Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 124 |
BARCLAYS PLC | 37 | 2 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 100 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 100 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.22% | 2.02% | Q1 2014 | Q3 2023 | 99 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.04% | 0.24% | Q1 2012 | Q3 2023 | 93 |
Citadel Advisors | 31 | 6 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 87 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.16% | Q1 2013 | Q3 2023 | 75 |
Cutler Group LLC / CA | 23 | 8 | 0.00% | 0.03% | 0.54% | Q4 2015 | Q3 2023 | 75 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.07% | 0.43% | Q2 2013 | Q3 2023 | 74 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.23% | Q4 2014 | Q3 2023 | 66 |
Parallax Volatility Advisers, L.P. | 24 | 3 | 0.00% | 0.09% | 0.52% | Q3 2013 | Q1 2021 | 66 |
HSBC HOLDINGS PLC | 43 | 43 | 0.00% | 0.04% | 0.21% | Q1 2013 | Q3 2023 | 65 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 62 |
HAP Trading, LLC | 25 | 25 | 0.00% | 0.37% | 2.93% | Q2 2013 | Q2 2019 | 56 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 55 |
WOLVERINE TRADING, LLC | 11 | 1 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 49 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 40 | 0.00% | 0.02% | 0.13% | Q4 2013 | Q3 2023 | 45 |
NOMURA HOLDINGS INC | 12 | 1 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q2 2023 | 45 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.08% | 0.31% | Q2 2013 | Q1 2017 | 43 |
HighTower Advisors, LLC | 30 | 11 | 0.00% | 0.08% | 0.44% | Q2 2013 | Q3 2023 | 43 |
BALDWIN BROTHERS LLC/MA | 43 | 43 | 0.00% | 0.17% | 2.01% | Q2 2013 | Q4 2023 | 43 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.15% | 0.57% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
CONDOR CAPITAL MANAGEMENT | 42 | 42 | 0.15% | 0.59% | 1.37% | Q2 2013 | Q3 2023 | 42 |
S&CO INC | 42 | 42 | 0.09% | 0.13% | 0.17% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.04% | 0.30% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.01% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.05% | 0.32% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.11% | 0.52% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.02% | 0.29% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 31 | 10 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 41 |
BLAIR WILLIAM & CO/IL | 36 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Clear Harbor Asset Management, LLC | 27 | 14 | 0.01% | 0.24% | 0.99% | Q2 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 36 | 4 | 0.00% | 0.09% | 0.39% | Q3 2013 | Q3 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.01% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 40 |
Permanens Capital L.P. | 40 | 40 | 0.26% | 8.68% | 33.50% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.00% | 0.06% | 0.19% | Q3 2013 | Q3 2023 | 40 |
KANAWHA CAPITAL MANAGEMENT LLC | 39 | 39 | 0.03% | 0.09% | 0.17% | Q1 2014 | Q3 2023 | 39 |
Creative Planning | 27 | 5 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.03% | 0.09% | 0.15% | Q1 2014 | Q3 2023 | 39 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.00% | 0.06% | 0.30% | Q4 2013 | Q1 2018 | 39 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.04% | 0.36% | Q1 2014 | Q3 2023 | 38 |
RAYMOND JAMES TRUST N.A. | 28 | 1 | 0.02% | 0.21% | 0.41% | Q2 2013 | Q3 2023 | 38 |
J.P. Morgan Private Wealth Advisors LLC | 33 | 2 | 0.01% | 0.10% | 0.62% | Q2 2013 | Q3 2023 | 38 |
Global Endowment Management, LP | 22 | 16 | 0.06% | 0.94% | 2.41% | Q1 2014 | Q3 2023 | 38 |
RMB Capital Management, LLC | 37 | 37 | 0.07% | 0.51% | 2.22% | Q3 2014 | Q3 2023 | 37 |
EFG Asset Management (Americas) Corp. | 37 | 37 | 0.03% | 0.51% | 2.21% | Q2 2014 | Q2 2023 | 37 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.02% | 0.18% | Q3 2013 | Q3 2023 | 37 |
WEBSTER BANK, N. A. | 29 | 7 | 0.00% | 0.02% | 0.16% | Q2 2014 | Q3 2023 | 36 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.06% | 0.75% | Q3 2013 | Q3 2021 | 36 |
BlackRock Inc. | 23 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 36 |
Allianz Asset Management GmbH | 16 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 35 |
Private Advisor Group, LLC | 23 | 2 | 0.00% | 0.05% | 0.30% | Q2 2014 | Q3 2023 | 34 |
Advisory Services Network, LLC | 14 | 1 | 0.00% | 0.23% | 1.42% | Q2 2013 | Q3 2023 | 34 |
BESSEMER GROUP INC | 30 | 1 | 0.00% | 0.50% | 2.85% | Q2 2013 | Q3 2023 | 34 |
SeaBridge Investment Advisors LLC | 34 | 34 | 0.09% | 0.58% | 2.56% | Q2 2013 | Q3 2021 | 34 |
BANK OF NOVA SCOTIA | 21 | 2 | 0.00% | 0.25% | 2.06% | Q3 2013 | Q3 2023 | 33 |
Psagot Value Holdings Ltd. | 33 | 33 | 0.01% | 2.50% | 6.01% | Q2 2013 | Q2 2021 | 33 |
STIFEL FINANCIAL CORP | 27 | 1 | 0.00% | 0.03% | 0.24% | Q1 2014 | Q3 2023 | 33 |
OARSMAN CAPITAL, INC. | 25 | 8 | 0.16% | 0.26% | 0.42% | Q4 2013 | Q1 2022 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 1.45% | 3.43% | Q4 2015 | Q4 2023 | 33 |
Homrich & Berg | 32 | 1 | 0.01% | 0.10% | 0.33% | Q2 2013 | Q3 2021 | 33 |
MASSMUTUAL TRUST CO FSB/ADV | 26 | 3 | 0.00% | 0.24% | 0.53% | Q3 2014 | Q1 2023 | 33 |
GFS Advisors, LLC | 27 | 6 | 0.02% | 0.38% | 0.69% | Q2 2015 | Q3 2023 | 33 |
Harbour Capital Advisors, LLC | 21 | 3 | 0.13% | 0.25% | 0.50% | Q2 2013 | Q4 2023 | 33 |
Harel Insurance Investments & Financial Services Ltd. | 32 | 32 | 0.00% | 0.08% | 1.28% | Q4 2015 | Q3 2023 | 32 |
Carroll Financial Associates, Inc. | 32 | 32 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q4 2021 | 32 |
Ayalon Insurance Comp Ltd. | 24 | 8 | 0.21% | 1.18% | 3.31% | Q1 2015 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.00% | 0.05% | Q3 2015 | Q3 2023 | 32 |
Institute for Wealth Management, LLC. | 26 | 6 | 0.00% | 0.39% | 3.46% | Q2 2013 | Q3 2023 | 32 |
Allworth Financial LP | 13 | 6 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 32 |
Mengis Capital Management, Inc. | 28 | 4 | 0.07% | 0.13% | 0.20% | Q2 2015 | Q3 2023 | 32 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 0.11% | 0.76% | Q4 2014 | Q3 2023 | 31 |
FRANKLIN RESOURCES INC | 14 | 1 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 31 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 4 | 0.00% | 0.20% | 1.32% | Q2 2013 | Q1 2023 | 31 |
Kemnay Advisory Services Inc. | 31 | 31 | 0.06% | 0.72% | 5.63% | Q2 2014 | Q4 2021 | 31 |
Intercontinental Wealth Advisors, LLC | 31 | 31 | 0.23% | 1.66% | 4.79% | Q4 2015 | Q2 2023 | 31 |
Mariner, LLC | 22 | 8 | 0.00% | 0.23% | 0.87% | Q2 2013 | Q3 2023 | 30 |
GOFEN & GLOSSBERG LLC /IL/ | 30 | 30 | 0.01% | 0.07% | 0.10% | Q2 2014 | Q3 2021 | 30 |
Walleye Trading LLC | 12 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q1 2020 | 30 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.04% | 0.09% | 0.24% | Q4 2014 | Q3 2023 | 30 |
CAPTRUST FINANCIAL ADVISORS | 12 | 2 | 0.00% | 0.16% | 2.05% | Q2 2013 | Q2 2022 | 30 |
Callan Capital, LLC | 29 | 29 | 0.10% | 0.51% | 2.05% | Q2 2013 | Q2 2020 | 29 |
EXANE DERIVATIVES | 28 | 1 | 0.00% | 0.03% | 0.27% | Q4 2014 | Q1 2022 | 29 |
Mirae Asset Global Investments Co., Ltd. | 16 | 2 | 0.00% | 0.29% | 0.84% | Q2 2013 | Q3 2022 | 29 |
SYNOVUS FINANCIAL CORP | 28 | 1 | 0.00% | 0.18% | 0.63% | Q3 2013 | Q3 2023 | 29 |
M&T BANK CORP | 17 | 1 | 0.00% | 0.06% | 0.69% | Q3 2014 | Q2 2023 | 29 |
Cordasco Financial Network | 29 | 29 | 0.03% | 0.09% | 0.48% | Q2 2015 | Q2 2022 | 29 |
WELCH & FORBES LLC | 29 | 29 | 0.05% | 0.09% | 0.14% | Q3 2015 | Q3 2022 | 29 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 29 |
SIGNATUREFD, LLC | 28 | 28 | 0.00% | 5.46% | 12.97% | Q2 2013 | Q1 2020 | 28 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 15 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 28 |
AllSquare Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Kistler-Tiffany Companies, LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 28 |
OPPENHEIMER & CO INC | 24 | 1 | 0.01% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 21 | 1 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 28 |
Jump Trading, LLC | 11 | 11 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q2 2016 | 28 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.11% | 1.51% | Q4 2014 | Q3 2023 | 27 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 27 | 27 | 0.02% | 0.06% | 0.16% | Q4 2013 | Q2 2020 | 27 |
BANK HAPOALIM BM | 27 | 27 | 0.14% | 1.15% | 2.88% | Q4 2013 | Q2 2020 | 27 |
Brinker Capital Investments, LLC | 27 | 27 | 0.01% | 0.33% | 0.81% | Q2 2013 | Q4 2019 | 27 |
Fiduciary Trust Co International of Pennsylvania | 17 | 10 | 0.02% | 0.51% | 0.97% | Q2 2013 | Q1 2020 | 27 |
RITHOLTZ WEALTH MANAGEMENT | 26 | 1 | 0.08% | 1.63% | 4.03% | Q4 2016 | Q3 2023 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 13 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Janney Capital Management LLC | 20 | 7 | 0.01% | 2.01% | 7.62% | Q2 2013 | Q3 2023 | 27 |
First Allied Advisory Services, Inc. | 27 | 27 | 0.01% | 0.18% | 0.93% | Q2 2013 | Q4 2019 | 27 |
Country Club Trust Company, n.a. | 27 | 27 | 0.02% | 0.32% | 0.80% | Q2 2013 | Q4 2019 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 27 |
EATON VANCE MANAGEMENT | 19 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q4 2019 | 27 |
Bellecapital International Ltd. | 26 | 26 | 0.49% | 5.09% | 10.22% | Q4 2013 | Q1 2020 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.26% | 0.71% | Q2 2013 | Q3 2019 | 26 |
Main Management LLC | 13 | 13 | 0.00% | 5.01% | 13.12% | Q2 2013 | Q4 2021 | 26 |
Edge Wealth Management LLC | 23 | 3 | 0.00% | 0.15% | 0.38% | Q2 2013 | Q4 2019 | 26 |
BANQUE PICTET & CIE SA | 19 | 6 | 0.01% | 0.36% | 0.94% | Q4 2013 | Q1 2020 | 26 |
Capital Investment Advisors, LLC | 25 | 1 | 0.01% | 0.29% | 0.77% | Q4 2013 | Q1 2021 | 26 |
MILLENNIUM MANAGEMENT LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 26 |
Haverford Trust Co | 17 | 9 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2020 | 26 |
CONNABLE OFFICE INC | 25 | 25 | 1.39% | 4.71% | 7.29% | Q2 2013 | Q2 2019 | 25 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.00% | 0.25% | 1.32% | Q2 2013 | Q2 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.07% | 0.88% | Q1 2017 | Q3 2023 | 25 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 4 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q2 2020 | 25 |
WHITTIER TRUST CO OF NEVADA INC | 16 | 9 | 0.00% | 0.04% | 0.15% | Q4 2014 | Q3 2023 | 25 |
Cribstone Capital Management, LLC | 19 | 6 | 0.00% | 0.84% | 4.33% | Q4 2015 | Q4 2022 | 25 |
