Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41 | 41 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q2 2023 | 99 |
JANE STREET GROUP, LLC | 37 | 37 | 0.00% | 0.08% | 1.14% | Q3 2014 | Q3 2023 | 79 |
Citadel Advisors | 30 | 3 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 79 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 74 |
BARCLAYS PLC | 27 | 6 | 0.00% | 0.00% | 0.05% | Q1 2014 | Q2 2022 | 72 |
GOLDMAN SACHS GROUP INC | 42 | 42 | 0.00% | 0.07% | 0.35% | Q2 2013 | Q3 2023 | 68 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.10% | 0.56% | Q2 2013 | Q3 2023 | 49 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 45 |
CREDIT SUISSE AG/ | 41 | 41 | 0.00% | 0.01% | 0.12% | Q3 2013 | Q3 2023 | 44 |
HSBC HOLDINGS PLC | 42 | 42 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.09% | 0.46% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.12% | 0.76% | Q2 2013 | Q3 2023 | 42 |
Cutler Group LLC / CA | 12 | 3 | 0.00% | 0.04% | 0.64% | Q4 2015 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CONDOR CAPITAL MANAGEMENT | 42 | 42 | 0.33% | 1.53% | 3.90% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 41 | 41 | 0.00% | 0.10% | 0.50% | Q3 2013 | Q3 2023 | 41 |
SCOTIA CAPITAL INC. | 40 | 1 | 0.00% | 0.10% | 0.35% | Q2 2013 | Q3 2023 | 41 |
UBS Group AG | 36 | 36 | 0.00% | 0.11% | 0.63% | Q4 2014 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 39 | 1 | 0.00% | 0.11% | 0.75% | Q2 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 29 | 11 | 0.00% | 0.07% | 0.46% | Q3 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 40 |
JPMORGAN CHASE & CO | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
Raymond James Financial Services Advisors, Inc. | 39 | 39 | 0.00% | 0.08% | 0.40% | Q1 2014 | Q3 2023 | 39 |
WEBSTER BANK, N. A. | 38 | 38 | 0.00% | 0.27% | 2.01% | Q2 2014 | Q3 2023 | 38 |
WOLVERINE TRADING, LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 38 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 28 | 4 | 0.00% | 0.02% | 0.14% | Q2 2015 | Q2 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 38 | 38 | 0.01% | 0.05% | 0.19% | Q2 2014 | Q3 2023 | 38 |
FIFTH THIRD BANCORP | 38 | 38 | 0.00% | 0.24% | 1.26% | Q2 2014 | Q3 2023 | 38 |
Harbour Capital Advisors, LLC | 25 | 12 | 0.17% | 0.36% | 0.94% | Q3 2014 | Q4 2023 | 37 |
US BANCORP \DE\ | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
GLENMEDE TRUST CO NA | 37 | 37 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Clear Harbor Asset Management, LLC | 33 | 3 | 0.01% | 0.19% | 0.46% | Q3 2014 | Q3 2023 | 37 |
Janney Montgomery Scott LLC | 29 | 7 | 0.01% | 0.15% | 0.44% | Q3 2014 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 36 |
Bank of New York Mellon Corp | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
FMR LLC | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
Permanens Capital L.P. | 36 | 36 | 1.83% | 8.14% | 27.81% | Q4 2014 | Q3 2023 | 36 |
HOLDERNESS INVESTMENTS CO | 36 | 36 | 0.18% | 0.68% | 2.32% | Q4 2014 | Q3 2023 | 36 |
Creative Planning | 23 | 13 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2023 | 36 |
BLAIR WILLIAM & CO/IL | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
M&T BANK CORP | 15 | 6 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q3 2023 | 35 |
WHITTIER TRUST CO | 35 | 35 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 35 |
Cetera Advisors LLC | 15 | 3 | 0.01% | 0.20% | 0.76% | Q1 2014 | Q3 2023 | 35 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
TOMPKINS FINANCIAL CORP | 25 | 10 | 0.01% | 1.60% | 8.20% | Q1 2015 | Q4 2023 | 35 |
NEW ENGLAND ASSET MANAGEMENT INC | 34 | 34 | 0.01% | 0.23% | 0.51% | Q4 2014 | Q1 2023 | 34 |
HUNTINGTON NATIONAL BANK | 30 | 4 | 0.00% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 34 |
Cetera Advisor Networks LLC | 21 | 13 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.03% | 0.11% | Q2 2015 | Q3 2023 | 34 |
Ashfield Capital Partners, LLC | 33 | 33 | 0.02% | 0.19% | 0.45% | Q3 2014 | Q3 2022 | 33 |
Migdal Insurance & Financial Holdings Ltd. | 32 | 32 | 0.00% | 0.02% | 0.11% | Q4 2015 | Q3 2023 | 32 |
COMMERCE BANK | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Ayalon Insurance Comp Ltd. | 24 | 8 | 0.03% | 0.45% | 1.00% | Q1 2015 | Q3 2023 | 32 |
KANAWHA CAPITAL MANAGEMENT LLC | 31 | 1 | 0.04% | 0.07% | 0.12% | Q3 2015 | Q3 2023 | 32 |
Harel Insurance Investments & Financial Services Ltd. | 32 | 32 | 0.02% | 0.20% | 3.62% | Q4 2015 | Q3 2023 | 32 |
GFS Advisors, LLC | 28 | 1 | 0.07% | 0.49% | 2.22% | Q3 2014 | Q4 2022 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.01% | 0.19% | Q3 2015 | Q3 2023 | 32 |
BNP PARIBAS FINANCIAL MARKETS | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
SIGNATUREFD, LLC | 22 | 1 | 0.00% | 0.04% | 0.28% | Q2 2014 | Q3 2023 | 31 |
Intercontinental Wealth Advisors, LLC | 31 | 31 | 0.11% | 1.86% | 4.54% | Q4 2015 | Q2 2023 | 31 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 1 | 0.01% | 0.15% | 1.68% | Q1 2015 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.01% | 0.04% | 0.23% | Q2 2016 | Q4 2023 | 31 |
Koshinski Asset Management, Inc. | 18 | 6 | 0.02% | 0.32% | 1.50% | Q4 2014 | Q1 2023 | 31 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 6 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 30 |
Pinnacle Advisory Group, Inc. | 27 | 3 | 0.04% | 0.97% | 4.11% | Q2 2013 | Q4 2020 | 30 |
KINGS POINT CAPITAL MANAGEMENT | 30 | 30 | 0.03% | 0.16% | 0.74% | Q4 2014 | Q1 2022 | 30 |
RiverFront Investment Group, LLC | 20 | 2 | 0.01% | 4.01% | 15.21% | Q1 2013 | Q3 2023 | 30 |
Country Club Trust Company, n.a. | 14 | 1 | 0.12% | 1.39% | 3.13% | Q2 2013 | Q4 2021 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.06% | 1.90% | 4.80% | Q2 2016 | Q3 2023 | 30 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 30 |
THRIVENT FINANCIAL FOR LUTHERANS | 16 | 1 | 0.00% | 0.10% | 0.49% | Q4 2014 | Q3 2023 | 29 |
Azimuth Capital Management LLC | 29 | 29 | 0.16% | 0.27% | 0.50% | Q1 2015 | Q1 2022 | 29 |
Caprock Group, LLC | 18 | 1 | 0.07% | 1.08% | 5.08% | Q4 2014 | Q3 2023 | 29 |
Focused Wealth Management, Inc | 29 | 29 | 0.00% | 0.01% | 0.09% | Q1 2015 | Q1 2022 | 29 |
SG Americas Securities, LLC | 29 | 29 | 0.00% | 0.04% | 0.28% | Q3 2014 | Q3 2021 | 29 |
IFP Advisors, Inc | 15 | 14 | 0.00% | 0.02% | 0.11% | Q4 2015 | Q1 2023 | 29 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 29 | 29 | 0.19% | 0.83% | 1.36% | Q1 2015 | Q1 2022 | 29 |
Carroll Financial Associates, Inc. | 28 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2021 | 29 |
Edge Wealth Management LLC | 29 | 29 | 0.01% | 0.96% | 5.82% | Q1 2015 | Q1 2022 | 29 |
VICUS CAPITAL | 26 | 2 | 0.06% | 0.35% | 1.01% | Q2 2013 | Q3 2021 | 28 |
AllSquare Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.16% | 0.44% | Q4 2016 | Q3 2023 | 28 |
GenTrust, LLC | 28 | 28 | 0.08% | 1.44% | 3.32% | Q4 2016 | Q3 2023 | 28 |
Homrich & Berg | 24 | 1 | 0.01% | 0.19% | 0.50% | Q2 2014 | Q3 2021 | 28 |
CAPTRUST FINANCIAL ADVISORS | 10 | 8 | 0.00% | 0.02% | 0.16% | Q1 2015 | Q2 2022 | 28 |
OLD MISSION CAPITAL LLC | 14 | 1 | 0.03% | 0.39% | 1.43% | Q4 2014 | Q3 2023 | 28 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15 | 13 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q1 2022 | 28 |
Bank Pictet & Cie (Europe) AG | 13 | 1 | 0.04% | 0.60% | 1.48% | Q1 2015 | Q1 2023 | 27 |
BigSur Wealth Management LLC | 26 | 1 | 0.11% | 0.54% | 1.55% | Q4 2016 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.01% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Psagot Value Holdings Ltd. | 27 | 27 | 0.01% | 1.50% | 4.43% | Q4 2014 | Q2 2021 | 27 |
Cetera Investment Advisers | 27 | 27 | 0.00% | 0.17% | 0.36% | Q4 2015 | Q2 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 27 |
BESSEMER GROUP INC | 23 | 3 | 0.00% | 0.33% | 2.94% | Q1 2015 | Q1 2022 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.02% | 0.18% | Q2 2017 | Q3 2023 | 26 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.01% | 0.12% | Q4 2014 | Q2 2019 | 26 |
Private Advisor Group, LLC | 24 | 1 | 0.00% | 0.06% | 0.15% | Q3 2014 | Q3 2023 | 26 |
BlackRock Inc. | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2022 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q2 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.10% | 0.40% | Q4 2016 | Q3 2023 | 25 |
BANK HAPOALIM BM | 24 | 1 | 0.05% | 0.72% | 1.66% | Q1 2014 | Q2 2020 | 25 |
STIFEL FINANCIAL CORP | 25 | 25 | 0.00% | 0.04% | 0.26% | Q1 2015 | Q1 2021 | 25 |
OPTIMUM INVESTMENT ADVISORS | 24 | 1 | 0.00% | 0.18% | 0.75% | Q1 2015 | Q2 2021 | 25 |
RMB Capital Management, LLC | 24 | 24 | 0.07% | 0.11% | 0.21% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.35% | 1.03% | Q3 2014 | Q4 2021 | 24 |
1832 Asset Management L.P. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.05% | 0.23% | Q4 2014 | Q1 2023 | 24 |
Belpointe Asset Management LLC | 18 | 6 | 0.02% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 24 |
