Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 58 |
Citadel Advisors | 19 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 56 |
D. E. Shaw & Co., Inc. | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 51 |
Cutler Group LLC / CA | 19 | 19 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 49 |
PEAK6 Investments LLC | 19 | 19 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 47 |
JANE STREET GROUP, LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 41 |
Walleye Trading LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 37 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 35 |
TWO SIGMA INVESTMENTS, LP | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 30 |
MORGAN STANLEY | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 28 |
Parallax Volatility Advisers, L.P. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 27 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
UBS Group AG | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
BANK OF MONTREAL /CAN/ | 19 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 27 |
VANGUARD GROUP INC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 25 |
ROYAL BANK OF CANADA | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
BARCLAYS PLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 25 |
JPMORGAN CHASE & CO | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
NBW CAPITAL LLC | 25 | 25 | 0.20% | 0.53% | 0.95% | Q4 2016 | Q4 2022 | 25 |
Horrell Capital Management, Inc. | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
DEUTSCHE BANK AG\ | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.01% | 0.07% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Patriot Financial Group Insurance Agency, LLC | 24 | 24 | 0.02% | 0.11% | 0.17% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
BANK OF AMERICA CORP /DE/ | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
NORTHERN TRUST CORP | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Sigma Planning Corp | 23 | 23 | 0.02% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 23 |
Geneos Wealth Management Inc. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
North Star Investment Management Corp. | 17 | 6 | 0.00% | 0.09% | 0.32% | Q4 2017 | Q3 2023 | 23 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
RHUMBLINE ADVISERS | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
WELLINGTON MANAGEMENT GROUP LLP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 22 |
BNP PARIBAS FINANCIAL MARKETS | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
NEW YORK STATE COMMON RETIREMENT FUND | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
TCI Wealth Advisors, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 22 |
AMERICAN INTERNATIONAL GROUP, INC. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
STATE STREET CORP | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
AQR Capital Management | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Legal & General Group Plc | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
GEODE CAPITAL MANAGEMENT, LLC | 18 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.02% | 0.07% | 0.13% | Q2 2018 | Q3 2023 | 22 |
GOLDMAN SACHS GROUP INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
Ameritas Investment Partners, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
HUNTINGTON NATIONAL BANK | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NISA INVESTMENT ADVISORS, LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Russell Investments Group, Ltd. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Asset Management One Co., Ltd. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 21 |
MetLife Investment Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.01% | 0.19% | Q3 2018 | Q3 2023 | 21 |
PRICE T ROWE ASSOCIATES INC /MD/ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CKW FINANCIAL GROUP | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Mitsubishi UFJ Asset Management Co., Ltd. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
ALLIANCEBERNSTEIN L.P. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Daiwa Securities Group Inc. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
WOLVERINE ASSET MANAGEMENT LLC | 15 | 15 | 0.00% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 21 |
LPL Financial LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
TWO SIGMA ADVISERS, LP | 19 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
Sumitomo Mitsui Trust Holdings, Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
AMERIPRISE FINANCIAL INC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 17 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 21 |
Cambridge Investment Research Advisors, Inc. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Invesco Ltd. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
NOMURA ASSET MANAGEMENT CO LTD | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
SEGALL BRYANT & HAMILL, LLC | 14 | 6 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 20 |
Advisory Services Network, LLC | 20 | 20 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Cubist Systematic Strategies, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Van Hulzen Asset Management, LLC | 20 | 20 | 0.02% | 0.11% | 0.20% | Q2 2018 | Q1 2023 | 20 |
OPTIMUM INVESTMENT ADVISORS | 20 | 20 | 0.02% | 0.15% | 0.36% | Q2 2018 | Q1 2023 | 20 |
Ancora Advisors LLC | 19 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 20 |
BerganKDV Wealth Management, LLC | 20 | 20 | 0.01% | 0.01% | 0.04% | Q3 2018 | Q2 2023 | 20 |
Stratos Wealth Partners, LTD. | 19 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 20 |
Parallel Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Focused Wealth Management, Inc | 20 | 20 | 0.00% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 20 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Penserra Capital Management LLC | 19 | 19 | 0.01% | 0.16% | 0.38% | Q1 2019 | Q3 2023 | 19 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Arizona State Retirement System | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
