Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
UBS Group AG | 30 | 30 | 0.01% | 0.08% | 0.28% | Q2 2016 | Q3 2023 | 90 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30 | 30 | 0.01% | 0.08% | 0.17% | Q2 2016 | Q3 2023 | 90 |
GOLDMAN SACHS GROUP INC | 30 | 30 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 90 |
Parallax Volatility Advisers, L.P. | 30 | 30 | 0.00% | 0.07% | 0.34% | Q2 2016 | Q3 2023 | 90 |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 89 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.03% | 0.16% | Q2 2016 | Q3 2023 | 89 |
CITIGROUP INC | 30 | 30 | 0.01% | 0.12% | 0.84% | Q2 2016 | Q3 2023 | 88 |
Cutler Group LLC / CA | 30 | 30 | 0.00% | 0.39% | 4.64% | Q2 2016 | Q3 2023 | 88 |
Citadel Advisors | 30 | 30 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 87 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 30 | 0.00% | 0.14% | 0.41% | Q2 2016 | Q3 2023 | 86 |
Walleye Trading LLC | 30 | 30 | 0.00% | 0.02% | 0.10% | Q2 2016 | Q3 2023 | 86 |
HAP Trading, LLC | 30 | 30 | 0.00% | 0.15% | 1.70% | Q2 2016 | Q3 2023 | 85 |
WOLVERINE TRADING, LLC | 12 | 7 | 0.00% | 0.04% | 0.12% | Q2 2016 | Q3 2023 | 84 |
BARCLAYS PLC | 30 | 30 | 0.01% | 0.10% | 0.45% | Q2 2016 | Q3 2023 | 80 |
BANK OF MONTREAL /CAN/ | 27 | 2 | 0.00% | 0.05% | 0.46% | Q2 2016 | Q3 2023 | 78 |
JANE STREET GROUP, LLC | 30 | 30 | 0.00% | 0.20% | 2.03% | Q2 2016 | Q3 2023 | 78 |
CREDIT SUISSE AG/ | 30 | 30 | 0.01% | 0.10% | 1.24% | Q2 2016 | Q3 2023 | 75 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.02% | 0.21% | Q2 2016 | Q3 2023 | 74 |
Jefferies Group LLC | 26 | 26 | 0.00% | 0.11% | 1.06% | Q2 2016 | Q3 2022 | 72 |
MILLENNIUM MANAGEMENT LLC | 30 | 30 | 0.00% | 0.04% | 0.46% | Q2 2016 | Q3 2023 | 69 |
Twin Tree Management, LP | 30 | 30 | 0.00% | 0.27% | 1.54% | Q2 2016 | Q3 2023 | 69 |
Paloma Partners Management Co | 23 | 6 | 0.00% | 0.17% | 0.68% | Q2 2016 | Q3 2023 | 69 |
Ionic Capital Management LLC | 25 | 3 | 0.01% | 0.56% | 3.12% | Q2 2016 | Q3 2023 | 64 |
TWO SIGMA SECURITIES, LLC | 27 | 1 | 0.00% | 0.05% | 0.43% | Q2 2016 | Q3 2023 | 58 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.06% | 0.28% | Q3 2018 | Q3 2023 | 56 |
TWO SIGMA INVESTMENTS, LP | 21 | 1 | 0.00% | 0.06% | 0.42% | Q2 2016 | Q3 2023 | 54 |
CONTINENTAL ADVISORS LLC | 30 | 30 | 0.15% | 0.76% | 2.25% | Q2 2016 | Q3 2023 | 53 |
CAPITAL FUND MANAGEMENT S.A. | 17 | 8 | 0.00% | 0.13% | 0.57% | Q4 2016 | Q3 2023 | 53 |
MARSHALL WACE, LLP | 20 | 1 | 0.00% | 0.09% | 0.43% | Q2 2018 | Q3 2023 | 52 |
CIBC WORLD MARKET INC. | 30 | 30 | 0.00% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 49 |
Nokomis Capital, L.L.C. | 30 | 30 | 0.07% | 3.77% | 10.54% | Q2 2016 | Q3 2023 | 48 |
BANK OF NOVA SCOTIA | 30 | 30 | 0.00% | 0.10% | 0.40% | Q2 2016 | Q3 2023 | 47 |
NOMURA HOLDINGS INC | 12 | 1 | 0.00% | 0.07% | 0.49% | Q2 2016 | Q3 2023 | 47 |
Raymond James Financial Services Advisors, Inc. | 30 | 30 | 0.00% | 0.03% | 0.12% | Q2 2016 | Q3 2023 | 44 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.30% | 1.40% | Q3 2016 | Q3 2023 | 44 |
Creative Planning | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 44 |
HSBC HOLDINGS PLC | 16 | 13 | 0.00% | 0.05% | 0.38% | Q2 2016 | Q3 2023 | 43 |
HighTower Advisors, LLC | 18 | 11 | 0.00% | 0.05% | 0.22% | Q2 2016 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 40 |
Centiva Capital, LP | 9 | 1 | 0.00% | 0.32% | 1.28% | Q3 2018 | Q3 2023 | 38 |
Private Advisor Group, LLC | 30 | 30 | 0.00% | 0.07% | 0.17% | Q2 2016 | Q3 2023 | 37 |
CAPSTONE INVESTMENT ADVISORS, LLC | 8 | 1 | 0.00% | 0.31% | 1.45% | Q2 2016 | Q3 2023 | 36 |
WOLVERINE ASSET MANAGEMENT LLC | 15 | 1 | 0.00% | 0.06% | 0.35% | Q2 2016 | Q3 2023 | 36 |
BALYASNY ASSET MANAGEMENT L.P. | 11 | 1 | 0.00% | 0.05% | 0.43% | Q2 2016 | Q3 2023 | 35 |
FNY Investment Advisers, LLC | 22 | 22 | 0.00% | 0.11% | 1.10% | Q2 2018 | Q3 2023 | 34 |
TORONTO DOMINION BANK | 30 | 30 | 0.00% | 0.10% | 0.35% | Q2 2016 | Q3 2023 | 34 |
Moors & Cabot, Inc. | 30 | 30 | 0.00% | 0.08% | 0.40% | Q2 2016 | Q3 2023 | 33 |
US BANCORP \DE\ | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 33 |
Anchor Investment Management, LLC | 32 | 32 | 0.04% | 0.06% | 0.10% | Q1 2016 | Q4 2023 | 32 |
LPL Financial LLC | 30 | 30 | 0.00% | 0.08% | 0.29% | Q2 2016 | Q3 2023 | 32 |
SPROTT INC. | 26 | 1 | 0.02% | 0.80% | 7.18% | Q2 2016 | Q3 2023 | 31 |
Cetera Advisors LLC | 30 | 30 | 0.00% | 0.12% | 0.19% | Q2 2016 | Q3 2023 | 31 |
Lowe Wealth Advisors, LLC | 31 | 31 | 0.01% | 0.49% | 2.22% | Q2 2016 | Q4 2023 | 31 |
STALEY CAPITAL ADVISERS INC | 31 | 31 | 1.08% | 1.45% | 2.15% | Q1 2016 | Q3 2023 | 31 |
Ausdal Financial Partners, Inc. | 30 | 30 | 0.00% | 0.83% | 1.97% | Q2 2016 | Q3 2023 | 31 |
D.A. DAVIDSON & CO. | 30 | 30 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
S&CO INC | 30 | 30 | 0.18% | 0.29% | 0.58% | Q2 2016 | Q3 2023 | 30 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.06% | 0.29% | Q3 2016 | Q3 2023 | 30 |
MAI Capital Management | 30 | 30 | 0.02% | 0.09% | 0.27% | Q2 2016 | Q3 2023 | 30 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 30 | 30 | 0.00% | 0.00% | 0.04% | Q2 2016 | Q3 2023 | 30 |
GLENMEDE TRUST CO NA | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Ameritas Investment Partners, Inc. | 30 | 30 | 0.00% | 0.00% | 0.04% | Q2 2016 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 30 | 30 | 0.02% | 0.04% | 0.09% | Q2 2016 | Q3 2023 | 30 |
Jump Trading, LLC | 11 | 11 | 0.00% | 0.17% | 0.46% | Q2 2016 | Q4 2018 | 30 |
SG Americas Securities, LLC | 30 | 30 | 0.00% | 0.19% | 0.88% | Q2 2016 | Q3 2023 | 30 |
Highlander Capital Management, LLC | 30 | 30 | 0.11% | 0.23% | 0.49% | Q2 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.05% | 0.09% | 0.20% | Q2 2016 | Q3 2023 | 30 |
CENTRAL TRUST Co | 30 | 30 | 0.00% | 0.04% | 0.20% | Q2 2016 | Q3 2023 | 30 |
KEYBANK NATIONAL ASSOCIATION/OH | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
JPMORGAN CHASE & CO | 30 | 30 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q3 2023 | 30 |
MENLO ADVISORS LLC | 30 | 30 | 1.42% | 2.99% | 5.26% | Q2 2016 | Q3 2023 | 30 |
Pekin Hardy Strauss, Inc. | 30 | 30 | 0.07% | 0.43% | 1.06% | Q2 2016 | Q3 2023 | 30 |
Gradient Investments LLC | 30 | 30 | 0.00% | 0.04% | 0.21% | Q2 2016 | Q3 2023 | 30 |
Edge Wealth Management LLC | 30 | 30 | 0.00% | 0.08% | 0.43% | Q2 2016 | Q3 2023 | 30 |
Sigma Planning Corp | 30 | 30 | 0.02% | 0.08% | 0.21% | Q2 2016 | Q3 2023 | 30 |
BLAIR WILLIAM & CO/IL | 30 | 30 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 30 |
Rathbones Group PLC | 30 | 30 | 0.01% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Oppenheimer & Close, LLC | 30 | 30 | 0.42% | 1.14% | 2.08% | Q2 2016 | Q3 2023 | 30 |
Cetera Advisor Networks LLC | 21 | 8 | 0.00% | 0.05% | 0.18% | Q2 2016 | Q3 2023 | 30 |
SCHWARTZ INVESTMENT COUNSEL INC | 30 | 30 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 30 |
MOON CAPITAL MANAGEMENT LP | 30 | 30 | 0.35% | 1.00% | 2.34% | Q2 2016 | Q3 2023 | 30 |
BARD ASSOCIATES INC | 30 | 30 | 0.09% | 0.20% | 0.40% | Q2 2016 | Q3 2023 | 30 |
EVERGREEN CAPITAL MANAGEMENT LLC | 30 | 30 | 0.36% | 0.70% | 1.48% | Q2 2016 | Q3 2023 | 30 |
Compagnie Lombard Odier SCmA | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
ROCKLAND TRUST CO | 30 | 30 | 0.02% | 0.04% | 0.10% | Q2 2016 | Q3 2023 | 30 |
Proficio Capital Partners LLC | 30 | 30 | 0.01% | 0.58% | 2.68% | Q2 2016 | Q3 2023 | 30 |
WELLINGTON MANAGEMENT GROUP LLP | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Bank of New York Mellon Corp | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 30 |
E&G Advisors, LP | 30 | 30 | 0.33% | 0.48% | 0.86% | Q2 2016 | Q3 2023 | 30 |
FIRST MANHATTAN CO. LLC. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
CIBC Private Wealth Group, LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 30 | 30 | 0.00% | 0.01% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Rafferty Asset Management, LLC | 30 | 30 | 1.28% | 7.36% | 32.46% | Q2 2016 | Q3 2023 | 30 |
SMITH, MOORE & CO. | 30 | 30 | 0.37% | 0.63% | 1.16% | Q2 2016 | Q3 2023 | 30 |
GILDER GAGNON HOWE & CO LLC | 30 | 30 | 0.05% | 0.15% | 0.31% | Q2 2016 | Q3 2023 | 30 |
Cetera Investment Advisers | 30 | 30 | 0.08% | 0.33% | 0.92% | Q2 2016 | Q3 2023 | 30 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30 | 30 | 0.00% | 0.02% | 0.12% | Q2 2016 | Q3 2023 | 30 |
AMERIPRISE FINANCIAL INC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
WEDBUSH SECURITIES INC | 30 | 30 | 0.04% | 0.07% | 0.21% | Q2 2016 | Q3 2023 | 30 |
SYNOVUS FINANCIAL CORP | 30 | 30 | 0.00% | 0.31% | 1.43% | Q2 2016 | Q3 2023 | 30 |
GenTrust, LLC | 28 | 28 | 0.03% | 0.60% | 5.26% | Q4 2016 | Q3 2023 | 30 |
Baird Financial Group, Inc. | 30 | 30 | 0.03% | 0.06% | 0.14% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.13% | 0.78% | Q1 2016 | Q3 2023 | 30 |
Relative Value Partners Group, LLC | 30 | 30 | 0.03% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.03% | 0.08% | 0.28% | Q2 2016 | Q3 2023 | 30 |
Geneos Wealth Management Inc. | 30 | 30 | 0.04% | 0.11% | 0.33% | Q2 2016 | Q3 2023 | 30 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 30 | 30 | 0.03% | 0.09% | 0.22% | Q2 2016 | Q3 2023 | 30 |
PNC FINANCIAL SERVICES GROUP, INC. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Holowesko Partners Ltd. | 30 | 30 | 0.05% | 0.38% | 1.16% | Q2 2016 | Q3 2023 | 30 |
OPPENHEIMER & CO INC | 30 | 30 | 0.03% | 0.08% | 0.18% | Q2 2016 | Q3 2023 | 30 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 30 | 30 | 0.21% | 0.44% | 0.93% | Q2 2016 | Q3 2023 | 30 |
BANQUE PICTET & CIE SA | 30 | 30 | 0.01% | 0.08% | 0.17% | Q2 2016 | Q3 2023 | 30 |
Daiwa Securities Group Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Ironsides Asset Advisors, LLC | 29 | 29 | 0.10% | 0.34% | 1.00% | Q3 2016 | Q3 2023 | 29 |
Mirae Asset Global Investments Co., Ltd. | 27 | 2 | 0.00% | 0.02% | 0.12% | Q2 2016 | Q3 2023 | 29 |
North Star Investment Management Corp. | 17 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
Assured Investment Management LLC | 8 | 1 | 0.01% | 4.24% | 29.48% | Q2 2016 | Q4 2019 | 29 |
Hanson & Doremus Investment Management | 29 | 29 | 0.25% | 0.39% | 0.58% | Q3 2016 | Q3 2023 | 29 |
Janney Montgomery Scott LLC | 29 | 29 | 0.01% | 0.05% | 0.11% | Q3 2016 | Q3 2023 | 29 |
WESPAC Advisors SoCal, LLC | 29 | 29 | 0.01% | 0.12% | 0.22% | Q3 2016 | Q3 2023 | 29 |
NewEdge Advisors, LLC | 29 | 29 | 0.01% | 0.05% | 0.19% | Q3 2016 | Q3 2023 | 29 |
Wellington Shields Capital Management, LLC | 25 | 4 | 0.03% | 0.14% | 0.82% | Q2 2016 | Q3 2023 | 29 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 23 | 6 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 29 |
DAVENPORT & Co LLC | 21 | 8 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 29 |
Advisory Services Network, LLC | 27 | 2 | 0.00% | 0.07% | 0.19% | Q2 2016 | Q3 2023 | 29 |
Aveo Capital Partners, LLC | 22 | 5 | 0.00% | 0.27% | 1.09% | Q4 2016 | Q3 2023 | 29 |
SOL Capital Management CO | 25 | 4 | 0.03% | 0.13% | 0.46% | Q2 2016 | Q3 2023 | 29 |
ASSOCIATED BANC-CORP | 29 | 29 | 0.03% | 0.19% | 0.32% | Q3 2016 | Q3 2023 | 29 |
Tower Research Capital LLC (TRC) | 28 | 1 | 0.00% | 0.15% | 0.97% | Q2 2016 | Q3 2023 | 29 |
New Harbor Financial Group, LLC | 12 | 2 | 0.01% | 14.59% | 26.62% | Q2 2016 | Q3 2023 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.09% | 0.27% | Q4 2016 | Q3 2023 | 28 |
Apriem Advisors | 24 | 4 | 0.02% | 0.27% | 0.46% | Q2 2016 | Q3 2023 | 28 |
EXANE DERIVATIVES | 12 | 1 | 0.00% | 0.22% | 2.07% | Q2 2016 | Q1 2022 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.01% | 0.17% | 0.28% | Q4 2016 | Q3 2023 | 28 |
MOORE CAPITAL MANAGEMENT, LP | 8 | 1 | 0.01% | 0.58% | 4.33% | Q2 2016 | Q3 2023 | 28 |
SCOTIA CAPITAL INC. | 27 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 28 |
Verger Capital Management LLC | 28 | 28 | 0.63% | 1.48% | 2.62% | Q4 2016 | Q3 2023 | 28 |
JNBA Financial Advisors | 20 | 8 | 0.00% | 0.08% | 0.13% | Q3 2016 | Q3 2023 | 28 |
JAMES INVESTMENT RESEARCH INC | 28 | 28 | 0.01% | 0.04% | 0.14% | Q2 2016 | Q1 2023 | 28 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 28 | 28 | 0.01% | 0.07% | 0.45% | Q4 2016 | Q3 2023 | 28 |
TIEMANN INVESTMENT ADVISORS, LLC | 15 | 4 | 0.09% | 0.22% | 0.55% | Q2 2016 | Q3 2023 | 28 |
FIFTH THIRD BANCORP | 27 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.05% | 0.34% | 1.95% | Q4 2016 | Q3 2023 | 28 |
Cutter & CO Brokerage, Inc. | 28 | 28 | 0.07% | 0.17% | 0.40% | Q4 2016 | Q3 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.19% | 1.44% | 2.51% | Q4 2016 | Q3 2023 | 28 |
Cedar Wealth Management, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
J.P. Morgan Private Wealth Advisors LLC | 26 | 2 | 0.00% | 0.05% | 0.11% | Q2 2016 | Q3 2023 | 28 |
Harvest Fund Management Co., Ltd | 20 | 7 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.02% | 0.32% | Q1 2017 | Q3 2023 | 27 |
Prospera Financial Services Inc | 9 | 2 | 0.01% | 0.07% | 0.20% | Q2 2016 | Q3 2023 | 27 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 27 |
Blume Capital Management, Inc. | 26 | 1 | 0.01% | 0.97% | 2.03% | Q2 2016 | Q3 2023 | 27 |
Cypress Capital Management LLC (WY) | 27 | 27 | 0.41% | 2.71% | 4.34% | Q1 2017 | Q3 2023 | 27 |
Marathon Trading Investment Management LLC | 12 | 7 | 0.00% | 0.31% | 1.20% | Q2 2016 | Q3 2023 | 27 |
HOLLENCREST CAPITAL MANAGEMENT | 26 | 26 | 0.00% | 0.08% | 0.12% | Q2 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 27 |
FMR LLC | 21 | 6 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 27 |
Community Bank, N.A. | 23 | 3 | 0.05% | 0.09% | 0.13% | Q1 2017 | Q3 2023 | 26 |
Southeast Asset Advisors Inc. | 14 | 12 | 0.06% | 0.49% | 1.03% | Q2 2016 | Q3 2023 | 26 |
Brown Advisory Securities, LLC | 26 | 26 | 0.11% | 0.38% | 1.35% | Q2 2016 | Q3 2022 | 26 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 19 | 7 | 0.00% | 0.07% | 0.30% | Q1 2017 | Q3 2023 | 26 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 26 |
Guild Investment Management, Inc. | 20 | 2 | 1.00% | 5.33% | 8.92% | Q2 2016 | Q3 2023 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 26 |
Timber Creek Capital Management LLC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2022 | 26 |
FOSTER & MOTLEY INC | 23 | 3 | 0.02% | 0.11% | 0.32% | Q4 2016 | Q2 2023 | 26 |
Avior Wealth Management, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 25 |
GROUP ONE TRADING, L.P. | 12 | 3 | 0.01% | 0.09% | 0.37% | Q2 2016 | Q3 2023 | 25 |
One Capital Management, LLC | 25 | 25 | 0.07% | 0.24% | 0.38% | Q3 2017 | Q3 2023 | 25 |
CAXTON ASSOCIATES LP | 6 | 3 | 0.02% | 0.40% | 1.37% | Q2 2016 | Q4 2022 | 25 |
Global Endowment Management, LP | 23 | 2 | 0.04% | 0.82% | 1.95% | Q2 2016 | Q3 2023 | 25 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 25 | 25 | 0.11% | 0.25% | 0.40% | Q3 2017 | Q3 2023 | 25 |
PERRITT CAPITAL MANAGEMENT INC | 25 | 25 | 0.10% | 0.35% | 0.87% | Q3 2017 | Q3 2023 | 25 |
Arete Wealth Advisors, LLC | 17 | 1 | 0.03% | 0.48% | 2.30% | Q2 2016 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 20 | 1 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 25 |
DORCHESTER WEALTH MANAGEMENT Co | 25 | 25 | 0.07% | 0.65% | 1.52% | Q3 2017 | Q3 2023 | 25 |
COMMERCE BANK | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2022 | 25 |
M&T BANK CORP | 19 | 6 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 25 |
Laurion Capital Management LP | 9 | 1 | 0.00% | 0.19% | 0.96% | Q2 2016 | Q3 2022 | 25 |
Renaissance Technologies | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 25 |
HOWE & RUSLING INC | 22 | 3 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2022 | 25 |
AVALON CAPITAL MANAGEMENT | 15 | 1 | 0.26% | 2.50% | 5.74% | Q2 2016 | Q3 2023 | 24 |
First Personal Financial Services | 24 | 24 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2022 | 24 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.72% | 4.25% | Q1 2020 | Q3 2023 | 24 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 1 | 0.00% | 0.51% | 2.05% | Q2 2017 | Q3 2023 | 24 |
