Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 116 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 99 |
Walleye Trading LLC | 23 | 14 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 97 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 94 |
Citadel Advisors | 33 | 3 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 89 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.21% | Q4 2015 | Q3 2023 | 87 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 81 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 81 |
JANE STREET GROUP, LLC | 31 | 1 | 0.00% | 0.01% | 0.11% | Q3 2014 | Q3 2023 | 73 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 72 |
Parallax Volatility Advisers, L.P. | 21 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 69 |
WOLVERINE TRADING, LLC | 8 | 3 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 69 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.07% | Q1 2013 | Q3 2023 | 66 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.12% | 0.38% | Q1 2012 | Q3 2023 | 64 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 57 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 50 |
MILLENNIUM MANAGEMENT LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 46 |
PEAK6 Investments LLC | 14 | 5 | 0.00% | 0.02% | 0.13% | Q4 2018 | Q3 2023 | 44 |
Montecito Bank & Trust | 43 | 43 | 0.06% | 0.13% | 0.29% | Q2 2013 | Q4 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.04% | 0.16% | Q4 2012 | Q2 2023 | 43 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 35 | 0.00% | 0.01% | 0.08% | Q1 2015 | Q3 2023 | 43 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.13% | 0.48% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.03% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.04% | 0.14% | Q4 2012 | Q1 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Wharton Business Group, LLC | 42 | 42 | 0.33% | 2.03% | 5.10% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.11% | 0.44% | 0.79% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 0.03% | 0.12% | 0.29% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 27 | 13 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 34 | 4 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 41 |
Main Management LLC | 38 | 3 | 0.11% | 1.42% | 6.43% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
SouthState Corp | 28 | 12 | 0.01% | 0.10% | 0.41% | Q3 2013 | Q3 2023 | 40 |
CAPITAL FUND MANAGEMENT S.A. | 8 | 1 | 0.00% | 0.05% | 0.27% | Q2 2014 | Q3 2023 | 40 |
Bank of New York Mellon Corp | 40 | 40 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 40 |
RMB Capital Management, LLC | 13 | 1 | 0.00% | 0.21% | 2.39% | Q2 2015 | Q3 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 29 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.05% | 0.22% | Q1 2014 | Q3 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 6 | 0.00% | 0.00% | 0.04% | Q3 2013 | Q3 2023 | 38 |
LEVIN CAPITAL STRATEGIES, L.P. | 25 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.00% | 0.07% | 0.93% | Q2 2013 | Q3 2022 | 38 |
JAMES INVESTMENT RESEARCH INC | 29 | 9 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 38 |
CHARTIST INC /CA/ | 15 | 3 | 0.19% | 1.17% | 5.21% | Q2 2013 | Q3 2023 | 37 |
HSBC HOLDINGS PLC | 14 | 2 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q1 2023 | 37 |
SG Americas Securities, LLC | 26 | 2 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q3 2023 | 37 |
J.P. Morgan Private Wealth Advisors LLC | 30 | 6 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2023 | 36 |
BROWN BROTHERS HARRIMAN & CO | 19 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 36 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 14 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2022 | 36 |
D.A. DAVIDSON & CO. | 35 | 35 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2022 | 35 |
Tower Research Capital LLC (TRC) | 12 | 2 | 0.00% | 0.13% | 0.60% | Q3 2013 | Q3 2023 | 35 |
OPPENHEIMER & CO INC | 15 | 8 | 0.01% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 35 |
DUNCKER STREETT & CO INC | 25 | 10 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 35 |
HAP Trading, LLC | 16 | 1 | 0.00% | 0.03% | 0.25% | Q3 2014 | Q2 2023 | 34 |
US BANCORP \DE\ | 24 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 33 |
TOTH FINANCIAL ADVISORY CORP | 21 | 12 | 0.02% | 0.45% | 1.23% | Q3 2013 | Q3 2023 | 33 |
TWO SIGMA SECURITIES, LLC | 11 | 1 | 0.00% | 0.07% | 0.82% | Q4 2014 | Q1 2022 | 32 |
NORTHERN TRUST CORP | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
BANK HAPOALIM BM | 25 | 1 | 0.03% | 0.55% | 2.59% | Q4 2013 | Q2 2023 | 31 |
Janney Montgomery Scott LLC | 29 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 19 | 12 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 31 |
BLAIR WILLIAM & CO/IL | 27 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
Jaffetilchin Investment Partners, LLC | 29 | 29 | 0.04% | 0.84% | 1.56% | Q2 2013 | Q2 2020 | 29 |
NBT BANK N A /NY | 22 | 2 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q1 2022 | 29 |
Psagot Value Holdings Ltd. | 22 | 3 | 0.00% | 1.39% | 2.48% | Q2 2013 | Q3 2021 | 29 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 28 |
BigSur Wealth Management LLC | 28 | 28 | 0.20% | 0.65% | 1.29% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 28 |
D L CARLSON INVESTMENT GROUP INC | 28 | 28 | 0.11% | 0.23% | 0.91% | Q2 2013 | Q1 2020 | 28 |
Focused Wealth Management, Inc | 23 | 5 | 0.00% | 0.33% | 1.57% | Q3 2013 | Q3 2023 | 28 |
