Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40 | 40 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 117 |
BARCLAYS PLC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 110 |
GOLDMAN SACHS GROUP INC | 40 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q1 2023 | 99 |
Walleye Trading LLC | 20 | 19 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q1 2023 | 92 |
Citadel Advisors | 29 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2023 | 88 |
CITIGROUP INC | 40 | 40 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q1 2023 | 86 |
WOLVERINE TRADING, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 83 |
Cutler Group LLC / CA | 16 | 13 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q1 2023 | 81 |
Parallax Volatility Advisers, L.P. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 73 |
JANE STREET GROUP, LLC | 35 | 1 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q1 2023 | 63 |
UBS Group AG | 34 | 34 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2023 | 63 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2018 | 55 |
ROYAL BANK OF CANADA | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 47 |
D. E. Shaw & Co., Inc. | 13 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 45 |
CONTINENTAL ADVISORS LLC | 27 | 27 | 0.01% | 1.15% | 2.61% | Q3 2016 | Q1 2023 | 44 |
First Horizon Advisors, Inc. | 42 | 2 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q1 2023 | 44 |
Spot Trading L.L.C | 11 | 4 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2017 | 42 |
WELLS FARGO & COMPANY/MN | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 42 |
PEAK6 Investments LLC | 10 | 1 | 0.00% | 0.06% | 0.30% | Q3 2018 | Q1 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 41 |
BANK OF AMERICA CORP /DE/ | 40 | 40 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 40 | 40 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 40 |
AMERIPRISE FINANCIAL INC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
NORTHERN TRUST CORP | 40 | 40 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 40 |
Laird Norton Wetherby Wealth Management, LLC | 40 | 40 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q1 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 38 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 40 |
JPMORGAN CHASE & CO | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 40 |
DIMENSIONAL FUND ADVISORS LP | 40 | 40 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2023 | 40 |
COMERICA BANK | 39 | 39 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 39 |
Bank of New York Mellon Corp | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 39 |
HUNTINGTON NATIONAL BANK | 16 | 3 | 0.00% | 0.00% | 0.02% | Q1 2009 | Q4 2022 | 39 |
NATIXIS ADVISORS, L.P. | 39 | 39 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q4 2022 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 13 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q1 2023 | 39 |
MASTERS CAPITAL MANAGEMENT LLC | 20 | 4 | 0.35% | 0.94% | 2.14% | Q3 2014 | Q4 2020 | 38 |
EARNEST PARTNERS LLC | 38 | 38 | 0.00% | 0.67% | 1.29% | Q4 2013 | Q1 2023 | 38 |
AUXIER ASSET MANAGEMENT | 38 | 38 | 0.00% | 0.59% | 1.31% | Q4 2013 | Q1 2023 | 38 |
SG Americas Securities, LLC | 35 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2022 | 37 |
HAP Trading, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q1 2023 | 36 |
Creative Planning | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 36 |
Twin Tree Management, LP | 8 | 1 | 0.00% | 0.02% | 0.12% | Q4 2012 | Q4 2021 | 36 |
Tower Research Capital LLC (TRC) | 14 | 2 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q1 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 36 |
LPL Financial LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2023 | 36 |
GEODE CAPITAL MANAGEMENT, LLC | 26 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 36 |
BNP PARIBAS FINANCIAL MARKETS | 17 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 36 |
GLENMEDE TRUST CO NA | 32 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 34 |
FIFTH THIRD BANCORP | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 34 |
SIGNATUREFD, LLC | 21 | 11 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2023 | 33 |
Morningstar Investment Services LLC | 33 | 33 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q4 2022 | 33 |
SEI INVESTMENTS CO | 33 | 33 | 0.00% | 0.08% | 0.19% | Q4 2014 | Q4 2022 | 33 |
GUGGENHEIM CAPITAL LLC | 29 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 33 |
GROUP ONE TRADING, L.P. | 19 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q1 2023 | 32 |
MILLENNIUM MANAGEMENT LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 32 |
QUADRANT CAPITAL GROUP LLC | 32 | 32 | 0.00% | 0.04% | 0.12% | Q2 2015 | Q1 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 26 | 3 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q1 2023 | 32 |
NOMURA HOLDINGS INC | 11 | 1 | 0.00% | 0.01% | 0.12% | Q4 2012 | Q1 2023 | 32 |
DODGE & COX | 32 | 32 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2021 | 32 |
BRANDES INVESTMENT PARTNERS, LP | 32 | 32 | 0.01% | 0.86% | 1.57% | Q1 2015 | Q4 2022 | 32 |
FEDERATED HERMES, INC. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 32 |
Focused Wealth Management, Inc | 32 | 32 | 0.00% | 0.11% | 0.45% | Q2 2015 | Q1 2023 | 32 |
Greenwich Wealth Management LLC | 28 | 3 | 0.09% | 1.60% | 2.93% | Q2 2013 | Q1 2023 | 31 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 31 | 31 | 0.03% | 0.09% | 0.14% | Q2 2015 | Q4 2022 | 31 |
Aperio Group, LLC | 31 | 31 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q4 2020 | 31 |
DEUTSCHE BANK AG\ | 22 | 5 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2021 | 31 |
JFS WEALTH ADVISORS, LLC | 30 | 30 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q4 2022 | 30 |
STIFEL FINANCIAL CORP | 24 | 6 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 30 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2023 | 29 |
MACQUARIE GROUP LTD | 29 | 29 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2021 | 29 |
HSBC HOLDINGS PLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2020 | 29 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 29 |
Cornerstone Advisors, Inc. | 16 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 29 |
CIBC WORLD MARKET INC. | 28 | 28 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q1 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q1 2020 | 28 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Cubist Systematic Strategies, LLC | 8 | 1 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q4 2022 | 27 |
