Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.04% | 0.14% | Q1 2012 | Q3 2023 | 132 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 126 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 121 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 117 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 114 |
Parallax Volatility Advisers, L.P. | 41 | 41 | 0.00% | 0.05% | 0.37% | Q3 2013 | Q3 2023 | 107 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 107 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 101 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.35% | Q4 2014 | Q3 2023 | 101 |
Citadel Advisors | 34 | 3 | 0.00% | 0.03% | 0.11% | Q1 2014 | Q3 2023 | 94 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.07% | 0.57% | Q4 2015 | Q3 2023 | 93 |
JANE STREET GROUP, LLC | 30 | 3 | 0.00% | 0.07% | 0.59% | Q1 2014 | Q3 2023 | 90 |
HAP Trading, LLC | 37 | 3 | 0.00% | 0.07% | 0.56% | Q3 2013 | Q3 2023 | 81 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.03% | 0.23% | Q1 2013 | Q3 2023 | 80 |
WOLVERINE TRADING, LLC | 12 | 3 | 0.00% | 0.04% | 0.16% | Q2 2016 | Q3 2023 | 78 |
Jefferies Group LLC | 28 | 1 | 0.00% | 0.10% | 1.12% | Q1 2014 | Q3 2022 | 76 |
CAPITAL FUND MANAGEMENT S.A. | 28 | 1 | 0.00% | 0.09% | 0.54% | Q2 2014 | Q3 2023 | 74 |
BNP PARIBAS FINANCIAL MARKETS | 37 | 1 | 0.00% | 0.16% | 0.65% | Q2 2013 | Q3 2023 | 70 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 69 |
MILLENNIUM MANAGEMENT LLC | 19 | 1 | 0.00% | 0.07% | 0.34% | Q4 2013 | Q3 2023 | 69 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 68 |
TWO SIGMA SECURITIES, LLC | 16 | 1 | 0.00% | 0.06% | 0.66% | Q1 2016 | Q3 2023 | 66 |
BALYASNY ASSET MANAGEMENT L.P. | 17 | 2 | 0.00% | 0.10% | 0.60% | Q2 2014 | Q3 2023 | 62 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.03% | 0.24% | Q4 2013 | Q3 2023 | 61 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.03% | 0.09% | 0.25% | Q1 2009 | Q3 2023 | 59 |
PEAK6 Investments LLC | 14 | 6 | 0.00% | 0.05% | 0.20% | Q3 2018 | Q3 2023 | 54 |
Twin Tree Management, LP | 28 | 28 | 0.00% | 0.11% | 0.35% | Q4 2016 | Q3 2023 | 54 |
HSBC HOLDINGS PLC | 45 | 45 | 0.00% | 0.01% | 0.04% | Q3 2012 | Q3 2023 | 54 |
WOLVERINE ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.05% | 0.28% | Q2 2013 | Q3 2023 | 53 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 53 |
NOMURA HOLDINGS INC | 24 | 1 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 52 |
RMB Capital Management, LLC | 32 | 32 | 0.00% | 0.93% | 4.87% | Q4 2015 | Q3 2023 | 47 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 44 |
CIBC WORLD MARKET INC. | 37 | 2 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 44 |
CenterStar Asset Management, LLC | 10 | 10 | 0.00% | 0.13% | 1.02% | Q4 2017 | Q4 2022 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.01% | 0.04% | 0.09% | Q1 2013 | Q3 2023 | 43 |
Sandy Spring Bank | 42 | 42 | 0.08% | 0.27% | 0.59% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.20% | 0.54% | 0.84% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.08% | 0.30% | 0.49% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.10% | 0.41% | 0.84% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.03% | 0.14% | 0.34% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.11% | 0.43% | 1.07% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.11% | 0.36% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.19% | 0.46% | 0.68% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.05% | 0.23% | 0.42% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 41 | 41 | 0.05% | 0.23% | 0.43% | Q3 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 21 | 20 | 0.00% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.04% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Main Management LLC | 38 | 3 | 0.03% | 0.49% | 4.63% | Q2 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 41 | 41 | 0.01% | 0.07% | 0.16% | Q3 2013 | Q3 2023 | 41 |
ROTHSCHILD INVESTMENT LLC /IL | 40 | 40 | 0.05% | 0.14% | 0.36% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.10% | 0.32% | 0.62% | Q4 2013 | Q3 2023 | 40 |
M&T BANK CORP | 25 | 14 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.06% | 0.24% | Q4 2013 | Q3 2023 | 40 |
Carnegie Capital Asset Management, LLC | 40 | 40 | 0.02% | 0.29% | 1.46% | Q4 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 33 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
PROFFITT & GOODSON INC | 39 | 39 | 0.15% | 0.44% | 0.90% | Q1 2014 | Q3 2023 | 39 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2017 | 39 |
SYNOVUS FINANCIAL CORP | 24 | 15 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 29 | 10 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
Tower Research Capital LLC (TRC) | 26 | 1 | 0.00% | 0.11% | 0.99% | Q2 2013 | Q3 2023 | 38 |
PEAK6 Group LLC | 17 | 3 | 0.00% | 0.04% | 0.26% | Q2 2013 | Q2 2018 | 38 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 36 | 1 | 0.02% | 0.19% | 0.32% | Q3 2013 | Q3 2023 | 38 |
CULLEN/FROST BANKERS, INC. | 38 | 38 | 0.00% | 0.08% | 0.27% | Q2 2014 | Q3 2023 | 38 |
MARSHALL WACE, LLP | 12 | 1 | 0.00% | 0.06% | 0.24% | Q1 2014 | Q3 2023 | 38 |
FMR LLC | 23 | 2 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 38 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 28 | 2 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q3 2023 | 37 |
1834 INVESTMENT ADVISORS CO | 37 | 37 | 0.01% | 0.37% | 1.69% | Q2 2013 | Q2 2022 | 37 |
First Personal Financial Services | 36 | 36 | 0.00% | 0.51% | 1.16% | Q4 2014 | Q3 2023 | 36 |
Bollard Group LLC | 35 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.00% | 0.51% | 1.52% | Q4 2014 | Q3 2023 | 36 |
WHITTIER TRUST CO OF NEVADA INC | 34 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 36 |
J.P. Morgan Private Wealth Advisors LLC | 34 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 36 |
FORVIS Wealth Advisors, LLC | 29 | 6 | 0.01% | 0.17% | 0.72% | Q2 2013 | Q1 2022 | 35 |
SCOTIA CAPITAL INC. | 33 | 1 | 0.01% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 35 |
STEPHENS INC /AR/ | 30 | 1 | 0.02% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 35 |
BANK OF NOVA SCOTIA | 19 | 13 | 0.00% | 0.16% | 0.85% | Q3 2015 | Q3 2023 | 34 |
Psagot Value Holdings Ltd. | 34 | 34 | 0.00% | 0.53% | 1.94% | Q2 2013 | Q3 2021 | 34 |
Cetera Advisors LLC | 34 | 34 | 0.01% | 0.23% | 0.59% | Q2 2015 | Q3 2023 | 34 |
FARMERS TRUST CO | 22 | 12 | 0.05% | 0.78% | 1.78% | Q3 2013 | Q1 2023 | 34 |
Stratos Wealth Partners, LTD. | 21 | 1 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 34 |
Advisory Services Network, LLC | 21 | 1 | 0.01% | 0.04% | 0.14% | Q4 2013 | Q3 2023 | 34 |
Centiva Capital, LP | 7 | 1 | 0.00% | 0.16% | 1.62% | Q2 2018 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 33 |
Domani Wealth, LLC | 33 | 33 | 0.08% | 0.24% | 0.77% | Q1 2015 | Q1 2023 | 33 |
SALEM INVESTMENT COUNSELORS INC | 18 | 15 | 0.00% | 0.20% | 0.42% | Q3 2013 | Q3 2023 | 33 |
FARMERS & MERCHANTS INVESTMENTS INC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
BAR HARBOR WEALTH MANAGEMENT | 28 | 5 | 0.02% | 0.07% | 0.10% | Q1 2013 | Q4 2021 | 33 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.01% | 0.11% | Q3 2013 | Q3 2023 | 32 |
BESSEMER GROUP INC | 16 | 1 | 0.00% | 0.10% | 0.56% | Q1 2014 | Q3 2023 | 32 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.08% | 0.39% | Q2 2016 | Q3 2023 | 32 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 32 | 32 | 0.17% | 0.53% | 1.24% | Q4 2015 | Q3 2023 | 32 |
Carroll Financial Associates, Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 31 |
BURNS J W & CO INC/NY | 13 | 9 | 0.04% | 0.14% | 0.32% | Q4 2013 | Q4 2022 | 31 |
Simmons Bank | 31 | 31 | 0.03% | 0.24% | 0.41% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.05% | 0.18% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.05% | 0.27% | Q1 2016 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.01% | 0.18% | 0.40% | Q2 2016 | Q4 2023 | 31 |
FACTORY MUTUAL INSURANCE CO | 25 | 6 | 0.00% | 0.32% | 0.59% | Q2 2013 | Q1 2022 | 31 |
TORONTO DOMINION BANK | 15 | 1 | 0.00% | 0.04% | 0.28% | Q3 2013 | Q3 2023 | 30 |
TRUE Private Wealth Advisors | 30 | 30 | 0.03% | 0.09% | 0.19% | Q4 2015 | Q1 2023 | 30 |
Sigma Planning Corp | 27 | 3 | 0.01% | 0.05% | 0.08% | Q2 2015 | Q2 2023 | 30 |
Interval Partners, LP | 14 | 1 | 0.12% | 0.32% | 0.80% | Q2 2014 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 27 | 2 | 0.01% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 29 |
Consolidated Investment Group LLC | 20 | 9 | 0.29% | 1.33% | 3.04% | Q2 2014 | Q3 2023 | 29 |
Joel Isaacson & Co., LLC | 29 | 29 | 0.04% | 0.10% | 0.15% | Q1 2016 | Q1 2023 | 29 |
MML INVESTORS SERVICES, LLC | 26 | 3 | 0.00% | 0.24% | 1.43% | Q2 2015 | Q3 2023 | 29 |
OPTIMUM INVESTMENT ADVISORS | 25 | 4 | 0.01% | 0.07% | 0.17% | Q2 2014 | Q4 2023 | 29 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.02% | 0.27% | 1.72% | Q3 2014 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 13 | 2 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q4 2021 | 28 |
PARSONS CAPITAL MANAGEMENT INC/RI | 14 | 4 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q2 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.07% | 0.23% | Q4 2016 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Edge Wealth Management LLC | 28 | 28 | 0.02% | 0.32% | 4.46% | Q1 2015 | Q4 2021 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 28 |
Baird Financial Group, Inc. | 17 | 11 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.07% | 0.15% | 0.19% | Q2 2013 | Q1 2020 | 28 |
KCM INVESTMENT ADVISORS LLC | 27 | 27 | 0.02% | 0.09% | 0.19% | Q1 2017 | Q3 2023 | 27 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16 | 11 | 0.02% | 0.33% | 0.72% | Q1 2016 | Q3 2023 | 27 |
Goodman Financial Corp | 27 | 27 | 2.55% | 3.49% | 4.65% | Q1 2017 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Quantitative Investment Management, LLC | 5 | 1 | 0.04% | 0.61% | 2.72% | Q2 2013 | Q3 2023 | 27 |
JOHN G ULLMAN & ASSOCIATES INC | 12 | 1 | 0.04% | 0.13% | 0.56% | Q4 2014 | Q4 2022 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 27 |
MYCIO WEALTH PARTNERS, LLC | 27 | 27 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q4 2019 | 27 |
ALLIANCEBERNSTEIN L.P. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 27 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 27 | 27 | 0.11% | 0.64% | 1.89% | Q3 2013 | Q1 2020 | 27 |
Plante Moran Financial Advisors, LLC | 24 | 1 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2019 | 27 |
CAPTRUST FINANCIAL ADVISORS | 25 | 2 | 0.00% | 0.06% | 0.66% | Q4 2015 | Q3 2023 | 27 |
IHT Wealth Management, LLC | 27 | 27 | 0.00% | 0.12% | 0.38% | Q1 2017 | Q3 2023 | 27 |
Raab & Moskowitz Asset Management LLC | 22 | 4 | 0.07% | 0.22% | 0.39% | Q3 2014 | Q4 2021 | 26 |
BOOTHBAY FUND MANAGEMENT, LLC | 7 | 1 | 0.02% | 0.22% | 0.62% | Q4 2015 | Q3 2023 | 26 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 24 | 2 | 0.00% | 0.07% | 0.65% | Q4 2015 | Q2 2022 | 26 |
Baker Avenue Asset Management, LP | 13 | 1 | 0.00% | 0.21% | 1.21% | Q2 2013 | Q3 2023 | 26 |
Patriot Financial Group Insurance Agency, LLC | 25 | 25 | 0.00% | 0.05% | 0.09% | Q4 2016 | Q4 2022 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.01% | 0.25% | 0.98% | Q2 2013 | Q2 2019 | 25 |
Transamerica Financial Advisors, Inc. | 8 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 25 |
Institute for Wealth Management, LLC. | 24 | 24 | 0.01% | 0.15% | 0.41% | Q4 2017 | Q3 2023 | 25 |
BALDWIN BROTHERS LLC/MA | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2023 | 25 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 14 | 11 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 25 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 25 | 25 | 0.10% | 0.17% | 0.26% | Q1 2017 | Q1 2023 | 25 |
Versant Capital Management, Inc | 24 | 24 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2023 | 24 |
AT Bancorp | 24 | 24 | 0.06% | 0.15% | 0.32% | Q2 2013 | Q1 2019 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.03% | 0.07% | 0.18% | Q4 2017 | Q3 2023 | 24 |
PRELUDE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.07% | 0.62% | Q4 2016 | Q1 2023 | 24 |
GAM Holding AG | 23 | 1 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q4 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
GENDELL JEFFREY L | 16 | 1 | 0.08% | 2.29% | 7.78% | Q3 2014 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Cribstone Capital Management, LLC | 24 | 24 | 0.01% | 0.72% | 1.17% | Q1 2017 | Q4 2022 | 24 |
Paloma Partners Management Co | 5 | 1 | 0.01% | 0.10% | 0.68% | Q2 2015 | Q1 2023 | 24 |
Providence First Trust Co | 13 | 11 | 0.20% | 0.60% | 1.30% | Q2 2017 | Q2 2023 | 24 |
AE Wealth Management LLC | 14 | 1 | 0.00% | 0.03% | 0.13% | Q1 2017 | Q3 2023 | 24 |
Abbot Financial Management, Inc. | 24 | 24 | 0.38% | 0.57% | 0.78% | Q2 2017 | Q1 2023 | 24 |
BB&T SECURITIES, LLC | 13 | 11 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2019 | 24 |
Eldridge Investment Advisors, Inc. | 24 | 24 | 0.08% | 0.69% | 2.87% | Q4 2017 | Q3 2023 | 24 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.07% | 0.16% | Q1 2017 | Q3 2023 | 24 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.10% | 0.35% | 0.86% | Q4 2017 | Q2 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.09% | 0.38% | Q1 2018 | Q3 2023 | 23 |
Sowell Financial Services LLC | 10 | 2 | 0.02% | 0.24% | 0.97% | Q4 2016 | Q2 2023 | 23 |
CHARTIST INC /CA/ | 12 | 11 | 0.48% | 2.01% | 6.21% | Q2 2013 | Q1 2019 | 23 |
Crescent Grove Advisors, LLC | 23 | 23 | 0.06% | 0.15% | 0.47% | Q1 2018 | Q3 2023 | 23 |
First Horizon Advisors, Inc. | 11 | 1 | 0.00% | 0.01% | 0.05% | Q1 2013 | Q3 2021 | 23 |
Pinnacle Advisory Group, Inc. | 17 | 6 | 0.03% | 0.62% | 3.17% | Q3 2013 | Q1 2021 | 23 |
ASSOCIATED BANC-CORP | 23 | 23 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2018 | 23 |
VICUS CAPITAL | 20 | 3 | 0.02% | 0.32% | 1.23% | Q3 2015 | Q3 2022 | 23 |
BREMER TRUST NATIONAL ASSOCIATION | 23 | 23 | 0.21% | 0.71% | 1.15% | Q2 2013 | Q4 2018 | 23 |
Harel Insurance Investments & Financial Services Ltd. | 13 | 1 | 0.00% | 0.22% | 1.45% | Q4 2015 | Q3 2023 | 23 |
Ledyard National Bank | 23 | 23 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2018 | 23 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.05% | 0.31% | Q3 2019 | Q3 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 22 | 22 | 0.01% | 0.08% | 0.51% | Q4 2017 | Q1 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 22 |
Voya Financial Advisors, Inc. | 17 | 1 | 0.01% | 0.15% | 1.14% | Q1 2015 | Q1 2021 | 22 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 22 | 22 | 0.25% | 0.61% | 0.92% | Q2 2013 | Q3 2018 | 22 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 22 | 22 | 0.09% | 0.94% | 2.88% | Q2 2013 | Q3 2018 | 22 |
BSW Wealth Partners | 13 | 9 | 0.06% | 0.09% | 0.13% | Q4 2016 | Q4 2022 | 22 |
United Asset Strategies, Inc. | 10 | 4 | 0.10% | 0.97% | 2.66% | Q3 2015 | Q1 2023 | 22 |
Valeo Financial Advisors, LLC | 15 | 2 | 0.01% | 0.02% | 0.07% | Q3 2017 | Q3 2023 | 22 |
CSS LLC/IL | 11 | 2 | 0.01% | 0.29% | 1.97% | Q3 2016 | Q1 2023 | 22 |
B. Riley Wealth Advisors, Inc. | 10 | 1 | 0.00% | 0.06% | 0.19% | Q1 2014 | Q4 2022 | 21 |
