Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 103 |
Citadel Advisors | 24 | 15 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 81 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 72 |
HUNTINGTON NATIONAL BANK | 48 | 2 | 0.00% | 0.01% | 0.06% | Q1 2009 | Q3 2023 | 57 |
Walleye Trading LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 56 |
MILLENNIUM MANAGEMENT LLC | 23 | 2 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 48 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 46 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 46 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 45 |
BRANDES INVESTMENT PARTNERS, LP | 44 | 44 | 0.03% | 1.06% | 2.03% | Q4 2012 | Q3 2023 | 44 |
PEAK6 Investments LLC | 14 | 6 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 43 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
HERITAGE INVESTORS MANAGEMENT CORP | 42 | 42 | 0.03% | 0.19% | 0.40% | Q2 2013 | Q3 2023 | 42 |
First Horizon Advisors, Inc. | 37 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 42 |
PEAK6 Group LLC | 10 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2018 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.02% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
FIRST HAWAIIAN BANK | 21 | 20 | 0.06% | 0.46% | 1.09% | Q2 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 32 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Renaissance Technologies | 41 | 41 | 0.02% | 0.07% | 0.18% | Q3 2013 | Q3 2023 | 41 |
Smithfield Trust Co | 20 | 20 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
HOERTKORN RICHARD CHARLES | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
BARCLAYS PLC | 34 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 39 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 39 |
GLENMEDE TRUST CO NA | 21 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 39 |
Hudock, Inc. | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.00% | 0.03% | 0.07% | Q2 2014 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2022 | 38 |
JANE STREET GROUP, LLC | 17 | 2 | 0.00% | 0.00% | 0.04% | Q2 2014 | Q3 2023 | 38 |
Cutler Group LLC / CA | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2021 | 38 |
AMERICAN CENTURY COMPANIES INC | 35 | 3 | 0.00% | 0.09% | 0.18% | Q4 2013 | Q3 2023 | 38 |
CIBC WORLD MARKET INC. | 36 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 38 |
J.P. Morgan Private Wealth Advisors LLC | 36 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 37 |
ClearBridge Investments | 29 | 8 | 0.01% | 0.04% | 0.25% | Q2 2013 | Q3 2022 | 37 |
STIFEL FINANCIAL CORP | 34 | 3 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 37 |
Mondrian Investment Partners LTD | 37 | 37 | 0.24% | 1.28% | 1.87% | Q3 2014 | Q3 2023 | 37 |
MACQUARIE GROUP LTD | 37 | 37 | 0.05% | 0.15% | 0.30% | Q3 2014 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 14 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 37 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
STEPHENS INC /AR/ | 36 | 36 | 0.01% | 0.05% | 0.11% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2022 | 36 |
Janney Montgomery Scott LLC | 30 | 5 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 35 |
Cardinal Capital Management | 35 | 35 | 0.28% | 0.44% | 0.64% | Q2 2013 | Q4 2021 | 35 |
CREDIT SUISSE AG/ | 16 | 2 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2022 | 35 |
DEUTSCHE BANK AG\ | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2021 | 35 |
STATE STREET CORP | 34 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 35 |
SIGNATUREFD, LLC | 25 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.04% | 0.11% | Q2 2015 | Q3 2023 | 34 |
AMERICAN NATIONAL INSURANCE CO | 34 | 34 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q3 2021 | 34 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.17% | 0.22% | 0.30% | Q2 2015 | Q3 2023 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 33 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 19 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 33 |
Checchi Capital Advisers, LLC | 30 | 1 | 0.02% | 0.04% | 0.16% | Q4 2013 | Q3 2023 | 33 |
KEMPNER CAPITAL MANAGEMENT INC. | 33 | 33 | 0.60% | 2.10% | 3.27% | Q2 2013 | Q2 2021 | 33 |
FEDERATED HERMES, INC. | 18 | 14 | 0.00% | 0.02% | 0.11% | Q4 2014 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.01% | 0.08% | Q1 2016 | Q4 2023 | 32 |
D. E. Shaw & Co., Inc. | 12 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 32 |
Invesco Ltd. | 26 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Sanders Capital, LLC | 31 | 31 | 0.00% | 0.03% | 0.06% | Q4 2010 | Q2 2018 | 31 |
NISA INVESTMENT ADVISORS, LLC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.07% | 0.18% | 0.35% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
Capital Investment Counsel, Inc | 30 | 30 | 0.08% | 0.28% | 0.50% | Q1 2014 | Q2 2021 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.02% | 0.18% | 0.43% | Q2 2016 | Q3 2023 | 30 |
Parallax Volatility Advisers, L.P. | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 30 |
REILLY FINANCIAL ADVISORS, LLC | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 30 |
Cubist Systematic Strategies, LLC | 13 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q1 2023 | 30 |
Bartlett & Co. LLC | 19 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2023 | 30 |
KEYBANK NATIONAL ASSOCIATION/OH | 29 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2020 | 30 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 19 | 11 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 30 |
SCOTIA CAPITAL INC. | 30 | 30 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2020 | 30 |
WEATHERLY ASSET MANAGEMENT L. P. | 29 | 1 | 0.02% | 0.09% | 0.20% | Q1 2015 | Q3 2023 | 30 |
HighTower Advisors, LLC | 14 | 2 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 29 |
ASSETMARK, INC | 25 | 4 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 29 |
BTC Capital Management, Inc. | 14 | 7 | 0.03% | 0.08% | 0.17% | Q3 2015 | Q3 2023 | 29 |
Hanson & Doremus Investment Management | 29 | 29 | 0.00% | 0.10% | 0.24% | Q2 2013 | Q2 2020 | 29 |
M&T BANK CORP | 27 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
LOGAN CAPITAL MANAGEMENT INC | 19 | 10 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 29 |
Creative Planning | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
BESSEMER GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 29 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 29 | 29 | 0.00% | 0.09% | 0.24% | Q3 2016 | Q3 2023 | 29 |
EQUITY INVESTMENT CORP | 28 | 28 | 0.97% | 1.88% | 2.89% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.06% | 0.11% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Winch Advisory Services, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Pacer Advisors, Inc. | 12 | 1 | 0.00% | 0.15% | 0.93% | Q4 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.10% | 0.17% | Q2 2013 | Q1 2020 | 28 |
