Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CITIGROUP INC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 93 |
BARCLAYS PLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 90 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31 | 31 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 88 |
GOLDMAN SACHS GROUP INC | 31 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q4 2020 | 81 |
Walleye Trading LLC | 31 | 31 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q4 2020 | 81 |
Twin Tree Management, LP | 18 | 14 | 0.00% | 0.04% | 0.28% | Q4 2012 | Q4 2020 | 71 |
Citadel Advisors | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 63 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2018 | 57 |
JANE STREET GROUP, LLC | 17 | 4 | 0.00% | 0.01% | 0.13% | Q1 2014 | Q4 2020 | 45 |
Mirae Asset Global Investments Co., Ltd. | 31 | 1 | 0.00% | 0.07% | 0.54% | Q4 2008 | Q4 2020 | 45 |
Cutler Group LLC / CA | 16 | 2 | 0.00% | 0.03% | 0.28% | Q4 2015 | Q4 2020 | 45 |
BNP PARIBAS FINANCIAL MARKETS | 34 | 34 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2021 | 44 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2020 | 43 |
First Personal Financial Services | 25 | 25 | 0.00% | 0.21% | 0.88% | Q4 2014 | Q4 2020 | 41 |
Parallax Volatility Advisers, L.P. | 17 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2019 | 41 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2017 | 40 |
ROYAL BANK OF CANADA | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 37 |
UBS Group AG | 25 | 25 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2020 | 37 |
HSBC HOLDINGS PLC | 23 | 1 | 0.00% | 0.01% | 0.06% | Q1 2012 | Q4 2020 | 36 |
MUFG Americas Holdings Corp | 35 | 35 | 0.00% | 0.00% | 0.04% | Q4 2010 | Q2 2019 | 35 |
First Horizon Advisors, Inc. | 32 | 1 | 0.00% | 0.01% | 0.09% | Q1 2012 | Q3 2020 | 33 |
MACQUARIE GROUP LTD | 31 | 31 | 0.10% | 0.27% | 0.46% | Q2 2013 | Q4 2020 | 33 |
BRANDES INVESTMENT PARTNERS, LP | 33 | 33 | 0.11% | 1.16% | 1.74% | Q4 2012 | Q4 2020 | 33 |
BANK OF MONTREAL /CAN/ | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 32 |
WELLS FARGO & COMPANY/MN | 31 | 31 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2020 | 32 |
DEUTSCHE BANK AG\ | 30 | 30 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2020 | 32 |
CREDIT SUISSE AG/ | 32 | 32 | 0.00% | 0.03% | 0.08% | Q1 2013 | Q4 2020 | 32 |
Bank of New York Mellon Corp | 32 | 32 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q4 2020 | 32 |
PROFUND ADVISORS LLC | 31 | 31 | 0.06% | 0.22% | 0.33% | Q2 2013 | Q4 2020 | 31 |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 31 |
WHITTIER TRUST CO OF NEVADA INC | 31 | 31 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q4 2020 | 31 |
Aperio Group, LLC | 31 | 31 | 0.04% | 0.25% | 0.39% | Q2 2013 | Q4 2020 | 31 |
LAZARD ASSET MANAGEMENT LLC | 31 | 31 | 0.16% | 1.73% | 2.48% | Q2 2013 | Q4 2020 | 31 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 31 | 31 | 0.01% | 1.09% | 2.94% | Q2 2013 | Q4 2020 | 31 |
Mondrian Investment Partners LTD | 31 | 31 | 0.08% | 0.87% | 1.88% | Q2 2013 | Q4 2020 | 31 |
CIBC WORLD MARKET INC. | 31 | 31 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2020 | 31 |
MORGAN STANLEY | 31 | 31 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 31 |
COMERICA BANK | 31 | 31 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q4 2020 | 31 |
FMR LLC | 31 | 31 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 31 |
NORTHERN TRUST CORP | 31 | 31 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2020 | 31 |
AMERIPRISE FINANCIAL INC | 31 | 31 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2020 | 31 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2020 | 31 |
LPL Financial LLC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 31 |
LETKO, BROSSEAU & ASSOCIATES INC | 31 | 31 | 0.11% | 0.48% | 1.24% | Q2 2013 | Q4 2020 | 31 |
LINCLUDEN MANAGEMENT LTD | 31 | 31 | 0.01% | 0.22% | 0.37% | Q2 2013 | Q4 2020 | 31 |
Invesco Ltd. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 31 |
Grantham, Mayo, Van Otterloo & Co. LLC | 31 | 31 | 0.01% | 0.15% | 0.32% | Q2 2013 | Q4 2020 | 31 |
ENTERPRISE FINANCIAL SERVICES CORP | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 31 |
DIMENSIONAL FUND ADVISORS LP | 31 | 31 | 0.06% | 0.12% | 0.17% | Q2 2013 | Q4 2020 | 31 |
WHITTIER TRUST CO | 31 | 31 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q4 2020 | 31 |
JPMORGAN CHASE & CO | 31 | 31 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 31 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 31 | 31 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2020 | 31 |
US BANCORP \DE\ | 31 | 31 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2020 | 31 |
Hayek Kallen Investment Management | 31 | 31 | 0.27% | 2.21% | 3.63% | Q2 2013 | Q4 2020 | 31 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 31 | 31 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2020 | 31 |
Advisors Asset Management, Inc. | 31 | 31 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2020 | 31 |
FIFTH THIRD BANCORP | 31 | 31 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2020 | 31 |
M&T BANK CORP | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 31 |
FIRST TRUST ADVISORS LP | 31 | 31 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q4 2020 | 31 |
FRANKLIN RESOURCES INC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 31 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 31 |
HUNTINGTON NATIONAL BANK | 16 | 1 | 0.00% | 0.00% | 0.02% | Q1 2009 | Q4 2019 | 31 |
NATIXIS ADVISORS, L.P. | 31 | 31 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q4 2020 | 31 |
BESSEMER GROUP INC | 31 | 31 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2020 | 31 |
GUGGENHEIM CAPITAL LLC | 31 | 31 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2020 | 31 |
GABELLI FUNDS LLC | 31 | 31 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2020 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2020 | 31 |
EVERETT HARRIS & CO /CA/ | 31 | 31 | 0.19% | 1.11% | 4.00% | Q2 2013 | Q4 2020 | 31 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 9 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q4 2020 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 30 |
ClearBridge Investments | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 30 |
STATE STREET CORP | 23 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 30 |
Allianz Asset Management GmbH | 30 | 30 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2020 | 30 |
Ariel Investments | 30 | 30 | 0.03% | 0.45% | 0.75% | Q2 2013 | Q3 2020 | 30 |
Laird Norton Wetherby Wealth Management, LLC | 30 | 30 | 0.02% | 0.11% | 0.19% | Q2 2013 | Q3 2020 | 30 |
Carroll Financial Associates, Inc. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2020 | 30 |
STRS OHIO | 30 | 30 | 0.06% | 0.15% | 0.24% | Q2 2013 | Q3 2020 | 30 |
NORDEA INVESTMENT MANAGEMENT AB | 20 | 10 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2020 | 30 |
GAM Holding AG | 28 | 1 | 0.01% | 0.39% | 1.29% | Q2 2013 | Q4 2020 | 29 |
THORNBURG INVESTMENT MANAGEMENT INC | 19 | 10 | 0.04% | 0.18% | 0.49% | Q3 2013 | Q4 2020 | 29 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 29 | 29 | 1.15% | 14.47% | 26.71% | Q2 2013 | Q2 2020 | 29 |
Creative Planning | 16 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 29 |
Checchi Capital Advisers, LLC | 29 | 29 | 0.02% | 0.15% | 0.49% | Q4 2013 | Q4 2020 | 29 |
Renaissance Technologies | 26 | 1 | 0.00% | 0.18% | 0.33% | Q2 2013 | Q4 2020 | 29 |
NAPLES GLOBAL ADVISORS, LLC | 29 | 29 | 0.08% | 0.49% | 0.77% | Q4 2013 | Q4 2020 | 29 |
JOHNSON INVESTMENT COUNSEL INC | 26 | 3 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2020 | 29 |
GLENMEDE TRUST CO NA | 21 | 8 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2020 | 29 |
EARNEST PARTNERS LLC | 29 | 29 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2020 | 29 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
State of New Jersey Common Pension Fund D | 28 | 28 | 0.01% | 0.13% | 0.93% | Q1 2014 | Q4 2020 | 28 |
Employees Retirement System of Texas | 28 | 28 | 0.11% | 0.17% | 0.24% | Q2 2013 | Q1 2020 | 28 |
HighTower Advisors, LLC | 11 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 28 |
World Asset Management Inc | 28 | 28 | 0.08% | 0.37% | 0.60% | Q2 2013 | Q1 2020 | 28 |
STIFEL FINANCIAL CORP | 28 | 28 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2020 | 28 |
REILLY FINANCIAL ADVISORS, LLC | 21 | 7 | 0.00% | 0.13% | 0.21% | Q2 2013 | Q2 2020 | 28 |
JFS WEALTH ADVISORS, LLC | 27 | 27 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q4 2020 | 27 |
Holowesko Partners Ltd. | 27 | 27 | 0.06% | 0.43% | 2.08% | Q2 2013 | Q4 2019 | 27 |
ANDERSON HOAGLAND & CO | 27 | 27 | 0.16% | 0.25% | 0.41% | Q3 2013 | Q1 2020 | 27 |
LSV ASSET MANAGEMENT | 27 | 27 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2020 | 27 |
TWO SIGMA INVESTMENTS, LP | 17 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q4 2020 | 27 |
Focused Wealth Management, Inc | 27 | 27 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2021 | 27 |
