Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 45 | 4 | 0.00% | 0.07% | 0.46% | Q1 2012 | Q2 2024 | 145 |
CITIGROUP INC | 45 | 45 | 0.00% | 0.14% | 0.88% | Q2 2013 | Q2 2024 | 133 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45 | 45 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q2 2024 | 132 |
Parallax Volatility Advisers, L.P. | 45 | 45 | 0.00% | 0.04% | 0.32% | Q2 2013 | Q2 2024 | 127 |
BARCLAYS PLC | 45 | 45 | 0.00% | 0.11% | 0.73% | Q2 2013 | Q2 2024 | 120 |
BANK OF AMERICA CORP /DE/ | 45 | 45 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q2 2024 | 118 |
UBS Group AG | 39 | 39 | 0.00% | 0.05% | 0.31% | Q4 2014 | Q2 2024 | 114 |
ROYAL BANK OF CANADA | 45 | 45 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q2 2024 | 111 |
Citadel Advisors | 32 | 2 | 0.00% | 0.03% | 0.13% | Q1 2014 | Q2 2024 | 103 |
BNP PARIBAS FINANCIAL MARKETS | 45 | 45 | 0.00% | 0.18% | 1.03% | Q2 2013 | Q2 2024 | 103 |
Walleye Trading LLC | 29 | 15 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q2 2024 | 98 |
CREDIT SUISSE AG/ | 45 | 45 | 0.00% | 0.07% | 0.40% | Q1 2013 | Q1 2024 | 93 |
JANE STREET GROUP, LLC | 38 | 3 | 0.00% | 0.07% | 0.36% | Q1 2014 | Q2 2024 | 90 |
CAPITAL FUND MANAGEMENT S.A. | 29 | 8 | 0.00% | 0.13% | 0.41% | Q3 2014 | Q2 2024 | 87 |
MILLENNIUM MANAGEMENT LLC | 24 | 1 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q2 2024 | 85 |
HSBC HOLDINGS PLC | 50 | 50 | 0.00% | 0.02% | 0.21% | Q1 2012 | Q2 2024 | 85 |
Cutler Group LLC / CA | 34 | 34 | 0.00% | 0.09% | 1.38% | Q4 2015 | Q1 2024 | 84 |
WELLS FARGO & COMPANY/MN | 45 | 45 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q2 2024 | 82 |
WOLVERINE TRADING, LLC | 17 | 1 | 0.00% | 0.05% | 0.14% | Q2 2016 | Q2 2024 | 80 |
Jefferies Group LLC | 26 | 2 | 0.00% | 0.08% | 0.62% | Q2 2013 | Q2 2022 | 78 |
TWO SIGMA SECURITIES, LLC | 16 | 1 | 0.00% | 0.23% | 4.12% | Q1 2015 | Q2 2024 | 77 |
Paloma Partners Management Co | 34 | 1 | 0.01% | 0.37% | 1.86% | Q2 2013 | Q2 2024 | 76 |
BANK OF MONTREAL /CAN/ | 45 | 45 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q2 2024 | 71 |
Twin Tree Management, LP | 29 | 1 | 0.00% | 0.19% | 0.86% | Q4 2012 | Q2 2024 | 71 |
TWO SIGMA INVESTMENTS, LP | 19 | 2 | 0.00% | 0.12% | 0.59% | Q4 2013 | Q1 2024 | 65 |
BALYASNY ASSET MANAGEMENT L.P. | 18 | 1 | 0.00% | 0.17% | 1.02% | Q3 2014 | Q2 2024 | 64 |
HUNTINGTON NATIONAL BANK | 62 | 62 | 0.00% | 0.02% | 0.05% | Q1 2009 | Q2 2024 | 62 |
HighTower Advisors, LLC | 30 | 14 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q2 2024 | 62 |
NOMURA HOLDINGS INC | 15 | 1 | 0.00% | 0.09% | 1.12% | Q4 2012 | Q2 2024 | 57 |
Kovack Advisors, Inc. | 36 | 1 | 0.00% | 0.22% | 1.93% | Q1 2013 | Q2 2024 | 56 |
Creative Planning | 45 | 45 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2024 | 55 |
MARSHALL WACE, LLP | 18 | 1 | 0.00% | 0.06% | 0.53% | Q2 2013 | Q2 2024 | 54 |
Squarepoint Ops LLC | 10 | 1 | 0.00% | 0.08% | 0.63% | Q1 2016 | Q2 2024 | 54 |
HAP Trading, LLC | 11 | 1 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q2 2024 | 53 |
SECURIAN ASSET MANAGEMENT, INC | 53 | 53 | 0.03% | 0.04% | 0.37% | Q2 2011 | Q2 2024 | 53 |
Tortoise Investment Management, LLC | 47 | 47 | 0.00% | 0.08% | 0.83% | Q4 2012 | Q2 2024 | 50 |
BlackRock Finance, Inc. | 38 | 2 | 0.00% | 0.01% | 0.09% | Q2 2014 | Q2 2024 | 50 |
M&T BANK CORP | 26 | 18 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2024 | 48 |
TORONTO DOMINION BANK | 46 | 46 | 0.00% | 0.07% | 0.48% | Q1 2013 | Q2 2024 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.02% | 0.03% | Q4 2010 | Q3 2022 | 48 |
KEYBANK NATIONAL ASSOCIATION/OH | 47 | 47 | 0.01% | 0.01% | 0.03% | Q4 2012 | Q2 2024 | 47 |
CIBC WORLD MARKET INC. | 38 | 38 | 0.00% | 0.06% | 0.45% | Q1 2015 | Q2 2024 | 47 |
Regis Management CO LLC | 46 | 46 | 0.14% | 0.29% | 0.52% | Q1 2013 | Q2 2024 | 46 |
BAR HARBOR WEALTH MANAGEMENT | 46 | 46 | 0.17% | 0.28% | 0.36% | Q1 2013 | Q2 2024 | 46 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 45 | 45 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q2 2024 | 46 |
COMMERCE BANK | 46 | 46 | 0.01% | 0.01% | 0.03% | Q1 2013 | Q2 2024 | 46 |
First Financial Bank - Trust Division | 46 | 46 | 0.21% | 0.99% | 1.84% | Q1 2013 | Q2 2024 | 46 |
AMERIPRISE FINANCIAL INC | 45 | 45 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2024 | 45 |
CHILTON CAPITAL MANAGEMENT LLC | 45 | 45 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q2 2024 | 45 |
B. Riley Wealth Advisors, Inc. | 45 | 45 | 0.01% | 0.15% | 0.39% | Q2 2013 | Q2 2024 | 45 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 45 | 45 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q2 2024 | 45 |
JOHNSON INVESTMENT COUNSEL INC | 45 | 45 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 45 |
OPPENHEIMER & CO INC | 45 | 45 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q2 2024 | 45 |
RAYMOND JAMES & ASSOCIATES | 45 | 45 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q2 2024 | 45 |
TOTH FINANCIAL ADVISORY CORP | 45 | 45 | 0.12% | 0.72% | 1.26% | Q2 2013 | Q2 2024 | 45 |
Bangor Savings Bank | 45 | 45 | 0.04% | 0.29% | 0.83% | Q2 2013 | Q2 2024 | 45 |
Veritable, L.P. | 43 | 43 | 0.00% | 0.61% | 1.23% | Q4 2012 | Q2 2023 | 45 |
Windsor Capital Management, LLC | 45 | 45 | 0.16% | 0.33% | 0.65% | Q2 2013 | Q2 2024 | 45 |
ClearBridge Investments | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
MORGAN STANLEY | 45 | 45 | 0.05% | 0.17% | 0.38% | Q2 2013 | Q2 2024 | 45 |
PITTENGER & ANDERSON INC | 45 | 45 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q2 2024 | 45 |
Texas Yale Capital Corp. | 45 | 45 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q2 2024 | 45 |
SYNOVUS FINANCIAL CORP | 45 | 45 | 0.00% | 0.02% | 0.34% | Q2 2013 | Q2 2024 | 45 |
COURIER CAPITAL LLC | 45 | 45 | 0.04% | 0.10% | 0.54% | Q2 2013 | Q2 2024 | 45 |
First National Bank of Hutchinson | 45 | 45 | 0.17% | 0.33% | 0.49% | Q2 2013 | Q2 2024 | 45 |
Edgewood Management | 45 | 45 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2024 | 45 |
NBT BANK N A /NY | 45 | 45 | 0.20% | 0.50% | 0.69% | Q2 2013 | Q2 2024 | 45 |
Sabal Trust CO | 45 | 45 | 0.09% | 0.16% | 0.24% | Q2 2013 | Q2 2024 | 45 |
Triangle Securities Wealth Management | 45 | 45 | 0.26% | 0.57% | 1.28% | Q2 2013 | Q2 2024 | 45 |
Callan Capital, LLC | 45 | 45 | 0.15% | 0.41% | 0.76% | Q2 2013 | Q2 2024 | 45 |
Sandy Spring Bank | 45 | 45 | 0.20% | 0.32% | 0.58% | Q2 2013 | Q2 2024 | 45 |
OLD NATIONAL BANCORP /IN/ | 45 | 45 | 0.06% | 0.56% | 1.23% | Q2 2013 | Q2 2024 | 45 |
NORTHERN TRUST CORP | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
TCV Trust & Wealth Management, Inc. | 45 | 45 | 0.19% | 0.37% | 0.87% | Q2 2013 | Q2 2024 | 45 |
WHITE PINE CAPITAL LLC | 45 | 45 | 0.00% | 0.16% | 0.24% | Q2 2013 | Q2 2024 | 45 |
PNC FINANCIAL SERVICES GROUP, INC. | 45 | 45 | 0.02% | 0.04% | 0.20% | Q2 2013 | Q2 2024 | 45 |
WEDBUSH SECURITIES INC | 45 | 45 | 0.05% | 0.13% | 0.29% | Q2 2013 | Q2 2024 | 45 |
CENTRAL TRUST Co | 45 | 45 | 0.04% | 0.11% | 0.47% | Q2 2013 | Q2 2024 | 45 |
MARTIN & CO INC /TN/ | 45 | 45 | 1.12% | 1.64% | 2.54% | Q2 2013 | Q2 2024 | 45 |
BLAIR WILLIAM & CO/IL | 45 | 45 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2024 | 45 |
ARROW FINANCIAL CORP | 45 | 45 | 0.03% | 0.10% | 0.20% | Q2 2013 | Q2 2024 | 45 |
PEAPACK GLADSTONE FINANCIAL CORP | 45 | 45 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q2 2024 | 45 |
KCM INVESTMENT ADVISORS LLC | 45 | 45 | 0.05% | 0.18% | 0.52% | Q2 2013 | Q2 2024 | 45 |
OLD SECOND NATIONAL BANK OF AURORA | 45 | 45 | 0.05% | 0.16% | 0.95% | Q2 2013 | Q2 2024 | 45 |
DAVENPORT & Co LLC | 45 | 45 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q2 2024 | 45 |
US BANCORP \DE\ | 45 | 45 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q2 2024 | 45 |
WOODMONT INVESTMENT COUNSEL LLC | 45 | 45 | 0.13% | 0.63% | 1.31% | Q2 2013 | Q2 2024 | 45 |
FIRST UNITED BANK & TRUST | 45 | 45 | 0.10% | 0.26% | 0.49% | Q2 2013 | Q2 2024 | 45 |
ASSOCIATED BANC-CORP | 45 | 45 | 0.07% | 0.10% | 0.17% | Q2 2013 | Q2 2024 | 45 |
Cambridge Investment Research Advisors, Inc. | 45 | 45 | 0.07% | 0.16% | 0.30% | Q2 2013 | Q2 2024 | 45 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 45 | 45 | 0.19% | 0.58% | 1.57% | Q2 2013 | Q2 2024 | 45 |
FIFTH THIRD BANCORP | 45 | 45 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q2 2024 | 45 |
Boltwood Capital Management | 45 | 45 | 0.17% | 0.41% | 0.61% | Q2 2013 | Q2 2024 | 45 |
FMR LLC | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
PETTYJOHN, WOOD & WHITE, INC | 45 | 45 | 0.15% | 0.29% | 0.71% | Q2 2013 | Q2 2024 | 45 |
ENVESTNET ASSET MANAGEMENT INC | 45 | 45 | 0.01% | 0.15% | 0.63% | Q2 2013 | Q2 2024 | 45 |
FARMERS & MERCHANTS INVESTMENTS INC | 45 | 45 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2024 | 45 |
NOESIS CAPITAL MANGEMENT CORP | 45 | 45 | 0.18% | 0.68% | 1.18% | Q2 2013 | Q2 2024 | 45 |
LPL Financial LLC | 45 | 45 | 0.09% | 0.21% | 0.76% | Q2 2013 | Q2 2024 | 45 |
JPMORGAN CHASE & CO | 45 | 45 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q2 2024 | 45 |
CHEMUNG CANAL TRUST CO | 45 | 45 | 0.30% | 0.83% | 2.05% | Q2 2013 | Q2 2024 | 45 |
WHITTIER TRUST CO OF NEVADA INC | 45 | 45 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2024 | 45 |
Manchester Capital Management LLC | 45 | 45 | 0.17% | 0.37% | 0.65% | Q2 2013 | Q2 2024 | 45 |
Smithfield Trust Co | 45 | 45 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2024 | 45 |
Bank of New York Mellon Corp | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
GLENMEDE TRUST CO NA | 45 | 45 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2024 | 45 |
RAYMOND JAMES TRUST N.A. | 45 | 45 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q2 2024 | 45 |
Valmark Advisers, Inc. | 45 | 45 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q2 2024 | 45 |
PATTEN & PATTEN INC/TN | 45 | 45 | 0.13% | 0.23% | 0.67% | Q2 2013 | Q2 2024 | 45 |
REGIONS FINANCIAL CORP | 45 | 45 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q2 2024 | 45 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 45 | 45 | 0.19% | 0.38% | 0.66% | Q2 2013 | Q2 2024 | 45 |
MCF Advisors LLC | 22 | 10 | 0.00% | 0.02% | 0.08% | Q4 2012 | Q2 2024 | 45 |
Gradient Investments LLC | 27 | 17 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q2 2024 | 44 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 2 | 0.00% | 0.19% | 0.80% | Q2 2013 | Q2 2024 | 44 |
Raymond James Financial Services Advisors, Inc. | 44 | 44 | 0.03% | 0.10% | 0.46% | Q3 2013 | Q2 2024 | 44 |
Chevy Chase Trust Holdings, LLC | 44 | 44 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q2 2024 | 44 |
CULLEN/FROST BANKERS, INC. | 22 | 22 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q2 2024 | 44 |
Apriem Advisors | 30 | 14 | 0.00% | 0.41% | 0.86% | Q2 2013 | Q2 2024 | 44 |
Kingsview Wealth Management, LLC | 30 | 30 | 0.00% | 0.24% | 1.29% | Q1 2017 | Q2 2024 | 44 |
Financial Architects, Inc | 36 | 4 | 0.00% | 0.48% | 1.15% | Q2 2013 | Q2 2023 | 44 |
Cetera Advisor Networks LLC | 44 | 44 | 0.02% | 0.10% | 0.32% | Q1 2013 | Q4 2023 | 44 |
BROWN ADVISORY INC | 37 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 44 |
ASSETMARK, INC | 44 | 44 | 0.00% | 0.10% | 0.86% | Q3 2013 | Q2 2024 | 44 |
TRUIST FINANCIAL CORP | 44 | 44 | 0.01% | 0.06% | 0.35% | Q2 2013 | Q1 2024 | 44 |
SG Americas Securities, LLC | 36 | 8 | 0.00% | 0.18% | 0.59% | Q2 2013 | Q2 2024 | 44 |
BOKF, NA | 32 | 12 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2024 | 44 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 43 | 43 | 0.00% | 0.63% | 5.63% | Q2 2013 | Q4 2023 | 44 |
First Horizon Advisors, Inc. | 44 | 44 | 0.03% | 0.07% | 0.17% | Q3 2013 | Q2 2024 | 44 |
HM PAYSON & CO | 23 | 21 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2024 | 44 |
PRIVATE TRUST CO NA | 22 | 7 | 0.04% | 0.11% | 0.23% | Q1 2013 | Q2 2024 | 44 |
FINANCIAL COUNSELORS INC | 31 | 13 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q2 2024 | 44 |
OPTIMUM INVESTMENT ADVISORS | 36 | 7 | 0.00% | 0.10% | 0.19% | Q3 2013 | Q2 2024 | 44 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 31 | 13 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q2 2024 | 44 |
United Asset Strategies, Inc. | 27 | 2 | 0.06% | 0.80% | 2.77% | Q2 2013 | Q2 2024 | 43 |
Cetera Advisors LLC | 43 | 43 | 0.02% | 0.12% | 0.37% | Q2 2013 | Q4 2023 | 43 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 43 | 43 | 0.10% | 0.24% | 0.42% | Q4 2013 | Q2 2024 | 43 |
Capital Advisors, Ltd. LLC | 43 | 43 | 0.14% | 0.28% | 0.51% | Q4 2013 | Q2 2024 | 43 |
Mariner, LLC | 43 | 43 | 0.02% | 0.06% | 0.13% | Q4 2013 | Q2 2024 | 43 |
D L CARLSON INVESTMENT GROUP INC | 43 | 43 | 0.10% | 0.38% | 0.76% | Q4 2013 | Q2 2024 | 43 |
Evanson Asset Management, LLC | 43 | 43 | 0.03% | 0.13% | 0.28% | Q4 2013 | Q2 2024 | 43 |
Kessler Investment Group, LLC | 43 | 43 | 0.00% | 0.33% | 0.73% | Q4 2013 | Q2 2024 | 43 |
Sequoia Financial Advisors, LLC | 43 | 43 | 0.01% | 0.39% | 4.39% | Q4 2013 | Q2 2024 | 43 |
Forvis Mazars Wealth Advisors, LLC | 43 | 43 | 0.02% | 0.07% | 0.12% | Q4 2013 | Q2 2024 | 43 |
Perkins Coie Trust Co | 43 | 43 | 1.05% | 1.40% | 2.16% | Q4 2013 | Q2 2024 | 43 |
Capital Investment Advisors, LLC | 43 | 43 | 0.16% | 0.63% | 1.50% | Q4 2013 | Q2 2024 | 43 |
Private Advisor Group, LLC | 43 | 43 | 0.02% | 0.08% | 0.20% | Q4 2013 | Q2 2024 | 43 |
Janney Montgomery Scott LLC | 32 | 11 | 0.01% | 0.19% | 0.80% | Q3 2013 | Q2 2024 | 43 |
CITY HOLDING CO | 43 | 43 | 0.17% | 0.35% | 0.49% | Q4 2013 | Q2 2024 | 43 |
Swan Global Investments, LLC | 43 | 43 | 0.37% | 4.93% | 9.20% | Q4 2013 | Q2 2024 | 43 |
MERIDIAN INVESTMENT COUNSEL INC. | 43 | 43 | 0.34% | 0.56% | 1.17% | Q4 2013 | Q2 2024 | 43 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.01% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 26 | 16 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q2 2024 | 42 |
1ST SOURCE BANK | 42 | 42 | 0.06% | 0.09% | 0.18% | Q1 2014 | Q2 2024 | 42 |
MASSMUTUAL TRUST CO FSB/ADV | 31 | 11 | 0.00% | 0.15% | 0.58% | Q4 2013 | Q2 2024 | 42 |
Oakworth Capital, Inc. | 42 | 42 | 0.00% | 0.64% | 2.38% | Q1 2014 | Q2 2024 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.07% | 0.53% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST BANK | 42 | 42 | 0.02% | 0.06% | 0.20% | Q1 2014 | Q2 2024 | 42 |
ALPS ADVISORS INC | 28 | 5 | 0.10% | 0.16% | 0.24% | Q3 2013 | Q2 2024 | 42 |
Tower Research Capital LLC (TRC) | 24 | 3 | 0.00% | 0.45% | 2.71% | Q2 2013 | Q2 2024 | 42 |
WHITTIER TRUST CO | 39 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 42 |
ARS Investment Partners, LLC | 26 | 16 | 0.03% | 0.15% | 0.43% | Q4 2013 | Q2 2024 | 42 |
St. Johns Investment Management Company, LLC | 42 | 42 | 0.02% | 0.12% | 0.19% | Q1 2014 | Q2 2024 | 42 |
SSI INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.08% | 0.12% | 0.17% | Q1 2014 | Q2 2024 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 39 | 1 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q2 2024 | 42 |
Hilltop Holdings Inc. | 23 | 2 | 0.04% | 0.56% | 1.56% | Q2 2013 | Q2 2024 | 42 |
STIFEL FINANCIAL CORP | 42 | 42 | 0.01% | 0.03% | 0.08% | Q1 2014 | Q2 2024 | 42 |
Focused Wealth Management, Inc | 42 | 42 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q4 2023 | 42 |
DUNCKER STREETT & CO INC | 25 | 3 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2024 | 42 |
Estate Counselors, LLC | 15 | 2 | 0.00% | 1.95% | 6.35% | Q2 2013 | Q2 2024 | 41 |
CWM, LLC | 24 | 6 | 0.01% | 0.26% | 3.27% | Q3 2013 | Q2 2024 | 41 |
Advisory Services Network, LLC | 30 | 3 | 0.01% | 0.18% | 0.70% | Q2 2013 | Q2 2024 | 41 |
FIRST NATIONAL TRUST CO | 41 | 41 | 0.01% | 0.09% | 0.19% | Q2 2013 | Q2 2023 | 41 |
C M BIDWELL & ASSOCIATES LTD | 17 | 1 | 0.01% | 0.15% | 1.09% | Q2 2013 | Q2 2024 | 41 |
THRIVENT FINANCIAL FOR LUTHERANS | 20 | 5 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2024 | 41 |
Renaissance Technologies | 25 | 2 | 0.00% | 0.01% | 0.09% | Q4 2013 | Q2 2024 | 41 |
WealthTrust Axiom LLC | 41 | 41 | 0.08% | 0.13% | 0.18% | Q2 2014 | Q2 2024 | 41 |
Carnegie Investment Counsel | 36 | 5 | 0.04% | 0.15% | 0.44% | Q4 2013 | Q2 2024 | 41 |
HOLLENCREST CAPITAL MANAGEMENT | 41 | 41 | 0.06% | 0.14% | 0.19% | Q2 2014 | Q2 2024 | 41 |
Atria Investments, Inc | 15 | 1 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q2 2024 | 41 |
SIGNATUREFD, LLC | 25 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2024 | 40 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q1 2017 | 40 |
Capital Analysts, LLC | 40 | 40 | 0.00% | 0.03% | 0.34% | Q3 2014 | Q2 2024 | 40 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 39 | 1 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q2 2024 | 40 |
Bollard Group LLC | 40 | 40 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2024 | 40 |
SPINNAKER TRUST | 16 | 11 | 0.02% | 0.15% | 0.75% | Q1 2014 | Q2 2024 | 40 |
BESSEMER GROUP INC | 20 | 1 | 0.00% | 0.04% | 0.66% | Q2 2013 | Q2 2024 | 40 |
Coastline Trust Co | 40 | 40 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q1 2023 | 40 |
FUKOKU MUTUAL LIFE INSURANCE Co | 40 | 40 | 1.33% | 2.27% | 3.57% | Q2 2013 | Q1 2023 | 40 |
CIBC Private Wealth Group LLC | 35 | 2 | 0.00% | 0.03% | 0.56% | Q1 2014 | Q2 2024 | 40 |
Ameritas Investment Partners, Inc. | 39 | 39 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2024 | 39 |
PEAK6 Investments LLC | 17 | 2 | 0.00% | 0.02% | 0.09% | Q3 2018 | Q2 2024 | 39 |
Stratos Wealth Partners, LTD. | 39 | 39 | 0.02% | 0.04% | 0.14% | Q4 2014 | Q2 2024 | 39 |
Community Bank, N.A. | 39 | 39 | 0.01% | 0.05% | 0.56% | Q4 2014 | Q2 2024 | 39 |
INVESTMENT PARTNERS, LTD. | 39 | 39 | 0.49% | 1.70% | 3.36% | Q4 2014 | Q2 2024 | 39 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 39 | 39 | 0.54% | 0.74% | 1.00% | Q4 2014 | Q2 2024 | 39 |
Sigma Planning Corp | 39 | 39 | 0.12% | 0.21% | 0.46% | Q4 2014 | Q2 2024 | 39 |
TRUST CO OF VERMONT | 30 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 39 |
Chesley Taft & Associates LLC | 34 | 5 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q2 2024 | 39 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 29 | 1 | 0.01% | 0.03% | 0.19% | Q4 2013 | Q2 2024 | 39 |
PINNACLE ASSOCIATES LTD | 28 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2024 | 39 |
Bray Capital Advisors | 33 | 5 | 0.32% | 0.83% | 1.10% | Q4 2014 | Q2 2024 | 38 |
Patten Group, Inc. | 37 | 1 | 0.02% | 0.09% | 0.14% | Q4 2014 | Q2 2024 | 38 |
MV CAPITAL MANAGEMENT, INC. | 25 | 13 | 0.00% | 0.51% | 2.71% | Q4 2014 | Q2 2024 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.21% | 0.37% | 0.60% | Q2 2013 | Q3 2022 | 38 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 30 | 8 | 0.18% | 3.56% | 8.41% | Q2 2013 | Q4 2022 | 38 |
BTR CAPITAL MANAGEMENT INC | 38 | 38 | 0.10% | 0.19% | 0.34% | Q2 2013 | Q3 2022 | 38 |
MERITAGE PORTFOLIO MANAGEMENT | 14 | 12 | 0.10% | 0.89% | 1.59% | Q2 2013 | Q2 2024 | 38 |
Allworth Financial LP | 38 | 38 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q2 2024 | 38 |
DEUTSCHE BANK AG\ | 26 | 6 | 0.00% | 0.03% | 0.26% | Q3 2013 | Q2 2024 | 38 |
Schonfeld Strategic Advisors LLC | 13 | 1 | 0.00% | 0.11% | 0.68% | Q4 2017 | Q2 2024 | 37 |
LEE DANNER & BASS INC | 22 | 1 | 0.08% | 0.17% | 0.30% | Q2 2013 | Q2 2024 | 37 |
Haverford Trust Co | 32 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 37 |
WBH ADVISORY INC | 31 | 6 | 0.07% | 0.43% | 2.32% | Q1 2015 | Q2 2024 | 37 |
COMPTON CAPITAL MANAGEMENT INC /RI | 37 | 37 | 0.09% | 0.17% | 0.32% | Q2 2013 | Q2 2022 | 37 |
Bartlett & Co. LLC | 21 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2023 | 37 |
Fiduciary Group, LLC | 37 | 37 | 0.27% | 0.47% | 0.95% | Q2 2015 | Q2 2024 | 37 |
North Star Investment Management Corp. | 20 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q2 2024 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.28% | 0.52% | 0.77% | Q2 2013 | Q2 2022 | 37 |
Baird Financial Group, Inc. | 37 | 37 | 0.01% | 0.07% | 0.25% | Q2 2015 | Q2 2024 | 37 |
Brookstone Capital Management | 25 | 12 | 0.01% | 0.36% | 3.28% | Q4 2013 | Q2 2024 | 37 |
PINNACLE FINANCIAL PARTNERS INC | 29 | 3 | 0.00% | 0.09% | 0.41% | Q2 2014 | Q2 2024 | 36 |
Johnson Financial Group, Inc. | 33 | 1 | 0.00% | 0.02% | 0.15% | Q4 2013 | Q1 2024 | 36 |
Telos Capital Management, Inc. | 23 | 13 | 0.10% | 0.18% | 0.39% | Q2 2013 | Q2 2024 | 36 |
Montecito Bank & Trust | 24 | 1 | 0.01% | 0.44% | 0.78% | Q2 2013 | Q2 2024 | 36 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 33 | 1 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q2 2024 | 36 |
Krilogy Financial LLC | 36 | 36 | 0.07% | 0.16% | 0.48% | Q3 2015 | Q2 2024 | 36 |
SUMMIT SECURITIES GROUP LLC | 9 | 1 | 0.00% | 0.06% | 0.25% | Q1 2014 | Q4 2023 | 36 |
Nuveen Asset Management, LLC | 18 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q1 2023 | 36 |
FIL Ltd | 34 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2024 | 36 |
ALTFEST L J & CO INC | 32 | 2 | 0.03% | 0.17% | 0.68% | Q4 2014 | Q2 2024 | 36 |
TCI Wealth Advisors, Inc. | 24 | 1 | 0.00% | 0.04% | 0.09% | Q4 2012 | Q4 2022 | 36 |
MOTCO | 32 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2024 | 36 |
Endurance Wealth Management, Inc. | 35 | 1 | 0.03% | 0.06% | 0.13% | Q2 2014 | Q2 2023 | 36 |
AE Wealth Management LLC | 25 | 3 | 0.00% | 0.05% | 0.20% | Q2 2017 | Q2 2024 | 36 |
Rehmann Capital Advisory Group | 17 | 2 | 0.04% | 0.10% | 0.26% | Q3 2011 | Q2 2024 | 35 |
EATON VANCE MANAGEMENT | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2022 | 35 |
FIRST INTERSTATE BANK | 22 | 13 | 0.01% | 0.18% | 0.48% | Q3 2015 | Q2 2024 | 35 |
IFP Advisors, Inc | 20 | 14 | 0.00% | 0.28% | 0.93% | Q4 2015 | Q2 2024 | 35 |
High Falls Advisors, Inc | 35 | 35 | 0.07% | 0.26% | 1.28% | Q4 2015 | Q2 2024 | 35 |
Harel Insurance Investments & Financial Services Ltd. | 35 | 35 | 0.01% | 0.53% | 5.19% | Q4 2015 | Q2 2024 | 35 |
TWO SIGMA ADVISERS, LP | 20 | 1 | 0.00% | 0.30% | 0.83% | Q2 2013 | Q1 2024 | 35 |
People's United Financial, Inc. | 18 | 17 | 0.00% | 0.03% | 0.41% | Q2 2013 | Q1 2022 | 35 |
Relative Value Partners Group, LLC | 28 | 7 | 0.04% | 0.05% | 0.07% | Q2 2015 | Q1 2024 | 35 |
Barrett Asset Management, LLC | 35 | 35 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 35 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 35 | 35 | 0.09% | 0.57% | 1.48% | Q2 2013 | Q4 2021 | 35 |
Meristem Family Wealth, LLC | 20 | 15 | 0.09% | 0.18% | 0.24% | Q2 2013 | Q1 2022 | 35 |
Jackson, Grant Investment Advisers, Inc. | 35 | 35 | 0.28% | 0.41% | 0.66% | Q4 2015 | Q2 2024 | 35 |
Cetera Investment Advisers | 34 | 34 | 0.11% | 0.25% | 0.55% | Q4 2015 | Q1 2024 | 34 |
YHB Investment Advisors, Inc. | 34 | 34 | 0.02% | 0.07% | 0.13% | Q1 2016 | Q2 2024 | 34 |
D.A. DAVIDSON & CO. | 23 | 11 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2024 | 34 |
Institute for Wealth Management, LLC. | 23 | 3 | 0.01% | 0.71% | 5.40% | Q3 2013 | Q2 2024 | 34 |
S. R. Schill & Associates | 33 | 1 | 0.13% | 0.72% | 8.88% | Q4 2014 | Q1 2024 | 34 |
Simmons Bank | 34 | 34 | 0.07% | 0.11% | 0.17% | Q1 2016 | Q2 2024 | 34 |
Geneos Wealth Management Inc. | 34 | 34 | 0.02% | 0.07% | 0.22% | Q1 2016 | Q2 2024 | 34 |
Plante Moran Financial Advisors, LLC | 30 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 34 |
Roundview Capital LLC | 34 | 34 | 0.27% | 0.55% | 0.80% | Q1 2016 | Q2 2024 | 34 |
LINCOLN NATIONAL CORP | 34 | 34 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2024 | 34 |
BINGHAM OSBORN & SCARBOROUGH LLC | 34 | 34 | 0.07% | 0.09% | 0.14% | Q2 2013 | Q3 2021 | 34 |
Mathes Company, Inc. | 29 | 5 | 0.10% | 0.14% | 0.28% | Q4 2015 | Q2 2024 | 34 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.08% | 0.31% | Q2 2013 | Q2 2024 | 34 |
Dynamic Advisor Solutions LLC | 22 | 1 | 0.00% | 0.37% | 1.13% | Q1 2014 | Q2 2024 | 34 |
Mount Lucas Management LP | 9 | 2 | 0.10% | 1.56% | 4.49% | Q2 2013 | Q2 2024 | 34 |
COUNTRY TRUST BANK | 34 | 34 | 0.00% | 0.39% | 1.05% | Q1 2016 | Q2 2024 | 34 |
Stillwater Capital Advisors, LLC | 34 | 34 | 0.16% | 0.18% | 0.23% | Q1 2016 | Q2 2024 | 34 |
Biltmore Wealth Management, LLC | 34 | 34 | 2.65% | 4.66% | 10.05% | Q1 2016 | Q2 2024 | 34 |
Barry Investment Advisors, LLC | 17 | 17 | 0.00% | 0.42% | 1.04% | Q4 2014 | Q2 2024 | 34 |
GREENLEAF TRUST | 33 | 33 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2024 | 33 |
MONTAG A & ASSOCIATES INC | 25 | 2 | 0.03% | 0.10% | 0.27% | Q2 2013 | Q2 2024 | 33 |
Jacobi Capital Management LLC | 33 | 33 | 0.00% | 0.05% | 0.15% | Q2 2016 | Q2 2024 | 33 |
Anchor Investment Management, LLC | 33 | 33 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2024 | 33 |
Ayalon Insurance Comp Ltd. | 25 | 8 | 0.03% | 0.66% | 2.28% | Q1 2015 | Q2 2024 | 33 |
BLB&B Advisors, LLC | 33 | 33 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q2 2024 | 33 |
Sunbelt Securities, Inc. | 21 | 2 | 0.02% | 0.23% | 0.76% | Q4 2014 | Q2 2024 | 33 |
Cedar Wealth Management, LLC | 32 | 1 | 0.04% | 0.15% | 0.24% | Q1 2016 | Q2 2024 | 33 |
CAPSTONE INVESTMENT ADVISORS, LLC | 6 | 1 | 0.00% | 0.09% | 1.05% | Q2 2013 | Q4 2023 | 33 |
AGF INVESTMENTS INC. | 30 | 1 | 0.00% | 0.17% | 0.92% | Q3 2013 | Q3 2022 | 33 |
TRUST CO OF OKLAHOMA | 16 | 16 | 0.12% | 1.06% | 1.53% | Q2 2016 | Q2 2024 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 20 | 12 | 0.01% | 0.11% | 0.68% | Q4 2015 | Q2 2024 | 32 |
Mechanics Bank Trust Department | 32 | 32 | 0.24% | 0.41% | 0.55% | Q3 2016 | Q2 2024 | 32 |
Global Endowment Management, LP | 24 | 8 | 0.06% | 0.40% | 0.92% | Q2 2013 | Q2 2022 | 32 |
Segment Wealth Management, LLC | 28 | 4 | 0.03% | 0.44% | 2.19% | Q2 2013 | Q2 2021 | 32 |
Acropolis Investment Management, LLC | 21 | 2 | 0.01% | 0.07% | 0.62% | Q2 2013 | Q2 2024 | 32 |
Migdal Insurance & Financial Holdings Ltd. | 22 | 1 | 0.00% | 0.74% | 5.13% | Q1 2016 | Q2 2024 | 32 |
Moreno Evelyn V | 22 | 5 | 0.11% | 0.36% | 1.21% | Q4 2013 | Q3 2023 | 32 |
Avidian Wealth Enterprises, LLC | 17 | 1 | 0.01% | 0.58% | 8.66% | Q4 2013 | Q2 2024 | 32 |
ACG Wealth | 20 | 1 | 0.03% | 0.08% | 0.16% | Q4 2013 | Q2 2022 | 32 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 11 | 3 | 0.00% | 0.07% | 0.17% | Q3 2014 | Q3 2023 | 32 |
Farmers & Merchants Trust Co of Chambersburg PA | 31 | 31 | 0.03% | 0.96% | 1.50% | Q4 2016 | Q2 2024 | 31 |
WASHINGTON TRUST Co | 18 | 13 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q2 2024 | 31 |
Parallel Advisors, LLC | 31 | 31 | 0.03% | 0.07% | 0.14% | Q4 2016 | Q2 2024 | 31 |
SHEETS SMITH WEALTH MANAGEMENT | 20 | 1 | 0.02% | 0.06% | 0.11% | Q1 2013 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.04% | 0.06% | 0.12% | Q1 2016 | Q3 2023 | 31 |
Glen Eagle Advisors, LLC | 31 | 31 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q2 2024 | 31 |
Steward Partners Investment Advisory, LLC | 31 | 31 | 0.01% | 0.08% | 0.18% | Q4 2016 | Q2 2024 | 31 |
Hanson & Doremus Investment Management | 31 | 31 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q2 2024 | 31 |
Chicago Partners Investment Group LLC | 30 | 1 | 0.02% | 0.04% | 0.11% | Q4 2015 | Q2 2024 | 31 |
Mirae Asset Global Investments Co., Ltd. | 15 | 1 | 0.00% | 0.05% | 0.22% | Q2 2011 | Q2 2024 | 31 |
HCR Wealth Advisors | 31 | 31 | 0.48% | 0.71% | 1.10% | Q4 2016 | Q2 2024 | 31 |
NATIXIS | 14 | 1 | 0.08% | 0.99% | 2.84% | Q3 2014 | Q2 2024 | 31 |
Abbrea Capital, LLC | 31 | 31 | 0.11% | 0.17% | 0.22% | Q4 2016 | Q2 2024 | 31 |
IHT Wealth Management, LLC | 31 | 31 | 0.15% | 0.31% | 0.57% | Q4 2016 | Q2 2024 | 31 |
Capital Investment Advisory Services, LLC | 26 | 4 | 0.02% | 0.88% | 2.74% | Q4 2016 | Q2 2024 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.04% | 0.13% | 0.41% | Q2 2013 | Q3 2020 | 30 |
Thomasville National Bank | 30 | 30 | 0.03% | 0.05% | 0.08% | Q1 2017 | Q2 2024 | 30 |
Partnervest Advisory Services LLC | 25 | 4 | 0.00% | 0.17% | 0.28% | Q2 2013 | Q3 2020 | 30 |
