Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 63 |
Citadel Advisors | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 62 |
Cutler Group LLC / CA | 22 | 22 | 0.00% | 0.01% | 0.09% | Q2 2018 | Q3 2023 | 60 |
PEAK6 Investments LLC | 19 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 44 |
Walleye Trading LLC | 15 | 5 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 43 |
D. E. Shaw & Co., Inc. | 22 | 22 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2023 | 43 |
JANE STREET GROUP, LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 37 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 35 |
Parallax Volatility Advisers, L.P. | 10 | 2 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q4 2022 | 31 |
GOLDMAN SACHS GROUP INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 27 |
BNP PARIBAS FINANCIAL MARKETS | 22 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
WELLS FARGO & COMPANY/MN | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
BlackRock Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
JPMORGAN CHASE & CO | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Abdiel Capital Advisors | 26 | 26 | 10.38% | 18.27% | 28.06% | Q2 2017 | Q3 2023 | 26 |
VANGUARD GROUP INC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.03% | 0.14% | Q4 2019 | Q3 2023 | 26 |
MORGAN STANLEY | 26 | 26 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 26 |
FIFTH THIRD BANCORP | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Tower Research Capital LLC (TRC) | 14 | 11 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 25 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.03% | Q2 2017 | Q3 2023 | 25 |
CREDIT SUISSE AG/ | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 25 |
NORTHERN TRUST CORP | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
GEODE CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
STATE STREET CORP | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
UBS Group AG | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
BARCLAYS PLC | 19 | 6 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 25 |
Kistler-Tiffany Companies, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2023 | 24 |
ROYAL BANK OF CANADA | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
DEUTSCHE BANK AG\ | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 24 |
PRICE T ROWE ASSOCIATES INC /MD/ | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
BANK OF AMERICA CORP /DE/ | 19 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
ADIRONDACK TRUST CO | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Roundview Capital LLC | 16 | 7 | 0.03% | 0.45% | 1.30% | Q2 2017 | Q3 2023 | 23 |
TWO SIGMA INVESTMENTS, LP | 9 | 1 | 0.00% | 0.02% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Bank of New York Mellon Corp | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
LPL Financial LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
DUNCKER STREETT & CO INC | 16 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Parallel Advisors, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
FIRST TRUST ADVISORS LP | 21 | 21 | 0.01% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 21 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
SIGNATUREFD, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
MetLife Investment Management, LLC | 18 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 20 |
METROPOLITAN LIFE INSURANCE CO/NY | 18 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 20 |
NEW YORK STATE COMMON RETIREMENT FUND | 18 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
AMERIPRISE FINANCIAL INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 20 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 20 |
KING LUTHER CAPITAL MANAGEMENT CORP | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 12 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
FMR LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 15 | 15 | 0.00% | 0.35% | 1.19% | Q1 2020 | Q3 2023 | 19 |
FLAGSHIP HARBOR ADVISORS, LLC | 19 | 19 | 0.02% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 19 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
Valeo Financial Advisors, LLC | 15 | 3 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q1 2022 | 19 |
LORD, ABBETT & CO. LLC | 18 | 1 | 0.02% | 0.10% | 0.26% | Q2 2017 | Q3 2023 | 19 |
Baillie Gifford | 19 | 19 | 0.03% | 0.21% | 0.55% | Q1 2019 | Q3 2023 | 19 |
American Portfolios Advisors | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
BALDWIN BROTHERS LLC/MA | 19 | 19 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q4 2023 | 19 |
STRS OHIO | 11 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Swiss National Bank | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
AdvisorNet Financial, Inc | 16 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 18 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
ALLIANCEBERNSTEIN L.P. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
AMERICAN INTERNATIONAL GROUP, INC. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
UBS ASSET MANAGEMENT AMERICAS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Gradient Investments LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Cubist Systematic Strategies, LLC | 17 | 1 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 18 |
AMALGAMATED BANK | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
TCI Wealth Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q1 2023 | 18 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
VOYA INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Legal & General Group Plc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