AlphaMark Advisors, LLC | 28 | 28 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 28 |
CENTRAL TRUST Co | 25 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 28 |
SCOTIA CAPITAL INC. | 25 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 28 |
Simmons Bank | 27 | 27 | 0.05% | 0.10% | 0.18% | Q1 2017 | Q3 2023 | 27 |
Advisory Services Network, LLC | 21 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 27 |
MAI Capital Management | 27 | 27 | 0.01% | 0.10% | 0.41% | Q1 2017 | Q3 2023 | 27 |
Transamerica Financial Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 27 |
Parallel Advisors, LLC | 16 | 11 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Mariner, LLC | 20 | 7 | 0.00% | 0.05% | 0.16% | Q3 2015 | Q3 2023 | 27 |
FMR LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Private Advisor Group, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q2 2023 | 25 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 16 | 9 | 1.14% | 3.47% | 7.37% | Q4 2014 | Q4 2022 | 25 |
CenterStar Asset Management, LLC | 11 | 1 | 0.00% | 0.12% | 0.70% | Q4 2017 | Q4 2021 | 25 |
HM PAYSON & CO | 18 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 25 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 1 | 0.00% | 0.21% | 1.42% | Q2 2015 | Q3 2023 | 25 |
Financial Architects, Inc | 18 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2020 | 25 |
Spot Trading L.L.C | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2017 | 25 |
Geneos Wealth Management Inc. | 18 | 6 | 0.00% | 0.03% | 0.19% | Q1 2016 | Q1 2022 | 24 |
Homrich & Berg | 24 | 24 | 0.02% | 0.06% | 0.13% | Q4 2015 | Q3 2021 | 24 |
Twin Tree Management, LP | 10 | 3 | 0.00% | 0.04% | 0.19% | Q1 2020 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.02% | 0.09% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 22 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 24 |
Winfield Associates, Inc. | 23 | 1 | 0.09% | 0.77% | 1.36% | Q4 2013 | Q1 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Quantitative Investment Management, LLC | 5 | 1 | 0.03% | 0.24% | 0.85% | Q2 2013 | Q3 2023 | 24 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2023 | 23 |
Anchor Investment Management, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 23 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 16 | 7 | 0.36% | 3.44% | 7.44% | Q4 2014 | Q4 2022 | 23 |
Jefferies Group LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q1 2022 | 23 |
BAROMETER CAPITAL MANAGEMENT INC. | 10 | 1 | 0.14% | 0.33% | 0.57% | Q4 2013 | Q3 2022 | 23 |
Ledyard National Bank | 23 | 23 | 0.00% | 0.26% | 1.18% | Q2 2013 | Q4 2018 | 23 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q4 2021 | 23 |
FIRST TRUST ADVISORS LP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 22 |
BDO Wealth Advisors, LLC | 13 | 9 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 22 |
StrategIQ Financial Group, LLC | 22 | 22 | 0.09% | 0.23% | 0.58% | Q2 2018 | Q3 2023 | 22 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 5 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q4 2018 | 22 |
Poehling Capital Management, INC. | 21 | 21 | 0.09% | 0.20% | 0.33% | Q4 2017 | Q4 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Mutual Advisors, LLC | 11 | 10 | 0.01% | 0.04% | 0.12% | Q1 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
American Money Management, LLC | 21 | 21 | 1.55% | 2.11% | 3.19% | Q4 2013 | Q4 2018 | 21 |
Avantax Planning Partners, Inc. | 11 | 9 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q4 2022 | 20 |
Pettinga Financial Advisors LLC | 20 | 20 | 0.14% | 0.41% | 0.71% | Q4 2018 | Q3 2023 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.06% | 0.14% | 0.23% | Q4 2018 | Q3 2023 | 20 |
Centiva Capital, LP | 7 | 1 | 0.09% | 0.43% | 1.03% | Q2 2019 | Q3 2021 | 20 |
Formidable Asset Management, LLC | 14 | 3 | 0.06% | 0.09% | 0.28% | Q1 2017 | Q3 2023 | 20 |
RPg Family Wealth Advisory, LLC | 16 | 4 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q1 2022 | 20 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 11 | 1 | 0.00% | 0.01% | 0.16% | Q4 2016 | Q3 2023 | 19 |
GREAT LAKES ADVISORS, LLC | 19 | 19 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2017 | 19 |
DEUTSCHE BANK AG\ | 11 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2023 | 19 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 19 |
DIMENSION CAPITAL MANAGEMENT LLC | 10 | 9 | 0.05% | 0.14% | 0.29% | Q2 2017 | Q1 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.01% | 0.13% | Q3 2018 | Q3 2023 | 19 |
MML INVESTORS SERVICES, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 19 |
HL FINANCIAL SERVICES LLC | 16 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 18 |
MEITAV INVESTMENT HOUSE LTD | 11 | 1 | 0.02% | 0.26% | 0.68% | Q4 2017 | Q3 2023 | 18 |
Baird Financial Group, Inc. | 9 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 18 |
BANQUE PICTET & CIE SA | 7 | 2 | 0.00% | 0.05% | 0.36% | Q2 2014 | Q3 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
TRUIST FINANCIAL CORP | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 18 |
MARSHALL & SULLIVAN INC /WA/ | 16 | 2 | 4.28% | 7.00% | 8.86% | Q2 2013 | Q3 2020 | 18 |
Hillswick Asset Management, LLC | 18 | 18 | 0.60% | 0.69% | 0.82% | Q4 2014 | Q1 2019 | 18 |
First Allied Advisory Services, Inc. | 13 | 1 | 0.01% | 0.05% | 0.07% | Q2 2014 | Q3 2019 | 18 |
NEXT Financial Group, Inc | 13 | 5 | 0.00% | 0.04% | 0.08% | Q3 2014 | Q3 2019 | 18 |
Nelson Capital Management, LLC | 10 | 8 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2018 | 18 |
