Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 25 | 25 | 0.00% | 0.05% | 0.21% | Q3 2017 | Q3 2023 | 73 |
Cutler Group LLC / CA | 24 | 24 | 0.00% | 0.11% | 0.66% | Q4 2017 | Q3 2023 | 72 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24 | 24 | 0.00% | 0.06% | 0.24% | Q4 2017 | Q3 2023 | 71 |
WOLVERINE TRADING, LLC | 19 | 4 | 0.00% | 0.06% | 0.24% | Q4 2017 | Q3 2023 | 68 |
BARCLAYS PLC | 25 | 25 | 0.00% | 0.02% | 0.13% | Q3 2017 | Q3 2023 | 64 |
Walleye Trading LLC | 24 | 24 | 0.00% | 0.11% | 0.54% | Q4 2017 | Q3 2023 | 64 |
D. E. Shaw & Co., Inc. | 21 | 1 | 0.00% | 0.08% | 0.42% | Q1 2018 | Q3 2023 | 61 |
JANE STREET GROUP, LLC | 25 | 25 | 0.00% | 0.07% | 0.24% | Q3 2017 | Q3 2023 | 60 |
CITIGROUP INC | 25 | 25 | 0.00% | 0.01% | 0.08% | Q3 2017 | Q3 2023 | 60 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.13% | 0.79% | Q3 2018 | Q3 2023 | 59 |
Parallax Volatility Advisers, L.P. | 23 | 23 | 0.00% | 0.03% | 0.11% | Q1 2018 | Q3 2023 | 55 |
UBS Group AG | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 54 |
GOLDMAN SACHS GROUP INC | 25 | 25 | 0.00% | 0.01% | 0.11% | Q3 2017 | Q3 2023 | 54 |
TWO SIGMA SECURITIES, LLC | 16 | 6 | 0.00% | 0.11% | 0.68% | Q1 2018 | Q3 2023 | 52 |
HAP Trading, LLC | 24 | 24 | 0.00% | 0.06% | 0.29% | Q4 2017 | Q3 2023 | 52 |
CAPITAL FUND MANAGEMENT S.A. | 20 | 20 | 0.01% | 0.16% | 0.64% | Q4 2018 | Q3 2023 | 52 |
BANK OF AMERICA CORP /DE/ | 25 | 25 | 0.00% | 0.00% | 0.03% | Q3 2017 | Q3 2023 | 48 |
CenterStar Asset Management, LLC | 9 | 9 | 0.00% | 0.34% | 1.80% | Q4 2017 | Q2 2022 | 46 |
BNP PARIBAS FINANCIAL MARKETS | 23 | 23 | 0.00% | 0.03% | 0.12% | Q1 2018 | Q3 2023 | 45 |
Squarepoint Ops LLC | 18 | 3 | 0.00% | 0.06% | 0.20% | Q2 2018 | Q3 2023 | 42 |
MILLENNIUM MANAGEMENT LLC | 16 | 8 | 0.00% | 0.02% | 0.10% | Q3 2017 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 22 | 2 | 0.00% | 0.01% | 0.08% | Q3 2017 | Q3 2023 | 42 |
TWO SIGMA INVESTMENTS, LP | 16 | 5 | 0.00% | 0.11% | 0.69% | Q2 2018 | Q3 2023 | 41 |
Twin Tree Management, LP | 14 | 5 | 0.00% | 0.10% | 0.67% | Q4 2018 | Q3 2023 | 40 |
CREDIT SUISSE AG/ | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 38 |
TUDOR INVESTMENT CORP ET AL | 23 | 23 | 0.01% | 0.07% | 0.31% | Q1 2018 | Q3 2023 | 37 |
ROYAL BANK OF CANADA | 25 | 25 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 36 |
Creative Planning | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 35 |
XR Securities LLC | 14 | 5 | 0.00% | 0.10% | 0.53% | Q4 2018 | Q3 2023 | 35 |
Cubist Systematic Strategies, LLC | 23 | 23 | 0.00% | 0.08% | 0.29% | Q1 2018 | Q3 2023 | 34 |
WELLS FARGO & COMPANY/MN | 25 | 25 | 0.00% | 0.02% | 0.08% | Q3 2017 | Q3 2023 | 31 |
NOMURA HOLDINGS INC | 17 | 1 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q3 2023 | 30 |
Walleye Capital LLC | 5 | 2 | 0.00% | 0.06% | 0.74% | Q1 2019 | Q3 2023 | 29 |
HighTower Advisors, LLC | 19 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 29 |
Centiva Capital, LP | 10 | 1 | 0.00% | 0.27% | 1.36% | Q4 2020 | Q3 2023 | 28 |
Laurion Capital Management LP | 6 | 1 | 0.00% | 0.11% | 0.32% | Q3 2017 | Q3 2022 | 28 |
RAYMOND JAMES & ASSOCIATES | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 27 |
HSBC HOLDINGS PLC | 18 | 1 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 27 |
BlackRock Inc. | 25 | 25 | 0.00% | 0.02% | 0.09% | Q3 2017 | Q3 2023 | 26 |
Sigma Planning Corp | 22 | 22 | 0.01% | 0.11% | 0.40% | Q2 2018 | Q3 2023 | 26 |
DEUTSCHE BANK AG\ | 25 | 25 | 0.00% | 0.03% | 0.10% | Q3 2017 | Q3 2023 | 26 |
GILDER GAGNON HOWE & CO LLC | 25 | 25 | 0.17% | 1.94% | 4.26% | Q3 2017 | Q3 2023 | 25 |
Parallel Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Firsthand Capital Management, Inc. | 25 | 25 | 5.89% | 14.11% | 27.63% | Q3 2017 | Q3 2023 | 25 |
MORGAN STANLEY | 25 | 25 | 0.00% | 0.04% | 0.15% | Q3 2017 | Q3 2023 | 25 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 9 | 1 | 0.10% | 0.94% | 3.39% | Q2 2018 | Q3 2023 | 25 |
PRELUDE CAPITAL MANAGEMENT, LLC | 15 | 2 | 0.00% | 0.03% | 0.14% | Q1 2018 | Q2 2022 | 25 |
FMR LLC | 25 | 25 | 0.01% | 0.10% | 0.32% | Q3 2017 | Q3 2023 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
VANGUARD GROUP INC | 25 | 25 | 0.00% | 0.03% | 0.09% | Q3 2017 | Q3 2023 | 25 |
SEI INVESTMENTS CO | 25 | 25 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Sandy Spring Bank | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
STIFEL FINANCIAL CORP | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
STATE STREET CORP | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
GEODE CAPITAL MANAGEMENT, LLC | 24 | 24 | 0.00% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Hartford Financial Management Inc. | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Lido Advisors, LLC | 12 | 1 | 0.00% | 0.05% | 0.19% | Q2 2018 | Q3 2023 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
SALEM INVESTMENT COUNSELORS INC | 19 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
First Horizon Advisors, Inc. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Legal & General Group Plc | 23 | 1 | 0.00% | 0.02% | 0.09% | Q3 2017 | Q3 2023 | 24 |
Bank of New York Mellon Corp | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
LPL Financial LLC | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
BRYN MAWR TRUST Co | 24 | 24 | 0.01% | 0.05% | 0.16% | Q4 2017 | Q3 2023 | 24 |
AMERIPRISE FINANCIAL INC | 22 | 2 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 24 | 24 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
NORTHERN TRUST CORP | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Jefferies Group LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2022 | 24 |
US BANCORP \DE\ | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 24 |
PRICE T ROWE ASSOCIATES INC /MD/ | 23 | 1 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 24 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Daiwa Securities Group Inc. | 17 | 17 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 23 |
WELLINGTON MANAGEMENT GROUP LLP | 23 | 23 | 0.00% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 23 |
Valeo Financial Advisors, LLC | 18 | 18 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q1 2022 | 23 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 20 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
Man Group plc | 21 | 21 | 0.00% | 0.08% | 0.34% | Q3 2018 | Q3 2023 | 23 |
Paloma Partners Management Co | 12 | 1 | 0.00% | 0.04% | 0.19% | Q3 2018 | Q1 2022 | 23 |
Gs Investments, Inc. | 23 | 23 | 0.00% | 0.08% | 0.39% | Q1 2018 | Q3 2023 | 23 |
JPMORGAN CHASE & CO | 23 | 23 | 0.00% | 0.02% | 0.15% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 22 | 1 | 0.01% | 0.08% | 0.32% | Q4 2017 | Q3 2023 | 23 |
FIFTH THIRD BANCORP | 20 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 18 | 1 | 0.00% | 0.04% | 0.15% | Q3 2017 | Q3 2023 | 22 |
RHUMBLINE ADVISERS | 22 | 22 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 22 | 22 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2023 | 22 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 22 | 22 | 0.01% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 22 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 21 | 1 | 0.01% | 0.02% | 0.07% | Q3 2017 | Q3 2023 | 22 |
VOYA INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.00% | 0.03% | 0.16% | Q2 2018 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 19 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 22 | 22 | 0.00% | 0.04% | 0.13% | Q2 2018 | Q3 2023 | 22 |
PATHSTONE FAMILY OFFICE, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 22 |
Bogart Wealth, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Versant Capital Management, Inc | 22 | 22 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2023 | 22 |
AMERICAN INTERNATIONAL GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.01% | 0.07% | 0.17% | Q2 2018 | Q3 2023 | 22 |
NEW YORK STATE COMMON RETIREMENT FUND | 22 | 22 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
CYPRESS FUNDS LLC | 19 | 2 | 1.31% | 5.19% | 12.68% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 4 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 22 |
OPTIMUM INVESTMENT ADVISORS | 19 | 2 | 0.00% | 0.04% | 0.10% | Q1 2018 | Q4 2023 | 22 |
ARK Investment Management | 18 | 18 | 0.00% | 3.21% | 5.69% | Q2 2019 | Q3 2023 | 22 |
ALLIANCEBERNSTEIN L.P. | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
BERKSHIRE CAPITAL HOLDINGS INC | 19 | 2 | 0.00% | 1.70% | 7.86% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 18 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
PRINCIPAL FINANCIAL GROUP INC | 19 | 2 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 21 | 21 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
NORGES BANK | 18 | 3 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q4 2022 | 21 |
WEDBUSH SECURITIES INC | 21 | 21 | 0.02% | 0.09% | 0.27% | Q3 2018 | Q3 2023 | 21 |
Prime Capital Investment Advisors, LLC | 17 | 1 | 0.00% | 0.19% | 0.63% | Q1 2018 | Q3 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
MACQUARIE GROUP LTD | 18 | 1 | 0.00% | 0.02% | 0.17% | Q4 2017 | Q3 2023 | 21 |
DIMENSIONAL FUND ADVISORS LP | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Russell Investments Group, Ltd. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
UBS ASSET MANAGEMENT AMERICAS INC | 21 | 21 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Taylor Wealth Management Partners | 20 | 20 | 0.68% | 1.73% | 3.45% | Q3 2017 | Q2 2022 | 20 |
J.P. Morgan Private Wealth Advisors LLC | 19 | 1 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q3 2023 | 20 |
Independent Advisor Alliance | 15 | 1 | 0.00% | 0.07% | 0.18% | Q3 2018 | Q3 2023 | 20 |
Fortis Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q2 2022 | 20 |
Kingsview Wealth Management, LLC | 9 | 1 | 0.00% | 0.04% | 0.11% | Q1 2019 | Q3 2023 | 20 |
SG Americas Securities, LLC | 17 | 1 | 0.00% | 0.02% | 0.22% | Q3 2017 | Q3 2023 | 20 |
Parkwood LLC | 13 | 7 | 0.00% | 0.28% | 0.69% | Q3 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 20 |
Advisory Services Network, LLC | 20 | 20 | 0.02% | 0.08% | 0.25% | Q4 2018 | Q3 2023 | 20 |
JANUS HENDERSON GROUP PLC | 17 | 1 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 20 |
AMERICAN CENTURY COMPANIES INC | 19 | 1 | 0.00% | 0.12% | 0.37% | Q3 2018 | Q3 2023 | 20 |
Tradewinds Capital Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
LORD, ABBETT & CO. LLC | 10 | 1 | 0.00% | 0.22% | 0.82% | Q3 2017 | Q3 2023 | 20 |
OAKMONT Corp | 20 | 20 | 3.31% | 8.99% | 18.94% | Q4 2018 | Q3 2023 | 20 |
SIGNATUREFD, LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
Winch Advisory Services, LLC | 15 | 5 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2023 | 20 |
AQR Capital Management | 15 | 5 | 0.00% | 0.03% | 0.12% | Q3 2018 | Q3 2023 | 20 |
STATE OF WISCONSIN INVESTMENT BOARD | 20 | 20 | 0.00% | 0.04% | 0.15% | Q4 2018 | Q3 2023 | 20 |
AMALGAMATED BANK | 19 | 1 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 20 |
Sheaff Brock Investment Advisors, LLC | 19 | 1 | 0.02% | 0.08% | 0.24% | Q3 2018 | Q3 2023 | 20 |
Capital Impact Advisors, LLC | 15 | 4 | 0.14% | 0.70% | 2.25% | Q1 2018 | Q4 2022 | 19 |
Baillie Gifford | 19 | 19 | 0.13% | 0.33% | 0.85% | Q1 2019 | Q3 2023 | 19 |
American Portfolios Advisors | 19 | 19 | 0.01% | 0.08% | 0.19% | Q1 2018 | Q3 2022 | 19 |
SteelPeak Wealth, LLC | 12 | 3 | 0.00% | 0.07% | 0.28% | Q4 2019 | Q3 2023 | 19 |
Patriot Financial Group Insurance Agency, LLC | 16 | 3 | 0.00% | 0.17% | 0.42% | Q4 2018 | Q3 2023 | 19 |
Compagnie Lombard Odier SCmA | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
STRS OHIO | 18 | 1 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 19 |
NISA INVESTMENT ADVISORS, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
OGBORNE CAPITAL MANAGEMENT, LLC | 13 | 1 | 0.06% | 10.95% | 22.72% | Q4 2018 | Q3 2023 | 19 |
LINCOLN NATIONAL CORP | 19 | 19 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
CIBC Asset Management Inc | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 19 |
Allianz Asset Management GmbH | 19 | 19 | 0.00% | 0.33% | 1.22% | Q1 2019 | Q3 2023 | 19 |
PANAGORA ASSET MANAGEMENT INC | 19 | 19 | 0.00% | 0.04% | 0.18% | Q1 2019 | Q3 2023 | 19 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 19 |
Invesco Ltd. | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Schonfeld Strategic Advisors LLC | 7 | 1 | 0.01% | 0.08% | 0.39% | Q3 2017 | Q2 2023 | 19 |
Mitsubishi UFJ Trust & Banking Corp | 19 | 19 | 0.01% | 0.07% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Glassman Wealth Services | 18 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 19 |
Westwind Capital | 19 | 19 | 0.02% | 4.66% | 7.51% | Q2 2018 | Q4 2022 | 19 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 18 | 18 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 18 |
North Star Investment Management Corp. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q2 2023 | 18 |
Stratos Wealth Partners, LTD. | 17 | 1 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 18 |
Advisors Asset Management, Inc. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 2 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 18 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 13 | 5 | 0.03% | 0.13% | 0.35% | Q1 2019 | Q3 2023 | 18 |
Focused Wealth Management, Inc | 18 | 18 | 0.00% | 0.13% | 0.36% | Q2 2019 | Q3 2023 | 18 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 18 | 18 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Cetera Advisors LLC | 18 | 18 | 0.01% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Empirical Capital Management, LLC | 13 | 4 | 0.59% | 7.81% | 17.64% | Q2 2018 | Q3 2022 | 18 |
