Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 41 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q2 2023 | 45 |
ROYAL BANK OF CANADA | 41 | 41 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 42 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 42 |
Bank of New York Mellon Corp | 41 | 41 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 41 |
CITIGROUP INC | 41 | 41 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q2 2023 | 41 |
WELLS FARGO & COMPANY/MN | 41 | 41 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 41 | 41 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 41 |
BANK OF AMERICA CORP /DE/ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 41 |
FMR LLC | 41 | 41 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2023 | 41 |
NATIXIS ADVISORS, L.P. | 41 | 41 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 41 |
OPPENHEIMER & CO INC | 41 | 41 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2023 | 41 |
AMERIPRISE FINANCIAL INC | 41 | 41 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 41 |
NORTHERN TRUST CORP | 41 | 41 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 41 |
MORGAN STANLEY | 41 | 41 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2023 | 41 |
Advisors Asset Management, Inc. | 41 | 41 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q2 2023 | 41 |
FEDERATED HERMES, INC. | 41 | 41 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2023 | 41 |
FRANKLIN RESOURCES INC | 41 | 41 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 41 |
DIMENSIONAL FUND ADVISORS LP | 41 | 41 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q2 2023 | 41 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2023 | 40 |
BANK OF MONTREAL /CAN/ | 39 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 40 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 40 |
GLENMEDE TRUST CO NA | 20 | 19 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 39 |
GEODE CAPITAL MANAGEMENT, LLC | 39 | 39 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 39 |
Texas Yale Capital Corp. | 38 | 38 | 0.02% | 0.05% | 0.09% | Q1 2014 | Q2 2023 | 38 |
FIFTH THIRD BANCORP | 34 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2023 | 38 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 11 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 38 |
HUNTINGTON NATIONAL BANK | 30 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 37 |
Invesco Ltd. | 26 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 37 |
BRANDES INVESTMENT PARTNERS, LP | 19 | 2 | 0.06% | 0.73% | 1.58% | Q4 2012 | Q2 2023 | 37 |
UBS Group AG | 35 | 35 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 21 | 13 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2023 | 34 |
Renaissance Technologies | 27 | 2 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2023 | 34 |
Laird Norton Wetherby Wealth Management, LLC | 34 | 34 | 0.03% | 0.06% | 0.11% | Q1 2015 | Q2 2023 | 34 |
REILLY FINANCIAL ADVISORS, LLC | 29 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 33 |
QUADRANT CAPITAL GROUP LLC | 33 | 33 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q2 2023 | 33 |
DEUTSCHE BANK AG\ | 21 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q2 2023 | 33 |
JPMORGAN CHASE & CO | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 33 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.07% | 0.10% | 0.14% | Q2 2015 | Q2 2023 | 33 |
LPL Financial LLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 32 |
ENTERPRISE FINANCIAL SERVICES CORP | 32 | 32 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2021 | 32 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q2 2023 | 31 |
JFS WEALTH ADVISORS, LLC | 21 | 10 | 0.00% | 0.00% | 0.05% | Q2 2014 | Q2 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q4 2020 | 31 |
STIFEL FINANCIAL CORP | 18 | 13 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2023 | 31 |
ASSETMARK, INC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2023 | 30 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q2 2023 | 30 |
SIGNATUREFD, LLC | 22 | 8 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2023 | 30 |
First Horizon Advisors, Inc. | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 30 |
THOMAS WHITE INTERNATIONAL LTD | 30 | 30 | 0.00% | 0.52% | 1.02% | Q3 2015 | Q4 2022 | 30 |
OLD NATIONAL BANCORP /IN/ | 29 | 29 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q2 2023 | 29 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 29 |
Boston Partners | 29 | 29 | 0.05% | 0.32% | 0.57% | Q2 2016 | Q2 2023 | 29 |
Smithfield Trust Co | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2022 | 29 |
TODD ASSET MANAGEMENT LLC | 27 | 1 | 0.09% | 0.57% | 0.94% | Q2 2016 | Q2 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q1 2020 | 28 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 22 | 1 | 0.04% | 0.14% | 0.20% | Q2 2016 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 27 |
SHELTON CAPITAL MANAGEMENT | 27 | 27 | 0.03% | 0.06% | 0.11% | Q4 2016 | Q2 2023 | 27 |
SIT INVESTMENT ASSOCIATES INC | 27 | 27 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q2 2023 | 27 |
IMS Capital Management | 27 | 27 | 0.21% | 0.27% | 0.37% | Q4 2016 | Q2 2023 | 27 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q2 2023 | 27 |
Cubist Systematic Strategies, LLC | 13 | 1 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q2 2023 | 26 |
PEAK6 Group LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2018 | 26 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17 | 4 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2023 | 26 |
