Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 120 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.03% | 0.23% | Q2 2013 | Q3 2023 | 94 |
JANE STREET GROUP, LLC | 32 | 6 | 0.00% | 0.05% | 0.41% | Q1 2014 | Q3 2023 | 88 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 87 |
Citadel Advisors | 29 | 1 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q3 2023 | 86 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.24% | Q4 2015 | Q3 2023 | 83 |
Walleye Trading LLC | 20 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2019 | 64 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.03% | 0.08% | Q1 2012 | Q3 2023 | 58 |
UBS Group AG | 36 | 36 | 0.00% | 0.07% | 0.25% | Q4 2014 | Q3 2023 | 56 |
Parallax Volatility Advisers, L.P. | 20 | 1 | 0.00% | 0.01% | 0.15% | Q3 2013 | Q4 2022 | 54 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.06% | Q1 2009 | Q3 2023 | 49 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.09% | Q1 2013 | Q3 2023 | 49 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 46 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 46 |
SIGNATUREFD, LLC | 41 | 41 | 0.00% | 5.82% | 31.92% | Q3 2013 | Q3 2023 | 46 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.01% | 0.10% | 0.16% | Q1 2012 | Q3 2023 | 46 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 44 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 44 |
Veritable, L.P. | 43 | 43 | 0.02% | 0.19% | 0.33% | Q4 2012 | Q2 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.07% | 0.41% | 1.48% | Q1 2013 | Q3 2023 | 43 |
Stairway Partners, LLC | 43 | 43 | 1.48% | 5.79% | 7.24% | Q2 2013 | Q4 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.00% | 0.14% | 0.56% | Q1 2013 | Q3 2023 | 43 |
Stelac Advisory Services LLC | 42 | 1 | 3.81% | 10.50% | 16.61% | Q4 2012 | Q3 2023 | 43 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 2.01% | 3.05% | 4.08% | Q2 2013 | Q3 2023 | 42 |
PARTHENON LLC | 42 | 42 | 0.20% | 0.28% | 0.38% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.28% | 0.72% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.03% | 0.19% | 0.50% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.01% | 0.31% | 1.96% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.16% | 0.49% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
S&CO INC | 42 | 42 | 0.17% | 0.40% | 0.88% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.48% | 1.92% | 3.85% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.04% | 0.28% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Karpus Management, Inc. | 42 | 42 | 0.61% | 3.03% | 6.74% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.00% | 0.73% | 2.80% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.16% | 0.80% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.17% | 1.42% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.08% | 0.25% | 0.46% | Q2 2013 | Q3 2023 | 42 |
HEADINVEST, LLC | 42 | 42 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Hudock, Inc. | 42 | 42 | 0.05% | 0.20% | 1.26% | Q2 2013 | Q3 2023 | 42 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q1 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 41 | 41 | 0.00% | 0.00% | 0.05% | Q3 2013 | Q3 2023 | 41 |
BROWN BROTHERS HARRIMAN & CO | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
SCOTIA CAPITAL INC. | 41 | 41 | 0.01% | 0.08% | 0.14% | Q3 2013 | Q3 2023 | 41 |
B. Riley Wealth Advisors, Inc. | 41 | 41 | 0.02% | 0.08% | 0.17% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.06% | 0.18% | 0.57% | Q3 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.70% | 4.24% | Q3 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 2 | 0.01% | 0.14% | 0.86% | Q2 2013 | Q3 2023 | 41 |
Fisher Asset Management, LLC | 41 | 41 | 0.04% | 0.08% | 0.14% | Q3 2013 | Q3 2023 | 41 |
Shoker Investment Counsel, Inc. | 40 | 40 | 0.12% | 1.93% | 4.36% | Q4 2013 | Q3 2023 | 40 |
Pictet North America Advisors SA | 40 | 40 | 0.55% | 1.99% | 4.17% | Q4 2013 | Q3 2023 | 40 |
Telos Capital Management, Inc. | 40 | 40 | 0.15% | 0.31% | 0.46% | Q4 2013 | Q3 2023 | 40 |
WHITTIER TRUST CO | 40 | 40 | 0.01% | 0.07% | 0.22% | Q4 2013 | Q3 2023 | 40 |
DUNCKER STREETT & CO INC | 24 | 16 | 0.01% | 0.04% | 0.16% | Q3 2013 | Q3 2023 | 40 |
Ledyard National Bank | 26 | 14 | 0.01% | 1.18% | 4.74% | Q2 2013 | Q3 2023 | 40 |
E&G Advisors, LP | 40 | 40 | 0.54% | 1.20% | 2.75% | Q4 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.86% | 1.42% | 1.91% | Q4 2013 | Q3 2023 | 40 |
Blue Edge Capital, LLC | 40 | 40 | 1.75% | 5.35% | 9.19% | Q4 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.18% | 0.43% | 0.84% | Q4 2013 | Q3 2023 | 40 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 26 | 14 | 0.06% | 0.21% | 1.43% | Q3 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 29 | 11 | 0.01% | 0.18% | 0.51% | Q3 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 40 |
PEAPACK GLADSTONE FINANCIAL CORP | 40 | 40 | 0.65% | 1.18% | 1.88% | Q4 2013 | Q3 2023 | 40 |
Haverford Trust Co | 40 | 40 | 0.01% | 0.65% | 1.25% | Q4 2013 | Q3 2023 | 40 |
HOWE & RUSLING INC | 38 | 1 | 0.00% | 0.04% | 0.70% | Q3 2013 | Q2 2023 | 39 |
Rafferty Asset Management, LLC | 30 | 3 | 0.03% | 0.29% | 1.03% | Q2 2013 | Q3 2023 | 39 |
BNP PARIBAS FINANCIAL MARKETS | 37 | 2 | 0.00% | 0.03% | 0.16% | Q4 2013 | Q3 2023 | 39 |
TORONTO DOMINION BANK | 23 | 16 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 39 |
MONTAG A & ASSOCIATES INC | 26 | 13 | 0.00% | 0.39% | 2.11% | Q3 2013 | Q3 2023 | 39 |
CAPTRUST FINANCIAL ADVISORS | 29 | 1 | 0.00% | 0.16% | 1.41% | Q3 2013 | Q3 2023 | 39 |
Palisades Hudson Asset Management, L.P. | 39 | 39 | 0.24% | 1.53% | 2.54% | Q1 2014 | Q3 2023 | 39 |
VANGUARD GROUP INC | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
WHITTIER TRUST CO OF NEVADA INC | 39 | 39 | 0.00% | 0.04% | 0.17% | Q1 2014 | Q3 2023 | 39 |
Rathbones Group PLC | 39 | 39 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.05% | 0.16% | Q1 2014 | Q3 2023 | 39 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 38 | 38 | 0.00% | 0.05% | 0.18% | Q2 2014 | Q3 2023 | 38 |
Portfolio Solutions, LLC | 38 | 38 | 5.96% | 8.95% | 9.98% | Q2 2013 | Q3 2022 | 38 |
COMERICA BANK | 28 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 38 |
Brinker Capital Investments, LLC | 37 | 1 | 0.01% | 1.43% | 4.32% | Q2 2013 | Q4 2022 | 38 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 26 | 5 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 38 |
TD ASSET MANAGEMENT INC | 27 | 1 | 0.00% | 0.01% | 0.17% | Q2 2013 | Q3 2023 | 38 |
Texas Yale Capital Corp. | 27 | 11 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q1 2023 | 38 |
OPPENHEIMER & CO INC | 24 | 2 | 0.00% | 0.07% | 0.26% | Q3 2013 | Q3 2023 | 38 |
Garde Capital, Inc. | 38 | 38 | 4.21% | 6.06% | 8.01% | Q2 2014 | Q3 2023 | 38 |
BOKF, NA | 32 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 38 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 38 |
MUFG Americas Holdings Corp | 34 | 3 | 0.00% | 0.04% | 0.22% | Q1 2013 | Q3 2022 | 37 |
Evercore Wealth Management, LLC | 17 | 5 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 37 |
Covington Capital Management | 30 | 7 | 0.18% | 1.08% | 2.16% | Q2 2013 | Q3 2022 | 37 |
FACTORY MUTUAL INSURANCE CO | 25 | 12 | 0.21% | 1.44% | 2.23% | Q2 2013 | Q3 2023 | 37 |
GFS Advisors, LLC | 33 | 4 | 0.09% | 0.40% | 1.77% | Q2 2014 | Q3 2023 | 37 |
JOHNSON INVESTMENT COUNSEL INC | 17 | 9 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 37 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 37 | 37 | 0.04% | 0.25% | 0.41% | Q3 2014 | Q3 2023 | 37 |
Harbour Capital Advisors, LLC | 15 | 2 | 0.06% | 0.19% | 0.39% | Q1 2013 | Q2 2023 | 37 |
EATON VANCE MANAGEMENT | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2022 | 37 |
DAVENPORT & Co LLC | 22 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.26% | 0.83% | 2.15% | Q4 2014 | Q3 2023 | 36 |
BTC Capital Management, Inc. | 21 | 15 | 0.22% | 0.26% | 0.29% | Q3 2014 | Q3 2023 | 36 |
FARMERS & MERCHANTS INVESTMENTS INC | 36 | 36 | 0.01% | 0.26% | 0.44% | Q4 2014 | Q3 2023 | 36 |
Bray Capital Advisors | 36 | 36 | 0.06% | 0.40% | 2.05% | Q4 2014 | Q3 2023 | 36 |
SOL Capital Management CO | 36 | 36 | 0.14% | 0.44% | 0.58% | Q4 2014 | Q3 2023 | 36 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 29 | 7 | 0.02% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 36 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 12 | 0.00% | 0.18% | 0.88% | Q2 2013 | Q4 2022 | 36 |
Greenwich Wealth Management LLC | 36 | 36 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q1 2022 | 36 |
NOMURA ASSET MANAGEMENT CO LTD | 21 | 1 | 0.00% | 0.15% | 0.78% | Q2 2013 | Q3 2023 | 36 |
STATE STREET CORP | 20 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
MATHER GROUP, LLC. | 35 | 35 | 4.22% | 8.46% | 10.88% | Q1 2015 | Q3 2023 | 35 |
Perkins Coie Trust Co | 35 | 35 | 0.02% | 0.17% | 0.45% | Q4 2013 | Q2 2022 | 35 |
AGF INVESTMENTS INC. | 35 | 35 | 0.00% | 0.03% | 0.50% | Q2 2013 | Q4 2021 | 35 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 2 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 35 |
KINGS POINT CAPITAL MANAGEMENT | 35 | 35 | 0.01% | 0.72% | 3.14% | Q3 2013 | Q1 2022 | 35 |
Focused Wealth Management, Inc | 35 | 35 | 0.00% | 1.05% | 5.54% | Q1 2015 | Q3 2023 | 35 |
Lowe Wealth Advisors, LLC | 35 | 35 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2023 | 35 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.08% | 0.21% | Q4 2013 | Q3 2023 | 35 |
COMMERCE BANK | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2022 | 35 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 35 | 35 | 1.20% | 1.60% | 2.91% | Q1 2015 | Q3 2023 | 35 |
MOLLER WEALTH PARTNERS | 27 | 1 | 0.13% | 2.84% | 8.83% | Q2 2013 | Q3 2023 | 35 |
Winch Advisory Services, LLC | 30 | 2 | 0.01% | 0.63% | 4.18% | Q1 2014 | Q3 2023 | 34 |
M&T BANK CORP | 24 | 4 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2023 | 34 |
MCMILLION CAPITAL MANAGEMENT INC | 34 | 34 | 0.76% | 1.14% | 2.07% | Q1 2015 | Q2 2023 | 34 |
Analyst IMS Investment Management Services Ltd. | 19 | 15 | 0.01% | 0.36% | 1.57% | Q1 2015 | Q3 2023 | 34 |
Alexandria Capital, LLC | 34 | 34 | 0.21% | 3.15% | 7.51% | Q2 2013 | Q3 2021 | 34 |
Psagot Value Holdings Ltd. | 34 | 34 | 0.06% | 2.72% | 6.06% | Q2 2013 | Q3 2021 | 34 |
Boston Trust Walden Corp | 34 | 34 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2021 | 34 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.06% | 0.51% | Q2 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.03% | 0.21% | Q2 2015 | Q3 2023 | 34 |
GOULD ASSET MANAGEMENT LLC /CA/ | 27 | 7 | 0.06% | 0.43% | 2.00% | Q2 2013 | Q4 2021 | 34 |
GOFEN & GLOSSBERG LLC /IL/ | 32 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2022 | 34 |
Altavista Wealth Management, Inc. | 28 | 6 | 0.12% | 0.22% | 0.48% | Q2 2013 | Q4 2021 | 34 |
Cetera Advisor Networks LLC | 21 | 13 | 0.01% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 34 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 34 | 34 | 0.29% | 0.41% | 0.60% | Q2 2013 | Q3 2021 | 34 |
Sigma Planning Corp | 34 | 34 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q2 2023 | 34 |
BlackRock Inc. | 32 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
Compagnie Lombard Odier SCmA | 30 | 3 | 0.00% | 0.07% | 0.17% | Q4 2013 | Q3 2023 | 33 |
FIRST MANHATTAN CO. LLC. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 1.15% | 2.76% | Q1 2014 | Q1 2022 | 33 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 20 | 13 | 0.03% | 0.77% | 7.65% | Q1 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.14% | 1.66% | 5.30% | Q4 2015 | Q4 2023 | 33 |
PINNACLE ASSOCIATES LTD | 33 | 33 | 0.01% | 0.09% | 0.18% | Q3 2015 | Q3 2023 | 33 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 27 | 1 | 0.03% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 33 |
Neuberger Berman Group LLC | 15 | 3 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 33 |
Hanson & Doremus Investment Management | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
BANK OF NOVA SCOTIA | 12 | 1 | 0.00% | 0.18% | 1.30% | Q1 2013 | Q3 2023 | 33 |
Windham Capital Management, LLC | 33 | 33 | 0.47% | 2.90% | 5.59% | Q3 2015 | Q3 2023 | 33 |
Morningstar Investment Services LLC | 22 | 11 | 0.01% | 0.21% | 0.55% | Q2 2013 | Q2 2022 | 33 |
Mariner, LLC | 18 | 1 | 0.00% | 0.16% | 1.16% | Q2 2013 | Q3 2023 | 32 |
Coastline Trust Co | 32 | 32 | 0.05% | 0.14% | 0.18% | Q3 2014 | Q2 2022 | 32 |
Institute for Wealth Management, LLC. | 19 | 3 | 0.14% | 0.48% | 2.10% | Q2 2013 | Q3 2023 | 32 |
Granite Investment Advisors, LLC | 32 | 32 | 0.05% | 0.16% | 0.30% | Q4 2013 | Q3 2021 | 32 |
WEBSTER BANK, N. A. | 28 | 1 | 0.01% | 0.25% | 1.24% | Q3 2014 | Q3 2023 | 32 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 32 |
WELCH & FORBES LLC | 30 | 2 | 0.00% | 0.05% | 0.17% | Q1 2015 | Q1 2023 | 32 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 28 | 4 | 0.00% | 0.04% | 0.08% | Q2 2015 | Q2 2023 | 32 |
Mirae Asset Global Investments Co., Ltd. | 32 | 32 | 0.06% | 0.24% | 0.96% | Q4 2015 | Q3 2023 | 32 |
BANQUE PICTET & CIE SA | 32 | 32 | 0.11% | 0.26% | 0.60% | Q3 2015 | Q2 2023 | 32 |
Carroll Financial Associates, Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 31 |
First Horizon Advisors, Inc. | 20 | 2 | 0.00% | 0.01% | 0.13% | Q3 2013 | Q1 2023 | 31 |
CWM, LLC | 23 | 8 | 0.00% | 0.16% | 1.35% | Q4 2015 | Q3 2023 | 31 |
BRADLEY FOSTER & SARGENT INC/CT | 23 | 8 | 0.01% | 0.08% | 0.20% | Q3 2014 | Q2 2022 | 31 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 26 | 5 | 0.00% | 0.15% | 0.37% | Q1 2015 | Q3 2023 | 31 |
MML INVESTORS SERVICES, LLC | 26 | 5 | 0.02% | 0.88% | 5.55% | Q2 2015 | Q3 2023 | 31 |
Pinnacle Wealth Management Advisory Group, LLC | 31 | 31 | 0.04% | 0.75% | 2.04% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.03% | 0.22% | Q1 2016 | Q3 2023 | 31 |
THRIVENT FINANCIAL FOR LUTHERANS | 20 | 5 | 0.00% | 0.44% | 0.98% | Q2 2015 | Q2 2022 | 31 |
Allianz Asset Management GmbH | 17 | 4 | 0.00% | 0.01% | 0.10% | Q2 2015 | Q3 2023 | 31 |
TCI Wealth Advisors, Inc. | 30 | 1 | 0.00% | 0.02% | 0.04% | Q4 2012 | Q3 2021 | 31 |
Ifrah Financial Services, Inc. | 26 | 5 | 0.09% | 0.23% | 0.64% | Q2 2013 | Q4 2021 | 31 |
BOK Financial Private Wealth, Inc. | 25 | 6 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 31 |
Intercontinental Wealth Advisors, LLC | 31 | 31 | 0.41% | 0.75% | 2.39% | Q4 2015 | Q2 2023 | 31 |
Cetera Investment Advisers | 28 | 3 | 0.01% | 0.07% | 0.16% | Q4 2015 | Q3 2023 | 31 |
Harel Insurance Investments & Financial Services Ltd. | 31 | 31 | 0.00% | 0.03% | 0.18% | Q1 2016 | Q3 2023 | 31 |
Litman Gregory Wealth Management LLC | 29 | 2 | 0.02% | 9.12% | 26.93% | Q4 2015 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.06% | 0.10% | 0.15% | Q1 2016 | Q3 2023 | 31 |
CAPITAL MANAGEMENT CORP /VA | 29 | 1 | 0.07% | 0.19% | 0.33% | Q3 2014 | Q1 2022 | 30 |
NatWest Group plc | 15 | 5 | 0.03% | 0.74% | 1.91% | Q2 2013 | Q3 2021 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.20% | 0.44% | Q2 2013 | Q3 2020 | 30 |
