Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 62 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 61 |
WOLVERINE TRADING, LLC | 18 | 2 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 58 |
MILLENNIUM MANAGEMENT LLC | 21 | 21 | 0.00% | 0.02% | 0.15% | Q3 2018 | Q3 2023 | 56 |
Cutler Group LLC / CA | 18 | 18 | 0.00% | 0.02% | 0.19% | Q2 2019 | Q3 2023 | 47 |
CITIGROUP INC | 21 | 21 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 46 |
JANE STREET GROUP, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 41 |
UBS Group AG | 21 | 21 | 0.00% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 40 |
GOLDMAN SACHS GROUP INC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 36 |
Parallax Volatility Advisers, L.P. | 6 | 2 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q2 2023 | 35 |
Walleye Trading LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 34 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 33 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.25% | 0.60% | Q2 2018 | Q3 2023 | 31 |
BNP PARIBAS FINANCIAL MARKETS | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 29 |
TWO SIGMA SECURITIES, LLC | 9 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 27 |
Raymond James Financial Services Advisors, Inc. | 21 | 21 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 25 |
HighTower Advisors, LLC | 21 | 21 | 0.00% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 24 |
WELLS FARGO & COMPANY/MN | 21 | 21 | 0.00% | 0.10% | 0.21% | Q3 2018 | Q3 2023 | 23 |
Global Endowment Management, LP | 22 | 22 | 0.05% | 0.08% | 0.14% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.01% | 0.04% | 0.14% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 22 |
BlackRock Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 22 |
Boltwood Capital Management | 22 | 22 | 0.26% | 0.43% | 0.58% | Q3 2018 | Q4 2023 | 22 |
BLAIR WILLIAM & CO/IL | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Advisory Services Network, LLC | 22 | 22 | 0.00% | 0.19% | 0.30% | Q2 2018 | Q3 2023 | 22 |
Capital Investment Advisors, LLC | 22 | 22 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q4 2023 | 22 |
OLD NATIONAL BANCORP /IN/ | 22 | 22 | 0.32% | 1.01% | 2.03% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
TRUST CO OF VIRGINIA /VA | 21 | 21 | 0.13% | 0.17% | 0.23% | Q3 2018 | Q3 2023 | 21 |
Haverford Trust Co | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 21 | 21 | 0.00% | 0.04% | 0.12% | Q3 2018 | Q3 2023 | 21 |
Swan Global Investments, LLC | 21 | 21 | 0.77% | 3.75% | 8.00% | Q3 2018 | Q3 2023 | 21 |
United Asset Strategies, Inc. | 21 | 21 | 0.15% | 0.37% | 1.09% | Q3 2018 | Q3 2023 | 21 |
Baird Financial Group, Inc. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
BARCLAYS PLC | 21 | 21 | 0.01% | 0.14% | 0.75% | Q3 2018 | Q3 2023 | 21 |
TOTH FINANCIAL ADVISORY CORP | 21 | 21 | 0.05% | 0.30% | 0.72% | Q3 2018 | Q3 2023 | 21 |
WestEnd Advisors, LLC | 21 | 21 | 1.26% | 4.79% | 7.73% | Q3 2018 | Q3 2023 | 21 |
Krilogy Financial LLC | 21 | 21 | 0.39% | 0.66% | 1.18% | Q3 2018 | Q3 2023 | 21 |
Mount Yale Investment Advisors, LLC | 21 | 21 | 0.19% | 0.26% | 0.32% | Q3 2018 | Q3 2023 | 21 |
Nelson Capital Management, LLC | 21 | 21 | 0.01% | 0.41% | 0.66% | Q3 2018 | Q3 2023 | 21 |
CENTRAL TRUST Co | 21 | 21 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 21 | 21 | 0.48% | 1.03% | 1.52% | Q3 2018 | Q3 2023 | 21 |
Bray Capital Advisors | 21 | 21 | 0.00% | 0.48% | 0.79% | Q3 2018 | Q3 2023 | 21 |
STERLING INVESTMENT MANAGEMENT, LLC | 21 | 21 | 0.24% | 0.32% | 0.38% | Q3 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 21 | 21 | 0.00% | 0.04% | 0.12% | Q3 2018 | Q3 2023 | 21 |
ASSETMARK, INC | 21 | 21 | 0.07% | 0.15% | 0.33% | Q3 2018 | Q3 2023 | 21 |
PNC FINANCIAL SERVICES GROUP, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
KCM INVESTMENT ADVISORS LLC | 21 | 21 | 0.95% | 1.39% | 1.87% | Q3 2018 | Q3 2023 | 21 |
Migdal Insurance & Financial Holdings Ltd. | 21 | 21 | 0.06% | 1.52% | 7.17% | Q3 2018 | Q3 2023 | 21 |
PINNACLE ASSOCIATES LTD | 21 | 21 | 0.01% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 21 |
COUNTRY TRUST BANK | 21 | 21 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q4 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.02% | 0.11% | 0.20% | Q3 2018 | Q3 2023 | 21 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
US BANCORP \DE\ | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
SG Americas Securities, LLC | 21 | 21 | 0.01% | 0.06% | 0.34% | Q3 2018 | Q3 2023 | 21 |
STIFEL FINANCIAL CORP | 21 | 21 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
AMERIPRISE FINANCIAL INC | 21 | 21 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
1832 Asset Management L.P. | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 21 | 21 | 0.38% | 0.67% | 0.92% | Q3 2018 | Q3 2023 | 21 |
NORTHERN TRUST CORP | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Venturi Wealth Management, LLC | 20 | 1 | 0.08% | 0.63% | 1.28% | Q2 2018 | Q3 2023 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 0.14% | 0.21% | 0.36% | Q3 2018 | Q3 2023 | 21 |
Bank of New York Mellon Corp | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
MARTIN & CO INC /TN/ | 21 | 21 | 0.09% | 1.94% | 2.39% | Q3 2018 | Q3 2023 | 21 |
BAR HARBOR WEALTH MANAGEMENT | 21 | 21 | 0.14% | 0.34% | 0.50% | Q3 2018 | Q3 2023 | 21 |
CIBC WORLD MARKET INC. | 21 | 21 | 0.00% | 0.15% | 0.68% | Q3 2018 | Q3 2023 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.03% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 21 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21 | 21 | 0.05% | 0.12% | 0.29% | Q3 2018 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 21 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
JPMORGAN CHASE & CO | 21 | 21 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 21 |
RAYMOND JAMES & ASSOCIATES | 21 | 21 | 0.03% | 0.17% | 0.32% | Q3 2018 | Q3 2023 | 21 |
LPL Financial LLC | 21 | 21 | 0.01% | 0.10% | 0.21% | Q3 2018 | Q3 2023 | 21 |
FIFTH THIRD BANCORP | 21 | 21 | 0.00% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 21 | 21 | 0.10% | 0.81% | 2.05% | Q3 2018 | Q3 2023 | 21 |
CENTAURUS FINANCIAL, INC. | 21 | 21 | 0.02% | 0.35% | 0.87% | Q3 2018 | Q3 2023 | 21 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 21 | 21 | 0.08% | 0.80% | 1.97% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Jacobi Capital Management LLC | 20 | 20 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
1834 INVESTMENT ADVISORS CO | 20 | 20 | 0.01% | 0.22% | 0.54% | Q4 2018 | Q3 2023 | 20 |
FIRST INTERSTATE BANK | 10 | 10 | 0.38% | 1.18% | 2.14% | Q3 2018 | Q3 2023 | 20 |
WBH ADVISORY INC | 17 | 3 | 0.61% | 1.45% | 1.93% | Q3 2018 | Q3 2023 | 20 |
ATLAS CAPITAL ADVISORS LLC | 20 | 20 | 0.34% | 0.66% | 1.16% | Q4 2018 | Q3 2023 | 20 |
Chesapeake Wealth Management | 20 | 20 | 0.32% | 0.66% | 0.88% | Q4 2018 | Q3 2023 | 20 |
WHITTIER TRUST CO | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
BANK OF MONTREAL /CAN/ | 18 | 2 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.10% | 0.25% | 0.44% | Q4 2018 | Q3 2023 | 20 |
FORVIS Wealth Advisors, LLC | 20 | 20 | 0.04% | 0.09% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 20 | 20 | 0.01% | 0.12% | 1.07% | Q4 2018 | Q3 2023 | 20 |
CAPTRUST FINANCIAL ADVISORS | 20 | 20 | 0.00% | 0.08% | 0.18% | Q4 2018 | Q3 2023 | 20 |
ALPS ADVISORS INC | 14 | 6 | 0.10% | 0.17% | 0.26% | Q3 2018 | Q3 2023 | 20 |
First Horizon Advisors, Inc. | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
CREDIT SUISSE AG/ | 15 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 20 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 20 | 20 | 0.02% | 0.05% | 0.20% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Veritable, L.P. | 20 | 20 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q2 2023 | 20 |
Harel Insurance Investments & Financial Services Ltd. | 20 | 20 | 0.01% | 0.64% | 3.32% | Q4 2018 | Q3 2023 | 20 |
MV CAPITAL MANAGEMENT, INC. | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
CHILTON CAPITAL MANAGEMENT LLC | 16 | 4 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.01% | 0.02% | 0.09% | Q3 2018 | Q3 2023 | 20 |
Chevy Chase Trust Holdings, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Private Wealth Advisors, LLC | 20 | 20 | 0.16% | 0.54% | 1.49% | Q4 2018 | Q3 2023 | 20 |
Farmers & Merchants Trust Co of Chambersburg PA | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.38% | 0.76% | 1.04% | Q4 2018 | Q3 2023 | 20 |
SIGNET FINANCIAL MANAGEMENT, LLC | 20 | 20 | 0.08% | 0.17% | 0.40% | Q4 2018 | Q3 2023 | 20 |
SCOTIA CAPITAL INC. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Trust Co | 20 | 20 | 0.01% | 1.42% | 3.22% | Q4 2018 | Q3 2023 | 20 |
Parallel Advisors, LLC | 17 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
Evolution Wealth Advisors, LLC | 20 | 20 | 0.77% | 2.89% | 4.57% | Q4 2018 | Q3 2023 | 20 |
Valeo Financial Advisors, LLC | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Ayalon Insurance Comp Ltd. | 20 | 20 | 2.39% | 4.96% | 7.38% | Q4 2018 | Q3 2023 | 20 |
DEUTSCHE BANK AG\ | 19 | 1 | 0.00% | 0.00% | 0.04% | Q3 2018 | Q3 2023 | 20 |
DUNCKER STREETT & CO INC | 16 | 4 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 20 |
INNEALTA CAPITAL, LLC | 20 | 20 | 0.81% | 3.19% | 5.81% | Q4 2018 | Q3 2023 | 20 |
BAILARD, INC. | 20 | 20 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
PLIMOTH TRUST CO LLC | 20 | 20 | 0.28% | 0.37% | 0.50% | Q4 2018 | Q3 2023 | 20 |
ARS Investment Partners, LLC | 13 | 7 | 0.08% | 0.40% | 0.69% | Q3 2018 | Q3 2023 | 20 |
ASSOCIATED BANC-CORP | 20 | 20 | 0.02% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
St. Johns Investment Management Company, LLC | 20 | 20 | 0.06% | 0.38% | 1.15% | Q4 2018 | Q3 2023 | 20 |
FIRST UNITED BANK & TRUST | 20 | 20 | 0.27% | 0.59% | 0.98% | Q4 2018 | Q3 2023 | 20 |
HSBC HOLDINGS PLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
IHT Wealth Management, LLC | 20 | 20 | 0.10% | 0.19% | 0.33% | Q4 2018 | Q3 2023 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.22% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Carnegie Capital Asset Management, LLC | 19 | 19 | 0.02% | 0.20% | 0.31% | Q1 2019 | Q3 2023 | 19 |
LOWE BROCKENBROUGH & CO INC | 19 | 19 | 0.02% | 0.22% | 0.34% | Q1 2019 | Q3 2023 | 19 |
Tower Research Capital LLC (TRC) | 16 | 1 | 0.00% | 0.06% | 0.34% | Q3 2018 | Q3 2023 | 19 |
Sigma Planning Corp | 19 | 19 | 0.01% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 19 |
EP Wealth Advisors, LLC | 15 | 4 | 0.00% | 0.05% | 0.13% | Q4 2018 | Q3 2023 | 19 |
Asset Advisors Investment Management, LLC | 19 | 19 | 0.11% | 0.36% | 0.77% | Q1 2019 | Q3 2023 | 19 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 19 | 19 | 0.39% | 0.62% | 0.73% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.31% | 1.26% | Q1 2019 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.04% | 0.10% | 0.14% | Q4 2018 | Q2 2023 | 19 |
OPPENHEIMER & CO INC | 19 | 19 | 0.01% | 0.07% | 0.16% | Q1 2019 | Q3 2023 | 19 |
TRUST CO OF OKLAHOMA | 13 | 6 | 0.49% | 0.90% | 1.36% | Q4 2018 | Q3 2023 | 19 |
COLONY GROUP LLC | 19 | 19 | 0.01% | 0.06% | 0.40% | Q4 2018 | Q2 2023 | 19 |
Stillwater Capital Advisors, LLC | 12 | 7 | 0.04% | 0.83% | 1.39% | Q4 2018 | Q3 2023 | 19 |
RiverGlades Family Offices LLC | 14 | 1 | 0.67% | 0.82% | 0.99% | Q3 2018 | Q3 2023 | 19 |
Laurel Wealth Advisors LLC | 19 | 19 | 0.00% | 0.05% | 0.22% | Q1 2019 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
RAYMOND JAMES TRUST N.A. | 19 | 19 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Plante Moran Financial Advisors, LLC | 11 | 8 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.03% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Cetera Advisors LLC | 19 | 19 | 0.02% | 0.09% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Winch Advisory Services, LLC | 19 | 19 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Cetera Investment Advisers | 19 | 19 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Biltmore Wealth Management, LLC | 19 | 19 | 1.26% | 2.95% | 5.23% | Q1 2019 | Q3 2023 | 19 |
