Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.14% | Q1 2012 | Q3 2023 | 123 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 121 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 112 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q3 2023 | 108 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 106 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 97 |
Citadel Advisors | 30 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 96 |
D. E. Shaw & Co., Inc. | 31 | 2 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 91 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.13% | Q4 2014 | Q3 2023 | 85 |
JANE STREET GROUP, LLC | 37 | 37 | 0.00% | 0.01% | 0.12% | Q3 2014 | Q3 2023 | 84 |
Twin Tree Management, LP | 21 | 1 | 0.00% | 0.05% | 0.27% | Q4 2012 | Q3 2023 | 79 |
HSBC HOLDINGS PLC | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 71 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 69 |
Cutler Group LLC / CA | 15 | 2 | 0.00% | 0.01% | 0.09% | Q4 2015 | Q3 2023 | 63 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.01% | 0.04% | Q1 2009 | Q3 2023 | 59 |
GLENMEDE TRUST CO NA | 33 | 5 | 0.00% | 0.07% | 0.48% | Q4 2006 | Q3 2023 | 53 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2018 | 52 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 52 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 51 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 49 |
CAPITAL FUND MANAGEMENT S.A. | 14 | 1 | 0.00% | 0.04% | 0.30% | Q3 2013 | Q3 2023 | 49 |
MACQUARIE GROUP LTD | 28 | 10 | 0.00% | 0.02% | 0.24% | Q2 2013 | Q3 2023 | 47 |
MUFG Americas Holdings Corp | 46 | 46 | 0.00% | 0.05% | 0.23% | Q4 2010 | Q1 2022 | 46 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.03% | 0.18% | Q4 2012 | Q3 2023 | 44 |
HAP Trading, LLC | 15 | 1 | 0.00% | 0.04% | 0.34% | Q2 2013 | Q3 2023 | 43 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 43 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.04% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Timber Creek Capital Management LLC | 42 | 42 | 0.08% | 0.16% | 0.34% | Q2 2013 | Q3 2023 | 42 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 42 | 42 | 0.76% | 2.28% | 4.97% | Q2 2013 | Q3 2023 | 42 |
Violich Capital Management, Inc. | 42 | 42 | 0.88% | 1.81% | 2.91% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.13% | 0.29% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.02% | 0.10% | 0.42% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.11% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MILLENNIUM MANAGEMENT LLC | 9 | 1 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.02% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.00% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.08% | 0.20% | 0.38% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.03% | 0.17% | 0.33% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Canal Insurance CO | 31 | 1 | 0.00% | 1.04% | 3.09% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Willis Investment Counsel | 42 | 42 | 0.24% | 1.09% | 2.13% | Q2 2013 | Q3 2023 | 42 |
TORONTO DOMINION BANK | 36 | 2 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.10% | 0.24% | 0.59% | Q2 2013 | Q3 2023 | 42 |
CREDIT SUISSE AG/ | 24 | 18 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Shelter Mutual Insurance Co | 42 | 42 | 0.81% | 1.63% | 2.03% | Q2 2013 | Q3 2023 | 42 |
Freestone Capital Holdings, LLC | 42 | 42 | 0.01% | 0.15% | 0.45% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MARCO INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.12% | 0.27% | 0.57% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 34 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
FAIRFIELD, BUSH & CO. | 41 | 41 | 0.06% | 0.40% | 1.69% | Q3 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2023 | 41 |
SCOTIA CAPITAL INC. | 28 | 13 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 41 |
PEAK6 Investments LLC | 18 | 2 | 0.00% | 0.02% | 0.09% | Q3 2018 | Q3 2023 | 41 |
HighTower Advisors, LLC | 17 | 8 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
CIBC WORLD MARKET INC. | 34 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
TCI Wealth Advisors, Inc. | 28 | 13 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q1 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
GUARDIAN CAPITAL ADVISORS LP | 41 | 41 | 0.62% | 0.99% | 1.51% | Q3 2013 | Q3 2023 | 41 |
Narwhal Capital Management | 34 | 7 | 0.09% | 0.25% | 0.47% | Q2 2013 | Q3 2023 | 41 |
SHELTON CAPITAL MANAGEMENT | 33 | 8 | 0.01% | 0.11% | 0.38% | Q2 2013 | Q3 2023 | 41 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q1 2017 | 40 |
Stonebridge Capital Advisors LLC | 40 | 40 | 0.28% | 0.50% | 0.70% | Q4 2013 | Q3 2023 | 40 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 38 | 2 | 0.09% | 0.37% | 0.72% | Q2 2013 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.12% | 0.56% | Q2 2013 | Q3 2023 | 40 |
Tower Research Capital LLC (TRC) | 33 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
STATE STREET CORP | 32 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
M&T BANK CORP | 23 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.02% | 0.52% | 1.27% | Q4 2013 | Q3 2023 | 40 |
OPPENHEIMER & CO INC | 26 | 13 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
Invesco Ltd. | 27 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
NORGES BANK | 39 | 39 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2022 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2022 | 39 |
PROFUND ADVISORS LLC | 35 | 4 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 39 |
1832 Asset Management L.P. | 39 | 39 | 0.00% | 0.02% | 0.11% | Q1 2014 | Q3 2023 | 39 |
Callahan Advisors, LLC | 29 | 3 | 0.14% | 0.83% | 1.32% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q4 2022 | 39 |
NICHOLS & PRATT ADVISERS LLP /MA | 25 | 13 | 0.02% | 0.47% | 1.83% | Q2 2013 | Q3 2023 | 38 |
Mirae Asset Global Investments Co., Ltd. | 35 | 3 | 0.00% | 0.02% | 0.06% | Q4 2011 | Q4 2021 | 38 |
Checchi Capital Advisers, LLC | 36 | 2 | 0.03% | 0.07% | 0.16% | Q4 2013 | Q3 2023 | 38 |
AlphaMark Advisors, LLC | 29 | 9 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.04% | 0.24% | Q2 2013 | Q3 2022 | 38 |
BLUESTEIN R H & CO LLC | 27 | 10 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2022 | 37 |
SG Americas Securities, LLC | 22 | 1 | 0.00% | 0.03% | 0.37% | Q2 2013 | Q3 2023 | 37 |
Compagnie Lombard Odier SCmA | 33 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 37 |
NOMURA HOLDINGS INC | 11 | 1 | 0.00% | 0.02% | 0.20% | Q1 2013 | Q2 2023 | 37 |
Glassman Wealth Services | 36 | 36 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.05% | 0.11% | Q4 2014 | Q3 2023 | 36 |
SYNOVUS FINANCIAL CORP | 16 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q1 2022 | 36 |
NBT BANK N A /NY | 14 | 3 | 0.03% | 0.07% | 0.24% | Q2 2013 | Q2 2023 | 36 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 29 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.03% | 0.13% | 0.30% | Q4 2014 | Q3 2023 | 36 |
JENNISON ASSOCIATES LLC | 25 | 11 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2022 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.01% | 0.06% | 0.15% | Q4 2014 | Q3 2023 | 36 |
Neuberger Berman Group LLC | 19 | 17 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 36 |
TD ASSET MANAGEMENT INC | 14 | 10 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 35 |
SIGNATUREFD, LLC | 26 | 1 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 35 |
SCOUT INVESTMENTS, INC. | 35 | 35 | 0.19% | 0.59% | 1.23% | Q2 2013 | Q4 2021 | 35 |
Endurance Wealth Management, Inc. | 33 | 2 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2023 | 35 |
TWO SIGMA ADVISERS, LP | 22 | 1 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 35 |
First Horizon Advisors, Inc. | 19 | 1 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.00% | 0.04% | 0.12% | Q1 2015 | Q3 2023 | 35 |
BOKF, NA | 10 | 3 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 35 |
FIRST MANHATTAN CO. LLC. | 24 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.12% | 0.27% | Q2 2015 | Q3 2023 | 34 |
Fisher Asset Management, LLC | 22 | 12 | 0.00% | 0.42% | 1.00% | Q2 2013 | Q3 2023 | 34 |
AMERICAN NATIONAL INSURANCE CO | 34 | 34 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2021 | 34 |
Carroll Financial Associates, Inc. | 34 | 34 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q4 2021 | 34 |
Cubist Systematic Strategies, LLC | 10 | 1 | 0.00% | 0.03% | 0.13% | Q2 2014 | Q2 2023 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2022 | 34 |
Johnson Financial Group, Inc. | 30 | 4 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q4 2021 | 34 |
Cambridge Investment Research Advisors, Inc. | 26 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 34 |
RAYMOND JAMES TRUST N.A. | 14 | 3 | 0.01% | 0.05% | 0.23% | Q3 2013 | Q3 2023 | 34 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
REILLY FINANCIAL ADVISORS, LLC | 29 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2021 | 33 |
ASSETMARK, INC | 33 | 33 | 0.00% | 0.06% | 0.18% | Q3 2015 | Q3 2023 | 33 |
Saturna Capital CORP | 31 | 1 | 0.01% | 0.01% | 0.08% | Q3 2013 | Q3 2023 | 33 |
Covington Capital Management | 21 | 12 | 0.01% | 0.13% | 0.37% | Q2 2013 | Q3 2022 | 33 |
JARISLOWSKY, FRASER Ltd | 33 | 33 | 0.00% | 0.38% | 7.76% | Q2 2013 | Q2 2021 | 33 |
OPTIMUM INVESTMENT ADVISORS | 26 | 7 | 0.02% | 0.08% | 0.15% | Q3 2013 | Q4 2023 | 33 |
INTEGRAL DERIVATIVES, LLC | 10 | 7 | 0.01% | 0.03% | 0.17% | Q4 2013 | Q1 2018 | 32 |
EXANE DERIVATIVES | 11 | 1 | 0.00% | 0.11% | 0.66% | Q4 2014 | Q1 2022 | 32 |
FMR LLC | 25 | 7 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 32 |
Smithfield Trust Co | 26 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 32 |
PRIO WEALTH LIMITED PARTNERSHIP | 27 | 5 | 0.01% | 0.43% | 1.25% | Q2 2013 | Q4 2021 | 32 |
Kistler-Tiffany Companies, LLC | 26 | 6 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q2 2023 | 32 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
FIDUCIARY TRUST CO | 31 | 31 | 0.04% | 0.07% | 0.11% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
D.A. DAVIDSON & CO. | 17 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 31 |
West Coast Financial LLC | 10 | 1 | 0.04% | 0.15% | 0.75% | Q2 2013 | Q1 2023 | 31 |
GEODE CAPITAL MANAGEMENT, LLC | 21 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 31 |
Aperio Group, LLC | 31 | 31 | 0.08% | 0.23% | 0.44% | Q2 2013 | Q4 2020 | 31 |
Simmons Bank | 31 | 31 | 0.03% | 0.07% | 0.16% | Q1 2016 | Q3 2023 | 31 |
HEADINVEST, LLC | 27 | 1 | 0.01% | 0.43% | 1.33% | Q2 2013 | Q3 2023 | 31 |
BENEDICT FINANCIAL ADVISORS INC | 21 | 3 | 0.06% | 0.15% | 0.31% | Q4 2014 | Q3 2023 | 31 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q2 2023 | 31 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 3 | 0.01% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 31 |
Portland Global Advisors LLC | 27 | 4 | 0.08% | 0.28% | 0.73% | Q2 2013 | Q1 2021 | 31 |
CWM, LLC | 20 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 30 |
Bridge Creek Capital Management LLC | 18 | 12 | 0.28% | 0.54% | 1.26% | Q4 2015 | Q3 2023 | 30 |
SALEM INVESTMENT COUNSELORS INC | 12 | 1 | 0.00% | 0.07% | 0.46% | Q1 2014 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 18 | 2 | 0.01% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 30 |
CULLEN/FROST BANKERS, INC. | 19 | 11 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 30 |
MCF Advisors LLC | 28 | 1 | 0.00% | 0.01% | 0.04% | Q4 2011 | Q1 2022 | 30 |
Tradewinds Capital Management, LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2021 | 30 |
CIBC Private Wealth Group, LLC | 25 | 5 | 0.01% | 0.05% | 0.08% | Q1 2014 | Q3 2023 | 30 |
Bollard Group LLC | 28 | 2 | 0.00% | 0.20% | 0.42% | Q2 2015 | Q3 2023 | 30 |
BROWN BROTHERS HARRIMAN & CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 29 |
BLAIR WILLIAM & CO/IL | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
Baystate Wealth Management LLC | 28 | 1 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.09% | Q4 2013 | Q4 2020 | 29 |
Westwood Global Investments, LLC | 27 | 2 | 0.28% | 2.40% | 3.60% | Q1 2016 | Q3 2023 | 29 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2022 | 29 |
WEDBUSH SECURITIES INC | 23 | 3 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 29 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.04% | 0.18% | Q4 2016 | Q3 2023 | 28 |
GREENLEAF TRUST | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Bridgewater Associates | 28 | 28 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q1 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Quantbot Technologies LP | 8 | 1 | 0.00% | 0.17% | 0.54% | Q2 2013 | Q2 2023 | 28 |
Royal Fund Management, LLC | 28 | 28 | 0.03% | 0.08% | 0.18% | Q4 2016 | Q3 2023 | 28 |
Baird Financial Group, Inc. | 14 | 6 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 28 |
VICUS CAPITAL | 28 | 28 | 0.30% | 1.34% | 2.22% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.04% | 0.12% | 0.24% | Q2 2013 | Q1 2020 | 28 |
Godshalk Welsh Capital Management, Inc. | 14 | 13 | 0.16% | 0.22% | 0.28% | Q4 2016 | Q3 2023 | 27 |
Bellecapital International Ltd. | 27 | 27 | 0.12% | 0.27% | 0.53% | Q3 2016 | Q1 2023 | 27 |
Balentine LLC | 12 | 1 | 0.00% | 0.02% | 0.11% | Q1 2015 | Q3 2023 | 27 |
BANQUE PICTET & CIE SA | 27 | 27 | 0.00% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
THOMAS WHITE INTERNATIONAL LTD | 21 | 6 | 0.01% | 0.83% | 1.57% | Q2 2013 | Q3 2021 | 27 |
Pacer Advisors, Inc. | 14 | 1 | 0.03% | 0.14% | 0.43% | Q4 2013 | Q3 2023 | 27 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 11 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q2 2021 | 27 |
HOURGLASS CAPITAL, LLC | 27 | 27 | 1.19% | 1.58% | 1.97% | Q1 2017 | Q3 2023 | 27 |
Hudock, Inc. | 24 | 1 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 27 |
Asset Dedication, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Pictet North America Advisors SA | 27 | 27 | 0.04% | 0.37% | 0.62% | Q1 2017 | Q3 2023 | 27 |
Bray Capital Advisors | 25 | 1 | 0.00% | 0.06% | 0.19% | Q1 2015 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
GSB Wealth Management, LLC | 14 | 13 | 0.11% | 0.96% | 2.00% | Q4 2016 | Q3 2023 | 27 |
South Street Advisors LLC | 27 | 27 | 0.87% | 2.93% | 5.60% | Q1 2017 | Q3 2023 | 27 |
