Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23 | 17 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 82 |
Citadel Advisors | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 48 |
Saturna Capital CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 41 | 41 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
FIFTH THIRD BANCORP | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
CITIGROUP INC | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 41 | 41 | 0.00% | 0.04% | 0.16% | Q3 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
GUGGENHEIM CAPITAL LLC | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
BRANDES INVESTMENT PARTNERS, LP | 41 | 41 | 0.02% | 0.57% | 1.37% | Q3 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
ROYAL BANK OF CANADA | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
DIMENSIONAL FUND ADVISORS LP | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
WELLS FARGO & COMPANY/MN | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
NORTHERN TRUST CORP | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
BANK OF AMERICA CORP /DE/ | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
MORGAN STANLEY | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
GOLDMAN SACHS GROUP INC | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
NATIXIS ADVISORS, L.P. | 41 | 41 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 41 |
LINCLUDEN MANAGEMENT LTD | 41 | 41 | 0.21% | 0.45% | 1.16% | Q3 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 41 | 41 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 41 |
WealthTrust Axiom LLC | 41 | 41 | 0.07% | 0.17% | 0.27% | Q3 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
Bank of New York Mellon Corp | 30 | 10 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 40 |
Gradient Investments LLC | 24 | 16 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 40 |
BANK OF MONTREAL /CAN/ | 38 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 40 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 40 |
1832 Asset Management L.P. | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
Laird Norton Wetherby Wealth Management, LLC | 33 | 6 | 0.01% | 0.04% | 0.09% | Q3 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
BARCLAYS PLC | 22 | 16 | 0.00% | 0.00% | 0.06% | Q3 2013 | Q3 2023 | 39 |
Catalyst Capital Advisors LLC | 38 | 38 | 0.06% | 0.12% | 0.29% | Q2 2014 | Q3 2023 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 5 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 38 |
MANAGED ASSET PORTFOLIOS, LLC | 38 | 38 | 2.59% | 4.07% | 6.19% | Q2 2014 | Q3 2023 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
Camelot Portfolios, LLC | 37 | 37 | 0.42% | 0.80% | 1.31% | Q3 2013 | Q3 2022 | 37 |
COMERICA BANK | 37 | 37 | 0.00% | 0.02% | 0.02% | Q4 2013 | Q4 2022 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 37 |
GUARDIAN CAPITAL ADVISORS LP | 37 | 37 | 0.02% | 0.58% | 1.10% | Q4 2013 | Q4 2022 | 37 |
Edgemoor Investment Advisors, Inc. | 36 | 36 | 0.17% | 0.47% | 0.72% | Q3 2013 | Q2 2022 | 36 |
FIRST TRUST ADVISORS LP | 19 | 17 | 0.00% | 0.01% | 0.12% | Q3 2013 | Q3 2022 | 36 |
Community Bank, N.A. | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 35 | 35 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q1 2022 | 35 |
Lesa Sroufe & Co | 35 | 35 | 1.54% | 3.55% | 5.02% | Q3 2013 | Q1 2022 | 35 |
DEUTSCHE BANK AG\ | 26 | 8 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2022 | 34 |
QUADRANT CAPITAL GROUP LLC | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
LPL Financial LLC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 32 |
ADVISORS MANAGEMENT GROUP INC /ADV | 32 | 32 | 0.14% | 0.40% | 0.83% | Q4 2015 | Q3 2023 | 32 |
GLENMEDE TRUST CO NA | 18 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2022 | 32 |
ENTERPRISE FINANCIAL SERVICES CORP | 32 | 32 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2021 | 32 |
Raymond James Financial Services Advisors, Inc. | 18 | 3 | 0.00% | 0.02% | 0.21% | Q3 2014 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 16 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 30 |
Aperio Group, LLC | 30 | 30 | 0.03% | 0.06% | 0.09% | Q3 2013 | Q4 2020 | 30 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.32% | 1.32% | Q3 2013 | Q3 2023 | 29 |
NISA INVESTMENT ADVISORS, LLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.08% | 0.20% | 0.37% | Q4 2013 | Q4 2020 | 29 |
Cornerstone Advisors, Inc. | 29 | 29 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2020 | 29 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 29 |
SIGNATUREFD, LLC | 23 | 6 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 29 |
Janney Capital Management LLC | 28 | 28 | 0.00% | 0.73% | 1.16% | Q3 2013 | Q2 2020 | 28 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Checchi Capital Advisers, LLC | 23 | 1 | 0.01% | 0.04% | 0.08% | Q2 2014 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 27 | 27 | 0.02% | 0.07% | 0.10% | Q3 2013 | Q1 2020 | 27 |
Morningstar Investment Services LLC | 10 | 2 | 0.00% | 0.13% | 0.77% | Q3 2013 | Q3 2023 | 27 |