Trust Co | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
NOMURA ASSET MANAGEMENT CO LTD | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Swiss National Bank | 18 | 18 | 0.01% | 0.05% | 0.13% | Q2 2019 | Q3 2023 | 18 |
SCOTIA CAPITAL INC. | 16 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
GABELLI FUNDS LLC | 15 | 1 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q3 2022 | 18 |
NewEdge Advisors, LLC | 12 | 6 | 0.00% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 18 |
HUNTINGTON NATIONAL BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Treasurer of the State of North Carolina | 18 | 18 | 0.01% | 0.06% | 0.16% | Q2 2019 | Q3 2023 | 18 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 18 | 18 | 0.01% | 0.04% | 0.11% | Q2 2019 | Q3 2023 | 18 |
OPPENHEIMER ASSET MANAGEMENT INC. | 7 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 18 |
TCI Wealth Advisors, Inc. | 17 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 18 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 17 | 1 | 0.01% | 0.06% | 0.66% | Q1 2019 | Q3 2023 | 18 |
CIBC WORLD MARKET INC. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 18 |
CAAS CAPITAL MANAGEMENT LP | 7 | 1 | 0.00% | 0.11% | 0.91% | Q3 2020 | Q3 2022 | 18 |
Xcel Wealth Management, LLC | 18 | 18 | 0.10% | 0.87% | 2.30% | Q1 2019 | Q2 2023 | 18 |
State of New Jersey Common Pension Fund D | 17 | 1 | 0.01% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 18 |
ADIRONDACK TRUST CO | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 18 |
Skandinaviska Enskilda Banken AB (publ) | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Harel Insurance Investments & Financial Services Ltd. | 13 | 1 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2023 | 17 |
BENJAMIN EDWARDS INC | 17 | 17 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 17 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 14 | 1 | 0.01% | 0.20% | 0.55% | Q3 2017 | Q2 2022 | 17 |
ARROW FINANCIAL CORP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Livforsakringsbolaget Skandia, Omsesidigt | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 17 | 17 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Asset Management One Co., Ltd. | 17 | 17 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Regis Management CO LLC | 17 | 17 | 0.05% | 0.13% | 0.20% | Q2 2018 | Q2 2022 | 17 |
FIL Ltd | 16 | 1 | 0.00% | 0.23% | 0.59% | Q2 2018 | Q3 2023 | 17 |
M&T BANK CORP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
ARDSLEY ADVISORY PARTNERS LP | 4 | 1 | 0.04% | 0.14% | 0.33% | Q2 2018 | Q3 2023 | 17 |
Cetera Investment Advisers | 14 | 3 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 17 |
TORONTO DOMINION BANK | 17 | 17 | 0.00% | 0.02% | 0.08% | Q3 2019 | Q3 2023 | 17 |
KBC Group NV | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Baird Financial Group, Inc. | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Allworth Financial LP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 5 | 0.01% | 0.52% | 1.30% | Q4 2018 | Q3 2023 | 17 |
Korea Investment CORP | 17 | 17 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Truvestments Capital LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 17 |
Atika Capital Management LLC | 14 | 1 | 0.54% | 1.36% | 3.15% | Q3 2017 | Q2 2022 | 17 |
GATEWAY INVESTMENT ADVISERS LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Nikko Asset Management Americas, Inc. | 17 | 17 | 0.33% | 3.81% | 5.71% | Q3 2019 | Q3 2023 | 17 |
Mitsubishi UFJ Asset Management Co., Ltd. | 17 | 17 | 0.01% | 0.04% | 0.10% | Q3 2019 | Q3 2023 | 17 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q1 2022 | 17 |
IFM Investors Pty Ltd | 17 | 17 | 0.01% | 0.05% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Sumitomo Mitsui Trust Holdings, Inc. | 17 | 17 | 0.04% | 0.36% | 0.69% | Q3 2019 | Q3 2023 | 17 |
CANADA PENSION PLAN INVESTMENT BOARD | 11 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 17 |
Vident Investment Advisory, LLC | 17 | 17 | 0.02% | 0.06% | 0.12% | Q2 2019 | Q2 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.06% | 0.15% | Q3 2017 | Q3 2021 | 17 |
Global Retirement Partners, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 17 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 17 | 17 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 17 |
Blueshift Asset Management, LLC | 7 | 5 | 0.02% | 0.65% | 1.67% | Q1 2019 | Q3 2023 | 17 |
Utah Retirement Systems | 17 | 17 | 0.01% | 0.05% | 0.13% | Q3 2019 | Q3 2023 | 17 |
NORDEA INVESTMENT MANAGEMENT AB | 17 | 17 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 17 |
SHELL ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 17 |
QUADRANT CAPITAL GROUP LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.02% | 0.10% | Q3 2019 | Q3 2023 | 17 |
APG Asset Management N.V. | 17 | 17 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Candriam S.C.A. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Gulf International Bank (UK) Ltd | 17 | 17 | 0.01% | 0.05% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Atlas Venture Advisors, Inc. | 16 | 16 | 0.62% | 2.74% | 11.67% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.09% | Q4 2019 | Q3 2023 | 16 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 13 | 3 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
Pacific Center for Financial Services | 13 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
MARSHALL WACE, LLP | 13 | 2 | 0.01% | 0.16% | 0.40% | Q3 2019 | Q3 2023 | 16 |
TD ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Parkside Financial Bank & Trust | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
EARNEST PARTNERS LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Cetera Advisor Networks LLC | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
BLUESTEIN R H & CO LLC | 13 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2022 | 16 |
DekaBank Deutsche Girozentrale | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SeaCrest Wealth Management, LLC | 15 | 1 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q2 2022 | 16 |
WESTPAC BANKING CORP | 15 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
GAM Holding AG | 16 | 16 | 0.14% | 0.46% | 1.15% | Q3 2018 | Q2 2022 | 16 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 13 | 3 | 0.01% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Sargent Bickham Lagudis LLC | 9 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 16 |
Larson Financial Group LLC | 14 | 2 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 16 |
Diversified Trust Co | 14 | 2 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q4 2023 | 16 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 14 | 1 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q3 2023 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 15 | 15 | 0.01% | 0.06% | 0.15% | Q1 2020 | Q3 2023 | 15 |
AFT, FORSYTH & COMPANY, INC. | 15 | 15 | 0.19% | 0.76% | 1.66% | Q4 2018 | Q2 2022 | 15 |
Renaissance Technologies | 11 | 1 | 0.00% | 0.18% | 0.59% | Q3 2018 | Q1 2023 | 15 |
ACADIAN ASSET MANAGEMENT LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 15 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 15 |
STEPHENS INC /AR/ | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 15 |
Point72 Asset Management, L.P. | 7 | 1 | 0.00% | 0.12% | 0.31% | Q1 2018 | Q2 2023 | 15 |
abrdn plc | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 0.04% | 0.13% | 0.31% | Q4 2019 | Q3 2023 | 15 |
Quinn Opportunity Partners LLC | 7 | 1 | 0.04% | 0.64% | 2.67% | Q3 2017 | Q2 2023 | 15 |
MACKENZIE FINANCIAL CORP | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 15 |
Ancora Advisors LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.08% | 0.26% | Q3 2019 | Q3 2023 | 15 |
FRANKLIN RESOURCES INC | 15 | 15 | 0.00% | 0.04% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Banque Cantonale Vaudoise | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
PDT Partners, LLC | 7 | 2 | 0.06% | 0.39% | 0.79% | Q3 2018 | Q3 2023 | 15 |
Gradient Investments LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Avitas Wealth Management LLC | 13 | 2 | 0.05% | 0.93% | 1.90% | Q4 2018 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Belpointe Asset Management LLC | 15 | 15 | 0.01% | 0.04% | 0.12% | Q3 2019 | Q1 2023 | 15 |
BerganKDV Wealth Management, LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
V Wealth Advisors LLC | 15 | 15 | 0.08% | 0.24% | 0.56% | Q1 2020 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 15 |
MEEDER ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q4 2022 | 15 |
CENTRAL TRUST Co | 15 | 15 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q2 2022 | 15 |
Achmea Investment Management B.V. | 7 | 2 | 0.01% | 0.05% | 0.13% | Q3 2019 | Q3 2023 | 15 |
JFS WEALTH ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 15 | 15 | 0.02% | 0.13% | 0.40% | Q1 2020 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Zions Bancorporation, N.A. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 10 | 1 | 0.00% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 14 |
ExodusPoint Capital Management, LP | 5 | 2 | 0.01% | 0.04% | 0.14% | Q1 2019 | Q3 2023 | 14 |
SEEYOND | 14 | 14 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q4 2022 | 14 |
COMMERCE BANK | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 14 |
Lindbrook Capital, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 14 |
FDx Advisors, Inc. | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Dynamic Advisor Solutions LLC | 10 | 1 | 0.00% | 0.05% | 0.13% | Q3 2019 | Q1 2023 | 14 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 14 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 14 |
GUGGENHEIM CAPITAL LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
AlphaMark Advisors, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
CI INVESTMENTS INC. | 13 | 1 | 0.00% | 0.02% | 0.11% | Q3 2019 | Q3 2023 | 14 |
Opes Wealth Management LLC | 14 | 14 | 0.08% | 0.38% | 0.94% | Q2 2020 | Q3 2023 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 14 | 14 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q4 2021 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 14 |
BRIGHTON JONES LLC | 6 | 2 | 0.00% | 0.04% | 0.10% | Q1 2018 | Q1 2022 | 14 |
METROPOLITAN LIFE INSURANCE CO/NY | 14 | 14 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q4 2021 | 14 |
Rosenberg Matthew Hamilton | 13 | 1 | 0.00% | 0.09% | 0.24% | Q1 2020 | Q3 2023 | 14 |
HHM Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q2 2023 | 14 |
MANCHESTER FINANCIAL INC | 14 | 14 | 0.00% | 0.33% | 0.93% | Q1 2020 | Q2 2023 | 14 |
TOBAM | 14 | 14 | 0.01% | 0.69% | 2.01% | Q2 2019 | Q3 2022 | 14 |
FIRST TRUST ADVISORS LP | 13 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.03% | 0.12% | Q2 2020 | Q3 2023 | 14 |
DnB Asset Management AS | 14 | 14 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2023 | 14 |
PINNACLE ASSOCIATES LTD | 11 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q1 2022 | 14 |
Avior Wealth Management, LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
McIlrath & Eck, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Engineers Gate Manager LP | 9 | 1 | 0.01% | 0.07% | 0.26% | Q2 2018 | Q3 2023 | 14 |
HBC Financial Services, PLLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Integrated Investment Consultants, LLC | 12 | 1 | 0.00% | 0.32% | 0.65% | Q1 2018 | Q1 2022 | 13 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Gotham Asset Management, LLC | 8 | 2 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2022 | 13 |
Pacifica Partners Inc. | 13 | 13 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q1 2023 | 13 |
1834 INVESTMENT ADVISORS CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 13 |
D.A. DAVIDSON & CO. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
CULLEN/FROST BANKERS, INC. | 13 | 13 | 0.00% | 0.03% | 0.15% | Q3 2020 | Q3 2023 | 13 |
COMERICA BANK | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 10 | 3 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 13 |
Axiom Investment Management LLC | 12 | 1 | 0.00% | 0.52% | 0.88% | Q1 2019 | Q3 2022 | 13 |
J. Goldman & Co LP | 3 | 1 | 0.01% | 0.39% | 1.08% | Q1 2018 | Q3 2023 | 13 |
CLEAR STREET MARKETS LLC | 5 | 1 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q4 2022 | 13 |
All Terrain Financial Advisors, LLC | 11 | 2 | 0.06% | 0.17% | 0.44% | Q1 2019 | Q2 2022 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q2 2023 | 13 |
Robeco Institutional Asset Management B.V. | 8 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 13 |
Baystate Wealth Management LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
Horan Securities, Inc. | 7 | 6 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q2 2023 | 13 |
IPG Investment Advisors LLC | 12 | 1 | 0.04% | 0.35% | 0.81% | Q3 2019 | Q1 2023 | 13 |
Hudock, Inc. | 13 | 13 | 0.00% | 0.04% | 0.09% | Q3 2019 | Q3 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 13 |
Sutton Wealth Advisors Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 13 |
Migdal Insurance & Financial Holdings Ltd. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
KING LUTHER CAPITAL MANAGEMENT CORP | 7 | 6 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q4 2021 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.24% | 1.01% | 2.67% | Q3 2020 | Q3 2023 | 13 |
Wealthcare Advisory Partners LLC | 11 | 2 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2021 | 13 |
Financial Architects, Inc | 5 | 1 | 0.00% | 0.04% | 0.17% | Q4 2017 | Q4 2020 | 13 |
Atom Investors LP | 5 | 1 | 0.04% | 0.18% | 0.55% | Q4 2018 | Q3 2023 | 12 |