Winslow, Evans & Crocker, Inc. | 24 | 24 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q4 2020 | 24 |
SIMPLEX TRADING, LLC | 11 | 1 | 0.00% | 0.04% | 0.16% | Q2 2015 | Q1 2023 | 24 |
BANK OF STOCKTON | 24 | 24 | 0.17% | 1.54% | 2.72% | Q1 2015 | Q4 2020 | 24 |
BB&T SECURITIES, LLC | 22 | 1 | 0.00% | 0.20% | 0.66% | Q2 2013 | Q3 2019 | 23 |
EFG Asset Management (Americas) Corp. | 23 | 23 | 0.14% | 0.66% | 2.27% | Q4 2014 | Q2 2020 | 23 |
First Allied Advisory Services, Inc. | 22 | 1 | 0.01% | 0.10% | 0.39% | Q2 2014 | Q1 2020 | 23 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2019 | 23 |
AE Wealth Management LLC | 23 | 23 | 0.00% | 0.07% | 0.21% | Q1 2018 | Q3 2023 | 23 |
Parallel Advisors, LLC | 15 | 3 | 0.00% | 0.09% | 0.26% | Q4 2016 | Q3 2023 | 23 |
ASSETMARK, INC | 22 | 1 | 0.00% | 0.11% | 0.73% | Q4 2014 | Q4 2020 | 23 |
Stratos Wealth Partners, LTD. | 21 | 2 | 0.01% | 0.07% | 0.50% | Q4 2014 | Q3 2023 | 23 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.13% | 0.17% | 0.24% | Q2 2018 | Q3 2023 | 22 |
HOLLENCREST CAPITAL MANAGEMENT | 22 | 22 | 0.11% | 0.61% | 2.93% | Q3 2014 | Q4 2019 | 22 |
3D ASSET MANAGEMENT, INC | 22 | 22 | 0.07% | 1.03% | 4.06% | Q3 2014 | Q4 2019 | 22 |
ROTHSCHILD INVESTMENT LLC /IL | 22 | 22 | 0.03% | 0.23% | 0.50% | Q3 2014 | Q4 2019 | 22 |
Moors & Cabot, Inc. | 22 | 22 | 0.02% | 0.07% | 0.13% | Q1 2015 | Q2 2020 | 22 |
Tortoise Investment Management, LLC | 22 | 22 | 0.00% | 0.04% | 0.17% | Q4 2014 | Q1 2020 | 22 |
CONNING INC. | 22 | 22 | 0.12% | 0.15% | 0.21% | Q2 2018 | Q3 2023 | 22 |
Transamerica Financial Advisors, Inc. | 17 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q2 2022 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 22 |
FRANKLIN RESOURCES INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 22 |
PFG Advisors | 22 | 22 | 0.06% | 0.11% | 0.26% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Brinker Capital Investments, LLC | 21 | 21 | 0.00% | 0.04% | 0.18% | Q4 2014 | Q4 2019 | 21 |
Capital Investment Advisory Services, LLC | 13 | 8 | 0.00% | 0.13% | 0.30% | Q1 2017 | Q3 2023 | 21 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2023 | 21 |
VALLEY NATIONAL ADVISERS INC | 21 | 21 | 0.00% | 0.06% | 0.24% | Q1 2015 | Q1 2020 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.43% | 1.01% | 1.68% | Q1 2015 | Q2 2020 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.02% | 0.11% | Q1 2017 | Q3 2023 | 21 |
FIDUCIARY TRUST INTERNATIONAL LLC | 15 | 6 | 0.07% | 0.15% | 0.22% | Q3 2014 | Q4 2019 | 21 |
LFA - Lugano Financial Advisors SA | 16 | 5 | 0.03% | 0.08% | 0.21% | Q2 2018 | Q3 2023 | 21 |
NATIXIS ADVISORS, L.P. | 20 | 20 | 0.01% | 0.02% | 0.08% | Q1 2015 | Q4 2019 | 20 |
Mariner, LLC | 18 | 2 | 0.00% | 0.41% | 2.04% | Q3 2013 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.12% | Q4 2017 | Q3 2022 | 20 |
FAS Wealth Partners, Inc. | 20 | 20 | 0.06% | 0.11% | 0.23% | Q1 2015 | Q4 2019 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.04% | 0.31% | 1.23% | Q4 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.04% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 20 |
OPPENHEIMER & CO INC | 16 | 1 | 0.00% | 0.07% | 0.22% | Q1 2015 | Q1 2023 | 20 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.01% | 0.17% | 0.55% | Q1 2014 | Q4 2022 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Hudock, Inc. | 19 | 1 | 0.00% | 0.07% | 0.72% | Q2 2013 | Q4 2018 | 20 |
Cerity Partners LLC | 18 | 1 | 0.00% | 0.03% | 0.23% | Q4 2017 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 1.49% | 1.68% | 1.90% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.05% | Q1 2014 | Q3 2023 | 20 |
Financial Advantage, Inc. | 20 | 20 | 0.01% | 7.03% | 8.25% | Q1 2015 | Q4 2019 | 20 |
PINNACLE ASSOCIATES LTD | 20 | 20 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q4 2018 | 20 |
Cheviot Value Management, LLC | 20 | 20 | 0.14% | 0.44% | 0.68% | Q2 2015 | Q1 2020 | 20 |
Jefferies Group LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2022 | 19 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 17 | 2 | 0.06% | 1.44% | 2.98% | Q4 2014 | Q2 2020 | 19 |
SUNTRUST BANKS INC | 19 | 19 | 0.01% | 0.06% | 0.18% | Q1 2015 | Q3 2019 | 19 |
InterOcean Capital, LLC | 19 | 19 | 0.02% | 0.08% | 0.31% | Q2 2015 | Q4 2019 | 19 |
AlphaMark Advisors, LLC | 13 | 6 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2019 | 19 |
USCA RIA LLC | 19 | 19 | 0.05% | 0.13% | 0.26% | Q2 2013 | Q4 2017 | 19 |
Janney Capital Management LLC | 19 | 19 | 0.73% | 4.32% | 8.59% | Q4 2014 | Q2 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.13% | 0.18% | 0.36% | Q1 2019 | Q3 2023 | 19 |
BREWIN DOLPHIN LTD | 18 | 1 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q2 2022 | 19 |
BTR CAPITAL MANAGEMENT INC | 19 | 19 | 0.16% | 0.49% | 0.78% | Q1 2018 | Q3 2022 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 18 | 18 | 0.00% | 0.33% | 0.53% | Q4 2016 | Q1 2021 | 18 |
Stevens First Principles Investment Advisors | 10 | 8 | 0.01% | 1.39% | 4.28% | Q2 2013 | Q4 2017 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.01% | 0.03% | 0.17% | Q4 2018 | Q3 2023 | 18 |
Wunderlich Capital Managemnt | 17 | 1 | 0.24% | 0.31% | 0.51% | Q4 2014 | Q1 2020 | 18 |
Progeny 3, Inc. | 14 | 4 | 8.39% | 23.16% | 37.47% | Q1 2015 | Q1 2020 | 18 |
Marquette Asset Management, LLC | 11 | 7 | 0.00% | 0.44% | 0.77% | Q2 2015 | Q3 2020 | 18 |
INTEGRAL DERIVATIVES, LLC | 10 | 1 | 0.01% | 0.04% | 0.30% | Q2 2015 | Q1 2018 | 18 |
CIBC WORLD MARKET INC. | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2023 | 18 |
IPG Investment Advisors LLC | 17 | 1 | 0.08% | 0.55% | 1.33% | Q4 2014 | Q3 2023 | 18 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2019 | 18 |
LAKE STREET PRIVATE WEALTH, LLC | 18 | 18 | 0.06% | 0.55% | 1.16% | Q1 2019 | Q2 2023 | 18 |
First Horizon Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 18 |
Patten Group, Inc. | 17 | 17 | 0.07% | 0.19% | 0.30% | Q4 2014 | Q4 2018 | 17 |
Walleye Trading LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 17 |
Heritage Wealth Advisors | 17 | 17 | 0.03% | 9.22% | 12.77% | Q4 2014 | Q4 2018 | 17 |
Atria Investments, Inc | 10 | 1 | 0.02% | 0.12% | 0.50% | Q2 2013 | Q1 2020 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.01% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 17 |
QUADRANT CAPITAL GROUP LLC | 8 | 3 | 0.01% | 0.21% | 0.60% | Q2 2015 | Q3 2021 | 17 |
HOWLAND CAPITAL MANAGEMENT LLC | 17 | 17 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q4 2019 | 17 |
Laurel Wealth Advisors, Inc. | 17 | 17 | 0.09% | 0.38% | 1.23% | Q4 2015 | Q4 2019 | 17 |
BBVA USA Bancshares, Inc. | 17 | 17 | 0.03% | 0.13% | 0.22% | Q2 2015 | Q2 2019 | 17 |
TELEMUS CAPITAL, LLC | 9 | 2 | 0.02% | 1.06% | 5.34% | Q2 2015 | Q4 2019 | 17 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 2 | 0.05% | 0.29% | 1.36% | Q4 2014 | Q1 2019 | 17 |
Allianz Asset Management GmbH | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q4 2021 | 17 |
Commonwealth Equity Services, Inc | 16 | 16 | 0.01% | 0.06% | 0.17% | Q4 2013 | Q3 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 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.02% | 0.11% | Q3 2014 | Q3 2023 | 16 |
Intellectus Partners, LLC | 8 | 8 | 0.25% | 0.78% | 1.14% | Q4 2016 | Q4 2020 | 16 |
EASTERN BANK | 16 | 16 | 0.02% | 1.07% | 1.86% | Q4 2014 | Q3 2018 | 16 |
Fiduciary Trust Co International of Pennsylvania | 13 | 1 | 0.02% | 0.51% | 1.05% | Q1 2015 | Q1 2020 | 16 |
Spears Abacus Advisors LLC | 14 | 2 | 0.03% | 0.14% | 0.25% | Q2 2015 | Q2 2019 | 16 |
Sloy Dahl & Holst, LLC | 16 | 16 | 0.06% | 0.14% | 0.46% | Q4 2019 | Q3 2023 | 16 |
PICTET BANK & TRUST Ltd | 16 | 16 | 0.09% | 0.11% | 0.32% | Q1 2015 | Q4 2018 | 16 |
PARSONS CAPITAL MANAGEMENT INC/RI | 16 | 16 | 0.03% | 0.09% | 0.22% | Q1 2014 | Q4 2017 | 16 |
SALEM INVESTMENT COUNSELORS INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
SYNOVUS FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2020 | 16 |
PATTEN & PATTEN INC/TN | 16 | 16 | 0.05% | 0.45% | 1.05% | Q3 2013 | Q2 2017 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
COURIER CAPITAL LLC | 10 | 2 | 0.02% | 0.06% | 0.09% | Q3 2015 | Q1 2021 | 16 |
AdvisorNet Financial, Inc | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
HOURGLASS CAPITAL, LLC | 16 | 16 | 0.09% | 0.11% | 0.14% | Q1 2017 | Q4 2020 | 16 |
WEDBUSH SECURITIES INC | 16 | 16 | 0.05% | 0.09% | 0.16% | Q4 2014 | Q3 2018 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.05% | 0.10% | 0.26% | Q4 2018 | Q3 2022 | 16 |
Financial Architects, Inc | 15 | 15 | 0.05% | 0.12% | 0.23% | Q1 2015 | Q3 2018 | 15 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 15 | 15 | 0.01% | 0.09% | 0.18% | Q1 2015 | Q3 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.05% | 0.14% | Q2 2016 | Q4 2019 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 1 | 0.00% | 0.18% | 0.36% | Q1 2015 | Q3 2022 | 15 |
Global Retirement Partners, LLC | 10 | 2 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.08% | 0.53% | 1.88% | Q4 2015 | Q2 2019 | 15 |