TD ASSET MANAGEMENT INC | 25 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Gilman Hill Asset Management, LLC | 26 | 26 | 0.14% | 0.27% | 0.43% | Q3 2014 | Q4 2020 | 26 |
VANGUARD GROUP INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2020 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2019 | 26 |
TRUIST FINANCIAL CORP | 26 | 26 | 0.00% | 0.05% | 0.09% | Q3 2014 | Q4 2020 | 26 |
SG Americas Securities, LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2020 | 26 |
MILLENNIUM MANAGEMENT LLC | 10 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2020 | 26 |
SYNOVUS FINANCIAL CORP | 16 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2020 | 26 |
HARDING LOEVNER LP | 24 | 2 | 0.00% | 1.15% | 2.41% | Q2 2013 | Q4 2020 | 26 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 1 | 0.00% | 0.02% | 0.17% | Q1 2014 | Q4 2020 | 25 |
SEI INVESTMENTS CO | 25 | 25 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q4 2020 | 25 |
SIGNATUREFD, LLC | 14 | 1 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q4 2020 | 25 |
Coastline Trust Co | 25 | 25 | 0.05% | 0.09% | 0.14% | Q4 2014 | Q4 2020 | 25 |
HOWARD HUGHES MEDICAL INSTITUTE | 25 | 25 | 0.97% | 1.50% | 2.56% | Q2 2013 | Q2 2019 | 25 |
Janney Montgomery Scott LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2020 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2019 | 25 |
NEW YORK STATE COMMON RETIREMENT FUND | 23 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 25 |
Lesa Sroufe & Co | 17 | 7 | 1.97% | 3.20% | 4.38% | Q2 2013 | Q4 2020 | 24 |
LEUTHOLD GROUP, LLC | 21 | 3 | 0.03% | 0.14% | 0.37% | Q2 2013 | Q2 2019 | 24 |
Cubist Systematic Strategies, LLC | 14 | 2 | 0.01% | 0.04% | 0.10% | Q2 2014 | Q4 2020 | 24 |
TORONTO DOMINION BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2019 | 24 |
Freestone Capital Holdings, LLC | 19 | 5 | 0.03% | 0.32% | 0.72% | Q1 2014 | Q4 2020 | 24 |
Alberta Investment Management Corp | 24 | 24 | 0.06% | 0.10% | 0.21% | Q1 2015 | Q4 2020 | 24 |
SIT INVESTMENT ASSOCIATES INC | 23 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2020 | 24 |
Compagnie Lombard Odier SCmA | 24 | 24 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q3 2019 | 24 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q4 2020 | 24 |
HAP Trading, LLC | 5 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2020 | 23 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2020 | 23 |
Mawer Investment Management Ltd. | 23 | 23 | 0.01% | 0.06% | 0.10% | Q2 2014 | Q4 2019 | 23 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2020 | 23 |
Foyston, Gordon, & Payne Inc | 23 | 23 | 0.07% | 0.13% | 0.22% | Q3 2013 | Q1 2019 | 23 |
D.A. DAVIDSON & CO. | 22 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 23 |
QUADRANT CAPITAL GROUP LLC | 23 | 23 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q4 2020 | 23 |
FDx Advisors, Inc. | 10 | 6 | 0.01% | 0.08% | 0.31% | Q3 2013 | Q3 2020 | 23 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12 | 11 | 0.00% | 0.17% | 0.71% | Q2 2013 | Q1 2021 | 23 |
Legal & General Group Plc | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
Kistler-Tiffany Companies, LLC | 15 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 22 |
IFP Advisors, Inc | 14 | 8 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q2 2021 | 22 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 22 | 22 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2018 | 22 |
CHICKASAW CAPITAL MANAGEMENT LLC | 22 | 22 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q3 2018 | 22 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.01% | 0.06% | Q4 2012 | Q4 2020 | 22 |
Pekin Hardy Strauss, Inc. | 20 | 20 | 0.04% | 1.70% | 2.91% | Q1 2016 | Q4 2020 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Freedom Investment Management, Inc. | 18 | 4 | 0.02% | 0.04% | 0.09% | Q1 2013 | Q2 2019 | 22 |
ASSETMARK, INC | 22 | 22 | 0.00% | 0.00% | 0.03% | Q3 2015 | Q4 2020 | 22 |
GFS Advisors, LLC | 12 | 10 | 0.01% | 0.88% | 1.67% | Q2 2013 | Q4 2018 | 22 |
PRIVATE ASSET MANAGEMENT INC | 21 | 21 | 0.13% | 0.45% | 0.77% | Q2 2013 | Q2 2018 | 21 |
Ledyard National Bank | 17 | 4 | 0.00% | 0.44% | 1.18% | Q2 2013 | Q2 2019 | 21 |
GAMCO INVESTORS, INC. ET AL | 21 | 21 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2018 | 21 |
CENTRAL TRUST Co | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 21 |
Cullen Capital Management, LLC | 21 | 21 | 0.01% | 0.08% | 0.25% | Q2 2013 | Q2 2018 | 21 |
Gradient Investments LLC | 20 | 1 | 0.00% | 0.05% | 0.13% | Q3 2013 | Q4 2020 | 21 |
Fisher Asset Management, LLC | 21 | 21 | 0.00% | 0.03% | 0.52% | Q2 2013 | Q2 2018 | 21 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2019 | 20 |
MAI Capital Management | 20 | 20 | 0.01% | 0.15% | 1.26% | Q4 2013 | Q3 2018 | 20 |
Bartlett & Co. LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 20 |
Barry Investment Advisors, LLC | 20 | 20 | 0.00% | 1.73% | 2.18% | Q4 2014 | Q3 2019 | 20 |
Raymond James Financial Services Advisors, Inc. | 17 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2020 | 20 |
VOYA INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
VALLEY NATIONAL ADVISERS INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 20 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 19 | 19 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2017 | 19 |
Geneos Wealth Management Inc. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2020 | 19 |
WESTPAC BANKING CORP | 14 | 1 | 0.06% | 0.22% | 0.45% | Q2 2013 | Q4 2019 | 19 |
Choate Investment Advisors | 15 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 19 |
First Allied Advisory Services, Inc. | 12 | 7 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2018 | 19 |
FLOSSBACH VON STORCH AG | 17 | 2 | 0.00% | 0.20% | 1.06% | Q2 2014 | Q1 2020 | 19 |
TRUST CO OF VERMONT | 16 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 19 |
TWO SIGMA ADVISERS, LP | 16 | 1 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q4 2019 | 19 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2011 | Q4 2019 | 19 |
Cornerstone Advisors, Inc. | 19 | 19 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q2 2019 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.00% | 0.95% | 2.26% | Q2 2013 | Q4 2017 | 19 |
AXIOM INVESTORS LLC /DE | 17 | 2 | 0.00% | 0.14% | 1.78% | Q3 2014 | Q2 2019 | 19 |
NISA INVESTMENT ADVISORS, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2020 | 19 |
Parkside Financial Bank & Trust | 19 | 19 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2020 | 19 |
DREMAN VALUE MANAGEMENT, L L C | 15 | 4 | 0.00% | 0.20% | 0.60% | Q2 2013 | Q1 2018 | 19 |
OPTIMUM INVESTMENT ADVISORS | 12 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2020 | 19 |
Private Advisor Group, LLC | 7 | 1 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q4 2020 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2014 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 18 |
NEXT Financial Group, Inc | 14 | 2 | 0.00% | 0.02% | 0.15% | Q2 2014 | Q4 2020 | 18 |
BLUESTEIN R H & CO LLC | 18 | 18 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Avalon Investment & Advisory | 15 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2020 | 18 |
Liberty Mutual Group Asset Management Inc. | 17 | 1 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2018 | 18 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2014 | 18 |
Pacer Advisors, Inc. | 11 | 1 | 0.00% | 0.19% | 0.85% | Q4 2013 | Q4 2020 | 18 |
RENAISSANCE GROUP LLC | 18 | 18 | 0.42% | 0.51% | 0.58% | Q2 2013 | Q3 2017 | 18 |
Gotham Asset Management, LLC | 18 | 18 | 0.02% | 0.04% | 0.12% | Q4 2013 | Q1 2018 | 18 |
Candriam S.C.A. | 18 | 18 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q2 2020 | 18 |
RMB Capital Management, LLC | 18 | 18 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2017 | 18 |
Rathbones Group PLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q2 2020 | 17 |
PEAK6 Investments LLC | 5 | 1 | 0.00% | 0.02% | 0.09% | Q3 2018 | Q3 2020 | 17 |
MCF Advisors LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2011 | Q4 2015 | 17 |
BANK HAPOALIM BM | 17 | 17 | 0.14% | 0.99% | 1.43% | Q4 2013 | Q4 2017 | 17 |
Pflug Koory, LLC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2020 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2020 | 17 |
Harbor Advisors LLC | 17 | 17 | 0.10% | 0.23% | 0.38% | Q4 2016 | Q4 2020 | 17 |
Migdal Insurance & Financial Holdings Ltd. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2020 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.24% | 0.35% | 0.53% | Q2 2013 | Q2 2017 | 17 |
Steinberg Global Asset Management | 17 | 17 | 0.10% | 0.11% | 0.14% | Q1 2015 | Q1 2019 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q4 2020 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.02% | 0.11% | 0.46% | Q2 2013 | Q2 2017 | 17 |
Lee Financial Co | 17 | 17 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2020 | 17 |
ROBERTS GLORE & CO INC /IL/ | 17 | 17 | 0.13% | 0.45% | 0.88% | Q1 2014 | Q1 2018 | 17 |
