Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.04% | 0.13% | Q2 2015 | Q3 2023 | 34 |
AMERIPRISE FINANCIAL INC | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
UBS Group AG | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Renaissance Technologies | 33 | 33 | 0.00% | 0.05% | 0.10% | Q3 2015 | Q3 2023 | 33 |
NATIXIS ADVISORS, L.P. | 33 | 33 | 0.05% | 0.12% | 0.20% | Q3 2015 | Q3 2023 | 33 |
WHITTIER TRUST CO | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Neuberger Berman Group LLC | 33 | 33 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 33 |
Invesco Ltd. | 33 | 33 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
LAZARD ASSET MANAGEMENT LLC | 33 | 33 | 0.09% | 0.22% | 0.34% | Q3 2015 | Q3 2023 | 33 |
ROYAL BANK OF CANADA | 33 | 33 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
First Horizon Advisors, Inc. | 22 | 11 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 33 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33 | 33 | 0.02% | 0.06% | 0.10% | Q3 2015 | Q3 2023 | 33 |
JARISLOWSKY, FRASER Ltd | 29 | 4 | 0.01% | 0.17% | 0.29% | Q2 2015 | Q3 2023 | 33 |
DIMENSIONAL FUND ADVISORS LP | 33 | 33 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
NORTHERN TRUST CORP | 33 | 33 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
RAYMOND JAMES TRUST N.A. | 33 | 33 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q3 2023 | 33 |
PNC FINANCIAL SERVICES GROUP, INC. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
GOLDMAN SACHS GROUP INC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
ENVESTNET ASSET MANAGEMENT INC | 33 | 33 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 33 |
US BANCORP \DE\ | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
MORGAN STANLEY | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
WELLS FARGO & COMPANY/MN | 33 | 33 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Eagle Ridge Investment Management | 33 | 33 | 0.63% | 0.82% | 1.16% | Q3 2015 | Q3 2023 | 33 |
Bank of New York Mellon Corp | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
BANK OF AMERICA CORP /DE/ | 33 | 33 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q3 2023 | 33 |
Laird Norton Wetherby Wealth Management, LLC | 33 | 33 | 0.08% | 0.13% | 0.15% | Q3 2015 | Q3 2023 | 33 |
SEI INVESTMENTS CO | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
JPMORGAN CHASE & CO | 24 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
REGIONS FINANCIAL CORP | 32 | 32 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 32 |
STIFEL FINANCIAL CORP | 30 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 32 |
BANK OF MONTREAL /CAN/ | 30 | 2 | 0.00% | 0.00% | 0.04% | Q3 2015 | Q3 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.02% | 0.04% | 0.05% | Q4 2015 | Q3 2023 | 32 |
Hamilton Point Investment Advisors, LLC | 31 | 31 | 0.94% | 1.14% | 1.35% | Q1 2016 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
M&T BANK CORP | 22 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 30 |
HOWE & RUSLING INC | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2022 | 29 |
COMERICA BANK | 29 | 29 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 29 |
BESSEMER GROUP INC | 17 | 12 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 29 |
Freedom Investment Management, Inc. | 28 | 28 | 0.01% | 0.09% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Freestone Capital Holdings, LLC | 28 | 28 | 0.00% | 0.07% | 0.21% | Q4 2015 | Q3 2022 | 28 |
GLENMEDE TRUST CO NA | 11 | 4 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
GUGGENHEIM CAPITAL LLC | 27 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 23 | 5 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 28 |
STATE STREET CORP | 22 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 27 |
FDx Advisors, Inc. | 18 | 9 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 27 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 27 | 27 | 0.00% | 0.05% | 0.14% | Q1 2017 | Q3 2023 | 27 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 27 | 27 | 0.02% | 0.03% | 0.05% | Q3 2015 | Q1 2022 | 27 |
DEUTSCHE BANK AG\ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2022 | 27 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.11% | 0.25% | 0.44% | Q3 2016 | Q3 2023 | 26 |
GEODE CAPITAL MANAGEMENT, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2021 | 26 |
Plante Moran Financial Advisors, LLC | 22 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2023 | 26 |
OPPENHEIMER ASSET MANAGEMENT INC. | 15 | 11 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 26 |
GREENLEAF TRUST | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2021 | 26 |
BlackRock Inc. | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 25 |
ASSETMARK, INC | 25 | 25 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 25 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
Janney Montgomery Scott LLC | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 25 |
1832 Asset Management L.P. | 25 | 25 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
FIFTH THIRD BANCORP | 24 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 25 |
LPL Financial LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
HighTower Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.10% | 0.20% | 0.26% | Q4 2017 | Q3 2023 | 24 |
ClearBridge Investments | 18 | 6 | 0.00% | 0.01% | 0.07% | Q3 2015 | Q3 2023 | 24 |
Lester Murray Antman dba SimplyRich | 24 | 24 | 0.38% | 0.86% | 1.44% | Q4 2017 | Q3 2023 | 24 |