NewEdge Advisors, LLC | 7 | 5 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 18 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 15 | 1 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q3 2019 | 18 |
Jacobi Capital Management LLC | 11 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 17 |
SFE Investment Counsel | 14 | 3 | 0.13% | 0.88% | 2.45% | Q1 2017 | Q3 2022 | 17 |
AMP Capital Investors Ltd | 10 | 7 | 0.05% | 0.55% | 2.03% | Q4 2016 | Q1 2021 | 17 |
American Portfolios Advisors | 12 | 1 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q3 2022 | 17 |
AE Wealth Management LLC | 8 | 2 | 0.00% | 0.02% | 0.10% | Q1 2017 | Q3 2023 | 17 |
SUNTRUST BANKS INC | 12 | 5 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2019 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q4 2012 | Q4 2016 | 17 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.01% | 0.08% | Q1 2019 | Q1 2023 | 17 |
Crescent Grove Advisors, LLC | 11 | 6 | 0.02% | 0.16% | 0.53% | Q2 2017 | Q4 2022 | 17 |
HUNTINGTON NATIONAL BANK | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 17 |
LGL PARTNERS, LLC | 8 | 4 | 0.04% | 0.11% | 0.18% | Q3 2017 | Q3 2022 | 17 |
Cetera Advisors LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 17 |
Harel Insurance Investments & Financial Services Ltd. | 13 | 2 | 0.00% | 0.49% | 2.11% | Q4 2015 | Q3 2021 | 17 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.19% | 0.34% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Belpointe Asset Management LLC | 7 | 1 | 0.01% | 0.04% | 0.12% | Q3 2017 | Q1 2023 | 16 |
Argent Trust Co | 9 | 1 | 0.02% | 0.12% | 0.23% | Q4 2014 | Q4 2019 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Stratos Wealth Partners, LTD. | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2022 | 15 |
Rehmann Capital Advisory Group | 8 | 2 | 0.02% | 0.18% | 0.27% | Q4 2016 | Q2 2022 | 15 |
SRS Capital Advisors, Inc. | 10 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
McGuire Investment Group, LLC | 9 | 6 | 0.05% | 0.12% | 0.41% | Q3 2018 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 15 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 1 | 0.02% | 0.09% | 0.14% | Q1 2017 | Q3 2022 | 15 |
Vigilant Capital Management, LLC | 15 | 15 | 0.02% | 1.85% | 3.41% | Q3 2016 | Q1 2020 | 15 |
Kistler-Tiffany Companies, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
Patten Group, Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 15 |
NATIXIS | 11 | 1 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Wagner Wealth Management, LLC | 11 | 4 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2023 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2020 | 15 |
Essex Financial Services, Inc. | 10 | 1 | 0.03% | 0.08% | 0.24% | Q4 2016 | Q1 2023 | 14 |
Oakworth Capital, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2019 | 14 |
PineBridge Investments, L.P. | 8 | 6 | 0.01% | 0.07% | 0.20% | Q4 2016 | Q1 2021 | 14 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Madden Advisory Services, Inc. | 13 | 1 | 0.04% | 0.35% | 0.49% | Q3 2015 | Q1 2019 | 14 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 14 |
Advisors Preferred, LLC | 4 | 1 | 0.00% | 0.08% | 0.70% | Q4 2013 | Q1 2023 | 14 |
Fieldpoint Private Securities, LLC | 14 | 14 | 0.42% | 0.85% | 1.55% | Q1 2017 | Q2 2020 | 14 |
GM Advisory Group, LLC | 14 | 14 | 0.06% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Vectors Research Management, LLC | 14 | 14 | 0.41% | 1.23% | 2.20% | Q1 2020 | Q2 2023 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 0.07% | 0.31% | 0.58% | Q1 2020 | Q3 2023 | 14 |
Corient Capital Partners, LLC | 14 | 14 | 0.04% | 0.10% | 0.20% | Q3 2016 | Q4 2019 | 14 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 11 | 2 | 0.01% | 0.08% | 0.19% | Q3 2019 | Q4 2022 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 1 | 0.00% | 0.11% | 0.68% | Q2 2018 | Q4 2022 | 14 |
BW Gestao de Investimentos Ltda. | 14 | 14 | 0.10% | 1.56% | 3.23% | Q4 2013 | Q1 2017 | 14 |
Exchange Capital Management, Inc. | 11 | 3 | 0.02% | 0.12% | 0.22% | Q3 2014 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.03% | 0.07% | 0.18% | Q4 2015 | Q1 2019 | 14 |
MERITAGE PORTFOLIO MANAGEMENT | 11 | 1 | 0.62% | 0.80% | 1.12% | Q2 2013 | Q4 2019 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 14 |
Ancora Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 13 |
WHITTIER TRUST CO | 9 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q4 2020 | 13 |
IndexIQ Advisors LLC | 13 | 13 | 0.00% | 0.05% | 0.15% | Q1 2017 | Q1 2020 | 13 |
LOEB PARTNERS CORP | 13 | 13 | 0.10% | 0.14% | 0.28% | Q3 2013 | Q3 2016 | 13 |
Institute for Wealth Management, LLC. | 5 | 1 | 0.04% | 0.05% | 0.09% | Q4 2017 | Q4 2022 | 13 |
MENDON CAPITAL ADVISORS CORP | 12 | 1 | 0.28% | 0.76% | 2.15% | Q1 2016 | Q3 2019 | 13 |
RWA WEALTH PARTNERS, LLC | 10 | 1 | 0.02% | 0.62% | 2.11% | Q1 2017 | Q1 2021 | 13 |
Timber Hill LLC | 6 | 1 | 0.00% | 0.03% | 0.29% | Q2 2013 | Q4 2017 | 13 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Lehman & Derafelo Financial Resources LLC | 6 | 2 | 0.01% | 0.52% | 1.39% | Q4 2018 | Q3 2022 | 13 |
FIC CAPITAL INC | 13 | 13 | 0.15% | 0.33% | 0.55% | Q3 2013 | Q3 2016 | 13 |
WINTRUST INVESTMENTS LLC | 6 | 2 | 0.03% | 0.08% | 0.12% | Q2 2018 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
REGIONS FINANCIAL CORP | 7 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2021 | 13 |
EVOKE WEALTH, LLC | 11 | 1 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2022 | 12 |