Simmons Bank | 19 | 19 | 0.02% | 0.14% | 0.27% | Q1 2019 | Q3 2023 | 19 |
JAMES INVESTMENT RESEARCH INC | 19 | 19 | 0.00% | 0.47% | 0.87% | Q1 2019 | Q3 2023 | 19 |
Creative Planning | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
GLENMEDE TRUST CO NA | 16 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Mutual Advisors, LLC | 14 | 1 | 0.04% | 0.15% | 0.33% | Q3 2018 | Q3 2023 | 19 |
Robertson Stephens Wealth Management, LLC | 18 | 18 | 0.27% | 0.60% | 1.11% | Q2 2019 | Q3 2023 | 18 |
AlphaMark Advisors, LLC | 18 | 18 | 1.27% | 1.93% | 2.67% | Q2 2019 | Q3 2023 | 18 |
CULLEN/FROST BANKERS, INC. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Clarus Wealth Advisors | 18 | 18 | 0.22% | 0.60% | 1.70% | Q1 2019 | Q2 2023 | 18 |
TRUE Private Wealth Advisors | 18 | 18 | 0.06% | 0.34% | 0.63% | Q2 2019 | Q3 2023 | 18 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 14 | 4 | 0.03% | 0.10% | 0.24% | Q4 2018 | Q3 2023 | 18 |
Csenge Advisory Group | 18 | 18 | 0.03% | 0.22% | 0.60% | Q2 2019 | Q3 2023 | 18 |
MONETARY MANAGEMENT GROUP INC | 18 | 18 | 0.00% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Donald L. Hagan, LLC | 18 | 18 | 0.49% | 1.31% | 4.46% | Q2 2019 | Q3 2023 | 18 |
VALLEY NATIONAL ADVISERS INC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
ADIRONDACK TRUST CO | 18 | 18 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Atria Investments, Inc | 18 | 18 | 0.10% | 0.19% | 0.33% | Q2 2019 | Q3 2023 | 18 |
Integrated Wealth Concepts LLC | 18 | 18 | 0.04% | 0.11% | 0.34% | Q2 2019 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 17 | 1 | 0.01% | 0.16% | 0.29% | Q1 2019 | Q3 2023 | 18 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 14 | 4 | 0.38% | 2.60% | 4.05% | Q1 2019 | Q3 2023 | 18 |
KEYBANK NATIONAL ASSOCIATION/OH | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
ARROW FINANCIAL CORP | 18 | 18 | 0.05% | 0.10% | 0.16% | Q2 2019 | Q3 2023 | 18 |
PATTEN & PATTEN INC/TN | 18 | 18 | 0.03% | 0.10% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Trek Financial, LLC | 18 | 18 | 0.46% | 0.84% | 1.49% | Q2 2019 | Q3 2023 | 18 |
jvl associates llc | 18 | 18 | 0.47% | 0.87% | 1.16% | Q2 2019 | Q3 2023 | 18 |
GREAT VALLEY ADVISOR GROUP, INC. | 18 | 18 | 0.02% | 0.17% | 0.35% | Q2 2019 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.52% | 0.93% | 1.63% | Q1 2019 | Q2 2023 | 18 |
Hartford Financial Management Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 17 |
HUNTINGTON NATIONAL BANK | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
Kingsview Wealth Management, LLC | 11 | 6 | 0.01% | 0.29% | 1.20% | Q2 2019 | Q3 2023 | 17 |
HBW ADVISORY SERVICES LLC | 17 | 17 | 0.12% | 0.29% | 0.82% | Q3 2019 | Q3 2023 | 17 |
Aspire Private Capital, LLC | 12 | 5 | 0.00% | 0.30% | 2.86% | Q4 2018 | Q3 2023 | 17 |
PEAK6 Investments LLC | 7 | 1 | 0.00% | 0.02% | 0.08% | Q3 2021 | Q3 2023 | 17 |
Baker Avenue Asset Management, LP | 12 | 1 | 0.01% | 0.57% | 1.57% | Q1 2019 | Q3 2023 | 17 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 17 | 17 | 0.00% | 0.17% | 1.18% | Q3 2019 | Q3 2023 | 17 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 17 | 17 | 0.25% | 0.71% | 1.10% | Q1 2019 | Q1 2023 | 17 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 17 | 17 | 0.01% | 0.08% | 0.29% | Q3 2019 | Q3 2023 | 17 |
GRIMES & COMPANY, INC. | 12 | 5 | 0.14% | 1.06% | 1.63% | Q2 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
RPg Family Wealth Advisory, LLC | 10 | 3 | 0.01% | 0.44% | 0.96% | Q3 2018 | Q3 2023 | 17 |
INGALLS & SNYDER LLC | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Belpointe Asset Management LLC | 14 | 3 | 0.01% | 0.08% | 0.51% | Q2 2019 | Q3 2023 | 17 |
RiverFront Investment Group, LLC | 17 | 17 | 0.28% | 0.73% | 0.95% | Q3 2019 | Q3 2023 | 17 |
FIRST MERCHANTS CORP | 17 | 17 | 0.21% | 0.31% | 0.55% | Q3 2019 | Q3 2023 | 17 |
Stillwater Investment Management, LLC | 17 | 17 | 0.10% | 0.40% | 0.52% | Q1 2019 | Q1 2023 | 17 |
MCMILLION CAPITAL MANAGEMENT INC | 17 | 17 | 0.06% | 1.83% | 3.13% | Q2 2019 | Q2 2023 | 17 |
AGF INVESTMENTS INC. | 17 | 17 | 0.17% | 0.60% | 0.96% | Q3 2018 | Q3 2022 | 17 |
Stratos Wealth Partners, LTD. | 15 | 1 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 16 |
CX Institutional | 15 | 1 | 0.18% | 0.65% | 1.29% | Q4 2018 | Q3 2023 | 16 |
Prime Capital Investment Advisors, LLC | 16 | 16 | 0.03% | 0.14% | 0.34% | Q4 2019 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 16 |
VALLEY WEALTH MANAGERS, INC. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
AGF Investments LLC | 16 | 16 | 0.00% | 5.99% | 12.29% | Q4 2018 | Q3 2022 | 16 |
Advisory Alpha, LLC | 16 | 16 | 0.04% | 1.08% | 1.76% | Q4 2019 | Q3 2023 | 16 |
LEUTHOLD GROUP, LLC | 13 | 3 | 0.04% | 0.21% | 0.66% | Q4 2018 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.13% | 0.48% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Hilton Capital Management, LLC | 10 | 2 | 0.03% | 1.33% | 5.04% | Q1 2019 | Q3 2023 | 16 |
Avitas Wealth Management LLC | 15 | 1 | 0.12% | 0.32% | 2.06% | Q3 2018 | Q3 2023 | 16 |
BRAVE ASSET MANAGEMENT INC | 16 | 16 | 1.71% | 2.03% | 2.30% | Q4 2018 | Q3 2022 | 16 |
Man Group plc | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 16 |
MURPHY CAPITAL MANAGEMENT INC | 16 | 16 | 0.03% | 1.14% | 1.56% | Q3 2018 | Q2 2022 | 16 |
Bank of Marin | 16 | 16 | 0.75% | 1.08% | 1.64% | Q4 2019 | Q3 2023 | 16 |
Strategic Advisors LLC | 9 | 1 | 0.05% | 0.21% | 0.60% | Q3 2018 | Q1 2023 | 16 |
HARRELL INVESTMENT PARTNERS, LLC | 16 | 16 | 1.90% | 2.62% | 3.58% | Q4 2019 | Q3 2023 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2022 | 16 |
Jackson, Grant Investment Advisers, Inc. | 16 | 16 | 0.00% | 0.06% | 0.11% | Q3 2018 | Q2 2022 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.01% | 0.10% | 0.24% | Q4 2018 | Q3 2022 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 16 | 0.00% | 0.11% | 0.56% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.18% | 0.36% | 0.50% | Q4 2019 | Q3 2023 | 16 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 16 | 16 | 0.26% | 0.60% | 1.05% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 15 | 15 | 0.05% | 0.81% | 1.52% | Q1 2020 | Q3 2023 | 15 |
Act Two Investors LLC | 13 | 2 | 0.20% | 2.03% | 3.84% | Q4 2018 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 14 | 1 | 0.01% | 0.07% | 0.31% | Q1 2019 | Q3 2023 | 15 |
CENTRAL BANK & TRUST CO | 14 | 1 | 0.03% | 0.47% | 0.71% | Q1 2019 | Q4 2022 | 15 |
Evercore Wealth Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.04% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Laidlaw Wealth Management LLC | 14 | 1 | 0.06% | 0.29% | 0.52% | Q4 2019 | Q3 2023 | 15 |
M&T BANK CORP | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
NewEdge Advisors, LLC | 15 | 15 | 0.01% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 15 |
BRR OpCo, LLC | 15 | 15 | 0.07% | 0.20% | 0.30% | Q1 2019 | Q3 2022 | 15 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 15 | 15 | 0.91% | 3.01% | 4.15% | Q1 2020 | Q3 2023 | 15 |
ROPES WEALTH ADVISORS LLC | 9 | 1 | 0.02% | 0.06% | 0.31% | Q4 2018 | Q3 2023 | 15 |
SP Asset Management | 15 | 15 | 0.06% | 0.44% | 0.79% | Q1 2019 | Q3 2022 | 15 |
55I, LLC | 15 | 15 | 0.17% | 0.30% | 0.60% | Q1 2019 | Q3 2022 | 15 |
Integrated Advisors Network LLC | 12 | 3 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 15 |
HYMAN CHARLES D | 14 | 1 | 0.02% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.59% | 1.07% | 1.49% | Q1 2020 | Q3 2023 | 15 |
Gerber Kawasaki Wealth & Investment Management | 15 | 15 | 1.04% | 1.51% | 2.38% | Q1 2020 | Q3 2023 | 15 |
Lido Advisors, LLC | 12 | 3 | 0.00% | 0.23% | 0.82% | Q3 2019 | Q3 2023 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 6 | 0.35% | 0.51% | 0.97% | Q4 2019 | Q3 2023 | 15 |
Financial Gravity Asset Management, Inc. | 11 | 1 | 0.00% | 0.05% | 0.59% | Q3 2018 | Q3 2023 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.00% | 0.26% | 0.71% | Q1 2020 | Q3 2023 | 15 |
WEBSTER BANK, N. A. | 15 | 15 | 0.00% | 0.03% | 0.14% | Q1 2020 | Q3 2023 | 15 |
SIGNATUREFD, LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
WADE G W & INC | 14 | 1 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 15 |
Beaumont Financial Partners, LLC | 13 | 2 | 0.02% | 0.76% | 4.64% | Q2 2018 | Q1 2022 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Cribstone Capital Management, LLC | 15 | 15 | 0.92% | 1.23% | 1.75% | Q2 2019 | Q4 2022 | 15 |
Winfield Associates, Inc. | 15 | 15 | 0.22% | 0.37% | 0.54% | Q3 2018 | Q1 2022 | 15 |
Patten Group, Inc. | 14 | 1 | 0.04% | 0.16% | 0.29% | Q4 2019 | Q3 2023 | 15 |
Archer Investment Corp | 14 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 15 |
AE Wealth Management LLC | 14 | 1 | 0.02% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 15 |
F3Logic, LLC | 11 | 4 | 0.04% | 0.32% | 0.60% | Q1 2019 | Q4 2022 | 15 |
GYL FINANCIAL SYNERGIES, LLC | 15 | 15 | 0.02% | 0.22% | 0.41% | Q1 2020 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 14 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 15 |
B. Riley Wealth Management, Inc. | 15 | 15 | 0.00% | 0.04% | 0.11% | Q4 2018 | Q2 2022 | 15 |
KINGS POINT CAPITAL MANAGEMENT | 15 | 15 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q1 2022 | 15 |
B. Riley Wealth Advisors, Inc. | 15 | 15 | 0.03% | 0.11% | 0.28% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Xcel Wealth Management, LLC | 14 | 1 | 0.09% | 0.13% | 0.19% | Q4 2019 | Q3 2023 | 15 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 14 | 14 | 0.02% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Janney Capital Management LLC | 14 | 14 | 0.02% | 0.54% | 1.84% | Q2 2020 | Q3 2023 | 14 |
Allworth Financial LP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
QUATTRO FINANCIAL ADVISORS LLC | 12 | 2 | 0.13% | 2.41% | 3.40% | Q3 2018 | Q3 2023 | 14 |
Sugarloaf Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Community Bank, N.A. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Bartlett & Co. LLC | 8 | 6 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q4 2023 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 14 |
Moneda S.A. Administradora General de Fondos | 14 | 14 | 0.50% | 1.07% | 2.19% | Q4 2019 | Q1 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q2 2023 | 14 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 3 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 14 |
STATE STREET CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 14 |
FARMERS TRUST CO | 8 | 2 | 0.05% | 0.26% | 1.25% | Q1 2019 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
FIRST HAWAIIAN BANK | 12 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2022 | 14 |
Miracle Mile Advisors, LLC | 14 | 14 | 0.01% | 0.03% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Patriot Financial Group Insurance Agency, LLC | 6 | 1 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q2 2023 | 14 |
6 Meridian | 14 | 14 | 0.07% | 0.19% | 0.38% | Q3 2018 | Q4 2021 | 14 |
SVB WEALTH LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
Foundations Investment Advisors, LLC | 9 | 5 | 0.02% | 0.21% | 0.76% | Q1 2020 | Q3 2023 | 14 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 14 | 14 | 0.12% | 0.21% | 0.46% | Q1 2019 | Q2 2022 | 14 |
Meristem Family Wealth, LLC | 14 | 14 | 0.20% | 0.37% | 0.69% | Q4 2018 | Q1 2022 | 14 |
Seven Springs Wealth Group, LLC | 10 | 4 | 0.10% | 0.37% | 0.74% | Q1 2020 | Q3 2023 | 14 |
WINTRUST INVESTMENTS LLC | 8 | 6 | 0.03% | 0.12% | 0.24% | Q2 2019 | Q4 2022 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
Aveo Capital Partners, LLC | 14 | 14 | 0.05% | 0.47% | 1.58% | Q2 2020 | Q3 2023 | 14 |
BANK HAPOALIM BM | 14 | 14 | 0.06% | 0.34% | 1.21% | Q2 2020 | Q3 2023 | 14 |
