Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 124 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 108 |
Parallax Volatility Advisers, L.P. | 39 | 39 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q4 2022 | 104 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 104 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.05% | 0.38% | Q2 2013 | Q3 2023 | 98 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 98 |
Citadel Advisors | 29 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 95 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q3 2023 | 87 |
Twin Tree Management, LP | 11 | 1 | 0.00% | 0.08% | 0.59% | Q4 2012 | Q4 2022 | 68 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 67 |
WOLVERINE TRADING, LLC | 11 | 1 | 0.00% | 0.01% | 0.08% | Q2 2016 | Q3 2023 | 67 |
JANE STREET GROUP, LLC | 21 | 1 | 0.00% | 0.01% | 0.09% | Q2 2015 | Q3 2023 | 66 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.04% | 0.29% | Q3 2018 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.01% | 0.03% | Q1 2009 | Q3 2023 | 59 |
D. E. Shaw & Co., Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 58 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 57 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.07% | 0.30% | Q2 2013 | Q2 2018 | 56 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 53 |
HAP Trading, LLC | 21 | 1 | 0.00% | 0.02% | 0.23% | Q3 2013 | Q4 2022 | 52 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.02% | 0.04% | Q4 2010 | Q3 2022 | 48 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 47 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 46 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 45 |
M&R CAPITAL MANAGEMENT INC | 43 | 43 | 0.00% | 0.10% | 0.27% | Q2 2013 | Q4 2023 | 43 |
SIGNATUREFD, LLC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 43 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 43 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 23 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
SeaBridge Investment Advisors LLC | 42 | 42 | 0.07% | 0.37% | 0.83% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.00% | 0.12% | 0.30% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.06% | 0.24% | 0.45% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 42 | 42 | 0.00% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
KARPAS STRATEGIES, LLC | 42 | 42 | 0.24% | 0.48% | 0.86% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.08% | 0.21% | 0.40% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.03% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TORONTO DOMINION BANK | 39 | 3 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 25 | 16 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
CIBC WORLD MARKET INC. | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Invesco Ltd. | 29 | 12 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
D.A. DAVIDSON & CO. | 26 | 15 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 41 |
Fisher Asset Management, LLC | 37 | 4 | 0.00% | 0.67% | 1.67% | Q2 2013 | Q3 2023 | 41 |
Spot Trading L.L.C | 11 | 4 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q1 2017 | 41 |
First Horizon Advisors, Inc. | 32 | 9 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 41 |
Rehmann Capital Advisory Group | 27 | 14 | 0.02% | 0.10% | 0.29% | Q2 2009 | Q3 2019 | 41 |
Manatuck Hill Partners, LLC | 31 | 10 | 0.65% | 1.62% | 2.90% | Q2 2013 | Q3 2023 | 41 |
GABELLI FUNDS LLC | 37 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2023 | 41 |
CREDIT SUISSE AG/ | 40 | 40 | 0.00% | 0.02% | 0.07% | Q1 2013 | Q4 2022 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.04% | 0.12% | 0.31% | Q4 2013 | Q3 2023 | 40 |
STATE STREET CORP | 25 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 39 |
ADIRONDACK TRUST CO | 39 | 39 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 39 |
Morningstar Investment Services LLC | 17 | 11 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q4 2022 | 39 |
Tower Research Capital LLC (TRC) | 15 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
FRANKLIN RESOURCES INC | 25 | 13 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 38 |
GUGGENHEIM CAPITAL LLC | 36 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 38 |
SCOTIA CAPITAL INC. | 29 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2023 | 38 |
Mirae Asset Global Investments Co., Ltd. | 23 | 3 | 0.00% | 0.02% | 0.13% | Q4 2011 | Q1 2022 | 38 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 35 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 38 |
Renaissance Technologies | 25 | 3 | 0.00% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 37 |
Advisors Asset Management, Inc. | 32 | 5 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 37 |
Private Advisor Group, LLC | 37 | 37 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
EATON VANCE MANAGEMENT | 36 | 36 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q1 2022 | 36 |
CLEAR STREET MARKETS LLC | 9 | 1 | 0.00% | 0.05% | 0.20% | Q1 2014 | Q3 2023 | 35 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q2 2021 | 35 |
Neuberger Berman Group LLC | 28 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
BESSEMER GROUP INC | 24 | 1 | 0.00% | 0.19% | 0.83% | Q2 2013 | Q3 2023 | 35 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.09% | 0.34% | Q2 2013 | Q3 2023 | 35 |
Cordasco Financial Network | 35 | 35 | 0.00% | 0.34% | 1.84% | Q4 2013 | Q2 2022 | 35 |
BLUESTEIN R H & CO LLC | 27 | 8 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2022 | 35 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
GEODE CAPITAL MANAGEMENT, LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
SG Americas Securities, LLC | 33 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2022 | 35 |
SEI INVESTMENTS CO | 23 | 12 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 35 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.11% | 0.27% | Q2 2015 | Q3 2023 | 34 |
ADVISOR PARTNERS LLC | 21 | 2 | 0.08% | 0.19% | 0.51% | Q2 2013 | Q2 2022 | 34 |
AMERICAN NATIONAL INSURANCE CO | 34 | 34 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2021 | 34 |
Cambridge Investment Research Advisors, Inc. | 14 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 34 |
Baldwin Investment Management, LLC | 27 | 1 | 0.04% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 34 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2021 | 34 |
Tweedy, Browne Co LLC | 34 | 34 | 0.03% | 0.17% | 0.24% | Q2 2013 | Q3 2021 | 34 |
FARMERS & MERCHANTS INVESTMENTS INC | 32 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 33 |
Carroll Financial Associates, Inc. | 23 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 32 |
CULLEN/FROST BANKERS, INC. | 23 | 9 | 0.00% | 0.10% | 0.55% | Q2 2013 | Q3 2023 | 32 |
KEYBANK NATIONAL ASSOCIATION/OH | 29 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 32 |
BlackRock Inc. | 28 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Gradient Investments LLC | 29 | 1 | 0.00% | 0.03% | 0.12% | Q1 2014 | Q3 2023 | 32 |
Moors & Cabot, Inc. | 26 | 1 | 0.00% | 0.07% | 0.14% | Q1 2014 | Q3 2023 | 32 |
BRANDES INVESTMENT PARTNERS, LP | 29 | 3 | 0.02% | 0.66% | 1.23% | Q4 2012 | Q3 2023 | 32 |
NOMURA HOLDINGS INC | 6 | 1 | 0.00% | 0.04% | 0.26% | Q1 2013 | Q1 2023 | 31 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
VALLEY NATIONAL ADVISERS INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.06% | 0.28% | 0.43% | Q2 2013 | Q4 2020 | 31 |
JFS WEALTH ADVISORS, LLC | 23 | 8 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Intersect Capital LLC | 31 | 31 | 0.06% | 0.32% | 0.55% | Q4 2014 | Q2 2022 | 31 |
GUARDIAN CAPITAL ADVISORS LP | 31 | 31 | 0.50% | 1.02% | 1.38% | Q2 2013 | Q4 2020 | 31 |
American Assets Investment Management, LLC | 30 | 30 | 0.54% | 0.67% | 0.91% | Q2 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 15 | 5 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 30 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 29 | 1 | 0.02% | 0.30% | 0.72% | Q2 2013 | Q1 2021 | 30 |
Dorsey & Whitney Trust CO LLC | 15 | 3 | 0.02% | 0.05% | 0.10% | Q3 2013 | Q3 2023 | 30 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.03% | 0.17% | Q2 2016 | Q3 2023 | 30 |
LOGAN CAPITAL MANAGEMENT INC | 29 | 29 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q2 2020 | 29 |
PINNACLE ASSOCIATES LTD | 29 | 29 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2020 | 29 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q4 2022 | 29 |
BROWN ADVISORY INC | 29 | 29 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q2 2020 | 29 |
Plante Moran Financial Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q3 2023 | 29 |
FDx Advisors, Inc. | 28 | 1 | 0.01% | 0.09% | 0.46% | Q2 2013 | Q2 2023 | 29 |
People's United Financial, Inc. | 28 | 28 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q1 2020 | 28 |
BROWN BROTHERS HARRIMAN & CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2023 | 28 |
NOESIS CAPITAL MANGEMENT CORP | 28 | 28 | 2.02% | 2.87% | 4.16% | Q2 2013 | Q1 2020 | 28 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 28 | 28 | 0.00% | 0.09% | 0.25% | Q2 2013 | Q1 2020 | 28 |
ETRADE Capital Management LLC | 28 | 28 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q1 2020 | 28 |
Cubist Systematic Strategies, LLC | 15 | 1 | 0.00% | 0.04% | 0.20% | Q2 2014 | Q2 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.07% | 0.29% | 0.48% | Q2 2013 | Q1 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Johnson Financial Group, Inc. | 24 | 4 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q2 2020 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 28 |
Bogart Wealth, LLC | 28 | 28 | 0.00% | 0.44% | 1.54% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 28 | 28 | 1.13% | 6.40% | 18.43% | Q2 2013 | Q1 2020 | 28 |
TRUST CO OF VERMONT | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 28 |
J.P. Morgan Private Wealth Advisors LLC | 28 | 28 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2020 | 28 |
Cornerstone Advisors, Inc. | 24 | 4 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2020 | 28 |