Capital International Investors | 24 | 24 | 0.03% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Banco de Sabadell, S.A | 24 | 24 | 0.06% | 0.31% | 0.75% | Q4 2017 | Q3 2023 | 24 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 24 |
ENTERPRISE FINANCIAL SERVICES CORP | 24 | 24 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2021 | 24 |
Checchi Capital Advisers, LLC | 21 | 2 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 23 |
TORONTO DOMINION BANK | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
CWM, LLC | 14 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 22 |
Aperio Group, LLC | 22 | 22 | 0.08% | 0.11% | 0.14% | Q3 2015 | Q4 2020 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 14 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
ATLAS CAPITAL ADVISORS LLC | 21 | 21 | 0.00% | 0.07% | 0.28% | Q3 2018 | Q3 2023 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.51% | 1.00% | 1.59% | Q3 2018 | Q3 2023 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 10 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 21 |
SG Americas Securities, LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Cornerstone Advisors, Inc. | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2020 | 21 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 21 |
Rock Point Advisors, LLC | 21 | 21 | 0.08% | 0.13% | 0.29% | Q3 2018 | Q3 2023 | 21 |
SIT INVESTMENT ASSOCIATES INC | 21 | 21 | 0.06% | 0.07% | 0.08% | Q3 2018 | Q3 2023 | 21 |
MISSION WEALTH MANAGEMENT, LP | 21 | 21 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Advisors Asset Management, Inc. | 21 | 21 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 21 |
EARNEST PARTNERS LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
ALPS ADVISORS INC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
ETRADE Capital Management LLC | 21 | 21 | 0.04% | 0.07% | 0.12% | Q3 2015 | Q3 2020 | 21 |
Gradient Investments LLC | 21 | 21 | 0.01% | 0.04% | 0.13% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Ativo Capital Management LLC | 21 | 21 | 0.48% | 1.15% | 2.32% | Q3 2018 | Q3 2023 | 21 |
Connor, Clark & Lunn Investment Management Ltd. | 10 | 1 | 0.00% | 0.03% | 0.10% | Q1 2017 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Veritable, L.P. | 20 | 20 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.07% | 0.33% | Q1 2018 | Q3 2023 | 20 |
Intercontinental Wealth Advisors, LLC | 20 | 20 | 0.11% | 0.17% | 0.22% | Q3 2018 | Q2 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
SCOTIA CAPITAL INC. | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 13 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 20 |
ALLIANCEBERNSTEIN L.P. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Parkside Financial Bank & Trust | 13 | 7 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 20 |
MML INVESTORS SERVICES, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.04% | 0.12% | 0.17% | Q1 2019 | Q3 2023 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2020 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.04% | 0.16% | Q4 2017 | Q2 2022 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 19 |
BLAIR WILLIAM & CO/IL | 12 | 3 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q2 2023 | 19 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
American Portfolios Advisors | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 19 |
Strategic Global Advisors, LLC | 11 | 3 | 0.06% | 0.21% | 0.48% | Q2 2017 | Q3 2023 | 19 |
World Asset Management Inc | 19 | 19 | 0.02% | 0.04% | 0.05% | Q3 2015 | Q1 2020 | 19 |
Advisors Capital Management, LLC | 18 | 18 | 0.00% | 0.12% | 0.18% | Q2 2019 | Q3 2023 | 18 |
TRUIST FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
BROWN BROTHERS HARRIMAN & CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.04% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Smithfield Trust Co | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 18 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 11 | 7 | 0.07% | 0.33% | 0.65% | Q1 2019 | Q3 2023 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 18 |
EAGLE GLOBAL ADVISORS LLC | 18 | 18 | 0.08% | 0.12% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Prestige Wealth Management Group LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
TCI Wealth Advisors, Inc. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2019 | 18 |
Glassman Wealth Services | 16 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 17 |
Ellevest, Inc. | 16 | 1 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 17 |
LVW Advisors, LLC | 17 | 17 | 0.05% | 0.09% | 0.14% | Q3 2019 | Q3 2023 | 17 |
BRINKER CAPITAL INC | 17 | 17 | 0.02% | 0.17% | 0.26% | Q2 2016 | Q2 2020 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 7 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 17 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 17 |
TD ASSET MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2019 | 17 |
LAKE STREET ADVISORS GROUP, LLC | 17 | 17 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Seascape Capital Management | 16 | 16 | 0.93% | 1.44% | 1.84% | Q4 2019 | Q3 2023 | 16 |
FRANKLIN RESOURCES INC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 16 |
ADVISOR PARTNERS LLC | 16 | 16 | 0.06% | 0.08% | 0.12% | Q3 2018 | Q2 2022 | 16 |
