Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.01% | 0.03% | Q1 2009 | Q3 2023 | 59 |
BARCLAYS PLC | 25 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 53 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 48 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 46 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 44 |
BRANDES INVESTMENT PARTNERS, LP | 44 | 44 | 0.04% | 0.67% | 1.26% | Q4 2012 | Q3 2023 | 44 |
Freedom Investment Management, Inc. | 43 | 43 | 0.01% | 0.02% | 0.14% | Q1 2013 | Q3 2023 | 43 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
First Horizon Advisors, Inc. | 42 | 1 | 0.00% | 0.00% | 0.03% | Q1 2012 | Q3 2023 | 43 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
TODD ASSET MANAGEMENT LLC | 42 | 42 | 0.23% | 0.40% | 0.76% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.10% | 0.29% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JFS WEALTH ADVISORS, LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Aristotle Capital Management, LLC | 42 | 42 | 0.77% | 1.22% | 1.79% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 22 | 19 | 0.01% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 41 |
JOHNSON INVESTMENT COUNSEL INC | 27 | 14 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Renaissance Technologies | 21 | 20 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
D. E. Shaw & Co., Inc. | 41 | 41 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.05% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
OLD NATIONAL BANCORP /IN/ | 35 | 6 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 33 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.02% | 0.05% | 0.11% | Q4 2013 | Q3 2023 | 40 |
FDx Advisors, Inc. | 38 | 2 | 0.00% | 0.07% | 0.51% | Q2 2013 | Q3 2023 | 40 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 38 | 2 | 0.02% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 40 |
Creative Planning | 23 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Moors & Cabot, Inc. | 39 | 39 | 0.02% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 39 |
DEUTSCHE BANK AG\ | 25 | 14 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2022 | 39 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 34 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2022 | 38 |
SIGNATUREFD, LLC | 36 | 2 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 38 |
MILLENNIUM MANAGEMENT LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
Invesco Ltd. | 26 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.03% | 0.09% | 0.23% | Q2 2013 | Q2 2022 | 37 |
EAGLE ASSET MANAGEMENT INC | 35 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 37 |
HighTower Advisors, LLC | 34 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 37 |
Rehmann Capital Advisory Group | 15 | 4 | 0.00% | 0.04% | 0.09% | Q2 2009 | Q3 2023 | 37 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
FARMERS & MERCHANTS INVESTMENTS INC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q1 2022 | 36 |
Mirae Asset Global Investments Co., Ltd. | 23 | 2 | 0.00% | 0.01% | 0.09% | Q4 2011 | Q1 2022 | 35 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 19 | 16 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2022 | 35 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 35 |
TRUIST FINANCIAL CORP | 28 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.07% | 0.16% | Q2 2015 | Q3 2023 | 34 |
LPL Financial LLC | 20 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 33 |
RHUMBLINE ADVISERS | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
Tower Research Capital LLC (TRC) | 5 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 32 |
TD ASSET MANAGEMENT INC | 29 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
Aperio Group, LLC | 31 | 31 | 0.06% | 0.15% | 0.24% | Q2 2013 | Q4 2020 | 31 |
KEYBANK NATIONAL ASSOCIATION/OH | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2022 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
J.P. Morgan Private Wealth Advisors LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 31 |
Boston Common Asset Management, LLC | 17 | 13 | 0.00% | 0.05% | 0.15% | Q3 2013 | Q3 2023 | 30 |
Hilltop Holdings Inc. | 12 | 3 | 0.01% | 0.33% | 1.00% | Q2 2013 | Q3 2023 | 30 |
Cubist Systematic Strategies, LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q1 2023 | 30 |
Fisher Asset Management, LLC | 29 | 29 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q2 2020 | 29 |
Saturna Capital CORP | 29 | 29 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q2 2020 | 29 |
JARISLOWSKY, FRASER Ltd | 29 | 29 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q2 2020 | 29 |
World Asset Management Inc | 28 | 28 | 0.03% | 0.14% | 0.22% | Q2 2013 | Q1 2020 | 28 |
BOKF, NA | 13 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
HARTFORD INVESTMENT MANAGEMENT CO | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Dorsey & Whitney Trust CO LLC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 28 |
ALLIANCEBERNSTEIN L.P. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
Private Advisor Group, LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 28 |
Cornerstone Advisors, Inc. | 24 | 4 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2020 | 28 |
Point View Wealth Management, Inc. | 27 | 27 | 0.03% | 0.11% | 0.33% | Q4 2013 | Q2 2020 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 27 |
FMR LLC | 21 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
MUFG Americas Holdings Corp | 24 | 3 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2020 | 27 |