Employees Retirement System of Texas | 20 | 5 | 0.02% | 0.98% | 4.07% | Q2 2013 | Q3 2019 | 25 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2020 | 25 |
Hudock, Inc. | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 25 |
DUBUQUE BANK & TRUST CO | 24 | 24 | 0.00% | 1.43% | 4.29% | Q2 2013 | Q1 2019 | 24 |
Azimuth Capital Management LLC | 21 | 3 | 0.02% | 0.25% | 0.49% | Q1 2014 | Q3 2020 | 24 |
WEDBUSH SECURITIES INC | 11 | 1 | 0.01% | 0.04% | 0.07% | Q1 2014 | Q3 2023 | 24 |
CAMBRIDGE TRUST CO | 23 | 1 | 0.00% | 0.78% | 1.74% | Q3 2013 | Q4 2021 | 24 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 24 | 24 | 0.05% | 0.77% | 2.92% | Q4 2017 | Q3 2023 | 24 |
NEXT Financial Group, Inc | 14 | 2 | 0.00% | 0.14% | 0.44% | Q2 2014 | Q4 2021 | 24 |
Financial Advantage, Inc. | 24 | 24 | 0.03% | 2.18% | 4.40% | Q4 2016 | Q3 2022 | 24 |
Clearwater Capital Advisors, LLC | 24 | 24 | 0.15% | 2.54% | 5.56% | Q2 2016 | Q1 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
MADISON INVESTMENT HOLDINGS INC | 24 | 24 | 0.01% | 0.39% | 0.83% | Q2 2013 | Q1 2019 | 24 |
LVW Advisors, LLC | 12 | 11 | 0.25% | 3.60% | 8.94% | Q4 2014 | Q3 2020 | 23 |
HOLLENCREST CAPITAL MANAGEMENT | 19 | 4 | 0.01% | 1.19% | 2.31% | Q4 2013 | Q3 2023 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.06% | 0.11% | 0.20% | Q4 2017 | Q2 2023 | 23 |
FIDUCIARY TRUST INTERNATIONAL LLC | 13 | 10 | 0.00% | 0.25% | 0.73% | Q2 2013 | Q1 2019 | 23 |
Transamerica Financial Advisors, Inc. | 18 | 1 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q2 2019 | 23 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 13 | 10 | 0.10% | 0.15% | 0.32% | Q2 2013 | Q1 2019 | 23 |
NORTHERN TRUST CORP | 19 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2019 | 23 |
PICTET BANK & TRUST Ltd | 22 | 22 | 1.78% | 2.75% | 3.66% | Q4 2014 | Q1 2020 | 22 |
Choate Investment Advisors | 11 | 1 | 0.00% | 0.56% | 3.24% | Q2 2013 | Q1 2023 | 22 |
Roble, Belko & Company, Inc | 22 | 22 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2021 | 22 |
Patriot Financial Group Insurance Agency, LLC | 16 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 22 |
BAROMETER CAPITAL MANAGEMENT INC. | 6 | 1 | 0.00% | 0.25% | 0.57% | Q4 2013 | Q3 2023 | 22 |
Partnervest Advisory Services LLC | 17 | 5 | 0.02% | 0.31% | 0.58% | Q2 2013 | Q4 2019 | 22 |
BROWN BROTHERS HARRIMAN & CO | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 22 |
Consolidated Investment Group LLC | 22 | 22 | 1.16% | 1.81% | 2.84% | Q4 2013 | Q1 2019 | 22 |
BRADLEY FOSTER & SARGENT INC/CT | 12 | 10 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q1 2019 | 22 |
LFA - Lugano Financial Advisors SA | 16 | 5 | 0.02% | 0.09% | 0.53% | Q2 2018 | Q3 2023 | 21 |
Barry Investment Advisors, LLC | 18 | 3 | 0.00% | 5.21% | 7.54% | Q4 2014 | Q2 2021 | 21 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 14 | 7 | 0.02% | 2.60% | 10.81% | Q4 2014 | Q1 2020 | 21 |
Gemmer Asset Management LLC | 21 | 21 | 0.00% | 1.35% | 4.29% | Q1 2014 | Q1 2019 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
Plante Moran Financial Advisors, LLC | 21 | 21 | 0.02% | 0.06% | 0.12% | Q3 2014 | Q3 2019 | 21 |
Baird Financial Group, Inc. | 11 | 4 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 21 |
Analyst IMS Investment Management Services Ltd. | 12 | 9 | 0.21% | 0.47% | 0.64% | Q4 2014 | Q1 2020 | 21 |
FIRST MANHATTAN CO. LLC. | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 21 |
DELTEC ASSET MANAGEMENT LLC | 21 | 21 | 0.03% | 0.13% | 0.63% | Q4 2016 | Q4 2021 | 21 |
Edmonds Duncan Registered Investment Advisors, LLC | 21 | 21 | 0.20% | 2.20% | 2.77% | Q3 2016 | Q3 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
EAGLE GLOBAL ADVISORS LLC | 16 | 4 | 0.14% | 0.23% | 0.42% | Q2 2013 | Q2 2020 | 20 |
TIEDEMANN ADVISORS, LLC | 11 | 1 | 0.02% | 2.47% | 11.38% | Q2 2013 | Q3 2023 | 20 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.03% | 0.85% | 7.90% | Q2 2015 | Q1 2023 | 20 |
IPG Investment Advisors LLC | 20 | 20 | 0.19% | 0.48% | 1.00% | Q1 2014 | Q4 2018 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
HOLDERNESS INVESTMENTS CO | 20 | 20 | 0.11% | 0.23% | 0.52% | Q1 2015 | Q4 2019 | 20 |
AdvisorNet Financial, Inc | 17 | 3 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 20 |
Hamilton Capital, LLC | 11 | 9 | 0.03% | 3.55% | 12.19% | Q4 2017 | Q3 2023 | 20 |
DAVENPORT & Co LLC | 11 | 9 | 0.00% | 0.04% | 0.45% | Q2 2013 | Q3 2018 | 20 |
FEDERATED HERMES, INC. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2019 | 20 |
Cetera Investment Advisers | 9 | 4 | 0.00% | 0.04% | 0.10% | Q3 2016 | Q3 2023 | 20 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2019 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.15% | 0.75% | 1.13% | Q4 2018 | Q3 2023 | 20 |
AlphaMark Advisors, LLC | 13 | 6 | 0.00% | 0.02% | 0.11% | Q1 2015 | Q1 2020 | 19 |
BROWN ADVISORY INC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2021 | 19 |
Stevens First Principles Investment Advisors | 15 | 4 | 0.01% | 2.62% | 4.44% | Q2 2013 | Q1 2018 | 19 |
NATIXIS ADVISORS, L.P. | 19 | 19 | 0.01% | 0.17% | 0.47% | Q2 2013 | Q4 2017 | 19 |
TSFG, LLC | 19 | 19 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
FLC Capital Advisors | 19 | 19 | 0.08% | 0.11% | 0.30% | Q4 2018 | Q2 2023 | 19 |
HUNTINGTON NATIONAL BANK | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 19 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 19 |
CAPSTONE INVESTMENT ADVISORS, LLC | 5 | 1 | 0.01% | 0.29% | 1.41% | Q2 2016 | Q3 2023 | 19 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.05% | 0.22% | Q4 2014 | Q4 2019 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Freedom Investment Management, Inc. | 18 | 18 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
JABODON PT CO | 10 | 8 | 3.72% | 30.49% | 99.21% | Q4 2013 | Q1 2020 | 18 |
Ionic Capital Management LLC | 7 | 1 | 0.01% | 0.72% | 2.52% | Q1 2015 | Q3 2017 | 18 |
Rex Capital Advisors, LLC | 18 | 18 | 0.23% | 3.94% | 8.22% | Q2 2013 | Q3 2017 | 18 |
Cetera Advisor Networks LLC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 18 |
Pictet North America Advisors SA | 11 | 1 | 0.30% | 5.10% | 11.28% | Q4 2013 | Q1 2019 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.77% | 1.47% | 2.08% | Q2 2013 | Q3 2017 | 18 |
MEITAV INVESTMENT HOUSE LTD | 11 | 1 | 0.02% | 0.14% | 0.93% | Q4 2017 | Q3 2023 | 18 |
M&R CAPITAL MANAGEMENT INC | 9 | 9 | 0.00% | 0.06% | 0.18% | Q4 2013 | Q4 2019 | 18 |
Itau Unibanco Holding S.A. | 14 | 4 | 0.05% | 1.40% | 6.84% | Q3 2016 | Q4 2022 | 18 |
Tillar-Wenstrup Advisors, LLC | 18 | 18 | 1.75% | 2.50% | 3.34% | Q4 2013 | Q1 2018 | 18 |
Whitegate Investment Counselors, Inc. | 18 | 18 | 0.30% | 0.47% | 0.68% | Q2 2017 | Q3 2021 | 18 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 18 |
OPTIMUM INVESTMENT ADVISORS | 8 | 3 | 0.00% | 0.05% | 0.18% | Q3 2013 | Q4 2019 | 18 |
SCS Capital Management LLC | 12 | 3 | 0.01% | 0.94% | 2.18% | Q3 2013 | Q3 2019 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2014 | 18 |
Evercore Wealth Management, LLC | 12 | 6 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2017 | 18 |
CENTRAL TRUST Co | 10 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 17 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 17 | 17 | 3.39% | 6.58% | 14.38% | Q3 2014 | Q3 2018 | 17 |
GM Advisory Group, LLC | 11 | 1 | 1.37% | 4.39% | 10.57% | Q4 2013 | Q3 2018 | 17 |
Stelac Advisory Services LLC | 17 | 17 | 0.08% | 0.13% | 0.21% | Q3 2017 | Q3 2021 | 17 |
NATIXIS | 12 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 17 |
ROTHSCHILD INVESTMENT LLC /IL | 17 | 17 | 0.07% | 0.27% | 0.60% | Q1 2014 | Q1 2018 | 17 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 7 | 2 | 0.02% | 0.22% | 0.33% | Q3 2013 | Q2 2019 | 17 |
Spruce Investment Advisors LLC | 17 | 17 | 0.75% | 12.42% | 42.12% | Q2 2013 | Q2 2017 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
BB&T SECURITIES, LLC | 11 | 2 | 0.00% | 0.10% | 0.25% | Q2 2013 | Q3 2018 | 17 |
MCF Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 17 |
Heritage Wealth Advisors | 17 | 17 | 0.01% | 2.48% | 3.65% | Q4 2014 | Q4 2018 | 17 |
Quadrant Capital Management, LLC | 17 | 17 | 1.55% | 2.31% | 3.27% | Q1 2015 | Q1 2019 | 17 |
Concert Wealth Management Inc. | 16 | 16 | 0.11% | 0.19% | 0.35% | Q2 2013 | Q1 2017 | 16 |
D.A. DAVIDSON & CO. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 16 |
Cerity Partners LLC | 15 | 1 | 0.01% | 0.06% | 0.21% | Q1 2017 | Q1 2021 | 16 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 2 | 0.00% | 0.06% | 0.20% | Q4 2016 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 16 | 16 | 0.02% | 0.12% | 0.22% | Q4 2014 | Q3 2018 | 16 |
Stratos Wealth Partners, LTD. | 6 | 1 | 0.01% | 0.07% | 0.19% | Q4 2014 | Q4 2022 | 16 |
Patten Group, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2018 | 16 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 16 |
INVERNESS COUNSEL LLC /NY/ | 15 | 1 | 0.02% | 0.22% | 0.85% | Q2 2013 | Q1 2018 | 16 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.04% | 0.12% | Q3 2013 | Q2 2017 | 16 |
CUMBERLAND ADVISORS INC | 16 | 16 | 3.18% | 5.82% | 10.23% | Q2 2013 | Q1 2017 | 16 |
1st Global Advisors, Inc. | 12 | 4 | 0.05% | 0.18% | 0.26% | Q2 2013 | Q2 2017 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
CIBC WORLD MARKET INC. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 16 |
Meristem Family Wealth, LLC | 16 | 16 | 0.03% | 0.08% | 0.15% | Q2 2018 | Q1 2022 | 16 |
Winslow, Evans & Crocker, Inc. | 10 | 5 | 0.00% | 0.02% | 0.19% | Q4 2013 | Q2 2018 | 15 |
ArchPoint Investors | 11 | 4 | 0.02% | 0.18% | 0.38% | Q4 2013 | Q3 2017 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 9 | 3 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q4 2022 | 15 |
RDA Financial Network | 15 | 15 | 0.09% | 0.16% | 0.31% | Q1 2019 | Q3 2022 | 15 |
Ironsides Asset Advisors, LLC | 15 | 15 | 0.20% | 0.91% | 1.85% | Q2 2015 | Q4 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
SEI INVESTMENTS CO | 15 | 15 | 0.00% | 0.11% | 0.28% | Q1 2015 | Q3 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Anson Funds Management LP | 15 | 15 | 0.64% | 2.42% | 4.04% | Q4 2014 | Q2 2018 | 15 |
COBALT CAPITAL MANAGEMENT, INC. | 6 | 4 | 0.90% | 2.49% | 4.59% | Q2 2013 | Q4 2017 | 15 |
WFG Advisors, LP | 14 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q2 2017 | 15 |
BBVA USA Bancshares, Inc. | 12 | 1 | 0.00% | 0.02% | 0.02% | Q4 2015 | Q4 2019 | 15 |
RiverFront Investment Group, LLC | 13 | 1 | 0.84% | 3.23% | 6.05% | Q1 2011 | Q2 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.00% | 0.83% | 1.64% | Q2 2013 | Q4 2016 | 15 |