PT ASSET MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.43% | 1.24% | Q3 2015 | Q1 2017 | 17 |
MACKENZIE FINANCIAL CORP | 13 | 4 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2020 | 17 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 12 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q4 2019 | 16 |
Trexquant Investment LP | 6 | 1 | 0.02% | 0.09% | 0.32% | Q4 2014 | Q4 2020 | 16 |
Cambridge Investment Research Advisors, Inc. | 8 | 3 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2020 | 16 |
Sterling Capital Management LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2019 | 16 |
OPPENHEIMER ASSET MANAGEMENT INC. | 16 | 16 | 0.02% | 0.13% | 0.21% | Q1 2017 | Q4 2020 | 16 |
Numeric Investors LLC | 16 | 16 | 0.01% | 0.28% | 0.55% | Q2 2013 | Q1 2017 | 16 |
Baird Financial Group, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2019 | 16 |
GREENLEAF TRUST | 6 | 4 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q4 2020 | 16 |
B. Riley Wealth Advisors, Inc. | 16 | 16 | 0.03% | 0.06% | 0.10% | Q1 2014 | Q4 2017 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 16 |
COLONY GROUP LLC | 9 | 7 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2020 | 16 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.08% | 0.32% | Q4 2013 | Q4 2020 | 16 |
HARVARD MANAGEMENT CO INC | 16 | 16 | 0.09% | 0.50% | 0.95% | Q2 2013 | Q1 2017 | 16 |
SCOTIA CAPITAL INC. | 15 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2019 | 16 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.02% | 0.15% | Q1 2015 | Q4 2020 | 16 |
Crossmark Global Holdings, Inc. | 14 | 1 | 0.09% | 0.20% | 0.35% | Q3 2016 | Q4 2020 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
Winslow, Evans & Crocker, Inc. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2019 | 15 |
WFG Advisors, LP | 15 | 15 | 0.00% | 0.10% | 0.21% | Q2 2013 | Q4 2016 | 15 |
Perkins Coie Trust Co | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2019 | 15 |
Russell Investments Group, Ltd. | 15 | 15 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q2 2020 | 15 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2019 | 15 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 10 | 5 | 0.00% | 0.04% | 0.09% | Q3 2013 | Q4 2019 | 15 |
Brandywine Global Investment Management, LLC | 15 | 15 | 0.04% | 0.89% | 1.44% | Q3 2013 | Q1 2017 | 15 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.20% | 1.52% | Q3 2013 | Q1 2019 | 15 |
PacWest Financial Management Inc | 15 | 15 | 0.31% | 0.95% | 1.20% | Q2 2013 | Q4 2016 | 15 |
TODD ASSET MANAGEMENT LLC | 15 | 15 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Virtu KCG Holdings LLC | 11 | 3 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2017 | 15 |
HBK INVESTMENTS L P | 6 | 3 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2019 | 15 |
CAPITAL GUARDIAN TRUST CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Quinn Opportunity Partners LLC | 15 | 15 | 0.20% | 1.25% | 2.10% | Q3 2017 | Q1 2021 | 15 |
Winning Points Advisors, LLC | 14 | 1 | 0.42% | 0.68% | 1.07% | Q4 2016 | Q4 2021 | 15 |
Steward Partners Investment Advisory, LLC | 8 | 7 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2021 | 15 |
GROUP ONE TRADING, L.P. | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2020 | 15 |
Global Retirement Partners, LLC | 12 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2020 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.02% | 0.04% | 0.10% | Q3 2011 | Q3 2015 | 15 |
PagnatoKarp Partners LLC | 14 | 14 | 0.04% | 0.08% | 0.11% | Q4 2016 | Q1 2020 | 14 |
Apriem Advisors | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
BB&T SECURITIES, LLC | 10 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2019 | 14 |
ATLAS CAPITAL ADVISORS LLC | 13 | 1 | 0.00% | 0.12% | 0.26% | Q1 2018 | Q3 2021 | 14 |
CREDIT AGRICOLE S A | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 14 |
FULTON BANK, N.A. | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2014 | Q3 2017 | 14 |
Neuberger Berman Group LLC | 7 | 7 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2020 | 14 |
MEITAV INVESTMENT HOUSE LTD | 14 | 14 | 0.02% | 0.12% | 0.20% | Q4 2017 | Q1 2021 | 14 |
YorkBridge Wealth Partners, LLC | 14 | 14 | 0.01% | 0.05% | 0.12% | Q4 2016 | Q1 2020 | 14 |
Covington Capital Management | 14 | 14 | 0.02% | 0.09% | 0.16% | Q3 2013 | Q4 2016 | 14 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.00% | 0.04% | 0.11% | Q4 2014 | Q2 2020 | 14 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2020 | 14 |
Atria Investments, Inc | 12 | 2 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q1 2020 | 14 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.06% | 0.11% | Q1 2014 | Q4 2020 | 14 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.06% | 0.17% | Q4 2016 | Q4 2020 | 14 |
Pendal Group Ltd | 14 | 14 | 0.22% | 0.71% | 1.05% | Q2 2017 | Q3 2020 | 14 |
BREWIN DOLPHIN LTD | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 14 |
MONETARY MANAGEMENT GROUP INC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2017 | 14 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 4 | 0.04% | 0.19% | 0.51% | Q1 2017 | Q4 2020 | 14 |
People's United Financial, Inc. | 9 | 5 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q4 2017 | 14 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.08% | 0.14% | Q2 2013 | Q3 2019 | 14 |
CAPITAL ONE, NATIONAL ASSOCIATION | 10 | 2 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q4 2017 | 14 |
AQR Capital Management | 13 | 1 | 0.03% | 0.07% | 0.13% | Q4 2012 | Q2 2016 | 14 |
RHUMBLINE ADVISERS | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 14 |
FEDERATED HERMES, INC. | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q4 2020 | 14 |
Wealthspire Advisors, L.P. | 9 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 13 |
ADVISOR PARTNERS LLC | 11 | 2 | 0.03% | 0.20% | 0.32% | Q2 2013 | Q1 2019 | 13 |
Pinnacle Bancorp, Inc. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2021 | 13 |
Cedar Wealth Management, LLC | 13 | 13 | 0.00% | 0.09% | 0.16% | Q4 2017 | Q4 2020 | 13 |
Connor, Clark & Lunn Investment Management Ltd. | 10 | 1 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q4 2020 | 13 |
CONGRESS ASSET MANAGEMENT CO /MA | 13 | 13 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q2 2016 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 13 |
TRUSTCORE FINANCIAL SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
Saturna Capital CORP | 9 | 1 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 13 |
Claret Asset Management Corp | 12 | 12 | 0.04% | 0.62% | 0.94% | Q1 2018 | Q4 2020 | 13 |
Allen Capital Group, LLC | 13 | 13 | 0.11% | 0.31% | 0.52% | Q4 2017 | Q4 2020 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2017 | 13 |
NorthCoast Asset Management LLC | 5 | 3 | 0.01% | 0.33% | 0.98% | Q1 2015 | Q4 2019 | 13 |
Boston Partners | 13 | 13 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2020 | 13 |
SRS Capital Advisors, Inc. | 9 | 4 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q1 2020 | 13 |
MML INVESTORS SERVICES, LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2020 | 13 |
Unison Advisors LLC | 13 | 13 | 0.17% | 0.70% | 1.01% | Q4 2017 | Q4 2020 | 13 |
PZENA INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2020 | 13 |
GEODE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q2 2019 | 13 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.13% | 0.48% | Q3 2014 | Q4 2020 | 13 |
Private Capital Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 13 |
Investors Research Corp | 13 | 13 | 0.06% | 0.13% | 0.19% | Q4 2017 | Q4 2020 | 13 |
JOHN G ULLMAN & ASSOCIATES INC | 9 | 4 | 0.04% | 0.37% | 0.63% | Q2 2013 | Q2 2019 | 13 |
Edgbaston Investment Partners LLP | 13 | 13 | 29.49% | 42.50% | 48.33% | Q4 2017 | Q4 2020 | 13 |
CULLEN/FROST BANKERS, INC. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 13 |
Hexavest Inc. | 10 | 3 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2017 | 13 |
RONALD BLUE & CO LLC | 10 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2016 | 13 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2018 | 12 |
CAPSTONE INVESTMENT ADVISORS, LLC | 5 | 5 | 0.00% | 0.06% | 0.32% | Q1 2014 | Q1 2015 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.01% | 0.52% | 1.48% | Q1 2018 | Q4 2020 | 12 |
CORDA Investment Management, LLC. | 9 | 3 | 0.59% | 0.87% | 1.22% | Q2 2014 | Q1 2020 | 12 |
Hemenway Trust Co LLC | 12 | 12 | 0.11% | 0.14% | 0.20% | Q1 2013 | Q4 2015 | 12 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.00% | 0.07% | 0.22% | Q3 2014 | Q3 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
DEARBORN PARTNERS LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2016 | 12 |
Johnson Financial Group, Inc. | 11 | 1 | 0.00% | 0.06% | 0.17% | Q2 2014 | Q1 2019 | 12 |
Janney Capital Management LLC | 8 | 4 | 0.00% | 0.79% | 1.33% | Q4 2014 | Q3 2019 | 12 |
Sandy Spring Bank | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.03% | 0.11% | 0.22% | Q2 2013 | Q1 2016 | 12 |