RHUMBLINE ADVISERS | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 18 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 17 |
NISA INVESTMENT ADVISORS, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Advisory Services Network, LLC | 11 | 6 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q1 2023 | 17 |
Truvestments Capital LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 17 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.03% | 0.17% | 0.59% | Q4 2017 | Q4 2021 | 17 |
Twin Tree Management, LP | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 16 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SG Americas Securities, LLC | 12 | 4 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 16 |
Jasper Ridge Partners, L.P. | 13 | 3 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 16 |
StackLine Partners LP | 16 | 16 | 4.39% | 8.45% | 18.36% | Q4 2018 | Q3 2022 | 16 |
Chicago Partners Investment Group LLC | 16 | 16 | 0.07% | 0.14% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Parkwood LLC | 10 | 6 | 0.11% | 0.27% | 0.42% | Q3 2019 | Q3 2023 | 16 |
Cornerstone Advisory, LLC | 8 | 1 | 0.02% | 0.15% | 0.26% | Q1 2018 | Q3 2023 | 16 |
Engineers Gate Manager LP | 7 | 1 | 0.01% | 0.06% | 0.14% | Q1 2018 | Q4 2022 | 16 |
Versant Capital Management, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 16 |
North Star Investment Management Corp. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
BANK OF MONTREAL /CAN/ | 14 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 12 | 1 | 0.01% | 0.09% | 0.34% | Q1 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 15 |
Sandy Spring Bank | 8 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2022 | 15 |
Steward Partners Investment Advisory, LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 15 |
JFS WEALTH ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Tradewinds Capital Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
HUNTINGTON NATIONAL BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q4 2022 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 14 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Allworth Financial LP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
TOTH FINANCIAL ADVISORY CORP | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GILDER GAGNON HOWE & CO LLC | 14 | 14 | 0.01% | 0.05% | 0.13% | Q2 2017 | Q3 2020 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES & ASSOCIATES | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 14 |
Parkside Financial Bank & Trust | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ProShare Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Invesco Ltd. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
PDT Partners, LLC | 9 | 1 | 0.02% | 0.16% | 0.44% | Q1 2019 | Q3 2023 | 13 |
HighTower Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
McIlrath & Eck, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 13 |
CAPITAL FUND MANAGEMENT S.A. | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2022 | 13 |
Independent Advisor Alliance | 10 | 3 | 0.02% | 0.06% | 0.15% | Q2 2020 | Q3 2023 | 13 |
NORGES BANK | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2022 | 12 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 12 |
Creative Planning | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 12 |
Trexquant Investment LP | 9 | 1 | 0.01% | 0.06% | 0.17% | Q3 2019 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.02% | 0.13% | 0.40% | Q4 2020 | Q3 2023 | 12 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Raymond James Financial Services Advisors, Inc. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Nepsis Inc. | 12 | 12 | 1.89% | 3.04% | 3.97% | Q4 2017 | Q3 2020 | 12 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 11 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.01% | 0.02% | 0.10% | Q1 2019 | Q1 2022 | 11 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 4 | 0.00% | 0.02% | 0.12% | Q2 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Column Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Activest Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 11 |
PRINCIPAL FINANCIAL GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 11 |
Mezzasalma Advisors, LLC | 11 | 11 | 0.75% | 1.61% | 3.76% | Q4 2020 | Q2 2023 | 11 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 9 | 2 | 0.01% | 0.08% | 0.19% | Q1 2020 | Q4 2022 | 11 |
Capital Investment Advisory Services, LLC | 7 | 4 | 0.00% | 0.04% | 0.13% | Q4 2018 | Q2 2022 | 11 |
STATE OF WISCONSIN INVESTMENT BOARD | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 11 |
Hudock, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 11 |
ETF MANAGERS GROUP, LLC | 10 | 1 | 0.01% | 0.02% | 0.10% | Q2 2020 | Q1 2023 | 11 |
D.A. DAVIDSON & CO. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 11 |
Mitsubishi UFJ Trust & Banking Corp | 11 | 11 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q1 2022 | 11 |
MACQUARIE GROUP LTD | 10 | 1 | 0.00% | 0.00% | 0.04% | Q4 2017 | Q3 2022 | 11 |
Engle Capital Management, L.P. | 11 | 11 | 0.29% | 2.36% | 4.85% | Q3 2017 | Q1 2020 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 11 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 10 | 10 | 0.02% | 0.42% | 1.07% | Q1 2020 | Q2 2022 | 10 |
Pier Capital, LLC | 10 | 10 | 0.00% | 0.76% | 1.37% | Q2 2019 | Q3 2021 | 10 |
Glassman Wealth Services | 4 | 3 | 0.00% | 0.01% | 0.08% | Q3 2020 | Q3 2023 | 10 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 10 |
