Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 107 |
Walleye Trading LLC | 15 | 7 | 0.00% | 0.00% | 0.03% | Q2 2014 | Q3 2023 | 87 |
Citadel Advisors | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 80 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.01% | 0.11% | Q3 2018 | Q3 2023 | 56 |
Cutler Group LLC / CA | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 53 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 51 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 48 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2018 | 47 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 43 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
CACTI ASSET MANAGEMENT LLC | 43 | 43 | 0.12% | 0.16% | 0.23% | Q2 2013 | Q4 2023 | 43 |
BEACH INVESTMENT COUNSEL INC/PA | 35 | 8 | 0.05% | 0.07% | 0.09% | Q1 2013 | Q4 2023 | 43 |
BALDWIN BROTHERS LLC/MA | 43 | 43 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q4 2023 | 43 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RBF Capital, LLC | 42 | 42 | 0.06% | 0.13% | 0.43% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.03% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
KARPAS STRATEGIES, LLC | 42 | 42 | 0.16% | 0.20% | 0.29% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GOLDMAN SACHS GROUP INC | 31 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 41 |
LPL Financial LLC | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
FIRST MANHATTAN CO. LLC. | 40 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 35 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
WHITTIER TRUST CO OF NEVADA INC | 30 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Ancora Advisors LLC | 25 | 16 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 41 |
Endurance Wealth Management, Inc. | 41 | 41 | 0.09% | 0.23% | 0.63% | Q2 2013 | Q2 2023 | 41 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2017 | 41 |
M&T BANK CORP | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 3 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 40 |
Moors & Cabot, Inc. | 39 | 39 | 0.12% | 0.22% | 0.43% | Q1 2014 | Q3 2023 | 39 |
Blue Fin Capital, Inc. | 39 | 39 | 0.18% | 0.44% | 0.58% | Q1 2014 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
Guinness Asset Management LTD | 38 | 38 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2022 | 38 |
Cambridge Investment Research Advisors, Inc. | 38 | 38 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 38 |
ROTHSCHILD INVESTMENT LLC /IL | 36 | 1 | 0.02% | 0.15% | 0.34% | Q3 2013 | Q3 2023 | 37 |
SADOFF INVESTMENT MANAGEMENT LLC | 36 | 36 | 0.48% | 0.63% | 0.81% | Q4 2013 | Q3 2022 | 36 |
BLAIR WILLIAM & CO/IL | 27 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 36 |
OPPENHEIMER & CO INC | 22 | 7 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 36 |
PARSONS CAPITAL MANAGEMENT INC/RI | 27 | 9 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2022 | 36 |
ROBERTS GLORE & CO INC /IL/ | 18 | 2 | 0.07% | 0.19% | 0.41% | Q2 2013 | Q1 2023 | 36 |
Stratos Wealth Partners, LTD. | 33 | 2 | 0.01% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 35 |
BANK OF MONTREAL /CAN/ | 27 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 34 |
KNOTT DAVID M | 34 | 34 | 0.00% | 0.35% | 0.91% | Q2 2013 | Q3 2021 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q3 2023 | 34 |
Kistler-Tiffany Companies, LLC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 33 |
Aviance Capital Partners, LLC | 33 | 33 | 0.05% | 0.25% | 0.40% | Q1 2015 | Q1 2023 | 33 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 33 |
DEUTSCHE BANK AG\ | 21 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2022 | 33 |
FIFTH THIRD BANCORP | 24 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
HighTower Advisors, LLC | 27 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 33 |
Oakworth Capital, Inc. | 22 | 11 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 33 |
Cetera Advisor Networks LLC | 24 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.07% | 0.16% | Q1 2016 | Q4 2023 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 32 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 26 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 32 |
ROYCE & ASSOCIATES LP | 31 | 31 | 0.06% | 0.16% | 0.36% | Q2 2013 | Q4 2020 | 31 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 31 |
Allianz Asset Management GmbH | 24 | 3 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2022 | 31 |
ADVISORY RESEARCH INC | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 30 |
Parallax Volatility Advisers, L.P. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 30 |
AMERICAN NATIONAL INSURANCE CO | 16 | 6 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2021 | 30 |
AMERICAN CENTURY COMPANIES INC | 21 | 4 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 30 |
Bridgecreek Investment Management, LLC | 30 | 30 | 0.09% | 1.31% | 2.04% | Q2 2016 | Q3 2023 | 30 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
North Star Investment Management Corp. | 17 | 13 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q2 2023 | 29 |
Advocacy Wealth Management Services, LLC | 28 | 1 | 0.01% | 0.13% | 1.59% | Q3 2013 | Q3 2022 | 29 |
Meiji Yasuda Life Insurance Co | 15 | 14 | 0.08% | 5.90% | 7.57% | Q2 2013 | Q3 2020 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 29 | 29 | 0.02% | 0.03% | 0.08% | Q3 2013 | Q3 2020 | 29 |
CITY HOLDING CO | 29 | 29 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2022 | 29 |