PEAK6 Group LLC | 7 | 4 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q2 2016 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Freedom Investment Management, Inc. | 23 | 1 | 0.01% | 0.17% | 0.84% | Q2 2014 | Q3 2023 | 27 |
GEODE CAPITAL MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2021 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.06% | 0.10% | Q3 2016 | Q3 2023 | 26 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 24 | 2 | 0.04% | 0.08% | 0.10% | Q1 2014 | Q3 2020 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 26 |
GROUP ONE TRADING, L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2019 | 26 |
MACQUARIE GROUP LTD | 18 | 8 | 0.00% | 0.04% | 0.23% | Q3 2013 | Q3 2023 | 26 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 26 |
Invesco Ltd. | 25 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2021 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 26 |
LOGAN CAPITAL MANAGEMENT INC | 25 | 25 | 0.04% | 0.08% | 0.11% | Q3 2017 | Q3 2023 | 25 |
D.A. DAVIDSON & CO. | 18 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 24 |
Investors Research Corp | 24 | 24 | 0.04% | 0.08% | 0.15% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Cutler Group LLC / CA | 10 | 10 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q1 2018 | 23 |
Baird Financial Group, Inc. | 23 | 23 | 0.00% | 0.05% | 0.19% | Q2 2015 | Q4 2020 | 23 |
CENTRAL TRUST Co | 16 | 7 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 23 |
Creative Planning | 16 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 23 |
Callahan Advisors, LLC | 22 | 22 | 0.09% | 0.14% | 0.18% | Q3 2013 | Q4 2018 | 22 |
Spot Trading L.L.C | 6 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q1 2017 | 22 |
OLD MISSION CAPITAL LLC | 8 | 1 | 0.02% | 0.32% | 1.37% | Q4 2014 | Q2 2023 | 22 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q2 2023 | 22 |
ClearBridge Investments | 20 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2019 | 22 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 21 |
TODD ASSET MANAGEMENT LLC | 11 | 10 | 0.01% | 0.19% | 0.57% | Q2 2014 | Q3 2023 | 21 |
LS Investment Advisors, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Smithfield Trust Co | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2018 | 21 |
CREDIT SUISSE AG/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 21 |
BESSEMER GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 21 |
WEBSTER BANK, N. A. | 20 | 20 | 0.03% | 0.14% | 0.26% | Q3 2013 | Q2 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.03% | 0.20% | Q1 2018 | Q3 2023 | 20 |
Pacer Advisors, Inc. | 8 | 1 | 0.00% | 0.12% | 0.38% | Q4 2013 | Q1 2023 | 20 |
Highlander Capital Management, LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2018 | 20 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 20 |
EATON VANCE MANAGEMENT | 15 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2021 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
FDx Advisors, Inc. | 10 | 2 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 20 |
JANUS HENDERSON GROUP PLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 19 |
Bollard Group LLC | 19 | 19 | 0.05% | 0.08% | 0.12% | Q4 2014 | Q2 2019 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
First Horizon Advisors, Inc. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 19 |
Private Advisor Group, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2022 | 19 |
BlackRock Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2018 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Penserra Capital Management LLC | 19 | 19 | 0.01% | 0.15% | 0.27% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2022 | 19 |
EAGLE ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2019 | 18 |
HUNTINGTON NATIONAL BANK | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 17 |
PARADIGM ASSET MANAGEMENT CO LLC | 9 | 8 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 17 |
Ellevest, Inc. | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2019 | 17 |
RMB Capital Management, LLC | 10 | 7 | 0.01% | 0.05% | 0.15% | Q3 2013 | Q2 2019 | 17 |
Pinnacle Bancorp, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 17 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2017 | 17 |
Cambridge Investment Research Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 17 |
Sheaff Brock Investment Advisors, LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2019 | 17 |
ATLAS CAPITAL ADVISORS LLC | 10 | 3 | 0.01% | 0.14% | 0.38% | Q1 2018 | Q3 2023 | 17 |
GREENLEAF TRUST | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 17 |
Walleye Trading LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2016 | 17 |
OLD NATIONAL BANCORP /IN/ | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2023 | 16 |
Qube Research & Technologies Ltd | 11 | 5 | 0.00% | 0.03% | 0.20% | Q3 2019 | Q3 2023 | 16 |
BBVA USA Bancshares, Inc. | 15 | 1 | 0.00% | 0.08% | 0.12% | Q3 2013 | Q4 2019 | 16 |
Glassman Wealth Services | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Financial Architects, Inc | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2019 | 16 |
RHUMBLINE ADVISERS | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 16 |
THORNBURG INVESTMENT MANAGEMENT INC | 16 | 16 | 0.02% | 0.08% | 0.15% | Q4 2019 | Q3 2023 | 16 |