COMMERCE BANK | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2020 | 12 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2016 | 12 |
Ridgewood Investments LLC | 12 | 12 | 0.20% | 0.42% | 0.70% | Q1 2018 | Q4 2020 | 12 |
BlueCrest Capital Management Ltd | 8 | 2 | 0.01% | 0.05% | 0.18% | Q2 2015 | Q3 2018 | 12 |
1832 Asset Management L.P. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2020 | 12 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.10% | 0.52% | Q2 2013 | Q2 2015 | 12 |
Hikari Power Ltd | 12 | 12 | 0.05% | 0.20% | 0.26% | Q1 2018 | Q4 2020 | 12 |
Blue Fin Capital, Inc. | 12 | 12 | 0.17% | 0.20% | 0.23% | Q4 2013 | Q3 2016 | 12 |
Allworth Financial LP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
Front Row Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 11 |
Vantage Investment Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
SUNTRUST BANKS INC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2019 | 11 |
ETRADE Capital Management LLC | 7 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 11 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2020 | 11 |
DnB Asset Management AS | 10 | 1 | 0.02% | 0.10% | 0.22% | Q4 2013 | Q3 2016 | 11 |
SUMMITRY LLC | 6 | 2 | 0.02% | 0.39% | 2.22% | Q2 2013 | Q3 2016 | 11 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.05% | 1.13% | 4.23% | Q1 2015 | Q2 2020 | 11 |
Lester Murray Antman dba SimplyRich | 7 | 4 | 0.13% | 0.26% | 0.50% | Q4 2017 | Q3 2020 | 11 |
BLAIR WILLIAM & CO/IL | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2020 | 11 |
Wealthcare Advisory Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2020 | 11 |
PREMIER ASSET MANAGEMENT LLC | 11 | 11 | 0.09% | 0.29% | 0.46% | Q4 2017 | Q2 2020 | 11 |
BENEDICT FINANCIAL ADVISORS INC | 11 | 11 | 0.16% | 0.81% | 1.32% | Q4 2014 | Q2 2017 | 11 |
OneDigital Investment Advisors LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2020 | 11 |
BROWN BROTHERS HARRIMAN & CO | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2019 | 11 |
KCS Wealth Advisory | 11 | 11 | 0.34% | 0.64% | 0.88% | Q4 2017 | Q2 2020 | 11 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2019 | 11 |
Rehmann Capital Advisory Group | 7 | 4 | 0.01% | 0.04% | 0.08% | Q4 2015 | Q3 2019 | 11 |
HOWE & RUSLING INC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 11 |
Simplicity Solutions, LLC | 7 | 4 | 0.01% | 0.04% | 0.21% | Q1 2017 | Q1 2020 | 11 |
NINE MASTS CAPITAL Ltd | 4 | 1 | 0.17% | 1.56% | 6.62% | Q4 2014 | Q1 2020 | 11 |
NatWest Group plc | 11 | 11 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q4 2015 | 11 |
Bienville Capital Management, LLC | 10 | 1 | 0.04% | 0.10% | 0.23% | Q4 2016 | Q4 2019 | 11 |
MCKINLEY CAPITAL MANAGEMENT LLC | 11 | 11 | 0.01% | 0.06% | 0.08% | Q3 2014 | Q1 2017 | 11 |
Jacobi Capital Management LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2020 | 11 |
Intersect Capital LLC | 11 | 11 | 0.12% | 0.17% | 0.22% | Q1 2018 | Q3 2020 | 11 |
SCHARF INVESTMENTS, LLC | 11 | 11 | 2.30% | 4.05% | 5.45% | Q1 2014 | Q3 2016 | 11 |
Central Asset Investments & Management Holdings (HK) Ltd | 5 | 1 | 0.22% | 1.96% | 3.54% | Q4 2012 | Q1 2018 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2020 | 10 |
KANALY TRUST CO | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2016 | 10 |
STERLING INVESTMENT MANAGEMENT, LLC | 10 | 10 | 1.06% | 1.36% | 1.59% | Q1 2014 | Q2 2016 | 10 |
Segantii Capital Management Ltd | 3 | 1 | 0.00% | 0.26% | 1.22% | Q1 2014 | Q4 2020 | 10 |
FNY Investment Advisers, LLC | 4 | 2 | 0.00% | 0.16% | 0.58% | Q2 2018 | Q4 2020 | 10 |
American Portfolios Advisors | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 10 |
NORTH AMERICAN MANAGEMENT CORP | 10 | 10 | 0.17% | 0.25% | 0.35% | Q2 2013 | Q3 2015 | 10 |
Guinness Atkinson Asset Management Inc | 10 | 10 | 0.05% | 0.10% | 0.20% | Q2 2013 | Q3 2015 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Pinnacle Wealth Planning Services, Inc. | 7 | 1 | 0.02% | 0.24% | 0.64% | Q4 2017 | Q4 2020 | 10 |
Banco de Sabadell, S.A | 8 | 2 | 0.02% | 0.14% | 0.34% | Q1 2018 | Q3 2020 | 10 |
OLD NATIONAL BANCORP /IN/ | 10 | 10 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q4 2015 | 10 |
Plante Moran Financial Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2020 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
PRENTISS SMITH & CO INC | 7 | 3 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2018 | 10 |
Bell Bank | 10 | 10 | 0.25% | 0.44% | 0.58% | Q2 2013 | Q3 2015 | 10 |
Shamrock Asset Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 10 |
Family Capital Trust Co | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
WEDBUSH SECURITIES INC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2020 | 10 |
Fiera Capital Corp | 8 | 2 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2016 | 10 |
BANK OF NOVA SCOTIA | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2020 | 10 |
HBC Financial Services, PLLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q4 2022 | 10 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 10 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2017 | 10 |
Zweig-DiMenna Associates LLC | 4 | 1 | 0.30% | 0.81% | 1.56% | Q2 2013 | Q1 2020 | 10 |
BlackRock Institutional Trust Company, N.A. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2016 | 10 |
HighPoint Advisor Group LLC | 3 | 1 | 0.03% | 0.06% | 0.08% | Q2 2016 | Q3 2019 | 9 |
Lindbrook Capital, LLC | 9 | 9 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q4 2020 | 9 |
OMERS ADMINISTRATION Corp | 4 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q2 2020 | 9 |
Summit Global Investments | 5 | 4 | 0.08% | 0.11% | 0.19% | Q1 2017 | Q1 2020 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2020 | 9 |
Henry James International Management Inc. | 9 | 9 | 0.29% | 0.44% | 0.60% | Q4 2018 | Q4 2020 | 9 |
THOMAS WHITE INTERNATIONAL LTD | 9 | 9 | 0.05% | 0.52% | 0.94% | Q3 2018 | Q3 2020 | 9 |
RAYMOND JAMES TRUST N.A. | 9 | 9 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Covenant Multifamily Offices, LLC | 8 | 1 | 0.02% | 0.21% | 0.34% | Q4 2017 | Q4 2020 | 9 |
Credit Capital Investments LLC | 4 | 1 | 0.62% | 1.66% | 3.16% | Q4 2014 | Q2 2020 | 9 |
WELLINGTON MANAGEMENT GROUP LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 9 |
FIRST INTERSTATE BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 9 |
INTEGRAL DERIVATIVES, LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2016 | 9 |
INTRUST BANK NA | 9 | 9 | 0.09% | 0.36% | 0.51% | Q4 2015 | Q4 2017 | 9 |
Berman Capital Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2020 | 9 |
Winfield Associates, Inc. | 8 | 1 | 0.00% | 0.07% | 0.57% | Q4 2013 | Q4 2017 | 9 |
BlackRock Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 9 |
CANYON CAPITAL ADVISORS LLC | 8 | 1 | 0.28% | 0.95% | 1.80% | Q1 2015 | Q1 2020 | 9 |
EDGE ASSET MANAGEMENT, INC | 9 | 9 | 0.01% | 0.11% | 0.16% | Q2 2013 | Q2 2015 | 9 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q4 2020 | 9 |
AUGUSTINE ASSET MANAGEMENT INC | 9 | 9 | 0.24% | 0.52% | 0.68% | Q3 2017 | Q3 2019 | 9 |
Partnervest Advisory Services LLC | 5 | 4 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q4 2016 | 9 |
QUENTEC ASSET MANAGEMENT LLC | 9 | 9 | 1.73% | 2.49% | 3.23% | Q4 2015 | Q4 2017 | 9 |
BBVA USA Bancshares, Inc. | 9 | 9 | 0.04% | 0.11% | 0.15% | Q4 2015 | Q4 2017 | 9 |
BlackRock Group LTD | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 9 |
Capital Innovations LLC | 7 | 2 | 0.29% | 0.71% | 1.49% | Q4 2013 | Q2 2016 | 9 |
Ranger International Management, LP | 9 | 9 | 0.02% | 0.28% | 2.06% | Q2 2015 | Q2 2017 | 9 |
Alpha Cubed Investments, LLC | 9 | 9 | 0.34% | 0.53% | 0.75% | Q4 2013 | Q4 2015 | 9 |
KLINGENSTEIN FIELDS & CO LP | 9 | 9 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q2 2015 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q2 2015 | 9 |
Quantitative Investment Management, LLC | 3 | 1 | 0.04% | 0.08% | 0.27% | Q3 2013 | Q2 2020 | 9 |
Fieldpoint Private Securities, LLC | 7 | 2 | 0.08% | 0.13% | 0.18% | Q2 2018 | Q4 2020 | 9 |
PINNACLE ASSOCIATES LTD | 7 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2020 | 9 |
Rikoon Group, LLC | 8 | 8 | 0.48% | 0.72% | 1.13% | Q3 2016 | Q2 2018 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Randolph Co Inc | 8 | 8 | 2.22% | 3.07% | 3.81% | Q1 2014 | Q4 2015 | 8 |
TimeScale Financial, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
CAMBIAR INVESTORS LLC | 8 | 8 | 1.44% | 2.90% | 4.34% | Q4 2015 | Q3 2017 | 8 |
Holistic Financial Partners | 6 | 2 | 0.14% | 0.25% | 0.33% | Q4 2017 | Q4 2019 | 8 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 8 |
Point View Wealth Management, Inc. | 8 | 8 | 0.09% | 0.25% | 0.46% | Q1 2019 | Q4 2020 | 8 |
Cutter & CO Brokerage, Inc. | 8 | 8 | 0.09% | 0.22% | 0.30% | Q4 2017 | Q3 2019 | 8 |
Sensato Investors LLC | 3 | 2 | 0.08% | 1.04% | 2.08% | Q1 2016 | Q1 2019 | 8 |
Lombard Odier & Cie (Canada), Limited Partnership | 7 | 1 | 0.16% | 0.93% | 1.75% | Q4 2013 | Q3 2016 | 8 |
LMR Partners LLP | 3 | 1 | 0.03% | 0.91% | 3.22% | Q3 2016 | Q4 2020 | 8 |