IndexIQ Advisors LLC | 14 | 1 | 0.00% | 0.98% | 3.68% | Q1 2014 | Q1 2022 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 29 |
Novo Holdings A/S | 29 | 29 | 8.16% | 22.12% | 37.60% | Q4 2009 | Q4 2016 | 29 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 26 | 3 | 0.05% | 0.16% | 0.60% | Q1 2015 | Q2 2022 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 0.06% | 0.29% | 0.51% | Q3 2016 | Q3 2023 | 29 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 29 |
TELEMUS CAPITAL, LLC | 24 | 5 | 0.02% | 0.15% | 1.11% | Q3 2013 | Q4 2021 | 29 |
Cubic Asset Management, LLC | 29 | 29 | 0.13% | 0.18% | 0.25% | Q2 2015 | Q2 2022 | 29 |
PRUDENTIAL FINANCIAL INC | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 29 |
JAG CAPITAL MANAGEMENT, LLC | 20 | 2 | 0.02% | 0.06% | 0.12% | Q1 2015 | Q2 2023 | 29 |
KCM INVESTMENT ADVISORS LLC | 26 | 3 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 29 |
Itau Unibanco Holding S.A. | 21 | 8 | 0.04% | 2.57% | 6.64% | Q2 2016 | Q3 2023 | 29 |
Sandy Spring Bank | 13 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 29 |
EXENCIAL WEALTH ADVISORS, LLC | 9 | 1 | 0.01% | 0.11% | 0.23% | Q1 2013 | Q3 2023 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.03% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Millburn Ridgefield Corp | 28 | 28 | 0.20% | 1.05% | 1.39% | Q4 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 28 |
FDx Advisors, Inc. | 13 | 1 | 0.02% | 0.16% | 0.85% | Q2 2014 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.22% | 1.62% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.01% | 0.16% | 0.74% | Q4 2016 | Q3 2023 | 28 |
Summit Asset Management, LLC | 28 | 28 | 0.14% | 2.81% | 3.92% | Q4 2016 | Q3 2023 | 28 |
GenTrust, LLC | 28 | 28 | 2.24% | 6.91% | 9.26% | Q4 2016 | Q3 2023 | 28 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.10% | 0.41% | Q2 2013 | Q3 2019 | 28 |
BigSur Wealth Management LLC | 28 | 28 | 1.00% | 3.51% | 5.11% | Q4 2016 | Q3 2023 | 28 |
Banco Santander, S.A. | 28 | 28 | 0.06% | 0.25% | 0.42% | Q4 2016 | Q3 2023 | 28 |
CHATHAM CAPITAL GROUP, INC. | 28 | 28 | 0.10% | 2.01% | 4.42% | Q3 2015 | Q2 2022 | 28 |
Lido Advisors, LLC | 28 | 28 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Catalyst Capital Advisors LLC | 28 | 28 | 0.09% | 0.80% | 1.16% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.02% | 0.12% | 0.42% | Q2 2013 | Q1 2020 | 28 |
Narwhal Capital Management | 28 | 28 | 0.04% | 0.10% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Twin Tree Management, LP | 8 | 1 | 0.00% | 0.07% | 0.27% | Q1 2017 | Q1 2022 | 28 |
Asset Management One Co., Ltd. | 28 | 28 | 0.79% | 1.53% | 1.95% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.03% | 0.13% | 0.33% | Q4 2016 | Q3 2023 | 28 |
Koshinski Asset Management, Inc. | 14 | 4 | 0.02% | 0.15% | 0.50% | Q2 2016 | Q3 2023 | 28 |
Greytown Advisors Inc. | 28 | 28 | 3.51% | 11.71% | 17.57% | Q4 2016 | Q3 2023 | 28 |
F&V Capital Management, LLC | 27 | 27 | 0.41% | 0.67% | 1.03% | Q1 2017 | Q3 2023 | 27 |
RITHOLTZ WEALTH MANAGEMENT | 26 | 1 | 0.09% | 4.27% | 12.10% | Q4 2016 | Q3 2023 | 27 |
TOMPKINS FINANCIAL CORP | 16 | 1 | 0.00% | 1.17% | 4.70% | Q3 2014 | Q4 2023 | 27 |
Caprock Group, LLC | 15 | 1 | 0.03% | 0.66% | 4.20% | Q1 2015 | Q3 2023 | 27 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 27 | 27 | 0.01% | 0.03% | 0.11% | Q4 2013 | Q2 2020 | 27 |
CUMBERLAND ADVISORS INC | 13 | 2 | 0.08% | 0.29% | 1.82% | Q3 2013 | Q3 2023 | 27 |
10-15 ASSOCIATES, INC. | 27 | 27 | 0.13% | 0.52% | 0.98% | Q1 2014 | Q3 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.04% | 0.29% | 0.64% | Q2 2013 | Q4 2019 | 27 |
Bragg Financial Advisors, Inc | 27 | 27 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q4 2019 | 27 |
Atria Investments, Inc | 18 | 2 | 0.01% | 0.33% | 0.82% | Q2 2013 | Q2 2023 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.00% | 0.05% | 0.10% | Q4 2014 | Q3 2021 | 27 |
InterOcean Capital, LLC | 27 | 27 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q4 2019 | 27 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 15 | 12 | 0.01% | 0.32% | 0.79% | Q2 2013 | Q3 2023 | 27 |
HOWLAND CAPITAL MANAGEMENT LLC | 23 | 4 | 0.02% | 0.98% | 2.39% | Q2 2013 | Q3 2023 | 27 |
OPTIMUM INVESTMENT ADVISORS | 19 | 7 | 0.06% | 0.17% | 0.35% | Q3 2013 | Q4 2021 | 26 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.04% | 2.31% | 8.34% | Q3 2015 | Q4 2021 | 26 |
GSB Wealth Management, LLC | 26 | 26 | 0.16% | 1.74% | 3.75% | Q2 2017 | Q3 2023 | 26 |
Alley Co LLC | 21 | 5 | 0.05% | 0.20% | 0.38% | Q2 2013 | Q4 2019 | 26 |
ProVise Management Group, LLC | 26 | 26 | 0.03% | 0.07% | 0.12% | Q3 2013 | Q4 2019 | 26 |
K.J. Harrison & Partners Inc | 26 | 26 | 0.08% | 0.24% | 0.38% | Q3 2013 | Q4 2019 | 26 |
DIMENSION CAPITAL MANAGEMENT LLC | 26 | 26 | 0.33% | 0.79% | 1.54% | Q2 2017 | Q3 2023 | 26 |
Keeley-Teton Advisors, LLC | 17 | 9 | 0.03% | 0.07% | 0.24% | Q1 2017 | Q3 2023 | 26 |
Transamerica Financial Advisors, Inc. | 14 | 1 | 0.00% | 0.12% | 0.95% | Q2 2013 | Q1 2023 | 26 |
Bartlett & Co. LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Drexel Morgan & Co. | 26 | 26 | 0.08% | 0.41% | 1.19% | Q1 2015 | Q2 2021 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q3 2019 | 26 |
Advisors Capital Management, LLC | 26 | 26 | 0.04% | 0.16% | 0.25% | Q3 2013 | Q4 2019 | 26 |
Mraz, Amerine & Associates, Inc. | 26 | 26 | 0.06% | 0.10% | 0.13% | Q1 2017 | Q2 2023 | 26 |
Cerity Partners LLC | 25 | 25 | 0.01% | 0.04% | 0.07% | Q3 2017 | Q3 2023 | 25 |
COURIER CAPITAL LLC | 25 | 25 | 0.29% | 0.60% | 1.48% | Q3 2017 | Q3 2023 | 25 |
AXA S.A. | 25 | 25 | 0.00% | 0.10% | 0.17% | Q3 2013 | Q3 2019 | 25 |
Stellar Capital Management, LLC | 15 | 10 | 1.43% | 2.04% | 2.67% | Q1 2014 | Q2 2020 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.01% | 0.06% | 0.38% | Q4 2014 | Q4 2020 | 25 |
Vivaldi Capital Management LP | 25 | 25 | 0.00% | 0.23% | 1.90% | Q1 2017 | Q1 2023 | 25 |
Wunderlich Capital Managemnt | 17 | 8 | 0.17% | 0.25% | 0.32% | Q1 2016 | Q2 2022 | 25 |
O'Dell Group, LLC | 24 | 1 | 0.01% | 4.88% | 6.90% | Q4 2016 | Q2 2023 | 25 |
CIBC Private Wealth Group, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 25 |
Zurich Insurance Group Ltd/FI | 22 | 3 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q3 2023 | 25 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.07% | 3.00% | 16.88% | Q4 2013 | Q3 2023 | 25 |
Parkside Financial Bank & Trust | 18 | 7 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q4 2021 | 25 |
Janney Capital Management LLC | 15 | 1 | 0.00% | 0.08% | 0.86% | Q2 2013 | Q3 2023 | 25 |
Jacobi Capital Management LLC | 13 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 24 |
Northeast Financial Consultants Inc | 24 | 24 | 0.02% | 0.09% | 0.16% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.11% | 0.31% | 0.80% | Q4 2017 | Q3 2023 | 24 |
1832 Asset Management L.P. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2021 | 24 |
Ancora Advisors LLC | 17 | 2 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 24 |
NEXT Financial Group, Inc | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2021 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 2.53% | 4.70% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
WealthTrust Fairport, LLC | 24 | 24 | 0.85% | 6.30% | 11.55% | Q2 2013 | Q1 2019 | 24 |
Ausdal Financial Partners, Inc. | 12 | 12 | 0.12% | 0.51% | 0.92% | Q4 2015 | Q3 2023 | 24 |
USCA RIA LLC | 24 | 24 | 0.04% | 0.10% | 0.14% | Q3 2015 | Q2 2021 | 24 |
ALLIANCEBERNSTEIN L.P. | 11 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 24 |
COOPER/HAIMS ADVISORS, LLC | 24 | 24 | 7.22% | 10.70% | 13.84% | Q4 2017 | Q3 2023 | 24 |
BHK Investment Advisors, LLC | 24 | 24 | 1.84% | 3.45% | 5.85% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 24 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q2 2020 | 24 |
Migdal Insurance & Financial Holdings Ltd. | 15 | 9 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.01% | 0.14% | 1.35% | Q4 2017 | Q3 2023 | 24 |
People's United Financial, Inc. | 15 | 1 | 0.01% | 0.01% | 0.06% | Q4 2013 | Q1 2022 | 24 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 1 | 0.00% | 0.04% | 0.10% | Q2 2014 | Q3 2023 | 24 |
HARBOR ADVISORY CORP /MA/ | 24 | 24 | 3.42% | 5.79% | 8.25% | Q4 2017 | Q3 2023 | 24 |
Allworth Financial LP | 22 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 23 |
WealthShield Partners, LLC | 14 | 9 | 0.04% | 0.27% | 0.60% | Q4 2017 | Q3 2023 | 23 |
Money Design Co.,Ltd. | 22 | 1 | 0.01% | 4.23% | 9.34% | Q3 2017 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Dorsey & Whitney Trust CO LLC | 23 | 23 | 0.09% | 0.15% | 0.26% | Q1 2018 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.05% | 0.07% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Barnett & Company, Inc. | 21 | 2 | 0.00% | 0.08% | 0.27% | Q1 2016 | Q4 2021 | 23 |
Donald L. Hagan, LLC | 13 | 2 | 0.09% | 2.57% | 6.19% | Q2 2015 | Q2 2022 | 23 |
Chanos & Co LP | 17 | 6 | 0.56% | 2.09% | 6.03% | Q2 2013 | Q1 2020 | 23 |
Financial Architects, Inc | 12 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q1 2020 | 23 |
Barber Financial Group, Inc. | 23 | 23 | 0.04% | 0.51% | 2.12% | Q4 2016 | Q2 2022 | 23 |
Lattice Strategies LLC | 23 | 23 | 0.50% | 2.62% | 6.94% | Q2 2013 | Q4 2018 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q2 2022 | 23 |
Highlander Capital Management, LLC | 23 | 23 | 0.04% | 0.12% | 0.21% | Q2 2013 | Q4 2018 | 23 |
JANUS HENDERSON GROUP PLC | 11 | 4 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 23 |
Baystate Wealth Management LLC | 14 | 1 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 23 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 23 | 23 | 0.03% | 0.47% | 1.28% | Q2 2014 | Q4 2019 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 1.46% | 2.27% | 3.48% | Q1 2018 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
SALEM INVESTMENT COUNSELORS INC | 18 | 4 | 0.01% | 0.03% | 0.26% | Q2 2016 | Q3 2023 | 22 |
Cypress Wealth Services, LLC | 19 | 3 | 0.06% | 0.10% | 0.25% | Q4 2017 | Q2 2023 | 22 |
Gradient Investments LLC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 22 |
AE Wealth Management LLC | 22 | 22 | 0.01% | 0.04% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.12% | 0.26% | 0.43% | Q2 2018 | Q3 2023 | 22 |
Cranberry Lake Advisors LLC | 22 | 22 | 7.30% | 11.18% | 18.69% | Q2 2013 | Q3 2018 | 22 |
Essex Financial Services, Inc. | 12 | 1 | 0.04% | 0.08% | 0.12% | Q2 2015 | Q3 2023 | 22 |
FINANCIAL LIFE ADVISORS | 22 | 22 | 0.28% | 0.79% | 2.40% | Q4 2017 | Q1 2023 | 22 |
Ashfield Capital Partners, LLC | 16 | 6 | 0.02% | 0.16% | 0.35% | Q3 2013 | Q2 2020 | 22 |
Allen Investment Management, LLC | 15 | 7 | 0.01% | 0.18% | 0.59% | Q2 2016 | Q2 2022 | 22 |
Sunbelt Securities, Inc. | 22 | 22 | 0.03% | 0.28% | 0.78% | Q2 2018 | Q3 2023 | 22 |
OLD SECOND NATIONAL BANK OF AURORA | 13 | 9 | 0.01% | 1.02% | 3.45% | Q2 2017 | Q3 2023 | 22 |
COLONY GROUP LLC | 7 | 2 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q2 2022 | 22 |
Jolley Asset Management, LLC | 21 | 1 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q4 2019 | 22 |
Dakota Wealth Management | 22 | 22 | 0.02% | 0.25% | 1.06% | Q2 2018 | Q3 2023 | 22 |
Torch Wealth Management LLC | 22 | 22 | 1.39% | 1.71% | 2.08% | Q3 2014 | Q4 2019 | 22 |
American Research & Management Co. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 22 |
Oliver Luxxe Assets LLC | 22 | 22 | 0.60% | 2.42% | 5.16% | Q4 2016 | Q1 2022 | 22 |
MADISON INVESTMENT HOLDINGS INC | 12 | 4 | 0.01% | 0.54% | 1.38% | Q3 2013 | Q3 2019 | 22 |
SEI INVESTMENTS CO | 18 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 21 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 13 | 3 | 0.04% | 0.95% | 2.42% | Q4 2014 | Q4 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Capital Advisors, Ltd. LLC | 21 | 21 | 0.01% | 0.03% | 0.08% | Q2 2014 | Q2 2019 | 21 |
Accredited Investors Inc. | 21 | 21 | 0.13% | 0.28% | 0.46% | Q2 2013 | Q2 2018 | 21 |
MYCIO WEALTH PARTNERS, LLC | 11 | 10 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q4 2019 | 21 |
Clal Insurance Enterprises Holdings Ltd | 19 | 2 | 0.00% | 0.14% | 0.95% | Q4 2014 | Q3 2020 | 21 |
Ayalon Insurance Comp Ltd. | 13 | 8 | 0.07% | 0.41% | 1.00% | Q1 2015 | Q2 2021 | 21 |
WOODMONT INVESTMENT COUNSEL LLC | 11 | 10 | 0.02% | 0.05% | 0.09% | Q2 2015 | Q2 2023 | 21 |
NWAM LLC | 19 | 2 | 0.04% | 0.16% | 0.39% | Q1 2013 | Q3 2023 | 21 |
PRUDENTIAL PLC | 21 | 21 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 21 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 1 | 0.00% | 0.10% | 0.34% | Q2 2014 | Q4 2023 | 21 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.02% | 0.12% | Q4 2014 | Q3 2023 | 21 |
Family Firm, Inc. | 20 | 1 | 0.08% | 0.13% | 0.21% | Q3 2016 | Q3 2023 | 21 |
IRON Financial LLC | 21 | 21 | 0.15% | 0.35% | 3.47% | Q1 2015 | Q1 2020 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.03% | 0.06% | 0.15% | Q1 2017 | Q3 2023 | 21 |
FRANKLIN RESOURCES INC | 14 | 3 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 21 |
Elm Partners Management LLC | 20 | 20 | 5.21% | 8.75% | 13.43% | Q4 2018 | Q3 2023 | 20 |
Xcel Wealth Management, LLC | 20 | 20 | 0.09% | 0.64% | 2.37% | Q4 2018 | Q3 2023 | 20 |
Sowell Financial Services LLC | 10 | 4 | 0.00% | 0.24% | 0.69% | Q4 2016 | Q2 2023 | 20 |
Sequent Asset Management, LLC | 20 | 20 | 0.20% | 1.43% | 1.86% | Q2 2014 | Q1 2019 | 20 |
Venturi Wealth Management, LLC | 20 | 20 | 0.00% | 0.07% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Kingsview Wealth Management, LLC | 7 | 3 | 0.00% | 0.09% | 0.34% | Q4 2017 | Q4 2021 | 20 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 11 | 9 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2020 | 20 |
Prism Advisors, Inc. | 20 | 20 | 0.35% | 0.56% | 1.14% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 20 |
First City Capital Management, Inc. | 20 | 20 | 0.19% | 0.23% | 0.26% | Q4 2013 | Q3 2018 | 20 |
Executive Wealth Management, LLC | 20 | 20 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
KCS Wealth Advisory | 20 | 20 | 0.22% | 0.42% | 0.74% | Q4 2018 | Q3 2023 | 20 |
Private Wealth Advisors, LLC | 20 | 20 | 0.07% | 0.24% | 0.66% | Q4 2018 | Q3 2023 | 20 |
Crescent Grove Advisors, LLC | 20 | 20 | 0.03% | 0.06% | 0.13% | Q4 2018 | Q3 2023 | 20 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20 | 20 | 2.42% | 2.93% | 4.12% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2022 | 20 |
Asset Planning Services, Ltd. | 15 | 5 | 0.10% | 0.16% | 0.22% | Q2 2015 | Q2 2020 | 20 |
One Day In July LLC | 20 | 20 | 0.13% | 0.58% | 1.44% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
NORTHERN CAPITAL MANAGEMENT LLC | 16 | 4 | 0.12% | 0.37% | 0.74% | Q3 2013 | Q4 2018 | 20 |
Intellectus Partners, LLC | 13 | 2 | 0.01% | 0.11% | 0.25% | Q4 2016 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 20 | 20 | 0.01% | 0.38% | 1.36% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2022 | 20 |