MILLER HOWARD INVESTMENTS INC /NY | 27 | 1 | 0.01% | 0.06% | 0.25% | Q4 2014 | Q2 2024 | 30 |
Global Retirement Partners, LLC | 20 | 10 | 0.03% | 0.15% | 0.28% | Q4 2016 | Q2 2024 | 30 |
WINTRUST INVESTMENTS LLC | 23 | 2 | 0.03% | 0.09% | 0.21% | Q2 2016 | Q2 2024 | 30 |
Schneider Downs Wealth Management Advisors, LP | 30 | 30 | 0.06% | 0.09% | 0.15% | Q1 2017 | Q2 2024 | 30 |
UNIVEST FINANCIAL Corp | 28 | 1 | 0.07% | 1.98% | 2.75% | Q2 2013 | Q4 2023 | 30 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 30 | 30 | 0.15% | 0.54% | 1.74% | Q2 2013 | Q3 2020 | 30 |
FLAGSHIP HARBOR ADVISORS, LLC | 30 | 30 | 0.11% | 0.21% | 1.34% | Q4 2016 | Q1 2024 | 30 |
Rothschild Capital Partners, LLC | 26 | 1 | 0.86% | 2.26% | 3.24% | Q2 2016 | Q2 2024 | 30 |
Glassman Wealth Services | 24 | 2 | 0.00% | 0.06% | 1.74% | Q4 2015 | Q4 2023 | 30 |
CAPTRUST FINANCIAL ADVISORS | 29 | 1 | 0.01% | 0.15% | 1.60% | Q4 2016 | Q2 2024 | 30 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 30 | 30 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2022 | 30 |
JOHN G ULLMAN & ASSOCIATES INC | 22 | 8 | 0.05% | 0.08% | 0.15% | Q1 2016 | Q2 2024 | 30 |
Bryn Mawr Capital Management, LLC | 30 | 30 | 0.01% | 0.15% | 0.30% | Q1 2017 | Q2 2024 | 30 |
NEXT Financial Group, Inc | 30 | 30 | 0.04% | 0.18% | 0.97% | Q3 2014 | Q4 2021 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2024 | 30 |
Trust Co | 22 | 8 | 0.00% | 0.69% | 2.00% | Q1 2015 | Q2 2024 | 30 |
MML INVESTORS SERVICES, LLC | 29 | 29 | 0.05% | 0.16% | 0.28% | Q2 2017 | Q2 2024 | 29 |
COLONY GROUP LLC | 18 | 2 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 29 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 29 |
FineMark National Bank & Trust | 20 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2024 | 29 |
Regal Investment Advisors LLC | 13 | 1 | 0.02% | 0.09% | 0.23% | Q2 2013 | Q2 2024 | 29 |
SNS Financial Group, LLC | 23 | 1 | 0.05% | 0.17% | 1.07% | Q1 2015 | Q2 2024 | 29 |
Venturi Wealth Management, LLC | 29 | 29 | 0.06% | 0.16% | 0.34% | Q2 2017 | Q2 2024 | 29 |
Kistler-Tiffany Companies, LLC | 21 | 8 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 29 |
National Mutual Insurance Federation of Agricultural Cooperatives | 29 | 29 | 0.01% | 0.27% | 1.39% | Q2 2013 | Q2 2020 | 29 |
Cypress Capital Management LLC (WY) | 20 | 3 | 0.01% | 0.32% | 2.34% | Q4 2014 | Q2 2024 | 29 |
Virtu Financial LLC | 7 | 1 | 0.02% | 0.25% | 0.75% | Q2 2013 | Q4 2023 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.18% | 0.40% | 0.84% | Q4 2015 | Q4 2022 | 29 |
Valeo Financial Advisors, LLC | 28 | 28 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q2 2024 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.15% | 0.42% | Q4 2013 | Q4 2020 | 29 |
Ionic Capital Management LLC | 7 | 1 | 0.01% | 0.26% | 1.19% | Q2 2014 | Q4 2018 | 29 |
Beaumont Financial Partners, LLC | 18 | 1 | 0.03% | 0.56% | 1.91% | Q2 2013 | Q3 2022 | 29 |
Winch Advisory Services, LLC | 28 | 1 | 0.00% | 0.02% | 0.50% | Q3 2016 | Q2 2024 | 29 |
Arete Wealth Advisors, LLC | 26 | 1 | 0.04% | 0.13% | 0.53% | Q4 2014 | Q2 2024 | 29 |
FIRST MANHATTAN CO. LLC. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2024 | 29 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.08% | 0.86% | Q1 2013 | Q3 2023 | 29 |
ELM ADVISORS, LLC | 27 | 1 | 0.06% | 0.20% | 0.26% | Q4 2013 | Q4 2020 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 20 | 8 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q2 2024 | 28 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 22 | 1 | 0.00% | 0.05% | 0.33% | Q4 2011 | Q2 2024 | 28 |
Point72 Asset Management, L.P. | 5 | 1 | 0.00% | 0.04% | 0.39% | Q1 2015 | Q2 2024 | 28 |
Sage Capital Advisors,llc | 28 | 28 | 0.38% | 0.55% | 0.90% | Q3 2017 | Q2 2024 | 28 |
OneDigital Investment Advisors LLC | 23 | 5 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q2 2024 | 28 |
GW HENSSLER & ASSOCIATES LTD | 28 | 28 | 0.04% | 1.24% | 2.38% | Q1 2015 | Q4 2021 | 28 |
STEPHENS INC /AR/ | 23 | 5 | 0.01% | 0.02% | 0.07% | Q2 2017 | Q2 2024 | 28 |
ALERUS FINANCIAL NA | 19 | 1 | 0.12% | 0.73% | 1.55% | Q2 2016 | Q2 2024 | 28 |
TD ASSET MANAGEMENT INC | 11 | 1 | 0.01% | 0.04% | 0.19% | Q2 2013 | Q4 2023 | 28 |
Prospera Financial Services Inc | 11 | 1 | 0.01% | 0.27% | 1.36% | Q4 2014 | Q2 2024 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
Founders Capital Management | 15 | 13 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q2 2024 | 28 |
BBVA USA Bancshares, Inc. | 22 | 6 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q1 2021 | 28 |
Westside Investment Management, Inc. | 18 | 1 | 0.00% | 0.09% | 0.29% | Q4 2016 | Q2 2024 | 28 |
PEAK6 Group LLC | 12 | 1 | 0.00% | 0.06% | 0.82% | Q4 2013 | Q1 2018 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.21% | 0.32% | 0.48% | Q2 2013 | Q1 2020 | 28 |
BB&T SECURITIES, LLC | 20 | 1 | 0.01% | 0.06% | 0.31% | Q2 2013 | Q3 2019 | 28 |
Edgestream Partners, L.P. | 7 | 1 | 0.01% | 0.58% | 3.66% | Q4 2013 | Q2 2024 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.07% | 0.15% | 0.33% | Q2 2013 | Q4 2019 | 27 |
APPLETON PARTNERS INC/MA | 27 | 27 | 0.06% | 0.23% | 0.31% | Q4 2017 | Q2 2024 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.01% | 0.61% | 1.61% | Q2 2016 | Q4 2022 | 27 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 1 | 0.02% | 0.19% | 1.02% | Q4 2016 | Q2 2024 | 27 |
Gunma Bank,Ltd. | 15 | 1 | 1.07% | 3.21% | 6.44% | Q3 2016 | Q1 2024 | 27 |
Front Row Advisors LLC | 27 | 27 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2024 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2021 | 27 |
WOLVERINE ASSET MANAGEMENT LLC | 10 | 1 | 0.00% | 0.02% | 0.18% | Q1 2015 | Q3 2023 | 27 |
IFG Advisory, LLC | 27 | 27 | 0.22% | 0.37% | 0.57% | Q4 2017 | Q2 2024 | 27 |
SeaCrest Wealth Management, LLC | 27 | 27 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q2 2024 | 27 |
Eldridge Investment Advisors, Inc. | 27 | 27 | 0.13% | 0.21% | 0.32% | Q4 2017 | Q2 2024 | 27 |
AdvisorNet Financial, Inc | 27 | 27 | 0.01% | 0.12% | 0.30% | Q4 2017 | Q2 2024 | 27 |
Financial Advocates Investment Management | 27 | 27 | 0.04% | 0.14% | 0.30% | Q4 2017 | Q2 2024 | 27 |
HBK Sorce Advisory LLC | 27 | 27 | 0.01% | 0.04% | 0.05% | Q4 2017 | Q2 2024 | 27 |
PIN OAK INVESTMENT ADVISORS INC | 27 | 27 | 0.04% | 0.09% | 0.13% | Q4 2017 | Q2 2024 | 27 |
Iron Gate Global Advisors LLC | 17 | 3 | 0.05% | 0.11% | 0.25% | Q2 2017 | Q2 2024 | 27 |
Riggs Asset Managment Co. Inc. | 9 | 1 | 0.00% | 0.15% | 2.20% | Q3 2014 | Q2 2024 | 27 |
COMMONWEALTH EQUITY SERVICES, LLC | 27 | 27 | 0.07% | 0.12% | 0.18% | Q4 2017 | Q2 2024 | 27 |
Clean Yield Group | 13 | 1 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q2 2024 | 27 |
CMH Wealth Management LLC | 27 | 27 | 0.62% | 1.10% | 2.80% | Q4 2016 | Q2 2023 | 27 |
Sound Income Strategies, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2024 | 27 |
Carroll Financial Associates, Inc. | 24 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 27 |
Successful Portfolios LLC | 27 | 27 | 0.19% | 0.28% | 0.35% | Q4 2017 | Q2 2024 | 27 |
Centiva Capital, LP | 6 | 3 | 0.00% | 0.26% | 1.50% | Q3 2018 | Q2 2024 | 27 |
1834 INVESTMENT ADVISORS CO | 27 | 27 | 0.00% | 0.30% | 1.43% | Q4 2017 | Q2 2024 | 27 |
Steigerwald, Gordon & Koch Inc. | 14 | 2 | 0.02% | 0.05% | 0.06% | Q1 2017 | Q2 2024 | 27 |
DOW CHEMICAL CO /DE/ | 27 | 27 | 0.44% | 2.83% | 6.48% | Q2 2013 | Q4 2019 | 27 |
CAPE ANN SAVINGS BANK | 17 | 1 | 0.25% | 1.23% | 1.50% | Q2 2013 | Q1 2021 | 27 |
Private Wealth Group, LLC | 27 | 27 | 0.36% | 0.95% | 2.80% | Q4 2017 | Q2 2024 | 27 |
Chesapeake Wealth Management | 26 | 26 | 0.15% | 0.21% | 0.31% | Q1 2018 | Q2 2024 | 26 |
WealthShield Partners, LLC | 14 | 12 | 0.02% | 0.22% | 0.85% | Q4 2017 | Q2 2024 | 26 |
Mount Yale Investment Advisors, LLC | 26 | 26 | 0.02% | 0.08% | 0.12% | Q1 2018 | Q2 2024 | 26 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 26 | 26 | 0.02% | 0.20% | 0.31% | Q1 2018 | Q2 2024 | 26 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2024 | 26 |
Ally Financial Inc. | 9 | 2 | 0.47% | 2.65% | 6.19% | Q2 2013 | Q1 2024 | 26 |
WEALTHSOURCE PARTNERS, LLC | 19 | 1 | 0.03% | 0.22% | 0.90% | Q4 2016 | Q4 2023 | 26 |
Highlander Capital Management, LLC | 18 | 8 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q4 2023 | 26 |
PROFFITT & GOODSON INC | 26 | 26 | 0.25% | 0.34% | 0.66% | Q1 2018 | Q2 2024 | 26 |
MGO ONE SEVEN LLC | 24 | 2 | 0.04% | 0.16% | 0.58% | Q4 2017 | Q2 2024 | 26 |
Belpointe Asset Management LLC | 21 | 2 | 0.02% | 0.12% | 0.78% | Q3 2017 | Q2 2024 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2019 | 26 |
Patriot Financial Group Insurance Agency, LLC | 16 | 4 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 26 |
Koshinski Asset Management, Inc. | 19 | 7 | 0.07% | 0.17% | 0.44% | Q4 2017 | Q2 2024 | 26 |
Providence First Trust Co | 23 | 3 | 1.04% | 2.12% | 3.48% | Q2 2017 | Q2 2024 | 26 |
Prime Capital Investment Advisors, LLC | 22 | 4 | 0.03% | 0.21% | 0.68% | Q4 2017 | Q2 2024 | 26 |
Psagot Value Holdings Ltd. | 21 | 1 | 0.00% | 1.08% | 2.88% | Q3 2013 | Q2 2021 | 26 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 26 | 26 | 3.52% | 4.99% | 5.92% | Q2 2013 | Q3 2019 | 26 |
Freedom Investment Management, Inc. | 15 | 1 | 0.02% | 0.13% | 0.89% | Q2 2014 | Q2 2024 | 26 |
Winfield Associates, Inc. | 17 | 2 | 0.02% | 0.38% | 0.84% | Q4 2013 | Q1 2022 | 26 |
CENTAURUS FINANCIAL, INC. | 26 | 26 | 0.02% | 0.31% | 0.87% | Q4 2017 | Q1 2024 | 26 |
Jump Trading, LLC | 8 | 1 | 0.00% | 0.06% | 0.27% | Q3 2013 | Q3 2018 | 26 |
Nelson Capital Management, LLC | 26 | 26 | 0.00% | 1.87% | 2.89% | Q2 2013 | Q3 2019 | 26 |
ATLAS CAPITAL ADVISORS LLC | 15 | 10 | 0.00% | 0.07% | 0.27% | Q1 2018 | Q2 2024 | 25 |
LeJeune Puetz Investment Counsel LLC | 25 | 25 | 0.16% | 0.26% | 0.43% | Q1 2017 | Q1 2023 | 25 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25 | 25 | 0.09% | 0.21% | 0.37% | Q2 2018 | Q2 2024 | 25 |
Ledyard National Bank | 24 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 25 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 23 | 2 | 0.01% | 0.10% | 0.21% | Q3 2015 | Q4 2021 | 25 |
CX Institutional | 25 | 25 | 0.00% | 0.18% | 0.64% | Q2 2018 | Q2 2024 | 25 |
USAdvisors Wealth Management, LLC | 16 | 9 | 0.04% | 0.48% | 1.48% | Q4 2017 | Q1 2024 | 25 |
MONETARY MANAGEMENT GROUP INC | 25 | 25 | 0.01% | 0.14% | 0.20% | Q2 2018 | Q2 2024 | 25 |
Hugh Johnson Advisors LLC | 25 | 25 | 1.30% | 1.58% | 3.10% | Q2 2013 | Q2 2019 | 25 |
Man Group plc | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2024 | 25 |
TIAA, FSB | 25 | 25 | 0.01% | 0.01% | 0.04% | Q2 2017 | Q2 2023 | 25 |
Parsec Financial Management, Inc. | 24 | 1 | 0.04% | 0.61% | 1.40% | Q2 2013 | Q1 2023 | 25 |
GERMAN AMERICAN BANCORP, INC. | 25 | 25 | 0.68% | 0.85% | 1.21% | Q2 2018 | Q2 2024 | 25 |
BlueCrest Capital Management Ltd | 13 | 1 | 0.01% | 0.31% | 1.18% | Q1 2015 | Q2 2024 | 25 |
PUTNAM INVESTMENTS LLC | 15 | 1 | 0.02% | 0.07% | 0.19% | Q3 2014 | Q4 2022 | 25 |
MONROE BANK & TRUST/MI | 25 | 25 | 1.00% | 1.17% | 1.30% | Q2 2013 | Q2 2019 | 25 |
Torch Wealth Management LLC | 25 | 25 | 0.48% | 0.70% | 0.87% | Q4 2013 | Q4 2019 | 25 |
CENTRAL BANK & TRUST CO | 22 | 1 | 0.00% | 0.20% | 0.31% | Q1 2015 | Q2 2024 | 25 |
Archford Capital Strategies, LLC | 25 | 25 | 0.18% | 0.60% | 1.20% | Q1 2014 | Q1 2020 | 25 |
Avitas Wealth Management LLC | 25 | 25 | 0.07% | 0.22% | 2.66% | Q2 2018 | Q2 2024 | 25 |
Concorde Asset Management, LLC | 14 | 1 | 0.12% | 0.80% | 2.83% | Q4 2014 | Q3 2022 | 25 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 0.99% | 1.88% | 2.89% | Q4 2015 | Q3 2021 | 24 |
PLIMOTH TRUST CO LLC | 17 | 7 | 0.06% | 0.09% | 0.11% | Q1 2018 | Q2 2024 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.79% | 1.11% | 1.64% | Q2 2013 | Q1 2019 | 24 |
Ancora Advisors LLC | 19 | 1 | 0.00% | 0.01% | 0.08% | Q2 2016 | Q2 2024 | 24 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.03% | 0.27% | Q3 2015 | Q2 2024 | 24 |
MEITAV INVESTMENT HOUSE LTD | 16 | 4 | 0.03% | 0.29% | 1.34% | Q4 2017 | Q2 2024 | 24 |
MOORE CAPITAL MANAGEMENT, LP | 11 | 1 | 0.01% | 0.67% | 3.00% | Q4 2013 | Q4 2023 | 24 |
Pinnacle Bancorp, Inc. | 23 | 1 | 0.01% | 0.06% | 0.17% | Q1 2017 | Q2 2024 | 24 |
SCOTIA CAPITAL INC. | 19 | 2 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q2 2024 | 24 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 24 |
Evercore Wealth Management, LLC | 12 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2023 | 24 |
Pinnacle Advisory Group, Inc. | 15 | 1 | 0.01% | 1.54% | 5.84% | Q2 2013 | Q1 2021 | 24 |
HOWE & RUSLING INC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2024 | 24 |
First Personal Financial Services | 23 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2024 | 24 |
Zurich Insurance Group Ltd/FI | 18 | 3 | 0.01% | 0.02% | 0.07% | Q3 2015 | Q2 2024 | 24 |
Parkside Financial Bank & Trust | 19 | 5 | 0.00% | 0.03% | 0.10% | Q3 2015 | Q1 2024 | 24 |
Horan Securities, Inc. | 11 | 6 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q2 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.04% | 0.27% | 1.22% | Q3 2018 | Q2 2024 | 24 |
Ausdal Financial Partners, Inc. | 14 | 2 | 0.02% | 0.20% | 0.51% | Q4 2015 | Q2 2024 | 24 |
RPg Family Wealth Advisory, LLC | 8 | 2 | 0.01% | 0.27% | 0.93% | Q1 2016 | Q2 2024 | 24 |
Voya Financial Advisors, Inc. | 23 | 1 | 0.04% | 0.05% | 0.16% | Q1 2015 | Q1 2021 | 24 |
BRAVE ASSET MANAGEMENT INC | 19 | 5 | 0.45% | 1.04% | 1.64% | Q4 2013 | Q2 2024 | 24 |
Kepos Capital LP | 18 | 6 | 0.37% | 7.68% | 32.73% | Q2 2014 | Q3 2020 | 24 |
NewEdge Advisors, LLC | 23 | 1 | 0.01% | 0.08% | 0.21% | Q2 2017 | Q2 2024 | 24 |
FARMERS TRUST CO | 24 | 24 | 0.12% | 0.49% | 1.26% | Q3 2018 | Q2 2024 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.02% | 0.07% | 0.34% | Q3 2018 | Q2 2024 | 24 |
Ballentine Partners, LLC | 19 | 1 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q2 2024 | 24 |
ACIMA PRIVATE WEALTH, LLC | 23 | 23 | 0.01% | 0.05% | 0.42% | Q4 2018 | Q2 2024 | 23 |
BANK OF NOVA SCOTIA | 16 | 1 | 0.00% | 0.15% | 0.60% | Q4 2016 | Q2 2024 | 23 |
Wealthcare Advisory Partners LLC | 14 | 9 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2024 | 23 |
CRA Financial Services, LLC | 23 | 23 | 0.15% | 0.29% | 0.48% | Q4 2018 | Q2 2024 | 23 |
Ellis Investment Partners, LLC | 23 | 23 | 0.50% | 0.77% | 1.09% | Q4 2018 | Q2 2024 | 23 |
Magnus Financial Group LLC | 23 | 23 | 0.08% | 0.18% | 0.36% | Q4 2018 | Q2 2024 | 23 |
MAI Capital Management | 17 | 2 | 0.01% | 0.07% | 0.20% | Q4 2016 | Q2 2024 | 23 |
Robertson Stephens Wealth Management, LLC | 23 | 23 | 0.05% | 0.17% | 0.45% | Q4 2018 | Q2 2024 | 23 |
Full Sail Capital, LLC | 23 | 23 | 0.26% | 0.41% | 0.69% | Q4 2018 | Q2 2024 | 23 |
Laurel Wealth Advisors LLC | 23 | 23 | 0.24% | 0.28% | 0.33% | Q4 2018 | Q2 2024 | 23 |
AVANTAX ADVISORY SERVICES, INC. | 23 | 23 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q2 2024 | 23 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 15 | 8 | 0.01% | 1.57% | 4.84% | Q2 2013 | Q3 2019 | 23 |
Cranbrook Wealth Management, LLC | 22 | 1 | 0.01% | 0.64% | 0.88% | Q4 2016 | Q2 2024 | 23 |
Moloney Securities Asset Management, LLC | 12 | 11 | 0.04% | 0.12% | 0.19% | Q3 2017 | Q2 2024 | 23 |
Patriot Wealth Management, Inc. | 23 | 23 | 1.58% | 2.29% | 2.90% | Q2 2013 | Q4 2018 | 23 |
HAMEL ASSOCIATES, INC. | 22 | 1 | 0.11% | 2.17% | 3.16% | Q1 2016 | Q2 2024 | 23 |
Certified Advisory Corp | 11 | 3 | 0.11% | 0.35% | 0.72% | Q4 2017 | Q2 2024 | 23 |
D.B. Root & Company, LLC | 23 | 23 | 0.08% | 0.31% | 0.95% | Q3 2018 | Q1 2024 | 23 |
JAMES INVESTMENT RESEARCH, INC. | 13 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2024 | 23 |
Larson Financial Group LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2024 | 23 |
Moors & Cabot, Inc. | 20 | 1 | 0.03% | 0.06% | 0.15% | Q1 2016 | Q2 2024 | 23 |
COMMUNITY TRUST & INVESTMENT CO | 23 | 23 | 0.52% | 1.71% | 2.34% | Q4 2018 | Q2 2024 | 23 |
Hanlon Investment Management, Inc. | 8 | 2 | 0.08% | 0.71% | 2.98% | Q1 2014 | Q3 2022 | 23 |
FinTrust Capital Advisors, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2024 | 23 |
Csenge Advisory Group | 21 | 2 | 0.00% | 0.37% | 0.85% | Q3 2018 | Q2 2024 | 23 |
TRUE Private Wealth Advisors | 21 | 1 | 0.02% | 0.10% | 0.35% | Q3 2018 | Q2 2024 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.01% | 0.05% | 0.08% | Q1 2019 | Q2 2024 | 22 |
Solstein Capital, LLC | 11 | 1 | 0.00% | 2.36% | 9.70% | Q3 2018 | Q2 2024 | 22 |
Vigilant Capital Management, LLC | 15 | 3 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q2 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 18 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2024 | 22 |
Brinker Capital Investments, LLC | 13 | 2 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q4 2022 | 22 |
Exchange Capital Management, Inc. | 22 | 22 | 0.00% | 0.10% | 0.34% | Q2 2013 | Q3 2018 | 22 |
J. Goldman & Co LP | 10 | 1 | 0.02% | 0.14% | 0.34% | Q2 2013 | Q2 2024 | 22 |
Shulman DeMeo Asset Management LLC | 11 | 11 | 0.24% | 0.42% | 0.71% | Q4 2018 | Q2 2024 | 22 |
Kelly Financial Services LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2024 | 22 |
CALTON & ASSOCIATES, INC. | 22 | 22 | 0.04% | 0.12% | 0.26% | Q4 2017 | Q1 2023 | 22 |
Sepio Capital, LP | 22 | 22 | 0.10% | 0.35% | 0.74% | Q1 2019 | Q2 2024 | 22 |
Friedenthal Financial | 9 | 1 | 0.02% | 2.45% | 6.88% | Q4 2013 | Q2 2024 | 22 |
Lido Advisors, LLC | 10 | 2 | 0.00% | 1.05% | 4.71% | Q1 2016 | Q2 2024 | 22 |
INTEGRAL DERIVATIVES, LLC | 6 | 1 | 0.00% | 0.04% | 0.12% | Q1 2014 | Q4 2017 | 22 |
CreativeOne Wealth, LLC | 22 | 22 | 0.03% | 0.11% | 0.51% | Q1 2019 | Q2 2024 | 22 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 22 | 22 | 0.05% | 0.15% | 0.30% | Q1 2019 | Q2 2024 | 22 |
KING LUTHER CAPITAL MANAGEMENT CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 22 |
Avantax Planning Partners, Inc. | 16 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2024 | 22 |
Cresset Asset Management, LLC | 17 | 5 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q2 2024 | 22 |
TSFG, LLC | 22 | 22 | 0.00% | 0.11% | 0.59% | Q1 2019 | Q2 2024 | 22 |
WESBANCO BANK INC | 14 | 8 | 0.01% | 0.03% | 0.09% | Q4 2018 | Q2 2024 | 22 |
Ruggie Capital Group | 14 | 4 | 0.01% | 0.41% | 2.92% | Q4 2014 | Q3 2020 | 22 |
Realta Investment Advisors | 22 | 22 | 0.04% | 0.12% | 0.28% | Q1 2019 | Q2 2024 | 22 |
SRS Capital Advisors, Inc. | 13 | 2 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2024 | 22 |
Western Wealth Management, LLC | 11 | 11 | 0.08% | 0.23% | 0.47% | Q4 2018 | Q2 2024 | 22 |
Arbor Investment Advisors, LLC | 21 | 1 | 0.12% | 0.65% | 1.13% | Q4 2010 | Q2 2016 | 22 |
MERCER GLOBAL ADVISORS INC /ADV | 22 | 22 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2024 | 22 |
Hudock, Inc. | 15 | 1 | 0.00% | 0.04% | 0.22% | Q2 2014 | Q2 2024 | 21 |
NIXON PEABODY TRUST CO | 17 | 4 | 0.33% | 0.54% | 1.05% | Q4 2015 | Q2 2023 | 21 |
PEOPLES FINANCIAL SERVICES CORP. | 19 | 2 | 0.01% | 0.31% | 0.63% | Q3 2018 | Q2 2024 | 21 |
SUN LIFE FINANCIAL INC | 21 | 21 | 0.02% | 0.71% | 1.68% | Q3 2013 | Q3 2018 | 21 |
AlphaMark Advisors, LLC | 21 | 21 | 0.03% | 1.26% | 2.07% | Q2 2019 | Q2 2024 | 21 |
BARTLETT & CO. WEALTH MANAGEMENT LLC | 10 | 2 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q2 2024 | 21 |
Simplicity Solutions, LLC | 10 | 1 | 0.01% | 0.36% | 1.96% | Q4 2014 | Q2 2023 | 21 |
SECURITY NATIONAL TRUST CO | 19 | 2 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q1 2020 | 21 |
FRANKLIN RESOURCES INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 21 |
HoyleCohen, LLC | 21 | 21 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q2 2024 | 21 |
Lumina Fund Management LLC | 20 | 1 | 0.10% | 0.32% | 0.50% | Q2 2013 | Q3 2023 | 21 |
Keel Point, LLC | 13 | 3 | 0.03% | 0.28% | 1.04% | Q4 2015 | Q2 2024 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.03% | 0.16% | Q4 2017 | Q4 2022 | 21 |
Clal Insurance Enterprises Holdings Ltd | 8 | 2 | 0.01% | 0.65% | 2.57% | Q3 2015 | Q2 2024 | 21 |
SVB WEALTH LLC | 21 | 21 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q2 2024 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 21 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 11 | 9 | 0.00% | 0.19% | 0.31% | Q3 2018 | Q3 2023 | 21 |
GREAT VALLEY ADVISOR GROUP, INC. | 21 | 21 | 0.02% | 0.08% | 0.21% | Q2 2019 | Q2 2024 | 21 |
Trek Financial, LLC | 14 | 7 | 0.06% | 0.31% | 0.59% | Q1 2019 | Q2 2024 | 21 |
OUTFITTER ADVISORS, LTD. | 21 | 21 | 0.21% | 0.24% | 0.29% | Q2 2013 | Q2 2018 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.82% | 1.16% | 1.51% | Q1 2015 | Q2 2020 | 21 |
Archer Investment Corp | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2024 | 21 |
CIM, LLC | 19 | 2 | 0.09% | 0.12% | 0.18% | Q4 2014 | Q3 2020 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.07% | 0.14% | Q2 2019 | Q2 2024 | 21 |
Qube Research & Technologies Ltd | 9 | 1 | 0.00% | 0.10% | 0.32% | Q4 2019 | Q2 2024 | 21 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.06% | 0.21% | Q2 2016 | Q2 2024 | 21 |
BANK HAPOALIM BM | 11 | 2 | 0.06% | 0.23% | 0.78% | Q2 2014 | Q1 2023 | 20 |
Penobscot Investment Management Company, Inc. | 18 | 1 | 0.02% | 0.10% | 0.24% | Q1 2018 | Q2 2024 | 20 |
ACCESS FINANCIAL SERVICES, INC. | 18 | 2 | 0.12% | 0.64% | 1.16% | Q1 2018 | Q1 2023 | 20 |
NVWM, LLC | 12 | 1 | 0.00% | 0.15% | 0.64% | Q4 2017 | Q2 2024 | 20 |
CATAWBA CAPITAL MANAGEMENT /VA | 20 | 20 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q1 2018 | 20 |
Windham Capital Management, LLC | 20 | 20 | 0.26% | 0.45% | 0.73% | Q1 2019 | Q4 2023 | 20 |
KINGS POINT CAPITAL MANAGEMENT | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 20 |
CAMBRIDGE TRUST CO | 10 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2024 | 20 |
Affiance Financial, LLC | 13 | 7 | 0.03% | 0.25% | 0.96% | Q4 2014 | Q4 2022 | 20 |
OPPENHEIMER ASSET MANAGEMENT INC. | 19 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q4 2023 | 20 |
BANQUE PICTET & CIE SA | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2023 | 20 |
HRT FINANCIAL LP | 6 | 1 | 0.01% | 0.62% | 4.74% | Q2 2015 | Q1 2024 | 20 |
STATE STREET CORP | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 20 |
NWAM LLC | 12 | 3 | 0.02% | 0.23% | 0.53% | Q2 2012 | Q1 2024 | 20 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 19 | 19 | 0.03% | 0.79% | 1.36% | Q4 2019 | Q2 2024 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.01% | 0.01% | 0.04% | Q4 2013 | Q3 2018 | 20 |
Claro Advisors LLC | 20 | 20 | 0.14% | 0.31% | 0.58% | Q4 2018 | Q3 2023 | 20 |
SWARTHMORE GROUP INC | 12 | 3 | 0.88% | 1.71% | 3.04% | Q3 2015 | Q1 2021 | 20 |
Alpha Cubed Investments, LLC | 10 | 10 | 0.02% | 0.20% | 0.81% | Q2 2019 | Q2 2024 | 20 |
American Portfolios Advisors | 20 | 20 | 0.11% | 0.19% | 0.46% | Q4 2017 | Q3 2022 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.03% | 0.05% | 0.13% | Q4 2014 | Q3 2019 | 20 |
Trust Asset Management LLC | 20 | 20 | 0.09% | 0.94% | 1.44% | Q3 2019 | Q2 2024 | 20 |
QUEST INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.28% | 1.14% | 1.57% | Q2 2013 | Q1 2018 | 20 |
Orion Portfolio Solutions, LLC | 19 | 19 | 0.00% | 0.35% | 0.96% | Q4 2019 | Q2 2024 | 20 |
FIRST MERCHANTS CORP | 20 | 20 | 0.10% | 0.25% | 0.35% | Q3 2019 | Q2 2024 | 20 |
WealthOne, LLC | 20 | 20 | 0.19% | 0.29% | 0.61% | Q4 2018 | Q3 2023 | 20 |
Rock Creek Group, LP | 16 | 4 | 0.00% | 0.43% | 1.43% | Q3 2018 | Q3 2023 | 20 |
NTV ASSET MANAGEMENT LLC | 20 | 20 | 0.03% | 0.07% | 0.14% | Q3 2019 | Q2 2024 | 20 |
Bruderman Asset Management, LLC | 8 | 3 | 0.04% | 0.52% | 1.12% | Q1 2015 | Q3 2020 | 19 |
Biltmore Family Office, LLC | 19 | 19 | 0.01% | 0.02% | 0.09% | Q4 2019 | Q2 2024 | 19 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.01% | 0.14% | 0.58% | Q1 2015 | Q2 2024 | 19 |
Richard Bernstein Advisors LLC | 19 | 19 | 0.00% | 0.90% | 1.86% | Q2 2019 | Q4 2023 | 19 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 19 | 19 | 0.08% | 0.17% | 0.22% | Q2 2013 | Q4 2017 | 19 |
Cedar Mountain Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 19 |
Resonant Capital Advisors, LLC | 19 | 19 | 0.06% | 0.12% | 0.20% | Q4 2019 | Q2 2024 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.14% | 0.40% | 0.88% | Q1 2019 | Q3 2023 | 19 |
Crabel Capital Management, LLC | 7 | 1 | 0.12% | 0.85% | 2.14% | Q4 2017 | Q2 2024 | 19 |
Equitable Holdings, Inc. | 19 | 19 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q2 2024 | 19 |
Sowa Financial Group, Inc. | 19 | 19 | 0.63% | 0.89% | 1.22% | Q4 2019 | Q2 2024 | 19 |
Curi RMB Capital, LLC | 15 | 1 | 0.01% | 0.08% | 0.26% | Q1 2015 | Q2 2020 | 19 |
First National Bank of South Miami | 19 | 19 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2023 | 19 |
Carmichael Hill & Associates, Inc. | 19 | 19 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q2 2024 | 19 |
HBW ADVISORY SERVICES LLC | 12 | 2 | 0.00% | 0.18% | 1.03% | Q3 2019 | Q2 2024 | 19 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 19 | 19 | 0.01% | 0.08% | 0.52% | Q4 2019 | Q2 2024 | 19 |
Pacifica Partners Inc. | 19 | 19 | 0.07% | 0.14% | 0.20% | Q4 2019 | Q2 2024 | 19 |
Foundations Investment Advisors, LLC | 15 | 4 | 0.01% | 0.17% | 1.42% | Q1 2019 | Q2 2024 | 19 |
Keebeck Wealth Management, LLC | 19 | 19 | 0.08% | 0.13% | 0.23% | Q4 2019 | Q2 2024 | 19 |
Arkadios Wealth Advisors | 19 | 19 | 0.06% | 0.26% | 0.90% | Q4 2019 | Q2 2024 | 19 |
One River Asset Management, LLC | 7 | 7 | 0.01% | 0.26% | 1.86% | Q4 2022 | Q2 2024 | 19 |
DELTA ASSET MANAGEMENT LLC/TN | 12 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2024 | 19 |
Samalin Investment Counsel, LLC | 19 | 19 | 0.39% | 0.66% | 1.14% | Q4 2019 | Q2 2024 | 19 |
Country Club Trust Company, n.a. | 19 | 19 | 0.03% | 0.05% | 0.08% | Q3 2013 | Q1 2018 | 19 |
Sowell Financial Services LLC | 8 | 2 | 0.04% | 0.10% | 0.21% | Q4 2016 | Q2 2024 | 19 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.00% | 0.48% | 2.19% | Q3 2013 | Q2 2022 | 19 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.00% | 0.02% | 0.17% | Q4 2019 | Q2 2024 | 19 |
CAROLINAS WEALTH CONSULTING LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2024 | 19 |
CHEMICAL BANK | 19 | 19 | 0.26% | 0.34% | 0.44% | Q4 2014 | Q2 2019 | 19 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2016 | 19 |
ATTICUS WEALTH MANAGEMENT, LLC | 19 | 19 | 0.03% | 0.16% | 0.50% | Q4 2019 | Q2 2024 | 19 |
Capula Management Ltd | 5 | 1 | 0.01% | 0.28% | 1.58% | Q1 2021 | Q2 2024 | 19 |
Wambolt & Associates, LLC | 19 | 19 | 0.08% | 0.22% | 0.40% | Q4 2018 | Q2 2023 | 19 |
Sumitomo Mitsui Trust Holdings, Inc. | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2024 | 19 |
Private Portfolio Partners LLC | 16 | 3 | 0.09% | 0.23% | 1.10% | Q2 2019 | Q2 2024 | 19 |
Financial Perspectives, Inc | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 19 |
Advanced Asset Management Advisors Inc | 19 | 19 | 0.03% | 0.06% | 0.07% | Q4 2019 | Q2 2024 | 19 |
LifePlan Financial Group, Inc | 11 | 4 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2020 | 19 |
BALLAST ADVISORS LLC | 19 | 19 | 0.02% | 0.07% | 0.18% | Q4 2019 | Q2 2024 | 19 |
EPG Wealth Management LLC | 19 | 19 | 0.04% | 0.36% | 0.80% | Q4 2019 | Q2 2024 | 19 |
American Research & Management Co. | 11 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 19 |
APPLETON GROUP, LLC | 11 | 1 | 0.25% | 0.64% | 1.15% | Q1 2016 | Q4 2022 | 19 |
BELLEVUE ASSET MANAGEMENT, LLC | 19 | 19 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q2 2024 | 19 |
FIFTH THIRD SECURITIES, INC. | 9 | 1 | 0.44% | 1.39% | 4.88% | Q2 2019 | Q2 2024 | 19 |
BDO Wealth Advisors, LLC | 16 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 19 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 19 | 19 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q2 2024 | 19 |