PATTON ALBERTSON MILLER GROUP, LLC | 24 | 24 | 0.04% | 0.23% | 0.54% | Q2 2016 | Q1 2022 | 24 |
Ruffer LLP | 24 | 24 | 0.01% | 0.07% | 0.33% | Q2 2016 | Q1 2022 | 24 |
COLONY GROUP LLC | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2022 | 24 |
SIMPLEX TRADING, LLC | 15 | 1 | 0.00% | 0.04% | 0.41% | Q4 2016 | Q2 2023 | 24 |
Hudock, Inc. | 13 | 11 | 0.02% | 0.08% | 0.17% | Q2 2016 | Q3 2022 | 24 |
LINCOLN NATIONAL CORP | 20 | 4 | 0.01% | 0.05% | 0.14% | Q3 2017 | Q3 2023 | 24 |
Legacy Capital Partners, Inc. | 24 | 24 | 0.12% | 0.24% | 0.50% | Q2 2016 | Q1 2022 | 24 |
Plante Moran Financial Advisors, LLC | 12 | 12 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 24 |
PROVIDA PENSION FUND ADMINISTRATOR | 14 | 1 | 0.00% | 0.77% | 8.02% | Q3 2016 | Q4 2022 | 24 |
CALTON & ASSOCIATES, INC. | 24 | 24 | 0.15% | 0.38% | 0.70% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 14 | 10 | 0.00% | 0.01% | 0.14% | Q2 2017 | Q3 2023 | 24 |
Ballew Advisors, Inc | 24 | 24 | 0.78% | 2.03% | 2.94% | Q4 2017 | Q3 2023 | 24 |
ClearBridge Investments | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 24 |
Financial Management Professionals, Inc. | 22 | 2 | 0.01% | 0.18% | 1.88% | Q2 2016 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 13 | 10 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
SIGNATUREFD, LLC | 17 | 2 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2023 | 24 |
MIZUHO SECURITIES USA LLC | 15 | 1 | 0.00% | 0.11% | 0.89% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 24 |
CREDIT AGRICOLE S A | 10 | 3 | 0.00% | 0.03% | 0.32% | Q2 2016 | Q3 2023 | 23 |
Verity Asset Management, Inc. | 18 | 5 | 0.22% | 0.61% | 1.84% | Q4 2017 | Q3 2023 | 23 |
BlackRock Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 23 |
DEUTSCHE BANK AG\ | 23 | 23 | 0.00% | 0.09% | 0.50% | Q1 2018 | Q3 2023 | 23 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 13 | 13 | 0.02% | 0.06% | 0.18% | Q2 2016 | Q2 2019 | 23 |
Hilltop Holdings Inc. | 19 | 3 | 0.04% | 0.44% | 1.23% | Q1 2018 | Q3 2023 | 23 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q4 2021 | 23 |
BESSEMER GROUP INC | 16 | 2 | 0.00% | 0.35% | 0.97% | Q3 2017 | Q3 2023 | 23 |
REILLY FINANCIAL ADVISORS, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2021 | 23 |
White Lighthouse Investment Management Inc. | 20 | 3 | 0.12% | 0.27% | 0.56% | Q4 2017 | Q3 2023 | 23 |
HUNTINGTON NATIONAL BANK | 17 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 23 |
Veritable, L.P. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 23 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 23 | 23 | 0.10% | 0.28% | 0.74% | Q1 2018 | Q3 2023 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.01% | 0.10% | Q1 2017 | Q3 2023 | 23 |
Progeny 3, Inc. | 21 | 2 | 0.43% | 2.89% | 6.78% | Q2 2016 | Q1 2022 | 23 |
Perigon Wealth Management, LLC | 18 | 1 | 0.02% | 0.05% | 0.12% | Q3 2011 | Q3 2023 | 22 |
PEAK6 Group LLC | 9 | 9 | 0.00% | 0.04% | 0.15% | Q2 2016 | Q2 2018 | 22 |
White Pine Investment CO | 22 | 22 | 2.05% | 3.10% | 4.98% | Q2 2018 | Q3 2023 | 22 |
Thomas J. Herzfeld Advisors, Inc. | 15 | 3 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 22 |
Ancora Advisors LLC | 21 | 1 | 0.00% | 0.07% | 0.16% | Q4 2016 | Q3 2023 | 22 |
NEXT Financial Group, Inc | 16 | 6 | 0.00% | 0.08% | 0.30% | Q2 2016 | Q4 2021 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2021 | 22 |
Windsor Creek Advisors, LLC | 13 | 13 | 0.06% | 0.43% | 0.92% | Q4 2018 | Q4 2021 | 22 |
Financial Advocates Investment Management | 20 | 1 | 0.02% | 0.14% | 0.29% | Q4 2017 | Q3 2023 | 22 |
SHEETS SMITH WEALTH MANAGEMENT | 15 | 7 | 0.04% | 0.17% | 0.53% | Q2 2016 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Cordasco Financial Network | 20 | 2 | 0.01% | 0.10% | 0.14% | Q2 2016 | Q2 2022 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.02% | 0.79% | 6.11% | Q2 2016 | Q3 2023 | 22 |
CWM, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 22 |
Bedell Frazier Investment Counselling, LLC | 15 | 7 | 0.07% | 2.68% | 5.23% | Q1 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.14% | 0.49% | 1.21% | Q2 2018 | Q3 2023 | 22 |
Mutual Advisors, LLC | 19 | 19 | 0.03% | 0.07% | 0.31% | Q1 2019 | Q3 2023 | 22 |
Hexavest Inc. | 22 | 22 | 0.21% | 3.13% | 6.24% | Q2 2016 | Q3 2021 | 22 |
Marketfield Asset Management LLC | 15 | 1 | 1.62% | 3.71% | 7.54% | Q4 2016 | Q3 2023 | 21 |
Deer Park Road Corp | 11 | 1 | 0.11% | 0.94% | 2.73% | Q3 2018 | Q4 2022 | 21 |
Slate Path Capital LP | 13 | 2 | 0.42% | 6.43% | 19.48% | Q2 2016 | Q3 2023 | 21 |
NATIXIS | 9 | 1 | 0.00% | 0.18% | 1.57% | Q2 2016 | Q3 2023 | 21 |
USCA RIA LLC | 21 | 21 | 0.22% | 0.54% | 0.74% | Q2 2016 | Q2 2021 | 21 |
Financial Architects, Inc | 18 | 1 | 0.00% | 0.05% | 0.21% | Q2 2016 | Q1 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Versant Capital Management, Inc | 20 | 1 | 0.00% | 1.83% | 2.55% | Q4 2015 | Q4 2023 | 21 |
NORTHWEST WEALTH MANAGEMENT, LLC | 9 | 4 | 0.07% | 0.14% | 0.25% | Q1 2018 | Q3 2023 | 21 |
Old West Investment Management, LLC | 15 | 2 | 0.21% | 1.79% | 12.55% | Q4 2017 | Q2 2022 | 21 |
BDO Wealth Advisors, LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2023 | 21 |
Cornerstone Wealth Management, LLC | 14 | 1 | 0.00% | 0.06% | 0.22% | Q3 2016 | Q3 2023 | 21 |
VAN ECK ASSOCIATES CORP | 17 | 1 | 0.00% | 0.14% | 1.11% | Q3 2016 | Q3 2023 | 21 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 15 | 0.00% | 0.05% | 0.13% | Q1 2020 | Q3 2023 | 21 |
STANSBERRY ASSET MANAGEMENT, LLC | 15 | 1 | 0.04% | 3.02% | 8.23% | Q4 2017 | Q3 2023 | 21 |
Oxbow Advisors, LLC | 19 | 2 | 0.03% | 0.09% | 0.29% | Q4 2016 | Q3 2023 | 21 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.01% | 2.09% | 7.85% | Q2 2016 | Q3 2023 | 20 |
Smithfield Trust Co | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.01% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 20 |
AMP Capital Investors Ltd | 20 | 20 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q2 2021 | 20 |
WEALTHSOURCE PARTNERS, LLC | 14 | 3 | 0.04% | 0.09% | 0.15% | Q1 2016 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.08% | 0.32% | Q4 2017 | Q3 2022 | 20 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 20 |
Arkos Global Advisors | 20 | 20 | 0.11% | 0.76% | 1.99% | Q4 2018 | Q3 2023 | 20 |
FIL Ltd | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.24% | 0.39% | 0.60% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.01% | 0.03% | 0.15% | Q3 2017 | Q2 2022 | 20 |
Forest Hill Capital, LLC | 20 | 20 | 0.70% | 2.79% | 4.83% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q2 2022 | 20 |
Bogart Wealth, LLC | 9 | 2 | 0.00% | 0.29% | 2.80% | Q4 2016 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.30% | 1.43% | Q4 2018 | Q3 2023 | 20 |
Financial Sense Advisors, Inc. | 9 | 1 | 0.09% | 0.76% | 2.93% | Q2 2016 | Q3 2023 | 20 |
Pettinga Financial Advisors, LLC | 20 | 20 | 0.28% | 0.61% | 1.07% | Q4 2018 | Q3 2023 | 20 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 17 | 3 | 0.18% | 1.84% | 4.74% | Q3 2018 | Q3 2023 | 20 |
CENTAURUS FINANCIAL, INC. | 14 | 1 | 0.01% | 0.17% | 0.78% | Q2 2018 | Q3 2023 | 20 |
Migdal Insurance & Financial Holdings Ltd. | 13 | 7 | 0.00% | 0.02% | 0.11% | Q2 2016 | Q3 2023 | 20 |
M&R CAPITAL MANAGEMENT INC | 12 | 8 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2023 | 20 |
Stratos Wealth Partners, LTD. | 15 | 5 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 20 |
Northside Capital Management, LLC | 15 | 1 | 0.06% | 0.30% | 0.86% | Q2 2016 | Q4 2022 | 20 |
Glassman Wealth Services | 12 | 1 | 0.00% | 0.08% | 0.23% | Q4 2017 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Winslow, Evans & Crocker, Inc. | 19 | 19 | 0.05% | 0.07% | 0.12% | Q2 2016 | Q4 2020 | 19 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.02% | 1.94% | 5.61% | Q1 2016 | Q2 2023 | 19 |
Clear Harbor Asset Management, LLC | 10 | 1 | 0.01% | 0.05% | 0.09% | Q3 2016 | Q1 2023 | 19 |
1832 Asset Management L.P. | 16 | 16 | 0.00% | 0.04% | 0.13% | Q4 2019 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 6 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 19 |
ArchPoint Investors | 17 | 2 | 0.01% | 0.01% | 0.04% | Q1 2016 | Q1 2021 | 19 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 19 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 12 | 1 | 0.01% | 0.23% | 0.82% | Q2 2016 | Q2 2022 | 19 |
ARISTEIA CAPITAL, L.L.C. | 19 | 19 | 0.03% | 0.33% | 0.84% | Q3 2017 | Q1 2022 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.09% | 0.13% | 0.18% | Q2 2018 | Q4 2022 | 19 |
Bluefin Trading, LLC | 5 | 1 | 0.00% | 0.08% | 0.35% | Q2 2016 | Q4 2019 | 19 |
SeaCrest Wealth Management, LLC | 7 | 3 | 0.02% | 0.08% | 0.38% | Q4 2017 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.05% | 0.07% | 0.11% | Q4 2018 | Q2 2023 | 19 |
MUFG Americas Holdings Corp | 17 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 19 |
Realta Investment Advisors | 19 | 19 | 0.22% | 0.32% | 0.53% | Q1 2019 | Q3 2023 | 19 |
GREENWOOD CAPITAL ASSOCIATES LLC | 13 | 1 | 0.03% | 0.30% | 1.08% | Q2 2016 | Q3 2023 | 19 |
HRT FINANCIAL LP | 12 | 1 | 0.14% | 1.81% | 9.25% | Q2 2016 | Q3 2023 | 19 |
Titus Wealth Management | 19 | 19 | 0.75% | 1.29% | 1.89% | Q4 2017 | Q2 2022 | 19 |
GABLES CAPITAL MANAGEMENT INC. | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Russell Investments Group, Ltd. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 19 |
Main Management LLC | 13 | 6 | 0.02% | 0.33% | 2.04% | Q4 2018 | Q3 2023 | 19 |
Bienville Capital Management, LLC | 7 | 1 | 0.00% | 2.00% | 11.31% | Q1 2018 | Q3 2022 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.06% | 0.27% | Q1 2019 | Q3 2023 | 19 |
First Horizon Advisors, Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 19 |
ALLIANCEBERNSTEIN L.P. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 18 |
Winch Advisory Services, LLC | 11 | 7 | 0.00% | 0.03% | 0.36% | Q3 2016 | Q3 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.06% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.11% | 0.28% | Q4 2016 | Q3 2023 | 18 |
London & Capital Asset Management Ltd | 18 | 18 | 0.33% | 1.38% | 3.02% | Q2 2019 | Q3 2023 | 18 |
GFS Advisors, LLC | 18 | 18 | 0.09% | 0.17% | 0.26% | Q2 2019 | Q3 2023 | 18 |
NORTHERN TRUST CORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 2 | 0.01% | 0.09% | 0.34% | Q1 2017 | Q3 2023 | 18 |
INVERNESS COUNSEL LLC /NY/ | 15 | 3 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2020 | 18 |
AMERICAN CENTURY COMPANIES INC | 9 | 4 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q2 2022 | 18 |
WHITTIER TRUST CO OF NEVADA INC | 13 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Belpointe Asset Management LLC | 18 | 18 | 0.02% | 0.06% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Cowen Prime Services LLC | 18 | 18 | 0.02% | 0.21% | 1.69% | Q2 2016 | Q3 2020 | 18 |
Summit Financial Wealth Advisors, LLC | 13 | 5 | 0.07% | 0.25% | 0.76% | Q1 2019 | Q3 2023 | 18 |
GAMCO INVESTORS, INC. ET AL | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
MONTAG A & ASSOCIATES INC | 18 | 18 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Essex Financial Services, Inc. | 10 | 2 | 0.03% | 0.08% | 0.17% | Q2 2016 | Q3 2023 | 17 |
JUNCTURE WEALTH STRATEGIES, LLC | 8 | 1 | 0.14% | 1.43% | 3.96% | Q2 2016 | Q3 2021 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 0.36% | 0.49% | 0.67% | Q4 2018 | Q4 2022 | 17 |
MD Financial Management Inc. | 17 | 17 | 2.07% | 2.81% | 4.34% | Q4 2017 | Q4 2021 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.03% | 0.07% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Graham Capital Management, L.P. | 7 | 1 | 0.03% | 0.49% | 2.21% | Q2 2016 | Q4 2022 | 17 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 4 | 0.01% | 0.11% | 0.28% | Q2 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q1 2022 | 17 |
StrategIQ Financial Group, LLC | 16 | 1 | 0.06% | 0.47% | 0.80% | Q2 2019 | Q3 2023 | 17 |
Berkeley Capital Partners, LLC | 17 | 17 | 0.35% | 2.22% | 6.07% | Q3 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.07% | 0.12% | 0.20% | Q4 2019 | Q4 2023 | 17 |
GREAT VALLEY ADVISOR GROUP, INC. | 12 | 5 | 0.01% | 0.17% | 0.98% | Q4 2018 | Q1 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 17 |
NEW ENGLAND ASSET MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2020 | 17 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.61% | 9.42% | Q4 2020 | Q2 2023 | 17 |
FOUNDERS FINANCIAL SECURITIES LLC | 8 | 1 | 0.04% | 0.10% | 0.21% | Q2 2016 | Q1 2023 | 17 |
Cribstone Capital Management, LLC | 16 | 1 | 0.01% | 0.62% | 1.53% | Q2 2016 | Q2 2021 | 17 |
SpiderRock Advisors, LLC | 11 | 1 | 0.00% | 0.07% | 0.20% | Q3 2017 | Q2 2023 | 17 |
Mader & Shannon Wealth Management, Inc. | 11 | 2 | 1.26% | 2.77% | 6.45% | Q2 2017 | Q3 2023 | 17 |
Atria Investments, Inc | 7 | 2 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q1 2023 | 17 |
INTEGRAL DERIVATIVES, LLC | 8 | 8 | 0.01% | 0.07% | 0.18% | Q2 2016 | Q1 2018 | 17 |
Parkside Financial Bank & Trust | 15 | 1 | 0.00% | 0.06% | 0.17% | Q4 2016 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Fortis Capital Management LLC | 16 | 16 | 0.10% | 0.65% | 3.36% | Q4 2019 | Q3 2023 | 17 |
Financial Gravity Asset Management, Inc. | 9 | 3 | 0.00% | 0.04% | 0.18% | Q1 2018 | Q3 2023 | 17 |
Vanguard Capital Wealth Advisors | 8 | 1 | 0.26% | 0.75% | 2.13% | Q1 2018 | Q4 2022 | 17 |
AE Wealth Management LLC | 14 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 17 |
ROCKSHELTER CAPITAL MANAGEMENT LLC | 17 | 17 | 1.01% | 1.72% | 3.20% | Q2 2016 | Q2 2020 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
MASSMUTUAL TRUST CO FSB/ADV | 14 | 1 | 0.00% | 0.13% | 0.23% | Q2 2016 | Q4 2023 | 17 |
Canal Insurance CO | 10 | 10 | 0.00% | 0.61% | 1.24% | Q1 2017 | Q2 2019 | 17 |
Simmons Bank | 13 | 4 | 0.02% | 0.12% | 0.21% | Q2 2016 | Q2 2022 | 17 |
Parkside Investments, LLC | 9 | 2 | 0.06% | 0.82% | 2.11% | Q1 2018 | Q4 2022 | 17 |
Beirne Wealth Consulting Services, LLC | 17 | 17 | 0.23% | 0.99% | 6.11% | Q3 2019 | Q3 2023 | 17 |
Sowell Financial Services LLC | 10 | 1 | 0.01% | 0.12% | 0.49% | Q3 2018 | Q3 2023 | 16 |
NEVILLE RODIE & SHAW INC | 16 | 16 | 0.19% | 0.36% | 0.64% | Q1 2020 | Q4 2023 | 16 |
MEITAV INVESTMENT HOUSE LTD | 15 | 1 | 0.01% | 0.08% | 0.72% | Q2 2018 | Q3 2023 | 16 |
Hollow Brook Wealth Management LLC | 15 | 1 | 0.91% | 11.23% | 17.95% | Q2 2018 | Q4 2022 | 16 |
TERRIL BROTHERS, INC. | 16 | 16 | 0.06% | 0.49% | 4.42% | Q1 2018 | Q4 2021 | 16 |
Sargent Bickham Lagudis LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2022 | 16 |
Brevan Howard Capital Management LP | 7 | 1 | 0.02% | 4.56% | 23.21% | Q3 2016 | Q3 2023 | 16 |
Edgestream Partners, L.P. | 7 | 1 | 0.02% | 0.29% | 0.76% | Q2 2016 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 8 | 3 | 0.00% | 0.18% | 0.90% | Q4 2016 | Q3 2023 | 16 |
NWAM LLC | 16 | 16 | 0.04% | 0.20% | 0.67% | Q4 2019 | Q3 2023 | 16 |
PUTNAM INVESTMENTS LLC | 15 | 1 | 0.02% | 0.10% | 0.16% | Q2 2016 | Q3 2020 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.10% | 0.44% | 1.14% | Q4 2019 | Q3 2023 | 16 |
Capital Wealth Alliance, LLC | 16 | 16 | 1.49% | 2.05% | 2.69% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 16 | 16 | 0.00% | 0.16% | 0.41% | Q2 2016 | Q1 2020 | 16 |
Deane Retirement Strategies, Inc. | 9 | 1 | 0.00% | 3.38% | 7.99% | Q2 2016 | Q2 2023 | 16 |
TD Capital Management LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Riggs Asset Managment Co. Inc. | 8 | 1 | 0.00% | 0.64% | 4.73% | Q1 2018 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Brookstone Capital Management | 13 | 1 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 16 |
Birch Capital Management, LLC | 16 | 16 | 0.07% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.17% | 0.53% | 1.09% | Q4 2018 | Q3 2022 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Ninety One UK Ltd | 16 | 16 | 0.02% | 0.06% | 0.13% | Q2 2016 | Q1 2020 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.12% | 0.24% | Q4 2019 | Q3 2023 | 16 |