Anchor Investment Management, LLC | 19 | 8 | 0.00% | 0.05% | 0.13% | Q1 2016 | Q1 2023 | 27 |
EATON VANCE MANAGEMENT | 16 | 11 | 0.00% | 0.04% | 0.14% | Q1 2015 | Q4 2021 | 27 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 1 | 0.00% | 0.04% | 0.27% | Q2 2013 | Q2 2022 | 27 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
CWM, LLC | 20 | 6 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q1 2023 | 26 |
Invesco Ltd. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Parallel Advisors, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 26 |
FMR LLC | 19 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 26 |
TWO SIGMA ADVISERS, LP | 19 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q1 2023 | 26 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.02% | 0.26% | Q3 2016 | Q1 2023 | 25 |
Renaissance Technologies | 19 | 1 | 0.00% | 0.06% | 0.12% | Q3 2013 | Q1 2023 | 25 |
OPPENHEIMER & CO INC | 25 | 25 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q1 2023 | 25 |
Crossmark Global Holdings, Inc. | 23 | 1 | 0.00% | 0.05% | 0.10% | Q3 2016 | Q1 2023 | 24 |
CACTI ASSET MANAGEMENT LLC | 13 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2023 | 24 |
STATE STREET CORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2022 | 24 |
OPPENHEIMER ASSET MANAGEMENT INC. | 24 | 24 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q4 2022 | 24 |
Kistler-Tiffany Companies, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 24 |
Hansberger Growth Investors, LP | 24 | 24 | 1.12% | 3.16% | 5.60% | Q4 2014 | Q3 2020 | 24 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9 | 3 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q4 2021 | 24 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.01% | 0.11% | Q4 2014 | Q2 2022 | 24 |
RBF Capital, LLC | 9 | 2 | 0.00% | 0.19% | 0.48% | Q2 2013 | Q1 2023 | 23 |
ARGA Investment Management, LP | 22 | 1 | 0.06% | 0.49% | 1.23% | Q3 2012 | Q3 2018 | 23 |
ClearBridge Investments | 23 | 23 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 23 |
Springhouse Capital Management, LP | 18 | 5 | 0.13% | 4.86% | 10.24% | Q1 2016 | Q1 2023 | 23 |
WHITTIER TRUST CO | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 23 |
OLD MISSION CAPITAL LLC | 11 | 1 | 0.03% | 0.27% | 0.87% | Q1 2015 | Q3 2022 | 23 |
D.A. DAVIDSON & CO. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 23 |
Private Advisor Group, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2022 | 22 |
Susquehanna International Securities, Ltd. | 9 | 1 | 0.12% | 0.84% | 3.54% | Q4 2018 | Q3 2022 | 22 |
B. Riley Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.03% | 0.07% | Q2 2014 | Q1 2023 | 22 |
BlackRock Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 18 | 4 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2023 | 22 |
Investors Research Corp | 22 | 22 | 0.00% | 0.06% | 0.13% | Q4 2017 | Q1 2023 | 22 |
Global Retirement Partners, LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 22 |
Fisher Asset Management, LLC | 22 | 22 | 0.00% | 0.14% | 0.54% | Q3 2014 | Q4 2019 | 22 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2021 | 22 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2019 | 21 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.10% | Q2 2014 | Q1 2023 | 21 |
Glassman Wealth Services | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2023 | 21 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Rehmann Capital Advisory Group | 10 | 3 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q2 2022 | 20 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2018 | 19 |
Laurion Capital Management LP | 9 | 9 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q4 2018 | 19 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 14 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2022 | 19 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 19 |
ALLIANCEBERNSTEIN L.P. | 11 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 19 |
SCOTIA CAPITAL INC. | 12 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2021 | 19 |
ADVISOR PARTNERS LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2022 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 18 |
Allianz Asset Management GmbH | 18 | 18 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q1 2021 | 18 |
AUA CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2021 | 18 |
MILLER VALUE PARTNERS, LLC | 9 | 8 | 0.00% | 0.10% | 0.29% | Q1 2017 | Q4 2022 | 18 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 18 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2022 | 18 |
Lindbrook Capital, LLC | 18 | 18 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q1 2023 | 18 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.05% | 0.10% | 0.26% | Q2 2013 | Q2 2017 | 17 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 17 | 17 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q3 2020 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 17 |
Manchester Capital Management LLC | 11 | 1 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q2 2022 | 17 |
IPG Investment Advisors LLC | 13 | 1 | 0.02% | 0.34% | 0.93% | Q3 2016 | Q1 2023 | 17 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 15 | 2 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q4 2019 | 17 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 7 | 4 | 0.00% | 0.27% | 0.93% | Q2 2016 | Q3 2022 | 17 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q2 2017 | 17 |
AMG National Trust Bank | 12 | 5 | 0.01% | 0.12% | 0.22% | Q1 2016 | Q2 2022 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.01% | 0.08% | 0.29% | Q2 2013 | Q2 2017 | 17 |
CENTRAL TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 16 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q1 2023 | 16 |
Quinn Opportunity Partners LLC | 14 | 2 | 0.03% | 0.27% | 0.69% | Q4 2018 | Q1 2023 | 16 |
LAKE STREET ADVISORS GROUP, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 16 |
Gemmer Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 16 |
Mirae Asset Global Investments Co., Ltd. | 13 | 3 | 0.01% | 0.02% | 0.05% | Q4 2011 | Q2 2016 | 16 |
INTEGRAL DERIVATIVES, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2017 | 16 |
Virtu Financial LLC | 7 | 1 | 0.01% | 0.05% | 0.16% | Q3 2017 | Q1 2023 | 16 |
FRANKLIN RESOURCES INC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2022 | 16 |
RHUMBLINE ADVISERS | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2020 | 16 |
Pflug Koory, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2021 | 15 |
M&T BANK CORP | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 15 |
Carroll Financial Associates, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 15 |
