Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 110 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 102 |
Citadel Advisors | 33 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 80 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 79 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.22% | Q4 2015 | Q3 2023 | 73 |
HAP Trading, LLC | 18 | 1 | 0.00% | 0.18% | 2.32% | Q2 2013 | Q3 2023 | 68 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 63 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 58 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.02% | 0.10% | Q1 2012 | Q3 2023 | 56 |
JANE STREET GROUP, LLC | 17 | 1 | 0.00% | 0.02% | 0.23% | Q1 2014 | Q3 2023 | 56 |
HUNTINGTON NATIONAL BANK | 20 | 17 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 55 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 54 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 53 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.05% | Q3 2013 | Q3 2022 | 51 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 49 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 46 |
BANK OF NOVA SCOTIA | 17 | 2 | 0.00% | 0.11% | 0.96% | Q1 2013 | Q1 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.03% | 0.26% | Q4 2012 | Q3 2023 | 44 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
COMMERCE BANK | 28 | 14 | 0.00% | 0.04% | 0.24% | Q1 2013 | Q3 2023 | 42 |
Palisades Hudson Asset Management, L.P. | 42 | 42 | 0.29% | 0.77% | 1.61% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.22% | Q2 2013 | Q3 2023 | 42 |
ZACKS INVESTMENT MANAGEMENT | 42 | 42 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.01% | 0.17% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Karpus Management, Inc. | 42 | 42 | 0.28% | 0.71% | 1.55% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.08% | 0.32% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.04% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 42 |
ALBION FINANCIAL GROUP /UT | 31 | 10 | 0.12% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 25 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 31 | 10 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.18% | 0.48% | 1.52% | Q3 2013 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 31 | 10 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
FMR LLC | 32 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Asset Management Group, Inc. | 27 | 14 | 0.06% | 0.20% | 0.65% | Q2 2013 | Q3 2023 | 41 |
STATE STREET CORP | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
PRIVATE TRUST CO NA | 40 | 40 | 0.05% | 0.27% | 0.50% | Q4 2013 | Q3 2023 | 40 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2022 | 39 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 4 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q2 2023 | 39 |
TCI Wealth Advisors, Inc. | 37 | 1 | 0.00% | 0.01% | 0.08% | Q4 2012 | Q3 2022 | 38 |
Covington Capital Management | 38 | 38 | 0.00% | 0.07% | 0.37% | Q2 2013 | Q3 2022 | 38 |
Daiwa Securities Group Inc. | 26 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
Global Endowment Management, LP | 22 | 16 | 0.08% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 38 |
Mirae Asset Global Investments Co., Ltd. | 38 | 38 | 0.01% | 0.18% | 0.59% | Q2 2014 | Q3 2023 | 38 |
TORONTO DOMINION BANK | 17 | 6 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 37 |
Stelac Advisory Services LLC | 22 | 15 | 0.47% | 1.07% | 2.75% | Q2 2014 | Q3 2023 | 37 |
US BANCORP \DE\ | 27 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 37 | 0.00% | 0.10% | 0.33% | Q2 2013 | Q2 2022 | 37 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 2 | 0.00% | 0.07% | 0.12% | Q2 2014 | Q4 2023 | 37 |
Tower Research Capital LLC (TRC) | 11 | 2 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 37 |
MILLENNIUM MANAGEMENT LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 37 |
SG Americas Securities, LLC | 15 | 2 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.02% | 0.13% | 0.52% | Q4 2014 | Q3 2023 | 36 |
Family Firm, Inc. | 36 | 36 | 0.27% | 0.41% | 0.53% | Q4 2014 | Q3 2023 | 36 |
1832 Asset Management L.P. | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
BLAIR WILLIAM & CO/IL | 26 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
RiverFront Investment Group, LLC | 21 | 15 | 0.01% | 0.83% | 2.96% | Q4 2008 | Q4 2019 | 36 |
Candriam S.C.A. | 36 | 36 | 0.02% | 0.08% | 0.17% | Q4 2014 | Q3 2023 | 36 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 34 | 1 | 0.08% | 1.01% | 2.01% | Q4 2014 | Q3 2023 | 35 |
Curbstone Financial Management Corp | 14 | 1 | 0.10% | 0.41% | 1.88% | Q1 2014 | Q4 2023 | 35 |
State of Tennessee, Treasury Department | 35 | 35 | 0.02% | 0.08% | 0.32% | Q1 2015 | Q3 2023 | 35 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 12 | 1 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 34 |
STIFEL FINANCIAL CORP | 27 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 34 |
Brinker Capital Investments, LLC | 28 | 1 | 0.00% | 0.16% | 0.58% | Q2 2013 | Q1 2022 | 33 |
Bank of New York Mellon Corp | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
Ifrah Financial Services, Inc. | 16 | 6 | 0.09% | 0.20% | 0.26% | Q3 2013 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 21 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2022 | 32 |
SCOTIA CAPITAL INC. | 31 | 31 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 31 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q1 2023 | 31 |
Main Management LLC | 20 | 11 | 0.00% | 0.27% | 0.45% | Q2 2015 | Q3 2023 | 31 |
CIBC Asset Management Inc | 31 | 31 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2020 | 31 |
CIBC WORLD MARKET INC. | 19 | 1 | 0.00% | 0.16% | 2.32% | Q3 2014 | Q3 2023 | 31 |
Legal & General Group Plc | 30 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.09% | 0.35% | Q2 2013 | Q3 2020 | 30 |
JNBA Financial Advisors | 20 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30 | 30 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q4 2020 | 30 |
Focused Wealth Management, Inc | 30 | 30 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2020 | 30 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 28 | 1 | 0.02% | 0.13% | 0.59% | Q4 2015 | Q3 2023 | 30 |
DEUTSCHE BANK AG\ | 24 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 30 |
CWM, LLC | 16 | 6 | 0.00% | 0.02% | 0.51% | Q4 2015 | Q3 2023 | 30 |
NORTHERN TRUST CORP | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 29 |
PRUDENTIAL FINANCIAL INC | 12 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2022 | 29 |
FIL Ltd | 28 | 1 | 0.00% | 0.00% | 0.05% | Q2 2015 | Q3 2023 | 29 |
Catalyst Capital Advisors LLC | 29 | 29 | 0.25% | 0.44% | 0.53% | Q3 2016 | Q3 2023 | 29 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 28 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 17 | 3 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2022 | 28 |
GOULD ASSET MANAGEMENT LLC /CA/ | 22 | 6 | 0.10% | 0.22% | 0.55% | Q2 2013 | Q3 2023 | 28 |
EVERGREEN CAPITAL MANAGEMENT LLC | 26 | 2 | 0.04% | 0.12% | 0.21% | Q3 2016 | Q3 2023 | 28 |
JOHN G ULLMAN & ASSOCIATES INC | 28 | 28 | 0.37% | 0.57% | 0.78% | Q2 2013 | Q1 2020 | 28 |
GenTrust, LLC | 28 | 28 | 1.21% | 1.81% | 2.39% | Q4 2016 | Q3 2023 | 28 |
TD ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
Banco Santander, S.A. | 28 | 28 | 0.01% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Employees Retirement System of Texas | 13 | 6 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q2 2021 | 28 |
Millburn Ridgefield Corp | 28 | 28 | 0.50% | 0.60% | 0.64% | Q4 2016 | Q3 2023 | 28 |
