Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.06% | Q1 2012 | Q3 2023 | 123 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 121 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q3 2023 | 120 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 112 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 112 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 96 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 93 |
Citadel Advisors | 31 | 4 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 89 |
Walleye Trading LLC | 27 | 1 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 87 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.06% | Q1 2013 | Q3 2023 | 87 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.05% | 0.90% | Q4 2015 | Q3 2023 | 86 |
WOLVERINE TRADING, LLC | 15 | 13 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 78 |
JANE STREET GROUP, LLC | 31 | 3 | 0.00% | 0.03% | 0.61% | Q1 2015 | Q3 2023 | 77 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 75 |
Twin Tree Management, LP | 20 | 10 | 0.00% | 0.08% | 0.88% | Q4 2012 | Q3 2023 | 74 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.35% | Q2 2013 | Q3 2023 | 72 |
CAPITAL FUND MANAGEMENT S.A. | 19 | 1 | 0.00% | 0.03% | 0.14% | Q2 2014 | Q3 2023 | 65 |
Paloma Partners Management Co | 13 | 1 | 0.00% | 0.16% | 1.14% | Q1 2014 | Q3 2023 | 62 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 58 |
BANK OF MONTREAL /CAN/ | 24 | 2 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 56 |
MILLENNIUM MANAGEMENT LLC | 12 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 51 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.03% | 0.32% | Q2 2013 | Q3 2022 | 47 |
HSBC HOLDINGS PLC | 11 | 2 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 45 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.00% | 0.11% | 1.63% | Q4 2014 | Q3 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.02% | 0.05% | 0.13% | Q1 2013 | Q3 2023 | 43 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.00% | 0.11% | 0.42% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 32 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 17 | 5 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 40 |
NOMURA HOLDINGS INC | 8 | 1 | 0.00% | 0.02% | 0.07% | Q1 2013 | Q3 2023 | 39 |
AMERIPRISE FINANCIAL INC | 32 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
Spot Trading L.L.C | 9 | 5 | 0.00% | 0.05% | 0.50% | Q2 2013 | Q1 2017 | 38 |
JENNISON ASSOCIATES LLC | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
RAYMOND JAMES & ASSOCIATES | 31 | 5 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 37 |
TWO SIGMA INVESTMENTS, LP | 10 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q1 2022 | 37 |
Jefferies Group LLC | 5 | 1 | 0.00% | 0.04% | 0.16% | Q3 2013 | Q2 2022 | 37 |
Family Firm, Inc. | 36 | 36 | 0.20% | 0.31% | 0.43% | Q4 2014 | Q3 2023 | 36 |
Gradient Investments LLC | 17 | 1 | 0.00% | 0.07% | 0.54% | Q2 2013 | Q3 2023 | 36 |
NATIXIS | 20 | 3 | 0.00% | 0.12% | 0.50% | Q2 2013 | Q3 2023 | 36 |
PEAK6 Group LLC | 15 | 2 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q2 2018 | 34 |
Tower Research Capital LLC (TRC) | 10 | 2 | 0.00% | 0.13% | 0.55% | Q2 2013 | Q3 2023 | 34 |
DEUTSCHE BANK AG\ | 10 | 6 | 0.00% | 0.00% | 0.05% | Q3 2013 | Q3 2023 | 33 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 31 |
Daiwa Securities Group Inc. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 28 |
INSIGHT 2811, INC. | 15 | 13 | 0.13% | 0.20% | 0.27% | Q2 2016 | Q3 2023 | 28 |
SCOTIA CAPITAL INC. | 19 | 6 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
B. Riley Wealth Advisors, Inc. | 23 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 26 |
Endurance Wealth Management, Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 26 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 26 | 26 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2019 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 1 | 0.00% | 0.04% | 0.14% | Q4 2013 | Q3 2023 | 25 |
Sicart Associates LLC | 25 | 25 | 0.18% | 0.41% | 0.71% | Q4 2016 | Q4 2022 | 25 |
Main Management LLC | 25 | 25 | 0.00% | 0.80% | 5.50% | Q3 2017 | Q3 2023 | 25 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.02% | 0.10% | 0.57% | Q2 2017 | Q3 2023 | 25 |
Advisory Services Network, LLC | 21 | 4 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 25 |
Orbitronix, LP | 12 | 1 | 0.18% | 2.24% | 5.61% | Q2 2013 | Q4 2016 | 24 |
STIFEL FINANCIAL CORP | 12 | 2 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 23 |
Quantitative Investment Management, LLC | 9 | 1 | 0.01% | 0.27% | 0.93% | Q2 2013 | Q4 2022 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.05% | 0.28% | 0.55% | Q4 2017 | Q2 2023 | 23 |
Winch Advisory Services, LLC | 23 | 23 | 0.00% | 0.18% | 1.38% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Global Retirement Partners, LLC | 16 | 7 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 23 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q1 2018 | 22 |
Transamerica Financial Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 12 | 10 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 22 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.11% | 0.44% | Q2 2013 | Q1 2022 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.16% | 1.74% | Q2 2017 | Q3 2022 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 3 | 0.00% | 0.09% | 0.40% | Q2 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
WHITTIER TRUST CO OF NEVADA INC | 13 | 8 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 21 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q2 2023 | 21 |
CIBC WORLD MARKET INC. | 18 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q1 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 12 | 1 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.17% | Q4 2017 | Q3 2022 | 20 |
RPg Family Wealth Advisory, LLC | 16 | 4 | 0.01% | 0.09% | 0.81% | Q1 2017 | Q1 2022 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 20 |
Lumina Fund Management LLC | 20 | 20 | 0.06% | 0.13% | 0.23% | Q2 2013 | Q1 2018 | 20 |
FMR LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 20 |
OPPENHEIMER & CO INC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 20 |
STATE STREET CORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.02% | 0.16% | Q4 2018 | Q3 2023 | 20 |
SOL Capital Management CO | 16 | 1 | 0.03% | 0.09% | 0.15% | Q4 2014 | Q2 2023 | 20 |
US BANCORP \DE\ | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 19 |
Ionic Capital Management LLC | 11 | 11 | 0.00% | 0.17% | 0.48% | Q2 2013 | Q4 2015 | 19 |
BAROMETER CAPITAL MANAGEMENT INC. | 10 | 1 | 0.07% | 0.25% | 0.60% | Q1 2016 | Q3 2023 | 19 |
PEAK6 Investments LLC | 9 | 1 | 0.00% | 0.03% | 0.29% | Q2 2020 | Q4 2022 | 19 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 18 |