Allworth Financial LP | 24 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 28 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.36% | 1.55% | Q2 2013 | Q1 2020 | 28 |
Segantii Capital Management Ltd | 15 | 1 | 0.13% | 5.90% | 19.75% | Q3 2014 | Q2 2022 | 27 |
CenterStar Asset Management, LLC | 6 | 1 | 0.00% | 0.06% | 0.47% | Q4 2017 | Q4 2022 | 27 |
Cullen Capital Management, LLC | 27 | 27 | 0.29% | 1.74% | 2.57% | Q2 2013 | Q4 2019 | 27 |
Winslow, Evans & Crocker, Inc. | 27 | 27 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q2 2020 | 27 |
GREENLEAF TRUST | 14 | 13 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
STEPHENS INC /AR/ | 27 | 27 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q4 2019 | 27 |
BOKF, NA | 15 | 1 | 0.00% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 27 | 27 | 1.05% | 1.96% | 2.45% | Q2 2013 | Q4 2019 | 27 |
CWM, LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 27 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 26 | 26 | 0.01% | 0.05% | 0.15% | Q3 2013 | Q4 2019 | 26 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 26 | 26 | 1.32% | 2.12% | 3.16% | Q2 2013 | Q3 2019 | 26 |
HSBC HOLDINGS PLC | 17 | 9 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q4 2018 | 26 |
SYNOVUS FINANCIAL CORP | 16 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2019 | 26 |
TD ASSET MANAGEMENT INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.16% | 0.30% | 0.51% | Q3 2016 | Q3 2023 | 26 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q1 2023 | 26 |
SIT INVESTMENT ASSOCIATES INC | 18 | 1 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2020 | 26 |
SOL Capital Management CO | 15 | 11 | 0.05% | 0.10% | 0.15% | Q2 2013 | Q4 2019 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
WATERS PARKERSON & CO., LLC | 16 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 26 |
Nelson Capital Management, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 25 |
INTRUST BANK NA | 23 | 2 | 0.09% | 0.22% | 0.36% | Q2 2013 | Q2 2020 | 25 |
Global Retirement Partners, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
ASSETMARK, INC | 24 | 1 | 0.00% | 0.05% | 0.23% | Q2 2015 | Q3 2023 | 25 |
TODD ASSET MANAGEMENT LLC | 21 | 4 | 0.02% | 0.10% | 0.44% | Q2 2013 | Q1 2020 | 25 |
Susquehanna International Securities, Ltd. | 10 | 1 | 0.21% | 3.38% | 9.00% | Q4 2018 | Q2 2023 | 25 |
PARK CIRCLE Co | 24 | 24 | 0.42% | 2.71% | 6.65% | Q1 2014 | Q4 2019 | 24 |
Mariner, LLC | 11 | 5 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 24 |
GROUP ONE TRADING, L.P. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 24 |
ROPES WEALTH ADVISORS LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2020 | 24 |
CIBC Private Wealth Group, LLC | 12 | 12 | 0.00% | 0.02% | 0.11% | Q3 2017 | Q3 2023 | 24 |
Investors Research Corp | 24 | 24 | 0.08% | 0.16% | 0.33% | Q4 2017 | Q3 2023 | 24 |
Boston Common Asset Management, LLC | 15 | 9 | 0.01% | 0.32% | 0.63% | Q2 2013 | Q1 2020 | 24 |
FAYEZ SAROFIM & CO | 23 | 1 | 0.00% | 0.14% | 0.81% | Q2 2013 | Q2 2019 | 24 |
BTC Capital Management, Inc. | 22 | 2 | 0.04% | 0.08% | 0.14% | Q3 2014 | Q3 2020 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Asset Dedication, LLC | 18 | 5 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 23 |
American Trust Investment Advisors, LLC | 13 | 1 | 0.18% | 0.25% | 0.35% | Q4 2015 | Q3 2023 | 23 |
CAMBIAR INVESTORS LLC | 23 | 23 | 0.68% | 2.98% | 4.48% | Q3 2014 | Q1 2020 | 23 |
Verition Fund Management LLC | 13 | 1 | 0.00% | 0.21% | 1.47% | Q4 2013 | Q4 2022 | 23 |
Sutton Wealth Advisors Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 23 |
LAKE STREET ADVISORS GROUP, LLC | 12 | 11 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 23 |
KLINGENSTEIN FIELDS & CO LP | 12 | 1 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q4 2019 | 23 |
FEDERATED HERMES, INC. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2021 | 23 |
NISA INVESTMENT ADVISORS, LLC | 21 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 23 |
Opus Capital Group, LLC | 22 | 22 | 0.02% | 0.06% | 0.12% | Q4 2013 | Q1 2019 | 22 |
Jefferies Group LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 22 |
Strategic Financial Services, Inc, | 22 | 22 | 0.48% | 0.73% | 1.02% | Q2 2013 | Q3 2018 | 22 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 22 |
BBVA USA Bancshares, Inc. | 22 | 22 | 0.02% | 0.09% | 0.15% | Q4 2014 | Q1 2020 | 22 |
AFAM CAPITAL, INC. | 22 | 22 | 0.20% | 0.27% | 0.34% | Q2 2013 | Q3 2018 | 22 |
Caprock Group, LLC | 17 | 2 | 0.02% | 0.10% | 0.26% | Q1 2016 | Q3 2023 | 22 |
Lenox Wealth Advisors, LLC | 14 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2021 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Capital Research Global Investors | 22 | 22 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2018 | 22 |
SRS Capital Advisors, Inc. | 9 | 4 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 22 |
CENTRAL TRUST Co | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 22 |
CHICKASAW CAPITAL MANAGEMENT LLC | 22 | 22 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2018 | 22 |
Rockefeller Capital Management L.P. | 19 | 2 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 21 |
OLD MISSION CAPITAL LLC | 8 | 1 | 0.02% | 0.38% | 0.99% | Q4 2014 | Q2 2023 | 21 |
Grantham, Mayo, Van Otterloo & Co. LLC | 15 | 6 | 0.01% | 0.04% | 0.16% | Q2 2016 | Q3 2023 | 21 |
First PREMIER Bank | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.13% | 1.15% | Q3 2013 | Q2 2023 | 21 |
Front Row Advisors LLC | 13 | 4 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 21 |
LEVEL FOUR ADVISORY SERVICES, LLC | 21 | 21 | 0.02% | 0.10% | 0.36% | Q3 2018 | Q3 2023 | 21 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 21 |
Ipswich Investment Management Co., Inc. | 13 | 2 | 0.09% | 0.19% | 0.31% | Q2 2013 | Q1 2020 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2018 | 21 |
AR ASSET MANAGEMENT INC | 21 | 21 | 0.17% | 0.26% | 0.36% | Q2 2013 | Q2 2018 | 21 |
Forward Management, LLC | 21 | 21 | 0.00% | 0.23% | 0.58% | Q2 2013 | Q2 2018 | 21 |
MERIDIAN INVESTMENT COUNSEL INC. | 11 | 10 | 0.12% | 0.23% | 0.68% | Q4 2013 | Q1 2019 | 21 |
INTEGRAL DERIVATIVES, LLC | 5 | 1 | 0.00% | 0.05% | 0.78% | Q4 2013 | Q3 2017 | 21 |
WEDBUSH SECURITIES INC | 11 | 10 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 21 |
JONES FINANCIAL COMPANIES LLLP | 20 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 21 |
GOFEN & GLOSSBERG LLC /IL/ | 21 | 21 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q2 2018 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2019 | 21 |
FIRST TRUST ADVISORS LP | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2023 | 21 |
BRADLEY FOSTER & SARGENT INC/CT | 10 | 10 | 0.01% | 0.15% | 0.50% | Q3 2013 | Q2 2019 | 20 |
Archford Capital Strategies, LLC | 13 | 1 | 0.00% | 0.04% | 0.18% | Q1 2014 | Q1 2020 | 20 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.02% | 0.13% | Q2 2015 | Q1 2023 | 20 |
Creegan & Nassoura Financial Group, LLC | 12 | 8 | 0.81% | 1.62% | 2.55% | Q4 2014 | Q3 2022 | 20 |
Parkside Financial Bank & Trust | 18 | 2 | 0.06% | 0.09% | 0.13% | Q2 2014 | Q4 2019 | 20 |
Cetera Investment Advisers | 17 | 3 | 0.00% | 0.06% | 0.17% | Q1 2016 | Q3 2023 | 20 |
Bollard Group LLC | 19 | 1 | 0.00% | 0.07% | 0.10% | Q4 2014 | Q2 2023 | 20 |
HARDING LOEVNER LP | 20 | 20 | 0.00% | 0.38% | 0.83% | Q3 2015 | Q2 2020 | 20 |
MML INVESTORS SERVICES, LLC | 12 | 8 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 20 |
Kistler-Tiffany Companies, LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Patriot Financial Group Insurance Agency, LLC | 10 | 4 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.56% | 0.83% | 1.11% | Q2 2018 | Q3 2023 | 20 |
Cetera Advisors LLC | 12 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 20 |
Henry James International Management Inc. | 12 | 8 | 0.08% | 0.16% | 0.33% | Q3 2018 | Q3 2023 | 20 |
Covington Capital Management | 11 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2019 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
Pacer Advisors, Inc. | 6 | 1 | 0.00% | 0.11% | 0.49% | Q4 2013 | Q3 2023 | 20 |
GENESEE VALLEY TRUST CO | 20 | 20 | 0.16% | 0.34% | 0.53% | Q2 2013 | Q1 2018 | 20 |
RMB Capital Management, LLC | 13 | 7 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2020 | 20 |
CIBC BANK USA | 15 | 4 | 0.04% | 0.06% | 0.16% | Q2 2013 | Q4 2019 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q3 2018 | 19 |
Baird Financial Group, Inc. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2019 | 19 |
Oakworth Capital, Inc. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
CAPITAL GUARDIAN TRUST CO | 16 | 3 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2018 | 19 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 10 | 1 | 0.01% | 0.14% | 0.31% | Q3 2013 | Q4 2019 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 19 |
EAGLE ASSET MANAGEMENT INC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 19 |
Joel Isaacson & Co., LLC | 17 | 2 | 0.01% | 0.02% | 0.06% | Q4 2012 | Q1 2019 | 19 |
DREMAN VALUE MANAGEMENT, L L C | 10 | 9 | 0.00% | 0.26% | 0.58% | Q2 2013 | Q1 2018 | 19 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.05% | 0.40% | Q3 2013 | Q2 2017 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.12% | 0.42% | Q1 2015 | Q1 2023 | 19 |
Bell Bank | 16 | 3 | 0.34% | 0.70% | 1.27% | Q2 2013 | Q3 2019 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2020 | 19 |
Janney Capital Management LLC | 19 | 19 | 0.60% | 0.72% | 0.91% | Q3 2015 | Q1 2020 | 19 |
Strategic Advisors LLC | 14 | 1 | 0.75% | 1.39% | 2.30% | Q4 2013 | Q4 2019 | 19 |
Alexandria Capital, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
HENNESSY ADVISORS INC | 12 | 3 | 0.10% | 0.22% | 0.44% | Q2 2013 | Q3 2023 | 18 |
Glassman Wealth Services | 16 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 18 |
Bluefin Trading, LLC | 6 | 2 | 0.00% | 0.03% | 0.14% | Q2 2014 | Q1 2020 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q4 2019 | 18 |
ATLAS CAPITAL ADVISORS LLC | 10 | 1 | 0.00% | 0.02% | 0.20% | Q2 2018 | Q3 2023 | 18 |