Walleye Trading LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 28 |
GLENMEDE TRUST CO NA | 20 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 28 |
Asset Management One Co., Ltd. | 28 | 28 | 0.10% | 0.21% | 0.29% | Q4 2016 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 28 | 28 | 0.00% | 0.01% | 0.10% | Q1 2016 | Q4 2022 | 28 |
MML INVESTORS SERVICES, LLC | 26 | 1 | 0.01% | 0.07% | 1.24% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q4 2019 | 27 |
STRS OHIO | 20 | 1 | 0.00% | 0.08% | 0.15% | Q4 2013 | Q3 2023 | 27 |
Sageworth Trust Co | 27 | 27 | 0.24% | 0.83% | 1.88% | Q2 2013 | Q4 2019 | 27 |
Intercontinental Wealth Advisors, LLC | 27 | 27 | 0.14% | 0.36% | 0.72% | Q4 2016 | Q2 2023 | 27 |
TIEMANN INVESTMENT ADVISORS, LLC | 14 | 2 | 0.12% | 0.21% | 0.46% | Q4 2013 | Q3 2023 | 27 |
TOMPKINS FINANCIAL CORP | 19 | 8 | 0.00% | 0.08% | 0.70% | Q2 2013 | Q1 2020 | 27 |
SYNOVUS FINANCIAL CORP | 17 | 10 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q2 2020 | 27 |
Hudock, Inc. | 23 | 3 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2022 | 26 |
WELLINGTON MANAGEMENT GROUP LLP | 21 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 17 | 2 | 0.00% | 0.02% | 0.26% | Q4 2016 | Q3 2023 | 26 |
Carroll Financial Associates, Inc. | 24 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2021 | 25 |
Veritable, L.P. | 12 | 2 | 0.00% | 0.02% | 0.04% | Q4 2012 | Q2 2023 | 25 |
Accuvest Global Advisors | 8 | 1 | 0.06% | 1.41% | 4.18% | Q1 2014 | Q3 2023 | 25 |
Janney Montgomery Scott LLC | 20 | 5 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.03% | 0.06% | 0.13% | Q4 2014 | Q4 2020 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
First Horizon Advisors, Inc. | 18 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 24 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2019 | 24 |
Filament LLC | 24 | 24 | 0.09% | 0.42% | 0.97% | Q2 2013 | Q1 2019 | 24 |
Country Club Trust Company, n.a. | 24 | 24 | 0.06% | 0.20% | 0.36% | Q2 2013 | Q1 2019 | 24 |
WealthTrust Fairport, LLC | 24 | 24 | 0.98% | 1.64% | 2.50% | Q2 2013 | Q1 2019 | 24 |
Patten Group, Inc. | 17 | 1 | 0.03% | 0.22% | 0.64% | Q4 2014 | Q2 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Taikang Asset Management (Hong Kong) Co Ltd | 24 | 24 | 0.28% | 0.66% | 1.10% | Q4 2017 | Q3 2023 | 24 |
CITY HOLDING CO | 23 | 23 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2019 | 23 |
Ledyard National Bank | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
New Vernon Capital Holdings II LLC | 17 | 6 | 0.20% | 1.11% | 2.16% | Q2 2016 | Q3 2023 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.06% | 0.21% | 0.37% | Q4 2017 | Q2 2023 | 23 |
Laffer Tengler Investments, Inc. | 14 | 9 | 0.01% | 0.37% | 1.20% | Q2 2013 | Q3 2023 | 23 |
BESSEMER GROUP INC | 12 | 1 | 0.00% | 0.05% | 0.28% | Q2 2013 | Q3 2023 | 23 |
Hartford Financial Management Inc. | 22 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 23 |
Nuveen Asset Management, LLC | 21 | 2 | 0.01% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 23 |
CIBC Private Wealth Group, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 23 |
HOWE & RUSLING INC | 16 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2019 | 23 |
Dorsey & Whitney Trust CO LLC | 23 | 23 | 0.07% | 0.10% | 0.21% | Q1 2018 | Q3 2023 | 23 |
Rehmann Capital Advisory Group | 14 | 2 | 0.01% | 0.17% | 0.44% | Q2 2009 | Q2 2019 | 22 |
BANQUE PICTET & CIE SA | 13 | 2 | 0.00% | 0.19% | 0.89% | Q4 2013 | Q2 2023 | 22 |
TWO SIGMA SECURITIES, LLC | 12 | 1 | 0.00% | 0.10% | 0.88% | Q1 2015 | Q3 2023 | 22 |
Rathbones Group PLC | 22 | 22 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2018 | 22 |
Sandy Spring Bank | 17 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 22 |
PICTET ASSET MANAGEMENT LTD | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 22 |
Varma Mutual Pension Insurance Co | 18 | 4 | 0.17% | 0.86% | 7.87% | Q4 2017 | Q3 2023 | 22 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 22 |
Itau Unibanco Holding S.A. | 19 | 1 | 0.00% | 0.11% | 0.26% | Q2 2017 | Q2 2023 | 22 |
ATLAS CAPITAL ADVISORS LLC | 12 | 10 | 0.00% | 0.19% | 0.82% | Q1 2018 | Q3 2023 | 22 |
M&T BANK CORP | 10 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2022 | 21 |
Anchor Investment Management, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 21 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 8 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 21 |
CUMBERLAND ADVISORS INC | 12 | 1 | 0.89% | 1.80% | 2.64% | Q3 2014 | Q3 2023 | 21 |
ALLSTATE CORP | 20 | 1 | 0.12% | 0.61% | 3.86% | Q2 2016 | Q4 2022 | 21 |
BRINKER CAPITAL INC | 13 | 8 | 0.01% | 0.09% | 0.25% | Q2 2013 | Q3 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Wakefield Asset Management LLLP | 21 | 21 | 0.38% | 0.96% | 1.31% | Q3 2018 | Q3 2023 | 21 |
East Coast Asset Management, LLC. | 21 | 21 | 0.08% | 0.37% | 0.77% | Q4 2012 | Q4 2017 | 21 |
Alaska Permanent Capital Management | 21 | 21 | 0.06% | 0.20% | 2.14% | Q2 2013 | Q2 2018 | 21 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q2 2018 | 21 |
Elm Partners Management LLC | 20 | 20 | 0.44% | 0.60% | 0.79% | Q4 2018 | Q3 2023 | 20 |
Blue Edge Capital, LLC | 15 | 5 | 0.07% | 1.11% | 1.58% | Q4 2013 | Q4 2019 | 20 |
CX Institutional | 20 | 20 | 0.00% | 0.36% | 0.72% | Q3 2018 | Q2 2023 | 20 |
Drexel Morgan & Co. | 20 | 20 | 0.75% | 1.17% | 1.61% | Q2 2013 | Q1 2018 | 20 |
PRUDENTIAL PLC | 10 | 1 | 0.01% | 0.05% | 0.24% | Q2 2013 | Q2 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.04% | Q4 2017 | Q3 2022 | 20 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2021 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 20 |
Water Oak Advisors LLC | 14 | 1 | 0.71% | 2.68% | 4.78% | Q2 2014 | Q3 2020 | 20 |
AXA S.A. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 1 | 0.01% | 0.15% | 0.36% | Q2 2013 | Q4 2022 | 20 |
Liberty Mutual Group Asset Management Inc. | 19 | 19 | 0.45% | 2.17% | 3.18% | Q4 2017 | Q2 2022 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Winslow, Evans & Crocker, Inc. | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2018 | 19 |
MERIDIAN INVESTMENT COUNSEL INC. | 19 | 19 | 0.20% | 0.29% | 0.40% | Q4 2013 | Q2 2018 | 19 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.01% | 0.15% | 0.85% | Q2 2013 | Q2 2023 | 19 |
HM PAYSON & CO | 18 | 1 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q3 2023 | 19 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 19 |
Lenox Wealth Management, Inc. | 19 | 19 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q2 2020 | 19 |
Kistler-Tiffany Companies, LLC | 19 | 19 | 0.01% | 0.12% | 0.34% | Q2 2013 | Q4 2017 | 19 |
MUFG Americas Holdings Corp | 17 | 1 | 0.00% | 0.00% | 0.02% | Q4 2010 | Q1 2022 | 19 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.04% | 0.18% | Q1 2013 | Q3 2023 | 19 |
Psagot Value Holdings Ltd. | 19 | 19 | 0.00% | 0.90% | 1.34% | Q2 2013 | Q4 2017 | 19 |
LAZARD ASSET MANAGEMENT LLC | 17 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2022 | 18 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 18 |
VICTORY CAPITAL MANAGEMENT INC | 18 | 18 | 0.02% | 0.08% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Zurich Insurance Group Ltd/FI | 10 | 2 | 0.01% | 1.39% | 3.40% | Q1 2016 | Q3 2023 | 18 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7 | 4 | 0.00% | 0.10% | 0.22% | Q2 2013 | Q2 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2017 | 18 |
KING LUTHER CAPITAL MANAGEMENT CORP | 9 | 4 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q4 2022 | 18 |
NEXT Financial Group, Inc | 7 | 1 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q4 2021 | 18 |