DODGE & COX | 16 | 11 | 0.14% | 0.44% | 0.94% | Q2 2013 | Q3 2023 | 27 |
ADVISOR PARTNERS LLC | 11 | 1 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q2 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q1 2023 | 27 |
Russell Investments Group, Ltd. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Cornerstone Advisors, Inc. | 24 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.08% | 0.17% | Q1 2017 | Q3 2023 | 27 |
American Trust Investment Advisors, LLC | 18 | 2 | 0.15% | 0.20% | 0.30% | Q4 2014 | Q3 2023 | 27 |
TD ASSET MANAGEMENT INC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
OLD NATIONAL BANCORP /IN/ | 14 | 12 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
HSBC HOLDINGS PLC | 14 | 6 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q2 2022 | 26 |
EAGLE ASSET MANAGEMENT INC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.07% | 0.19% | 0.42% | Q3 2016 | Q3 2023 | 26 |
ALLIANCEBERNSTEIN L.P. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
Harrington Investments, INC | 25 | 25 | 0.35% | 0.66% | 1.04% | Q3 2017 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 25 |
SOL Capital Management CO | 25 | 25 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q2 2019 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
Raymond James Financial Services Advisors, Inc. | 10 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 25 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 18 | 2 | 0.00% | 0.06% | 0.18% | Q1 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Investors Research Corp | 24 | 24 | 0.19% | 0.42% | 0.78% | Q4 2017 | Q3 2023 | 24 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q2 2023 | 24 |
Balentine LLC | 15 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 24 |
Sandy Spring Bank | 23 | 1 | 0.00% | 0.20% | 0.70% | Q2 2013 | Q3 2019 | 24 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Winslow, Evans & Crocker, Inc. | 15 | 8 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.05% | 0.14% | 0.39% | Q1 2018 | Q3 2023 | 23 |
B. Riley Wealth Advisors, Inc. | 16 | 1 | 0.01% | 0.06% | 0.12% | Q2 2014 | Q2 2023 | 23 |
BROWN ADVISORY INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
LSV ASSET MANAGEMENT | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
BlackRock Inc. | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 23 | 23 | 0.11% | 0.47% | 0.63% | Q2 2013 | Q4 2018 | 23 |
AdvisorNet Financial, Inc | 19 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Plante Moran Financial Advisors, LLC | 21 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 22 |
BALDWIN BROTHERS LLC/MA | 22 | 22 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2023 | 22 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 22 |
GREENLEAF TRUST | 21 | 21 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q1 2022 | 21 |
Trexquant Investment LP | 8 | 1 | 0.01% | 0.06% | 0.13% | Q4 2014 | Q2 2023 | 21 |
Point View Wealth Management, Inc. | 20 | 1 | 0.09% | 0.22% | 0.40% | Q4 2013 | Q1 2019 | 21 |
BROWN BROTHERS HARRIMAN & CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
SVB WEALTH LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 21 |
FINANCIAL CONSULATE, INC | 21 | 21 | 1.33% | 1.88% | 2.86% | Q1 2015 | Q1 2020 | 21 |
FRANKLIN RESOURCES INC | 15 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 21 |
AFT, FORSYTH & COMPANY, INC. | 12 | 2 | 0.04% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Fisher Asset Management, LLC | 14 | 1 | 0.00% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Kovitz Investment Group Partners, LLC | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 3 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 20 |
FDx Advisors, Inc. | 18 | 2 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2021 | 20 |
South Dakota Investment Council | 20 | 20 | 0.03% | 0.13% | 0.19% | Q3 2014 | Q2 2019 | 20 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q4 2022 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
MUFG Americas Holdings Corp | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2018 | 19 |
Dynamic Technology Lab Private Ltd | 6 | 1 | 0.03% | 0.11% | 0.51% | Q4 2013 | Q2 2023 | 19 |
CASTLEARK MANAGEMENT LLC | 13 | 6 | 0.12% | 0.21% | 0.33% | Q2 2013 | Q1 2018 | 19 |
Financial Gravity Asset Management, Inc. | 8 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 19 |
RHUMBLINE ADVISERS | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 19 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 19 | 19 | 0.19% | 0.58% | 0.97% | Q1 2015 | Q3 2019 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Front Row Advisors LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.02% | 0.06% | 0.12% | Q1 2014 | Q3 2018 | 19 |
Twin Tree Management, LP | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q1 2023 | 19 |
GUGGENHEIM CAPITAL LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 19 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 19 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 19 | 0.04% | 0.08% | 0.26% | Q4 2016 | Q2 2021 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Avior Wealth Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Connor, Clark & Lunn Investment Management Ltd. | 8 | 1 | 0.00% | 0.03% | 0.17% | Q4 2016 | Q3 2023 | 18 |
TRUIST FINANCIAL CORP | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 18 |
Orbis Allan Gray Ltd | 9 | 1 | 0.01% | 0.13% | 0.46% | Q3 2016 | Q2 2021 | 18 |
RATIONAL ADVISORS LLC | 13 | 5 | 0.02% | 0.12% | 0.16% | Q1 2009 | Q4 2013 | 18 |
Compagnie Lombard Odier SCmA | 18 | 18 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q1 2019 | 18 |
GFS Advisors, LLC | 12 | 6 | 0.00% | 0.11% | 0.25% | Q2 2013 | Q4 2017 | 18 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 18 |
Valeo Financial Advisors, LLC | 15 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 18 |
NOESIS CAPITAL MANGEMENT CORP | 18 | 18 | 1.16% | 1.93% | 3.01% | Q2 2013 | Q3 2017 | 18 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
RAYMOND JAMES TRUST N.A. | 8 | 1 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
REGENTATLANTIC CAPITAL LLC | 13 | 4 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2018 | 17 |
Neuberger Berman Group LLC | 16 | 1 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2019 | 17 |
WHITTIER TRUST CO OF NEVADA INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
Spot Trading L.L.C | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2017 | 17 |
REGIONS FINANCIAL CORP | 17 | 17 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2019 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.10% | 0.19% | 0.38% | Q2 2013 | Q2 2017 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.02% | 0.19% | 0.41% | Q2 2013 | Q2 2017 | 17 |
AFAM CAPITAL, INC. | 17 | 17 | 0.17% | 0.20% | 0.23% | Q3 2014 | Q3 2018 | 17 |
ETRADE Capital Management LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2020 | 17 |