Realta Investment Advisors | 19 | 19 | 0.10% | 0.16% | 0.28% | Q1 2019 | Q3 2023 | 19 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 13 | 6 | 0.04% | 7.62% | 16.50% | Q4 2014 | Q1 2020 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
STEPHENS INC /AR/ | 10 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2021 | 19 |
MISSION WEALTH MANAGEMENT, LP | 18 | 1 | 0.02% | 0.11% | 0.20% | Q2 2015 | Q2 2023 | 19 |
Rothschild & Co Wealth Management UK Ltd | 19 | 19 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 19 |
PRIO WEALTH LIMITED PARTNERSHIP | 11 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 19 |
Private Portfolio Partners LLC | 14 | 5 | 0.06% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 19 |
RiverGlades Family Offices LLC | 14 | 1 | 1.00% | 1.36% | 1.57% | Q3 2018 | Q3 2023 | 19 |
Joel Isaacson & Co., LLC | 8 | 5 | 0.00% | 0.06% | 0.21% | Q1 2015 | Q3 2023 | 19 |
Fieldpoint Private Securities, LLC | 12 | 7 | 0.04% | 1.29% | 3.43% | Q1 2017 | Q2 2022 | 19 |
MAI Capital Management | 19 | 19 | 0.01% | 0.08% | 0.18% | Q1 2019 | Q3 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.19% | 0.33% | 0.49% | Q2 2013 | Q4 2017 | 19 |
AllSquare Wealth Management LLC | 19 | 19 | 0.01% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Oakworth Capital, Inc. | 19 | 19 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q1 2021 | 19 |
Ally Financial Inc. | 10 | 2 | 0.81% | 3.39% | 10.39% | Q4 2014 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.09% | 0.18% | 0.35% | Q2 2013 | Q4 2017 | 19 |
LAKE STREET PRIVATE WEALTH, LLC | 19 | 19 | 0.05% | 0.68% | 1.48% | Q1 2019 | Q3 2023 | 19 |
JNBA Financial Advisors | 7 | 2 | 0.00% | 0.73% | 13.71% | Q2 2013 | Q4 2022 | 19 |
INTEGRAL DERIVATIVES, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2017 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.03% | 0.11% | Q1 2019 | Q3 2023 | 19 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 9 | 0.02% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 19 |
North Forty Management, LLC | 18 | 18 | 8.68% | 10.42% | 13.08% | Q2 2013 | Q3 2017 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.09% | 0.26% | 0.37% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.08% | 0.29% | Q2 2013 | Q3 2014 | 18 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 17 | 1 | 0.06% | 0.15% | 0.51% | Q4 2018 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2017 | 18 |
Jefferies Group LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 18 |
Titus Wealth Management | 10 | 8 | 1.96% | 2.65% | 4.27% | Q4 2017 | Q2 2022 | 18 |
Smart Portfolios, LLC | 7 | 1 | 0.57% | 2.45% | 9.12% | Q1 2014 | Q2 2022 | 18 |
MURPHY CAPITAL MANAGEMENT INC | 13 | 1 | 0.03% | 0.04% | 0.10% | Q4 2015 | Q2 2022 | 18 |
Stillwater Capital Advisors, LLC | 13 | 2 | 0.06% | 0.25% | 0.60% | Q1 2014 | Q3 2019 | 18 |
Abbot Financial Management, Inc. | 11 | 7 | 0.17% | 0.43% | 0.80% | Q2 2017 | Q3 2023 | 18 |
Richard Bernstein Advisors LLC | 18 | 18 | 1.54% | 2.22% | 3.06% | Q2 2019 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Checchi Capital Advisers, LLC | 6 | 1 | 0.01% | 0.15% | 0.54% | Q2 2014 | Q3 2023 | 18 |
Kendall Capital Management | 18 | 18 | 0.23% | 4.42% | 9.36% | Q4 2017 | Q1 2022 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.26% | 0.33% | 0.39% | Q4 2017 | Q1 2022 | 18 |
Homrich & Berg | 18 | 18 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q1 2020 | 18 |
WOLVERINE ASSET MANAGEMENT LLC | 8 | 2 | 0.00% | 0.09% | 0.31% | Q2 2013 | Q2 2019 | 18 |
MIDDLETON & CO INC/MA | 17 | 1 | 0.05% | 0.46% | 1.75% | Q3 2013 | Q1 2018 | 18 |
Conservest Capital Advisors, Inc. | 11 | 6 | 0.05% | 2.18% | 5.06% | Q1 2017 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q2 2017 | 17 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 9 | 8 | 0.02% | 0.02% | 0.04% | Q1 2018 | Q2 2022 | 17 |
McNamara Financial Services, Inc. | 17 | 17 | 0.17% | 1.57% | 4.98% | Q1 2016 | Q1 2020 | 17 |
Sonora Investment Management, LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2021 | 17 |
Community Bank, N.A. | 17 | 17 | 0.00% | 0.36% | 1.44% | Q2 2017 | Q2 2021 | 17 |
Arete Wealth Advisors, LLC | 9 | 1 | 0.07% | 0.20% | 0.70% | Q4 2013 | Q3 2023 | 17 |
Evensky & Katz LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2019 | 17 |
Klingman & Associates, LLC | 9 | 8 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q1 2022 | 17 |
CIBC BANK USA | 17 | 17 | 0.04% | 1.44% | 9.63% | Q1 2014 | Q1 2018 | 17 |
Spruce Investment Advisors LLC | 17 | 17 | 1.47% | 6.40% | 18.49% | Q2 2013 | Q2 2017 | 17 |
BANK HAPOALIM BM | 7 | 4 | 0.01% | 1.24% | 4.57% | Q4 2013 | Q4 2021 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q4 2023 | 17 |
Regal Investment Advisors LLC | 10 | 1 | 0.01% | 0.22% | 0.85% | Q2 2013 | Q2 2021 | 17 |
HAP Trading, LLC | 4 | 1 | 0.00% | 0.20% | 1.76% | Q2 2014 | Q1 2023 | 17 |
Anchor Investment Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 17 |
Wellington Shields Capital Management, LLC | 12 | 5 | 0.06% | 0.14% | 0.31% | Q2 2015 | Q2 2020 | 17 |
Stearns Financial Services Group | 12 | 1 | 0.00% | 0.10% | 0.13% | Q4 2013 | Q2 2019 | 17 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 8 | 0.06% | 0.11% | 0.25% | Q4 2017 | Q3 2023 | 17 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.01% | 0.22% | 1.48% | Q4 2014 | Q2 2023 | 17 |
Liberty Capital Management, Inc. | 12 | 5 | 0.31% | 0.44% | 0.53% | Q2 2019 | Q3 2023 | 17 |
Clearstead Advisors, LLC | 15 | 2 | 0.00% | 0.04% | 0.14% | Q1 2017 | Q3 2023 | 17 |
RiverFront Investment Group, LLC | 10 | 1 | 0.02% | 3.78% | 9.65% | Q3 2009 | Q4 2020 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2017 | 17 |
ICONIQ Capital, LLC | 17 | 17 | 0.09% | 0.62% | 1.97% | Q3 2019 | Q3 2023 | 17 |
Jackson Hole Capital Partners, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 17 |
WEDBUSH SECURITIES INC | 6 | 1 | 0.01% | 0.06% | 0.16% | Q3 2013 | Q3 2023 | 17 |
FIDUCIARY TRUST CO | 17 | 17 | 0.01% | 0.06% | 0.27% | Q3 2019 | Q3 2023 | 17 |
Tolleson Wealth Management, Inc. | 17 | 17 | 0.36% | 0.56% | 0.94% | Q3 2019 | Q3 2023 | 17 |
6 Meridian | 17 | 17 | 0.91% | 1.50% | 2.02% | Q4 2017 | Q4 2021 | 17 |
LFA - Lugano Financial Advisors SA | 16 | 16 | 0.06% | 0.09% | 0.17% | Q4 2019 | Q3 2023 | 16 |
GRANDFIELD & DODD, LLC | 14 | 1 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q1 2019 | 16 |
Aptus Capital Advisors, LLC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.47% | 0.86% | 1.41% | Q4 2019 | Q3 2023 | 16 |
Ameraudi Asset Management, Inc. | 16 | 16 | 5.20% | 8.38% | 11.53% | Q4 2019 | Q3 2023 | 16 |
TFG Advisers LLC | 16 | 16 | 0.11% | 0.19% | 0.30% | Q4 2018 | Q3 2022 | 16 |
THOMPSON DAVIS & CO., INC. | 9 | 7 | 0.05% | 0.17% | 1.06% | Q3 2014 | Q3 2018 | 16 |
Callan Capital, LLC | 16 | 16 | 0.16% | 5.62% | 12.56% | Q2 2013 | Q1 2017 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 16 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.04% | 1.24% | 4.61% | Q2 2016 | Q3 2023 | 16 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 2 | 0.07% | 0.14% | 0.24% | Q2 2013 | Q3 2017 | 16 |
Close Asset Management Ltd | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2020 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
PARK AVENUE SECURITIES LLC | 9 | 1 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q2 2022 | 16 |
S.A. Mason LLC | 16 | 16 | 0.03% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 16 |
B. Riley Wealth Management, Inc. | 6 | 4 | 0.00% | 0.07% | 0.18% | Q1 2014 | Q2 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Capital Bank & Trust Co | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.21% | 0.76% | 1.54% | Q4 2019 | Q3 2023 | 16 |
Montecito Bank & Trust | 10 | 1 | 0.06% | 0.53% | 2.80% | Q2 2017 | Q4 2023 | 16 |
Norway Savings Bank | 16 | 16 | 0.01% | 0.11% | 0.26% | Q4 2016 | Q3 2020 | 16 |
Belpointe Asset Management LLC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q1 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.26% | 0.53% | 1.02% | Q4 2019 | Q3 2023 | 16 |
Cornerstone Capital, Inc. | 16 | 16 | 0.10% | 0.13% | 0.19% | Q4 2019 | Q3 2023 | 16 |
SUNTRUST BANKS INC | 14 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2019 | 16 |
Sargent Bickham Lagudis LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 16 |
WASHINGTON TRUST BANK | 16 | 16 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q4 2017 | 16 |
Capital Advantage, Inc. | 12 | 4 | 2.58% | 7.22% | 12.68% | Q4 2013 | Q2 2022 | 16 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 1 | 0.00% | 0.02% | 0.09% | Q2 2017 | Q3 2023 | 16 |
Whitegate Investment Counselors, Inc. | 9 | 7 | 0.05% | 0.07% | 0.10% | Q2 2016 | Q3 2021 | 16 |
REGIONS FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 16 |
FCG ADVISORS, LLC | 13 | 1 | 0.03% | 0.15% | 0.59% | Q4 2014 | Q1 2020 | 16 |
WealthBridge Investment Counsel Inc. | 16 | 16 | 1.42% | 2.26% | 2.93% | Q4 2019 | Q3 2023 | 16 |
Kovack Advisors, Inc. | 14 | 1 | 0.02% | 0.24% | 0.46% | Q2 2015 | Q4 2021 | 16 |
BOSTON ADVISORS LLC | 12 | 4 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2018 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Virtu Financial LLC | 6 | 1 | 0.03% | 0.20% | 0.59% | Q2 2013 | Q4 2018 | 16 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.17% | 1.15% | Q4 2017 | Q3 2022 | 16 |
BDO Wealth Advisors, LLC | 10 | 5 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
D.B. Root & Company, LLC | 15 | 15 | 0.15% | 0.17% | 0.21% | Q1 2018 | Q3 2021 | 15 |
Princeton Global Asset Management LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
EFG Asset Management (Americas) Corp. | 13 | 1 | 0.08% | 0.28% | 0.75% | Q4 2013 | Q3 2023 | 15 |
Quantitative Investment Management, LLC | 5 | 1 | 0.05% | 0.38% | 0.87% | Q4 2017 | Q2 2023 | 15 |
Sand Hill Global Advisors, LLC | 9 | 6 | 3.74% | 6.05% | 7.61% | Q4 2014 | Q2 2019 | 15 |
Axiom Investment Management LLC | 14 | 1 | 0.10% | 0.50% | 0.97% | Q4 2018 | Q3 2022 | 15 |
BALDWIN BROTHERS LLC/MA | 5 | 2 | 0.00% | 0.05% | 0.12% | Q3 2013 | Q4 2023 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2020 | 15 |
EP Wealth Advisors, LLC | 10 | 5 | 0.02% | 1.18% | 7.08% | Q2 2014 | Q3 2023 | 15 |
Patten Group, Inc. | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2018 | 15 |
GM Advisory Group, LLC | 12 | 3 | 0.42% | 4.90% | 9.04% | Q1 2016 | Q2 2020 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
1607 Capital Partners, LLC | 9 | 6 | 0.95% | 3.27% | 5.35% | Q1 2014 | Q4 2018 | 15 |
Graypoint LLC | 15 | 15 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Bouchey Financial Group Ltd | 12 | 3 | 0.11% | 4.41% | 7.61% | Q4 2013 | Q3 2018 | 15 |
QUEST INVESTMENT MANAGEMENT LLC | 9 | 2 | 0.03% | 0.14% | 0.32% | Q1 2015 | Q1 2022 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.06% | 0.13% | Q2 2016 | Q4 2019 | 15 |
Concert Wealth Management Inc. | 15 | 15 | 0.08% | 0.14% | 0.21% | Q3 2013 | Q1 2017 | 15 |
Clear Harbor Asset Management, LLC | 6 | 1 | 0.00% | 0.11% | 0.32% | Q4 2013 | Q3 2020 | 15 |
P.R. Herzig & Co. Inc. | 15 | 15 | 1.77% | 2.69% | 3.36% | Q2 2013 | Q4 2016 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.03% | 0.21% | 0.30% | Q2 2013 | Q4 2016 | 15 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 15 | 15 | 0.02% | 0.04% | 0.10% | Q1 2016 | Q3 2019 | 15 |
PineBridge Investments, L.P. | 14 | 1 | 0.01% | 0.08% | 0.44% | Q2 2013 | Q3 2018 | 15 |
Vantage Investment Advisors, LLC | 10 | 5 | 0.00% | 0.06% | 0.12% | Q4 2013 | Q3 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.04% | 0.15% | 0.32% | Q2 2013 | Q4 2016 | 15 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 8 | 7 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q4 2022 | 15 |
Balentine LLC | 9 | 1 | 0.00% | 1.25% | 9.28% | Q3 2015 | Q3 2023 | 15 |
Clarkston Capital Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
TIFF ADVISORY SERVICES, LLC | 8 | 2 | 4.68% | 26.11% | 83.01% | Q4 2014 | Q1 2021 | 14 |
Yorktown Management & Research Co Inc | 14 | 14 | 0.05% | 0.16% | 1.09% | Q3 2013 | Q4 2016 | 14 |
Cedar Wealth Management, LLC | 14 | 14 | 0.24% | 1.41% | 1.67% | Q2 2020 | Q3 2023 | 14 |
SECURITY NATIONAL TRUST CO | 10 | 1 | 0.00% | 0.07% | 0.23% | Q3 2013 | Q1 2020 | 14 |
Westside Investment Management, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2021 | 14 |
NAVELLIER & ASSOCIATES INC | 5 | 1 | 0.06% | 0.35% | 1.38% | Q4 2012 | Q3 2023 | 14 |
Bangor Savings Bank | 8 | 2 | 0.01% | 0.04% | 0.07% | Q3 2013 | Q1 2023 | 14 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 6 | 3 | 0.14% | 0.38% | 1.58% | Q4 2013 | Q1 2018 | 14 |
SouthState Corp | 8 | 6 | 0.03% | 0.61% | 1.29% | Q2 2015 | Q4 2018 | 14 |
MANNING & NAPIER ADVISORS LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2016 | 14 |
Apella Capital, LLC | 8 | 3 | 0.02% | 0.12% | 0.25% | Q1 2020 | Q4 2023 | 14 |
Merriman Wealth Management, LLC | 9 | 1 | 0.37% | 2.14% | 6.82% | Q3 2013 | Q2 2018 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MARCO INVESTMENT MANAGEMENT LLC | 10 | 4 | 0.02% | 0.10% | 0.14% | Q4 2013 | Q3 2017 | 14 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.19% | 1.47% | Q1 2016 | Q3 2023 | 14 |
TD Capital Management LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 14 |
STALEY CAPITAL ADVISERS INC | 8 | 6 | 0.05% | 0.24% | 0.68% | Q1 2018 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q3 2020 | 14 |
Haverford Financial Services, Inc. | 12 | 2 | 0.06% | 0.10% | 0.12% | Q4 2015 | Q2 2023 | 14 |
FOSTER DYKEMA CABOT & CO INC/MA | 12 | 2 | 0.01% | 2.31% | 5.25% | Q4 2013 | Q3 2023 | 14 |
Virtu KCG Holdings LLC | 8 | 1 | 0.01% | 0.03% | 0.26% | Q3 2013 | Q2 2017 | 14 |
Simplicity Solutions, LLC | 11 | 3 | 0.01% | 0.08% | 0.20% | Q4 2015 | Q4 2020 | 14 |
Estate Counselors, LLC | 11 | 1 | 0.01% | 0.14% | 0.45% | Q1 2016 | Q3 2021 | 14 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 13 | 1 | 0.01% | 0.05% | 0.07% | Q2 2010 | Q1 2020 | 14 |
WEALTHSOURCE PARTNERS, LLC | 8 | 3 | 0.04% | 0.14% | 0.29% | Q1 2016 | Q4 2019 | 14 |
TRUST CO OF VERMONT | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 14 |
First PREMIER Bank | 11 | 1 | 0.01% | 0.03% | 0.12% | Q2 2017 | Q2 2022 | 14 |
Fusion Family Wealth LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q1 2020 | 14 |
Zions Bancorporation, N.A. | 13 | 1 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 14 |
AJ WEALTH STRATEGIES, LLC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q2 2023 | 14 |
Sage Advisory Services, Ltd.Co. | 4 | 1 | 0.04% | 3.17% | 6.83% | Q2 2014 | Q3 2021 | 13 |
VALENTINE VENTURES LLC | 9 | 4 | 6.11% | 8.28% | 9.12% | Q4 2014 | Q3 2019 | 13 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 13 |
Zions Bancorporation | 13 | 13 | 0.01% | 1.42% | 2.94% | Q1 2015 | Q1 2018 | 13 |
Cresset Asset Management, LLC | 10 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.30% | 0.39% | 0.46% | Q3 2020 | Q3 2023 | 13 |
IFG Advisory, LLC | 12 | 1 | 0.02% | 0.22% | 2.25% | Q1 2019 | Q2 2022 | 13 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13 | 13 | 3.17% | 10.20% | 15.77% | Q4 2014 | Q4 2017 | 13 |
