Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 120 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 104 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 99 |
Citadel Advisors | 30 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 91 |
Walleye Trading LLC | 34 | 34 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 73 |
Cutler Group LLC / CA | 18 | 10 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 72 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.00% | 0.02% | Q1 2009 | Q3 2023 | 59 |
HighTower Advisors, LLC | 39 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 56 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2018 | 50 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 49 |
JANE STREET GROUP, LLC | 21 | 1 | 0.00% | 0.01% | 0.16% | Q2 2014 | Q3 2023 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 47 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2017 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2023 | 44 |
Camelot Portfolios, LLC | 42 | 42 | 0.00% | 0.54% | 1.30% | Q2 2013 | Q3 2023 | 44 |
WOLVERINE TRADING, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 44 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 43 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
LINCLUDEN MANAGEMENT LTD | 42 | 42 | 0.01% | 0.46% | 0.69% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Twin Tree Management, LP | 10 | 1 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q2 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LETKO, BROSSEAU & ASSOCIATES INC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 42 |
BONNESS ENTERPRISES INC | 42 | 42 | 0.30% | 0.81% | 1.46% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 42 | 42 | 0.01% | 0.03% | 0.49% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 41 | 41 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 32 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
FDx Advisors, Inc. | 30 | 11 | 0.00% | 0.08% | 0.36% | Q2 2013 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2023 | 40 |
EAGLE GLOBAL ADVISORS LLC | 40 | 40 | 0.11% | 0.26% | 0.44% | Q4 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.01% | 0.05% | 0.16% | Q4 2013 | Q3 2023 | 40 |
THOMAS WHITE INTERNATIONAL LTD | 40 | 40 | 0.20% | 0.62% | 1.21% | Q3 2013 | Q2 2023 | 40 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Smithfield Trust Co | 36 | 3 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
LPL Financial LLC | 30 | 9 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 39 |
SIGNATUREFD, LLC | 23 | 14 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 37 |
BTC Capital Management, Inc. | 37 | 37 | 0.08% | 0.29% | 1.10% | Q3 2014 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2022 | 36 |
Fisher Asset Management, LLC | 30 | 6 | 0.00% | 0.38% | 0.99% | Q2 2013 | Q3 2023 | 36 |
THORNBURG INVESTMENT MANAGEMENT INC | 21 | 5 | 0.00% | 0.22% | 0.61% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Neuberger Berman Group LLC | 28 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
Iowa State Bank | 26 | 10 | 0.14% | 0.36% | 1.11% | Q2 2013 | Q3 2023 | 36 |
EATON VANCE MANAGEMENT | 36 | 36 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2022 | 36 |
GUGGENHEIM CAPITAL LLC | 35 | 35 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 35 |
BESSEMER GROUP INC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
FMR LLC | 21 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.06% | 0.10% | 0.15% | Q2 2015 | Q3 2023 | 34 |
TODD ASSET MANAGEMENT LLC | 34 | 34 | 0.25% | 0.54% | 0.82% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 34 |
BOKF, NA | 22 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 34 |
Carroll Financial Associates, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2021 | 34 |
FARMERS & MERCHANTS INVESTMENTS INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 33 |
Rock Point Advisors, LLC | 33 | 33 | 0.57% | 2.70% | 5.52% | Q4 2014 | Q4 2022 | 33 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 33 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 28 | 5 | 0.06% | 0.14% | 0.23% | Q2 2015 | Q3 2023 | 33 |
ASSETMARK, INC | 32 | 1 | 0.00% | 0.03% | 0.23% | Q1 2015 | Q3 2023 | 33 |
WELLINGTON MANAGEMENT GROUP LLP | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2021 | 32 |
Raymond James Financial Services Advisors, Inc. | 31 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
Cambridge Investment Research Advisors, Inc. | 23 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 32 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 32 |
FINANCIAL COUNSELORS INC | 28 | 4 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 32 |
Parallax Volatility Advisers, L.P. | 10 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2022 | 31 |
Rehmann Capital Advisory Group | 17 | 3 | 0.01% | 3.48% | 21.79% | Q4 2008 | Q3 2023 | 31 |
Invesco Ltd. | 29 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 31 | 31 | 0.06% | 0.26% | 0.59% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q4 2020 | 31 |
PINNACLE ASSOCIATES LTD | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 30 |
Cubist Systematic Strategies, LLC | 10 | 2 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q2 2023 | 30 |
CITY HOLDING CO | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
BLAIR WILLIAM & CO/IL | 30 | 30 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2022 | 30 |
Oakworth Capital, Inc. | 19 | 11 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2021 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2020 | 30 |
ADVISOR PARTNERS LLC | 19 | 11 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q2 2022 | 30 |
HANCOCK WHITNEY CORP | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 29 |
SCOTIA CAPITAL INC. | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 29 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 29 | 29 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 25 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 29 |
LOGAN CAPITAL MANAGEMENT INC | 29 | 29 | 0.03% | 0.07% | 0.14% | Q3 2016 | Q3 2023 | 29 |
FEDERATED HERMES, INC. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
M&T BANK CORP | 20 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 29 |
FIRST MANHATTAN CO. LLC. | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 29 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.09% | 0.14% | Q2 2013 | Q1 2020 | 28 |
STATE STREET CORP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
AMG National Trust Bank | 22 | 1 | 0.04% | 0.13% | 0.22% | Q3 2014 | Q2 2022 | 28 |
TRUST CO OF VERMONT | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.00% | 0.03% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Winslow, Evans & Crocker, Inc. | 20 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