HARVEY CAPITAL MANAGEMENT INC | 14 | 14 | 0.10% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Private Ocean, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.13% | 1.44% | Q3 2019 | Q3 2023 | 14 |
BerganKDV Wealth Management, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 14 |
GeoWealth Management, LLC | 14 | 14 | 0.45% | 0.69% | 1.09% | Q2 2020 | Q3 2023 | 14 |
PRIVATE ASSET MANAGEMENT INC | 14 | 14 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 14 | 14 | 0.42% | 0.52% | 0.59% | Q2 2020 | Q3 2023 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.01% | 0.12% | 0.31% | Q4 2020 | Q3 2023 | 14 |
Loudon Investment Management, LLC | 14 | 14 | 0.37% | 0.96% | 1.66% | Q2 2020 | Q3 2023 | 14 |
NAPLES GLOBAL ADVISORS, LLC | 14 | 14 | 0.04% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Joel Isaacson & Co., LLC | 14 | 14 | 0.08% | 0.13% | 0.16% | Q2 2020 | Q3 2023 | 14 |
A. D. Beadell Investment Counsel, Inc. | 14 | 14 | 0.73% | 0.97% | 1.16% | Q2 2020 | Q3 2023 | 14 |
Carmichael Hill & Associates, Inc. | 13 | 13 | 0.01% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Abbot Financial Management, Inc. | 13 | 13 | 0.15% | 0.28% | 0.45% | Q3 2019 | Q3 2022 | 13 |
NVWM, LLC | 8 | 2 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 13 |
PFG Advisors | 8 | 5 | 0.03% | 0.13% | 0.45% | Q2 2020 | Q3 2023 | 13 |
SYM FINANCIAL Corp | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 13 |
FIRST MANHATTAN CO. LLC. | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 13 | 13 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q4 2021 | 13 |
Asset Management One Co., Ltd. | 7 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 13 |
SouthState Corp | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 13 |
CHURCHILL MANAGEMENT Corp | 10 | 3 | 2.52% | 3.60% | 5.38% | Q2 2019 | Q3 2023 | 13 |
MAI Capital Management | 13 | 13 | 0.01% | 0.07% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Hanlon Investment Management, Inc. | 9 | 4 | 1.94% | 2.59% | 3.51% | Q1 2019 | Q2 2022 | 13 |
Biltmore Family Office, LLC | 13 | 13 | 0.03% | 0.09% | 0.20% | Q4 2019 | Q4 2022 | 13 |
WealthOne, LLC | 12 | 1 | 0.01% | 0.64% | 1.47% | Q4 2018 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
AlphaStar Capital Management, LLC | 10 | 3 | 0.07% | 1.43% | 3.73% | Q1 2020 | Q3 2023 | 13 |
Allred Capital Management, LLC | 13 | 13 | 0.05% | 0.19% | 0.33% | Q4 2018 | Q4 2021 | 13 |
Transform Wealth, LLC | 9 | 1 | 0.03% | 0.15% | 0.72% | Q3 2018 | Q2 2022 | 13 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 7 | 1 | 0.05% | 0.27% | 0.68% | Q4 2018 | Q3 2023 | 13 |
Hilltop Holdings Inc. | 8 | 2 | 0.03% | 0.12% | 0.60% | Q4 2019 | Q3 2023 | 13 |
Ancora Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ACIMA PRIVATE WEALTH, LLC | 8 | 5 | 0.01% | 0.08% | 0.19% | Q4 2018 | Q1 2022 | 13 |
SkyOak Wealth, LLC | 9 | 4 | 0.06% | 0.77% | 2.22% | Q2 2020 | Q3 2023 | 13 |
Hudock, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Ausdal Financial Partners, Inc. | 13 | 13 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q1 2023 | 13 |
One Charles Private Wealth Services, LLC | 12 | 1 | 0.36% | 1.39% | 2.65% | Q4 2019 | Q3 2023 | 13 |
Advocacy Wealth Management Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
CHEMUNG CANAL TRUST CO | 9 | 4 | 0.05% | 0.70% | 2.07% | Q3 2020 | Q4 2023 | 13 |
Ameritas Investment Partners, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Gradient Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
Western Wealth Management, LLC | 8 | 5 | 0.10% | 0.20% | 0.30% | Q2 2020 | Q3 2023 | 13 |
Beacon Financial Advisory LLC | 13 | 13 | 0.14% | 0.17% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Cavalier Investments, LLC | 10 | 1 | 0.01% | 2.89% | 6.25% | Q2 2018 | Q3 2023 | 13 |
REGIONS FINANCIAL CORP | 7 | 2 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.08% | 0.12% | 0.18% | Q3 2020 | Q3 2023 | 13 |
FINANCIAL COUNSELORS INC | 9 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.02% | 0.20% | Q4 2020 | Q4 2022 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.01% | 0.07% | 0.12% | Q1 2019 | Q1 2022 | 12 |
Balentine LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
DAVENPORT & Co LLC | 11 | 1 | 0.00% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 12 |
Rice Partnership, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Psagot Value Holdings Ltd. | 12 | 12 | 0.01% | 1.12% | 3.08% | Q4 2018 | Q3 2021 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.13% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Sage Capital Advisors,llc | 9 | 3 | 0.08% | 0.14% | 0.26% | Q1 2020 | Q3 2023 | 12 |
SANDERS MORRIS HARRIS LLC | 10 | 2 | 0.05% | 0.07% | 0.12% | Q2 2019 | Q3 2022 | 12 |
Occidental Asset Management, LLC | 12 | 12 | 0.10% | 0.33% | 0.75% | Q4 2020 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.02% | 0.04% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Tidal Investments LLC | 12 | 12 | 0.01% | 0.07% | 0.23% | Q4 2019 | Q3 2022 | 12 |
Aptus Capital Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Stonebridge Capital Advisors LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 12 |
Faithward Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Avidian Wealth Solutions, LLC | 9 | 3 | 0.02% | 0.30% | 1.42% | Q4 2018 | Q4 2021 | 12 |
Truvestments Capital LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q4 2021 | 12 |
PETERSON WEALTH MANAGEMENT | 9 | 3 | 0.27% | 0.90% | 1.53% | Q1 2020 | Q1 2023 | 12 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
COMMERCE BANK | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Granite Investment Advisors, LLC | 12 | 12 | 0.15% | 0.41% | 0.66% | Q4 2018 | Q3 2021 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 1.71% | 2.79% | 4.18% | Q4 2020 | Q3 2023 | 12 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 12 | 12 | 0.07% | 0.38% | 0.58% | Q4 2018 | Q3 2021 | 12 |
MEITAV INVESTMENT HOUSE LTD | 11 | 1 | 0.05% | 0.94% | 2.65% | Q3 2020 | Q3 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.27% | 2.95% | 8.60% | Q4 2020 | Q3 2023 | 12 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.05% | 0.12% | Q4 2018 | Q3 2023 | 12 |
PINNACLE FINANCIAL PARTNERS INC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 12 |
Argent Trust Co | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
High Note Wealth, LLC | 12 | 12 | 1.31% | 1.84% | 2.31% | Q4 2020 | Q3 2023 | 12 |
Blue Fin Capital, Inc. | 12 | 12 | 0.08% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 12 |
WEDBUSH SECURITIES INC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Glassman Wealth Services | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Avion Wealth | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
HoyleCohen, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Millburn Ridgefield Corp | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 12 |
Financial Advocates Investment Management | 10 | 2 | 0.02% | 0.05% | 0.16% | Q2 2020 | Q3 2023 | 12 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.10% | 0.13% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Canton Hathaway, LLC | 12 | 12 | 0.20% | 0.44% | 0.63% | Q4 2020 | Q3 2023 | 12 |
Mount Lucas Management LP | 6 | 6 | 0.03% | 1.63% | 3.40% | Q3 2018 | Q3 2021 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2022 | 12 |
Providence First Trust Co | 12 | 12 | 1.25% | 1.66% | 2.04% | Q4 2020 | Q3 2023 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 0.34% | 0.64% | 0.92% | Q4 2020 | Q3 2023 | 12 |
Solstein Capital, LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 12 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 11 | 0.08% | 0.33% | 0.52% | Q1 2019 | Q3 2021 | 11 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 11 |
Advisory Resource Group | 6 | 5 | 0.22% | 0.40% | 0.81% | Q3 2020 | Q3 2023 | 11 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 11 |
BOKF, NA | 7 | 4 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q1 2023 | 11 |
First National Bank of Hutchinson | 11 | 11 | 0.25% | 0.33% | 0.42% | Q1 2021 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
M&R CAPITAL MANAGEMENT INC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2023 | 11 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.15% | 0.65% | 1.18% | Q2 2020 | Q3 2023 | 11 |
Kaizen Financial Strategies | 9 | 2 | 0.39% | 0.64% | 1.19% | Q4 2020 | Q3 2023 | 11 |
Clearstead Advisors, LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 11 |
tru Independence LLC | 9 | 1 | 0.07% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 11 |
Avestar Capital, LLC | 5 | 3 | 0.03% | 0.26% | 0.88% | Q2 2018 | Q3 2023 | 11 |
Essex Private Wealth Management, LLC | 11 | 11 | 2.95% | 4.44% | 5.27% | Q4 2019 | Q2 2022 | 11 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.80% | 1.46% | 1.83% | Q4 2019 | Q2 2022 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 0.16% | 0.28% | 0.38% | Q1 2021 | Q3 2023 | 11 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 10 | 1 | 0.00% | 0.05% | 0.07% | Q4 2018 | Q3 2022 | 11 |
SWARTHMORE GROUP INC | 11 | 11 | 1.53% | 2.05% | 3.14% | Q3 2018 | Q1 2021 | 11 |
Clarity Financial LLC | 9 | 2 | 1.07% | 1.84% | 2.51% | Q4 2020 | Q3 2023 | 11 |
Grassi Investment Management | 8 | 3 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 11 |
Prestige Wealth Management Group LLC | 10 | 1 | 0.00% | 0.64% | 1.35% | Q4 2019 | Q3 2023 | 11 |
FRANKLIN RESOURCES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
UMB Bank, n.a. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.10% | 0.23% | Q1 2021 | Q3 2023 | 11 |
MUFG Americas Holdings Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Column Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
PEOPLES FINANCIAL SERVICES CORP. | 11 | 11 | 0.10% | 0.29% | 0.55% | Q1 2021 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.10% | 0.14% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Larson Financial Group LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.36% | 0.54% | 0.76% | Q1 2021 | Q3 2023 | 11 |
Parkside Financial Bank & Trust | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 11 |
Loveless Wealth Management LLC | 11 | 11 | 1.75% | 2.07% | 2.33% | Q4 2019 | Q2 2022 | 11 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Gladstone Institutional Advisory LLC | 11 | 11 | 0.04% | 0.11% | 0.20% | Q1 2021 | Q3 2023 | 11 |
SEGALL BRYANT & HAMILL, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 11 |
Capital Asset Advisory Services LLC | 10 | 1 | 0.01% | 0.05% | 0.15% | Q4 2019 | Q3 2022 | 11 |
Darwin Wealth Management, LLC | 10 | 1 | 0.00% | 0.39% | 0.79% | Q1 2020 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Anfield Capital Management, LLC | 9 | 2 | 0.00% | 3.12% | 7.63% | Q4 2019 | Q3 2023 | 11 |
QP WEALTH MANAGEMENT, LLC | 10 | 1 | 0.36% | 0.99% | 1.44% | Q4 2019 | Q4 2022 | 11 |
J.W. COLE ADVISORS, INC. | 8 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Visionary Wealth Advisors | 8 | 2 | 0.02% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 10 |
Penobscot Investment Management Company, Inc. | 10 | 10 | 0.05% | 0.25% | 0.65% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.06% | 0.15% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Blue Chip Partners, LLC | 5 | 5 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
WASHINGTON TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Lowe Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.06% | 0.10% | 0.17% | Q4 2020 | Q1 2023 | 10 |
Institute for Wealth Management, LLC. | 10 | 10 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q3 2021 | 10 |
West Branch Capital LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AdvisorNet Financial, Inc | 9 | 1 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q2 2022 | 10 |
PITTENGER & ANDERSON INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Lavaca Capital LLC | 4 | 3 | 0.00% | 0.26% | 0.47% | Q4 2018 | Q3 2023 | 10 |
