Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 125 |
Walleye Trading LLC | 24 | 17 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 105 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 104 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 103 |
Citadel Advisors | 36 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 96 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.06% | Q1 2012 | Q3 2023 | 96 |
WOLVERINE TRADING, LLC | 18 | 11 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 84 |
Cutler Group LLC / CA | 19 | 12 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 77 |
HAP Trading, LLC | 18 | 1 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q3 2023 | 64 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 61 |
Parallax Volatility Advisers, L.P. | 14 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 58 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 52 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2018 | 51 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 45 |
JANE STREET GROUP, LLC | 20 | 2 | 0.00% | 0.02% | 0.12% | Q2 2014 | Q3 2023 | 45 |
HUNTINGTON NATIONAL BANK | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 45 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 44 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2017 | 44 |
SIGNATUREFD, LLC | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 43 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GFS Advisors, LLC | 42 | 42 | 0.01% | 0.67% | 2.18% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Mondrian Investment Partners LTD | 42 | 42 | 0.21% | 0.82% | 1.67% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.02% | 0.13% | 0.31% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.05% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.27% | 0.79% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.01% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 41 | 41 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
SCOTIA CAPITAL INC. | 30 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q2 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 29 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
M&T BANK CORP | 27 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
GLENMEDE TRUST CO NA | 30 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 39 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2022 | 39 |
Advisors Asset Management, Inc. | 30 | 9 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 39 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q1 2018 | 39 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 5 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 39 |
CREDIT SUISSE AG/ | 19 | 8 | 0.00% | 0.01% | 0.06% | Q1 2013 | Q1 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
PEAK6 Investments LLC | 14 | 2 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.01% | 0.04% | 0.18% | Q1 2014 | Q3 2023 | 39 |
Tower Research Capital LLC (TRC) | 13 | 5 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 38 |
HighTower Advisors, LLC | 33 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
JOHNSON INVESTMENT COUNSEL INC | 24 | 14 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 38 |
J.P. Morgan Private Wealth Advisors LLC | 37 | 1 | 0.00% | 0.05% | 0.31% | Q2 2013 | Q1 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2022 | 38 |
LPL Financial LLC | 26 | 12 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 38 |
Checchi Capital Advisers, LLC | 38 | 38 | 0.01% | 0.04% | 0.12% | Q2 2014 | Q3 2023 | 38 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q2 2022 | 37 |
Highlander Capital Management, LLC | 25 | 1 | 0.00% | 0.01% | 0.20% | Q2 2013 | Q3 2023 | 37 |
ING GROEP NV | 31 | 2 | 0.00% | 0.02% | 0.23% | Q3 2013 | Q3 2023 | 37 |
FEDERATED HERMES, INC. | 37 | 37 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 37 |
Private Advisor Group, LLC | 24 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 37 |
DEUTSCHE BANK AG\ | 26 | 7 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q1 2022 | 37 |
BNP PARIBAS FINANCIAL MARKETS | 27 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
JARISLOWSKY, FRASER Ltd | 37 | 37 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2022 | 37 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 36 |
GEODE CAPITAL MANAGEMENT, LLC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2022 | 36 |
FIRST TRUST ADVISORS LP | 28 | 7 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q2 2023 | 35 |
REGIONS FINANCIAL CORP | 21 | 14 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2022 | 35 |
BLUESTEIN R H & CO LLC | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2022 | 35 |
KEYBANK NATIONAL ASSOCIATION/OH | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2023 | 35 |
Legal & General Group Plc | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.00% | 0.00% | 0.07% | Q2 2013 | Q3 2023 | 35 |
Janney Montgomery Scott LLC | 13 | 3 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2023 | 34 |
PROFUND ADVISORS LLC | 34 | 34 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2021 | 34 |
GROUP ONE TRADING, L.P. | 23 | 3 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 34 |
CIBC WORLD MARKET INC. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 34 |
SG Americas Securities, LLC | 16 | 3 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q1 2022 | 34 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 30 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2022 | 34 |
ClearBridge Investments | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 33 |
QUADRANT CAPITAL GROUP LLC | 32 | 1 | 0.00% | 0.05% | 0.14% | Q2 2015 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 33 |
FRONTIER INVESTMENT MGMT CO | 29 | 29 | 0.01% | 0.11% | 0.27% | Q2 2013 | Q2 2020 | 32 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2018 | 32 |
BLAIR WILLIAM & CO/IL | 25 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
WealthTrust Axiom LLC | 32 | 32 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q1 2021 | 32 |
Cetera Advisors LLC | 31 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Dorsey & Whitney Trust CO LLC | 17 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 32 |
Gemmer Asset Management LLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2022 | 32 |
FINANCIAL COUNSELORS INC | 13 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Cordasco Financial Network | 31 | 31 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2021 | 31 |
VALLEY NATIONAL ADVISERS INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.14% | 0.34% | Q2 2013 | Q4 2020 | 31 |
RHUMBLINE ADVISERS | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 31 |
MILLENNIUM MANAGEMENT LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 31 |
BBVA USA Bancshares, Inc. | 27 | 4 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q1 2021 | 31 |
FIRST MANHATTAN CO. LLC. | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
SIMPLEX TRADING, LLC | 20 | 2 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 30 |
EXANE DERIVATIVES | 18 | 18 | 0.00% | 0.16% | 0.85% | Q4 2014 | Q1 2019 | 30 |
WEDBUSH SECURITIES INC | 15 | 4 | 0.01% | 0.03% | 0.08% | Q3 2014 | Q3 2023 | 30 |
SHELTON CAPITAL MANAGEMENT | 29 | 29 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q2 2020 | 30 |
Freedom Investment Management, Inc. | 19 | 1 | 0.00% | 0.02% | 0.12% | Q4 2013 | Q3 2023 | 30 |
BESSEMER GROUP INC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 30 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 30 |
NOMURA HOLDINGS INC | 10 | 6 | 0.00% | 0.04% | 0.46% | Q4 2012 | Q3 2017 | 29 |
Pacer Advisors, Inc. | 12 | 1 | 0.00% | 0.08% | 0.33% | Q4 2013 | Q3 2023 | 29 |
IPG Investment Advisors LLC | 23 | 1 | 0.01% | 0.07% | 0.14% | Q4 2013 | Q4 2022 | 29 |
GUGGENHEIM CAPITAL LLC | 28 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2023 | 29 |
BlackRock Inc. | 27 | 2 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 29 |
Mirae Asset Global Investments Co., Ltd. | 12 | 1 | 0.00% | 0.02% | 0.09% | Q4 2011 | Q1 2022 | 29 |
GUARDIAN CAPITAL ADVISORS LP | 27 | 2 | 0.00% | 0.71% | 1.43% | Q2 2013 | Q2 2022 | 29 |
Compagnie Lombard Odier SCmA | 24 | 5 | 0.00% | 0.00% | 0.04% | Q4 2013 | Q1 2021 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.06% | 0.35% | Q4 2013 | Q4 2020 | 29 |
GREENLEAF TRUST | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
People's United Financial, Inc. | 17 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2021 | 28 |
Cubist Systematic Strategies, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