SEI INVESTMENTS CO | 21 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 29 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 7 | 0.00% | 0.10% | 0.22% | Q2 2013 | Q2 2023 | 28 |
GLENMEDE TRUST CO NA | 20 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2020 | 28 |
Geneos Wealth Management Inc. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2022 | 28 |
HUNTINGTON NATIONAL BANK | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 28 |
Sigma Planning Corp | 21 | 1 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q1 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
THOMPSON SIEGEL & WALMSLEY LLC | 22 | 5 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2022 | 27 |
BIRINYI ASSOCIATES INC | 27 | 27 | 0.12% | 0.22% | 0.37% | Q1 2017 | Q3 2023 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 27 |
SYNOVUS FINANCIAL CORP | 16 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 26 |
MCKINLEY CAPITAL MANAGEMENT LLC | 26 | 26 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q3 2019 | 26 |
First Horizon Advisors, Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
OPTIMUM INVESTMENT ADVISORS | 24 | 2 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q4 2023 | 26 |
SRS Capital Advisors, Inc. | 9 | 4 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 25 |
PEOPLES FINANCIAL SERVICES CORP. | 24 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2022 | 25 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2021 | 25 |
Bank of New York Mellon Corp | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2020 | 25 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.03% | 0.07% | 0.11% | Q3 2017 | Q3 2023 | 25 |
MERITAGE PORTFOLIO MANAGEMENT | 24 | 24 | 0.09% | 0.33% | 0.53% | Q4 2014 | Q3 2020 | 24 |
Sonora Investment Management, LLC | 23 | 1 | 0.00% | 0.04% | 0.09% | Q3 2015 | Q3 2021 | 24 |
J.P. Morgan Private Wealth Advisors LLC | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
GSA CAPITAL PARTNERS LLP | 9 | 1 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Renaissance Technologies | 11 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 24 |
Parallel Advisors, LLC | 23 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 24 |
CHILTON CAPITAL MANAGEMENT LLC | 23 | 23 | 0.02% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Northeast Financial Consultants Inc | 20 | 3 | 0.03% | 0.19% | 0.78% | Q4 2013 | Q3 2023 | 23 |
Neuberger Berman Group LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 23 | 23 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q4 2018 | 23 |
BARCLAYS PLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 23 |
Baker Ellis Asset Management LLC | 13 | 10 | 0.03% | 0.06% | 0.09% | Q2 2017 | Q1 2023 | 23 |
WEDBUSH SECURITIES INC | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 23 | 23 | 0.02% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 23 |
CREDIT SUISSE AG/ | 16 | 2 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q4 2022 | 23 |
Sawyer & Company, Inc | 22 | 22 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q1 2023 | 22 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
Cetera Advisors LLC | 19 | 1 | 0.01% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
TCI Wealth Advisors, Inc. | 9 | 1 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q1 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
MGO ONE SEVEN LLC | 14 | 2 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 21 |
Kingsview Wealth Management, LLC | 20 | 1 | 0.05% | 0.12% | 0.26% | Q1 2017 | Q2 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
WILLIAMS JONES & ASSOCIATES LLC | 19 | 1 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q2 2019 | 21 |
SIT INVESTMENT ASSOCIATES INC | 12 | 8 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 20 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 5 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 20 |
MOODY ALDRICH PARTNERS LLC | 18 | 2 | 0.07% | 0.26% | 0.41% | Q3 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
OAK ASSOCIATES LTD /OH/ | 20 | 20 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Keystone Financial Group | 20 | 20 | 0.05% | 0.12% | 0.21% | Q4 2017 | Q3 2022 | 20 |
Canton Hathaway, LLC | 20 | 20 | 0.12% | 0.16% | 0.21% | Q4 2018 | Q3 2023 | 20 |
TRUIST FINANCIAL CORP | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Voya Financial Advisors, Inc. | 15 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2023 | 20 |
MML INVESTORS SERVICES, LLC | 14 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 20 |
Shulman DeMeo Asset Management LLC | 11 | 8 | 0.11% | 0.15% | 0.24% | Q4 2018 | Q3 2023 | 19 |
Old North State Trust, LLC | 13 | 6 | 0.06% | 0.21% | 0.36% | Q3 2018 | Q3 2023 | 19 |
Smithfield Trust Co | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 19 |
Hillsdale Investment Management Inc. | 8 | 1 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q1 2021 | 19 |
MILLER HOWARD INVESTMENTS INC /NY | 13 | 6 | 0.04% | 0.23% | 0.40% | Q4 2018 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.11% | 0.14% | Q3 2018 | Q3 2023 | 19 |
Mutual Advisors, LLC | 14 | 5 | 0.02% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 19 |
BECK MACK & OLIVER LLC | 10 | 1 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 19 |
People's United Financial, Inc. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
Foundry Partners, LLC | 19 | 19 | 0.29% | 0.52% | 0.86% | Q2 2017 | Q4 2021 | 19 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 19 | 19 | 0.08% | 0.20% | 0.34% | Q1 2015 | Q3 2019 | 19 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 18 |