CAPSTONE ASSET MANAGEMENT CO | 16 | 16 | 0.04% | 0.10% | 0.16% | Q3 2013 | Q2 2017 | 16 |
SCOTIA CAPITAL INC. | 11 | 5 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2019 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q4 2022 | 16 |
Mirae Asset Global Investments Co., Ltd. | 12 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 16 |
PITTENGER & ANDERSON INC | 16 | 16 | 0.05% | 0.10% | 0.12% | Q3 2015 | Q2 2019 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
INTRUST BANK NA | 15 | 15 | 0.04% | 0.20% | 0.28% | Q2 2016 | Q4 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 15 |
AMERICAN CENTURY COMPANIES INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NOMURA HOLDINGS INC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q4 2019 | 15 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 15 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 15 |
SeaCrest Wealth Management, LLC | 9 | 6 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2022 | 15 |
Manchester Capital Management LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 15 |
Virtu KCG Holdings LLC | 15 | 15 | 0.01% | 0.05% | 0.33% | Q3 2013 | Q1 2017 | 15 |
FEDERATED HERMES, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
EAGLE GLOBAL ADVISORS LLC | 15 | 15 | 0.07% | 0.20% | 0.34% | Q1 2014 | Q3 2017 | 15 |
NAPLES GLOBAL ADVISORS, LLC | 15 | 15 | 0.02% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
ProVise Management Group, LLC | 15 | 15 | 0.03% | 0.05% | 0.14% | Q3 2013 | Q1 2017 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
Kistler-Tiffany Companies, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2017 | 15 |
JOHNSON INVESTMENT COUNSEL INC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2019 | 15 |
SEI INVESTMENTS CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q2 2019 | 15 |
BB&T SECURITIES, LLC | 13 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2019 | 14 |
Joel Isaacson & Co., LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2016 | 14 |
SUNTRUST BANKS INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2019 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q1 2019 | 14 |
UBS AG | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 14 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 14 |
AMERICAN NATIONAL INSURANCE CO | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2016 | 14 |
GSB Wealth Management, LLC | 14 | 14 | 0.77% | 0.97% | 1.15% | Q4 2016 | Q1 2020 | 14 |
WRAPMANAGER INC | 13 | 1 | 0.04% | 0.10% | 0.12% | Q2 2016 | Q2 2023 | 14 |
Gemmer Asset Management LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 14 |
CAPTRUST FINANCIAL ADVISORS | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 8 | 6 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Patriot Financial Group Insurance Agency, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 14 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2017 | 13 |
ETRADE Capital Management LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q2 2019 | 13 |
MSI Financial Services Inc | 7 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 13 |
HOWE & RUSLING INC | 9 | 4 | 0.00% | 0.08% | 1.04% | Q2 2016 | Q4 2020 | 13 |
Global Retirement Partners, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 13 |
Russell Investments Group, Ltd. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 13 |
People's United Financial, Inc. | 13 | 13 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q2 2019 | 13 |
DEERE & CO | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q3 2016 | 13 |
CAMBIAR INVESTORS LLC | 13 | 13 | 1.42% | 2.18% | 3.00% | Q2 2016 | Q2 2019 | 13 |
M&T BANK CORP | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 13 |
Rikoon Group, LLC | 12 | 12 | 0.05% | 0.12% | 0.18% | Q2 2017 | Q1 2020 | 12 |
HERON FINANCIAL GROUP, LLC | 12 | 12 | 0.07% | 0.14% | 0.27% | Q4 2019 | Q3 2022 | 12 |
Calvert Investment Management, Inc. | 12 | 12 | 0.04% | 0.10% | 0.17% | Q3 2013 | Q2 2016 | 12 |
Capital Advisory Group Advisory Services, LLC | 7 | 5 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2021 | 12 |
CENTAURUS FINANCIAL, INC. | 11 | 1 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 12 |
Ativo Capital Management LLC | 8 | 4 | 0.36% | 0.47% | 0.63% | Q1 2018 | Q2 2021 | 12 |
BRINKER CAPITAL INC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2020 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 12 |
1st Global Advisors, Inc. | 12 | 12 | 0.02% | 0.06% | 0.09% | Q3 2014 | Q2 2017 | 12 |
Summit Global Investments | 10 | 2 | 0.04% | 0.10% | 0.19% | Q1 2019 | Q4 2022 | 12 |
ADVISOR PARTNERS LLC | 9 | 1 | 0.01% | 0.02% | 0.07% | Q3 2015 | Q2 2022 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
TELEMUS CAPITAL, LLC | 9 | 1 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q1 2019 | 12 |
180 WEALTH ADVISORS, LLC | 7 | 4 | 0.03% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
North Star Investment Management Corp. | 11 | 11 | 0.00% | 0.05% | 0.08% | Q1 2014 | Q3 2016 | 11 |
AlphaMark Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 11 |
Lenox Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