Clark Capital Management Group, Inc. | 12 | 1 | 0.02% | 0.34% | 1.35% | Q3 2013 | Q3 2018 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
SHEETS SMITH WEALTH MANAGEMENT | 12 | 3 | 0.05% | 0.10% | 0.16% | Q4 2014 | Q4 2019 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Geneos Wealth Management Inc. | 6 | 1 | 0.00% | 0.03% | 0.27% | Q4 2016 | Q3 2023 | 14 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.00% | 0.74% | 2.41% | Q2 2013 | Q3 2016 | 14 |
QVR LLC | 4 | 1 | 0.02% | 0.44% | 2.45% | Q2 2018 | Q1 2020 | 14 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 14 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2018 | 14 |
Baystate Wealth Management LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 14 |
FIRST NATIONAL TRUST CO | 6 | 3 | 0.01% | 0.11% | 0.34% | Q2 2015 | Q3 2023 | 14 |
ALLIANCEBERNSTEIN L.P. | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2018 | 14 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 6 | 0.01% | 0.13% | 0.42% | Q2 2013 | Q4 2016 | 14 |
MENLO ADVISORS LLC | 8 | 6 | 2.53% | 4.16% | 5.62% | Q1 2014 | Q4 2019 | 14 |
MOODY LYNN & LIEBERSON, LLC | 9 | 2 | 0.04% | 0.90% | 2.65% | Q2 2013 | Q4 2018 | 14 |
Intellectus Partners, LLC | 8 | 6 | 0.11% | 0.88% | 1.55% | Q4 2016 | Q2 2020 | 14 |
GenTrust, LLC | 14 | 14 | 1.11% | 1.33% | 1.67% | Q4 2016 | Q1 2020 | 14 |
Financial Architects, Inc | 7 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q4 2017 | 14 |
MML INVESTORS SERVICES, LLC | 9 | 5 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 5 | 1 | 0.00% | 0.06% | 0.21% | Q3 2017 | Q2 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
STATE STREET CORP | 8 | 6 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2018 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q1 2019 | 14 |
Global Retirement Partners, LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 13 |
Almanack Investment Partners, LLC. | 8 | 5 | 0.06% | 0.98% | 2.34% | Q4 2016 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.12% | 0.44% | 0.90% | Q1 2014 | Q1 2017 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Permian Investment Partners, LP | 8 | 5 | 2.76% | 4.15% | 5.94% | Q3 2016 | Q2 2020 | 13 |
CenterStar Asset Management, LLC | 4 | 3 | 0.00% | 0.05% | 0.16% | Q1 2018 | Q2 2020 | 13 |
Robertson Stephens Wealth Management, LLC | 13 | 13 | 0.03% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Dorsey & Whitney Trust CO LLC | 9 | 1 | 0.04% | 0.11% | 0.16% | Q2 2013 | Q2 2019 | 13 |
BRINKER CAPITAL INC | 13 | 13 | 0.68% | 4.87% | 9.27% | Q2 2013 | Q2 2016 | 13 |
Pinnacle Advisory Group, Inc. | 8 | 2 | 0.02% | 1.22% | 4.33% | Q2 2013 | Q4 2016 | 13 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 7 | 6 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q2 2022 | 13 |
PEAK6 Group LLC | 5 | 1 | 0.00% | 0.08% | 0.61% | Q2 2013 | Q2 2016 | 13 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 13 |
First Horizon Advisors, Inc. | 8 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 13 |
SIMON QUICK ADVISORS, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2020 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q2 2019 | 13 |
TIEDEMANN TRUST CO | 13 | 13 | 0.09% | 6.28% | 10.67% | Q2 2013 | Q2 2016 | 13 |
Veritable, L.P. | 12 | 1 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q4 2016 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Edgemoor Investment Advisors, Inc. | 13 | 13 | 0.29% | 0.59% | 0.91% | Q2 2013 | Q2 2016 | 13 |
Nan Shan Life Insurance Co., Ltd. | 10 | 2 | 0.09% | 0.16% | 0.22% | Q1 2017 | Q4 2020 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 2.01% | 3.24% | 4.49% | Q2 2013 | Q1 2016 | 12 |
Capital Investment Advisory Services, LLC | 6 | 2 | 0.00% | 0.61% | 1.91% | Q4 2016 | Q2 2020 | 12 |
Bienville Capital Management, LLC | 8 | 4 | 0.12% | 4.01% | 11.16% | Q4 2014 | Q3 2018 | 12 |
THOMPSON DAVIS & CO., INC. | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q3 2017 | 12 |
Accuvest Global Advisors | 12 | 12 | 0.10% | 2.47% | 6.47% | Q4 2013 | Q3 2016 | 12 |
Wunderlich Capital Managemnt | 12 | 12 | 0.36% | 0.52% | 0.61% | Q3 2016 | Q2 2019 | 12 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 12 |
Vontobel Swiss Wealth Advisors AG | 12 | 12 | 3.64% | 5.82% | 9.08% | Q4 2014 | Q3 2017 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Marquette Asset Management, LLC | 12 | 12 | 0.35% | 0.47% | 0.84% | Q2 2014 | Q1 2017 | 12 |
Fieldpoint Private Securities, LLC | 8 | 2 | 0.00% | 0.36% | 1.01% | Q3 2017 | Q2 2022 | 12 |
TD ASSET MANAGEMENT INC | 7 | 5 | 0.00% | 0.11% | 0.28% | Q1 2015 | Q2 2018 | 12 |
GUGGENHEIM CAPITAL LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2016 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
NATIONAL PLANNING CORP | 11 | 1 | 0.02% | 0.07% | 0.18% | Q2 2013 | Q4 2016 | 12 |
Jaffetilchin Investment Partners, LLC | 12 | 12 | 0.49% | 1.15% | 1.58% | Q1 2014 | Q4 2016 | 12 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 7 | 1 | 0.19% | 0.91% | 2.72% | Q3 2014 | Q3 2018 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.13% | 0.27% | Q4 2018 | Q3 2021 | 12 |
WASHINGTON TRUST BANK | 7 | 5 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2017 | 12 |
VSR Financial Services, Inc. | 12 | 12 | 0.03% | 0.16% | 0.67% | Q2 2013 | Q1 2016 | 12 |
Laffer Tengler Investments, Inc. | 12 | 12 | 0.82% | 1.09% | 1.70% | Q2 2013 | Q1 2016 | 12 |
Balentine LLC | 12 | 12 | 0.00% | 3.93% | 17.19% | Q1 2015 | Q4 2017 | 12 |
Montecito Bank & Trust | 5 | 1 | 0.08% | 0.57% | 1.77% | Q4 2013 | Q4 2020 | 11 |
HARVEST CAPITAL MANAGEMENT INC | 11 | 11 | 3.61% | 4.65% | 5.51% | Q2 2013 | Q4 2015 | 11 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Fiera Capital Corp | 7 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2018 | 11 |
Liberty Mutual Group Asset Management Inc. | 6 | 5 | 1.59% | 2.94% | 4.06% | Q3 2014 | Q2 2018 | 11 |
MCMILLION CAPITAL MANAGEMENT INC | 11 | 11 | 1.32% | 1.88% | 2.09% | Q4 2013 | Q2 2016 | 11 |
E&G Advisors, LP | 9 | 2 | 0.10% | 1.71% | 2.63% | Q4 2013 | Q3 2023 | 11 |
Focused Wealth Management, Inc | 6 | 5 | 0.00% | 0.10% | 0.24% | Q3 2013 | Q3 2016 | 11 |
IFC Holdings Incorporated/FL | 8 | 1 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q2 2016 | 11 |
GLENMEDE TRUST CO NA | 8 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 11 |
WOODMONT INVESTMENT COUNSEL LLC | 11 | 11 | 0.00% | 0.32% | 0.87% | Q2 2015 | Q4 2017 | 11 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 11 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.04% | 0.06% | 0.11% | Q4 2016 | Q2 2019 | 11 |
WILLIAMS JONES & ASSOCIATES LLC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2015 | 11 |
Addison Advisors LLC | 10 | 1 | 0.19% | 0.28% | 0.41% | Q4 2020 | Q3 2023 | 11 |
Bogart Wealth, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 4 | 0.00% | 0.04% | 0.16% | Q1 2013 | Q1 2018 | 11 |
ASPIRIANT HOLDINGS S3, LLC | 11 | 11 | 0.90% | 1.26% | 1.84% | Q2 2013 | Q4 2015 | 11 |
BAHL & GAYNOR INC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Atria Investments, Inc | 7 | 1 | 0.08% | 0.16% | 0.30% | Q2 2013 | Q4 2017 | 11 |
Hilltop Holdings Inc. | 10 | 1 | 0.52% | 0.71% | 1.77% | Q1 2015 | Q4 2017 | 11 |
Investure, LLC | 11 | 11 | 11.36% | 20.90% | 24.31% | Q2 2014 | Q4 2016 | 11 |
Krilogy Financial LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2018 | 11 |
REGIONS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 11 |
Caprock Group, LLC | 11 | 11 | 0.00% | 0.19% | 0.23% | Q1 2016 | Q3 2018 | 11 |
AVALON CAPITAL MANAGEMENT | 5 | 1 | 0.58% | 2.09% | 4.96% | Q2 2013 | Q3 2021 | 11 |
John W. Brooker & Co., CPAs | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.03% | 0.19% | Q4 2014 | Q4 2018 | 11 |
Truvestments Capital LLC | 4 | 2 | 0.01% | 0.05% | 0.17% | Q2 2018 | Q3 2021 | 11 |
3EDGE Asset Management, LP | 5 | 1 | 0.02% | 2.10% | 8.39% | Q4 2016 | Q2 2023 | 11 |
LINCOLN NATIONAL CORP | 7 | 4 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 11 | 0.00% | 0.01% | 0.12% | Q2 2018 | Q4 2020 | 11 |
ProVise Management Group, LLC | 9 | 2 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 11 |
MUFG Americas Holdings Corp | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2016 | 11 |
TRUST CO OF VERMONT | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 11 |
MinichMacGregor Wealth Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 11 |
Financial Sense Advisors, Inc. | 4 | 1 | 0.08% | 0.24% | 0.45% | Q2 2013 | Q4 2021 | 10 |
Savior LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
Karpus Management, Inc. | 10 | 10 | 0.11% | 0.27% | 0.41% | Q2 2013 | Q3 2015 | 10 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 7 | 1 | 0.04% | 6.13% | 11.95% | Q4 2014 | Q4 2017 | 10 |
Constellation Wealth Advisors, LLC | 10 | 10 | 4.63% | 7.96% | 11.52% | Q2 2013 | Q3 2015 | 10 |
InterOcean Capital, LLC | 10 | 10 | 0.07% | 0.10% | 0.12% | Q4 2013 | Q1 2016 | 10 |
Progeny 3, Inc. | 8 | 1 | 0.67% | 18.86% | 29.85% | Q1 2014 | Q3 2018 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Relative Value Partners Group, LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2021 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Proficio Capital Partners LLC | 7 | 3 | 0.01% | 0.31% | 1.36% | Q4 2015 | Q2 2018 | 10 |
TRUIST FINANCIAL CORP | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Archford Capital Strategies, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 10 |
HighTower Trust Company, N.A. | 10 | 10 | 0.08% | 0.13% | 0.23% | Q2 2013 | Q3 2015 | 10 |
HALL LAURIE J TRUSTEE | 9 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q4 2020 | 10 |
Hatteras Investment Partners, LP | 10 | 10 | 9.23% | 13.82% | 22.35% | Q3 2014 | Q4 2016 | 10 |
Thomas J. Herzfeld Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 10 |
Dunvegan Associates, Inc. | 8 | 2 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q4 2015 | 10 |
Glenview Trust Co | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
TCI Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2023 | 10 |
McIlrath & Eck, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2020 | 10 |
Baker Ellis Asset Management LLC | 10 | 10 | 0.39% | 0.43% | 0.49% | Q2 2013 | Q3 2015 | 10 |
WealthTrust-Arizona, LLC | 5 | 5 | 0.18% | 1.63% | 3.62% | Q2 2013 | Q1 2016 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 10 | 10 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q4 2015 | 10 |
COLONY GROUP LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2015 | 10 |