ALETHEA CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.16% | 0.26% | 0.39% | Q1 2020 | Q3 2023 | 15 |
Frisch Financial Group, Inc. | 15 | 15 | 0.10% | 0.28% | 1.33% | Q4 2018 | Q2 2022 | 15 |
ArchPoint Investors | 15 | 15 | 0.01% | 2.75% | 6.90% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Allworth Financial LP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 15 |
REGENTATLANTIC CAPITAL LLC | 7 | 4 | 0.00% | 0.02% | 0.02% | Q4 2014 | Q4 2019 | 15 |
Archford Capital Strategies, LLC | 9 | 6 | 0.00% | 0.07% | 0.38% | Q1 2015 | Q2 2019 | 15 |
Miracle Mile Advisors, LLC | 11 | 1 | 0.02% | 2.31% | 4.77% | Q3 2015 | Q4 2022 | 15 |
BOURGEON CAPITAL MANAGEMENT LLC | 15 | 15 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q1 2023 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.05% | 0.44% | Q4 2014 | Q2 2018 | 15 |
StrategIQ Financial Group, LLC | 14 | 14 | 0.07% | 2.21% | 4.18% | Q4 2015 | Q1 2019 | 14 |
Bray Capital Advisors | 12 | 2 | 0.06% | 0.37% | 0.79% | Q2 2015 | Q4 2018 | 14 |
HAP Trading, LLC | 7 | 2 | 0.00% | 0.27% | 2.05% | Q2 2015 | Q4 2017 | 14 |
Dorsey & Whitney Trust CO LLC | 14 | 14 | 0.11% | 0.19% | 0.31% | Q1 2014 | Q2 2017 | 14 |
Vontobel Swiss Wealth Advisors AG | 14 | 14 | 1.58% | 2.38% | 4.91% | Q4 2014 | Q1 2018 | 14 |
RAY GERALD L & ASSOCIATES LTD | 14 | 14 | 0.12% | 0.22% | 0.33% | Q2 2014 | Q3 2017 | 14 |
Mirae Asset Global Investments Co., Ltd. | 11 | 1 | 0.14% | 0.38% | 0.70% | Q2 2015 | Q2 2019 | 14 |
Qube Research & Technologies Ltd | 12 | 2 | 0.00% | 0.02% | 0.11% | Q4 2019 | Q3 2023 | 14 |
STATE STREET CORP | 14 | 14 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2018 | 14 |
EATON VANCE MANAGEMENT | 10 | 4 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q4 2021 | 14 |
Graypoint LLC | 14 | 14 | 0.04% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Advisors, LLC | 14 | 14 | 0.16% | 0.62% | 1.30% | Q1 2015 | Q2 2018 | 14 |
Brown Advisory Securities, LLC | 12 | 2 | 0.04% | 0.11% | 0.22% | Q1 2015 | Q3 2018 | 14 |
MADISON INVESTMENT HOLDINGS INC | 10 | 1 | 0.01% | 0.56% | 1.16% | Q2 2013 | Q1 2017 | 14 |
Frontier Wealth Management LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q4 2019 | 14 |
Lowe Wealth Advisors, LLC | 14 | 14 | 0.46% | 0.49% | 0.54% | Q4 2014 | Q1 2018 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.03% | 0.22% | 0.35% | Q4 2017 | Q1 2021 | 14 |
Dynamic Advisor Solutions LLC | 14 | 14 | 0.05% | 0.14% | 0.39% | Q1 2015 | Q2 2018 | 14 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 14 |
Jacobus Wealth Management, Inc. | 14 | 14 | 0.37% | 1.57% | 2.16% | Q2 2014 | Q3 2017 | 14 |
People's United Financial, Inc. | 12 | 1 | 0.00% | 0.36% | 1.48% | Q3 2015 | Q1 2022 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.06% | 0.09% | 0.16% | Q1 2019 | Q2 2022 | 14 |
BANK OF NOVA SCOTIA | 13 | 13 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q4 2017 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.04% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
SEI INVESTMENTS CO | 7 | 6 | 0.00% | 0.18% | 2.06% | Q1 2015 | Q2 2018 | 13 |
Virtu KCG Holdings LLC | 12 | 1 | 0.01% | 0.06% | 0.12% | Q4 2013 | Q2 2017 | 13 |
Bruderman Asset Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2019 | 13 |
NORTHERN TRUST CORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2020 | 13 |
Granite Investment Partners, LLC | 10 | 3 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2021 | 13 |
MEITAV INVESTMENT HOUSE LTD | 11 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 13 |
FIRST MANHATTAN CO. LLC. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2020 | 13 |
Chanos & Co LP | 7 | 1 | 1.36% | 2.46% | 4.12% | Q4 2014 | Q3 2020 | 13 |
Rockefeller Capital Management L.P. | 7 | 6 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 13 |
Quadrant Capital Management, LLC | 12 | 12 | 1.04% | 1.74% | 2.03% | Q1 2015 | Q4 2017 | 12 |
TRUIST FINANCIAL CORP | 7 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 12 |
GM Advisory Group, LLC | 12 | 12 | 1.88% | 3.83% | 6.61% | Q1 2015 | Q4 2017 | 12 |
FDx Advisors, Inc. | 11 | 1 | 0.01% | 0.10% | 0.84% | Q4 2014 | Q4 2017 | 12 |
Parkside Advisors LLC | 12 | 12 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q4 2023 | 12 |
BROWN ADVISORY INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2021 | 12 |
CENTRAL TRUST Co | 12 | 12 | 0.01% | 0.05% | 0.10% | Q1 2015 | Q4 2017 | 12 |
Greytown Advisors Inc. | 10 | 2 | 0.11% | 3.76% | 10.67% | Q4 2016 | Q1 2022 | 12 |
Itau Unibanco Holding S.A. | 12 | 12 | 0.07% | 0.86% | 2.64% | Q2 2016 | Q1 2019 | 12 |
CUMBERLAND ADVISORS INC | 12 | 12 | 2.44% | 4.23% | 6.66% | Q2 2014 | Q1 2017 | 12 |
FORTE CAPITAL LLC /ADV | 12 | 12 | 0.08% | 0.11% | 0.13% | Q1 2015 | Q4 2017 | 12 |
DAVENPORT & Co LLC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 12 |
Concorde Asset Management, LLC | 7 | 1 | 0.13% | 0.20% | 0.44% | Q3 2015 | Q3 2023 | 12 |
Sigma Planning Corp | 12 | 12 | 0.02% | 0.11% | 0.24% | Q1 2015 | Q4 2017 | 12 |
TRAIN BABCOCK ADVISORS LLC | 11 | 1 | 0.35% | 1.56% | 2.38% | Q4 2014 | Q4 2017 | 12 |
BANQUE PICTET & CIE SA | 11 | 1 | 0.01% | 0.04% | 0.12% | Q1 2015 | Q1 2018 | 12 |
North Star Investment Management Corp. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 12 |
Fieldpoint Private Securities, LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q4 2019 | 12 |
Independent Portfolio Consultants, Inc. | 12 | 12 | 0.10% | 0.20% | 0.39% | Q2 2014 | Q1 2017 | 12 |
NewEdge Advisors, LLC | 6 | 2 | 0.00% | 0.02% | 0.09% | Q2 2017 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2016 | 12 |
Spot Trading L.L.C | 5 | 5 | 0.00% | 0.03% | 0.14% | Q4 2015 | Q4 2016 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.05% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 12 |
NATIONAL PLANNING CORP | 12 | 12 | 0.01% | 0.07% | 0.20% | Q4 2014 | Q3 2017 | 12 |
Aureus Asset Management, LLC | 9 | 3 | 0.23% | 0.32% | 0.40% | Q1 2015 | Q3 2018 | 12 |
Conservest Capital Advisors, Inc. | 11 | 1 | 1.52% | 1.98% | 2.65% | Q3 2017 | Q4 2020 | 12 |
WELCH & FORBES LLC | 12 | 12 | 0.09% | 0.11% | 0.14% | Q1 2015 | Q4 2017 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
WILLIAMS JONES & ASSOCIATES LLC | 8 | 4 | 0.01% | 0.09% | 0.55% | Q1 2015 | Q1 2019 | 12 |
Keel Point, LLC | 6 | 1 | 0.00% | 0.28% | 1.81% | Q2 2017 | Q4 2021 | 12 |
Ironsides Asset Advisors, LLC | 11 | 11 | 0.54% | 1.11% | 1.78% | Q3 2015 | Q1 2018 | 11 |
MSI Financial Services Inc | 10 | 1 | 0.00% | 0.19% | 0.31% | Q2 2013 | Q4 2016 | 11 |
Richard C. Young & CO., LTD. | 11 | 11 | 0.52% | 0.83% | 1.75% | Q1 2015 | Q3 2017 | 11 |
Essex Financial Services, Inc. | 10 | 1 | 0.04% | 0.18% | 0.43% | Q1 2015 | Q1 2018 | 11 |
Southland Equity Partners LLC | 11 | 11 | 0.08% | 0.13% | 0.24% | Q4 2020 | Q2 2023 | 11 |
Retirement Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.07% | 0.11% | 0.17% | Q4 2020 | Q3 2023 | 11 |
Financial Sense Advisors, Inc. | 6 | 1 | 0.12% | 0.34% | 0.76% | Q2 2014 | Q1 2018 | 11 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 8 | 3 | 0.44% | 1.75% | 3.30% | Q2 2015 | Q2 2018 | 11 |
Fullerton Fund Management Co Ltd. | 6 | 5 | 0.65% | 2.00% | 6.68% | Q1 2015 | Q4 2017 | 11 |
Global Endowment Management, LP | 6 | 5 | 0.11% | 0.24% | 0.44% | Q1 2014 | Q3 2018 | 11 |
SII INVESTMENTS INC/WI | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q3 2017 | 11 |
D.A. DAVIDSON & CO. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2020 | 11 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 11 | 11 | 0.10% | 0.13% | 0.17% | Q1 2020 | Q3 2022 | 11 |
Horan Capital Advisors, LLC. | 11 | 11 | 0.15% | 6.23% | 10.62% | Q1 2015 | Q3 2017 | 11 |
Omnia Family Wealth, LLC | 11 | 11 | 0.12% | 0.13% | 0.15% | Q4 2016 | Q2 2019 | 11 |
Kovack Advisors, Inc. | 5 | 1 | 0.06% | 0.28% | 1.68% | Q4 2014 | Q4 2018 | 11 |
SeaCrest Wealth Management, LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 11 |
Integrated Wealth Concepts LLC | 9 | 2 | 0.01% | 0.14% | 0.30% | Q4 2017 | Q3 2023 | 11 |
Faithward Advisors, LLC | 11 | 11 | 0.04% | 0.08% | 0.14% | Q3 2019 | Q1 2022 | 11 |
Ascent Wealth Partners, LLC | 11 | 11 | 0.09% | 0.98% | 1.67% | Q1 2015 | Q3 2017 | 11 |
Pinnacle Summer Investments, Inc. | 8 | 2 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q4 2015 | 10 |
Partnervest Advisory Services LLC | 8 | 1 | 0.01% | 0.41% | 0.78% | Q2 2014 | Q3 2018 | 10 |
KLS Professional Advisors Group, LLC | 8 | 2 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q2 2019 | 10 |
Winfield Associates, Inc. | 10 | 10 | 0.29% | 0.83% | 1.53% | Q4 2013 | Q1 2016 | 10 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 10 | 0.11% | 0.28% | 0.52% | Q4 2019 | Q1 2022 | 10 |
Beacon Capital Management, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2016 | 10 |
Spire Wealth Management | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 10 |
Capital Planning Advisors, LLC | 10 | 10 | 0.21% | 1.17% | 3.10% | Q1 2015 | Q2 2017 | 10 |
