Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 120 |
BARCLAYS PLC | 40 | 40 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q1 2023 | 106 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 105 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 104 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.05% | 0.70% | Q1 2014 | Q3 2023 | 91 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.00% | 0.05% | Q4 2015 | Q3 2023 | 89 |
Citadel Advisors | 29 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 86 |
Walleye Trading LLC | 17 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 85 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 68 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 55 |
BNP PARIBAS FINANCIAL MARKETS | 24 | 17 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 51 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 50 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 49 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.02% | 0.05% | Q1 2012 | Q3 2023 | 48 |
BANK OF MONTREAL /CAN/ | 39 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 46 |
HAP Trading, LLC | 11 | 1 | 0.00% | 0.06% | 0.69% | Q2 2013 | Q2 2023 | 46 |
Parallax Volatility Advisers, L.P. | 24 | 1 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q1 2023 | 46 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 43 |
ZACKS INVESTMENT MANAGEMENT | 42 | 42 | 0.01% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AlphaMark Advisors, LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.03% | 0.17% | 0.48% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.05% | 0.43% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 42 |
HARBOUR INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.48% | 0.82% | 1.11% | Q2 2013 | Q3 2023 | 42 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q1 2017 | 41 |
Global Endowment Management, LP | 41 | 41 | 0.09% | 0.20% | 0.32% | Q2 2013 | Q2 2023 | 41 |
CREDIT SUISSE AG/ | 18 | 8 | 0.00% | 0.01% | 0.12% | Q1 2013 | Q2 2023 | 40 |
CIBC WORLD MARKET INC. | 24 | 16 | 0.00% | 0.00% | 0.04% | Q3 2013 | Q3 2023 | 40 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 0.26% | 0.51% | 0.91% | Q4 2013 | Q3 2023 | 40 |
SUN LIFE FINANCIAL INC | 31 | 9 | 0.00% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 40 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
SG Americas Securities, LLC | 19 | 6 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 40 |
Pictet North America Advisors SA | 33 | 6 | 0.18% | 0.40% | 0.86% | Q4 2013 | Q3 2023 | 39 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
PRUDENTIAL PLC | 21 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 38 |
BANK OF NOVA SCOTIA | 38 | 38 | 0.00% | 0.48% | 2.84% | Q2 2013 | Q3 2022 | 38 |
BlackRock Inc. | 27 | 4 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 37 |
HOLLENCREST CAPITAL MANAGEMENT | 36 | 36 | 0.09% | 0.70% | 1.02% | Q4 2014 | Q3 2023 | 36 |
TCI Wealth Advisors, Inc. | 31 | 2 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q1 2023 | 35 |
TIEMANN INVESTMENT ADVISORS, LLC | 32 | 3 | 0.13% | 0.27% | 0.39% | Q4 2013 | Q3 2023 | 35 |
Allworth Financial LP | 31 | 3 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 34 |
GLENMEDE TRUST CO NA | 20 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 34 |
Cambridge Investment Research Advisors, Inc. | 16 | 8 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q3 2023 | 34 |
J.P. Morgan Private Wealth Advisors LLC | 18 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2023 | 34 |
SYNOVUS FINANCIAL CORP | 34 | 34 | 0.01% | 0.13% | 0.34% | Q2 2013 | Q3 2021 | 34 |
HighTower Advisors, LLC | 28 | 4 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 34 |
TORONTO DOMINION BANK | 22 | 11 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 33 |
Psagot Value Holdings Ltd. | 33 | 33 | 0.00% | 0.29% | 0.73% | Q2 2013 | Q2 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.02% | 0.03% | 0.07% | Q4 2015 | Q4 2023 | 33 |
BANQUE PICTET & CIE SA | 32 | 1 | 0.01% | 0.05% | 0.11% | Q3 2014 | Q2 2023 | 33 |
SECURIAN ASSET MANAGEMENT, INC | 33 | 33 | 0.03% | 0.32% | 0.50% | Q3 2015 | Q3 2023 | 33 |
Main Management LLC | 19 | 4 | 0.00% | 0.35% | 0.61% | Q2 2013 | Q3 2023 | 33 |
Fisher Asset Management, LLC | 26 | 2 | 0.00% | 0.00% | 0.05% | Q4 2014 | Q3 2023 | 32 |
JAMES INVESTMENT RESEARCH INC | 29 | 3 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q3 2021 | 32 |
PROVIDA PENSION FUND ADMINISTRATOR | 12 | 9 | 0.16% | 2.02% | 7.02% | Q4 2013 | Q4 2022 | 32 |
Raymond James Financial Services Advisors, Inc. | 18 | 1 | 0.00% | 0.07% | 0.53% | Q2 2013 | Q3 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
STIFEL FINANCIAL CORP | 20 | 11 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2022 | 31 |
FMR LLC | 21 | 10 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 31 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 2 | 0.00% | 0.04% | 0.18% | Q2 2014 | Q3 2023 | 31 |
OLD MISSION CAPITAL LLC | 8 | 1 | 0.01% | 0.81% | 6.02% | Q4 2014 | Q3 2023 | 30 |
BLAIR WILLIAM & CO/IL | 15 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
US BANCORP \DE\ | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
TD ASSET MANAGEMENT INC | 29 | 29 | 0.00% | 0.05% | 0.23% | Q3 2016 | Q3 2023 | 29 |
1607 Capital Partners, LLC | 25 | 3 | 0.66% | 2.61% | 4.61% | Q1 2014 | Q3 2023 | 28 |
F&V Capital Management, LLC | 28 | 28 | 0.18% | 0.37% | 0.63% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.04% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Catalyst Capital Advisors LLC | 28 | 28 | 0.18% | 0.32% | 0.39% | Q3 2016 | Q2 2023 | 28 |
BAR HARBOR WEALTH MANAGEMENT | 28 | 28 | 0.04% | 0.25% | 0.36% | Q1 2013 | Q4 2019 | 28 |
CUMBERLAND ADVISORS INC | 17 | 5 | 0.63% | 1.06% | 2.14% | Q2 2013 | Q1 2022 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q1 2020 | 28 |
BigSur Wealth Management LLC | 28 | 28 | 0.50% | 1.59% | 3.26% | Q4 2016 | Q3 2023 | 28 |
CWM, LLC | 19 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Rathbones Group PLC | 27 | 27 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q4 2019 | 27 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q3 2023 | 27 |
SCOTIA CAPITAL INC. | 27 | 27 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 27 |
Sandy Spring Bank | 24 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 27 |
KING LUTHER CAPITAL MANAGEMENT CORP | 20 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2020 | 27 |
Brinker Capital Investments, LLC | 27 | 27 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q4 2019 | 27 |
TWO SIGMA SECURITIES, LLC | 5 | 2 | 0.00% | 0.10% | 0.98% | Q4 2014 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.08% | 0.40% | Q4 2016 | Q3 2023 | 27 |
Tradewinds Capital Management, LLC | 25 | 2 | 0.00% | 1.10% | 9.35% | Q3 2015 | Q3 2023 | 27 |
Millburn Ridgefield Corp | 27 | 27 | 0.42% | 0.44% | 0.47% | Q4 2016 | Q2 2023 | 27 |
First Allied Advisory Services, Inc. | 21 | 1 | 0.01% | 0.04% | 0.12% | Q3 2013 | Q3 2020 | 27 |
AXA S.A. | 26 | 26 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2019 | 26 |
EVERGREEN CAPITAL MANAGEMENT LLC | 26 | 26 | 0.04% | 0.07% | 0.14% | Q2 2017 | Q3 2023 | 26 |
Janney Montgomery Scott LLC | 24 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2021 | 26 |