AGF Investments LLC | 19 | 19 | 0.00% | 0.80% | 2.03% | Q1 2018 | Q3 2022 | 19 |
Advisory Alpha, LLC | 15 | 1 | 0.01% | 0.26% | 0.78% | Q1 2019 | Q1 2024 | 19 |
BANK OF THE WEST | 13 | 2 | 0.02% | 0.05% | 0.17% | Q4 2013 | Q4 2022 | 19 |
Aveo Capital Partners, LLC | 14 | 5 | 0.07% | 0.61% | 1.77% | Q4 2018 | Q3 2023 | 19 |
Narwhal Capital Management | 10 | 9 | 0.03% | 0.11% | 0.22% | Q3 2018 | Q2 2024 | 19 |
SPRENG CAPITAL MANAGEMENT, INC. | 19 | 19 | 0.22% | 0.37% | 0.48% | Q4 2019 | Q2 2024 | 19 |
Karp Capital Management Corp | 8 | 1 | 0.02% | 1.63% | 3.99% | Q4 2014 | Q3 2022 | 19 |
Snowden Capital Advisors LLC | 11 | 8 | 0.01% | 0.07% | 0.17% | Q1 2016 | Q2 2024 | 19 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 19 | 19 | 0.01% | 0.26% | 0.59% | Q3 2017 | Q1 2022 | 19 |
EXENCIAL WEALTH ADVISORS, LLC | 17 | 2 | 0.04% | 0.25% | 0.43% | Q3 2019 | Q2 2024 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.03% | 0.09% | 0.41% | Q2 2013 | Q4 2017 | 19 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 19 | 19 | 0.09% | 0.41% | 1.56% | Q4 2019 | Q2 2024 | 19 |
Powell Investment Advisors, LLC | 19 | 19 | 0.35% | 0.45% | 0.76% | Q4 2019 | Q2 2024 | 19 |
HARBOR INVESTMENT ADVISORY, LLC | 19 | 19 | 0.03% | 0.07% | 0.14% | Q4 2019 | Q2 2024 | 19 |
Tranquility Partners, LLC | 17 | 2 | 0.25% | 0.35% | 0.52% | Q2 2019 | Q2 2024 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.03% | 0.10% | Q4 2017 | Q2 2022 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.10% | 0.16% | 0.24% | Q2 2013 | Q3 2017 | 18 |
Zuckerman Investment Group, LLC | 18 | 18 | 0.05% | 0.13% | 0.20% | Q1 2020 | Q2 2024 | 18 |
Hillswick Asset Management, LLC | 18 | 18 | 2.52% | 3.51% | 4.93% | Q4 2014 | Q1 2019 | 18 |
Beacon Pointe Advisors, LLC | 18 | 18 | 0.01% | 0.05% | 0.11% | Q1 2020 | Q2 2024 | 18 |
Financial Gravity Asset Management, Inc. | 8 | 4 | 0.00% | 0.10% | 0.78% | Q2 2019 | Q2 2024 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.11% | 0.36% | Q1 2014 | Q2 2022 | 18 |
Waldron Private Wealth LLC | 18 | 18 | 0.01% | 0.15% | 0.24% | Q1 2020 | Q2 2024 | 18 |
SIGNET FINANCIAL MANAGEMENT, LLC | 8 | 3 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q1 2024 | 18 |
Gladstone Institutional Advisory LLC | 16 | 2 | 0.03% | 0.32% | 0.95% | Q4 2018 | Q2 2024 | 18 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 16 | 1 | 0.00% | 0.49% | 2.09% | Q2 2013 | Q2 2021 | 18 |
Private Ocean, LLC | 14 | 4 | 0.00% | 0.03% | 0.15% | Q4 2013 | Q2 2024 | 18 |
Stolper Co | 18 | 18 | 0.22% | 0.27% | 0.34% | Q1 2020 | Q2 2024 | 18 |
THOMPSON SIEGEL & WALMSLEY LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
1832 Asset Management L.P. | 10 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q2 2024 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q1 2019 | 18 |
GYL FINANCIAL SYNERGIES, LLC | 9 | 1 | 0.02% | 0.15% | 0.36% | Q4 2018 | Q2 2024 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.08% | 0.13% | 0.24% | Q1 2020 | Q2 2024 | 18 |
TBH Global Asset Management, LLC | 18 | 18 | 0.11% | 0.35% | 1.50% | Q4 2019 | Q1 2024 | 18 |
Choate Investment Advisors | 13 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q2 2024 | 18 |
PATHSTONE FAMILY OFFICE, LLC | 14 | 1 | 0.05% | 0.18% | 0.37% | Q1 2017 | Q3 2023 | 18 |
Strategic Blueprint, LLC | 18 | 18 | 0.03% | 0.09% | 0.43% | Q1 2020 | Q2 2024 | 18 |
Florin Court Capital LLP | 7 | 5 | 0.53% | 11.99% | 44.32% | Q4 2016 | Q4 2022 | 18 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 12 | 1 | 0.14% | 0.21% | 0.41% | Q4 2014 | Q4 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.09% | 0.18% | 0.23% | Q2 2013 | Q3 2017 | 18 |
TCTC Holdings, LLC | 10 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2024 | 18 |
Keystone Financial Group | 9 | 4 | 0.05% | 0.09% | 0.14% | Q4 2018 | Q1 2024 | 18 |
BOOTHBAY FUND MANAGEMENT, LLC | 9 | 1 | 0.02% | 0.16% | 0.56% | Q1 2015 | Q2 2024 | 18 |
PFG Advisors | 18 | 18 | 0.04% | 0.24% | 0.50% | Q1 2020 | Q2 2024 | 18 |
Lowe Wealth Advisors, LLC | 17 | 1 | 0.01% | 0.17% | 0.32% | Q4 2019 | Q2 2024 | 18 |
Arkfeld Wealth Strategies, L.L.C. | 18 | 18 | 0.25% | 0.51% | 0.76% | Q1 2020 | Q2 2024 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q3 2019 | 18 |
Crescent Grove Advisors, LLC | 18 | 18 | 0.03% | 0.04% | 0.08% | Q1 2020 | Q2 2024 | 18 |
VICUS CAPITAL | 17 | 1 | 0.06% | 0.12% | 0.20% | Q2 2014 | Q2 2024 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2014 | 18 |
BENJAMIN EDWARDS INC | 18 | 18 | 0.04% | 0.18% | 0.47% | Q1 2020 | Q2 2024 | 18 |
Graypoint LLC | 18 | 18 | 0.38% | 0.84% | 1.46% | Q1 2020 | Q2 2024 | 18 |
FDx Advisors, Inc. | 8 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2023 | 18 |
Broadleaf Partners, LLC | 18 | 18 | 0.06% | 0.47% | 0.77% | Q1 2020 | Q2 2024 | 18 |
VALLEY NATIONAL ADVISERS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 18 |
Global Wealth Management Investment Advisory, Inc. | 15 | 3 | 0.01% | 0.03% | 0.18% | Q4 2018 | Q4 2023 | 18 |
KWMG, LLC | 18 | 18 | 0.69% | 0.80% | 0.93% | Q1 2020 | Q2 2024 | 18 |
Newfound Research LLC | 7 | 3 | 0.94% | 2.17% | 4.04% | Q1 2016 | Q3 2022 | 17 |
Donald L. Hagan, LLC | 14 | 1 | 0.01% | 0.32% | 0.64% | Q1 2016 | Q2 2024 | 17 |
BKS ADVISORS, LLC | 17 | 17 | 0.12% | 0.15% | 0.20% | Q1 2015 | Q1 2019 | 17 |
Kerntke Otto McGlone Wealth Management Group | 9 | 1 | 0.72% | 1.38% | 1.94% | Q4 2019 | Q2 2024 | 17 |
MACKENZIE FINANCIAL CORP | 16 | 1 | 0.00% | 0.06% | 0.26% | Q4 2018 | Q4 2023 | 17 |
Princeton Global Asset Management LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 17 |
PARK AVENUE SECURITIES LLC | 17 | 17 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q2 2024 | 17 |
RATIONAL ADVISORS LLC | 10 | 1 | 0.01% | 1.47% | 6.02% | Q3 2011 | Q2 2024 | 17 |
GREENWOOD CAPITAL ASSOCIATES LLC | 14 | 3 | 0.04% | 0.09% | 0.33% | Q3 2019 | Q2 2024 | 17 |
CREDIT AGRICOLE S A | 11 | 11 | 0.00% | 0.09% | 0.33% | Q4 2021 | Q2 2024 | 17 |
Vectors Research Management, LLC | 17 | 17 | 0.88% | 1.64% | 2.42% | Q2 2020 | Q2 2024 | 17 |
Timber Hill LLC | 5 | 2 | 0.00% | 0.16% | 1.01% | Q2 2013 | Q1 2020 | 17 |
Stonebridge Financial Planning Group, LLC | 17 | 17 | 0.14% | 0.34% | 0.69% | Q4 2019 | Q4 2023 | 17 |
Retirement Group, LLC | 16 | 1 | 0.01% | 0.08% | 0.86% | Q4 2019 | Q1 2024 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 15 | 2 | 0.07% | 0.13% | 0.25% | Q2 2013 | Q3 2017 | 17 |
STRATEGIC CAPITAL ADVISERS, INC. | 15 | 2 | 1.80% | 2.13% | 2.74% | Q4 2017 | Q2 2022 | 17 |
AMG National Trust Bank | 17 | 17 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q2 2024 | 17 |
Independence Bank of Kentucky | 12 | 5 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q2 2024 | 17 |
Jaffetilchin Investment Partners, LLC | 17 | 17 | 0.04% | 0.14% | 0.48% | Q2 2020 | Q2 2024 | 17 |
J.W. COLE ADVISORS, INC. | 11 | 1 | 0.16% | 0.29% | 0.63% | Q4 2019 | Q2 2024 | 17 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 3 | 0.00% | 1.12% | 10.38% | Q2 2013 | Q1 2019 | 17 |
Virtue Capital Management, LLC | 10 | 1 | 0.01% | 0.45% | 1.37% | Q1 2018 | Q2 2024 | 17 |
WealthTrust Fairport, LLC | 17 | 17 | 0.10% | 0.14% | 0.16% | Q1 2015 | Q1 2019 | 17 |
HANCOCK WHITNEY CORP | 13 | 1 | 0.01% | 0.02% | 0.09% | Q4 2014 | Q2 2022 | 17 |
Quantitative Investment Management, LLC | 4 | 1 | 0.29% | 1.72% | 3.74% | Q2 2013 | Q2 2024 | 17 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 8 | 1 | 0.00% | 0.38% | 1.38% | Q2 2014 | Q4 2016 | 17 |
Neuberger Berman Group LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2024 | 17 |
WFG Advisors, LP | 17 | 17 | 0.04% | 0.18% | 0.42% | Q2 2013 | Q2 2017 | 17 |
Alphadyne Asset Management LP | 6 | 2 | 0.09% | 1.42% | 13.23% | Q4 2016 | Q3 2023 | 17 |
Focus Financial Network, Inc. | 8 | 2 | 0.07% | 0.24% | 0.82% | Q1 2019 | Q2 2024 | 17 |
Faithward Advisors, LLC | 15 | 2 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q2 2024 | 17 |
Horizon Investments, LLC | 13 | 2 | 0.01% | 0.21% | 1.94% | Q1 2016 | Q2 2024 | 17 |
Mutual Advisors, LLC | 16 | 1 | 0.03% | 0.12% | 0.24% | Q3 2019 | Q2 2024 | 17 |
Waverly Advisors, LLC | 9 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q2 2024 | 17 |
Transform Wealth, LLC | 8 | 2 | 0.04% | 0.27% | 0.87% | Q2 2016 | Q2 2024 | 17 |
Banque Cantonale Vaudoise | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2024 | 17 |
State of Tennessee, Department of Treasury | 5 | 1 | 0.01% | 0.07% | 0.16% | Q3 2013 | Q2 2024 | 17 |
Whitegate Investment Counselors, Inc. | 12 | 1 | 0.04% | 0.08% | 0.14% | Q1 2014 | Q3 2021 | 17 |
Wealthspire Advisors, L.P. | 14 | 3 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2020 | 17 |
UMB Bank, n.a. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2024 | 17 |
Northeast Financial Consultants Inc | 17 | 17 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q2 2024 | 17 |
StrategIQ Financial Group, LLC | 15 | 2 | 0.10% | 0.38% | 0.67% | Q3 2016 | Q4 2023 | 17 |
Kovitz Investment Group Partners, LLC | 17 | 17 | 0.06% | 0.12% | 0.17% | Q2 2020 | Q2 2024 | 17 |
Fort Sheridan Advisors LLC | 17 | 17 | 0.08% | 0.49% | 0.84% | Q2 2020 | Q2 2024 | 17 |
CSS LLC/IL | 3 | 1 | 0.02% | 0.20% | 1.47% | Q1 2016 | Q2 2024 | 16 |
PROVIDA PENSION FUND ADMINISTRATOR | 9 | 1 | 0.00% | 0.59% | 4.49% | Q3 2015 | Q4 2023 | 16 |
Madden Advisory Services, Inc. | 7 | 1 | 0.00% | 0.10% | 0.34% | Q2 2013 | Q2 2024 | 16 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 1 | 0.00% | 0.03% | 0.24% | Q2 2013 | Q2 2024 | 16 |
Hills Bank & Trust Co | 13 | 3 | 0.01% | 0.14% | 0.66% | Q2 2013 | Q2 2024 | 16 |
Atlantic Union Bankshares Corp | 16 | 16 | 0.01% | 0.56% | 1.02% | Q3 2020 | Q2 2024 | 16 |
Ashton Thomas Private Wealth, LLC | 16 | 16 | 0.05% | 0.22% | 0.43% | Q3 2020 | Q2 2024 | 16 |
ProVise Management Group, LLC | 12 | 1 | 0.02% | 0.09% | 0.41% | Q1 2014 | Q2 2024 | 16 |
INNEALTA CAPITAL, LLC | 7 | 3 | 0.36% | 1.49% | 4.01% | Q1 2019 | Q2 2024 | 16 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 16 |
Millburn Ridgefield Corp | 14 | 2 | 0.00% | 0.06% | 0.16% | Q1 2020 | Q1 2024 | 16 |
Shepherd Financial Partners LLC | 16 | 16 | 0.06% | 0.42% | 1.72% | Q3 2020 | Q2 2024 | 16 |
Wealthspire Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2024 | 16 |
BAILARD, INC. | 10 | 2 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q3 2022 | 16 |
SouthState Corp | 16 | 16 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2024 | 16 |
Soros Fund Management | 7 | 1 | 0.06% | 0.77% | 4.41% | Q3 2013 | Q4 2023 | 16 |
Clear Creek Financial Management, LLC | 13 | 1 | 0.07% | 0.11% | 0.18% | Q1 2020 | Q2 2024 | 16 |
Stamos Capital Partners, L.P. | 16 | 16 | 0.08% | 0.59% | 1.65% | Q3 2020 | Q2 2024 | 16 |
ROPES WEALTH ADVISORS LLC | 15 | 1 | 0.00% | 0.06% | 0.08% | Q2 2016 | Q4 2020 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
DAVIDSON & GARRARD INC | 16 | 16 | 0.06% | 0.08% | 0.10% | Q4 2013 | Q3 2017 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 2 | 0.03% | 0.19% | 0.42% | Q4 2019 | Q2 2024 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.01% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Leucadia National | 3 | 1 | 0.00% | 1.16% | 6.84% | Q2 2016 | Q2 2024 | 16 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
American Assets Investment Management, LLC | 13 | 3 | 0.21% | 0.27% | 0.34% | Q1 2018 | Q2 2024 | 16 |
McIlrath & Eck, LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q4 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q2 2024 | 16 |
BROWN BROTHERS HARRIMAN & CO | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2023 | 16 |
RFG Advisory, LLC | 5 | 3 | 0.01% | 0.28% | 0.98% | Q1 2016 | Q2 2024 | 16 |
Kestra Advisory Services, LLC | 16 | 16 | 0.05% | 0.11% | 0.30% | Q3 2020 | Q2 2024 | 16 |
Avion Wealth | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 16 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 2 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q1 2022 | 16 |
Coyle Financial Counsel LLC | 15 | 1 | 0.11% | 0.37% | 0.58% | Q4 2013 | Q1 2018 | 16 |
Hexagon Capital Partners LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2024 | 16 |
Private Capital Management, LLC | 10 | 1 | 0.10% | 0.27% | 0.62% | Q2 2020 | Q2 2024 | 16 |
Ellevest, Inc. | 16 | 16 | 0.00% | 0.05% | 0.28% | Q2 2019 | Q1 2023 | 16 |
Foothills Asset Management, Ltd. | 7 | 4 | 0.24% | 1.49% | 2.94% | Q4 2013 | Q2 2019 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Ellsworth Advisors, LLC | 16 | 16 | 0.08% | 0.12% | 0.25% | Q3 2020 | Q2 2024 | 16 |
Weatherstone Capital Management | 11 | 1 | 0.19% | 2.02% | 4.87% | Q4 2013 | Q1 2019 | 16 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 16 | 16 | 0.06% | 0.12% | 0.31% | Q3 2020 | Q2 2024 | 16 |
Balentine LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2024 | 16 |
PhaseCapital LP | 16 | 16 | 0.85% | 6.15% | 24.85% | Q4 2014 | Q3 2018 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.17% | 0.25% | 0.40% | Q4 2018 | Q3 2022 | 16 |
ALLIANCEBERNSTEIN L.P. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2024 | 16 |
Jackson Hole Capital Partners, LLC | 16 | 16 | 0.00% | 0.11% | 0.18% | Q3 2020 | Q2 2024 | 16 |
Virtu KCG Holdings LLC | 10 | 2 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q2 2017 | 16 |
JNBA Financial Advisors | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2024 | 16 |
PACIFIC SUN FINANCIAL CORP | 6 | 2 | 0.14% | 0.21% | 0.39% | Q1 2018 | Q3 2023 | 16 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 0.40% | 1.18% | Q2 2010 | Q3 2023 | 16 |
FACTORY MUTUAL INSURANCE CO | 15 | 1 | 1.63% | 2.17% | 2.72% | Q2 2019 | Q2 2024 | 16 |
Key FInancial Inc | 15 | 1 | 0.03% | 0.06% | 0.12% | Q1 2020 | Q2 2024 | 16 |
New Capital Management LP | 15 | 15 | 0.02% | 0.06% | 0.11% | Q3 2017 | Q1 2021 | 15 |
Strategic Wealth Partners, Ltd. | 10 | 2 | 0.00% | 0.09% | 0.24% | Q4 2017 | Q1 2024 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q2 2023 | 15 |
55I, LLC | 15 | 15 | 0.04% | 0.12% | 0.32% | Q1 2019 | Q3 2022 | 15 |
COMERICA BANK | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2024 | 15 |
Employees Retirement System of Texas | 15 | 15 | 0.77% | 1.02% | 1.58% | Q4 2016 | Q2 2020 | 15 |
MONETA GROUP INVESTMENT ADVISORS LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2024 | 15 |
Navis Wealth Advisors, LLC | 15 | 15 | 0.20% | 0.36% | 0.54% | Q4 2020 | Q2 2024 | 15 |
SOA Wealth Advisors, LLC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 15 |
Chanos & Co LP | 9 | 1 | 0.09% | 1.07% | 3.31% | Q3 2015 | Q3 2020 | 15 |
PRUDENTIAL PLC | 7 | 1 | 0.00% | 1.42% | 6.18% | Q4 2016 | Q3 2023 | 15 |
Accel Wealth Management | 15 | 15 | 0.39% | 0.71% | 1.16% | Q4 2020 | Q2 2024 | 15 |
Garde Capital, Inc. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q2 2024 | 15 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 15 | 15 | 0.02% | 0.14% | 0.34% | Q2 2020 | Q4 2023 | 15 |
David J Yvars Group | 15 | 15 | 0.29% | 0.69% | 1.36% | Q4 2020 | Q2 2024 | 15 |
TD Capital Management LLC | 8 | 7 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2024 | 15 |
HANSEATIC MANAGEMENT SERVICES INC | 10 | 1 | 0.02% | 1.53% | 4.15% | Q2 2019 | Q2 2024 | 15 |
CITIZENS & NORTHERN CORP | 15 | 15 | 0.21% | 0.86% | 1.59% | Q2 2013 | Q4 2016 | 15 |
DT Investment Partners, LLC | 8 | 1 | 0.00% | 0.11% | 1.06% | Q2 2013 | Q2 2024 | 15 |
Cordasco Financial Network | 15 | 15 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2022 | 15 |
Corbenic Partners LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 15 |
Newbridge Financial Services Group, Inc. | 15 | 15 | 0.07% | 0.24% | 0.50% | Q3 2020 | Q1 2024 | 15 |
MTM Investment Management, LLC | 15 | 15 | 0.01% | 0.10% | 0.14% | Q4 2020 | Q2 2024 | 15 |
F3Logic, LLC | 10 | 5 | 0.03% | 0.28% | 0.58% | Q4 2018 | Q4 2022 | 15 |
JFS WEALTH ADVISORS, LLC | 12 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q2 2024 | 15 |
BRIGHTON JONES LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2024 | 15 |
Founders Financial Alliance, LLC | 15 | 15 | 0.03% | 0.05% | 0.09% | Q3 2020 | Q1 2024 | 15 |
Cornerstone Wealth Management, LLC | 7 | 1 | 0.02% | 0.07% | 0.26% | Q1 2016 | Q1 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.11% | 0.13% | 0.15% | Q2 2013 | Q4 2016 | 15 |
Tradition Wealth Management, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q2 2024 | 15 |
TOMPKINS FINANCIAL CORP | 9 | 1 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q1 2024 | 15 |
KANAWHA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2024 | 15 |
LCM Capital Management Inc | 15 | 15 | 1.44% | 1.85% | 2.35% | Q4 2020 | Q2 2024 | 15 |
PUBLIC INVESTMENT FUND | 15 | 15 | 4.17% | 9.72% | 27.79% | Q2 2020 | Q4 2023 | 15 |
Walleye Capital LLC | 5 | 1 | 0.01% | 0.08% | 0.25% | Q4 2021 | Q2 2024 | 15 |
TEXAS PERMANENT SCHOOL FUND CORP | 12 | 1 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q1 2020 | 15 |
Merriman Wealth Management, LLC | 6 | 1 | 0.01% | 0.08% | 0.28% | Q4 2013 | Q2 2024 | 15 |
V2 Financial group LLC | 15 | 15 | 0.16% | 0.31% | 0.59% | Q4 2020 | Q2 2024 | 15 |
Beck Bode, LLC | 8 | 7 | 0.05% | 0.12% | 0.24% | Q4 2018 | Q3 2022 | 15 |
Silverleafe Capital Partners, LLC | 14 | 1 | 0.18% | 0.35% | 0.82% | Q2 2020 | Q2 2024 | 15 |
Stratos Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.10% | 0.34% | Q4 2018 | Q2 2024 | 15 |
FIRST MIDWEST BANK TRUST DIVISION | 15 | 15 | 0.05% | 0.13% | 0.28% | Q4 2013 | Q2 2017 | 15 |
TD PRIVATE CLIENT WEALTH LLC | 15 | 15 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q2 2024 | 15 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 12 | 1 | 0.03% | 0.26% | 1.61% | Q2 2014 | Q3 2022 | 15 |
TUCKER ASSET MANAGEMENT LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2024 | 15 |
PICTET ASSET MANAGEMENT LTD | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.06% | 0.13% | 0.22% | Q2 2016 | Q4 2019 | 15 |
Diversified, LLC | 15 | 15 | 0.12% | 0.52% | 1.25% | Q4 2020 | Q2 2024 | 15 |
SITTNER & NELSON, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2024 | 15 |
Parkside Investments, LLC | 5 | 2 | 0.06% | 0.56% | 1.31% | Q4 2018 | Q2 2024 | 15 |
WEXFORD CAPITAL LP | 6 | 1 | 0.06% | 0.87% | 5.46% | Q2 2013 | Q1 2024 | 15 |
Constitution Capital LLC | 15 | 15 | 0.17% | 0.36% | 0.77% | Q4 2020 | Q2 2024 | 15 |
Global Trust Asset Management, LLC | 10 | 1 | 0.00% | 0.11% | 0.37% | Q4 2017 | Q4 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.20% | 0.34% | 0.65% | Q2 2013 | Q4 2016 | 15 |
Birchcreek Wealth Management, LLC | 15 | 15 | 0.40% | 0.60% | 0.78% | Q4 2020 | Q2 2024 | 15 |
WestEnd Advisors, LLC | 9 | 6 | 0.00% | 2.39% | 4.71% | Q1 2019 | Q2 2024 | 15 |
Smart Portfolios, LLC | 9 | 1 | 0.17% | 3.30% | 11.45% | Q2 2013 | Q2 2022 | 15 |
FOUNDERS FINANCIAL SECURITIES LLC | 13 | 2 | 0.04% | 0.17% | 0.41% | Q2 2019 | Q2 2024 | 15 |
Palumbo Wealth Management LLC | 15 | 15 | 0.09% | 0.30% | 0.65% | Q4 2020 | Q2 2024 | 15 |
Solitude Financial Services | 15 | 15 | 0.26% | 2.11% | 4.94% | Q4 2020 | Q2 2024 | 15 |
LBA Wealth Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q1 2017 | 14 |
USA FINANCIAL FORMULAS | 6 | 1 | 0.07% | 0.37% | 2.04% | Q3 2018 | Q2 2024 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2019 | 14 |
GAM Holding AG | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2016 | 14 |
Tacita Capital Inc | 14 | 14 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2024 | 14 |
Measured Wealth Private Client Group, LLC | 8 | 2 | 0.17% | 0.69% | 1.86% | Q2 2018 | Q2 2024 | 14 |
GRIMES & COMPANY, INC. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2024 | 14 |
WP Advisors, LLC | 12 | 2 | 0.01% | 0.60% | 0.97% | Q2 2018 | Q2 2024 | 14 |
Colonial River Investments, LLC | 11 | 3 | 0.24% | 0.79% | 1.31% | Q4 2020 | Q2 2024 | 14 |
Hilton Capital Management, LLC | 6 | 2 | 0.01% | 2.22% | 5.43% | Q2 2018 | Q2 2024 | 14 |
MinichMacGregor Wealth Management, LLC | 13 | 1 | 0.01% | 0.07% | 0.87% | Q4 2015 | Q4 2022 | 14 |
Graves Light Lenhart Wealth, Inc. | 13 | 1 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2022 | 14 |
Covenant Multifamily Offices, LLC | 11 | 1 | 0.00% | 0.16% | 0.71% | Q3 2014 | Q3 2021 | 14 |
ALBION FINANCIAL GROUP /UT | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 14 |
CMG Global Holdings, LLC | 14 | 14 | 0.38% | 0.47% | 0.62% | Q1 2021 | Q2 2024 | 14 |
Integrated Advisors Network LLC | 12 | 2 | 0.01% | 0.32% | 1.13% | Q4 2019 | Q2 2024 | 14 |
Clarity Financial LLC | 9 | 5 | 0.45% | 1.43% | 2.61% | Q4 2020 | Q2 2024 | 14 |
Concert Wealth Management Inc. | 14 | 14 | 0.02% | 0.12% | 0.18% | Q2 2013 | Q3 2016 | 14 |
GM Advisory Group, LLC | 9 | 5 | 0.09% | 3.10% | 6.10% | Q3 2018 | Q3 2022 | 14 |
Berger Financial Group, Inc | 11 | 3 | 0.02% | 0.11% | 0.31% | Q4 2020 | Q2 2024 | 14 |
FIRST AMERICAN TRUST, FSB | 7 | 2 | 0.04% | 0.06% | 0.11% | Q3 2018 | Q1 2023 | 14 |
Paradigm, Strategies in Wealth Management, LLC | 14 | 14 | 0.29% | 0.44% | 0.62% | Q1 2021 | Q2 2024 | 14 |
Clearstead Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2024 | 14 |
FIRST FINANCIAL CORP /IN/ | 14 | 14 | 0.00% | 0.24% | 0.30% | Q2 2013 | Q3 2016 | 14 |
Iron Horse Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2024 | 14 |
CABANA LLC | 9 | 1 | 0.00% | 8.18% | 81.32% | Q4 2017 | Q2 2024 | 14 |
Capital Directions Investment Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 14 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 14 | 14 | 0.10% | 1.25% | 2.20% | Q1 2021 | Q2 2024 | 14 |
CenterStar Asset Management, LLC | 7 | 1 | 0.00% | 0.12% | 0.68% | Q4 2018 | Q1 2024 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2022 | 14 |
Cavalier Investments, LLC | 6 | 1 | 0.34% | 3.84% | 7.25% | Q1 2016 | Q4 2020 | 14 |
MayTech Global Investments, LLC | 12 | 1 | 0.65% | 0.95% | 1.60% | Q3 2019 | Q2 2023 | 14 |
Cowen Prime Services LLC | 14 | 14 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2016 | 14 |
First Command Financial Services, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 14 |
VALICENTI ADVISORY SERVICES INC | 14 | 14 | 0.37% | 0.46% | 0.78% | Q2 2013 | Q3 2016 | 14 |
AMERICAN ASSET MANAGEMENT INC. | 14 | 14 | 0.18% | 0.22% | 0.32% | Q3 2016 | Q4 2019 | 14 |
XPONANCE, INC. | 9 | 5 | 0.08% | 0.26% | 1.09% | Q1 2014 | Q3 2017 | 14 |
InterOcean Capital Group, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2024 | 14 |
NOTTINGHAM ADVISORS, INC. | 13 | 1 | 0.06% | 0.44% | 1.99% | Q2 2020 | Q2 2024 | 14 |
BAINCO INTERNATIONAL INVESTORS | 14 | 14 | 0.68% | 0.96% | 1.18% | Q1 2013 | Q2 2016 | 14 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 14 |
Vestmark Advisory Solutions, Inc. | 9 | 5 | 0.06% | 0.52% | 2.34% | Q1 2019 | Q2 2023 | 14 |
Longer Investments Inc. | 13 | 1 | 1.41% | 4.71% | 6.24% | Q2 2013 | Q1 2018 | 14 |
WESPAC Advisors, LLC | 6 | 1 | 0.16% | 1.85% | 5.55% | Q4 2018 | Q2 2023 | 14 |
Spire Wealth Management | 14 | 14 | 0.03% | 0.16% | 0.27% | Q1 2021 | Q2 2024 | 14 |
SIMON QUICK ADVISORS, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2024 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 14 |
Merit Financial Group, LLC | 13 | 1 | 0.02% | 0.05% | 0.16% | Q4 2019 | Q2 2024 | 14 |
Grant/GrossMendelsohn, LLC | 9 | 5 | 0.11% | 2.02% | 4.88% | Q4 2020 | Q2 2024 | 14 |
Hoese & Co LLP | 14 | 14 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q2 2024 | 14 |
Bowling Portfolio Management LLC | 8 | 6 | 0.08% | 0.36% | 0.90% | Q4 2015 | Q3 2022 | 14 |
Private Wealth Advisors, LLC | 13 | 1 | 0.28% | 2.03% | 5.07% | Q4 2019 | Q2 2024 | 14 |
EVERMAY WEALTH MANAGEMENT LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2024 | 13 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.07% | 0.23% | Q1 2015 | Q1 2024 | 13 |
GTS SECURITIES LLC | 5 | 5 | 0.02% | 0.11% | 0.91% | Q2 2023 | Q2 2024 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.05% | 0.14% | 0.30% | Q2 2013 | Q2 2016 | 13 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 13 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 10 | 3 | 0.00% | 0.12% | 0.19% | Q4 2017 | Q2 2022 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.12% | 0.15% | 0.21% | Q2 2013 | Q2 2016 | 13 |
Barnett & Company, Inc. | 13 | 13 | 0.02% | 0.10% | 0.36% | Q4 2018 | Q4 2021 | 13 |
MainStreet Investment Advisors LLC | 13 | 13 | 0.27% | 0.42% | 0.61% | Q4 2017 | Q4 2020 | 13 |
GOFEN & GLOSSBERG LLC /IL/ | 8 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 13 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 13 | 13 | 0.06% | 0.15% | 0.32% | Q2 2013 | Q2 2016 | 13 |
Activest Wealth Management | 9 | 4 | 0.00% | 0.07% | 0.10% | Q1 2021 | Q2 2024 | 13 |
HARBOUR INVESTMENTS, INC. | 9 | 4 | 0.06% | 0.11% | 0.19% | Q1 2021 | Q2 2024 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2016 | 13 |
All Terrain Financial Advisors, LLC | 13 | 13 | 0.11% | 0.14% | 0.16% | Q2 2021 | Q2 2024 | 13 |
Bluefin Trading, LLC | 4 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2019 | 13 |
GPS Wealth Strategies Group, LLC | 7 | 6 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2024 | 13 |
Spectrum Management Group, LLC | 8 | 1 | 0.03% | 3.91% | 10.45% | Q1 2016 | Q3 2022 | 13 |
Summit Trail Advisors, LLC | 8 | 5 | 0.04% | 0.59% | 1.70% | Q3 2020 | Q2 2024 | 13 |
Delos Wealth Advisors, LLC | 13 | 13 | 0.04% | 0.14% | 0.94% | Q2 2021 | Q2 2024 | 13 |
Carlson Capital, L.P. | 4 | 1 | 0.06% | 0.29% | 0.81% | Q4 2013 | Q4 2023 | 13 |
Narus Financial Partners, LLC | 9 | 1 | 0.16% | 0.46% | 0.80% | Q2 2019 | Q2 2024 | 13 |
Camarda Financial Advisors, LLC | 5 | 1 | 0.01% | 2.07% | 10.59% | Q1 2016 | Q2 2024 | 13 |
British Airways Pensions Investment Management Ltd | 13 | 13 | 1.02% | 1.73% | 2.32% | Q1 2018 | Q1 2021 | 13 |
Simply Money Advisors | 11 | 2 | 0.00% | 0.22% | 0.45% | Q2 2013 | Q1 2018 | 13 |
EP Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q2 2024 | 13 |
Virtus Fund Advisers, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 13 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2024 | 13 |
BOENNING & SCATTERGOOD, INC. | 10 | 1 | 0.04% | 0.09% | 0.23% | Q2 2018 | Q4 2022 | 13 |
Diligent Investors, LLC | 13 | 13 | 0.08% | 0.12% | 0.17% | Q2 2021 | Q2 2024 | 13 |
SMITH, MOORE & CO. | 10 | 3 | 0.03% | 0.03% | 0.05% | Q1 2021 | Q2 2024 | 13 |
LUCAS CAPITAL MANAGEMENT | 13 | 13 | 0.30% | 0.98% | 1.44% | Q4 2017 | Q4 2020 | 13 |
Good Life Advisors, LLC | 13 | 13 | 0.05% | 0.10% | 0.16% | Q2 2021 | Q2 2024 | 13 |
Canton Hathaway, LLC | 12 | 1 | 0.05% | 0.50% | 0.81% | Q4 2020 | Q2 2024 | 13 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12 | 1 | 0.57% | 4.85% | 6.50% | Q2 2017 | Q2 2024 | 13 |
CUMBERLAND ADVISORS INC | 10 | 1 | 0.81% | 5.63% | 8.87% | Q1 2014 | Q2 2023 | 13 |
Pettinga Financial Advisors LLC | 8 | 1 | 0.08% | 0.48% | 1.14% | Q4 2018 | Q2 2024 | 13 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12 | 1 | 0.59% | 4.77% | 7.06% | Q2 2017 | Q2 2024 | 13 |
Zimmer Partners, LP | 2 | 1 | 0.35% | 2.13% | 8.69% | Q2 2013 | Q2 2023 | 13 |
Cerity Partners LLC | 10 | 3 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2024 | 13 |
San Luis Wealth Advisors LLC | 12 | 1 | 0.17% | 0.50% | 0.93% | Q4 2020 | Q2 2024 | 13 |
D. E. Shaw & Co., Inc. | 6 | 1 | 0.00% | 0.07% | 0.21% | Q2 2018 | Q2 2024 | 13 |
Bayesian Capital Management, LP | 4 | 1 | 0.04% | 0.22% | 0.78% | Q3 2016 | Q1 2024 | 13 |
First Command Bank | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 13 |
Apollon Wealth Management, LLC | 12 | 1 | 0.04% | 0.09% | 0.16% | Q2 2020 | Q2 2024 | 13 |
OLD DOMINION CAPITAL MANAGEMENT INC | 13 | 13 | 0.20% | 0.70% | 2.06% | Q3 2018 | Q3 2021 | 13 |
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 6 | 1 | 0.00% | 0.05% | 0.36% | Q2 2013 | Q2 2021 | 13 |
TrinityPoint Wealth, LLC | 8 | 5 | 0.23% | 0.37% | 0.59% | Q1 2019 | Q2 2024 | 13 |
Perigon Wealth Management, LLC | 11 | 1 | 0.01% | 0.09% | 0.50% | Q3 2011 | Q2 2024 | 13 |
ASSET MANAGEMENT CORP /IL/ /ADV | 13 | 13 | 0.26% | 0.43% | 0.59% | Q1 2020 | Q1 2023 | 13 |
Semmax Financial Advisors Inc. | 13 | 13 | 0.00% | 0.03% | 0.28% | Q4 2018 | Q4 2021 | 13 |
