Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 117 |
BARCLAYS PLC | 34 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 96 |
Citadel Advisors | 30 | 7 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 90 |
Cutler Group LLC / CA | 29 | 1 | 0.00% | 0.01% | 0.30% | Q4 2015 | Q2 2023 | 75 |
JANE STREET GROUP, LLC | 16 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 66 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 61 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 60 |
Parallax Volatility Advisers, L.P. | 22 | 1 | 0.00% | 0.04% | 0.19% | Q3 2013 | Q3 2023 | 60 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 56 |
HUNTINGTON NATIONAL BANK | 36 | 18 | 0.00% | 0.00% | 0.01% | Q3 2009 | Q3 2023 | 54 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 51 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.02% | 0.09% | Q1 2012 | Q3 2023 | 48 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 47 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 47 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 47 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 46 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ZACKS INVESTMENT MANAGEMENT | 42 | 42 | 0.01% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Palisades Hudson Asset Management, L.P. | 42 | 42 | 1.93% | 2.73% | 3.78% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
HYMAN CHARLES D | 42 | 42 | 0.10% | 0.40% | 1.12% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.01% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 42 |
1607 Capital Partners, LLC | 42 | 42 | 0.73% | 3.25% | 5.31% | Q2 2013 | Q3 2023 | 42 |
Spot Trading L.L.C | 15 | 15 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q4 2016 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ALBION FINANCIAL GROUP /UT | 31 | 10 | 0.08% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 41 |
ACADIAN ASSET MANAGEMENT LLC | 41 | 41 | 0.03% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 41 |
Manchester Capital Management LLC | 39 | 2 | 0.00% | 0.20% | 0.50% | Q2 2013 | Q3 2023 | 41 |
DUNCKER STREETT & CO INC | 25 | 16 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.06% | 0.93% | Q3 2013 | Q3 2023 | 41 |
HAP Trading, LLC | 11 | 1 | 0.00% | 0.12% | 1.78% | Q2 2013 | Q3 2020 | 39 |
Mirae Asset Global Investments Co., Ltd. | 35 | 1 | 0.01% | 0.07% | 0.38% | Q2 2013 | Q3 2023 | 39 |
Pictet North America Advisors SA | 33 | 6 | 0.04% | 1.10% | 4.77% | Q4 2013 | Q3 2023 | 39 |
Walleye Trading LLC | 17 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2018 | 38 |
BANQUE PICTET & CIE SA | 32 | 6 | 0.01% | 0.24% | 0.79% | Q4 2013 | Q2 2023 | 38 |
Gunma Bank,Ltd. | 35 | 3 | 1.08% | 12.64% | 28.47% | Q2 2013 | Q4 2022 | 38 |
SG Americas Securities, LLC | 16 | 3 | 0.00% | 0.10% | 0.40% | Q2 2013 | Q3 2023 | 37 |
BlackRock Inc. | 25 | 10 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 35 |
TD ASSET MANAGEMENT INC | 31 | 4 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 35 |
WHITTIER TRUST CO OF NEVADA INC | 35 | 35 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 35 |
TORONTO DOMINION BANK | 34 | 34 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 34 |
Hexavest Inc. | 34 | 34 | 0.01% | 0.08% | 0.28% | Q2 2013 | Q3 2021 | 34 |
Creative Planning | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
PRIVATE TRUST CO NA | 27 | 6 | 0.00% | 0.13% | 0.19% | Q1 2015 | Q3 2023 | 33 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2022 | 33 |
Gemmer Asset Management LLC | 32 | 32 | 0.01% | 0.02% | 0.23% | Q2 2014 | Q1 2022 | 32 |
RAYMOND JAMES & ASSOCIATES | 15 | 7 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 17 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 32 |
REILLY FINANCIAL ADVISORS, LLC | 32 | 32 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q4 2021 | 32 |
GLENMEDE TRUST CO NA | 20 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.03% | 0.11% | Q1 2016 | Q3 2023 | 31 |
GOULD ASSET MANAGEMENT LLC /CA/ | 12 | 9 | 0.06% | 0.10% | 0.17% | Q3 2013 | Q3 2023 | 31 |
US BANCORP \DE\ | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
Catalyst Capital Advisors LLC | 29 | 29 | 0.25% | 0.44% | 0.52% | Q3 2016 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 21 | 7 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 28 |
IFP Advisors, Inc | 14 | 5 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q1 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 23 | 1 | 0.00% | 0.01% | 0.12% | Q1 2015 | Q3 2023 | 28 |
Millburn Ridgefield Corp | 28 | 28 | 0.52% | 0.60% | 0.63% | Q4 2016 | Q3 2023 | 28 |
Banco Santander, S.A. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
JOHN G ULLMAN & ASSOCIATES INC | 28 | 28 | 0.27% | 0.51% | 0.76% | Q2 2013 | Q1 2020 | 28 |
Psagot Value Holdings Ltd. | 28 | 28 | 0.00% | 1.10% | 2.11% | Q2 2013 | Q1 2020 | 28 |
Sandy Spring Bank | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 27 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.01% | 0.56% | 3.07% | Q4 2013 | Q3 2023 | 27 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25 | 2 | 0.00% | 0.07% | 0.16% | Q4 2016 | Q3 2023 | 27 |
BAR HARBOR WEALTH MANAGEMENT | 27 | 27 | 0.03% | 0.09% | 0.17% | Q1 2013 | Q3 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.09% | 1.78% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 13 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 18 | 1 | 0.00% | 0.05% | 0.37% | Q4 2016 | Q3 2023 | 26 |
GAM Holding AG | 26 | 26 | 0.06% | 0.15% | 0.38% | Q2 2013 | Q3 2019 | 26 |
PRICE T ROWE ASSOCIATES INC /MD/ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 26 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 26 |
FACTORY MUTUAL INSURANCE CO | 25 | 1 | 0.14% | 0.62% | 0.99% | Q2 2013 | Q3 2023 | 26 |
AXA S.A. | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 26 |
Allianz Asset Management GmbH | 9 | 2 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 26 |