PINNACLE ASSOCIATES LTD | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Mercer Capital Advisers, Inc. | 18 | 18 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2019 | 18 |
Valeo Financial Advisors, LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q1 2023 | 18 |
New England Research & Management, Inc. | 18 | 18 | 0.71% | 1.17% | 1.76% | Q4 2013 | Q1 2018 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q4 2019 | 18 |
CHEMICAL BANK | 17 | 17 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q2 2019 | 17 |
Jacobi Capital Management LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2020 | 17 |
DALTON GREINER HARTMAN MAHER & CO | 9 | 8 | 0.04% | 0.08% | 0.12% | Q1 2015 | Q2 2020 | 17 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 14 | 1 | 0.44% | 1.94% | 2.85% | Q1 2014 | Q1 2019 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Greenwich Investment Management, Inc. | 8 | 4 | 0.94% | 2.26% | 3.97% | Q1 2015 | Q4 2022 | 17 |
Truvestments Capital LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 17 |
Pflug Koory, LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2020 | 17 |
Texan Capital Management | 17 | 17 | 0.43% | 0.89% | 1.29% | Q4 2013 | Q4 2017 | 17 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 17 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q2 2023 | 17 |
NORTHERN TRUST CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2021 | 17 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Diligent Investors, LLC | 16 | 16 | 0.12% | 0.24% | 0.41% | Q4 2014 | Q3 2018 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
MUHLENKAMP & CO INC | 14 | 2 | 0.05% | 0.08% | 0.11% | Q4 2013 | Q4 2017 | 16 |
Boston Partners | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Joel Isaacson & Co., LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 16 |
FinTrust Capital Advisors, LLC | 15 | 1 | 0.01% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 16 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 4 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q4 2021 | 16 |
Evercore Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2017 | 16 |
State of Tennessee, Treasury Department | 6 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
CENTRAL TRUST Co | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 16 |
Van Cleef Asset Management,Inc | 16 | 16 | 0.28% | 0.36% | 0.43% | Q4 2019 | Q3 2023 | 16 |
MISSION WEALTH MANAGEMENT, LP | 14 | 2 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 16 |
WHITTIER TRUST CO | 12 | 4 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2017 | 16 |
NATIONAL PLANNING CORP | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2013 | Q3 2017 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
ING GROEP NV | 14 | 1 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q2 2023 | 15 |
Segment Wealth Management, LLC | 15 | 15 | 0.12% | 0.20% | 0.29% | Q3 2013 | Q1 2017 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Zions Bancorporation | 15 | 15 | 0.01% | 0.01% | 0.04% | Q1 2015 | Q3 2018 | 15 |
ZEVIN ASSET MANAGEMENT LLC | 10 | 5 | 0.04% | 0.09% | 0.21% | Q1 2019 | Q1 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 15 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2022 | 14 |
B. Riley Wealth Management, Inc. | 7 | 1 | 0.00% | 0.08% | 0.33% | Q1 2014 | Q2 2022 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Texas Yale Capital Corp. | 8 | 5 | 0.01% | 0.08% | 0.14% | Q4 2014 | Q2 2022 | 13 |
PUTNAM INVESTMENTS LLC | 13 | 13 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q1 2017 | 13 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2021 | 13 |
Integrated Advisors Network LLC | 12 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2016 | 13 |
Sargent Bickham Lagudis LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
Belpointe Asset Management LLC | 11 | 2 | 0.02% | 0.05% | 0.16% | Q2 2020 | Q3 2023 | 13 |
Consolidated Planning Corp | 12 | 1 | 0.05% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 13 |
GAM Holding AG | 7 | 6 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2019 | 13 |
Formidable Asset Management, LLC | 4 | 1 | 0.16% | 0.27% | 0.48% | Q3 2015 | Q4 2022 | 13 |
Winslow, Evans & Crocker, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 13 |
SIGNATUREFD, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 13 |
MACKENZIE FINANCIAL CORP | 13 | 13 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q2 2016 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Gemmer Asset Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
RAYMOND JAMES TRUST N.A. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
McIlrath & Eck, LLC | 12 | 12 | 0.02% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Osborn Williams & Donohoe LLC | 10 | 1 | 0.01% | 0.05% | 0.06% | Q2 2013 | Q1 2019 | 12 |
Equitable Holdings, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sound Income Strategies, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Cedar Mountain Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 1 | 0.01% | 0.05% | 0.12% | Q1 2018 | Q3 2022 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
WFG Advisors, LP | 9 | 3 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q2 2017 | 12 |
NVWM, LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Philadelphia Financial Management of San Francisco, LLC | 6 | 1 | 0.65% | 1.49% | 2.78% | Q3 2017 | Q2 2022 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