Sensible Financial Planning & Management, LLC. | 13 | 5 | 0.11% | 0.48% | 2.50% | Q3 2014 | Q3 2023 | 18 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2012 | Q4 2016 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q4 2023 | 17 |
6 Meridian | 17 | 17 | 0.54% | 0.64% | 0.72% | Q4 2017 | Q4 2021 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.04% | 0.17% | 0.33% | Q2 2013 | Q3 2023 | 17 |
Robertson Stephens Wealth Management, LLC | 17 | 17 | 0.09% | 0.18% | 0.58% | Q3 2019 | Q3 2023 | 17 |
Lenox Wealth Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2023 | 17 |
BB&T SECURITIES, LLC | 11 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 17 |
MONROE BANK & TRUST/MI | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 17 |
AdvisorNet Financial, Inc | 16 | 1 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q2 2022 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Wealthcare Advisory Partners LLC | 13 | 2 | 0.01% | 0.47% | 1.19% | Q1 2017 | Q1 2022 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Fiera Capital Corp | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 17 |
Ameraudi Asset Management, Inc. | 16 | 16 | 1.82% | 2.13% | 2.86% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.25% | 0.31% | 0.37% | Q4 2019 | Q3 2023 | 16 |
Partnervest Advisory Services LLC | 6 | 1 | 0.00% | 0.19% | 0.71% | Q2 2013 | Q1 2019 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
TRUST CO OF VERMONT | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Cresset Asset Management, LLC | 11 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
Mariner, LLC | 8 | 3 | 0.00% | 0.06% | 0.12% | Q1 2014 | Q3 2023 | 16 |
HARBOUR INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.61% | 1.06% | 3.50% | Q2 2013 | Q1 2017 | 16 |
Valentine Capital Asset Management, Inc. | 11 | 5 | 0.08% | 0.33% | 0.69% | Q4 2011 | Q4 2015 | 16 |
Osborn Williams & Donohoe LLC | 16 | 16 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q1 2017 | 16 |
Vontobel Swiss Wealth Advisors AG | 9 | 3 | 0.04% | 0.26% | 0.48% | Q4 2014 | Q2 2019 | 16 |
Moneda S.A. Administradora General de Fondos | 16 | 16 | 0.36% | 0.85% | 1.62% | Q4 2019 | Q3 2023 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.16% | 0.22% | 0.38% | Q4 2019 | Q3 2023 | 16 |
XPONANCE, INC. | 12 | 1 | 0.95% | 4.33% | 12.59% | Q4 2013 | Q4 2019 | 16 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 16 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Callan Capital, LLC | 14 | 1 | 0.07% | 1.03% | 2.15% | Q2 2013 | Q4 2017 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Fernwood Investment Management, LLC | 15 | 15 | 0.53% | 1.65% | 2.29% | Q4 2013 | Q2 2017 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2016 | 15 |
VAN ECK ASSOCIATES CORP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 15 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.12% | 0.36% | Q1 2015 | Q2 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.57% | 1.37% | Q3 2013 | Q3 2019 | 15 |
RPg Family Wealth Advisory, LLC | 11 | 4 | 0.01% | 0.07% | 0.25% | Q2 2018 | Q1 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.20% | 0.74% | Q1 2020 | Q3 2023 | 15 |
DORCHESTER WEALTH MANAGEMENT Co | 14 | 1 | 0.07% | 0.08% | 0.10% | Q4 2019 | Q3 2023 | 15 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.01% | 0.15% | 0.56% | Q2 2016 | Q3 2023 | 15 |
WELCH & FORBES LLC | 15 | 15 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Cranbrook Wealth Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q4 2019 | 14 |
COWEN INC. | 10 | 3 | 0.02% | 0.13% | 0.44% | Q1 2013 | Q1 2017 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 4 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2020 | 14 |
Titus Wealth Management | 8 | 2 | 0.10% | 0.17% | 0.27% | Q4 2017 | Q2 2022 | 14 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2022 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
Financial Architects, Inc | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 14 |
Risk Paradigm Group, LLC | 12 | 2 | 0.01% | 0.81% | 2.38% | Q2 2015 | Q4 2018 | 14 |
BROWN BROTHERS HARRIMAN & CO | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2022 | 14 |
Virtu KCG Holdings LLC | 8 | 3 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q2 2017 | 14 |
Cedar Wealth Management, LLC | 11 | 3 | 0.03% | 0.30% | 0.37% | Q1 2020 | Q3 2023 | 14 |
DRW Securities, LLC | 6 | 1 | 0.01% | 0.07% | 0.24% | Q4 2018 | Q3 2023 | 14 |
INNEALTA CAPITAL, LLC | 10 | 3 | 0.40% | 1.24% | 2.06% | Q1 2020 | Q2 2023 | 13 |
VPR Management LLC | 13 | 13 | 0.24% | 2.87% | 3.73% | Q3 2020 | Q3 2023 | 13 |
1607 Capital Partners, LLC | 9 | 1 | 0.06% | 0.18% | 0.40% | Q2 2013 | Q4 2022 | 13 |
NOMURA HOLDINGS INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2023 | 13 |
NorthCoast Asset Management LLC | 13 | 13 | 0.07% | 0.70% | 1.33% | Q3 2018 | Q3 2021 | 13 |
55I, LLC | 10 | 3 | 0.02% | 0.10% | 0.28% | Q2 2019 | Q3 2022 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2019 | 13 |
Solstein Capital, LLC | 12 | 1 | 0.14% | 0.52% | 1.38% | Q4 2019 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
Shamrock Asset Management LLC | 8 | 5 | 0.00% | 1.12% | 1.83% | Q3 2013 | Q3 2018 | 13 |
Korea Investment CORP | 7 | 6 | 0.01% | 0.05% | 0.12% | Q1 2016 | Q3 2023 | 13 |
Goldstein Munger & Associates | 13 | 13 | 0.84% | 2.39% | 3.01% | Q1 2011 | Q1 2014 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Sargent Bickham Lagudis LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 13 |
River Wealth Advisors LLC | 10 | 3 | 0.02% | 0.28% | 0.83% | Q1 2015 | Q4 2018 | 13 |
Checchi Capital Advisers, LLC | 4 | 1 | 0.00% | 0.08% | 0.24% | Q1 2016 | Q1 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2019 | 13 |
Allworth Financial LP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 13 |
SIGNATUREFD, LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q2 2022 | 12 |
WEBSTER BANK, N. A. | 7 | 5 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q4 2017 | 12 |
Atria Investments, Inc | 5 | 2 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q3 2019 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.96% | 1.88% | 2.46% | Q2 2013 | Q1 2016 | 12 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 7 | 2 | 0.01% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 12 |
KBC Group NV | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12 | 12 | 0.73% | 1.63% | 2.93% | Q4 2014 | Q3 2017 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 12 |
Faithward Advisors, LLC | 6 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2023 | 12 |
FARMERS & MERCHANTS INVESTMENTS INC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 12 |
Miracle Mile Advisors, LLC | 7 | 1 | 0.02% | 0.42% | 1.16% | Q4 2019 | Q3 2023 | 12 |
SEI INVESTMENTS CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 12 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 12 | 12 | 0.00% | 0.05% | 0.09% | Q1 2017 | Q4 2019 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Quantitative Investment Management, LLC | 3 | 1 | 0.04% | 0.20% | 0.58% | Q4 2017 | Q2 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 12 |
AMUNDI ASSET MANAGEMENT US, INC. | 12 | 12 | 0.02% | 0.04% | 0.04% | Q1 2015 | Q4 2017 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.78% | 0.90% | 0.95% | Q4 2020 | Q3 2023 | 12 |
Spot Trading L.L.C | 4 | 3 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2015 | 12 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12 | 12 | 0.55% | 1.41% | 2.71% | Q4 2014 | Q3 2017 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Orion Portfolio Solutions, LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2022 | 12 |