Richard Bernstein Advisors LLC | 10 | 10 | 0.00% | 1.47% | 2.68% | Q1 2015 | Q2 2017 | 10 |
Simplicity Solutions, LLC | 9 | 1 | 0.01% | 0.14% | 0.20% | Q1 2018 | Q4 2020 | 10 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.08% | 0.47% | Q4 2015 | Q3 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
UNITED BANK | 10 | 10 | 1.06% | 6.85% | 12.70% | Q1 2015 | Q2 2017 | 10 |
SeaBridge Investment Advisors LLC | 10 | 10 | 0.01% | 0.72% | 2.01% | Q4 2013 | Q1 2016 | 10 |
Hilltop Holdings Inc. | 8 | 1 | 0.40% | 0.46% | 0.52% | Q1 2015 | Q4 2017 | 10 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 10 |
BANK OF HAWAII | 10 | 10 | 0.15% | 0.16% | 0.18% | Q1 2015 | Q2 2017 | 10 |
M. Kulyk & Associates, LLC | 10 | 10 | 0.13% | 0.17% | 0.21% | Q2 2021 | Q3 2023 | 10 |
SIMON QUICK ADVISORS, LLC | 5 | 2 | 0.00% | 0.08% | 0.36% | Q4 2016 | Q3 2021 | 10 |
Zurich Insurance Group Ltd/FI | 8 | 2 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q1 2020 | 10 |
Activest Wealth Management | 9 | 1 | 0.09% | 0.75% | 1.77% | Q1 2021 | Q3 2023 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 7 | 1 | 0.02% | 0.07% | 0.11% | Q3 2015 | Q3 2021 | 10 |
TRUST CO OF VERMONT | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2020 | 10 |
Global Financial Private Capital, Inc | 10 | 10 | 0.00% | 0.49% | 0.62% | Q1 2018 | Q2 2020 | 10 |
Wealthgate Family Office, LLC | 10 | 10 | 0.54% | 2.95% | 5.53% | Q4 2020 | Q1 2023 | 10 |
Alpha Cubed Investments, LLC | 10 | 10 | 0.10% | 0.24% | 0.99% | Q3 2014 | Q4 2016 | 10 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 5 | 0.03% | 0.07% | 0.15% | Q1 2015 | Q3 2017 | 10 |
UBS ASSET MANAGEMENT AMERICAS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
FULTON BANK, N.A. | 10 | 10 | 0.02% | 0.06% | 0.08% | Q3 2015 | Q4 2017 | 10 |
WFG Advisors, LP | 10 | 10 | 0.04% | 0.07% | 0.10% | Q1 2015 | Q2 2017 | 10 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.07% | 0.20% | Q1 2015 | Q3 2023 | 10 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 8 | 1 | 0.01% | 0.46% | 1.28% | Q1 2015 | Q4 2021 | 9 |
Perigon Wealth Management, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2020 | 9 |
BBR PARTNERS, LLC | 7 | 1 | 0.03% | 0.07% | 0.24% | Q2 2015 | Q1 2021 | 9 |
NORTHERN CAPITAL MANAGEMENT LLC | 9 | 9 | 0.23% | 1.01% | 1.91% | Q2 2014 | Q2 2016 | 9 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.09% | Q4 2015 | Q4 2017 | 9 |
Newport Wealth Strategies, Inc. | 9 | 9 | 0.36% | 0.55% | 0.88% | Q4 2017 | Q4 2019 | 9 |
Advocacy Wealth Management Services, LLC | 6 | 3 | 0.00% | 0.10% | 0.52% | Q4 2015 | Q1 2018 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2020 | 9 |
Phoenix Holdings Ltd. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 9 |
HIGH POINT BANK & TRUST CO | 9 | 9 | 0.01% | 1.59% | 2.52% | Q3 2014 | Q3 2016 | 9 |
Banco de Sabadell, S.A | 9 | 9 | 0.07% | 0.10% | 0.14% | Q4 2017 | Q4 2019 | 9 |
MUFG Americas Holdings Corp | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 9 |
MAKENA CAPITAL MANAGEMENT LLC | 9 | 9 | 0.11% | 0.15% | 0.24% | Q2 2015 | Q2 2017 | 9 |
CORRADO ADVISORS, LLC | 9 | 9 | 0.20% | 0.38% | 0.60% | Q4 2016 | Q4 2018 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.05% | 0.18% | 0.62% | Q3 2019 | Q3 2021 | 9 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 8 | 1 | 0.02% | 1.89% | 3.01% | Q2 2015 | Q4 2017 | 9 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.01% | 0.89% | 1.78% | Q3 2013 | Q3 2015 | 9 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 9 | 9 | 0.02% | 0.06% | 0.10% | Q4 2016 | Q4 2018 | 9 |
Grove Bank & Trust | 9 | 9 | 0.06% | 1.60% | 4.00% | Q4 2015 | Q4 2017 | 9 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 9 | 0.02% | 0.15% | 0.22% | Q2 2014 | Q2 2016 | 9 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 1 | 0.06% | 0.76% | 3.09% | Q4 2014 | Q2 2021 | 9 |
PITCAIRN CO | 9 | 9 | 0.07% | 0.13% | 0.16% | Q4 2017 | Q4 2019 | 9 |
MOODY LYNN & LIEBERSON, LLC | 7 | 2 | 0.03% | 0.39% | 1.51% | Q1 2015 | Q3 2018 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q3 2016 | 9 |
GUGGENHEIM CAPITAL LLC | 9 | 9 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q1 2017 | 9 |
E&G Advisors, LP | 9 | 9 | 0.32% | 1.59% | 2.92% | Q4 2013 | Q4 2015 | 9 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.07% | 0.18% | Q1 2016 | Q4 2021 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.36% | 0.49% | 0.65% | Q3 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Clearstead Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 9 |
MATHER GROUP, LLC. | 7 | 1 | 0.01% | 5.11% | 9.48% | Q3 2014 | Q4 2019 | 8 |
Endurance Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
ROPES WEALTH ADVISORS LLC | 8 | 8 | 0.07% | 0.11% | 0.13% | Q2 2015 | Q1 2017 | 8 |
Evercore Wealth Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2018 | 8 |
Pointe Capital Management LLC | 8 | 8 | 0.13% | 0.35% | 1.44% | Q1 2015 | Q4 2016 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Circle Wealth Management, LLC | 8 | 8 | 0.12% | 0.47% | 1.10% | Q4 2016 | Q3 2018 | 8 |
J.Safra Asset Management Corp | 4 | 1 | 0.33% | 2.38% | 4.42% | Q2 2016 | Q3 2021 | 8 |
Community Bank, N.A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
BANCORPSOUTH INC | 8 | 8 | 0.07% | 0.08% | 0.08% | Q4 2015 | Q3 2017 | 8 |
Evolution Wealth Advisors, LLC | 5 | 1 | 0.01% | 0.45% | 3.40% | Q4 2018 | Q3 2021 | 8 |
FOSTER DYKEMA CABOT & CO INC/MA | 7 | 1 | 0.04% | 0.09% | 0.11% | Q4 2014 | Q1 2017 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Barnett & Company, Inc. | 8 | 8 | 0.03% | 0.23% | 0.41% | Q3 2015 | Q2 2017 | 8 |
CENTAURUS FINANCIAL, INC. | 4 | 4 | 0.03% | 0.09% | 0.23% | Q4 2017 | Q4 2019 | 8 |
Price Wealth, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 8 |
9258 Wealth Management, LLC | 8 | 8 | 0.08% | 0.14% | 0.20% | Q4 2018 | Q3 2020 | 8 |
New Legacy Group, LLC | 8 | 8 | 0.31% | 2.76% | 4.68% | Q4 2021 | Q3 2023 | 8 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.03% | 0.13% | 0.27% | Q1 2015 | Q1 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GREENWOOD CAPITAL ASSOCIATES LLC | 5 | 3 | 0.25% | 1.17% | 2.20% | Q1 2014 | Q1 2016 | 8 |
PacWest Financial Management Inc | 8 | 8 | 2.53% | 2.94% | 4.32% | Q1 2015 | Q4 2016 | 8 |
STEEL GROVE CAPITAL ADVISORS, LLC | 7 | 1 | 0.04% | 2.50% | 7.49% | Q1 2015 | Q1 2017 | 8 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q1 2022 | 8 |
Astor Investment Management LLC | 8 | 8 | 2.40% | 2.56% | 2.78% | Q1 2018 | Q4 2019 | 8 |
Premia Global Advisors, LLC | 8 | 8 | 0.52% | 1.91% | 4.53% | Q4 2017 | Q3 2019 | 8 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 8 | 8 | 4.90% | 11.01% | 24.52% | Q2 2015 | Q1 2017 | 8 |
DHK Financial Advisors, Inc. | 8 | 8 | 0.58% | 0.78% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Corient Capital Partners, LLC | 5 | 3 | 0.04% | 0.08% | 0.11% | Q3 2016 | Q3 2018 | 8 |
BAHL & GAYNOR INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.22% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
CHOREO, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2015 | Q3 2017 | 8 |
NewSquare Capital LLC | 6 | 2 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q4 2017 | 8 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2020 | 8 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 8 | 8 | 4.88% | 5.64% | 6.28% | Q4 2016 | Q3 2018 | 8 |
Lenox Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2020 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q1 2015 | 8 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.10% | 0.25% | Q4 2014 | Q3 2017 | 8 |
BlackRock Investment Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 8 |
Edge Capital Group, LLC | 7 | 7 | 0.31% | 0.45% | 0.72% | Q4 2018 | Q2 2020 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.44% | 0.56% | 0.69% | Q4 2016 | Q2 2018 | 7 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7 | 7 | 0.02% | 1.95% | 4.31% | Q2 2015 | Q4 2016 | 7 |
PRIO WEALTH LIMITED PARTNERSHIP | 6 | 1 | 0.01% | 0.04% | 0.06% | Q4 2014 | Q4 2019 | 7 |
Robertson Stephens Wealth Management, LLC | 6 | 1 | 0.02% | 0.23% | 1.17% | Q3 2020 | Q3 2023 | 7 |
Venturi Wealth Management, LLC | 7 | 7 | 0.05% | 0.46% | 1.80% | Q4 2015 | Q2 2017 | 7 |
Delek Group, Ltd. | 7 | 7 | 0.01% | 0.06% | 0.09% | Q4 2017 | Q2 2019 | 7 |
Arete Wealth Advisors, LLC | 5 | 2 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Barrington Strategic Wealth Management Group LLC | 6 | 1 | 0.36% | 2.61% | 3.40% | Q4 2014 | Q3 2017 | 7 |
Integrated Wealth Management | 7 | 7 | 0.04% | 0.07% | 0.08% | Q1 2015 | Q3 2016 | 7 |
THOMPSON DAVIS & CO., INC. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
First Personal Financial Services | 7 | 7 | 0.05% | 0.06% | 0.11% | Q2 2016 | Q4 2017 | 7 |
Berman Capital Advisors, LLC | 7 | 7 | 0.01% | 0.43% | 2.20% | Q4 2017 | Q2 2019 | 7 |
Compagnie Lombard Odier SCmA | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2017 | 7 |
Beaumont Financial Partners, LLC | 3 | 1 | 0.03% | 0.65% | 2.06% | Q2 2015 | Q3 2018 | 7 |
