Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 83 |
Citadel Advisors | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 77 |
Cutler Group LLC / CA | 21 | 7 | 0.00% | 0.01% | 0.07% | Q3 2016 | Q3 2023 | 68 |
WOLVERINE TRADING, LLC | 10 | 2 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 61 |
GOLDMAN SACHS GROUP INC | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 49 |
JANE STREET GROUP, LLC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 48 |
BARCLAYS PLC | 16 | 15 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 44 |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.00% | 0.07% | 0.18% | Q1 2016 | Q3 2023 | 39 |
BNP PARIBAS FINANCIAL MARKETS | 29 | 29 | 0.00% | 0.02% | 0.13% | Q3 2016 | Q3 2023 | 37 |
WELLS FARGO & COMPANY/MN | 29 | 29 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 31 |
UBS Group AG | 30 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
HighTower Advisors, LLC | 29 | 29 | 0.00% | 0.05% | 0.09% | Q3 2016 | Q3 2023 | 31 |
Creative Planning | 29 | 29 | 0.00% | 0.06% | 0.69% | Q3 2016 | Q3 2023 | 31 |
CHEMUNG CANAL TRUST CO | 30 | 30 | 0.40% | 1.32% | 2.69% | Q3 2016 | Q4 2023 | 30 |
JPMORGAN CHASE & CO | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.01% | 0.04% | 0.15% | Q1 2016 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
St. Johns Investment Management Company, LLC | 29 | 29 | 0.01% | 0.05% | 0.16% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
NORTHERN TRUST CORP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
WHITTIER TRUST CO | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
PROFFITT & GOODSON INC | 29 | 29 | 0.25% | 0.49% | 1.53% | Q3 2016 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.00% | 0.04% | 0.14% | Q3 2016 | Q3 2023 | 29 |
Allworth Financial LP | 29 | 29 | 0.00% | 0.03% | 0.18% | Q3 2016 | Q3 2023 | 29 |
PNC FINANCIAL SERVICES GROUP, INC. | 29 | 29 | 0.00% | 0.04% | 0.11% | Q3 2016 | Q3 2023 | 29 |
BAILARD, INC. | 29 | 29 | 0.07% | 0.12% | 0.32% | Q3 2016 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
LPL Financial LLC | 29 | 29 | 0.01% | 0.08% | 0.23% | Q3 2016 | Q3 2023 | 29 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.01% | 0.07% | Q3 2016 | Q3 2023 | 29 |
KCM INVESTMENT ADVISORS LLC | 29 | 29 | 0.01% | 0.09% | 0.22% | Q3 2016 | Q3 2023 | 29 |
Bank of New York Mellon Corp | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Bollard Group LLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
CITIGROUP INC | 29 | 29 | 0.00% | 0.01% | 0.08% | Q3 2016 | Q3 2023 | 29 |
MONETARY MANAGEMENT GROUP INC | 29 | 29 | 0.09% | 0.12% | 0.17% | Q3 2016 | Q3 2023 | 29 |
FIRST NATIONAL TRUST CO | 29 | 29 | 0.03% | 0.19% | 0.54% | Q3 2016 | Q3 2023 | 29 |
ENVESTNET ASSET MANAGEMENT INC | 29 | 29 | 0.00% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 29 |
First Horizon Advisors, Inc. | 29 | 29 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
D.A. DAVIDSON & CO. | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
AlphaMark Advisors, LLC | 29 | 29 | 0.01% | 0.55% | 1.51% | Q3 2016 | Q3 2023 | 29 |
US BANCORP \DE\ | 29 | 29 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 29 |
FMR LLC | 29 | 29 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 29 |
OLD NATIONAL BANCORP /IN/ | 29 | 29 | 0.08% | 0.31% | 0.58% | Q3 2016 | Q3 2023 | 29 |
ASSETMARK, INC | 29 | 29 | 0.00% | 0.05% | 0.26% | Q3 2016 | Q3 2023 | 29 |
SPINNAKER TRUST | 29 | 29 | 0.02% | 0.28% | 0.82% | Q3 2016 | Q3 2023 | 29 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 29 | 29 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
ARROW FINANCIAL CORP | 29 | 29 | 0.00% | 0.02% | 0.16% | Q3 2016 | Q3 2023 | 29 |
BAR HARBOR WEALTH MANAGEMENT | 29 | 29 | 0.18% | 0.26% | 0.32% | Q3 2016 | Q3 2023 | 29 |
Jacobi Capital Management LLC | 29 | 29 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 29 |
Boltwood Capital Management | 29 | 29 | 0.27% | 0.47% | 0.68% | Q4 2016 | Q4 2023 | 29 |
MORGAN STANLEY | 29 | 29 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 29 |
NBT BANK N A /NY | 29 | 29 | 0.04% | 0.31% | 0.40% | Q3 2016 | Q3 2023 | 29 |
Raymond James Financial Services Advisors, Inc. | 29 | 29 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 29 |
COMMERCE BANK | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
FIFTH THIRD BANCORP | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Sandy Spring Bank | 29 | 29 | 0.00% | 0.01% | 0.07% | Q3 2016 | Q3 2023 | 29 |
ROYAL BANK OF CANADA | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
CENTRAL TRUST Co | 29 | 29 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q3 2023 | 29 |
MARTIN & CO INC /TN/ | 29 | 29 | 0.18% | 0.26% | 0.32% | Q3 2016 | Q3 2023 | 29 |
WHITTIER TRUST CO OF NEVADA INC | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Highlander Capital Management, LLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
THOMPSON SIEGEL & WALMSLEY LLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Harel Insurance Investments & Financial Services Ltd. | 29 | 29 | 0.00% | 0.93% | 3.40% | Q3 2016 | Q3 2023 | 29 |
SG Americas Securities, LLC | 29 | 29 | 0.00% | 0.06% | 0.20% | Q3 2016 | Q3 2023 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 0.04% | 0.11% | 0.18% | Q3 2016 | Q3 2023 | 29 |
Private Advisor Group, LLC | 29 | 29 | 0.01% | 0.05% | 0.21% | Q3 2016 | Q3 2023 | 29 |
Geneos Wealth Management Inc. | 29 | 29 | 0.01% | 0.15% | 0.42% | Q3 2016 | Q3 2023 | 29 |
Lowe Wealth Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.58% | 0.99% | 1.63% | Q4 2016 | Q3 2023 | 28 |
Banco Santander, S.A. | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
MML INVESTORS SERVICES, LLC | 26 | 2 | 0.01% | 0.08% | 0.67% | Q3 2016 | Q3 2023 | 28 |
MILLENNIUM MANAGEMENT LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 28 |
Roundview Capital LLC | 28 | 28 | 0.04% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 28 | 28 | 0.03% | 1.34% | 3.69% | Q4 2016 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Veritable, L.P. | 28 | 28 | 0.04% | 0.08% | 0.17% | Q3 2016 | Q2 2023 | 28 |
WBH ADVISORY INC | 25 | 3 | 0.24% | 0.43% | 0.56% | Q3 2016 | Q3 2023 | 28 |
Rothschild Capital Partners, LLC | 27 | 1 | 0.43% | 1.64% | 2.98% | Q3 2016 | Q3 2023 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.08% | 0.13% | 0.22% | Q4 2016 | Q3 2023 | 28 |
BANK OF MONTREAL /CAN/ | 26 | 2 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Endurance Wealth Management, Inc. | 28 | 28 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q2 2023 | 28 |
Atria Investments, Inc | 28 | 28 | 0.03% | 0.07% | 0.18% | Q4 2016 | Q3 2023 | 28 |
GLENMEDE TRUST CO NA | 20 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
DUNCKER STREETT & CO INC | 16 | 12 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
M&T BANK CORP | 15 | 13 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.04% | 0.25% | Q4 2016 | Q3 2023 | 28 |
First National Bank of Hutchinson | 21 | 7 | 0.09% | 0.20% | 0.27% | Q3 2016 | Q3 2023 | 28 |
ALPS ADVISORS INC | 22 | 6 | 0.10% | 0.16% | 0.25% | Q3 2016 | Q3 2023 | 28 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.03% | 0.11% | Q3 2016 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.17% | 0.60% | Q4 2016 | Q3 2023 | 27 |
Callan Capital, LLC | 27 | 27 | 0.10% | 0.27% | 0.56% | Q1 2017 | Q3 2023 | 27 |
AllSquare Wealth Management LLC | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.07% | 0.18% | Q4 2016 | Q3 2023 | 27 |
ALBION FINANCIAL GROUP /UT | 17 | 10 | 0.67% | 1.34% | 1.69% | Q4 2016 | Q3 2023 | 27 |
FIRST UNITED BANK & TRUST | 27 | 27 | 0.23% | 0.49% | 1.12% | Q1 2017 | Q3 2023 | 27 |
HUNTINGTON NATIONAL BANK | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 27 |
CREDIT SUISSE AG/ | 24 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 26 |
Crescent Grove Advisors, LLC | 26 | 26 | 0.03% | 0.06% | 0.16% | Q2 2017 | Q3 2023 | 26 |
PRIO WEALTH LIMITED PARTNERSHIP | 14 | 12 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2023 | 26 |
IHT Wealth Management, LLC | 20 | 6 | 0.00% | 0.18% | 1.20% | Q4 2016 | Q3 2023 | 26 |
FIL Ltd | 22 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 26 |
Swan Global Investments, LLC | 26 | 26 | 0.48% | 1.03% | 1.69% | Q2 2017 | Q3 2023 | 26 |
Baird Financial Group, Inc. | 19 | 6 | 0.01% | 0.03% | 0.12% | Q3 2016 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 25 |
Jackson, Grant Investment Advisers, Inc. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2022 | 25 |
Parallax Volatility Advisers, L.P. | 12 | 1 | 0.00% | 0.00% | 0.04% | Q3 2016 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 13 | 12 | 0.00% | 0.01% | 0.14% | Q4 2016 | Q2 2023 | 25 |
MUFG Americas Holdings Corp | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2022 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.13% | 1.70% | Q3 2017 | Q3 2023 | 25 |
Moisand Fitzgerald Tamayo, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Focused Wealth Management, Inc | 18 | 1 | 0.00% | 0.02% | 0.35% | Q3 2016 | Q3 2023 | 25 |
AGF INVESTMENTS INC. | 25 | 25 | 0.05% | 0.14% | 0.32% | Q3 2016 | Q3 2022 | 25 |
Simmons Bank | 19 | 6 | 0.02% | 0.04% | 0.08% | Q3 2016 | Q3 2023 | 25 |
Migdal Insurance & Financial Holdings Ltd. | 22 | 3 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.01% | 0.10% | Q4 2016 | Q3 2023 | 25 |
Venturi Wealth Management, LLC | 25 | 25 | 0.02% | 0.41% | 1.44% | Q3 2017 | Q3 2023 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.07% | 0.10% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Patriot Financial Group Insurance Agency, LLC | 23 | 1 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q1 2023 | 24 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13 | 3 | 0.02% | 1.49% | 3.91% | Q4 2016 | Q2 2023 | 24 |
CITIZENS FINANCIAL GROUP INC/RI | 16 | 8 | 0.00% | 0.02% | 0.12% | Q3 2016 | Q3 2023 | 24 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 24 | 24 | 0.10% | 0.21% | 0.32% | Q4 2017 | Q3 2023 | 24 |
Capital Investment Advisors, LLC | 24 | 24 | 0.01% | 0.05% | 0.45% | Q3 2016 | Q2 2022 | 24 |
JAMES INVESTMENT RESEARCH INC | 18 | 6 | 0.00% | 0.13% | 0.60% | Q3 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 24 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 1 | 0.00% | 0.01% | 0.17% | Q3 2016 | Q1 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.05% | 0.08% | 0.11% | Q1 2018 | Q3 2023 | 23 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.21% | 1.17% | Q3 2016 | Q3 2023 | 23 |
HSBC HOLDINGS PLC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2022 | 23 |
Nelson Capital Management, LLC | 18 | 1 | 0.00% | 0.21% | 1.05% | Q3 2016 | Q3 2023 | 23 |
1834 INVESTMENT ADVISORS CO | 23 | 23 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q2 2022 | 23 |
CARRET ASSET MANAGEMENT, LLC | 23 | 23 | 0.04% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 23 |
OPPENHEIMER & CO INC | 20 | 1 | 0.01% | 0.04% | 0.22% | Q3 2016 | Q3 2023 | 23 |
Gemmer Asset Management LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 23 |
CULLEN/FROST BANKERS, INC. | 19 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 23 |
Tortoise Investment Management, LLC | 20 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 23 |
Evercore Wealth Management, LLC | 17 | 6 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.03% | 0.15% | 1.27% | Q2 2018 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.00% | 0.20% | 0.70% | Q2 2018 | Q3 2023 | 22 |
Capital Advisors, Ltd. LLC | 15 | 7 | 0.00% | 0.17% | 0.31% | Q3 2016 | Q3 2023 | 22 |
Cypress Capital Management LLC (WY) | 22 | 22 | 0.02% | 0.10% | 0.30% | Q3 2016 | Q4 2021 | 22 |
Stratos Wealth Partners, LTD. | 17 | 1 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 22 |
United Asset Strategies, Inc. | 8 | 1 | 0.04% | 0.22% | 0.66% | Q3 2016 | Q3 2023 | 22 |
KEYBANK NATIONAL ASSOCIATION/OH | 18 | 1 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.01% | 0.13% | Q2 2018 | Q3 2023 | 22 |
ATLAS CAPITAL ADVISORS LLC | 12 | 10 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
Global Trust Asset Management, LLC | 22 | 22 | 0.01% | 0.15% | 0.62% | Q2 2018 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 19 | 3 | 0.00% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 22 |
