Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36 | 36 | 0.00% | 0.00% | 0.05% | Q4 2014 | Q3 2023 | 96 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.26% | Q4 2015 | Q3 2023 | 87 |
Citadel Advisors | 29 | 3 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 80 |
JANE STREET GROUP, LLC | 16 | 2 | 0.00% | 0.01% | 0.13% | Q2 2015 | Q3 2023 | 66 |
WOLVERINE TRADING, LLC | 11 | 3 | 0.00% | 0.00% | 0.03% | Q4 2016 | Q3 2023 | 63 |
CREDIT SUISSE AG/ | 23 | 5 | 0.00% | 0.01% | 0.09% | Q4 2014 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 43 |
MARTIN CURRIE LTD | 40 | 40 | 1.04% | 2.01% | 4.87% | Q4 2013 | Q3 2023 | 40 |
HSBC HOLDINGS PLC | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 40 |
BARCLAYS PLC | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 39 |
CITIGROUP INC | 36 | 36 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 39 |
SIT INVESTMENT ASSOCIATES INC | 38 | 38 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 37 |
NORTHERN TRUST CORP | 37 | 37 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q3 2023 | 37 |
PRICE T ROWE ASSOCIATES INC /MD/ | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
NOMURA ASSET MANAGEMENT CO LTD | 36 | 36 | 0.02% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 36 |
STATE STREET CORP | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
FRANKLIN RESOURCES INC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
MORGAN STANLEY | 36 | 36 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
FIRST TRUST ADVISORS LP | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
AXIOM INVESTORS LLC /DE | 36 | 36 | 0.05% | 0.44% | 1.80% | Q4 2014 | Q3 2023 | 36 |
Bank of New York Mellon Corp | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
State of New Jersey Common Pension Fund D | 36 | 36 | 0.24% | 0.83% | 1.21% | Q4 2014 | Q3 2023 | 36 |
WELLINGTON MANAGEMENT GROUP LLP | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Sands Capital Management | 36 | 36 | 0.02% | 0.25% | 0.70% | Q4 2014 | Q3 2023 | 36 |
Global Endowment Management, LP | 36 | 36 | 0.05% | 0.18% | 0.32% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
LPL Financial LLC | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 36 |
State of Tennessee, Treasury Department | 36 | 36 | 0.26% | 0.85% | 1.65% | Q4 2014 | Q3 2023 | 36 |
Mirae Asset Global Investments Co., Ltd. | 36 | 36 | 0.01% | 0.10% | 0.33% | Q4 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 36 | 36 | 0.00% | 0.06% | 0.15% | Q4 2014 | Q3 2023 | 36 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 36 | 36 | 0.00% | 0.07% | 0.26% | Q4 2014 | Q3 2023 | 36 |
PRUDENTIAL FINANCIAL INC | 36 | 36 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 36 |
BlackRock Inc. | 36 | 36 | 0.02% | 0.06% | 0.18% | Q4 2014 | Q3 2023 | 36 |
Legal & General Group Plc | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
PRUDENTIAL PLC | 35 | 35 | 0.00% | 0.24% | 1.49% | Q1 2015 | Q3 2023 | 35 |
AMERIPRISE FINANCIAL INC | 30 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 35 |
Checchi Capital Advisers, LLC | 35 | 35 | 0.17% | 0.45% | 1.07% | Q1 2015 | Q3 2023 | 35 |
PANAGORA ASSET MANAGEMENT INC | 35 | 35 | 0.03% | 0.13% | 0.37% | Q1 2015 | Q3 2023 | 35 |
BANK OF MONTREAL /CAN/ | 32 | 2 | 0.00% | 0.03% | 0.14% | Q1 2015 | Q3 2023 | 35 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 18 | 3 | 0.02% | 0.31% | 1.29% | Q4 2014 | Q3 2023 | 34 |
WASATCH ADVISORS LP | 34 | 34 | 0.01% | 0.18% | 0.59% | Q4 2014 | Q1 2023 | 34 |
Creative Planning | 33 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 34 |
Rafferty Asset Management, LLC | 34 | 34 | 0.14% | 0.64% | 3.26% | Q2 2015 | Q3 2023 | 34 |
North Star Investment Management Corp. | 34 | 34 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 34 |
BLAIR WILLIAM & CO/IL | 23 | 11 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 34 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 33 | 1 | 0.01% | 0.07% | 0.17% | Q4 2014 | Q3 2023 | 34 |
FMR LLC | 34 | 34 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 34 |
GLENMEDE TRUST CO NA | 20 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 34 |
BCWM, LLC | 34 | 34 | 0.85% | 1.45% | 2.13% | Q2 2015 | Q3 2023 | 34 |
CIBC WORLD MARKET INC. | 31 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 34 |
BNP PARIBAS FINANCIAL MARKETS | 34 | 34 | 0.00% | 0.02% | 0.14% | Q2 2015 | Q3 2023 | 34 |
Tikvah Management LLC | 29 | 4 | 0.21% | 0.74% | 8.13% | Q1 2015 | Q3 2023 | 33 |
AIA Group Ltd | 33 | 33 | 0.07% | 1.27% | 3.98% | Q3 2015 | Q3 2023 | 33 |
ENVESTNET ASSET MANAGEMENT INC | 33 | 33 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 33 |
DELTEC ASSET MANAGEMENT LLC | 23 | 10 | 0.04% | 0.12% | 0.30% | Q1 2015 | Q3 2023 | 33 |
Glovista Investments LLC | 27 | 6 | 0.05% | 6.35% | 14.62% | Q2 2015 | Q3 2023 | 33 |
Neuberger Berman Group LLC | 33 | 33 | 0.00% | 0.03% | 0.16% | Q3 2015 | Q3 2023 | 33 |
RAYMOND JAMES & ASSOCIATES | 27 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 33 |
Hosking Partners LLP | 33 | 33 | 0.14% | 0.36% | 0.89% | Q3 2015 | Q3 2023 | 33 |
LAZARD ASSET MANAGEMENT LLC | 30 | 3 | 0.00% | 0.01% | 0.09% | Q4 2014 | Q3 2023 | 33 |
SHELL ASSET MANAGEMENT CO | 32 | 32 | 0.10% | 0.18% | 0.43% | Q4 2015 | Q3 2023 | 32 |
FIFTH THIRD BANCORP | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 32 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 3 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2023 | 32 |
Sumitomo Mitsui Trust Holdings, Inc. | 24 | 8 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 32 |
Invesco Ltd. | 30 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 32 |
PineBridge Investments, L.P. | 16 | 1 | 0.00% | 0.13% | 0.68% | Q4 2014 | Q3 2023 | 32 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 32 | 32 | 0.16% | 1.32% | 3.21% | Q4 2015 | Q3 2023 | 32 |
BANQUE PICTET & CIE SA | 32 | 32 | 0.01% | 0.11% | 0.24% | Q4 2015 | Q3 2023 | 32 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 32 | 32 | 0.18% | 1.16% | 3.31% | Q4 2015 | Q3 2023 | 32 |
Ninety One UK Ltd | 20 | 1 | 0.01% | 0.14% | 0.64% | Q4 2014 | Q3 2023 | 31 |
Meditor Group Ltd | 31 | 31 | 1.35% | 3.18% | 5.46% | Q2 2016 | Q4 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
AGF INVESTMENTS INC. | 21 | 10 | 0.00% | 0.21% | 0.50% | Q4 2014 | Q3 2022 | 31 |
Raymond James Financial Services Advisors, Inc. | 29 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 30 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 27 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2022 | 30 |
US BANCORP \DE\ | 24 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 30 |
KINGS POINT CAPITAL MANAGEMENT | 30 | 30 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2022 | 30 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 16 | 3 | 0.00% | 0.01% | 0.11% | Q4 2014 | Q3 2023 | 29 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2022 | 29 |
Somerset Capital Management LLP | 25 | 1 | 0.47% | 3.67% | 11.00% | Q1 2014 | Q3 2021 | 29 |
HARDING LOEVNER LP | 18 | 4 | 0.04% | 0.16% | 0.38% | Q1 2015 | Q3 2023 | 29 |
Allianz Asset Management GmbH | 26 | 1 | 0.00% | 0.00% | 0.05% | Q1 2015 | Q3 2023 | 29 |
Psagot Value Holdings Ltd. | 28 | 28 | 0.04% | 0.65% | 1.70% | Q4 2014 | Q3 2021 | 28 |
1832 Asset Management L.P. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.07% | 0.27% | Q4 2016 | Q3 2023 | 27 |
Allworth Financial LP | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Carroll Financial Associates, Inc. | 26 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2021 | 27 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 18 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 27 |
Pictet North America Advisors SA | 27 | 27 | 0.20% | 0.88% | 1.61% | Q1 2017 | Q3 2023 | 27 |
Hexavest Inc. | 27 | 27 | 0.14% | 0.48% | 0.93% | Q1 2015 | Q3 2021 | 27 |
Stelac Advisory Services LLC | 27 | 27 | 0.04% | 0.14% | 0.29% | Q1 2015 | Q3 2021 | 27 |
Harel Insurance Investments & Financial Services Ltd. | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.00% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 26 |
Riverpoint Wealth Management Holdings, LLC | 26 | 26 | 0.14% | 0.19% | 0.28% | Q2 2017 | Q3 2023 | 26 |
SG Americas Securities, LLC | 15 | 2 | 0.00% | 0.04% | 0.17% | Q2 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Laffer Tengler Investments, Inc. | 17 | 9 | 0.01% | 0.40% | 1.48% | Q2 2014 | Q3 2023 | 26 |
STIFEL FINANCIAL CORP | 11 | 5 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 26 |
Janney Montgomery Scott LLC | 13 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 26 |
Kalos Management, Inc. | 25 | 25 | 0.14% | 0.38% | 0.67% | Q4 2015 | Q4 2021 | 25 |
WEDBUSH SECURITIES INC | 13 | 12 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 25 |
PUTNAM INVESTMENTS LLC | 20 | 5 | 0.00% | 0.05% | 0.12% | Q3 2016 | Q3 2023 | 25 |
STERLING INVESTMENT MANAGEMENT, LLC | 25 | 25 | 0.68% | 1.02% | 1.59% | Q3 2017 | Q3 2023 | 25 |
PINNACLE ASSOCIATES LTD | 13 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 25 |