Simplicity Solutions, LLC | 11 | 11 | 0.06% | 0.14% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Waterfront Wealth Inc. | 11 | 11 | 0.43% | 0.49% | 0.58% | Q1 2021 | Q3 2023 | 11 |
HARTWELL J M LIMITED PARTNERSHIP | 8 | 3 | 0.05% | 0.08% | 0.11% | Q1 2016 | Q3 2019 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Hillsdale Investment Management Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
SYMONS CAPITAL MANAGEMENT INC | 11 | 11 | 2.23% | 3.85% | 4.46% | Q4 2013 | Q2 2016 | 11 |
Freestone Capital Holdings, LLC | 8 | 1 | 0.00% | 0.08% | 0.28% | Q1 2018 | Q1 2022 | 11 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 11 | 11 | 0.04% | 0.11% | 0.15% | Q2 2014 | Q4 2016 | 11 |
Vanguard Personalized Indexing Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.09% | Q1 2020 | Q3 2023 | 11 |
MML INVESTORS SERVICES, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 11 |
Epoch Investment Partners, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
CITY HOLDING CO | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 11 |
JNBA Financial Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 10 |
Fruth Investment Management | 7 | 3 | 0.03% | 0.04% | 0.08% | Q3 2014 | Q4 2022 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 10 |
Old Port Advisors | 9 | 1 | 0.06% | 0.39% | 0.60% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
DIVIDEND ASSETS CAPITAL, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Cetera Advisor Networks LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2017 | 10 |
Ethic Inc. | 10 | 10 | 0.01% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Founders Capital Management | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 10 |
Ironsides Asset Advisors, LLC | 10 | 10 | 0.11% | 0.13% | 0.14% | Q2 2017 | Q3 2019 | 10 |
ASSETMARK, INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 10 |
CIBC WORLD MARKET INC. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q4 2015 | 10 |
Timber Hill LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 10 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 10 | 0.03% | 0.87% | 1.27% | Q3 2013 | Q4 2015 | 10 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 10 |
Column Capital Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
First Trust Direct Indexing L.P. | 9 | 1 | 0.00% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 10 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 10 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
AMG National Trust Bank | 9 | 9 | 0.11% | 0.18% | 0.21% | Q1 2017 | Q1 2019 | 9 |
STATE STREET CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 9 |
Private Portfolio Partners LLC | 9 | 9 | 0.04% | 0.09% | 0.13% | Q4 2018 | Q4 2020 | 9 |
RNC CAPITAL MANAGEMENT LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Mount Yale Investment Advisors, LLC | 6 | 3 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 9 |
SPC Financial, Inc. | 9 | 9 | 0.06% | 0.50% | 1.18% | Q3 2014 | Q3 2016 | 9 |
STEPHENS INC /AR/ | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2015 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.02% | 0.04% | 0.04% | Q1 2017 | Q1 2019 | 9 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 9 | 9 | 0.08% | 0.13% | 0.34% | Q3 2013 | Q3 2015 | 9 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 4 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2018 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Cetera Advisors LLC | 9 | 9 | 0.10% | 0.15% | 0.19% | Q2 2014 | Q2 2016 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 2 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q1 2018 | 9 |
Thomas J. Herzfeld Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
HANCOCK WHITNEY CORP | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 9 |
THOMAS WHITE INTERNATIONAL LTD | 9 | 9 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q2 2023 | 9 |
FineMark National Bank & Trust | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 9 |
OFI Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 9 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 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% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Mutual Advisors, LLC | 6 | 2 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q1 2023 | 8 |
WEDBUSH SECURITIES INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FULTON BANK, N.A. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q2 2015 | 8 |
MOTCO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 8 |
Royal Fund Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
TORONTO DOMINION BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 8 |
Virtus ETF Advisers LLC | 4 | 4 | 0.23% | 0.54% | 0.80% | Q1 2020 | Q4 2022 | 8 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
FINANCIAL COUNSELORS INC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2016 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.02% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
RUSSELL FRANK CO/ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
GENESEE VALLEY TRUST CO | 8 | 8 | 0.09% | 0.14% | 0.22% | Q2 2016 | Q1 2018 | 8 |
Fiera Capital Corp | 5 | 3 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q4 2016 | 8 |