VALLEY NATIONAL ADVISERS INC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2022 | 12 |
JOHNSON INVESTMENT COUNSEL INC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 12 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 12 |
Asset Dedication, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q4 2022 | 11 |
CREDIT AGRICOLE S A | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 11 |
NN Investment Partners Holdings N.V. | 11 | 11 | 0.03% | 0.05% | 0.07% | Q1 2016 | Q3 2018 | 11 |
Tranquility Partners, LLC | 11 | 11 | 0.16% | 0.19% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.34% | 0.42% | 0.54% | Q1 2021 | Q3 2023 | 11 |
OLD SECOND NATIONAL BANK OF AURORA | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2020 | 11 |
FIRST FOUNDATION ADVISORS | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q2 2023 | 11 |
SeaCrest Wealth Management, LLC | 6 | 5 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2022 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.01% | 0.14% | 0.39% | Q4 2020 | Q4 2023 | 11 |
Epoch Investment Partners, Inc. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
AlphaMark Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 11 |
Western Wealth Management, LLC | 8 | 3 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Princeton Global Asset Management LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ROPES WEALTH ADVISORS LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 11 |
Americana Partners, LLC | 11 | 11 | 0.04% | 0.22% | 0.37% | Q4 2019 | Q2 2022 | 11 |
BURNS J W & CO INC/NY | 11 | 11 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q2 2023 | 11 |
Bruderman Asset Management, LLC | 8 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2018 | 11 |
Ranger International Management, LP | 10 | 10 | 0.12% | 2.85% | 5.43% | Q1 2015 | Q2 2017 | 10 |
Aptus Capital Advisors, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
SAX WEALTH ADVISORS, LLC | 10 | 10 | 0.05% | 0.12% | 0.21% | Q2 2021 | Q3 2023 | 10 |
WealthTrust-Arizona, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2016 | 10 |
CENTAURUS FINANCIAL, INC. | 9 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2023 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Sheaff Brock Investment Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 10 | 10 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q1 2023 | 10 |
BigSur Wealth Management LLC | 6 | 4 | 0.09% | 0.14% | 0.21% | Q3 2018 | Q2 2022 | 10 |
Legacy Advisors, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 10 |
Tradewinds Capital Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2017 | 10 |
UMB Bank, n.a. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 10 |
HOWE & RUSLING INC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Independent Advisor Alliance | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 10 |
Merrion Investment Management Co, LLC | 10 | 10 | 0.21% | 0.32% | 0.40% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
IPG Investment Advisors LLC | 10 | 10 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Mariner, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
NATIXIS | 5 | 1 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 10 |
SIGNET FINANCIAL MANAGEMENT, LLC | 10 | 10 | 0.22% | 0.23% | 0.26% | Q3 2017 | Q4 2019 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
Newbridge Financial Services Group, Inc. | 6 | 4 | 0.00% | 0.06% | 0.18% | Q3 2020 | Q3 2023 | 10 |
RMB Capital Management, LLC | 10 | 10 | 0.02% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 9 | 9 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q1 2022 | 9 |
Archford Capital Strategies, LLC | 6 | 3 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q2 2019 | 9 |
Brookstone Capital Management | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 9 |
Redhawk Wealth Advisors, Inc. | 9 | 9 | 0.06% | 0.11% | 0.16% | Q3 2020 | Q3 2022 | 9 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 9 |
PRIVATE TRUST CO NA | 6 | 3 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.01% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.02% | 0.09% | Q3 2019 | Q2 2022 | 9 |
Chiron Investment Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2019 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.14% | 0.23% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Freestone Capital Holdings, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 9 |
SMITH HAYES Advisers, Inc | 9 | 9 | 0.20% | 0.32% | 0.42% | Q1 2014 | Q1 2016 | 9 |
Perkins Investment Management, LLC | 9 | 9 | 0.10% | 0.25% | 0.42% | Q4 2014 | Q4 2016 | 9 |
Avior Wealth Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
MV CAPITAL MANAGEMENT, INC. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2023 | 9 |
Capital Asset Advisory Services LLC | 9 | 9 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q1 2023 | 9 |
Sageworth Trust Co | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 9 |
PARADIGM ASSET MANAGEMENT CO LLC | 6 | 3 | 0.01% | 0.10% | 0.18% | Q3 2013 | Q3 2018 | 9 |
Capital Investment Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
MILLER VALUE PARTNERS, LLC | 8 | 1 | 0.01% | 0.05% | 0.06% | Q2 2013 | Q4 2018 | 9 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.07% | 0.35% | Q3 2019 | Q3 2022 | 9 |
NICOLET ADVISORY SERVICES, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