RENAISSANCE GROUP LLC | 26 | 26 | 0.30% | 0.49% | 0.65% | Q1 2017 | Q2 2023 | 26 |
BlackRock Inc. | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 26 |
FULTON BANK, N.A. | 26 | 26 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q2 2023 | 26 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 26 |
FDx Advisors, Inc. | 13 | 2 | 0.01% | 0.03% | 0.08% | Q2 2016 | Q2 2023 | 25 |
WELLINGTON MANAGEMENT GROUP LLP | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 25 |
Steward Partners Investment Advisory, LLC | 17 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 25 |
Rehmann Capital Advisory Group | 23 | 1 | 0.02% | 0.06% | 0.27% | Q4 2008 | Q3 2019 | 25 |
CWM, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 25 |
FINANCIAL COUNSELORS INC | 22 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 25 |
Neuberger Berman Group LLC | 22 | 3 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q2 2023 | 25 |
Crossmark Global Holdings, Inc. | 24 | 1 | 0.06% | 0.16% | 0.37% | Q3 2016 | Q2 2023 | 25 |
OPPENHEIMER ASSET MANAGEMENT INC. | 21 | 3 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q2 2023 | 24 |
EAGLE ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 24 |
BESSEMER GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 24 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 23 | 23 | 0.01% | 0.06% | 0.12% | Q4 2017 | Q2 2023 | 23 |
Manning & Napier Group, LLC | 23 | 23 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q2 2023 | 23 |
Front Row Advisors LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 23 |
RAYMOND JAMES TRUST N.A. | 22 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2023 | 23 |
FARMERS & MERCHANTS INVESTMENTS INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 23 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 21 | 2 | 0.13% | 0.59% | 1.24% | Q2 2013 | Q2 2023 | 23 |
FIRST TRUST ADVISORS LP | 16 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2020 | 23 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2023 | 21 |
Employees Retirement System of Texas | 21 | 21 | 0.03% | 0.21% | 0.37% | Q2 2013 | Q2 2018 | 21 |
BTC Capital Management, Inc. | 18 | 3 | 0.03% | 0.09% | 0.14% | Q4 2015 | Q2 2023 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2018 | 21 |
Bollard Group LLC | 19 | 1 | 0.00% | 0.09% | 0.13% | Q4 2014 | Q2 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 20 |
REGIONS FINANCIAL CORP | 8 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 20 |
SIMPLEX TRADING, LLC | 15 | 1 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q4 2022 | 20 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 20 |
CREDIT SUISSE AG/ | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q2 2022 | 20 |
Lindbrook Capital, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 19 |
HOWE & RUSLING INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 19 |
Cornerstone Advisors, Inc. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2019 | 19 |
FIRST MANHATTAN CO. LLC. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 19 |
BOKF, NA | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2023 | 19 |
D. E. Shaw & Co., Inc. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 19 |
Dorsey Wright & Associates | 8 | 2 | 0.05% | 0.63% | 1.46% | Q3 2015 | Q2 2023 | 19 |
M&T BANK CORP | 11 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q2 2023 | 19 |
SUNTRUST BANKS INC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 18 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 18 | 18 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q3 2017 | 18 |
Estabrook Capital Management | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Garde Capital, Inc. | 8 | 3 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q4 2020 | 18 |
Horrell Capital Management, Inc. | 18 | 18 | 0.34% | 0.49% | 0.61% | Q2 2019 | Q3 2023 | 18 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 18 |
Avior Wealth Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 17 |
Capital International Investors | 17 | 17 | 0.05% | 0.06% | 0.11% | Q2 2013 | Q2 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q2 2017 | 17 |
Bartlett & Co. LLC | 11 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 17 |
TRUIST FINANCIAL CORP | 15 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 17 |
Pacer Advisors, Inc. | 13 | 1 | 0.00% | 0.02% | 0.14% | Q4 2013 | Q2 2023 | 17 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q2 2023 | 17 |
Carroll Financial Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 16 |
STATE STREET CORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 16 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.31% | 0.85% | Q2 2015 | Q4 2022 | 16 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.02% | 0.13% | Q2 2015 | Q2 2023 | 16 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 16 |
Plante Moran Financial Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 16 |
MGO ONE SEVEN LLC | 10 | 2 | 0.01% | 0.06% | 0.08% | Q4 2017 | Q2 2023 | 16 |
Winslow, Evans & Crocker, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 16 |
Global Wealth Management Investment Advisory, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 16 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2023 | 16 |
Quantbot Technologies LP | 9 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q2 2023 | 15 |
Russell Investments Group, Ltd. | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 15 |
Glassman Wealth Services | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