StoneX Group Inc. | 5 | 4 | 0.05% | 0.15% | 0.31% | Q4 2017 | Q2 2021 | 13 |
HBK Sorce Advisory LLC | 11 | 1 | 0.01% | 0.16% | 0.24% | Q3 2013 | Q4 2022 | 13 |
LifePlan Financial Group, Inc | 11 | 2 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2020 | 13 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 13 | 13 | 0.06% | 3.68% | 6.60% | Q3 2016 | Q3 2019 | 13 |
Bogart Wealth, LLC | 13 | 13 | 1.80% | 3.23% | 5.03% | Q3 2020 | Q3 2023 | 13 |
Raab & Moskowitz Asset Management LLC | 13 | 13 | 0.12% | 0.69% | 1.25% | Q1 2017 | Q1 2020 | 13 |
SYM FINANCIAL Corp | 11 | 1 | 0.00% | 0.05% | 0.16% | Q4 2017 | Q4 2022 | 13 |
Simply Money Advisors | 6 | 3 | 0.00% | 2.91% | 7.76% | Q3 2013 | Q1 2018 | 13 |
WASHINGTON TRUST Co | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 6 | 2 | 0.01% | 0.06% | 0.10% | Q1 2014 | Q1 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Edgestream Partners, L.P. | 4 | 1 | 0.02% | 0.21% | 0.90% | Q2 2014 | Q1 2023 | 13 |
Municipal Employees' Retirement System of Michigan | 12 | 1 | 0.01% | 2.00% | 4.01% | Q1 2020 | Q3 2023 | 13 |
Stratos Wealth Advisors, LLC | 13 | 13 | 0.02% | 0.09% | 0.36% | Q2 2020 | Q2 2023 | 13 |
ALPHASIMPLEX GROUP, LLC | 13 | 13 | 0.26% | 0.52% | 1.25% | Q4 2017 | Q4 2020 | 13 |
PERSONAL CFO SOLUTIONS, LLC | 13 | 13 | 0.00% | 0.11% | 0.27% | Q3 2019 | Q3 2022 | 13 |
EQUITY INVESTMENT CORP | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2022 | 13 |
GUGGENHEIM CAPITAL LLC | 12 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 13 |
Lehman & Derafelo Financial Resources LLC | 11 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 13 |
BLB&B Advisors, LLC | 7 | 6 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q2 2018 | 13 |
SPINNAKER TRUST | 10 | 3 | 0.06% | 1.42% | 2.74% | Q2 2013 | Q3 2023 | 13 |
Wealthspire Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.01% | 0.03% | 0.28% | Q3 2014 | Q3 2023 | 13 |
Argent Trust Co | 8 | 5 | 0.02% | 0.20% | 0.59% | Q4 2014 | Q3 2022 | 13 |
Ruggie Capital Group | 7 | 1 | 0.08% | 0.12% | 0.16% | Q4 2014 | Q4 2018 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.10% | 0.20% | 0.36% | Q3 2020 | Q3 2023 | 13 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 5 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 13 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 1 | 0.08% | 0.16% | 0.54% | Q4 2019 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Employees Retirement System of Texas | 7 | 6 | 0.04% | 0.99% | 2.60% | Q2 2015 | Q3 2019 | 13 |
Apexium Financial, LP | 12 | 1 | 0.02% | 0.12% | 0.28% | Q2 2020 | Q3 2023 | 13 |
CENTAURUS FINANCIAL, INC. | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 13 |
Vigilant Capital Management, LLC | 11 | 2 | 0.00% | 0.33% | 1.40% | Q2 2013 | Q3 2016 | 13 |
KEELEY ASSET MANAGEMENT CORP | 9 | 4 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2016 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 2.19% | 3.08% | 6.44% | Q3 2020 | Q3 2023 | 13 |
PROFFITT & GOODSON INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
MGO ONE SEVEN LLC | 10 | 1 | 0.01% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 13 |
Intersect Capital LLC | 12 | 12 | 0.10% | 0.13% | 0.18% | Q2 2019 | Q1 2022 | 12 |
CHURCHILL MANAGEMENT Corp | 5 | 1 | 0.05% | 0.14% | 0.20% | Q2 2014 | Q2 2023 | 12 |
Circle Wealth Management, LLC | 8 | 1 | 0.06% | 1.15% | 2.57% | Q1 2017 | Q3 2023 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.13% | 0.22% | 0.39% | Q4 2015 | Q3 2018 | 12 |
VSR Financial Services, Inc. | 12 | 12 | 0.04% | 0.58% | 0.80% | Q2 2013 | Q1 2016 | 12 |
C M BIDWELL & ASSOCIATES LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.12% | 0.54% | Q1 2018 | Q2 2022 | 12 |
Mercer Investments LLC | 9 | 3 | 0.26% | 1.49% | 9.32% | Q2 2013 | Q4 2016 | 12 |
ANDERSON HOAGLAND & CO | 12 | 12 | 0.88% | 1.43% | 1.61% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q1 2021 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.40% | 0.65% | 0.90% | Q4 2020 | Q3 2023 | 12 |
FAS Wealth Partners, Inc. | 9 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 12 |
CPWM, LLC | 8 | 4 | 0.05% | 0.07% | 0.14% | Q3 2015 | Q4 2019 | 12 |
First Command Bank | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.41% | 0.63% | 0.83% | Q4 2020 | Q3 2023 | 12 |
Geneva Advisors, LLC | 8 | 1 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q2 2017 | 12 |
MEITAV INVESTMENT HOUSE LTD | 10 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 12 |
Efficient Advisors, LLC | 12 | 12 | 0.55% | 1.98% | 3.16% | Q4 2020 | Q3 2023 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
PATRON PARTNERS, LLC | 12 | 12 | 0.27% | 0.40% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Belmont Capital, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Bellecapital International Ltd. | 8 | 4 | 0.06% | 0.10% | 0.16% | Q1 2019 | Q1 2022 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Kovitz Investment Group Partners, LLC | 7 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 12 |
Enterprise Trust & Investment Co | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2022 | 12 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 1 | 0.01% | 0.04% | 0.18% | Q3 2017 | Q3 2023 | 12 |
BOENNING & SCATTERGOOD, INC. | 7 | 5 | 0.06% | 0.08% | 0.14% | Q2 2018 | Q4 2022 | 12 |
Kistler-Tiffany Companies, LLC | 12 | 12 | 0.00% | 0.11% | 0.42% | Q1 2014 | Q4 2016 | 12 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 12 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2018 | 12 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 2 | 0.02% | 0.10% | 0.19% | Q2 2019 | Q3 2023 | 12 |
Fiera Capital Corp | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2018 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Mirador Capital Partners LP | 12 | 12 | 0.37% | 0.83% | 2.17% | Q1 2016 | Q4 2018 | 12 |
55I, LLC | 10 | 2 | 0.01% | 0.09% | 0.39% | Q2 2019 | Q3 2022 | 12 |
Live Oak Private Wealth LLC | 12 | 12 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q1 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 12 |
FMA ADVISORY INC | 10 | 1 | 0.16% | 0.28% | 0.38% | Q2 2015 | Q4 2019 | 12 |
PARSONS CAPITAL MANAGEMENT INC/RI | 12 | 12 | 0.04% | 0.50% | 0.77% | Q3 2013 | Q2 2016 | 12 |
OneDigital Investment Advisors LLC | 7 | 5 | 0.00% | 0.03% | 0.12% | Q2 2017 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
QUATTRO FINANCIAL ADVISORS LLC | 5 | 3 | 0.08% | 1.00% | 3.94% | Q1 2017 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
TRADITION CAPITAL MANAGEMENT LLC | 12 | 12 | 0.34% | 0.41% | 0.50% | Q1 2016 | Q4 2018 | 12 |
INVESTMENT HOUSE LLC | 4 | 1 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q4 2017 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q1 2019 | 12 |
Cutter & CO Brokerage, Inc. | 11 | 1 | 0.06% | 0.12% | 0.17% | Q2 2017 | Q4 2021 | 12 |
First Command Financial Services, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.04% | 0.19% | Q4 2019 | Q3 2023 | 12 |
Zeit Capital LLC | 12 | 12 | 10.93% | 12.00% | 12.47% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.44% | 0.61% | 0.72% | Q4 2020 | Q3 2023 | 12 |
North Star Investment Management Corp. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2016 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 11 |
HoyleCohen, LLC | 8 | 1 | 0.21% | 0.24% | 0.31% | Q3 2020 | Q3 2023 | 11 |
Spears Abacus Advisors LLC | 11 | 11 | 0.05% | 0.06% | 0.09% | Q2 2017 | Q4 2019 | 11 |
BADGLEY PHELPS & BELL INC | 11 | 11 | 0.06% | 0.89% | 1.17% | Q4 2013 | Q2 2016 | 11 |
Certified Advisory Corp | 10 | 1 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2021 | 11 |
Legal & General Group Plc | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 11 |
PrairieView Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Berger Financial Group, Inc | 7 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
SeaCrest Wealth Management, LLC | 6 | 5 | 0.01% | 0.05% | 0.11% | Q4 2017 | Q2 2022 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 11 |
Legacy Advisors, LLC | 7 | 4 | 0.05% | 0.23% | 0.62% | Q1 2018 | Q3 2023 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 1.83% | 2.05% | 2.25% | Q1 2021 | Q3 2023 | 11 |
Sageworth Trust Co | 11 | 11 | 0.23% | 0.35% | 0.43% | Q4 2014 | Q2 2017 | 11 |
DUBUQUE BANK & TRUST CO | 11 | 11 | 0.00% | 0.59% | 1.27% | Q3 2013 | Q1 2016 | 11 |
Addison Advisors LLC | 10 | 1 | 1.24% | 1.66% | 2.39% | Q4 2020 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.05% | 0.06% | 0.11% | Q4 2016 | Q2 2019 | 11 |
Canal Capital Management, LLC | 7 | 4 | 0.22% | 0.92% | 1.23% | Q1 2015 | Q3 2018 | 11 |
Calamos Advisors LLC | 11 | 11 | 0.01% | 0.08% | 0.18% | Q3 2015 | Q1 2018 | 11 |
BlueSky Wealth Advisors, LLC | 11 | 11 | 0.09% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 11 |
RAY GERALD L & ASSOCIATES LTD | 11 | 11 | 0.06% | 0.09% | 0.17% | Q1 2015 | Q3 2017 | 11 |
Investors Capital Advisory Services | 11 | 11 | 0.06% | 0.14% | 0.37% | Q4 2013 | Q2 2016 | 11 |
Itau USA Asset Management Inc. | 6 | 5 | 0.82% | 6.84% | 10.56% | Q2 2013 | Q1 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Vontobel Holding Ltd. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Braver Wealth Management, LLC | 11 | 11 | 0.69% | 1.20% | 1.58% | Q3 2013 | Q1 2016 | 11 |
Blume Capital Management, Inc. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2016 | 11 |
Sterling Investment Advisors, Ltd. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 11 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 11 | 11 | 0.20% | 0.42% | 0.65% | Q2 2017 | Q4 2019 | 11 |
Van Hulzen Asset Management, LLC | 10 | 1 | 0.14% | 0.95% | 1.58% | Q3 2014 | Q4 2020 | 11 |
Krilogy Financial LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2018 | 11 |
Peregrine Asset Advisers, Inc. | 9 | 2 | 0.30% | 0.46% | 0.65% | Q3 2013 | Q2 2019 | 11 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 1 | 0.00% | 0.05% | 0.25% | Q4 2013 | Q4 2021 | 11 |
Asset Dedication, LLC | 5 | 3 | 0.01% | 0.04% | 0.12% | Q4 2015 | Q3 2023 | 11 |
Ahrens Investment Partners LLC | 5 | 1 | 0.06% | 0.08% | 0.10% | Q3 2017 | Q1 2023 | 11 |
Veracity Capital LLC | 11 | 11 | 0.12% | 0.22% | 0.43% | Q4 2019 | Q2 2022 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 11 |
Newton One Investments LLC | 10 | 10 | 0.08% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
Relative Value Partners Group, LLC | 6 | 2 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2021 | 10 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.08% | 0.23% | Q1 2014 | Q3 2023 | 10 |
Foundations Investment Advisors, LLC | 6 | 2 | 0.01% | 1.63% | 6.88% | Q2 2018 | Q1 2022 | 10 |
Ariel Investments | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
COOPERMAN LEON G | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
GREENWOOD CAPITAL ASSOCIATES LLC | 5 | 1 | 0.38% | 1.32% | 2.63% | Q3 2013 | Q3 2021 | 10 |
Round Table Services, LLC | 7 | 1 | 0.04% | 0.06% | 0.11% | Q2 2018 | Q2 2022 | 10 |
Winslow, Evans & Crocker, Inc. | 5 | 1 | 0.00% | 0.05% | 0.21% | Q4 2013 | Q4 2020 | 10 |
Interchange Capital Partners, LLC | 8 | 2 | 0.26% | 0.50% | 0.86% | Q4 2020 | Q3 2023 | 10 |
MFA WEALTH ADVISORS, LLC | 9 | 1 | 0.02% | 3.15% | 4.65% | Q4 2017 | Q2 2020 | 10 |
Chicago Partners Investment Group LLC | 7 | 1 | 0.01% | 0.23% | 0.64% | Q4 2014 | Q4 2018 | 10 |
Daiwa SB Investments Ltd. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 10 |
Select Asset Management & Trust | 5 | 1 | 0.35% | 1.64% | 5.56% | Q4 2013 | Q4 2021 | 10 |
Ken Stern & Associates, Inc. | 9 | 1 | 0.19% | 0.24% | 0.27% | Q4 2015 | Q3 2018 | 10 |
STRATEGY ASSET MANAGERS LLC | 10 | 10 | 0.07% | 0.14% | 0.18% | Q4 2019 | Q1 2022 | 10 |
Holistic Financial Partners | 10 | 10 | 1.31% | 2.71% | 3.70% | Q4 2017 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.19% | 0.29% | Q1 2021 | Q3 2023 | 10 |
FCA CORP /TX | 10 | 10 | 0.92% | 0.97% | 1.05% | Q1 2014 | Q2 2016 | 10 |
Apollon Wealth Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 10 |
WHALEROCK POINT PARTNERS, LLC | 5 | 2 | 0.08% | 0.11% | 0.14% | Q4 2013 | Q2 2017 | 10 |
Ellevest, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 10 |
EVERETT HARRIS & CO /CA/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2022 | 10 |
Stratos Wealth Partners, LTD. | 7 | 1 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2018 | 10 |
Barry Investment Advisors, LLC | 6 | 1 | 0.00% | 1.21% | 2.84% | Q4 2014 | Q1 2019 | 10 |
INR ADVISORY SERVICES LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 10 |
Tiller Private Wealth, Inc. | 10 | 10 | 0.93% | 6.57% | 8.54% | Q2 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Sound Income Strategies, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
MinichMacGregor Wealth Management, LLC | 4 | 1 | 0.00% | 1.30% | 2.99% | Q1 2016 | Q4 2022 | 10 |
CITY HOLDING CO | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 7 | 1 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q3 2023 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.34% | 4.44% | 9.90% | Q1 2015 | Q2 2017 | 10 |
EMFO, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.02% | 0.16% | 0.33% | Q2 2013 | Q3 2015 | 10 |
Crabel Capital Management, LLC | 6 | 4 | 0.07% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Quantitative Advantage, LLC | 4 | 1 | 1.42% | 2.27% | 3.45% | Q3 2013 | Q3 2017 | 10 |
FARR MILLER & WASHINGTON LLC/DC | 10 | 10 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2015 | 10 |
Crosspoint Capital Strategies, LLC | 9 | 9 | 0.01% | 0.24% | 0.74% | Q4 2013 | Q4 2015 | 9 |
Advocacy Wealth Management Services, LLC | 5 | 1 | 0.00% | 3.08% | 9.46% | Q2 2013 | Q2 2022 | 9 |
Investors Research Corp | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Maryland Capital Management | 5 | 1 | 0.09% | 0.13% | 0.17% | Q3 2013 | Q3 2018 | 9 |
Ensemble Capital Management | 9 | 9 | 0.55% | 0.60% | 0.69% | Q2 2013 | Q2 2015 | 9 |
Integrated Wealth Management | 9 | 9 | 0.02% | 1.15% | 1.98% | Q1 2015 | Q1 2017 | 9 |
Innova Wealth Partners | 5 | 1 | 0.42% | 1.34% | 2.77% | Q4 2020 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 9 | 9 | 0.05% | 0.08% | 0.14% | Q3 2013 | Q3 2015 | 9 |
Professional Financial Advisors, LLC | 8 | 1 | 0.00% | 0.12% | 0.27% | Q4 2019 | Q3 2022 | 9 |
ROPES WEALTH ADVISORS LLC | 6 | 1 | 0.02% | 0.11% | 0.14% | Q2 2017 | Q3 2022 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.18% | 0.37% | 0.61% | Q3 2021 | Q3 2023 | 9 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2015 | 9 |
AEGON USA Investment Management, LLC | 9 | 9 | 5.02% | 6.37% | 7.82% | Q2 2013 | Q2 2015 | 9 |
HHG & Company, LLC | 9 | 9 | 0.09% | 0.23% | 0.36% | Q1 2014 | Q1 2016 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 2 | 0.03% | 0.06% | 0.12% | Q4 2020 | Q1 2023 | 9 |
ZACKS INVESTMENT MANAGEMENT | 5 | 4 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 9 |
Alpine Global Management, LLC | 3 | 2 | 0.09% | 0.16% | 0.27% | Q1 2016 | Q2 2023 | 9 |
SIMMONS FIRST TRUST CO NA | 5 | 4 | 0.12% | 0.57% | 1.06% | Q3 2013 | Q4 2015 | 9 |
Eagle Ridge Investment Management | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
