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 | 125 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 97 |
Citadel Advisors | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 96 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 95 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 94 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 76 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.00% | 0.07% | Q4 2015 | Q3 2023 | 73 |
Parallax Volatility Advisers, L.P. | 9 | 1 | 0.00% | 0.00% | 0.08% | Q2 2013 | Q3 2023 | 58 |
WOLVERINE TRADING, LLC | 22 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 56 |
JANE STREET GROUP, LLC | 19 | 1 | 0.00% | 0.00% | 0.06% | Q2 2014 | Q3 2023 | 54 |
CREDIT SUISSE AG/ | 28 | 14 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 53 |
TWO SIGMA INVESTMENTS, LP | 27 | 14 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 53 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 52 |
MILLENNIUM MANAGEMENT LLC | 17 | 5 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 49 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 47 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 47 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2018 | 47 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 46 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 44 |
PALISADE CAPITAL MANAGEMENT, LP | 44 | 44 | 0.06% | 0.13% | 0.24% | Q4 2012 | Q3 2023 | 44 |
PRIVATE TRUST CO NA | 43 | 43 | 0.02% | 0.09% | 0.13% | Q1 2013 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 43 |
LSV ASSET MANAGEMENT | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Edgemoor Investment Advisors, Inc. | 42 | 42 | 1.16% | 1.48% | 1.67% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.05% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.04% | 0.23% | 0.52% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BRUNI J V & CO /CO | 42 | 42 | 2.78% | 4.66% | 7.52% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NEW SOUTH CAPITAL MANAGEMENT INC | 42 | 42 | 0.34% | 0.61% | 1.20% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.02% | 0.15% | 0.32% | Q2 2013 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 29 | 4 | 0.00% | 0.02% | 0.54% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.96% | 1.53% | 2.39% | Q2 2013 | Q3 2023 | 42 |
First Horizon Advisors, Inc. | 24 | 2 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MCKINLEY CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.61% | 1.58% | Q2 2013 | Q3 2023 | 42 |
Advisors Capital Management, LLC | 42 | 42 | 0.70% | 1.55% | 2.12% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.09% | 0.21% | 0.53% | Q2 2013 | Q3 2023 | 42 |
Partners Group Holding AG | 42 | 42 | 0.14% | 1.43% | 3.13% | Q2 2013 | Q3 2023 | 42 |
Camelot Portfolios, LLC | 42 | 42 | 0.22% | 0.66% | 2.11% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Laffer Tengler Investments, Inc. | 42 | 42 | 0.00% | 0.15% | 1.12% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cubic Asset Management, LLC | 42 | 42 | 0.12% | 0.90% | 1.18% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.22% | 0.38% | 0.60% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Segment Wealth Management, LLC | 42 | 42 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NEW ENGLAND ASSET MANAGEMENT INC | 42 | 42 | 0.06% | 0.13% | 0.72% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.10% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
D L CARLSON INVESTMENT GROUP INC | 42 | 42 | 0.14% | 1.10% | 1.89% | Q2 2013 | Q3 2023 | 42 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 33 | 8 | 0.01% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 41 |
Essex Financial Services, Inc. | 22 | 19 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 41 |
D.A. DAVIDSON & CO. | 24 | 17 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.08% | 0.31% | 0.56% | Q3 2013 | Q4 2023 | 41 |
BBR PARTNERS, LLC | 41 | 41 | 0.03% | 0.19% | 0.38% | Q3 2013 | Q3 2023 | 41 |
TWO SIGMA ADVISERS, LP | 34 | 7 | 0.01% | 0.11% | 0.42% | Q2 2013 | Q3 2023 | 41 |
FIRST MANHATTAN CO. LLC. | 39 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
Highlander Capital Management, LLC | 27 | 5 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 40 |
ADVISORY RESEARCH INC | 40 | 40 | 0.01% | 0.11% | 0.24% | Q4 2013 | Q3 2023 | 40 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 40 | 40 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q3 2023 | 40 |
Cetera Advisor Networks LLC | 40 | 40 | 0.02% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 40 |
OPPENHEIMER & CO INC | 36 | 4 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 3 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
MOODY NATIONAL BANK TRUST DIVISION | 40 | 40 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Spot Trading L.L.C | 8 | 7 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2017 | 40 |
Fernwood Investment Management, LLC | 40 | 40 | 0.82% | 1.52% | 2.27% | Q4 2013 | Q3 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.10% | 0.31% | 0.55% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.00% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 40 |
DELPHI FINANCIAL GROUP, INC. | 21 | 18 | 0.19% | 5.90% | 20.65% | Q3 2013 | Q2 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Baltimore-Washington Financial Advisors, Inc. | 31 | 8 | 0.02% | 1.22% | 2.27% | Q4 2013 | Q3 2023 | 39 |
SALEM INVESTMENT COUNSELORS INC | 20 | 19 | 0.01% | 0.11% | 0.33% | Q4 2013 | Q3 2023 | 39 |
ALLIANCEBERNSTEIN L.P. | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 39 |
TCW GROUP INC | 39 | 39 | 0.00% | 0.07% | 0.25% | Q1 2014 | Q3 2023 | 39 |
KEYBANK NATIONAL ASSOCIATION/OH | 35 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
Cetera Advisors LLC | 39 | 39 | 0.03% | 0.07% | 0.15% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.04% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.01% | 0.04% | 0.06% | Q1 2014 | Q3 2023 | 39 |
CIBC WORLD MARKET INC. | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.01% | 0.07% | 0.38% | Q2 2013 | Q3 2022 | 38 |
D. E. Shaw & Co., Inc. | 29 | 4 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 38 |
CHARTWELL INVESTMENT PARTNERS, LLC | 38 | 38 | 0.09% | 0.31% | 0.59% | Q2 2014 | Q3 2023 | 38 |
Capital Investment Advisors, LLC | 33 | 1 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q4 2023 | 38 |
Tower Research Capital LLC (TRC) | 17 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
PEAK6 Investments LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 38 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 24 | 14 | 0.08% | 0.23% | 0.73% | Q1 2014 | Q3 2023 | 38 |
Northeast Financial Consultants Inc | 37 | 37 | 0.12% | 0.22% | 0.41% | Q3 2014 | Q3 2023 | 37 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 17 | 4 | 0.01% | 0.34% | 1.11% | Q2 2013 | Q1 2023 | 37 |
M&T BANK CORP | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Stratos Wealth Partners, LTD. | 37 | 37 | 0.04% | 0.08% | 0.21% | Q3 2014 | Q3 2023 | 37 |
Blume Capital Management, Inc. | 31 | 6 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 37 |
Texas Yale Capital Corp. | 37 | 37 | 0.06% | 0.09% | 0.11% | Q3 2014 | Q3 2023 | 37 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 32 | 5 | 0.07% | 1.29% | 4.65% | Q2 2013 | Q2 2023 | 37 |
WHITTIER TRUST CO OF NEVADA INC | 37 | 37 | 0.00% | 0.07% | 0.32% | Q4 2013 | Q4 2022 | 37 |
Greenwich Investment Management, Inc. | 28 | 8 | 3.81% | 6.43% | 9.58% | Q4 2013 | Q3 2023 | 36 |
M&R CAPITAL MANAGEMENT INC | 36 | 36 | 0.04% | 0.08% | 0.23% | Q1 2015 | Q4 2023 | 36 |
McGowan Group Asset Management, Inc. | 36 | 36 | 1.47% | 2.89% | 3.91% | Q4 2014 | Q3 2023 | 36 |
Allen Investment Management, LLC | 36 | 36 | 0.06% | 0.21% | 0.88% | Q4 2014 | Q3 2023 | 36 |
Muzinich & Co., Inc. | 36 | 36 | 5.02% | 13.05% | 19.79% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
Sigma Planning Corp | 36 | 36 | 0.05% | 0.12% | 0.23% | Q4 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.36% | 0.55% | 0.77% | Q4 2014 | Q3 2023 | 36 |
Cypress Capital Management LLC (WY) | 36 | 36 | 0.05% | 0.19% | 0.72% | Q4 2014 | Q3 2023 | 36 |
SFMG, LLC | 36 | 36 | 0.25% | 0.50% | 0.78% | Q4 2014 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 36 |
CPWM, LLC | 35 | 35 | 0.05% | 0.08% | 0.12% | Q1 2014 | Q3 2022 | 35 |
SEGALL BRYANT & HAMILL, LLC | 35 | 35 | 0.10% | 0.20% | 0.33% | Q1 2013 | Q3 2021 | 35 |
NWAM LLC | 35 | 35 | 0.02% | 0.10% | 0.24% | Q2 2012 | Q4 2020 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Barnett & Company, Inc. | 35 | 35 | 0.07% | 0.54% | 0.78% | Q2 2013 | Q4 2021 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.02% | 0.05% | 0.13% | Q4 2014 | Q3 2023 | 35 |
American National Registered Investment Advisor, Inc. | 35 | 35 | 0.10% | 0.20% | 0.32% | Q3 2013 | Q1 2022 | 35 |
AMERICAN NATIONAL INSURANCE CO | 35 | 35 | 0.01% | 0.04% | 0.09% | Q3 2013 | Q1 2022 | 35 |
PRICE T ROWE ASSOCIATES INC /MD/ | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2021 | 34 |
HSBC HOLDINGS PLC | 28 | 6 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2020 | 34 |
Koshinski Asset Management, Inc. | 18 | 16 | 0.05% | 0.12% | 0.24% | Q4 2014 | Q3 2023 | 34 |
WEDBUSH SECURITIES INC | 33 | 1 | 0.04% | 0.11% | 0.24% | Q4 2013 | Q3 2023 | 34 |
RFG Advisory, LLC | 34 | 34 | 0.02% | 0.16% | 1.06% | Q2 2015 | Q3 2023 | 34 |
Pekin Hardy Strauss, Inc. | 34 | 34 | 0.06% | 0.27% | 2.08% | Q4 2014 | Q1 2023 | 34 |
HAP Trading, LLC | 14 | 1 | 0.00% | 0.02% | 0.09% | Q2 2014 | Q2 2021 | 34 |
TCI Wealth Advisors, Inc. | 19 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 34 |
EAGLE GLOBAL ADVISORS LLC | 34 | 34 | 0.01% | 0.04% | 0.09% | Q2 2015 | Q3 2023 | 34 |
SeaBridge Investment Advisors LLC | 24 | 10 | 0.00% | 0.54% | 0.92% | Q2 2013 | Q1 2022 | 34 |
Financial Advantage, Inc. | 34 | 34 | 2.18% | 3.20% | 4.15% | Q2 2015 | Q3 2023 | 34 |
MACQUARIE GROUP LTD | 31 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
HUNTINGTON NATIONAL BANK | 11 | 1 | 0.00% | 0.00% | 0.04% | Q1 2011 | Q3 2023 | 34 |
Carroll Financial Associates, Inc. | 33 | 33 | 0.01% | 0.06% | 0.35% | Q4 2013 | Q4 2021 | 33 |
B. Riley Wealth Advisors, Inc. | 25 | 3 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 33 |
GLENMEDE TRUST CO NA | 30 | 1 | 0.00% | 0.01% | 0.10% | Q2 2010 | Q3 2020 | 33 |
BESSEMER GROUP INC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 33 |
Jefferies Group LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2022 | 33 |
TELEMUS CAPITAL, LLC | 31 | 31 | 0.00% | 0.27% | 0.93% | Q1 2016 | Q3 2023 | 33 |
Estabrook Capital Management | 33 | 33 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
DELPHI MANAGEMENT INC /MA/ | 27 | 1 | 0.56% | 1.24% | 1.81% | Q1 2013 | Q2 2023 | 33 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 29 | 4 | 0.00% | 0.92% | 1.89% | Q2 2013 | Q3 2023 | 33 |
Carnegie Capital Asset Management, LLC | 20 | 1 | 0.01% | 0.34% | 0.75% | Q2 2013 | Q3 2023 | 33 |
THORNBURG INVESTMENT MANAGEMENT INC | 33 | 33 | 0.00% | 1.25% | 2.84% | Q2 2013 | Q2 2021 | 33 |
Cottage Street Advisors LLC | 32 | 32 | 1.62% | 2.22% | 2.85% | Q4 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.03% | 0.10% | 0.26% | Q4 2015 | Q3 2023 | 32 |
LGT CAPITAL PARTNERS LTD. | 30 | 1 | 0.07% | 1.39% | 3.03% | Q4 2015 | Q3 2023 | 32 |
LOOMIS SAYLES & CO L P | 31 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q1 2022 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.06% | 0.12% | 0.20% | Q4 2015 | Q3 2023 | 32 |
DnB Asset Management AS | 29 | 3 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2021 | 32 |
MUFG Americas Holdings Corp | 31 | 1 | 0.00% | 0.02% | 0.06% | Q4 2010 | Q3 2021 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2023 | 32 |
Relative Value Partners Group, LLC | 18 | 6 | 0.04% | 0.29% | 0.54% | Q2 2015 | Q3 2023 | 32 |
Alpha Omega Wealth Management LLC | 32 | 32 | 0.02% | 0.07% | 0.14% | Q4 2015 | Q3 2023 | 32 |
ARES MANAGEMENT LLC | 30 | 2 | 0.16% | 1.41% | 6.07% | Q2 2013 | Q3 2023 | 32 |
BlackRock Inc. | 27 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
P.A.W. CAPITAL CORP | 29 | 2 | 0.60% | 1.29% | 2.75% | Q4 2014 | Q3 2022 | 31 |
Taylor Frigon Capital Management LLC | 24 | 7 | 0.43% | 0.69% | 0.94% | Q4 2014 | Q3 2023 | 31 |
Mirador Capital Partners LP | 31 | 31 | 0.55% | 1.00% | 1.84% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2020 | 31 |
Ancora Advisors LLC | 28 | 3 | 0.02% | 0.12% | 0.28% | Q1 2014 | Q3 2023 | 31 |
NATIXIS ADVISORS, L.P. | 30 | 1 | 0.00% | 0.21% | 0.60% | Q2 2013 | Q3 2022 | 31 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 29 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 31 |
1832 Asset Management L.P. | 28 | 3 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 31 |
CIBC Asset Management Inc | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 31 |
REGIONS FINANCIAL CORP | 24 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.05% | 0.26% | Q2 2013 | Q3 2020 | 30 |
Kistler-Tiffany Companies, LLC | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 30 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 30 | 30 | 0.04% | 1.31% | 3.04% | Q2 2013 | Q3 2020 | 30 |
OMERS ADMINISTRATION Corp | 21 | 9 | 0.05% | 1.00% | 2.31% | Q1 2016 | Q3 2023 | 30 |
Formidable Asset Management, LLC | 11 | 1 | 0.04% | 0.18% | 0.54% | Q3 2013 | Q3 2023 | 30 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 30 | 30 | 0.05% | 0.21% | 0.50% | Q2 2013 | Q3 2020 | 30 |