Winslow, Evans & Crocker, Inc. | 12 | 12 | 0.00% | 0.05% | 0.18% | Q1 2018 | Q4 2020 | 12 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.01% | 0.08% | 0.25% | Q4 2018 | Q1 2022 | 12 |
Knights of Columbus Asset Advisors LLC | 9 | 3 | 0.01% | 0.10% | 0.28% | Q3 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.04% | 0.20% | 0.79% | Q3 2017 | Q3 2021 | 12 |
Anchor Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q2 2023 | 12 |
GAMBLE JONES INVESTMENT COUNSEL | 12 | 12 | 0.09% | 0.32% | 0.64% | Q1 2020 | Q4 2022 | 12 |
FORSTA AP-FONDEN | 12 | 12 | 0.03% | 0.06% | 0.13% | Q1 2020 | Q4 2022 | 12 |
Prestige Wealth Management Group LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 11 | 1 | 0.02% | 0.13% | 0.25% | Q4 2019 | Q1 2023 | 12 |
Lavaca Capital LLC | 7 | 7 | 0.06% | 0.09% | 0.16% | Q3 2021 | Q1 2023 | 12 |
Private Capital Group, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 12 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.01% | 0.25% | 0.99% | Q4 2017 | Q3 2023 | 12 |
Rikoon Group, LLC | 9 | 3 | 0.08% | 0.16% | 0.25% | Q1 2018 | Q1 2021 | 12 |
OSSIAM | 11 | 1 | 0.00% | 0.06% | 0.36% | Q2 2019 | Q3 2023 | 12 |
Regal Wealth Group, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 12 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2021 | 12 |
AGF INVESTMENTS INC. | 12 | 12 | 0.46% | 0.76% | 1.33% | Q4 2019 | Q3 2022 | 12 |
FEDERATED HERMES, INC. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 12 |
LAZARD ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Greylin Investment Management, Inc | 9 | 1 | 0.04% | 0.12% | 0.24% | Q4 2017 | Q2 2021 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2023 | 12 |
BESSEMER GROUP INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
NATIXIS | 5 | 2 | 0.00% | 0.26% | 1.09% | Q2 2019 | Q3 2022 | 12 |
Sound Income Strategies, LLC | 12 | 12 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q4 2022 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.01% | 0.12% | 0.27% | Q1 2019 | Q1 2022 | 12 |
National Pension Service | 10 | 2 | 0.00% | 0.05% | 0.14% | Q4 2019 | Q1 2023 | 12 |
Plante Moran Financial Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 12 |
Calamos Advisors LLC | 10 | 2 | 0.00% | 0.02% | 0.09% | Q3 2019 | Q3 2022 | 12 |
BOOTHBAY FUND MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.08% | 0.24% | Q1 2019 | Q2 2022 | 12 |
MAI Capital Management | 10 | 1 | 0.01% | 0.32% | 0.76% | Q2 2020 | Q1 2023 | 12 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.26% | 0.79% | Q1 2018 | Q3 2023 | 12 |
Neuberger Berman Group LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 12 |
B. Riley Wealth Advisors, Inc. | 9 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q1 2022 | 12 |
Artisan Partners Limited Partnership | 8 | 4 | 0.00% | 0.18% | 0.42% | Q3 2018 | Q1 2022 | 12 |
Penserra Capital Management LLC | 12 | 12 | 0.00% | 0.02% | 0.17% | Q4 2019 | Q3 2022 | 12 |
Meridian Wealth Management, LLC | 11 | 1 | 0.01% | 0.29% | 0.53% | Q1 2019 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
NVWM, LLC | 7 | 1 | 0.00% | 0.02% | 0.27% | Q3 2018 | Q4 2021 | 12 |
Guinness Atkinson Asset Management Inc | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Cerity Partners LLC | 6 | 2 | 0.00% | 0.02% | 0.11% | Q1 2018 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 9 | 3 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 12 |
AVIVA PLC | 12 | 12 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 12 |
KG&L Capital Management,LLC | 8 | 3 | 0.03% | 0.40% | 1.23% | Q4 2018 | Q4 2021 | 12 |
Hyperion Asset Management Ltd | 12 | 12 | 0.67% | 2.20% | 4.48% | Q4 2020 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
BOURGEON CAPITAL MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Aviance Capital Partners, LLC | 11 | 1 | 0.08% | 0.40% | 1.02% | Q2 2019 | Q3 2022 | 12 |
PUTNAM INVESTMENTS LLC | 6 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q1 2023 | 12 |
ALLSTATE CORP | 9 | 2 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2022 | 11 |
TFC Financial Management, Inc. | 7 | 4 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 11 |
Mengis Capital Management, Inc. | 11 | 11 | 0.04% | 0.12% | 0.18% | Q3 2019 | Q1 2022 | 11 |
FRED ALGER MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.25% | 0.90% | Q3 2017 | Q2 2022 | 11 |
CTC LLC | 8 | 3 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 11 |
Dai-ichi Life Insurance Company, Ltd | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11 | 11 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q2 2022 | 11 |
Marathon Trading Investment Management LLC | 3 | 1 | 0.02% | 0.05% | 0.15% | Q4 2017 | Q3 2023 | 11 |
MCKINLEY CAPITAL MANAGEMENT LLC | 11 | 11 | 0.23% | 0.37% | 0.60% | Q1 2019 | Q3 2021 | 11 |
AMP Capital Investors Ltd | 11 | 11 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2021 | 11 |
Clarity Wealth Advisors, LLC | 11 | 11 | 0.12% | 0.35% | 0.59% | Q4 2019 | Q2 2022 | 11 |
MetLife Investment Management, LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Patten Group, Inc. | 6 | 2 | 0.00% | 0.10% | 0.20% | Q2 2018 | Q4 2021 | 11 |
BROWN BROTHERS HARRIMAN & CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 11 |
SYMMETRY PEAK MANAGEMENT LLC | 2 | 1 | 0.02% | 0.20% | 0.61% | Q4 2017 | Q3 2023 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 2 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q2 2021 | 11 |
TCW GROUP INC | 7 | 4 | 0.01% | 0.13% | 0.32% | Q2 2020 | Q3 2023 | 11 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 11 |
Atreides Management, LP | 11 | 11 | 0.17% | 1.47% | 4.86% | Q4 2019 | Q2 2022 | 11 |
Bridgefront Capital, LLC | 10 | 1 | 0.10% | 0.30% | 0.63% | Q4 2020 | Q3 2023 | 11 |
BI Asset Management Fondsmaeglerselskab A/S | 11 | 11 | 0.01% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 11 |
MARATHON CAPITAL MANAGEMENT | 11 | 11 | 0.08% | 0.38% | 0.70% | Q2 2019 | Q4 2021 | 11 |
Catalyst Capital Advisors LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 11 |
Tortoise Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
RPG Investment Advisory, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
Mine & Arao Wealth Creation & Management, LLC. | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Private Ocean, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 11 |
MAPLELANE CAPITAL, LLC | 4 | 1 | 0.00% | 0.47% | 1.77% | Q4 2017 | Q4 2021 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 1 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 11 |
ANTIPODES PARTNERS Ltd | 6 | 5 | 1.14% | 1.61% | 2.23% | Q2 2020 | Q3 2023 | 11 |
SCOUT INVESTMENTS, INC. | 8 | 3 | 0.08% | 0.71% | 1.68% | Q4 2019 | Q3 2022 | 11 |
Cresset Asset Management, LLC | 9 | 2 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 11 |
Trexquant Investment LP | 3 | 1 | 0.04% | 0.23% | 0.62% | Q2 2018 | Q2 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.29% | 0.97% | 2.30% | Q4 2020 | Q3 2023 | 11 |
BALDWIN BROTHERS LLC/MA | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2022 | 11 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.09% | 0.52% | Q3 2017 | Q1 2021 | 11 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.05% | 0.17% | 0.40% | Q2 2018 | Q3 2023 | 11 |
Capital Investment Advisory Services, LLC | 7 | 4 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q1 2022 | 11 |
Mutual Advisors, LLC | 11 | 11 | 0.02% | 0.05% | 0.09% | Q1 2020 | Q3 2022 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Cutter & CO Brokerage, Inc. | 6 | 1 | 0.08% | 0.16% | 0.32% | Q4 2017 | Q4 2021 | 11 |
Nicholas Investment Partners, LP | 11 | 11 | 0.04% | 0.14% | 0.19% | Q3 2019 | Q1 2022 | 11 |
Lombard Odier Asset Management (USA) Corp | 3 | 1 | 0.00% | 0.23% | 0.80% | Q2 2018 | Q1 2023 | 11 |
Quadrature Capital Ltd | 2 | 1 | 0.04% | 0.67% | 1.65% | Q2 2019 | Q2 2023 | 11 |
Corbenic Partners LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Costello Asset Management, INC | 11 | 11 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q4 2022 | 11 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 6 | 2 | 0.02% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 11 |
Bedel Financial Consulting, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
EATON VANCE MANAGEMENT | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 11 |
HOWE & RUSLING INC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.01% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Andra AP-fonden | 4 | 1 | 0.01% | 0.08% | 0.27% | Q4 2019 | Q3 2023 | 11 |
Dorsey Asset Management | 6 | 5 | 5.59% | 9.02% | 14.58% | Q4 2019 | Q2 2023 | 11 |
ClariVest Asset Management LLC | 10 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q1 2023 | 11 |
CREDIT AGRICOLE S A | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 11 |
Moors & Cabot, Inc. | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2021 | 11 |
Ensign Peak Advisors, Inc | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 11 | 11 | 0.02% | 0.14% | 0.25% | Q3 2019 | Q1 2022 | 11 |
Venture Visionary Partners LLC | 5 | 1 | 0.02% | 0.17% | 0.58% | Q4 2019 | Q3 2022 | 10 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 2 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q1 2022 | 10 |
AXA S.A. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2010 | Q3 2023 | 10 |
ProShare Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 10 |
Pearl River Capital, LLC | 3 | 1 | 0.05% | 0.15% | 0.37% | Q4 2018 | Q3 2023 | 10 |
Penn Capital Management Company, LLC | 10 | 10 | 0.05% | 0.14% | 0.25% | Q3 2017 | Q4 2019 | 10 |
PineBridge Investments, L.P. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Marshall Wace North America L.P. | 6 | 1 | 0.00% | 0.09% | 0.32% | Q3 2017 | Q3 2021 | 10 |
Alta Park Capital, LP | 7 | 1 | 0.53% | 2.05% | 3.56% | Q3 2018 | Q4 2021 | 10 |
Alyeska Investment Group, L.P. | 7 | 1 | 0.01% | 0.33% | 0.92% | Q4 2018 | Q3 2023 | 10 |
MONETA GROUP INVESTMENT ADVISORS LLC | 9 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2022 | 10 |
Malaga Cove Capital, LLC | 4 | 1 | 0.10% | 0.27% | 0.74% | Q4 2019 | Q3 2023 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.00% | 0.03% | 0.12% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 10 |
SG3 Management, LLC | 2 | 1 | 0.06% | 0.25% | 0.46% | Q2 2018 | Q4 2021 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PLATINUM INVESTMENT MANAGEMENT LTD | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2021 | 10 |
JAG CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.35% | 2.33% | 3.66% | Q1 2020 | Q2 2022 | 10 |
NAVELLIER & ASSOCIATES INC | 5 | 5 | 0.03% | 0.08% | 0.14% | Q2 2019 | Q4 2021 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 10 |
OPSEU Pension Plan Trust Fund | 10 | 10 | 0.05% | 0.16% | 0.32% | Q2 2020 | Q3 2022 | 10 |
PFS INVESTMENTS INC. | 10 | 10 | 0.01% | 0.04% | 0.09% | Q1 2021 | Q2 2023 | 10 |
B. Riley Wealth Management, Inc. | 10 | 10 | 0.02% | 0.06% | 0.10% | Q3 2019 | Q4 2021 | 10 |
WEST PACES ADVISORS INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.08% | 0.26% | Q4 2020 | Q3 2023 | 10 |
Lee Financial Co | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 10 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 10 | 10 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q4 2019 | 10 |
ETF MANAGERS GROUP, LLC | 9 | 1 | 0.01% | 0.04% | 0.09% | Q3 2019 | Q2 2022 | 10 |
Loveless Wealth Management LLC | 10 | 10 | 0.16% | 0.43% | 0.69% | Q4 2019 | Q1 2022 | 10 |
MONETARY MANAGEMENT GROUP INC | 8 | 2 | 0.00% | 0.11% | 0.33% | Q4 2020 | Q2 2023 | 10 |
CNB Bank | 10 | 10 | 0.00% | 0.03% | 0.10% | Q2 2021 | Q3 2023 | 10 |
MIZUHO SECURITIES USA LLC | 4 | 4 | 0.00% | 0.06% | 0.23% | Q4 2017 | Q3 2018 | 10 |
Amundi | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Executive Wealth Management, LLC | 9 | 1 | 0.00% | 0.21% | 0.43% | Q2 2019 | Q2 2022 | 10 |
Tuscan Ridge Asset Management LLC | 5 | 5 | 0.02% | 0.17% | 0.40% | Q4 2018 | Q4 2019 | 10 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.03% | 0.19% | 0.46% | Q4 2017 | Q3 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Prospera Financial Services Inc | 3 | 1 | 0.01% | 0.05% | 0.16% | Q2 2019 | Q3 2023 | 10 |
JACKSON SQUARE CAPITAL, LLC | 10 | 10 | 0.09% | 0.19% | 0.31% | Q4 2019 | Q1 2022 | 10 |
Freestone Capital Holdings, LLC | 7 | 1 | 0.00% | 0.04% | 0.25% | Q3 2019 | Q3 2023 | 10 |
DELTA ASSET MANAGEMENT LLC/TN | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
HARBOR CAPITAL ADVISORS, INC. | 9 | 9 | 0.03% | 0.08% | 0.30% | Q4 2021 | Q4 2023 | 9 |
PSI Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 9 |
Sterling Investment Advisors, Ltd. | 7 | 2 | 0.00% | 0.42% | 0.83% | Q1 2020 | Q2 2022 | 9 |
1832 Asset Management L.P. | 7 | 2 | 0.00% | 0.13% | 0.28% | Q1 2019 | Q4 2021 | 9 |
Carroll Financial Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Connor, Clark & Lunn Investment Management Ltd. | 5 | 1 | 0.01% | 0.10% | 0.22% | Q4 2019 | Q3 2023 | 9 |
Bellwether Advisors, LLC | 9 | 9 | 0.00% | 0.05% | 0.29% | Q4 2020 | Q4 2022 | 9 |
Pier Capital, LLC | 5 | 1 | 0.07% | 0.69% | 1.37% | Q3 2017 | Q3 2023 | 9 |
EMERALD ADVISERS, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 9 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.03% | 0.19% | Q2 2019 | Q3 2023 | 9 |
Mizuho Securities Co. Ltd. | 8 | 1 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q3 2022 | 9 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 9 |
Blackhawk Capital Partners LLC. | 7 | 2 | 0.71% | 1.35% | 2.18% | Q2 2018 | Q4 2021 | 9 |
Hitchwood Capital Management LP | 7 | 2 | 0.82% | 1.09% | 1.77% | Q2 2018 | Q4 2021 | 9 |
Advisor Group, Inc. | 9 | 9 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q4 2019 | 9 |