DAVIDSON TRUST CO | 9 | 9 | 0.16% | 0.22% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Vectors Research Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Meridian Wealth Management, LLC | 6 | 2 | 0.03% | 0.08% | 0.12% | Q3 2018 | Q1 2022 | 8 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 8 |
Argent Trust Co | 8 | 8 | 0.02% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 8 |
LS Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q4 2021 | 8 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 8 |
DEERE & CO | 5 | 3 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2016 | 8 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2021 | 8 |
GPS Wealth Strategies Group, LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Financial Advocates Investment Management | 7 | 1 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q1 2022 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
QS Investors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 8 |
Penserra Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 8 |
Spire Wealth Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Operose Advisors LLC | 8 | 8 | 0.04% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 8 |
AMERICAN ASSET MANAGEMENT INC. | 8 | 8 | 0.16% | 0.19% | 0.22% | Q1 2018 | Q4 2019 | 8 |
Community Financial Services Group, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q4 2020 | 8 |
REDMONT WEALTH ADVISORS LLC | 8 | 8 | 0.54% | 0.66% | 0.84% | Q4 2021 | Q3 2023 | 8 |
First Personal Financial Services | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 8 |
Mountain Lake Investment Management LLC | 8 | 8 | 0.29% | 1.65% | 3.07% | Q1 2014 | Q4 2015 | 8 |
Knott David M Jr | 8 | 8 | 0.57% | 0.72% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Disciplined Equity Management, Inc. | 8 | 8 | 1.20% | 1.59% | 2.12% | Q4 2021 | Q3 2023 | 8 |
Origin Asset Management LLP | 8 | 8 | 0.09% | 0.18% | 0.28% | Q1 2020 | Q4 2021 | 8 |
Jaffetilchin Investment Partners, LLC | 8 | 8 | 0.04% | 0.17% | 0.24% | Q4 2020 | Q3 2022 | 8 |
Centric Wealth Management | 6 | 1 | 0.07% | 0.11% | 0.18% | Q2 2019 | Q1 2022 | 8 |
Selective Wealth Management, Inc. | 7 | 1 | 0.01% | 0.03% | 0.16% | Q3 2018 | Q1 2021 | 8 |
EP Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
BlackRock Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Employees Retirement System of Texas | 8 | 8 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q4 2016 | 8 |
Veritable, L.P. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q3 2014 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
FIRST MERCANTILE TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
FIDUCIARY ASSET MANAGEMENT LLC | 8 | 8 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q1 2015 | 8 |
TCTC Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Artemis Investment Management LLP | 8 | 8 | 0.04% | 0.12% | 0.19% | Q3 2020 | Q2 2022 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2021 | 8 |
Skandinaviska Enskilda Banken AB (publ) | 6 | 2 | 0.01% | 0.09% | 0.15% | Q3 2017 | Q3 2019 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q1 2021 | 7 |
Krilogy Financial LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 7 |
COMMERCE BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Barnett & Company, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Sunbelt Securities, Inc. | 5 | 2 | 0.03% | 0.05% | 0.06% | Q3 2019 | Q4 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CAPITAL GUARDIAN TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Nadler Financial Group, Inc. | 7 | 7 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
NATIONAL BANK OF CANADA /FI/ | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Amundi | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
FIRST AMERICAN TRUST, FSB | 7 | 7 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q4 2019 | 7 |
OneDigital Investment Advisors LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 7 |
Beacon Capital Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2015 | 7 |
PIN OAK INVESTMENT ADVISORS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
JUPITER ASSET MANAGEMENT LTD | 7 | 7 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 7 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 7 | 7 | 0.01% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Spectrum Management Group, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2022 | 7 |
InterOcean Capital, LLC | 7 | 7 | 0.10% | 0.19% | 0.25% | Q2 2014 | Q4 2015 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Sterneck Capital Management, LLC | 7 | 7 | 0.14% | 0.19% | 0.25% | Q2 2013 | Q4 2014 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AllSquare Wealth Management LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
CLINTON GROUP INC | 6 | 1 | 0.03% | 0.06% | 0.20% | Q2 2013 | Q1 2017 | 7 |
TCF National Bank | 7 | 7 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q1 2021 | 7 |
Gary Goldberg Planning Services Inc | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
SITTNER & NELSON, LLC | 7 | 7 | 0.05% | 0.07% | 0.10% | Q3 2021 | Q1 2023 | 7 |
SALEM INVESTMENT COUNSELORS INC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 7 |
VOYA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 5 | 1 | 0.17% | 0.20% | 0.33% | Q2 2020 | Q1 2022 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
TD Capital Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Private Portfolio Partners LLC | 6 | 6 | 0.09% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
