Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.08% | 0.40% | Q1 2012 | Q3 2023 | 136 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.11% | 0.55% | Q2 2013 | Q3 2023 | 126 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.16% | 0.63% | Q2 2013 | Q3 2023 | 124 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 122 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.09% | 0.92% | Q2 2013 | Q3 2023 | 109 |
Parallax Volatility Advisers, L.P. | 41 | 41 | 0.00% | 0.04% | 0.28% | Q3 2013 | Q3 2023 | 109 |
UBS Group AG | 36 | 36 | 0.00% | 0.08% | 0.38% | Q4 2014 | Q3 2023 | 107 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.04% | 0.42% | Q2 2013 | Q3 2023 | 101 |
Jefferies Group LLC | 31 | 6 | 0.00% | 0.15% | 1.55% | Q2 2013 | Q3 2022 | 100 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 95 |
Citadel Advisors | 39 | 39 | 0.00% | 0.03% | 0.12% | Q1 2014 | Q3 2023 | 95 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.15% | 1.13% | Q2 2013 | Q3 2023 | 95 |
JANE STREET GROUP, LLC | 37 | 1 | 0.00% | 0.06% | 0.37% | Q1 2014 | Q3 2023 | 91 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 89 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.06% | 0.44% | Q2 2013 | Q3 2023 | 85 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.07% | 1.04% | Q4 2015 | Q3 2023 | 84 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.05% | 0.37% | Q1 2013 | Q3 2023 | 83 |
WOLVERINE TRADING, LLC | 17 | 12 | 0.00% | 0.04% | 0.11% | Q2 2016 | Q3 2023 | 79 |
Twin Tree Management, LP | 16 | 1 | 0.00% | 0.20% | 0.95% | Q4 2012 | Q3 2023 | 78 |
Paloma Partners Management Co | 37 | 37 | 0.00% | 0.16% | 1.11% | Q3 2014 | Q3 2023 | 78 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.02% | 0.10% | Q1 2012 | Q3 2023 | 72 |
CAPITAL FUND MANAGEMENT S.A. | 13 | 2 | 0.00% | 0.08% | 0.42% | Q3 2014 | Q3 2023 | 69 |
TWO SIGMA SECURITIES, LLC | 15 | 2 | 0.00% | 0.46% | 14.99% | Q4 2014 | Q3 2023 | 67 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.01% | 0.04% | Q1 2009 | Q3 2023 | 59 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.13% | 0.99% | Q2 2013 | Q3 2023 | 59 |
TWO SIGMA INVESTMENTS, LP | 27 | 1 | 0.00% | 0.14% | 0.53% | Q3 2013 | Q3 2023 | 56 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 54 |
MARSHALL WACE, LLP | 21 | 1 | 0.00% | 0.11% | 2.58% | Q2 2013 | Q3 2023 | 49 |
NOMURA HOLDINGS INC | 13 | 1 | 0.00% | 0.09% | 0.62% | Q4 2012 | Q3 2023 | 47 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 47 |
MUFG Americas Holdings Corp | 47 | 47 | 0.00% | 0.01% | 0.02% | Q1 2011 | Q3 2022 | 47 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.04% | 0.78% | Q2 2013 | Q3 2023 | 46 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.14% | 0.26% | Q2 2013 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.02% | 0.03% | Q4 2012 | Q3 2023 | 44 |
TOTH FINANCIAL ADVISORY CORP | 42 | 42 | 0.00% | 1.32% | 1.88% | Q2 2013 | Q3 2023 | 44 |
M&T BANK CORP | 26 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 44 |
DONALDSON CAPITAL MANAGEMENT, LLC | 44 | 44 | 0.02% | 0.07% | 0.25% | Q4 2012 | Q3 2023 | 44 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.06% | 0.68% | Q2 2013 | Q1 2017 | 44 |
First Financial Bank - Trust Division | 44 | 44 | 0.07% | 0.16% | 0.48% | Q1 2013 | Q4 2023 | 44 |
Tortoise Investment Management, LLC | 44 | 44 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 44 |
Squarepoint Ops LLC | 14 | 3 | 0.00% | 0.09% | 0.51% | Q1 2016 | Q3 2023 | 44 |
Financial Architects, Inc | 36 | 4 | 0.00% | 0.23% | 0.50% | Q2 2013 | Q2 2023 | 44 |
Veritable, L.P. | 43 | 43 | 0.00% | 0.16% | 0.24% | Q4 2012 | Q2 2023 | 44 |
Rehmann Capital Advisory Group | 22 | 2 | 0.07% | 0.14% | 0.29% | Q2 2011 | Q3 2023 | 44 |
Montecito Bank & Trust | 43 | 43 | 0.32% | 0.60% | 1.16% | Q2 2013 | Q4 2023 | 43 |
Bank of New York Mellon Corp | 42 | 1 | 0.00% | 0.01% | 0.38% | Q2 2012 | Q3 2023 | 43 |
LYNCH & ASSOCIATES/IN | 43 | 43 | 0.11% | 0.15% | 0.28% | Q2 2013 | Q4 2023 | 43 |
Avidian Wealth Solutions, LLC | 40 | 40 | 0.00% | 2.14% | 9.91% | Q4 2013 | Q3 2023 | 43 |
Mirae Asset Global Investments Co., Ltd. | 21 | 1 | 0.01% | 0.82% | 4.03% | Q2 2011 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.05% | 0.25% | 0.56% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.09% | 0.14% | Q1 2013 | Q3 2023 | 43 |
BAR HARBOR WEALTH MANAGEMENT | 43 | 43 | 1.44% | 1.77% | 2.10% | Q1 2013 | Q3 2023 | 43 |
Goelzer Investment Management, Inc. | 43 | 43 | 0.03% | 0.09% | 0.25% | Q1 2013 | Q3 2023 | 43 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.00% | 0.13% | 0.24% | Q3 2013 | Q4 2023 | 43 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.02% | 0.05% | 0.49% | Q2 2013 | Q3 2023 | 43 |
TRUST CO OF VIRGINIA /VA | 42 | 42 | 0.31% | 0.48% | 0.67% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.98% | 1.69% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.08% | 0.18% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FIRST MERCHANTS CORP | 42 | 42 | 0.09% | 0.42% | 1.04% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Sabal Trust CO | 42 | 42 | 0.31% | 0.41% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Main Management LLC | 42 | 42 | 0.99% | 4.66% | 9.67% | Q2 2013 | Q3 2023 | 42 |
WestEnd Advisors, LLC | 42 | 42 | 0.01% | 4.10% | 13.82% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 42 | 42 | 0.09% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Exchange Capital Management, Inc. | 42 | 42 | 0.08% | 0.48% | 1.39% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.02% | 0.10% | 0.31% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
First National Bank of Hutchinson | 42 | 42 | 0.84% | 1.43% | 2.50% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q4 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.01% | 0.20% | 0.61% | Q2 2013 | Q3 2023 | 42 |
VICUS CAPITAL | 42 | 42 | 0.07% | 0.34% | 1.24% | Q2 2013 | Q3 2023 | 42 |
Smith & Howard Wealth Management, LLC | 42 | 42 | 0.62% | 1.16% | 1.88% | Q2 2013 | Q3 2023 | 42 |
Windsor Capital Management, LLC | 42 | 42 | 0.57% | 0.79% | 1.06% | Q2 2013 | Q3 2023 | 42 |
Annex Advisory Services, LLC | 42 | 42 | 0.60% | 5.27% | 9.52% | Q2 2013 | Q3 2023 | 42 |
CHILTON CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Ledyard National Bank | 42 | 42 | 0.01% | 0.21% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Callan Capital, LLC | 42 | 42 | 0.98% | 2.08% | 3.83% | Q2 2013 | Q3 2023 | 42 |
MEEDER ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.09% | 0.56% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.03% | 0.17% | 0.37% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.04% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
MARTIN & CO INC /TN/ | 42 | 42 | 1.15% | 1.84% | 2.43% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.00% | 0.87% | 7.97% | Q2 2013 | Q3 2023 | 42 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 42 | 42 | 0.02% | 0.05% | 0.38% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.04% | 0.14% | 0.54% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.18% | 0.34% | 0.47% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.04% | 0.47% | 1.06% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.07% | 0.21% | 0.40% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.07% | 0.26% | 1.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.03% | 0.20% | 0.61% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.12% | 0.22% | 0.29% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.06% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 42 | 42 | 0.55% | 1.42% | 5.85% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.11% | 0.26% | 0.70% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.08% | 0.47% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.05% | 0.25% | 0.52% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Nelson Capital Management, LLC | 42 | 42 | 0.38% | 0.89% | 3.03% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.01% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 42 |
SFMG, LLC | 42 | 42 | 0.19% | 2.48% | 7.95% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.04% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.12% | 0.31% | 0.60% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.26% | 1.17% | 2.55% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.14% | 0.24% | 0.38% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.01% | 0.08% | 0.67% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PROFFITT & GOODSON INC | 42 | 42 | 0.38% | 0.70% | 1.19% | Q2 2013 | Q3 2023 | 42 |
WEATHERLY ASSET MANAGEMENT L. P. | 42 | 42 | 0.28% | 0.56% | 0.88% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.06% | 0.14% | 0.19% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA | 42 | 42 | 0.00% | 0.24% | 1.08% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Smith, Salley & Associates | 42 | 42 | 0.08% | 0.30% | 0.96% | Q2 2013 | Q3 2023 | 42 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 1 | 0.01% | 0.12% | 0.74% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.08% | 0.70% | 1.86% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.11% | 0.19% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.12% | 0.22% | 0.47% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.05% | 0.21% | 0.33% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 42 | 42 | 0.08% | 1.13% | 2.21% | Q2 2013 | Q3 2023 | 42 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.05% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.15% | 0.30% | 0.81% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.22% | 0.38% | 1.47% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 22 | 19 | 0.00% | 0.26% | 0.79% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 35 | 6 | 0.02% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 41 |
Baker Avenue Asset Management, LP | 41 | 41 | 0.06% | 0.36% | 0.99% | Q3 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.04% | 0.23% | 0.44% | Q3 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.02% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 41 |
Sand Hill Global Advisors, LLC | 22 | 19 | 0.10% | 0.19% | 0.31% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q2 2023 | 41 |
Dynamic Advisor Solutions LLC | 40 | 40 | 0.00% | 0.41% | 1.18% | Q4 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.09% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.38% | 1.24% | 2.49% | Q4 2013 | Q4 2023 | 41 |
United Asset Strategies, Inc. | 24 | 17 | 0.38% | 1.80% | 2.79% | Q2 2013 | Q3 2023 | 41 |
Hartford Financial Management Inc. | 26 | 15 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.04% | 0.09% | 0.20% | Q3 2013 | Q3 2023 | 41 |
FRANKLIN RESOURCES INC | 33 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Baltimore-Washington Financial Advisors, Inc. | 40 | 40 | 0.73% | 1.47% | 2.29% | Q4 2013 | Q3 2023 | 40 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 40 | 40 | 0.05% | 2.10% | 10.49% | Q4 2013 | Q3 2023 | 40 |
Swan Global Investments, LLC | 40 | 40 | 2.83% | 6.72% | 9.57% | Q4 2013 | Q3 2023 | 40 |
Court Place Advisors, LLC | 40 | 40 | 0.26% | 0.30% | 0.36% | Q4 2013 | Q3 2023 | 40 |
Avalon Investment & Advisory | 40 | 40 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q1 2023 | 40 |
SMITH, MOORE & CO. | 40 | 40 | 0.09% | 0.15% | 0.26% | Q4 2013 | Q3 2023 | 40 |
VALLEY WEALTH MANAGERS, INC. | 29 | 2 | 0.00% | 0.07% | 0.34% | Q2 2013 | Q3 2023 | 40 |
D.A. DAVIDSON & CO. | 39 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 40 |
JNBA Financial Advisors | 20 | 7 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 1.29% | 2.50% | Q3 2013 | Q3 2023 | 40 |
BIRINYI ASSOCIATES INC | 21 | 19 | 0.08% | 0.79% | 1.54% | Q3 2013 | Q3 2023 | 40 |
MOODY LYNN & LIEBERSON, LLC | 40 | 40 | 0.04% | 0.11% | 0.96% | Q4 2013 | Q3 2023 | 40 |
WESBANCO BANK INC | 29 | 11 | 0.01% | 0.06% | 0.14% | Q3 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.07% | 0.32% | 1.04% | Q4 2013 | Q3 2023 | 40 |
CAPTRUST FINANCIAL ADVISORS | 28 | 5 | 0.00% | 0.16% | 2.10% | Q2 2013 | Q3 2023 | 40 |
BANK HAPOALIM BM | 40 | 40 | 0.44% | 3.06% | 7.21% | Q4 2013 | Q3 2023 | 40 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40 | 40 | 0.22% | 1.68% | 4.54% | Q4 2013 | Q3 2023 | 40 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 0.69% | 0.85% | 1.06% | Q4 2013 | Q3 2023 | 40 |
ROCKLAND TRUST CO | 40 | 40 | 0.03% | 0.20% | 1.10% | Q4 2013 | Q3 2023 | 40 |
SCOTIA CAPITAL INC. | 40 | 40 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.02% | 2.00% | 3.49% | Q4 2013 | Q3 2023 | 40 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 25 | 14 | 0.01% | 0.15% | 0.36% | Q4 2013 | Q3 2023 | 39 |
Archford Capital Strategies, LLC | 39 | 39 | 0.14% | 1.64% | 3.58% | Q1 2014 | Q3 2023 | 39 |
TD ASSET MANAGEMENT INC | 30 | 9 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 39 |
Endurance Wealth Management, Inc. | 39 | 39 | 0.04% | 0.13% | 0.28% | Q4 2013 | Q2 2023 | 39 |
St. Johns Investment Management Company, LLC | 39 | 39 | 0.85% | 1.30% | 1.79% | Q1 2014 | Q3 2023 | 39 |
CWM, LLC | 31 | 8 | 0.04% | 0.22% | 2.97% | Q4 2013 | Q3 2023 | 39 |
Paragon Capital Management Ltd | 20 | 5 | 0.05% | 0.33% | 0.74% | Q2 2013 | Q3 2023 | 39 |
ARS Investment Partners, LLC | 26 | 13 | 0.13% | 0.73% | 1.70% | Q4 2013 | Q3 2023 | 39 |
Atria Investments, Inc | 28 | 11 | 0.04% | 0.26% | 1.50% | Q2 2013 | Q3 2023 | 39 |
ALPS ADVISORS INC | 28 | 5 | 0.10% | 0.15% | 0.25% | Q3 2013 | Q3 2023 | 39 |
FAGAN ASSOCIATES, INC. | 39 | 39 | 0.12% | 0.23% | 0.56% | Q1 2014 | Q3 2023 | 39 |
Boltwood Capital Management | 39 | 39 | 0.06% | 0.93% | 2.16% | Q2 2014 | Q4 2023 | 39 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 36 | 1 | 0.00% | 0.11% | 0.44% | Q2 2013 | Q3 2023 | 39 |
New England Private Wealth Advisors LLC | 28 | 11 | 0.09% | 0.19% | 0.60% | Q3 2013 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 39 |
BANQUE PICTET & CIE SA | 33 | 6 | 0.01% | 0.13% | 0.28% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.08% | 0.17% | Q1 2014 | Q3 2023 | 39 |
Kovack Advisors, Inc. | 38 | 38 | 0.18% | 0.37% | 0.74% | Q2 2014 | Q3 2023 | 38 |
Prospera Financial Services Inc | 18 | 2 | 0.03% | 0.22% | 0.87% | Q2 2013 | Q3 2023 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 38 |
CHURCHILL MANAGEMENT Corp | 17 | 3 | 0.69% | 3.50% | 9.06% | Q2 2013 | Q3 2023 | 38 |
Spears Abacus Advisors LLC | 38 | 38 | 0.03% | 0.09% | 0.30% | Q2 2014 | Q3 2023 | 38 |
TCI Wealth Advisors, Inc. | 23 | 1 | 0.00% | 0.02% | 0.11% | Q1 2013 | Q1 2023 | 38 |
Regal Investment Advisors LLC | 21 | 1 | 0.04% | 0.14% | 0.42% | Q2 2013 | Q3 2023 | 38 |
FIDUCIARY TRUST CO | 38 | 38 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 28 | 2 | 0.00% | 0.29% | 1.61% | Q2 2013 | Q3 2023 | 38 |
Stillwater Investment Management, LLC | 38 | 38 | 0.94% | 1.35% | 2.06% | Q4 2013 | Q1 2023 | 38 |
BRAVE ASSET MANAGEMENT INC | 24 | 14 | 0.10% | 2.28% | 6.31% | Q4 2013 | Q3 2023 | 38 |
WEDBUSH SECURITIES INC | 37 | 1 | 0.04% | 0.19% | 0.37% | Q1 2014 | Q3 2023 | 38 |
West Oak Capital, LLC | 23 | 15 | 0.02% | 0.06% | 0.09% | Q1 2014 | Q3 2023 | 38 |
Ameritas Investment Partners, Inc. | 38 | 38 | 0.00% | 0.06% | 0.38% | Q2 2014 | Q3 2023 | 38 |
FIRST MANHATTAN CO. LLC. | 35 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
BROWN ADVISORY INC | 33 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
BROWN BROTHERS HARRIMAN & CO | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
Marquette Asset Management, LLC | 37 | 37 | 0.46% | 0.73% | 1.10% | Q2 2013 | Q2 2022 | 37 |
DUNCKER STREETT & CO INC | 21 | 16 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 37 |
COUNTRY TRUST BANK | 37 | 37 | 0.00% | 0.17% | 0.97% | Q4 2014 | Q4 2023 | 37 |
Perkins Coie Trust Co | 37 | 37 | 0.01% | 0.04% | 0.08% | Q3 2014 | Q3 2023 | 37 |
Beaumont Financial Partners, LLC | 26 | 11 | 0.06% | 1.01% | 2.97% | Q2 2013 | Q3 2022 | 37 |
REGIONS FINANCIAL CORP | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.56% | 2.27% | 3.07% | Q2 2013 | Q2 2022 | 37 |
AMERICAN NATIONAL BANK | 37 | 37 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 37 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.03% | 0.77% | 2.62% | Q4 2014 | Q3 2023 | 36 |
ACG Wealth | 36 | 36 | 0.08% | 0.68% | 1.38% | Q4 2013 | Q3 2022 | 36 |
AlphaMark Advisors, LLC | 35 | 1 | 0.00% | 1.35% | 4.95% | Q2 2013 | Q3 2023 | 36 |
Patten Group, Inc. | 36 | 36 | 0.11% | 0.19% | 0.30% | Q4 2014 | Q3 2023 | 36 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 36 | 36 | 0.12% | 0.51% | 0.79% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.17% | 0.34% | 0.63% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.02% | 0.17% | 0.38% | Q4 2013 | Q3 2023 | 36 |
Highlander Capital Management, LLC | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
TRUIST FINANCIAL CORP | 36 | 36 | 0.00% | 0.29% | 1.00% | Q4 2014 | Q3 2023 | 36 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 22 | 14 | 0.15% | 0.56% | 1.03% | Q3 2014 | Q3 2023 | 36 |
Riggs Asset Managment Co. Inc. | 24 | 12 | 0.00% | 0.80% | 3.46% | Q3 2014 | Q3 2023 | 36 |
Bray Capital Advisors | 36 | 36 | 0.00% | 0.73% | 1.59% | Q4 2014 | Q3 2023 | 36 |
Biltmore Wealth Management, LLC | 36 | 36 | 4.06% | 8.21% | 16.09% | Q4 2014 | Q3 2023 | 36 |
PINNACLE ASSOCIATES LTD | 36 | 36 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 36 |
Sequent Asset Management, LLC | 36 | 36 | 0.14% | 0.81% | 2.34% | Q4 2014 | Q3 2023 | 36 |
FIL Ltd | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.17% | 0.27% | 0.53% | Q4 2014 | Q3 2023 | 36 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.02% | 0.19% | Q3 2013 | Q3 2023 | 36 |
Raab & Moskowitz Asset Management LLC | 36 | 36 | 0.01% | 0.15% | 0.21% | Q4 2014 | Q3 2023 | 36 |
Affiance Financial, LLC | 36 | 36 | 0.39% | 1.12% | 6.75% | Q4 2014 | Q3 2023 | 36 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 36 | 36 | 1.72% | 3.92% | 7.05% | Q4 2014 | Q3 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q1 2022 | 36 |
Analyst IMS Investment Management Services Ltd. | 36 | 36 | 0.18% | 0.98% | 2.71% | Q4 2014 | Q3 2023 | 36 |
Cypress Capital Management LLC (WY) | 36 | 36 | 1.69% | 2.56% | 4.50% | Q4 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Fernwood Investment Management, LLC | 35 | 35 | 0.19% | 0.41% | 0.70% | Q1 2015 | Q3 2023 | 35 |
COLONY GROUP LLC | 25 | 2 | 0.01% | 0.17% | 0.65% | Q1 2014 | Q3 2023 | 35 |
Meristem Family Wealth, LLC | 20 | 15 | 0.47% | 0.86% | 1.14% | Q2 2013 | Q1 2022 | 35 |
Plante Moran Financial Advisors, LLC | 32 | 1 | 0.01% | 0.05% | 0.11% | Q4 2013 | Q3 2023 | 35 |
Kessler Investment Group, LLC | 23 | 1 | 0.00% | 0.63% | 1.52% | Q2 2013 | Q3 2023 | 35 |
Hudock, Inc. | 25 | 10 | 0.00% | 0.04% | 0.27% | Q2 2014 | Q3 2023 | 35 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23 | 12 | 1.55% | 3.83% | 7.38% | Q4 2014 | Q3 2023 | 35 |
TWO SIGMA ADVISERS, LP | 19 | 1 | 0.00% | 0.33% | 0.80% | Q2 2013 | Q3 2023 | 35 |
Rezny Wealth Management, Inc. | 35 | 35 | 0.01% | 6.11% | 11.06% | Q1 2015 | Q3 2023 | 35 |
People's United Financial, Inc. | 18 | 17 | 0.01% | 0.04% | 0.27% | Q2 2013 | Q1 2022 | 35 |
Simplicity Solutions, LLC | 26 | 9 | 0.02% | 0.79% | 5.98% | Q4 2014 | Q3 2023 | 35 |
ALLIANCEBERNSTEIN L.P. | 26 | 9 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q3 2023 | 35 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2023 | 35 |
AGF INVESTMENTS INC. | 30 | 5 | 0.02% | 0.73% | 1.49% | Q3 2013 | Q3 2022 | 35 |
Roble, Belko & Company, Inc | 35 | 35 | 0.19% | 0.45% | 0.92% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2021 | 35 |
Brinker Capital Investments, LLC | 13 | 10 | 0.00% | 0.29% | 1.03% | Q2 2013 | Q4 2022 | 35 |
Smart Portfolios, LLC | 27 | 8 | 0.42% | 5.40% | 12.62% | Q2 2013 | Q1 2022 | 35 |
ADIRONDACK TRUST CO | 30 | 5 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Moors & Cabot, Inc. | 27 | 8 | 0.06% | 0.07% | 0.14% | Q3 2014 | Q3 2023 | 35 |
COMERICA BANK | 32 | 1 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 35 |
Mariner, LLC | 23 | 1 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 34 |
Capital Analysts, LLC | 17 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 34 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.04% | 1.09% | Q3 2013 | Q3 2023 | 34 |
DOWLING & YAHNKE LLC | 22 | 12 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2022 | 34 |
Voya Financial Advisors, Inc. | 25 | 9 | 0.05% | 0.09% | 0.15% | Q1 2015 | Q3 2023 | 34 |
Brookstone Capital Management | 16 | 1 | 0.01% | 0.69% | 3.02% | Q4 2013 | Q3 2023 | 34 |
ProVise Management Group, LLC | 27 | 3 | 0.04% | 0.13% | 0.43% | Q2 2013 | Q3 2023 | 34 |
Man Group plc | 15 | 1 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 34 |
Country Club Trust Company, n.a. | 34 | 34 | 0.04% | 0.10% | 0.24% | Q3 2013 | Q4 2021 | 34 |
Psagot Value Holdings Ltd. | 34 | 34 | 0.25% | 3.80% | 7.63% | Q2 2013 | Q3 2021 | 34 |
Family Firm, Inc. | 31 | 1 | 0.05% | 0.15% | 0.21% | Q4 2014 | Q3 2023 | 34 |
Greenwich Wealth Management LLC | 32 | 2 | 0.03% | 0.06% | 0.12% | Q1 2015 | Q3 2023 | 34 |
Winfield Associates, Inc. | 34 | 34 | 0.23% | 0.89% | 1.47% | Q4 2013 | Q1 2022 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.01% | 0.10% | 0.73% | Q2 2015 | Q3 2023 | 34 |
Diligent Investors, LLC | 26 | 8 | 0.44% | 0.67% | 1.15% | Q4 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.07% | 0.24% | Q2 2015 | Q3 2023 | 34 |
Estate Counselors, LLC | 19 | 1 | 0.01% | 1.62% | 3.48% | Q2 2013 | Q1 2023 | 34 |
WBH ADVISORY INC | 31 | 3 | 0.56% | 1.23% | 1.83% | Q1 2015 | Q3 2023 | 34 |
Ironsides Asset Advisors, LLC | 17 | 8 | 0.12% | 0.16% | 0.43% | Q2 2014 | Q1 2023 | 34 |
Wellington Shields Capital Management, LLC | 17 | 2 | 0.03% | 0.07% | 0.28% | Q3 2014 | Q3 2023 | 33 |
MCF Advisors LLC | 25 | 1 | 0.00% | 0.04% | 0.09% | Q2 2014 | Q3 2023 | 33 |
Capital Planning Advisors, LLC | 21 | 12 | 0.08% | 0.94% | 1.94% | Q2 2015 | Q3 2023 | 33 |
Iowa State Bank | 33 | 33 | 0.06% | 0.38% | 0.67% | Q3 2015 | Q3 2023 | 33 |
Krilogy Financial LLC | 33 | 33 | 0.60% | 0.92% | 1.83% | Q3 2015 | Q3 2023 | 33 |
MONTAG A & ASSOCIATES INC | 18 | 2 | 0.02% | 0.18% | 1.59% | Q2 2013 | Q3 2023 | 33 |
Mount Lucas Management LP | 12 | 1 | 0.00% | 1.48% | 3.31% | Q2 2013 | Q4 2022 | 33 |
SALEM INVESTMENT COUNSELORS INC | 18 | 2 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 33 |
CHEMUNG CANAL TRUST CO | 33 | 33 | 0.05% | 1.57% | 3.84% | Q4 2015 | Q4 2023 | 33 |
STRATEGIC WEALTH MANAGEMENT INC | 26 | 7 | 1.66% | 5.70% | 17.51% | Q3 2013 | Q4 2021 | 33 |
Allworth Financial LP | 31 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 32 |
HOWARD CAPITAL MANAGEMENT | 32 | 32 | 0.47% | 0.88% | 2.31% | Q1 2013 | Q4 2020 | 32 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 1.38% | 1.79% | 2.28% | Q4 2015 | Q3 2023 | 32 |
Miracle Mile Advisors, LLC | 28 | 1 | 0.02% | 1.47% | 10.58% | Q3 2014 | Q3 2023 | 32 |
Pinnacle Advisory Group, Inc. | 32 | 32 | 0.02% | 1.58% | 7.49% | Q2 2013 | Q1 2021 | 32 |
Renaissance Technologies | 10 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2023 | 32 |
L & S Advisors Inc | 12 | 1 | 0.03% | 0.22% | 1.10% | Q3 2013 | Q1 2023 | 32 |
Ayalon Insurance Comp Ltd. | 24 | 8 | 2.38% | 5.58% | 8.41% | Q1 2015 | Q3 2023 | 32 |
StrategIQ Financial Group, LLC | 32 | 32 | 0.24% | 0.60% | 0.92% | Q4 2015 | Q3 2023 | 32 |
BAILARD, INC. | 31 | 1 | 0.03% | 0.05% | 0.08% | Q3 2015 | Q3 2023 | 32 |
Berkeley Capital Partners, LLC | 32 | 32 | 0.18% | 0.47% | 0.91% | Q4 2015 | Q3 2023 | 32 |
Invesco Ltd. | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
WEBSTER BANK, N. A. | 28 | 4 | 0.00% | 0.03% | 0.14% | Q1 2015 | Q3 2023 | 32 |
RiverFront Investment Group, LLC | 25 | 7 | 0.28% | 1.89% | 3.08% | Q2 2011 | Q3 2023 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Bristlecone Advisors, LLC | 32 | 32 | 0.07% | 0.23% | 0.75% | Q4 2015 | Q3 2023 | 32 |
Pictet North America Advisors SA | 32 | 32 | 0.14% | 1.42% | 3.11% | Q4 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.14% | 0.26% | 0.38% | Q4 2015 | Q3 2023 | 32 |
Community Bank, N.A. | 22 | 10 | 0.01% | 0.08% | 0.22% | Q4 2014 | Q3 2023 | 32 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.05% | 0.18% | 0.62% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2023 | 32 |
CONTINENTAL ADVISORS LLC | 22 | 2 | 0.26% | 2.52% | 6.38% | Q2 2013 | Q4 2022 | 32 |
WESPAC Advisors SoCal, LLC | 32 | 32 | 0.15% | 0.42% | 0.92% | Q4 2015 | Q3 2023 | 32 |
FIRST INTERSTATE BANK | 22 | 10 | 0.02% | 1.78% | 4.92% | Q3 2015 | Q3 2023 | 32 |
Harel Insurance Investments & Financial Services Ltd. | 32 | 32 | 0.02% | 2.16% | 7.66% | Q4 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.12% | 0.41% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.13% | 0.62% | Q4 2015 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.15% | 0.29% | 0.53% | Q1 2016 | Q3 2023 | 31 |
Partnervest Advisory Services LLC | 30 | 30 | 0.00% | 0.50% | 1.18% | Q2 2013 | Q3 2020 | 31 |
Migdal Insurance & Financial Holdings Ltd. | 16 | 15 | 0.11% | 1.75% | 3.67% | Q4 2015 | Q3 2023 | 31 |
Institute for Wealth Management, LLC. | 16 | 3 | 0.01% | 0.49% | 2.45% | Q2 2013 | Q3 2023 | 31 |
SWARTHMORE GROUP INC | 31 | 31 | 1.34% | 3.59% | 8.74% | Q2 2013 | Q4 2020 | 31 |
STATE STREET CORP | 16 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 31 |
Chevy Chase Trust Holdings, LLC | 28 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 31 |
TEXAS PERMANENT SCHOOL FUND CORP | 16 | 3 | 0.00% | 0.05% | 0.11% | Q1 2013 | Q3 2023 | 31 |
Stillwater Capital Advisors, LLC | 31 | 31 | 0.32% | 1.41% | 2.43% | Q1 2016 | Q3 2023 | 31 |
SPINNAKER TRUST | 30 | 1 | 0.64% | 2.98% | 4.26% | Q1 2015 | Q3 2023 | 31 |
EASTERN BANK | 13 | 8 | 0.02% | 0.63% | 1.66% | Q2 2013 | Q3 2023 | 31 |
Segment Wealth Management, LLC | 17 | 3 | 0.02% | 0.71% | 1.53% | Q2 2013 | Q4 2021 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.36% | 3.03% | Q2 2013 | Q3 2023 | 31 |
JAMES INVESTMENT RESEARCH INC | 26 | 5 | 0.00% | 0.32% | 0.64% | Q2 2013 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 31 |
PROVIDA PENSION FUND ADMINISTRATOR | 14 | 8 | 0.08% | 1.81% | 6.68% | Q4 2014 | Q4 2022 | 31 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 31 | 31 | 0.26% | 0.40% | 0.66% | Q1 2016 | Q3 2023 | 31 |
Private Wealth Advisors, Inc. | 31 | 31 | 0.59% | 1.63% | 2.20% | Q2 2013 | Q4 2020 | 31 |
1832 Asset Management L.P. | 21 | 1 | 0.00% | 0.04% | 0.14% | Q4 2014 | Q3 2023 | 31 |
BAINCO INTERNATIONAL INVESTORS | 28 | 2 | 0.05% | 0.30% | 0.42% | Q2 2013 | Q4 2020 | 30 |
CREDIT AGRICOLE S A | 16 | 3 | 0.00% | 0.02% | 0.19% | Q1 2015 | Q3 2023 | 30 |
AE Wealth Management LLC | 28 | 28 | 0.00% | 0.14% | 0.25% | Q4 2016 | Q3 2023 | 30 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 30 | 30 | 0.08% | 1.21% | 3.03% | Q2 2013 | Q3 2020 | 30 |
WOODMONT INVESTMENT COUNSEL LLC | 29 | 1 | 0.01% | 0.25% | 0.63% | Q2 2015 | Q3 2023 | 30 |
MONETARY MANAGEMENT GROUP INC | 30 | 30 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Zurich Insurance Group Ltd/FI | 25 | 2 | 0.01% | 0.07% | 0.14% | Q3 2015 | Q3 2023 | 30 |
FIFTH THIRD SECURITIES, INC. | 24 | 6 | 0.83% | 2.34% | 7.56% | Q1 2016 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.08% | 0.14% | 0.27% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.11% | 0.29% | 0.70% | Q2 2013 | Q3 2020 | 30 |
Wharton Business Group, LLC | 30 | 30 | 0.06% | 2.13% | 3.17% | Q2 2016 | Q3 2023 | 30 |
CITIZENS FINANCIAL GROUP INC/RI | 22 | 8 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2023 | 30 |