Cutler Group LLC / CA | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2021 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
Parcion Private Wealth LLC | 15 | 15 | 0.04% | 0.15% | 0.78% | Q4 2019 | Q2 2023 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.03% | 0.06% | 0.11% | Q1 2016 | Q2 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
HighMark Wealth Management LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2015 | 15 |
ClearBridge Investments | 10 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q2 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 15 |
ETRADE Capital Management LLC | 12 | 3 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2020 | 15 |
Nationwide Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Grantham, Mayo, Van Otterloo & Co. LLC | 13 | 1 | 0.01% | 0.20% | 0.43% | Q2 2019 | Q2 2023 | 14 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2020 | 14 |
NORTHROAD CAPITAL MANAGEMENT LLC | 14 | 14 | 1.83% | 2.36% | 2.70% | Q2 2013 | Q3 2016 | 14 |
GREENLEAF TRUST | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2023 | 14 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2021 | 14 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
Zions Bancorporation | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2018 | 14 |
PUTNAM INVESTMENTS LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
WASHINGTON TRUST Co | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Quinn Opportunity Partners LLC | 10 | 1 | 0.03% | 0.04% | 0.10% | Q3 2017 | Q3 2023 | 13 |
PINNACLE ASSOCIATES LTD | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 13 |
MISSION WEALTH MANAGEMENT, LP | 12 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2017 | 13 |
Column Capital Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
CIBC BANK USA | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2015 | Q3 2018 | 13 |
Atria Investments, Inc | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q2 2023 | 13 |
Clark Capital Management Group, Inc. | 13 | 13 | 0.24% | 0.45% | 0.57% | Q2 2020 | Q2 2023 | 13 |
Mount Yale Investment Advisors, LLC | 9 | 1 | 0.02% | 0.04% | 0.17% | Q1 2018 | Q2 2023 | 13 |
Janney Montgomery Scott LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 13 |
Renaissance Investment Group LLC | 13 | 13 | 0.15% | 0.99% | 1.47% | Q2 2020 | Q2 2023 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.02% | 0.04% | 0.12% | Q2 2020 | Q2 2023 | 13 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 13 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q2 2017 | 12 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 12 |
KANALY TRUST CO | 7 | 5 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q4 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q1 2016 | 12 |
SRS Capital Advisors, Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 12 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2021 | 12 |
AdvisorNet Financial, Inc | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 12 |
TD ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2022 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q2 2023 | 12 |
RHUMBLINE ADVISERS | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 12 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 12 |
CAPTRUST FINANCIAL ADVISORS | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.01% | 0.13% | 0.26% | Q2 2018 | Q4 2021 | 12 |
PROFUND ADVISORS LLC | 8 | 3 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q2 2023 | 11 |
Legal & General Group Plc | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 11 |
NOMURA ASSET MANAGEMENT CO LTD | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Annapolis Financial Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.05% | 0.18% | Q1 2017 | Q2 2023 | 11 |
Cutter & CO Brokerage, Inc. | 11 | 11 | 0.18% | 0.77% | 1.03% | Q3 2017 | Q1 2020 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
First Personal Financial Services | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 11 |
TOWNSQUARE CAPITAL LLC | 10 | 1 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q2 2023 | 11 |
Financial Management Professionals, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
FIRST HAWAIIAN BANK | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 11 |
Icon Wealth Partners, LLC | 6 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q2 2023 | 11 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 11 |
LEUTHOLD GROUP, LLC | 9 | 2 | 0.04% | 0.30% | 0.80% | Q3 2019 | Q3 2023 | 11 |
First Trust Direct Indexing L.P. | 11 | 11 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q2 2023 | 11 |
Balentine LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
First Eagle Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
PARK AVENUE SECURITIES LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
PRUDENTIAL FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q2 2023 | 10 |
Vestmark Advisory Solutions, Inc. | 7 | 1 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q2 2022 | 10 |
PEAK6 Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 10 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 10 |
MANNING & NAPIER ADVISORS LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2017 | 10 |
GMT CAPITAL CORP | 10 | 10 | 0.18% | 0.55% | 0.71% | Q1 2018 | Q2 2020 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
BRINKER CAPITAL INC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2020 | 10 |
Arden Trust Co | 10 | 10 | 0.04% | 0.13% | 0.17% | Q1 2021 | Q2 2023 | 10 |