FIFTH THIRD BANCORP | 16 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 25 |
BLAIR WILLIAM & CO/IL | 23 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 25 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 25 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 25 |
OLD MISSION CAPITAL LLC | 7 | 1 | 0.02% | 0.45% | 1.67% | Q4 2014 | Q3 2023 | 25 |
SYNOVUS FINANCIAL CORP | 16 | 9 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q2 2020 | 25 |
PRUDENTIAL PLC | 24 | 1 | 0.00% | 0.03% | 0.23% | Q2 2017 | Q3 2023 | 25 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.02% | 0.14% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Janney Montgomery Scott LLC | 12 | 5 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 24 |
Moors & Cabot, Inc. | 19 | 1 | 0.01% | 0.05% | 0.13% | Q1 2014 | Q2 2021 | 24 |
Family Firm, Inc. | 24 | 24 | 0.08% | 0.13% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 24 |
CWM, LLC | 16 | 8 | 0.00% | 0.01% | 0.25% | Q3 2017 | Q3 2023 | 24 |
RiverFront Investment Group, LLC | 15 | 1 | 0.26% | 0.75% | 1.70% | Q1 2010 | Q3 2019 | 23 |
PICTON MAHONEY ASSET MANAGEMENT | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
1832 Asset Management L.P. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
PEAK6 Group LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2015 | 22 |
BOSTON FAMILY OFFICE LLC | 22 | 22 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q3 2018 | 22 |
WMS Partners, LLC | 22 | 22 | 0.83% | 1.14% | 1.82% | Q2 2013 | Q3 2018 | 22 |
JAMES INVESTMENT RESEARCH INC | 19 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 22 |
Hudock, Inc. | 15 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2019 | 21 |
BB&T SECURITIES, LLC | 15 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NATIXIS | 12 | 9 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2019 | 21 |
Tradewinds Capital Management, LLC | 17 | 3 | 0.00% | 1.83% | 9.82% | Q3 2017 | Q2 2023 | 20 |
Financial Gravity Asset Management, Inc. | 10 | 1 | 0.00% | 0.16% | 2.76% | Q1 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q3 2022 | 20 |
Water Oak Advisors LLC | 12 | 1 | 0.71% | 2.01% | 4.28% | Q2 2014 | Q3 2020 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Highlander Capital Management, LLC | 20 | 20 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q1 2018 | 20 |
COMMERCE BANK | 20 | 20 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q4 2017 | 20 |
Quantitative Investment Management, LLC | 5 | 1 | 0.03% | 0.16% | 0.46% | Q3 2013 | Q4 2022 | 20 |
TOMPKINS FINANCIAL CORP | 19 | 19 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2020 | 19 |
Carroll Financial Associates, Inc. | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 19 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.04% | 0.16% | Q1 2019 | Q3 2023 | 19 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q2 2023 | 19 |
INNEALTA CAPITAL, LLC | 15 | 4 | 0.44% | 1.34% | 2.43% | Q4 2018 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 10 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 19 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 18 |
Brinker Capital Investments, LLC | 15 | 1 | 0.00% | 0.12% | 0.22% | Q2 2013 | Q4 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 18 |
XPONANCE, INC. | 13 | 5 | 0.08% | 2.10% | 4.59% | Q4 2013 | Q4 2019 | 18 |
Armor Investment Advisors, LLC | 14 | 4 | 0.10% | 0.27% | 0.47% | Q4 2016 | Q2 2021 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
6 Meridian | 17 | 17 | 0.24% | 0.30% | 0.36% | Q4 2017 | Q4 2021 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Dai-ichi Life Insurance Company, Ltd | 10 | 2 | 0.01% | 0.24% | 0.53% | Q2 2017 | Q1 2023 | 17 |
CIBC Asset Management Inc | 13 | 1 | 0.00% | 0.03% | 0.07% | Q3 2015 | Q4 2021 | 17 |
DEUTSCHE BANK AG\ | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2022 | 17 |
BANK OF NOVA SCOTIA | 13 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q2 2023 | 17 |
Accuvest Global Advisors | 3 | 1 | 0.10% | 1.14% | 2.60% | Q3 2013 | Q4 2022 | 17 |
REGIONS FINANCIAL CORP | 11 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 17 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 4 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q1 2019 | 17 |
BREWIN DOLPHIN LTD | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2021 | 16 |
Patten Group, Inc. | 15 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q4 2018 | 16 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 14 | 1 | 0.06% | 0.82% | 1.22% | Q4 2014 | Q1 2019 | 16 |
Mandatum Life Insurance Co Ltd | 16 | 16 | 0.05% | 0.12% | 0.20% | Q4 2015 | Q3 2019 | 16 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 1 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 16 |
AGF INVESTMENTS INC. | 10 | 1 | 0.00% | 0.06% | 0.15% | Q3 2013 | Q1 2021 | 16 |
Sheaff Brock Investment Advisors, LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q3 2019 | 16 |
Cetera Advisors LLC | 16 | 16 | 0.09% | 0.37% | 0.54% | Q3 2015 | Q2 2019 | 16 |
Moneda S.A. Administradora General de Fondos | 16 | 16 | 0.31% | 0.62% | 1.02% | Q4 2019 | Q3 2023 | 16 |
CIBC WORLD MARKET INC. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 16 |
ROCKY MOUNTAIN ADVISERS, LLC | 16 | 16 | 0.04% | 0.18% | 0.64% | Q4 2013 | Q3 2017 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
RONALD BLUE & CO LLC | 9 | 6 | 0.01% | 0.28% | 3.28% | Q2 2013 | Q2 2017 | 15 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 5 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2021 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
MUFG Americas Holdings Corp | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2011 | Q1 2016 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.17% | 0.48% | Q1 2015 | Q3 2023 | 15 |
Highstreet Asset Management Inc. | 11 | 4 | 0.00% | 0.04% | 0.22% | Q1 2016 | Q4 2019 | 15 |
SIGNATUREFD, LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Winslow, Evans & Crocker, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2017 | 15 |