TD ASSET MANAGEMENT INC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.20% | 0.41% | Q3 2018 | Q3 2023 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 10 | 10 | 0.04% | 0.18% | 0.43% | Q1 2019 | Q2 2021 | 10 |
Addison Advisors LLC | 10 | 10 | 0.00% | 0.08% | 0.18% | Q2 2021 | Q3 2023 | 10 |
PUTNAM INVESTMENTS LLC | 6 | 4 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2021 | 10 |
FOUNDERS FINANCIAL SECURITIES LLC | 10 | 10 | 0.12% | 0.26% | 0.80% | Q2 2021 | Q3 2023 | 10 |
Schonfeld Strategic Advisors LLC | 6 | 3 | 0.00% | 0.08% | 0.40% | Q4 2018 | Q2 2023 | 10 |
CenterStar Asset Management, LLC | 4 | 1 | 0.02% | 0.09% | 0.38% | Q3 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 10 |
MITCHELL SINKLER & STARR/PA | 9 | 1 | 0.06% | 0.21% | 0.35% | Q2 2020 | Q2 2023 | 10 |
Jackson Hole Capital Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Winslow, Evans & Crocker, Inc. | 10 | 10 | 0.02% | 0.11% | 0.15% | Q3 2018 | Q4 2020 | 10 |
PineBridge Investments, L.P. | 10 | 10 | 0.01% | 0.02% | 0.12% | Q3 2019 | Q4 2021 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 10 | 0.05% | 0.15% | 0.38% | Q2 2020 | Q3 2022 | 10 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10 | 10 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 10 |
InTrack Investment Management Inc | 8 | 2 | 0.21% | 0.31% | 0.39% | Q4 2020 | Q4 2023 | 10 |
Fulcrum Equity Management | 6 | 1 | 0.06% | 0.78% | 1.88% | Q3 2019 | Q3 2023 | 10 |
Kovack Advisors, Inc. | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2022 | 10 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 1 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q3 2023 | 10 |
Sterling Investment Advisors, Ltd. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
GIRARD PARTNERS LTD. | 10 | 10 | 0.03% | 0.17% | 0.55% | Q2 2021 | Q3 2023 | 10 |
Mariner, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 10 |
OPTIMUM INVESTMENT ADVISORS | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 10 |
Horizon Investments, LLC | 10 | 10 | 0.02% | 0.09% | 0.63% | Q2 2021 | Q3 2023 | 10 |
FDx Advisors, Inc. | 4 | 2 | 0.01% | 0.15% | 0.42% | Q2 2018 | Q3 2023 | 10 |
HYA Advisors, Inc | 10 | 10 | 0.12% | 0.19% | 0.23% | Q1 2020 | Q2 2022 | 10 |
Newfound Research LLC | 4 | 1 | 0.36% | 2.70% | 5.77% | Q3 2018 | Q3 2022 | 10 |
Royal Harbor Partners, LLC | 5 | 2 | 0.84% | 1.82% | 2.77% | Q4 2019 | Q2 2023 | 10 |
Pacific Wealth Strategies Group, Inc. | 10 | 10 | 0.13% | 0.59% | 1.97% | Q4 2019 | Q1 2022 | 10 |
First Command Bank | 10 | 10 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q2 2023 | 10 |
HORIZON FINANCIAL SERVICES, LLC | 10 | 10 | 0.21% | 0.54% | 0.74% | Q2 2021 | Q3 2023 | 10 |
Enterprise Bank & Trust Co | 7 | 3 | 0.08% | 0.10% | 0.13% | Q2 2019 | Q4 2021 | 10 |
Spectrum Management Group, LLC | 9 | 9 | 0.01% | 0.95% | 1.93% | Q4 2019 | Q4 2021 | 9 |
Maven Securities LTD | 4 | 1 | 0.01% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 9 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.05% | 0.14% | Q1 2021 | Q3 2023 | 9 |
Advisor Resource Council | 9 | 9 | 0.10% | 0.98% | 2.08% | Q2 2021 | Q2 2023 | 9 |
First Command Financial Services, Inc. | 6 | 3 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q2 2023 | 9 |
Rock Creek Group, LP | 7 | 1 | 0.00% | 1.71% | 4.63% | Q4 2018 | Q1 2023 | 9 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 9 |
Kessler Investment Group, LLC | 9 | 9 | 0.00% | 0.49% | 0.72% | Q3 2021 | Q3 2023 | 9 |
REGENTATLANTIC CAPITAL LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q2 2022 | 9 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.06% | 0.13% | Q2 2019 | Q3 2022 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Marquette Asset Management, LLC | 9 | 9 | 0.54% | 0.60% | 0.66% | Q2 2020 | Q2 2022 | 9 |
TORONTO DOMINION BANK | 4 | 1 | 0.00% | 0.02% | 0.13% | Q4 2019 | Q4 2022 | 9 |
GenTrust, LLC | 5 | 1 | 0.02% | 0.19% | 0.33% | Q4 2018 | Q3 2021 | 9 |
SkyView Investment Advisors, LLC | 7 | 2 | 0.21% | 0.42% | 0.70% | Q4 2020 | Q3 2023 | 9 |
Cullen Capital Management, LLC | 7 | 2 | 0.00% | 0.06% | 0.18% | Q2 2021 | Q3 2023 | 9 |
Koshinski Asset Management, Inc. | 6 | 1 | 0.02% | 0.05% | 0.16% | Q4 2019 | Q3 2023 | 9 |
InterOcean Capital Group, LLC | 9 | 9 | 0.01% | 0.16% | 0.35% | Q3 2021 | Q3 2023 | 9 |
FACTORY MUTUAL INSURANCE CO | 9 | 9 | 0.25% | 0.35% | 0.44% | Q4 2020 | Q4 2022 | 9 |
Prospera Financial Services Inc | 3 | 1 | 0.01% | 0.12% | 0.30% | Q2 2019 | Q3 2023 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.00% | 0.04% | 0.11% | Q4 2020 | Q4 2022 | 9 |
Summit Place Financial Advisors, LLC | 9 | 9 | 0.30% | 0.77% | 1.59% | Q4 2019 | Q4 2021 | 9 |
Pinnacle Advisory Group, Inc. | 8 | 1 | 1.75% | 3.36% | 4.87% | Q3 2018 | Q1 2021 | 9 |
FIRST NATIONAL TRUST CO | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Alaska Permanent Fund Corp | 4 | 2 | 0.02% | 1.00% | 3.79% | Q1 2020 | Q4 2022 | 9 |
Essex LLC | 9 | 9 | 0.21% | 0.33% | 0.60% | Q3 2021 | Q3 2023 | 9 |
Ellevest, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
WINTON GROUP Ltd | 4 | 2 | 0.01% | 2.21% | 9.10% | Q1 2021 | Q3 2023 | 9 |
WHALEROCK POINT PARTNERS, LLC | 9 | 9 | 0.16% | 0.19% | 0.23% | Q3 2021 | Q3 2023 | 9 |
Landsberg, Bennett, & Dubbaneh LLC | 9 | 9 | 0.03% | 0.34% | 0.64% | Q4 2018 | Q4 2020 | 9 |
Beacon Pointe Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 9 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 9 |
Constitution Capital LLC | 8 | 1 | 0.14% | 0.33% | 0.54% | Q4 2020 | Q3 2023 | 9 |
Destiny Wealth Partners, LLC | 4 | 2 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.40% | 0.61% | 0.94% | Q3 2021 | Q3 2023 | 9 |
FinTrust Capital Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 2.40% | 2.63% | 2.97% | Q3 2021 | Q3 2023 | 9 |
ROVIN CAPITAL /UT/ /ADV | 9 | 9 | 0.42% | 0.62% | 1.02% | Q3 2021 | Q3 2023 | 9 |
Caprock Group, LLC | 9 | 9 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q2 2022 | 9 |
Onyx Bridge Wealth Group LLC | 9 | 9 | 0.08% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Cresset Asset Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 9 |
Ifrah Financial Services, Inc. | 7 | 2 | 0.10% | 0.15% | 0.21% | Q2 2020 | Q3 2023 | 9 |
Keystone Financial Group | 9 | 9 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q4 2021 | 9 |
CAPE COD FIVE CENTS SAVINGS BANK | 5 | 4 | 0.03% | 0.06% | 0.28% | Q4 2020 | Q3 2023 | 9 |
APPLETON PARTNERS INC/MA | 9 | 9 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q4 2023 | 9 |
IFG Advisory, LLC | 7 | 2 | 0.04% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 9 |
Friedenthal Financial | 8 | 1 | 0.34% | 1.43% | 1.98% | Q4 2019 | Q3 2023 | 9 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 4 | 1 | 0.01% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.10% | 0.12% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Financial Enhancement Group LLC | 4 | 2 | 0.00% | 0.90% | 1.51% | Q1 2020 | Q3 2023 | 9 |
Conservest Capital Advisors, Inc. | 9 | 9 | 0.04% | 0.57% | 1.19% | Q3 2021 | Q3 2023 | 9 |
DONALDSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2021 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.74% | 1.09% | 1.45% | Q4 2021 | Q3 2023 | 8 |
Callan Capital, LLC | 8 | 8 | 0.05% | 0.32% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NOVARE CAPITAL MANAGEMENT LLC | 6 | 1 | 0.02% | 0.18% | 0.37% | Q1 2021 | Q3 2023 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
One River Asset Management, LLC | 2 | 1 | 0.00% | 0.84% | 4.10% | Q4 2022 | Q3 2023 | 8 |
CRA Financial Services, LLC | 7 | 1 | 0.08% | 0.10% | 0.11% | Q4 2019 | Q1 2022 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 1.29% | 2.03% | 2.56% | Q4 2021 | Q3 2023 | 8 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 8 |
Kovitz Investment Group Partners, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2022 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.35% | 1.32% | 2.12% | Q4 2020 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
INVESTMENT PARTNERS, LTD. | 7 | 1 | 0.12% | 0.15% | 0.23% | Q4 2019 | Q4 2021 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.94% | 1.41% | 2.17% | Q4 2021 | Q3 2023 | 8 |
KENNICOTT CAPITAL MANAGEMENT LLC | 6 | 2 | 0.22% | 0.29% | 0.36% | Q1 2021 | Q2 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.06% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Texas Capital Bank Wealth Management Services Inc | 6 | 2 | 0.23% | 0.58% | 1.02% | Q4 2019 | Q3 2023 | 8 |
Global Trust Asset Management, LLC | 3 | 2 | 0.00% | 0.05% | 0.19% | Q3 2019 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Psagot Value Holdings Ltd. / (Israel) | 7 | 1 | 0.01% | 0.13% | 0.34% | Q3 2021 | Q3 2023 | 8 |
Cladis Investment Advisory, LLC | 8 | 8 | 0.61% | 0.70% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Sepio Capital, LP | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2022 | 8 |
Full Sail Capital, LLC | 8 | 8 | 0.04% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.04% | 0.13% | 0.35% | Q1 2020 | Q4 2021 | 8 |
HRT FINANCIAL LP | 5 | 1 | 0.04% | 0.12% | 0.37% | Q4 2019 | Q2 2022 | 8 |
Apexium Financial, LP | 5 | 1 | 0.06% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 8 |
HERBST GROUP, LLC | 8 | 8 | 0.86% | 0.94% | 1.06% | Q4 2021 | Q3 2023 | 8 |
New Potomac Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Center for Financial Planning, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q3 2022 | 8 |
Chanos & Co LP | 8 | 8 | 0.42% | 1.43% | 4.58% | Q4 2018 | Q3 2020 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.61% | 0.99% | 1.47% | Q4 2021 | Q3 2023 | 8 |
LAKE STREET PRIVATE WEALTH, LLC | 8 | 8 | 0.07% | 0.11% | 0.14% | Q4 2020 | Q3 2022 | 8 |
ARISTEIA CAPITAL, L.L.C. | 4 | 4 | 0.13% | 0.20% | 0.29% | Q1 2020 | Q4 2020 | 8 |
Ascent Group, LLC | 8 | 8 | 0.10% | 0.15% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
BANK OF THE WEST | 3 | 1 | 0.02% | 0.06% | 0.14% | Q4 2018 | Q4 2022 | 8 |
Fieldpoint Private Securities, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q2 2022 | 8 |
MKT Advisors LLC | 8 | 8 | 0.21% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Stratos Wealth Advisors, LLC | 4 | 1 | 0.03% | 0.24% | 0.58% | Q4 2018 | Q3 2021 | 8 |
Tradition Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 8 |
Lehman & Derafelo Financial Resources LLC | 8 | 8 | 0.16% | 0.80% | 1.18% | Q1 2021 | Q4 2022 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.35% | 0.70% | 1.09% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
SECURITY NATIONAL TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 1 | 0.01% | 0.12% | 0.58% | Q3 2019 | Q4 2022 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Icon Wealth Partners, LLC | 5 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 8 |
Alphadyne Asset Management LP | 5 | 5 | 0.12% | 0.59% | 1.14% | Q3 2022 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.56% | 0.67% | 0.78% | Q4 2021 | Q3 2023 | 8 |
JOHNSON INVESTMENT COUNSEL INC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
MBA Advisors LLC | 6 | 2 | 0.17% | 0.52% | 1.61% | Q1 2021 | Q2 2023 | 8 |
PARK AVENUE SECURITIES LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Banque Cantonale Vaudoise | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.07% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Jump Financial, LLC | 2 | 1 | 0.03% | 0.14% | 0.45% | Q3 2020 | Q2 2023 | 8 |
Granite Bay Wealth Management, LLC | 8 | 8 | 0.21% | 1.80% | 3.61% | Q4 2021 | Q3 2023 | 8 |
Covington Capital Management | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 8 |
HOWARD CAPITAL MANAGEMENT | 8 | 8 | 0.40% | 0.44% | 0.50% | Q1 2019 | Q4 2020 | 8 |
Activest Wealth Management | 7 | 1 | 0.00% | 0.02% | 0.07% | Q3 2021 | Q3 2023 | 8 |
PRUDENTIAL FINANCIAL INC | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2021 | 8 |
Hochman Cole Investment Advisors, Inc. | 8 | 8 | 0.14% | 2.02% | 3.38% | Q4 2019 | Q3 2021 | 8 |