CAXTON ASSOCIATES LP | 4 | 2 | 0.04% | 0.50% | 1.46% | Q3 2013 | Q4 2017 | 9 |
Willis Johnson & Associates, Inc. | 9 | 9 | 5.68% | 6.39% | 7.63% | Q3 2021 | Q3 2023 | 9 |
M Holdings Securities, Inc. | 9 | 9 | 0.10% | 0.20% | 0.33% | Q3 2016 | Q3 2018 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q4 2016 | 9 |
NEW ENGLAND ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 0.03% | 0.09% | Q1 2015 | Q2 2023 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.37% | 0.58% | 0.78% | Q3 2017 | Q3 2019 | 9 |
FIRST UNITED BANK & TRUST | 7 | 2 | 0.08% | 1.75% | 4.02% | Q2 2017 | Q1 2022 | 9 |
Wealthstreet Investment Advisors, LLC | 9 | 9 | 0.04% | 0.09% | 0.18% | Q4 2017 | Q4 2019 | 9 |
Edge Capital Group, LLC | 6 | 3 | 0.02% | 0.04% | 0.04% | Q4 2018 | Q4 2022 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.12% | 0.25% | 0.45% | Q3 2020 | Q2 2023 | 9 |
Rye Brook Capital LLC | 9 | 9 | 6.37% | 11.26% | 18.85% | Q3 2021 | Q3 2023 | 9 |
Members Trust Co | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Shulman DeMeo Asset Management LLC | 7 | 2 | 0.06% | 0.10% | 0.19% | Q4 2020 | Q1 2023 | 9 |
Sierra Capital LLC | 9 | 9 | 0.12% | 1.02% | 1.90% | Q3 2021 | Q3 2023 | 9 |
SAX WEALTH ADVISORS, LLC | 6 | 3 | 0.04% | 0.08% | 0.14% | Q4 2020 | Q2 2023 | 9 |
Westbourne Investment Advisors, Inc. | 8 | 1 | 0.04% | 0.22% | 0.29% | Q2 2016 | Q3 2018 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Sompo Asset Management Co., Ltd. | 6 | 1 | 0.05% | 0.12% | 0.25% | Q3 2019 | Q4 2022 | 9 |
Pinnacle Family Advisors, LLC | 9 | 9 | 0.14% | 0.23% | 0.45% | Q3 2021 | Q3 2023 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q2 2022 | 9 |
Vectors Research Management, LLC | 6 | 3 | 0.00% | 0.85% | 3.35% | Q3 2018 | Q4 2021 | 9 |
Integrated Investment Consultants, LLC | 8 | 1 | 0.02% | 0.04% | 0.22% | Q4 2015 | Q1 2018 | 9 |
Endurance Wealth Management, Inc. | 7 | 1 | 0.04% | 0.42% | 0.55% | Q2 2014 | Q3 2016 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q1 2020 | 8 |
Bison Wealth, LLC | 3 | 2 | 0.00% | 0.29% | 1.43% | Q4 2019 | Q3 2023 | 8 |
Phoenix Holdings Ltd. | 8 | 8 | 0.03% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
IEQ CAPITAL, LLC | 7 | 1 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 8 |
Diligent Investors, LLC | 8 | 8 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
OLD NATIONAL BANCORP /IN/ | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 8 |
Dentgroup LLC | 8 | 8 | 0.21% | 0.26% | 0.36% | Q4 2021 | Q3 2023 | 8 |
PRENTISS SMITH & CO INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Wolf Group Capital Advisors | 8 | 8 | 0.14% | 0.16% | 0.18% | Q2 2020 | Q1 2022 | 8 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 1 | 0.00% | 0.09% | 0.35% | Q1 2016 | Q4 2022 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 2.70% | 2.97% | 3.28% | Q4 2014 | Q3 2016 | 8 |
Tanager Wealth Management LLP | 8 | 8 | 0.61% | 2.20% | 3.64% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.19% | 0.25% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Efficient Market Advisors, LLC | 8 | 8 | 0.01% | 0.76% | 2.92% | Q1 2014 | Q4 2015 | 8 |
Americana Partners, LLC | 5 | 1 | 0.04% | 0.08% | 0.22% | Q4 2019 | Q2 2023 | 8 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 8 |
Advisory Services & Investments, LLC | 8 | 8 | 0.38% | 4.43% | 8.28% | Q1 2021 | Q4 2022 | 8 |
ARGI Investment Services, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q2 2015 | 8 |
Chevy Chase Trust Holdings, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 8 |
Milestone Advisory Partners | 4 | 4 | 0.12% | 0.17% | 0.23% | Q2 2021 | Q3 2023 | 8 |
Alpha Cubed Investments, LLC | 8 | 8 | 0.02% | 0.60% | 1.42% | Q3 2020 | Q2 2022 | 8 |
Catamount Wealth Management | 6 | 2 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2018 | 8 |
BTR CAPITAL MANAGEMENT INC | 4 | 4 | 0.05% | 0.25% | 0.47% | Q1 2015 | Q3 2022 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.12% | 0.13% | 0.16% | Q4 2019 | Q3 2021 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 0.67% | 0.77% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Management LLC | 6 | 1 | 0.13% | 0.28% | 0.37% | Q2 2014 | Q4 2018 | 8 |
Vestmark Advisory Solutions, Inc. | 7 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.08% | 0.24% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Allie Family Office LLC | 8 | 8 | 0.46% | 0.71% | 1.20% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2023 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 5 | 1 | 0.01% | 0.11% | 0.46% | Q3 2013 | Q1 2016 | 8 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.00% | 0.03% | 0.12% | Q4 2019 | Q4 2022 | 8 |
VERITY Wealth Advisors | 6 | 2 | 0.20% | 0.21% | 0.22% | Q4 2020 | Q1 2023 | 8 |
PARK NATIONAL CORP /OH/ | 5 | 3 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2018 | 8 |
Alliance Wealth Management Group | 6 | 1 | 0.08% | 2.55% | 5.38% | Q4 2015 | Q1 2018 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q2 2019 | 8 |
GUARDIAN CAPITAL ADVISORS LP | 8 | 8 | 0.03% | 0.18% | 0.34% | Q3 2017 | Q2 2019 | 8 |
Gruss & Co., LLC | 8 | 8 | 0.94% | 1.64% | 2.34% | Q3 2015 | Q2 2017 | 8 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2022 | 8 |
BRINKER CAPITAL INC | 7 | 1 | 0.02% | 0.15% | 0.21% | Q4 2014 | Q3 2018 | 8 |
Voya Financial Advisors, Inc. | 7 | 1 | 0.02% | 0.12% | 0.23% | Q1 2015 | Q1 2017 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.19% | 0.32% | 0.39% | Q4 2021 | Q3 2023 | 8 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
Legacy Bridge, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.14% | 0.20% | 0.38% | Q4 2021 | Q3 2023 | 8 |
GREENLEAF TRUST | 8 | 8 | 0.01% | 0.05% | 0.09% | Q1 2017 | Q4 2018 | 8 |
TOTH FINANCIAL ADVISORY CORP | 7 | 1 | 0.01% | 0.01% | 0.07% | Q3 2021 | Q3 2023 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.36% | 0.41% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Brown Advisory Securities, LLC | 6 | 2 | 0.05% | 0.19% | 0.52% | Q1 2015 | Q4 2018 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Tortoise Investment Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2022 | 8 |
BRIGHTON JONES LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 1.49% | 1.67% | 1.80% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.14% | 0.21% | 0.26% | Q2 2013 | Q1 2015 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.66% | 0.73% | 0.78% | Q4 2014 | Q3 2016 | 8 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 8 |
CONDOR CAPITAL MANAGEMENT | 7 | 1 | 0.13% | 0.55% | 0.72% | Q2 2013 | Q4 2018 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.35% | 0.39% | 0.51% | Q4 2021 | Q3 2023 | 8 |
CHOREO, LLC | 4 | 4 | 0.01% | 0.22% | 0.81% | Q2 2017 | Q1 2022 | 8 |
CABANA LLC | 5 | 1 | 0.00% | 1.65% | 7.74% | Q4 2017 | Q2 2020 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.08% | 0.27% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Capital Advisory Group Advisory Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2021 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 0.29% | 0.34% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Argentus Capital Management, LLC | 7 | 1 | 0.14% | 0.61% | 1.01% | Q3 2013 | Q3 2016 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.25% | 0.86% | 1.41% | Q4 2013 | Q3 2015 | 8 |
Crow Point Partners, LLC | 8 | 8 | 0.16% | 0.33% | 1.20% | Q1 2018 | Q4 2019 | 8 |
EVOKE WEALTH, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 8 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.18% | 0.64% | Q2 2013 | Q4 2013 | 8 |
Destiny Wealth Partners, LLC | 8 | 8 | 0.02% | 0.59% | 1.50% | Q1 2021 | Q4 2022 | 8 |
Baker Ellis Asset Management LLC | 7 | 7 | 0.04% | 0.11% | 0.15% | Q2 2013 | Q4 2014 | 7 |
Activest Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Camarda Financial Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 7 |
CNO Financial Group, Inc. | 7 | 7 | 0.25% | 0.84% | 1.94% | Q4 2014 | Q2 2016 | 7 |
Sterling Manor Financial, LLC | 7 | 7 | 0.46% | 1.25% | 1.66% | Q4 2020 | Q2 2022 | 7 |
Greenline Partners, LLC | 7 | 7 | 1.05% | 1.90% | 2.27% | Q1 2022 | Q3 2023 | 7 |
Continuum Advisory, LLC | 5 | 2 | 0.03% | 0.15% | 0.20% | Q2 2017 | Q2 2023 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.04% | 0.09% | 0.14% | Q2 2018 | Q1 2020 | 7 |
SeaBridge Investment Advisors LLC | 7 | 7 | 0.11% | 0.19% | 0.27% | Q1 2022 | Q3 2023 | 7 |
LOGAN CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Heritage Investment Group, Inc. | 4 | 3 | 0.06% | 0.11% | 0.21% | Q4 2021 | Q3 2023 | 7 |
Board of Trustees of The Leland Stanford Junior University | 7 | 7 | 9.57% | 24.82% | 64.98% | Q2 2015 | Q4 2016 | 7 |
JANUS HENDERSON INVESTORS US LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 7 |
OAK FAMILY ADVISORS, LLC | 7 | 7 | 0.12% | 0.14% | 0.19% | Q4 2020 | Q2 2022 | 7 |
United Asset Strategies, Inc. | 6 | 1 | 0.28% | 1.17% | 2.70% | Q4 2016 | Q4 2019 | 7 |
HM PAYSON & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
STRATEGIC WEALTH MANAGEMENT INC | 6 | 1 | 2.01% | 4.05% | 7.54% | Q1 2014 | Q4 2015 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 2 | 0.05% | 0.21% | 0.56% | Q4 2015 | Q3 2019 | 7 |
Perigon Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q1 2022 | 7 |
Covestor Ltd | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
RUSSELL FRANK CO/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Symmetry Partners, LLC | 7 | 7 | 0.08% | 0.13% | 0.26% | Q3 2018 | Q1 2020 | 7 |
ACG Wealth | 5 | 1 | 0.01% | 0.04% | 0.05% | Q2 2017 | Q2 2022 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.07% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Banque Cantonale Vaudoise | 4 | 3 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q1 2022 | 7 |
RPG Investment Advisory, LLC | 7 | 7 | 0.00% | 0.05% | 0.11% | Q2 2017 | Q4 2018 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 7 | 0.12% | 0.34% | 0.65% | Q1 2014 | Q3 2015 | 7 |
Humankind Investments LLC | 7 | 7 | 2.21% | 4.11% | 8.44% | Q4 2020 | Q2 2022 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.02% | 0.15% | 0.28% | Q3 2013 | Q1 2015 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 7 |
Point72 Asset Management, L.P. | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q4 2022 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
HC FINANCIAL ADVISORS INC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2021 | 7 |
Keel Point, LLC | 5 | 2 | 0.06% | 0.11% | 0.22% | Q1 2015 | Q4 2019 | 7 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Steinberg Global Asset Management | 6 | 1 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q1 2019 | 7 |
STEEL GROVE CAPITAL ADVISORS, LLC | 6 | 1 | 0.05% | 2.12% | 5.69% | Q2 2013 | Q1 2015 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.07% | 0.21% | 0.50% | Q4 2016 | Q2 2018 | 7 |
Roger Wittlin Investment Advisory, LLC | 4 | 3 | 0.37% | 2.71% | 6.24% | Q4 2021 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.15% | 0.24% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
UNIONVIEW, LLC | 4 | 3 | 0.23% | 0.28% | 0.33% | Q4 2021 | Q3 2023 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.34% | 0.98% | 1.26% | Q1 2022 | Q3 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 7 |
Buffington Mohr McNeal | 6 | 1 | 0.07% | 0.12% | 0.16% | Q2 2017 | Q4 2021 | 7 |
First Heartland Consultants, Inc. | 6 | 1 | 0.05% | 0.13% | 0.21% | Q2 2013 | Q4 2016 | 7 |
Independent Portfolio Consultants, Inc. | 4 | 1 | 0.01% | 0.08% | 0.14% | Q2 2014 | Q2 2016 | 7 |
LOEB PARTNERS CORP | 5 | 2 | 0.27% | 0.65% | 2.37% | Q3 2013 | Q2 2017 | 7 |
Moloney Securities Asset Management, LLC | 7 | 7 | 0.09% | 0.11% | 0.12% | Q1 2017 | Q3 2018 | 7 |
Mutual Advisors, LLC | 7 | 7 | 0.04% | 0.09% | 0.13% | Q1 2018 | Q3 2019 | 7 |
Private Advisory Group LLC | 7 | 7 | 0.10% | 0.35% | 1.01% | Q1 2022 | Q3 2023 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 1.99% | 2.75% | 5.58% | Q1 2022 | Q3 2023 | 7 |
PITTENGER & ANDERSON INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NewEdge Wealth, LLC | 4 | 3 | 0.01% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Pinnacle Summer Investments, Inc. | 7 | 7 | 0.00% | 0.71% | 1.44% | Q2 2014 | Q4 2015 | 7 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 7 |
Ameritas Investment Company, LLC | 5 | 2 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q3 2021 | 7 |
NOVARE CAPITAL MANAGEMENT LLC | 7 | 7 | 1.27% | 2.15% | 2.63% | Q2 2017 | Q4 2018 | 7 |
JMG Financial Group, Ltd. | 5 | 2 | 0.13% | 0.21% | 0.32% | Q4 2015 | Q2 2018 | 7 |
Glassman Wealth Services | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Jackson Wealth Management, LLC | 4 | 2 | 0.44% | 0.69% | 1.13% | Q2 2015 | Q1 2018 | 6 |
ACIMA PRIVATE WEALTH, LLC | 6 | 6 | 0.00% | 0.77% | 1.55% | Q4 2018 | Q1 2020 | 6 |
Sage Mountain Advisors LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 6 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.04% | 0.06% | 0.09% | Q2 2017 | Q2 2020 | 6 |
BSW Wealth Partners | 6 | 6 | 0.15% | 5.74% | 9.02% | Q4 2013 | Q1 2015 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 0.42% | 0.45% | 0.49% | Q2 2022 | Q3 2023 | 6 |
Sunesis Advisors, LLC | 5 | 1 | 0.46% | 2.32% | 3.45% | Q1 2022 | Q3 2023 | 6 |
ASPIRIANT, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 6 |
Personal Capital Advisors Corp | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2022 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.16% | 0.51% | Q1 2015 | Q3 2023 | 6 |
Wells Trecaso Financial Group, LLC | 4 | 2 | 0.18% | 0.21% | 0.23% | Q2 2018 | Q3 2022 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.26% | 0.46% | 0.56% | Q2 2015 | Q3 2016 | 6 |
Wealth Architects, LLC | 6 | 6 | 0.07% | 0.09% | 0.14% | Q4 2017 | Q1 2019 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q1 2015 | 6 |
BARING ASSET MANAGEMENT Ltd | 6 | 6 | 0.03% | 0.27% | 0.70% | Q1 2015 | Q2 2016 | 6 |
ARBOR TRUST WEALTH ADVISORS, LLC | 5 | 1 | 0.15% | 0.17% | 0.22% | Q4 2019 | Q4 2021 | 6 |
Choate Investment Advisors | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2021 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Vident Investment Advisory, LLC | 6 | 6 | 0.00% | 0.07% | 0.18% | Q1 2022 | Q2 2023 | 6 |
ETF Portfolio Partners, Inc. | 6 | 6 | 2.99% | 3.56% | 4.28% | Q4 2014 | Q1 2016 | 6 |
Modera Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Deer Park Road Corp | 4 | 1 | 0.23% | 0.67% | 1.48% | Q3 2020 | Q2 2023 | 6 |
TRUEWEALTH LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2020 | 6 |
Arlington Partners LLC | 3 | 3 | 0.06% | 0.16% | 0.26% | Q3 2021 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 3.16% | 3.73% | 4.45% | Q2 2022 | Q3 2023 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.05% | 0.08% | 0.15% | Q1 2021 | Q2 2022 | 6 |
CONNABLE OFFICE INC | 6 | 6 | 1.73% | 1.82% | 2.04% | Q3 2020 | Q4 2021 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.10% | 0.11% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Dynamic Advisor Solutions LLC | 5 | 1 | 0.06% | 0.13% | 0.32% | Q2 2017 | Q1 2019 | 6 |