Carroll Financial Associates, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2020 | 12 |
TORONTO DOMINION BANK | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 12 |
FRANKLIN RESOURCES INC | 5 | 3 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q2 2023 | 12 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 1 | 0.10% | 0.24% | 0.40% | Q3 2015 | Q3 2023 | 12 |
Bison Wealth, LLC | 11 | 1 | 0.03% | 0.06% | 0.14% | Q3 2018 | Q2 2022 | 12 |
MBM Wealth Consultants, LLC | 12 | 12 | 0.00% | 0.09% | 0.20% | Q2 2020 | Q1 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.03% | Q3 2017 | Q1 2021 | 12 |
Circle Wealth Management, LLC | 12 | 12 | 0.06% | 0.10% | 0.15% | Q4 2016 | Q3 2019 | 12 |
Wealthspire Advisors, L.P. | 8 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 12 |
Venturi Wealth Management, LLC | 7 | 1 | 0.03% | 0.06% | 0.13% | Q2 2018 | Q2 2022 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Garrison Asset Management, LLC | 8 | 1 | 0.10% | 0.12% | 0.14% | Q2 2015 | Q4 2019 | 12 |
Heritage Wealth Advisors | 12 | 12 | 0.01% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Koshinski Asset Management, Inc. | 10 | 2 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 12 |
HNP Capital LLC | 12 | 12 | 0.63% | 1.26% | 2.09% | Q2 2020 | Q1 2023 | 12 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 12 | 12 | 0.00% | 0.08% | 0.13% | Q3 2017 | Q2 2020 | 12 |
Abbot Financial Management, Inc. | 12 | 12 | 0.15% | 0.22% | 0.30% | Q2 2020 | Q1 2023 | 12 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2022 | 12 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.26% | 2.18% | Q3 2013 | Q3 2019 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q2 2022 | 12 |
Waldron Private Wealth LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CAPE COD FIVE CENTS SAVINGS BANK | 12 | 12 | 0.05% | 0.21% | 0.31% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
ROCKLAND TRUST CO | 7 | 1 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q4 2021 | 12 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.00% | 0.06% | 0.28% | Q2 2018 | Q1 2023 | 12 |
COHEN & STEERS, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2019 | 12 |
BROWN ADVISORY INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 12 |
QUADRANT CAPITAL GROUP LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
ProVise Management Group, LLC | 11 | 11 | 0.43% | 0.73% | 1.01% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Invst, LLC | 11 | 11 | 0.09% | 0.26% | 0.37% | Q2 2017 | Q4 2019 | 11 |
Magnus Financial Group LLC | 10 | 1 | 0.02% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Cetera Investment Advisers | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Clark Capital Management Group, Inc. | 2 | 1 | 0.02% | 0.26% | 0.64% | Q2 2013 | Q3 2022 | 11 |
FIRST MIDWEST BANK TRUST DIVISION | 9 | 2 | 0.03% | 0.06% | 0.10% | Q4 2013 | Q1 2017 | 11 |
WP Advisors, LLC | 11 | 11 | 0.15% | 0.23% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Avitas Wealth Management LLC | 5 | 1 | 0.05% | 0.08% | 0.08% | Q4 2018 | Q3 2022 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 1 | 0.00% | 0.03% | 0.23% | Q4 2018 | Q3 2023 | 11 |
M Holdings Securities, Inc. | 5 | 2 | 0.12% | 0.29% | 0.99% | Q4 2013 | Q1 2023 | 11 |
Certified Advisory Corp | 11 | 11 | 0.01% | 0.08% | 0.21% | Q4 2017 | Q2 2020 | 11 |
Quantbot Technologies LP | 10 | 1 | 0.02% | 0.04% | 0.10% | Q3 2019 | Q2 2023 | 11 |
Brinker Capital Investments, LLC | 11 | 11 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q4 2015 | 11 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 6 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Laidlaw Wealth Management LLC | 7 | 4 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 11 |
CX Institutional | 4 | 1 | 0.00% | 0.07% | 0.26% | Q2 2018 | Q3 2023 | 11 |
Capital Asset Advisory Services LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 11 |
Patriot Financial Group Insurance Agency, LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q4 2021 | 11 |
ONTARIO TEACHERS PENSION PLAN BOARD | 10 | 10 | 0.19% | 0.27% | 0.39% | Q4 2016 | Q1 2019 | 10 |
Integrated Wealth Concepts LLC | 7 | 3 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 5 | 1 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q1 2022 | 10 |
Squarepoint Ops LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 10 |
WFG Advisors, LP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Granger Management LLC | 10 | 10 | 0.06% | 0.13% | 0.17% | Q4 2020 | Q1 2023 | 10 |
CABOT WEALTH MANAGEMENT INC | 9 | 1 | 0.34% | 1.05% | 1.55% | Q1 2016 | Q4 2018 | 10 |
Claraphi Advisory Network, LLC | 10 | 10 | 0.04% | 0.16% | 0.21% | Q4 2017 | Q1 2020 | 10 |
Ayalon Insurance Comp Ltd. | 6 | 2 | 0.01% | 0.13% | 0.35% | Q1 2015 | Q2 2021 | 10 |
TWO SIGMA ADVISERS, LP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2021 | 10 |
IHT Wealth Management, LLC | 6 | 4 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q4 2021 | 10 |
Relative Value Partners Group, LLC | 10 | 10 | 0.58% | 1.28% | 1.45% | Q3 2016 | Q4 2018 | 10 |
CIBC Private Wealth Group, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 10 |
LMCG INVESTMENTS, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
BAILARD, INC. | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2015 | 10 |
Chicago Partners Investment Group LLC | 10 | 10 | 0.01% | 0.07% | 0.23% | Q3 2016 | Q4 2018 | 10 |
JOHNSON INVESTMENT COUNSEL INC | 6 | 4 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 10 |
