Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 125 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 111 |
Walleye Trading LLC | 22 | 18 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 101 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 95 |
Citadel Advisors | 30 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 95 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q3 2023 | 90 |
WOLVERINE TRADING, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 72 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 72 |
Parallax Volatility Advisers, L.P. | 11 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 61 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q2 2018 | 58 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 57 |
JANE STREET GROUP, LLC | 32 | 1 | 0.00% | 0.05% | 0.32% | Q4 2014 | Q3 2023 | 57 |
HAP Trading, LLC | 8 | 3 | 0.00% | 0.03% | 0.15% | Q3 2013 | Q1 2023 | 51 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 48 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2017 | 46 |
HUNTINGTON NATIONAL BANK | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2009 | Q3 2023 | 45 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 45 |
BRANDES INVESTMENT PARTNERS, LP | 34 | 9 | 0.01% | 0.58% | 1.14% | Q4 2012 | Q3 2023 | 43 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
Sanders Capital, LLC | 43 | 43 | 0.00% | 0.04% | 0.10% | Q4 2010 | Q2 2021 | 43 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 42 | 42 | 0.23% | 0.45% | 0.86% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.04% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CREDIT SUISSE AG/ | 24 | 18 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 27 | 14 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
WHITTIER TRUST CO OF NEVADA INC | 32 | 9 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
WHITTIER TRUST CO | 32 | 9 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 30 | 10 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 40 |
CIBC WORLD MARKET INC. | 34 | 6 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 40 |
FIFTH THIRD BANCORP | 26 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Rehmann Capital Advisory Group | 22 | 1 | 0.00% | 0.03% | 0.09% | Q3 2012 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
AMERICAN FINANCIAL GROUP INC | 39 | 39 | 0.20% | 0.67% | 1.07% | Q1 2014 | Q3 2023 | 39 |
LPL Financial LLC | 30 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
Hudock, Inc. | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
Checchi Capital Advisers, LLC | 38 | 38 | 0.01% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 38 |
FMR LLC | 21 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 37 |
CSS LLC/IL | 25 | 2 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 37 |
JFS WEALTH ADVISORS, LLC | 36 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 37 |
SIGNATUREFD, LLC | 23 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 37 |
PEAK6 Investments LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 36 |
GLENMEDE TRUST CO NA | 18 | 1 | 0.00% | 0.01% | 0.13% | Q4 2006 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2022 | 36 |
First Horizon Advisors, Inc. | 13 | 2 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 36 |
DEUTSCHE BANK AG\ | 26 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q2 2023 | 34 |
SEI INVESTMENTS CO | 19 | 2 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 34 |
AMERICAN NATIONAL INSURANCE CO | 34 | 34 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2021 | 34 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 33 |
FRANKLIN RESOURCES INC | 17 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
SG Americas Securities, LLC | 11 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q4 2022 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q4 2020 | 31 |
Cubist Systematic Strategies, LLC | 12 | 1 | 0.00% | 0.03% | 0.12% | Q1 2015 | Q3 2023 | 31 |
MILLENNIUM MANAGEMENT LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 31 |
ADVISOR PARTNERS LLC | 21 | 2 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q2 2022 | 30 |
Raymond James Financial Services Advisors, Inc. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Morningstar Investment Services LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Private Advisor Group, LLC | 18 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 30 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
FEDERATED HERMES, INC. | 21 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 29 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 29 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q1 2020 | 28 |
Fisher Asset Management, LLC | 22 | 1 | 0.00% | 0.22% | 0.60% | Q2 2013 | Q3 2023 | 28 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 28 |
TD ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
BESSEMER GROUP INC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 28 |
Texas Yale Capital Corp. | 25 | 3 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 28 |
Winslow, Evans & Crocker, Inc. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2020 | 28 |
Invesco Ltd. | 26 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 27 |
PRICE T ROWE ASSOCIATES INC /MD/ | 27 | 27 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 27 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 17 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.06% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.08% | 0.26% | Q3 2016 | Q3 2023 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 26 |
Global Retirement Partners, LLC | 16 | 3 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 26 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2023 | 25 |
SCOTIA CAPITAL INC. | 25 | 25 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q1 2020 | 25 |
RAYMOND JAMES TRUST N.A. | 10 | 3 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 25 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.06% | 0.15% | 0.79% | Q4 2017 | Q3 2023 | 24 |
GREENLEAF TRUST | 23 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 24 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q2 2023 | 24 |
Investors Research Corp | 24 | 24 | 0.06% | 0.12% | 0.24% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Kistler-Tiffany Companies, LLC | 18 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 24 |
Renaissance Technologies | 10 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 24 |
OPPENHEIMER & CO INC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2021 | 24 |
MASTERS CAPITAL MANAGEMENT LLC | 16 | 2 | 0.37% | 1.36% | 2.56% | Q1 2019 | Q3 2023 | 24 |
FIRST TRUST ADVISORS LP | 14 | 4 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2022 | 24 |
B. Riley Wealth Advisors, Inc. | 20 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 24 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 23 |
OAK HILL ADVISORS LP | 23 | 23 | 3.15% | 9.30% | 19.15% | Q1 2014 | Q3 2019 | 23 |
GROUP ONE TRADING, L.P. | 7 | 2 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 23 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q4 2021 | 23 |
ARGA Investment Management, LP | 22 | 1 | 0.10% | 0.38% | 1.30% | Q3 2012 | Q3 2018 | 23 |
