Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 118 |
Citadel Advisors | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 93 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 85 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 64 |
BARCLAYS PLC | 31 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 64 |
WOLVERINE TRADING, LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2022 | 55 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 51 |
JANE STREET GROUP, LLC | 16 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 50 |
Cutler Group LLC / CA | 14 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 50 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 49 |
GOLDMAN SACHS GROUP INC | 24 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 48 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 46 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 44 |
Cetera Advisor Networks LLC | 43 | 43 | 0.00% | 0.02% | 0.08% | Q1 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 43 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 43 |
SHUFRO ROSE & CO LLC | 42 | 1 | 0.01% | 0.08% | 0.25% | Q3 2012 | Q3 2023 | 43 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.04% | 0.21% | 0.61% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MCKINLEY CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.24% | 0.51% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.11% | 0.30% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Walleye Trading LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 41 |
Smithfield Trust Co | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
LSV ASSET MANAGEMENT | 41 | 41 | 0.00% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 41 |
NORTHERN TRUST CORP | 33 | 8 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 31 | 10 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 41 | 41 | 0.00% | 0.04% | 0.16% | Q3 2013 | Q3 2023 | 41 |
WEDBUSH SECURITIES INC | 41 | 41 | 0.00% | 0.09% | 0.26% | Q3 2013 | Q3 2023 | 41 |
PEAK6 Group LLC | 11 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 40 |
JPMORGAN CHASE & CO | 34 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Regal Investment Advisors LLC | 27 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 39 |
BNP PARIBAS FINANCIAL MARKETS | 29 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 27 | 11 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2023 | 38 |
Prospera Financial Services Inc | 34 | 4 | 0.02% | 0.16% | 0.51% | Q4 2013 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 12 | 3 | 0.00% | 0.01% | 0.13% | Q2 2013 | Q3 2023 | 38 |
Sumitomo Mitsui Trust Holdings, Inc. | 22 | 15 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 37 |
CREDIT SUISSE AG/ | 16 | 3 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q1 2020 | 37 |
Camelot Portfolios, LLC | 36 | 36 | 0.08% | 1.79% | 2.87% | Q2 2013 | Q1 2022 | 36 |
Allianz Asset Management GmbH | 29 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.06% | 0.19% | Q4 2014 | Q3 2023 | 36 |
Muzinich & Co., Inc. | 36 | 36 | 1.16% | 5.49% | 9.02% | Q4 2014 | Q3 2023 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 36 |
GROUP ONE TRADING, L.P. | 15 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 36 |
FIFTH THIRD BANCORP | 23 | 2 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 35 |
Kistler-Tiffany Companies, LLC | 35 | 35 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 28 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 34 |
TWO SIGMA ADVISERS, LP | 22 | 1 | 0.00% | 0.02% | 0.33% | Q4 2013 | Q3 2023 | 34 |
CIBC Asset Management Inc | 32 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 32 |
First Horizon Advisors, Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.04% | 0.10% | 0.27% | Q4 2015 | Q3 2023 | 32 |
SG Americas Securities, LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 32 |
EAGLE GLOBAL ADVISORS LLC | 20 | 12 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 32 |
TWO SIGMA INVESTMENTS, LP | 14 | 1 | 0.00% | 0.03% | 0.26% | Q2 2013 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 31 |
WEBSTER BANK, N. A. | 28 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 31 |
BlackRock Inc. | 27 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
DEUTSCHE BANK AG\ | 28 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2023 | 31 |
Advocacy Wealth Management Services, LLC | 28 | 2 | 0.00% | 0.11% | 1.46% | Q2 2013 | Q3 2022 | 30 |
FIRST FOUNDATION ADVISORS | 30 | 30 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q1 2021 | 30 |
REILLY FINANCIAL ADVISORS, LLC | 25 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2021 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.02% | 0.11% | Q2 2013 | Q3 2020 | 30 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 28 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 30 |
HUNTINGTON NATIONAL BANK | 24 | 1 | 0.00% | 0.00% | 0.01% | Q1 2010 | Q3 2023 | 30 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 29 |
BLAIR WILLIAM & CO/IL | 17 | 12 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.05% | 0.20% | Q4 2013 | Q4 2020 | 29 |
D. E. Shaw & Co., Inc. | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2023 | 29 |
RHUMBLINE ADVISERS | 18 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 28 |
Private Advisor Group, LLC | 13 | 3 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2022 | 28 |
Archford Capital Strategies, LLC | 28 | 28 | 0.01% | 0.13% | 0.31% | Q1 2014 | Q4 2020 | 28 |
Lido Advisors, LLC | 18 | 10 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 28 |
Spot Trading L.L.C | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2017 | 28 |
GLENMEDE TRUST CO NA | 23 | 1 | 0.00% | 0.01% | 0.10% | Q1 2012 | Q3 2019 | 28 |
B. Riley Wealth Advisors, Inc. | 23 | 5 | 0.00% | 0.18% | 0.84% | Q2 2013 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2019 | 27 |
Alberta Investment Management Corp | 27 | 27 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Garner Asset Management Corp | 26 | 26 | 0.53% | 0.64% | 0.81% | Q2 2017 | Q3 2023 | 26 |
PEAK6 Investments LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q1 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
HAP Trading, LLC | 9 | 1 | 0.00% | 0.00% | 0.07% | Q1 2014 | Q2 2021 | 26 |
Freedom Investment Management, Inc. | 25 | 1 | 0.01% | 0.05% | 0.15% | Q1 2014 | Q1 2021 | 26 |
Winch Advisory Services, LLC | 23 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2020 | 26 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q4 2021 | 26 |
Catalyst Capital Advisors LLC | 22 | 1 | 0.02% | 0.04% | 0.24% | Q3 2013 | Q3 2023 | 25 |
Robeco Institutional Asset Management B.V. | 25 | 25 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2019 | 25 |
Stratos Wealth Partners, LTD. | 23 | 1 | 0.00% | 0.01% | 0.10% | Q2 2014 | Q3 2021 | 25 |
First National Bank of Mount Dora, Trust Investment Services | 25 | 25 | 0.02% | 0.04% | 0.04% | Q4 2017 | Q4 2023 | 25 |
Bank of New York Mellon Corp | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 25 |
MACKENZIE FINANCIAL CORP | 15 | 10 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 25 |