CREDIT SUISSE AG/ | 19 | 19 | 0.00% | 0.00% | 0.03% | Q1 2019 | Q3 2023 | 19 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
TELEMUS CAPITAL, LLC | 19 | 19 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Parkside Financial Bank & Trust | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 19 | 19 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
VOYA INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
TEXAS PERMANENT SCHOOL FUND CORP | 19 | 19 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
PRUDENTIAL FINANCIAL INC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Baystate Wealth Management LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
US BANCORP \DE\ | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Mirae Asset Global Investments Co., Ltd. | 18 | 1 | 0.03% | 0.09% | 0.17% | Q4 2017 | Q3 2023 | 19 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
PRINCIPAL FINANCIAL GROUP INC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Creative Planning | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 19 |
FIFTH THIRD BANCORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
PNC FINANCIAL SERVICES GROUP, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
State of Alaska, Department of Revenue | 19 | 19 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Gemmer Asset Management LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 19 |
ROCKY MOUNTAIN ADVISERS, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
OPPENHEIMER & CO INC | 19 | 19 | 0.01% | 0.03% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Louisiana State Employees Retirement System | 19 | 19 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 19 | 19 | 0.11% | 0.81% | 2.36% | Q4 2017 | Q2 2022 | 19 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 19 | 19 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
Gerber Kawasaki Wealth & Investment Management | 19 | 19 | 0.04% | 0.62% | 1.46% | Q1 2019 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 18 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 19 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Pacer Advisors, Inc. | 18 | 18 | 0.00% | 0.08% | 0.20% | Q2 2018 | Q3 2022 | 18 |
FIRST TRUST ADVISORS LP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
B. Riley Wealth Advisors, Inc. | 15 | 3 | 0.01% | 0.08% | 0.32% | Q1 2019 | Q3 2023 | 18 |
KENNEDY CAPITAL MANAGEMENT LLC | 18 | 18 | 0.07% | 0.20% | 0.38% | Q2 2019 | Q3 2023 | 18 |
Sheaff Brock Investment Advisors, LLC | 18 | 18 | 0.31% | 0.53% | 0.76% | Q2 2019 | Q3 2023 | 18 |
HighTower Advisors, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
MACQUARIE GROUP LTD | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
NEXT Financial Group, Inc | 14 | 4 | 0.00% | 0.06% | 0.11% | Q4 2016 | Q4 2021 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
SG Americas Securities, LLC | 17 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 18 |
Swiss National Bank | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
UBS ASSET MANAGEMENT AMERICAS INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 13 | 5 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
TimesSquare Capital Management, LLC | 12 | 5 | 0.03% | 0.23% | 0.53% | Q3 2018 | Q1 2023 | 17 |
IMA Wealth, Inc. | 17 | 17 | 0.18% | 0.40% | 0.66% | Q3 2019 | Q3 2023 | 17 |
Zimmer Partners, LP | 15 | 15 | 0.34% | 2.38% | 4.98% | Q1 2020 | Q3 2023 | 17 |
STRS OHIO | 12 | 5 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 17 |
Cambria Investment Management, L.P. | 17 | 17 | 0.03% | 0.23% | 0.56% | Q3 2019 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.08% | 0.18% | 1.00% | Q4 2019 | Q4 2023 | 17 |
REILLY FINANCIAL ADVISORS, LLC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Crossmark Global Holdings, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2023 | 17 |
Dynamic Advisor Solutions LLC | 14 | 3 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 17 |
Cetera Investment Advisers | 15 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.16% | 0.37% | 0.64% | Q4 2019 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2022 | 16 |
DUPONT CAPITAL MANAGEMENT CORP | 14 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2023 | 16 |
Pensionfund DSM Netherlands | 16 | 16 | 0.06% | 0.28% | 0.61% | Q1 2020 | Q4 2023 | 16 |
LOOMIS SAYLES & CO L P | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
Uniplan Investment Counsel, Inc. | 16 | 16 | 0.08% | 0.19% | 0.42% | Q3 2018 | Q2 2022 | 16 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
AdvisorShares Investments LLC | 16 | 16 | 0.33% | 5.86% | 16.36% | Q4 2019 | Q3 2023 | 16 |
TOTH FINANCIAL ADVISORY CORP | 16 | 16 | 0.00% | 0.05% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Pensionfund Sabic | 16 | 16 | 0.04% | 0.10% | 0.17% | Q1 2020 | Q4 2023 | 16 |
Belpointe Asset Management LLC | 16 | 16 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q1 2023 | 16 |
LAZARD ASSET MANAGEMENT LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
COMERICA BANK | 16 | 16 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2022 | 16 |
VAN ECK ASSOCIATES CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
TIEMANN INVESTMENT ADVISORS, LLC | 16 | 16 | 0.13% | 0.21% | 0.33% | Q1 2019 | Q4 2022 | 16 |
Heritage Wealth Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
American Assets Capital Advisers, LLC | 14 | 1 | 1.16% | 3.05% | 5.08% | Q3 2019 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NewEdge Advisors, LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 15 |
EVERENCE CAPITAL MANAGEMENT INC | 15 | 15 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
KBC Group NV | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
QUADRANT CAPITAL GROUP LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 15 |
Allworth Financial LP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Nikulski Financial, Inc. | 15 | 15 | 0.10% | 0.20% | 0.28% | Q2 2019 | Q4 2022 | 15 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 12 | 1 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 15 |
