Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 90 |
Citadel Advisors | 30 | 1 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 79 |
HUNTINGTON NATIONAL BANK | 31 | 2 | 0.00% | 0.00% | 0.02% | Q1 2009 | Q3 2023 | 53 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 51 |
MILLENNIUM MANAGEMENT LLC | 19 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 46 |
GLENMEDE TRUST CO NA | 42 | 1 | 0.00% | 0.01% | 0.14% | Q4 2006 | Q3 2023 | 45 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
BECKER CAPITAL MANAGEMENT INC | 42 | 42 | 0.02% | 0.36% | 1.21% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.15% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.02% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.02% | 0.26% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BONNESS ENTERPRISES INC | 42 | 42 | 0.39% | 1.15% | 1.49% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.10% | 0.33% | 0.54% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.01% | 0.09% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Plante Moran Financial Advisors, LLC | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
JANE STREET GROUP, LLC | 12 | 2 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q3 2023 | 40 |
FRANKLIN RESOURCES INC | 37 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Hardman Johnston Global Advisors LLC | 40 | 40 | 0.01% | 0.47% | 1.25% | Q4 2013 | Q3 2023 | 40 |
Creative Planning | 24 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
FINANCIAL COUNSELORS INC | 23 | 1 | 0.05% | 0.29% | 0.51% | Q2 2013 | Q3 2023 | 39 |
DEUTSCHE BANK AG\ | 39 | 39 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q1 2023 | 39 |
Capital Analysts, LLC | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.02% | 0.07% | 0.13% | Q1 2014 | Q3 2023 | 39 |
One Capital Management, LLC | 39 | 39 | 0.07% | 0.50% | 3.89% | Q1 2014 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 39 |
BARCLAYS PLC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
Boston Common Asset Management, LLC | 38 | 38 | 0.14% | 0.55% | 1.07% | Q2 2013 | Q3 2022 | 38 |
M&T BANK CORP | 35 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2022 | 38 |
BESSEMER GROUP INC | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 38 |
STEPHENS INC /AR/ | 21 | 17 | 0.01% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 38 |
GOFEN & GLOSSBERG LLC /IL/ | 38 | 38 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2022 | 38 |
CHOREO, LLC | 37 | 37 | 0.01% | 0.06% | 0.12% | Q1 2014 | Q1 2023 | 37 |
Firsthand Capital Management, Inc. | 26 | 11 | 0.07% | 0.18% | 0.65% | Q1 2014 | Q3 2023 | 37 |
SCOTIA CAPITAL INC. | 37 | 37 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2022 | 37 |
BEDDOW CAPITAL MANAGEMENT INC | 37 | 37 | 0.33% | 3.48% | 4.39% | Q2 2013 | Q2 2022 | 37 |
Renaissance Technologies | 15 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 37 |
LPL Financial LLC | 27 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
MUFG Americas Holdings Corp | 32 | 5 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q3 2022 | 37 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 0.09% | 0.32% | 0.54% | Q2 2013 | Q1 2022 | 36 |
Tower Research Capital LLC (TRC) | 25 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 36 |
Bartlett & Co. LLC | 26 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 36 |
HOLDERNESS INVESTMENTS CO | 36 | 36 | 0.10% | 0.46% | 0.81% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 36 |
First Horizon Advisors, Inc. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
SCHWARTZ INVESTMENT COUNSEL INC | 36 | 36 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q1 2022 | 36 |
Diligent Investors, LLC | 26 | 9 | 0.08% | 0.32% | 0.51% | Q4 2014 | Q3 2023 | 35 |
GREENWOOD GEARHART INC | 35 | 35 | 0.06% | 1.88% | 3.37% | Q2 2013 | Q4 2021 | 35 |
Saturna Capital CORP | 35 | 35 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2022 | 35 |
Cutler Group LLC / CA | 10 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 35 |
SALEM CAPITAL MANAGEMENT INC | 35 | 35 | 0.91% | 1.45% | 1.95% | Q2 2013 | Q4 2021 | 35 |
Neuberger Berman Group LLC | 23 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2022 | 34 |
TRUIST FINANCIAL CORP | 18 | 16 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 34 |
STATE STREET CORP | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
People's United Financial, Inc. | 34 | 34 | 0.02% | 0.07% | 0.14% | Q3 2013 | Q4 2021 | 34 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.08% | 0.23% | 0.36% | Q2 2015 | Q3 2023 | 34 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 22 | 12 | 0.00% | 0.06% | 0.46% | Q2 2013 | Q4 2021 | 34 |
FMR LLC | 29 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
AMERICAN NATIONAL INSURANCE CO | 24 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2021 | 33 |
Richard C. Young & CO., LTD. | 33 | 33 | 1.28% | 2.08% | 2.68% | Q2 2013 | Q2 2021 | 33 |
FEDERATED HERMES, INC. | 33 | 33 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2021 | 33 |
Analyst IMS Investment Management Services Ltd. | 33 | 33 | 0.05% | 0.21% | 0.29% | Q4 2014 | Q4 2022 | 33 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 33 |
HighTower Advisors, LLC | 26 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 33 |
AMERICAN CENTURY COMPANIES INC | 18 | 15 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 33 |
Janney Montgomery Scott LLC | 31 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 32 |
TWO SIGMA ADVISERS, LP | 22 | 1 | 0.00% | 0.02% | 0.09% | Q2 2014 | Q3 2023 | 32 |
SEI INVESTMENTS CO | 18 | 14 | 0.00% | 0.02% | 0.12% | Q4 2014 | Q3 2023 | 32 |
Avalon Investment & Advisory | 21 | 11 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2021 | 32 |
TORONTO DOMINION BANK | 23 | 9 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2021 | 32 |
Aperio Group, LLC | 31 | 31 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q4 2020 | 31 |
TCW GROUP INC | 31 | 31 | 0.04% | 0.39% | 0.59% | Q2 2013 | Q4 2020 | 31 |
QUADRANT CAPITAL GROUP LLC | 17 | 14 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 31 | 31 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2020 | 31 |
PEAK6 Investments LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 31 |
MACQUARIE GROUP LTD | 24 | 2 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 17 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 30 |
Spot Trading L.L.C | 11 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2017 | 30 |
WELLINGTON MANAGEMENT GROUP LLP | 19 | 11 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2022 | 30 |
NATIXIS ADVISORS, L.P. | 29 | 1 | 0.00% | 0.08% | 0.22% | Q1 2014 | Q3 2023 | 30 |
OPPENHEIMER & CO INC | 22 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2023 | 30 |
PROFUND ADVISORS LLC | 26 | 4 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 30 |
MERIDIAN INVESTMENT COUNSEL INC. | 22 | 1 | 0.08% | 0.17% | 0.23% | Q4 2013 | Q4 2021 | 29 |
1832 Asset Management L.P. | 22 | 3 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 29 |
Cubist Systematic Strategies, LLC | 9 | 1 | 0.00% | 0.04% | 0.17% | Q4 2014 | Q2 2023 | 29 |
WOLVERINE TRADING, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
PEAK6 Group LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2018 | 29 |
BALDWIN BROTHERS LLC/MA | 29 | 29 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2023 | 29 |
GEODE CAPITAL MANAGEMENT, LLC | 22 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 28 |