Cornerstone Advisory, LLC | 6 | 1 | 0.01% | 0.12% | 0.18% | Q3 2016 | Q4 2021 | 7 |
Joel Isaacson & Co., LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q3 2016 | 7 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2023 | 7 |
Ironwood Financial, llc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Neuberger Berman Group LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2016 | 7 |
Bay Harbor Wealth Management, LLC | 7 | 7 | 0.00% | 0.18% | 0.26% | Q4 2018 | Q2 2020 | 7 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2018 | 7 |
Brightworth | 7 | 7 | 0.06% | 0.25% | 0.56% | Q4 2016 | Q2 2018 | 7 |
LVM CAPITAL MANAGEMENT LTD/MI | 7 | 7 | 0.09% | 2.14% | 3.26% | Q3 2014 | Q1 2016 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2018 | 7 |
CRA Financial Services, LLC | 7 | 7 | 0.11% | 0.19% | 0.27% | Q4 2018 | Q2 2020 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.05% | 0.08% | 0.14% | Q1 2015 | Q3 2016 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.16% | 1.19% | 2.62% | Q4 2019 | Q2 2021 | 7 |
FIRST NATIONAL TRUST CO | 7 | 7 | 0.05% | 0.09% | 0.15% | Q3 2015 | Q1 2017 | 7 |
Arkadios Wealth Advisors | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 7 |
Sunbelt Securities, Inc. | 3 | 2 | 0.00% | 0.10% | 0.22% | Q3 2017 | Q3 2023 | 7 |
Ancora Advisors LLC | 6 | 1 | 0.00% | 0.06% | 0.11% | Q1 2015 | Q4 2016 | 7 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.66% | 1.44% | 2.01% | Q4 2013 | Q1 2016 | 7 |
LBA Wealth Management, LLC | 7 | 7 | 0.08% | 2.54% | 4.48% | Q3 2015 | Q1 2017 | 7 |
Argentus Capital Management, LLC | 7 | 7 | 0.02% | 0.30% | 0.90% | Q1 2015 | Q3 2016 | 7 |
Rothschild Capital Partners, LLC | 3 | 2 | 1.74% | 3.14% | 4.57% | Q1 2015 | Q3 2020 | 7 |
Delos Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 7 |
ADELL HARRIMAN & CARPENTER INC | 7 | 7 | 0.06% | 0.13% | 0.21% | Q1 2015 | Q3 2016 | 7 |
Haverford Trust Co | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q3 2016 | 7 |
Blue Edge Capital, LLC | 7 | 7 | 2.24% | 4.06% | 6.06% | Q4 2013 | Q2 2015 | 7 |
YorkBridge Wealth Partners, LLC | 7 | 7 | 0.02% | 0.08% | 0.14% | Q4 2016 | Q2 2018 | 7 |
Highmount Capital, LLC | 7 | 7 | 3.77% | 4.17% | 4.41% | Q3 2013 | Q1 2015 | 7 |
Stadion Money Management, LLC | 7 | 7 | 0.04% | 0.39% | 0.95% | Q2 2014 | Q4 2015 | 7 |
United Asset Strategies, Inc. | 5 | 2 | 0.30% | 0.63% | 1.20% | Q1 2015 | Q4 2019 | 7 |
Canal Capital Management, LLC | 7 | 7 | 0.36% | 0.52% | 0.65% | Q1 2016 | Q3 2017 | 7 |
Bartlett & Co. LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 7 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.06% | 0.10% | 0.16% | Q4 2015 | Q4 2019 | 6 |
Almanack Investment Partners, LLC. | 6 | 6 | 3.32% | 6.82% | 11.66% | Q4 2016 | Q1 2018 | 6 |
WHALEROCK POINT PARTNERS, LLC | 5 | 1 | 0.09% | 0.25% | 0.46% | Q1 2015 | Q3 2016 | 6 |
Strategic Investment Advisors / MI | 6 | 6 | 0.38% | 0.47% | 0.52% | Q4 2018 | Q1 2020 | 6 |
Garde Capital, Inc. | 6 | 6 | 0.06% | 0.08% | 0.08% | Q2 2015 | Q3 2016 | 6 |
PROVENCE WEALTH MANAGEMENT GROUP | 5 | 1 | 0.08% | 0.27% | 0.36% | Q4 2021 | Q3 2023 | 6 |
Bellecapital International Ltd. | 2 | 1 | 0.20% | 0.28% | 0.48% | Q1 2014 | Q2 2017 | 6 |
Manifold Partners, LLC | 6 | 6 | 1.22% | 4.09% | 5.85% | Q3 2014 | Q4 2015 | 6 |
ARS Investment Partners, LLC | 6 | 6 | 0.20% | 0.21% | 0.25% | Q4 2016 | Q1 2018 | 6 |
NWAM LLC | 6 | 6 | 0.11% | 0.16% | 0.27% | Q3 2020 | Q4 2021 | 6 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 6 | 6 | 0.09% | 0.15% | 0.20% | Q4 2015 | Q1 2017 | 6 |
COWEN INC. | 4 | 2 | 0.78% | 1.52% | 2.89% | Q2 2015 | Q4 2016 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Equitable Holdings, Inc. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.00% | 0.11% | 0.39% | Q1 2014 | Q2 2015 | 6 |
Next Level Private LLC | 2 | 2 | 0.19% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2014 | 6 |
WASHINGTON TRUST BANK | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2017 | 6 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q4 2021 | 6 |
Cable Hill Partners, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2017 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.04% | 0.17% | Q3 2013 | Q4 2014 | 6 |
CONNABLE OFFICE INC | 6 | 6 | 4.40% | 5.36% | 6.42% | Q2 2014 | Q3 2015 | 6 |
Spruce Investment Advisors LLC | 6 | 6 | 0.28% | 1.40% | 3.94% | Q1 2015 | Q2 2016 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2016 | 6 |
Cresset Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q1 2020 | 6 |
IBERIABANK CORP | 6 | 6 | 0.06% | 0.08% | 0.16% | Q4 2016 | Q1 2018 | 6 |
Outlook Wealth Advisors, LLC | 6 | 6 | 0.50% | 0.65% | 0.72% | Q4 2018 | Q1 2020 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 6 |
PAYDEN & RYGEL | 2 | 2 | 0.01% | 0.26% | 0.42% | Q4 2013 | Q4 2015 | 6 |
Mengis Capital Management, Inc. | 6 | 6 | 0.22% | 0.27% | 0.31% | Q1 2015 | Q2 2016 | 6 |
NATIXIS | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Kingfisher Capital LLC | 6 | 6 | 1.08% | 1.82% | 2.50% | Q4 2014 | Q1 2016 | 6 |
Seelaus Asset Management LLC | 6 | 6 | 0.24% | 0.25% | 0.25% | Q4 2017 | Q1 2019 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
SVB WEALTH LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 6 |
Insight Wealth Strategies, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2021 | 6 |
JNBA Financial Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2020 | 6 |
Overbrook Management Corp | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2015 | Q3 2016 | 6 |
DELTEC ASSET MANAGEMENT LLC | 6 | 6 | 0.58% | 0.86% | 1.24% | Q4 2016 | Q1 2018 | 6 |
ASPIRIANT, LLC | 3 | 1 | 0.03% | 0.28% | 1.20% | Q1 2014 | Q2 2017 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.22% | 0.27% | 0.35% | Q2 2022 | Q3 2023 | 6 |
Wealthspire Advisors, L.P. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 6 |
Institute for Wealth Management, LLC. | 5 | 1 | 0.03% | 3.45% | 5.36% | Q4 2014 | Q4 2019 | 6 |
Madden Advisory Services, Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q1 2017 | 6 |
BOKF, NA | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2017 | 6 |
Aspire Private Capital, LLC | 6 | 6 | 0.30% | 0.32% | 0.35% | Q4 2018 | Q1 2020 | 6 |
1834 INVESTMENT ADVISORS CO | 6 | 6 | 0.13% | 0.49% | 0.92% | Q2 2014 | Q3 2015 | 6 |
Sierra Capital LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
TPG Financial Advisors, LLC | 6 | 6 | 2.76% | 3.12% | 3.45% | Q4 2018 | Q1 2020 | 6 |
WEST PACES ADVISORS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Calvert Investment Management, Inc. | 5 | 5 | 0.09% | 0.11% | 0.13% | Q2 2015 | Q2 2016 | 5 |
SPINNAKER TRUST | 5 | 5 | 0.05% | 2.71% | 3.93% | Q3 2014 | Q3 2015 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Select Asset Management & Trust | 5 | 5 | 0.82% | 2.90% | 5.18% | Q2 2014 | Q2 2015 | 5 |
CSM Advisors, LLC | 5 | 5 | 0.12% | 0.13% | 0.13% | Q3 2022 | Q3 2023 | 5 |
DG CAPITAL MANAGEMENT INC | 3 | 2 | 0.18% | 0.30% | 0.38% | Q2 2015 | Q3 2016 | 5 |
GOFEN & GLOSSBERG LLC /IL/ | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2021 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Founders Financial Alliance, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 5 |
MILLIE CAPITAL MANAGEMENT, LLC | 5 | 5 | 2.35% | 3.24% | 4.67% | Q1 2015 | Q1 2016 | 5 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 5 |
NovaPoint Capital, LLC | 5 | 5 | 0.14% | 0.18% | 0.23% | Q4 2019 | Q4 2020 | 5 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.09% | 0.17% | Q4 2014 | Q1 2016 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 5 | 5 | 0.06% | 0.24% | 0.39% | Q4 2014 | Q4 2015 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
MID CONTINENT CAPITAL LLC/IL | 3 | 2 | 0.32% | 0.55% | 0.78% | Q2 2014 | Q3 2015 | 5 |
CREDIT AGRICOLE S A | 4 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q4 2019 | 5 |
Tillar-Wenstrup Advisors, LLC | 5 | 5 | 1.57% | 2.46% | 3.32% | Q1 2015 | Q1 2016 | 5 |
FNY Managed Accounts LLC | 2 | 1 | 0.00% | 0.06% | 0.16% | Q2 2015 | Q1 2017 | 5 |
NEW YORK STATE COMMON RETIREMENT FUND | 5 | 5 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q4 2015 | 5 |
QUANTRES ASSET MANAGEMENT Ltd | 3 | 2 | 0.36% | 0.67% | 1.34% | Q1 2015 | Q2 2017 | 5 |
ALLIANCEBERNSTEIN L.P. | 4 | 1 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q4 2017 | 5 |
MURPHY CAPITAL MANAGEMENT INC | 4 | 1 | 0.03% | 1.06% | 1.48% | Q1 2015 | Q4 2019 | 5 |
Private Wealth Advisors, LLC | 5 | 5 | 0.20% | 0.41% | 0.50% | Q4 2018 | Q4 2019 | 5 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 5 | 5 | 0.01% | 0.03% | 0.10% | Q3 2015 | Q3 2016 | 5 |
State of New Jersey Common Pension Fund D | 5 | 5 | 0.39% | 0.65% | 0.88% | Q2 2015 | Q2 2016 | 5 |
ALBION FINANCIAL GROUP /UT | 5 | 5 | 0.23% | 0.31% | 0.42% | Q1 2015 | Q1 2016 | 5 |
ASPIRIANT HOLDINGS S3, LLC | 5 | 5 | 0.36% | 1.83% | 2.80% | Q4 2014 | Q4 2015 | 5 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 5 |
One Capital Management, LLC | 5 | 5 | 0.06% | 0.40% | 0.54% | Q1 2015 | Q1 2016 | 5 |