Wealth & Pension Services Group, Inc. | 6 | 6 | 0.32% | 0.47% | 0.86% | Q2 2018 | Q3 2019 | 6 |
Shamrock Asset Management LLC | 6 | 6 | 0.03% | 4.29% | 5.96% | Q2 2013 | Q3 2014 | 6 |
Larson Financial Group LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 6 |
Evolution Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 6 |
REGENTATLANTIC CAPITAL LLC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q3 2022 | 6 |
PRUDENT INVESTORS NETWORK, INC. | 6 | 6 | 4.66% | 5.01% | 6.58% | Q3 2020 | Q4 2021 | 6 |
ROCKEFELLER FINANCIAL SERVICES INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2017 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 2 | 0.03% | 0.13% | 0.24% | Q3 2021 | Q1 2023 | 6 |
NVWM, LLC | 6 | 6 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q1 2019 | 6 |
Elmwood Wealth Management, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 6 |
Freestone Capital Holdings, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2019 | 6 |
CIDEL ASSET MANAGEMENT INC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q3 2023 | 6 |
Convergent Wealth Advisors | 6 | 6 | 0.13% | 0.36% | 0.56% | Q2 2013 | Q3 2014 | 6 |
CSS LLC/IL | 2 | 2 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2022 | 6 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 4 | 2 | 0.00% | 0.56% | 0.94% | Q2 2015 | Q1 2023 | 6 |
GUYASUTA INVESTMENT ADVISORS INC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q1 2018 | 6 |
Systematic Alpha Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.00% | 0.45% | 0.67% | Q4 2021 | Q3 2023 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2018 | 6 |
Family Management Corp | 3 | 1 | 0.01% | 2.63% | 3.72% | Q3 2013 | Q4 2022 | 6 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2016 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.76% | 1.09% | 1.52% | Q2 2022 | Q3 2023 | 6 |
Taconic Capital Advisors LP | 4 | 2 | 0.01% | 0.12% | 0.34% | Q1 2022 | Q3 2023 | 6 |
Taikang Asset Management (Hong Kong) Co Ltd | 6 | 6 | 0.30% | 1.03% | 1.43% | Q4 2017 | Q1 2019 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.04% | 0.09% | 0.13% | Q4 2018 | Q1 2020 | 6 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 5 | 1 | 5.10% | 11.81% | 21.44% | Q2 2013 | Q4 2014 | 6 |
KANALY TRUST CO | 4 | 1 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q2 2016 | 6 |
Nadler Financial Group, Inc. | 6 | 6 | 0.11% | 0.13% | 0.16% | Q1 2015 | Q2 2016 | 6 |
First Allied Asset Management, Inc. | 6 | 6 | 0.03% | 0.39% | 0.64% | Q2 2013 | Q3 2014 | 6 |
MEEDER ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 6 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Apriem Advisors | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2018 | 6 |
Glenview Trust Co | 6 | 6 | 0.02% | 0.02% | 0.04% | Q1 2017 | Q2 2018 | 6 |
MARCUARD FAMILY OFFICE LTD | 6 | 6 | 1.46% | 2.21% | 2.56% | Q2 2013 | Q3 2014 | 6 |
Mayfair Advisory Group, LLC | 6 | 6 | 0.31% | 0.52% | 0.61% | Q2 2022 | Q3 2023 | 6 |
ZWJ INVESTMENT COUNSEL INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 5 |
BW Gestao de Investimentos Ltda. | 4 | 1 | 1.50% | 6.81% | 20.96% | Q4 2013 | Q3 2020 | 5 |
NovaPoint Capital, LLC | 5 | 5 | 0.16% | 0.19% | 0.24% | Q4 2019 | Q4 2020 | 5 |
Destination Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 5 |
Lansing Street Advisors | 5 | 5 | 0.00% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Cowen Prime Services LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
Verdence Capital Advisors LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Hartford Financial Management Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 5 |
BARINGS LLC | 5 | 5 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q4 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
RE Dickinson Investment Advisors, LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Financial Advocates Investment Management | 4 | 1 | 0.05% | 0.08% | 0.10% | Q4 2017 | Q3 2023 | 5 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Newbridge Financial Services Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
OLD DOMINION CAPITAL MANAGEMENT INC | 5 | 5 | 0.32% | 1.02% | 1.23% | Q3 2020 | Q3 2021 | 5 |
SNS Financial Group, LLC | 3 | 2 | 0.06% | 0.07% | 0.10% | Q2 2015 | Q3 2016 | 5 |
EXANE DERIVATIVES | 4 | 1 | 0.11% | 0.16% | 0.21% | Q4 2020 | Q1 2022 | 5 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.76% | 1.97% | Q4 2021 | Q3 2023 | 5 |
Lee Financial Co | 3 | 2 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2018 | 5 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.02% | 0.18% | 0.62% | Q2 2021 | Q4 2022 | 5 |
CARRET ASSET MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2013 | Q3 2014 | 5 |
Aries Wealth Management | 5 | 5 | 0.22% | 0.27% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Gunma Bank,Ltd. | 4 | 1 | 0.61% | 1.61% | 2.69% | Q1 2021 | Q3 2022 | 5 |
MKT Advisors LLC | 4 | 1 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 5 |
Aevitas Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
PACIFIC FINANCIAL GROUP INC | 3 | 2 | 1.05% | 2.42% | 3.50% | Q2 2021 | Q3 2023 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 1.40% | 3.59% | 4.93% | Q3 2022 | Q3 2023 | 5 |
Brookstone Capital Management | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2023 | 5 |
KENFARB & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PGIM Custom Harvest LLC | 4 | 1 | 0.09% | 0.13% | 0.26% | Q3 2021 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.03% | 0.05% | 0.12% | Q4 2016 | Q4 2017 | 5 |
Quadrant Capital Management, LLC | 4 | 1 | 0.85% | 0.93% | 1.00% | Q2 2017 | Q3 2018 | 5 |
Advisor OS, LLC | 5 | 5 | 0.19% | 1.71% | 3.76% | Q2 2021 | Q2 2022 | 5 |
BHF Kleinwort Benson Group S.A. | 4 | 1 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q4 2015 | 5 |
FIRST NATIONAL TRUST CO | 4 | 1 | 0.03% | 0.04% | 0.05% | Q3 2015 | Q1 2019 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.06% | 0.12% | Q4 2017 | Q4 2018 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2017 | 5 |
ERTS Wealth Advisors, LLC | 3 | 2 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 5 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 5 |
CETERA INVESTMENT MANAGEMENT LLC | 4 | 1 | 1.22% | 1.59% | 2.42% | Q4 2015 | Q2 2017 | 5 |
Nuveen Asset Management, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2015 | 5 |
EPG Wealth Management LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.29% | 0.57% | 1.08% | Q4 2018 | Q4 2019 | 5 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 5 | 5 | 0.81% | 1.77% | 2.89% | Q3 2017 | Q3 2018 | 5 |
Euclid Advisors LLC | 5 | 5 | 0.65% | 0.70% | 0.74% | Q2 2013 | Q2 2014 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.02% | 0.27% | 0.39% | Q3 2020 | Q3 2021 | 5 |
Truvestments Capital LLC | 3 | 2 | 0.10% | 0.76% | 1.48% | Q2 2018 | Q3 2019 | 5 |
JOYN Advisors, Inc. | 2 | 1 | 0.01% | 0.07% | 0.19% | Q3 2013 | Q4 2018 | 5 |
KING LUTHER CAPITAL MANAGEMENT CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 1 | 0.04% | 0.49% | 0.80% | Q3 2017 | Q2 2021 | 5 |
ALBION FINANCIAL GROUP /UT | 4 | 1 | 0.00% | 0.32% | 0.51% | Q3 2013 | Q4 2022 | 5 |
Quintium Advisors, LLC | 5 | 5 | 0.80% | 1.10% | 1.40% | Q4 2013 | Q4 2014 | 5 |
TECTONIC ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
1ST SOURCE BANK | 3 | 2 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q4 2014 | 5 |
COMERICA SECURITIES INC | 4 | 1 | 0.07% | 0.15% | 0.30% | Q2 2014 | Q4 2016 | 5 |
FOUNDERS BANK & TRUST | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Taylor, Cottrill LLC | 5 | 5 | 0.24% | 0.49% | 0.57% | Q3 2013 | Q3 2014 | 5 |
Savior LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 5 |
Portfolio Strategies Inc | 5 | 5 | 0.01% | 0.17% | 0.78% | Q4 2016 | Q4 2017 | 5 |
Diversified Trust Co | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 5 |
WILLIAMS JONES & ASSOCIATES LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 5 |
WILLIAM HARRIS INVESTORS INC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q4 2015 | Q4 2016 | 5 |
Cypress Capital Management LLC (WY) | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2019 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Empirical Finance, LLC | 4 | 1 | 0.13% | 0.24% | 0.28% | Q1 2018 | Q4 2019 | 5 |
Douglass Winthrop Advisors, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q1 2015 | Q1 2016 | 5 |
F-Squared Investment Management, LLC | 5 | 5 | 0.12% | 0.83% | 1.62% | Q2 2013 | Q2 2014 | 5 |
SUMMIT CAPITAL MANAGEMENT LLC | 5 | 5 | 1.19% | 1.70% | 2.40% | Q1 2015 | Q1 2016 | 5 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 5 | 5 | 1.11% | 1.38% | 1.77% | Q2 2017 | Q2 2018 | 5 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 5 | 5 | 1.13% | 1.28% | 1.41% | Q3 2022 | Q3 2023 | 5 |
Portland Global Advisors LLC | 5 | 5 | 0.12% | 0.18% | 0.31% | Q2 2014 | Q2 2015 | 5 |
Golden State Wealth Management, LLC | 3 | 2 | 0.02% | 0.05% | 0.18% | Q1 2019 | Q2 2020 | 5 |
FORVIS Wealth Advisors, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q4 2015 | 5 |
Salomon & Ludwin, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Bares Capital Management | 5 | 5 | 0.06% | 0.07% | 0.09% | Q1 2013 | Q1 2014 | 5 |
WMS Partners, LLC | 3 | 1 | 0.03% | 0.10% | 0.24% | Q4 2015 | Q2 2023 | 5 |
VICUS CAPITAL | 2 | 1 | 0.41% | 1.51% | 4.24% | Q3 2013 | Q1 2022 | 5 |
Windhaven Investment Management, Inc. | 4 | 1 | 0.00% | 2.45% | 3.99% | Q1 2014 | Q1 2018 | 5 |
ASSET ADVISORS CORP | 5 | 5 | 0.04% | 0.09% | 0.12% | Q3 2013 | Q3 2014 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 1 | 0.01% | 0.06% | 0.08% | Q2 2015 | Q3 2023 | 5 |
Pointe Capital Management LLC | 3 | 1 | 0.13% | 0.14% | 0.15% | Q2 2021 | Q1 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Selective Wealth Management, Inc. | 3 | 1 | 0.11% | 0.15% | 0.20% | Q2 2022 | Q2 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 0.24% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 1.47% | 1.55% | 1.65% | Q4 2022 | Q3 2023 | 4 |
New England Private Wealth Advisors LLC | 4 | 4 | 0.12% | 0.15% | 0.17% | Q4 2013 | Q3 2014 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 4 |
PATTON ALBERTSON MILLER GROUP, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q2 2019 | Q1 2020 | 4 |
ROTHSCHILD INVESTMENT LLC /IL | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q3 2014 | 4 |
Ritter Daniher Financial Advisory LLC / DE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Alpine Group USVI, LLC | 3 | 1 | 0.18% | 0.86% | 1.24% | Q2 2017 | Q3 2019 | 4 |
Clark Capital Management Group, Inc. | 4 | 4 | 0.06% | 0.10% | 0.15% | Q2 2017 | Q1 2018 | 4 |
Cornerstone Financial Partners, LLC | 3 | 1 | 0.19% | 0.93% | 2.87% | Q4 2015 | Q1 2017 | 4 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2018 | 4 |
Proficio Capital Partners LLC | 4 | 4 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q2 2018 | 4 |
Jump Trading, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ENTRUST GLOBAL PARTNERS L L C | 4 | 4 | 0.48% | 0.59% | 0.72% | Q4 2021 | Q3 2022 | 4 |
McQueen, Ball & Associates Inc. | 4 | 4 | 0.68% | 0.75% | 0.91% | Q4 2015 | Q3 2016 | 4 |
TOWNSQUARE CAPITAL LLC | 3 | 1 | 0.01% | 0.12% | 0.40% | Q3 2020 | Q3 2023 | 4 |
VALLEY NATIONAL BANCORP | 4 | 4 | 0.67% | 1.00% | 1.30% | Q1 2014 | Q4 2014 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 1.16% | 1.34% | 1.40% | Q2 2017 | Q1 2018 | 4 |
Bell Bank | 4 | 4 | 0.18% | 0.19% | 0.20% | Q3 2014 | Q2 2015 | 4 |
YALE UNIVERSITY | 4 | 4 | 1.59% | 3.31% | 5.30% | Q2 2021 | Q1 2022 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 5.73% | 6.29% | 6.98% | Q4 2022 | Q3 2023 | 4 |
PANAGORA ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
Legacy Private Trust Co. | 2 | 1 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q4 2014 | 4 |
Olympiad Research LP | 4 | 4 | 0.14% | 0.23% | 0.26% | Q2 2021 | Q1 2022 | 4 |
HOLDERNESS INVESTMENTS CO | 4 | 4 | 0.12% | 0.14% | 0.15% | Q2 2017 | Q1 2018 | 4 |
Delphi Private Advisors LLC | 4 | 4 | 0.45% | 0.58% | 0.72% | Q4 2017 | Q3 2018 | 4 |
Avior Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.17% | 0.54% | Q1 2018 | Q1 2021 | 4 |
Eagle Bay Advisors LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2022 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.03% | 0.54% | 0.78% | Q3 2014 | Q3 2015 | 4 |
Granite Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.18% | 0.20% | 0.23% | Q2 2017 | Q1 2018 | 4 |
Bernardo Wealth Planning LLC | 2 | 1 | 0.08% | 0.16% | 0.24% | Q3 2019 | Q4 2020 | 4 |
Chesley Taft & Associates LLC | 3 | 1 | 0.02% | 0.04% | 0.10% | Q4 2013 | Q4 2017 | 4 |
FundX Investment Group, LLC | 2 | 1 | 9.49% | 15.08% | 20.82% | Q3 2013 | Q3 2017 | 4 |
Next Capital Management LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q3 2019 | 4 |
EverSource Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.10% | 0.18% | 0.30% | Q4 2018 | Q3 2019 | 4 |
Guild Investment Management, Inc. | 3 | 1 | 4.69% | 9.65% | 21.40% | Q3 2013 | Q4 2019 | 4 |
Jackson, Grant Investment Advisers, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2020 | 4 |
New England Investment & Retirement Group, Inc. | 4 | 4 | 6.42% | 7.93% | 8.94% | Q3 2013 | Q2 2014 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Heritage Trust Co | 4 | 4 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q4 2018 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2020 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Cable Hill Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 4 |
Abacus Wealth Partners, LLC | 4 | 4 | 0.08% | 0.13% | 0.18% | Q4 2020 | Q3 2021 | 4 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.33% | 0.45% | 0.61% | Q4 2022 | Q3 2023 | 4 |
BAINCO INTERNATIONAL INVESTORS | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2014 | Q1 2015 | 4 |
4Thought Financial Group Inc. | 4 | 4 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q1 2023 | 4 |
Ferris Capital, LLC | 4 | 4 | 0.39% | 0.42% | 0.44% | Q4 2017 | Q3 2018 | 4 |
LEUTHOLD GROUP, LLC | 4 | 4 | 0.02% | 0.09% | 0.23% | Q2 2013 | Q1 2014 | 4 |
Altium Wealth Management LLC | 4 | 4 | 0.05% | 0.10% | 0.15% | Q4 2017 | Q3 2018 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
F3Logic, LLC | 3 | 1 | 0.03% | 0.24% | 0.40% | Q4 2018 | Q3 2020 | 4 |
MCF Advisors LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2020 | 4 |
O'Brien Wealth Partners LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q2 2022 | 4 |
Bricktown Capital, LLC | 4 | 4 | 0.44% | 1.00% | 1.99% | Q4 2022 | Q3 2023 | 4 |
Strategic Capital Group LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
REBALANCE, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Karp Capital Management Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
SEGALL BRYANT & HAMILL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.04% | 0.06% | 0.09% | Q3 2017 | Q2 2018 | 4 |
Hefty Wealth Partners | 4 | 4 | 0.01% | 0.57% | 0.79% | Q1 2017 | Q4 2017 | 4 |
Angeles Investment Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2022 | 4 |
Vontobel Swiss Wealth Advisors AG | 2 | 1 | 0.12% | 0.56% | 1.17% | Q2 2016 | Q2 2021 | 4 |