Cubist Systematic Strategies, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2023 | 16 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.06% | 0.16% | Q3 2016 | Q4 2022 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Atria Investments, Inc | 9 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 16 |
London & Capital Asset Management Ltd | 16 | 16 | 0.04% | 0.11% | 0.33% | Q1 2019 | Q4 2022 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Creative Planning | 12 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 16 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11 | 5 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q2 2020 | 16 |
Ethic Inc. | 16 | 16 | 0.10% | 0.16% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Sandy Spring Bank | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
CAPITAL INSIGHT PARTNERS, LLC | 16 | 16 | 0.25% | 0.41% | 0.60% | Q4 2019 | Q3 2023 | 16 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 15 |
Vigilant Capital Management, LLC | 9 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
ADVISORY RESEARCH INC | 15 | 15 | 0.01% | 0.07% | 0.34% | Q4 2019 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
HUNTINGTON NATIONAL BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Gemmer Asset Management LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Ledyard National Bank | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2018 | 14 |
Martin Investment Management, LLC | 11 | 3 | 0.05% | 0.53% | 6.48% | Q2 2019 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q3 2020 | 14 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.03% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 14 |
TODD ASSET MANAGEMENT LLC | 11 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2019 | 14 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 14 |
Venturi Wealth Management, LLC | 14 | 14 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 6 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 14 |
CIDEL ASSET MANAGEMENT INC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Ameritas Investment Partners, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 13 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 13 |
Dorsey Wright & Associates | 5 | 4 | 0.16% | 0.64% | 1.00% | Q3 2015 | Q3 2023 | 13 |
Pacer Advisors, Inc. | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 13 |
Financial Management Professionals, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 13 |
Pinnacle Wealth Planning Services, Inc. | 12 | 1 | 0.02% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 13 |
LS Investment Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 13 |
WCM INVESTMENT MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Qtron Investments LLC | 7 | 6 | 0.06% | 0.19% | 0.38% | Q3 2019 | Q3 2023 | 13 |
Front Row Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
OLD MISSION CAPITAL LLC | 7 | 1 | 0.01% | 0.16% | 1.09% | Q3 2018 | Q3 2023 | 13 |
Avior Wealth Management, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 13 |
Ballentine Partners, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.04% | 0.30% | 0.52% | Q2 2017 | Q2 2020 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Cambridge Investment Research Advisors, Inc. | 8 | 4 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.10% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Dorsey & Whitney Trust CO LLC | 9 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 12 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 12 | 12 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q3 2019 | 12 |
Geneos Wealth Management Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 12 |
Raymond James Financial Services Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
Archford Capital Strategies, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2019 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
SVB WEALTH LLC | 8 | 4 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 12 |
EATON VANCE MANAGEMENT | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
AMG National Trust Bank | 12 | 12 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q1 2023 | 12 |
QUANTUM CAPITAL MANAGEMENT | 7 | 5 | 0.05% | 0.07% | 0.09% | Q1 2017 | Q3 2020 | 12 |
Balentine LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BAILARD, INC. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 11 |
Wealthspire Advisors, L.P. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 11 |
Zions Bancorporation | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 11 |
SRS Capital Advisors, Inc. | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 11 |
PRUDENTIAL FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Jacobi Capital Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
PROFUND ADVISORS LLC | 7 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Covenant Partners, LLC | 6 | 1 | 0.13% | 0.22% | 0.30% | Q1 2019 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
NEW YORK STATE COMMON RETIREMENT FUND | 7 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
Addison Advisors LLC | 10 | 1 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 11 |
MGO ONE SEVEN LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Capital Research Global Investors | 11 | 11 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q4 2022 | 11 |
Cox Capital Mgt LLC | 11 | 11 | 1.27% | 1.42% | 1.53% | Q2 2018 | Q4 2020 | 11 |
Sonora Investment Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 10 |