Lido Advisors, LLC | 9 | 1 | 0.00% | 0.06% | 0.34% | Q3 2016 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Winslow, Evans & Crocker, Inc. | 16 | 1 | 0.00% | 0.04% | 0.14% | Q4 2013 | Q4 2020 | 21 |
Belpointe Asset Management LLC | 17 | 2 | 0.02% | 0.05% | 0.13% | Q3 2017 | Q2 2023 | 21 |
Employees Retirement System of Texas | 20 | 1 | 0.01% | 0.07% | 0.13% | Q4 2016 | Q2 2022 | 21 |
INTEGRAL DERIVATIVES, LLC | 10 | 1 | 0.00% | 0.05% | 0.12% | Q1 2014 | Q1 2018 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 21 |
Varma Mutual Pension Insurance Co | 18 | 3 | 0.12% | 2.20% | 9.72% | Q4 2017 | Q3 2023 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.15% | 0.21% | 0.34% | Q1 2015 | Q2 2020 | 21 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.04% | 0.07% | Q3 2014 | Q3 2023 | 21 |
ProVise Management Group, LLC | 13 | 3 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q4 2022 | 21 |
Laurion Capital Management LP | 11 | 1 | 0.00% | 0.06% | 0.22% | Q1 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Kovack Advisors, Inc. | 10 | 1 | 0.02% | 0.10% | 0.22% | Q4 2015 | Q3 2023 | 20 |
Gerber Kawasaki Wealth & Investment Management | 18 | 1 | 0.02% | 1.90% | 4.64% | Q4 2015 | Q1 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.09% | Q4 2017 | Q3 2022 | 20 |
KMG FIDUCIARY PARTNERS, LLC | 20 | 20 | 0.03% | 0.15% | 0.32% | Q4 2018 | Q3 2023 | 20 |
RPg Family Wealth Advisory, LLC | 16 | 4 | 0.01% | 0.03% | 0.11% | Q1 2017 | Q1 2022 | 20 |
SUNTRUST BANKS INC | 13 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 20 |
LUCAS CAPITAL MANAGEMENT | 20 | 20 | 0.07% | 1.06% | 2.20% | Q4 2013 | Q3 2018 | 20 |
BANK HAPOALIM BM | 12 | 1 | 0.05% | 0.56% | 1.82% | Q1 2014 | Q2 2023 | 20 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.02% | 0.18% | Q1 2017 | Q3 2023 | 20 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.01% | 0.68% | 1.82% | Q4 2019 | Q3 2023 | 20 |
EP Wealth Advisors, LLC | 10 | 4 | 0.01% | 0.33% | 0.92% | Q1 2018 | Q3 2023 | 20 |
Arete Wealth Advisors, LLC | 15 | 1 | 0.04% | 0.44% | 1.71% | Q4 2013 | Q2 2023 | 20 |
Formidable Asset Management, LLC | 14 | 3 | 0.05% | 0.09% | 0.27% | Q1 2017 | Q3 2023 | 20 |
Dana Investment Advisors, Inc. | 10 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q4 2022 | 20 |
Hefren-Tillotson, Inc. | 20 | 20 | 0.13% | 20.25% | 55.67% | Q3 2013 | Q2 2018 | 20 |
Keystone Financial Group | 18 | 2 | 0.08% | 0.13% | 0.23% | Q3 2018 | Q3 2023 | 20 |
Foothills Asset Management, Ltd. | 14 | 2 | 1.10% | 1.98% | 2.30% | Q4 2013 | Q1 2020 | 19 |
Cambridge Advisors Inc. | 13 | 6 | 0.06% | 0.19% | 0.41% | Q2 2017 | Q1 2022 | 19 |
JFS WEALTH ADVISORS, LLC | 16 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.81% | 1.59% | 2.66% | Q1 2019 | Q3 2023 | 19 |
OneDigital Investment Advisors LLC | 19 | 19 | 0.01% | 0.04% | 0.17% | Q4 2018 | Q2 2023 | 19 |
SIGNATUREFD, LLC | 11 | 3 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q3 2023 | 19 |
First Allied Advisory Services, Inc. | 10 | 2 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2019 | 19 |
Ancora Advisors LLC | 15 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.07% | 0.16% | 0.25% | Q1 2019 | Q3 2023 | 19 |
Anchor Investment Management, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 19 |
BlackRock Inc. | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 19 |
CLEAR STREET MARKETS LLC | 12 | 1 | 0.00% | 0.12% | 0.56% | Q3 2015 | Q2 2023 | 19 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.05% | 0.46% | Q1 2015 | Q3 2019 | 19 |
Blackstone Inc. | 14 | 1 | 0.01% | 0.42% | 2.50% | Q2 2013 | Q2 2020 | 19 |
AVIANCE CAPITAL MANAGEMENT, LLC | 12 | 2 | 0.02% | 1.14% | 3.20% | Q2 2013 | Q1 2019 | 18 |
Timber Hill LLC | 8 | 1 | 0.00% | 0.34% | 1.37% | Q3 2013 | Q1 2020 | 18 |
IFC Holdings Incorporated/FL | 18 | 18 | 0.05% | 0.15% | 0.34% | Q3 2013 | Q4 2017 | 18 |
Sonora Investment Management, LLC | 13 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2021 | 18 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 7 | 0.01% | 0.05% | 0.15% | Q1 2018 | Q2 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.04% | 0.51% | Q4 2018 | Q3 2023 | 18 |
Mariner, LLC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 18 |
Capital Analysts, LLC | 6 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.02% | 0.07% | 0.17% | Q4 2017 | Q1 2022 | 18 |
CYPRESS ASSET MANAGEMENT INC/TX | 17 | 1 | 0.04% | 0.29% | 1.46% | Q3 2013 | Q1 2018 | 18 |
NewEdge Advisors, LLC | 7 | 5 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 18 |
NATIXIS | 11 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q4 2021 | 18 |
KG&L Capital Management,LLC | 14 | 3 | 0.00% | 0.28% | 0.55% | Q4 2018 | Q3 2023 | 18 |
Moors & Cabot, Inc. | 8 | 1 | 0.01% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 18 |
Montecito Bank & Trust | 17 | 17 | 0.09% | 0.18% | 0.68% | Q4 2015 | Q4 2019 | 17 |
Cerity Partners LLC | 12 | 1 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 17 |
WEDBUSH SECURITIES INC | 11 | 1 | 0.01% | 0.05% | 0.12% | Q3 2015 | Q2 2021 | 17 |
BROWN BROTHERS HARRIMAN & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 17 |
MENDON CAPITAL ADVISORS CORP | 16 | 16 | 0.76% | 2.39% | 5.64% | Q1 2016 | Q4 2019 | 17 |
Regal Investment Advisors LLC | 7 | 3 | 0.00% | 0.05% | 0.34% | Q2 2013 | Q4 2022 | 17 |
Atom Investors LP | 16 | 1 | 0.12% | 2.04% | 6.30% | Q1 2019 | Q3 2023 | 17 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 1 | 0.03% | 0.28% | 0.82% | Q1 2014 | Q3 2022 | 17 |
Krilogy Financial LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q1 2023 | 17 |
Essex Financial Services, Inc. | 9 | 1 | 0.03% | 0.06% | 0.11% | Q3 2015 | Q1 2023 | 17 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 16 | 1 | 0.05% | 0.85% | 1.36% | Q2 2013 | Q4 2017 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 8 | 0.00% | 0.10% | 0.25% | Q4 2016 | Q3 2023 | 17 |
Country Club Trust Company, n.a. | 8 | 4 | 0.02% | 0.11% | 0.97% | Q4 2014 | Q4 2021 | 17 |
NOMURA ASSET MANAGEMENT CO LTD | 6 | 3 | 0.00% | 0.03% | 0.09% | Q4 2017 | Q1 2023 | 17 |
CARLSON CAPITAL L P | 5 | 1 | 0.03% | 0.38% | 1.32% | Q2 2014 | Q4 2022 | 17 |
Faithward Advisors, LLC | 17 | 17 | 0.03% | 0.12% | 0.26% | Q3 2019 | Q3 2023 | 17 |
TOMPKINS FINANCIAL CORP | 10 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Farmers & Merchants Trust Co of Chambersburg PA | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 16 |
NORTHERN TRUST CORP | 6 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 16 |
Cavalier Investments, LLC | 11 | 1 | 0.11% | 1.12% | 2.47% | Q3 2017 | Q1 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
MGO ONE SEVEN LLC | 7 | 1 | 0.01% | 0.11% | 0.40% | Q1 2018 | Q3 2023 | 16 |
Truvestments Capital LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2023 | 16 |
Advisors Preferred, LLC | 4 | 1 | 0.00% | 2.82% | 9.96% | Q4 2013 | Q4 2021 | 16 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.00% | 0.07% | 0.37% | Q2 2016 | Q3 2023 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.17% | 0.26% | 0.37% | Q4 2019 | Q3 2023 | 16 |
FIRST TRUST ADVISORS LP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2017 | 16 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.03% | Q4 2016 | Q4 2023 | 16 |
Patten Group, Inc. | 15 | 1 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q4 2018 | 16 |
Fusion Capital, LLC | 16 | 16 | 0.12% | 0.24% | 0.53% | Q4 2019 | Q3 2023 | 16 |
MALTESE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.44% | 3.53% | Q3 2015 | Q2 2023 | 16 |
Wealthspire Advisors, L.P. | 14 | 2 | 0.01% | 0.01% | 0.04% | Q4 2015 | Q3 2020 | 16 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 16 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 11 | 1 | 0.02% | 0.84% | 1.70% | Q2 2013 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Glassman Wealth Services | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 16 |
NEW YORK STATE COMMON RETIREMENT FUND | 11 | 2 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2023 | 16 |
Independence Bank of Kentucky | 15 | 15 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q2 2021 | 15 |
Clear Perspective Advisors, LLC | 13 | 2 | 0.09% | 0.48% | 0.85% | Q4 2016 | Q4 2021 | 15 |
HOLLENCREST CAPITAL MANAGEMENT | 6 | 2 | 0.00% | 0.15% | 1.41% | Q4 2013 | Q3 2023 | 15 |
Financial Sense Advisors, Inc. | 12 | 1 | 0.11% | 0.29% | 0.78% | Q2 2013 | Q3 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
WELLINGTON MANAGEMENT GROUP LLP | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 15 |
RAY GERALD L & ASSOCIATES LTD | 15 | 15 | 0.05% | 0.13% | 0.21% | Q1 2014 | Q3 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.07% | 0.23% | Q2 2016 | Q4 2019 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2018 | 15 |
Vectors Research Management, LLC | 15 | 15 | 0.08% | 1.28% | 2.28% | Q1 2020 | Q3 2023 | 15 |
BECK CAPITAL MANAGEMENT, LLC | 8 | 7 | 0.21% | 1.58% | 2.72% | Q4 2013 | Q3 2018 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.05% | 0.16% | 0.41% | Q2 2013 | Q4 2016 | 15 |
Equitable Holdings, Inc. | 12 | 3 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 15 |
CHATHAM CAPITAL GROUP, INC. | 15 | 15 | 1.22% | 1.62% | 2.21% | Q2 2013 | Q4 2016 | 15 |
Investors Research Corp | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Wealthcare Advisory Partners LLC | 13 | 1 | 0.00% | 0.02% | 0.20% | Q1 2017 | Q1 2023 | 15 |
DEERE & CO | 14 | 14 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q3 2016 | 14 |
Marketfield Asset Management LLC | 11 | 3 | 1.50% | 4.04% | 5.28% | Q2 2013 | Q4 2018 | 14 |
Williams Jones Wealth Management, LLC. | 11 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q2 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 12 | 2 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q1 2022 | 14 |
HBK INVESTMENTS L P | 10 | 1 | 0.00% | 0.17% | 0.32% | Q3 2015 | Q2 2023 | 14 |
Edgestream Partners, L.P. | 5 | 1 | 0.02% | 0.14% | 0.54% | Q4 2016 | Q2 2023 | 14 |
Waldron Private Wealth LLC | 11 | 1 | 0.04% | 0.08% | 0.10% | Q4 2015 | Q2 2023 | 14 |
Venture Visionary Partners LLC | 11 | 3 | 0.01% | 0.12% | 0.56% | Q4 2019 | Q3 2023 | 14 |
Integrated Wealth Concepts LLC | 11 | 3 | 0.01% | 0.05% | 0.16% | Q2 2019 | Q3 2023 | 14 |
Alpine Global Management, LLC | 3 | 1 | 0.06% | 0.87% | 7.32% | Q3 2014 | Q1 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
WealthBridge Capital Management, LLC | 9 | 5 | 0.10% | 0.44% | 1.15% | Q4 2018 | Q1 2023 | 14 |
Phocas Financial Corp. | 12 | 1 | 0.01% | 0.08% | 0.13% | Q4 2018 | Q4 2022 | 14 |
10-15 ASSOCIATES, INC. | 9 | 1 | 0.06% | 0.20% | 0.32% | Q2 2013 | Q2 2017 | 14 |
Allworth Financial LP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.00% | 0.05% | 0.13% | Q1 2017 | Q3 2023 | 14 |
XPONANCE, INC. | 6 | 4 | 1.18% | 3.48% | 12.10% | Q4 2013 | Q3 2017 | 14 |
Mutual Advisors, LLC | 14 | 14 | 0.02% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 14 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.08% | 0.63% | 1.85% | Q2 2013 | Q2 2023 | 14 |
Global Trust Asset Management, LLC | 12 | 2 | 0.01% | 0.17% | 0.41% | Q2 2018 | Q3 2023 | 14 |
Windsor Creek Advisors, LLC | 13 | 13 | 0.10% | 0.18% | 0.32% | Q4 2018 | Q4 2021 | 14 |
Ruggie Capital Group | 14 | 14 | 0.05% | 0.13% | 0.26% | Q1 2016 | Q2 2019 | 14 |
Brinker Capital Investments, LLC | 9 | 5 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q4 2022 | 14 |
CANADA PENSION PLAN INVESTMENT BOARD | 10 | 4 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 14 |
Karp Capital Management Corp | 5 | 1 | 0.02% | 1.52% | 2.64% | Q2 2015 | Q2 2021 | 14 |
BDO Wealth Advisors, LLC | 10 | 4 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q2 2023 | 14 |
HCR Wealth Advisors | 9 | 5 | 0.01% | 0.46% | 1.01% | Q4 2016 | Q4 2020 | 14 |
Winch Advisory Services, LLC | 6 | 1 | 0.00% | 0.26% | 2.93% | Q2 2015 | Q3 2023 | 14 |
Oakworth Capital, Inc. | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q3 2019 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Clear Creek Financial Management, LLC | 7 | 1 | 0.04% | 0.28% | 2.80% | Q2 2019 | Q3 2023 | 14 |
Koshinski Asset Management, Inc. | 12 | 2 | 0.03% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 14 |
ALTFEST L J & CO INC | 8 | 6 | 0.06% | 0.35% | 1.14% | Q3 2017 | Q4 2021 | 14 |
HOWLAND CAPITAL MANAGEMENT LLC | 14 | 14 | 0.02% | 0.05% | 0.10% | Q2 2017 | Q3 2020 | 14 |
CX Institutional | 14 | 14 | 0.03% | 0.17% | 0.58% | Q2 2020 | Q3 2023 | 14 |
WealthOne, LLC | 9 | 5 | 0.10% | 0.18% | 0.38% | Q4 2018 | Q4 2022 | 14 |
Neuberger Berman Group LLC | 13 | 1 | 0.00% | 0.02% | 0.15% | Q4 2016 | Q3 2023 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 13 |
Laurel Wealth Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
RDA Financial Network | 9 | 4 | 0.09% | 0.13% | 0.20% | Q1 2019 | Q4 2022 | 13 |
Ionic Capital Management LLC | 4 | 3 | 0.03% | 0.29% | 0.90% | Q1 2015 | Q3 2023 | 13 |
TD ASSET MANAGEMENT INC | 4 | 2 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q4 2021 | 13 |
Deer Park Road Corp | 5 | 1 | 0.21% | 2.66% | 6.11% | Q4 2018 | Q1 2023 | 13 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.27% | 1.31% | 3.77% | Q4 2013 | Q3 2023 | 13 |
Lumbard & Kellner, LLC | 13 | 13 | 0.15% | 0.20% | 0.24% | Q4 2016 | Q4 2019 | 13 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 13 | 13 | 0.09% | 0.53% | 0.78% | Q2 2020 | Q2 2023 | 13 |
Community Bank, N.A. | 13 | 13 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2020 | 13 |
TWO SIGMA ADVISERS, LP | 5 | 1 | 0.01% | 0.04% | 0.11% | Q4 2014 | Q3 2023 | 13 |
Bison Wealth, LLC | 11 | 2 | 0.01% | 0.06% | 0.27% | Q2 2018 | Q2 2022 | 13 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.00% | 0.24% | 1.57% | Q1 2021 | Q3 2023 | 13 |
TRAIN BABCOCK ADVISORS LLC | 13 | 13 | 0.08% | 0.09% | 0.14% | Q4 2013 | Q4 2016 | 13 |
Bogart Wealth, LLC | 9 | 1 | 0.00% | 0.12% | 0.87% | Q1 2018 | Q3 2023 | 13 |
OLD SECOND NATIONAL BANK OF AURORA | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q3 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
RWA WEALTH PARTNERS, LLC | 12 | 1 | 0.01% | 0.10% | 0.16% | Q1 2017 | Q3 2023 | 13 |
Capula Management Ltd | 4 | 1 | 0.02% | 0.39% | 2.39% | Q4 2021 | Q1 2023 | 13 |
HRT FINANCIAL LP | 4 | 1 | 0.02% | 0.39% | 2.22% | Q2 2015 | Q4 2022 | 13 |
FAGAN ASSOCIATES, INC. | 13 | 13 | 0.41% | 0.71% | 0.94% | Q4 2016 | Q4 2019 | 13 |
Braver Wealth Management, LLC | 12 | 1 | 0.10% | 0.23% | 1.08% | Q3 2013 | Q4 2016 | 13 |
WEBSTER BANK, N. A. | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 13 |
Bank of New York Mellon Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 13 |
AlphaMark Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 13 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 9 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 13 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.07% | 0.22% | Q2 2014 | Q2 2023 | 13 |
MEITAV INVESTMENT HOUSE LTD | 5 | 1 | 0.00% | 0.62% | 2.19% | Q4 2017 | Q2 2023 | 13 |
CIBC Private Wealth Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 13 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 11 | 1 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q4 2020 | 13 |
Virtu Financial LLC | 5 | 1 | 0.04% | 0.16% | 0.28% | Q2 2014 | Q3 2019 | 13 |