Fisher Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.10% | Q2 2019 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2014 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Graham Capital Management, L.P. | 6 | 1 | 0.04% | 0.32% | 1.53% | Q2 2013 | Q1 2023 | 18 |
Vanderbilt University | 17 | 17 | 9.72% | 13.04% | 16.64% | Q3 2019 | Q3 2023 | 17 |
Squarepoint Ops LLC | 7 | 2 | 0.00% | 0.04% | 0.13% | Q3 2019 | Q3 2023 | 17 |
SIGMA INVESTMENT COUNSELORS INC | 12 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 17 |
Prospera Financial Services Inc | 14 | 1 | 0.01% | 0.08% | 0.16% | Q4 2016 | Q1 2023 | 17 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 17 | 17 | 0.02% | 0.12% | 0.26% | Q1 2016 | Q1 2020 | 17 |
Global Endowment Management, LP | 8 | 3 | 0.02% | 0.09% | 0.23% | Q2 2013 | Q3 2018 | 17 |
Bartlett & Co. LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 15 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 16 |
Capula Management Ltd | 4 | 1 | 0.01% | 0.14% | 0.44% | Q2 2019 | Q2 2022 | 16 |
Heartwood Wealth Advisors LLC | 16 | 16 | 0.06% | 0.22% | 1.04% | Q4 2019 | Q3 2023 | 16 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q4 2017 | 16 |
Timber Hill LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2018 | 16 |
Jacobi Capital Management LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Riggs Asset Managment Co. Inc. | 11 | 1 | 0.00% | 1.90% | 4.30% | Q2 2016 | Q3 2023 | 15 |
Parallel Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 15 |
Sandy Spring Bank | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 15 |
CITIZENS FINANCIAL GROUP INC/RI | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
CREDIT AGRICOLE S A | 8 | 7 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Edge Wealth Management LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2020 | 15 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.04% | 0.12% | Q2 2014 | Q3 2023 | 15 |
IHT Wealth Management, LLC | 10 | 2 | 0.00% | 0.07% | 0.19% | Q4 2016 | Q3 2023 | 15 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.07% | 0.32% | Q3 2013 | Q2 2022 | 15 |
Greenline Partners, LLC | 15 | 15 | 0.15% | 0.24% | 0.31% | Q1 2020 | Q3 2023 | 15 |
BANK OF NOVA SCOTIA | 7 | 6 | 0.00% | 0.03% | 0.25% | Q3 2016 | Q3 2023 | 14 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
BESSEMER GROUP INC | 11 | 1 | 0.00% | 0.24% | 0.57% | Q3 2015 | Q3 2023 | 14 |
K.J. Harrison & Partners Inc | 14 | 14 | 0.17% | 0.89% | 2.18% | Q2 2020 | Q3 2023 | 14 |
JFS WEALTH ADVISORS, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 14 |
EXANE DERIVATIVES | 10 | 4 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q2 2022 | 14 |
MEITAV INVESTMENT HOUSE LTD | 11 | 3 | 0.02% | 0.24% | 0.77% | Q1 2020 | Q3 2023 | 14 |
Canton Hathaway, LLC | 12 | 1 | 0.01% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 13 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 13 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 13 |
Hartford Financial Management Inc. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 13 |
HRT FINANCIAL LP | 6 | 1 | 0.01% | 0.19% | 0.87% | Q4 2014 | Q4 2022 | 13 |
Patriot Financial Group Insurance Agency, LLC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.01% | 0.05% | 0.13% | Q4 2016 | Q4 2019 | 13 |
United Asset Strategies, Inc. | 6 | 1 | 0.08% | 0.47% | 1.47% | Q4 2016 | Q4 2022 | 13 |
Private Advisor Group, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 13 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.01% | 0.08% | 0.41% | Q2 2013 | Q1 2021 | 13 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 1 | 0.01% | 0.71% | 3.13% | Q4 2015 | Q3 2023 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 13 |
Csenge Advisory Group | 8 | 1 | 0.03% | 0.37% | 0.67% | Q3 2017 | Q1 2023 | 13 |
Stamos Capital Partners, L.P. | 13 | 13 | 0.15% | 0.53% | 1.00% | Q3 2020 | Q3 2023 | 13 |
NewEdge Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.19% | 1.51% | Q2 2014 | Q4 2019 | 13 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11 | 1 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q1 2022 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
CENTAURUS FINANCIAL, INC. | 10 | 1 | 0.01% | 0.16% | 0.48% | Q2 2018 | Q3 2023 | 12 |
CUMBERLAND ADVISORS INC | 8 | 1 | 0.62% | 1.57% | 4.45% | Q2 2014 | Q3 2023 | 12 |
Virtu KCG Holdings LLC | 10 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q2 2017 | 12 |
Integrated Advisors Network LLC | 12 | 12 | 0.03% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Ifrah Financial Services, Inc. | 12 | 12 | 0.09% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Bluefin Trading, LLC | 8 | 1 | 0.00% | 0.05% | 0.21% | Q3 2014 | Q1 2017 | 12 |
FIFTH THIRD BANCORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2022 | 12 |
Rathbones Group PLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
WFG Advisors, LP | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 12 |
Private Wealth Advisors, LLC | 11 | 11 | 0.28% | 1.34% | 2.54% | Q1 2021 | Q3 2023 | 12 |
North Star Investment Management Corp. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tidal Investments LLC | 6 | 1 | 0.01% | 0.04% | 0.18% | Q4 2019 | Q2 2023 | 12 |
OKABENA INVESTMENT SERVICES INC | 12 | 12 | 0.30% | 0.73% | 1.40% | Q4 2019 | Q3 2022 | 12 |
PRUDENTIAL FINANCIAL INC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
PINNACLE ASSOCIATES LTD | 11 | 1 | 0.01% | 0.07% | 0.18% | Q3 2018 | Q3 2023 | 12 |
Centiva Capital, LP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 11 |
COASTLAND CAPITAL LLC | 6 | 1 | 0.06% | 0.26% | 1.01% | Q1 2015 | Q3 2017 | 11 |
Texas Yale Capital Corp. | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
AFFINITY WEALTH MANAGEMENT LLC | 11 | 11 | 3.87% | 4.71% | 6.11% | Q1 2021 | Q3 2023 | 11 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
S. R. Schill & Associates | 9 | 1 | 0.64% | 1.42% | 1.67% | Q1 2016 | Q1 2023 | 11 |
BANK OF HAWAII | 11 | 11 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2015 | 11 |
Global Trust Asset Management, LLC | 11 | 11 | 0.02% | 0.08% | 0.20% | Q1 2021 | Q3 2023 | 11 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.04% | 0.17% | 0.30% | Q3 2014 | Q3 2022 | 11 |
Cetera Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 11 |
Clark Capital Management Group, Inc. | 4 | 1 | 0.04% | 0.22% | 0.74% | Q4 2013 | Q4 2022 | 11 |
MML INVESTORS SERVICES, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 11 |
Bienville Capital Management, LLC | 7 | 2 | 0.48% | 1.46% | 2.97% | Q2 2020 | Q3 2023 | 11 |
Pekin Hardy Strauss, Inc. | 11 | 11 | 0.14% | 0.20% | 0.26% | Q1 2021 | Q3 2023 | 11 |
IPG Investment Advisors LLC | 11 | 11 | 0.09% | 0.11% | 0.13% | Q4 2014 | Q2 2017 | 11 |
Assured Investment Management LLC | 7 | 7 | 0.00% | 0.10% | 0.90% | Q2 2013 | Q4 2014 | 11 |
D L CARLSON INVESTMENT GROUP INC | 11 | 11 | 0.05% | 0.17% | 0.36% | Q3 2020 | Q1 2023 | 11 |