StoneX Group Inc. | 6 | 1 | 0.05% | 0.23% | 0.68% | Q4 2018 | Q2 2024 | 13 |
Miracle Mile Advisors, LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q2 2023 | 13 |
HNP Capital LLC | 13 | 13 | 0.07% | 1.34% | 2.21% | Q1 2020 | Q1 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 13 |
COWA, LLC | 13 | 13 | 0.15% | 0.24% | 0.33% | Q4 2020 | Q4 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2019 | 13 |
Briaud Financial Planning, Inc | 8 | 2 | 0.02% | 3.86% | 8.89% | Q1 2020 | Q2 2024 | 13 |
Berkeley Capital Partners, LLC | 7 | 1 | 0.08% | 0.16% | 0.48% | Q1 2016 | Q2 2024 | 13 |
RPG Investment Advisory, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 13 |
Advisors Preferred, LLC | 7 | 1 | 0.01% | 0.13% | 0.78% | Q1 2014 | Q4 2022 | 13 |
Laidlaw Wealth Management LLC | 12 | 1 | 0.04% | 0.15% | 0.23% | Q4 2019 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.08% | 0.10% | 0.16% | Q2 2013 | Q2 2016 | 13 |
Roble, Belko & Company, Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2024 | 13 |
PSI Advisors, LLC | 12 | 1 | 0.01% | 0.08% | 0.21% | Q4 2019 | Q2 2024 | 13 |
Financial Enhancement Group LLC | 8 | 2 | 0.01% | 0.39% | 2.28% | Q1 2016 | Q2 2020 | 13 |
Curtis Advisory Group, LLC | 13 | 13 | 0.07% | 0.19% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Sound View Wealth Advisors Group, LLC | 13 | 13 | 0.08% | 0.21% | 0.32% | Q2 2021 | Q2 2024 | 13 |
Pensionmark Financial Group, LLC | 12 | 1 | 0.07% | 0.12% | 0.19% | Q1 2021 | Q2 2024 | 13 |
MMA ASSET MANAGEMENT LLC | 13 | 13 | 0.34% | 0.45% | 0.57% | Q4 2020 | Q4 2023 | 13 |
AlphaStar Capital Management, LLC | 7 | 1 | 0.14% | 0.39% | 1.01% | Q2 2019 | Q1 2023 | 13 |
Smith Salley Wealth Management | 13 | 13 | 0.05% | 0.10% | 0.20% | Q2 2013 | Q2 2016 | 13 |
Stillwater Investment Management, LLC | 13 | 13 | 0.18% | 0.51% | 0.74% | Q1 2020 | Q1 2023 | 13 |
RiverFront Investment Group, LLC | 5 | 1 | 0.01% | 0.87% | 2.20% | Q3 2010 | Q2 2024 | 13 |
Alpine Global Management, LLC | 4 | 1 | 0.07% | 0.39% | 1.21% | Q3 2014 | Q1 2024 | 12 |
INVESTMENT HOUSE LLC | 8 | 4 | 0.04% | 0.06% | 0.09% | Q4 2015 | Q2 2024 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.09% | 0.28% | 0.55% | Q4 2018 | Q3 2021 | 12 |
WRAPMANAGER INC | 4 | 1 | 0.07% | 0.36% | 2.75% | Q3 2012 | Q2 2019 | 12 |
PATTON ALBERTSON MILLER GROUP, LLC | 12 | 12 | 0.08% | 0.12% | 0.17% | Q3 2021 | Q2 2024 | 12 |
Centric Wealth Management | 4 | 1 | 0.11% | 0.75% | 1.32% | Q4 2018 | Q2 2024 | 12 |
Rampart Investment Management Company, LLC | 4 | 1 | 0.02% | 2.22% | 8.16% | Q4 2014 | Q1 2020 | 12 |
CHILTON INVESTMENT CO INC. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q2 2024 | 12 |
Castleview Partners, LLC | 11 | 1 | 0.00% | 0.22% | 0.78% | Q2 2021 | Q2 2024 | 12 |
Aurora Private Wealth, Inc. | 7 | 5 | 0.08% | 0.22% | 0.62% | Q1 2020 | Q1 2023 | 12 |
VALLEY WEALTH MANAGERS, INC. | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2024 | 12 |
GABLES CAPITAL MANAGEMENT INC. | 12 | 12 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2021 | 12 |
AFAM CAPITAL, INC. | 6 | 2 | 0.04% | 0.38% | 0.79% | Q1 2014 | Q4 2017 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Janney Capital Management LLC | 6 | 1 | 0.01% | 0.95% | 2.23% | Q2 2014 | Q2 2024 | 12 |
Citizens National Bank Trust Department | 11 | 1 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q2 2024 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.07% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
ARISTEIA CAPITAL, L.L.C. | 4 | 2 | 0.03% | 0.16% | 0.68% | Q3 2018 | Q4 2020 | 12 |
MidWestOne Financial Group, Inc. | 12 | 12 | 0.09% | 0.30% | 0.38% | Q3 2021 | Q2 2024 | 12 |
Covestor Ltd | 11 | 11 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q2 2024 | 12 |
683 Capital Management, LLC | 8 | 1 | 0.35% | 1.83% | 2.97% | Q2 2016 | Q1 2020 | 12 |
Maple Capital Management, Inc. | 11 | 1 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q2 2024 | 12 |
Vickerman Investment Advisors, Inc. | 12 | 12 | 1.04% | 1.34% | 1.51% | Q3 2021 | Q2 2024 | 12 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 4 | 1 | 0.01% | 0.45% | 1.81% | Q2 2016 | Q2 2024 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2016 | 12 |
6 Meridian | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q3 2020 | 12 |
Glovista Investments LLC | 5 | 1 | 0.02% | 1.35% | 4.15% | Q2 2013 | Q4 2020 | 12 |
Addison Advisors LLC | 11 | 1 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q2 2024 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2012 | Q3 2015 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.05% | 0.09% | 0.16% | Q4 2018 | Q3 2021 | 12 |
Personal Capital Advisors Corp | 12 | 12 | 0.00% | 0.02% | 0.12% | Q1 2020 | Q4 2022 | 12 |
Essex LLC | 12 | 12 | 0.10% | 0.14% | 0.16% | Q3 2021 | Q2 2024 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.05% | 0.10% | 0.23% | Q4 2018 | Q3 2021 | 12 |
NATIXIS ADVISORS, LLC | 7 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 12 |
WOLFF WIESE MAGANA LLC | 11 | 1 | 0.01% | 0.06% | 0.14% | Q4 2020 | Q2 2024 | 12 |
Verity Asset Management, Inc. | 7 | 1 | 0.22% | 2.51% | 6.68% | Q1 2014 | Q1 2022 | 12 |
Grandview Asset Management LLC | 11 | 1 | 0.02% | 0.18% | 0.33% | Q1 2021 | Q2 2024 | 12 |
Olympiad Research LP | 12 | 12 | 0.32% | 1.30% | 3.03% | Q4 2019 | Q3 2022 | 12 |
J Arnold Wealth Management Co | 7 | 5 | 0.01% | 0.09% | 0.57% | Q4 2019 | Q1 2023 | 12 |
Point72 Middle East FZE | 5 | 5 | 0.00% | 0.04% | 0.17% | Q4 2022 | Q4 2023 | 12 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.00% | 0.12% | 0.34% | Q2 2017 | Q1 2024 | 12 |
Centerpoint Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
GFS Advisors, LLC | 12 | 12 | 0.03% | 0.07% | 0.11% | Q3 2021 | Q2 2024 | 12 |
GeoWealth Management, LLC | 8 | 1 | 0.03% | 0.28% | 1.15% | Q3 2019 | Q2 2024 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.00% | 0.05% | 0.34% | Q4 2020 | Q3 2023 | 12 |
New Potomac Partners, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 12 |
MATRIX PRIVATE CAPITAL GROUP LLC | 12 | 12 | 0.00% | 0.18% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Keeley-Teton Advisors, LLC | 12 | 12 | 0.03% | 0.13% | 0.32% | Q1 2018 | Q4 2020 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q2 2024 | 12 |
IBERIABANK CORP | 12 | 12 | 0.06% | 0.12% | 0.20% | Q3 2017 | Q2 2020 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.91% | 1.25% | 1.59% | Q2 2013 | Q1 2016 | 12 |
U.S. Capital Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.07% | 0.26% | Q3 2021 | Q2 2024 | 12 |
SII INVESTMENTS INC/WI | 11 | 1 | 0.02% | 0.08% | 0.14% | Q2 2014 | Q3 2017 | 12 |
Financial Management Professionals, Inc. | 4 | 1 | 0.00% | 0.33% | 1.24% | Q2 2013 | Q4 2022 | 12 |
Fieldpoint Private Securities, LLC | 7 | 5 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q2 2022 | 12 |
Mizuho Trust & Banking Co., Ltd. | 9 | 3 | 0.36% | 6.91% | 20.03% | Q4 2016 | Q4 2019 | 12 |
Aspen Investment Management Inc | 8 | 1 | 0.16% | 0.75% | 1.23% | Q2 2018 | Q2 2024 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 12 |
Quantbot Technologies LP | 5 | 1 | 0.01% | 0.10% | 0.27% | Q3 2019 | Q1 2024 | 12 |
Tuttle Capital Management, LLC | 5 | 1 | 0.11% | 1.32% | 2.96% | Q3 2016 | Q2 2023 | 12 |
Wealthfront Advisers LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 11 |
AJ WEALTH STRATEGIES, LLC | 11 | 11 | 0.07% | 0.16% | 0.25% | Q4 2020 | Q2 2023 | 11 |
QCM Cayman, Ltd. | 2 | 1 | 0.06% | 1.89% | 7.08% | Q1 2014 | Q3 2023 | 11 |
Symmetry Partners, LLC | 4 | 1 | 0.05% | 0.57% | 1.34% | Q3 2018 | Q1 2023 | 11 |
TD Waterhouse Canada Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 11 |
PGIM Custom Harvest LLC | 7 | 4 | 0.36% | 0.62% | 1.42% | Q4 2020 | Q2 2024 | 11 |
DENVER WEALTH MANAGEMENT, INC. | 9 | 1 | 1.81% | 4.27% | 7.74% | Q1 2021 | Q2 2024 | 11 |
Quad-Cities Investment Group, LLC | 8 | 3 | 0.18% | 0.21% | 0.27% | Q1 2018 | Q4 2020 | 11 |
Polar Asset Management Partners Inc. | 7 | 1 | 0.03% | 0.24% | 0.46% | Q2 2014 | Q1 2020 | 11 |
Strategic Advisors LLC | 6 | 1 | 0.07% | 0.35% | 0.95% | Q2 2013 | Q2 2024 | 11 |
RIDGECREST WEALTH PARTNERS, LLC | 11 | 11 | 0.16% | 0.20% | 0.28% | Q1 2021 | Q3 2023 | 11 |
HOEY INVESTMENTS, INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 11 |
Salomon & Ludwin, LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q2 2024 | 11 |
PARAGON FINANCIAL PARTNERS, INC. | 11 | 11 | 2.55% | 3.01% | 3.62% | Q4 2021 | Q2 2024 | 11 |
Perfromance Wealth Partners, LLC | 11 | 11 | 0.06% | 0.13% | 0.21% | Q4 2021 | Q2 2024 | 11 |
Washington Trust Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
AXXCESS WEALTH MANAGEMENT, LLC | 11 | 11 | 0.02% | 0.12% | 0.38% | Q4 2021 | Q2 2024 | 11 |
Global Financial Private Client, LLC | 11 | 11 | 0.01% | 0.03% | 0.15% | Q4 2021 | Q2 2024 | 11 |
INSIGHT 2811, INC. | 5 | 1 | 0.21% | 0.57% | 1.38% | Q4 2014 | Q3 2021 | 11 |
Byrne Asset Management LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2024 | 11 |
Allie Family Office LLC | 11 | 11 | 0.33% | 0.59% | 1.87% | Q4 2021 | Q2 2024 | 11 |
Cypress Capital Group | 11 | 11 | 0.11% | 0.16% | 0.21% | Q4 2021 | Q2 2024 | 11 |
Laraway Financial Advisors Inc | 11 | 11 | 1.22% | 1.43% | 1.66% | Q4 2021 | Q2 2024 | 11 |
Advance Capital Management, Inc. | 11 | 11 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q2 2024 | 11 |
Rikoon Group, LLC | 8 | 3 | 0.09% | 0.18% | 0.26% | Q2 2018 | Q1 2021 | 11 |
WealthPLAN Partners, LLC | 5 | 1 | 0.01% | 0.02% | 0.08% | Q4 2015 | Q2 2023 | 11 |
Domani Wealth, LLC | 10 | 1 | 0.07% | 0.12% | 0.17% | Q3 2018 | Q3 2022 | 11 |
Cladis Investment Advisory, LLC | 11 | 11 | 0.41% | 0.48% | 0.62% | Q4 2021 | Q2 2024 | 11 |
JTC Employer Solutions Trustee Ltd | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 11 |
Phoenix Holdings Ltd. | 6 | 1 | 0.01% | 0.28% | 1.06% | Q3 2019 | Q2 2024 | 11 |
Raleigh Capital Management Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 11 |
Intellectus Partners, LLC | 6 | 5 | 0.01% | 0.25% | 0.46% | Q3 2017 | Q2 2020 | 11 |
EMFO, LLC | 11 | 11 | 0.02% | 0.07% | 0.12% | Q3 2021 | Q1 2024 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q2 2023 | 11 |
Stone Point Wealth LLC | 11 | 11 | 0.29% | 0.39% | 0.61% | Q4 2021 | Q2 2024 | 11 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 11 | 11 | 0.41% | 0.66% | 0.76% | Q4 2021 | Q2 2024 | 11 |
Meridian Financial, LLC | 11 | 11 | 0.25% | 0.31% | 0.43% | Q4 2021 | Q2 2024 | 11 |
SVA Wealth Management, LLC | 11 | 11 | 0.08% | 0.17% | 0.25% | Q2 2018 | Q4 2020 | 11 |
Comprehensive Wealth Management, LLC | 11 | 11 | 0.25% | 0.51% | 0.62% | Q3 2021 | Q1 2024 | 11 |
BLACKROCK ADVISORS LLC | 5 | 2 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q4 2016 | 11 |
Versant Capital Management, Inc | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2024 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.01% | 0.16% | 0.31% | Q4 2019 | Q2 2022 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.02% | 0.40% | 1.43% | Q3 2020 | Q1 2023 | 11 |
Key Client Fiduciary Advisors, LLC | 11 | 11 | 1.88% | 2.61% | 3.85% | Q4 2021 | Q2 2024 | 11 |
Inscription Capital, LLC | 6 | 2 | 0.01% | 0.08% | 0.19% | Q4 2018 | Q4 2022 | 11 |
Ameritas Advisory Services, LLC | 11 | 11 | 0.08% | 0.15% | 0.30% | Q4 2021 | Q2 2024 | 11 |
Price Wealth, LLC | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2020 | 11 |
Penserra Capital Management LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q2 2024 | 11 |
American Financial Advisors, LLC | 9 | 2 | 0.03% | 0.08% | 0.16% | Q4 2020 | Q2 2024 | 11 |
IRON Financial LLC | 8 | 1 | 0.12% | 0.43% | 2.88% | Q1 2015 | Q4 2020 | 11 |
M&R CAPITAL MANAGEMENT INC | 5 | 2 | 0.01% | 0.07% | 0.18% | Q4 2014 | Q4 2023 | 11 |
Sheaff Brock Investment Advisors, LLC | 6 | 1 | 0.01% | 0.05% | 0.21% | Q4 2015 | Q4 2021 | 11 |
JMAC ENTERPRISES LLC | 11 | 11 | 0.14% | 0.21% | 0.28% | Q4 2021 | Q2 2024 | 11 |
Taylor & Morgan Wealth Management, LLC | 11 | 11 | 0.19% | 0.29% | 0.61% | Q4 2021 | Q2 2024 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 11 |
Gerber Kawasaki Wealth & Investment Management | 9 | 2 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q2 2024 | 11 |
Lion Street Advisors, LLC | 8 | 3 | 0.14% | 0.20% | 0.23% | Q3 2021 | Q2 2024 | 11 |
DRW Securities, LLC | 6 | 1 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q2 2024 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q1 2017 | 11 |
Mechanics Financial Corp | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 11 |
Advisor Resource Council | 9 | 2 | 0.12% | 0.70% | 1.48% | Q2 2021 | Q1 2024 | 11 |
Lucia Wealth Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2020 | 11 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 4 | 1 | 0.00% | 0.16% | 0.55% | Q3 2017 | Q3 2022 | 11 |
Retirement Planning Co of New England, Inc. | 11 | 11 | 0.18% | 0.25% | 0.32% | Q4 2021 | Q2 2024 | 11 |
K2 PRINCIPAL FUND, L.P. | 3 | 1 | 0.02% | 0.63% | 1.46% | Q2 2015 | Q4 2023 | 11 |
Avior Wealth Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q2 2024 | 11 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 4 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q1 2021 | 11 |
Lenox Wealth Management, Inc. | 8 | 3 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q2 2020 | 11 |
Wilson & Boucher Capital Management, LLC | 11 | 11 | 1.62% | 1.96% | 2.26% | Q4 2021 | Q2 2024 | 11 |
Clear Perspective Advisors, LLC | 7 | 4 | 0.13% | 0.27% | 0.45% | Q4 2016 | Q3 2019 | 11 |
Accretive Wealth Partners, LLC | 7 | 4 | 0.66% | 1.35% | 2.04% | Q4 2020 | Q2 2024 | 11 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2024 | 11 |
NCM Capital Management, LLC | 11 | 11 | 0.14% | 0.38% | 0.76% | Q4 2021 | Q2 2024 | 11 |
SEI INVESTMENTS CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q2 2023 | 11 |
Financial Engines Advisors L.L.C. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2024 | 11 |
Loveless Wealth Management LLC | 11 | 11 | 2.14% | 2.40% | 2.81% | Q4 2019 | Q2 2022 | 11 |
NATIONAL BANK OF CANADA /FI/ | 11 | 11 | 0.00% | 0.02% | 0.16% | Q4 2021 | Q2 2024 | 11 |
Collaborative Wealth Managment Inc. | 9 | 1 | 0.86% | 1.34% | 1.64% | Q1 2021 | Q2 2024 | 11 |
SG3 Management, LLC | 5 | 2 | 0.00% | 0.21% | 1.15% | Q4 2018 | Q4 2021 | 11 |
FSC Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.37% | 4.09% | Q4 2021 | Q2 2024 | 11 |
Eudaimonia Partners, LLC | 6 | 5 | 0.02% | 0.33% | 0.83% | Q4 2019 | Q2 2023 | 11 |
U S GLOBAL INVESTORS INC | 4 | 1 | 0.00% | 0.14% | 0.30% | Q3 2013 | Q3 2019 | 11 |
Catalyst Capital Advisors LLC | 9 | 2 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q2 2023 | 11 |
VisionPoint Advisory Group, LLC | 6 | 5 | 0.00% | 0.17% | 0.48% | Q4 2020 | Q2 2024 | 11 |
PRIMORIS WEALTH ADVISORS, LLC | 11 | 11 | 0.56% | 2.10% | 4.47% | Q4 2021 | Q2 2024 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2023 | 11 |
Zullo Investment Group, Inc. | 11 | 11 | 0.76% | 0.95% | 1.10% | Q4 2021 | Q2 2024 | 11 |
RWA WEALTH PARTNERS, LLC | 5 | 1 | 0.01% | 0.25% | 0.71% | Q3 2017 | Q2 2024 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q2 2019 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.30% | 0.45% | 0.55% | Q4 2018 | Q2 2021 | 11 |
TIFF ADVISORY SERVICES, LLC | 5 | 3 | 0.40% | 2.09% | 4.09% | Q1 2019 | Q4 2022 | 11 |
Paladin Advisory Group, LLC | 11 | 11 | 0.02% | 0.07% | 0.10% | Q4 2021 | Q2 2024 | 11 |
Meridian Wealth Management, LLC | 9 | 1 | 0.01% | 0.06% | 0.08% | Q2 2019 | Q2 2024 | 11 |
Perennial Advisors, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2021 | 11 |
Treynor Bancshares, Inc. | 11 | 11 | 0.17% | 0.52% | 1.11% | Q4 2021 | Q2 2024 | 11 |
Wealth Enhancement & Preservation of GA, LLC | 11 | 11 | 0.24% | 0.51% | 1.96% | Q1 2020 | Q3 2022 | 11 |
TAP Consulting, LLC | 9 | 1 | 0.01% | 0.66% | 1.33% | Q4 2021 | Q2 2024 | 10 |
Allspring Global Investments Holdings, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 10 |
PENOBSCOT WEALTH MANAGEMENT | 10 | 10 | 0.41% | 0.74% | 0.99% | Q1 2022 | Q2 2024 | 10 |
Somerset Group LLC | 8 | 2 | 0.17% | 0.21% | 0.25% | Q2 2016 | Q3 2019 | 10 |
Fisher Asset Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 10 |
HAZLETT, BURT & WATSON, INC. | 10 | 10 | 0.16% | 0.22% | 0.28% | Q1 2022 | Q2 2024 | 10 |
QVR LLC | 4 | 1 | 0.01% | 0.76% | 3.14% | Q1 2018 | Q1 2020 | 10 |
Strengthening Families & Communities, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 10 |
MCDANIEL TERRY & CO | 4 | 1 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q2 2024 | 10 |
Beacon Capital Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2024 | 10 |
Proficio Capital Partners LLC | 8 | 2 | 0.04% | 0.31% | 0.62% | Q4 2015 | Q3 2023 | 10 |
Anfield Capital Management, LLC | 5 | 1 | 0.00% | 1.35% | 2.94% | Q4 2019 | Q1 2023 | 10 |
Atom Investors LP | 4 | 1 | 0.09% | 0.49% | 1.05% | Q3 2020 | Q2 2024 | 10 |
Texas Capital Bank Wealth Management Services Inc | 9 | 1 | 0.03% | 0.40% | 0.87% | Q3 2021 | Q2 2024 | 10 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 6 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q2 2023 | 10 |
Swaine & Leidel Wealth Services, LLC | 8 | 1 | 0.42% | 0.55% | 0.66% | Q2 2019 | Q1 2022 | 10 |
WINTON GROUP Ltd | 5 | 1 | 0.03% | 0.60% | 1.87% | Q4 2019 | Q2 2024 | 10 |
ELLIOTT MANAGEMENT CORP | 3 | 3 | 0.58% | 1.58% | 3.13% | Q2 2017 | Q4 2019 | 10 |
HORIZON BANCORP INC /IN/ | 4 | 2 | 0.05% | 0.16% | 0.33% | Q4 2019 | Q2 2024 | 10 |
Delphi Private Advisors LLC | 9 | 1 | 0.01% | 0.03% | 0.17% | Q4 2016 | Q2 2019 | 10 |
SJS Investment Consulting Inc. | 8 | 2 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q2 2024 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.00% | 0.26% | 0.95% | Q2 2013 | Q3 2015 | 10 |
Objective Capital Management, LLC | 10 | 10 | 0.36% | 0.44% | 0.54% | Q4 2021 | Q1 2024 | 10 |
Interchange Capital Partners, LLC | 9 | 1 | 0.06% | 0.31% | 0.55% | Q4 2020 | Q2 2024 | 10 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 10 | 10 | 0.20% | 0.23% | 0.25% | Q1 2022 | Q2 2024 | 10 |
Main Street Financial Solutions, LLC | 8 | 2 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q2 2023 | 10 |
Wechter Feldman Wealth Management, Inc. | 6 | 1 | 0.34% | 9.13% | 17.00% | Q4 2016 | Q2 2020 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2023 | 10 |
FULTON BREAKEFIELD BROENNIMAN LLC | 10 | 10 | 0.32% | 0.34% | 0.36% | Q2 2013 | Q3 2015 | 10 |
Atria Wealth Solutions, Inc. | 10 | 10 | 0.12% | 0.27% | 0.46% | Q1 2022 | Q2 2024 | 10 |
Arrow Investment Advisors, LLC | 6 | 2 | 4.53% | 5.55% | 6.43% | Q1 2016 | Q3 2022 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.08% | 0.09% | 0.10% | Q4 2014 | Q1 2017 | 10 |
Eisler Capital (US) LLC | 5 | 5 | 0.01% | 0.12% | 0.23% | Q2 2023 | Q2 2024 | 10 |
Rise Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2024 | 10 |
FAYEZ SAROFIM & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 10 |
AHL INVESTMENT MANAGEMENT, INC. | 7 | 3 | 0.22% | 0.35% | 0.52% | Q4 2021 | Q2 2024 | 10 |
Bedell Frazier Investment Counselling, LLC | 10 | 10 | 1.79% | 2.49% | 3.14% | Q1 2022 | Q2 2024 | 10 |
Detwiler Fenton Investment Management LLC | 10 | 10 | 0.31% | 0.76% | 1.46% | Q1 2011 | Q2 2013 | 10 |
Armor Investment Advisors, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2024 | 10 |
GODSEY & GIBB, INC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2024 | 10 |
Innova Wealth Partners | 6 | 2 | 0.20% | 3.52% | 4.23% | Q4 2020 | Q2 2024 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 10 |
Center for Financial Planning, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Zions Bancorporation, N.A. | 10 | 10 | 0.01% | 0.03% | 0.15% | Q4 2018 | Q1 2021 | 10 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.21% | 1.38% | Q3 2017 | Q4 2023 | 10 |
CEDAR CAPITAL, LLC | 5 | 1 | 0.08% | 0.43% | 0.92% | Q3 2016 | Q3 2021 | 10 |
GREENWOOD GEARHART INC | 7 | 3 | 1.14% | 1.27% | 1.48% | Q2 2021 | Q2 2024 | 10 |
L.M. KOHN & COMPANY | 10 | 10 | 0.22% | 0.33% | 0.41% | Q1 2022 | Q2 2024 | 10 |
E&G Advisors, LP | 10 | 10 | 0.06% | 0.16% | 0.23% | Q1 2022 | Q2 2024 | 10 |
CUTLER INVESTMENT COUNSEL LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2024 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 10 |
Tyler-Stone Wealth Management | 5 | 5 | 0.31% | 0.41% | 0.53% | Q4 2021 | Q2 2024 | 10 |
CINQUE PARTNERS LLC | 10 | 10 | 0.91% | 1.42% | 2.56% | Q2 2013 | Q3 2015 | 10 |
HARRELL INVESTMENT PARTNERS, LLC | 8 | 2 | 0.60% | 0.95% | 1.36% | Q4 2019 | Q2 2024 | 10 |
Integrity Financial Corp /WA | 10 | 10 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q2 2024 | 10 |
ICA Group Wealth Management, LLC | 10 | 10 | 0.04% | 0.28% | 0.76% | Q1 2022 | Q2 2024 | 10 |
Second Half Financial Partners, LLC | 10 | 10 | 0.18% | 1.23% | 5.44% | Q1 2022 | Q2 2024 | 10 |
KG&L Capital Management,LLC | 7 | 3 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q2 2024 | 10 |
NORWOOD FINANCIAL CORP | 10 | 10 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2024 | 10 |
Giralda Advisors, LLC | 7 | 3 | 2.39% | 3.53% | 6.00% | Q4 2013 | Q2 2016 | 10 |
MKT Advisors LLC | 7 | 3 | 0.11% | 0.20% | 0.30% | Q4 2021 | Q2 2024 | 10 |
L & S Advisors Inc | 4 | 1 | 0.03% | 0.30% | 1.54% | Q2 2014 | Q2 2024 | 10 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 10 | 10 | 0.09% | 1.08% | 3.46% | Q1 2022 | Q2 2024 | 10 |
SYMONS CAPITAL MANAGEMENT INC | 10 | 10 | 0.16% | 0.65% | 0.93% | Q2 2019 | Q3 2021 | 10 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4 | 1 | 0.01% | 0.48% | 2.35% | Q4 2016 | Q2 2024 | 10 |
J.Safra Asset Management Corp | 7 | 3 | 0.00% | 5.38% | 10.28% | Q4 2019 | Q2 2024 | 10 |
Stelac Advisory Services LLC | 8 | 2 | 0.08% | 0.22% | 0.49% | Q2 2018 | Q4 2020 | 10 |
Allianz Asset Management GmbH | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2022 | 10 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 10 | 10 | 1.88% | 2.61% | 3.13% | Q4 2017 | Q1 2020 | 10 |
Electron Capital Partners, LLC | 4 | 2 | 0.53% | 1.20% | 2.62% | Q4 2020 | Q3 2023 | 10 |
Federation des caisses Desjardins du Quebec | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.60% | 1.16% | Q4 2021 | Q2 2024 | 10 |
IndexIQ Advisors LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q1 2020 | 10 |
COMERICA SECURITIES,INC. | 7 | 3 | 0.05% | 0.16% | 0.38% | Q2 2020 | Q3 2023 | 10 |
Braver Wealth Management, LLC | 7 | 3 | 0.09% | 1.07% | 3.43% | Q2 2013 | Q3 2016 | 10 |
Global Financial Private Capital, Inc | 7 | 3 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q2 2020 | 10 |
Bank of New Hampshire | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2024 | 10 |
M Holdings Securities, Inc. | 5 | 1 | 0.03% | 0.11% | 0.23% | Q3 2014 | Q1 2023 | 10 |
Meiji Yasuda Life Insurance Co | 9 | 9 | 0.03% | 0.11% | 0.33% | Q2 2022 | Q2 2024 | 9 |
SteelPeak Wealth, LLC | 5 | 4 | 0.01% | 0.06% | 0.26% | Q1 2022 | Q2 2024 | 9 |
Visionary Wealth Advisors | 8 | 1 | 0.04% | 0.08% | 0.18% | Q4 2021 | Q2 2024 | 9 |
Wealth Quarterback LLC | 5 | 2 | 0.00% | 1.03% | 2.27% | Q4 2019 | Q2 2024 | 9 |
Lokken Investment Group LLC | 9 | 9 | 0.36% | 0.64% | 1.16% | Q2 2022 | Q2 2024 | 9 |
Flagship Private Wealth, LLC | 6 | 3 | 0.02% | 0.23% | 0.42% | Q4 2020 | Q2 2023 | 9 |
STABLEFORD CAPITAL II LLC | 6 | 3 | 0.41% | 0.83% | 1.71% | Q3 2021 | Q2 2024 | 9 |
4J Wealth Management LLC | 7 | 2 | 0.68% | 3.03% | 5.58% | Q4 2020 | Q1 2024 | 9 |
Journey Advisory Group, LLC | 9 | 9 | 0.06% | 0.18% | 0.36% | Q4 2020 | Q4 2022 | 9 |
Rockbridge Investment Management, LCC | 8 | 1 | 0.00% | 0.06% | 0.08% | Q2 2020 | Q4 2023 | 9 |
Client First Capital LLC | 9 | 9 | 3.14% | 6.14% | 8.56% | Q4 2021 | Q4 2023 | 9 |
Jump Financial, LLC | 3 | 1 | 0.07% | 0.42% | 0.98% | Q3 2020 | Q2 2024 | 9 |
Wealth Advisory Solutions, LLC | 5 | 4 | 0.01% | 0.99% | 2.17% | Q3 2020 | Q3 2023 | 9 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 4 | 1 | 0.03% | 0.16% | 0.49% | Q4 2018 | Q1 2023 | 9 |
CHURCHILL MANAGEMENT Corp | 2 | 1 | 0.36% | 1.17% | 1.97% | Q2 2014 | Q2 2024 | 9 |
EAGLE GLOBAL ADVISORS LLC | 6 | 3 | 0.01% | 0.50% | 1.26% | Q4 2018 | Q1 2022 | 9 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 6 | 1 | 0.04% | 0.50% | 0.94% | Q2 2021 | Q2 2024 | 9 |
Itau Unibanco Holding S.A. | 6 | 3 | 0.03% | 0.11% | 0.34% | Q3 2016 | Q3 2022 | 9 |
Banco Santander, S.A. | 9 | 9 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q1 2020 | 9 |
HOLDERNESS INVESTMENTS CO | 9 | 9 | 0.06% | 0.10% | 0.12% | Q4 2021 | Q4 2023 | 9 |
GIRARD PARTNERS LTD. | 4 | 1 | 0.02% | 0.05% | 0.20% | Q3 2018 | Q2 2024 | 9 |
MAPLE SECURITIES USA INC | 7 | 2 | 0.11% | 0.67% | 1.60% | Q2 2013 | Q3 2015 | 9 |
ROCKLAND TRUST CO | 6 | 1 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q4 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.09% | 0.15% | 0.26% | Q1 2021 | Q1 2023 | 9 |
Independent Portfolio Consultants, Inc. | 9 | 9 | 0.03% | 0.04% | 0.06% | Q2 2014 | Q2 2016 | 9 |
Legacy Private Trust Co. | 8 | 1 | 0.04% | 0.20% | 0.32% | Q1 2017 | Q2 2024 | 9 |
PLANNING DIRECTIONS INC | 9 | 9 | 0.19% | 0.74% | 1.25% | Q2 2022 | Q2 2024 | 9 |
NOVARE CAPITAL MANAGEMENT LLC | 7 | 2 | 0.02% | 0.23% | 0.91% | Q1 2016 | Q2 2024 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.10% | 0.23% | Q2 2013 | Q2 2015 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 9 |
Legal & General Group Plc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 9 |
Eagle Ridge Investment Management | 7 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2024 | 9 |
STOCK YARDS BANK & TRUST CO | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2024 | 9 |
BRR OpCo, LLC | 6 | 3 | 0.04% | 0.08% | 0.13% | Q3 2019 | Q3 2022 | 9 |
MONEY CONCEPTS CAPITAL CORP | 6 | 1 | 0.01% | 0.22% | 1.03% | Q4 2020 | Q2 2024 | 9 |
Sageworth Trust Co | 8 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q2 2024 | 9 |
Sequent Asset Management, LLC | 8 | 1 | 0.13% | 0.20% | 0.24% | Q1 2014 | Q2 2024 | 9 |
Vollero Beach Capital Partners LLC | 5 | 3 | 0.30% | 1.17% | 2.44% | Q4 2013 | Q2 2016 | 9 |
Logan Stone Capital, LLC | 8 | 1 | 0.22% | 1.03% | 2.06% | Q4 2021 | Q1 2024 | 9 |
Banco BTG Pactual S.A. | 4 | 1 | 0.07% | 3.18% | 22.35% | Q1 2019 | Q2 2024 | 9 |
Marathon Trading Investment Management LLC | 4 | 1 | 0.00% | 0.06% | 0.21% | Q1 2020 | Q1 2024 | 9 |
Cerebellum GP, LLC | 8 | 1 | 0.04% | 0.25% | 0.30% | Q1 2018 | Q3 2020 | 9 |
VICTORY CAPITAL MANAGEMENT INC | 9 | 9 | 0.00% | 0.03% | 0.04% | Q2 2022 | Q2 2024 | 9 |
Bell Bank | 9 | 9 | 2.35% | 4.18% | 5.33% | Q3 2019 | Q3 2021 | 9 |
Vontobel Holding Ltd. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2024 | 9 |
IPG Investment Advisors LLC | 5 | 1 | 0.16% | 0.42% | 0.64% | Q3 2016 | Q3 2021 | 9 |
Caprock Group, LLC | 8 | 1 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q4 2019 | 9 |
Stephens Consulting, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2024 | 9 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q2 2024 | 9 |
Abound Wealth Management | 9 | 9 | 0.02% | 4.68% | 9.10% | Q2 2022 | Q2 2024 | 9 |
Coston, McIsaac & Partners | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 9 |
Intrepid Financial Planning Group LLC | 9 | 9 | 0.67% | 0.80% | 0.95% | Q2 2022 | Q2 2024 | 9 |
Ritter Daniher Financial Advisory LLC / DE | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2024 | 9 |
Moisand Fitzgerald Tamayo, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2024 | 9 |
Arcus Capital Partners, LLC | 9 | 9 | 0.09% | 0.36% | 0.58% | Q2 2019 | Q2 2021 | 9 |
First PREMIER Bank | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 9 |
Redwood Financial Network Corp | 6 | 3 | 0.20% | 0.23% | 0.27% | Q1 2022 | Q2 2024 | 9 |
Darwin Wealth Management, LLC | 7 | 2 | 0.06% | 0.14% | 0.43% | Q4 2018 | Q1 2023 | 9 |
WESPAC Advisors SoCal, LLC | 8 | 1 | 0.01% | 1.80% | 3.17% | Q3 2018 | Q2 2024 | 9 |
Matisse Capital | 9 | 9 | 0.12% | 0.23% | 0.46% | Q1 2020 | Q1 2022 | 9 |
Bristlecone Advisors, LLC | 5 | 1 | 0.00% | 0.08% | 0.16% | Q4 2015 | Q1 2023 | 9 |