RAYMOND JAMES TRUST N.A. | 30 | 30 | 0.02% | 0.08% | 0.18% | Q2 2016 | Q3 2023 | 30 |
CONDOR CAPITAL MANAGEMENT | 30 | 30 | 0.09% | 0.15% | 0.23% | Q2 2016 | Q3 2023 | 30 |
Berkshire Money Management, Inc. | 14 | 2 | 1.72% | 3.05% | 4.73% | Q2 2013 | Q3 2023 | 30 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 30 | 30 | 0.04% | 3.13% | 4.12% | Q2 2016 | Q3 2023 | 30 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 12 | 9 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2021 | 30 |
MOTCO | 25 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 30 |
NewSquare Capital LLC | 19 | 2 | 0.00% | 0.19% | 0.74% | Q1 2015 | Q3 2023 | 30 |
FDx Advisors, Inc. | 13 | 1 | 0.01% | 0.08% | 0.43% | Q4 2013 | Q3 2023 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.03% | 0.06% | 0.10% | Q2 2016 | Q3 2023 | 30 |
Corbenic Partners LLC | 19 | 11 | 0.04% | 0.14% | 0.32% | Q2 2013 | Q2 2022 | 30 |
Stearns Financial Services Group | 30 | 30 | 0.04% | 1.22% | 2.40% | Q2 2013 | Q3 2020 | 30 |
Azimuth Capital Management LLC | 30 | 30 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2020 | 30 |
EXENCIAL WEALTH ADVISORS, LLC | 18 | 1 | 0.05% | 0.22% | 0.57% | Q1 2013 | Q3 2023 | 30 |
Winch Advisory Services, LLC | 19 | 3 | 0.00% | 0.16% | 2.39% | Q1 2014 | Q3 2023 | 30 |
NEXT Financial Group, Inc | 30 | 30 | 0.02% | 0.09% | 0.19% | Q3 2014 | Q4 2021 | 30 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 12 | 3 | 0.00% | 0.06% | 0.16% | Q1 2015 | Q2 2019 | 30 |
NATIXIS | 19 | 1 | 0.05% | 0.66% | 1.84% | Q3 2014 | Q3 2023 | 29 |
Venturi Wealth Management, LLC | 29 | 29 | 0.26% | 0.64% | 1.63% | Q3 2016 | Q3 2023 | 29 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 25 | 4 | 0.39% | 4.68% | 9.16% | Q2 2013 | Q4 2022 | 29 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 29 | 29 | 0.10% | 0.33% | 1.41% | Q3 2016 | Q3 2023 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.09% | 0.15% | 0.26% | Q4 2015 | Q4 2022 | 29 |
Glenview Trust Co | 28 | 1 | 0.02% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 29 |
FIRST MERCANTILE TRUST CO | 26 | 3 | 0.25% | 0.80% | 1.84% | Q2 2013 | Q3 2020 | 29 |
CUMBERLAND ADVISORS INC | 11 | 1 | 0.12% | 3.51% | 8.89% | Q2 2013 | Q2 2023 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 0.62% | 0.67% | 0.74% | Q3 2016 | Q3 2023 | 29 |
Bollard Group LLC | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.02% | 0.15% | 0.32% | Q4 2013 | Q4 2020 | 29 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2021 | 29 |
Rothschild Capital Partners, LLC | 21 | 8 | 0.64% | 4.67% | 9.81% | Q2 2016 | Q3 2023 | 29 |
HOWE & RUSLING INC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 6 | 0.00% | 0.11% | 0.63% | Q4 2015 | Q3 2023 | 29 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.08% | 0.17% | 0.37% | Q1 2016 | Q3 2023 | 29 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 29 |
PUTNAM INVESTMENTS LLC | 11 | 1 | 0.02% | 0.07% | 0.16% | Q3 2014 | Q4 2022 | 29 |
CMH Wealth Management LLC | 28 | 28 | 1.31% | 2.35% | 3.76% | Q4 2016 | Q3 2023 | 28 |
BESSEMER GROUP INC | 16 | 1 | 0.00% | 0.42% | 1.80% | Q2 2013 | Q3 2023 | 28 |
DOW CHEMICAL CO /DE/ | 27 | 1 | 0.14% | 1.54% | 4.13% | Q2 2013 | Q3 2020 | 28 |
Ascent Wealth Partners, LLC | 28 | 28 | 0.06% | 1.17% | 2.76% | Q1 2014 | Q4 2020 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.47% | 0.70% | 1.49% | Q4 2016 | Q3 2023 | 28 |
Jump Trading, LLC | 9 | 1 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q1 2019 | 28 |
Peak Financial Management, Inc. | 28 | 28 | 0.15% | 0.20% | 0.27% | Q4 2016 | Q3 2023 | 28 |
Pacific Wealth Strategies Group, Inc. | 28 | 28 | 0.22% | 0.89% | 2.64% | Q4 2016 | Q3 2023 | 28 |
HCR Wealth Advisors | 28 | 28 | 0.06% | 0.09% | 0.18% | Q4 2016 | Q3 2023 | 28 |
Riverpoint Wealth Management Holdings, LLC | 28 | 28 | 1.55% | 2.14% | 2.70% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.48% | 0.80% | Q4 2016 | Q3 2023 | 28 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 27 | 1 | 0.16% | 0.80% | 1.34% | Q4 2015 | Q3 2023 | 28 |
1834 INVESTMENT ADVISORS CO | 26 | 2 | 0.06% | 0.74% | 1.71% | Q1 2015 | Q3 2023 | 28 |
Neuberger Berman Group LLC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
Compagnie Lombard Odier SCmA | 22 | 6 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q3 2023 | 28 |
ACCESS FINANCIAL SERVICES, INC. | 28 | 28 | 0.27% | 1.15% | 1.86% | Q4 2016 | Q3 2023 | 28 |
Advocacy Wealth Management Services, LLC | 25 | 1 | 0.00% | 1.89% | 8.19% | Q2 2013 | Q3 2023 | 28 |
CIBC Private Wealth Group, LLC | 25 | 3 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.04% | 0.07% | 0.20% | Q1 2016 | Q4 2022 | 28 |
COURIER CAPITAL LLC | 16 | 1 | 0.02% | 0.11% | 0.46% | Q3 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 28 |
SIGNET FINANCIAL MANAGEMENT, LLC | 28 | 28 | 0.06% | 0.15% | 0.36% | Q4 2016 | Q3 2023 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.08% | 0.15% | 0.23% | Q4 2016 | Q3 2023 | 28 |
J. Goldman & Co LP | 6 | 1 | 0.00% | 0.23% | 0.93% | Q4 2013 | Q3 2023 | 28 |
Acropolis Investment Management, LLC | 27 | 1 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.06% | 0.21% | 0.44% | Q4 2016 | Q3 2023 | 28 |
ELCO Management Co., LLC | 28 | 28 | 0.19% | 0.29% | 0.44% | Q4 2016 | Q3 2023 | 28 |
WHITTIER TRUST CO OF NEVADA INC | 28 | 28 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
GRIMES & COMPANY, INC. | 22 | 1 | 0.02% | 1.06% | 2.98% | Q2 2015 | Q3 2023 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.11% | 0.26% | 1.88% | Q4 2016 | Q3 2023 | 28 |
BigSur Wealth Management LLC | 28 | 28 | 0.58% | 0.95% | 1.42% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.11% | 0.28% | 1.16% | Q4 2016 | Q3 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.04% | 0.33% | 0.47% | Q2 2013 | Q1 2020 | 28 |
Clal Insurance Enterprises Holdings Ltd | 20 | 8 | 0.00% | 1.77% | 3.39% | Q4 2014 | Q3 2023 | 28 |
MARCO INVESTMENT MANAGEMENT LLC | 27 | 27 | 0.04% | 0.09% | 0.12% | Q1 2017 | Q3 2023 | 27 |
FAS Wealth Partners, Inc. | 25 | 2 | 0.00% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 27 |
LCNB CORP | 21 | 6 | 0.46% | 0.57% | 0.71% | Q4 2016 | Q3 2023 | 27 |
PINNACLE FINANCIAL PARTNERS INC | 23 | 1 | 0.02% | 0.05% | 0.25% | Q4 2015 | Q3 2023 | 27 |
PRUDENTIAL FINANCIAL INC | 27 | 27 | 0.00% | 0.01% | 0.07% | Q1 2017 | Q3 2023 | 27 |
SHEETS SMITH WEALTH MANAGEMENT | 14 | 13 | 0.04% | 0.21% | 0.44% | Q1 2013 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.10% | 0.24% | 0.41% | Q4 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.04% | 0.11% | Q1 2017 | Q3 2023 | 27 |
MYCIO WEALTH PARTNERS, LLC | 27 | 27 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q4 2019 | 27 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.07% | 0.16% | Q3 2017 | Q3 2023 | 27 |
Capital Investment Counsel, Inc | 27 | 27 | 0.43% | 0.63% | 0.86% | Q1 2017 | Q3 2023 | 27 |
Conservest Capital Advisors, Inc. | 27 | 27 | 6.44% | 7.93% | 10.35% | Q1 2017 | Q3 2023 | 27 |
LINCOLN NATIONAL CORP | 27 | 27 | 0.01% | 0.05% | 0.17% | Q1 2017 | Q3 2023 | 27 |
WINTRUST INVESTMENTS LLC | 17 | 2 | 0.07% | 0.19% | 0.35% | Q3 2016 | Q3 2023 | 27 |
TORONTO DOMINION BANK | 14 | 1 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q4 2022 | 27 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 8 | 0.08% | 0.36% | 1.11% | Q4 2016 | Q3 2023 | 27 |
STERLING INVESTMENT MANAGEMENT, LLC | 27 | 27 | 0.30% | 0.48% | 0.77% | Q1 2017 | Q3 2023 | 27 |
Global Endowment Management, LP | 11 | 1 | 0.04% | 0.36% | 3.00% | Q1 2015 | Q3 2023 | 27 |
LYELL WEALTH MANAGEMENT, LP | 27 | 27 | 0.20% | 0.43% | 0.82% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.05% | 0.16% | 0.28% | Q2 2013 | Q4 2019 | 27 |
Edgestream Partners, L.P. | 8 | 2 | 0.02% | 1.44% | 5.76% | Q2 2014 | Q3 2023 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.01% | 0.67% | 1.62% | Q2 2016 | Q4 2022 | 27 |
Kingsview Wealth Management, LLC | 8 | 1 | 0.00% | 0.24% | 1.30% | Q1 2017 | Q3 2023 | 27 |
EP Wealth Advisors, LLC | 18 | 9 | 0.03% | 0.19% | 0.70% | Q4 2016 | Q3 2023 | 27 |
RWA WEALTH PARTNERS, LLC | 27 | 27 | 0.02% | 0.16% | 0.73% | Q1 2017 | Q3 2023 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 27 |
Thomasville National Bank | 27 | 27 | 0.13% | 0.15% | 0.18% | Q1 2017 | Q3 2023 | 27 |
Freedom Investment Management, Inc. | 12 | 1 | 0.03% | 0.22% | 0.91% | Q1 2013 | Q3 2023 | 27 |
Snowden Capital Advisors LLC | 19 | 8 | 0.04% | 0.12% | 0.27% | Q4 2016 | Q3 2023 | 27 |
Oakworth Capital, Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2021 | 27 |
Foothills Asset Management, Ltd. | 26 | 26 | 2.40% | 2.74% | 3.58% | Q4 2013 | Q1 2020 | 26 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 26 | 26 | 0.00% | 0.71% | 2.53% | Q2 2013 | Q3 2019 | 26 |
QUATTRO FINANCIAL ADVISORS LLC | 18 | 8 | 0.22% | 2.58% | 4.42% | Q1 2017 | Q3 2023 | 26 |
S. R. Schill & Associates | 15 | 4 | 0.11% | 0.98% | 2.77% | Q4 2014 | Q3 2023 | 26 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 26 | 26 | 0.01% | 0.05% | 0.14% | Q2 2017 | Q3 2023 | 26 |
JONES FINANCIAL COMPANIES LLLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2019 | 26 |
BFSG, LLC | 17 | 9 | 0.07% | 0.20% | 0.67% | Q1 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.19% | 0.23% | 0.38% | Q2 2017 | Q3 2023 | 26 |
Summit X, LLC | 26 | 26 | 0.04% | 0.14% | 0.36% | Q2 2017 | Q3 2023 | 26 |
WADE G W & INC | 26 | 26 | 0.02% | 0.05% | 0.27% | Q2 2017 | Q3 2023 | 26 |
RPG Investment Advisory, LLC | 26 | 26 | 0.00% | 0.11% | 0.18% | Q2 2017 | Q3 2023 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 26 |
Ahrens Investment Partners LLC | 26 | 26 | 0.12% | 0.16% | 0.22% | Q4 2016 | Q1 2023 | 26 |
Patriot Financial Group Insurance Agency, LLC | 23 | 3 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 26 |
Choate Investment Advisors | 20 | 6 | 0.15% | 0.76% | 3.39% | Q1 2017 | Q3 2023 | 26 |
NewEdge Advisors, LLC | 26 | 26 | 0.02% | 0.16% | 0.43% | Q2 2017 | Q3 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q4 2023 | 26 |
Abbot Financial Management, Inc. | 26 | 26 | 0.52% | 0.68% | 0.86% | Q2 2017 | Q3 2023 | 26 |
Rafferty Asset Management, LLC | 16 | 9 | 0.46% | 2.64% | 8.47% | Q2 2013 | Q3 2019 | 25 |
TIAA, FSB | 25 | 25 | 0.02% | 0.02% | 0.04% | Q2 2017 | Q2 2023 | 25 |
MONROE BANK & TRUST/MI | 25 | 25 | 0.83% | 1.30% | 1.84% | Q2 2013 | Q2 2019 | 25 |
Financial Enhancement Group LLC | 23 | 2 | 0.03% | 1.23% | 5.28% | Q2 2015 | Q1 2023 | 25 |
Sheaff Brock Investment Advisors, LLC | 15 | 2 | 0.02% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.13% | 0.29% | 1.69% | Q3 2017 | Q3 2023 | 25 |
BB&T SECURITIES, LLC | 22 | 3 | 0.01% | 0.29% | 0.90% | Q2 2013 | Q3 2019 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.10% | 0.15% | 0.21% | Q4 2016 | Q4 2022 | 25 |
PEAK6 Investments LLC | 10 | 1 | 0.00% | 0.05% | 0.31% | Q4 2019 | Q3 2023 | 25 |
Intellectus Partners, LLC | 19 | 6 | 0.11% | 0.41% | 1.01% | Q2 2017 | Q3 2023 | 25 |
BRYN MAWR TRUST Co | 25 | 25 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 25 |
Caprock Group, LLC | 15 | 10 | 0.04% | 0.12% | 0.17% | Q4 2016 | Q3 2023 | 25 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 25 |
DAVENPORT & Co LLC | 18 | 7 | 0.00% | 0.06% | 0.18% | Q2 2017 | Q3 2023 | 25 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.00% | 0.07% | 0.46% | Q2 2017 | Q3 2023 | 25 |
Sowell Financial Services LLC | 10 | 2 | 0.10% | 0.29% | 2.58% | Q4 2016 | Q3 2023 | 25 |
Hugh Johnson Advisors LLC | 25 | 25 | 0.71% | 1.68% | 3.42% | Q2 2013 | Q2 2019 | 25 |
Silverleafe Capital Partners, LLC | 25 | 25 | 1.14% | 2.10% | 3.52% | Q4 2017 | Q4 2023 | 25 |
B. Riley Wealth Management, Inc. | 16 | 9 | 0.00% | 0.35% | 1.22% | Q1 2014 | Q2 2022 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.18% | 0.46% | Q4 2016 | Q3 2023 | 25 |
IndexIQ Advisors LLC | 24 | 1 | 0.00% | 0.14% | 0.66% | Q4 2015 | Q1 2022 | 25 |
Sunbelt Securities, Inc. | 21 | 1 | 0.01% | 0.12% | 0.33% | Q4 2016 | Q3 2023 | 25 |
PATHSTONE FAMILY OFFICE, LLC | 16 | 4 | 0.00% | 0.66% | 1.67% | Q4 2016 | Q3 2023 | 24 |
Wealthcare Advisory Partners LLC | 13 | 11 | 0.01% | 0.06% | 0.33% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.12% | 0.15% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Lido Advisors, LLC | 21 | 1 | 0.04% | 0.48% | 2.77% | Q1 2016 | Q3 2023 | 24 |
Dorsey & Whitney Trust CO LLC | 24 | 24 | 0.04% | 0.36% | 0.58% | Q4 2017 | Q3 2023 | 24 |
Seneca House Advisors | 24 | 24 | 0.30% | 1.94% | 3.16% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Csenge Advisory Group | 16 | 8 | 0.09% | 0.40% | 0.66% | Q3 2017 | Q3 2023 | 24 |
Crewe Advisors LLC | 24 | 24 | 0.02% | 0.04% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.22% | 0.36% | 0.62% | Q4 2017 | Q3 2023 | 24 |
Ashfield Capital Partners, LLC | 24 | 24 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2022 | 24 |
MEITAV INVESTMENT HOUSE LTD | 24 | 24 | 0.07% | 2.30% | 5.07% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.07% | 0.20% | 0.40% | Q4 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.39% | 0.52% | 0.61% | Q4 2017 | Q3 2023 | 24 |
Polaris Wealth Advisory Group, LLC | 9 | 2 | 0.07% | 1.43% | 4.04% | Q2 2013 | Q1 2023 | 24 |
Occidental Asset Management, LLC | 16 | 8 | 0.07% | 0.24% | 0.77% | Q2 2016 | Q3 2023 | 24 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.22% | 0.36% | 0.55% | Q4 2017 | Q3 2023 | 24 |
Busey Bank | 20 | 1 | 0.04% | 0.08% | 0.35% | Q1 2014 | Q3 2023 | 24 |
WealthTrust Fairport, LLC | 24 | 24 | 0.56% | 1.19% | 1.69% | Q2 2013 | Q1 2019 | 24 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 19 | 1 | 0.05% | 0.18% | 0.59% | Q2 2013 | Q4 2022 | 24 |
CALTON & ASSOCIATES, INC. | 24 | 24 | 0.24% | 1.20% | 3.39% | Q4 2017 | Q3 2023 | 24 |
Main Management ETF Advisors, LLC | 24 | 24 | 6.03% | 10.93% | 17.18% | Q4 2017 | Q3 2023 | 24 |
Financial Partners Group, Inc | 24 | 24 | 0.10% | 0.16% | 0.30% | Q4 2017 | Q3 2023 | 24 |
Granite Investment Advisors, LLC | 24 | 24 | 0.03% | 0.54% | 1.00% | Q4 2015 | Q3 2021 | 24 |
Lowe Wealth Advisors, LLC | 12 | 1 | 0.00% | 0.65% | 1.38% | Q1 2015 | Q4 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.04% | 0.51% | 1.08% | Q4 2017 | Q3 2023 | 24 |
CYPRESS CAPITAL MANAGEMENT LLC | 24 | 24 | 0.19% | 0.28% | 0.35% | Q4 2016 | Q3 2022 | 24 |
BANK OF THE WEST | 19 | 1 | 0.02% | 0.22% | 0.46% | Q4 2015 | Q4 2022 | 24 |
Financial Sense Advisors, Inc. | 19 | 1 | 0.12% | 0.85% | 3.16% | Q3 2013 | Q1 2022 | 24 |
DT Investment Partners, LLC | 19 | 5 | 0.00% | 1.05% | 2.01% | Q2 2013 | Q3 2023 | 24 |
Koshinski Asset Management, Inc. | 16 | 8 | 0.08% | 0.24% | 0.44% | Q3 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.34% | 0.54% | 0.76% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
BRIGHTON JONES LLC | 13 | 11 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 24 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 5.94% | 7.31% | 8.68% | Q4 2015 | Q3 2021 | 24 |
PFG Advisors | 24 | 24 | 0.10% | 0.35% | 0.84% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.12% | 0.28% | 0.46% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q3 2023 | 24 |
First Command Financial Services, Inc. | 13 | 11 | 0.00% | 0.20% | 4.06% | Q4 2016 | Q2 2023 | 24 |
First Command Bank | 13 | 11 | 0.01% | 0.03% | 0.12% | Q4 2016 | Q2 2023 | 24 |
SYM FINANCIAL Corp | 22 | 1 | 0.00% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 23 |
WELCH CAPITAL PARTNERS LLC/NY | 23 | 23 | 1.93% | 2.20% | 2.76% | Q1 2018 | Q3 2023 | 23 |
AMARILLO NATIONAL BANK | 23 | 23 | 0.46% | 0.60% | 0.85% | Q1 2018 | Q3 2023 | 23 |
Allen Capital Group, LLC | 20 | 3 | 0.08% | 0.16% | 0.32% | Q4 2017 | Q3 2023 | 23 |
Gilman Hill Asset Management, LLC | 23 | 23 | 0.06% | 0.13% | 0.19% | Q1 2018 | Q3 2023 | 23 |
PARK AVENUE SECURITIES LLC | 23 | 23 | 0.03% | 0.08% | 0.18% | Q1 2018 | Q3 2023 | 23 |
Private Capital Advisors, Inc. | 23 | 23 | 0.07% | 0.10% | 0.12% | Q3 2013 | Q1 2019 | 23 |
Measured Wealth Private Client Group, LLC | 22 | 1 | 0.44% | 1.92% | 3.96% | Q3 2017 | Q3 2023 | 23 |
Argent Trust Co | 14 | 3 | 0.02% | 0.06% | 0.15% | Q4 2014 | Q3 2023 | 23 |
Clarus Wealth Advisors | 23 | 23 | 0.31% | 0.83% | 2.04% | Q4 2017 | Q2 2023 | 23 |
D.B. Root & Company, LLC | 23 | 23 | 0.12% | 0.32% | 0.73% | Q1 2018 | Q3 2023 | 23 |
Quadrant Private Wealth Management, LLC | 19 | 4 | 0.15% | 0.27% | 0.46% | Q4 2017 | Q3 2023 | 23 |
RPg Family Wealth Advisory, LLC | 8 | 2 | 0.01% | 0.25% | 0.82% | Q2 2016 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.24% | 0.50% | 0.93% | Q1 2018 | Q3 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 0.63% | 0.85% | 1.27% | Q1 2018 | Q3 2023 | 23 |
Providence Capital Advisors, LLC | 22 | 1 | 0.00% | 0.04% | 0.16% | Q4 2017 | Q3 2023 | 23 |
NAVELLIER & ASSOCIATES INC | 8 | 1 | 0.01% | 0.27% | 0.71% | Q3 2012 | Q2 2022 | 23 |
Accuvest Global Advisors | 9 | 1 | 0.18% | 1.26% | 2.69% | Q4 2014 | Q3 2023 | 23 |
Legacy Advisors, LLC | 23 | 23 | 0.17% | 0.42% | 0.71% | Q1 2018 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.06% | 0.22% | 0.36% | Q4 2017 | Q3 2023 | 23 |
Linscomb & Williams, Inc. | 19 | 4 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q1 2023 | 23 |
Quantitative Advantage, LLC | 23 | 23 | 1.42% | 2.21% | 2.95% | Q3 2017 | Q1 2023 | 23 |
Advanced Asset Management Advisors Inc | 20 | 3 | 0.07% | 0.11% | 0.24% | Q4 2017 | Q3 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.22% | 0.37% | 0.55% | Q1 2018 | Q3 2023 | 23 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 6 | 0.00% | 0.11% | 0.25% | Q2 2013 | Q2 2021 | 23 |
JUNCTURE WEALTH STRATEGIES, LLC | 11 | 1 | 0.10% | 2.60% | 6.58% | Q4 2014 | Q4 2021 | 23 |
Edge Wealth Management LLC | 19 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2021 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q2 2022 | 23 |
Eagle Ridge Investment Management | 23 | 23 | 0.04% | 0.06% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Transform Wealth, LLC | 23 | 23 | 0.20% | 0.70% | 1.34% | Q1 2018 | Q3 2023 | 23 |
RiverGlades Family Offices LLC | 14 | 4 | 1.26% | 1.63% | 2.14% | Q4 2017 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.14% | 0.52% | 0.71% | Q4 2017 | Q3 2023 | 22 |
Perigon Wealth Management, LLC | 20 | 1 | 0.01% | 0.08% | 0.25% | Q3 2011 | Q3 2023 | 22 |
Hanlon Investment Management, Inc. | 9 | 1 | 0.10% | 2.63% | 6.86% | Q3 2013 | Q4 2022 | 22 |
APPLETON GROUP, LLC | 8 | 1 | 0.22% | 0.50% | 0.90% | Q1 2014 | Q4 2022 | 22 |
Avior Wealth Management, LLC | 21 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 22 |
PRIVATE ASSET MANAGEMENT INC | 22 | 22 | 0.04% | 0.08% | 0.13% | Q2 2018 | Q3 2023 | 22 |
LOEB PARTNERS CORP | 19 | 3 | 0.23% | 0.49% | 0.90% | Q2 2013 | Q4 2018 | 22 |
Avitas Wealth Management LLC | 22 | 22 | 0.26% | 0.43% | 0.63% | Q2 2018 | Q3 2023 | 22 |
WEALTH ADVISORS, INC. | 16 | 16 | 0.03% | 3.41% | 6.66% | Q4 2019 | Q3 2023 | 22 |
InterOcean Capital, LLC | 22 | 22 | 0.12% | 1.12% | 3.31% | Q1 2015 | Q2 2020 | 22 |
D L CARLSON INVESTMENT GROUP INC | 22 | 22 | 0.10% | 0.18% | 0.25% | Q4 2014 | Q1 2020 | 22 |
Integrated Wealth Concepts LLC | 22 | 22 | 0.06% | 0.37% | 1.34% | Q2 2018 | Q3 2023 | 22 |
StoneX Group Inc. | 19 | 3 | 0.22% | 1.27% | 3.27% | Q2 2017 | Q3 2023 | 22 |
Trust Co | 19 | 1 | 0.00% | 1.18% | 4.24% | Q1 2015 | Q3 2023 | 22 |
Lloyds Banking Group plc | 19 | 3 | 0.02% | 0.29% | 0.65% | Q2 2013 | Q4 2018 | 22 |
Community Financial Services Group, LLC | 12 | 1 | 0.06% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 22 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 21 | 1 | 0.01% | 0.01% | 0.12% | Q1 2015 | Q1 2021 | 22 |
Hilltop Holdings Inc. | 21 | 1 | 0.13% | 0.41% | 1.03% | Q2 2013 | Q3 2023 | 22 |
Barnett & Company, Inc. | 13 | 9 | 0.00% | 0.04% | 0.14% | Q1 2016 | Q4 2021 | 22 |
Ruggie Capital Group | 14 | 4 | 0.02% | 0.55% | 3.65% | Q4 2014 | Q3 2020 | 22 |
Virtu Financial LLC | 6 | 1 | 0.03% | 0.74% | 4.29% | Q4 2013 | Q3 2023 | 21 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 21 | 21 | 0.10% | 0.27% | 1.07% | Q3 2018 | Q3 2023 | 21 |
Bedell Frazier Investment Counselling, LLC | 21 | 21 | 1.33% | 3.00% | 4.24% | Q3 2018 | Q3 2023 | 21 |
SUN LIFE FINANCIAL INC | 21 | 21 | 0.07% | 2.52% | 6.55% | Q3 2013 | Q3 2018 | 21 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 21 | 21 | 0.00% | 0.03% | 0.24% | Q1 2014 | Q1 2019 | 21 |
Richard Bernstein Advisors LLC | 21 | 21 | 0.02% | 2.51% | 5.16% | Q3 2018 | Q3 2023 | 21 |
HL FINANCIAL SERVICES LLC | 9 | 1 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q1 2019 | 21 |
CPWM, LLC | 19 | 2 | 0.05% | 0.08% | 0.10% | Q2 2016 | Q3 2022 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 21 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 21 | 21 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2022 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q4 2022 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.04% | 0.15% | 0.41% | Q1 2017 | Q2 2022 | 21 |
WASHINGTON TRUST BANK | 16 | 1 | 0.01% | 0.14% | 0.78% | Q1 2014 | Q4 2021 | 21 |
Providence First Trust Co | 12 | 9 | 0.95% | 1.43% | 1.97% | Q2 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.03% | 0.19% | 0.52% | Q3 2018 | Q3 2023 | 21 |
Sequoia Financial Advisors, LLC | 21 | 21 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 21 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2016 | 21 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 15 | 2 | 0.38% | 3.46% | 8.46% | Q2 2017 | Q3 2023 | 21 |
WEALTHSOURCE PARTNERS, LLC | 21 | 21 | 0.04% | 0.17% | 0.79% | Q3 2018 | Q3 2023 | 21 |
Donald L. Hagan, LLC | 20 | 1 | 0.48% | 1.66% | 4.64% | Q4 2015 | Q3 2023 | 21 |
CAMBRIDGE TRUST CO | 13 | 8 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 21 |
McGuire Investment Group, LLC | 21 | 21 | 0.19% | 0.26% | 0.34% | Q3 2018 | Q3 2023 | 21 |
LVM CAPITAL MANAGEMENT LTD/MI | 13 | 1 | 0.09% | 0.17% | 0.25% | Q2 2013 | Q3 2023 | 21 |
AVIANCE CAPITAL MANAGEMENT, LLC | 18 | 3 | 0.00% | 1.05% | 4.90% | Q2 2013 | Q1 2019 | 21 |
WealthPLAN Partners, LLC | 9 | 1 | 0.02% | 0.52% | 1.51% | Q1 2015 | Q4 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 21 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.43% | 2.57% | Q1 2016 | Q3 2023 | 21 |
Florin Court Capital LLP | 9 | 3 | 0.69% | 7.55% | 22.42% | Q1 2017 | Q1 2023 | 21 |
Versant Capital Management, Inc | 21 | 21 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2023 | 21 |
Cerity Partners LLC | 9 | 1 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 21 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 19 | 2 | 0.00% | 0.05% | 0.09% | Q2 2015 | Q3 2023 | 21 |
Alexandria Capital, LLC | 18 | 3 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2021 | 21 |
GREENWOOD CAPITAL ASSOCIATES LLC | 7 | 1 | 0.00% | 0.40% | 1.25% | Q3 2013 | Q3 2023 | 21 |
DOCK STREET ASSET MANAGEMENT INC | 21 | 21 | 0.08% | 1.46% | 5.75% | Q2 2013 | Q2 2018 | 21 |
FMA ADVISORY INC | 19 | 1 | 0.11% | 0.15% | 0.21% | Q2 2015 | Q3 2021 | 20 |
Keystone Financial Group | 18 | 2 | 0.10% | 0.22% | 1.17% | Q3 2018 | Q3 2023 | 20 |
Robertson Stephens Wealth Management, LLC | 20 | 20 | 0.44% | 2.04% | 6.64% | Q4 2018 | Q3 2023 | 20 |
Astor Investment Management LLC | 13 | 7 | 0.55% | 2.11% | 2.84% | Q4 2016 | Q2 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 1 | 0.12% | 0.55% | 2.07% | Q4 2014 | Q3 2022 | 20 |
Sage Capital Advisors,llc | 16 | 1 | 0.14% | 0.30% | 0.46% | Q1 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.02% | 0.12% | 0.31% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.19% | 0.47% | 0.91% | Q4 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.52% | 0.65% | 0.89% | Q4 2018 | Q3 2023 | 20 |
Leicht Financial Planning & Wealth Management, Inc. | 9 | 4 | 0.40% | 2.83% | 7.30% | Q4 2016 | Q3 2023 | 20 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 20 | 20 | 0.06% | 0.11% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Tredje AP-fonden | 13 | 7 | 0.00% | 0.35% | 1.74% | Q1 2017 | Q1 2022 | 20 |
New England Investment & Retirement Group, Inc. | 20 | 20 | 0.06% | 0.21% | 0.37% | Q4 2016 | Q3 2021 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.12% | 0.30% | 0.74% | Q4 2018 | Q3 2023 | 20 |
CX Institutional | 15 | 5 | 0.00% | 0.70% | 1.81% | Q2 2018 | Q3 2023 | 20 |
Private Wealth Advisors, LLC | 20 | 20 | 1.42% | 3.11% | 5.30% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 3.34% | 3.78% | 4.13% | Q4 2018 | Q3 2023 | 20 |
Pettinga Financial Advisors LLC | 20 | 20 | 0.22% | 0.65% | 1.14% | Q4 2018 | Q3 2023 | 20 |
NOESIS CAPITAL MANGEMENT CORP | 20 | 20 | 0.07% | 0.25% | 0.50% | Q4 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.08% | 0.21% | 0.49% | Q4 2018 | Q3 2023 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.38% | 0.69% | 0.93% | Q4 2018 | Q3 2023 | 20 |
SEGALL BRYANT & HAMILL, LLC | 14 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 20 |
CEDAR HILL ASSOCIATES, LLC | 19 | 1 | 0.50% | 2.33% | 3.34% | Q2 2013 | Q4 2018 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.06% | 0.47% | 0.97% | Q4 2018 | Q3 2023 | 20 |
Avestar Capital, LLC | 11 | 9 | 0.01% | 0.07% | 0.15% | Q4 2017 | Q3 2023 | 20 |
Frisch Financial Group, Inc. | 20 | 20 | 2.48% | 3.28% | 4.74% | Q4 2018 | Q3 2023 | 20 |
DFPG INVESTMENTS, LLC | 20 | 20 | 0.12% | 0.49% | 1.82% | Q4 2018 | Q3 2023 | 20 |
SpiderRock Advisors, LLC | 16 | 1 | 0.01% | 1.94% | 7.59% | Q1 2017 | Q1 2023 | 20 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 20 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 12 | 1 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.24% | 0.38% | 0.58% | Q4 2017 | Q3 2022 | 20 |
CENTRAL BANK & TRUST CO | 20 | 20 | 0.00% | 0.68% | 1.27% | Q4 2018 | Q3 2023 | 20 |
Advisory Resource Group | 20 | 20 | 0.10% | 0.26% | 0.76% | Q4 2018 | Q3 2023 | 20 |
Northeast Financial Consultants Inc | 19 | 1 | 0.05% | 0.17% | 0.73% | Q3 2018 | Q3 2023 | 20 |
Parkside Financial Bank & Trust | 11 | 3 | 0.00% | 0.04% | 0.13% | Q2 2015 | Q3 2023 | 20 |
ALTFEST L J & CO INC | 12 | 8 | 0.06% | 0.33% | 1.87% | Q1 2017 | Q3 2023 | 20 |
Concorde Asset Management, LLC | 14 | 1 | 0.13% | 1.55% | 8.10% | Q4 2014 | Q4 2022 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.38% | 0.93% | 1.88% | Q4 2014 | Q3 2019 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.54% | 3.09% | Q4 2018 | Q3 2023 | 20 |
JAG CAPITAL MANAGEMENT, LLC | 18 | 2 | 0.03% | 0.12% | 0.21% | Q2 2017 | Q3 2023 | 20 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 1 | 0.00% | 0.04% | 0.12% | Q3 2017 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.06% | 0.27% | 1.31% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.01% | 0.05% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Salomon & Ludwin, LLC | 20 | 20 | 1.96% | 2.33% | 2.76% | Q4 2018 | Q3 2023 | 20 |
Spectrum Management Group, LLC | 10 | 2 | 0.00% | 0.69% | 7.26% | Q3 2015 | Q3 2022 | 20 |
INNEALTA CAPITAL, LLC | 20 | 20 | 1.36% | 4.69% | 8.23% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.24% | 0.33% | 0.47% | Q4 2018 | Q3 2023 | 20 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.51% | 1.14% | 2.02% | Q4 2018 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.48% | 1.52% | 4.83% | Q4 2018 | Q3 2023 | 20 |
CORRADO ADVISORS, LLC | 19 | 1 | 0.00% | 0.84% | 2.47% | Q1 2015 | Q4 2022 | 20 |
Chicago Partners Investment Group LLC | 17 | 1 | 0.00% | 0.04% | 0.25% | Q4 2015 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.90% | 1.22% | 1.82% | Q4 2018 | Q3 2023 | 20 |