Diversified Trust Co | 8 | 8 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q3 2020 | 8 |
INDUS CAPITAL PARTNERS, LLC | 6 | 1 | 0.19% | 3.29% | 4.91% | Q4 2015 | Q1 2020 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.08% | 0.19% | Q4 2016 | Q4 2020 | 8 |
DAVENPORT & Co LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2017 | 8 |
GENESEE VALLEY TRUST CO | 8 | 8 | 0.11% | 0.21% | 0.26% | Q4 2015 | Q3 2017 | 8 |
Cypress Wealth Advisors LLC | 8 | 8 | 0.11% | 0.15% | 0.17% | Q2 2015 | Q1 2017 | 8 |
Pinnacle Summer Investments, Inc. | 8 | 8 | 0.00% | 0.30% | 0.51% | Q1 2014 | Q4 2015 | 8 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Sowell Financial Services LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q4 2020 | 8 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.05% | 0.14% | Q3 2017 | Q4 2020 | 8 |
Lenox Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2019 | 8 |
DUPONT CAPITAL MANAGEMENT CORP | 8 | 8 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2015 | 8 |
AMERICAN CENTURY COMPANIES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 8 |
VALINOR MANAGEMENT, L.P. | 8 | 8 | 1.83% | 2.83% | 3.57% | Q3 2013 | Q2 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Pine River Capital Management L.P. | 3 | 1 | 0.01% | 0.10% | 0.15% | Q2 2013 | Q4 2015 | 8 |
ALTRINSIC GLOBAL ADVISORS LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 8 |
Mosaic Family Wealth, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2017 | 8 |
Proficio Capital Partners LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q2 2019 | 8 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
CARL DOMINO INC | 7 | 7 | 0.25% | 0.30% | 0.34% | Q2 2013 | Q4 2014 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.08% | 0.17% | 0.29% | Q1 2016 | Q1 2019 | 7 |
TSFG, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
TELEMUS CAPITAL, LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2016 | Q3 2017 | 7 |
Parkwood LLC | 7 | 7 | 0.37% | 0.59% | 0.76% | Q4 2014 | Q2 2016 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Mitsubishi UFJ Asset Management Co., Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
WRAPMANAGER INC | 7 | 7 | 0.13% | 0.15% | 0.17% | Q1 2016 | Q3 2017 | 7 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.98% | 1.38% | 2.52% | Q1 2015 | Q3 2016 | 7 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 4 | 3 | 0.12% | 0.21% | 0.32% | Q1 2015 | Q4 2017 | 7 |
Zions Bancorporation | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 7 |
PIN OAK INVESTMENT ADVISORS INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
AGRAN LIBBIE | 7 | 7 | 0.09% | 0.11% | 0.15% | Q3 2015 | Q1 2017 | 7 |
ROCKY MOUNTAIN ADVISERS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2016 | 7 |
CWM, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2018 | 7 |
Paloma Partners Management Co | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2017 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 7 | 7 | 0.36% | 0.40% | 0.44% | Q4 2017 | Q2 2019 | 7 |
Camelot Portfolios, LLC | 5 | 2 | 0.10% | 0.40% | 0.55% | Q2 2014 | Q2 2019 | 7 |
ROTHSCHILD INVESTMENT LLC /IL | 5 | 2 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2016 | 7 |
Avior Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
HighTower Trust Company, N.A. | 7 | 7 | 0.09% | 0.14% | 0.24% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.11% | 0.23% | Q2 2013 | Q4 2014 | 7 |
KEYBANK NATIONAL ASSOCIATION/OH | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
DELTEC ASSET MANAGEMENT LLC | 4 | 3 | 0.24% | 0.66% | 1.46% | Q1 2017 | Q3 2020 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Quantitative Systematic Strategies LLC | 7 | 7 | 0.06% | 0.18% | 0.45% | Q3 2016 | Q1 2018 | 7 |
QS Investors, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2016 | 7 |
Airain ltd | 4 | 1 | 0.03% | 0.10% | 0.16% | Q2 2015 | Q2 2017 | 7 |
SMITH ASSET MANAGEMENT GROUP LP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2016 | 7 |
Bluefin Trading, LLC | 4 | 1 | 0.03% | 0.05% | 0.08% | Q2 2014 | Q1 2017 | 7 |
Ellis Investment Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2014 | 7 |
FinTrust Capital Advisors, LLC | 4 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2020 | 7 |
FIRST MANHATTAN CO. LLC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 7 |
PRIVATE CAPITAL MANAGEMENT INC | 7 | 7 | 0.40% | 0.47% | 0.53% | Q4 2015 | Q2 2017 | 7 |
Sonora Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2017 | 7 |
Mariner, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Lenox Wealth Management, Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 7 |
Whitnell & Co. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 7 |
Stonebridge Capital Advisors LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Paradigm Financial Advisors, LLC | 7 | 7 | 0.13% | 0.26% | 0.35% | Q4 2014 | Q2 2016 | 7 |
Lehman Financial Resources, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q3 2015 | 7 |
BLACKROCK ADVISORS LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2016 | 7 |
Clark Capital Management Group, Inc. | 5 | 2 | 0.10% | 0.21% | 0.43% | Q1 2015 | Q3 2020 | 7 |
CLOUGH CAPITAL PARTNERS L P | 5 | 1 | 0.01% | 0.13% | 0.24% | Q1 2014 | Q2 2019 | 7 |
PANAGORA ASSET MANAGEMENT INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 2 | 0.01% | 0.20% | 0.50% | Q3 2015 | Q1 2019 | 7 |
Penserra Capital Management LLC | 7 | 7 | 0.02% | 0.17% | 0.29% | Q1 2019 | Q3 2020 | 7 |
ALLIANCEBERNSTEIN L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 7 |
Perigon Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Convergence Investment Partners, LLC | 3 | 1 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q1 2018 | 7 |
ClariVest Asset Management LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2015 | 7 |
Integrated Investment Consultants, LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2016 | Q3 2017 | 7 |
Braun-Bostich & Associates Inc. | 7 | 7 | 0.04% | 0.09% | 0.23% | Q4 2017 | Q2 2019 | 7 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q1 2019 | 6 |
DODGE & COX | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
A.R.T. Advisors, LLC | 3 | 1 | 0.05% | 0.12% | 0.19% | Q2 2013 | Q2 2015 | 6 |
BANCORPSOUTH INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q3 2015 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q3 2016 | 6 |
Crosspoint Capital Strategies, LLC | 4 | 1 | 0.00% | 0.54% | 2.55% | Q1 2014 | Q1 2019 | 6 |
BADGLEY PHELPS & BELL INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
ALPS ADVISORS INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
BOSTON ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q1 2015 | 6 |
Armbruster Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2017 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.03% | 0.11% | Q4 2017 | Q1 2019 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q2 2019 | 6 |
Rodgers Brothers Inc. | 6 | 6 | 0.07% | 0.08% | 0.10% | Q3 2017 | Q4 2018 | 6 |
DEERE & CO | 5 | 1 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q4 2014 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 5 | 1 | 0.01% | 0.03% | 0.04% | Q2 2010 | Q1 2020 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Parsec Financial Management, Inc. | 6 | 6 | 0.02% | 0.32% | 0.59% | Q4 2018 | Q1 2020 | 6 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q4 2020 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 6 |
Archford Capital Strategies, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Savior LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Icon Wealth Partners, LLC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q4 2017 | Q1 2019 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
AdvisorNet Financial, Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 6 |
Tradewinds Global Investors, LLC | 5 | 1 | 0.02% | 0.26% | 0.66% | Q1 2014 | Q2 2016 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
THOMPSON SIEGEL & WALMSLEY LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2020 | 6 |
Progressive Investment Management Corp | 3 | 3 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q1 2015 | 6 |
Northwest Bancshares, Inc. | 6 | 6 | 0.58% | 0.73% | 1.09% | Q4 2017 | Q1 2019 | 6 |
MANCHESTER FINANCIAL INC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 6 |
Balentine LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 6 |
Moloney Securities Asset Management, LLC | 6 | 6 | 0.07% | 0.09% | 0.10% | Q1 2018 | Q2 2019 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Glovista Investments LLC | 1 | 1 | 0.10% | 1.26% | 2.19% | Q4 2013 | Q4 2019 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2019 | 6 |
One Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.18% | 0.27% | Q3 2018 | Q3 2020 | 6 |
Cavalry Management Group, LLC | 6 | 6 | 1.06% | 3.14% | 4.29% | Q4 2015 | Q1 2017 | 6 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Salient Capital Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2014 | 5 |
Congress Park Capital LLC | 2 | 1 | 0.20% | 0.80% | 1.55% | Q2 2018 | Q1 2020 | 5 |
DUNCKER STREETT & CO INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