Ascent Group, LLC | 9 | 9 | 0.02% | 0.06% | 0.10% | Q2 2022 | Q2 2024 | 9 |
HORIZON FINANCIAL SERVICES, LLC | 5 | 4 | 0.05% | 0.15% | 0.23% | Q2 2021 | Q2 2024 | 9 |
SL ADVISORS, LLC | 8 | 1 | 0.12% | 0.25% | 0.46% | Q2 2016 | Q3 2018 | 9 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 7 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2024 | 9 |
CIBC WORLD MARKETS CORP | 5 | 1 | 0.01% | 0.43% | 3.34% | Q1 2017 | Q2 2024 | 9 |
CPWM, LLC | 4 | 2 | 0.02% | 0.08% | 0.13% | Q4 2011 | Q2 2022 | 9 |
Pacific Center for Financial Services | 6 | 1 | 0.00% | 0.06% | 0.10% | Q4 2016 | Q2 2024 | 9 |
Wall Capital Group, Inc. | 6 | 3 | 0.36% | 2.67% | 4.06% | Q1 2017 | Q3 2023 | 9 |
BFSG, LLC | 9 | 9 | 0.05% | 0.10% | 0.13% | Q2 2022 | Q2 2024 | 9 |
EverSource Wealth Advisors, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 9 |
AlphaCore Capital LLC | 5 | 2 | 0.00% | 0.09% | 0.30% | Q4 2019 | Q4 2023 | 9 |
Berman Capital Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2020 | 9 |
Cypress Wealth Services, LLC | 8 | 1 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q1 2022 | 9 |
Ballew Advisors, Inc | 4 | 2 | 0.02% | 0.38% | 0.94% | Q1 2018 | Q2 2021 | 9 |
Aries Wealth Management | 9 | 9 | 0.09% | 0.15% | 0.19% | Q2 2022 | Q2 2024 | 9 |
Investors Research Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 9 |
Triumph Capital Management | 9 | 9 | 0.12% | 0.42% | 1.03% | Q1 2022 | Q1 2024 | 9 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.08% | 0.14% | 0.22% | Q4 2021 | Q2 2024 | 9 |
Financial Partners Group, Inc | 9 | 9 | 0.21% | 0.43% | 0.73% | Q2 2021 | Q2 2023 | 9 |
G&S Capital LLC | 5 | 1 | 0.86% | 1.80% | 2.77% | Q4 2018 | Q3 2023 | 9 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.07% | 0.16% | Q1 2020 | Q2 2024 | 9 |
FNY Investment Advisers, LLC | 4 | 1 | 0.00% | 0.18% | 1.32% | Q1 2019 | Q1 2024 | 9 |
Principle Wealth Partners LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 9 |
HHM Wealth Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2024 | 9 |
Prentice Wealth Management LLC | 3 | 2 | 0.15% | 0.24% | 0.32% | Q1 2021 | Q2 2024 | 9 |
Dougherty Wealth Advisers LLC | 9 | 9 | 0.28% | 0.54% | 0.63% | Q4 2018 | Q4 2020 | 9 |
Asset Advisors Investment Management, LLC | 9 | 9 | 0.03% | 0.41% | 0.59% | Q2 2022 | Q2 2024 | 9 |
Bernardo Wealth Planning LLC | 9 | 9 | 0.20% | 0.30% | 0.38% | Q4 2018 | Q4 2020 | 9 |
9258 Wealth Management, LLC | 9 | 9 | 0.06% | 0.09% | 0.13% | Q2 2022 | Q2 2024 | 9 |
Blue Trust, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 9 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 5 | 1 | 0.01% | 0.05% | 0.15% | Q2 2020 | Q2 2024 | 9 |
Marcum Wealth, LLC | 9 | 9 | 0.02% | 0.06% | 0.09% | Q2 2022 | Q2 2024 | 9 |
Thrive Capital Management, LLC | 8 | 1 | 0.13% | 0.66% | 0.95% | Q1 2022 | Q2 2024 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.03% | 0.07% | 0.24% | Q4 2019 | Q2 2024 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.26% | 0.36% | 0.75% | Q4 2019 | Q4 2021 | 9 |
One Charles Private Wealth Services, LLC | 9 | 9 | 0.22% | 0.48% | 0.86% | Q2 2022 | Q2 2024 | 9 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.49% | 0.55% | 0.60% | Q2 2013 | Q1 2015 | 8 |
3D/L Capital Management, LLC | 5 | 3 | 0.12% | 0.15% | 0.25% | Q1 2021 | Q3 2023 | 8 |
CIM INVESTMENT MANAGEMENT INC | 8 | 8 | 0.72% | 0.86% | 1.07% | Q3 2022 | Q2 2024 | 8 |
TrueWealth Advisors, LLC | 8 | 8 | 0.12% | 0.20% | 0.25% | Q3 2022 | Q2 2024 | 8 |
MBA Advisors LLC | 8 | 8 | 0.98% | 1.40% | 1.81% | Q3 2021 | Q2 2023 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.06% | 0.09% | 0.16% | Q1 2013 | Q4 2014 | 8 |
DEARBORN PARTNERS LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2024 | 8 |
Dorsey Wright & Associates | 4 | 1 | 0.77% | 1.61% | 3.80% | Q1 2016 | Q2 2022 | 8 |
PBMares Wealth Management LLC | 8 | 8 | 0.07% | 0.12% | 0.25% | Q1 2022 | Q4 2023 | 8 |
BARRETT & COMPANY, INC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2024 | 8 |
US FINANCIAL ADVISORS, LLC | 7 | 1 | 0.06% | 5.24% | 10.40% | Q4 2014 | Q4 2020 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Venture Visionary Partners LLC | 7 | 1 | 0.00% | 0.06% | 0.12% | Q2 2022 | Q2 2024 | 8 |
HC FINANCIAL ADVISORS INC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2022 | 8 |
Fort Point Capital Partners LLC | 6 | 6 | 0.00% | 0.58% | 1.41% | Q1 2022 | Q2 2023 | 8 |
Joel Isaacson & Co., LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 8 |
Belmont Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2024 | 8 |
Live Your Vision, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 8 |
Financial & Tax Architects, LLC | 7 | 1 | 0.19% | 0.45% | 0.60% | Q2 2021 | Q2 2024 | 8 |
Psagot Value Holdings Ltd. / (Israel) | 8 | 8 | 0.00% | 0.07% | 0.20% | Q3 2022 | Q2 2024 | 8 |
MEEDER ASSET MANAGEMENT INC | 4 | 2 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q2 2022 | 8 |
J2 Capital Management Inc | 8 | 8 | 0.25% | 0.55% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Bank of Marin | 7 | 1 | 0.19% | 0.36% | 0.43% | Q2 2022 | Q2 2024 | 8 |
Selective Wealth Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Resurgent Financial Advisors LLC | 7 | 1 | 0.02% | 0.35% | 1.24% | Q2 2022 | Q2 2024 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
TEXAS CAPITAL BANCSHARES INC/TX | 6 | 2 | 0.27% | 0.61% | 1.05% | Q3 2021 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2021 | 8 |
BRAUN STACEY ASSOCIATES INC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2024 | 8 |
McAdam, LLC | 6 | 2 | 0.03% | 0.06% | 0.11% | Q2 2022 | Q2 2024 | 8 |
ROMANO BROTHERS AND COMPANY | 8 | 8 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q2 2024 | 8 |
Intercontinental Wealth Advisors, LLC | 6 | 2 | 0.07% | 0.14% | 0.23% | Q4 2016 | Q1 2020 | 8 |
Hollow Brook Wealth Management LLC | 8 | 8 | 0.68% | 1.62% | 2.23% | Q3 2022 | Q2 2024 | 8 |
AMF Tjanstepension AB | 8 | 8 | 0.35% | 0.53% | 0.71% | Q4 2014 | Q3 2016 | 8 |
Argentus Capital Management, LLC | 5 | 1 | 0.01% | 0.12% | 0.20% | Q2 2013 | Q3 2016 | 8 |
Graticule Asia Macro Advisors LLC | 5 | 1 | 0.14% | 1.86% | 9.23% | Q1 2017 | Q1 2022 | 8 |
Charter Oak Capital Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 8 |
Ferris Capital, LLC | 4 | 1 | 0.01% | 0.43% | 0.65% | Q2 2017 | Q1 2022 | 8 |
New Millennium Group LLC | 7 | 1 | 0.02% | 2.36% | 5.94% | Q2 2022 | Q2 2024 | 8 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q2 2024 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
Stone Toro Investment Advisers, LP | 8 | 8 | 0.20% | 1.40% | 4.06% | Q2 2013 | Q1 2015 | 8 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 8 | 8 | 0.10% | 0.37% | 0.52% | Q3 2022 | Q2 2024 | 8 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2024 | 8 |
Financial Synergies Wealth Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2024 | 8 |
Secure Asset Management, LLC | 5 | 1 | 0.06% | 0.55% | 2.38% | Q4 2019 | Q4 2023 | 8 |
Old Port Advisors | 8 | 8 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q1 2023 | 8 |
Dakota Wealth Management | 8 | 8 | 0.16% | 0.26% | 0.33% | Q3 2022 | Q2 2024 | 8 |
Virtus Investment Advisers, Inc. | 5 | 1 | 0.06% | 7.14% | 16.63% | Q2 2013 | Q4 2016 | 8 |
Zions Bancorporation | 6 | 2 | 0.00% | 0.03% | 0.11% | Q2 2016 | Q3 2018 | 8 |
Saudi Central Bank | 7 | 1 | 10.65% | 26.06% | 51.14% | Q1 2021 | Q2 2024 | 8 |
Blue Chip Partners, LLC | 7 | 1 | 0.02% | 0.04% | 0.12% | Q4 2020 | Q2 2024 | 8 |
Compton Financial Group, LLC | 8 | 8 | 2.02% | 2.19% | 2.38% | Q1 2022 | Q4 2023 | 8 |
BOK Financial Private Wealth, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2024 | 8 |
NORTHSTAR INVESTMENT ADVISORS LLC | 8 | 8 | 0.04% | 0.07% | 0.11% | Q3 2019 | Q2 2021 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.30% | 0.49% | 0.62% | Q2 2013 | Q1 2015 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.02% | 0.09% | 0.14% | Q4 2013 | Q3 2015 | 8 |
BARINGS LLC | 8 | 8 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q1 2015 | 8 |
KENFARB & CO. | 8 | 8 | 0.46% | 0.51% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Sterling Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
WADE G W & INC | 8 | 8 | 0.01% | 0.06% | 0.21% | Q1 2022 | Q4 2023 | 8 |
Summit Place Financial Advisors, LLC | 5 | 1 | 0.18% | 1.25% | 2.10% | Q1 2020 | Q3 2023 | 8 |
HYMAN CHARLES D | 6 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2024 | 8 |
Baker Avenue Asset Management, LP | 6 | 1 | 0.00% | 0.04% | 0.15% | Q4 2013 | Q2 2024 | 8 |
QUADRANT CAPITAL GROUP LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Leisure Capital Management | 8 | 8 | 1.26% | 1.38% | 1.51% | Q4 2014 | Q3 2016 | 8 |
West Branch Capital LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Apexium Financial, LP | 8 | 8 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q2 2024 | 8 |
Pacific Capital Wealth Advisors, Inc. | 8 | 8 | 0.01% | 0.27% | 0.39% | Q3 2022 | Q2 2024 | 8 |
Redhawk Wealth Advisors, Inc. | 3 | 1 | 0.60% | 2.25% | 3.22% | Q2 2019 | Q3 2022 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.31% | 2.40% | Q4 2020 | Q4 2022 | 8 |
COUNTRY CLUB BANK | 8 | 8 | 0.02% | 0.04% | 0.09% | Q3 2022 | Q2 2024 | 8 |
HB Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 8 |
Hartford Financial Management Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
TPH Asset Management, LLC | 7 | 1 | 0.05% | 1.34% | 4.04% | Q3 2013 | Q4 2015 | 8 |
Danda Trouve Investment Management, Inc. | 5 | 3 | 1.84% | 3.32% | 4.88% | Q4 2019 | Q3 2022 | 8 |
LEVIN CAPITAL STRATEGIES, L.P. | 3 | 1 | 0.00% | 0.04% | 0.12% | Q4 2013 | Q1 2024 | 8 |
Relative Value Partners, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Financial Sense Advisors, Inc. | 6 | 2 | 0.21% | 0.33% | 0.49% | Q3 2020 | Q3 2022 | 8 |
Ironsides Asset Advisors, LLC | 6 | 2 | 0.14% | 0.24% | 0.41% | Q2 2022 | Q2 2024 | 8 |
STRS OHIO | 7 | 1 | 0.03% | 0.06% | 0.18% | Q1 2020 | Q3 2023 | 8 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 8 |
Quantitative Advantage, LLC | 4 | 1 | 1.45% | 2.18% | 3.36% | Q1 2016 | Q3 2019 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.09% | 0.14% | 0.23% | Q2 2013 | Q1 2015 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.24% | 0.35% | 0.58% | Q2 2013 | Q1 2015 | 8 |
Allen Capital Group, LLC | 6 | 6 | 0.00% | 0.01% | 0.08% | Q4 2020 | Q1 2022 | 8 |
Lavaca Capital LLC | 4 | 1 | 0.06% | 0.12% | 0.21% | Q4 2018 | Q3 2023 | 7 |
USCA RIA LLC | 3 | 2 | 0.06% | 0.11% | 0.17% | Q3 2018 | Q3 2020 | 7 |
Advocacy Wealth Management Services, LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2019 | 7 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 7 | 7 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q2 2024 | 7 |
FRANKLIN STREET ADVISORS INC /NC | 7 | 7 | 0.05% | 0.30% | 0.70% | Q4 2022 | Q2 2024 | 7 |
Ergoteles LLC | 5 | 2 | 0.02% | 0.15% | 0.37% | Q1 2021 | Q1 2023 | 7 |
Farther Finance Advisors, LLC | 7 | 7 | 0.01% | 0.05% | 0.12% | Q4 2022 | Q2 2024 | 7 |
Maryland State Retirement & Pension System | 7 | 7 | 0.71% | 0.82% | 1.17% | Q4 2022 | Q2 2024 | 7 |
Halpern Financial, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2024 | 7 |
Pallas Capital Advisors LLC | 5 | 2 | 0.04% | 0.08% | 0.11% | Q3 2021 | Q2 2024 | 7 |
Black Diamond Financial, LLC | 6 | 1 | 0.04% | 0.09% | 0.11% | Q1 2022 | Q2 2024 | 7 |
Alkeon Capital Management | 4 | 4 | 0.11% | 1.10% | 1.86% | Q2 2017 | Q1 2018 | 7 |
BOSTON RESEARCH & MANAGEMENT INC | 7 | 7 | 1.41% | 1.57% | 1.76% | Q2 2013 | Q4 2014 | 7 |
Colonial Trust Advisors | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
PDT Partners, LLC | 6 | 1 | 0.02% | 0.15% | 0.30% | Q3 2015 | Q4 2017 | 7 |
LUMINUS MANAGEMENT LLC | 2 | 1 | 0.02% | 0.55% | 1.33% | Q3 2014 | Q1 2019 | 7 |
Integrated Wealth Management | 7 | 7 | 0.04% | 0.08% | 0.11% | Q1 2015 | Q3 2016 | 7 |
UNITED BANK | 5 | 2 | 0.03% | 0.11% | 0.15% | Q4 2020 | Q1 2023 | 7 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 1 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q1 2023 | 7 |
Y.D. More Investments Ltd | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2024 | 7 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q4 2020 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q1 2021 | 7 |
Ziegler Capital Management, LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2024 | 7 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q4 2022 | 7 |
Lee Capital Holdings LLC | 7 | 7 | 0.68% | 2.00% | 5.69% | Q2 2018 | Q4 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Deane Retirement Strategies, Inc. | 3 | 1 | 0.01% | 5.14% | 11.52% | Q4 2014 | Q2 2023 | 7 |
Beaumont Financial Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2024 | 7 |
McGlone Suttner Wealth Management, Inc. | 7 | 7 | 0.15% | 0.19% | 0.29% | Q4 2022 | Q2 2024 | 7 |
STRATEGIC WEALTH MANAGEMENT INC | 4 | 1 | 0.92% | 2.87% | 6.55% | Q1 2013 | Q2 2021 | 7 |
Lattice Strategies LLC | 7 | 7 | 0.20% | 0.31% | 0.41% | Q2 2013 | Q4 2014 | 7 |
Altshuler Shaham Ltd | 7 | 7 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q2 2020 | 7 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.30% | 0.68% | Q1 2016 | Q3 2017 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.72% | 1.96% | 2.66% | Q4 2021 | Q2 2023 | 7 |
Pflug Koory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.04% | 0.22% | Q4 2017 | Q3 2019 | 7 |
Asset Allocation Strategies LLC | 7 | 7 | 1.46% | 2.46% | 3.79% | Q4 2022 | Q2 2024 | 7 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.06% | 0.26% | 0.77% | Q1 2016 | Q3 2022 | 7 |
Kades & Cheifetz LLC | 7 | 7 | 0.32% | 0.36% | 0.42% | Q4 2022 | Q2 2024 | 7 |
Rockingstone Advisors LLC | 7 | 7 | 0.26% | 0.30% | 0.38% | Q4 2022 | Q2 2024 | 7 |
New England Investment & Retirement Group, Inc. | 4 | 1 | 0.10% | 1.88% | 5.94% | Q1 2016 | Q1 2020 | 7 |
DB Wealth Management Group, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2023 | 7 |
Ahrens Investment Partners LLC | 3 | 1 | 0.03% | 0.08% | 0.14% | Q1 2019 | Q1 2023 | 7 |
Seminole Management Co., Inc. | 7 | 7 | 0.88% | 2.74% | 5.95% | Q1 2015 | Q3 2016 | 7 |
Cullen Capital Management, LLC | 3 | 1 | 0.01% | 0.05% | 0.22% | Q4 2021 | Q2 2024 | 7 |
Colonial Trust Co / SC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
Worth Asset Management, LLC | 6 | 1 | 0.02% | 0.38% | 1.91% | Q1 2022 | Q2 2024 | 7 |
Lloyd Advisory Services, LLC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Forward Management, LLC | 4 | 1 | 0.00% | 0.22% | 0.37% | Q2 2014 | Q4 2017 | 7 |
Matthew Goff Investment Advisor, LLC | 5 | 2 | 0.11% | 1.80% | 3.37% | Q1 2021 | Q2 2024 | 7 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.02% | 0.17% | 0.66% | Q4 2013 | Q2 2022 | 7 |
Hayden Royal, LLC | 6 | 1 | 0.37% | 0.64% | 1.19% | Q4 2018 | Q3 2020 | 7 |
Stockman Wealth Management, Inc. | 7 | 7 | 0.12% | 0.16% | 0.22% | Q4 2022 | Q2 2024 | 7 |
Rafferty Asset Management, LLC | 7 | 7 | 0.03% | 0.06% | 0.10% | Q2 2017 | Q4 2018 | 7 |
COLLECTIVE FAMILY OFFICE LLC | 7 | 7 | 0.33% | 0.35% | 0.45% | Q4 2020 | Q2 2022 | 7 |
SFMG, LLC | 2 | 1 | 0.07% | 1.59% | 4.52% | Q1 2014 | Q1 2020 | 7 |
Hudson Bay Capital Management LP | 3 | 1 | 0.01% | 0.16% | 0.41% | Q2 2016 | Q2 2024 | 7 |
Marquette Asset Management, LLC | 7 | 7 | 0.14% | 0.16% | 0.20% | Q4 2020 | Q2 2022 | 7 |
WBI INVESTMENTS, LLC | 6 | 1 | 0.04% | 0.09% | 0.14% | Q3 2017 | Q1 2022 | 7 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.44% | 2.07% | 3.78% | Q2 2013 | Q2 2024 | 7 |
GENERAL ELECTRIC CO | 7 | 7 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Corient Private Wealth LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2024 | 7 |
Compass Wealth Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
VIRIDIAN RIA, LLC | 7 | 7 | 0.12% | 3.68% | 4.77% | Q4 2018 | Q2 2020 | 7 |
DFPG INVESTMENTS, LLC | 5 | 2 | 0.14% | 0.66% | 1.58% | Q2 2019 | Q4 2022 | 7 |
SILVERLAKE WEALTH MANAGEMENT LLC | 5 | 2 | 0.11% | 0.27% | 0.47% | Q4 2021 | Q2 2024 | 7 |
Tibra Equities Europe Ltd | 7 | 7 | 0.47% | 1.82% | 3.70% | Q1 2018 | Q3 2019 | 7 |
Perella Weinberg Partners Capital Management LP | 3 | 1 | 0.15% | 1.19% | 3.11% | Q3 2013 | Q1 2018 | 7 |
Busey Bank | 5 | 2 | 0.06% | 0.30% | 0.83% | Q2 2013 | Q3 2020 | 7 |
EUDAIMONIA ADVISORS LLC | 7 | 7 | 0.15% | 0.20% | 0.28% | Q4 2021 | Q2 2023 | 7 |
FundX Investment Group, LLC | 5 | 2 | 0.09% | 1.80% | 3.73% | Q1 2016 | Q4 2019 | 7 |
Blueshift Asset Management, LLC | 7 | 7 | 0.04% | 0.15% | 0.27% | Q1 2021 | Q3 2022 | 7 |
Bogart Wealth, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 7 |
ASPIRIANT, LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 7 |
Icon Wealth Partners, LLC | 6 | 1 | 0.03% | 0.07% | 0.19% | Q3 2018 | Q2 2022 | 7 |
ARMSTRONG ADVISORY GROUP, INC | 7 | 7 | 0.69% | 0.94% | 1.50% | Q4 2022 | Q2 2024 | 7 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.07% | 0.34% | 0.58% | Q3 2019 | Q4 2022 | 7 |
Hutchin Hill Capital, LP | 2 | 1 | 0.14% | 0.36% | 1.46% | Q2 2014 | Q3 2017 | 7 |
Ensign Peak Advisors, Inc | 4 | 1 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q2 2024 | 7 |
Compagnie Lombard Odier SCmA | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 7 |
BALDWIN WEALTH PARTNERS LLC/MA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Betterment LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 7 |
Procyon Advisors, LLC | 6 | 1 | 0.01% | 0.13% | 0.38% | Q2 2020 | Q2 2023 | 7 |
Oliver Luxxe Assets LLC | 7 | 7 | 0.12% | 0.16% | 0.20% | Q3 2018 | Q1 2020 | 7 |
Rokos Capital Management LLP | 5 | 2 | 0.02% | 2.77% | 8.46% | Q1 2020 | Q3 2023 | 7 |
Strait & Sound Wealth Management LLC | 7 | 7 | 0.26% | 0.35% | 0.49% | Q4 2022 | Q2 2024 | 7 |
AGF MANAGEMENT LTD | 7 | 7 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q2 2024 | 7 |
Granite Harbor Advisors, Inc. | 7 | 7 | 0.60% | 0.66% | 0.84% | Q4 2022 | Q2 2024 | 7 |
TCF National Bank | 7 | 7 | 0.25% | 0.32% | 0.37% | Q3 2019 | Q1 2021 | 7 |
Teamwork Financial Advisors, LLC | 5 | 2 | 0.04% | 0.12% | 0.21% | Q3 2022 | Q2 2024 | 7 |
PETRA FINANCIAL ADVISORS INC | 7 | 7 | 0.20% | 0.36% | 0.91% | Q4 2022 | Q2 2024 | 7 |
Beaumont Capital Management, LLC | 3 | 1 | 0.18% | 3.24% | 6.72% | Q4 2020 | Q2 2024 | 7 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 7 |
Nvest Financial, LLC | 7 | 7 | 0.27% | 0.72% | 0.96% | Q4 2022 | Q2 2024 | 7 |
Aristides Capital LLC | 5 | 2 | 0.10% | 0.44% | 0.84% | Q1 2020 | Q2 2024 | 7 |
Phillips Wealth Planners LLC | 7 | 7 | 0.27% | 0.48% | 0.77% | Q4 2022 | Q2 2024 | 7 |
Crosspoint Capital Strategies, LLC | 5 | 2 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q4 2015 | 7 |
Simplicity Wealth,LLC | 4 | 3 | 0.01% | 0.29% | 0.59% | Q4 2021 | Q2 2024 | 7 |
Newton One Investments LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
Cornerstone Advisory, LLC | 4 | 1 | 0.04% | 0.47% | 0.91% | Q2 2021 | Q2 2024 | 7 |
Mach-1 Financial Group, LLC | 4 | 1 | 0.00% | 0.02% | 0.12% | Q1 2021 | Q1 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.03% | 0.06% | 0.12% | Q1 2019 | Q3 2020 | 7 |
Fortis Group Advisors, LLC | 6 | 1 | 0.07% | 0.61% | 1.38% | Q3 2020 | Q2 2024 | 7 |
Bellwether Advisors, LLC | 7 | 7 | 2.74% | 6.31% | 9.54% | Q3 2021 | Q1 2023 | 7 |
WFA of San Diego, LLC | 2 | 1 | 0.02% | 0.08% | 0.14% | Q3 2021 | Q2 2024 | 7 |
Core Wealth Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2024 | 7 |
Privium Fund Management (UK) Ltd | 7 | 7 | 0.82% | 1.44% | 2.88% | Q4 2022 | Q2 2024 | 7 |
SPX Gestao de Recursos Ltda | 3 | 1 | 0.50% | 2.53% | 10.75% | Q1 2013 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Register Financial Advisors LLC | 7 | 7 | 0.00% | 0.02% | 0.07% | Q4 2022 | Q2 2024 | 7 |
Sourcerock Group LLC | 7 | 7 | 0.33% | 0.73% | 1.22% | Q4 2022 | Q2 2024 | 7 |
Eisler Capital (UK) Ltd. | 6 | 6 | 0.04% | 1.19% | 4.13% | Q2 2021 | Q3 2022 | 7 |
South Shore Capital Advisors | 7 | 7 | 0.20% | 0.50% | 1.20% | Q1 2021 | Q3 2022 | 7 |
Piscataqua Savings Bank | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2024 | 7 |
JDM Financial Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 2 | 0.12% | 0.29% | 0.55% | Q3 2019 | Q2 2024 | 7 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2020 | 7 |
FWL INVESTMENT MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.02% | 0.11% | Q3 2022 | Q2 2024 | 7 |
DERBY & COMPANY, INC | 7 | 7 | 0.16% | 0.17% | 0.18% | Q1 2020 | Q3 2021 | 7 |
BlackRock Institutional Trust Company, N.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 7 |
Red Spruce Capital, LLC | 5 | 2 | 0.34% | 0.39% | 0.47% | Q4 2019 | Q1 2024 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.06% | 0.14% | 0.19% | Q2 2013 | Q4 2014 | 7 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 7 | 7 | 0.09% | 0.11% | 0.15% | Q4 2022 | Q2 2024 | 7 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 7 |
IBEX WEALTH ADVISORS | 7 | 7 | 0.06% | 0.09% | 0.11% | Q2 2021 | Q4 2022 | 7 |
O'ROURKE & COMPANY, Inc | 3 | 1 | 0.14% | 0.19% | 0.26% | Q1 2022 | Q2 2024 | 7 |
Advisory Resource Group | 7 | 7 | 0.11% | 0.19% | 0.26% | Q1 2019 | Q3 2020 | 7 |
Mid-American Wealth Advisory Group, Inc. | 5 | 2 | 0.16% | 1.44% | 4.33% | Q4 2021 | Q2 2024 | 7 |
Risk Paradigm Group, LLC | 5 | 2 | 0.33% | 1.62% | 6.05% | Q3 2015 | Q2 2017 | 7 |
Sharper & Granite LLC | 7 | 7 | 0.59% | 0.63% | 0.70% | Q4 2022 | Q2 2024 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
TOWNSQUARE CAPITAL LLC | 6 | 1 | 0.01% | 0.05% | 0.11% | Q1 2019 | Q3 2022 | 7 |
CFO4Life Group, LLC | 6 | 6 | 0.09% | 0.13% | 0.16% | Q1 2022 | Q2 2023 | 6 |
Tradewinds Capital Management, LLC | 5 | 1 | 0.02% | 5.12% | 10.63% | Q4 2019 | Q1 2023 | 6 |
MOULTON WEALTH MANAGEMENT, INC | 2 | 1 | 0.31% | 2.76% | 6.08% | Q4 2019 | Q2 2024 | 6 |
ESG Planning DBA Harper Investing | 4 | 2 | 0.49% | 0.94% | 1.19% | Q1 2022 | Q2 2024 | 6 |
Cadent Capital Advisors, LLC | 5 | 1 | 0.14% | 0.33% | 1.14% | Q2 2022 | Q2 2024 | 6 |
Lee Capital Management LP | 6 | 6 | 0.56% | 0.72% | 0.79% | Q4 2016 | Q1 2018 | 6 |
Glass Jacobson Investment Advisors llc | 5 | 1 | 0.46% | 0.53% | 0.67% | Q4 2022 | Q2 2024 | 6 |
V Wealth Advisors LLC | 5 | 1 | 0.01% | 0.06% | 0.08% | Q2 2017 | Q2 2023 | 6 |
LGT Financial Advisors LLC | 5 | 1 | 0.19% | 0.24% | 0.30% | Q4 2022 | Q2 2024 | 6 |
Destiny Capital Corp/CO | 3 | 3 | 0.47% | 0.55% | 0.66% | Q4 2022 | Q2 2024 | 6 |
Tidal Investments LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2024 | 6 |
Gateway Wealth Partners, LLC | 5 | 1 | 0.06% | 0.39% | 0.59% | Q4 2022 | Q2 2024 | 6 |
Fusion Investment Group, LLC | 5 | 1 | 0.19% | 0.58% | 1.82% | Q4 2013 | Q2 2015 | 6 |
Midwest Financial Group LLC | 6 | 6 | 0.36% | 0.58% | 0.83% | Q1 2023 | Q2 2024 | 6 |
HWG Holdings LP | 5 | 1 | 0.01% | 0.35% | 1.07% | Q1 2022 | Q3 2023 | 6 |
Peachtree Investment Advisors, Inc. | 6 | 6 | 0.17% | 1.84% | 3.18% | Q4 2013 | Q1 2015 | 6 |
AlphaCentric Advisors LLC | 5 | 1 | 0.04% | 0.07% | 0.15% | Q4 2020 | Q3 2022 | 6 |
CWA Asset Management Group, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q1 2018 | Q2 2019 | 6 |
Sebold Capital Management, Inc. | 6 | 6 | 0.15% | 0.20% | 0.31% | Q4 2022 | Q1 2024 | 6 |
PFG Investments, LLC | 6 | 6 | 0.14% | 0.20% | 0.25% | Q1 2023 | Q2 2024 | 6 |
Pine Valley Investments Ltd Liability Co | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2024 | 6 |
Empower Advisory Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
Catamount Wealth Management | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
CHOREO, LLC | 5 | 1 | 0.01% | 0.04% | 0.05% | Q1 2017 | Q2 2024 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.09% | 0.13% | 0.19% | Q2 2013 | Q3 2014 | 6 |
JT Stratford LLC | 6 | 6 | 0.26% | 0.36% | 0.66% | Q4 2016 | Q1 2018 | 6 |
Per Stirling Capital Management, LLC. | 5 | 1 | 0.04% | 0.11% | 0.23% | Q4 2022 | Q2 2024 | 6 |
BEACONLIGHT CAPITAL, LLC | 3 | 1 | 0.42% | 4.96% | 12.77% | Q3 2016 | Q1 2021 | 6 |
Lenox Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 6 |
Glenview Trust Co | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2024 | 6 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.22% | 1.10% | Q3 2017 | Q4 2021 | 6 |
Stone House Investment Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2024 | 6 |
Greenline Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 6 |
Annex Advisory Services, LLC | 3 | 1 | 0.01% | 0.07% | 0.32% | Q2 2013 | Q4 2023 | 6 |
Spruce Investment Advisors LLC | 4 | 2 | 0.06% | 1.05% | 2.29% | Q3 2014 | Q1 2017 | 6 |
Great Diamond Partners, LLC | 4 | 2 | 0.02% | 0.19% | 0.26% | Q4 2019 | Q3 2023 | 6 |
InterOcean Capital, LLC | 4 | 1 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q2 2020 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.02% | 0.27% | 0.56% | Q2 2015 | Q3 2016 | 6 |
Pinkerton Retirement Specialists, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
VEGA ENERGY GP, LLC | 6 | 6 | 18.37% | 28.10% | 33.94% | Q2 2016 | Q3 2017 | 6 |
Gallagher Fiduciary Advisors, LLC | 6 | 6 | 0.02% | 0.04% | 0.10% | Q1 2023 | Q2 2024 | 6 |
MATHER GROUP, LLC. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2024 | 6 |
Avestar Capital, LLC | 5 | 1 | 0.00% | 0.06% | 0.10% | Q4 2017 | Q2 2019 | 6 |
MIZUHO SECURITIES USA LLC | 2 | 1 | 0.04% | 0.56% | 1.60% | Q4 2015 | Q4 2021 | 6 |
Heritage Trust Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2018 | 6 |
COWEN AND COMPANY, LLC | 2 | 1 | 0.00% | 0.04% | 0.13% | Q3 2019 | Q2 2020 | 6 |
Avalon Trust Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 6 |
COASTLAND CAPITAL LLC | 2 | 1 | 0.62% | 2.20% | 5.73% | Q1 2016 | Q4 2016 | 6 |
Counsel Portfolio Services Inc. | 4 | 2 | 0.42% | 0.74% | 1.54% | Q2 2014 | Q2 2016 | 6 |
DONALDSON CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q4 2015 | Q4 2023 | 6 |
COMMUNITY FINANCIAL SYSTEM, INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Freestone Capital Holdings, LLC | 4 | 2 | 0.00% | 0.10% | 0.18% | Q3 2020 | Q2 2024 | 6 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 5 | 1 | 0.09% | 0.25% | 0.46% | Q4 2017 | Q3 2019 | 6 |
Granite Investment Advisors, LLC | 4 | 2 | 0.04% | 0.05% | 0.08% | Q1 2017 | Q4 2019 | 6 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 3 | 0.58% | 1.18% | 1.74% | Q4 2020 | Q2 2024 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Trilogy Capital Inc. | 2 | 1 | 0.02% | 0.65% | 1.71% | Q1 2020 | Q2 2024 | 6 |
REAVES W H & CO INC | 1 | 1 | 0.01% | 0.03% | 0.10% | Q4 2014 | Q4 2022 | 6 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q2 2024 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Wayfinding Financial, LLC | 6 | 6 | 1.54% | 2.40% | 3.23% | Q1 2023 | Q2 2024 | 6 |
First Command Advisory Services, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2024 | 6 |
Squar Milner Financial Services LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 6 |
Family Investment Center, Inc. | 5 | 1 | 0.06% | 0.69% | 3.12% | Q4 2022 | Q2 2024 | 6 |
First Heartland Consultants, Inc. | 4 | 1 | 0.04% | 0.12% | 0.27% | Q2 2013 | Q3 2017 | 6 |
H&H Retirement Design & Management INC | 6 | 6 | 2.05% | 2.22% | 2.26% | Q1 2023 | Q2 2024 | 6 |
Cadence Wealth Management LLC | 4 | 1 | 0.19% | 1.21% | 5.67% | Q1 2021 | Q3 2023 | 6 |
LexAurum Advisors, LLC | 6 | 6 | 0.08% | 0.08% | 0.10% | Q1 2023 | Q2 2024 | 6 |
Portfolio Strategies Inc | 4 | 1 | 0.49% | 2.21% | 6.23% | Q1 2014 | Q2 2017 | 6 |
Claybrook Capital, LLC | 3 | 1 | 0.12% | 1.02% | 1.65% | Q1 2020 | Q2 2022 | 6 |
Sonora Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 6 |
AUGUSTINE ASSET MANAGEMENT INC | 6 | 6 | 0.10% | 0.26% | 0.39% | Q4 2021 | Q1 2023 | 6 |
MACQUARIE GROUP LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2024 | 6 |
Crewe Advisors LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q2 2024 | 6 |
Clarus Wealth Advisors | 3 | 3 | 0.02% | 0.10% | 0.20% | Q2 2018 | Q4 2019 | 6 |
RETIREMENT INCOME SOLUTIONS, INC | 5 | 1 | 0.06% | 0.18% | 0.32% | Q4 2021 | Q2 2023 | 6 |
CONNING INC. | 6 | 6 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2014 | 6 |
PRICE T ROWE ASSOCIATES INC /MD/ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 6 |