CASTLEARK MANAGEMENT LLC | 19 | 2 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 27 |
Strategic Global Advisors, LLC | 27 | 27 | 0.07% | 0.19% | 0.62% | Q1 2017 | Q3 2023 | 27 |
INGALLS & SNYDER LLC | 12 | 2 | 0.10% | 0.12% | 0.16% | Q2 2016 | Q3 2023 | 26 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.07% | 0.14% | 0.18% | Q3 2016 | Q3 2023 | 26 |
Autus Asset Management, LLC | 26 | 26 | 0.02% | 0.49% | 1.01% | Q4 2015 | Q1 2022 | 26 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 8 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q3 2023 | 26 |
ADVISOR PARTNERS LLC | 20 | 6 | 0.04% | 0.10% | 0.19% | Q2 2013 | Q2 2022 | 26 |
U S GLOBAL INVESTORS INC | 20 | 2 | 0.00% | 0.59% | 4.06% | Q3 2013 | Q3 2021 | 26 |
FRANKLIN RESOURCES INC | 13 | 12 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 25 |
Shelter Ins Retirement Plan | 25 | 25 | 1.11% | 1.92% | 2.55% | Q2 2013 | Q2 2019 | 25 |
AMUNDI ASSET MANAGEMENT US, INC. | 20 | 2 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q1 2021 | 25 |
Coastline Trust Co | 25 | 25 | 0.04% | 0.07% | 0.11% | Q3 2016 | Q3 2022 | 25 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.00% | 0.03% | Q2 2014 | Q4 2021 | 25 |
Moors & Cabot, Inc. | 13 | 1 | 0.02% | 0.07% | 0.16% | Q1 2014 | Q3 2023 | 25 |
Cornerstone Advisors, Inc. | 25 | 25 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q2 2019 | 25 |
Radnor Capital Management, LLC | 19 | 1 | 0.17% | 0.28% | 0.55% | Q4 2016 | Q3 2023 | 25 |
HOWE & RUSLING INC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
Nicholas Hoffman & Company, LLC. | 14 | 10 | 0.02% | 0.07% | 0.12% | Q3 2017 | Q3 2023 | 24 |
Freedom Investment Management, Inc. | 12 | 1 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q4 2022 | 24 |
CoreCommodity Management, LLC | 12 | 2 | 0.03% | 0.31% | 2.28% | Q3 2014 | Q2 2023 | 24 |
American Trust Investment Advisors, LLC | 14 | 10 | 0.18% | 0.24% | 0.36% | Q3 2017 | Q3 2023 | 24 |
Greenline Partners, LLC | 24 | 24 | 1.47% | 2.57% | 3.64% | Q4 2017 | Q3 2023 | 24 |
D.B. Root & Company, LLC | 24 | 24 | 0.39% | 0.49% | 0.68% | Q4 2017 | Q3 2023 | 24 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 17 | 1 | 0.01% | 0.36% | 1.00% | Q1 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Squarepoint Ops LLC | 9 | 1 | 0.00% | 0.05% | 0.15% | Q1 2016 | Q3 2023 | 24 |
Financial Architects, Inc | 15 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2019 | 24 |
DUNCKER STREETT & CO INC | 24 | 24 | 0.00% | 0.11% | 0.31% | Q2 2013 | Q1 2019 | 24 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.09% | 0.70% | Q3 2018 | Q2 2023 | 24 |
BARINGS LLC | 22 | 2 | 0.03% | 0.09% | 0.17% | Q2 2013 | Q1 2021 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Dorsey & Whitney Trust CO LLC | 23 | 23 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q2 2023 | 23 |
TRUIST FINANCIAL CORP | 16 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 23 |
WATERS PARKERSON & CO., LLC | 23 | 23 | 0.07% | 0.28% | 0.84% | Q2 2013 | Q4 2018 | 23 |
DekaBank Deutsche Girozentrale | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 23 |
Sonora Investment Management, LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 23 |
Point View Wealth Management, Inc. | 23 | 23 | 0.21% | 0.66% | 0.84% | Q2 2015 | Q4 2020 | 23 |
Segantii Capital Management Ltd | 9 | 1 | 0.00% | 8.25% | 45.25% | Q1 2014 | Q3 2023 | 23 |
Oxbow Advisors, LLC | 23 | 23 | 0.06% | 0.19% | 0.41% | Q2 2013 | Q4 2018 | 23 |
THOMPSON SIEGEL & WALMSLEY LLC | 12 | 10 | 0.00% | 0.25% | 1.12% | Q2 2013 | Q3 2023 | 22 |
Trust Co | 20 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.03% | 0.08% | 0.17% | Q2 2018 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 22 |
BOWEN HANES & CO INC | 12 | 1 | 0.02% | 0.58% | 1.29% | Q2 2013 | Q3 2023 | 22 |
LSV ASSET MANAGEMENT | 15 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
AFAM CAPITAL, INC. | 22 | 22 | 0.08% | 0.19% | 0.36% | Q2 2013 | Q3 2018 | 22 |
DAVIS-REA LTD. | 22 | 22 | 0.19% | 0.51% | 0.99% | Q1 2014 | Q2 2019 | 22 |
Gradient Investments LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
PINNACLE ASSOCIATES LTD | 11 | 10 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 21 |
NumerixS Investment Technologies Inc | 16 | 1 | 0.00% | 0.12% | 0.40% | Q4 2014 | Q2 2020 | 21 |
ALLIANCEBERNSTEIN L.P. | 17 | 4 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 21 |
Caprock Group, LLC | 9 | 1 | 0.03% | 0.05% | 0.07% | Q1 2016 | Q3 2023 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q1 2019 | 21 |
CQS Cayman LP | 14 | 2 | 0.23% | 1.51% | 4.93% | Q2 2013 | Q3 2019 | 21 |
UBS OCONNOR LLC | 18 | 18 | 0.00% | 0.33% | 1.03% | Q3 2013 | Q4 2017 | 21 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 21 |
BAILARD, INC. | 21 | 21 | 0.01% | 0.03% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Belpointe Asset Management LLC | 21 | 21 | 0.02% | 0.05% | 0.17% | Q1 2018 | Q1 2023 | 21 |
SIT INVESTMENT ASSOCIATES INC | 12 | 1 | 0.00% | 0.13% | 0.36% | Q2 2013 | Q3 2023 | 21 |
EVERGREEN CAPITAL MANAGEMENT LLC | 12 | 9 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 21 |
Norway Savings Bank | 12 | 9 | 0.00% | 0.16% | 0.52% | Q2 2018 | Q3 2023 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
PIN OAK INVESTMENT ADVISORS INC | 20 | 20 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.03% | 0.14% | Q1 2018 | Q3 2023 | 20 |
OPPENHEIMER ASSET MANAGEMENT INC. | 11 | 1 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 20 |
CADINHA & CO LLC | 12 | 8 | 0.04% | 0.77% | 4.68% | Q4 2015 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BB&T SECURITIES, LLC | 11 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 20 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.08% | 0.39% | Q3 2015 | Q3 2023 | 20 |
CREDIT AGRICOLE S A | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 20 |
VALLEY NATIONAL ADVISERS INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Sandy Spring Bank | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
PITTENGER & ANDERSON INC | 9 | 1 | 0.00% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 20 |
CARRET ASSET MANAGEMENT, LLC | 20 | 20 | 0.04% | 0.18% | 0.40% | Q2 2013 | Q1 2018 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
STATE OF WISCONSIN INVESTMENT BOARD | 20 | 20 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2018 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 20 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 2 | 0.00% | 0.07% | 0.52% | Q2 2013 | Q2 2021 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Hexavest Inc. | 14 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 19 |
AllSquare Wealth Management LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2019 | 19 |
DREMAN VALUE MANAGEMENT, L L C | 15 | 4 | 0.00% | 0.28% | 0.73% | Q2 2013 | Q1 2018 | 19 |
Lenox Wealth Advisors, LLC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2022 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q2 2022 | 19 |
Ativo Capital Management LLC | 19 | 19 | 0.58% | 0.89% | 1.68% | Q1 2019 | Q3 2023 | 19 |
Financial Sense Advisors, Inc. | 11 | 2 | 0.24% | 1.18% | 3.05% | Q1 2018 | Q3 2023 | 19 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.01% | 0.09% | 0.14% | Q1 2010 | Q1 2016 | 19 |
ETRADE Capital Management LLC | 18 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2020 | 19 |
SVB WEALTH LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 19 |
FIRST TRUST ADVISORS LP | 7 | 6 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 19 |
MIDAS MANAGEMENT CORP | 19 | 19 | 0.28% | 0.51% | 0.88% | Q2 2013 | Q4 2017 | 19 |
FINANCIAL COUNSELORS INC | 9 | 4 | 0.01% | 0.17% | 0.55% | Q2 2013 | Q3 2021 | 19 |
Integrated Wealth Concepts LLC | 19 | 19 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
FDx Advisors, Inc. | 7 | 2 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.03% | 0.07% | 0.16% | Q1 2014 | Q3 2018 | 19 |
Mariner, LLC | 14 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.23% | 0.34% | 0.44% | Q1 2019 | Q3 2023 | 19 |
TOMPKINS FINANCIAL CORP | 14 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2021 | 19 |
Russell Investments Group, Ltd. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 19 |
EAGLE ASSET MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2021 | 19 |
MITCHELL CAPITAL MANAGEMENT CO | 19 | 19 | 0.13% | 0.25% | 0.46% | Q1 2019 | Q3 2023 | 19 |
Kingsview Wealth Management, LLC | 13 | 6 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 19 |
McIlrath & Eck, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.02% | 0.09% | Q1 2013 | Q3 2023 | 18 |
NEW YORK STATE COMMON RETIREMENT FUND | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
OLD NATIONAL BANCORP /IN/ | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q1 2023 | 18 |
Ledyard National Bank | 10 | 1 | 0.00% | 0.12% | 0.44% | Q2 2013 | Q4 2018 | 18 |
People's United Financial, Inc. | 17 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2017 | 18 |
MML INVESTORS SERVICES, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q2 2017 | 18 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 2 | 0.00% | 0.06% | 0.29% | Q4 2016 | Q1 2023 | 18 |
Focused Wealth Management, Inc | 18 | 18 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2017 | 18 |
Global X Management CO LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2014 | 18 |
Qtron Investments LLC | 18 | 18 | 0.07% | 0.21% | 0.35% | Q2 2019 | Q3 2023 | 18 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 16 | 2 | 0.01% | 0.20% | 0.28% | Q3 2013 | Q4 2020 | 18 |
NAVELLIER & ASSOCIATES INC | 12 | 6 | 0.02% | 0.19% | 0.58% | Q3 2012 | Q3 2023 | 18 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 6 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 17 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.14% | 0.20% | 0.26% | Q4 2019 | Q4 2023 | 17 |
FIRST INTERSTATE BANK | 17 | 17 | 0.00% | 0.50% | 1.33% | Q2 2013 | Q2 2017 | 17 |
Resource Management, LLC | 17 | 17 | 0.08% | 0.18% | 0.25% | Q4 2017 | Q4 2021 | 17 |
WESBANCO BANK INC | 11 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 17 |
BRINKER CAPITAL INC | 17 | 17 | 0.03% | 0.11% | 0.20% | Q2 2016 | Q2 2020 | 17 |
COMMERCE BANK | 11 | 2 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q2 2023 | 17 |
CITY HOLDING CO | 13 | 4 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2020 | 17 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 10 | 7 | 0.13% | 0.43% | 0.77% | Q2 2013 | Q3 2023 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 7 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q2 2017 | 17 |
Gemmer Asset Management LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
GUARDIAN CAPITAL LP | 6 | 3 | 0.00% | 0.11% | 0.33% | Q3 2013 | Q2 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.09% | 0.18% | 0.25% | Q2 2013 | Q2 2017 | 17 |
ANDERSON HOAGLAND & CO | 17 | 17 | 0.24% | 0.52% | 0.67% | Q3 2017 | Q3 2021 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
KING LUTHER CAPITAL MANAGEMENT CORP | 10 | 7 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 17 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 17 |
Oakworth Capital, Inc. | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 17 |
Maven Securities LTD | 5 | 1 | 0.01% | 6.88% | 36.62% | Q1 2017 | Q1 2023 | 17 |
Avalon Investment & Advisory | 14 | 3 | 0.01% | 0.15% | 0.51% | Q2 2013 | Q1 2023 | 17 |
Cresset Asset Management, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.04% | 0.20% | Q2 2014 | Q3 2023 | 17 |
180 WEALTH ADVISORS, LLC | 12 | 5 | 0.09% | 0.22% | 0.32% | Q2 2018 | Q3 2023 | 17 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 9 | 8 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 17 |
Laurion Capital Management LP | 5 | 1 | 0.00% | 0.06% | 0.20% | Q3 2013 | Q4 2021 | 17 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 9 | 3 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2018 | 17 |
ATLAS CAPITAL ADVISORS LLC | 11 | 6 | 0.00% | 0.05% | 0.20% | Q3 2018 | Q3 2023 | 17 |
MONROE BANK & TRUST/MI | 6 | 3 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2018 | 17 |
Valeo Financial Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 16 |
BENNICAS & ASSOCIATES, INC. | 10 | 6 | 0.20% | 0.38% | 0.54% | Q2 2013 | Q4 2022 | 16 |
Verdence Capital Advisors LLC | 16 | 16 | 0.07% | 0.16% | 0.25% | Q4 2017 | Q3 2021 | 16 |
Recurrent Investment Advisors LLC | 16 | 16 | 0.28% | 0.77% | 1.79% | Q4 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 16 | 16 | 0.14% | 0.32% | 0.58% | Q2 2013 | Q1 2017 | 16 |
Solstein Capital, LLC | 15 | 1 | 0.13% | 0.38% | 0.98% | Q2 2018 | Q3 2023 | 16 |
TDAM USA INC. | 14 | 2 | 0.01% | 0.13% | 0.36% | Q2 2013 | Q1 2018 | 16 |
Caption Management, LLC | 9 | 1 | 0.01% | 0.09% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Brookfield Asset Management | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q2 2023 | 16 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.02% | 0.16% | 0.51% | Q1 2014 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 4 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 16 |
Plante Moran Financial Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 16 |
Chronos Wealth Management, LLC | 16 | 16 | 0.24% | 0.35% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Tidal Investments LLC | 16 | 16 | 0.21% | 0.88% | 1.16% | Q4 2019 | Q3 2023 | 16 |
CIBC Asset Management Inc | 16 | 16 | 0.06% | 0.15% | 0.26% | Q1 2014 | Q4 2017 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
RHUMBLINE ADVISERS | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.20% | 0.27% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Marketfield Asset Management LLC | 13 | 3 | 0.59% | 2.16% | 3.29% | Q1 2014 | Q2 2019 | 16 |
Alpha Cubed Investments, LLC | 16 | 16 | 0.02% | 1.10% | 2.39% | Q4 2017 | Q3 2021 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.09% | 0.17% | 0.22% | Q4 2019 | Q3 2023 | 16 |
SPROTT INC. | 10 | 1 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 16 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 14 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 16 |
CONNABLE OFFICE INC | 16 | 16 | 0.06% | 0.21% | 0.43% | Q2 2013 | Q1 2017 | 16 |
Halpern Financial, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Proficio Capital Partners LLC | 15 | 15 | 0.01% | 0.05% | 0.08% | Q4 2015 | Q2 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q4 2016 | 15 |