Richard C. Young & CO., LTD. | 13 | 13 | 1.07% | 1.60% | 5.54% | Q1 2014 | Q1 2017 | 13 |
Oliver Luxxe Assets LLC | 13 | 13 | 0.14% | 0.15% | 0.17% | Q4 2016 | Q4 2019 | 13 |
ROCKEFELLER FINANCIAL SERVICES INC | 13 | 13 | 0.11% | 0.22% | 0.35% | Q4 2014 | Q4 2017 | 13 |
LeJeune Puetz Investment Counsel LLC | 13 | 13 | 0.07% | 0.11% | 0.15% | Q4 2016 | Q4 2019 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.10% | 0.14% | 0.25% | Q4 2016 | Q4 2019 | 13 |
Independent Advisor Alliance | 11 | 1 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 13 |
Proficio Capital Partners LLC | 13 | 13 | 0.04% | 0.16% | 0.38% | Q4 2015 | Q4 2018 | 13 |
Greenwich Wealth Management LLC | 8 | 4 | 0.02% | 0.05% | 0.07% | Q3 2017 | Q1 2022 | 12 |
JAMES INVESTMENT RESEARCH INC | 12 | 12 | 0.11% | 0.20% | 0.36% | Q4 2020 | Q3 2023 | 12 |
SONATA CAPITAL GROUP INC | 8 | 1 | 0.11% | 0.25% | 0.37% | Q1 2018 | Q4 2022 | 12 |
TIVERTON ASSET MANAGEMENT LLC | 12 | 12 | 0.07% | 0.39% | 0.70% | Q2 2015 | Q1 2018 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Wellington Shields Capital Management, LLC | 10 | 1 | 0.04% | 0.10% | 0.18% | Q4 2015 | Q1 2022 | 12 |
BFSG, LLC | 12 | 12 | 0.15% | 0.77% | 1.26% | Q1 2017 | Q4 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Fiera Capital Corp | 11 | 1 | 0.01% | 0.06% | 0.12% | Q4 2013 | Q2 2019 | 12 |
QCM Cayman, Ltd. | 6 | 1 | 0.05% | 0.62% | 2.73% | Q2 2013 | Q2 2023 | 12 |
TOTH FINANCIAL ADVISORY CORP | 11 | 11 | 0.00% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 12 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 12 | 12 | 0.04% | 0.13% | 0.19% | Q1 2020 | Q4 2022 | 12 |
Game Plan Financial Advisors, LLC | 10 | 2 | 0.99% | 1.91% | 2.91% | Q4 2019 | Q4 2022 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 12 | 0.00% | 0.90% | 2.80% | Q1 2019 | Q4 2021 | 12 |
Retirement Group, LLC | 12 | 12 | 0.00% | 0.20% | 2.39% | Q4 2020 | Q3 2023 | 12 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.33% | 0.62% | 1.06% | Q1 2017 | Q3 2023 | 12 |
HNP Capital LLC | 12 | 12 | 0.66% | 1.39% | 2.13% | Q2 2020 | Q1 2023 | 12 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.03% | 0.10% | Q2 2017 | Q3 2023 | 12 |
Cypress Capital Management LLC (WY) | 6 | 1 | 0.02% | 0.92% | 2.76% | Q4 2017 | Q4 2021 | 12 |
COWEN AND COMPANY, LLC | 5 | 1 | 0.00% | 0.13% | 0.74% | Q3 2019 | Q1 2023 | 12 |
Visionary Asset Management, Inc. | 12 | 12 | 0.12% | 0.23% | 0.31% | Q4 2015 | Q3 2018 | 12 |
Rosenthal {-} Henry Capital Advisors, Inc. | 9 | 1 | 0.19% | 0.80% | 1.17% | Q2 2017 | Q4 2020 | 12 |
55I, LLC | 11 | 1 | 0.01% | 0.11% | 0.92% | Q1 2019 | Q3 2022 | 12 |
LOEB PARTNERS CORP | 8 | 1 | 0.06% | 0.72% | 2.23% | Q4 2013 | Q1 2019 | 12 |
Waratah Capital Advisors Ltd. | 3 | 1 | 0.03% | 0.26% | 0.70% | Q2 2013 | Q3 2023 | 12 |
D. E. Shaw & Co., Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2023 | 12 |
SOA Wealth Advisors, LLC. | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
CAPITAL INSIGHT PARTNERS, LLC | 11 | 11 | 0.25% | 0.43% | 0.59% | Q2 2020 | Q4 2022 | 11 |
FRANKLIN RESOURCES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
BENJAMIN EDWARDS INC | 11 | 11 | 0.00% | 0.05% | 0.09% | Q1 2020 | Q3 2022 | 11 |
Phoenix Holdings Ltd. | 11 | 11 | 0.06% | 0.97% | 3.10% | Q2 2020 | Q4 2022 | 11 |
DIVIDEND ASSETS CAPITAL, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HighMark Wealth Management LLC | 11 | 11 | 0.02% | 0.12% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Occidental Asset Management, LLC | 11 | 11 | 0.76% | 1.01% | 1.19% | Q4 2016 | Q2 2019 | 11 |
SANDLER CAPITAL MANAGEMENT | 3 | 1 | 0.03% | 0.88% | 1.55% | Q2 2013 | Q2 2019 | 11 |
Kore Private Wealth LLC | 7 | 4 | 0.00% | 0.49% | 1.28% | Q4 2018 | Q3 2022 | 11 |
K.J. Harrison & Partners Inc | 6 | 1 | 0.13% | 0.89% | 1.32% | Q2 2015 | Q1 2022 | 11 |
Intrua Financial, LLC | 11 | 11 | 0.05% | 0.65% | 2.80% | Q3 2020 | Q1 2023 | 11 |
Biltmore Family Office, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 11 |
StrategIQ Financial Group, LLC | 6 | 1 | 0.02% | 0.07% | 0.10% | Q2 2017 | Q1 2023 | 11 |
Center for Financial Planning, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.00% | 0.07% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Loveless Wealth Management LLC | 11 | 11 | 0.52% | 0.65% | 0.87% | Q4 2019 | Q2 2022 | 11 |
Lindbrook Capital, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Leucadia National | 4 | 4 | 0.01% | 0.04% | 0.15% | Q4 2022 | Q3 2023 | 11 |
MAI Capital Management | 6 | 5 | 0.00% | 0.07% | 0.18% | Q4 2014 | Q3 2023 | 11 |
IPG Investment Advisors LLC | 6 | 5 | 0.06% | 0.18% | 0.48% | Q4 2017 | Q1 2023 | 11 |
Quantbot Technologies LP | 5 | 1 | 0.01% | 0.08% | 0.15% | Q3 2019 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.07% | 0.12% | 0.21% | Q1 2014 | Q1 2017 | 11 |
BANQUE PICTET & CIE SA | 7 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 11 |
Compagnie Lombard Odier SCmA | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2022 | 11 |
Westside Investment Management, Inc. | 6 | 1 | 0.00% | 0.46% | 0.90% | Q1 2017 | Q3 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
CAPSTONE INVESTMENT ADVISORS, LLC | 10 | 1 | 0.01% | 0.06% | 0.13% | Q4 2018 | Q3 2023 | 11 |
Barrett Asset Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
ISLAY CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Advisors Capital Management, LLC | 6 | 2 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 11 |
BROWN ADVISORY INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 11 |
BRASADA CAPITAL MANAGEMENT, LP | 6 | 5 | 0.01% | 0.13% | 0.28% | Q1 2018 | Q1 2022 | 11 |
Parkside Financial Bank & Trust | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Virtu KCG Holdings LLC | 4 | 2 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q1 2017 | 11 |
Peachtree Investment Advisors, Inc. | 11 | 11 | 1.34% | 1.73% | 2.00% | Q2 2016 | Q4 2018 | 11 |
GenTrust, LLC | 11 | 11 | 0.04% | 0.90% | 1.78% | Q4 2020 | Q2 2023 | 11 |
Bayesian Capital Management, LP | 4 | 1 | 0.05% | 0.17% | 0.54% | Q2 2016 | Q3 2023 | 11 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 8 | 1 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 11 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 11 |
Legend Financial Advisors, Inc. | 11 | 11 | 0.01% | 2.87% | 6.97% | Q1 2021 | Q3 2023 | 11 |
Tarbox Family Office, Inc. | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q3 2019 | 11 |
Kingfisher Capital LLC | 9 | 2 | 0.41% | 1.87% | 4.11% | Q3 2014 | Q4 2018 | 11 |
ELLIOTT MANAGEMENT CORP | 4 | 3 | 0.15% | 0.76% | 2.33% | Q2 2014 | Q2 2018 | 11 |
SeaBridge Investment Advisors LLC | 11 | 11 | 0.86% | 1.20% | 1.30% | Q4 2016 | Q2 2019 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
J.W. COLE ADVISORS, INC. | 8 | 2 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 7 | 1 | 0.03% | 0.08% | 0.13% | Q4 2017 | Q3 2022 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.20% | 0.31% | 0.48% | Q1 2021 | Q3 2023 | 10 |
Pettinga Financial Advisors LLC | 5 | 5 | 0.08% | 0.12% | 0.22% | Q4 2018 | Q4 2021 | 10 |
Algebris Investments (UK) LLP | 3 | 1 | 0.35% | 1.34% | 3.82% | Q3 2014 | Q1 2017 | 10 |
Bluefin Trading, LLC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q2 2020 | 10 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.13% | 0.54% | 2.65% | Q4 2013 | Q1 2023 | 10 |
Certified Advisory Corp | 10 | 10 | 0.03% | 0.14% | 0.30% | Q4 2017 | Q1 2020 | 10 |
Axiom Investment Management LLC | 5 | 1 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q3 2022 | 10 |
QVR LLC | 7 | 7 | 0.10% | 0.28% | 0.64% | Q2 2018 | Q4 2019 | 10 |
NVWM, LLC | 5 | 1 | 0.00% | 0.21% | 0.57% | Q4 2017 | Q4 2022 | 10 |
Ameraudi Asset Management, Inc. | 10 | 10 | 0.11% | 1.31% | 1.87% | Q4 2020 | Q1 2023 | 10 |
NWAM LLC | 4 | 1 | 0.18% | 0.35% | 0.51% | Q1 2014 | Q4 2021 | 10 |
Pinnacle Bancorp, Inc. | 10 | 10 | 0.08% | 0.13% | 0.15% | Q3 2020 | Q4 2022 | 10 |
Snowden Capital Advisors LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 10 |
Fieldpoint Private Securities, LLC | 10 | 10 | 0.04% | 0.27% | 0.66% | Q3 2017 | Q4 2019 | 10 |
King Wealth Management Group | 10 | 10 | 0.61% | 0.97% | 1.21% | Q4 2016 | Q1 2019 | 10 |
Sand Hill Global Advisors, LLC | 10 | 10 | 3.03% | 3.55% | 3.97% | Q3 2016 | Q4 2018 | 10 |
Bruderman Asset Management, LLC | 6 | 4 | 0.00% | 0.21% | 0.99% | Q1 2015 | Q1 2019 | 10 |
MACKENZIE FINANCIAL CORP | 4 | 1 | 0.00% | 0.01% | 0.07% | Q3 2015 | Q1 2023 | 10 |
Mathes Company, Inc. | 8 | 2 | 0.12% | 0.30% | 0.68% | Q4 2013 | Q4 2018 | 10 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 1 | 0.05% | 0.29% | 0.88% | Q4 2019 | Q1 2023 | 10 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.10% | 0.24% | Q2 2019 | Q2 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Northeast Financial Consultants Inc | 8 | 2 | 0.08% | 0.20% | 0.27% | Q4 2013 | Q1 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
GFS Advisors, LLC | 10 | 10 | 0.07% | 0.14% | 0.19% | Q2 2021 | Q3 2023 | 10 |
New England Investment & Retirement Group, Inc. | 4 | 1 | 0.01% | 2.66% | 6.63% | Q2 2013 | Q1 2020 | 10 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.10% | 0.42% | 0.82% | Q2 2013 | Q1 2021 | 10 |
Arkadios Wealth Advisors | 9 | 1 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 10 |
LYELL WEALTH MANAGEMENT, LP | 10 | 10 | 0.09% | 0.28% | 0.54% | Q2 2017 | Q3 2019 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 9 | 9 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 1 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q1 2018 | 10 |
Brookfield Asset Management | 4 | 1 | 0.01% | 0.03% | 0.10% | Q2 2020 | Q2 2023 | 10 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q2 2018 | 10 |
Gradient Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 10 |
GREENWOOD CAPITAL ASSOCIATES LLC | 6 | 4 | 0.10% | 0.46% | 0.78% | Q3 2013 | Q2 2017 | 10 |
PICTET ASSET MANAGEMENT LTD | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2021 | 10 |
Trexquant Investment LP | 7 | 3 | 0.01% | 0.06% | 0.18% | Q4 2019 | Q2 2023 | 10 |
EnTrustPermal Management LLC | 4 | 1 | 2.87% | 3.49% | 4.46% | Q1 2014 | Q3 2017 | 10 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.14% | 0.38% | Q1 2019 | Q3 2023 | 10 |
Ranch Capital Advisors Inc. | 9 | 1 | 0.00% | 0.05% | 0.14% | Q3 2019 | Q1 2022 | 10 |
UBS OCONNOR LLC | 3 | 1 | 0.00% | 0.08% | 0.32% | Q2 2013 | Q4 2017 | 10 |
Tilden Park Management I LLC | 5 | 1 | 7.41% | 32.41% | 67.60% | Q3 2016 | Q1 2021 | 10 |
ING GROEP NV | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 10 |
QUATTRO FINANCIAL ADVISORS LLC | 8 | 1 | 0.00% | 0.79% | 2.10% | Q1 2017 | Q3 2021 | 10 |
Ayalon Insurance Comp Ltd. | 8 | 2 | 1.16% | 1.55% | 1.92% | Q1 2015 | Q3 2018 | 10 |
Cordasco Financial Network | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 9 |
Friedenthal Financial | 3 | 2 | 0.17% | 3.52% | 6.39% | Q4 2013 | Q2 2021 | 9 |
CABOT WEALTH MANAGEMENT INC | 9 | 9 | 0.05% | 0.07% | 0.10% | Q4 2015 | Q4 2017 | 9 |
Berman Capital Advisors, LLC | 7 | 2 | 0.00% | 0.80% | 1.87% | Q4 2017 | Q1 2020 | 9 |
MBB PUBLIC MARKETS I LLC | 6 | 1 | 0.01% | 0.05% | 0.16% | Q4 2021 | Q3 2023 | 9 |
ANDERSON HOAGLAND & CO | 9 | 9 | 0.57% | 1.20% | 1.55% | Q4 2020 | Q4 2022 | 9 |
Caption Management, LLC | 2 | 1 | 0.00% | 0.42% | 1.90% | Q2 2018 | Q3 2023 | 9 |
Brick & Kyle, Associates | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2017 | 9 |
Pentwater Capital Management LP | 3 | 3 | 0.01% | 0.28% | 1.06% | Q1 2023 | Q3 2023 | 9 |
Wealthstreet Investment Advisors, LLC | 9 | 9 | 0.06% | 0.15% | 0.24% | Q4 2017 | Q4 2019 | 9 |
HOWE & RUSLING INC | 9 | 9 | 0.00% | 0.15% | 0.44% | Q4 2016 | Q4 2018 | 9 |
Argent Trust Co | 8 | 1 | 0.02% | 0.05% | 0.14% | Q4 2014 | Q4 2019 | 9 |
Disciplined Investments, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 9 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 9 | 9 | 0.11% | 0.22% | 0.35% | Q4 2020 | Q4 2022 | 9 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.02% | 0.20% | 0.96% | Q2 2014 | Q3 2023 | 9 |
TrinityPoint Wealth, LLC | 9 | 9 | 0.40% | 0.52% | 0.58% | Q4 2020 | Q4 2022 | 9 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 2 | 0.00% | 0.07% | 0.18% | Q3 2014 | Q4 2016 | 9 |
Bayview Asset Management, LLC | 4 | 2 | 1.15% | 8.97% | 17.97% | Q4 2018 | Q3 2023 | 9 |
Well Done, LLC | 6 | 3 | 0.10% | 0.17% | 0.33% | Q1 2017 | Q2 2021 | 9 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.11% | 0.28% | Q4 2014 | Q1 2023 | 9 |
HM PAYSON & CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Pacifica Partners Inc. | 9 | 9 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2022 | 9 |
Integrated Advisors Network LLC | 9 | 9 | 0.03% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Leisure Capital Management | 9 | 9 | 0.24% | 0.82% | 1.13% | Q4 2016 | Q4 2018 | 9 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
MATHER GROUP, LLC. | 9 | 9 | 0.02% | 0.89% | 1.53% | Q1 2017 | Q1 2019 | 9 |
Financial Partners Group, Inc | 5 | 4 | 0.16% | 0.51% | 0.98% | Q4 2017 | Q4 2022 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.04% | 0.08% | 0.15% | Q3 2021 | Q3 2023 | 9 |
FIRST MIDWEST BANK TRUST DIVISION | 5 | 4 | 0.04% | 0.08% | 0.18% | Q1 2014 | Q1 2018 | 9 |
EVERMAY WEALTH MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
BANK OF STOCKTON | 7 | 1 | 0.07% | 0.41% | 0.57% | Q2 2013 | Q2 2023 | 9 |
Princeton Portfolio Strategies Group LLC | 8 | 1 | 0.05% | 0.14% | 0.38% | Q1 2018 | Q2 2020 | 9 |
MILLIE CAPITAL MANAGEMENT, LLC | 6 | 3 | 0.20% | 2.38% | 5.89% | Q2 2015 | Q4 2017 | 9 |
CYPRESS CAPITAL MANAGEMENT LLC | 9 | 9 | 3.82% | 4.54% | 5.38% | Q2 2013 | Q2 2015 | 9 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2017 | Q3 2022 | 9 |
Global Wealth Management Investment Advisory, Inc. | 9 | 9 | 0.00% | 0.02% | 0.12% | Q4 2018 | Q4 2020 | 9 |
Nokota Management, LP | 5 | 1 | 0.36% | 1.93% | 5.84% | Q2 2017 | Q4 2018 | 9 |
USCA RIA LLC | 7 | 2 | 0.02% | 0.06% | 0.11% | Q1 2017 | Q3 2019 | 9 |
Paradigm Financial Advisors, LLC | 8 | 1 | 0.02% | 1.43% | 2.64% | Q1 2014 | Q3 2019 | 9 |
Taylor Hoffman Wealth Management | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2020 | 9 |
626 Financial, LLC | 8 | 1 | 0.22% | 0.50% | 0.77% | Q1 2021 | Q3 2023 | 9 |
Bedel Financial Consulting, Inc. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2020 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 9 |
Aries Wealth Management | 9 | 9 | 0.16% | 0.49% | 0.75% | Q4 2017 | Q4 2019 | 9 |
Cornerstone Wealth Management, LLC | 8 | 1 | 0.02% | 0.08% | 0.24% | Q1 2018 | Q1 2022 | 9 |
Progeny 3, Inc. | 8 | 8 | 9.41% | 10.56% | 11.50% | Q4 2016 | Q3 2018 | 8 |
Principal Street Partners, LLC | 8 | 8 | 0.15% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 8 |
CI INVESTMENTS INC. | 6 | 2 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 8 |
SeaTown Holdings Pte. Ltd. | 5 | 1 | 0.28% | 1.64% | 3.45% | Q3 2016 | Q1 2021 | 8 |
Fiduciary Trust Co International of Pennsylvania | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2020 | 8 |
COWA, LLC | 3 | 1 | 0.10% | 0.15% | 0.24% | Q4 2020 | Q3 2023 | 8 |
Janney Capital Management LLC | 6 | 2 | 0.13% | 0.56% | 0.85% | Q2 2013 | Q1 2022 | 8 |
IMA Wealth, Inc. | 6 | 2 | 0.39% | 1.09% | 1.44% | Q3 2013 | Q1 2018 | 8 |