Baird Financial Group, Inc. | 28 | 28 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q1 2022 | 28 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q1 2020 | 28 |
INTRUST BANK NA | 24 | 4 | 0.03% | 0.15% | 0.35% | Q1 2014 | Q3 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
BlackRock Inc. | 27 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 28 |
North Star Investment Management Corp. | 17 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
FIRST TRUST ADVISORS LP | 23 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
DODGE & COX | 27 | 27 | 0.00% | 0.14% | 0.60% | Q2 2013 | Q4 2019 | 27 |
PINNACLE ASSOCIATES LTD | 19 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2020 | 27 |
REGIONS FINANCIAL CORP | 23 | 3 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.15% | 0.40% | Q3 2016 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2021 | 26 |
Checchi Capital Advisers, LLC | 25 | 1 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q1 2022 | 26 |
FDx Advisors, Inc. | 12 | 3 | 0.01% | 0.04% | 0.08% | Q3 2014 | Q1 2022 | 26 |
SKBA CAPITAL MANAGEMENT LLC | 21 | 5 | 0.46% | 2.45% | 3.88% | Q3 2016 | Q3 2023 | 26 |
Mirae Asset Global Investments Co., Ltd. | 22 | 4 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2021 | 26 |
Invesco Ltd. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Harrington Investments, INC | 25 | 25 | 0.28% | 0.97% | 1.72% | Q3 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
CAMBIAR INVESTORS LLC | 18 | 7 | 0.00% | 0.90% | 2.23% | Q3 2013 | Q2 2022 | 25 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 25 |
COMMERCE BANK | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2022 | 25 |
Cambridge Investment Research Advisors, Inc. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Benin Management CORP | 25 | 25 | 0.15% | 0.71% | 1.27% | Q3 2017 | Q3 2023 | 25 |
Smithfield Trust Co | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
CREDIT SUISSE AG/ | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2022 | 25 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 25 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 25 | 25 | 0.00% | 0.20% | 0.58% | Q1 2017 | Q1 2023 | 25 |
TD ASSET MANAGEMENT INC | 13 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
THOMAS WHITE INTERNATIONAL LTD | 16 | 8 | 0.00% | 0.18% | 0.40% | Q3 2016 | Q3 2022 | 24 |
Hudock, Inc. | 22 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 24 |
AT Bancorp | 24 | 24 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q1 2019 | 24 |
ALLIANCEBERNSTEIN L.P. | 13 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2022 | 24 |
Investors Research Corp | 24 | 24 | 0.01% | 0.11% | 0.16% | Q4 2017 | Q3 2023 | 24 |
BBVA USA Bancshares, Inc. | 23 | 1 | 0.01% | 0.05% | 0.12% | Q4 2013 | Q4 2019 | 24 |
LOGAN CAPITAL MANAGEMENT INC | 21 | 3 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q2 2022 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Allworth Financial LP | 19 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 24 |
KCS Wealth Advisory | 24 | 24 | 0.34% | 0.72% | 1.14% | Q4 2017 | Q3 2023 | 24 |
NORGES BANK | 24 | 24 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2022 | 24 |
Johnson Financial Group, Inc. | 16 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 23 |
MURPHY CAPITAL MANAGEMENT INC | 23 | 23 | 0.03% | 0.06% | 0.09% | Q3 2015 | Q1 2021 | 23 |
SIT INVESTMENT ASSOCIATES INC | 23 | 23 | 0.01% | 0.04% | 0.05% | Q1 2017 | Q3 2022 | 23 |
Quantbot Technologies LP | 6 | 1 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q4 2022 | 23 |
OLD MISSION CAPITAL LLC | 7 | 1 | 0.04% | 0.33% | 1.13% | Q1 2015 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
PITTENGER & ANDERSON INC | 20 | 3 | 0.03% | 0.14% | 0.18% | Q4 2014 | Q3 2021 | 23 |
Anchor Investment Management, LLC | 23 | 23 | 0.00% | 0.10% | 0.18% | Q1 2016 | Q3 2021 | 23 |
D. E. Shaw & Co., Inc. | 8 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q2 2023 | 23 |
Gradient Investments LLC | 21 | 2 | 0.00% | 0.03% | 0.12% | Q4 2017 | Q3 2023 | 23 |
TWO SIGMA INVESTMENTS, LP | 18 | 1 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q4 2022 | 23 |
MCKINLEY CAPITAL MANAGEMENT LLC | 19 | 4 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2019 | 23 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 19 | 3 | 0.00% | 0.08% | 0.18% | Q4 2013 | Q2 2022 | 22 |
THOMPSON SIEGEL & WALMSLEY LLC | 15 | 7 | 0.00% | 0.32% | 0.93% | Q2 2013 | Q3 2023 | 22 |
Tekla Capital Management LLC | 20 | 2 | 0.06% | 0.12% | 0.24% | Q4 2017 | Q2 2023 | 22 |
Venturi Wealth Management, LLC | 14 | 8 | 0.02% | 0.09% | 0.18% | Q2 2016 | Q1 2022 | 22 |
Sigma Planning Corp | 12 | 1 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q4 2021 | 22 |
SIMPLEX TRADING, LLC | 13 | 1 | 0.00% | 0.02% | 0.11% | Q1 2015 | Q2 2023 | 22 |
Oakworth Capital, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 22 |
Sound Income Strategies, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 21 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 22 |
Well Done, LLC | 22 | 22 | 0.04% | 0.09% | 0.12% | Q4 2016 | Q1 2022 | 22 |
ATWOOD & PALMER INC | 19 | 3 | 0.00% | 0.08% | 1.27% | Q1 2015 | Q4 2021 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
TRUST CO OF VERMONT | 20 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2020 | 22 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 21 | 21 | 0.15% | 0.74% | 1.92% | Q2 2015 | Q2 2020 | 21 |
Garner Asset Management Corp | 21 | 21 | 0.10% | 0.28% | 0.38% | Q2 2017 | Q2 2022 | 21 |
NVWM, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 21 |
SHUFRO ROSE & CO LLC | 16 | 1 | 0.02% | 0.03% | 0.04% | Q3 2012 | Q2 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
GREENLEAF TRUST | 21 | 21 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2022 | 21 |
TRILLIUM ASSET MANAGEMENT, LLC | 15 | 6 | 0.01% | 0.25% | 0.80% | Q2 2013 | Q3 2021 | 21 |
PRIVATE TRUST CO NA | 7 | 1 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 21 |
REGENTATLANTIC CAPITAL LLC | 20 | 1 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q4 2021 | 21 |
Private Advisor Group, LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 21 |
CARRET ASSET MANAGEMENT, LLC | 21 | 21 | 0.05% | 0.06% | 0.10% | Q2 2013 | Q2 2018 | 21 |
SEGALL BRYANT & HAMILL, LLC | 14 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12 | 8 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Freedom Investment Management, Inc. | 19 | 1 | 0.01% | 0.05% | 0.10% | Q3 2014 | Q1 2022 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 1 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q4 2021 | 20 |
Focused Wealth Management, Inc | 17 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 20 |
McIlrath & Eck, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
CWM, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 19 |
Timber Creek Capital Management LLC | 19 | 19 | 0.01% | 1.11% | 2.71% | Q4 2014 | Q2 2019 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.06% | 0.16% | Q4 2017 | Q2 2022 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2018 | 19 |
Financial Gravity Asset Management, Inc. | 8 | 3 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
SUNTRUST BANKS INC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2019 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Wealthspire Advisors, L.P. | 19 | 19 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q2 2020 | 19 |
OPPENHEIMER ASSET MANAGEMENT INC. | 11 | 3 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 19 |