FIRST TRUST ADVISORS LP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2021 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
TD ASSET MANAGEMENT INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 15 |
Rockefeller Capital Management L.P. | 12 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 15 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2019 | 15 |
BESSEMER GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.03% | 0.16% | Q4 2016 | Q1 2021 | 15 |
Nelson Capital Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2019 | 15 |
Smithfield Trust Co | 7 | 3 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2019 | 15 |
Advisors Asset Management, Inc. | 8 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 15 |
Timber Creek Capital Management LLC | 15 | 15 | 0.00% | 1.58% | 2.29% | Q2 2016 | Q4 2019 | 15 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q4 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.04% | Q3 2011 | Q3 2015 | 15 |
Tradewinds Global Investors, LLC | 14 | 14 | 0.14% | 0.45% | 2.91% | Q2 2013 | Q3 2016 | 14 |
COLONY GROUP LLC | 9 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2021 | 14 |
NORTHROAD CAPITAL MANAGEMENT LLC | 14 | 14 | 1.51% | 2.05% | 2.50% | Q2 2013 | Q3 2016 | 14 |
GABELLI FUNDS LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 14 |
Financial Architects, Inc | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2019 | 14 |
AMERICAN CENTURY COMPANIES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
FIL Ltd | 7 | 7 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2018 | 14 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q2 2018 | 14 |
BROWN ADVISORY INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 14 |
Hardman Johnston Global Advisors LLC | 14 | 14 | 0.01% | 0.89% | 2.10% | Q2 2013 | Q3 2016 | 14 |
AR ASSET MANAGEMENT INC | 11 | 3 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2022 | 14 |
TRUIST FINANCIAL CORP | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2023 | 14 |
Steward Partners Investment Advisory, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q1 2023 | 14 |
GREENLEAF TRUST | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2021 | 14 |
COMMERCE BANK | 9 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 14 |
Tradewinds Capital Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 14 |
AFAM CAPITAL, INC. | 14 | 14 | 0.13% | 0.36% | 0.59% | Q2 2013 | Q3 2016 | 14 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 7 | 7 | 0.04% | 0.28% | 0.41% | Q1 2014 | Q2 2022 | 14 |
Gradient Investments LLC | 13 | 1 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q1 2023 | 14 |
THOMAS WHITE INTERNATIONAL LTD | 7 | 1 | 0.00% | 0.49% | 0.79% | Q3 2013 | Q4 2020 | 13 |
BROWN BROTHERS HARRIMAN & CO | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.00% | 0.04% | 0.10% | Q1 2020 | Q1 2023 | 13 |
BLAIR WILLIAM & CO/IL | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q1 2023 | 13 |
REGIONS FINANCIAL CORP | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2018 | 13 |
Fiera Capital Corp | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 13 |
Janney Montgomery Scott LLC | 10 | 3 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2020 | 13 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2022 | 13 |
Cambridge Investment Research Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 13 |
LOEB PARTNERS CORP | 8 | 2 | 0.04% | 0.15% | 0.30% | Q1 2015 | Q3 2018 | 13 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
Checchi Capital Advisers, LLC | 6 | 2 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q1 2019 | 13 |
Dorsey & Whitney Trust CO LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q1 2023 | 13 |
MUFG Americas Holdings Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q1 2020 | 13 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q4 2022 | 13 |
DREMAN VALUE MANAGEMENT, L L C | 10 | 3 | 0.00% | 0.29% | 0.57% | Q2 2013 | Q3 2016 | 13 |
MCF Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2018 | 12 |
NAPLES GLOBAL ADVISORS, LLC | 7 | 5 | 0.02% | 0.06% | 0.10% | Q1 2017 | Q1 2021 | 12 |
TWO SIGMA INVESTMENTS, LP | 4 | 1 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q1 2023 | 12 |
Ellevest, Inc. | 11 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 12 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2018 | 12 |
BOKF, NA | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2023 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 12 |
Winch Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
GUARDIAN CAPITAL ADVISORS LP | 12 | 12 | 0.08% | 0.14% | 0.22% | Q2 2013 | Q1 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
FNY Investment Advisers, LLC | 7 | 1 | 0.00% | 0.18% | 0.51% | Q4 2018 | Q3 2022 | 12 |
NAVELLIER & ASSOCIATES INC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2012 | Q3 2015 | 12 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.06% | 0.22% | Q2 2016 | Q3 2022 | 12 |
Cerity Partners LLC | 8 | 4 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q1 2023 | 12 |
Corient Capital Partners, LLC | 7 | 2 | 0.01% | 0.05% | 0.23% | Q4 2016 | Q3 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Pinnacle Bancorp, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 12 |
Ethic Inc. | 12 | 12 | 0.00% | 0.09% | 0.20% | Q2 2020 | Q1 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 11 |
ATLAS CAPITAL ADVISORS LLC | 6 | 1 | 0.00% | 0.02% | 0.12% | Q1 2018 | Q1 2022 | 11 |
Caprock Group, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q2 2022 | 11 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.05% | 0.23% | Q3 2016 | Q1 2023 | 11 |
SG3 Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.15% | Q4 2018 | Q1 2022 | 11 |
Bell & Brown Wealth Advisors, LLC | 9 | 1 | 0.25% | 0.66% | 1.06% | Q1 2018 | Q3 2021 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2018 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.02% | 0.11% | 0.17% | Q3 2013 | Q1 2016 | 11 |
Atria Investments, Inc | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2021 | 11 |
Archford Capital Strategies, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 11 |
Timber Hill LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 11 |
CITIZENS FINANCIAL GROUP INC/RI | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2018 | 11 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.02% | 0.21% | Q1 2018 | Q4 2022 | 11 |
Allworth Financial LP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 11 |
Orbis Allan Gray Ltd | 11 | 11 | 0.02% | 0.10% | 0.15% | Q2 2018 | Q4 2020 | 11 |
Parametric Risk Advisors LLC | 11 | 11 | 0.18% | 0.22% | 0.27% | Q2 2013 | Q4 2015 | 11 |