DT Investment Partners, LLC | 11 | 3 | 0.00% | 0.96% | 1.74% | Q2 2013 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.61% | 0.83% | 1.65% | Q4 2018 | Q1 2022 | 14 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 14 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q1 2023 | 14 |
Karp Capital Management Corp | 11 | 1 | 0.01% | 0.67% | 1.07% | Q2 2016 | Q3 2022 | 14 |
CX Institutional | 14 | 14 | 0.00% | 0.31% | 0.49% | Q3 2019 | Q4 2022 | 14 |
Banco de Sabadell, S.A | 14 | 14 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2021 | 14 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 6 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q4 2016 | 14 |
Ifrah Financial Services, Inc. | 12 | 2 | 0.09% | 0.16% | 0.28% | Q1 2015 | Q3 2018 | 14 |
Virtu KCG Holdings LLC | 8 | 2 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2017 | 14 |
Cottage Street Advisors LLC | 14 | 14 | 0.21% | 0.30% | 0.38% | Q2 2019 | Q3 2022 | 14 |
NorthCoast Asset Management LLC | 13 | 13 | 0.02% | 0.20% | 1.96% | Q3 2018 | Q3 2021 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 13 | 0.00% | 0.15% | 0.33% | Q4 2016 | Q4 2019 | 13 |
D. E. Shaw & Co., Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2019 | 13 |
WP Advisors, LLC | 13 | 13 | 0.19% | 0.26% | 0.33% | Q4 2016 | Q4 2019 | 13 |
CUMBERLAND ADVISORS INC | 11 | 1 | 0.06% | 1.68% | 2.06% | Q3 2013 | Q3 2018 | 13 |
Ledyard National Bank | 8 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2018 | 13 |
NISA INVESTMENT ADVISORS, LLC | 9 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Robertson Stephens Wealth Management, LLC | 13 | 13 | 0.03% | 0.11% | 0.31% | Q3 2020 | Q3 2023 | 13 |
Freedom Investment Management, Inc. | 2 | 1 | 0.02% | 0.13% | 0.36% | Q1 2013 | Q4 2021 | 13 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 1 | 0.04% | 0.08% | 0.18% | Q2 2013 | Q3 2016 | 13 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2019 | 13 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13 | 13 | 2.11% | 3.54% | 5.11% | Q4 2014 | Q4 2017 | 13 |
WEBSTER BANK, N. A. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 13 | 13 | 2.35% | 3.68% | 5.28% | Q4 2014 | Q4 2017 | 13 |
Cedar Wealth Management, LLC | 10 | 3 | 0.14% | 0.23% | 0.27% | Q2 2020 | Q3 2023 | 13 |
Global Endowment Management, LP | 13 | 13 | 0.13% | 0.28% | 0.61% | Q3 2020 | Q3 2023 | 13 |
East Coast Asset Management, LLC. | 12 | 12 | 0.15% | 0.24% | 0.38% | Q4 2012 | Q3 2015 | 12 |
Belmont Capital, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
55I, LLC | 9 | 3 | 0.01% | 0.08% | 0.20% | Q2 2019 | Q3 2022 | 12 |
KBC Group NV | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Twin Tree Management, LP | 5 | 2 | 0.00% | 0.12% | 0.28% | Q1 2020 | Q2 2023 | 12 |
MEITAV INVESTMENT HOUSE LTD | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 12 |
CIBC Private Wealth Group, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2018 | 12 |
BALDWIN BROTHERS LLC/MA | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2023 | 12 |
NIPPON LIFE INSURANCE CO | 12 | 12 | 1.38% | 1.78% | 2.30% | Q2 2013 | Q1 2016 | 12 |
TRUIST FINANCIAL CORP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 12 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.07% | 0.57% | Q1 2016 | Q3 2023 | 12 |
PITTENGER & ANDERSON INC | 12 | 12 | 0.01% | 0.07% | 0.09% | Q2 2013 | Q1 2016 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.04% | 0.14% | Q1 2020 | Q3 2023 | 12 |
M&T BANK CORP | 5 | 3 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q1 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Keeley-Teton Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2019 | 12 |
AdvisorNet Financial, Inc | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 12 |
Larson Financial Group LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.46% | 0.75% | 1.22% | Q1 2021 | Q3 2023 | 11 |
Susquehanna International Group Ltd. | 8 | 1 | 0.16% | 1.20% | 3.58% | Q4 2018 | Q3 2022 | 11 |
Csenge Advisory Group | 10 | 1 | 0.03% | 0.06% | 0.27% | Q3 2019 | Q2 2023 | 11 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Efficient Market Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SCOTIA CAPITAL INC. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2019 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2021 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2015 | 11 |
INTEGRAL DERIVATIVES, LLC | 5 | 5 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q4 2017 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 11 |
Taikang Asset Management (Hong Kong) Co Ltd | 11 | 11 | 0.14% | 0.21% | 0.33% | Q4 2017 | Q2 2020 | 11 |
CARRET ASSET MANAGEMENT, LLC | 11 | 11 | 0.05% | 0.08% | 0.10% | Q1 2013 | Q3 2015 | 11 |
Marks Group Wealth Management, Inc | 11 | 11 | 0.05% | 0.50% | 0.79% | Q4 2019 | Q2 2022 | 11 |
Main Management LLC | 10 | 1 | 0.19% | 0.33% | 0.45% | Q2 2013 | Q3 2018 | 11 |
Brandywine Global Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 11 |
AMG National Trust Bank | 11 | 11 | 0.03% | 0.09% | 0.18% | Q1 2018 | Q3 2020 | 11 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 11 |
Rice Partnership, LLC | 11 | 11 | 0.49% | 1.31% | 1.77% | Q1 2021 | Q3 2023 | 11 |
TIEMANN INVESTMENT ADVISORS, LLC | 7 | 3 | 0.09% | 0.12% | 0.16% | Q2 2019 | Q2 2022 | 10 |
Nuveen Asset Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2016 | 10 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 10 |
Alpha Omega Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2018 | 10 |
ORRSTOWN FINANCIAL SERVICES INC | 10 | 10 | 0.01% | 0.14% | 0.51% | Q2 2013 | Q3 2015 | 10 |
ADVISORY RESEARCH INC | 10 | 10 | 0.04% | 0.05% | 0.11% | Q2 2017 | Q3 2019 | 10 |
Clal Insurance Enterprises Holdings Ltd | 7 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2020 | 10 |
HighVista Strategies LLC | 10 | 10 | 0.09% | 0.15% | 0.22% | Q2 2013 | Q3 2015 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