Aviance Capital Partners, LLC | 22 | 2 | 0.02% | 0.10% | 0.21% | Q2 2013 | Q3 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
CIBC WORLD MARKET INC. | 22 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2020 | 24 |
PRUDENTIAL FINANCIAL INC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
Callahan Advisors, LLC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2021 | 24 |
Quantbot Technologies LP | 11 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2023 | 24 |
SMH CAPITAL ADVISORS INC | 24 | 24 | 1.02% | 1.87% | 4.08% | Q4 2017 | Q3 2023 | 24 |
PineBridge Investments, L.P. | 24 | 24 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 24 |
Allworth Financial LP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 24 |
Essex Financial Services, Inc. | 22 | 2 | 0.02% | 0.08% | 0.62% | Q1 2014 | Q2 2020 | 24 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 23 | 23 | 0.01% | 0.05% | 0.14% | Q1 2018 | Q3 2023 | 23 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 1 | 0.05% | 0.18% | 0.51% | Q3 2015 | Q3 2022 | 23 |
MACQUARIE GROUP LTD | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 23 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 23 | 23 | 0.08% | 0.90% | 2.24% | Q2 2013 | Q4 2018 | 23 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2021 | 22 |
MML INVESTORS SERVICES, LLC | 13 | 9 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 22 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 22 | 22 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q1 2023 | 22 |
Capital Investment Advisors, LLC | 22 | 22 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q1 2019 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
AE Wealth Management LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Vanguard Capital Wealth Advisors | 12 | 1 | 0.22% | 0.72% | 1.38% | Q4 2017 | Q3 2023 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
WealthPLAN Partners, LLC | 14 | 1 | 0.00% | 0.03% | 0.12% | Q2 2016 | Q4 2023 | 21 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 21 | 21 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2019 | 21 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 21 |
OPTIMUM INVESTMENT ADVISORS | 14 | 7 | 0.08% | 0.13% | 0.20% | Q3 2013 | Q4 2018 | 21 |
Alpha Omega Wealth Management LLC | 21 | 21 | 0.05% | 0.24% | 0.48% | Q4 2015 | Q4 2020 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
FMR LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.05% | 0.10% | 0.18% | Q1 2016 | Q4 2020 | 20 |
SALEM INVESTMENT COUNSELORS INC | 18 | 2 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q1 2023 | 20 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2022 | 20 |
CENTAURUS FINANCIAL, INC. | 20 | 20 | 0.03% | 0.10% | 0.56% | Q2 2018 | Q1 2023 | 20 |
Barnett & Company, Inc. | 14 | 6 | 0.01% | 1.28% | 2.32% | Q1 2014 | Q3 2019 | 20 |
Belpointe Asset Management LLC | 19 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 20 |
Parallel Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
STEPHENS INC /AR/ | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 8 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q4 2022 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Edge Wealth Management LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2020 | 19 |
Lindbrook Capital, LLC | 15 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
M&T BANK CORP | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
Patriot Financial Group Insurance Agency, LLC | 9 | 4 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q2 2022 | 19 |
Founders Capital Management | 13 | 6 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2023 | 19 |
Pomelo Capital LLC | 15 | 15 | 0.02% | 0.64% | 1.65% | Q1 2015 | Q3 2018 | 19 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Virtus ETF Advisers LLC | 18 | 18 | 0.14% | 0.41% | 1.12% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Financial Architects, Inc | 8 | 3 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q3 2019 | 18 |
ROMAN BUTLER FULLERTON & CO | 7 | 5 | 0.15% | 0.18% | 0.22% | Q4 2018 | Q3 2023 | 18 |
Independent Advisor Alliance | 15 | 3 | 0.00% | 0.06% | 0.48% | Q4 2016 | Q4 2021 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.02% | 0.08% | 0.25% | Q2 2013 | Q3 2017 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2014 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 18 |
FIRST MIDWEST BANK TRUST DIVISION | 18 | 18 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Virtu Financial LLC | 5 | 1 | 0.01% | 0.04% | 0.20% | Q3 2017 | Q2 2023 | 18 |
Texas Yale Capital Corp. | 12 | 6 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 18 |
Sound Income Strategies, LLC | 17 | 1 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 18 |
Arete Wealth Advisors, LLC | 15 | 1 | 0.01% | 0.08% | 0.15% | Q4 2014 | Q2 2023 | 18 |
BB&T SECURITIES, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2018 | 18 |
KG&L Capital Management,LLC | 18 | 18 | 0.03% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Gotham Asset Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2022 | 17 |
RAYMOND JAMES TRUST N.A. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
Kovack Advisors, Inc. | 7 | 1 | 0.02% | 0.12% | 0.32% | Q1 2015 | Q3 2023 | 17 |
American National Registered Investment Advisor, Inc. | 17 | 17 | 0.11% | 0.21% | 0.31% | Q3 2013 | Q3 2017 | 17 |
AMERICAN NATIONAL INSURANCE CO | 17 | 17 | 0.03% | 0.05% | 0.08% | Q3 2013 | Q3 2017 | 17 |
TRUST CO OF VERMONT | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2020 | 17 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q2 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.06% | 0.31% | 0.86% | Q2 2013 | Q2 2017 | 17 |
Moloney Securities Asset Management, LLC | 14 | 3 | 0.02% | 0.09% | 0.25% | Q4 2016 | Q3 2023 | 17 |
HL FINANCIAL SERVICES LLC | 16 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2018 | 17 |
KEYBANK NATIONAL ASSOCIATION/OH | 17 | 17 | 0.00% | 0.03% | 0.15% | Q4 2012 | Q4 2016 | 17 |
Atria Investments, Inc | 11 | 6 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q4 2019 | 17 |
Selway Asset Management | 17 | 17 | 0.16% | 1.43% | 2.97% | Q2 2013 | Q2 2017 | 17 |
LVW Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Core Wealth Advisors, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.02% | 0.12% | Q3 2016 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q4 2021 | 16 |
Chicago Partners Investment Group LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2018 | 16 |
PRIVATE TRUST CO NA | 10 | 6 | 0.00% | 0.04% | 0.09% | Q1 2013 | Q3 2023 | 16 |
SVB WEALTH LLC | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2018 | 16 |
Kathmere Capital Management, LLC | 16 | 16 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
MOODY NATIONAL BANK TRUST DIVISION | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2017 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
IHT Wealth Management, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 15 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 15 |