American Research & Management Co. | 14 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2022 | 15 |
Franklin, Parlapiano, Turner & Welch, LLC | 11 | 1 | 0.03% | 0.15% | 0.42% | Q3 2014 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Essex Savings Bank | 12 | 3 | 0.02% | 0.13% | 0.19% | Q4 2018 | Q3 2023 | 15 |
Clarius Group, LLC | 12 | 3 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 15 |
IHT Wealth Management, LLC | 7 | 2 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 15 |
CAZ INVESTMENTS LP | 15 | 15 | 0.36% | 0.89% | 1.60% | Q2 2015 | Q4 2018 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Bogart Wealth, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.03% | Q3 2011 | Q3 2015 | 15 |
CLEAR STREET MARKETS LLC | 11 | 1 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 15 |
LMR Partners LLP | 5 | 1 | 0.18% | 1.35% | 4.00% | Q3 2016 | Q3 2022 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
MARTIN CURRIE LTD | 15 | 15 | 0.04% | 0.20% | 0.54% | Q4 2013 | Q2 2017 | 15 |
NOESIS CAPITAL MANGEMENT CORP | 14 | 1 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.07% | 0.89% | 2.02% | Q4 2014 | Q3 2023 | 15 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 15 |
Ancora Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PLIMOTH TRUST CO LLC | 9 | 1 | 0.06% | 0.10% | 0.14% | Q4 2017 | Q1 2022 | 15 |
SeaCrest Wealth Management, LLC | 7 | 2 | 0.01% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 15 |
CI INVESTMENTS INC. | 9 | 6 | 0.00% | 0.31% | 0.84% | Q1 2016 | Q3 2023 | 15 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.22% | 1.03% | Q2 2013 | Q1 2019 | 14 |
VERTEX ONE ASSET MANAGEMENT INC. | 14 | 14 | 0.11% | 0.25% | 0.48% | Q4 2014 | Q1 2018 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2016 | 14 |
Trexquant Investment LP | 4 | 1 | 0.02% | 0.10% | 0.36% | Q3 2015 | Q4 2022 | 14 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 8 | 3 | 0.04% | 0.17% | 0.35% | Q2 2013 | Q2 2023 | 14 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.03% | 1.65% | 7.58% | Q2 2015 | Q2 2023 | 14 |
Mercer Capital Advisers, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2019 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.04% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Jump Trading, LLC | 3 | 1 | 0.00% | 0.03% | 0.18% | Q4 2013 | Q1 2019 | 14 |
Vestmark Advisory Solutions, Inc. | 6 | 1 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 14 |
CAPITAL GUARDIAN TRUST CO | 13 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 14 |
MISSION WEALTH MANAGEMENT, LP | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Pinnacle Bancorp, Inc. | 9 | 5 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 14 |
Sargent Bickham Lagudis LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2022 | 14 |
Parkside Financial Bank & Trust | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 14 |
GROUP ONE TRADING, L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 14 |
WFG Advisors, LP | 14 | 14 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q3 2016 | 14 |
NORTHROAD CAPITAL MANAGEMENT LLC | 14 | 14 | 1.54% | 2.02% | 2.59% | Q2 2013 | Q3 2016 | 14 |
Parametric Risk Advisors LLC | 14 | 14 | 0.08% | 0.15% | 0.22% | Q2 2013 | Q3 2016 | 14 |
OLD SECOND NATIONAL BANK OF AURORA | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2018 | 14 |
GAM Holding AG | 7 | 1 | 0.01% | 0.11% | 0.27% | Q2 2013 | Q2 2017 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2020 | 14 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 14 |
BANK OF NOVA SCOTIA | 7 | 1 | 0.00% | 0.01% | 0.08% | Q3 2017 | Q3 2022 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2021 | 13 |
West Oak Capital, LLC | 10 | 3 | 0.01% | 0.50% | 0.87% | Q2 2013 | Q3 2021 | 13 |
Successful Portfolios LLC | 12 | 1 | 0.13% | 0.19% | 0.25% | Q2 2019 | Q3 2023 | 13 |
STEPHENS INC /AR/ | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 13 |
JACKSON SQUARE CAPITAL, LLC | 11 | 2 | 0.09% | 0.17% | 0.26% | Q4 2019 | Q3 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 13 |
HARDING LOEVNER LP | 12 | 1 | 0.00% | 3.80% | 5.60% | Q3 2015 | Q3 2023 | 13 |
Marshall Wace North America L.P. | 5 | 4 | 0.01% | 0.09% | 0.35% | Q2 2017 | Q3 2021 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q2 2023 | 13 |
LEUTHOLD GROUP, LLC | 11 | 2 | 0.06% | 0.18% | 0.87% | Q2 2013 | Q1 2023 | 13 |
Wills Financial Group, Inc. | 8 | 5 | 0.16% | 0.61% | 1.20% | Q4 2013 | Q4 2018 | 13 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 13 |
Rossmore Private Capital | 12 | 1 | 0.01% | 0.28% | 0.37% | Q4 2017 | Q3 2023 | 13 |
OBERWEIS ASSET MANAGEMENT INC/ | 6 | 1 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q1 2022 | 13 |
Capital Analysts, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q2 2021 | 13 |
Manning & Napier Group, LLC | 8 | 5 | 0.03% | 0.10% | 0.15% | Q2 2018 | Q1 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
BDO Wealth Advisors, LLC | 10 | 1 | 0.00% | 0.05% | 0.34% | Q4 2017 | Q2 2023 | 13 |
Ionic Capital Management LLC | 3 | 1 | 0.01% | 0.11% | 0.21% | Q2 2013 | Q3 2015 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.35% | 0.49% | 0.67% | Q3 2020 | Q3 2023 | 13 |
Acropolis Investment Management, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Csenge Advisory Group | 12 | 1 | 0.00% | 0.12% | 0.24% | Q3 2018 | Q4 2021 | 13 |
SUNTRUST BANKS INC | 11 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2014 | Q3 2017 | 13 |
WINTRUST INVESTMENTS LLC | 11 | 2 | 0.03% | 0.13% | 0.22% | Q2 2020 | Q3 2023 | 13 |
FULTON BANK, N.A. | 7 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2023 | 13 |
NATIXIS | 4 | 1 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q2 2021 | 13 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 12 |
Liberty Mutual Group Asset Management Inc. | 8 | 1 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q3 2018 | 12 |
BlackRock Group LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
NewEdge Advisors, LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 12 |
BLACKROCK ADVISORS LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 1.72% | 2.19% | 2.50% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Avestar Capital, LLC | 6 | 6 | 0.01% | 0.04% | 0.19% | Q1 2018 | Q2 2022 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 12 |
Lee Financial Co | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 12 |
Beacon Capital Management, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2019 | 12 |
Perigon Wealth Management, LLC | 6 | 1 | 0.00% | 0.04% | 0.08% | Q3 2011 | Q3 2023 | 12 |
WRIGHT INVESTORS SERVICE INC | 6 | 2 | 0.08% | 0.55% | 1.85% | Q2 2013 | Q2 2019 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 12 |
Ipswich Investment Management Co., Inc. | 12 | 12 | 0.01% | 0.45% | 0.93% | Q2 2013 | Q1 2016 | 12 |
Independent Advisor Alliance | 7 | 5 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 12 |
A.R.T. Advisors, LLC | 4 | 1 | 0.02% | 0.16% | 0.37% | Q2 2013 | Q2 2019 | 12 |
MERITAGE PORTFOLIO MANAGEMENT | 9 | 3 | 0.07% | 0.41% | 1.02% | Q2 2019 | Q3 2023 | 12 |
HM PAYSON & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Renasant Bank | 12 | 12 | 0.18% | 0.23% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Sequoia Financial Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Wealth Planning Services, Inc. | 12 | 12 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2018 | 12 |
CARILLON TOWER ADVISERS, INC. | 12 | 12 | 0.04% | 0.08% | 0.11% | Q1 2018 | Q4 2020 | 12 |
SRS Capital Advisors, Inc. | 7 | 5 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.20% | 1.65% | Q1 2018 | Q3 2023 | 12 |
SMITH ASSET MANAGEMENT GROUP LP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 12 |
Geneva Advisors, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2017 | 12 |
INSIGHT 2811, INC. | 7 | 1 | 0.00% | 0.12% | 0.19% | Q2 2013 | Q2 2015 | 12 |
PARK AVENUE SECURITIES LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Capital Innovations LLC | 12 | 12 | 0.51% | 1.91% | 2.73% | Q3 2016 | Q2 2019 | 12 |
Touchstone Capital, Inc. | 12 | 12 | 0.29% | 0.37% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Knights of Columbus Asset Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
North Star Investment Management Corp. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2017 | 12 |
YorkBridge Wealth Partners, LLC | 8 | 4 | 0.00% | 0.11% | 0.20% | Q4 2016 | Q4 2022 | 12 |
Cetera Advisors LLC | 12 | 12 | 0.00% | 0.04% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Choate Investment Advisors | 6 | 1 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 12 |
MCKINLEY CAPITAL MANAGEMENT LLC | 7 | 5 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.06% | 0.18% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q3 2023 | 12 |
WHV Investments, Inc. | 12 | 12 | 1.30% | 3.70% | 4.74% | Q2 2013 | Q1 2016 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2019 | 11 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.03% | 0.14% | 0.52% | Q3 2014 | Q4 2022 | 11 |
Clear Harbor Asset Management, LLC | 9 | 1 | 0.01% | 0.12% | 0.20% | Q2 2013 | Q3 2020 | 11 |
South Dakota Investment Council | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2017 | 11 |
Main Street Research LLC | 11 | 11 | 1.44% | 2.68% | 5.78% | Q4 2016 | Q2 2019 | 11 |
Wambolt & Associates, LLC | 11 | 11 | 0.30% | 0.51% | 0.74% | Q1 2021 | Q3 2023 | 11 |
GenTrust, LLC | 11 | 11 | 0.03% | 0.07% | 0.17% | Q1 2021 | Q3 2023 | 11 |
GW HENSSLER & ASSOCIATES LTD | 11 | 11 | 0.19% | 0.30% | 0.38% | Q2 2013 | Q4 2015 | 11 |
Hammer Asset Management, LLC | 11 | 11 | 0.85% | 2.19% | 2.98% | Q2 2018 | Q4 2020 | 11 |
EDGE ASSET MANAGEMENT, INC | 11 | 11 | 0.14% | 0.42% | 0.59% | Q2 2013 | Q4 2015 | 11 |
Marks Group Wealth Management, Inc | 11 | 11 | 0.05% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 11 |
HIGH POINT BANK & TRUST CO | 11 | 11 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
Bangor Savings Bank | 6 | 5 | 0.01% | 0.04% | 0.10% | Q4 2013 | Q3 2023 | 11 |
Sawyer & Company, Inc | 7 | 4 | 0.02% | 0.10% | 0.25% | Q4 2017 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2020 | 11 |
DAVENPORT & Co LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2018 | 11 |
10-15 ASSOCIATES, INC. | 11 | 11 | 0.11% | 0.16% | 0.20% | Q2 2017 | Q4 2019 | 11 |
SAL Trading, LLC | 7 | 7 | 0.32% | 3.12% | 7.42% | Q1 2022 | Q3 2023 | 11 |
Security National Bank | 11 | 11 | 0.05% | 0.50% | 0.87% | Q1 2021 | Q3 2023 | 11 |
Nationwide Fund Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 11 |
Legacy Wealth Asset Management, LLC | 11 | 11 | 0.27% | 0.53% | 0.87% | Q1 2021 | Q3 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 11 |
PITCAIRN CO | 11 | 11 | 0.04% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Abbrea Capital, LLC | 6 | 1 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q1 2023 | 11 |
PRUDENTIAL FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Sound Income Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.01% | 0.09% | 0.18% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q1 2019 | 11 |
Candriam S.C.A. | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q1 2022 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 11 |
Mariner Wealth Advisors-Cincinnati, LLC | 8 | 1 | 0.01% | 0.87% | 1.68% | Q2 2013 | Q2 2018 | 11 |
Empire Life Investments Inc. | 11 | 11 | 0.13% | 0.20% | 0.38% | Q1 2021 | Q3 2023 | 11 |
Corient Capital Partners, LLC | 4 | 2 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2022 | 11 |
DUBUQUE BANK & TRUST CO | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
ClearBridge Investments | 10 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q1 2017 | 11 |
Barrett Asset Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Anchor Investment Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 10 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.03% | 0.11% | 0.17% | Q1 2016 | Q2 2019 | 10 |
KINGS POINT CAPITAL MANAGEMENT | 8 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 10 |
ADELL HARRIMAN & CARPENTER INC | 10 | 10 | 0.06% | 0.63% | 1.04% | Q2 2013 | Q3 2015 | 10 |
Kovitz Investment Group Partners, LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2021 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
RNC CAPITAL MANAGEMENT LLC | 10 | 10 | 0.04% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q4 2022 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.03% | 0.05% | 0.10% | Q1 2020 | Q2 2022 | 10 |
HBK Sorce Advisory LLC | 6 | 4 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q2 2023 | 10 |
Shelter Ins Profit Sharing | 10 | 10 | 1.28% | 1.67% | 2.04% | Q2 2013 | Q3 2015 | 10 |
WADDELL & REED FINANCIAL INC | 9 | 1 | 0.01% | 0.07% | 0.09% | Q2 2013 | Q1 2021 | 10 |
Cambrian Capital Limited Partnership | 10 | 10 | 0.64% | 3.00% | 4.51% | Q2 2013 | Q3 2015 | 10 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 10 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 10 |
PANAGORA ASSET MANAGEMENT INC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 10 |
Larson Financial Group LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 10 |
CHICKASAW CAPITAL MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Waverly Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 10 |
THORNBURG INVESTMENT MANAGEMENT INC | 7 | 1 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 10 |
Quantitative Investment Management, LLC | 5 | 1 | 0.05% | 0.15% | 0.28% | Q2 2013 | Q1 2021 | 10 |
Investors Research Corp | 8 | 2 | 0.09% | 0.11% | 0.12% | Q2 2018 | Q4 2020 | 10 |
AMP Capital Investors Ltd | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2020 | 10 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 10 |
MAI Capital Management | 5 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 10 |
Advocacy Wealth Management Services, LLC | 10 | 10 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q1 2018 | 10 |
Boston Partners | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 10 |
Veritable, L.P. | 8 | 2 | 0.00% | 0.02% | 0.03% | Q4 2012 | Q2 2015 | 10 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2015 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.03% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Berkeley Capital Partners, LLC | 10 | 10 | 0.35% | 0.39% | 0.43% | Q3 2017 | Q4 2019 | 10 |
