Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 94 |
Citadel Advisors | 28 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 62 |
HUNTINGTON NATIONAL BANK | 29 | 2 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 54 |
GLENMEDE TRUST CO NA | 23 | 1 | 0.00% | 0.00% | 0.02% | Q3 2007 | Q3 2023 | 52 |
BARCLAYS PLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 50 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.01% | Q1 2012 | Q3 2023 | 49 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 44 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 1 | 0.00% | 0.23% | 0.74% | Q2 2010 | Q3 2023 | 43 |
KEYBANK NATIONAL ASSOCIATION/OH | 43 | 43 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
HARDING LOEVNER LP | 42 | 42 | 0.09% | 0.74% | 1.45% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.01% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Welch Group, LLC | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Hayek Kallen Investment Management | 42 | 42 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CHICKASAW CAPITAL MANAGEMENT LLC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 29 | 12 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
M&T BANK CORP | 37 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
BANK OF MONTREAL /CAN/ | 38 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
FDx Advisors, Inc. | 33 | 7 | 0.01% | 0.06% | 0.25% | Q3 2013 | Q3 2023 | 40 |
BOKF, NA | 25 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.01% | 0.03% | 0.15% | Q4 2013 | Q3 2023 | 40 |
BROWN ADVISORY INC | 39 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 40 |
HighTower Advisors, LLC | 33 | 6 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 39 |
St. Johns Investment Management Company, LLC | 39 | 39 | 0.11% | 0.52% | 1.36% | Q1 2014 | Q3 2023 | 39 |
Sequoia Financial Advisors, LLC | 39 | 39 | 0.00% | 0.04% | 0.18% | Q1 2014 | Q3 2023 | 39 |
STATE STREET CORP | 15 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
J.P. Morgan Private Wealth Advisors LLC | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
SIGNATUREFD, LLC | 27 | 4 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 38 |
NORGES BANK | 33 | 2 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q4 2022 | 38 |
BNP PARIBAS FINANCIAL MARKETS | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
PITCAIRN CO | 19 | 2 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 37 |
Creative Planning | 23 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 37 |
Spot Trading L.L.C | 8 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 37 |
Tower Research Capital LLC (TRC) | 20 | 2 | 0.00% | 0.00% | 0.04% | Q3 2013 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2022 | 36 |
HSBC HOLDINGS PLC | 14 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
CREDIT SUISSE AG/ | 11 | 2 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 35 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.06% | 0.12% | Q2 2015 | Q3 2023 | 34 |
GFS Advisors, LLC | 18 | 3 | 0.01% | 1.34% | 3.76% | Q2 2013 | Q3 2023 | 34 |
Carroll Financial Associates, Inc. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 34 |
AMERICAN NATIONAL INSURANCE CO | 34 | 34 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2021 | 34 |
WESTWOOD HOLDINGS GROUP INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
STIFEL FINANCIAL CORP | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 33 |
ADVISOR PARTNERS LLC | 20 | 2 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q2 2022 | 33 |
Raymond James Financial Services Advisors, Inc. | 31 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 32 |
Mariner, LLC | 32 | 32 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.10% | 1.15% | 1.85% | Q2 2013 | Q1 2021 | 32 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 32 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.10% | 0.25% | Q2 2013 | Q4 2020 | 31 |
PEAK6 Group LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2017 | 31 |
SCOUT INVESTMENTS, INC. | 26 | 2 | 0.00% | 0.06% | 0.10% | Q3 2013 | Q4 2021 | 31 |
DEUTSCHE BANK AG\ | 26 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2021 | 31 |
Cutler Group LLC / CA | 9 | 2 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q2 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
ING GROEP NV | 31 | 31 | 0.02% | 0.09% | 0.16% | Q1 2016 | Q3 2023 | 31 |
Invesco Ltd. | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
PARK AVENUE SECURITIES LLC | 30 | 30 | 0.01% | 0.03% | 0.12% | Q2 2016 | Q3 2023 | 30 |
AUGUSTINE ASSET MANAGEMENT INC | 27 | 3 | 0.08% | 0.73% | 1.22% | Q2 2013 | Q1 2021 | 30 |
IPG Investment Advisors LLC | 28 | 2 | 0.02% | 0.18% | 0.68% | Q4 2013 | Q1 2023 | 30 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.01% | 0.12% | Q2 2014 | Q3 2023 | 29 |
LPL Financial LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 29 |
Dorsey & Whitney Trust CO LLC | 19 | 10 | 0.01% | 0.03% | 0.09% | Q2 2016 | Q3 2023 | 29 |
Ballentine Partners, LLC | 18 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 29 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 27 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2021 | 29 |
WHITTIER TRUST CO | 23 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.09% | 0.14% | Q2 2013 | Q1 2020 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Fisher Asset Management, LLC | 28 | 28 | 0.00% | 0.24% | 0.48% | Q4 2016 | Q3 2023 | 28 |
TCTC Holdings, LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.04% | 0.08% | 0.16% | Q1 2017 | Q3 2023 | 27 |
OPTIMUM INVESTMENT ADVISORS | 27 | 27 | 0.16% | 0.32% | 0.64% | Q2 2017 | Q4 2023 | 27 |
GREENLEAF TRUST | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