CWM, LLC | 22 | 8 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
RHUMBLINE ADVISERS | 25 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.02% | 0.10% | 0.34% | Q4 2013 | Q4 2020 | 29 |
Twin Tree Management, LP | 11 | 2 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2022 | 29 |
NOMURA HOLDINGS INC | 10 | 1 | 0.00% | 0.03% | 0.06% | Q4 2012 | Q3 2023 | 29 |
V Wealth Advisors LLC | 18 | 11 | 0.22% | 0.32% | 0.47% | Q1 2016 | Q2 2023 | 29 |
SG Americas Securities, LLC | 24 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2023 | 29 |
Allianz Asset Management GmbH | 18 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.03% | 0.13% | 0.24% | Q4 2016 | Q3 2023 | 28 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 28 | 28 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 28 |
THRIVENT FINANCIAL FOR LUTHERANS | 27 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q4 2021 | 28 |
ALPS ADVISORS INC | 23 | 5 | 0.01% | 0.07% | 0.21% | Q3 2015 | Q3 2023 | 28 |
WealthPLAN Partners, LLC | 21 | 2 | 0.02% | 0.19% | 0.35% | Q2 2016 | Q4 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
PITCAIRN CO | 22 | 6 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q2 2020 | 28 |
Perennial Advisors, LLC | 28 | 28 | 0.70% | 0.90% | 1.19% | Q4 2016 | Q3 2023 | 28 |
SSI INVESTMENT MANAGEMENT LLC | 22 | 6 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q1 2022 | 28 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 26 | 2 | 0.01% | 0.06% | 0.12% | Q3 2014 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q4 2019 | 27 |
Ipswich Investment Management Co., Inc. | 11 | 3 | 0.07% | 0.19% | 0.95% | Q2 2014 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2021 | 27 |
WELLINGTON MANAGEMENT GROUP LLP | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
North Star Investment Management Corp. | 15 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 27 |
RAYMOND JAMES TRUST N.A. | 17 | 4 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
MACKENZIE FINANCIAL CORP | 16 | 11 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 27 |
ATWOOD & PALMER INC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Chesley Taft & Associates LLC | 27 | 27 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q4 2019 | 27 |
GOLDEN GATE PRIVATE EQUITY, INC. | 27 | 27 | 0.43% | 2.37% | 5.08% | Q4 2013 | Q2 2020 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.01% | 0.05% | 0.14% | Q1 2017 | Q3 2023 | 27 |
Boston Partners | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
TRUIST FINANCIAL CORP | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Polar Capital LLP | 27 | 27 | 0.03% | 0.11% | 0.15% | Q1 2014 | Q3 2020 | 27 |
STABLEFORD CAPITAL II LLC | 25 | 2 | 0.10% | 1.33% | 6.02% | Q4 2016 | Q3 2023 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.03% | 0.05% | 0.12% | Q2 2013 | Q3 2019 | 26 |
Founders Capital Management | 13 | 13 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2023 | 26 |
PANAGORA ASSET MANAGEMENT INC | 26 | 26 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2019 | 26 |
Homrich & Berg | 18 | 1 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q3 2021 | 26 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Bramshill Investments, LLC | 26 | 26 | 0.10% | 0.37% | 1.08% | Q2 2017 | Q3 2023 | 26 |
Ausdal Financial Partners, Inc. | 25 | 1 | 0.02% | 0.10% | 0.19% | Q4 2015 | Q3 2023 | 26 |
WEALTHSOURCE PARTNERS, LLC | 26 | 26 | 0.03% | 0.10% | 0.24% | Q1 2016 | Q2 2022 | 26 |
Lido Advisors, LLC | 12 | 1 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 26 |
Evanson Asset Management, LLC | 26 | 26 | 0.02% | 0.05% | 0.07% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
AllSquare Wealth Management LLC | 26 | 26 | 0.05% | 0.35% | 0.48% | Q2 2017 | Q3 2023 | 26 |
BARD ASSOCIATES INC | 26 | 26 | 0.12% | 0.16% | 0.20% | Q2 2017 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
PRUDENTIAL FINANCIAL INC | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 26 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 26 |
Cutter & CO Brokerage, Inc. | 26 | 26 | 0.12% | 0.31% | 0.41% | Q2 2017 | Q3 2023 | 26 |
PARK AVENUE SECURITIES LLC | 26 | 26 | 0.02% | 0.06% | 0.13% | Q2 2017 | Q3 2023 | 26 |
Arete Wealth Advisors, LLC | 13 | 12 | 0.03% | 0.07% | 0.11% | Q2 2017 | Q3 2023 | 25 |
BLB&B Advisors, LLC | 25 | 25 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q2 2020 | 25 |
Citizens Business Bank | 15 | 2 | 0.05% | 0.31% | 0.41% | Q4 2012 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 25 |
Gilbert & Cook, Inc. | 25 | 25 | 0.18% | 3.10% | 4.41% | Q3 2017 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Willingdon Wealth Management | 16 | 9 | 0.00% | 1.07% | 3.91% | Q4 2013 | Q1 2020 | 25 |
FIRST MERCANTILE TRUST CO | 13 | 12 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 25 |
Mirae Asset Global Investments Co., Ltd. | 21 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 25 |
Baird Financial Group, Inc. | 25 | 25 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 24 | 1 | 0.01% | 0.48% | 0.80% | Q4 2015 | Q1 2023 | 25 |
Summit X, LLC | 25 | 25 | 0.01% | 0.14% | 0.27% | Q2 2017 | Q2 2023 | 25 |
Joel Isaacson & Co., LLC | 25 | 25 | 0.03% | 0.15% | 0.26% | Q3 2017 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.03% | 0.07% | 0.18% | Q3 2017 | Q3 2023 | 25 |
Hudson Capital Management LLC | 24 | 24 | 0.08% | 0.16% | 0.49% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.04% | 0.08% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Baugh & Associates, LLC | 24 | 24 | 2.14% | 2.55% | 2.86% | Q4 2017 | Q3 2023 | 24 |
EJF Capital LLC | 23 | 1 | 0.02% | 0.05% | 0.23% | Q4 2013 | Q1 2020 | 24 |
MILLER HOWARD INVESTMENTS INC /NY | 23 | 1 | 0.09% | 0.34% | 0.98% | Q3 2013 | Q3 2023 | 24 |
WHITENER CAPITAL MANAGEMENT, INC. | 24 | 24 | 0.23% | 0.28% | 0.36% | Q4 2017 | Q3 2023 | 24 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 23 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Sonora Investment Management, LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 24 |
Cliffwater LLC | 24 | 24 | 2.55% | 4.27% | 5.60% | Q4 2017 | Q3 2023 | 24 |
PINNACLE FINANCIAL PARTNERS INC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Westbourne Investment Advisors, Inc. | 20 | 1 | 0.08% | 1.39% | 2.00% | Q2 2015 | Q1 2022 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
BRYN MAWR TRUST Co | 17 | 7 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 24 |
FINANCIAL COUNSELORS INC | 11 | 1 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 24 |
Freestone Capital Holdings, LLC | 22 | 2 | 0.00% | 0.24% | 0.82% | Q1 2016 | Q2 2022 | 24 |
Monument Capital Management | 24 | 24 | 0.20% | 0.49% | 0.87% | Q4 2017 | Q3 2023 | 24 |
Robeco Institutional Asset Management B.V. | 24 | 24 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q1 2019 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.13% | 0.16% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 3.10% | 5.72% | 8.17% | Q4 2017 | Q3 2023 | 24 |
WINTRUST INVESTMENTS LLC | 13 | 11 | 0.03% | 0.07% | 0.12% | Q3 2017 | Q3 2023 | 24 |
1834 INVESTMENT ADVISORS CO | 10 | 4 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2022 | 23 |
Covington Capital Management | 16 | 3 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q3 2022 | 23 |
CULLEN/FROST BANKERS, INC. | 23 | 23 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
S&T BANK/PA | 23 | 23 | 0.55% | 0.69% | 0.85% | Q1 2018 | Q3 2023 | 23 |
Pinion Investment Advisors, LLC | 23 | 23 | 0.28% | 0.50% | 0.72% | Q1 2018 | Q3 2023 | 23 |
Avior Wealth Management, LLC | 10 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 23 |
HYMAN CHARLES D | 23 | 23 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Cipher Capital LP | 5 | 1 | 0.01% | 0.13% | 0.35% | Q4 2013 | Q2 2023 | 23 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 23 |
Wealthcare Advisory Partners LLC | 12 | 11 | 0.00% | 0.09% | 0.93% | Q3 2017 | Q3 2023 | 23 |
TRUST CO OF VERMONT | 17 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 23 |
SUNTRUST BANKS INC | 17 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.02% | 0.16% | 0.31% | Q2 2017 | Q4 2022 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.16% | 0.30% | 0.44% | Q1 2018 | Q3 2023 | 23 |
WESPAC Advisors, LLC | 19 | 1 | 0.62% | 0.83% | 1.25% | Q2 2015 | Q3 2023 | 23 |
Barrett Asset Management, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 23 |
Foundations Investment Advisors, LLC | 22 | 22 | 0.03% | 0.15% | 0.35% | Q2 2018 | Q3 2023 | 22 |
Sandy Spring Bank | 15 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 22 |
EATON VANCE MANAGEMENT | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
BURKE & HERBERT BANK & TRUST CO | 22 | 22 | 0.18% | 0.26% | 0.33% | Q1 2015 | Q2 2020 | 22 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 3 | 0.01% | 0.07% | 0.26% | Q1 2013 | Q3 2023 | 22 |
Claybrook Capital, LLC | 9 | 4 | 0.21% | 0.51% | 0.93% | Q4 2017 | Q3 2023 | 22 |
QUADRANT CAPITAL GROUP LLC | 15 | 7 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 22 |
CLOUGH CAPITAL PARTNERS L P | 21 | 1 | 0.13% | 2.19% | 3.66% | Q4 2014 | Q3 2020 | 22 |
Parallel Advisors, LLC | 20 | 2 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 22 |
GROUP ONE TRADING, L.P. | 15 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 22 |
Bank OZK | 22 | 22 | 0.18% | 0.32% | 0.44% | Q2 2018 | Q3 2023 | 22 |
WADDELL & REED FINANCIAL INC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 22 |
HL FINANCIAL SERVICES LLC | 22 | 22 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q1 2019 | 22 |
TORONTO DOMINION BANK | 9 | 5 | 0.00% | 0.12% | 0.54% | Q1 2013 | Q3 2023 | 22 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 22 | 22 | 0.03% | 0.08% | 0.17% | Q4 2013 | Q1 2019 | 22 |
Edge Wealth Management LLC | 14 | 8 | 0.00% | 0.08% | 0.89% | Q2 2013 | Q2 2020 | 22 |
Rockefeller Capital Management L.P. | 17 | 4 | 0.00% | 0.08% | 0.12% | Q2 2018 | Q3 2023 | 21 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 21 | 21 | 0.02% | 0.04% | 0.05% | Q1 2014 | Q1 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.14% | Q3 2018 | Q3 2023 | 21 |
Pinkerton Retirement Specialists, LLC | 21 | 21 | 0.98% | 1.29% | 2.72% | Q4 2014 | Q4 2019 | 21 |
Claraphi Advisory Network, LLC | 21 | 21 | 0.06% | 0.17% | 0.30% | Q4 2017 | Q4 2022 | 21 |
Cetera Investment Advisers | 21 | 21 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 21 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.02% | 0.25% | Q2 2016 | Q3 2023 | 21 |
CENTAURUS FINANCIAL, INC. | 19 | 2 | 0.02% | 0.31% | 0.65% | Q2 2018 | Q3 2023 | 21 |
Guild Investment Management, Inc. | 19 | 2 | 1.29% | 1.83% | 3.11% | Q3 2017 | Q3 2023 | 21 |
Sowell Financial Services LLC | 17 | 1 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 21 |
Cornerstone Advisory, LLC | 17 | 1 | 0.04% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 21 |
PATHSTONE FAMILY OFFICE, LLC | 13 | 1 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 21 |
NewEdge Advisors, LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 21 |
Sunbelt Securities, Inc. | 20 | 1 | 0.01% | 0.18% | 0.54% | Q4 2016 | Q3 2023 | 21 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 20 |
B. Riley Wealth Management, Inc. | 11 | 3 | 0.00% | 0.09% | 0.24% | Q1 2014 | Q2 2022 | 20 |
JANUS HENDERSON GROUP PLC | 14 | 1 | 0.00% | 0.21% | 0.41% | Q1 2014 | Q1 2023 | 20 |
Cornerstone Capital, Inc. | 20 | 20 | 0.06% | 0.27% | 0.35% | Q1 2015 | Q4 2019 | 20 |
Wealth Alliance Advisory Group, LLC | 20 | 20 | 0.10% | 0.13% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Sargent Investment Group, LLC | 20 | 20 | 1.14% | 1.77% | 3.01% | Q4 2018 | Q3 2023 | 20 |
Csenge Advisory Group | 17 | 3 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 20 |
Glovista Investments LLC | 16 | 4 | 0.05% | 0.94% | 4.31% | Q2 2013 | Q4 2021 | 20 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 20 | 20 | 0.07% | 0.23% | 0.34% | Q2 2013 | Q1 2018 | 20 |
HBK Sorce Advisory LLC | 16 | 4 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 20 |
Parkside Financial Bank & Trust | 12 | 8 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 20 |
PFG Advisors | 20 | 20 | 0.09% | 0.15% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Opus Capital Group, LLC | 16 | 4 | 0.03% | 0.57% | 1.12% | Q2 2013 | Q3 2018 | 20 |
Venturi Wealth Management, LLC | 17 | 3 | 0.01% | 0.45% | 0.70% | Q4 2015 | Q3 2023 | 20 |
PARADIGM ASSET MANAGEMENT CO LLC | 16 | 4 | 0.03% | 0.19% | 0.36% | Q2 2013 | Q3 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2022 | 20 |
DFPG INVESTMENTS, LLC | 20 | 20 | 0.04% | 0.23% | 0.57% | Q4 2018 | Q3 2023 | 20 |
Paradigm Financial Partners, LLC | 20 | 20 | 0.27% | 0.48% | 0.82% | Q4 2018 | Q3 2023 | 20 |
StrategIQ Financial Group, LLC | 20 | 20 | 0.06% | 0.14% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Canton Hathaway, LLC | 20 | 20 | 0.08% | 0.15% | 0.41% | Q4 2018 | Q3 2023 | 20 |
Alberta Investment Management Corp | 19 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 20 |
MBM Wealth Consultants, LLC | 20 | 20 | 0.23% | 0.35% | 0.50% | Q4 2018 | Q3 2023 | 20 |
SHELTON CAPITAL MANAGEMENT | 20 | 20 | 0.01% | 0.09% | 0.37% | Q1 2017 | Q4 2021 | 20 |
Merriman Wealth Management, LLC | 20 | 20 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.83% | 1.08% | 1.36% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