Baker Ellis Asset Management LLC | 11 | 6 | 0.04% | 0.19% | 0.42% | Q2 2013 | Q3 2023 | 17 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.00% | 0.16% | 0.43% | Q4 2015 | Q3 2023 | 17 |
Community Financial Services Group, LLC | 16 | 16 | 0.56% | 1.22% | 1.91% | Q1 2015 | Q4 2018 | 16 |
CENTRAL TRUST Co | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 16 |
Vantage Investment Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2017 | 16 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.43% | 4.30% | Q1 2014 | Q3 2023 | 16 |
Glassman Wealth Services | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2023 | 16 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 16 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 16 |
PINNACLE ASSOCIATES LTD | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 16 |
EATON VANCE MANAGEMENT | 9 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
CKW FINANCIAL GROUP | 10 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 16 |
LMR Partners LLP | 4 | 1 | 0.01% | 0.38% | 1.54% | Q3 2016 | Q2 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.04% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Cerity Partners LLC | 9 | 6 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 15 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q3 2022 | 15 |
OFI Advisors LLC | 11 | 4 | 0.03% | 0.05% | 0.10% | Q3 2011 | Q3 2015 | 15 |
HBK INVESTMENTS L P | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2018 | 15 |
Gemmer Asset Management LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 15 |
Ethic Inc. | 15 | 15 | 0.05% | 0.10% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.03% | 0.07% | 0.26% | Q2 2013 | Q4 2016 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Virtu KCG Holdings LLC | 14 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q2 2017 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.02% | 0.07% | 0.15% | Q1 2020 | Q3 2023 | 15 |
RITHOLTZ WEALTH MANAGEMENT | 15 | 15 | 0.05% | 0.13% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
PRENTISS SMITH & CO INC | 14 | 1 | 0.05% | 2.06% | 4.32% | Q2 2013 | Q3 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
THOMAS WHITE INTERNATIONAL LTD | 14 | 14 | 0.00% | 0.71% | 0.91% | Q1 2015 | Q2 2018 | 14 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 14 |
Value Partners Investments Inc. | 14 | 14 | 0.36% | 0.59% | 1.70% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2022 | 14 |
Strategic Global Advisors, LLC | 8 | 3 | 0.03% | 0.20% | 0.60% | Q1 2019 | Q3 2023 | 14 |
Baird Financial Group, Inc. | 11 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 14 |
Patten Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 14 |
Carmichael Hill & Associates, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 14 |
AlphaMark Advisors, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 14 |
180 WEALTH ADVISORS, LLC | 12 | 2 | 0.09% | 0.13% | 0.16% | Q4 2017 | Q3 2023 | 14 |
Tradewinds Capital Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 14 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q3 2016 | 14 |
SIGNET FINANCIAL MANAGEMENT, LLC | 9 | 2 | 0.00% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 14 |
Joel Isaacson & Co., LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 14 | 14 | 0.30% | 0.78% | 1.20% | Q2 2014 | Q3 2017 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 14 |
Mirae Asset Global Investments Co., Ltd. | 12 | 2 | 0.01% | 0.02% | 0.05% | Q2 2011 | Q4 2016 | 14 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 4 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q4 2021 | 14 |
EAGLE GLOBAL ADVISORS LLC | 13 | 1 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 12 | 1 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q3 2016 | 13 |
Rehmann Capital Advisory Group | 7 | 6 | 0.00% | 0.05% | 0.13% | Q3 2012 | Q3 2019 | 13 |
NINE MASTS CAPITAL Ltd | 13 | 13 | 0.07% | 0.96% | 2.65% | Q4 2014 | Q4 2017 | 13 |
Opus Capital Group, LLC | 5 | 2 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q1 2019 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.06% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Sharkey, Howes & Javer | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
TORONTO DOMINION BANK | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2016 | 13 |
RELIANCE TRUST CO OF DELAWARE | 13 | 13 | 0.02% | 0.11% | 0.19% | Q2 2013 | Q2 2016 | 13 |
Proficio Capital Partners LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q4 2018 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.04% | 0.07% | Q2 2016 | Q2 2019 | 13 |
Summit Global Investments | 13 | 13 | 0.11% | 0.20% | 0.31% | Q3 2020 | Q3 2023 | 13 |
SUNTRUST BANKS INC | 9 | 4 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2018 | 13 |
Ellevest, Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 13 |
HERMES INVESTMENT MANAGEMENT LTD | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 13 |
OPTIMUM INVESTMENT ADVISORS | 7 | 6 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q2 2019 | 13 |
Johnson Financial Group, Inc. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 13 |
RMB Capital Management, LLC | 9 | 4 | 0.02% | 0.10% | 0.19% | Q2 2013 | Q3 2016 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2021 | 13 |
North Star Investment Management Corp. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
FIRST TRUST ADVISORS LP | 8 | 2 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q4 2020 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q3 2017 | 13 |
MYCIO WEALTH PARTNERS, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 12 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q2 2023 | 12 |
PARK AVENUE SECURITIES LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SPECTRUM ADVISORY SERVICES INC | 12 | 12 | 0.07% | 0.13% | 0.22% | Q2 2013 | Q1 2016 | 12 |
HM PAYSON & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.10% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q1 2022 | 12 |
NAVELLIER & ASSOCIATES INC | 9 | 3 | 0.00% | 0.01% | 0.02% | Q3 2012 | Q3 2015 | 12 |
WFG Advisors, LP | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 12 |
BOKF, NA | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Zions Bancorporation | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2017 | 12 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Lombard Odier & Cie (Canada), Limited Partnership | 12 | 12 | 0.26% | 0.55% | 0.97% | Q4 2013 | Q3 2016 | 12 |
Westchester Capital Management, Inc. | 12 | 12 | 1.99% | 2.64% | 3.27% | Q2 2013 | Q1 2016 | 12 |
Financial Management Professionals, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
A.R.T. Advisors, LLC | 4 | 1 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q2 2019 | 12 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 12 |
Eventide Asset Management | 11 | 1 | 0.01% | 0.08% | 0.10% | Q3 2016 | Q3 2019 | 12 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2022 | 11 |
Nationwide Fund Advisors | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2017 | 11 |