Dakota Wealth Management | 7 | 2 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q2 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.06% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
COUNTRY TRUST BANK | 12 | 12 | 0.16% | 0.18% | 0.20% | Q2 2014 | Q1 2017 | 12 |
PITTENGER & ANDERSON INC | 12 | 12 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q1 2016 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
FDx Advisors, Inc. | 7 | 1 | 0.01% | 0.06% | 0.19% | Q4 2016 | Q3 2023 | 12 |
Polaris Wealth Advisory Group, LLC | 5 | 3 | 0.00% | 0.45% | 1.35% | Q2 2013 | Q3 2018 | 12 |
Allianz Asset Management GmbH | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2022 | 11 |
JANUS HENDERSON GROUP PLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.11% | 0.63% | Q2 2020 | Q3 2023 | 11 |
Olympiad Research LP | 11 | 11 | 0.21% | 0.93% | 1.47% | Q1 2020 | Q3 2022 | 11 |
Strategic Investment Advisors / MI | 10 | 1 | 0.21% | 0.30% | 0.36% | Q4 2020 | Q3 2023 | 11 |
Compagnie Lombard Odier SCmA | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2018 | 11 |
Crescent Grove Advisors, LLC | 11 | 11 | 0.06% | 0.06% | 0.07% | Q2 2017 | Q4 2019 | 11 |
NAVELLIER & ASSOCIATES INC | 5 | 1 | 0.02% | 0.17% | 0.42% | Q4 2012 | Q2 2022 | 11 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 11 |
Crabel Capital Management, LLC | 4 | 1 | 0.08% | 0.19% | 0.36% | Q4 2017 | Q2 2023 | 11 |
COOPERMAN LEON G | 10 | 1 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q3 2023 | 11 |
Carolina Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
LINCOLN NATIONAL CORP | 11 | 11 | 0.02% | 0.06% | 0.08% | Q4 2017 | Q2 2020 | 11 |
Transamerica Financial Advisors, Inc. | 9 | 1 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q2 2016 | 11 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.34% | 1.94% | 4.56% | Q2 2013 | Q2 2016 | 11 |
Trust Co | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2022 | 11 |
BANK PICTET & CIE (ASIA) LTD | 5 | 3 | 0.12% | 0.55% | 1.66% | Q4 2013 | Q4 2017 | 11 |
Capital Analysts, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2019 | 11 |
People's United Financial, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
BENJAMIN EDWARDS INC | 11 | 11 | 0.00% | 0.03% | 0.30% | Q2 2020 | Q4 2022 | 11 |
Marks Group Wealth Management, Inc | 11 | 11 | 0.06% | 0.53% | 0.83% | Q4 2019 | Q2 2022 | 11 |
Plante Moran Financial Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2019 | 11 |
Proficio Capital Partners LLC | 5 | 2 | 0.02% | 0.47% | 1.54% | Q1 2016 | Q2 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
VICUS CAPITAL | 11 | 11 | 0.08% | 0.61% | 2.31% | Q2 2013 | Q4 2015 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q1 2022 | 11 |
Private Ocean, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Leelyn Smith, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 11 |
CREDIT AGRICOLE S A | 11 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2015 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.08% | 0.11% | 0.19% | Q1 2014 | Q1 2017 | 11 |
Baird Financial Group, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 10 |
Pictet North America Advisors SA | 7 | 3 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
AlphaMark Advisors, LLC | 10 | 10 | 0.01% | 0.11% | 0.15% | Q2 2013 | Q3 2015 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2015 | 10 |
Element Wealth, LLC | 10 | 10 | 0.00% | 0.09% | 0.17% | Q2 2021 | Q3 2023 | 10 |
ING GROEP NV | 3 | 1 | 0.00% | 0.02% | 0.09% | Q1 2013 | Q1 2017 | 10 |
TSFG, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 10 |
BLACKROCK ADVISORS LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 10 |
BOSTON RESEARCH & MANAGEMENT INC | 10 | 10 | 0.16% | 0.93% | 1.42% | Q2 2013 | Q3 2015 | 10 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 8 | 1 | 0.06% | 0.41% | 1.08% | Q2 2013 | Q1 2018 | 10 |
NOTTINGHAM ADVISORS, INC. | 8 | 2 | 0.30% | 1.06% | 2.26% | Q2 2013 | Q3 2023 | 10 |
Keel Point, LLC | 4 | 2 | 0.03% | 0.71% | 2.42% | Q2 2016 | Q2 2021 | 10 |
BOYS ARNOLD & CO INC | 10 | 10 | 0.05% | 0.18% | 0.55% | Q2 2013 | Q3 2015 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Barrett Asset Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.00% | 0.31% | 0.72% | Q2 2013 | Q1 2017 | 10 |
4Thought Financial Group Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
RAYMOND JAMES TRUST N.A. | 7 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 10 |
Integrated Wealth Concepts LLC | 8 | 2 | 0.01% | 0.18% | 0.89% | Q1 2021 | Q3 2023 | 10 |
Csenge Advisory Group | 4 | 1 | 0.00% | 0.06% | 0.08% | Q3 2018 | Q1 2023 | 9 |
OPPENHEIMER & CO INC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q1 2022 | 9 |
Windham Capital Management, LLC | 8 | 1 | 0.35% | 0.41% | 0.68% | Q4 2019 | Q2 2022 | 9 |
Archford Capital Strategies, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 9 |
AMG National Trust Bank | 6 | 1 | 0.03% | 0.24% | 0.55% | Q3 2013 | Q1 2017 | 9 |
Ensemble Capital Management | 9 | 9 | 0.09% | 0.11% | 0.12% | Q2 2013 | Q2 2015 | 9 |
VALLEY NATIONAL ADVISERS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Magnus Financial Group LLC | 9 | 9 | 0.02% | 0.08% | 0.11% | Q2 2020 | Q2 2022 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 9 |
D'Orazio & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
SIMON QUICK ADVISORS, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.03% | 0.15% | Q1 2020 | Q3 2023 | 9 |
CSM Advisors, LLC | 5 | 4 | 0.10% | 1.06% | 2.37% | Q2 2021 | Q3 2023 | 9 |
Rice Partnership, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 9 |
CEDAR CAPITAL, LLC | 4 | 1 | 0.10% | 0.48% | 1.39% | Q2 2016 | Q3 2021 | 9 |
IBM Retirement Fund | 9 | 9 | 0.01% | 0.16% | 1.34% | Q2 2014 | Q2 2016 | 9 |
Chicago Partners Investment Group LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2018 | 9 |
KCS Wealth Advisory | 9 | 9 | 0.34% | 0.38% | 0.44% | Q4 2017 | Q4 2019 | 9 |
Apriem Advisors | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Armbruster Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2015 | 9 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2023 | 9 |
Ironwood Financial, llc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2021 | 9 |
NATIXIS ADVISORS, L.P. | 8 | 1 | 0.01% | 0.07% | 0.10% | Q2 2013 | Q1 2016 | 9 |
Ionic Capital Management LLC | 4 | 1 | 0.01% | 0.47% | 2.84% | Q4 2014 | Q3 2016 | 9 |
1st Global Advisors, Inc. | 9 | 9 | 0.18% | 0.20% | 0.22% | Q2 2013 | Q2 2015 | 9 |
EXENCIAL WEALTH ADVISORS, LLC | 9 | 9 | 0.10% | 0.12% | 0.15% | Q1 2013 | Q1 2015 | 9 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 2 | 0.19% | 0.28% | 0.42% | Q2 2018 | Q3 2022 | 9 |
Parallel Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
TRIANGLE PEAK PARTNERS, LP | 8 | 8 | 3.02% | 3.33% | 3.77% | Q4 2013 | Q3 2015 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
BlackRock Group LTD | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.02% | 0.80% | 1.14% | Q2 2013 | Q1 2015 | 8 |
Bartlett & Co. LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
NATIONAL PLANNING CORP | 7 | 1 | 0.02% | 0.08% | 0.22% | Q2 2013 | Q1 2016 | 8 |
COOKSON PEIRCE & CO INC | 7 | 1 | 0.02% | 0.04% | 0.15% | Q3 2014 | Q4 2022 | 8 |
KCM INVESTMENT ADVISORS LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q2 2015 | 8 |
Garde Capital, Inc. | 7 | 1 | 0.14% | 0.90% | 1.30% | Q2 2014 | Q3 2016 | 8 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.06% | 0.18% | Q3 2019 | Q3 2023 | 8 |