FIRST TRUST ADVISORS LP | 18 | 2 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2022 | 27 |
GUGGENHEIM CAPITAL LLC | 21 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2021 | 27 |
Capital Research Global Investors | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2019 | 26 |
Cubist Systematic Strategies, LLC | 19 | 2 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2022 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Lesa Sroufe & Co | 21 | 5 | 1.31% | 2.75% | 4.96% | Q1 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 22 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.03% | 0.07% | 0.15% | Q3 2016 | Q3 2023 | 26 |
Bridgeworth, LLC | 23 | 3 | 0.02% | 0.06% | 0.21% | Q4 2016 | Q3 2023 | 26 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 26 |
GROUP ONE TRADING, L.P. | 10 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2022 | 26 |
COMMERCE BANK | 25 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
Caprock Group, LLC | 11 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.07% | 0.11% | 0.16% | Q4 2016 | Q4 2022 | 25 |
Simplicity Solutions, LLC | 11 | 6 | 0.00% | 0.03% | 0.25% | Q4 2016 | Q2 2023 | 25 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 5 | 0.00% | 0.15% | 0.65% | Q3 2016 | Q3 2023 | 25 |
BlackRock Inc. | 13 | 12 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
CADENCE BANK NA | 25 | 25 | 0.06% | 0.20% | 0.47% | Q3 2013 | Q3 2019 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q2 2023 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.01% | 0.08% | 0.22% | Q3 2016 | Q3 2022 | 25 |
First Horizon Advisors, Inc. | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 25 |
CWM, LLC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
LAKE STREET ADVISORS GROUP, LLC | 24 | 24 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
UBS ASSET MANAGEMENT AMERICAS INC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2019 | 24 |
ClearBridge Investments | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 24 |
FMR LLC | 21 | 3 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 24 |
D.A. DAVIDSON & CO. | 24 | 24 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
BB&T SECURITIES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2019 | 24 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 24 |
Advisors Asset Management, Inc. | 9 | 7 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 22 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 23 |
ASSETMARK, INC | 12 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2022 | 23 |
One Wealth Advisors, LLC | 23 | 23 | 0.06% | 0.14% | 0.26% | Q4 2017 | Q2 2023 | 23 |
Pacer Advisors, Inc. | 6 | 1 | 0.00% | 0.03% | 0.15% | Q4 2013 | Q3 2023 | 23 |
Veritable, L.P. | 12 | 2 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q2 2020 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2018 | 23 |
BigSur Wealth Management LLC | 13 | 10 | 0.02% | 0.18% | 0.60% | Q4 2016 | Q3 2022 | 23 |
Atria Investments, Inc | 8 | 2 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 23 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 22 |
SYNOVUS FINANCIAL CORP | 16 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2020 | 22 |
People's United Financial, Inc. | 22 | 22 | 0.00% | 0.08% | 0.14% | Q2 2013 | Q3 2018 | 22 |
EARNEST PARTNERS LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2019 | 22 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q1 2023 | 22 |
AE Wealth Management LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 22 |
Ballew Advisors, Inc | 22 | 22 | 0.03% | 0.06% | 0.09% | Q1 2018 | Q2 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
CAMBIAR INVESTORS LLC | 21 | 21 | 0.00% | 1.48% | 3.66% | Q2 2013 | Q2 2018 | 21 |
PICTET ASSET MANAGEMENT LTD | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
Janney Montgomery Scott LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Heathbridge Capital Management Ltd. | 20 | 20 | 3.74% | 5.46% | 7.31% | Q3 2015 | Q2 2020 | 20 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 20 |
Sterling Capital Management LLC | 16 | 4 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2019 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Waverly Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 20 |
BROWN BROTHERS HARRIMAN & CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 20 |
INTRUST BANK NA | 20 | 20 | 0.04% | 0.22% | 0.34% | Q4 2013 | Q3 2018 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
PRUDENTIAL FINANCIAL INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Timber Hill LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2018 | 20 |
WRAPMANAGER INC | 9 | 4 | 0.04% | 0.09% | 0.15% | Q4 2015 | Q3 2023 | 19 |
Point View Wealth Management, Inc. | 19 | 19 | 0.04% | 0.13% | 0.30% | Q4 2013 | Q2 2018 | 19 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2018 | 19 |
Pinnacle Bancorp, Inc. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 19 |
SHELTON CAPITAL MANAGEMENT | 19 | 19 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 19 |
Avestar Capital, LLC | 19 | 19 | 0.02% | 0.06% | 0.10% | Q4 2017 | Q2 2022 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
BTC Capital Management, Inc. | 19 | 19 | 0.03% | 0.06% | 0.12% | Q3 2015 | Q1 2020 | 19 |
Cerity Partners LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 5 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 18 |
NEXT Financial Group, Inc | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 18 |
Aristotle Capital Management, LLC | 18 | 18 | 0.00% | 1.55% | 2.44% | Q4 2015 | Q1 2020 | 18 |
Cresset Asset Management, LLC | 16 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 18 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.03% | 0.16% | Q2 2019 | Q3 2023 | 18 |
