Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 58 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 49 |
Walleye Trading LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 35 |
PEAK6 Investments LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 29 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 27 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 23 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 23 |
Cubist Systematic Strategies, LLC | 19 | 19 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q2 2023 | 23 |
BNP PARIBAS FINANCIAL MARKETS | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Crossmark Global Holdings, Inc. | 22 | 22 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 22 | 22 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
GUGGENHEIM CAPITAL LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
LAZARD ASSET MANAGEMENT LLC | 22 | 22 | 0.00% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 22 |
GEODE CAPITAL MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
QUADRANT CAPITAL GROUP LLC | 22 | 22 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Creative Planning | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Cutler Group LLC / CA | 7 | 2 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 22 |
Advisors Asset Management, Inc. | 22 | 22 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
1832 Asset Management L.P. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
PIN OAK INVESTMENT ADVISORS INC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
UBS ASSET MANAGEMENT AMERICAS INC | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
ClearBridge Investments | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
DIMENSIONAL FUND ADVISORS LP | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Laird Norton Wetherby Wealth Management, LLC | 22 | 22 | 0.03% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 22 |
EAGLE GLOBAL ADVISORS LLC | 22 | 22 | 0.07% | 0.20% | 0.37% | Q2 2018 | Q3 2023 | 22 |
Semper Augustus Investments Group | 22 | 22 | 1.01% | 1.54% | 2.03% | Q2 2018 | Q3 2023 | 22 |
Fisher Asset Management, LLC | 22 | 22 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WELLINGTON MANAGEMENT GROUP LLP | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 22 |
NORTHERN TRUST CORP | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
FOLKETRYGDFONDET | 22 | 22 | 69.24% | 76.63% | 84.62% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WealthTrust Axiom LLC | 22 | 22 | 0.23% | 0.44% | 0.96% | Q2 2018 | Q3 2023 | 22 |
Banco de Sabadell, S.A | 22 | 22 | 0.04% | 0.34% | 0.86% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
PROFUND ADVISORS LLC | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BlackRock Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BLAIR WILLIAM & CO/IL | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
GABELLI FUNDS LLC | 22 | 22 | 0.04% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
EARNEST PARTNERS LLC | 22 | 22 | 0.56% | 0.87% | 1.46% | Q2 2018 | Q3 2023 | 22 |
GOLDMAN SACHS GROUP INC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Checchi Capital Advisers, LLC | 22 | 22 | 0.03% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 22 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 22 | 22 | 0.16% | 0.61% | 1.13% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Freestone Capital Holdings, LLC | 22 | 22 | 0.03% | 0.08% | 0.25% | Q2 2018 | Q3 2023 | 22 |
NATIXIS ADVISORS, L.P. | 22 | 22 | 0.03% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Investors Research Corp | 22 | 22 | 0.10% | 0.35% | 0.78% | Q2 2018 | Q3 2023 | 22 |
Boston Trust Walden Corp | 22 | 22 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
SEI INVESTMENTS CO | 22 | 22 | 0.04% | 0.08% | 0.22% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 21 |
HighTower Advisors, LLC | 17 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 21 |
Pacer Advisors, Inc. | 14 | 7 | 0.00% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
CULLEN/FROST BANKERS, INC. | 19 | 2 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
COMERICA BANK | 19 | 1 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q2 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 1 | 0.01% | 0.22% | 0.50% | Q2 2018 | Q3 2023 | 20 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 8 | 5 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 20 |
TRUST CO OF VERMONT | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
REGIONS FINANCIAL CORP | 20 | 20 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q2 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BENNICAS & ASSOCIATES, INC. | 19 | 19 | 0.24% | 0.40% | 0.61% | Q2 2018 | Q4 2022 | 19 |
ATLAS CAPITAL ADVISORS LLC | 14 | 5 | 0.02% | 0.08% | 0.22% | Q2 2018 | Q3 2023 | 19 |
MILLENNIUM MANAGEMENT LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 19 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 5 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 19 |