ROOSEVELT INVESTMENT GROUP LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2022 | 6 |
ASSETMARK, INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 6 |
Seminole Management Co., Inc. | 5 | 1 | 0.00% | 1.46% | 3.48% | Q4 2016 | Q3 2018 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.06% | 0.08% | Q2 2019 | Q1 2022 | 6 |
V Wealth Advisors LLC | 5 | 1 | 0.00% | 0.04% | 0.05% | Q2 2017 | Q1 2022 | 6 |
BDO Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 6 |
Peregrine Asset Advisers, Inc. | 5 | 1 | 0.05% | 0.10% | 0.12% | Q3 2018 | Q1 2020 | 6 |
WADE G W & INC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q3 2017 | 6 |
ARGI Investment Services, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
THOMASPARTNERS, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Newton One Investments LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
TELEMUS CAPITAL, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Weaver Consulting Group | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
DREMAN VALUE MANAGEMENT, L L C | 6 | 6 | 0.16% | 0.21% | 0.26% | Q4 2016 | Q1 2018 | 6 |
Robeco Institutional Asset Management B.V. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2015 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.02% | 0.17% | 0.32% | Q1 2017 | Q3 2023 | 6 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.03% | 0.07% | Q3 2017 | Q2 2023 | 6 |
Russell Investments Group, Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 6 |
Compagnie Lombard Odier SCmA | 6 | 6 | 0.04% | 0.09% | 0.13% | Q4 2014 | Q1 2016 | 6 |
JB Capital LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2023 | 6 |
MYCIO WEALTH PARTNERS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
TTP Investments, Inc. | 6 | 6 | 0.20% | 0.39% | 0.57% | Q4 2021 | Q1 2023 | 6 |
Total Clarity Wealth Management, Inc. | 6 | 6 | 0.06% | 0.18% | 0.25% | Q3 2021 | Q4 2022 | 6 |
Pinnacle Bancorp, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Summit Asset Management, LLC | 6 | 6 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q2 2022 | 6 |
SVB WEALTH LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2021 | 6 |
PFG Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
NFJ INVESTMENT GROUP, LLC | 6 | 6 | 0.08% | 0.10% | 0.17% | Q1 2021 | Q2 2022 | 6 |
BlackDiamond Wealth Management, LLC | 5 | 5 | 0.22% | 0.30% | 0.37% | Q3 2022 | Q3 2023 | 5 |
GODSEY & GIBB, INC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Invesco Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 5 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.00% | 0.14% | 0.22% | Q4 2022 | Q3 2023 | 5 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.04% | 0.06% | Q1 2015 | Q1 2023 | 5 |
Jump Financial, LLC | 3 | 2 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Carmichael Hill & Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Community Capital Management, LLC | 5 | 5 | 0.31% | 0.34% | 0.38% | Q1 2021 | Q1 2022 | 5 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2015 | 5 |
BB&T SECURITIES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q4 2017 | 5 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
FIRST TRUST ADVISORS LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 5 |
Contrarius Investment Management Ltd | 5 | 5 | 0.37% | 2.38% | 4.41% | Q2 2013 | Q2 2014 | 5 |
Horizon Kinetics | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2015 | 5 |
DELPHI MANAGEMENT INC /MA/ | 4 | 1 | 0.47% | 0.57% | 0.82% | Q1 2021 | Q4 2022 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Sicart Associates LLC | 3 | 2 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q4 2020 | 5 |
Bramshill Investments, LLC | 3 | 2 | 0.04% | 0.30% | 0.66% | Q2 2017 | Q2 2021 | 5 |
ALPS ADVISORS INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Allspring Global Investments Holdings, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Yorktown Management & Research Co Inc | 5 | 5 | 0.25% | 0.32% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Sandy Spring Bank | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 5 |
Zions Trust, National Association | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q4 2014 | 5 |
Livforsakringsbolaget Skandia, Omsesidigt | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2015 | 5 |
Crow Point Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q1 2018 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q4 2021 | 5 |
Minot Wealth Management LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q2 2022 | 5 |
Inlet Private Wealth, LLC | 5 | 5 | 0.59% | 0.68% | 0.86% | Q4 2018 | Q4 2019 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2017 | Q3 2018 | 5 |
Copeland Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Stonebridge Capital Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 5 |
Calamos Advisors LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2019 | 5 |
Lido Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 5 | 5 | 0.12% | 0.25% | 0.34% | Q3 2021 | Q3 2022 | 5 |
CIBC WORLD MARKET INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Interval Partners, LP | 3 | 2 | 0.07% | 0.12% | 0.21% | Q3 2014 | Q1 2018 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 5 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
MAI Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
State of Wyoming | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.13% | 0.15% | 0.18% | Q4 2018 | Q3 2019 | 4 |