WEXFORD CAPITAL LP | 8 | 1 | 0.02% | 0.63% | 3.21% | Q2 2016 | Q1 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.67% | 0.95% | 1.26% | Q4 2019 | Q3 2023 | 16 |
Pictet North America Advisors SA | 16 | 16 | 0.15% | 0.40% | 0.56% | Q2 2019 | Q1 2023 | 16 |
COWEN AND COMPANY, LLC | 4 | 3 | 0.00% | 0.15% | 1.68% | Q3 2019 | Q2 2022 | 16 |
StoneX Group Inc. | 12 | 1 | 0.04% | 0.18% | 0.92% | Q3 2016 | Q2 2023 | 16 |
Sugarloaf Wealth Management, LLC | 12 | 3 | 0.00% | 0.02% | 0.19% | Q4 2019 | Q3 2023 | 15 |
Fiduciary Trust Co International of Pennsylvania | 15 | 15 | 0.02% | 0.24% | 0.56% | Q3 2016 | Q1 2020 | 15 |
K.J. Harrison & Partners Inc | 9 | 3 | 0.07% | 0.47% | 1.33% | Q1 2019 | Q3 2023 | 15 |
BALDWIN BROTHERS LLC/MA | 12 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q4 2023 | 15 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.00% | 0.04% | 0.11% | Q4 2017 | Q1 2023 | 15 |
Mariner, LLC | 13 | 2 | 0.00% | 0.07% | 0.62% | Q2 2016 | Q3 2023 | 15 |
Successful Portfolios LLC | 9 | 2 | 0.14% | 0.18% | 0.27% | Q3 2019 | Q3 2023 | 15 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.10% | 0.80% | Q4 2020 | Q2 2023 | 15 |
Krilogy Financial LLC | 8 | 1 | 0.00% | 0.04% | 0.18% | Q2 2016 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
VisionPoint Advisory Group, LLC | 10 | 1 | 0.02% | 0.14% | 0.49% | Q4 2018 | Q3 2023 | 15 |
Greenline Partners, LLC | 11 | 1 | 0.01% | 0.12% | 0.96% | Q4 2017 | Q3 2022 | 15 |
WHITTIER TRUST CO | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 15 |
Cheviot Value Management, LLC | 15 | 15 | 0.22% | 0.45% | 0.82% | Q1 2020 | Q3 2023 | 15 |
SlateStone Wealth, LLC | 15 | 15 | 0.05% | 0.49% | 2.23% | Q2 2019 | Q4 2022 | 15 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.05% | 0.21% | Q2 2016 | Q2 2021 | 15 |
First Heartland Consultants, Inc. | 14 | 1 | 0.05% | 0.21% | 0.30% | Q3 2016 | Q1 2023 | 15 |
EQUITY INVESTMENT CORP | 9 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.15% | Q2 2016 | Q4 2019 | 15 |
ALTFEST L J & CO INC | 15 | 15 | 0.06% | 0.12% | 0.56% | Q1 2020 | Q3 2023 | 15 |
Gainplan LLC | 10 | 1 | 0.51% | 3.07% | 9.42% | Q1 2019 | Q3 2023 | 15 |
Clear Perspective Advisors, LLC | 10 | 5 | 0.15% | 0.23% | 0.39% | Q2 2017 | Q4 2021 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PARSONS CAPITAL MANAGEMENT INC/RI | 14 | 1 | 0.02% | 0.20% | 0.30% | Q4 2019 | Q3 2023 | 15 |
WealthPLAN Partners, LLC | 7 | 1 | 0.00% | 0.18% | 0.51% | Q2 2016 | Q4 2023 | 15 |
Clean Yield Group | 10 | 5 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 15 |
FRANKLIN RESOURCES INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
SouthState Corp | 15 | 15 | 0.01% | 0.27% | 0.63% | Q1 2020 | Q3 2023 | 15 |
Integrated Wealth Concepts LLC | 9 | 2 | 0.01% | 0.16% | 0.87% | Q1 2019 | Q3 2023 | 15 |
Clark Capital Management Group, Inc. | 8 | 1 | 0.02% | 0.10% | 0.15% | Q2 2016 | Q3 2023 | 15 |
SG3 Management, LLC | 4 | 1 | 0.01% | 0.16% | 0.61% | Q4 2016 | Q1 2022 | 15 |
1834 INVESTMENT ADVISORS CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 14 | 1 | 0.01% | 0.04% | 0.19% | Q1 2019 | Q3 2023 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2021 | 15 |
ING GROEP NV | 11 | 1 | 0.00% | 0.27% | 2.40% | Q3 2016 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.05% | 0.30% | 1.27% | Q4 2019 | Q3 2023 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.03% | 0.05% | 0.08% | Q2 2016 | Q4 2019 | 15 |
PEOPLES FINANCIAL SERVICES CORP. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.16% | 0.43% | Q2 2016 | Q3 2019 | 14 |
Atlantic Union Bankshares Corp | 14 | 14 | 0.18% | 0.68% | 1.19% | Q2 2020 | Q3 2023 | 14 |
Allred Capital Management, LLC | 14 | 14 | 0.17% | 0.31% | 0.64% | Q2 2020 | Q3 2023 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 0.20% | 1.26% | 3.37% | Q1 2020 | Q3 2023 | 14 |
Pinnacle Advisory Group, Inc. | 13 | 13 | 0.00% | 0.65% | 2.06% | Q1 2018 | Q1 2021 | 14 |
Capital Markets Trading UK LLP | 4 | 1 | 0.00% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 14 |
PICTON MAHONEY ASSET MANAGEMENT | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 14 |
SUNTRUST BANKS INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2019 | 14 |
Argent Trust Co | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Miracle Mile Advisors, LLC | 14 | 14 | 0.01% | 0.12% | 0.33% | Q3 2019 | Q4 2022 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.03% | 0.07% | 0.23% | Q4 2019 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2020 | 14 |
Seelaus Asset Management LLC | 14 | 14 | 0.16% | 0.22% | 0.32% | Q2 2020 | Q3 2023 | 14 |
COLRAIN CAPITAL LLC | 14 | 14 | 1.10% | 2.75% | 4.07% | Q4 2018 | Q1 2022 | 14 |
Leucadia National | 4 | 1 | 0.00% | 0.33% | 2.76% | Q3 2016 | Q3 2023 | 14 |
Horan Securities, Inc. | 11 | 1 | 0.00% | 0.09% | 0.15% | Q3 2016 | Q2 2023 | 14 |
DUNCKER STREETT & CO INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Clearwater Capital Advisors, LLC | 14 | 14 | 1.05% | 1.50% | 1.87% | Q2 2020 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 14 |
Western Wealth Management, LLC | 7 | 1 | 0.02% | 0.10% | 0.42% | Q2 2019 | Q3 2023 | 14 |
WELCH & FORBES LLC | 14 | 14 | 0.01% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Formidable Asset Management, LLC | 14 | 14 | 0.15% | 0.32% | 0.65% | Q2 2020 | Q3 2023 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.01% | 0.04% | 0.06% | Q2 2016 | Q3 2019 | 14 |
Selective Wealth Management, Inc. | 13 | 1 | 0.00% | 0.04% | 0.44% | Q3 2018 | Q3 2022 | 14 |
Stratos Wealth Advisors, LLC | 13 | 1 | 0.02% | 0.24% | 0.87% | Q3 2019 | Q2 2023 | 14 |
Sandy Spring Bank | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
GUYASUTA INVESTMENT ADVISORS INC | 14 | 14 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
CQS (US), LLC | 10 | 4 | 0.20% | 1.60% | 4.20% | Q4 2019 | Q3 2023 | 14 |
Weil Company, Inc. | 12 | 12 | 0.14% | 1.11% | 2.37% | Q4 2020 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 14 |
EP Wealth Advisors, LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 14 |
PSI Advisors, LLC | 10 | 1 | 0.01% | 0.35% | 0.64% | Q4 2019 | Q3 2023 | 14 |
Tortoise Investment Management, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 14 |
SVB WEALTH LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
ATLAS CAPITAL ADVISORS LLC | 12 | 2 | 0.01% | 0.02% | 0.09% | Q1 2020 | Q3 2023 | 14 |
DCF Advisers, LLC | 12 | 2 | 0.15% | 1.46% | 2.28% | Q4 2019 | Q3 2023 | 14 |
G&S Capital LLC | 13 | 13 | 0.02% | 0.51% | 1.97% | Q4 2017 | Q4 2020 | 13 |
Tradewinds Capital Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2022 | 13 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Homrich & Berg | 13 | 13 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q4 2020 | 13 |
Robertson Stephens Wealth Management, LLC | 13 | 13 | 0.02% | 0.13% | 0.25% | Q2 2020 | Q2 2023 | 13 |
Newfoundland Capital Management | 10 | 10 | 0.08% | 0.97% | 4.44% | Q2 2020 | Q3 2022 | 13 |
CABOT WEALTH MANAGEMENT INC | 12 | 1 | 0.07% | 0.48% | 0.96% | Q3 2016 | Q2 2022 | 13 |
Visionary Wealth Advisors | 13 | 13 | 0.08% | 0.11% | 0.15% | Q3 2020 | Q3 2023 | 13 |
CMT TRADING LLC | 7 | 6 | 0.00% | 1.97% | 7.91% | Q3 2016 | Q4 2019 | 13 |
XR Securities LLC | 4 | 2 | 0.00% | 0.76% | 5.62% | Q2 2018 | Q1 2021 | 13 |
CITY HOLDING CO | 13 | 13 | 0.00% | 0.12% | 0.20% | Q3 2020 | Q3 2023 | 13 |
M Holdings Securities, Inc. | 13 | 13 | 0.04% | 0.10% | 0.17% | Q2 2017 | Q2 2020 | 13 |
EQUITABLE TRUST CO | 4 | 2 | 0.01% | 0.21% | 0.76% | Q3 2019 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2019 | 13 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 9 | 1 | 0.01% | 0.06% | 0.12% | Q3 2016 | Q3 2022 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
COURAGE CAPITAL MANAGEMENT LLC | 8 | 5 | 0.52% | 1.69% | 5.82% | Q3 2016 | Q4 2021 | 13 |
Fort Sheridan Advisors LLC | 13 | 13 | 0.12% | 0.22% | 0.29% | Q3 2020 | Q3 2023 | 13 |
MONETARY MANAGEMENT GROUP INC | 12 | 1 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 13 |
RiverGlades Family Offices LLC | 9 | 4 | 0.17% | 0.22% | 0.28% | Q2 2020 | Q3 2023 | 13 |
Mosaic Family Wealth, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2019 | 13 |
Opera Trading Capital | 11 | 11 | 0.00% | 1.12% | 2.81% | Q2 2016 | Q4 2018 | 13 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 9 | 4 | 0.33% | 1.23% | 2.43% | Q1 2020 | Q3 2023 | 13 |
Sepio Capital, LP | 13 | 13 | 0.14% | 0.38% | 0.97% | Q2 2019 | Q2 2022 | 13 |
Granite Point Capital Management, L.P. | 7 | 1 | 0.16% | 1.20% | 4.16% | Q2 2016 | Q1 2023 | 13 |
Kazazian Asset Management, LLC | 13 | 13 | 0.22% | 0.76% | 1.47% | Q2 2016 | Q2 2019 | 13 |
Jolley Asset Management, LLC | 8 | 5 | 0.03% | 1.13% | 3.32% | Q4 2016 | Q1 2020 | 13 |
SOROS CAPITAL MANAGEMENT LLC | 7 | 2 | 0.03% | 0.33% | 3.12% | Q2 2020 | Q2 2023 | 13 |
OPPENHEIMER ASSET MANAGEMENT INC. | 10 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2021 | 13 |
Allianz Asset Management GmbH | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2022 | 13 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.01% | 0.04% | 0.11% | Q2 2016 | Q3 2020 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 1.58% | 2.57% | 4.11% | Q2 2019 | Q2 2022 | 13 |
Americana Partners, LLC | 13 | 13 | 0.02% | 0.15% | 0.36% | Q3 2020 | Q3 2023 | 13 |
St. Johns Investment Management Company, LLC | 8 | 1 | 0.02% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 13 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 9 | 1 | 0.63% | 2.34% | 4.32% | Q4 2017 | Q2 2022 | 13 |
ACG Wealth | 10 | 1 | 0.00% | 0.32% | 0.93% | Q4 2016 | Q2 2022 | 13 |
Wealthspire Advisors, L.P. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2019 | 13 |
OKABENA INVESTMENT SERVICES INC | 13 | 13 | 0.00% | 0.42% | 0.73% | Q4 2019 | Q4 2022 | 13 |
Private Portfolio Partners LLC | 13 | 13 | 0.08% | 0.16% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Garde Capital, Inc. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
TWO SIGMA ADVISERS, LP | 5 | 1 | 0.00% | 0.02% | 0.16% | Q1 2019 | Q1 2023 | 13 |
Glacier Peak Capital LLC | 7 | 7 | 0.85% | 2.76% | 7.00% | Q1 2018 | Q3 2019 | 13 |
TSFG, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Kamunting Street Capital Management, L.P. | 4 | 1 | 0.10% | 3.40% | 17.18% | Q4 2018 | Q1 2023 | 13 |
BAROMETER CAPITAL MANAGEMENT INC. | 9 | 1 | 0.01% | 0.24% | 0.55% | Q2 2016 | Q4 2022 | 13 |
Point72 Asset Management, L.P. | 5 | 1 | 0.00% | 0.06% | 0.15% | Q2 2016 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.06% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Gladstone Institutional Advisory LLC | 11 | 2 | 0.03% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 13 |
ProShare Advisors LLC | 13 | 13 | 0.04% | 0.06% | 0.11% | Q2 2016 | Q2 2019 | 13 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
TCI Wealth Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2021 | 12 |
Asset Management One Co., Ltd. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ISLAY CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.04% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CAROLINAS WEALTH CONSULTING LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Disciplined Investments, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 12 |
Investors Research Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Meridian Wealth Advisors, LLC | 12 | 12 | 0.08% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q4 2022 | 12 |
Chanos & Co LP | 7 | 7 | 0.07% | 0.86% | 3.89% | Q2 2016 | Q4 2017 | 12 |
Quantitative Investment Management, LLC | 3 | 1 | 0.05% | 1.72% | 4.54% | Q3 2016 | Q2 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q2 2022 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Family Firm, Inc. | 12 | 12 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
ARMOR ADVISORS, L.L.C. | 10 | 10 | 1.27% | 4.91% | 12.40% | Q4 2019 | Q1 2022 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.00% | 0.05% | 0.20% | Q3 2019 | Q4 2022 | 12 |
Price Wealth, LLC | 12 | 12 | 0.58% | 0.82% | 1.28% | Q4 2017 | Q3 2020 | 12 |
Soltis Investment Advisors LLC | 12 | 12 | 0.03% | 0.11% | 0.22% | Q1 2020 | Q4 2022 | 12 |
Twin Lakes Capital Management, LLC | 12 | 12 | 0.07% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 12 |
Kercheville Advisors, LLC | 12 | 12 | 1.35% | 2.24% | 3.32% | Q4 2020 | Q3 2023 | 12 |
3EDGE Asset Management, LP | 6 | 1 | 0.02% | 0.21% | 0.86% | Q1 2017 | Q3 2022 | 12 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.07% | 0.38% | Q2 2016 | Q2 2023 | 12 |
EATON VANCE MANAGEMENT | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Corbenic Partners LLC | 11 | 1 | 0.01% | 0.02% | 0.08% | Q4 2017 | Q2 2022 | 12 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.25% | 0.88% | Q2 2016 | Q2 2023 | 12 |
Ranch Capital Advisors Inc. | 11 | 1 | 0.12% | 0.20% | 0.32% | Q3 2019 | Q1 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 3 | 0.07% | 0.12% | 0.17% | Q3 2020 | Q3 2023 | 12 |
Frontier Wealth Management LLC | 12 | 12 | 0.05% | 0.84% | 2.81% | Q3 2019 | Q2 2022 | 12 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 12 |
PARK NATIONAL CORP /OH/ | 12 | 12 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q4 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.50% | 0.68% | 0.93% | Q4 2020 | Q3 2023 | 12 |
Virtu Financial LLC | 9 | 1 | 0.02% | 1.07% | 3.13% | Q3 2016 | Q4 2019 | 12 |
FIDUCIARY TRUST INTERNATIONAL LLC | 12 | 12 | 0.48% | 0.89% | 1.26% | Q3 2017 | Q2 2020 | 12 |
SHUFRO ROSE & CO LLC | 12 | 12 | 0.02% | 0.14% | 0.72% | Q4 2020 | Q3 2023 | 12 |
CANADA PENSION PLAN INVESTMENT BOARD | 6 | 1 | 0.07% | 0.87% | 1.47% | Q4 2016 | Q1 2022 | 12 |
Freemont Management S.A. | 12 | 12 | 0.36% | 0.59% | 1.01% | Q4 2020 | Q3 2023 | 12 |
Integrated Advisors Network LLC | 4 | 1 | 0.00% | 0.10% | 0.25% | Q4 2019 | Q1 2023 | 12 |
Memorial Sloan Kettering Cancer Center | 12 | 12 | 11.26% | 43.77% | 80.92% | Q4 2020 | Q3 2023 | 12 |
Freestone Capital Holdings, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 12 |
MADISON INVESTMENT HOLDINGS INC | 11 | 1 | 0.08% | 0.11% | 0.13% | Q2 2016 | Q3 2019 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Almanack Investment Partners, LLC. | 11 | 1 | 0.13% | 0.68% | 1.72% | Q2 2017 | Q3 2022 | 12 |
Spot Trading L.L.C | 4 | 4 | 0.01% | 0.13% | 0.33% | Q2 2016 | Q1 2017 | 12 |
Hillswick Asset Management, LLC | 12 | 12 | 0.58% | 0.83% | 1.18% | Q2 2016 | Q1 2019 | 12 |
Bridge Advisory, LLC | 12 | 12 | 2.64% | 3.39% | 4.53% | Q4 2020 | Q3 2023 | 12 |
CUMBERLAND ADVISORS INC | 11 | 1 | 2.10% | 3.44% | 4.58% | Q4 2016 | Q4 2022 | 12 |
BANK HAPOALIM BM | 7 | 5 | 0.06% | 0.23% | 0.36% | Q2 2016 | Q3 2020 | 12 |
ARROW FINANCIAL CORP | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SeaBridge Investment Advisors LLC | 9 | 2 | 0.00% | 0.06% | 0.13% | Q2 2016 | Q4 2020 | 11 |
HL FINANCIAL SERVICES LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2018 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
Meridian Wealth Management, LLC | 5 | 1 | 0.02% | 0.08% | 0.24% | Q2 2019 | Q3 2023 | 11 |
CI INVESTMENTS INC. | 6 | 1 | 0.00% | 0.13% | 0.30% | Q2 2020 | Q3 2023 | 11 |
WMS Partners, LLC | 5 | 3 | 0.03% | 0.10% | 0.24% | Q3 2020 | Q3 2023 | 11 |
DUBUQUE BANK & TRUST CO | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2019 | 11 |
ASSETMARK, INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 11 |
Veracity Capital LLC | 11 | 11 | 0.10% | 0.27% | 0.65% | Q4 2020 | Q2 2023 | 11 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 2 | 0.01% | 0.46% | 2.04% | Q4 2016 | Q3 2022 | 11 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.25% | 0.94% | Q4 2017 | Q4 2022 | 11 |
Stonehearth Capital Management, LLC | 11 | 11 | 1.97% | 2.56% | 3.06% | Q1 2021 | Q3 2023 | 11 |
Elephas Investment Management Ltd | 7 | 3 | 0.97% | 21.92% | 48.53% | Q4 2017 | Q3 2020 | 11 |