Kalos Management, Inc. | 17 | 1 | 0.00% | 0.20% | 0.39% | Q4 2015 | Q1 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
BESSEMER GROUP INC | 22 | 1 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q3 2022 | 25 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q3 2023 | 25 |
Accuvest Global Advisors | 10 | 1 | 0.05% | 2.50% | 6.57% | Q2 2013 | Q2 2023 | 25 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.01% | 0.09% | Q3 2014 | Q4 2021 | 25 |
NOMURA HOLDINGS INC | 15 | 1 | 0.00% | 0.02% | 0.11% | Q4 2012 | Q2 2019 | 24 |
RPG Investment Advisory, LLC | 24 | 24 | 1.00% | 1.27% | 1.58% | Q4 2015 | Q3 2021 | 24 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.03% | 0.63% | 2.18% | Q3 2013 | Q3 2023 | 23 |
OPTIMUM INVESTMENT ADVISORS | 15 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2022 | 23 |
M&R CAPITAL MANAGEMENT INC | 19 | 4 | 0.08% | 0.95% | 2.21% | Q4 2013 | Q4 2021 | 23 |
FRANKLIN RESOURCES INC | 17 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 23 |
Hartford Financial Management Inc. | 22 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 23 |
Mirae Asset Global Investments Co., Ltd. | 7 | 1 | 0.00% | 0.08% | 0.44% | Q3 2013 | Q4 2021 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
M&T BANK CORP | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2020 | 22 |
Water Oak Advisors LLC | 17 | 1 | 1.98% | 4.86% | 10.14% | Q2 2014 | Q3 2020 | 22 |
Pathway Financial Advisors LLC | 14 | 8 | 0.12% | 0.22% | 0.63% | Q4 2017 | Q3 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 14 | 1 | 0.00% | 0.05% | 0.07% | Q4 2016 | Q1 2023 | 22 |
Zurich Insurance Group Ltd/FI | 14 | 1 | 0.01% | 0.02% | 0.16% | Q3 2015 | Q3 2023 | 22 |
ACG Wealth | 21 | 1 | 0.00% | 0.65% | 2.16% | Q3 2013 | Q2 2022 | 22 |
Itau Unibanco Holding S.A. | 16 | 1 | 0.00% | 0.07% | 0.31% | Q3 2016 | Q2 2023 | 22 |
Creative Planning | 16 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2021 | 22 |
FIRST MANHATTAN CO. LLC. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
PRUDENTIAL FINANCIAL INC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2020 | 21 |
Raab & Moskowitz Asset Management LLC | 21 | 21 | 0.00% | 1.04% | 2.10% | Q4 2014 | Q4 2019 | 21 |
AGF INVESTMENTS INC. | 10 | 3 | 0.00% | 0.28% | 0.63% | Q3 2013 | Q4 2021 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 21 |
Fernwood Investment Management, LLC | 21 | 21 | 0.14% | 0.50% | 0.90% | Q4 2013 | Q4 2018 | 21 |
Mount Lucas Management LP | 7 | 1 | 0.03% | 0.46% | 0.84% | Q2 2014 | Q3 2023 | 21 |
BRINKER CAPITAL INC | 12 | 8 | 0.01% | 0.35% | 2.58% | Q2 2013 | Q2 2018 | 20 |
Compagnie Lombard Odier SCmA | 19 | 1 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 20 |
Renaissance Investment Group LLC | 20 | 20 | 0.39% | 1.07% | 2.09% | Q3 2013 | Q2 2018 | 20 |
PICTET BANK & TRUST Ltd | 20 | 20 | 0.20% | 0.34% | 0.44% | Q4 2013 | Q3 2018 | 20 |
FIFTH THIRD BANCORP | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
Advisory Services Network, LLC | 12 | 1 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q1 2023 | 19 |
BARINGS LLC | 17 | 2 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2020 | 19 |
EFG Asset Management (Americas) Corp. | 14 | 5 | 0.06% | 3.23% | 13.69% | Q4 2013 | Q2 2022 | 19 |
Daiwa Securities Group Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Financial Gravity Asset Management, Inc. | 8 | 3 | 0.00% | 0.01% | 0.10% | Q1 2018 | Q3 2023 | 19 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 15 | 15 | 0.02% | 0.22% | 0.77% | Q2 2013 | Q4 2016 | 19 |
XPONANCE, INC. | 6 | 4 | 0.32% | 4.84% | 18.33% | Q4 2013 | Q4 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 19 |
D.A. DAVIDSON & CO. | 17 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2022 | 19 |
Ledyard National Bank | 9 | 3 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q1 2019 | 19 |
Alexandria Capital, LLC | 19 | 19 | 0.08% | 0.76% | 1.50% | Q2 2015 | Q4 2019 | 19 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 19 |
Winslow, Evans & Crocker, Inc. | 19 | 19 | 0.00% | 0.06% | 0.14% | Q4 2013 | Q2 2018 | 19 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 18 |
CIBC Private Wealth Group, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 18 |
Merriman Wealth Management, LLC | 7 | 3 | 0.05% | 0.24% | 0.68% | Q2 2013 | Q2 2023 | 18 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.04% | Q3 2013 | Q2 2023 | 18 |
Geneos Wealth Management Inc. | 11 | 2 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2022 | 18 |
TRUST CO OF VERMONT | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 18 |
LFA - Lugano Financial Advisors SA | 16 | 2 | 0.05% | 0.22% | 0.93% | Q1 2019 | Q3 2023 | 18 |
First Horizon Advisors, Inc. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2021 | 18 |
HUNTINGTON NATIONAL BANK | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 18 |
NISA INVESTMENT ADVISORS, LLC | 12 | 2 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 18 |
EXANE DERIVATIVES | 16 | 2 | 0.00% | 0.08% | 0.35% | Q4 2014 | Q2 2021 | 18 |
RiverFront Investment Group, LLC | 8 | 1 | 0.04% | 0.62% | 2.72% | Q2 2011 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 18 |
BANK HAPOALIM BM | 18 | 18 | 2.19% | 3.24% | 5.62% | Q4 2013 | Q1 2018 | 18 |
1832 Asset Management L.P. | 13 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q1 2023 | 18 |
New Vernon Capital Holdings II LLC | 13 | 5 | 0.92% | 5.08% | 11.21% | Q4 2018 | Q3 2023 | 18 |
CAMBRIDGE TRUST CO | 15 | 2 | 0.00% | 0.46% | 1.36% | Q2 2013 | Q1 2022 | 17 |
Apriem Advisors | 16 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
MML INVESTORS SERVICES, LLC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 17 |
Hexavest Inc. | 17 | 17 | 0.00% | 0.08% | 0.22% | Q2 2013 | Q2 2017 | 17 |
6 Meridian | 17 | 17 | 0.29% | 0.39% | 0.48% | Q4 2017 | Q4 2021 | 17 |
Patten Group, Inc. | 17 | 17 | 0.02% | 0.07% | 0.21% | Q4 2014 | Q4 2018 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 2 | 0.00% | 0.02% | 0.14% | Q2 2016 | Q3 2023 | 17 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.14% | Q4 2014 | Q2 2023 | 17 |
Harel Insurance Investments & Financial Services Ltd. | 16 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2020 | 17 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 17 |
Boothe Investment Group, Inc. | 14 | 3 | 0.64% | 0.82% | 1.43% | Q2 2019 | Q3 2023 | 17 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
NatWest Group plc | 8 | 4 | 0.01% | 0.05% | 0.20% | Q2 2013 | Q4 2019 | 16 |
SIGNATUREFD, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.10% | 0.17% | 0.28% | Q4 2019 | Q3 2023 | 16 |
MCF Advisors LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 16 |
Morningstar Investment Services LLC | 16 | 16 | 0.12% | 0.52% | 0.65% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 16 |
FACTORY MUTUAL INSURANCE CO | 12 | 3 | 0.27% | 0.90% | 1.19% | Q2 2013 | Q1 2017 | 15 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q1 2021 | 15 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.05% | 0.17% | Q1 2017 | Q3 2023 | 15 |
Financial Architects, Inc | 5 | 2 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q3 2021 | 15 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 15 |
Destination Wealth Management | 12 | 1 | 0.00% | 0.92% | 2.05% | Q2 2013 | Q1 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q4 2016 | 15 |