Summit Trail Advisors, LLC | 24 | 24 | 0.20% | 0.76% | 3.68% | Q4 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 14 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 24 |
Nikulski Financial, Inc. | 24 | 24 | 0.12% | 0.22% | 0.44% | Q4 2017 | Q3 2023 | 24 |
DEUTSCHE BANK AG\ | 23 | 1 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 24 |
Private Advisor Group, LLC | 21 | 3 | 0.00% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Cornerstone Capital, Inc. | 24 | 24 | 0.16% | 0.46% | 0.82% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
EARNEST PARTNERS LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
GREENWOOD CAPITAL ASSOCIATES LLC | 12 | 3 | 0.12% | 0.29% | 0.66% | Q1 2015 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 14 | 9 | 0.02% | 0.14% | 0.47% | Q4 2017 | Q3 2023 | 23 |
PRIVATE TRUST CO NA | 19 | 1 | 0.01% | 0.06% | 0.10% | Q2 2015 | Q3 2023 | 23 |
Integrated Wealth Concepts LLC | 14 | 9 | 0.02% | 0.41% | 1.70% | Q4 2017 | Q3 2023 | 23 |
Ninety One North America, Inc. | 20 | 3 | 0.04% | 1.16% | 5.74% | Q4 2014 | Q3 2023 | 23 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q1 2023 | 23 |
AJO, LP | 12 | 1 | 0.04% | 0.09% | 0.14% | Q4 2014 | Q1 2021 | 23 |
PICTON MAHONEY ASSET MANAGEMENT | 23 | 23 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 23 |
MACKENZIE FINANCIAL CORP | 19 | 2 | 0.00% | 0.04% | 0.16% | Q2 2015 | Q3 2023 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.15% | 0.35% | 0.57% | Q4 2017 | Q2 2023 | 23 |
BANK PICTET & CIE (ASIA) LTD | 14 | 9 | 0.17% | 0.82% | 2.62% | Q3 2016 | Q3 2023 | 23 |
WHITTIER TRUST CO | 12 | 11 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 23 |
Dorsey & Whitney Trust CO LLC | 23 | 23 | 0.02% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 23 |
MEITAV INVESTMENT HOUSE LTD | 17 | 6 | 0.01% | 0.60% | 2.14% | Q4 2017 | Q3 2023 | 23 |
MILLENNIUM MANAGEMENT LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2023 | 22 |
CIGNA INVESTMENTS INC /NEW | 15 | 7 | 0.64% | 1.59% | 3.89% | Q2 2017 | Q2 2023 | 22 |
Bank Pictet & Cie (Europe) AG | 15 | 7 | 0.01% | 0.12% | 0.39% | Q3 2016 | Q3 2023 | 22 |
GEODE CAPITAL MANAGEMENT, LLC | 20 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2022 | 22 |
OAKTREE CAPITAL MANAGEMENT LP | 18 | 4 | 0.01% | 0.04% | 0.22% | Q3 2015 | Q1 2021 | 22 |
LINCOLN NATIONAL CORP | 21 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 22 |
CI INVESTMENTS INC. | 11 | 1 | 0.01% | 0.14% | 0.81% | Q1 2015 | Q3 2022 | 22 |
Pendal Group Ltd | 22 | 22 | 0.05% | 0.09% | 0.14% | Q3 2017 | Q4 2022 | 22 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.16% | 0.29% | Q3 2015 | Q1 2022 | 21 |
BESSEMER GROUP INC | 17 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 21 |
AMERICAN CENTURY COMPANIES INC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 21 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 21 |
SPINNAKER TRUST | 19 | 2 | 0.50% | 1.06% | 1.43% | Q3 2015 | Q3 2023 | 21 |
Lombard Odier Asset Management (Switzerland) SA | 21 | 21 | 0.60% | 1.02% | 1.86% | Q3 2016 | Q3 2021 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 21 |
DIMENSIONAL FUND ADVISORS LP | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2020 | 21 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 7 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.01% | 0.13% | Q4 2014 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Intercontinental Wealth Advisors, LLC | 21 | 21 | 0.17% | 0.41% | 0.68% | Q1 2016 | Q1 2021 | 21 |
SUNTRUST BANKS INC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2019 | 20 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.07% | 0.74% | Q1 2019 | Q3 2023 | 20 |
Ifrah Financial Services, Inc. | 20 | 20 | 0.10% | 0.16% | 0.29% | Q4 2018 | Q3 2023 | 20 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 20 | 20 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Brinker Capital Investments, LLC | 18 | 1 | 0.01% | 0.06% | 0.08% | Q1 2015 | Q4 2022 | 20 |
Aubrey Capital Management Ltd | 19 | 1 | 0.38% | 3.36% | 8.14% | Q4 2017 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2022 | 20 |
MURPHY CAPITAL MANAGEMENT INC | 16 | 4 | 0.04% | 0.20% | 0.34% | Q1 2015 | Q1 2020 | 20 |
BARINGS LLC | 18 | 1 | 0.01% | 0.03% | 0.13% | Q2 2015 | Q3 2021 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.11% | 0.17% | 0.32% | Q4 2018 | Q3 2023 | 20 |
GAM Holding AG | 20 | 20 | 0.00% | 0.07% | 0.22% | Q4 2014 | Q3 2019 | 20 |
Compagnie Lombard Odier SCmA | 18 | 2 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.13% | 0.25% | 0.59% | Q4 2018 | Q3 2023 | 20 |
Koshinski Asset Management, Inc. | 14 | 1 | 0.03% | 0.05% | 0.11% | Q1 2018 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Rice Partnership, LLC | 19 | 19 | 2.80% | 5.09% | 6.21% | Q1 2019 | Q3 2023 | 19 |
HighTower Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q3 2023 | 19 |
BANK OF NOVA SCOTIA | 19 | 19 | 0.00% | 0.06% | 0.22% | Q1 2018 | Q3 2022 | 19 |
Maple-Brown Abbott Ltd | 19 | 19 | 0.44% | 5.41% | 10.00% | Q1 2015 | Q3 2019 | 19 |
WESTWOOD HOLDINGS GROUP INC | 19 | 19 | 0.00% | 0.51% | 0.75% | Q1 2015 | Q3 2019 | 19 |
AQR Capital Management | 11 | 8 | 0.00% | 0.04% | 0.12% | Q1 2018 | Q3 2023 | 19 |
SEI INVESTMENTS CO | 11 | 1 | 0.00% | 0.05% | 0.19% | Q4 2014 | Q3 2023 | 19 |
Financial Gravity Asset Management, Inc. | 12 | 2 | 0.00% | 0.01% | 0.10% | Q2 2018 | Q3 2023 | 19 |
Gemmer Asset Management LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2019 | 19 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 17 | 2 | 0.08% | 0.24% | 0.53% | Q1 2015 | Q3 2023 | 19 |
SNOW CAPITAL MANAGEMENT LP | 14 | 5 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q2 2021 | 19 |
ARGA Investment Management, LP | 18 | 18 | 0.40% | 0.66% | 1.28% | Q2 2019 | Q3 2023 | 18 |
Fernwood Investment Management, LLC | 14 | 4 | 0.08% | 0.10% | 0.16% | Q1 2019 | Q3 2023 | 18 |
UBP Investment Advisors SA | 17 | 1 | 0.52% | 1.12% | 1.96% | Q4 2017 | Q3 2022 | 18 |
Arrow Investment Advisors, LLC | 10 | 1 | 0.40% | 0.73% | 1.11% | Q3 2016 | Q1 2023 | 18 |
First Horizon Advisors, Inc. | 11 | 2 | 0.00% | 0.09% | 0.45% | Q2 2014 | Q1 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 18 |
FEDERATED HERMES, INC. | 17 | 1 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q1 2023 | 18 |
Vontobel Swiss Wealth Advisors AG | 9 | 1 | 0.12% | 0.18% | 0.35% | Q1 2015 | Q2 2021 | 18 |
Gradient Investments LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Russell Investments Group, Ltd. | 15 | 1 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 18 |
Migdal Insurance & Financial Holdings Ltd. | 9 | 4 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 17 |
JANICZEK WEALTH MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.03% | Q3 2015 | Q3 2023 | 17 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.48% | 2.04% | Q3 2015 | Q3 2023 | 17 |
Wealthspire Advisors, L.P. | 17 | 17 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q4 2019 | 17 |
COMERICA BANK | 16 | 1 | 0.05% | 0.08% | 0.12% | Q1 2019 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2021 | 17 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 8 | 2 | 0.01% | 0.01% | 0.04% | Q2 2017 | Q4 2021 | 17 |
One Capital Management, LLC | 17 | 17 | 0.01% | 0.07% | 0.09% | Q4 2015 | Q4 2019 | 17 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q2 2023 | 17 |
Twin Tree Management, LP | 8 | 2 | 0.00% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 17 |
INNEALTA CAPITAL, LLC | 9 | 3 | 1.05% | 1.62% | 3.28% | Q4 2018 | Q3 2023 | 17 |
Catalyst Capital Advisors LLC | 17 | 17 | 0.02% | 0.22% | 2.80% | Q3 2019 | Q3 2023 | 17 |
Millburn Ridgefield Corp | 17 | 17 | 0.03% | 0.26% | 3.25% | Q3 2019 | Q3 2023 | 17 |
NEXT Financial Group, Inc | 8 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q4 2021 | 17 |
CLOUGH CAPITAL PARTNERS L P | 7 | 5 | 0.02% | 0.39% | 1.86% | Q1 2015 | Q4 2019 | 17 |
Parallel Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 17 |
CAPTRUST FINANCIAL ADVISORS | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
WEALTHSOURCE PARTNERS, LLC | 10 | 7 | 0.03% | 0.09% | 0.14% | Q1 2016 | Q3 2023 | 17 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.24% | 0.93% | 1.49% | Q4 2014 | Q1 2023 | 17 |
Nadler Financial Group, Inc. | 6 | 1 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 16 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.24% | 1.06% | Q3 2016 | Q1 2023 | 16 |
ALLIANCEBERNSTEIN L.P. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 16 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 9 | 7 | 0.03% | 0.04% | 0.07% | Q1 2019 | Q1 2023 | 16 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 13 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 16 |
Mandatum Life Insurance Co Ltd | 16 | 16 | 0.58% | 1.22% | 2.60% | Q4 2015 | Q3 2019 | 16 |
M&T BANK CORP | 12 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 16 |
OPPENHEIMER & CO INC | 10 | 6 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.04% | 0.08% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Calamos Advisors LLC | 11 | 1 | 0.00% | 0.03% | 0.10% | Q3 2015 | Q3 2023 | 16 |