CSS LLC/IL | 6 | 6 | 0.01% | 0.05% | 0.09% | Q3 2021 | Q4 2022 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.01% | 0.06% | 0.25% | Q2 2013 | Q3 2015 | 10 |
Dynamic Capital Management Ltd | 3 | 1 | 0.07% | 0.32% | 0.96% | Q2 2013 | Q3 2017 | 10 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.01% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2022 | 10 |
NKCFO LLC | 5 | 5 | 0.02% | 1.12% | 2.57% | Q4 2018 | Q4 2021 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
SHEPHERD KAPLAN KROCHUK, LLC | 10 | 10 | 0.08% | 0.17% | 0.38% | Q2 2013 | Q3 2015 | 10 |
JONES FINANCIAL COMPANIES LLLP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 10 |
Risk Paradigm Group, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q2 2017 | 10 |
Cohen Capital Management, Inc. | 4 | 1 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q3 2023 | 10 |
CAPSTONE INVESTMENT ADVISORS, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 10 |
Cetera Investment Advisers | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
PARSONS CAPITAL MANAGEMENT INC/RI | 4 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.09% | 0.28% | Q1 2013 | Q1 2023 | 10 |
B. Riley Wealth Advisors, Inc. | 9 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 10 |
Dynamic Advisor Solutions LLC | 9 | 1 | 0.05% | 0.07% | 0.09% | Q2 2016 | Q4 2019 | 10 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2015 | 10 |
Alaethes Wealth LLC | 10 | 10 | 0.00% | 0.52% | 0.90% | Q2 2021 | Q3 2023 | 10 |
VOYA INVESTMENT MANAGEMENT LLC | 9 | 1 | 0.00% | 0.11% | 0.17% | Q4 2017 | Q3 2023 | 10 |
HHM Wealth Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Allworth Financial LP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2023 | 10 |
Manchester Capital Management LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q2 2021 | 9 |
KLINGENSTEIN FIELDS & CO LP | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
CONGRESS ASSET MANAGEMENT CO /MA | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
QCI ASSET MANAGEMENT INC/NY | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 9 |
Bluefin Trading, LLC | 2 | 1 | 0.01% | 0.16% | 0.38% | Q3 2013 | Q1 2020 | 9 |
CVA Family Office, LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Epoch Investment Partners, Inc. | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
EXCELSIA, INC. | 9 | 9 | 1.05% | 2.22% | 3.39% | Q2 2013 | Q2 2015 | 9 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2020 | 9 |
iAB Financial Bank | 9 | 9 | 0.38% | 0.93% | 1.39% | Q2 2013 | Q2 2015 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 9 |
V Wealth Advisors LLC | 3 | 1 | 0.04% | 0.04% | 0.06% | Q2 2017 | Q2 2023 | 9 |
WESPAC Advisors, LLC | 4 | 1 | 0.13% | 0.22% | 0.37% | Q3 2013 | Q4 2022 | 9 |
Van Hulzen Asset Management, LLC | 6 | 3 | 0.13% | 0.85% | 2.12% | Q1 2015 | Q4 2021 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
Castellan Group | 9 | 9 | 0.52% | 0.80% | 0.92% | Q3 2021 | Q3 2023 | 9 |
Blueshift Asset Management, LLC | 5 | 4 | 0.02% | 0.12% | 0.24% | Q2 2019 | Q3 2021 | 9 |
HOEY INVESTMENTS, INC | 6 | 1 | 0.02% | 0.18% | 0.73% | Q4 2020 | Q3 2023 | 9 |
RELIANCE TRUST CO OF DELAWARE | 6 | 1 | 0.03% | 0.04% | 0.12% | Q2 2013 | Q2 2016 | 9 |
Newman Dignan & Sheerar, Inc. | 9 | 9 | 0.02% | 0.19% | 0.38% | Q2 2013 | Q2 2015 | 9 |
abrdn plc | 5 | 4 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q2 2023 | 9 |
Cable Hill Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2019 | 9 |
Fiduciary Trust Co International of Pennsylvania | 9 | 9 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q2 2015 | 9 |
SPX Gestao de Recursos Ltda | 2 | 1 | 0.00% | 0.60% | 1.19% | Q3 2013 | Q3 2023 | 9 |
Virtu Financial LLC | 3 | 1 | 0.03% | 0.10% | 0.32% | Q3 2017 | Q2 2023 | 9 |
BerganKDV Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.14% | 0.21% | 0.26% | Q3 2021 | Q3 2023 | 9 |
WOLFF WIESE MAGANA LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Regal Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Stonehage Fleming (UK) Ltd | 9 | 9 | 0.06% | 0.26% | 0.67% | Q4 2013 | Q4 2015 | 9 |
Thomas J. Herzfeld Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 9 |
Independence Bank of Kentucky | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
SeaBridge Investment Advisors LLC | 9 | 9 | 0.07% | 0.12% | 0.16% | Q2 2013 | Q2 2015 | 9 |
Teamwork Financial Advisors, LLC | 7 | 2 | 0.08% | 0.23% | 0.75% | Q1 2021 | Q3 2023 | 9 |
Archford Capital Strategies, LLC | 6 | 3 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 9 |
COUNTRY TRUST BANK | 4 | 2 | 0.00% | 0.04% | 0.11% | Q2 2014 | Q3 2021 | 9 |
BAKER BOYER NATIONAL BANK | 9 | 9 | 0.49% | 2.46% | 3.48% | Q2 2013 | Q2 2015 | 9 |
AlphaStar Capital Management, LLC | 6 | 3 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 9 |
FAYEZ SAROFIM & CO | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 9 |
Athos Capital Ltd | 7 | 2 | 0.37% | 3.25% | 12.13% | Q3 2018 | Q4 2020 | 9 |
OARSMAN CAPITAL, INC. | 9 | 9 | 0.18% | 0.33% | 0.47% | Q2 2013 | Q2 2015 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.05% | 0.10% | 0.12% | Q2 2013 | Q2 2015 | 9 |
Ten Capital Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 9 |
One Capital Management, LLC | 8 | 1 | 0.13% | 0.29% | 0.42% | Q1 2014 | Q2 2016 | 9 |
Horan Securities, Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
BOSTON FAMILY OFFICE LLC | 9 | 9 | 0.08% | 0.40% | 0.58% | Q2 2013 | Q2 2015 | 9 |
Essex Financial Services, Inc. | 5 | 4 | 0.09% | 0.19% | 0.49% | Q2 2021 | Q3 2023 | 9 |
CastleArk Alternatives, LLC | 8 | 1 | 0.01% | 1.96% | 4.91% | Q1 2019 | Q3 2021 | 9 |
BFSG, LLC | 6 | 3 | 0.12% | 0.19% | 0.23% | Q2 2021 | Q3 2023 | 9 |
D'Orazio & Associates, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2021 | 9 |
SOL Capital Management CO | 5 | 1 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 9 |
One Wealth Advisors, LLC | 6 | 3 | 0.07% | 0.13% | 0.19% | Q1 2021 | Q2 2023 | 9 |
Horrell Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
JD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.20% | 0.42% | 1.00% | Q1 2014 | Q4 2014 | 9 |
SCHWARTZ INVESTMENT COUNSEL INC | 9 | 9 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q2 2015 | 9 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 8 | 8 | 0.15% | 0.24% | 0.30% | Q1 2017 | Q4 2018 | 8 |
Neuburgh Advisers LLC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 8 |
Baltimore-Washington Financial Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
Keel Point, LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 8 |
OmniStar Financial Group, Inc. | 6 | 1 | 0.36% | 0.99% | 1.46% | Q4 2018 | Q2 2022 | 8 |
First National Bank of Mount Dora, Trust Investment Services | 8 | 8 | 0.41% | 0.70% | 0.91% | Q4 2013 | Q3 2015 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.18% | 0.43% | Q3 2014 | Q3 2021 | 8 |
SG3 Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2021 | 8 |
Human Investing LLC | 4 | 1 | 0.00% | 0.10% | 0.27% | Q2 2019 | Q1 2023 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.07% | 0.24% | Q2 2014 | Q3 2023 | 8 |
STONNINGTON GROUP, LLC | 6 | 2 | 0.01% | 0.27% | 0.56% | Q1 2021 | Q1 2023 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 8 |
TURNER INVESTMENTS LLC | 8 | 8 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q1 2015 | 8 |
West Family Investments, Inc. | 4 | 2 | 0.16% | 0.24% | 0.35% | Q2 2021 | Q3 2023 | 8 |
LUMINUS MANAGEMENT LLC | 3 | 1 | 0.01% | 0.25% | 0.64% | Q1 2015 | Q3 2019 | 8 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.05% | 0.11% | Q3 2016 | Q3 2018 | 8 |
Walleye Capital LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q3 2018 | 8 |
ALBERT D MASON INC | 8 | 8 | 0.44% | 0.50% | 0.56% | Q1 2022 | Q4 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.03% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Winthrop Partners - WNY, LLC | 8 | 8 | 0.74% | 0.88% | 1.00% | Q4 2017 | Q3 2019 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Union Investments & Development Ltd. | 8 | 8 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
IMS Capital Management | 7 | 1 | 0.01% | 0.42% | 0.76% | Q2 2013 | Q3 2018 | 8 |
HARBOR INVESTMENT ADVISORY, LLC | 8 | 8 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Fractal Investments LLC | 8 | 8 | 0.46% | 0.57% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Blue Fin Capital, Inc. | 8 | 8 | 0.16% | 0.44% | 0.70% | Q4 2013 | Q3 2015 | 8 |
Quantamental Technologies LLC | 3 | 1 | 0.00% | 0.25% | 0.42% | Q1 2019 | Q4 2022 | 8 |
Bayesian Capital Management, LP | 3 | 1 | 0.05% | 0.16% | 0.30% | Q3 2017 | Q3 2023 | 8 |
Pekin Hardy Strauss, Inc. | 8 | 8 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
COLONY GROUP LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
Stratos Wealth Partners, LTD. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 8 |
Biltmore Family Office, LLC | 8 | 8 | 0.08% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Financial Insights, Inc. | 5 | 1 | 0.14% | 0.26% | 0.33% | Q4 2018 | Q2 2021 | 8 |
Nuveen Asset Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 8 |
EMFO, LLC | 8 | 8 | 2.56% | 3.43% | 4.08% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BAHL & GAYNOR INC | 8 | 8 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q1 2015 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
STERNE AGEE GROUP, INC. | 8 | 8 | 0.14% | 0.20% | 0.32% | Q2 2013 | Q1 2015 | 8 |
Lombard Odier & Cie (Canada), Limited Partnership | 8 | 8 | 0.04% | 0.05% | 0.09% | Q4 2013 | Q3 2015 | 8 |
InterOcean Capital, LLC | 8 | 8 | 0.09% | 0.98% | 1.54% | Q2 2013 | Q1 2015 | 8 |
First PREMIER Bank | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Ridgewood Investments LLC | 8 | 8 | 0.11% | 0.29% | 0.47% | Q3 2021 | Q2 2023 | 8 |
First Personal Financial Services | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 8 |
CQS (US), LLC | 8 | 8 | 0.45% | 2.11% | 5.48% | Q1 2020 | Q4 2021 | 8 |
LOGAN CAPITAL MANAGEMENT INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 0.73% | 1.00% | 1.19% | Q4 2021 | Q3 2023 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q3 2018 | 8 |
RMB Capital Management, LLC | 8 | 8 | 0.01% | 0.13% | 0.32% | Q2 2013 | Q1 2015 | 8 |
Donoghue Forlines LLC | 8 | 8 | 0.19% | 0.34% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 8 |
Almanack Investment Partners, LLC. | 4 | 1 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q1 2021 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 4 | 2 | 0.02% | 0.06% | 0.11% | Q4 2018 | Q1 2022 | 8 |
AXA S.A. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
FNY Investment Advisers, LLC | 5 | 1 | 0.12% | 0.60% | 1.37% | Q3 2018 | Q1 2023 | 8 |
WealthTrust Axiom LLC | 3 | 1 | 0.07% | 0.12% | 0.27% | Q4 2013 | Q3 2023 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Susquehanna International Group Ltd. | 7 | 1 | 0.25% | 1.56% | 3.99% | Q3 2021 | Q3 2023 | 8 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 8 | 8 | 1.66% | 1.89% | 2.33% | Q2 2013 | Q1 2015 | 8 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2015 | 8 |
First City Capital Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2016 | 8 |
Flinton Capital Management LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q3 2018 | 8 |
LAKE STREET ADVISORS GROUP, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q2 2023 | 8 |
Annex Advisory Services, LLC | 8 | 8 | 0.22% | 0.25% | 0.28% | Q1 2018 | Q4 2019 | 8 |
WASHINGTON TRUST Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
IEQ CAPITAL, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
HALL LAURIE J TRUSTEE | 5 | 3 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q4 2017 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Arlington Partners LLC | 8 | 8 | 0.02% | 0.04% | 0.10% | Q1 2021 | Q4 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
PALLADIUM PARTNERS LLC | 5 | 1 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q1 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Sensato Investors LLC | 7 | 1 | 0.03% | 2.15% | 3.90% | Q4 2017 | Q1 2020 | 8 |
Avior Wealth Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AT Bancorp | 8 | 8 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q1 2015 | 8 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Brown Advisory Securities, LLC | 7 | 7 | 0.08% | 0.11% | 0.17% | Q2 2013 | Q4 2014 | 7 |
Inspire Advisors, LLC | 6 | 1 | 0.03% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Ellevest, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 7 |
WINMILL & CO. INC | 7 | 7 | 1.53% | 1.68% | 1.83% | Q1 2022 | Q3 2023 | 7 |
Chevy Chase Trust Holdings, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2019 | 7 |
Sicart Associates LLC | 7 | 7 | 0.14% | 0.22% | 0.32% | Q3 2017 | Q1 2019 | 7 |
Li Winifred I | 7 | 7 | 0.00% | 0.09% | 0.11% | Q2 2013 | Q4 2014 | 7 |
Kovack Advisors, Inc. | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
ROBERTS GLORE & CO INC /IL/ | 7 | 7 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Realta Investment Advisors | 4 | 1 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 7 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Cardinal Capital Management | 5 | 2 | 0.55% | 0.73% | 0.98% | Q3 2013 | Q2 2015 | 7 |
DENVER INVESTMENT ADVISORS LLC | 7 | 7 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.22% | 0.29% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Hikari Power Ltd | 7 | 7 | 0.82% | 0.89% | 1.02% | Q1 2022 | Q3 2023 | 7 |
TIAA CREF TRUST CO FSB/MO | 7 | 7 | 0.01% | 0.05% | 0.11% | Q4 2013 | Q2 2015 | 7 |
MACKENZIE FINANCIAL CORP | 5 | 2 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 7 |
Hikari Tsushin, Inc. | 7 | 7 | 0.66% | 0.78% | 0.92% | Q1 2022 | Q3 2023 | 7 |
Aquatic Capital Management LLC | 5 | 2 | 0.03% | 0.10% | 0.24% | Q4 2021 | Q3 2023 | 7 |
Crescent Grove Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q1 2023 | 7 |
Quilter Plc | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 7 |
VAN ECK ASSOCIATES CORP | 4 | 3 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q3 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Washington Trust Advisors, Inc. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Holowesko Partners Ltd. | 7 | 7 | 1.53% | 2.01% | 2.40% | Q1 2022 | Q3 2023 | 7 |