GQG Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.07% | 0.21% | 0.42% | Q2 2014 | Q3 2016 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q2 2019 | 4 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Bridgeworth, LLC | 4 | 4 | 0.17% | 0.20% | 0.22% | Q1 2018 | Q4 2018 | 4 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Paradigm Financial Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 4 |
Alan B Lancz & Associates, Inc. | 4 | 4 | 0.15% | 0.16% | 0.17% | Q2 2022 | Q1 2023 | 4 |
Rafferty Asset Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q4 2015 | 4 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.04% | 0.11% | 0.20% | Q4 2019 | Q4 2020 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2017 | 4 |
FIC CAPITAL INC | 4 | 4 | 0.24% | 0.26% | 0.28% | Q3 2013 | Q2 2014 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
EXANE DERIVATIVES | 4 | 4 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Ironwood Investment Counsel, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
BLB&B Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
STEPHENS INC /AR/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
TOTH FINANCIAL ADVISORY CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Community Bank, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 4 |
BROWN ADVISORY INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2018 | 4 |
Global Trust Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Westside Investment Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.07% | 0.11% | 0.14% | Q2 2013 | Q1 2014 | 4 |
KHP Capital, LLC | 4 | 4 | 0.34% | 0.35% | 0.35% | Q4 2017 | Q3 2018 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2014 | 4 |
LEVIN CAPITAL STRATEGIES, L.P. | 4 | 4 | 0.03% | 0.14% | 0.20% | Q2 2013 | Q1 2014 | 4 |
Cornerstone Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
GUGGENHEIM CAPITAL LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 4 |
Essex Financial Services, Inc. | 4 | 4 | 0.05% | 0.12% | 0.18% | Q2 2021 | Q1 2022 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Keel Point, LLC | 4 | 4 | 0.16% | 0.78% | 1.03% | Q1 2015 | Q4 2015 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 4 |
Wills Financial Group, Inc. | 4 | 4 | 0.45% | 0.75% | 1.08% | Q2 2014 | Q1 2015 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.04% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
AVIVA PLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HAZLETT, BURT & WATSON, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
IMS Capital Management | 3 | 1 | 0.16% | 0.21% | 0.28% | Q2 2013 | Q2 2015 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 4 |
UBS OCONNOR LLC | 2 | 1 | 0.01% | 0.06% | 0.10% | Q3 2014 | Q3 2018 | 4 |
SEARLE & CO. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q2 2017 | 3 |
Bluefin Trading, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 3 |
CIBC Asset Management Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
AEGON ASSET MANAGEMENT UK PLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q1 2018 | 3 |
Airain ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q1 2016 | 3 |
FSA Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 3 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2011 | Q3 2013 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
WEXFORD CAPITAL LP | 1 | 1 | 0.08% | 0.18% | 0.34% | Q2 2013 | Q4 2016 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q3 2015 | 3 |
Arete Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 3 |
BOURNE LENT ASSET MANAGEMENT INC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2015 | Q3 2015 | 3 |
Gateway Advisory, LLC | 1 | 1 | 0.06% | 0.15% | 0.22% | Q4 2017 | Q3 2023 | 3 |
LEUTHOLD GROUP, LLC | 2 | 1 | 0.06% | 0.07% | 0.09% | Q2 2015 | Q2 2018 | 3 |
Cadent Capital Advisors, LLC | 3 | 3 | 0.13% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Providence Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Colonial Trust Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Gotham Asset Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Summit X, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Jabre Capital Partners S.A. | 3 | 3 | 0.14% | 0.15% | 0.18% | Q2 2015 | Q4 2015 | 3 |
WESBANCO BANK INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
WADDELL & ASSOCIATES, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q1 2014 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q4 2014 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pekin Hardy Strauss, Inc. | 2 | 1 | 0.02% | 0.35% | 0.68% | Q1 2013 | Q1 2022 | 3 |
Glacier Peak Capital LLC | 2 | 1 | 0.58% | 1.16% | 1.91% | Q4 2013 | Q1 2017 | 3 |
Wealthspire Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q2 2015 | 3 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Triasima Portfolio Management inc. | 3 | 3 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q4 2021 | 3 |
BlackRock Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 3 |
Ledyard National Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
COWA, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
22NW, LP | 3 | 3 | 0.26% | 0.27% | 0.28% | Q4 2016 | Q2 2017 | 3 |
J.W. COLE ADVISORS, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q4 2019 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 3 |
Castleview Partners, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 3 |
Alpenglow Capital LP | 2 | 1 | 0.39% | 1.69% | 4.05% | Q1 2015 | Q3 2016 | 3 |
Phase 2 Partners, LLC | 3 | 3 | 3.09% | 4.28% | 5.00% | Q1 2023 | Q3 2023 | 3 |
Sumitomo Mitsui Trust Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