Sterling Capital Management LLC | 19 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2019 | 22 |
Trexquant Investment LP | 6 | 1 | 0.01% | 0.07% | 0.18% | Q4 2014 | Q2 2023 | 22 |
Bollard Group LLC | 21 | 1 | 0.00% | 0.06% | 0.12% | Q2 2014 | Q2 2023 | 22 |
PORTLAND INVESTMENT COUNSEL INC. | 10 | 2 | 0.11% | 1.52% | 8.04% | Q2 2013 | Q1 2020 | 22 |
Freestone Capital Holdings, LLC | 22 | 22 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
ASSETMARK, INC | 19 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q1 2022 | 22 |
Cornerstone Advisors, Inc. | 11 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 22 |
OLD NATIONAL BANCORP /IN/ | 10 | 4 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 22 |
Quinn Opportunity Partners LLC | 12 | 1 | 0.02% | 0.63% | 2.10% | Q1 2015 | Q3 2023 | 22 |
HSBC HOLDINGS PLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q2 2019 | 22 |
Geneos Wealth Management Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 22 |
D.A. DAVIDSON & CO. | 17 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
MML INVESTORS SERVICES, LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.01% | 0.07% | Q1 2016 | Q3 2023 | 22 |
Compagnie Lombard Odier SCmA | 14 | 8 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 22 |
NOMURA HOLDINGS INC | 9 | 4 | 0.00% | 0.13% | 1.41% | Q4 2012 | Q3 2017 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
OLD MISSION CAPITAL LLC | 8 | 1 | 0.00% | 0.33% | 1.48% | Q4 2014 | Q2 2023 | 21 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.00% | 0.08% | 0.21% | Q1 2017 | Q3 2023 | 21 |
Front Row Advisors LLC | 13 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 21 |
Atria Investments, Inc | 9 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q4 2021 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2018 | 21 |
LAKE STREET ADVISORS GROUP, LLC | 17 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 21 |
McIlrath & Eck, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 21 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Cambridge Investment Research Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Point View Wealth Management, Inc. | 20 | 20 | 0.04% | 0.08% | 0.13% | Q1 2016 | Q4 2020 | 20 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 20 |
ACR Alpine Capital Research, LLC | 20 | 20 | 0.17% | 0.26% | 0.37% | Q4 2018 | Q3 2023 | 20 |
Cornerstone Investment Partners, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2020 | 20 |
Camelot Portfolios, LLC | 19 | 19 | 0.00% | 0.34% | 0.62% | Q4 2015 | Q2 2020 | 20 |
First Allied Advisory Services, Inc. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2020 | 20 |
GUGGENHEIM CAPITAL LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
STEPHENS INC /AR/ | 15 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2018 | 19 |
BlackRock Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 19 |
Edge Wealth Management LLC | 19 | 19 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q1 2019 | 19 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 19 |
GHP Investment Advisors, Inc. | 12 | 7 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 19 |
STATE STREET CORP | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 19 |
Ballentine Partners, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CAMBIAR INVESTORS LLC | 11 | 8 | 0.07% | 0.88% | 1.97% | Q2 2013 | Q3 2023 | 19 |
Neuberger Berman Group LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2017 | 19 |
DREMAN VALUE MANAGEMENT, L L C | 15 | 4 | 0.00% | 0.14% | 0.45% | Q2 2013 | Q1 2018 | 19 |
PARK AVENUE SECURITIES LLC | 14 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
TODD ASSET MANAGEMENT LLC | 10 | 4 | 0.11% | 0.41% | 0.63% | Q2 2013 | Q3 2023 | 19 |
ATLAS CAPITAL ADVISORS LLC | 12 | 2 | 0.05% | 0.10% | 0.42% | Q2 2018 | Q3 2023 | 19 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.05% | 0.13% | Q4 2016 | Q3 2023 | 19 |
REGIONS FINANCIAL CORP | 7 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2022 | 18 |
CHICKASAW CAPITAL MANAGEMENT LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Simplicity Solutions, LLC | 8 | 3 | 0.00% | 0.02% | 0.16% | Q4 2016 | Q1 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Capital Research Global Investors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 18 |
Stamos Capital Partners, L.P. | 13 | 5 | 0.25% | 1.99% | 3.30% | Q1 2019 | Q3 2023 | 18 |
ETRADE Capital Management LLC | 12 | 2 | 0.00% | 0.02% | 0.09% | Q3 2013 | Q3 2020 | 18 |
THOMAS WHITE INTERNATIONAL LTD | 10 | 3 | 0.00% | 0.42% | 0.71% | Q2 2013 | Q2 2023 | 18 |
INTEGRAL DERIVATIVES, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 18 |
Bluefin Trading, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2020 | 18 |
AUA CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 18 |
Covenant Partners, LLC | 16 | 2 | 0.20% | 0.37% | 0.52% | Q1 2019 | Q3 2023 | 18 |
American Trust Investment Advisors, LLC | 18 | 18 | 0.11% | 0.17% | 0.22% | Q4 2014 | Q1 2019 | 18 |
JANUS HENDERSON GROUP PLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 18 |
BLUESTEIN R H & CO LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Hanson & Doremus Investment Management | 18 | 18 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q4 2018 | 18 |
Valeo Financial Advisors, LLC | 15 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 18 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 4 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 18 |
COLONY GROUP LLC | 10 | 8 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 18 |
CLEAR STREET MARKETS LLC | 7 | 2 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q4 2022 | 18 |
STEVENS CAPITAL MANAGEMENT LP | 12 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2019 | 18 |
Rockefeller Capital Management L.P. | 14 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
RHUMBLINE ADVISERS | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.01% | 0.11% | 0.30% | Q2 2013 | Q2 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.07% | 0.13% | 0.23% | Q2 2013 | Q2 2017 | 17 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.09% | 0.58% | Q2 2014 | Q3 2022 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2019 | 17 |
Pacer Advisors, Inc. | 6 | 1 | 0.00% | 0.08% | 0.36% | Q4 2013 | Q3 2023 | 17 |
Cresset Asset Management, LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 17 |
Dorsey & Whitney Trust CO LLC | 14 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q2 2023 | 17 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 17 |
Caprock Group, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 17 |
PARK NATIONAL CORP /OH/ | 9 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2023 | 17 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 17 |
HighTower Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 17 |
FDx Advisors, Inc. | 12 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2022 | 16 |
Glassman Wealth Services | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q2 2017 | 16 |
Pacifica Partners Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2022 | 16 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 16 |