NEW ENGLAND ASSET MANAGEMENT INC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2020 | 8 |
First Allied Advisory Services, Inc. | 5 | 3 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2020 | 8 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6 | 1 | 0.01% | 0.07% | 0.46% | Q1 2020 | Q3 2023 | 8 |
Founders Capital Management | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Colonial River Wealth Management, LLC | 8 | 8 | 0.18% | 0.52% | 1.08% | Q4 2021 | Q3 2023 | 8 |
Capital Investment Advisory Services, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 8 |
Inscription Capital, LLC | 5 | 1 | 0.06% | 0.15% | 0.18% | Q1 2020 | Q2 2022 | 8 |
WESPAC Advisors SoCal, LLC | 8 | 8 | 0.28% | 0.49% | 0.66% | Q4 2021 | Q3 2023 | 8 |
VISTA INVESTMENT MANAGEMENT | 7 | 1 | 0.12% | 0.15% | 0.18% | Q3 2020 | Q3 2022 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q2 2020 | 8 |
BROWN ADVISORY INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
Mystic Asset Management, Inc. | 6 | 1 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 7 |
Pallas Capital Advisors LLC | 3 | 2 | 0.03% | 0.09% | 0.15% | Q2 2021 | Q3 2023 | 7 |
PFS INVESTMENTS INC. | 4 | 1 | 0.15% | 0.25% | 0.35% | Q3 2018 | Q3 2022 | 7 |
CYPRESS ASSET MANAGEMENT INC/TX | 7 | 7 | 0.08% | 0.42% | 0.99% | Q2 2018 | Q4 2019 | 7 |
McElhenny Sheffield Capital Management, LLC | 4 | 1 | 0.01% | 2.92% | 11.03% | Q3 2021 | Q3 2023 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.01% | 0.08% | 0.35% | Q4 2019 | Q2 2023 | 7 |
Horan Securities, Inc. | 4 | 3 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q2 2022 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Moloney Securities Asset Management, LLC | 7 | 7 | 0.07% | 0.14% | 0.16% | Q3 2020 | Q1 2022 | 7 |
TEXAS PERMANENT SCHOOL FUND CORP | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2020 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Leicht Financial Planning & Wealth Management, Inc. | 7 | 7 | 1.90% | 2.95% | 4.65% | Q3 2020 | Q1 2022 | 7 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 7 |
TRUEWEALTH LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 7 |
Southern Farm Bureau Life Insurance | 7 | 7 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 7 | 7 | 0.20% | 0.34% | 0.84% | Q2 2020 | Q4 2021 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.09% | 0.23% | Q1 2020 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.08% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 7 |
Virtu Financial LLC | 2 | 1 | 0.09% | 0.31% | 0.52% | Q3 2018 | Q4 2021 | 7 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 7 | 7 | 2.39% | 2.88% | 3.46% | Q3 2018 | Q1 2020 | 7 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.11% | 0.50% | Q3 2020 | Q3 2023 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.04% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 7 |
Banco Santander, S.A. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
LVW Advisors, LLC | 7 | 7 | 0.13% | 0.15% | 0.16% | Q4 2018 | Q2 2020 | 7 |
Ameraudi Asset Management, Inc. | 6 | 1 | 0.33% | 2.81% | 4.10% | Q4 2019 | Q4 2021 | 7 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 7 | 7 | 0.10% | 0.59% | 1.57% | Q1 2022 | Q3 2023 | 7 |
GERMAN AMERICAN BANCORP, INC. | 4 | 1 | 0.03% | 0.27% | 0.68% | Q4 2018 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2019 | 7 |
TCI Wealth Advisors, Inc. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 7 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 7 | 0.44% | 0.52% | 0.61% | Q1 2022 | Q3 2023 | 7 |
Ascent Wealth Partners, LLC | 4 | 3 | 0.66% | 0.87% | 1.26% | Q3 2021 | Q3 2023 | 7 |
Costello Asset Management, INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
CREDIT AGRICOLE S A | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Buckingham Capital Management, Inc. | 7 | 7 | 0.11% | 0.17% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Camarda Financial Advisors, LLC | 5 | 2 | 0.35% | 3.45% | 6.72% | Q2 2020 | Q2 2022 | 7 |
SVA Wealth Management, LLC | 7 | 7 | 0.06% | 0.09% | 0.12% | Q4 2018 | Q2 2020 | 7 |
TCF National Bank | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2021 | 7 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 3 | 0.02% | 0.17% | 0.60% | Q1 2023 | Q3 2023 | 7 |
First Capital Advisors Group, LLC. | 7 | 7 | 0.00% | 0.48% | 1.12% | Q4 2021 | Q2 2023 | 7 |
Dorsey & Whitney Trust CO LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.25% | 0.86% | Q1 2022 | Q3 2023 | 7 |
Sage Advisory Services, Ltd.Co. | 4 | 1 | 1.18% | 2.60% | 3.74% | Q3 2018 | Q3 2022 | 7 |
Providence Capital Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 7 |
3D/L Capital Management, LLC | 5 | 2 | 0.20% | 0.23% | 0.28% | Q1 2021 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.63% | 0.86% | 1.09% | Q1 2022 | Q3 2023 | 7 |
Wellington Shields Capital Management, LLC | 4 | 3 | 0.05% | 0.11% | 0.17% | Q4 2019 | Q3 2023 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 3 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 7 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 7 | 7 | 0.54% | 0.62% | 0.73% | Q1 2022 | Q3 2023 | 7 |
Journey Advisory Group, LLC | 6 | 1 | 0.04% | 0.18% | 0.27% | Q4 2020 | Q3 2022 | 7 |
West Financial Advisors, LLC | 4 | 3 | 0.09% | 0.31% | 0.47% | Q1 2021 | Q3 2023 | 7 |
Innova Wealth Partners | 4 | 3 | 3.83% | 4.13% | 4.43% | Q4 2020 | Q3 2023 | 7 |
COMMUNITY TRUST & INVESTMENT CO | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
CAMBRIDGE TRUST CO | 4 | 1 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
OXFORD FINANCIAL GROUP, LTD. LLC | 4 | 2 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q2 2023 | 6 |
Summit Financial, LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2022 | 6 |
DB Wealth Management Group, LLC | 6 | 6 | 0.14% | 0.22% | 0.27% | Q4 2020 | Q1 2022 | 6 |
Cypress Capital Management LLC (WY) | 4 | 2 | 0.01% | 0.41% | 2.00% | Q2 2020 | Q4 2021 | 6 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2019 | 6 |
Bellecapital International Ltd. | 6 | 6 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q4 2021 | 6 |
Country Club Trust Company, n.a. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2021 | 6 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 6 | 6 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Altshuler Shaham Ltd | 5 | 1 | 0.02% | 0.20% | 0.97% | Q2 2019 | Q2 2021 | 6 |
NWAM LLC | 3 | 3 | 0.02% | 0.10% | 0.16% | Q2 2021 | Q3 2023 | 6 |
Phoenix Holdings Ltd. | 4 | 1 | 0.02% | 0.17% | 0.27% | Q3 2019 | Q3 2021 | 6 |
Florin Court Capital LLP | 6 | 6 | 6.10% | 8.12% | 10.34% | Q2 2020 | Q3 2021 | 6 |
Cedar Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Leelyn Smith, LLC | 6 | 6 | 0.12% | 0.16% | 0.29% | Q4 2019 | Q1 2021 | 6 |
Laurel Wealth Advisors, Inc. | 6 | 6 | 0.02% | 0.06% | 0.18% | Q1 2021 | Q2 2022 | 6 |
Private Advisory Group LLC | 3 | 1 | 0.10% | 0.20% | 0.26% | Q1 2021 | Q3 2023 | 6 |
Stadion Money Management, LLC | 2 | 1 | 0.12% | 0.29% | 0.56% | Q1 2019 | Q2 2023 | 6 |
Brookstone Capital Management | 3 | 1 | 0.04% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 6 |
PHYSICIANS FINANCIAL SERVICES, INC. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q2 2019 | Q4 2020 | 6 |
Private Capital Management, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bay Harbor Wealth Management, LLC | 4 | 1 | 0.00% | 0.27% | 1.01% | Q1 2019 | Q3 2021 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
AlphaCentric Advisors LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2021 | 6 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.04% | 0.13% | Q4 2019 | Q3 2023 | 6 |
Ergoteles LLC | 5 | 1 | 0.72% | 1.21% | 2.61% | Q4 2021 | Q2 2023 | 6 |
SYNOVUS FINANCIAL CORP | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 6 |
Arete Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q2 2023 | 6 |
Wealthfront Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
BB&T SECURITIES, LLC | 5 | 5 | 0.00% | 0.34% | 0.63% | Q3 2018 | Q3 2019 | 6 |
BROWN BROTHERS HARRIMAN & CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.05% | 0.09% | Q3 2018 | Q4 2019 | 6 |
Concorde Asset Management, LLC | 6 | 6 | 0.14% | 0.20% | 0.26% | Q2 2019 | Q3 2020 | 6 |
Tuttle Capital Management, LLC | 5 | 1 | 1.06% | 1.61% | 2.72% | Q4 2021 | Q2 2023 | 6 |
WNY Asset Management, LLC | 6 | 6 | 0.14% | 0.15% | 0.18% | Q4 2020 | Q1 2022 | 6 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Northwest Bancshares, Inc. | 6 | 6 | 0.06% | 0.06% | 0.08% | Q2 2020 | Q3 2021 | 6 |
MEEDER ASSET MANAGEMENT INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 6 |
Black Swift Group, LLC | 4 | 1 | 0.09% | 1.36% | 4.26% | Q3 2019 | Q4 2022 | 6 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
VESTOR CAPITAL, LLC | 4 | 2 | 0.02% | 0.88% | 1.16% | Q2 2019 | Q4 2020 | 6 |
Fisher Asset Management, LLC | 5 | 1 | 0.00% | 0.10% | 0.19% | Q4 2021 | Q3 2023 | 6 |
Waldron Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 6 |
Itau Unibanco Holding S.A. | 6 | 6 | 0.01% | 0.19% | 0.45% | Q2 2022 | Q3 2023 | 6 |
Sage Mountain Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Investors Research Corp | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Fragasso Group Inc. | 3 | 1 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q4 2023 | 6 |
Partnervest Advisory Services LLC | 3 | 3 | 0.10% | 0.44% | 0.85% | Q1 2019 | Q3 2020 | 6 |
Level Financial Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Northeast Financial Consultants Inc | 6 | 6 | 0.02% | 0.08% | 0.12% | Q2 2021 | Q3 2022 | 6 |
AlphaCore Capital LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
First PREMIER Bank | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Independence Bank of Kentucky | 4 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 6 |
Vigilant Capital Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 6 |
Amplius Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 6 |
Alpine Global Management, LLC | 2 | 1 | 0.08% | 0.20% | 0.50% | Q4 2018 | Q3 2023 | 6 |
Susquehanna International Group Ltd. | 3 | 3 | 0.53% | 2.71% | 8.72% | Q1 2019 | Q3 2020 | 6 |
TIAA, FSB | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 6 |
BOYS ARNOLD & CO INC | 6 | 6 | 0.04% | 0.08% | 0.10% | Q4 2018 | Q1 2020 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.04% | 0.35% | 0.50% | Q2 2018 | Q3 2019 | 6 |
SUNTRUST BANKS INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
UBS ASSET MANAGEMENT AMERICAS INC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2019 | 5 |
Lloyd Advisory Services, LLC. | 4 | 1 | 0.01% | 0.07% | 0.32% | Q2 2021 | Q3 2023 | 5 |
Johns Hopkins University | 5 | 5 | 1.71% | 4.59% | 14.86% | Q1 2021 | Q1 2022 | 5 |
Sound Income Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Abbrea Capital, LLC | 4 | 1 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 5 |
Savior LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Symmetry Partners, LLC | 3 | 2 | 0.23% | 0.78% | 1.42% | Q3 2020 | Q4 2023 | 5 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 5 |
Glenview Trust Co | 5 | 5 | 0.03% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
SOL Capital Management CO | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
L & S Advisors Inc | 3 | 1 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 5 |
Richard Bernstein Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 5 |
COMERICA BANK | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 5 |
TWO SIGMA ADVISERS, LP | 3 | 2 | 0.05% | 0.11% | 0.18% | Q2 2022 | Q3 2023 | 5 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q4 2023 | 5 |
Claybrook Capital, LLC | 5 | 5 | 0.15% | 0.28% | 0.68% | Q1 2019 | Q1 2020 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.04% | Q3 2020 | Q3 2021 | 5 |
Ten Capital Wealth Advisors, LLC | 4 | 1 | 0.05% | 1.37% | 1.93% | Q3 2020 | Q1 2023 | 5 |
Rye Brook Capital LLC | 3 | 2 | 1.79% | 3.81% | 6.27% | Q4 2020 | Q1 2022 | 5 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 5 | 5 | 0.10% | 1.10% | 2.32% | Q3 2022 | Q3 2023 | 5 |