Cetera Advisor Networks LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 10 |
CITIZENS FINANCIAL GROUP INC/RI | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.04% | 0.24% | Q1 2018 | Q1 2023 | 10 |
Freedom Investment Management, Inc. | 9 | 1 | 0.02% | 0.03% | 0.12% | Q4 2016 | Q2 2023 | 10 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.03% | Q1 2021 | Q2 2023 | 10 |
Israel Discount Bank of New York | 9 | 9 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q1 2019 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q2 2023 | 9 |
TORONTO DOMINION BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
GUARDIAN CAPITAL LP | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
MEEDER ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
THORNBURG INVESTMENT MANAGEMENT INC | 6 | 3 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q3 2022 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.05% | 0.15% | Q2 2019 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Calvert Investment Management, Inc. | 7 | 2 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q4 2016 | 9 |
Addison Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
DUBUQUE BANK & TRUST CO | 9 | 9 | 0.27% | 0.31% | 0.33% | Q1 2017 | Q1 2019 | 9 |
KB FINANCIAL PARTNERS, LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
WHITTIER TRUST CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.01% | 0.08% | 0.12% | Q3 2020 | Q4 2022 | 9 |
Twin Lakes Capital Management, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 9 |
Gemmer Asset Management LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 9 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 9 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 9 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.02% | 0.11% | Q4 2013 | Q3 2020 | 9 |
AllSquare Wealth Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
WHITTIER TRUST CO OF NEVADA INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 9 |
Grove Bank & Trust | 5 | 3 | 0.01% | 0.06% | 0.11% | Q4 2016 | Q2 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
NEW YORK STATE COMMON RETIREMENT FUND | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Manchester Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2023 | 8 |
HighTower Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 8 |
First City Capital Management, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 8 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q2 2023 | 8 |
Marks Group Wealth Management, Inc | 8 | 8 | 0.06% | 0.09% | 0.10% | Q3 2021 | Q2 2023 | 8 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q2 2023 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 0.65% | 0.90% | 1.26% | Q4 2021 | Q3 2023 | 8 |
Neuburgh Advisers LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Wealth Alliance | 5 | 3 | 0.04% | 0.08% | 0.12% | Q1 2021 | Q1 2023 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Csenge Advisory Group | 4 | 1 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q2 2023 | 8 |
STEPHENS INC /AR/ | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2021 | 8 |
Raymond James Financial Services Advisors, Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.03% | 0.07% | Q2 2021 | Q2 2023 | 8 |
Gradient Investments LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2023 | 8 |
Vigilant Capital Management, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 8 |
Qtron Investments LLC | 8 | 8 | 0.12% | 0.19% | 0.32% | Q3 2021 | Q2 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 8 |
Banco Santander, S.A. | 6 | 2 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q2 2021 | 8 |
Schechter Investment Advisors, LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Princeton Alpha Management LP | 4 | 3 | 0.05% | 0.09% | 0.20% | Q4 2014 | Q1 2017 | 7 |
Forum Financial Management, LP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Omnia Family Wealth, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2023 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 7 |
YOUSIF CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Waratah Capital Advisors Ltd. | 5 | 1 | 0.03% | 0.65% | 1.45% | Q4 2020 | Q2 2023 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2017 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 7 |
FIDUCIARY TRUST CO | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 6 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2023 | 7 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2023 | 7 |
First Allied Advisory Services, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2016 | 7 |
Bell Investment Advisors, Inc | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 7 |
Pinnacle Bancorp, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
YorkBridge Wealth Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
MACQUARIE GROUP LTD | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 7 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
UMB Bank, n.a. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q1 2023 | 7 |
Susquehanna International Securities, Ltd. | 6 | 6 | 0.11% | 0.96% | 2.18% | Q4 2018 | Q1 2020 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 6 |
EverSource Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 6 |
KEYBANK NATIONAL ASSOCIATION/OH | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q1 2022 | 6 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2019 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Voya Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
One Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q4 2022 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 6 |
CONNING INC. | 6 | 6 | 0.04% | 0.10% | 0.19% | Q1 2022 | Q2 2023 | 6 |
Holistic Financial Partners | 4 | 2 | 0.01% | 0.10% | 0.14% | Q4 2017 | Q4 2021 | 6 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.01% | 0.05% | 0.07% | Q2 2014 | Q2 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
EAGLE GLOBAL ADVISORS LLC | 6 | 6 | 0.21% | 0.27% | 0.36% | Q1 2022 | Q2 2023 | 6 |
SVB WEALTH LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 6 |
Cerity Partners LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Spot Trading L.L.C | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2016 | 6 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.04% | 0.20% | 0.52% | Q4 2019 | Q1 2023 | 6 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 6 |
ATLAS CAPITAL ADVISORS LLC | 4 | 2 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q2 2023 | 6 |
Candriam S.C.A. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 6 |
Lenox Wealth Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 6 |
Clearstead Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 6 |
GRATRY & Co LLC | 6 | 6 | 2.62% | 3.23% | 3.58% | Q2 2016 | Q3 2017 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Legacy Wealth Asset Management, LLC | 6 | 6 | 0.07% | 0.14% | 0.18% | Q1 2022 | Q2 2023 | 6 |
NumerixS Investment Technologies Inc | 3 | 3 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2019 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
GERMAN AMERICAN BANCORP, INC. | 4 | 2 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 6 |
AMP Capital Investors Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2021 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
GHP Investment Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
WRAPMANAGER INC | 5 | 1 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q2 2023 | 6 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 6 |
Baillie Gifford | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.03% | 0.11% | Q2 2021 | Q2 2023 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2019 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 1 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q2 2023 | 5 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
Brookfield Asset Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 5 |
BAILARD, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Veritable, L.P. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 5 |
Vise Technologies, Inc. | 5 | 5 | 0.08% | 0.12% | 0.16% | Q2 2022 | Q2 2023 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
MUFG Americas Holdings Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
BELLEVUE ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Asset Dedication, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 5 |
Avalon Investment & Advisory | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
GREENHAVEN ASSOCIATES INC | 5 | 5 | 0.56% | 1.19% | 1.55% | Q2 2022 | Q2 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Cambridge Investment Research Advisors, Inc. | 3 | 2 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2023 | 5 |
Capital World Investors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Kalos Management, Inc. | 5 | 5 | 0.65% | 0.88% | 1.27% | Q3 2018 | Q3 2019 | 5 |
NATIONAL BANK OF CANADA /FI/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
Sowell Financial Services LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
FIRST NEW YORK SECURITIES LLC /NY | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 5 |
FNY Investment Advisers, LLC | 2 | 1 | 0.02% | 0.12% | 0.26% | Q3 2018 | Q2 2021 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q1 2020 | 5 |
GUGGENHEIM CAPITAL LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
ADVISOR PARTNERS LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2021 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.12% | 0.32% | Q1 2021 | Q2 2023 | 4 |
Timber Hill LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 4 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2022 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
FNY Partners Fund LP | 4 | 4 | 0.42% | 0.72% | 0.91% | Q1 2017 | Q4 2017 | 4 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q2 2014 | 4 |
BALDWIN BROTHERS LLC/MA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
NOMURA HOLDINGS INC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2012 | Q1 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
WILMINGTON TRUST CO | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
Edgestream Partners, L.P. | 4 | 4 | 0.06% | 0.16% | 0.25% | Q1 2022 | Q4 2022 | 4 |
Schubert & Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
MAI Capital Management | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Aperture Investors, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2021 | 4 |
Legacy Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.04% | 0.31% | 0.52% | Q3 2016 | Q2 2023 | 4 |
HANCOCK WHITNEY CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Clean Yield Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
AJO, LP | 4 | 4 | 0.00% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2016 | Q3 2017 | 4 |
FORA Capital, LLC | 2 | 1 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q3 2022 | 4 |
BKS ADVISORS, LLC | 4 | 4 | 0.15% | 0.22% | 0.25% | Q1 2017 | Q4 2017 | 4 |