JAMES INVESTMENT RESEARCH INC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q4 2022 | 16 |
Endurance Wealth Management, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 16 |
EXANE DERIVATIVES | 16 | 16 | 0.00% | 0.07% | 1.10% | Q3 2018 | Q2 2022 | 16 |
NN Investment Partners Holdings N.V. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2019 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.07% | Q3 2017 | Q1 2021 | 15 |
Ayalon Insurance Comp Ltd. | 13 | 1 | 0.01% | 0.21% | 0.63% | Q1 2015 | Q2 2021 | 15 |
Financial Enhancement Group LLC | 15 | 15 | 0.07% | 0.11% | 0.16% | Q1 2020 | Q3 2023 | 15 |
BAINCO INTERNATIONAL INVESTORS | 15 | 15 | 0.02% | 0.41% | 1.05% | Q3 2016 | Q1 2020 | 15 |
GFS Advisors, LLC | 9 | 3 | 0.01% | 0.16% | 0.53% | Q4 2015 | Q3 2023 | 15 |
CIBC Private Wealth Group, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 15 |
Lido Advisors, LLC | 10 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 15 |
Hudock, Inc. | 13 | 2 | 0.01% | 0.03% | 0.30% | Q1 2018 | Q3 2022 | 15 |
Stonehage Fleming Financial Services Holdings Ltd | 15 | 15 | 0.01% | 0.07% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Crescent Grove Advisors, LLC | 10 | 1 | 0.02% | 0.08% | 0.33% | Q3 2017 | Q3 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Larson Financial Group LLC | 8 | 7 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
ASSETMARK, INC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Keel Point, LLC | 13 | 1 | 0.05% | 0.27% | 1.66% | Q2 2017 | Q3 2023 | 15 |
HighVista Strategies LLC | 14 | 14 | 1.14% | 1.52% | 2.01% | Q4 2017 | Q1 2021 | 14 |
XPONANCE, INC. | 10 | 1 | 0.02% | 1.43% | 3.94% | Q3 2014 | Q4 2020 | 14 |
Grantham, Mayo, Van Otterloo & Co. LLC | 10 | 4 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 14 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 12 | 1 | 0.00% | 0.03% | 0.26% | Q1 2015 | Q3 2020 | 14 |
Candriam S.C.A. | 6 | 3 | 0.02% | 0.06% | 0.14% | Q1 2015 | Q3 2023 | 14 |
Rock Creek Group, LP | 5 | 1 | 0.01% | 4.69% | 10.87% | Q3 2013 | Q3 2023 | 14 |
Savior LLC | 13 | 1 | 0.00% | 0.36% | 1.48% | Q4 2019 | Q3 2023 | 14 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 10 | 4 | 0.01% | 0.07% | 0.36% | Q3 2013 | Q1 2017 | 14 |
SIGNATUREFD, LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 8 | 6 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2020 | 14 |
WEBSTER BANK, N. A. | 12 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2019 | 14 |
PRELUDE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.13% | 0.65% | Q3 2019 | Q2 2023 | 14 |
NAPLES GLOBAL ADVISORS, LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
CIBC Asset Management Inc | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2016 | Q3 2019 | 13 |
Rehmann Capital Advisory Group | 7 | 2 | 0.00% | 0.05% | 0.12% | Q3 2015 | Q2 2019 | 13 |
Clear Harbor Asset Management, LLC | 13 | 13 | 0.01% | 0.05% | 0.06% | Q4 2019 | Q4 2022 | 13 |
DRW Securities, LLC | 3 | 1 | 0.01% | 0.32% | 1.44% | Q1 2017 | Q1 2023 | 13 |
OPTIMUM INVESTMENT ADVISORS | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 13 |
AMUNDI ASSET MANAGEMENT US, INC. | 6 | 1 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q1 2021 | 13 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
WOODMONT INVESTMENT COUNSEL LLC | 13 | 13 | 0.06% | 0.42% | 0.90% | Q1 2016 | Q1 2019 | 13 |
Sarasin & Partners LLP | 13 | 13 | 0.36% | 0.46% | 0.57% | Q3 2015 | Q3 2018 | 13 |
FineMark National Bank & Trust | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 13 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 13 |
Varma Mutual Pension Insurance Co | 13 | 13 | 0.12% | 0.23% | 1.11% | Q2 2019 | Q2 2022 | 13 |
TRUIST FINANCIAL CORP | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Banque Cantonale Vaudoise | 11 | 2 | 0.03% | 0.13% | 0.70% | Q4 2019 | Q3 2023 | 13 |
OLD DOMINION CAPITAL MANAGEMENT INC | 13 | 13 | 0.54% | 0.62% | 0.73% | Q3 2018 | Q3 2021 | 13 |
Mondrian Investment Partners LTD | 10 | 1 | 0.00% | 0.24% | 0.53% | Q4 2015 | Q4 2021 | 13 |
Private Capital Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 13 |
Main Management LLC | 7 | 6 | 0.02% | 0.31% | 0.52% | Q2 2016 | Q4 2022 | 13 |
SevenBridge Financial Group, LLC | 12 | 12 | 0.01% | 0.48% | 1.48% | Q2 2016 | Q1 2019 | 12 |
PALLADIEM, LLC | 12 | 12 | 0.39% | 0.55% | 0.93% | Q4 2020 | Q3 2023 | 12 |
GW&K Investment Management, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q4 2021 | 12 |
FIL Ltd | 7 | 5 | 0.00% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 12 |
Asset Management One Co., Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2017 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.10% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Ensign Peak Advisors, Inc | 12 | 12 | 0.03% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
SCOTIA CAPITAL INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Alliance Wealth Advisors, LLC | 12 | 12 | 0.25% | 0.32% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Ellis Investment Partners, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
IAG Wealth Partners, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Vestcor Inc | 11 | 1 | 0.01% | 0.60% | 1.15% | Q4 2019 | Q3 2023 | 12 |
Commonwealth Equity Services, Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2017 | 12 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.10% | 0.29% | Q2 2015 | Q3 2023 | 12 |
Belmont Capital, LLC | 12 | 12 | 0.01% | 0.01% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Garde Capital, Inc. | 12 | 12 | 0.05% | 0.20% | 0.36% | Q4 2014 | Q3 2017 | 12 |
Geneos Wealth Management Inc. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 12 |
CX Institutional | 10 | 1 | 0.00% | 0.27% | 0.45% | Q1 2019 | Q2 2022 | 12 |
BRINKER CAPITAL INC | 10 | 1 | 0.02% | 0.96% | 2.00% | Q2 2013 | Q4 2017 | 12 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 9 | 3 | 0.09% | 0.87% | 2.39% | Q1 2019 | Q3 2023 | 12 |
Argent Trust Co | 12 | 12 | 0.03% | 0.08% | 0.15% | Q1 2017 | Q4 2019 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 12 |
Kistler-Tiffany Companies, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Tradewinds Capital Management, LLC | 12 | 12 | 0.00% | 0.98% | 4.61% | Q4 2020 | Q3 2023 | 12 |
BARING ASSET MANAGEMENT Ltd | 12 | 12 | 0.02% | 0.07% | 0.15% | Q4 2014 | Q3 2017 | 12 |
Quantitative Investment Management, LLC | 4 | 1 | 0.01% | 0.47% | 1.58% | Q2 2017 | Q3 2023 | 12 |
TimesSquare Capital Management, LLC | 8 | 1 | 0.00% | 0.04% | 0.47% | Q4 2016 | Q3 2022 | 12 |
WHITE PINE CAPITAL LLC | 12 | 12 | 0.08% | 0.13% | 0.55% | Q1 2017 | Q4 2019 | 12 |
Laird Norton Wetherby Wealth Management, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Waterfront Wealth Inc. | 11 | 11 | 0.07% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 11 |
OLD SECOND NATIONAL BANK OF AURORA | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 11 |
CUTLER INVESTMENT COUNSEL LLC | 11 | 11 | 0.16% | 0.19% | 0.22% | Q2 2017 | Q4 2019 | 11 |
Cullen Capital Management, LLC | 11 | 11 | 0.05% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Solstein Capital, LLC | 6 | 1 | 0.00% | 0.48% | 1.62% | Q2 2019 | Q3 2023 | 11 |
CITY HOLDING CO | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 11 |
MAKENA CAPITAL MANAGEMENT LLC | 9 | 1 | 0.08% | 0.19% | 0.49% | Q3 2016 | Q3 2020 | 11 |
BANK HAPOALIM BM | 6 | 5 | 0.06% | 0.10% | 0.22% | Q2 2015 | Q4 2022 | 11 |
MATHER GROUP, LLC. | 7 | 1 | 0.00% | 1.43% | 2.53% | Q3 2015 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Orion Portfolio Solutions, LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.29% | 0.49% | 0.99% | Q1 2021 | Q3 2023 | 11 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.03% | 0.13% | Q2 2018 | Q2 2023 | 11 |
Cresset Asset Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.05% | 0.23% | Q1 2015 | Q1 2019 | 11 |
Independent Portfolio Consultants, Inc. | 11 | 11 | 0.00% | 0.19% | 0.96% | Q4 2014 | Q2 2017 | 11 |
New Potomac Partners, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2020 | 11 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.05% | 0.16% | Q2 2017 | Q3 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Polaris Wealth Advisory Group, LLC | 11 | 11 | 0.89% | 1.13% | 1.41% | Q1 2016 | Q3 2018 | 11 |
Grace Capital | 9 | 2 | 0.07% | 0.13% | 0.15% | Q1 2019 | Q4 2021 | 11 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 11 | 11 | 0.04% | 0.40% | 0.48% | Q3 2016 | Q1 2019 | 11 |
WCM INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2023 | 11 |
FIDUCIARY TRUST CO | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Vontobel Holding Ltd. | 11 | 11 | 0.00% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Wambolt & Associates, LLC | 11 | 11 | 0.26% | 0.48% | 0.58% | Q1 2021 | Q3 2023 | 11 |
PICTET ASSET MANAGEMENT LTD | 7 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2021 | 11 |
NS Partners Ltd | 8 | 1 | 0.04% | 0.15% | 0.52% | Q3 2017 | Q3 2023 | 11 |
ACIMA PRIVATE WEALTH, LLC | 11 | 11 | 0.01% | 0.78% | 1.20% | Q3 2019 | Q1 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Graham Capital Management, L.P. | 4 | 1 | 0.16% | 0.52% | 1.22% | Q4 2016 | Q3 2022 | 11 |