TWO SIGMA ADVISERS, LP | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 18 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2022 | 18 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.03% | 0.30% | Q3 2017 | Q3 2023 | 18 |
PRINCIPAL FINANCIAL GROUP INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 18 |
Abacus Planning Group, Inc. | 17 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 18 |
PEAPACK GLADSTONE FINANCIAL CORP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
RAYMOND JAMES TRUST N.A. | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Clarius Group, LLC | 13 | 4 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 17 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.02% | 0.08% | Q4 2012 | Q3 2021 | 17 |
RHUMBLINE ADVISERS | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 17 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.00% | 0.09% | 0.47% | Q1 2015 | Q3 2023 | 17 |
Walleye Trading LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 17 |
Commonwealth Equity Services, Inc | 13 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2017 | 17 |
Rockefeller Capital Management L.P. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 17 |
JBF Capital, Inc. | 17 | 17 | 0.01% | 0.05% | 0.12% | Q3 2019 | Q3 2023 | 17 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 17 |
Cornerstone Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2019 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.07% | 0.14% | 0.22% | Q2 2013 | Q2 2017 | 17 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Aureus Asset Management, LLC | 13 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 16 |
SAGE RHINO CAPITAL LLC | 15 | 1 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 16 |
Glassman Wealth Services | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 2 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 16 |
Independent Portfolio Consultants, Inc. | 16 | 16 | 0.00% | 0.07% | 0.17% | Q3 2013 | Q2 2017 | 16 |
SHELL ASSET MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 16 |
THOMAS WHITE INTERNATIONAL LTD | 16 | 16 | 0.22% | 0.56% | 1.05% | Q3 2016 | Q2 2020 | 16 |
Ellevest, Inc. | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Smithfield Trust Co | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2020 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
INGALLS & SNYDER LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.03% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BAILARD, INC. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Winslow, Evans & Crocker, Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2019 | 15 |
Arden Trust Co | 13 | 2 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Virtu KCG Holdings LLC | 11 | 4 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q2 2017 | 15 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 15 |
GENESEE VALLEY TRUST CO | 15 | 15 | 0.09% | 0.17% | 0.30% | Q2 2014 | Q4 2017 | 15 |
Parallax Volatility Advisers, L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 15 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2015 | 15 |
PERSONAL CFO SOLUTIONS, LLC | 12 | 3 | 0.01% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.03% | Q3 2011 | Q3 2015 | 15 |
Covenant Partners, LLC | 15 | 15 | 0.04% | 0.25% | 0.60% | Q1 2020 | Q3 2023 | 15 |
NOESIS CAPITAL MANGEMENT CORP | 12 | 3 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 15 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q1 2023 | 15 |
Column Capital Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Freedom Investment Management, Inc. | 7 | 1 | 0.00% | 0.02% | 0.12% | Q1 2016 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q1 2023 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.02% | 0.10% | 0.19% | Q2 2013 | Q4 2016 | 15 |
RELIANCE TRUST CO OF DELAWARE | 11 | 3 | 0.02% | 0.07% | 0.11% | Q4 2013 | Q1 2019 | 14 |
LORD, ABBETT & CO. LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2016 | 14 |
Proficio Capital Partners LLC | 13 | 1 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q2 2019 | 14 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2018 | 14 |
Vanguard Personalized Indexing Management, LLC | 9 | 5 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 14 |
BRINKER CAPITAL INC | 14 | 14 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q2 2020 | 14 |
RMB Capital Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 14 |
DREMAN VALUE MANAGEMENT, L L C | 14 | 14 | 0.00% | 0.28% | 0.69% | Q2 2013 | Q3 2016 | 14 |
Anchor Investment Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 14 |
Avalon Investment & Advisory | 11 | 3 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q4 2017 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q1 2017 | 14 |
MATHER GROUP, LLC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Capital Wealth Planning, LLC | 9 | 1 | 0.00% | 0.05% | 0.08% | Q1 2015 | Q3 2023 | 14 |
Zions Bancorporation | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2018 | 14 |
Community Bank & Trust, Waco, Texas | 14 | 14 | 0.06% | 0.08% | 0.10% | Q4 2015 | Q1 2019 | 14 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 1 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 14 |
American Assets Investment Management, LLC | 13 | 1 | 0.06% | 0.27% | 0.50% | Q3 2016 | Q1 2020 | 14 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 13 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q2 2016 | 13 |
Plante Moran Financial Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Bartlett & Co. LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 13 |
EAGLE ASSET MANAGEMENT INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2020 | 13 |
Balentine LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2020 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 13 |