Coyle Financial Counsel LLC | 15 | 1 | 0.09% | 0.38% | 0.68% | Q4 2013 | Q2 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.04% | 0.28% | Q4 2018 | Q3 2023 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.36% | 0.54% | 1.07% | Q4 2018 | Q3 2023 | 20 |
PointState Capital LP | 10 | 1 | 0.01% | 1.17% | 10.28% | Q1 2016 | Q3 2022 | 20 |
WealthOne, LLC | 20 | 20 | 0.31% | 1.58% | 2.70% | Q4 2018 | Q3 2023 | 20 |
RFG Advisory, LLC | 14 | 1 | 0.18% | 0.41% | 1.06% | Q2 2015 | Q3 2023 | 20 |
Heritage Wealth Advisors | 20 | 20 | 0.03% | 0.08% | 0.35% | Q4 2018 | Q3 2023 | 20 |
Tower View Wealth Management LLC | 20 | 20 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q3 2023 | 20 |
American Financial Advisors, LLC | 20 | 20 | 0.34% | 0.84% | 3.42% | Q4 2018 | Q3 2023 | 20 |
SeaCrest Wealth Management, LLC | 14 | 6 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.15% | 0.21% | 0.35% | Q4 2018 | Q3 2023 | 20 |
HoyleCohen, LLC | 18 | 2 | 0.05% | 0.09% | 0.16% | Q4 2017 | Q3 2023 | 20 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 13 | 1 | 0.07% | 1.60% | 4.77% | Q2 2015 | Q3 2022 | 20 |
All Terrain Financial Advisors, LLC | 10 | 10 | 0.09% | 0.17% | 0.31% | Q4 2017 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.06% | 0.13% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.02% | 2.11% | 4.27% | Q4 2018 | Q3 2023 | 20 |
Hillcrest Wealth Advisors - NY, LLC | 20 | 20 | 0.33% | 0.89% | 1.16% | Q4 2018 | Q3 2023 | 20 |
Vigilant Capital Management, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 19 |
PURA VIDA INVESTMENTS, LLC | 7 | 2 | 0.92% | 3.25% | 7.92% | Q4 2015 | Q1 2021 | 19 |
KG&L Capital Management,LLC | 15 | 4 | 0.26% | 0.35% | 0.57% | Q4 2018 | Q3 2023 | 19 |
WESTWOOD HOLDINGS GROUP INC | 17 | 2 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q1 2020 | 19 |
M Holdings Securities, Inc. | 12 | 1 | 0.04% | 0.13% | 0.76% | Q2 2016 | Q2 2023 | 19 |
Sepio Capital, LP | 19 | 19 | 0.52% | 1.35% | 1.95% | Q1 2019 | Q3 2023 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.04% | 0.42% | 0.75% | Q1 2019 | Q3 2023 | 19 |
Shulman DeMeo Asset Management LLC | 11 | 8 | 0.07% | 0.16% | 0.24% | Q4 2018 | Q3 2023 | 19 |
Vivaldi Capital Management LP | 14 | 1 | 0.00% | 0.15% | 1.49% | Q2 2017 | Q3 2023 | 19 |
RMB Capital Management, LLC | 14 | 2 | 0.01% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.01% | 0.03% | 0.03% | Q3 2018 | Q3 2023 | 19 |
Ellis Investment Partners, LLC | 19 | 19 | 0.08% | 0.40% | 0.88% | Q1 2019 | Q3 2023 | 19 |
Parkside Investments, LLC | 15 | 4 | 0.27% | 1.09% | 2.20% | Q1 2017 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.10% | 0.14% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Archer Investment Corp | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 19 | 19 | 0.47% | 1.60% | 2.97% | Q2 2013 | Q4 2017 | 19 |
Trek Financial, LLC | 19 | 19 | 0.63% | 1.23% | 2.47% | Q1 2019 | Q3 2023 | 19 |
Financial Insights, Inc. | 18 | 1 | 0.21% | 0.54% | 0.78% | Q4 2018 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.05% | 0.18% | 0.33% | Q1 2019 | Q3 2023 | 19 |
AGF Investments LLC | 19 | 19 | 0.00% | 6.46% | 12.72% | Q1 2018 | Q3 2022 | 19 |
Cranbrook Wealth Management, LLC | 19 | 19 | 0.02% | 0.16% | 0.37% | Q1 2019 | Q3 2023 | 19 |
Fulcrum Equity Management | 19 | 19 | 0.24% | 0.79% | 1.60% | Q1 2019 | Q3 2023 | 19 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
BlackRock Investment Management, LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 19 |
Evolution Wealth Advisors, LLC | 16 | 3 | 2.21% | 4.82% | 7.86% | Q4 2018 | Q3 2023 | 19 |
Brown Advisory Securities, LLC | 19 | 19 | 0.04% | 0.14% | 1.00% | Q1 2018 | Q3 2022 | 19 |
WESPAC Advisors, LLC | 14 | 1 | 0.20% | 1.94% | 5.82% | Q4 2014 | Q3 2023 | 19 |
SIGMA INVESTMENT COUNSELORS INC | 18 | 1 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 19 |
Quantitative Investment Management, LLC | 3 | 1 | 0.07% | 1.56% | 4.96% | Q3 2013 | Q2 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
McIlrath & Eck, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
INTEGRAL DERIVATIVES, LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q4 2017 | 19 |
DEARBORN PARTNERS LLC | 10 | 9 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
Aveo Capital Partners, LLC | 19 | 19 | 0.11% | 0.74% | 2.46% | Q1 2019 | Q3 2023 | 19 |
Principle Wealth Partners LLC | 19 | 19 | 0.10% | 0.24% | 0.35% | Q1 2019 | Q3 2023 | 19 |
IPG Investment Advisors LLC | 12 | 7 | 0.07% | 0.14% | 0.47% | Q3 2017 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.38% | 0.95% | 2.70% | Q4 2018 | Q3 2023 | 19 |
Pacific Center for Financial Services | 16 | 3 | 0.01% | 0.57% | 4.92% | Q4 2018 | Q3 2023 | 19 |
Stelac Advisory Services LLC | 8 | 1 | 0.03% | 0.17% | 0.59% | Q1 2017 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.50% | 2.32% | 4.65% | Q1 2019 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.11% | 0.15% | 0.18% | Q4 2018 | Q2 2023 | 19 |
Balentine LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 19 |
Arkos Global Advisors | 14 | 5 | 0.08% | 0.16% | 0.48% | Q4 2018 | Q3 2023 | 19 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 12 | 7 | 0.04% | 0.15% | 0.28% | Q4 2018 | Q3 2023 | 19 |
Clear Perspective Advisors, LLC | 17 | 2 | 0.10% | 0.18% | 0.66% | Q4 2016 | Q4 2021 | 19 |
BURNS J W & CO INC/NY | 19 | 19 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Truvestments Capital LLC | 8 | 2 | 0.00% | 0.08% | 0.16% | Q2 2018 | Q3 2023 | 19 |
Gerber Kawasaki Wealth & Investment Management | 19 | 19 | 1.88% | 2.89% | 3.71% | Q1 2019 | Q3 2023 | 19 |
Allen Investment Management, LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
DELTA ASSET MANAGEMENT LLC/TN | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 18 |
Dakota Wealth Management | 15 | 1 | 0.04% | 0.24% | 0.54% | Q3 2018 | Q3 2023 | 18 |
Successful Portfolios LLC | 13 | 1 | 0.16% | 0.19% | 0.23% | Q3 2018 | Q3 2023 | 18 |
Wela Strategies, Inc. | 18 | 18 | 1.50% | 2.49% | 3.49% | Q3 2019 | Q4 2023 | 18 |
Bruderman Asset Management, LLC | 8 | 1 | 0.01% | 0.26% | 1.23% | Q1 2015 | Q2 2022 | 18 |
FIRST HAWAIIAN BANK | 14 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.01% | 0.05% | 0.12% | Q4 2014 | Q1 2019 | 18 |
ROOSEVELT INVESTMENT GROUP LLC | 10 | 8 | 0.04% | 0.34% | 0.99% | Q2 2017 | Q3 2022 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.01% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 18 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.08% | 0.31% | Q3 2016 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.08% | 0.19% | 0.28% | Q2 2013 | Q3 2017 | 18 |
TOMPKINS FINANCIAL CORP | 10 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2023 | 18 |
BDO Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q2 2023 | 18 |
FIRST UNITED BANK & TRUST | 18 | 18 | 0.09% | 0.17% | 0.43% | Q1 2019 | Q2 2023 | 18 |
Inscription Capital, LLC | 16 | 2 | 0.13% | 0.28% | 0.68% | Q1 2019 | Q3 2023 | 18 |
Benchmark Capital Advisors | 17 | 1 | 0.14% | 0.19% | 0.25% | Q2 2013 | Q4 2018 | 18 |
ARS Wealth Advisors, LLC | 18 | 18 | 0.06% | 0.42% | 0.76% | Q1 2017 | Q2 2021 | 18 |
ROPES WEALTH ADVISORS LLC | 13 | 1 | 0.01% | 0.04% | 0.17% | Q4 2016 | Q3 2023 | 18 |
BlueCrest Capital Management Ltd | 10 | 1 | 0.02% | 0.27% | 1.16% | Q4 2014 | Q3 2019 | 18 |
Advisory Alpha, LLC | 17 | 1 | 0.02% | 1.64% | 3.36% | Q1 2019 | Q3 2023 | 18 |
Bowling Portfolio Management LLC | 12 | 1 | 0.06% | 0.19% | 0.33% | Q4 2013 | Q4 2020 | 18 |
Select Asset Management & Trust | 12 | 6 | 0.14% | 0.72% | 3.18% | Q4 2013 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.09% | 0.32% | Q2 2013 | Q3 2014 | 18 |
USA FINANCIAL FORMULAS | 9 | 1 | 0.05% | 0.13% | 0.22% | Q1 2015 | Q3 2023 | 18 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 | 1 | 0.09% | 0.17% | 0.27% | Q2 2018 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.10% | 0.36% | 0.90% | Q2 2013 | Q3 2017 | 18 |
MACKENZIE FINANCIAL CORP | 12 | 2 | 0.00% | 0.03% | 0.19% | Q3 2018 | Q3 2023 | 18 |
DAVIDSON & GARRARD INC | 18 | 18 | 0.10% | 0.21% | 0.31% | Q2 2013 | Q3 2017 | 18 |
Strategic Advisors LLC | 15 | 3 | 0.08% | 0.29% | 0.46% | Q1 2019 | Q3 2023 | 18 |
DENVER INVESTMENT ADVISORS LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2018 | 18 |
Valmark Advisers, Inc. | 13 | 1 | 0.00% | 0.04% | 0.15% | Q4 2017 | Q3 2023 | 18 |
Foundations Investment Advisors, LLC | 18 | 18 | 0.09% | 1.27% | 9.09% | Q2 2019 | Q3 2023 | 18 |
Wealthspire Advisors, L.P. | 15 | 3 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q2 2020 | 18 |
Verity Asset Management, Inc. | 12 | 1 | 0.21% | 2.17% | 4.52% | Q4 2013 | Q4 2022 | 18 |
THOMPSON DAVIS & CO., INC. | 6 | 1 | 0.01% | 0.16% | 0.55% | Q1 2015 | Q2 2023 | 18 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 16 | 1 | 0.02% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2022 | 18 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 14 | 1 | 0.06% | 0.15% | 0.32% | Q3 2018 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.40% | 1.29% | 1.76% | Q1 2019 | Q2 2023 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.13% | 0.30% | 0.75% | Q2 2013 | Q3 2017 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.97% | 3.66% | 12.17% | Q3 2016 | Q4 2020 | 18 |
Crescent Grove Advisors, LLC | 12 | 1 | 0.02% | 0.12% | 1.39% | Q4 2018 | Q3 2023 | 18 |
Princeton Global Asset Management LLC | 18 | 18 | 0.02% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Hillswick Asset Management, LLC | 18 | 18 | 17.66% | 19.43% | 21.78% | Q4 2014 | Q1 2019 | 18 |
GAMCO INVESTORS, INC. ET AL | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.07% | 0.22% | 0.53% | Q2 2019 | Q3 2023 | 18 |
SII INVESTMENTS INC/WI | 17 | 1 | 0.03% | 0.11% | 0.40% | Q2 2013 | Q4 2017 | 18 |
Tradewinds Capital Management, LLC | 7 | 1 | 0.00% | 1.39% | 10.72% | Q3 2015 | Q3 2023 | 18 |
SNS Financial Group, LLC | 4 | 1 | 0.03% | 0.30% | 1.14% | Q1 2013 | Q3 2023 | 17 |
DAGCO, INC. | 17 | 17 | 0.15% | 0.24% | 0.39% | Q4 2018 | Q4 2022 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q4 2022 | 17 |
Capital Advisory Group Advisory Services, LLC | 15 | 2 | 0.03% | 0.19% | 1.82% | Q1 2018 | Q2 2022 | 17 |
Ferris Capital, LLC | 14 | 3 | 0.18% | 0.22% | 0.25% | Q4 2017 | Q1 2022 | 17 |
PEAK6 Group LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 17 |
First Light Asset Management, LLC | 17 | 17 | 0.15% | 0.31% | 0.55% | Q4 2016 | Q4 2020 | 17 |
Miller Investment Management, LP | 9 | 8 | 2.31% | 5.28% | 9.88% | Q4 2018 | Q3 2023 | 17 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 17 |
MACQUARIE GROUP LTD | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 17 |
Rice Partnership, LLC | 16 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
6 Meridian | 17 | 17 | 0.10% | 0.22% | 0.32% | Q4 2017 | Q4 2021 | 17 |
Apriem Advisors | 16 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2018 | 17 |
FormulaFolio Investments, LLC | 10 | 3 | 0.00% | 0.56% | 4.90% | Q3 2015 | Q2 2021 | 17 |
Seelaus Asset Management LLC | 12 | 5 | 0.17% | 0.23% | 0.33% | Q4 2017 | Q3 2023 | 17 |
Global Trust Asset Management, LLC | 17 | 17 | 0.01% | 0.24% | 0.54% | Q3 2019 | Q3 2023 | 17 |
LAZARD ASSET MANAGEMENT LLC | 14 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 17 |
Beacon Pointe Advisors, LLC | 16 | 1 | 0.03% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 17 |
Concert Wealth Management Inc. | 17 | 17 | 0.09% | 0.22% | 0.42% | Q2 2013 | Q2 2017 | 17 |
GIRARD PARTNERS LTD. | 16 | 1 | 0.02% | 0.10% | 0.29% | Q3 2018 | Q3 2023 | 17 |
Banco Santander, S.A. | 15 | 1 | 0.01% | 0.07% | 0.14% | Q1 2018 | Q3 2023 | 17 |
United Bank | 13 | 4 | 0.11% | 0.68% | 1.55% | Q2 2017 | Q1 2022 | 17 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 10 | 1 | 0.01% | 0.59% | 2.07% | Q1 2016 | Q3 2023 | 17 |
WealthShield Partners, LLC | 12 | 1 | 0.01% | 0.32% | 2.28% | Q4 2017 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
HBW ADVISORY SERVICES LLC | 17 | 17 | 0.22% | 0.73% | 1.58% | Q3 2019 | Q3 2023 | 17 |
ArchPoint Investors | 14 | 3 | 0.00% | 0.07% | 0.61% | Q4 2015 | Q1 2020 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.11% | 0.27% | 0.56% | Q4 2019 | Q4 2023 | 17 |
Homrich & Berg | 16 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2021 | 17 |
Bison Wealth, LLC | 15 | 2 | 0.05% | 0.12% | 0.40% | Q4 2018 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q1 2022 | 17 |
Biltmore Family Office, LLC | 16 | 1 | 0.01% | 0.17% | 0.32% | Q2 2019 | Q3 2023 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 14 | 1 | 0.04% | 0.49% | 1.18% | Q3 2015 | Q3 2023 | 17 |
MATHER GROUP, LLC. | 13 | 4 | 0.01% | 0.72% | 3.30% | Q2 2013 | Q3 2023 | 17 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 2 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q4 2022 | 17 |
WFG Advisors, LP | 17 | 17 | 0.11% | 0.23% | 0.68% | Q2 2013 | Q2 2017 | 17 |
J.Safra Asset Management Corp | 13 | 2 | 0.12% | 3.64% | 11.69% | Q4 2015 | Q3 2023 | 17 |
MAI Capital Management | 14 | 1 | 0.01% | 0.18% | 0.37% | Q2 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.10% | 0.26% | Q4 2019 | Q3 2023 | 16 |
ALERUS FINANCIAL NA | 16 | 16 | 0.06% | 0.60% | 1.64% | Q1 2019 | Q4 2022 | 16 |
Legacy Bridge, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.12% | 0.27% | 0.41% | Q4 2019 | Q3 2023 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.28% | 0.63% | 1.16% | Q4 2019 | Q3 2023 | 16 |
Heartwood Wealth Advisors LLC | 16 | 16 | 0.12% | 0.42% | 1.08% | Q4 2019 | Q3 2023 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.32% | 0.58% | 0.86% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.41% | 0.55% | 0.84% | Q4 2018 | Q3 2022 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Visionary Asset Management, Inc. | 7 | 1 | 0.00% | 0.27% | 0.46% | Q2 2013 | Q4 2018 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.01% | 0.14% | 0.22% | Q4 2019 | Q3 2023 | 16 |
WT Wealth Management | 15 | 1 | 0.10% | 1.03% | 1.76% | Q3 2019 | Q3 2023 | 16 |
Faithward Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
McAdam, LLC | 13 | 3 | 0.01% | 0.06% | 0.15% | Q1 2018 | Q3 2023 | 16 |
Antonetti Capital Management LLC | 9 | 1 | 1.30% | 2.36% | 4.78% | Q2 2010 | Q3 2023 | 16 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 7 | 2 | 0.12% | 0.70% | 1.66% | Q4 2016 | Q3 2023 | 16 |
CLEAR STREET MARKETS LLC | 10 | 1 | 0.00% | 0.08% | 0.20% | Q3 2014 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 1.42% | 1.95% | 2.98% | Q4 2019 | Q3 2023 | 16 |
Asset Advisors Investment Management, LLC | 16 | 16 | 0.13% | 0.54% | 0.78% | Q4 2019 | Q3 2023 | 16 |
Worth Venture Partners, LLC | 16 | 16 | 0.33% | 0.70% | 1.29% | Q1 2017 | Q4 2020 | 16 |
Aspen Investment Management Inc | 14 | 1 | 0.14% | 0.40% | 0.91% | Q3 2018 | Q3 2023 | 16 |
Bank of Marin | 16 | 16 | 1.65% | 2.11% | 2.82% | Q4 2019 | Q3 2023 | 16 |
Meridian Wealth Management, LLC | 15 | 1 | 0.01% | 0.35% | 0.54% | Q2 2019 | Q3 2023 | 16 |
Greenline Partners, LLC | 9 | 1 | 0.00% | 0.04% | 0.18% | Q2 2018 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 15 | 15 | 0.00% | 0.21% | 2.94% | Q1 2020 | Q3 2023 | 16 |
Waverly Advisors, LLC | 12 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 16 |
Farmers & Merchants Trust Co of Chambersburg PA | 11 | 5 | 0.06% | 0.74% | 1.15% | Q3 2018 | Q3 2023 | 16 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 10 | 6 | 0.03% | 0.39% | 0.97% | Q2 2013 | Q3 2023 | 16 |
HYMAN CHARLES D | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Next Capital Management LLC | 12 | 4 | 0.00% | 2.32% | 3.90% | Q4 2018 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.31% | 0.46% | 0.95% | Q4 2019 | Q3 2023 | 16 |
SECURITY NATIONAL TRUST CO | 9 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 16 |
Chicago Wealth Management, Inc. | 16 | 16 | 0.45% | 6.62% | 11.18% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.10% | 0.12% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.05% | 0.18% | 0.55% | Q4 2019 | Q3 2023 | 16 |
VisionPoint Advisory Group, LLC | 10 | 2 | 0.00% | 0.25% | 0.44% | Q4 2018 | Q3 2023 | 16 |
STRATEGY ASSET MANAGERS LLC | 16 | 16 | 0.05% | 0.32% | 0.71% | Q4 2019 | Q3 2023 | 16 |
Vantage Investment Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2018 | 16 |
BENJAMIN EDWARDS INC | 11 | 1 | 0.01% | 0.13% | 0.53% | Q1 2019 | Q3 2023 | 16 |
Aurora Private Wealth, Inc. | 16 | 16 | 0.09% | 0.28% | 0.70% | Q4 2019 | Q3 2023 | 16 |
Jackson Hole Capital Partners, LLC | 13 | 3 | 0.01% | 0.26% | 0.49% | Q2 2019 | Q3 2023 | 16 |
Circle Wealth Management, LLC | 15 | 1 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.08% | 0.17% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Anfield Capital Management, LLC | 16 | 16 | 2.06% | 5.53% | 10.93% | Q4 2019 | Q3 2023 | 16 |
BTR CAPITAL MANAGEMENT INC | 16 | 16 | 0.07% | 0.12% | 0.38% | Q4 2018 | Q3 2022 | 16 |
GFS Advisors, LLC | 10 | 1 | 0.01% | 0.06% | 0.08% | Q1 2016 | Q1 2022 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Bay Rivers Group | 16 | 16 | 1.96% | 2.44% | 3.22% | Q4 2019 | Q3 2023 | 16 |
WealthTrust Axiom LLC | 11 | 1 | 0.07% | 0.08% | 0.08% | Q1 2014 | Q3 2023 | 16 |
PICTET BANK & TRUST Ltd | 16 | 16 | 0.09% | 0.30% | 0.46% | Q1 2015 | Q4 2018 | 16 |
Waldron Private Wealth LLC | 15 | 1 | 0.12% | 0.25% | 0.31% | Q4 2015 | Q3 2023 | 16 |
F3Logic, LLC | 16 | 16 | 0.05% | 0.33% | 0.57% | Q1 2019 | Q4 2022 | 16 |
LUCAS CAPITAL MANAGEMENT | 16 | 16 | 0.20% | 1.60% | 3.63% | Q1 2017 | Q4 2020 | 16 |
Baldwin Investment Management, LLC | 16 | 16 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q1 2017 | 16 |
EATON VANCE MANAGEMENT | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 16 |
AlphaCore Capital LLC | 16 | 16 | 0.03% | 0.19% | 0.99% | Q4 2019 | Q3 2023 | 16 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.34% | 2.14% | Q4 2013 | Q1 2020 | 16 |
CERTUITY, LLC | 16 | 16 | 0.32% | 0.62% | 1.00% | Q4 2019 | Q3 2023 | 16 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.07% | 0.58% | Q1 2018 | Q2 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.08% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 16 | 16 | 2.20% | 2.85% | 3.72% | Q4 2019 | Q3 2023 | 16 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 16 |
JACKSON SQUARE CAPITAL, LLC | 16 | 16 | 0.11% | 0.15% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Knuff & Co LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Private Wealth Strategies, L.L.C. | 16 | 16 | 0.17% | 0.25% | 0.41% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.08% | 0.36% | 0.99% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.02% | 0.06% | 0.18% | Q3 2019 | Q3 2023 | 16 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.14% | 0.48% | Q1 2016 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.56% | 0.74% | 0.92% | Q4 2019 | Q3 2023 | 16 |
Capital Wealth Planning, LLC | 6 | 1 | 0.03% | 0.07% | 0.28% | Q2 2017 | Q3 2023 | 16 |
Claraphi Advisory Network, LLC | 10 | 3 | 0.08% | 0.13% | 0.22% | Q4 2017 | Q2 2022 | 16 |
Blue Zone Wealth Advisors, LLC | 16 | 16 | 0.30% | 1.72% | 3.25% | Q4 2019 | Q3 2023 | 16 |
TL Private Wealth | 16 | 16 | 0.15% | 0.18% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Dorsey Wright & Associates | 10 | 1 | 0.55% | 4.28% | 9.76% | Q2 2013 | Q4 2022 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.94% | 1.73% | 3.36% | Q4 2019 | Q3 2023 | 16 |
HARRELL INVESTMENT PARTNERS, LLC | 16 | 16 | 2.60% | 3.65% | 5.14% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.07% | 0.08% | 0.10% | Q4 2019 | Q3 2023 | 16 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 2 | 0.00% | 0.52% | 1.04% | Q1 2017 | Q2 2022 | 16 |
Arrow Investment Advisors, LLC | 10 | 1 | 3.48% | 5.76% | 8.00% | Q2 2013 | Q4 2022 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.01% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 16 |
Royal Fund Management, LLC | 14 | 2 | 0.00% | 0.15% | 1.36% | Q4 2016 | Q1 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.01% | 0.22% | 0.40% | Q2 2013 | Q1 2017 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.02% | 0.16% | 0.33% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.95% | 1.51% | 2.12% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 15 | 15 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q2 2023 | 15 |
CAPSTONE ASSET MANAGEMENT CO | 12 | 1 | 0.02% | 0.11% | 0.41% | Q2 2013 | Q2 2017 | 15 |
180 WEALTH ADVISORS, LLC | 14 | 1 | 0.05% | 0.12% | 0.19% | Q4 2017 | Q2 2022 | 15 |
Maryland Capital Management | 14 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2022 | 15 |
HEADINVEST, LLC | 14 | 1 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 15 |
BALASA DINVERNO & FOLTZ LLC | 15 | 15 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q1 2020 | 15 |
HBK Sorce Advisory LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Prime Capital Investment Advisors, LLC | 14 | 1 | 0.05% | 0.80% | 1.50% | Q4 2018 | Q3 2023 | 15 |
Steinberg Global Asset Management | 15 | 15 | 0.98% | 1.27% | 1.65% | Q3 2015 | Q1 2019 | 15 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 11 | 1 | 0.00% | 0.17% | 1.30% | Q2 2016 | Q4 2022 | 15 |
Jaffetilchin Investment Partners, LLC | 13 | 2 | 0.05% | 0.12% | 0.39% | Q2 2018 | Q3 2023 | 15 |
J.W. COLE ADVISORS, INC. | 8 | 7 | 0.22% | 0.70% | 0.93% | Q4 2019 | Q3 2023 | 15 |
ExodusPoint Capital Management, LP | 12 | 1 | 0.00% | 0.12% | 0.54% | Q4 2018 | Q1 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.29% | 0.42% | 0.63% | Q2 2013 | Q4 2016 | 15 |
Atom Investors LP | 12 | 2 | 0.08% | 3.82% | 9.27% | Q3 2019 | Q1 2023 | 15 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2018 | 15 |
Altavista Wealth Management, Inc. | 15 | 15 | 0.08% | 0.10% | 0.12% | Q2 2018 | Q4 2021 | 15 |
Financial Gravity Asset Management, Inc. | 4 | 2 | 0.00% | 0.13% | 0.75% | Q1 2018 | Q3 2023 | 15 |
Modus Advisors, LLC | 15 | 15 | 1.46% | 2.18% | 2.64% | Q2 2020 | Q4 2023 | 15 |
MOORE CAPITAL MANAGEMENT, LP | 11 | 1 | 0.02% | 0.34% | 0.95% | Q4 2013 | Q4 2022 | 15 |
NORTHSTAR WEALTH PARTNERS LLC | 15 | 15 | 0.62% | 0.78% | 0.86% | Q1 2017 | Q3 2020 | 15 |
EVERETT HARRIS & CO /CA/ | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Avantax Planning Partners, Inc. | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2023 | 15 |
BRR OpCo, LLC | 15 | 15 | 0.10% | 0.27% | 0.51% | Q1 2019 | Q3 2022 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2016 | 15 |
MONTAG & CALDWELL, LLC | 6 | 2 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q3 2023 | 15 |
Capital Advisors, Ltd. LLC | 15 | 15 | 0.00% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
BARINGS LLC | 12 | 3 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q4 2022 | 15 |
Total Clarity Wealth Management, Inc. | 9 | 6 | 0.04% | 0.28% | 0.67% | Q4 2019 | Q3 2023 | 15 |
UBS OCONNOR LLC | 4 | 1 | 0.00% | 0.21% | 0.74% | Q2 2013 | Q3 2023 | 15 |
Itau Unibanco Holding S.A. | 5 | 2 | 0.00% | 0.19% | 0.81% | Q3 2016 | Q4 2022 | 15 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.03% | 0.19% | Q1 2015 | Q2 2023 | 15 |
IFC Holdings Incorporated/FL | 6 | 4 | 0.02% | 0.14% | 0.57% | Q2 2013 | Q4 2017 | 15 |
Full Sail Capital, LLC | 15 | 15 | 0.30% | 0.48% | 0.73% | Q1 2020 | Q3 2023 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 4 | 0.90% | 2.41% | 3.85% | Q4 2019 | Q3 2023 | 15 |
CHATHAM CAPITAL GROUP, INC. | 15 | 15 | 0.06% | 0.18% | 0.28% | Q1 2020 | Q3 2023 | 15 |
West Coast Financial LLC | 10 | 1 | 0.05% | 0.06% | 0.10% | Q2 2016 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 1.45% | 2.53% | 4.19% | Q1 2020 | Q3 2023 | 15 |
Delphi Private Advisors LLC | 15 | 15 | 0.03% | 0.11% | 0.48% | Q4 2015 | Q2 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.12% | 0.17% | 0.28% | Q2 2016 | Q4 2019 | 15 |
Financial Advantage, Inc. | 13 | 2 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2022 | 15 |
BRADLEY FOSTER & SARGENT INC/CT | 9 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 15 |
Phoenix Holdings Ltd. | 15 | 15 | 0.02% | 3.53% | 8.31% | Q1 2020 | Q3 2023 | 15 |
CHOREO, LLC | 9 | 6 | 0.01% | 0.22% | 0.82% | Q1 2016 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.17% | 0.21% | 0.32% | Q1 2020 | Q3 2023 | 15 |
PRUDENT INVESTORS NETWORK, INC. | 15 | 15 | 2.84% | 3.24% | 3.93% | Q1 2020 | Q3 2023 | 15 |
MAGNOLIA CAPITAL ADVISORS LLC | 15 | 15 | 0.11% | 0.28% | 0.65% | Q1 2020 | Q3 2023 | 15 |
Bluefin Trading, LLC | 3 | 1 | 0.00% | 0.13% | 1.09% | Q2 2014 | Q4 2017 | 15 |
RETIREMENT CAPITAL STRATEGIES | 15 | 15 | 0.16% | 0.50% | 3.30% | Q1 2020 | Q3 2023 | 15 |
WESCAP Management Group, Inc. | 15 | 15 | 0.09% | 0.16% | 0.24% | Q1 2020 | Q3 2023 | 15 |
WILLIAM HARRIS INVESTORS INC | 15 | 15 | 0.12% | 0.19% | 0.27% | Q2 2013 | Q4 2016 | 15 |
Cedar Wealth Management, LLC | 15 | 15 | 0.01% | 0.20% | 0.77% | Q1 2020 | Q3 2023 | 15 |
Asset Management One Co., Ltd. | 7 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q1 2023 | 15 |
LBMC INVESTMENT ADVISORS, LLC | 14 | 1 | 0.03% | 0.14% | 0.20% | Q4 2019 | Q3 2023 | 15 |
Grassi Investment Management | 14 | 1 | 0.24% | 0.29% | 0.37% | Q1 2019 | Q3 2023 | 15 |
Integrated Advisors Network LLC | 14 | 1 | 0.03% | 0.31% | 0.71% | Q4 2019 | Q3 2023 | 15 |
IBERIABANK CORP | 15 | 15 | 0.13% | 0.25% | 0.37% | Q4 2016 | Q2 2020 | 15 |
Strategic Blueprint, LLC | 14 | 1 | 0.05% | 0.09% | 0.35% | Q3 2019 | Q3 2023 | 15 |
Cavalier Investments, LLC | 8 | 1 | 0.08% | 3.92% | 6.87% | Q2 2016 | Q2 2021 | 15 |
First PREMIER Bank | 15 | 15 | 0.00% | 0.04% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Westbourne Investment Advisors, Inc. | 12 | 1 | 0.10% | 0.20% | 0.34% | Q2 2016 | Q3 2023 | 15 |
Capula Management Ltd | 5 | 1 | 0.01% | 0.29% | 0.96% | Q2 2020 | Q3 2022 | 15 |
GeoWealth Management, LLC | 15 | 15 | 0.27% | 1.20% | 1.71% | Q1 2020 | Q3 2023 | 15 |
Braver Wealth Management, LLC | 15 | 15 | 0.13% | 1.29% | 3.12% | Q2 2013 | Q4 2016 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.08% | 0.13% | 0.24% | Q1 2020 | Q3 2023 | 15 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 15 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.15% | 0.29% | Q4 2015 | Q3 2023 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 6 | 0.64% | 0.88% | 1.17% | Q4 2019 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.02% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 15 |
Secure Asset Management, LLC | 14 | 1 | 0.09% | 0.27% | 0.99% | Q4 2019 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Alpha Cubed Investments, LLC | 8 | 7 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 15 |
Bouchey Financial Group Ltd | 6 | 4 | 0.08% | 2.52% | 4.95% | Q4 2015 | Q3 2023 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.00% | 0.74% | 10.91% | Q2 2013 | Q3 2020 | 15 |
Advisors Preferred, LLC | 3 | 1 | 0.00% | 4.45% | 30.06% | Q4 2013 | Q4 2022 | 15 |
Bramshill Investments, LLC | 11 | 2 | 0.01% | 0.11% | 0.21% | Q4 2017 | Q3 2023 | 15 |
Friedenthal Financial | 10 | 1 | 0.36% | 3.56% | 7.01% | Q4 2013 | Q3 2023 | 15 |
Focused Wealth Management, Inc | 14 | 1 | 0.00% | 1.29% | 1.83% | Q3 2015 | Q3 2023 | 15 |
Seven Springs Wealth Group, LLC | 15 | 15 | 0.19% | 0.21% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
PETERSON WEALTH MANAGEMENT | 15 | 15 | 0.90% | 1.85% | 3.20% | Q1 2020 | Q3 2023 | 15 |
55I, LLC | 15 | 15 | 0.32% | 0.53% | 1.09% | Q1 2019 | Q3 2022 | 15 |
LEUTHOLD GROUP, LLC | 7 | 3 | 0.03% | 0.21% | 0.54% | Q3 2018 | Q3 2023 | 14 |
RMR Wealth Builders | 14 | 14 | 0.27% | 0.65% | 0.93% | Q2 2020 | Q3 2023 | 14 |
J Arnold Wealth Management Co | 14 | 14 | 0.01% | 0.62% | 6.11% | Q4 2019 | Q1 2023 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 14 | 0.03% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