Bray Capital Advisors | 10 | 10 | 0.24% | 0.38% | 0.66% | Q1 2015 | Q2 2017 | 10 |
Windhaven Investment Management, Inc. | 5 | 5 | 0.75% | 3.80% | 6.98% | Q2 2013 | Q1 2016 | 10 |
1834 INVESTMENT ADVISORS CO | 10 | 10 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2015 | 10 |
Winfield Associates, Inc. | 10 | 10 | 0.00% | 1.45% | 2.07% | Q4 2013 | Q1 2016 | 10 |
SouthState Corp | 10 | 10 | 0.23% | 0.61% | 1.20% | Q3 2013 | Q4 2015 | 10 |
Arete Wealth Advisors, LLC | 10 | 10 | 0.09% | 0.39% | 0.78% | Q1 2017 | Q2 2019 | 10 |
Certified Advisory Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
ASSETMARK, INC | 6 | 1 | 0.00% | 0.22% | 0.66% | Q2 2014 | Q1 2017 | 10 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.01% | 0.14% | 0.24% | Q4 2014 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
AGILIS PARTNERS LLC | 10 | 10 | 2.95% | 5.94% | 9.75% | Q4 2014 | Q1 2017 | 10 |
Quantitative Investment Management, LLC | 4 | 1 | 0.01% | 0.25% | 0.85% | Q2 2017 | Q3 2020 | 10 |
Lenox Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2022 | 10 |
XPONANCE, INC. | 6 | 3 | 0.25% | 8.97% | 19.26% | Q4 2013 | Q1 2016 | 9 |
Cetera Advisors LLC | 6 | 1 | 0.00% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 9 |
Horizon Investments, LLC | 2 | 1 | 0.14% | 2.34% | 4.54% | Q3 2014 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.09% | 0.27% | 0.43% | Q4 2017 | Q4 2019 | 9 |
Bridgewater Wealth & Financial Management, LLC | 9 | 9 | 0.25% | 4.16% | 5.52% | Q4 2014 | Q4 2016 | 9 |
BlackRock Institutional Trust Company, N.A. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 9 |
Grove Bank & Trust | 9 | 9 | 0.01% | 0.82% | 2.42% | Q4 2015 | Q4 2017 | 9 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 9 | 9 | 0.00% | 0.03% | 0.04% | Q4 2013 | Q4 2015 | 9 |
FIDUCIARY TRUST CO | 9 | 9 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q2 2015 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.04% | 0.10% | 0.27% | Q2 2013 | Q2 2015 | 9 |
PRIVATE TRUST CO NA | 7 | 2 | 0.01% | 0.04% | 0.12% | Q1 2013 | Q3 2023 | 9 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 9 |
CIBC Private Wealth Group, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2018 | 9 |
BigSur Wealth Management LLC | 8 | 1 | 0.14% | 0.21% | 0.27% | Q4 2016 | Q1 2019 | 9 |
Jane Street Holding, LLC | 3 | 3 | 0.07% | 0.81% | 1.65% | Q2 2013 | Q4 2013 | 9 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.42% | 2.40% | 4.11% | Q3 2013 | Q3 2015 | 9 |
JS Capital Management LLC | 5 | 1 | 0.14% | 4.78% | 13.31% | Q4 2013 | Q4 2015 | 9 |
Alphadyne Asset Management LP | 5 | 1 | 0.10% | 12.38% | 55.94% | Q1 2017 | Q3 2018 | 9 |
Eton Park Capital Management, L.P. | 6 | 6 | 1.23% | 4.43% | 15.25% | Q3 2014 | Q4 2015 | 9 |
Avior Wealth Management, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 9 |
UNITED BANK | 9 | 9 | 0.82% | 2.35% | 4.80% | Q1 2015 | Q1 2017 | 9 |
STEEL GROVE CAPITAL ADVISORS, LLC | 6 | 3 | 0.23% | 1.84% | 3.25% | Q1 2014 | Q2 2016 | 9 |
Blue Edge Capital, LLC | 9 | 9 | 1.63% | 2.59% | 3.18% | Q4 2013 | Q4 2015 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Bedel Financial Consulting, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2020 | 9 |
Sageworth Trust Co | 5 | 4 | 0.28% | 0.96% | 2.04% | Q1 2014 | Q3 2016 | 9 |
55I, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2022 | 9 |
Verger Capital Management LLC | 8 | 1 | 0.24% | 6.54% | 13.81% | Q4 2014 | Q3 2017 | 9 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.12% | 0.34% | Q4 2013 | Q4 2021 | 9 |
Clal Insurance Enterprises Holdings Ltd | 7 | 1 | 0.05% | 2.28% | 5.98% | Q4 2014 | Q4 2017 | 9 |
Wellington Shields Capital Management, LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q1 2017 | Q1 2019 | 9 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 9 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 8 |
LOOMIS SAYLES & CO L P | 6 | 1 | 0.00% | 0.08% | 0.28% | Q2 2013 | Q2 2016 | 8 |
Financial Management Professionals, Inc. | 3 | 1 | 0.00% | 0.70% | 1.58% | Q2 2015 | Q3 2023 | 8 |
1832 Asset Management L.P. | 5 | 1 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q1 2018 | 8 |
Crescent Grove Advisors, LLC | 8 | 8 | 0.04% | 0.21% | 0.28% | Q2 2017 | Q1 2019 | 8 |
Bluefin Trading, LLC | 3 | 1 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q4 2018 | 8 |
Paragon Capital Management Ltd | 8 | 8 | 0.90% | 1.03% | 1.26% | Q3 2013 | Q2 2015 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
VALICENTI ADVISORY SERVICES INC | 8 | 8 | 0.25% | 0.85% | 1.39% | Q1 2018 | Q4 2019 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Chemistry Wealth Management LLC | 8 | 8 | 0.21% | 0.43% | 1.71% | Q4 2021 | Q3 2023 | 8 |
Simplicity Solutions, LLC | 4 | 1 | 0.02% | 0.30% | 0.58% | Q1 2015 | Q3 2023 | 8 |
Live Your Vision, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q1 2019 | 8 |
IHT Wealth Management, LLC | 8 | 8 | 0.01% | 0.08% | 0.14% | Q4 2016 | Q3 2018 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q1 2015 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.06% | 0.10% | 0.16% | Q4 2014 | Q3 2016 | 8 |
Abbrea Capital, LLC | 8 | 8 | 0.09% | 0.28% | 0.39% | Q1 2017 | Q4 2018 | 8 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8 | 8 | 0.02% | 2.64% | 4.75% | Q2 2015 | Q1 2017 | 8 |
Lido Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q2 2022 | 8 |
Next Level Private LLC | 8 | 8 | 0.25% | 1.13% | 1.96% | Q4 2021 | Q3 2023 | 8 |
White Lighthouse Investment Management Inc. | 4 | 4 | 0.12% | 0.13% | 0.16% | Q4 2017 | Q4 2019 | 8 |
CITY NATIONAL BANK | 7 | 1 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q2 2015 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.19% | 0.22% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Argentus Capital Management, LLC | 8 | 8 | 0.01% | 0.08% | 0.20% | Q4 2014 | Q3 2016 | 8 |
Water Oak Advisors LLC | 4 | 4 | 1.18% | 4.21% | 7.47% | Q3 2014 | Q3 2016 | 8 |
TURNER INVESTMENTS LLC | 8 | 8 | 0.07% | 0.16% | 0.31% | Q4 2013 | Q3 2015 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q3 2021 | 8 |
FDx Advisors, Inc. | 3 | 1 | 0.01% | 0.76% | 2.32% | Q2 2013 | Q1 2017 | 8 |
MANCHESTER FINANCIAL INC | 6 | 2 | 0.03% | 1.26% | 1.95% | Q4 2020 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
LAKE STREET ADVISORS GROUP, LLC | 8 | 8 | 0.26% | 0.29% | 0.33% | Q4 2021 | Q3 2023 | 8 |
ALETHEA CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.63% | 2.05% | Q4 2014 | Q4 2016 | 8 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 8 | 8 | 0.96% | 2.96% | 4.03% | Q4 2015 | Q3 2017 | 8 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 8 | 8 | 0.84% | 1.07% | 1.29% | Q3 2021 | Q2 2023 | 8 |
Guild Investment Management, Inc. | 3 | 1 | 0.54% | 9.24% | 20.22% | Q4 2012 | Q3 2018 | 8 |
Lumbard & Kellner, LLC | 4 | 4 | 0.08% | 0.11% | 0.19% | Q3 2021 | Q3 2023 | 8 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 8 | 8 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2015 | 8 |
TORONTO DOMINION BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 8 |
Salient Capital Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2015 | 8 |
MIDDLETON & CO INC/MA | 6 | 2 | 0.05% | 0.56% | 1.26% | Q2 2013 | Q2 2015 | 8 |
Vivaldi Capital Management LP | 7 | 1 | 0.04% | 0.06% | 0.14% | Q4 2018 | Q3 2022 | 8 |
COWEN AND COMPANY, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.33% | 0.45% | 0.58% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SMITH, MOORE & CO. | 8 | 8 | 0.16% | 0.18% | 0.20% | Q4 2013 | Q3 2015 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q1 2016 | 8 |
Jabre Capital Partners S.A. | 5 | 3 | 0.36% | 0.92% | 1.70% | Q2 2013 | Q3 2015 | 8 |
DHK Financial Advisors, Inc. | 8 | 8 | 0.53% | 0.76% | 1.02% | Q4 2021 | Q3 2023 | 8 |
BLACKROCK ADVISORS LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q4 2016 | 7 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
Anfield Capital Management, LLC | 5 | 1 | 0.02% | 0.77% | 2.24% | Q4 2019 | Q3 2023 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q1 2023 | 7 |
SpiderRock Advisors, LLC | 3 | 3 | 0.00% | 0.03% | 0.10% | Q1 2017 | Q3 2017 | 7 |
WealthTrust Fairport, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 4 | 3 | 2.32% | 10.03% | 27.34% | Q2 2015 | Q2 2017 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.05% | 0.24% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q4 2014 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 1 | 0.05% | 0.14% | 0.22% | Q3 2015 | Q4 2017 | 7 |
Manifold Partners, LLC | 6 | 1 | 0.08% | 1.16% | 3.29% | Q4 2013 | Q4 2015 | 7 |
VIRIDIAN RIA, LLC | 6 | 1 | 0.13% | 0.15% | 0.17% | Q3 2018 | Q2 2020 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.09% | 0.15% | 0.21% | Q4 2016 | Q2 2018 | 7 |
Loeb Offshore Management LP | 7 | 7 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
MURPHY CAPITAL MANAGEMENT INC | 6 | 1 | 0.04% | 0.13% | 0.56% | Q2 2013 | Q2 2015 | 7 |
Merriman Wealth Management, LLC | 3 | 1 | 0.05% | 0.42% | 1.08% | Q2 2013 | Q3 2023 | 7 |
Jackson Financial Management | 7 | 7 | 2.65% | 3.33% | 3.73% | Q4 2017 | Q2 2019 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 2 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 3.09% | 3.28% | 3.57% | Q3 2014 | Q1 2016 | 7 |
Bank Pictet & Cie (Europe) AG | 3 | 1 | 0.06% | 0.36% | 0.78% | Q1 2015 | Q3 2018 | 7 |
Windsor Creek Advisors, LLC | 6 | 1 | 0.16% | 1.80% | 2.44% | Q1 2020 | Q4 2021 | 7 |
Geller Advisors LLC | 7 | 7 | 0.11% | 0.12% | 0.14% | Q4 2016 | Q2 2018 | 7 |
PhaseCapital LP | 7 | 7 | 0.01% | 3.35% | 7.02% | Q1 2017 | Q3 2018 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 7 |
Marketfield Asset Management LLC | 7 | 7 | 3.68% | 4.25% | 4.98% | Q2 2020 | Q4 2021 | 7 |
SOLARIS ASSET MANAGEMENT LLC | 6 | 1 | 0.02% | 0.45% | 1.08% | Q4 2015 | Q1 2018 | 7 |
BECK CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.19% | 0.98% | 2.42% | Q4 2013 | Q4 2017 | 7 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.03% | 0.14% | 0.45% | Q3 2013 | Q1 2018 | 7 |
ING GROEP NV | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2017 | 7 |
Fullerton Fund Management Co Ltd. | 3 | 1 | 0.71% | 3.16% | 4.94% | Q4 2014 | Q1 2019 | 7 |
Gramercy Funds Management LLC | 7 | 7 | 0.18% | 2.23% | 10.57% | Q2 2013 | Q4 2014 | 7 |
Mathes Company, Inc. | 7 | 7 | 0.14% | 0.15% | 0.16% | Q4 2013 | Q2 2015 | 7 |
PROVIDA PENSION FUND ADMINISTRATOR | 7 | 7 | 0.02% | 1.59% | 5.21% | Q4 2013 | Q2 2015 | 7 |
Joel Isaacson & Co., LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.29% | 1.32% | Q2 2016 | Q4 2022 | 7 |
Frontier Wealth Management LLC | 7 | 7 | 0.04% | 0.07% | 0.15% | Q4 2016 | Q2 2018 | 7 |