GUARDIAN CAPITAL ADVISORS LP | 27 | 27 | 0.14% | 0.32% | 0.49% | Q1 2017 | Q3 2023 | 27 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 12 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 27 |
MACQUARIE GROUP LTD | 24 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.04% | Q2 2014 | Q3 2023 | 27 |
BlackRock Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
GREENLEAF TRUST | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
HANCOCK WHITNEY CORP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 26 |
FIRST TRUST ADVISORS LP | 18 | 3 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q1 2022 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.10% | 0.17% | 0.38% | Q3 2016 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Corient Capital Partners, LLC | 25 | 25 | 0.02% | 0.07% | 0.14% | Q3 2016 | Q3 2022 | 25 |
BB&T SECURITIES, LLC | 13 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 25 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
COMMERCE BANK | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 24 |
FIRST MANHATTAN CO. LLC. | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 24 |
BAILARD, INC. | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
SUNTRUST BANKS INC | 19 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 24 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 24 |
LAKE STREET ADVISORS GROUP, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
D.A. DAVIDSON & CO. | 18 | 6 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2022 | 24 |
WESBANCO BANK INC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 23 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 23 |
BTC Capital Management, Inc. | 12 | 4 | 0.01% | 0.05% | 0.13% | Q3 2014 | Q3 2023 | 23 |
MILES CAPITAL, INC. | 16 | 7 | 0.03% | 0.11% | 0.18% | Q2 2014 | Q1 2020 | 23 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
ATLAS CAPITAL ADVISORS LLC | 12 | 10 | 0.01% | 0.06% | 0.13% | Q1 2018 | Q3 2023 | 22 |
CWM, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
MISSION WEALTH MANAGEMENT, LP | 7 | 3 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 22 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 22 |
CREDIT SUISSE AG/ | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q2 2022 | 22 |
Ballentine Partners, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.02% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 21 | 21 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
TWO SIGMA INVESTMENTS, LP | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 21 |
EVERGREEN CAPITAL MANAGEMENT LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 13 | 3 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 21 |
TWO SIGMA ADVISERS, LP | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2020 | 21 |
THORNBURG INVESTMENT MANAGEMENT INC | 7 | 1 | 0.00% | 0.19% | 0.63% | Q2 2013 | Q3 2023 | 21 |
Clarius Group, LLC | 18 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 20 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 20 | 20 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2018 | 20 |
HBK INVESTMENTS L P | 10 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Neuberger Berman Group LLC | 8 | 4 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 20 |
PIN OAK INVESTMENT ADVISORS INC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
NINE MASTS CAPITAL Ltd | 13 | 1 | 0.07% | 1.72% | 6.87% | Q4 2014 | Q3 2020 | 20 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 20 |
Pacer Advisors, Inc. | 12 | 1 | 0.00% | 0.08% | 0.41% | Q4 2013 | Q3 2023 | 20 |
Legacy Financial Advisors, Inc. | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 20 |
MASTERS CAPITAL MANAGEMENT LLC | 17 | 2 | 0.19% | 0.55% | 0.99% | Q2 2013 | Q2 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.05% | 0.08% | 0.13% | Q1 2019 | Q3 2023 | 19 |
TORONTO DOMINION BANK | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2021 | 19 |
EATON VANCE MANAGEMENT | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2022 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.05% | 0.09% | Q1 2014 | Q3 2018 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 19 |
RAYMOND JAMES TRUST N.A. | 10 | 9 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
ClearBridge Investments | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 19 |
TELEMUS CAPITAL, LLC | 18 | 1 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 19 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
Valeo Financial Advisors, LLC | 15 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 19 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.07% | 0.76% | Q2 2015 | Q2 2023 | 18 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 1.07% | 9.65% | Q4 2012 | Q2 2023 | 18 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.00% | 0.10% | 0.55% | Q4 2014 | Q2 2023 | 18 |
ACCIDENT COMPENSATION CORP | 18 | 18 | 0.38% | 0.51% | 0.64% | Q1 2016 | Q2 2020 | 18 |
Cresset Asset Management, LLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Sharkey, Howes & Javer | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2019 | 18 |
DREMAN VALUE MANAGEMENT, L L C | 10 | 4 | 0.00% | 0.21% | 0.58% | Q2 2013 | Q1 2018 | 18 |
Cerity Partners LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 18 |
Janney Montgomery Scott LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
Camelot Portfolios, LLC | 14 | 3 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q2 2019 | 17 |