American Assets Investment Management, LLC | 28 | 28 | 0.05% | 0.30% | 0.42% | Q2 2013 | Q1 2020 | 28 |
World Asset Management Inc | 28 | 28 | 0.03% | 0.15% | 0.22% | Q2 2013 | Q1 2020 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 28 |
TD ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
EAGLE ASSET MANAGEMENT INC | 21 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 28 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
CREDIT AGRICOLE S A | 27 | 27 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
BOKF, NA | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 27 |
LINCOLN NATIONAL CORP | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 27 |
Invesco Ltd. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Ballentine Partners, LLC | 20 | 7 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 27 |
AR ASSET MANAGEMENT INC | 27 | 27 | 0.09% | 0.30% | 0.64% | Q2 2013 | Q4 2019 | 27 |
Russell Investments Group, Ltd. | 26 | 26 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 26 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 24 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2020 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.05% | 0.14% | 0.35% | Q3 2016 | Q3 2023 | 26 |
CIBC Private Wealth Group, LLC | 25 | 1 | 0.00% | 0.04% | 0.09% | Q1 2016 | Q3 2023 | 26 |
TORONTO DOMINION BANK | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 26 |
Hilltop Holdings Inc. | 13 | 1 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 26 |
Caprock Group, LLC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 26 |
WESBANCO BANK INC | 23 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 26 |
FMR LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Hanson & Doremus Investment Management | 26 | 26 | 0.00% | 0.09% | 0.33% | Q2 2013 | Q3 2019 | 26 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 25 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.00% | 0.06% | 0.35% | Q4 2014 | Q4 2022 | 25 |
QCI ASSET MANAGEMENT INC/NY | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2019 | 24 |
LAKE STREET ADVISORS GROUP, LLC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Kovack Advisors, Inc. | 10 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.01% | 0.12% | 0.98% | Q4 2017 | Q3 2023 | 24 |
X-Square Capital, LLC | 24 | 24 | 0.02% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Horizon Kinetics | 23 | 23 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2018 | 23 |
Financial Architects, Inc | 18 | 5 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2020 | 23 |
LAZARD ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 23 |
FDx Advisors, Inc. | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2023 | 23 |
Cornerstone Advisors, Inc. | 14 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2019 | 23 |
Neuberger Berman Group LLC | 10 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
MISSION WEALTH MANAGEMENT, LP | 12 | 4 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2023 | 23 |
HBK Sorce Advisory LLC | 19 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
CWM, LLC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 23 |
ETRADE Capital Management LLC | 15 | 7 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2020 | 22 |
Global Retirement Partners, LLC | 15 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 22 |
Aull & Monroe Investment Management Corp | 22 | 22 | 0.07% | 0.14% | 0.26% | Q2 2014 | Q3 2019 | 22 |
HSBC HOLDINGS PLC | 16 | 6 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q4 2019 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2021 | 22 |
BANK OF NOVA SCOTIA | 18 | 1 | 0.00% | 0.00% | 0.04% | Q1 2013 | Q2 2019 | 22 |
REILLY FINANCIAL ADVISORS, LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 22 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.04% | 0.40% | 2.79% | Q4 2014 | Q3 2023 | 22 |
Rathbones Group PLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2020 | 22 |
Cerity Partners LLC | 11 | 3 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Edge Wealth Management LLC | 9 | 5 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2021 | 21 |
Carroll Financial Associates, Inc. | 14 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2021 | 21 |
Sandy Spring Bank | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 21 |
MOTCO | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
VERTEX ONE ASSET MANAGEMENT INC. | 21 | 21 | 0.04% | 0.65% | 1.42% | Q2 2013 | Q2 2018 | 21 |
Focused Wealth Management, Inc | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2018 | 21 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 21 |
Corbenic Partners LLC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 21 |
Cetera Advisor Networks LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 9 | 1 | 0.00% | 0.13% | 0.20% | Q2 2014 | Q3 2023 | 21 |
TRUIST FINANCIAL CORP | 13 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 21 |
B. Riley Wealth Advisors, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
SUNTRUST BANKS INC | 11 | 10 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2019 | 21 |
EVERGREEN CAPITAL MANAGEMENT LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 21 |
EagleClaw Capital Managment, LLC | 21 | 21 | 0.03% | 0.46% | 1.08% | Q1 2014 | Q1 2019 | 21 |
CANADA PENSION PLAN INVESTMENT BOARD | 21 | 21 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q1 2018 | 21 |
TODD ASSET MANAGEMENT LLC | 10 | 2 | 0.09% | 0.51% | 0.69% | Q2 2014 | Q3 2023 | 21 |
PICTET ASSET MANAGEMENT LTD | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
Gradient Investments LLC | 20 | 20 | 0.00% | 0.03% | 0.11% | Q4 2018 | Q3 2023 | 20 |
WHITTIER TRUST CO | 14 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 20 |
NORGES BANK | 18 | 2 | 0.00% | 0.01% | 0.02% | Q2 2012 | Q2 2017 | 20 |
Saturna Capital CORP | 12 | 8 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2020 | 20 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 20 | 20 | 0.09% | 0.14% | 0.19% | Q2 2013 | Q1 2018 | 20 |
Veritable, L.P. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q2 2021 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
RMB Capital Management, LLC | 15 | 5 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q1 2019 | 20 |
Glassman Wealth Services | 16 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 20 |
WEBSTER BANK, N. A. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 20 |
OLD NATIONAL BANCORP /IN/ | 11 | 9 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 20 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.02% | 0.04% | 0.11% | Q1 2019 | Q3 2023 | 19 |
BROWN BROTHERS HARRIMAN & CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 1 | 0.00% | 0.04% | 0.13% | Q1 2017 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q1 2021 | 19 |
EATON VANCE MANAGEMENT | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2022 | 19 |
Virtu Financial LLC | 10 | 1 | 0.00% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.01% | 0.17% | 0.34% | Q1 2019 | Q3 2023 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2018 | 19 |
FRANKLIN RESOURCES INC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Timber Hill LLC | 18 | 18 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2017 | 18 |
GAMBLE JONES INVESTMENT COUNSEL | 18 | 18 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q4 2020 | 18 |
SVB WEALTH LLC | 7 | 5 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 18 |
Cresset Asset Management, LLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 18 |
SP Asset Management | 18 | 18 | 0.00% | 0.04% | 0.36% | Q2 2018 | Q3 2022 | 18 |
Osborn Williams & Donohoe LLC | 18 | 18 | 0.03% | 0.08% | 0.13% | Q4 2015 | Q1 2020 | 18 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2022 | 18 |
UBS ASSET MANAGEMENT AMERICAS INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2018 | 18 |
AUA CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2021 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2014 | 18 |
Mitsubishi UFJ Asset Management Co., Ltd. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Rehmann Capital Advisory Group | 10 | 1 | 0.00% | 0.02% | 0.05% | Q2 2011 | Q1 2023 | 18 |
FARMERS & MERCHANTS INVESTMENTS INC | 13 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2022 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 18 |
SRS Capital Advisors, Inc. | 9 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 17 |
STUYVESANT CAPITAL MANAGEMENT | 17 | 17 | 0.52% | 1.20% | 1.93% | Q4 2014 | Q4 2018 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