BerganKDV Wealth Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2023 | 18 |
RAYMOND JAMES TRUST N.A. | 14 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 18 |
Smithfield Trust Co | 11 | 3 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Mork Capital Management, LLC | 13 | 5 | 0.51% | 0.73% | 0.96% | Q4 2016 | Q4 2021 | 18 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.05% | 0.06% | 0.10% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2014 | 18 |
COMMERCE BANK | 9 | 8 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q1 2020 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.02% | 0.07% | 0.12% | Q3 2017 | Q3 2021 | 17 |
Sandy Spring Bank | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 17 |
Whitnell & Co. | 8 | 3 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q2 2018 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.36% | 0.54% | 0.80% | Q2 2013 | Q2 2017 | 17 |
Horrell Capital Management, Inc. | 10 | 7 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2018 | 17 |
West Oak Capital, LLC | 17 | 17 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2017 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 6 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 17 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 1 | 0.01% | 0.11% | 0.23% | Q2 2013 | Q2 2021 | 17 |
CIBC Asset Management Inc | 10 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.62% | 1.10% | Q2 2013 | Q2 2017 | 17 |
Apriem Advisors | 16 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2018 | 17 |
WRAPMANAGER INC | 16 | 1 | 0.08% | 0.13% | 0.18% | Q1 2016 | Q2 2022 | 17 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 14 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2019 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Valeo Financial Advisors, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.20% | 0.35% | 0.54% | Q2 2013 | Q2 2017 | 17 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 17 |
LMR Partners LLP | 7 | 2 | 0.14% | 1.74% | 5.10% | Q3 2016 | Q1 2022 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 1 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 17 |
CAZ INVESTMENTS LP | 15 | 1 | 0.68% | 1.28% | 1.88% | Q4 2014 | Q4 2018 | 16 |
Mercer Capital Advisers, Inc. | 16 | 16 | 0.04% | 0.06% | 0.07% | Q4 2014 | Q3 2018 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.16% | 0.23% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Cresset Asset Management, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
SAGE RHINO CAPITAL LLC | 11 | 5 | 0.07% | 0.13% | 0.24% | Q1 2019 | Q3 2023 | 16 |
Forester Capital Management, LTD | 8 | 8 | 0.09% | 0.13% | 0.21% | Q2 2013 | Q2 2017 | 16 |
Timber Hill LLC | 10 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2017 | 16 |
Avior Wealth Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Tortoise Investment Management, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2023 | 16 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 16 | 16 | 0.20% | 0.28% | 0.32% | Q3 2016 | Q2 2020 | 16 |
First Allied Advisory Services, Inc. | 12 | 1 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q4 2017 | 16 |
Ethic Inc. | 16 | 16 | 0.05% | 0.15% | 0.40% | Q4 2019 | Q3 2023 | 16 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 16 |
RHUMBLINE ADVISERS | 13 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 16 |
MACQUARIE GROUP LTD | 7 | 2 | 0.00% | 0.02% | 0.25% | Q2 2013 | Q3 2023 | 16 |
Clarius Group, LLC | 8 | 2 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 16 |
Hochman Cole Investment Advisors, Inc. | 15 | 1 | 0.18% | 0.67% | 0.90% | Q4 2015 | Q1 2020 | 16 |
Tradewinds Capital Management, LLC | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q3 2017 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q2 2023 | 15 |
Corient Capital Partners, LLC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2022 | 15 |
Cerity Partners LLC | 7 | 1 | 0.00% | 0.04% | 0.09% | Q1 2017 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BRR OpCo, LLC | 14 | 1 | 0.09% | 0.22% | 0.32% | Q2 2013 | Q1 2019 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.03% | 0.06% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Hardman Johnston Global Advisors LLC | 9 | 1 | 0.01% | 0.50% | 1.98% | Q2 2013 | Q2 2018 | 15 |
Anchor Investment Management, LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2020 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 11 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Ellevest, Inc. | 14 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q1 2023 | 15 |
INTEGRATED WEALTH COUNSEL, LLC | 15 | 15 | 0.01% | 0.10% | 0.29% | Q2 2013 | Q4 2016 | 15 |
Edge Wealth Management LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 15 |
AdvisorNet Financial, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 15 |
Jacobi Capital Management LLC | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2021 | 15 |
NINE MASTS CAPITAL Ltd | 6 | 1 | 0.00% | 4.59% | 18.04% | Q4 2014 | Q3 2019 | 15 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 12 | 1 | 0.01% | 0.04% | 0.05% | Q3 2015 | Q4 2019 | 15 |
Ameritas Investment Partners, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Amici Capital, LLC | 15 | 15 | 0.12% | 0.18% | 0.43% | Q2 2013 | Q4 2016 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.03% | 0.09% | 0.14% | Q4 2015 | Q2 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 15 |
RENAISSANCE GROUP LLC | 8 | 7 | 0.30% | 0.40% | 0.51% | Q2 2013 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.03% | 0.07% | Q3 2011 | Q3 2015 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
TELEMUS CAPITAL, LLC | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q3 2019 | 15 |
Bridgecreek Investment Management, LLC | 15 | 15 | 0.04% | 0.10% | 0.18% | Q2 2016 | Q4 2019 | 15 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
MOTCO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 14 |
Ledyard National Bank | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 14 |
PRUDENTIAL FINANCIAL INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
Quantitative Investment Management, LLC | 4 | 1 | 0.01% | 0.12% | 0.48% | Q2 2013 | Q3 2021 | 14 |
Berkeley Capital Partners, LLC | 14 | 14 | 0.16% | 0.54% | 0.92% | Q3 2016 | Q4 2019 | 14 |
THOMPSON DAVIS & CO., INC. | 13 | 1 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2017 | 14 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.08% | 0.25% | Q4 2014 | Q3 2021 | 14 |
Atria Investments, Inc | 12 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2019 | 14 |
HALL LAURIE J TRUSTEE | 11 | 3 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 14 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q2 2021 | 14 |
Stellar Capital Management, LLC | 14 | 14 | 0.99% | 2.05% | 2.44% | Q1 2017 | Q2 2020 | 14 |
NORTHROAD CAPITAL MANAGEMENT LLC | 14 | 14 | 1.95% | 2.42% | 2.83% | Q2 2013 | Q3 2016 | 14 |
SALEM INVESTMENT COUNSELORS INC | 8 | 6 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2022 | 14 |
Greytown Advisors Inc. | 14 | 14 | 0.37% | 0.55% | 0.84% | Q4 2016 | Q1 2020 | 14 |
YorkBridge Wealth Partners, LLC | 14 | 14 | 0.06% | 0.13% | 0.19% | Q4 2016 | Q1 2020 | 14 |
Integrated Wealth Concepts LLC | 8 | 6 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 14 |
Athos Capital Ltd | 14 | 14 | 0.55% | 1.08% | 2.40% | Q3 2017 | Q4 2020 | 14 |
FinTrust Capital Advisors, LLC | 8 | 6 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 14 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2021 | 13 |
FIL Ltd | 7 | 6 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.00% | 0.04% | 0.07% | Q2 2017 | Q2 2020 | 13 |
STEVENS CAPITAL MANAGEMENT LP | 7 | 1 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q4 2020 | 13 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 13 | 0.00% | 0.35% | 0.46% | Q1 2017 | Q1 2020 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2016 | 13 |
American Research & Management Co. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
THOMPSON SIEGEL & WALMSLEY LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 13 |
SMITH, MOORE & CO. | 13 | 13 | 0.05% | 0.07% | 0.10% | Q3 2016 | Q3 2019 | 13 |
RELIANCE TRUST CO OF DELAWARE | 13 | 13 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q2 2016 | 13 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 2 | 0.00% | 0.04% | 0.36% | Q2 2013 | Q3 2016 | 13 |
JOHNSON INVESTMENT COUNSEL INC | 11 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 13 |
SHINE INVESTMENT ADVISORY SERVICES INC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2020 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11 | 2 | 0.00% | 0.08% | 0.15% | Q1 2017 | Q3 2023 | 13 |
Ballentine Partners, LLC | 11 | 2 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 13 |
BANCORPSOUTH INC | 9 | 4 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2017 | 13 |
TRILLIUM ASSET MANAGEMENT, LLC | 13 | 13 | 0.02% | 0.38% | 0.88% | Q2 2013 | Q2 2016 | 13 |
Virtu Financial LLC | 6 | 1 | 0.01% | 0.06% | 0.18% | Q4 2017 | Q1 2023 | 13 |
AUGUSTINE ASSET MANAGEMENT INC | 10 | 1 | 0.09% | 1.87% | 2.80% | Q4 2013 | Q3 2023 | 13 |
Cornerstone Wealth Management, LLC | 11 | 2 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.00% | 0.15% | 0.61% | Q4 2013 | Q3 2023 | 13 |
Manchester Capital Management LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
A.R.T. Advisors, LLC | 5 | 1 | 0.01% | 0.10% | 0.26% | Q3 2013 | Q4 2019 | 13 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 13 | 13 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2016 | 13 |
First Personal Financial Services | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2019 | 13 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.02% | 0.13% | Q3 2016 | Q2 2023 | 13 |
Dynamic Capital Management Ltd | 9 | 1 | 0.04% | 0.27% | 0.62% | Q2 2013 | Q4 2017 | 12 |
Camarda Financial Advisors, LLC | 11 | 1 | 0.01% | 1.42% | 3.97% | Q2 2016 | Q4 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
EAGLE GLOBAL ADVISORS LLC | 12 | 12 | 0.11% | 0.15% | 0.25% | Q2 2013 | Q1 2016 | 12 |