Cutler Group LLC / CA | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2021 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.13% | 0.23% | 0.39% | Q2 2013 | Q2 2017 | 17 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 17 |
Yorktown Management & Research Co Inc | 17 | 17 | 0.02% | 0.03% | 0.09% | Q2 2013 | Q2 2017 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
BALDWIN BROTHERS LLC/MA | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 17 |
American Trust Investment Advisors, LLC | 17 | 17 | 0.12% | 0.16% | 0.21% | Q4 2015 | Q4 2019 | 17 |
Simplicity Solutions, LLC | 7 | 2 | 0.01% | 0.02% | 0.07% | Q1 2017 | Q3 2023 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.02% | 0.07% | 0.22% | Q2 2013 | Q2 2017 | 17 |
RELIANCE TRUST CO OF DELAWARE | 13 | 3 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q1 2019 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Pinnacle Bancorp, Inc. | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Glassman Wealth Services | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Pinnacle Wealth Planning Services, Inc. | 14 | 2 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 16 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.05% | 0.10% | Q3 2013 | Q2 2017 | 16 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q2 2023 | 16 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2023 | 16 |
Gemmer Asset Management LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 16 |
Ethic Inc. | 16 | 16 | 0.01% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
LMR Partners LLP | 8 | 1 | 0.01% | 0.61% | 2.49% | Q4 2017 | Q3 2023 | 16 |
FinTrust Capital Advisors, LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
IRON Financial LLC | 6 | 1 | 0.02% | 0.07% | 0.11% | Q4 2013 | Q4 2022 | 15 |
LAZARD ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
SVB WEALTH LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Archford Capital Strategies, LLC | 13 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.06% | Q3 2011 | Q3 2015 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.04% | 0.08% | 0.16% | Q1 2020 | Q3 2023 | 15 |
PEAK6 Group LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
RONALD BLUE & CO LLC | 10 | 5 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 15 |
Virtu KCG Holdings LLC | 12 | 3 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2017 | 15 |
REGIONS FINANCIAL CORP | 13 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 15 |
Johnson Financial Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2017 | 15 |
RITHOLTZ WEALTH MANAGEMENT | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
American Portfolios Advisors | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 14 |
Atria Investments, Inc | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BROWN BROTHERS HARRIMAN & CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 14 |
Optas, LLC | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ASSETMARK, INC | 11 | 3 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q1 2018 | 14 |
First Allied Advisory Services, Inc. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2018 | 14 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Caprock Group, LLC | 8 | 1 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 14 |
NorthCoast Asset Management LLC | 12 | 2 | 0.02% | 0.11% | 0.30% | Q3 2017 | Q3 2021 | 14 |
NORTHROAD CAPITAL MANAGEMENT LLC | 14 | 14 | 2.19% | 2.70% | 3.48% | Q2 2013 | Q3 2016 | 14 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q4 2019 | 14 |
B. Riley Wealth Advisors, Inc. | 7 | 3 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 14 |
Proficio Capital Partners LLC | 13 | 1 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q2 2019 | 14 |
Keel Point, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
WRIGHT INVESTORS SERVICE INC | 11 | 2 | 0.06% | 0.83% | 1.46% | Q2 2013 | Q1 2017 | 13 |
Te Ahumairangi Investment Management Ltd | 13 | 13 | 0.24% | 0.31% | 0.37% | Q3 2020 | Q3 2023 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
THOMAS WHITE INTERNATIONAL LTD | 13 | 13 | 0.20% | 0.82% | 1.47% | Q2 2013 | Q2 2016 | 13 |
Smithfield Trust Co | 13 | 13 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2016 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 13 |
BRINKER CAPITAL INC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q2 2020 | 13 |
SIT INVESTMENT ASSOCIATES INC | 12 | 1 | 0.01% | 0.05% | 0.08% | Q4 2016 | Q3 2020 | 13 |
Wealthspire Advisors, L.P. | 9 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
RNC CAPITAL MANAGEMENT LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2017 | 13 |
Convergence Investment Partners, LLC | 11 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q1 2018 | 12 |
CAMBIAR INVESTORS LLC | 9 | 3 | 0.06% | 0.08% | 0.10% | Q4 2013 | Q1 2018 | 12 |
FEDERATED HERMES, INC. | 10 | 2 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 12 |
ExodusPoint Capital Management, LP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
Russell Investments Group, Ltd. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 12 |
BREMER TRUST NATIONAL ASSOCIATION | 8 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2018 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
American National Registered Investment Advisor, Inc. | 12 | 12 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q1 2016 | 12 |
SHELTON CAPITAL MANAGEMENT | 12 | 12 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q3 2019 | 12 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2023 | 12 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2018 | 12 |
GRATRY & Co LLC | 4 | 2 | 1.15% | 2.34% | 3.11% | Q2 2013 | Q1 2018 | 12 |