HSBC HOLDINGS PLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 14 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 15 |
AMALGAMATED BANK | 13 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 15 |
Sutton Wealth Advisors Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 15 |
Granahan Investment Management | 15 | 15 | 0.13% | 0.37% | 0.72% | Q1 2019 | Q3 2022 | 15 |
Janney Montgomery Scott LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q1 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 15 |
ProShare Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
EMERALD MUTUAL FUND ADVISERS TRUST | 13 | 1 | 0.00% | 0.21% | 0.53% | Q4 2017 | Q2 2021 | 14 |
D.A. DAVIDSON & CO. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES & ASSOCIATES | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
TWO SIGMA SECURITIES, LLC | 8 | 8 | 0.01% | 0.03% | 0.13% | Q3 2021 | Q2 2023 | 14 |
STIFEL FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Advisors Asset Management, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Prestige Wealth Management Group LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
GUGGENHEIM CAPITAL LLC | 14 | 14 | 0.00% | 0.03% | 0.09% | Q1 2019 | Q2 2022 | 14 |
CANADA PENSION PLAN INVESTMENT BOARD | 9 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 14 | 14 | 0.01% | 0.66% | 1.27% | Q4 2019 | Q1 2023 | 14 |
MML INVESTORS SERVICES, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 14 |
Bollard Group LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Nicholas Investment Partners, LP | 9 | 1 | 0.02% | 0.71% | 1.14% | Q4 2016 | Q2 2022 | 14 |
Bristlecone Advisors, LLC | 13 | 13 | 0.05% | 0.14% | 0.37% | Q3 2020 | Q3 2023 | 13 |
MACKENZIE FINANCIAL CORP | 9 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
Carmichael Hill & Associates, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Carroll Financial Associates, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
Probabilities Fund Management, LLC | 8 | 5 | 0.38% | 1.95% | 4.33% | Q3 2018 | Q4 2021 | 13 |
TRUIST FINANCIAL CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
State of New Jersey Common Pension Fund D | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 13 |
Jaffetilchin Investment Partners, LLC | 13 | 13 | 0.02% | 0.12% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2019 | 13 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 13 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
HBC Financial Services, PLLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
LINCOLN NATIONAL CORP | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Lindbrook Capital, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 13 | 13 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Gradient Investments LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 12 |
DUBUQUE BANK & TRUST CO | 12 | 12 | 0.06% | 0.12% | 0.17% | Q4 2018 | Q3 2021 | 12 |
Gotham Asset Management, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 12 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cresset Asset Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 12 |
NAPLES GLOBAL ADVISORS, LLC | 12 | 12 | 0.05% | 0.12% | 0.17% | Q2 2020 | Q1 2023 | 12 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 12 |
Hilltop Holdings Inc. | 12 | 12 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
RPG Investment Advisory, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Copeland Capital Management, LLC | 12 | 12 | 0.00% | 1.05% | 1.95% | Q3 2019 | Q2 2022 | 12 |
Vident Investment Advisory, LLC | 12 | 12 | 0.01% | 0.09% | 0.22% | Q3 2020 | Q2 2023 | 12 |
STATE OF WISCONSIN INVESTMENT BOARD | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BREWIN DOLPHIN LTD | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2022 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 12 |
AE Wealth Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.62% | 0.98% | 1.65% | Q4 2020 | Q3 2023 | 12 |
Mutual Advisors, LLC | 12 | 12 | 0.02% | 0.09% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
Catalyst Capital Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Sugarloaf Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
AMERICAN CENTURY COMPANIES INC | 7 | 4 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Retirement Group, LLC | 7 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Larson Financial Group LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
AMUNDI ASSET MANAGEMENT US, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 11 |
Clean Yield Group | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 7 | 4 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 11 |
JANUS HENDERSON GROUP PLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SALEM INVESTMENT COUNSELORS INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
M&T BANK CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
CLEAR STREET MARKETS LLC | 11 | 11 | 0.00% | 0.04% | 0.11% | Q4 2020 | Q2 2023 | 11 |
Bell Rock Capital LLC | 8 | 1 | 0.55% | 2.01% | 3.13% | Q4 2018 | Q3 2022 | 11 |
AUA CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.11% | 0.22% | 0.32% | Q2 2020 | Q4 2022 | 11 |
Clearstead Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Vestcor Inc | 9 | 1 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 11 |
McGowan Group Asset Management, Inc. | 11 | 11 | 0.33% | 0.93% | 2.93% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.06% | 0.39% | Q1 2021 | Q3 2023 | 11 |
IHT Wealth Management, LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Intercontinental Wealth Advisors, LLC | 6 | 5 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q1 2022 | 11 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Avalon Investment & Advisory | 10 | 10 | 0.10% | 0.18% | 0.29% | Q1 2020 | Q2 2022 | 10 |
CIM, LLC | 9 | 1 | 0.05% | 0.08% | 0.19% | Q2 2019 | Q3 2022 | 10 |
CREDIT AGRICOLE S A | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q1 2022 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.02% | 0.09% | 0.30% | Q2 2020 | Q4 2022 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 10 |