NFJ INVESTMENT GROUP, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2015 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2017 | 4 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2020 | 4 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Lester Murray Antman dba SimplyRich | 2 | 1 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q2 2023 | 4 |
Checchi Capital Advisers, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2021 | 4 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
COMERICA SECURITIES,INC. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 4 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
DEERE & CO | 2 | 1 | 0.06% | 0.08% | 0.09% | Q4 2013 | Q2 2016 | 3 |
SYSTM Wealth Solutions LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Quantinno Capital Management LP | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Horizon Investments, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q3 2019 | Q2 2023 | 3 |
MARATHON CAPITAL MANAGEMENT | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Geneos Wealth Management Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2022 | 3 |
ARK Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ALBION FINANCIAL GROUP /UT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Kathmere Capital Management, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q2 2023 | 3 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 3 |
Naviter Wealth, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Optas, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 3 |
Euclid Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q2 2014 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
KLR INVESTMENT ADVISORS, LLC | 3 | 3 | 0.77% | 0.95% | 1.30% | Q1 2023 | Q3 2023 | 3 |
Quantamental Technologies LLC | 2 | 1 | 0.03% | 0.57% | 1.21% | Q1 2019 | Q4 2020 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Perigon Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2020 | 3 |
FLOW TRADERS U.S. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.04% | 0.15% | 0.30% | Q4 2021 | Q2 2023 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
RFP Financial Group LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
Foster Victor Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Ballentine Partners, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
West Family Investments, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.44% | 0.46% | 0.48% | Q1 2021 | Q3 2021 | 3 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 3 |
Standard Family Office LLC | 2 | 1 | 0.02% | 0.09% | 0.24% | Q4 2020 | Q4 2021 | 3 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.05% | 0.14% | Q1 2016 | Q2 2017 | 3 |
Triple Frond Partners | 3 | 3 | 3.21% | 4.05% | 4.80% | Q2 2013 | Q4 2013 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Freestone Capital Holdings, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q4 2013 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 3 |
Dorsey & Whitney Trust CO LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 3 |
Bogart Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 3 |
Park Place Capital Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
True Wealth Design, LLC | 3 | 3 | 0.00% | 0.24% | 0.38% | Q4 2022 | Q2 2023 | 3 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 3 |
MACKENZIE FINANCIAL CORP | 2 | 1 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q2 2023 | 3 |
Gallacher Capital Management LLC | 3 | 3 | 0.17% | 0.20% | 0.22% | Q4 2022 | Q2 2023 | 3 |
Royal Capital Wealth Management, LLC | 3 | 3 | 0.23% | 0.26% | 0.32% | Q4 2021 | Q2 2022 | 3 |
AMERICAN CENTURY COMPANIES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
CIDEL ASSET MANAGEMENT INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 2 | 1 | 0.08% | 0.09% | 0.09% | Q4 2019 | Q1 2021 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Orion Portfolio Solutions, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2023 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.04% | 0.12% | 0.21% | Q2 2022 | Q2 2023 | 3 |
Itau Unibanco Holding S.A. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
CastleKnight Management LP | 2 | 1 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q2 2023 | 3 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 3 |
Bayesian Capital Management, LP | 1 | 1 | 0.08% | 0.12% | 0.17% | Q3 2016 | Q1 2023 | 3 |
1st Global Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q2 2017 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q2 2023 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
QUEST CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.10% | 0.16% | Q4 2019 | Q2 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
RMB Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Compound Global Advisors, LLC | 2 | 2 | 2.85% | 3.01% | 3.18% | Q2 2023 | Q3 2023 | 2 |
NORGES BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2016 | Q3 2016 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q4 2019 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.17% | 0.23% | 0.29% | Q1 2022 | Q2 2022 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.24% | 0.25% | 0.25% | Q1 2022 | Q2 2022 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Strategic Global Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Shepherd Financial Partners LLC | 2 | 2 | 0.35% | 0.36% | 0.36% | Q1 2023 | Q2 2023 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.14% | 0.16% | 0.19% | Q2 2018 | Q3 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Amundi | 2 | 2 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 2 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q2 2023 | 2 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 2 |