Neuburgh Advisers LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Transamerica Financial Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
West Family Investments, Inc. | 4 | 1 | 0.06% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 8 |
Flinton Capital Management LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Cable Hill Partners, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 8 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Allworth Financial LP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
Shoker Investment Counsel, Inc. | 8 | 8 | 0.21% | 0.23% | 0.26% | Q4 2013 | Q3 2015 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 7 | 7 | 0.49% | 0.67% | 0.84% | Q1 2022 | Q3 2023 | 7 |
Optiver Holding B.V. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q1 2015 | 7 |
MIDAS MANAGEMENT CORP | 5 | 2 | 0.87% | 1.19% | 1.46% | Q4 2013 | Q3 2015 | 7 |
Vestmark Advisory Solutions, Inc. | 6 | 1 | 0.01% | 0.08% | 0.14% | Q1 2019 | Q2 2023 | 7 |
First Personal Financial Services | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Koss-Olinger Consulting, LLC | 6 | 1 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 7 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2020 | 7 |
Mondrian Investment Partners LTD | 7 | 7 | 0.24% | 0.45% | 0.56% | Q3 2013 | Q1 2015 | 7 |
Syntal Capital Partners, LLC | 7 | 7 | 0.17% | 0.31% | 0.50% | Q4 2017 | Q2 2019 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 7 | 7 | 0.00% | 0.02% | 0.02% | Q3 2013 | Q1 2015 | 7 |
Integrated Investment Consultants, LLC | 6 | 1 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q1 2018 | 7 |
Five Oceans Advisors | 7 | 7 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
WRIGHT INVESTORS SERVICE INC | 7 | 7 | 0.17% | 0.93% | 1.40% | Q4 2013 | Q2 2015 | 7 |
Kestra Advisory Services, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2015 | 7 |
Equitable Holdings, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
COZAD ASSET MANAGEMENT INC | 4 | 3 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q2 2022 | 7 |
STERLING INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.10% | 0.75% | 0.89% | Q1 2021 | Q3 2022 | 7 |
Garner Asset Management Corp | 7 | 7 | 0.13% | 0.16% | 0.18% | Q2 2017 | Q4 2018 | 7 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
NorthCoast Asset Management LLC | 5 | 2 | 0.05% | 0.13% | 0.17% | Q2 2014 | Q3 2017 | 7 |
Plante Moran Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 6 |
AT Bancorp | 6 | 6 | 0.02% | 0.21% | 0.41% | Q1 2016 | Q2 2017 | 6 |
Lehman Financial Resources, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2015 | 6 |
Yorktown Management & Research Co Inc | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2016 | Q1 2018 | 6 |
FOUNDERS BANK & TRUST | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
HARTFORD INVESTMENT MANAGEMENT CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Corient Capital Partners, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 6 |
Peachtree Investment Advisors, Inc. | 6 | 6 | 0.15% | 0.37% | 0.50% | Q4 2013 | Q1 2015 | 6 |
ROPES WEALTH ADVISORS LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2018 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
New Century Advisors, LLC | 5 | 1 | 1.20% | 1.40% | 1.81% | Q2 2014 | Q4 2015 | 6 |
DEARBORN PARTNERS LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Sierra Capital LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Beck Bode, LLC | 4 | 1 | 0.02% | 0.08% | 0.16% | Q4 2018 | Q2 2021 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Allianz Asset Management GmbH | 6 | 6 | 0.02% | 0.08% | 0.10% | Q3 2013 | Q4 2014 | 6 |
OPPENHEIMER & CO INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 6 |
GoldenTree Asset Management | 5 | 1 | 0.03% | 0.23% | 0.92% | Q1 2017 | Q1 2020 | 6 |
BLUESTEIN R H & CO LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q1 2015 | 6 |
Aquatic Capital Management LLC | 4 | 1 | 0.00% | 0.06% | 0.30% | Q4 2021 | Q3 2023 | 6 |
Pinnacle Summer Investments, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
Dynamic Advisor Solutions LLC | 6 | 6 | 0.15% | 0.28% | 0.38% | Q1 2014 | Q2 2015 | 6 |
Weaver Consulting Group | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Accel Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
RONALD BLUE & CO LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
Balentine LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 5 |
Bartlett & Co. LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 5 |
Clearstead Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
COMMUNITY BANK SYSTEM, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2015 | 5 |
Quantinno Capital Management LP | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.02% | 0.07% | 0.14% | Q1 2016 | Q3 2018 | 5 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 5 |
Lenox Wealth Management, Inc. | 4 | 1 | 0.00% | 0.05% | 0.24% | Q3 2018 | Q2 2020 | 5 |
CAPITAL INSIGHT PARTNERS, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q1 2023 | 5 |
Acrospire Investment Management LLC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q2 2017 | 5 |
MILES CAPITAL, INC. | 5 | 5 | 0.09% | 0.11% | 0.12% | Q2 2017 | Q2 2018 | 5 |