TOWNSQUARE CAPITAL LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Princeton Alpha Management LP | 8 | 4 | 0.03% | 0.06% | 0.11% | Q1 2014 | Q1 2017 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 12 |
Miracle Mile Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2019 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 12 |
HSBC HOLDINGS PLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 12 |
Manchester Capital Management LLC | 9 | 3 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 12 |
INTRUST BANK NA | 11 | 1 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 12 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.01% | 0.05% | 0.13% | Q2 2016 | Q1 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Hunter Perkins Capital Management, LLC | 12 | 12 | 0.03% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
RMB Capital Management, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2018 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.08% | 0.19% | 0.35% | Q4 2020 | Q3 2023 | 12 |
A.R.T. Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q4 2019 | 12 |
COMERICA SECURITIES INC | 11 | 11 | 0.03% | 0.04% | 0.08% | Q2 2016 | Q4 2018 | 11 |
180 WEALTH ADVISORS, LLC | 6 | 5 | 0.04% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 11 |
ROTHSCHILD INVESTMENT LLC /IL | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q4 2016 | 11 |
Ledyard National Bank | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 11 |
NumerixS Investment Technologies Inc | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2020 | 11 |
9258 Wealth Management, LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Sequoia Financial Advisors, LLC | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
SYNOVUS FINANCIAL CORP | 9 | 2 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 11 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.05% | 0.14% | Q4 2013 | Q4 2017 | 11 |
PERSONAL CFO SOLUTIONS, LLC | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Allianz Asset Management GmbH | 6 | 5 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2017 | 11 |
DEARBORN PARTNERS LLC | 11 | 11 | 0.12% | 0.15% | 0.24% | Q2 2013 | Q4 2015 | 11 |
Hardman Johnston Global Advisors LLC | 11 | 11 | 0.06% | 0.17% | 0.35% | Q2 2013 | Q4 2015 | 11 |
CAPITAL ONE, NATIONAL ASSOCIATION | 6 | 5 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 11 |
FIRST MERCANTILE TRUST CO | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Clark Capital Management Group, Inc. | 11 | 11 | 0.03% | 0.09% | 0.18% | Q3 2013 | Q1 2016 | 11 |
Mariner, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 11 |
Thomas J. Herzfeld Advisors, Inc. | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2019 | 11 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 10 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2022 | 10 |
AE Wealth Management LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 10 |
BAMCO INC /NY/ | 7 | 3 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 10 |
Connor, Clark & Lunn Investment Management Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 10 |
Cetera Investment Advisers | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q4 2022 | 10 |
AUGUSTINE ASSET MANAGEMENT INC | 10 | 10 | 0.18% | 0.20% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Platte River Capital LLC | 10 | 10 | 0.10% | 0.22% | 0.41% | Q2 2013 | Q3 2015 | 10 |
ETRADE Capital Management LLC | 4 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2018 | 10 |
CONNABLE OFFICE INC | 10 | 10 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q3 2015 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q4 2022 | 10 |
Kestra Advisory Services, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Veritable, L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2015 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.04% | 0.08% | 0.11% | Q1 2020 | Q2 2022 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.02% | 0.13% | 0.25% | Q2 2021 | Q3 2023 | 10 |
STRATTON MANAGEMENT CO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Stratos Wealth Partners, LTD. | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 9 |
Commonwealth Equity Services, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2016 | 9 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q2 2023 | 9 |
MARIETTA INVESTMENT PARTNERS LLC | 6 | 3 | 0.04% | 0.22% | 1.01% | Q2 2015 | Q1 2018 | 9 |
Heathbridge Capital Management Ltd. | 9 | 9 | 4.74% | 5.45% | 6.45% | Q2 2017 | Q2 2019 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2023 | 9 |
CAPITAL INSIGHT PARTNERS, LLC | 9 | 9 | 0.62% | 1.08% | 1.36% | Q1 2017 | Q1 2019 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 9 |
Laurel Wealth Advisors, Inc. | 5 | 4 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q1 2019 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 2 | 0.00% | 0.04% | 0.14% | Q1 2020 | Q3 2022 | 9 |
New Century Advisors, LLC | 6 | 3 | 0.39% | 2.40% | 3.47% | Q4 2013 | Q1 2016 | 9 |
Fieldpoint Private Securities, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 9 |
MGO ONE SEVEN LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 9 |
Martin Capital Partners, LLC | 9 | 9 | 1.34% | 1.61% | 1.83% | Q4 2020 | Q4 2022 | 9 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 5 | 4 | 0.01% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 9 |
FIRST HAWAIIAN BANK | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 9 |
AllSquare Wealth Management LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2020 | 9 |