FRANKLIN RESOURCES INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 13 |
CAPITAL ONE, NATIONAL ASSOCIATION | 7 | 6 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2018 | 13 |
CLEARBRIDGE, LLC | 13 | 13 | 0.02% | 0.16% | 0.84% | Q2 2013 | Q2 2016 | 13 |
Geneos Wealth Management Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 13 |
Keel Point, LLC | 13 | 13 | 0.00% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Oakworth Capital, Inc. | 10 | 1 | 0.00% | 0.05% | 0.16% | Q3 2015 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Gemmer Asset Management LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 13 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.13% | Q1 2018 | Q3 2023 | 13 |
Wolf Group Capital Advisors | 8 | 4 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 12 |
Engineers Gate Manager LP | 4 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q2 2023 | 12 |
McIlrath & Eck, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
MOTCO | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 12 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.12% | 0.25% | 0.51% | Q4 2020 | Q3 2023 | 12 |
CapWealth Advisors, LLC | 7 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2016 | 12 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 10 | 2 | 0.15% | 0.26% | 0.44% | Q3 2013 | Q2 2022 | 12 |
ROTHSCHILD INVESTMENT LLC /IL | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q2 2017 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
NEW YORK STATE COMMON RETIREMENT FUND | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
DELTA ASSET MANAGEMENT LLC/TN | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
EVOKE WEALTH, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
Allen Capital Group, LLC | 12 | 12 | 0.75% | 1.81% | 3.43% | Q4 2017 | Q3 2020 | 12 |
SVB WEALTH LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 12 |
ATLAS CAPITAL ADVISORS LLC | 11 | 1 | 0.10% | 0.14% | 0.34% | Q1 2018 | Q3 2023 | 12 |
Qtron Investments LLC | 12 | 12 | 0.03% | 0.10% | 0.22% | Q4 2020 | Q3 2023 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.02% | 0.10% | Q2 2017 | Q1 2022 | 12 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 7 | 2 | 0.03% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 12 |
Vestmark Advisory Solutions, Inc. | 12 | 12 | 0.00% | 0.07% | 0.44% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
EATON VANCE MANAGEMENT | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
TODD ASSET MANAGEMENT LLC | 7 | 2 | 0.07% | 0.30% | 0.51% | Q2 2013 | Q3 2023 | 12 |
SIT INVESTMENT ASSOCIATES INC | 8 | 3 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2017 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Wealth Planning Services, Inc. | 11 | 11 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q2 2022 | 11 |
RATIONAL ADVISORS LLC | 6 | 5 | 0.03% | 0.57% | 0.98% | Q1 2009 | Q1 2012 | 11 |
Texan Capital Management | 11 | 11 | 0.45% | 0.80% | 1.23% | Q3 2013 | Q1 2016 | 11 |
Tidal Investments LLC | 10 | 1 | 0.01% | 0.22% | 0.73% | Q4 2018 | Q3 2021 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 11 |
1st Global Advisors, Inc. | 9 | 2 | 0.02% | 0.06% | 0.12% | Q2 2014 | Q2 2017 | 11 |
Ipswich Investment Management Co., Inc. | 11 | 11 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q4 2015 | 11 |
Curated Wealth Partners LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 11 |
Claro Advisors LLC | 11 | 11 | 0.03% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Strategic Global Advisors, LLC | 4 | 3 | 0.03% | 0.18% | 0.41% | Q2 2019 | Q3 2023 | 11 |
OppenheimerFunds, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
BRANDES INVESTMENT PARTNERS, LP | 6 | 5 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2019 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Steward Partners Investment Advisory, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.00% | 0.02% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Brinker Capital Investments, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 10 |
Freestone Capital Holdings, LLC | 10 | 10 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q2 2022 | 10 |
Dorsey Wright & Associates | 6 | 4 | 0.05% | 0.87% | 1.14% | Q1 2021 | Q3 2023 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BURKE & HERBERT BANK & TRUST CO | 10 | 10 | 0.13% | 0.16% | 0.18% | Q2 2013 | Q3 2015 | 10 |
TOWNSQUARE CAPITAL LLC | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Shilanski & Associates, Inc. | 6 | 4 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q3 2023 | 10 |
TELEMUS CAPITAL, LLC | 8 | 2 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2019 | 10 |
Ledyard National Bank | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
GABELLI FUNDS LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2021 | 10 |
MGO ONE SEVEN LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 10 |
First Trust Direct Indexing L.P. | 10 | 10 | 0.02% | 0.12% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Venturi Wealth Management, LLC | 7 | 3 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 10 |
EP Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
MACQUARIE GROUP LTD | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 10 |
Estabrook Capital Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Virtu Financial LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2022 | 10 |
Avior Wealth Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
PINNACLE ASSOCIATES LTD | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2015 | 10 |
Oakwell Private Wealth Management, LLC | 10 | 10 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q1 2023 | 10 |
OLD NATIONAL BANCORP /IN/ | 7 | 3 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q1 2016 | 10 |