REGIONS FINANCIAL CORP | 28 | 28 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2020 | 28 |
BRIDGES INVESTMENT MANAGEMENT INC | 28 | 28 | 0.08% | 0.31% | 0.89% | Q4 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 27 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 27 | 27 | 0.04% | 0.57% | 1.14% | Q1 2014 | Q3 2020 | 27 |
MACQUARIE GROUP LTD | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 27 |
TORONTO DOMINION BANK | 20 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 27 |
FRONT BARNETT ASSOCIATES LLC | 27 | 27 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2019 | 27 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Allworth Financial LP | 16 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.05% | 0.13% | Q1 2017 | Q3 2023 | 27 |
Hartford Financial Management Inc. | 21 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 27 |
Pacer Advisors, Inc. | 7 | 1 | 0.00% | 0.09% | 0.48% | Q4 2013 | Q3 2023 | 27 |
WASATCH ADVISORS LP | 27 | 27 | 0.02% | 0.03% | 0.10% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 27 |
PEAK6 Investments LLC | 6 | 3 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q2 2023 | 26 |
CWM, LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 26 |
TWO SIGMA INVESTMENTS, LP | 18 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2022 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.05% | 0.10% | 0.32% | Q3 2016 | Q3 2023 | 26 |
Boston Common Asset Management, LLC | 26 | 26 | 0.13% | 0.37% | 0.51% | Q2 2017 | Q3 2023 | 26 |
HSBC HOLDINGS PLC | 23 | 3 | 0.00% | 0.01% | 0.01% | Q1 2012 | Q3 2023 | 26 |
ClearBridge Investments | 21 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 26 |
WHITTIER TRUST CO | 24 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
CREDIT SUISSE AG/ | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2022 | 25 |
SUNTRUST BANKS INC | 25 | 25 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2019 | 25 |
GREENLEAF TRUST | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
BB&T SECURITIES, LLC | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2019 | 25 |
Diligent Investors, LLC | 25 | 25 | 0.03% | 0.07% | 0.14% | Q3 2017 | Q3 2023 | 25 |
TD ASSET MANAGEMENT INC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2020 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
CENTRAL TRUST Co | 25 | 25 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2019 | 25 |
SALEM INVESTMENT COUNSELORS INC | 19 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
SYNOVUS FINANCIAL CORP | 23 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 24 |
Advisors Asset Management, Inc. | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
YHB Investment Advisors, Inc. | 24 | 24 | 0.02% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 24 |
ETRADE Capital Management LLC | 21 | 1 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q3 2020 | 24 |
NEXT Financial Group, Inc | 9 | 2 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q4 2021 | 24 |
ROTHSCHILD INVESTMENT LLC /IL | 24 | 24 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2019 | 24 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11 | 1 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 23 |
Diversified Investment Strategies, LLC | 23 | 23 | 0.12% | 1.91% | 3.64% | Q2 2013 | Q4 2018 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.04% | 0.13% | Q1 2018 | Q3 2023 | 23 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.02% | 0.17% | Q3 2016 | Q1 2023 | 23 |
SHELTON CAPITAL MANAGEMENT | 23 | 23 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q4 2018 | 23 |
PORTLAND INVESTMENT COUNSEL INC. | 10 | 2 | 0.08% | 0.47% | 1.31% | Q2 2013 | Q1 2020 | 22 |
Gradient Investments LLC | 21 | 1 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q3 2022 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 22 | 22 | 0.00% | 0.33% | 1.05% | Q2 2013 | Q3 2018 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
SIT INVESTMENT ASSOCIATES INC | 21 | 1 | 0.00% | 0.07% | 0.12% | Q4 2014 | Q3 2020 | 22 |
Investors Research Corp | 21 | 21 | 0.15% | 0.26% | 0.46% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 21 |
D.A. DAVIDSON & CO. | 17 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 21 |
AMERICAN NATIONAL INSURANCE CO | 21 | 21 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 21 |
Strategic Advisors LLC | 20 | 1 | 0.18% | 0.86% | 1.35% | Q3 2013 | Q2 2019 | 21 |
VNBTrust, National Association | 21 | 21 | 1.52% | 2.98% | 4.30% | Q2 2013 | Q2 2018 | 21 |
MML INVESTORS SERVICES, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.01% | 0.14% | 0.61% | Q1 2015 | Q3 2023 | 21 |
LAKE STREET ADVISORS GROUP, LLC | 12 | 2 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
CIBC BANK USA | 17 | 1 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q2 2019 | 20 |
Galibier Capital Management Ltd. | 20 | 20 | 0.10% | 0.36% | 1.23% | Q4 2018 | Q3 2023 | 20 |
Glassman Wealth Services | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 20 |
RELIANCE TRUST CO OF DELAWARE | 20 | 20 | 0.06% | 0.13% | 0.18% | Q2 2013 | Q1 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Parkside Financial Bank & Trust | 12 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 20 |
JANUS HENDERSON GROUP PLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2020 | 20 |
Aristotle Capital Management, LLC | 20 | 20 | 0.04% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | 19 | 19 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q4 2017 | 19 |
WEDBUSH SECURITIES INC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2020 | 19 |
GRATRY & Co LLC | 19 | 19 | 2.34% | 3.27% | 4.07% | Q3 2013 | Q1 2018 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Dorsey & Whitney Trust CO LLC | 15 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 19 |
Yorktown Management & Research Co Inc | 19 | 19 | 0.03% | 0.06% | 0.13% | Q3 2013 | Q1 2018 | 19 |
Voya Financial Advisors, Inc. | 19 | 19 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q1 2021 | 19 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 19 |
Front Row Advisors LLC | 11 | 8 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 19 |
Covenant Partners, LLC | 16 | 3 | 0.08% | 0.33% | 0.68% | Q4 2018 | Q3 2023 | 19 |
Thomas J. Herzfeld Advisors, Inc. | 17 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2020 | 19 |
WRIGHT INVESTORS SERVICE INC | 8 | 3 | 0.12% | 0.30% | 0.48% | Q3 2013 | Q4 2020 | 19 |
Pinnacle Wealth Planning Services, Inc. | 16 | 1 | 0.05% | 0.13% | 0.45% | Q2 2018 | Q3 2023 | 19 |
Mount Yale Investment Advisors, LLC | 9 | 2 | 0.01% | 0.05% | 0.11% | Q1 2018 | Q3 2023 | 19 |