Round Table Services, LLC | 6 | 6 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2021 | 6 |
Q3 Asset Management | 5 | 1 | 2.62% | 8.67% | 12.03% | Q3 2018 | Q2 2022 | 6 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
Weiss Asset Management LP | 2 | 1 | 0.11% | 0.67% | 1.49% | Q3 2017 | Q2 2023 | 6 |
MENORA MIVTACHIM HOLDINGS LTD. | 6 | 6 | 0.00% | 0.07% | 0.30% | Q1 2023 | Q2 2024 | 6 |
CAMPBELL CAPITAL MANAGEMENT INC | 6 | 6 | 0.15% | 0.20% | 0.32% | Q4 2019 | Q1 2021 | 6 |
DUALITY ADVISERS, LP | 3 | 1 | 0.55% | 1.69% | 3.38% | Q4 2018 | Q4 2020 | 6 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.13% | 0.26% | Q3 2013 | Q2 2024 | 6 |
JSF Financial, LLC | 6 | 6 | 0.19% | 1.10% | 2.02% | Q1 2023 | Q2 2024 | 6 |
LINCOLN CAPITAL CORP | 6 | 6 | 1.24% | 2.19% | 2.71% | Q3 2022 | Q4 2023 | 6 |
PACIFIC FINANCIAL GROUP INC | 3 | 1 | 0.00% | 0.19% | 0.48% | Q4 2014 | Q3 2020 | 6 |
United Capital Management of KS, Inc. | 6 | 6 | 0.13% | 0.17% | 0.20% | Q3 2018 | Q4 2019 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 0.30% | 0.66% | 0.92% | Q4 2019 | Q1 2021 | 6 |
OXFORD FINANCIAL GROUP, LTD. LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2024 | 6 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 2 | 1 | 1.32% | 3.00% | 7.62% | Q2 2014 | Q2 2019 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Howard Capital Management Group, LLC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q1 2023 | Q2 2024 | 6 |
Allred Capital Management, LLC | 3 | 1 | 0.00% | 0.13% | 0.23% | Q4 2019 | Q2 2024 | 6 |
PRUDENT INVESTORS NETWORK, INC. | 4 | 2 | 2.10% | 3.01% | 4.92% | Q4 2022 | Q2 2024 | 6 |
INTREPID CAPITAL MANAGEMENT INC /DE/ | 6 | 6 | 1.64% | 1.93% | 2.45% | Q2 2013 | Q3 2014 | 6 |
VESTOR CAPITAL, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
Outlook Wealth Advisors, LLC | 5 | 1 | 0.10% | 0.12% | 0.15% | Q4 2018 | Q3 2023 | 6 |
SEGALL BRYANT & HAMILL, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 6 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 6 |
STUYVESANT CAPITAL MANAGEMENT | 4 | 2 | 3.70% | 7.72% | 11.12% | Q3 2014 | Q2 2016 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q4 2022 | 6 |
Crew Capital Management, Ltd. | 6 | 6 | 0.41% | 1.30% | 2.31% | Q1 2023 | Q2 2024 | 6 |
Bay Harbor Wealth Management, LLC | 2 | 1 | 0.00% | 0.04% | 0.11% | Q4 2018 | Q3 2022 | 6 |
Cornerstone Planning Group LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2024 | 6 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.08% | 0.19% | 0.28% | Q1 2021 | Q2 2024 | 6 |
Cornerstone Wealth Group, LLC | 3 | 1 | 0.11% | 0.85% | 1.78% | Q2 2021 | Q2 2024 | 6 |
Sunflower Bank, N.A. | 6 | 6 | 0.12% | 0.14% | 0.19% | Q4 2020 | Q1 2022 | 6 |
Coppell Advisory Solutions LLC | 3 | 1 | 0.02% | 0.11% | 0.49% | Q4 2020 | Q2 2024 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Optimum Quantvest Corp | 6 | 6 | 1.10% | 1.87% | 2.91% | Q2 2019 | Q3 2020 | 6 |
tru Independence LLC | 3 | 1 | 0.01% | 0.05% | 0.07% | Q4 2019 | Q1 2022 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
SHINE INVESTMENT ADVISORY SERVICES INC | 6 | 6 | 0.08% | 0.15% | 0.20% | Q2 2019 | Q3 2020 | 6 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.09% | 0.14% | Q3 2020 | Q3 2023 | 6 |
DUBUQUE BANK & TRUST CO | 3 | 1 | 0.00% | 0.18% | 0.57% | Q4 2014 | Q3 2023 | 6 |
ACUTE INVESTMENT ADVISORY, LLC | 4 | 2 | 1.14% | 3.81% | 9.00% | Q4 2021 | Q2 2023 | 6 |
Valence8 US LP | 6 | 6 | 1.97% | 3.53% | 4.60% | Q1 2023 | Q2 2024 | 6 |
FormulaFolio Investments, LLC | 3 | 1 | 0.00% | 0.07% | 0.32% | Q2 2017 | Q2 2021 | 6 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.84% | 1.02% | 1.16% | Q4 2021 | Q4 2022 | 5 |
LMR Partners LLP | 3 | 1 | 0.04% | 0.53% | 2.44% | Q2 2016 | Q4 2023 | 5 |
Hillcrest Wealth Advisors - NY, LLC | 5 | 5 | 0.24% | 0.24% | 0.25% | Q1 2020 | Q1 2021 | 5 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 2 | 1 | 0.26% | 0.55% | 1.47% | Q3 2013 | Q1 2024 | 5 |
ST GERMAIN D J CO INC | 5 | 5 | 0.00% | 0.05% | 0.11% | Q2 2023 | Q2 2024 | 5 |
Capitol Family Office, Inc. | 5 | 5 | 4.50% | 5.41% | 6.40% | Q4 2022 | Q4 2023 | 5 |
ARCH CAPITAL GROUP LTD. | 5 | 5 | 5.22% | 8.75% | 13.10% | Q4 2020 | Q4 2021 | 5 |
NWI MANAGEMENT LP | 3 | 1 | 0.07% | 0.34% | 0.73% | Q1 2016 | Q4 2017 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.04% | 0.07% | 0.13% | Q4 2016 | Q4 2017 | 5 |
Geneva Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q1 2016 | Q2 2017 | 5 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2020 | 5 |
Alaska Permanent Fund Corp | 5 | 5 | 0.01% | 0.06% | 0.17% | Q1 2021 | Q1 2022 | 5 |
Ferguson Shapiro LLC | 3 | 2 | 1.36% | 2.37% | 3.36% | Q4 2019 | Q4 2022 | 5 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q2 2024 | 5 |
Nalls Sherbakoff Group, LLC | 4 | 1 | 0.40% | 0.51% | 0.73% | Q4 2018 | Q4 2023 | 5 |
Human Investing LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 5 |
Vantage Financial Partners Ltd., Inc. | 3 | 1 | 1.28% | 2.15% | 3.19% | Q1 2017 | Q1 2024 | 5 |
Lodestone Wealth Management LLC | 3 | 2 | 0.22% | 0.23% | 0.26% | Q4 2022 | Q2 2024 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.05% | 0.11% | Q2 2017 | Q3 2017 | 5 |
Cannon Global Investment Management, LLC | 2 | 1 | 1.36% | 2.69% | 4.77% | Q1 2021 | Q2 2023 | 5 |
MCKINLEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
Polaris Wealth Advisory Group, LLC | 2 | 1 | 0.00% | 0.22% | 0.98% | Q2 2017 | Q3 2019 | 5 |
Delta Investment Management, LLC | 3 | 2 | 0.12% | 0.42% | 0.96% | Q3 2019 | Q4 2020 | 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2024 | 5 |
BW Gestao de Investimentos Ltda. | 2 | 1 | 0.76% | 3.25% | 9.78% | Q4 2022 | Q2 2024 | 5 |
Benchmark Financial Wealth Advisors, LLC | 5 | 5 | 0.08% | 0.39% | 1.03% | Q2 2023 | Q2 2024 | 5 |
Covalis Capital LLP | 4 | 1 | 3.15% | 13.72% | 26.42% | Q2 2018 | Q1 2020 | 5 |
CKW FINANCIAL GROUP | 5 | 5 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q2 2024 | 5 |
Cherry Tree Wealth Management, LLC | 5 | 5 | 0.11% | 0.13% | 0.16% | Q2 2023 | Q2 2024 | 5 |
360 Financial, Inc. | 5 | 5 | 0.15% | 0.18% | 0.22% | Q2 2021 | Q2 2022 | 5 |
Brendel Financial Advisors LLC | 3 | 2 | 0.46% | 1.75% | 3.19% | Q2 2022 | Q4 2023 | 5 |
Visionary Asset Management, Inc. | 2 | 1 | 0.00% | 0.12% | 0.25% | Q3 2013 | Q1 2016 | 5 |
Modera Wealth Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q2 2024 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Symmetry Investments LP | 3 | 2 | 0.08% | 0.48% | 1.55% | Q2 2022 | Q1 2024 | 5 |
City State Bank | 3 | 2 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q2 2024 | 5 |
Cambria Investment Management, L.P. | 3 | 2 | 0.03% | 0.19% | 0.44% | Q4 2014 | Q4 2016 | 5 |
Clearwater Capital Advisors, LLC | 4 | 1 | 0.00% | 1.31% | 1.72% | Q1 2018 | Q4 2021 | 5 |
Blume Capital Management, Inc. | 5 | 5 | 0.03% | 0.04% | 0.07% | Q4 2013 | Q4 2014 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2024 | 5 |
INVESTORS TRUST INC | 5 | 5 | 0.01% | 0.19% | 0.48% | Q2 2013 | Q2 2014 | 5 |
BNC WEALTH MANAGEMENT, LLC | 5 | 5 | 0.16% | 0.21% | 0.25% | Q2 2022 | Q2 2023 | 5 |
Atomi Financial Group, Inc. | 4 | 1 | 0.05% | 0.22% | 0.31% | Q1 2023 | Q2 2024 | 5 |
CABOT WEALTH MANAGEMENT INC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q2 2020 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 5 |
MYCIO WEALTH PARTNERS, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q4 2019 | 5 |
Ignite Planners, LLC | 5 | 5 | 0.07% | 0.39% | 0.90% | Q4 2022 | Q4 2023 | 5 |
New Republic Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 5 |
National Wealth Management Group, LLC | 5 | 5 | 0.21% | 0.51% | 0.64% | Q1 2022 | Q1 2023 | 5 |
Milestone Advisory Partners | 5 | 5 | 2.34% | 3.41% | 4.19% | Q3 2022 | Q3 2023 | 5 |
Executive Wealth Management, LLC | 4 | 1 | 0.04% | 0.18% | 0.27% | Q4 2018 | Q1 2023 | 5 |
American Investment Services, Inc. | 5 | 5 | 0.16% | 0.17% | 0.18% | Q1 2018 | Q1 2019 | 5 |
WR Wealth Planners, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q2 2024 | 5 |
DOCK STREET ASSET MANAGEMENT INC | 5 | 5 | 0.32% | 0.38% | 0.45% | Q3 2021 | Q3 2022 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.06% | 0.61% | 1.58% | Q1 2022 | Q2 2024 | 5 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.15% | 3.78% | 12.74% | Q4 2016 | Q3 2020 | 5 |
Core Alternative Capital | 3 | 2 | 0.00% | 0.12% | 0.34% | Q2 2022 | Q4 2023 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.23% | 0.54% | Q2 2016 | Q2 2018 | 5 |
Point72 (DIFC) Ltd | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2024 | Q2 2024 | 5 |
Passport Capital, LLC | 2 | 1 | 0.04% | 0.23% | 0.84% | Q3 2013 | Q3 2016 | 5 |
WESTWOOD HOLDINGS GROUP INC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q2 2024 | 5 |
IEQ CAPITAL, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q2 2024 | 5 |
Goldstein Advisors, LLC | 3 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2024 | 5 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.34% | 1.61% | Q4 2021 | Q4 2023 | 5 |
Bay Rivers Group | 2 | 1 | 0.61% | 2.10% | 3.78% | Q1 2020 | Q1 2024 | 5 |
XY Capital Ltd | 1 | 1 | 0.12% | 0.56% | 0.92% | Q1 2023 | Q3 2023 | 5 |
Fulcrum Equity Management | 2 | 1 | 0.04% | 0.36% | 0.84% | Q3 2019 | Q2 2024 | 5 |
Financial Services Advisory Inc | 4 | 1 | 0.93% | 2.20% | 3.84% | Q2 2019 | Q2 2022 | 5 |
NIEMANN CAPITAL MANAGEMENT INC | 2 | 1 | 1.69% | 9.06% | 13.99% | Q2 2014 | Q4 2019 | 5 |
CYPRESS CAPITAL MANAGEMENT LLC | 5 | 5 | 0.09% | 0.13% | 0.15% | Q4 2016 | Q4 2017 | 5 |
Pathway Financial Advisers, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2024 | 5 |
Capital Square, LLC | 2 | 1 | 0.14% | 0.25% | 0.41% | Q4 2019 | Q2 2024 | 5 |
Shay Capital LLC | 1 | 1 | 0.04% | 0.12% | 0.21% | Q3 2021 | Q2 2024 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.10% | 0.10% | 0.11% | Q4 2016 | Q4 2017 | 5 |
Summit Financial, LLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q2 2023 | Q2 2024 | 5 |
Argent Trust Co | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2019 | 5 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.10% | 0.16% | Q2 2013 | Q2 2024 | 5 |
Davis Capital Management | 3 | 2 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q2 2024 | 5 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2024 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.70% | 0.85% | 0.96% | Q4 2021 | Q4 2022 | 5 |
Strategic Financial Concepts, LLC | 3 | 2 | 0.05% | 0.10% | 0.16% | Q1 2023 | Q2 2024 | 5 |
Cerity Partners OCIO LLC | 2 | 1 | 0.01% | 0.10% | 0.40% | Q4 2013 | Q4 2022 | 5 |
MONECO Advisors, LLC | 4 | 1 | 0.07% | 0.10% | 0.15% | Q4 2022 | Q2 2024 | 5 |
One Capital Management, LLC | 3 | 2 | 0.02% | 0.07% | 0.14% | Q2 2022 | Q2 2024 | 5 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 5 | 0.10% | 0.38% | 1.00% | Q3 2021 | Q3 2022 | 5 |
Manhattan West Asset Management, LLC | 4 | 1 | 0.06% | 0.10% | 0.21% | Q4 2022 | Q2 2024 | 5 |
HL FINANCIAL SERVICES LLC | 3 | 2 | 0.03% | 0.11% | 0.17% | Q1 2016 | Q1 2019 | 5 |
NewDay Solutions, LLC | 4 | 1 | 1.56% | 3.72% | 5.89% | Q4 2018 | Q1 2020 | 5 |
Sovereign Financial Group, Inc. | 5 | 5 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q2 2024 | 5 |
Assured Investment Management LLC | 2 | 1 | 0.15% | 0.31% | 0.45% | Q2 2013 | Q2 2017 | 5 |
Wagner Wealth Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 5 |
Congress Wealth Management LLC / DE / | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
PROSPERA PRIVATE WEALTH, LLC | 5 | 5 | 0.09% | 1.88% | 2.49% | Q4 2021 | Q4 2022 | 5 |
STERNE AGEE GROUP, INC. | 5 | 5 | 0.16% | 0.47% | 0.89% | Q2 2013 | Q2 2014 | 5 |
SageView Advisory Group, LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q1 2024 | 5 |
Horizon Investment Services, LLC | 5 | 5 | 0.92% | 1.14% | 1.34% | Q1 2022 | Q1 2023 | 5 |
Carnick & Kubik, LLC | 5 | 5 | 0.50% | 0.85% | 0.99% | Q1 2015 | Q1 2016 | 5 |
Seven Springs Wealth Group, LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q1 2021 | 5 |
Sendero Wealth Management, LLC | 5 | 5 | 0.27% | 0.30% | 0.35% | Q2 2023 | Q2 2024 | 5 |
Greystone Financial Group, LLC | 5 | 5 | 0.07% | 0.15% | 0.23% | Q2 2022 | Q2 2023 | 5 |
PATRON PARTNERS, LLC | 5 | 5 | 0.19% | 0.22% | 0.23% | Q2 2022 | Q2 2023 | 5 |
GLG Partners LP | 5 | 5 | 0.02% | 0.33% | 0.85% | Q2 2015 | Q2 2016 | 5 |
D. SCOTT NEAL, INC. | 5 | 5 | 0.90% | 3.24% | 5.83% | Q2 2022 | Q2 2023 | 5 |
Kalos Management, Inc. | 4 | 1 | 0.00% | 0.13% | 0.24% | Q1 2021 | Q4 2022 | 5 |
Lodge Hill Capital, LLC | 2 | 1 | 3.84% | 8.27% | 12.73% | Q1 2016 | Q1 2019 | 5 |
Sculptor Capital LP | 1 | 1 | 0.03% | 0.14% | 0.30% | Q2 2013 | Q3 2018 | 5 |
Altium Wealth Management LLC | 5 | 5 | 0.13% | 0.27% | 0.37% | Q4 2018 | Q4 2019 | 5 |
Granite Bay Wealth Management, LLC | 5 | 5 | 0.89% | 2.38% | 3.69% | Q4 2022 | Q4 2023 | 5 |
WMG Financial Advisors, LLC | 4 | 1 | 0.14% | 0.21% | 0.27% | Q3 2022 | Q2 2024 | 5 |
Savior LLC | 4 | 1 | 0.00% | 1.60% | 7.99% | Q3 2020 | Q2 2024 | 5 |
PFS Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
Windsor Creek Advisors, LLC | 5 | 5 | 0.03% | 0.19% | 0.61% | Q2 2020 | Q2 2021 | 5 |
B&D White Capital Company, LLC | 4 | 1 | 0.00% | 0.56% | 1.09% | Q4 2020 | Q1 2023 | 5 |
AUA CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.27% | 0.81% | Q4 2016 | Q4 2017 | 5 |
Precision Wealth Strategies, LLC | 5 | 5 | 1.27% | 1.71% | 2.10% | Q4 2021 | Q4 2022 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
West Coast Financial LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q2 2024 | 5 |
BBJS FINANCIAL ADVISORS, LLC | 5 | 5 | 0.89% | 1.39% | 1.63% | Q2 2023 | Q2 2024 | 5 |
UNION SAVINGS BANK | 5 | 5 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q2 2024 | 5 |
Kercheville Advisors, LLC | 4 | 1 | 0.52% | 0.69% | 1.03% | Q1 2022 | Q2 2024 | 5 |
Telemetry Investments, L.L.C. | 3 | 2 | 2.21% | 2.94% | 3.83% | Q3 2015 | Q4 2020 | 5 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 5 | 5 | 0.13% | 0.20% | 0.23% | Q4 2018 | Q4 2019 | 5 |
FORBES J M & CO LLP | 5 | 5 | 0.30% | 0.32% | 0.34% | Q2 2023 | Q2 2024 | 5 |
Bramshill Investments, LLC | 2 | 1 | 0.02% | 0.17% | 0.46% | Q1 2020 | Q2 2023 | 5 |
GAMCO INVESTORS, INC. ET AL | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2024 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.05% | 0.13% | 0.29% | Q2 2013 | Q2 2021 | 5 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.12% | 0.47% | 0.78% | Q3 2021 | Q3 2022 | 5 |
Asset Management One Co., Ltd. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
Gemmer Asset Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
CAPITAL GUARDIAN TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
Lake Hills Wealth Management, LLC | 4 | 1 | 2.07% | 4.20% | 5.61% | Q1 2022 | Q2 2023 | 5 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
WELCH CAPITAL PARTNERS LLC/NY | 4 | 4 | 1.90% | 2.05% | 2.41% | Q1 2017 | Q4 2017 | 4 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 4 |
Hamilton Point Investment Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q4 2023 | 4 |
Salient Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
FNY Managed Accounts LLC | 2 | 1 | 0.00% | 0.04% | 0.12% | Q1 2015 | Q1 2017 | 4 |
NBC SECURITIES, INC. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q3 2023 | Q2 2024 | 4 |
CETERA INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.24% | 0.34% | 0.49% | Q1 2016 | Q1 2017 | 4 |
Laurion Capital Management LP | 1 | 1 | 0.03% | 0.19% | 0.55% | Q2 2015 | Q4 2016 | 4 |
Fortune 45 LLC | 4 | 4 | 0.34% | 1.92% | 2.49% | Q2 2022 | Q1 2023 | 4 |
Soltis Investment Advisors LLC | 3 | 1 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q2 2024 | 4 |
F-Squared Investment Management, LLC | 2 | 1 | 0.10% | 0.44% | 1.02% | Q2 2013 | Q4 2014 | 4 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 4 | 4 | 2.52% | 3.26% | 3.65% | Q2 2016 | Q1 2017 | 4 |
QUATTRO FINANCIAL ADVISORS LLC | 4 | 4 | 0.27% | 0.34% | 0.38% | Q1 2023 | Q4 2023 | 4 |
Richard C. Young & CO., LTD. | 2 | 1 | 0.09% | 0.28% | 0.54% | Q2 2013 | Q4 2022 | 4 |
BHF Kleinwort Benson Group S.A. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Dorsey & Whitney Trust CO LLC | 2 | 2 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q3 2018 | 4 |
Ifrah Financial Services, Inc. | 4 | 4 | 0.09% | 0.13% | 0.14% | Q1 2022 | Q4 2022 | 4 |
Stanford Investment Group, Inc. | 2 | 2 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q2 2016 | 4 |
Black Swift Group, LLC | 2 | 1 | 0.32% | 1.00% | 1.36% | Q1 2020 | Q4 2022 | 4 |
Rotella Capital Management, Inc. | 2 | 2 | 0.32% | 0.59% | 1.05% | Q2 2013 | Q2 2014 | 4 |
CITY NATIONAL BANK | 4 | 4 | 0.07% | 0.13% | 0.21% | Q4 2014 | Q3 2015 | 4 |
Elite Wealth Management, Inc. | 1 | 1 | 0.10% | 1.74% | 5.85% | Q1 2013 | Q4 2017 | 4 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 3 | 3 | 0.06% | 0.52% | 1.50% | Q3 2019 | Q1 2020 | 4 |
DHJJ Financial Advisors, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
TCWP LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 4 |
Nokota Management, LP | 1 | 1 | 2.01% | 2.61% | 3.13% | Q4 2016 | Q1 2019 | 4 |
Pension Partners, LLC | 2 | 1 | 0.53% | 1.61% | 2.44% | Q2 2014 | Q4 2015 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 4 |
McGowan Group Asset Management, Inc. | 4 | 4 | 0.03% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.38% | 0.90% | Q3 2021 | Q2 2024 | 4 |
ATHERTON LANE ADVISERS, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q1 2015 | 4 |
Bridgewater Wealth & Financial Management, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q4 2016 | 4 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.03% | 0.43% | 0.73% | Q3 2022 | Q2 2024 | 4 |
COHEN LAWRENCE B | 4 | 4 | 0.67% | 0.81% | 0.92% | Q3 2022 | Q2 2023 | 4 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 4 | 4 | 0.06% | 0.17% | 0.27% | Q2 2013 | Q1 2014 | 4 |
Hunting Hill Global Capital, LLC | 3 | 3 | 0.19% | 0.39% | 0.60% | Q4 2023 | Q2 2024 | 4 |
Li Winifred I | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
REDWOOD CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.29% | 0.46% | 0.76% | Q1 2020 | Q4 2020 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Lumbard & Kellner, LLC | 4 | 4 | 0.17% | 0.20% | 0.22% | Q4 2020 | Q3 2021 | 4 |
Worth Venture Partners, LLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q2 2019 | 4 |
Level Financial Advisors | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q4 2023 | 4 |
ALETHEA CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.49% | 0.83% | 1.51% | Q4 2014 | Q3 2015 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 4 |
Evernest Financial Advisors, LLC | 3 | 1 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q2 2024 | 4 |
Raub Brock Capital Management LP | 4 | 4 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q1 2021 | 4 |
Truvestments Capital LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2022 | 4 |
CBIZ Investment Advisory Services, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2024 | 4 |
BARDIN HILL MANAGEMENT PARTNERS LP | 3 | 1 | 0.04% | 0.09% | 0.19% | Q3 2014 | Q4 2021 | 4 |
Family Firm, Inc. | 3 | 1 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q2 2024 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 4 |
Econ Financial Services Corp | 3 | 1 | 1.17% | 1.60% | 1.88% | Q4 2021 | Q2 2024 | 4 |
AMERICAN NATIONAL BANK & TRUST | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q2 2024 | 4 |
United Community Bank | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2018 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.09% | 0.10% | Q4 2014 | Q3 2015 | 4 |
Peoples Bank/KS | 4 | 4 | 0.37% | 0.38% | 0.40% | Q3 2023 | Q2 2024 | 4 |
TITLEIST CAPITAL, LLC | 3 | 1 | 0.14% | 0.19% | 0.25% | Q4 2021 | Q4 2022 | 4 |
Envestnet Portfolio Solutions, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
TIAA TRUST, NATIONAL ASSOCIATION | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Oxinas Partners Wealth Management LLC | 4 | 4 | 0.82% | 0.89% | 0.97% | Q2 2022 | Q1 2023 | 4 |
Hamilton Wealth, LLC | 4 | 4 | 0.53% | 0.63% | 0.74% | Q4 2021 | Q3 2022 | 4 |
Strategic Investment Advisors / MI | 2 | 2 | 0.12% | 0.17% | 0.27% | Q4 2018 | Q3 2022 | 4 |
FEDERATED HERMES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
HMS Capital Management, LLC | 2 | 2 | 0.20% | 0.34% | 0.54% | Q3 2019 | Q4 2019 | 4 |
Arthur Zaske & Associates, LLC | 3 | 1 | 0.66% | 0.83% | 1.02% | Q3 2016 | Q4 2017 | 4 |
Evolution Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 4 |
Cynosure Group, LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q2 2019 | Q1 2020 | 4 |
MYECFO, LLC | 4 | 4 | 0.24% | 0.26% | 0.26% | Q3 2023 | Q2 2024 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 1 | 0.21% | 0.35% | 0.69% | Q3 2015 | Q4 2018 | 4 |
MFA WEALTH ADVISORS, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q1 2022 | 4 |
TimeScale Financial, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Headlands Technologies LLC | 3 | 1 | 0.01% | 0.65% | 2.29% | Q4 2022 | Q2 2024 | 4 |
RIA Advisory Group LLC | 3 | 1 | 0.13% | 0.14% | 0.16% | Q1 2023 | Q1 2024 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 0.87% | 1.16% | 1.61% | Q4 2016 | Q3 2017 | 4 |
Mayfair Advisory Group, LLC | 4 | 4 | 0.24% | 0.28% | 0.30% | Q2 2022 | Q1 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.05% | 0.19% | Q3 2023 | Q2 2024 | 4 |
TECTONIC ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2024 | 4 |
Future Financial Wealth Managment LLC | 2 | 1 | 0.00% | 0.22% | 0.87% | Q4 2021 | Q1 2024 | 4 |
GUIDANCE CAPITAL, INC | 3 | 1 | 0.10% | 0.27% | 0.46% | Q2 2023 | Q2 2024 | 4 |
JUMP TRADING, LLC | 3 | 1 | 0.06% | 0.38% | 1.18% | Q2 2019 | Q2 2020 | 4 |
TOWER TRUST Co | 4 | 4 | 0.38% | 0.41% | 0.43% | Q2 2013 | Q1 2014 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 4 |
Willingdon Wealth Management | 4 | 4 | 0.37% | 0.93% | 1.50% | Q2 2019 | Q1 2020 | 4 |
Vivaldi Capital Management LP | 3 | 1 | 0.04% | 0.06% | 0.06% | Q2 2020 | Q4 2022 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.13% | 0.34% | Q3 2013 | Q2 2020 | 4 |
Julex Capital Management, LLC | 4 | 4 | 7.44% | 10.34% | 13.82% | Q4 2018 | Q3 2019 | 4 |
SAWGRASS ASSET MANAGEMENT LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q1 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 5.23% | 5.49% | 5.73% | Q4 2018 | Q4 2019 | 4 |
Cedar Brook Financial Partners, LLC | 4 | 4 | 0.14% | 0.16% | 0.19% | Q4 2018 | Q3 2019 | 4 |
Almanack Investment Partners, LLC. | 4 | 4 | 0.05% | 0.07% | 0.09% | Q1 2017 | Q4 2017 | 4 |
MARINER INVESTMENT GROUP LLC | 2 | 1 | 0.00% | 0.06% | 0.22% | Q3 2013 | Q4 2017 | 4 |
Syntal Capital Partners, LLC | 4 | 4 | 0.07% | 0.20% | 0.38% | Q2 2014 | Q1 2015 | 4 |
Advisor OS, LLC | 3 | 1 | 0.58% | 0.71% | 0.94% | Q4 2020 | Q4 2022 | 4 |
CONNABLE OFFICE INC | 4 | 4 | 0.26% | 0.27% | 0.28% | Q2 2022 | Q1 2023 | 4 |
Connectus Wealth, LLC | 3 | 1 | 0.02% | 0.06% | 0.08% | Q4 2022 | Q1 2024 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.30% | 0.30% | 0.32% | Q4 2018 | Q3 2019 | 4 |
TradeLink Capital LLC | 1 | 1 | 0.83% | 4.56% | 12.52% | Q2 2015 | Q2 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
TruWealth Advisors, LLC | 4 | 4 | 0.38% | 0.52% | 0.58% | Q3 2022 | Q2 2023 | 4 |
CANADA LIFE ASSURANCE Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2017 | 4 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q4 2018 | 4 |
GoalVest Advisory LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q2 2024 | 4 |
Main Management LLC | 3 | 1 | 0.00% | 0.91% | 1.33% | Q2 2021 | Q2 2024 | 4 |
ORG Partners LLC | 3 | 1 | 0.04% | 0.08% | 0.15% | Q2 2023 | Q2 2024 | 4 |
Oak Harvest Investment Services | 4 | 4 | 1.43% | 1.55% | 1.67% | Q3 2023 | Q2 2024 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PEAK FINANCIAL ADVISORS LLC | 3 | 1 | 0.82% | 2.65% | 4.24% | Q1 2022 | Q2 2024 | 4 |
Hefty Wealth Partners | 4 | 4 | 1.86% | 2.02% | 2.08% | Q1 2017 | Q4 2017 | 4 |
Live Oak Investment Partners | 3 | 1 | 0.00% | 0.03% | 0.05% | Q2 2023 | Q2 2024 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TITLEIST ASSET MANAGEMENT, LLC | 4 | 4 | 0.09% | 0.30% | 0.45% | Q1 2023 | Q4 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q4 2023 | 4 |
LGL PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2024 | 4 |
Alta Wealth Advisors LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q2 2022 | Q1 2023 | 4 |
Prostatis Group LLC | 1 | 1 | 0.02% | 1.31% | 2.64% | Q2 2021 | Q2 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 4 |
KHP Capital, LLC | 4 | 4 | 0.58% | 0.59% | 0.60% | Q4 2017 | Q3 2018 | 4 |
Navigation Wealth Management, Inc. | 4 | 4 | 0.03% | 0.18% | 0.40% | Q2 2021 | Q1 2022 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.12% | 1.07% | 2.15% | Q3 2023 | Q2 2024 | 4 |
Northstar Advisory Group, LLC | 2 | 1 | 0.15% | 1.10% | 2.57% | Q1 2022 | Q2 2024 | 4 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 0.97% | 1.54% | 2.87% | Q1 2014 | Q1 2017 | 4 |
Fullerton Fund Management Co Ltd. | 3 | 1 | 0.22% | 0.38% | 0.54% | Q1 2022 | Q1 2023 | 4 |
Consolidated Portfolio Review Corp | 4 | 4 | 0.06% | 0.12% | 0.17% | Q3 2023 | Q2 2024 | 4 |
Sawyer & Company, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
Coastwise Capital Group, LLC | 4 | 4 | 0.21% | 0.25% | 0.28% | Q3 2023 | Q2 2024 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2024 | 4 |
PGIM Wadhwani LLP | 4 | 4 | 0.55% | 7.30% | 14.05% | Q4 2017 | Q3 2018 | 4 |
AEGON USA Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2014 | 4 |
MWA Asset Management | 4 | 4 | 0.37% | 0.41% | 0.43% | Q3 2023 | Q2 2024 | 4 |
AMERICAN CENTURY COMPANIES INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 4 |
Veracity Capital LLC | 2 | 2 | 0.10% | 0.25% | 0.65% | Q4 2019 | Q3 2022 | 4 |
AMJ Financial Wealth Management | 2 | 1 | 0.09% | 2.20% | 7.70% | Q4 2019 | Q3 2022 | 4 |
Elequin Capital, LP | 2 | 2 | 0.01% | 0.08% | 0.16% | Q4 2022 | Q4 2023 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2015 | 4 |
LOEB PARTNERS CORP | 2 | 2 | 0.14% | 0.29% | 0.49% | Q3 2015 | Q4 2018 | 4 |
Crestwood Advisors Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
Connolly Sarah T. | 4 | 4 | 0.54% | 0.57% | 0.62% | Q3 2022 | Q2 2023 | 4 |
Galvin, Gaustad & Stein, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q3 2021 | 4 |
Second Line Capital, LLC | 3 | 3 | 0.10% | 0.14% | 0.19% | Q4 2023 | Q2 2024 | 3 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 3 | 3 | 0.43% | 0.50% | 0.60% | Q1 2018 | Q3 2018 | 3 |
HBK INVESTMENTS L P | 2 | 1 | 0.30% | 0.37% | 0.41% | Q1 2017 | Q3 2022 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 1.07% | 1.24% | 1.39% | Q4 2021 | Q2 2022 | 3 |
CIBC Asset Management Inc | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q3 2022 | 3 |
FORTE CAPITAL LLC /ADV | 3 | 3 | 0.75% | 0.84% | 0.97% | Q4 2023 | Q2 2024 | 3 |
P SCHOENFELD ASSET MANAGEMENT LP | 2 | 1 | 1.25% | 2.00% | 2.57% | Q1 2016 | Q4 2017 | 3 |
PECONIC PARTNERS LLC | 2 | 1 | 0.01% | 1.72% | 4.70% | Q3 2015 | Q2 2024 | 3 |
LVM CAPITAL MANAGEMENT LTD/MI | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
ROVIN CAPITAL /UT/ /ADV | 3 | 3 | 0.10% | 0.13% | 0.18% | Q2 2022 | Q4 2022 | 3 |
ZACKS INVESTMENT MANAGEMENT | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
MASTERS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.52% | 1.02% | 1.29% | Q1 2016 | Q2 2017 | 3 |
PHILADELPHIA TRUST CO | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
FIRST COMMUNITY TRUST NA | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
OKABENA INVESTMENT SERVICES INC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2023 | Q2 2024 | 3 |
Lloyds Banking Group plc | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2014 | 3 |
AQR Capital Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q1 2023 | 3 |
ASPIRIANT HOLDINGS S3, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q4 2013 | 3 |
Mariner Wealth Advisors-Madison, LLC | 3 | 3 | 0.26% | 0.27% | 0.28% | Q1 2013 | Q3 2013 | 3 |