TWO SIGMA ADVISERS, LP | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 16 |
LINCLUDEN MANAGEMENT LTD | 16 | 16 | 0.01% | 0.28% | 0.42% | Q2 2013 | Q1 2017 | 16 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.03% | 0.38% | Q2 2015 | Q1 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Advisors Asset Management, Inc. | 9 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
VNBTrust, National Association | 15 | 15 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q4 2016 | 15 |
NorthCoast Asset Management LLC | 7 | 1 | 0.05% | 0.13% | 0.23% | Q1 2014 | Q3 2021 | 15 |
Freedom Investment Management, Inc. | 9 | 6 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2019 | 15 |
SAGE RHINO CAPITAL LLC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
EATON VANCE MANAGEMENT | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 15 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 15 |
1st Global Advisors, Inc. | 15 | 15 | 0.05% | 0.10% | 0.14% | Q4 2013 | Q2 2017 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Enstar Group LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.06% | Q3 2011 | Q3 2015 | 15 |
KEYBANK NATIONAL ASSOCIATION/OH | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2022 | 15 |
Pinnacle Bancorp, Inc. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Strategic Global Advisors, LLC | 7 | 2 | 0.06% | 0.14% | 0.37% | Q1 2017 | Q4 2022 | 15 |
Mariner, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 15 |
AMERICAN CENTURY COMPANIES INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Spears Abacus Advisors LLC | 14 | 1 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 15 |
Traynor Capital Management, Inc. | 9 | 1 | 0.04% | 0.09% | 0.20% | Q2 2016 | Q4 2022 | 15 |
Carroll Financial Associates, Inc. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 15 |
NEW YORK STATE COMMON RETIREMENT FUND | 7 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2022 | 15 |
Private Capital Group, LLC | 15 | 15 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q4 2021 | 15 |
American Portfolios Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
SRS Capital Advisors, Inc. | 8 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 15 |
WFG Advisors, LP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 14 |
Vanguard Personalized Indexing Management, LLC | 11 | 3 | 0.01% | 0.05% | 0.17% | Q1 2020 | Q3 2023 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
People's United Financial, Inc. | 12 | 2 | 0.01% | 0.07% | 0.12% | Q3 2013 | Q1 2022 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q1 2022 | 14 |
HighPoint Advisor Group LLC | 14 | 14 | 0.02% | 0.15% | 0.26% | Q3 2016 | Q4 2019 | 14 |
AT Bancorp | 7 | 1 | 0.05% | 0.77% | 1.46% | Q1 2014 | Q3 2018 | 14 |
MILLER VALUE PARTNERS, LLC | 7 | 5 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2022 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BRINKER CAPITAL INC | 14 | 14 | 0.00% | 0.04% | 0.07% | Q1 2017 | Q2 2020 | 14 |
Wealth Architects, LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Twin Tree Management, LP | 7 | 7 | 0.00% | 0.04% | 0.15% | Q4 2012 | Q2 2014 | 14 |
Endurance Wealth Management, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Smithfield Trust Co | 6 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 14 |
HHM Wealth Advisors, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
COMMERCE BANK | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 14 |
CAPITAL FUND MANAGEMENT S.A. | 10 | 1 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 14 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 8 | 8 | 0.26% | 0.54% | 0.88% | Q1 2014 | Q4 2015 | 14 |
HOLLENCREST CAPITAL MANAGEMENT | 8 | 6 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q2 2020 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 14 |
Ellevest, Inc. | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q1 2023 | 14 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2016 | 13 |
Pflug Koory, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 13 |
Clarius Group, LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Timber Hill LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2017 | 13 |
LORD, ABBETT & CO. LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2016 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 13 |
RELIANCE TRUST CO OF DELAWARE | 13 | 13 | 0.02% | 0.09% | 0.14% | Q2 2013 | Q2 2016 | 13 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2015 | 13 |
BOKF, NA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 13 |
RBA Wealth Management, LLC | 13 | 13 | 0.05% | 1.00% | 5.41% | Q1 2019 | Q1 2022 | 13 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q4 2016 | 13 |
Altium Wealth Management LLC | 10 | 3 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q2 2022 | 13 |
Gemmer Asset Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 13 |
Corient Capital Partners, LLC | 7 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2022 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 13 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2019 | 13 |
GOODWIN DANIEL L | 12 | 1 | 0.13% | 0.20% | 0.28% | Q2 2013 | Q3 2016 | 13 |
Mirae Asset Global Investments Co., Ltd. | 13 | 13 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2016 | 13 |
Annandale Capital, LLC | 12 | 12 | 0.10% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Nicholas Hoffman & Company, LLC. | 12 | 12 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 12 |
DAVENPORT & Co LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 12 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2018 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
EAGLE ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
ADVISORY RESEARCH INC | 12 | 12 | 0.01% | 0.15% | 1.57% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
CIBC BANK USA | 12 | 12 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q2 2018 | 12 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.04% | 0.22% | Q1 2015 | Q2 2023 | 12 |
MAI Capital Management | 10 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2022 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Susquehanna International Securities, Ltd. | 3 | 1 | 0.10% | 1.45% | 6.26% | Q4 2018 | Q3 2022 | 12 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.05% | 0.20% | Q2 2018 | Q2 2023 | 12 |
BB&T SECURITIES, LLC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2018 | 12 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.01% | 0.06% | 0.24% | Q2 2014 | Q3 2023 | 12 |
Cerity Partners LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 12 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q4 2022 | 12 |
Russell Investments Group, Ltd. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 12 |
FINANCIAL COUNSELORS INC | 9 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 12 |
Qtron Investments LLC | 12 | 12 | 0.07% | 0.13% | 0.23% | Q4 2020 | Q3 2023 | 12 |
ALLIANCEBERNSTEIN L.P. | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 12 |
INTRUST BANK NA | 12 | 12 | 0.03% | 0.20% | 0.31% | Q2 2013 | Q1 2016 | 12 |
LAZARD ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.05% | 0.11% | Q2 2015 | Q2 2023 | 12 |