Phoenix Wealth Advisors | 8 | 1 | 0.13% | 0.81% | 1.57% | Q4 2020 | Q1 2023 | 9 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 9 | 9 | 0.45% | 1.44% | 2.43% | Q3 2017 | Q3 2019 | 9 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.00% | 0.02% | 0.10% | Q3 2019 | Q2 2023 | 9 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 9 | 9 | 0.02% | 0.06% | 0.10% | Q3 2019 | Q3 2021 | 9 |
Tower View Wealth Management LLC | 8 | 1 | 0.00% | 0.60% | 0.92% | Q2 2020 | Q3 2022 | 9 |
Jump Financial, LLC | 5 | 1 | 0.03% | 0.15% | 0.33% | Q3 2020 | Q2 2023 | 9 |
Oakworth Capital, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PACES FERRY WEALTH ADVISORS, LLC | 9 | 9 | 0.22% | 0.69% | 1.28% | Q3 2020 | Q3 2022 | 9 |
Silicon Valley Community Foundation | 9 | 9 | 0.10% | 0.85% | 1.70% | Q4 2020 | Q4 2022 | 9 |
Interchange Capital Partners, LLC | 4 | 2 | 0.20% | 0.63% | 0.96% | Q4 2020 | Q3 2023 | 9 |
Ocean Capital Management, LLC | 9 | 9 | 0.16% | 0.90% | 1.58% | Q3 2020 | Q3 2022 | 9 |
Illinois Municipal Retirement Fund | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2022 | 9 |
MGO ONE SEVEN LLC | 6 | 1 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 9 |
HBK INVESTMENTS L P | 3 | 1 | 0.01% | 0.08% | 0.27% | Q3 2018 | Q3 2022 | 9 |
Koshinski Asset Management, Inc. | 7 | 1 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q1 2022 | 9 |
Motley Fool Asset Management LLC | 8 | 1 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q2 2022 | 9 |
SlateStone Wealth, LLC | 8 | 1 | 0.03% | 0.55% | 1.16% | Q1 2020 | Q3 2023 | 9 |
Quantamental Technologies LLC | 2 | 1 | 0.02% | 0.21% | 0.45% | Q2 2019 | Q2 2023 | 9 |
World Asset Management Inc | 6 | 3 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2021 | 9 |
RMB Capital Management, LLC | 9 | 9 | 0.03% | 0.08% | 0.14% | Q1 2020 | Q1 2022 | 9 |
Jump Trading, LLC | 4 | 4 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q1 2019 | 9 |
Spyglass Capital Management LLC | 6 | 3 | 1.88% | 3.17% | 4.72% | Q2 2020 | Q3 2023 | 9 |
RATIONAL ADVISORS LLC | 6 | 1 | 0.10% | 0.37% | 0.86% | Q3 2018 | Q3 2021 | 9 |
Odey Asset Management Group Ltd | 9 | 9 | 0.00% | 0.21% | 0.56% | Q4 2019 | Q4 2021 | 9 |
Biltmore Capital Advisors LLC | 4 | 2 | 0.10% | 0.22% | 0.40% | Q1 2019 | Q4 2021 | 9 |
Quantbot Technologies LP | 3 | 1 | 0.02% | 0.15% | 0.58% | Q4 2017 | Q3 2023 | 9 |
West Oak Capital, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 9 |
Assenagon Asset Management S.A. | 5 | 1 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 9 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.08% | 0.20% | Q4 2019 | Q4 2021 | 9 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q1 2022 | 9 |
Solstein Capital, LLC | 9 | 9 | 0.04% | 0.74% | 1.84% | Q4 2019 | Q4 2021 | 9 |
KMG FIDUCIARY PARTNERS, LLC | 9 | 9 | 0.03% | 0.19% | 0.43% | Q4 2019 | Q4 2021 | 9 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 9 |
ATTICUS WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 9 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 9 |
Covington Capital Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Harvest Fund Management Co., Ltd | 4 | 2 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 9 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2021 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
IBM Retirement Fund | 8 | 8 | 0.03% | 0.07% | 0.12% | Q2 2020 | Q1 2022 | 8 |
FORTEM FINANCIAL GROUP, LLC | 6 | 2 | 0.14% | 0.20% | 0.25% | Q3 2019 | Q3 2021 | 8 |
Bridgecreek Investment Management, LLC | 8 | 8 | 0.06% | 0.11% | 0.18% | Q1 2020 | Q4 2021 | 8 |
SkyOak Wealth, LLC | 5 | 1 | 0.09% | 0.14% | 0.32% | Q4 2020 | Q3 2023 | 8 |
Banco Santander, S.A. | 8 | 8 | 0.00% | 0.03% | 0.16% | Q4 2020 | Q3 2022 | 8 |
Versor Investments LP | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 8 |
Athanor Capital, LP | 5 | 3 | 0.02% | 0.22% | 0.55% | Q2 2019 | Q3 2021 | 8 |
Partners Group Holding AG | 6 | 2 | 0.01% | 0.18% | 0.82% | Q1 2018 | Q4 2022 | 8 |
Edge Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
MCF Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 8 |
Claraphi Advisory Network, LLC | 8 | 8 | 0.02% | 0.30% | 0.64% | Q1 2020 | Q4 2021 | 8 |
Connacht Asset Management LP | 6 | 1 | 0.14% | 0.61% | 1.80% | Q2 2021 | Q3 2023 | 8 |
Wealthfront Advisers LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Global Wealth Management Investment Advisory, Inc. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Delos Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q1 2023 | 8 |
FIRST CITIZENS BANK & TRUST CO | 8 | 8 | 0.02% | 0.09% | 0.16% | Q1 2020 | Q4 2021 | 8 |
Pinnacle Bancorp, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Column Capital Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 8 |
Laurel Wealth Advisors LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 8 |
HBW ADVISORY SERVICES LLC | 8 | 8 | 0.08% | 0.18% | 0.30% | Q2 2020 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
DOCK STREET ASSET MANAGEMENT INC | 8 | 8 | 0.13% | 0.37% | 0.54% | Q2 2020 | Q1 2022 | 8 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.07% | 0.28% | Q2 2019 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
OneDigital Investment Advisors LLC | 7 | 7 | 0.00% | 0.07% | 0.13% | Q2 2020 | Q4 2021 | 8 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 1 | 0.11% | 0.36% | 1.01% | Q3 2020 | Q2 2023 | 8 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 8 | 8 | 0.21% | 0.58% | 1.05% | Q4 2020 | Q3 2022 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 1 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q2 2023 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 3 | 0.05% | 0.14% | 0.36% | Q3 2021 | Q3 2023 | 8 |
EMC Capital Management | 8 | 8 | 0.06% | 0.15% | 0.25% | Q4 2020 | Q3 2022 | 8 |
SYNOVUS FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 8 |
GRIFFIN ASSET MANAGEMENT, INC. | 5 | 1 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q2 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Royal Fund Management, LLC | 6 | 1 | 0.00% | 0.04% | 0.17% | Q4 2018 | Q2 2023 | 8 |
Kistler-Tiffany Companies, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.04% | 0.19% | Q4 2021 | Q3 2023 | 8 |
J.W. COLE ADVISORS, INC. | 8 | 8 | 0.03% | 0.07% | 0.13% | Q3 2020 | Q2 2022 | 8 |
Clarus Wealth Advisors | 4 | 1 | 0.07% | 0.20% | 0.54% | Q4 2018 | Q3 2021 | 8 |
Morse Asset Management, Inc | 6 | 1 | 0.07% | 0.40% | 1.06% | Q3 2018 | Q3 2021 | 8 |
FinTrust Capital Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 8 |
ELEMENT POINTE ADVISORS, LLC | 8 | 8 | 0.10% | 0.36% | 0.63% | Q2 2020 | Q1 2022 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Seaport Global Advisors, LLC | 8 | 8 | 0.42% | 0.92% | 1.75% | Q4 2021 | Q3 2023 | 8 |
Berman Capital Advisors, LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 8 |
D L CARLSON INVESTMENT GROUP INC | 5 | 1 | 0.05% | 0.94% | 2.17% | Q4 2017 | Q2 2021 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Vigilare Wealth Management | 8 | 8 | 0.27% | 0.32% | 0.38% | Q1 2020 | Q4 2021 | 8 |
EULAV Asset Management | 8 | 8 | 0.14% | 0.25% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Crewe Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ROYAL LONDON ASSET MANAGEMENT LTD | 8 | 8 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q4 2022 | 8 |
WT Wealth Management | 8 | 8 | 0.18% | 0.58% | 0.96% | Q4 2019 | Q3 2021 | 8 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.01% | 0.05% | 0.18% | Q2 2018 | Q1 2022 | 8 |
DIKER MANAGEMENT LLC | 7 | 1 | 0.20% | 3.41% | 6.05% | Q3 2019 | Q4 2021 | 8 |
ENTERPRISE FINANCIAL SERVICES CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Crawford Lake Capital Management, LLC | 3 | 1 | 0.12% | 2.24% | 5.84% | Q3 2018 | Q4 2020 | 8 |
PICTET ASSET MANAGEMENT LTD | 8 | 8 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q2 2021 | 8 |
Carmichael Hill & Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Arete Wealth Advisors, LLC | 7 | 1 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q4 2021 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
ArrowMark Colorado Holdings LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q2 2019 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
JAMES INVESTMENT RESEARCH INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
Whale Rock Capital Management | 3 | 1 | 0.07% | 1.95% | 3.79% | Q3 2017 | Q3 2021 | 8 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 8 |
Summit X, LLC | 8 | 8 | 0.12% | 0.32% | 0.58% | Q1 2020 | Q4 2021 | 8 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Clay Northam Wealth Management, LLC | 8 | 8 | 0.32% | 0.72% | 1.69% | Q4 2021 | Q3 2023 | 8 |
FIRST HAWAIIAN BANK | 8 | 8 | 0.02% | 0.07% | 0.11% | Q1 2020 | Q4 2021 | 8 |
Tidal Investments LLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q1 2023 | 7 |
ACG Wealth | 5 | 1 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q2 2022 | 7 |
Oder Investment Management, LLC | 6 | 1 | 0.10% | 0.80% | 1.44% | Q4 2020 | Q4 2022 | 7 |
BANK OF NOVA SCOTIA | 4 | 1 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q4 2022 | 7 |
Accel Wealth Management | 7 | 7 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q2 2022 | 7 |
Financial Management Professionals, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Institute for Wealth Management, LLC. | 6 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q4 2021 | 7 |
PROFUND ADVISORS LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 7 |
PFS Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Bayesian Capital Management, LP | 3 | 1 | 0.07% | 0.56% | 1.08% | Q4 2017 | Q4 2021 | 7 |
FIRST MANHATTAN CO. LLC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 7 |
BDO Wealth Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
NN Investment Partners Holdings N.V. | 7 | 7 | 0.00% | 0.06% | 0.13% | Q3 2020 | Q1 2022 | 7 |
AMUNDI ASSET MANAGEMENT US, INC. | 7 | 7 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q1 2021 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Manchester Capital Management LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 7 |
MACKAY SHIELDS LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q1 2021 | 7 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.06% | 0.13% | 0.27% | Q4 2018 | Q3 2023 | 7 |
O'Dell Group, LLC | 6 | 1 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q2 2023 | 7 |
Texas Yale Capital Corp. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q1 2022 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.01% | 0.05% | 0.11% | Q2 2020 | Q4 2021 | 7 |
Adalta Capital Management LLC | 4 | 3 | 0.03% | 0.12% | 0.30% | Q1 2019 | Q4 2021 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.17% | 0.35% | Q4 2018 | Q3 2021 | 7 |
PIER 88 INVESTMENT PARTNERS LLC | 7 | 7 | 0.14% | 0.26% | 0.44% | Q2 2018 | Q4 2019 | 7 |
OppenheimerFunds, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q1 2019 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 7 |
Greenhaven Road Investment Management, L.P. | 7 | 7 | 5.03% | 6.68% | 8.47% | Q1 2020 | Q3 2021 | 7 |
Aperio Group, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2020 | 7 |
Shay Capital LLC | 3 | 1 | 0.03% | 0.16% | 0.43% | Q1 2021 | Q3 2023 | 7 |
Aquatic Capital Management LLC | 6 | 1 | 0.05% | 0.43% | 0.80% | Q4 2021 | Q3 2023 | 7 |
First Allied Advisory Services, Inc. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2020 | 7 |
Stonebridge Capital Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Union Square Park Capital Management, LLC | 4 | 4 | 0.51% | 1.48% | 2.70% | Q4 2020 | Q3 2021 | 7 |
HIGHSIDE GLOBAL MANAGEMENT LLC | 7 | 7 | 5.24% | 7.10% | 9.44% | Q3 2020 | Q1 2022 | 7 |
Bison Wealth, LLC | 4 | 3 | 0.05% | 0.11% | 0.19% | Q3 2020 | Q2 2023 | 7 |
Braun-Bostich & Associates Inc. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2020 | 7 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Graham Capital Management, L.P. | 5 | 2 | 0.01% | 0.45% | 1.52% | Q4 2020 | Q2 2023 | 7 |
Archer Investment Corp | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.02% | 0.29% | 0.49% | Q4 2020 | Q2 2023 | 7 |
FUKOKU MUTUAL LIFE INSURANCE Co | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Advisory Resource Group | 4 | 3 | 0.06% | 0.10% | 0.20% | Q4 2021 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q1 2021 | 7 |
Weil Company, Inc. | 6 | 1 | 0.08% | 0.21% | 0.38% | Q3 2019 | Q4 2021 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.06% | 0.26% | 0.41% | Q4 2019 | Q2 2023 | 7 |
Redpoint Investment Management Pty Ltd | 7 | 7 | 0.04% | 0.07% | 0.12% | Q4 2020 | Q2 2022 | 7 |
WEALTH EFFECTS LLC | 7 | 7 | 0.09% | 0.74% | 1.70% | Q4 2021 | Q2 2023 | 7 |
O'Shares Investment Advisers, LLC | 7 | 7 | 0.27% | 0.63% | 0.94% | Q3 2020 | Q1 2022 | 7 |
NuWave Investment Management, LLC | 5 | 1 | 0.00% | 0.78% | 1.23% | Q3 2020 | Q3 2022 | 7 |
ALGERT GLOBAL LLC | 4 | 1 | 0.07% | 0.23% | 0.54% | Q1 2020 | Q3 2023 | 7 |
Spearhead Capital Advisors, LLC | 7 | 7 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q1 2022 | 7 |
PITTENGER & ANDERSON INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 7 |
Disciplined Investments, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 7 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 5 | 1 | 0.01% | 0.14% | 0.21% | Q4 2018 | Q3 2023 | 7 |
Silvant Capital Management LLC | 7 | 7 | 0.05% | 0.09% | 0.13% | Q3 2018 | Q1 2020 | 7 |
Derbend Asset Management | 6 | 1 | 0.14% | 0.70% | 1.39% | Q2 2021 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.05% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Quilter Plc | 7 | 7 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2021 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Stephens Investment Management Group LLC | 7 | 7 | 0.29% | 0.63% | 1.09% | Q2 2020 | Q4 2021 | 7 |