CIBC Private Wealth Group, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 19 |
Roof Eidam Maycock Peralta, LLC | 19 | 19 | 0.10% | 0.35% | 0.59% | Q1 2019 | Q3 2023 | 19 |
FLIPPIN BRUCE & PORTER INC | 19 | 19 | 0.16% | 1.73% | 2.23% | Q2 2013 | Q4 2017 | 19 |
Strategic Wealth Partners, Ltd. | 19 | 19 | 0.00% | 0.23% | 0.71% | Q3 2018 | Q1 2023 | 19 |
OLD NATIONAL BANCORP /IN/ | 11 | 1 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q4 2021 | 19 |
RAYMOND JAMES TRUST N.A. | 14 | 4 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 18 |
HOWE & RUSLING INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2022 | 18 |
London & Capital Asset Management Ltd | 18 | 18 | 0.67% | 1.02% | 1.75% | Q2 2019 | Q3 2023 | 18 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 18 | 18 | 0.02% | 0.77% | 1.53% | Q4 2013 | Q1 2018 | 18 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.02% | 0.17% | Q4 2012 | Q2 2021 | 18 |
KEYBANK NATIONAL ASSOCIATION/OH | 18 | 18 | 0.00% | 0.04% | 0.49% | Q4 2012 | Q1 2017 | 18 |
TOWER BRIDGE ADVISORS | 11 | 2 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q4 2020 | 18 |
IHT Wealth Management, LLC | 15 | 3 | 0.00% | 0.06% | 0.13% | Q4 2016 | Q3 2021 | 18 |
Morningstar Investment Services LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 18 |
ADVISOR PARTNERS LLC | 18 | 18 | 0.01% | 0.06% | 0.08% | Q4 2017 | Q1 2022 | 18 |
Vestmark Advisory Solutions, Inc. | 14 | 4 | 0.01% | 0.08% | 0.19% | Q1 2019 | Q3 2023 | 18 |
TPG Group Holdings (SBS) Advisors, Inc. | 18 | 18 | 0.30% | 0.79% | 1.38% | Q2 2017 | Q3 2021 | 18 |
AdvisorNet Financial, Inc | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 14 | 3 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q1 2022 | 17 |
SYNOVUS FINANCIAL CORP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 17 |
ROPES WEALTH ADVISORS LLC | 14 | 3 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q4 2020 | 17 |
Caprock Group, LLC | 16 | 1 | 0.04% | 0.07% | 0.12% | Q1 2016 | Q1 2021 | 17 |
Valeo Financial Advisors, LLC | 15 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2023 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.16% | 0.26% | 0.43% | Q2 2013 | Q2 2017 | 17 |
EATON VANCE MANAGEMENT | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 17 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q2 2023 | 17 |
BNP PARIBAS FINANCIAL MARKETS | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q2 2017 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.05% | 0.22% | Q4 2016 | Q4 2022 | 17 |
CAMBRIDGE TRUST CO | 9 | 8 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
RHUMBLINE ADVISERS | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 17 |
D'Orazio & Associates, Inc. | 16 | 1 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2021 | 17 |
Front Row Advisors LLC | 13 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 17 |
Clean Yield Group | 9 | 1 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q4 2021 | 17 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Thomas J. Herzfeld Advisors, Inc. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2020 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.04% | 0.10% | 0.14% | Q1 2018 | Q1 2022 | 17 |
Apriem Advisors | 8 | 8 | 0.00% | 0.57% | 2.09% | Q2 2015 | Q2 2019 | 16 |
CENTRAL TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 16 |
GUGGENHEIM CAPITAL LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 16 |
Ativo Capital Management LLC | 16 | 16 | 0.34% | 0.54% | 0.66% | Q4 2017 | Q3 2021 | 16 |
Parallax Volatility Advisers, L.P. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2018 | 16 |
Mariner, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 16 |
Rehmann Capital Advisory Group | 7 | 3 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q4 2022 | 16 |
Mount Yale Investment Advisors, LLC | 16 | 16 | 0.03% | 0.21% | 0.44% | Q1 2018 | Q4 2021 | 16 |
AMG National Trust Bank | 11 | 5 | 0.06% | 0.12% | 0.22% | Q3 2015 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.04% | 0.19% | 0.35% | Q4 2018 | Q3 2022 | 16 |
NorthCoast Asset Management LLC | 7 | 1 | 0.04% | 0.13% | 0.24% | Q2 2013 | Q3 2021 | 16 |
Ethic Inc. | 16 | 16 | 0.02% | 0.08% | 0.19% | Q4 2019 | Q3 2023 | 16 |
West Coast Financial LLC | 12 | 2 | 0.06% | 0.32% | 1.11% | Q2 2013 | Q3 2018 | 16 |
Russell Investments Group, Ltd. | 7 | 3 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 15 |
COMERICA SECURITIES,INC. | 11 | 4 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 15 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2019 | 15 |
Sio Capital Management, LLC | 12 | 1 | 0.15% | 2.65% | 9.44% | Q1 2016 | Q4 2019 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.03% | Q3 2011 | Q3 2015 | 15 |
Capital Bank & Trust Co | 15 | 15 | 0.00% | 0.08% | 0.21% | Q4 2017 | Q2 2021 | 15 |
BROWN BROTHERS HARRIMAN & CO | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 15 |
PRUDENTIAL FINANCIAL INC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Nationwide Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 15 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q2 2019 | 15 |
WHITTIER TRUST CO OF NEVADA INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Graves Light Lenhart Wealth, Inc. | 15 | 15 | 0.02% | 0.55% | 1.38% | Q4 2018 | Q2 2022 | 15 |
Glassman Wealth Services | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Gemmer Asset Management LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.08% | 0.13% | 0.17% | Q2 2013 | Q4 2016 | 15 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.06% | 0.20% | Q4 2014 | Q2 2023 | 15 |
PRICE T ROWE ASSOCIATES INC /MD/ | 15 | 15 | 0.00% | 0.08% | 0.17% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.03% | 0.07% | 0.11% | Q4 2016 | Q2 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
FIDUCIARY MANAGEMENT INC /WI/ | 15 | 15 | 1.11% | 2.04% | 2.79% | Q1 2020 | Q3 2023 | 15 |
CLARK ESTATES INC/NY | 9 | 5 | 1.04% | 2.46% | 3.43% | Q1 2015 | Q1 2023 | 14 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 1 | 0.00% | 0.04% | 0.20% | Q1 2017 | Q3 2023 | 14 |
DEERE & CO | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2016 | 14 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 14 | 14 | 0.15% | 0.28% | 0.36% | Q2 2016 | Q3 2019 | 14 |
RATIONAL ADVISORS LLC | 5 | 4 | 0.15% | 0.40% | 0.72% | Q1 2009 | Q2 2013 | 14 |
Intercontinental Wealth Advisors, LLC | 14 | 14 | 0.11% | 0.16% | 0.22% | Q2 2018 | Q3 2021 | 14 |
Jacobi Capital Management LLC | 11 | 3 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q3 2021 | 14 |
Ellevest, Inc. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2023 | 14 |
BB&T SECURITIES, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 14 |
Snowden Capital Advisors LLC | 3 | 1 | 0.01% | 0.04% | 0.16% | Q2 2018 | Q3 2023 | 14 |
Virtu KCG Holdings LLC | 9 | 1 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q2 2017 | 14 |
BANK OF HAWAII | 9 | 5 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.01% | 0.07% | 0.20% | Q2 2020 | Q3 2023 | 14 |
MANNING & NAPIER ADVISORS LLC | 8 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 14 |
Manning & Napier Group, LLC | 8 | 6 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q1 2023 | 14 |
AMP Capital Investors Ltd | 8 | 6 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q1 2020 | 14 |
Walleye Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 14 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 14 |