Kathmere Capital Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
BOKF, NA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.05% | 0.09% | 0.17% | Q4 2013 | Q4 2014 | 5 |
B. Riley Wealth Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
First Affirmative Financial Network | 5 | 5 | 0.12% | 0.23% | 0.31% | Q4 2022 | Q4 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Susquehanna International Securities, Ltd. | 3 | 1 | 0.04% | 0.20% | 0.54% | Q3 2019 | Q1 2021 | 5 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 5 |
McAdams Wright Ragen, Inc. | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2013 | Q3 2014 | 5 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
Independent Portfolio Consultants, Inc. | 4 | 1 | 0.00% | 0.12% | 0.18% | Q3 2013 | Q1 2015 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Capital Innovations LLC | 3 | 2 | 0.71% | 0.87% | 1.00% | Q4 2013 | Q2 2015 | 5 |
Portfolio Strategies Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2022 | 5 |
ALTFEST L J & CO INC | 5 | 5 | 0.15% | 0.22% | 0.26% | Q4 2013 | Q4 2014 | 5 |
BlackRock Fund Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
SEI TRUST CO | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q4 2018 | 4 |
CREDIT AGRICOLE S A | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 4 |
BNP Paribas Asset Management Holding S.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
IHT Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DC Investments Management, LLC | 4 | 4 | 0.31% | 0.36% | 0.46% | Q4 2018 | Q3 2019 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
ALBERT D MASON INC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q1 2014 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 0.32% | 0.45% | 0.75% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
Vident Investment Advisory, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Stratos Investment Management, LLC | 4 | 4 | 0.22% | 0.24% | 0.27% | Q1 2019 | Q4 2019 | 4 |
DGS Capital Management, LLC | 2 | 2 | 0.07% | 0.11% | 0.15% | Q4 2021 | Q1 2023 | 4 |
Greenwich Investment Management, Inc. | 4 | 4 | 0.18% | 0.24% | 0.32% | Q3 2017 | Q2 2018 | 4 |
IMA Wealth, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Neuberger Berman Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
WHITTIER TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 4 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
First Command Bank | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 4 |
Parallax Volatility Advisers, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 4 |
BOSTON PRIVATE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 4 |
Ridgewood Investments LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q1 2019 | Q4 2019 | 4 |
St. James Investment Company, LLC | 4 | 4 | 3.26% | 4.88% | 7.08% | Q2 2013 | Q1 2014 | 4 |
Dorsey & Whitney Trust CO LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.17% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.07% | 0.17% | 0.24% | Q3 2013 | Q2 2014 | 4 |
Quantamental Technologies LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q3 2022 | 4 |
First Command Financial Services, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 4 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2014 | Q2 2015 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Vise Technologies, Inc. | 4 | 4 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q4 2022 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Taylor Hoffman Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.07% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 4 |
Cornerstone Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2014 | Q4 2014 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.12% | 0.14% | 0.16% | Q2 2016 | Q4 2016 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
MACKENZIE FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
BEACON FINANCIAL GROUP | 3 | 3 | 0.46% | 0.63% | 0.89% | Q3 2013 | Q1 2014 | 3 |
Concert Wealth Management Inc. | 3 | 3 | 0.02% | 0.04% | 0.04% | Q2 2015 | Q4 2015 | 3 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 3 |
Sigma Planning Corp | 1 | 1 | 0.02% | 0.04% | 0.08% | Q4 2014 | Q3 2016 | 3 |
Pale Fire Capital SE | 3 | 3 | 0.21% | 0.74% | 1.73% | Q1 2023 | Q3 2023 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2016 | Q4 2016 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Schubert & Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.09% | 0.17% | 0.22% | Q3 2013 | Q3 2016 | 3 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q2 2022 | 3 |
Tevis Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
MAI Capital Management | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 3 |
StoneX Group Inc. | 2 | 1 | 0.07% | 1.47% | 3.39% | Q3 2021 | Q4 2022 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2022 | 3 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Moors & Cabot, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 3 |
Prospera Financial Services Inc | 3 | 3 | 0.13% | 0.15% | 0.17% | Q3 2014 | Q1 2015 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
Prestige Wealth Management Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