Klingman & Associates, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q2 2016 | 7 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.43% | 1.27% | Q2 2013 | Q4 2020 | 7 |
Hillview Capital Advisors, LLC | 7 | 7 | 0.68% | 2.69% | 6.11% | Q4 2014 | Q2 2016 | 7 |
NWAM LLC | 7 | 7 | 0.04% | 0.06% | 0.10% | Q3 2020 | Q1 2022 | 7 |
Annapolis Financial Services, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Delek Group, Ltd. | 7 | 7 | 0.08% | 0.12% | 0.18% | Q4 2017 | Q2 2019 | 7 |
Kingfisher Capital LLC | 5 | 2 | 0.52% | 0.59% | 0.72% | Q1 2014 | Q4 2015 | 7 |
FIRST INTERSTATE BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 7 |
Financial Enhancement Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
SHINE INVESTMENT ADVISORY SERVICES INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2018 | 7 |
WELLINGTON MANAGEMENT GROUP LLP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2018 | 7 |
Crossmark Global Holdings, Inc. | 6 | 1 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q4 2018 | 7 |
Premia Global Advisors, LLC | 7 | 7 | 0.40% | 0.67% | 1.02% | Q4 2017 | Q2 2019 | 7 |
Wealthstreet Investment Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2019 | 6 |
Keel Point, LLC | 2 | 1 | 0.04% | 0.93% | 1.93% | Q3 2015 | Q3 2021 | 6 |
Evolution Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.05% | 0.09% | Q4 2018 | Q3 2021 | 6 |
KB FINANCIAL PARTNERS, LLC | 6 | 6 | 0.62% | 0.73% | 0.82% | Q4 2021 | Q1 2023 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q2 2018 | 6 |
RWA WEALTH PARTNERS, LLC | 5 | 1 | 0.00% | 0.44% | 0.80% | Q4 2016 | Q2 2018 | 6 |
Friedenthal Financial | 2 | 2 | 3.56% | 4.42% | 5.99% | Q1 2015 | Q3 2022 | 6 |
AE Wealth Management LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
MARCUARD FAMILY OFFICE LTD | 6 | 6 | 0.73% | 1.02% | 1.14% | Q2 2013 | Q3 2014 | 6 |
Glovista Investments LLC | 6 | 6 | 0.06% | 0.36% | 1.61% | Q2 2013 | Q3 2014 | 6 |
NewFocus Financial Group, LLC | 6 | 6 | 1.38% | 2.41% | 3.06% | Q1 2015 | Q2 2016 | 6 |
SENTINEL TRUST CO LBA | 6 | 6 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Belpointe Asset Management LLC | 3 | 1 | 0.00% | 0.18% | 0.48% | Q3 2017 | Q1 2023 | 6 |
Regent Investment Management LLC | 2 | 1 | 0.22% | 0.42% | 0.81% | Q2 2015 | Q4 2019 | 6 |
SECURITY NATIONAL TRUST CO | 6 | 6 | 0.38% | 0.41% | 0.44% | Q2 2013 | Q3 2014 | 6 |
MEEDER ASSET MANAGEMENT INC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 6 |
Passport Capital, LLC | 3 | 1 | 0.01% | 0.05% | 0.08% | Q3 2013 | Q2 2016 | 6 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 6 |
Nelson Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
SkyView Investment Advisors, LLC | 6 | 6 | 0.49% | 0.61% | 0.74% | Q4 2021 | Q1 2023 | 6 |
WEALTHFRONT Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 6 |
EnTrustPermal Management LLC | 3 | 3 | 2.98% | 4.12% | 5.84% | Q4 2014 | Q3 2017 | 6 |
Capital Advisors, Ltd. LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2016 | 6 |
Ausdal Financial Partners, Inc. | 4 | 1 | 0.06% | 0.12% | 0.24% | Q4 2015 | Q3 2018 | 6 |
Artha Capital Management, Inc. | 5 | 5 | 2.13% | 6.22% | 14.83% | Q2 2013 | Q2 2014 | 6 |
Sierra Capital LLC | 6 | 6 | 0.26% | 0.33% | 0.39% | Q1 2021 | Q2 2022 | 6 |
MASTERS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.86% | 1.65% | 2.58% | Q2 2013 | Q3 2016 | 6 |
TELEMUS CAPITAL, LLC | 5 | 1 | 0.02% | 1.95% | 2.84% | Q3 2013 | Q1 2017 | 6 |
Lloyd Advisory Services, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Circle Wealth Management, LLC | 5 | 1 | 0.07% | 0.12% | 0.22% | Q3 2017 | Q1 2020 | 6 |
State of New Jersey Common Pension Fund D | 6 | 6 | 0.15% | 0.50% | 0.91% | Q4 2014 | Q1 2016 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.05% | 0.08% | Q1 2014 | Q2 2015 | 6 |
Avidian Wealth Solutions, LLC | 6 | 6 | 0.30% | 0.40% | 0.60% | Q3 2021 | Q4 2022 | 6 |
Timber Hill LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2016 | 6 |
PT ASSET MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.08% | 0.12% | Q3 2015 | Q4 2015 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
COMERICA BANK | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 6 |
Greenwich Wealth Management LLC | 2 | 1 | 0.05% | 0.09% | 0.21% | Q4 2014 | Q3 2023 | 6 |
CLEARARC CAPITAL INC | 4 | 2 | 0.54% | 1.58% | 2.43% | Q2 2013 | Q2 2015 | 6 |
LAKE STREET PRIVATE WEALTH, LLC | 6 | 6 | 0.83% | 0.90% | 0.99% | Q2 2022 | Q3 2023 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2020 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 1 | 0.21% | 1.73% | 3.10% | Q3 2014 | Q3 2023 | 6 |
PATTEN & PATTEN INC/TN | 6 | 6 | 0.12% | 0.24% | 0.44% | Q1 2014 | Q2 2015 | 6 |
F&V Capital Management, LLC | 6 | 6 | 0.14% | 0.35% | 0.56% | Q1 2014 | Q2 2015 | 6 |
WESBANCO BANK INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 5 |
ACCOUNT MANAGEMENT LLC | 5 | 5 | 1.91% | 2.81% | 4.35% | Q4 2016 | Q4 2017 | 5 |
Capital Planning Advisors, LLC | 5 | 5 | 0.16% | 0.57% | 0.96% | Q2 2015 | Q2 2016 | 5 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.47% | 1.70% | Q4 2013 | Q4 2016 | 5 |
Parasol Investment Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q4 2014 | 5 |
MORGENS WATERFALL VINTIADIS & CO INC | 5 | 5 | 0.73% | 1.41% | 2.81% | Q4 2016 | Q4 2017 | 5 |
Cowen Prime Services LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
PagnatoKarp Partners LLC | 5 | 5 | 0.08% | 0.15% | 0.21% | Q3 2017 | Q3 2018 | 5 |
VICUS CAPITAL | 5 | 5 | 1.59% | 2.00% | 2.47% | Q4 2014 | Q4 2015 | 5 |
CHOREO, LLC | 5 | 5 | 0.05% | 0.09% | 0.13% | Q4 2015 | Q4 2016 | 5 |
SIMMONS FIRST TRUST CO NA | 5 | 5 | 0.11% | 0.17% | 0.28% | Q1 2014 | Q1 2015 | 5 |
Ledyard National Bank | 3 | 2 | 0.00% | 0.61% | 1.89% | Q3 2013 | Q1 2016 | 5 |
First Allied Asset Management, Inc. | 3 | 2 | 0.50% | 1.13% | 1.49% | Q3 2013 | Q1 2015 | 5 |
LBA Wealth Management, LLC | 5 | 5 | 0.01% | 1.18% | 1.81% | Q2 2015 | Q2 2016 | 5 |
Stadion Money Management, LLC | 2 | 1 | 0.02% | 0.07% | 0.18% | Q4 2013 | Q2 2015 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 4 | 1 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q3 2014 | 5 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q1 2021 | 5 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2018 | 5 |
Select Asset Management & Trust | 4 | 1 | 1.41% | 2.20% | 3.31% | Q4 2013 | Q2 2015 | 5 |
JANUS HENDERSON GROUP PLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Icon Wealth Partners, LLC | 4 | 1 | 0.01% | 0.18% | 0.42% | Q4 2017 | Q1 2019 | 5 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q2 2019 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.05% | 0.08% | 0.12% | Q1 2018 | Q1 2019 | 5 |
UNIVERSITY OF NOTRE DAME DU LAC | 5 | 5 | 36.80% | 70.67% | 90.34% | Q4 2014 | Q4 2015 | 5 |
Teamwork Financial Advisors, LLC | 5 | 5 | 0.08% | 0.13% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Charles Schwab Investment Advisory, Inc. | 3 | 1 | 0.68% | 1.61% | 2.98% | Q2 2013 | Q2 2017 | 5 |
Foundations Investment Advisors, LLC | 3 | 2 | 0.01% | 0.19% | 0.29% | Q2 2019 | Q3 2023 | 5 |
Beirne Wealth Consulting Services, LLC | 5 | 5 | 0.73% | 1.28% | 3.05% | Q4 2018 | Q4 2019 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.18% | 0.36% | 0.63% | Q4 2014 | Q4 2015 | 5 |
Forty4 Asset Management LLC | 2 | 2 | 0.00% | 0.11% | 0.22% | Q3 2013 | Q4 2013 | 5 |
LAZARD ASSET MANAGEMENT LLC | 3 | 2 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2014 | 5 |
Phoenix Holdings Ltd. | 2 | 1 | 0.00% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 5 |
Benchmark Capital Advisors | 5 | 5 | 1.31% | 1.53% | 1.70% | Q2 2017 | Q2 2018 | 5 |
CSS LLC/IL | 5 | 5 | 0.06% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
CULLEN/FROST BANKERS, INC. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 5 |
CSM Advisors, LLC | 5 | 5 | 0.12% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Detwiler Fenton Investment Management LLC | 2 | 1 | 0.20% | 0.36% | 0.63% | Q1 2013 | Q1 2015 | 5 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 3 | 0.23% | 1.02% | 2.26% | Q2 2013 | Q4 2013 | 5 |
HHG & Company, LLC | 5 | 5 | 0.08% | 0.16% | 0.20% | Q4 2014 | Q4 2015 | 5 |
1ST SOURCE BANK | 4 | 1 | 0.04% | 0.06% | 0.07% | Q1 2014 | Q2 2015 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 5 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 5 | 5 | 2.52% | 7.75% | 15.09% | Q2 2013 | Q2 2014 | 5 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 5 | 5 | 0.04% | 0.12% | 0.17% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.20% | 0.46% | 0.62% | Q4 2016 | Q4 2017 | 5 |
KENFARB & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Venturi Wealth Management, LLC | 3 | 1 | 0.09% | 0.20% | 0.39% | Q4 2015 | Q3 2018 | 5 |
WESCAP Management Group, Inc. | 5 | 5 | 0.58% | 0.69% | 0.83% | Q3 2022 | Q3 2023 | 5 |
STUYVESANT CAPITAL MANAGEMENT | 4 | 1 | 0.59% | 1.73% | 2.22% | Q2 2013 | Q2 2017 | 5 |
Hutchin Hill Capital, LP | 2 | 1 | 0.04% | 0.19% | 0.53% | Q2 2013 | Q4 2014 | 5 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 5 |
Unison Asset Management LLC | 5 | 5 | 0.22% | 0.23% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Banco BTG Pactual S.A. | 3 | 3 | 0.08% | 0.16% | 0.44% | Q4 2016 | Q2 2017 | 5 |
SILVER CAPITAL MANAGEMENT LLC | 5 | 5 | 0.54% | 0.56% | 0.60% | Q2 2013 | Q2 2014 | 5 |
PineBridge Investments, L.P. | 5 | 5 | 1.61% | 3.73% | 4.63% | Q2 2013 | Q2 2014 | 5 |
PARSONS CAPITAL MANAGEMENT INC/RI | 3 | 2 | 0.04% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 5 |
DAVIDSON & GARRARD INC | 5 | 5 | 0.09% | 0.15% | 0.17% | Q3 2013 | Q3 2014 | 5 |
Signature Financial Management, Inc. | 2 | 1 | 0.84% | 6.59% | 10.55% | Q2 2013 | Q2 2016 | 5 |
Polaris Wealth Advisory Group, LLC | 3 | 2 | 0.93% | 1.54% | 2.32% | Q2 2015 | Q1 2017 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 5 |
Gruss & Co., LLC | 3 | 2 | 0.96% | 3.53% | 6.65% | Q4 2017 | Q1 2021 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.04% | 0.07% | 0.09% | Q1 2015 | Q1 2016 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 1 | 0.03% | 0.10% | 0.12% | Q2 2014 | Q2 2019 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
SII INVESTMENTS INC/WI | 2 | 1 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q1 2016 | 5 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.11% | 0.26% | Q2 2013 | Q3 2022 | 5 |
Drexel Morgan & Co. | 4 | 1 | 0.46% | 0.60% | 0.96% | Q1 2015 | Q2 2016 | 5 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.11% | 0.23% | Q3 2013 | Q3 2018 | 5 |