Edgemoor Investment Advisors, Inc. | 5 | 5 | 0.48% | 0.66% | 0.90% | Q2 2015 | Q2 2016 | 5 |
BEACON TRUST CO | 5 | 5 | 0.38% | 0.44% | 0.48% | Q1 2015 | Q1 2016 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q1 2021 | 5 |
PRINCETON CAPITAL MANAGEMENT LLC | 3 | 2 | 0.05% | 0.12% | 0.22% | Q1 2015 | Q3 2018 | 5 |
EMERSON INVESTMENT MANAGEMENT, LLC | 5 | 5 | 3.72% | 4.07% | 4.62% | Q1 2015 | Q1 2016 | 5 |
Banque Cantonale Vaudoise | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Mascoma Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2017 | 5 |
UNITED BANK, INC. | 5 | 5 | 0.10% | 0.32% | 0.57% | Q1 2015 | Q1 2016 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.05% | 0.14% | Q1 2015 | Q1 2023 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.17% | 0.32% | 0.53% | Q1 2015 | Q3 2019 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 5 |
B. Riley Wealth Management, Inc. | 5 | 5 | 0.08% | 0.11% | 0.14% | Q2 2014 | Q2 2015 | 5 |
Nan Shan Life Insurance Co., Ltd. | 3 | 2 | 0.03% | 0.50% | 1.73% | Q1 2015 | Q3 2016 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.06% | 0.26% | Q4 2019 | Q2 2022 | 5 |
Barrett Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Turim 21 Investimentos Ltda. | 5 | 5 | 0.00% | 0.11% | 0.21% | Q3 2017 | Q3 2018 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Cornerstone Financial Partners, LLC | 3 | 2 | 0.23% | 3.20% | 7.98% | Q4 2015 | Q4 2017 | 5 |
MV CAPITAL MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 4 |
Roble, Belko & Company, Inc | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 4 |
LVW Advisors, LLC | 4 | 4 | 0.55% | 0.63% | 0.68% | Q1 2015 | Q4 2015 | 4 |
CADENCE BANK NA | 4 | 4 | 0.14% | 0.16% | 0.17% | Q1 2015 | Q4 2015 | 4 |
Weiss Multi-Strategy Advisers LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q4 2014 | Q4 2015 | 4 |
Cadence Bank | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q3 2018 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 4 |
XPONANCE, INC. | 2 | 2 | 1.92% | 11.32% | 18.53% | Q4 2014 | Q4 2015 | 4 |
Belmont Global Advisors, Inc. | 4 | 4 | 2.72% | 3.68% | 5.57% | Q1 2015 | Q4 2015 | 4 |
Sarasin & Partners LLP | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q4 2015 | 4 |
Rice Partnership, LLC | 4 | 4 | 2.53% | 2.61% | 2.68% | Q4 2017 | Q3 2018 | 4 |
Montecito Bank & Trust | 1 | 1 | 0.03% | 0.42% | 0.81% | Q1 2016 | Q4 2017 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q2 2018 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q2 2023 | 4 |
BRINKER CAPITAL INC | 4 | 4 | 0.28% | 2.04% | 4.43% | Q3 2015 | Q2 2016 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q4 2015 | 4 |
TORONTO DOMINION BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
55I, LLC | 3 | 1 | 0.01% | 0.11% | 0.43% | Q3 2020 | Q3 2022 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.06% | 0.09% | 0.13% | Q4 2017 | Q3 2018 | 4 |
Placemark Investments, Inc. | 3 | 1 | 0.02% | 0.10% | 0.22% | Q2 2013 | Q4 2014 | 4 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 4 | 4 | 2.23% | 2.41% | 2.63% | Q4 2022 | Q3 2023 | 4 |
COMERICA BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 4 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q4 2016 | 4 |
Hoxton Financial, Inc. | 4 | 4 | 3.69% | 4.07% | 4.29% | Q2 2015 | Q1 2016 | 4 |
Ford Financial Group, LLC | 2 | 1 | 0.00% | 0.08% | 0.16% | Q4 2017 | Q4 2021 | 4 |
BFSG, LLC | 4 | 4 | 2.30% | 2.51% | 2.63% | Q1 2017 | Q4 2017 | 4 |
JCIC Asset Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2015 | 4 |
BOSTON ADVISORS LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2015 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Klingman & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Hudson Bay Capital Management LP | 2 | 2 | 0.06% | 0.15% | 0.30% | Q3 2015 | Q4 2017 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Armor Investment Advisors, LLC | 4 | 4 | 0.12% | 0.21% | 0.25% | Q4 2016 | Q3 2017 | 4 |
Harborview Advisors, LLC | 4 | 4 | 0.22% | 0.30% | 0.37% | Q4 2017 | Q3 2018 | 4 |
Linscomb & Williams, Inc. | 4 | 4 | 3.37% | 3.61% | 3.73% | Q1 2015 | Q4 2015 | 4 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 4 |
RFG Advisory, LLC | 2 | 2 | 0.11% | 0.72% | 1.46% | Q1 2015 | Q1 2016 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q1 2018 | 4 |
ROCKEFELLER FINANCIAL SERVICES INC | 4 | 4 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q2 2016 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.17% | 0.90% | 1.62% | Q1 2015 | Q4 2015 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q3 2018 | 4 |
Waverly Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q3 2015 | 4 |
Orgel Wealth Management, LLC | 4 | 4 | 0.23% | 12.45% | 22.64% | Q4 2015 | Q3 2016 | 4 |
Taylor Wealth Management Partners | 4 | 4 | 3.94% | 4.59% | 5.64% | Q1 2015 | Q4 2015 | 4 |
RAMSEY ASSET MANAGEMENT | 4 | 4 | 6.22% | 11.09% | 13.80% | Q4 2015 | Q3 2016 | 4 |
Concert Wealth Management Inc. | 2 | 2 | 0.12% | 0.19% | 0.26% | Q1 2015 | Q1 2016 | 4 |
Mariner Wealth Advisors-Cincinnati, LLC | 4 | 4 | 0.02% | 1.02% | 3.96% | Q4 2015 | Q3 2016 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.08% | 0.11% | Q4 2014 | Q3 2015 | 4 |
MORGENS WATERFALL VINTIADIS & CO INC | 2 | 1 | 0.25% | 0.56% | 0.71% | Q1 2015 | Q4 2017 | 4 |
SFMG, LLC | 4 | 4 | 4.55% | 4.71% | 5.02% | Q3 2017 | Q2 2018 | 4 |
Palo Capital, Inc. | 2 | 2 | 0.09% | 0.65% | 1.95% | Q4 2014 | Q2 2018 | 4 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.11% | 0.15% | Q2 2015 | Q1 2017 | 4 |
RiverGlades Family Offices LLC | 4 | 4 | 0.26% | 0.27% | 0.29% | Q4 2017 | Q3 2018 | 4 |
Stelac Advisory Services LLC | 3 | 1 | 0.03% | 0.08% | 0.22% | Q4 2016 | Q2 2018 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
SIMMONS FIRST TRUST CO NA | 3 | 1 | 0.12% | 0.20% | 0.41% | Q4 2014 | Q4 2015 | 4 |
Winch Advisory Services, LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q4 2015 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.07% | 0.09% | 0.12% | Q1 2017 | Q4 2017 | 4 |
Regent Investment Management LLC | 2 | 1 | 0.20% | 0.27% | 0.33% | Q1 2017 | Q2 2019 | 4 |
Sharper & Granite LLC | 4 | 4 | 1.92% | 2.04% | 2.16% | Q4 2022 | Q3 2023 | 4 |
Quintium Advisors, LLC | 4 | 4 | 1.08% | 1.38% | 1.64% | Q1 2015 | Q4 2015 | 4 |
Veritable, L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Trexquant Investment LP | 4 | 4 | 0.02% | 0.09% | 0.15% | Q4 2019 | Q3 2020 | 4 |
COBIZ WEALTH, LLC | 4 | 4 | 0.40% | 0.53% | 0.68% | Q1 2015 | Q4 2015 | 4 |
Gemmer Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
STRINGER ASSET MANAGEMENT, LLC | 3 | 3 | 5.53% | 7.20% | 10.47% | Q3 2014 | Q1 2015 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2015 | Q3 2015 | 3 |
JS Capital Management LLC | 3 | 3 | 0.18% | 0.55% | 0.84% | Q1 2015 | Q3 2015 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
FIRST FOUNDATION ADVISORS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
LOEB PARTNERS CORP | 3 | 3 | 0.27% | 0.29% | 0.30% | Q1 2015 | Q3 2015 | 3 |
JABODON PT CO | 3 | 3 | 10.99% | 17.57% | 26.77% | Q4 2017 | Q2 2018 | 3 |
Kavar Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 2 | 1 | 1.66% | 3.42% | 4.72% | Q1 2015 | Q4 2015 | 3 |
Voya Financial Advisors, Inc. | 3 | 3 | 0.11% | 0.36% | 0.82% | Q1 2015 | Q3 2015 | 3 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2015 | 3 |
Portfolio Strategies, Inc. | 2 | 1 | 0.01% | 0.88% | 2.61% | Q4 2017 | Q1 2023 | 3 |
London & Capital Asset Management Ltd | 3 | 3 | 0.04% | 0.04% | 0.06% | Q4 2018 | Q2 2019 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.09% | 0.13% | 0.16% | Q2 2013 | Q4 2016 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Horizon Investments, LLC | 2 | 1 | 0.27% | 3.40% | 5.11% | Q4 2014 | Q3 2015 | 3 |
INVESTMENT HOUSE LLC | 2 | 1 | 0.05% | 0.07% | 0.09% | Q4 2014 | Q3 2015 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.08% | 0.25% | Q4 2018 | Q2 2019 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.30% | 0.46% | Q3 2016 | Q2 2023 | 3 |
Rex Capital Advisors, LLC | 2 | 1 | 0.52% | 1.52% | 3.51% | Q1 2015 | Q2 2016 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 3 |
Beacon Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
PagnatoKarp Partners LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q4 2019 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.10% | 0.15% | Q4 2017 | Q4 2018 | 3 |
OLD SECOND NATIONAL BANK OF AURORA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
ARROW FINANCIAL CORP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2015 | 3 |
TURNER INVESTMENTS LLC | 3 | 3 | 0.09% | 0.14% | 0.22% | Q1 2015 | Q3 2015 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 3 |
Stillwater Capital Advisors, LLC | 3 | 3 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q2 2016 | 3 |
Stockman Wealth Management, Inc. | 3 | 3 | 0.14% | 0.20% | 0.31% | Q3 2016 | Q1 2017 | 3 |