FIL Ltd | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2016 | 10 |
CEDAR CAPITAL, LLC | 5 | 1 | 0.08% | 0.49% | 1.47% | Q4 2016 | Q2 2021 | 10 |
Veritable, L.P. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q1 2015 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.03% | 0.14% | Q2 2018 | Q3 2020 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7 | 1 | 0.00% | 0.09% | 0.15% | Q2 2013 | Q1 2021 | 10 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q2 2021 | 10 |
AFAM CAPITAL, INC. | 9 | 1 | 0.34% | 0.45% | 0.61% | Q2 2014 | Q1 2018 | 10 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Alexandria Capital, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 10 |
Intersect Capital LLC | 10 | 10 | 0.50% | 0.64% | 0.84% | Q4 2014 | Q1 2017 | 10 |
People's United Financial, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
AlphaMark Advisors, LLC | 9 | 9 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q2 2015 | 9 |
BARINGS LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2020 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 9 |
Transamerica Financial Advisors, Inc. | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 9 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 9 | 9 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q2 2015 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.18% | 0.21% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Solstein Capital, LLC | 9 | 9 | 0.01% | 0.39% | 1.38% | Q4 2020 | Q4 2022 | 9 |
Altshuler Shaham Ltd | 9 | 9 | 0.03% | 0.12% | 0.33% | Q4 2017 | Q4 2019 | 9 |
HARBOUR INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.50% | 0.57% | 0.63% | Q2 2013 | Q2 2015 | 9 |
NewSquare Capital LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 9 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 2 | 0.05% | 0.42% | 0.83% | Q1 2015 | Q2 2020 | 9 |
HL FINANCIAL SERVICES LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2016 | 9 |
BANK PICTET & CIE (ASIA) LTD | 5 | 1 | 0.12% | 0.48% | 1.50% | Q2 2014 | Q4 2017 | 9 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.03% | 0.05% | Q3 2014 | Q4 2018 | 9 |
Twin Lakes Capital Management, LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
NORTHERN TRUST CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
FUKOKU MUTUAL LIFE INSURANCE Co | 9 | 9 | 3.05% | 3.94% | 4.91% | Q2 2013 | Q2 2015 | 9 |
Apriem Advisors | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
First Horizon Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 9 |
Hartford Financial Management Inc. | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q4 2019 | 9 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9 | 9 | 0.17% | 0.20% | 0.23% | Q3 2021 | Q3 2023 | 9 |
Edgestream Partners, L.P. | 3 | 1 | 0.02% | 0.26% | 0.54% | Q1 2018 | Q3 2022 | 9 |
Sutton Wealth Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Deer Park Road Corp | 4 | 1 | 0.18% | 0.71% | 1.43% | Q4 2018 | Q4 2022 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q2 2019 | 8 |
MITCHELL SINKLER & STARR/PA | 8 | 8 | 0.29% | 0.69% | 1.37% | Q2 2013 | Q1 2015 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.07% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.06% | 0.14% | 0.24% | Q4 2020 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Hillsdale Investment Management Inc. | 8 | 8 | 0.01% | 0.03% | 0.19% | Q2 2013 | Q1 2015 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.01% | 0.06% | 0.18% | Q4 2021 | Q3 2023 | 8 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.02% | 0.11% | Q4 2012 | Q1 2023 | 8 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 8 | 8 | 0.09% | 0.27% | 0.38% | Q3 2015 | Q2 2017 | 8 |
Pacific Center for Financial Services | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Kore Private Wealth LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 8 |
CreativeOne Wealth, LLC | 5 | 3 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q2 2023 | 8 |
QCI ASSET MANAGEMENT INC/NY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
ATLAS CAPITAL ADVISORS LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q4 2019 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 2 | 0.00% | 0.09% | 0.29% | Q2 2013 | Q3 2023 | 8 |
FMA ADVISORY INC | 7 | 1 | 0.01% | 0.13% | 0.16% | Q2 2013 | Q2 2015 | 8 |
New Vernon Capital Holdings II LLC | 6 | 2 | 0.78% | 1.21% | 1.60% | Q2 2016 | Q2 2018 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q1 2021 | 8 |
MANAGED ACCOUNT ADVISORS LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 8 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 8 |
Virtus Investment Advisers, Inc. | 5 | 1 | 0.05% | 0.23% | 0.36% | Q3 2013 | Q3 2017 | 8 |
NATIXIS ADVISORS, L.P. | 8 | 8 | 0.08% | 0.09% | 0.12% | Q2 2013 | Q1 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Fieldpoint Private Securities, LLC | 6 | 1 | 0.00% | 0.07% | 0.15% | Q1 2017 | Q2 2021 | 8 |
Waverly Advisors, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 7 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q4 2013 | 7 |
M&R CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
Lattice Strategies LLC | 7 | 7 | 0.22% | 0.27% | 0.33% | Q4 2013 | Q2 2015 | 7 |
Miracle Mile Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
EXANE DERIVATIVES | 7 | 7 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q1 2017 | 7 |
Wealthspire Advisors, L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
Yorktown Management & Research Co Inc | 7 | 7 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Wharton Business Group, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Exchange Capital Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.09% | 0.26% | 0.88% | Q2 2013 | Q1 2017 | 7 |
Glovista Investments LLC | 6 | 1 | 0.14% | 0.28% | 0.72% | Q1 2014 | Q3 2017 | 7 |
Haverford Trust Co | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Compagnie Lombard Odier SCmA | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2022 | 7 |