Investment Research & Advisory Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
RNC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.61% | 1.15% | Q1 2023 | Q2 2023 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
COOKSON PEIRCE & CO INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
QS Investors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.18% | 0.35% | Q1 2023 | Q2 2023 | 2 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.18% | 0.36% | Q4 2021 | Q2 2023 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q2 2020 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
APG Asset Management N.V. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Ascent Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q2 2022 | 2 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2020 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Inspire Investing, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.55% | 0.57% | 0.58% | Q4 2013 | Q1 2014 | 2 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2015 | Q2 2015 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
FIRST MERCANTILE TRUST CO | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2016 | Q3 2016 | 2 |
Van Leeuwen & Company, LLC | 2 | 2 | 1.04% | 1.07% | 1.10% | Q1 2021 | Q2 2021 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.08% | 0.11% | 0.14% | Q1 2021 | Q2 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.08% | 0.53% | 0.98% | Q2 2016 | Q4 2017 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 2 |
Shilanski & Associates, Inc. | 1 | 1 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q2 2023 | 2 |
Nuveen Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2016 | Q4 2016 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
L1 Capital Pty Ltd | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2023 | Q2 2023 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Fortune Financial Advisors, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
GAM Holding AG | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
XTX Topco Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Conversant Capital LLC | 1 | 1 | 2.15% | 2.15% | 2.15% | Q2 2023 | Q2 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2014 | Q3 2014 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DE BURLO GROUP INC | 1 | 1 | 1.83% | 1.83% | 1.83% | Q4 2019 | Q4 2019 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2023 | Q2 2023 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Corsair Capital Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ING GROEP NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
Connective Portfolio Management, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2021 | Q4 2021 | 1 |
ICC CAPITAL MANAGEMENT INC/ | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TCW GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Astrantus Ltd | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2022 | Q1 2022 | 1 |
CRAMER ROSENTHAL MCGLYNN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ethic Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Jump Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
MQS Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Amtrust Financial Services, Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2018 | Q2 2018 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Capital Research Global Investors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Morse Asset Management, Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Blue Barn Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Gates Capital Management | 1 | 1 | 1.61% | 1.61% | 1.61% | Q2 2023 | Q2 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2023 | Q2 2023 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Airain ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q2 2023 | Q2 2023 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Lanham O'Dell & Company, Inc. | 1 | 1 | 2.54% | 2.54% | 2.54% | Q3 2022 | Q3 2022 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2023 | Q2 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Soros Fund Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BEACH INVESTMENT COUNSEL INC/PA | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q2 2023 | 1 |
PDS Planning, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Baupost Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Baker Ellis Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Voss Capital, LLC | 1 | 1 | 6.09% | 6.09% | 6.09% | Q2 2023 | Q2 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Glovista Investments LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2023 | Q2 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Global Index Advisors Inc | 1 | 1 | 4.60% | 4.60% | 4.60% | Q2 2014 | Q2 2014 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 1.87% | 1.87% | 1.87% | Q1 2018 | Q1 2018 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Veracity Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sandbar Asset Management LLP | 1 | 1 | 5.96% | 5.96% | 5.96% | Q3 2023 | Q3 2023 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Imprint Wealth LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
PDT Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Crestline Management, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
SIRIOS CAPITAL MANAGEMENT L P | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own CRH PLC or have owned CRH PLC in the past.