Wellington Shields Capital Management, LLC | 19 | 19 | 0.04% | 0.10% | 0.23% | Q1 2014 | Q3 2018 | 19 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 19 | 19 | 0.19% | 0.51% | 1.06% | Q1 2014 | Q3 2018 | 19 |
HAP Trading, LLC | 7 | 4 | 0.00% | 0.01% | 0.11% | Q2 2018 | Q1 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q2 2022 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2018 | 19 |
1832 Asset Management L.P. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2022 | 19 |
ALLIANCEBERNSTEIN L.P. | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 19 |
DREMAN VALUE MANAGEMENT, L L C | 10 | 4 | 0.00% | 0.22% | 0.60% | Q2 2013 | Q1 2018 | 18 |
RAYMOND JAMES TRUST N.A. | 13 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2021 | 18 |
ROCKEFELLER FINANCIAL SERVICES INC | 13 | 5 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2017 | 18 |
BerganKDV Wealth Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
CAPITAL ONE, NATIONAL ASSOCIATION | 15 | 3 | 0.01% | 0.04% | 0.07% | Q3 2013 | Q1 2018 | 18 |
SG Americas Securities, LLC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2022 | 18 |
Mitsubishi UFJ Asset Management Co., Ltd. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
BALDWIN BROTHERS LLC/MA | 17 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 18 |
Kistler-Tiffany Companies, LLC | 16 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q2 2023 | 18 |
RHUMBLINE ADVISERS | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 18 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 1 | 0.00% | 0.06% | 0.40% | Q1 2017 | Q3 2023 | 18 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 17 |
TWO SIGMA ADVISERS, LP | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2022 | 17 |
KCS Wealth Advisory | 9 | 8 | 0.06% | 0.13% | 0.28% | Q4 2017 | Q1 2022 | 17 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q2 2017 | 17 |
PRINCIPAL FINANCIAL GROUP INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 17 |
BRIDGES INVESTMENT COUNSEL INC/ | 9 | 8 | 0.88% | 2.14% | 3.07% | Q2 2013 | Q4 2017 | 17 |
BRINKER CAPITAL INC | 14 | 1 | 0.01% | 0.53% | 3.24% | Q1 2015 | Q2 2020 | 17 |
Ellevest, Inc. | 16 | 1 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 17 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 5 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2019 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Susquehanna International Securities, Ltd. | 8 | 4 | 0.05% | 0.83% | 4.65% | Q1 2019 | Q3 2023 | 17 |
LAZARD ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 17 |
Compagnie Lombard Odier SCmA | 14 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.05% | 0.14% | 0.23% | Q2 2013 | Q2 2017 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 17 |
Valeo Financial Advisors, LLC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 16 |
BREMER TRUST NATIONAL ASSOCIATION | 15 | 1 | 0.00% | 0.07% | 0.10% | Q3 2013 | Q4 2018 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Caprock Group, LLC | 15 | 1 | 0.01% | 0.05% | 0.08% | Q1 2016 | Q3 2023 | 16 |
PALLADIEM, LLC | 12 | 4 | 0.00% | 0.18% | 0.35% | Q4 2014 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
JCIC Asset Management Inc. | 12 | 4 | 0.04% | 0.99% | 1.93% | Q3 2017 | Q3 2023 | 16 |
Point View Wealth Management, Inc. | 16 | 16 | 0.10% | 0.16% | 0.30% | Q4 2013 | Q3 2017 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Ballentine Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
SAGE RHINO CAPITAL LLC | 15 | 15 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
NorthCoast Asset Management LLC | 7 | 3 | 0.01% | 0.10% | 0.19% | Q3 2015 | Q3 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
KANALY TRUST CO | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 15 |
ADVISORY RESEARCH INC | 15 | 15 | 0.00% | 0.44% | 1.53% | Q2 2018 | Q4 2021 | 15 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Mariner, LLC | 9 | 6 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.06% | 0.20% | Q4 2015 | Q2 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% | 0.13% | Q3 2011 | Q3 2015 | 15 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q4 2019 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 15 |
Wealthspire Advisors, L.P. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q2 2019 | 15 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 15 |
Cresset Asset Management, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
RITHOLTZ WEALTH MANAGEMENT | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
TEACHERS ADVISORS, LLC | 15 | 15 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2017 | 15 |
Cetera Investment Advisers | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Orbis Allan Gray Ltd | 11 | 4 | 0.03% | 0.09% | 0.14% | Q1 2016 | Q3 2021 | 15 |
Moloney Securities Asset Management, LLC | 15 | 15 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q4 2016 | 15 |
STEPHENS INC /AR/ | 11 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 14 |
1st Global Advisors, Inc. | 14 | 14 | 0.03% | 0.08% | 0.13% | Q1 2014 | Q2 2017 | 14 |
ATLAS CAPITAL ADVISORS LLC | 9 | 5 | 0.00% | 0.06% | 0.25% | Q1 2018 | Q1 2022 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 14 |
Archford Capital Strategies, LLC | 8 | 6 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2019 | 14 |
Freestone Capital Holdings, LLC | 14 | 14 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q1 2022 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Private Advisor Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 14 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 14 |
Endurance Wealth Management, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
McIlrath & Eck, LLC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 14 |
Proficio Capital Partners LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2019 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
WASHINGTON TRUST Co | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q3 2020 | 14 |
Tradewinds Global Investors, LLC | 14 | 14 | 0.73% | 1.69% | 3.97% | Q2 2013 | Q3 2016 | 14 |
Atlas Brown,Inc. | 14 | 14 | 0.05% | 0.10% | 0.20% | Q1 2017 | Q2 2020 | 14 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q1 2023 | 14 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 14 |
MAI Capital Management | 9 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Ethic Inc. | 14 | 14 | 0.06% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 14 |
MUFG Americas Holdings Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q4 2021 | 13 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q4 2018 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.10% | 0.14% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Sanders Capital, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Manchester Capital Management LLC | 10 | 3 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 13 |