Aristotle Atlantic Partners, LLC | 8 | 1 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q4 2022 | 10 |
Executive Wealth Management, LLC | 7 | 3 | 0.00% | 0.14% | 0.25% | Q4 2018 | Q1 2022 | 10 |
BTC Capital Management, Inc. | 10 | 10 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q4 2022 | 10 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 10 |
Riggs Asset Managment Co. Inc. | 10 | 10 | 0.00% | 0.77% | 1.82% | Q1 2021 | Q2 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Koss-Olinger Consulting, LLC | 10 | 10 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Western Wealth Management, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q1 2022 | 10 |
GLENMEDE TRUST CO NA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
IFS Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 10 |
COOPER/HAIMS ADVISORS, LLC | 8 | 1 | 0.14% | 0.25% | 0.32% | Q3 2020 | Q4 2022 | 9 |
BECK CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.49% | 1.54% | 2.29% | Q1 2020 | Q1 2022 | 9 |
Employees Retirement System of Texas | 8 | 1 | 0.01% | 0.04% | 0.07% | Q3 2019 | Q4 2022 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
BNP Paribas Asset Management Holding S.A. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 9 |
Hood River Capital Management LLC | 5 | 4 | 0.76% | 1.22% | 1.72% | Q4 2018 | Q1 2021 | 9 |
Anfield Capital Management, LLC | 9 | 9 | 0.10% | 0.21% | 0.29% | Q4 2019 | Q4 2021 | 9 |
Financial Management Professionals, Inc. | 9 | 9 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q2 2022 | 9 |
ETF MANAGERS GROUP, LLC | 8 | 1 | 0.01% | 0.48% | 1.24% | Q2 2019 | Q1 2023 | 9 |
LS Investment Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2021 | 9 |
Point72 Asset Management, L.P. | 3 | 3 | 0.00% | 0.04% | 0.16% | Q1 2020 | Q3 2023 | 9 |
Jump Financial, LLC | 6 | 1 | 0.02% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 9 |
MEEDER ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q1 2022 | 9 |
AMP Capital Investors Ltd | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q4 2021 | 9 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 9 |
Financial Enhancement Group LLC | 9 | 9 | 0.00% | 0.88% | 1.27% | Q3 2020 | Q3 2022 | 9 |
Global Wealth Management Investment Advisory, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 9 |
Neuberger Berman Group LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
HGI Capital Management, LLC | 5 | 3 | 0.95% | 2.13% | 2.98% | Q3 2018 | Q3 2020 | 9 |
HOWE & RUSLING INC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 9 |
Winslow, Evans & Crocker, Inc. | 9 | 9 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q4 2020 | 9 |
SHELL ASSET MANAGEMENT CO | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
GRIFFIN ASSET MANAGEMENT, INC. | 5 | 1 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q4 2022 | 9 |
Cooper Financial Group | 9 | 9 | 0.06% | 0.14% | 0.31% | Q4 2020 | Q4 2022 | 9 |
Winch Advisory Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
COLONY GROUP LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 9 |
CreativeOne Wealth, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 9 |
Financial Advocates Investment Management | 9 | 9 | 0.02% | 0.04% | 0.12% | Q3 2020 | Q3 2022 | 9 |
Private Capital Group, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 9 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.01% | 0.05% | 0.14% | Q3 2019 | Q3 2023 | 8 |
SMH CAPITAL ADVISORS INC | 8 | 8 | 0.32% | 0.73% | 1.09% | Q1 2021 | Q4 2022 | 8 |
FIRST MANHATTAN CO. LLC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
ALGERT GLOBAL LLC | 8 | 8 | 0.08% | 0.26% | 0.48% | Q1 2020 | Q4 2021 | 8 |
CI INVESTMENTS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Disciplined Investments, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Maryland State Retirement & Pension System | 4 | 4 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 8 |
MASON STREET ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q4 2020 | 8 |
IndexIQ Advisors LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q4 2020 | 8 |
ALPS ADVISORS INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Financial Architects, Inc | 6 | 1 | 0.00% | 0.05% | 0.11% | Q1 2018 | Q4 2021 | 8 |
Valmark Advisers, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2021 | 8 |
BALDWIN BROTHERS LLC/MA | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
FinTrust Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Patten Group, Inc. | 7 | 1 | 0.01% | 0.08% | 0.11% | Q4 2018 | Q1 2022 | 8 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 8 |
NORTHWEST WEALTH MANAGEMENT, LLC | 7 | 1 | 0.09% | 0.17% | 0.22% | Q4 2020 | Q4 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
CENTRAL TRUST Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
WEALTHSOURCE PARTNERS, LLC | 8 | 8 | 0.02% | 0.05% | 0.06% | Q3 2020 | Q2 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
K2 PRINCIPAL FUND, L.P. | 5 | 1 | 0.07% | 0.39% | 0.67% | Q1 2019 | Q3 2022 | 8 |
PROFUND ADVISORS LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2022 | 8 |
STEPHENS INC /AR/ | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 8 |
Carolina Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Jacobi Capital Management LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 8 |
Tarbox Family Office, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
Redpoint Investment Management Pty Ltd | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Mitsubishi UFJ Trust & Banking Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Stonebridge Financial Planning Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
NORGES BANK | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.10% | 0.23% | Q4 2018 | Q3 2020 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
American Assets Investment Management, LLC | 6 | 1 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 8 |
Cypress Capital Management LLC (WY) | 5 | 3 | 0.00% | 1.07% | 2.11% | Q2 2019 | Q4 2021 | 8 |