Oakcliff Capital Partners, LP | 10 | 10 | 4.95% | 6.30% | 7.53% | Q2 2018 | Q3 2020 | 10 |
PRUDENTIAL FINANCIAL INC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Advantage Alpha Capital Partners LP | 9 | 1 | 0.81% | 1.16% | 1.56% | Q1 2020 | Q3 2023 | 10 |
Mirae Asset Global Investments Co., Ltd. | 6 | 4 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 10 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 10 |
Total Clarity Wealth Management, Inc. | 9 | 1 | 0.04% | 0.24% | 0.74% | Q4 2019 | Q2 2022 | 10 |
TORONTO DOMINION BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2021 | 10 |
MML INVESTORS SERVICES, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 10 |
SALEM INVESTMENT COUNSELORS INC | 7 | 2 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2022 | 9 |
Manchester Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Jump Financial, LLC | 5 | 1 | 0.04% | 0.11% | 0.21% | Q1 2021 | Q3 2023 | 9 |
BROWN ADVISORY INC | 4 | 2 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q4 2020 | 9 |
Granahan Investment Management | 6 | 3 | 0.09% | 0.19% | 0.33% | Q2 2017 | Q3 2023 | 9 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2023 | 9 |
Plante Moran Financial Advisors, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
Advisor Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 9 |
Stonebridge Capital Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.03% | 0.10% | 0.20% | Q4 2020 | Q4 2022 | 9 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Russell Investments Group, Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Adalta Capital Management LLC | 7 | 2 | 0.10% | 0.19% | 0.31% | Q3 2019 | Q4 2021 | 9 |
AQR Capital Management | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
FIDUCIARY TRUST CO | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Wealthspire Advisors, L.P. | 6 | 3 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q2 2020 | 9 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 5 | 3 | 0.04% | 0.09% | 0.17% | Q3 2019 | Q3 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bartlett & Co. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Covington Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Spark Investment Management LLC | 8 | 8 | 0.05% | 0.25% | 0.45% | Q2 2017 | Q1 2019 | 8 |
Sound Income Strategies, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Lenox Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Sugarloaf Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2022 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 2 | 0.04% | 0.15% | 0.23% | Q4 2020 | Q3 2023 | 8 |
Prime Capital Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 8 |
TRUIST FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 8 |
Amundi | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 0.86% | 1.02% | 1.33% | Q4 2021 | Q3 2023 | 8 |
Financial Advocates Investment Management | 8 | 8 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q1 2022 | 8 |
QUADRANT CAPITAL GROUP LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
ClariVest Asset Management LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Allegheny Financial Group LTD | 7 | 1 | 0.08% | 0.21% | 0.43% | Q4 2020 | Q3 2023 | 8 |
Cresset Asset Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Crossmark Global Holdings, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
State of New Jersey Common Pension Fund D | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 8 |
Telemark Asset Management, LLC | 6 | 2 | 0.44% | 1.38% | 2.28% | Q2 2017 | Q4 2019 | 8 |
Field & Main Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HHM Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Concorde Asset Management, LLC | 5 | 3 | 0.14% | 0.57% | 1.14% | Q2 2019 | Q3 2021 | 8 |
GLENMEDE TRUST CO NA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 8 |
DIMENSIONAL FUND ADVISORS LP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 8 |
Western Wealth Management, LLC | 4 | 4 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q3 2022 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 8 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q1 2021 | 8 |
CVA Family Office, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 7 |
Rehmann Capital Advisory Group | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2021 | 7 |
Intrinsic Edge Capital Management LLC | 5 | 5 | 0.13% | 0.37% | 1.18% | Q2 2019 | Q2 2020 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.07% | 0.15% | Q1 2019 | Q3 2022 | 7 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 7 |
Ancora Advisors LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
HAP Trading, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q4 2021 | 7 |
TOMPKINS FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Catalyst Capital Advisors LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 7 |
BREWIN DOLPHIN LTD | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
SHELL ASSET MANAGEMENT CO | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 2 | 0.02% | 0.10% | 0.26% | Q4 2019 | Q4 2021 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.04% | 0.18% | Q1 2021 | Q4 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Anchor Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Quadrature Capital Ltd | 5 | 2 | 0.04% | 0.08% | 0.18% | Q4 2020 | Q3 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 7 |
DUALITY ADVISERS, LP | 4 | 1 | 0.04% | 0.13% | 0.38% | Q1 2021 | Q1 2023 | 7 |
ROCKY MOUNTAIN ADVISERS, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2020 | 7 |
AlphaCrest Capital Management LLC | 2 | 1 | 0.01% | 0.03% | 0.12% | Q1 2019 | Q3 2022 | 7 |
