Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 22 | 2 | 0.00% | 0.01% | 0.04% | Q1 2009 | Q3 2022 | 49 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q3 2023 | 48 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 44 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MEYER HANDELMAN CO | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 41 | 41 | 0.01% | 0.08% | 0.16% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Bank of New York Mellon Corp | 26 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 31 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Hardman Johnston Global Advisors LLC | 41 | 41 | 0.03% | 0.19% | 0.93% | Q2 2013 | Q2 2023 | 41 |
JNBA Financial Advisors | 21 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Laird Norton Wetherby Wealth Management, LLC | 36 | 5 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 41 |
JARISLOWSKY, FRASER Ltd | 40 | 40 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q1 2023 | 40 |
BROWN BROTHERS HARRIMAN & CO | 40 | 40 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2022 | 40 |
GEODE CAPITAL MANAGEMENT, LLC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 40 |
One Capital Management, LLC | 39 | 39 | 0.01% | 0.08% | 0.16% | Q1 2014 | Q3 2023 | 39 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 38 |
BLUESTEIN R H & CO LLC | 37 | 37 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2022 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
ATWOOD & PALMER INC | 24 | 11 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 35 |
SEARLE & CO. | 29 | 6 | 0.13% | 0.56% | 0.94% | Q4 2014 | Q3 2023 | 35 |
GLENMEDE TRUST CO NA | 20 | 5 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.04% | 0.09% | Q2 2015 | Q3 2023 | 34 |
Creative Planning | 22 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
EAGLE GLOBAL ADVISORS LLC | 33 | 33 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q2 2021 | 33 |
DEUTSCHE BANK AG\ | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2021 | 33 |
First Horizon Advisors, Inc. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 33 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 31 | 2 | 0.03% | 0.12% | 0.40% | Q2 2010 | Q4 2020 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 33 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 33 | 33 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2021 | 33 |
Neuberger Berman Group LLC | 25 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2021 | 32 |
STATE STREET CORP | 31 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 32 |
HighTower Advisors, LLC | 23 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 32 |
D. E. Shaw & Co., Inc. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 32 |
BANK OF MONTREAL /CAN/ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q4 2020 | 31 |
PINNACLE ASSOCIATES LTD | 27 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 31 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 30 |
MUFG Americas Holdings Corp | 30 | 30 | 0.00% | 0.01% | 0.05% | Q4 2010 | Q1 2018 | 30 |
ASSETMARK, INC | 22 | 3 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 19 | 11 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
TWO SIGMA INVESTMENTS, LP | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 29 |
FIRST TRUST ADVISORS LP | 19 | 2 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q2 2022 | 28 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 28 |
MACQUARIE GROUP LTD | 17 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Boston Partners | 21 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
STIFEL FINANCIAL CORP | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2022 | 27 |
TRUIST FINANCIAL CORP | 24 | 1 | 0.00% | 0.08% | 0.18% | Q2 2013 | Q2 2021 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 27 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 27 |
World Asset Management Inc | 27 | 27 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Renaissance Technologies | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 27 |
REILLY FINANCIAL ADVISORS, LLC | 26 | 26 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 26 |
HARTWELL J M LIMITED PARTNERSHIP | 26 | 26 | 0.09% | 0.14% | 0.19% | Q2 2013 | Q3 2019 | 26 |
NATIXIS ADVISORS, L.P. | 21 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 26 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 26 |
THORNBURG INVESTMENT MANAGEMENT INC | 17 | 9 | 0.05% | 0.26% | 0.55% | Q2 2013 | Q4 2020 | 26 |
FDx Advisors, Inc. | 13 | 1 | 0.01% | 0.08% | 0.45% | Q2 2013 | Q1 2022 | 26 |
BlackRock Inc. | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 25 |
KEYBANK NATIONAL ASSOCIATION/OH | 25 | 25 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q4 2018 | 25 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 25 |
FMR LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
America First Investment Advisors, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TODD ASSET MANAGEMENT LLC | 15 | 1 | 0.01% | 0.12% | 0.55% | Q1 2015 | Q3 2021 | 24 |
D.A. DAVIDSON & CO. | 24 | 24 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2019 | 24 |
Freedom Investment Management, Inc. | 24 | 24 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q3 2020 | 24 |