Detalus Advisors, LLC | 9 | 6 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 15 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 3 | 0.00% | 0.06% | 0.25% | Q1 2018 | Q1 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q4 2019 | 15 |
Cubist Systematic Strategies, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2023 | 15 |
Teamwork Financial Advisors, LLC | 15 | 15 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Virtu KCG Holdings LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2017 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.14% | 0.26% | 0.32% | Q1 2020 | Q3 2023 | 15 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 3 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q2 2021 | 15 |
MARKSTON INTERNATIONAL LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 15 |
Berkeley Capital Partners, LLC | 15 | 15 | 0.11% | 0.15% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Sage Capital Advisors,llc | 15 | 15 | 0.04% | 0.25% | 0.50% | Q2 2017 | Q4 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
KBC Group NV | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.05% | 0.26% | Q2 2013 | Q4 2016 | 15 |
XML Financial, LLC | 15 | 15 | 0.02% | 0.46% | 1.10% | Q1 2020 | Q3 2023 | 15 |
TIEDEMANN ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
VICTORY CAPITAL MANAGEMENT INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2022 | 15 |
SIGNATUREFD, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 14 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2020 | 14 |
SII INVESTMENTS INC/WI | 14 | 14 | 0.02% | 0.03% | 0.05% | Q3 2014 | Q4 2017 | 14 |
Financial Management Professionals, Inc. | 8 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 14 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.06% | 0.58% | Q4 2013 | Q1 2023 | 14 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 14 |
TCI Wealth Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2023 | 14 |
Quantitative Investment Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2020 | 14 |
SCOPIA CAPITAL MANAGEMENT LP | 11 | 1 | 0.01% | 0.11% | 0.50% | Q3 2014 | Q4 2019 | 14 |
STATE STREET CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Cipher Capital LP | 5 | 1 | 0.01% | 0.05% | 0.18% | Q4 2013 | Q1 2023 | 14 |
Koshinski Asset Management, Inc. | 14 | 14 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Norway Savings Bank | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 14 |
Archer Investment Corp | 9 | 4 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.04% | 0.20% | Q4 2014 | Q1 2019 | 13 |
Plante Moran Financial Advisors, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2016 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
North Star Investment Management Corp. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2017 | 13 |
Cetera Investment Advisers | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.04% | 0.08% | Q3 2016 | Q4 2020 | 13 |
DAVIDSON & GARRARD INC | 13 | 13 | 0.02% | 0.44% | 0.65% | Q2 2013 | Q2 2016 | 13 |
Global X Management CO LLC | 12 | 1 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q2 2018 | 13 |
PHILADELPHIA TRUST CO | 13 | 13 | 0.08% | 0.11% | 0.14% | Q3 2020 | Q3 2023 | 13 |
STEEL GROVE CAPITAL ADVISORS, LLC | 11 | 1 | 0.05% | 0.10% | 0.25% | Q4 2013 | Q4 2018 | 13 |
Sunbelt Securities, Inc. | 7 | 2 | 0.02% | 0.09% | 0.33% | Q4 2014 | Q3 2023 | 13 |
Rock Point Advisors, LLC | 13 | 13 | 0.05% | 0.47% | 0.92% | Q3 2013 | Q3 2016 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.02% | 0.09% | 0.22% | Q2 2013 | Q2 2016 | 13 |
Selective Wealth Management, Inc. | 8 | 1 | 0.01% | 0.04% | 0.18% | Q3 2018 | Q3 2022 | 13 |
Mirae Asset Global Investments Co., Ltd. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 13 |
Hudock, Inc. | 9 | 4 | 0.00% | 0.13% | 1.62% | Q2 2014 | Q3 2022 | 13 |
BBR PARTNERS, LLC | 11 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Ameritas Investment Partners, Inc. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
BlackRock Investment Management, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Taylor Frigon Capital Management LLC | 7 | 5 | 0.60% | 0.76% | 0.96% | Q4 2014 | Q4 2018 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.06% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.05% | 0.24% | 0.65% | Q4 2020 | Q3 2023 | 12 |
Paragon Capital Management Ltd | 5 | 3 | 0.05% | 0.11% | 0.18% | Q1 2016 | Q4 2019 | 12 |
NatWest Group plc | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Biltmore Capital Advisors LLC | 12 | 12 | 0.02% | 0.06% | 0.09% | Q1 2019 | Q4 2021 | 12 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 12 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q1 2013 | Q3 2023 | 12 |
Royal Fund Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
PrairieView Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
HSBC HOLDINGS PLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q1 2019 | 12 |
KEMPNER CAPITAL MANAGEMENT INC. | 12 | 12 | 0.05% | 0.07% | 0.10% | Q2 2014 | Q1 2017 | 12 |
PRENTISS SMITH & CO INC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
SMITH CHAS P & ASSOCIATES PA CPAS | 11 | 1 | 0.05% | 0.17% | 0.30% | Q2 2013 | Q3 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
MinichMacGregor Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2018 | 12 |
DREMAN VALUE MANAGEMENT, L L C | 11 | 11 | 0.00% | 0.19% | 0.43% | Q2 2013 | Q4 2015 | 11 |
RPG Investment Advisory, LLC | 11 | 11 | 0.00% | 0.49% | 1.15% | Q2 2016 | Q4 2018 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Summit Global Investments | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 11 | 11 | 1.62% | 2.94% | 4.41% | Q2 2015 | Q4 2017 | 11 |
PVG ASSET MANAGEMENT CORP | 6 | 1 | 0.10% | 0.78% | 2.30% | Q3 2016 | Q3 2019 | 11 |
Timber Hill LLC | 10 | 1 | 0.00% | 0.21% | 0.75% | Q4 2014 | Q1 2020 | 11 |
Global Retirement Partners, LLC | 6 | 5 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 11 |
Wealthcare Advisory Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2020 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.16% | 0.36% | Q2 2013 | Q4 2015 | 11 |
CLEAR STREET MARKETS LLC | 4 | 1 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q2 2017 | 11 |
Certified Advisory Corp | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 11 |
D'Orazio & Associates, Inc. | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2017 | 11 |
Asset Dedication, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 11 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 11 | 11 | 1.98% | 3.34% | 4.12% | Q2 2013 | Q4 2015 | 11 |
DEERE & CO | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2016 | 11 |
BECK CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.16% | 1.18% | 2.68% | Q4 2014 | Q2 2017 | 11 |
Sargent Bickham Lagudis LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 11 |
HighPoint Advisor Group LLC | 11 | 11 | 0.06% | 0.32% | 1.03% | Q4 2014 | Q2 2017 | 11 |
TOWNSQUARE CAPITAL LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Traynor Capital Management, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Allegis Investment Advisors, LLC | 10 | 10 | 0.06% | 0.11% | 0.17% | Q4 2015 | Q1 2018 | 10 |