WINTON GROUP Ltd | 7 | 7 | 0.02% | 1.45% | 5.07% | Q1 2020 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.00% | 0.46% | 1.15% | Q1 2017 | Q2 2020 | 14 |
Weatherstone Capital Management | 6 | 1 | 0.22% | 0.61% | 1.31% | Q2 2013 | Q1 2019 | 14 |
Newfound Research LLC | 4 | 1 | 0.18% | 2.33% | 6.00% | Q3 2016 | Q2 2022 | 14 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2016 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 1 | 0.00% | 0.50% | 1.10% | Q4 2019 | Q3 2023 | 14 |
GREAT LAKES ADVISORS, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2017 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.60% | 1.52% | 2.90% | Q4 2018 | Q1 2022 | 14 |
WASHINGTON TRUST Co | 14 | 14 | 0.00% | 0.03% | 0.14% | Q2 2020 | Q3 2023 | 14 |
WRAPMANAGER INC | 7 | 1 | 0.09% | 1.45% | 4.56% | Q3 2012 | Q4 2018 | 14 |
PRW Wealth Management LLC | 10 | 1 | 0.12% | 0.17% | 0.24% | Q4 2018 | Q3 2023 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Cornerstone Advisory, LLC | 13 | 1 | 0.01% | 0.36% | 0.57% | Q1 2017 | Q4 2021 | 14 |
FIRST MIDWEST BANK TRUST DIVISION | 14 | 14 | 0.02% | 0.23% | 0.35% | Q1 2014 | Q2 2017 | 14 |
DIVIDEND ASSETS CAPITAL, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CANADA PENSION PLAN INVESTMENT BOARD | 6 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 14 |
Charles Schwab Trust Co | 14 | 14 | 0.04% | 0.06% | 0.10% | Q3 2019 | Q4 2022 | 14 |
FLC Capital Advisors | 14 | 14 | 0.11% | 0.16% | 0.18% | Q1 2020 | Q2 2023 | 14 |
Moneda S.A. Administradora General de Fondos | 14 | 14 | 0.87% | 1.60% | 3.80% | Q4 2019 | Q1 2023 | 14 |
ClearBridge Investments | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2020 | 14 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 2 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 14 |
BBR PARTNERS, LLC | 13 | 1 | 0.06% | 0.44% | 0.91% | Q1 2016 | Q3 2023 | 14 |
Janney Capital Management LLC | 14 | 14 | 0.02% | 0.95% | 2.19% | Q2 2020 | Q3 2023 | 14 |
TRUST CO OF OKLAHOMA | 13 | 1 | 0.08% | 0.15% | 0.27% | Q1 2020 | Q3 2023 | 14 |
Risk Paradigm Group, LLC | 8 | 2 | 0.02% | 0.56% | 1.30% | Q1 2015 | Q4 2018 | 14 |
Canton Hathaway, LLC | 12 | 2 | 0.01% | 0.70% | 0.96% | Q1 2019 | Q3 2023 | 14 |
E&G Advisors, LP | 14 | 14 | 0.09% | 0.24% | 0.40% | Q2 2020 | Q3 2023 | 14 |
TD Capital Management LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 14 |
FORTEM FINANCIAL GROUP, LLC | 14 | 14 | 0.19% | 1.46% | 3.07% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Cypress Wealth Services, LLC | 14 | 14 | 0.05% | 0.09% | 0.13% | Q4 2017 | Q1 2021 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.03% | 0.04% | 0.10% | Q4 2013 | Q1 2017 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 14 |
SevenBridge Financial Group, LLC | 13 | 1 | 0.01% | 0.12% | 1.46% | Q2 2016 | Q4 2021 | 14 |
Personal Capital Advisors Corp | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q4 2022 | 14 |
Regent Peak Wealth Advisors LLC | 13 | 1 | 0.11% | 0.19% | 0.24% | Q4 2019 | Q3 2023 | 14 |
Keel Point, LLC | 7 | 7 | 0.02% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 14 |
Eudaimonia Partners, LLC | 7 | 7 | 0.05% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.06% | 0.22% | Q4 2015 | Q1 2019 | 14 |
Fiduciary Group LLC | 14 | 14 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 1 | 0.02% | 0.03% | 0.07% | Q2 2019 | Q4 2022 | 14 |
Numeric Investors LLC | 8 | 2 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2017 | 14 |
CRA Financial Services, LLC | 14 | 14 | 0.10% | 0.13% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Horizon Investments, LLC | 10 | 2 | 0.02% | 0.54% | 3.27% | Q3 2014 | Q3 2023 | 14 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 14 | 14 | 0.87% | 1.46% | 2.05% | Q2 2020 | Q3 2023 | 14 |
Castle Rock Wealth Management, LLC | 12 | 2 | 0.08% | 0.25% | 1.09% | Q1 2020 | Q3 2023 | 14 |
WP Advisors, LLC | 11 | 1 | 0.07% | 0.56% | 0.92% | Q2 2018 | Q3 2023 | 14 |
Lenox Wealth Management, Inc. | 8 | 6 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2020 | 14 |
Tarbox Family Office, Inc. | 12 | 1 | 0.00% | 0.05% | 0.06% | Q3 2015 | Q4 2021 | 14 |
Pekin Hardy Strauss, Inc. | 13 | 1 | 0.04% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 14 |
Apexium Financial, LP | 14 | 14 | 0.22% | 0.36% | 0.46% | Q2 2020 | Q3 2023 | 14 |
Private Wealth Group, LLC | 14 | 14 | 0.18% | 0.57% | 1.15% | Q2 2020 | Q3 2023 | 14 |
CAPITAL INSIGHT PARTNERS, LLC | 14 | 14 | 0.52% | 0.73% | 0.92% | Q2 2020 | Q3 2023 | 14 |
FORVIS Wealth Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 14 |
Independent Order of Foresters | 14 | 14 | 1.42% | 1.55% | 1.78% | Q2 2020 | Q3 2023 | 14 |
BerganKDV Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 13 |
V Wealth Advisors LLC | 10 | 1 | 0.01% | 0.17% | 0.29% | Q1 2016 | Q3 2023 | 13 |
Grove Bank & Trust | 9 | 4 | 0.02% | 0.35% | 0.91% | Q4 2015 | Q3 2023 | 13 |
TIEDEMANN TRUST CO | 13 | 13 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q2 2016 | 13 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.22% | 0.45% | 0.73% | Q1 2020 | Q3 2023 | 13 |
Rokos Capital Management LLP | 7 | 7 | 0.95% | 2.33% | 3.67% | Q1 2020 | Q3 2021 | 13 |
Canal Capital Management, LLC | 10 | 3 | 0.37% | 1.67% | 2.57% | Q2 2015 | Q2 2019 | 13 |
RDA Financial Network | 13 | 13 | 0.13% | 0.16% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Independence Bank of Kentucky | 12 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q2 2016 | 13 |
VICTORY CAPITAL MANAGEMENT INC | 7 | 6 | 0.00% | 0.05% | 0.13% | Q4 2014 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.08% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 13 |
Lindbrook Capital, LLC | 8 | 5 | 0.00% | 0.08% | 0.24% | Q2 2020 | Q3 2023 | 13 |
Sage Advisory Services, Ltd.Co. | 4 | 1 | 0.07% | 1.93% | 3.27% | Q4 2017 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2016 | 13 |
ROCKY MOUNTAIN ADVISERS, LLC | 13 | 13 | 0.04% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Apollon Wealth Management, LLC | 12 | 1 | 0.04% | 0.10% | 0.16% | Q2 2020 | Q3 2023 | 13 |
Parsec Financial Management, Inc. | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 13 |
Virtu KCG Holdings LLC | 4 | 2 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q2 2017 | 13 |
ASSET MANAGEMENT CORP /IL/ /ADV | 13 | 13 | 0.12% | 0.22% | 0.44% | Q1 2020 | Q1 2023 | 13 |
SIMON QUICK ADVISORS, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 13 |
Summit Place Financial Advisors, LLC | 13 | 13 | 0.20% | 0.40% | 1.04% | Q3 2020 | Q3 2023 | 13 |
VIRIDIAN RIA, LLC | 11 | 2 | 0.09% | 2.17% | 4.34% | Q4 2018 | Q1 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.11% | 0.22% | 0.38% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q3 2023 | 13 |
COWEN AND COMPANY, LLC | 4 | 1 | 0.00% | 0.86% | 3.45% | Q3 2019 | Q2 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.07% | 0.10% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Wealth Advisory Solutions, LLC | 8 | 5 | 0.00% | 0.42% | 0.60% | Q4 2019 | Q1 2023 | 13 |
FLOW TRADERS U.S. LLC | 9 | 1 | 0.02% | 0.23% | 0.52% | Q1 2017 | Q3 2023 | 13 |
One Charles Private Wealth Services, LLC | 12 | 1 | 0.10% | 2.11% | 2.90% | Q2 2020 | Q3 2023 | 13 |
Vectors Research Management, LLC | 11 | 1 | 0.01% | 0.09% | 1.00% | Q3 2018 | Q3 2023 | 13 |
Narwhal Capital Management | 6 | 3 | 0.06% | 0.11% | 0.29% | Q3 2017 | Q3 2023 | 13 |
Oxler Private Wealth LLC | 12 | 12 | 0.03% | 0.30% | 0.41% | Q4 2020 | Q3 2023 | 13 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.00% | 0.13% | 0.35% | Q2 2017 | Q3 2023 | 13 |
Rikoon Group, LLC | 13 | 13 | 0.11% | 0.29% | 0.38% | Q1 2018 | Q1 2021 | 13 |
Chanos & Co LP | 11 | 1 | 0.05% | 1.47% | 6.23% | Q3 2016 | Q3 2020 | 13 |
OXFORD FINANCIAL GROUP, LTD. LLC | 13 | 13 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q1 2023 | 13 |
Karp Capital Management Corp | 11 | 2 | 0.01% | 0.51% | 1.50% | Q4 2014 | Q3 2022 | 13 |
CreativeOne Wealth, LLC | 13 | 13 | 0.04% | 0.12% | 0.30% | Q3 2020 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.22% | 0.50% | 1.02% | Q2 2013 | Q2 2016 | 13 |
Bangor Savings Bank | 6 | 2 | 0.01% | 0.12% | 0.37% | Q1 2015 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.27% | 0.40% | 0.66% | Q3 2020 | Q3 2023 | 13 |
Alpine Global Management, LLC | 3 | 1 | 0.07% | 1.07% | 2.67% | Q2 2014 | Q2 2023 | 13 |
Overbrook Management Corp | 9 | 4 | 0.04% | 0.10% | 0.17% | Q2 2015 | Q4 2019 | 13 |
Qube Research & Technologies Ltd | 8 | 2 | 0.00% | 0.19% | 0.48% | Q4 2019 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.10% | 0.15% | 0.24% | Q1 2013 | Q3 2023 | 13 |
Midwest Professional Planners, LTD. | 4 | 1 | 0.00% | 1.38% | 2.37% | Q1 2018 | Q3 2023 | 13 |
Virtus Fund Advisers, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2017 | 13 |
Lee Financial Co | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 13 |
Stonebridge Capital Advisors LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Clark Capital Management Group, Inc. | 7 | 1 | 0.00% | 0.46% | 1.59% | Q1 2014 | Q2 2022 | 13 |
PICTET ASSET MANAGEMENT LTD | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2020 | 13 |
PhaseCapital LP | 12 | 1 | 0.20% | 5.37% | 14.51% | Q2 2015 | Q3 2018 | 13 |
Millburn Ridgefield Corp | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
QVR LLC | 6 | 1 | 0.00% | 0.72% | 3.10% | Q1 2018 | Q4 2019 | 13 |
Arete Wealth Advisors, LLC | 8 | 1 | 0.05% | 0.07% | 0.16% | Q4 2019 | Q2 2023 | 13 |
Tekla Capital Management LLC | 12 | 1 | 0.04% | 0.30% | 0.77% | Q1 2017 | Q3 2022 | 13 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.52% | 0.95% | 1.66% | Q1 2019 | Q3 2023 | 13 |
HOWARD FINANCIAL SERVICES, LTD. | 13 | 13 | 0.07% | 0.24% | 0.44% | Q4 2018 | Q4 2021 | 13 |
StrongBox Wealth, LLC | 8 | 5 | 0.13% | 0.16% | 0.24% | Q1 2020 | Q4 2023 | 13 |
BALDWIN BROTHERS LLC/MA | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.06% | 0.10% | 0.17% | Q3 2020 | Q3 2023 | 13 |
QUADRANT CAPITAL GROUP LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 13 |
US FINANCIAL ADVISORS, LLC | 6 | 1 | 0.10% | 1.40% | 5.96% | Q4 2014 | Q3 2023 | 13 |
PEOPLES FINANCIAL SERVICES CORP. | 13 | 13 | 0.00% | 0.14% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Avion Wealth | 12 | 12 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Banque Cantonale Vaudoise | 8 | 4 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 12 |
SkyOak Wealth, LLC | 9 | 3 | 0.15% | 0.82% | 2.88% | Q4 2019 | Q3 2023 | 12 |
KFA Private Wealth Group, LLC | 12 | 12 | 0.15% | 0.30% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Center for Financial Planning, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
LPWM LLC | 12 | 12 | 0.15% | 0.19% | 0.21% | Q4 2020 | Q3 2023 | 12 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 12 |
MOODY NATIONAL BANK TRUST DIVISION | 12 | 12 | 0.02% | 0.08% | 0.25% | Q4 2019 | Q3 2022 | 12 |
NOTTINGHAM ADVISORS, INC. | 12 | 12 | 1.16% | 1.51% | 2.26% | Q2 2014 | Q1 2017 | 12 |
NWI MANAGEMENT LP | 8 | 1 | 0.16% | 8.36% | 20.17% | Q2 2016 | Q3 2023 | 12 |
VESTOR CAPITAL, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MORGAN JESS S & CO INC | 12 | 12 | 0.78% | 0.95% | 1.42% | Q4 2019 | Q3 2022 | 12 |
Geneva Advisors, LLC | 12 | 12 | 0.01% | 0.04% | 0.09% | Q3 2014 | Q2 2017 | 12 |
Altshuler Shaham Ltd | 12 | 12 | 0.02% | 0.12% | 0.35% | Q4 2018 | Q3 2021 | 12 |
Stellar Capital Management, LLC | 12 | 12 | 0.15% | 0.20% | 0.25% | Q3 2017 | Q2 2020 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 10 | 2 | 0.49% | 0.88% | 2.16% | Q3 2014 | Q3 2023 | 12 |
WBI INVESTMENTS, LLC | 10 | 1 | 0.05% | 0.22% | 0.37% | Q4 2017 | Q3 2023 | 12 |
Wallington Asset Management, LLC | 11 | 1 | 0.00% | 0.06% | 0.08% | Q1 2014 | Q3 2023 | 12 |
Crestwood Advisors Group, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2018 | Q3 2021 | 12 |
CITY HOLDING CO | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
D. E. Shaw & Co., Inc. | 3 | 1 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q2 2023 | 12 |
Alberta Investment Management Corp | 12 | 12 | 0.03% | 0.07% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Sumitomo Mitsui Trust Holdings, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q1 2016 | 12 |
First Long Island Investors, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Norinchukin Bank, The | 12 | 12 | 0.69% | 0.86% | 1.26% | Q2 2013 | Q1 2016 | 12 |
Jacobus Wealth Management, Inc. | 12 | 12 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q3 2017 | 12 |
SEI INVESTMENTS CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.10% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 12 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 11 | 1 | 0.01% | 0.01% | 0.04% | Q2 2019 | Q2 2022 | 12 |
Hilton Capital Management, LLC | 12 | 12 | 0.00% | 0.09% | 0.15% | Q4 2016 | Q3 2019 | 12 |
Aviance Capital Partners, LLC | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 10 | 2 | 0.07% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 12 |
Kiwi Wealth Investments Limited Partnership | 8 | 1 | 0.05% | 2.29% | 3.98% | Q3 2013 | Q4 2022 | 12 |
High Falls Advisors, Inc | 3 | 1 | 0.03% | 0.20% | 0.35% | Q4 2015 | Q4 2022 | 12 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q1 2022 | 12 |
Giralda Advisors, LLC | 12 | 12 | 11.84% | 12.44% | 13.47% | Q3 2013 | Q2 2016 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
One River Asset Management, LLC | 4 | 4 | 0.09% | 0.53% | 1.25% | Q4 2022 | Q3 2023 | 12 |
Merit Financial Group, LLC | 11 | 1 | 0.03% | 0.22% | 0.67% | Q4 2017 | Q3 2023 | 12 |
MATRIX PRIVATE CAPITAL GROUP LLC | 12 | 12 | 0.07% | 0.27% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Verde Servicos Internacionais S.A. | 12 | 12 | 1.55% | 2.91% | 4.32% | Q4 2016 | Q3 2019 | 12 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
AllSquare Wealth Management LLC | 10 | 2 | 0.03% | 0.18% | 0.43% | Q4 2014 | Q4 2017 | 12 |
Rampart Investment Management Company, LLC | 3 | 1 | 0.06% | 2.77% | 7.96% | Q4 2014 | Q1 2020 | 12 |
Wealthspire Advisors, LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 12 |
Ken Stern & Associates, Inc. | 7 | 2 | 1.72% | 2.74% | 4.53% | Q4 2014 | Q3 2018 | 12 |
NWAM LLC | 9 | 3 | 0.04% | 0.31% | 0.50% | Q2 2012 | Q3 2023 | 12 |
Darwin Wealth Management, LLC | 11 | 1 | 0.02% | 0.96% | 2.04% | Q1 2020 | Q3 2023 | 12 |
Curtis Advisory Group, LLC | 12 | 12 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.09% | 0.26% | Q2 2018 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.01% | 0.02% | 0.08% | Q4 2019 | Q3 2022 | 12 |
First Capital Advisors Group, LLC. | 7 | 5 | 0.00% | 0.73% | 1.46% | Q2 2017 | Q4 2022 | 12 |
Clarity Financial LLC | 12 | 12 | 0.87% | 3.03% | 4.49% | Q4 2020 | Q3 2023 | 12 |
Centiva Capital, LP | 4 | 1 | 0.00% | 0.13% | 0.25% | Q3 2018 | Q3 2023 | 12 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 6 | 1 | 0.45% | 2.62% | 4.50% | Q4 2018 | Q3 2023 | 12 |
Good Life Advisors, LLC | 10 | 2 | 0.06% | 0.16% | 0.45% | Q3 2018 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.44% | 0.69% | 1.02% | Q4 2020 | Q3 2023 | 12 |
Round Rock Advisors, LLC | 12 | 12 | 0.25% | 2.25% | 3.33% | Q4 2020 | Q3 2023 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.25% | 0.42% | 0.85% | Q4 2020 | Q3 2023 | 12 |
Tamar Securities, LLC | 11 | 1 | 2.43% | 3.51% | 4.60% | Q2 2020 | Q3 2023 | 12 |
Constitution Capital LLC | 12 | 12 | 3.18% | 3.83% | 4.76% | Q4 2020 | Q3 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 2.92% | 3.37% | 3.78% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.15% | 0.18% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Icon Wealth Partners, LLC | 5 | 1 | 0.00% | 0.04% | 0.20% | Q4 2017 | Q3 2023 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 0.90% | 1.08% | 1.21% | Q4 2020 | Q3 2023 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 0.14% | 0.17% | 0.25% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.36% | 0.40% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.08% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
STEPH & CO | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 1.01% | 1.23% | 1.70% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 1.06% | 1.81% | 2.62% | Q4 2020 | Q3 2023 | 12 |
New Potomac Partners, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2020 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 2.73% | 3.23% | 3.76% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.08% | 0.18% | Q4 2020 | Q3 2023 | 12 |
GABLES CAPITAL MANAGEMENT INC. | 12 | 12 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2021 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.10% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.07% | 0.17% | 0.38% | Q4 2018 | Q3 2021 | 12 |
Accel Wealth Management | 12 | 12 | 0.02% | 0.10% | 0.21% | Q4 2020 | Q3 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.26% | 0.31% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.01% | 0.72% | 2.50% | Q3 2020 | Q2 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Bell Rock Capital LLC | 12 | 12 | 0.01% | 0.05% | 0.12% | Q1 2017 | Q4 2019 | 12 |
Oxinas Partners Wealth Management LLC | 12 | 12 | 0.32% | 0.84% | 1.52% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.98% | 1.18% | 1.50% | Q4 2020 | Q3 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.33% | 0.41% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.04% | 0.31% | 0.74% | Q4 2018 | Q3 2021 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.06% | 0.18% | Q4 2018 | Q3 2021 | 12 |
LAKE STREET PRIVATE WEALTH, LLC | 12 | 12 | 0.16% | 0.29% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Grant/GrossMendelsohn, LLC | 12 | 12 | 0.34% | 3.82% | 7.16% | Q4 2020 | Q3 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.11% | 0.17% | 0.24% | Q1 2019 | Q1 2022 | 12 |
Curated Wealth Partners LLC | 12 | 12 | 0.20% | 0.62% | 1.68% | Q4 2020 | Q3 2023 | 12 |
tru Independence LLC | 11 | 1 | 0.31% | 0.48% | 0.57% | Q4 2019 | Q3 2023 | 12 |
High Note Wealth, LLC | 12 | 12 | 2.70% | 3.03% | 3.45% | Q4 2020 | Q3 2023 | 12 |
Olympiad Research LP | 12 | 12 | 0.12% | 1.11% | 2.02% | Q4 2019 | Q3 2022 | 12 |
Elliott Investment Management L.P. | 8 | 2 | 0.17% | 1.48% | 2.42% | Q1 2021 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.10% | 0.18% | 0.24% | Q4 2020 | Q3 2023 | 12 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q3 2023 | 11 |
BOK Financial Private Wealth, Inc. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
American Money Management, LLC | 9 | 1 | 0.12% | 0.15% | 0.18% | Q2 2015 | Q1 2019 | 11 |
Destiny Wealth Partners, LLC | 9 | 2 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Kaizen Financial Strategies | 9 | 2 | 0.29% | 0.80% | 1.12% | Q4 2020 | Q3 2023 | 11 |
PATRON PARTNERS, LLC | 11 | 11 | 0.19% | 0.31% | 0.55% | Q4 2020 | Q2 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.16% | 0.24% | 0.30% | Q1 2021 | Q3 2023 | 11 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 11 | 11 | 0.13% | 0.41% | 1.65% | Q1 2021 | Q3 2023 | 11 |
Artemis Wealth Advisors, LLC | 6 | 5 | 0.00% | 0.47% | 0.94% | Q1 2017 | Q1 2021 | 11 |
GPS Wealth Strategies Group, LLC | 11 | 11 | 0.05% | 0.36% | 1.02% | Q1 2021 | Q3 2023 | 11 |
Family Management Corp | 11 | 11 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 11 | 11 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Jump Financial, LLC | 7 | 4 | 0.01% | 0.48% | 0.78% | Q3 2020 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 11 |
Virtus Investment Advisers, Inc. | 6 | 1 | 0.14% | 10.43% | 17.78% | Q2 2013 | Q3 2016 | 11 |
Benchmark Financial Wealth Advisors, LLC | 11 | 11 | 0.18% | 3.02% | 4.36% | Q1 2021 | Q3 2023 | 11 |
BlueSky Wealth Advisors, LLC | 11 | 11 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.20% | 0.26% | 0.29% | Q4 2020 | Q2 2023 | 11 |
VSR Financial Services, Inc. | 11 | 11 | 0.03% | 0.09% | 0.15% | Q4 2013 | Q2 2016 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 0.60% | 0.67% | 0.81% | Q1 2021 | Q3 2023 | 11 |
STRINGER ASSET MANAGEMENT, LLC | 10 | 1 | 1.50% | 4.50% | 6.41% | Q4 2017 | Q3 2022 | 11 |
Deane Retirement Strategies, Inc. | 7 | 2 | 2.14% | 3.52% | 5.21% | Q1 2015 | Q3 2023 | 11 |
PETTYJOHN, WOOD & WHITE, INC | 11 | 11 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.15% | 0.19% | 0.22% | Q4 2019 | Q2 2022 | 11 |
Modera Wealth Management, LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 11 | 11 | 3.82% | 4.99% | 6.64% | Q1 2021 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.03% | 0.08% | 0.17% | Q1 2021 | Q3 2023 | 11 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.04% | 0.68% | 1.34% | Q4 2017 | Q4 2022 | 11 |
Charter Oak Capital Management, LLC | 7 | 4 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 11 |
FIRST AMERICAN TRUST, FSB | 9 | 1 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q3 2023 | 11 |
Mascoma Wealth Management LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 11 |
Almanack Investment Partners, LLC. | 9 | 1 | 0.04% | 0.14% | 0.80% | Q2 2018 | Q2 2022 | 11 |
Texas Capital Bank Wealth Management Services Inc | 8 | 1 | 0.02% | 0.64% | 3.14% | Q4 2019 | Q3 2023 | 11 |
Rovida Advisors Inc. | 11 | 11 | 0.85% | 3.96% | 7.54% | Q4 2016 | Q2 2019 | 11 |
APPLETON PARTNERS INC/MA | 9 | 2 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q4 2023 | 11 |
Loveless Wealth Management LLC | 11 | 11 | 1.13% | 1.55% | 1.78% | Q4 2019 | Q2 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Columbus Macro, LLC | 5 | 2 | 0.10% | 0.25% | 0.48% | Q4 2019 | Q3 2023 | 11 |
1900 WEALTH MANAGEMENT LLC | 11 | 11 | 0.02% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
CMG Global Holdings, LLC | 11 | 11 | 0.71% | 0.94% | 1.16% | Q1 2021 | Q3 2023 | 11 |
Private Advisory Group LLC | 4 | 1 | 0.14% | 0.47% | 0.97% | Q4 2016 | Q3 2023 | 11 |
TriaGen Wealth Management LLC | 11 | 11 | 0.11% | 0.13% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q2 2023 | 11 |
Mathes Company, Inc. | 11 | 11 | 0.38% | 0.51% | 0.70% | Q4 2016 | Q2 2019 | 11 |
LOWE BROCKENBROUGH & CO INC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Leelyn Smith, LLC | 6 | 5 | 0.00% | 0.12% | 0.27% | Q4 2019 | Q4 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.58% | 0.90% | 1.18% | Q1 2021 | Q3 2023 | 11 |
MBA Advisors LLC | 11 | 11 | 0.87% | 1.50% | 2.07% | Q1 2021 | Q3 2023 | 11 |
Narus Financial Partners, LLC | 7 | 4 | 0.25% | 0.59% | 0.85% | Q4 2016 | Q3 2023 | 11 |
Fort Point Capital Partners LLC | 9 | 9 | 0.01% | 0.55% | 1.32% | Q3 2021 | Q3 2023 | 11 |
Interchange Capital Partners, LLC | 9 | 2 | 0.37% | 0.76% | 1.26% | Q4 2020 | Q3 2023 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.12% | 0.23% | 0.43% | Q4 2017 | Q2 2020 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.04% | 0.21% | 0.89% | Q1 2021 | Q3 2023 | 11 |
Laurion Capital Management LP | 4 | 1 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q2 2022 | 11 |
AFFINITY WEALTH MANAGEMENT LLC | 8 | 3 | 0.09% | 6.93% | 12.08% | Q4 2015 | Q1 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.03% | 0.13% | 0.23% | Q4 2020 | Q3 2023 | 11 |
BENEDICT FINANCIAL ADVISORS INC | 11 | 11 | 1.01% | 1.12% | 1.22% | Q1 2021 | Q3 2023 | 11 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 11 | 11 | 1.68% | 2.70% | 4.10% | Q2 2013 | Q4 2015 | 11 |
COZAD ASSET MANAGEMENT INC | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.28% | 0.44% | 0.63% | Q4 2020 | Q2 2023 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.14% | 0.21% | 0.27% | Q4 2019 | Q2 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q2 2020 | 11 |
Peak Asset Management, LLC | 8 | 3 | 0.08% | 0.12% | 0.19% | Q4 2014 | Q3 2017 | 11 |
NOVARE CAPITAL MANAGEMENT LLC | 11 | 11 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.03% | 0.05% | 0.06% | Q3 2013 | Q1 2016 | 11 |
Johnson Financial Group, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 11 |
COASTLAND CAPITAL LLC | 4 | 4 | 0.55% | 2.31% | 5.48% | Q2 2015 | Q1 2016 | 11 |
WEST PACES ADVISORS INC. | 11 | 11 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2019 | 11 |
Greystone Financial Group, LLC | 11 | 11 | 0.11% | 0.24% | 0.41% | Q1 2021 | Q3 2023 | 11 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 5 | 0.02% | 0.07% | 0.19% | Q3 2020 | Q3 2023 | 11 |
McGowan Group Asset Management, Inc. | 11 | 11 | 0.26% | 0.35% | 0.42% | Q4 2020 | Q2 2023 | 11 |
CINQUE PARTNERS LLC | 11 | 11 | 1.44% | 4.67% | 7.88% | Q2 2013 | Q4 2015 | 11 |
Horan Securities, Inc. | 7 | 4 | 0.02% | 0.03% | 0.09% | Q3 2020 | Q2 2023 | 11 |
Hall Kathryn A. | 11 | 11 | 0.31% | 0.47% | 0.64% | Q3 2020 | Q1 2023 | 11 |
KENNICOTT CAPITAL MANAGEMENT LLC | 11 | 11 | 1.72% | 2.76% | 3.45% | Q1 2021 | Q3 2023 | 11 |
Allianz Asset Management GmbH | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2023 | 11 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.12% | 0.41% | Q3 2013 | Q3 2023 | 11 |
Lucia Wealth Services, LLC | 11 | 11 | 0.05% | 0.08% | 0.10% | Q1 2018 | Q3 2020 | 11 |
Alaska Permanent Fund Corp | 7 | 2 | 0.02% | 0.81% | 4.26% | Q1 2020 | Q3 2023 | 11 |
ST GERMAIN D J CO INC | 8 | 3 | 0.08% | 0.28% | 1.28% | Q1 2021 | Q4 2023 | 11 |
CWA Asset Management Group, LLC | 9 | 1 | 0.02% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 11 |
EXCALIBUR MANAGEMENT CORP | 11 | 11 | 0.25% | 0.29% | 0.37% | Q3 2015 | Q1 2018 | 11 |
ADVISORS MANAGEMENT GROUP INC /ADV | 11 | 11 | 0.15% | 0.28% | 0.38% | Q1 2021 | Q3 2023 | 11 |
Haverford Trust Co | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2022 | 11 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.06% | 0.24% | Q2 2014 | Q3 2023 | 11 |
Financial Avengers, Inc. | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Private Ocean, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
PEDDOCK CAPITAL ADVISORS, LLC | 10 | 1 | 0.01% | 0.13% | 0.38% | Q3 2016 | Q4 2020 | 11 |
Blue Chip Partners, LLC | 5 | 1 | 0.02% | 0.08% | 0.24% | Q4 2018 | Q3 2023 | 11 |
Financial Management Professionals, Inc. | 7 | 1 | 0.00% | 0.32% | 1.47% | Q2 2016 | Q1 2023 | 11 |
CHEMICAL BANK | 11 | 11 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q2 2019 | 11 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 11 | 11 | 1.21% | 1.61% | 2.65% | Q4 2019 | Q2 2022 | 11 |
Redhawk Wealth Advisors, Inc. | 4 | 1 | 0.00% | 1.40% | 2.42% | Q2 2019 | Q4 2022 | 10 |
San Luis Wealth Advisors LLC | 9 | 1 | 0.49% | 1.08% | 1.57% | Q4 2020 | Q3 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.09% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Weaver Consulting Group | 7 | 3 | 0.03% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 10 |
Symmetry Investments LP | 7 | 1 | 0.24% | 1.24% | 5.61% | Q4 2020 | Q3 2023 | 10 |
Thomas J. Herzfeld Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2016 | 10 |
TrueWealth Advisors, LLC | 9 | 1 | 0.18% | 0.20% | 0.23% | Q1 2021 | Q3 2023 | 10 |
HANCOCK WHITNEY CORP | 7 | 1 | 0.02% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 10 |
STOCK YARDS BANK & TRUST CO | 8 | 2 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q3 2023 | 10 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 10 | 10 | 0.06% | 0.10% | 0.16% | Q4 2019 | Q1 2022 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.05% | 0.23% | 0.87% | Q4 2020 | Q3 2023 | 10 |
Colonial River Wealth Management, LLC | 8 | 2 | 0.35% | 1.30% | 1.95% | Q1 2021 | Q3 2023 | 10 |
Doyle Wealth Management | 8 | 2 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q1 2022 | 10 |
Calamos Wealth Management LLC | 7 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 10 |