180 WEALTH ADVISORS, LLC | 13 | 13 | 0.08% | 0.13% | 0.18% | Q1 2018 | Q1 2021 | 13 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 13 |
Princeton Global Asset Management LLC | 13 | 13 | 0.03% | 1.45% | 2.26% | Q4 2018 | Q4 2021 | 13 |
Rikoon Group, LLC | 13 | 13 | 0.24% | 0.27% | 0.31% | Q1 2018 | Q1 2021 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q2 2019 | 13 |
MONETARY MANAGEMENT GROUP INC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2021 | 13 |
CAPITAL INSIGHT PARTNERS, LLC | 13 | 13 | 0.31% | 0.50% | 0.82% | Q1 2019 | Q1 2022 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2021 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
LEVIN CAPITAL STRATEGIES, L.P. | 13 | 13 | 0.20% | 0.80% | 2.33% | Q4 2013 | Q4 2016 | 13 |
MidWestOne Financial Group, Inc. | 13 | 13 | 0.05% | 0.12% | 0.19% | Q2 2019 | Q2 2022 | 13 |
Southeastern Asset Management | 13 | 13 | 2.22% | 2.66% | 3.20% | Q2 2013 | Q2 2016 | 13 |
Capital International Investors | 13 | 13 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q4 2022 | 13 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.09% | 0.22% | 0.42% | Q4 2015 | Q3 2023 | 13 |
SWS Partners | 6 | 2 | 0.57% | 1.03% | 1.61% | Q4 2017 | Q2 2021 | 13 |
ETRADE Capital Management LLC | 7 | 6 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2020 | 13 |
EAGLE ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 13 |
Avior Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
TRUSTCORE FINANCIAL SERVICES, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 3 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 12 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.14% | 0.21% | 0.34% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.05% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Lorne Steinberg Wealth Management Inc. | 12 | 12 | 0.68% | 1.69% | 3.63% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Mitsubishi UFJ Asset Management Co., Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.03% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Commonwealth Equity Services, Inc | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 12 |
PRINCETON CAPITAL MANAGEMENT INC | 12 | 12 | 0.19% | 0.39% | 0.64% | Q2 2013 | Q1 2016 | 12 |
PARK NATIONAL CORP /OH/ | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2021 | 12 |
Patten Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2018 | 12 |
CIDEL ASSET MANAGEMENT INC | 11 | 1 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q4 2019 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 12 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.16% | 0.39% | Q1 2016 | Q2 2023 | 12 |
BOKF, NA | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2023 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 11 | 0.00% | 0.02% | 0.11% | Q1 2021 | Q3 2023 | 11 |
GENESEE VALLEY TRUST CO | 11 | 11 | 0.14% | 0.21% | 0.26% | Q2 2014 | Q4 2016 | 11 |
Ellis Investment Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Main Street Research LLC | 9 | 1 | 0.02% | 0.92% | 1.70% | Q2 2013 | Q3 2021 | 11 |
MCF Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
Citizens Business Bank | 11 | 11 | 0.05% | 0.06% | 0.08% | Q4 2012 | Q2 2015 | 11 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q2 2022 | 11 |
RPg Family Wealth Advisory, LLC | 4 | 3 | 0.04% | 0.08% | 0.14% | Q1 2019 | Q1 2022 | 11 |
Edge Capital Group, LLC | 11 | 11 | 0.30% | 0.65% | 0.88% | Q2 2019 | Q4 2021 | 11 |
Capital World Investors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
IEQ CAPITAL, LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q2 2022 | 11 |
TODD ASSET MANAGEMENT LLC | 7 | 1 | 0.08% | 0.30% | 0.48% | Q1 2014 | Q4 2021 | 11 |
Fiera Capital Corp | 9 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2021 | 11 |
Global X Management CO LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 11 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.05% | 0.09% | Q2 2019 | Q4 2022 | 11 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 7 | 1 | 0.04% | 0.08% | 0.13% | Q1 2014 | Q4 2021 | 11 |
Cetera Investment Advisers | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Zions Bancorporation | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2017 | 11 |
Ipswich Investment Management Co., Inc. | 11 | 11 | 0.16% | 0.19% | 0.26% | Q2 2013 | Q4 2015 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.11% | 0.19% | 0.33% | Q4 2020 | Q2 2023 | 11 |
Hexagon Capital Partners LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2020 | 10 |
Quantitative Investment Management, LLC | 9 | 1 | 0.02% | 0.12% | 0.36% | Q4 2016 | Q2 2019 | 10 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.14% | 0.32% | 0.51% | Q4 2020 | Q3 2023 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q2 2022 | 10 |
COBIZ WEALTH, LLC | 10 | 10 | 0.09% | 0.12% | 0.16% | Q2 2013 | Q3 2015 | 10 |
JNBA Financial Advisors | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2016 | 10 |
Cerity Partners LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 10 |
Legacy Advisors, LLC | 8 | 2 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q2 2019 | 10 |
HM PAYSON & CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
THORNBURG INVESTMENT MANAGEMENT INC | 5 | 2 | 0.00% | 0.13% | 0.26% | Q3 2014 | Q2 2019 | 10 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
NOESIS CAPITAL MANGEMENT CORP | 10 | 10 | 0.04% | 0.07% | 0.08% | Q3 2019 | Q4 2021 | 10 |
COLONY GROUP LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2021 | 10 |
YorkBridge Wealth Partners, LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q1 2017 | Q2 2019 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
ATLAS CAPITAL ADVISORS LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 10 |
NEW ENGLAND ASSET MANAGEMENT INC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 10 |
Boston Partners | 5 | 2 | 0.00% | 0.22% | 0.52% | Q3 2013 | Q4 2019 | 10 |
CREDIT AGRICOLE S A | 6 | 4 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q4 2015 | 10 |
JAMES INVESTMENT RESEARCH INC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 10 |
Atlantic Union Bankshares Corp | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2021 | 10 |
DC Investments Management, LLC | 8 | 1 | 0.13% | 0.37% | 0.87% | Q1 2018 | Q4 2020 | 10 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 7 | 3 | 0.12% | 0.46% | 0.79% | Q1 2020 | Q3 2023 | 10 |
WATERS PARKERSON & CO., LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2021 | 10 |
WFG Advisors, LP | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 10 |
EARNEST PARTNERS LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BlackRock Institutional Trust Company, N.A. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 10 |
A.R.T. Advisors, LLC | 5 | 1 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q2 2019 | 10 |
Dynamic Capital Management Ltd | 3 | 1 | 0.10% | 0.29% | 0.98% | Q2 2013 | Q4 2017 | 10 |
FULTON BANK, N.A. | 7 | 3 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2021 | 10 |
HighPoint Advisor Group LLC | 9 | 1 | 0.03% | 0.06% | 0.08% | Q3 2019 | Q2 2022 | 10 |
Ironsides Asset Advisors, LLC | 8 | 2 | 0.15% | 0.20% | 0.25% | Q2 2014 | Q4 2016 | 10 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 9 |
Alera Investment Advisors, LLC | 5 | 4 | 0.09% | 0.10% | 0.12% | Q4 2018 | Q1 2021 | 9 |
Cetera Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 9 |
Vantage Financial Partners Ltd., Inc. | 7 | 2 | 0.16% | 0.19% | 0.23% | Q2 2017 | Q3 2019 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 7 | 2 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2018 | 9 |