Truepoint, Inc. | 10 | 10 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q3 2022 | 10 |
BESSEMER GROUP INC | 4 | 3 | 0.00% | 0.03% | 0.11% | Q4 2015 | Q4 2021 | 10 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2022 | 10 |
Squar Milner Financial Services LLC | 10 | 10 | 0.14% | 0.31% | 0.48% | Q1 2018 | Q2 2020 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.07% | 0.27% | Q1 2019 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Edgestream Partners, L.P. | 4 | 1 | 0.01% | 0.05% | 0.12% | Q4 2018 | Q3 2022 | 9 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 9 | 9 | 1.16% | 1.60% | 2.14% | Q1 2020 | Q1 2022 | 9 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2021 | 9 |
EQUITABLE TRUST CO | 7 | 2 | 0.04% | 0.14% | 0.43% | Q2 2018 | Q2 2021 | 9 |
STEPHENS INC /AR/ | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.00% | 0.03% | 0.11% | Q3 2014 | Q2 2023 | 9 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
M&T BANK CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 9 |
Main Management ETF Advisors, LLC | 9 | 9 | 9.40% | 10.30% | 11.00% | Q4 2017 | Q4 2019 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
Arkadios Wealth Advisors | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 9 |
Aristides Capital LLC | 9 | 9 | 0.11% | 0.15% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Mirae Asset Global Investments Co., Ltd. | 3 | 1 | 0.00% | 0.05% | 0.12% | Q4 2010 | Q3 2021 | 9 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q4 2022 | 9 |
BANK OF HAWAII | 9 | 9 | 0.08% | 0.09% | 0.10% | Q3 2014 | Q3 2016 | 9 |
CAPITAL GUARDIAN TRUST CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.04% | 0.04% | 0.06% | Q1 2016 | Q1 2018 | 8 |
WEST PACES ADVISORS INC. | 6 | 2 | 0.01% | 0.02% | 0.09% | Q1 2018 | Q2 2020 | 8 |
HighMark Wealth Management LLC | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Kesler, Norman & Wride, LLC | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2022 | 8 |
FORVIS Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q4 2019 | 8 |
Bray Capital Advisors | 6 | 2 | 0.03% | 0.04% | 0.04% | Q2 2015 | Q2 2019 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PALISADE CAPITAL MANAGEMENT, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 8 |
PAYDEN & RYGEL | 8 | 8 | 0.08% | 0.19% | 0.42% | Q4 2020 | Q3 2022 | 8 |
Cypress Capital Management LLC (WY) | 8 | 8 | 0.12% | 0.62% | 0.90% | Q1 2017 | Q4 2018 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q1 2017 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Private Wealth Advisors, LLC | 7 | 1 | 0.55% | 0.78% | 1.01% | Q4 2019 | Q1 2022 | 8 |
EJF Capital LLC | 4 | 1 | 0.02% | 2.50% | 5.52% | Q1 2017 | Q3 2020 | 8 |
First Capital Advisors Group, LLC. | 8 | 8 | 0.18% | 0.39% | 0.70% | Q4 2016 | Q3 2018 | 8 |
Objective Capital Management, LLC | 8 | 8 | 0.26% | 0.35% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Lehman Financial Resources, Inc. | 8 | 8 | 2.75% | 3.07% | 3.22% | Q4 2016 | Q3 2018 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Glassman Wealth Services | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
TRUST CO OF VERMONT | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Tradewinds Capital Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Compagnie Lombard Odier SCmA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
SEI INVESTMENTS CO | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 8 |
MATHER GROUP, LLC. | 8 | 8 | 0.02% | 0.84% | 1.56% | Q2 2017 | Q1 2019 | 8 |
SeaTown Holdings Pte. Ltd. | 6 | 1 | 0.26% | 1.45% | 2.87% | Q3 2016 | Q4 2018 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Intercontinental Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.08% | 0.09% | Q3 2020 | Q2 2022 | 8 |
Coury Firm Asset Management LLC | 8 | 8 | 0.42% | 0.47% | 0.54% | Q4 2021 | Q3 2023 | 8 |
HOWARD HUGHES MEDICAL INSTITUTE | 8 | 8 | 2.01% | 2.28% | 2.49% | Q1 2017 | Q4 2018 | 8 |
COWA, LLC | 8 | 8 | 0.11% | 0.16% | 0.19% | Q4 2020 | Q3 2022 | 8 |
BB&T SECURITIES, LLC | 8 | 8 | 0.00% | 0.02% | 0.02% | Q3 2016 | Q2 2018 | 8 |
Horrell Capital Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
VisionPoint Advisory Group, LLC | 7 | 1 | 0.00% | 0.36% | 0.60% | Q4 2020 | Q2 2023 | 8 |
Chanos & Co LP | 6 | 6 | 0.04% | 1.08% | 4.38% | Q3 2016 | Q4 2017 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Guidant Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 8 |
Itau Unibanco Holding S.A. | 7 | 1 | 0.01% | 0.67% | 1.12% | Q4 2019 | Q3 2023 | 8 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 1 | 0.00% | 0.04% | 0.16% | Q3 2013 | Q2 2021 | 8 |
MUFG Americas Holdings Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Tibra Equities Europe Ltd | 3 | 1 | 0.21% | 1.59% | 3.43% | Q1 2018 | Q4 2020 | 7 |
Jackson Hole Capital Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.05% | 0.30% | Q4 2014 | Q2 2018 | 7 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 2 | 0.00% | 0.02% | 0.12% | Q1 2021 | Q4 2022 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
WRAPMANAGER INC | 7 | 7 | 0.31% | 0.42% | 0.50% | Q3 2012 | Q1 2014 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q4 2022 | 7 |
GRANDFIELD & DODD, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 7 |
FIDUCIARY TRUST INTERNATIONAL LLC | 2 | 1 | 0.02% | 0.06% | 0.08% | Q4 2016 | Q1 2020 | 7 |
Cornerstone Financial Partners, LLC | 7 | 7 | 0.10% | 0.25% | 0.40% | Q2 2016 | Q4 2017 | 7 |
Dorsey & Whitney Trust CO LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2020 | 7 |
Mascoma Wealth Management LLC | 6 | 1 | 0.00% | 0.02% | 0.09% | Q1 2021 | Q4 2022 | 7 |