MISSION WEALTH MANAGEMENT, LP | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2019 | 10 |
Veracity Capital LLC | 6 | 4 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
WRIGHT INVESTORS SERVICE INC | 9 | 1 | 0.04% | 1.40% | 2.62% | Q4 2013 | Q4 2016 | 10 |
Private Capital Group, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 9 |
WESTPAC BANKING CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 9 |
ETRADE Capital Management LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2017 | 9 |
NumerixS Investment Technologies Inc | 7 | 1 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q2 2020 | 9 |
KG&L Capital Management,LLC | 9 | 9 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q4 2020 | 9 |
Cedar Brook Financial Partners, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
MARSHWINDS ADVISORY CO | 9 | 9 | 0.05% | 0.09% | 0.17% | Q2 2013 | Q2 2015 | 9 |
HOWE & RUSLING INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Burns Matteson Capital Management, LLC | 6 | 3 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q2 2023 | 9 |
Legacy Financial Advisors, Inc. | 6 | 3 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 9 |
Whitnell & Co. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 9 |
Fieldpoint Private Securities, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 9 |
COMERICA SECURITIES INC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q4 2018 | 9 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.17% | 0.20% | 0.25% | Q4 2013 | Q4 2015 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 9 |
West Family Investments, Inc. | 5 | 4 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Quantitative Investment Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2020 | 9 |
Meristem Family Wealth, LLC | 6 | 3 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2020 | 9 |
Euclid Advisors LLC | 9 | 9 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q2 2015 | 9 |
WEDBUSH SECURITIES INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Integrated Investment Consultants, LLC | 8 | 1 | 0.00% | 0.04% | 0.06% | Q4 2015 | Q1 2018 | 9 |
Elkfork Partners LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CITY HOLDING CO | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2017 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
BSW Wealth Partners | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 8 |
HighTower Trust Company, N.A. | 7 | 1 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q2 2022 | 8 |
DIMENSION CAPITAL MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Lombard Odier & Cie (Canada), Limited Partnership | 8 | 8 | 0.02% | 0.19% | 0.32% | Q1 2014 | Q4 2015 | 8 |
Convergence Investment Partners, LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2018 | 8 |
Evolution Wealth Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
WELLINGTON MANAGEMENT GROUP LLP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 8 |
CORDA Investment Management, LLC. | 8 | 8 | 0.44% | 0.74% | 1.00% | Q3 2013 | Q2 2015 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
ROCKEFELLER FINANCIAL SERVICES INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2016 | 8 |
Cetera Investment Advisers | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
IBERIABANK CORP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2020 | 8 |
CIBC Asset Management Inc | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Wealthcare Advisory Partners LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2020 | 8 |
Candriam S.C.A. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2022 | 8 |
CITIZENS FINANCIAL GROUP INC/RI | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 8 |
CSat Investment Advisory, L.P. | 6 | 2 | 0.05% | 0.37% | 0.82% | Q2 2018 | Q2 2020 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Capital International Investors | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q4 2018 | 8 |
Altium Wealth Management LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2022 | 8 |
Bayesian Capital Management, LP | 3 | 1 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q2 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Hardman Johnston Global Advisors LLC | 8 | 8 | 0.12% | 0.14% | 0.18% | Q4 2013 | Q3 2015 | 8 |
SRS Capital Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
EDGE ASSET MANAGEMENT, INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2017 | 8 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Bell Investment Advisors, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Truehand, Inc | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Johnson Financial Group, LLC | 6 | 1 | 0.04% | 0.10% | 0.13% | Q4 2016 | Q1 2020 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 7 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2019 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
LVW Advisors, LLC | 7 | 7 | 0.02% | 0.07% | 0.09% | Q4 2020 | Q2 2022 | 7 |
PRIVATE TRUST CO NA | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2022 | 7 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2021 | 7 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 7 |
PDS Planning, Inc | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 7 |
COWEN AND COMPANY, LLC | 7 | 7 | 0.31% | 0.45% | 0.70% | Q1 2020 | Q3 2021 | 7 |
CAPITAL GUARDIAN TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2019 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Vident Investment Advisory, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 7 |
Manchester Capital Management LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 7 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.05% | 0.11% | 0.26% | Q4 2017 | Q3 2023 | 7 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q4 2022 | 7 |