Williams Jones Wealth Management, LLC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 7 |
Veracity Capital LLC | 7 | 7 | 0.25% | 0.40% | 0.57% | Q1 2022 | Q3 2023 | 7 |
Brookstone Capital Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2023 | 7 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 7 |
COMERICA SECURITIES,INC. | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 7 |
CAMG Solamere Management, LLC | 7 | 7 | 0.62% | 0.74% | 0.83% | Q1 2020 | Q3 2021 | 7 |
Cardinal Capital Management, Inc. | 6 | 1 | 0.00% | 0.39% | 1.15% | Q2 2014 | Q1 2021 | 7 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 7 |
ALERUS FINANCIAL NA | 7 | 7 | 0.04% | 0.72% | 1.58% | Q1 2022 | Q3 2023 | 7 |
Cerity Partners LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
CYPRESS CAPITAL MANAGEMENT LLC | 6 | 1 | 0.03% | 0.36% | 0.46% | Q1 2018 | Q1 2022 | 7 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 2 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q4 2023 | 7 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.46% | 0.60% | 0.76% | Q1 2019 | Q1 2022 | 7 |
Fusion Capital, LLC | 7 | 7 | 2.98% | 3.24% | 3.46% | Q1 2022 | Q3 2023 | 7 |
Sky Investment Group LLC | 7 | 7 | 0.17% | 0.55% | 0.92% | Q3 2013 | Q1 2015 | 7 |
Family Capital Trust Co | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
BRUNI J V & CO /CO | 7 | 7 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q2 2016 | 7 |
NEWGATE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.41% | 0.61% | 0.82% | Q2 2013 | Q4 2014 | 7 |
ATWOOD & PALMER INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2020 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.09% | 0.14% | 0.17% | Q2 2013 | Q4 2014 | 7 |
Convergence Investment Partners, LLC | 6 | 1 | 0.00% | 0.07% | 0.13% | Q2 2013 | Q1 2018 | 7 |
USCA RIA LLC | 4 | 3 | 0.07% | 0.13% | 0.22% | Q3 2013 | Q2 2021 | 7 |
MYCIO WEALTH PARTNERS, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 7 |
Mount Yale Investment Advisors, LLC | 4 | 3 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q4 2022 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q1 2021 | 7 |
Arkadios Wealth Advisors | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2022 | 7 |
Ameritas Investment Partners, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 7 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Hanson & Doremus Investment Management | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 7 |
Bank of New Hampshire | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Northwest Bancshares, Inc. | 7 | 7 | 0.25% | 0.30% | 0.37% | Q1 2022 | Q3 2023 | 7 |
COWEN AND COMPANY, LLC | 4 | 3 | 0.21% | 0.63% | 1.64% | Q1 2020 | Q4 2021 | 7 |
CENTRAL BANK & TRUST CO | 7 | 7 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.04% | 0.18% | 0.28% | Q1 2021 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MILLER HOWARD INVESTMENTS INC /NY | 6 | 1 | 0.04% | 0.22% | 0.28% | Q1 2015 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q4 2014 | 7 |
DDD Partners, LLC | 3 | 2 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.03% | 0.09% | 0.37% | Q4 2020 | Q2 2022 | 7 |
Vectors Research Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Lenox Wealth Management, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 7 |
Shepherd Financial Partners LLC | 7 | 7 | 0.09% | 0.21% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Legal Advantage Investments, Inc. | 7 | 7 | 0.44% | 0.54% | 0.64% | Q1 2022 | Q3 2023 | 7 |
STRATEGY ASSET MANAGERS LLC | 7 | 7 | 1.71% | 1.99% | 2.36% | Q1 2022 | Q3 2023 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q1 2023 | 7 |
ACG Wealth | 5 | 1 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q2 2022 | 7 |
BREMER TRUST NATIONAL ASSOCIATION | 6 | 1 | 0.00% | 0.08% | 0.10% | Q2 2013 | Q4 2018 | 7 |
Apriem Advisors | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q1 2015 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Nikko Asset Management Americas, Inc. | 7 | 7 | 0.09% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Covestor Ltd | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
INTRUST BANK NA | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 7 |
Delek Group, Ltd. | 7 | 7 | 0.54% | 0.73% | 0.93% | Q4 2017 | Q2 2019 | 7 |
Douglass Winthrop Advisors, LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q2 2023 | 7 |
Knuff & Co LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 7 |
Total Clarity Wealth Management, Inc. | 6 | 1 | 0.01% | 0.14% | 0.29% | Q3 2021 | Q3 2023 | 7 |
Hamilton Point Investment Advisors, LLC | 6 | 6 | 0.39% | 0.80% | 1.04% | Q4 2013 | Q1 2015 | 6 |
K2 PRINCIPAL FUND, L.P. | 3 | 1 | 0.05% | 0.11% | 0.18% | Q1 2015 | Q1 2020 | 6 |
Stamos Capital Partners, L.P. | 6 | 6 | 0.07% | 0.20% | 0.33% | Q2 2022 | Q3 2023 | 6 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.02% | 0.28% | 0.87% | Q3 2013 | Q4 2013 | 6 |
VisionPoint Advisory Group, LLC | 6 | 6 | 0.06% | 0.22% | 0.30% | Q2 2022 | Q3 2023 | 6 |
MATHER GROUP, LLC. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.02% | 0.22% | 0.59% | Q1 2014 | Q3 2016 | 6 |
McGowan Group Asset Management, Inc. | 6 | 6 | 0.06% | 0.26% | 0.64% | Q1 2022 | Q2 2023 | 6 |
Eagle Bay Advisors LLC | 3 | 3 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 6 |
Windsor Financial Group, LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2015 | Q2 2017 | 6 |
Cullen Capital Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q4 2022 | 6 |
SEI TRUST CO | 6 | 6 | 0.15% | 0.18% | 0.20% | Q2 2013 | Q3 2014 | 6 |
RUSSELL FRANK CO/ | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
XTX Topco Ltd | 3 | 1 | 0.05% | 0.12% | 0.34% | Q1 2021 | Q3 2023 | 6 |
Traynor Capital Management, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
First National Bank of Hutchinson | 4 | 2 | 0.16% | 0.21% | 0.26% | Q1 2022 | Q3 2023 | 6 |
Venturi Wealth Management, LLC | 4 | 2 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q3 2017 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Penserra Capital Management LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
NEXT CENTURY GROWTH INVESTORS LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q3 2017 | 6 |
STRATTON MANAGEMENT CO | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2016 | 6 |
Orion Capital Management LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
True North Advisors, LLC | 6 | 6 | 0.07% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.23% | 0.28% | 0.34% | Q2 2013 | Q3 2014 | 6 |
GFS Advisors, LLC | 6 | 6 | 0.02% | 0.10% | 0.15% | Q3 2015 | Q4 2016 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q3 2014 | 6 |
White Pine Investment CO | 6 | 6 | 0.22% | 0.27% | 0.32% | Q2 2013 | Q3 2014 | 6 |
Birch Hill Investment Advisors LLC | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.35% | 0.68% | 0.94% | Q4 2021 | Q1 2023 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
XML Financial, LLC | 5 | 1 | 0.03% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 6 |
Lehman Financial Resources, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2014 | 6 |
Clarkston Capital Partners, LLC | 3 | 3 | 0.02% | 0.08% | 0.14% | Q1 2014 | Q3 2015 | 6 |
NAPLES GLOBAL ADVISORS, LLC | 5 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.08% | 0.38% | 1.10% | Q4 2021 | Q2 2023 | 6 |
Texan Capital Management | 6 | 6 | 0.12% | 0.18% | 0.36% | Q2 2013 | Q3 2014 | 6 |
Elite Wealth Management, Inc. | 6 | 6 | 0.06% | 0.10% | 0.14% | Q3 2012 | Q4 2013 | 6 |
NORDEA INVESTMENT MANAGEMENT AB | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
SENTINEL ASSET MANAGEMENT, INC. | 6 | 6 | 0.32% | 0.37% | 0.41% | Q2 2013 | Q3 2014 | 6 |
TCW GROUP INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2019 | 6 |
FORA Capital, LLC | 2 | 1 | 0.05% | 0.38% | 0.92% | Q4 2019 | Q3 2022 | 6 |
Sheaff Brock Investment Advisors, LLC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2014 | 6 |
Addison Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q4 2022 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q3 2014 | 6 |
FIRST QUADRANT LLC/CA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
GRATRY & Co LLC | 5 | 1 | 0.74% | 0.80% | 0.94% | Q2 2013 | Q4 2014 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 6 |
First Allied Advisory Services, Inc. | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 6 |
Pendal Group Ltd | 6 | 6 | 0.04% | 0.40% | 0.64% | Q3 2021 | Q4 2022 | 6 |
EMERSON INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.28% | 0.48% | 0.54% | Q3 2013 | Q4 2014 | 6 |
FCA CORP /TX | 5 | 1 | 0.14% | 0.68% | 1.00% | Q2 2014 | Q3 2023 | 6 |
Capricorn Fund Managers Ltd | 4 | 2 | 0.23% | 3.81% | 7.30% | Q1 2022 | Q3 2023 | 6 |
Bristlecone Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
DAVIS R M INC | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Retirement Planning Co of New England, Inc. | 3 | 3 | 0.04% | 0.14% | 0.17% | Q4 2021 | Q2 2023 | 6 |
Alexandria Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Ovata Capital Management Ltd | 4 | 2 | 1.70% | 3.72% | 10.19% | Q1 2022 | Q3 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.48% | 0.56% | 0.64% | Q2 2022 | Q3 2023 | 6 |
BRADLEY FOSTER & SARGENT INC/CT | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
SouthState Corp | 6 | 6 | 0.17% | 0.19% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Mutual Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 6 |
Capital World Investors | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q2 2015 | 6 |
Frontier Wealth Management LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q4 2014 | Q4 2016 | 6 |
Baker Avenue Asset Management, LP | 4 | 2 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Paradiem, LLC | 6 | 6 | 0.28% | 0.38% | 0.47% | Q2 2022 | Q3 2023 | 6 |
JFS WEALTH ADVISORS, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Morningstar Investment Services LLC | 6 | 6 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q3 2014 | 6 |
MARSHWINDS ADVISORY CO | 5 | 1 | 0.10% | 0.11% | 0.12% | Q3 2016 | Q3 2018 | 6 |
WealthPLAN Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 6 |
Radin Capital Partners Inc. | 5 | 5 | 8.04% | 9.60% | 11.06% | Q3 2018 | Q3 2019 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Olympiad Research LP | 4 | 1 | 0.09% | 0.12% | 0.14% | Q2 2021 | Q3 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Townsend & Associates, Inc | 5 | 5 | 1.77% | 2.24% | 3.03% | Q3 2022 | Q3 2023 | 5 |
Florence Capital Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Legal & General Group Plc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.12% | 0.47% | Q1 2014 | Q3 2016 | 5 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q1 2022 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
BBVA USA Bancshares, Inc. | 5 | 5 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q1 2021 | 5 |
Annandale Capital, LLC | 5 | 5 | 0.37% | 0.42% | 0.47% | Q2 2022 | Q2 2023 | 5 |
InterOcean Capital Group, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Edge Wealth Management LLC | 5 | 5 | 0.18% | 0.79% | 3.06% | Q2 2013 | Q2 2014 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Principal Street Partners, LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q1 2023 | 5 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q2 2023 | 5 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q2 2022 | 5 |
SOMERVILLE KURT F | 5 | 5 | 0.10% | 0.13% | 0.18% | Q4 2012 | Q4 2013 | 5 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 5 |
CHARTWELL INVESTMENT PARTNERS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2015 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Equitable Holdings, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.10% | 0.26% | Q2 2021 | Q1 2023 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Front Row Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.09% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Integrated Advisors Network LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
MAS Advisors LLC | 5 | 5 | 0.16% | 0.36% | 0.47% | Q3 2022 | Q3 2023 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.07% | 0.21% | 0.32% | Q2 2016 | Q2 2018 | 5 |
Addenda Capital Inc. | 5 | 5 | 0.21% | 0.22% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Calvert Investment Management, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2016 | 5 |
Windsor Creek Advisors, LLC | 5 | 5 | 0.19% | 0.23% | 0.26% | Q2 2020 | Q2 2021 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 5 |
CKW FINANCIAL GROUP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 5 |
Tradewinds Global Investors, LLC | 5 | 5 | 0.08% | 0.11% | 0.12% | Q2 2015 | Q2 2016 | 5 |
CT Financial Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q3 2015 | 5 |
Capital International Investors | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Anson Funds Management LP | 2 | 1 | 0.21% | 0.38% | 0.60% | Q3 2020 | Q2 2023 | 5 |
Vident Investment Advisory, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 5 |
PacWest Financial Management Inc | 4 | 1 | 0.28% | 0.66% | 0.89% | Q2 2013 | Q4 2014 | 5 |
PUTNAM INVESTMENTS LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 5 |
Destination Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 5 |
Farmers & Merchants Trust Co of Chambersburg PA | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Cypress Capital Group | 5 | 5 | 0.06% | 0.06% | 0.08% | Q2 2013 | Q2 2014 | 5 |
OKABENA INVESTMENT SERVICES INC | 4 | 1 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2022 | 5 |
ACUITY INVESTMENT MANAGEMENT INC | 5 | 5 | 0.03% | 0.54% | 0.97% | Q3 2013 | Q3 2014 | 5 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2016 | 5 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2022 | 5 |
Stratos Wealth Advisors, LLC | 5 | 5 | 0.06% | 0.11% | 0.16% | Q4 2021 | Q4 2022 | 5 |
NATIONAL PLANNING CORP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2015 | 5 |
OppenheimerFunds, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2019 | 5 |
Clark Capital Management Group, Inc. | 5 | 5 | 0.36% | 0.43% | 0.50% | Q2 2020 | Q2 2021 | 5 |
HANSBERGER GLOBAL INVESTORS INC/FL | 5 | 5 | 0.43% | 0.53% | 0.67% | Q2 2013 | Q2 2014 | 5 |
RPg Family Wealth Advisory, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q4 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