Carroll Financial Associates, Inc. | 22 | 22 | 0.00% | 0.01% | 0.09% | Q3 2016 | Q4 2021 | 22 |
BESSEMER GROUP INC | 17 | 2 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 21 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.10% | 0.65% | Q3 2016 | Q3 2023 | 21 |
Financial Architects, Inc | 17 | 4 | 0.01% | 0.26% | 0.48% | Q3 2016 | Q1 2022 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 4 | 0.00% | 0.39% | 0.81% | Q4 2016 | Q3 2023 | 21 |
Avior Wealth Management, LLC | 11 | 10 | 0.00% | 0.16% | 0.83% | Q3 2016 | Q3 2023 | 21 |
Astor Investment Management LLC | 13 | 1 | 0.14% | 0.90% | 2.39% | Q4 2016 | Q2 2022 | 21 |
Psagot Value Holdings Ltd. | 21 | 21 | 0.01% | 0.90% | 1.53% | Q3 2016 | Q3 2021 | 21 |
HOLLENCREST CAPITAL MANAGEMENT | 14 | 1 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 21 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2022 | 21 |
Trust Co | 20 | 1 | 0.01% | 0.48% | 1.29% | Q3 2016 | Q3 2023 | 21 |
NEXT Financial Group, Inc | 14 | 7 | 0.00% | 0.03% | 0.07% | Q1 2016 | Q4 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Rock Creek Group, LP | 21 | 21 | 0.01% | 0.44% | 1.21% | Q3 2018 | Q3 2023 | 21 |
REGIONS FINANCIAL CORP | 11 | 2 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 21 |
WEDBUSH SECURITIES INC | 21 | 21 | 0.01% | 0.08% | 0.22% | Q2 2018 | Q2 2023 | 21 |
DEUTSCHE BANK AG\ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 21 |
Magnus Financial Group LLC | 20 | 20 | 0.11% | 0.23% | 0.35% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Money Design Co.,Ltd. | 20 | 20 | 1.29% | 1.99% | 2.60% | Q4 2018 | Q3 2023 | 20 |
PATHSTONE FAMILY OFFICE, LLC | 14 | 3 | 0.03% | 0.14% | 0.30% | Q1 2017 | Q3 2023 | 20 |
Texas Yale Capital Corp. | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Sigma Planning Corp | 20 | 20 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q4 2023 | 20 |
Cetera Advisor Networks LLC | 15 | 2 | 0.01% | 0.06% | 0.25% | Q3 2016 | Q3 2023 | 20 |
Sargent Bickham Lagudis LLC | 12 | 1 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q4 2022 | 20 |
Ironwood Financial, llc | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2021 | 20 |
Valeo Financial Advisors, LLC | 19 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q1 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
AE Wealth Management LLC | 17 | 1 | 0.00% | 0.06% | 0.17% | Q3 2018 | Q3 2023 | 20 |
Sterling Investment Advisors, Ltd. | 13 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 20 |
Ayalon Insurance Comp Ltd. | 13 | 2 | 0.00% | 0.47% | 2.56% | Q4 2017 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
ENTERPRISE FINANCIAL SERVICES CORP | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2021 | 20 |
Edmonds Duncan Registered Investment Advisors, LLC | 20 | 20 | 0.09% | 0.13% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Covington Capital Management | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
FIRST INTERSTATE BANK | 10 | 9 | 0.01% | 0.65% | 1.20% | Q4 2018 | Q3 2023 | 19 |
TCI Wealth Advisors, Inc. | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2021 | 19 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 19 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 10 | 9 | 0.04% | 0.10% | 0.46% | Q3 2016 | Q1 2022 | 19 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 10 | 9 | 0.00% | 0.05% | 0.11% | Q3 2016 | Q1 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.01% | 0.12% | 0.24% | Q1 2019 | Q3 2023 | 19 |
Mirae Asset Global Investments Co., Ltd. | 19 | 19 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q3 2023 | 19 |
AGF Investments LLC | 19 | 19 | 0.00% | 0.87% | 2.93% | Q1 2018 | Q3 2022 | 19 |
PINNACLE FINANCIAL PARTNERS INC | 14 | 5 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 19 |
TRUST CO OF OKLAHOMA | 13 | 6 | 0.36% | 0.42% | 0.48% | Q4 2018 | Q3 2023 | 19 |
Cornerstone Wealth Management, LLC | 10 | 1 | 0.03% | 0.09% | 0.14% | Q3 2016 | Q3 2023 | 19 |
Lenox Wealth Advisors, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2022 | 19 |
Trek Financial, LLC | 19 | 19 | 0.06% | 0.23% | 0.53% | Q1 2019 | Q3 2023 | 19 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.31% | 1.03% | Q4 2017 | Q3 2023 | 19 |
BANK OF THE WEST | 13 | 6 | 0.02% | 0.05% | 0.11% | Q1 2017 | Q4 2022 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Cribstone Capital Management, LLC | 15 | 1 | 0.00% | 0.57% | 1.21% | Q3 2016 | Q4 2022 | 19 |
FIRST MERCHANTS CORP | 19 | 19 | 0.10% | 0.28% | 0.56% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Mount Lucas Management LP | 7 | 6 | 0.00% | 1.39% | 3.02% | Q3 2016 | Q1 2022 | 19 |
1ST SOURCE BANK | 19 | 19 | 0.04% | 0.14% | 0.23% | Q1 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Aspire Private Capital, LLC | 17 | 2 | 0.00% | 0.17% | 2.95% | Q4 2018 | Q3 2023 | 19 |
CENTAURUS FINANCIAL, INC. | 10 | 8 | 0.01% | 0.14% | 0.34% | Q2 2018 | Q3 2023 | 18 |
Plante Moran Financial Advisors, LLC | 17 | 1 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 18 |
Beaumont Financial Partners, LLC | 7 | 1 | 0.08% | 0.39% | 0.86% | Q3 2016 | Q4 2021 | 18 |
Parallel Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 15 | 1 | 0.04% | 0.14% | 0.29% | Q3 2016 | Q4 2021 | 18 |
CONNING INC. | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Balentine LLC | 12 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 18 |
Truvestments Capital LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 18 |
Oakworth Capital, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 18 |
Realta Investment Advisors | 14 | 4 | 0.00% | 0.09% | 0.15% | Q1 2019 | Q3 2023 | 18 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.04% | 0.08% | Q2 2017 | Q2 2021 | 17 |
Capital Advisory Group Advisory Services, LLC | 15 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2022 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 17 |
Hudock, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2020 | 17 |
Sound Income Strategies, LLC | 11 | 6 | 0.00% | 0.09% | 0.18% | Q4 2017 | Q3 2023 | 17 |
1832 Asset Management L.P. | 11 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 17 |
Trust Asset Management LLC | 17 | 17 | 0.08% | 0.87% | 1.31% | Q3 2019 | Q3 2023 | 17 |
First Allied Advisory Services, Inc. | 17 | 17 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q3 2020 | 17 |
Pinnacle Advisory Group, Inc. | 17 | 17 | 0.04% | 0.60% | 1.86% | Q4 2016 | Q4 2020 | 17 |
Kingsview Wealth Management, LLC | 6 | 2 | 0.01% | 0.60% | 1.07% | Q2 2018 | Q3 2023 | 17 |
HRT FINANCIAL LP | 6 | 1 | 0.02% | 0.48% | 6.18% | Q3 2016 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
AMG National Trust Bank | 14 | 3 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 17 |
Flaharty Asset Management, LLC | 16 | 1 | 0.00% | 0.27% | 1.85% | Q4 2016 | Q3 2023 | 17 |
CHILTON CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 17 |
Anchor Investment Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2020 | 17 |
Robertson Stephens Wealth Management, LLC | 17 | 17 | 0.05% | 0.09% | 0.17% | Q3 2019 | Q3 2023 | 17 |
Private Capital Group, LLC | 9 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 5 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q2 2023 | 17 |
Court Place Advisors, LLC | 14 | 2 | 0.08% | 0.11% | 0.19% | Q3 2016 | Q3 2020 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.06% | 0.19% | 0.50% | Q4 2019 | Q3 2023 | 16 |
HALL LAURIE J TRUSTEE | 9 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.08% | 0.14% | 0.27% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.04% | 0.28% | 1.41% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.07% | 0.54% | Q2 2019 | Q3 2023 | 16 |
Advanced Asset Management Advisors Inc | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Gradient Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 16 |
Parkside Financial Bank & Trust | 14 | 1 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q3 2023 | 16 |
River Wealth Advisors LLC | 13 | 3 | 0.01% | 0.15% | 0.21% | Q2 2018 | Q3 2023 | 16 |
FINANCIAL COUNSELORS INC | 10 | 6 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2021 | 16 |
StrongBox Wealth, LLC | 16 | 16 | 2.10% | 3.07% | 3.55% | Q1 2020 | Q4 2023 | 16 |
RVW Wealth, LLC | 16 | 16 | 0.12% | 0.17% | 0.30% | Q1 2020 | Q4 2023 | 16 |
Integrated Wealth Concepts LLC | 14 | 2 | 0.01% | 0.04% | 0.14% | Q3 2019 | Q3 2023 | 16 |
Winch Advisory Services, LLC | 15 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 16 |
Country Club Trust Company, n.a. | 11 | 1 | 0.03% | 0.05% | 0.12% | Q3 2016 | Q4 2021 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.11% | 0.16% | 0.29% | Q4 2018 | Q3 2022 | 16 |
Old North State Trust, LLC | 7 | 3 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q1 2023 | 16 |
Sequent Asset Management, LLC | 9 | 7 | 0.18% | 0.37% | 0.59% | Q3 2016 | Q1 2023 | 16 |
WINTRUST INVESTMENTS LLC | 11 | 1 | 0.02% | 0.05% | 0.07% | Q1 2017 | Q4 2022 | 16 |
Virtu Financial LLC | 6 | 1 | 0.02% | 0.25% | 0.72% | Q3 2016 | Q3 2023 | 16 |
TIAA, FSB | 16 | 16 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2023 | 16 |
Capital Analysts, LLC | 8 | 8 | 0.00% | 0.12% | 0.39% | Q3 2016 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2019 | 16 |
American Financial Advisors, LLC | 15 | 15 | 1.18% | 1.65% | 2.90% | Q1 2020 | Q3 2023 | 15 |
STATE STREET CORP | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2022 | 15 |
BOYS ARNOLD & CO INC | 15 | 15 | 0.12% | 0.18% | 0.23% | Q3 2016 | Q1 2020 | 15 |
Community Bank, N.A. | 12 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2020 | 15 |
Foothills Asset Management, Ltd. | 15 | 15 | 0.25% | 0.35% | 0.45% | Q3 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
F3Logic, LLC | 10 | 5 | 0.04% | 0.28% | 0.58% | Q4 2018 | Q4 2022 | 15 |
RFG Advisory, LLC | 15 | 15 | 0.08% | 0.21% | 0.33% | Q1 2020 | Q3 2023 | 15 |
HAMEL ASSOCIATES, INC. | 15 | 15 | 0.09% | 2.92% | 3.85% | Q1 2019 | Q3 2022 | 15 |
Capital Investment Advisory Services, LLC | 8 | 7 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 15 |
HBW ADVISORY SERVICES LLC | 14 | 1 | 0.12% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 15 |
WealthShield Partners, LLC | 4 | 1 | 0.00% | 0.06% | 0.66% | Q4 2017 | Q3 2023 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.21% | 0.42% | Q1 2020 | Q3 2023 | 15 |
REAL ESTATE MANAGEMENT SERVICES LLC | 8 | 2 | 0.23% | 1.85% | 3.13% | Q1 2017 | Q4 2021 | 15 |
Graypoint LLC | 15 | 15 | 0.32% | 0.44% | 0.72% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisors LLC | 10 | 1 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 15 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 6 | 3 | 0.00% | 0.07% | 0.12% | Q3 2016 | Q3 2022 | 15 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 4 | 0.00% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 15 |
FIRST MANHATTAN CO. LLC. | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 15 |
WOODMONT INVESTMENT COUNSEL LLC | 14 | 1 | 0.00% | 0.40% | 0.60% | Q3 2016 | Q3 2023 | 15 |
MEITAV INVESTMENT HOUSE LTD | 11 | 1 | 0.01% | 0.13% | 0.56% | Q3 2018 | Q3 2023 | 15 |
Cranbrook Wealth Management, LLC | 15 | 15 | 0.06% | 0.11% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Marquette Asset Management, LLC | 15 | 15 | 0.08% | 0.10% | 0.13% | Q3 2016 | Q1 2020 | 15 |
TOMPKINS FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 15 |
GREAT VALLEY ADVISOR GROUP, INC. | 15 | 15 | 0.01% | 0.06% | 0.19% | Q1 2020 | Q3 2023 | 15 |
WHALEROCK POINT PARTNERS, LLC | 14 | 14 | 0.15% | 0.21% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.09% | 0.18% | Q3 2018 | Q2 2022 | 14 |
Financial Advocates Investment Management | 12 | 1 | 0.02% | 0.10% | 0.70% | Q3 2019 | Q3 2023 | 14 |
Chesley Taft & Associates LLC | 14 | 14 | 0.16% | 0.17% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Avitas Wealth Management LLC | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
JFS WEALTH ADVISORS, LLC | 10 | 1 | 0.00% | 0.14% | 0.26% | Q3 2016 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
IAG Wealth Partners, LLC | 14 | 14 | 0.01% | 0.07% | 0.17% | Q2 2020 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 14 |