Strategic Wealth Partners, Ltd. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
SECURITY NATIONAL TRUST CO | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Passport Capital, LLC | 4 | 1 | 0.04% | 0.09% | 0.17% | Q1 2015 | Q3 2016 | 5 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2020 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
1st Global Advisors, Inc. | 5 | 5 | 0.06% | 0.16% | 0.21% | Q2 2013 | Q2 2014 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.01% | 0.31% | 1.28% | Q3 2018 | Q4 2020 | 5 |
INGALLS & SNYDER LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q2 2017 | 5 |
PEG CAPITAL MANAGEMENT INC /NH/ | 5 | 5 | 2.65% | 3.65% | 4.38% | Q1 2014 | Q1 2015 | 5 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2020 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.11% | 0.20% | Q4 2019 | Q4 2020 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
BHF Kleinwort Benson Group S.A. | 3 | 2 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q2 2015 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
FIRST NIAGARA BANK | 5 | 5 | 0.06% | 0.07% | 0.07% | Q2 2015 | Q2 2016 | 5 |
MARK ASSET MANAGEMENT LP | 5 | 5 | 0.05% | 0.08% | 0.16% | Q1 2019 | Q1 2020 | 5 |
Daiwa Securities Group Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Granite Investment Advisors, LLC | 5 | 5 | 1.06% | 1.18% | 1.32% | Q2 2015 | Q2 2016 | 5 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 2 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2020 | 5 |
Bellecapital International Ltd. | 3 | 1 | 0.13% | 0.21% | 0.26% | Q3 2016 | Q1 2019 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 5 |
OppenheimerFunds, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
MAPLELANE CAPITAL, LLC | 4 | 4 | 0.26% | 0.38% | 0.66% | Q3 2014 | Q2 2015 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2020 | 5 |
BRINKER CAPITAL INC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2020 | 5 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.02% | 0.18% | 0.55% | Q2 2018 | Q2 2019 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q2 2019 | 5 |
Westover Capital Advisors, LLC | 5 | 5 | 0.85% | 1.14% | 1.40% | Q1 2018 | Q1 2019 | 5 |
MIDAS MANAGEMENT CORP | 3 | 2 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q4 2014 | 5 |
AMP Capital Investors Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 5 |
Analyst IMS Investment Management Services Ltd. | 3 | 1 | 0.07% | 0.12% | 0.24% | Q1 2018 | Q4 2019 | 5 |
MILES CAPITAL, INC. | 4 | 1 | 0.13% | 0.14% | 0.15% | Q3 2016 | Q1 2018 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
DRW Securities, LLC | 5 | 5 | 0.03% | 0.07% | 0.11% | Q4 2018 | Q4 2019 | 5 |
Elite Wealth Management, Inc. | 5 | 5 | 0.00% | 0.09% | 0.29% | Q1 2013 | Q1 2014 | 5 |
TOMPKINS FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Covenant Partners, LLC | 4 | 1 | 0.14% | 0.37% | 0.52% | Q4 2018 | Q1 2020 | 5 |
Strategic Advisors LLC | 5 | 5 | 0.13% | 0.15% | 0.18% | Q2 2018 | Q2 2019 | 5 |
PRICE T ROWE ASSOCIATES INC /MD/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q3 2020 | 5 |
Benchmark Capital Advisors | 5 | 5 | 0.65% | 0.92% | 1.11% | Q2 2013 | Q2 2014 | 5 |
AllSquare Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.07% | 0.10% | Q1 2020 | Q1 2021 | 5 |
Granahan Investment Management | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2017 | 5 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2017 | 5 |
Norinchukin Bank, The | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Highlander Capital Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.21% | 0.50% | 1.02% | Q4 2016 | Q3 2020 | 5 |
Knights of Columbus Asset Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 4 |
HM PAYSON & CO | 3 | 1 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2020 | 4 |
Clear Harbor Asset Management, LLC | 4 | 4 | 0.05% | 0.06% | 0.09% | Q4 2019 | Q3 2020 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
FineMark National Bank & Trust | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 4 |
Smart Portfolios, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
FIRST HORIZON CORP | 3 | 1 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q1 2021 | 4 |
Crestline Management, LP | 4 | 4 | 0.15% | 0.34% | 0.42% | Q4 2017 | Q3 2018 | 4 |
Platte River Capital LLC | 2 | 1 | 0.44% | 0.71% | 1.01% | Q4 2013 | Q1 2015 | 4 |
Global X Management CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 4 |
F&C Asset Management plc | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q1 2014 | 4 |
CHILTON INVESTMENT CO INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Nationwide Fund Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Athos Capital Ltd | 3 | 1 | 1.46% | 1.80% | 2.19% | Q2 2017 | Q2 2020 | 4 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.08% | 0.11% | Q1 2015 | Q1 2019 | 4 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2020 | 4 |
IPG Investment Advisors LLC | 4 | 4 | 0.17% | 0.21% | 0.25% | Q2 2014 | Q1 2015 | 4 |
Crescent Grove Advisors, LLC | 4 | 4 | 0.12% | 0.15% | 0.18% | Q2 2017 | Q1 2018 | 4 |
OLD SECOND NATIONAL BANK OF AURORA | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2019 | 4 |
Santa Fe Partners LLC | 3 | 1 | 0.04% | 0.23% | 0.50% | Q3 2013 | Q1 2015 | 4 |
ADVISORY RESEARCH INC | 4 | 4 | 0.05% | 0.10% | 0.12% | Q1 2017 | Q4 2017 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
BOKF, NA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
USA FINANCIAL FORMULAS | 3 | 1 | 0.00% | 0.04% | 0.14% | Q2 2015 | Q4 2020 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 4 |
HALL CAPITAL MANAGEMENT CO INC | 4 | 4 | 0.30% | 0.47% | 0.59% | Q4 2014 | Q3 2015 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
ING GROEP NV | 4 | 4 | 0.01% | 0.08% | 0.19% | Q1 2013 | Q4 2013 | 4 |
Sound Income Strategies, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 4 |
RATIONAL ADVISORS LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2010 | Q3 2011 | 4 |
Point72 Asset Management, L.P. | 1 | 1 | 0.01% | 0.04% | 0.07% | Q1 2015 | Q3 2020 | 4 |
CITY HOLDING CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
1919 Investment Counsel, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
HARBOR INVESTMENT ADVISORY, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Semmax Financial Advisors Inc. | 4 | 4 | 0.00% | 0.04% | 0.17% | Q1 2019 | Q4 2019 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.13% | 0.15% | 0.19% | Q2 2016 | Q1 2017 | 4 |
Lubar & Co., Inc | 4 | 4 | 0.10% | 0.25% | 0.36% | Q2 2013 | Q1 2014 | 4 |
CITY NATIONAL BANK | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2014 | 4 |
GUARDIAN CAPITAL ADVISORS LP | 4 | 4 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q1 2014 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
OSAIC HOLDINGS, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
AlphaMark Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q4 2020 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.02% | 0.16% | 0.49% | Q4 2019 | Q4 2020 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q2 2016 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2014 | 4 |
WealthTrust Fairport, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2019 | 4 |
BFSG, LLC | 4 | 4 | 0.56% | 0.68% | 0.77% | Q1 2017 | Q4 2017 | 4 |
Samalin Investment Counsel, LLC | 4 | 4 | 0.18% | 0.23% | 0.31% | Q4 2019 | Q3 2020 | 4 |
Man Group plc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Hillsdale Investment Management Inc. | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q4 2020 | 4 |
Lombard Odier Transatlantic Ltd | 3 | 1 | 0.22% | 1.53% | 2.13% | Q4 2014 | Q3 2016 | 4 |
U S GLOBAL INVESTORS INC | 4 | 4 | 0.06% | 0.16% | 0.28% | Q3 2014 | Q2 2015 | 4 |
Financial Architects, Inc | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2020 | 4 |
FMA ADVISORY INC | 3 | 1 | 0.06% | 0.30% | 0.51% | Q2 2015 | Q3 2020 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
FORTEM FINANCIAL GROUP, LLC | 3 | 1 | 0.01% | 0.22% | 0.33% | Q4 2018 | Q4 2020 | 4 |
REGIONS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2020 | 4 |
CONNABLE OFFICE INC | 3 | 1 | 0.05% | 0.10% | 0.14% | Q2 2013 | Q3 2014 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 4 |
MARSHALL WACE ASIA Ltd | 3 | 1 | 0.04% | 0.07% | 0.10% | Q1 2017 | Q4 2020 | 4 |
TCTC Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Evolution Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 4 |
GLG Partners LP | 4 | 4 | 0.04% | 0.29% | 0.59% | Q1 2016 | Q4 2016 | 4 |
Ashmore Group plc | 2 | 1 | 0.24% | 0.54% | 1.35% | Q1 2014 | Q1 2016 | 4 |
ARGI Investment Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
GQG Partners LLC | 2 | 1 | 0.02% | 0.09% | 0.18% | Q4 2016 | Q4 2018 | 4 |
Arnhold LLC | 3 | 1 | 0.05% | 0.58% | 0.80% | Q2 2018 | Q2 2020 | 4 |
HENNESSY ADVISORS INC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q1 2017 | Q4 2017 | 4 |
del Rey Global Investors, LLC | 3 | 3 | 1.72% | 2.45% | 3.80% | Q2 2013 | Q4 2013 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 3 |