Eudaimonia Partners, LLC | 6 | 1 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q2 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Korea Investment CORP | 7 | 7 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q2 2018 | 7 |
Manifold Partners, LLC | 5 | 2 | 0.50% | 2.71% | 4.31% | Q2 2014 | Q1 2017 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.33% | 2.32% | Q1 2018 | Q3 2019 | 7 |
BHF Kleinwort Benson Group S.A. | 7 | 7 | 0.00% | 0.23% | 0.69% | Q2 2013 | Q4 2014 | 7 |
PICTET BANK & TRUST Ltd | 7 | 7 | 0.11% | 0.15% | 0.17% | Q4 2013 | Q2 2015 | 7 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.04% | 0.25% | Q2 2014 | Q3 2022 | 7 |
BlackRock Fund Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 7 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Placemark Investments, Inc. | 4 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2015 | 6 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 6 |
Sumitomo Mitsui Trust Holdings, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 6 |
BOSTON PRIVATE BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
Trust CO of the Ozarks | 6 | 6 | 0.14% | 0.18% | 0.22% | Q2 2013 | Q3 2014 | 6 |
BLB&B Advisors, LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q3 2014 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.12% | 0.65% | Q4 2016 | Q1 2018 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Olympiad Research LP | 6 | 6 | 0.11% | 0.20% | 0.30% | Q1 2021 | Q2 2022 | 6 |
TRIAD FINANCIAL ADVISORS, INC. | 6 | 6 | 0.10% | 0.12% | 0.16% | Q4 2021 | Q1 2023 | 6 |
Argentus Capital Management, LLC | 5 | 1 | 0.00% | 0.03% | 0.16% | Q3 2013 | Q3 2016 | 6 |
SUNTRUST BANKS INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 6 |
Vontobel Holding Ltd. | 5 | 1 | 0.00% | 0.15% | 0.27% | Q3 2021 | Q3 2023 | 6 |
Independent Family Office, LLC | 3 | 1 | 0.08% | 0.10% | 0.15% | Q4 2019 | Q4 2021 | 6 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 6 |
Parallel Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 6 |
Windham Capital Management, LLC | 5 | 1 | 0.05% | 0.18% | 0.27% | Q1 2017 | Q3 2022 | 6 |
Versant Capital Management, Inc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Focused Wealth Management, Inc | 5 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q4 2022 | 6 |
HARBOUR INVESTMENTS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bank Pictet & Cie (Europe) AG | 2 | 1 | 0.09% | 0.15% | 0.20% | Q2 2014 | Q3 2019 | 6 |
SFE Investment Counsel | 6 | 6 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q3 2014 | 6 |
Independent Portfolio Consultants, Inc. | 6 | 6 | 0.07% | 0.39% | 0.66% | Q1 2016 | Q2 2017 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRUDENTIAL FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 6 |
Hudson Bay Capital Management LP | 4 | 1 | 0.04% | 0.08% | 0.10% | Q4 2017 | Q1 2022 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Capital Bank & Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
GUARDIAN INVESTMENT MANAGEMENT | 6 | 6 | 0.47% | 0.55% | 0.60% | Q2 2013 | Q3 2014 | 6 |
ATWOOD & PALMER INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 6 |
Kingfisher Capital LLC | 6 | 6 | 0.24% | 0.28% | 0.31% | Q2 2013 | Q3 2014 | 6 |
PARSONS CAPITAL MANAGEMENT INC/RI | 6 | 6 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2017 | 6 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Gruss & Co., LLC | 5 | 5 | 0.28% | 0.29% | 0.31% | Q2 2013 | Q2 2014 | 5 |
Laurion Capital Management LP | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2017 | Q4 2017 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Vontobel Swiss Wealth Advisors AG | 3 | 2 | 0.14% | 0.84% | 2.66% | Q1 2017 | Q4 2019 | 5 |
PRENTISS SMITH & CO INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Laffer Tengler Investments, Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2017 | 5 |
VICUS CAPITAL | 5 | 5 | 0.10% | 0.48% | 0.74% | Q2 2013 | Q2 2014 | 5 |
Bluefin Trading, LLC | 2 | 1 | 0.01% | 0.18% | 0.37% | Q1 2014 | Q4 2017 | 5 |
DRW Securities, LLC | 2 | 1 | 0.03% | 0.09% | 0.18% | Q4 2019 | Q1 2023 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q2 2018 | 5 |
FRANKLIN RESOURCES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 5 |
CADINHA & CO LLC | 5 | 5 | 0.05% | 0.57% | 2.41% | Q3 2013 | Q3 2014 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cordasco Financial Network | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
RAY GERALD L & ASSOCIATES LTD | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2013 | Q3 2014 | 5 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2019 | 5 |
Ameritas Investment Partners, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
BENJAMIN EDWARDS INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
VIVID FINANCIAL MANAGEMENT, INC. | 5 | 5 | 0.46% | 0.65% | 0.71% | Q4 2020 | Q4 2021 | 5 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q2 2014 | Q4 2019 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 5 |
KEELEY ASSET MANAGEMENT CORP | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 5 |
Marketfield Asset Management LLC | 5 | 5 | 3.69% | 5.39% | 5.96% | Q1 2021 | Q1 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Parasol Investment Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 5 |
Trexquant Investment LP | 3 | 2 | 0.01% | 0.07% | 0.25% | Q1 2020 | Q2 2023 | 5 |
Marotta Asset Management | 5 | 5 | 0.06% | 0.23% | 0.67% | Q4 2019 | Q4 2020 | 5 |
Chicago Partners Investment Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2022 | 5 |
Winfield Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2014 | 5 |
PRINCETON CAPITAL MANAGEMENT LLC | 3 | 2 | 0.01% | 0.22% | 0.38% | Q3 2013 | Q2 2018 | 5 |
Polaris Wealth Advisory Group, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Wolf Group Capital Advisors | 5 | 5 | 0.68% | 0.93% | 1.03% | Q3 2017 | Q3 2018 | 5 |