HHM Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.09% | 0.29% | Q2 2020 | Q3 2023 | 14 |
CAPITAL INSIGHT PARTNERS, LLC | 14 | 14 | 0.13% | 1.06% | 1.76% | Q2 2020 | Q3 2023 | 14 |
OPTIMUM INVESTMENT ADVISORS | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2023 | 14 |
SYNOVUS FINANCIAL CORP | 10 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2020 | 14 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 14 |
Zurich Insurance Group Ltd/FI | 12 | 2 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 12 | 2 | 0.01% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 14 |
FOSTER & MOTLEY INC | 14 | 14 | 0.04% | 0.23% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 5 | 1 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q2 2023 | 14 |
Belpointe Asset Management LLC | 9 | 1 | 0.01% | 0.06% | 0.36% | Q2 2018 | Q1 2023 | 14 |
Cordasco Financial Network | 14 | 14 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.01% | 0.14% | 1.20% | Q1 2017 | Q2 2020 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Wagner Wealth Management, LLC | 10 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 14 |
Wealth Advisory Solutions, LLC | 8 | 6 | 0.00% | 0.25% | 0.55% | Q4 2019 | Q2 2023 | 14 |
QUEST INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.06% | 0.55% | 1.09% | Q3 2019 | Q4 2022 | 14 |
Financial Partners Group, Inc | 14 | 14 | 0.06% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.06% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Pinkerton Retirement Specialists, LLC | 14 | 14 | 0.11% | 0.24% | 0.38% | Q2 2020 | Q3 2023 | 14 |
J Arnold Wealth Management Co | 14 | 14 | 0.00% | 0.04% | 0.24% | Q4 2019 | Q1 2023 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q3 2022 | 14 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Madden Advisory Services, Inc. | 10 | 1 | 0.08% | 0.18% | 0.25% | Q3 2016 | Q2 2023 | 14 |
Fusion Family Wealth LLC | 14 | 14 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q1 2020 | 14 |
B. Riley Wealth Advisors, Inc. | 11 | 3 | 0.01% | 0.04% | 0.15% | Q3 2016 | Q3 2023 | 14 |
Aveo Capital Partners, LLC | 14 | 14 | 0.06% | 0.49% | 1.39% | Q2 2020 | Q3 2023 | 14 |
British Airways Pensions Investment Management Ltd | 13 | 13 | 1.39% | 1.88% | 2.45% | Q1 2018 | Q1 2021 | 13 |
SUNTRUST BANKS INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
tru Independence LLC | 11 | 1 | 0.00% | 0.13% | 0.18% | Q4 2019 | Q3 2023 | 13 |
Estate Counselors, LLC | 12 | 1 | 0.10% | 0.40% | 0.56% | Q3 2016 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
BALLAST ADVISORS LLC | 13 | 13 | 0.04% | 0.34% | 0.42% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Bank Julius Baer & Co. Ltd, Zurich | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 13 |
ASSOCIATED BANC-CORP | 10 | 3 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 13 |
Atlas Private Wealth Advisors | 13 | 13 | 0.16% | 1.02% | 2.34% | Q2 2020 | Q2 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 10 | 1 | 0.00% | 0.04% | 0.16% | Q1 2020 | Q3 2023 | 13 |
MFA WEALTH ADVISORS, LLC | 10 | 3 | 0.32% | 0.81% | 3.12% | Q4 2019 | Q2 2023 | 13 |
DOW CHEMICAL CO /DE/ | 9 | 1 | 0.24% | 1.81% | 9.39% | Q3 2016 | Q1 2020 | 13 |
Mutual Advisors, LLC | 13 | 13 | 0.03% | 0.13% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Blue Chip Partners, LLC | 12 | 1 | 0.07% | 0.50% | 1.84% | Q1 2020 | Q3 2023 | 13 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 13 |
55I, LLC | 10 | 3 | 0.03% | 0.06% | 0.17% | Q2 2019 | Q3 2022 | 13 |
Barber Financial Group, Inc. | 13 | 13 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q1 2023 | 13 |
Financial Gravity Asset Management, Inc. | 10 | 3 | 0.00% | 0.06% | 0.14% | Q1 2019 | Q3 2023 | 13 |
Hanlon Investment Management, Inc. | 7 | 2 | 0.52% | 0.83% | 2.77% | Q2 2017 | Q2 2022 | 13 |
LexAurum Advisors, LLC | 13 | 13 | 0.36% | 0.42% | 0.53% | Q3 2020 | Q3 2023 | 13 |
PSI Advisors, LLC | 12 | 1 | 0.00% | 2.20% | 2.98% | Q4 2019 | Q3 2023 | 13 |
Ancora Advisors LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 13 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2019 | 13 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
CIBC WORLD MARKET INC. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 13 |
Mariner, LLC | 12 | 1 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q3 2023 | 13 |
GeoWealth Management, LLC | 13 | 13 | 0.00% | 0.10% | 0.50% | Q3 2020 | Q3 2023 | 13 |
Clearstead Advisors, LLC | 9 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
QCI ASSET MANAGEMENT INC/NY | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 12 |
COMMUNITY TRUST & INVESTMENT CO | 12 | 12 | 0.02% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 12 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 0.16% | 0.54% | 1.74% | Q4 2020 | Q3 2023 | 12 |
NewEdge Advisors, LLC | 10 | 2 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 12 |
COUNTRY TRUST BANK | 9 | 3 | 0.00% | 0.26% | 0.40% | Q3 2016 | Q4 2023 | 12 |
Cavalier Investments, LLC | 5 | 1 | 0.69% | 4.09% | 6.40% | Q3 2016 | Q2 2021 | 12 |
Fortis Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 12 |
Transamerica Financial Advisors, Inc. | 10 | 1 | 0.00% | 0.04% | 0.08% | Q3 2016 | Q2 2020 | 12 |
SevenBridge Financial Group, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2019 | 12 |
KWB Wealth | 12 | 12 | 0.27% | 0.58% | 0.82% | Q4 2020 | Q3 2023 | 12 |
Hugh Johnson Advisors LLC | 12 | 12 | 0.18% | 0.34% | 0.95% | Q3 2016 | Q2 2019 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.04% | 0.09% | 0.15% | Q1 2019 | Q2 2022 | 12 |
CHEMICAL BANK | 12 | 12 | 0.04% | 0.06% | 0.10% | Q3 2016 | Q2 2019 | 12 |
IBERIABANK CORP | 12 | 12 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q2 2020 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.15% | 0.38% | 0.53% | Q2 2020 | Q1 2023 | 12 |
Institute for Wealth Management, LLC. | 7 | 1 | 0.04% | 0.08% | 0.14% | Q2 2017 | Q1 2022 | 12 |
TEXAS PERMANENT SCHOOL FUND CORP | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2020 | 12 |
WASHINGTON TRUST BANK | 11 | 1 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q4 2019 | 12 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 12 | 12 | 0.15% | 1.17% | 1.97% | Q3 2016 | Q2 2019 | 12 |
Wealthspire Advisors, L.P. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2020 | 12 |
Legacy Private Trust Co. | 8 | 1 | 0.06% | 0.26% | 0.52% | Q3 2016 | Q3 2023 | 12 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.04% | 0.20% | Q4 2017 | Q3 2022 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
6 Meridian | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q3 2020 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
Brinker Capital Investments, LLC | 12 | 12 | 0.00% | 0.05% | 0.41% | Q3 2016 | Q2 2019 | 12 |
UMB Bank, n.a. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Russell Investments Group, Ltd. | 10 | 2 | 0.00% | 0.06% | 0.15% | Q4 2016 | Q2 2023 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2019 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
BOKF, NA | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 12 |
Bison Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 12 |
ClearBridge Investments | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 12 |
Aurora Private Wealth, Inc. | 11 | 11 | 0.22% | 0.29% | 0.39% | Q1 2020 | Q3 2022 | 11 |
Krilogy Financial LLC | 7 | 1 | 0.00% | 0.03% | 0.15% | Q3 2016 | Q3 2023 | 11 |
Rice Partnership, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 6 | 1 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q1 2023 | 11 |
Phoenix Holdings Ltd. | 10 | 1 | 0.26% | 1.13% | 1.45% | Q1 2020 | Q3 2023 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
D. SCOTT NEAL, INC. | 8 | 3 | 0.15% | 1.19% | 2.67% | Q2 2019 | Q3 2023 | 11 |
Chesapeake Wealth Management | 11 | 11 | 0.09% | 0.11% | 0.13% | Q1 2021 | Q3 2023 | 11 |
RAYMOND JAMES TRUST N.A. | 8 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 11 |
Meristem Family Wealth, LLC | 6 | 1 | 0.11% | 0.14% | 0.17% | Q1 2018 | Q1 2022 | 11 |
National Mutual Insurance Federation of Agricultural Cooperatives | 11 | 11 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q4 2019 | 11 |
Janney Capital Management LLC | 11 | 11 | 0.58% | 1.02% | 1.42% | Q1 2021 | Q3 2023 | 11 |
Integrated Advisors Network LLC | 9 | 2 | 0.01% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 11 |
V Wealth Advisors LLC | 6 | 1 | 0.00% | 0.17% | 0.28% | Q2 2017 | Q2 2022 | 11 |
Jackson Hole Capital Partners, LLC | 11 | 11 | 0.02% | 0.19% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Octavia Wealth Advisors, LLC | 11 | 11 | 0.54% | 1.41% | 1.97% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.04% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Pflug Koory, LLC | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Wealth Advisors of Tampa Bay, LLC | 11 | 11 | 1.25% | 1.72% | 1.93% | Q1 2021 | Q3 2023 | 11 |
Prentice Wealth Management LLC | 11 | 11 | 0.83% | 4.10% | 7.81% | Q1 2021 | Q3 2023 | 11 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 11 | 11 | 0.93% | 10.27% | 28.98% | Q3 2016 | Q1 2019 | 11 |
K.J. Harrison & Partners Inc | 4 | 1 | 0.05% | 0.07% | 0.10% | Q3 2016 | Q4 2019 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
Sheaff Brock Investment Advisors, LLC | 8 | 3 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 11 |
Loveless Wealth Management LLC | 11 | 11 | 0.18% | 0.58% | 1.04% | Q4 2019 | Q2 2022 | 11 |
Avion Wealth | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
TRUST CO OF VERMONT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Cypress Capital, LLC | 7 | 4 | 0.15% | 0.30% | 0.52% | Q2 2020 | Q1 2023 | 11 |
Colonial River Wealth Management, LLC | 8 | 3 | 0.29% | 0.61% | 0.88% | Q4 2020 | Q3 2023 | 11 |
GPS Wealth Strategies Group, LLC | 11 | 11 | 0.00% | 0.06% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Jump Financial, LLC | 11 | 11 | 0.01% | 0.09% | 0.26% | Q1 2021 | Q3 2023 | 11 |
PUTNAM INVESTMENTS LLC | 6 | 5 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q4 2022 | 11 |
HoyleCohen, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.07% | 0.16% | Q3 2016 | Q3 2023 | 11 |
Zuckerman Investment Group, LLC | 11 | 11 | 0.06% | 0.11% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Ledyard National Bank | 10 | 10 | 0.01% | 0.05% | 0.06% | Q3 2016 | Q4 2018 | 10 |
Bank of New Hampshire | 10 | 10 | 0.00% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 2 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q1 2023 | 10 |
State of Alaska, Department of Revenue | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2023 | 10 |
Donald L. Hagan, LLC | 9 | 1 | 0.14% | 0.34% | 0.51% | Q4 2019 | Q3 2022 | 10 |
Roble, Belko & Company, Inc | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Horizon Investments, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Patten Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q4 2018 | 10 |
Itau Unibanco Holding S.A. | 7 | 3 | 0.08% | 0.18% | 0.38% | Q3 2016 | Q4 2022 | 10 |
Western Wealth Management, LLC | 8 | 1 | 0.06% | 0.32% | 0.61% | Q1 2020 | Q3 2023 | 10 |
PFG Advisors | 10 | 10 | 0.03% | 0.05% | 0.10% | Q1 2021 | Q2 2023 | 10 |
Arkadios Wealth Advisors | 10 | 10 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Royal Harbor Partners, LLC | 5 | 2 | 0.18% | 0.38% | 0.76% | Q4 2019 | Q2 2023 | 10 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
Activest Wealth Management | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Kessler Investment Group, LLC | 5 | 1 | 0.00% | 0.28% | 0.68% | Q3 2016 | Q3 2023 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 10 |
Milestone Advisory Partners | 7 | 3 | 0.18% | 1.89% | 2.38% | Q3 2019 | Q2 2022 | 10 |
Moors & Cabot, Inc. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 10 |
Neuberger Berman Group LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 10 |
SouthState Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Lloyds Banking Group plc | 10 | 10 | 0.03% | 0.05% | 0.06% | Q3 2016 | Q4 2018 | 10 |
Alphadyne Asset Management LP | 5 | 5 | 0.07% | 0.31% | 0.63% | Q3 2022 | Q3 2023 | 10 |