Realta Investment Advisors | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 5 |
Brendel Financial Advisors LLC | 3 | 2 | 0.50% | 0.91% | 1.45% | Q1 2021 | Q3 2023 | 5 |
Centennial Wealth Advisory LLC | 5 | 5 | 0.12% | 0.20% | 0.23% | Q2 2021 | Q2 2022 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.16% | 0.19% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Dynamic Advisor Solutions LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 5 |
Biechele Royce Advisors | 5 | 5 | 0.00% | 0.07% | 0.12% | Q3 2021 | Q3 2022 | 5 |
Stratos Investment Management, LLC | 5 | 5 | 0.08% | 0.12% | 0.18% | Q3 2021 | Q3 2022 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.15% | 0.50% | 1.46% | Q4 2020 | Q2 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.08% | 0.46% | 0.72% | Q4 2021 | Q4 2022 | 5 |
Brinker Capital Investments, LLC | 3 | 2 | 0.00% | 0.06% | 0.11% | Q1 2019 | Q3 2021 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 2.17% | 2.58% | 2.97% | Q4 2021 | Q4 2022 | 5 |
SALEM INVESTMENT COUNSELORS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Cornerstone Wealth Management, LLC | 5 | 5 | 0.03% | 0.08% | 0.13% | Q1 2021 | Q1 2022 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.12% | 0.30% | 0.37% | Q3 2018 | Q3 2019 | 5 |
SIGMA INVESTMENT COUNSELORS INC | 4 | 1 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 5 |
DOWLING & YAHNKE LLC | 4 | 1 | 0.00% | 0.04% | 0.13% | Q4 2019 | Q3 2022 | 5 |
Atom Investors LP | 2 | 1 | 0.10% | 1.44% | 4.11% | Q4 2018 | Q1 2021 | 5 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 5 |
ROCKLAND TRUST CO | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Torch Wealth Management LLC | 5 | 5 | 0.25% | 0.27% | 0.29% | Q4 2018 | Q4 2019 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 5 |
Delta Investment Management, LLC | 4 | 1 | 0.12% | 0.18% | 0.22% | Q3 2019 | Q4 2020 | 5 |
Advisor OS, LLC | 2 | 1 | 0.06% | 0.42% | 0.94% | Q2 2020 | Q3 2023 | 5 |
Marathon Trading Investment Management LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 5 |
HOWE & RUSLING INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
BFSG, LLC | 4 | 1 | 0.03% | 0.12% | 0.26% | Q4 2021 | Q3 2023 | 5 |
FCA CORP /TX | 5 | 5 | 0.30% | 0.32% | 0.35% | Q1 2021 | Q1 2022 | 5 |
Paloma Partners Management Co | 3 | 1 | 0.06% | 0.40% | 1.59% | Q4 2018 | Q3 2020 | 5 |
ALERUS FINANCIAL NA | 5 | 5 | 0.07% | 0.31% | 0.58% | Q1 2019 | Q1 2020 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
QUADRANT CAPITAL GROUP LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Antonetti Capital Management LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q2 2010 | Q2 2022 | 5 |
NATIXIS | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 5 |
YHB Investment Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Relyea Zuckerberg Hanson LLC | 5 | 5 | 0.17% | 0.24% | 0.34% | Q3 2021 | Q3 2022 | 5 |
LPWM LLC | 5 | 5 | 0.12% | 0.13% | 0.13% | Q2 2021 | Q2 2022 | 5 |
Lenox Wealth Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 5 |
Centerpoint Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
MGO ONE SEVEN LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
DRW Securities, LLC | 3 | 2 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.86% | 2.24% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA INVESTMENTS, LP | 3 | 2 | 0.03% | 0.08% | 0.16% | Q2 2022 | Q3 2023 | 5 |
Ensign Peak Advisors, Inc | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q3 2022 | 5 |
Cerity Partners LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Zions Bancorporation, N.A. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2021 | 5 |
Beaumont Capital Management, LLC | 5 | 5 | 3.93% | 6.02% | 6.75% | Q4 2020 | Q4 2021 | 5 |
JSF Financial, LLC | 3 | 2 | 0.16% | 0.28% | 0.43% | Q4 2021 | Q3 2023 | 5 |
Washington Trust Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Roundview Capital LLC | 5 | 5 | 0.19% | 0.31% | 0.39% | Q3 2022 | Q3 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q2 2023 | 5 |
Horizon Wealth Management, LLC | 3 | 2 | 0.31% | 2.27% | 6.50% | Q4 2021 | Q3 2023 | 5 |
Freedom Investment Management, Inc. | 3 | 2 | 0.07% | 0.25% | 0.67% | Q1 2021 | Q3 2023 | 5 |
Capstone Triton Financial Group, LLC | 5 | 5 | 0.12% | 0.19% | 0.41% | Q4 2020 | Q4 2021 | 5 |
Clal Insurance Enterprises Holdings Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Dakota Wealth Management | 5 | 5 | 0.18% | 0.23% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
STOCK YARDS BANK & TRUST CO | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
SL ADVISORS, LLC | 3 | 1 | 0.40% | 0.51% | 0.70% | Q4 2018 | Q4 2019 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 1.22% | 1.45% | 1.57% | Q4 2022 | Q3 2023 | 4 |
Smart Portfolios, LLC | 2 | 2 | 1.08% | 3.19% | 4.97% | Q4 2021 | Q3 2023 | 4 |
SageGuard Financial Group, LLC | 4 | 4 | 0.20% | 1.55% | 5.55% | Q4 2020 | Q3 2021 | 4 |
Verition Fund Management LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 4 |
Black Maple Capital Management LP | 4 | 4 | 0.43% | 0.68% | 1.10% | Q4 2022 | Q3 2023 | 4 |
Core Alternative Capital | 4 | 4 | 0.00% | 0.16% | 0.60% | Q4 2022 | Q3 2023 | 4 |
TIVERTON ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Badgley Phelps Wealth Managers, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bedell Frazier Investment Counselling, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q4 2021 | 4 |
Van Leeuwen & Company, LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
WealthTrust Asset Management, LLC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q2 2021 | Q1 2022 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 4 | 4 | 0.55% | 0.59% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.17% | 0.24% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Baldwin Investment Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2018 | Q2 2019 | 4 |
Privium Fund Management (UK) Ltd | 4 | 4 | 1.17% | 1.37% | 1.58% | Q4 2022 | Q3 2023 | 4 |
Salomon & Ludwin, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.00% | 2.32% | 3.53% | Q4 2022 | Q3 2023 | 4 |
Clean Yield Group | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Main Management LLC | 4 | 4 | 0.02% | 2.95% | 4.33% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Wealth Group, LLC | 2 | 1 | 0.39% | 0.94% | 2.09% | Q3 2021 | Q3 2023 | 4 |
Aries Wealth Management | 4 | 4 | 0.11% | 0.13% | 0.15% | Q1 2021 | Q4 2021 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2021 | 4 |
ALLIANCEBERNSTEIN L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Clarius Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
InterOcean Capital, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2019 | Q1 2020 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Tyers Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.04% | 0.14% | Q2 2023 | Q3 2023 | 4 |
Stockman Wealth Management, Inc. | 4 | 4 | 0.20% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
BBVA USA Bancshares, Inc. | 4 | 4 | 0.12% | 0.36% | 0.75% | Q2 2020 | Q1 2021 | 4 |
Rikoon Group, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q3 2018 | Q2 2019 | 4 |
Rampart Investment Management Company, LLC | 2 | 1 | 0.02% | 0.08% | 0.18% | Q1 2019 | Q2 2020 | 4 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 4 | 4 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 4 |
WESBANCO BANK INC | 4 | 4 | 0.01% | 0.05% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Pure Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.67% | 0.71% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
J. W. Coons Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.84% | 0.90% | 0.94% | Q4 2018 | Q3 2019 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.38% | 0.53% | 0.64% | Q1 2023 | Q4 2023 | 4 |
Biltmore Capital Advisors LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q1 2021 | Q4 2021 | 4 |
Neuburgh Advisers LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Hugh Johnson Advisors LLC | 4 | 4 | 0.44% | 0.84% | 1.23% | Q3 2018 | Q2 2019 | 4 |
Accuvest Global Advisors | 3 | 1 | 0.14% | 2.15% | 2.93% | Q4 2020 | Q4 2021 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Miller Investment Management, LP | 4 | 4 | 0.11% | 1.12% | 2.15% | Q4 2022 | Q3 2023 | 4 |
Bragg Financial Advisors, Inc | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 0.46% | 0.56% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Old North State Trust, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 4 |
All Season Financial Advisors, Inc. | 3 | 1 | 0.29% | 0.52% | 0.93% | Q2 2021 | Q3 2023 | 4 |
Glen Harbor Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Sharper & Granite LLC | 4 | 4 | 1.16% | 1.57% | 1.84% | Q4 2022 | Q3 2023 | 4 |
MIZUHO SECURITIES USA LLC | 2 | 1 | 0.12% | 0.33% | 0.72% | Q4 2019 | Q2 2021 | 4 |
WILLIAMS JONES & ASSOCIATES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 1.05% | 1.19% | 1.35% | Q1 2023 | Q4 2023 | 4 |
Birchcreek Wealth Management, LLC | 3 | 1 | 0.06% | 0.48% | 0.95% | Q4 2020 | Q3 2023 | 4 |
FIDUCIARY TRUST CO | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 4 |
PICTET ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 4 |
Flinton Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
CHIRON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.64% | 0.75% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Lee Capital Holdings LLC | 3 | 1 | 1.05% | 1.87% | 2.28% | Q3 2018 | Q4 2019 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.08% | 0.30% | 0.71% | Q1 2020 | Q3 2023 | 4 |
SteelPeak Wealth, LLC | 2 | 1 | 0.04% | 0.13% | 0.24% | Q4 2021 | Q3 2023 | 4 |
CMH Wealth Management LLC | 4 | 4 | 1.54% | 2.07% | 2.81% | Q4 2022 | Q3 2023 | 4 |
Ballew Advisors, Inc | 4 | 4 | 0.30% | 0.34% | 0.36% | Q3 2020 | Q2 2021 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2022 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.31% | 0.58% | 1.00% | Q4 2021 | Q3 2022 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 4 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.04% | 0.10% | Q3 2019 | Q3 2022 | 4 |
Bangor Savings Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Wellington Shields & Co., LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Wealth Planning, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2021 | 4 |
Braun-Bostich & Associates Inc. | 4 | 4 | 0.60% | 1.30% | 1.58% | Q1 2020 | Q4 2020 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Baystate Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MEANS INVESTMENT CO., INC. | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Weaver Consulting Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
ESG Planning | 4 | 4 | 0.49% | 0.86% | 1.04% | Q1 2022 | Q4 2022 | 4 |
Walleye Capital LLC | 2 | 1 | 0.10% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 3 | 1 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q4 2020 | 4 |
Personal Capital Advisors Corp | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 0.50% | 2.82% | 4.40% | Q4 2019 | Q3 2020 | 4 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 4 | 4 | 0.60% | 2.52% | 3.25% | Q3 2018 | Q2 2019 | 4 |
PETTYJOHN, WOOD & WHITE, INC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
West Oak Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Collaborative Wealth Managment Inc. | 2 | 1 | 0.14% | 0.23% | 0.30% | Q1 2021 | Q3 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 4 |
SP Asset Management LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Horrell Capital Management, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Ironwood Investment Counsel, LLC | 4 | 4 | 0.12% | 0.19% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 0.68% | 1.42% | 2.27% | Q4 2021 | Q3 2022 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 0.88% | 0.98% | 1.11% | Q4 2022 | Q3 2023 | 4 |
Sather Financial Group Inc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