American Portfolios Advisors | 14 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 17 |
MCKINLEY CAPITAL MANAGEMENT LLC | 11 | 6 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2018 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Claraphi Advisory Network, LLC | 17 | 17 | 0.01% | 0.05% | 0.15% | Q1 2018 | Q1 2022 | 17 |
GUARDIAN CAPITAL LP | 10 | 2 | 0.00% | 0.04% | 0.16% | Q4 2013 | Q2 2021 | 17 |
HARDING LOEVNER LP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2023 | 17 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 17 | 17 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q2 2017 | 17 |
STEPHENS INC /AR/ | 9 | 8 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2018 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.10% | 0.23% | 0.35% | Q2 2013 | Q2 2017 | 17 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.05% | 0.17% | Q3 2013 | Q2 2017 | 17 |
Intercontinental Wealth Advisors, LLC | 12 | 5 | 0.02% | 0.04% | 0.04% | Q1 2017 | Q2 2021 | 17 |
NATIONAL PLANNING CORP | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Bangor Savings Bank | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
TWO SIGMA INVESTMENTS, LP | 4 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2019 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Clarius Group, LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
NOESIS CAPITAL MANGEMENT CORP | 16 | 16 | 0.06% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Pinnacle Wealth Planning Services, Inc. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
ARGA Investment Management, LP | 9 | 1 | 0.01% | 0.15% | 0.31% | Q3 2012 | Q3 2018 | 16 |
Mutual Advisors, LLC | 14 | 2 | 0.00% | 0.03% | 0.23% | Q4 2017 | Q3 2022 | 16 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q3 2023 | 15 |
BROWN ADVISORY INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 15 |
Vestmark Advisory Solutions, Inc. | 14 | 1 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.06% | Q3 2011 | Q3 2015 | 15 |
FCA CORP /TX | 8 | 2 | 0.03% | 0.10% | 0.20% | Q2 2013 | Q3 2019 | 15 |
Venture Visionary Partners LLC | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
HighPoint Advisor Group LLC | 14 | 1 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
DONALDSON CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Ipswich Investment Management Co., Inc. | 14 | 1 | 0.01% | 0.44% | 1.50% | Q2 2013 | Q4 2018 | 15 |
Ellevest, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Ethic Inc. | 15 | 15 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q2 2019 | 15 |
Cribstone Capital Management, LLC | 15 | 15 | 0.00% | 0.02% | 0.12% | Q4 2015 | Q2 2019 | 15 |
Regal Investment Advisors LLC | 8 | 7 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2023 | 15 |
Gleason Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
RATIONAL ADVISORS LLC | 5 | 1 | 0.00% | 0.19% | 0.37% | Q1 2009 | Q2 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
FFT WEALTH MANAGEMENT LLC | 8 | 7 | 0.01% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.02% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Yorktown Management & Research Co Inc | 13 | 2 | 0.02% | 0.03% | 0.09% | Q2 2013 | Q1 2018 | 15 |
XR Securities LLC | 5 | 1 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 15 |
Meridian Wealth Management, LLC | 15 | 15 | 0.01% | 0.04% | 0.24% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
RONALD BLUE & CO LLC | 10 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 15 |
Diligent Investors, LLC | 9 | 6 | 0.03% | 0.07% | 0.14% | Q4 2014 | Q3 2018 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 9 | 1 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 15 |
Corient Capital Partners, LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2022 | 15 |
Avior Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.03% | 0.13% | 0.28% | Q2 2013 | Q4 2016 | 15 |
Freestone Capital Holdings, LLC | 13 | 1 | 0.00% | 0.04% | 0.09% | Q4 2019 | Q2 2023 | 14 |
HARTFORD INVESTMENT MANAGEMENT CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 14 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 14 |
Mariner, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 14 |
Camelot Portfolios, LLC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q2 2019 | 14 |
PARK AVENUE SECURITIES LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 14 |
Capital World Investors | 9 | 5 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2019 | 14 |
SG3 Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 14 |
DREMAN VALUE MANAGEMENT, L L C | 14 | 14 | 0.00% | 0.28% | 0.60% | Q2 2013 | Q3 2016 | 14 |
Jefferies Group LLC | 6 | 3 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q4 2019 | 14 |
Capital Wealth Planning, LLC | 11 | 3 | 0.06% | 0.09% | 0.18% | Q3 2014 | Q1 2018 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Brandywine Global Investment Management, LLC | 14 | 14 | 0.02% | 0.29% | 0.51% | Q4 2018 | Q1 2022 | 14 |
J.W. COLE ADVISORS, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Evolution Wealth Advisors, LLC | 9 | 2 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 14 |
WHALEROCK POINT PARTNERS, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q4 2021 | 14 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.03% | 0.09% | 0.13% | Q2 2013 | Q3 2016 | 14 |
Valeo Financial Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 14 |
KELLEHER FINANCIAL ADVISORS | 14 | 14 | 0.04% | 0.10% | 0.19% | Q2 2014 | Q3 2017 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 14 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.08% | 0.39% | Q4 2014 | Q1 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Berman Capital Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2021 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 13 |
Bluefin Trading, LLC | 11 | 11 | 0.00% | 0.27% | 1.58% | Q2 2013 | Q4 2015 | 13 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 13 | 13 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q2 2016 | 13 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 13 |
1832 Asset Management L.P. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2018 | 13 |
Altium Wealth Management LLC | 10 | 3 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q2 2022 | 13 |
Arjuna Capital | 13 | 13 | 0.02% | 0.15% | 0.23% | Q3 2020 | Q3 2023 | 13 |
MASTERS CAPITAL MANAGEMENT LLC | 12 | 1 | 0.20% | 1.00% | 1.47% | Q4 2016 | Q1 2020 | 13 |
Capstone Financial Advisors, Inc. | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2022 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
BALDWIN BROTHERS LLC/MA | 5 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q4 2023 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
HOLLENCREST CAPITAL MANAGEMENT | 9 | 1 | 0.01% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 13 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 13 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 13 |
Wambolt & Associates, LLC | 11 | 2 | 0.02% | 0.05% | 0.15% | Q4 2018 | Q3 2023 | 13 |
ANDERSON HOAGLAND & CO | 13 | 13 | 0.22% | 0.33% | 0.40% | Q2 2017 | Q2 2020 | 13 |
American Research & Management Co. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 13 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
ASSETMARK, INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2021 | 13 |
MARSHALL WACE, LLP | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2019 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 13 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q3 2018 | 13 |
PANAGORA ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 13 |
QUATTRO FINANCIAL ADVISORS LLC | 8 | 2 | 0.04% | 0.14% | 0.29% | Q1 2017 | Q3 2023 | 12 |
Arlington Financial Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 12 |
Telemetry Investments, L.L.C. | 8 | 2 | 0.23% | 0.59% | 1.08% | Q3 2015 | Q4 2021 | 12 |
Alpha Cubed Investments, LLC | 9 | 3 | 0.01% | 0.24% | 1.22% | Q3 2014 | Q3 2018 | 12 |
ProVise Management Group, LLC | 11 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2016 | 12 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2016 | 12 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
BlackRock Investment Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Balentine LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
Larson Financial Group LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 12 |
TRUST CO OF VERMONT | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