RONALD BLUE & CO LLC | 10 | 2 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q2 2017 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q4 2020 | 12 |
U S GLOBAL INVESTORS INC | 2 | 1 | 0.00% | 0.20% | 0.81% | Q3 2016 | Q2 2023 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Ariel Investments | 12 | 12 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2016 | 12 |
JCIC Asset Management Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
DODGE & COX | 12 | 12 | 0.00% | 0.27% | 0.59% | Q2 2013 | Q1 2016 | 12 |
Connor, Clark & Lunn Investment Management Ltd. | 5 | 1 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 12 |
Banco Santander, S.A. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 12 |
Archer Investment Corp | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.10% | 0.18% | 0.25% | Q4 2020 | Q3 2023 | 12 |
BRINKER CAPITAL INC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q1 2020 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 12 |
HHG & Company, LLC | 12 | 12 | 0.15% | 0.27% | 0.40% | Q2 2013 | Q1 2016 | 12 |
SIMON QUICK ADVISORS, LLC | 6 | 2 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q1 2022 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
NORGES BANK | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 12 |
Capital International Investors | 12 | 12 | 0.04% | 0.11% | 0.36% | Q2 2013 | Q1 2016 | 12 |
West Family Investments, Inc. | 12 | 12 | 0.37% | 0.61% | 0.86% | Q4 2020 | Q3 2023 | 12 |
CAPITAL ONE, NATIONAL ASSOCIATION | 6 | 1 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 0.11% | 0.27% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Truehand, Inc | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
RAY GERALD L & ASSOCIATES LTD | 10 | 2 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2017 | 12 |
Financial Gravity Asset Management, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 12 |
Hudock, Inc. | 8 | 4 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2018 | 12 |
LSV ASSET MANAGEMENT | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 12 | 12 | 0.16% | 0.57% | 0.95% | Q2 2013 | Q1 2016 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.03% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
GAM Holding AG | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2017 | 11 |
PacWest Financial Management Inc | 11 | 11 | 0.24% | 0.97% | 1.32% | Q2 2013 | Q4 2015 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 11 |
SCOUT INVESTMENTS, INC. | 11 | 11 | 1.09% | 1.60% | 2.47% | Q2 2013 | Q4 2015 | 11 |
Fiera Capital Corp | 10 | 1 | 0.01% | 0.04% | 0.09% | Q4 2013 | Q4 2016 | 11 |
BECK MACK & OLIVER LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
SAL Trading, LLC | 4 | 3 | 0.19% | 1.71% | 4.57% | Q4 2021 | Q3 2023 | 11 |
Argyle Capital Management Inc. | 11 | 11 | 0.10% | 0.17% | 0.22% | Q2 2013 | Q4 2015 | 11 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 11 |
Aristotle Capital Management, LLC | 11 | 11 | 0.06% | 0.11% | 0.21% | Q2 2013 | Q4 2015 | 11 |
EXANE DERIVATIVES | 4 | 1 | 0.00% | 0.04% | 0.30% | Q4 2014 | Q4 2017 | 11 |
GRIFFIN ASSET MANAGEMENT, INC. | 10 | 1 | 0.00% | 0.16% | 0.24% | Q2 2013 | Q2 2019 | 11 |
OppenheimerFunds, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
CAPITAL ADVISORS INC/OK | 11 | 11 | 0.30% | 0.70% | 0.86% | Q2 2017 | Q4 2019 | 11 |
Aspen Investment Management Inc | 11 | 11 | 0.33% | 0.43% | 0.53% | Q3 2017 | Q1 2020 | 11 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.05% | 0.21% | Q2 2016 | Q2 2023 | 11 |
BOSTON FINANCIAL MANGEMENT LLC | 11 | 11 | 0.04% | 0.18% | 0.37% | Q2 2013 | Q4 2015 | 11 |
Brinker Capital Investments, LLC | 7 | 4 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q4 2022 | 11 |
MAI Capital Management | 6 | 5 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 11 |
WNY Asset Management, LLC | 11 | 11 | 0.04% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
DRW Securities, LLC | 4 | 1 | 0.01% | 0.07% | 0.32% | Q4 2017 | Q1 2023 | 11 |
RPg Family Wealth Advisory, LLC | 10 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2018 | 11 |
Highstreet Asset Management Inc. | 11 | 11 | 0.29% | 0.40% | 0.59% | Q2 2013 | Q4 2015 | 11 |
PARK AVENUE SECURITIES LLC | 7 | 1 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 11 |
Zions Bancorporation | 10 | 1 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q4 2017 | 11 |
Avalon Investment & Advisory | 7 | 4 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q2 2018 | 11 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 11 |
Voya Financial Advisors, Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2019 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Systematic Alpha Investments, LLC | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
FARMERS TRUST CO | 11 | 11 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q4 2015 | 11 |
Moloney Securities Asset Management, LLC | 11 | 11 | 0.28% | 0.42% | 0.55% | Q4 2016 | Q2 2019 | 11 |
Iron Horse Wealth Management, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Hilltop Holdings Inc. | 7 | 1 | 0.04% | 0.13% | 0.38% | Q2 2013 | Q4 2019 | 11 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.01% | 0.01% | 0.06% | Q3 2017 | Q2 2022 | 11 |
Cardinal Capital Management | 11 | 11 | 0.52% | 0.70% | 0.81% | Q2 2013 | Q4 2015 | 11 |
KELLEHER FINANCIAL ADVISORS | 10 | 1 | 0.11% | 0.42% | 0.75% | Q1 2016 | Q4 2018 | 11 |
RITHOLTZ WEALTH MANAGEMENT | 11 | 11 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Traynor Capital Management, Inc. | 11 | 11 | 0.06% | 0.13% | 0.18% | Q2 2017 | Q4 2019 | 11 |
Krilogy Financial LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2018 | 11 |
Quantbot Technologies LP | 2 | 1 | 0.02% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 11 |
Evercore Wealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Pinnacle Wealth Planning Services, Inc. | 8 | 1 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
Tradewinds Global Investors, LLC | 10 | 10 | 0.19% | 0.94% | 1.26% | Q1 2014 | Q2 2016 | 10 |
Yorktown Management & Research Co Inc | 10 | 10 | 0.21% | 0.28% | 0.35% | Q3 2013 | Q4 2015 | 10 |
D L CARLSON INVESTMENT GROUP INC | 8 | 2 | 0.15% | 0.70% | 0.92% | Q3 2014 | Q2 2019 | 10 |
Addison Advisors LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2015 | 10 |
Capital Bank & Trust Co | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2019 | 10 |
Bayesian Capital Management, LP | 4 | 1 | 0.07% | 0.16% | 0.34% | Q3 2016 | Q3 2023 | 10 |
Endurance Wealth Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Claret Asset Management Corp | 10 | 10 | 0.09% | 0.12% | 0.17% | Q4 2017 | Q1 2020 | 10 |
JNBA Financial Advisors | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q1 2020 | 10 |
MCDONALD PARTNERS LLC | 7 | 3 | 0.05% | 0.16% | 0.26% | Q1 2021 | Q3 2023 | 10 |
LORD, ABBETT & CO. LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Kemper Corp Master Retirement Trust | 10 | 10 | 0.52% | 0.57% | 0.64% | Q2 2013 | Q3 2015 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 10 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 10 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2023 | 10 |
CSS LLC/IL | 5 | 1 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 10 |
Selective Wealth Management, Inc. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2022 | 10 |
HOLLENCREST CAPITAL MANAGEMENT | 6 | 4 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 10 |
SVB WEALTH LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 10 |
Maven Securities LTD | 5 | 5 | 0.23% | 10.50% | 29.85% | Q4 2016 | Q4 2019 | 10 |
CONNABLE OFFICE INC | 10 | 10 | 0.10% | 0.22% | 0.32% | Q2 2013 | Q3 2015 | 10 |
Veritable, L.P. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q1 2015 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.02% | 0.04% | 0.09% | Q1 2020 | Q2 2022 | 10 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 10 |
Citizens Business Bank | 10 | 10 | 0.06% | 0.11% | 0.14% | Q4 2012 | Q1 2015 | 10 |
WESBANCO BANK INC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2017 | 10 |
Sunbelt Securities, Inc. | 10 | 10 | 0.63% | 0.87% | 1.20% | Q4 2014 | Q1 2017 | 10 |
Rodgers Brothers Inc. | 8 | 2 | 0.06% | 0.09% | 0.12% | Q3 2013 | Q3 2019 | 10 |
Russell Investments Group, Ltd. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MERCATOR ASSET MANAGEMENT L P | 10 | 10 | 29.18% | 64.13% | 100.00% | Q2 2013 | Q3 2015 | 10 |
OneDigital Investment Advisors LLC | 9 | 1 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q4 2020 | 10 |
Qtron Investments LLC | 7 | 3 | 0.16% | 0.27% | 0.38% | Q2 2019 | Q3 2023 | 10 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 10 |
ALLIANCEBERNSTEIN L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 10 |
NAVELLIER & ASSOCIATES INC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2012 | Q4 2014 | 10 |
B. Riley Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.04% | 0.10% | Q2 2014 | Q3 2023 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2015 | 10 |
South Dakota Investment Council | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 10 |
Convergence Investment Partners, LLC | 9 | 1 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q1 2018 | 10 |
BANK OF THE WEST | 6 | 1 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q3 2019 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 5 | 4 | 0.01% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 9 |
Vestmark Advisory Solutions, Inc. | 5 | 2 | 0.01% | 0.13% | 0.28% | Q1 2019 | Q2 2023 | 9 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 9 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.07% | 0.23% | Q3 2015 | Q1 2022 | 9 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.06% | 0.07% | 0.09% | Q1 2015 | Q1 2017 | 9 |
KING LUTHER CAPITAL MANAGEMENT CORP | 9 | 9 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q2 2015 | 9 |
Barrington Strategic Wealth Management Group LLC | 9 | 9 | 0.74% | 0.95% | 1.28% | Q2 2013 | Q2 2015 | 9 |
McIlrath & Eck, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 9 |
WealthTrust-Arizona, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2018 | 9 |