HCR Wealth Advisors | 11 | 11 | 0.07% | 0.16% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Strategic Wealth Partners, Ltd. | 7 | 1 | 0.00% | 0.09% | 0.73% | Q1 2018 | Q1 2023 | 11 |
QCM Cayman, Ltd. | 3 | 1 | 0.04% | 0.95% | 4.24% | Q3 2016 | Q2 2021 | 11 |
SUN VALLEY GOLD LLC | 4 | 1 | 0.46% | 7.97% | 33.12% | Q3 2016 | Q2 2023 | 11 |
Centennial Wealth Advisory LLC | 7 | 4 | 0.11% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 11 |
BigSur Wealth Management LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 11 |
Avory & Company, LLC | 11 | 11 | 1.78% | 2.09% | 2.37% | Q4 2020 | Q2 2023 | 11 |
Ayalon Insurance Comp Ltd. | 11 | 11 | 0.11% | 0.85% | 2.60% | Q3 2019 | Q1 2022 | 11 |
Professional Financial Advisors, LLC | 9 | 2 | 0.01% | 0.09% | 0.44% | Q3 2020 | Q3 2023 | 11 |
QUATTRO FINANCIAL ADVISORS LLC | 11 | 11 | 0.25% | 0.32% | 0.40% | Q1 2021 | Q3 2023 | 11 |
PICTET ASSET MANAGEMENT LTD | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2019 | 11 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 11 |
Annex Advisory Services, LLC | 11 | 11 | 0.02% | 2.98% | 4.42% | Q1 2021 | Q3 2023 | 11 |
Arkadios Wealth Advisors | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2022 | 11 |
MACKENZIE FINANCIAL CORP | 11 | 11 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q4 2018 | 11 |
MCF Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 11 |
IEQ CAPITAL, LLC | 8 | 1 | 0.01% | 0.04% | 0.13% | Q4 2019 | Q1 2023 | 11 |
Cumberland Partners Ltd | 9 | 2 | 0.05% | 0.44% | 1.11% | Q2 2020 | Q1 2023 | 11 |
Capula Management Ltd | 4 | 1 | 0.01% | 0.08% | 0.35% | Q1 2021 | Q3 2022 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
DOWLING & YAHNKE LLC | 9 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2022 | 11 |
Overbrook Management Corp | 11 | 11 | 0.08% | 0.32% | 0.56% | Q2 2020 | Q4 2022 | 11 |
NVWM, LLC | 9 | 2 | 0.01% | 0.09% | 0.45% | Q2 2020 | Q3 2023 | 11 |
Barry Investment Advisors, LLC | 11 | 11 | 0.15% | 1.56% | 4.23% | Q1 2021 | Q3 2023 | 11 |
Caption Management, LLC | 3 | 1 | 0.01% | 0.07% | 0.37% | Q1 2019 | Q1 2023 | 11 |
JEPPSON WEALTH MANAGEMENT, LLC | 8 | 3 | 0.09% | 0.13% | 0.22% | Q3 2020 | Q2 2023 | 11 |
Cutler Capital Management, LLC | 11 | 11 | 0.04% | 0.15% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Atlas Private Wealth Management | 11 | 11 | 0.16% | 0.30% | 0.44% | Q4 2019 | Q2 2022 | 11 |
BerganKDV Wealth Management, LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 11 |
Princeton Global Asset Management LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Ahrens Investment Partners LLC | 5 | 1 | 0.00% | 0.30% | 0.94% | Q3 2019 | Q1 2023 | 11 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.01% | 0.07% | Q1 2019 | Q3 2023 | 11 |
Graticule Asia Macro Advisors LLC | 5 | 4 | 0.02% | 3.75% | 22.75% | Q1 2019 | Q2 2021 | 11 |
Wagner Wealth Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 11 |
Bank Julius Baer & Co. Ltd, Zurich | 10 | 1 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q1 2023 | 11 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 11 | 11 | 0.26% | 2.90% | 10.79% | Q1 2021 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.04% | 0.29% | 0.59% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
TimeScale Financial, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Employees Retirement System of Texas | 10 | 10 | 0.03% | 0.16% | 0.33% | Q2 2017 | Q3 2019 | 10 |
Wealthstreet Investment Advisors, LLC | 10 | 10 | 0.32% | 0.40% | 0.52% | Q4 2018 | Q1 2021 | 10 |
NorthCoast Asset Management LLC | 10 | 10 | 0.09% | 0.14% | 0.18% | Q2 2019 | Q3 2021 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 10 |
Kovack Advisors, Inc. | 3 | 1 | 0.00% | 0.07% | 0.18% | Q1 2017 | Q3 2023 | 10 |
REGIONS FINANCIAL CORP | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.10% | 0.17% | 0.27% | Q4 2020 | Q3 2023 | 10 |
Karp Capital Management Corp | 9 | 1 | 0.03% | 0.70% | 1.37% | Q4 2018 | Q2 2022 | 10 |
Stamos Capital Partners, L.P. | 5 | 2 | 0.06% | 0.44% | 1.08% | Q3 2020 | Q3 2023 | 10 |
SNOW CAPITAL MANAGEMENT LP | 10 | 10 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q4 2019 | 10 |
Geneva Partners, LLC | 9 | 1 | 0.20% | 1.06% | 2.52% | Q1 2019 | Q1 2022 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
D'Orazio & Associates, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q1 2021 | 10 |
Baystate Wealth Management LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.20% | 0.27% | 0.35% | Q2 2020 | Q3 2022 | 10 |
Baymount Management LP | 2 | 1 | 0.68% | 9.90% | 28.08% | Q4 2019 | Q1 2023 | 10 |
Capital Wealth Planning, LLC | 10 | 10 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q1 2022 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.14% | 0.36% | Q2 2021 | Q3 2023 | 10 |
Hudson Bay Capital Management LP | 3 | 1 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 10 |
Manatuck Hill Partners, LLC | 4 | 2 | 0.24% | 1.02% | 2.44% | Q4 2018 | Q2 2023 | 10 |
MONARCH CAPITAL MANAGEMENT INC/ | 9 | 1 | 0.07% | 0.08% | 0.11% | Q4 2019 | Q2 2022 | 10 |
Allegheny Financial Group LTD | 10 | 10 | 0.22% | 0.45% | 1.07% | Q2 2021 | Q3 2023 | 10 |
Carmichael Hill & Associates, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 10 |
Bank of New Hampshire | 10 | 10 | 0.06% | 0.23% | 0.40% | Q2 2021 | Q3 2023 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 9 | 9 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q4 2020 | 10 |
Pinnacle Wealth Management Group, Inc. | 10 | 10 | 1.74% | 2.19% | 2.53% | Q2 2021 | Q3 2023 | 10 |
Bach Option Ltd | 3 | 3 | 0.12% | 0.43% | 1.28% | Q2 2018 | Q4 2019 | 10 |
Lido Advisors, LLC | 5 | 1 | 0.01% | 0.08% | 0.29% | Q2 2016 | Q3 2023 | 10 |
MBB PUBLIC MARKETS I LLC | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.08% | 0.26% | Q1 2021 | Q3 2023 | 10 |
FIDUCIARY TRUST CO | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.00% | 0.16% | 1.59% | Q3 2019 | Q3 2023 | 10 |
Black Swift Group, LLC | 10 | 10 | 0.34% | 4.57% | 11.90% | Q1 2019 | Q2 2021 | 10 |
Yong Rong (HK) Asset Management Ltd | 5 | 1 | 1.64% | 12.92% | 32.20% | Q1 2020 | Q1 2023 | 10 |
Tatro Capital, LLC | 10 | 10 | 1.16% | 1.80% | 3.26% | Q4 2019 | Q1 2022 | 10 |
Q3 Asset Management | 4 | 1 | 0.52% | 4.78% | 10.22% | Q4 2018 | Q1 2023 | 10 |
Wealthspire Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 10 |
Avion Wealth | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 10 |
CMG Global Holdings, LLC | 6 | 4 | 0.16% | 0.20% | 0.25% | Q1 2021 | Q3 2023 | 10 |
Quadrant Private Wealth Management, LLC | 6 | 4 | 0.14% | 0.55% | 1.11% | Q1 2021 | Q3 2023 | 10 |
CMT Capital Markets Trading GmbH | 3 | 1 | 0.01% | 0.08% | 0.38% | Q1 2017 | Q3 2023 | 10 |
HOWARD FINANCIAL SERVICES, LTD. | 6 | 1 | 0.05% | 0.15% | 0.28% | Q2 2020 | Q1 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.07% | 0.17% | 0.31% | Q2 2010 | Q3 2023 | 10 |
Laurel Wealth Advisors, Inc. | 7 | 3 | 0.03% | 0.16% | 0.66% | Q2 2020 | Q4 2022 | 10 |
Brown University | 10 | 10 | 2.16% | 8.57% | 15.08% | Q1 2020 | Q2 2022 | 10 |
Dynamic Advisor Solutions LLC | 3 | 1 | 0.00% | 0.05% | 0.31% | Q1 2019 | Q3 2023 | 10 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.09% | 0.44% | Q1 2016 | Q3 2023 | 10 |
WESBANCO BANK INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 10 |
Belmont Capital, LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 10 |
LOEB PARTNERS CORP | 10 | 10 | 0.38% | 1.08% | 1.53% | Q3 2016 | Q4 2018 | 10 |
tru Independence LLC | 9 | 1 | 0.01% | 1.56% | 9.10% | Q4 2019 | Q2 2022 | 10 |
DSC Advisors, L.P. | 5 | 1 | 0.00% | 0.25% | 0.46% | Q4 2016 | Q3 2022 | 10 |
GUGGENHEIM CAPITAL LLC | 10 | 10 | 0.24% | 0.34% | 0.43% | Q2 2021 | Q3 2023 | 10 |
Spectrum Management Group, LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2022 | 10 |
10-15 ASSOCIATES, INC. | 10 | 10 | 0.10% | 0.45% | 2.80% | Q3 2016 | Q4 2018 | 10 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 5 | 1 | 0.01% | 0.11% | 0.27% | Q2 2016 | Q4 2019 | 10 |
Orion Portfolio Solutions, LLC | 7 | 3 | 0.00% | 0.06% | 0.48% | Q4 2019 | Q2 2023 | 10 |
Mathes Company, Inc. | 10 | 10 | 0.12% | 0.26% | 0.50% | Q2 2016 | Q3 2018 | 10 |
WealthShield Partners, LLC | 5 | 2 | 0.00% | 0.13% | 0.54% | Q4 2018 | Q3 2023 | 10 |
J Arnold Wealth Management Co | 6 | 2 | 0.02% | 0.14% | 0.44% | Q1 2020 | Q1 2023 | 10 |
LONESTAR CAPITAL MANAGEMENT LLC | 4 | 4 | 0.74% | 2.59% | 5.99% | Q4 2019 | Q3 2023 | 9 |
Alberta Investment Management Corp | 4 | 1 | 0.08% | 0.66% | 1.89% | Q2 2017 | Q3 2021 | 9 |
FAS Wealth Partners, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
BELLEVUE ASSET MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
OXFORD FINANCIAL GROUP, LTD. LLC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q1 2022 | 9 |
Heartwood Wealth Advisors LLC | 4 | 1 | 0.03% | 0.88% | 2.55% | Q4 2019 | Q3 2023 | 9 |
Alphadyne Asset Management LP | 2 | 1 | 0.76% | 3.93% | 9.86% | Q2 2016 | Q3 2022 | 9 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.19% | 0.28% | 0.40% | Q2 2016 | Q2 2018 | 9 |
PIN OAK INVESTMENT ADVISORS INC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2019 | 9 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 9 | 9 | 0.17% | 0.21% | 0.23% | Q3 2021 | Q3 2023 | 9 |
Avidian Wealth Solutions, LLC | 7 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
HBC Financial Services, PLLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 9 |
E Fund Management Co., Ltd. | 7 | 1 | 0.09% | 0.15% | 0.24% | Q1 2021 | Q3 2023 | 9 |
Occidental Asset Management, LLC | 7 | 2 | 0.11% | 0.24% | 0.51% | Q3 2019 | Q2 2022 | 9 |
Greenlight Capital | 6 | 3 | 2.10% | 3.54% | 7.29% | Q2 2016 | Q4 2020 | 9 |
Hennion & Walsh Asset Management, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
VAN DEN BERG MANAGEMENT I, INC | 5 | 4 | 0.02% | 1.08% | 2.28% | Q2 2016 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 9 | 9 | 0.05% | 0.08% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Aries Wealth Management | 6 | 3 | 0.17% | 0.30% | 0.43% | Q2 2021 | Q3 2023 | 9 |
CWA Asset Management Group, LLC | 9 | 9 | 0.02% | 0.05% | 0.10% | Q2 2021 | Q2 2023 | 9 |
Stonehage Fleming Financial Services Holdings Ltd | 7 | 2 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 9 |
FIRST MERCHANTS CORP | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
MGO ONE SEVEN LLC | 5 | 1 | 0.01% | 0.07% | 0.13% | Q4 2018 | Q3 2023 | 9 |
PRUDENTIAL FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 9 |
Regal Investment Advisors LLC | 3 | 1 | 0.02% | 0.09% | 0.27% | Q2 2016 | Q3 2023 | 9 |
LSP Investment Advisors, LLC | 9 | 9 | 0.72% | 0.93% | 1.28% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.04% | 0.14% | Q2 2021 | Q3 2023 | 9 |
Fieldpoint Private Securities, LLC | 6 | 1 | 0.00% | 0.15% | 0.45% | Q2 2018 | Q1 2022 | 9 |
JGP Global Gestao de Recursos Ltda. | 4 | 1 | 0.00% | 4.20% | 19.04% | Q4 2019 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.22% | 0.29% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Key FInancial Inc | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 9 |
Capital Advisory Group Advisory Services, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 1 | 0.00% | 0.10% | 0.57% | Q2 2020 | Q1 2023 | 9 |
American Research & Management Co. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
ACAS, LLC | 6 | 3 | 0.29% | 0.35% | 0.43% | Q1 2021 | Q2 2023 | 9 |
Opal Wealth Advisors, LLC | 7 | 2 | 0.10% | 1.50% | 5.26% | Q4 2020 | Q2 2023 | 9 |
D. E. Shaw & Co., Inc. | 5 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q4 2022 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.09% | 0.15% | 0.20% | Q4 2019 | Q3 2023 | 9 |
Crabel Capital Management, LLC | 6 | 3 | 0.04% | 0.52% | 0.94% | Q4 2020 | Q2 2023 | 9 |
WASHINGTON TRUST Co | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 9 |
HOWLAND CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2022 | 9 |
Lake Point Wealth Management | 4 | 2 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q1 2022 | 9 |
Walleye Capital LLC | 4 | 1 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 9 |
Lenox Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2022 | 9 |
Founders Capital Management | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2023 | 9 |
SEI INVESTMENTS CO | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2023 | 9 |
MATHER GROUP, LLC. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 9 |
AJ WEALTH STRATEGIES, LLC | 5 | 4 | 0.03% | 0.60% | 1.68% | Q4 2020 | Q2 2023 | 9 |
Crescent Grove Advisors, LLC | 9 | 9 | 0.04% | 0.05% | 0.09% | Q3 2020 | Q3 2022 | 9 |
QVR LLC | 3 | 1 | 0.02% | 0.26% | 0.84% | Q4 2017 | Q2 2019 | 9 |
J. Goldman & Co LP | 3 | 1 | 0.01% | 0.07% | 0.24% | Q4 2016 | Q2 2022 | 9 |
TBH Global Asset Management, LLC | 7 | 2 | 0.12% | 0.22% | 0.37% | Q2 2021 | Q3 2023 | 9 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.01% | 0.07% | 0.13% | Q1 2021 | Q1 2023 | 9 |
COASTLAND CAPITAL LLC | 2 | 2 | 0.14% | 1.07% | 1.93% | Q2 2016 | Q3 2017 | 9 |
WS MANAGEMENT LLLP | 5 | 5 | 0.68% | 1.81% | 4.02% | Q3 2022 | Q3 2023 | 8 |
Jade Capital Advisors, LLC | 8 | 8 | 0.01% | 1.16% | 1.87% | Q4 2020 | Q3 2022 | 8 |
DDD Partners, LLC | 8 | 8 | 0.84% | 1.94% | 3.58% | Q2 2020 | Q1 2022 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 2.74% | 3.44% | 4.63% | Q4 2021 | Q3 2023 | 8 |
Crewe Advisors LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Peregrine Asset Advisers, Inc. | 4 | 1 | 0.12% | 0.98% | 2.16% | Q1 2017 | Q3 2023 | 8 |
West Family Investments, Inc. | 8 | 8 | 1.48% | 1.79% | 2.18% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Fore Research & Management, LP | 5 | 5 | 0.87% | 3.76% | 9.74% | Q2 2016 | Q2 2017 | 8 |
Silverleafe Capital Partners, LLC | 4 | 2 | 0.28% | 0.61% | 1.62% | Q1 2019 | Q4 2023 | 8 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 2 | 0.02% | 0.05% | 0.13% | Q3 2019 | Q2 2022 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.05% | 0.09% | 0.15% | Q4 2021 | Q3 2023 | 8 |
HBW ADVISORY SERVICES LLC | 4 | 1 | 0.07% | 0.31% | 0.91% | Q1 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.16% | 0.50% | Q4 2021 | Q3 2023 | 8 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 8 |
Johnson Financial Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Lane Generational LLC | 8 | 8 | 0.61% | 0.81% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Eisler Capital (UK) Ltd. | 3 | 1 | 0.06% | 0.60% | 2.50% | Q1 2022 | Q3 2023 | 8 |
Fore Capital, LLC | 2 | 1 | 0.30% | 1.81% | 6.02% | Q4 2017 | Q4 2022 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.82% | 1.27% | 2.57% | Q4 2021 | Q3 2023 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Rather & Kittrell, Inc. | 8 | 8 | 0.54% | 0.93% | 1.58% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.55% | 4.61% | 8.65% | Q4 2021 | Q3 2023 | 8 |
SCHOLTZ & COMPANY, LLC | 3 | 2 | 0.31% | 0.74% | 1.64% | Q2 2019 | Q2 2022 | 8 |
Grand Central Investment Group | 8 | 8 | 8.67% | 11.64% | 13.75% | Q4 2020 | Q3 2022 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2021 | 8 |
UBS OCONNOR LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.14% | 0.20% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.72% | 1.08% | 1.23% | Q4 2021 | Q3 2023 | 8 |
Sageworth Trust Co | 8 | 8 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.03% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Ferris Capital, LLC | 4 | 1 | 0.01% | 0.08% | 0.16% | Q2 2017 | Q1 2022 | 8 |
Close Asset Management Ltd | 8 | 8 | 0.07% | 0.11% | 0.13% | Q4 2016 | Q3 2018 | 8 |
InterOcean Capital, LLC | 8 | 8 | 0.10% | 0.15% | 0.20% | Q4 2016 | Q3 2018 | 8 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 8 | 8 | 0.11% | 0.23% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Sloane Robinson LLP | 5 | 3 | 0.20% | 10.19% | 22.76% | Q2 2016 | Q4 2020 | 8 |
LAKE STREET FINANCIAL LLC | 8 | 8 | 0.12% | 0.26% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Man Group plc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 8 |