CONNABLE OFFICE INC | 7 | 7 | 1.19% | 1.27% | 1.36% | Q2 2013 | Q4 2014 | 7 |
Edge Wealth Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Leonard Capital Management, Inc. | 7 | 7 | 0.70% | 0.97% | 1.16% | Q2 2013 | Q4 2014 | 7 |
Ulland Investment Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Stadion Money Management, LLC | 6 | 1 | 0.50% | 0.63% | 0.70% | Q2 2015 | Q4 2017 | 7 |
Braver Wealth Management, LLC | 7 | 7 | 0.76% | 1.51% | 2.88% | Q2 2015 | Q4 2016 | 7 |
CREDIT AGRICOLE S A | 4 | 2 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 7 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.02% | 0.06% | 0.09% | Q2 2015 | Q2 2018 | 7 |
Arlington Capital Management, Inc. | 7 | 7 | 0.89% | 2.94% | 4.60% | Q2 2020 | Q4 2021 | 7 |
Olympiad Research LP | 7 | 7 | 0.20% | 0.71% | 1.86% | Q1 2021 | Q3 2022 | 7 |
Zuckerman Investment Group, LLC | 7 | 7 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q4 2021 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2016 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q4 2015 | 7 |
PRUDENTIAL FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
INTEGRAL DERIVATIVES, LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q1 2018 | 7 |
VICUS CAPITAL | 3 | 1 | 0.16% | 0.26% | 0.46% | Q4 2016 | Q1 2022 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Garde Capital, Inc. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Sarasin & Partners LLP | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2016 | 6 |
Lee Financial Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Surevest, LLC | 6 | 6 | 0.13% | 0.59% | 1.23% | Q4 2018 | Q1 2020 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.02% | 0.33% | 1.67% | Q2 2015 | Q3 2016 | 6 |
Miller Investment Management, LP | 6 | 6 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q3 2014 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Almanack Investment Partners, LLC. | 4 | 2 | 0.03% | 1.02% | 4.18% | Q4 2017 | Q2 2021 | 6 |
First Horizon Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 6 | 6 | 1.20% | 1.88% | 2.31% | Q3 2021 | Q4 2022 | 6 |
J Arnold Wealth Management Co | 4 | 1 | 0.01% | 0.14% | 0.82% | Q4 2019 | Q4 2022 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.00% | 0.09% | 0.52% | Q2 2022 | Q3 2023 | 6 |
Raab & Moskowitz Asset Management LLC | 6 | 6 | 0.10% | 0.12% | 0.14% | Q3 2018 | Q4 2019 | 6 |
Great Diamond Partners, LLC | 6 | 6 | 0.28% | 0.29% | 0.32% | Q1 2021 | Q2 2022 | 6 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q1 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Legacy Capital Wealth Partners, LLC | 6 | 6 | 0.86% | 1.65% | 2.12% | Q1 2022 | Q2 2023 | 6 |
D. E. Shaw & Co., Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2023 | 6 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
Concert Wealth Management Inc. | 4 | 1 | 0.04% | 0.07% | 0.09% | Q4 2014 | Q4 2016 | 6 |
jvl associates llc | 6 | 6 | 1.81% | 2.08% | 2.28% | Q4 2017 | Q1 2019 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
DOCK STREET ASSET MANAGEMENT INC | 6 | 6 | 1.99% | 2.52% | 3.56% | Q4 2016 | Q1 2018 | 6 |
GRIMES & COMPANY, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2019 | 6 |
STUYVESANT CAPITAL MANAGEMENT | 6 | 6 | 3.79% | 8.16% | 11.64% | Q1 2015 | Q2 2016 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
Capital Advisory Group Advisory Services, LLC | 6 | 6 | 0.00% | 0.08% | 0.48% | Q1 2018 | Q2 2019 | 6 |
RAY GERALD L & ASSOCIATES LTD | 5 | 1 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q3 2017 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
United Asset Strategies, Inc. | 6 | 6 | 1.07% | 1.17% | 1.24% | Q3 2021 | Q4 2022 | 6 |
Seneca House Advisors | 6 | 6 | 2.05% | 2.65% | 2.89% | Q4 2017 | Q1 2019 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 2 | 0.00% | 0.06% | 0.13% | Q1 2017 | Q4 2022 | 6 |
Pinnacle Advisory Group, Inc. | 4 | 2 | 0.02% | 0.51% | 2.09% | Q2 2013 | Q1 2021 | 6 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 6 | 6 | 0.80% | 1.22% | 1.82% | Q1 2021 | Q2 2022 | 6 |
Asset Dedication, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q1 2020 | 6 |
Aaron Wealth Advisors LLC | 6 | 6 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
EXANE DERIVATIVES | 6 | 6 | 0.00% | 0.16% | 0.34% | Q1 2021 | Q2 2022 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 1 | 0.47% | 1.16% | 1.72% | Q4 2017 | Q4 2019 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2017 | 5 |
SYMPHONY ASSET MANAGEMENT LLC | 5 | 5 | 0.04% | 1.77% | 3.00% | Q3 2016 | Q3 2017 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 5 |
Epstein & White Financial LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q2 2021 | 5 |
ALTFEST L J & CO INC | 5 | 5 | 0.55% | 0.90% | 1.20% | Q3 2017 | Q3 2018 | 5 |
ANGELES WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Capital Investment Advisory Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 5 |
OneDigital Investment Advisors LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q4 2019 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2021 | 5 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.13% | Q1 2017 | Q3 2017 | 5 |
Delek Group, Ltd. | 4 | 1 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q1 2019 | 5 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.05% | 0.11% | Q2 2020 | Q4 2022 | 5 |