Independence Trust CO | 9 | 9 | 0.22% | 0.26% | 0.29% | Q2 2013 | Q2 2015 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q1 2019 | 9 |
BANCED CORP | 9 | 9 | 0.99% | 1.10% | 1.20% | Q2 2013 | Q2 2015 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 9 |
Point View Wealth Management, Inc. | 4 | 2 | 0.10% | 0.16% | 0.25% | Q4 2013 | Q4 2017 | 9 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 8 | 1 | 0.15% | 0.31% | 0.49% | Q2 2021 | Q3 2023 | 9 |
FLIPPIN BRUCE & PORTER INC | 9 | 9 | 0.76% | 0.91% | 1.03% | Q1 2014 | Q1 2016 | 9 |
PIN OAK INVESTMENT ADVISORS INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Financial Management Professionals, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
RBF Capital, LLC | 9 | 9 | 0.05% | 0.08% | 0.18% | Q3 2021 | Q3 2023 | 9 |
RATIONAL ADVISORS LLC | 9 | 9 | 0.11% | 0.32% | 0.57% | Q2 2011 | Q2 2013 | 9 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 9 | 9 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q2 2015 | 9 |
Caption Management, LLC | 4 | 1 | 0.07% | 0.26% | 0.90% | Q1 2019 | Q2 2020 | 9 |
MERITAGE PORTFOLIO MANAGEMENT | 5 | 4 | 0.36% | 0.53% | 0.68% | Q1 2015 | Q3 2023 | 9 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.02% | 0.17% | 0.36% | Q1 2019 | Q4 2019 | 9 |
WealthTrust Axiom LLC | 8 | 1 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.08% | 0.20% | 0.29% | Q2 2013 | Q2 2015 | 9 |
Allianz Asset Management GmbH | 8 | 1 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q1 2020 | 9 |
Capula Management Ltd | 2 | 1 | 0.04% | 0.25% | 0.85% | Q3 2019 | Q1 2021 | 9 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.03% | 0.17% | 0.58% | Q1 2012 | Q3 2022 | 9 |
Sawyer & Company, Inc | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 9 |
Arlington Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 9 |
SHELTON CAPITAL MANAGEMENT | 7 | 2 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q2 2018 | 9 |
Wealth Advisors of Tampa Bay, LLC | 9 | 9 | 0.48% | 1.43% | 1.79% | Q4 2017 | Q4 2019 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q2 2022 | 9 |
Qube Research & Technologies Ltd | 3 | 1 | 0.01% | 0.05% | 0.15% | Q3 2019 | Q3 2023 | 9 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 2 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 9 |
Advisors Capital Management, LLC | 9 | 9 | 0.13% | 0.60% | 0.85% | Q1 2014 | Q1 2016 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2015 | 9 |
Veritas Investment Management (UK) Ltd | 8 | 8 | 0.05% | 0.07% | 0.12% | Q1 2013 | Q4 2014 | 8 |
Pinnacle Bancorp, Inc. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2020 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.05% | 0.06% | 0.07% | Q1 2016 | Q1 2018 | 8 |
Baystate Wealth Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2018 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 8 |
EVOKE WEALTH, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 8 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 8 | 8 | 0.04% | 0.07% | 0.09% | Q1 2018 | Q4 2019 | 8 |
ABNER HERRMAN & BROCK LLC | 5 | 3 | 0.03% | 0.05% | 0.07% | Q1 2014 | Q2 2018 | 8 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 8 | 8 | 1.51% | 1.84% | 2.24% | Q2 2013 | Q1 2015 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
QUANTUM CAPITAL MANAGEMENT | 3 | 2 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2017 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Counsel Portfolio Services Inc. | 8 | 8 | 0.03% | 0.22% | 0.36% | Q2 2013 | Q1 2015 | 8 |
PUZO MICHAEL J | 8 | 8 | 0.14% | 0.21% | 0.30% | Q4 2012 | Q3 2014 | 8 |
FNY Investment Advisers, LLC | 4 | 1 | 0.00% | 0.27% | 0.84% | Q4 2018 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2020 | 8 |
Walleye Capital LLC | 4 | 4 | 0.00% | 0.03% | 0.07% | Q4 2022 | Q3 2023 | 8 |
TEXAS CAPITAL BANCSHARES INC/TX | 8 | 8 | 0.14% | 0.26% | 0.43% | Q2 2013 | Q1 2015 | 8 |
Exchange Capital Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 8 |
Balentine LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2020 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.25% | 0.53% | Q2 2013 | Q1 2015 | 8 |
Ancora Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q4 2020 | 8 |
FORTE CAPITAL LLC /ADV | 8 | 8 | 0.24% | 0.36% | 0.43% | Q2 2018 | Q1 2020 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Community Bank, N.A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Mawer Investment Management Ltd. | 8 | 8 | 0.27% | 1.23% | 2.50% | Q2 2013 | Q1 2015 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2017 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
CrestPoint Capital Management, LLC | 8 | 8 | 0.12% | 0.99% | 1.87% | Q4 2013 | Q3 2015 | 8 |
Princeton Global Asset Management LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2020 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q4 2017 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q3 2016 | 8 |
Compagnie Lombard Odier SCmA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
J.W. COLE ADVISORS, INC. | 7 | 1 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q1 2023 | 8 |
Winthrop Partners - WNY, LLC | 8 | 8 | 0.27% | 0.36% | 0.42% | Q4 2017 | Q3 2019 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EDGE ASSET MANAGEMENT, INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2021 | 8 |
TCI Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q4 2019 | 8 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 8 |
Candriam S.C.A. | 5 | 3 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2020 | 8 |
PT ASSET MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.84% | 1.86% | Q4 2014 | Q3 2016 | 8 |
MDE Group | 8 | 8 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q1 2015 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Allie Family Office LLC | 8 | 8 | 0.19% | 0.22% | 0.27% | Q4 2021 | Q3 2023 | 8 |
MGO ONE SEVEN LLC | 6 | 2 | 0.18% | 0.25% | 0.32% | Q4 2017 | Q4 2019 | 8 |
Blueshift Asset Management, LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q3 2022 | 7 |
Princeton Alpha Management LP | 4 | 3 | 0.05% | 0.15% | 0.34% | Q4 2013 | Q1 2016 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2014 | 7 |
Cypress Wealth Services, LLC | 7 | 7 | 0.06% | 0.08% | 0.11% | Q4 2017 | Q2 2019 | 7 |
TIAA, FSB | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 7 |
MAPLELANE CAPITAL, LLC | 3 | 1 | 0.00% | 0.63% | 2.35% | Q3 2019 | Q3 2020 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
PORTLAND INVESTMENT COUNSEL INC. | 5 | 2 | 0.19% | 4.75% | 16.00% | Q2 2013 | Q2 2015 | 7 |
THOMAS WHITE INTERNATIONAL LTD | 4 | 3 | 0.41% | 0.80% | 1.35% | Q2 2013 | Q2 2023 | 7 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.05% | 0.06% | 0.09% | Q4 2017 | Q2 2019 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
ProVise Management Group, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q4 2018 | 7 |
Tarbox Family Office, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2017 | 7 |
First Command Financial Services, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 7 |
MARTIN CURRIE LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
PFS Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Nuveen Fund Advisors, LLC | 7 | 7 | 0.04% | 0.07% | 0.10% | Q2 2016 | Q4 2017 | 7 |
Braun-Bostich & Associates Inc. | 7 | 7 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q2 2019 | 7 |
Enterprise Trust & Investment Co | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
BLACKROCK ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.09% | 0.16% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Portland Global Advisors LLC | 7 | 7 | 0.16% | 0.29% | 0.36% | Q2 2013 | Q4 2014 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ZEKE CAPITAL ADVISORS, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q2 2018 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Calvert Investment Management, Inc. | 7 | 7 | 0.10% | 0.13% | 0.14% | Q2 2013 | Q4 2014 | 7 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 7 | 7 | 0.10% | 0.14% | 0.20% | Q4 2017 | Q2 2019 | 7 |
LGT Group Foundation | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Vontobel Holding Ltd. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Brookfield Asset Management | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q2 2016 | 7 |
RUSSELL FRANK CO/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Summit Global Investments | 7 | 7 | 0.02% | 0.18% | 0.28% | Q1 2022 | Q3 2023 | 7 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 7 | 0.10% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
STRATEGY ASSET MANAGERS LLC | 7 | 7 | 0.06% | 0.09% | 0.11% | Q2 2014 | Q4 2015 | 7 |
HAVENS ADVISORS LLC | 7 | 7 | 1.34% | 1.77% | 2.48% | Q2 2013 | Q4 2014 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q2 2015 | 7 |
GUARDIAN CAPITAL LP | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2017 | 7 |
COOKSON PEIRCE & CO INC | 4 | 3 | 0.10% | 0.91% | 1.60% | Q3 2017 | Q3 2023 | 7 |
Freestone Capital Holdings, LLC | 3 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q1 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.14% | 0.23% | 0.36% | Q2 2013 | Q4 2014 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 2 | 0.02% | 0.12% | 0.36% | Q4 2021 | Q3 2023 | 7 |
Schechter Investment Advisors, LLC | 7 | 7 | 0.02% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Hodges Capital Management Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2018 | 7 |
ALTFEST L J & CO INC | 5 | 1 | 0.12% | 0.26% | 0.30% | Q4 2013 | Q4 2017 | 7 |
HOWE & RUSLING INC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 7 |
Miracle Mile Advisors, LLC | 4 | 3 | 0.04% | 0.08% | 0.12% | Q1 2018 | Q3 2023 | 7 |
Optiver Holding B.V. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 7 |
Waverly Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 7 |
AXA S.A. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
NVWM, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 7 |
Kovitz Investment Group Partners, LLC | 7 | 7 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q2 2020 | 7 |
SG3 Management, LLC | 3 | 1 | 0.01% | 0.76% | 5.16% | Q4 2018 | Q1 2022 | 7 |