BESSEMER GROUP INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 24 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 23 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 24 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 23 | 23 | 0.08% | 0.36% | 1.16% | Q2 2013 | Q4 2018 | 23 |
HARDING LOEVNER LP | 23 | 23 | 0.04% | 0.84% | 1.20% | Q2 2013 | Q4 2018 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q4 2018 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
TRILLIUM ASSET MANAGEMENT, LLC | 22 | 1 | 0.01% | 0.07% | 0.31% | Q2 2013 | Q1 2019 | 23 |
CWM, LLC | 15 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
Sandy Spring Bank | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 23 |
Community Bank, N.A. | 20 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
FRANKLIN RESOURCES INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
GUARDIAN CAPITAL ADVISORS LP | 22 | 22 | 0.04% | 0.14% | 0.30% | Q2 2018 | Q3 2023 | 22 |
THOMAS WHITE INTERNATIONAL LTD | 19 | 3 | 0.00% | 0.11% | 0.81% | Q2 2013 | Q2 2019 | 22 |
HSBC HOLDINGS PLC | 13 | 9 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q4 2018 | 22 |
Winslow, Evans & Crocker, Inc. | 18 | 4 | 0.00% | 0.05% | 0.16% | Q4 2013 | Q1 2020 | 22 |
Hartford Financial Management Inc. | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
Covington Capital Management | 21 | 21 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2018 | 21 |
Vigilant Capital Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 21 |
LPL Financial LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 21 |
Compagnie Lombard Odier SCmA | 14 | 7 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2020 | 21 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Cornerstone Advisors, Inc. | 16 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2020 | 20 |
MARATHON ASSET MANAGEMENT LLP | 20 | 20 | 0.18% | 0.72% | 1.49% | Q2 2013 | Q1 2018 | 20 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 20 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q3 2018 | 19 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 19 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 19 | 19 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2017 | 19 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 15 | 1 | 0.08% | 0.17% | 0.22% | Q1 2015 | Q2 2021 | 19 |
M&T BANK CORP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2022 | 19 |
Carroll Financial Associates, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 19 |
ATLAS CAPITAL ADVISORS LLC | 18 | 1 | 0.01% | 0.09% | 0.22% | Q1 2018 | Q2 2023 | 19 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 18 |
PITCAIRN CO | 9 | 2 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2018 | 18 |
Yorktown Management & Research Co Inc | 18 | 18 | 0.04% | 0.07% | 0.10% | Q4 2014 | Q1 2019 | 18 |
Smithfield Trust Co | 15 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2020 | 18 |
Zions Bancorporation, N.A. | 13 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Frontier Wealth Management LLC | 18 | 18 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q3 2019 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2019 | 18 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.02% | 0.26% | 1.05% | Q4 2014 | Q2 2023 | 18 |
WASHINGTON TRUST BANK | 11 | 6 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 17 |
EATON VANCE MANAGEMENT | 10 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 17 |
Lester Murray Antman dba SimplyRich | 13 | 4 | 0.11% | 0.29% | 0.62% | Q4 2017 | Q1 2022 | 17 |
CAMBIAR INVESTORS LLC | 11 | 6 | 0.02% | 1.26% | 2.07% | Q1 2016 | Q2 2022 | 17 |
SEI INVESTMENTS CO | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 17 |
Kimelman & Baird, LLC | 9 | 1 | 0.06% | 0.11% | 0.13% | Q2 2015 | Q2 2021 | 17 |
Front Row Advisors LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2022 | 17 |
MANNING & NAPIER ADVISORS LLC | 17 | 17 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q2 2017 | 17 |
Ancora Advisors LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 17 |
Pacer Advisors, Inc. | 4 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q2 2017 | 17 |
CREDIT SUISSE AG/ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2022 | 17 |
Norman Fields, Gottscho Capital Management, LLC | 15 | 2 | 0.23% | 0.79% | 1.75% | Q2 2013 | Q1 2018 | 17 |
GHP Investment Advisors, Inc. | 7 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 17 |
BOKF, NA | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 17 |
VALLEY NATIONAL ADVISERS INC | 17 | 17 | 0.00% | 0.12% | 0.20% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 16 |
Glassman Wealth Services | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.00% | 0.02% | 0.13% | Q1 2017 | Q4 2022 | 16 |
BROWN ADVISORY INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2019 | 16 |
OLD NATIONAL BANCORP /IN/ | 9 | 3 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2021 | 16 |
Mariner, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 16 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
EQUITABLE TRUST CO | 15 | 15 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q4 2021 | 15 |