HM PAYSON & CO | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 19 | 19 | 1.58% | 2.17% | 2.76% | Q2 2014 | Q4 2018 | 19 |
Truvestments Capital LLC | 19 | 19 | 0.04% | 1.04% | 1.54% | Q1 2019 | Q3 2023 | 19 |
Heritage Wealth Advisors | 19 | 19 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Ahrens Investment Partners LLC | 19 | 19 | 0.12% | 0.38% | 0.93% | Q3 2018 | Q1 2023 | 19 |
Miracle Mile Advisors, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
AE Wealth Management LLC | 18 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 19 |
Evercore Wealth Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
AMUNDI ASSET MANAGEMENT US, INC. | 18 | 1 | 0.01% | 0.04% | 0.12% | Q4 2012 | Q3 2017 | 19 |
BROWN BROTHERS HARRIMAN & CO | 17 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 19 |
ALLEGHANY CORP /DE | 19 | 19 | 0.08% | 0.11% | 0.17% | Q4 2013 | Q2 2018 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 19 |
CLEAR STREET MARKETS LLC | 5 | 1 | 0.00% | 0.06% | 0.29% | Q1 2015 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.20% | 0.53% | 0.74% | Q1 2019 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Lantz Financial LLC | 19 | 19 | 0.44% | 0.56% | 0.71% | Q1 2019 | Q3 2023 | 19 |
Lee Capital Holdings LLC | 19 | 19 | 1.16% | 2.35% | 5.15% | Q2 2018 | Q4 2022 | 19 |
SIGNATUREFD, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 19 |
Cubist Systematic Strategies, LLC | 7 | 1 | 0.00% | 0.02% | 0.22% | Q3 2015 | Q2 2023 | 19 |
STEEL GROVE CAPITAL ADVISORS, LLC | 16 | 1 | 0.10% | 0.68% | 1.14% | Q4 2013 | Q4 2018 | 19 |
abrdn plc | 12 | 7 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 19 |
REGENTATLANTIC CAPITAL LLC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2022 | 18 |
SVB WEALTH LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 18 |
Versant Capital Management, Inc | 18 | 18 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q1 2020 | 18 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 13 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q1 2022 | 18 |
Bell Bank | 10 | 8 | 0.32% | 0.70% | 1.03% | Q2 2013 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2014 | 18 |
PineBridge Investments, L.P. | 18 | 18 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q2 2018 | 18 |
State of Tennessee, Treasury Department | 5 | 1 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 18 |
Atlantic Union Bankshares Corp | 18 | 18 | 0.18% | 0.21% | 0.28% | Q2 2019 | Q3 2023 | 18 |
Virtus ETF Advisers LLC | 18 | 18 | 0.14% | 0.31% | 0.69% | Q2 2019 | Q3 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.01% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
MOTCO | 17 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 18 |
TOWNSQUARE CAPITAL LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2017 | 18 |
SHUFRO ROSE & CO LLC | 18 | 18 | 0.70% | 0.99% | 1.63% | Q4 2018 | Q1 2023 | 18 |
Yorktown Management & Research Co Inc | 18 | 18 | 0.80% | 4.11% | 11.75% | Q2 2013 | Q3 2017 | 18 |
HBK INVESTMENTS L P | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2019 | 18 |
SEVEN EIGHT CAPITAL, LP | 6 | 1 | 0.00% | 0.13% | 0.60% | Q2 2014 | Q3 2023 | 18 |
DAVIDSON & GARRARD INC | 18 | 18 | 0.36% | 0.70% | 1.02% | Q2 2013 | Q3 2017 | 18 |
PRINCIPAL FINANCIAL GROUP INC | 11 | 7 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2017 | 18 |
LVW Advisors, LLC | 17 | 17 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 17 | 17 | 0.03% | 0.07% | 0.17% | Q2 2017 | Q2 2021 | 17 |
Bison Wealth, LLC | 12 | 5 | 0.13% | 0.25% | 0.42% | Q4 2014 | Q3 2023 | 17 |
Trek Financial, LLC | 13 | 4 | 0.02% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 17 |
Sumitomo Mitsui Trust Holdings, Inc. | 15 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 17 |
CANADA PENSION PLAN INVESTMENT BOARD | 17 | 17 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q2 2019 | 17 |
GSA CAPITAL PARTNERS LLP | 7 | 1 | 0.02% | 0.06% | 0.18% | Q3 2013 | Q1 2023 | 17 |
Ameritas Investment Partners, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Snowden Capital Advisors LLC | 9 | 8 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 17 |
West Oak Capital, LLC | 17 | 17 | 0.03% | 0.06% | 0.10% | Q2 2016 | Q2 2020 | 17 |
Mutual Advisors, LLC | 17 | 17 | 0.02% | 0.10% | 0.23% | Q3 2019 | Q3 2023 | 17 |
Providence Capital Advisors, LLC | 9 | 1 | 0.00% | 0.76% | 0.96% | Q4 2017 | Q3 2023 | 17 |
SYNOVUS FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 17 |
WFG Advisors, LP | 17 | 17 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q2 2017 | 17 |
Atria Investments, Inc | 12 | 5 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 17 |
PORTLAND INVESTMENT COUNSEL INC. | 10 | 7 | 0.27% | 2.03% | 3.65% | Q2 2014 | Q2 2019 | 17 |
RELIANCE TRUST CO OF DELAWARE | 17 | 17 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q1 2019 | 17 |
PARK CIRCLE Co | 14 | 3 | 0.01% | 0.28% | 0.37% | Q4 2014 | Q3 2023 | 17 |
Mariner, LLC | 14 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Smithfield Trust Co | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 17 |
First National Bank of Mount Dora, Trust Investment Services | 16 | 16 | 0.10% | 0.23% | 0.31% | Q1 2020 | Q4 2023 | 16 |
VICTORY CAPITAL MANAGEMENT INC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2022 | 16 |
ZACKS INVESTMENT MANAGEMENT | 16 | 16 | 0.16% | 0.24% | 0.37% | Q2 2013 | Q1 2017 | 16 |
XML Financial, LLC | 16 | 16 | 0.04% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
MARSHALL WACE, LLP | 7 | 1 | 0.00% | 0.05% | 0.19% | Q2 2014 | Q2 2023 | 16 |
Adaptive Financial Consulting, LLC | 16 | 16 | 0.17% | 0.28% | 1.08% | Q4 2019 | Q3 2023 | 16 |
Doyle Wealth Management | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2022 | 16 |
Sculati Wealth Management, LLC | 16 | 16 | 0.91% | 1.05% | 1.29% | Q4 2019 | Q3 2023 | 16 |
Penbrook Management LLC | 13 | 3 | 0.14% | 0.17% | 0.25% | Q4 2017 | Q2 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q3 2022 | 16 |
ROOSEVELT INVESTMENT GROUP LLC | 16 | 16 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q3 2022 | 16 |
ST GERMAIN D J CO INC | 13 | 3 | 0.03% | 0.07% | 0.41% | Q4 2019 | Q4 2023 | 16 |
LOMBARDIA CAPITAL PARTNERS LLC | 16 | 16 | 1.02% | 1.70% | 2.14% | Q2 2013 | Q1 2017 | 16 |
Veritable, L.P. | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q2 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.11% | 0.33% | 0.54% | Q2 2013 | Q1 2017 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.07% | 0.12% | 0.22% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
IPG Investment Advisors LLC | 16 | 16 | 0.09% | 0.18% | 0.32% | Q4 2019 | Q3 2023 | 16 |
KEMPNER CAPITAL MANAGEMENT INC. | 16 | 16 | 0.08% | 0.11% | 0.14% | Q3 2014 | Q2 2018 | 16 |
Selective Wealth Management, Inc. | 15 | 1 | 0.01% | 0.58% | 6.04% | Q3 2018 | Q3 2022 | 16 |
RATIONAL ADVISORS LLC | 6 | 1 | 0.00% | 0.34% | 0.94% | Q2 2011 | Q1 2020 | 16 |
KENNEDY CAPITAL MANAGEMENT LLC | 16 | 16 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q1 2017 | 16 |
Anfield Capital Management, LLC | 16 | 16 | 0.62% | 1.04% | 1.60% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.07% | 0.11% | 0.13% | Q4 2019 | Q3 2023 | 16 |
SlateStone Wealth, LLC | 16 | 16 | 0.59% | 0.96% | 1.38% | Q4 2019 | Q3 2023 | 16 |
Anchor Investment Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.82% | 0.98% | 1.41% | Q4 2019 | Q3 2023 | 16 |
Aurora Private Wealth, Inc. | 16 | 16 | 0.13% | 0.25% | 0.54% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.04% | 0.08% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Parcion Private Wealth LLC | 16 | 16 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
ACADIAN ASSET MANAGEMENT LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.06% | 0.16% | 0.37% | Q4 2019 | Q3 2023 | 16 |
FRANKLIN RESOURCES INC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 16 |
FRONT BARNETT ASSOCIATES LLC | 16 | 16 | 0.06% | 0.17% | 0.23% | Q2 2016 | Q1 2020 | 16 |
Ayrshire Capital Management LLC | 16 | 16 | 0.54% | 0.63% | 0.74% | Q4 2019 | Q3 2023 | 16 |
GRIFFIN ASSET MANAGEMENT, INC. | 14 | 1 | 0.01% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 15 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2022 | 15 |
Wealthspire Advisors, L.P. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q2 2019 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.71% | 0.83% | 1.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
MARATHON CAPITAL MANAGEMENT | 15 | 15 | 0.76% | 0.83% | 0.97% | Q1 2020 | Q3 2023 | 15 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2021 | 15 |
Rehmann Capital Advisory Group | 9 | 6 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2022 | 15 |
EVERGREEN CAPITAL MANAGEMENT LLC | 15 | 15 | 0.37% | 0.40% | 0.43% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Virtu KCG Holdings LLC | 8 | 7 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2017 | 15 |
Kingsview Wealth Management, LLC | 9 | 6 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 15 |
Voya Financial Advisors, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2021 | 15 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.07% | 0.21% | Q1 2015 | Q2 2023 | 15 |
SEI INVESTMENTS CO | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2018 | 15 |
COMMERCE BANK | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 15 |
Domani Wealth, LLC | 15 | 15 | 0.46% | 0.67% | 1.35% | Q3 2019 | Q1 2023 | 15 |
NEW YORK STATE COMMON RETIREMENT FUND | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Financial Gravity Asset Management, Inc. | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 15 |
Sequoia Financial Advisors, LLC | 10 | 2 | 0.01% | 0.06% | 0.11% | Q2 2016 | Q1 2022 | 15 |
Liberty Mutual Group Asset Management Inc. | 15 | 15 | 0.59% | 0.73% | 0.91% | Q2 2013 | Q4 2016 | 15 |
Financial Advocates Investment Management | 14 | 1 | 0.02% | 0.04% | 0.16% | Q3 2019 | Q3 2023 | 15 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
INTEGRATED WEALTH COUNSEL, LLC | 15 | 15 | 3.25% | 4.04% | 7.28% | Q2 2013 | Q4 2016 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.29% | 0.55% | 0.72% | Q1 2020 | Q3 2023 | 15 |
MANNING & NAPIER ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 15 |
PUTNAM INVESTMENTS LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 15 |
NICOLA WEALTH MANAGEMENT LTD. | 10 | 5 | 0.30% | 1.23% | 2.05% | Q4 2018 | Q3 2022 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.33% | 0.61% | Q1 2020 | Q3 2023 | 15 |
Grace Capital | 15 | 15 | 0.06% | 0.76% | 1.41% | Q2 2018 | Q4 2021 | 15 |
BlackRock Group LTD | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q4 2019 | 15 |
HOWE & RUSLING INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 15 |
Stelac Advisory Services LLC | 15 | 15 | 0.04% | 0.12% | 0.26% | Q1 2018 | Q3 2021 | 15 |
MGO ONE SEVEN LLC | 12 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 15 |
CAPITAL ADVISORS INC/OK | 14 | 1 | 0.31% | 0.49% | 0.56% | Q4 2019 | Q3 2023 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.16% | 0.21% | 0.30% | Q4 2019 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CERTUITY, LLC | 14 | 14 | 0.04% | 0.25% | 0.68% | Q2 2020 | Q3 2023 | 14 |
LORD, ABBETT & CO. LLC | 7 | 7 | 0.01% | 0.16% | 0.28% | Q2 2013 | Q4 2020 | 14 |
Partnervest Advisory Services LLC | 6 | 1 | 0.00% | 0.28% | 0.82% | Q2 2013 | Q3 2020 | 14 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.11% | 0.30% | Q4 2015 | Q2 2023 | 14 |
FDx Advisors, Inc. | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2018 | 14 |
Geneva Advisors, LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q2 2017 | 14 |
Jacobi Capital Management LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 14 |
Arkadios Wealth Advisors | 12 | 2 | 0.04% | 0.17% | 0.30% | Q4 2019 | Q3 2023 | 14 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 14 |
Baillie Gifford | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
EWG Elevate Inc. | 10 | 4 | 1.20% | 3.32% | 5.59% | Q4 2019 | Q3 2023 | 14 |
TOTH FINANCIAL ADVISORY CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Catalyst Capital Advisors LLC | 11 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2019 | 14 |
Selway Asset Management | 8 | 1 | 0.01% | 0.83% | 1.85% | Q2 2013 | Q3 2022 | 14 |
VALLEY NATIONAL ADVISERS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.02% | 0.21% | 0.34% | Q2 2013 | Q3 2016 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 11 | 1 | 0.00% | 0.04% | 0.13% | Q1 2013 | Q4 2022 | 14 |
Global Wealth Management Investment Advisory, Inc. | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 14 |
CENTRAL TRUST Co | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 14 |
AJ WEALTH STRATEGIES, LLC | 14 | 14 | 0.03% | 0.12% | 0.22% | Q1 2020 | Q2 2023 | 14 |
PENN MUTUAL LIFE INSURANCE CO | 9 | 5 | 4.63% | 6.45% | 9.93% | Q4 2014 | Q2 2018 | 14 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q2 2023 | 14 |
Argent Trust Co | 7 | 7 | 0.02% | 0.09% | 0.28% | Q2 2016 | Q3 2023 | 14 |
TRANSCEND CAPITAL ADVISORS, LLC | 14 | 14 | 0.07% | 0.28% | 0.47% | Q2 2020 | Q3 2023 | 14 |
Plante Moran Financial Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 14 |
NorthRock Partners, LLC | 13 | 1 | 0.03% | 0.12% | 0.32% | Q3 2019 | Q1 2023 | 14 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 14 | 14 | 0.03% | 0.08% | 0.18% | Q3 2015 | Q4 2018 | 14 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.14% | 0.21% | 0.26% | Q2 2019 | Q3 2023 | 13 |