MOTCO | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 13 |
SRS Capital Advisors, Inc. | 7 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 13 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 13 |
Commonwealth Equity Services, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 13 |
First Allied Advisory Services, Inc. | 6 | 2 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2019 | 13 |
FIRST INTERSTATE BANK | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2018 | 13 |
Cerity Partners LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 13 |
Corient Capital Partners, LLC | 12 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2022 | 13 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2023 | 13 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 7 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Timber Hill LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 13 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 12 |
Russell Investments Group, Ltd. | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 12 |
Gemmer Asset Management LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 12 |
SYMPHONY ASSET MANAGEMENT LLC | 12 | 12 | 0.05% | 0.15% | 0.22% | Q3 2013 | Q2 2016 | 12 |
Bayesian Capital Management, LP | 4 | 1 | 0.02% | 0.11% | 0.32% | Q1 2016 | Q2 2023 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Engineers Gate Manager LP | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 12 |
First Personal Financial Services | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2020 | 12 |
Lorne Steinberg Wealth Management Inc. | 12 | 12 | 2.29% | 2.87% | 3.70% | Q4 2020 | Q3 2023 | 12 |
Dorsey Wright & Associates | 4 | 4 | 0.72% | 0.92% | 1.19% | Q2 2017 | Q3 2023 | 12 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.03% | 0.12% | Q3 2016 | Q2 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 12 |
JFS WEALTH ADVISORS, LLC | 8 | 4 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Capital International Investors | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 12 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q1 2016 | 11 |
CAPITAL GUARDIAN TRUST CO | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2018 | 11 |
Edge Capital Group, LLC | 6 | 5 | 0.01% | 0.42% | 0.68% | Q4 2018 | Q2 2022 | 11 |
NumerixS Investment Technologies Inc | 5 | 2 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q2 2020 | 11 |
Venturi Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Zions Bancorporation | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2017 | 11 |
Nuveen Fund Advisors, LLC | 11 | 11 | 0.10% | 0.47% | 1.12% | Q2 2016 | Q4 2018 | 11 |
GUARDIAN CAPITAL ADVISORS LP | 11 | 11 | 0.56% | 0.90% | 1.29% | Q1 2021 | Q3 2023 | 11 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Aaron Wealth Advisors LLC | 11 | 11 | 0.09% | 0.21% | 0.73% | Q1 2021 | Q3 2023 | 11 |
Allianz Asset Management GmbH | 6 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 11 |
EAGLE ASSET MANAGEMENT INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 11 |
MBB PUBLIC MARKETS I LLC | 7 | 7 | 0.01% | 0.63% | 2.01% | Q4 2021 | Q2 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
DUBUQUE BANK & TRUST CO | 10 | 1 | 0.00% | 0.42% | 0.54% | Q4 2015 | Q3 2023 | 11 |
Trexquant Investment LP | 6 | 1 | 0.03% | 0.05% | 0.09% | Q4 2015 | Q3 2023 | 11 |
Hilltop Holdings Inc. | 6 | 1 | 0.01% | 0.04% | 0.08% | Q2 2014 | Q3 2023 | 11 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.01% | 0.10% | Q3 2016 | Q2 2023 | 11 |
First Trust Direct Indexing L.P. | 10 | 1 | 0.01% | 0.13% | 0.23% | Q4 2020 | Q3 2023 | 11 |
RMB Capital Management, LLC | 5 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2019 | 11 |
Grove Bank & Trust | 9 | 2 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q1 2023 | 11 |
Avestar Capital, LLC | 7 | 3 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 10 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 10 |
CAMBIAR INVESTORS LLC | 10 | 10 | 0.13% | 0.80% | 1.55% | Q2 2021 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 10 |
Independent Portfolio Consultants, Inc. | 9 | 1 | 0.00% | 0.09% | 0.22% | Q3 2014 | Q2 2017 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q3 2023 | 10 |
WHITTIER TRUST CO OF NEVADA INC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 10 |
Atria Investments, Inc | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2022 | 10 |
Belpointe Asset Management LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 10 |
BROWN BROTHERS HARRIMAN & CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Prudent Man Advisors, LLC | 6 | 4 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.05% | 0.08% | 0.10% | Q2 2016 | Q3 2018 | 10 |
Dynamic Capital Management Ltd | 2 | 1 | 0.03% | 0.20% | 0.41% | Q2 2013 | Q4 2017 | 10 |
AFAM CAPITAL, INC. | 10 | 10 | 0.58% | 0.74% | 0.85% | Q2 2016 | Q3 2018 | 10 |
CONNABLE OFFICE INC | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2015 | 10 |
Snowden Capital Advisors LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
EARNEST PARTNERS LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BALASA DINVERNO & FOLTZ LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
TLWM | 10 | 10 | 0.12% | 0.25% | 0.41% | Q4 2017 | Q1 2020 | 10 |
Altium Wealth Management LLC | 8 | 2 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q2 2022 | 10 |
Transamerica Financial Advisors, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Sargent Bickham Lagudis LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 10 |
Chevy Chase Trust Holdings, LLC | 10 | 10 | 0.01% | 0.08% | 0.14% | Q3 2017 | Q4 2019 | 10 |
INTRUST BANK NA | 9 | 1 | 0.02% | 0.08% | 0.14% | Q4 2013 | Q3 2023 | 10 |
NTV ASSET MANAGEMENT LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 10 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.02% | 0.09% | 0.21% | Q2 2013 | Q1 2020 | 10 |
Fiera Capital Corp | 4 | 3 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q1 2018 | 10 |
Avalon Investment & Advisory | 10 | 10 | 0.03% | 0.07% | 0.14% | Q1 2017 | Q2 2019 | 10 |
WNY Asset Management, LLC | 8 | 1 | 0.03% | 0.05% | 0.11% | Q1 2021 | Q2 2023 | 9 |
Freedom Investment Management, Inc. | 7 | 1 | 0.01% | 0.02% | 0.06% | Q1 2014 | Q4 2018 | 9 |
Lester Murray Antman dba SimplyRich | 9 | 9 | 0.25% | 0.36% | 0.45% | Q4 2017 | Q4 2019 | 9 |
WFG Advisors, LP | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2015 | 9 |
NOMURA HOLDINGS INC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q1 2023 | 9 |
GENERAL ELECTRIC CO | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2015 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.05% | 0.07% | 0.08% | Q1 2014 | Q1 2016 | 9 |