Bruderman Asset Management, LLC | 8 | 1 | 0.00% | 0.07% | 0.25% | Q1 2015 | Q2 2018 | 11 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 11 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 11 |
MML INVESTORS SERVICES, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 11 |
SCOUT INVESTMENTS, INC. | 11 | 11 | 0.76% | 1.13% | 1.41% | Q2 2013 | Q4 2015 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 1.40% | 1.61% | 2.11% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Cornerstone Investment Partners, LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2020 | 11 |
Pinnacle Bancorp, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.10% | 0.22% | Q2 2013 | Q4 2015 | 11 |
BNP PARIBAS FINANCIAL MARKETS | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Boston Partners | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 11 |
American Research & Management Co. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
First Allied Advisory Services, Inc. | 8 | 3 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q2 2017 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SYNOVUS FINANCIAL CORP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 10 |
Kestra Advisory Services, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
ROCKEFELLER FINANCIAL SERVICES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
Freedom Investment Management, Inc. | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2021 | 10 |
PREMIER ASSET MANAGEMENT LLC | 8 | 2 | 0.15% | 0.64% | 2.10% | Q3 2013 | Q2 2022 | 10 |
Mitsubishi UFJ Asset Management Co., Ltd. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Hardman Johnston Global Advisors LLC | 10 | 10 | 0.04% | 0.14% | 0.30% | Q4 2013 | Q1 2016 | 10 |
CANADA PENSION PLAN INVESTMENT BOARD | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.05% | 0.15% | Q1 2019 | Q3 2023 | 10 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 5 | 0.01% | 0.16% | 0.34% | Q1 2021 | Q3 2023 | 10 |
ACADIA TRUST NA | 10 | 10 | 1.80% | 2.30% | 2.72% | Q2 2014 | Q3 2016 | 10 |
Country Club Trust Company, n.a. | 10 | 10 | 0.45% | 0.72% | 0.92% | Q3 2013 | Q4 2015 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Caprock Group, LLC | 4 | 3 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 10 |
RNC CAPITAL MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CONNABLE OFFICE INC | 10 | 10 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q3 2015 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q2 2022 | 10 |
OPPENHEIMER & CO INC | 7 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2021 | 10 |
Manchester Capital Management LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 10 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
ROPES WEALTH ADVISORS LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2018 | 10 |
Concord Wealth Partners | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
EVERGREEN CAPITAL MANAGEMENT LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
NumerixS Investment Technologies Inc | 7 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q2 2020 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
BlackRock Investment Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2016 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.00% | 0.02% | 0.02% | Q2 2019 | Q2 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Clearstead Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
Amundi | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q2 2015 | 9 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q1 2023 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 9 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 9 |
MEEDER ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
WHITTIER TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2019 | 9 |
PRUDENTIAL PLC | 9 | 9 | 0.00% | 0.14% | 0.19% | Q2 2016 | Q2 2018 | 9 |
Abundance Wealth Counselors | 6 | 1 | 0.03% | 0.16% | 0.28% | Q1 2021 | Q3 2023 | 9 |
Lenox Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 9 |
AllSquare Wealth Management LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2020 | 9 |
MOTCO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 9 |
FIRST MANHATTAN CO. LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Guild Investment Management, Inc. | 9 | 9 | 0.54% | 1.36% | 2.27% | Q2 2021 | Q2 2023 | 9 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.04% | 0.10% | 0.20% | Q4 2014 | Q4 2019 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Richard P Slaughter Associates Inc | 9 | 9 | 0.36% | 0.42% | 0.47% | Q4 2021 | Q4 2023 | 9 |
Ballentine Partners, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 9 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.12% | 0.31% | Q4 2014 | Q3 2019 | 8 |
Capital International Investors | 8 | 8 | 0.06% | 0.11% | 0.18% | Q2 2013 | Q1 2015 | 8 |
WASHINGTON TRUST Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.50% | 0.64% | 0.90% | Q4 2014 | Q3 2016 | 8 |
JFB Holdings Corp | 8 | 8 | 2.58% | 2.88% | 3.17% | Q4 2014 | Q3 2016 | 8 |
Knights of Columbus Asset Advisors LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2022 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q3 2018 | 8 |
CBIZ Investment Advisory Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.14% | 0.23% | 0.33% | Q2 2013 | Q1 2015 | 8 |
BB&T SECURITIES, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2018 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Grantham, Mayo, Van Otterloo & Co. LLC | 8 | 8 | 0.03% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
TREVOR STEWART BURTON & JACOBSEN INC | 8 | 8 | 0.18% | 1.73% | 2.75% | Q2 2013 | Q1 2015 | 8 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Total Clarity Wealth Management, Inc. | 6 | 1 | 0.01% | 0.09% | 0.20% | Q4 2019 | Q4 2022 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Candriam S.C.A. | 5 | 3 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2020 | 8 |
BELLEVUE ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Neuburgh Advisers LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 8 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Barry Investment Advisors, LLC | 8 | 8 | 0.00% | 2.16% | 2.63% | Q1 2015 | Q4 2016 | 8 |
Flinton Capital Management LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q3 2018 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 4 | 4 | 0.72% | 6.43% | 36.63% | Q4 2016 | Q3 2021 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Sargent Bickham Lagudis LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 8 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 8 | 8 | 1.30% | 1.85% | 2.28% | Q2 2013 | Q1 2015 | 8 |
Taylor Hoffman Wealth Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 8 | 8 | 0.02% | 0.34% | 0.66% | Q1 2018 | Q4 2019 | 8 |
TEXAS CAPITAL BANCSHARES INC/TX | 8 | 8 | 0.13% | 0.17% | 0.27% | Q2 2013 | Q1 2015 | 8 |
Cribstone Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2017 | 7 |