Financial Architects, Inc | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 13 |
Round Table Services, LLC | 13 | 13 | 0.06% | 0.07% | 0.10% | Q4 2016 | Q4 2019 | 13 |
NewSquare Capital LLC | 9 | 4 | 0.00% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 5 | 0.01% | 0.89% | 3.01% | Q1 2020 | Q3 2023 | 13 |
Assured Investment Management LLC | 4 | 1 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q1 2019 | 13 |
Redmond Asset Management, LLC | 8 | 5 | 0.12% | 0.13% | 0.16% | Q2 2013 | Q3 2023 | 13 |
Kalos Management, Inc. | 10 | 1 | 0.05% | 0.12% | 0.37% | Q4 2015 | Q2 2022 | 13 |
Heritage Trust Co | 13 | 13 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.09% | 0.23% | 0.36% | Q2 2013 | Q2 2016 | 13 |
FEINBERG STEPHEN | 13 | 13 | 0.05% | 0.14% | 0.29% | Q3 2014 | Q3 2017 | 13 |
CCLA Investment Management | 8 | 5 | 0.68% | 0.96% | 1.40% | Q2 2020 | Q3 2023 | 13 |
Demars Financial Group, LLC | 13 | 13 | 0.11% | 0.82% | 1.21% | Q3 2020 | Q3 2023 | 13 |
Baron Financial Group, LLC | 13 | 13 | 0.15% | 0.19% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Royal Fund Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q1 2020 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
Burgundy Asset Management Ltd. | 13 | 13 | 0.33% | 0.74% | 1.17% | Q2 2013 | Q2 2016 | 13 |
Alyeska Investment Group, L.P. | 6 | 1 | 0.01% | 0.20% | 0.56% | Q2 2013 | Q2 2019 | 13 |
BARINGS LLC | 13 | 13 | 0.01% | 0.14% | 0.25% | Q2 2013 | Q2 2016 | 13 |
LaSalle Street Capital Management, LLC | 13 | 13 | 0.18% | 0.26% | 0.32% | Q4 2014 | Q4 2017 | 13 |
Polar Capital Holdings Plc | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 13 |
Baker Avenue Asset Management, LP | 9 | 4 | 0.04% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 13 |
Ranger International Management, LP | 13 | 13 | 0.03% | 3.03% | 4.80% | Q2 2014 | Q2 2017 | 13 |
Horizon Kinetics | 8 | 5 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2018 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.15% | 0.17% | 0.20% | Q2 2013 | Q2 2016 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.14% | 0.17% | 0.21% | Q2 2013 | Q2 2016 | 13 |
Lenox Wealth Advisors, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 13 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2021 | 13 |
SILVER CAPITAL MANAGEMENT LLC | 7 | 6 | 2.24% | 3.12% | 4.38% | Q2 2013 | Q1 2018 | 13 |
Quantitative Investment Management, LLC | 5 | 1 | 0.02% | 0.06% | 0.15% | Q4 2013 | Q4 2020 | 13 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 13 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 13 |
Concert Wealth Management Inc. | 11 | 2 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2016 | 13 |
Gillson Capital LP | 7 | 1 | 0.16% | 0.43% | 0.96% | Q3 2018 | Q1 2022 | 13 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 12 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 13 |
Amici Capital, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2016 | 13 |
CONDOR CAPITAL MANAGEMENT | 13 | 13 | 0.04% | 0.15% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Bridgewater Associates | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2022 | 13 |
MERITAGE PORTFOLIO MANAGEMENT | 8 | 5 | 0.36% | 0.48% | 0.59% | Q2 2013 | Q3 2017 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
TEGEAN CAPITAL MANAGEMENT, LLC | 6 | 1 | 1.08% | 9.77% | 20.63% | Q3 2013 | Q3 2020 | 13 |
Avantax Planning Partners, Inc. | 6 | 6 | 0.00% | 0.02% | 0.02% | Q4 2016 | Q4 2019 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.05% | 0.37% | Q3 2013 | Q3 2020 | 12 |
BHF Kleinwort Benson Group S.A. | 12 | 12 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q1 2016 | 12 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.24% | 0.61% | 1.38% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.18% | 0.23% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Hillsdale Investment Management Inc. | 8 | 4 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q4 2019 | 12 |
Alexandria Capital, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 12 |
Philadelphia Financial Management of San Francisco, LLC | 6 | 1 | 1.39% | 2.67% | 4.82% | Q2 2013 | Q3 2022 | 12 |
BDO Wealth Advisors, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 12 |
GP Brinson Investments LLC | 12 | 12 | 0.98% | 3.93% | 5.76% | Q1 2021 | Q4 2023 | 12 |
Cresset Asset Management, LLC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 12 | 12 | 0.08% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Nicholas Hoffman & Company, LLC. | 12 | 12 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Integrated Wealth Concepts LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 12 |
BlueCrest Capital Management Ltd | 12 | 12 | 0.01% | 0.03% | 0.10% | Q1 2017 | Q4 2019 | 12 |
RESOURCE AMERICA, INC. | 12 | 12 | 1.80% | 6.09% | 12.60% | Q4 2017 | Q3 2020 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q3 2015 | 12 |
BW Gestao de Investimentos Ltda. | 12 | 12 | 0.09% | 0.18% | 0.26% | Q1 2017 | Q4 2019 | 12 |
Airain ltd | 4 | 1 | 0.02% | 0.09% | 0.23% | Q3 2013 | Q2 2017 | 12 |
Cowen Prime Services LLC | 7 | 2 | 0.09% | 0.26% | 1.04% | Q1 2014 | Q2 2021 | 12 |
Orion Capital Management LLC | 12 | 12 | 0.01% | 0.07% | 0.18% | Q4 2020 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 12 |
Future Financial Wealth Managment LLC | 12 | 12 | 0.32% | 0.37% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Kavar Capital Partners, LLC | 12 | 12 | 0.20% | 0.28% | 0.32% | Q4 2017 | Q3 2020 | 12 |
Global X Management CO LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 12 |
PATTON ALBERTSON MILLER GROUP, LLC | 12 | 12 | 0.04% | 0.16% | 0.28% | Q2 2019 | Q1 2022 | 12 |
Frontier Wealth Management LLC | 10 | 2 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q2 2022 | 12 |
MAI Capital Management | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WASATCH ADVISORS LP | 11 | 1 | 0.01% | 0.06% | 0.10% | Q3 2014 | Q2 2018 | 12 |
Omnia Family Wealth, LLC | 12 | 12 | 0.12% | 0.24% | 0.60% | Q1 2018 | Q4 2020 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 12 |
Advocacy Wealth Management Services, LLC | 8 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2021 | 12 |
M Holdings Securities, Inc. | 5 | 1 | 0.02% | 0.05% | 0.09% | Q3 2014 | Q1 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Spectrum Management Group, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2018 | 12 |
FRONTIER INVESTMENT MGMT CO | 12 | 12 | 0.95% | 1.20% | 1.50% | Q3 2017 | Q2 2020 | 12 |
COLONY GROUP LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.56% | 0.67% | 0.78% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Private Wealth Strategies, L.L.C. | 12 | 12 | 0.05% | 0.11% | 0.17% | Q2 2020 | Q1 2023 | 12 |
BECK CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.08% | 0.50% | 1.22% | Q4 2013 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BRINKER CAPITAL INC | 12 | 12 | 0.01% | 0.17% | 0.40% | Q1 2015 | Q4 2017 | 12 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q2 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.08% | 0.29% | 0.50% | Q4 2020 | Q3 2023 | 12 |
JAG CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.10% | 0.18% | Q2 2019 | Q1 2022 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.18% | 0.45% | 0.77% | Q4 2020 | Q3 2023 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.32% | 0.55% | 0.86% | Q4 2015 | Q3 2018 | 12 |
Cerity Partners LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q1 2016 | 12 |
Curated Wealth Partners LLC | 12 | 12 | 0.51% | 1.01% | 1.65% | Q4 2020 | Q3 2023 | 12 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2020 | 11 |
Sierra Capital LLC | 11 | 11 | 0.38% | 0.47% | 0.57% | Q1 2021 | Q3 2023 | 11 |
STALEY CAPITAL ADVISERS INC | 11 | 11 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q4 2015 | 11 |
Caption Management, LLC | 4 | 3 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 11 |
BRIGHTON JONES LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
TCTC Holdings, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
DC Investments Management, LLC | 11 | 11 | 0.11% | 0.36% | 0.53% | Q4 2017 | Q2 2020 | 11 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 11 |
Ironwood Investment Counsel, LLC | 11 | 11 | 0.15% | 0.17% | 0.19% | Q1 2014 | Q3 2016 | 11 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 11 | 11 | 3.32% | 4.18% | 4.82% | Q2 2013 | Q4 2015 | 11 |
Grantham, Mayo, Van Otterloo & Co. LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 11 |
Estate Counselors, LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.04% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 11 |
Verity Asset Management, Inc. | 3 | 1 | 0.12% | 0.33% | 0.57% | Q1 2015 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.06% | 0.10% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Leucadia National | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 11 |
Wealth Enhancement & Preservation of GA, LLC | 11 | 11 | 0.28% | 0.55% | 2.01% | Q1 2020 | Q3 2022 | 11 |
Intrua Financial, LLC | 9 | 2 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q1 2023 | 11 |
Texas Capital Bank Wealth Management Services Inc | 11 | 11 | 0.16% | 0.24% | 0.35% | Q1 2021 | Q3 2023 | 11 |
RVW Wealth, LLC | 11 | 11 | 0.00% | 0.03% | 0.13% | Q1 2021 | Q3 2023 | 11 |
FIRST NATIONAL TRUST CO | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Fosun International Ltd | 11 | 11 | 0.03% | 0.21% | 0.37% | Q3 2018 | Q1 2021 | 11 |
Beacon Pointe Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Almanack Investment Partners, LLC. | 11 | 11 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Jaffetilchin Investment Partners, LLC | 7 | 4 | 0.05% | 0.39% | 1.16% | Q4 2016 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 10 | 1 | 0.01% | 0.10% | 0.17% | Q3 2020 | Q3 2023 | 11 |
FIL Ltd | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Horizon Investments, LLC | 6 | 5 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 11 |
Nuveen Fund Advisors, LLC | 11 | 11 | 0.38% | 1.07% | 3.34% | Q2 2016 | Q4 2018 | 11 |
Fiera Capital Corp | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
COMERICA SECURITIES INC | 10 | 1 | 0.37% | 0.49% | 0.78% | Q4 2014 | Q3 2018 | 11 |
Activest Wealth Management | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 10 |
EMERSON INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q3 2015 | 10 |
Brinker Capital Investments, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2022 | 10 |
Horrell Capital Management, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Boulegeris Investments, Inc. | 10 | 10 | 0.13% | 0.15% | 0.18% | Q1 2016 | Q2 2018 | 10 |
Orion Portfolio Solutions, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Avondale Wealth Management | 10 | 10 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q1 2020 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Summer Investments, Inc. | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 10 |
ASSETMARK, INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 7.57% | 8.21% | 8.62% | Q2 2021 | Q3 2023 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
1st Global Advisors, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q2 2017 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FINANCIAL MANAGEMENT NETWORK INC | 5 | 2 | 0.71% | 0.99% | 1.24% | Q4 2020 | Q3 2023 | 10 |
First Heartland Consultants, Inc. | 10 | 10 | 0.05% | 0.07% | 0.11% | Q3 2013 | Q4 2015 | 10 |
IFS Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 10 |
Indie Asset Partners, LLC | 10 | 10 | 0.20% | 0.23% | 0.28% | Q3 2020 | Q4 2022 | 10 |
AMERICAN NATIONAL BANK | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 10 |
Focused Wealth Management, Inc | 5 | 2 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 10 |
PartnerRe Asset Management CORP | 10 | 10 | 0.63% | 2.57% | 4.82% | Q2 2013 | Q3 2015 | 10 |
Castle Rock Wealth Management, LLC | 10 | 10 | 0.64% | 0.84% | 1.04% | Q2 2021 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.05% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.02% | 0.18% | 0.33% | Q4 2015 | Q1 2018 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
NatWest Group plc | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Institute for Wealth Management, LLC. | 7 | 3 | 0.04% | 0.15% | 0.30% | Q4 2017 | Q4 2022 | 10 |
PEOPLES FINANCIAL SERVICES CORP. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 10 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 6 | 4 | 0.00% | 0.14% | 0.26% | Q4 2016 | Q3 2023 | 10 |
&PARTNERS | 10 | 10 | 0.14% | 0.26% | 0.41% | Q4 2018 | Q1 2021 | 10 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 10 | 10 | 1.37% | 2.00% | 2.55% | Q2 2013 | Q3 2015 | 10 |
Financial Management Professionals, Inc. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Oxbow Advisors, LLC | 10 | 10 | 0.04% | 0.27% | 0.52% | Q2 2013 | Q3 2015 | 10 |
Legacy Capital Wealth Partners, LLC | 7 | 1 | 0.36% | 0.54% | 0.96% | Q4 2020 | Q3 2023 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q2 2020 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Zebra Capital Management LLC | 10 | 10 | 0.16% | 0.51% | 0.64% | Q2 2013 | Q3 2015 | 10 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | 10 | 10 | 0.26% | 0.60% | 0.91% | Q2 2013 | Q3 2015 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.07% | 0.12% | 0.16% | Q2 2013 | Q3 2015 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