Clarity Financial LLC | 9 | 1 | 0.35% | 0.93% | 1.42% | Q4 2020 | Q2 2023 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.02% | 0.07% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Castle Rock Wealth Management, LLC | 10 | 10 | 0.21% | 0.33% | 0.44% | Q2 2021 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 10 |
Banque Cantonale Vaudoise | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
HOWE & RUSLING INC | 5 | 1 | 0.00% | 0.03% | 0.12% | Q3 2016 | Q1 2023 | 10 |
SeaCrest Wealth Management, LLC | 6 | 4 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 10 |
Solstein Capital, LLC | 10 | 10 | 0.15% | 0.67% | 2.39% | Q2 2021 | Q3 2023 | 10 |
Birchcreek Wealth Management, LLC | 7 | 3 | 0.18% | 0.25% | 0.38% | Q4 2020 | Q3 2023 | 10 |
Wealthstreet Investment Advisors, LLC | 10 | 10 | 0.06% | 0.14% | 0.18% | Q4 2018 | Q1 2021 | 10 |
BRR OpCo, LLC | 9 | 1 | 0.03% | 0.08% | 0.11% | Q4 2019 | Q3 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q1 2023 | 10 |
ING GROEP NV | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Core Alternative Capital | 8 | 2 | 0.00% | 0.14% | 0.40% | Q1 2021 | Q3 2023 | 10 |
MAI Capital Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Avidian Wealth Solutions, LLC | 10 | 10 | 0.03% | 0.33% | 0.74% | Q1 2021 | Q2 2023 | 10 |
Mercer Capital Advisers, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2018 | 10 |
Hall Kathryn A. | 10 | 10 | 0.11% | 0.13% | 0.16% | Q3 2020 | Q4 2022 | 10 |
SEAVIEW INVESTMENT MANAGERS LLC | 8 | 2 | 0.07% | 0.19% | 0.38% | Q3 2020 | Q2 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
PIN OAK INVESTMENT ADVISORS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PEOPLES FINANCIAL SERVICES CORP. | 10 | 10 | 0.00% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Newfound Research LLC | 3 | 1 | 0.00% | 0.43% | 1.29% | Q3 2016 | Q3 2022 | 10 |
Ranch Capital Advisors Inc. | 10 | 10 | 0.52% | 0.65% | 0.71% | Q2 2021 | Q3 2023 | 10 |
PineBridge Investments, L.P. | 10 | 10 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q4 2021 | 10 |
BB&T SECURITIES, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
COMERICA SECURITIES,INC. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
FOUNDERS FINANCIAL SECURITIES LLC | 10 | 10 | 0.04% | 0.09% | 0.20% | Q2 2021 | Q3 2023 | 10 |
WESPAC Advisors SoCal, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 10 |
Lido Advisors, LLC | 5 | 4 | 0.00% | 0.54% | 1.26% | Q1 2019 | Q2 2022 | 9 |
SEI INVESTMENTS CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 1 | 0.07% | 0.19% | 0.71% | Q1 2017 | Q3 2022 | 9 |
Vantage Investment Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 9 |
3D/L Capital Management, LLC | 6 | 3 | 0.00% | 0.14% | 0.24% | Q4 2020 | Q3 2023 | 9 |
Asset Dedication, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2023 | 9 |
Csenge Advisory Group | 4 | 1 | 0.00% | 0.30% | 0.70% | Q3 2018 | Q3 2022 | 9 |
Darwin Wealth Management, LLC | 8 | 1 | 0.00% | 0.09% | 0.14% | Q1 2020 | Q1 2023 | 9 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 8 | 1 | 0.01% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 9 |
Intellectus Partners, LLC | 8 | 1 | 0.01% | 0.04% | 0.05% | Q4 2016 | Q1 2019 | 9 |
Brookstone Capital Management | 6 | 3 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
VALLEY NATIONAL ADVISERS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q1 2021 | 9 |
WEALTHSOURCE PARTNERS, LLC | 5 | 3 | 0.00% | 0.09% | 0.22% | Q3 2019 | Q3 2022 | 9 |
Clal Insurance Enterprises Holdings Ltd | 5 | 1 | 0.01% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 9 |
Walkner Condon Financial Advisors LLC | 9 | 9 | 0.24% | 0.43% | 0.95% | Q3 2021 | Q3 2023 | 9 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.01% | 0.06% | 0.21% | Q3 2016 | Q3 2023 | 9 |
Cresset Asset Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 9 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 9 |
Simplicity Solutions, LLC | 6 | 1 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 9 |
Proquility Private Wealth Partners, LLC | 8 | 1 | 0.26% | 0.45% | 0.64% | Q4 2020 | Q3 2023 | 9 |
PRUDENTIAL FINANCIAL INC | 9 | 9 | 0.00% | 0.01% | 0.06% | Q3 2021 | Q3 2023 | 9 |
SUN LIFE FINANCIAL INC | 9 | 9 | 0.22% | 0.66% | 2.39% | Q3 2016 | Q3 2018 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 0.52% | 0.86% | 1.44% | Q3 2021 | Q3 2023 | 9 |
CreativeOne Wealth, LLC | 6 | 3 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 9 |
BOSTON FINANCIAL MANGEMENT LLC | 6 | 3 | 0.01% | 0.06% | 0.11% | Q3 2016 | Q4 2022 | 9 |
NWAM LLC | 7 | 2 | 0.03% | 0.07% | 0.33% | Q4 2019 | Q3 2023 | 9 |
Dakota Wealth Management | 5 | 4 | 0.11% | 0.36% | 0.50% | Q1 2019 | Q3 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.13% | 0.16% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Exchange Capital Management, Inc. | 9 | 9 | 0.00% | 0.03% | 0.26% | Q3 2016 | Q3 2018 | 9 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 9 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.00% | 0.12% | 1.04% | Q4 2018 | Q4 2020 | 9 |
Archford Capital Strategies, LLC | 6 | 3 | 0.01% | 0.03% | 0.14% | Q3 2016 | Q2 2019 | 9 |
Betterment LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 9 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 9 |
Advisory Resource Group | 8 | 1 | 0.08% | 0.56% | 0.98% | Q2 2021 | Q3 2023 | 9 |
CSat Investment Advisory, L.P. | 9 | 9 | 0.01% | 0.06% | 0.12% | Q2 2018 | Q2 2020 | 9 |
TOTH FINANCIAL ADVISORY CORP | 5 | 1 | 0.00% | 0.04% | 0.31% | Q3 2016 | Q2 2023 | 9 |
BANK HAPOALIM BM | 6 | 3 | 0.11% | 0.28% | 0.40% | Q3 2016 | Q4 2019 | 9 |
Gunma Bank,Ltd. | 9 | 9 | 2.36% | 5.78% | 12.36% | Q3 2021 | Q3 2023 | 9 |
VALLEY WEALTH MANAGERS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 9 |
SIGNATUREFD, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 9 |
Gerber Kawasaki Wealth & Investment Management | 9 | 9 | 0.15% | 0.81% | 1.06% | Q3 2021 | Q3 2023 | 9 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Addison Advisors LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Good Life Advisors, LLC | 5 | 3 | 0.05% | 0.14% | 0.21% | Q3 2021 | Q3 2023 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.80% | 0.92% | 0.99% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PREMIER ASSET MANAGEMENT LLC | 8 | 8 | 0.06% | 0.15% | 0.28% | Q3 2020 | Q2 2022 | 8 |
Advisor Resource Council | 8 | 8 | 0.20% | 0.94% | 1.63% | Q2 2021 | Q1 2023 | 8 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q2 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
First Personal Financial Services | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2022 | 8 |
New Millennium Group LLC | 8 | 8 | 0.03% | 1.94% | 7.39% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.00% | 1.28% | 5.18% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2021 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Hirtle Callaghan & Co LLC | 6 | 2 | 0.01% | 0.07% | 0.39% | Q2 2020 | Q3 2023 | 8 |
Cable Hill Partners, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 8 |
Cullen Capital Management, LLC | 6 | 2 | 0.00% | 0.11% | 0.35% | Q3 2021 | Q3 2023 | 8 |
TIFF ADVISORY SERVICES, LLC | 5 | 3 | 1.08% | 3.55% | 5.76% | Q4 2020 | Q4 2022 | 8 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 8 |
Eudaimonia Partners, LLC | 4 | 1 | 0.00% | 0.35% | 0.81% | Q4 2019 | Q3 2023 | 8 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.20% | 0.53% | 0.71% | Q3 2020 | Q2 2023 | 8 |
FLAGSTAR ADVISORS INC | 7 | 1 | 0.00% | 0.17% | 0.26% | Q3 2021 | Q3 2023 | 8 |
HOEY INVESTMENTS, INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Perigon Wealth Management, LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.19% | 0.57% | 1.32% | Q4 2021 | Q3 2023 | 8 |
Koshinski Asset Management, Inc. | 4 | 2 | 0.01% | 0.07% | 0.17% | Q2 2018 | Q2 2022 | 8 |
D L CARLSON INVESTMENT GROUP INC | 7 | 1 | 0.08% | 0.10% | 0.12% | Q3 2016 | Q3 2022 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.47% | 0.54% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.02% | 0.14% | 0.31% | Q4 2021 | Q3 2023 | 8 |
LAKE STREET PRIVATE WEALTH, LLC | 8 | 8 | 0.05% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.27% | 0.97% | 1.76% | Q4 2020 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sutton Wealth Advisors Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 8 |
EVERMAY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Atom Investors LP | 5 | 3 | 0.09% | 0.63% | 1.14% | Q4 2019 | Q4 2021 | 8 |
NATIXIS | 4 | 1 | 0.00% | 0.03% | 0.13% | Q3 2016 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.30% | 0.45% | 0.68% | Q1 2021 | Q3 2023 | 8 |
STEPHENS INC /AR/ | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Avestar Capital, LLC | 4 | 4 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q1 2022 | 8 |
Beck Bode, LLC | 6 | 1 | 0.00% | 0.32% | 0.47% | Q3 2020 | Q3 2023 | 8 |
Timber Hill LLC | 4 | 4 | 0.00% | 0.04% | 0.16% | Q4 2015 | Q4 2017 | 8 |
Almanack Investment Partners, LLC. | 4 | 4 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 2.01% | 2.98% | 4.27% | Q4 2021 | Q3 2023 | 8 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q4 2020 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q1 2023 | 8 |
IFG Advisory, LLC | 8 | 8 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q4 2022 | 8 |
Providence Capital Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 8 |
Keystone Financial Group | 4 | 1 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q2 2023 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.14% | 0.25% | 0.47% | Q4 2021 | Q3 2023 | 8 |
JOHNSON INVESTMENT COUNSEL INC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 8 |
BANK OF NOVA SCOTIA | 5 | 3 | 0.00% | 0.05% | 0.10% | Q3 2016 | Q2 2022 | 8 |
HERBST GROUP, LLC | 8 | 8 | 0.36% | 0.74% | 1.00% | Q4 2021 | Q3 2023 | 8 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Long Run Wealth Advisors, LLC | 7 | 7 | 0.08% | 0.39% | 0.46% | Q4 2021 | Q2 2023 | 7 |
Sequoia Financial Advisors, LLC | 7 | 7 | 0.02% | 0.07% | 0.13% | Q1 2022 | Q3 2023 | 7 |
WALLER FINANCIAL PLANNING GROUP, INC | 7 | 7 | 4.16% | 4.64% | 5.08% | Q2 2022 | Q4 2023 | 7 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q2 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
VisionPoint Advisory Group, LLC | 7 | 7 | 0.12% | 0.35% | 0.58% | Q4 2020 | Q2 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Bernardo Wealth Planning LLC | 4 | 3 | 0.11% | 0.15% | 0.18% | Q1 2019 | Q4 2020 | 7 |
BerganKDV Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 7 |
WealthTrust Fairport, LLC | 7 | 7 | 0.65% | 0.74% | 0.93% | Q3 2017 | Q1 2019 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.11% | 0.23% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Lloyd Advisory Services, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
MONROE BANK & TRUST/MI | 4 | 3 | 0.00% | 0.02% | 0.10% | Q3 2016 | Q2 2018 | 7 |
SkyView Investment Advisors, LLC | 7 | 7 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q1 2023 | 7 |
Carmichael Hill & Associates, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
INNEALTA CAPITAL, LLC | 4 | 1 | 0.27% | 0.93% | 1.47% | Q2 2019 | Q4 2022 | 7 |
Providence First Trust Co | 4 | 1 | 0.02% | 1.04% | 2.64% | Q3 2019 | Q3 2023 | 7 |
AlphaCore Capital LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Moneda S.A. Administradora General de Fondos | 7 | 7 | 0.11% | 0.20% | 0.27% | Q2 2021 | Q4 2022 | 7 |
CAPITAL WEALTH MANAGEMENT, LLC | 7 | 7 | 0.19% | 2.45% | 3.85% | Q1 2022 | Q3 2023 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 2 | 0.22% | 0.30% | 0.54% | Q3 2019 | Q1 2022 | 7 |
CIBC Private Wealth Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 7 |
Kaizen Financial Strategies | 6 | 1 | 0.21% | 0.44% | 0.94% | Q3 2021 | Q3 2023 | 7 |
Windsor Wealth Management, Inc. | 4 | 3 | 0.08% | 0.14% | 0.19% | Q4 2017 | Q2 2020 | 7 |
FDx Advisors, Inc. | 4 | 1 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.26% | 0.44% | 0.56% | Q4 2021 | Q3 2023 | 7 |
Wayfinding Financial, LLC | 7 | 7 | 1.47% | 3.45% | 4.39% | Q4 2021 | Q2 2023 | 7 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 7 |
TCF National Bank | 7 | 7 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q1 2021 | 7 |