Ledyard National Bank | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
First Trust Direct Indexing L.P. | 10 | 10 | 0.02% | 0.06% | 0.14% | Q4 2020 | Q1 2023 | 10 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2022 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
BALASA DINVERNO & FOLTZ LLC | 8 | 2 | 0.01% | 0.13% | 0.29% | Q2 2018 | Q1 2021 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2022 | 10 |
CITY HOLDING CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.08% | 0.15% | Q1 2017 | Q1 2022 | 10 |
M&R CAPITAL MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
SITTNER & NELSON, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
WRIGHT INVESTORS SERVICE INC | 5 | 2 | 0.14% | 0.75% | 1.64% | Q2 2013 | Q1 2017 | 10 |
Poehling Capital Management, INC. | 10 | 10 | 0.14% | 0.39% | 0.66% | Q4 2017 | Q1 2020 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 10 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.01% | 0.09% | 0.32% | Q4 2013 | Q3 2022 | 10 |
Thomas J. Herzfeld Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q2 2020 | 10 |
HBK Sorce Advisory LLC | 9 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2021 | 10 |
CSS LLC/IL | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q1 2023 | 9 |
Point View Wealth Management, Inc. | 9 | 9 | 0.16% | 0.23% | 0.32% | Q4 2013 | Q4 2015 | 9 |
FinTrust Capital Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 9 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q4 2020 | 9 |
BlackRock Investment Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 9 |
LEVIN CAPITAL STRATEGIES, L.P. | 9 | 9 | 0.01% | 0.29% | 1.36% | Q1 2021 | Q1 2023 | 9 |
American Portfolios Advisors | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 9 |
Ballentine Partners, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q2 2015 | 9 |
Sunbelt Securities, Inc. | 9 | 9 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q1 2023 | 9 |
Loveless Wealth Management LLC | 9 | 9 | 0.29% | 0.48% | 0.70% | Q4 2019 | Q4 2021 | 9 |
Balentine LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2023 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 9 |
THOMPSON DAVIS & CO., INC. | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q3 2017 | 9 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q1 2021 | 9 |
UBS ASSET MANAGEMENT AMERICAS INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 9 |
ASSETMARK, INC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q1 2022 | 9 |
Wealth Alliance | 9 | 9 | 0.07% | 0.14% | 0.18% | Q1 2020 | Q1 2022 | 9 |
Russell Investments Group, Ltd. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
MML INVESTORS SERVICES, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2022 | 9 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.01% | 0.15% | 0.51% | Q2 2013 | Q4 2018 | 9 |
CIBC BANK USA | 7 | 2 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q2 2016 | 9 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2015 | 9 |
American Assets Investment Management, LLC | 8 | 8 | 0.11% | 0.13% | 0.15% | Q2 2016 | Q1 2018 | 8 |
SAL Trading, LLC | 3 | 1 | 0.04% | 0.13% | 0.46% | Q4 2021 | Q1 2023 | 8 |
Neuburgh Advisers LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 8 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 8 |
Endurance Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Freestone Capital Holdings, LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2022 | 8 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2022 | 8 |
Engineers Gate Manager LP | 3 | 1 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q4 2022 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.08% | 0.15% | 0.22% | Q2 2013 | Q1 2015 | 8 |
THORNBURG INVESTMENT MANAGEMENT INC | 8 | 8 | 0.00% | 0.20% | 0.29% | Q2 2017 | Q1 2019 | 8 |
Whitnell & Co. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
SPECTRUM ADVISORY SERVICES INC | 8 | 8 | 0.09% | 0.14% | 0.18% | Q2 2013 | Q1 2015 | 8 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5 | 3 | 0.01% | 0.24% | 0.39% | Q3 2013 | Q4 2020 | 8 |
TSFG, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
RONALD BLUE & CO LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2015 | 8 |
SIT INVESTMENT ASSOCIATES INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
HBK INVESTMENTS L P | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2019 | 8 |
Kazazian Asset Management, LLC | 8 | 8 | 0.80% | 1.23% | 1.97% | Q4 2017 | Q3 2019 | 8 |
CAPITAL GUARDIAN TRUST CO | 5 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2016 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 8 | 8 | 0.08% | 0.26% | 0.37% | Q4 2016 | Q3 2018 | 8 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2019 | 8 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 8 |
INSIGHT 2811, INC. | 8 | 8 | 0.24% | 0.59% | 1.14% | Q1 2018 | Q4 2019 | 8 |
Bridgefront Capital, LLC | 8 | 8 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q3 2022 | 8 |
Lenox Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2021 | 8 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Evercore Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 8 |
CREDIT SUISSE AG/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
OLD NATIONAL BANCORP /IN/ | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q4 2018 | 7 |
Janney Capital Management LLC | 7 | 7 | 0.50% | 0.60% | 0.73% | Q4 2017 | Q2 2019 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Spire Wealth Management | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 7 |
SHAH CAPITAL MANAGEMENT | 6 | 1 | 2.85% | 3.74% | 4.77% | Q2 2016 | Q4 2022 | 7 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 7 |
WMS Partners, LLC | 7 | 7 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q4 2014 | 7 |
Sandy Spring Bank | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 7 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2023 | 7 |
K.J. Harrison & Partners Inc | 7 | 7 | 0.11% | 0.12% | 0.15% | Q2 2013 | Q4 2014 | 7 |
Oakworth Capital, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
NorthCoast Asset Management LLC | 3 | 1 | 0.04% | 0.12% | 0.31% | Q3 2013 | Q1 2021 | 7 |
MENORA MIVTACHIM HOLDINGS LTD. | 7 | 7 | 0.04% | 0.06% | 0.14% | Q2 2016 | Q4 2017 | 7 |
Stonehage Fleming (UK) Ltd | 6 | 1 | 0.05% | 0.06% | 0.07% | Q1 2014 | Q4 2015 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 7 |
PARK AVENUE SECURITIES LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Citizens Business Bank | 7 | 7 | 0.11% | 0.12% | 0.13% | Q4 2012 | Q2 2014 | 7 |
Qube Research & Technologies Ltd | 2 | 1 | 0.01% | 0.15% | 0.77% | Q3 2019 | Q1 2023 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Pinnacle Wealth Planning Services, Inc. | 5 | 2 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2022 | 7 |