NORTHROAD CAPITAL MANAGEMENT LLC | 9 | 9 | 1.91% | 2.23% | 2.65% | Q3 2014 | Q3 2016 | 9 |
PRIVATE TRUST CO NA | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 9 |
Ameritas Investment Partners, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 9 |
Ancora Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 9 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2022 | 9 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2021 | 9 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
Clarius Group, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
NewEdge Wealth, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Quantitative Investment Management, LLC | 2 | 1 | 0.01% | 0.05% | 0.13% | Q3 2013 | Q4 2020 | 9 |
Apex Capital Management | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 9 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 9 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.03% | 0.07% | 0.16% | Q3 2014 | Q2 2023 | 9 |
A.R.T. Advisors, LLC | 4 | 2 | 0.02% | 0.06% | 0.14% | Q2 2017 | Q4 2019 | 9 |
IHT Wealth Management, LLC | 6 | 3 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q1 2023 | 9 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 9 |
WRAPMANAGER INC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 8 |
Spire Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 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 |
Bellecapital International Ltd. | 8 | 8 | 0.09% | 0.14% | 0.25% | Q1 2018 | Q4 2019 | 8 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AGF INVESTMENTS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
EP Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 8 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2018 | 8 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 8 | 8 | 1.71% | 1.94% | 2.14% | Q2 2013 | Q1 2015 | 8 |
Enterprise Trust & Investment Co | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 8 |
DEARBORN PARTNERS LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
JONES FINANCIAL COMPANIES LLLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.04% | 0.08% | 0.12% | Q2 2015 | Q1 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Simplicity Solutions, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2022 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
American Trust Investment Advisors, LLC | 8 | 8 | 0.12% | 0.16% | 0.19% | Q4 2014 | Q3 2016 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
EDGE ASSET MANAGEMENT, INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2017 | 8 |
FAIRFIELD, BUSH & CO. | 6 | 1 | 0.00% | 0.06% | 0.11% | Q3 2017 | Q2 2023 | 8 |
Lenox Wealth Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 8 |
Beacon Pointe Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Capital Research Global Investors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2018 | 8 |
LVW Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2022 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Opus Capital Group, LLC | 8 | 8 | 0.04% | 0.08% | 0.11% | Q4 2016 | Q3 2018 | 8 |
Optiver Holding B.V. | 5 | 3 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
MARIETTA INVESTMENT PARTNERS LLC | 7 | 1 | 0.21% | 0.85% | 1.34% | Q3 2015 | Q1 2018 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Baird Financial Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 8 |
Calamos Wealth Management LLC | 8 | 8 | 0.05% | 0.15% | 0.22% | Q2 2020 | Q1 2022 | 8 |
FIRST NATIONAL TRUST CO | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Euclid Advisors LLC | 8 | 8 | 0.03% | 0.09% | 0.33% | Q4 2013 | Q3 2015 | 8 |
Samalin Investment Counsel, LLC | 7 | 1 | 0.04% | 0.11% | 0.13% | Q4 2019 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Nuveen Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.05% | 0.20% | 0.54% | Q1 2018 | Q3 2023 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q1 2015 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 4 | 3 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 7 |
CLEAR STREET MARKETS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.05% | 0.10% | 0.17% | Q1 2017 | Q3 2023 | 7 |
Cetera Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2023 | 7 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2022 | 7 |
RATIONAL ADVISORS LLC | 5 | 1 | 0.03% | 0.62% | 1.17% | Q1 2009 | Q3 2015 | 7 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 7 |
FourThought Financial, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q4 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.43% | 0.69% | Q4 2016 | Q2 2018 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 7 |
AMP Capital Investors Ltd | 5 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 7 |
Camarda Financial Advisors, LLC | 7 | 7 | 0.08% | 2.41% | 4.04% | Q2 2018 | Q4 2019 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Virginia National Bank | 7 | 7 | 1.21% | 2.98% | 12.03% | Q3 2018 | Q1 2020 | 7 |
Mirae Asset Global Investments Co., Ltd. | 4 | 3 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q4 2021 | 7 |
Stonehage Fleming Financial Services Holdings Ltd | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2019 | 7 |
Shilanski & Associates, Inc. | 4 | 3 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 7 |
Capital Advisory Group Advisory Services, LLC | 4 | 3 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 7 |
GUARDIAN CAPITAL LP | 4 | 3 | 0.15% | 0.29% | 0.41% | Q3 2017 | Q4 2021 | 7 |
THOMPSON DAVIS & CO., INC. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2017 | 7 |
FCA CORP /TX | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q4 2019 | 7 |
Resonant Capital Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2023 | 7 |
Prospera Financial Services Inc | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.07% | 0.09% | Q2 2013 | Q4 2014 | 7 |
PDT Partners, LLC | 2 | 1 | 0.01% | 0.16% | 0.37% | Q2 2013 | Q4 2016 | 7 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 1 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 7 |
Lenox Wealth Management, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 7 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.01% | 0.06% | 0.11% | Q4 2017 | Q1 2019 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
LORD, ABBETT & CO. LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2017 | 6 |
Quantinno Capital Management LP | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 6 |
Convergence Investment Partners, LLC | 5 | 1 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q1 2018 | 6 |
Winthrop Partners - WNY, LLC | 6 | 6 | 0.02% | 0.20% | 0.34% | Q2 2018 | Q3 2019 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 6 | 6 | 1.22% | 1.73% | 1.99% | Q3 2013 | Q4 2014 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