Rehmann Capital Advisory Group | 2 | 1 | 0.01% | 0.07% | 0.09% | Q4 2011 | Q1 2019 | 4 |
First Bank & Trust | 4 | 4 | 0.39% | 0.41% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Aviance Capital Partners, LLC | 4 | 4 | 0.33% | 0.39% | 0.46% | Q2 2015 | Q1 2016 | 4 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.17% | 0.29% | 0.40% | Q2 2014 | Q1 2018 | 4 |
Principal Street Partners, LLC | 4 | 4 | 0.09% | 0.15% | 0.17% | Q4 2021 | Q3 2022 | 4 |
Robertson Stephens Wealth Management, LLC | 2 | 1 | 0.02% | 0.17% | 0.58% | Q3 2020 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.14% | 0.19% | 0.32% | Q4 2021 | Q3 2022 | 4 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2022 | 4 |
Risk Paradigm Group, LLC | 4 | 4 | 0.04% | 0.17% | 0.34% | Q1 2015 | Q4 2015 | 4 |
Liberty Mutual Group Asset Management Inc. | 3 | 1 | 0.83% | 5.56% | 9.84% | Q1 2014 | Q1 2016 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
NATIXIS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MAGNOLIA CAPITAL ADVISORS LLC | 2 | 2 | 2.51% | 3.24% | 3.71% | Q3 2020 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Francis Financial, Inc. | 2 | 2 | 0.22% | 4.31% | 9.03% | Q4 2017 | Q3 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
HL FINANCIAL SERVICES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Delek Group, Ltd. | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2018 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 9.08% | 9.37% | 9.54% | Q4 2022 | Q3 2023 | 4 |
Tidal Investments LLC | 3 | 1 | 0.01% | 0.10% | 0.28% | Q2 2021 | Q2 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 2.66% | 2.82% | 3.00% | Q4 2022 | Q3 2023 | 4 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 1 | 0.00% | 0.04% | 0.17% | Q4 2015 | Q4 2016 | 4 |
Benchmark Capital Advisors | 4 | 4 | 0.32% | 0.33% | 0.34% | Q2 2017 | Q1 2018 | 4 |
Welch Investments, LLC | 4 | 4 | 0.11% | 0.18% | 0.25% | Q4 2016 | Q3 2017 | 4 |
Lyons Wealth Management, LLC. | 4 | 4 | 0.57% | 0.58% | 0.60% | Q2 2017 | Q1 2018 | 4 |
BBR PARTNERS, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2017 | Q4 2017 | 4 |
Unconventional Investor, LLC | 4 | 4 | 0.88% | 0.97% | 1.03% | Q4 2022 | Q3 2023 | 4 |
Clearstead Trust, LLC | 4 | 4 | 0.18% | 0.32% | 0.45% | Q4 2021 | Q3 2022 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 4.57% | 8.63% | 10.21% | Q4 2022 | Q3 2023 | 4 |
KLS Professional Advisors Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q1 2019 | 4 |
Acorn Advisory Capital L.P. | 4 | 4 | 0.52% | 1.81% | 5.59% | Q4 2017 | Q3 2018 | 4 |
PAYDEN & RYGEL | 2 | 2 | 0.11% | 0.20% | 0.48% | Q4 2019 | Q4 2020 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.87% | 0.92% | 0.97% | Q1 2015 | Q4 2015 | 4 |
Archford Capital Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2018 | 4 |
Echo Wealth Management, LLC | 4 | 4 | 0.30% | 0.30% | 0.32% | Q4 2020 | Q3 2021 | 4 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 1 | 0.02% | 0.03% | 0.07% | Q3 2019 | Q4 2021 | 4 |
Fulcrum Equity Management | 2 | 2 | 0.08% | 0.13% | 0.19% | Q2 2020 | Q2 2021 | 4 |
Verity Asset Management, Inc. | 4 | 4 | 1.34% | 3.06% | 4.06% | Q1 2017 | Q4 2017 | 4 |
LBA Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
Gilbert & Cook, Inc. | 3 | 3 | 0.08% | 0.09% | 0.11% | Q4 2016 | Q2 2017 | 3 |
CAPITAL COUNSEL LLC/NY | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q2 2013 | 3 |
Empire Life Investments Inc. | 3 | 3 | 0.05% | 0.09% | 0.13% | Q4 2019 | Q2 2020 | 3 |
PRINCETON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.03% | 0.04% | 0.07% | Q1 2018 | Q3 2018 | 3 |
Emery Howard Portfolio Management, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Advisors Preferred, LLC | 2 | 1 | 0.69% | 2.33% | 3.60% | Q2 2017 | Q4 2019 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2014 | Q4 2014 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 3 | 3 | 0.25% | 0.25% | 0.26% | Q4 2013 | Q2 2014 | 3 |
OTA Financial Group L.P. | 2 | 1 | 0.60% | 0.94% | 1.60% | Q3 2014 | Q2 2015 | 3 |
TIEDEMANN ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Baring International Investment Ltd | 3 | 3 | 0.15% | 0.18% | 0.21% | Q4 2013 | Q2 2014 | 3 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Jacobus Wealth Management, Inc. | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2014 | Q3 2014 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Crescent Capital Consulting, LLC | 3 | 3 | 0.00% | 0.89% | 1.68% | Q2 2021 | Q4 2021 | 3 |
Custos Family Office, LLC | 3 | 3 | 0.66% | 0.68% | 0.71% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
INTRUST BANK NA | 2 | 1 | 0.05% | 0.18% | 0.25% | Q1 2014 | Q4 2021 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.20% | 0.23% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q2 2016 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Summit Financial Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q4 2014 | Q2 2015 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q2 2022 | 3 |
BlackRock Institutional Trust Company, N.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 3 |
Stockman Wealth Management, Inc. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q2 2019 | 3 |
BENJAMIN EDWARDS INC | 2 | 1 | 0.03% | 0.06% | 0.11% | Q1 2019 | Q1 2022 | 3 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 3 |
Trust Asset Management LLC | 3 | 3 | 2.66% | 4.64% | 8.43% | Q1 2017 | Q3 2017 | 3 |
Goldstein Munger & Associates | 3 | 3 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q1 2018 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.47% | 0.57% | 0.68% | Q4 2022 | Q3 2023 | 3 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 0.39% | 0.42% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q3 2020 | 3 |
Truepoint, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q4 2017 | 3 |
Charles Schwab Investment Advisory, Inc. | 3 | 3 | 0.16% | 0.22% | 0.34% | Q2 2019 | Q4 2019 | 3 |
PRIVATE MANAGEMENT GROUP INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Linscomb & Williams, Inc. | 2 | 1 | 0.01% | 0.04% | 0.05% | Q4 2019 | Q4 2022 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.05% | 0.75% | 1.13% | Q1 2023 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Maven Securities LTD | 1 | 1 | 0.04% | 0.10% | 0.20% | Q4 2018 | Q3 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.06% | 0.09% | 0.14% | Q2 2021 | Q3 2022 | 3 |
Artha Capital Management, Inc. | 3 | 3 | 2.32% | 3.30% | 4.38% | Q4 2013 | Q2 2014 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 1.41% | 1.87% | 2.34% | Q4 2021 | Q2 2022 | 3 |
Sandy Cove Advisors, LLC | 3 | 3 | 0.28% | 0.47% | 0.58% | Q1 2023 | Q3 2023 | 3 |
WEALTHFRONT Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
BAHL & GAYNOR INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Solstein Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
MORGENS WATERFALL VINTIADIS & CO INC | 2 | 1 | 0.63% | 0.70% | 0.75% | Q1 2015 | Q3 2017 | 3 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2016 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Partnervest Advisory Services LLC | 2 | 1 | 0.12% | 0.16% | 0.21% | Q4 2017 | Q3 2018 | 3 |
Madison Asset Management, LLC | 3 | 3 | 0.01% | 0.07% | 0.14% | Q4 2019 | Q2 2020 | 3 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 3 |
SpiderRock Advisors, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2017 | 3 |
BBVA USA Bancshares, Inc. | 3 | 3 | 0.29% | 0.34% | 0.37% | Q3 2014 | Q1 2015 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Constellation Wealth Advisors, LLC | 3 | 3 | 6.64% | 7.47% | 8.81% | Q1 2015 | Q3 2015 | 3 |
Surevest, LLC | 3 | 3 | 0.12% | 0.20% | 0.26% | Q4 2018 | Q2 2019 | 3 |
First Capital Advisors Group, LLC. | 3 | 3 | 0.12% | 0.14% | 0.16% | Q3 2017 | Q1 2018 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q1 2022 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.58% | 0.62% | 0.66% | Q1 2023 | Q3 2023 | 3 |
VOYA INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q1 2014 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PFG Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q3 2018 | 3 |
One Capital Management, LLC | 2 | 1 | 0.01% | 0.26% | 0.44% | Q3 2014 | Q2 2023 | 3 |
Friedenthal Financial | 2 | 1 | 0.37% | 2.27% | 6.05% | Q2 2014 | Q4 2017 | 3 |
Covenant Multifamily Offices, LLC | 2 | 1 | 0.02% | 2.83% | 8.41% | Q3 2015 | Q1 2019 | 3 |
Crewe Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 3 |
Wealthfront Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Baker Avenue Asset Management, LP | 2 | 1 | 0.04% | 0.05% | 0.07% | Q3 2013 | Q4 2014 | 3 |
ROBSHAW & JULIAN ASSOCIATES INC | 2 | 1 | 3.10% | 3.27% | 3.56% | Q1 2014 | Q2 2017 | 3 |
HNP Capital LLC | 2 | 1 | 0.33% | 1.89% | 2.92% | Q4 2018 | Q1 2020 | 3 |
Clear Perspectives Financial Planning, LLC | 3 | 3 | 1.93% | 2.47% | 3.02% | Q2 2021 | Q4 2021 | 3 |
Signature Financial Management, Inc. | 3 | 3 | 0.42% | 0.50% | 0.58% | Q1 2014 | Q3 2014 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q1 2014 | 3 |
JUNCTURE WEALTH STRATEGIES, LLC | 3 | 3 | 2.46% | 3.02% | 3.42% | Q2 2021 | Q4 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Turim 21 Investimentos Ltda. | 3 | 3 | 0.13% | 0.18% | 0.22% | Q3 2017 | Q1 2018 | 3 |
Moors & Cabot, Inc. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q1 2018 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.66% | 0.73% | 0.80% | Q1 2022 | Q3 2022 | 3 |
Essex Savings Bank | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2018 | Q2 2019 | 3 |
Addison Capital Co | 3 | 3 | 0.15% | 0.16% | 0.16% | Q2 2019 | Q4 2019 | 3 |
Ciovacco Capital Management LLC | 3 | 3 | 5.94% | 7.83% | 11.11% | Q1 2023 | Q3 2023 | 3 |
Altus Wealth Group LLC | 3 | 3 | 0.16% | 0.18% | 0.18% | Q4 2020 | Q2 2021 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 3 | 0.26% | 0.31% | 0.37% | Q3 2022 | Q1 2023 | 3 |
QCM Cayman, Ltd. | 1 | 1 | 0.11% | 0.92% | 1.48% | Q1 2014 | Q3 2021 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.27% | 0.28% | 0.28% | Q2 2021 | Q4 2021 | 3 |
CATALYST PRIVATE WEALTH, LLC | 2 | 1 | 0.05% | 0.73% | 1.19% | Q3 2020 | Q2 2022 | 3 |
RGT Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
NewFocus Financial Group, LLC | 3 | 3 | 2.65% | 3.37% | 4.04% | Q3 2015 | Q1 2016 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Atlantic Private Wealth, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MACKENZIE FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Global Endowment Management, LP | 2 | 1 | 0.09% | 0.44% | 1.13% | Q4 2019 | Q2 2022 | 3 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 3 |
Timber Hill LLC | 3 | 3 | 0.02% | 0.06% | 0.12% | Q3 2017 | Q1 2018 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
QCI ASSET MANAGEMENT INC/NY | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.96% | 2.64% | Q2 2015 | Q1 2022 | 3 |
BASSO CAPITAL MANAGEMENT, L.P. | 3 | 3 | 0.01% | 2.34% | 3.69% | Q2 2015 | Q4 2015 | 3 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2016 | 3 |
QVR LLC | 1 | 1 | 0.07% | 0.11% | 0.13% | Q2 2018 | Q2 2019 | 3 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 3 |
Alberta Investment Management Corp | 1 | 1 | 0.11% | 0.20% | 0.25% | Q3 2018 | Q2 2021 | 3 |
Schwab Charitable Fund | 3 | 3 | 0.31% | 0.34% | 0.36% | Q4 2017 | Q2 2018 | 3 |
Journey Advisory Group, LLC | 3 | 3 | 1.14% | 1.28% | 1.36% | Q1 2023 | Q3 2023 | 3 |
Laurel Grove Capital, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q4 2014 | Q2 2015 | 3 |
Rodgers Brothers Inc. | 2 | 1 | 0.04% | 0.06% | 0.07% | Q1 2018 | Q1 2021 | 3 |
INVICTUS PRIVATE WEALTH, LLC | 3 | 3 | 2.43% | 2.65% | 2.81% | Q1 2023 | Q3 2023 | 3 |
Portfolio Strategies, Inc. | 2 | 1 | 0.01% | 0.08% | 0.22% | Q4 2017 | Q3 2018 | 3 |
Rezny Wealth Management, Inc. | 3 | 3 | 6.96% | 8.00% | 8.66% | Q2 2017 | Q4 2017 | 3 |
AGF Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
Saiers Capital, LLC | 1 | 1 | 0.00% | 0.08% | 0.17% | Q4 2014 | Q4 2014 | 2 |
Magnus Financial Group LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 2 |
Weatherstone Capital Management | 1 | 1 | 0.57% | 0.64% | 0.71% | Q4 2013 | Q2 2017 | 2 |
Kiwi Wealth Investments Limited Partnership | 2 | 2 | 0.16% | 0.18% | 0.19% | Q3 2021 | Q4 2021 | 2 |
AMG National Trust Bank | 1 | 1 | 0.02% | 0.12% | 0.22% | Q4 2014 | Q2 2015 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
CSM Advisors, LLC | 2 | 2 | 1.82% | 1.94% | 2.06% | Q1 2023 | Q2 2023 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.37% | 0.39% | 0.41% | Q2 2016 | Q3 2016 | 2 |
WEXFORD CAPITAL LP | 2 | 2 | 0.41% | 0.43% | 0.44% | Q1 2021 | Q2 2021 | 2 |
Logan Stone Capital, LLC | 2 | 2 | 0.29% | 0.34% | 0.40% | Q2 2023 | Q3 2023 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
NSI Retail Advisors, LLC | 2 | 2 | 4.04% | 4.57% | 5.11% | Q1 2023 | Q2 2023 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
FIC CAPITAL INC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2017 | Q3 2017 | 2 |
CX Institutional | 2 | 2 | 0.00% | 0.21% | 0.42% | Q1 2020 | Q2 2020 | 2 |
Acuitas Investments, LLC | 2 | 2 | 2.11% | 2.29% | 2.47% | Q3 2022 | Q4 2022 | 2 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q1 2020 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.07% | 0.15% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Smart Money Group LLC | 2 | 2 | 0.21% | 0.61% | 1.02% | Q4 2017 | Q1 2018 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
JRM Investment Counsel, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2017 | Q3 2017 | 2 |
Valentine Capital Asset Management, Inc. | 2 | 2 | 1.12% | 1.13% | 1.13% | Q4 2014 | Q1 2015 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 2 |
Segment Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q3 2014 | 2 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.50% | 0.98% | Q3 2019 | Q1 2020 | 2 |
Kohmann Bosshard Financial Services, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
PENOBSCOT WEALTH MANAGEMENT | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2022 | Q3 2022 | 2 |
Pinnacle Wealth Management, LLC | 2 | 2 | 3.63% | 3.85% | 4.08% | Q2 2023 | Q3 2023 | 2 |
SCS Capital Management LLC | 2 | 2 | 0.02% | 0.12% | 0.22% | Q2 2015 | Q3 2015 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2017 | Q3 2017 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FNY Investment Advisers, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
SUMMIT FINANCIAL GROUP, INC. | 1 | 1 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Beacon Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 2 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1 | 1 | 0.04% | 0.17% | 0.30% | Q3 2017 | Q3 2021 | 2 |
Atom Investors LP | 2 | 2 | 1.10% | 1.47% | 1.83% | Q2 2023 | Q3 2023 | 2 |
Centric Wealth Management | 1 | 1 | 0.63% | 0.70% | 0.78% | Q4 2022 | Q3 2023 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Paradigm Financial Partners, LLC | 2 | 2 | 0.46% | 0.47% | 0.48% | Q2 2021 | Q3 2021 | 2 |
Watershed Asset Management, L.L.C. | 2 | 2 | 2.65% | 2.76% | 2.88% | Q2 2022 | Q3 2022 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MCIA Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