Waverly Advisors, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2014 | 5 |
Vectors Research Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Providence Capital Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2019 | 5 |
FIRST HAWAIIAN BANK | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 4 |
City Financial Investment Co Ltd | 2 | 1 | 4.64% | 10.44% | 13.79% | Q4 2016 | Q4 2017 | 4 |
Apriem Advisors | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q2 2018 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 4 |
Hochman Cole Investment Advisors, Inc. | 3 | 1 | 0.13% | 0.24% | 0.49% | Q3 2016 | Q4 2017 | 4 |
M Holdings Securities, Inc. | 2 | 2 | 0.04% | 0.39% | 0.77% | Q4 2016 | Q2 2021 | 4 |
Chanos & Co LP | 3 | 1 | 0.40% | 1.22% | 1.60% | Q1 2015 | Q2 2016 | 4 |
Steinberg Global Asset Management | 4 | 4 | 0.05% | 0.14% | 0.24% | Q3 2015 | Q2 2016 | 4 |
Richard Bernstein Advisors LLC | 4 | 4 | 0.06% | 0.62% | 0.90% | Q1 2015 | Q4 2015 | 4 |
RAY GERALD L & ASSOCIATES LTD | 3 | 1 | 0.03% | 0.05% | 0.06% | Q4 2015 | Q3 2017 | 4 |
Algebris Investments (UK) LLP | 4 | 4 | 2.27% | 8.66% | 15.54% | Q2 2013 | Q1 2014 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 4 | 4 | 0.00% | 0.05% | 0.13% | Q4 2019 | Q3 2020 | 4 |
Investors Capital Advisory Services | 3 | 1 | 0.20% | 0.25% | 0.30% | Q2 2015 | Q2 2016 | 4 |
Lindbrook Capital, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
KANALY TRUST CO | 3 | 1 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q3 2015 | 4 |
AT Bancorp | 4 | 4 | 0.04% | 0.14% | 0.23% | Q3 2016 | Q2 2017 | 4 |
Lowe Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 4 |
Weatherstone Capital Management | 2 | 2 | 0.06% | 0.19% | 0.32% | Q3 2013 | Q2 2015 | 4 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 4 |
WEST CHESTER CAPITAL ADVISORS, INC | 4 | 4 | 1.24% | 1.48% | 2.06% | Q2 2013 | Q1 2014 | 4 |
RFG Advisory, LLC | 3 | 1 | 0.02% | 0.24% | 0.76% | Q2 2015 | Q4 2022 | 4 |
Close Asset Management Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 4 | 4 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q1 2014 | 4 |
JANUS HENDERSON INVESTORS US LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.16% | 0.18% | 0.23% | Q4 2022 | Q3 2023 | 4 |
MOTCO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
EMERGING SOVEREIGN GROUP LLC | 3 | 3 | 0.06% | 0.27% | 0.52% | Q2 2013 | Q4 2013 | 4 |
Kore Private Wealth LLC | 2 | 2 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q1 2020 | 4 |
Platte River Capital LLC | 4 | 4 | 0.09% | 0.25% | 0.32% | Q2 2013 | Q1 2014 | 4 |
Soros Fund Management | 2 | 1 | 0.01% | 0.35% | 0.85% | Q2 2013 | Q3 2016 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Braun-Bostich & Associates Inc. | 4 | 4 | 0.69% | 1.79% | 2.46% | Q1 2019 | Q4 2019 | 4 |
FCM INVESTMENTS/TX | 4 | 4 | 0.96% | 1.03% | 1.13% | Q3 2013 | Q2 2014 | 4 |
LVM CAPITAL MANAGEMENT LTD/MI | 4 | 4 | 1.02% | 1.06% | 1.10% | Q4 2017 | Q3 2018 | 4 |
Rice Partnership, LLC | 4 | 4 | 4.12% | 4.30% | 4.56% | Q4 2017 | Q3 2018 | 4 |
Sharper & Granite LLC | 4 | 4 | 2.57% | 3.00% | 3.34% | Q4 2022 | Q3 2023 | 4 |
FORBES J M & CO LLP | 4 | 4 | 1.56% | 1.62% | 1.68% | Q4 2013 | Q3 2014 | 4 |
JNBA Financial Advisors | 3 | 1 | 0.02% | 2.26% | 8.93% | Q3 2015 | Q3 2016 | 4 |
Biltmore Family Office, LLC | 2 | 1 | 0.00% | 0.05% | 0.21% | Q4 2017 | Q4 2022 | 4 |
STRINGER ASSET MANAGEMENT, LLC | 4 | 4 | 3.59% | 4.89% | 8.08% | Q3 2014 | Q2 2015 | 4 |
Neuberger Berman Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
TRAIN BABCOCK ADVISORS LLC | 4 | 4 | 0.63% | 0.72% | 0.77% | Q2 2013 | Q1 2014 | 4 |
Pinnacle Bancorp, Inc. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q2 2022 | 4 |
JAMES INVESTMENT RESEARCH INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 4 |
Gryphon Financial Partners LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 4 |
Concorde Asset Management, LLC | 4 | 4 | 0.35% | 0.78% | 1.47% | Q1 2015 | Q4 2015 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.17% | 0.23% | 0.28% | Q2 2015 | Q1 2016 | 4 |
Integrated Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Karp Capital Management Corp | 4 | 4 | 0.00% | 0.22% | 0.63% | Q4 2014 | Q3 2015 | 4 |
LMCG INVESTMENTS, LLC | 4 | 4 | 0.01% | 0.20% | 0.29% | Q4 2014 | Q3 2015 | 4 |
Archer Capital Management, L.P. | 4 | 4 | 2.01% | 2.74% | 3.62% | Q2 2013 | Q1 2014 | 4 |
TEACHERS ADVISORS, LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2016 | Q3 2017 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 2.37% | 2.78% | 3.34% | Q2 2013 | Q1 2014 | 4 |
LORD, ABBETT & CO. LLC | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2015 | Q3 2016 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2017 | Q2 2018 | 4 |
LGT CAPITAL PARTNERS LTD. | 4 | 4 | 0.31% | 0.35% | 0.40% | Q1 2016 | Q4 2016 | 4 |
HL FINANCIAL SERVICES LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Tidal Investments LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Fore Research & Management, LP | 2 | 1 | 0.15% | 2.44% | 4.35% | Q2 2013 | Q1 2016 | 4 |
Risk Paradigm Group, LLC | 4 | 4 | 0.02% | 0.16% | 0.36% | Q1 2015 | Q4 2015 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.06% | 0.15% | Q4 2019 | Q3 2021 | 4 |
Regal Investment Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 4 |
Aureus Asset Management, LLC | 3 | 1 | 0.09% | 0.22% | 0.32% | Q1 2015 | Q3 2016 | 4 |
Argent Trust Co | 3 | 1 | 0.11% | 0.16% | 0.20% | Q4 2014 | Q1 2017 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 4 |
DOCK STREET ASSET MANAGEMENT INC | 4 | 4 | 1.05% | 3.32% | 5.90% | Q2 2013 | Q1 2014 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2014 | Q2 2015 | 4 |
RiverGlades Family Offices LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2017 | Q3 2018 | 4 |
Acorn Advisory Capital L.P. | 4 | 4 | 4.87% | 9.75% | 13.70% | Q4 2017 | Q3 2018 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 3 | 0.17% | 0.29% | 0.49% | Q2 2013 | Q4 2013 | 4 |
New Vernon Capital Holdings II LLC | 2 | 1 | 0.88% | 12.57% | 29.40% | Q4 2013 | Q1 2017 | 4 |
Private Capital Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
SPINNAKER TRUST | 4 | 4 | 1.00% | 1.35% | 1.56% | Q3 2014 | Q2 2015 | 4 |
WEXFORD CAPITAL LP | 2 | 2 | 0.24% | 0.37% | 0.52% | Q3 2013 | Q1 2015 | 4 |
Tahithromos, L.L.C. | 2 | 2 | 0.82% | 2.15% | 3.00% | Q2 2013 | Q1 2015 | 4 |
Disciplined Investments, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Pergamon Offshore Advisors, L.P. | 4 | 4 | 3.47% | 4.01% | 4.55% | Q4 2014 | Q3 2015 | 4 |
Braver Wealth Management, LLC | 3 | 1 | 0.07% | 0.71% | 0.99% | Q4 2013 | Q4 2016 | 4 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2018 | 3 |
PREMIER ASSET MANAGEMENT LLC | 3 | 3 | 0.08% | 0.20% | 0.27% | Q3 2013 | Q1 2014 | 3 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.04% | 0.09% | Q2 2021 | Q2 2022 | 3 |
Sage Advisory Services, Ltd.Co. | 3 | 3 | 6.82% | 7.70% | 9.20% | Q2 2013 | Q4 2013 | 3 |
Segment Wealth Management, LLC | 3 | 3 | 0.86% | 0.89% | 0.92% | Q2 2013 | Q4 2013 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Castle Hook Partners LP | 1 | 1 | 1.64% | 3.40% | 6.71% | Q3 2017 | Q3 2018 | 3 |
Sculptor Capital LP | 2 | 1 | 0.04% | 0.18% | 0.43% | Q3 2013 | Q4 2016 | 3 |
Turim 21 Investimentos Ltda. | 3 | 3 | 0.03% | 4.02% | 9.22% | Q3 2017 | Q1 2018 | 3 |
J.Safra Asset Management Corp | 3 | 3 | 2.22% | 3.68% | 5.09% | Q2 2016 | Q4 2016 | 3 |
USCA RIA LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q1 2017 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Ballentine Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2017 | 3 |
V Wealth Advisors LLC | 2 | 1 | 0.02% | 0.16% | 0.30% | Q3 2016 | Q2 2017 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
DUNCKER STREETT & CO INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2016 | 3 |
STERNE AGEE GROUP, INC. | 3 | 3 | 0.09% | 0.22% | 0.31% | Q3 2014 | Q1 2015 | 3 |
Beaumont Financial Partners, LLC | 3 | 3 | 0.46% | 0.53% | 0.57% | Q1 2015 | Q3 2015 | 3 |
FNY Managed Accounts LLC | 1 | 1 | 0.27% | 0.53% | 1.04% | Q3 2013 | Q4 2014 | 3 |
WESPAC Advisors, LLC | 2 | 1 | 0.28% | 0.74% | 1.10% | Q4 2015 | Q4 2022 | 3 |
First City Capital Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
WMS Partners, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q4 2016 | 3 |
Onex Canada Asset Management Inc. | 3 | 3 | 0.22% | 0.38% | 0.49% | Q2 2013 | Q4 2013 | 3 |
KELLOGG W K FOUNDATION TRUST | 3 | 3 | 0.22% | 0.24% | 0.24% | Q3 2013 | Q1 2014 | 3 |
Gerstein Fisher | 3 | 3 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q4 2013 | 3 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.12% | 0.21% | Q4 2017 | Q3 2023 | 3 |
First Heartland Consultants, Inc. | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q3 2017 | 3 |
ATLANTIC INVESTMENT Co | 3 | 3 | 0.69% | 0.80% | 0.98% | Q2 2013 | Q4 2013 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
PARA ADVISORS LLC | 2 | 1 | 1.72% | 2.43% | 3.28% | Q2 2013 | Q4 2015 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q2 2020 | 3 |
Evanson Asset Management, LLC | 3 | 3 | 0.08% | 0.19% | 0.25% | Q1 2015 | Q3 2015 | 3 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q1 2018 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Telemetry Investments, L.L.C. | 2 | 1 | 0.40% | 0.67% | 0.92% | Q4 2020 | Q4 2021 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Peak Asset Management, LLC | 3 | 3 | 0.12% | 0.15% | 0.19% | Q4 2017 | Q2 2018 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Verition Fund Management LLC | 2 | 1 | 0.06% | 0.33% | 0.67% | Q3 2015 | Q4 2021 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.02% | 0.06% | 0.12% | Q4 2016 | Q4 2016 | 3 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2014 | 3 |
ELEMENT POINTE ADVISORS, LLC | 3 | 3 | 2.01% | 2.85% | 3.70% | Q3 2021 | Q1 2022 | 3 |
BRIGADE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.02% | 1.37% | 2.17% | Q1 2015 | Q1 2018 | 3 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q3 2017 | Q3 2018 | 3 |
XR Securities LLC | 2 | 1 | 0.04% | 0.08% | 0.11% | Q2 2018 | Q3 2020 | 3 |
SHAPIRO ROBERT N | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
SCHARF INVESTMENTS, LLC | 3 | 3 | 0.02% | 0.10% | 0.14% | Q2 2013 | Q4 2013 | 3 |
BANK OF THE WEST | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 3 |
LINDEN ADVISORS LP | 2 | 1 | 1.78% | 3.64% | 4.84% | Q2 2013 | Q2 2014 | 3 |
Aft, Forsyth & Sober, LLC | 3 | 3 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q4 2013 | 3 |