Five Oceans Advisors | 9 | 9 | 0.06% | 0.10% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Parallax Volatility Advisers, L.P. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 9 |
Addison Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q2 2015 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Walleye Trading LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 9 |
Stellar Capital Management, LLC | 8 | 1 | 0.28% | 0.57% | 0.74% | Q1 2018 | Q2 2020 | 9 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 9 |
Prudent Man Advisors, LLC | 9 | 9 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q2 2022 | 9 |
Lenox Wealth Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
BlackRock Investment Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2015 | 9 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 9 |
STERNE AGEE GROUP, INC. | 8 | 8 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q1 2015 | 8 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 8 |
Kistler-Tiffany Companies, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
CoreFirst Bank & Trust | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2021 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q3 2018 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 8 |
First Personal Financial Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2018 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Ellevest, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 8 |
Knights of Columbus Asset Advisors LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Strategic Global Advisors, LLC | 8 | 8 | 0.05% | 0.09% | 0.21% | Q4 2014 | Q3 2016 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2018 | 8 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 8 | 8 | 1.58% | 1.99% | 2.39% | Q2 2013 | Q1 2015 | 8 |
apricus wealth, LLC | 8 | 8 | 0.26% | 0.51% | 1.04% | Q4 2021 | Q3 2023 | 8 |
TriaGen Wealth Management LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q1 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN CAPITAL LP | 5 | 3 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q4 2017 | 8 |
Quilter Plc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 8 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 6 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2018 | 8 |
Y-Intercept (Hong Kong) Ltd | 4 | 4 | 0.02% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2017 | 8 |
Raymond James Financial Services Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.03% | Q2 2019 | Q3 2023 | 8 |
Qtron Investments LLC | 7 | 7 | 0.09% | 0.14% | 0.26% | Q1 2022 | Q3 2023 | 7 |
PDT Partners, LLC | 4 | 1 | 0.00% | 0.04% | 0.10% | Q2 2014 | Q1 2017 | 7 |
Sicart Associates LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q2 2019 | 7 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 7 |
ArchPoint Investors | 6 | 1 | 0.06% | 0.11% | 0.14% | Q2 2014 | Q3 2021 | 7 |
First Affirmative Financial Network | 7 | 7 | 0.07% | 0.13% | 0.20% | Q2 2022 | Q4 2023 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Regal Investment Advisors LLC | 4 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2017 | 7 |
Allworth Financial LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 7 |
Airain ltd | 4 | 3 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q2 2017 | 7 |
Lenox Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2020 | 7 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 7 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2021 | 7 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 7 |
COWEN AND COMPANY, LLC | 3 | 1 | 0.11% | 0.33% | 0.71% | Q3 2019 | Q2 2023 | 7 |
CNB Bank | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Pasadena Private Wealth, LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q2 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.07% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2014 | 7 |
DC Investments Management, LLC | 7 | 7 | 0.06% | 0.16% | 0.35% | Q2 2019 | Q4 2020 | 7 |
AXA S.A. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2019 | 7 |
GENERAL ELECTRIC CO | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q2 2016 | 7 |
L & S Advisors Inc | 7 | 7 | 0.06% | 0.08% | 0.11% | Q1 2015 | Q3 2016 | 7 |
MEEDER ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 7 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
INSIGHT 2811, INC. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2015 | 6 |
Capricorn Fund Managers Ltd | 6 | 6 | 0.12% | 2.40% | 6.91% | Q2 2022 | Q3 2023 | 6 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 2 | 0.06% | 0.14% | 0.22% | Q2 2013 | Q3 2015 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Roble, Belko & Company, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Bridgefront Capital, LLC | 5 | 1 | 0.05% | 0.10% | 0.16% | Q4 2020 | Q3 2022 | 6 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q4 2021 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Curated Wealth Partners LLC | 6 | 6 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Plante Moran Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Veracity Capital LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
WRAPMANAGER INC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Beacon Pointe Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MENORA MIVTACHIM HOLDINGS LTD. | 4 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2019 | 6 |
TRUEWEALTH LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