Gainplan LLC | 5 | 5 | 0.12% | 0.26% | 0.76% | Q1 2021 | Q3 2023 | 10 |
Kowal Investment Group, LLC | 10 | 10 | 0.09% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
MEANS INVESTMENT CO., INC. | 9 | 9 | 0.00% | 0.17% | 0.39% | Q3 2021 | Q3 2023 | 10 |
True Link Financial Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 10 |
Argentus Capital Management, LLC | 8 | 1 | 0.02% | 0.19% | 0.37% | Q2 2013 | Q3 2016 | 10 |
Advisor Resource Council | 10 | 10 | 0.38% | 1.23% | 2.50% | Q2 2021 | Q3 2023 | 10 |
Act Two Investors LLC | 5 | 1 | 0.12% | 1.22% | 3.40% | Q4 2018 | Q3 2023 | 10 |
Rock Springs Capital Management LP | 6 | 2 | 0.62% | 1.59% | 7.33% | Q4 2013 | Q3 2023 | 10 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.10% | 0.23% | Q3 2019 | Q3 2023 | 10 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 10 |
PIN OAK INVESTMENT ADVISORS INC | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BKS ADVISORS, LLC | 10 | 10 | 0.34% | 0.49% | 1.06% | Q4 2016 | Q1 2019 | 10 |
Fullerton Fund Management Co Ltd. | 8 | 1 | 0.20% | 1.18% | 4.26% | Q2 2020 | Q2 2023 | 10 |
WestHill Financial Advisors, Inc. | 9 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 10 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 10 | 10 | 3.54% | 5.37% | 6.00% | Q4 2017 | Q1 2020 | 10 |
Lavaca Capital LLC | 4 | 1 | 0.02% | 0.28% | 0.77% | Q4 2018 | Q3 2023 | 10 |
Leucadia National | 4 | 4 | 0.01% | 0.22% | 0.72% | Q4 2022 | Q3 2023 | 10 |
BESSEMER SECURITIES LLC | 6 | 4 | 0.19% | 0.47% | 0.80% | Q4 2019 | Q3 2023 | 10 |
Zions Bancorporation | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2018 | 10 |
TRUST CO OF VERMONT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 10 |
Selective Wealth Management, Inc. | 9 | 1 | 0.01% | 0.04% | 0.11% | Q4 2020 | Q2 2023 | 10 |
Wealth Architects, LLC | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
ELLIOTT MANAGEMENT CORP | 3 | 2 | 0.29% | 1.22% | 2.36% | Q2 2016 | Q3 2019 | 10 |
HIGHLAND CAPITAL MANAGEMENT LP | 4 | 1 | 0.02% | 0.63% | 1.90% | Q1 2015 | Q1 2019 | 10 |
ORSER CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.26% | 0.41% | 0.74% | Q4 2017 | Q1 2020 | 10 |
Hoese & Co LLP | 10 | 10 | 0.02% | 0.06% | 0.13% | Q1 2021 | Q2 2023 | 10 |
Altium Wealth Management LLC | 7 | 3 | 0.02% | 0.10% | 0.24% | Q2 2019 | Q2 2022 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Innova Wealth Partners | 6 | 1 | 0.18% | 3.26% | 4.33% | Q4 2020 | Q3 2023 | 10 |
PACIFIC FINANCIAL GROUP INC | 8 | 1 | 0.15% | 3.63% | 5.05% | Q2 2016 | Q4 2022 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Activest Wealth Management | 9 | 1 | 2.04% | 4.67% | 7.04% | Q1 2021 | Q3 2023 | 10 |
GLG Partners LP | 8 | 1 | 0.23% | 0.78% | 1.08% | Q3 2014 | Q4 2016 | 10 |
Warther Private Wealth, LLC | 10 | 10 | 0.17% | 0.24% | 0.35% | Q2 2021 | Q3 2023 | 10 |
Telemetry Investments, L.L.C. | 10 | 10 | 1.10% | 4.33% | 7.16% | Q1 2017 | Q2 2019 | 10 |
Kovitz Investment Group Partners, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2021 | 10 |
Stack Financial Management, Inc | 4 | 1 | 0.03% | 0.04% | 0.09% | Q1 2014 | Q3 2023 | 10 |
Essex Financial Services, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.74% | 4.13% | 6.91% | Q2 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.06% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q4 2013 | Q4 2020 | 10 |
Royal Harbor Partners, LLC | 5 | 2 | 1.20% | 2.70% | 4.72% | Q4 2019 | Q2 2023 | 10 |
Poehling Capital Management, INC. | 4 | 1 | 0.01% | 0.10% | 0.15% | Q1 2018 | Q3 2021 | 10 |
Camarda Financial Advisors, LLC | 6 | 1 | 0.03% | 4.50% | 8.22% | Q1 2019 | Q4 2022 | 10 |
Bank of New Hampshire | 10 | 10 | 0.19% | 0.29% | 0.35% | Q2 2021 | Q3 2023 | 10 |
Solstein Capital, LLC | 10 | 10 | 0.03% | 0.58% | 0.93% | Q2 2021 | Q3 2023 | 10 |
Zions Bancorporation, N.A. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 10 |
Traynor Capital Management, Inc. | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2017 | 10 |
WealthTrust Asset Management, LLC | 10 | 10 | 0.30% | 0.33% | 0.38% | Q2 2021 | Q3 2023 | 10 |
HORIZON FINANCIAL SERVICES, LLC | 10 | 10 | 0.32% | 0.68% | 0.92% | Q2 2021 | Q3 2023 | 10 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 6 | 1 | 0.01% | 0.14% | 0.29% | Q1 2014 | Q3 2020 | 10 |
Ranch Capital Advisors Inc. | 7 | 3 | 0.01% | 0.19% | 0.36% | Q4 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.12% | 0.17% | 0.24% | Q1 2021 | Q3 2023 | 10 |
CARRET ASSET MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Marathon Trading Investment Management LLC | 4 | 1 | 0.02% | 0.06% | 0.13% | Q4 2012 | Q3 2023 | 10 |
Bayesian Capital Management, LP | 6 | 1 | 0.04% | 0.18% | 0.39% | Q4 2019 | Q2 2023 | 10 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2020 | 10 |
Pallas Capital Advisors LLC | 10 | 10 | 0.11% | 0.18% | 0.34% | Q2 2021 | Q3 2023 | 10 |
Shinko Asset Management Co., Ltd. | 10 | 10 | 0.09% | 0.41% | 0.92% | Q1 2014 | Q2 2016 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Strategic Wealth Partners, Ltd. | 8 | 2 | 0.00% | 0.03% | 0.09% | Q4 2017 | Q4 2022 | 10 |
LVW Advisors, LLC | 9 | 9 | 0.05% | 0.13% | 0.17% | Q3 2018 | Q3 2020 | 9 |
PDT Partners, LLC | 5 | 1 | 0.02% | 0.14% | 0.29% | Q2 2015 | Q1 2018 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.55% | 0.80% | 1.33% | Q3 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.10% | 0.14% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Parisi Gray Wealth Management | 6 | 3 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q4 2021 | 9 |
Somerset Group LLC | 9 | 9 | 1.48% | 1.68% | 1.95% | Q4 2013 | Q4 2015 | 9 |
PrairieView Partners, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 9 |
Tidal Investments LLC | 7 | 1 | 0.01% | 0.03% | 0.13% | Q2 2019 | Q2 2023 | 9 |
HALL LAURIE J TRUSTEE | 9 | 9 | 0.02% | 0.10% | 0.25% | Q4 2017 | Q4 2019 | 9 |
Mizuho Trust & Banking Co., Ltd. | 6 | 3 | 3.72% | 11.21% | 25.60% | Q4 2016 | Q4 2019 | 9 |
USCA RIA LLC | 5 | 1 | 0.02% | 0.06% | 0.09% | Q4 2016 | Q2 2020 | 9 |
Grace Capital | 8 | 1 | 0.04% | 0.49% | 0.58% | Q4 2018 | Q4 2021 | 9 |
Bremer Bank National Association | 5 | 4 | 0.05% | 0.61% | 1.26% | Q1 2019 | Q2 2021 | 9 |
PERSONAL CFO SOLUTIONS, LLC | 8 | 1 | 0.20% | 0.33% | 0.83% | Q2 2020 | Q4 2022 | 9 |
QUEST INVESTMENT MANAGEMENT LLC | 5 | 4 | 0.17% | 0.26% | 0.40% | Q1 2021 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.05% | 0.33% | 0.82% | Q2 2013 | Q2 2015 | 9 |
Pinnacle Wealth Management Advisory Group, LLC | 8 | 1 | 0.04% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 9 |
SHUFRO ROSE & CO LLC | 8 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 9 |
BBVA USA Bancshares, Inc. | 4 | 1 | 0.02% | 0.18% | 0.72% | Q2 2013 | Q1 2021 | 9 |
Bellecapital International Ltd. | 8 | 1 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q4 2022 | 9 |
Arlington Partners LLC | 8 | 1 | 0.00% | 0.16% | 0.29% | Q4 2019 | Q3 2023 | 9 |
PITCAIRN CO | 9 | 9 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q1 2023 | 9 |
PRIO WEALTH LIMITED PARTNERSHIP | 8 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
Relyea Zuckerberg Hanson LLC | 9 | 9 | 0.08% | 0.18% | 0.29% | Q3 2021 | Q3 2023 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.44% | 0.75% | 1.27% | Q3 2017 | Q3 2019 | 9 |
Gruss & Co., LLC | 9 | 9 | 1.95% | 2.56% | 3.01% | Q2 2013 | Q2 2015 | 9 |
NATIXIS ADVISORS, L.P. | 8 | 1 | 0.03% | 0.13% | 0.24% | Q2 2013 | Q3 2017 | 9 |
Advisor OS, LLC | 8 | 1 | 0.04% | 0.84% | 3.35% | Q2 2020 | Q1 2023 | 9 |
Northstar Advisory Group, LLC | 3 | 3 | 0.21% | 4.14% | 6.65% | Q4 2020 | Q3 2023 | 9 |
Alphadyne Asset Management LP | 5 | 5 | 0.03% | 0.98% | 3.35% | Q3 2022 | Q3 2023 | 9 |
Polar Asset Management Partners Inc. | 6 | 1 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q4 2022 | 9 |
Intersect Capital LLC | 5 | 1 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q1 2022 | 9 |
CEDAR CAPITAL, LLC | 5 | 1 | 0.10% | 0.49% | 0.94% | Q4 2017 | Q3 2021 | 9 |
WHALEROCK POINT PARTNERS, LLC | 9 | 9 | 0.24% | 0.30% | 0.35% | Q3 2021 | Q3 2023 | 9 |
NatWest Group plc | 9 | 9 | 0.03% | 0.06% | 0.08% | Q3 2013 | Q3 2015 | 9 |
Corient Capital Partners, LLC | 9 | 9 | 0.04% | 0.18% | 1.24% | Q3 2016 | Q3 2018 | 9 |
Kalos Management, Inc. | 3 | 1 | 0.06% | 0.16% | 0.36% | Q4 2015 | Q2 2023 | 9 |
AlphaStar Capital Management, LLC | 7 | 2 | 0.14% | 0.97% | 1.70% | Q2 2020 | Q1 2023 | 9 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.50% | 2.27% | Q3 2021 | Q3 2023 | 9 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q3 2021 | 9 |
Summit Financial, LLC | 9 | 9 | 0.03% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Bernardo Wealth Planning LLC | 9 | 9 | 0.31% | 0.35% | 0.38% | Q4 2018 | Q4 2020 | 9 |
MONECO Advisors, LLC | 9 | 9 | 0.08% | 0.15% | 0.23% | Q3 2021 | Q3 2023 | 9 |
EXANE DERIVATIVES | 9 | 9 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q4 2016 | 9 |
Fragasso Group Inc. | 5 | 1 | 0.02% | 0.04% | 0.12% | Q4 2019 | Q4 2023 | 9 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 1 | 0.00% | 0.09% | 0.27% | Q3 2014 | Q4 2022 | 9 |
CAHABA WEALTH MANAGEMENT, INC. | 8 | 1 | 0.03% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 9 |
Mirador Capital Partners LP | 4 | 2 | 0.12% | 0.45% | 0.83% | Q2 2016 | Q3 2023 | 9 |
Nan Shan Life Insurance Co., Ltd. | 3 | 1 | 0.24% | 0.60% | 1.13% | Q1 2016 | Q2 2023 | 9 |
Private Capital Management, LLC | 7 | 1 | 0.04% | 0.10% | 0.25% | Q2 2020 | Q3 2023 | 9 |
ROVIN CAPITAL /UT/ /ADV | 9 | 9 | 0.47% | 0.56% | 0.78% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.11% | 0.18% | 0.22% | Q3 2021 | Q3 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.55% | 0.64% | 0.86% | Q1 2020 | Q1 2022 | 9 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 1 | 0.03% | 0.05% | 0.06% | Q1 2015 | Q1 2018 | 9 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.03% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 9 |
MIZUHO SECURITIES USA LLC | 4 | 1 | 0.09% | 0.88% | 3.94% | Q3 2015 | Q4 2021 | 9 |
Fortis Advisors, LLC | 5 | 2 | 0.00% | 0.08% | 0.24% | Q3 2017 | Q3 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.49% | 0.56% | 0.63% | Q4 2019 | Q4 2021 | 9 |
Hutchin Hill Capital, LP | 8 | 8 | 0.03% | 0.15% | 0.30% | Q1 2016 | Q4 2017 | 9 |
Beirne Wealth Consulting Services, LLC | 7 | 2 | 0.14% | 0.18% | 0.29% | Q4 2018 | Q4 2021 | 9 |
Prostatis Group LLC | 6 | 1 | 0.17% | 0.81% | 2.71% | Q1 2020 | Q2 2023 | 9 |
Gunma Bank,Ltd. | 5 | 4 | 0.52% | 1.83% | 2.97% | Q1 2021 | Q2 2023 | 9 |
Phocas Financial Corp. | 7 | 1 | 0.00% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 9 |
CSat Investment Advisory, L.P. | 9 | 9 | 0.11% | 0.26% | 0.47% | Q2 2018 | Q2 2020 | 9 |
SP Asset Management | 9 | 9 | 0.24% | 1.40% | 2.76% | Q3 2020 | Q3 2022 | 9 |
Baystate Wealth Management LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 9 |
Belmont Capital, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Quantbot Technologies LP | 2 | 1 | 0.01% | 0.16% | 0.39% | Q3 2019 | Q3 2023 | 9 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.05% | 0.18% | Q3 2020 | Q2 2022 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 3.13% | 3.33% | 3.59% | Q3 2021 | Q3 2023 | 9 |
Visionary Wealth Advisors | 8 | 1 | 0.05% | 0.16% | 0.45% | Q4 2019 | Q3 2023 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.08% | 0.34% | 0.86% | Q3 2021 | Q3 2023 | 9 |
Altus Wealth Management, LLC | 9 | 9 | 6.69% | 7.60% | 9.64% | Q4 2019 | Q4 2021 | 9 |
ATWOOD & PALMER INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 9 |
MADISON INVESTMENT HOLDINGS INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.01% | 0.04% | 0.11% | Q3 2021 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.49% | 0.62% | 0.71% | Q4 2019 | Q3 2023 | 9 |
Lion Street Advisors, LLC | 9 | 9 | 0.08% | 0.19% | 0.23% | Q3 2021 | Q3 2023 | 9 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 9 | 9 | 0.20% | 0.35% | 0.48% | Q2 2017 | Q2 2019 | 9 |
Intrua Financial, LLC | 5 | 1 | 0.04% | 0.09% | 0.14% | Q2 2020 | Q1 2023 | 9 |
N.E.W. Advisory Services LLC | 9 | 9 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q4 2022 | 9 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9 | 9 | 3.19% | 3.72% | 4.35% | Q3 2021 | Q3 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.29% | 1.78% | Q2 2021 | Q3 2023 | 9 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 9 |
Essex LLC | 9 | 9 | 0.35% | 0.47% | 0.62% | Q3 2021 | Q3 2023 | 9 |
Spruce Investment Advisors LLC | 8 | 1 | 0.07% | 1.49% | 2.32% | Q3 2015 | Q4 2017 | 9 |
Onyx Bridge Wealth Group LLC | 9 | 9 | 0.10% | 0.16% | 0.22% | Q3 2021 | Q3 2023 | 9 |
WILLIAMS JONES & ASSOCIATES LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 9 |
Glassman Wealth Services | 8 | 1 | 0.03% | 0.08% | 0.09% | Q3 2016 | Q3 2023 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.03% | 0.15% | Q1 2014 | Q2 2021 | 9 |
Agate Pass Investment Management, LLC | 9 | 9 | 0.38% | 0.41% | 0.45% | Q4 2021 | Q4 2023 | 9 |
TNF LLC | 9 | 9 | 0.17% | 0.21% | 0.23% | Q3 2021 | Q3 2023 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.39% | 3.31% | Q3 2021 | Q3 2023 | 9 |
Lattice Strategies LLC | 9 | 9 | 0.18% | 0.20% | 0.23% | Q2 2013 | Q2 2015 | 9 |
Point72 Middle East FZE | 4 | 4 | 0.02% | 0.08% | 0.17% | Q4 2022 | Q3 2023 | 9 |
Bank Pictet & Cie (Europe) AG | 4 | 2 | 0.04% | 0.07% | 0.11% | Q3 2014 | Q1 2017 | 9 |
Wall Capital Group, Inc. | 6 | 3 | 3.59% | 7.39% | 9.09% | Q1 2017 | Q3 2023 | 9 |
Paulson Wealth Management Inc. | 9 | 9 | 0.24% | 0.71% | 1.15% | Q4 2017 | Q4 2019 | 9 |
NF Trinity Capital (Hong Kong) Ltd | 8 | 8 | 1.97% | 3.10% | 3.95% | Q4 2015 | Q3 2017 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.47% | 0.53% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Granite Bay Wealth Management, LLC | 8 | 8 | 9.44% | 11.13% | 13.08% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.64% | 1.19% | 1.90% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.16% | 0.23% | 0.28% | Q4 2021 | Q3 2023 | 8 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 6 | 2 | 0.33% | 0.60% | 0.82% | Q4 2018 | Q3 2021 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 3.23% | 3.49% | 3.78% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.16% | 1.23% | Q4 2021 | Q3 2023 | 8 |
New Legacy Group, LLC | 8 | 8 | 0.05% | 0.55% | 0.87% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.32% | 0.57% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Tuttle Capital Management, LLC | 5 | 1 | 0.32% | 3.09% | 6.33% | Q4 2016 | Q2 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.28% | 0.29% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.19% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Cerebellum GP, LLC | 4 | 1 | 0.09% | 0.24% | 0.31% | Q4 2017 | Q2 2020 | 8 |
MKT Advisors LLC | 8 | 8 | 0.52% | 0.62% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.21% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
NorthRock Partners, LLC | 3 | 2 | 0.02% | 0.22% | 0.98% | Q4 2016 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.37% | 0.44% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Summit Financial Wealth Advisors, LLC | 8 | 8 | 0.09% | 0.12% | 0.15% | Q4 2014 | Q3 2016 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.58% | 1.94% | 2.84% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.18% | 0.28% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Clay Northam Wealth Management, LLC | 8 | 8 | 0.54% | 0.61% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.18% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 8 |
My Personal CFO, LLC | 8 | 8 | 0.28% | 0.35% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 1.19% | 1.34% | 1.46% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 2.28% | 2.84% | 3.34% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.06% | 0.19% | 0.28% | Q4 2021 | Q3 2023 | 8 |
LOWERY THOMAS, LLC | 8 | 8 | 0.38% | 1.46% | 2.74% | Q4 2021 | Q3 2023 | 8 |
Garde Capital, Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.12% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Objective Capital Management, LLC | 8 | 8 | 1.11% | 1.30% | 1.45% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.37% | 0.73% | 1.02% | Q1 2021 | Q3 2023 | 8 |
Executive Wealth Management, LLC | 4 | 1 | 0.00% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 8 |
Turim 21 Investimentos Ltda. | 8 | 8 | 0.02% | 0.09% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Madden Advisory Services, Inc. | 4 | 4 | 0.00% | 0.38% | 2.26% | Q1 2014 | Q4 2020 | 8 |
Cornerstone Wealth Group, LLC | 4 | 1 | 0.64% | 0.79% | 0.98% | Q1 2020 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.19% | 0.25% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 1.30% | 2.34% | 2.99% | Q4 2021 | Q3 2023 | 8 |
Allegis Investment Advisors, LLC | 6 | 2 | 0.07% | 0.31% | 0.92% | Q4 2015 | Q4 2017 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.17% | 0.24% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Sutton Wealth Advisors Inc. | 7 | 1 | 0.00% | 0.07% | 0.15% | Q1 2016 | Q1 2018 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Nuveen Asset Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 8 |
SWISS RE LTD | 8 | 8 | 8.01% | 25.48% | 45.44% | Q2 2021 | Q1 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 1.26% | 1.36% | 1.44% | Q4 2021 | Q3 2023 | 8 |
Windham Capital Management, LLC | 8 | 8 | 0.06% | 0.26% | 0.49% | Q4 2021 | Q3 2023 | 8 |
F-Squared Investment Management, LLC | 6 | 2 | 0.10% | 1.66% | 11.60% | Q2 2013 | Q2 2015 | 8 |
Kepos Capital LP | 3 | 1 | 0.10% | 0.69% | 2.06% | Q1 2018 | Q2 2021 | 8 |
PATTON ALBERTSON MILLER GROUP, LLC | 7 | 1 | 0.01% | 0.26% | 0.37% | Q2 2013 | Q3 2018 | 8 |
Armor Investment Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 8 |
MILLIE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.25% | 0.34% | 0.48% | Q1 2016 | Q4 2017 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.16% | 0.57% | 0.81% | Q2 2013 | Q1 2015 | 8 |
Enterprise Trust & Investment Co | 8 | 8 | 0.59% | 1.50% | 2.00% | Q3 2020 | Q2 2022 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
3D/L Capital Management, LLC | 5 | 3 | 0.22% | 0.30% | 0.49% | Q1 2021 | Q3 2023 | 8 |
Symmetry Partners, LLC | 3 | 2 | 0.35% | 0.57% | 1.16% | Q4 2018 | Q1 2023 | 8 |
RITHOLTZ WEALTH MANAGEMENT | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
AEGON USA Investment Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 1.99% | 2.50% | 2.88% | Q4 2020 | Q3 2023 | 8 |
Black Swift Group, LLC | 4 | 2 | 0.00% | 0.29% | 1.08% | Q3 2017 | Q1 2023 | 8 |
Leonetti & Associates, LLC | 4 | 2 | 1.74% | 2.69% | 5.16% | Q4 2014 | Q4 2018 | 8 |
Crown Wealth Group, LLC | 8 | 8 | 0.31% | 1.92% | 4.52% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Cutter & CO Brokerage, Inc. | 5 | 3 | 0.08% | 0.17% | 0.25% | Q3 2014 | Q1 2019 | 8 |
COMERICA SECURITIES,INC. | 7 | 1 | 0.02% | 0.17% | 0.36% | Q4 2019 | Q3 2023 | 8 |
Trilogy Capital Inc. | 6 | 2 | 0.00% | 0.45% | 1.37% | Q1 2018 | Q3 2023 | 8 |
Briaud Financial Planning, Inc | 8 | 8 | 0.23% | 0.89% | 1.37% | Q4 2021 | Q3 2023 | 8 |
Ballentine Partners, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.22% | 0.44% | Q2 2013 | Q1 2015 | 8 |
Regis Management CO LLC | 8 | 8 | 0.31% | 0.33% | 0.37% | Q1 2016 | Q4 2017 | 8 |
DDD Partners, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Fountainhead AM, LLC | 8 | 8 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Virtue Capital Management, LLC | 4 | 4 | 0.10% | 0.20% | 0.34% | Q4 2017 | Q4 2019 | 8 |
HealthCor Management, L.P. | 2 | 1 | 0.36% | 1.42% | 3.28% | Q3 2014 | Q2 2022 | 8 |
Cypress Capital Group | 8 | 8 | 0.16% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Acorn Wealth Advisors, LLC | 6 | 2 | 0.03% | 0.16% | 0.22% | Q1 2018 | Q3 2023 | 8 |
Triumph Capital Management | 8 | 8 | 0.13% | 0.89% | 1.97% | Q2 2021 | Q1 2023 | 8 |
NTV ASSET MANAGEMENT LLC | 8 | 8 | 0.06% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Destination Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2021 | 8 |
Galvin, Gaustad & Stein, LLC | 7 | 1 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q4 2022 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 8 |
Grant Street Asset Management, Inc. | 8 | 8 | 0.09% | 0.17% | 0.58% | Q4 2020 | Q3 2022 | 8 |
Braun-Bostich & Associates Inc. | 8 | 8 | 1.17% | 2.29% | 5.48% | Q1 2019 | Q4 2020 | 8 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.05% | 0.20% | Q4 2018 | Q2 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Brand Asset Management Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 8 |
AFAM CAPITAL, INC. | 8 | 8 | 0.36% | 0.74% | 1.07% | Q1 2016 | Q4 2017 | 8 |
DAVIS R M INC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2022 | 8 |
Crew Capital Management, Ltd. | 5 | 1 | 0.17% | 1.18% | 4.20% | Q2 2021 | Q3 2023 | 8 |
AVIVA PLC | 8 | 8 | 0.08% | 0.16% | 0.26% | Q3 2021 | Q2 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
SEAVIEW INVESTMENT MANAGERS LLC | 7 | 1 | 0.00% | 0.83% | 1.33% | Q4 2020 | Q1 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.10% | 0.11% | 0.13% | Q3 2020 | Q2 2022 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q1 2015 | 8 |
SENTINEL TRUST CO LBA | 8 | 8 | 0.36% | 0.50% | 0.62% | Q4 2021 | Q3 2023 | 8 |
INVESTMENT PARTNERS, LTD. | 3 | 1 | 0.09% | 0.16% | 0.24% | Q4 2018 | Q3 2022 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.05% | 0.32% | 0.56% | Q4 2015 | Q3 2017 | 8 |
Tennessee Valley Asset Management Partners | 6 | 2 | 0.06% | 0.98% | 2.07% | Q4 2020 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 2.54% | 3.33% | 3.83% | Q4 2021 | Q3 2023 | 8 |
FIRST FOUNDATION ADVISORS | 2 | 1 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q2 2023 | 8 |
One Day In July LLC | 8 | 8 | 0.15% | 0.36% | 0.49% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.30% | 1.20% | Q1 2016 | Q3 2023 | 8 |
ARISTEIA CAPITAL, L.L.C. | 4 | 4 | 0.16% | 0.27% | 0.40% | Q1 2020 | Q4 2020 | 8 |
GUYASUTA INVESTMENT ADVISORS INC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Outlook Wealth Advisors, LLC | 8 | 8 | 0.07% | 0.18% | 0.48% | Q1 2021 | Q4 2022 | 8 |
Pinnacle Summer Investments, Inc. | 8 | 8 | 0.28% | 1.02% | 2.15% | Q1 2014 | Q4 2015 | 8 |
EVERMAY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 8 | 8 | 1.42% | 2.94% | 4.48% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Bay Harbor Wealth Management, LLC | 5 | 3 | 0.00% | 0.39% | 0.92% | Q4 2018 | Q4 2020 | 8 |
Lloyd Advisory Services, LLC. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2022 | 8 |
Investment Research & Advisory Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 1.68% | 1.88% | 2.13% | Q4 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.90% | 1.20% | 1.39% | Q4 2021 | Q3 2023 | 8 |
HAMEL ASSOCIATES, INC. | 8 | 8 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q1 2023 | 8 |
Joel Isaacson & Co., LLC | 8 | 8 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q4 2016 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HERBST GROUP, LLC | 8 | 8 | 1.50% | 1.93% | 2.34% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.06% | 0.26% | 0.47% | Q4 2013 | Q3 2015 | 8 |
Blue Door Asset Management, LLC | 8 | 8 | 0.92% | 1.61% | 2.23% | Q4 2021 | Q3 2023 | 8 |
First International Bank & Trust | 8 | 8 | 0.35% | 0.47% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Horizon Family Wealth, Inc. | 8 | 8 | 1.37% | 2.37% | 3.36% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.27% | 0.35% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.05% | 0.20% | 0.41% | Q4 2021 | Q3 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.29% | 0.51% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.66% | 0.73% | 0.82% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Forbes Financial Planning, Inc. | 8 | 8 | 0.53% | 2.10% | 4.72% | Q4 2021 | Q3 2023 | 8 |
TELEMUS CAPITAL, LLC | 6 | 2 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q1 2022 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Benchmark Investment Advisors LLC | 7 | 7 | 0.26% | 0.64% | 0.86% | Q1 2022 | Q3 2023 | 7 |
STRS OHIO | 4 | 3 | 0.05% | 0.12% | 0.33% | Q1 2020 | Q1 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
TRIANGLE PEAK PARTNERS, LP | 7 | 7 | 0.85% | 1.51% | 1.94% | Q4 2013 | Q2 2015 | 7 |
Cardinal Strategic Wealth Guidance | 7 | 7 | 0.01% | 0.91% | 1.34% | Q1 2022 | Q3 2023 | 7 |
Aries Wealth Management | 6 | 1 | 0.08% | 0.26% | 0.34% | Q4 2021 | Q3 2023 | 7 |
Merriman Wealth Management, LLC | 4 | 1 | 0.06% | 0.29% | 1.23% | Q4 2014 | Q1 2019 | 7 |
Paradigm, Strategies in Wealth Management, LLC | 5 | 2 | 0.13% | 0.17% | 0.21% | Q1 2021 | Q3 2023 | 7 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
FORMULA GROWTH LTD | 7 | 7 | 0.49% | 0.64% | 0.87% | Q1 2017 | Q3 2018 | 7 |
Retirement Group, LLC | 4 | 1 | 0.01% | 0.11% | 0.25% | Q4 2019 | Q3 2023 | 7 |
HWG Holdings LP | 6 | 1 | 0.13% | 0.37% | 0.76% | Q1 2022 | Q4 2023 | 7 |
Lebenthal Global Advisors, LLC | 6 | 1 | 0.06% | 0.11% | 0.15% | Q4 2020 | Q2 2023 | 7 |
Claro Advisors LLC | 6 | 1 | 0.09% | 0.12% | 0.18% | Q4 2018 | Q3 2023 | 7 |
5th Street Advisors, LLC | 7 | 7 | 0.47% | 6.99% | 10.79% | Q1 2022 | Q3 2023 | 7 |
ELEMENT POINTE ADVISORS, LLC | 7 | 7 | 2.08% | 2.87% | 4.38% | Q1 2022 | Q3 2023 | 7 |
Keystone Financial Services | 7 | 7 | 0.12% | 0.13% | 0.13% | Q4 2021 | Q2 2023 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.03% | 0.07% | 0.14% | Q4 2021 | Q2 2023 | 7 |
SMITH HAYES Advisers, Inc | 7 | 7 | 0.05% | 0.12% | 0.27% | Q3 2014 | Q1 2016 | 7 |
Colonial Trust Advisors | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
GODSEY & GIBB, INC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.08% | 0.27% | 0.52% | Q2 2013 | Q4 2014 | 7 |
TCF National Bank | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2021 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Industrial Alliance Investment Management Inc. | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Telos Capital Management, Inc. | 5 | 2 | 0.03% | 0.37% | 0.59% | Q4 2018 | Q1 2023 | 7 |
Legacy Financial Strategies, LLC | 5 | 2 | 0.40% | 2.47% | 3.67% | Q4 2017 | Q3 2023 | 7 |
Relative Value Partners Group, LLC | 7 | 7 | 0.04% | 0.14% | 0.51% | Q3 2018 | Q1 2020 | 7 |
Strengthening Families & Communities, LLC | 5 | 2 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Centennial Wealth Advisory LLC | 7 | 7 | 0.23% | 0.44% | 1.02% | Q4 2020 | Q2 2022 | 7 |
SPX Gestao de Recursos Ltda | 4 | 3 | 0.75% | 3.44% | 9.68% | Q1 2013 | Q2 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2015 | Q3 2016 | 7 |
PFS INVESTMENTS INC. | 3 | 1 | 0.16% | 0.17% | 0.20% | Q1 2020 | Q2 2023 | 7 |
Forward Management, LLC | 2 | 1 | 0.00% | 0.76% | 4.57% | Q1 2014 | Q4 2020 | 7 |
Walleye Capital LLC | 2 | 1 | 0.01% | 0.08% | 0.20% | Q1 2022 | Q3 2023 | 7 |
EMFO, LLC | 7 | 7 | 0.61% | 0.91% | 1.37% | Q1 2022 | Q3 2023 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Financial & Tax Architects, LLC | 4 | 1 | 0.23% | 0.40% | 0.54% | Q1 2021 | Q3 2023 | 7 |
Beaumont Capital Management, LLC | 6 | 1 | 3.93% | 5.78% | 6.75% | Q4 2020 | Q4 2022 | 7 |
Kavar Capital Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2018 | 7 |
Harfst & Associates, Inc. | 7 | 7 | 0.43% | 0.76% | 2.26% | Q2 2015 | Q4 2016 | 7 |
Teamwork Financial Advisors, LLC | 6 | 1 | 0.39% | 0.97% | 2.11% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Mizuho Bank, Ltd. | 3 | 1 | 1.86% | 3.65% | 7.88% | Q1 2014 | Q3 2018 | 7 |