Fieldpoint Private Securities, LLC | 6 | 1 | 0.00% | 0.40% | 0.71% | Q1 2017 | Q2 2021 | 8 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 3 | 0.02% | 0.07% | 0.11% | Q3 2016 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q4 2015 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Aspire Private Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 0.34% | 0.51% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Torch Wealth Management LLC | 8 | 8 | 0.31% | 0.58% | 0.69% | Q4 2013 | Q3 2015 | 8 |
NEW YORK STATE COMMON RETIREMENT FUND | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 8 |
Henrickson Nauta Wealth Advisors, Inc. | 8 | 8 | 0.35% | 0.44% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Natixis Investment Managers International | 8 | 8 | 0.96% | 1.77% | 2.48% | Q2 2013 | Q1 2015 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.14% | 0.19% | 0.30% | Q4 2020 | Q3 2023 | 8 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Haverford Trust Co | 7 | 1 | 0.01% | 0.55% | 0.70% | Q2 2013 | Q2 2015 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
FINANCIAL COUNSELORS INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
BBVA USA Bancshares, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Kore Private Wealth LLC | 6 | 1 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q1 2022 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2014 | Q3 2016 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
NatWest Group plc | 4 | 4 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2016 | 8 |
Freedom Investment Management, Inc. | 7 | 1 | 0.01% | 0.04% | 0.17% | Q1 2017 | Q1 2019 | 8 |
FMA ADVISORY INC | 7 | 1 | 0.03% | 0.56% | 0.69% | Q2 2013 | Q2 2015 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Merriman Wealth Management, LLC | 5 | 1 | 0.04% | 0.12% | 0.35% | Q1 2016 | Q2 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
TOTH FINANCIAL ADVISORY CORP | 6 | 2 | 0.00% | 0.14% | 0.30% | Q1 2014 | Q1 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.06% | 0.17% | Q2 2018 | Q1 2020 | 7 |
Karp Capital Management Corp | 3 | 1 | 0.05% | 0.77% | 1.41% | Q2 2017 | Q3 2022 | 7 |
KEELEY ASSET MANAGEMENT CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Kohmann Bosshard Financial Services, LLC | 3 | 1 | 0.04% | 0.07% | 0.14% | Q1 2017 | Q4 2019 | 7 |
Kingfisher Capital LLC | 7 | 7 | 0.28% | 0.33% | 0.36% | Q2 2013 | Q4 2014 | 7 |
Chevy Chase Trust Holdings, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2019 | 7 |
Salomon & Ludwin, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
INGALLS & SNYDER LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2017 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.01% | 0.12% | 0.22% | Q1 2022 | Q3 2023 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Capital Bank & Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Equitable Holdings, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2016 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
MADISON INVESTMENT HOLDINGS INC | 7 | 7 | 0.01% | 0.06% | 0.10% | Q1 2016 | Q3 2017 | 7 |
LifePlan Financial Group, Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Donald L. Hagan, LLC | 3 | 1 | 0.12% | 0.72% | 1.60% | Q2 2016 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
NewSquare Capital LLC | 7 | 7 | 0.12% | 0.46% | 0.93% | Q1 2022 | Q3 2023 | 7 |
RUSSELL FRANK CO/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Perpetual Ltd | 7 | 7 | 0.02% | 0.42% | 0.68% | Q2 2014 | Q4 2015 | 7 |
Trek Financial, LLC | 5 | 1 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.07% | 0.11% | 0.14% | Q3 2019 | Q1 2021 | 7 |
Clearstead Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Bank Pictet & Cie (Europe) AG | 3 | 1 | 0.06% | 0.13% | 0.24% | Q4 2013 | Q3 2019 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Wharton Business Group, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Sage Advisory Services, Ltd.Co. | 7 | 7 | 1.73% | 2.21% | 3.31% | Q1 2022 | Q3 2023 | 7 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2019 | 7 |
Harvest Fund Management Co., Ltd | 6 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q2 2020 | 7 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
F-Squared Investment Management, LLC | 6 | 6 | 0.04% | 0.26% | 0.47% | Q2 2013 | Q3 2014 | 6 |
City Financial Investment Co Ltd | 4 | 4 | 0.02% | 0.43% | 0.97% | Q4 2017 | Q3 2018 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Deer Park Road Corp | 4 | 2 | 0.68% | 1.38% | 1.98% | Q4 2018 | Q2 2023 | 6 |
CADINHA & CO LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q3 2018 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2018 | 6 |
Windsor Creek Advisors, LLC | 4 | 2 | 0.08% | 0.38% | 0.93% | Q1 2019 | Q3 2020 | 6 |
Ancora Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
Edgestream Partners, L.P. | 3 | 1 | 0.01% | 0.12% | 0.23% | Q1 2018 | Q4 2021 | 6 |
Robinson Value Management, Ltd. | 6 | 6 | 0.26% | 0.31% | 0.33% | Q2 2017 | Q3 2018 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
PFS INVESTMENTS INC. | 6 | 6 | 0.11% | 0.14% | 0.17% | Q1 2022 | Q2 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q1 2019 | 6 |
VSR Financial Services, Inc. | 6 | 6 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2014 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2017 | 6 |
Argentus Capital Management, LLC | 5 | 1 | 0.00% | 0.05% | 0.19% | Q3 2013 | Q3 2016 | 6 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 6 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.06% | 0.19% | Q1 2018 | Q3 2019 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Anson Funds Management LP | 6 | 6 | 1.12% | 1.93% | 3.27% | Q2 2022 | Q3 2023 | 6 |
Vontobel Holding Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
WASHINGTON TRUST BANK | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.00% | 0.05% | 0.27% | Q4 2015 | Q3 2023 | 6 |
EXANE DERIVATIVES | 4 | 2 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2017 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q1 2018 | 6 |
Choate Investment Advisors | 6 | 6 | 0.01% | 0.15% | 0.62% | Q2 2013 | Q3 2014 | 6 |
First Washington CORP | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Baron Financial Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
DUPONT CAPITAL MANAGEMENT CORP | 4 | 2 | 0.11% | 0.30% | 0.56% | Q2 2016 | Q2 2020 | 6 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.06% | 0.11% | Q1 2016 | Q4 2019 | 6 |
SII INVESTMENTS INC/WI | 6 | 6 | 0.03% | 0.11% | 0.20% | Q2 2013 | Q3 2014 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.07% | 0.16% | 0.36% | Q2 2013 | Q3 2014 | 6 |
CIDEL ASSET MANAGEMENT INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 6 |
Gemmer Asset Management LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q1 2016 | 6 |
Private Capital Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 6 |
Highlander Capital Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q3 2014 | 6 |
BOSTON PRIVATE BANK & TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Winch Advisory Services, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2017 | 6 |
BROWN ADVISORY INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 5 |
Center for Financial Planning, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Savior LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 5 |
INTEGRAL DERIVATIVES, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 5 |
Voya Financial Advisors, Inc. | 3 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
VCU Investment Management Co | 5 | 5 | 2.26% | 2.45% | 2.84% | Q4 2016 | Q4 2017 | 5 |