HARBOR INVESTMENT ADVISORY, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 9 |
COMMUNITY TRUST & INVESTMENT CO | 9 | 9 | 0.44% | 2.24% | 2.87% | Q2 2013 | Q2 2015 | 9 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2019 | 9 |
CIBC Asset Management Inc | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
Community Bank, N.A. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 9 |
FORA Capital, LLC | 4 | 2 | 0.01% | 0.07% | 0.19% | Q4 2019 | Q3 2022 | 9 |
Santa Fe Partners LLC | 9 | 9 | 0.04% | 0.07% | 0.16% | Q2 2013 | Q2 2015 | 9 |
Sowell Financial Services LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2021 | 9 |
Cable Hill Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 9 |
WESTWOOD HOLDINGS GROUP INC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2016 | 9 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
WRIGHT INVESTORS SERVICE INC | 9 | 9 | 0.09% | 0.25% | 0.47% | Q3 2015 | Q3 2017 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Trutina Financial LLC | 9 | 9 | 0.18% | 0.21% | 0.28% | Q2 2013 | Q2 2015 | 9 |
Column Capital Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
HBK INVESTMENTS L P | 3 | 3 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q4 2017 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.04% | 0.09% | Q3 2015 | Q3 2019 | 9 |
Lenox Wealth Management, Inc. | 9 | 9 | 0.00% | 0.06% | 0.12% | Q2 2018 | Q2 2020 | 9 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Capital International Sarl | 9 | 9 | 0.07% | 0.14% | 0.22% | Q1 2020 | Q1 2022 | 9 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 9 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.02% | 0.08% | Q2 2020 | Q3 2023 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
JONES FINANCIAL COMPANIES LLLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
WRAPMANAGER INC | 5 | 3 | 0.07% | 0.12% | 0.16% | Q4 2015 | Q2 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lenox Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 8 |
HARTFORD INVESTMENT MANAGEMENT CO | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Riverwater Partners LLC | 7 | 1 | 0.18% | 0.27% | 0.33% | Q4 2021 | Q4 2023 | 8 |
Integrated Investment Consultants, LLC | 4 | 4 | 0.05% | 0.10% | 0.17% | Q1 2016 | Q2 2020 | 8 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Regent Investment Management LLC | 8 | 8 | 0.15% | 0.27% | 0.34% | Q3 2013 | Q2 2015 | 8 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.01% | 0.04% | 0.11% | Q2 2015 | Q4 2018 | 8 |
Insight Wealth Strategies, LLC | 8 | 8 | 0.20% | 0.23% | 0.28% | Q2 2020 | Q1 2022 | 8 |
HighMark Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Progressive Investment Management Corp | 8 | 8 | 0.00% | 0.07% | 0.34% | Q2 2013 | Q1 2015 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
COMERICA SECURITIES INC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q4 2018 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Convergence Investment Partners, LLC | 7 | 1 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q1 2018 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2017 | 8 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q1 2022 | 8 |
LVW Advisors, LLC | 7 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q4 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
JOHN G ULLMAN & ASSOCIATES INC | 8 | 8 | 0.03% | 0.33% | 0.50% | Q4 2019 | Q3 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CKW FINANCIAL GROUP | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2016 | 8 |
Archer Investment Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TFC Financial Management, Inc. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 8 |
Yorktown Management & Research Co Inc | 7 | 1 | 0.04% | 0.08% | 0.10% | Q4 2013 | Q2 2018 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.11% | 0.20% | 0.28% | Q2 2013 | Q1 2015 | 8 |
Nuveen Fund Advisors, LLC | 7 | 7 | 0.05% | 0.12% | 0.33% | Q4 2016 | Q2 2018 | 7 |
Simplicity Solutions, LLC | 7 | 7 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q3 2022 | 7 |
Stratos Wealth Partners, LTD. | 4 | 1 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q3 2018 | 7 |
Fosun International Ltd | 6 | 1 | 0.05% | 0.22% | 0.35% | Q3 2021 | Q3 2023 | 7 |
BRISTOL JOHN W & CO INC /NY/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
CHARTWELL INVESTMENT PARTNERS, LLC | 7 | 7 | 0.11% | 0.52% | 0.85% | Q2 2016 | Q4 2017 | 7 |
TOMPKINS FINANCIAL CORP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Kovitz Investment Group Partners, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BAR HARBOR WEALTH MANAGEMENT | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2013 | Q3 2014 | 7 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2022 | 7 |
ZEVIN ASSET MANAGEMENT LLC | 7 | 7 | 0.96% | 1.83% | 2.77% | Q2 2013 | Q4 2014 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
DB Fitzpatrick & Co, Inc | 7 | 7 | 0.60% | 0.98% | 1.37% | Q1 2022 | Q3 2023 | 7 |
CAPITAL GUARDIAN TRUST CO | 4 | 1 | 0.00% | 0.06% | 0.32% | Q4 2014 | Q2 2019 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 7 |
Manchester Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 7 |
Ameritas Investment Partners, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2017 | 7 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 7 | 7 | 0.19% | 0.41% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Dorsey Wright & Associates | 7 | 7 | 0.04% | 0.55% | 0.91% | Q4 2019 | Q2 2021 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2022 | 7 |
WASHINGTON CAPITAL MANAGEMENT, INC | 3 | 1 | 0.17% | 0.23% | 0.27% | Q4 2016 | Q2 2021 | 7 |
Lumature Wealth Partners, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
FourThought Financial, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tradewinds Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q4 2022 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
Campion Asset Management | 7 | 7 | 0.16% | 0.24% | 0.30% | Q1 2021 | Q3 2022 | 7 |
Krilogy Financial LLC | 3 | 1 | 0.01% | 0.05% | 0.12% | Q3 2017 | Q4 2020 | 7 |
SeaBridge Investment Advisors LLC | 7 | 7 | 0.01% | 0.06% | 0.22% | Q2 2013 | Q4 2014 | 7 |
Li Winifred I | 7 | 7 | 0.08% | 0.10% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Princeton Alpha Management LP | 4 | 1 | 0.06% | 0.13% | 0.22% | Q3 2014 | Q4 2016 | 7 |
M.D. Sass, Inc. | 7 | 7 | 0.69% | 2.94% | 4.84% | Q3 2017 | Q1 2019 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
COOKSON PEIRCE & CO INC | 5 | 2 | 0.34% | 1.17% | 1.76% | Q3 2017 | Q4 2019 | 7 |
Mizuho Trust & Banking Co., Ltd. | 4 | 3 | 0.01% | 0.06% | 0.07% | Q4 2014 | Q3 2016 | 7 |
STEADFAST CAPITAL MANAGEMENT LP | 7 | 7 | 0.48% | 0.82% | 1.27% | Q1 2017 | Q3 2018 | 7 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
Bray Capital Advisors | 7 | 7 | 0.17% | 0.19% | 0.22% | Q1 2019 | Q3 2020 | 7 |
Ledyard National Bank | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2018 | 7 |
Braun-Bostich & Associates Inc. | 7 | 7 | 0.08% | 0.09% | 0.11% | Q4 2017 | Q2 2019 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 7 |
MIDAS MANAGEMENT CORP | 4 | 3 | 0.68% | 0.89% | 1.22% | Q2 2013 | Q2 2015 | 7 |
BlackRock Investment Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 7 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2022 | 7 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q2 2023 | 7 |