DEUTSCHE BANK AG\ | 10 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
CAPITAL FUND MANAGEMENT S.A. | 10 | 8 | 0.00% | 0.04% | 0.15% | Q2 2018 | Q3 2023 | 19 |
BARCLAYS PLC | 9 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 18 |
HOWE & RUSLING INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 18 |
CPWM, LLC | 18 | 18 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2022 | 18 |
Verdence Capital Advisors LLC | 18 | 18 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q3 2022 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 17 |
ADVISOR PARTNERS LLC | 17 | 17 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q2 2022 | 17 |
Glassman Wealth Services | 14 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
M&T BANK CORP | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.01% | 0.08% | 0.14% | Q3 2019 | Q3 2023 | 17 |
BLUESTEIN R H & CO LLC | 13 | 4 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2022 | 17 |
HUNTINGTON NATIONAL BANK | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Renaissance Technologies | 11 | 6 | 0.01% | 0.12% | 0.25% | Q2 2018 | Q2 2023 | 17 |
FIRST TRUST ADVISORS LP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
WHITTIER TRUST CO | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 16 | 0.02% | 0.02% | 0.04% | Q2 2018 | Q1 2022 | 16 |
JAMES INVESTMENT RESEARCH INC | 8 | 8 | 0.00% | 0.05% | 0.38% | Q2 2018 | Q1 2023 | 16 |
ASSETMARK, INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
COMERICA SECURITIES,INC. | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
KEATING INVESTMENT COUNSELORS INC | 16 | 16 | 1.60% | 3.62% | 5.23% | Q4 2019 | Q3 2023 | 16 |
Saturna Capital CORP | 14 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 16 |
Mariner, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
MACQUARIE GROUP LTD | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
Euro Pacific Asset Management, LLC | 16 | 16 | 1.45% | 2.12% | 2.81% | Q4 2019 | Q3 2023 | 16 |
SKBA CAPITAL MANAGEMENT LLC | 16 | 16 | 0.92% | 1.70% | 2.29% | Q4 2019 | Q3 2023 | 16 |
TORONTO DOMINION BANK | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
ROOSEVELT INVESTMENT GROUP LLC | 16 | 16 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q3 2022 | 16 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
LPL Financial LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
D. E. Shaw & Co., Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
CAPTRUST FINANCIAL ADVISORS | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 15 |
INTRUST BANK NA | 15 | 15 | 0.06% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 15 |
PRUDENTIAL FINANCIAL INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Valeo Financial Advisors, LLC | 12 | 3 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q4 2022 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 8 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
AMERICAN CENTURY COMPANIES INC | 15 | 15 | 0.00% | 0.01% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Ipswich Investment Management Co., Inc. | 15 | 15 | 0.06% | 0.44% | 0.83% | Q1 2020 | Q3 2023 | 15 |
First Horizon Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 15 |
GUARDIAN CAPITAL LP | 11 | 3 | 0.01% | 0.08% | 0.28% | Q2 2018 | Q3 2023 | 14 |
Dorsey & Whitney Trust CO LLC | 13 | 1 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 14 |
BREWIN DOLPHIN LTD | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
GRANDFIELD & DODD, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Neuberger Berman Group LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
Baird Financial Group, Inc. | 12 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
MATHER GROUP, LLC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 8 | 1 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q4 2022 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
BESSEMER GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 14 |
Avior Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
Russell Investments Group, Ltd. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 14 |
U S GLOBAL INVESTORS INC | 10 | 4 | 0.02% | 0.10% | 0.26% | Q1 2019 | Q4 2022 | 14 |
Ellevest, Inc. | 14 | 14 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q1 2023 | 14 |
Financial Gravity Asset Management, Inc. | 7 | 2 | 0.00% | 0.02% | 0.14% | Q2 2018 | Q2 2023 | 14 |
TWO SIGMA ADVISERS, LP | 10 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.01% | 0.09% | 0.45% | Q3 2018 | Q3 2023 | 14 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 14 | 14 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2021 | 14 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Tidal Investments LLC | 12 | 1 | 0.08% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 13 |
CREDIT SUISSE AG/ | 5 | 4 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q4 2022 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Vanguard Personalized Indexing Management, LLC | 9 | 4 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 13 |