SVB WEALTH LLC | 9 | 3 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.03% | 0.11% | Q2 2016 | Q3 2023 | 12 |
BANK OF NOVA SCOTIA | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 12 |
Gator Capital Management, LLC | 8 | 4 | 1.52% | 2.16% | 2.87% | Q1 2018 | Q3 2023 | 12 |
DONALDSON CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.10% | 0.21% | Q1 2010 | Q3 2012 | 11 |
BRAVE ASSET MANAGEMENT INC | 11 | 11 | 0.18% | 0.46% | 0.69% | Q1 2016 | Q3 2018 | 11 |
BlackRock Investment Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q1 2022 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Ausdal Financial Partners, Inc. | 6 | 5 | 0.05% | 0.08% | 0.12% | Q4 2015 | Q3 2018 | 11 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 11 |
EP Wealth Advisors, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 11 |
HANCOCK WHITNEY CORP | 6 | 5 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 11 |
BOOTHBAY FUND MANAGEMENT, LLC | 8 | 2 | 0.01% | 0.03% | 0.11% | Q4 2015 | Q3 2023 | 11 |
MACKENZIE FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
BRYN MAWR TRUST Co | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2019 | 11 |
RUSSELL FRANK CO/ | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 11 |
Thomas J. Herzfeld Advisors, Inc. | 7 | 4 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q2 2022 | 11 |
SCOUT INVESTMENTS, INC. | 11 | 11 | 1.01% | 1.49% | 1.90% | Q2 2013 | Q4 2015 | 11 |
PRUDENTIAL FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2018 | 11 |
BROWN BROTHERS HARRIMAN & CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2023 | 11 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.08% | Q3 2015 | Q2 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Telemetry Investments, L.L.C. | 4 | 1 | 0.05% | 0.08% | 0.20% | Q1 2017 | Q3 2018 | 11 |
KEMPNER CAPITAL MANAGEMENT INC. | 11 | 11 | 1.18% | 1.41% | 1.58% | Q2 2013 | Q4 2015 | 11 |
TORONTO DOMINION BANK | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2016 | 11 |
MUFG Americas Holdings Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q4 2015 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.06% | 0.37% | Q2 2013 | Q1 2022 | 11 |
Financial Management Professionals, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.15% | 0.22% | 0.28% | Q1 2021 | Q3 2023 | 11 |
NATIXIS | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2019 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q4 2018 | 11 |
BBVA USA Bancshares, Inc. | 11 | 11 | 0.02% | 0.05% | 0.10% | Q3 2013 | Q1 2016 | 11 |
Crewe Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
BTC Capital Management, Inc. | 8 | 3 | 0.07% | 0.10% | 0.13% | Q3 2015 | Q2 2018 | 11 |
TLP GROUP LLC | 11 | 11 | 0.12% | 0.33% | 0.71% | Q2 2016 | Q4 2018 | 11 |
THORNBURG INVESTMENT MANAGEMENT INC | 9 | 2 | 0.00% | 0.14% | 0.26% | Q1 2015 | Q1 2020 | 11 |
A.R.T. Advisors, LLC | 5 | 1 | 0.01% | 0.04% | 0.09% | Q4 2013 | Q2 2019 | 11 |
Calvert Investment Management, Inc. | 11 | 11 | 0.02% | 0.14% | 0.40% | Q2 2013 | Q4 2015 | 11 |
Bellecapital International Ltd. | 8 | 1 | 0.04% | 0.16% | 0.25% | Q3 2016 | Q1 2020 | 11 |
Bryn Mawr Capital Management, LLC | 11 | 11 | 0.07% | 0.11% | 0.15% | Q4 2016 | Q2 2019 | 11 |
First Trust Direct Indexing L.P. | 10 | 1 | 0.02% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 11 |
PINNACLE ASSOCIATES LTD | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 10 |
GM Advisory Group, LLC | 8 | 2 | 0.04% | 0.10% | 0.15% | Q2 2016 | Q2 2020 | 10 |
S.E.E.D. Planning Group LLC | 8 | 8 | 0.00% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 10 |
CULLEN/FROST BANKERS, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 10 |
SUNTRUST BANKS INC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2017 | 10 |
WEDBUSH SECURITIES INC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2023 | 10 |
RNC CAPITAL MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Laurion Capital Management LP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2020 | 10 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q4 2022 | 10 |
SYNOVUS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 10 |
Ethic Inc. | 7 | 3 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q4 2022 | 10 |
SG3 Management, LLC | 4 | 2 | 0.01% | 0.06% | 0.33% | Q4 2018 | Q4 2022 | 10 |
GENESEE VALLEY TRUST CO | 7 | 3 | 0.16% | 0.21% | 0.26% | Q2 2013 | Q4 2015 | 10 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2021 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
South Dakota Investment Council | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 10 |
EXANE DERIVATIVES | 4 | 2 | 0.00% | 0.08% | 0.20% | Q4 2014 | Q4 2017 | 10 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
KCS Wealth Advisory | 6 | 1 | 0.02% | 0.10% | 0.14% | Q4 2017 | Q1 2022 | 10 |
BANCED CORP | 9 | 1 | 0.18% | 0.32% | 0.43% | Q3 2013 | Q2 2016 | 10 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 9 |
Columbia Asset Management | 9 | 9 | 0.06% | 0.12% | 0.15% | Q3 2016 | Q3 2018 | 9 |
WASHINGTON TRUST Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 9 |
EAGLE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.00% | 0.74% | 1.73% | Q1 2018 | Q1 2020 | 9 |
Bedel Financial Consulting, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 9 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.17% | 0.23% | 0.30% | Q4 2013 | Q4 2015 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
ALTERNA WEALTH MANAGEMENT, INC | 9 | 9 | 0.05% | 0.24% | 0.53% | Q4 2018 | Q4 2020 | 9 |
Sargent Investment Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 9 |
AXA S.A. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2022 | 9 |
Grove Bank & Trust | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
CENTRAL TRUST Co | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 9 |
INSIGHT 2811, INC. | 8 | 1 | 0.04% | 0.27% | 0.58% | Q2 2013 | Q4 2019 | 9 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.02% | 0.10% | 0.24% | Q2 2015 | Q1 2023 | 9 |
Parkside Financial Bank & Trust | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 9 |
Harel Insurance Investments & Financial Services Ltd. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 9 |
CAPITAL GUARDIAN TRUST CO | 8 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q2 2015 | 9 |
Long Focus Capital Management, LLC | 8 | 8 | 0.06% | 0.44% | 0.68% | Q4 2021 | Q3 2023 | 9 |
1832 Asset Management L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2019 | 9 |
Vestmark Advisory Solutions, Inc. | 9 | 9 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q2 2023 | 9 |
Allianz Asset Management GmbH | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2021 | 9 |
NORTHROAD CAPITAL MANAGEMENT LLC | 9 | 9 | 1.06% | 1.65% | 2.06% | Q3 2014 | Q3 2016 | 9 |
Archford Capital Strategies, LLC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q1 2016 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2017 | 9 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
PZENA INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EMORY UNIVERSITY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2013 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
QCM Cayman, Ltd. | 3 | 1 | 0.07% | 0.29% | 0.68% | Q1 2016 | Q2 2021 | 8 |