Must Asset Management Inc. | 7 | 7 | 0.26% | 2.00% | 5.99% | Q4 2020 | Q2 2022 | 7 |
PRIMECAP MANAGEMENT CO/CA/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
C M BIDWELL & ASSOCIATES LTD | 4 | 1 | 0.00% | 0.02% | 0.13% | Q3 2021 | Q3 2023 | 7 |
Kovack Advisors, Inc. | 6 | 1 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q1 2023 | 7 |
Park West Asset Management LLC | 4 | 3 | 0.55% | 0.77% | 1.32% | Q1 2019 | Q4 2020 | 7 |
CX Institutional | 4 | 1 | 0.00% | 0.04% | 0.17% | Q1 2020 | Q2 2022 | 7 |
Simplicity Solutions, LLC | 5 | 1 | 0.01% | 0.10% | 0.23% | Q1 2019 | Q1 2022 | 7 |
GM Advisory Group, LLC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q4 2021 | 7 |
Stratos Wealth Advisors, LLC | 7 | 7 | 0.03% | 0.07% | 0.09% | Q2 2020 | Q4 2021 | 7 |
Jaffetilchin Investment Partners, LLC | 7 | 7 | 0.08% | 0.17% | 0.29% | Q2 2020 | Q4 2021 | 7 |
TSFG, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Teamwork Financial Advisors, LLC | 7 | 7 | 0.07% | 0.20% | 0.33% | Q2 2020 | Q4 2021 | 7 |
BNP Paribas Asset Management Holding S.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Vanguard Capital Wealth Advisors | 6 | 6 | 0.15% | 0.36% | 0.53% | Q4 2020 | Q1 2022 | 6 |
AlphaCrest Capital Management LLC | 3 | 1 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2021 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.07% | 0.16% | 0.44% | Q1 2021 | Q2 2022 | 6 |
Alpha Paradigm Partners, LLC | 4 | 2 | 0.02% | 0.40% | 1.86% | Q4 2020 | Q2 2022 | 6 |
Koss-Olinger Consulting, LLC | 3 | 3 | 0.22% | 0.44% | 0.68% | Q1 2021 | Q3 2023 | 6 |
Privium Fund Management B.V. | 4 | 2 | 0.37% | 1.76% | 2.97% | Q4 2021 | Q3 2023 | 6 |
OLD SECOND NATIONAL BANK OF AURORA | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 6 |
Cornerstone Wealth Management, LLC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 6 |
Blume Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
USS Investment Management Ltd | 6 | 6 | 0.01% | 0.05% | 0.09% | Q1 2021 | Q2 2022 | 6 |
WINTON GROUP Ltd | 5 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q2 2021 | 6 |
QS Investors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 6 |
HBK Sorce Advisory LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2021 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
HHR Asset Management, LLC | 5 | 1 | 0.28% | 2.40% | 4.07% | Q2 2018 | Q1 2022 | 6 |
RAYMOND JAMES TRUST N.A. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 6 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
CIBC WORLD MARKETS CORP | 4 | 1 | 0.02% | 0.16% | 0.79% | Q1 2019 | Q4 2021 | 6 |
Beaird Harris Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
MEANS INVESTMENT CO., INC. | 5 | 5 | 0.00% | 0.08% | 0.12% | Q3 2020 | Q3 2021 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q3 2021 | 6 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.07% | 1.01% | 3.75% | Q3 2018 | Q1 2020 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
DOHENY ASSET MANAGEMENT /CA | 6 | 6 | 0.21% | 0.34% | 0.50% | Q3 2020 | Q4 2021 | 6 |
DUALITY ADVISERS, LP | 5 | 1 | 0.08% | 0.20% | 0.42% | Q1 2021 | Q3 2023 | 6 |
SHEETS SMITH WEALTH MANAGEMENT | 5 | 1 | 0.04% | 0.09% | 0.15% | Q3 2019 | Q4 2021 | 6 |
Sugarloaf Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 6 |
Lynch Asset Management, Inc. | 3 | 3 | 0.21% | 0.26% | 0.29% | Q1 2022 | Q3 2023 | 6 |
ALPS ADVISORS INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 5 | 1 | 0.11% | 0.41% | 1.37% | Q3 2018 | Q3 2021 | 6 |
UNITED MARITIME CAPITAL LLC | 6 | 6 | 0.46% | 5.65% | 17.53% | Q2 2021 | Q3 2022 | 6 |
Capital Advisors, Ltd. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Alight Capital Management LP | 4 | 1 | 0.46% | 1.15% | 1.92% | Q4 2018 | Q2 2022 | 6 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
JT Stratford LLC | 6 | 6 | 0.07% | 0.13% | 0.19% | Q3 2020 | Q4 2021 | 6 |
Silverleafe Capital Partners, LLC | 6 | 6 | 0.18% | 0.41% | 0.65% | Q3 2020 | Q4 2021 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 1 | 0.00% | 0.06% | 0.23% | Q3 2018 | Q2 2023 | 6 |
Rehmann Capital Advisory Group | 5 | 1 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q1 2020 | 6 |
Williams Jones Wealth Management, LLC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Grisanti Capital Management LLC | 6 | 6 | 1.21% | 2.70% | 3.86% | Q4 2018 | Q1 2020 | 6 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2022 | 6 |
Asset Dedication, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 6 |
Oxbow Advisors, LLC | 6 | 6 | 0.06% | 0.07% | 0.10% | Q1 2021 | Q2 2022 | 6 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.06% | 0.16% | 0.34% | Q2 2021 | Q3 2022 | 6 |
Cavalry Management Group, LLC | 5 | 1 | 1.68% | 3.68% | 7.08% | Q3 2020 | Q2 2022 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.09% | 0.22% | 0.46% | Q2 2019 | Q2 2023 | 6 |
Mount Yale Investment Advisors, LLC | 6 | 6 | 0.09% | 0.18% | 0.24% | Q2 2021 | Q3 2022 | 6 |
Estabrook Capital Management | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Eagle Bay Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Cinctive Capital Management LP | 3 | 1 | 0.01% | 0.04% | 0.15% | Q3 2021 | Q3 2023 | 6 |
Corient Capital Partners, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q1 2022 | 6 |
LCNB CORP | 6 | 6 | 0.12% | 0.18% | 0.24% | Q3 2020 | Q4 2021 | 6 |
Riggs Asset Managment Co. Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
Western Wealth Management, LLC | 4 | 2 | 0.01% | 0.04% | 0.05% | Q3 2020 | Q2 2022 | 6 |
FORA Capital, LLC | 5 | 1 | 0.12% | 0.65% | 1.36% | Q1 2020 | Q2 2023 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
HC FINANCIAL ADVISORS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
IndexIQ Advisors LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Ellevest, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 6 |
Stiles Financial Services Inc | 4 | 2 | 0.12% | 0.26% | 0.59% | Q4 2021 | Q2 2023 | 6 |
WealthBridge Capital Management, LLC | 4 | 2 | 0.02% | 0.08% | 0.12% | Q4 2018 | Q3 2021 | 6 |
Gainplan LLC | 2 | 1 | 0.03% | 0.19% | 0.30% | Q2 2018 | Q1 2021 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
GREATMARK INVESTMENT PARTNERS, INC. | 3 | 3 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 6 |
FORTE CAPITAL LLC /ADV | 6 | 6 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q3 2021 | 6 |
WELD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.15% | 0.24% | 0.30% | Q1 2019 | Q2 2021 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Riverview Trust Co | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 5 | 1 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q4 2021 | 6 |
CGN Advisors LLC | 6 | 6 | 0.12% | 0.21% | 0.29% | Q4 2020 | Q1 2022 | 6 |
Byrne Asset Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Fortis Capital Management LLC | 5 | 1 | 0.13% | 1.02% | 2.04% | Q2 2020 | Q1 2022 | 6 |
Contour Asset Management LLC | 2 | 1 | 0.05% | 0.51% | 0.82% | Q3 2019 | Q1 2023 | 6 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.09% | 0.19% | Q2 2018 | Q2 2023 | 6 |
Tarbox Family Office, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Clear Perspective Advisors, LLC | 6 | 6 | 0.09% | 0.68% | 1.34% | Q2 2020 | Q3 2021 | 6 |
Laurel Wealth Advisors, Inc. | 3 | 1 | 0.03% | 0.04% | 0.08% | Q3 2018 | Q2 2022 | 6 |
Mirae Asset Global Investments Co., Ltd. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 6 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 2 | 0.18% | 0.27% | 0.39% | Q4 2020 | Q3 2022 | 6 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 6 |
Financial Enhancement Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Regal Investment Advisors LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q1 2022 | 6 |
TOTH FINANCIAL ADVISORY CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 5 |
CSS LLC/IL | 2 | 1 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q2 2023 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 5 |
WMS Partners, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 5 |
FIRST MERCANTILE TRUST CO | 4 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2021 | 5 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.04% | 0.10% | Q3 2018 | Q2 2022 | 5 |
Kozak & Associates, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Granite Point Capital Management, L.P. | 3 | 1 | 0.06% | 0.43% | 1.70% | Q1 2018 | Q4 2020 | 5 |
Joseph P. Lucia & Associates, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2020 | 5 |
Certified Advisory Corp | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 5 |
A.R.T. Advisors, LLC | 3 | 2 | 0.02% | 0.07% | 0.11% | Q1 2018 | Q4 2019 | 5 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 5 |
Quantinno Capital Management LP | 3 | 1 | 0.04% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 5 |
PEAK6 Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 5 |
Perigon Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q4 2021 | 5 |
Avestar Capital, LLC | 4 | 4 | 0.03% | 0.08% | 0.21% | Q1 2021 | Q4 2021 | 5 |
Strategic Blueprint, LLC | 5 | 5 | 0.04% | 0.08% | 0.13% | Q4 2020 | Q4 2021 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Enlightenment Research, LLC | 2 | 1 | 0.45% | 0.64% | 1.04% | Q2 2019 | Q2 2022 | 5 |
W.G. Shaheen & Associates DBA Whitney & Co | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2021 | 5 |
Cox Capital Mgt LLC | 4 | 1 | 0.16% | 0.19% | 0.25% | Q1 2020 | Q3 2021 | 5 |
Holocene Advisors, LP | 4 | 1 | 0.01% | 0.10% | 0.45% | Q2 2021 | Q1 2023 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 5 |
Traynor Capital Management, Inc. | 3 | 2 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q2 2021 | 5 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.04% | 0.10% | 0.15% | Q4 2020 | Q1 2023 | 5 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q1 2022 | 5 |
Force Hill Capital Management LP | 4 | 1 | 1.13% | 2.08% | 3.09% | Q1 2021 | Q2 2022 | 5 |
FAS Wealth Partners, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
State of Wyoming | 4 | 1 | 0.00% | 0.03% | 0.10% | Q1 2021 | Q2 2022 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.41% | 0.88% | 1.53% | Q4 2021 | Q4 2022 | 5 |
First National Bank of South Miami | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 5 |
Schubert & Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Harspring Capital Management, LLC | 4 | 1 | 0.88% | 2.07% | 3.72% | Q3 2020 | Q1 2022 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
QCM Cayman, Ltd. | 2 | 1 | 0.45% | 2.28% | 5.82% | Q3 2018 | Q3 2023 | 5 |
IEQ CAPITAL, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 5 |
Activest Wealth Management | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 5 |
Verity Asset Management, Inc. | 5 | 5 | 0.50% | 0.67% | 0.88% | Q3 2022 | Q3 2023 | 5 |
Infusive Asset Management Inc. | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 5 |
RKL Wealth Management LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 5 |
Mayflower Financial Advisors, LLC | 4 | 4 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Apollon Wealth Management, LLC | 4 | 1 | 0.02% | 0.06% | 0.12% | Q2 2020 | Q3 2021 | 5 |
PFG Private Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Kessler Investment Group, LLC | 3 | 1 | 0.06% | 0.35% | 0.74% | Q4 2017 | Q2 2020 | 5 |
Altshuler Shaham Ltd | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 5 |
Canal Capital Management, LLC | 5 | 5 | 0.08% | 0.11% | 0.13% | Q3 2020 | Q3 2021 | 5 |
WD RUTHERFORD LLC | 5 | 5 | 0.26% | 0.74% | 1.01% | Q4 2020 | Q4 2021 | 5 |
ZACKS INVESTMENT MANAGEMENT | 4 | 1 | 0.01% | 0.10% | 0.13% | Q4 2018 | Q3 2021 | 5 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.12% | 0.39% | Q4 2020 | Q2 2023 | 5 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.22% | 0.50% | Q2 2019 | Q3 2022 | 5 |
MJP ASSOCIATES INC /ADV | 5 | 5 | 0.08% | 0.16% | 0.20% | Q4 2020 | Q4 2021 | 5 |
Insight Advisors, LLC/ PA | 5 | 5 | 0.50% | 0.69% | 1.11% | Q4 2020 | Q4 2021 | 5 |
GABLES CAPITAL MANAGEMENT INC. | 5 | 5 | 0.03% | 0.25% | 0.52% | Q4 2018 | Q4 2019 | 5 |
Kerrisdale Advisers, LLC | 4 | 1 | 0.29% | 1.17% | 3.21% | Q3 2021 | Q4 2022 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 5 |
CIGNA INVESTMENTS INC /NEW | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Parisi Gray Wealth Management | 5 | 5 | 0.10% | 0.17% | 0.22% | Q4 2020 | Q4 2021 | 5 |
SMITH, MOORE & CO. | 5 | 5 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q4 2021 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 2 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q2 2023 | 5 |
GOFEN & GLOSSBERG LLC /IL/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
CARILLON TOWER ADVISERS, INC. | 5 | 5 | 0.14% | 0.30% | 0.55% | Q4 2019 | Q4 2020 | 5 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Peregrine Asset Advisers, Inc. | 2 | 1 | 0.12% | 1.09% | 3.07% | Q2 2018 | Q3 2021 | 5 |
CALIBER WEALTH MANAGEMENT, LLC | 5 | 5 | 0.17% | 1.63% | 2.75% | Q4 2020 | Q4 2021 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Hayden Royal, LLC | 4 | 1 | 0.19% | 0.60% | 0.97% | Q3 2020 | Q4 2021 | 5 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
black-and-white Capital LP | 3 | 2 | 0.95% | 2.11% | 3.02% | Q3 2019 | Q4 2020 | 5 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.04% | 0.16% | Q4 2018 | Q2 2020 | 5 |
Anfield Capital Management, LLC | 4 | 1 | 0.06% | 0.10% | 0.15% | Q4 2019 | Q2 2021 | 5 |
Capital Markets Trading UK LLP | 2 | 1 | 0.01% | 0.01% | 0.04% | Q1 2018 | Q4 2022 | 5 |
NKCFO LLC | 3 | 1 | 0.08% | 0.20% | 0.40% | Q2 2021 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 5 |