Solstein Capital, LLC | 4 | 1 | 0.01% | 0.91% | 2.48% | Q1 2019 | Q2 2021 | 8 |
First PREMIER Bank | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Radnor Capital Management, LLC | 6 | 2 | 0.06% | 0.15% | 0.35% | Q3 2021 | Q3 2023 | 8 |
MV CAPITAL MANAGEMENT, INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Vontobel Swiss Wealth Advisors AG | 8 | 8 | 0.26% | 0.32% | 0.48% | Q2 2017 | Q1 2019 | 8 |
TD ASSET MANAGEMENT INC | 5 | 3 | 0.00% | 0.11% | 0.47% | Q2 2016 | Q4 2020 | 8 |
Sage Mountain Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Turim 21 Investimentos Ltda. | 5 | 1 | 0.00% | 0.07% | 0.21% | Q3 2020 | Q2 2023 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Plaisance Capital LLC | 5 | 1 | 0.70% | 4.53% | 10.29% | Q1 2020 | Q2 2022 | 8 |
STEADFAST CAPITAL MANAGEMENT LP | 3 | 3 | 0.10% | 0.27% | 0.63% | Q4 2017 | Q2 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.85% | 1.00% | 1.33% | Q4 2021 | Q3 2023 | 8 |
Sunbelt Securities, Inc. | 5 | 3 | 0.00% | 0.23% | 0.43% | Q2 2016 | Q3 2023 | 8 |
Empyrean Capital Partners, LP | 4 | 4 | 0.11% | 0.91% | 2.26% | Q2 2016 | Q4 2018 | 8 |
B. Riley Wealth Management, Inc. | 5 | 3 | 0.00% | 0.06% | 0.12% | Q2 2020 | Q2 2022 | 8 |
HBK INVESTMENTS L P | 7 | 1 | 0.09% | 0.41% | 0.71% | Q2 2016 | Q3 2019 | 8 |
KINGS POINT CAPITAL MANAGEMENT | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.12% | 0.80% | Q2 2016 | Q1 2023 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 8 |
MOODY LYNN & LIEBERSON, LLC | 3 | 1 | 0.18% | 0.41% | 0.68% | Q4 2017 | Q1 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 2 | 0.01% | 0.26% | 0.48% | Q3 2020 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.10% | 0.28% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Capital Bank & Trust Co | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 3 | 2 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 8 |
Windmill Hill Asset Management Ltd | 5 | 3 | 8.95% | 14.08% | 19.48% | Q4 2020 | Q4 2022 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2018 | 8 |
BTG Pactual Global Asset Management Ltd | 2 | 1 | 0.06% | 0.28% | 0.87% | Q3 2019 | Q2 2022 | 8 |
ARDSLEY ADVISORY PARTNERS LP | 5 | 1 | 0.12% | 0.49% | 2.37% | Q2 2016 | Q4 2022 | 8 |
Banco BTG Pactual S.A. | 2 | 1 | 0.07% | 1.22% | 6.06% | Q1 2017 | Q3 2023 | 8 |
Phoenix Holdings Ltd. | 6 | 1 | 0.03% | 1.36% | 2.91% | Q3 2019 | Q4 2022 | 8 |
PointState Capital LP | 5 | 1 | 0.01% | 0.68% | 2.40% | Q2 2016 | Q1 2023 | 8 |
Telos Capital Management, Inc. | 7 | 7 | 0.22% | 0.29% | 0.40% | Q2 2020 | Q4 2021 | 7 |
Maven Securities LTD | 5 | 2 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 7 |
CX Institutional | 4 | 1 | 0.00% | 0.18% | 0.70% | Q4 2018 | Q3 2023 | 7 |
Invesco Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Olympiad Research LP | 7 | 7 | 0.25% | 0.65% | 1.20% | Q1 2021 | Q3 2022 | 7 |
Cranbrook Wealth Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q4 2018 | 7 |
SYMONS CAPITAL MANAGEMENT INC | 7 | 7 | 0.12% | 0.29% | 0.40% | Q1 2020 | Q3 2021 | 7 |
Trellus Management Company, LLC | 6 | 1 | 0.84% | 2.85% | 5.36% | Q3 2018 | Q4 2021 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q2 2023 | 7 |
Chicago Wealth Management, Inc. | 2 | 1 | 1.24% | 3.83% | 6.82% | Q2 2020 | Q2 2023 | 7 |
BALTIMORE CAPITAL MANAGEMENT, INC | 6 | 1 | 0.52% | 0.60% | 0.64% | Q2 2017 | Q1 2019 | 7 |
U S GLOBAL INVESTORS INC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q2 2022 | 7 |
CIBC Asset Management Inc | 7 | 7 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q4 2017 | 7 |
Cresset Asset Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Bard Financial Services, Inc. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
First Eagle Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
BW Gestao de Investimentos Ltda. | 2 | 1 | 0.58% | 3.74% | 8.44% | Q4 2020 | Q3 2023 | 7 |
MBL Wealth, LLC | 4 | 1 | 0.10% | 0.14% | 0.23% | Q4 2020 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.31% | 0.38% | 0.43% | Q4 2021 | Q3 2023 | 7 |
JET CAPITAL INVESTORS L P | 7 | 7 | 0.07% | 0.11% | 0.15% | Q3 2020 | Q1 2022 | 7 |
Shay Capital LLC | 2 | 1 | 0.01% | 0.17% | 0.50% | Q2 2021 | Q2 2023 | 7 |
LGL PARTNERS, LLC | 3 | 2 | 0.02% | 0.07% | 0.13% | Q4 2020 | Q2 2023 | 7 |
Dakota Wealth Management | 4 | 3 | 0.04% | 0.06% | 0.10% | Q1 2019 | Q4 2020 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 7 |
Eschler Asset Management LLP | 6 | 1 | 2.66% | 9.04% | 18.29% | Q4 2021 | Q3 2023 | 7 |
Smart Portfolios, LLC | 5 | 1 | 0.01% | 0.11% | 0.36% | Q1 2018 | Q4 2021 | 7 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Marshall Wace North America L.P. | 7 | 7 | 0.03% | 0.09% | 0.17% | Q1 2020 | Q3 2021 | 7 |
Point72 Europe (London) LLP | 3 | 3 | 1.72% | 6.44% | 12.31% | Q3 2020 | Q4 2022 | 7 |
Cambria Investment Management, L.P. | 7 | 7 | 0.03% | 0.45% | 1.12% | Q1 2022 | Q3 2023 | 7 |
Clearview Wealth Advisors LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 7 |
Round Rock Advisors, LLC | 7 | 7 | 0.09% | 0.11% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Well Done, LLC | 4 | 1 | 0.02% | 0.10% | 0.33% | Q1 2018 | Q3 2023 | 7 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q1 2023 | 7 |
INGALLS & SNYDER LLC | 5 | 2 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 7 |
Neuberger Berman Group LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 3 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2021 | 7 |
Quantum Capital Management, LLC / NJ | 7 | 7 | 0.18% | 0.55% | 0.89% | Q1 2017 | Q3 2018 | 7 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 2 | 0.01% | 0.09% | 0.30% | Q2 2017 | Q3 2020 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q4 2022 | 7 |
Newbridge Financial Services Group, Inc. | 4 | 1 | 0.01% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 7 |
STRATEGY ASSET MANAGERS LLC | 5 | 2 | 0.05% | 0.08% | 0.14% | Q2 2020 | Q2 2023 | 7 |
Select Asset Management & Trust | 7 | 7 | 0.47% | 0.81% | 1.03% | Q1 2022 | Q3 2023 | 7 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.02% | 0.23% | 0.70% | Q1 2019 | Q2 2023 | 7 |
Warberg Asset Management LLC | 6 | 1 | 0.12% | 0.34% | 0.71% | Q4 2020 | Q3 2022 | 7 |
Palumbo Wealth Management LLC | 5 | 2 | 0.13% | 0.15% | 0.17% | Q1 2021 | Q1 2023 | 7 |
Arlington Capital Management, Inc. | 7 | 7 | 3.91% | 8.05% | 15.55% | Q3 2016 | Q1 2018 | 7 |
Hunting Hill Global Capital, LLC | 4 | 4 | 0.03% | 0.26% | 0.51% | Q4 2022 | Q3 2023 | 7 |
Sicart Associates LLC | 5 | 2 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q1 2022 | 7 |
KRAEMATON INVESTMENT ADVISORS, INC | 7 | 7 | 0.27% | 0.33% | 0.40% | Q1 2022 | Q3 2023 | 7 |
PCG Wealth Advisors, LLC | 7 | 7 | 0.22% | 3.22% | 5.44% | Q1 2022 | Q3 2023 | 7 |
Stack Financial Management, Inc | 4 | 1 | 0.03% | 0.09% | 0.23% | Q4 2017 | Q3 2023 | 7 |
Parcion Private Wealth LLC | 7 | 7 | 0.10% | 0.13% | 0.17% | Q2 2020 | Q4 2021 | 7 |
United Capital Management of KS, Inc. | 4 | 3 | 1.48% | 2.15% | 3.02% | Q2 2019 | Q1 2022 | 7 |
Sound Point Capital Management, LP | 7 | 7 | 1.00% | 2.03% | 2.98% | Q2 2020 | Q4 2021 | 7 |
CONDOR CAPITAL MANAGEMENT | 6 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q1 2022 | 7 |
Lehman Financial Resources, Inc. | 7 | 7 | 0.44% | 0.60% | 0.66% | Q1 2017 | Q3 2018 | 7 |
Vantage Financial Partners Ltd., Inc. | 7 | 7 | 1.94% | 2.93% | 3.21% | Q4 2016 | Q2 2018 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.12% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Phraction Management LLC | 4 | 3 | 0.10% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 7 |
Bellevue Group AG | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
STABLEFORD CAPITAL II LLC | 4 | 1 | 0.09% | 0.12% | 0.18% | Q3 2021 | Q3 2023 | 7 |
Activest Wealth Management | 4 | 1 | 0.01% | 1.45% | 9.94% | Q1 2021 | Q2 2023 | 7 |
Crawford Lake Capital Management, LLC | 2 | 1 | 0.09% | 1.76% | 4.79% | Q2 2017 | Q1 2022 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.03% | 0.11% | Q2 2019 | Q1 2021 | 7 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 7 |
Glovista Investments LLC | 4 | 1 | 0.10% | 0.93% | 1.75% | Q4 2016 | Q4 2020 | 7 |
GABELLI FUNDS LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2018 | 7 |
FIRST QUADRANT LLC/CA | 6 | 1 | 0.06% | 0.33% | 1.88% | Q4 2019 | Q1 2022 | 7 |
Delos Wealth Advisors, LLC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Mint Tower Capital Management B.V. | 4 | 4 | 0.08% | 0.30% | 0.59% | Q4 2021 | Q3 2022 | 7 |
Csenge Advisory Group | 3 | 1 | 0.02% | 0.06% | 0.14% | Q3 2017 | Q3 2023 | 7 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 2 | 1 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q4 2020 | 7 |
LexAurum Advisors, LLC | 7 | 7 | 0.23% | 0.30% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Atlantic Private Wealth, LLC | 7 | 7 | 0.24% | 0.33% | 0.40% | Q4 2021 | Q2 2023 | 7 |
Financial Enhancement Group LLC | 7 | 7 | 0.00% | 0.20% | 0.90% | Q1 2021 | Q3 2022 | 7 |
Merriman Wealth Management, LLC | 5 | 2 | 0.03% | 0.07% | 0.13% | Q3 2017 | Q4 2021 | 7 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
JD CAPITAL MANAGEMENT LLC | 3 | 2 | 0.54% | 2.77% | 7.45% | Q2 2018 | Q4 2020 | 7 |
JUMP TRADING, LLC | 3 | 3 | 0.17% | 0.23% | 0.32% | Q2 2019 | Q4 2019 | 6 |
Dana Investment Advisors, Inc. | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
Great Diamond Partners, LLC | 2 | 1 | 0.13% | 0.26% | 0.41% | Q4 2019 | Q3 2023 | 6 |
Danda Trouve Investment Management, Inc. | 5 | 1 | 0.01% | 0.71% | 2.40% | Q4 2019 | Q1 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
STUYVESANT CAPITAL MANAGEMENT | 6 | 6 | 4.81% | 6.04% | 6.78% | Q3 2017 | Q4 2018 | 6 |
PT ASSET MANAGEMENT, LLC | 3 | 3 | 0.19% | 0.29% | 0.42% | Q2 2016 | Q4 2016 | 6 |
Joule Financial, LLC | 6 | 6 | 0.15% | 0.30% | 0.51% | Q2 2022 | Q3 2023 | 6 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 6 |
Waratah Capital Advisors Ltd. | 3 | 1 | 0.01% | 0.68% | 1.89% | Q4 2019 | Q3 2023 | 6 |
PRIMORIS WEALTH ADVISORS, LLC | 6 | 6 | 0.90% | 1.73% | 3.03% | Q1 2022 | Q2 2023 | 6 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 6 |
Modera Wealth Management, LLC | 6 | 6 | 0.06% | 0.14% | 0.23% | Q2 2016 | Q3 2017 | 6 |
BROWN ADVISORY INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OLD NATIONAL BANCORP /IN/ | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Weiss Asset Management LP | 6 | 6 | 0.30% | 0.52% | 1.20% | Q3 2018 | Q4 2019 | 6 |
IBEX WEALTH ADVISORS | 4 | 1 | 0.00% | 0.10% | 0.25% | Q2 2019 | Q3 2021 | 6 |
Quad Capital Management Advisors LLC | 5 | 5 | 0.00% | 0.26% | 0.61% | Q3 2017 | Q3 2018 | 6 |
Engrave Wealth Partners LLC | 6 | 6 | 1.40% | 1.94% | 3.04% | Q2 2022 | Q3 2023 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.03% | 0.22% | 0.31% | Q2 2022 | Q3 2023 | 6 |
NATIONAL PLANNING CORP | 6 | 6 | 0.17% | 0.21% | 0.27% | Q2 2016 | Q3 2017 | 6 |
SII INVESTMENTS INC/WI | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q3 2017 | 6 |
IPG Investment Advisors LLC | 4 | 2 | 0.05% | 0.38% | 1.02% | Q2 2019 | Q4 2021 | 6 |
Virtus Fund Advisers, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2017 | 6 |
QP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.50% | 0.68% | 0.88% | Q2 2020 | Q3 2021 | 6 |
Blue Edge Capital, LLC | 6 | 6 | 0.30% | 0.46% | 0.63% | Q3 2020 | Q4 2021 | 6 |
Concorde Asset Management, LLC | 3 | 1 | 0.22% | 0.59% | 0.83% | Q2 2019 | Q3 2021 | 6 |
Sequoia Financial Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.06% | Q2 2019 | Q3 2020 | 6 |
Prime Capital Investment Advisors, LLC | 4 | 2 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q2 2023 | 6 |
Whitcomb & Hess, Inc. | 6 | 6 | 2.09% | 2.31% | 2.55% | Q2 2022 | Q3 2023 | 6 |
Psagot Value Holdings Ltd. | 3 | 3 | 0.00% | 0.36% | 1.14% | Q3 2019 | Q2 2021 | 6 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.40% | 1.47% | Q2 2019 | Q4 2021 | 6 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 6 |
Optimum Quantvest Corp | 6 | 6 | 0.77% | 3.39% | 6.80% | Q2 2019 | Q3 2020 | 6 |
Lumbard & Kellner, LLC | 6 | 6 | 0.24% | 0.28% | 0.33% | Q4 2020 | Q1 2022 | 6 |
Capital Advisors, Ltd. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
SALEM INVESTMENT COUNSELORS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Live Your Vision, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Private Ocean, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
CIDEL ASSET MANAGEMENT INC | 6 | 6 | 0.25% | 0.62% | 0.77% | Q3 2019 | Q4 2020 | 6 |
Point72 Middle East FZE | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 6 |
Mirador Capital Partners LP | 5 | 1 | 0.07% | 0.48% | 0.79% | Q3 2016 | Q3 2021 | 6 |
GLG Partners LP | 5 | 5 | 0.03% | 0.17% | 0.27% | Q2 2016 | Q2 2017 | 6 |
Coastal Bridge Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 6 |
Next Capital Management LLC | 4 | 2 | 0.14% | 0.16% | 0.18% | Q1 2021 | Q3 2023 | 6 |
Fairhaven Wealth Management, LLC | 6 | 6 | 0.59% | 0.78% | 1.24% | Q2 2020 | Q3 2021 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Game Creek Capital, LP | 5 | 1 | 0.10% | 0.42% | 0.74% | Q1 2018 | Q4 2020 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q3 2017 | 6 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 4 | 1 | 0.05% | 0.36% | 1.16% | Q4 2016 | Q2 2019 | 6 |
WINTRUST INVESTMENTS LLC | 6 | 6 | 0.06% | 0.09% | 0.15% | Q4 2016 | Q1 2018 | 6 |
55I, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.01% | 0.23% | 0.67% | Q2 2018 | Q3 2019 | 6 |
FIRST MIDWEST BANK TRUST DIVISION | 6 | 6 | 0.05% | 0.11% | 0.14% | Q3 2020 | Q4 2021 | 6 |
Ergoteles LLC | 4 | 2 | 0.00% | 0.24% | 0.86% | Q3 2020 | Q3 2022 | 6 |
Biechele Royce Advisors | 3 | 1 | 0.13% | 0.16% | 0.19% | Q4 2017 | Q3 2020 | 6 |
Canton Hathaway, LLC | 5 | 1 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q2 2021 | 6 |
Private Harbour Investment Management & Counsel, LLC | 6 | 6 | 0.20% | 0.24% | 0.31% | Q2 2016 | Q3 2017 | 6 |
ICICI Prudential Asset Management Co Ltd | 4 | 2 | 0.00% | 0.18% | 0.44% | Q1 2022 | Q3 2023 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.03% | 0.33% | 0.97% | Q4 2019 | Q2 2023 | 6 |
America First Investment Advisors, LLC | 6 | 6 | 0.24% | 0.27% | 0.33% | Q1 2016 | Q2 2017 | 6 |
RPg Family Wealth Advisory, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q1 2022 | 6 |
Keel Point, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q4 2021 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 6 |
Savior LLC | 4 | 2 | 0.01% | 0.11% | 0.62% | Q4 2019 | Q3 2023 | 6 |
SHEPHERD KAPLAN KROCHUK, LLC | 4 | 2 | 0.53% | 0.59% | 0.66% | Q4 2020 | Q3 2023 | 6 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.09% | 0.18% | Q2 2020 | Q3 2023 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q3 2017 | 6 |
People's United Financial, Inc. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2018 | 6 |
Capricorn Fund Managers Ltd | 6 | 6 | 1.13% | 1.81% | 2.38% | Q4 2021 | Q1 2023 | 6 |
Custos Family Office, LLC | 3 | 3 | 0.14% | 0.18% | 0.23% | Q4 2021 | Q2 2023 | 6 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.00% | 0.02% | 0.09% | Q3 2019 | Q2 2023 | 6 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Crestline Management, LP | 3 | 2 | 0.49% | 0.70% | 0.98% | Q1 2020 | Q3 2023 | 5 |
F&V Capital Management, LLC | 5 | 5 | 0.22% | 0.26% | 0.27% | Q3 2019 | Q3 2020 | 5 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q4 2022 | 5 |
LOEWS CORP | 4 | 1 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q2 2023 | 5 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TIEDEMANN ADVISORS, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Anson Capital, Inc. | 4 | 1 | 0.26% | 0.82% | 1.42% | Q1 2022 | Q3 2023 | 5 |
K2 PRINCIPAL FUND, L.P. | 3 | 1 | 0.06% | 0.30% | 0.80% | Q3 2019 | Q3 2020 | 5 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.06% | 0.14% | Q2 2019 | Q2 2023 | 5 |
Avondale Wealth Management | 5 | 5 | 0.00% | 0.01% | 0.05% | Q3 2022 | Q3 2023 | 5 |