WHITTIER TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.23% | 0.31% | 0.39% | Q2 2022 | Q3 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NEW YORK STATE COMMON RETIREMENT FUND | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Quantinno Capital Management LP | 6 | 6 | 0.01% | 0.05% | 0.10% | Q2 2022 | Q3 2023 | 6 |
CKW FINANCIAL GROUP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 6 | 6 | 0.12% | 0.18% | 0.22% | Q4 2014 | Q1 2016 | 6 |
HERNDON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
VERUS CAPITAL PARTNERS, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 6 |
WP Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2022 | 6 |
WASHINGTON TRUST BANK | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 0.57% | 0.68% | 0.77% | Q2 2021 | Q3 2022 | 6 |
Lourd Capital, LLC | 5 | 1 | 0.01% | 0.06% | 0.11% | Q4 2017 | Q2 2019 | 6 |
Ruffer LLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
TUDOR INVESTMENT CORP ET AL | 6 | 6 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Candriam S.C.A. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 6 |
Claro Advisors LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Pekin Hardy Strauss, Inc. | 3 | 3 | 0.01% | 0.11% | 0.27% | Q1 2022 | Q3 2023 | 6 |
Campbell & CO Investment Adviser LLC | 5 | 1 | 0.09% | 0.20% | 0.59% | Q1 2016 | Q2 2018 | 6 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 5 |
ASB Consultores, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
EVOKE WEALTH, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 5 |
ICICI Prudential Asset Management Co Ltd | 5 | 5 | 2.22% | 2.70% | 3.26% | Q3 2021 | Q3 2022 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.46% | 0.56% | 0.68% | Q3 2022 | Q3 2023 | 5 |
Fortitude Advisory Group L.L.C. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Engineers Gate Manager LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Vident Investment Advisory, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
PRICE T ROWE ASSOCIATES INC /MD/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Balentine LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2020 | 5 |
FFT WEALTH MANAGEMENT LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Acrospire Investment Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2017 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 1 | 0.02% | 0.09% | 0.12% | Q4 2013 | Q4 2015 | 5 |
Granahan Investment Management | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Spot Trading L.L.C | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
HAP Trading, LLC | 4 | 4 | 0.00% | 0.17% | 0.52% | Q4 2022 | Q3 2023 | 5 |
Aaron Wealth Advisors LLC | 4 | 1 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2014 | 5 |
HHG & Company, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2014 | 5 |
DEERE & CO | 3 | 1 | 0.04% | 0.06% | 0.10% | Q1 2015 | Q3 2016 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
OppenheimerFunds, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Fort Sheridan Advisors LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q4 2019 | 5 |
Burns Matteson Capital Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q2 2023 | 5 |
Quantamental Technologies LLC | 5 | 5 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q4 2019 | 5 |
Cambridge Investment Research Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 5 |
Cable Hill Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2017 | 5 |
BANCED CORP | 4 | 1 | 0.09% | 0.12% | 0.15% | Q2 2013 | Q4 2014 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 5 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q4 2018 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 5 |
RATIONAL ADVISORS LLC | 5 | 5 | 0.64% | 0.67% | 0.72% | Q1 2009 | Q1 2010 | 5 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
RPg Family Wealth Advisory, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 5 |
East Coast Asset Management, LLC. | 5 | 5 | 0.01% | 0.06% | 0.08% | Q2 2013 | Q2 2014 | 5 |
Arthur Zaske & Associates, LLC | 5 | 5 | 0.13% | 0.17% | 0.22% | Q4 2016 | Q4 2017 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 5 |
WealthStone, Inc. | 4 | 1 | 0.00% | 0.05% | 0.07% | Q2 2019 | Q1 2021 | 5 |
Dorsey Wright & Associates | 4 | 1 | 0.89% | 0.99% | 1.11% | Q2 2022 | Q3 2023 | 5 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q4 2022 | 5 |
CONNING INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
BBR PARTNERS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 4 |
Harbour Capital Advisors, LLC | 4 | 4 | 0.13% | 0.16% | 0.18% | Q1 2023 | Q4 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
JAMES INVESTMENT RESEARCH INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Fund Evaluation Group, LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2017 | Q3 2018 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.03% | 0.10% | 0.18% | Q2 2013 | Q1 2014 | 4 |
Well Done, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2015 | Q4 2018 | 4 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.00% | 0.09% | 0.18% | Q2 2020 | Q2 2022 | 4 |
Americana Partners, LLC | 4 | 4 | 0.00% | 0.03% | 0.05% | Q2 2022 | Q1 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2021 | 4 |
CIBC BANK USA | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Salient Capital Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q4 2015 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kalos Management, Inc. | 3 | 1 | 0.04% | 0.06% | 0.12% | Q4 2015 | Q3 2019 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
DRW Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q1 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Freestone Capital Holdings, LLC | 4 | 4 | 0.01% | 0.06% | 0.08% | Q2 2013 | Q1 2014 | 4 |