Gerber Kawasaki Wealth & Investment Management | 11 | 11 | 0.09% | 0.43% | 0.80% | Q2 2017 | Q4 2019 | 11 |
Qube Research & Technologies Ltd | 6 | 1 | 0.01% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 11 |
MACQUARIE GROUP LTD | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 11 |
Sigma Planning Corp | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 10 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 10 |
Cedar Wealth Management, LLC | 10 | 10 | 0.00% | 0.08% | 0.14% | Q4 2017 | Q1 2020 | 10 |
TRILOGY GLOBAL ADVISORS LP | 10 | 10 | 0.10% | 0.22% | 0.56% | Q3 2016 | Q4 2018 | 10 |
Qtron Investments LLC | 8 | 2 | 1.23% | 3.55% | 15.75% | Q4 2018 | Q3 2023 | 10 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SeaTown Holdings Pte. Ltd. | 7 | 1 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q4 2022 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 10 | 0.02% | 0.06% | 0.13% | Q2 2017 | Q3 2019 | 10 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | 2 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 10 |
McIlrath & Eck, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Astor Investment Management LLC | 6 | 1 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q1 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
NBW CAPITAL LLC | 10 | 10 | 0.46% | 0.79% | 0.95% | Q2 2021 | Q3 2023 | 10 |
ClariVest Asset Management LLC | 7 | 3 | 0.00% | 0.18% | 0.72% | Q1 2021 | Q3 2023 | 10 |
Jaffetilchin Investment Partners, LLC | 10 | 10 | 0.09% | 0.26% | 0.38% | Q3 2017 | Q4 2019 | 10 |
Focused Wealth Management, Inc | 7 | 1 | 0.00% | 0.03% | 0.23% | Q1 2015 | Q3 2023 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 10 | 10 | 0.07% | 0.09% | 0.10% | Q3 2015 | Q4 2017 | 10 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.01% | 0.28% | 0.38% | Q4 2018 | Q4 2022 | 10 |
1st Global Advisors, Inc. | 10 | 10 | 0.00% | 0.16% | 0.25% | Q1 2015 | Q2 2017 | 10 |
Smart Portfolios, LLC | 5 | 2 | 0.04% | 2.49% | 5.61% | Q3 2016 | Q2 2021 | 10 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Marks Group Wealth Management, Inc | 10 | 10 | 0.03% | 0.24% | 0.48% | Q4 2019 | Q1 2022 | 10 |
USCA RIA LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q2 2019 | 10 |
Cetera Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 10 | 10 | 0.02% | 0.08% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Horan Securities, Inc. | 5 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 9 |
MSI Financial Services Inc | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
VESTOR CAPITAL, LLC | 9 | 9 | 0.35% | 0.45% | 0.49% | Q3 2017 | Q3 2019 | 9 |
Itau Unibanco Holding S.A. | 8 | 1 | 0.01% | 0.14% | 0.35% | Q4 2019 | Q3 2023 | 9 |
D.A. DAVIDSON & CO. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 9 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9 | 9 | 1.12% | 1.31% | 1.46% | Q3 2021 | Q3 2023 | 9 |
EATON VANCE MANAGEMENT | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 6 | 3 | 0.03% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2019 | 9 |
Freedom Investment Management, Inc. | 2 | 1 | 0.02% | 0.09% | 0.18% | Q2 2014 | Q3 2021 | 9 |
BlackRock Institutional Trust Company, N.A. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2016 | 9 |
Oaktree Fund Advisors, LLC | 8 | 1 | 0.87% | 2.93% | 4.68% | Q2 2021 | Q3 2023 | 9 |
Clal Insurance Enterprises Holdings Ltd | 9 | 9 | 0.76% | 2.79% | 3.70% | Q2 2015 | Q2 2017 | 9 |
3EDGE Asset Management, LP | 5 | 4 | 1.67% | 3.66% | 7.69% | Q4 2016 | Q1 2022 | 9 |
Windsor Creek Advisors, LLC | 7 | 7 | 0.13% | 0.29% | 0.69% | Q2 2020 | Q4 2021 | 9 |
Almanack Investment Partners, LLC. | 5 | 4 | 0.05% | 0.43% | 1.51% | Q4 2017 | Q1 2020 | 9 |
Berman Capital Advisors, LLC | 9 | 9 | 0.03% | 1.08% | 2.15% | Q4 2017 | Q4 2019 | 9 |
TSFG, LLC | 9 | 9 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q1 2022 | 9 |
Ashmore Group plc | 9 | 9 | 0.11% | 0.29% | 0.52% | Q4 2014 | Q4 2016 | 9 |
Lindbrook Capital, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
LMCG INVESTMENTS, LLC | 9 | 9 | 0.01% | 0.24% | 0.35% | Q3 2013 | Q3 2015 | 9 |
VONTOBEL ASSET MANAGEMENT INC | 6 | 3 | 0.04% | 0.05% | 0.08% | Q4 2015 | Q1 2020 | 9 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NVWM, LLC | 9 | 9 | 0.32% | 0.36% | 0.41% | Q3 2021 | Q3 2023 | 9 |
SeaBridge Investment Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 9 |
Covenant Multifamily Offices, LLC | 9 | 9 | 0.17% | 0.25% | 0.31% | Q2 2019 | Q2 2021 | 9 |
CUMBERLAND ADVISORS INC | 5 | 4 | 0.60% | 1.23% | 1.78% | Q1 2014 | Q3 2023 | 9 |
Virtus Fund Advisers, LLC | 5 | 4 | 0.00% | 7.95% | 21.99% | Q3 2016 | Q3 2023 | 9 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 1 | 0.00% | 0.06% | 0.15% | Q2 2016 | Q1 2022 | 9 |
BlackRock Group LTD | 9 | 9 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q4 2016 | 9 |
SYNOVUS FINANCIAL CORP | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2020 | 9 |
BlackRock Investment Management, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q4 2016 | 9 |
Fiera Capital Corp | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 9 |
IndexIQ Advisors LLC | 9 | 9 | 0.00% | 0.12% | 0.31% | Q1 2015 | Q1 2017 | 9 |
ADELL HARRIMAN & CARPENTER INC | 9 | 9 | 0.05% | 0.21% | 0.34% | Q2 2017 | Q2 2019 | 9 |
MANNING & NAPIER ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 9 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
DIMENSION CAPITAL MANAGEMENT LLC | 8 | 8 | 0.05% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
FIRST MIDWEST BANK TRUST DIVISION | 8 | 8 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q4 2019 | 8 |
AlphaCentric Advisors LLC | 6 | 2 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 8 |
Bangor Savings Bank | 8 | 8 | 0.08% | 0.26% | 0.42% | Q1 2018 | Q4 2019 | 8 |
ClearBridge Investments | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 8 |
VANGUARD GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Karp Capital Management Corp | 7 | 1 | 1.21% | 1.45% | 2.16% | Q4 2019 | Q3 2022 | 8 |
Mount Lucas Management LP | 6 | 2 | 0.23% | 0.34% | 0.62% | Q3 2020 | Q3 2023 | 8 |
Narwhal Capital Management | 8 | 8 | 0.05% | 0.11% | 0.19% | Q1 2018 | Q4 2019 | 8 |
Pekin Hardy Strauss, Inc. | 6 | 2 | 0.03% | 0.17% | 0.22% | Q1 2021 | Q3 2023 | 8 |
Aptus Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
PACK Private Wealth, LLC | 8 | 8 | 0.26% | 0.28% | 0.30% | Q4 2021 | Q3 2023 | 8 |
EASTERLY INVESTMENT PARTNERS LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Citizens Business Bank | 8 | 8 | 0.05% | 0.09% | 0.15% | Q2 2021 | Q1 2023 | 8 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Apriem Advisors | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2018 | 8 |
AFAM CAPITAL, INC. | 7 | 1 | 0.09% | 0.47% | 0.76% | Q2 2013 | Q2 2018 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.65% | 0.72% | 0.79% | Q4 2021 | Q3 2023 | 8 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.17% | 0.31% | Q1 2016 | Q3 2023 | 8 |
Telemetry Investments, L.L.C. | 7 | 1 | 0.26% | 0.76% | 1.29% | Q2 2020 | Q3 2022 | 8 |
Twin Lakes Capital Management, LLC | 5 | 3 | 0.23% | 0.27% | 0.30% | Q3 2021 | Q3 2023 | 8 |
TD Capital Management LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Mitsubishi UFJ Trust & Banking Corp | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q4 2019 | 8 |
MARVIN & PALMER ASSOCIATES INC | 3 | 1 | 0.65% | 0.95% | 1.32% | Q4 2014 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 8 |
Stratos Wealth Advisors, LLC | 5 | 3 | 0.02% | 0.14% | 0.30% | Q3 2020 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
BREWIN DOLPHIN LTD | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 7 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 7 | 0.00% | 0.14% | 0.43% | Q4 2014 | Q2 2016 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Ackerman Capital Advisors, LLC | 5 | 1 | 0.00% | 0.07% | 0.08% | Q2 2019 | Q2 2021 | 7 |
Chicago Partners Investment Group LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 7 |
Mechanics Bank Trust Department | 7 | 7 | 0.10% | 0.11% | 0.14% | Q3 2016 | Q1 2018 | 7 |
C M BIDWELL & ASSOCIATES LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BlackRock Fund Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2020 | 7 |
Man Group plc | 5 | 2 | 0.01% | 0.15% | 0.26% | Q3 2018 | Q3 2023 | 7 |
First Command Bank | 7 | 7 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q2 2018 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 7 | 0.01% | 0.09% | 0.22% | Q1 2022 | Q3 2023 | 7 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 3 | 1 | 0.07% | 0.51% | 2.51% | Q4 2016 | Q3 2023 | 7 |
PICTET BANK & TRUST Ltd | 7 | 7 | 1.12% | 1.40% | 1.62% | Q4 2018 | Q2 2020 | 7 |
Westside Investment Management, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2018 | 7 |
Paloma Partners Management Co | 4 | 3 | 0.00% | 0.05% | 0.13% | Q2 2018 | Q3 2020 | 7 |
Virtu KCG Holdings LLC | 4 | 3 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q2 2017 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 7 |
CABOT WEALTH MANAGEMENT INC | 7 | 7 | 0.15% | 0.20% | 0.23% | Q4 2015 | Q2 2017 | 7 |