Warwick Investment Management, Inc. | 4 | 3 | 0.25% | 1.33% | 2.77% | Q4 2021 | Q3 2023 | 7 |
Strengthening Families & Communities, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Savior LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 7 |
CUE ADVISORY SERVICES, INC. | 7 | 7 | 0.18% | 0.39% | 0.64% | Q4 2016 | Q2 2018 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
Redhawk Wealth Advisors, Inc. | 4 | 1 | 0.05% | 0.84% | 3.60% | Q2 2019 | Q1 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
EP Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.09% | 0.57% | Q4 2020 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2018 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.03% | 0.10% | Q1 2022 | Q3 2023 | 7 |
DOHJ, LLC | 7 | 7 | 0.13% | 1.02% | 1.67% | Q1 2021 | Q3 2022 | 7 |
Ausdal Financial Partners, Inc. | 7 | 7 | 0.18% | 0.74% | 1.36% | Q3 2020 | Q1 2022 | 7 |
M&R CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2018 | 7 |
Armor Investment Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CSS LLC/IL | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 7 |
Prestige Wealth Management Group LLC | 4 | 2 | 0.00% | 0.97% | 2.50% | Q1 2020 | Q1 2023 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.01% | 1.63% | 4.91% | Q4 2021 | Q1 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.03% | 0.15% | Q4 2018 | Q3 2021 | 6 |
Risk Paradigm Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
Alpine Global Management, LLC | 2 | 1 | 0.05% | 0.17% | 0.29% | Q2 2017 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Corsicana & Co. | 6 | 6 | 0.69% | 0.75% | 0.80% | Q2 2021 | Q3 2022 | 6 |
Piscataqua Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SVB WEALTH LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
Ellsworth Advisors, LLC | 6 | 6 | 0.65% | 0.82% | 1.02% | Q2 2022 | Q3 2023 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Cumberland Partners Ltd | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2022 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Rampart Investment Management Company, LLC | 4 | 1 | 0.02% | 0.06% | 0.16% | Q2 2018 | Q1 2020 | 6 |
Barnett & Company, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
Hilltop Holdings Inc. | 4 | 1 | 0.17% | 0.51% | 0.89% | Q1 2018 | Q2 2022 | 6 |
Hardy Reed LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
CHOREO, LLC | 6 | 6 | 0.17% | 0.22% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Meiji Yasuda Life Insurance Co | 6 | 6 | 0.04% | 0.09% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Western Pacific Wealth Management, LP | 6 | 6 | 0.00% | 0.05% | 0.18% | Q4 2021 | Q1 2023 | 6 |
First Command Bank | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2022 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Mechanics Financial Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Lee Capital Management LP | 6 | 6 | 0.56% | 0.71% | 0.76% | Q4 2016 | Q1 2018 | 6 |
Ten Capital Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.49% | 1.13% | Q3 2020 | Q1 2023 | 6 |
CWH Capital Management, Inc. | 6 | 6 | 1.76% | 4.13% | 4.81% | Q3 2019 | Q4 2020 | 6 |
JNBA Financial Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Measured Wealth Private Client Group, LLC | 6 | 6 | 0.09% | 0.75% | 1.26% | Q3 2021 | Q4 2022 | 6 |
PEDDOCK CAPITAL ADVISORS, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
MURPHY CAPITAL MANAGEMENT INC | 5 | 1 | 0.04% | 0.08% | 0.27% | Q3 2016 | Q2 2022 | 6 |
LINCOLN NATIONAL CORP | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Concord Wealth Partners | 4 | 1 | 0.00% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 6 |
Hochman Cole Investment Advisors, Inc. | 6 | 6 | 0.19% | 0.25% | 0.45% | Q3 2016 | Q4 2017 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 6 | 0.02% | 0.07% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Crewe Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 6 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 6 | 6 | 0.09% | 0.11% | 0.16% | Q3 2016 | Q4 2017 | 6 |
AFAM CAPITAL, INC. | 5 | 1 | 0.15% | 0.24% | 0.49% | Q3 2016 | Q1 2018 | 6 |
Bell Rock Capital LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Brio Consultants, LLC | 6 | 6 | 1.03% | 1.39% | 1.85% | Q2 2022 | Q3 2023 | 6 |
Horan Securities, Inc. | 5 | 1 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q2 2023 | 6 |
DAVENPORT & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ROCKEFELLER FINANCIAL SERVICES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 6 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 6 |
Landsberg, Bennett, & Dubbaneh LLC | 5 | 1 | 0.05% | 0.12% | 0.22% | Q4 2018 | Q3 2021 | 6 |
WINTON GROUP Ltd | 3 | 1 | 0.01% | 0.56% | 1.95% | Q3 2020 | Q3 2023 | 6 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 5 | 1 | 0.64% | 1.33% | 1.79% | Q3 2021 | Q2 2023 | 6 |
PETTYJOHN, WOOD & WHITE, INC | 4 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 6 |
Lee Capital Holdings LLC | 4 | 2 | 0.66% | 1.34% | 1.74% | Q2 2018 | Q4 2019 | 6 |
SECURITY NATIONAL TRUST CO | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2020 | 6 |
Ahrens Investment Partners LLC | 3 | 1 | 0.03% | 0.08% | 0.13% | Q1 2019 | Q1 2023 | 6 |
First Command Financial Services, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2022 | 6 |
Glovista Investments LLC | 4 | 1 | 0.34% | 0.81% | 2.15% | Q2 2019 | Q4 2021 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CNB Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.19% | 0.33% | Q4 2017 | Q2 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.13% | 0.17% | 0.22% | Q2 2022 | Q3 2023 | 6 |
SkyOak Wealth, LLC | 6 | 6 | 0.08% | 0.56% | 1.56% | Q3 2021 | Q4 2022 | 6 |
Brown Advisory Securities, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
Capital Bank & Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Winfield Associates, Inc. | 6 | 6 | 0.03% | 0.16% | 0.41% | Q3 2016 | Q4 2017 | 6 |
FormulaFolio Investments, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2019 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q1 2021 | 6 |
Secure Asset Management, LLC | 6 | 6 | 0.12% | 0.18% | 0.27% | Q2 2021 | Q3 2022 | 6 |
NOVARE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q2 2022 | 6 |
PICTET BANK & TRUST Ltd | 6 | 6 | 0.22% | 0.27% | 0.40% | Q3 2016 | Q4 2017 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5 | 1 | 0.00% | 0.03% | 0.10% | Q1 2022 | Q3 2023 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Stillwater Investment Management, LLC | 5 | 1 | 0.34% | 0.38% | 0.41% | Q3 2016 | Q1 2018 | 6 |
Tidal Investments LLC | 4 | 1 | 0.01% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 6 |
Altavista Wealth Management, Inc. | 6 | 6 | 0.17% | 0.27% | 0.36% | Q3 2020 | Q4 2021 | 6 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q1 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Strategic Wealth Partners, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Smithfield Trust Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
SAWGRASS ASSET MANAGEMENT LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 6 |
Full Sail Capital, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 3 | 2 | 0.13% | 0.16% | 0.20% | Q3 2018 | Q2 2020 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2021 | 5 |
SCOTIA CAPITAL INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
LDR Capital Management LLC | 5 | 5 | 0.97% | 1.89% | 2.43% | Q3 2022 | Q3 2023 | 5 |
Triumph Capital Management | 3 | 2 | 0.10% | 0.40% | 0.87% | Q1 2022 | Q3 2023 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2017 | 5 |
FRG Family Wealth Advisors LLC | 5 | 5 | 0.09% | 0.13% | 0.19% | Q1 2022 | Q1 2023 | 5 |
ROVIN CAPITAL /UT/ /ADV | 3 | 2 | 0.13% | 0.16% | 0.17% | Q3 2021 | Q3 2023 | 5 |
Dougherty Wealth Advisers LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Live Your Vision, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
Conservest Capital Advisors, Inc. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 5 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2018 | 5 |
Bard Financial Services, Inc. | 5 | 5 | 0.09% | 0.17% | 0.24% | Q2 2022 | Q2 2023 | 5 |
Centerpoint Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
WESPAC Advisors, LLC | 4 | 1 | 0.29% | 1.10% | 2.00% | Q4 2020 | Q1 2022 | 5 |
First Capital Advisors Group, LLC. | 4 | 1 | 0.00% | 0.08% | 0.14% | Q1 2018 | Q2 2023 | 5 |
Seven Springs Wealth Group, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q1 2021 | 5 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2023 | 5 |
Tatro Capital, LLC | 5 | 5 | 0.97% | 1.20% | 1.52% | Q4 2019 | Q4 2020 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.06% | 0.09% | 0.15% | Q1 2021 | Q2 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.16% | Q1 2019 | Q1 2022 | 5 |
Apexium Financial, LP | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Richard Bernstein Advisors LLC | 4 | 1 | 0.00% | 1.02% | 1.34% | Q3 2016 | Q1 2020 | 5 |
Dynamic Advisor Solutions LLC | 3 | 2 | 0.04% | 0.06% | 0.11% | Q3 2016 | Q3 2023 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Stelac Advisory Services LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q3 2017 | 5 |
Bowling Portfolio Management LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2017 | 5 |
ENCOMPASS WEALTH ADVISORS, LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q1 2022 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Chanos & Co LP | 5 | 5 | 0.12% | 0.21% | 0.44% | Q4 2018 | Q4 2019 | 5 |
People's United Financial, Inc. | 4 | 1 | 0.00% | 0.03% | 0.12% | Q3 2016 | Q2 2018 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q4 2021 | Q3 2023 | 5 |
Winslow, Evans & Crocker, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2020 | 5 |
Portfolio Strategies, Inc. | 4 | 1 | 0.00% | 1.26% | 6.29% | Q4 2017 | Q3 2019 | 5 |
Adams Chetwood Wealth Management LLC | 5 | 5 | 2.20% | 2.43% | 2.78% | Q1 2021 | Q1 2022 | 5 |
Act Two Investors LLC | 2 | 1 | 0.17% | 0.51% | 1.21% | Q4 2020 | Q1 2023 | 5 |
Compagnie Lombard Odier SCmA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 5 |
BARINGS LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2019 | 5 |
Advisors Preferred, LLC | 2 | 1 | 0.03% | 1.44% | 6.97% | Q3 2018 | Q4 2021 | 5 |
Purus Wealth Management, LLC | 5 | 5 | 0.13% | 0.16% | 0.21% | Q4 2020 | Q4 2021 | 5 |
GABLES CAPITAL MANAGEMENT INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
PRICE T ROWE ASSOCIATES INC /MD/ | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Principle Wealth Partners LLC | 4 | 1 | 0.00% | 0.09% | 0.18% | Q2 2020 | Q3 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.07% | 0.21% | Q4 2021 | Q4 2022 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2020 | 5 |
MCKINLEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
COHEN & STEERS, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
ARKANSAS FINANCIAL GROUP, INC. | 5 | 5 | 0.07% | 0.19% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Bridgeworth, LLC | 4 | 1 | 0.00% | 0.20% | 0.28% | Q2 2018 | Q3 2023 | 5 |
CASTLE WEALTH MANAGEMENT LLC | 5 | 5 | 0.07% | 0.32% | 0.71% | Q2 2022 | Q2 2023 | 5 |
HawsGoodwin Investment Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
FIRST COMMUNITY TRUST NA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.12% | 0.14% | 0.14% | Q3 2022 | Q3 2023 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
COOKSON PEIRCE & CO INC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 5 |
Intergy Private Wealth, LLC | 5 | 5 | 0.49% | 0.64% | 0.81% | Q3 2022 | Q3 2023 | 5 |
JD Financial Services Inc. | 5 | 5 | 0.25% | 2.39% | 5.50% | Q4 2020 | Q4 2021 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Vectors Research Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.67% | 0.77% | 0.84% | Q4 2021 | Q4 2022 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
THOMPSON DAVIS & CO., INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2017 | 5 |
Alexandria Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
AlphaCentric Advisors LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
EATON VANCE MANAGEMENT | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 5 |
Delta Investment Management, LLC | 3 | 2 | 0.07% | 0.36% | 0.85% | Q3 2019 | Q4 2020 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