DekaBank Deutsche Girozentrale | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.07% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Glassman Wealth Services | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 7 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
Johnson Midwest Financial, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2022 | 7 |
HEADINVEST, LLC | 6 | 1 | 0.01% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 7 |
FEDERATED HERMES, INC. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 7 |
FIRST CITIZENS BANK & TRUST CO | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
PCG Wealth Advisors, LLC | 7 | 7 | 0.51% | 1.11% | 2.39% | Q4 2021 | Q2 2023 | 7 |
CORNERCAP INVESTMENT COUNSEL INC | 7 | 7 | 0.09% | 0.13% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Phocas Financial Corp. | 7 | 7 | 0.03% | 0.58% | 1.08% | Q4 2020 | Q2 2022 | 7 |
Ninepoint Partners LP | 7 | 7 | 0.05% | 0.08% | 0.10% | Q3 2020 | Q1 2022 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q2 2022 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Grace Capital | 3 | 2 | 0.04% | 0.21% | 0.45% | Q4 2018 | Q4 2021 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 7 |
1620 INVESTMENT ADVISORS, INC. | 5 | 2 | 0.48% | 0.79% | 1.13% | Q4 2021 | Q3 2023 | 7 |
EVOKE WEALTH, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.05% | 0.11% | 0.20% | Q3 2020 | Q3 2023 | 7 |
Sunbelt Securities, Inc. | 7 | 7 | 0.04% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 3 | 0.05% | 0.08% | 0.16% | Q2 2021 | Q2 2023 | 7 |
Tidal Investments LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Fortress Wealth Group, LLC | 7 | 7 | 0.19% | 0.32% | 0.47% | Q2 2021 | Q4 2022 | 7 |
Virtus ETF Advisers LLC | 4 | 3 | 0.12% | 0.46% | 0.85% | Q1 2021 | Q3 2023 | 7 |
Morse Asset Management, Inc | 7 | 7 | 0.07% | 0.19% | 0.34% | Q3 2020 | Q1 2022 | 7 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
Main Street Financial Solutions, LLC | 7 | 7 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q2 2022 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.01% | 0.17% | 0.48% | Q4 2019 | Q1 2023 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
Hudock, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 7 |
Steward Partners Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
Waterfront Capital Partners, LLC | 4 | 1 | 0.27% | 1.21% | 2.80% | Q2 2020 | Q1 2022 | 6 |
MOSELEY INVESTMENT MANAGEMENT INC | 6 | 6 | 0.13% | 0.16% | 0.20% | Q3 2021 | Q4 2022 | 6 |
PEREGRINE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.25% | 0.30% | 0.37% | Q2 2022 | Q3 2023 | 6 |
Detalus Advisors, LLC | 3 | 1 | 0.11% | 0.15% | 0.29% | Q4 2019 | Q3 2023 | 6 |
Zions Bancorporation, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 6 | 6 | 0.07% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
SHELTON CAPITAL MANAGEMENT | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
AXA S.A. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
CULLEN/FROST BANKERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Pentwater Capital Management LP | 6 | 6 | 0.01% | 0.04% | 0.10% | Q1 2020 | Q2 2021 | 6 |
Almanack Investment Partners, LLC. | 5 | 1 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 6 |
L & S Advisors Inc | 3 | 3 | 0.19% | 0.27% | 0.35% | Q3 2020 | Q1 2022 | 6 |
Cordasco Financial Network | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2022 | 6 |
HORIZON FINANCIAL SERVICES, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
PANAGORA ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q1 2023 | 6 |
Quantitative Systematic Strategies LLC | 4 | 2 | 0.05% | 0.08% | 0.19% | Q3 2019 | Q1 2021 | 6 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 6 |
TRUST CO OF VERMONT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Walleye Capital LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Twin Tree Management, LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 6 |
FRANKLIN RESOURCES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
B&I Capital AG | 6 | 6 | 0.52% | 0.67% | 0.75% | Q2 2022 | Q3 2023 | 6 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
PRIVATE ASSET MANAGEMENT INC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
CHASE INVESTMENT COUNSEL CORP | 6 | 6 | 0.15% | 0.44% | 1.00% | Q4 2020 | Q1 2022 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Independent Advisor Alliance | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Harvest Fund Management Co., Ltd | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2022 | 6 |
PICTET ASSET MANAGEMENT LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Prism Advisors, Inc. | 3 | 1 | 0.08% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 6 |
Halpern Financial, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
LORD, ABBETT & CO. LLC | 3 | 1 | 0.01% | 0.06% | 0.12% | Q3 2018 | Q1 2022 | 6 |
ZACKS INVESTMENT MANAGEMENT | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
SPROTT INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
SRS Capital Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 6 | 6 | 1.70% | 7.01% | 11.81% | Q3 2019 | Q4 2020 | 6 |
Cetera Advisors LLC | 3 | 1 | 0.01% | 0.02% | 0.07% | Q2 2019 | Q1 2022 | 5 |
Acropolis Investment Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 5 |
1834 INVESTMENT ADVISORS CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Rafferty Asset Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 5 |
ANDERSON HOAGLAND & CO | 5 | 5 | 0.31% | 0.40% | 0.52% | Q1 2019 | Q1 2020 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 5 |
Royal Fund Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Avitas Wealth Management LLC | 5 | 5 | 0.38% | 0.44% | 0.52% | Q4 2020 | Q4 2021 | 5 |
West Family Investments, Inc. | 2 | 1 | 0.28% | 0.37% | 0.48% | Q3 2019 | Q2 2020 | 5 |
Holocene Advisors, LP | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
First Heartland Consultants, Inc. | 5 | 5 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q4 2021 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EverSource Wealth Advisors, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