STATE STREET CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 13 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 13 | 13 | 0.09% | 0.13% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.10% | 0.45% | Q2 2018 | Q2 2023 | 13 |
VAN ECK ASSOCIATES CORP | 13 | 13 | 0.05% | 0.12% | 0.22% | Q3 2020 | Q3 2023 | 13 |
BROWN BROTHERS HARRIMAN & CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Skandinaviska Enskilda Banken AB (publ) | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
Front Row Advisors LLC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 13 |
ENTERPRISE FINANCIAL SERVICES CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 13 |
Point72 Asset Management, L.P. | 6 | 1 | 0.03% | 0.22% | 0.52% | Q1 2019 | Q1 2023 | 13 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 13 |
FIRST HAWAIIAN BANK | 10 | 3 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 13 |
Quantbot Technologies LP | 8 | 1 | 0.00% | 0.07% | 0.17% | Q4 2018 | Q3 2023 | 12 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q2 2023 | 12 |
CIBC Asset Management Inc | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Asset Dedication, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 12 |
HAP Trading, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SG Americas Securities, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
ExodusPoint Capital Management, LP | 6 | 2 | 0.01% | 0.05% | 0.18% | Q3 2019 | Q1 2023 | 12 |
Solstein Capital, LLC | 12 | 12 | 0.11% | 0.54% | 1.26% | Q1 2020 | Q4 2022 | 12 |
Steward Partners Investment Advisory, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 12 |
AllSquare Wealth Management LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Raymond James Financial Services Advisors, Inc. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
Vestmark Advisory Solutions, Inc. | 12 | 12 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q4 2022 | 12 |
Patriot Financial Group Insurance Agency, LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 12 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
Gemmer Asset Management LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 12 |
MISSION WEALTH MANAGEMENT, LP | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CIBC Private Wealth Group, LLC | 11 | 1 | 0.00% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 12 |
WASHINGTON TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 11 |
DELTA ASSET MANAGEMENT LLC/TN | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 11 |
TRUIST FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Aperio Group, LLC | 11 | 11 | 0.04% | 0.08% | 0.14% | Q2 2018 | Q4 2020 | 11 |
ACG Wealth | 11 | 11 | 0.06% | 0.18% | 0.38% | Q1 2020 | Q3 2022 | 11 |
LEUTHOLD GROUP, LLC | 6 | 5 | 0.04% | 0.42% | 0.81% | Q2 2018 | Q1 2023 | 11 |
MML INVESTORS SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Carmichael Hill & Associates, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
Pinnacle Bancorp, Inc. | 8 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.09% | 0.16% | 0.20% | Q2 2021 | Q3 2023 | 10 |
TODD ASSET MANAGEMENT LLC | 10 | 10 | 0.40% | 1.46% | 2.12% | Q2 2021 | Q3 2023 | 10 |
Savior LLC | 7 | 3 | 0.00% | 0.15% | 1.48% | Q4 2019 | Q1 2023 | 10 |
ETRADE Capital Management LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2020 | 10 |
Ethic Inc. | 5 | 1 | 0.01% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 10 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q2 2023 | 10 |
HENNESSY ADVISORS INC | 7 | 3 | 0.19% | 0.29% | 0.42% | Q2 2018 | Q3 2023 | 10 |
Connor, Clark & Lunn Investment Management Ltd. | 8 | 1 | 0.00% | 0.06% | 0.21% | Q2 2018 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2020 | 10 |
Candriam S.C.A. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q1 2022 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
ADVISORY RESEARCH INC | 10 | 10 | 0.01% | 0.39% | 0.96% | Q2 2021 | Q3 2023 | 10 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 10 |
Rikoon Group, LLC | 10 | 10 | 0.13% | 0.47% | 0.90% | Q2 2018 | Q3 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 10 |
Capital Analysts, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.04% | 0.26% | 0.86% | Q2 2019 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
FINANCIAL COUNSELORS INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
People's United Financial, Inc. | 10 | 10 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q1 2022 | 10 |
JENNISON ASSOCIATES LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
First Trust Direct Indexing L.P. | 10 | 10 | 0.03% | 0.08% | 0.13% | Q2 2021 | Q3 2023 | 10 |
PEAPACK GLADSTONE FINANCIAL CORP | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q2 2022 | 10 |
Knights of Columbus Asset Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
BRINKER CAPITAL INC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q2 2020 | 9 |