Solstein Capital, LLC | 11 | 4 | 0.00% | 0.38% | 1.39% | Q4 2019 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Dana Investment Advisors, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Gemmer Asset Management LLC | 14 | 1 | 0.02% | 0.15% | 0.48% | Q1 2014 | Q2 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Gilbert & Cook, Inc. | 15 | 15 | 0.06% | 0.19% | 0.36% | Q4 2019 | Q2 2023 | 15 |
ING GROEP NV | 12 | 1 | 0.00% | 0.02% | 0.05% | Q1 2013 | Q3 2017 | 15 |
Ifrah Financial Services, Inc. | 13 | 2 | 0.16% | 0.23% | 0.38% | Q4 2013 | Q1 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Ancora Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Jefferies Group LLC | 9 | 2 | 0.00% | 0.08% | 0.44% | Q3 2013 | Q3 2016 | 15 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 15 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.03% | Q2 2014 | Q2 2022 | 15 |
Kovitz Investment Group Partners, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.22% | 1.39% | Q4 2015 | Q2 2023 | 14 |
Freedom Investment Management, Inc. | 3 | 1 | 0.02% | 0.11% | 0.34% | Q1 2013 | Q1 2023 | 14 |
AGF Investments America Inc. | 8 | 6 | 0.27% | 0.53% | 0.86% | Q2 2016 | Q2 2021 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.08% | 0.14% | Q2 2013 | Q3 2022 | 14 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Mariner, LLC | 14 | 14 | 0.00% | 0.12% | 0.25% | Q1 2016 | Q2 2019 | 14 |
SUNTRUST BANKS INC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2018 | 14 |
Virtu KCG Holdings LLC | 11 | 1 | 0.00% | 0.04% | 0.10% | Q3 2013 | Q2 2017 | 14 |
Ayalon Insurance Comp Ltd. | 8 | 6 | 0.01% | 0.40% | 1.02% | Q1 2015 | Q1 2019 | 14 |
GFS Advisors, LLC | 12 | 1 | 0.02% | 0.63% | 2.26% | Q1 2014 | Q2 2017 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q2 2019 | 13 |
IPG Investment Advisors LLC | 5 | 1 | 0.05% | 0.31% | 0.92% | Q4 2014 | Q4 2021 | 13 |
PICTON MAHONEY ASSET MANAGEMENT | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2021 | 13 |
AdvisorNet Financial, Inc | 13 | 13 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q4 2020 | 13 |
NVWM, LLC | 8 | 5 | 0.00% | 0.40% | 0.74% | Q4 2017 | Q4 2021 | 13 |
Hilltop Holdings Inc. | 10 | 1 | 0.38% | 0.47% | 0.76% | Q1 2015 | Q3 2021 | 13 |
Focused Wealth Management, Inc | 11 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2021 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
MIDDLETON & CO INC/MA | 11 | 2 | 0.28% | 0.66% | 1.19% | Q2 2013 | Q3 2016 | 13 |
Bank of New York Mellon Corp | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 13 |
INNEALTA CAPITAL, LLC | 8 | 1 | 0.28% | 2.49% | 4.48% | Q1 2020 | Q3 2023 | 13 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q4 2021 | 12 |
Veritable, L.P. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q3 2015 | 12 |
Capital Advisors, Ltd. LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q3 2016 | 12 |
WealthTrust Fairport, LLC | 7 | 5 | 0.00% | 0.64% | 1.71% | Q2 2013 | Q1 2019 | 12 |
Prospera Financial Services Inc | 6 | 2 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 12 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q4 2021 | 12 |
BlackRock Fund Advisors | 12 | 12 | 0.00% | 0.17% | 0.47% | Q1 2014 | Q4 2016 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.13% | Q4 2018 | Q3 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
MUFG Americas Holdings Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q1 2022 | 12 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 12 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q3 2019 | 12 |
Windsor Creek Advisors, LLC | 5 | 2 | 0.00% | 0.27% | 0.47% | Q3 2019 | Q4 2021 | 12 |
Vontobel Swiss Wealth Advisors AG | 12 | 12 | 1.57% | 4.52% | 7.61% | Q1 2016 | Q4 2018 | 12 |
Banque Cantonale Vaudoise | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 11 | 1 | 0.00% | 0.03% | 0.18% | Q4 2019 | Q3 2023 | 12 |
Lindbrook Capital, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2022 | 12 |
ARGI Investment Services, LLC | 12 | 12 | 0.02% | 1.41% | 2.68% | Q2 2013 | Q1 2016 | 12 |
SEI INVESTMENTS CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 12 |
CEDAR CAPITAL, LLC | 3 | 1 | 0.08% | 0.37% | 1.48% | Q1 2016 | Q3 2021 | 11 |
QUATTRO FINANCIAL ADVISORS LLC | 7 | 4 | 0.03% | 0.76% | 1.48% | Q1 2017 | Q4 2020 | 11 |
Quantitative Investment Management, LLC | 4 | 1 | 0.03% | 0.20% | 0.46% | Q1 2018 | Q1 2023 | 11 |
Efficient Market Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Valeo Financial Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q1 2021 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.02% | 0.72% | 1.40% | Q1 2021 | Q3 2023 | 11 |
Argentus Capital Management, LLC | 7 | 1 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2017 | 11 |
WealthTrust-Arizona, LLC | 11 | 11 | 0.21% | 1.81% | 3.62% | Q2 2013 | Q4 2015 | 11 |
Windhaven Investment Management, Inc. | 11 | 11 | 1.21% | 4.50% | 7.96% | Q2 2013 | Q4 2015 | 11 |
Choate Investment Advisors | 11 | 11 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2015 | 11 |
Money Design Co.,Ltd. | 7 | 1 | 0.01% | 0.51% | 3.20% | Q3 2017 | Q2 2021 | 11 |
BENJAMIN EDWARDS INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Goelzer Investment Management, Inc. | 11 | 11 | 0.05% | 0.07% | 0.08% | Q1 2013 | Q3 2015 | 11 |
Laffer Tengler Investments, Inc. | 9 | 2 | 0.01% | 0.06% | 0.14% | Q2 2016 | Q2 2022 | 11 |
Lehman Financial Resources, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2015 | 11 |
StrategIQ Financial Group, LLC | 8 | 3 | 0.04% | 0.15% | 0.35% | Q3 2018 | Q3 2021 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.05% | 0.11% | 0.13% | Q2 2013 | Q4 2015 | 11 |
Highstreet Asset Management Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 11 |
JS Capital Management LLC | 8 | 8 | 0.33% | 1.41% | 10.11% | Q1 2015 | Q4 2016 | 11 |
McIlrath & Eck, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 11 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 2 | 0.00% | 0.23% | 0.38% | Q1 2014 | Q3 2018 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 5 | 2 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2016 | 11 |
Bellecapital International Ltd. | 11 | 11 | 0.29% | 0.73% | 1.40% | Q3 2017 | Q1 2020 | 11 |
Marks Group Wealth Management, Inc | 11 | 11 | 0.04% | 0.48% | 0.76% | Q4 2019 | Q2 2022 | 11 |
MARINER INVESTMENT GROUP LLC | 8 | 8 | 0.00% | 0.04% | 0.12% | Q1 2015 | Q4 2016 | 10 |
OPPENHEIMER & CO INC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2015 | 10 |
Brandywine Global Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
BB&T SECURITIES, LLC | 6 | 4 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2015 | 10 |
Tamar Securities, LLC | 10 | 10 | 0.75% | 1.03% | 1.24% | Q2 2020 | Q3 2022 | 10 |
Kazazian Asset Management, LLC | 10 | 10 | 0.47% | 1.50% | 2.52% | Q2 2017 | Q3 2019 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.02% | 0.12% | Q1 2015 | Q4 2022 | 10 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 10 | 10 | 0.00% | 0.04% | 0.16% | Q3 2020 | Q4 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.05% | 0.35% | Q2 2018 | Q3 2020 | 10 |
CULLEN/FROST BANKERS, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
INTEGRAL DERIVATIVES, LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q3 2017 | 10 |