CLEAR STREET MARKETS LLC | 4 | 2 | 0.00% | 0.12% | 0.66% | Q1 2014 | Q1 2020 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Point View Wealth Management, Inc. | 12 | 12 | 0.05% | 0.14% | 0.24% | Q4 2013 | Q3 2016 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 12 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2019 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q4 2019 | 12 |
Optas, LLC | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Cypress Wealth Advisors LLC | 7 | 1 | 0.06% | 0.10% | 0.15% | Q4 2015 | Q1 2019 | 12 |
NewSquare Capital LLC | 12 | 12 | 0.01% | 0.07% | 0.17% | Q2 2015 | Q1 2018 | 12 |
Oxbow Advisors, LLC | 12 | 12 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q1 2022 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 0.09% | 0.20% | 0.46% | Q4 2018 | Q3 2021 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.16% | 0.23% | 0.29% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.08% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 12 |
Integrated Investment Consultants, LLC | 7 | 5 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q1 2019 | 12 |
MEITAV INVESTMENT HOUSE LTD | 11 | 11 | 0.00% | 0.03% | 0.14% | Q2 2018 | Q4 2020 | 11 |
Keel Point, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Nicholas Hoffman & Company, LLC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q4 2015 | 11 |
Partnervest Advisory Services LLC | 8 | 3 | 0.00% | 0.52% | 1.09% | Q3 2013 | Q4 2019 | 11 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 4 | 3 | 0.01% | 0.12% | 0.46% | Q4 2015 | Q2 2022 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
DEERE & CO | 9 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2016 | 11 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Wealthspire Advisors, L.P. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2020 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.29% | 0.38% | 0.48% | Q4 2016 | Q2 2019 | 11 |
Anchor Investment Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 11 |
Select Asset Management & Trust | 11 | 11 | 0.94% | 1.28% | 1.76% | Q4 2013 | Q2 2016 | 11 |
Financial Management Professionals, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
WASHINGTON TRUST Co | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 11 |
JNBA Financial Advisors | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2022 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2017 | 11 |
INGALLS & SNYDER LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HANCOCK WHITNEY CORP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 11 |
Capital Research Global Investors | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2020 | 11 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2018 | 11 |
BB&T SECURITIES, LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2019 | 11 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 11 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 11 |
Moloney Securities Asset Management, LLC | 6 | 1 | 0.01% | 0.08% | 0.16% | Q4 2016 | Q4 2020 | 11 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 11 | 11 | 0.03% | 0.05% | 0.12% | Q4 2016 | Q2 2019 | 11 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q2 2019 | 11 |
Banco Santander, S.A. | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Hudson Capital Management LLC | 10 | 10 | 0.27% | 0.65% | 0.95% | Q4 2017 | Q1 2020 | 10 |
Ironsides Asset Advisors, LLC | 10 | 10 | 0.02% | 0.14% | 0.18% | Q2 2014 | Q3 2016 | 10 |
WFG Advisors, LP | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 10 |
A.R.T. Advisors, LLC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q2 2020 | 10 |
Kingfisher Capital LLC | 5 | 1 | 0.34% | 0.60% | 1.12% | Q2 2013 | Q4 2019 | 10 |
Snider Financial Group | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
MCGLINN CAPITAL MANAGEMENT INC | 10 | 10 | 1.34% | 1.93% | 3.25% | Q2 2013 | Q3 2015 | 10 |
Convergence Investment Partners, LLC | 9 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q1 2018 | 10 |
RAYMOND JAMES TRUST N.A. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 10 |
CAPITAL GUARDIAN TRUST CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 10 |
HM PAYSON & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
BSW Wealth Partners | 6 | 4 | 0.01% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 10 |
Manchester Capital Management LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 10 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2020 | 10 |
MUFG Americas Holdings Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q1 2021 | 10 |
Kestra Advisory Services, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Aristotle Capital Management, LLC | 10 | 10 | 1.11% | 1.95% | 2.48% | Q2 2013 | Q3 2015 | 10 |
Caption Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q4 2020 | 10 |
First Personal Financial Services | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2019 | 10 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
Quantitative Investment Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q3 2020 | 10 |
PARK CIRCLE Co | 8 | 8 | 0.40% | 2.75% | 4.85% | Q1 2014 | Q4 2015 | 10 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 10 |
CSat Investment Advisory, L.P. | 10 | 10 | 0.00% | 0.30% | 0.60% | Q2 2018 | Q3 2020 | 10 |
FIRST MERCANTILE TRUST CO | 10 | 10 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Princeton Alpha Management LP | 7 | 1 | 0.02% | 0.08% | 0.24% | Q4 2013 | Q4 2016 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Bellecapital International Ltd. | 10 | 10 | 0.06% | 0.19% | 0.36% | Q3 2017 | Q4 2019 | 10 |
DEARBORN PARTNERS LLC | 10 | 10 | 0.13% | 0.19% | 0.24% | Q2 2013 | Q3 2015 | 10 |
Nepsis Inc. | 10 | 10 | 1.85% | 3.38% | 5.03% | Q4 2013 | Q1 2016 | 10 |
CAMBIAR INVESTORS LLC | 6 | 4 | 0.00% | 1.70% | 2.80% | Q1 2018 | Q4 2021 | 10 |
TRAN CAPITAL MANAGEMENT, L.P. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2015 | 10 |
PINNACLE ASSOCIATES LTD | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 9 |
Lenox Wealth Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
Harrington Investments, INC | 9 | 9 | 0.10% | 0.13% | 0.16% | Q3 2017 | Q3 2019 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 9 |
Independent Portfolio Consultants, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q2 2017 | 9 |
Smithfield Trust Co | 8 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Adero Partners, LLC | 8 | 1 | 0.01% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Investors Capital Advisory Services | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q2 2016 | 9 |
Texan Capital Management | 9 | 9 | 0.15% | 0.39% | 0.68% | Q1 2014 | Q1 2016 | 9 |
FIRST INTERSTATE BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 9 |
Optiver Holding B.V. | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Grove Bank & Trust | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
PDS Planning, Inc | 7 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Arden Trust Co | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2021 | 9 |
Transform Wealth, LLC | 5 | 4 | 0.01% | 0.05% | 0.08% | Q2 2016 | Q3 2018 | 9 |
Activest Wealth Management | 9 | 9 | 0.01% | 0.04% | 0.10% | Q1 2021 | Q1 2023 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 9 |
West Family Investments, Inc. | 5 | 4 | 0.02% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 9 |
ERn Financial, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
THOMAS WHITE INTERNATIONAL LTD | 9 | 9 | 0.25% | 0.84% | 1.06% | Q3 2013 | Q3 2015 | 9 |
Marks Group Wealth Management, Inc | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q4 2022 | 9 |
CULLEN/FROST BANKERS, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Five Oceans Advisors | 9 | 9 | 0.06% | 0.12% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 9 |
INTRUST BANK NA | 8 | 8 | 0.02% | 0.09% | 0.22% | Q1 2018 | Q4 2019 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NEW YORK STATE COMMON RETIREMENT FUND | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q4 2015 | 8 |
BOSTON ADVISORS LLC | 8 | 8 | 0.00% | 0.12% | 0.42% | Q4 2013 | Q3 2015 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q4 2019 | 8 |
Legacy Wealth Asset Management, LLC | 5 | 3 | 0.18% | 0.22% | 0.40% | Q1 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Blume Capital Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
American Trust Investment Advisors, LLC | 8 | 8 | 0.11% | 0.14% | 0.17% | Q4 2014 | Q3 2016 | 8 |
Barry Investment Advisors, LLC | 8 | 8 | 0.00% | 1.28% | 2.79% | Q4 2014 | Q3 2016 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Kazazian Asset Management, LLC | 7 | 1 | 0.06% | 0.16% | 0.58% | Q4 2014 | Q3 2018 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Good Life Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q1 2019 | 8 |