TOMPKINS FINANCIAL CORP | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Center for Financial Planning, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
M.D. Sass, Inc. | 3 | 2 | 0.11% | 0.59% | 1.39% | Q4 2018 | Q4 2020 | 5 |
City Financial Investment Co Ltd | 3 | 2 | 0.07% | 0.32% | 1.15% | Q4 2016 | Q2 2018 | 5 |
Smith, Salley & Associates | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Stadion Money Management, LLC | 3 | 1 | 0.44% | 0.73% | 1.10% | Q2 2016 | Q4 2020 | 5 |
United Asset Strategies, Inc. | 2 | 1 | 0.06% | 0.15% | 0.19% | Q3 2019 | Q4 2021 | 5 |
Inscription Capital, LLC | 3 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q1 2023 | 5 |
Ameraudi Asset Management, Inc. | 5 | 5 | 0.11% | 0.50% | 1.24% | Q4 2019 | Q4 2020 | 5 |
BRIGADE CAPITAL MANAGEMENT, LP | 5 | 5 | 0.02% | 0.10% | 0.19% | Q2 2020 | Q2 2021 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q2 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
COWA, LLC | 5 | 5 | 0.01% | 0.37% | 0.65% | Q3 2022 | Q3 2023 | 5 |
Antipodean Advisors LLC | 5 | 5 | 0.62% | 7.06% | 16.02% | Q2 2022 | Q2 2023 | 5 |
X-Square Capital, LLC | 4 | 1 | 0.11% | 1.25% | 2.06% | Q2 2020 | Q1 2022 | 5 |
Farmers National Bank | 3 | 2 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2019 | 5 |
COWEN INC. | 2 | 1 | 0.00% | 0.22% | 0.61% | Q4 2016 | Q2 2019 | 5 |
QUADRANT CAPITAL GROUP LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
JANA PARTNERS LLC | 3 | 3 | 0.11% | 0.52% | 0.94% | Q2 2018 | Q4 2018 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q2 2017 | 5 |
WealthTrust Axiom LLC | 3 | 1 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q1 2022 | 5 |
CAMG Solamere Management, LLC | 5 | 5 | 0.13% | 0.22% | 0.37% | Q4 2019 | Q4 2020 | 5 |
Watermark Asset Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2018 | 5 |
Cheyne Capital Management (UK) LLP | 5 | 5 | 1.58% | 4.02% | 10.49% | Q2 2019 | Q2 2020 | 5 |
HOWARD HUGHES MEDICAL INSTITUTE | 5 | 5 | 0.19% | 0.29% | 0.45% | Q2 2016 | Q2 2017 | 5 |
St. Louis Trust Co | 5 | 5 | 0.10% | 0.12% | 0.15% | Q2 2016 | Q2 2017 | 5 |
Faithward Advisors, LLC | 3 | 1 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q1 2022 | 5 |
Lee Financial Co | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
PROFFITT & GOODSON INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Colonial River Wealth Management, LLC | 5 | 5 | 0.33% | 0.62% | 1.16% | Q3 2022 | Q3 2023 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q1 2021 | 5 |
Spectrum Asset Management, Inc. (NB/CA) | 3 | 2 | 0.08% | 1.79% | 4.67% | Q2 2016 | Q1 2021 | 5 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2022 | 5 |
Telemetry Investments, L.L.C. | 3 | 1 | 0.59% | 1.24% | 1.79% | Q3 2016 | Q4 2020 | 5 |
Monaco Asset Management SAM | 5 | 5 | 4.40% | 5.93% | 8.43% | Q3 2022 | Q3 2023 | 5 |
Clear Creek Financial Management, LLC | 3 | 1 | 0.09% | 0.43% | 0.96% | Q2 2019 | Q4 2020 | 5 |
STEEL GROVE CAPITAL ADVISORS, LLC | 5 | 5 | 0.08% | 0.17% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Destination Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q1 2021 | 5 |
Stelac Advisory Services LLC | 4 | 1 | 0.04% | 0.08% | 0.15% | Q2 2019 | Q3 2021 | 5 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 5 | 5 | 0.46% | 0.55% | 0.64% | Q3 2022 | Q3 2023 | 5 |
Coho Partners, Ltd. | 5 | 5 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q1 2022 | 5 |
FEDERATED HERMES, INC. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 5 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PineBridge Investments, L.P. | 5 | 5 | 0.08% | 0.16% | 0.25% | Q1 2020 | Q1 2021 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q2 2019 | 5 |
Virtu KCG Holdings LLC | 5 | 5 | 0.03% | 0.16% | 0.27% | Q2 2016 | Q2 2017 | 5 |
FundX Investment Group, LLC | 2 | 1 | 0.23% | 1.99% | 3.42% | Q2 2016 | Q4 2019 | 5 |
Breithorn Capital Management | 5 | 5 | 0.44% | 0.64% | 0.87% | Q2 2016 | Q2 2017 | 5 |
LS Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
JBF Capital, Inc. | 2 | 1 | 0.01% | 0.41% | 0.86% | Q2 2016 | Q3 2020 | 5 |
Robinson Value Management, Ltd. | 2 | 1 | 0.02% | 0.96% | 2.27% | Q2 2018 | Q3 2022 | 5 |
WFG Advisors, LP | 5 | 5 | 0.13% | 0.21% | 0.39% | Q2 2016 | Q2 2017 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.05% | 0.15% | 0.26% | Q3 2020 | Q3 2021 | 5 |
Ameritas Advisory Services, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
American Financial Network Advisory Services LLC | 3 | 2 | 0.04% | 0.41% | 0.73% | Q3 2017 | Q3 2019 | 5 |
Euro Pacific Asset Management, LLC | 3 | 1 | 0.05% | 0.10% | 0.28% | Q2 2020 | Q3 2023 | 5 |
Blue Sky Asset Management, LLC | 4 | 1 | 0.28% | 0.72% | 0.92% | Q1 2017 | Q2 2018 | 5 |
LMR Partners LLP | 3 | 2 | 0.03% | 0.53% | 1.62% | Q2 2021 | Q1 2023 | 5 |
Capital Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.08% | 0.19% | 0.52% | Q4 2021 | Q4 2022 | 5 |
MILLIE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.22% | 0.26% | 0.30% | Q4 2016 | Q4 2017 | 5 |
Truvestments Capital LLC | 3 | 2 | 0.00% | 0.05% | 0.18% | Q2 2018 | Q3 2019 | 5 |
Worth Asset Management, LLC | 3 | 2 | 0.01% | 0.42% | 1.27% | Q1 2022 | Q2 2023 | 5 |
Bartlett & Co. LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 5 |
Timber Hill LLC | 3 | 2 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q4 2017 | 5 |
KEATING INVESTMENT COUNSELORS INC | 5 | 5 | 0.21% | 0.24% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Stegent Equity Advisors, Inc. | 5 | 5 | 0.50% | 1.10% | 2.24% | Q1 2022 | Q1 2023 | 5 |
VALLEY NATIONAL ADVISERS INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Financial Services Advisory Inc | 2 | 1 | 0.39% | 1.37% | 3.61% | Q1 2019 | Q4 2022 | 4 |
FNY Partners Fund LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q3 2020 | 4 |
Ruggie Capital Group | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
FORTE ASSET MANAGEMENT LLC | 4 | 4 | 2.60% | 2.70% | 2.75% | Q4 2022 | Q3 2023 | 4 |
Trexquant Investment LP | 1 | 1 | 0.04% | 0.04% | 0.06% | Q3 2019 | Q2 2022 | 4 |
PINNBROOK CAPITAL MANAGEMENT LP | 4 | 4 | 0.62% | 2.41% | 6.69% | Q4 2022 | Q3 2023 | 4 |
Catamount Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2018 | 4 |
Jump Financial, LLC | 2 | 1 | 0.06% | 0.19% | 0.46% | Q1 2022 | Q3 2023 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 4 |
McGowan Group Asset Management, Inc. | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.04% | 0.29% | 0.98% | Q2 2023 | Q3 2023 | 4 |
Geneva Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
Covington Capital Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 4 |
Schneider Downs Wealth Management Advisors, LP | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
MYDA Advisors LLC | 3 | 1 | 0.34% | 2.47% | 3.77% | Q4 2017 | Q2 2020 | 4 |
CAZ INVESTMENTS LP | 3 | 1 | 4.95% | 5.52% | 6.97% | Q3 2016 | Q3 2017 | 4 |
Axiom Investment Management LLC | 3 | 1 | 0.04% | 0.52% | 0.77% | Q2 2019 | Q4 2022 | 4 |
Tuscan Ridge Asset Management LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q4 2019 | 4 |
PDT Partners, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2016 | Q4 2017 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Sutton Wealth Advisors Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FORMULA GROWTH LTD | 4 | 4 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Woodson Capital Management, LP | 4 | 4 | 2.20% | 2.58% | 3.38% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.10% | 0.39% | 0.55% | Q3 2020 | Q3 2023 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.06% | 0.10% | 0.16% | Q4 2019 | Q3 2020 | 4 |
IPL Advisers, LLC | 4 | 4 | 3.44% | 6.49% | 9.04% | Q4 2016 | Q3 2017 | 4 |
SELZ CAPITAL LLC | 4 | 4 | 0.43% | 0.71% | 1.24% | Q1 2019 | Q4 2019 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Nan Shan Life Insurance Co., Ltd. | 3 | 1 | 0.14% | 0.21% | 0.34% | Q1 2020 | Q3 2023 | 4 |
Crestmont Private Wealth LLC | 4 | 4 | 0.14% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 1.58% | 3.20% | Q2 2016 | Q3 2020 | 4 |
Blue Door Asset Management, LLC | 4 | 4 | 0.19% | 0.39% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Matrix Trust Co | 2 | 2 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q4 2020 | 4 |
Orbitronix, LP | 1 | 1 | 0.79% | 3.31% | 6.27% | Q2 2016 | Q4 2016 | 4 |
Fiera Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Burt Wealth Advisors | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Herr Investment Group LLC | 4 | 4 | 0.34% | 1.13% | 1.86% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.71% | 1.08% | Q4 2022 | Q3 2023 | 4 |
Ice Pond Lane Advisers, LLC | 4 | 4 | 2.20% | 5.07% | 7.07% | Q4 2016 | Q3 2017 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 4 |
NOTTINGHAM ADVISORS, INC. | 4 | 4 | 0.58% | 0.62% | 0.64% | Q4 2020 | Q3 2021 | 4 |
City State Bank | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
FT Options LLC | 1 | 1 | 0.00% | 0.06% | 0.20% | Q1 2017 | Q3 2017 | 4 |
DUALITY ADVISERS, LP | 2 | 1 | 0.53% | 0.85% | 1.33% | Q4 2018 | Q4 2020 | 4 |
JMG Financial Group, Ltd. | 4 | 4 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q1 2021 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
CARDIFF PARK ADVISORS, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Bremer Bank National Association | 4 | 4 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Lumina Fund Management LLC | 4 | 4 | 0.09% | 0.14% | 0.18% | Q4 2016 | Q3 2017 | 4 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 2 | 2 | 2.12% | 4.20% | 6.72% | Q2 2016 | Q2 2018 | 4 |
PINNACLE ASSOCIATES LTD | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Beacon Harbor Wealth Advisors, Inc. | 4 | 4 | 0.07% | 0.18% | 0.44% | Q4 2022 | Q3 2023 | 4 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.46% | 0.92% | Q2 2022 | Q3 2023 | 4 |
Wellington Shields & Co., LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Powell Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Enterprise Bank & Trust Co | 4 | 4 | 0.12% | 0.20% | 0.28% | Q4 2022 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q2 2016 | Q1 2022 | 4 |
Janney Capital Management LLC | 4 | 4 | 0.84% | 1.05% | 1.27% | Q4 2018 | Q3 2019 | 4 |
WILLIAM HARRIS INVESTORS INC | 4 | 4 | 0.07% | 0.13% | 0.18% | Q1 2016 | Q4 2016 | 4 |
Lindbrook Capital, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
MARLIN SAMS CAPITAL MANAGEMENT LLC | 2 | 2 | 4.10% | 12.18% | 28.13% | Q2 2017 | Q2 2022 | 4 |
CMC Financial Group | 4 | 4 | 0.84% | 1.01% | 1.36% | Q4 2022 | Q3 2023 | 4 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.20% | 0.50% | 0.78% | Q3 2019 | Q2 2020 | 4 |
180 WEALTH ADVISORS, LLC | 4 | 4 | 0.19% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BOKF, NA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 4 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 4 |
WESTWOOD HOLDINGS GROUP INC | 3 | 1 | 0.00% | 0.03% | 0.10% | Q2 2017 | Q1 2020 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.37% | 0.48% | 0.58% | Q4 2022 | Q3 2023 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.06% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
SURIENCE PRIVATE WEALTH LLC | 2 | 2 | 0.95% | 2.12% | 3.33% | Q4 2021 | Q1 2023 | 4 |
New Century Advisors, LLC | 3 | 1 | 0.34% | 0.78% | 1.88% | Q2 2016 | Q4 2021 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.28% | 0.81% | 1.46% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Rothschild Capital Partners, LLC | 4 | 4 | 0.82% | 1.16% | 1.40% | Q1 2018 | Q4 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BRIGHTON JONES LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 4 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 4 |
Briaud Financial Planning, Inc | 3 | 1 | 2.48% | 4.55% | 7.82% | Q4 2019 | Q1 2022 | 4 |
PLATINUM INVESTMENT MANAGEMENT LTD | 4 | 4 | 1.42% | 1.99% | 2.52% | Q2 2016 | Q1 2017 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.21% | 0.35% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.21% | 0.25% | 0.33% | Q2 2021 | Q2 2023 | 4 |
CHASE INVESTMENT COUNSEL CORP | 4 | 4 | 0.31% | 0.35% | 0.39% | Q1 2020 | Q4 2020 | 4 |
GARRISON POINT ADVISORS, LLC | 4 | 4 | 0.17% | 0.21% | 0.26% | Q3 2020 | Q2 2021 | 4 |
PRUDENTIAL PLC | 4 | 4 | 0.00% | 1.21% | 3.38% | Q1 2022 | Q4 2022 | 4 |
Clal Insurance Enterprises Holdings Ltd | 3 | 1 | 0.04% | 0.65% | 2.11% | Q2 2016 | Q2 2017 | 4 |
BROADMARK ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 3.76% | 7.78% | Q4 2017 | Q2 2019 | 4 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 1 | 0.02% | 0.06% | 0.14% | Q3 2020 | Q2 2023 | 4 |
Axel Capital Management, LLC | 3 | 1 | 1.34% | 5.89% | 12.66% | Q2 2019 | Q3 2020 | 4 |
Operose Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RIA Advisory Group LLC | 4 | 4 | 0.37% | 0.42% | 0.51% | Q4 2022 | Q3 2023 | 4 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 4 |
Camelot Portfolios, LLC | 4 | 4 | 0.53% | 0.59% | 0.65% | Q2 2021 | Q1 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
BRAVE ASSET MANAGEMENT INC | 2 | 1 | 0.05% | 0.09% | 0.12% | Q3 2016 | Q4 2019 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Knoll Capital Management, LLC | 4 | 4 | 2.57% | 4.11% | 5.94% | Q4 2022 | Q3 2023 | 4 |
Alpine Global Management, LLC | 3 | 1 | 0.10% | 0.19% | 0.41% | Q2 2020 | Q2 2023 | 4 |
CERTUITY, LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 4 |
Vectors Research Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 4 |
CapWealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.06% | 0.15% | Q1 2017 | Q3 2023 | 3 |
Institute for Wealth Management, LLC. | 2 | 1 | 0.00% | 0.10% | 0.16% | Q2 2017 | Q4 2019 | 3 |
PFG Investments, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q4 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.00% | 0.06% | 0.16% | Q1 2023 | Q3 2023 | 3 |
DRW Securities, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Global Trust Asset Management, LLC | 1 | 1 | 0.01% | 0.05% | 0.07% | Q2 2019 | Q1 2023 | 3 |
Millburn Ridgefield Corp | 1 | 1 | 0.03% | 0.12% | 0.30% | Q2 2021 | Q1 2023 | 3 |
IFS Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 3 |
All Season Financial Advisors, Inc. | 2 | 1 | 0.44% | 1.42% | 2.79% | Q2 2021 | Q1 2023 | 3 |
SeaTown Holdings Pte. Ltd. | 2 | 1 | 1.43% | 2.21% | 3.66% | Q2 2016 | Q1 2017 | 3 |
Kingstown Capital | 3 | 3 | 2.79% | 3.74% | 5.37% | Q4 2020 | Q2 2021 | 3 |
FIRST AMERICAN TRUST, FSB | 2 | 1 | 0.05% | 0.08% | 0.13% | Q3 2019 | Q3 2020 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.17% | 0.19% | 0.20% | Q1 2022 | Q4 2022 | 3 |
KFA Private Wealth Group, LLC | 3 | 3 | 2.87% | 4.25% | 5.38% | Q2 2020 | Q4 2020 | 3 |
Pacific Center for Financial Services | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.12% | 0.16% | 0.23% | Q4 2020 | Q1 2023 | 3 |
Truepoint, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Vivaldi Capital Management LP | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Cornerstone Wealth Group, LLC | 2 | 1 | 0.33% | 0.84% | 1.50% | Q3 2019 | Q3 2020 | 3 |
Red Cedar Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Evercore Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
NIEMANN CAPITAL MANAGEMENT INC | 2 | 1 | 6.69% | 10.37% | 14.27% | Q2 2016 | Q3 2019 | 3 |
Yellowstone Partners, LLC | 2 | 1 | 0.10% | 0.12% | 0.14% | Q4 2015 | Q3 2017 | 3 |
MYCIO WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2019 | 3 |
Forward Management, LLC | 2 | 1 | 0.00% | 1.64% | 3.05% | Q4 2017 | Q3 2019 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.02% | 0.05% | Q1 2023 | Q3 2023 | 3 |
CYRUS CAPITAL PARTNERS, L.P. | 3 | 3 | 0.10% | 0.12% | 0.16% | Q2 2018 | Q4 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Stone House Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 3 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 3 | 3 | 0.05% | 0.24% | 0.35% | Q2 2016 | Q4 2016 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
PRICE T ROWE ASSOCIATES INC /MD/ | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Partnervest Advisory Services LLC | 2 | 1 | 0.09% | 0.17% | 0.25% | Q3 2019 | Q2 2020 | 3 |