MONTAG A & ASSOCIATES INC | 11 | 11 | 0.07% | 0.23% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Janney Montgomery Scott LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 11 |
Choate Investment Advisors | 11 | 11 | 0.00% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
FOCUS Wealth Advisors, LLC | 10 | 10 | 2.08% | 2.44% | 2.92% | Q2 2021 | Q3 2023 | 10 |
Legend Financial Advisors, Inc. | 10 | 10 | 3.61% | 4.35% | 5.08% | Q2 2021 | Q3 2023 | 10 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.05% | 0.10% | Q4 2016 | Q1 2023 | 10 |
TRUIST FINANCIAL CORP | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
Advisors Preferred, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q1 2023 | 10 |
Dynamic Advisor Solutions LLC | 10 | 10 | 0.02% | 0.08% | 0.21% | Q2 2021 | Q3 2023 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
E&G Advisors, LP | 10 | 10 | 0.10% | 0.17% | 0.22% | Q2 2021 | Q3 2023 | 10 |
JUNCTURE WEALTH STRATEGIES, LLC | 9 | 1 | 0.22% | 2.33% | 3.49% | Q3 2016 | Q4 2021 | 10 |
Capital Wealth Alliance, LLC | 10 | 10 | 0.27% | 0.41% | 0.69% | Q2 2021 | Q3 2023 | 10 |
D. E. Shaw & Co., Inc. | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2023 | 10 |
Great Diamond Partners, LLC | 10 | 10 | 0.31% | 0.37% | 0.45% | Q2 2021 | Q3 2023 | 10 |
LEUTHOLD GROUP, LLC | 10 | 10 | 0.03% | 0.07% | 0.12% | Q2 2021 | Q3 2023 | 10 |
EVOKE WEALTH, LLC | 10 | 10 | 0.02% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
TOTH FINANCIAL ADVISORY CORP | 10 | 10 | 0.09% | 0.26% | 0.43% | Q2 2016 | Q3 2018 | 10 |
Ancora Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MYDA Advisors LLC | 4 | 1 | 0.14% | 0.75% | 1.97% | Q1 2018 | Q4 2021 | 10 |
Wellington Shields Capital Management, LLC | 7 | 1 | 0.04% | 0.14% | 0.31% | Q2 2018 | Q3 2023 | 10 |
NEXT Financial Group, Inc | 4 | 3 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q4 2021 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q1 2013 | Q4 2022 | 10 |
FRANKLIN RESOURCES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Jump Trading, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q2 2016 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q1 2017 | 10 |
First Horizon Advisors, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
V Wealth Advisors LLC | 9 | 9 | 0.11% | 0.51% | 0.74% | Q1 2016 | Q1 2018 | 9 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 7 | 2 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 9 |
PRUDENTIAL PLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 9 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q4 2022 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2018 | 9 |
ALTFEST L J & CO INC | 6 | 3 | 0.48% | 1.59% | 2.98% | Q4 2015 | Q3 2018 | 9 |
Pinnacle Advisory Group, Inc. | 9 | 9 | 0.04% | 0.09% | 0.19% | Q2 2013 | Q2 2015 | 9 |
HUNTINGTON NATIONAL BANK | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2009 | Q4 2022 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 9 |
Telemetry Investments, L.L.C. | 7 | 2 | 0.33% | 0.88% | 1.44% | Q2 2020 | Q3 2022 | 9 |
Ergoteles LLC | 4 | 1 | 0.01% | 0.24% | 1.05% | Q4 2020 | Q3 2023 | 9 |
Black Maple Capital Management LP | 4 | 3 | 0.63% | 2.78% | 9.38% | Q1 2021 | Q3 2023 | 9 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.11% | 0.53% | Q3 2014 | Q2 2023 | 9 |
Geneos Wealth Management Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 9 |
MV CAPITAL MANAGEMENT, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
CONNABLE OFFICE INC | 7 | 1 | 1.11% | 3.35% | 4.80% | Q3 2013 | Q4 2015 | 8 |
Meridian Wealth Management, LLC | 8 | 8 | 0.02% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 8 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.06% | 0.13% | Q2 2018 | Q4 2021 | 8 |
WHITTIER TRUST CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Partnervest Advisory Services LLC | 5 | 1 | 0.01% | 0.08% | 0.11% | Q2 2013 | Q1 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.08% | 0.36% | 0.68% | Q1 2016 | Q4 2017 | 8 |
180 WEALTH ADVISORS, LLC | 8 | 8 | 0.07% | 0.18% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MATRIX PRIVATE CAPITAL GROUP LLC | 8 | 8 | 0.00% | 0.08% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Banque Cantonale Vaudoise | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MACKENZIE FINANCIAL CORP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
BALDWIN BROTHERS LLC/MA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2023 | 8 |
Financial Advocates Investment Management | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 8 |
ARS Investment Partners, LLC | 8 | 8 | 0.12% | 0.38% | 0.60% | Q4 2021 | Q3 2023 | 8 |
WEDBUSH SECURITIES INC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2023 | 8 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
Simmons Bank | 7 | 1 | 0.08% | 0.10% | 0.18% | Q1 2016 | Q3 2018 | 8 |
Bison Wealth, LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q2 2022 | 8 |
UBS OCONNOR LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2023 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.03% | 0.08% | 0.11% | Q3 2014 | Q2 2016 | 8 |
ELLIOTT MANAGEMENT CORP | 5 | 2 | 0.16% | 0.56% | 1.40% | Q1 2016 | Q2 2018 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2020 | 8 |
PATTEN & PATTEN INC/TN | 6 | 2 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q2 2023 | 8 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.00% | 0.04% | 0.08% | Q3 2016 | Q3 2020 | 8 |
HERBST GROUP, LLC | 8 | 8 | 0.75% | 1.42% | 1.66% | Q4 2021 | Q3 2023 | 8 |
CX Institutional | 6 | 1 | 0.00% | 0.03% | 0.18% | Q2 2020 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Merriman Wealth Management, LLC | 3 | 1 | 0.04% | 0.69% | 2.18% | Q3 2016 | Q4 2022 | 8 |
Parkside Financial Bank & Trust | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.07% | Q2 2018 | Q2 2023 | 8 |
Almanack Investment Partners, LLC. | 6 | 2 | 0.48% | 1.00% | 1.50% | Q1 2017 | Q2 2022 | 8 |
Itau Unibanco Holding S.A. | 5 | 1 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 8 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.06% | 0.18% | Q1 2021 | Q2 2023 | 8 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 8 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 8 | 8 | 0.82% | 1.06% | 1.32% | Q3 2021 | Q2 2023 | 8 |
Faithward Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Brinker Capital Investments, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 8 |
STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q3 2018 | 8 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
BOURGEON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TORONTO DOMINION BANK | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q4 2021 | 7 |
WASHBURN CAPITAL MANAGEMENT, INC. | 7 | 7 | 0.20% | 0.29% | 0.46% | Q1 2022 | Q3 2023 | 7 |