Sargent Bickham Lagudis LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
Susquehanna International Group Ltd. | 3 | 1 | 0.15% | 1.72% | 6.35% | Q2 2019 | Q3 2023 | 7 |
Crossmark Global Holdings, Inc. | 6 | 1 | 0.01% | 0.03% | 0.03% | Q3 2016 | Q4 2018 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
WealthShield Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 7 |
MASON STREET ADVISORS, LLC | 7 | 7 | 0.35% | 0.38% | 0.42% | Q1 2015 | Q3 2016 | 7 |
TCI Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 7 |
CADINHA & CO LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q3 2018 | 7 |
First Command Financial Services, Inc. | 7 | 7 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2018 | 7 |
Bedell Frazier Investment Counselling, LLC | 5 | 2 | 1.73% | 2.77% | 3.31% | Q1 2019 | Q3 2023 | 7 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 7 | 7 | 0.05% | 0.10% | 0.15% | Q2 2019 | Q4 2020 | 7 |
LCNB CORP | 7 | 7 | 0.14% | 0.57% | 0.98% | Q1 2022 | Q3 2023 | 7 |
Moneda S.A. Administradora General de Fondos | 7 | 7 | 0.38% | 0.61% | 0.87% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2020 | 7 |
Veritable, L.P. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2016 | 7 |
FACTORY MUTUAL INSURANCE CO | 5 | 2 | 0.21% | 0.26% | 0.48% | Q4 2020 | Q3 2023 | 7 |
Asset Dedication, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 7 |
EVOKE WEALTH, LLC | 6 | 1 | 0.02% | 0.04% | 0.14% | Q3 2019 | Q2 2021 | 7 |
Shamrock Asset Management LLC | 5 | 2 | 0.00% | 0.24% | 1.57% | Q1 2015 | Q1 2018 | 7 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2020 | 6 |
Dai-ichi Life Insurance Company, Ltd | 6 | 6 | 0.07% | 0.54% | 0.91% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FWL INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.03% | 1.54% | 2.08% | Q4 2020 | Q3 2023 | 6 |
Fullerton Fund Management Co Ltd. | 2 | 1 | 0.03% | 1.11% | 2.26% | Q4 2020 | Q3 2023 | 6 |
BHF Kleinwort Benson Group S.A. | 6 | 6 | 0.26% | 0.43% | 0.74% | Q4 2014 | Q1 2016 | 6 |
Ledyard National Bank | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 2 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 6 |
Pinnacle Wealth Management Advisory Group, LLC | 5 | 1 | 0.08% | 0.12% | 0.13% | Q2 2017 | Q4 2019 | 6 |
Patriot Financial Group Insurance Agency, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2021 | 6 |
Vantage Investment Partners, LLC | 6 | 6 | 0.03% | 0.16% | 0.51% | Q4 2017 | Q1 2019 | 6 |
Yorktown Management & Research Co Inc | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q4 2016 | 6 |
RONALD BLUE & CO LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q2 2017 | 6 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q4 2019 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 3 | 0.02% | 0.08% | 0.15% | Q4 2014 | Q3 2023 | 6 |
Edge Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q2 2018 | 6 |
VisionPoint Advisory Group, LLC | 5 | 1 | 0.04% | 0.70% | 1.30% | Q4 2020 | Q2 2023 | 6 |
NatWest Group plc | 5 | 1 | 0.01% | 0.04% | 0.11% | Q4 2014 | Q3 2016 | 6 |
Columbus Macro, LLC | 2 | 1 | 0.14% | 0.25% | 0.36% | Q1 2020 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
BENJAMIN EDWARDS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
GUGGENHEIM CAPITAL LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Bridgewater Associates | 6 | 6 | 0.01% | 0.86% | 1.82% | Q1 2019 | Q2 2020 | 6 |
AlphaMark Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2018 | 6 |
Hilltop Holdings Inc. | 2 | 1 | 0.03% | 0.31% | 0.60% | Q1 2021 | Q3 2023 | 6 |
COMMONWEALTH BANK OF AUSTRALIA | 5 | 1 | 0.00% | 0.03% | 0.13% | Q1 2015 | Q2 2017 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 6 |
AMF Tjanstepension AB | 6 | 6 | 0.01% | 0.15% | 0.42% | Q4 2014 | Q1 2016 | 6 |
Evolution Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.26% | 0.58% | Q4 2018 | Q3 2023 | 6 |
PARK NATIONAL CORP /OH/ | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 6 |
Snowden Capital Advisors LLC | 3 | 3 | 0.04% | 0.07% | 0.15% | Q1 2018 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.14% | 0.17% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Verition Fund Management LLC | 2 | 1 | 0.01% | 0.03% | 0.09% | Q3 2016 | Q2 2020 | 6 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 4 | 1 | 0.00% | 0.06% | 0.30% | Q3 2016 | Q1 2020 | 6 |
ONTARIO TEACHERS PENSION PLAN BOARD | 6 | 6 | 0.13% | 0.18% | 0.23% | Q2 2015 | Q3 2016 | 6 |
Accuvest Global Advisors | 3 | 1 | 0.27% | 0.81% | 2.35% | Q3 2018 | Q4 2022 | 6 |
Covestor Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.07% | 0.32% | Q1 2020 | Q2 2023 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 4 | 1 | 0.16% | 0.21% | 0.29% | Q4 2018 | Q4 2021 | 5 |
GLOBEFLEX CAPITAL L P | 5 | 5 | 0.14% | 0.23% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Trek Financial, LLC | 3 | 2 | 0.03% | 0.26% | 0.81% | Q1 2021 | Q3 2023 | 5 |
Sunbelt Securities, Inc. | 2 | 1 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 5 |
SG3 Management, LLC | 2 | 1 | 0.14% | 0.29% | 0.48% | Q1 2020 | Q4 2022 | 5 |
CORRADO ADVISORS, LLC | 4 | 1 | 0.00% | 0.25% | 0.32% | Q1 2019 | Q4 2022 | 5 |
SEGALL BRYANT & HAMILL, LLC | 5 | 5 | 0.15% | 0.17% | 0.19% | Q1 2018 | Q1 2019 | 5 |
MITCHELL CAPITAL MANAGEMENT CO | 5 | 5 | 0.16% | 0.17% | 0.19% | Q1 2019 | Q1 2020 | 5 |
IHT Wealth Management, LLC | 4 | 1 | 0.01% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 5 |
Miracle Mile Advisors, LLC | 4 | 1 | 0.02% | 0.18% | 0.26% | Q3 2020 | Q3 2023 | 5 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Capital Planning Advisors, LLC | 4 | 1 | 0.00% | 0.18% | 0.44% | Q2 2015 | Q3 2019 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Elmwood Wealth Management, Inc. | 4 | 1 | 0.18% | 0.23% | 0.28% | Q1 2018 | Q1 2020 | 5 |
BROWN ADVISORY INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2020 | 5 |
Beaumont Capital Management, LLC | 5 | 5 | 0.65% | 0.75% | 0.94% | Q3 2022 | Q3 2023 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q1 2016 | 5 |
MOODY NATIONAL BANK TRUST DIVISION | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
IEQ CAPITAL, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
STALEY CAPITAL ADVISERS INC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
AGF Investments America Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
ING GROEP NV | 4 | 1 | 0.01% | 0.07% | 0.32% | Q1 2015 | Q1 2018 | 5 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.02% | 0.13% | 0.22% | Q1 2019 | Q1 2022 | 5 |
NOMURA HOLDINGS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
Edge Capital Group, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q4 2019 | 5 |
New Vernon Capital Holdings II LLC | 4 | 1 | 0.76% | 2.53% | 5.66% | Q1 2019 | Q1 2021 | 5 |
Cornerstone Wealth Management, LLC | 3 | 2 | 0.00% | 0.08% | 0.15% | Q2 2017 | Q3 2018 | 5 |
J.P. Marvel Investment Advisors, LLC | 5 | 5 | 0.50% | 0.53% | 0.58% | Q2 2017 | Q2 2018 | 5 |
Cetera Investment Advisers | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 5 |
O'Dell Group, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 5 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.03% | 0.07% | Q1 2015 | Q1 2020 | 5 |
WEXFORD CAPITAL LP | 3 | 1 | 0.19% | 0.87% | 1.43% | Q3 2016 | Q4 2022 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.77% | 0.86% | 0.95% | Q3 2022 | Q3 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q2 2021 | 5 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
RUSSELL FRANK CO/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Stonebridge Capital Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 5 |
BAILARD, INC. | 4 | 1 | 0.01% | 0.01% | 0.04% | Q3 2018 | Q4 2021 | 5 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q4 2015 | 5 |
Avondale Wealth Management | 5 | 5 | 0.30% | 6.61% | 9.07% | Q4 2017 | Q4 2018 | 5 |
Caption Management, LLC | 2 | 1 | 0.00% | 0.20% | 0.80% | Q1 2020 | Q3 2023 | 5 |
CHANNING GLOBAL ADVISORS, LLC | 5 | 5 | 2.90% | 4.73% | 5.98% | Q4 2021 | Q4 2022 | 5 |
Private Advisory Group LLC | 5 | 5 | 1.01% | 1.15% | 1.33% | Q2 2018 | Q2 2019 | 5 |
United Asset Strategies, Inc. | 4 | 1 | 0.18% | 0.30% | 0.45% | Q4 2017 | Q1 2019 | 5 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 4 | 1 | 0.44% | 0.58% | 0.80% | Q2 2021 | Q4 2023 | 5 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q3 2023 | 5 |
AMP Capital Investors Ltd | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q4 2019 | 5 |
Regal Wealth Group, Inc. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 5 |
Horizon Investments, LLC | 2 | 1 | 0.00% | 1.95% | 3.33% | Q1 2014 | Q3 2023 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 2 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q2 2018 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 5 | 5 | 0.39% | 0.89% | 1.14% | Q4 2014 | Q4 2015 | 5 |
TORONTO DOMINION BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 5 |
Perpetual Ltd | 3 | 2 | 0.03% | 0.07% | 0.13% | Q4 2016 | Q3 2023 | 5 |
AlphaCore Capital LLC | 3 | 2 | 0.00% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 5 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2016 | 5 |