Key Client Fiduciary Advisors, LLC | 5 | 5 | 3.15% | 4.23% | 4.87% | Q4 2021 | Q4 2022 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Well Done, LLC | 5 | 5 | 0.10% | 0.12% | 0.12% | Q2 2017 | Q2 2018 | 5 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.04% | 0.16% | Q3 2019 | Q2 2021 | 5 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 5 | 5 | 0.61% | 1.35% | 2.47% | Q3 2014 | Q3 2015 | 5 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Vontobel Holding Ltd. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 1 | 0.94% | 2.31% | 3.34% | Q4 2015 | Q2 2023 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 5 |
Pendal Group Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 5 |
Clal Insurance Enterprises Holdings Ltd | 4 | 1 | 0.37% | 0.91% | 1.88% | Q4 2014 | Q3 2021 | 5 |
Phoenix Holdings Ltd. | 2 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2021 | 5 |
Biltmore Family Office, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Cerity Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2022 | 5 |
Proficio Capital Partners LLC | 5 | 5 | 0.28% | 0.35% | 0.50% | Q4 2015 | Q4 2016 | 5 |
Founders Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Arthur Zaske & Associates, LLC | 5 | 5 | 0.20% | 0.28% | 0.39% | Q4 2016 | Q4 2017 | 5 |
V Wealth Advisors LLC | 5 | 5 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 5 |
Csenge Advisory Group | 2 | 1 | 0.02% | 0.10% | 0.25% | Q1 2018 | Q3 2022 | 5 |
Winch Advisory Services, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
KELLOGG W K FOUNDATION TRUST | 5 | 5 | 0.54% | 0.88% | 1.11% | Q4 2016 | Q4 2017 | 5 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 5 | 5 | 0.26% | 0.28% | 0.32% | Q2 2013 | Q2 2014 | 5 |
Westside Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.02% | 0.08% | Q2 2020 | Q3 2023 | 5 |
Turim 21 Investimentos Ltda. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
Cooper Financial Group | 5 | 5 | 0.13% | 0.14% | 0.15% | Q4 2018 | Q4 2019 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Janney Capital Management LLC | 2 | 1 | 0.65% | 0.91% | 1.33% | Q1 2019 | Q2 2021 | 5 |
WESPAC Advisors SoCal, LLC | 4 | 4 | 0.16% | 0.18% | 0.21% | Q1 2019 | Q4 2019 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Country Club Trust Company, n.a. | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q4 2016 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 4 |
American Institute for Advanced Investment Management, LLP | 4 | 4 | 0.15% | 0.24% | 0.30% | Q3 2021 | Q2 2022 | 4 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 4 |
Wealthstreet Investment Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 4 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 1.38% | 2.70% | 4.20% | Q4 2013 | Q2 2021 | 4 |
Gateway Advisory, LLC | 3 | 1 | 0.14% | 0.18% | 0.28% | Q2 2013 | Q2 2014 | 4 |
WEALTHSOURCE PARTNERS, LLC | 3 | 1 | 0.35% | 0.69% | 0.84% | Q4 2016 | Q1 2018 | 4 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 4 | 4 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q1 2014 | 4 |
Horizon Investments, LLC | 2 | 1 | 3.11% | 3.69% | 4.62% | Q1 2014 | Q3 2016 | 4 |
Hefty Wealth Partners | 3 | 1 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q1 2018 | 4 |
XR Securities LLC | 2 | 1 | 0.00% | 0.23% | 0.54% | Q3 2018 | Q2 2020 | 4 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.22% | 0.93% | 1.28% | Q4 2016 | Q2 2020 | 4 |
Onex Canada Asset Management Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q1 2016 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.81% | 1.27% | 1.50% | Q2 2013 | Q2 2017 | 4 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 4 | 4 | 0.25% | 0.67% | 1.89% | Q2 2017 | Q1 2018 | 4 |
PEAK6 Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2016 | 4 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.68% | 1.12% | 1.87% | Q3 2020 | Q1 2022 | 4 |
Paradigm Financial Advisors, LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q1 2021 | Q4 2021 | 4 |
Evolution Wealth Advisors, LLC | 3 | 1 | 0.02% | 1.18% | 1.68% | Q4 2018 | Q3 2023 | 4 |
Financial Sense Advisors, Inc. | 2 | 1 | 0.15% | 1.80% | 3.52% | Q2 2017 | Q4 2022 | 4 |
Costello Asset Management, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
TD ASSET MANAGEMENT INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q4 2017 | 4 |
WESPAC Advisors, LLC | 4 | 4 | 0.47% | 0.73% | 1.01% | Q3 2013 | Q2 2014 | 4 |
CERTUITY, LLC | 3 | 1 | 0.04% | 0.10% | 0.27% | Q2 2020 | Q1 2022 | 4 |
David J Yvars Group | 4 | 4 | 0.11% | 0.13% | 0.14% | Q2 2021 | Q1 2022 | 4 |
Independent Portfolio Consultants, Inc. | 3 | 1 | 0.12% | 0.44% | 0.67% | Q1 2014 | Q4 2015 | 4 |
First Heartland Consultants, Inc. | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2016 | Q3 2017 | 4 |
KWMG, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Aries Wealth Management | 4 | 4 | 0.21% | 0.22% | 0.23% | Q4 2017 | Q3 2018 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.36% | 0.74% | Q4 2021 | Q4 2022 | 4 |
GoalVest Advisory LLC | 2 | 2 | 0.00% | 0.41% | 0.58% | Q1 2021 | Q2 2022 | 4 |
Capital Investment Counsel, Inc | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 4 |
ALLIANCEBERNSTEIN L.P. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 4 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2021 | 4 |
Wealth Management Solutions, LLC | 4 | 4 | 0.47% | 1.59% | 2.80% | Q1 2022 | Q4 2022 | 4 |
RiverFront Investment Group, LLC | 4 | 4 | 0.34% | 0.59% | 0.96% | Q1 2010 | Q4 2010 | 4 |