CX Institutional | 8 | 2 | 0.23% | 0.42% | 0.78% | Q4 2020 | Q3 2023 | 10 |
Carmichael Hill & Associates, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
AFAM CAPITAL, INC. | 10 | 10 | 0.06% | 0.59% | 0.77% | Q1 2016 | Q2 2018 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
3EDGE Asset Management, LP | 7 | 1 | 0.00% | 1.02% | 6.24% | Q2 2020 | Q3 2023 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
GAM Holding AG | 10 | 10 | 0.11% | 0.19% | 0.24% | Q1 2015 | Q2 2017 | 10 |
Nuveen Asset Management, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 10 |
WESPAC Advisors, LLC | 7 | 1 | 0.15% | 0.49% | 0.94% | Q3 2013 | Q3 2021 | 10 |
Moneda S.A. Administradora General de Fondos | 10 | 10 | 0.37% | 0.60% | 0.76% | Q4 2019 | Q1 2022 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
HOWE & RUSLING INC | 10 | 10 | 0.00% | 0.50% | 1.33% | Q2 2013 | Q3 2015 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 5 | 5 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2016 | 10 |
Bell Rock Capital LLC | 8 | 1 | 0.00% | 0.12% | 0.47% | Q2 2017 | Q4 2021 | 10 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 10 |
SWMG, LLC | 6 | 4 | 0.14% | 0.40% | 0.67% | Q4 2020 | Q2 2023 | 10 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.04% | 0.37% | Q2 2015 | Q3 2022 | 10 |
Bray Capital Advisors | 9 | 9 | 0.18% | 0.40% | 0.80% | Q4 2014 | Q4 2016 | 9 |
Clearstead Advisors, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 9 |
AMG National Trust Bank | 7 | 2 | 0.09% | 0.17% | 0.27% | Q3 2014 | Q4 2020 | 9 |
Pacifica Partners Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
JNBA Financial Advisors | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2016 | 9 |
Rehmann Capital Advisory Group | 6 | 1 | 0.00% | 0.04% | 0.14% | Q2 2011 | Q2 2019 | 9 |
Orion Portfolio Solutions, LLC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 9 |
Edgestream Partners, L.P. | 5 | 2 | 0.01% | 0.24% | 0.63% | Q1 2018 | Q1 2022 | 9 |
Shamrock Asset Management LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2018 | 9 |
DRW Securities, LLC | 4 | 1 | 0.02% | 0.11% | 0.21% | Q1 2018 | Q3 2023 | 9 |
White Lighthouse Investment Management Inc. | 9 | 9 | 0.10% | 0.17% | 0.27% | Q4 2017 | Q4 2019 | 9 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.01% | 0.13% | 0.37% | Q1 2014 | Q3 2020 | 9 |
Orbitronix, LP | 4 | 4 | 0.20% | 1.95% | 4.25% | Q2 2014 | Q1 2015 | 9 |
BOSTON FAMILY OFFICE LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
BLACKROCK ADVISORS LLC | 5 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 9 |
QVR LLC | 3 | 1 | 0.03% | 0.10% | 0.31% | Q4 2017 | Q2 2019 | 9 |
Front Row Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Karp Capital Management Corp | 4 | 4 | 0.04% | 0.18% | 0.28% | Q4 2014 | Q3 2021 | 8 |
Atria Investments, Inc | 7 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q4 2021 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q1 2019 | 8 |
Voya Financial Advisors, Inc. | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2021 | 8 |
MEITAV INVESTMENT HOUSE LTD | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2021 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Exchange Capital Management, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Smith & Howard Wealth Management, LLC | 8 | 8 | 0.12% | 0.15% | 0.18% | Q2 2013 | Q1 2015 | 8 |
First City Capital Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 8 |
COLONY GROUP LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2015 | 8 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 8 | 8 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
PITTENGER & ANDERSON INC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q1 2016 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.06% | 0.06% | 0.07% | Q4 2014 | Q3 2016 | 8 |
Columbus Macro, LLC | 5 | 1 | 0.09% | 0.35% | 0.98% | Q2 2018 | Q3 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Wealth Advisory Solutions, LLC | 8 | 8 | 0.00% | 0.29% | 0.43% | Q4 2019 | Q3 2021 | 8 |
First PREMIER Bank | 8 | 8 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q4 2018 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Trexquant Investment LP | 7 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 8 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2022 | 8 |
Truepoint, Inc. | 6 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.78% | 0.92% | 1.04% | Q4 2021 | Q3 2023 | 8 |
MBB PUBLIC MARKETS I LLC | 6 | 6 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q1 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
OneDigital Investment Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 8 |
Allie Family Office LLC | 8 | 8 | 0.31% | 0.38% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Deer Park Road Corp | 4 | 1 | 0.11% | 1.28% | 2.74% | Q3 2019 | Q3 2023 | 8 |
DIMENSION CAPITAL MANAGEMENT LLC | 8 | 8 | 0.10% | 0.11% | 0.14% | Q4 2016 | Q3 2018 | 8 |
CAXTON ASSOCIATES LP | 4 | 2 | 0.01% | 0.04% | 0.14% | Q3 2013 | Q4 2021 | 8 |
Cambridge Advisors Inc. | 5 | 3 | 0.05% | 0.06% | 0.08% | Q3 2017 | Q4 2021 | 8 |
FAS Wealth Partners, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
MONTAG A & ASSOCIATES INC | 5 | 2 | 0.00% | 0.18% | 0.68% | Q1 2015 | Q3 2023 | 7 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.06% | 0.74% | 1.56% | Q2 2013 | Q4 2017 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Trek Financial, LLC | 4 | 3 | 0.02% | 0.09% | 0.23% | Q1 2021 | Q3 2023 | 7 |
ROTHSCHILD INVESTMENT LLC /IL | 7 | 7 | 0.08% | 0.18% | 0.36% | Q2 2013 | Q4 2014 | 7 |
Hudson Bay Capital Management LP | 3 | 1 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q1 2021 | 7 |
Janney Capital Management LLC | 7 | 7 | 0.10% | 0.41% | 0.54% | Q2 2013 | Q4 2014 | 7 |
Koshinski Asset Management, Inc. | 5 | 1 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q1 2023 | 7 |
Vantage Investment Partners, LLC | 7 | 7 | 0.03% | 5.35% | 11.12% | Q2 2015 | Q4 2016 | 7 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
STUYVESANT CAPITAL MANAGEMENT | 7 | 7 | 0.51% | 1.74% | 2.18% | Q2 2017 | Q4 2018 | 7 |
BARING ASSET MANAGEMENT Ltd | 4 | 3 | 0.04% | 0.06% | 0.10% | Q4 2014 | Q3 2017 | 7 |
ETFIDEA, LLC | 4 | 3 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 7 |
Glassman Wealth Services | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2018 | 7 |
Dorsey Wright & Associates | 7 | 7 | 0.05% | 1.16% | 1.67% | Q2 2013 | Q4 2014 | 7 |
NORTHERN TRUST CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2020 | 7 |
Cobble Hill Financial Services, INC | 7 | 7 | 0.54% | 1.16% | 1.53% | Q1 2013 | Q3 2014 | 7 |
REGIONS FINANCIAL CORP | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 7 |
Virtu Financial LLC | 5 | 1 | 0.02% | 0.09% | 0.22% | Q1 2017 | Q4 2019 | 7 |
Private Wealth Advisors, Inc. | 7 | 7 | 0.11% | 0.17% | 0.21% | Q2 2013 | Q4 2014 | 7 |
PARK AVENUE SECURITIES LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
United Asset Strategies, Inc. | 7 | 7 | 0.19% | 0.31% | 0.48% | Q3 2017 | Q1 2019 | 7 |
NATIXIS ADVISORS, L.P. | 4 | 3 | 0.01% | 0.08% | 0.13% | Q2 2013 | Q3 2017 | 7 |
Horizon Investments, LLC | 3 | 2 | 0.00% | 0.09% | 0.46% | Q3 2013 | Q2 2023 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 7 |
Virtus Investment Advisers, Inc. | 5 | 2 | 0.05% | 0.08% | 0.16% | Q2 2013 | Q2 2015 | 7 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