BOKF, NA | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Edge Capital Group, LLC | 10 | 10 | 0.41% | 0.45% | 0.50% | Q2 2021 | Q3 2023 | 10 |
FIRST MANHATTAN CO. LLC. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 10 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Bridgewater Associates | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q2 2022 | 10 |
Stokes Family Office, LLC | 6 | 4 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
MEEDER ASSET MANAGEMENT INC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 10 |
Capital Bank & Trust Co | 8 | 2 | 0.00% | 0.08% | 0.19% | Q2 2018 | Q2 2021 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
OXFORD ASSET MANAGEMENT LLP | 9 | 1 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q4 2019 | 10 |
MATHER GROUP, LLC. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
BARCLAYS PLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 10 |
Landsberg, Bennett, & Dubbaneh LLC | 6 | 4 | 0.31% | 0.47% | 0.66% | Q1 2019 | Q3 2021 | 10 |
JONES FINANCIAL COMPANIES LLLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Stonebridge Capital Advisors LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CIBC Asset Management Inc | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2020 | 9 |
First Bank & Trust | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 9 |
Russell Investments Group, Ltd. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 9 |
PERSONAL CFO SOLUTIONS, LLC | 9 | 9 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Grove Bank & Trust | 5 | 4 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 9 |
Certified Advisory Corp | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 9 |
Marks Group Wealth Management, Inc | 5 | 1 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 9 |
ACADIAN ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Addenda Capital Inc. | 8 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2020 | 9 |
THOMPSON DAVIS & CO., INC. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2017 | 9 |
Mariner, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 9 |
RHUMBLINE ADVISERS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 9 |
DELTA ASSET MANAGEMENT LLC/TN | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
Polen Capital Management | 9 | 9 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q3 2020 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.04% | 0.11% | 0.19% | Q1 2019 | Q3 2023 | 9 |
RITHOLTZ WEALTH MANAGEMENT | 9 | 9 | 0.01% | 0.10% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
CIBC WORLD MARKET INC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 8 |
Dougherty Wealth Advisers LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q3 2020 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q3 2018 | 8 |
Cresset Asset Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Willingdon Wealth Management | 8 | 8 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q4 2019 | 8 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Foyston, Gordon, & Payne Inc | 8 | 8 | 0.45% | 0.52% | 0.57% | Q4 2020 | Q3 2022 | 8 |
Pinnacle Bancorp, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Fiera Capital Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
NewEdge Wealth, LLC | 6 | 2 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 5 | 3 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.04% | 0.10% | 0.20% | Q3 2016 | Q4 2019 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
1st Global Advisors, Inc. | 8 | 8 | 0.10% | 0.12% | 0.14% | Q3 2015 | Q2 2017 | 8 |
CAPSTONE ASSET MANAGEMENT CO | 8 | 8 | 0.26% | 0.29% | 0.34% | Q3 2015 | Q2 2017 | 8 |
HANCOCK WHITNEY CORP | 5 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2022 | 8 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 8 | 8 | 0.15% | 0.25% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Capital International, Inc./CA/ | 6 | 2 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 8 |
Clearstead Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 8 |
Candriam S.C.A. | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 8 |
PARK AVENUE SECURITIES LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.10% | 0.12% | 0.12% | Q1 2022 | Q3 2023 | 7 |
CAPITAL GUARDIAN TRUST CO | 7 | 7 | 0.32% | 0.46% | 0.71% | Q4 2017 | Q2 2019 | 7 |
COLONY GROUP LLC | 5 | 2 | 0.00% | 0.05% | 0.08% | Q3 2015 | Q2 2020 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Moreno Evelyn V | 7 | 7 | 0.07% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Sterling Capital Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
HSBC HOLDINGS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q2 2022 | 7 |
Employees Retirement System of Texas | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
WRAPMANAGER INC | 4 | 3 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q3 2023 | 7 |
Allworth Financial LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Rathbones Group PLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q1 2017 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.09% | 0.13% | 0.18% | Q1 2022 | Q3 2023 | 7 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q1 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q3 2021 | 7 |
SMITH ASSET MANAGEMENT GROUP LP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2017 | 7 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
OneAscent Financial Services LLC | 5 | 1 | 0.18% | 0.22% | 0.27% | Q2 2019 | Q4 2020 | 6 |