TORONTO DOMINION BANK | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2019 | 15 |
OFI Advisors LLC | 11 | 4 | 0.00% | 0.01% | 0.02% | Q3 2011 | Q3 2015 | 15 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2022 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
SUNTRUST BANKS INC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 15 |
Cutler Group LLC / CA | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2021 | 14 |
Calvert Investment Management, Inc. | 9 | 5 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q4 2016 | 14 |
RHUMBLINE ADVISERS | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 14 |
Endurance Wealth Management, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2016 | 14 |
ETRADE Capital Management LLC | 10 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2020 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2019 | 14 |
WealthTrust Axiom LLC | 13 | 1 | 0.08% | 0.09% | 0.11% | Q4 2013 | Q4 2017 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
Capital Research Global Investors | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 14 |
Clean Yield Group | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2020 | 14 |
People's United Financial, Inc. | 9 | 5 | 0.01% | 0.04% | 0.11% | Q1 2016 | Q1 2022 | 14 |
EP Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q1 2023 | 13 |
Coastal Bridge Advisors, LLC | 6 | 3 | 0.04% | 0.09% | 0.14% | Q1 2016 | Q4 2020 | 13 |
Ellevest, Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 13 |
JAMES INVESTMENT RESEARCH INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 13 | 0.00% | 0.06% | 0.12% | Q1 2017 | Q1 2020 | 13 |
Magellan Asset Management Ltd | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 13 |
RBF Capital, LLC | 13 | 13 | 0.04% | 0.16% | 0.35% | Q3 2019 | Q3 2022 | 13 |
Virtu KCG Holdings LLC | 6 | 1 | 0.01% | 0.04% | 0.19% | Q3 2013 | Q2 2017 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 13 |
Janney Montgomery Scott LLC | 7 | 6 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2022 | 13 |
TWO SIGMA ADVISERS, LP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 13 |
CIBC Asset Management Inc | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 13 |
Advisors Asset Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Proficio Capital Partners LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q4 2018 | 13 |
CIBC Private Wealth Group, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Independent Portfolio Consultants, Inc. | 12 | 12 | 0.01% | 0.08% | 0.15% | Q3 2014 | Q2 2017 | 12 |
BIEGEL & WALLER LLC | 12 | 12 | 0.15% | 0.21% | 0.26% | Q4 2016 | Q3 2019 | 12 |
EVOKE WEALTH, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 12 |
Ativo Capital Management LLC | 9 | 3 | 0.05% | 0.39% | 0.67% | Q2 2015 | Q3 2018 | 12 |
SRS Capital Advisors, Inc. | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 12 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.02% | 0.02% | Q3 2015 | Q2 2018 | 12 |
BLAIR WILLIAM & CO/IL | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 12 |
ClearBridge Investments | 10 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
EAGLE ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
SHINE INVESTMENT ADVISORY SERVICES INC | 7 | 5 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2020 | 12 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2021 | 12 |
FIDUCIARY MANAGEMENT INC /WI/ | 11 | 11 | 0.89% | 1.53% | 2.33% | Q1 2021 | Q3 2023 | 11 |
BlackRock Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
REGIONS FINANCIAL CORP | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2018 | 11 |
AMERICAN CENTURY COMPANIES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 11 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 9 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2021 | 11 |
Fragasso Group Inc. | 11 | 11 | 0.26% | 0.39% | 0.62% | Q1 2017 | Q3 2019 | 11 |
KEELEY ASSET MANAGEMENT CORP | 11 | 11 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2015 | 11 |
First Personal Financial Services | 6 | 1 | 0.00% | 0.10% | 1.07% | Q4 2014 | Q2 2019 | 11 |
BBVA USA Bancshares, Inc. | 11 | 11 | 0.02% | 0.07% | 0.11% | Q1 2016 | Q3 2018 | 11 |
BOSTON FINANCIAL MANGEMENT LLC | 11 | 11 | 0.16% | 0.22% | 0.32% | Q2 2013 | Q4 2015 | 11 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 10 | 1 | 0.14% | 0.24% | 0.26% | Q3 2013 | Q3 2018 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.02% | 0.11% | 0.18% | Q4 2016 | Q2 2019 | 11 |
PEAK6 Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 11 |
INTRUST BANK NA | 11 | 11 | 0.08% | 0.19% | 0.27% | Q1 2016 | Q3 2018 | 11 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
Cascade Investment Advisors, Inc. | 11 | 11 | 0.55% | 0.73% | 0.98% | Q4 2019 | Q2 2022 | 11 |
Marshall Wace North America L.P. | 6 | 2 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q4 2020 | 11 |
NAPLES GLOBAL ADVISORS, LLC | 11 | 11 | 0.04% | 0.06% | 0.06% | Q4 2019 | Q2 2022 | 11 |
Fiera Capital Corp | 10 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q1 2017 | 11 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q2 2023 | 11 |
Gleason Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 11 |