AMERICAN NATIONAL BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Community Bank, N.A. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 6 |
Connecticut Wealth Management, LLC | 6 | 6 | 0.11% | 0.12% | 0.13% | Q3 2016 | Q4 2017 | 6 |
Financial Architects, Inc | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2015 | 6 |
Ativo Capital Management LLC | 4 | 2 | 0.07% | 0.48% | 1.34% | Q2 2017 | Q3 2023 | 6 |
Five Oceans Advisors | 6 | 6 | 0.08% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q2 2023 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Quinn Opportunity Partners LLC | 6 | 6 | 0.51% | 0.87% | 1.11% | Q2 2022 | Q3 2023 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 6 |
Granahan Investment Management | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q4 2017 | 6 |
Larson Financial Group LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ALBION FINANCIAL GROUP /UT | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2017 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
STERNE AGEE GROUP, INC. | 6 | 6 | 0.06% | 0.07% | 0.12% | Q4 2013 | Q1 2015 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
RUSSELL FRANK CO/ | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
COOKSON PEIRCE & CO INC | 3 | 3 | 0.09% | 0.62% | 0.89% | Q3 2017 | Q3 2023 | 6 |
Legacy Wealth Asset Management, LLC | 6 | 6 | 0.11% | 0.22% | 0.51% | Q2 2022 | Q3 2023 | 6 |
Kovitz Investment Group Partners, LLC | 6 | 6 | 0.05% | 0.11% | 0.14% | Q4 2018 | Q1 2020 | 6 |
SVB WEALTH LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
180 WEALTH ADVISORS, LLC | 5 | 1 | 0.07% | 0.11% | 0.12% | Q4 2017 | Q4 2019 | 6 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 6 |
Northeast Financial Consultants Inc | 6 | 6 | 0.04% | 0.12% | 0.16% | Q4 2018 | Q1 2020 | 6 |
CIBC Private Wealth Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 6 |
AT Bancorp | 6 | 6 | 0.08% | 0.27% | 0.46% | Q1 2016 | Q2 2017 | 6 |
Vantage Investment Partners, LLC | 6 | 6 | 0.41% | 0.61% | 0.91% | Q4 2017 | Q1 2019 | 6 |
BELLEVUE ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
OXFORD FINANCIAL GROUP, LTD. LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 6 |
Centric Wealth Management | 6 | 6 | 0.06% | 0.14% | 0.18% | Q2 2019 | Q3 2020 | 6 |
BAILARD, INC. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 6 |
DAVENPORT & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRUDENTIAL FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Key FInancial Inc | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 6 |
Balentine LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2020 | 6 |
Sierra Capital LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 6 |
CARRET ASSET MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q2 2023 | 5 |
BANKERS TRUST CO | 5 | 5 | 7.09% | 7.93% | 8.67% | Q2 2013 | Q2 2014 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Edgestream Partners, L.P. | 5 | 5 | 0.05% | 0.10% | 0.22% | Q1 2022 | Q1 2023 | 5 |
SevenBridge Financial Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.05% | 0.20% | Q3 2018 | Q3 2019 | 5 |
Kavar Capital Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 5 |
NAVELLIER & ASSOCIATES INC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2015 | 5 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.02% | 0.08% | 0.21% | Q2 2019 | Q1 2022 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 5 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 5 |
QCM Cayman, Ltd. | 2 | 1 | 0.14% | 0.38% | 0.67% | Q3 2016 | Q3 2021 | 5 |
Claro Advisors LLC | 4 | 1 | 0.01% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 5 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q2 2019 | 5 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
Capital Bank & Trust Co | 2 | 1 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q2 2019 | 5 |
PRICE T ROWE ASSOCIATES INC /MD/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2020 | 5 |
Cable Hill Partners, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2018 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Willingdon Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 5 |
Stonebridge Capital Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 5 |
Naviter Wealth, LLC | 3 | 2 | 0.12% | 0.14% | 0.16% | Q2 2022 | Q3 2023 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.02% | 0.12% | 0.18% | Q3 2013 | Q2 2019 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 5 |
Clark Capital Management Group, Inc. | 5 | 5 | 0.10% | 0.12% | 0.14% | Q3 2016 | Q3 2017 | 5 |
Sovarnum Capital L.P. | 3 | 2 | 0.37% | 0.80% | 1.69% | Q1 2018 | Q2 2019 | 5 |
Krilogy Financial LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2018 | 5 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 5 | 5 | 0.09% | 0.10% | 0.10% | Q1 2017 | Q1 2018 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Vigilant Capital Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 5 |
Nicholas Hoffman & Company, LLC. | 5 | 5 | 0.07% | 0.10% | 0.14% | Q4 2017 | Q4 2018 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.07% | 0.08% | 0.10% | Q3 2017 | Q3 2018 | 5 |
Lourd Capital, LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
Windsor Creek Advisors, LLC | 5 | 5 | 0.07% | 0.42% | 0.63% | Q4 2020 | Q4 2021 | 5 |
Koss-Olinger Consulting, LLC | 5 | 5 | 0.05% | 0.20% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Icon Wealth Partners, LLC | 4 | 1 | 0.03% | 0.08% | 0.11% | Q4 2017 | Q1 2019 | 5 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 5 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Secure Asset Management, LLC | 4 | 4 | 0.06% | 0.09% | 0.14% | Q4 2019 | Q3 2020 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
CHANNING GLOBAL ADVISORS, LLC | 4 | 4 | 0.52% | 0.56% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q4 2022 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 4 |
HL FINANCIAL SERVICES LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 4 |
West Family Investments, Inc. | 3 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2022 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2022 | 4 |
CSat Investment Advisory, L.P. | 4 | 4 | 0.07% | 0.14% | 0.26% | Q4 2019 | Q3 2020 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
FNY Investment Advisers, LLC | 3 | 1 | 0.12% | 0.26% | 0.40% | Q4 2018 | Q4 2020 | 4 |
Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
PZENA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 4 |
Highlander Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Cooper Financial Group | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2020 | 4 |
PARK NATIONAL CORP /OH/ | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 4 |
Van Leeuwen & Company, LLC | 4 | 4 | 0.10% | 0.23% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Oxbow Advisors, LLC | 4 | 4 | 0.13% | 0.18% | 0.24% | Q3 2018 | Q2 2019 | 4 |