WFG Advisors, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2016 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.04% | 0.06% | 0.09% | Q2 2016 | Q4 2016 | 3 |
Concorde Asset Management, LLC | 3 | 3 | 0.08% | 0.68% | 1.42% | Q1 2021 | Q3 2021 | 3 |
Graham Capital Management, L.P. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q3 2013 | Q1 2014 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 3 |
VSR Financial Services, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q1 2014 | 3 |
Nuveen Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 3 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
HSBC HOLDINGS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 3 |
MID CONTINENT CAPITAL LLC/IL | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Capital Investment Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q2 2016 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Invst, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Alpha Cubed Investments, LLC | 3 | 3 | 0.06% | 0.11% | 0.13% | Q3 2014 | Q1 2015 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.04% | 0.19% | 0.34% | Q4 2017 | Q4 2018 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2017 | Q1 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.03% | 0.05% | 0.07% | Q3 2013 | Q4 2013 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q3 2019 | Q4 2019 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Bank of Kentucky, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Liberty Mutual Group Asset Management Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q2 2016 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q3 2013 | Q4 2013 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2018 | 2 |
Lourd Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q1 2018 | 2 |
PITCAIRN CO | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q4 2013 | 2 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 2 |
State of Tennessee, Treasury Department | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 2 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
Nuveen Fund Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2017 | 2 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 2 |
Hoese & Co LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q3 2014 | 2 |
GUARDIAN CAPITAL LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BAILARD, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Quantbot Technologies LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
BlackRock Investment Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 2 |
ASSOCIATED BANC-CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
MARIETTA INVESTMENT PARTNERS LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q4 2021 | 2 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2017 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.34% | 0.36% | 0.38% | Q4 2022 | Q1 2023 | 2 |
Rockbridge Investment Management, LCC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Visionary Asset Management, Inc. | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q2 2014 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q1 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 2 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
JAT CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2013 | Q4 2013 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2019 | 2 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2017 | 2 |
Bell Investment Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Gotham Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Amplify Investments, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2018 | Q1 2018 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FARR MILLER & WASHINGTON LLC/DC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Goodman Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Torch Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q3 2013 | Q3 2013 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Clarius Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ascent Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Enterprise Bank & Trust Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Caprock Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Permian Investment Partners, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2013 | Q3 2013 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WATERS PARKERSON & CO., LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Qtron Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2015 | Q3 2015 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Rossmore Private Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2023 | Q2 2023 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Sepio Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2014 | Q4 2014 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Airain ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2015 | Q1 2015 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2016 | Q1 2016 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
ING GROEP NV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own ORANGE or have owned ORANGE in the past.