Johnson Financial Group, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 8 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2020 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2017 | 8 |
BAILARD, INC. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 8 |
QCM Cayman, Ltd. | 2 | 1 | 0.02% | 0.37% | 1.18% | Q2 2015 | Q2 2021 | 8 |
Snowden Capital Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Legacy Financial Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 8 |
Quilter Plc | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2021 | 8 |
Prudent Man Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q4 2022 | 8 |
WRAPMANAGER INC | 5 | 3 | 0.01% | 0.08% | 0.12% | Q1 2018 | Q3 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Heritage Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
KB FINANCIAL PARTNERS, LLC | 6 | 2 | 0.00% | 0.07% | 0.14% | Q1 2021 | Q1 2023 | 8 |
CITY NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2015 | 8 |
Sovarnum Capital L.P. | 8 | 8 | 0.22% | 1.12% | 2.79% | Q4 2017 | Q3 2019 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Candriam S.C.A. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SYNOVUS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2020 | 8 |
WASHINGTON TRUST BANK | 7 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q2 2016 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
MILES CAPITAL, INC. | 8 | 8 | 0.07% | 0.13% | 0.17% | Q3 2016 | Q2 2018 | 8 |
Sigma Planning Corp | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 8 |
Capital Bank & Trust Co | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 8 |
Alera Investment Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Enterprise Trust & Investment Co | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 8 |
Apriem Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2017 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Highland Private Wealth Management | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 7 |
Truehand, Inc | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Wealthspire Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 7 |
COMERICA SECURITIES INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 7 |
Merriman Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MAI Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Gould Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SALEM INVESTMENT COUNSELORS INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 7 |
Sageworth Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
TimeScale Financial, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Sonora Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 7 |
Oakworth Capital, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2022 | 7 |
Estabrook Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Cooperatieve Rabobank U.A. | 7 | 7 | 0.17% | 0.57% | 1.26% | Q2 2013 | Q4 2014 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
SHELL ASSET MANAGEMENT CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 7 |
HENNESSY ADVISORS INC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q4 2014 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Crosspoint Capital Strategies, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 7 |
Concord Wealth Partners | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q4 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 7 |
Independent Advisor Alliance | 7 | 7 | 0.02% | 0.08% | 0.16% | Q4 2016 | Q2 2018 | 7 |
Baker Avenue Asset Management, LP | 6 | 1 | 0.00% | 0.07% | 0.20% | Q3 2013 | Q1 2023 | 7 |
Sanders Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q2 2012 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Mandatum Life Insurance Co Ltd | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
McIlrath & Eck, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
PRUDENTIAL PLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2016 | 7 |
Lipe & Dalton | 7 | 7 | 1.89% | 2.87% | 3.28% | Q2 2013 | Q4 2014 | 7 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Brick & Kyle, Associates | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2016 | 7 |
NumerixS Investment Technologies Inc | 7 | 7 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q2 2020 | 7 |
Bell Investment Advisors, Inc | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
LEUTHOLD GROUP, LLC | 4 | 1 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
MILLER VALUE PARTNERS, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q1 2021 | 7 |
BAXTER BROS INC | 7 | 7 | 0.20% | 0.49% | 0.73% | Q2 2014 | Q4 2015 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
BEDDOW CAPITAL MANAGEMENT INC | 7 | 7 | 1.66% | 2.37% | 2.86% | Q2 2013 | Q4 2014 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MATHER GROUP, LLC. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
COWEN AND COMPANY, LLC | 7 | 7 | 0.24% | 0.58% | 1.60% | Q3 2019 | Q1 2021 | 7 |
Bank Julius Baer & Co. Ltd, Zurich | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Squarepoint Ops LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
Tidal Investments LLC | 7 | 7 | 0.10% | 0.37% | 0.64% | Q4 2018 | Q2 2020 | 7 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Eagle Strategies LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2019 | 6 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 6 |
Douglass Winthrop Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 6 |
D. E. Shaw & Co., Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Vident Investment Advisory, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 6 |
Sierra Capital LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Integrated Wealth Concepts LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.03% | 0.13% | 0.19% | Q4 2021 | Q1 2023 | 6 |
Fiera Capital Corp | 4 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 6 |
XTX Topco Ltd | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 6 |
GRATRY & Co LLC | 5 | 1 | 0.58% | 1.71% | 2.76% | Q2 2014 | Q1 2018 | 6 |
Sound Income Strategies, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.00% | 0.03% | 0.05% | Q1 2016 | Q2 2017 | 6 |
Main Street Research LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 6 |
Perigon Wealth Management, LLC | 4 | 2 | 0.01% | 0.06% | 0.12% | Q3 2016 | Q4 2018 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 6 |
Bartlett & Co. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
AXA S.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Newbridge Financial Services Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SHIKIAR ASSET MANAGEMENT INC | 6 | 6 | 0.08% | 0.40% | 0.60% | Q4 2013 | Q1 2015 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 6 |
Placemark Investments, Inc. | 3 | 3 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2014 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Fragasso Group Inc. | 6 | 6 | 0.08% | 0.87% | 1.19% | Q4 2013 | Q1 2015 | 6 |
AMG National Trust Bank | 6 | 6 | 0.12% | 0.15% | 0.17% | Q2 2018 | Q3 2019 | 6 |
Eisler Capital (UK) Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 6 |
AXIOM INVESTORS LLC /DE | 4 | 2 | 0.02% | 0.27% | 0.42% | Q2 2017 | Q1 2019 | 6 |
Southeast Asset Advisors Inc. | 6 | 6 | 0.28% | 0.39% | 0.48% | Q3 2013 | Q4 2014 | 6 |
Plante Moran Financial Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 6 |
Parkside Financial Bank & Trust | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Mitsubishi UFJ Trust & Banking Corp | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2020 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2015 | 6 |
Vantage Investment Partners, LLC | 6 | 6 | 0.47% | 0.65% | 0.90% | Q4 2017 | Q1 2019 | 6 |
WELCH & FORBES LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BOSTON PRIVATE BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 6 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2021 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CSS LLC/IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2017 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.17% | 0.18% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.16% | 0.19% | 0.23% | Q2 2013 | Q3 2014 | 6 |
Atria Investments, Inc | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 6 |
Lenox Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q1 2019 | 6 |
M&R CAPITAL MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 6 |