FNY Managed Accounts LLC | 3 | 2 | 0.06% | 1.02% | 4.32% | Q3 2014 | Q4 2016 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2023 | 5 |
BigSur Wealth Management LLC | 4 | 1 | 0.14% | 0.16% | 0.20% | Q4 2017 | Q1 2019 | 5 |
G&S Capital LLC | 3 | 1 | 0.01% | 1.53% | 2.70% | Q4 2017 | Q2 2019 | 5 |
KEMPNER CAPITAL MANAGEMENT INC. | 5 | 5 | 0.50% | 0.55% | 0.58% | Q3 2022 | Q3 2023 | 5 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 5 |
AMERICAN NATIONAL BANK | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2023 | 5 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q3 2013 | 5 |
Range Financial Group LLC | 3 | 2 | 0.28% | 0.73% | 1.14% | Q1 2021 | Q2 2023 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Archer Investment Corp | 3 | 2 | 0.00% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 5 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 5 | 5 | 0.08% | 0.11% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Texas Yale Capital Corp. | 3 | 2 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q3 2022 | 5 |
Capital Market Strategies LLC | 3 | 2 | 0.21% | 0.23% | 0.26% | Q3 2022 | Q4 2023 | 5 |
CSat Investment Advisory, L.P. | 5 | 5 | 0.03% | 0.47% | 0.78% | Q3 2019 | Q3 2020 | 5 |
Select Equity Group, L.P. | 3 | 1 | 0.30% | 0.83% | 2.24% | Q2 2014 | Q2 2022 | 5 |
Malaga Cove Capital, LLC | 5 | 5 | 0.12% | 0.15% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Vantage Investment Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 5 |
Empowered Funds, LLC | 3 | 2 | 0.04% | 0.11% | 0.16% | Q4 2020 | Q2 2023 | 5 |
Vigilant Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 5 |
Northeast Financial Consultants Inc | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q1 2023 | 5 |
MADDEN SECURITIES Corp | 5 | 5 | 0.44% | 1.36% | 2.72% | Q1 2022 | Q1 2023 | 5 |
Smart Portfolios, LLC | 5 | 5 | 0.08% | 0.10% | 0.13% | Q1 2018 | Q1 2019 | 5 |
EAGLE GLOBAL ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q3 2020 | 5 |
CAAS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.07% | 0.17% | Q1 2021 | Q4 2021 | 5 |
LUCAS CAPITAL MANAGEMENT | 5 | 5 | 0.09% | 0.11% | 0.15% | Q2 2013 | Q2 2014 | 5 |
TRUSTCO BANK CORP N Y | 5 | 5 | 0.21% | 0.30% | 0.39% | Q2 2013 | Q2 2014 | 5 |
Klingman & Associates, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
VICTORY CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 5 |
Private Portfolio Partners LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q4 2021 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2014 | 5 |
PDT Partners, LLC | 2 | 1 | 0.05% | 0.16% | 0.24% | Q2 2013 | Q3 2015 | 5 |
Sageworth Trust Co | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 5 |
Strategic Financial Services, Inc, | 5 | 5 | 0.53% | 0.61% | 0.68% | Q3 2014 | Q3 2015 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q4 2023 | 5 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BOSTON ADVISORS LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 4 |
Itau Unibanco Holding S.A. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.06% | 0.68% | 1.23% | Q3 2021 | Q3 2023 | 4 |
Enlightenment Research, LLC | 1 | 1 | 0.12% | 0.25% | 0.36% | Q2 2019 | Q1 2022 | 4 |
Virtus ETF Advisers LLC | 4 | 4 | 0.46% | 0.62% | 0.71% | Q1 2020 | Q4 2020 | 4 |
RMR Wealth Builders | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 4 |
Dorsey Wright & Associates | 3 | 1 | 0.80% | 0.87% | 0.93% | Q1 2019 | Q1 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EULAV Asset Management | 4 | 4 | 0.15% | 0.17% | 0.18% | Q2 2013 | Q1 2014 | 4 |
MRP Capital Investments, LLC | 4 | 4 | 0.46% | 0.67% | 1.21% | Q4 2022 | Q3 2023 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MCIA Inc | 2 | 2 | 0.01% | 0.10% | 0.24% | Q2 2017 | Q1 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.02% | 0.09% | 0.15% | Q4 2021 | Q1 2023 | 4 |
Susquehanna International Securities, Ltd. | 4 | 4 | 2.48% | 3.66% | 6.91% | Q4 2022 | Q3 2023 | 4 |
Employees Retirement System of Texas | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Vermillion Asset Management LLC | 1 | 1 | 0.01% | 2.32% | 7.32% | Q2 2013 | Q4 2013 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q1 2023 | 4 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.37% | 0.79% | 1.23% | Q3 2016 | Q2 2022 | 4 |
Community Financial Services Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 4 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q1 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Oliver Luxxe Assets LLC | 4 | 4 | 0.63% | 0.69% | 0.75% | Q3 2020 | Q2 2021 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Venture Visionary Partners LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Avidian Wealth Solutions, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.02% | 0.06% | 0.12% | Q3 2017 | Q1 2019 | 4 |
Soroban Capital Partners LP | 3 | 1 | 0.94% | 1.66% | 3.21% | Q2 2013 | Q2 2014 | 4 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q2 2020 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2023 | 4 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 0.41% | 1.60% | Q2 2013 | Q4 2019 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Pacific Center for Financial Services | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 4 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 2 | 2 | 0.19% | 0.32% | 0.41% | Q3 2019 | Q3 2021 | 4 |
KCM INVESTMENT ADVISORS LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 4 |
Retirement Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Vanguard Capital Wealth Advisors | 4 | 4 | 0.26% | 0.35% | 0.46% | Q2 2018 | Q1 2019 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.50% | 0.66% | 0.77% | Q4 2014 | Q3 2015 | 4 |
Versant Capital Management, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 4 |
Blueprint Investment Partners LLC | 2 | 2 | 0.05% | 0.08% | 0.12% | Q1 2022 | Q1 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Maple Capital Management, Inc. | 4 | 4 | 0.68% | 0.99% | 1.21% | Q2 2013 | Q1 2014 | 4 |
PDS Planning, Inc | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 4 |
Aptus Capital Advisors, LLC | 2 | 1 | 0.11% | 0.12% | 0.14% | Q3 2019 | Q1 2022 | 4 |
SevenBridge Financial Group, LLC | 4 | 4 | 0.12% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
LOOMIS SAYLES & CO L P | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Formidable Asset Management, LLC | 3 | 1 | 0.00% | 0.04% | 0.17% | Q3 2015 | Q4 2021 | 4 |
BRYN MAWR CAPITAL MANAGEMENT INC | 2 | 1 | 0.04% | 0.10% | 0.15% | Q4 2013 | Q2 2015 | 4 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 4 |
Gratus Capital, LLC | 3 | 1 | 0.55% | 0.68% | 0.94% | Q3 2020 | Q3 2022 | 4 |
TIAA, FSB | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q2 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TOWNSQUARE CAPITAL LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 4 |
ADVANCE CAPITAL I INC | 4 | 4 | 0.44% | 0.62% | 0.81% | Q2 2014 | Q1 2015 | 4 |
Banque Cantonale Vaudoise | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Bank of Kentucky, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
Uniplan Investment Counsel, Inc. | 4 | 4 | 0.10% | 0.14% | 0.20% | Q2 2021 | Q1 2022 | 4 |
Gary Goldberg Planning Services Inc | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 4 |
SIMON QUICK ADVISORS, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q4 2019 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.76% | 0.86% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Curbstone Financial Management Corp | 4 | 4 | 0.17% | 0.19% | 0.22% | Q1 2014 | Q4 2014 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.10% | 0.17% | 0.23% | Q4 2022 | Q3 2023 | 4 |
XY Capital Ltd | 4 | 4 | 0.80% | 6.18% | 13.47% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q2 2021 | 4 |
Seascape Capital Management | 4 | 4 | 0.12% | 0.25% | 0.31% | Q4 2020 | Q3 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BRIDGES INVESTMENT COUNSEL INC/ | 4 | 4 | 0.06% | 0.16% | 0.23% | Q2 2013 | Q1 2014 | 4 |
Syverson Strege & Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Glenview Trust Co | 1 | 1 | 0.04% | 1.13% | 2.67% | Q4 2008 | Q4 2011 | 4 |
MOODY LYNN & LIEBERSON, LLC | 3 | 1 | 0.09% | 0.16% | 0.35% | Q4 2016 | Q3 2023 | 4 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 4 |
Savant Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MARIETTA INVESTMENT PARTNERS LLC | 4 | 4 | 0.30% | 1.04% | 2.08% | Q2 2016 | Q1 2017 | 4 |
WELCH & FORBES LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.07% | 0.11% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Stone Toro Investment Advisers, LP | 4 | 4 | 0.15% | 0.32% | 0.61% | Q3 2013 | Q2 2014 | 4 |
Lido Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2010 | Q3 2023 | 4 |
Laurel Wealth Planning LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Firestone Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
ALBION FINANCIAL GROUP /UT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
NewSquare Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 4 |
Sand Hill Global Advisors, LLC | 4 | 4 | 0.58% | 0.60% | 0.62% | Q2 2013 | Q1 2014 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Manikay Partners, LLC | 3 | 1 | 0.64% | 1.72% | 2.23% | Q1 2014 | Q3 2015 | 4 |
Hudson Bay Capital Management LP | 2 | 1 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q1 2017 | 4 |
AXQ CAPITAL, LP | 4 | 4 | 0.11% | 0.59% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 4 |
TOWER TRUST Co | 4 | 4 | 0.18% | 0.23% | 0.27% | Q2 2013 | Q1 2014 | 4 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 4 |
Beacon Pointe Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 4 |
Independence Trust CO | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2013 | Q3 2014 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 4 |
Mork Capital Management, LLC | 4 | 4 | 0.55% | 0.67% | 0.82% | Q4 2014 | Q3 2015 | 4 |
Private Advisory Group LLC | 3 | 1 | 0.18% | 0.34% | 0.51% | Q2 2019 | Q3 2023 | 4 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.09% | 0.16% | 0.19% | Q1 2022 | Q1 2023 | 4 |
JT Stratford LLC | 4 | 4 | 0.26% | 0.29% | 0.33% | Q4 2022 | Q3 2023 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
NewFocus Financial Group, LLC | 4 | 4 | 1.35% | 1.77% | 2.26% | Q4 2013 | Q3 2014 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2019 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 2.29% | 2.46% | 2.69% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.05% | 0.11% | 0.26% | Q4 2014 | Q3 2020 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q1 2016 | 4 |
Prudent Man Advisors, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
AGF INVESTMENTS INC. | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2014 | 4 |
PRIVATE CAPITAL MANAGEMENT INC | 4 | 4 | 0.31% | 0.52% | 0.60% | Q4 2015 | Q3 2016 | 4 |
FIRST NATIONAL BANK OF OMAHA | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q2 2014 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.53% | 0.61% | 0.72% | Q4 2022 | Q3 2023 | 4 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 4 |
S.C. Financial Services, Inc. | 4 | 4 | 0.42% | 0.46% | 0.51% | Q1 2022 | Q4 2022 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 4 |
NewEdge Wealth, LLC | 4 | 4 | 0.02% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
ISTHMUS PARTNERS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 3 |
Golden Green, Inc. | 3 | 3 | 0.54% | 0.66% | 0.83% | Q2 2022 | Q4 2022 | 3 |
Strategic Capital Group LLC | 2 | 1 | 0.56% | 0.70% | 0.79% | Q2 2013 | Q2 2014 | 3 |
Intersect Capital LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q1 2022 | 3 |
Legacy Capital Partners, Inc. | 3 | 3 | 0.17% | 0.21% | 0.25% | Q2 2013 | Q4 2013 | 3 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 1 | 0.04% | 0.06% | 0.11% | Q3 2013 | Q3 2016 | 3 |
Atom Investors LP | 2 | 1 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q2 2021 | 3 |
Voya Financial Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Chesley Taft & Associates LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Leucadia National | 2 | 2 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2022 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Altshuler Shaham Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Proquility Private Wealth Partners, LLC | 3 | 3 | 0.76% | 0.95% | 1.18% | Q1 2021 | Q3 2021 | 3 |
Evanson Asset Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
J2 Capital Management Inc | 3 | 3 | 0.22% | 0.31% | 0.35% | Q4 2021 | Q2 2022 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q4 2018 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 1 | 0.03% | 0.07% | 0.10% | Q4 2013 | Q3 2015 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Willow Street Advisors LLC | 3 | 3 | 0.37% | 0.37% | 0.38% | Q2 2013 | Q4 2013 | 3 |
Westover Capital Advisors, LLC | 3 | 3 | 0.23% | 0.28% | 0.32% | Q1 2022 | Q3 2022 | 3 |
SEGALL BRYANT & HAMILL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2013 | 3 |
Opus Capital Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q3 2014 | 3 |
TODD ASSET MANAGEMENT LLC | 2 | 1 | 0.07% | 0.10% | 0.17% | Q2 2013 | Q1 2023 | 3 |
K.J. Harrison & Partners Inc | 3 | 3 | 0.16% | 0.18% | 0.19% | Q3 2016 | Q1 2017 | 3 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q2 2023 | 3 |
BRIDGES INVESTMENT MANAGEMENT INC | 3 | 3 | 0.07% | 0.14% | 0.18% | Q2 2013 | Q4 2013 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.03% | 0.05% | 0.05% | Q3 2018 | Q1 2019 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 1 | 0.15% | 0.17% | 0.18% | Q3 2020 | Q4 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Cadence Wealth Management LLC | 3 | 3 | 0.25% | 0.29% | 0.37% | Q1 2023 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q1 2022 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2012 | Q2 2013 | 3 |
CNB Bank | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
KLR INVESTMENT ADVISORS, LLC | 3 | 3 | 0.35% | 0.94% | 1.24% | Q1 2023 | Q3 2023 | 3 |
Parkwood LLC | 3 | 3 | 0.10% | 0.15% | 0.18% | Q2 2017 | Q4 2017 | 3 |
Horizon Investments, LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2021 | 3 |