NATIXIS | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.26% | 0.61% | 1.13% | Q1 2015 | Q1 2016 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Financial Management Professionals, Inc. | 4 | 1 | 0.00% | 0.88% | 2.23% | Q4 2014 | Q4 2022 | 5 |
Jacobi Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 5 |
ATWOOD & PALMER INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Waverly Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2017 | 5 |
Ellis Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Balentine LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Sigma Planning Corp | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2018 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
BAHL & GAYNOR INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
Moisand Fitzgerald Tamayo, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 5 |
QUALCOMM INC/DE | 5 | 5 | 4.18% | 5.70% | 7.28% | Q2 2013 | Q2 2014 | 5 |
Kernodle & Katon Asset Management Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q2 2016 | 5 |
Cable Hill Partners, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2019 | 5 |
ARGI Investment Services, LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q2 2014 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2018 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Euclid Advisors LLC | 5 | 5 | 0.21% | 0.23% | 0.25% | Q3 2013 | Q3 2014 | 5 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.06% | 0.32% | 0.64% | Q3 2014 | Q3 2018 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 5 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.02% | 0.06% | 0.13% | Q3 2013 | Q4 2022 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 0.53% | 0.97% | 1.34% | Q3 2022 | Q3 2023 | 5 |
NWAM LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Wolf Group Capital Advisors | 5 | 5 | 0.78% | 1.04% | 1.17% | Q3 2017 | Q3 2018 | 5 |
PEAK FINANCIAL ADVISORS LLC | 5 | 5 | 1.70% | 2.56% | 3.21% | Q1 2021 | Q1 2022 | 5 |
ACIMA PRIVATE WEALTH, LLC | 5 | 5 | 0.08% | 0.14% | 0.32% | Q4 2018 | Q4 2019 | 5 |
B. Riley Wealth Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
Avion Wealth | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
9258 Wealth Management, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2023 | 5 |
Tortoise Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2012 | Q4 2014 | 5 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Optiver Holding B.V. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Beaumont Financial Partners, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q4 2021 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.07% | 0.10% | 0.11% | Q2 2017 | Q1 2018 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q4 2014 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q4 2017 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q1 2017 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Desjardins Global Asset Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
DC Investments Management, LLC | 4 | 4 | 1.45% | 1.48% | 1.51% | Q4 2022 | Q3 2023 | 4 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
Wealthsimple Inc. | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2014 | 4 |
SENTINEL TRUST CO LBA | 4 | 4 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q1 2014 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Hirtle Callaghan & Co LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q3 2013 | Q2 2014 | 4 |
FIRST INTERSTATE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.05% | 0.07% | Q1 2021 | Q4 2021 | 4 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 0.01% | 0.05% | 0.12% | Q4 2013 | Q4 2017 | 4 |
NVWM, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
GUARDIAN CAPITAL ADVISORS LP | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Hefty Wealth Partners | 4 | 4 | 0.00% | 0.39% | 0.58% | Q1 2017 | Q4 2017 | 4 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q1 2019 | Q1 2021 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 4 |
Legacy Bridge, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.07% | 0.24% | Q3 2013 | Q4 2013 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2018 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.10% | 0.28% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Thiel Macro LLC | 3 | 1 | 0.33% | 0.44% | 0.56% | Q4 2014 | Q4 2018 | 4 |
Polianta Ltd | 3 | 1 | 5.46% | 6.58% | 7.88% | Q4 2021 | Q4 2022 | 4 |
Sepio Capital, LP | 4 | 4 | 0.06% | 0.35% | 0.47% | Q1 2022 | Q4 2022 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
WILMINGTON TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 4 |
Foothills Asset Management, Ltd. | 4 | 4 | 1.66% | 1.71% | 1.79% | Q2 2016 | Q1 2017 | 4 |
THOMPSON SIEGEL & WALMSLEY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
AFAM CAPITAL, INC. | 2 | 2 | 0.05% | 0.14% | 0.22% | Q4 2016 | Q3 2018 | 4 |
Privium Fund Management (UK) Ltd | 4 | 4 | 1.40% | 1.83% | 2.92% | Q4 2022 | Q3 2023 | 4 |
NSI Retail Advisors, LLC | 4 | 4 | 4.53% | 5.10% | 5.39% | Q2 2021 | Q1 2022 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
PATTEN & PATTEN INC/TN | 4 | 4 | 0.17% | 0.33% | 0.59% | Q2 2013 | Q1 2014 | 4 |
LINDEN ADVISORS LP | 2 | 2 | 0.13% | 0.51% | 1.09% | Q4 2014 | Q4 2015 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.01% | 0.03% | 0.09% | Q2 2022 | Q1 2023 | 4 |
HYMAN CHARLES D | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2022 | 4 |
Cobble Hill Financial Services, INC | 4 | 4 | 0.18% | 1.26% | 1.74% | Q1 2013 | Q4 2013 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.14% | 0.55% | Q4 2020 | Q3 2023 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Institute for Wealth Management, LLC. | 4 | 4 | 0.06% | 0.10% | 0.18% | Q2 2013 | Q1 2014 | 4 |
Versant Capital Management, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
BW Gestao de Investimentos Ltda. | 4 | 4 | 0.65% | 0.85% | 1.04% | Q4 2013 | Q3 2014 | 4 |
FIELDPOINT PRIVATE ADVISORS, INC | 2 | 2 | 0.52% | 1.25% | 2.28% | Q2 2013 | Q1 2017 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.06% | 0.28% | 0.38% | Q4 2015 | Q3 2016 | 4 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2019 | 4 |
ROCKY MOUNTAIN ADVISERS, LLC | 4 | 4 | 0.42% | 0.45% | 0.51% | Q4 2013 | Q3 2014 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2021 | 4 |
TAP Consulting, LLC | 3 | 3 | 0.38% | 0.41% | 0.43% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 3 |
MACQUARIE GROUP LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Aveo Capital Partners, LLC | 2 | 1 | 0.08% | 0.10% | 0.11% | Q4 2019 | Q4 2021 | 3 |
CAPSTONE ASSET MANAGEMENT CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q1 2017 | 3 |
Evercore Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
AVALON CAPITAL MANAGEMENT | 3 | 3 | 0.52% | 1.12% | 1.47% | Q2 2016 | Q4 2016 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 3 |
Orbitronix, LP | 2 | 2 | 1.81% | 2.66% | 3.16% | Q3 2015 | Q4 2015 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
BRADLEY FOSTER & SARGENT INC/CT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.76% | 0.77% | 0.80% | Q1 2022 | Q3 2022 | 3 |
TFB Advisors LLC | 3 | 3 | 0.17% | 0.23% | 0.26% | Q4 2022 | Q2 2023 | 3 |
Arrow Investment Advisors, LLC | 2 | 1 | 0.89% | 1.51% | 2.12% | Q3 2014 | Q3 2016 | 3 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 3 |
SENTINEL PENSION ADVISORS INC | 3 | 3 | 0.36% | 0.37% | 0.38% | Q1 2023 | Q3 2023 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Susquehanna International Group Ltd. | 2 | 1 | 0.18% | 0.87% | 2.17% | Q3 2021 | Q3 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EverSource Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Destination Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Mercer Investments LLC | 3 | 3 | 14.44% | 28.34% | 45.06% | Q2 2013 | Q4 2013 | 3 |