Addison Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 7 |
ASHFORD CAPITAL MANAGEMENT INC | 7 | 7 | 0.80% | 1.22% | 2.18% | Q2 2019 | Q4 2020 | 7 |
PineBridge Investments, L.P. | 7 | 7 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q4 2022 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CERTUITY, LLC | 6 | 6 | 0.05% | 0.12% | 0.21% | Q4 2020 | Q1 2022 | 6 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2021 | 6 |
Capital Impact Advisors, LLC | 6 | 6 | 0.17% | 0.57% | 1.23% | Q2 2022 | Q3 2023 | 6 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 6 | 6 | 0.00% | 0.06% | 0.08% | Q2 2018 | Q3 2019 | 6 |
TD Waterhouse Canada Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Sculptor Capital LP | 2 | 1 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q2 2020 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 6 |
Woodline Partners LP | 5 | 1 | 0.01% | 0.04% | 0.09% | Q3 2021 | Q2 2023 | 6 |
MEITAV INVESTMENT HOUSE LTD | 4 | 2 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q4 2020 | 6 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Premier Fund Managers Ltd | 3 | 3 | 0.04% | 0.12% | 0.26% | Q2 2020 | Q3 2022 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.22% | 1.23% | Q2 2020 | Q2 2023 | 6 |
Cortina Asset Management, LLC | 6 | 6 | 0.13% | 0.68% | 1.35% | Q1 2018 | Q2 2019 | 6 |
CI INVESTMENTS INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 6 |
Bell Rock Capital LLC | 6 | 6 | 0.02% | 0.05% | 0.10% | Q2 2017 | Q3 2018 | 6 |
HSBC HOLDINGS PLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
HAMILTON LANE ADVISORS LLC | 6 | 6 | 0.18% | 2.41% | 5.28% | Q1 2018 | Q2 2019 | 6 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.01% | 0.05% | 0.10% | Q2 2020 | Q3 2021 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.03% | 0.08% | 0.17% | Q3 2019 | Q4 2022 | 6 |
Lumature Wealth Partners, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 6 |
PLATINUM INVESTMENT MANAGEMENT LTD | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 6 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 6 |
Aquatic Capital Management LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 5 |
MACKAY SHIELDS LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Athanor Capital, LP | 3 | 2 | 0.04% | 0.29% | 0.70% | Q3 2019 | Q4 2020 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 5 |
Clearstead Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 5 |
Lattice Capital Management, LLC | 4 | 1 | 0.02% | 0.16% | 0.38% | Q4 2021 | Q1 2023 | 5 |
Global Retirement Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
NWAM LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Cetera Investment Advisers | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2021 | 5 |
ALGERT GLOBAL LLC | 3 | 1 | 0.02% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 5 |
Neo Ivy Capital Management | 3 | 2 | 0.00% | 0.10% | 0.21% | Q2 2020 | Q3 2021 | 5 |
Illinois Municipal Retirement Fund | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 5 |
Aubrey Capital Management Ltd | 5 | 5 | 1.69% | 2.38% | 3.05% | Q2 2019 | Q2 2020 | 5 |
BERYLSON CAPITAL PARTNERS, LLC | 4 | 1 | 0.78% | 1.67% | 2.68% | Q1 2019 | Q2 2021 | 5 |
Prospera Financial Services Inc | 4 | 1 | 0.01% | 0.03% | 0.09% | Q3 2020 | Q1 2022 | 5 |
HOWE & RUSLING INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Janney Montgomery Scott LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Evanson Asset Management, LLC | 5 | 5 | 0.09% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2022 | 5 |
PUTNAM INVESTMENTS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Neuberger Berman Group LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2021 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Hawk Ridge Capital Management | 4 | 4 | 3.64% | 3.97% | 4.70% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 4 |
LA FINANCIERE DE L'ECHIQUIER | 4 | 4 | 0.28% | 0.67% | 1.01% | Q4 2019 | Q3 2020 | 4 |
Ergoteles LLC | 2 | 1 | 0.03% | 0.09% | 0.24% | Q1 2021 | Q2 2022 | 4 |
Ensign Peak Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 4 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q4 2022 | 4 |
CIBC Asset Management Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.07% | 0.12% | 0.20% | Q4 2018 | Q2 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.01% | 0.08% | 0.23% | Q1 2020 | Q4 2022 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
TRUST CO OF VERMONT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Caption Management, LLC | 1 | 1 | 0.04% | 0.08% | 0.17% | Q2 2020 | Q4 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Berman Capital Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.14% | Q4 2019 | Q3 2021 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Seven Post Investment Office LP | 4 | 4 | 0.06% | 0.10% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Cherry Creek Investment Advisors, Inc. | 4 | 4 | 0.16% | 0.23% | 0.36% | Q2 2021 | Q1 2022 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q2 2023 | 4 |
GRIFFIN ASSET MANAGEMENT, INC. | 3 | 1 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q1 2022 | 4 |
VESTOR CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Bell Investment Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2021 | 4 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.09% | 0.27% | Q1 2020 | Q2 2023 | 4 |
FinTrust Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 4 |