LUMINUS MANAGEMENT LLC | 4 | 1 | 0.02% | 0.11% | 0.39% | Q4 2015 | Q4 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Progeny 3, Inc. | 5 | 2 | 0.15% | 2.46% | 3.68% | Q4 2016 | Q3 2018 | 7 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Arlington Capital Management, Inc. | 6 | 1 | 2.83% | 10.14% | 13.30% | Q2 2016 | Q4 2022 | 7 |
J. Goldman & Co LP | 2 | 1 | 0.01% | 0.08% | 0.26% | Q2 2016 | Q1 2022 | 7 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 7 |
Mirae Asset Global Investments Co., Ltd. | 2 | 1 | 0.00% | 0.09% | 0.38% | Q1 2010 | Q3 2023 | 7 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 7 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.04% | 0.14% | Q1 2020 | Q1 2023 | 7 |
Edgestream Partners, L.P. | 4 | 1 | 0.02% | 0.10% | 0.24% | Q4 2018 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
ASPIRIANT, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 7 |
HIGH POINT BANK & TRUST CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
SALEM INVESTMENT COUNSELORS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
JD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.47% | 7.88% | 11.37% | Q2 2013 | Q4 2020 | 7 |
FORTEM FINANCIAL GROUP, LLC | 7 | 7 | 1.08% | 2.46% | 2.90% | Q1 2022 | Q3 2023 | 7 |
SIGNATUREFD, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 7 | 7 | 0.25% | 0.31% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Black Swift Group, LLC | 4 | 3 | 0.19% | 0.77% | 2.06% | Q4 2021 | Q3 2023 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Kingsview Wealth Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q1 2023 | 7 |
Triumph Capital Management | 7 | 7 | 0.10% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Allianz Asset Management GmbH | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 7 |
Tibra Equities Europe Ltd | 4 | 1 | 0.11% | 0.26% | 0.60% | Q2 2018 | Q2 2021 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.15% | 0.20% | 0.26% | Q4 2020 | Q3 2023 | 7 |
tru Independence LLC | 6 | 1 | 0.03% | 0.17% | 0.67% | Q2 2020 | Q1 2022 | 7 |
Capital Wealth Planning, LLC | 7 | 7 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q1 2023 | 7 |
BlackRock Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 6 |
Iron Horse Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 6 |
PICTET ASSET MANAGEMENT SA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Walleye Capital LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 6 |
Capital Advisors Wealth Management, LLC | 6 | 6 | 0.34% | 1.98% | 2.59% | Q1 2021 | Q2 2022 | 6 |
EVERMAY WEALTH MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Wharton Business Group, LLC | 6 | 6 | 0.08% | 0.15% | 0.21% | Q2 2013 | Q3 2014 | 6 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 6 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2021 | 6 |
Level Financial Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bridge Advisory, LLC | 6 | 6 | 0.11% | 0.20% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Brevan Howard Capital Management LP | 2 | 1 | 0.15% | 0.35% | 0.61% | Q2 2013 | Q3 2023 | 6 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 6 |
Winslow, Evans & Crocker, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 6 |
Clal Insurance Enterprises Holdings Ltd | 3 | 1 | 0.17% | 0.50% | 0.92% | Q4 2014 | Q4 2022 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Pettinga Financial Advisors LLC | 5 | 1 | 0.06% | 0.17% | 0.30% | Q1 2021 | Q4 2022 | 6 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.09% | 0.70% | 2.35% | Q1 2016 | Q1 2021 | 6 |
REGIONS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 6 |
Snowden Capital Advisors LLC | 5 | 1 | 0.00% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 6 |
Ballew Advisors, Inc | 6 | 6 | 0.36% | 0.83% | 1.68% | Q4 2017 | Q1 2019 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Temasek Holdings (Private) Ltd | 5 | 1 | 0.07% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 6 |
BECK CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.58% | 1.10% | 1.36% | Q3 2017 | Q1 2022 | 6 |
NEIRG Wealth Management, LLC | 6 | 6 | 0.04% | 1.72% | 2.70% | Q1 2022 | Q2 2023 | 6 |
Sterling Investment Advisors, Ltd. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 6 | 6 | 1.97% | 2.18% | 2.39% | Q1 2014 | Q2 2015 | 6 |
PRINCETON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
BRIGADE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.89% | 2.34% | 5.99% | Q1 2016 | Q3 2019 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 2 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q4 2019 | 6 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Keudell/Morrison Wealth Management | 5 | 1 | 0.08% | 2.25% | 3.03% | Q3 2020 | Q1 2022 | 6 |
Strategic Advisors LLC | 6 | 6 | 0.08% | 0.13% | 0.21% | Q3 2021 | Q4 2022 | 6 |
Belpointe Asset Management LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 6 |
Alphadyne Asset Management LP | 3 | 1 | 0.26% | 1.41% | 3.96% | Q2 2016 | Q2 2022 | 6 |
Avitas Wealth Management LLC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2022 | 5 |
BigSur Wealth Management LLC | 5 | 5 | 0.22% | 0.25% | 0.27% | Q1 2022 | Q1 2023 | 5 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 5 | 5 | 0.36% | 0.40% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Focused Wealth Management, Inc | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
BDO Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.00% | 0.30% | 1.28% | Q2 2013 | Q1 2016 | 5 |
Tilden Park Management I LLC | 4 | 1 | 0.60% | 8.00% | 24.87% | Q3 2018 | Q4 2019 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q4 2015 | Q4 2016 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2017 | 5 |
Pinnacle Wealth Management Advisory Group, LLC | 5 | 5 | 0.10% | 0.36% | 0.62% | Q2 2021 | Q2 2022 | 5 |
BANQUE PICTET & CIE SA | 4 | 1 | 0.01% | 0.05% | 0.19% | Q1 2015 | Q4 2018 | 5 |
McAdam, LLC | 3 | 2 | 0.04% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 5 |
Financial Management Professionals, Inc. | 3 | 2 | 0.24% | 0.70% | 1.43% | Q4 2016 | Q3 2021 | 5 |
SpiderRock Advisors, LLC | 3 | 3 | 0.01% | 0.04% | 0.13% | Q1 2017 | Q3 2017 | 5 |
Garde Capital, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.00% | 0.25% | 1.19% | Q2 2019 | Q3 2023 | 5 |
L & S Advisors Inc | 2 | 1 | 0.02% | 0.14% | 0.52% | Q4 2016 | Q2 2021 | 5 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2021 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 5 | 0.12% | 0.19% | 0.32% | Q4 2021 | Q4 2022 | 5 |
Venture Visionary Partners LLC | 5 | 5 | 0.38% | 0.46% | 0.54% | Q3 2022 | Q3 2023 | 5 |
Crestone Asset Management LLC | 5 | 5 | 0.17% | 0.32% | 0.45% | Q2 2021 | Q2 2022 | 5 |
EPG Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cordatus Wealth Management LLC | 5 | 5 | 0.15% | 0.17% | 0.21% | Q4 2018 | Q4 2019 | 5 |
Strategies Wealth Advisors, LLC | 4 | 1 | 0.53% | 0.72% | 0.80% | Q2 2022 | Q3 2023 | 5 |