MATRIX PRIVATE CAPITAL GROUP LLC | 5 | 5 | 0.10% | 0.19% | 0.24% | Q4 2020 | Q4 2021 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Everhart Financial Group, Inc. | 5 | 5 | 0.27% | 0.66% | 0.95% | Q4 2020 | Q4 2021 | 5 |
Evolutionary Tree Capital Management, LLC | 5 | 5 | 2.65% | 3.58% | 4.30% | Q4 2020 | Q4 2021 | 5 |
Terra Nova Asset Management LLC | 5 | 5 | 0.18% | 0.32% | 0.43% | Q4 2020 | Q4 2021 | 5 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 3 | 1 | 0.44% | 2.66% | 6.30% | Q3 2017 | Q3 2019 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.00% | 0.02% | 0.09% | Q3 2022 | Q3 2023 | 5 |
COLUMBUS CIRCLE INVESTORS | 3 | 2 | 0.14% | 0.40% | 0.65% | Q2 2019 | Q4 2020 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q4 2021 | 5 |
Strategic Wealth Partners, Ltd. | 4 | 1 | 0.00% | 0.03% | 0.16% | Q4 2018 | Q1 2021 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Parametrica Management Ltd | 2 | 1 | 0.15% | 0.40% | 0.68% | Q1 2020 | Q3 2021 | 5 |
Foundations Investment Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Empowered Funds, LLC | 3 | 2 | 0.01% | 0.17% | 0.43% | Q4 2019 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Resolute Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Proem Advisors LLC | 4 | 1 | 1.21% | 3.50% | 8.91% | Q1 2021 | Q3 2022 | 5 |
FULLER & THALER ASSET MANAGEMENT, INC. | 5 | 5 | 0.06% | 0.12% | 0.15% | Q4 2018 | Q4 2019 | 5 |
MARSHALL WACE ASIA Ltd | 5 | 5 | 0.43% | 1.13% | 2.26% | Q3 2020 | Q3 2021 | 5 |
HB Wealth Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
THOMPSON DAVIS & CO., INC. | 5 | 5 | 0.02% | 0.15% | 0.31% | Q3 2017 | Q3 2018 | 5 |
GLENMEDE TRUST CO NA | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Xact Kapitalforvaltning AB | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 5 |
Lineweaver Wealth Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2021 | 4 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 4 | 0.01% | 0.05% | 0.10% | Q3 2018 | Q2 2019 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.10% | 0.18% | Q3 2018 | Q4 2021 | 4 |
Audent Global Asset Management, LLC | 2 | 2 | 0.20% | 0.31% | 0.37% | Q4 2021 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 4 |
Atlas Private Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
United Asset Strategies, Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.08% | 0.12% | Q1 2021 | Q2 2022 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q1 2023 | 4 |
Mawer Investment Management Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Bridgewater Associates | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 1 | 0.02% | 0.06% | 0.16% | Q1 2019 | Q3 2023 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
NewSquare Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 4 |
PayPay Securities Corp | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Echo Street Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 4 |
Spark Investment Management LLC | 3 | 1 | 0.04% | 1.13% | 2.14% | Q1 2018 | Q2 2019 | 4 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 4 |
Alterity Financial Group, LLC | 2 | 1 | 0.42% | 0.94% | 1.78% | Q1 2021 | Q3 2022 | 4 |
Redhawk Wealth Advisors, Inc. | 4 | 4 | 0.12% | 0.18% | 0.24% | Q3 2020 | Q2 2021 | 4 |
Golden Green, Inc. | 4 | 4 | 0.97% | 1.38% | 2.01% | Q4 2020 | Q3 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.09% | Q4 2020 | Q2 2022 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 4 |
FIRST QUADRANT LLC/CA | 2 | 2 | 0.00% | 0.05% | 0.12% | Q3 2018 | Q3 2021 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Laffer Tengler Investments, Inc. | 4 | 4 | 0.12% | 0.17% | 0.28% | Q4 2020 | Q3 2021 | 4 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.04% | 0.15% | Q3 2021 | Q2 2023 | 4 |
MADDEN SECURITIES Corp | 4 | 4 | 0.14% | 0.16% | 0.20% | Q4 2020 | Q3 2021 | 4 |
VALLEY NATIONAL ADVISERS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Cross Staff Investments Inc | 3 | 1 | 0.21% | 0.36% | 0.61% | Q4 2021 | Q3 2023 | 4 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.14% | 0.32% | Q2 2020 | Q2 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
BBVA USA Bancshares, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 4 |
Realta Investment Advisors | 3 | 1 | 0.00% | 0.04% | 0.07% | Q2 2019 | Q2 2020 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.12% | 0.20% | 0.27% | Q4 2020 | Q3 2021 | 4 |
Iron Horse Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 4 |
AIA Investment Management Private Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 4 | 4 | 0.28% | 0.38% | 0.46% | Q4 2020 | Q3 2021 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
WealthShield Partners, LLC | 4 | 4 | 0.03% | 0.08% | 0.10% | Q2 2020 | Q1 2021 | 4 |
Meiji Yasuda Asset Management Co Ltd. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
USCA RIA LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q2 2021 | 4 |
State of Alaska, Department of Revenue | 3 | 1 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2021 | 4 |
Corton Capital Inc. | 3 | 1 | 0.11% | 0.24% | 0.44% | Q1 2022 | Q3 2023 | 4 |
PRUDENTIAL PLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 4 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 4 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Sageworth Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Symmetry Partners, LLC | 3 | 1 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q2 2021 | 4 |
Baader Bank Aktiengesellschaft | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 4 |
Pflug Koory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Clearview Wealth Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.39% | 0.68% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Crown Wealth Group, LLC | 3 | 1 | 0.17% | 0.21% | 0.24% | Q1 2022 | Q1 2023 | 4 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 4 |
Ma Investment Partnership, LP | 4 | 4 | 14.33% | 16.67% | 19.24% | Q4 2020 | Q3 2021 | 4 |
Teza Capital Management LLC | 3 | 1 | 0.07% | 0.08% | 0.12% | Q4 2021 | Q2 2023 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
JAT Capital Mgmt LP | 4 | 4 | 0.80% | 1.57% | 3.26% | Q1 2022 | Q4 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Cunning Capital Partners, LP | 4 | 4 | 1.65% | 2.35% | 3.63% | Q1 2020 | Q4 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.22% | 0.34% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Trellus Management Company, LLC | 2 | 1 | 0.15% | 0.31% | 0.51% | Q3 2019 | Q1 2022 | 4 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 4 | 4 | 0.92% | 1.11% | 1.33% | Q4 2020 | Q3 2021 | 4 |
Accuvest Global Advisors | 2 | 1 | 0.13% | 0.21% | 0.41% | Q3 2018 | Q3 2023 | 4 |
Alpha DNA Investment Management LLC | 3 | 1 | 0.02% | 0.43% | 1.22% | Q4 2020 | Q2 2023 | 4 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
BROWN ADVISORY INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 4 |
Visionary Wealth Advisors | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2021 | 4 |
Woodline Partners LP | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q1 2023 | 4 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.09% | 0.16% | Q3 2018 | Q1 2022 | 4 |
TRUE Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
DUPONT CAPITAL MANAGEMENT CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.05% | 0.14% | Q1 2019 | Q2 2021 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.06% | 0.22% | Q4 2018 | Q3 2023 | 4 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.10% | 0.15% | 0.22% | Q1 2021 | Q2 2023 | 4 |
Alkeon Capital Management | 4 | 4 | 0.25% | 0.34% | 0.43% | Q3 2018 | Q2 2019 | 4 |
Symphony Financial, Ltd. Co. | 4 | 4 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q3 2021 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Anomaly Capital Management, LP | 4 | 4 | 0.82% | 2.52% | 4.24% | Q4 2020 | Q3 2021 | 4 |
EP Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Gemmer Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 4 |
Sassicaia Capital Advisers LLC | 3 | 1 | 0.61% | 10.80% | 34.34% | Q1 2021 | Q4 2022 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.00% | 0.16% | 0.30% | Q3 2020 | Q2 2021 | 4 |
Aquila Investment Management LLC | 4 | 4 | 0.38% | 0.76% | 0.99% | Q4 2021 | Q3 2022 | 4 |
Continuum Advisory, LLC | 4 | 4 | 0.06% | 0.11% | 0.13% | Q4 2020 | Q3 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 4 |
BANQUE PICTET & CIE SA | 4 | 4 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2022 | 4 |
IFG Advisory, LLC | 4 | 4 | 0.02% | 0.14% | 0.30% | Q4 2020 | Q3 2021 | 4 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.31% | 0.89% | Q4 2020 | Q4 2021 | 4 |
Full Sail Capital, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.03% | 0.07% | 0.17% | Q4 2020 | Q4 2021 | 4 |
STONNINGTON GROUP, LLC | 4 | 4 | 0.01% | 0.40% | 0.78% | Q1 2021 | Q4 2021 | 4 |
B. Metzler seel. Sohn & Co. AG | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Shellback Capital, LP | 2 | 1 | 0.17% | 0.35% | 0.44% | Q1 2020 | Q3 2023 | 4 |
INTREPID CAPITAL MANAGEMENT INC | 4 | 4 | 0.13% | 0.37% | 0.74% | Q2 2020 | Q1 2021 | 4 |
Lehman & Derafelo Financial Resources LLC | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q3 2021 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Brookfield Asset Management | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
TEACHERS ADVISORS, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
CASTLEARK MANAGEMENT LLC | 3 | 1 | 0.05% | 0.12% | 0.28% | Q3 2018 | Q1 2020 | 4 |
Blue Rock Advisors, LLC | 4 | 4 | 0.52% | 2.84% | 5.81% | Q4 2020 | Q3 2021 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Abbrea Capital, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Nelson Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Kepos Capital LP | 4 | 4 | 0.04% | 0.07% | 0.09% | Q4 2018 | Q3 2019 | 4 |
Coatue Management | 1 | 1 | 0.01% | 0.73% | 2.59% | Q3 2018 | Q2 2023 | 4 |
COLONY GROUP LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Synergy Financial Group, LTD | 4 | 4 | 0.32% | 0.48% | 0.71% | Q4 2021 | Q3 2022 | 4 |
Foundry Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
CHARTWELL INVESTMENT PARTNERS, LLC | 3 | 1 | 0.01% | 0.07% | 0.10% | Q3 2018 | Q2 2021 | 4 |
JENNISON ASSOCIATES LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 4 |
WFA Asset Management Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Cipher Capital LP | 1 | 1 | 0.10% | 0.18% | 0.35% | Q2 2019 | Q1 2023 | 4 |
Meridian Wealth Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 3 |
Pendal Group Ltd | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
VIVID FINANCIAL MANAGEMENT, INC. | 3 | 3 | 0.11% | 0.15% | 0.19% | Q1 2021 | Q3 2021 | 3 |
Alpha Square Group S LLC | 3 | 3 | 0.67% | 0.82% | 0.97% | Q2 2022 | Q4 2022 | 3 |
Surevest, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
SJS Investment Consulting Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
MONETTA FINANCIAL SERVICES INC | 2 | 1 | 0.51% | 0.73% | 0.92% | Q3 2021 | Q3 2023 | 3 |
12 West Capital Management LP | 2 | 1 | 0.92% | 2.64% | 3.97% | Q3 2018 | Q1 2020 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Cumberland Partners Ltd | 3 | 3 | 0.13% | 0.17% | 0.22% | Q4 2020 | Q2 2021 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Gunderson Capital Management Inc. | 3 | 3 | 0.47% | 2.58% | 4.23% | Q2 2019 | Q4 2019 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
HATTON CONSULTING, INC. | 3 | 3 | 0.38% | 0.49% | 0.59% | Q1 2021 | Q3 2021 | 3 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.07% | 0.18% | Q1 2020 | Q1 2022 | 3 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
BP PLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Desjardins Global Asset Management Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
IVC Wealth Advisors LLC | 2 | 1 | 0.18% | 0.20% | 0.22% | Q4 2020 | Q3 2021 | 3 |
Future Financial Wealth Managment LLC | 2 | 1 | 0.01% | 0.13% | 0.38% | Q4 2020 | Q1 2022 | 3 |
Goldstein Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Concorde Asset Management, LLC | 2 | 1 | 0.14% | 0.27% | 0.52% | Q4 2019 | Q3 2021 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WAYCROSS PARTNERS, LLC | 2 | 1 | 0.11% | 0.32% | 0.68% | Q3 2021 | Q4 2022 | 3 |
Donoghue Forlines LLC | 2 | 1 | 0.24% | 0.32% | 0.44% | Q3 2019 | Q4 2020 | 3 |
Ethic Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Haafor (Singapore) Pte. Ltd. | 3 | 3 | 0.79% | 1.46% | 1.84% | Q2 2020 | Q4 2020 | 3 |
Warther Private Wealth, LLC | 3 | 3 | 0.21% | 0.36% | 0.52% | Q2 2021 | Q4 2021 | 3 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 3 |
Oak Grove Capital LLC | 2 | 2 | 0.01% | 0.07% | 0.11% | Q4 2020 | Q1 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 3 |
Oak Thistle LLC | 1 | 1 | 0.09% | 0.29% | 0.49% | Q4 2021 | Q3 2023 | 3 |
Benchmark Capital Advisors | 3 | 3 | 0.23% | 0.48% | 0.88% | Q4 2017 | Q2 2018 | 3 |
Think Investments LP | 1 | 1 | 5.09% | 5.46% | 6.19% | Q1 2019 | Q4 2021 | 3 |
HOWLAND CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
BANK OF HAWAII | 3 | 3 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Lumature Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Crossmark Global Holdings, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 3 | 3 | 0.09% | 0.24% | 0.44% | Q4 2019 | Q2 2020 | 3 |
LS Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Cyndeo Wealth Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q1 2021 | 3 |
Laidlaw Wealth Management LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q2 2021 | 3 |
Wagner Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
HEADINVEST, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 3 |