PRICE T ROWE ASSOCIATES INC /MD/ | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 10 |
Concorde Asset Management, LLC | 3 | 1 | 0.08% | 0.25% | 0.68% | Q4 2014 | Q3 2021 | 10 |
Airain ltd | 4 | 1 | 0.01% | 0.09% | 0.41% | Q2 2013 | Q3 2016 | 10 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q2 2020 | 10 |
PEOPLES FINANCIAL SERVICES CORP. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
DELTA ASSET MANAGEMENT LLC/TN | 9 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q1 2020 | 10 |
BEACON TRUST CO | 8 | 2 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2017 | 10 |
Clear Creek Financial Management, LLC | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Capital Investment Advisory Services, LLC | 6 | 4 | 0.00% | 0.09% | 0.30% | Q4 2016 | Q3 2019 | 10 |
VICUS CAPITAL | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q4 2017 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Tennessee Valley Asset Management Partners | 10 | 10 | 0.04% | 0.09% | 0.20% | Q4 2018 | Q1 2021 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
FineMark National Bank & Trust | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 10 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2017 | 10 |
CFO4Life Group, LLC | 8 | 1 | 0.02% | 0.06% | 0.10% | Q1 2017 | Q3 2022 | 9 |
Gerber Kawasaki Wealth & Investment Management | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
AMERICAN FINANCIAL GROUP INC | 9 | 9 | 0.52% | 0.61% | 0.80% | Q4 2014 | Q4 2016 | 9 |
Montecito Bank & Trust | 9 | 9 | 0.46% | 0.66% | 0.79% | Q2 2014 | Q2 2016 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Sculati Wealth Management, LLC | 7 | 2 | 0.26% | 0.43% | 0.72% | Q4 2019 | Q3 2023 | 9 |
BT Wealth Management LLC | 9 | 9 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q4 2020 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 9 |
WELLINGTON MANAGEMENT GROUP LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
DC Investments Management, LLC | 9 | 9 | 0.11% | 0.33% | 0.45% | Q2 2018 | Q2 2020 | 9 |
ARES MANAGEMENT LLC | 4 | 2 | 0.02% | 0.13% | 0.51% | Q2 2016 | Q1 2019 | 9 |
Fiera Capital Corp | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
WESTWOOD HOLDINGS GROUP INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Gemmer Asset Management LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 9 |
CWA Asset Management Group, LLC | 8 | 1 | 0.02% | 0.18% | 0.37% | Q4 2015 | Q4 2018 | 9 |
CFO4Life, L.P. | 9 | 9 | 0.47% | 1.65% | 2.85% | Q4 2014 | Q4 2016 | 9 |
CREDIT AGRICOLE S A | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2021 | 9 |
WESBANCO BANK INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q1 2021 | 9 |
Old West Investment Management, LLC | 9 | 9 | 0.72% | 0.82% | 0.95% | Q2 2013 | Q2 2015 | 9 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 9 |
NinePointTwo Capital LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
CITY NATIONAL BANK | 9 | 9 | 0.00% | 0.21% | 0.56% | Q3 2013 | Q3 2015 | 9 |
Weaver C. Barksdale & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2017 | 9 |
Mariner, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ipswich Investment Management Co., Inc. | 6 | 1 | 0.00% | 0.58% | 1.19% | Q2 2013 | Q4 2018 | 8 |
OFI Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2011 | Q4 2013 | 8 |
WealthTrust Fairport, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2019 | 8 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q2 2022 | 8 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.00% | 0.07% | 0.20% | Q1 2017 | Q3 2023 | 8 |
Nadler Financial Group, Inc. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q3 2015 | Q2 2017 | 8 |
PVG Asset Management | 7 | 1 | 1.00% | 2.11% | 3.35% | Q4 2014 | Q4 2016 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
NISA INVESTMENT ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
SFI Advisors, LLC | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 8 |
Heritage Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2016 | 8 |
FIRST MERCANTILE TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Voya Financial Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2016 | 8 |
Boston Common Asset Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Penserra Capital Management LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2017 | 8 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 8 |
Inspire Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 8 |
THREADGILL FINANCIAL, LLC | 8 | 8 | 0.06% | 0.12% | 0.17% | Q3 2021 | Q2 2023 | 8 |
Cypress Capital Management LLC (WY) | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.01% | 0.04% | 0.12% | Q1 2016 | Q1 2023 | 8 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Aurora Private Wealth, Inc. | 8 | 8 | 0.18% | 0.23% | 0.28% | Q4 2019 | Q3 2021 | 8 |
RDA Financial Network | 8 | 8 | 0.05% | 0.08% | 0.11% | Q1 2019 | Q4 2020 | 8 |
COWEN INC. | 7 | 1 | 0.01% | 0.08% | 0.12% | Q2 2014 | Q3 2017 | 8 |
PFG Advisors | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Baird Financial Group, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2019 | 8 |
Carnick & Kubik, LLC | 6 | 1 | 0.00% | 1.14% | 2.19% | Q2 2013 | Q1 2016 | 8 |
TFS CAPITAL LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 8 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.05% | 0.12% | Q4 2014 | Q1 2020 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
ADVISORY RESEARCH INC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q4 2018 | 8 |
Live Your Vision, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 7 |
EnTrustPermal Management LLC | 7 | 7 | 0.55% | 0.91% | 1.18% | Q3 2013 | Q1 2015 | 7 |
ProShare Advisors LLC | 4 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
CHILTON INVESTMENT CO INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
SECURITY NATIONAL TRUST CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
IFG Advisory, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 7 |
Focused Wealth Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SEI INVESTMENTS CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
WEALTHSOURCE PARTNERS, LLC | 5 | 1 | 0.01% | 0.05% | 0.08% | Q1 2016 | Q2 2019 | 7 |
BANCORPSOUTH INC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2017 | 7 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2018 | 7 |
Partners Group Holding AG | 7 | 7 | 0.05% | 0.12% | 0.28% | Q1 2014 | Q3 2015 | 7 |
Cambria Investment Management, L.P. | 7 | 7 | 0.21% | 0.45% | 0.54% | Q4 2015 | Q2 2017 | 7 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Partnervest Advisory Services LLC | 5 | 2 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2016 | 7 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.01% | 0.19% | 0.36% | Q1 2014 | Q3 2020 | 7 |
Ancora Advisors LLC | 6 | 1 | 0.02% | 0.09% | 0.11% | Q1 2014 | Q4 2015 | 7 |
MANNING & NAPIER ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
SUMMIT CAPITAL MANAGEMENT LLC | 7 | 7 | 0.24% | 1.22% | 2.03% | Q3 2014 | Q1 2016 | 7 |
CWM, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 7 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 7 | 7 | 0.04% | 0.07% | 0.13% | Q4 2019 | Q2 2021 | 7 |