PANAGORA ASSET MANAGEMENT INC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 9 | 9 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2022 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Invesco Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 4 | 0.10% | 0.36% | 0.54% | Q2 2021 | Q3 2023 | 9 |
Twin Tree Management, LP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 9 |
Qtron Investments LLC | 9 | 9 | 0.10% | 0.15% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
Bedel Financial Consulting, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
FRANKLIN RESOURCES INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
NWAM LLC | 9 | 9 | 0.02% | 0.48% | 3.87% | Q2 2018 | Q2 2020 | 9 |
OLD NATIONAL BANCORP /IN/ | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
GREENLEAF TRUST | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 9 |
Edge Wealth Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Strategic Global Advisors, LLC | 5 | 1 | 0.04% | 0.10% | 0.20% | Q3 2018 | Q1 2023 | 9 |
OPPENHEIMER & CO INC | 8 | 8 | 0.05% | 0.08% | 0.11% | Q2 2018 | Q1 2020 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.02% | 0.07% | Q1 2019 | Q2 2023 | 8 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.03% | 0.19% | 0.41% | Q4 2018 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.04% | 0.13% | Q4 2018 | Q2 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
DELPHI MANAGEMENT INC /MA/ | 6 | 1 | 0.82% | 1.22% | 1.44% | Q2 2018 | Q2 2023 | 8 |
Marshall Wace North America L.P. | 6 | 1 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q2 2021 | 8 |
World Asset Management Inc | 8 | 8 | 0.03% | 0.06% | 0.13% | Q2 2018 | Q1 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HALL LAURIE J TRUSTEE | 7 | 1 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q3 2020 | 8 |
Gradient Investments LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Holocene Advisors, LP | 3 | 1 | 0.01% | 0.13% | 0.40% | Q3 2020 | Q3 2023 | 8 |
Clarius Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
CHANNING GLOBAL ADVISORS, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 8 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.01% | 0.05% | 0.17% | Q2 2019 | Q2 2023 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
CITIZENS FINANCIAL GROUP INC/RI | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.01% | 0.11% | 0.21% | Q4 2019 | Q1 2023 | 8 |
FNY Investment Advisers, LLC | 3 | 1 | 0.13% | 0.68% | 1.64% | Q1 2020 | Q2 2022 | 7 |
FEDERATED HERMES, INC. | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2021 | 7 |
Balentine LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 7 |
Mount Yale Investment Advisors, LLC | 5 | 1 | 0.05% | 0.11% | 0.17% | Q3 2018 | Q3 2023 | 7 |
180 WEALTH ADVISORS, LLC | 5 | 2 | 0.04% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 7 |
Pendal Group Ltd | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
SRS Capital Advisors, Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
EAGLE ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 3 | 1 | 0.02% | 0.07% | 0.14% | Q2 2020 | Q1 2023 | 7 |
SeaCrest Wealth Management, LLC | 4 | 3 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q2 2022 | 7 |
FULTON BANK, N.A. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Bard Financial Services, Inc. | 7 | 7 | 0.03% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
TCI Wealth Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.05% | 0.13% | 0.20% | Q4 2018 | Q2 2023 | 7 |
Parkside Financial Bank & Trust | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PARK AVENUE SECURITIES LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
Arosa Capital Management LP | 4 | 1 | 0.09% | 1.04% | 1.79% | Q1 2020 | Q1 2023 | 7 |
MUFG Americas Holdings Corp | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Quadrature Capital Ltd | 2 | 1 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 7 |
BROWN ADVISORY INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Johnson Financial Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Analyst IMS Investment Management Services Ltd. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2022 | 7 |
Operose Advisors LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Focused Wealth Management, Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 7 |
BOKF, NA | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 7 |
Laurel Wealth Advisors, Inc. | 7 | 7 | 0.05% | 0.08% | 0.11% | Q2 2018 | Q4 2019 | 7 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q2 2020 | 7 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
TRUEWEALTH LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Inspire Advisors, LLC | 6 | 1 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 7 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q2 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.41% | 1.17% | Q1 2020 | Q3 2023 | 7 |