Visionary Asset Management, Inc. | 5 | 1 | 0.00% | 0.08% | 0.11% | Q2 2014 | Q1 2018 | 8 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 8 |
Neuburgh Advisers LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Bell & Brown Wealth Advisors, LLC | 7 | 1 | 0.29% | 0.51% | 0.82% | Q1 2018 | Q1 2020 | 8 |
Keel Point, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Quantitative Investment Management, LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q3 2013 | Q3 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
WASHINGTON TRUST BANK | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2017 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 8 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2018 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.04% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 8 |
Caption Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q1 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 8 | 8 | 1.64% | 1.90% | 2.14% | Q2 2013 | Q1 2015 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Flinton Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Avalon Investment & Advisory | 8 | 8 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q4 2022 | 8 |
KB FINANCIAL PARTNERS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Cedar Brook Financial Partners, LLC | 5 | 3 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.94% | 1.02% | 1.10% | Q4 2021 | Q3 2023 | 8 |
Bridgefront Capital, LLC | 4 | 1 | 0.08% | 0.13% | 0.22% | Q1 2021 | Q2 2023 | 8 |
Capital World Investors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 8 |
RONALD BLUE & CO LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 8 |
Eagle Bay Advisors LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
D. E. Shaw & Co., Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 8 |
Legacy Financial Advisors, Inc. | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2021 | 8 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q4 2022 | 8 |
Liberty Mutual Group Asset Management Inc. | 7 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2018 | 8 |
Legacy Wealth Asset Management, LLC | 8 | 8 | 0.10% | 0.28% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Beacon Pointe Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 8 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2022 | 8 |
TEXAS CAPITAL BANCSHARES INC/TX | 8 | 8 | 0.12% | 0.21% | 0.34% | Q2 2013 | Q1 2015 | 8 |
Alexandria Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.07% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Kazazian Asset Management, LLC | 8 | 8 | 0.24% | 0.95% | 1.99% | Q4 2017 | Q3 2019 | 8 |
Sigma Planning Corp | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 8 |
COMERICA SECURITIES,INC. | 5 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2023 | 7 |
M&R CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2017 | 7 |
Summit Trail Advisors, LLC | 5 | 2 | 0.02% | 0.09% | 0.28% | Q4 2017 | Q4 2020 | 7 |
SCHNEIDER CAPITAL MANAGEMENT CORP | 7 | 7 | 0.33% | 1.02% | 1.32% | Q4 2013 | Q2 2015 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Aristotle Capital Management, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Sutton Wealth Advisors Inc. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SIT INVESTMENT ASSOCIATES INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2015 | 7 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 7 |
SHELTON CAPITAL MANAGEMENT | 5 | 2 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q2 2017 | 7 |
Springhouse Capital Management, LP | 7 | 7 | 1.93% | 3.80% | 4.77% | Q3 2019 | Q1 2021 | 7 |
RATIONAL ADVISORS LLC | 5 | 2 | 0.08% | 0.15% | 0.20% | Q2 2009 | Q3 2012 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Balentine LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
DEARBORN PARTNERS LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 7 |
ZEKE CAPITAL ADVISORS, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q2 2018 | 7 |
MOTCO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
RBF Capital, LLC | 7 | 7 | 0.05% | 0.25% | 0.38% | Q1 2022 | Q3 2023 | 7 |
Bayesian Capital Management, LP | 3 | 1 | 0.05% | 0.10% | 0.17% | Q2 2016 | Q3 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Marks Group Wealth Management, Inc | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
FRONTIER INVESTMENT MGMT CO | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q4 2017 | 7 |
Johnson Financial Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Stonebridge Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
MidWestOne Financial Group, Inc. | 7 | 7 | 0.14% | 0.25% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.04% | 0.25% | 0.90% | Q2 2014 | Q3 2023 | 7 |
CALTON & ASSOCIATES, INC. | 5 | 2 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2019 | 7 |
Boston Common Asset Management, LLC | 4 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2018 | 7 |
Pinnacle Summer Investments, Inc. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 7 |
WINMILL & CO. INC | 7 | 7 | 1.55% | 1.74% | 1.84% | Q1 2022 | Q3 2023 | 7 |
Forum Financial Management, LP | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Grantham, Mayo, Van Otterloo & Co. LLC | 4 | 3 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 7 |
Oakworth Capital, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
1919 Investment Counsel, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
180 WEALTH ADVISORS, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q2 2022 | 6 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.02% | 0.13% | 0.19% | Q3 2021 | Q3 2023 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 6 |
Employees Retirement System of Texas | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Five Oceans Advisors | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Cable Hill Partners, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2018 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
K.J. Harrison & Partners Inc | 4 | 2 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q1 2015 | 6 |
ACG Wealth | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q1 2018 | 6 |
Berkeley Capital Partners, LLC | 6 | 6 | 0.08% | 0.14% | 0.22% | Q4 2015 | Q1 2017 | 6 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 6 |
Live Your Vision, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 6 |
APG Asset Management N.V. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
RMB Capital Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2019 | 6 |
EVOKE WEALTH, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 6 |
Aquatic Capital Management LLC | 4 | 2 | 0.01% | 0.06% | 0.23% | Q4 2021 | Q3 2023 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
WESTPORT RESOURCES MANAGEMENT INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2014 | 6 |
Quadrant Private Wealth Management, LLC | 6 | 6 | 0.12% | 0.20% | 0.24% | Q1 2021 | Q2 2022 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2018 | 6 |
Impala Asset Management LLC | 5 | 1 | 0.30% | 0.40% | 0.54% | Q3 2016 | Q1 2022 | 6 |
Cowen Investment Management LLC | 6 | 6 | 0.59% | 0.76% | 1.00% | Q3 2019 | Q4 2020 | 6 |