BOSTON ADVISORS LLC | 6 | 6 | 0.41% | 0.45% | 0.48% | Q2 2013 | Q3 2014 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.13% | 0.28% | 0.52% | Q4 2021 | Q1 2023 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 6 |
Pinnacle Wealth Planning Services, Inc. | 5 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 6 |
Schechter Investment Advisors, LLC | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 6 |
Galibier Capital Management Ltd. | 6 | 6 | 0.74% | 2.26% | 6.41% | Q4 2018 | Q1 2020 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.02% | 0.10% | 0.19% | Q3 2013 | Q3 2018 | 6 |
MARTIN CURRIE LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
WASHINGTON TRUST Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
CRITERION CAPITAL MANAGEMENT LLC | 6 | 6 | 3.71% | 4.77% | 5.84% | Q2 2017 | Q3 2018 | 6 |
Cedar Brook Financial Partners, LLC | 4 | 1 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q3 2021 | 6 |
Voya Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Capital Group Private Client Services, Inc. | 6 | 6 | 0.03% | 0.06% | 0.11% | Q3 2021 | Q4 2022 | 6 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2016 | 6 |
Barnett & Company, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2017 | 6 |
Kore Private Wealth LLC | 4 | 2 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q2 2020 | 6 |
BBR PARTNERS, LLC | 6 | 6 | 0.02% | 0.06% | 0.18% | Q2 2020 | Q3 2021 | 6 |
Tradewinds Global Investors, LLC | 6 | 6 | 0.01% | 0.15% | 0.44% | Q2 2015 | Q3 2016 | 6 |
FIRST MERCANTILE TRUST CO | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Ridgewood Investments LLC | 6 | 6 | 0.06% | 0.42% | 0.62% | Q1 2022 | Q2 2023 | 6 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5 | 1 | 0.01% | 0.14% | 0.27% | Q3 2013 | Q4 2020 | 6 |
Susquehanna International Securities, Ltd. | 2 | 1 | 0.14% | 0.33% | 0.61% | Q2 2019 | Q2 2023 | 6 |
Holistic Financial Partners | 4 | 2 | 0.08% | 0.13% | 0.16% | Q4 2017 | Q3 2021 | 6 |
Granahan Investment Management | 6 | 6 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q4 2017 | 6 |
SAMLYN CAPITAL, LLC | 6 | 6 | 0.53% | 0.97% | 1.53% | Q3 2017 | Q4 2018 | 6 |
BRANDES INVESTMENT PARTNERS, LP | 6 | 6 | 0.04% | 0.26% | 0.37% | Q2 2022 | Q3 2023 | 6 |
EMFO, LLC | 6 | 6 | 0.04% | 0.08% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Liberty Mutual Group Asset Management Inc. | 6 | 6 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q4 2017 | 6 |
BLAIR WILLIAM & CO/IL | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
ALBION FINANCIAL GROUP /UT | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.13% | 0.25% | 0.76% | Q2 2013 | Q3 2014 | 6 |
FIRST FINANCIAL CORP /IN/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
Baystate Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 6 |
RMB Capital Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Marshall Wace North America L.P. | 4 | 2 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q1 2019 | 6 |
Parsec Financial Management, Inc. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 6 |
Green Alpha Advisors, LLC | 6 | 6 | 0.23% | 0.32% | 0.39% | Q4 2020 | Q1 2022 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 6 |
NIA IMPACT ADVISORS, LLC | 6 | 6 | 0.37% | 1.45% | 2.08% | Q4 2020 | Q1 2022 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.00% | 0.03% | 0.07% | Q1 2016 | Q2 2017 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.16% | 0.18% | 0.20% | Q2 2013 | Q3 2014 | 6 |
Lee Financial Co | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 5 |
HSBC HOLDINGS PLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 5 |
FNY Investment Advisers, LLC | 2 | 1 | 0.25% | 0.48% | 0.91% | Q3 2018 | Q3 2022 | 5 |
Balentine LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
FIRST INTERSTATE BANK | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2015 | Q3 2016 | 5 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 5 | 0.02% | 0.68% | 1.03% | Q3 2013 | Q3 2014 | 5 |
Mondrian Investment Partners LTD | 5 | 5 | 0.16% | 0.89% | 1.33% | Q3 2022 | Q3 2023 | 5 |
LAKE STREET ADVISORS GROUP, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
RUSSELL FRANK CO/ | 4 | 1 | 0.00% | 0.04% | 0.06% | Q3 2014 | Q4 2015 | 5 |
Willingdon Wealth Management | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 5 |
PRW Wealth Management LLC | 5 | 5 | 0.13% | 0.33% | 0.56% | Q4 2018 | Q4 2019 | 5 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2018 | 5 |
Timber Hill LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 5 |
Formidable Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.14% | 0.22% | 0.31% | Q3 2015 | Q4 2018 | 5 |
MONTAG A & ASSOCIATES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Sculati Wealth Management, LLC | 5 | 5 | 0.22% | 0.25% | 0.33% | Q4 2019 | Q4 2020 | 5 |
Atria Investments, Inc | 3 | 1 | 0.01% | 0.04% | 0.07% | Q3 2013 | Q2 2021 | 5 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
Laffer Tengler Investments, Inc. | 5 | 5 | 0.01% | 0.05% | 0.08% | Q2 2021 | Q2 2022 | 5 |
Summit Trail Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 5 |
Banco de Sabadell, S.A | 5 | 5 | 0.44% | 0.54% | 0.64% | Q4 2019 | Q4 2020 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BSW Wealth Partners | 4 | 1 | 0.02% | 0.06% | 0.17% | Q3 2018 | Q4 2019 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.04% | 0.17% | Q3 2018 | Q3 2023 | 5 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 5 |
MIDDLETON & CO INC/MA | 5 | 5 | 0.07% | 0.10% | 0.13% | Q3 2014 | Q3 2015 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.05% | 0.22% | Q4 2017 | Q1 2019 | 5 |
KELLEHER FINANCIAL ADVISORS | 3 | 2 | 0.15% | 0.35% | 0.70% | Q1 2016 | Q2 2017 | 5 |
Dorsey & Whitney Trust CO LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 5 |
Glacier Peak Capital LLC | 5 | 5 | 1.10% | 1.73% | 2.43% | Q2 2014 | Q2 2015 | 5 |
Pegasus Partners Ltd. | 5 | 5 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 5 |
JENNISON ASSOCIATES LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
Pendal Group Ltd | 4 | 4 | 0.29% | 0.35% | 0.43% | Q1 2022 | Q4 2022 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
TELEMUS CAPITAL, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q4 2016 | 4 |
RFG Advisory, LLC | 4 | 4 | 0.12% | 0.41% | 0.94% | Q2 2015 | Q1 2016 | 4 |
Angeles Investment Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Mercer Capital Advisers, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
TimeScale Financial, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 4 | 4 | 1.04% | 1.28% | 1.77% | Q1 2018 | Q4 2018 | 4 |
Oxbow Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q2 2013 | Q1 2014 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Inlet Private Wealth, LLC | 4 | 4 | 0.81% | 1.08% | 1.36% | Q4 2022 | Q3 2023 | 4 |
RIVERBRIDGE PARTNERS LLC | 4 | 4 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2014 | 4 |
Syntal Capital Partners, LLC | 2 | 2 | 0.01% | 4.91% | 19.60% | Q2 2014 | Q2 2015 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.03% | 0.08% | 0.24% | Q3 2021 | Q4 2022 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
HARRIS ASSOCIATES L P | 4 | 4 | 0.26% | 0.44% | 0.58% | Q1 2022 | Q4 2022 | 4 |
Personal Capital Advisors Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
FRANKLIN STREET ADVISORS INC /NC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
DG CAPITAL MANAGEMENT INC | 4 | 4 | 0.19% | 0.24% | 0.27% | Q2 2013 | Q1 2014 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SANDERS MORRIS HARRIS LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q3 2020 | Q2 2021 | 4 |