GW HENSSLER & ASSOCIATES LTD | 2 | 1 | 0.04% | 0.14% | 0.31% | Q3 2020 | Q4 2021 | 3 |
Pinnacle Wealth Management Advisory Group, LLC | 2 | 1 | 0.02% | 0.07% | 0.15% | Q3 2018 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
ARGI Investment Services, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Bayesian Capital Management, LP | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q1 2023 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Legacy Private Trust Co. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
WealthTrust Fairport, LLC | 3 | 3 | 0.90% | 0.98% | 1.02% | Q3 2018 | Q1 2019 | 3 |
J.Safra Asset Management Corp | 3 | 3 | 6.53% | 6.60% | 6.71% | Q1 2023 | Q3 2023 | 3 |
Canal Capital Management, LLC | 2 | 1 | 0.10% | 0.34% | 0.47% | Q3 2018 | Q4 2022 | 3 |
One Day In July LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Wall Capital Group, Inc. | 3 | 3 | 3.65% | 4.40% | 5.81% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.30% | 0.35% | 0.38% | Q4 2022 | Q3 2023 | 3 |
WealthCare Investment Partners, LLC | 3 | 3 | 0.26% | 1.49% | 2.34% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Frontier Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WealthShield Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 3 |
RFG Advisory, LLC | 3 | 3 | 0.03% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Secure Asset Management, LLC | 2 | 1 | 0.07% | 0.14% | 0.28% | Q4 2019 | Q3 2023 | 3 |
Garda Capital Partners LP | 2 | 1 | 0.02% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q4 2022 | 3 |
Phocas Financial Corp. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 3 |
Hardy Reed LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Jefferies Group LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
MENORA MIVTACHIM HOLDINGS LTD. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Bowling Portfolio Management LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
WESPAC Advisors, LLC | 2 | 1 | 0.19% | 1.05% | 1.54% | Q3 2019 | Q2 2022 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
TRUST CO OF VERMONT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Scarborough Advisors, LLC | 3 | 3 | 0.49% | 0.53% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Shepherd Financial Partners LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Boothe Investment Group, Inc. | 3 | 3 | 0.70% | 0.81% | 1.04% | Q3 2022 | Q1 2023 | 3 |
Johnson Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Centiva Capital, LP | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Next Capital Management LLC | 3 | 3 | 0.23% | 0.24% | 0.26% | Q4 2018 | Q2 2019 | 3 |
Strategic Investment Advisors / MI | 1 | 1 | 0.18% | 0.28% | 0.41% | Q3 2019 | Q3 2021 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MD Financial Management Inc. | 3 | 3 | 1.04% | 1.35% | 1.73% | Q2 2021 | Q4 2021 | 3 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Galvin, Gaustad & Stein, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 3 |
Ford Financial Group, LLC | 2 | 1 | 0.01% | 0.05% | 0.12% | Q2 2021 | Q1 2022 | 3 |
TCWP LLC | 3 | 3 | 0.08% | 0.33% | 0.71% | Q4 2021 | Q2 2022 | 3 |
IAM Advisory, LLC | 2 | 1 | 0.59% | 0.70% | 0.76% | Q1 2021 | Q4 2021 | 3 |
1607 Capital Partners, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q2 2019 | Q4 2019 | 3 |
Disciplined Investments, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Cranbrook Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Beaumont Financial Advisors, LLC | 3 | 3 | 0.07% | 0.24% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Center For Asset Management LLC | 2 | 1 | 0.16% | 0.29% | 0.48% | Q4 2020 | Q4 2021 | 3 |
LEVEL FOUR FINANCIAL, LLC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q1 2021 | Q3 2021 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.34% | 0.34% | 0.35% | Q1 2023 | Q3 2023 | 3 |
HM PAYSON & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.04% | 0.23% | 0.59% | Q1 2023 | Q3 2023 | 3 |
Arkos Global Advisors | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 3 |
TimeScale Financial, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 3 |
Main Management ETF Advisors, LLC | 3 | 3 | 7.40% | 8.96% | 9.94% | Q1 2023 | Q3 2023 | 3 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.02% | 0.34% | 0.92% | Q1 2019 | Q2 2021 | 3 |
FULTON BANK, N.A. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q4 2023 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.39% | 0.42% | 0.45% | Q4 2022 | Q2 2023 | 3 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 2 | 1 | 1.81% | 2.05% | 2.42% | Q4 2019 | Q4 2020 | 3 |
Triumph Capital Management | 2 | 1 | 0.10% | 0.17% | 0.22% | Q3 2022 | Q3 2023 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.00% | 0.49% | 1.13% | Q1 2019 | Q3 2019 | 3 |
Wright Fund Management, LLC | 3 | 3 | 0.33% | 0.52% | 0.80% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q2 2022 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
Tibra Equities Europe Ltd | 1 | 1 | 2.46% | 3.13% | 3.47% | Q3 2018 | Q3 2020 | 3 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3 | 3 | 1.10% | 1.21% | 1.28% | Q1 2023 | Q3 2023 | 3 |
Rollins Financial | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 3 | 3 | 0.68% | 0.73% | 0.81% | Q3 2021 | Q1 2022 | 3 |
Private Capital Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Ally Invest Advisors Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
IPG Investment Advisors LLC | 2 | 1 | 0.19% | 0.25% | 0.29% | Q2 2021 | Q1 2022 | 3 |
Terra Nova Asset Management LLC | 3 | 3 | 1.24% | 1.41% | 1.50% | Q1 2023 | Q3 2023 | 3 |
Worth Venture Partners, LLC | 2 | 1 | 0.04% | 0.09% | 0.17% | Q4 2018 | Q3 2019 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Caption Management, LLC | 2 | 2 | 0.03% | 0.11% | 0.23% | Q3 2021 | Q4 2021 | 3 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.05% | 0.13% | Q3 2021 | Q3 2023 | 3 |
Avalon Investment & Advisory | 2 | 1 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q1 2023 | 3 |
TEXAS CAPITAL BANCSHARES INC/TX | 2 | 1 | 1.07% | 1.14% | 1.26% | Q1 2021 | Q3 2023 | 3 |
BNC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.26% | 0.27% | 0.27% | Q1 2023 | Q3 2023 | 3 |
First International Bank & Trust | 3 | 3 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q2 2022 | 3 |
Welch Group, LLC | 2 | 1 | 0.01% | 0.16% | 0.40% | Q3 2020 | Q4 2022 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Julex Capital Management, LLC | 3 | 3 | 4.52% | 6.60% | 7.67% | Q1 2019 | Q3 2019 | 3 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q3 2020 | 3 |
TD Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 3 |
REAVES W H & CO INC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2020 | 3 |
Rokos Capital Management LLP | 3 | 3 | 0.01% | 0.04% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Magnus Financial Group LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2022 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
WASHINGTON TRUST BANK | 2 | 1 | 0.02% | 0.15% | 0.40% | Q4 2018 | Q4 2021 | 3 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.28% | 0.39% | Q4 2018 | Q4 2019 | 2 |
ACCESS FINANCIAL SERVICES, INC. | 2 | 2 | 0.25% | 0.79% | 1.33% | Q4 2021 | Q1 2022 | 2 |
Point72 Asset Management, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Parker Investment Management, LLC | 1 | 1 | 1.54% | 3.77% | 5.99% | Q2 2018 | Q3 2023 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q4 2019 | Q1 2020 | 2 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
CAPE ANN SAVINGS BANK | 2 | 2 | 0.14% | 0.15% | 0.17% | Q4 2021 | Q1 2022 | 2 |
SYKON CAPITAL LLC | 2 | 2 | 1.60% | 1.73% | 1.85% | Q2 2023 | Q3 2023 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Broadleaf Partners, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Steinberg Global Asset Management | 2 | 2 | 1.52% | 2.22% | 2.92% | Q4 2018 | Q1 2019 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.25% | 0.25% | 0.26% | Q3 2022 | Q4 2022 | 2 |
Wealthgate Family Office, LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q3 2021 | Q4 2021 | 2 |
Veracity Capital LLC | 1 | 1 | 0.27% | 0.41% | 0.55% | Q4 2019 | Q2 2020 | 2 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 2 |
U S GLOBAL INVESTORS INC | 2 | 2 | 0.11% | 0.18% | 0.24% | Q1 2019 | Q2 2019 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.54% | 0.59% | 0.64% | Q1 2019 | Q3 2019 | 2 |
PRW Wealth Management LLC | 1 | 1 | 0.10% | 0.18% | 0.27% | Q2 2021 | Q1 2022 | 2 |
RE Dickinson Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q2 2022 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q3 2023 | Q4 2023 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MACQUARIE GROUP LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Q3 Asset Management | 2 | 2 | 0.64% | 0.78% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Investors Financial Group, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.14% | 0.16% | 0.19% | Q4 2021 | Q1 2022 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.71% | 0.73% | 0.75% | Q1 2023 | Q2 2023 | 2 |
SG3 Management, LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q2 2019 | Q2 2019 | 2 |
Cumberland Partners Ltd | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 1.63% | 2.05% | 2.46% | Q2 2023 | Q3 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.05% | 0.74% | 1.43% | Q3 2020 | Q2 2023 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MONOGRAPH WEALTH ADVISORS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
JT Stratford LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Delek Group, Ltd. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q2 2019 | 2 |
Element Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
PFS Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Destination Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2021 | Q4 2021 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.48% | 0.49% | 0.50% | Q4 2022 | Q1 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2021 | 2 |
FORBES J M & CO LLP | 2 | 2 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q3 2023 | 2 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.43% | 1.50% | 2.57% | Q4 2021 | Q4 2021 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CITIZENS & NORTHERN CORP | 1 | 1 | 0.18% | 0.31% | 0.44% | Q4 2018 | Q2 2022 | 2 |
Symmetry Investments LP | 2 | 2 | 0.42% | 0.43% | 0.44% | Q4 2022 | Q1 2023 | 2 |
Cannon Global Investment Management, LLC | 1 | 1 | 0.56% | 2.67% | 4.78% | Q1 2022 | Q3 2022 | 2 |
VIAWEALTH, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Measured Wealth Private Client Group, LLC | 2 | 2 | 0.41% | 0.45% | 0.49% | Q2 2023 | Q3 2023 | 2 |
SAXON INTERESTS, INC. | 1 | 1 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q2 2023 | 2 |
Sound View Wealth Advisors Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PEAK FINANCIAL ADVISORS LLC | 2 | 2 | 0.63% | 1.10% | 1.58% | Q2 2023 | Q3 2023 | 2 |
JACOBSON & SCHMITT ADVISORS, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q4 2022 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
&PARTNERS | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2021 | Q3 2021 | 2 |
RMR Wealth Builders | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Weatherstone Capital Management | 2 | 2 | 0.08% | 0.16% | 0.24% | Q4 2018 | Q1 2019 | 2 |
Allspring Global Investments Holdings, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Investment Research & Advisory Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Resource Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Watermark Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Frisch Financial Group, Inc. | 1 | 1 | 1.74% | 2.16% | 2.58% | Q4 2021 | Q4 2022 | 2 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.21% | 0.41% | Q4 2019 | Q3 2023 | 2 |
Flagship Private Wealth, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2021 | 2 |