Jump Trading, LLC | 1 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q1 2019 | 6 |
First Horizon Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.06% | 0.15% | Q4 2015 | Q4 2019 | 5 |
Johnson Financial Group, LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q4 2016 | Q4 2017 | 5 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q1 2019 | 5 |
Forward Management, LLC | 5 | 5 | 0.43% | 0.55% | 0.68% | Q4 2013 | Q4 2014 | 5 |
Avestar Capital, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 5 |
Fusion Family Wealth LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Wealthstream Advisors, Inc. | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Baystate Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Capital International Investors | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q4 2015 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 5 | 5 | 0.00% | 0.68% | 1.18% | Q4 2017 | Q4 2018 | 5 |
Centerpoint Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
First City Capital Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
OPTIMUM INVESTMENT ADVISORS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2019 | 5 |
Global Wealth Management Investment Advisory, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
CIBC BANK USA | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q4 2019 | 5 |
Princeton Global Asset Management LLC | 5 | 5 | 0.37% | 0.60% | 0.82% | Q4 2018 | Q4 2019 | 5 |
Nuveen Fund Advisors, LLC | 5 | 5 | 0.03% | 0.06% | 0.08% | Q3 2016 | Q3 2017 | 5 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2023 | 5 |
Berkeley Capital Partners, LLC | 5 | 5 | 0.36% | 0.45% | 0.55% | Q3 2017 | Q3 2018 | 5 |
HOWE & RUSLING INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 5 |
TELEMUS CAPITAL, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q1 2019 | 5 |
WealthStone, Inc. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2021 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.19% | 0.20% | 0.23% | Q2 2015 | Q2 2016 | 5 |
Westbourne Investment Advisors, Inc. | 4 | 1 | 0.00% | 0.05% | 0.10% | Q2 2015 | Q3 2018 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Gilbert & Cook, Inc. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 5 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
KBC Group NV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Requisite Capital Management, LLC | 3 | 2 | 0.02% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 5 |
Select Equity Group, L.P. | 3 | 3 | 0.08% | 0.16% | 0.36% | Q4 2013 | Q2 2014 | 5 |
Israel Discount Bank of New York | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q1 2019 | 5 |
ALLIANCEBERNSTEIN L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2017 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Archford Capital Strategies, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q1 2015 | 5 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 5 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 5 | 5 | 0.04% | 0.07% | 0.09% | Q4 2014 | Q4 2015 | 5 |
Ignite Planners, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
FNY Investment Advisers, LLC | 3 | 1 | 0.05% | 0.42% | 1.10% | Q4 2018 | Q4 2020 | 5 |
Abundance Wealth Counselors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q1 2021 | 5 |
Ayalon Insurance Comp Ltd. | 5 | 5 | 0.00% | 0.17% | 0.27% | Q1 2015 | Q1 2016 | 5 |
CHOREO, LLC | 4 | 1 | 0.01% | 0.09% | 0.12% | Q1 2014 | Q2 2020 | 5 |
Lourd Capital, LLC | 5 | 5 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q4 2018 | 5 |
KCS Wealth Advisory | 3 | 1 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q3 2020 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 5 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 1 | 0.01% | 0.06% | 0.11% | Q3 2014 | Q2 2017 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
OppenheimerFunds, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Senvest Management, LLC | 3 | 1 | 0.54% | 0.66% | 0.84% | Q3 2013 | Q4 2019 | 5 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
COMERICA SECURITIES,INC. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 5 |
Detwiler Fenton Investment Management LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q1 2012 | Q4 2012 | 4 |
Westend Capital Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2015 | 4 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 4 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.01% | 0.04% | 0.09% | Q2 2018 | Q3 2019 | 4 |
InterOcean Capital Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
TIFF ADVISORY SERVICES, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Savant Capital, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Susquehanna International Securities, Ltd. | 2 | 1 | 0.04% | 0.58% | 1.51% | Q1 2019 | Q4 2019 | 4 |
Banco BTG Pactual S.A. | 3 | 1 | 0.03% | 0.12% | 0.36% | Q1 2021 | Q1 2022 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
TURNER INVESTMENTS LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
PRUDENTIAL FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
GIRARD PARTNERS LTD. | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2015 | Q3 2018 | 4 |
BBR PARTNERS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2020 | 4 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.02% | 0.15% | 0.31% | Q3 2020 | Q3 2023 | 4 |
SAL Trading, LLC | 4 | 4 | 0.07% | 0.10% | 0.15% | Q1 2022 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.08% | 0.16% | Q1 2014 | Q1 2022 | 4 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
JUMP TRADING, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
DORCHESTER WEALTH MANAGEMENT Co | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q2 2019 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2016 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.05% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
Twin Tree Management, LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2014 | 4 |
Aaron Wealth Advisors LLC | 2 | 2 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q1 2022 | 4 |
Amici Capital, LLC | 3 | 1 | 0.21% | 0.25% | 0.28% | Q3 2013 | Q3 2014 | 4 |
HOWLAND CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealth Alliance | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 4 |
Stanford Investment Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Schubert & Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.06% | 0.10% | Q1 2016 | Q3 2017 | 4 |
Ausdal Financial Partners, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q3 2016 | 4 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2013 | 4 |
Freedman Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2019 | 4 |
SIT INVESTMENT ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Qtron Investments LLC | 3 | 1 | 0.08% | 0.12% | 0.17% | Q2 2022 | Q3 2023 | 4 |
Decatur Capital Management, Inc. | 4 | 4 | 0.08% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2017 | 4 |
GRIMES & COMPANY, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Progressive Investment Management Corp | 4 | 4 | 0.02% | 0.06% | 0.17% | Q2 2014 | Q1 2015 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2017 | Q1 2018 | 4 |
Vigilant Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 4 |
Strategic Advisors LLC | 2 | 1 | 0.09% | 0.13% | 0.18% | Q1 2014 | Q2 2015 | 4 |
CRAWFORD INVESTMENT COUNSEL INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
SP Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.06% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Emerald Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 4 |
SkyView Investment Advisors, LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q2 2022 | Q1 2023 | 4 |
RUSSELL FRANK CO/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Baron Wealth Management LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q4 2023 | 4 |
BOURGEON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 4 |
SPX Gestao de Recursos Ltda | 2 | 1 | 0.99% | 1.31% | 2.02% | Q1 2016 | Q4 2019 | 4 |
INSIGHT 2811, INC. | 4 | 4 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q4 2014 | 4 |
CENTRAL TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 4 |
LOEB PARTNERS CORP | 2 | 2 | 0.00% | 0.02% | 0.02% | Q2 2017 | Q1 2019 | 4 |
Mercer Capital Advisers, Inc. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2015 | Q3 2016 | 4 |
BOK Financial Private Wealth, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q1 2019 | 4 |
SECURITY NATIONAL TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.05% | 0.20% | Q4 2021 | Q3 2023 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.18% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Summit Trail Advisors, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 4 |