Paloma Partners Management Co | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2017 | 7 |
HHG & Company, LLC | 7 | 7 | 0.05% | 0.09% | 0.11% | Q2 2013 | Q4 2014 | 7 |
Sunbelt Securities, Inc. | 5 | 2 | 0.15% | 0.28% | 0.35% | Q4 2014 | Q4 2016 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q4 2014 | 7 |
Americana Partners, LLC | 7 | 7 | 0.04% | 0.08% | 0.22% | Q4 2021 | Q2 2023 | 7 |
HL FINANCIAL SERVICES LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2015 | 7 |
DREMAN VALUE MANAGEMENT, L L C | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2016 | 7 |
Verition Fund Management LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q4 2019 | 7 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 6 | 1 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2020 | 7 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.03% | 0.09% | Q1 2018 | Q2 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Allworth Financial LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 7 |
USA FINANCIAL FORMULAS | 7 | 7 | 0.08% | 0.11% | 0.16% | Q2 2017 | Q4 2018 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
First Personal Financial Services | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Versant Capital Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Cetera Investment Advisers | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Selway Asset Management | 7 | 7 | 0.77% | 1.21% | 1.64% | Q2 2014 | Q4 2015 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
Fiera Capital Corp | 7 | 7 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q2 2016 | 7 |
Alexandria Capital, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 7 |
SALEM INVESTMENT COUNSELORS INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.01% | 0.08% | 0.21% | Q1 2018 | Q2 2021 | 7 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.05% | 0.18% | 0.51% | Q2 2013 | Q1 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TODD ASSET MANAGEMENT LLC | 7 | 7 | 0.29% | 0.87% | 1.25% | Q2 2021 | Q4 2022 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Airain ltd | 5 | 2 | 0.02% | 0.06% | 0.12% | Q3 2015 | Q2 2017 | 7 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.00% | 0.08% | 0.26% | Q4 2014 | Q3 2023 | 7 |
BLAIR WILLIAM & CO/IL | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2022 | 7 |
CONNING INC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2020 | 7 |
FMA ADVISORY INC | 6 | 1 | 0.06% | 0.35% | 0.55% | Q2 2013 | Q2 2015 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Armor Investment Advisors, LLC | 7 | 7 | 0.20% | 0.27% | 0.38% | Q4 2016 | Q2 2018 | 7 |
AXA S.A. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Hedges Asset Management LLC | 7 | 7 | 0.29% | 0.35% | 0.44% | Q1 2022 | Q3 2023 | 7 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.07% | 0.26% | Q3 2019 | Q3 2023 | 7 |
Avalon Investment & Advisory | 5 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2020 | 7 |
Blueshift Asset Management, LLC | 4 | 1 | 0.05% | 0.17% | 0.38% | Q4 2018 | Q2 2022 | 7 |
BOSTON ADVISORS LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 7 |
Lenox Wealth Management, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 7 |
Aquatic Capital Management LLC | 5 | 2 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
CHICKASAW CAPITAL MANAGEMENT LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
BRINKER CAPITAL INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2020 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.28% | 0.47% | 0.67% | Q4 2021 | Q1 2023 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
LAZARD ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 6 |
Employees Retirement System of Texas | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
FORA Capital, LLC | 3 | 1 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q3 2022 | 6 |
Mount Yale Investment Advisors, LLC | 6 | 6 | 0.02% | 0.07% | 0.18% | Q2 2022 | Q3 2023 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Quantamental Technologies LLC | 2 | 1 | 0.04% | 0.25% | 0.62% | Q2 2019 | Q2 2023 | 6 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.09% | 0.26% | Q1 2018 | Q3 2022 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Aviance Capital Partners, LLC | 6 | 6 | 0.19% | 0.28% | 0.37% | Q1 2018 | Q2 2019 | 6 |
BSW Wealth Partners | 3 | 1 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q2 2023 | 6 |
CURIAN CAPITAL LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
AMP Capital Investors Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 6 |
Dorsey & Whitney Trust CO LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 6 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2018 | 6 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 4 | 2 | 0.08% | 0.23% | 0.31% | Q2 2021 | Q4 2022 | 6 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 6 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 6 |
Convergence Investment Partners, LLC | 4 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q1 2018 | 6 |
SIT INVESTMENT ASSOCIATES INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
MANNING & NAPIER ADVISORS LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2017 | 6 |
Private Advisory Group LLC | 6 | 6 | 0.31% | 0.68% | 0.90% | Q2 2022 | Q3 2023 | 6 |
Lipe & Dalton | 6 | 6 | 2.00% | 2.81% | 3.20% | Q4 2014 | Q1 2016 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2022 | 6 |
Cypress Capital, LLC | 3 | 3 | 0.00% | 0.37% | 0.76% | Q4 2020 | Q3 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.12% | 0.16% | 0.19% | Q2 2022 | Q3 2023 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 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 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 6 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q2 2020 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
CIDEL ASSET MANAGEMENT INC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q4 2014 | Q1 2016 | 6 |
WEALTH EFFECTS LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 6 |
APG Asset Management N.V. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ativo Capital Management LLC | 6 | 6 | 0.34% | 0.45% | 0.57% | Q1 2018 | Q2 2019 | 6 |
DC Investments Management, LLC | 2 | 1 | 0.11% | 0.21% | 0.52% | Q4 2017 | Q4 2020 | 6 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 6 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 5 |
Litman Gregory Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Hartford Financial Management Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 5 |
Boston Common Asset Management, LLC | 5 | 5 | 0.42% | 0.54% | 0.67% | Q2 2013 | Q2 2014 | 5 |
Sumitomo Mitsui Trust Holdings, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.35% | 0.43% | 0.50% | Q3 2022 | Q3 2023 | 5 |
ArchPoint Investors | 5 | 5 | 0.08% | 0.17% | 0.21% | Q3 2014 | Q3 2015 | 5 |
Bogart Wealth, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
PZENA INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