Worth Asset Management, LLC | 7 | 7 | 0.02% | 0.14% | 0.83% | Q1 2022 | Q3 2023 | 7 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 7 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 5 | 2 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q2 2018 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.22% | 0.33% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Euclid Advisors LLC | 6 | 1 | 3.54% | 4.54% | 6.49% | Q2 2013 | Q1 2015 | 7 |
Smith Anglin Financial, LLC | 6 | 1 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.24% | 0.38% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Parasol Investment Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2015 | 7 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.21% | 0.50% | 1.07% | Q2 2013 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 1.28% | 1.43% | 1.64% | Q1 2022 | Q3 2023 | 7 |
Resurgent Financial Advisors LLC | 5 | 2 | 0.16% | 0.33% | 0.44% | Q4 2021 | Q3 2023 | 7 |
Cinctive Capital Management LP | 6 | 6 | 0.09% | 0.38% | 0.83% | Q4 2021 | Q1 2023 | 7 |
BRINKER CAPITAL INC | 6 | 1 | 0.01% | 0.23% | 1.50% | Q2 2015 | Q2 2020 | 7 |
First Heartland Consultants, Inc. | 7 | 7 | 0.03% | 0.19% | 0.41% | Q1 2022 | Q3 2023 | 7 |
PBMares Wealth Management LLC | 7 | 7 | 0.09% | 0.11% | 0.18% | Q1 2022 | Q3 2023 | 7 |
BANK OF HAWAII | 6 | 1 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 7 |
Game Plan Financial Advisors, LLC | 3 | 1 | 0.23% | 0.65% | 2.42% | Q1 2020 | Q4 2022 | 7 |
MFA WEALTH ADVISORS, LLC | 7 | 7 | 2.18% | 2.29% | 2.50% | Q1 2022 | Q3 2023 | 7 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 7 | 7 | 0.01% | 0.02% | 0.06% | Q1 2014 | Q3 2015 | 7 |
Peregrine Asset Advisers, Inc. | 4 | 3 | 0.11% | 0.15% | 0.23% | Q2 2021 | Q3 2023 | 7 |
Barrett Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Varma Mutual Pension Insurance Co | 7 | 7 | 0.04% | 0.57% | 2.39% | Q3 2021 | Q1 2023 | 7 |
New Capital Management LP | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2018 | 7 |
CITY NATIONAL BANK | 4 | 3 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2015 | 7 |
Compass Financial Group, Inc. | 7 | 7 | 3.80% | 4.21% | 4.92% | Q2 2020 | Q4 2021 | 7 |
IBEX WEALTH ADVISORS | 4 | 1 | 0.01% | 0.04% | 0.05% | Q4 2016 | Q4 2022 | 7 |
TLP GROUP LLC | 4 | 1 | 0.12% | 5.20% | 16.37% | Q3 2017 | Q3 2019 | 7 |
Lokken Investment Group LLC | 7 | 7 | 0.52% | 1.23% | 1.79% | Q1 2022 | Q3 2023 | 7 |
McKinley Carter Wealth Services, Inc. | 7 | 7 | 0.02% | 0.30% | 0.97% | Q1 2022 | Q3 2023 | 7 |
SkyView Investment Advisors, LLC | 6 | 1 | 0.01% | 0.31% | 0.58% | Q1 2021 | Q3 2023 | 7 |
Hudson Bay Capital Management LP | 5 | 1 | 0.00% | 0.12% | 0.42% | Q4 2014 | Q2 2018 | 7 |
National Wealth Management Group, LLC | 7 | 7 | 0.41% | 0.88% | 1.33% | Q4 2021 | Q2 2023 | 7 |
XR Securities LLC | 4 | 1 | 0.01% | 0.65% | 4.20% | Q4 2017 | Q4 2022 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.30% | 0.34% | 0.37% | Q1 2022 | Q3 2023 | 7 |
CABANA LLC | 3 | 1 | 0.02% | 4.16% | 9.75% | Q4 2017 | Q2 2021 | 7 |
DRW Securities, LLC | 2 | 1 | 0.02% | 0.06% | 0.11% | Q1 2019 | Q2 2023 | 7 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 7 | 7 | 0.10% | 0.28% | 1.12% | Q1 2022 | Q3 2023 | 7 |
COLLECTIVE FAMILY OFFICE LLC | 6 | 1 | 0.09% | 0.14% | 0.20% | Q4 2020 | Q4 2022 | 7 |
HOEY INVESTMENTS, INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Ford Financial Group, LLC | 5 | 1 | 0.02% | 0.24% | 0.56% | Q4 2017 | Q4 2022 | 7 |
CONSILIO WEALTH ADVISORS, LLC | 7 | 7 | 2.19% | 4.28% | 5.49% | Q1 2022 | Q3 2023 | 7 |
W.G. Shaheen & Associates DBA Whitney & Co | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.41% | 0.52% | 0.69% | Q4 2021 | Q3 2023 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 1.61% | 2.22% | 2.66% | Q4 2021 | Q2 2023 | 7 |
NovaPoint Capital, LLC | 7 | 7 | 0.18% | 0.24% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Integrated Investment Consultants, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2018 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.14% | 0.64% | Q2 2013 | Q4 2014 | 7 |
TCWP LLC | 7 | 7 | 0.05% | 0.30% | 0.86% | Q4 2021 | Q2 2023 | 7 |
AlphaCentric Advisors LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q4 2021 | 7 |
BOSTON ADVISORS LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2019 | 7 |
Laffer Tengler Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2016 | 7 |
PacWest Financial Management Inc | 5 | 2 | 0.13% | 0.15% | 0.18% | Q1 2015 | Q4 2016 | 7 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 7 | 7 | 0.68% | 1.97% | 2.77% | Q1 2022 | Q3 2023 | 7 |
Quadrant Capital Management, LLC | 7 | 7 | 0.12% | 0.14% | 0.16% | Q2 2018 | Q4 2019 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 7 |
WNY Asset Management, LLC | 5 | 1 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 7 |
DUBUQUE BANK & TRUST CO | 3 | 1 | 0.01% | 0.17% | 0.57% | Q3 2013 | Q4 2017 | 7 |
Bellwether Advisors, LLC | 6 | 1 | 4.85% | 10.26% | 16.98% | Q3 2021 | Q2 2023 | 7 |
Pinz Capital Management, LP | 5 | 2 | 0.06% | 3.19% | 10.70% | Q2 2020 | Q1 2022 | 7 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.16% | 0.33% | Q4 2019 | Q3 2022 | 7 |
BNC WEALTH MANAGEMENT, LLC | 7 | 7 | 0.42% | 0.82% | 1.30% | Q1 2022 | Q3 2023 | 7 |
SUMMIT FINANCIAL GROUP, INC. | 7 | 7 | 0.14% | 0.27% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Crossmark Global Holdings, Inc. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2018 | 7 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 7 |
GUGGENHEIM CAPITAL LLC | 5 | 2 | 0.00% | 0.04% | 0.05% | Q2 2013 | Q1 2016 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Precision Wealth Strategies, LLC | 7 | 7 | 0.20% | 0.45% | 0.72% | Q4 2021 | Q2 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.06% | 0.12% | 0.42% | Q1 2022 | Q3 2023 | 7 |
SIMMONS FIRST TRUST CO NA | 5 | 2 | 0.20% | 0.42% | 0.82% | Q2 2013 | Q4 2015 | 7 |
GSA CAPITAL PARTNERS LLP | 4 | 3 | 0.03% | 0.10% | 0.34% | Q1 2021 | Q3 2023 | 7 |
Ballew Advisors, Inc | 4 | 3 | 0.03% | 0.31% | 0.98% | Q1 2018 | Q2 2021 | 7 |
USAdvisors Wealth Management, LLC | 7 | 7 | 0.12% | 0.31% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Allie Family Office LLC | 6 | 1 | 0.19% | 0.42% | 1.73% | Q4 2021 | Q3 2023 | 7 |
Rollins Financial | 7 | 7 | 0.08% | 0.14% | 0.22% | Q1 2022 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.26% | 0.33% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Brendel Financial Advisors LLC | 7 | 7 | 0.47% | 0.90% | 1.49% | Q3 2021 | Q1 2023 | 7 |
Cordasco Financial Network | 7 | 7 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q2 2019 | 7 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ANDERSON HOAGLAND & CO | 6 | 6 | 0.14% | 0.25% | 0.32% | Q2 2022 | Q3 2023 | 6 |
BHF Kleinwort Benson Group S.A. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2015 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q1 2019 | 6 |
Catamount Wealth Management | 3 | 3 | 0.01% | 0.13% | 0.27% | Q4 2014 | Q1 2019 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Optimum Quantvest Corp | 6 | 6 | 9.11% | 13.60% | 19.86% | Q2 2019 | Q3 2020 | 6 |
Hefty Wealth Partners | 3 | 1 | 0.01% | 1.45% | 2.03% | Q1 2016 | Q1 2018 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 0.39% | 0.50% | 0.62% | Q2 2021 | Q3 2022 | 6 |
Visium Asset Management, LP | 5 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2015 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.02% | 0.05% | 0.06% | Q4 2019 | Q1 2021 | 6 |
Round Table Services, LLC | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2021 | 6 |
360 Financial, Inc. | 5 | 1 | 0.32% | 2.48% | 4.79% | Q2 2020 | Q2 2023 | 6 |
Cullen Capital Management, LLC | 3 | 1 | 0.02% | 0.09% | 0.15% | Q4 2021 | Q3 2023 | 6 |
Madrona Financial Services, LLC | 6 | 6 | 1.29% | 1.46% | 1.67% | Q2 2019 | Q3 2020 | 6 |
Claybrook Capital, LLC | 5 | 1 | 0.00% | 0.30% | 0.51% | Q4 2018 | Q2 2020 | 6 |
Greytown Advisors Inc. | 5 | 1 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q4 2022 | 6 |
TKG Advisors, LLC | 6 | 6 | 1.27% | 1.46% | 1.83% | Q2 2022 | Q3 2023 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q1 2018 | 6 |
Buckley Wealth Management, LLC | 6 | 6 | 0.22% | 0.23% | 0.24% | Q4 2017 | Q1 2019 | 6 |
Advisors Capital Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Granite Point Capital Management, L.P. | 3 | 1 | 1.87% | 3.84% | 6.33% | Q3 2018 | Q3 2020 | 6 |
Bach Option Ltd | 4 | 4 | 0.27% | 0.46% | 0.78% | Q4 2018 | Q3 2019 | 6 |
Corsicana & Co. | 6 | 6 | 0.26% | 0.27% | 0.28% | Q2 2021 | Q3 2022 | 6 |
Red Door Wealth Management, LLC | 3 | 1 | 0.01% | 0.20% | 0.38% | Q1 2020 | Q2 2023 | 6 |
Investors Research Corp | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.03% | 0.07% | 0.22% | Q4 2013 | Q4 2015 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
SILVERLAKE WEALTH MANAGEMENT LLC | 4 | 2 | 0.13% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 6 |
CETERA INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.33% | 1.17% | 1.54% | Q4 2015 | Q1 2017 | 6 |
G&S Capital LLC | 6 | 6 | 0.79% | 0.93% | 1.10% | Q2 2022 | Q3 2023 | 6 |
Capital Square, LLC | 6 | 6 | 0.20% | 0.22% | 0.26% | Q1 2022 | Q2 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.67% | 0.91% | 1.28% | Q4 2021 | Q3 2023 | 6 |
Gyon Technologies Capital Management, LP | 6 | 6 | 0.45% | 0.63% | 0.97% | Q4 2020 | Q1 2022 | 6 |
ARS Wealth Advisors Group, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q4 2022 | 6 |
Crossvault Capital Management LLC | 6 | 6 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q2 2022 | 6 |
Econ Financial Services Corp | 5 | 1 | 0.28% | 1.01% | 2.21% | Q4 2021 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Lee Capital Management LP | 6 | 6 | 1.05% | 1.29% | 1.43% | Q4 2016 | Q1 2018 | 6 |
Brightworth | 6 | 6 | 0.05% | 0.12% | 0.18% | Q4 2016 | Q1 2018 | 6 |
Regal Wealth Group, Inc. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2021 | 6 |
Pinion Investment Advisors, LLC | 6 | 6 | 0.23% | 0.38% | 0.62% | Q3 2021 | Q4 2022 | 6 |
DELTEC ASSET MANAGEMENT LLC | 4 | 2 | 0.17% | 1.08% | 1.61% | Q1 2022 | Q3 2023 | 6 |
Gemmer Asset Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Pensionmark Financial Group, LLC | 6 | 6 | 0.20% | 0.24% | 0.29% | Q2 2020 | Q3 2021 | 6 |
WATERS PARKERSON & CO., LLC | 6 | 6 | 0.05% | 0.06% | 0.10% | Q4 2016 | Q1 2018 | 6 |
Samalin Investment Counsel, LLC | 4 | 1 | 0.09% | 0.12% | 0.14% | Q4 2019 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.07% | 0.37% | 1.20% | Q2 2015 | Q3 2016 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 0.15% | 0.20% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Procyon Advisors, LLC | 4 | 2 | 0.01% | 0.11% | 0.54% | Q1 2020 | Q3 2023 | 6 |
Elite Wealth Management, Inc. | 2 | 1 | 0.01% | 0.21% | 0.53% | Q3 2012 | Q1 2018 | 6 |
Coastwise Capital Group, LLC | 6 | 6 | 0.26% | 0.30% | 0.34% | Q2 2022 | Q3 2023 | 6 |
QCM Cayman, Ltd. | 1 | 1 | 0.07% | 0.18% | 0.30% | Q1 2014 | Q4 2020 | 6 |
Bridgewater Wealth & Financial Management, LLC | 6 | 6 | 0.08% | 0.09% | 0.09% | Q1 2016 | Q2 2017 | 6 |
PRUDENTIAL PLC | 5 | 1 | 0.01% | 0.06% | 0.30% | Q1 2022 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2022 | 6 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 6 |
Lansing Street Advisors | 6 | 6 | 0.26% | 0.70% | 1.28% | Q1 2022 | Q2 2023 | 6 |
WEXFORD CAPITAL LP | 2 | 1 | 0.22% | 2.93% | 11.28% | Q1 2015 | Q3 2023 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 1.11% | 1.22% | 1.34% | Q2 2022 | Q3 2023 | 6 |
Coury Firm Asset Management LLC | 4 | 2 | 0.17% | 0.80% | 1.10% | Q4 2021 | Q2 2023 | 6 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
Danda Trouve Investment Management, Inc. | 5 | 1 | 0.07% | 0.23% | 0.32% | Q4 2019 | Q3 2022 | 6 |
LOGAN CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q2 2022 | 6 |
JOURNEY STRATEGIC WEALTH LLC | 5 | 1 | 0.06% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 6 |
XPONANCE, INC. | 6 | 6 | 0.05% | 0.19% | 0.36% | Q4 2013 | Q1 2015 | 6 |
Carson Advisory Inc. | 6 | 6 | 0.22% | 0.29% | 0.36% | Q2 2022 | Q3 2023 | 6 |
NORTHSTAR INVESTMENT ADVISORS LLC | 5 | 1 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q2 2021 | 6 |
Lourd Capital, LLC | 6 | 6 | 0.11% | 0.13% | 0.21% | Q1 2015 | Q2 2016 | 6 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 6 | 6 | 0.39% | 0.54% | 0.60% | Q3 2021 | Q4 2022 | 6 |
MARINER INVESTMENT GROUP LLC | 5 | 5 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q2 2014 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.06% | 0.16% | 0.30% | Q2 2017 | Q3 2017 | 6 |
Loudon Investment Management, LLC | 3 | 3 | 0.14% | 0.24% | 0.34% | Q3 2020 | Q1 2022 | 6 |
Susquehanna International Group Ltd. | 4 | 2 | 0.37% | 3.95% | 15.21% | Q2 2019 | Q3 2023 | 6 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 6 | 6 | 0.16% | 0.19% | 0.22% | Q2 2022 | Q3 2023 | 6 |
CHICAGO TRUST Co NA | 5 | 1 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q1 2023 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 1.41% | 1.97% | 2.33% | Q4 2019 | Q1 2021 | 6 |
CADENCE BANK NA | 6 | 6 | 0.06% | 0.27% | 1.28% | Q2 2021 | Q3 2022 | 6 |
jvl associates llc | 6 | 6 | 2.46% | 2.62% | 2.89% | Q4 2017 | Q1 2019 | 6 |
Ergoteles LLC | 4 | 2 | 0.12% | 0.55% | 1.11% | Q4 2020 | Q4 2022 | 6 |
Gary Goldberg Planning Services Inc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
REDMONT WEALTH ADVISORS LLC | 6 | 6 | 0.92% | 1.02% | 1.09% | Q4 2021 | Q1 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.10% | 0.14% | 0.19% | Q2 2013 | Q3 2014 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 6 |
Pure Financial Advisors, LLC | 5 | 1 | 0.02% | 0.03% | 0.09% | Q4 2018 | Q4 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2021 | 6 |
Miramar Capital, LLC | 2 | 1 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q2 2023 | 6 |
Northwest Bancshares, Inc. | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2021 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.20% | 0.20% | 0.22% | Q4 2020 | Q1 2022 | 6 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.69% | 2.42% | Q4 2019 | Q3 2023 | 6 |
PACIFIC SUN FINANCIAL CORP | 4 | 1 | 0.13% | 0.34% | 0.75% | Q4 2017 | Q2 2023 | 6 |
FEDERATED HERMES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 6 |
Aspire Capital Advisors LLC | 6 | 6 | 1.63% | 3.96% | 5.46% | Q2 2022 | Q3 2023 | 6 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 6 |
SPHERA FUNDS MANAGEMENT LTD. | 6 | 6 | 0.39% | 1.01% | 2.13% | Q4 2013 | Q1 2015 | 6 |
Legacy Capital Partners, Inc. | 6 | 6 | 0.20% | 0.29% | 0.34% | Q4 2020 | Q1 2022 | 6 |
Counsel Portfolio Services Inc. | 5 | 1 | 0.41% | 0.57% | 0.80% | Q2 2014 | Q2 2016 | 6 |
RUSSELL FRANK CO/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 6 | 6 | 1.66% | 1.99% | 2.34% | Q4 2020 | Q1 2022 | 6 |
1607 Capital Partners, LLC | 4 | 2 | 0.07% | 0.21% | 0.31% | Q1 2018 | Q4 2022 | 6 |
Global X Management CO LLC | 3 | 1 | 0.04% | 0.14% | 0.26% | Q2 2015 | Q3 2017 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q4 2020 | 6 |
Wellington Shields & Co., LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Caption Management, LLC | 4 | 2 | 0.02% | 0.22% | 0.95% | Q2 2021 | Q4 2022 | 6 |
AMJ Financial Wealth Management | 6 | 6 | 0.29% | 0.42% | 0.70% | Q3 2021 | Q4 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FNY Managed Accounts LLC | 2 | 1 | 0.00% | 0.23% | 0.93% | Q2 2015 | Q4 2017 | 6 |
First Bancorp, Inc /ME/ | 6 | 6 | 1.22% | 1.60% | 1.72% | Q2 2022 | Q3 2023 | 6 |
Hanson & Doremus Investment Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.56% | 0.89% | 2.13% | Q1 2014 | Q1 2022 | 6 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 6 | 6 | 0.25% | 0.29% | 0.34% | Q4 2020 | Q1 2022 | 6 |
Capital Bank & Trust Co | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 6 |
Optiver Holding B.V. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Stonebridge Financial Planning Group, LLC | 6 | 6 | 0.14% | 1.34% | 1.88% | Q2 2022 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Berman Capital Advisors, LLC | 5 | 1 | 0.05% | 0.07% | 0.15% | Q4 2017 | Q4 2019 | 6 |
Capital Advisors Wealth Management, LLC | 5 | 5 | 0.24% | 0.71% | 0.85% | Q3 2022 | Q3 2023 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 1.68% | 1.97% | 2.32% | Q3 2022 | Q3 2023 | 5 |
Centerpoint Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Client First Capital LLC | 5 | 5 | 4.38% | 4.70% | 5.17% | Q3 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
FIRST NATIONAL BANK SIOUX FALLS | 5 | 5 | 0.23% | 0.28% | 0.34% | Q2 2021 | Q2 2022 | 5 |
Privium Fund Management (UK) Ltd | 4 | 1 | 5.23% | 7.13% | 9.04% | Q1 2022 | Q3 2023 | 5 |
Assured Investment Management LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2020 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.07% | 0.10% | 0.15% | Q3 2021 | Q3 2022 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Watermark Asset Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
10-15 ASSOCIATES, INC. | 5 | 5 | 0.29% | 0.38% | 0.55% | Q3 2019 | Q3 2020 | 5 |
JSF Financial, LLC | 4 | 1 | 0.22% | 0.78% | 1.49% | Q2 2022 | Q3 2023 | 5 |
Stegent Equity Advisors, Inc. | 5 | 5 | 1.32% | 2.18% | 4.46% | Q3 2022 | Q3 2023 | 5 |
Fusion Investment Group, LLC | 5 | 5 | 0.72% | 1.62% | 2.76% | Q4 2014 | Q4 2015 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Wedmont Private Capital | 4 | 1 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 5 |
Tibra Equities Europe Ltd | 3 | 1 | 0.51% | 3.26% | 9.49% | Q4 2017 | Q4 2020 | 5 |
Capstone Triton Financial Group, LLC | 5 | 5 | 0.12% | 0.20% | 0.50% | Q4 2020 | Q4 2021 | 5 |
Edge Capital Group, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2023 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.09% | 0.32% | 0.89% | Q4 2020 | Q3 2023 | 5 |
Windsor Wealth Management, Inc. | 4 | 1 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 5 |
Farmers National Bank | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 5 |
DSC Advisors, L.P. | 5 | 5 | 0.18% | 0.38% | 0.46% | Q1 2014 | Q1 2015 | 5 |
QCI ASSET MANAGEMENT INC/NY | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Cadence Bank | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Jackson Wealth Management, LLC | 4 | 1 | 0.10% | 0.44% | 1.71% | Q4 2014 | Q4 2022 | 5 |
FIRST NIAGARA BANK | 5 | 5 | 0.07% | 0.08% | 0.10% | Q2 2015 | Q2 2016 | 5 |
Camelot Portfolios, LLC | 3 | 2 | 0.14% | 0.17% | 0.20% | Q2 2018 | Q4 2019 | 5 |
TCG Advisory Services, LLC | 3 | 2 | 0.06% | 0.18% | 0.62% | Q2 2021 | Q3 2022 | 5 |
Hirtle Callaghan & Co LLC | 4 | 1 | 0.00% | 0.04% | 0.17% | Q1 2017 | Q2 2019 | 5 |
Graham Capital Management, L.P. | 2 | 1 | 0.05% | 0.22% | 0.38% | Q2 2015 | Q2 2021 | 5 |
Simplicity Wealth,LLC | 4 | 1 | 0.13% | 1.65% | 3.74% | Q4 2021 | Q3 2023 | 5 |
Ionic Capital Management LLC | 2 | 1 | 0.01% | 0.14% | 0.43% | Q3 2013 | Q2 2018 | 5 |
Bensler, LLC | 5 | 5 | 2.02% | 2.48% | 3.21% | Q2 2022 | Q2 2023 | 5 |
EUDAIMONIA ADVISORS LLC | 5 | 5 | 0.15% | 0.18% | 0.23% | Q4 2021 | Q4 2022 | 5 |
Delek Group, Ltd. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 5 |
SYMONS CAPITAL MANAGEMENT INC | 5 | 5 | 0.21% | 0.35% | 0.58% | Q3 2019 | Q3 2020 | 5 |
Sterling Manor Financial, LLC | 4 | 1 | 1.36% | 2.10% | 3.75% | Q4 2021 | Q2 2023 | 5 |
Clean Yield Group | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
Empyrean Capital Partners, LP | 1 | 1 | 0.19% | 2.35% | 8.94% | Q2 2013 | Q2 2018 | 5 |
Choice Wealth Advisors, LLC | 4 | 1 | 0.18% | 1.25% | 5.49% | Q2 2022 | Q3 2023 | 5 |
Vigilare Wealth Management | 5 | 5 | 0.16% | 0.38% | 0.64% | Q4 2022 | Q4 2023 | 5 |
Morningstar Investment Services LLC | 5 | 5 | 0.06% | 0.40% | 1.70% | Q2 2013 | Q2 2014 | 5 |
Edmond de Rothschild (Europe) | 5 | 5 | 0.05% | 0.08% | 0.10% | Q2 2015 | Q2 2016 | 5 |
KLS Professional Advisors Group, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 5 |
LMCG INVESTMENTS, LLC | 5 | 5 | 0.03% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
PINNBROOK CAPITAL MANAGEMENT LP | 5 | 5 | 0.26% | 2.94% | 6.26% | Q4 2021 | Q4 2022 | 5 |
B. Riley Financial, Inc. | 4 | 1 | 0.11% | 0.20% | 0.25% | Q4 2015 | Q3 2017 | 5 |
Stockman Wealth Management, Inc. | 4 | 1 | 0.16% | 0.62% | 0.79% | Q4 2016 | Q3 2023 | 5 |
Ratio Wealth Group | 3 | 2 | 0.34% | 0.37% | 0.41% | Q2 2022 | Q3 2023 | 5 |
Eldridge Investment Advisors, Inc. | 2 | 1 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 5 |
Blue Edge Capital, LLC | 5 | 5 | 1.36% | 1.66% | 2.11% | Q4 2014 | Q4 2015 | 5 |
Florence Capital Advisors, LLC | 5 | 5 | 0.16% | 0.35% | 0.59% | Q4 2016 | Q4 2017 | 5 |
Rappaport Reiches Capital Management, LLC | 5 | 5 | 0.13% | 0.15% | 0.17% | Q1 2022 | Q1 2023 | 5 |
Soundwatch Capital LLC | 2 | 1 | 0.03% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.07% | 0.22% | 0.27% | Q2 2013 | Q2 2021 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Eisler Capital (UK) Ltd. | 5 | 5 | 0.46% | 2.79% | 5.31% | Q1 2021 | Q1 2022 | 5 |
Summit Trail Advisors, LLC | 5 | 5 | 1.20% | 1.84% | 2.26% | Q3 2022 | Q3 2023 | 5 |
GERMAN AMERICAN BANCORP, INC. | 1 | 1 | 0.08% | 0.21% | 0.60% | Q4 2018 | Q4 2022 | 5 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 5 | 5 | 0.21% | 0.60% | 2.00% | Q4 2020 | Q4 2021 | 5 |
Pinnacle Wealth Management Group, Inc. | 4 | 1 | 0.16% | 0.24% | 0.34% | Q2 2021 | Q4 2022 | 5 |
ONTARIO TEACHERS PENSION PLAN BOARD | 3 | 2 | 0.15% | 1.41% | 4.84% | Q2 2015 | Q3 2020 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.22% | 0.31% | 0.51% | Q3 2022 | Q3 2023 | 5 |
Mayfair Advisory Group, LLC | 5 | 5 | 0.43% | 0.54% | 0.59% | Q2 2022 | Q2 2023 | 5 |
Savior LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.01% | 0.05% | 0.11% | Q1 2022 | Q2 2023 | 5 |
FOSTER DYKEMA CABOT & CO INC/MA | 5 | 5 | 1.50% | 2.08% | 2.46% | Q3 2022 | Q3 2023 | 5 |
TECTONIC ADVISORS LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Sanford Advisory Services, LLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q4 2022 | 5 |
Fiduciary Trust Co International of Pennsylvania | 4 | 1 | 0.01% | 0.05% | 0.07% | Q2 2018 | Q3 2019 | 5 |
Rotella Capital Management, Inc. | 4 | 1 | 0.38% | 0.86% | 1.84% | Q2 2013 | Q3 2014 | 5 |
ARVEST TRUST CO N A | 5 | 5 | 0.61% | 0.65% | 0.68% | Q3 2022 | Q3 2023 | 5 |
Ironwood Financial, llc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
HHM Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Parkside Advisors LLC | 5 | 5 | 0.12% | 0.13% | 0.17% | Q4 2022 | Q4 2023 | 5 |
WEALTHFRONT Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
GoalVest Advisory LLC | 4 | 1 | 0.00% | 1.16% | 1.59% | Q2 2021 | Q4 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.05% | 0.08% | Q1 2015 | Q1 2016 | 5 |
UNIVEST FINANCIAL Corp | 2 | 1 | 0.10% | 0.21% | 0.48% | Q4 2016 | Q4 2022 | 5 |
SVB Investment Services Inc. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q4 2020 | 5 |
Welch Group, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2015 | Q3 2023 | 5 |
Solitude Financial Services | 5 | 5 | 0.95% | 1.71% | 2.16% | Q4 2020 | Q4 2021 | 5 |
Core Wealth Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
BCGM Wealth Management, LLC | 5 | 5 | 0.10% | 0.66% | 1.05% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.92% | 1.98% | Q4 2016 | Q4 2017 | 5 |
Strategic Investment Advisors / MI | 3 | 1 | 0.08% | 0.29% | 0.43% | Q2 2019 | Q2 2023 | 5 |
Patriot Wealth Management, Inc. | 4 | 1 | 0.32% | 1.17% | 1.46% | Q2 2015 | Q3 2017 | 5 |
BERRY GROUP, LLC | 5 | 5 | 0.31% | 0.38% | 0.45% | Q4 2019 | Q4 2020 | 5 |
Mezzasalma Advisors, LLC | 5 | 5 | 0.55% | 0.66% | 0.73% | Q3 2022 | Q3 2023 | 5 |
Biltmore Capital Advisors LLC | 5 | 5 | 0.08% | 0.16% | 0.22% | Q4 2020 | Q4 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Glovista Investments LLC | 2 | 1 | 0.11% | 1.34% | 3.95% | Q3 2017 | Q4 2021 | 5 |
Golden State Equity Partners | 2 | 1 | 0.08% | 0.18% | 0.49% | Q4 2020 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.78% | 0.96% | 1.20% | Q4 2021 | Q4 2022 | 5 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 2 | 1 | 1.00% | 2.09% | 3.78% | Q1 2014 | Q3 2017 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.33% | 0.38% | 0.44% | Q4 2021 | Q4 2022 | 5 |
Birchcreek Wealth Management, LLC | 4 | 1 | 0.09% | 0.59% | 1.45% | Q4 2020 | Q3 2023 | 5 |
FWL INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.03% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 5 |
Stonehage Fleming (UK) Ltd | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q4 2015 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Capitol Family Office, Inc. | 4 | 1 | 4.96% | 6.20% | 7.67% | Q4 2021 | Q3 2023 | 5 |
Lake Hills Wealth Management, LLC | 4 | 1 | 2.17% | 4.22% | 7.25% | Q4 2021 | Q3 2023 | 5 |
Johns Hopkins University | 5 | 5 | 2.88% | 7.95% | 25.00% | Q1 2021 | Q1 2022 | 5 |
BW Gestao de Investimentos Ltda. | 2 | 1 | 0.00% | 1.85% | 4.88% | Q2 2017 | Q4 2021 | 5 |
Fortune 45 LLC | 5 | 5 | 0.46% | 1.99% | 2.96% | Q1 2022 | Q1 2023 | 5 |
BCS Wealth Management | 5 | 5 | 0.10% | 0.16% | 0.20% | Q3 2022 | Q3 2023 | 5 |
INTREPID CAPITAL MANAGEMENT INC | 5 | 5 | 0.22% | 0.27% | 0.34% | Q3 2022 | Q3 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.13% | 0.15% | 0.18% | Q4 2021 | Q4 2022 | 5 |
Concentrum Wealth Management | 5 | 5 | 1.09% | 1.19% | 1.50% | Q3 2022 | Q3 2023 | 5 |
ASB Consultores, LLC | 5 | 5 | 0.09% | 0.16% | 0.33% | Q2 2022 | Q2 2023 | 5 |
HighTower Trust Company, N.A. | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Aris Wealth Services, Inc. | 5 | 5 | 0.18% | 0.28% | 0.45% | Q2 2014 | Q2 2015 | 5 |
Auxano Advisors, LLC | 5 | 5 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2020 | 5 |
TIFF ADVISORY SERVICES, LLC | 4 | 1 | 4.72% | 10.01% | 12.58% | Q4 2018 | Q3 2023 | 5 |
MAPLE SECURITIES USA INC | 3 | 2 | 0.02% | 0.28% | 0.49% | Q2 2013 | Q3 2014 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.05% | 0.09% | 0.25% | Q3 2022 | Q3 2023 | 5 |
AAF Wealth Management, LLC | 5 | 5 | 4.08% | 4.48% | 4.75% | Q3 2022 | Q3 2023 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 4.08% | 4.45% | 4.91% | Q4 2021 | Q4 2022 | 5 |
Aspire Wealth Management Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Legacy Capital Wealth Partners, LLC | 5 | 5 | 0.11% | 1.32% | 2.31% | Q3 2022 | Q3 2023 | 5 |
Stephens Consulting, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q4 2022 | 4 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 4 | 4 | 0.97% | 1.00% | 1.04% | Q2 2021 | Q1 2022 | 4 |
Brookfield Asset Management | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.41% | 0.78% | 1.03% | Q4 2022 | Q3 2023 | 4 |
FCG ADVISORS, LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q3 2020 | 4 |
MORGENS WATERFALL VINTIADIS & CO INC | 3 | 1 | 0.98% | 1.37% | 1.93% | Q1 2014 | Q3 2017 | 4 |
Temasek Holdings (Private) Ltd | 3 | 1 | 0.12% | 0.15% | 0.23% | Q3 2020 | Q2 2022 | 4 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 4 | 4 | 0.63% | 1.55% | 1.96% | Q2 2022 | Q1 2023 | 4 |
TOWER TRUST Co | 4 | 4 | 1.18% | 1.31% | 1.42% | Q2 2013 | Q1 2014 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 4 |
VALLEY FINANCIAL MANAGEMENT, INC. | 4 | 4 | 3.32% | 4.04% | 5.12% | Q3 2022 | Q2 2023 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 1 | 0.10% | 0.27% | 0.68% | Q3 2015 | Q4 2018 | 4 |
SOMERVILLE KURT F | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2022 | 4 |
REGENTATLANTIC CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 4 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q4 2017 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.16% | 0.73% | 1.02% | Q4 2022 | Q3 2023 | 4 |