SHAKER INVESTMENTS LLC/OH | 3 | 3 | 0.21% | 0.22% | 0.22% | Q1 2015 | Q3 2015 | 3 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Simmons Bank | 3 | 3 | 0.11% | 0.17% | 0.31% | Q2 2017 | Q4 2017 | 3 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.16% | 0.33% | Q4 2017 | Q3 2021 | 3 |
Fiduciary Alliance LLC | 3 | 3 | 0.32% | 0.34% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Constellation Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.13% | 0.20% | Q1 2015 | Q3 2015 | 3 |
Convergent Wealth Advisors | 3 | 3 | 0.06% | 0.21% | 0.30% | Q1 2015 | Q3 2015 | 3 |
SevenBridge Financial Group, LLC | 3 | 3 | 0.01% | 0.06% | 0.16% | Q2 2016 | Q4 2016 | 3 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 3 | 3 | 2.52% | 4.28% | 5.32% | Q2 2016 | Q4 2016 | 3 |
Hall Kathryn A. | 3 | 3 | 2.53% | 2.64% | 2.71% | Q1 2023 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q2 2018 | 3 |
Accuvest Global Advisors | 3 | 3 | 3.23% | 3.84% | 4.84% | Q4 2014 | Q2 2015 | 3 |
Stanford Investment Group, Inc. | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2016 | Q4 2016 | 3 |
Friedenthal Financial | 2 | 1 | 3.86% | 4.55% | 5.71% | Q1 2015 | Q2 2017 | 3 |
Pinnacle Wealth Management Advisory Group, LLC | 2 | 1 | 0.22% | 0.25% | 0.27% | Q4 2014 | Q4 2015 | 3 |
EAGLE GLOBAL ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Waldron Private Wealth LLC | 3 | 3 | 0.12% | 0.19% | 0.22% | Q3 2015 | Q1 2016 | 3 |
Mandatum Life Insurance Co Ltd | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q2 2016 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jump Trading, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.05% | 0.08% | 0.14% | Q4 2019 | Q2 2020 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.04% | 0.09% | 0.15% | Q3 2019 | Q1 2020 | 3 |
SouthState Corp | 3 | 3 | 0.15% | 0.34% | 0.49% | Q1 2015 | Q3 2015 | 3 |
NWI MANAGEMENT LP | 3 | 3 | 2.64% | 5.42% | 8.44% | Q2 2015 | Q4 2015 | 3 |
VSR Financial Services, Inc. | 2 | 1 | 0.10% | 0.31% | 0.60% | Q3 2013 | Q1 2015 | 3 |
Simply Money Advisors | 3 | 3 | 2.72% | 2.89% | 3.03% | Q1 2015 | Q3 2015 | 3 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.05% | 0.08% | 0.12% | Q4 2017 | Q3 2018 | 3 |
BESSEMER SECURITIES LLC | 3 | 3 | 7.87% | 11.14% | 12.90% | Q1 2015 | Q3 2015 | 3 |
EMFO, LLC | 3 | 3 | 0.22% | 0.23% | 0.23% | Q1 2023 | Q3 2023 | 3 |
CPWM, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q1 2016 | 3 |
Argent Trust Co | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2015 | Q3 2015 | 3 |
Essex Savings Bank | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
MONTAG A & ASSOCIATES INC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q4 2014 | Q2 2015 | 3 |
Strategic Capital Alternatives LLC | 3 | 3 | 0.00% | 0.46% | 0.69% | Q1 2015 | Q3 2015 | 3 |
CITY NATIONAL BANK | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2015 | Q3 2015 | 3 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.24% | 0.70% | Q1 2018 | Q4 2021 | 3 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 3 | 3 | 0.12% | 0.12% | 0.13% | Q2 2017 | Q4 2017 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 3 |
GLG Partners LP | 1 | 1 | 0.27% | 0.52% | 0.98% | Q2 2015 | Q2 2016 | 3 |
HORIZON FINANCIAL SERVICES, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
HBK Sorce Advisory LLC | 2 | 1 | 0.06% | 0.10% | 0.14% | Q1 2015 | Q1 2016 | 3 |
Karp Capital Management Corp | 3 | 3 | 1.12% | 1.54% | 2.33% | Q1 2022 | Q3 2022 | 3 |
New England Investment & Retirement Group, Inc. | 3 | 3 | 4.20% | 5.55% | 6.40% | Q1 2015 | Q3 2015 | 3 |
WEXFORD CAPITAL LP | 3 | 3 | 0.09% | 0.11% | 0.14% | Q4 2016 | Q2 2017 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.05% | 0.07% | 0.11% | Q1 2015 | Q3 2015 | 3 |
New Vernon Capital Holdings II LLC | 3 | 3 | 0.55% | 0.90% | 1.42% | Q4 2016 | Q2 2017 | 3 |
Certified Advisory Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.11% | 0.16% | Q2 2015 | Q4 2015 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
CLEARARC CAPITAL INC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2015 | Q2 2015 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 2 | 0.25% | 0.36% | 0.47% | Q1 2015 | Q2 2015 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
NEWLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.87% | 1.95% | 2.04% | Q1 2015 | Q2 2015 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.28% | 0.40% | 0.52% | Q4 2019 | Q1 2020 | 2 |
Spectrum Management Group, LLC | 2 | 2 | 5.20% | 5.31% | 5.42% | Q1 2015 | Q2 2015 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 2 |
3EDGE Asset Management, LP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.29% | 0.34% | 0.40% | Q2 2018 | Q3 2018 | 2 |
Telemetry Investments, L.L.C. | 2 | 2 | 1.52% | 1.72% | 1.92% | Q3 2015 | Q4 2015 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2015 | Q4 2015 | 2 |
NewFocus Financial Group, LLC | 2 | 2 | 6.85% | 6.90% | 6.95% | Q1 2015 | Q2 2015 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Bell Bank | 2 | 2 | 1.79% | 1.87% | 1.95% | Q2 2015 | Q3 2015 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 2 |
Financial Services Advisory Inc | 2 | 2 | 1.08% | 1.08% | 1.09% | Q3 2021 | Q4 2021 | 2 |
CAHILL FINANCIAL ADVISORS INC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q1 2015 | Q2 2015 | 2 |
TD ASSET MANAGEMENT INC | 2 | 2 | 0.04% | 0.08% | 0.11% | Q4 2015 | Q1 2016 | 2 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Arlington Partners LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q2 2018 | 2 |
Detwiler Fenton Investment Management LLC | 2 | 2 | 0.63% | 1.38% | 2.14% | Q1 2015 | Q2 2015 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 2 |
Sunesis Advisors, LLC | 1 | 1 | 0.92% | 0.95% | 0.97% | Q1 2023 | Q3 2023 | 2 |
KANALY TRUST CO | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2015 | Q3 2015 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
F3Logic, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q1 2019 | 2 |
INGALLS & SNYDER LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
ALESCO ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2019 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.99% | 1.08% | 1.17% | Q4 2019 | Q1 2020 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Fore Research & Management, LP | 1 | 1 | 0.01% | 0.11% | 0.20% | Q4 2014 | Q2 2015 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.07% | 1.10% | 2.14% | Q4 2016 | Q4 2020 | 2 |
Summit Financial Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q2 2015 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 1.71% | 2.56% | 3.40% | Q4 2014 | Q1 2015 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Intersect Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NVWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q4 2015 | 2 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Glovista Investments LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2015 | Q4 2015 | 2 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 1.65% | 8.24% | 14.84% | Q3 2016 | Q3 2017 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Capital Advantage, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q2 2018 | 2 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Sage Advisory Services, Ltd.Co. | 2 | 2 | 6.80% | 6.88% | 6.96% | Q2 2015 | Q3 2015 | 2 |
Gruss & Co., LLC | 2 | 2 | 3.53% | 5.53% | 7.52% | Q1 2015 | Q2 2015 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q2 2015 | 2 |
EVOKE WEALTH, LLC | 1 | 1 | 0.14% | 0.14% | 0.15% | Q3 2019 | Q1 2020 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
AEGON USA Investment Management, LLC | 2 | 2 | 0.23% | 0.33% | 0.44% | Q1 2015 | Q2 2015 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Drexel Morgan & Co. | 2 | 2 | 0.24% | 0.24% | 0.24% | Q1 2015 | Q2 2015 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q4 2017 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Alerus Investment Advisors Corp | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q4 2015 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2019 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q4 2017 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Krilogy Financial LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
HM PAYSON & CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Virtu Financial LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q2 2018 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.35% | 0.61% | 0.88% | Q2 2015 | Q2 2015 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q1 2019 | 2 |
GFG Capital, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Clean Yield Group | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2019 | 2 |
Guild Investment Management, Inc. | 1 | 1 | 13.42% | 15.30% | 17.19% | Q1 2015 | Q2 2017 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.07% | 0.12% | Q4 2018 | Q1 2020 | 2 |
Ameraudi Asset Management, Inc. | 2 | 2 | 1.46% | 1.80% | 2.15% | Q4 2019 | Q1 2020 | 2 |
VOYA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