KANALY TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 10 |
Whitnell & Co. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 10 |
SYNOVUS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.12% | 0.20% | Q2 2013 | Q3 2022 | 10 |
JFS WEALTH ADVISORS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
Sequoia Financial Advisors, LLC | 9 | 1 | 0.02% | 0.03% | 0.09% | Q4 2015 | Q3 2018 | 10 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2017 | 10 |
Sterling Capital Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
TD ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 10 |
Tweedy, Browne Co LLC | 10 | 10 | 0.30% | 0.72% | 1.12% | Q1 2021 | Q2 2023 | 10 |
Timber Creek Capital Management LLC | 10 | 10 | 0.00% | 1.26% | 2.26% | Q1 2021 | Q2 2023 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2020 | 10 |
Veritable, L.P. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q1 2015 | 10 |
Gemmer Asset Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 10 |
RMB Capital Management, LLC | 4 | 3 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q4 2020 | 10 |
BAILARD, INC. | 9 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2021 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
CACTI ASSET MANAGEMENT LLC | 9 | 9 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q4 2023 | 9 |
CAPITAL ONE, NATIONAL ASSOCIATION | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
First PREMIER Bank | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Annapolis Financial Services, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Highmount Capital, LLC | 9 | 9 | 0.39% | 0.61% | 0.92% | Q2 2013 | Q2 2015 | 9 |
GUGGENHEIM CAPITAL LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 9 |
Legacy Wealth Asset Management, LLC | 7 | 2 | 0.15% | 0.32% | 0.65% | Q1 2021 | Q2 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 9 |
SVB WEALTH LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2016 | 9 |
Lombard Odier & Cie (Canada), Limited Partnership | 9 | 9 | 0.22% | 1.15% | 1.67% | Q3 2014 | Q3 2016 | 9 |
A.R.T. Advisors, LLC | 5 | 1 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q4 2019 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2015 | 9 |
PEAK6 Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Prestige Wealth Management Group LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 9 |
PZENA INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.89% | 1.41% | 1.84% | Q3 2021 | Q3 2023 | 9 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
GREENLEAF TRUST | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2022 | 8 |
TOMPKINS FINANCIAL CORP | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2023 | 8 |
SeaCrest Wealth Management, LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2022 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.00% | 0.04% | 0.05% | Q1 2016 | Q1 2018 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 5 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 8 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q1 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q4 2022 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q3 2018 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
WHITTIER TRUST CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2022 | 8 |
Allworth Financial LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.17% | 0.27% | 0.34% | Q4 2014 | Q3 2016 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 8 |
BNP Paribas Asset Management Holding S.A. | 8 | 8 | 0.05% | 0.10% | 0.12% | Q4 2018 | Q3 2020 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Cerity Partners LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 8 |
NOESIS CAPITAL MANGEMENT CORP | 8 | 8 | 0.27% | 0.36% | 0.42% | Q2 2013 | Q1 2015 | 8 |
MAI Capital Management | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
HOWE & RUSLING INC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2017 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 8 |
WULFF, HANSEN & CO. | 8 | 8 | 0.26% | 0.38% | 0.47% | Q4 2021 | Q3 2023 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
OXFORD ASSET MANAGEMENT LLP | 4 | 3 | 0.01% | 0.05% | 0.10% | Q3 2013 | Q1 2018 | 7 |
DODGE & COX | 7 | 7 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.06% | 0.10% | Q4 2017 | Q2 2019 | 7 |
GENESEE VALLEY TRUST CO | 7 | 7 | 0.09% | 0.17% | 0.22% | Q1 2016 | Q3 2017 | 7 |
Allianz Asset Management GmbH | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
DC Investments Management, LLC | 4 | 3 | 0.11% | 0.55% | 1.64% | Q4 2017 | Q4 2020 | 7 |
CAPITAL GUARDIAN TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 7 |
Ethic Inc. | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
WRAPMANAGER INC | 7 | 7 | 0.11% | 0.12% | 0.13% | Q1 2016 | Q3 2017 | 7 |
WEST CHESTER CAPITAL ADVISORS, INC | 7 | 7 | 0.16% | 0.25% | 0.41% | Q2 2013 | Q4 2014 | 7 |
SIMPLEX TRADING, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
LEUTHOLD GROUP, LLC | 7 | 7 | 0.24% | 0.34% | 0.43% | Q1 2020 | Q3 2021 | 7 |
Russell Investments Group, Ltd. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Column Capital Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