FIRST FINANCIAL CORP /IN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2020 | 3 |
Newman Dignan & Sheerar, Inc. | 3 | 3 | 0.02% | 0.15% | 0.39% | Q2 2013 | Q4 2013 | 3 |
Regal Investment Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2014 | 3 |
Israel Discount Bank of New York | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2017 | Q3 2017 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Well Done, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q4 2018 | 3 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 3 |
SANDERS MORRIS HARRIS LLC | 2 | 1 | 0.24% | 0.34% | 0.44% | Q1 2016 | Q4 2020 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q4 2017 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2020 | 3 |
GATEWAY INVESTMENT ADVISERS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Bay Harbor Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2020 | 3 |
PARK CIRCLE Co | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q3 2018 | Q1 2019 | 3 |
Sumitomo Mitsui Trust Holdings, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.07% | 0.09% | Q3 2014 | Q1 2017 | 3 |
First Command Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Virtus ETF Advisers LLC | 3 | 3 | 0.47% | 0.53% | 0.61% | Q2 2019 | Q4 2019 | 3 |
SVB WEALTH LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 3 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 3 | 3 | 0.29% | 0.39% | 0.46% | Q4 2014 | Q2 2015 | 3 |
YHB Investment Advisors, Inc. | 3 | 3 | 0.29% | 0.34% | 0.37% | Q2 2013 | Q4 2013 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.11% | 0.15% | 0.21% | Q1 2019 | Q3 2019 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.06% | 0.09% | 0.11% | Q3 2019 | Q2 2020 | 3 |
Prince Street Capital Management LLC | 2 | 1 | 0.89% | 1.41% | 1.67% | Q2 2013 | Q2 2015 | 3 |
Berkeley Capital Partners, LLC | 1 | 1 | 0.12% | 0.19% | 0.26% | Q4 2017 | Q4 2019 | 3 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Brookfield Asset Management | 3 | 3 | 0.02% | 0.05% | 0.07% | Q1 2014 | Q3 2014 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Avitas Wealth Management LLC | 3 | 3 | 0.68% | 0.77% | 0.84% | Q4 2018 | Q2 2019 | 3 |
Aspire Private Capital, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q4 2019 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q4 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
SUSQUEHANNA TRUST & INVESTMENT CO | 3 | 3 | 1.14% | 1.31% | 1.42% | Q2 2013 | Q4 2013 | 3 |
Kendall Capital Management | 3 | 3 | 0.35% | 0.39% | 0.42% | Q4 2018 | Q2 2019 | 3 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q3 2020 | 3 |
Mirador Capital Partners LP | 2 | 1 | 0.08% | 0.09% | 0.11% | Q1 2020 | Q4 2020 | 3 |
PITCAIRN CO | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q1 2020 | 3 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 3 |
CIBC BANK USA | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q3 2016 | 3 |
WEATHERLY ASSET MANAGEMENT L. P. | 3 | 3 | 0.13% | 0.13% | 0.14% | Q4 2015 | Q2 2016 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
MYCIO WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 3 |
Formidable Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
First Eagle Investment Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
PRIO WEALTH LIMITED PARTNERSHIP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Invictus RG Pte. Ltd. | 3 | 3 | 0.01% | 0.12% | 0.21% | Q4 2014 | Q2 2015 | 3 |
ADVANCE CAPITAL I INC | 2 | 1 | 0.60% | 0.81% | 1.02% | Q2 2014 | Q1 2015 | 3 |
Ativo Capital Management LLC | 3 | 3 | 0.35% | 0.37% | 0.38% | Q4 2017 | Q2 2018 | 3 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2019 | 3 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q4 2019 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q4 2020 | 3 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.03% | 0.09% | 0.15% | Q3 2013 | Q4 2014 | 3 |
SCHOLTZ & COMPANY, LLC | 3 | 3 | 0.28% | 0.31% | 0.33% | Q1 2014 | Q3 2014 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
CNB Bank | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 3 |
SOUTH GEORGIA CAPITAL, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2015 | 3 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 3 | 3 | 1.18% | 1.33% | 1.45% | Q2 2013 | Q4 2013 | 3 |
D L CARLSON INVESTMENT GROUP INC | 3 | 3 | 0.58% | 0.63% | 0.66% | Q4 2014 | Q2 2015 | 3 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.24% | 0.29% | 0.32% | Q2 2013 | Q4 2013 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.02% | 0.11% | 0.16% | Q2 2013 | Q4 2013 | 3 |
Hexagon Capital Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Waterfront Wealth Inc. | 3 | 3 | 0.12% | 0.14% | 0.17% | Q4 2020 | Q2 2021 | 3 |
Prospera Financial Services Inc | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q3 2018 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 3 |
LIBRA ADVISORS LLC | 3 | 3 | 9.90% | 11.05% | 11.99% | Q3 2013 | Q1 2014 | 3 |
PDT Partners, LLC | 1 | 1 | 0.11% | 0.22% | 0.41% | Q1 2014 | Q2 2015 | 3 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2017 | 3 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Vigilant Capital Management, LLC | 2 | 1 | 0.01% | 0.48% | 1.44% | Q2 2013 | Q1 2019 | 3 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 3 | 3 | 0.09% | 0.11% | 0.12% | Q4 2014 | Q2 2015 | 3 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q4 2013 | 3 |
HUSSMAN STRATEGIC ADVISORS, INC. | 2 | 1 | 0.28% | 0.33% | 0.37% | Q2 2013 | Q2 2014 | 3 |
Cerity Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
CYPRESS ASSET MANAGEMENT INC/TX | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2013 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.77% | 2.39% | 3.01% | Q4 2014 | Q1 2015 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SPX Gestao de Recursos Ltda | 2 | 2 | 0.72% | 0.72% | 0.73% | Q3 2020 | Q4 2020 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
SG3 Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2019 | Q2 2019 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.20% | 0.30% | 0.39% | Q2 2013 | Q3 2015 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.05% | 0.09% | Q3 2018 | Q3 2018 | 2 |
Fore Capital, LLC | 1 | 1 | 0.70% | 1.03% | 1.37% | Q4 2017 | Q4 2020 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 2 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.20% | 0.28% | 0.36% | Q4 2018 | Q4 2019 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.13% | 0.24% | Q2 2019 | Q2 2020 | 2 |
Zions Trust, National Association | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
COHEN & STEERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Victoria 1522 Investments, LP | 2 | 2 | 1.64% | 3.31% | 4.99% | Q2 2013 | Q3 2013 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
NATIXIS | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2019 | Q1 2020 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Dominick & Dominick LLC | 2 | 2 | 0.40% | 0.43% | 0.46% | Q2 2013 | Q3 2013 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Epoch Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 2 |
Community Bank, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 2 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.64% | 0.69% | 0.73% | Q2 2013 | Q4 2013 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q4 2020 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.95% | 1.02% | 1.10% | Q4 2018 | Q1 2019 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.12% | 0.17% | 0.22% | Q4 2018 | Q4 2019 | 2 |
CKW FINANCIAL GROUP | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2016 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q4 2013 | Q1 2014 | 2 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 2 |
Junto Capital Management LP | 2 | 2 | 3.36% | 3.54% | 3.71% | Q1 2015 | Q2 2015 | 2 |
Sky Investment Counsel Inc | 2 | 2 | 6.90% | 7.50% | 8.11% | Q2 2013 | Q3 2013 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2016 | Q1 2017 | 2 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 2 |
MARTIN CURRIE LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
American Trust Investment Advisors, LLC | 2 | 2 | 0.30% | 0.30% | 0.31% | Q4 2014 | Q1 2015 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.31% | 0.34% | 0.36% | Q4 2018 | Q1 2019 | 2 |
ARGENTIERE CAPITAL AG | 2 | 2 | 0.70% | 0.82% | 0.94% | Q3 2017 | Q4 2017 | 2 |
Assenagon Asset Management S.A. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Scotia Institutional Investments US, LP | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2013 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Main Street Research LLC | 2 | 2 | 0.10% | 0.28% | 0.45% | Q1 2015 | Q2 2015 | 2 |
Hamilton Wealth, LLC | 2 | 2 | 1.17% | 1.56% | 1.95% | Q4 2018 | Q1 2019 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2019 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Willow Street Advisors LLC | 2 | 2 | 0.33% | 0.95% | 1.56% | Q3 2013 | Q4 2013 | 2 |
Kerrisdale Advisers, LLC | 2 | 2 | 1.10% | 1.22% | 1.33% | Q2 2013 | Q3 2013 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Westwood Global Investments, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.19% | 0.22% | 0.24% | Q4 2019 | Q1 2020 | 2 |