BERRY GROUP, LLC | 5 | 5 | 0.23% | 0.29% | 0.33% | Q4 2019 | Q4 2020 | 5 |
SMITH SHELLNUT WILSON LLC /ADV | 5 | 5 | 0.13% | 0.17% | 0.22% | Q3 2021 | Q3 2022 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Aprio Wealth Management, LLC | 5 | 5 | 0.54% | 0.95% | 1.18% | Q1 2022 | Q1 2023 | 5 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5 | 5 | 0.07% | 0.09% | 0.12% | Q3 2016 | Q3 2017 | 5 |
Beaumont Capital Management, LLC | 5 | 5 | 3.93% | 5.58% | 6.69% | Q1 2021 | Q1 2022 | 5 |
WCG Wealth Advisors LLC | 5 | 5 | 0.11% | 3.76% | 5.49% | Q3 2022 | Q3 2023 | 5 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 5 | 5 | 1.80% | 1.89% | 2.07% | Q1 2019 | Q1 2020 | 5 |
Caption Management, LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q2 2023 | Q3 2023 | 4 |
Tennessee Valley Asset Management Partners | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2022 | 4 |
Stockman Wealth Management, Inc. | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 4 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2021 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.45% | 0.78% | 1.76% | Q4 2022 | Q3 2023 | 4 |
Lavaca Capital LLC | 4 | 4 | 0.06% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Redwood Financial Network Corp | 4 | 4 | 0.30% | 0.76% | 1.18% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.12% | 0.45% | Q2 2023 | Q3 2023 | 4 |
BKS ADVISORS, LLC | 4 | 4 | 1.42% | 1.70% | 2.39% | Q3 2016 | Q2 2017 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.28% | 0.28% | 0.29% | Q4 2018 | Q3 2019 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.07% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Julex Capital Management, LLC | 4 | 4 | 0.03% | 7.92% | 13.54% | Q4 2018 | Q3 2019 | 4 |
Financial Freedom, LLC | 4 | 4 | 2.55% | 2.94% | 3.48% | Q4 2022 | Q3 2023 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Baystate Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
AMJ Financial Wealth Management | 4 | 4 | 0.17% | 0.22% | 0.25% | Q2 2021 | Q1 2022 | 4 |
Northeast Financial Group, Inc. | 4 | 4 | 1.52% | 2.24% | 2.82% | Q2 2021 | Q1 2022 | 4 |
Founders Capital Management | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Walleye Capital LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q2 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.08% | 0.15% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Ford Financial Group, LLC | 2 | 1 | 0.00% | 0.14% | 0.22% | Q2 2019 | Q3 2022 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.66% | 0.73% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q3 2016 | Q2 2017 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Alta Wealth Advisors LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Forefront Analytics, LLC | 4 | 4 | 0.52% | 0.56% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Ensign Peak Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 4 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.06% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Quadrant Capital Management, LLC | 4 | 4 | 0.39% | 0.41% | 0.45% | Q3 2016 | Q2 2017 | 4 |
SILVERLAKE WEALTH MANAGEMENT LLC | 4 | 4 | 0.18% | 0.21% | 0.24% | Q4 2021 | Q3 2022 | 4 |
Bayesian Capital Management, LP | 2 | 1 | 0.04% | 0.08% | 0.17% | Q4 2019 | Q4 2022 | 4 |
WFG Advisors, LP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q2 2017 | 4 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 4 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Faithward Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
BCS Wealth Management | 4 | 4 | 0.15% | 0.24% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Asset Allocation Strategies LLC | 4 | 4 | 1.82% | 2.26% | 2.68% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.52% | 0.56% | 0.62% | Q4 2022 | Q3 2023 | 4 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 4 |
Scott Capital Advisors, LLC | 4 | 4 | 0.23% | 0.35% | 0.45% | Q4 2022 | Q3 2023 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q2 2017 | 4 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2022 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Freedom Investment Management, Inc. | 2 | 1 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 4 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.10% | 0.34% | Q3 2019 | Q1 2023 | 4 |
U S GLOBAL INVESTORS INC | 3 | 1 | 0.09% | 0.24% | 0.34% | Q3 2017 | Q2 2019 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.13% | 0.28% | 0.45% | Q4 2021 | Q3 2022 | 4 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4 | 4 | 0.02% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Ballentine Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.09% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.05% | 0.15% | Q3 2020 | Q3 2023 | 4 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2017 | 4 |
Kistler-Tiffany Companies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 0.68% | 0.84% | 1.00% | Q4 2016 | Q3 2017 | 4 |
TCTC Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Trexquant Investment LP | 2 | 1 | 0.04% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 4 |
Independent Advisor Alliance | 4 | 4 | 0.00% | 0.07% | 0.12% | Q4 2018 | Q3 2019 | 4 |
Procyon Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q4 2022 | 4 |
Prostatis Group LLC | 1 | 1 | 0.01% | 1.17% | 2.19% | Q2 2021 | Q2 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 4 |
FIDUCIARY TRUST CO | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 4 |
NOMURA HOLDINGS INC | 2 | 1 | 0.01% | 0.19% | 0.44% | Q3 2016 | Q1 2019 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Texas Capital Bank Wealth Management Services Inc | 2 | 1 | 0.10% | 0.26% | 0.40% | Q4 2019 | Q3 2021 | 4 |
Legacy Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 4 |
Independence Bank of Kentucky | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
MOULTON WEALTH MANAGEMENT, INC | 4 | 4 | 2.29% | 3.27% | 4.34% | Q1 2021 | Q4 2021 | 4 |
ARISTEIA CAPITAL, L.L.C. | 2 | 2 | 0.05% | 0.07% | 0.08% | Q1 2020 | Q2 2020 | 4 |
Golden State Equity Partners | 3 | 1 | 0.12% | 0.18% | 0.27% | Q2 2021 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q2 2023 | 4 |
GoalVest Advisory LLC | 2 | 2 | 0.74% | 0.86% | 0.92% | Q1 2021 | Q2 2022 | 4 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.75% | 0.83% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GM Advisory Group, LLC | 4 | 4 | 2.51% | 3.51% | 4.68% | Q2 2021 | Q1 2022 | 4 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
K2 PRINCIPAL FUND, L.P. | 2 | 1 | 0.03% | 0.10% | 0.18% | Q3 2016 | Q3 2021 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
SYM FINANCIAL Corp | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 4 |
Stratos Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.17% | 0.24% | Q1 2020 | Q4 2021 | 4 |
KHP Capital, LLC | 4 | 4 | 0.56% | 0.58% | 0.60% | Q4 2017 | Q3 2018 | 4 |
Virtus Fund Advisers, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
O'ROURKE & COMPANY, Inc | 4 | 4 | 0.35% | 0.40% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Spruce Investment Advisors LLC | 4 | 4 | 0.08% | 0.26% | 0.56% | Q4 2016 | Q3 2017 | 4 |
EAGLE GLOBAL ADVISORS LLC | 4 | 4 | 0.11% | 0.12% | 0.12% | Q1 2017 | Q4 2017 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Partnervest Advisory Services LLC | 1 | 1 | 0.00% | 0.11% | 0.44% | Q4 2016 | Q1 2019 | 4 |
Marshall Financial Group LLC | 4 | 4 | 0.26% | 0.42% | 0.57% | Q4 2021 | Q3 2022 | 4 |
LOWERY THOMAS, LLC | 4 | 4 | 1.82% | 2.16% | 2.53% | Q4 2021 | Q3 2022 | 4 |
MOTCO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 4 |
RWA WEALTH PARTNERS, LLC | 3 | 1 | 0.00% | 0.06% | 0.09% | Q2 2018 | Q4 2021 | 4 |
OLD SECOND NATIONAL BANK OF AURORA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Sepio Capital, LP | 4 | 4 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q4 2019 | 4 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 2 | 0.03% | 0.14% | 0.32% | Q3 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 1.92% | 1.95% | 2.00% | Q4 2022 | Q3 2023 | 4 |
Mint Tower Capital Management B.V. | 2 | 2 | 0.11% | 0.65% | 1.04% | Q3 2018 | Q4 2018 | 4 |
ASSET MANAGEMENT CORP /IL/ /ADV | 4 | 4 | 0.14% | 0.21% | 0.26% | Q2 2022 | Q1 2023 | 4 |
Alpine Group USVI, LLC | 3 | 1 | 0.29% | 1.37% | 1.93% | Q2 2017 | Q3 2019 | 4 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
TimeScale Financial, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
FIRST FOUNDATION ADVISORS | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
SJS Investment Consulting Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.20% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 3 | 0.32% | 0.34% | 0.36% | Q1 2017 | Q3 2017 | 3 |
Sterling Manor Financial, LLC | 3 | 3 | 0.93% | 1.62% | 3.00% | Q4 2021 | Q2 2022 | 3 |
Capitol Family Office, Inc. | 3 | 3 | 5.48% | 6.07% | 6.84% | Q4 2021 | Q2 2022 | 3 |
JUMP TRADING, LLC | 3 | 3 | 0.02% | 0.22% | 0.32% | Q4 2019 | Q2 2020 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Newman Dignan & Sheerar, Inc. | 3 | 3 | 0.53% | 0.91% | 1.25% | Q2 2022 | Q4 2022 | 3 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Camarda Financial Advisors, LLC | 3 | 3 | 2.68% | 7.03% | 12.12% | Q3 2021 | Q1 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.05% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 3 |
NOTTINGHAM ADVISORS, INC. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q1 2017 | 3 |
Horizon Family Wealth, Inc. | 3 | 3 | 0.30% | 0.31% | 0.32% | Q1 2022 | Q3 2022 | 3 |
Armbruster Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Integrated Investment Consultants, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
ProVise Management Group, LLC | 1 | 1 | 0.04% | 0.09% | 0.17% | Q3 2016 | Q1 2022 | 3 |
McKinley Carter Wealth Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 3 |
Signify Wealth | 2 | 1 | 0.35% | 1.61% | 2.26% | Q4 2022 | Q3 2023 | 3 |
Apriem Advisors | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 3 |
Fiera Capital Corp | 3 | 3 | 0.22% | 0.27% | 0.30% | Q3 2018 | Q1 2019 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Pinion Investment Advisors, LLC | 3 | 3 | 0.11% | 0.18% | 0.23% | Q4 2021 | Q2 2022 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2021 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Quent Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Independent Wealth Network Inc. | 3 | 3 | 1.33% | 1.59% | 1.76% | Q3 2021 | Q1 2022 | 3 |
ASPIRIANT, LLC | 3 | 3 | 0.28% | 0.30% | 0.34% | Q3 2016 | Q1 2017 | 3 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 3 |
Fermata Advisors, LLC | 3 | 3 | 0.09% | 0.16% | 0.23% | Q4 2021 | Q2 2022 | 3 |
Antonetti Capital Management LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2010 | Q4 2021 | 3 |
Symmetry Partners, LLC | 3 | 3 | 0.21% | 0.37% | 0.57% | Q1 2019 | Q3 2019 | 3 |
CFO4Life Group, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Horizons Wealth Management | 3 | 3 | 0.00% | 0.34% | 0.98% | Q2 2023 | Q4 2023 | 3 |
HILLTOP WEALTH ADVISORS, LLC | 3 | 3 | 15.33% | 18.59% | 20.29% | Q1 2022 | Q3 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.22% | 0.25% | 0.28% | Q4 2022 | Q3 2023 | 3 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 3 |
Neuburgh Advisers LLC | 3 | 3 | 0.06% | 0.11% | 0.14% | Q1 2017 | Q3 2017 | 3 |
West Financial Advisors, LLC | 3 | 3 | 0.21% | 0.27% | 0.33% | Q2 2021 | Q4 2021 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.03% | 0.10% | 0.14% | Q1 2020 | Q3 2020 | 3 |
Buckingham Capital Management, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q1 2017 | 3 |
BRAVE ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 3 |
Pekin Hardy Strauss, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
QUADRANT CAPITAL GROUP LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Tyers Asset Management LLC | 3 | 3 | 0.03% | 0.07% | 0.09% | Q1 2017 | Q3 2017 | 3 |
Summit Financial, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q2 2020 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Element Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CHURCHILL MANAGEMENT Corp | 2 | 1 | 0.10% | 1.26% | 2.02% | Q3 2016 | Q1 2022 | 3 |