Employees Retirement System of Texas | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Majedie Asset Management Ltd | 7 | 7 | 0.45% | 0.81% | 1.89% | Q3 2019 | Q1 2021 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
OPTIMUM INVESTMENT ADVISORS | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 7 |
Sarasin & Partners LLP | 7 | 7 | 0.07% | 0.15% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Allianz Asset Management GmbH | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2022 | 6 |
A.R.T. Advisors, LLC | 3 | 3 | 0.04% | 0.06% | 0.11% | Q2 2018 | Q4 2019 | 6 |
KEYBANK NATIONAL ASSOCIATION/OH | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Sugarloaf Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Donoghue Forlines LLC | 5 | 1 | 0.13% | 0.26% | 0.38% | Q4 2021 | Q2 2023 | 6 |
CoreCommodity Management, LLC | 3 | 1 | 0.03% | 0.06% | 0.08% | Q3 2018 | Q3 2023 | 6 |
Capital World Investors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Dorsey Wright & Associates | 3 | 1 | 0.78% | 1.09% | 1.27% | Q3 2018 | Q4 2022 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.06% | 0.13% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.01% | 0.04% | 0.10% | Q1 2022 | Q2 2023 | 6 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 6 | 6 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q2 2020 | 6 |
Aquatic Capital Management LLC | 3 | 1 | 0.02% | 0.08% | 0.17% | Q4 2021 | Q3 2023 | 6 |
ALBION FINANCIAL GROUP /UT | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
JOHN G ULLMAN & ASSOCIATES INC | 6 | 6 | 0.18% | 0.53% | 0.89% | Q2 2022 | Q3 2023 | 6 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
HBK Sorce Advisory LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 0.12% | 0.32% | 0.52% | Q2 2018 | Q1 2023 | 6 |
Penserra Capital Management LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 6 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 6 |
REGENTATLANTIC CAPITAL LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q2 2020 | 6 |
Vise Technologies, Inc. | 6 | 6 | 0.09% | 0.12% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.01% | 0.06% | Q1 2021 | Q3 2023 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Banco Santander, S.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PRICE T ROWE ASSOCIATES INC /MD/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
Jump Financial, LLC | 3 | 1 | 0.04% | 0.14% | 0.23% | Q4 2020 | Q2 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
New England Research & Management, Inc. | 6 | 6 | 0.16% | 0.43% | 0.69% | Q2 2022 | Q3 2023 | 6 |
Princeton Global Asset Management LLC | 6 | 6 | 0.32% | 0.72% | 1.18% | Q4 2018 | Q1 2020 | 6 |
Boston Common Asset Management, LLC | 6 | 6 | 1.37% | 1.69% | 1.84% | Q2 2018 | Q3 2019 | 6 |
Winslow, Evans & Crocker, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 6 |
Manning & Napier Group, LLC | 4 | 2 | 0.01% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 6 |
Newbridge Financial Services Group, Inc. | 6 | 6 | 0.00% | 0.02% | 0.08% | Q3 2021 | Q4 2022 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Sandy Spring Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.03% | 0.11% | Q2 2018 | Q3 2022 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 1 | 0.11% | 0.22% | 0.37% | Q2 2018 | Q4 2022 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.01% | 0.12% | 0.24% | Q1 2020 | Q2 2021 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 6 |
Quantamental Technologies LLC | 3 | 1 | 0.01% | 0.20% | 0.52% | Q1 2019 | Q4 2022 | 6 |
SVB WEALTH LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Jefferies Group LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BBVA USA Bancshares, Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q1 2021 | 5 |
Bayesian Capital Management, LP | 4 | 1 | 0.04% | 0.11% | 0.18% | Q1 2020 | Q3 2023 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 5 |
Sowell Financial Services LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Calamos Wealth Management LLC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Freedom Investment Management, Inc. | 3 | 2 | 0.01% | 0.07% | 0.15% | Q2 2018 | Q3 2022 | 5 |
Deep Basin Capital LP | 3 | 2 | 1.30% | 2.21% | 3.96% | Q3 2019 | Q4 2020 | 5 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 5 |
Americana Partners, LLC | 5 | 5 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q1 2023 | 5 |
Centerpoint Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Avidian Wealth Solutions, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.05% | 0.11% | 0.22% | Q2 2021 | Q3 2023 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Vident Investment Advisory, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 5 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 5 |
WRAPMANAGER INC | 5 | 5 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q4 2022 | 5 |
Harvest Fund Management Co., Ltd | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q4 2023 | 5 |
Arjuna Capital | 5 | 5 | 0.82% | 1.09% | 1.29% | Q2 2018 | Q2 2019 | 5 |