Black Swift Group, LLC | 4 | 1 | 0.73% | 1.34% | 2.48% | Q2 2017 | Q4 2021 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.06% | 0.12% | 0.22% | Q4 2021 | Q3 2023 | 8 |
NICOLET ADVISORY SERVICES, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q4 2022 | 8 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Merriman Wealth Management, LLC | 8 | 8 | 0.43% | 0.90% | 2.18% | Q2 2016 | Q1 2018 | 8 |
Tatro Capital, LLC | 8 | 8 | 0.22% | 0.35% | 0.58% | Q2 2020 | Q1 2022 | 8 |
Family Management Corp | 5 | 1 | 0.03% | 0.20% | 0.49% | Q1 2019 | Q3 2023 | 8 |
Global Financial Private Capital, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 8 |
Addison Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.09% | 0.26% | Q4 2020 | Q3 2022 | 8 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2016 | 8 |
Csenge Advisory Group | 6 | 2 | 0.04% | 0.48% | 0.73% | Q3 2017 | Q1 2021 | 8 |
American Financial Network Advisory Services LLC | 8 | 8 | 0.33% | 0.48% | 0.80% | Q3 2017 | Q2 2019 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.28% | 0.42% | 0.51% | Q4 2021 | Q3 2023 | 8 |
TimeScale Financial, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 8 |
Avitas Wealth Management LLC | 6 | 2 | 0.05% | 0.23% | 0.70% | Q2 2018 | Q2 2022 | 8 |
Grassi Investment Management | 8 | 8 | 0.04% | 0.58% | 0.96% | Q4 2021 | Q3 2023 | 8 |
FIDUCIARY TRUST CO | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 8 |
SG3 Management, LLC | 2 | 1 | 0.01% | 0.11% | 0.35% | Q2 2018 | Q4 2021 | 8 |
Temasek Holdings (Private) Ltd | 4 | 4 | 0.05% | 0.23% | 0.45% | Q2 2017 | Q1 2022 | 8 |
Shepherd Financial Partners LLC | 8 | 8 | 1.64% | 1.93% | 2.18% | Q4 2016 | Q3 2018 | 8 |
FIFTH THIRD SECURITIES, INC. | 6 | 2 | 0.02% | 0.07% | 0.18% | Q3 2021 | Q3 2023 | 8 |
LAZARD ASSET MANAGEMENT LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q4 2021 | 8 |
FineMark National Bank & Trust | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 8 |
Parcion Private Wealth LLC | 8 | 8 | 0.06% | 2.41% | 3.53% | Q4 2020 | Q3 2022 | 8 |
Private Advisory Group LLC | 6 | 2 | 0.17% | 0.29% | 0.41% | Q2 2018 | Q2 2022 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Oribel Capital Management, LP | 7 | 7 | 0.33% | 1.24% | 1.91% | Q3 2020 | Q1 2022 | 8 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.10% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Goelzer Investment Management, Inc. | 8 | 8 | 0.04% | 0.10% | 0.12% | Q1 2013 | Q4 2014 | 8 |
Shay Capital LLC | 2 | 1 | 0.04% | 0.20% | 0.56% | Q2 2021 | Q3 2023 | 8 |
MV CAPITAL MANAGEMENT, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
FDx Advisors, Inc. | 5 | 1 | 0.01% | 0.03% | 0.09% | Q1 2015 | Q1 2022 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.06% | 0.16% | 0.33% | Q4 2021 | Q3 2023 | 8 |
HERBST GROUP, LLC | 8 | 8 | 0.24% | 0.34% | 0.44% | Q4 2021 | Q3 2023 | 8 |
RPG Investment Advisory, LLC | 8 | 8 | 0.00% | 0.86% | 1.09% | Q3 2018 | Q2 2020 | 8 |
DAVENPORT & Co LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 8 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.02% | 0.30% | 0.58% | Q4 2019 | Q1 2023 | 8 |
Lehman Financial Resources, Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 8 |
PRUDENTIAL FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 1.41% | 1.91% | 2.80% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Jump Trading, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2016 | 8 |
Polar Asset Management Partners Inc. | 4 | 1 | 0.01% | 0.62% | 0.98% | Q2 2013 | Q2 2022 | 8 |
CUMBERLAND ADVISORS INC | 6 | 1 | 2.34% | 3.41% | 4.93% | Q2 2013 | Q3 2018 | 8 |
Hanson & Doremus Investment Management | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 8 |
D'Orazio & Associates, Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q4 2015 | 8 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2018 | 8 |
EJF Capital LLC | 3 | 1 | 0.04% | 1.62% | 7.07% | Q2 2015 | Q2 2023 | 8 |
DT Investment Partners, LLC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q3 2014 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 8 |
Chanos & Co LP | 6 | 2 | 0.65% | 1.09% | 1.84% | Q1 2018 | Q3 2023 | 8 |
JANUS HENDERSON GROUP PLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 8 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.06% | 0.23% | Q1 2015 | Q2 2023 | 8 |
D.A. DAVIDSON & CO. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.04% | 0.14% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Man Group plc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Reynders McVeigh Capital Management, LLC | 8 | 8 | 0.04% | 0.15% | 0.21% | Q4 2016 | Q3 2018 | 8 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 1 | 0.03% | 0.05% | 0.19% | Q1 2014 | Q3 2019 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.01% | 0.09% | 0.23% | Q4 2021 | Q3 2023 | 8 |
VECTOR WEALTH MANAGEMENT, LLC | 8 | 8 | 0.28% | 0.72% | 0.84% | Q1 2014 | Q4 2015 | 8 |
WEALTHSOURCE PARTNERS, LLC | 3 | 2 | 0.02% | 0.03% | 0.07% | Q2 2019 | Q3 2022 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 6 | 1 | 0.08% | 0.94% | 1.91% | Q4 2015 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
BigSur Wealth Management LLC | 4 | 4 | 0.03% | 0.21% | 0.34% | Q3 2019 | Q4 2022 | 8 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2022 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.14% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Ergoteles LLC | 5 | 1 | 0.01% | 0.34% | 2.19% | Q4 2020 | Q2 2023 | 8 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 7 | 7 | 2.24% | 5.89% | 7.02% | Q2 2013 | Q4 2014 | 7 |
TRUST CO OF VIRGINIA /VA | 7 | 7 | 0.86% | 1.06% | 1.19% | Q2 2017 | Q4 2018 | 7 |
Algebris (UK) Ltd | 7 | 7 | 0.47% | 1.24% | 2.66% | Q2 2017 | Q4 2018 | 7 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.00% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 7 |
Quadrant Capital Management, LLC | 7 | 7 | 1.77% | 1.81% | 1.89% | Q2 2014 | Q4 2015 | 7 |
Realta Investment Advisors | 3 | 2 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 7 |
Covestor Ltd | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
HL FINANCIAL SERVICES LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 7 |
ParenteBeard Wealth Management, LLC | 7 | 7 | 0.41% | 0.59% | 0.80% | Q2 2013 | Q4 2014 | 7 |
MADISON INVESTMENT HOLDINGS INC | 7 | 7 | 0.09% | 0.20% | 0.46% | Q2 2016 | Q4 2017 | 7 |
NOESIS CAPITAL MANGEMENT CORP | 7 | 7 | 0.32% | 0.48% | 0.57% | Q2 2013 | Q4 2014 | 7 |
Miller Investment Management, LP | 7 | 7 | 0.25% | 0.53% | 0.83% | Q2 2013 | Q4 2014 | 7 |
Rokos Capital Management LLP | 3 | 2 | 0.64% | 4.03% | 14.58% | Q1 2019 | Q2 2023 | 7 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.12% | 0.49% | Q4 2018 | Q3 2023 | 7 |
Glovista Investments LLC | 4 | 1 | 0.07% | 1.52% | 4.60% | Q2 2013 | Q4 2021 | 7 |
PL Capital Advisors, LLC | 7 | 7 | 1.62% | 4.07% | 4.70% | Q4 2018 | Q2 2020 | 7 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 1 | 0.35% | 1.31% | 2.03% | Q1 2014 | Q3 2018 | 7 |
Great Diamond Partners, LLC | 7 | 7 | 0.28% | 0.32% | 0.39% | Q1 2021 | Q3 2022 | 7 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7 | 7 | 0.03% | 0.06% | 0.10% | Q4 2016 | Q2 2018 | 7 |
MORGAN JESS S & CO INC | 7 | 7 | 2.26% | 3.04% | 3.43% | Q3 2020 | Q1 2022 | 7 |
SHEPHERD KAPLAN KROCHUK, LLC | 7 | 7 | 0.29% | 0.64% | 0.82% | Q4 2017 | Q2 2019 | 7 |
CASTLEARK MANAGEMENT LLC | 3 | 2 | 0.17% | 0.57% | 0.80% | Q2 2018 | Q1 2023 | 7 |
Sculptor Capital LP | 4 | 1 | 0.06% | 0.45% | 0.85% | Q3 2014 | Q4 2022 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 7 |
Long Run Wealth Advisors, LLC | 7 | 7 | 0.56% | 0.72% | 0.84% | Q1 2022 | Q3 2023 | 7 |
VAN DEN BERG MANAGEMENT I, INC | 4 | 3 | 0.15% | 0.24% | 0.37% | Q1 2015 | Q2 2019 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
LEUTHOLD GROUP, LLC | 7 | 7 | 0.04% | 0.08% | 0.09% | Q4 2020 | Q2 2022 | 7 |
Edgemoor Investment Advisors, Inc. | 7 | 7 | 0.11% | 0.67% | 0.82% | Q2 2018 | Q4 2019 | 7 |
Black Maple Capital Management LP | 3 | 1 | 0.01% | 1.16% | 4.66% | Q4 2020 | Q3 2023 | 7 |
Soros Fund Management | 2 | 1 | 0.11% | 0.37% | 0.85% | Q4 2015 | Q2 2023 | 7 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.14% | 0.58% | Q3 2018 | Q2 2023 | 7 |
Vivaldi Capital Management LP | 4 | 3 | 0.04% | 0.05% | 0.08% | Q1 2019 | Q4 2021 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.19% | 0.61% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Olympiad Research LP | 7 | 7 | 0.32% | 0.82% | 2.25% | Q1 2021 | Q3 2022 | 7 |
Itau USA Asset Management Inc. | 7 | 7 | 0.07% | 0.27% | 0.52% | Q2 2013 | Q4 2014 | 7 |
REGENTATLANTIC CAPITAL LLC | 7 | 7 | 0.03% | 0.06% | 0.07% | Q4 2020 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
MCF Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 7 |
Capital Advisory Group Advisory Services, LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q2 2022 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 7 |
INVESTMENT HOUSE LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q3 2023 | 7 |
Centerstone Investors, LLC | 5 | 2 | 1.47% | 2.77% | 4.58% | Q4 2020 | Q3 2022 | 7 |
BBVA USA Bancshares, Inc. | 7 | 7 | 0.49% | 0.51% | 0.56% | Q3 2013 | Q1 2015 | 7 |
Graves Light Lenhart Wealth, Inc. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q1 2022 | 7 |
Almanack Investment Partners, LLC. | 7 | 7 | 0.00% | 0.23% | 0.72% | Q1 2021 | Q3 2022 | 7 |
E&G Advisors, LP | 7 | 7 | 0.12% | 0.15% | 0.19% | Q1 2017 | Q3 2018 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
PDT Partners, LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q3 2013 | Q4 2017 | 7 |
Homrich & Berg | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2019 | 7 |
Richard Bernstein Advisors LLC | 7 | 7 | 0.00% | 1.79% | 2.63% | Q1 2021 | Q3 2022 | 7 |
Clal Insurance Enterprises Holdings Ltd | 4 | 3 | 0.01% | 0.44% | 0.83% | Q4 2014 | Q4 2019 | 7 |
Welch Group, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 7 |
DUALITY ADVISERS, LP | 5 | 2 | 0.08% | 1.32% | 4.42% | Q4 2018 | Q3 2020 | 7 |
STATE STREET CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
WFG Advisors, LP | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2015 | 7 |
Pinnacle Summer Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Sunbelt Securities, Inc. | 3 | 2 | 0.02% | 0.05% | 0.14% | Q2 2018 | Q3 2023 | 7 |
Segantii Capital Management Ltd | 4 | 1 | 0.00% | 0.47% | 2.40% | Q1 2017 | Q1 2023 | 7 |
SIMMONS FIRST TRUST CO NA | 7 | 7 | 0.26% | 0.41% | 0.62% | Q2 2014 | Q4 2015 | 7 |
LINCOLN NATIONAL CORP | 6 | 1 | 0.01% | 0.08% | 0.10% | Q4 2016 | Q1 2022 | 7 |
Banque Cantonale Vaudoise | 7 | 7 | 0.00% | 0.02% | 0.08% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.01% | 0.06% | 0.30% | Q3 2021 | Q1 2023 | 7 |
NOVARE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.03% | 0.07% | 0.18% | Q4 2018 | Q1 2022 | 6 |
Crewe Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
First Heartland Consultants, Inc. | 5 | 1 | 0.01% | 0.13% | 0.29% | Q2 2013 | Q1 2018 | 6 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.02% | 0.20% | 0.49% | Q2 2013 | Q4 2016 | 6 |
rhino investment partners, Inc | 3 | 3 | 3.22% | 4.27% | 6.65% | Q1 2022 | Q3 2023 | 6 |
Avior Wealth Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
MERIDIAN INVESTMENT COUNSEL INC. | 6 | 6 | 0.17% | 0.25% | 0.30% | Q4 2021 | Q1 2023 | 6 |
Lenox Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q3 2015 | 6 |
Horizon Investments, LLC | 2 | 2 | 0.00% | 2.84% | 6.72% | Q1 2015 | Q3 2023 | 6 |
Lion Point Capital, LP | 6 | 6 | 0.14% | 1.90% | 3.19% | Q4 2016 | Q1 2018 | 6 |
WASHBURN CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.18% | 0.54% | 0.82% | Q1 2022 | Q3 2023 | 6 |
Weil Company, Inc. | 6 | 6 | 0.70% | 1.45% | 2.09% | Q4 2018 | Q1 2020 | 6 |
PUTNAM INVESTMENTS LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q3 2017 | 6 |
Horan Securities, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Lion Street Advisors, LLC | 4 | 1 | 0.08% | 0.12% | 0.13% | Q3 2021 | Q2 2023 | 6 |
Private Capital Management, LLC | 4 | 1 | 0.04% | 0.08% | 0.15% | Q3 2020 | Q4 2022 | 6 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 2 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 6 |
WINTRUST INVESTMENTS LLC | 4 | 2 | 0.03% | 0.14% | 0.40% | Q4 2021 | Q3 2023 | 6 |
ETFIDEA, LLC | 6 | 6 | 0.10% | 0.11% | 0.14% | Q4 2021 | Q1 2023 | 6 |
Activest Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Meadow Creek Investment Management LLC | 6 | 6 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q1 2018 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
BREWIN DOLPHIN LTD | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 6 |
Concert Wealth Management Inc. | 3 | 1 | 0.01% | 0.10% | 0.25% | Q3 2013 | Q3 2016 | 6 |
Global Endowment Management, LP | 6 | 6 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2018 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Verity Asset Management, Inc. | 5 | 1 | 0.27% | 1.72% | 3.78% | Q1 2015 | Q2 2017 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2022 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2017 | 6 |
DAVIDSON & GARRARD INC | 5 | 1 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q3 2017 | 6 |
Hilltop Holdings Inc. | 3 | 3 | 0.04% | 0.22% | 0.49% | Q2 2018 | Q3 2023 | 6 |
SVB WEALTH LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 6 |
SpiderRock Advisors, LLC | 2 | 1 | 0.02% | 0.11% | 0.22% | Q2 2017 | Q3 2023 | 6 |
TIEDEMANN ADVISORS, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2021 | 6 |
Pekin Hardy Strauss, Inc. | 4 | 2 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 6 |
GM Advisory Group, LLC | 3 | 1 | 0.05% | 2.35% | 5.34% | Q2 2014 | Q3 2023 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 6 |
FJ Capital Management LLC | 6 | 6 | 0.76% | 1.43% | 3.68% | Q3 2021 | Q4 2022 | 6 |
Claar Advisors LLC | 6 | 6 | 0.17% | 0.26% | 0.33% | Q3 2018 | Q4 2019 | 6 |
Interchange Capital Partners, LLC | 6 | 6 | 0.12% | 0.53% | 0.80% | Q4 2020 | Q1 2022 | 6 |
Rothschild Capital Partners, LLC | 4 | 2 | 1.56% | 2.36% | 4.41% | Q1 2015 | Q3 2018 | 6 |
North Star Investment Management Corp. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
REDMONT WEALTH ADVISORS LLC | 6 | 6 | 0.47% | 0.81% | 0.96% | Q4 2021 | Q1 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.01% | 0.06% | 0.08% | Q1 2022 | Q2 2023 | 6 |
Canton Hathaway, LLC | 3 | 1 | 0.01% | 0.08% | 0.42% | Q3 2018 | Q3 2022 | 6 |
High Falls Advisors, Inc | 3 | 3 | 0.07% | 0.23% | 0.37% | Q4 2015 | Q3 2018 | 6 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Fort Point Capital Partners LLC | 6 | 6 | 0.17% | 0.25% | 0.34% | Q2 2022 | Q3 2023 | 6 |
Maven Securities LTD | 3 | 1 | 0.02% | 0.14% | 0.33% | Q4 2019 | Q2 2022 | 6 |
Segment Wealth Management, LLC | 4 | 2 | 0.06% | 0.45% | 0.72% | Q1 2018 | Q3 2023 | 6 |
People's United Financial, Inc. | 5 | 1 | 0.01% | 0.16% | 0.22% | Q2 2019 | Q1 2022 | 6 |
FNY Managed Accounts LLC | 3 | 1 | 0.00% | 0.16% | 0.85% | Q2 2015 | Q1 2017 | 6 |
Allianz Asset Management GmbH | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2019 | 6 |
Tyers Asset Management LLC | 6 | 6 | 0.01% | 0.10% | 0.16% | Q4 2016 | Q1 2018 | 6 |
Nantahala Capital Management | 2 | 1 | 0.17% | 1.56% | 3.75% | Q4 2016 | Q3 2023 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 1.17% | 1.78% | 2.38% | Q2 2022 | Q3 2023 | 6 |