Diametric Capital, LP | 2 | 1 | 0.17% | 0.63% | 1.28% | Q1 2020 | Q3 2023 | 3 |
Hayden Royal, LLC | 2 | 1 | 0.10% | 0.14% | 0.17% | Q4 2019 | Q3 2020 | 3 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 1 | 0.18% | 0.21% | 0.28% | Q3 2016 | Q3 2017 | 3 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 3 |
Lighthouse Investment Partners, LLC | 3 | 3 | 0.07% | 0.20% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Trek Financial, LLC | 2 | 1 | 0.18% | 0.31% | 0.48% | Q2 2020 | Q1 2022 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Atlas Principals, LLC | 1 | 1 | 1.16% | 2.71% | 5.30% | Q4 2019 | Q1 2021 | 3 |
Ion Asset Management Ltd. | 3 | 3 | 1.79% | 1.99% | 2.11% | Q1 2020 | Q3 2020 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 1.41% | 1.59% | 1.80% | Q4 2020 | Q2 2021 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.54% | 0.67% | 0.79% | Q1 2023 | Q3 2023 | 3 |
Private Wealth Advisors, LLC | 3 | 3 | 0.19% | 0.33% | 0.55% | Q1 2021 | Q3 2021 | 3 |
Wealth Advisory Solutions, LLC | 3 | 3 | 0.00% | 0.06% | 0.11% | Q4 2020 | Q2 2021 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 0.57% | 0.68% | 0.76% | Q4 2021 | Q2 2022 | 3 |
ZACKS INVESTMENT MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Ashfield Capital Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2021 | 3 |
KELLOGG W K FOUNDATION TRUST | 3 | 3 | 0.39% | 0.40% | 0.42% | Q2 2020 | Q4 2020 | 3 |
&PARTNERS | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q2 2023 | 3 |
Barber Financial Group, Inc. | 2 | 1 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q2 2021 | 3 |
Valiant Capital Management, L.P. | 3 | 3 | 1.04% | 1.14% | 1.22% | Q1 2023 | Q3 2023 | 3 |
THOMPSON DAVIS & CO., INC. | 2 | 1 | 0.02% | 0.29% | 0.44% | Q2 2017 | Q1 2023 | 3 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.73% | 1.23% | 2.07% | Q1 2020 | Q4 2022 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q2 2023 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
RPG Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
Mountain Lake Investment Management LLC | 3 | 3 | 0.25% | 0.28% | 0.31% | Q1 2017 | Q3 2017 | 3 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 3 |
Tuttle Capital Management, LLC | 2 | 1 | 0.51% | 1.12% | 2.18% | Q2 2016 | Q2 2020 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.01% | 0.52% | 1.49% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Joel Isaacson & Co., LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
CANTOR FITZGERALD, L. P. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Highview Capital Management LLC/DE/ | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 2 | 1 | 0.03% | 0.07% | 0.16% | Q3 2020 | Q3 2023 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Stratos Investment Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 3 |
Thiel Macro LLC | 2 | 2 | 0.22% | 3.97% | 11.11% | Q3 2017 | Q4 2017 | 3 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 3 | 3 | 0.41% | 0.92% | 1.25% | Q2 2020 | Q4 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Darwin Wealth Management, LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q1 2020 | Q1 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.02% | 0.13% | 0.34% | Q2 2022 | Q1 2023 | 3 |
TUCKER ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2023 | 3 |
Saddle Road Partners, LLC | 3 | 3 | 0.07% | 0.36% | 0.93% | Q2 2016 | Q4 2016 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TRUST CO OF VERMONT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q1 2023 | 3 |
Clarity Financial LLC | 2 | 1 | 0.04% | 0.91% | 2.58% | Q4 2020 | Q2 2022 | 3 |
Virtus ETF Advisers LLC | 1 | 1 | 0.01% | 0.12% | 0.24% | Q3 2016 | Q3 2018 | 3 |
Bison Wealth, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q1 2022 | 3 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cadence Wealth Management LLC | 2 | 1 | 12.40% | 14.12% | 15.17% | Q2 2021 | Q4 2022 | 3 |
Leading Edge Financial Planning LLC | 3 | 3 | 0.14% | 0.20% | 0.24% | Q4 2022 | Q2 2023 | 3 |
LANSDOWNE PARTNERS (UK) LLP | 2 | 1 | 0.05% | 0.08% | 0.13% | Q4 2018 | Q2 2020 | 3 |
Shorepoint Capital Partners LLC | 3 | 3 | 0.33% | 0.36% | 0.38% | Q1 2023 | Q3 2023 | 3 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 3 | 3 | 0.85% | 0.96% | 1.02% | Q1 2023 | Q3 2023 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fusion Family Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Kessler Investment Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
IAM Advisory, LLC | 3 | 3 | 0.33% | 1.19% | 1.68% | Q1 2023 | Q3 2023 | 3 |
Amia Capital LLP | 3 | 3 | 0.48% | 1.66% | 3.93% | Q1 2021 | Q3 2021 | 3 |
Manning & Napier Group, LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2019 | Q3 2019 | 3 |
LifePro Asset Management | 3 | 3 | 0.69% | 1.83% | 2.40% | Q4 2022 | Q2 2023 | 3 |
Paulson & Co. | 2 | 1 | 0.04% | 1.00% | 2.82% | Q3 2018 | Q2 2019 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.03% | 0.05% | 0.07% | Q2 2016 | Q4 2016 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
INSIGHT 2811, INC. | 2 | 1 | 0.10% | 0.14% | 0.15% | Q2 2016 | Q1 2017 | 3 |
Canoe Financial LP | 3 | 3 | 0.07% | 0.10% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Cavalier Investments, LLC | 2 | 1 | 0.48% | 0.81% | 1.07% | Q2 2016 | Q2 2019 | 3 |
SPINNAKER TRUST | 3 | 3 | 0.33% | 0.43% | 0.50% | Q4 2021 | Q2 2022 | 3 |
SPX Gestao de Recursos Ltda | 1 | 1 | 2.54% | 5.86% | 12.37% | Q3 2020 | Q2 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.46% | 0.51% | 0.59% | Q1 2023 | Q3 2023 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 3 |
IBERIABANK CORP | 3 | 3 | 0.09% | 0.29% | 0.68% | Q3 2016 | Q1 2017 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Simplicity Wealth,LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Key Square Capital Management LLC | 1 | 1 | 7.80% | 14.47% | 19.66% | Q2 2017 | Q3 2022 | 3 |
INVESTMENT HOUSE LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q1 2022 | 3 |
Liberty Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q4 2016 | 3 |
Hochman Cole Investment Advisors, Inc. | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q3 2021 | 3 |
RFG Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
OAK HARBOR WEALTH PARTNERS, LLC | 3 | 3 | 0.02% | 0.10% | 0.22% | Q4 2021 | Q2 2022 | 3 |
Northeast Financial Consultants Inc | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q1 2022 | 3 |
GM Advisory Group, LLC | 3 | 3 | 1.03% | 1.28% | 1.46% | Q2 2016 | Q4 2016 | 3 |
Grassi Investment Management | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MENORA MIVTACHIM HOLDINGS LTD. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Braver Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q3 2016 | 2 |
Ausbil Investment Management Ltd | 2 | 2 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q1 2023 | 2 |
Providence First Trust Co | 2 | 2 | 0.76% | 0.87% | 0.98% | Q3 2020 | Q4 2020 | 2 |
Freedman Financial Associates, Inc. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2021 | 2 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2021 | 2 |
Bronte Capital Management Pty Ltd. | 2 | 2 | 1.51% | 2.11% | 2.71% | Q1 2020 | Q2 2020 | 2 |
Tairen Capital Ltd | 1 | 1 | 6.28% | 6.40% | 6.52% | Q2 2016 | Q2 2020 | 2 |
Franklin, Parlapiano, Turner & Welch, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Ascent Wealth Partners, LLC | 2 | 2 | 0.34% | 0.36% | 0.37% | Q2 2016 | Q3 2016 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ORSER CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.47% | 0.52% | 0.58% | Q2 2020 | Q3 2020 | 2 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.14% | 0.16% | 0.19% | Q2 2023 | Q3 2023 | 2 |
CALDWELL & ORKIN INC | 2 | 2 | 1.06% | 1.10% | 1.15% | Q1 2016 | Q2 2016 | 2 |
Aevitas Wealth Management, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.00% | 0.56% | 1.11% | Q4 2018 | Q1 2019 | 2 |
E Fund Management (Hong Kong) Co., Ltd. | 2 | 2 | 0.14% | 0.22% | 0.30% | Q3 2020 | Q4 2020 | 2 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2021 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
CMT Asset Management Ltd | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q4 2016 | 2 |
Ziff Brothers Investments, L.L.C. | 2 | 2 | 5.90% | 6.24% | 6.59% | Q2 2016 | Q3 2016 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Fondren Management LP | 1 | 1 | 0.75% | 0.96% | 1.17% | Q4 2016 | Q1 2020 | 2 |
Summit X, LLC | 1 | 1 | 0.01% | 0.17% | 0.33% | Q4 2017 | Q3 2020 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.80% | 0.82% | 0.84% | Q2 2023 | Q3 2023 | 2 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Northeast Financial Group, Inc. | 1 | 1 | 1.36% | 2.00% | 2.65% | Q4 2020 | Q2 2021 | 2 |
Intrua Financial, LLC | 1 | 1 | 0.23% | 0.89% | 1.55% | Q2 2020 | Q1 2023 | 2 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2018 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 2 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q3 2018 | Q2 2022 | 2 |
Paragon Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 2 |
Sowa Financial Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
ROCKY MOUNTAIN ADVISERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Choate Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 2 |
Sargent Investment Group, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2019 | Q4 2019 | 2 |
Hawkins Capital L.P. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2016 | Q4 2016 | 2 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 2 | 2 | 9.18% | 9.22% | 9.26% | Q2 2016 | Q3 2016 | 2 |
JS Capital Management LLC | 2 | 2 | 1.22% | 1.28% | 1.34% | Q2 2016 | Q3 2016 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
SCP Investment, LP | 2 | 2 | 0.15% | 0.22% | 0.29% | Q1 2019 | Q2 2019 | 2 |
West Branch Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Covenant Partners, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q2 2022 | 2 |
EnTrustPermal Management LLC | 2 | 2 | 0.34% | 0.56% | 0.77% | Q2 2017 | Q3 2017 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2017 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.40% | 0.47% | 0.54% | Q1 2020 | Q3 2020 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Crown Wealth Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.22% | Q4 2021 | Q4 2022 | 2 |
Montecito Bank & Trust | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q4 2020 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
Indie Asset Partners, LLC | 2 | 2 | 0.32% | 0.36% | 0.39% | Q2 2023 | Q3 2023 | 2 |
1776 Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q1 2021 | Q2 2021 | 2 |
Point72 Asia (Singapore) Pte. Ltd. | 1 | 1 | 4.20% | 6.16% | 8.12% | Q2 2016 | Q1 2017 | 2 |
AllSquare Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Prince Street Capital Management LLC | 1 | 1 | 6.34% | 7.18% | 8.02% | Q2 2016 | Q1 2017 | 2 |
NKCFO LLC | 1 | 1 | 3.27% | 3.73% | 4.20% | Q1 2020 | Q3 2022 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.15% | 0.18% | 0.20% | Q4 2022 | Q1 2023 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Carr Financial Group Corp | 2 | 2 | 0.23% | 0.25% | 0.27% | Q4 2022 | Q1 2023 | 2 |
Privium Fund Management (UK) Ltd | 1 | 1 | 0.16% | 0.29% | 0.41% | Q2 2021 | Q1 2022 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Glaxis Capital Management, LLC | 1 | 1 | 0.50% | 0.98% | 1.46% | Q4 2016 | Q4 2019 | 2 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 2 | 2 | 0.38% | 0.46% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TFO Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
New Hampshire Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Harfst & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 1.37% | 1.50% | 1.63% | Q2 2016 | Q3 2016 | 2 |
Main Management ETF Advisors, LLC | 2 | 2 | 5.20% | 5.26% | 5.31% | Q3 2019 | Q4 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Country Club Trust Company, n.a. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
MARATHON CAPITAL MANAGEMENT | 2 | 2 | 0.69% | 0.72% | 0.76% | Q1 2023 | Q2 2023 | 2 |
NORTH RUN CAPITAL, LP | 2 | 2 | 2.12% | 2.44% | 2.76% | Q2 2018 | Q3 2018 | 2 |
Tevis Investment Management | 1 | 1 | 0.00% | 0.12% | 0.23% | Q2 2022 | Q1 2023 | 2 |
Claar Advisors LLC | 2 | 2 | 2.70% | 2.80% | 2.90% | Q1 2019 | Q2 2019 | 2 |
DeepCurrents Investment Group LLC | 2 | 2 | 0.13% | 0.17% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q2 2019 | 2 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 2 | 0.50% | 0.62% | 0.75% | Q1 2022 | Q2 2022 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 1.66% | 1.77% | 1.88% | Q2 2016 | Q3 2016 | 2 |
Cornerstone Advisory, LLC | 2 | 2 | 0.08% | 0.14% | 0.20% | Q1 2019 | Q2 2019 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.24% | 0.41% | 0.59% | Q2 2016 | Q3 2016 | 2 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2022 | 2 |
Condire Management, LP | 1 | 1 | 0.09% | 0.93% | 1.77% | Q2 2021 | Q1 2023 | 2 |
Susquehanna International Group Ltd. | 1 | 1 | 0.09% | 0.20% | 0.32% | Q1 2022 | Q3 2023 | 2 |
Hapanowicz & Associates Financial Services, Inc | 2 | 2 | 0.12% | 0.13% | 0.15% | Q3 2020 | Q4 2020 | 2 |
Maple Rock Capital Partners | 2 | 2 | 7.16% | 7.81% | 8.46% | Q2 2019 | Q3 2019 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.91% | 0.96% | 1.01% | Q2 2023 | Q3 2023 | 2 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 2 |
Pasadena Private Wealth, LLC | 2 | 2 | 0.92% | 0.98% | 1.04% | Q4 2020 | Q1 2021 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.25% | 0.72% | 1.19% | Q3 2018 | Q3 2019 | 2 |
JFB Holdings Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
WNY Asset Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Friedenthal Financial | 1 | 1 | 2.98% | 3.35% | 3.72% | Q3 2019 | Q1 2022 | 2 |
THEORY FINANCIAL LLC | 2 | 2 | 1.77% | 1.85% | 1.94% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 2 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.09% | 0.13% | Q3 2020 | Q4 2020 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q4 2019 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2020 | 2 |
Lake Hills Wealth Management, LLC | 1 | 1 | 1.12% | 1.80% | 2.49% | Q4 2022 | Q3 2023 | 2 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 1 | 1 | 0.03% | 0.12% | 0.22% | Q4 2016 | Q4 2019 | 2 |
Pinz Capital Management, LP | 1 | 1 | 0.46% | 0.68% | 0.90% | Q1 2020 | Q2 2022 | 2 |
Symmetry Investments LP | 1 | 1 | 0.19% | 0.42% | 0.66% | Q2 2022 | Q1 2023 | 2 |
Spartan Fund Management Inc. | 2 | 2 | 0.15% | 0.18% | 0.21% | Q3 2022 | Q4 2022 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Jackson Hole Capital Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Edmond de Rothschild (Europe) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.14% | 0.23% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Venator Management LLC | 2 | 2 | 0.45% | 0.71% | 0.96% | Q4 2020 | Q1 2021 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Talkot Capital, LLC | 2 | 2 | 1.79% | 2.10% | 2.40% | Q2 2016 | Q3 2016 | 2 |
Foresight Wealth Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2020 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2022 | Q2 2022 | 2 |
Beacon Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
FCA CORP /TX | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2017 | Q2 2017 | 2 |
Chemistry Wealth Management LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q1 2023 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.39% | 0.41% | 0.42% | Q2 2023 | Q3 2023 | 2 |
Kopernik Global Investors, LLC | 2 | 2 | 0.93% | 2.39% | 3.85% | Q3 2022 | Q4 2022 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Apeiron RIA LLC | 2 | 2 | 0.01% | 0.12% | 0.24% | Q1 2022 | Q2 2022 | 2 |
AVAII WEALTH MANAGEMENT, LLC | 2 | 2 | 0.29% | 0.33% | 0.37% | Q3 2022 | Q4 2022 | 2 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 2 | 2 | 1.79% | 2.08% | 2.37% | Q4 2021 | Q1 2022 | 2 |