TRUST CO OF VIRGINIA /VA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
McCarthy Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
ZEVIN ASSET MANAGEMENT LLC | 2 | 2 | 3.06% | 3.11% | 3.16% | Q2 2013 | Q3 2013 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
SEI TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
GUARDIAN CAPITAL LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
AMG National Trust Bank | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2019 | Q3 2019 | 2 |
Essex Savings Bank | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Heritage Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Sigma Planning Corp | 2 | 2 | 0.23% | 0.24% | 0.25% | Q1 2015 | Q2 2015 | 2 |
Liberty Street Advisors, Inc. | 2 | 2 | 4.17% | 5.47% | 6.76% | Q3 2013 | Q4 2013 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q3 2016 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Glacier Peak Capital LLC | 1 | 1 | 0.54% | 0.56% | 0.57% | Q4 2013 | Q4 2016 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 2 |
Maven Securities LTD | 2 | 2 | 0.08% | 0.17% | 0.26% | Q3 2019 | Q4 2019 | 2 |
Snowden Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FIRST MERCANTILE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q2 2015 | 2 |
CHIRON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.77% | 0.78% | 0.80% | Q3 2020 | Q4 2020 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 0.32% | 0.41% | 0.50% | Q2 2015 | Q3 2015 | 2 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2014 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q3 2020 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
ASSET MANAGEMENT CORP /IL/ /ADV | 2 | 2 | 0.16% | 0.19% | 0.22% | Q3 2020 | Q4 2020 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.07% | 0.23% | 0.38% | Q3 2017 | Q3 2020 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Firestone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Contrarius Investment Management Ltd | 2 | 2 | 0.15% | 0.58% | 1.00% | Q2 2014 | Q3 2014 | 2 |
ROMAN BUTLER FULLERTON & CO | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2018 | Q1 2019 | 2 |
Roundview Capital LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q3 2017 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Rafferty Asset Management, LLC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q2 2013 | Q3 2013 | 2 |
Mizuho Securities Co. Ltd. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 2.01% | 2.01% | 2.01% | Q4 2020 | Q4 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 2.63% | 2.63% | 2.63% | Q4 2015 | Q4 2015 | 1 |
Act Two Investors LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2020 | Q4 2020 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Walleye Capital LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2018 | Q3 2018 | 1 |
Select Asset Management & Trust | 1 | 1 | 1.38% | 1.38% | 1.38% | Q3 2014 | Q3 2014 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2019 | Q1 2019 | 1 |
XR Securities LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ArchPoint Investors | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Kissinger Financial Services LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2017 | Q1 2017 | 1 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2014 | Q3 2014 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hamlin Capital Management, LLC | 1 | 1 | 2.70% | 2.70% | 2.70% | Q1 2020 | Q1 2020 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CPWM, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
OAKTREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
COZAD ASSET MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TT INTERNATIONAL | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2015 | Q2 2015 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2017 | Q1 2017 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Palestra Capital Management LLC | 1 | 1 | 3.04% | 3.04% | 3.04% | Q4 2014 | Q4 2014 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2014 | Q1 2014 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q2 2015 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Orinda Asset Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
MOON CAPITAL MANAGEMENT LP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2017 | Q3 2017 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2016 | Q2 2016 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Galvin, Gaustad & Stein, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
FrontFour Capital Group LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2014 | Q4 2014 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
LGT CAPITAL PARTNERS LTD. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2014 | Q2 2014 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2015 | Q1 2015 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2020 | Q4 2020 | 1 |
NKCFO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MANA Advisors LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2019 | Q2 2019 | 1 |
Corsair Capital Management | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2019 | Q1 2019 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Douglass Winthrop Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2014 | Q3 2014 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Fosun International Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Invenomic Capital Management LP | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2020 | Q4 2020 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
DEPRINCE RACE & ZOLLO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
Jump Financial, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HoyleCohen, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Atwater Malick LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q1 2015 | Q1 2015 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
HERMES INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2015 | Q2 2015 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Hikari Tsushin, Inc. | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2020 | Q4 2020 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Lombard Odier & Cie (Bahamas) Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Caprock Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
MAZAMA CAPITAL MANAGEMENT INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2013 | Q4 2013 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Rossmore Private Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Freedom Day Solutions, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2019 | Q1 2019 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2020 | Q4 2020 | 1 |
ASTURIAS CAPITAL LLC | 1 | 1 | 5.19% | 5.19% | 5.19% | Q4 2015 | Q4 2015 | 1 |
Bray Capital Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Li Winifred I | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2020 | Q1 2020 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
FORA Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
WADE G W & INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2016 | Q2 2016 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Cannell & Co. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 2.05% | 2.05% | 2.05% | Q4 2020 | Q4 2020 | 1 |
Asio Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Cowen Prime Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
ACADIA TRUST NA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Columbia Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Americana Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BAILARD, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
ATHERTON LANE ADVISERS, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2013 | Q2 2013 | 1 |
Deimos Asset Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2015 | Q4 2015 | 1 |
McAdams Wright Ragen, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
UNITED MARITIME CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Veritable, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
KBC Group NV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
FLC Capital Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 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% | Q4 2016 | Q4 2016 | 1 |
Solitude Financial Services | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2020 | Q4 2020 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Wealth Alliance | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Leap Investments LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Lorber David A | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2014 | Q4 2014 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TT International Asset Management LTD | 1 | 1 | 4.86% | 4.86% | 4.86% | Q1 2020 | Q1 2020 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
External links
This page lists all the filers that currently own CHINA MOBILE LIMITED or have owned CHINA MOBILE LIMITED in the past.