KCL Capital, L.P. | 2 | 1 | 0.03% | 1.34% | 3.93% | Q4 2018 | Q4 2020 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.11% | 0.15% | 0.17% | Q1 2022 | Q3 2022 | 3 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2021 | 3 |
Hexagon Capital Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
WHITTIER TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
FINANCIAL COUNSELORS INC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.59% | 0.62% | 0.68% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Meiji Yasuda Life Insurance Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
MYDA Advisors LLC | 1 | 1 | 0.09% | 0.29% | 0.68% | Q4 2017 | Q2 2021 | 3 |
Colonial Trust Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JUMP TRADING, LLC | 1 | 1 | 0.04% | 0.14% | 0.22% | Q4 2019 | Q4 2019 | 3 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 3 | 0.03% | 0.16% | 0.26% | Q2 2021 | Q4 2021 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
ASSETMARK, INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.07% | 0.14% | 0.23% | Q4 2022 | Q3 2023 | 3 |
Main Street Financial Solutions, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WASATCH ADVISORS LP | 3 | 3 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q2 2018 | 3 |
UBS OCONNOR LLC | 3 | 3 | 0.07% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 3 |
EXCALIBUR MANAGEMENT CORP | 3 | 3 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q2 2021 | 3 |
Capitolis Advisors LLC | 3 | 3 | 0.06% | 0.15% | 0.25% | Q2 2021 | Q4 2021 | 3 |
CMT Capital Markets Trading GmbH | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Yarbrough Capital, LLC | 2 | 1 | 0.00% | 0.10% | 0.29% | Q4 2021 | Q4 2022 | 3 |
Cordatus Wealth Management LLC | 2 | 1 | 0.34% | 0.64% | 0.93% | Q4 2019 | Q1 2021 | 3 |
Willis Johnson & Associates, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Werlinich Asset Management, LLC | 3 | 3 | 0.54% | 0.70% | 0.86% | Q1 2021 | Q3 2021 | 3 |
Aurora Private Wealth, Inc. | 2 | 1 | 0.10% | 0.12% | 0.14% | Q1 2020 | Q4 2020 | 3 |
Grove Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q3 2021 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
STEADFAST CAPITAL MANAGEMENT LP | 3 | 3 | 0.02% | 0.71% | 1.08% | Q2 2021 | Q4 2021 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Hidden Lake Asset Management LP | 3 | 3 | 2.68% | 4.34% | 5.40% | Q1 2021 | Q3 2021 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Maytus Capital Management, LLC | 1 | 1 | 0.79% | 1.56% | 2.01% | Q3 2020 | Q3 2022 | 3 |
Melvin Capital Management LP | 2 | 2 | 0.54% | 0.65% | 0.73% | Q2 2018 | Q3 2018 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
One River Asset Management, LLC | 1 | 1 | 0.00% | 0.06% | 0.16% | Q4 2022 | Q4 2022 | 3 |
Hodges Capital Management Inc. | 3 | 3 | 0.51% | 0.82% | 1.01% | Q3 2020 | Q1 2021 | 3 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 3 | 3 | 0.03% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Convergence Investment Partners, LLC | 3 | 3 | 0.16% | 0.20% | 0.23% | Q4 2020 | Q2 2021 | 3 |
REGIONS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
Summit Trail Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Prostatis Group LLC | 2 | 1 | 0.16% | 0.21% | 0.32% | Q2 2021 | Q1 2022 | 3 |
Marcus Capital, LLC | 3 | 3 | 0.82% | 1.50% | 1.94% | Q1 2018 | Q3 2018 | 3 |
Paradigm Financial Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
Ziegler Capital Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.14% | Q1 2021 | Q3 2021 | 3 |
Avalon Investment & Advisory | 2 | 1 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q4 2020 | 3 |
PHILADELPHIA TRUST CO | 3 | 3 | 0.14% | 0.19% | 0.24% | Q3 2020 | Q1 2021 | 3 |
Deane Retirement Strategies, Inc. | 3 | 3 | 0.81% | 1.04% | 1.28% | Q2 2020 | Q4 2020 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PROFESSIONAL PLANNING | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q2 2021 | 3 |
Platform Technology Partners | 2 | 1 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
PREMIER ASSET MANAGEMENT LLC | 3 | 3 | 0.21% | 0.41% | 0.75% | Q1 2022 | Q3 2022 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Colonial River Wealth Management, LLC | 3 | 3 | 0.13% | 0.67% | 1.61% | Q2 2021 | Q4 2021 | 3 |
Zeno Research, LLC | 2 | 1 | 0.66% | 1.38% | 2.25% | Q3 2022 | Q3 2023 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 3 |
Foxhaven Asset Management, LP | 3 | 3 | 0.06% | 0.31% | 0.73% | Q3 2017 | Q1 2018 | 3 |
Banco de Sabadell, S.A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
Karp Capital Management Corp | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Pinnacle Holdings, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q3 2021 | Q1 2023 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 3 |
TWIN CAPITAL MANAGEMENT INC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q3 2021 | Q1 2022 | 3 |
Almanack Investment Partners, LLC. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2020 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Alberta Investment Management Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lenox Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Nadler Financial Group, Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 3 |
Bard Financial Services, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Lisanti Capital Growth, LLC | 2 | 2 | 0.29% | 0.60% | 0.92% | Q1 2019 | Q2 2019 | 2 |
Trust Investment Advisors | 2 | 2 | 0.44% | 0.49% | 0.55% | Q2 2021 | Q3 2021 | 2 |
Diametric Capital, LP | 1 | 1 | 0.19% | 0.22% | 0.26% | Q1 2020 | Q2 2022 | 2 |
CANTOR FITZGERALD, L. P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 2 |
Intellectus Partners, LLC | 1 | 1 | 0.07% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.10% | 0.16% | Q3 2017 | Q3 2018 | 2 |
Beacon Pointe Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Signition LP | 2 | 2 | 0.15% | 0.55% | 0.95% | Q2 2019 | Q3 2019 | 2 |
BRINKER CAPITAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Vienna Asset Management LLC | 2 | 2 | 0.09% | 0.45% | 0.80% | Q4 2021 | Q1 2022 | 2 |
Hound Partners | 2 | 2 | 0.06% | 0.10% | 0.14% | Q4 2017 | Q1 2018 | 2 |
Wealthgate Family Office, LLC | 1 | 1 | 0.76% | 1.06% | 1.36% | Q1 2021 | Q3 2021 | 2 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q2 2021 | 2 |
Rafferty Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Golden State Equity Partners | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Grace Capital | 2 | 2 | 0.26% | 0.33% | 0.40% | Q2 2021 | Q3 2021 | 2 |
WEST CHESTER CAPITAL ADVISORS, INC | 1 | 1 | 0.36% | 0.41% | 0.46% | Q3 2018 | Q2 2019 | 2 |
Sciencast Management LP | 1 | 1 | 0.08% | 0.24% | 0.42% | Q4 2020 | Q3 2021 | 2 |
ARGI Investment Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.07% | 0.09% | 0.12% | Q4 2018 | Q1 2020 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
Ibex Investors LLC | 1 | 1 | 0.02% | 0.16% | 0.30% | Q2 2019 | Q3 2020 | 2 |
Trek Financial, LLC | 2 | 2 | 0.21% | 0.24% | 0.26% | Q2 2022 | Q3 2022 | 2 |
AM Squared Ltd | 2 | 2 | 0.41% | 0.51% | 0.62% | Q4 2022 | Q1 2023 | 2 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 2 |
LAM GROUP, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 2 |
Intrepid Financial Planning Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q3 2023 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Polianta Ltd | 1 | 1 | 0.56% | 0.59% | 0.61% | Q4 2019 | Q1 2021 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Goldfarb Andrew P | 2 | 2 | 9.66% | 10.79% | 11.92% | Q4 2018 | Q1 2019 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2020 | Q3 2020 | 2 |
Bank of New Hampshire | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Sand Hill Global Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 2 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 2 |
ASSOCIATED BANC-CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Carmignac Gestion | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Menard Financial Group LLC | 2 | 2 | 0.27% | 0.37% | 0.46% | Q4 2020 | Q1 2021 | 2 |
NOVARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.18% | 0.21% | 0.23% | Q2 2021 | Q4 2021 | 2 |
EAM Investors, LLC | 1 | 1 | 0.44% | 0.52% | 0.60% | Q4 2017 | Q3 2018 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
American Money Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Gateway Advisory, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2021 | 2 |
Metavasi Capital LP | 1 | 1 | 1.45% | 1.52% | 1.59% | Q4 2021 | Q3 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2020 | Q1 2021 | 2 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 2 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.14% | 0.15% | 0.15% | Q3 2019 | Q4 2020 | 2 |
HAMILTON LANE ADVISORS LLC | 2 | 2 | 7.27% | 9.59% | 11.90% | Q1 2018 | Q2 2018 | 2 |
PointState Capital LP | 1 | 1 | 0.23% | 0.27% | 0.32% | Q3 2018 | Q1 2019 | 2 |
Crestwood Capital Management, L.P. | 2 | 2 | 2.47% | 2.86% | 3.26% | Q3 2018 | Q4 2018 | 2 |
Accomplice Management, LLC | 2 | 2 | 6.86% | 10.47% | 14.08% | Q2 2022 | Q3 2022 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.18% | 0.27% | 0.35% | Q4 2021 | Q1 2022 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.28% | 0.37% | 0.46% | Q2 2020 | Q3 2020 | 2 |
Pacer Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Newbrook Capital Advisors LP | 2 | 2 | 1.48% | 2.84% | 4.19% | Q3 2020 | Q4 2020 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q3 2020 | 2 |
Astrantus Ltd | 2 | 2 | 0.48% | 0.57% | 0.65% | Q4 2021 | Q1 2022 | 2 |
Apriem Advisors | 1 | 1 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q1 2019 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Sculptor Capital LP | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q1 2018 | 2 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 2 |
Elo Mutual Pension Insurance Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ballew Advisors, Inc | 2 | 2 | 0.35% | 0.48% | 0.61% | Q4 2020 | Q1 2021 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q2 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WC Walker & Associates, Inc. | 1 | 1 | 0.13% | 0.13% | 0.14% | Q4 2020 | Q2 2021 | 2 |
Leap Investments LP | 1 | 1 | 0.64% | 0.84% | 1.05% | Q2 2019 | Q1 2020 | 2 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q4 2021 | 2 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.05% | 0.09% | Q3 2019 | Q4 2020 | 2 |
Americana Partners, LLC | 2 | 2 | 0.37% | 0.38% | 0.39% | Q3 2021 | Q4 2021 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Sepio Capital, LP | 2 | 2 | 0.48% | 0.49% | 0.50% | Q3 2019 | Q4 2019 | 2 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.18% | 0.26% | 0.34% | Q4 2019 | Q2 2020 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Legal Advantage Investments, Inc. | 2 | 2 | 0.19% | 0.21% | 0.23% | Q4 2021 | Q1 2022 | 2 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.09% | 0.13% | Q4 2019 | Q2 2021 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.25% | 0.45% | Q4 2020 | Q3 2021 | 2 |
Mason & Associates Inc | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Stanley-Laman Group, Ltd. | 2 | 2 | 0.79% | 0.88% | 0.96% | Q1 2022 | Q2 2022 | 2 |
Interval Partners, LP | 1 | 1 | 0.07% | 0.15% | 0.24% | Q2 2018 | Q3 2022 | 2 |
Mechanics Financial Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Summit Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Otter Creek Advisors, LLC | 1 | 1 | 0.73% | 1.69% | 2.64% | Q4 2019 | Q4 2020 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BOENNING & SCATTERGOOD, INC. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q1 2020 | 2 |
GAMCO INVESTORS, INC. ET AL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2021 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
ADVISORY RESEARCH INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.10% | 0.30% | 0.50% | Q4 2019 | Q1 2020 | 2 |
MUFG Securities EMEA plc | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q4 2022 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q2 2020 | 2 |
ACT CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.64% | 0.85% | 1.05% | Q2 2022 | Q3 2022 | 2 |
Greenvale Capital LLP | 2 | 2 | 6.28% | 7.81% | 9.33% | Q2 2020 | Q3 2020 | 2 |
YOUSIF CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
OAKBROOK INVESTMENTS LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q4 2019 | 2 |
Clearwater Capital Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.53% | 0.61% | 0.69% | Q4 2021 | Q1 2022 | 2 |
AlpInvest Partners B.V. | 2 | 2 | 1.15% | 4.23% | 7.32% | Q1 2018 | Q2 2018 | 2 |
XTX Topco Ltd | 1 | 1 | 0.16% | 0.36% | 0.55% | Q1 2021 | Q4 2021 | 2 |
FNY Managed Accounts LLC | 2 | 2 | 0.17% | 0.47% | 0.78% | Q3 2017 | Q4 2017 | 2 |
Graticule Asia Macro Advisors LLC | 2 | 2 | 0.02% | 2.40% | 4.78% | Q3 2019 | Q4 2019 | 2 |
VICUS CAPITAL | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Annandale Capital, LLC | 2 | 2 | 0.17% | 0.22% | 0.26% | Q1 2022 | Q2 2022 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Garelick Capital Partners, LP | 2 | 2 | 2.59% | 2.86% | 3.14% | Q2 2018 | Q3 2018 | 2 |
Accomplice Associates II, LLC | 2 | 2 | 5.59% | 6.54% | 7.49% | Q4 2021 | Q1 2022 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Sovereign Financial Group, Inc. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2021 | Q2 2021 | 2 |
Garde Capital, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
SHELTON CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Contrarius Investment Management Ltd | 2 | 2 | 0.09% | 1.75% | 3.42% | Q2 2023 | Q3 2023 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.09% | 0.22% | 0.35% | Q3 2020 | Q3 2023 | 2 |
Wealth Architects, LLC | 1 | 1 | 0.26% | 0.36% | 0.46% | Q2 2019 | Q2 2020 | 2 |