Beacon Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
Neuburgh Advisers LLC | 6 | 6 | 0.01% | 0.08% | 0.14% | Q4 2016 | Q1 2018 | 6 |
Hudson Bay Capital Management LP | 2 | 1 | 0.06% | 0.10% | 0.15% | Q1 2018 | Q3 2023 | 6 |
CORRADO ADVISORS, LLC | 3 | 1 | 0.12% | 0.17% | 0.22% | Q4 2015 | Q3 2018 | 6 |
Vigilant Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
ADIRONDACK TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SMITH, MOORE & CO. | 6 | 6 | 0.06% | 0.07% | 0.10% | Q1 2017 | Q2 2018 | 6 |
COASTLAND CAPITAL LLC | 3 | 3 | 0.60% | 0.97% | 1.75% | Q2 2015 | Q4 2015 | 6 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 6 | 6 | 0.05% | 3.08% | 9.05% | Q1 2021 | Q2 2022 | 6 |
Mascoma Wealth Management LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
XR Securities LLC | 2 | 1 | 0.00% | 0.26% | 1.15% | Q4 2017 | Q1 2020 | 6 |
FundX Investment Group, LLC | 4 | 2 | 0.05% | 2.97% | 5.61% | Q4 2016 | Q4 2021 | 6 |
Flinton Capital Management LLC | 6 | 6 | 0.02% | 0.12% | 0.21% | Q4 2016 | Q1 2018 | 6 |
FENIMORE ASSET MANAGEMENT INC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
Allegis Investment Advisors, LLC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q3 2016 | Q4 2017 | 6 |
ATWOOD & PALMER INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Financial Advocates Investment Management | 5 | 1 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q2 2020 | 6 |
Scott & Selber, Inc. | 5 | 1 | 1.10% | 2.01% | 3.06% | Q2 2015 | Q3 2018 | 6 |
Annex Advisory Services, LLC | 6 | 6 | 0.44% | 0.64% | 0.94% | Q2 2013 | Q3 2014 | 6 |
PATRON PARTNERS, LLC | 5 | 5 | 0.52% | 0.55% | 0.59% | Q1 2021 | Q1 2022 | 5 |
L. Roy Papp & Associates, LLP | 3 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2019 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Milestone Advisory Partners | 4 | 1 | 0.26% | 0.39% | 0.64% | Q2 2021 | Q3 2022 | 5 |
Venturi Wealth Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q1 2022 | 5 |
Brevan Howard Capital Management LP | 1 | 1 | 0.18% | 1.54% | 5.14% | Q3 2014 | Q1 2023 | 5 |
WESPAC Advisors, LLC | 3 | 2 | 0.93% | 1.44% | 2.44% | Q4 2015 | Q3 2018 | 5 |
Tyler-Stone Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
INVERNESS COUNSEL LLC /NY/ | 5 | 5 | 0.01% | 0.07% | 0.10% | Q2 2019 | Q2 2020 | 5 |
SWARTHMORE GROUP INC | 4 | 1 | 1.47% | 2.86% | 4.26% | Q4 2016 | Q3 2018 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 1.00% | 1.45% | 1.90% | Q1 2015 | Q1 2016 | 5 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 5 |
CONGRESS ASSET MANAGEMENT CO /MA | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
MUFG Americas Holdings Corp | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q4 2015 | 5 |
REGIONS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
Sound Income Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Peregrine Asset Advisers, Inc. | 3 | 2 | 0.16% | 0.22% | 0.30% | Q1 2018 | Q2 2019 | 5 |
Coe Capital Management, LLC | 2 | 1 | 0.10% | 0.18% | 0.28% | Q2 2013 | Q3 2016 | 5 |
Apexium Financial, LP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Horrell Capital Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 5 |
TCTC Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.81% | 0.95% | 1.05% | Q4 2021 | Q4 2022 | 5 |
PICTET ASSET MANAGEMENT SA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Mason & Associates Inc | 5 | 5 | 0.09% | 1.04% | 2.44% | Q4 2021 | Q4 2022 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.08% | 0.30% | 0.60% | Q3 2020 | Q3 2023 | 5 |
Dorsey Wright & Associates | 5 | 5 | 0.06% | 0.10% | 0.14% | Q4 2016 | Q4 2017 | 5 |
SIMON QUICK ADVISORS, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 5 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 4 | 1 | 0.00% | 0.25% | 0.62% | Q4 2018 | Q3 2022 | 5 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 5 | 5 | 1.70% | 2.87% | 4.08% | Q4 2013 | Q4 2014 | 5 |
Visium Asset Management, LP | 3 | 1 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2015 | 5 |
BlackRock Group LTD | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
IEQ CAPITAL, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
New Potomac Partners, LLC | 5 | 5 | 0.02% | 0.16% | 0.36% | Q4 2018 | Q4 2019 | 5 |
Walleye Capital LLC | 3 | 3 | 0.01% | 0.11% | 0.41% | Q1 2023 | Q3 2023 | 5 |
D L CARLSON INVESTMENT GROUP INC | 5 | 5 | 0.10% | 0.10% | 0.11% | Q4 2018 | Q4 2019 | 5 |
PARAGON FINANCIAL PARTNERS, INC. | 5 | 5 | 0.24% | 0.27% | 0.30% | Q4 2021 | Q4 2022 | 5 |
MAPLE SECURITIES USA INC | 3 | 1 | 0.06% | 0.22% | 0.43% | Q3 2013 | Q2 2015 | 5 |
Archer Investment Corp | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Orion Portfolio Solutions, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 5 |
MARVIN & PALMER ASSOCIATES INC | 5 | 5 | 0.09% | 1.37% | 2.29% | Q4 2016 | Q4 2017 | 5 |
Integrated Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
Optiver Holding B.V. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Congress Wealth Management LLC / DE / | 5 | 5 | 0.07% | 0.08% | 0.11% | Q4 2021 | Q4 2022 | 5 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2015 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q4 2019 | 5 |
Guild Investment Management, Inc. | 1 | 1 | 0.30% | 5.07% | 12.82% | Q1 2012 | Q4 2017 | 5 |
PICTON MAHONEY ASSET MANAGEMENT | 5 | 5 | 0.02% | 0.29% | 0.54% | Q1 2016 | Q1 2017 | 5 |
Live Your Vision, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.04% | 0.09% | 0.12% | Q4 2021 | Q4 2022 | 5 |
GREAT LAKES ADVISORS, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q4 2017 | 5 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.41% | 1.22% | 2.16% | Q4 2021 | Q2 2023 | 5 |
Cannon Global Investment Management, LLC | 3 | 1 | 3.08% | 6.83% | 13.84% | Q1 2021 | Q2 2023 | 5 |
AEGON USA Investment Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Crossvault Capital Management LLC | 5 | 5 | 0.11% | 0.12% | 0.12% | Q3 2017 | Q3 2018 | 5 |
TradeLink Capital LLC | 1 | 1 | 0.68% | 9.38% | 19.24% | Q2 2015 | Q2 2023 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
LOOMIS SAYLES & CO L P | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2023 | 5 |
Cadent Capital Advisors, LLC | 5 | 5 | 2.11% | 2.39% | 2.63% | Q1 2021 | Q1 2022 | 5 |
Siena Capital Partners GP, LLC | 4 | 1 | 0.00% | 0.31% | 0.71% | Q1 2020 | Q2 2021 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Azora Capital LP | 1 | 1 | 0.38% | 2.32% | 3.96% | Q3 2020 | Q3 2023 | 5 |
Winfield Associates, Inc. | 5 | 5 | 0.10% | 0.17% | 0.25% | Q1 2021 | Q1 2022 | 5 |
New Millennium Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
INNEALTA CAPITAL, LLC | 5 | 5 | 0.56% | 1.18% | 2.54% | Q4 2018 | Q4 2019 | 5 |
HBW ADVISORY SERVICES LLC | 5 | 5 | 0.05% | 0.27% | 0.54% | Q4 2021 | Q4 2022 | 5 |
Corvid Peak Capital Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q1 2016 | 5 |
Willingdon Wealth Management | 5 | 5 | 0.00% | 0.66% | 0.85% | Q3 2017 | Q3 2018 | 5 |
CHOREO, LLC | 5 | 5 | 0.03% | 0.05% | 0.11% | Q1 2018 | Q1 2019 | 5 |
KEELEY ASSET MANAGEMENT CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
VESTOR CAPITAL, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 5 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 1 | 0.00% | 0.02% | 0.10% | Q1 2018 | Q3 2023 | 5 |
COZAD ASSET MANAGEMENT INC | 5 | 5 | 0.06% | 0.09% | 0.10% | Q2 2018 | Q2 2019 | 5 |
Main Street Financial Solutions, LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2022 | 5 |
PacWest Financial Management Inc | 5 | 5 | 0.70% | 0.78% | 0.90% | Q4 2015 | Q4 2016 | 5 |
Perella Weinberg Partners Capital Management LP | 2 | 1 | 0.15% | 0.48% | 0.80% | Q3 2014 | Q4 2017 | 5 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 1 | 0.14% | 0.55% | 0.73% | Q2 2013 | Q2 2020 | 5 |
Hunting Hill Global Capital, LLC | 2 | 2 | 0.23% | 0.46% | 1.03% | Q1 2023 | Q2 2023 | 5 |
Solstein Capital, LLC | 2 | 1 | 0.02% | 0.26% | 0.66% | Q2 2018 | Q1 2022 | 5 |
Bain Capital Public Equity Management II, LLC | 2 | 1 | 0.02% | 0.55% | 1.80% | Q2 2019 | Q3 2022 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
THEORY FINANCIAL LLC | 3 | 2 | 1.52% | 1.96% | 2.17% | Q4 2021 | Q1 2023 | 5 |
Riggs Asset Managment Co. Inc. | 4 | 1 | 0.01% | 1.02% | 4.73% | Q4 2015 | Q1 2022 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2017 | 5 |
NexWave Capital Partners LLC | 5 | 5 | 0.56% | 1.81% | 2.97% | Q4 2020 | Q4 2021 | 5 |
DIMENSION CAPITAL MANAGEMENT LLC | 5 | 5 | 0.80% | 0.88% | 0.98% | Q1 2021 | Q1 2022 | 5 |
PEDDOCK CAPITAL ADVISORS, LLC | 5 | 5 | 0.02% | 0.26% | 0.35% | Q1 2018 | Q1 2019 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 5 |
Avondale Wealth Management | 3 | 1 | 0.01% | 0.85% | 1.60% | Q4 2017 | Q3 2023 | 4 |
Kernodle & Katon Asset Management Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.05% | 0.12% | Q3 2018 | Q1 2023 | 4 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q4 2017 | 4 |
Hilton Capital Management, LLC | 4 | 4 | 0.01% | 0.10% | 0.38% | Q4 2018 | Q3 2019 | 4 |
Strategic Blueprint, LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q4 2021 | 4 |
JUNCTURE WEALTH STRATEGIES, LLC | 4 | 4 | 0.10% | 0.37% | 1.14% | Q1 2021 | Q4 2021 | 4 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.06% | 0.08% | 0.10% | Q4 2015 | Q4 2018 | 4 |
Joseph Group Capital Management | 4 | 4 | 0.00% | 2.37% | 5.08% | Q4 2021 | Q3 2022 | 4 |
Pictet North America Advisors SA | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FLC Capital Advisors | 4 | 4 | 0.09% | 0.09% | 0.10% | Q1 2019 | Q4 2019 | 4 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.07% | 0.33% | 0.70% | Q2 2015 | Q2 2018 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.14% | 0.46% | Q2 2023 | Q3 2023 | 4 |
WELCH CAPITAL PARTNERS LLC/NY | 4 | 4 | 1.02% | 1.21% | 1.45% | Q4 2017 | Q3 2018 | 4 |
Financial Management Professionals, Inc. | 3 | 1 | 0.02% | 0.49% | 1.00% | Q1 2021 | Q1 2022 | 4 |
David J Yvars Group | 4 | 4 | 0.12% | 0.13% | 0.15% | Q2 2021 | Q1 2022 | 4 |
Private Ocean, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.12% | 0.87% | 1.45% | Q4 2020 | Q1 2022 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 4 |
MIZUHO SECURITIES USA LLC | 2 | 1 | 0.03% | 0.07% | 0.09% | Q3 2017 | Q3 2019 | 4 |
MAPLELANE CAPITAL, LLC | 3 | 3 | 0.00% | 0.44% | 0.76% | Q3 2014 | Q1 2015 | 4 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Narus Financial Partners, LLC | 4 | 4 | 0.12% | 0.15% | 0.18% | Q1 2022 | Q4 2022 | 4 |
Sage Mountain Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 4 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.35% | 1.35% | Q1 2021 | Q2 2023 | 4 |
Cornerstone Advisory, LLC | 3 | 1 | 0.00% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 4 |
ARGI Investment Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
LAKE STREET PRIVATE WEALTH, LLC | 4 | 4 | 0.07% | 0.15% | 0.22% | Q4 2021 | Q3 2022 | 4 |
HARVEST CAPITAL MANAGEMENT INC | 4 | 4 | 3.70% | 3.98% | 4.26% | Q2 2013 | Q1 2014 | 4 |
Independent Portfolio Consultants, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q2 2017 | 4 |
CAHILL FINANCIAL ADVISORS INC | 4 | 4 | 0.13% | 0.19% | 0.21% | Q4 2017 | Q3 2018 | 4 |
Private Portfolio Partners LLC | 4 | 4 | 0.18% | 0.27% | 0.43% | Q4 2018 | Q3 2019 | 4 |
Pensionmark Financial Group, LLC | 3 | 1 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q4 2021 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Joule Financial, LLC | 4 | 4 | 0.17% | 0.18% | 0.19% | Q2 2022 | Q1 2023 | 4 |
PRIVATE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.13% | 0.16% | 0.18% | Q4 2018 | Q3 2023 | 4 |
CHURCHILL MANAGEMENT Corp | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2017 | Q3 2018 | 4 |
BOSTON ADVISORS LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q3 2013 | Q2 2014 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q2 2020 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Worth Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Cornerstone Financial Partners, LLC | 4 | 4 | 0.16% | 0.18% | 0.23% | Q3 2016 | Q2 2017 | 4 |
FIRST MANHATTAN CO. LLC. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 4 |
TTP Investments, Inc. | 2 | 2 | 0.28% | 0.86% | 1.34% | Q1 2023 | Q2 2023 | 4 |
Eisler Capital (UK) Ltd. | 3 | 1 | 0.09% | 0.15% | 0.23% | Q3 2021 | Q3 2022 | 4 |
COUNTRY CLUB BANK /GFN | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Total Clarity Wealth Management, Inc. | 4 | 4 | 0.07% | 0.35% | 0.50% | Q1 2021 | Q4 2021 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Acorn Wealth Advisors, LLC | 4 | 4 | 0.18% | 0.22% | 0.25% | Q4 2017 | Q3 2018 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
WEXFORD CAPITAL LP | 2 | 1 | 0.24% | 0.39% | 0.73% | Q3 2016 | Q2 2023 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.18% | 0.29% | 0.39% | Q4 2020 | Q3 2021 | 4 |
BOENNING & SCATTERGOOD, INC. | 3 | 1 | 0.03% | 0.08% | 0.22% | Q4 2021 | Q4 2022 | 4 |
State of Tennessee, Treasury Department | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Parisi Gray Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Next Level Private LLC | 2 | 2 | 0.19% | 0.24% | 0.26% | Q4 2021 | Q4 2022 | 4 |
Nicholas Hoffman & Company, LLC. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2019 | Q4 2019 | 4 |
J. Goldman & Co LP | 2 | 1 | 0.04% | 0.24% | 0.42% | Q4 2016 | Q1 2023 | 4 |
Dakota Wealth Management | 4 | 4 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q2 2023 | 4 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.04% | 0.12% | 0.22% | Q1 2021 | Q2 2022 | 4 |
CREDIT AGRICOLE S A | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 4 |
Summit Trail Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
CIBC BANK USA | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Pflug Koory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
WESPAC Advisors SoCal, LLC | 4 | 4 | 0.48% | 0.52% | 0.60% | Q1 2022 | Q4 2022 | 4 |
Heritage Wealth Advisors | 4 | 4 | 0.01% | 2.49% | 5.14% | Q2 2018 | Q1 2019 | 4 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 4 | 4 | 0.61% | 1.06% | 1.45% | Q2 2014 | Q1 2015 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.00% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Whitegate Investment Counselors, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Cresset Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 4 | 4 | 0.06% | 0.10% | 0.15% | Q1 2014 | Q4 2014 | 4 |
SENTINEL ASSET MANAGEMENT, INC. | 4 | 4 | 0.29% | 0.34% | 0.41% | Q2 2013 | Q1 2014 | 4 |
AVAII WEALTH MANAGEMENT, LLC | 4 | 4 | 0.27% | 0.42% | 0.55% | Q4 2021 | Q3 2022 | 4 |
STERNE AGEE GROUP, INC. | 4 | 4 | 0.11% | 0.12% | 0.14% | Q1 2014 | Q4 2014 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Lombard Odier Asset Management (USA) Corp | 2 | 1 | 0.09% | 0.20% | 0.44% | Q4 2013 | Q3 2023 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2020 | 4 |
Greenhouse Funds LLLP | 2 | 2 | 0.64% | 1.74% | 3.77% | Q3 2020 | Q3 2022 | 4 |
Vanguard Capital Wealth Advisors | 3 | 1 | 0.19% | 0.20% | 0.23% | Q1 2021 | Q1 2022 | 4 |
Vigilare Wealth Management | 4 | 4 | 0.27% | 0.43% | 0.51% | Q1 2021 | Q4 2021 | 4 |
GAVEA INVESTIMENTOS LTDA | 4 | 4 | 2.35% | 3.39% | 4.22% | Q2 2014 | Q1 2015 | 4 |
Calamos Advisors LLC | 2 | 1 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 4 |