Rampart Investment Management Company, LLC | 2 | 1 | 0.18% | 0.34% | 0.67% | Q3 2019 | Q3 2020 | 3 |
CreativeOne Wealth, LLC | 2 | 1 | 0.02% | 0.08% | 0.12% | Q3 2021 | Q4 2022 | 3 |
BOSTON FINANCIAL MANGEMENT LLC | 3 | 3 | 0.43% | 0.46% | 0.48% | Q2 2016 | Q4 2016 | 3 |
MOTCO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Alpine Global Management, LLC | 2 | 1 | 0.25% | 0.39% | 0.58% | Q1 2017 | Q4 2017 | 3 |
Y-Intercept (Hong Kong) Ltd | 3 | 3 | 0.04% | 0.07% | 0.12% | Q1 2022 | Q3 2022 | 3 |
Chesley Taft & Associates LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Cedar Mountain Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.03% | 0.17% | 0.27% | Q2 2009 | Q4 2010 | 3 |
MAI Capital Management | 3 | 3 | 0.02% | 0.02% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Sonoma Private Wealth LLC | 3 | 3 | 0.53% | 0.55% | 0.59% | Q1 2023 | Q3 2023 | 3 |
Metis Global Partners, LLC | 2 | 1 | 0.07% | 0.16% | 0.30% | Q2 2022 | Q1 2023 | 3 |
M Holdings Securities, Inc. | 3 | 3 | 0.30% | 0.31% | 0.32% | Q4 2014 | Q2 2015 | 3 |
BEACON TRUST CO | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Smith Affiliated Capital Corp. | 1 | 1 | 0.10% | 0.20% | 0.37% | Q2 2011 | Q2 2014 | 3 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2021 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
GUGGENHEIM CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.10% | 0.25% | Q1 2017 | Q3 2018 | 3 |
COMERICA BANK | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 3 |
DT Investment Partners, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q4 2013 | 3 |
MMA ASSET MANAGEMENT LLC | 3 | 3 | 0.39% | 0.85% | 1.10% | Q1 2022 | Q3 2022 | 3 |
PANAGORA ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Hoxton Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 3 |
Lumature Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Chanos & Co LP | 3 | 3 | 1.08% | 1.18% | 1.33% | Q2 2018 | Q4 2018 | 3 |
Arete Wealth Advisors, LLC | 3 | 3 | 0.19% | 0.34% | 0.63% | Q4 2013 | Q2 2014 | 3 |
Centric Wealth Management | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2019 | Q3 2020 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 3 |
Willow Street Advisors LLC | 3 | 3 | 1.85% | 2.05% | 2.20% | Q2 2013 | Q4 2013 | 3 |
Invictus RG | 2 | 1 | 1.57% | 2.69% | 4.23% | Q1 2020 | Q1 2021 | 3 |
ELEMENT POINTE ADVISORS, LLC | 3 | 3 | 0.11% | 2.57% | 3.84% | Q2 2022 | Q4 2022 | 3 |
Fiduciary Trust Co International of Pennsylvania | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2017 | 3 |
Ruggie Capital Group | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.25% | 0.26% | 0.27% | Q1 2022 | Q3 2022 | 3 |
BerganKDV Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 3 |
BARINGS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2017 | 3 |
Legacy Private Trust Co. | 3 | 3 | 0.08% | 0.27% | 0.60% | Q2 2014 | Q4 2014 | 3 |
GAM Holding AG | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2016 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 3 |
AXS Investments LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q2 2022 | Q4 2022 | 3 |
Riggs Asset Managment Co. Inc. | 2 | 1 | 0.00% | 0.43% | 0.70% | Q3 2016 | Q2 2022 | 3 |
Capital One Investing, Inc. | 3 | 3 | 0.06% | 0.09% | 0.12% | Q1 2019 | Q3 2019 | 3 |
BOKF, NA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q4 2013 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Manifold Partners, LLC | 2 | 1 | 0.96% | 2.85% | 3.93% | Q1 2016 | Q4 2016 | 3 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.11% | 0.29% | Q4 2018 | Q2 2021 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
First Allied Asset Management, Inc. | 3 | 3 | 0.60% | 0.77% | 0.88% | Q2 2013 | Q4 2013 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 1 | 0.11% | 0.16% | 0.24% | Q2 2013 | Q1 2014 | 3 |
Nationwide Fund Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Tevis Investment Management | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Bray Capital Advisors | 3 | 3 | 0.58% | 0.99% | 1.22% | Q4 2014 | Q2 2015 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Columbus Macro, LLC | 2 | 1 | 0.23% | 0.33% | 0.50% | Q1 2018 | Q2 2021 | 3 |
Bangor Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.89% | 2.65% | Q3 2014 | Q3 2015 | 3 |
XL Group Investments Ltd | 3 | 3 | 2.28% | 2.42% | 2.54% | Q4 2016 | Q2 2017 | 3 |
Keebeck Wealth Management, LLC | 3 | 3 | 0.01% | 0.12% | 0.17% | Q4 2019 | Q2 2020 | 3 |
MCF Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2020 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q4 2013 | 3 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
R & A Capital Management, LLC | 2 | 2 | 0.53% | 0.54% | 0.54% | Q2 2013 | Q3 2013 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.24% | 0.44% | Q4 2022 | Q3 2023 | 2 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 2 |
STOCK YARDS BANK & TRUST CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Hexavest Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Shaolin Capital Management LLC | 2 | 2 | 0.05% | 0.09% | 0.13% | Q1 2019 | Q2 2019 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.23% | 0.23% | 0.24% | Q3 2014 | Q4 2014 | 2 |
Y.D. More Investments Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Fulcrum Equity Management | 1 | 1 | 0.08% | 0.11% | 0.13% | Q4 2020 | Q2 2021 | 2 |
TRUST CO OF OKLAHOMA | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q1 2023 | 2 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.23% | 0.35% | 0.47% | Q2 2013 | Q4 2013 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Virtus Investment Advisers, Inc. | 2 | 2 | 0.34% | 0.34% | 0.35% | Q4 2016 | Q1 2017 | 2 |
Deane Retirement Strategies, Inc. | 2 | 2 | 2.06% | 2.18% | 2.30% | Q1 2021 | Q2 2021 | 2 |
Alaska Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.61% | 1.60% | 2.59% | Q4 2016 | Q1 2017 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
COLUMBIA CAPITAL LLC | 2 | 2 | 4.38% | 4.48% | 4.58% | Q2 2013 | Q3 2013 | 2 |
Ayalon Insurance Comp Ltd. | 2 | 2 | 0.73% | 0.78% | 0.84% | Q1 2015 | Q2 2015 | 2 |
O'Dell Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
University of Southern California | 2 | 2 | 2.52% | 2.57% | 2.63% | Q1 2013 | Q2 2013 | 2 |
LILLEY & CO | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2013 | Q3 2013 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2014 | Q1 2015 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.26% | 0.28% | 0.30% | Q4 2017 | Q3 2018 | 2 |
CAPITAL GUARDIAN TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
CCM INVESTMENT ADVISERS LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Richard C. Young & CO., LTD. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Dorsey Wright & Associates | 1 | 1 | 0.12% | 0.88% | 1.64% | Q3 2014 | Q1 2017 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Stadion Money Management, LLC | 1 | 1 | 0.02% | 0.68% | 1.32% | Q1 2016 | Q1 2021 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.13% | 0.66% | 1.18% | Q1 2022 | Q1 2022 | 2 |
First Capital Advisors Group, LLC. | 2 | 2 | 0.65% | 0.71% | 0.76% | Q2 2022 | Q3 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Horizon Investments, LLC | 1 | 1 | 0.00% | 0.11% | 0.22% | Q2 2022 | Q3 2023 | 2 |
Strategic Capital Alternatives LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2017 | Q3 2017 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q2 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 2 |
Investors Research Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 2 |