High Falls Advisors, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q2 2016 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Algebris (UK) Ltd | 1 | 1 | 0.52% | 0.76% | 1.00% | Q4 2020 | Q4 2020 | 2 |
Riverview Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Fruth Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q4 2020 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.21% | 0.35% | Q1 2015 | Q3 2015 | 2 |
Nikko Asset Management Americas, Inc. | 2 | 2 | 0.11% | 0.14% | 0.17% | Q1 2015 | Q2 2015 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.17% | 0.20% | 0.22% | Q4 2013 | Q1 2014 | 2 |
AGF Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Index Management Solutions, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2014 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
AIRE ADVISORS, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SageGuard Financial Group, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2021 | Q2 2021 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
American National Registered Investment Advisor, Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q2 2015 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2017 | Q1 2018 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 2 |
Algebris Investments (UK) LLP | 1 | 1 | 0.39% | 0.41% | 0.44% | Q4 2013 | Q1 2017 | 2 |
BENNETT SELBY INVESTMENTS LP | 2 | 2 | 0.19% | 0.33% | 0.47% | Q4 2020 | Q1 2021 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q3 2022 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.07% | 0.17% | 0.28% | Q4 2020 | Q1 2022 | 2 |
Empire Financial Management Company, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q2 2023 | 2 |
FAIRFIELD, BUSH & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Coastwise Capital Group, LLC | 1 | 1 | 0.24% | 0.25% | 0.25% | Q2 2022 | Q1 2023 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q4 2018 | 2 |
SYMONS CAPITAL MANAGEMENT INC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2017 | Q2 2017 | 2 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 2 |
DekaBank Deutsche Girozentrale | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Columbia Asset Management | 1 | 1 | 0.07% | 0.08% | 0.08% | Q4 2013 | Q2 2014 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 2 |
TCG Advisors, LP | 2 | 2 | 0.26% | 0.26% | 0.27% | Q1 2019 | Q2 2019 | 2 |
Capital Financial Services, LLC | 2 | 2 | 0.61% | 0.64% | 0.66% | Q4 2020 | Q1 2021 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
FORA Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
EDGE ASSET MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Castellan Group | 2 | 2 | 0.25% | 0.46% | 0.66% | Q2 2023 | Q3 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CASCADE INVESTMENT GROUP, INC. | 2 | 2 | 0.28% | 0.29% | 0.29% | Q4 2022 | Q1 2023 | 2 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 2 |
PERKINS CAPITAL MANAGEMENT INC | 2 | 2 | 0.77% | 0.94% | 1.10% | Q4 2017 | Q1 2018 | 2 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2 | 2 | 0.09% | 0.13% | 0.16% | Q1 2019 | Q2 2019 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
S.A. Mason LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CG Asset Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SNOW CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Beck Bode, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
TRENT CAPITAL MANAGEMENT INC /NC/ | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2016 | Q4 2016 | 1 |
Kimelman & Baird, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
MARK ASSET MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SILVER CAPITAL MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
Kames Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
McAdams Wright Ragen, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Nicholas Investment Partners, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Thomasville National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2021 | Q3 2021 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2013 | Q4 2013 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Leap Investments LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2016 | Q4 2016 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2017 | Q1 2017 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Virtus Investment Advisers, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2010 | Q2 2010 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q3 2023 | Q3 2023 | 1 |
OTTER CREEK MANAGEMENT INC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2015 | Q2 2015 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Cerity Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JTC Employer Solutions Trustee Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
DRW Securities, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 2.47% | 2.47% | 2.47% | Q3 2014 | Q3 2014 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2014 | Q4 2014 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
CYPRESS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Full18 Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2013 | Q1 2013 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q4 2016 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
West Branch Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WADDELL & REED FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ALLIANCEBERNSTEIN HOLDING LP or have owned ALLIANCEBERNSTEIN HOLDING LP in the past.