NewSquare Capital LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
Man Group plc | 4 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q4 2019 | 7 |
NATIXIS | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
Wealthstar Advisors, LLC | 6 | 1 | 0.04% | 0.10% | 0.16% | Q4 2018 | Q2 2021 | 7 |
EMC Capital Management | 7 | 7 | 0.05% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WMG Financial Advisors, LLC | 7 | 7 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q2 2023 | 7 |
Apollon Wealth Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.07% | Q1 2021 | Q3 2022 | 7 |
Bell Bank | 7 | 7 | 0.47% | 0.54% | 0.69% | Q1 2014 | Q3 2015 | 7 |
NWAM LLC | 7 | 7 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q3 2017 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 7 |
1834 INVESTMENT ADVISORS CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 7 |
Nuveen Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.04% | 0.08% | 0.25% | Q2 2013 | Q3 2014 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2021 | 6 |
Heritage Trust Co | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Yorktown Management & Research Co Inc | 5 | 1 | 0.66% | 1.65% | 2.15% | Q2 2013 | Q1 2015 | 6 |
Madden Advisory Services, Inc. | 4 | 2 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q3 2015 | 6 |
IFC Holdings Incorporated/FL | 6 | 6 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q4 2017 | 6 |
Quinn Opportunity Partners LLC | 6 | 6 | 0.24% | 0.52% | 0.74% | Q4 2017 | Q1 2019 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 6 |
Waverly Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2015 | 6 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2021 | 6 |
Cutter & CO Brokerage, Inc. | 6 | 6 | 0.29% | 0.33% | 0.39% | Q2 2013 | Q3 2014 | 6 |
abrdn plc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
National Wealth Management Group, LLC | 6 | 6 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q1 2023 | 6 |
Cherry Creek Investment Advisors, Inc. | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Capital Advisors Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ferguson Shapiro LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2022 | 6 |
American Financial Network Advisory Services LLC | 4 | 2 | 0.04% | 0.05% | 0.07% | Q3 2017 | Q2 2019 | 6 |
NOMURA ASSET MANAGEMENT CO LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Vantage Investment Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Carmel Capital Partners, LLC | 4 | 1 | 0.00% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 6 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 6 |
PDT Partners, LLC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2017 | 6 |
Quadrature Capital Ltd | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q4 2021 | 6 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2018 | 6 |
IMA Wealth, Inc. | 6 | 6 | 0.06% | 0.19% | 0.25% | Q2 2014 | Q3 2015 | 6 |
Allen Investment Management, LLC | 6 | 6 | 0.09% | 0.12% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Nine Chapters Capital Management LLC | 5 | 1 | 0.02% | 0.16% | 0.45% | Q2 2013 | Q3 2015 | 6 |
Sequoia Financial Advisors, LLC | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q3 2017 | 6 |
Wealth Management Solutions, LLC | 6 | 6 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q1 2023 | 6 |
AHL Partners LLP | 6 | 6 | 0.03% | 0.07% | 0.16% | Q3 2016 | Q4 2017 | 6 |
SHELTON CAPITAL MANAGEMENT | 4 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2017 | 6 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2016 | 6 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 3 | 0.03% | 0.22% | 0.40% | Q4 2018 | Q4 2020 | 6 |
QUADRANT CAPITAL GROUP LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
MAGNOLIA CAPITAL ADVISORS LLC | 5 | 1 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q2 2021 | 6 |
Moors & Cabot, Inc. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2018 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Radcliffe Capital Management, L.P. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q3 2015 | Q4 2016 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
IMS Capital Management | 5 | 1 | 0.00% | 0.14% | 0.18% | Q1 2014 | Q3 2018 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
AQR Capital Management | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2012 | Q2 2014 | 6 |
DUPONT CAPITAL MANAGEMENT CORP | 6 | 6 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q3 2014 | 6 |
WESPAC Advisors, LLC | 4 | 1 | 0.08% | 0.21% | 0.69% | Q1 2014 | Q1 2016 | 6 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 6 |
BANK OF NOVA SCOTIA | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2017 | 6 |
Princeton Alpha Management LP | 4 | 2 | 0.04% | 0.06% | 0.11% | Q4 2013 | Q4 2015 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 6 |
Morningstar Investment Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Corsicana & Co. | 6 | 6 | 0.24% | 0.30% | 0.33% | Q2 2021 | Q3 2022 | 6 |
TORONTO DOMINION BANK | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
Perkins Coie Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 5 |
Ausdal Financial Partners, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Community Bank, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
McGowan Group Asset Management, Inc. | 5 | 5 | 0.89% | 0.93% | 1.01% | Q4 2014 | Q4 2015 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 5 |
TDAM USA INC. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 5 |
GIRARD PARTNERS LTD. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 5 |
Legacy Wealth Planning, LLC | 5 | 5 | 0.06% | 0.07% | 0.11% | Q4 2019 | Q4 2020 | 5 |
Concert Wealth Management Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2016 | 5 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.03% | 0.05% | 0.13% | Q1 2013 | Q1 2019 | 5 |
TEXAS PERMANENT SCHOOL FUND CORP | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q1 2014 | 5 |
PARK CIRCLE Co | 5 | 5 | 0.31% | 0.39% | 0.50% | Q2 2014 | Q2 2015 | 5 |
DUBUQUE BANK & TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
UBS ASSET MANAGEMENT AMERICAS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q2 2019 | 5 |
Skandinaviska Enskilda Banken AB (publ) | 3 | 2 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q4 2022 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.34% | 0.69% | 0.96% | Q4 2014 | Q4 2015 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 5 |
Arizona State Retirement System | 5 | 5 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q1 2014 | 5 |
MUFG Securities EMEA plc | 5 | 5 | 0.17% | 0.96% | 2.30% | Q1 2014 | Q1 2015 | 5 |
RE Dickinson Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
EVOKE WEALTH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
LOGAN CAPITAL MANAGEMENT INC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q2 2014 | 5 |
Merit Financial Group, LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
Claro Advisors LLC | 4 | 1 | 0.00% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 5 |
BURNEY CO/ | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2018 | 5 |