Worth Venture Partners, LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q3 2018 | Q2 2019 | 3 |
APPLETON GROUP, LLC | 3 | 3 | 0.34% | 0.38% | 0.44% | Q4 2022 | Q2 2023 | 3 |
Sage Mountain Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 3 |
QUATTRO FINANCIAL ADVISORS LLC | 3 | 3 | 0.64% | 0.65% | 0.67% | Q1 2023 | Q3 2023 | 3 |
My Personal CFO, LLC | 2 | 1 | 0.24% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 3 |
Sharkey, Howes & Javer | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
PEAK FINANCIAL ADVISORS LLC | 3 | 3 | 1.82% | 1.91% | 2.05% | Q2 2021 | Q4 2021 | 3 |
PBMares Wealth Management LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q1 2022 | 3 |
OARSMAN CAPITAL, INC. | 3 | 3 | 0.12% | 0.13% | 0.13% | Q2 2022 | Q4 2022 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Leicht Financial Planning & Wealth Management, Inc. | 2 | 1 | 2.30% | 2.42% | 2.52% | Q2 2021 | Q3 2022 | 3 |
Mirador Capital Partners LP | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2019 | Q4 2019 | 3 |
Trilogy Capital Inc. | 2 | 1 | 0.03% | 0.69% | 1.13% | Q4 2022 | Q3 2023 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 3 | 0.03% | 0.05% | 0.08% | Q3 2016 | Q1 2017 | 3 |
ARS Investment Partners, LLC | 3 | 3 | 0.03% | 0.15% | 0.39% | Q3 2016 | Q1 2017 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.07% | 0.13% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2017 | 3 |
Flinton Capital Management LLC | 3 | 3 | 0.04% | 0.09% | 0.12% | Q1 2017 | Q3 2017 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 2.58% | 3.09% | 3.69% | Q2 2021 | Q4 2021 | 3 |
Glen Harbor Capital Management LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2017 | 3 |
Pinnacle Wealth Management Group, Inc. | 3 | 3 | 1.13% | 1.16% | 1.18% | Q2 2021 | Q4 2021 | 3 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.08% | 0.26% | Q3 2016 | Q1 2020 | 3 |
Wall Capital Group, Inc. | 3 | 3 | 0.51% | 0.76% | 0.90% | Q1 2023 | Q3 2023 | 3 |
Solano Wealth Management, Inc. | 3 | 3 | 1.27% | 1.37% | 1.47% | Q1 2023 | Q3 2023 | 3 |
Private Wealth Advisors, Inc. | 3 | 3 | 0.10% | 0.26% | 0.49% | Q3 2016 | Q1 2017 | 3 |
LBA Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Fulcrum Equity Management | 2 | 1 | 0.01% | 0.21% | 0.37% | Q3 2019 | Q1 2022 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Polaris Wealth Advisory Group, LLC | 2 | 1 | 0.00% | 0.17% | 0.51% | Q1 2018 | Q2 2021 | 3 |
Savant Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Marathon Trading Investment Management LLC | 2 | 1 | 0.00% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 3 |
NEIRG Wealth Management, LLC | 3 | 3 | 0.05% | 1.39% | 2.10% | Q4 2021 | Q2 2022 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.17% | 0.23% | 0.26% | Q1 2023 | Q3 2023 | 3 |
TILIA FIDUCIARY PARTNERS, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.04% | 0.12% | Q3 2016 | Q4 2020 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
First American Bank | 3 | 3 | 0.07% | 0.11% | 0.17% | Q2 2021 | Q4 2021 | 3 |
Investors Financial Group, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q2 2021 | Q4 2021 | 3 |
QCM Cayman, Ltd. | 3 | 3 | 0.64% | 1.35% | 2.53% | Q1 2021 | Q3 2021 | 3 |
DENVER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.24% | 0.33% | 0.38% | Q1 2021 | Q2 2022 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 1.02% | 1.24% | 1.38% | Q4 2020 | Q2 2021 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 3 |
JSF Financial, LLC | 1 | 1 | 0.15% | 0.19% | 0.22% | Q3 2021 | Q3 2023 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Econ Financial Services Corp | 2 | 1 | 1.97% | 2.20% | 2.49% | Q1 2022 | Q4 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Bank Pictet & Cie (Europe) AG | 3 | 3 | 0.04% | 0.09% | 0.18% | Q3 2016 | Q1 2017 | 3 |
Titus Wealth Management | 3 | 3 | 1.82% | 1.90% | 1.96% | Q4 2021 | Q2 2022 | 3 |
One River Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 3 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q4 2020 | 3 |
IMPACTfolio, LLC | 3 | 3 | 1.69% | 1.79% | 1.93% | Q1 2022 | Q3 2022 | 3 |
PRIVATE CAPITAL MANAGEMENT INC | 3 | 3 | 0.24% | 0.34% | 0.43% | Q3 2016 | Q1 2017 | 3 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.36% | 0.50% | 0.58% | Q3 2019 | Q1 2020 | 3 |
Baron Wealth Management LLC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q4 2022 | Q2 2023 | 3 |
TAP Consulting, LLC | 3 | 3 | 0.73% | 0.77% | 0.82% | Q3 2021 | Q1 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.30% | 0.38% | 0.51% | Q4 2022 | Q3 2023 | 3 |
EMC Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
TECTONIC ADVISORS LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
STRINGER ASSET MANAGEMENT, LLC | 3 | 3 | 4.13% | 4.42% | 4.68% | Q1 2018 | Q3 2018 | 3 |
Brick & Kyle, Associates | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q1 2017 | 3 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2 | 2 | 2.31% | 2.34% | 2.37% | Q4 2021 | Q1 2022 | 2 |
MILESTONE WEALTH, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Anfield Capital Management, LLC | 2 | 2 | 0.08% | 0.19% | 0.29% | Q4 2019 | Q1 2020 | 2 |
FORBES J M & CO LLP | 2 | 2 | 0.32% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.09% | 0.22% | 0.35% | Q4 2021 | Q1 2022 | 2 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2019 | 2 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.06% | 0.13% | Q3 2016 | Q1 2018 | 2 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Private Wealth Strategies, L.L.C. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.01% | 1.74% | 3.48% | Q4 2019 | Q2 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Windsor Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.11% | 0.21% | Q1 2020 | Q2 2021 | 2 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 2 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.11% | 0.13% | 0.15% | Q3 2019 | Q1 2022 | 2 |
Scott & Selber, Inc. | 1 | 1 | 1.18% | 1.51% | 1.85% | Q3 2016 | Q4 2017 | 2 |
Davis Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
BREITER CAPITAL MANAGEMENT INC | 2 | 2 | 1.69% | 2.21% | 2.73% | Q1 2021 | Q2 2021 | 2 |
West Tower Group, LLC | 2 | 2 | 0.02% | 0.12% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.20% | 0.22% | 0.23% | Q3 2021 | Q4 2021 | 2 |
XR Securities LLC | 1 | 1 | 0.04% | 0.23% | 0.42% | Q4 2017 | Q1 2020 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
ACG Wealth | 1 | 1 | 0.02% | 0.16% | 0.30% | Q3 2016 | Q2 2022 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 2 |
Amica Retiree Medical Trust | 2 | 2 | 0.18% | 0.24% | 0.30% | Q1 2022 | Q2 2022 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.07% | 0.13% | Q4 2016 | Q1 2023 | 2 |
W.H. Cornerstone Investments Inc. | 2 | 2 | 0.33% | 0.34% | 0.36% | Q3 2022 | Q4 2022 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.51% | 0.64% | 0.76% | Q3 2017 | Q2 2018 | 2 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Spectrum Management Group, LLC | 2 | 2 | 0.03% | 1.60% | 3.17% | Q3 2019 | Q4 2019 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2017 | Q3 2017 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Legal & General Group Plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 2 |
Joel Isaacson & Co., LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
WMS Partners, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q4 2021 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Verition Fund Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
KANALY TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
KRV Capital LP | 2 | 2 | 4.94% | 5.62% | 6.29% | Q4 2016 | Q1 2017 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Silverleafe Capital Partners, LLC | 2 | 2 | 0.25% | 0.25% | 0.26% | Q2 2022 | Q3 2022 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BlackRock Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
CAPITAL GUARDIAN TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
SWARTHMORE GROUP INC | 2 | 2 | 1.22% | 1.44% | 1.67% | Q3 2016 | Q4 2016 | 2 |
BW Gestao de Investimentos Ltda. | 2 | 2 | 0.89% | 0.94% | 0.99% | Q3 2021 | Q4 2021 | 2 |
WIN ADVISORS, INC | 2 | 2 | 0.00% | 0.65% | 1.30% | Q4 2022 | Q1 2023 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.16% | 0.45% | 0.73% | Q3 2021 | Q4 2021 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
First National Bank of South Miami | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Stadion Money Management, LLC | 1 | 1 | 0.66% | 1.30% | 1.93% | Q2 2017 | Q3 2023 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Concert Wealth Management Inc. | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2016 | Q1 2017 | 2 |
Bluefin Trading, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
Alliance Wealth Advisors, LLC | 2 | 2 | 0.40% | 0.40% | 0.41% | Q2 2023 | Q3 2023 | 2 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.07% | 0.12% | Q4 2021 | Q2 2023 | 2 |
Iyo Bank, Ltd. | 1 | 1 | 0.73% | 1.21% | 1.70% | Q4 2021 | Q2 2022 | 2 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 2 | 2 | 0.12% | 0.65% | 1.19% | Q3 2019 | Q4 2019 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 2 |
Bank of Marin | 2 | 2 | 0.20% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
VISTA FINANCE, LLC | 2 | 2 | 0.63% | 0.65% | 0.68% | Q4 2021 | Q1 2022 | 2 |
PACIFIC FINANCIAL GROUP INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Stillwater Capital Advisors, LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
TEXAS CAPITAL BANCSHARES INC/TX | 2 | 2 | 0.33% | 0.39% | 0.45% | Q2 2021 | Q3 2021 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.17% | 0.24% | 0.31% | Q3 2018 | Q1 2019 | 2 |
First International Bank & Trust | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q2 2022 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q2 2022 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Vantage Financial Partners Ltd., Inc. | 1 | 1 | 0.48% | 1.21% | 1.93% | Q4 2016 | Q3 2017 | 2 |
New England Investment & Retirement Group, Inc. | 2 | 2 | 0.70% | 0.77% | 0.84% | Q4 2019 | Q1 2020 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.66% | 1.66% | 2.65% | Q4 2021 | Q1 2022 | 2 |
Susquehanna International Group Ltd. | 2 | 2 | 0.77% | 1.08% | 1.40% | Q3 2019 | Q4 2019 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 0.24% | 0.30% | 0.36% | Q3 2016 | Q4 2016 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.06% | 0.40% | 0.74% | Q3 2016 | Q3 2020 | 2 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.02% | 0.08% | 0.15% | Q2 2021 | Q3 2021 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.23% | 0.26% | 0.29% | Q4 2021 | Q1 2022 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
XL Group Investments Ltd | 2 | 2 | 0.81% | 0.83% | 0.85% | Q4 2016 | Q1 2017 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2021 | Q3 2021 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q4 2017 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.05% | 0.08% | Q3 2016 | Q1 2020 | 2 |
BlackRock Group LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Flagship Private Wealth, LLC | 2 | 2 | 0.29% | 0.32% | 0.36% | Q3 2021 | Q4 2021 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Financial Guidance Group, Inc. | 2 | 2 | 0.16% | 0.16% | 0.17% | Q1 2022 | Q2 2022 | 2 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 2 |
3D ASSET MANAGEMENT, INC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q1 2020 | Q3 2020 | 2 |
INR ADVISORY SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
West Oak Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Bragg Financial Advisors, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2020 | 2 |
IMA Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 0.02% | 0.08% | 0.14% | Q2 2021 | Q3 2021 | 2 |
CBIZ Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Quantitative Investment Management, LLC | 2 | 2 | 0.07% | 1.05% | 2.02% | Q1 2023 | Q2 2023 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
GFS Advisors, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q3 2016 | Q4 2016 | 2 |
NVWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.11% | 0.22% | Q3 2016 | Q4 2016 | 2 |