EVOKE WEALTH, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Capital Analysts, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
Hollow Brook Wealth Management LLC | 10 | 10 | 0.22% | 1.32% | 2.73% | Q3 2013 | Q4 2015 | 10 |
KLINGENSTEIN FIELDS & CO LP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Qube Research & Technologies Ltd | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.10% | 0.13% | 0.18% | Q2 2020 | Q2 2023 | 10 |
Apollo Management Holdings, L.P. | 7 | 1 | 0.01% | 0.12% | 0.31% | Q2 2013 | Q1 2022 | 10 |
All Season Financial Advisors, Inc. | 10 | 10 | 0.25% | 0.46% | 0.67% | Q2 2021 | Q3 2023 | 10 |
ELCO Management Co., LLC | 10 | 10 | 0.16% | 0.17% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Russell Investments Group, Ltd. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 10 |
JNBA Financial Advisors | 8 | 1 | 0.00% | 0.01% | 0.10% | Q3 2018 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.00% | 0.51% | 0.82% | Q2 2021 | Q3 2023 | 10 |
DREMAN VALUE MANAGEMENT, L L C | 7 | 2 | 0.01% | 0.11% | 0.16% | Q4 2013 | Q1 2018 | 9 |
Paragon Capital Management Ltd | 5 | 1 | 0.08% | 0.14% | 0.18% | Q2 2017 | Q2 2020 | 9 |
Asset Dedication, LLC | 6 | 1 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q4 2022 | 9 |
Capital Financial Services, LLC | 9 | 9 | 0.35% | 0.37% | 0.39% | Q4 2020 | Q4 2022 | 9 |
Hexagon Capital Partners LLC | 9 | 9 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
ROMAN BUTLER FULLERTON & CO | 9 | 9 | 0.18% | 0.20% | 0.23% | Q3 2021 | Q3 2023 | 9 |
Callodine Capital Management, LP | 8 | 1 | 0.14% | 1.09% | 2.85% | Q1 2020 | Q3 2023 | 9 |
Samalin Investment Counsel, LLC | 5 | 1 | 0.02% | 0.38% | 0.60% | Q4 2019 | Q3 2023 | 9 |
AQR Capital Management | 7 | 1 | 0.00% | 0.03% | 0.06% | Q4 2012 | Q3 2015 | 9 |
Pearl River Capital, LLC | 7 | 2 | 0.15% | 0.31% | 0.61% | Q4 2019 | Q3 2023 | 9 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.09% | 0.28% | Q3 2013 | Q1 2023 | 9 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 9 | 9 | 0.26% | 0.30% | 0.37% | Q1 2018 | Q1 2020 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
MV CAPITAL MANAGEMENT, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Bridge Advisory, LLC | 9 | 9 | 0.09% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.99% | 2.41% | Q3 2015 | Q3 2020 | 9 |
SMH CAPITAL ADVISORS INC | 9 | 9 | 0.34% | 0.66% | 1.07% | Q4 2017 | Q4 2019 | 9 |
Syntal Capital Partners, LLC | 6 | 3 | 0.01% | 0.07% | 0.26% | Q2 2014 | Q3 2023 | 9 |
AGF Investments LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2019 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.34% | 0.36% | 0.37% | Q3 2021 | Q3 2023 | 9 |
Certified Advisory Corp | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2021 | 9 |
Bruderman Asset Management, LLC | 7 | 2 | 0.00% | 0.09% | 0.16% | Q4 2018 | Q3 2021 | 9 |
Larson Financial Group LLC | 8 | 1 | 0.00% | 0.10% | 0.20% | Q4 2018 | Q3 2023 | 9 |
Wealthstar Advisors, LLC | 9 | 9 | 0.05% | 0.09% | 0.12% | Q1 2018 | Q1 2020 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.05% | 0.08% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Equitable Holdings, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
First Command Bank | 8 | 1 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q2 2022 | 9 |
Proficio Capital Partners LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2018 | 9 |
INVESTMENT CENTERS OF AMERICA INC | 9 | 9 | 0.06% | 0.09% | 0.13% | Q1 2015 | Q1 2017 | 9 |
Grove Bank & Trust | 4 | 1 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q3 2023 | 9 |
FEDERATED HERMES, INC. | 7 | 2 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q1 2016 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 9 |
First Command Financial Services, Inc. | 8 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q2 2022 | 9 |
Perigon Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 9 |
Corbenic Partners LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Navis Wealth Advisors, LLC | 9 | 9 | 0.38% | 0.55% | 0.75% | Q3 2021 | Q3 2023 | 9 |
West Family Investments, Inc. | 6 | 3 | 0.03% | 0.13% | 0.30% | Q4 2015 | Q1 2018 | 9 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 2 | 0.05% | 0.37% | 0.70% | Q2 2018 | Q3 2023 | 9 |
MCF Advisors LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 9 |
Hilton Capital Management, LLC | 9 | 9 | 0.61% | 0.85% | 1.33% | Q3 2021 | Q3 2023 | 9 |
Kovack Advisors, Inc. | 7 | 2 | 0.04% | 0.10% | 0.26% | Q2 2014 | Q3 2023 | 9 |
Highmount Capital, LLC | 9 | 9 | 2.92% | 4.11% | 5.24% | Q2 2013 | Q2 2015 | 9 |
GLOBAL STRATEGIC MANAGEMENT INC | 9 | 9 | 2.17% | 3.34% | 4.61% | Q4 2018 | Q4 2020 | 9 |
Community Capital Management, LLC | 8 | 8 | 0.27% | 0.70% | 1.12% | Q1 2019 | Q4 2020 | 8 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.35% | 0.83% | 1.81% | Q1 2019 | Q1 2022 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
LOCKERMAN FINANCIAL GROUP, INC. | 8 | 8 | 0.50% | 0.54% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.20% | 0.22% | 0.23% | Q4 2021 | Q3 2023 | 8 |
CoreFirst Bank & Trust | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2022 | 8 |
CEDAR HILL ASSOCIATES, LLC | 8 | 8 | 1.11% | 1.60% | 1.84% | Q2 2013 | Q1 2015 | 8 |
CUE ADVISORY SERVICES, INC. | 8 | 8 | 0.41% | 0.54% | 0.68% | Q4 2016 | Q3 2018 | 8 |
Algebris Investments (UK) LLP | 8 | 8 | 0.27% | 1.21% | 2.78% | Q2 2013 | Q1 2015 | 8 |
WESTERN FINANCIAL Corp | 8 | 8 | 0.20% | 0.23% | 0.26% | Q4 2020 | Q3 2022 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
Meridian Wealth Management, LLC | 8 | 8 | 0.19% | 0.25% | 0.36% | Q4 2021 | Q3 2023 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 8 | 8 | 0.28% | 0.59% | 0.72% | Q2 2016 | Q1 2018 | 8 |
Kohlberg Kravis Roberts & Co. L.P. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
MONECO Advisors, LLC | 8 | 8 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
JOHNSON INVESTMENT COUNSEL INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PL Capital Advisors, LLC | 8 | 8 | 0.24% | 1.29% | 1.84% | Q1 2018 | Q4 2019 | 8 |
Pacer Advisors, Inc. | 8 | 8 | 0.02% | 0.09% | 0.15% | Q4 2015 | Q3 2017 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Wellington Shields Capital Management, LLC | 4 | 1 | 0.04% | 0.22% | 0.36% | Q2 2014 | Q3 2023 | 8 |
Douglass Winthrop Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 8 |
AMERICAN ASSET MANAGEMENT INC. | 8 | 8 | 0.26% | 0.46% | 0.57% | Q1 2018 | Q4 2019 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
DIALECTIC CAPITAL MANAGEMENT, LP | 4 | 1 | 0.06% | 0.27% | 0.55% | Q2 2013 | Q2 2016 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q1 2015 | 8 |
Deer Park Road Corp | 6 | 2 | 0.13% | 1.20% | 4.47% | Q3 2019 | Q2 2023 | 8 |
EXCHANGE TRADED CONCEPTS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.06% | 0.14% | 0.21% | Q4 2020 | Q3 2022 | 8 |
ETF MANAGERS GROUP, LLC | 8 | 8 | 0.01% | 0.05% | 0.13% | Q3 2018 | Q2 2020 | 8 |
FORT PITT CAPITAL GROUP, LLC | 8 | 8 | 0.02% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 8 |
Nuveen Asset Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
GEODE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LOGAN CAPITAL MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.28% | 0.30% | 0.33% | Q4 2021 | Q3 2023 | 8 |
PAYDEN & RYGEL | 8 | 8 | 0.00% | 0.59% | 0.98% | Q3 2021 | Q2 2023 | 8 |
Prospera Financial Services Inc | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 8 |
Centiva Capital, LP | 3 | 3 | 0.00% | 0.04% | 0.21% | Q2 2020 | Q3 2023 | 8 |
ALPHA WINDWARD LLC | 8 | 8 | 0.01% | 0.13% | 0.33% | Q2 2017 | Q1 2019 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.19% | 0.24% | 0.30% | Q4 2021 | Q3 2023 | 8 |
NOESIS CAPITAL MANGEMENT CORP | 7 | 1 | 0.08% | 0.11% | 0.27% | Q2 2015 | Q2 2018 | 8 |
Point72 Asset Management, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 8 |
Robbins Farley | 7 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Total Clarity Wealth Management, Inc. | 5 | 1 | 0.05% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 8 |
Naviter Wealth, LLC | 8 | 8 | 3.44% | 4.42% | 5.11% | Q4 2021 | Q3 2023 | 8 |
Penserra Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.04% | Q4 2015 | Q3 2017 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 8 |
Kovitz Investment Group Partners, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 8 |
Legacy Advisors, LLC | 6 | 2 | 0.01% | 0.07% | 0.16% | Q2 2017 | Q2 2019 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.82% | 1.12% | 1.50% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
CURIAN CAPITAL LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q4 2015 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.32% | 0.47% | 0.64% | Q4 2015 | Q3 2017 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
MKT Advisors LLC | 8 | 8 | 0.15% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2021 | 8 |
U.S. Capital Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.09% | 0.15% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
GAM Holding AG | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.11% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2021 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.02% | 0.08% | 0.18% | Q4 2021 | Q3 2023 | 8 |
BALTIMORE CAPITAL MANAGEMENT, INC | 7 | 1 | 0.27% | 0.29% | 0.31% | Q1 2017 | Q1 2019 | 8 |
GoalVest Advisory LLC | 8 | 8 | 0.01% | 0.53% | 0.74% | Q1 2022 | Q4 2023 | 8 |
CAPITAL GUARDIAN TRUST CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 8 |
BECKER CAPITAL MANAGEMENT INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 1.05% | 1.21% | 1.30% | Q4 2021 | Q3 2023 | 8 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.34% | 0.39% | 0.43% | Q1 2022 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.08% | 0.12% | 0.16% | Q1 2022 | Q4 2023 | 7 |
HOLLENCREST CAPITAL MANAGEMENT | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
JUPITER ASSET MANAGEMENT LTD | 7 | 7 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
CENTRAL BANK & TRUST CO | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 7 |
Purus Wealth Management, LLC | 7 | 7 | 0.20% | 0.26% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Enstar Group LTD | 7 | 7 | 0.43% | 15.57% | 21.08% | Q4 2021 | Q2 2023 | 7 |
Cable Hill Partners, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2019 | 7 |
AJO, LP | 7 | 7 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q1 2019 | 7 |
Baldwin Investment Management, LLC | 7 | 7 | 0.08% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 7 |
RNC CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
CREDIT AGRICOLE S A | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
OXFORD ASSET MANAGEMENT LLP | 7 | 7 | 0.02% | 0.07% | 0.22% | Q2 2018 | Q4 2019 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Avalon Investment & Advisory | 7 | 7 | 0.23% | 0.28% | 0.34% | Q3 2018 | Q1 2020 | 7 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 7 |
BREWIN DOLPHIN LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.01% | 0.02% | 0.08% | Q4 2020 | Q2 2022 | 7 |
Grisanti Capital Management LLC | 7 | 7 | 0.45% | 0.94% | 2.13% | Q2 2013 | Q4 2014 | 7 |
Border to Coast Pensions Partnership Ltd | 7 | 7 | 1.08% | 1.30% | 1.51% | Q1 2022 | Q3 2023 | 7 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 7 |
MERIDIAN INVESTMENT COUNSEL INC. | 7 | 7 | 0.07% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 7 |
CRAWFORD INVESTMENT COUNSEL INC | 7 | 7 | 0.02% | 0.11% | 0.19% | Q1 2014 | Q3 2015 | 7 |
SpiderRock Advisors, LLC | 6 | 1 | 0.01% | 0.05% | 0.09% | Q1 2017 | Q3 2022 | 7 |
SIT INVESTMENT ASSOCIATES INC | 7 | 7 | 0.13% | 0.26% | 0.35% | Q2 2013 | Q4 2014 | 7 |
CNO Financial Group, Inc. | 7 | 7 | 3.38% | 6.00% | 9.08% | Q1 2018 | Q3 2019 | 7 |
Northwest Bancshares, Inc. | 7 | 7 | 0.06% | 0.11% | 0.16% | Q2 2020 | Q4 2021 | 7 |
Ironsides Partners LLC | 7 | 7 | 2.03% | 30.93% | 51.08% | Q4 2016 | Q2 2018 | 7 |
STEELHEAD PARTNERS LLC | 4 | 3 | 0.02% | 0.08% | 0.17% | Q1 2017 | Q4 2018 | 7 |
TSFG, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2020 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q1 2021 | 7 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.04% | 0.18% | Q4 2015 | Q3 2019 | 7 |
Advisor Resource Council | 7 | 7 | 0.09% | 0.38% | 0.79% | Q3 2021 | Q1 2023 | 7 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 7 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
SouthState Corp | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
RBF Capital, LLC | 7 | 7 | 0.15% | 0.18% | 0.22% | Q1 2017 | Q3 2018 | 7 |
COZAD ASSET MANAGEMENT INC | 7 | 7 | 0.46% | 0.48% | 0.51% | Q2 2018 | Q4 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
EnTrustPermal Management LLC | 7 | 7 | 0.54% | 0.90% | 1.17% | Q3 2013 | Q1 2015 | 7 |
MILLER VALUE PARTNERS, LLC | 7 | 7 | 0.05% | 0.90% | 1.93% | Q2 2013 | Q4 2014 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 7 |
RAIFF PARTNERS INC | 6 | 1 | 4.47% | 8.36% | 10.62% | Q3 2015 | Q2 2017 | 7 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 4 | 3 | 0.63% | 0.98% | 1.09% | Q2 2014 | Q3 2023 | 7 |
Integrated Advisors Network LLC | 6 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 7 |
APPLETON PARTNERS INC/MA | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q3 2015 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q4 2022 | 6 |