THORNBURG INVESTMENT MANAGEMENT INC | 7 | 7 | 0.14% | 0.64% | 2.52% | Q3 2013 | Q1 2015 | 7 |
Moreno Evelyn V | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Israel Discount Bank of New York | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q3 2018 | 7 |
Hennion & Walsh Asset Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Front Row Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 7 |
MAI Capital Management | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Endowment Wealth Management, Inc. | 5 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q4 2014 | 7 |
Arlington Partners LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2022 | 7 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 7 | 7 | 0.07% | 0.09% | 0.12% | Q2 2016 | Q4 2017 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
A.R.T. Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 7 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2018 | 7 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2017 | 6 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
TORONTO DOMINION BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 6 |
IEQ CAPITAL, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Altrius Capital Management Inc | 6 | 6 | 1.13% | 1.96% | 2.48% | Q2 2022 | Q3 2023 | 6 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2021 | 6 |
Pinnacle Summer Investments, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2015 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.02% | 0.02% | 0.04% | Q3 2013 | Q4 2014 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Nuveen Fund Advisors, LLC | 6 | 6 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q4 2017 | 6 |
Sierra Capital LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 6 |
Ascension Capital Advisors, Inc. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q3 2022 | 6 |
TIEDEMANN ADVISORS, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q1 2019 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.07% | 0.31% | 0.58% | Q4 2021 | Q1 2023 | 6 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2019 | 6 |
ALLIANCEBERNSTEIN L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 6 |
WASHINGTON TRUST BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 1 | 0.00% | 0.10% | 0.28% | Q2 2018 | Q3 2021 | 6 |
Stonegate Investment Group, LLC | 6 | 6 | 0.01% | 0.05% | 0.10% | Q2 2022 | Q3 2023 | 6 |
FNY Investment Advisers, LLC | 3 | 1 | 0.03% | 0.13% | 0.38% | Q4 2018 | Q3 2023 | 6 |
Financial Management Professionals, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
HM PAYSON & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.11% | 0.14% | 0.17% | Q2 2022 | Q3 2023 | 6 |
D'Orazio & Associates, Inc. | 5 | 1 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
HBK Sorce Advisory LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q1 2018 | 6 |
ADVISORY RESEARCH INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 6 |
Lenox Wealth Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 6 |
BlackRock Investment Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q4 2016 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 5 | 0.04% | 0.10% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Fiera Capital Corp | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q4 2018 | 5 |
Granahan Investment Management | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Cranbrook Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Asset Dedication, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 5 |
QCM Cayman, Ltd. | 1 | 1 | 0.05% | 0.40% | 1.22% | Q1 2016 | Q1 2021 | 5 |
AMP Capital Investors Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 5 |
Stevens First Principles Investment Advisors | 5 | 5 | 0.41% | 0.54% | 0.64% | Q3 2017 | Q3 2018 | 5 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Wealth Management Partners, LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 5 |
Salient Capital Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2014 | 5 |
Capital Bank & Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Compagnie Lombard Odier SCmA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q2 2019 | 5 |
Boston Trust Walden Corp | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Lombard Odier Transatlantic Ltd | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 5 |
Acrospire Investment Management LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q2 2017 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Standard Family Office LLC | 2 | 1 | 0.01% | 0.06% | 0.16% | Q4 2020 | Q3 2022 | 5 |
Community Bank, N.A. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 5 |
Cypress Wealth Advisors LLC | 3 | 1 | 0.06% | 0.13% | 0.24% | Q3 2015 | Q1 2017 | 5 |
Optas, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 5 |
Arthur Zaske & Associates, LLC | 5 | 5 | 0.15% | 0.29% | 0.39% | Q4 2016 | Q4 2017 | 5 |
Quantinno Capital Management LP | 5 | 5 | 0.01% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
PARK NATIONAL CORP /OH/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GQG Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Optiver Holding B.V. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 5 |
Airain ltd | 3 | 2 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q2 2016 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 1 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q2 2021 | 5 |
Lourd Capital, LLC | 5 | 5 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q4 2018 | 5 |
RESTON WEALTH MANAGEMENT LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q4 2023 | 5 |
Blueshift Asset Management, LLC | 5 | 5 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q1 2020 | 5 |