PURA VIDA INVESTMENTS, LLC | 3 | 1 | 0.66% | 0.81% | 1.02% | Q3 2015 | Q4 2016 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
NVWM, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2019 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2023 | 4 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Zurich Insurance Group Ltd/FI | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
NEW YORK STATE COMMON RETIREMENT FUND | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2017 | 4 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 4 |
Polianta Ltd | 4 | 4 | 5.51% | 6.31% | 7.40% | Q2 2022 | Q1 2023 | 4 |
BRINKER CAPITAL INC | 2 | 1 | 0.03% | 0.07% | 0.12% | Q2 2014 | Q3 2015 | 4 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q1 2021 | 4 |
Atom Investors LP | 3 | 1 | 0.05% | 0.20% | 0.37% | Q1 2020 | Q2 2021 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2013 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2017 | 4 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.52% | 1.84% | Q1 2013 | Q1 2019 | 4 |
Westside Investment Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2020 | 4 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2 | 1 | 0.34% | 1.42% | 3.35% | Q4 2013 | Q3 2020 | 4 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q4 2017 | 4 |
NATIONAL PLANNING CORP | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 4 |
Thiel Macro LLC | 2 | 1 | 0.24% | 0.88% | 1.83% | Q4 2014 | Q3 2019 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.07% | 0.08% | 0.08% | Q3 2014 | Q2 2015 | 4 |
Acropolis Investment Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Cresset Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 4 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2019 | 4 |
Enterprise Trust & Investment Co | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
MARIETTA INVESTMENT PARTNERS LLC | 4 | 4 | 0.07% | 0.33% | 0.78% | Q1 2016 | Q4 2016 | 4 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 4 |
LFA - Lugano Financial Advisors SA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Tidal Investments LLC | 4 | 4 | 0.02% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Natixis Investment Managers International | 4 | 4 | 1.34% | 2.08% | 3.16% | Q1 2016 | Q4 2016 | 4 |
Kalos Management, Inc. | 4 | 4 | 0.29% | 0.33% | 0.39% | Q4 2015 | Q3 2016 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Kovitz Investment Group Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Fullerton Fund Management Co Ltd. | 2 | 1 | 0.07% | 0.33% | 0.96% | Q3 2018 | Q2 2022 | 4 |
Private Capital Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 4 |
AXS Investments LLC | 4 | 4 | 0.07% | 0.12% | 0.14% | Q2 2022 | Q1 2023 | 4 |
Weaver C. Barksdale & Associates, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Proficio Capital Partners LLC | 3 | 1 | 0.04% | 0.98% | 1.96% | Q1 2021 | Q2 2022 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q1 2022 | 4 |
NewEdge Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q2 2021 | 4 |
Liberty Mutual Group Asset Management Inc. | 4 | 4 | 0.07% | 0.11% | 0.15% | Q1 2015 | Q4 2015 | 4 |
ASB Consultores, LLC | 4 | 4 | 0.87% | 1.01% | 1.18% | Q4 2021 | Q3 2022 | 4 |
Smart Portfolios, LLC | 1 | 1 | 0.43% | 1.84% | 6.02% | Q3 2013 | Q1 2015 | 4 |
Torch Wealth Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q1 2018 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.20% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 3 |
Evercore Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 3 |
Nan Shan Life Insurance Co., Ltd. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.35% | 0.36% | 0.38% | Q1 2022 | Q3 2022 | 3 |
Hefty Wealth Partners | 2 | 1 | 0.00% | 0.27% | 0.42% | Q3 2016 | Q3 2017 | 3 |
Shamrock Asset Management LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2016 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.12% | 0.15% | 0.19% | Q2 2019 | Q1 2020 | 3 |
Commonwealth Financial Services, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2014 | Q2 2015 | 3 |
Cetera Investment Advisers | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.05% | 0.06% | 0.09% | Q1 2017 | Q1 2018 | 3 |
SENTINEL PENSION ADVISORS INC | 3 | 3 | 0.28% | 0.29% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Country Club Trust Company, n.a. | 3 | 3 | 0.28% | 0.33% | 0.37% | Q2 2013 | Q4 2013 | 3 |
Integrity Financial Corp /WA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Rampart Investment Management Company, LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q2 2019 | Q4 2019 | 3 |
Strategic Capital Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 3 |
Sepio Capital, LP | 2 | 1 | 0.05% | 0.07% | 0.11% | Q1 2021 | Q1 2023 | 3 |
Chesley Taft & Associates LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q4 2013 | 3 |
Trek Financial, LLC | 2 | 1 | 0.03% | 0.08% | 0.16% | Q1 2021 | Q4 2022 | 3 |
EHP Funds Inc. | 3 | 3 | 0.07% | 0.13% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Vermillion Asset Management LLC | 2 | 2 | 0.17% | 2.41% | 5.53% | Q2 2013 | Q3 2013 | 3 |
Metis Global Partners, LLC | 3 | 3 | 0.09% | 0.21% | 0.43% | Q2 2022 | Q4 2022 | 3 |
Vident Investment Advisory, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q2 2023 | 3 |
Dorsey Wright & Associates | 3 | 3 | 0.06% | 0.08% | 0.11% | Q2 2017 | Q4 2017 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Smith Affiliated Capital Corp. | 1 | 1 | 0.39% | 0.46% | 0.57% | Q2 2011 | Q2 2014 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.12% | 0.16% | 0.19% | Q1 2015 | Q3 2015 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q1 2017 | Q3 2018 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 3 |
Laidlaw Group, LLC | 3 | 3 | 0.37% | 0.61% | 0.76% | Q2 2013 | Q4 2013 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Willow Street Advisors LLC | 3 | 3 | 1.70% | 1.87% | 1.96% | Q2 2013 | Q4 2013 | 3 |