LAZARD ASSET MANAGEMENT LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 7 |
EMERSON INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.06% | 1.87% | 2.92% | Q2 2013 | Q4 2014 | 7 |
Covestor Ltd | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Baker Ellis Asset Management LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2014 | 7 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q1 2021 | 7 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 7 |
AMP Capital Investors Ltd | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 7 |
Independent Portfolio Consultants, Inc. | 5 | 2 | 0.03% | 0.06% | 0.14% | Q1 2014 | Q2 2017 | 7 |
Concord Wealth Partners | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q4 2013 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 7 |
BHF Kleinwort Benson Group S.A. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
DEARBORN PARTNERS LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
BLB&B Advisors, LLC | 4 | 2 | 0.10% | 0.10% | 0.11% | Q2 2013 | Q2 2015 | 6 |
InterOcean Capital, LLC | 6 | 6 | 0.11% | 0.25% | 0.47% | Q2 2013 | Q3 2014 | 6 |
ASPIRIANT HOLDINGS S3, LLC | 6 | 6 | 1.26% | 1.78% | 2.11% | Q2 2013 | Q3 2014 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Baystate Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Perigon Wealth Management, LLC | 5 | 1 | 0.01% | 0.05% | 0.06% | Q4 2018 | Q4 2020 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.03% | 0.10% | Q2 2018 | Q1 2022 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Glovista Investments LLC | 5 | 1 | 0.14% | 0.91% | 3.95% | Q2 2015 | Q3 2017 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
NATIONAL PLANNING CORP | 6 | 6 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q4 2014 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2016 | 6 |
Weatherstone Capital Management | 5 | 1 | 0.16% | 0.28% | 0.38% | Q4 2013 | Q1 2017 | 6 |
Country Club Trust Company, n.a. | 5 | 1 | 0.02% | 0.23% | 0.36% | Q2 2013 | Q3 2018 | 6 |
BBVA USA Bancshares, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Continuum Advisory, LLC | 5 | 1 | 0.04% | 0.07% | 0.14% | Q2 2020 | Q2 2023 | 6 |
Hanson & Doremus Investment Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Barry Investment Advisors, LLC | 5 | 1 | 0.06% | 0.19% | 0.25% | Q4 2021 | Q3 2023 | 6 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 6 | 6 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q3 2014 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
ALPS ADVISORS INC | 6 | 6 | 0.09% | 0.12% | 0.18% | Q3 2020 | Q4 2021 | 6 |
PATTEN & PATTEN INC/TN | 6 | 6 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Taikang Asset Management (Hong Kong) Co Ltd | 6 | 6 | 0.27% | 0.30% | 0.35% | Q4 2017 | Q1 2019 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
TRUIST FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 6 |
Cornerstone Wealth Management, LLC | 4 | 2 | 0.01% | 0.07% | 0.15% | Q1 2017 | Q3 2018 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Twin Tree Management, LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q1 2022 | 6 |
FineMark National Bank & Trust | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 6 |
Vontobel Holding Ltd. | 5 | 1 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 6 |
Kistler-Tiffany Companies, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 6 |
Black Maple Capital Management LP | 3 | 2 | 0.51% | 0.83% | 1.22% | Q2 2021 | Q3 2023 | 5 |
Keel Point, LLC | 3 | 2 | 0.23% | 1.01% | 1.65% | Q2 2017 | Q3 2020 | 5 |
SPC Financial, Inc. | 5 | 5 | 2.01% | 2.27% | 2.41% | Q3 2013 | Q3 2014 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 5 |
NorthCoast Asset Management LLC | 5 | 5 | 0.03% | 0.07% | 0.12% | Q3 2020 | Q3 2021 | 5 |
BOSTON ADVISORS LLC | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2013 | Q3 2014 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q3 2013 | Q3 2014 | 5 |
Biondo Investment Advisors, LLC | 5 | 5 | 0.39% | 0.47% | 0.52% | Q3 2013 | Q3 2014 | 5 |
Financial Management Professionals, Inc. | 3 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 5 |
NewEdge Advisors, LLC | 3 | 2 | 0.00% | 0.07% | 0.16% | Q1 2021 | Q1 2023 | 5 |
WestEnd Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2016 | 5 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q4 2017 | 5 |
Henrickson Nauta Wealth Advisors, Inc. | 4 | 1 | 0.16% | 0.19% | 0.20% | Q4 2021 | Q3 2023 | 5 |
PEAK6 Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2015 | 5 |
Stelac Advisory Services LLC | 2 | 1 | 0.04% | 0.10% | 0.17% | Q2 2016 | Q1 2019 | 5 |
Madden Advisory Services, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
HUSSMAN STRATEGIC ADVISORS, INC. | 5 | 5 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q2 2014 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Integrated Wealth Concepts LLC | 4 | 1 | 0.02% | 0.49% | 0.83% | Q3 2018 | Q3 2023 | 5 |
Sigma Planning Corp | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q4 2015 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 5 | 5 | 0.17% | 0.19% | 0.21% | Q1 2013 | Q1 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
MOODY LYNN & LIEBERSON, LLC | 4 | 1 | 1.06% | 1.68% | 3.25% | Q3 2013 | Q1 2015 | 5 |
Regal Investment Advisors LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q1 2015 | 5 |
Concert Wealth Management Inc. | 4 | 1 | 0.02% | 0.08% | 0.15% | Q4 2014 | Q3 2016 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
STERNE AGEE GROUP, INC. | 5 | 5 | 0.16% | 0.27% | 0.46% | Q3 2013 | Q3 2014 | 5 |
Valentine Capital Asset Management, Inc. | 5 | 5 | 0.54% | 0.64% | 0.72% | Q4 2014 | Q4 2015 | 5 |
Lido Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q3 2023 | 5 |
VSR Financial Services, Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2016 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.00% | 0.18% | 0.39% | Q2 2019 | Q2 2020 | 5 |
Arrow Investment Advisors, LLC | 5 | 5 | 1.98% | 2.23% | 2.49% | Q2 2013 | Q2 2014 | 5 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 5 |
Wolf Group Capital Advisors | 5 | 5 | 1.28% | 1.84% | 2.11% | Q3 2017 | Q3 2018 | 5 |
Sowell Financial Services LLC | 3 | 2 | 0.00% | 0.11% | 0.22% | Q3 2019 | Q3 2021 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
HHG & Company, LLC | 5 | 5 | 1.42% | 1.61% | 1.81% | Q2 2013 | Q2 2014 | 5 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2019 | 5 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 5 |
Pinnacle Advisory Group, Inc. | 4 | 1 | 1.80% | 1.86% | 1.98% | Q4 2019 | Q1 2021 | 5 |
Knott David M Jr | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Olympiad Research LP | 5 | 5 | 0.07% | 0.15% | 0.21% | Q1 2021 | Q1 2022 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q1 2015 | Q1 2016 | 5 |
New Century Advisors, LLC | 5 | 5 | 2.06% | 5.31% | 7.20% | Q1 2015 | Q1 2016 | 5 |
Baltimore-Washington Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q4 2014 | 5 |
H&H Retirement Design & Management INC | 5 | 5 | 0.82% | 0.96% | 1.10% | Q4 2021 | Q4 2022 | 5 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
ATHERTON LANE ADVISERS, LLC | 4 | 4 | 0.04% | 1.25% | 2.44% | Q1 2015 | Q4 2015 | 4 |