Monashee Investment Management LLC | 1 | 1 | 0.43% | 0.64% | 0.85% | Q3 2017 | Q1 2018 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
First PREMIER Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
Brandywine Global Investment Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2018 | 2 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 2 |
RIVER GLOBAL INVESTORS LLP | 2 | 2 | 0.04% | 0.07% | 0.10% | Q1 2023 | Q2 2023 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q4 2021 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 2 |
Harrington Investments, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.08% | 0.10% | 0.13% | Q3 2020 | Q4 2020 | 2 |
Rollins Financial | 2 | 2 | 0.13% | 0.40% | 0.67% | Q2 2023 | Q3 2023 | 2 |
Kuvari Partners LLP | 1 | 1 | 16.78% | 23.51% | 30.25% | Q1 2021 | Q3 2021 | 2 |
Congress Park Capital LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Bollard Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.06% | 0.15% | 0.25% | Q3 2017 | Q2 2019 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
ADAMS STREET PARTNERS LLC | 2 | 2 | 0.04% | 0.19% | 0.34% | Q1 2018 | Q2 2018 | 2 |
Bell Rock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 2 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q2 2018 | 2 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 2 | 2 | 0.19% | 0.22% | 0.24% | Q3 2021 | Q4 2021 | 2 |
QCI ASSET MANAGEMENT INC/NY | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2021 | Q4 2021 | 2 |
NJ State Employees Deferred Compensation Plan | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
L & S Advisors Inc | 1 | 1 | 0.11% | 0.20% | 0.30% | Q3 2018 | Q2 2021 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q2 2021 | 2 |
Chimera Capital Management LLC | 2 | 2 | 0.12% | 0.20% | 0.28% | Q3 2022 | Q4 2022 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q4 2022 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
Machina Capital S.A.S. | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q1 2023 | 2 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 1 | 1 | 0.06% | 0.10% | 0.14% | Q3 2020 | Q1 2021 | 2 |
AGF Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q2 2023 | 2 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
MANAGED ACCOUNT SERVICES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2020 | Q3 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NWK Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HARBOURVEST PARTNERS LLC | 1 | 1 | 7.34% | 7.34% | 7.34% | Q1 2018 | Q1 2018 | 1 |
Bell & Brown Wealth Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ADELL HARRIMAN & CARPENTER INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
LATHROP INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TradeLink Capital LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2019 | Q1 2019 | 1 |
Roberts Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Birch Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
LBP AM SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
S.A. Mason LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 2.43% | 2.43% | 2.43% | Q2 2021 | Q2 2021 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2017 | Q4 2017 | 1 |
Center Lake Capital Management, LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2020 | Q4 2020 | 1 |
SURIENCE PRIVATE WEALTH LLC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q3 2023 | Q3 2023 | 1 |
CV Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Glen Harbor Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Supplemental Annuity Collective Trust of NJ | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Eisler Capital (US) LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Paragon Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Stokes Family Office, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Senvest Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2018 | Q4 2018 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Concourse Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Marotta Asset Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Constitution Capital LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
WASHBURN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
J2 Capital Management Inc | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Friedenthal Financial | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
ADE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Elkfork Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2021 | Q1 2021 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Liontrust Investment Partners LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Whetstone Capital Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2019 | Q2 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 2.69% | 2.69% | 2.69% | Q2 2021 | Q2 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Junson Asset Management (Hong Kong) Ltd | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2022 | Q2 2022 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Anson Funds Management LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2018 | Q1 2018 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
WP Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Corriente Advisors, LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2020 | Q3 2020 | 1 |
Cannell Capital | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2018 | Q4 2018 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2019 | Q4 2019 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2021 | Q1 2021 | 1 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2020 | Q4 2020 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
BERYLSON CAPITAL PARTNERS, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2019 | Q4 2019 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
MANA Advisors LLC | 1 | 1 | 31.18% | 31.18% | 31.18% | Q1 2021 | Q1 2021 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
BOKF, NA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
McClarren Financial Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Integrity Advisory, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
COMMONS CAPITAL, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
Dragoneer Investment Group | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2017 | Q3 2017 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SFE Investment Counsel | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SPRINGS CAPITAL (HONG KONG) Ltd | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2021 | Q4 2021 | 1 |
ASTURIAS CAPITAL LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q4 2019 | Q4 2019 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2020 | Q2 2020 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Neuburgh Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.34% | 2.34% | 2.34% | Q4 2021 | Q4 2021 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MARYLAND CAPITAL ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Resource Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Key Square Capital Management LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q1 2022 | Q1 2022 | 1 |
Miura Global Management | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2021 | Q1 2021 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2021 | Q2 2021 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 2.40% | 2.40% | 2.40% | Q3 2023 | Q3 2023 | 1 |
Emerson Wealth, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2019 | Q1 2019 | 1 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AIA Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Olympiad Research LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Railway Pension Investments Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Bronson Point Management LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2019 | Q3 2019 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SORA INVESTORS LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CYNOSURE ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Warberg Asset Management LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2021 | Q2 2021 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
PEREGRINE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Jessup Wealth Management, Inc | 1 | 1 | 3.10% | 3.10% | 3.10% | Q3 2023 | Q3 2023 | 1 |
3G Capital Partners | 1 | 1 | 2.90% | 2.90% | 2.90% | Q1 2020 | Q1 2020 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q3 2019 | Q3 2019 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
LRT Capital Management, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2021 | Q4 2021 | 1 |
Tenzing Global Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2017 | Q4 2017 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Avalon Global Asset Management LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2023 | Q2 2023 | 1 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Level Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Claret Asset Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 2.46% | 2.46% | 2.46% | Q2 2018 | Q2 2018 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Greenlight Capital | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Titan Capital Management, LLC /TX | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
Nationwide Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
MorganRosel Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sylebra Capital Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
EastBay Asset Management, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q2 2018 | Q2 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2018 | Q3 2018 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Pitti Group Wealth Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q2 2022 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
TIGER GLOBAL MANAGEMENT LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2017 | Q3 2017 | 1 |
CHOREO, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
StoneX Group Inc. | 1 | 1 | 2.74% | 2.74% | 2.74% | Q1 2022 | Q1 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Schneider Downs Wealth Management Advisors, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
Steadfast Capital Management (UK) Ltd. | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2021 | Q3 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
MILLER WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Kavi Asset Management, LP | 1 | 1 | 2.40% | 2.40% | 2.40% | Q2 2018 | Q2 2018 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Tairen Capital Ltd | 1 | 1 | 3.79% | 3.79% | 3.79% | Q3 2020 | Q3 2020 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
UNITED BANK | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Qtron Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
COWEN INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Premier Fund Managers Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Virtus Investment Advisers, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AustralianSuper Pty Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Prism Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2020 | Q2 2020 | 1 |
Timpani Capital Management LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2018 | Q3 2018 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cahill Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IVORY INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sloy Dahl & Holst, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Soviero Asset Management, LP | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2021 | Q4 2021 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2017 | Q3 2017 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cooper Financial Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
ROYCE & ASSOCIATES LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Summit Global Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2018 | Q2 2018 | 1 |
Longitude (Cayman) Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Impala Asset Management LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2019 | Q1 2019 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
INGALLS & SNYDER LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Cherry Creek Investment Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
WT Asset Management Ltd | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2020 | Q1 2020 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
MIK Capital, LP | 1 | 1 | 4.10% | 4.10% | 4.10% | Q2 2020 | Q2 2020 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 1.56% | 1.56% | 1.56% | Q3 2023 | Q3 2023 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2020 | Q4 2020 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SageGuard Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2020 | Q2 2020 | 1 |
Left Brain Wealth Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 2.23% | 2.23% | 2.23% | Q3 2018 | Q3 2018 | 1 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CGC Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Shannon River Fund Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
CIM INVESTMENT MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2019 | Q3 2019 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2017 | Q3 2017 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Perpetual Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
qPULA Trading Management LP | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2021 | Q2 2021 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own ROKU INC or have owned ROKU INC in the past.