Optiver Holding B.V. | 5 | 2 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q1 2023 | 7 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Yorktown Management & Research Co Inc | 5 | 2 | 0.04% | 0.08% | 0.10% | Q4 2013 | Q3 2018 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Hudock, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
MACKENZIE FINANCIAL CORP | 5 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 7 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q4 2022 | 7 |
EVOKE WEALTH, LLC | 4 | 1 | 0.00% | 0.00% | 0.03% | Q3 2019 | Q3 2022 | 7 |
Vantage Investment Partners, LLC | 6 | 6 | 0.53% | 0.79% | 1.12% | Q4 2017 | Q1 2019 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
MONTAG A & ASSOCIATES INC | 3 | 1 | 0.00% | 0.34% | 0.84% | Q2 2015 | Q4 2022 | 6 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 6 | 6 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q1 2019 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q1 2018 | 6 |
Caption Management, LLC | 3 | 1 | 0.04% | 0.06% | 0.14% | Q2 2018 | Q4 2022 | 6 |
PARADIGM ASSET MANAGEMENT CO LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Sound Income Strategies, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
YOUSIF CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Bayesian Capital Management, LP | 6 | 6 | 0.03% | 0.12% | 0.23% | Q3 2017 | Q4 2018 | 6 |
SEI TRUST CO | 6 | 6 | 0.13% | 0.15% | 0.17% | Q2 2013 | Q3 2014 | 6 |
180 WEALTH ADVISORS, LLC | 6 | 6 | 0.06% | 0.11% | 0.13% | Q4 2017 | Q1 2019 | 6 |
GENDELL JEFFREY L | 4 | 2 | 0.14% | 0.93% | 2.61% | Q4 2016 | Q1 2022 | 6 |
NATIONAL BANK OF CANADA /FI/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
SCHWARTZ INVESTMENT COUNSEL INC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q3 2013 | Q4 2014 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 2 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q4 2021 | 6 |
Capital Research Global Investors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
Snowden Capital Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 6 |
Fieldpoint Private Securities, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2021 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Saiers Capital, LLC | 3 | 3 | 0.02% | 0.26% | 0.91% | Q2 2013 | Q4 2013 | 6 |
LAZARD ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2018 | 6 |
Madison Asset Management, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q1 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 6 |
MGO ONE SEVEN LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 6 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.00% | 0.07% | 0.12% | Q1 2017 | Q1 2023 | 6 |
Camelot Portfolios, LLC | 6 | 6 | 0.28% | 0.36% | 0.40% | Q2 2021 | Q3 2022 | 6 |
AdvisorNet Financial, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 6 |
TEALWOOD ASSET MANAGEMENT INC | 6 | 6 | 1.65% | 1.73% | 1.80% | Q2 2014 | Q3 2015 | 6 |
Bell Investment Advisors, Inc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Schechter Investment Advisors, LLC | 6 | 6 | 0.00% | 0.06% | 0.09% | Q4 2021 | Q1 2023 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2017 | 6 |
Front Row Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
RMB Capital Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q1 2018 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.11% | 0.42% | Q2 2015 | Q2 2022 | 6 |
INGALLS & SNYDER LLC | 6 | 6 | 0.03% | 0.08% | 0.11% | Q3 2017 | Q4 2018 | 6 |
WEBSTER BANK, N. A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
JBF Capital, Inc. | 6 | 6 | 0.54% | 0.80% | 1.31% | Q1 2019 | Q2 2020 | 6 |
ArrowMark Colorado Holdings LLC | 3 | 2 | 0.00% | 0.05% | 0.09% | Q2 2019 | Q3 2022 | 5 |
EQUITEC PROPRIETARY MARKETS, LLC | 2 | 1 | 0.03% | 0.10% | 0.20% | Q1 2017 | Q4 2022 | 5 |
OppenheimerFunds, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2014 | 5 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Convergence Investment Partners, LLC | 4 | 1 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q1 2018 | 5 |
FDx Advisors, Inc. | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q1 2018 | 5 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q3 2013 | Q1 2019 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Raging Capital Management, LLC | 5 | 5 | 4.12% | 6.49% | 8.56% | Q4 2016 | Q4 2017 | 5 |
DEPRINCE RACE & ZOLLO INC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q4 2017 | 5 |
Commonwealth Equity Services, Inc | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
CAPITAL ONE, NATIONAL ASSOCIATION | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q2 2018 | 5 |
HANSBERGER GLOBAL INVESTORS INC/FL | 5 | 5 | 0.42% | 0.52% | 0.60% | Q2 2013 | Q2 2014 | 5 |
SVB WEALTH LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 5 |
DRW Securities, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Compagnie Lombard Odier SCmA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2022 | 5 |
Main Street Research LLC | 5 | 5 | 0.15% | 0.50% | 0.61% | Q2 2013 | Q2 2014 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
MinichMacGregor Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 5 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2022 | 5 |
Nuveen Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Harbor Advisors LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q4 2018 | 5 |
Chescapmanager LLC | 5 | 5 | 0.29% | 0.45% | 0.54% | Q1 2017 | Q1 2018 | 5 |
Traynor Capital Management, Inc. | 4 | 1 | 0.04% | 0.06% | 0.09% | Q2 2016 | Q2 2020 | 5 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2018 | 5 |
Forum Financial Management, LP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Column Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 5 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2013 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 5 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 1 | 0.02% | 0.04% | 0.08% | Q4 2013 | Q4 2015 | 5 |
TORONTO DOMINION BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 5 |
WOLFF WIESE MAGANA LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.02% | 0.15% | 0.51% | Q1 2018 | Q4 2020 | 5 |
Kopernik Global Investors, LLC | 5 | 5 | 0.01% | 1.04% | 2.99% | Q4 2021 | Q4 2022 | 5 |
Koss-Olinger Consulting, LLC | 5 | 5 | 0.06% | 0.11% | 0.18% | Q3 2021 | Q3 2022 | 5 |
SUNTRUST BANKS INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
FNY Partners Fund LP | 5 | 5 | 0.00% | 0.43% | 0.78% | Q4 2016 | Q4 2017 | 5 |
Grove Bank & Trust | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q4 2022 | 5 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.46% | 0.50% | 0.55% | Q4 2013 | Q4 2014 | 5 |