Wealth Alliance | 5 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 6 |
Hilltop Holdings Inc. | 6 | 6 | 0.01% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Taylor Hoffman Wealth Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Riggs Asset Managment Co. Inc. | 6 | 6 | 0.00% | 0.05% | 0.07% | Q2 2016 | Q3 2017 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Vident Investment Advisory, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 6 |
Banco Santander, S.A. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q2 2019 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
SHINE INVESTMENT ADVISORY SERVICES INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
FNY Investment Advisers, LLC | 4 | 1 | 0.01% | 0.52% | 2.38% | Q4 2018 | Q4 2020 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 6 |
Perigon Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2022 | 6 |
Altshuler Shaham Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Antonetti Capital Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 5 |
RWA WEALTH PARTNERS, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q3 2018 | 5 |
NVWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Forward Management, LLC | 5 | 5 | 0.00% | 0.20% | 0.39% | Q2 2013 | Q2 2014 | 5 |
MACQUARIE GROUP LTD | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 5 |
Verdence Capital Advisors LLC | 3 | 2 | 0.03% | 0.09% | 0.12% | Q3 2021 | Q4 2022 | 5 |
Nuveen Fund Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q2 2017 | 5 |
SSI INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.04% | 0.07% | 0.12% | Q3 2013 | Q3 2014 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 5 |
WRAPMANAGER INC | 4 | 1 | 0.06% | 0.07% | 0.09% | Q4 2015 | Q1 2022 | 5 |
VERTEX ONE ASSET MANAGEMENT INC. | 5 | 5 | 0.46% | 0.51% | 0.58% | Q3 2014 | Q3 2015 | 5 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.03% | 0.10% | 0.13% | Q2 2013 | Q2 2014 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.07% | 0.11% | Q3 2016 | Q4 2022 | 5 |
Apex Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q4 2020 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 5 |
Quantinno Capital Management LP | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Invictus RG Pte. Ltd. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2015 | 5 |
Americana Partners, LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 5 |
LEUTHOLD GROUP, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
RUDMAN ERROL M | 4 | 1 | 0.31% | 0.47% | 0.65% | Q4 2015 | Q3 2018 | 5 |
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 5 | 5 | 1.12% | 2.48% | 3.89% | Q3 2016 | Q3 2017 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Heritage Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
APOGEM CAPITAL LLC | 4 | 1 | 0.58% | 0.79% | 0.95% | Q1 2021 | Q2 2022 | 5 |
Quantamental Technologies LLC | 4 | 1 | 0.19% | 0.28% | 0.41% | Q4 2021 | Q1 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Convergence Investment Partners, LLC | 4 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q1 2018 | 5 |
BANK HAPOALIM BM | 2 | 1 | 0.03% | 0.06% | 0.16% | Q4 2014 | Q1 2017 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 5 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q2 2020 | 5 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q1 2016 | 5 |
KING LUTHER CAPITAL MANAGEMENT CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Kathmere Capital Management, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 5 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
A. D. Beadell Investment Counsel, Inc. | 5 | 5 | 0.32% | 0.37% | 0.42% | Q4 2014 | Q4 2015 | 5 |
Dana Investment Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 5 |
DRW Securities, LLC | 4 | 1 | 0.19% | 0.76% | 1.22% | Q4 2017 | Q4 2019 | 5 |
FIL Ltd | 5 | 5 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2014 | 5 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2015 | 5 |
Western Asset Management Company, LLC | 5 | 5 | 0.40% | 0.52% | 0.64% | Q1 2014 | Q1 2015 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Winthrop Partners - WNY, LLC | 5 | 5 | 0.06% | 0.08% | 0.09% | Q1 2018 | Q1 2019 | 5 |
EAGLE GLOBAL ADVISORS LLC | 5 | 5 | 0.09% | 0.13% | 0.16% | Q2 2013 | Q2 2014 | 5 |
DUBUQUE BANK & TRUST CO | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2022 | 5 |
Cetera Advisor Networks LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q4 2020 | 4 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 4 |
Dorsey Wright & Associates | 4 | 4 | 0.71% | 0.80% | 0.87% | Q2 2021 | Q1 2022 | 4 |
Lenox Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Waverly Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Asset Planning Services, Ltd. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2016 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.02% | Q2 2023 | Q3 2023 | 4 |
Trustees of Dartmouth College | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q4 2018 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q3 2017 | 4 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 4 |
Ruggie Capital Group | 4 | 4 | 0.00% | 0.04% | 0.17% | Q2 2016 | Q1 2017 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Seminole Management Co., Inc. | 3 | 1 | 0.34% | 0.95% | 2.12% | Q3 2013 | Q2 2015 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2014 | 4 |
Connectus Wealth, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 4 |
SANDLER CAPITAL MANAGEMENT | 4 | 4 | 0.32% | 0.58% | 1.28% | Q4 2018 | Q3 2019 | 4 |
Shilanski & Associates, Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 4 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 4 |
CWH Capital Management, Inc. | 4 | 4 | 1.49% | 1.60% | 1.73% | Q2 2016 | Q1 2017 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
rhino investment partners, Inc | 4 | 4 | 1.02% | 2.99% | 4.16% | Q4 2020 | Q3 2021 | 4 |
Massachusetts Wealth Management | 4 | 4 | 0.34% | 0.38% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.06% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
YHB Investment Advisors, Inc. | 4 | 4 | 0.02% | 0.19% | 0.31% | Q1 2018 | Q4 2018 | 4 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2015 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 4 |
Mount Yale Investment Advisors, LLC | 3 | 1 | 0.02% | 0.06% | 0.11% | Q3 2018 | Q1 2020 | 4 |
Intersect Capital LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q2 2022 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
MAIRS & POWER INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Chevy Chase Trust Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Lourd Capital, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 4 |
MARATHON ASSET MANAGEMENT LP | 4 | 4 | 0.46% | 0.82% | 1.51% | Q3 2013 | Q2 2014 | 4 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.03% | 0.15% | 0.35% | Q2 2014 | Q3 2019 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.14% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.93% | 0.97% | 1.02% | Q4 2022 | Q3 2023 | 4 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Baker Avenue Asset Management, LP | 3 | 1 | 0.00% | 0.04% | 0.06% | Q1 2015 | Q4 2022 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