NICOLET BANKSHARES INC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2023 | Q2 2024 | 3 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.47% | 0.62% | 0.80% | Q2 2019 | Q2 2021 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 |
Overbrook Management Corp | 3 | 3 | 0.05% | 0.06% | 0.08% | Q4 2014 | Q2 2015 | 3 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q1 2023 | 3 |
GUGGENHEIM CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Strategic Value Partners, LLC | 2 | 1 | 5.83% | 10.39% | 16.30% | Q3 2019 | Q4 2021 | 3 |
Kidder Stephen W | 3 | 3 | 0.10% | 0.18% | 0.22% | Q1 2016 | Q3 2016 | 3 |
FRONTIER INVESTMENT MGMT CO | 3 | 3 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q1 2014 | 3 |
1919 Investment Counsel, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Bragg Financial Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Indiana Trust & Investment Management Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q1 2024 | 3 |
3D ASSET MANAGEMENT, INC | 3 | 3 | 0.07% | 0.08% | 0.11% | Q1 2020 | Q3 2020 | 3 |
Hirtle Callaghan & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 3 |
Delek Group, Ltd. | 3 | 3 | 0.18% | 0.25% | 0.34% | Q4 2018 | Q2 2019 | 3 |
PICTET ASSET MANAGEMENT SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Visium Asset Management, LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2015 | 3 |
Lee Financial Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 3 |
SMITH HAYES Advisers, Inc | 3 | 3 | 0.08% | 0.13% | 0.21% | Q3 2014 | Q1 2015 | 3 |
Global X Management CO LLC | 2 | 1 | 0.04% | 0.11% | 0.23% | Q1 2016 | Q3 2017 | 3 |
Altavista Wealth Management, Inc. | 2 | 1 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q4 2021 | 3 |
Greenwich Wealth Management LLC | 3 | 3 | 0.03% | 0.06% | 0.09% | Q2 2022 | Q4 2022 | 3 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.04% | 0.57% | 1.54% | Q1 2015 | Q3 2023 | 3 |
First Allied Asset Management, Inc. | 1 | 1 | 0.03% | 0.29% | 0.75% | Q2 2013 | Q4 2014 | 3 |
Mesirow Financial Investment Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 |
Axel Capital Management, LLC | 3 | 3 | 28.68% | 30.13% | 32.54% | Q1 2019 | Q3 2019 | 3 |
Kingfisher Capital LLC | 3 | 3 | 0.56% | 0.60% | 0.63% | Q1 2015 | Q3 2015 | 3 |
TIEDEMANN ADVISORS, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Centerbridge Partners | 3 | 3 | 4.58% | 10.76% | 15.58% | Q3 2015 | Q1 2016 | 3 |
Corundum Group, Inc. | 3 | 3 | 0.70% | 0.78% | 0.93% | Q4 2023 | Q2 2024 | 3 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.02% | 0.26% | 0.38% | Q4 2020 | Q4 2020 | 3 |
Gateway Advisory, LLC | 3 | 3 | 1.66% | 2.04% | 2.79% | Q4 2023 | Q2 2024 | 3 |
Garrison Asset Management, LLC | 3 | 3 | 0.21% | 0.24% | 0.32% | Q2 2014 | Q4 2014 | 3 |
CI Global Investments Inc. | 3 | 3 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q3 2018 | 3 |
XR Securities LLC | 2 | 1 | 0.04% | 1.38% | 3.38% | Q4 2017 | Q1 2020 | 3 |
Euclid Advisors LLC | 1 | 1 | 2.68% | 4.00% | 5.71% | Q2 2013 | Q4 2014 | 3 |
Leonard Capital Management, Inc. | 2 | 1 | 0.86% | 2.11% | 4.55% | Q1 2015 | Q4 2015 | 3 |
Moneda S.A. Administradora General de Fondos | 3 | 3 | 0.17% | 0.21% | 0.25% | Q2 2022 | Q4 2022 | 3 |
Colony Group, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2023 | Q2 2024 | 3 |
BBT Capital Management, LLC | 2 | 1 | 0.10% | 0.25% | 0.49% | Q2 2013 | Q2 2014 | 3 |
Airain ltd | 2 | 1 | 0.05% | 0.06% | 0.08% | Q2 2015 | Q2 2017 | 3 |
SignalPoint Asset Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2023 | Q2 2024 | 3 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.10% | 0.27% | Q2 2017 | Q4 2020 | 3 |
Sather Financial Group Inc | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2019 | Q1 2020 | 3 |
Beacon Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Cumberland Partners Ltd | 3 | 3 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2022 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2012 | Q2 2013 | 3 |
New England Private Wealth Advisors LLC | 3 | 3 | 0.15% | 0.26% | 0.32% | Q1 2014 | Q3 2014 | 3 |
MYDA Advisors LLC | 1 | 1 | 0.86% | 1.46% | 2.63% | Q3 2019 | Q2 2024 | 3 |
Chicago Wealth Management, Inc. | 2 | 1 | 5.38% | 6.56% | 7.19% | Q3 2022 | Q2 2023 | 3 |
Field & Main Bank | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 3 |
Astor Investment Management LLC | 3 | 3 | 0.43% | 0.44% | 0.46% | Q3 2017 | Q1 2018 | 3 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 3 |
LANSDOWNE PARTNERS (UK) LLP | 2 | 1 | 0.02% | 0.07% | 0.17% | Q2 2015 | Q2 2019 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2019 | 3 |
Engineers Gate Manager LP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2023 | Q2 2024 | 3 |
Rosenbaum Jay D. | 3 | 3 | 0.71% | 0.76% | 0.80% | Q4 2022 | Q2 2023 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Private Advisory Group LLC | 2 | 1 | 0.27% | 0.38% | 0.60% | Q4 2020 | Q3 2022 | 3 |
Colony Family Offices, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2023 | Q2 2024 | 3 |
Blue Sky Asset Management, LLC | 3 | 3 | 0.59% | 1.17% | 1.80% | Q3 2018 | Q1 2019 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.20% | 0.26% | Q4 2014 | Q2 2015 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Steele Capital Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 |
Harfst & Associates, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 3 |
GSB Wealth Management, LLC | 3 | 3 | 0.09% | 0.11% | 0.15% | Q4 2023 | Q2 2024 | 3 |
Moss Adams Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q2 2017 | 3 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
City Financial Investment Co Ltd | 1 | 1 | 0.70% | 1.59% | 2.81% | Q4 2017 | Q3 2018 | 3 |
Morningstar Investment Management LLC | 3 | 3 | 0.33% | 1.04% | 2.26% | Q4 2023 | Q2 2024 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q2 2024 | 3 |
Neuburgh Advisers LLC | 3 | 3 | 0.04% | 0.09% | 0.14% | Q1 2017 | Q3 2017 | 3 |
Tyers Asset Management LLC | 3 | 3 | 0.03% | 0.05% | 0.09% | Q1 2017 | Q3 2017 | 3 |
Glen Harbor Capital Management LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2017 | 3 |
Flinton Capital Management LLC | 3 | 3 | 0.04% | 0.07% | 0.11% | Q1 2017 | Q3 2017 | 3 |
GenTrust, LLC | 3 | 3 | 0.11% | 0.16% | 0.21% | Q1 2019 | Q3 2019 | 3 |
Financial Advisors Network, Inc. | 3 | 3 | 0.05% | 0.09% | 0.12% | Q3 2021 | Q1 2022 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q1 2024 | 3 |
Sterling Investment Advisors, Ltd. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2019 | 3 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2024 | 3 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.08% | 0.17% | Q1 2022 | Q3 2022 | 3 |
Stratos Investment Management, LLC | 3 | 3 | 0.13% | 0.18% | 0.21% | Q1 2019 | Q3 2019 | 3 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 1 | 0.42% | 0.67% | 1.14% | Q4 2017 | Q3 2018 | 3 |
Islet Management, LP | 2 | 1 | 0.61% | 0.90% | 1.28% | Q1 2020 | Q1 2022 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Keeler Thomas Management LLC | 3 | 3 | 0.24% | 0.29% | 0.33% | Q3 2019 | Q1 2020 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 1.54% | 1.62% | 1.70% | Q4 2017 | Q2 2018 | 3 |
Beacon Pointe Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
Portfolio Strategies, Inc. | 3 | 3 | 0.65% | 2.87% | 7.23% | Q3 2019 | Q1 2020 | 3 |
Bell Rock Capital LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q2 2019 | Q4 2019 | 3 |
Old North State Trust, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2023 | 3 |
Susquehanna International Group Ltd. | 1 | 1 | 0.20% | 0.27% | 0.32% | Q1 2021 | Q1 2024 | 3 |
Hobart Private Capital, LLC | 1 | 1 | 0.25% | 0.32% | 0.43% | Q4 2018 | Q3 2020 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Artemis Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 3 | 0.27% | 0.57% | 1.13% | Q4 2023 | Q2 2024 | 3 |
ERn Financial, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q4 2023 | Q2 2024 | 3 |
CPR Investments Inc. | 1 | 1 | 0.27% | 0.64% | 1.35% | Q2 2022 | Q2 2024 | 3 |
OneAscent Financial Services LLC | 3 | 3 | 0.12% | 0.21% | 0.38% | Q4 2023 | Q2 2024 | 3 |
Cinctive Capital Management LP | 1 | 1 | 0.14% | 0.32% | 0.67% | Q2 2021 | Q3 2022 | 3 |
Ranch Capital Advisors Inc. | 3 | 3 | 0.71% | 0.74% | 0.77% | Q4 2023 | Q2 2024 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Royal Harbor Partners, LLC | 2 | 1 | 0.23% | 0.26% | 0.28% | Q3 2021 | Q2 2023 | 3 |
Altus Wealth Management, LLC | 3 | 3 | 2.88% | 3.06% | 3.17% | Q4 2020 | Q2 2021 | 3 |
Fortis Capital Management LLC | 2 | 1 | 0.14% | 1.69% | 2.83% | Q3 2023 | Q2 2024 | 3 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 3 | 3 | 0.31% | 1.11% | 1.53% | Q1 2020 | Q3 2020 | 3 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
1776 Wealth LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q2 2020 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Truadvice, LLC | 1 | 1 | 0.09% | 0.89% | 1.92% | Q2 2022 | Q3 2023 | 3 |
Intrua Financial, LLC | 3 | 3 | 0.08% | 0.12% | 0.16% | Q1 2022 | Q3 2022 | 3 |
Dynamic Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.13% | 0.25% | Q4 2023 | Q2 2024 | 3 |
NovaPoint Capital, LLC | 3 | 3 | 0.13% | 0.13% | 0.13% | Q4 2023 | Q2 2024 | 3 |
Scarborough Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
Platform Technology Partners | 2 | 1 | 0.15% | 0.19% | 0.21% | Q3 2023 | Q2 2024 | 3 |
TKG Advisors, LLC | 2 | 1 | 1.31% | 1.87% | 2.56% | Q2 2022 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.80% | 0.88% | 0.93% | Q4 2020 | Q2 2021 | 3 |
West Financial Advisors, LLC | 3 | 3 | 0.42% | 0.43% | 0.45% | Q1 2022 | Q3 2022 | 3 |
Insight Advisors, LLC/ PA | 2 | 1 | 0.04% | 0.07% | 0.09% | Q2 2022 | Q2 2024 | 3 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 3 | 3 | 2.93% | 2.96% | 3.00% | Q3 2023 | Q1 2024 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.81% | 0.82% | 0.83% | Q4 2020 | Q2 2021 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2023 | Q2 2024 | 3 |
Pinnacle Wealth Management Group, Inc. | 3 | 3 | 1.18% | 1.22% | 1.26% | Q2 2021 | Q4 2021 | 3 |
JB Capital LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
VISTA FINANCE, LLC | 2 | 1 | 7.41% | 8.78% | 10.80% | Q1 2022 | Q2 2024 | 3 |
Greenland Capital Management LP | 2 | 1 | 0.03% | 0.22% | 0.53% | Q4 2022 | Q4 2023 | 3 |
Agate Pass Investment Management, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q4 2023 | Q2 2024 | 3 |
Beaird Harris Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 3 |
Carson Advisory Inc. | 3 | 3 | 0.38% | 0.39% | 0.40% | Q4 2023 | Q2 2024 | 3 |
First International Bank & Trust | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q2 2022 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Clientfirst Wealth Management, LLC | 3 | 3 | 0.26% | 0.31% | 0.42% | Q4 2021 | Q2 2022 | 3 |
Kraft, Davis & Associates, LLC | 3 | 3 | 0.37% | 0.48% | 0.58% | Q4 2023 | Q2 2024 | 3 |
Waycross Investment Management Co | 3 | 3 | 2.92% | 3.10% | 3.26% | Q4 2023 | Q2 2024 | 3 |
Empirical Asset Management, LLC | 3 | 3 | 1.80% | 1.96% | 2.09% | Q1 2022 | Q3 2022 | 3 |
WARNER FINANCIAL, INC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2023 | Q2 2024 | 3 |
Balboa Wealth Partners | 2 | 1 | 0.08% | 0.20% | 0.27% | Q3 2022 | Q2 2023 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Talisman Wealth Advisors LLC | 3 | 3 | 0.38% | 0.39% | 0.40% | Q4 2023 | Q2 2024 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PETREDIS INVESTMENT ADVISORS LLC | 3 | 3 | 0.58% | 0.69% | 0.82% | Q4 2022 | Q2 2023 | 3 |
New England Capital Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Main Street Group, LTD | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2023 | Q2 2024 | 3 |
Park Place Capital Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
MIDLAND WEALTH ADVISORS LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2023 | Q2 2024 | 3 |
Waterway Wealth Management, LLC | 3 | 3 | 0.18% | 0.24% | 0.36% | Q4 2023 | Q2 2024 | 3 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.10% | 1.93% | 3.41% | Q1 2014 | Q2 2024 | 3 |
First Trust Investment Solutions L.P. | 3 | 3 | 0.13% | 0.17% | 0.19% | Q4 2023 | Q2 2024 | 3 |
ROGCO, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
SYON CAPITAL LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q4 2023 | Q2 2024 | 3 |
Premier Path Wealth Partners, LLC | 3 | 3 | 0.27% | 0.29% | 0.30% | Q4 2023 | Q2 2024 | 3 |
Concurrent Investment Advisors, LLC | 3 | 3 | 0.13% | 0.22% | 0.35% | Q4 2023 | Q2 2024 | 3 |
POWER WEALTH MANAGEMENT LLC | 3 | 3 | 2.74% | 2.94% | 3.10% | Q4 2023 | Q2 2024 | 3 |
Burford Brothers, Inc. | 3 | 3 | 0.36% | 0.39% | 0.42% | Q4 2023 | Q2 2024 | 3 |
HTLF Bank | 3 | 3 | 0.53% | 0.55% | 0.57% | Q4 2023 | Q2 2024 | 3 |
Tyche Wealth Partners LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2023 | Q2 2024 | 3 |
Kiely Wealth Advisory Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2023 | Q2 2024 | 3 |
Solutions 4 Wealth, Ltd | 3 | 3 | 1.85% | 2.23% | 2.55% | Q4 2023 | Q2 2024 | 3 |
Turtle Creek Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.08% | 0.20% | Q4 2023 | Q2 2024 | 3 |
Naples Money Management LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2023 | Q2 2024 | 3 |
MontVue Capital Management, Inc. | 3 | 3 | 0.53% | 0.57% | 0.60% | Q4 2023 | Q2 2024 | 3 |
WETZEL INVESTMENT ADVISORS, INC. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2023 | Q2 2024 | 3 |
Advantage Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 |
Tidemark, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
GAMMA Investing LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Northwest Financial Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
Winthrop Capital Management, LLC | 3 | 3 | 0.76% | 1.02% | 1.18% | Q4 2023 | Q2 2024 | 3 |
LM Advisors LLC | 3 | 3 | 0.00% | 0.26% | 0.45% | Q4 2023 | Q2 2024 | 3 |
Pathstone Holdings, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q4 2023 | Q2 2024 | 3 |
MORTON COMMUNITY BANK | 3 | 3 | 1.62% | 1.65% | 1.66% | Q4 2023 | Q2 2024 | 3 |
Planning Capital Management Corp | 3 | 3 | 0.09% | 0.16% | 0.20% | Q4 2023 | Q2 2024 | 3 |
M3 Advisory Group, LLC | 3 | 3 | 0.44% | 0.54% | 0.64% | Q4 2023 | Q2 2024 | 3 |
MGB Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Cooksen Wealth, LLC | 3 | 3 | 0.46% | 0.48% | 0.51% | Q4 2023 | Q2 2024 | 3 |
IMZ Advisory Inc | 3 | 3 | 1.06% | 1.46% | 1.66% | Q4 2023 | Q2 2024 | 3 |
JBR Co Financial Management Inc | 3 | 3 | 0.44% | 0.59% | 0.80% | Q4 2023 | Q2 2024 | 3 |
American Capital Advisory, LLC | 3 | 3 | 0.01% | 0.10% | 0.27% | Q4 2023 | Q2 2024 | 3 |
CAMELOT TECHNOLOGY ADVISORS, INC. | 3 | 3 | 0.49% | 0.51% | 0.54% | Q4 2023 | Q2 2024 | 3 |
Koa Wealth Management, LLC | 3 | 3 | 1.14% | 1.88% | 2.25% | Q4 2023 | Q2 2024 | 3 |
Sage Capital Management, LLC | 3 | 3 | 0.48% | 0.49% | 0.51% | Q4 2023 | Q2 2024 | 3 |
Christensen, King & Associates Investment Services, Inc. | 3 | 3 | 0.13% | 0.13% | 0.14% | Q4 2023 | Q2 2024 | 3 |
FIRST FINANCIAL BANKSHARES INC | 3 | 3 | 0.58% | 0.82% | 0.96% | Q4 2023 | Q2 2024 | 3 |
SEARLE & CO. | 3 | 3 | 0.01% | 0.09% | 0.21% | Q4 2014 | Q2 2015 | 3 |
RUSSELL FRANK CO/ | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
ROMAN BUTLER FULLERTON & CO | 2 | 1 | 0.10% | 0.14% | 0.18% | Q1 2023 | Q2 2024 | 3 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 3 |
HONEYWELL INTERNATIONAL INC | 2 | 1 | 1.18% | 1.74% | 2.42% | Q4 2016 | Q3 2018 | 3 |
Cornerstone Capital, Inc. | 3 | 3 | 0.14% | 0.93% | 1.46% | Q4 2023 | Q2 2024 | 3 |
ORRSTOWN FINANCIAL SERVICES INC | 3 | 3 | 0.23% | 0.24% | 0.27% | Q4 2023 | Q2 2024 | 3 |
NatWest Group plc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
ROTHSCHILD INVESTMENT LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2023 | Q2 2024 | 3 |
AMICA MUTUAL INSURANCE CO | 3 | 3 | 0.35% | 0.67% | 1.04% | Q4 2023 | Q2 2024 | 3 |
PORTOLA GROUP INC /CA | 3 | 3 | 1.32% | 1.42% | 1.48% | Q4 2014 | Q2 2015 | 3 |
NIPPON LIFE INSURANCE CO | 3 | 3 | 0.64% | 0.73% | 0.79% | Q3 2016 | Q1 2017 | 3 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 3 | 3 | 0.41% | 0.60% | 0.85% | Q2 2020 | Q4 2020 | 3 |
ONTARIO TEACHERS PENSION PLAN BOARD | 2 | 1 | 0.11% | 0.75% | 1.08% | Q3 2015 | Q1 2021 | 3 |
OAK HARBOR WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
Enterprise Trust & Investment Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
McAlister, Sweet & Associates, Inc. | 2 | 2 | 2.71% | 2.93% | 3.14% | Q2 2022 | Q3 2022 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Signify Wealth | 1 | 1 | 0.71% | 1.49% | 2.26% | Q4 2022 | Q4 2023 | 2 |
Concentric Capital Strategies, LP | 2 | 2 | 0.25% | 0.48% | 0.71% | Q1 2024 | Q2 2024 | 2 |
New World Advisors LLC | 1 | 1 | 0.00% | 0.27% | 0.53% | Q1 2019 | Q2 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Benedetti & Gucer, Inc. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Concentrum Wealth Management | 2 | 2 | 0.12% | 0.15% | 0.17% | Q1 2022 | Q2 2022 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
Vermillion & White Wealth Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Main Management Fund Advisors LLC | 2 | 2 | 9.20% | 9.21% | 9.22% | Q1 2024 | Q2 2024 | 2 |
KENNICOTT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q1 2023 | Q2 2023 | 2 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2021 | Q1 2021 | 2 |
CI INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Cox Capital Mgt LLC | 1 | 1 | 0.21% | 0.29% | 0.37% | Q4 2020 | Q4 2023 | 2 |
Rice Partnership, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.06% | 1.01% | 1.97% | Q4 2022 | Q2 2024 | 2 |
Waterloo Capital, L.P. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Athanor Capital, LP | 1 | 1 | 0.49% | 0.88% | 1.26% | Q1 2020 | Q1 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 2 |
MBB PUBLIC MARKETS I LLC | 2 | 2 | 0.06% | 0.97% | 1.88% | Q2 2023 | Q3 2023 | 2 |
Gruss Capital Management LP | 1 | 1 | 0.68% | 1.36% | 2.03% | Q4 2014 | Q3 2015 | 2 |
Burns Matteson Capital Management, LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2022 | Q3 2022 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2024 | Q1 2024 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Security National Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Diametric Capital, LP | 1 | 1 | 0.24% | 0.53% | 0.82% | Q2 2020 | Q3 2022 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 0.84% | 1.20% | 1.55% | Q1 2024 | Q2 2024 | 2 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Connective Portfolio Management, LLC | 1 | 1 | 2.58% | 3.17% | 3.76% | Q4 2022 | Q4 2023 | 2 |
Passaic Partners LLC | 2 | 2 | 2.12% | 2.17% | 2.22% | Q2 2023 | Q3 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.01% | 0.68% | 1.34% | Q4 2017 | Q1 2018 | 2 |
S.C. Financial Services, Inc. | 2 | 2 | 0.41% | 0.42% | 0.42% | Q3 2022 | Q4 2022 | 2 |
Watermark Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
WEALTH EFFECTS LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2023 | Q1 2024 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q1 2017 | Q2 2017 | 2 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q2 2024 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Point72 Europe (London) LLP | 2 | 2 | 0.08% | 0.25% | 0.41% | Q4 2023 | Q1 2024 | 2 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2024 | Q2 2024 | 2 |
UG Investment Advisers Ltd. | 2 | 2 | 0.34% | 0.37% | 0.39% | Q4 2022 | Q1 2023 | 2 |
Obsidian Personal Planning Solutions LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2024 | Q2 2024 | 2 |
Blue Door Asset Management, LLC | 1 | 1 | 0.39% | 0.54% | 0.69% | Q1 2022 | Q2 2024 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2024 | 2 |
Omnia Family Wealth, LLC | 1 | 1 | 1.71% | 2.30% | 2.90% | Q1 2023 | Q2 2024 | 2 |
Chemistry Wealth Management LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2024 | Q2 2024 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ELCO Management Co., LLC | 1 | 1 | 0.19% | 0.25% | 0.31% | Q3 2016 | Q2 2024 | 2 |
Marion Wealth Management | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Corient Capital Partners, LLC | 1 | 1 | 0.42% | 0.58% | 0.75% | Q4 2016 | Q4 2017 | 2 |
Pinz Capital Management, LP | 2 | 2 | 0.92% | 1.26% | 1.60% | Q1 2022 | Q2 2022 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.16% | 0.17% | 0.19% | Q3 2017 | Q4 2017 | 2 |
Vantage Financial Partners, LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q1 2024 | Q2 2024 | 2 |
Crescent Capital Consulting, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.50% | 0.50% | 0.50% | Q3 2022 | Q4 2022 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
3EDGE Asset Management, LP | 1 | 1 | 0.02% | 0.11% | 0.20% | Q3 2022 | Q2 2024 | 2 |
PHYSICIANS FINANCIAL SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Coury Firm Asset Management LLC | 2 | 2 | 0.42% | 0.88% | 1.35% | Q4 2021 | Q1 2022 | 2 |
BAR HARBOR TRUST SERVICES | 2 | 2 | 0.00% | 0.04% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Safeguard Financial, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q2 2024 | 2 |
KEATING WEALTH MANAGEMENT LLC | 2 | 2 | 0.40% | 0.42% | 0.44% | Q4 2023 | Q1 2024 | 2 |
Oribel Capital Management, LP | 1 | 1 | 0.76% | 1.13% | 1.49% | Q2 2022 | Q4 2022 | 2 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 2 | 2 | 1.70% | 1.73% | 1.75% | Q2 2023 | Q3 2023 | 2 |
Terra Nova Asset Management LLC | 2 | 2 | 0.32% | 0.56% | 0.80% | Q1 2024 | Q2 2024 | 2 |
Lansing Street Advisors | 2 | 2 | 1.10% | 1.14% | 1.18% | Q2 2022 | Q3 2022 | 2 |
Asset Management Resources, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q3 2023 | Q4 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Tairen Capital Ltd | 2 | 2 | 5.24% | 9.98% | 14.73% | Q1 2022 | Q2 2022 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2016 | Q3 2016 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Intersect Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 2 |
AllSquare Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Price Capital Management, Inc. | 1 | 1 | 0.05% | 8.88% | 17.72% | Q4 2017 | Q1 2019 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.60% | 0.66% | 0.71% | Q3 2022 | Q4 2022 | 2 |
STAPP WEALTH MANAGEMENT, PLLC | 2 | 2 | 4.14% | 4.71% | 5.27% | Q3 2022 | Q4 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q4 2016 | 2 |
Eukles Asset Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Hilltop Partners LLC | 2 | 2 | 0.20% | 2.74% | 5.27% | Q4 2022 | Q1 2023 | 2 |
Spectrum Asset Management, Inc. (NB/CA) | 1 | 1 | 1.12% | 1.56% | 2.00% | Q4 2023 | Q2 2024 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Muzinich & Co., Inc. | 2 | 2 | 0.03% | 0.11% | 0.18% | Q4 2018 | Q1 2019 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 0.49% | 1.09% | 1.70% | Q1 2023 | Q2 2023 | 2 |
Heritage Wealth Partners, LLC | 2 | 2 | 0.19% | 0.36% | 0.52% | Q2 2023 | Q3 2023 | 2 |
JFB Holdings Corp | 2 | 2 | 0.05% | 0.08% | 0.12% | Q3 2015 | Q4 2015 | 2 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 2 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 2 |
Longbow Finance SA | 2 | 2 | 1.58% | 1.59% | 1.61% | Q1 2024 | Q2 2024 | 2 |
Northeast Financial Group, Inc. | 2 | 2 | 1.08% | 1.59% | 2.11% | Q3 2021 | Q4 2021 | 2 |
SENTINEL ASSET MANAGEMENT, INC. | 2 | 2 | 0.49% | 0.51% | 0.53% | Q2 2017 | Q3 2017 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
West Tower Group, LLC | 1 | 1 | 0.10% | 0.64% | 1.18% | Q2 2023 | Q4 2023 | 2 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.03% | 0.11% | 0.18% | Q4 2013 | Q4 2023 | 2 |
Granite Point Capital Management, L.P. | 2 | 2 | 0.80% | 2.43% | 4.05% | Q2 2019 | Q3 2019 | 2 |
Alpha Financial Partners, LLC | 2 | 2 | 0.88% | 1.03% | 1.18% | Q4 2022 | Q1 2023 | 2 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Imprint Wealth LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q1 2023 | Q2 2023 | 2 |
Claar Advisors LLC | 2 | 2 | 2.38% | 2.86% | 3.34% | Q2 2020 | Q3 2020 | 2 |
Empowered Funds, LLC | 1 | 1 | 0.01% | 0.10% | 0.20% | Q4 2022 | Q1 2024 | 2 |
CHANNEL WEALTH LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2024 | Q2 2024 | 2 |
Parasol Investment Management, LLC | 1 | 1 | 0.00% | 0.93% | 1.86% | Q4 2013 | Q2 2016 | 2 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 10.87% | 10.97% | 11.08% | Q1 2016 | Q4 2016 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ICONIQ Capital, LLC | 1 | 1 | 0.31% | 0.55% | 0.79% | Q1 2013 | Q3 2013 | 2 |
PERRY CAPITAL | 2 | 2 | 2.58% | 3.30% | 4.03% | Q1 2016 | Q2 2016 | 2 |
Madison Park Capital Advisors, LLC | 2 | 2 | 5.70% | 5.78% | 5.85% | Q4 2023 | Q1 2024 | 2 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.07% | 0.31% | 0.56% | Q1 2020 | Q4 2021 | 2 |
Eclectica Asset Management LLP | 1 | 1 | 1.47% | 1.97% | 2.47% | Q3 2013 | Q1 2014 | 2 |
TIVERTON ASSET MANAGEMENT LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q1 2017 | Q2 2017 | 2 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 1 | 1 | 0.76% | 0.97% | 1.17% | Q2 2020 | Q3 2022 | 2 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2017 | Q3 2017 | 2 |
WAFRA INC. | 2 | 2 | 1.01% | 1.20% | 1.40% | Q1 2014 | Q2 2014 | 2 |
CONDOR CAPITAL MANAGEMENT | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q2 2016 | 2 |
HARMONY ASSET MANAGEMENT LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q1 2024 | Q2 2024 | 2 |
Kiwi Wealth Investments Limited Partnership | 2 | 2 | 0.82% | 1.11% | 1.40% | Q1 2016 | Q2 2016 | 2 |
Smith Anglin Financial, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
CAPITAL ONE FINANCIAL CORP | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q2 2020 | 2 |
PROSPECTOR PARTNERS LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
HANTZ FINANCIAL SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2024 | 2 |
Rakuten Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Gilliland Jeter Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Signal Advisors Wealth, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2023 | Q1 2024 | 2 |
Encompass More Asset Management | 2 | 2 | 0.21% | 0.25% | 0.29% | Q1 2024 | Q2 2024 | 2 |
Spectrum Wealth Counsel, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Abich Financial Wealth Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
Sollinda Capital Management LLC | 2 | 2 | 0.11% | 1.66% | 3.20% | Q4 2023 | Q1 2024 | 2 |
VIMA LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2023 | Q1 2024 | 2 |
Hobbs Group Advisors, LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q4 2023 | Q2 2024 | 2 |
Pineridge Advisors LLC | 1 | 1 | 0.00% | 0.76% | 1.52% | Q4 2023 | Q2 2024 | 2 |
Creekmur Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 2 |
Foguth Wealth Management, LLC. | 2 | 2 | 0.30% | 0.59% | 0.88% | Q1 2024 | Q2 2024 | 2 |
Provident Co of the Employees of the Hebrew University LTD | 2 | 2 | 1.58% | 2.49% | 3.40% | Q1 2024 | Q2 2024 | 2 |
Central Pacific Bank - Trust Division | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
FPC INVESTMENT ADVISORY, INC. | 2 | 2 | 0.50% | 0.52% | 0.54% | Q1 2024 | Q2 2024 | 2 |
Diversify Advisory Services, LLC | 2 | 2 | 0.01% | 0.57% | 1.13% | Q1 2024 | Q2 2024 | 2 |
Hilltop National Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
CYPRESS ASSET MANAGEMENT INC/TX | 1 | 1 | 0.09% | 0.12% | 0.15% | Q4 2016 | Q4 2018 | 2 |
Gratus Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.67% | 1.26% | Q4 2023 | Q1 2024 | 2 |
Rockport Wealth LLC | 2 | 2 | 0.38% | 2.73% | 5.08% | Q1 2024 | Q2 2024 | 2 |
SPIREPOINT PRIVATE CLIENT, LLC | 2 | 2 | 0.70% | 0.79% | 0.87% | Q1 2024 | Q2 2024 | 2 |
LRI Investments, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2024 | Q2 2024 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.05% | 0.10% | 0.15% | Q4 2014 | Q2 2024 | 2 |
Noven Financial Group, Inc. | 2 | 2 | 0.26% | 0.29% | 0.31% | Q4 2014 | Q1 2015 | 2 |
City Center Advisors, LLC | 2 | 2 | 1.12% | 1.12% | 1.12% | Q1 2024 | Q2 2024 | 2 |