BAR HARBOR TRUST SERVICES | 2 | 2 | 0.27% | 0.51% | 0.75% | Q4 2019 | Q1 2020 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Financial Management Professionals, Inc. | 1 | 1 | 1.30% | 1.42% | 1.54% | Q2 2015 | Q2 2017 | 2 |
CRAMER ROSENTHAL MCGLYNN LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.11% | 0.22% | Q3 2015 | Q2 2017 | 2 |
Ionic Capital Management LLC | 2 | 2 | 1.19% | 1.37% | 1.56% | Q3 2016 | Q4 2016 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 2.56% | 3.44% | 4.33% | Q1 2015 | Q2 2015 | 2 |
FIDUCIARY TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.14% | 0.18% | 0.23% | Q4 2019 | Q1 2020 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q2 2014 | Q3 2014 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2015 | 2 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2020 | 2 |
Jordan Park Group LLC | 2 | 2 | 1.20% | 1.20% | 1.21% | Q4 2017 | Q1 2018 | 2 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 1.67% | 1.68% | 1.69% | Q2 2016 | Q3 2016 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Byrne Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
VALLEY FINANCIAL MANAGEMENT, INC. | 2 | 2 | 5.47% | 5.56% | 5.65% | Q1 2023 | Q2 2023 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2015 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
HAYS ADVISORY LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2015 | Q2 2015 | 2 |
BREITER CAPITAL MANAGEMENT INC | 2 | 2 | 0.35% | 0.40% | 0.45% | Q3 2019 | Q4 2019 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MA Private Wealth | 2 | 2 | 0.20% | 0.38% | 0.56% | Q4 2018 | Q1 2019 | 2 |
Confluence Wealth Management LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2015 | Q1 2016 | 2 |
Tanglewood Wealth Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2015 | Q2 2015 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q2 2016 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
4Thought Financial Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MUHLENKAMP & CO INC | 1 | 1 | 3.06% | 3.06% | 3.06% | Q2 2015 | Q2 2015 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2017 | Q1 2017 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Bouchey Financial Group Ltd | 1 | 1 | 2.75% | 2.75% | 2.75% | Q4 2014 | Q4 2014 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Empire Capital Management, L.L.C. | 1 | 1 | 10.56% | 10.56% | 10.56% | Q3 2015 | Q3 2015 | 1 |
Vollero Beach Capital Partners LLC | 1 | 1 | 2.88% | 2.88% | 2.88% | Q3 2015 | Q3 2015 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2017 | Q4 2017 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2015 | Q2 2015 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2014 | Q2 2014 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2022 | Q1 2022 | 1 |
Rezny Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Perceptive Advisors | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2016 | Q2 2016 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2015 | Q2 2015 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
CASTLEARK MANAGEMENT LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2015 | Q1 2015 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
LifeSteps Financial, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2019 | Q4 2019 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 1.20% | 1.20% | 1.20% | Q1 2016 | Q1 2016 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
CQS Cayman LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
GAVEA INVESTIMENTOS LTDA | 1 | 1 | 1.83% | 1.83% | 1.83% | Q2 2015 | Q2 2015 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Black Maple Capital Management LP | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2015 | Q4 2015 | 1 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
DeGreen Capital Management LLC | 1 | 1 | 11.32% | 11.32% | 11.32% | Q4 2015 | Q4 2015 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2015 | Q3 2015 | 1 |
Verition Fund Management LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q3 2015 | Q3 2015 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
New World Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2015 | Q2 2015 | 1 |
Orinda Asset Management LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2015 | Q1 2015 | 1 |
JARISLOWSKY, FRASER Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
COMMUNITY TRUST & INVESTMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
DIMENSION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Glassman Wealth Services | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Jolley Asset Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2014 | Q4 2014 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
MPAM CREDIT TRADING PARTNERS L.P. | 1 | 1 | 3.98% | 3.98% | 3.98% | Q1 2015 | Q1 2015 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
LFS ASSET MANAGEMENT | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Lombard Odier & Cie (Canada), Limited Partnership | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
EnTrustPermal Management LLC | 1 | 1 | 6.07% | 6.07% | 6.07% | Q2 2015 | Q2 2015 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2019 | Q4 2019 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Sterling Ridge Capital Management LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2015 | Q4 2015 | 1 |
Concord Wealth Partners | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2017 | Q4 2017 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2014 | Q2 2014 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Fragasso Group Inc. | 1 | 1 | 9.85% | 9.85% | 9.85% | Q4 2014 | Q4 2014 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2016 | Q4 2016 | 1 |
Covenant Asset Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2016 | Q4 2016 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Verger Capital Management LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2017 | Q3 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2015 | Q4 2015 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Forward Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2017 | Q2 2017 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2015 | Q3 2015 | 1 |
Thomasville National Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
SCOUT INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Gainplan LLC | 1 | 1 | 8.09% | 8.09% | 8.09% | Q3 2017 | Q3 2017 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2015 | Q4 2015 | 1 |
WAFRA INC. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2016 | Q2 2016 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
EnTrust Global Partners Offshore LP | 1 | 1 | 2.11% | 2.11% | 2.11% | Q1 2018 | Q1 2018 | 1 |
Tahithromos, L.L.C. | 1 | 1 | 1.96% | 1.96% | 1.96% | Q1 2015 | Q1 2015 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
KEELEY ASSET MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Old Port Advisors | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2018 | Q2 2018 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
L & S Advisors Inc | 1 | 1 | 1.72% | 1.72% | 1.72% | Q1 2015 | Q1 2015 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2015 | Q2 2015 | 1 |
SEARLE & CO. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PEOPLES BANK /OH | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2015 | Q4 2015 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Abbrea Capital, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2016 | Q4 2016 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q3 2016 | Q3 2016 | 1 |
Lombard Odier Transatlantic Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Nicholas Hoffman & Company, LLC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 6.06% | 6.06% | 6.06% | Q1 2017 | Q1 2017 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q2 2017 | Q2 2017 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
AGILIS PARTNERS LLC | 1 | 1 | 10.37% | 10.37% | 10.37% | Q4 2014 | Q4 2014 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2014 | Q2 2014 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 11.39% | 11.39% | 11.39% | Q1 2015 | Q1 2015 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
GEMS MANAGEMENT LTD | 1 | 1 | 4.21% | 4.21% | 4.21% | Q3 2013 | Q3 2013 | 1 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2015 | Q4 2015 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Diversified Trust Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Loeb Offshore Management LP | 1 | 1 | 4.60% | 4.60% | 4.60% | Q2 2014 | Q2 2014 | 1 |
Nikulski Financial, Inc. | 1 | 1 | 1.85% | 1.85% | 1.85% | Q4 2017 | Q4 2017 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2015 | Q3 2015 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2016 | Q4 2016 | 1 |
Chemistry Wealth Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2022 | Q3 2022 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
South Ferry Capital Management, L.P. | 1 | 1 | 21.90% | 21.90% | 21.90% | Q2 2015 | Q2 2015 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Petix & Botte Co | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.