TD ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Cordasco Financial Network | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
BALASA DINVERNO & FOLTZ LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.06% | 0.30% | Q4 2021 | Q3 2023 | 5 |
BANK OF NOVA SCOTIA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 5 | 5 | 0.07% | 0.08% | 0.08% | Q4 2016 | Q4 2017 | 5 |
LOOMIS SAYLES & CO L P | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Hedges Asset Management LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
BRIGHTON JONES LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
West Oak Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2018 | 5 |
Aspen Grove Capital, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 4 |
XTX Topco Ltd | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 4 |
Sound Income Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Northside Capital Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 4 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.02% | 0.06% | 0.12% | Q3 2016 | Q3 2018 | 4 |
Ruggie Capital Group | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2018 | 4 |
PROFUND ADVISORS LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2018 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Kathmere Capital Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.04% | 0.15% | Q3 2014 | Q2 2022 | 4 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2020 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Cable Hill Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 4 |
Summit Trail Advisors, LLC | 4 | 4 | 0.06% | 0.14% | 0.24% | Q4 2017 | Q3 2018 | 4 |
Beacon Pointe Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.17% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Sandy Spring Bank | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 4 |
Sageworth Trust Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
SENTINEL ASSET MANAGEMENT, INC. | 4 | 4 | 0.35% | 0.53% | 0.67% | Q4 2013 | Q3 2014 | 4 |
StoneX Group Inc. | 2 | 1 | 0.01% | 0.25% | 0.91% | Q2 2017 | Q1 2022 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
First Personal Financial Services | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 4 |
MARIETTA INVESTMENT PARTNERS LLC | 4 | 4 | 0.23% | 0.38% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Fund Evaluation Group, LLC | 4 | 4 | 0.16% | 0.17% | 0.20% | Q4 2017 | Q3 2018 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DEERE & CO | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q3 2016 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.00% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Savant Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ascent Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.32% | 0.34% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q1 2018 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
BOSTON ADVISORS LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Princeton Alpha Management LP | 2 | 1 | 0.02% | 0.06% | 0.11% | Q2 2015 | Q2 2016 | 3 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
First Allied Asset Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q1 2015 | 3 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
FIRST CITIZENS BANK & TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
Perimeter Capital Partners, LLC | 2 | 2 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2013 | 3 |
Sunbelt Securities, Inc. | 2 | 1 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 3 |
Lebenthal Holdings,LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q2 2016 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
FFT WEALTH MANAGEMENT LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q2 2017 | 3 |
Warren Street Wealth Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2022 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
MUNDER CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
TRUEWEALTH LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 3 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2018 | 3 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Principal Street Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
Waterfront Wealth Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
CLEAR STREET MARKETS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Echo45 Advisors LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 1 | 0.26% | 0.28% | 0.30% | Q4 2019 | Q2 2023 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Argent Trust Co | 3 | 3 | 0.43% | 0.48% | 0.55% | Q2 2022 | Q4 2022 | 3 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2014 | Q3 2014 | 3 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 3 |
SYMMETRY PEAK MANAGEMENT LLC | 3 | 3 | 0.32% | 0.56% | 0.94% | Q2 2013 | Q4 2013 | 3 |
Bluefin Trading, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2018 | 3 |
Werba Rubin Papier Wealth Management | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Lebenthal Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
CREDIT AGRICOLE S A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
FINANCIAL COUNSELORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q1 2017 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Maven Securities LTD | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q3 2018 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q1 2022 | 2 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2019 | 2 |
Jump Trading, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q1 2019 | 2 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q1 2022 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 2 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 0.56% | 0.63% | 0.70% | Q1 2015 | Q2 2015 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.68% | 0.68% | 0.68% | Q4 2014 | Q1 2015 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