Windsor Creek Advisors, LLC | 4 | 4 | 0.06% | 0.18% | 0.34% | Q4 2018 | Q3 2019 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.42% | 0.97% | 1.88% | Q2 2013 | Q2 2014 | 5 |
Kistler-Tiffany Companies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
GLENMEDE TRUST CO NA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 5 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Cooper Financial Group | 5 | 5 | 0.07% | 0.09% | 0.14% | Q1 2022 | Q1 2023 | 5 |
Financial Architects, Inc | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2019 | 5 |
SPC Financial, Inc. | 3 | 2 | 0.28% | 0.34% | 0.38% | Q1 2022 | Q3 2023 | 5 |
Impala Asset Management LLC | 3 | 1 | 1.45% | 3.08% | 5.76% | Q2 2013 | Q2 2019 | 5 |
Independent Portfolio Consultants, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2017 | 5 |
Maven Securities LTD | 5 | 5 | 0.01% | 0.03% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.01% | 0.04% | 0.14% | Q1 2020 | Q1 2021 | 5 |
People's United Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Arthur Zaske & Associates, LLC | 5 | 5 | 0.10% | 0.20% | 0.30% | Q4 2016 | Q4 2017 | 5 |
GLG Partners LP | 4 | 1 | 0.06% | 0.47% | 0.95% | Q1 2016 | Q3 2017 | 5 |
Cornerstone Financial Partners, LLC | 4 | 1 | 0.07% | 0.38% | 0.94% | Q1 2016 | Q4 2017 | 5 |
QVR LLC | 2 | 1 | 0.02% | 0.19% | 0.71% | Q4 2017 | Q1 2019 | 5 |
CHURCHILL MANAGEMENT Corp | 5 | 5 | 0.08% | 0.10% | 0.14% | Q1 2021 | Q1 2022 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 2 | 0.06% | 0.26% | 0.49% | Q2 2021 | Q3 2022 | 5 |
Autumn Glory Partners, LLC | 5 | 5 | 0.39% | 0.52% | 0.66% | Q1 2022 | Q1 2023 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 5 |
Asset Dedication, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Sigma Planning Corp | 3 | 1 | 0.01% | 0.04% | 0.15% | Q4 2020 | Q1 2023 | 5 |
SIMMONS FIRST TRUST CO NA | 5 | 5 | 0.17% | 0.33% | 0.39% | Q3 2013 | Q3 2014 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FRONTIER INVESTMENT MGMT CO | 4 | 4 | 0.05% | 0.10% | 0.16% | Q4 2014 | Q3 2015 | 4 |
PCG Wealth Advisors, LLC | 4 | 4 | 0.54% | 0.58% | 0.66% | Q2 2022 | Q1 2023 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.05% | 0.77% | 1.99% | Q4 2021 | Q1 2023 | 4 |
Lavaca Capital LLC | 4 | 4 | 0.60% | 0.93% | 1.24% | Q4 2022 | Q3 2023 | 4 |
ING GROEP NV | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q1 2017 | 4 |
1832 Asset Management L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Occidental Asset Management, LLC | 3 | 1 | 0.26% | 0.32% | 0.47% | Q4 2017 | Q3 2021 | 4 |
Main Management ETF Advisors, LLC | 4 | 4 | 5.17% | 8.62% | 10.13% | Q4 2017 | Q3 2018 | 4 |
RETIREMENT INCOME SOLUTIONS, INC | 4 | 4 | 0.21% | 0.25% | 0.33% | Q4 2022 | Q3 2023 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 4 | 4 | 0.10% | 0.20% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Armor Investment Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 4 |
Banco BTG Pactual S.A. | 3 | 1 | 0.07% | 0.11% | 0.14% | Q3 2022 | Q3 2023 | 4 |
Financial Sense Advisors, Inc. | 4 | 4 | 2.68% | 2.88% | 3.08% | Q4 2022 | Q3 2023 | 4 |
Hudock, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Avior Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 1 | 0.03% | 0.06% | 0.14% | Q3 2017 | Q3 2021 | 4 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 0.78% | 2.29% | Q1 2016 | Q4 2016 | 4 |
SG3 Management, LLC | 2 | 1 | 0.00% | 0.06% | 0.09% | Q2 2019 | Q2 2020 | 4 |
TURNER INVESTMENTS LLC | 3 | 1 | 0.12% | 0.19% | 0.22% | Q1 2016 | Q2 2017 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.01% | 0.06% | 0.12% | Q1 2022 | Q4 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Private Advisory Group LLC | 1 | 1 | 0.06% | 0.11% | 0.25% | Q4 2016 | Q1 2023 | 4 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 4 |
Gladstone Institutional Advisory LLC | 2 | 1 | 0.01% | 0.08% | 0.26% | Q2 2021 | Q1 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.82% | 1.03% | 1.16% | Q4 2022 | Q3 2023 | 4 |
RATIONAL ADVISORS LLC | 4 | 4 | 0.06% | 0.10% | 0.15% | Q2 2009 | Q1 2010 | 4 |
Caption Management, LLC | 1 | 1 | 0.05% | 0.14% | 0.30% | Q4 2020 | Q1 2022 | 4 |
Blenheim Capital Management, L.L.C. | 4 | 4 | 0.46% | 2.85% | 5.76% | Q4 2013 | Q3 2014 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 1.22% | 1.63% | 2.75% | Q4 2022 | Q3 2023 | 4 |
Verde Servicos Internacionais S.A. | 4 | 4 | 0.01% | 0.19% | 0.28% | Q2 2017 | Q1 2018 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 4 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q2 2023 | 4 |
SUNTRUST BANKS INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 4 |
LifePlan Financial Group, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.04% | 0.45% | 0.92% | Q2 2018 | Q3 2023 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 4 | 0.11% | 0.25% | 0.39% | Q2 2013 | Q1 2014 | 4 |
Sowell Financial Services LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Chanos & Co LP | 2 | 2 | 0.07% | 0.78% | 1.50% | Q2 2016 | Q3 2016 | 4 |
Anchor Investment Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 4 |
Well Done, LLC | 2 | 2 | 0.10% | 0.17% | 0.24% | Q4 2016 | Q3 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 4 |
PRINCIPAL FINANCIAL GROUP INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Fulcrum Equity Management | 4 | 4 | 0.12% | 0.14% | 0.16% | Q2 2021 | Q1 2022 | 4 |
INGALLS & SNYDER LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Andromeda Capital LLC | 2 | 2 | 0.02% | 0.53% | 0.77% | Q3 2013 | Q4 2013 | 4 |
SCS Capital Management LLC | 4 | 4 | 0.01% | 0.42% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 4 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.05% | 0.09% | 0.12% | Q2 2016 | Q3 2022 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Beck Bode, LLC | 4 | 4 | 0.05% | 0.11% | 0.16% | Q1 2022 | Q4 2022 | 4 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Compagnie Lombard Odier SCmA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q4 2022 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Polaris Wealth Advisory Group, LLC | 4 | 4 | 0.00% | 0.52% | 1.13% | Q3 2017 | Q2 2018 | 4 |
Fullerton Fund Management Co Ltd. | 2 | 1 | 0.12% | 0.29% | 0.64% | Q1 2022 | Q3 2023 | 4 |
ANGELES WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
AMP Capital Investors Ltd | 3 | 1 | 0.04% | 0.08% | 0.16% | Q2 2018 | Q1 2021 | 4 |
Granite Point Capital Management, L.P. | 2 | 1 | 0.34% | 1.95% | 4.10% | Q2 2019 | Q3 2022 | 4 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 1 | 0.05% | 0.29% | 0.54% | Q1 2019 | Q1 2022 | 4 |
Spectrum Management Group, LLC | 2 | 2 | 0.01% | 0.16% | 0.29% | Q2 2021 | Q2 2022 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2017 | 4 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
G&S Capital LLC | 4 | 4 | 1.01% | 1.29% | 2.00% | Q3 2020 | Q2 2021 | 4 |
Mathes Company, Inc. | 2 | 1 | 0.12% | 0.22% | 0.40% | Q2 2017 | Q2 2021 | 3 |