Douglas C. Lane & Associates, Inc. | 7 | 7 | 0.01% | 0.27% | 0.66% | Q2 2013 | Q4 2014 | 7 |
EMORY UNIVERSITY | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2011 | Q4 2013 | 7 |
Lipe & Dalton | 7 | 7 | 2.65% | 3.10% | 3.92% | Q2 2013 | Q4 2014 | 7 |
THORNBURG INVESTMENT MANAGEMENT INC | 5 | 2 | 0.06% | 0.30% | 0.52% | Q2 2013 | Q2 2015 | 7 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 6 |
MILES CAPITAL, INC. | 6 | 6 | 0.17% | 0.20% | 0.24% | Q3 2016 | Q4 2017 | 6 |
Jump Trading, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2016 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Dana Investment Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q4 2015 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q1 2018 | 6 |
Strategic Global Advisors, LLC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
First Command Bank | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 6 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q2 2020 | 6 |
One Wealth Advisors, LLC | 4 | 1 | 0.10% | 0.17% | 0.30% | Q4 2017 | Q4 2019 | 6 |
Crumly & Associates Inc. | 6 | 6 | 0.09% | 0.17% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Lester Murray Antman dba SimplyRich | 3 | 1 | 0.08% | 0.16% | 0.20% | Q4 2017 | Q3 2023 | 6 |
GATEWAY INVESTMENT ADVISERS LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
CHEMICAL BANK | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q3 2015 | 6 |
Summit X, LLC | 5 | 1 | 0.00% | 0.28% | 0.40% | Q3 2018 | Q3 2020 | 6 |
Diversified Trust Co | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2020 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
COZAD ASSET MANAGEMENT INC | 5 | 1 | 0.04% | 0.07% | 0.09% | Q2 2018 | Q3 2023 | 6 |
HL FINANCIAL SERVICES LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2018 | 6 |
Pictet North America Advisors SA | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2018 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Financial Architects, Inc | 3 | 1 | 0.01% | 0.16% | 0.32% | Q3 2014 | Q1 2018 | 6 |
MYCIO WEALTH PARTNERS, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2016 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 6 |
Quilter Plc | 3 | 3 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 6 |
XTX Topco Ltd | 5 | 1 | 0.06% | 0.10% | 0.16% | Q2 2021 | Q2 2023 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.10% | 0.11% | 0.12% | Q4 2017 | Q1 2019 | 6 |
HOEY INVESTMENTS, INC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Hollow Brook Wealth Management LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2014 | 6 |
RWA WEALTH PARTNERS, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2018 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Vantage Investment Partners, LLC | 6 | 6 | 0.56% | 0.73% | 0.95% | Q4 2017 | Q1 2019 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2018 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.01% | 1.74% | 5.07% | Q2 2013 | Q4 2019 | 6 |
PITCAIRN CO | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q1 2020 | 6 |
OPTIMUM INVESTMENT ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
FIRST NEW YORK SECURITIES LLC /NY | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2015 | 6 |
Blueprint Investment Partners LLC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q4 2021 | Q1 2023 | 6 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.05% | 0.49% | 0.92% | Q2 2013 | Q3 2023 | 6 |
BAILARD, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Karp Capital Management Corp | 4 | 1 | 0.00% | 0.09% | 0.32% | Q4 2014 | Q3 2022 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.41% | 0.47% | 0.53% | Q2 2022 | Q3 2023 | 6 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q1 2020 | 6 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 6 | 6 | 0.06% | 0.09% | 0.15% | Q4 2018 | Q1 2020 | 6 |
LOOMIS SAYLES & CO L P | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
PSI Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 6 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2018 | 6 |
Icon Wealth Partners, LLC | 6 | 6 | 0.05% | 0.09% | 0.14% | Q4 2017 | Q1 2019 | 6 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q2 2016 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Main Street Research LLC | 6 | 6 | 1.46% | 1.77% | 1.89% | Q1 2017 | Q2 2018 | 6 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.15% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Catalyst Capital Advisors LLC | 3 | 2 | 0.07% | 0.19% | 0.38% | Q4 2017 | Q3 2023 | 5 |
HARTFORD INVESTMENT MANAGEMENT CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Old North State Trust, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Koss-Olinger Consulting, LLC | 5 | 5 | 0.05% | 0.18% | 0.23% | Q3 2022 | Q3 2023 | 5 |
Gary Goldberg Planning Services Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 5 |
IEQ CAPITAL, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q2 2014 | 5 |
COMERICA SECURITIES,INC. | 4 | 1 | 0.00% | 0.06% | 0.09% | Q1 2019 | Q4 2022 | 5 |
OLD NATIONAL BANCORP /IN/ | 5 | 5 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2014 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
MHI Funds, LLC | 5 | 5 | 2.04% | 2.24% | 2.46% | Q4 2017 | Q4 2018 | 5 |
Claybrook Capital, LLC | 5 | 5 | 0.00% | 0.06% | 0.08% | Q4 2017 | Q4 2018 | 5 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q3 2021 | Q2 2023 | 5 |
PRENTISS SMITH & CO INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Private Ocean, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Taylor Hoffman Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
qPULA Trading Management LP | 4 | 1 | 0.59% | 1.35% | 2.35% | Q4 2020 | Q2 2022 | 5 |
WASHINGTON TRUST Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.03% | 0.09% | Q3 2014 | Q4 2020 | 5 |
Polaris Wealth Advisory Group, LLC | 4 | 1 | 0.03% | 0.16% | 0.24% | Q4 2015 | Q2 2018 | 5 |
Cypress Wealth Advisors LLC | 3 | 1 | 0.08% | 0.12% | 0.14% | Q2 2015 | Q1 2017 | 5 |
MILLER HOWARD INVESTMENTS INC /NY | 5 | 5 | 1.35% | 1.50% | 1.62% | Q4 2017 | Q4 2018 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2015 | 5 |
LVW Advisors, LLC | 5 | 5 | 0.10% | 0.15% | 0.20% | Q4 2014 | Q4 2015 | 5 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 1 | 0.00% | 0.06% | 0.09% | Q2 2013 | Q3 2018 | 5 |
SOMERVILLE KURT F | 5 | 5 | 0.17% | 0.20% | 0.23% | Q4 2012 | Q4 2013 | 5 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 5 | 5 | 0.21% | 0.45% | 0.70% | Q3 2022 | Q3 2023 | 5 |
PDS Planning, Inc | 3 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2021 | 5 |
First City Capital Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 5 |
First Dallas Securities Inc. | 5 | 5 | 0.18% | 0.23% | 0.27% | Q1 2017 | Q1 2018 | 5 |
Haverford Trust Co | 3 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.03% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
Aspire Private Capital, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Lowe Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.12% | 0.16% | Q4 2016 | Q4 2017 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 5 | 0.00% | 0.11% | 0.16% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Aquatic Capital Management LLC | 2 | 1 | 0.02% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 5 |
Sterling Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2019 | 5 |
Beacon Capital Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Jasper Ridge Partners, L.P. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 1 | 0.00% | 0.02% | 0.09% | Q3 2016 | Q2 2018 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
Quantamental Technologies LLC | 3 | 1 | 0.06% | 0.19% | 0.32% | Q1 2019 | Q4 2022 | 5 |
Farmers National Bank | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2019 | 5 |
HANSBERGER GLOBAL INVESTORS INC/FL | 5 | 5 | 12.40% | 13.16% | 14.60% | Q2 2013 | Q2 2014 | 5 |
Optas, LLC | 3 | 2 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.16% | 0.17% | 0.18% | Q2 2013 | Q2 2014 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 5 |
Cooper Financial Group | 5 | 5 | 0.08% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Cable Hill Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2018 | 5 |
Santa Fe Partners LLC | 5 | 5 | 0.11% | 0.23% | 0.26% | Q4 2014 | Q4 2015 | 5 |
Clark Capital Management Group, Inc. | 2 | 1 | 0.03% | 0.24% | 0.42% | Q2 2013 | Q3 2023 | 5 |
Brick & Kyle, Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Horizon Investments, LLC | 3 | 2 | 0.06% | 0.08% | 0.11% | Q2 2017 | Q1 2019 | 5 |
CARLSON CAPITAL L P | 3 | 1 | 0.12% | 0.48% | 0.94% | Q2 2013 | Q1 2021 | 5 |
180 WEALTH ADVISORS, LLC | 5 | 5 | 0.16% | 0.28% | 0.38% | Q4 2017 | Q4 2018 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.11% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
GQG Partners LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 5 |
BANK HAPOALIM BM | 5 | 5 | 0.02% | 0.04% | 0.08% | Q1 2014 | Q1 2015 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.05% | 0.12% | Q2 2017 | Q3 2017 | 5 |
TSFG, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 5 |
SECURITY NATIONAL TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2014 | 5 |
FORA Capital, LLC | 2 | 1 | 0.04% | 0.13% | 0.24% | Q4 2019 | Q1 2023 | 5 |
HM PAYSON & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.15% | 0.20% | Q1 2014 | Q3 2023 | 5 |
Granahan Investment Management | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
AllSquare Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
1832 Asset Management L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2016 | 5 |
Lourd Capital, LLC | 5 | 5 | 0.08% | 0.15% | 0.24% | Q4 2017 | Q4 2018 | 5 |
Five Oceans Advisors | 5 | 5 | 0.18% | 0.19% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Oxbow Advisors, LLC | 5 | 5 | 0.33% | 0.34% | 0.36% | Q4 2015 | Q4 2016 | 5 |
Level Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.06% | 0.10% | 0.17% | Q4 2022 | Q3 2023 | 4 |
MITCHELL CAPITAL MANAGEMENT CO | 3 | 1 | 0.07% | 0.16% | 0.22% | Q3 2014 | Q3 2022 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 4 |
COUNTRY TRUST BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