Weatherstone Capital Management | 5 | 5 | 0.15% | 0.19% | 0.30% | Q2 2017 | Q2 2018 | 5 |
Phoenix Holdings Ltd. | 4 | 1 | 0.02% | 0.90% | 1.57% | Q1 2021 | Q3 2023 | 5 |
Aspen Investment Management Inc | 4 | 4 | 0.22% | 0.25% | 0.30% | Q1 2018 | Q4 2018 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Wellington Shields Capital Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q2 2018 | 4 |
CAPSTONE ASSET MANAGEMENT CO | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q2 2017 | 4 |
Marquette Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HERMES INVESTMENT MANAGEMENT LTD | 3 | 1 | 0.02% | 0.22% | 0.33% | Q1 2016 | Q1 2018 | 4 |
QCI ASSET MANAGEMENT INC/NY | 3 | 1 | 0.02% | 0.87% | 1.25% | Q3 2019 | Q3 2020 | 4 |
BROWN BROTHERS HARRIMAN & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
OppenheimerFunds, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
OSSIAM | 4 | 4 | 1.34% | 1.98% | 3.34% | Q4 2018 | Q3 2019 | 4 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2021 | 4 |
ALTFEST L J & CO INC | 2 | 2 | 0.36% | 0.52% | 0.81% | Q3 2022 | Q3 2023 | 4 |
Progeny 3, Inc. | 4 | 4 | 2.95% | 3.17% | 3.40% | Q4 2017 | Q3 2018 | 4 |
Private Wealth Advisors, LLC | 4 | 4 | 0.44% | 0.48% | 0.51% | Q1 2021 | Q4 2021 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.01% | 0.06% | 0.17% | Q1 2020 | Q3 2023 | 4 |
WESPAC Advisors, LLC | 2 | 2 | 0.49% | 1.04% | 1.66% | Q1 2021 | Q3 2023 | 4 |
AIA Investment Management Private Ltd | 4 | 4 | 1.33% | 1.99% | 2.90% | Q1 2018 | Q4 2018 | 4 |
Banco de Sabadell, S.A | 4 | 4 | 0.29% | 0.46% | 0.64% | Q4 2017 | Q3 2018 | 4 |
Integrated Investment Consultants, LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Crabel Capital Management, LLC | 2 | 1 | 0.05% | 0.11% | 0.24% | Q1 2021 | Q1 2023 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q1 2017 | 4 |
Guild Investment Management, Inc. | 3 | 1 | 3.69% | 4.91% | 7.81% | Q2 2016 | Q4 2017 | 4 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2015 | 4 |
MRP Capital Investments, LLC | 4 | 4 | 0.47% | 0.97% | 1.49% | Q4 2022 | Q3 2023 | 4 |
Bluefin Trading, LLC | 1 | 1 | 0.04% | 0.12% | 0.26% | Q3 2016 | Q1 2019 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.06% | 0.08% | Q4 2017 | Q3 2018 | 4 |
DUNCKER STREETT & CO INC | 4 | 4 | 0.28% | 0.31% | 0.35% | Q4 2017 | Q3 2018 | 4 |
VAN ECK ASSOCIATES CORP | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q2 2018 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.06% | Q2 2023 | Q3 2023 | 4 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.06% | 0.10% | 0.17% | Q2 2017 | Q3 2023 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 1 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q4 2017 | 4 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q4 2021 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.01% | 0.01% | 0.04% | Q2 2015 | Q3 2018 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.59% | 1.17% | 1.67% | Q4 2022 | Q3 2023 | 4 |
MOODY ALDRICH PARTNERS LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Northcape Capital Pty Ltd | 3 | 1 | 0.07% | 0.08% | 0.09% | Q1 2019 | Q4 2020 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 4 |
LFA - Lugano Financial Advisors SA | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 4 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 4 | 0.00% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CALDWELL & ORKIN INC | 2 | 1 | 1.11% | 1.24% | 1.53% | Q4 2014 | Q3 2017 | 4 |
Sentinus, LLC | 4 | 4 | 0.36% | 0.48% | 0.61% | Q3 2022 | Q2 2023 | 4 |
Iron Horse Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
REGENTATLANTIC CAPITAL LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2022 | 4 |
RVW Wealth, LLC | 4 | 4 | 0.19% | 0.26% | 0.34% | Q1 2019 | Q4 2019 | 4 |
JENNISON ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
SOLARIS ASSET MANAGEMENT LLC | 3 | 1 | 0.05% | 0.27% | 0.51% | Q1 2015 | Q1 2018 | 4 |
Sterling Investment Advisors, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.08% | 0.09% | 0.11% | Q2 2017 | Q1 2018 | 4 |
GRIMES & COMPANY, INC. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q1 2019 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 4 | 0.07% | 0.10% | 0.14% | Q2 2021 | Q1 2022 | 4 |
SRS Capital Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 4 |
Mach-1 Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
B. Riley Wealth Management, Inc. | 3 | 1 | 0.02% | 0.06% | 0.11% | Q1 2015 | Q1 2019 | 4 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q1 2023 | 4 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
Eastover Investment Advisors LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2023 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD | 4 | 4 | 1.13% | 1.33% | 1.82% | Q1 2015 | Q4 2015 | 4 |
Euclidean Capital LLC | 4 | 4 | 22.54% | 28.66% | 41.45% | Q4 2022 | Q3 2023 | 4 |
BRAVE ASSET MANAGEMENT INC | 3 | 1 | 0.04% | 0.06% | 0.13% | Q1 2016 | Q1 2018 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q3 2021 | Q2 2022 | 4 |
Avestar Capital, LLC | 3 | 1 | 0.03% | 0.28% | 1.04% | Q4 2017 | Q2 2019 | 4 |
National Pension Service | 3 | 3 | 0.00% | 0.32% | 0.57% | Q4 2014 | Q2 2015 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.12% | 0.23% | 0.29% | Q4 2020 | Q2 2022 | 3 |
Virtus Investment Advisers, Inc. | 2 | 1 | 0.33% | 0.34% | 0.35% | Q3 2016 | Q3 2017 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
Continuum Advisory, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q4 2021 | 3 |
OVERSEA-CHINESE BANKING Corp Ltd | 3 | 3 | 0.13% | 0.17% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Financial Partners, LLC | 2 | 1 | 0.34% | 0.68% | 0.85% | Q1 2016 | Q3 2017 | 3 |
B. Riley Financial, Inc. | 3 | 3 | 0.06% | 0.10% | 0.13% | Q4 2017 | Q2 2018 | 3 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q2 2021 | Q2 2022 | 3 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q3 2021 | 3 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 3 | 0.18% | 0.21% | 0.27% | Q4 2018 | Q2 2019 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
CREDIT AGRICOLE S A | 2 | 1 | 0.01% | 0.05% | 0.10% | Q4 2014 | Q4 2015 | 3 |
Caprock Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Stadion Money Management, LLC | 3 | 3 | 0.64% | 0.66% | 0.70% | Q2 2017 | Q4 2017 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
NorthCoast Asset Management LLC | 1 | 1 | 0.02% | 0.07% | 0.13% | Q2 2019 | Q3 2021 | 3 |
American Beacon Advisors, Inc. | 3 | 3 | 22.50% | 37.12% | 48.20% | Q4 2018 | Q2 2019 | 3 |
PICTET ASSET MANAGEMENT SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q1 2016 | 3 |
NWI MANAGEMENT LP | 3 | 3 | 5.78% | 6.28% | 6.79% | Q3 2019 | Q1 2020 | 3 |
LGT CAPITAL PARTNERS LTD. | 3 | 3 | 2.81% | 3.35% | 4.13% | Q3 2016 | Q1 2017 | 3 |
QS Investors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Atom Investors LP | 2 | 1 | 0.04% | 0.30% | 0.68% | Q1 2020 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Friedenthal Financial | 1 | 1 | 3.20% | 3.86% | 4.80% | Q1 2021 | Q3 2022 | 3 |
MONTAG A & ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Legato Capital Management LLC | 3 | 3 | 0.20% | 7.31% | 15.95% | Q4 2016 | Q2 2017 | 3 |
Daiwa Securities Group Inc. | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q3 2021 | 3 |
Seven Bridges Advisors LLC | 2 | 1 | 2.19% | 9.37% | 21.19% | Q1 2016 | Q3 2018 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q2 2017 | Q4 2017 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.07% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 3 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.10% | 0.20% | Q1 2017 | Q3 2018 | 3 |
QCM Cayman, Ltd. | 2 | 1 | 0.72% | 1.29% | 1.71% | Q4 2020 | Q3 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Surevest, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Randolph Co Inc | 3 | 3 | 0.98% | 1.08% | 1.22% | Q1 2023 | Q3 2023 | 3 |
Polunin Capital Partners Ltd | 3 | 3 | 1.12% | 1.23% | 1.36% | Q2 2019 | Q4 2019 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Van Hulzen Asset Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sovarnum Capital L.P. | 2 | 1 | 0.18% | 0.77% | 1.65% | Q4 2017 | Q2 2019 | 3 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Eagle Strategies LLC | 3 | 3 | 0.29% | 0.40% | 0.60% | Q1 2023 | Q3 2023 | 3 |
Edge Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2017 | 3 |
WESTPAC BANKING CORP | 2 | 1 | 0.01% | 0.10% | 0.21% | Q1 2015 | Q1 2019 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 3 |
PEAK FINANCIAL ADVISORS LLC | 2 | 1 | 1.45% | 3.14% | 5.70% | Q4 2020 | Q3 2023 | 3 |
Nan Shan Life Insurance Co., Ltd. | 3 | 3 | 0.09% | 0.11% | 0.12% | Q2 2018 | Q4 2018 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Oasis Management Co Ltd. | 2 | 1 | 0.02% | 0.27% | 0.76% | Q4 2020 | Q3 2021 | 3 |
Virtus ETF Advisers LLC | 3 | 3 | 0.54% | 0.90% | 1.09% | Q4 2017 | Q2 2018 | 3 |
SMITH SHELLNUT WILSON LLC /ADV | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 3 |
Catamount Wealth Management | 2 | 1 | 0.00% | 0.04% | 0.12% | Q1 2015 | Q3 2018 | 3 |