Sequoia Financial Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.03% | 0.11% | Q4 2017 | Q1 2019 | 5 |
Lourd Capital, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 5 |
SeaBridge Investment Advisors LLC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q2 2013 | Q2 2014 | 5 |
COHEN & STEERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2018 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
New Capital Management LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
GABELLI FUNDS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
WASHINGTON TRUST BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 5 |
Parkside Financial Bank & Trust | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2022 | 5 |
Sonora Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 5 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2019 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Waverly Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 5 |
Affiance Financial, LLC | 4 | 1 | 0.00% | 0.61% | 1.25% | Q2 2015 | Q4 2022 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
FIRST NEW YORK SECURITIES LLC /NY | 4 | 1 | 0.00% | 0.12% | 0.26% | Q3 2014 | Q3 2016 | 5 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 5 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q4 2016 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q2 2016 | Q2 2017 | 5 |
Addenda Capital Inc. | 5 | 5 | 0.20% | 0.24% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Athos Capital Ltd | 5 | 5 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q2 2018 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.08% | 0.13% | 0.19% | Q2 2017 | Q3 2023 | 5 |
OppenheimerFunds, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q3 2020 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.06% | 0.07% | 0.10% | Q3 2019 | Q3 2020 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2020 | 5 |
MAI Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 5 | 5 | 0.04% | 1.47% | 1.91% | Q4 2014 | Q4 2015 | 5 |
Vise Technologies, Inc. | 3 | 2 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 5 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5 | 5 | 0.01% | 0.10% | 0.18% | Q3 2013 | Q3 2014 | 5 |
Sawyer & Company, Inc | 5 | 5 | 0.40% | 0.52% | 0.65% | Q4 2017 | Q4 2018 | 5 |
Veritable, L.P. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q1 2015 | 5 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 5 |
Acrospire Investment Management LLC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q2 2017 | 5 |
Endurance Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.15% | 0.23% | 0.33% | Q3 2014 | Q4 2015 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.04% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
DEERE & CO | 5 | 5 | 0.04% | 0.07% | 0.16% | Q3 2015 | Q3 2016 | 5 |
Capital World Investors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 4 |
EMORY UNIVERSITY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2012 | 4 |
MidWestOne Financial Group, Inc. | 4 | 4 | 0.18% | 0.20% | 0.23% | Q1 2021 | Q4 2021 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2023 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2018 | 4 |
WRIGHT INVESTORS SERVICE INC | 2 | 1 | 0.16% | 0.62% | 0.89% | Q2 2013 | Q1 2017 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.55% | 0.63% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Diligent Investors, LLC | 4 | 4 | 0.30% | 0.32% | 0.34% | Q4 2014 | Q3 2015 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
West Family Investments, Inc. | 2 | 2 | 0.12% | 0.19% | 0.29% | Q2 2021 | Q3 2023 | 4 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 4 |
Mork Capital Management, LLC | 4 | 4 | 0.70% | 0.80% | 0.92% | Q4 2021 | Q3 2022 | 4 |
Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Yorktown Management & Research Co Inc | 3 | 1 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 4 |
Freestone Capital Holdings, LLC | 3 | 1 | 0.02% | 0.08% | 0.11% | Q1 2014 | Q1 2022 | 4 |
Stamos Capital Partners, L.P. | 4 | 4 | 0.21% | 0.42% | 0.59% | Q4 2021 | Q3 2022 | 4 |
STRS OHIO | 4 | 4 | 0.10% | 0.10% | 0.11% | Q2 2013 | Q1 2014 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 4 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 |
NorthCoast Asset Management LLC | 2 | 1 | 0.04% | 0.09% | 0.18% | Q4 2013 | Q3 2021 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 4 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
TIEDEMANN ADVISORS, LLC | 4 | 4 | 0.04% | 0.10% | 0.13% | Q4 2016 | Q3 2017 | 4 |
IMPAX ASSET MANAGEMENT LLC | 4 | 4 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q1 2014 | 4 |
Advisory Resource Group | 4 | 4 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q2 2022 | 4 |
Vilas Fund, LP | 4 | 4 | 5.90% | 7.90% | 11.44% | Q4 2018 | Q3 2019 | 4 |
CSat Investment Advisory, L.P. | 4 | 4 | 2.74% | 3.49% | 4.23% | Q3 2013 | Q2 2014 | 4 |
Well Done, LLC | 1 | 1 | 0.00% | 0.05% | 0.11% | Q4 2015 | Q4 2018 | 4 |
TURNER INVESTMENTS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
WBI INVESTMENTS, LLC | 4 | 4 | 0.10% | 0.28% | 0.48% | Q2 2014 | Q1 2015 | 4 |
QUEST CAPITAL MANAGEMENT INC /ADV | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q4 2019 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Icon Wealth Partners, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q1 2019 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FOSTER & MOTLEY INC | 4 | 4 | 0.09% | 0.16% | 0.23% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AMG National Trust Bank | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q4 2021 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
1919 Investment Counsel, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Corient Capital Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 4 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q1 2015 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Banyan Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q3 2014 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ADVANCE CAPITAL I INC | 4 | 4 | 0.48% | 0.68% | 0.82% | Q2 2014 | Q1 2015 | 4 |
SRS Capital Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
SCHARF INVESTMENTS, LLC | 4 | 4 | 0.02% | 1.33% | 1.86% | Q1 2014 | Q4 2014 | 4 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.06% | 0.10% | 0.16% | Q1 2019 | Q1 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.14% | 0.22% | 0.27% | Q4 2022 | Q3 2023 | 4 |
GENESEE VALLEY TRUST CO | 4 | 4 | 0.29% | 0.35% | 0.38% | Q2 2013 | Q1 2014 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.16% | 0.37% | 0.61% | Q4 2015 | Q1 2022 | 4 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
MILES CAPITAL, INC. | 4 | 4 | 0.13% | 0.14% | 0.16% | Q3 2016 | Q2 2017 | 4 |
Nelson Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wagner Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 4 |