COMERICA SECURITIES INC | 3 | 1 | 0.04% | 0.06% | 0.12% | Q4 2014 | Q4 2016 | 4 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 4 |
First National Bank of South Miami | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Princeton Alpha Management LP | 3 | 1 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q3 2016 | 4 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q3 2018 | 4 |
Capital Analysts, LLC | 3 | 1 | 0.00% | 0.07% | 0.14% | Q4 2016 | Q2 2018 | 4 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2019 | 4 |
WealthStone, Inc. | 3 | 1 | 0.00% | 0.19% | 0.30% | Q2 2019 | Q1 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Renasant Bank | 3 | 1 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Legacy Bridge, LLC | 4 | 4 | 0.06% | 0.08% | 0.08% | Q4 2018 | Q3 2019 | 4 |
Boston Partners | 2 | 1 | 0.00% | 0.09% | 0.34% | Q2 2018 | Q3 2020 | 4 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q3 2017 | 4 |
MUFG Securities EMEA plc | 2 | 1 | 0.97% | 4.01% | 11.49% | Q2 2022 | Q3 2023 | 4 |
Sound Income Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.00% | 0.05% | 0.06% | Q4 2015 | Q3 2018 | 4 |
First Allied Asset Management, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q1 2015 | 4 |
LSV ASSET MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.14% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
WESTPAC BANKING CORP | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2013 | Q3 2014 | 4 |
Klingman & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HHG & Company, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q1 2014 | Q4 2014 | 4 |
Banco Santander, S.A. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
GENESEE VALLEY TRUST CO | 4 | 4 | 0.17% | 0.19% | 0.21% | Q2 2013 | Q1 2014 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3 | 3 | 0.65% | 1.39% | 1.95% | Q4 2017 | Q2 2018 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
XTX Topco Ltd | 2 | 1 | 0.09% | 0.16% | 0.25% | Q3 2021 | Q2 2022 | 3 |
Qtron Investments LLC | 3 | 3 | 0.05% | 0.09% | 0.14% | Q1 2023 | Q3 2023 | 3 |
ICON ADVISERS INC/CO | 3 | 3 | 0.44% | 0.47% | 0.49% | Q1 2023 | Q3 2023 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q4 2021 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 3 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q4 2018 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Cullen Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Tradition Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q2 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
ATWOOD & PALMER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 3 | 3 | 0.61% | 0.72% | 0.88% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.05% | 0.45% | 1.20% | Q2 2013 | Q1 2016 | 3 |
KWMG, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Heritage Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
First Command Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.07% | 0.08% | 0.10% | Q4 2017 | Q1 2019 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2 | 1 | 0.14% | 0.16% | 0.19% | Q2 2014 | Q4 2020 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Airain ltd | 2 | 1 | 0.02% | 0.13% | 0.21% | Q1 2016 | Q2 2017 | 3 |
CADENCE BANK NA | 2 | 1 | 0.08% | 0.09% | 0.11% | Q4 2013 | Q2 2017 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 0.29% | 0.36% | 0.44% | Q2 2013 | Q4 2013 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
WELD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.05% | 0.17% | 0.32% | Q4 2018 | Q2 2019 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 3 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Hyperion Capital Advisors LP | 3 | 3 | 0.09% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Susquehanna International Group Ltd. | 2 | 1 | 0.29% | 1.91% | 2.77% | Q4 2020 | Q3 2023 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
HM PAYSON & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIDUCIARY TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 3 |
FORTEM FINANCIAL GROUP, LLC | 2 | 1 | 0.01% | 0.11% | 0.17% | Q1 2019 | Q4 2020 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Triasima Portfolio Management inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Glenview Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DRW Securities, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Cedar Brook Financial Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
GABELLI FUNDS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Perigon Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2020 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Dougherty Wealth Advisers LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Tidal Investments LLC | 3 | 3 | 0.10% | 0.23% | 0.42% | Q4 2019 | Q2 2020 | 3 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 3 |
Senvest Management, LLC | 2 | 1 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2020 | 3 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.07% | 0.14% | 0.18% | Q2 2020 | Q1 2022 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.19% | 0.24% | 0.27% | Q1 2020 | Q3 2020 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GlobalBridge, Inc. | 3 | 3 | 0.14% | 0.14% | 0.15% | Q3 2013 | Q1 2014 | 3 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 3 |
VERTEX ONE ASSET MANAGEMENT INC. | 3 | 3 | 4.54% | 5.77% | 6.77% | Q3 2013 | Q1 2014 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Horizon Investments, LLC | 1 | 1 | 0.05% | 0.10% | 0.18% | Q2 2016 | Q2 2021 | 3 |
DEERE & CO | 3 | 3 | 0.04% | 0.07% | 0.12% | Q1 2016 | Q3 2016 | 3 |
SG3 Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2016 | Q1 2017 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
EVERETT HARRIS & CO /CA/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.11% | 0.18% | 0.25% | Q3 2020 | Q1 2022 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Stevard, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2020 | Q3 2020 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 2 |
MILES CAPITAL, INC. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q2 2018 | 2 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
QUANTUM CAPITAL MANAGEMENT | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Quantamental Technologies LLC | 2 | 2 | 0.06% | 0.11% | 0.15% | Q1 2019 | Q2 2019 | 2 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 2 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q4 2018 | Q1 2019 | 2 |