Absolute Return Capital, LLC | 6 | 6 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Lee Capital Management LP | 6 | 6 | 1.20% | 1.40% | 1.55% | Q4 2016 | Q1 2018 | 6 |
Ten Capital Wealth Advisors, LLC | 6 | 6 | 0.05% | 0.10% | 0.12% | Q1 2022 | Q2 2023 | 6 |
LMR Partners LLP | 4 | 2 | 0.05% | 0.24% | 1.14% | Q2 2014 | Q1 2023 | 6 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 6 | 6 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q2 2014 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 6 | 6 | 0.32% | 0.48% | 0.60% | Q3 2016 | Q4 2017 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.04% | 0.05% | 0.09% | Q4 2019 | Q1 2021 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Roble, Belko & Company, Inc | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.08% | 0.32% | 0.72% | Q2 2013 | Q1 2017 | 6 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.06% | 0.10% | Q1 2021 | Q3 2022 | 6 |
IFG Advisory, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 6 |
Fort Point Capital Partners LLC | 2 | 1 | 0.07% | 0.11% | 0.16% | Q2 2015 | Q4 2018 | 6 |
MALTESE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.18% | 0.72% | 0.92% | Q4 2014 | Q2 2018 | 6 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Quinn Opportunity Partners LLC | 4 | 2 | 0.06% | 0.33% | 0.67% | Q1 2017 | Q3 2023 | 6 |
ICON ADVISERS INC/CO | 5 | 1 | 0.04% | 0.06% | 0.13% | Q1 2015 | Q3 2022 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.12% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Allie Family Office LLC | 6 | 6 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.31% | 0.46% | 0.64% | Q4 2019 | Q1 2021 | 6 |
FCG ADVISORS, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q3 2020 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cerebellum GP, LLC | 6 | 6 | 0.02% | 0.22% | 0.30% | Q2 2018 | Q3 2019 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.21% | 0.46% | 0.62% | Q1 2017 | Q2 2019 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 1.13% | 1.18% | 1.21% | Q4 2020 | Q1 2022 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Employees Retirement System of Texas | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2016 | 6 |
Golden Green, Inc. | 4 | 2 | 0.43% | 1.42% | 2.06% | Q4 2020 | Q3 2023 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
BlackRock Institutional Trust Company, N.A. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 6 |
Family Management Corp | 5 | 1 | 0.25% | 0.33% | 0.52% | Q2 2014 | Q3 2023 | 6 |
Arlington Capital Management, Inc. | 6 | 6 | 0.60% | 0.90% | 1.24% | Q4 2018 | Q1 2020 | 6 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 6 |
SG3 Management, LLC | 3 | 3 | 0.02% | 0.09% | 0.16% | Q2 2020 | Q4 2020 | 6 |
Weiss Asset Management LP | 5 | 1 | 0.05% | 0.08% | 0.10% | Q4 2016 | Q4 2021 | 6 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 0.73% | 1.13% | 1.30% | Q4 2021 | Q3 2023 | 6 |
HRT FINANCIAL LP | 6 | 6 | 0.04% | 0.09% | 0.20% | Q1 2022 | Q2 2023 | 6 |
LBMC INVESTMENT ADVISORS, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 0.19% | 0.55% | 0.74% | Q2 2022 | Q3 2023 | 6 |
JACOBS ASSET MANAGEMENT, LLC | 5 | 1 | 0.18% | 1.09% | 1.62% | Q4 2016 | Q4 2018 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Intercontinental Wealth Advisors, LLC | 4 | 2 | 0.36% | 0.61% | 1.06% | Q2 2017 | Q2 2023 | 6 |
Baystate Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
RIVERBRIDGE PARTNERS LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Circle Wealth Management, LLC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q4 2022 | 6 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.12% | 0.14% | 0.18% | Q1 2010 | Q3 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.08% | 0.10% | 0.13% | Q3 2015 | Q4 2016 | 6 |
OAK FAMILY ADVISORS, LLC | 6 | 6 | 0.58% | 0.95% | 1.49% | Q4 2020 | Q1 2022 | 6 |
Magnetar Financial LLC | 4 | 2 | 0.00% | 0.02% | 0.02% | Q1 2017 | Q3 2018 | 6 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q4 2022 | 6 |
Mizuho Securities Co. Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Magnus Financial Group LLC | 6 | 6 | 0.02% | 0.05% | 0.06% | Q4 2018 | Q1 2020 | 6 |
Strategic Family Wealth Counselors, L.L.C. | 6 | 6 | 0.08% | 0.14% | 0.18% | Q4 2018 | Q1 2020 | 6 |
Jump Financial, LLC | 6 | 6 | 0.02% | 0.11% | 0.24% | Q2 2022 | Q3 2023 | 6 |
FJ Capital Management LLC | 5 | 1 | 0.02% | 0.04% | 0.09% | Q2 2017 | Q4 2021 | 6 |
Baker Ellis Asset Management LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q4 2019 | 6 |
INTREPID CAPITAL MANAGEMENT INC /DE/ | 6 | 6 | 1.04% | 1.54% | 2.82% | Q2 2013 | Q3 2014 | 6 |
HighPoint Advisor Group LLC | 6 | 6 | 0.11% | 0.13% | 0.16% | Q1 2016 | Q2 2017 | 6 |
Simplicity Solutions, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2020 | 5 |
Beck Bode, LLC | 5 | 5 | 0.29% | 0.36% | 0.40% | Q2 2022 | Q2 2023 | 5 |
PVG ASSET MANAGEMENT CORP | 3 | 1 | 0.92% | 2.00% | 4.23% | Q3 2016 | Q1 2020 | 5 |
Stonegate Investment Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Capital Impact Advisors, LLC | 5 | 5 | 0.93% | 1.27% | 2.18% | Q4 2013 | Q4 2014 | 5 |
Merit Financial Group, LLC | 4 | 1 | 0.01% | 0.13% | 0.29% | Q2 2022 | Q3 2023 | 5 |
Coastal Bridge Advisors, LLC | 4 | 1 | 0.07% | 0.10% | 0.13% | Q3 2019 | Q3 2022 | 5 |
CFO4Life, L.P. | 5 | 5 | 0.26% | 0.46% | 0.61% | Q4 2014 | Q4 2015 | 5 |
IMA Wealth, Inc. | 5 | 5 | 0.24% | 0.27% | 0.30% | Q2 2014 | Q2 2015 | 5 |
Radcliffe Capital Management, L.P. | 3 | 2 | 0.07% | 0.24% | 0.36% | Q4 2014 | Q3 2020 | 5 |
GraniteShares Advisors LLC | 5 | 5 | 0.33% | 0.46% | 0.52% | Q4 2021 | Q4 2022 | 5 |
CHILTON INVESTMENT CO INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Cynosure Group, LLC | 5 | 5 | 0.31% | 0.81% | 1.46% | Q3 2022 | Q3 2023 | 5 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Vident Investment Advisory, LLC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q2 2022 | 5 |
Cordasco Financial Network | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2017 | 5 |
DigitalBridge Group, Inc. | 3 | 2 | 0.24% | 0.32% | 0.43% | Q3 2021 | Q3 2023 | 5 |
Center for Financial Planning, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.03% | 0.05% | 0.10% | Q1 2021 | Q1 2022 | 5 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q1 2016 | 5 |
Hilltop Holdings Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.07% | 0.10% | Q1 2019 | Q3 2020 | 5 |
FIRST TRUST ADVISORS LP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
MASON STREET ADVISORS, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2014 | 5 |
GRATIA CAPITAL, LLC | 4 | 1 | 0.32% | 1.28% | 1.99% | Q3 2016 | Q4 2017 | 5 |
Brookstone Capital Management | 3 | 2 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2022 | 5 |
First Personal Financial Services | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2017 | 5 |
Westside Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q4 2021 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q2 2019 | 5 |
JFS WEALTH ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Progeny 3, Inc. | 5 | 5 | 3.59% | 4.33% | 4.97% | Q3 2022 | Q3 2023 | 5 |
BEACON TRUST CO | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2013 | Q1 2014 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2018 | 5 |
COMMUNITY TRUST & INVESTMENT CO | 5 | 5 | 0.22% | 0.24% | 0.25% | Q3 2022 | Q3 2023 | 5 |
D'Orazio & Associates, Inc. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2021 | 5 |
MYCIO WEALTH PARTNERS, LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q4 2019 | 5 |
Zuckerman Investment Group, LLC | 3 | 2 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q2 2023 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
BRADLEY FOSTER & SARGENT INC/CT | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Calamos Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Security National Bank | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Bluefin Trading, LLC | 2 | 1 | 0.00% | 0.04% | 0.14% | Q2 2018 | Q1 2019 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.15% | 0.22% | 0.28% | Q3 2022 | Q3 2023 | 5 |
BOKF, NA | 3 | 2 | 0.00% | 0.02% | 0.10% | Q2 2014 | Q2 2023 | 5 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 5 |
ING GROEP NV | 5 | 5 | 0.06% | 0.13% | 0.17% | Q3 2015 | Q3 2016 | 5 |
JANUS HENDERSON INVESTORS US LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Nine Chapters Capital Management LLC | 3 | 2 | 0.02% | 0.08% | 0.19% | Q3 2013 | Q1 2015 | 5 |
Accredited Investors Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
DCM Advisors, LLC | 3 | 2 | 0.11% | 0.14% | 0.17% | Q2 2021 | Q3 2023 | 5 |
Firestone Capital Management | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2021 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.00% | 0.07% | 0.14% | Q1 2022 | Q2 2023 | 5 |
QS Investors, LLC | 4 | 1 | 0.01% | 0.04% | 0.16% | Q4 2013 | Q3 2019 | 5 |
Berman Capital Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q1 2021 | 5 |
GFS Advisors, LLC | 4 | 1 | 0.04% | 0.11% | 0.13% | Q1 2016 | Q4 2022 | 5 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2019 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Ulrich Consultants & Investment Group, LLC | 5 | 5 | 0.30% | 0.54% | 0.71% | Q2 2022 | Q2 2023 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.50% | 0.65% | 1.07% | Q4 2013 | Q4 2014 | 5 |
Campbell Wealth Management | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q4 2019 | 5 |
ROCKLAND TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Fiduciary Group LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
KCM INVESTMENT ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
SWS Partners | 5 | 5 | 1.16% | 1.31% | 1.62% | Q4 2017 | Q4 2018 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 3 | 2 | 0.01% | 0.14% | 0.25% | Q1 2014 | Q3 2022 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
StoneX Group Inc. | 3 | 1 | 0.04% | 0.11% | 0.34% | Q2 2017 | Q3 2023 | 5 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 5 | 5 | 0.02% | 0.03% | 0.09% | Q2 2013 | Q2 2014 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Princeton Global Asset Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Hirtle Callaghan & Co LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 5 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
NORGES BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.66% | 0.80% | 0.84% | Q3 2022 | Q3 2023 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 5 |
Geller Advisors LLC | 5 | 5 | 0.06% | 0.14% | 0.18% | Q3 2021 | Q3 2022 | 5 |
Glassman Wealth Services | 5 | 5 | 0.07% | 0.08% | 0.10% | Q1 2017 | Q1 2018 | 5 |
MEEDER ASSET MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
Wealthspire Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.68% | 1.06% | 1.35% | Q3 2015 | Q3 2016 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 5 |
Lebenthal Holdings,LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q2 2015 | Q2 2016 | 5 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q2 2021 | 4 |
Crescent Capital Consulting, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q1 2021 | Q4 2021 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.10% | 0.13% | 0.16% | Q2 2013 | Q1 2014 | 4 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Pine River Capital Management L.P. | 2 | 1 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q4 2016 | 4 |
SII INVESTMENTS INC/WI | 4 | 4 | 0.18% | 0.20% | 0.22% | Q2 2013 | Q1 2014 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.21% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.84% | 0.86% | 0.91% | Q4 2022 | Q3 2023 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Wilks Brothers, LLC | 4 | 4 | 0.22% | 0.62% | 1.07% | Q2 2018 | Q1 2019 | 4 |
STATE OF WISCONSIN INVESTMENT BOARD | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Measured Wealth Private Client Group, LLC | 4 | 4 | 0.13% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 4 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 4 | 4 | 0.73% | 0.84% | 1.12% | Q1 2016 | Q4 2016 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Commonwealth Financial Services, LLC | 4 | 4 | 0.30% | 0.34% | 0.38% | Q4 2014 | Q3 2015 | 4 |
CAZ INVESTMENTS LP | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Castleview Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
CALTON & ASSOCIATES, INC. | 3 | 1 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q1 2020 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 0.94% | 1.28% | 1.45% | Q4 2022 | Q3 2023 | 4 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q1 2022 | 4 |
TCG Advisory Services, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
IMPAX ASSET MANAGEMENT LLC | 4 | 4 | 0.07% | 0.14% | 0.23% | Q4 2013 | Q3 2014 | 4 |
Concorde Asset Management, LLC | 3 | 1 | 0.15% | 0.23% | 0.41% | Q1 2017 | Q2 2019 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.26% | 0.40% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
KOCH INDUSTRIES INC | 4 | 4 | 0.13% | 0.18% | 0.22% | Q1 2017 | Q4 2017 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Van Hulzen Asset Management, LLC | 3 | 1 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q2 2023 | 4 |
C M BIDWELL & ASSOCIATES LTD | 3 | 1 | 0.00% | 0.05% | 0.07% | Q3 2020 | Q1 2023 | 4 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.19% | 0.22% | 0.24% | Q1 2019 | Q4 2019 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 1.08% | 1.14% | 1.19% | Q4 2022 | Q3 2023 | 4 |