J.W. COLE ADVISORS, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.04% | 0.07% | 0.09% | Q1 2019 | Q3 2020 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.15% | 0.26% | 0.36% | Q3 2021 | Q3 2022 | 5 |
Minot Wealth Management LLC | 5 | 5 | 0.51% | 0.67% | 0.92% | Q4 2020 | Q4 2021 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
BURNEY CO/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Altman Advisors, Inc. | 5 | 5 | 0.71% | 0.80% | 0.96% | Q1 2021 | Q1 2022 | 5 |
CAPITAL GROWTH MANAGEMENT LP | 3 | 1 | 0.51% | 1.56% | 2.72% | Q3 2019 | Q2 2022 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MONTCHANIN ASSET MANAGEMENT, LLC | 5 | 5 | 0.60% | 0.79% | 0.93% | Q2 2022 | Q2 2023 | 5 |
MACKAY SHIELDS LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 5 |
EII CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.12% | 0.24% | 0.29% | Q3 2020 | Q3 2021 | 5 |
PagnatoKarp Partners LLC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q1 2020 | 5 |
FORA Capital, LLC | 4 | 1 | 0.01% | 0.12% | 0.19% | Q1 2020 | Q2 2021 | 5 |
Centiva Capital, LP | 4 | 1 | 0.01% | 0.09% | 0.20% | Q3 2020 | Q1 2022 | 5 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 2 | 0.04% | 0.09% | 0.14% | Q2 2021 | Q3 2022 | 5 |
DENVER INVESTMENT ADVISORS LLC | 5 | 5 | 0.03% | 0.03% | 0.05% | Q1 2017 | Q1 2018 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q2 2022 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Summit X, LLC | 4 | 1 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q4 2021 | 5 |
GREAT LAKES ADVISORS, LLC | 5 | 5 | 0.13% | 0.21% | 0.29% | Q4 2020 | Q4 2021 | 5 |
ARROW FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
RMR Advisors LLC | 5 | 5 | 0.22% | 0.44% | 0.81% | Q1 2018 | Q1 2019 | 5 |
MARSHALL WACE, LLP | 5 | 5 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Warberg Asset Management LLC | 5 | 5 | 0.17% | 0.52% | 0.96% | Q4 2020 | Q4 2021 | 5 |
Manning & Napier Group, LLC | 4 | 1 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q4 2021 | 5 |
Baader Bank Aktiengesellschaft | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
GPS Wealth Strategies Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Quantbot Technologies LP | 2 | 1 | 0.01% | 0.05% | 0.07% | Q1 2020 | Q1 2023 | 5 |
NovaPoint Capital, LLC | 5 | 5 | 0.11% | 0.19% | 0.26% | Q1 2021 | Q1 2022 | 5 |
United Asset Strategies, Inc. | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q2 2021 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Municipal Employees' Retirement System of Michigan | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Koshinski Asset Management, Inc. | 4 | 1 | 0.02% | 0.07% | 0.15% | Q3 2020 | Q2 2022 | 5 |
361 CAPITAL LLC | 4 | 4 | 0.25% | 0.34% | 0.43% | Q3 2019 | Q2 2020 | 4 |
Meiji Yasuda Asset Management Co Ltd. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MENTA CAPITAL LLC | 4 | 4 | 0.18% | 0.28% | 0.48% | Q3 2018 | Q2 2019 | 4 |
Dakota Wealth Management | 3 | 1 | 0.01% | 0.16% | 0.34% | Q3 2021 | Q3 2023 | 4 |
JFS WEALTH ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 4 |
Banque Cantonale Vaudoise | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JNBA Financial Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Jackson Creek Investment Advisors LLC | 2 | 2 | 0.38% | 0.43% | 0.48% | Q3 2020 | Q3 2023 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 4 |
THB ASSET MANAGEMENT | 4 | 4 | 0.32% | 0.40% | 0.47% | Q4 2018 | Q3 2019 | 4 |
XPONANCE, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
PineBridge Investments, L.P. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Capital Advisors, Ltd. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
CarsonAllaria Wealth Management, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Dorsey Wright & Associates | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
VICUS CAPITAL | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
BAHL & GAYNOR INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Investment Research & Advisory Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2022 | 4 |
Certified Advisory Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.22% | 0.75% | 1.33% | Q4 2019 | Q2 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 4 |
Choate Investment Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Joel Isaacson & Co., LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q3 2017 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
Navis Wealth Advisors, LLC | 4 | 4 | 0.21% | 0.24% | 0.29% | Q2 2021 | Q1 2022 | 4 |
Hilton Capital Management, LLC | 2 | 1 | 0.02% | 0.14% | 0.47% | Q1 2018 | Q4 2021 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Raymond James Financial Services Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Covington Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Versor Investments LP | 3 | 1 | 0.02% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 4 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q2 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
TEACHERS ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Good Life Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 4 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sonora Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ALBERT D MASON INC | 4 | 4 | 0.14% | 0.16% | 0.19% | Q1 2023 | Q4 2023 | 4 |
Allianz Asset Management GmbH | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 4 |
Brinker Capital Investments, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
DAVIS SELECTED ADVISERS | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Covenant Multifamily Offices, LLC | 3 | 1 | 0.01% | 0.04% | 0.05% | Q1 2019 | Q3 2021 | 4 |
Silverleafe Capital Partners, LLC | 4 | 4 | 0.14% | 0.19% | 0.32% | Q4 2020 | Q3 2021 | 4 |
HAP Trading, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2019 | 4 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q1 2023 | 4 |