Schechter Investment Advisors, LLC | 5 | 5 | 0.02% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Cornerstone Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Proficio Capital Partners LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q2 2019 | 5 |
Brookfield Asset Management | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2020 | 5 |
American Portfolios Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 5 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.27% | 0.37% | 0.52% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Quantinno Capital Management LP | 5 | 5 | 0.08% | 0.10% | 0.14% | Q3 2022 | Q3 2023 | 5 |
44 WEALTH MANAGEMENT LLC | 5 | 5 | 0.16% | 0.20% | 0.23% | Q4 2020 | Q4 2021 | 5 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Gladstone Institutional Advisory LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 5 | 0.07% | 0.12% | 0.15% | Q2 2022 | Q2 2023 | 5 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q4 2020 | 5 |
Private Ocean, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 5 |
SPX Gestao de Recursos Ltda | 2 | 1 | 0.02% | 0.60% | 1.17% | Q3 2020 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.24% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 4 |
Lenox Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Claro Advisors LLC | 3 | 1 | 0.03% | 0.07% | 0.08% | Q4 2018 | Q4 2022 | 4 |
Virtus ETF Advisers LLC | 4 | 4 | 0.42% | 0.57% | 0.63% | Q1 2020 | Q4 2020 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 4 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.06% | 0.15% | 0.23% | Q3 2018 | Q1 2020 | 4 |
Oak Grove Capital LLC | 4 | 4 | 2.59% | 2.99% | 3.33% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.08% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Paloma Partners Management Co | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2020 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
Lester Murray Antman dba SimplyRich | 4 | 4 | 0.11% | 0.15% | 0.18% | Q1 2019 | Q4 2019 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.08% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Nordwand Advisors, LLC | 4 | 4 | 0.24% | 0.36% | 0.59% | Q4 2022 | Q3 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Legacy Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Quantitative Investment Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q4 2019 | 4 |
Raub Brock Capital Management LP | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.30% | 1.07% | 1.58% | Q4 2022 | Q3 2023 | 4 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
WOLFF WIESE MAGANA LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 4 | 4 | 2.56% | 2.74% | 3.09% | Q4 2020 | Q3 2021 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VOYA INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
MERITAGE PORTFOLIO MANAGEMENT | 4 | 4 | 0.28% | 0.49% | 0.64% | Q2 2018 | Q1 2019 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.47% | 0.54% | 0.61% | Q1 2023 | Q4 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.35% | 0.40% | 0.47% | Q4 2022 | Q3 2023 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.19% | 0.27% | 0.33% | Q2 2018 | Q4 2022 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.21% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 4 |
AMP Capital Investors Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2020 | 4 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Seascape Capital Management | 4 | 4 | 1.30% | 1.43% | 1.64% | Q4 2022 | Q3 2023 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Bell Investment Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Westside Investment Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 4 |
Grove Bank & Trust | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Legacy Bridge, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Aspire Private Capital, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Royal Fund Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Prestige Wealth Management Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 3 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.17% | 0.27% | Q4 2021 | Q1 2023 | 3 |
DekaBank Deutsche Girozentrale | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
NATIONAL BANK OF CANADA /FI/ | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2018 | Q1 2019 | 3 |
SIR Capital Management, L.P. | 1 | 1 | 0.38% | 1.50% | 3.61% | Q2 2019 | Q2 2021 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 3 |
CSat Investment Advisory, L.P. | 2 | 1 | 0.01% | 0.08% | 0.12% | Q4 2019 | Q3 2020 | 3 |
Veritable, L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
PointState Capital LP | 2 | 1 | 0.23% | 0.62% | 0.90% | Q1 2022 | Q1 2023 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2018 | Q4 2018 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
TSP Capital Management Group, LLC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q2 2018 | Q4 2018 | 3 |