Granite Investment Partners, LLC | 4 | 4 | 0.73% | 0.87% | 1.04% | Q2 2019 | Q1 2020 | 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Private Capital Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Sonora Investment Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Financial Management Professionals, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 4 |
Avion Wealth | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 4 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 4 |
JUPITER ASSET MANAGEMENT LTD | 4 | 4 | 0.36% | 0.40% | 0.47% | Q3 2018 | Q2 2019 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STIFEL FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 4 |
Graham Capital Management, L.P. | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 4 |
Sterling Capital Management LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
HALL LAURIE J TRUSTEE | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
West Oak Capital, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 4 |
HORIZON FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q2 2023 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 4 |
Solel Partners LP | 3 | 3 | 0.15% | 0.16% | 0.18% | Q2 2022 | Q4 2022 | 3 |
Gotham Asset Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 3 |
Sciencast Management LP | 1 | 1 | 0.06% | 0.10% | 0.15% | Q2 2020 | Q3 2021 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
BlueMar Capital Management, LLC | 3 | 3 | 0.26% | 0.47% | 0.64% | Q2 2017 | Q4 2017 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Arlington Financial Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Atika Capital Management LLC | 2 | 1 | 0.42% | 0.55% | 0.76% | Q2 2017 | Q1 2021 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Kozak & Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 3 |
BARRETT & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Winch Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Man Group plc | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2021 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 3 | 3 | 0.08% | 0.09% | 0.12% | Q4 2020 | Q2 2021 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Royal Fund Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 3 |
Kestra Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
FEDERATED HERMES, INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 3 |
Ayalon Insurance Comp Ltd. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
G2 Investment Partners Management LLC | 3 | 3 | 0.47% | 1.04% | 1.48% | Q2 2019 | Q4 2019 | 3 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2021 | 3 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 3 |
Arkadios Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Global Wealth Strategies & Associates | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 1 | 0.12% | 0.19% | 0.25% | Q4 2020 | Q3 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Concord Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 3 |
Whale Rock Capital Management | 3 | 3 | 0.31% | 0.34% | 0.36% | Q2 2017 | Q4 2017 | 3 |
CIM INVESTMENT MANAGEMENT INC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 3 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
FRANKLIN RESOURCES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Echo Street Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 3 |
Insight Folios Inc | 3 | 3 | 0.14% | 0.17% | 0.19% | Q3 2021 | Q1 2022 | 3 |
EXANE DERIVATIVES | 3 | 3 | 0.00% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
LexAurum Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.09% | Q4 2020 | Q2 2021 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Quilter Plc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Laurion Capital Management LP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2019 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.07% | 0.15% | 0.22% | Q4 2020 | Q2 2021 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 3 |
Clear Perspective Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q2 2021 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2020 | 2 |
SOA Wealth Advisors, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q3 2022 | 2 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 2 |
Sigma Planning Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SWS Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q2 2018 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
EAGLE ASSET MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Lee Financial Co | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Partnervest Advisory Services LLC | 1 | 1 | 0.09% | 0.12% | 0.14% | Q1 2019 | Q3 2019 | 2 |
BRADLEY FOSTER & SARGENT INC/CT | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
WEXFORD CAPITAL LP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 2 |
NATIXIS | 1 | 1 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2021 | 2 |
Arlington Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.23% | 0.35% | 0.47% | Q4 2020 | Q1 2021 | 2 |
Ellsworth Advisors, LLC | 2 | 2 | 0.20% | 0.31% | 0.42% | Q3 2020 | Q4 2020 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q2 2017 | Q2 2021 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.18% | 0.20% | 0.22% | Q1 2020 | Q1 2021 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Atlas Private Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Olympiad Research LP | 2 | 2 | 0.23% | 0.28% | 0.33% | Q2 2020 | Q3 2020 | 2 |
Segment Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 2 |
Ruane, Cunniff & Goldfarb L.P. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q1 2019 | 2 |
Willis Johnson & Associates, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Trustees of Princeton University | 1 | 1 | 1.98% | 2.30% | 2.63% | Q1 2018 | Q4 2018 | 2 |