Bayesian Capital Management, LP | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q4 2020 | 4 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 4 | 4 | 1.99% | 3.13% | 5.46% | Q4 2021 | Q3 2022 | 4 |
Relative Value Partners, LLC | 4 | 4 | 0.03% | 0.07% | 0.10% | Q2 2014 | Q1 2015 | 4 |
Grandeur Peak Global Advisors, LLC | 4 | 4 | 0.83% | 1.02% | 1.26% | Q2 2013 | Q1 2014 | 4 |
BLACKTHORN INVESTMENT GROUP LLC | 4 | 4 | 0.35% | 1.24% | 2.27% | Q4 2013 | Q3 2014 | 4 |
Swiss National Bank | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Rafferty Asset Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2019 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
UBS ASSET MANAGEMENT AMERICAS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Elequin Capital, LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.66% | 0.80% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Dana Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Partners LLC | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Oakwell Private Wealth Management, LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
DOWLING & YAHNKE LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Brendel Financial Advisors LLC | 4 | 4 | 1.44% | 3.01% | 4.09% | Q2 2022 | Q1 2023 | 4 |
Atom Investors LP | 2 | 1 | 0.01% | 0.09% | 0.19% | Q1 2020 | Q2 2023 | 4 |
Canal Capital Management, LLC | 4 | 4 | 0.05% | 0.07% | 0.13% | Q4 2022 | Q3 2023 | 4 |
FNY Investment Advisers, LLC | 4 | 4 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q3 2021 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ARDSLEY ADVISORY PARTNERS LP | 3 | 1 | 1.07% | 2.10% | 3.01% | Q1 2014 | Q1 2018 | 4 |
Bartlett & Co. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.26% | 0.29% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Northern Right Capital Management, L.P. | 4 | 4 | 0.22% | 0.37% | 0.53% | Q4 2019 | Q3 2020 | 4 |
NEIRG Wealth Management, LLC | 4 | 4 | 0.17% | 0.18% | 0.20% | Q3 2022 | Q2 2023 | 4 |
SITTNER & NELSON, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
BOSTON PRIVATE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
PayPay Securities Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Glaxis Capital Management, LLC | 3 | 1 | 1.25% | 2.87% | 4.66% | Q2 2013 | Q2 2014 | 4 |
BlackRock Fund Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Ellis Investment Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Ergoteles LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q4 2022 | 4 |
VOYA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Kathmere Capital Management, LLC | 4 | 4 | 0.10% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
WESTWOOD HOLDINGS GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
CITY HOLDING CO | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 4 |
First Allied Asset Management, Inc. | 4 | 4 | 0.82% | 0.90% | 0.95% | Q4 2013 | Q3 2014 | 4 |
IBM Retirement Fund | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
WealthTrust Fairport, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Fisher Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
TEACHERS ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Evolution Advisers, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Vectors Research Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 4 |
WILLIAMS JONES & ASSOCIATES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Quantamental Technologies LLC | 3 | 1 | 0.07% | 0.16% | 0.29% | Q2 2019 | Q3 2022 | 4 |
WASHINGTON TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 4 |
FARMERS & MERCHANTS INVESTMENTS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 4 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
MCDONALD PARTNERS LLC | 4 | 4 | 0.11% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Hoxton Financial, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Dynasty Wealth Management, LLC | 4 | 4 | 0.07% | 0.27% | 0.40% | Q4 2017 | Q3 2018 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.01% | 0.06% | 0.11% | Q4 2014 | Q1 2020 | 4 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.14% | 0.23% | 0.40% | Q4 2015 | Q1 2019 | 4 |
Disciplined Investments, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Utah Retirement Systems | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
MinichMacGregor Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 4 |
Modera Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2022 | 4 |
VANGUARD GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
CAPSTONE ASSET MANAGEMENT CO | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
MILES CAPITAL, INC. | 4 | 4 | 0.56% | 0.63% | 0.66% | Q2 2016 | Q1 2017 | 4 |
Prossimo Advisors, LLC | 4 | 4 | 0.47% | 0.91% | 1.18% | Q4 2022 | Q3 2023 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q3 2018 | 4 |
Wedmont Private Capital | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Ascendant Capital Management, LLC | 4 | 4 | 0.41% | 0.86% | 1.12% | Q4 2020 | Q3 2021 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.04% | 0.24% | 0.47% | Q3 2017 | Q4 2019 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Centric Wealth Management | 2 | 1 | 0.63% | 0.75% | 0.98% | Q2 2020 | Q1 2021 | 3 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 3 | 3 | 0.31% | 0.34% | 0.37% | Q4 2013 | Q2 2014 | 3 |
Signition LP | 2 | 1 | 0.18% | 0.19% | 0.21% | Q2 2018 | Q1 2019 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 3 |
Cambria Investment Management, L.P. | 2 | 1 | 0.02% | 0.12% | 0.29% | Q1 2017 | Q1 2019 | 3 |
GARDNER LEWIS ASSET MANAGEMENT L P | 3 | 3 | 0.03% | 0.05% | 0.07% | Q3 2016 | Q1 2017 | 3 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.04% | 0.05% | Q2 2020 | Q2 2020 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
KING LUTHER CAPITAL MANAGEMENT CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 3 |
Artemis Investment Management LLP | 2 | 1 | 0.12% | 0.13% | 0.15% | Q1 2015 | Q4 2016 | 3 |
Counsel Portfolio Services Inc. | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Red Rocks Capital LLC | 3 | 3 | 4.21% | 5.21% | 6.42% | Q4 2014 | Q2 2015 | 3 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2020 | 3 |
PIEDMONT INVESTMENT ADVISORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Forty4 Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Fortress Investment Group LLC | 3 | 3 | 0.03% | 0.07% | 0.13% | Q4 2014 | Q2 2015 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
CVA Family Office, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Aveo Capital Partners, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 3 | 0.18% | 0.70% | 1.06% | Q2 2013 | Q4 2013 | 3 |
Bank of New Hampshire | 3 | 3 | 0.18% | 0.33% | 0.46% | Q1 2023 | Q3 2023 | 3 |
WESBANCO BANK INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Freedom Investment Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 3 |
CADENCE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q1 2014 | 3 |
Pictet North America Advisors SA | 3 | 3 | 0.19% | 0.22% | 0.26% | Q2 2022 | Q4 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
WELD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.14% | 0.26% | 0.38% | Q4 2018 | Q2 2019 | 3 |
20/20 Capital Management, Inc. | 3 | 3 | 0.08% | 0.30% | 0.49% | Q4 2019 | Q2 2020 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 3 |
XR Securities LLC | 2 | 2 | 0.00% | 0.03% | 0.09% | Q1 2019 | Q2 2019 | 3 |
People's United Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 3 |
NTB Financial Corp | 3 | 3 | 1.38% | 1.43% | 1.46% | Q4 2021 | Q2 2022 | 3 |
Pallas Capital Advisors LLC | 3 | 3 | 0.05% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
MUFG Securities EMEA plc | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2014 | Q4 2014 | 3 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.08% | 0.09% | 0.12% | Q1 2017 | Q1 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Cassady Schiller Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 3 |
Cadence Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Fortis Capital Advisors, LLC | 2 | 1 | 0.01% | 0.16% | 0.45% | Q4 2022 | Q3 2023 | 3 |
Independent Advisor Alliance | 2 | 1 | 0.07% | 0.15% | 0.30% | Q1 2017 | Q4 2019 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Soros Fund Management | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2017 | 3 |
Palo Capital, Inc. | 2 | 1 | 0.07% | 0.09% | 0.11% | Q1 2018 | Q4 2018 | 3 |
Arden Trust Co | 2 | 1 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q1 2020 | 3 |
INTEGRAL DERIVATIVES, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 3 |
ADIRONDACK TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
L & S Advisors Inc | 3 | 3 | 0.10% | 0.12% | 0.14% | Q4 2013 | Q2 2014 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 2 | 1 | 0.01% | 0.63% | 1.41% | Q4 2022 | Q3 2023 | 3 |
New Vernon Capital Holdings II LLC | 3 | 3 | 0.30% | 0.64% | 1.04% | Q3 2022 | Q1 2023 | 3 |
Community Bank, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
McKinley Carter Wealth Services, Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Mid-American Wealth Advisory Group, Inc. | 2 | 1 | 1.44% | 1.82% | 2.14% | Q4 2021 | Q2 2023 | 3 |
Gyon Technologies Capital Management, LP | 3 | 3 | 0.08% | 0.12% | 0.16% | Q1 2022 | Q3 2022 | 3 |
Legacy Wealth Partners, Inc. | 3 | 3 | 0.18% | 0.21% | 0.25% | Q4 2019 | Q2 2020 | 3 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.03% | 0.16% | 0.27% | Q1 2018 | Q4 2020 | 3 |
ArchPoint Investors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 3 | 3 | 0.01% | 0.03% | 0.03% | Q3 2019 | Q1 2020 | 3 |
LOEB PARTNERS CORP | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q4 2013 | 3 |
Plan Group Financial, LLC | 2 | 1 | 0.23% | 0.46% | 0.73% | Q2 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Blueshift Asset Management, LLC | 2 | 1 | 0.03% | 0.08% | 0.11% | Q4 2018 | Q1 2020 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q4 2016 | 3 |
Capital Bank & Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 3 |
Sterling Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2014 | 3 |
ALPHASIMPLEX GROUP, LLC | 3 | 3 | 0.44% | 0.49% | 0.57% | Q1 2019 | Q3 2019 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q1 2017 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q4 2013 | 3 |
Manchester Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 3 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q4 2021 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Spears Abacus Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Stonebridge Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.07% | 0.10% | 0.14% | Q4 2017 | Q2 2018 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2023 | 3 |
Archer Investment Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.11% | 0.18% | 0.25% | Q4 2020 | Q2 2021 | 3 |
Walleye Capital LLC | 1 | 1 | 0.02% | 0.05% | 0.10% | Q3 2018 | Q1 2021 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
GAM SYSTEMATIC LLP | 3 | 3 | 0.06% | 0.20% | 0.29% | Q4 2014 | Q2 2015 | 3 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q4 2016 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.31% | 0.50% | 0.82% | Q1 2022 | Q1 2023 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Bristol Advisors, LLC | 2 | 1 | 0.56% | 1.99% | 4.80% | Q2 2018 | Q1 2019 | 3 |
Invictus RG | 2 | 1 | 0.03% | 0.24% | 0.61% | Q4 2016 | Q3 2018 | 3 |
Principal Street Partners, LLC | 3 | 3 | 2.04% | 2.94% | 4.52% | Q2 2019 | Q4 2019 | 3 |
III Capital Management | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2022 | 3 |
GHP Investment Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.05% | 0.09% | 0.15% | Q4 2014 | Q2 2015 | 3 |
Birch Grove Capital LP | 3 | 3 | 0.42% | 0.68% | 1.12% | Q4 2015 | Q2 2016 | 3 |
WMS Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VESTOR CAPITAL, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Bouchey Financial Group Ltd | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Live Oak Investment Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Left Brain Wealth Management, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TMD Wealth Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Perkins Investment Management, LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q4 2014 | Q1 2015 | 2 |
KANALY TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Sandia Investment Management LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Boyle Capital Management, L.L.C. | 2 | 2 | 0.76% | 0.85% | 0.94% | Q2 2016 | Q3 2016 | 2 |
XTX Topco Ltd | 1 | 1 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q2 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2017 | Q2 2017 | 2 |
FULTON BANK, N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Banco Santander, S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
KG&L Capital Management,LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
SC&H Financial Advisors, Inc. | 2 | 2 | 0.10% | 0.16% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
AMP Capital Investors Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Sciencast Management LP | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2017 | Q2 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FIDUCIARY TRUST INTERNATIONAL LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q3 2017 | 2 |