Grandeur Peak Global Advisors, LLC | 3 | 3 | 0.25% | 0.37% | 0.48% | Q4 2015 | Q2 2016 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Angeles Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
AMG Funds LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2016 | Q2 2017 | 3 |
Duquesne Family Office | 3 | 3 | 0.73% | 2.07% | 3.54% | Q3 2019 | Q1 2020 | 3 |
SFI Advisors, LLC | 3 | 3 | 0.79% | 0.93% | 1.10% | Q1 2023 | Q3 2023 | 3 |
Country Club Trust Company, n.a. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2014 | Q2 2015 | 3 |
Arlington Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Red Tortoise LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 3 |
Origin Asset Management LLP | 3 | 3 | 0.56% | 0.70% | 0.91% | Q3 2019 | Q1 2020 | 3 |
Hosking & Co Ltd | 3 | 3 | 0.21% | 0.25% | 0.30% | Q4 2014 | Q2 2015 | 3 |
Brevan Howard Capital Management LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.05% | 0.08% | Q4 2014 | Q1 2022 | 3 |
Metis Global Partners, LLC | 3 | 3 | 0.08% | 0.21% | 0.38% | Q4 2021 | Q2 2022 | 3 |
Merriman Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Boothe Investment Group, Inc. | 3 | 3 | 3.82% | 4.14% | 4.63% | Q2 2019 | Q4 2019 | 3 |
STRATEGIC WEALTH MANAGEMENT INC | 3 | 3 | 5.40% | 5.65% | 5.86% | Q1 2018 | Q3 2018 | 3 |
STEADFAST CAPITAL MANAGEMENT LP | 2 | 1 | 0.08% | 0.23% | 0.38% | Q1 2019 | Q4 2019 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2017 | 3 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 3 | 3 | 0.22% | 0.30% | 0.36% | Q1 2023 | Q3 2023 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.26% | 0.26% | 0.27% | Q4 2021 | Q2 2022 | 3 |
Korea Investment CORP | 2 | 1 | 0.01% | 0.05% | 0.12% | Q2 2022 | Q3 2023 | 3 |
Intellectus Partners, LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 3 |
Harvest Fund Management Co., Ltd | 2 | 1 | 0.01% | 0.03% | 0.03% | Q4 2017 | Q3 2019 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.01% | 0.07% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Watershed Asset Management, L.L.C. | 2 | 1 | 2.31% | 4.31% | 5.41% | Q4 2021 | Q3 2023 | 3 |
Providence Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.11% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Kaizen Financial Strategies | 2 | 1 | 0.28% | 0.34% | 0.41% | Q1 2021 | Q4 2021 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Baldwin Investment Management, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Perigon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 1.82% | 1.87% | 1.92% | Q1 2015 | Q3 2016 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Key FInancial Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Boltwood Capital Management | 2 | 2 | 0.08% | 0.11% | 0.13% | Q3 2023 | Q4 2023 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
INVESTMENT PARTNERS, LTD. | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.26% | 0.35% | 0.44% | Q3 2016 | Q4 2016 | 2 |
TEACHERS ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.13% | 0.15% | 0.16% | Q3 2017 | Q4 2017 | 2 |
Hefty Wealth Partners | 1 | 1 | 0.43% | 0.47% | 0.50% | Q4 2015 | Q3 2016 | 2 |
ZEVIN ASSET MANAGEMENT LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q4 2017 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Hillsdale Investment Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.00% | 0.07% | 0.14% | Q2 2019 | Q1 2023 | 2 |
PenderFund Capital Management Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.42% | 0.44% | 0.45% | Q2 2023 | Q3 2023 | 2 |
Atria Investments, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Lake Hills Wealth Management, LLC | 2 | 2 | 1.12% | 4.10% | 7.08% | Q2 2023 | Q3 2023 | 2 |
INDUS CAPITAL PARTNERS, LLC | 1 | 1 | 1.02% | 1.91% | 2.79% | Q3 2019 | Q2 2022 | 2 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2017 | Q3 2017 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.28% | 0.53% | Q4 2020 | Q1 2023 | 2 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
TIFF ADVISORY SERVICES, LLC | 2 | 2 | 0.40% | 0.48% | 0.56% | Q1 2019 | Q2 2019 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Blueprint Investment Partners LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q3 2022 | Q4 2022 | 2 |
SUN LIFE FINANCIAL INC | 2 | 2 | 5.86% | 6.88% | 7.90% | Q2 2023 | Q3 2023 | 2 |
Infini Master Fund | 2 | 2 | 1.64% | 2.09% | 2.53% | Q3 2021 | Q4 2021 | 2 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.84% | 1.11% | 1.38% | Q2 2015 | Q3 2018 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Rampart Investment Management Company, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2019 | Q2 2019 | 2 |
ExodusPoint Capital Management, LP | 2 | 2 | 2.82% | 4.03% | 5.24% | Q4 2018 | Q1 2019 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2020 | 2 |
TURNER INVESTMENTS LLC | 2 | 2 | 0.13% | 0.15% | 0.18% | Q4 2014 | Q1 2015 | 2 |
Castellan Group | 2 | 2 | 0.33% | 0.64% | 0.95% | Q1 2021 | Q2 2021 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2021 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Pacer Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Texas Yale Capital Corp. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
FSA Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Chesley Taft & Associates LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Windhaven Investment Management, Inc. | 2 | 2 | 1.96% | 1.99% | 2.02% | Q4 2014 | Q1 2015 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2017 | Q3 2017 | 2 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 2 |
Asset Management Resources, LLC | 2 | 2 | 0.34% | 0.35% | 0.37% | Q4 2021 | Q1 2022 | 2 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
British Airways Pensions Investment Management Ltd | 2 | 2 | 0.12% | 0.21% | 0.29% | Q3 2015 | Q4 2015 | 2 |
HCR Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Navigation Wealth Management, Inc. | 1 | 1 | 0.22% | 1.70% | 3.18% | Q1 2021 | Q3 2021 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 1.68% | 1.84% | 2.00% | Q2 2023 | Q3 2023 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Riverview Capital Advisers, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Zurich Insurance Group Ltd/FI | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Wilks Brothers, LLC | 2 | 2 | 0.72% | 1.02% | 1.31% | Q2 2018 | Q3 2018 | 2 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
EQUITABLE TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
New Harbor Financial Group, LLC | 2 | 2 | 0.10% | 1.54% | 2.98% | Q2 2023 | Q3 2023 | 2 |
Clientfirst Wealth Management, LLC | 2 | 2 | 0.45% | 0.46% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q2 2017 | 2 |
STEPHENS INC /AR/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2019 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
PRIMORIS WEALTH ADVISORS, LLC | 2 | 2 | 4.22% | 4.50% | 4.77% | Q2 2023 | Q3 2023 | 2 |
Biltmore Family Office, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Boston Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q3 2017 | Q2 2018 | 2 |
XR Securities LLC | 1 | 1 | 0.02% | 0.07% | 0.13% | Q2 2022 | Q2 2022 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Alden Global Capital LLC | 2 | 2 | 1.57% | 2.43% | 3.30% | Q1 2019 | Q2 2019 | 2 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 2 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 1.19% | 1.22% | 1.24% | Q4 2020 | Q1 2021 | 2 |
HAYS ADVISORY LLC | 2 | 2 | 1.27% | 1.30% | 1.34% | Q4 2014 | Q1 2015 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.08% | 0.16% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
JANUS HENDERSON GROUP PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2016 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2015 | Q2 2015 | 2 |
Exos TFP Holdings LLC | 2 | 2 | 0.20% | 0.24% | 0.29% | Q3 2022 | Q4 2022 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.13% | 0.24% | 0.34% | Q3 2022 | Q4 2022 | 2 |
Choate Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 2 |
Arvest Bank Trust Division | 2 | 2 | 0.37% | 0.39% | 0.40% | Q1 2021 | Q2 2021 | 2 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 2 | 2 | 0.21% | 0.46% | 0.70% | Q4 2020 | Q1 2021 | 2 |
Belmont Global Advisors, Inc. | 2 | 2 | 0.28% | 0.41% | 0.54% | Q2 2016 | Q3 2016 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 2 |
Alphadyne Asset Management LP | 2 | 2 | 14.89% | 18.89% | 22.89% | Q3 2019 | Q4 2019 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.05% | 0.09% | 0.14% | Q3 2019 | Q3 2021 | 2 |
Proficio Capital Partners LLC | 1 | 1 | 0.06% | 0.36% | 0.66% | Q1 2021 | Q4 2022 | 2 |
Crestone Asset Management LLC | 2 | 2 | 0.56% | 0.59% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Ferris Capital, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q2 2020 | 2 |
INTREPID FAMILY OFFICE LLC | 2 | 2 | 3.54% | 3.85% | 4.16% | Q2 2023 | Q3 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.07% | 0.14% | Q4 2017 | Q2 2018 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.06% | 0.13% | Q4 2017 | Q4 2018 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.14% | 0.18% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Copper Rock Capital Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