Cypress Wealth Advisors LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q2 2016 | Q1 2017 | 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
Arlington Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
NatWest Group plc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Chicago Partners Investment Group LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Game Creek Capital, LP | 3 | 1 | 0.04% | 0.25% | 0.42% | Q3 2018 | Q1 2022 | 4 |
Arden Trust Co | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
SCOTIA CAPITAL INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
BELLEVUE ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
XY Capital Ltd | 4 | 4 | 1.77% | 3.76% | 5.65% | Q4 2022 | Q3 2023 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
AMP Capital Investors Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
PARADIGM ASSET MANAGEMENT CO LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
HighTower Trust Company, N.A. | 4 | 4 | 0.03% | 0.06% | 0.07% | Q1 2015 | Q4 2015 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Blueprint Investment Partners LLC | 2 | 2 | 0.03% | 0.07% | 0.10% | Q1 2022 | Q1 2023 | 4 |
COWEN INC. | 3 | 1 | 0.26% | 0.74% | 1.53% | Q2 2018 | Q2 2019 | 4 |
Winslow, Evans & Crocker, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2019 | 4 |
Vanguard Capital Wealth Advisors | 4 | 4 | 0.14% | 0.16% | 0.19% | Q3 2021 | Q2 2022 | 4 |
GENESEE VALLEY TRUST CO | 4 | 4 | 0.19% | 0.24% | 0.27% | Q2 2013 | Q1 2014 | 4 |
GUGGENHEIM CAPITAL LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 4 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 4 |
Forward Management, LLC | 4 | 4 | 0.00% | 0.15% | 0.37% | Q3 2015 | Q2 2016 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
TIEDEMANN ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.15% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
SECURITY NATIONAL TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Horizon Investments, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 3 |
DGS Capital Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Steinberg Global Asset Management | 3 | 3 | 0.15% | 0.16% | 0.17% | Q2 2015 | Q4 2015 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Banyan Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q2 2014 | 3 |
AlphaMark Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 3 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q2 2015 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 3 |
XTX Topco Ltd | 2 | 1 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q1 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.03% | 0.07% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Herr Investment Group LLC | 3 | 3 | 0.65% | 0.71% | 0.77% | Q1 2023 | Q3 2023 | 3 |
Hollow Brook Wealth Management LLC | 3 | 3 | 0.05% | 2.06% | 3.09% | Q4 2017 | Q2 2018 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.32% | 0.37% | 0.43% | Q4 2018 | Q2 2019 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q4 2018 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
PDS Planning, Inc | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Institute for Wealth Management, LLC. | 3 | 3 | 0.07% | 0.13% | 0.23% | Q3 2017 | Q1 2018 | 3 |
FIRST AMERICAN TRUST, FSB | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Knowledge Leaders Capital, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q2 2023 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BALASA DINVERNO & FOLTZ LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 3 |
Wealthspire Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 3 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Philadelphia Financial Management of San Francisco, LLC | 2 | 1 | 3.76% | 3.97% | 4.24% | Q4 2016 | Q3 2023 | 3 |
Jump Financial, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 3 |
HM PAYSON & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
Ninety One UK Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 3 |
Independent Advisor Alliance | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Ergoteles LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Ativo Capital Management LLC | 3 | 3 | 0.36% | 0.46% | 0.52% | Q2 2015 | Q4 2015 | 3 |
Principal Street Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
COLRAIN CAPITAL LLC | 2 | 1 | 0.02% | 0.19% | 0.40% | Q4 2015 | Q1 2017 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.05% | 0.10% | Q4 2015 | Q4 2022 | 3 |
SouthState Corp | 3 | 3 | 0.41% | 0.44% | 0.48% | Q2 2015 | Q4 2015 | 3 |
Dougherty Wealth Advisers LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q2 2019 | 3 |
Toscafund Asset Management LLP | 3 | 3 | 3.95% | 4.90% | 6.65% | Q4 2013 | Q2 2014 | 3 |
Perigon Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2020 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
AVALON CAPITAL MANAGEMENT | 3 | 3 | 0.21% | 0.22% | 0.24% | Q2 2013 | Q4 2013 | 3 |
Resonant Capital Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q4 2013 | 3 |
Senvest Management, LLC | 3 | 3 | 0.13% | 0.19% | 0.26% | Q4 2020 | Q2 2021 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EWA, LLC | 3 | 3 | 0.42% | 0.45% | 0.46% | Q1 2023 | Q3 2023 | 3 |
FCG ADVISORS, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2013 | Q3 2014 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 3 |
Calamos Advisors LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2018 | 3 |