SHIKIAR ASSET MANAGEMENT INC | 7 | 7 | 0.10% | 0.13% | 0.17% | Q1 2016 | Q3 2017 | 7 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 7 |
Moloney Securities Asset Management, LLC | 6 | 1 | 0.07% | 0.10% | 0.12% | Q2 2017 | Q1 2019 | 7 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Lenox Wealth Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 7 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
DCF Advisers, LLC | 6 | 6 | 0.70% | 1.24% | 1.61% | Q4 2019 | Q1 2021 | 6 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2022 | 6 |
ADVISOR PARTNERS LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Sivik Global Healthcare LLC | 3 | 1 | 0.68% | 1.03% | 1.95% | Q3 2016 | Q1 2021 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
YOUSIF CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
TELEMUS CAPITAL, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q3 2017 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 6 |
BOSTON PRIVATE BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
TD Waterhouse Canada Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Steward Partners Investment Advisory, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2020 | 6 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.03% | 0.06% | 0.12% | Q1 2017 | Q3 2022 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 6 | 6 | 0.04% | 0.11% | 0.14% | Q2 2020 | Q3 2021 | 6 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.14% | 0.25% | Q4 2018 | Q1 2023 | 6 |
Nuveen Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q2 2014 | 6 |
First Trust Direct Indexing L.P. | 5 | 1 | 0.01% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 6 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2018 | 6 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2015 | 6 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 6 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q2 2022 | 6 |
Israel Discount Bank of New York | 3 | 3 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q1 2019 | 6 |
Riverwater Partners LLC | 4 | 1 | 0.20% | 0.25% | 0.29% | Q4 2021 | Q4 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Koss-Olinger Consulting, LLC | 5 | 1 | 0.04% | 0.18% | 0.27% | Q3 2021 | Q3 2023 | 6 |
Ashburton (Jersey) Ltd | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2020 | 6 |
FARMERS & MERCHANTS INVESTMENTS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Destination Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Mirae Asset Global Investments Co., Ltd. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2018 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
D'Orazio & Associates, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 5 |
GUARDIAN CAPITAL LP | 5 | 5 | 0.13% | 0.17% | 0.20% | Q3 2017 | Q3 2018 | 5 |
Checchi Capital Advisers, LLC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q3 2018 | 5 |
Bell Investment Advisors, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Optiver Holding B.V. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Balentine LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Parkside Financial Bank & Trust | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 5 |
Atria Investments, Inc | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2018 | 5 |
Simplicity Solutions, LLC | 5 | 5 | 0.02% | 0.06% | 0.17% | Q4 2016 | Q4 2017 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.04% | 0.07% | 0.12% | Q4 2020 | Q1 2023 | 5 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 5 |
Altium Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q2 2022 | 5 |
VONTOBEL ASSET MANAGEMENT INC | 5 | 5 | 0.18% | 0.25% | 0.32% | Q3 2014 | Q3 2015 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 5 | 5 | 0.14% | 0.29% | 0.36% | Q3 2019 | Q3 2020 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2021 | 5 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
abrdn plc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Pinnacle Bancorp, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2022 | 5 |
Snowden Capital Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q2 2023 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 5 |
Vanguard Personalized Indexing Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Quantinno Capital Management LP | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
HARBOUR INVESTMENTS, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
HANCOCK WHITNEY CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CENTRAL TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2018 | 4 |
Convergence Investment Partners, LLC | 3 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q1 2018 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2020 | Q4 2020 | 4 |
HARBOR INVESTMENT ADVISORY, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 4 |
1834 INVESTMENT ADVISORS CO | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q1 2014 | 4 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 4 |
ALTFEST L J & CO INC | 4 | 4 | 0.06% | 0.06% | 0.08% | Q2 2020 | Q1 2021 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.20% | 0.21% | 0.23% | Q4 2017 | Q3 2018 | 4 |
MML INVESTORS SERVICES, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Morningstar Investment Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