Bramshill Investments, LLC | 4 | 1 | 0.00% | 0.16% | 0.24% | Q2 2017 | Q3 2018 | 5 |
ETRADE Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
Calvert Investment Management, Inc. | 4 | 4 | 0.11% | 0.70% | 1.29% | Q2 2013 | Q1 2014 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.09% | 0.13% | 0.17% | Q1 2017 | Q4 2019 | 4 |
Nuveen Fund Advisors, LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q4 2017 | 4 |
Kovack Advisors, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 4 |
FIRST HORIZON CORP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 4 |
Airain ltd | 2 | 2 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q1 2017 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Well Done, LLC | 1 | 1 | 0.00% | 0.04% | 0.10% | Q4 2015 | Q4 2018 | 4 |
Private Ocean, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 4 |
Roundview Capital LLC | 4 | 4 | 0.04% | 0.08% | 0.13% | Q4 2016 | Q3 2017 | 4 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 4 | 4 | 1.34% | 1.72% | 2.78% | Q2 2013 | Q1 2014 | 4 |
Altshuler Shaham Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 4 |
CHILTON INVESTMENT CO INC. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q2 2018 | 4 |
Henry James International Management Inc. | 3 | 1 | 0.27% | 0.33% | 0.37% | Q3 2018 | Q1 2021 | 4 |
Avior Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 4 |
IEQ CAPITAL, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 4 |
STEPHENS INC /AR/ | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2015 | 4 |
DSC Advisors, L.P. | 3 | 1 | 0.16% | 0.65% | 0.88% | Q1 2018 | Q1 2021 | 4 |
BAR HARBOR TRUST SERVICES | 4 | 4 | 2.05% | 2.33% | 2.64% | Q4 2014 | Q3 2015 | 4 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 4 |
Bluefin Trading, LLC | 2 | 2 | 0.01% | 0.09% | 0.24% | Q2 2017 | Q3 2017 | 4 |
Ranger International Management, LP | 4 | 4 | 0.09% | 0.14% | 0.23% | Q2 2013 | Q1 2014 | 4 |
BAMCO INC /NY/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Rovida Advisors Inc. | 4 | 4 | 0.22% | 0.52% | 1.23% | Q2 2021 | Q1 2022 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2018 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 4 |
JS Capital Management LLC | 4 | 4 | 0.25% | 0.30% | 0.37% | Q4 2013 | Q3 2014 | 4 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2020 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
Berkeley Capital Partners, LLC | 4 | 4 | 0.10% | 0.17% | 0.23% | Q2 2016 | Q1 2017 | 4 |
Performa Ltd (US), LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q1 2023 | 4 |
Hexagon Capital Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q4 2020 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
COLRAIN CAPITAL LLC | 4 | 4 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q1 2014 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 4 |
Spears Abacus Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 4 |
SYNOVUS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 4 |
Requisite Capital Management, LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2018 | Q3 2019 | 4 |
Ergoteles LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 |
Wealth Architects, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Oliver Luxxe Assets LLC | 4 | 4 | 0.59% | 0.83% | 0.98% | Q4 2015 | Q3 2016 | 4 |
XTX Topco Ltd | 2 | 1 | 0.01% | 0.05% | 0.10% | Q2 2021 | Q1 2023 | 4 |
PORTLAND INVESTMENT COUNSEL INC. | 4 | 4 | 0.23% | 0.32% | 0.44% | Q2 2014 | Q1 2015 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.01% | 0.12% | 0.39% | Q1 2021 | Q4 2022 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Sequoia Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Pacer Advisors, Inc. | 3 | 1 | 0.00% | 0.06% | 0.20% | Q4 2013 | Q4 2019 | 4 |
Lourd Capital, LLC | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2018 | 4 |
Ayalon Insurance Comp Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
WELD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.07% | 0.11% | 0.19% | Q1 2019 | Q1 2021 | 4 |
Covestor Ltd | 4 | 4 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Blueshift Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
WILMINGTON TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Highlander Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Invictus RG Pte. Ltd. | 3 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2015 | 4 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.03% | 0.08% | Q4 2022 | Q1 2023 | 4 |
BRAVE ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q1 2023 | 4 |
FNY Managed Accounts LLC | 2 | 1 | 0.02% | 0.43% | 1.24% | Q4 2014 | Q3 2017 | 4 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 4 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 4 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 4 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 4 |
Winthrop Partners - WNY, LLC | 4 | 4 | 0.18% | 0.19% | 0.22% | Q4 2017 | Q3 2018 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 4 |
Essex Financial Services, Inc. | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2015 | Q3 2015 | 3 |
Banyan Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q3 2014 | 3 |
COMERICA SECURITIES,INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
Mariner, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
J. Goldman & Co LP | 1 | 1 | 0.06% | 0.10% | 0.13% | Q2 2015 | Q1 2021 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2022 | 3 |
Neuberger Berman Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 3 |
SANDLER CAPITAL MANAGEMENT | 3 | 3 | 0.41% | 0.46% | 0.52% | Q1 2022 | Q3 2022 | 3 |
DEERE & CO | 2 | 1 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2016 | 3 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2021 | 3 |
FORT PITT CAPITAL GROUP, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Banco Santander, S.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
BOLTON LP | 3 | 3 | 0.08% | 0.11% | 0.12% | Q3 2013 | Q1 2014 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
Fluent Financial, LLC | 3 | 3 | 0.67% | 0.97% | 1.36% | Q4 2017 | Q2 2018 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q1 2021 | 3 |
Forty4 Asset Management LLC | 1 | 1 | 0.00% | 0.10% | 0.28% | Q2 2013 | Q2 2013 | 3 |
STUDIO INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Crosspoint Capital Strategies, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
KEMPNER CAPITAL MANAGEMENT INC. | 3 | 3 | 1.36% | 1.43% | 1.48% | Q1 2021 | Q3 2021 | 3 |
Pekin Hardy Strauss, Inc. | 3 | 3 | 0.65% | 0.68% | 0.70% | Q2 2021 | Q4 2021 | 3 |