Employees Retirement System of Texas | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Kistler-Tiffany Companies, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 3 |
COMMUNITY BANK SYSTEM, INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Beacon Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
American Trust | 2 | 1 | 0.07% | 0.17% | 0.26% | Q2 2022 | Q1 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 3 |
AMP Capital Investors Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 3 |
InterOcean Capital, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q2 2018 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
OPPENHEIMER & CO INC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2022 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q2 2015 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Forty4 Asset Management LLC | 1 | 1 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q2 2013 | 3 |
NatWest Group plc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
TWO SIGMA INVESTMENTS, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q2 2013 | Q4 2013 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cercano Management LLC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 3 | 3 | 0.15% | 0.18% | 0.19% | Q2 2013 | Q4 2013 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
Bray Capital Advisors | 3 | 3 | 0.13% | 0.34% | 0.46% | Q4 2014 | Q2 2015 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.10% | 0.12% | 0.13% | Q4 2017 | Q3 2018 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Weatherstone Capital Management | 2 | 1 | 0.16% | 0.21% | 0.25% | Q2 2014 | Q4 2016 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.10% | 0.12% | 0.12% | Q2 2013 | Q4 2013 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2021 | 3 |
ALLSTATE CORP | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 3 |
Legal & General Group Plc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Essex Financial Services, Inc. | 2 | 1 | 0.06% | 0.07% | 0.07% | Q3 2013 | Q2 2014 | 3 |
Crabel Capital Management, LLC | 1 | 1 | 0.08% | 0.14% | 0.25% | Q4 2017 | Q1 2021 | 3 |
AEGON USA Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
HOHIMER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.35% | 0.71% | 0.99% | Q1 2020 | Q3 2020 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
QCM Cayman, Ltd. | 1 | 1 | 0.23% | 2.65% | 7.26% | Q2 2013 | Q3 2022 | 3 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 3 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.03% | 0.28% | 0.53% | Q1 2017 | Q4 2019 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2015 | 3 |
Merriman Wealth Management, LLC | 1 | 1 | 0.04% | 0.10% | 0.21% | Q3 2013 | Q2 2023 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2017 | 3 |
GUGGENHEIM CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
PEAK FINANCIAL ADVISORS LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q1 2021 | Q2 2021 | 2 |
Cambria Investment Management, L.P. | 2 | 2 | 0.25% | 0.27% | 0.29% | Q3 2016 | Q4 2016 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
Virtus Fund Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
MONETARY MANAGEMENT GROUP INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Man Group plc | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Horizon Investments, LLC | 1 | 1 | 0.00% | 0.10% | 0.21% | Q2 2022 | Q3 2023 | 2 |
Sage Advisory Services, Ltd.Co. | 2 | 2 | 1.86% | 1.91% | 1.96% | Q2 2023 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.11% | 0.25% | 0.39% | Q3 2017 | Q1 2021 | 2 |
Weaver Consulting Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Caprock Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
R & A Capital Management, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2013 | Q3 2013 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2016 | 2 |
Mariner, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.02% | 0.20% | 0.38% | Q2 2013 | Q3 2013 | 2 |
Cerity Partners LLC | 2 | 2 | 1.26% | 1.73% | 2.20% | Q1 2017 | Q2 2017 | 2 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
SG3 Management, LLC | 1 | 1 | 0.02% | 0.11% | 0.21% | Q1 2020 | Q1 2020 | 2 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 2 | 2 | 0.12% | 0.25% | 0.37% | Q2 2013 | Q3 2013 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.02% | 0.14% | 0.27% | Q1 2017 | Q1 2017 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 2 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 2 |
CCM INVESTMENT ADVISERS LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.13% | 0.24% | Q1 2018 | Q4 2020 | 2 |
Assured Investment Management LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q2 2014 | 2 |
Wilmington Trust, National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2015 | Q3 2015 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Andromeda Capital LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2014 | Q1 2014 | 2 |
Idaho Trust Bank | 2 | 2 | 0.65% | 0.66% | 0.68% | Q2 2023 | Q3 2023 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.29% | 0.42% | 0.54% | Q3 2020 | Q1 2021 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Mount Lucas Management LP | 1 | 1 | 0.49% | 0.75% | 1.00% | Q4 2022 | Q2 2023 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
ALLIANCEBERNSTEIN L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.04% | 0.56% | 1.07% | Q3 2018 | Q2 2022 | 2 |
WESTERN INVESTMENT LLC | 2 | 2 | 2.46% | 3.18% | 3.90% | Q2 2013 | Q3 2013 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.27% | 0.29% | 0.30% | Q4 2020 | Q1 2021 | 2 |
PATTEN & PATTEN INC/TN | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q1 2017 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
TradeLink Global Equity LLC | 2 | 2 | 0.05% | 0.19% | 0.34% | Q3 2014 | Q4 2014 | 2 |