D.A. DAVIDSON & CO. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Five Oceans Advisors | 6 | 6 | 0.16% | 0.26% | 0.30% | Q2 2022 | Q3 2023 | 6 |
180 WEALTH ADVISORS, LLC | 4 | 2 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q3 2023 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 6 | 6 | 0.05% | 0.08% | 0.10% | Q3 2016 | Q4 2017 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Winslow, Evans & Crocker, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2020 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
CONNABLE OFFICE INC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q4 2015 | Q1 2017 | 6 |
SOLARIS ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2017 | 6 |
Arden Trust Co | 6 | 6 | 0.04% | 0.08% | 0.12% | Q3 2022 | Q4 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ascent Group, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
PARADIGM ASSET MANAGEMENT CO LLC | 3 | 3 | 0.51% | 0.64% | 0.84% | Q3 2021 | Q3 2023 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Icon Wealth Partners, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.11% | 0.21% | 0.29% | Q2 2021 | Q4 2022 | 6 |
AEGON ASSET MANAGEMENT UK PLC | 6 | 6 | 0.14% | 0.27% | 0.33% | Q1 2022 | Q2 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.18% | 0.21% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Euclid Advisors LLC | 6 | 6 | 0.14% | 1.79% | 5.03% | Q3 2015 | Q4 2016 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 6 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2022 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Yorktown Management & Research Co Inc | 6 | 6 | 0.10% | 0.15% | 0.19% | Q3 2018 | Q4 2019 | 6 |
WHITTIER TRUST CO OF NEVADA INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 5 |
APG Asset Management N.V. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
D'Orazio & Associates, Inc. | 4 | 1 | 0.01% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 5 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q4 2022 | 5 |
BBVA USA Bancshares, Inc. | 5 | 5 | 0.09% | 0.10% | 0.10% | Q1 2020 | Q1 2021 | 5 |
Aquatic Capital Management LLC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 5 |
FORA Capital, LLC | 2 | 1 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q3 2022 | 5 |
MCIA Inc | 3 | 2 | 0.01% | 0.18% | 0.49% | Q2 2017 | Q1 2021 | 5 |
TIEMANN INVESTMENT ADVISORS, LLC | 5 | 5 | 0.10% | 0.11% | 0.11% | Q2 2021 | Q2 2022 | 5 |
Clarius Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Shilanski & Associates, Inc. | 3 | 2 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 5 |
Arkadios Wealth Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 5 |
Liberty Mutual Group Asset Management Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2018 | 5 |
DUBUQUE BANK & TRUST CO | 5 | 5 | 0.24% | 0.26% | 0.29% | Q3 2018 | Q3 2019 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.16% | 0.29% | 0.73% | Q3 2022 | Q3 2023 | 5 |
EAGLE ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
Investors Research Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 5 |
Copeland Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
KANALY TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Principal Street Partners, LLC | 4 | 4 | 0.07% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Spotlight Asset Group, Inc. | 3 | 1 | 0.37% | 0.41% | 0.45% | Q3 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Cedar Brook Financial Partners, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 4 |
PEAPACK GLADSTONE FINANCIAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 4 |
VONTOBEL ASSET MANAGEMENT INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.04% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Caprock Group, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 4 |
Horizon Investments, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 4 |
BerganKDV Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q2 2023 | 4 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Amplius Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2022 | 4 |
Marshall Financial Group LLC | 4 | 4 | 0.31% | 0.34% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Fisher Asset Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.18% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q2 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Procyon Advisors, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 4 |
NORGES BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CIM INVESTMENT MANAGEMENT INC | 4 | 4 | 0.13% | 0.15% | 0.16% | Q3 2016 | Q2 2017 | 4 |
Kathmere Capital Management, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Optas, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
FIRST TRUST ADVISORS LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Wealth Alliance | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.08% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.02% | 0.09% | 0.19% | Q2 2019 | Q3 2023 | 4 |
SAGE RHINO CAPITAL LLC | 3 | 1 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 4 |
COMERICA SECURITIES,INC. | 3 | 1 | 0.00% | 0.03% | 0.04% | Q1 2019 | Q4 2022 | 4 |
Claro Advisors LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 4 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q4 2021 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 3 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
FORTEM FINANCIAL GROUP, LLC | 3 | 3 | 0.26% | 0.27% | 0.29% | Q4 2018 | Q2 2019 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 3 |