EAGLE ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Quadrature Capital Ltd | 3 | 3 | 0.02% | 0.21% | 0.53% | Q2 2016 | Q4 2016 | 3 |
QUANTUM CAPITAL MANAGEMENT | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q2 2015 | 3 |
Jump Trading, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2018 | 3 |
Cypress Wealth Advisors LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2016 | Q1 2017 | 3 |
Cooperatieve Rabobank U.A. | 3 | 3 | 0.15% | 0.21% | 0.34% | Q2 2013 | Q4 2013 | 3 |
Legacy Wealth Asset Management, LLC | 3 | 3 | 0.42% | 0.47% | 0.56% | Q3 2022 | Q1 2023 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.14% | 0.20% | 0.28% | Q2 2019 | Q4 2019 | 3 |
Centiva Capital, LP | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q1 2023 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.22% | 0.29% | 0.35% | Q3 2020 | Q1 2021 | 3 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 3 |
Laurel Wealth Planning LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Seminole Management Co., Inc. | 3 | 3 | 0.10% | 0.87% | 1.82% | Q2 2013 | Q4 2013 | 3 |
SYMONS CAPITAL MANAGEMENT INC | 3 | 3 | 3.28% | 3.43% | 3.54% | Q1 2017 | Q3 2017 | 3 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q2 2020 | 3 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 3 |
Marathon Trading Investment Management LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q1 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
TOMPKINS FINANCIAL CORP | 2 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q4 2014 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
D L CARLSON INVESTMENT GROUP INC | 3 | 3 | 0.29% | 0.39% | 0.47% | Q2 2013 | Q4 2013 | 3 |
PINNACLE ASSOCIATES LTD | 3 | 3 | 0.03% | 0.05% | 0.06% | Q3 2013 | Q1 2014 | 3 |
West Family Investments, Inc. | 2 | 1 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 3 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2017 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 3 |
CREDIT AGRICOLE S A | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 3 |
Altium Wealth Management LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2021 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.03% | 0.09% | Q3 2014 | Q1 2019 | 3 |
Triumph Capital Management | 2 | 1 | 0.04% | 0.13% | 0.19% | Q3 2021 | Q1 2023 | 3 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2015 | Q3 2015 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 3 |
SEARLE & CO. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
LMR Partners LLP | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2023 | Q1 2023 | 2 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 2 |
Parametrica Management Ltd | 2 | 2 | 0.10% | 0.13% | 0.16% | Q1 2022 | Q2 2022 | 2 |
Standard Family Office LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.47% | 0.82% | 1.16% | Q1 2021 | Q2 2022 | 2 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2016 | Q2 2017 | 2 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
GeoWealth Management, LLC | 1 | 1 | 0.10% | 0.14% | 0.19% | Q4 2019 | Q2 2020 | 2 |
Invictus RG | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
FINANCIAL COUNSELORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
PUTNAM INVESTMENTS LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Gator Capital Management, LLC | 2 | 2 | 2.78% | 2.89% | 3.00% | Q3 2018 | Q4 2018 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
NEW YORK STATE COMMON RETIREMENT FUND | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2021 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.31% | 2.09% | 3.86% | Q4 2019 | Q1 2023 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.10% | 0.15% | 0.20% | Q4 2016 | Q1 2017 | 2 |
Vestmark Advisory Solutions, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q2 2019 | 2 |
Drexel Morgan & Co. | 2 | 2 | 0.43% | 0.43% | 0.44% | Q4 2013 | Q1 2014 | 2 |
Covenant Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 2 |
BSW Wealth Partners | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q4 2020 | 2 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q2 2014 | 2 |
Schubert & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Bank of New Hampshire | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.08% | 0.13% | Q2 2014 | Q4 2014 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 2 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1 | 1 | 0.03% | 0.07% | 0.11% | Q3 2015 | Q2 2020 | 2 |
Commonwealth Financial Services, LLC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q4 2016 | Q1 2017 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 2 |
Winchester Group Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q3 2013 | 2 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 2 |
TODD ASSET MANAGEMENT LLC | 1 | 1 | 0.09% | 0.20% | 0.30% | Q3 2015 | Q2 2020 | 2 |
BANK HAPOALIM BM | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q2 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 2 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
MYDA Advisors LLC | 1 | 1 | 0.12% | 0.21% | 0.30% | Q1 2021 | Q1 2022 | 2 |
Nicholas Hoffman & Company, LLC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
GRATRY & Co LLC | 2 | 2 | 3.36% | 3.46% | 3.56% | Q4 2017 | Q1 2018 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Passport Capital, LLC | 2 | 2 | 1.45% | 1.46% | 1.47% | Q4 2016 | Q1 2017 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.09% | 0.18% | 0.27% | Q4 2016 | Q4 2020 | 2 |
Copeland Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 2 | 2 | 2.23% | 3.21% | 4.19% | Q2 2021 | Q3 2021 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.38% | 0.45% | 0.52% | Q4 2020 | Q1 2021 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
MILES CAPITAL, INC. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2018 | Q1 2019 | 2 |
Euclid Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Cetera Advisor Networks LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2013 | 2 |
RUSSELL FRANK CO/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Blackstone Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q4 2017 | 2 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Locust Wood Capital Advisers | 2 | 2 | 0.08% | 0.43% | 0.78% | Q1 2017 | Q2 2017 | 2 |
PDS Planning, Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.08% | 0.17% | 0.27% | Q4 2014 | Q1 2015 | 2 |
WADDELL & REED FINANCIAL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Nordwand Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Chicago Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Zweig-DiMenna Associates LLC | 2 | 2 | 0.84% | 0.94% | 1.04% | Q4 2016 | Q1 2017 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 2 |