Argent Trust Co | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Knowledge Leaders Capital, LLC | 2 | 1 | 0.06% | 0.12% | 0.15% | Q3 2017 | Q2 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Indiana Trust & Investment Management CO | 2 | 1 | 0.00% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ALLSTATE CORP | 3 | 3 | 0.26% | 0.26% | 0.27% | Q2 2013 | Q4 2013 | 3 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 3 |
FRONTIER INVESTMENT MGMT CO | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
CONNING INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
WealthStone, Inc. | 2 | 1 | 0.00% | 0.06% | 0.10% | Q2 2019 | Q1 2021 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Fulcrum Asset Management LLP | 2 | 1 | 0.11% | 0.18% | 0.24% | Q1 2021 | Q1 2022 | 3 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Meridian Wealth Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q4 2022 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 3 |
BOSTON FINANCIAL MANGEMENT LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2013 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q1 2017 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q4 2018 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Invictus RG Pte. Ltd. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 3 |
Aaron Wealth Advisors LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 3 |
LYELL WEALTH MANAGEMENT, LP | 3 | 3 | 0.43% | 0.44% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Samalin Investment Counsel, LLC | 2 | 1 | 0.03% | 0.12% | 0.21% | Q4 2019 | Q2 2023 | 3 |
Mawer Investment Management Ltd. | 2 | 1 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q2 2014 | 3 |
BANCED CORP | 2 | 1 | 0.21% | 0.24% | 0.25% | Q1 2014 | Q4 2014 | 3 |
Crestline Management, LP | 3 | 3 | 0.14% | 0.27% | 0.51% | Q4 2021 | Q2 2022 | 3 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2023 | 3 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.01% | 0.10% | 0.28% | Q3 2013 | Q2 2016 | 3 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 3 |
Brick & Kyle, Associates | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Requisite Capital Management, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
MADISON INVESTMENT HOLDINGS INC | 2 | 1 | 0.06% | 0.12% | 0.23% | Q2 2014 | Q2 2019 | 3 |
CHARTWELL INVESTMENT PARTNERS/PA | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 3 |
Rodgers Brothers Inc. | 3 | 3 | 0.08% | 0.16% | 0.24% | Q2 2021 | Q4 2021 | 3 |
Tibra Equities Europe Ltd | 3 | 3 | 0.43% | 0.94% | 1.73% | Q4 2017 | Q2 2018 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Busey Bank | 3 | 3 | 0.23% | 0.67% | 1.02% | Q2 2013 | Q4 2013 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 0.43% | 0.46% | 0.49% | Q2 2013 | Q4 2013 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 1.83% | 1.88% | 1.97% | Q1 2023 | Q3 2023 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Cooper Financial Group | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.10% | 0.21% | 0.29% | Q4 2014 | Q2 2015 | 3 |
Centre Asset Management, LLC | 3 | 3 | 1.99% | 2.54% | 2.99% | Q4 2021 | Q2 2022 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 3 |
TEXAS CAPITAL BANCSHARES INC/TX | 3 | 3 | 0.18% | 0.19% | 0.22% | Q2 2013 | Q4 2013 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
ROOSEVELT INVESTMENT GROUP LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
RONALD BLUE & CO LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2013 | Q1 2014 | 3 |
Verdad Advisers, LP | 3 | 3 | 0.93% | 1.75% | 2.87% | Q1 2023 | Q3 2023 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 0.38% | 0.41% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Barnett & Company, Inc. | 2 | 1 | 0.00% | 0.24% | 0.72% | Q2 2013 | Q1 2020 | 3 |
Westshore Wealth, LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2021 | Q3 2021 | 3 |
Forty4 Asset Management LLC | 1 | 1 | 0.01% | 0.21% | 0.56% | Q3 2013 | Q3 2013 | 3 |
Redwood Wealth Management Group, LLC | 3 | 3 | 0.24% | 0.26% | 0.27% | Q1 2023 | Q3 2023 | 3 |
NORTH AMERICAN MANAGEMENT CORP | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Hirtle Callaghan & Co LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q1 2014 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 3 |
Cannon Global Investment Management, LLC | 3 | 3 | 3.61% | 19.45% | 39.33% | Q3 2021 | Q1 2022 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.22% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.15% | 0.31% | 0.43% | Q3 2020 | Q1 2023 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 3 |
Silver Rock Financial LLC | 3 | 3 | 0.77% | 1.33% | 2.19% | Q1 2015 | Q3 2015 | 3 |
Nevsky Capital LLP | 3 | 3 | 1.13% | 1.78% | 2.38% | Q1 2015 | Q3 2015 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2021 | 3 |
Strong Tower Advisory Services | 3 | 3 | 0.37% | 0.39% | 0.42% | Q1 2023 | Q3 2023 | 3 |
RICE HALL JAMES & ASSOCIATES, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Orbitronix, LP | 2 | 2 | 0.14% | 0.29% | 0.39% | Q3 2014 | Q4 2014 | 3 |
CIBC BANK USA | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
EnTrust Global Partners Offshore LP | 3 | 3 | 0.32% | 0.46% | 0.58% | Q4 2018 | Q2 2019 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
NWAM LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 3 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
JANUS HENDERSON GROUP PLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q4 2015 | 3 |
CAPITAL GROWTH MANAGEMENT LP | 2 | 1 | 0.67% | 1.25% | 1.96% | Q3 2016 | Q2 2022 | 3 |
TruWealth Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Accel Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Invst, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Arete Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
abrdn Investment Management Ltd | 2 | 1 | 0.01% | 0.15% | 0.22% | Q3 2013 | Q2 2014 | 3 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2018 | 3 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.01% | 0.06% | 0.09% | Q3 2023 | Q3 2023 | 3 |
BBT Capital Management, LLC | 3 | 3 | 0.78% | 1.07% | 1.58% | Q2 2013 | Q4 2013 | 3 |
RWC Asset Management LLP | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.32% | 0.34% | 0.39% | Q1 2023 | Q3 2023 | 3 |
BELLEVUE ASSET MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
AJO, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 3 |
del Rey Global Investors, LLC | 3 | 3 | 8.65% | 9.60% | 10.72% | Q2 2013 | Q4 2013 | 3 |
Perpetual Ltd | 3 | 3 | 0.27% | 0.32% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.09% | 0.15% | 0.26% | Q3 2018 | Q4 2022 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Private Ocean, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Alera Investment Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q1 2022 | 3 |
Bruderman Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.18% | 0.20% | 0.25% | Q1 2023 | Q3 2023 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Hansberger Growth Investors, LP | 3 | 3 | 0.97% | 1.07% | 1.26% | Q4 2014 | Q2 2015 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q2 2022 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 1 | 0.17% | 0.26% | 0.42% | Q3 2019 | Q2 2021 | 3 |
SPINNAKER TRUST | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q3 2014 | 3 |
Ignite Planners, LLC | 2 | 1 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q4 2022 | 3 |
CUE ADVISORY SERVICES, INC. | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2018 | Q3 2018 | 3 |
Carnegie Capital Asset Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 1.68% | 1.83% | 2.09% | Q1 2022 | Q3 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Hudson Value Partners, LLC | 3 | 3 | 0.40% | 0.42% | 0.45% | Q3 2022 | Q1 2023 | 3 |
Goelzer Investment Management, Inc. | 3 | 3 | 0.20% | 0.25% | 0.27% | Q1 2021 | Q3 2021 | 3 |
APPLETON PARTNERS INC/MA | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2013 | Q2 2014 | 3 |
FORTEM FINANCIAL GROUP, LLC | 3 | 3 | 0.28% | 0.29% | 0.31% | Q4 2018 | Q2 2019 | 3 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Carolina Wealth Advisors, LLC | 3 | 3 | 1.77% | 2.14% | 2.37% | Q1 2021 | Q3 2021 | 3 |
Bell Bank | 3 | 3 | 0.62% | 0.70% | 0.84% | Q4 2015 | Q2 2016 | 3 |
Catalyst Capital Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2022 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.14% | 0.22% | Q2 2014 | Q3 2023 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2014 | Q2 2015 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.04% | 1.82% | 5.14% | Q4 2018 | Q1 2023 | 3 |
Spectrum Management Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 3 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 2 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Point72 Asia (Singapore) Pte. Ltd. | 2 | 2 | 5.50% | 5.54% | 5.58% | Q2 2016 | Q3 2016 | 2 |
One68 Global Capital, LLC | 1 | 1 | 2.26% | 2.77% | 3.28% | Q1 2019 | Q3 2019 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Banco BTG Pactual S.A. | 1 | 1 | 0.25% | 0.63% | 1.01% | Q1 2020 | Q3 2020 | 2 |
HARTFORD INVESTMENT MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Saiers Capital, LLC | 1 | 1 | 0.07% | 0.32% | 0.57% | Q4 2014 | Q4 2014 | 2 |
Syntal Capital Partners, LLC | 1 | 1 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q3 2021 | 2 |
Sterneck Capital Management, LLC | 2 | 2 | 0.19% | 0.31% | 0.44% | Q2 2015 | Q3 2015 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Opera Trading Capital | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2017 | 2 |
Bridgefront Capital, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2020 | Q1 2021 | 2 |
3G Capital Partners | 1 | 1 | 0.77% | 0.78% | 0.79% | Q1 2015 | Q4 2015 | 2 |
Ethic Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q1 2017 | Q2 2017 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.32% | 0.33% | 0.33% | Q2 2023 | Q3 2023 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Echo Point Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Valentine Capital Asset Management, Inc. | 2 | 2 | 0.16% | 0.20% | 0.23% | Q4 2011 | Q1 2012 | 2 |
Marshall Financial Group LLC | 2 | 2 | 0.29% | 0.33% | 0.37% | Q2 2021 | Q3 2021 | 2 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.11% | 0.27% | 0.42% | Q4 2013 | Q4 2015 | 2 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
OTA Financial Group L.P. | 1 | 1 | 0.36% | 1.05% | 1.74% | Q3 2014 | Q2 2016 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ARROW FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
VIKING FUND MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
IPG Investment Advisors LLC | 1 | 1 | 0.05% | 0.72% | 1.38% | Q1 2022 | Q3 2023 | 2 |
Quadrant Capital Management, LLC | 2 | 2 | 0.85% | 0.90% | 0.94% | Q2 2014 | Q3 2014 | 2 |
Mosaic Family Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Allianz Asset Management GmbH | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q1 2014 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Desjardins Global Asset Management Inc. | 2 | 2 | 0.30% | 0.34% | 0.37% | Q1 2023 | Q2 2023 | 2 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Diligent Investors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Blenheim Capital Management, L.L.C. | 2 | 2 | 0.26% | 0.97% | 1.69% | Q2 2014 | Q3 2014 | 2 |
Avitas Wealth Management LLC | 2 | 2 | 0.33% | 0.35% | 0.37% | Q1 2023 | Q2 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Sterling Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
TCWP LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 2 |
Dominick & Dominick LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q1 2014 | 2 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 2 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Standard Family Office LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 2 |
BAR HARBOR WEALTH MANAGEMENT | 1 | 1 | 0.03% | 0.08% | 0.13% | Q1 2014 | Q4 2016 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q1 2017 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financial Advantage, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2018 | 2 |
Altman Advisors, Inc. | 1 | 1 | 0.50% | 0.65% | 0.81% | Q1 2023 | Q3 2023 | 2 |
Founders Capital Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Passport Capital, LLC | 1 | 1 | 0.12% | 0.17% | 0.21% | Q2 2013 | Q1 2016 | 2 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CrestPoint Capital Management, LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2014 | Q3 2014 | 2 |
Inspire Investing, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q1 2020 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.10% | 0.18% | Q4 2017 | Q2 2021 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.00% | 4.15% | 6.30% | Q1 2015 | Q4 2015 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
First National Bank of South Miami | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Sterling Manor Financial, LLC | 2 | 2 | 0.40% | 0.40% | 0.41% | Q4 2020 | Q1 2021 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.40% | 0.43% | 0.46% | Q3 2015 | Q4 2015 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.10% | 0.20% | Q2 2023 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NORTHSTAR INVESTMENT ADVISORS LLC | 1 | 1 | 1.05% | 1.10% | 1.16% | Q3 2013 | Q1 2015 | 2 |
Linscomb & Williams, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2022 | 2 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.16% | 0.22% | 0.27% | Q1 2023 | Q3 2023 | 2 |
Segment Wealth Management, LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2014 | Q3 2014 | 2 |
KB FINANCIAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 2 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.92% | 0.93% | 0.93% | Q3 2019 | Q4 2019 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
Verde Servicos Internacionais S.A. | 2 | 2 | 0.19% | 0.20% | 0.21% | Q3 2017 | Q4 2017 | 2 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.05% | 0.09% | 0.12% | Q4 2016 | Q2 2017 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CMT Asset Management Ltd | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.12% | 0.22% | Q2 2019 | Q1 2020 | 2 |
Genesis Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.18% | 0.35% | Q2 2017 | Q2 2017 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.21% | 0.23% | 0.24% | Q1 2022 | Q2 2022 | 2 |
Oakwell Private Wealth Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