GODSEY & GIBB, INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Risk Paradigm Group, LLC | 2 | 2 | 0.01% | 0.17% | 0.32% | Q4 2017 | Q4 2018 | 4 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.34% | 0.68% | Q1 2018 | Q2 2022 | 4 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 1 | 0.03% | 0.07% | 0.12% | Q1 2017 | Q1 2021 | 4 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.13% | 0.51% | 1.06% | Q4 2021 | Q1 2023 | 4 |
ASPIRIANT, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
PCG Wealth Advisors, LLC | 4 | 4 | 0.19% | 0.23% | 0.30% | Q4 2022 | Q3 2023 | 4 |
One Capital Management, LLC | 2 | 2 | 0.02% | 0.23% | 0.33% | Q1 2022 | Q3 2023 | 4 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 4 | 4 | 0.61% | 0.66% | 0.70% | Q2 2021 | Q1 2022 | 4 |
OAK HARBOR WEALTH PARTNERS, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 4 |
LVW Advisors, LLC | 4 | 4 | 0.33% | 0.34% | 0.36% | Q1 2021 | Q4 2021 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.30% | 0.42% | 0.69% | Q4 2022 | Q3 2023 | 4 |
BOKF, NA | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 4 |
MACQUARIE GROUP LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2017 | Q1 2018 | 4 |
Rafferty Asset Management, LLC | 3 | 1 | 0.32% | 0.46% | 0.54% | Q2 2013 | Q2 2017 | 4 |
MEANS INVESTMENT CO., INC. | 4 | 4 | 0.27% | 0.29% | 0.33% | Q1 2022 | Q4 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 4 |
TERRIL BROTHERS, INC. | 2 | 2 | 0.06% | 1.75% | 3.59% | Q1 2021 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Vontobel Holding Ltd. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 4 |
ArchPoint Investors | 4 | 4 | 0.70% | 1.10% | 1.69% | Q2 2020 | Q1 2021 | 4 |
Mader & Shannon Wealth Management, Inc. | 2 | 1 | 1.64% | 4.55% | 6.48% | Q3 2017 | Q3 2018 | 3 |
Old North State Trust, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
EASTERLY INVESTMENT PARTNERS LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
VELA Investment Management, LLC | 3 | 3 | 0.20% | 0.27% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Beaird Harris Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bay Harbor Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2020 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.14% | 0.21% | Q4 2016 | Q3 2018 | 3 |
Elequin Capital, LP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
EMG Holdings, L.P. | 2 | 1 | 1.44% | 2.06% | 2.47% | Q1 2022 | Q3 2023 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q2 2019 | 3 |
BLACKTHORN INVESTMENT GROUP LLC | 2 | 1 | 0.92% | 2.11% | 4.00% | Q3 2014 | Q2 2015 | 3 |
Meadow Creek Wealth Advisors LLC | 3 | 3 | 0.29% | 0.31% | 0.32% | Q4 2021 | Q2 2022 | 3 |
Avalon Investment & Advisory | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Compass Financial Group, Inc. | 3 | 3 | 4.33% | 4.68% | 5.08% | Q4 2020 | Q2 2021 | 3 |
Ulysses Management LLC | 3 | 3 | 0.15% | 0.18% | 0.23% | Q1 2023 | Q3 2023 | 3 |
ASSET ADVISORS CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 3 |
Highlander Capital Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2019 | 3 |
CONNABLE OFFICE INC | 2 | 1 | 0.12% | 0.21% | 0.34% | Q4 2018 | Q2 2023 | 3 |
Family Firm, Inc. | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Copperwynd Financial, LLC | 3 | 3 | 1.04% | 1.13% | 1.26% | Q1 2023 | Q3 2023 | 3 |
Apollo Management Holdings, L.P. | 2 | 2 | 0.01% | 0.30% | 0.44% | Q1 2023 | Q2 2023 | 3 |
Tygh Capital Management, Inc. | 3 | 3 | 0.74% | 1.46% | 2.77% | Q2 2015 | Q4 2015 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.00% | 2.21% | 3.36% | Q3 2020 | Q2 2021 | 3 |
Founders Financial Alliance, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 3 |
Miracle Mile Advisors, LLC | 3 | 3 | 0.13% | 0.32% | 0.69% | Q1 2023 | Q3 2023 | 3 |
Element Wealth, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Vantage Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
EXANE DERIVATIVES | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q2 2020 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
SCOGGIN MANAGEMENT LP | 2 | 2 | 0.25% | 0.49% | 0.76% | Q1 2015 | Q2 2015 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Pinz Capital Management, LP | 2 | 1 | 0.11% | 2.06% | 4.21% | Q3 2021 | Q2 2022 | 3 |
Continuum Advisory, LLC | 3 | 3 | 0.18% | 0.29% | 0.42% | Q2 2017 | Q4 2017 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 3 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 2 | 1 | 0.16% | 0.50% | 0.78% | Q4 2021 | Q2 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 3 |
Alpha Wave Global, LP | 3 | 3 | 1.73% | 2.43% | 3.44% | Q1 2021 | Q3 2021 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 3 |
MATRIX PRIVATE CAPITAL GROUP LLC | 3 | 3 | 0.01% | 0.08% | 0.11% | Q4 2021 | Q2 2022 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.94% | 0.97% | 1.01% | Q4 2021 | Q2 2022 | 3 |
Ulland Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Avestar Capital, LLC | 1 | 1 | 0.00% | 0.35% | 1.03% | Q4 2017 | Q1 2019 | 3 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.14% | 0.35% | 0.65% | Q3 2013 | Q1 2023 | 3 |
360 Financial, Inc. | 2 | 1 | 0.11% | 1.17% | 3.21% | Q1 2022 | Q1 2023 | 3 |
Park Place Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 3 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.02% | 0.52% | 0.85% | Q1 2021 | Q1 2023 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.27% | 0.33% | Q3 2021 | Q1 2022 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 3 |
1776 Wealth LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q2 2020 | 3 |
GeoSphere Capital Management, LLC | 2 | 1 | 4.82% | 6.22% | 7.45% | Q4 2016 | Q3 2017 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2018 | 3 |
MORGENS WATERFALL VINTIADIS & CO INC | 3 | 3 | 2.57% | 3.76% | 5.32% | Q4 2016 | Q2 2017 | 3 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.16% | 0.46% | Q2 2015 | Q2 2023 | 3 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.05% | 0.24% | 0.47% | Q1 2015 | Q1 2019 | 3 |
Shoals Capital Management LP | 1 | 1 | 0.18% | 0.30% | 0.49% | Q4 2018 | Q4 2019 | 3 |
NewSquare Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2023 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
K2 PRINCIPAL FUND, L.P. | 2 | 1 | 0.28% | 0.36% | 0.48% | Q2 2018 | Q1 2023 | 3 |
Frontier Wealth Management LLC | 1 | 1 | 0.02% | 0.08% | 0.19% | Q2 2015 | Q4 2020 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2018 | 3 |
PSI Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Forest Hill Capital, LLC | 3 | 3 | 5.09% | 7.11% | 9.90% | Q1 2023 | Q3 2023 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2014 | 3 |
New Century Advisors, LLC | 3 | 3 | 1.76% | 1.98% | 2.18% | Q1 2022 | Q3 2022 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 1 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q1 2022 | 3 |
NATIONAL PLANNING CORP | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q2 2017 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Central Asset Investments & Management Holdings (HK) Ltd | 3 | 3 | 0.32% | 0.45% | 0.60% | Q3 2021 | Q1 2022 | 3 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
Annapolis Financial Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Pallas Capital Advisors LLC | 3 | 3 | 0.02% | 0.06% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Marathon Trading Investment Management LLC | 2 | 1 | 0.05% | 0.23% | 0.38% | Q3 2021 | Q3 2023 | 3 |
Telos Capital Management, Inc. | 3 | 3 | 0.86% | 0.91% | 0.94% | Q1 2018 | Q3 2018 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Diameter Capital Partners LP | 1 | 1 | 1.63% | 4.00% | 8.62% | Q1 2018 | Q3 2023 | 3 |
Prudent Man Advisors, LLC | 3 | 3 | 0.30% | 0.35% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Balentine LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q2 2014 | 3 |
Stillwater Capital Advisors, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q2 2016 | 3 |
Bouvel Investment Partners, LLC | 3 | 3 | 1.05% | 1.12% | 1.25% | Q1 2023 | Q3 2023 | 3 |
AllSquare Wealth Management LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2021 | 3 |
SIGMA INVESTMENT COUNSELORS INC | 3 | 3 | 0.45% | 0.48% | 0.52% | Q1 2023 | Q3 2023 | 3 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.56% | 1.05% | 1.41% | Q4 2016 | Q3 2017 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
WealthTrust Asset Management, LLC | 3 | 3 | 0.88% | 0.99% | 1.10% | Q2 2021 | Q4 2021 | 3 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 1.42% | 2.91% | 5.03% | Q4 2017 | Q3 2018 | 3 |
SHAPIRO ROBERT N | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
NOTTINGHAM ADVISORS, INC. | 3 | 3 | 0.14% | 0.46% | 0.70% | Q2 2018 | Q4 2018 | 3 |
EverPoint Asset Management, LLC | 1 | 1 | 0.09% | 0.39% | 0.86% | Q3 2014 | Q1 2015 | 3 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2018 | Q4 2018 | 3 |
QP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.73% | 0.76% | 0.78% | Q1 2023 | Q3 2023 | 3 |
Belmont Global Advisors, Inc. | 2 | 1 | 0.44% | 0.68% | 0.94% | Q1 2014 | Q3 2015 | 3 |
AMJ Financial Wealth Management | 3 | 3 | 0.28% | 0.38% | 0.54% | Q4 2020 | Q2 2021 | 3 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.09% | 0.14% | Q1 2014 | Q2 2023 | 3 |
Cinctive Capital Management LP | 2 | 1 | 0.12% | 0.36% | 0.66% | Q2 2022 | Q2 2023 | 3 |
Aspen Investment Management Inc | 3 | 3 | 0.69% | 0.72% | 0.76% | Q1 2018 | Q3 2018 | 3 |
GEM Asset Management, LLC | 3 | 3 | 0.17% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Windsor Advisory Group, LLC | 3 | 3 | 0.46% | 0.47% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Empyrean Capital Partners, LP | 3 | 3 | 2.08% | 2.37% | 2.54% | Q2 2016 | Q4 2016 | 3 |
XML Financial, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 3 | 3 | 5.10% | 5.60% | 6.00% | Q2 2015 | Q4 2015 | 3 |
CAPITAL COUNSEL LLC/NY | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2015 | 3 |
Graham Capital Management, L.P. | 1 | 1 | 0.05% | 0.49% | 0.89% | Q4 2013 | Q1 2021 | 3 |
Price Capital Management, Inc. | 2 | 1 | 1.15% | 5.69% | 13.33% | Q1 2015 | Q4 2017 | 3 |
Performa Ltd (US), LLC | 3 | 3 | 0.35% | 0.48% | 0.57% | Q1 2023 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.07% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
IRON Financial LLC | 3 | 3 | 2.90% | 3.78% | 4.66% | Q1 2015 | Q3 2015 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 3 |
Freedom Investment Management, Inc. | 2 | 1 | 0.14% | 0.26% | 0.45% | Q1 2021 | Q1 2023 | 3 |
Gary Goldberg Planning Services Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
KMS FINANCIAL SERVICES, INC | 3 | 3 | 0.04% | 0.19% | 0.27% | Q1 2014 | Q3 2014 | 3 |
DC Investments Management, LLC | 3 | 3 | 10.34% | 11.37% | 12.25% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Wealth Group, LLC | 2 | 1 | 0.37% | 0.89% | 1.56% | Q4 2020 | Q1 2023 | 3 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 3 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.06% | 0.36% | 0.51% | Q2 2018 | Q2 2018 | 3 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 3 | 3 | 0.02% | 0.07% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Spring Creek Investment Management, LLC | 3 | 3 | 2.02% | 2.68% | 3.59% | Q1 2021 | Q3 2021 | 3 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 3 |
683 Capital Management, LLC | 3 | 3 | 0.19% | 0.57% | 1.24% | Q2 2018 | Q4 2018 | 3 |
BHZ CAPITAL MANAGEMENT, LP | 3 | 3 | 1.31% | 5.35% | 10.25% | Q3 2021 | Q1 2022 | 3 |
DUBUQUE BANK & TRUST CO | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 3 |
Visionary Wealth Advisors | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q4 2022 | 3 |
QVT Financial LP | 3 | 3 | 0.09% | 0.13% | 0.20% | Q4 2016 | Q2 2017 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
VALLEY FINANCIAL MANAGEMENT, INC. | 3 | 3 | 0.01% | 1.76% | 3.46% | Q4 2022 | Q2 2023 | 3 |
PRIVATE CAPITAL MANAGEMENT INC | 3 | 3 | 0.58% | 0.71% | 0.78% | Q1 2017 | Q3 2017 | 3 |
Hutchin Hill Capital, LP | 1 | 1 | 0.20% | 0.29% | 0.36% | Q3 2015 | Q4 2016 | 3 |
GRIMES & COMPANY, INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Claybrook Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
UBS ASSET MANAGEMENT AMERICAS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
FIELDPOINT PRIVATE ADVISORS, INC | 3 | 3 | 1.05% | 1.07% | 1.08% | Q2 2015 | Q4 2015 | 3 |
Stratos Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.14% | 0.21% | Q1 2020 | Q2 2021 | 3 |
SELZ CAPITAL LLC | 3 | 3 | 0.65% | 1.07% | 1.30% | Q4 2013 | Q2 2014 | 3 |
Atika Capital Management LLC | 1 | 1 | 0.61% | 1.03% | 1.63% | Q4 2020 | Q2 2023 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Jabre Capital Partners S.A. | 1 | 1 | 0.10% | 0.42% | 0.85% | Q2 2013 | Q2 2017 | 3 |
Crestwood Advisors Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.15% | 0.30% | Q4 2016 | Q4 2017 | 3 |
BALLAST ADVISORS LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q2 2020 | 3 |
Econ Financial Services Corp | 2 | 1 | 0.23% | 0.98% | 1.72% | Q1 2022 | Q1 2023 | 3 |
Industrial Alliance Investment Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.34% | 1.45% | 3.47% | Q4 2019 | Q1 2023 | 3 |
D. SCOTT NEAL, INC. | 3 | 3 | 4.86% | 6.85% | 8.87% | Q4 2013 | Q2 2014 | 3 |
Tanglewood Legacy Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Southern Farm Bureau Life Insurance | 2 | 2 | 0.71% | 0.79% | 0.88% | Q1 2021 | Q2 2021 | 2 |
Mount Lucas Management LP | 2 | 2 | 0.23% | 0.29% | 0.34% | Q3 2020 | Q4 2020 | 2 |
Clear Perspectives Financial Planning, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.80% | 0.89% | 0.98% | Q4 2019 | Q1 2020 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 4.00% | 4.13% | 4.27% | Q1 2015 | Q2 2015 | 2 |
L & S Advisors Inc | 1 | 1 | 0.07% | 0.08% | 0.10% | Q2 2015 | Q4 2016 | 2 |
Gordian Capital Singapore Pte Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Intrinsic Edge Capital Management LLC | 2 | 2 | 0.34% | 0.40% | 0.47% | Q4 2016 | Q1 2017 | 2 |
Quinn Opportunity Partners LLC | 2 | 2 | 0.04% | 0.09% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Granite Point Capital Management, L.P. | 1 | 1 | 0.44% | 0.96% | 1.49% | Q1 2019 | Q2 2020 | 2 |
Tranquility Partners, LLC | 2 | 2 | 0.17% | 0.21% | 0.25% | Q1 2021 | Q2 2021 | 2 |
AlphaOne Investment Services, LLC | 2 | 2 | 0.55% | 0.59% | 0.63% | Q1 2018 | Q2 2018 | 2 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 2 | 2 | 0.38% | 0.98% | 1.58% | Q2 2018 | Q3 2018 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
ARVEST TRUST CO N A | 2 | 2 | 0.31% | 0.32% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Ciovacco Capital Management LLC | 2 | 2 | 3.35% | 3.91% | 4.46% | Q4 2020 | Q1 2021 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 2 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 2 | 0.29% | 0.29% | 0.30% | Q2 2021 | Q3 2021 | 2 |
VALICENTI ADVISORY SERVICES INC | 2 | 2 | 1.42% | 1.44% | 1.46% | Q2 2013 | Q3 2013 | 2 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Drexel Morgan & Co. | 2 | 2 | 0.36% | 0.39% | 0.42% | Q2 2018 | Q3 2018 | 2 |
CONSILIO WEALTH ADVISORS, LLC | 2 | 2 | 3.54% | 3.64% | 3.74% | Q1 2022 | Q2 2022 | 2 |
Ensign Peak Advisors, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 2 |