FORA Capital, LLC | 1 | 1 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q1 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Clear Creek Financial Management, LLC | 3 | 3 | 0.24% | 0.36% | 0.49% | Q3 2021 | Q1 2022 | 3 |
Caption Management, LLC | 3 | 3 | 0.01% | 0.07% | 0.10% | Q3 2022 | Q1 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
QP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.28% | 0.32% | 0.36% | Q1 2022 | Q3 2022 | 3 |
Corient Capital Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.08% | 0.14% | Q1 2019 | Q4 2020 | 3 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q4 2018 | 3 |
All Season Financial Advisors, Inc. | 3 | 3 | 0.15% | 0.20% | 0.27% | Q2 2021 | Q4 2021 | 3 |
TD ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
VIKING FUND MANAGEMENT LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q2 2020 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Halpern Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Shilanski & Associates, Inc. | 2 | 1 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q4 2022 | 3 |
One Capital Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Baker Ellis Asset Management LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q4 2018 | 3 |
Leucadia National | 2 | 1 | 0.02% | 0.47% | 1.11% | Q3 2018 | Q3 2023 | 3 |
Standard Family Office LLC | 2 | 1 | 0.01% | 0.13% | 0.24% | Q4 2021 | Q3 2022 | 3 |
Verdad Advisers, LP | 3 | 3 | 1.10% | 1.54% | 1.95% | Q1 2023 | Q3 2023 | 3 |
Credit Capital Investments LLC | 3 | 3 | 0.51% | 0.88% | 1.56% | Q3 2019 | Q1 2020 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
CastleArk Alternatives, LLC | 3 | 3 | 3.04% | 3.11% | 3.15% | Q2 2018 | Q4 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
One Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
Altshuler Shaham Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
CASTLEARK MANAGEMENT LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2018 | Q4 2018 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Redwood Investment Management, LLC | 2 | 1 | 0.09% | 0.13% | 0.15% | Q4 2019 | Q1 2022 | 3 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q4 2021 | 3 |
Vigilant Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 3 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
SAGE RHINO CAPITAL LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q4 2022 | 3 |
Triumph Capital Management | 3 | 3 | 0.19% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
NorthCoast Asset Management LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q2 2019 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q2 2023 | 3 |
FAYEZ SAROFIM & CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Sawyer & Company, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q4 2019 | 2 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Daiwa Securities Group Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Beck Bode, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q3 2022 | Q4 2022 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.07% | 0.46% | 0.85% | Q4 2022 | Q3 2023 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
MARIETTA INVESTMENT PARTNERS LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q3 2018 | 2 |
Parallax Volatility Advisers, L.P. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 2 |
LANSDOWNE PARTNERS (UK) LLP | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2020 | Q3 2020 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Virtus Family Office LLC | 2 | 2 | 5.66% | 6.09% | 6.52% | Q2 2023 | Q3 2023 | 2 |
LS Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 2 |
Zions Bancorporation | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Astrantus Ltd | 2 | 2 | 0.26% | 0.52% | 0.78% | Q4 2021 | Q1 2022 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.63% | 0.89% | 1.14% | Q2 2021 | Q1 2022 | 2 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 2 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q4 2018 | 2 |
Glen Harbor Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Venture Visionary Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Lourd Capital, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Meadow Creek Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Gunderson Capital Management Inc. | 2 | 2 | 6.10% | 7.84% | 9.58% | Q2 2022 | Q3 2022 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
BSW Wealth Partners | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DUNCKER STREETT & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.18% | 0.26% | 0.34% | Q2 2018 | Q3 2018 | 2 |
Ativo Capital Management LLC | 2 | 2 | 0.30% | 0.32% | 0.34% | Q3 2022 | Q4 2022 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q2 2019 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
SMITH ASSET MANAGEMENT GROUP LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 2 |
West Tower Group, LLC | 1 | 1 | 0.03% | 1.07% | 2.11% | Q1 2023 | Q3 2023 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.30% | 0.63% | 0.97% | Q1 2022 | Q2 2022 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 2 |