PATTON ALBERTSON MILLER GROUP, LLC | 4 | 4 | 0.14% | 0.15% | 0.15% | Q2 2019 | Q1 2020 | 4 |
FULTON BANK, N.A. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q1 2015 | 4 |
Noked Capital LTD | 3 | 1 | 0.32% | 0.49% | 0.69% | Q4 2018 | Q4 2019 | 4 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2013 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Charter Oak Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
DEERE & CO | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q4 2014 | 4 |
XR Securities LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 4 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 4 |
Shelter Mutual Insurance Co | 4 | 4 | 1.47% | 1.56% | 1.63% | Q2 2013 | Q1 2014 | 4 |
CIM INVESTMENT MANAGEMENT INC | 3 | 1 | 0.11% | 0.13% | 0.14% | Q1 2014 | Q2 2017 | 4 |
A. D. Beadell Investment Counsel, Inc. | 4 | 4 | 0.23% | 0.26% | 0.28% | Q4 2014 | Q3 2015 | 4 |
Field & Main Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 4 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 4 |
PARK NATIONAL CORP /OH/ | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Eagle Bay Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tradeworx Inc. | 2 | 2 | 0.13% | 0.24% | 0.38% | Q1 2013 | Q3 2014 | 4 |
AMERICAN NATIONAL BANK | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 4 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.07% | 0.15% | Q4 2019 | Q3 2021 | 4 |
Hirtle Callaghan & Co LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q2 2014 | 4 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2017 | 4 |
Daiwa Securities Group Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Shoker Investment Counsel, Inc. | 4 | 4 | 0.21% | 0.23% | 0.25% | Q4 2013 | Q3 2014 | 4 |
Elite Wealth Management, Inc. | 4 | 4 | 0.00% | 0.14% | 0.30% | Q1 2013 | Q4 2013 | 4 |
Cypress Capital Management LLC (WY) | 4 | 4 | 0.26% | 0.37% | 0.45% | Q3 2017 | Q2 2018 | 4 |
Keel Point, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
NWAM LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q3 2018 | Q2 2019 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.12% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
PZENA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q1 2021 | 4 |
Vident Investment Advisory, LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q2 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
WealthStone, Inc. | 3 | 1 | 0.01% | 0.12% | 0.19% | Q2 2019 | Q1 2021 | 4 |
GRATRY & Co LLC | 3 | 1 | 1.78% | 2.26% | 2.79% | Q2 2013 | Q4 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Sigma Planning Corp | 4 | 4 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q2 2019 | 4 |
Capital Advisors, Ltd. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 4 |
Sound Income Strategies, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 4 |
CANADA PENSION PLAN INVESTMENT BOARD | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 4 |
Lee Financial Co | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2022 | 4 |
SpiderRock Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q2 2017 | 4 |
Verdence Capital Advisors LLC | 4 | 4 | 0.09% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 4 |
TURNER INVESTMENTS LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2017 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Airain ltd | 2 | 1 | 0.07% | 0.17% | 0.37% | Q4 2015 | Q2 2017 | 4 |
Bridgefront Capital, LLC | 3 | 1 | 0.11% | 0.17% | 0.22% | Q4 2020 | Q3 2022 | 4 |
Saba Capital Management, L.P. | 2 | 2 | 0.09% | 0.31% | 0.89% | Q1 2019 | Q2 2019 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 4 |
FIRST NIAGARA BANK | 4 | 4 | 0.07% | 0.09% | 0.12% | Q3 2015 | Q2 2016 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.15% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Alpha Cubed Investments, LLC | 4 | 4 | 0.10% | 0.15% | 0.19% | Q4 2013 | Q3 2014 | 4 |
Cadence Bank | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Lombard Odier & Cie (Canada), Limited Partnership | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q3 2014 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q3 2018 | 4 |
Noked Israel Ltd | 3 | 1 | 0.32% | 0.49% | 0.69% | Q4 2018 | Q4 2019 | 4 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.06% | 0.12% | 0.23% | Q4 2014 | Q3 2017 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FNY Partners Fund LP | 4 | 4 | 0.19% | 0.42% | 0.92% | Q1 2017 | Q4 2017 | 4 |
Ashfield Capital Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Raab & Moskowitz Asset Management LLC | 2 | 1 | 0.00% | 0.10% | 0.21% | Q3 2014 | Q4 2019 | 4 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.01% | 0.07% | 0.20% | Q3 2014 | Q2 2022 | 4 |
PDT Partners, LLC | 2 | 1 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2015 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2018 | 4 |
Shelter Ins Profit Sharing | 4 | 4 | 1.84% | 2.09% | 2.23% | Q2 2013 | Q1 2014 | 4 |
Ensign Peak Advisors, Inc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
abrdn Investment Management Ltd | 2 | 2 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2014 | 4 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2023 | 4 |
Destiny Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 4 |
Stonebridge Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
MURPHY CAPITAL MANAGEMENT INC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2014 | 4 |
HAMEL ASSOCIATES, INC. | 4 | 4 | 0.35% | 0.53% | 0.59% | Q1 2014 | Q4 2014 | 4 |
CPWM, LLC | 3 | 1 | 0.08% | 0.10% | 0.12% | Q4 2013 | Q3 2018 | 4 |
CITY HOLDING CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
WASATCH ADVISORS LP | 4 | 4 | 0.07% | 0.10% | 0.13% | Q2 2014 | Q1 2015 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 4 |
United Asset Strategies, Inc. | 4 | 4 | 0.27% | 0.30% | 0.31% | Q3 2014 | Q2 2015 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mount Yale Investment Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q2 2019 | 4 |
Shelter Ins Retirement Plan | 4 | 4 | 1.27% | 1.34% | 1.39% | Q2 2013 | Q1 2014 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 4 |
AJO, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
EDGAR LOMAX CO/VA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 3 | 0.38% | 0.38% | 0.39% | Q2 2017 | Q4 2017 | 3 |
CREDIT AGRICOLE S A | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2017 | 3 |
Ranger International Management, LP | 2 | 1 | 0.05% | 0.73% | 1.96% | Q2 2013 | Q2 2017 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 1 | 0.11% | 0.13% | 0.15% | Q4 2016 | Q4 2017 | 3 |
Strategic Wealth Partners, Ltd. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 3 |
Seminole Management Co., Inc. | 3 | 3 | 0.23% | 0.77% | 1.25% | Q2 2013 | Q4 2013 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 3 |
ArchPoint Investors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
ASSOCIATED BANC-CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.08% | 0.12% | Q2 2016 | Q4 2016 | 3 |
Americana Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
First Eagle Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
SYSTM Wealth Solutions LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MASON STREET ADVISORS, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q1 2014 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Salomon & Ludwin, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Schubert & Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2022 | 3 |
LOMBARDIA CAPITAL PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 3 |
Weather Gauge Advisory, LLC | 3 | 3 | 0.19% | 0.21% | 0.23% | Q2 2019 | Q4 2019 | 3 |
CONNING INC. | 2 | 1 | 0.01% | 0.12% | 0.33% | Q2 2013 | Q1 2017 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
NAPLES GLOBAL ADVISORS, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
BANK OF HAWAII | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
NIGHTVIEW CAPITAL, LLC | 3 | 3 | 0.03% | 10.29% | 19.20% | Q4 2017 | Q2 2018 | 3 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.06% | 0.11% | 0.23% | Q4 2016 | Q4 2016 | 3 |
CANTOR FITZGERALD, L. P. | 2 | 1 | 0.01% | 0.13% | 0.24% | Q1 2022 | Q4 2022 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Rathbones Group PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
NorthCoast Asset Management LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q3 2013 | Q1 2014 | 3 |
Wealthstreet Investment Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Cribstone Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 3 | 3 | 0.19% | 0.26% | 0.36% | Q3 2019 | Q1 2020 | 3 |
Saturna Capital CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 3 |
Allspring Global Investments Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q1 2023 | 3 |
APG Asset Management N.V. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Farmers & Merchants Trust Co of Chambersburg PA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
AMG National Trust Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
BRIGHTON JONES LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q3 2014 | 3 |
Wolff Financial Management LLC | 3 | 3 | 0.17% | 0.18% | 0.21% | Q4 2018 | Q2 2019 | 3 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.15% | 0.24% | 0.32% | Q1 2014 | Q1 2015 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
PALLADIEM, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VOYA INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q1 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Horan Securities, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Intellectus Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q2 2017 | 3 |
Cyrus J. Lawrence, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 3 |
JT Stratford LLC | 3 | 3 | 0.19% | 0.38% | 0.64% | Q1 2023 | Q3 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 3 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AE Wealth Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
PITTENGER & ANDERSON INC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q4 2015 | 3 |