First Light Asset Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
PUTNAM INVESTMENTS LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
BELLEVUE ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
NumerixS Investment Technologies Inc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2020 | 4 |
Calamos Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Acrospire Investment Management LLC | 4 | 4 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q2 2017 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2022 | 4 |
Uncommon Cents Investing LLC | 4 | 4 | 0.07% | 0.17% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PRENTISS SMITH & CO INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
FULTON BANK, N.A. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2019 | 4 |
CoreFirst Bank & Trust | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2021 | 4 |
AMG National Trust Bank | 4 | 4 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q2 2022 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
FORA Capital, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 4 |
SCOTIA CAPITAL INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 1 | 0.04% | 0.44% | 1.33% | Q1 2014 | Q1 2015 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2014 | Q2 2015 | 4 |
STERNE AGEE GROUP, INC. | 3 | 1 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q1 2015 | 4 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 4 |
Tyler-Stone Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Mork Capital Management, LLC | 4 | 4 | 0.65% | 0.84% | 0.95% | Q4 2022 | Q3 2023 | 4 |
FINANCIAL COUNSELORS INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 4 |
BAHL & GAYNOR INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PRICE T ROWE ASSOCIATES INC /MD/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Liberty Mutual Group Asset Management Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 3 |
PITTENGER & ANDERSON INC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q1 2016 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q4 2019 | 3 |
ROPES WEALTH ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
CAPITAL INSIGHT PARTNERS, LLC | 3 | 3 | 0.40% | 0.43% | 0.49% | Q4 2021 | Q2 2022 | 3 |
Hillsdale Investment Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Tidal Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 3 |
West Family Investments, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2014 | 3 |
Quantamental Technologies LLC | 3 | 3 | 0.39% | 1.38% | 3.06% | Q2 2020 | Q4 2020 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Capricorn Fund Managers Ltd | 3 | 3 | 0.39% | 0.73% | 1.37% | Q4 2022 | Q2 2023 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 3 |
Gallacher Capital Management LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q2 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Goodwin Investment Advisory | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 3 |
ADVISOR PARTNERS II, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.07% | 0.13% | Q4 2021 | Q3 2022 | 3 |
COLONY GROUP LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 3 |
Roundview Capital LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q4 2017 | 3 |
Edge Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.06% | 0.10% | Q1 2018 | Q1 2019 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Quilter Plc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Forum Financial Management, LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Nelson Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Employees Retirement System of Texas | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Lee Financial Co | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q2 2018 | 3 |
Geneos Wealth Management Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
IFG Advisory, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 3 |
RENAISSANCE GROUP LLC | 3 | 3 | 0.42% | 0.55% | 0.61% | Q3 2018 | Q1 2019 | 3 |
Harrington Investments, INC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Redwood Investment Management, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q3 2021 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 3 |
HBK Sorce Advisory LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 3 |
MARIETTA INVESTMENT PARTNERS LLC | 3 | 3 | 0.20% | 0.23% | 0.26% | Q1 2016 | Q3 2016 | 3 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 3 |
CITY HOLDING CO | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2017 | 3 |
Schubert & Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q1 2017 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 3 |
Sendero Wealth Management, LLC | 3 | 3 | 0.17% | 0.22% | 0.30% | Q4 2021 | Q2 2022 | 3 |
FIRST NATIONAL BANK OF OMAHA | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Settian Capital LP | 2 | 2 | 0.73% | 0.76% | 0.80% | Q2 2023 | Q3 2023 | 2 |
GRATRY & Co LLC | 2 | 2 | 1.14% | 1.17% | 1.20% | Q4 2017 | Q1 2018 | 2 |