Glovista Investments LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q3 2017 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2013 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q1 2018 | Q3 2018 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 2 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Candriam S.C.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.15% | 0.17% | 0.20% | Q2 2016 | Q3 2016 | 2 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q1 2023 | 2 |
FULTON BANK, N.A. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2019 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.04% | 0.09% | Q1 2017 | Q4 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2021 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
ACCIDENT COMPENSATION CORP | 2 | 2 | 0.04% | 0.08% | 0.13% | Q4 2015 | Q1 2016 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q2 2023 | 2 |
WEST CHESTER CAPITAL ADVISORS, INC | 1 | 1 | 0.16% | 0.21% | 0.27% | Q3 2015 | Q3 2016 | 2 |
Whitnell & Co. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
StoneX Group Inc. | 2 | 2 | 0.06% | 0.10% | 0.14% | Q2 2021 | Q3 2021 | 2 |
Sterling Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Mizuho Trust & Banking Co., Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Philadelphia Financial Management of San Francisco, LLC | 2 | 2 | 3.28% | 4.37% | 5.45% | Q3 2022 | Q4 2022 | 2 |
CFO4Life Group, LLC | 2 | 2 | 0.27% | 0.38% | 0.48% | Q1 2017 | Q2 2017 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.09% | 0.17% | Q4 2016 | Q1 2017 | 2 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2015 | 2 |
CHIRON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q3 2020 | Q4 2020 | 2 |
PDS Planning, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
Seminole Management Co., Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 2 |
MARTIN CURRIE LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 2 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q2 2014 | 2 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 2 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
BANK HAPOALIM BM | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Founders Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
QUEST CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 2 |
Retirement Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Vanguard Capital Wealth Advisors | 2 | 2 | 0.17% | 0.19% | 0.20% | Q2 2021 | Q3 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Ledyard National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
FLC Capital Advisors | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 2 |
Calamos Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
North Star Investment Management Corp. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.09% | 0.18% | Q4 2020 | Q2 2022 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Santa Fe Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2019 | Q1 2019 | 1 |
First Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
rhino investment partners, Inc | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2022 | Q2 2022 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 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 |
MONETARY MANAGEMENT GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Wealth Alliance | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
ArchPoint Investors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Patten Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Stonehage Fleming (UK) Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Cowen Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Numina Capital Management, LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q4 2014 | Q4 2014 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
GFG Capital, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2017 | Q4 2017 | 1 |
Independence Trust CO | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2015 | Q2 2015 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q2 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kite Lake Capital Management (UK) LLP | 1 | 1 | 4.23% | 4.23% | 4.23% | Q3 2021 | Q3 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SAL Trading, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Blenheim Capital Management, L.L.C. | 1 | 1 | 3.69% | 3.69% | 3.69% | Q3 2014 | Q3 2014 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Karpus Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MIDAS MANAGEMENT CORP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2016 | Q2 2016 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
&PARTNERS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Moreno Evelyn V | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
WP Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Beck Bode, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
O'Brien Wealth Partners LLC | 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% | Q4 2021 | Q4 2021 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MANA Advisors LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2018 | Q4 2018 | 1 |
WHV Investments, Inc. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2016 | Q1 2016 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2014 | Q1 2014 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
G&S Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Rossmore Private Capital | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Global X Management CO LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2014 | Q2 2014 | 1 |
PITCAIRN CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2017 | Q4 2017 | 1 |
Americana Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2016 | Q2 2016 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Saturna Capital CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2015 | Q3 2015 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
RENAISSANCE GROUP LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2013 | Q4 2013 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Assenagon Asset Management S.A. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Espalier Global Management LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2013 | Q4 2013 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CYNOSURE ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lomas Capital Management, LLC | 1 | 1 | 2.06% | 2.06% | 2.06% | Q1 2014 | Q1 2014 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Algebris Investments (UK) LLP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2016 | Q3 2016 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Seawolf Capital, LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q4 2016 | Q4 2016 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRANDES INVESTMENT PARTNERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2012 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ING GROEP N V or have owned ING GROEP N V in the past.