COMERICA BANK | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 5 |
BASSO CAPITAL MANAGEMENT, L.P. | 3 | 3 | 0.02% | 0.09% | 0.18% | Q2 2014 | Q4 2014 | 5 |
Alpha Cubed Investments, LLC | 4 | 1 | 0.02% | 0.41% | 0.86% | Q4 2013 | Q4 2017 | 5 |
CADENCE BANK NA | 5 | 5 | 0.06% | 0.25% | 1.04% | Q3 2021 | Q3 2022 | 5 |
GAM Holding AG | 4 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2019 | 5 |
Cadence Bank | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Phocas Financial Corp. | 3 | 1 | 0.00% | 0.14% | 0.28% | Q2 2013 | Q2 2019 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 5 |
Weiss Asset Management LP | 5 | 5 | 0.07% | 0.10% | 0.14% | Q2 2019 | Q2 2020 | 5 |
GraniteShares Advisors LLC | 5 | 5 | 0.32% | 0.44% | 0.50% | Q4 2021 | Q4 2022 | 5 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q1 2014 | 5 |
Aquatic Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 5 |
BlackRock Institutional Trust Company, N.A. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q1 2018 | 5 |
JAMES INVESTMENT RESEARCH INC | 5 | 5 | 0.01% | 0.04% | 0.09% | Q2 2016 | Q2 2017 | 5 |
Stanley-Laman Group, Ltd. | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q2 2016 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
State of Wyoming | 4 | 1 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 5 |
LUCUS ADVISORS LLC | 3 | 2 | 0.34% | 0.41% | 0.49% | Q3 2016 | Q1 2018 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Telos Capital Management, Inc. | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q1 2020 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
DELPHI FINANCIAL GROUP, INC. | 5 | 5 | 4.08% | 10.04% | 18.87% | Q2 2013 | Q2 2014 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.17% | 0.27% | 0.31% | Q3 2022 | Q3 2023 | 5 |
Farmers & Merchants Trust Co of Chambersburg PA | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 5 |
MCGLINN CAPITAL MANAGEMENT INC | 5 | 5 | 0.20% | 0.21% | 0.23% | Q1 2014 | Q1 2015 | 5 |
Claraphi Advisory Network, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 5 |
Prime Capital Investment Advisors, LLC | 4 | 1 | 0.00% | 0.06% | 0.10% | Q4 2017 | Q1 2020 | 5 |
Avion Wealth | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Next Level Private LLC | 4 | 1 | 0.08% | 0.18% | 0.23% | Q1 2022 | Q3 2023 | 5 |
NORDEA INVESTMENT MANAGEMENT AB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
FIRST TRUST ADVISORS LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
CCM INVESTMENT ADVISERS LLC | 4 | 4 | 0.10% | 0.61% | 0.90% | Q2 2013 | Q1 2014 | 4 |
MENTA CAPITAL LLC | 2 | 1 | 0.03% | 0.15% | 0.33% | Q1 2014 | Q3 2017 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
First PREMIER Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
MILLER WEALTH ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Trinity Legacy Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q4 2019 | 4 |
GEODE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
VOYA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Caption Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 4 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
PROFUND ADVISORS LLC | 4 | 4 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q1 2014 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q1 2015 | Q4 2015 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 4 |
Capasso Planning Partners LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q2 2023 | 4 |
UMB Bank, n.a. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
BANK HAPOALIM BM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 4 |
TEACHERS ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q3 2018 | 4 |
InterOcean Capital, LLC | 4 | 4 | 0.10% | 0.12% | 0.15% | Q2 2014 | Q1 2015 | 4 |
GIRARD SECURITIES, INC. | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2015 | Q3 2016 | 4 |
PRINCIPAL FINANCIAL GROUP INC | 4 | 4 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2014 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
VANGUARD GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
STRS OHIO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Kingsview Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 4 |
Swiss National Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 4 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Nationwide Fund Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
CAHILL FINANCIAL ADVISORS INC | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2013 | Q3 2014 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2021 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.50% | 0.53% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Integrated Advisors Network LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
ETRADE Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Jump Financial, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 4 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Smith, Graham & Co., Investment Advisors, LP | 4 | 4 | 0.75% | 0.99% | 1.11% | Q2 2013 | Q1 2014 | 4 |
NEW YORK STATE COMMON RETIREMENT FUND | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
BlackRock Fund Advisors | 4 | 4 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.20% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Pacer Advisors, Inc. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2016 | Q2 2017 | 4 |
CAPSTONE ASSET MANAGEMENT CO | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Wilmington Funds Management Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
HANCOCK WHITNEY CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 4 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.02% | 0.07% | 0.15% | Q1 2017 | Q3 2023 | 4 |
WHITEBOX ADVISORS LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
MANGROVE PARTNERS IM, LLC | 4 | 4 | 1.01% | 1.14% | 1.30% | Q1 2015 | Q4 2015 | 4 |
SIMON QUICK ADVISORS, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q4 2019 | 4 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.17% | 0.37% | 0.79% | Q2 2014 | Q4 2017 | 4 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 4 |
Coastal Bridge Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q2 2020 | 4 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.06% | 0.23% | Q1 2016 | Q4 2021 | 4 |
KCM INVESTMENT ADVISORS LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
ROTHSCHILD INVESTMENT LLC /IL | 4 | 4 | 0.03% | 0.07% | 0.09% | Q3 2015 | Q2 2016 | 4 |
STABLEFORD CAPITAL II LLC | 4 | 4 | 0.07% | 0.11% | 0.16% | Q4 2016 | Q3 2017 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2015 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
KOCH INDUSTRIES INC | 3 | 1 | 0.02% | 0.13% | 0.33% | Q1 2017 | Q1 2018 | 4 |
MAI Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CSS LLC/IL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 4 |
CHICAGO EQUITY PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
INTEGRAL DERIVATIVES, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 4 |
IRON Financial LLC | 4 | 4 | 0.07% | 0.09% | 0.13% | Q2 2014 | Q1 2015 | 4 |
BLACKROCK ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