All Season Financial Advisors, Inc. | 2 | 2 | 0.58% | 0.87% | 1.15% | Q2 2023 | Q3 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 2 |
Activest Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.37% | 0.39% | 0.41% | Q1 2017 | Q2 2017 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 2 | 0.07% | 0.10% | 0.13% | Q4 2014 | Q1 2015 | 2 |
Waterloo Capital, L.P. | 2 | 2 | 0.07% | 0.36% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Gator Capital Management, LLC | 2 | 2 | 0.43% | 0.44% | 0.45% | Q4 2017 | Q1 2018 | 2 |
PEAR TREE ADVISORS INC | 2 | 2 | 0.19% | 0.22% | 0.25% | Q1 2016 | Q2 2016 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q4 2022 | 2 |
Infini Capital Management Ltd | 2 | 2 | 1.64% | 2.09% | 2.53% | Q3 2021 | Q4 2021 | 2 |
Robeco Institutional Asset Management B.V. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Euclid Advisors LLC | 1 | 1 | 0.26% | 0.28% | 0.30% | Q2 2015 | Q2 2016 | 2 |
Clearstead Trust, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q2 2018 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2014 | Q1 2015 | 2 |
Rothschild Capital Partners, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q3 2016 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 2 |
EMFO, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CSM Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2022 | Q4 2022 | 2 |
Founders Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
PROVIDA PENSION FUND ADMINISTRATOR | 2 | 2 | 1.43% | 1.73% | 2.03% | Q3 2022 | Q4 2022 | 2 |
Family Management Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Highstreet Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 2 |
West Oak Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
MACKAY SHIELDS LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2019 | 2 |
GAVEA INVESTIMENTOS LTDA | 1 | 1 | 1.91% | 7.24% | 12.57% | Q2 2015 | Q3 2016 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.07% | 0.11% | Q4 2014 | Q2 2020 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Nuveen Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 2 |
COLONY GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
GQG Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Doman Group, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2021 | Q4 2021 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 3.44% | 3.44% | 3.44% | Q4 2019 | Q4 2019 | 1 |
Impala Asset Management LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2021 | Q1 2021 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2019 | Q1 2019 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2017 | Q4 2017 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2016 | Q4 2016 | 1 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
AXS Investments LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
COMGEST GLOBAL INVESTORS S.A.S. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
State of Wyoming | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Renaissance Technologies | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
LVZ, Inc. | 1 | 1 | 3.54% | 3.54% | 3.54% | Q4 2018 | Q4 2018 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2019 | Q3 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
South Shore Capital Advisors | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2022 | Q3 2022 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Leibman Financial Services, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2023 | Q4 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Longer Investments Inc. | 1 | 1 | 1.98% | 1.98% | 1.98% | Q1 2016 | Q1 2016 | 1 |
RBF Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q2 2023 | Q2 2023 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
MYDA Advisors LLC | 1 | 1 | 2.21% | 2.21% | 2.21% | Q3 2019 | Q3 2019 | 1 |
Game Creek Capital, LP | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2017 | Q4 2017 | 1 |
BPV Resources, LLC | 1 | 1 | 4.48% | 4.48% | 4.48% | Q1 2015 | Q1 2015 | 1 |
AIA Investment Management HK Ltd | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2020 | Q3 2020 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2015 | Q1 2015 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2016 | Q3 2016 | 1 |
Baker Ellis Asset Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
GoldenTree Asset Management | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PLATINUM INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
LaSalle St. Investment Advisors, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Coastline Trust Co | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Canvas Wealth Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 4.96% | 4.96% | 4.96% | Q3 2019 | Q3 2019 | 1 |
MONOGRAPH WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NATIXIS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
BAMCO INC /NY/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
CXI Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Rathbones Group PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Nokota Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2014 | Q4 2014 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 2.53% | 2.53% | 2.53% | Q1 2021 | Q1 2021 | 1 |
Gruss & Co., LLC | 1 | 1 | 3.97% | 3.97% | 3.97% | Q2 2023 | Q2 2023 | 1 |
Polianta Ltd | 1 | 1 | 3.05% | 3.05% | 3.05% | Q4 2022 | Q4 2022 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Emery Howard Portfolio Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
MCIA Inc | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2017 | Q4 2017 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2021 | Q3 2021 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 1.53% | 1.53% | 1.53% | Q1 2020 | Q1 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Summit Place Financial Advisors, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2019 | Q4 2019 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Strategic Global Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
IFM Investors Pty Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Strategic Vision Investment Ltd | 1 | 1 | 2.10% | 2.10% | 2.10% | Q2 2020 | Q2 2020 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2016 | Q3 2016 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q3 2022 | Q3 2022 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Heartwood Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MAI Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Krane Funds Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Capula Management Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Frisch Financial Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Cider Mill Investments LP | 1 | 1 | 3.47% | 3.47% | 3.47% | Q1 2019 | Q1 2019 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2015 | Q1 2015 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Leonetti & Associates, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2016 | Q3 2016 | 1 |
Retirement Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2018 | Q3 2018 | 1 |
Parker Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Sensato Investors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Crestmont Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Wealth Management Solutions, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2022 | Q4 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
DB Fitzpatrick & Co, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Temasek Holdings (Private) Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2018 | Q2 2018 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Integrated Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Werba Rubin Papier Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
RS INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Capasso Planning Partners LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q1 2017 | Q1 2017 | 1 |
Redwood Investments, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
CHATHAM CAPITAL GROUP, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Maven Securities LTD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
COWEN INC. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2017 | Q3 2017 | 1 |
Rossmore Private Capital | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2015 | Q1 2015 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHOREO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ridgewood Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Main Management ETF Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Thomasville National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2023 | Q3 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2015 | Q1 2015 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Mizuho Trust & Banking Co., Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Manning & Napier Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
JHL Capital Group LLC | 1 | 1 | 4.75% | 4.75% | 4.75% | Q1 2017 | Q1 2017 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.