Roof Eidam Maycock Peralta, LLC | 2 | 2 | 0.30% | 0.31% | 0.33% | Q4 2014 | Q1 2015 | 2 |
ADAMS NATURAL RESOURCES FUND, INC. | 2 | 2 | 0.79% | 0.82% | 0.85% | Q2 2020 | Q3 2020 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MKP Capital Management, L.L.C. | 1 | 1 | 1.82% | 2.48% | 3.13% | Q1 2017 | Q2 2021 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 0.77% | 1.55% | 2.34% | Q4 2020 | Q1 2022 | 2 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
SPROTT INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 0.97% | 1.69% | 2.42% | Q1 2017 | Q1 2017 | 2 |
Knighthead Capital Management, LLC | 1 | 1 | 1.65% | 7.70% | 13.76% | Q4 2019 | Q3 2022 | 2 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 0.34% | 0.68% | Q1 2016 | Q1 2016 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
PointState Capital LP | 1 | 1 | 0.03% | 1.14% | 2.26% | Q1 2019 | Q1 2020 | 2 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.09% | 0.17% | Q3 2017 | Q4 2019 | 2 |
Quintium Advisors, LLC | 2 | 2 | 0.00% | 0.35% | 0.69% | Q4 2015 | Q1 2016 | 2 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2022 | 2 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2020 | 2 |
CORRADO ADVISORS, LLC | 2 | 2 | 0.67% | 0.70% | 0.72% | Q1 2024 | Q2 2024 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2023 | 2 |
ROTHSCHILD INVESTMENT LLC /IL | 2 | 2 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q3 2013 | 2 |
Northwest Bancshares, Inc. | 1 | 1 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q1 2021 | 2 |
Saiers Capital, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 2 |
LS Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
HARVEST VOLATILITY MANAGEMENT LLC | 2 | 2 | 1.14% | 1.15% | 1.16% | Q1 2021 | Q2 2021 | 2 |
IMA Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
SPRING CREEK CAPITAL LLC | 2 | 2 | 0.18% | 0.33% | 0.48% | Q3 2018 | Q4 2018 | 2 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.03% | 0.17% | 0.32% | Q1 2018 | Q4 2021 | 2 |
Welch Group, LLC | 1 | 1 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q4 2023 | 2 |
Pekin Hardy Strauss, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q4 2020 | 2 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.28% | 0.52% | 0.76% | Q2 2019 | Q2 2020 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Taconic Capital Advisors LP | 1 | 1 | 0.02% | 0.09% | 0.16% | Q1 2020 | Q2 2023 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2019 | Q1 2020 | 2 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 1.31% | 1.41% | 1.52% | Q2 2016 | Q3 2019 | 2 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 7.66% | 8.77% | 9.88% | Q1 2016 | Q2 2016 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 1.56% | 1.72% | 1.89% | Q2 2013 | Q3 2013 | 2 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.04% | 0.08% | 0.12% | Q3 2023 | Q4 2023 | 2 |
Del Mar Asset Management, LP | 2 | 2 | 0.38% | 0.58% | 0.78% | Q2 2013 | Q3 2013 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Marshall Wace North America L.P. | 2 | 2 | 0.45% | 0.57% | 0.68% | Q1 2020 | Q2 2020 | 2 |
Sage Capital Management, LLC | 2 | 2 | 1.25% | 1.31% | 1.37% | Q2 2013 | Q3 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
BBVA USA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Stadion Money Management, LLC | 1 | 1 | 0.89% | 1.04% | 1.19% | Q4 2014 | Q1 2016 | 2 |
Empyrean Capital Partners, LP | 1 | 1 | 0.91% | 2.20% | 3.49% | Q2 2013 | Q2 2013 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
KLINGENSTEIN FIELDS & CO LP | 2 | 2 | 0.01% | 0.38% | 0.74% | Q1 2024 | Q2 2024 | 2 |
Eton Park Capital Management, L.P. | 1 | 1 | 0.61% | 0.97% | 1.34% | Q4 2014 | Q1 2016 | 2 |
Linscomb Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 2 |
LAFFER TENGLER INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
DSC Advisors, L.P. | 1 | 1 | 0.54% | 1.90% | 3.26% | Q2 2013 | Q1 2019 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
First American Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2023 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 1.34% | 1.44% | 1.55% | Q4 2022 | Q1 2023 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q4 2020 | 2 |
JET CAPITAL INVESTORS L P | 1 | 1 | 2.01% | 2.07% | 2.14% | Q2 2013 | Q1 2015 | 2 |
CONTINENTAL ADVISORS LLC | 2 | 2 | 1.47% | 2.23% | 3.00% | Q2 2022 | Q3 2022 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.54% | 0.61% | 0.68% | Q1 2024 | Q2 2024 | 2 |
Southern Farm Bureau Life Insurance | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
XTX Topco Ltd | 1 | 1 | 0.03% | 0.05% | 0.06% | Q4 2023 | Q2 2024 | 2 |
MIZUHO MARKETS AMERICAS LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q1 2024 | Q2 2024 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.12% | 1.03% | 1.93% | Q3 2022 | Q4 2022 | 2 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.11% | 0.21% | Q4 2020 | Q2 2022 | 2 |
Brown Miller Wealth Management, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2022 | Q3 2022 | 2 |
JACKSON SQUARE CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Sentinus, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q3 2022 | Q4 2022 | 2 |
Ascendant Capital Management, LLC | 1 | 1 | 1.97% | 4.09% | 6.22% | Q2 2022 | Q1 2023 | 2 |
High Note Wealth, LLC | 2 | 2 | 0.24% | 0.27% | 0.31% | Q4 2020 | Q1 2021 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.28% | 0.30% | 0.32% | Q4 2020 | Q1 2021 | 2 |
Bright Futures Wealth Management, LLC. | 2 | 2 | 0.31% | 0.38% | 0.46% | Q1 2024 | Q2 2024 | 2 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2024 | 2 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2022 | 2 |
Latitude Advisors, LLC | 1 | 1 | 0.12% | 0.15% | 0.18% | Q1 2022 | Q4 2022 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.07% | 0.10% | 0.12% | Q4 2023 | Q4 2023 | 2 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.11% | 0.13% | 0.16% | Q3 2020 | Q2 2023 | 2 |
Legacy Wealth Planning, LLC | 2 | 2 | 0.33% | 0.34% | 0.34% | Q2 2022 | Q3 2022 | 2 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2022 | 2 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.01% | 0.69% | 1.37% | Q4 2019 | Q2 2024 | 2 |
Beacon Financial Advisory LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q3 2020 | 2 |
SkyOak Wealth, LLC | 2 | 2 | 0.08% | 1.53% | 2.97% | Q4 2019 | Q1 2020 | 2 |
CORRECT CAPITAL WEALTH MANAGEMENT | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2023 | Q1 2024 | 2 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Sandbox Financial Partners, LLC | 2 | 2 | 0.18% | 0.23% | 0.28% | Q4 2020 | Q1 2021 | 2 |
Bickling Financial Services, Inc. | 2 | 2 | 0.65% | 0.82% | 0.99% | Q4 2020 | Q1 2021 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 2 |
Kapitalo Investimentos Ltda | 1 | 1 | 0.02% | 0.19% | 0.36% | Q4 2022 | Q3 2023 | 2 |
1900 WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q4 2023 | 2 |
Elliott Investment Management L.P. | 2 | 2 | 0.46% | 0.54% | 0.62% | Q2 2020 | Q3 2020 | 2 |
Charles Schwab Trust Co | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q4 2023 | 2 |
WT Wealth Management | 2 | 2 | 1.17% | 1.55% | 1.93% | Q4 2022 | Q1 2023 | 2 |
Merchants' Gate Capital LP | 1 | 1 | 3.32% | 3.32% | 3.32% | Q3 2014 | Q3 2014 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Serengeti Asset Management LP | 1 | 1 | 1.62% | 1.62% | 1.62% | Q1 2016 | Q1 2016 | 1 |
Capital Investment Counsel, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2013 | Q4 2013 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2024 | Q2 2024 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2014 | Q4 2014 | 1 |
FolioMetrix LLC | 1 | 1 | 2.54% | 2.54% | 2.54% | Q4 2014 | Q4 2014 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
Fragasso Financial Advisors Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
New Hampshire Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
BTC Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Lunt Capital Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
WEST CHESTER CAPITAL ADVISORS, INC | 1 | 1 | 3.21% | 3.21% | 3.21% | Q3 2023 | Q3 2023 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
Confluence Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Blackstone Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2020 | Q2 2020 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2023 | Q4 2023 | 1 |
BROADMARK ASSET MANAGEMENT LLC | 1 | 1 | 25.44% | 25.44% | 25.44% | Q4 2022 | Q4 2022 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 6.01% | 6.01% | 6.01% | Q1 2018 | Q1 2018 | 1 |
REBALANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Trinity Financial Advisors LLC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q1 2022 | Q1 2022 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Marmo Financial Group, LLC | 1 | 1 | 5.53% | 5.53% | 5.53% | Q4 2022 | Q4 2022 | 1 |
LWMG, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
Quarry LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2024 | Q1 2024 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2023 | Q2 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Center For Asset Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
Bellecapital International Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 7.92% | 7.92% | 7.92% | Q1 2019 | Q1 2019 | 1 |
Coulter & Justus Financial Services, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2024 | Q1 2024 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Michael & Susan Dell Foundation | 1 | 1 | 14.91% | 14.91% | 14.91% | Q1 2019 | Q1 2019 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q4 2013 | Q4 2013 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HARRIS ASSOCIATES L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trustees of Dartmouth College | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 2.02% | 2.02% | 2.02% | Q1 2016 | Q1 2016 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2024 | Q2 2024 | 1 |
Baker Ellis Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2024 | Q2 2024 | 1 |
Beta Wealth Group, Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2020 | Q4 2020 | 1 |
Numeric Investors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
ABLE Financial Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2024 | Q2 2024 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
PCO INVESTMENT MANAGEMENT LP | 1 | 1 | 8.32% | 8.32% | 8.32% | Q4 2014 | Q4 2014 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Geller Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
COLUMBIA CAPITAL LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2014 | Q4 2014 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2024 | Q2 2024 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2024 | Q2 2024 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Integre Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2024 | Q2 2024 | 1 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2023 | Q3 2023 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2022 | Q4 2022 | 1 |
Brahman Capital Corp. | 1 | 1 | 2.47% | 2.47% | 2.47% | Q1 2015 | Q1 2015 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
LEVITT CAPITAL MANAGEMENT LLC | 1 | 1 | 5.51% | 5.51% | 5.51% | Q2 2014 | Q2 2014 | 1 |
Ethic Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2013 | Q2 2013 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
NexWave Capital Partners LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
Fondren Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
HARTFORD INVESTMENT MANAGEMENT CO | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2022 | Q4 2022 | 1 |
Thiel Macro LLC | 1 | 1 | 3.70% | 3.70% | 3.70% | Q1 2015 | Q1 2015 | 1 |
Frazier Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Castle Creek Arbitrage, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2013 | Q4 2013 | 1 |
Marketfield Asset Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2024 | Q2 2024 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
GABELLI FUNDS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FOCUS FINANCIAL NETWORK INC /ADV | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2023 | Q4 2023 | 1 |
CYPRESS FUNDS LLC | 1 | 1 | 3.74% | 3.74% | 3.74% | Q1 2017 | Q1 2017 | 1 |
Proquility Private Wealth Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
BKM Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2023 | Q4 2023 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 |
Monaco Asset Management SAM | 1 | 1 | 2.90% | 2.90% | 2.90% | Q4 2019 | Q4 2019 | 1 |
&PARTNERS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ALPINE ASSOCIATES ADVISORS | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2013 | Q2 2013 | 1 |
Weaver Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
MAIRS & POWER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SHELL ASSET MANAGEMENT CO | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2016 | Q1 2016 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Caitlin John, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Long Island Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TMD & ASSOCIATES, INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2015 | Q4 2015 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DF DENT & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
BURNS J W & CO INC/NY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2022 | Q1 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
Golden State Equity Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2022 | Q2 2022 | 1 |
Transcendent Capital Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
ADAPT WEALTH ADVISORS, LLC | 1 | 1 | 3.37% | 3.37% | 3.37% | Q2 2024 | Q2 2024 | 1 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 |
Third Point | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Fox Hill Wealth Management | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2024 | Q2 2024 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2017 | Q1 2017 | 1 |
Stack Financial Management, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2023 | Q4 2023 | 1 |
ING GROEP NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 6.10% | 6.10% | 6.10% | Q2 2024 | Q2 2024 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 3.88% | 3.88% | 3.88% | Q4 2023 | Q4 2023 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2018 | Q1 2018 | 1 |
Atlanta Consulting Group Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2015 | Q1 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2016 | Q2 2016 | 1 |
GEMS MANAGEMENT LTD | 1 | 1 | 2.83% | 2.83% | 2.83% | Q2 2013 | Q2 2013 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
49 WEALTH MANAGEMENT, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2024 | Q2 2024 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2024 | Q2 2024 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 |
Game Plan Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2012 | Q3 2012 | 1 |
Crestline Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Lynx Investment Advisory | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2024 | Q2 2024 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
STEPH & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Corvex Management LP | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2013 | Q4 2013 | 1 |
Smith Thornton Advisors LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2024 | Q2 2024 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2022 | Q1 2022 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Fairfield Financial Advisors, LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2013 | Q3 2013 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
FDO Partners, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2017 | Q4 2017 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Cornerstone Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
WORLD EQUITY GROUP, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 |
Occidental Asset Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2020 | Q1 2020 | 1 |
Arkos Global Advisors | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Talara Capital Management, LLC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q3 2013 | Q3 2013 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 1 | 1 | 1.62% | 1.62% | 1.62% | Q3 2015 | Q3 2015 | 1 |
Bain Capital Public Equity Management II, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q1 2022 | Q1 2022 | 1 |
ADVOCATE GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2023 | Q4 2023 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Granby Capital Management, LLC | 1 | 1 | 2.53% | 2.53% | 2.53% | Q2 2024 | Q2 2024 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DAGCO, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 |
Sargent Investment Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2015 | Q3 2015 | 1 |
MIRAE ASSET SECURITIES (USA) INC. | 1 | 1 | 2.42% | 2.42% | 2.42% | Q2 2024 | Q2 2024 | 1 |
WestHill Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2024 | Q2 2024 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Orbitronix, LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2014 | Q1 2014 | 1 |
Yaupon Capital Management LP | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2024 | Q2 2024 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Goodman Advisory Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2024 | Q2 2024 | 1 |
Mizuho Bank, Ltd. | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2014 | Q3 2014 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CARRONADE CAPITAL MANAGEMENT, LP | 1 | 1 | 4.23% | 4.23% | 4.23% | Q4 2022 | Q4 2022 | 1 |
CLOVIS CAPITAL MANAGEMENT LP | 1 | 1 | 2.64% | 2.64% | 2.64% | Q4 2014 | Q4 2014 | 1 |
Corsicana & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
INHERENT GROUP, LP | 1 | 1 | 1.82% | 1.82% | 1.82% | Q1 2020 | Q1 2020 | 1 |
Boothe Investment Group, Inc. | 1 | 1 | 9.68% | 9.68% | 9.68% | Q1 2019 | Q1 2019 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
New Vernon Capital Holdings II LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2024 | Q1 2024 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Pariax, LLC | 1 | 1 | 9.25% | 9.25% | 9.25% | Q4 2023 | Q4 2023 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Meru Capital Group, LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2017 | Q1 2017 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2024 | Q2 2024 | 1 |
Rinkey Investments | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
J. Safra Sarasin Holding AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Aberdeen Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cypress Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
MARYLAND CAPITAL ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Andromeda Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FRG Family Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2016 | Q3 2016 | 1 |
STERLING INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2017 | Q3 2017 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Smart Money Group LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2020 | Q1 2020 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
WIN ADVISORS, INC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2023 | Q1 2023 | 1 |
Dynasty Wealth Management, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2017 | Q4 2017 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2022 | Q3 2022 | 1 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2023 | Q4 2023 | 1 |
Diameter Capital Partners LP | 1 | 1 | 6.37% | 6.37% | 6.37% | Q3 2022 | Q3 2022 | 1 |
THEORY FINANCIAL LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2024 | Q2 2024 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Legacy Wealth Partners, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
RVB CAPITAL MANAGEMENT LLC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q1 2019 | Q1 2019 | 1 |
Centenus Global Management, LP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2019 | Q1 2019 | 1 |
Renaissance Investment Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Americana Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Highview Capital Management LLC/DE/ | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2022 | Q4 2022 | 1 |
RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2018 | Q4 2018 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
JHL Capital Group LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2014 | Q3 2014 | 1 |
Abbot Financial Management, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2024 | Q2 2024 | 1 |
Okumus Fund Management Ltd. | 1 | 1 | 5.97% | 5.97% | 5.97% | Q4 2018 | Q4 2018 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Solidarity Wealth, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2022 | Q3 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
MONTAG & CALDWELL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Convergent Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Anson Funds Management LP | 1 | 1 | 1.59% | 1.59% | 1.59% | Q3 2020 | Q3 2020 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
Ally Invest Advisors Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
1620 INVESTMENT ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Varma Mutual Pension Insurance Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q4 2023 | 1 |
Eagle Strategies LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2024 | Q1 2024 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Trident Investment Management, LLC | 1 | 1 | 7.75% | 7.75% | 7.75% | Q2 2013 | Q2 2013 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Hilltop Park Associates LLC | 1 | 1 | 10.93% | 10.93% | 10.93% | Q1 2016 | Q1 2016 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Gainplan LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2022 | Q4 2022 | 1 |
Marietta Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2023 | Q4 2023 | 1 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Summit X, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2022 | Q1 2022 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WMS Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
EASTERN BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Evermore Global Advisors, LLC | 1 | 1 | 2.39% | 2.39% | 2.39% | Q1 2017 | Q1 2017 | 1 |
Ullmann Wealth Partners Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Jafra Capital Management LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2018 | Q1 2018 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
CARDIFF PARK ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2015 | Q2 2015 | 1 |
LifeSteps Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
AMI INVESTMENT MANAGEMENT INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Axiom Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Buska Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2024 | Q1 2024 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Tennessee Valley Asset Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
SWMG, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
ARGENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2023 | Q4 2023 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Mobius Capital Management, LLC | 1 | 1 | 2.37% | 2.37% | 2.37% | Q2 2018 | Q2 2018 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q1 2021 | Q1 2021 | 1 |
Castle Hook Partners LP | 1 | 1 | 8.44% | 8.44% | 8.44% | Q1 2020 | Q1 2020 | 1 |
EQUITY INVESTMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2024 | Q2 2024 | 1 |
Trilantic Capital Management L.P. | 1 | 1 | 4.64% | 4.64% | 4.64% | Q4 2021 | Q4 2021 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ikarian Capital, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2021 | Q1 2021 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Quent Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Glen Point Capital LLP | 1 | 1 | 2.04% | 2.04% | 2.04% | Q4 2017 | Q4 2017 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2024 | Q2 2024 | 1 |
Everett Capital Advisors UK LLP | 1 | 1 | 2.15% | 2.15% | 2.15% | Q2 2018 | Q2 2018 | 1 |
Bach Option Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
Well Done, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
LNZ Capital LP | 1 | 1 | 7.43% | 7.43% | 7.43% | Q1 2017 | Q1 2017 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q3 2022 | Q3 2022 | 1 |
DECADE RENEWABLE PARTNERS LP | 1 | 1 | 4.41% | 4.41% | 4.41% | Q4 2023 | Q4 2023 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2017 | Q4 2017 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2024 | Q1 2024 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2022 | Q2 2022 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 12.66% | 12.66% | 12.66% | Q4 2019 | Q4 2019 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Wilks Brothers, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2018 | Q2 2018 | 1 |
CALIBER WEALTH MANAGEMENT, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2022 | Q4 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Raging Capital Management, LLC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q4 2014 | Q4 2014 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2024 | Q2 2024 | 1 |
Sterneck Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
West Wealth Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2022 | Q1 2022 | 1 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
EnTrustPermal Management LLC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q2 2013 | Q2 2013 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
CQS Cayman LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2024 | Q2 2024 | 1 |
Watts Gwilliam & Co., LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2024 | Q1 2024 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Appaloosa LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2020 | Q1 2020 | 1 |
EHP Funds Inc. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2016 | Q4 2016 | 1 |
Range Financial Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Brookfield Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Rovida Advisors Inc. | 1 | 1 | 1.18% | 1.18% | 1.18% | Q1 2018 | Q1 2018 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 3.26% | 3.26% | 3.26% | Q4 2014 | Q4 2014 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 3.89% | 3.89% | 3.89% | Q4 2016 | Q4 2016 | 1 |
Tredje AP-fonden | 1 | 1 | 5.63% | 5.63% | 5.63% | Q1 2016 | Q1 2016 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Utah Peaks Capital Inc | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2022 | Q4 2022 | 1 |
Bricktown Capital, LLC | 1 | 1 | 4.25% | 4.25% | 4.25% | Q2 2024 | Q2 2024 | 1 |
PLUSTICK MANAGEMENT LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2024 | Q2 2024 | 1 |
STELLIAM INVESTMENT MANAGEMENT, LP | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2015 | Q1 2015 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Pacific Sage Partners, LLC | 1 | 1 | 2.73% | 2.73% | 2.73% | Q4 2022 | Q4 2022 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Pointe Capital Management LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2016 | Q4 2016 | 1 |
TruNorth Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Tilden Park Management I LLC | 1 | 1 | 8.27% | 8.27% | 8.27% | Q2 2019 | Q2 2019 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2015 | Q3 2015 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Mirador Capital Partners LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2017 | Q1 2017 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2024 | Q2 2024 | 1 |
ASHTON THOMAS SECURITIES, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2024 | Q2 2024 | 1 |
Quinn Opportunity Partners LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own SELECT SECTOR SPDR TR or have owned SELECT SECTOR SPDR TR in the past.