Kohmann Bosshard Financial Services, LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.04% | 0.14% | 0.18% | Q4 2015 | Q4 2021 | 4 |
Jump Trading, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2015 | 4 |
TWO SIGMA ADVISERS, LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 4 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 4 |
BAINCO INTERNATIONAL INVESTORS | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2013 | Q4 2013 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.01% | 0.06% | 0.13% | Q1 2017 | Q2 2018 | 4 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 4 |
Lombard Odier & Cie (Canada), Limited Partnership | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2013 | Q3 2014 | 4 |
Private Wealth Advisors, LLC | 3 | 1 | 0.31% | 0.44% | 0.71% | Q4 2019 | Q1 2022 | 4 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 4 | 4 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q1 2014 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Sepio Capital, LP | 4 | 4 | 0.06% | 0.17% | 0.28% | Q1 2020 | Q4 2020 | 4 |
Full Sail Capital, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q1 2019 | Q4 2019 | 4 |
Kestra Advisory Services, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Valence8 US LP | 4 | 4 | 3.71% | 3.99% | 4.30% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
WRAPMANAGER INC | 4 | 4 | 0.39% | 0.57% | 0.76% | Q2 2013 | Q1 2014 | 4 |
Cordasco Financial Network | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q1 2016 | 4 |
MARVIN & PALMER ASSOCIATES INC | 4 | 4 | 0.83% | 1.20% | 1.65% | Q2 2017 | Q1 2018 | 4 |
Integrated Investment Consultants, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Polianta Ltd | 3 | 1 | 3.09% | 3.70% | 4.69% | Q4 2017 | Q1 2019 | 4 |
Spruce Investment Advisors LLC | 4 | 4 | 6.23% | 8.79% | 11.09% | Q3 2013 | Q2 2014 | 4 |
Verition Fund Management LLC | 1 | 1 | 0.04% | 0.09% | 0.22% | Q4 2015 | Q3 2022 | 4 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q3 2013 | Q2 2014 | 4 |
I.G. INVESTMENT MANAGEMENT, LTD. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q3 2016 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Fiduciary Trust Co International of Pennsylvania | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
SHAPIRO ROBERT N | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Cribstone Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Fullerton Fund Management Co Ltd. | 4 | 4 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q4 2021 | 4 |
Gunma Bank,Ltd. | 3 | 1 | 0.97% | 1.41% | 1.78% | Q2 2021 | Q2 2022 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 1 | 0.05% | 0.58% | 0.94% | Q2 2019 | Q4 2020 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.03% | 0.07% | 0.11% | Q3 2015 | Q3 2016 | 4 |
EXCALIBUR MANAGEMENT CORP | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2015 | Q3 2016 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Maryland Capital Management | 3 | 1 | 0.04% | 0.07% | 0.09% | Q3 2013 | Q3 2014 | 4 |
UBP Investment Advisors SA | 4 | 4 | 0.36% | 0.43% | 0.49% | Q4 2017 | Q3 2018 | 4 |
TD Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
WEALTHFRONT Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 4 |
Main Management ETF Advisors, LLC | 4 | 4 | 0.39% | 0.64% | 0.85% | Q4 2022 | Q3 2023 | 4 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 4 | 1.72% | 1.94% | 2.07% | Q4 2013 | Q3 2014 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
SOLARIS ASSET MANAGEMENT LLC | 4 | 4 | 0.20% | 0.29% | 0.38% | Q2 2017 | Q1 2018 | 4 |
Summit Trail Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.11% | 0.20% | Q4 2013 | Q3 2014 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 4 |
AEGON USA Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2015 | 4 |
SOUTH GEORGIA CAPITAL, LLC | 4 | 4 | 0.00% | 0.07% | 0.13% | Q4 2013 | Q3 2014 | 4 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2015 | 4 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 4 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 4 | 4 | 0.19% | 0.20% | 0.22% | Q3 2013 | Q2 2014 | 4 |
Darwin Wealth Management, LLC | 4 | 4 | 0.36% | 0.58% | 0.89% | Q1 2017 | Q4 2017 | 4 |
QCM Cayman, Ltd. | 2 | 1 | 0.07% | 1.39% | 2.64% | Q3 2014 | Q4 2021 | 4 |
Avior Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2015 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Lenox Wealth Management, Inc. | 4 | 4 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q1 2018 | 4 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q1 2018 | 3 |
Castleview Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 3 |
MANNING & NAPIER ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
GUGGENHEIM CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
ROOSEVELT INVESTMENT GROUP LLC | 3 | 3 | 0.12% | 0.17% | 0.25% | Q2 2013 | Q4 2013 | 3 |
NATIXIS | 2 | 1 | 0.02% | 0.06% | 0.08% | Q3 2020 | Q2 2023 | 3 |
Stadion Money Management, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q1 2015 | 3 |
RATIONAL ADVISORS LLC | 2 | 1 | 0.03% | 0.10% | 0.14% | Q3 2009 | Q1 2012 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2015 | Q1 2016 | 3 |
Mutual Advisors, LLC | 2 | 1 | 0.07% | 0.12% | 0.17% | Q3 2021 | Q2 2023 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q2 2020 | 3 |
Cetera Advisor Networks LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 3 |
Capital Wealth Planning, LLC | 1 | 1 | 0.11% | 0.25% | 0.38% | Q2 2013 | Q4 2014 | 3 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.06% | 0.13% | Q1 2014 | Q3 2017 | 3 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Magnus Financial Group LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.03% | 0.07% | Q2 2023 | Q3 2023 | 3 |
Friedenthal Financial | 2 | 1 | 3.15% | 5.46% | 6.76% | Q4 2013 | Q4 2017 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 3 |
Visionary Asset Management, Inc. | 1 | 1 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q4 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2017 | 3 |
Hefty Wealth Partners | 2 | 1 | 0.52% | 0.62% | 0.72% | Q1 2016 | Q4 2016 | 3 |
Madison Asset Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q4 2020 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.44% | 0.55% | 0.62% | Q1 2015 | Q3 2015 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DOCK STREET ASSET MANAGEMENT INC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q4 2013 | Q2 2014 | 3 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 1 | 0.15% | 0.19% | 0.25% | Q4 2013 | Q3 2014 | 3 |
Guild Investment Management, Inc. | 1 | 1 | 2.87% | 3.17% | 3.56% | Q4 2012 | Q1 2015 | 3 |
Archer Capital Management, L.P. | 3 | 3 | 2.30% | 3.58% | 4.83% | Q1 2015 | Q3 2015 | 3 |
Shoker Investment Counsel, Inc. | 2 | 1 | 0.71% | 1.54% | 3.14% | Q4 2013 | Q1 2023 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.09% | 0.12% | 0.14% | Q3 2013 | Q1 2014 | 3 |
COWEN INC. | 3 | 3 | 0.10% | 0.20% | 0.34% | Q4 2014 | Q2 2015 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Camelot Portfolios, LLC | 2 | 1 | 0.15% | 0.19% | 0.25% | Q3 2019 | Q2 2020 | 3 |
HARBERT FUND ADVISORS, INC. | 3 | 3 | 0.16% | 0.25% | 0.30% | Q3 2022 | Q1 2023 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.07% | 0.20% | Q3 2013 | Q4 2014 | 3 |
Cetera Investment Advisers | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 3 |