Vigilant Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 3 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q1 2021 | 3 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.12% | 0.14% | 0.15% | Q4 2020 | Q1 2023 | 2 |
Texas Yale Capital Corp. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q2 2023 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Guild Investment Management, Inc. | 1 | 1 | 0.21% | 0.83% | 1.44% | Q1 2012 | Q4 2012 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 2 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 2 |
ING GROEP NV | 2 | 2 | 0.79% | 0.95% | 1.10% | Q2 2013 | Q3 2013 | 2 |
OLD SECOND NATIONAL BANK OF AURORA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Hartford Financial Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2015 | Q1 2016 | 2 |
Bristol Advisors, LLC | 1 | 1 | 0.68% | 0.81% | 0.94% | Q3 2017 | Q2 2018 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Legend Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Onex Canada Asset Management Inc. | 2 | 2 | 0.20% | 0.32% | 0.44% | Q2 2013 | Q3 2013 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.84% | 0.87% | 0.90% | Q4 2012 | Q3 2013 | 2 |
Mizuho Asset Management Co.,Ltd. | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2013 | Q3 2013 | 2 |
CADENCE BANK NA | 2 | 2 | 0.16% | 0.16% | 0.16% | Q3 2013 | Q4 2013 | 2 |
BSW Wealth Partners | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2019 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2018 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.15% | 0.40% | 0.64% | Q3 2015 | Q3 2015 | 2 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.25% | 0.51% | 0.76% | Q2 2019 | Q1 2020 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q1 2018 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q2 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q2 2019 | 2 |
Formidable Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 2 |
SWS Partners | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
CLIFFORD CAPITAL PARTNERS LLC | 2 | 2 | 0.07% | 0.19% | 0.32% | Q2 2023 | Q3 2023 | 2 |
ASCEND CAPITAL, LLC | 2 | 2 | 0.19% | 0.27% | 0.35% | Q3 2014 | Q4 2014 | 2 |
Argent Advisors, Inc. | 2 | 2 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q1 2020 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q1 2019 | 2 |
Evolution Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Single Point Partners, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q1 2023 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Salient Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Freedman Financial Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INDUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 5.02% | 10.02% | Q2 2013 | Q2 2013 | 2 |
Summit Financial Wealth Advisors, LLC | 2 | 2 | 0.47% | 0.48% | 0.48% | Q4 2015 | Q1 2016 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.99% | 1.53% | 2.06% | Q2 2017 | Q4 2017 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Sanders Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 2 |
Beck Bode, LLC | 2 | 2 | 0.64% | 0.67% | 0.70% | Q1 2023 | Q2 2023 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
JANUS HENDERSON GROUP PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.16% | 0.35% | 0.54% | Q4 2019 | Q3 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q4 2017 | Q1 2018 | 2 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.82% | 1.62% | Q2 2013 | Q3 2019 | 2 |
Echo Point Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
HighTower Trust Company, N.A. | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2015 | Q1 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BBR PARTNERS, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q4 2019 | 2 |
Cowen Investment Management LLC | 1 | 1 | 2.02% | 3.10% | 4.17% | Q3 2019 | Q1 2020 | 2 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.14% | 0.33% | 0.52% | Q4 2022 | Q1 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2019 | Q1 2020 | 2 |
GlobalBridge, Inc. | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q3 2013 | 2 |
Guinness Atkinson Asset Management Inc | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2013 | Q3 2013 | 2 |
Accredited Investors Inc. | 2 | 2 | 0.19% | 0.20% | 0.20% | Q3 2017 | Q4 2017 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.18% | 0.42% | 0.66% | Q1 2016 | Q2 2016 | 2 |
Sageworth Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.99% | 1.02% | 1.05% | Q1 2022 | Q2 2022 | 2 |
Shorepoint Capital Partners LLC | 2 | 2 | 1.03% | 1.06% | 1.09% | Q1 2019 | Q2 2019 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.08% | 0.09% | 0.11% | Q1 2018 | Q2 2018 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q2 2014 | 2 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2019 | Q4 2019 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Saiers Capital, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q4 2014 | 2 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2018 | 2 |
ROTHSCHILD INVESTMENT LLC /IL | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q2 2016 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q3 2014 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q2 2015 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
S.A. Mason LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Omnia Family Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Weil Company, Inc. | 1 | 1 | 0.11% | 0.15% | 0.19% | Q4 2017 | Q3 2019 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 2 |
SAMLYN CAPITAL, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q2 2022 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Castle Hook Partners LP | 1 | 1 | 0.46% | 1.18% | 1.91% | Q2 2021 | Q1 2022 | 2 |
StellarOne CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.06% | 0.11% | 0.16% | Q1 2014 | Q3 2015 | 2 |
WRIGHT INVESTORS SERVICE INC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q3 2017 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Privium Fund Management B.V. | 1 | 1 | 0.13% | 0.43% | 0.73% | Q3 2022 | Q3 2022 | 2 |
Beacon Pointe Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Jump Financial, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2021 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
swisspartners Advisors Ltd | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2021 | Q2 2021 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
MRP Capital Investments, LLC | 2 | 2 | 0.01% | 0.82% | 1.64% | Q2 2023 | Q3 2023 | 2 |
PRINCETON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2015 | 2 |
Parkwood LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2015 | Q2 2015 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TCW GROUP INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 2 |
Ayalon Insurance Comp Ltd. | 2 | 2 | 0.16% | 0.18% | 0.19% | Q1 2015 | Q2 2015 | 2 |
Westover Capital Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q2 2021 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BlueCrest Capital Management LLP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2014 | Q1 2014 | 1 |
Founders Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
HGI Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2018 | Q2 2018 | 1 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
PARADIGM ASSET MANAGEMENT CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 1 | 1 | 2.16% | 2.16% | 2.16% | Q2 2015 | Q2 2015 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Glenview Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Werba Rubin Papier Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
Tech Square Trading LP | 1 | 1 | 2.30% | 2.30% | 2.30% | Q4 2018 | Q4 2018 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2022 | Q4 2022 | 1 |
Fosun International Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2020 | Q4 2020 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Sculptor Capital LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q4 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2017 | Q3 2017 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Platte River Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Vantage Financial Partners Ltd., Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2017 | Q3 2017 | 1 |
BAHL & GAYNOR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
StoneX Group Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Cooperatieve Rabobank U.A. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
G&S Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Rossmore Private Capital | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
COWEN INC. | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2019 | Q1 2019 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
AT Bancorp | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2016 | Q1 2016 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2023 | Q3 2023 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Richard P Slaughter Associates Inc | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2023 | Q4 2023 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Arden Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
F3Logic, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2023 | Q1 2023 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q4 2016 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2010 | Q2 2010 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MENORA MIVTACHIM HOLDINGS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
HNP Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Legal & General Group Plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Franklin, Parlapiano, Turner & Welch, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
XML Financial, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 2.13% | 2.13% | 2.13% | Q1 2022 | Q1 2022 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COWA, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2016 | Q1 2016 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Enterprise Bank & Trust Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2019 | Q3 2019 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own HSBC HLDGS PLC or have owned HSBC HLDGS PLC in the past.