abrdn plc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
NN Investment Partners Holdings N.V. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2018 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q2 2020 | 2 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.09% | 0.12% | 0.15% | Q2 2018 | Q3 2018 | 2 |
Michael & Susan Dell Foundation | 2 | 2 | 0.48% | 0.56% | 0.63% | Q2 2019 | Q3 2019 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Impax Asset Management Group plc | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q1 2019 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 2 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q2 2019 | 2 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 2 |
Joseph Group Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
EAM Investors, LLC | 1 | 1 | 0.38% | 0.39% | 0.40% | Q3 2019 | Q4 2020 | 2 |
ANGLEPOINT ASSET MANAGEMENT, LTD. | 2 | 2 | 2.20% | 3.21% | 4.21% | Q4 2020 | Q1 2021 | 2 |
Marshall Wace North America L.P. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q2 2018 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Laurel Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 2 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Abbrea Capital, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Skye Global Management LP | 2 | 2 | 0.09% | 0.34% | 0.59% | Q4 2017 | Q1 2018 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.21% | 0.33% | 0.44% | Q2 2019 | Q2 2020 | 2 |
Georgetown University | 1 | 1 | 0.71% | 0.85% | 0.99% | Q4 2017 | Q4 2018 | 2 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Washington Harbour Partners LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2021 | Q2 2021 | 1 |
PICTET ASSET MANAGEMENT SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2020 | Q2 2020 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IVY LANE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2023 | Q1 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Eventide Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lisanti Capital Growth, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2021 | Q2 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CenterBook Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
SG3 Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2020 | Q4 2020 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Atwater Malick LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CYPRESS ASSET MANAGEMENT INC/TX | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Coatue Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
MSD Partners, L.P. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2019 | Q3 2019 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q1 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Tiger Legatus Capital Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2019 | Q1 2019 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Polar Capital LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Alta Park Capital, LP | 1 | 1 | 3.82% | 3.82% | 3.82% | Q2 2017 | Q2 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cipher Capital LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2021 | Q2 2021 | 1 |
Old Well Partners, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2019 | Q4 2019 | 1 |
State of Wyoming | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
XPONANCE, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
WASHINGTON CAPITAL MANAGEMENT, INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Grandeur Peak Global Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AXA S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Cowen Prime Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MOON CAPITAL MANAGEMENT LP | 1 | 1 | 3.61% | 3.61% | 3.61% | Q4 2020 | Q4 2020 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2019 | Q3 2019 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WADDELL & REED FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Cypress Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
OBERNDORF WILLIAM E | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Full Sail Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EastBay Asset Management, LLC | 1 | 1 | 6.35% | 6.35% | 6.35% | Q4 2018 | Q4 2018 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2020 | Q2 2020 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Whetstone Capital Advisors, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2018 | Q1 2018 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2020 | Q4 2020 | 1 |
ADAMS STREET PARTNERS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Motley Fool Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2021 | Q1 2021 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Crestline Management, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
INSPIRION WEALTH ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q3 2022 | Q3 2022 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Numerai GP LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2022 | Q4 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Knuff & Co LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Versor Investments LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Permian Investment Partners, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2020 | Q1 2020 | 1 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WISCONSIN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2020 | Q4 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own APPIAN CORP or have owned APPIAN CORP in the past.