XY Capital Ltd | 2 | 2 | 0.35% | 0.78% | 1.22% | Q4 2022 | Q1 2023 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q2 2019 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.06% | 0.09% | Q4 2013 | Q3 2023 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Interchange Capital Partners, LLC | 1 | 1 | 0.12% | 0.18% | 0.24% | Q1 2021 | Q1 2022 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Epoch Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q4 2009 | Q1 2010 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.11% | 0.15% | 0.18% | Q2 2018 | Q3 2018 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 2 |
NEW YORK STATE COMMON RETIREMENT FUND | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Oakworth Capital, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 2 |
CIDEL ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q2 2022 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2016 | Q4 2016 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q1 2020 | 2 |
COMMERCE BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 2 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.24% | 0.27% | 0.30% | Q4 2019 | Q3 2022 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Sustainable Insight Capital Management, LLC | 2 | 2 | 0.16% | 0.57% | 0.98% | Q3 2018 | Q4 2018 | 2 |
BRINKER CAPITAL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
JANUS HENDERSON INVESTORS US LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q2 2021 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.23% | 0.24% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2014 | Q2 2014 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Quantum Private Wealth, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q1 2023 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Airain ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2017 | 2 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q4 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
swisspartners Advisors Ltd | 2 | 2 | 1.19% | 1.22% | 1.25% | Q1 2021 | Q2 2021 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
EULAV Asset Management | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2013 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 2 |
StoneX Group Inc. | 2 | 2 | 0.04% | 0.14% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2020 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Shay Capital LLC | 2 | 2 | 0.23% | 0.24% | 0.26% | Q2 2022 | Q3 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
ALLIANCEBERNSTEIN L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Centiva Capital, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Susquehanna International Securities, Ltd. | 2 | 2 | 0.23% | 0.27% | 0.30% | Q1 2020 | Q2 2020 | 2 |
ArrowMark Colorado Holdings LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Bray Capital Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Arden Trust Co | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q2 2020 | 2 |
COERENTE CAPITAL MANAGEMENT | 2 | 2 | 0.05% | 0.46% | 0.87% | Q1 2021 | Q2 2021 | 2 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
MILLIE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Cognios Capital, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
FRANKLIN STREET ADVISORS INC /NC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
XTX Topco Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2012 | Q3 2012 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BRANDES INVESTMENT PARTNERS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2013 | Q3 2013 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
IBERIABANK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Granahan Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ING GROEP NV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Ruane, Cunniff & Goldfarb | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CIBC BANK USA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2013 | Q2 2013 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2018 | Q1 2018 | 1 |
Arbor Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2016 | Q4 2016 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Rossmore Private Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Alan B Lancz & Associates, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
RUSSELL FRANK CO/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2020 | Q2 2020 | 1 |
C WorldWide Group Holding A/S | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CLIFFORD CAPITAL PARTNERS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
One68 Global Capital, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2019 | Q1 2019 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cornerstone Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q2 2013 | Q2 2013 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Arlington Partners 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 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
COMPTON CAPITAL MANAGEMENT INC /RI | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2013 | Q2 2013 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2019 | Q2 2019 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Forward Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2016 | Q4 2016 | 1 |
Intersect Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own FRESENIUS MED CARE AG&CO KGA or have owned FRESENIUS MED CARE AG&CO KGA in the past.