Wallace Advisory Group, LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q2 2017 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 3 |
Community Bank, N.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 3 |
AMERICAN INTERNATIONAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
COMMERCE BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
HBK INVESTMENTS L P | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Harbour Capital Advisors, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q3 2019 | 3 |
Intellectus Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.03% | 0.06% | 0.11% | Q4 2016 | Q4 2017 | 3 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
West Family Investments, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.10% | 0.13% | 0.18% | Q4 2017 | Q1 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Bollard Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 3 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
MAI Capital Management | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2018 | 3 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 3 |
AXQ CAPITAL, LP | 3 | 3 | 0.10% | 0.16% | 0.27% | Q1 2023 | Q3 2023 | 3 |
TRILLIUM ASSET MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Belpointe Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
LMR Partners LLP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Park Place Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PDS Planning, Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TRUE Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Colonial Trust Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2018 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FIRST FINANCIAL CORP /IN/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
NAVELLIER & ASSOCIATES INC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2015 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
COMGEST GLOBAL INVESTORS S.A.S. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Capital Group Private Client Services, Inc. | 2 | 2 | 0.00% | 0.08% | 0.16% | Q3 2021 | Q4 2021 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q1 2018 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Americana Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 2 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.19% | 0.22% | 0.26% | Q3 2022 | Q2 2023 | 2 |
DEARBORN PARTNERS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q1 2023 | 2 |
Marcum Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Polaris Wealth Advisory Group, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2016 | Q3 2016 | 2 |
D. E. Shaw & Co., Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
MWG Management Ltd. | 2 | 2 | 22.06% | 29.70% | 37.34% | Q2 2021 | Q3 2021 | 2 |
MARIETTA INVESTMENT PARTNERS LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
A.R.T. Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2019 | 2 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q3 2017 | 2 |
PICTET BANK & TRUST Ltd | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2017 | Q2 2017 | 2 |
Dakota Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2021 | Q3 2021 | 2 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.62% | 1.24% | Q4 2021 | Q3 2023 | 2 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Engineers Gate Manager LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q2 2023 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Steinberg Global Asset Management | 2 | 2 | 0.11% | 0.17% | 0.23% | Q4 2018 | Q1 2019 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
COMERICA SECURITIES INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q4 2018 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Red Tortoise LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2023 | Q2 2023 | 1 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2021 | Q2 2021 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KLR INVESTMENT ADVISORS, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2022 | Q4 2022 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DGS Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Arlington Trust Co LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2023 | Q3 2023 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
ABSHER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
StoneX Group Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2021 | Q2 2021 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Rossmore Private Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BSW Wealth Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
RUSSELL FRANK CO/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Tyers Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2021 | Q2 2021 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cannell & Co. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 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 2017 | Q1 2017 | 1 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Legal & General Group Plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Maven Securities LTD | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
XTX Topco Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Glen Harbor Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Nordwand Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Elkfork Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own RELX PLC or have owned RELX PLC in the past.