Williams Jones Wealth Management, LLC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Family Management Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Concourse Capital Management, LLC | 1 | 1 | 0.08% | 0.56% | 1.03% | Q3 2016 | Q3 2016 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q2 2022 | 2 |
Bayesian Capital Management, LP | 2 | 2 | 0.04% | 0.11% | 0.18% | Q3 2018 | Q4 2018 | 2 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.02% | 0.16% | 0.29% | Q2 2016 | Q1 2023 | 2 |
PCJ Investment Counsel Ltd. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2016 | Q3 2016 | 2 |
LOWE BROCKENBROUGH & CO INC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 2 |
apricus wealth, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
West Oak Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
EUDAIMONIA ADVISORS LLC | 2 | 2 | 0.47% | 0.57% | 0.66% | Q3 2022 | Q4 2022 | 2 |
CHARTWELL INVESTMENT PARTNERS, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Keebeck Wealth Management, LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Newport Wealth Strategies, Inc. | 2 | 2 | 0.50% | 0.51% | 0.52% | Q2 2021 | Q3 2021 | 2 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 2 |
CQS Cayman LP | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q3 2019 | 2 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Gabalex Capital Management LLC | 2 | 2 | 2.13% | 2.72% | 3.31% | Q1 2018 | Q2 2018 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.03% | 0.11% | 0.19% | Q2 2019 | Q3 2019 | 2 |
Miramar Capital, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2020 | Q3 2020 | 2 |
Paradigm Financial Partners, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 3.31% | 3.34% | 3.37% | Q4 2016 | Q4 2017 | 2 |
Pine River Capital Management L.P. | 2 | 2 | 0.23% | 0.30% | 0.38% | Q3 2016 | Q4 2016 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.12% | 0.37% | 0.62% | Q2 2016 | Q3 2016 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2017 | 2 |
Triumph Capital Management | 2 | 2 | 0.43% | 0.53% | 0.63% | Q2 2021 | Q3 2021 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.26% | 0.36% | 0.47% | Q4 2020 | Q1 2021 | 2 |
JHL Capital Group LLC | 1 | 1 | 2.90% | 2.99% | 3.09% | Q1 2018 | Q1 2019 | 2 |
DeDora Capital, Inc. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 2 |
Jafra Capital Management LP | 2 | 2 | 0.44% | 0.68% | 0.92% | Q4 2016 | Q1 2017 | 2 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2016 | Q3 2016 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.03% | 0.18% | 0.33% | Q3 2016 | Q4 2017 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 2 |
QS Investors, LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2016 | Q3 2016 | 2 |
Sterling Manor Financial, LLC | 2 | 2 | 3.21% | 3.35% | 3.49% | Q1 2022 | Q2 2022 | 2 |
Tyrus Capital S.A.M. | 1 | 1 | 33.47% | 33.47% | 33.47% | Q2 2016 | Q2 2016 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
ADE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 4.39% | 4.39% | 4.39% | Q1 2022 | Q1 2022 | 1 |
SHAPIRO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
West Tower Group, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2023 | Q2 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rokos Capital Management LLP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2022 | Q2 2022 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
1ST SOURCE BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
GAMBLE JONES INVESTMENT COUNSEL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Affinity Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2020 | Q2 2020 | 1 |
American Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Domani Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT INCOME SOLUTIONS, INC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2018 | Q3 2018 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
United Community Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Abbrea Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
High Falls Advisors, Inc | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2016 | Q3 2016 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
MSD Partners, L.P. | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2018 | Q3 2018 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Geduld E E | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cambridge Advisors Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TPB WEALTH ADVISORS | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2021 | Q4 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
MBA Advisors LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2021 | Q1 2021 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Euclid Advisors LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2016 | Q2 2016 | 1 |
Integrated Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2020 | Q4 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q2 2016 | 1 |
PFM Health Sciences, LP | 1 | 1 | 1.61% | 1.61% | 1.61% | Q3 2017 | Q3 2017 | 1 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Passport Capital, LLC | 1 | 1 | 3.22% | 3.22% | 3.22% | Q4 2016 | Q4 2016 | 1 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2017 | Q1 2017 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
GFI Investment Counsel Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Frisch Financial Group, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Capasso Planning Partners LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Diameter Capital Partners LP | 1 | 1 | 1.56% | 1.56% | 1.56% | Q2 2020 | Q2 2020 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
TORQ CAPITAL MANAGEMENT (HK) Ltd | 1 | 1 | 9.95% | 9.95% | 9.95% | Q3 2023 | Q3 2023 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2022 | Q2 2022 | 1 |
IMS Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 5.05% | 5.05% | 5.05% | Q4 2016 | Q4 2016 | 1 |
TradeLink Capital LLC | 1 | 1 | 6.64% | 6.64% | 6.64% | Q3 2018 | Q3 2018 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
NFJ INVESTMENT GROUP, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Independence Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2020 | Q3 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
New World Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Invenomic Capital Management LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2022 | Q2 2022 | 1 |
360 Financial, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
L & S Advisors Inc | 1 | 1 | 1.93% | 1.93% | 1.93% | Q2 2019 | Q2 2019 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 2.39% | 2.39% | 2.39% | Q3 2016 | Q3 2016 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Centric Wealth Management | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2019 | Q1 2019 | 1 |
THOMIST CAPITAL MANAGEMENT, LP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2022 | Q2 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Quent Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
NEIRG Wealth Management, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2022 | Q1 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PETRA FINANCIAL ADVISORS INC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2023 | Q1 2023 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Ibex Investors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
NatWest Group plc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
BARINGS LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
Blue Ridge Capital, L.L.C. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2016 | Q2 2016 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
PYRRHO CAPITAL MANAGEMENT, LP | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2016 | Q4 2016 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2017 | Q1 2017 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2016 | Q2 2016 | 1 |
Armor Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
D L CARLSON INVESTMENT GROUP INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2020 | Q3 2020 | 1 |
Duquesne Family Office | 1 | 1 | 2.06% | 2.06% | 2.06% | Q3 2020 | Q3 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Kavi Asset Management, LP | 1 | 1 | 2.15% | 2.15% | 2.15% | Q2 2016 | Q2 2016 | 1 |
AXS Investments LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Utah Peaks Capital Inc | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
Concentrum Wealth Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Alpha Wave Global, LP | 1 | 1 | 2.32% | 2.32% | 2.32% | Q1 2022 | Q1 2022 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 1.69% | 1.69% | 1.69% | Q2 2019 | Q2 2019 | 1 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
UNION SAVINGS BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Tidal Investments LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2023 | Q1 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cruiser Capital Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q3 2020 | 1 |
AVIVA PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arctis Global LLC | 1 | 1 | 32.16% | 32.16% | 32.16% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Ciovacco Capital Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
Tahithromos, L.L.C. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2016 | Q2 2016 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Trafelet Capital Management, L.P. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 3.20% | 3.20% | 3.20% | Q2 2023 | Q2 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Smith Affiliated Capital Corp. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
USA MUTUALS ADVISORS, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
MERIDIAN INVESTMENT COUNSEL INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Cadent Capital Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2020 | Q1 2020 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Ascension Capital Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Montis Financial, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
SkyTop Capital Management LLC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q3 2019 | Q3 2019 | 1 |
CONNABLE OFFICE INC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2020 | Q3 2020 | 1 |
GUARDIAN POINT CAPITAL, LP | 1 | 1 | 4.00% | 4.00% | 4.00% | Q2 2020 | Q2 2020 | 1 |
JT Stratford LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ENCOMPASS WEALTH ADVISORS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Longer Investments Inc. | 1 | 1 | 2.96% | 2.96% | 2.96% | Q1 2018 | Q1 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2018 | Q3 2018 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
CSS LLC/IL | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Pelorus Jack Capital, L.P. | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2018 | Q1 2018 | 1 |
Maxi Investments CY Ltd | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2022 | Q3 2022 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Think Investments LP | 1 | 1 | 1.63% | 1.63% | 1.63% | Q2 2020 | Q2 2020 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 3.46% | 3.46% | 3.46% | Q2 2016 | Q2 2016 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 1.83% | 1.83% | 1.83% | Q3 2017 | Q3 2017 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Atika Capital Management LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q1 2017 | Q1 2017 | 1 |
MARIANAS FUND MANAGEMENT LLC | 1 | 1 | 3.33% | 3.33% | 3.33% | Q2 2017 | Q2 2017 | 1 |
GFG Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Golden State Equity Partners | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DOCK STREET ASSET MANAGEMENT INC | 1 | 1 | 3.27% | 3.27% | 3.27% | Q3 2016 | Q3 2016 | 1 |
DF DENT & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
McCutchen Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Truadvice, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
Kohmann Bosshard Financial Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 5.51% | 5.51% | 5.51% | Q2 2020 | Q2 2020 | 1 |
BCWM, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2018 | Q4 2018 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Horrell Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Gruss & Co., LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2020 | Q2 2020 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Rossmore Private Capital | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2020 | Q4 2020 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 2.99% | 2.99% | 2.99% | Q4 2020 | Q4 2020 | 1 |
Howard Capital Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Ulysses Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Cardinal Point Capital Management, ULC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Wildcat Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2018 | Q3 2018 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2019 | Q4 2019 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Patten Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q3 2019 | Q3 2019 | 1 |
Vanderbilt University | 1 | 1 | 9.45% | 9.45% | 9.45% | Q3 2023 | Q3 2023 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Pitti Group Wealth Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2016 | Q2 2016 | 1 |
GIRARD SECURITIES, INC. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2016 | Q2 2016 | 1 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2016 | Q3 2016 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2021 | Q2 2021 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Chicago Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Soros Fund Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 2.25% | 2.25% | 2.25% | Q1 2022 | Q1 2022 | 1 |
PFG Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 13.74% | 13.74% | 13.74% | Q2 2022 | Q2 2022 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q3 2017 | Q3 2017 | 1 |
Raffles Associates | 1 | 1 | 2.09% | 2.09% | 2.09% | Q4 2020 | Q4 2020 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Connacht Asset Management LP | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2022 | Q2 2022 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2019 | Q2 2019 | 1 |
TFG Asset Management GP Ltd | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2018 | Q4 2018 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ZWEIG ADVISERS LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2016 | Q2 2016 | 1 |
Nationwide Asset Management LLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q1 2022 | Q1 2022 | 1 |
Skylands Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Jordan Park Group LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
Airain ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Integrity Financial Corp /WA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ariose Capital Management Ltd | 1 | 1 | 4.92% | 4.92% | 4.92% | Q1 2018 | Q1 2018 | 1 |
GLOBAL STRATEGIC MANAGEMENT INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2019 | Q3 2019 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Advisor OS, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2021 | Q4 2021 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 3.18% | 3.18% | 3.18% | Q3 2019 | Q3 2019 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
Epstein & White Financial LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2017 | Q4 2017 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
All Terrain Financial Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 18.81% | 18.81% | 18.81% | Q3 2019 | Q3 2019 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Freed Investment Group | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2020 | Q4 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Jessup Wealth Management, Inc | 1 | 1 | 3.24% | 3.24% | 3.24% | Q2 2023 | Q2 2023 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2016 | Q3 2016 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own VANECK VECTORS ETF TR or have owned VANECK VECTORS ETF TR in the past.