BOENNING & SCATTERGOOD, INC. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
FRONTIER INVESTMENT MGMT CO | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q2 2020 | 4 |
FARMERS TRUST CO | 4 | 4 | 0.72% | 0.92% | 0.99% | Q4 2022 | Q3 2023 | 4 |
MCDONALD PARTNERS LLC | 4 | 4 | 0.05% | 0.76% | 2.88% | Q3 2021 | Q2 2022 | 4 |
Texas Yale Capital Corp. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 4 |
Pineno Levin & Ford Asset Management, Inc. | 4 | 4 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.02% | 0.37% | 1.39% | Q2 2023 | Q3 2023 | 4 |
Ensign Peak Advisors, Inc | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 4 | 4 | 0.93% | 2.14% | 2.72% | Q3 2020 | Q2 2021 | 4 |
K2 PRINCIPAL FUND, L.P. | 2 | 1 | 0.06% | 0.29% | 0.64% | Q4 2014 | Q2 2021 | 4 |
ArrowMark Colorado Holdings LLC | 4 | 4 | 0.11% | 0.33% | 0.83% | Q2 2013 | Q1 2014 | 4 |
Live Your Vision, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Charles Schwab Investment Advisory, Inc. | 4 | 4 | 0.14% | 0.16% | 0.19% | Q4 2018 | Q3 2019 | 4 |
SPROTT INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q3 2015 | 4 |
Axiom Investment Management LLC | 3 | 1 | 0.00% | 0.10% | 0.28% | Q1 2019 | Q3 2022 | 4 |
Autus Asset Management, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q2 2016 | 4 |
ARGI Investment Services, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Banco BTG Pactual S.A. | 2 | 1 | 0.07% | 0.22% | 0.36% | Q1 2017 | Q2 2023 | 4 |
Pension Partners, LLC | 2 | 1 | 1.05% | 1.73% | 2.38% | Q2 2014 | Q4 2015 | 4 |
Duquesne Family Office | 4 | 4 | 0.70% | 1.02% | 1.35% | Q4 2013 | Q3 2014 | 4 |
Noven Financial Group, Inc. | 4 | 4 | 0.27% | 0.29% | 0.34% | Q4 2014 | Q3 2015 | 4 |
ALETHEA CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.55% | 0.78% | 1.07% | Q4 2014 | Q3 2015 | 4 |
Column Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 4 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.04% | 1.00% | 1.83% | Q2 2019 | Q1 2021 | 4 |
FNY Partners Fund LP | 3 | 1 | 0.00% | 0.05% | 0.15% | Q1 2017 | Q1 2018 | 4 |
Alpha Family Trust | 4 | 4 | 2.75% | 3.09% | 3.63% | Q4 2022 | Q3 2023 | 4 |
New Century Advisors, LLC | 4 | 4 | 1.82% | 2.40% | 2.70% | Q4 2021 | Q3 2022 | 4 |
Cumberland Partners Ltd | 3 | 1 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q4 2022 | 4 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 4 |
D. SCOTT NEAL, INC. | 4 | 4 | 3.63% | 3.76% | 3.88% | Q2 2021 | Q1 2022 | 4 |
GM Advisory Group, LLC | 2 | 1 | 0.02% | 1.16% | 4.53% | Q4 2016 | Q3 2023 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.35% | 0.88% | 1.84% | Q1 2018 | Q4 2018 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.31% | 0.39% | 0.52% | Q4 2014 | Q3 2015 | 4 |
KWMG, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 1.40% | 1.47% | 1.54% | Q4 2018 | Q4 2019 | 4 |
Gratus Capital, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.10% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Oliver Luxxe Assets LLC | 4 | 4 | 0.16% | 0.18% | 0.23% | Q2 2019 | Q1 2020 | 4 |
KHP Capital, LLC | 4 | 4 | 2.82% | 2.92% | 3.11% | Q4 2017 | Q3 2018 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2020 | 4 |
Capital One Investing, Inc. | 4 | 4 | 1.28% | 1.48% | 1.68% | Q4 2018 | Q3 2019 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 2.06% | 3.02% | 4.29% | Q4 2016 | Q3 2017 | 4 |
REDW Wealth LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.11% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Ally Invest Advisors Inc. | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.21% | 0.23% | 0.24% | Q4 2016 | Q3 2017 | 4 |
Slow Capital, Inc. | 4 | 4 | 0.13% | 0.14% | 0.15% | Q3 2018 | Q2 2019 | 4 |
Fulcrum Capital LLC | 4 | 4 | 0.30% | 0.33% | 0.37% | Q4 2022 | Q3 2023 | 4 |
NewDay Solutions, LLC | 3 | 1 | 0.25% | 0.27% | 0.29% | Q4 2018 | Q4 2019 | 4 |
Gryphon Financial Partners LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 4 |
Dragon Financial & Investment Group, LLC | 4 | 4 | 1.65% | 2.79% | 3.95% | Q4 2017 | Q3 2018 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Keeler Thomas Management LLC | 3 | 1 | 0.16% | 0.20% | 0.22% | Q4 2019 | Q3 2023 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.22% | 0.26% | 0.30% | Q1 2020 | Q3 2023 | 4 |
Financial Services Advisory Inc | 3 | 1 | 2.45% | 10.78% | 18.34% | Q3 2021 | Q4 2022 | 4 |
Q3 Asset Management | 2 | 1 | 2.79% | 8.52% | 11.30% | Q3 2018 | Q3 2021 | 4 |
Stewardship Financial Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2021 | 4 |
Lee Capital Holdings LLC | 4 | 4 | 2.18% | 2.61% | 3.06% | Q1 2019 | Q4 2019 | 4 |
Strategic Wealth Management Group, LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q3 2020 | Q2 2021 | 4 |
B&D White Capital Company, LLC | 4 | 4 | 0.79% | 0.97% | 1.11% | Q2 2022 | Q1 2023 | 4 |
Delta Investment Management, LLC | 3 | 1 | 0.19% | 0.26% | 0.38% | Q3 2019 | Q4 2020 | 4 |
Crumly & Associates Inc. | 4 | 4 | 2.84% | 3.33% | 3.66% | Q4 2022 | Q3 2023 | 4 |
Hardy Reed LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Paradigm Financial Partners, LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q2 2020 | Q1 2021 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.02% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.08% | 0.17% | 0.28% | Q1 2021 | Q4 2022 | 4 |
Core Alternative Capital | 2 | 2 | 0.00% | 0.07% | 0.24% | Q3 2022 | Q3 2023 | 4 |
Legend Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tranquility Partners, LLC | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
HILLTOP WEALTH ADVISORS, LLC | 4 | 4 | 14.87% | 16.16% | 17.72% | Q4 2022 | Q3 2023 | 4 |
Firestone Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Parcion Private Wealth LLC | 2 | 1 | 0.05% | 0.82% | 2.93% | Q4 2019 | Q1 2023 | 4 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.05% | 0.80% | 1.56% | Q4 2021 | Q3 2023 | 4 |
Silversage Advisors | 4 | 4 | 3.49% | 4.71% | 5.48% | Q4 2019 | Q3 2020 | 4 |
Marks Group Wealth Management, Inc | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 1 | 0.01% | 0.06% | 0.09% | Q3 2021 | Q3 2022 | 4 |
HBC Financial Services, PLLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Horizon Wealth Management, LLC | 4 | 4 | 0.12% | 0.53% | 0.90% | Q1 2022 | Q4 2022 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.18% | 0.53% | 1.23% | Q3 2020 | Q3 2023 | 4 |
KWB Wealth | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 4 |
Platform Technology Partners | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
STABLEFORD CAPITAL II LLC | 3 | 1 | 0.10% | 0.13% | 0.16% | Q1 2022 | Q1 2023 | 4 |
Tandem Wealth Advisors LLC | 4 | 4 | 2.46% | 3.02% | 4.65% | Q4 2022 | Q3 2023 | 4 |
Mach-1 Financial Group, LLC | 3 | 1 | 0.02% | 0.19% | 0.54% | Q1 2022 | Q1 2023 | 4 |
West Financial Advisors, LLC | 2 | 2 | 0.29% | 0.38% | 0.47% | Q3 2021 | Q4 2022 | 4 |
MBL Wealth, LLC | 4 | 4 | 0.50% | 0.57% | 0.63% | Q1 2022 | Q4 2022 | 4 |
FIFTH LANE CAPITAL, LP | 2 | 2 | 0.00% | 0.16% | 0.41% | Q2 2022 | Q2 2023 | 4 |
Fermata Advisors, LLC | 3 | 1 | 0.47% | 0.65% | 0.87% | Q2 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q1 2022 | 4 |
Keystone Wealth Services, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
GoalFusion Wealth Management, LLC | 4 | 4 | 2.34% | 2.48% | 2.60% | Q1 2023 | Q4 2023 | 4 |
Fifth Third Wealth Advisors LLC | 4 | 4 | 0.10% | 0.22% | 0.48% | Q1 2023 | Q4 2023 | 4 |
Highview Capital Management LLC/DE/ | 3 | 1 | 0.23% | 0.31% | 0.51% | Q4 2021 | Q3 2023 | 4 |
Manhattan West Asset Management, LLC | 4 | 4 | 0.20% | 0.29% | 0.50% | Q4 2022 | Q3 2023 | 4 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.48% | 0.50% | 0.53% | Q4 2022 | Q3 2023 | 4 |
SFG Wealth Management, LLC. | 4 | 4 | 5.80% | 6.71% | 7.56% | Q4 2022 | Q3 2023 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.26% | 0.31% | 0.36% | Q4 2021 | Q3 2022 | 4 |
Kellett Wealth Advisors, LLC | 4 | 4 | 4.26% | 4.44% | 4.66% | Q4 2022 | Q3 2023 | 4 |
KRAEMATON INVESTMENT ADVISORS, INC | 4 | 4 | 0.42% | 0.43% | 0.44% | Q4 2022 | Q3 2023 | 4 |
G2 CAPITAL MANAGEMENT, LLC / OH | 4 | 4 | 0.28% | 0.63% | 0.78% | Q2 2022 | Q1 2023 | 4 |
Pinnacle Wealth Management, LLC | 2 | 2 | 0.30% | 0.40% | 0.54% | Q3 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 1.62% | 1.85% | 2.10% | Q4 2021 | Q3 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.23% | 0.30% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Asset Allocation Strategies LLC | 4 | 4 | 2.54% | 2.79% | 3.09% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.04% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tevis Investment Management | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.14% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.39% | 0.50% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.08% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 2.51% | 2.66% | 2.80% | Q4 2022 | Q3 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 3.33% | 3.42% | 3.61% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.34% | 0.51% | 0.75% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 2.46% | 2.70% | 3.19% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.37% | 0.42% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 1.72% | 1.99% | 2.25% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 0.83% | 0.92% | 1.07% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.92% | 1.16% | 1.75% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 1.18% | 1.24% | 1.31% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 1.56% | 1.60% | 1.66% | Q4 2022 | Q3 2023 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.12% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.38% | 0.49% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Eley Financial Management, Inc | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 0.26% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.12% | 0.15% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Clifford Group, LLC | 4 | 4 | 0.87% | 0.98% | 1.10% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 2.45% | 2.70% | 3.01% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.08% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 1.08% | 1.44% | 2.26% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.60% | 0.66% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 0.26% | 0.30% | 0.36% | Q4 2022 | Q3 2023 | 4 |
CONTINUUM WEALTH ADVISORS, LLC | 4 | 4 | 0.30% | 0.42% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 2.86% | 3.25% | 3.86% | Q4 2022 | Q3 2023 | 4 |
LUTS & GREENLEIGH GROUP, INC | 4 | 4 | 0.25% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.22% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.41% | 0.58% | 0.66% | Q1 2023 | Q4 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.47% | 0.86% | 1.13% | Q4 2022 | Q3 2023 | 4 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 4 | 4 | 0.14% | 0.15% | 0.19% | Q4 2013 | Q3 2014 | 4 |
U S GLOBAL INVESTORS INC | 2 | 1 | 0.20% | 0.32% | 0.44% | Q2 2017 | Q2 2019 | 4 |
ALLEGHANY CORP /DE | 4 | 4 | 2.56% | 5.93% | 7.94% | Q1 2015 | Q4 2015 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.22% | 0.33% | 0.43% | Q4 2020 | Q3 2021 | 4 |
TRAIN BABCOCK ADVISORS LLC | 3 | 1 | 0.18% | 0.28% | 0.35% | Q4 2016 | Q4 2017 | 4 |
Atlantic Union Bankshares Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.29% | 0.66% | Q3 2015 | Q1 2018 | 4 |
FolioMetrix LLC | 3 | 3 | 2.43% | 2.50% | 2.63% | Q4 2014 | Q2 2015 | 3 |
BLB&B Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2015 | Q3 2015 | 3 |
JT Stratford LLC | 2 | 1 | 0.06% | 0.21% | 0.50% | Q4 2016 | Q3 2023 | 3 |
Paragon Capital Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Shepherd Financial Partners LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Crabel Capital Management, LLC | 2 | 1 | 0.06% | 0.22% | 0.44% | Q2 2019 | Q4 2020 | 3 |
Sofinnova Investments, Inc. | 2 | 1 | 2.03% | 2.45% | 3.20% | Q4 2020 | Q3 2022 | 3 |
GIRARD SECURITIES, INC. | 3 | 3 | 0.16% | 0.18% | 0.20% | Q1 2017 | Q3 2017 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Glen Harbor Capital Management LLC | 3 | 3 | 0.12% | 0.22% | 0.27% | Q1 2017 | Q3 2017 | 3 |
Crow Point Partners, LLC | 1 | 1 | 0.00% | 0.06% | 0.18% | Q3 2017 | Q2 2019 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.19% | 0.94% | 2.07% | Q1 2016 | Q3 2016 | 3 |
MISSION WEALTH MANAGEMENT, LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2023 | 3 |
Tyers Asset Management LLC | 3 | 3 | 0.26% | 0.46% | 0.57% | Q1 2017 | Q3 2017 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.17% | 0.18% | 0.21% | Q4 2021 | Q2 2022 | 3 |
LifePro Asset Management | 3 | 3 | 0.24% | 0.25% | 0.27% | Q3 2022 | Q1 2023 | 3 |
Cambria Investment Management, L.P. | 3 | 3 | 0.06% | 0.15% | 0.22% | Q4 2014 | Q2 2015 | 3 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 1.47% | 4.41% | Q4 2017 | Q3 2023 | 3 |
State of Tennessee, Treasury Department | 2 | 1 | 0.08% | 0.17% | 0.22% | Q3 2013 | Q2 2020 | 3 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.11% | 0.19% | Q3 2014 | Q4 2022 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Gerstein Fisher | 3 | 3 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q4 2013 | 3 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.82% | 5.75% | 13.51% | Q1 2022 | Q4 2022 | 3 |
St. Louis Financial Planners Asset Management, LLC | 2 | 1 | 1.38% | 1.67% | 1.88% | Q1 2023 | Q4 2023 | 3 |
Cladis Investment Advisory, LLC | 3 | 3 | 0.24% | 0.32% | 0.39% | Q1 2023 | Q3 2023 | 3 |
HOWLAND CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 3 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.03% | 0.10% | Q2 2014 | Q2 2019 | 3 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Forum Financial Management, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MENORA MIVTACHIM HOLDINGS LTD. | 3 | 3 | 2.98% | 3.61% | 4.69% | Q1 2023 | Q3 2023 | 3 |
Carlson Capital Management | 2 | 1 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q1 2022 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2014 | Q2 2015 | 3 |
TEXAS CAPITAL BANCSHARES INC/TX | 1 | 1 | 1.06% | 2.06% | 2.65% | Q2 2021 | Q3 2023 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.81% | 0.86% | 0.90% | Q1 2023 | Q3 2023 | 3 |
SWISS REINSURANCE CO LTD | 3 | 3 | 0.46% | 3.91% | 10.76% | Q3 2013 | Q1 2014 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
OAK FAMILY ADVISORS, LLC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q4 2020 | Q2 2021 | 3 |
LMR Partners LLP | 2 | 1 | 0.10% | 0.26% | 0.35% | Q2 2019 | Q3 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Obsidian Personal Planning Solutions LLC | 3 | 3 | 0.19% | 0.32% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Parker Investment Management, LLC | 3 | 3 | 1.20% | 4.40% | 10.52% | Q2 2022 | Q4 2022 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 1 | 0.08% | 0.19% | 0.24% | Q4 2022 | Q3 2023 | 3 |
Bragg Financial Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TEACHERS ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2016 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.47% | 0.65% | 0.81% | Q2 2021 | Q4 2021 | 3 |
Drexel Morgan & Co. | 3 | 3 | 0.24% | 0.25% | 0.25% | Q2 2017 | Q4 2017 | 3 |
Buffington Mohr McNeal | 2 | 1 | 0.01% | 0.11% | 0.16% | Q1 2017 | Q1 2019 | 3 |
SG3 Management, LLC | 2 | 2 | 0.18% | 0.30% | 0.36% | Q4 2018 | Q1 2019 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Neuburgh Advisers LLC | 3 | 3 | 0.42% | 0.73% | 0.90% | Q1 2017 | Q3 2017 | 3 |
Fiera Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
MARVIN & PALMER ASSOCIATES INC | 3 | 3 | 6.69% | 6.83% | 7.05% | Q3 2018 | Q1 2019 | 3 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.09% | 0.09% | 0.10% | Q3 2013 | Q1 2015 | 3 |
SWMG, LLC | 3 | 3 | 0.20% | 0.27% | 0.36% | Q4 2022 | Q2 2023 | 3 |
Edgemoor Investment Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
JUMP TRADING, LLC | 2 | 1 | 0.07% | 2.50% | 7.32% | Q2 2019 | Q1 2020 | 3 |
ICONIQ Capital, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2019 | 3 |
CTC Alternative Strategies, Ltd. | 2 | 1 | 1.02% | 3.76% | 7.75% | Q2 2015 | Q3 2023 | 3 |
Quintium Advisors, LLC | 3 | 3 | 0.00% | 1.45% | 3.98% | Q3 2015 | Q1 2016 | 3 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.07% | 0.12% | Q3 2014 | Q2 2015 | 3 |
Eclectica Asset Management LLP | 3 | 3 | 0.89% | 1.86% | 2.76% | Q3 2013 | Q1 2014 | 3 |
JOYN Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 |
Core Wealth Partners LLC | 3 | 3 | 0.30% | 0.33% | 0.37% | Q1 2023 | Q3 2023 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 3 | 2.39% | 2.66% | 2.90% | Q1 2017 | Q3 2017 | 3 |
JET CAPITAL INVESTORS L P | 3 | 3 | 2.71% | 3.71% | 4.66% | Q4 2021 | Q2 2022 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.22% | 0.26% | 0.30% | Q1 2023 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.00% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 3 |
Trident Investment Management, LLC | 3 | 3 | 19.72% | 28.78% | 33.42% | Q2 2013 | Q4 2013 | 3 |
King Wealth Management Group | 3 | 3 | 0.17% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Ally Financial Inc. | 1 | 1 | 0.53% | 0.68% | 0.81% | Q1 2014 | Q1 2016 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.31% | 0.37% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FULTON BANK, N.A. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
TIEDEMANN ADVISORS, LLC | 2 | 1 | 0.01% | 0.05% | 0.13% | Q3 2016 | Q1 2019 | 3 |
DENVER WEALTH MANAGEMENT, INC. | 3 | 3 | 3.90% | 4.14% | 4.35% | Q1 2023 | Q3 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Element Wealth, LLC | 2 | 1 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 3 |
1776 Wealth LLC | 3 | 3 | 0.08% | 0.12% | 0.14% | Q4 2019 | Q2 2020 | 3 |
RNC CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.16% | 0.42% | Q4 2016 | Q2 2017 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 3.00% | 3.05% | 3.13% | Q1 2023 | Q3 2023 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q2 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Global Strategic Investment Solutions, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
BREMER TRUST NATIONAL ASSOCIATION | 3 | 3 | 0.06% | 0.36% | 0.96% | Q2 2018 | Q4 2018 | 3 |
WJ Wealth Management, LLC | 3 | 3 | 0.20% | 2.98% | 5.16% | Q3 2022 | Q1 2023 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.07% | 0.16% | 0.23% | Q4 2021 | Q3 2023 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q2 2014 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.74% | 0.83% | 0.90% | Q1 2022 | Q3 2022 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
COWEN INC. | 1 | 1 | 0.05% | 0.21% | 0.53% | Q1 2016 | Q1 2016 | 3 |
EFG Asset Management (Americas) Corp. | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q1 2015 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.49% | 0.98% | 1.22% | Q4 2021 | Q2 2022 | 3 |
GPM Growth Investors, Inc. | 3 | 3 | 0.43% | 0.43% | 0.44% | Q2 2020 | Q4 2020 | 3 |
Avalon Trust Co | 3 | 3 | 0.22% | 0.23% | 0.23% | Q1 2023 | Q3 2023 | 3 |
First Allied Asset Management, Inc. | 3 | 3 | 0.05% | 0.08% | 0.11% | Q3 2014 | Q1 2015 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.56% | 0.64% | 0.73% | Q1 2023 | Q3 2023 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.02% | 3.19% | 5.19% | Q3 2021 | Q4 2022 | 3 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 3 |
Mainsail Financial Group, LLC | 3 | 3 | 0.21% | 0.73% | 1.72% | Q4 2022 | Q2 2023 | 3 |
IMA Wealth, Inc. | 2 | 1 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q3 2018 | 3 |
Perennial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Wells Financial Advisors INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Tanglewood Wealth Management, Inc. | 3 | 3 | 4.64% | 5.03% | 5.55% | Q2 2022 | Q4 2022 | 3 |
Beacon Pointe Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.09% | 0.13% | Q1 2019 | Q3 2019 | 3 |
INTREPID FAMILY OFFICE LLC | 3 | 3 | 1.60% | 2.38% | 3.31% | Q4 2021 | Q2 2022 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Litman Gregory Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Stolper Co | 2 | 1 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q4 2022 | 3 |
Wambolt & Associates, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.17% | 0.38% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Affinity Capital Advisors, LLC | 3 | 3 | 0.24% | 0.60% | 0.92% | Q1 2023 | Q3 2023 | 3 |
JDM Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.05% | 0.08% | 0.09% | Q3 2013 | Q1 2020 | 3 |
IAM Advisory, LLC | 3 | 3 | 0.88% | 0.97% | 1.04% | Q3 2022 | Q1 2023 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Mariner Wealth Advisors-Madison, LLC | 3 | 3 | 0.26% | 0.28% | 0.29% | Q1 2013 | Q3 2013 | 3 |
Strid Group, LLC | 3 | 3 | 0.25% | 0.29% | 0.37% | Q4 2015 | Q2 2016 | 3 |
Dash Acquisitions Inc. | 3 | 3 | 0.10% | 0.11% | 0.11% | Q3 2021 | Q1 2022 | 3 |
Wechter Feldman Wealth Management, Inc. | 3 | 3 | 8.34% | 8.50% | 8.62% | Q1 2019 | Q3 2019 | 3 |
Black Diamond Financial, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Centric Wealth Management | 3 | 3 | 0.48% | 0.51% | 0.53% | Q1 2022 | Q3 2022 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q1 2021 | 3 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q4 2022 | 3 |
Signify Wealth | 2 | 1 | 1.63% | 2.10% | 2.43% | Q4 2022 | Q3 2023 | 3 |
FundX Investment Group, LLC | 2 | 1 | 1.24% | 2.76% | 4.16% | Q2 2013 | Q4 2018 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 3 |
Betterment LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Lake Point Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Wealth Advisors of Tampa Bay, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 |
GW HENSSLER & ASSOCIATES LTD | 2 | 1 | 0.04% | 0.19% | 0.40% | Q3 2020 | Q4 2021 | 3 |
PRENTISS SMITH & CO INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.50% | 0.51% | 0.53% | Q1 2023 | Q3 2023 | 3 |
Sculptor Capital LP | 1 | 1 | 0.06% | 0.11% | 0.18% | Q3 2015 | Q1 2016 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Flinton Capital Management LLC | 3 | 3 | 0.34% | 0.58% | 0.71% | Q1 2017 | Q3 2017 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.72% | 0.75% | 0.78% | Q4 2022 | Q3 2023 | 3 |
CIC Wealth, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Financial Engines Advisors L.L.C. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 3 |
SABBY MANAGEMENT, LLC | 3 | 3 | 0.06% | 1.15% | 2.12% | Q1 2020 | Q3 2020 | 3 |
Premia Global Advisors, LLC | 3 | 3 | 0.03% | 0.77% | 1.77% | Q4 2017 | Q2 2018 | 3 |
Sunflower Bank, N.A. | 3 | 3 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q2 2021 | 3 |
LexAurum Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Blackston Financial Advisory Group, LLC | 3 | 3 | 0.51% | 0.55% | 0.59% | Q3 2022 | Q1 2023 | 3 |
AIRE ADVISORS, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2022 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q2 2018 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.94% | 1.01% | 1.10% | Q4 2020 | Q2 2021 | 3 |
Stone Point Wealth LLC | 2 | 1 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 3 |
Hobart Private Capital, LLC | 3 | 3 | 3.72% | 3.79% | 3.86% | Q1 2023 | Q3 2023 | 3 |
JGP Global Gestao de Recursos Ltda. | 2 | 1 | 0.09% | 0.28% | 0.38% | Q4 2021 | Q3 2022 | 3 |
MBB PUBLIC MARKETS I LLC | 3 | 3 | 5.05% | 6.53% | 7.86% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
EWG Elevate Inc. | 1 | 1 | 0.12% | 1.48% | 4.17% | Q2 2020 | Q4 2022 | 3 |
THOMPSON SIEGEL & WALMSLEY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Strategic Income Management, LLC | 3 | 3 | 2.74% | 2.80% | 2.82% | Q4 2014 | Q2 2015 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 5.51% | 5.74% | 6.07% | Q4 2017 | Q2 2018 | 3 |
Mattern Wealth Management LLC | 1 | 1 | 0.07% | 0.10% | 0.14% | Q4 2019 | Q2 2021 | 2 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.09% | 0.11% | 0.12% | Q3 2019 | Q1 2020 | 2 |
Fluent Financial, LLC | 2 | 2 | 0.65% | 0.68% | 0.72% | Q4 2017 | Q1 2018 | 2 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.15% | 0.23% | 0.31% | Q4 2014 | Q1 2016 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 3.47% | 6.93% | Q4 2015 | Q3 2017 | 2 |
HawsGoodwin Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Cannon Global Investment Management, LLC | 1 | 1 | 1.59% | 2.64% | 3.70% | Q2 2021 | Q2 2023 | 2 |
Eisler Capital (US) LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 2 |
Consolidated Planning Corp | 2 | 2 | 0.06% | 0.20% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Raub Brock Capital Management LP | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 2 |
DUALITY ADVISERS, LP | 2 | 2 | 2.00% | 4.52% | 7.04% | Q1 2019 | Q2 2019 | 2 |
FULTON BREAKEFIELD BROENNIMAN LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MOULTON WEALTH MANAGEMENT, INC | 2 | 2 | 0.28% | 0.97% | 1.65% | Q3 2021 | Q4 2021 | 2 |
Beck Bode, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 2 |
Astoria Portfolio Advisors LLC. | 2 | 2 | 0.11% | 0.13% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Momentum Advisors, LLC | 1 | 1 | 0.23% | 0.24% | 0.26% | Q2 2022 | Q4 2022 | 2 |
XY Capital Ltd | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2023 | Q2 2023 | 2 |
Stone Toro Investment Advisers, LP | 2 | 2 | 0.68% | 0.76% | 0.83% | Q3 2014 | Q4 2014 | 2 |
Truadvice, LLC | 1 | 1 | 0.10% | 0.99% | 1.87% | Q2 2022 | Q3 2023 | 2 |
Heirloom Wealth Management | 1 | 1 | 1.82% | 3.71% | 5.60% | Q4 2021 | Q3 2023 | 2 |
DeDora Capital, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q1 2023 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 2 |
Center For Asset Management LLC | 2 | 2 | 0.17% | 0.19% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Veracity Capital LLC | 1 | 1 | 0.28% | 0.42% | 0.56% | Q4 2019 | Q2 2020 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2016 | 2 |
Ameraudi Asset Management, Inc. | 1 | 1 | 3.28% | 3.75% | 4.22% | Q4 2021 | Q3 2023 | 2 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.03% | 4.80% | 9.58% | Q4 2021 | Q4 2022 | 2 |
Davis Capital Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Arlington Financial Advisors, LLC | 2 | 2 | 0.29% | 0.29% | 0.30% | Q4 2019 | Q1 2020 | 2 |
Bain Capital Public Equity Management II, LLC | 2 | 2 | 0.03% | 0.15% | 0.28% | Q2 2020 | Q3 2020 | 2 |
Aaron Wealth Advisors LLC | 2 | 2 | 0.14% | 0.23% | 0.32% | Q1 2022 | Q2 2022 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 2 | 0.23% | 0.25% | 0.27% | Q1 2022 | Q2 2022 | 2 |
STARR INTERNATIONAL CO INC | 1 | 1 | 0.19% | 0.26% | 0.32% | Q2 2019 | Q1 2020 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
ACUTE INVESTMENT ADVISORY, LLC | 2 | 2 | 1.34% | 2.28% | 3.23% | Q1 2022 | Q2 2022 | 2 |
Alerus Investment Advisors Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Cresta Advisors, Ltd. | 2 | 2 | 1.72% | 1.74% | 1.75% | Q2 2023 | Q3 2023 | 2 |
CGN Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 2 |
Vanguard Personalized Indexing Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Gladius Capital Management LP | 2 | 2 | 0.10% | 0.30% | 0.50% | Q3 2020 | Q4 2020 | 2 |
SWS Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Intelligence Driven Advisers, LLC | 2 | 2 | 0.04% | 0.93% | 1.82% | Q3 2022 | Q4 2022 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q1 2019 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Windsor Creek Advisors, LLC | 2 | 2 | 0.22% | 0.36% | 0.50% | Q2 2019 | Q3 2019 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.00% | 0.54% | 1.07% | Q4 2017 | Q1 2018 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2022 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.89% | 1.01% | 1.14% | Q1 2018 | Q3 2018 | 2 |