Synergy Asset Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Private Capital Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Hilltop Holdings Inc. | 2 | 1 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Deane Retirement Strategies, Inc. | 2 | 1 | 1.12% | 1.88% | 2.37% | Q1 2021 | Q1 2022 | 3 |
Sage Advisory Services, Ltd.Co. | 2 | 1 | 2.52% | 2.65% | 2.83% | Q4 2020 | Q2 2023 | 3 |
Hudson Bay Capital Management LP | 3 | 3 | 0.01% | 0.06% | 0.15% | Q2 2018 | Q4 2018 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
FIRST HAWAIIAN BANK | 2 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 3 |
BB&T SECURITIES, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2017 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 3 |
McClarren Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cambria Investment Management, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Fiera Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Perigon Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2011 | Q3 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 3 |
Mariner, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 3 |
Brown Miller Wealth Management, LLC | 3 | 3 | 0.20% | 0.22% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Western Wealth Management, LLC | 2 | 1 | 0.01% | 0.07% | 0.12% | Q1 2021 | Q1 2022 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.03% | 0.17% | 0.41% | Q4 2016 | Q4 2022 | 3 |
Baymount Management LP | 1 | 1 | 1.54% | 3.02% | 3.79% | Q4 2019 | Q4 2020 | 3 |
Forty4 Asset Management LLC | 1 | 1 | 0.00% | 0.29% | 0.79% | Q2 2013 | Q2 2013 | 3 |
TWO SIGMA ADVISERS, LP | 3 | 3 | 0.00% | 0.03% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Dorsey Wright & Associates | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2016 | Q2 2017 | 3 |
Lionsbridge Wealth Management LLC | 3 | 3 | 1.54% | 1.82% | 2.31% | Q3 2021 | Q1 2022 | 3 |
Bensler, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 3 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.11% | 0.20% | Q4 2020 | Q2 2023 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
PFG Advisors | 2 | 1 | 0.04% | 0.20% | 0.51% | Q3 2022 | Q3 2023 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 3 |
Trek Financial, LLC | 3 | 3 | 0.08% | 0.12% | 0.17% | Q2 2020 | Q4 2020 | 3 |
Privium Fund Management (UK) Ltd | 3 | 3 | 0.47% | 1.22% | 2.15% | Q1 2021 | Q3 2021 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.05% | 0.15% | Q1 2018 | Q2 2021 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.49% | 0.62% | 0.81% | Q2 2021 | Q1 2022 | 3 |
PFS INVESTMENTS INC. | 2 | 1 | 0.14% | 0.18% | 0.27% | Q4 2020 | Q2 2023 | 3 |
QCM Cayman, Ltd. | 1 | 1 | 0.06% | 0.18% | 0.40% | Q3 2015 | Q1 2017 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
BlackRock Institutional Trust Company, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.06% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
BOENNING & SCATTERGOOD, INC. | 3 | 3 | 0.07% | 0.10% | 0.12% | Q2 2018 | Q4 2018 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 1 | 0.00% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.06% | 0.10% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Cooperatieve Rabobank U.A. | 2 | 1 | 0.10% | 0.68% | 1.63% | Q2 2013 | Q4 2015 | 3 |
RiverFront Investment Group, LLC | 2 | 1 | 0.11% | 0.15% | 0.18% | Q1 2010 | Q4 2012 | 3 |
Country Club Trust Company, n.a. | 3 | 3 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Gemmer Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 3 |
Logan Stone Capital, LLC | 2 | 1 | 0.16% | 0.27% | 0.47% | Q1 2022 | Q3 2023 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
CIBC WORLD MARKETS CORP | 2 | 1 | 0.01% | 0.04% | 0.10% | Q1 2017 | Q2 2018 | 3 |
Altium Wealth Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 3.14% | 3.31% | 3.51% | Q2 2018 | Q4 2018 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 3 |
Cornerstone Advisory, LLC | 3 | 3 | 0.07% | 0.13% | 0.20% | Q1 2017 | Q3 2017 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Intrua Financial, LLC | 2 | 1 | 0.06% | 0.75% | 1.72% | Q1 2022 | Q4 2022 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.09% | 0.14% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q1 2023 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q1 2022 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
MASTERS CAPITAL MANAGEMENT LLC | 3 | 3 | 1.38% | 1.94% | 2.85% | Q4 2018 | Q2 2019 | 3 |
TIDE POINT CAPITAL MANAGEMENT, LP | 2 | 1 | 1.85% | 2.04% | 2.24% | Q3 2015 | Q2 2016 | 3 |
Visionary Wealth Advisors | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MATHER GROUP, LLC. | 3 | 3 | 1.42% | 1.89% | 2.14% | Q3 2016 | Q1 2017 | 3 |
COWEN INC. | 3 | 3 | 0.12% | 0.21% | 0.26% | Q1 2016 | Q3 2016 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 3 | 3 | 0.46% | 0.51% | 0.58% | Q4 2021 | Q2 2022 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
KBC Group NV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.28% | 0.36% | 0.49% | Q3 2020 | Q3 2021 | 3 |
New Century Advisors, LLC | 3 | 3 | 3.93% | 4.59% | 5.78% | Q1 2016 | Q3 2016 | 3 |
New Harbor Financial Group, LLC | 2 | 2 | 9.62% | 11.00% | 13.72% | Q4 2021 | Q1 2022 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Fieldpoint Private Securities, LLC | 3 | 3 | 0.01% | 0.24% | 0.35% | Q4 2021 | Q2 2022 | 3 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.03% | 0.16% | 0.26% | Q4 2020 | Q2 2023 | 3 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.07% | 0.14% | Q3 2016 | Q1 2017 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Sculptor Capital LP | 1 | 1 | 0.05% | 0.18% | 0.31% | Q1 2016 | Q1 2016 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Wellington Shields & Co., LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.08% | 0.14% | Q3 2016 | Q3 2022 | 2 |
Janney Capital Management LLC | 2 | 2 | 0.98% | 1.12% | 1.25% | Q1 2022 | Q2 2022 | 2 |
Savant Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.23% | 0.29% | 0.35% | Q1 2016 | Q4 2017 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Cadence Wealth Management LLC | 2 | 2 | 3.83% | 4.83% | 5.83% | Q2 2021 | Q3 2021 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 2 |
Lake Hills Wealth Management, LLC | 2 | 2 | 1.92% | 2.04% | 2.17% | Q2 2023 | Q3 2023 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.06% | 0.11% | Q2 2021 | Q1 2023 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.31% | 0.63% | 0.96% | Q2 2021 | Q2 2023 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
WP Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Lodge Hill Capital, LLC | 2 | 2 | 7.35% | 7.63% | 7.92% | Q2 2020 | Q3 2020 | 2 |
Verdence Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q1 2022 | 2 |
Blueshift Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.06% | Q2 2020 | Q3 2020 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