Salient Capital Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Western Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 3 |
SeaBridge Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
WESTPAC BANKING CORP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
VALLEY WEALTH MANAGERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Stiles Financial Services Inc | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
IMPAX ASSET MANAGEMENT LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Cowen Investment Management LLC | 3 | 3 | 1.13% | 1.17% | 1.24% | Q3 2019 | Q1 2020 | 3 |
InterOcean Capital, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2014 | Q4 2014 | 3 |
STERNE AGEE GROUP, INC. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q1 2015 | 3 |
DAVENPORT & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2021 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 3 |
Kathmere Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
GENESEE VALLEY TRUST CO | 2 | 1 | 0.09% | 0.11% | 0.12% | Q2 2013 | Q1 2018 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 3 |
LOMBARDIA CAPITAL PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
EMORY UNIVERSITY | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2011 | Q4 2011 | 3 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 3 |
LBA Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.03% | 1.01% | 1.87% | Q4 2013 | Q1 2015 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Ratio Wealth Group | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Washington Trust Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Kavar Capital Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2015 | 3 |
Essex Financial Services, Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Hudson Bay Capital Management LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Calamos Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q1 2014 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
TEACHERS ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 3 |
Principal Street Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2023 | 3 |
Janney Capital Management LLC | 3 | 3 | 0.37% | 0.44% | 0.50% | Q3 2021 | Q1 2022 | 3 |
Atlas Private Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 3 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2022 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
WRIGHT INVESTORS SERVICE INC | 3 | 3 | 0.30% | 0.45% | 0.71% | Q4 2014 | Q2 2015 | 3 |
Stokes Family Office, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
RELIANCE TRUST CO OF DELAWARE | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2016 | 3 |
Investors Financial Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Arbor Investment Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2012 | Q3 2021 | 3 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 3 |
Blenheim Capital Management, L.L.C. | 3 | 3 | 0.37% | 0.99% | 2.07% | Q1 2014 | Q3 2014 | 3 |
Price Wealth, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
TRILLIUM ASSET MANAGEMENT, LLC | 3 | 3 | 0.22% | 0.27% | 0.30% | Q1 2015 | Q3 2015 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2018 | Q3 2018 | 3 |
Argent Trust Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Geduld E E | 2 | 2 | 0.04% | 0.08% | 0.11% | Q4 2013 | Q1 2014 | 3 |
MONTAG A & ASSOCIATES INC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Bayesian Capital Management, LP | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 3 |
ALTFEST L J & CO INC | 2 | 1 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q4 2020 | 3 |
Segment Wealth Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2013 | Q2 2014 | 3 |
Engineers Gate Manager LP | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q4 2019 | 3 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
WILMINGTON TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2015 | 3 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 3 | 3 | 1.96% | 2.80% | 4.25% | Q1 2014 | Q3 2014 | 3 |
SEARLE & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q1 2023 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2018 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2021 | 3 |
REGENTATLANTIC CAPITAL LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2021 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
LOGAN CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q2 2018 | 3 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 1 | 1 | 0.03% | 0.08% | 0.14% | Q1 2016 | Q1 2018 | 3 |
Sterneck Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
HighTower Trust Company, N.A. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q3 2015 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Ascent Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q2 2014 | Q4 2014 | 3 |
1st Global Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2017 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
PITCAIRN CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
AMP Capital Investors Ltd | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2021 | 3 |
Kessler Investment Group, LLC | 3 | 3 | 1.37% | 3.36% | 4.66% | Q2 2013 | Q4 2013 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
BigSur Wealth Management LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2022 | 3 |
Traynor Capital Management, Inc. | 2 | 1 | 0.02% | 0.06% | 0.10% | Q4 2014 | Q2 2019 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2020 | 3 |
Strategic Global Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q1 2023 | 3 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CI INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
O'Dell Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.03% | 0.07% | 0.10% | Q1 2015 | Q1 2019 | 2 |
Airain ltd | 2 | 2 | 0.02% | 0.07% | 0.12% | Q4 2015 | Q1 2016 | 2 |
StoneX Group Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Lebenthal Holdings,LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2015 | Q3 2015 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Allspring Global Investments Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Rockbridge Investment Management, LCC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Argentus Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q1 2016 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q1 2020 | Q2 2020 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.01% | 0.19% | 0.37% | Q1 2018 | Q2 2018 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 1 | 1 | 0.01% | 0.97% | 1.94% | Q3 2014 | Q1 2015 | 2 |
Cadence Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Teza Capital Management LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q4 2016 | Q1 2017 | 2 |
Aletheian Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CLIFFORD CAPITAL PARTNERS LLC | 2 | 2 | 0.07% | 0.19% | 0.31% | Q2 2023 | Q3 2023 | 2 |
First Heartland Consultants, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Windsor Creek Advisors, LLC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q1 2021 | 2 |
Summit Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
FISHMAN JAY A LTD/MI | 2 | 2 | 0.05% | 0.24% | 0.43% | Q1 2014 | Q2 2014 | 2 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q4 2019 | 2 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 2 |
DENVER INVESTMENT ADVISORS LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2014 | Q3 2014 | 2 |
Pictet North America Advisors SA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
BALASA DINVERNO & FOLTZ LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
abrdn Investment Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q3 2017 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2017 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.14% | 0.18% | 0.22% | Q4 2016 | Q4 2020 | 2 |
Homrich & Berg | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q3 2019 | Q4 2019 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Iowa State Bank | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Nuveen Asset Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Sepio Capital, LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
CONNABLE OFFICE INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2017 | 2 |
SEVEN EIGHT CAPITAL, LP | 2 | 2 | 0.08% | 0.11% | 0.13% | Q3 2014 | Q4 2014 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Employees Retirement System of Texas | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Randolph Co Inc | 2 | 2 | 1.00% | 1.02% | 1.04% | Q2 2015 | Q3 2015 | 2 |