Smithfield Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Epoch Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Knuff & Co LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Atria Investments, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
MQS Management LLC | 1 | 1 | 0.16% | 0.33% | 0.50% | Q4 2021 | Q1 2023 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.34% | 1.79% | 3.25% | Q3 2020 | Q2 2021 | 2 |
Soros Fund Management | 1 | 1 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2020 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Capricorn Fund Managers Ltd | 2 | 2 | 0.30% | 0.33% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Elkfork Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Blue Rock Advisors, LLC | 2 | 2 | 0.53% | 0.85% | 1.18% | Q2 2018 | Q3 2018 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 0.76% | 1.26% | 1.77% | Q4 2021 | Q1 2022 | 2 |
Hollow Brook Wealth Management LLC | 2 | 2 | 0.79% | 0.84% | 0.88% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.15% | 0.21% | 0.26% | Q3 2018 | Q4 2018 | 2 |
S.E.E.D. Planning Group LLC | 1 | 1 | 0.09% | 0.09% | 0.10% | Q2 2022 | Q4 2022 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PEAK6 Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STANSBERRY ASSET MANAGEMENT, LLC | 2 | 2 | 0.68% | 0.84% | 0.99% | Q4 2022 | Q1 2023 | 2 |
Flinton Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.01% | 0.30% | 0.60% | Q4 2018 | Q1 2022 | 2 |
NEW YORK STATE COMMON RETIREMENT FUND | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 2 |
RMR Wealth Builders | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 2 |
StoneX Group Inc. | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Susquehanna International Securities, Ltd. | 2 | 2 | 0.29% | 0.36% | 0.42% | Q4 2022 | Q1 2023 | 2 |
FOSTER & MOTLEY INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 1.53% | 1.61% | 1.69% | Q2 2018 | Q3 2018 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Bristlecone Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.74% | 0.78% | 0.83% | Q2 2018 | Q3 2018 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.21% | 0.27% | 0.33% | Q3 2021 | Q1 2022 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2022 | Q1 2022 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAMBIAR INVESTORS LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2023 | Q3 2023 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ergoteles LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2018 | Q2 2018 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SAL Trading, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BARINGS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2020 | Q4 2020 | 1 |
BAR HARBOR WEALTH MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2022 | Q3 2022 | 1 |
WESTPAC BANKING CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NFJ INVESTMENT GROUP, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
NKCFO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 2.17% | 2.17% | 2.17% | Q2 2018 | Q2 2018 | 1 |
Energy Opportunities Capital Management, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2022 | Q4 2022 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Boston Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Leap Investments LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2021 | Q4 2021 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Aventail Capital Group, LP | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2022 | Q2 2022 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MCIA Inc | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
Ruggaard & Associates LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2021 | Q3 2021 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Prairie Sky Financial Group LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2019 | Q2 2019 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Covalis Capital LLP | 1 | 1 | 2.00% | 2.00% | 2.00% | Q4 2020 | Q4 2020 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GSB Wealth Management, LLC | 1 | 1 | 2.31% | 2.31% | 2.31% | Q2 2018 | Q2 2018 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2018 | Q2 2018 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2022 | Q2 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2022 | Q1 2022 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Merewether Investment Management, LP | 1 | 1 | 2.82% | 2.82% | 2.82% | Q3 2021 | Q3 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Firestone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Marks Group Wealth Management, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2018 | Q3 2018 | 1 |
Teilinger Capital Ltd. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2023 | Q1 2023 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own EQUINOR ASA or have owned EQUINOR ASA in the past.