CREDIT AGRICOLE S A | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2015 | 3 |
Antonetti Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Lumina Fund Management LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2014 | Q2 2015 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Nationwide Fund Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.01% | 0.20% | 0.35% | Q4 2013 | Q2 2023 | 3 |
ALETHEA CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.46% | 1.15% | Q1 2015 | Q2 2015 | 3 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2015 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.36% | 0.38% | 0.40% | Q1 2022 | Q3 2022 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q1 2015 | 3 |
Tortoise Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2021 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
COLUMBIA CAPITAL LLC | 3 | 3 | 0.13% | 0.57% | 0.88% | Q4 2013 | Q2 2014 | 3 |
Hilltop Partners LLC | 3 | 3 | 0.16% | 2.82% | 4.60% | Q1 2023 | Q3 2023 | 3 |
1st Global Advisors, Inc. | 3 | 3 | 0.06% | 0.13% | 0.17% | Q2 2016 | Q4 2016 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.07% | 0.13% | 0.22% | Q2 2015 | Q4 2015 | 3 |
Banco Santander, S.A. | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q2 2021 | 3 |
Counsel Portfolio Services Inc. | 2 | 1 | 0.08% | 0.15% | 0.20% | Q2 2014 | Q2 2015 | 3 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
COOKSON PEIRCE & CO INC | 3 | 3 | 0.07% | 0.11% | 0.14% | Q4 2013 | Q2 2014 | 3 |
Bristol Advisors, LLC | 3 | 3 | 0.17% | 0.26% | 0.35% | Q2 2017 | Q4 2017 | 3 |
FIRST MIDWEST BANK TRUST DIVISION | 3 | 3 | 0.15% | 0.18% | 0.20% | Q2 2017 | Q4 2017 | 3 |
EHP Funds Inc. | 3 | 3 | 0.16% | 0.27% | 0.34% | Q3 2022 | Q1 2023 | 3 |
Verity Asset Management, Inc. | 1 | 1 | 0.12% | 0.19% | 0.25% | Q1 2014 | Q2 2021 | 3 |
AlphaCentric Advisors LLC | 3 | 3 | 0.05% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Grace Capital | 3 | 3 | 0.04% | 0.09% | 0.12% | Q2 2018 | Q4 2018 | 3 |
TOTH FINANCIAL ADVISORY CORP | 3 | 3 | 0.10% | 0.16% | 0.19% | Q4 2014 | Q2 2015 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 2.86% | 2.97% | 3.03% | Q1 2017 | Q3 2017 | 3 |
JFS WEALTH ADVISORS, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2015 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
American Trust | 1 | 1 | 0.02% | 0.18% | 0.25% | Q3 2022 | Q3 2023 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.14% | 0.39% | Q4 2017 | Q4 2019 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Good Harbor Financial, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q1 2015 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
DELTEC ASSET MANAGEMENT LLC | 3 | 3 | 0.11% | 0.16% | 0.24% | Q4 2019 | Q2 2020 | 3 |
Knollwood Investment Advisory, LLC | 3 | 3 | 0.78% | 1.17% | 1.36% | Q4 2022 | Q2 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.08% | 0.11% | 0.16% | Q2 2020 | Q1 2023 | 3 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 3 |
First Western Trust Bank | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Rampart Investment Management Company, LLC | 2 | 1 | 0.19% | 0.36% | 0.67% | Q1 2018 | Q3 2020 | 3 |
Gateway Advisory, LLC | 3 | 3 | 1.42% | 1.53% | 1.62% | Q1 2014 | Q3 2014 | 3 |
Blume Capital Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Strategic Capital Group LLC | 2 | 2 | 0.00% | 0.57% | 1.13% | Q4 2013 | Q1 2014 | 2 |
ALLIANCEBERNSTEIN L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Select Asset Management & Trust | 2 | 2 | 0.14% | 0.29% | 0.44% | Q4 2020 | Q1 2021 | 2 |
Prostatis Group LLC | 2 | 2 | 1.03% | 1.03% | 1.04% | Q1 2023 | Q2 2023 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Bowie Capital Management, LLC | 2 | 2 | 0.21% | 0.26% | 0.32% | Q3 2022 | Q4 2022 | 2 |
Saiers Capital, LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q3 2014 | Q3 2014 | 2 |
STRS OHIO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 2 |
Sentinus, LLC | 2 | 2 | 0.15% | 0.20% | 0.25% | Q1 2023 | Q2 2023 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.24% | 0.50% | 0.76% | Q2 2016 | Q3 2022 | 2 |
Winch Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2013 | 2 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 1 | 1 | 0.07% | 0.08% | 0.09% | Q2 2014 | Q2 2015 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
INVESTMENT HOUSE LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q4 2019 | 2 |
BEACON TRUST CO | 2 | 2 | 0.04% | 0.05% | 0.07% | Q1 2014 | Q2 2014 | 2 |
RMB Capital Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2019 | 2 |
Arosa Capital Management LP | 1 | 1 | 2.53% | 2.53% | 2.53% | Q3 2022 | Q3 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Julex Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 2 | 2 | 0.61% | 0.63% | 0.65% | Q2 2021 | Q3 2021 | 2 |
CLEARARC CAPITAL INC | 2 | 2 | 0.96% | 1.14% | 1.33% | Q1 2015 | Q2 2015 | 2 |
Virtus Fund Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.01% | 0.40% | 0.79% | Q4 2021 | Q1 2022 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q3 2021 | 2 |
WADE G W & INC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2013 | Q1 2014 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BECKER CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Rye Brook Capital LLC | 2 | 2 | 3.51% | 4.09% | 4.67% | Q1 2021 | Q2 2021 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.18% | 0.27% | 0.36% | Q2 2013 | Q3 2013 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Bard Financial Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Alaska Permanent Fund Corp | 2 | 2 | 0.22% | 0.23% | 0.24% | Q3 2022 | Q4 2022 | 2 |
CCM INVESTMENT ADVISERS LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 2 |
Deane Retirement Strategies, Inc. | 2 | 2 | 1.96% | 2.98% | 3.99% | Q1 2021 | Q2 2021 | 2 |
Alaska Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.13% | 0.73% | 1.34% | Q1 2015 | Q3 2023 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q4 2016 | 2 |
Idaho Trust Bank | 2 | 2 | 0.97% | 1.06% | 1.14% | Q2 2023 | Q3 2023 | 2 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.10% | 0.20% | 0.30% | Q1 2015 | Q4 2019 | 2 |
Rothschild Capital Partners, LLC | 2 | 2 | 1.26% | 1.31% | 1.36% | Q1 2015 | Q2 2015 | 2 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.54% | 0.59% | 0.64% | Q2 2020 | Q1 2023 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Clal Insurance Enterprises Holdings Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 1.44% | 1.86% | 2.28% | Q1 2023 | Q2 2023 | 2 |
Crabel Capital Management, LLC | 1 | 1 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q1 2023 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 1.13% | 1.62% | 2.11% | Q3 2016 | Q1 2017 | 2 |
Shay Capital LLC | 1 | 1 | 0.00% | 0.11% | 0.21% | Q3 2022 | Q3 2022 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
XR Securities LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Magnetar Financial LLC | 2 | 2 | 0.22% | 0.34% | 0.45% | Q3 2013 | Q4 2013 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 2 |
McKinley Carter Wealth Services, Inc. | 2 | 2 | 0.23% | 0.24% | 0.24% | Q3 2013 | Q4 2013 | 2 |
WESTWOOD HOLDINGS GROUP INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 2 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 2 | 2 | 0.46% | 0.47% | 0.48% | Q2 2023 | Q3 2023 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 2 |