Resolute Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.13% | 0.19% | 0.26% | Q4 2020 | Q1 2021 | 2 |
Columbia Asset Management | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q1 2023 | 2 |
TURNER INVESTMENTS LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
First City Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.16% | 0.22% | 0.28% | Q4 2018 | Q1 2020 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q1 2023 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
MARIETTA INVESTMENT PARTNERS LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q1 2021 | 2 |
Ionic Capital Management LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q1 2016 | 2 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
PZENA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q4 2022 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.01% | 0.14% | 0.26% | Q2 2013 | Q3 2013 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Massachusetts Wealth Management | 2 | 2 | 0.02% | 0.05% | 0.09% | Q4 2022 | Q1 2023 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.11% | 0.93% | 1.75% | Q2 2015 | Q4 2016 | 2 |
Colonial Trust Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 2 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Hartford Financial Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 2 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 2 |
Susquehanna International Group Ltd. | 2 | 2 | 1.12% | 2.28% | 3.45% | Q4 2018 | Q1 2019 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 1.22% | 1.22% | 1.22% | Q2 2015 | Q2 2015 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Glovista Investments LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EMFO, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Shay Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
WESTPAC BANKING CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Andromeda Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Fourthstone LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
EWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Intersect Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NWAM LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Champlain Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Longitude (Cayman) Ltd. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
NATIXIS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CERTUITY, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
SIRIOS CAPITAL MANAGEMENT L P | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CONNING INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vise Technologies, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PDT Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
One Fin Capital Management LP | 1 | 1 | 2.01% | 2.01% | 2.01% | Q4 2021 | Q4 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Fiera Capital Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
BlueMar Capital Management, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q4 2015 | Q4 2015 | 1 |
MIDAS MANAGEMENT CORP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2016 | Q2 2016 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Hoese & Co LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Oxinas Partners Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Hunting Hill Global Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
State of Wyoming | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Requisite Energy Fund I LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Edenbrook Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
SHIKIAR ASSET MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Global X Management CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
IBERIABANK CORP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2013 | Q1 2013 | 1 |
MARATHON ASSET MANAGEMENT LP | 1 | 1 | 1.78% | 1.78% | 1.78% | Q2 2013 | Q2 2013 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Capital Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CSat Investment Advisory, L.P. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2018 | Q2 2018 | 1 |
ING GROEP NV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Hilltop Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COOPERMAN LEON G | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2019 | Q4 2019 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Amplify Investments, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2018 | Q1 2018 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2014 | Q3 2014 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2013 | Q3 2013 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
JANUS HENDERSON GROUP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
1st Global Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Vishria Bird Financial Group, LLC | 1 | 1 | 3.70% | 3.70% | 3.70% | Q2 2021 | Q2 2021 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Jump Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
StoneX Group Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2014 | Q4 2014 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2015 | Q4 2015 | 1 |
APOGEM CAPITAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
OLD DOMINION CAPITAL MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q2 2013 | Q2 2013 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2018 | Q1 2018 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MAINSTREAM INVESTMENT ADVISERS LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2013 | Q2 2013 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2017 | Q3 2017 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Seawolf Capital, LLC | 1 | 1 | 2.54% | 2.54% | 2.54% | Q1 2017 | Q1 2017 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2020 | Q4 2020 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2017 | Q1 2017 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2020 | Q4 2020 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PATTEN & PATTEN INC/TN | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Levy Wealth Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Amici Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Sculptor Capital LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Monaco Asset Management SAM | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
One68 Global Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CIM INVESTMENT MANAGEMENT INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2014 | Q1 2014 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Silverleafe Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own CREDIT SUISSE GROUP or have owned CREDIT SUISSE GROUP in the past.