Hefty Wealth Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q3 2016 | 2 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.17% | 0.32% | Q1 2021 | Q2 2021 | 2 |
Chicago Wealth Management, Inc. | 2 | 2 | 5.55% | 6.27% | 6.99% | Q3 2022 | Q4 2022 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Governors Lane LP | 2 | 2 | 0.18% | 0.24% | 0.30% | Q2 2022 | Q3 2022 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Savant Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 1.22% | 1.33% | 1.44% | Q4 2015 | Q4 2016 | 2 |
SFMG, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
APOGEM CAPITAL LLC | 1 | 1 | 0.24% | 0.27% | 0.31% | Q4 2020 | Q3 2022 | 2 |
V Wealth Advisors LLC | 1 | 1 | 0.04% | 0.06% | 0.09% | Q2 2017 | Q3 2018 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Mandatum Life Insurance Co Ltd | 2 | 2 | 6.94% | 7.19% | 7.43% | Q1 2022 | Q2 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q4 2017 | Q1 2018 | 2 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 4.31% | 4.34% | 4.38% | Q2 2022 | Q3 2023 | 2 |
Banco BTG Pactual S.A. | 1 | 1 | 0.29% | 7.28% | 14.26% | Q4 2020 | Q4 2022 | 2 |
OPPENHEIMER ASSET MANAGEMENT INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Concord Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.32% | 0.54% | 0.75% | Q4 2021 | Q3 2022 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Raveneur Investment Group LP | 2 | 2 | 5.34% | 5.83% | 6.32% | Q1 2016 | Q2 2016 | 2 |
Spouting Rock Asset Management, LLC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q2 2022 | Q3 2022 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q4 2020 | Q1 2021 | 2 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.87% | 0.92% | 0.96% | Q1 2021 | Q3 2021 | 2 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.04% | 0.15% | 0.27% | Q1 2017 | Q2 2018 | 2 |
Harfst & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Delek Group, Ltd. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Bristol County Savings Bank | 2 | 2 | 0.48% | 0.80% | 1.12% | Q3 2017 | Q4 2017 | 2 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 2 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
NAN FUNG TRINITY (HK) Ltd | 2 | 2 | 1.86% | 2.70% | 3.54% | Q3 2020 | Q4 2020 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Holistic Financial Partners | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
COMMERCE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 2 |
Alpha Financial Partners, LLC | 2 | 2 | 1.12% | 1.28% | 1.45% | Q4 2022 | Q1 2023 | 2 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 2 |
WARNER FINANCIAL, INC | 2 | 2 | 0.33% | 0.34% | 0.35% | Q4 2021 | Q1 2022 | 2 |
JCSD Capital, LLC | 1 | 1 | 0.03% | 5.42% | 10.82% | Q3 2020 | Q3 2021 | 2 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 2 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q4 2014 | 2 |
BlueCrest Capital Management LLP | 1 | 1 | 0.01% | 0.19% | 0.37% | Q2 2014 | Q2 2014 | 2 |
Frisch Financial Group, Inc. | 2 | 2 | 0.97% | 1.01% | 1.05% | Q4 2018 | Q1 2019 | 2 |
TEXAS PERMANENT SCHOOL FUND CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q2 2013 | 2 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2023 | 2 |
Vahanian & Associates Financial Planning Inc. | 2 | 2 | 1.44% | 1.77% | 2.10% | Q2 2023 | Q3 2023 | 2 |
STATE OF WISCONSIN INVESTMENT BOARD | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
DCF Advisers, LLC | 1 | 1 | 0.15% | 0.19% | 0.23% | Q1 2022 | Q1 2022 | 2 |
City Financial Investment Co Ltd | 2 | 2 | 0.95% | 1.25% | 1.54% | Q4 2017 | Q1 2018 | 2 |
COLUMBIA CAPITAL LLC | 2 | 2 | 0.12% | 0.58% | 1.04% | Q1 2014 | Q2 2014 | 2 |
Financial Freedom, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bay Rivers Group | 2 | 2 | 2.00% | 2.06% | 2.12% | Q2 2023 | Q3 2023 | 2 |
ENCOMPASS WEALTH ADVISORS, LLC | 2 | 2 | 0.16% | 0.19% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Capricorn Fund Managers Ltd | 2 | 2 | 0.32% | 0.94% | 1.57% | Q2 2022 | Q3 2022 | 2 |
PointState Capital LP | 1 | 1 | 0.01% | 0.34% | 0.66% | Q4 2016 | Q3 2021 | 2 |
SPC Financial, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2 | 2 | 0.31% | 0.33% | 0.34% | Q3 2015 | Q4 2015 | 2 |
Round Rock Advisors, LLC | 2 | 2 | 0.98% | 1.05% | 1.13% | Q2 2023 | Q3 2023 | 2 |
Peak Asset Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2017 | Q3 2017 | 2 |
Winchester Group Inc. | 2 | 2 | 0.54% | 0.56% | 0.58% | Q2 2013 | Q3 2013 | 2 |
Oakwell Private Wealth Management, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q1 2021 | Q2 2021 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2016 | Q4 2016 | 2 |
MSD Partners, L.P. | 2 | 2 | 1.79% | 1.81% | 1.83% | Q2 2018 | Q3 2018 | 2 |
Tacita Capital Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.01% | 0.10% | 0.20% | Q4 2020 | Q1 2021 | 2 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 2 |
Redmond Asset Management, LLC | 2 | 2 | 0.17% | 0.21% | 0.26% | Q1 2017 | Q2 2017 | 2 |
ARK Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 2 |
Opera Trading Capital | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.29% | 0.35% | 0.42% | Q1 2018 | Q2 2018 | 2 |
Alyeska Investment Group, L.P. | 2 | 2 | 0.11% | 0.13% | 0.15% | Q1 2023 | Q2 2023 | 2 |
NEWLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 2.31% | 2.42% | 2.52% | Q1 2015 | Q2 2015 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 2 |
Column Capital Advisors, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.07% | 0.12% | Q2 2021 | Q4 2022 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Spectrum Management Group, LLC | 1 | 1 | 0.79% | 0.80% | 0.81% | Q2 2021 | Q1 2022 | 2 |
Longer Investments Inc. | 1 | 1 | 1.85% | 1.90% | 1.94% | Q1 2016 | Q3 2016 | 2 |
STRS OHIO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CastleKnight Management LP | 2 | 2 | 0.09% | 0.14% | 0.20% | Q1 2023 | Q2 2023 | 2 |
South Shore Capital Advisors | 1 | 1 | 0.44% | 0.53% | 0.61% | Q4 2020 | Q3 2021 | 2 |
Sterling Investment Counsel, LLC | 2 | 2 | 0.38% | 0.39% | 0.39% | Q4 2021 | Q1 2022 | 2 |
SPROTT INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Gemmer Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Alaska Permanent Fund Corp | 2 | 2 | 0.67% | 0.94% | 1.22% | Q2 2023 | Q3 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.06% | 0.13% | 0.20% | Q1 2017 | Q2 2017 | 2 |
Morling Financial Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Murchinson Ltd. | 2 | 2 | 1.42% | 1.73% | 2.03% | Q2 2021 | Q3 2021 | 2 |
Detalus Advisors, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Blue Chip Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Round Table Services, LLC | 2 | 2 | 0.09% | 0.14% | 0.20% | Q4 2016 | Q1 2017 | 2 |
HWG Holdings LP | 2 | 2 | 0.65% | 0.81% | 0.96% | Q1 2018 | Q2 2018 | 2 |
Members Advisory Group LLC | 2 | 2 | 0.20% | 0.23% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Alphadyne Asset Management LP | 1 | 1 | 1.11% | 2.06% | 3.01% | Q4 2017 | Q4 2017 | 2 |
Retirement Systems of Alabama | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q2 2013 | 2 |
ACG Wealth | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Manifold Partners, LLC | 2 | 2 | 3.14% | 4.35% | 5.57% | Q4 2016 | Q1 2017 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CONDOR CAPITAL MANAGEMENT | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q1 2014 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
ROMANO BROTHERS AND COMPANY | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Parkwood LLC | 2 | 2 | 1.99% | 2.06% | 2.13% | Q1 2017 | Q2 2017 | 2 |
Annandale Capital, LLC | 2 | 2 | 0.78% | 0.83% | 0.89% | Q2 2023 | Q3 2023 | 2 |
Community Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
MMBG INVESTMENT ADVISORS CO. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Parkside Investments, LLC | 2 | 2 | 0.46% | 0.61% | 0.75% | Q4 2018 | Q1 2019 | 2 |
Quaker Wealth Management, LLC | 2 | 2 | 0.84% | 0.85% | 0.86% | Q2 2020 | Q3 2020 | 2 |
Polus Capital Management Ltd | 2 | 2 | 2.86% | 4.56% | 6.26% | Q2 2023 | Q3 2023 | 2 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
MONTAG & CALDWELL, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Jump Financial, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.11% | 0.15% | 0.18% | Q3 2019 | Q1 2020 | 2 |
Nationwide Fund Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
VIAWEALTH, LLC | 2 | 2 | 0.21% | 0.24% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Aristides Capital LLC | 2 | 2 | 0.75% | 1.43% | 2.11% | Q1 2023 | Q2 2023 | 2 |
COWEN INC. | 1 | 1 | 0.09% | 0.25% | 0.41% | Q4 2015 | Q2 2019 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.19% | 0.20% | 0.22% | Q2 2023 | Q3 2023 | 2 |
PECAUT & CO. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.07% | 0.56% | 1.04% | Q4 2017 | Q3 2021 | 2 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 0.36% | 0.53% | 0.69% | Q4 2017 | Q3 2021 | 2 |
Crawford Lake Capital Management, LLC | 2 | 2 | 0.93% | 1.72% | 2.51% | Q4 2017 | Q1 2018 | 2 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 2 |
RAMSEY ASSET MANAGEMENT | 2 | 2 | 2.56% | 2.66% | 2.76% | Q4 2014 | Q1 2015 | 2 |
KFA Private Wealth Group, LLC | 2 | 2 | 0.23% | 0.26% | 0.28% | Q1 2021 | Q2 2021 | 2 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.18% | 0.20% | 0.23% | Q4 2017 | Q1 2018 | 2 |
Taylor Wealth Management Partners | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
SUMMIT CAPITAL MANAGEMENT LLC | 2 | 2 | 1.04% | 1.04% | 1.05% | Q4 2015 | Q1 2016 | 2 |
MID CONTINENT CAPITAL LLC/IL | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2015 | Q3 2015 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 0.30% | 0.30% | 0.31% | Q4 2018 | Q1 2019 | 2 |
WHITE PINE CAPITAL LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Perennial Investment Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Thiel Macro LLC | 1 | 1 | 0.38% | 1.76% | 3.15% | Q2 2017 | Q3 2018 | 2 |
Symmetry Investments LP | 1 | 1 | 2.57% | 4.40% | 6.23% | Q1 2021 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.63% | 0.79% | 0.96% | Q1 2018 | Q2 2018 | 2 |
MARSHALL WACE ASIA Ltd | 2 | 2 | 0.42% | 0.92% | 1.43% | Q2 2021 | Q3 2021 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q1 2021 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.02% | 0.15% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
LEVITT CAPITAL MANAGEMENT LLC | 2 | 2 | 2.46% | 5.25% | 8.03% | Q4 2013 | Q1 2014 | 2 |
Donald L. Hagan, LLC | 2 | 2 | 0.83% | 0.84% | 0.86% | Q1 2016 | Q2 2016 | 2 |
Bangor Savings Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
Relyea Zuckerberg Hanson LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q2 2021 | 2 |
PROFESSIONAL PLANNING | 2 | 2 | 0.14% | 0.30% | 0.46% | Q1 2021 | Q2 2021 | 2 |
Transform Wealth, LLC | 1 | 1 | 0.03% | 0.09% | 0.14% | Q2 2019 | Q2 2021 | 2 |
Ifrah Financial Services, Inc. | 2 | 2 | 0.11% | 0.13% | 0.15% | Q4 2020 | Q1 2021 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q1 2018 | Q2 2018 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2 | 2 | 0.31% | 0.33% | 0.34% | Q3 2015 | Q4 2015 | 2 |
Endurance Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Seelaus Asset Management LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q4 2017 | Q1 2018 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
MUHLENKAMP & CO INC | 2 | 2 | 3.59% | 3.60% | 3.61% | Q2 2023 | Q3 2023 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Navis Wealth Advisors, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q1 2022 | 2 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.12% | 0.23% | Q2 2018 | Q1 2020 | 2 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 2 | 0.19% | 0.21% | 0.22% | Q4 2015 | Q1 2016 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Woodline Partners LP | 2 | 2 | 0.07% | 0.09% | 0.12% | Q1 2023 | Q2 2023 | 2 |
SAM Advisors, LLC | 2 | 2 | 1.03% | 1.08% | 1.12% | Q2 2023 | Q3 2023 | 2 |
CHEMUNG CANAL TRUST CO | 2 | 2 | 0.37% | 0.44% | 0.52% | Q2 2018 | Q3 2018 | 2 |
EUDAIMONIA ADVISORS LLC | 1 | 1 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.05% | 0.12% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Sea Otter Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 2 |
Nuveen Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2016 | 2 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Acorn Advisory Capital L.P. | 1 | 1 | 0.36% | 0.40% | 0.43% | Q4 2017 | Q2 2018 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.04% | 0.14% | 0.23% | Q3 2013 | Q4 2013 | 2 |
Keeley-Teton Advisors, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2023 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Orinda Asset Management LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2014 | Q2 2015 | 2 |
Graypoint LLC | 2 | 2 | 0.48% | 0.49% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Demars Financial Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
MidWestOne Financial Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Yost Capital Management, LP | 1 | 1 | 9.10% | 9.10% | 9.10% | Q3 2015 | Q3 2015 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 3.62% | 3.62% | 3.62% | Q3 2016 | Q3 2016 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CAMDEN NATIONAL BANK | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Summit Global Investments | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PZENA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
INHERENT GROUP, LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2022 | Q4 2022 | 1 |
Kavi Asset Management, LP | 1 | 1 | 5.41% | 5.41% | 5.41% | Q4 2016 | Q4 2016 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2014 | Q3 2014 | 1 |
Keel Point, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Grandeur Peak Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Passport Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
DG Capital Management, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2023 | Q1 2023 | 1 |
Seminole Management Co., Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First Command Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
WT Wealth Management | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2023 | Q2 2023 | 1 |
IMS Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2021 | Q2 2021 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2017 | Q4 2017 | 1 |
Kerrisdale Advisers, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Verger Capital Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2017 | Q3 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Signify Wealth | 1 | 1 | 17.34% | 17.34% | 17.34% | Q2 2021 | Q2 2021 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
STRYCKER VIEW CAPITAL LLC | 1 | 1 | 10.14% | 10.14% | 10.14% | Q3 2018 | Q3 2018 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2022 | Q1 2022 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
PA Capital LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2020 | Q3 2020 | 1 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2021 | Q2 2021 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q2 2019 | Q2 2019 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Nishkama Capital, LLC | 1 | 1 | 14.34% | 14.34% | 14.34% | Q3 2019 | Q3 2019 | 1 |