AdvisorNet Financial, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 4 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Ridgewood Investments LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q4 2019 | 4 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Hennion & Walsh Asset Management, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 4 |
QCI ASSET MANAGEMENT INC/NY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Vilas Fund, LP | 4 | 4 | 0.34% | 1.46% | 2.06% | Q4 2018 | Q3 2019 | 4 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 4 |
SAL Trading, LLC | 2 | 1 | 0.11% | 0.59% | 1.05% | Q4 2021 | Q3 2023 | 4 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Saiers Capital, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q1 2015 | 4 |
Matterhorn Capital Management, LLC | 4 | 4 | 0.59% | 1.16% | 1.44% | Q2 2015 | Q1 2016 | 4 |
MYDA Advisors LLC | 2 | 1 | 0.22% | 0.35% | 0.42% | Q1 2018 | Q4 2019 | 4 |
DELTEC ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.14% | 0.33% | Q3 2013 | Q1 2014 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
SCHWARTZ INVESTMENT COUNSEL INC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2015 | Q1 2016 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.08% | 0.21% | Q4 2016 | Q4 2016 | 3 |
West Family Investments, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
COOKSON PEIRCE & CO INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
CAPITAL INSIGHT PARTNERS, LLC | 3 | 3 | 2.70% | 3.06% | 3.25% | Q2 2015 | Q4 2015 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
FIRST NATIONAL TRUST CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Prudent Man Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
CONNABLE OFFICE INC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q4 2013 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 3 |
Truvvo Partners LLC | 3 | 3 | 0.20% | 0.23% | 0.26% | Q1 2018 | Q3 2018 | 3 |
CITY NATIONAL BANK | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q4 2014 | 3 |
Well Done, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q4 2018 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Atlas Brown,Inc. | 3 | 3 | 0.02% | 0.07% | 0.09% | Q1 2017 | Q3 2017 | 3 |
Solstein Capital, LLC | 3 | 3 | 0.05% | 0.08% | 0.11% | Q1 2021 | Q3 2021 | 3 |
Ergoteles LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 3 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2021 | 3 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.27% | 0.29% | 0.31% | Q4 2016 | Q2 2017 | 3 |
Texan Capital Management | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Quilter Plc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Ipswich Investment Management Co., Inc. | 3 | 3 | 0.03% | 0.16% | 0.32% | Q3 2015 | Q1 2016 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 3 |
Clear Harbor Asset Management, LLC | 2 | 1 | 0.00% | 0.05% | 0.14% | Q3 2015 | Q4 2022 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2015 | Q3 2015 | 3 |
AJO, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2015 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Forty4 Asset Management LLC | 2 | 2 | 0.00% | 0.08% | 0.12% | Q3 2013 | Q4 2013 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q4 2021 | 3 |
DEERE & CO | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2016 | Q3 2016 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
SYSTM Wealth Solutions LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Princeton Alpha Management LP | 1 | 1 | 0.03% | 0.04% | 0.07% | Q2 2014 | Q4 2016 | 3 |
ADIRONDACK TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.30% | 0.36% | 0.39% | Q1 2020 | Q3 2020 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Miracle Mile Advisors, LLC | 3 | 3 | 0.11% | 0.17% | 0.23% | Q1 2019 | Q3 2019 | 3 |
WealthStone, Inc. | 2 | 1 | 0.00% | 0.11% | 0.19% | Q2 2019 | Q4 2020 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 3 |
Arjuna Capital | 3 | 3 | 0.37% | 0.38% | 0.38% | Q3 2021 | Q1 2022 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q2 2023 | 3 |
Orbitronix, LP | 2 | 1 | 0.26% | 0.72% | 0.99% | Q4 2014 | Q1 2016 | 3 |
RFP Financial Group LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Allen Investment Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q4 2016 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Apriem Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2018 | 3 |
Evolution Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.10% | 0.31% | Q3 2019 | Q3 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
JANICZEK WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
QS Investors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PDT Partners, LLC | 1 | 1 | 0.01% | 0.29% | 0.62% | Q3 2015 | Q3 2016 | 3 |
Acrospire Investment Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q2 2018 | 3 |
EDGAR LOMAX CO/VA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q1 2015 | 2 |
Maven Securities LTD | 1 | 1 | 0.42% | 0.48% | 0.54% | Q1 2017 | Q4 2017 | 2 |
GLG Partners LP | 1 | 1 | 0.43% | 0.44% | 0.44% | Q2 2016 | Q2 2016 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2017 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.88% | 1.59% | 2.30% | Q2 2021 | Q1 2022 | 2 |
MARIETTA INVESTMENT PARTNERS LLC | 2 | 2 | 1.59% | 1.69% | 1.79% | Q2 2013 | Q3 2013 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Private Wealth Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Echo Point Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Espalier Global Management LLC | 2 | 2 | 0.70% | 0.71% | 0.72% | Q3 2013 | Q4 2013 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Banco BTG Pactual S.A. | 2 | 2 | 1.22% | 1.33% | 1.43% | Q1 2016 | Q2 2016 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FNY Managed Accounts LLC | 2 | 2 | 0.04% | 0.45% | 0.87% | Q2 2016 | Q3 2016 | 2 |
PDS Planning, Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
RAND WEALTH, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Oasis Management Co Ltd. | 1 | 1 | 0.00% | 0.04% | 0.08% | Q2 2016 | Q2 2016 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.56% | 0.68% | 0.81% | Q2 2014 | Q3 2014 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Airain ltd | 2 | 2 | 0.08% | 0.10% | 0.13% | Q4 2015 | Q1 2016 | 2 |
WP Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 2 |
GUYASUTA INVESTMENT ADVISORS INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
HIGH POINT BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.01% | 0.08% | 0.14% | Q1 2022 | Q4 2022 | 2 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
GRATRY & Co LLC | 2 | 2 | 2.43% | 2.63% | 2.83% | Q3 2015 | Q4 2015 | 2 |
Cascade Investment Advisors, Inc. | 2 | 2 | 0.50% | 0.52% | 0.54% | Q1 2017 | Q2 2017 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
CONNING INC. | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q1 2017 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Bienville Capital Management, LLC | 1 | 1 | 1.24% | 1.42% | 1.60% | Q4 2019 | Q2 2020 | 2 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.06% | 0.13% | Q2 2014 | Q1 2017 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q4 2017 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