MASON STREET ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
THOMPSON DAVIS & CO., INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
NORTHERN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q3 2013 | Q2 2014 | 4 |
Sterling Capital Management LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2014 | 4 |
Delta Investment Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q4 2020 | 4 |
Beacon Capital Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 4 |
Counsel Portfolio Services Inc. | 4 | 4 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q1 2014 | 4 |
Man Investments Ltd | 4 | 4 | 0.06% | 0.17% | 0.30% | Q2 2013 | Q1 2014 | 4 |
Crosspoint Capital Strategies, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q4 2015 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 6.12% | 7.09% | 7.71% | Q4 2022 | Q3 2023 | 4 |
CNB Bank | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
SAC Capital Advisors LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Tradewinds Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CENTRAL TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
REGIONS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.06% | 0.17% | Q4 2017 | Q4 2018 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 3 |
Cypress Wealth Advisors LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2015 | Q2 2016 | 3 |
SELZ CAPITAL LLC | 3 | 3 | 0.08% | 0.59% | 1.47% | Q4 2014 | Q2 2015 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
MidWestOne Financial Group, Inc. | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
SJS Investment Consulting Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
QCM Cayman, Ltd. | 3 | 3 | 0.03% | 0.05% | 0.07% | Q3 2015 | Q1 2016 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Cowen Prime Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 3 |
DigitalBridge Group, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.02% | 0.75% | 1.15% | Q4 2022 | Q3 2023 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 3 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
DESCHAINE & COMPANY, LLC | 3 | 3 | 0.95% | 1.24% | 1.52% | Q4 2014 | Q2 2015 | 3 |
Beacon Pointe Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Elite Wealth Management, Inc. | 2 | 1 | 0.01% | 0.18% | 0.30% | Q3 2013 | Q3 2016 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Warther Private Wealth, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q1 2022 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.23% | 0.60% | Q3 2014 | Q1 2015 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
HARTFORD INVESTMENT MANAGEMENT CO | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Bridgeworth, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2016 | Q2 2017 | 3 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Centiva Capital, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 3 |
PENN MUTUAL LIFE INSURANCE CO | 3 | 3 | 1.78% | 2.36% | 2.72% | Q3 2017 | Q1 2018 | 3 |
LMR Partners LLP | 3 | 3 | 0.05% | 0.92% | 2.05% | Q1 2014 | Q3 2014 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.02% | 0.20% | 0.34% | Q1 2016 | Q3 2016 | 3 |
Quent Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
St. James Investment Company, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q3 2015 | 3 |
Daiwa Securities Group Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 3 |
Greytown Advisors Inc. | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q2 2022 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Neo Ivy Capital Management | 1 | 1 | 0.36% | 0.44% | 0.58% | Q2 2019 | Q2 2020 | 3 |
CPWM, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2014 | Q3 2014 | 3 |
RUSSELL FRANK CO/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
PIEDMONT INVESTMENT ADVISORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 3 |
Gary Goldberg Planning Services Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2013 | 3 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Santa Fe Partners LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2014 | Q3 2014 | 3 |
Measured Wealth Private Client Group, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q3 2022 | Q1 2023 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q2 2016 | Q4 2016 | 3 |
Blueshift Asset Management, LLC | 2 | 1 | 0.05% | 0.07% | 0.08% | Q4 2018 | Q1 2020 | 3 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q2 2017 | 3 |
COMMERCE BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Bulldog Investors, LLP | 2 | 1 | 0.65% | 0.87% | 1.12% | Q2 2011 | Q4 2012 | 3 |
Principal Street Partners, LLC | 3 | 3 | 0.08% | 0.12% | 0.20% | Q2 2019 | Q4 2019 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2014 | Q3 2014 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.05% | 0.12% | 0.21% | Q4 2014 | Q1 2018 | 3 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2 | 1 | 0.06% | 0.06% | 0.07% | Q2 2014 | Q1 2018 | 3 |
World Asset Management Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q3 2015 | 3 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 3 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 3 |
Crow Point Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
McAdam, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 2 |
ALPHA WINDWARD LLC | 2 | 2 | 0.32% | 0.32% | 0.32% | Q4 2018 | Q1 2019 | 2 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2014 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2014 | 2 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.43% | 0.53% | 0.63% | Q4 2013 | Q1 2014 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
TCG Advisors, LP | 2 | 2 | 0.22% | 0.22% | 0.23% | Q4 2018 | Q1 2019 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q3 2013 | 2 |
J.P. Turner & Co Capital Mnagement, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q1 2015 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.22% | 0.41% | 0.59% | Q4 2022 | Q1 2023 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.08% | 0.17% | 0.27% | Q2 2013 | Q1 2014 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Guild Investment Management, Inc. | 1 | 1 | 1.54% | 2.16% | 2.78% | Q1 2012 | Q4 2012 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2023 | 2 |
Atom Investors LP | 1 | 1 | 0.04% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2013 | 2 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
WESTWOOD MANAGEMENT CORP /IL/ | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
FOURSIXTHREE CAPITAL LP | 2 | 2 | 6.44% | 7.29% | 8.14% | Q2 2023 | Q3 2023 | 2 |
Sunesis Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.02% | 0.36% | 0.70% | Q2 2014 | Q1 2019 | 2 |
GRIFFIN ASSET MANAGEMENT, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
GeoWealth Management, LLC | 1 | 1 | 0.05% | 0.15% | 0.25% | Q2 2019 | Q4 2019 | 2 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2014 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 2 |
DIMENSIONAL FUND ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
CTC Alternative Strategies, Ltd. | 2 | 2 | 0.07% | 0.09% | 0.10% | Q1 2014 | Q2 2014 | 2 |