AlphaCore Capital LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 1 | 0.53% | 1.13% | 2.30% | Q3 2013 | Q4 2017 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.00% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.27% | 0.51% | 0.86% | Q2 2022 | Q2 2023 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CETERA INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.38% | 1.13% | 2.55% | Q4 2016 | Q2 2017 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 3 |
UBS OCONNOR LLC | 2 | 1 | 0.01% | 0.17% | 0.34% | Q2 2013 | Q1 2017 | 3 |
Relative Value Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
COMMUNITY TRUST & INVESTMENT CO | 3 | 3 | 0.75% | 0.91% | 1.00% | Q4 2014 | Q2 2015 | 3 |
BOKF, NA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 3 |
Schrum Private Wealth Management LLC | 3 | 3 | 0.24% | 0.26% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Pacifica Partners Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Tiedemann Wealth Management Holdings, LLC | 3 | 3 | 1.36% | 1.80% | 2.61% | Q3 2016 | Q1 2017 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 3 |
Glaxis Capital Management, LLC | 3 | 3 | 3.68% | 4.66% | 5.48% | Q2 2013 | Q4 2013 | 3 |
1919 Investment Counsel, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 1 | 0.06% | 0.06% | 0.08% | Q2 2013 | Q1 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.24% | 0.29% | 0.33% | Q3 2013 | Q1 2014 | 3 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 3 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 2 | 1 | 0.11% | 1.13% | 1.99% | Q3 2019 | Q3 2023 | 3 |
PRUDENTIAL FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 3 |
Hirtle Callaghan & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
HM PAYSON & CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2020 | 3 |
Kingsview Wealth Management, LLC | 2 | 1 | 0.08% | 0.12% | 0.18% | Q3 2018 | Q2 2021 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Strategic Point Investment Advisors, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q3 2013 | Q1 2014 | 3 |
WHALEROCK POINT PARTNERS, LLC | 3 | 3 | 0.48% | 0.54% | 0.63% | Q4 2013 | Q2 2014 | 3 |
MID CONTINENT CAPITAL LLC/IL | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q3 2015 | 3 |
ADELL HARRIMAN & CARPENTER INC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q2 2015 | Q4 2015 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.11% | 0.14% | 0.18% | Q4 2014 | Q2 2015 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Zions Bancorporation | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 3 |
Checchi Capital Advisers, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PAYDEN & RYGEL | 2 | 1 | 0.37% | 0.39% | 0.40% | Q1 2015 | Q4 2015 | 3 |
Miracle Mile Advisors, LLC | 3 | 3 | 0.07% | 0.10% | 0.13% | Q3 2015 | Q1 2016 | 3 |
CQS Cayman LP | 2 | 1 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q4 2014 | 3 |
Vantage Investment Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 3 |
Orinda Asset Management LLC | 1 | 1 | 0.18% | 0.38% | 0.59% | Q3 2013 | Q3 2015 | 3 |
Ameraudi Asset Management, Inc. | 2 | 2 | 1.06% | 1.17% | 1.28% | Q4 2019 | Q1 2020 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2019 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
COOPERMAN LEON G | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Lombard Odier & Cie (Canada), Limited Partnership | 1 | 1 | 0.29% | 0.33% | 0.37% | Q4 2013 | Q3 2014 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2016 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Duquesne Family Office | 2 | 2 | 0.58% | 0.80% | 1.03% | Q3 2013 | Q4 2013 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
PFS INVESTMENTS INC. | 1 | 1 | 0.42% | 1.04% | 1.67% | Q4 2017 | Q4 2019 | 2 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q2 2019 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 2 |
TRADITION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q3 2017 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q3 2022 | 2 |
Waterloo Capital, L.P. | 2 | 2 | 0.09% | 0.41% | 0.74% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.36% | 1.10% | 1.84% | Q4 2016 | Q4 2020 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2013 | Q2 2015 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2015 | 2 |
King Wealth Management Group | 2 | 2 | 0.20% | 0.20% | 0.21% | Q4 2013 | Q1 2014 | 2 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2022 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Vollero Beach Capital Partners LLC | 2 | 2 | 1.07% | 1.09% | 1.11% | Q1 2015 | Q2 2015 | 2 |
Black Swift Group, LLC | 2 | 2 | 3.43% | 3.64% | 3.85% | Q2 2023 | Q3 2023 | 2 |
MBB PUBLIC MARKETS I LLC | 2 | 2 | 0.09% | 0.12% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
SPROTT INC. | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2014 | 2 |
Nadler Financial Group, Inc. | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2014 | Q2 2014 | 2 |
Ethos Financial Group, LLC | 1 | 1 | 0.26% | 1.21% | 2.15% | Q4 2022 | Q3 2023 | 2 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.09% | 0.17% | Q4 2017 | Q3 2018 | 2 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q1 2023 | 2 |
SCOUT INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
UNITED BANK, INC. | 2 | 2 | 0.42% | 0.45% | 0.48% | Q1 2015 | Q2 2015 | 2 |
K2 PRINCIPAL FUND, L.P. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Trexquant Investment LP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q2 2020 | 2 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2017 | 2 |
Efficient Market Advisors, LLC | 1 | 1 | 0.01% | 0.13% | 0.24% | Q3 2013 | Q4 2015 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 2 |
Camelot Portfolios, LLC | 2 | 2 | 0.27% | 0.44% | 0.61% | Q4 2021 | Q1 2022 | 2 |
H. L. Ormond & Company, LLC | 2 | 2 | 1.19% | 1.25% | 1.31% | Q2 2022 | Q3 2022 | 2 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 2 |
Waldron Private Wealth LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2015 | Q1 2016 | 2 |
GRATRY & Co LLC | 1 | 1 | 0.85% | 3.06% | 5.27% | Q4 2016 | Q4 2017 | 2 |
Adams Wealth Management | 2 | 2 | 1.92% | 2.01% | 2.10% | Q2 2023 | Q3 2023 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.57% | 0.59% | 0.61% | Q2 2022 | Q3 2022 | 2 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2023 | 2 |
TWO SIGMA ADVISERS, LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2013 | Q3 2013 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Trek Financial, LLC | 2 | 2 | 0.27% | 0.34% | 0.40% | Q2 2023 | Q3 2023 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 0.34% | 0.78% | 1.21% | Q3 2013 | Q4 2013 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.12% | 0.34% | 0.56% | Q3 2016 | Q4 2016 | 2 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2017 | 2 |
South Shore Capital Advisors | 1 | 1 | 0.73% | 0.94% | 1.15% | Q3 2021 | Q3 2022 | 2 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
Piscataqua Savings Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Price Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Torch Wealth Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2019 | Q4 2019 | 2 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 2 |
Geduld E E | 1 | 1 | 0.16% | 0.20% | 0.24% | Q2 2013 | Q4 2013 | 2 |
Wildcat Capital Management, LLC | 2 | 2 | 0.26% | 0.28% | 0.29% | Q2 2016 | Q3 2016 | 2 |
ACG Wealth | 2 | 2 | 0.82% | 0.95% | 1.08% | Q2 2018 | Q3 2018 | 2 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q1 2016 | Q4 2017 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.08% | 0.15% | Q3 2016 | Q3 2023 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Eldridge Investment Advisors, Inc. | 2 | 2 | 0.14% | 0.23% | 0.32% | Q2 2023 | Q3 2023 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
PRENTISS SMITH & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.47% | 0.47% | 0.48% | Q4 2015 | Q4 2016 | 2 |
Bristol Advisors, LLC | 1 | 1 | 0.74% | 1.71% | 2.68% | Q4 2016 | Q4 2017 | 2 |
Nationwide Fund Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 0.02% | 0.65% | 1.29% | Q2 2016 | Q3 2016 | 2 |
OTA Financial Group L.P. | 1 | 1 | 1.64% | 2.03% | 2.42% | Q2 2013 | Q1 2014 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2014 | 2 |
MYDA Advisors LLC | 1 | 1 | 0.47% | 1.75% | 3.03% | Q1 2018 | Q3 2018 | 2 |
Stillwater Capital Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2015 | Q1 2016 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2013 | Q1 2014 | 2 |
Columbus Macro, LLC | 2 | 2 | 0.25% | 0.26% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.33% | 0.38% | 0.44% | Q1 2018 | Q2 2018 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.01% | 0.06% | 0.10% | Q3 2016 | Q4 2016 | 2 |
VOYA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
CI INVESTMENTS INC. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2015 | 2 |
BESSEMER SECURITIES LLC | 2 | 2 | 1.28% | 1.32% | 1.36% | Q2 2015 | Q3 2015 | 2 |
Rothschild Capital Partners, LLC | 2 | 2 | 0.66% | 1.09% | 1.52% | Q4 2016 | Q1 2017 | 2 |
Hollow Brook Wealth Management LLC | 2 | 2 | 2.08% | 2.41% | 2.74% | Q4 2013 | Q1 2014 | 2 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.27% | 0.30% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.45% | 0.48% | 0.51% | Q4 2013 | Q1 2014 | 2 |
CALDWELL & ORKIN INC | 1 | 1 | 0.89% | 1.25% | 1.61% | Q2 2013 | Q4 2013 | 2 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.05% | 0.08% | Q1 2014 | Q3 2023 | 2 |
RUSSELL FRANK CO/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Nuveen Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 2 |
SEI TRUST CO | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q1 2014 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 2 |
L & S Advisors Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 2 | 2 | 1.26% | 2.45% | 3.64% | Q2 2016 | Q3 2016 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.11% | 0.55% | 0.98% | Q4 2013 | Q4 2018 | 2 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
BW Gestao de Investimentos Ltda. | 2 | 2 | 1.45% | 1.80% | 2.14% | Q4 2013 | Q1 2014 | 2 |
ASPIRIANT, LLC | 1 | 1 | 0.03% | 0.29% | 0.54% | Q1 2014 | Q2 2016 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2019 | 2 |
Bedell Frazier Investment Counselling, LLC | 2 | 2 | 1.75% | 1.82% | 1.90% | Q2 2023 | Q3 2023 | 2 |
Greytown Advisors Inc. | 2 | 2 | 0.13% | 0.16% | 0.18% | Q2 2017 | Q3 2017 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2014 | Q1 2019 | 2 |
FundX Investment Group, LLC | 2 | 2 | 2.86% | 3.02% | 3.17% | Q2 2015 | Q3 2015 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 2 | 0.73% | 0.87% | 1.00% | Q2 2013 | Q3 2013 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 2 |