American Research & Management Co. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Santa Fe Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.19% | 0.23% | 0.28% | Q4 2015 | Q1 2016 | 2 |
XR Securities LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 2 |
BREMER TRUST NATIONAL ASSOCIATION | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q1 2016 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 1.57% | 1.67% | 1.78% | Q4 2018 | Q1 2019 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q1 2017 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Allspring Global Investments Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q1 2014 | 2 |
ING GROEP NV | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2013 | Q3 2013 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
BALASA DINVERNO & FOLTZ LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2015 | 2 |
Highlander Capital Management, LLC | 2 | 2 | 0.21% | 0.30% | 0.40% | Q2 2016 | Q3 2016 | 2 |
First Personal Financial Services | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q1 2016 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q4 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
BSW Wealth Partners | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
COWEN INC. | 2 | 2 | 0.02% | 0.10% | 0.18% | Q1 2019 | Q2 2019 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Arden Trust Co | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q3 2015 | Q4 2015 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HANSBERGER GLOBAL INVESTORS INC/FL | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2013 | Q3 2013 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q2 2022 | 2 |
Euclid Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.13% | 0.25% | 0.37% | Q2 2023 | Q3 2023 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.60% | 1.20% | Q3 2013 | Q2 2023 | 2 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 2 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Amida Capital Management II, LLC | 1 | 1 | 0.04% | 0.15% | 0.26% | Q1 2014 | Q1 2014 | 2 |
OppenheimerFunds, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
Weiss Asset Management LP | 2 | 2 | 1.19% | 1.44% | 1.68% | Q2 2018 | Q3 2018 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BLACKROCK ADVISORS LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Claro Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2020 | 2 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Banco BTG Pactual SA | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2015 | Q4 2015 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Algebris Investments (UK) LLP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Symmetry Investments LP | 1 | 1 | 2.56% | 2.56% | 2.56% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
COMMONS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMG National Trust Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NFJ INVESTMENT GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Capital International Investors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Thrax Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Beirne Wealth Consulting Services, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Optas, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Man Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BOLTON LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
Claret Asset Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sculptor Capital LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2014 | Q1 2014 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HHG & Company, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
XTX Topco Ltd | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fore Research & Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Rathbones Group PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BRIGADE CAPITAL MANAGEMENT, LP | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2016 | Q2 2016 | 1 |
Invictus RG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
abrdn plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
WRIGHT INVESTORS SERVICE INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tradeworx Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q3 2013 | 1 |
First Western Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2022 | Q2 2022 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
SCP Investment, LP | 1 | 1 | 1.56% | 1.56% | 1.56% | Q1 2018 | Q1 2018 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2015 | Q3 2015 | 1 |
Senvest Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2013 | Q4 2013 | 1 |
Weather Gauge Advisory, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2021 | Q3 2021 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Anchorage Capital Group, L.L.C. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2013 | Q3 2013 | 1 |
EJF Capital LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2014 | Q1 2014 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Paragon Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2012 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WD RUTHERFORD LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Holistic Financial Partners | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
CASTLEARK MANAGEMENT LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Sepio Capital, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Wingspan Investment Management, LP | 1 | 1 | 3.82% | 3.82% | 3.82% | Q2 2016 | Q2 2016 | 1 |
Bristol Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Horrell Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 1.69% | 1.69% | 1.69% | Q4 2019 | Q4 2019 | 1 |
Sterling Ridge Capital Management LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2014 | Q4 2014 | 1 |
Chescapmanager LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MIDAS MANAGEMENT CORP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2016 | Q2 2016 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2022 | Q3 2022 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2017 | Q1 2017 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
Cypress Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Warther Private Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
RP Investment Advisors LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2020 | Q4 2020 | 1 |
MAINSTREAM INVESTMENT ADVISERS LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2013 | Q2 2013 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
OARSMAN CAPITAL, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 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 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jump Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Greylin Investment Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
HARTFORD INVESTMENT MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BAHL & GAYNOR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Brookfield Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
BROADMARK ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own BARCLAYS PLC or have owned BARCLAYS PLC in the past.