Georgetown University | 3 | 3 | 0.43% | 0.51% | 0.60% | Q1 2023 | Q3 2023 | 3 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 2 |
ERn Financial, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Fiera Capital Corp | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
BlackRock Group LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
KCS Wealth Advisory | 2 | 2 | 0.12% | 0.15% | 0.18% | Q4 2017 | Q1 2018 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Bedell Frazier Investment Counselling, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q4 2022 | 2 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2019 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 2 |
Walkner Condon Financial Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 2 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
DG CAPITAL MANAGEMENT INC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2013 | Q4 2013 | 2 |
STOCK YARDS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Dominick & Dominick LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q3 2014 | Q4 2014 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q4 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Wedmont Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.01% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Shay Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Laurion Capital Management LP | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2019 | 2 |
State of Wyoming | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
BLACKROCK ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MQS Management LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2016 | Q3 2016 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
abrdn Investment Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Blue Barn Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Altman Advisors, Inc. | 1 | 1 | 0.00% | 0.52% | 1.05% | Q1 2023 | Q3 2023 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 2 |
SAMLYN CAPITAL, LLC | 2 | 2 | 0.11% | 0.25% | 0.38% | Q4 2022 | Q1 2023 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
ING GROEP NV | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Capital Wealth Planning, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 2 | 2 | 0.24% | 0.44% | 0.64% | Q4 2014 | Q1 2015 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q4 2015 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
Front Row Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.14% | 0.26% | Q4 2016 | Q4 2020 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
Wealth Alliance | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q2 2018 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Brainard Capital Management LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
BURNEY CO/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ProShare Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Cowen Investment Management LLC | 1 | 1 | 0.58% | 1.81% | 3.04% | Q1 2020 | Q4 2022 | 2 |
PFG Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Nuveen Asset Management, LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q4 2016 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2017 | Q1 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stokes Family Office, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2015 | Q2 2015 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Caption Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CPWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Linden Thomas Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Alaethes Wealth LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Fore Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tradeworx Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Assenagon Asset Management S.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
IBERIABANK CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Huntington Steele LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
XPONANCE, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Sensato Investors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Grove Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
EAGLE GLOBAL ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2013 | Q4 2013 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Seawolf Capital, LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q1 2017 | Q1 2017 | 1 |
Andesa Financial Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2021 | Q1 2021 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Rossmore Private Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Centiva Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Vilas Fund, LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2019 | Q2 2019 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
GLOBAL STRATEGIC MANAGEMENT INC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2020 | Q4 2020 | 1 |
CADENCE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2017 | Q2 2017 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
VECTOR WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2012 | Q1 2012 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Farmers National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Symmetry Investments LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Fidelis Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Texas Yale Capital Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
External links
This page lists all the filers that currently own MITSUBISHI UFJ FINL GROUP IN or have owned MITSUBISHI UFJ FINL GROUP IN in the past.