Antonetti Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Gemmer Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Insight Wealth Strategies, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q3 2019 | Q4 2019 | 2 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.09% | 0.18% | Q4 2021 | Q4 2022 | 2 |
InView Investment Management LLC | 2 | 2 | 2.28% | 2.40% | 2.53% | Q2 2013 | Q3 2013 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.10% | 0.12% | Q1 2017 | Q2 2017 | 2 |
Eisler Capital (US) LLC | 2 | 2 | 0.29% | 1.13% | 1.96% | Q4 2022 | Q1 2023 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Lafayette Investments | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
ELLIOTT MANAGEMENT CORP | 1 | 1 | 0.09% | 0.10% | 0.12% | Q4 2016 | Q2 2017 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Quarry LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2020 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2017 | Q4 2017 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Gerstein Fisher | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.27% | 0.28% | 0.28% | Q2 2023 | Q3 2023 | 2 |
DIMENSIONAL FUND ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cumberland Partners Ltd | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2018 | Q3 2018 | 2 |
TIAA, FSB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
INTREPID FAMILY OFFICE LLC | 2 | 2 | 1.21% | 1.46% | 1.71% | Q4 2021 | Q1 2022 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
J. L. Bainbridge & Co., Inc. | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2020 | Q3 2020 | 2 |
Mercer Investments LLC | 2 | 2 | 2.47% | 2.65% | 2.83% | Q2 2013 | Q3 2013 | 2 |
TRENT CAPITAL MANAGEMENT INC /NC/ | 1 | 1 | 0.22% | 0.27% | 0.32% | Q4 2016 | Q2 2017 | 2 |
Parkwood LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q4 2013 | Q2 2014 | 2 |
CADENCE BANK NA | 2 | 2 | 0.06% | 0.58% | 1.10% | Q2 2022 | Q3 2022 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 2 |
Grandview Asset Management LLC | 1 | 1 | 0.08% | 0.19% | 0.29% | Q1 2021 | Q2 2023 | 2 |
Clear Harbor Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 2 |
Gould Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q2 2017 | 2 |
KLCM Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MQS Management LLC | 2 | 2 | 0.23% | 0.36% | 0.49% | Q1 2023 | Q2 2023 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
GGC Opportunity Fund Management, L.P. | 2 | 2 | 0.50% | 0.53% | 0.56% | Q2 2013 | Q3 2013 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MIZUHO SECURITIES USA LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q4 2022 | 2 |
CHOREO, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q2 2022 | 2 |
DeepCurrents Investment Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Stanley-Laman Group, Ltd. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q2 2017 | 2 |
COWEN INC. | 2 | 2 | 0.22% | 0.25% | 0.27% | Q3 2015 | Q4 2015 | 2 |
Port Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PVG Asset Management | 1 | 1 | 1.42% | 1.54% | 1.66% | Q2 2016 | Q4 2016 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2013 | 2 |
SOLARIS ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Prairiewood Capital, LLC | 2 | 2 | 0.69% | 0.83% | 0.97% | Q2 2023 | Q3 2023 | 2 |
DENALI ADVISORS LLC | 2 | 2 | 0.01% | 0.49% | 0.97% | Q2 2013 | Q3 2013 | 2 |
INHERENT GROUP, LP | 2 | 2 | 0.52% | 0.89% | 1.27% | Q2 2023 | Q3 2023 | 2 |
Greenfield Savings Bank | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q3 2022 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Varde Management, L.P. | 2 | 2 | 9.18% | 9.71% | 10.24% | Q2 2014 | Q3 2014 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2013 | Q3 2013 | 2 |
Paradigm Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
BALESTRA CAPITAL LTD. | 2 | 2 | 0.20% | 1.13% | 2.05% | Q3 2013 | Q4 2013 | 2 |
Standard Family Office LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
DRW Securities, LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 2 |
Van Cleef Asset Management,Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.86% | 0.87% | 0.88% | Q2 2013 | Q3 2013 | 2 |
Savant Capital, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Optas, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Delta Financial Group, Inc. | 2 | 2 | 0.10% | 0.19% | 0.27% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Hudson Bay Capital Management LP | 2 | 2 | 0.09% | 0.13% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Neo Ivy Capital Management | 1 | 1 | 0.03% | 0.25% | 0.46% | Q1 2021 | Q2 2022 | 2 |
Ensign Peak Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 2 |
S.A. Mason LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Koesten, Hirschmann & Crabtree, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 0.24% | 0.96% | 1.69% | Q2 2023 | Q3 2023 | 2 |
Stux Capital Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2013 | Q1 2014 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.11% | 0.15% | 0.19% | Q3 2020 | Q4 2020 | 2 |
JT Stratford LLC | 2 | 2 | 0.22% | 0.34% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2017 | 2 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.05% | 0.10% | 0.14% | Q1 2016 | Q4 2016 | 2 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
EASTERN BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 2 |
Engineers Gate Manager LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
PDT Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q1 2015 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
F3Logic, LLC | 2 | 2 | 0.19% | 0.28% | 0.36% | Q1 2018 | Q2 2018 | 2 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 2 |
Lebenthal Asset Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Prostatis Group LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Norman Fields, Gottscho Capital Management, LLC | 2 | 2 | 0.50% | 0.66% | 0.82% | Q1 2015 | Q2 2015 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q1 2015 | 2 |
S.C. Financial Services, Inc. | 2 | 2 | 0.27% | 0.32% | 0.37% | Q4 2021 | Q1 2022 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q1 2017 | 2 |
BLACKROCK ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Intersect Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Golden State Equity Partners | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 2 | 2 | 0.74% | 0.86% | 0.98% | Q3 2017 | Q4 2017 | 2 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Constellation Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Algebris (UK) Ltd | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2018 | Q1 2018 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Farmer Steven Patrick | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2022 | Q2 2022 | 1 |
Orinda Asset Management LLC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q3 2014 | Q3 2014 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Rathbones Group PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 3.35% | 3.35% | 3.35% | Q1 2023 | Q1 2023 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2016 | Q3 2016 | 1 |
CAXTON CORP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2018 | Q4 2018 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2017 | Q4 2017 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
ENDICOTT MANAGEMENT CO | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2016 | Q3 2016 | 1 |
State of New Jersey Common Pension Fund E | 1 | 1 | 2.46% | 2.46% | 2.46% | Q3 2015 | Q3 2015 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Hillview Capital Advisors, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2017 | Q1 2017 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Scion Asset Management | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2020 | Q4 2020 | 1 |
USCA RIA LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
HARTFORD INVESTMENT MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
IVORY INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2014 | Q4 2014 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2023 | Q1 2023 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bridgewater Advisors Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2014 | Q1 2014 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Manning & Napier Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2014 | Q2 2014 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2014 | Q4 2014 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Trinity Financial Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DEERE & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Xcel Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Ulland Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Root Financial Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Wildcat Capital Management, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2016 | Q1 2016 | 1 |
ROGCO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2019 | Q3 2019 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2019 | Q3 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Accel Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
IBERIABANK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
REGATTA CAPITAL GROUP, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2014 | Q2 2014 | 1 |
MCIA Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXS Investments LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
MENDON CAPITAL ADVISORS CORP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2013 | Q4 2013 | 1 |
State of Wyoming | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Lee Financial Co | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
D.B. Root & Company, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Watershed Asset Management, L.L.C. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2015 | Q3 2015 | 1 |
Bodri Capital Management, LLC | 1 | 1 | 3.13% | 3.13% | 3.13% | Q3 2014 | Q3 2014 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Artisan Partners Limited Partnership | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Richard P Slaughter Associates Inc | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2023 | Q4 2023 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
JBF Capital, Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2014 | Q4 2014 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
TCF National Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Caprock Group, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2014 | Q4 2014 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SIGMA INVESTMENT COUNSELORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KBC Group NV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Portolan Capital Management | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2016 | Q4 2016 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2019 | Q4 2019 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Rollins Financial | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Columbia Pacific Advisors, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2013 | Q3 2013 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Revisor Wealth Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2013 | Q1 2013 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TIGER GLOBAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DPM Capital LLC | 1 | 1 | 6.57% | 6.57% | 6.57% | Q4 2018 | Q4 2018 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
RELIANCE TRUST CO | 1 | 1 | 4.05% | 4.05% | 4.05% | Q4 2018 | Q4 2018 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2017 | Q1 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Draper Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ADE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
STEPH & CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Samjo Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Alden Global Capital LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q1 2020 | Q1 2020 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2021 | Q3 2021 | 1 |
Numeric Investors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ninety One UK Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Paulson & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Man Group plc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
Bray Capital Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2017 | Q1 2017 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ADAR Investment Management LP | 1 | 1 | 4.33% | 4.33% | 4.33% | Q3 2014 | Q3 2014 | 1 |
RWQ Financial Management Services, Inc. | 1 | 1 | 2.06% | 2.06% | 2.06% | Q4 2021 | Q4 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RP Investment Advisors LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
OAKBROOK INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2015 | Q4 2015 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
King Wealth Management Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2023 | Q1 2023 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2016 | Q4 2016 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Glenview Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2017 | Q2 2017 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Surevest, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
HARVEST CAPITAL MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own ARES CAP CORP or have owned ARES CAP CORP in the past.