Thrive Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Bollard Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
PICTET BANK & TRUST Ltd | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Somerset Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
PORTLAND INVESTMENT COUNSEL INC. | 2 | 2 | 0.52% | 0.57% | 0.63% | Q2 2013 | Q3 2013 | 2 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 2 |
EDGE ASSET MANAGEMENT, INC | 2 | 2 | 0.16% | 0.24% | 0.32% | Q2 2013 | Q3 2013 | 2 |
Gary Goldberg Planning Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
OneAscent Financial Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q4 2019 | 2 |
Sandbox Financial Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2016 | 2 |
BRINKER CAPITAL INC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q2 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 2 |
PARK NATIONAL CORP /OH/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Delek Group, Ltd. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 2 |
MARATHON ASSET MANAGEMENT LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
First Western Trust Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Murphy, Middleton, Hinkle & Parker, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q1 2018 | 2 |
NATIXIS | 2 | 2 | 0.05% | 0.09% | 0.13% | Q2 2019 | Q3 2019 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Heathbridge Capital Management Ltd. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q4 2018 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Measured Wealth Private Client Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
K2 PRINCIPAL FUND, L.P. | 2 | 2 | 0.03% | 0.22% | 0.40% | Q4 2014 | Q1 2015 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.05% | 0.12% | 0.19% | Q2 2013 | Q2 2018 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
PFW Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
TOMPKINS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2021 | 2 |
Banco de Sabadell, S.A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Lesa Sroufe & Co | 1 | 1 | 2.18% | 2.18% | 2.18% | Q4 2015 | Q4 2015 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Abacus Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Leap Investments LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Seacliff Capital, LLC | 1 | 1 | 4.52% | 4.52% | 4.52% | Q1 2019 | Q1 2019 | 1 |
Black Creek Investment Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Palumbo Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
LifePro Asset Management | 1 | 1 | 3.71% | 3.71% | 3.71% | Q2 2021 | Q2 2021 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Fund Evaluation Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q2 2017 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2021 | Q2 2021 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EXCALIBUR MANAGEMENT CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2018 | Q1 2018 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
XPONANCE, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Invictus RG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
IBERIABANK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ARGENTIERE CAPITAL AG | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2015 | Q2 2015 | 1 |
Golden State Equity Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Maven Securities LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MILLIE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Tradeworx Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2014 | Q2 2014 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Atwater Malick LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SCP Investment, LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2019 | Q1 2019 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Dakota Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CONNING INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Ruane, Cunniff & Goldfarb | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Valtura Capital Partners LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2016 | Q2 2016 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2018 | Q1 2018 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Key Client Fiduciary Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Wells Trecaso Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Texas Yale Capital Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
G&S Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2014 | Q4 2014 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Rossmore Private Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Centiva Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COWEN INC. | 1 | 1 | 4.44% | 4.44% | 4.44% | Q2 2019 | Q2 2019 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Requisite Energy Fund I LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2015 | Q2 2015 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
Rikoon Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
PFG Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WADE G W & INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Summit Global Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Amplify Investments, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2018 | Q1 2018 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Americana Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
Algebris Investments (UK) LLP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2016 | Q3 2016 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DRW Securities, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FARR MILLER & WASHINGTON LLC/DC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
White River Investment Partners, LLC | 1 | 1 | 4.87% | 4.87% | 4.87% | Q1 2014 | Q1 2014 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
First Affirmative Financial Network | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Standard Family Office LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
BANCED CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q2 2017 | 1 |
44 WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2016 | Q4 2016 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Glovista Investments LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
AQR Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Telos Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Capasso Planning Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Enterprise Bank & Trust Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ArchPoint Investors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Echo45 Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
CARRET ASSET MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2014 | Q3 2014 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
Orbitronix, LP | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2015 | Q2 2015 | 1 |
Boltwood Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Fourthstone LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
JDC-JSC L.P. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2020 | Q3 2020 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
EWA, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
SAGE FINANCIAL GROUP INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MCF Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIDAS MANAGEMENT CORP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2016 | Q2 2016 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CTF Capital Management, LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2023 | Q1 2023 | 1 |
SELECT EQUITY GROUP INC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2013 | Q3 2013 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q3 2017 | Q3 2017 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OMNI PARTNERS LLP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2014 | Q4 2014 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2013 | Q3 2013 | 1 |
Sagil Capital LLP | 1 | 1 | 4.06% | 4.06% | 4.06% | Q3 2019 | Q3 2019 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Diametric Capital, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Wedmont Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BOLTON LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q3 2015 | 1 |
Sciencast Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
External links
This page lists all the filers that currently own BANCO SANTANDER SA or have owned BANCO SANTANDER SA in the past.