Geduld E E | 2 | 2 | 0.64% | 0.67% | 0.71% | Q4 2013 | Q1 2014 | 2 |
Permanens Capital L.P. | 2 | 2 | 20.10% | 21.05% | 21.99% | Q2 2014 | Q3 2014 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.15% | 0.28% | Q4 2022 | Q3 2023 | 2 |
Leucadia National | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 2 | 2 | 0.79% | 0.87% | 0.95% | Q4 2013 | Q1 2014 | 2 |
Strategic Equity Management | 2 | 2 | 2.90% | 2.96% | 3.02% | Q1 2023 | Q2 2023 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Wallace Advisory Group, LLC | 2 | 2 | 1.82% | 1.82% | 1.82% | Q1 2023 | Q2 2023 | 2 |
FURE FINANCIAL CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Mathes Company, Inc. | 2 | 2 | 0.49% | 0.52% | 0.54% | Q1 2015 | Q2 2015 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q1 2019 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.52% | 0.82% | 1.12% | Q4 2016 | Q4 2020 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 2 |
NORTH STAR ASSET MANAGEMENT INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
AIA International Ltd | 2 | 2 | 0.51% | 0.54% | 0.56% | Q4 2017 | Q1 2018 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q4 2022 | Q1 2023 | 2 |
Bain Capital Public Equity Management, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q1 2019 | 2 |
XR Securities LLC | 1 | 1 | 0.03% | 0.92% | 1.80% | Q1 2018 | Q4 2019 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q2 2021 | 2 |
DAVIDSON INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 2 |
Jackson Financial Management | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2017 | Q1 2018 | 2 |
COMERICA SECURITIES,INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.14% | 0.20% | 0.25% | Q4 2017 | Q1 2018 | 2 |
MASON STREET ADVISORS, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2014 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
BREMER TRUST NATIONAL ASSOCIATION | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2014 | Q3 2014 | 2 |
Aaron Wealth Advisors LLC | 2 | 2 | 0.01% | 0.08% | 0.15% | Q1 2022 | Q2 2022 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2020 | 2 |
Mount Lucas Management LP | 1 | 1 | 0.36% | 0.38% | 0.39% | Q4 2019 | Q4 2020 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.23% | 0.27% | 0.30% | Q1 2016 | Q2 2016 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2017 | 2 |
Quent Capital, LLC | 2 | 2 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Columbus Macro, LLC | 2 | 2 | 0.30% | 1.08% | 1.86% | Q4 2017 | Q1 2018 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 2 |
NORTHEAST INVESTMENT MANAGEMENT | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.38% | 1.33% | 2.29% | Q3 2017 | Q3 2017 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Rock Creek Group, LP | 2 | 2 | 0.28% | 0.64% | 1.01% | Q4 2013 | Q1 2014 | 2 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q4 2019 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.11% | 1.23% | 2.36% | Q3 2021 | Q4 2021 | 2 |
Gerstein Fisher | 2 | 2 | 0.07% | 0.11% | 0.16% | Q3 2013 | Q4 2013 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2014 | Q3 2014 | 2 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 2 |
Walker Financial Services, Inc. | 2 | 2 | 1.23% | 1.42% | 1.62% | Q1 2022 | Q2 2022 | 2 |
Chan Zuckerberg Initiative, LLC | 2 | 2 | 34.78% | 67.39% | 100.00% | Q2 2023 | Q3 2023 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2022 | 2 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q3 2016 | 2 |
Sterling Ridge Capital Management LP | 2 | 2 | 0.52% | 0.66% | 0.80% | Q3 2015 | Q4 2015 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
HT Partners LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2015 | Q3 2015 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 2 |
MorganRosel Wealth Management, LLC | 2 | 2 | 2.37% | 2.40% | 2.42% | Q2 2023 | Q3 2023 | 2 |
Biltmore Family Office, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Permian Investment Partners, LP | 1 | 1 | 2.84% | 6.90% | 10.96% | Q2 2015 | Q4 2018 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 0.10% | 1.59% | 3.08% | Q4 2021 | Q1 2022 | 2 |
Paradigm Financial Advisors, LLC | 2 | 2 | 0.45% | 0.54% | 0.62% | Q2 2014 | Q3 2014 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
TEXAS CAPITAL BANCSHARES INC/TX | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.06% | 0.15% | 0.25% | Q1 2014 | Q1 2015 | 2 |
BTS Asset Management, Inc. | 2 | 2 | 0.21% | 0.22% | 0.24% | Q4 2013 | Q1 2014 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q1 2016 | 2 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.06% | 0.18% | 0.29% | Q4 2017 | Q2 2021 | 2 |
Man Group plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
PALLADIEM, LLC | 2 | 2 | 3.00% | 3.36% | 3.71% | Q2 2015 | Q3 2015 | 2 |
Long Wharf Investors, Inc. | 2 | 2 | 0.52% | 0.57% | 0.61% | Q3 2013 | Q4 2013 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q3 2015 | Q4 2015 | 2 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 2 |
Williams Jones Wealth Management, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
RESOURCE CONSULTING GROUP INC | 2 | 2 | 0.39% | 0.41% | 0.43% | Q4 2021 | Q1 2022 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
INNEALTA CAPITAL, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q4 2021 | 2 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q2 2021 | 2 |
High Falls Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 2 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.01% | 0.91% | 1.80% | Q4 2014 | Q2 2023 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2015 | 2 |
HARBOR CAPITAL ADVISORS, INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q4 2023 | 2 |
GW HENSSLER & ASSOCIATES LTD | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Arlington Trust Co LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Calvert Investment Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Global Index Advisors Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
Source Financial Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
STRS OHIO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Capital Square, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 11.42% | 11.42% | 11.42% | Q2 2021 | Q2 2021 | 1 |
Coatue Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NEVILLE RODIE & SHAW INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Osbon Capital Management LLC | 1 | 1 | 4.16% | 4.16% | 4.16% | Q2 2019 | Q2 2019 | 1 |
REGIMEN WEALTH, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Newfoundland Capital Management | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2022 | Q3 2022 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2017 | Q1 2017 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
American Institute for Advanced Investment Management, LLP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
BECK MACK & OLIVER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
IAM Advisory, LLC | 1 | 1 | 11.42% | 11.42% | 11.42% | Q2 2021 | Q2 2021 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q4 2015 | Q4 2015 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wealthsimple US, Ltd. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fort Sheridan Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2017 | Q4 2017 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q2 2015 | Q2 2015 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Vishria Bird Financial Group, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2018 | Q4 2018 | 1 |
CS MCKEE LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Stadion Money Management, LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q3 2013 | Q3 2013 | 1 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Rinkey Investments | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SMITH, MOORE & CO. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q3 2015 | 1 |
Matrix Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2013 | Q3 2013 | 1 |
Farmers National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
GABLES CAPITAL MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Diametric Capital, LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2020 | Q2 2020 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2022 | Q1 2022 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Context Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2022 | Q1 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2021 | Q2 2021 | 1 |
Select Equity Group, L.P. | 1 | 1 | 4.88% | 4.88% | 4.88% | Q2 2017 | Q2 2017 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Ascent Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Redmond Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
MayTech Global Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Atlas Merchant Capital LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2022 | Q4 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crestline Management, LP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2022 | Q1 2022 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
One Charles Private Wealth Services, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FirstPurpose Wealth LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
WATERSHED PRIVATE WEALTH LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2014 | Q3 2014 | 1 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Q3 Asset Management | 1 | 1 | 5.62% | 5.62% | 5.62% | Q4 2022 | Q4 2022 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 2.36% | 2.36% | 2.36% | Q2 2013 | Q2 2013 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
SP Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Integrity Financial Corp /WA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Cardinal Strategic Wealth Guidance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q3 2023 | Q3 2023 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Wealthsimple Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Edenbrook Capital, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2022 | Q3 2022 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Liquid Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Midwest Professional Planners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Welch Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Centiva Capital, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
BOS Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Regis Management CO LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Willow Street Advisors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2013 | Q4 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
WADE G W & INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
JD CAPITAL MANAGEMENT LLC | 1 | 1 | 16.74% | 16.74% | 16.74% | Q1 2017 | Q1 2017 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q2 2023 | Q2 2023 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2018 | Q4 2018 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Milliman Financial Risk Management LLC | 1 | 1 | 7.12% | 7.12% | 7.12% | Q4 2015 | Q4 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Colorado Capital Management, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2016 | Q1 2016 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
SVB Investment Services Inc. | 1 | 1 | 2.17% | 2.17% | 2.17% | Q1 2022 | Q1 2022 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2016 | Q2 2016 | 1 |
University of Maryland Foundation, Inc. | 1 | 1 | 19.74% | 19.74% | 19.74% | Q2 2022 | Q2 2022 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Archon Partners LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q2 2023 | Q2 2023 | 1 |
Redwood Financial Network Corp | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Power Corp of Canada | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Alliance Wealth Advisors, LLC /UT | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2023 | Q1 2023 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Peachtree Investment Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2022 | Q4 2022 | 1 |
UNITED BANK, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Berkeley Capital Partners, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2015 | Q4 2015 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2014 | Q4 2014 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 3.87% | 3.87% | 3.87% | Q1 2015 | Q1 2015 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 6.16% | 6.16% | 6.16% | Q3 2020 | Q3 2020 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2018 | Q1 2018 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2013 | Q1 2013 | 1 |
ELEMENT POINTE ADVISORS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2023 | Q2 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Grandeur Peak Global Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2016 | Q2 2016 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2021 | Q2 2021 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2017 | Q3 2017 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2023 | Q1 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2014 | Q1 2014 | 1 |
XPONANCE, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 7.96% | 7.96% | 7.96% | Q1 2023 | Q1 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Dominick & Dominick LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2014 | Q4 2014 | 1 |
Index Fund Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 2.15% | 2.15% | 2.15% | Q4 2022 | Q4 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Rollins Financial | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Ratio Wealth Group | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2022 | Q1 2022 | 1 |
Morling Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Deane Retirement Strategies, Inc. | 1 | 1 | 5.19% | 5.19% | 5.19% | Q4 2019 | Q4 2019 | 1 |
Savant Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Claro Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2017 | Q4 2017 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PEAK6 Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
OTA LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q2 2014 | Q2 2014 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Leith Wheeler Investment Counsel Ltd. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2016 | Q1 2016 | 1 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2013 | Q3 2013 | 1 |
ADELL HARRIMAN & CARPENTER INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Wealth Management Solutions, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 5.90% | 5.90% | 5.90% | Q1 2022 | Q1 2022 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2023 | Q2 2023 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EMG Holdings, L.P. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Rinet Co LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2017 | Q3 2017 | 1 |
External links
This page lists all the filers that currently own VANGUARD INTL EQUITY INDEX F or have owned VANGUARD INTL EQUITY INDEX F in the past.