SAC Capital Advisors LP | 1 | 1 | 0.02% | 0.07% | 0.11% | Q4 2013 | Q4 2013 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Valence8 US LP | 2 | 2 | 0.72% | 1.80% | 2.88% | Q4 2022 | Q1 2023 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 2 |
Marshall Wace North America L.P. | 2 | 2 | 0.04% | 0.12% | 0.21% | Q2 2013 | Q3 2013 | 2 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.20% | 0.27% | 0.34% | Q2 2023 | Q3 2023 | 2 |
GUGGENHEIM CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2013 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q1 2016 | Q2 2016 | 2 |
PointState Capital LP | 1 | 1 | 0.07% | 1.01% | 1.95% | Q4 2021 | Q3 2022 | 2 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2 | 2 | 0.45% | 0.75% | 1.05% | Q2 2023 | Q3 2023 | 2 |
J Arnold Wealth Management Co | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 2 |
EQUITABLE TRUST CO | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
STEPHENS INC /AR/ | 1 | 1 | 0.05% | 0.09% | 0.14% | Q2 2021 | Q1 2023 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
SWMG, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q2 2023 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Bedell Frazier Investment Counselling, LLC | 2 | 2 | 2.78% | 2.78% | 2.79% | Q1 2017 | Q2 2017 | 2 |
Aspen Investment Management Inc | 2 | 2 | 0.13% | 0.14% | 0.15% | Q1 2022 | Q2 2022 | 2 |
Opera Trading Capital | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2022 | 2 |
XR Securities LLC | 2 | 2 | 0.98% | 1.68% | 2.37% | Q4 2017 | Q1 2018 | 2 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 2 |
Red Cedar Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
StellarOne CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Banco Santander, S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q1 2013 | Q4 2018 | 2 |
Bell Investment Advisors, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 1.17% | 1.30% | 1.42% | Q1 2022 | Q4 2022 | 2 |
Blue Door Asset Management, LLC | 2 | 2 | 0.15% | 0.20% | 0.25% | Q4 2021 | Q1 2022 | 2 |
GLG INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.11% | 0.22% | Q1 2020 | Q2 2020 | 2 |
LifePro Asset Management | 2 | 2 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q1 2023 | 2 |
JANA PARTNERS LLC | 1 | 1 | 0.14% | 0.77% | 1.40% | Q3 2015 | Q3 2018 | 2 |
South Shore Capital Advisors | 1 | 1 | 0.35% | 0.37% | 0.38% | Q2 2021 | Q1 2022 | 2 |
KCM INVESTMENT ADVISORS LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2014 | Q3 2014 | 2 |
Kerrisdale Advisers, LLC | 2 | 2 | 0.40% | 0.51% | 0.62% | Q2 2021 | Q3 2021 | 2 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Chescapmanager LLC | 2 | 2 | 1.63% | 1.67% | 1.70% | Q1 2021 | Q2 2021 | 2 |
Amundi | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Corvex Management LP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Weil Company, Inc. | 2 | 2 | 0.23% | 0.33% | 0.44% | Q1 2021 | Q2 2021 | 2 |
NexWave Capital Partners LLC | 2 | 2 | 1.57% | 1.80% | 2.04% | Q2 2021 | Q3 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q3 2021 | 2 |
CABOT WEALTH MANAGEMENT INC | 2 | 2 | 0.65% | 0.65% | 0.66% | Q4 2016 | Q1 2017 | 2 |
SFG Wealth Management, LLC. | 2 | 2 | 0.99% | 1.07% | 1.15% | Q4 2021 | Q1 2022 | 2 |
Ayalon Insurance Comp Ltd. | 2 | 2 | 0.30% | 0.47% | 0.65% | Q1 2022 | Q2 2022 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.01% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Robinson Value Management, Ltd. | 1 | 1 | 0.25% | 0.26% | 0.28% | Q1 2017 | Q2 2018 | 2 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2018 | Q2 2018 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.50% | 0.61% | 0.72% | Q2 2023 | Q3 2023 | 2 |
Hochman Cole Investment Advisors, Inc. | 2 | 2 | 0.46% | 0.57% | 0.69% | Q1 2021 | Q2 2021 | 2 |
CARLSON CAPITAL L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q2 2019 | 2 |
West Tower Group, LLC | 2 | 2 | 0.13% | 0.27% | 0.41% | Q2 2023 | Q3 2023 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 2 | 0.10% | 0.18% | 0.26% | Q2 2013 | Q3 2013 | 2 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q4 2016 | 2 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 2 |
Alaska Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Founders Financial Alliance, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Athanor Capital, LP | 2 | 2 | 0.07% | 0.11% | 0.16% | Q1 2020 | Q2 2020 | 2 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2 | 2 | 0.47% | 0.78% | 1.08% | Q2 2023 | Q3 2023 | 2 |
KWB Wealth | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
KSA CAPITAL MANAGEMENT, LLC | 2 | 2 | 2.55% | 2.98% | 3.42% | Q2 2014 | Q3 2014 | 2 |
K2 PRINCIPAL FUND, L.P. | 2 | 2 | 1.74% | 2.21% | 2.67% | Q1 2023 | Q2 2023 | 2 |
J2 Capital Management Inc | 1 | 1 | 0.29% | 0.33% | 0.36% | Q1 2022 | Q4 2022 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.29% | 0.59% | Q1 2022 | Q2 2022 | 2 |
Peregrine Asset Advisers, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q4 2016 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.54% | 0.63% | 0.72% | Q1 2018 | Q2 2018 | 2 |
Cubist Systematic Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.10% | 0.14% | 0.17% | Q2 2018 | Q2 2018 | 2 |
Calamos Advisors LLC | 2 | 2 | 0.05% | 0.08% | 0.12% | Q2 2022 | Q3 2022 | 2 |
MAPLE SECURITIES USA INC | 2 | 2 | 0.02% | 0.16% | 0.30% | Q4 2013 | Q1 2014 | 2 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q2 2016 | 2 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2022 | Q2 2022 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Fund Evaluation Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2015 | Q3 2015 | 1 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2020 | Q2 2020 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 6.14% | 6.14% | 6.14% | Q3 2023 | Q3 2023 | 1 |
Pennant Capital Management, LLC | 1 | 1 | 7.83% | 7.83% | 7.83% | Q2 2016 | Q2 2016 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
WCG Management, L.P. | 1 | 1 | 1.86% | 1.86% | 1.86% | Q1 2016 | Q1 2016 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2014 | Q3 2014 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2015 | Q1 2015 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BANK HAPOALIM BM | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Slate Path Capital LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
3G Capital Partners | 1 | 1 | 7.97% | 7.97% | 7.97% | Q4 2017 | Q4 2017 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2016 | Q4 2016 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
INHERENT GROUP, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2021 | Q2 2021 | 1 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Horizon Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Aurelius Capital Management, LP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2016 | Q2 2016 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2021 | Q2 2021 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Viewpoint Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