Golden State Equity Partners | 3 | 3 | 0.07% | 0.10% | 0.16% | Q1 2023 | Q3 2023 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 0.19% | 0.20% | 0.22% | Q2 2013 | Q4 2013 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Connectus Wealth, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 3 |
Whitnell & Co. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 3 |
CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 3 |
Segantii Capital Management Ltd | 2 | 1 | 0.05% | 0.27% | 0.72% | Q4 2013 | Q1 2015 | 3 |
CIBC BANK USA | 3 | 3 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q4 2013 | 3 |
ORBIS HOLDINGS LTD | 3 | 3 | 0.01% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.05% | 0.08% | Q3 2018 | Q3 2022 | 3 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Aaron Wealth Advisors LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 3 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2016 | 3 |
Kathmere Capital Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.06% | 0.09% | 0.11% | Q4 2015 | Q1 2018 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 1.03% | 1.09% | 1.13% | Q2 2013 | Q4 2013 | 3 |
CHESAPEAKE ASSET MANAGEMENT LLC | 3 | 3 | 1.76% | 2.12% | 2.35% | Q2 2013 | Q4 2013 | 3 |
FIRST MERCANTILE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 1.73% | 1.79% | 1.87% | Q2 2015 | Q4 2015 | 3 |
Gratus Capital, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q4 2016 | 3 |
TOMPKINS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 3 |
FNY Managed Accounts LLC | 1 | 1 | 0.03% | 0.12% | 0.24% | Q3 2016 | Q3 2017 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 3 |
Qtron Investments LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2015 | 3 |
Intersect Capital LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
GRATRY & Co LLC | 3 | 3 | 2.34% | 2.61% | 2.76% | Q3 2016 | Q1 2017 | 3 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 3 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Nicholas Investment Partners, LP | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Ionic Capital Management LLC | 3 | 3 | 0.10% | 0.21% | 0.31% | Q2 2021 | Q4 2021 | 3 |
INTRUST BANK NA | 3 | 3 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q4 2013 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.32% | 0.38% | 0.44% | Q1 2023 | Q3 2023 | 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Cetera Advisor Networks LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Parsec Financial Management, Inc. | 2 | 1 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q4 2021 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.13% | 0.18% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Gary Goldberg Planning Services Inc | 3 | 3 | 0.09% | 0.15% | 0.23% | Q2 2014 | Q4 2014 | 3 |
Stevens First Principles Investment Advisors | 3 | 3 | 0.96% | 1.03% | 1.15% | Q1 2014 | Q3 2014 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.05% | 0.08% | 0.11% | Q1 2014 | Q1 2017 | 3 |
Edge Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.01% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 3 |
BARINGS LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q2 2016 | 3 |
Cadence Wealth Management LLC | 3 | 3 | 0.17% | 0.21% | 0.25% | Q4 2021 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Platte River Capital LLC | 3 | 3 | 0.15% | 0.20% | 0.26% | Q2 2013 | Q4 2013 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.08% | 0.11% | 0.13% | Q1 2010 | Q4 2010 | 3 |
MITCHELL CAPITAL MANAGEMENT CO | 3 | 3 | 0.18% | 0.20% | 0.21% | Q3 2021 | Q1 2022 | 3 |
SEARLE & CO. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Cable Hill Partners, LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q3 2017 | Q2 2023 | 3 |
Perigon Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 3 |
NWAM LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q2 2020 | 3 |
TCWP LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q1 2022 | Q2 2023 | 3 |
PRUDENTIAL FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 3 |
XY Capital Ltd | 2 | 1 | 1.26% | 2.06% | 3.22% | Q4 2022 | Q3 2023 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q3 2018 | Q1 2019 | 3 |
Lowe Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2023 | 3 |
RUSSELL FRANK CO/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 3 |
BANCED CORP | 2 | 1 | 0.22% | 0.24% | 0.26% | Q1 2014 | Q4 2014 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.47% | 0.50% | 0.53% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Summit Financial Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 1 | 0.04% | 0.08% | 0.10% | Q1 2016 | Q1 2020 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q3 2013 | 3 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 3 |
FIRST HORIZON CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Capricorn Fund Managers Ltd | 2 | 1 | 1.16% | 4.15% | 9.08% | Q4 2022 | Q3 2023 | 3 |
Horizon Investments, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q1 2021 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 3 |
9258 Wealth Management, LLC | 1 | 1 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 3 |
Princeton Alpha Management LP | 2 | 1 | 0.06% | 0.14% | 0.24% | Q1 2014 | Q3 2016 | 3 |
Holloway Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
LEUTHOLD GROUP, LLC | 3 | 3 | 0.58% | 0.63% | 0.66% | Q3 2017 | Q1 2018 | 3 |
CAPITAL GUARDIAN TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2018 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q4 2013 | 3 |
Cadence Bank | 3 | 3 | 0.26% | 0.29% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
CAMG Solamere Management, LLC | 2 | 2 | 0.76% | 0.77% | 0.77% | Q2 2021 | Q3 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
JB Capital LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Wilmington Trust, National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 2 |
River Road Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.34% | 0.36% | 0.38% | Q4 2020 | Q4 2021 | 2 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.40% | 0.41% | 0.42% | Q4 2020 | Q3 2021 | 2 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.09% | 1.45% | 2.81% | Q3 2017 | Q4 2017 | 2 |
Standard Family Office LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
FRIESS ASSOCIATES LLC | 2 | 2 | 0.24% | 0.52% | 0.81% | Q2 2013 | Q3 2013 | 2 |
Capstone Investment Advisors (Netherlands), B.V. | 2 | 2 | 0.75% | 0.89% | 1.04% | Q4 2016 | Q1 2017 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Baring International Investment Ltd | 1 | 1 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
FIRST AMERICAN TRUST, FSB | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2013 | Q4 2013 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2 | 2 | 5.31% | 7.94% | 10.57% | Q2 2013 | Q3 2013 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Arden Trust Co | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q3 2013 | 2 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 2 |
Ceredex Value Advisors LLC | 2 | 2 | 0.48% | 0.58% | 0.67% | Q2 2019 | Q3 2019 | 2 |