TLS Advisors LLC | 2 | 2 | 3.35% | 3.80% | 4.24% | Q2 2023 | Q3 2023 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.28% | 0.35% | 0.41% | Q1 2021 | Q2 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Duquesne Family Office | 2 | 2 | 1.00% | 1.06% | 1.13% | Q3 2016 | Q4 2016 | 2 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
NVWM, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2022 | Q2 2022 | 2 |
Knollwood Investment Advisory, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Angeles Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Cannell & Co. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Davis Capital Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
TFG Asset Management GP Ltd | 2 | 2 | 0.60% | 0.65% | 0.69% | Q1 2020 | Q2 2020 | 2 |
Cornerstone Financial Partners, LLC | 2 | 2 | 0.70% | 0.70% | 0.70% | Q3 2017 | Q4 2017 | 2 |
Alden Global Capital LLC | 2 | 2 | 6.28% | 10.52% | 14.76% | Q1 2016 | Q2 2016 | 2 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
BEACON TRUST CO | 2 | 2 | 0.09% | 0.15% | 0.21% | Q1 2013 | Q2 2013 | 2 |
Bristol Advisors, LLC | 2 | 2 | 0.26% | 0.39% | 0.52% | Q3 2017 | Q4 2017 | 2 |
Verger Capital Management LLC | 2 | 2 | 0.36% | 0.41% | 0.46% | Q2 2022 | Q3 2022 | 2 |
Ballew Advisors, Inc | 2 | 2 | 0.44% | 0.45% | 0.46% | Q4 2021 | Q1 2022 | 2 |
Zions Trust, National Association | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
BBVA USA | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2013 | 2 |
STUDIO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.01% | 0.08% | 0.14% | Q1 2021 | Q2 2021 | 2 |
HoyleCohen, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.35% | 0.63% | Q3 2020 | Q2 2022 | 2 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2013 | Q2 2014 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q2 2023 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.10% | 0.16% | 0.22% | Q4 2017 | Q1 2018 | 2 |
S. R. Schill & Associates | 2 | 2 | 0.15% | 0.24% | 0.33% | Q2 2018 | Q3 2018 | 2 |
ROCKY MOUNTAIN ADVISERS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 2 |
Princeton Alpha Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q4 2016 | 2 |
1st Global Advisors, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
STEELHEAD PARTNERS LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Hilltop Holdings Inc. | 1 | 1 | 0.03% | 0.07% | 0.11% | Q4 2022 | Q2 2023 | 2 |
PARK NATIONAL CORP /OH/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Airain ltd | 2 | 2 | 0.18% | 0.36% | 0.53% | Q3 2015 | Q4 2015 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.12% | 0.30% | 0.48% | Q4 2016 | Q1 2017 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
BIVIN & ASSOCIATES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
FIRST HORIZON CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
CARLSON CAPITAL L P | 2 | 2 | 0.44% | 0.49% | 0.54% | Q1 2014 | Q2 2014 | 2 |
LifePro Asset Management | 2 | 2 | 2.48% | 2.49% | 2.50% | Q4 2022 | Q1 2023 | 2 |
Tetrem Capital Management Ltd. | 2 | 2 | 0.74% | 0.75% | 0.77% | Q1 2015 | Q2 2015 | 2 |
Koss-Olinger Consulting, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
New Hampshire Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 2 |
Wharton Business Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Gruss Capital Management LP | 1 | 1 | 0.44% | 0.69% | 0.93% | Q1 2014 | Q3 2014 | 2 |
B&D White Capital Company, LLC | 1 | 1 | 0.08% | 0.20% | 0.34% | Q3 2022 | Q3 2023 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 2 | 0.03% | 0.07% | 0.11% | Q3 2022 | Q4 2022 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.22% | 0.28% | 0.33% | Q2 2023 | Q3 2023 | 2 |
COUNTRY FUND MANAGEMENT | 2 | 2 | 0.28% | 0.33% | 0.38% | Q2 2013 | Q3 2013 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
STRS OHIO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
NTV ASSET MANAGEMENT LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2017 | Q3 2017 | 1 |
Longer Investments Inc. | 1 | 1 | 1.69% | 1.69% | 1.69% | Q4 2013 | Q4 2013 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Autonomy Capital (Jersey) L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Weil Company, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2021 | Q1 2021 | 1 |
CROFT-LEOMINSTER INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2015 | Q2 2015 | 1 |
NATIONAL INVESTMENT SERVICES INC /WI | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2013 | Q2 2013 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lifestyle Asset Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
DILLON & ASSOCIATES INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
LAKE STREET PRIVATE WEALTH, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Jenkins Wealth | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Black River Asset Management LLC | 1 | 1 | 6.53% | 6.53% | 6.53% | Q2 2014 | Q2 2014 | 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% | Q2 2019 | Q2 2019 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Old West Investment Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MASON STREET ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
CALIBER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2021 | Q2 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2022 | Q1 2022 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 4.81% | 4.81% | 4.81% | Q2 2017 | Q2 2017 | 1 |
WS MANAGEMENT LLLP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2021 | Q1 2021 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2017 | Q4 2017 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2015 | Q2 2015 | 1 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
GMT CAPITAL CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
BP CAPITAL MANAGEMENT L P | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Jump Financial, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
StellarOne CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2013 | Q4 2013 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2017 | Q4 2017 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MQS Management LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Harrison & Co Wealth Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2022 | Q2 2022 | 1 |
BURNEY CO/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2013 | Q4 2013 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Heron Bay Capital Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Carmignac Gestion | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Jackson Hole Capital Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
New Millennium Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cooperatieve Rabobank U.A. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Cypress Wealth Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2015 | Q3 2015 | 1 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Close Asset Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Capital Research Global Investors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
GAMBLE JONES INVESTMENT COUNSEL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Euro Pacific Asset Management, LLC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q4 2022 | Q4 2022 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SEARLE & CO. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
COWEN INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Smithwood Advisers, L.P. | 1 | 1 | 2.48% | 2.48% | 2.48% | Q4 2013 | Q4 2013 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2016 | Q3 2016 | 1 |
L & S Advisors Inc | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2016 | Q4 2016 | 1 |
HERNDON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Eliot Finkel Investment Counsel, LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q4 2015 | Q4 2015 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Voleon Capital Management LP | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2020 | Q4 2020 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Morse Asset Management, Inc | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2022 | Q1 2022 | 1 |
TRUST CO OF TOLEDO NA /OH/ | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OTA LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q2 2014 | Q2 2014 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Cleary Gull Holdings Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Ashler Capital LLC | 1 | 1 | 2.03% | 2.03% | 2.03% | Q1 2018 | Q1 2018 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Baldwin Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
PFG Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Straight Path Wealth Management | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Jade Capital Advisors, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2021 | Q3 2021 | 1 |
Simplify Asset Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Greylin Investment Management, Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Triasima Portfolio Management inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Drexel Morgan & Co. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
EA Series Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
All Terrain Financial Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Operose Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DEERE & CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2013 | Q2 2013 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
DRW Securities, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CIM INVESTMENT MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2014 | Q1 2014 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sculptor Capital LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2014 | Q3 2014 | 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% | Q4 2022 | Q4 2022 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PHYSICIANS FINANCIAL SERVICES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
LEVITT CAPITAL MANAGEMENT LLC | 1 | 1 | 2.82% | 2.82% | 2.82% | Q3 2013 | Q3 2013 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2022 | Q1 2022 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2014 | Q2 2014 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Garde Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Glovista Investments LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
Bronson Point Management LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2015 | Q3 2015 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Cairn Investment Group, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
HAMEL ASSOCIATES, INC. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2015 | Q1 2015 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GeoSphere Capital Management, LLC | 1 | 1 | 5.74% | 5.74% | 5.74% | Q2 2015 | Q2 2015 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Private Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q1 2022 | Q1 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Bedell Frazier Investment Counselling, LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q1 2022 | Q1 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2013 | Q2 2013 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
AFT, FORSYTH & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2013 | Q2 2013 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Valtura Capital Partners LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2016 | Q4 2016 | 1 |
Ascent Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Artisan Partners Limited Partnership | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Andromeda Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
Standard Investments LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2016 | Q2 2016 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
PointState Capital LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Evolution Capital Management LLC | 1 | 1 | 6.96% | 6.96% | 6.96% | Q1 2022 | Q1 2022 | 1 |
PUZO MICHAEL J | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2012 | Q4 2012 | 1 |
Field & Main Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Centenus Global Management, LP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2019 | Q2 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ATALANTA SOSNOFF CAPITAL, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2020 | Q3 2020 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q3 2013 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
F3Logic, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Beck Bode, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2012 | Q4 2012 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2017 | Q1 2017 | 1 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2019 | Q2 2019 | 1 |
COMPTON CAPITAL MANAGEMENT INC /RI | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 1.38% | 1.38% | 1.38% | Q1 2023 | Q1 2023 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Trutina Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Quinn Opportunity Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Roundview Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
CLEARBRIDGE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Prostatis Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FCM INVESTMENTS/TX | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2013 | Q2 2013 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
Trafelet Capital Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2016 | Q4 2016 | 1 |
Artemis Investment Management LLP | 1 | 1 | 1.63% | 1.63% | 1.63% | Q1 2015 | Q1 2015 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
IBERIABANK CORP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2013 | Q1 2013 | 1 |
Covalis Capital LLP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2018 | Q3 2018 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Ariose Capital Management Ltd | 1 | 1 | 2.48% | 2.48% | 2.48% | Q1 2023 | Q1 2023 | 1 |
Telemark Asset Management, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2021 | Q2 2021 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 2.27% | 2.27% | 2.27% | Q4 2013 | Q4 2013 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
McClarren Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Aspen Wealth Strategies, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own BHP BILLITON LTD or have owned BHP BILLITON LTD in the past.