Michelson Medical Research Foundation, Inc. | 1 | 1 | 3.24% | 3.24% | 3.24% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Warberg Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 1.91% | 1.91% | 1.91% | Q1 2023 | Q1 2023 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Compass Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Castle Hook Partners LP | 1 | 1 | 4.58% | 4.58% | 4.58% | Q4 2017 | Q4 2017 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Benchmark Financial Wealth Advisors, LLC | 1 | 1 | 8.08% | 8.08% | 8.08% | Q3 2018 | Q3 2018 | 1 |
Select Asset Management & Trust | 1 | 1 | 2.00% | 2.00% | 2.00% | Q4 2013 | Q4 2013 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2016 | Q4 2016 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Adams Wealth Management | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2023 | Q1 2023 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 1.67% | 1.67% | 1.67% | Q1 2023 | Q1 2023 | 1 |
Legal & General Group Plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WS MANAGEMENT LLLP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2018 | Q1 2018 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BROADVIEW ADVISORS LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2017 | Q2 2017 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 2.95% | 2.95% | 2.95% | Q2 2023 | Q2 2023 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2017 | Q4 2017 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
GEMS MANAGEMENT LTD | 1 | 1 | 4.63% | 4.63% | 4.63% | Q2 2013 | Q2 2013 | 1 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 3.71% | 3.71% | 3.71% | Q4 2015 | Q4 2015 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Nikulski Financial, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2018 | Q3 2018 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Empire Financial Management Company, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
NICOLET BANKSHARES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
HAMEL ASSOCIATES, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2016 | Q4 2016 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ARGENT TRUST COMPANY, N.A. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
PEOPLES FINANCIAL SERVICES CORP. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
Stenahm Asset Managment Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
City State Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2019 | Q4 2019 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Objective Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2015 | Q2 2015 | 1 |
Sessa Capital IM, L.P. | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2023 | Q1 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ENDEAVOUR CAPITAL ADVISORS INC | 1 | 1 | 2.95% | 2.95% | 2.95% | Q4 2014 | Q4 2014 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2022 | Q3 2022 | 1 |
American Institute for Advanced Investment Management, LLP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2017 | Q1 2017 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Jafra Capital Management LP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2018 | Q2 2018 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CTC Capital Management, LLC | 1 | 1 | 4.61% | 4.61% | 4.61% | Q4 2021 | Q4 2021 | 1 |
Bedell Frazier Investment Counselling, LLC | 1 | 1 | 3.69% | 3.69% | 3.69% | Q4 2017 | Q4 2017 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2020 | Q1 2020 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INGALLS & SNYDER LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Invictus RG | 1 | 1 | 1.51% | 1.51% | 1.51% | Q2 2017 | Q2 2017 | 1 |
Plaisance Capital LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
Field & Main Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Gillson Capital LP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2019 | Q3 2019 | 1 |
ARGENTIERE CAPITAL AG | 1 | 1 | 4.39% | 4.39% | 4.39% | Q1 2016 | Q1 2016 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 7.87% | 7.87% | 7.87% | Q4 2022 | Q4 2022 | 1 |
Kirkoswald Asset Management LLC | 1 | 1 | 48.36% | 48.36% | 48.36% | Q2 2023 | Q2 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2014 | Q1 2014 | 1 |
QFR Capital Management, L.P. | 1 | 1 | 23.83% | 23.83% | 23.83% | Q3 2014 | Q3 2014 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 2.04% | 2.04% | 2.04% | Q1 2018 | Q1 2018 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2020 | Q4 2020 | 1 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2016 | Q4 2016 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CMC Financial Group | 1 | 1 | 1.60% | 1.60% | 1.60% | Q1 2021 | Q1 2021 | 1 |
HARDING LOEVNER LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Key Square Capital Management LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2017 | Q4 2017 | 1 |
Zions Bancorporation | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tradeworx Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2013 | Q4 2013 | 1 |
Willis Johnson & Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Pelorus Jack Capital, L.P. | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2017 | Q4 2017 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2021 | Q1 2021 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Evolution Capital Management LLC | 1 | 1 | 3.96% | 3.96% | 3.96% | Q1 2022 | Q1 2022 | 1 |
Brookstone Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
22NW, LP | 1 | 1 | 2.38% | 2.38% | 2.38% | Q4 2017 | Q4 2017 | 1 |
Elk River Wealth Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2021 | Q4 2021 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Harvest Capital Strategies LLC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q1 2018 | Q1 2018 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Silver Point Capital L.P. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2023 | Q2 2023 | 1 |
Sargent Investment Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Rail-Splitter Capital Management, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2016 | Q4 2016 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 |
Wealth & Pension Services Group, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2018 | Q3 2018 | 1 |
SMI Advisory Services, LLC | 1 | 1 | 5.11% | 5.11% | 5.11% | Q2 2021 | Q2 2021 | 1 |
Standard Investments LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2014 | Q1 2014 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2014 | Q1 2014 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2018 | Q3 2018 | 1 |
BOSTON PROVIDENT, L.P. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2013 | Q3 2013 | 1 |
Arctis Global LLC | 1 | 1 | 39.74% | 39.74% | 39.74% | Q1 2023 | Q1 2023 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
KWMG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Pegasus Partners Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ICW Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2019 | Q1 2019 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Tennessee Valley Asset Management Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 2.25% | 2.25% | 2.25% | Q2 2017 | Q2 2017 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2023 | Q1 2023 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2010 | Q1 2010 | 1 |
AFAM CAPITAL, INC. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2018 | Q1 2018 | 1 |
Luxor Capital Group, LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2019 | Q4 2019 | 1 |
BENNETT SELBY INVESTMENTS LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Valiant Capital Management, L.P. | 1 | 1 | 3.89% | 3.89% | 3.89% | Q1 2023 | Q1 2023 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2017 | Q1 2017 | 1 |
Sierra Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ASHFORD CAPITAL MANAGEMENT INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
JT Stratford LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Haverford Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Fore Capital, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2017 | Q4 2017 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2020 | Q1 2020 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2012 | Q1 2012 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2023 | Q1 2023 | 1 |
Airain ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
CEDAR HILL ASSOCIATES, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2023 | Q1 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Daniel Devine & Co | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2014 | Q4 2014 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Hudock, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Nokomis Capital, L.L.C. | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2015 | Q3 2015 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2021 | Q3 2021 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
Hudson Executive Capital LP | 1 | 1 | 2.55% | 2.55% | 2.55% | Q1 2016 | Q1 2016 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2021 | Q4 2021 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
HGI Capital Management, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q2 2018 | Q2 2018 | 1 |
Verity & Verity, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q2 2023 | Q2 2023 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
P&S Credit Management, L.P. | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2023 | Q2 2023 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Tejara Capital Ltd | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2023 | Q1 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2014 | Q1 2014 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2023 | Q3 2023 | 1 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
LMR Partners LLP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
Sterling Ridge Capital Management LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2016 | Q1 2016 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2018 | Q4 2018 | 1 |
GLG Partners LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2017 | Q4 2017 | 1 |
Junto Capital Management LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2023 | Q1 2023 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CQS Cayman LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Nixon Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
FOCUS Wealth Advisors, LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2021 | Q2 2021 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2015 | Q4 2015 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Bach Option Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2017 | Q3 2017 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
MIK Capital, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
CTC LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2022 | Q1 2022 | 1 |
WealthTrust Axiom LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Friedberg Investment Management | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2017 | Q1 2017 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2013 | Q4 2013 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
TBP Investments Management, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2015 | Q2 2015 | 1 |
Seawolf Capital, LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2014 | Q3 2014 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2017 | Q3 2017 | 1 |
Granby Capital Management, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2023 | Q1 2023 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2022 | Q1 2022 | 1 |
CHECK CAPITAL MANAGEMENT INC/CA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Watchman Group, Inc. | 1 | 1 | 2.58% | 2.58% | 2.58% | Q4 2019 | Q4 2019 | 1 |
Kaizen Financial Strategies | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2022 | Q1 2022 | 1 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
CONTINENTAL ADVISORS LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2020 | Q3 2020 | 1 |
Rock Point Advisors, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2023 | Q2 2023 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Triatomic Management LP | 1 | 1 | 7.22% | 7.22% | 7.22% | Q3 2023 | Q3 2023 | 1 |
Capital Investment Counsel, Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Farmers & Merchants Trust Co of Long Beach | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
HOLDERNESS INVESTMENTS CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2022 | Q1 2022 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SG Capital Management LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2019 | Q1 2019 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2013 | Q4 2013 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Waterstone Capital Management, L.P. | 1 | 1 | 3.21% | 3.21% | 3.21% | Q3 2018 | Q3 2018 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Holland Advisory Services, Inc. | 1 | 1 | 1.78% | 1.78% | 1.78% | Q1 2023 | Q1 2023 | 1 |
Petiole USA ltd | 1 | 1 | 13.22% | 13.22% | 13.22% | Q1 2023 | Q1 2023 | 1 |
EnTrust Global Partners Offshore LP | 1 | 1 | 2.36% | 2.36% | 2.36% | Q4 2017 | Q4 2017 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2014 | Q3 2014 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Gainplan LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2020 | Q4 2020 | 1 |
Main Management ETF Advisors, LLC | 1 | 1 | 4.25% | 4.25% | 4.25% | Q3 2023 | Q3 2023 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Serengeti Asset Management LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2013 | Q3 2013 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
black-and-white Capital LP | 1 | 1 | 1.91% | 1.91% | 1.91% | Q3 2020 | Q3 2020 | 1 |
CARRONADE CAPITAL MANAGEMENT, LP | 1 | 1 | 4.30% | 4.30% | 4.30% | Q3 2023 | Q3 2023 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
TRUST CO OF TOLEDO NA /OH/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 3.58% | 3.58% | 3.58% | Q1 2019 | Q1 2019 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2017 | Q4 2017 | 1 |
Advisor Resource Council | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Choice Wealth Advisors, LLC | 1 | 1 | 3.54% | 3.54% | 3.54% | Q2 2022 | Q2 2022 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 3.33% | 3.33% | 3.33% | Q3 2018 | Q3 2018 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
SALZHAUER MICHAEL | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
Robinson Value Management, Ltd. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2021 | Q2 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2014 | Q3 2014 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q4 2018 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 1.59% | 1.59% | 1.59% | Q1 2023 | Q1 2023 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
SPHERA FUNDS MANAGEMENT LTD. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2015 | Q2 2015 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Vantage Financial Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Chemistry Wealth Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Knighthead Capital Management, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2023 | Q1 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own SPDR SERIES TRUST or have owned SPDR SERIES TRUST in the past.