Edge Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
WCM INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
NewEdge Wealth, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Nelson Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2018 | 4 |
CSS LLC/IL | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q1 2022 | 4 |
Perigon Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2020 | 4 |
Capricorn Fund Managers Ltd | 3 | 1 | 0.09% | 0.17% | 0.24% | Q2 2022 | Q3 2023 | 4 |
GUARDIAN CAPITAL LP | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2014 | 4 |
Virtu Financial LLC | 2 | 1 | 0.03% | 0.04% | 0.08% | Q3 2017 | Q1 2022 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Financial & Tax Architects, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Allianz Asset Management GmbH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WASHINGTON TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2016 | 4 |
Apex Capital Management | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2014 | 4 |
STONNINGTON GROUP, LLC | 4 | 4 | 0.02% | 0.11% | 0.19% | Q1 2021 | Q4 2021 | 4 |
Clark Capital Management Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.10% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Koss-Olinger Consulting, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 4 |
SELDON CAPITAL LP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.34% | 0.55% | 0.74% | Q3 2013 | Q4 2022 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.46% | 0.60% | 0.84% | Q1 2018 | Q4 2018 | 4 |
Realta Investment Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Equitable Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Airain ltd | 2 | 1 | 0.03% | 0.05% | 0.09% | Q1 2014 | Q1 2016 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Oder Investment Management, LLC | 4 | 4 | 0.32% | 0.38% | 0.47% | Q4 2020 | Q3 2021 | 4 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.03% | 0.10% | 0.14% | Q2 2014 | Q3 2017 | 4 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.14% | 0.39% | Q2 2016 | Q1 2017 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q2 2013 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
PRINCETON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
XTX Topco Ltd | 3 | 3 | 0.11% | 0.16% | 0.25% | Q1 2021 | Q3 2021 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q2 2018 | Q4 2018 | 3 |
Sendero Wealth Management, LLC | 3 | 3 | 0.20% | 0.23% | 0.29% | Q4 2021 | Q2 2022 | 3 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2021 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 0.05% | 0.13% | Q2 2017 | Q4 2021 | 3 |
ArrowMark Colorado Holdings LLC | 3 | 3 | 0.42% | 0.46% | 0.48% | Q3 2013 | Q1 2014 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Alaethes Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
McAdam, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2018 | Q3 2018 | 3 |
Senator Investment Group LP | 3 | 3 | 0.16% | 0.84% | 1.20% | Q2 2017 | Q4 2017 | 3 |
Covenant Partners, LLC | 3 | 3 | 0.23% | 0.25% | 0.28% | Q1 2023 | Q3 2023 | 3 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2022 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.03% | 0.39% | 1.04% | Q3 2013 | Q3 2016 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Norway Savings Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 3 |
Scott & Selber, Inc. | 3 | 3 | 1.56% | 1.64% | 1.72% | Q3 2013 | Q1 2014 | 3 |
FIRST COMMUNITY TRUST NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
BELLEVUE ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q1 2019 | 3 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.10% | 0.21% | Q1 2017 | Q4 2021 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Price Wealth, LLC | 3 | 3 | 0.04% | 0.15% | 0.22% | Q1 2020 | Q3 2020 | 3 |
Chesley Taft & Associates LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q4 2013 | 3 |
SAC Capital Advisors LP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Brookfield Asset Management | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 3 |
Blueshift Asset Management, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q2 2022 | 3 |
Cladis Investment Advisory, LLC | 3 | 3 | 0.24% | 0.28% | 0.32% | Q4 2021 | Q2 2022 | 3 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q4 2018 | 3 |
C M BIDWELL & ASSOCIATES LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Clear Harbor Asset Management, LLC | 3 | 3 | 0.05% | 0.10% | 0.13% | Q4 2014 | Q2 2015 | 3 |
BOWEN HANES & CO INC | 3 | 3 | 0.06% | 0.44% | 0.80% | Q4 2013 | Q2 2014 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Cinctive Capital Management LP | 2 | 2 | 0.04% | 0.12% | 0.16% | Q4 2021 | Q1 2022 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Covington Capital Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
Pavadi Capital LLC | 3 | 3 | 2.81% | 3.56% | 4.62% | Q4 2021 | Q2 2022 | 3 |
Catalyst Capital Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
SEARLE & CO. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Assured Investment Management LLC | 3 | 3 | 0.11% | 0.20% | 0.29% | Q1 2017 | Q3 2017 | 3 |
MinichMacGregor Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
MERITAGE PORTFOLIO MANAGEMENT | 3 | 3 | 0.53% | 0.56% | 0.60% | Q2 2017 | Q4 2017 | 3 |
Optiver Holding B.V. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
FNY Partners Fund LP | 1 | 1 | 0.02% | 0.22% | 0.54% | Q1 2017 | Q1 2018 | 3 |
MANAGED ASSET PORTFOLIOS, LLC | 3 | 3 | 0.32% | 0.38% | 0.48% | Q1 2022 | Q3 2022 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 3 |
Perpetual Ltd | 3 | 3 | 0.40% | 0.41% | 0.42% | Q1 2023 | Q3 2023 | 3 |
DIVIDEND ASSETS CAPITAL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Bank of New Hampshire | 3 | 3 | 0.50% | 0.62% | 0.70% | Q1 2023 | Q3 2023 | 3 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.24% | 0.32% | 0.36% | Q1 2015 | Q3 2015 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Clal Insurance Enterprises Holdings Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Sterling Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q2 2022 | 3 |
SAL Trading, LLC | 3 | 3 | 0.06% | 1.06% | 1.76% | Q1 2022 | Q3 2022 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 3 |
MAPLE SECURITIES USA INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
CIBC WORLD MARKETS CORP | 3 | 3 | 0.05% | 0.09% | 0.11% | Q2 2022 | Q4 2022 | 3 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2023 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 3 |
FIRST MANHATTAN CO. LLC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 3 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Biltmore Family Office, LLC | 2 | 1 | 0.12% | 0.28% | 0.36% | Q4 2017 | Q3 2019 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Core Alternative Capital | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Schonfeld Group Holdings LLC | 2 | 2 | 0.11% | 0.15% | 0.19% | Q3 2015 | Q4 2015 | 2 |
GAMCO INVESTORS, INC. ET AL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.07% | 0.19% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q4 2020 | Q1 2021 | 2 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2017 | 2 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 2 |
ARROW FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.14% | 0.15% | 0.17% | Q3 2013 | Q1 2014 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
DE BURLO GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.45% | 0.58% | 0.72% | Q3 2020 | Q2 2021 | 2 |