PERRITT CAPITAL MANAGEMENT INC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2016 | Q4 2016 | 2 |
Dean, Jacobson Financial Services, LLC | 2 | 2 | 18.87% | 56.00% | 93.12% | Q4 2021 | Q1 2022 | 2 |
Blue Granite Capital, LLC | 2 | 2 | 0.02% | 0.08% | 0.14% | Q3 2017 | Q4 2017 | 2 |
Man Group plc | 1 | 1 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2022 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Sage Capital Advisors,llc | 1 | 1 | 0.11% | 0.18% | 0.25% | Q4 2019 | Q4 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
MSI Financial Services Inc | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2016 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
FIRST AMERICAN TRUST, FSB | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 1.95% | 2.90% | 3.86% | Q3 2021 | Q4 2021 | 2 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.34% | 0.35% | 0.35% | Q3 2016 | Q1 2017 | 2 |
TIAA CREF TRUST CO FSB/MO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q4 2021 | 2 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
KWMG, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q1 2017 | 2 |
Evolution Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Talisman Wealth Advisors LLC | 2 | 2 | 0.46% | 0.48% | 0.51% | Q2 2023 | Q3 2023 | 2 |
RiverFront Investment Group, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2016 | Q4 2016 | 2 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 8.33% | 10.80% | 13.26% | Q2 2021 | Q4 2021 | 2 |
Corsair Capital Management | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2016 | Q4 2016 | 2 |
PFS Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Crumly & Associates Inc. | 2 | 2 | 1.30% | 1.39% | 1.49% | Q2 2022 | Q3 2022 | 2 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.24% | 0.47% | Q1 2019 | Q3 2023 | 2 |
Independence Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Trinity Financial Advisors LLC | 1 | 1 | 0.24% | 0.87% | 1.51% | Q4 2020 | Q2 2022 | 2 |
RE Dickinson Investment Advisors, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
DREMAN VALUE MANAGEMENT, L L C | 1 | 1 | 0.02% | 0.31% | 0.60% | Q3 2016 | Q1 2018 | 2 |
Eisler Capital (UK) Ltd. | 2 | 2 | 0.60% | 0.75% | 0.90% | Q3 2021 | Q4 2021 | 2 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2019 | Q3 2022 | 2 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q4 2022 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2021 | Q4 2021 | 2 |
AMICA MUTUAL INSURANCE CO | 2 | 2 | 0.16% | 0.24% | 0.31% | Q1 2022 | Q2 2022 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 2 |
WP Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Peoples Bank/KS | 2 | 2 | 0.67% | 0.82% | 0.97% | Q3 2023 | Q4 2023 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 2 |
G&S Capital LLC | 2 | 2 | 0.40% | 0.43% | 0.45% | Q3 2020 | Q4 2020 | 2 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.11% | 0.21% | Q4 2019 | Q4 2022 | 2 |
Riverview Capital Advisers, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ascent Wealth Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
Wharton Business Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Truadvice, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lumina Fund Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
LEE DANNER & BASS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Coastline Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Integrated Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2016 | Q3 2016 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Fiduciary Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
INGALLS & SNYDER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 4.11% | 4.11% | 4.11% | Q4 2021 | Q4 2021 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 1.20% | 1.20% | 1.20% | Q1 2021 | Q1 2021 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Rodgers & Associates, LTD | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Sandell Asset Management Corp. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2016 | Q3 2016 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2016 | Q3 2016 | 1 |
Elm Partners Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TRUST CO OF VIRGINIA /VA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
S.A. Mason LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Allegiant Private Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2016 | Q3 2016 | 1 |
TFB Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Ascent Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PETERSON WEALTH MANAGEMENT | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2022 | Q1 2022 | 1 |
LPWM LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
VAUGHAN & Co SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
American Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Meru Capital Group, LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2017 | Q1 2017 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Veracity Capital LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2019 | Q4 2019 | 1 |
PHYSICIANS FINANCIAL SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
PRIVATE ASSET MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Opera Trading Capital | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2016 | Q3 2016 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Alley Co LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q1 2022 | Q1 2022 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
First Pacific Financial | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Horizon Investment Services, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2022 | Q4 2022 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 2.63% | 2.63% | 2.63% | Q4 2021 | Q4 2021 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Family Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2020 | Q2 2020 | 1 |
CPWM, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
NEW YORK LIFE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 2.96% | 2.96% | 2.96% | Q2 2020 | Q2 2020 | 1 |
BANK PICTET & CIE (ASIA) LTD | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Summit Place Financial Advisors, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2020 | Q1 2020 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 1.33% | 1.33% | 1.33% | Q3 2023 | Q3 2023 | 1 |
LOWE BROCKENBROUGH & CO INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
Hillswick Asset Management, LLC | 1 | 1 | 2.86% | 2.86% | 2.86% | Q3 2016 | Q3 2016 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
AT Bancorp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Global X Management CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Trustees of Dartmouth College | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Mizuho Bank, Ltd. | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2018 | Q3 2018 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2022 | Q2 2022 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
PUBLIC INVESTMENT FUND | 1 | 1 | 27.58% | 27.58% | 27.58% | Q2 2020 | Q2 2020 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2021 | Q4 2021 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Nan Shan Life Insurance Co., Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Steinberg Global Asset Management | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2016 | Q3 2016 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Rooted Wealth Advisors, Inc. | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2023 | Q2 2023 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Palisade Asset Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Capula Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
BURNS J W & CO INC/NY | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lunt Capital Management, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Mizuho Trust & Banking Co., Ltd. | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2019 | Q4 2019 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
STEADFAST ADVISORS LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2016 | Q3 2016 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 3.02% | 3.02% | 3.02% | Q4 2019 | Q4 2019 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
CITY HOLDING CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q4 2019 | Q4 2019 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2017 | Q1 2017 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
HARTFORD INVESTMENT MANAGEMENT CO | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2022 | Q4 2022 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Coury Firm Asset Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2016 | Q3 2016 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2016 | Q3 2016 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 2.65% | 2.65% | 2.65% | Q4 2021 | Q4 2021 | 1 |
One Charles Private Wealth Services, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2019 | Q3 2019 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CUMBERLAND ADVISORS INC | 1 | 1 | 3.18% | 3.18% | 3.18% | Q4 2019 | Q4 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2021 | Q3 2021 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2020 | Q3 2020 | 1 |
Grove Bank & Trust | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2016 | Q3 2016 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2021 | Q4 2021 | 1 |
BCGM Wealth Management, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2022 | Q1 2022 | 1 |
Franklin, Parlapiano, Turner & Welch, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Orca Investment Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2016 | Q3 2016 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2016 | Q3 2016 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2023 | Q3 2023 | 1 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
PRIMORIS WEALTH ADVISORS, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2022 | Q2 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2016 | Q3 2016 | 1 |
StoneX Group Inc. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2022 | Q2 2022 | 1 |
KLK CAPITAL MANAGEMENT LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Security Financial Services, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
L & S Advisors Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Regis Management CO LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CITIZENS & NORTHERN CORP | 1 | 1 | 2.22% | 2.22% | 2.22% | Q4 2017 | Q4 2017 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
HOWARD CAPITAL MANAGEMENT | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Private Wealth Advisors, LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q4 2019 | Q4 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NTV ASSET MANAGEMENT LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2016 | Q3 2016 | 1 |
Virtus Investment Advisers, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Buckley Wealth Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2017 | Q4 2017 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
VICUS CAPITAL | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2021 | Q1 2021 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pictet North America Advisors SA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Weil Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2022 | Q1 2022 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2022 | Q1 2022 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PVG Asset Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2016 | Q4 2016 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2020 | Q3 2020 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q4 2021 | Q4 2021 | 1 |
Symmetry Investments LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2016 | Q3 2016 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2016 | Q3 2016 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
HARBOUR INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 1.94% | 1.94% | 1.94% | Q3 2016 | Q3 2016 | 1 |
Jump Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Gordian Capital Singapore Pte Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 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.