CYPRESS ASSET MANAGEMENT INC/TX | 2 | 2 | 0.23% | 0.24% | 0.24% | Q3 2020 | Q4 2020 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Locust Wood Capital Advisers | 1 | 1 | 0.33% | 0.99% | 1.65% | Q1 2022 | Q3 2022 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Watershed Asset Management, L.L.C. | 2 | 2 | 0.68% | 0.70% | 0.71% | Q4 2021 | Q1 2022 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.46% | 0.47% | 0.47% | Q2 2015 | Q3 2015 | 2 |
WBH ADVISORY INC | 2 | 2 | 0.15% | 0.18% | 0.21% | Q3 2021 | Q4 2021 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.05% | 0.09% | Q2 2014 | Q3 2014 | 2 |
SPHERA FUNDS MANAGEMENT LTD. | 2 | 2 | 0.34% | 0.43% | 0.53% | Q1 2015 | Q2 2015 | 2 |
MCIA Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
BPV Resources, LLC | 2 | 2 | 5.33% | 5.96% | 6.60% | Q1 2015 | Q2 2015 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
R & A Capital Management, LLC | 2 | 2 | 0.33% | 0.34% | 0.36% | Q2 2013 | Q3 2013 | 2 |
Crow Point Partners, LLC | 2 | 2 | 0.15% | 1.07% | 1.99% | Q3 2019 | Q4 2019 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.09% | 0.15% | 0.21% | Q4 2018 | Q1 2019 | 2 |
Invesco Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 2 |
Liberty Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.09% | 0.19% | 0.29% | Q4 2016 | Q4 2020 | 2 |
GAVEA INVESTIMENTOS LTDA | 2 | 2 | 4.58% | 5.76% | 6.94% | Q3 2014 | Q4 2014 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.07% | 0.11% | 0.15% | Q2 2021 | Q3 2021 | 2 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 2 |
Castellan Group | 2 | 2 | 0.57% | 0.84% | 1.10% | Q4 2020 | Q1 2021 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q3 2016 | Q1 2017 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Wallace Advisory Group, LLC | 2 | 2 | 1.02% | 1.02% | 1.02% | Q1 2023 | Q2 2023 | 2 |
GLG Partners LP | 2 | 2 | 0.03% | 0.11% | 0.18% | Q2 2015 | Q3 2015 | 2 |
Lebenthal Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q3 2017 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Bienville Capital Management, LLC | 1 | 1 | 0.90% | 2.18% | 3.47% | Q2 2015 | Q4 2015 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Candlestick Capital Management LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2020 | Q1 2020 | 1 |
Cougar Global Investments Ltd | 1 | 1 | 1.95% | 1.95% | 1.95% | Q3 2020 | Q3 2020 | 1 |
LETKO, BROSSEAU & ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q2 2010 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 3.22% | 3.22% | 3.22% | Q1 2022 | Q1 2022 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 2.89% | 2.89% | 2.89% | Q2 2014 | Q2 2014 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 7.09% | 7.09% | 7.09% | Q2 2015 | Q2 2015 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 1.73% | 1.73% | 1.73% | Q3 2014 | Q3 2014 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Tradeworx Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2020 | Q1 2020 | 1 |
Convergent Wealth Advisors | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2015 | Q3 2015 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2012 | Q1 2012 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Navigation Wealth Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Smart Portfolios, LLC | 1 | 1 | 5.70% | 5.70% | 5.70% | Q3 2016 | Q3 2016 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
High Falls Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2014 | Q3 2014 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2013 | Q3 2013 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q1 2018 | Q1 2018 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
swisspartners Advisors Ltd | 1 | 1 | 11.45% | 11.45% | 11.45% | Q4 2019 | Q4 2019 | 1 |
Owl Creek Asset Management, L.P. | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2022 | Q4 2022 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2013 | Q4 2013 | 1 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
StoneX Group Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Whitnell & Co. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2017 | Q4 2017 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
American Money Management, LLC | 1 | 1 | 2.95% | 2.95% | 2.95% | Q4 2013 | Q4 2013 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
BTR CAPITAL MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SUMMIT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2014 | Q3 2014 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Simmons Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Sterling Ridge Capital Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2013 | Q2 2013 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Alliance Wealth Advisors, LLC /UT | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2023 | Q1 2023 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NOESIS CAPITAL MANGEMENT CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
Euclid Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2015 | Q2 2015 | 1 |
Sunriver Management LLC | 1 | 1 | 2.12% | 2.12% | 2.12% | Q4 2015 | Q4 2015 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Dominick & Dominick LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
ADELL HARRIMAN & CARPENTER INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
BALTIMORE CAPITAL MANAGEMENT, INC | 1 | 1 | 2.21% | 2.21% | 2.21% | Q1 2017 | Q1 2017 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2015 | Q2 2015 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ibex Investors LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2022 | Q4 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Fore Research & Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
INVERNESS COUNSEL LLC /NY/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Matrix Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2016 | Q2 2016 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Covalent Partners LLC | 1 | 1 | 11.41% | 11.41% | 11.41% | Q1 2022 | Q1 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
55I, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2019 | Q2 2019 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2015 | Q2 2015 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2013 | Q4 2013 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q2 2015 | Q2 2015 | 1 |
DeGreen Capital Management LLC | 1 | 1 | 9.45% | 9.45% | 9.45% | Q4 2013 | Q4 2013 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
LionEye Capital Management LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2013 | Q3 2013 | 1 |
TBP ADVISORS LTD | 1 | 1 | 2.94% | 2.94% | 2.94% | Q1 2015 | Q1 2015 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
VICUS CAPITAL | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2013 | Q4 2013 | 1 |
CHATHAM CAPITAL GROUP, INC. | 1 | 1 | 2.67% | 2.67% | 2.67% | Q2 2015 | Q2 2015 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2021 | Q3 2021 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
VIEWPOINT INVESTMENT PARTNERS CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Woodbine Capital Advisors LP | 1 | 1 | 4.59% | 4.59% | 4.59% | Q3 2013 | Q3 2013 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
JANA PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.