Sather Financial Group Inc | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q2 2018 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Friedenthal Financial | 1 | 1 | 3.57% | 4.69% | 5.81% | Q3 2014 | Q3 2021 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 2 |
Efficient Market Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Man Group plc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
HighVista Strategies LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q1 2022 | 2 |
Wilmington Trust, National Association | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
SEI TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q1 2018 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2020 | 2 |
Crossmark Global Holdings, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
BAILARD, INC. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2014 | Q3 2014 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
SAX WEALTH ADVISORS, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Hilltop Holdings Inc. | 1 | 1 | 0.06% | 0.65% | 1.24% | Q4 2019 | Q4 2021 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Raab & Moskowitz Asset Management LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
ROOSEVELT INVESTMENT GROUP LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.32% | 0.32% | 0.32% | Q1 2016 | Q2 2016 | 2 |
Beaumont Capital Management, LLC | 2 | 2 | 0.38% | 0.46% | 0.55% | Q3 2021 | Q4 2021 | 2 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 2 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
CONTINENTAL ADVISORS LLC | 2 | 2 | 0.38% | 0.41% | 0.44% | Q1 2016 | Q2 2016 | 2 |
Quantitative Advantage, LLC | 1 | 1 | 4.02% | 4.02% | 4.02% | Q3 2014 | Q3 2014 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2014 | Q4 2014 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lomas Capital Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2015 | Q3 2015 | 1 |
Glassman Wealth Services | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
CHARLES STEWART MOTT FOUNDATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Graves Light Lenhart Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2016 | Q4 2016 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Shay Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2023 | Q1 2023 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2014 | Q3 2014 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sierra Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2016 | Q3 2016 | 1 |
Castellan Group | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2020 | Q4 2020 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Compass Efficient Model Portfolios, LLC | 1 | 1 | 5.96% | 5.96% | 5.96% | Q3 2013 | Q3 2013 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2013 | Q3 2013 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 3.45% | 3.45% | 3.45% | Q2 2018 | Q2 2018 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Soros Fund Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
DIMENSION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
WADE G W & INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2016 | Q3 2016 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
AEGON USA Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2016 | Q3 2016 | 1 |
Financial & Tax Architects, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Essex Savings Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2021 | Q2 2021 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 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 |
QCM Cayman, Ltd. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2020 | Q3 2020 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
TLW Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2022 | Q3 2022 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q4 2016 | Q4 2016 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Ironvine Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2013 | Q3 2013 | 1 |
CPWM, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2016 | Q2 2016 | 1 |
Strategic Value Partners, LLC | 1 | 1 | 10.97% | 10.97% | 10.97% | Q2 2023 | Q2 2023 | 1 |
LionEye Capital Management LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2013 | Q2 2013 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
BPV Resources, LLC | 1 | 1 | 2.58% | 2.58% | 2.58% | Q2 2015 | Q2 2015 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2014 | Q1 2014 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
NTV ASSET MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EdgePoint Investment Group Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q1 2021 | Q1 2021 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Highmount Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
RHUMBLINE ADVISERS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 1 | 1 | 17.52% | 17.52% | 17.52% | Q1 2016 | Q1 2016 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2021 | Q2 2021 | 1 |
IBERIABANK CORP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2012 | Q4 2012 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SMITH CHAS P & ASSOCIATES PA CPAS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
High Falls Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
State of Wyoming | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2023 | Q3 2023 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2013 | Q2 2013 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Foyston, Gordon, & Payne Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avalon Global Asset Management LLC | 1 | 1 | 5.23% | 5.23% | 5.23% | Q2 2017 | Q2 2017 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2014 | Q1 2014 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Serengeti Asset Management LP | 1 | 1 | 1.95% | 1.95% | 1.95% | Q1 2015 | Q1 2015 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLD DOMINION CAPITAL MANAGEMENT INC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2013 | Q2 2013 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2013 | Q3 2013 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 1.90% | 1.90% | 1.90% | Q1 2022 | Q1 2022 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2014 | Q3 2014 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
WealthOne, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Cerity Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2022 | Q2 2022 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Intelligence Driven Advisers, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2019 | Q2 2019 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Andromeda Capital LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2013 | Q2 2013 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2013 | Q2 2013 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Twin Tree Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
QS Investors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 6.84% | 6.84% | 6.84% | Q2 2014 | Q2 2014 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
Peak Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Numeric Investors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2014 | Q3 2014 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q4 2019 | Q4 2019 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2011 | Q1 2011 | 1 |
Jacobus Wealth Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2021 | Q1 2021 | 1 |
Strategic Global Advisors, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2015 | Q2 2015 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2016 | Q4 2016 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.