HighPoint Advisor Group LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q1 2016 | Q2 2018 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.34% | 0.38% | 0.43% | Q2 2021 | Q3 2021 | 2 |
Exchange Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
SHAPIRO ROBERT N | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
ING GROEP NV | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2013 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2017 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Parametric Risk Advisors LLC | 2 | 2 | 1.69% | 1.83% | 1.97% | Q3 2013 | Q4 2013 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 2.50% | 2.62% | 2.74% | Q2 2022 | Q3 2022 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 2 |
BURNEY CO/ | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 2 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 2 |
Scott & Selber, Inc. | 2 | 2 | 1.74% | 1.79% | 1.84% | Q2 2013 | Q3 2013 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.13% | 0.23% | 0.33% | Q1 2022 | Q2 2022 | 2 |
HITE Hedge Asset Management LLC | 2 | 2 | 0.02% | 0.08% | 0.15% | Q2 2023 | Q3 2023 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
AlphaQ Advisors LLC | 2 | 2 | 0.16% | 0.19% | 0.21% | Q2 2023 | Q3 2023 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Pendal Group Ltd | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
KLINGENSTEIN FIELDS & CO LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
FORTEM FINANCIAL GROUP, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2018 | Q1 2019 | 2 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2021 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.11% | 0.20% | Q1 2023 | Q3 2023 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.20% | 0.20% | 0.21% | Q1 2022 | Q2 2022 | 2 |
Lester Murray Antman dba SimplyRich | 2 | 2 | 0.34% | 0.43% | 0.52% | Q2 2023 | Q3 2023 | 2 |
Mawer Investment Management Ltd. | 2 | 2 | 0.12% | 0.50% | 0.87% | Q2 2013 | Q3 2013 | 2 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2023 | 2 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Invictus RG | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q1 2016 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 2 | 2 | 1.05% | 1.09% | 1.12% | Q1 2014 | Q2 2014 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.05% | 0.10% | Q2 2019 | Q2 2020 | 2 |
COZAD ASSET MANAGEMENT INC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2018 | Q3 2018 | 2 |
DE BURLO GROUP INC | 2 | 2 | 0.49% | 0.51% | 0.53% | Q3 2013 | Q4 2013 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PVG Asset Management | 2 | 2 | 0.81% | 0.84% | 0.88% | Q4 2014 | Q1 2015 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Bluefin Trading, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Guinness Atkinson Asset Management Inc | 2 | 2 | 0.67% | 0.70% | 0.73% | Q2 2013 | Q3 2013 | 2 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 2 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.24% | 0.25% | 0.27% | Q4 2014 | Q1 2015 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q2 2022 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q3 2014 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.07% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
IPG Investment Advisors LLC | 1 | 1 | 1.32% | 1.33% | 1.34% | Q1 2021 | Q4 2021 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
SUSQUEHANNA TRUST & INVESTMENT CO | 2 | 2 | 1.08% | 1.11% | 1.13% | Q1 2014 | Q2 2014 | 2 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vulcan Value Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Confluence Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Kernodle & Katon Asset Management Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
StellarOne CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Maven Securities LTD | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2017 | Q4 2017 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
RBF Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Telemark Asset Management, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2013 | Q2 2013 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2015 | Q3 2015 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q1 2022 | Q1 2022 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2015 | Q2 2015 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2013 | Q4 2013 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Infini Master Fund | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2021 | Q4 2021 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MARK ASSET MANAGEMENT LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CAPITAL GROWTH MANAGEMENT LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2013 | Q2 2013 | 1 |
Lodestone Wealth Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
BI Asset Management Fondsmaeglerselskab A/S | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Homrich & Berg | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
PDS Planning, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2016 | Q1 2016 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Anchor Bolt Capital, LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2014 | Q1 2014 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Citizens Business Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2018 | Q1 2018 | 1 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gilfoyle Foundation Trust | 1 | 1 | 100.00% | 100.00% | 100.00% | Q1 2023 | Q1 2023 | 1 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
MQS Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jump Trading, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Savant Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
1ST SOURCE BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Infini Capital Management Ltd | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2015 | Q1 2015 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Seminole Management Co., Inc. | 1 | 1 | 1.77% | 1.77% | 1.77% | Q3 2014 | Q3 2014 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 5.56% | 5.56% | 5.56% | Q2 2023 | Q2 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Founders Capital Management | 1 | 1 | 1.27% | 1.27% | 1.27% | Q1 2017 | Q1 2017 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Independence Trust CO | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2015 | Q2 2015 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2017 | Q2 2017 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PDT Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Crestline Management, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
ASPIRIANT HOLDINGS S3, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 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 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
External links
This page lists all the filers that currently own HONDA MOTOR LTD or have owned HONDA MOTOR LTD in the past.