Rockbridge Investment Management, LCC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Callan Capital, LLC | 4 | 4 | 0.37% | 0.42% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Full18 Capital LLC | 2 | 1 | 0.40% | 0.86% | 1.19% | Q4 2020 | Q1 2022 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q1 2023 | 4 |
BOS Asset Management, LLC | 2 | 1 | 0.15% | 0.19% | 0.26% | Q4 2022 | Q3 2023 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.38% | 0.54% | 0.73% | Q3 2020 | Q1 2021 | 3 |
Riverview Trust Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q1 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2022 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Tyers Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Anchor Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Snow Park Capital Partners, LP | 3 | 3 | 0.33% | 1.00% | 1.67% | Q4 2017 | Q2 2018 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.01% | 0.10% | 0.25% | Q1 2023 | Q3 2023 | 3 |
CROWN ADVISORS MANAGEMENT, INC. | 3 | 3 | 1.24% | 2.04% | 2.76% | Q1 2019 | Q3 2019 | 3 |
MV CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CADENCE BANK NA | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q1 2022 | 3 |
HANCOCK WHITNEY CORP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 3 |
All Terrain Financial Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q1 2022 | 3 |
EMERALD ADVISERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 3 |
Fort Sheridan Advisors LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q4 2021 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.00% | 0.34% | 0.62% | Q3 2020 | Q1 2021 | 3 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Vivaldi Capital Management LP | 3 | 3 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q4 2020 | 3 |
Mystic Asset Management, Inc. | 2 | 1 | 0.12% | 0.15% | 0.16% | Q4 2021 | Q3 2023 | 3 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Robbins Farley | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 3 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 0.04% | 0.16% | 0.25% | Q2 2019 | Q4 2019 | 3 |
WOLFF WIESE MAGANA LLC | 2 | 1 | 0.03% | 0.11% | 0.27% | Q4 2020 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.17% | 0.21% | 0.25% | Q1 2019 | Q3 2019 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q1 2021 | 3 |
Veritable, L.P. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q2 2021 | 3 |
Glen Harbor Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 3 |
Elkfork Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
AXS Investments LLC | 3 | 3 | 0.26% | 0.33% | 0.40% | Q1 2023 | Q3 2023 | 3 |
CIBC Asset Management Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
AlphaCrest Capital Management LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2022 | 3 |
1832 Asset Management L.P. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 3 |
Pearl River Capital, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 3 |
Penn Capital Management Company, LLC | 2 | 1 | 0.05% | 0.22% | 0.43% | Q3 2018 | Q4 2019 | 3 |
All Season Financial Advisors, Inc. | 2 | 1 | 0.24% | 0.29% | 0.37% | Q2 2021 | Q1 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.38% | 0.41% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Secure Asset Management, LLC | 3 | 3 | 0.34% | 0.47% | 0.54% | Q1 2023 | Q3 2023 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Legacy Wealth Asset Management, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 3 |
Paloma Partners Management Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 3 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 3 |
Arden Trust Co | 3 | 3 | 0.10% | 0.20% | 0.29% | Q2 2023 | Q4 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MARINER INVESTMENT GROUP LLC | 3 | 3 | 0.03% | 0.36% | 1.00% | Q1 2021 | Q3 2021 | 3 |
NATIXIS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2011 | Q3 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
F3Logic, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Granite Point Capital Management, L.P. | 3 | 3 | 0.10% | 0.14% | 0.18% | Q2 2020 | Q4 2020 | 3 |
Meadow Creek Investment Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
HG Vora Capital Management, LLC | 3 | 3 | 0.59% | 1.50% | 2.13% | Q1 2018 | Q3 2018 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.04% | 0.13% | 0.22% | Q4 2021 | Q2 2022 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q4 2022 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.03% | 0.07% | Q4 2022 | Q3 2023 | 3 |
NN Investment Partners Holdings N.V. | 3 | 3 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q2 2021 | 3 |
Aperio Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 3 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 3 |
UMB Bank, n.a. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
ROBERTS GLORE & CO INC /IL/ | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Campbell & CO Investment Adviser LLC | 3 | 3 | 0.04% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 0.28% | 0.33% | 0.38% | Q1 2018 | Q2 2018 | 2 |
Colonial River Wealth Management, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.18% | 0.22% | 0.26% | Q4 2022 | Q1 2023 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CAMBIAR INVESTORS LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q3 2020 | Q4 2020 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.14% | 0.21% | 0.28% | Q2 2020 | Q4 2020 | 2 |
Gainplan LLC | 1 | 1 | 0.12% | 0.15% | 0.17% | Q4 2019 | Q2 2020 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
ASSET MANAGEMENT CORP /IL/ /ADV | 2 | 2 | 0.19% | 0.21% | 0.23% | Q3 2022 | Q4 2022 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q2 2019 | Q3 2019 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Summit Global Investments | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Man Group plc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
DIMENSIONAL FUND ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RESOURCE AMERICA, INC. | 2 | 2 | 2.49% | 3.25% | 4.01% | Q4 2017 | Q1 2018 | 2 |
HighTower Trust Company, N.A. | 1 | 1 | 0.03% | 0.11% | 0.19% | Q4 2021 | Q2 2022 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q2 2020 | 2 |