SWMG, LLC | 2 | 2 | 0.15% | 0.18% | 0.22% | Q1 2023 | Q2 2023 | 2 |
SC&H Financial Advisors, Inc. | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q1 2022 | 2 |
J Arnold Wealth Management Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
CERTUITY, LLC | 1 | 1 | 0.09% | 0.10% | 0.12% | Q4 2019 | Q2 2023 | 2 |
Covenant Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
Obsidian Personal Planning Solutions LLC | 2 | 2 | 0.19% | 0.25% | 0.30% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Analyst IMS Investment Management Services Ltd. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Kraft, Davis & Associates, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
WRAPMANAGER INC | 1 | 1 | 0.07% | 0.08% | 0.10% | Q3 2018 | Q2 2019 | 2 |
Astor Investment Management LLC | 2 | 2 | 0.55% | 0.57% | 0.60% | Q3 2022 | Q4 2022 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Cordasco Financial Network | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.28% | 0.55% | Q1 2020 | Q4 2022 | 2 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.11% | 0.21% | Q4 2022 | Q3 2023 | 2 |
Deane Retirement Strategies, Inc. | 2 | 2 | 2.26% | 2.27% | 2.28% | Q2 2021 | Q3 2021 | 2 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 2 |
Imprint Wealth LLC | 2 | 2 | 0.18% | 0.26% | 0.34% | Q2 2023 | Q3 2023 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MONROE BANK & TRUST/MI | 2 | 2 | 0.28% | 0.32% | 0.36% | Q1 2019 | Q2 2019 | 2 |
St. Louis Financial Planners Asset Management, LLC | 1 | 1 | 0.94% | 1.02% | 1.10% | Q1 2023 | Q4 2023 | 2 |
PICTET ASSET MANAGEMENT SA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.39% | 0.40% | 0.41% | Q4 2019 | Q1 2020 | 2 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.80% | 1.58% | Q4 2020 | Q2 2021 | 2 |
LMR Partners LLP | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Busey Bank | 2 | 2 | 0.21% | 0.21% | 0.22% | Q4 2019 | Q1 2020 | 2 |
Truadvice, LLC | 1 | 1 | 0.48% | 1.25% | 2.02% | Q2 2022 | Q3 2023 | 2 |
HawsGoodwin Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 2 | 2 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q4 2020 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.49% | 1.16% | 1.82% | Q4 2019 | Q2 2020 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.10% | 0.43% | 0.76% | Q3 2020 | Q4 2020 | 2 |
Mendel Capital Management LLC | 2 | 2 | 0.19% | 0.29% | 0.39% | Q2 2023 | Q3 2023 | 2 |
REDW Wealth LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Tevis Investment Management | 2 | 2 | 0.04% | 0.07% | 0.09% | Q2 2022 | Q3 2022 | 2 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 2 |
MOULTON WEALTH MANAGEMENT, INC | 1 | 1 | 1.79% | 2.96% | 4.13% | Q1 2021 | Q3 2021 | 2 |
MERIDIAN INVESTMENT COUNSEL INC. | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 1 | 1 | 0.25% | 0.28% | 0.32% | Q3 2021 | Q1 2023 | 2 |
Berkeley Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q4 2022 | 2 |
Per Stirling Capital Management, LLC. | 2 | 2 | 0.06% | 0.10% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
WorthPointe, LLC | 2 | 2 | 0.56% | 0.56% | 0.57% | Q2 2023 | Q3 2023 | 2 |
STEPH & CO | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.12% | 0.17% | 0.22% | Q1 2021 | Q3 2023 | 2 |
Delos Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Sky Investment Group LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2018 | Q1 2019 | 2 |
Sumitomo Mitsui Trust Holdings, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Centric Wealth Management | 2 | 2 | 0.44% | 0.48% | 0.52% | Q4 2021 | Q1 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Evensky & Katz LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 3.52% | 3.69% | 3.86% | Q3 2021 | Q4 2021 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 2 |
Motley Fool Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Garrett Wealth Advisory Group, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.11% | 0.22% | Q2 2020 | Q2 2021 | 2 |
Atlantic Union Bankshares Corp | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q1 2022 | 2 |
Aspen Investment Management Inc | 2 | 2 | 0.42% | 0.42% | 0.42% | Q2 2021 | Q3 2021 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 1.60% | 1.60% | 1.60% | Q2 2023 | Q3 2023 | 2 |
KWB Wealth | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.91% | 1.23% | 1.56% | Q1 2019 | Q3 2023 | 2 |
CHEMICAL BANK | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Wedmont Private Capital | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SPINNAKER TRUST | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2018 | Q3 2018 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Stack Financial Management, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2020 | Q3 2020 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
McAdam, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
SOMERVILLE KURT F | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Maryland Capital Management | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BIRINYI ASSOCIATES INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Cornell Pochily Investment Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Blue Door Asset Management, LLC | 1 | 1 | 2.89% | 2.89% | 2.89% | Q4 2022 | Q4 2022 | 1 |
Mizuho Trust & Banking Co., Ltd. | 1 | 1 | 12.78% | 12.78% | 12.78% | Q2 2019 | Q2 2019 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2021 | Q1 2021 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2021 | Q4 2021 | 1 |
WestHill Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2023 | Q3 2023 | 1 |
Windsor Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
HARTFORD INVESTMENT MANAGEMENT CO | 1 | 1 | 1.67% | 1.67% | 1.67% | Q4 2022 | Q4 2022 | 1 |
DOW CHEMICAL CO /DE/ | 1 | 1 | 10.28% | 10.28% | 10.28% | Q1 2020 | Q1 2020 | 1 |
TNF LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Jessup Wealth Management, Inc | 1 | 1 | 2.26% | 2.26% | 2.26% | Q2 2023 | Q2 2023 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
ALTA CAPITAL MANAGEMENT LLC/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Somerset Group LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2018 | Q3 2018 | 1 |
Polus Capital Management Ltd | 1 | 1 | 1.47% | 1.47% | 1.47% | Q3 2023 | Q3 2023 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 1.20% | 1.20% | 1.20% | Q1 2019 | Q1 2019 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
BCGM Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 4.77% | 4.77% | 4.77% | Q1 2021 | Q1 2021 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Peachtree Investment Advisors, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2020 | Q3 2020 | 1 |
Sierra Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Marks Wealth, LLC | 1 | 1 | 6.57% | 6.57% | 6.57% | Q4 2020 | Q4 2020 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Orca Investment Management, LLC | 1 | 1 | 2.19% | 2.19% | 2.19% | Q2 2019 | Q2 2019 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 3.05% | 3.05% | 3.05% | Q1 2021 | Q1 2021 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Services Advisory Inc | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2021 | Q3 2021 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sentinus, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
MWA Asset Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Pinz Capital Management, LP | 1 | 1 | 2.39% | 2.39% | 2.39% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
PITCAIRN CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Howard Capital Management Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Cardinal Point Capital Management ULC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JB Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
FIL Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2021 | Q3 2021 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2023 | Q3 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Highview Capital Management LLC/DE/ | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Park Capital Group, Inc. | 1 | 1 | 17.15% | 17.15% | 17.15% | Q1 2021 | Q1 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q2 2023 | 1 |
Oliver Luxxe Assets LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 3.07% | 3.07% | 3.07% | Q1 2021 | Q1 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q1 2021 | Q1 2021 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 2.87% | 2.87% | 2.87% | Q3 2018 | Q3 2018 | 1 |
United Community Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Legal & General Group Plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Capula Management Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2019 | Q4 2019 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
3D ASSET MANAGEMENT, INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2021 | Q2 2021 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2022 | Q4 2022 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PROFESSIONAL ADVISORY SERVICES INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
OAK FAMILY ADVISORS, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
XR Securities LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2018 | Q3 2018 | 1 |
Elm Partners Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Armor Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WealthStone, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Locust Wood Capital Advisers | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2018 | Q4 2018 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 4.52% | 4.52% | 4.52% | Q2 2021 | Q2 2021 | 1 |
KHP Capital, LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q3 2018 | Q3 2018 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Personal Wealth Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CPWM, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2021 | Q4 2021 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2019 | Q4 2019 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2023 | Q2 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2020 | Q3 2020 | 1 |
WELCH CAPITAL PARTNERS LLC/NY | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2018 | Q3 2018 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Family Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Bernardo Wealth Planning LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Cooper Financial Group | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
WIN ADVISORS, INC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2023 | Q3 2023 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2023 | Q1 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SMI Advisory Services, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2023 | Q3 2023 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Altman Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2020 | Q2 2020 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Fortis Capital Management LLC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q3 2022 | Q3 2022 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
5th Street Advisors, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2023 | Q3 2023 | 1 |
Trustees of Dartmouth College | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Kerrisdale Advisers, LLC | 1 | 1 | 3.56% | 3.56% | 3.56% | Q3 2020 | Q3 2020 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Premise Capital, LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q2 2020 | Q2 2020 | 1 |
Prostatis Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
CONNABLE OFFICE INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2019 | Q3 2019 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
Amundi | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Marietta Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Keel Point, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2023 | Q4 2023 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 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.