MRCap LP | 1 | 1 | 2.88% | 2.88% | 2.88% | Q3 2019 | Q3 2019 | 1 |
Thiel Macro LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2014 | Q4 2014 | 1 |
BARINGS LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2021 | Q2 2021 | 1 |
Mangham Associates,LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2022 | Q1 2022 | 1 |
Broad Peak Investment Holdings Ltd. | 1 | 1 | 19.68% | 19.68% | 19.68% | Q1 2023 | Q1 2023 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2013 | Q4 2013 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 1.65% | 1.65% | 1.65% | Q1 2016 | Q1 2016 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
Ciovacco Capital Management LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2022 | Q2 2022 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2020 | Q4 2020 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2023 | Q2 2023 | 1 |
Brick & Kyle, Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Jafra Capital Management LP | 1 | 1 | 1.22% | 1.22% | 1.22% | Q1 2017 | Q1 2017 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 4.88% | 4.88% | 4.88% | Q1 2022 | Q1 2022 | 1 |
Peak Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2016 | Q2 2016 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2021 | Q1 2021 | 1 |
NSI Retail Advisors, LLC | 1 | 1 | 4.00% | 4.00% | 4.00% | Q2 2021 | Q2 2021 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Rothschild Capital Partners, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2016 | Q2 2016 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q3 2022 | Q3 2022 | 1 |
Mount Lucas Management LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2014 | Q4 2014 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Glovista Investments LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2017 | Q1 2017 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Tradeworx Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2013 | Q3 2013 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
CSM Advisors, LLC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q2 2021 | Q2 2021 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2013 | Q2 2013 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 1.92% | 1.92% | 1.92% | Q1 2019 | Q1 2019 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 5.98% | 5.98% | 5.98% | Q4 2021 | Q4 2021 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2015 | Q2 2015 | 1 |
Monaco Asset Management SAM | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2019 | Q4 2019 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2014 | Q1 2014 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SMI Advisory Services, LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q1 2022 | Q1 2022 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IRON Financial LLC | 1 | 1 | 3.17% | 3.17% | 3.17% | Q2 2014 | Q2 2014 | 1 |
360 Financial, Inc. | 1 | 1 | 3.35% | 3.35% | 3.35% | Q1 2023 | Q1 2023 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 3.04% | 3.04% | 3.04% | Q1 2021 | Q1 2021 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2014 | 1 |
EHP Funds Inc. | 1 | 1 | 4.92% | 4.92% | 4.92% | Q3 2023 | Q3 2023 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2013 | Q3 2013 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2015 | Q2 2015 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Seminole Management Co., Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q1 2016 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Amia Capital LLP | 1 | 1 | 2.07% | 2.07% | 2.07% | Q1 2021 | Q1 2021 | 1 |
Farmstead Capital Management, LLC | 1 | 1 | 8.59% | 8.59% | 8.59% | Q2 2016 | Q2 2016 | 1 |
Castle Creek Arbitrage, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Covalis Capital LLP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2019 | Q4 2019 | 1 |
EJF Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
LOEWS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
LMR Partners LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
DOW CHEMICAL CO /DE/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Friedenthal Financial | 1 | 1 | 3.31% | 3.31% | 3.31% | Q2 2021 | Q2 2021 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Marks Wealth, LLC | 1 | 1 | 6.09% | 6.09% | 6.09% | Q1 2022 | Q1 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2022 | Q4 2022 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2022 | Q1 2022 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Price Capital Management, Inc. | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2017 | Q4 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2016 | Q2 2016 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2019 | Q1 2019 | 1 |
Atria Investments, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Glenview Trust Co | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2014 | Q4 2014 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Personal Wealth Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
KLS Diversified Asset Management LP | 1 | 1 | 9.16% | 9.16% | 9.16% | Q4 2018 | Q4 2018 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2013 | Q4 2013 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2016 | Q4 2016 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Brookfield Asset Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Tahithromos, L.L.C. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2013 | Q3 2013 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Clarity Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2021 | Q1 2021 | 1 |
Gruss Capital Management LP | 1 | 1 | 3.63% | 3.63% | 3.63% | Q4 2016 | Q4 2016 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BLOCKHOUSE CAPITAL MANAGEMENT LP | 1 | 1 | 5.66% | 5.66% | 5.66% | Q3 2017 | Q3 2017 | 1 |
Corsair Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2017 | Q3 2017 | 1 |
Orca Investment Management, LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q1 2016 | Q1 2016 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2021 | Q1 2021 | 1 |
Astor Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2014 | Q1 2014 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Man Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2013 | Q3 2013 | 1 |
Chicago Wealth Management, Inc. | 1 | 1 | 3.75% | 3.75% | 3.75% | Q1 2023 | Q1 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Thrax Management, LLC | 1 | 1 | 1.97% | 1.97% | 1.97% | Q4 2016 | Q4 2016 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2019 | Q1 2019 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
External links
This page lists all the filers that currently own SPDR SERIES TRUST or have owned SPDR SERIES TRUST in the past.