Retirement Planning Co of New England, Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
WINTON GROUP Ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
KNOTT DAVID M | 2 | 2 | 0.20% | 0.22% | 0.23% | Q4 2016 | Q1 2017 | 2 |
Leap Investments LP | 2 | 2 | 0.12% | 0.19% | 0.26% | Q3 2019 | Q4 2019 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Redwood Investment Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q2 2022 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Crew Capital Management, Ltd. | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Spark Investment Management LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q1 2017 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
BAILARD, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
Southside Capital, LLC | 2 | 2 | 1.52% | 1.58% | 1.63% | Q3 2019 | Q4 2019 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.19% | 0.21% | 0.24% | Q1 2021 | Q2 2021 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Simplicity Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
Cannell Capital | 2 | 2 | 1.44% | 1.73% | 2.02% | Q4 2018 | Q1 2019 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.63% | 0.63% | 0.63% | Q4 2020 | Q1 2021 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.07% | 0.23% | 0.39% | Q1 2021 | Q3 2022 | 2 |
State of Tennessee, Treasury Department | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 2 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Crown Wealth Group, LLC | 2 | 2 | 0.31% | 0.32% | 0.33% | Q1 2022 | Q2 2022 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
Innova Wealth Partners | 1 | 1 | 0.16% | 0.21% | 0.26% | Q4 2020 | Q1 2022 | 2 |
Ergoteles LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
HoyleCohen, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Harvest Portfolios Group Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.04% | 0.06% | 0.09% | Q3 2018 | Q1 2020 | 2 |
LSV ASSET MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Monarch Partners Asset Management LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2018 | Q1 2019 | 2 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Navigation Wealth Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Philadelphia Financial Management of San Francisco, LLC | 2 | 2 | 1.18% | 1.42% | 1.67% | Q1 2018 | Q2 2018 | 2 |
Knuff & Co LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 2 |
Better Money Decisions, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.22% | 0.25% | 0.28% | Q2 2019 | Q3 2019 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.15% | 0.24% | 0.32% | Q3 2018 | Q4 2018 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.12% | 0.19% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Edgestream Partners, L.P. | 1 | 1 | 0.04% | 0.10% | 0.15% | Q3 2022 | Q2 2023 | 2 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 2 |
Lee Financial Group Hawaii, Inc. | 2 | 2 | 0.48% | 0.49% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Human Investing LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
CenterBook Partners LP | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q1 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q4 2020 | Q4 2020 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Toscafund Asset Management LLP | 1 | 1 | 3.73% | 3.73% | 3.73% | Q2 2020 | Q2 2020 | 1 |
GABELLI FUNDS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Covenant Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sterling Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROYCE & ASSOCIATES LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Invictus RG | 1 | 1 | 2.05% | 2.05% | 2.05% | Q4 2020 | Q4 2020 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Portolan Capital Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Senvest Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Texas Yale Capital Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Realta Investment Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Round Rock Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CVI Holdings, LLC | 1 | 1 | 4.60% | 4.60% | 4.60% | Q2 2020 | Q2 2020 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2020 | Q2 2020 | 1 |
BI Asset Management Fondsmaeglerselskab A/S | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
US Asset Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
A.R.T. Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Orinda Asset Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2020 | Q2 2020 | 1 |
CGM TRUST | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2020 | Q3 2020 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Covenant Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pinz Capital Management, LP | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2020 | Q2 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
TFG Asset Management GP Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q1 2019 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Maven Securities LTD | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2019 | Q1 2019 | 1 |
Freedom Day Solutions, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Aristides Capital LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MAI Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Pacific Grove Capital LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2016 | Q4 2016 | 1 |
Investors Research Corp | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
AVIVA PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
WMS Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2019 | Q1 2019 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Kepos Capital LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lyon Street Capital, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2020 | Q3 2020 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Advance Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2017 | Q4 2017 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own INNOVATIVE INDL PPTYS INC or have owned INNOVATIVE INDL PPTYS INC in the past.