Fort Point Capital Partners LLC | 1 | 1 | 0.04% | 0.06% | 0.09% | Q2 2022 | Q4 2022 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.23% | 0.39% | 0.55% | Q4 2017 | Q1 2018 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q1 2017 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Columbus Macro, LLC | 1 | 1 | 0.22% | 0.28% | 0.35% | Q1 2018 | Q3 2022 | 2 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 3.80% | 5.05% | 6.30% | Q1 2013 | Q1 2014 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2015 | Q3 2015 | 2 |
Klingman & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Julex Capital Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 2 |
Knollwood Investment Advisory, LLC | 2 | 2 | 0.74% | 1.00% | 1.26% | Q1 2023 | Q2 2023 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Cavalier Investments, LLC | 2 | 2 | 1.07% | 1.10% | 1.13% | Q4 2020 | Q1 2021 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
Pentwater Capital Management LP | 1 | 1 | 0.02% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 2 |
STOCK YARDS BANK & TRUST CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Candriam S.C.A. | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q1 2015 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.20% | 0.32% | 0.44% | Q1 2017 | Q3 2019 | 2 |
FDO Partners, LLC | 1 | 1 | 1.60% | 21.08% | 40.56% | Q3 2017 | Q1 2018 | 2 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q3 2014 | 2 |
Covington Capital Management | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Coatue Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2016 | 2 |
CAPITAL GUARDIAN TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q1 2021 | 2 |
STRS OHIO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Van Berkom & Associates Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Motley Fool Wealth Management, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2018 | Q4 2018 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Walleye Capital LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2021 | Q3 2021 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Vollero Beach Capital Partners LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2015 | Q3 2015 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2013 | Q3 2013 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
MARCUARD FAMILY OFFICE LTD | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2014 | Q3 2014 | 1 |
BAILARD, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Atria Investments, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2013 | Q4 2013 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2013 | Q3 2013 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2014 | Q4 2014 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2014 | Q1 2014 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fore Research & Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
Crestline Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
CPWM, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Keel Point, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2017 | Q1 2017 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2016 | Q4 2016 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2017 | Q4 2017 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
ING GROEP NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
STATE STREET CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 1 | 1 | 5.20% | 5.20% | 5.20% | Q4 2016 | Q4 2016 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2019 | Q4 2019 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Good Harbor Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
VIEWPOINT INVESTMENT PARTNERS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SMITH CHAS P & ASSOCIATES PA CPAS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
DMC Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KMS FINANCIAL SERVICES, INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2013 | Q3 2013 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
First PREMIER Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 1.43% | 1.43% | 1.43% | Q1 2022 | Q1 2022 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
OLD DOMINION CAPITAL MANAGEMENT INC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q2 2013 | Q2 2013 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2013 | Q2 2013 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2010 | Q2 2010 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2014 | Q3 2014 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2019 | Q3 2019 | 1 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
I.G. INVESTMENT MANAGEMENT, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Activest Wealth Management | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q2 2023 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2013 | Q3 2013 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2014 | Q2 2014 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WRAPMANAGER INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2013 | Q3 2013 | 1 |
Cobble Hill Financial Services, INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2013 | Q1 2013 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
COLUMBIA CAPITAL LLC | 1 | 1 | 4.24% | 4.24% | 4.24% | Q2 2013 | Q2 2013 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2020 | Q4 2020 | 1 |
Duquesne Family Office | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2014 | Q1 2014 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Sonoma Private Wealth LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2022 | Q4 2022 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
MAI Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
ACUTA CAPITAL PARTNERS, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2015 | Q3 2015 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
OAK HARBOR WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Simmons Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
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This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.