Greenland Capital Management LP | 1 | 1 | 0.15% | 0.31% | 0.47% | Q4 2022 | Q3 2023 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2019 | Q1 2020 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Gallacher Capital Management LLC | 2 | 2 | 0.17% | 0.21% | 0.25% | Q4 2022 | Q1 2023 | 2 |
Bell Bank | 2 | 2 | 9.02% | 9.16% | 9.31% | Q4 2016 | Q1 2017 | 2 |
TradeLink Capital LLC | 1 | 1 | 3.17% | 4.24% | 5.32% | Q1 2016 | Q1 2022 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.05% | 0.17% | 0.30% | Q4 2021 | Q4 2022 | 2 |
BROADMARK ASSET MANAGEMENT LLC | 1 | 1 | 5.95% | 15.62% | 25.30% | Q4 2020 | Q4 2022 | 2 |
Heritage Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
GREENWOOD GEARHART INC | 2 | 2 | 1.40% | 1.40% | 1.41% | Q2 2023 | Q3 2023 | 2 |
Peloton Wealth Strategists | 1 | 1 | 0.18% | 1.01% | 1.84% | Q1 2016 | Q2 2018 | 2 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.20% | 0.25% | Q4 2022 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 2 |
&PARTNERS | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2021 | Q3 2021 | 2 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
FORBES J M & CO LLP | 2 | 2 | 0.66% | 0.80% | 0.94% | Q2 2023 | Q3 2023 | 2 |
AVAII WEALTH MANAGEMENT, LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q1 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Passaic Partners LLC | 2 | 2 | 2.12% | 2.17% | 2.21% | Q2 2023 | Q3 2023 | 2 |
Wealthgate Family Office, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Delta Financial Group, Inc. | 2 | 2 | 0.15% | 0.34% | 0.54% | Q2 2023 | Q3 2023 | 2 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.26% | 0.62% | 0.97% | Q1 2018 | Q3 2018 | 2 |
Orbimed Advisors | 2 | 2 | 0.16% | 0.17% | 0.17% | Q4 2019 | Q1 2020 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Maltin Wealth Management, Inc. | 2 | 2 | 0.16% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
BBJS FINANCIAL ADVISORS, LLC | 2 | 2 | 1.65% | 1.69% | 1.73% | Q2 2023 | Q3 2023 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 2.08% | 2.25% | 2.41% | Q4 2021 | Q1 2022 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
DIMENSION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q2 2023 | 2 |
Thai Life Insurance PCL. | 2 | 2 | 2.44% | 2.77% | 3.11% | Q2 2017 | Q3 2017 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.54% | 0.56% | 0.59% | Q4 2022 | Q3 2023 | 2 |
Peterson Wealth Services | 2 | 2 | 1.14% | 1.62% | 2.10% | Q4 2022 | Q1 2023 | 2 |
GenTrust, LLC | 1 | 1 | 0.10% | 0.12% | 0.14% | Q4 2018 | Q3 2023 | 2 |
Imprint Wealth LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
P SCHOENFELD ASSET MANAGEMENT LP | 2 | 2 | 3.22% | 3.82% | 4.43% | Q2 2016 | Q3 2016 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.09% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Evanson Asset Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q1 2017 | 2 |
DeGreen Capital Management LLC | 1 | 1 | 3.21% | 5.43% | 7.64% | Q4 2013 | Q4 2015 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q1 2023 | Q2 2023 | 2 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 5.30% | 6.05% | 6.80% | Q1 2015 | Q3 2018 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.07% | 0.10% | Q1 2017 | Q4 2019 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.28% | 0.30% | 0.32% | Q2 2023 | Q3 2023 | 2 |
FUKOKU MUTUAL LIFE INSURANCE Co | 2 | 2 | 0.41% | 0.43% | 0.45% | Q3 2013 | Q4 2013 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.88% | 20.22% | 39.57% | Q1 2017 | Q4 2018 | 2 |
Crawford Lake Capital Management, LLC | 1 | 1 | 1.71% | 3.12% | 4.52% | Q1 2022 | Q1 2022 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Peoples Bank/KS | 2 | 2 | 0.22% | 0.25% | 0.27% | Q3 2023 | Q4 2023 | 2 |
Logan Stone Capital, LLC | 1 | 1 | 0.71% | 0.76% | 0.80% | Q4 2021 | Q2 2022 | 2 |
Kohmann Bosshard Financial Services, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
MKP Capital Management, L.L.C. | 1 | 1 | 7.64% | 11.14% | 14.63% | Q4 2016 | Q3 2021 | 2 |
Vantage Investment Partners, LLC | 1 | 1 | 0.49% | 0.78% | 1.06% | Q4 2017 | Q4 2018 | 2 |
KKR Credit Advisors (US) LLC | 2 | 2 | 1.46% | 1.63% | 1.79% | Q2 2013 | Q3 2013 | 2 |
Bienville Capital Management, LLC | 2 | 2 | 1.04% | 1.07% | 1.11% | Q4 2014 | Q1 2015 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.08% | 0.11% | 0.13% | Q2 2022 | Q3 2022 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 2 |
Cypress Capital, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Prosperity Planning, Inc. | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Concentric Capital Strategies, LP | 1 | 1 | 0.44% | 1.05% | 1.65% | Q1 2022 | Q3 2023 | 2 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 2.25% | 2.46% | 2.67% | Q3 2021 | Q4 2022 | 2 |
VAN DEN BERG MANAGEMENT I, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PRIMORIS WEALTH ADVISORS, LLC | 2 | 2 | 1.73% | 3.10% | 4.47% | Q2 2023 | Q3 2023 | 2 |
Convergent Wealth Advisors | 1 | 1 | 0.32% | 0.71% | 1.10% | Q1 2015 | Q3 2015 | 2 |
New Millennium Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
TAP Consulting, LLC | 1 | 1 | 0.04% | 0.25% | 0.46% | Q4 2021 | Q1 2023 | 2 |
361 CAPITAL LLC | 1 | 1 | 0.08% | 0.51% | 0.95% | Q3 2016 | Q3 2018 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.23% | 0.25% | Q2 2015 | Q4 2015 | 2 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.01% | 1.37% | 2.73% | Q1 2019 | Q1 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 2 |
LS Investment Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
HARVEST VOLATILITY MANAGEMENT LLC | 2 | 2 | 1.14% | 1.15% | 1.15% | Q1 2021 | Q2 2021 | 2 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2023 | 2 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 2 |
Camber Capital Management LP | 1 | 1 | 0.08% | 2.57% | 5.06% | Q2 2015 | Q4 2015 | 2 |
COMMUNITY BANK SYSTEM, INC. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2014 | Q3 2014 | 2 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2018 | Q3 2018 | 2 |
PFM Health Sciences, LP | 1 | 1 | 3.52% | 4.58% | 5.65% | Q2 2017 | Q1 2021 | 2 |
FACTORY MUTUAL INSURANCE CO | 2 | 2 | 0.50% | 0.51% | 0.52% | Q4 2020 | Q1 2021 | 2 |
ASPIRIANT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
IRON Financial LLC | 2 | 2 | 3.20% | 6.09% | 8.98% | Q2 2014 | Q3 2014 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.09% | 0.16% | Q4 2020 | Q1 2023 | 2 |
Truepoint, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Alaska Permanent Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.42% | 0.53% | 0.65% | Q2 2013 | Q3 2013 | 2 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.27% | 10.14% | 20.01% | Q3 2013 | Q3 2017 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 2 | 0.29% | 1.87% | 3.45% | Q3 2021 | Q4 2021 | 2 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q4 2017 | Q4 2018 | 2 |
First National Bank of Mount Dora, Trust Investment Services | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q4 2023 | 2 |
K.J. Harrison & Partners Inc | 2 | 2 | 0.61% | 0.85% | 1.09% | Q2 2020 | Q3 2020 | 2 |
Legal & General Group Plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Kohlberg Kravis Roberts & Co. L.P. | 2 | 2 | 0.30% | 0.30% | 0.31% | Q4 2013 | Q1 2014 | 2 |
Monument Capital Management | 2 | 2 | 1.08% | 1.09% | 1.10% | Q4 2018 | Q1 2019 | 2 |
Taconic Capital Advisors LP | 1 | 1 | 0.02% | 0.58% | 1.13% | Q3 2015 | Q2 2019 | 2 |
Empowered Funds, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q3 2023 | 2 |
Tradeworx Inc. | 1 | 1 | 0.12% | 0.13% | 0.15% | Q2 2013 | Q4 2013 | 2 |
Select Equity Group, L.P. | 2 | 2 | 0.64% | 0.75% | 0.86% | Q4 2019 | Q1 2020 | 2 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 2 | 2 | 2.95% | 2.96% | 2.97% | Q2 2023 | Q3 2023 | 2 |
Brown Miller Wealth Management, LLC | 2 | 2 | 0.26% | 0.38% | 0.50% | Q3 2022 | Q4 2022 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q4 2016 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
APIS CAPITAL ADVISORS, LLC | 2 | 2 | 0.23% | 0.26% | 0.30% | Q4 2014 | Q1 2015 | 2 |
Fortress Investment Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2021 | 2 |
Cascade Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.54% | 0.64% | 0.75% | Q1 2018 | Q4 2018 | 2 |
CITIZENS & NORTHERN CORP | 1 | 1 | 0.50% | 0.51% | 0.51% | Q4 2018 | Q2 2019 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 0.27% | 0.34% | 0.41% | Q2 2023 | Q3 2023 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.07% | 0.09% | 0.10% | Q3 2018 | Q4 2020 | 2 |
3D ASSET MANAGEMENT, INC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2020 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.04% | 0.12% | 0.19% | Q1 2021 | Q2 2022 | 2 |
Autumn Glory Partners, LLC | 1 | 1 | 0.13% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Passport Capital, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2016 | 2 |
Everett Capital Advisors UK LLP | 2 | 2 | 2.44% | 2.97% | 3.50% | Q2 2019 | Q3 2019 | 2 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.48% | 0.96% | Q1 2020 | Q4 2022 | 2 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 2 |
Sterling Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2017 | 2 |
LVZ, Inc. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q3 2022 | Q4 2022 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q2 2015 | Q3 2018 | 2 |
XL Group Investments Ltd | 2 | 2 | 5.18% | 5.39% | 5.60% | Q4 2016 | Q1 2017 | 2 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.10% | 0.33% | 0.56% | Q4 2022 | Q3 2023 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 2 |
Rye Brook Capital LLC | 2 | 2 | 1.23% | 2.38% | 3.53% | Q4 2020 | Q1 2021 | 2 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2 | 2 | 0.48% | 0.49% | 0.50% | Q3 2014 | Q4 2014 | 2 |
LUMINUS MANAGEMENT LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q2 2021 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 2 |
West Coast Asset Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.43% | 0.43% | 0.43% | Q2 2017 | Q3 2017 | 2 |
Garda Capital Partners LP | 2 | 2 | 0.00% | 0.12% | 0.24% | Q1 2023 | Q2 2023 | 2 |
GREENLEAF TRUST | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.02% | 0.12% | 0.21% | Q3 2013 | Q4 2015 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.47% | 0.50% | 0.53% | Q4 2020 | Q4 2021 | 2 |
TAIYO LIFE INSURANCE CO | 2 | 2 | 1.98% | 2.71% | 3.45% | Q2 2023 | Q3 2023 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2020 | 2 |
Pachira Investments Inc. | 2 | 2 | 3.46% | 3.79% | 4.12% | Q2 2023 | Q3 2023 | 2 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.08% | 0.13% | Q3 2020 | Q2 2023 | 2 |
Regent Investment Management LLC | 2 | 2 | 0.27% | 0.28% | 0.28% | Q4 2014 | Q1 2015 | 2 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.08% | 0.16% | Q4 2022 | Q2 2023 | 2 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 2 | 2 | 2.57% | 2.71% | 2.86% | Q2 2023 | Q3 2023 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.07% | 0.13% | Q3 2018 | Q1 2019 | 2 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 2.33% | 2.33% | 2.33% | Q3 2022 | Q3 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
NORDEA INVESTMENT MANAGEMENT AB | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Taikang Asset Management (Hong Kong) Co Ltd | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2017 | Q4 2017 | 1 |
Belvedere Advisors LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q2 2019 | Q2 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
Andesa Financial Management Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Elm Partners Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Windsor Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Howard Capital Management Inc. | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2018 | Q3 2018 | 1 |
Alaska Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Congress Park Capital LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
SHELL ASSET MANAGEMENT CO | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2016 | Q1 2016 | 1 |
Leonard Green & Partners, L.P. | 1 | 1 | 3.01% | 3.01% | 3.01% | Q2 2021 | Q2 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Athanor Capital, LP | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2019 | Q4 2019 | 1 |
Jackson Financial Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2017 | Q4 2017 | 1 |
HAYS ADVISORY LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2013 | Q2 2013 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Shay Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Sawyer & Company, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TPB WEALTH ADVISORS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Clarus Group, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RPTC Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2017 | Q3 2017 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Noked Capital LTD | 1 | 1 | 2.39% | 2.39% | 2.39% | Q2 2022 | Q2 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Welch Investments, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2016 | Q4 2016 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
RWQ Financial Management Services, Inc. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2023 | Q2 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Eversept Partners, LP | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2020 | Q2 2020 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 4.42% | 4.42% | 4.42% | Q3 2021 | Q3 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Jafra Capital Management LP | 1 | 1 | 1.30% | 1.30% | 1.30% | Q2 2017 | Q2 2017 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2022 | Q2 2022 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Arthur Zaske & Associates, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2017 | Q4 2017 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
L2 Asset Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
City Financial Investment Co Ltd | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2017 | Q2 2017 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q4 2016 | Q4 2016 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Schneider Downs Wealth Management Advisors, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
NAYA CAPITAL MANAGEMENT UK LTD | 1 | 1 | 3.40% | 3.40% | 3.40% | Q4 2019 | Q4 2019 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Clarius Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q3 2019 | Q3 2019 | 1 |
Tamarack Advisers, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Julex Capital Management, LLC | 1 | 1 | 13.04% | 13.04% | 13.04% | Q4 2018 | Q4 2018 | 1 |
Iyo Bank, Ltd. | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2021 | Q4 2021 | 1 |
MARYLAND CAPITAL ADVISORS INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Appaloosa LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2017 | Q2 2017 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2016 | Q4 2016 | 1 |
JANA PARTNERS LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2015 | Q1 2015 | 1 |
Tairen Capital Ltd | 1 | 1 | 22.42% | 22.42% | 22.42% | Q1 2022 | Q1 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Private Vista, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 2.73% | 2.73% | 2.73% | Q4 2022 | Q4 2022 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2016 | Q3 2016 | 1 |
Price Capital Management, Inc. | 1 | 1 | 3.74% | 3.74% | 3.74% | Q1 2015 | Q1 2015 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Endurant Capital Management LP | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2019 | Q1 2019 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2015 | Q1 2015 | 1 |
Point Break Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
Northstar Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2022 | Q4 2022 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2017 | Q4 2017 | 1 |
1620 INVESTMENT ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
PVG Asset Management | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2015 | Q2 2015 | 1 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 9.03% | 9.03% | 9.03% | Q4 2018 | Q4 2018 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q4 2018 | Q4 2018 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 5.13% | 5.13% | 5.13% | Q1 2016 | Q1 2016 | 1 |
Valtura Capital Partners LLC | 1 | 1 | 22.99% | 22.99% | 22.99% | Q2 2017 | Q2 2017 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2023 | Q2 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Premise Capital, LLC | 1 | 1 | 2.92% | 2.92% | 2.92% | Q2 2020 | Q2 2020 | 1 |
NEIRG Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Shoker Investment Counsel, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Trustees of Dartmouth College | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
VERNIER CAPITAL PARTNERS, LP | 1 | 1 | 9.00% | 9.00% | 9.00% | Q4 2018 | Q4 2018 | 1 |
Iguana Healthcare Management, LLC | 1 | 1 | 4.13% | 4.13% | 4.13% | Q4 2014 | Q4 2014 | 1 |
Next Level Private LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2022 | Q2 2022 | 1 |
Prosperity Consulting Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ghost Tree Capital, LLC | 1 | 1 | 5.75% | 5.75% | 5.75% | Q1 2020 | Q1 2020 | 1 |
Red Tortoise LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Trail Ridge Investment Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2011 | Q2 2011 | 1 |
Yelin Lapidot Holdings Management Ltd. | 1 | 1 | 13.11% | 13.11% | 13.11% | Q3 2023 | Q3 2023 | 1 |
Green Owl Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
DAVIDSON TRUST CO | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2016 | Q4 2016 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 3.03% | 3.03% | 3.03% | Q3 2018 | Q3 2018 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
OAK HARBOR WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
COLUMBIA CAPITAL LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2014 | Q4 2014 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
West Family Investments, Inc. | 1 | 1 | 5.01% | 5.01% | 5.01% | Q1 2020 | Q1 2020 | 1 |
Retireful, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2023 | Q2 2023 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2020 | Q2 2020 | 1 |
Buckingham Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2021 | Q4 2021 | 1 |
NORTH TIDE CAPITAL, LLC | 1 | 1 | 19.43% | 19.43% | 19.43% | Q1 2017 | Q1 2017 | 1 |
Sandhill Capital Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
EHP Funds Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Range Financial Group LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HT Partners LLC | 1 | 1 | 5.27% | 5.27% | 5.27% | Q2 2013 | Q2 2013 | 1 |
HARVEY CAPITAL MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Catalyst Wealth Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2014 | Q3 2014 | 1 |
Tyrus Capital S.A.M. | 1 | 1 | 4.24% | 4.24% | 4.24% | Q3 2015 | Q3 2015 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
CASTLEARK MANAGEMENT LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2020 | Q1 2020 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2023 | Q3 2023 | 1 |
Cardinal Point Capital Management ULC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
AGRAN LIBBIE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Simply Money Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2018 | Q3 2018 | 1 |
Tamarack Capital Management, LLC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q3 2013 | Q3 2013 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2015 | Q3 2015 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WAFRA INC. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2013 | Q4 2013 | 1 |
HARTFORD INVESTMENT MANAGEMENT CO | 1 | 1 | 3.61% | 3.61% | 3.61% | Q4 2022 | Q4 2022 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Rooted Wealth Advisors, Inc. | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2023 | Q2 2023 | 1 |
Selway Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Arcadia Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2022 | Q4 2022 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
Evergreen Wealth Management, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2022 | Q4 2022 | 1 |
Owen LaRue, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
SUMMIT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
Park Edge Advisors, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2022 | Q4 2022 | 1 |
Massachusetts Wealth Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2023 | Q4 2023 | 1 |
COMMUNITY TRUST & INVESTMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
LEE DANNER & BASS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Alpha Financial Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ING GROEP NV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
FARR MILLER & WASHINGTON LLC/DC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TMD & ASSOCIATES, INC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2016 | Q4 2016 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
SYON CAPITAL LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2023 | Q3 2023 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
United Community Bank | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 1 | 1 | 2.75% | 2.75% | 2.75% | Q3 2013 | Q3 2013 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Meru Capital Group, LP | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2017 | Q1 2017 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
iAB Financial Bank | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
Summit Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Windhaven Investment Management, Inc. | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2017 | Q4 2017 | 1 |
ALTEGRIS ADVISORS, L.L.C. | 1 | 1 | 2.62% | 2.62% | 2.62% | Q4 2016 | Q4 2016 | 1 |
1ST SOURCE BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2019 | Q4 2019 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Constellation Wealth Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
Nantahala Capital Management | 1 | 1 | 4.28% | 4.28% | 4.28% | Q2 2019 | Q2 2019 | 1 |
SCHARF INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Biondo Investment Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2019 | Q4 2019 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2014 | Q1 2014 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2018 | Q4 2018 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 3.70% | 3.70% | 3.70% | Q2 2017 | Q2 2017 | 1 |
Palisade Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2020 | Q3 2020 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
USA MUTUALS ADVISORS, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 1 | 1 | 6.13% | 6.13% | 6.13% | Q4 2015 | Q4 2015 | 1 |
SPC Financial, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2014 | Q2 2014 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2017 | Q1 2017 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
Nicholas Investment Partners, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 1 | 1 | 5.29% | 5.29% | 5.29% | Q3 2016 | Q3 2016 | 1 |
Madison Scottsdale, LC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
CONNING INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
BCM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2013 | Q3 2013 | 1 |
HARRIS ASSOCIATES L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2019 | Q3 2019 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2014 | Q1 2014 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Rathbones Group PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Coho Partners, Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Estabrook Capital Management | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2014 | Q3 2014 | 1 |
Amici Capital, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2013 | Q3 2013 | 1 |
Stadion Money Management, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2014 | Q2 2014 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2016 | Q2 2016 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 2.93% | 2.93% | 2.93% | Q1 2021 | Q1 2021 | 1 |
Luxor Capital Group, LP | 1 | 1 | 2.37% | 2.37% | 2.37% | Q3 2016 | Q3 2016 | 1 |
Edgewood Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
JMG Financial Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
GEMS MANAGEMENT LTD | 1 | 1 | 1.74% | 1.74% | 1.74% | Q2 2013 | Q2 2013 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Weaver C. Barksdale & Associates, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
First American Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
SCOPIA CAPITAL MANAGEMENT LP | 1 | 1 | 6.50% | 6.50% | 6.50% | Q1 2022 | Q1 2022 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
JANUS HENDERSON GROUP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WS MANAGEMENT LLLP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2015 | Q3 2015 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2022 | Q2 2022 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2019 | Q4 2019 | 1 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
CWS Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Apella Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
AXS Investments LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2023 | Q2 2023 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2020 | Q2 2020 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2020 | Q2 2020 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Americana Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Privium Fund Management B.V. | 1 | 1 | 1.88% | 1.88% | 1.88% | Q2 2023 | Q2 2023 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
TFG Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Candlestick Capital Management LP | 1 | 1 | 1.88% | 1.88% | 1.88% | Q2 2022 | Q2 2022 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 3.14% | 3.14% | 3.14% | Q4 2021 | Q4 2021 | 1 |
Ascendant Capital Management, LLC | 1 | 1 | 7.31% | 7.31% | 7.31% | Q4 2022 | Q4 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 4.40% | 4.40% | 4.40% | Q2 2021 | Q2 2021 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
TRADITION ASSET MANAGEMENT LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2020 | Q1 2020 | 1 |
Ikarian Capital, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2023 | Q1 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
CPR Investments Inc. | 1 | 1 | 12.51% | 12.51% | 12.51% | Q2 2022 | Q2 2022 | 1 |
McAlister, Sweet & Associates, Inc. | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2021 | Q4 2021 | 1 |
Sentinus, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Foster Victor Wealth Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 2.11% | 2.11% | 2.11% | Q4 2018 | Q4 2018 | 1 |
HNP Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Noked Israel Ltd | 1 | 1 | 2.39% | 2.39% | 2.39% | Q2 2022 | Q2 2022 | 1 |
New World Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2021 | Q4 2021 | 1 |
Scarborough Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MA Private Wealth | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2023 | Q3 2023 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2020 | Q3 2020 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Personal Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 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.