TRENT CAPITAL MANAGEMENT INC /NC/ | 1 | 1 | 0.28% | 1.86% | 3.45% | Q4 2016 | Q2 2017 | 2 |
Principle Wealth Partners LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
FCM INVESTMENTS/TX | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
LVM CAPITAL MANAGEMENT LTD/MI | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Morling Financial Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Belmont Global Advisors, Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q3 2014 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.12% | 0.16% | 0.19% | Q1 2014 | Q2 2014 | 2 |
BOKF, NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q3 2019 | 2 |
FIRSTMERIT BANK N A TRUSTEE | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
CONDOR CAPITAL MANAGEMENT | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
TCW GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Parkwood LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q2 2014 | 2 |
Nair Vinay | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2014 | Q1 2015 | 2 |
CAXTON CORP | 2 | 2 | 0.37% | 0.45% | 0.52% | Q4 2014 | Q1 2015 | 2 |
SONA ASSET MANAGEMENT (US) LLC | 2 | 2 | 0.24% | 0.28% | 0.32% | Q4 2022 | Q1 2023 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Private Wealth Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
OneAscent Financial Services LLC | 1 | 1 | 0.10% | 0.12% | 0.14% | Q2 2019 | Q4 2019 | 2 |
REGENTATLANTIC CAPITAL LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2014 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
State of Tennessee, Treasury Department | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
CARRONADE CAPITAL MANAGEMENT, LP | 2 | 2 | 1.28% | 1.32% | 1.35% | Q2 2023 | Q3 2023 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.34% | 0.35% | 0.36% | Q2 2013 | Q3 2013 | 2 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 2 |
Numeric Investors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2016 | Q3 2022 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.09% | 0.20% | 0.32% | Q1 2016 | Q1 2018 | 2 |
Varde Management, L.P. | 2 | 2 | 13.60% | 14.16% | 14.73% | Q2 2014 | Q3 2014 | 2 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
GW HENSSLER & ASSOCIATES LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Leucadia National | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Fore Research & Management, LP | 2 | 2 | 0.06% | 0.10% | 0.14% | Q1 2016 | Q2 2016 | 2 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2013 | 2 |
Ranger International Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Bluefin Trading, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SG3 Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Quantitative Systematic Strategies LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2021 | 2 |
COMPTON CAPITAL MANAGEMENT INC /RI | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Triumph Capital Management | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 2 |
KHP Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Hilton Capital Management, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q3 2013 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2017 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2014 | Q3 2014 | 2 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 2 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2019 | Q1 2019 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
FARR MILLER & WASHINGTON LLC/DC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2017 | Q2 2017 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
BCWM, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2015 | Q3 2015 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
DRW Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2018 | Q2 2018 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Tidal Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Apriem Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Peachtree Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Municipal Employees' Retirement System of Michigan | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Corsair Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Anson Funds Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
Athanor Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2017 | Q2 2017 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Sante Capital Fund, LP | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2021 | Q2 2021 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
SignalPoint Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NVWM, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Olympiad Research LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CRAWFORD INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2013 | Q2 2013 | 1 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GLG Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Leap Investments LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
NORTHPOINTE CAPITAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
Louisiana State Employees Retirement System | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Unigestion Holding SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Soros Fund Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Zions Trust, National Association | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Destination Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sterneck Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Salvus Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GRIES FINANCIAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Tri Locum Partners LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Prostatis Group LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Draper Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Clarity Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Warlander Asset Management, LP | 1 | 1 | 4.16% | 4.16% | 4.16% | Q4 2018 | Q4 2018 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Shorepoint Capital Partners LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2017 | Q1 2017 | 1 |
OAK HARBOR WEALTH PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
ROYCE & ASSOCIATES LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CAZ INVESTMENTS LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2015 | Q3 2015 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
CHATHAM CAPITAL GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EQUITABLE TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CUE ADVISORY SERVICES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
KANALY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
PFG Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2015 | Q2 2015 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
MQS Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Blue Chip Wealth Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
683 Capital Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2015 | Q1 2015 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own PROSPECT CAPITAL CORPORATION or have owned PROSPECT CAPITAL CORPORATION in the past.