Convergent Wealth Advisors | 2 | 2 | 0.05% | 0.07% | 0.08% | Q1 2015 | Q2 2015 | 2 |
Strategic Capital Alternatives LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Per Stirling Capital Management, LLC. | 2 | 2 | 0.12% | 0.16% | 0.19% | Q2 2023 | Q3 2023 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
AEGON USA Investment Management, LLC | 2 | 2 | 0.22% | 0.33% | 0.44% | Q1 2015 | Q2 2015 | 2 |
Kazazian Asset Management, LLC | 1 | 1 | 0.61% | 0.77% | 0.93% | Q4 2014 | Q3 2015 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
GEMS MANAGEMENT LTD | 2 | 2 | 13.80% | 14.80% | 15.81% | Q2 2013 | Q3 2013 | 2 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2016 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 2 |
Berkshire Money Management, Inc. | 2 | 2 | 3.05% | 3.17% | 3.30% | Q3 2013 | Q4 2013 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.35% | 0.50% | 0.64% | Q2 2023 | Q3 2023 | 2 |
LOEWS CORP | 1 | 1 | 0.11% | 0.12% | 0.12% | Q2 2013 | Q4 2013 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2017 | Q1 2017 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2015 | Q4 2015 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 2.98% | 2.98% | 2.98% | Q1 2021 | Q1 2021 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Source Financial Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
WADE G W & INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
JARISLOWSKY, FRASER Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LFS ASSET MANAGEMENT | 1 | 1 | 3.43% | 3.43% | 3.43% | Q3 2022 | Q3 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
York Capital Management Global Advisors, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2015 | Q1 2015 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Tranquilli Financial Advisor LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
First International Bank & Trust | 1 | 1 | 2.67% | 2.67% | 2.67% | Q3 2023 | Q3 2023 | 1 |
Cannell & Co. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TIFF ADVISORY SERVICES, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2017 | Q3 2017 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Concord Wealth Partners | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2023 | Q3 2023 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
THREE BAYS CAPITAL LP | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2016 | Q4 2016 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SG3 Management, LLC | 1 | 1 | 11.85% | 11.85% | 11.85% | Q4 2016 | Q4 2016 | 1 |
Allen Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Americana Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
INDUS CAPITAL PARTNERS, LLC | 1 | 1 | 7.79% | 7.79% | 7.79% | Q3 2013 | Q3 2013 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2022 | Q1 2022 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
White River Investment Partners, LLC | 1 | 1 | 2.36% | 2.36% | 2.36% | Q4 2013 | Q4 2013 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Seamans Capital Management, LLC | 1 | 1 | 5.29% | 5.29% | 5.29% | Q2 2013 | Q2 2013 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2015 | Q1 2015 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 5.49% | 5.49% | 5.49% | Q3 2019 | Q3 2019 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 4.78% | 4.78% | 4.78% | Q4 2016 | Q4 2016 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
DeGreen Capital Management LLC | 1 | 1 | 11.73% | 11.73% | 11.73% | Q4 2015 | Q4 2015 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 5.96% | 5.96% | 5.96% | Q3 2023 | Q3 2023 | 1 |
COLRAIN CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q1 2022 | Q1 2022 | 1 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
CMT TRADING LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2016 | Q2 2016 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
RAPTOR CAPITAL MANAGEMENT LP | 1 | 1 | 2.57% | 2.57% | 2.57% | Q4 2013 | Q4 2013 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Napier Park Global Capital (US) LP | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2017 | Q3 2017 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Tanglewood Wealth Management, Inc. | 1 | 1 | 5.89% | 5.89% | 5.89% | Q2 2013 | Q2 2013 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
TOWER TRUST Co | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2013 | Q2 2013 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2016 | Q3 2016 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NORTH AMERICAN MANAGEMENT CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Connective Capital Management, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2013 | Q2 2013 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2016 | Q2 2016 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Gibson Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Panning Capital Management, LP | 1 | 1 | 1.55% | 1.55% | 1.55% | Q1 2015 | Q1 2015 | 1 |
Grandeur Peak Global Advisors, LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2016 | Q3 2016 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1 | 1 | 8.81% | 8.81% | 8.81% | Q1 2016 | Q1 2016 | 1 |
AWM CAPITAL, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 2.11% | 2.11% | 2.11% | Q1 2015 | Q1 2015 | 1 |
EXCALIBUR MANAGEMENT CORP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2015 | Q4 2015 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BIRINYI ASSOCIATES INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2015 | Q3 2015 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
F3Logic, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
Palo Capital, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2018 | Q1 2018 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 2.94% | 2.94% | 2.94% | Q2 2016 | Q2 2016 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 3.44% | 3.44% | 3.44% | Q2 2015 | Q2 2015 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Stonehage Fleming (UK) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 6.79% | 6.79% | 6.79% | Q3 2022 | Q3 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Roc Capital Management, L.P. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2013 | Q2 2013 | 1 |
Nikulski Financial, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2017 | Q4 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2014 | Q1 2014 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Madison Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
First Personal Financial Services | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
EA Series Trust | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
Granite Point Capital Management, L.P. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2016 | Q4 2016 | 1 |
4Thought Financial Group Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Arrow Capital Management, LLC | 1 | 1 | 4.12% | 4.12% | 4.12% | Q2 2013 | Q2 2013 | 1 |
EnTrust Global Partners Offshore LP | 1 | 1 | 3.53% | 3.53% | 3.53% | Q4 2017 | Q4 2017 | 1 |
HT Partners LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2015 | Q4 2015 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2015 | Q4 2015 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
GeoSphere Capital Management, LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q2 2013 | Q2 2013 | 1 |
I.G. INVESTMENT MANAGEMENT, LTD. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
KEELEY ASSET MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Intersect Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Black Maple Capital Management LP | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2016 | Q3 2016 | 1 |
ARGENTIERE CAPITAL AG | 1 | 1 | 26.13% | 26.13% | 26.13% | Q3 2016 | Q3 2016 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2014 | Q4 2014 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2015 | Q2 2015 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Tradeworx Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2013 | Q1 2013 | 1 |
COWEN INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2015 | Q2 2015 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2015 | Q2 2015 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Archer Investment Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2016 | Q4 2016 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 3.36% | 3.36% | 3.36% | Q2 2013 | Q2 2013 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2018 | Q4 2018 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Savitr Capital, LLC | 1 | 1 | 4.91% | 4.91% | 4.91% | Q2 2013 | Q2 2013 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
McAdam, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 2.12% | 2.12% | 2.12% | Q2 2013 | Q2 2013 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Quantitative Advantage, LLC | 1 | 1 | 3.85% | 3.85% | 3.85% | Q2 2015 | Q2 2015 | 1 |
Forward Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q2 2023 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2014 | Q2 2014 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 1.97% | 1.97% | 1.97% | Q2 2015 | Q2 2015 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2013 | Q2 2013 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
London & Capital Asset Management Ltd | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2021 | Q1 2021 | 1 |
Levy Wealth Management Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Thiel Macro LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2015 | Q3 2015 | 1 |
Taylor, Cottrill LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hefren-Tillotson, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PFM Health Sciences, LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2016 | Q4 2016 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Smart Money Group LLC | 1 | 1 | 3.37% | 3.37% | 3.37% | Q3 2023 | Q3 2023 | 1 |
Texas Yale Capital Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2016 | Q3 2016 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Sloane Robinson LLP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2014 | Q4 2014 | 1 |
HANSBERGER GLOBAL INVESTORS INC/FL | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
Summit Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 7.66% | 7.66% | 7.66% | Q1 2015 | Q1 2015 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Verdad Advisers, LP | 1 | 1 | 4.89% | 4.89% | 4.89% | Q2 2023 | Q2 2023 | 1 |
Rovida Advisors Inc. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2016 | Q2 2016 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.