NICOLET ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Standard Family Office LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Cullen Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2014 | 2 |
Capital International, Inc./CA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CLIFFORD CAPITAL PARTNERS LLC | 2 | 2 | 0.06% | 0.18% | 0.30% | Q2 2023 | Q3 2023 | 2 |
TCTC Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Qtron Investments LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.01% | 0.16% | 0.31% | Q2 2021 | Q3 2021 | 2 |
Lester Murray Antman dba SimplyRich | 1 | 1 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q3 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
RMR Wealth Builders | 1 | 1 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q2 2020 | 2 |
1st Global Advisors, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
ING GROEP NV | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Axiom Investment Management LLC | 1 | 1 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q3 2022 | 2 |
Squar Milner Financial Services LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 2 |
Bollard Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Twin Tree Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
BANK HAPOALIM BM | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2017 | Q3 2017 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Hillsdale Investment Management Inc. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2013 | Q1 2014 | 2 |
PDT Partners, LLC | 1 | 1 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2015 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 2 |
Adalta Capital Management LLC | 2 | 2 | 0.34% | 0.34% | 0.34% | Q1 2018 | Q2 2018 | 2 |
Financial Network Wealth Management LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q1 2021 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 2 |
WEATHERLY ASSET MANAGEMENT L. P. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
qPULA Trading Management LP | 2 | 2 | 0.56% | 0.73% | 0.90% | Q2 2021 | Q3 2021 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Stonehage Fleming (UK) Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Beacon Pointe Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
BetterWealth, LLC | 2 | 2 | 0.22% | 0.28% | 0.34% | Q4 2021 | Q1 2022 | 2 |
Summit Global Investments | 2 | 2 | 0.13% | 0.16% | 0.19% | Q2 2017 | Q3 2017 | 2 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 2 |
Facet Wealth, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Heron Bay Capital Management | 2 | 2 | 0.58% | 0.74% | 0.90% | Q2 2021 | Q3 2021 | 2 |
Private Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
CX Institutional | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q4 2017 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 2 | 2 | 0.92% | 0.98% | 1.03% | Q4 2013 | Q1 2014 | 2 |
Stevard, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2020 | Q3 2020 | 2 |
KILLEN GROUP INC | 2 | 2 | 0.73% | 1.54% | 2.36% | Q4 2015 | Q1 2016 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PZENA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Employees Retirement System of Texas | 1 | 1 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 2 |
SYSTM Wealth Solutions LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
WealthStone, Inc. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Richard P Slaughter Associates Inc | 2 | 2 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q2 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
SG3 Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q4 2017 | Q1 2018 | 2 |
Hoxton Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2013 | 2 |
Point72 Asset Management, L.P. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 2 | 2 | 0.43% | 0.78% | 1.12% | Q4 2013 | Q1 2014 | 2 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Providence First Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Sound View Wealth Advisors Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
First Affirmative Financial Network | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2023 | Q4 2023 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2013 | Q3 2013 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Horizon Kinetics | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
DREMAN VALUE MANAGEMENT, L L C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2010 | Q1 2010 | 1 |
Tradeworx Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
Penn Mutual Asset Management, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2023 | Q1 2023 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lorber David A | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Ergoteles LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
West Family Investments, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
BlueSky Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
QS Investors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JB Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TRAIN BABCOCK ADVISORS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2020 | Q2 2020 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NKCFO LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2023 | Q3 2023 | 1 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Starboard Value LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Resource Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2017 | Q2 2017 | 1 |
Waverton Investment Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Crestline Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Pacer Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2013 | Q4 2013 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FOUNDATION RESOURCE MANAGEMENT INC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q2 2013 | Q2 2013 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2012 | Q4 2012 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FrontFour Capital Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Shay Capital LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2014 | Q1 2014 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Sound View Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Franklin, Parlapiano, Turner & Welch, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CONNING INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TOURADJI CAPITAL MANAGEMENT, LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2013 | Q3 2013 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2016 | Q2 2016 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
TPG GP A, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
Hirtle Callaghan & Co LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
EdgePoint Investment Group Inc. | 1 | 1 | 2.82% | 2.82% | 2.82% | Q4 2020 | Q4 2020 | 1 |
Columbia Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Veritable, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Brandywine Global Investment Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Forward Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Americana Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
Private Vista, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2020 | Q2 2020 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Soleus Capital Management, L.P. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2021 | Q1 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own KONINKLIJKE PHILIPS N V or have owned KONINKLIJKE PHILIPS N V in the past.