JANUS HENDERSON INVESTORS US LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 2 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Hudock, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
SPX Gestao de Recursos Ltda | 2 | 2 | 1.02% | 2.09% | 3.17% | Q2 2014 | Q3 2014 | 2 |
Jackson, Grant Investment Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2017 | 2 |
CSS LLC/IL | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
FULTON BANK, N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Sovarnum Capital L.P. | 2 | 2 | 0.06% | 0.36% | 0.65% | Q4 2017 | Q1 2018 | 2 |
COWA, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RONALD BLUE & CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2017 | Q3 2017 | 2 |
Marathon Trading Investment Management LLC | 2 | 2 | 0.08% | 0.11% | 0.13% | Q3 2015 | Q4 2015 | 2 |
CIDEL ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2018 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Ativo Capital Management LLC | 2 | 2 | 1.37% | 1.44% | 1.52% | Q2 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
abrdn Investment Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q1 2018 | 2 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 2 |
BBVA USA | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2021 | Q3 2021 | 2 |
AMG National Trust Bank | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q1 2018 | 2 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q4 2016 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.04% | 0.07% | 0.09% | Q2 2018 | Q3 2018 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q4 2022 | Q1 2023 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
RENAISSANCE GROUP LLC | 2 | 2 | 0.41% | 0.42% | 0.42% | Q2 2021 | Q3 2021 | 2 |
GAMCO INVESTORS, INC. ET AL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.11% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Perkins Coie Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Taika Capital, LP | 2 | 2 | 2.49% | 3.58% | 4.67% | Q4 2022 | Q1 2023 | 2 |
UNITED MARITIME CAPITAL LLC | 2 | 2 | 0.44% | 0.53% | 0.62% | Q2 2022 | Q3 2022 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 2 |
TCW GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Glovista Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Welch Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Platform Technology Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
BALTIMORE CAPITAL MANAGEMENT, INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2018 | Q3 2018 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HHG & Company, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Wealth Alliance | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Jenkins Wealth | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DEARBORN PARTNERS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ArchPoint Investors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
rhino investment partners, Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Wedmont Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Senvest Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Diligent Investors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
MANA Advisors LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2018 | Q4 2018 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Five Oceans Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
CONNING INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Tradewinds Global Investors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2016 | Q2 2016 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Paragon Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2018 | Q1 2018 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Fourthstone LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Jump Financial, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2011 | Q4 2011 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
EAGLE GLOBAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Farmers National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MIDAS MANAGEMENT CORP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2016 | Q2 2016 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cooperatieve Rabobank U.A. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2013 | Q3 2013 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
G&S Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Centiva Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2021 | Q2 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
VICUS CAPITAL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Goodman Financial Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Zhang Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
QFR Capital Management, L.P. | 1 | 1 | 1.96% | 1.96% | 1.96% | Q4 2014 | Q4 2014 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Amplify Investments, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q1 2018 | Q1 2018 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2015 | Q2 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
Algebris Investments (UK) LLP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2016 | Q4 2016 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trexquant Investment LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2015 | Q1 2015 | 1 |
Weatherstone Capital Management | 1 | 1 | 1.45% | 1.45% | 1.45% | Q4 2018 | Q4 2018 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DRW Securities, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
F3Logic, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own BANCO BILBAO VIZCAYA ARGENTA or have owned BANCO BILBAO VIZCAYA ARGENTA in the past.