Filer statistics Q3 2023

	Weighting
Filer	Top 20	Top 10	Top 5	Top 3	Top 1	Value	Holdings
NEOS Investment Management LLC	49.1%	38.1%	27.1%	20.8%	8.8%	$6,616,371	357
Triad Investment Management	76.5%	46.4%	27.1%	18.3%	7.5%	$3,473,668	46
Morningstar Investment Services LLC	51.9%	37.3%	27.1%	21.0%	8.9%	$109,270,877	275
Per Stirling Capital Management, LLC.	55.6%	39.1%	27.1%	19.0%	8.3%	$6,899,993	195
BRASADA CAPITAL MANAGEMENT, LP	57.9%	41.0%	27.1%	20.4%	10.8%	$4,421,793	120
GUNN & Co INVESTMENT MANAGEMENT, INC.	70.2%	44.8%	27.1%	18.2%	7.0%	$1,253,350	55
Beta Wealth Group, Inc.	64.6%	43.8%	27.1%	18.9%	7.7%	$3,554,088	99
Altus Wealth Group LLC	57.7%	41.8%	27.1%	18.4%	8.0%	$2,815,298	129
WBI INVESTMENTS, LLC	49.9%	37.6%	27.1%	18.3%	7.0%	$11,990,747	179
Dai-ichi Life Insurance Company, Ltd	44.8%	35.0%	27.1%	20.6%	9.0%	$47,708,509	462
Haverford Financial Services, Inc.	79.3%	48.0%	27.1%	17.1%	6.3%	$1,872,663	39
RITHOLTZ WEALTH MANAGEMENT	55.8%	41.7%	27.0%	18.7%	7.7%	$32,203,796	702
PATHSTONE FAMILY OFFICE, LLC	49.4%	37.7%	27.0%	19.7%	7.8%	$164,420,024	1,659
Rosenbaum Jay D.	57.5%	38.8%	27.0%	20.3%	8.1%	$400,692	62
Community Bank, N.A.	49.4%	36.3%	27.0%	21.7%	9.7%	$7,987,561	419
ARS Investment Partners, LLC	63.7%	41.9%	27.0%	19.3%	9.7%	$20,206,979	153
Avestar Capital, LLC	52.4%	39.0%	27.0%	17.8%	6.6%	$10,639,191	368
Idaho Trust Bank	65.8%	43.2%	27.0%	18.4%	6.5%	$2,272,147	80
GDS Wealth Management	62.4%	43.1%	27.0%	18.5%	6.7%	$9,418,738	122
Fort Baker Capital Management LP	73.9%	46.3%	26.9%	17.9%	7.3%	$558,112,060	93

This page shows you the Q3 2023 statistics for the filers.