GUYASUTA INVESTMENT ADVISORS INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Advisor Resource Council | 4 | 4 | 0.07% | 0.18% | 0.37% | Q2 2021 | Q1 2022 | 4 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.04% | 0.13% | 0.21% | Q1 2014 | Q2 2015 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Krilogy Financial LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2016 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Alpine Global Management, LLC | 2 | 1 | 0.11% | 0.31% | 0.53% | Q2 2017 | Q4 2018 | 4 |
Orinda Asset Management LLC | 4 | 4 | 0.41% | 0.50% | 0.61% | Q3 2014 | Q2 2015 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.44% | 0.58% | 0.78% | Q4 2022 | Q3 2023 | 4 |
CADINHA & CO LLC | 4 | 4 | 0.27% | 1.57% | 2.28% | Q4 2017 | Q3 2018 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Rokos Capital Management LLP | 4 | 4 | 0.49% | 0.61% | 0.72% | Q4 2020 | Q3 2021 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Archford Capital Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
SHEPHERD KAPLAN KROCHUK, LLC | 4 | 4 | 0.16% | 0.20% | 0.23% | Q3 2018 | Q2 2019 | 4 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 4 |
Horizon Family Wealth, Inc. | 4 | 4 | 0.47% | 0.55% | 0.71% | Q4 2022 | Q3 2023 | 4 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 4 | 4 | 0.21% | 0.22% | 0.26% | Q4 2020 | Q3 2021 | 4 |
Snowden Capital Advisors LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.28% | 0.72% | Q2 2013 | Q1 2017 | 4 |
People's United Financial, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 4 |
JCSD Capital, LLC | 4 | 4 | 4.56% | 6.89% | 9.17% | Q4 2022 | Q3 2023 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 1 | 2.07% | 2.36% | 3.05% | Q1 2014 | Q3 2016 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q3 2018 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.33% | 0.85% | Q2 2014 | Q1 2022 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
FIL Ltd | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
FIFTH THIRD SECURITIES, INC. | 2 | 1 | 0.02% | 0.10% | 0.24% | Q1 2021 | Q3 2023 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.12% | 0.12% | 0.13% | Q4 2017 | Q2 2018 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q2 2020 | 3 |
BOSTON ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.32% | 0.95% | Q4 2019 | Q2 2020 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Guild Investment Management, Inc. | 2 | 1 | 6.64% | 11.30% | 18.74% | Q2 2017 | Q1 2018 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 3 |
PARK AVENUE SECURITIES LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 3 |
Bouchey Financial Group Ltd | 3 | 3 | 1.42% | 1.48% | 1.51% | Q3 2021 | Q1 2022 | 3 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 3 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.03% | 0.13% | 0.19% | Q4 2015 | Q2 2021 | 3 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.23% | 0.70% | Q4 2016 | Q3 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 3 | 0.04% | 0.06% | 0.10% | Q3 2018 | Q1 2019 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 3 |
GUARDIAN POINT CAPITAL, LP | 3 | 3 | 10.26% | 10.97% | 11.97% | Q1 2018 | Q3 2018 | 3 |
WBH ADVISORY INC | 3 | 3 | 0.03% | 0.11% | 0.23% | Q3 2021 | Q1 2022 | 3 |
Faithward Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q2 2017 | 3 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q1 2022 | 3 |
Spectrum Asset Management, Inc. (NB/CA) | 3 | 3 | 2.44% | 2.83% | 3.04% | Q2 2015 | Q4 2015 | 3 |
F3Logic, LLC | 3 | 3 | 0.06% | 0.11% | 0.14% | Q4 2018 | Q2 2019 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
CONDOR CAPITAL MANAGEMENT | 3 | 3 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q4 2013 | 3 |
Leeward Financial Partners, LLC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q4 2021 | Q2 2022 | 3 |
OXFORD FINANCIAL GROUP, LTD. LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
INVERNESS COUNSEL LLC /NY/ | 3 | 3 | 0.02% | 0.08% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Optimum Quantvest Corp | 2 | 1 | 0.23% | 0.46% | 0.58% | Q2 2019 | Q1 2020 | 3 |
New England Capital Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
COMMUNITY BANK SYSTEM, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
SMITH, MOORE & CO. | 3 | 3 | 0.16% | 0.26% | 0.39% | Q4 2020 | Q2 2021 | 3 |
FDx Advisors, Inc. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q4 2014 | 3 |
Kernodle & Katon Asset Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2016 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 3 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.00% | 0.11% | 0.22% | Q4 2017 | Q2 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.09% | 0.13% | 0.17% | Q4 2019 | Q2 2020 | 3 |
Banco Santander, S.A. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
EP Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Evercore Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 3 |
Essex Savings Bank | 3 | 3 | 0.03% | 0.05% | 0.05% | Q4 2018 | Q2 2019 | 3 |
LifePlan Financial Group, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
FinTrust Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Hexagon Capital Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Wealthfront Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ruggie Capital Group | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Atria Investments, Inc | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
MILLIE CAPITAL MANAGEMENT, LLC | 3 | 3 | 3.02% | 3.15% | 3.40% | Q2 2015 | Q4 2015 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.03% | 0.06% | 0.11% | Q1 2021 | Q3 2021 | 3 |
LAZARD ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
WEXFORD CAPITAL LP | 1 | 1 | 0.20% | 1.00% | 1.95% | Q3 2015 | Q2 2023 | 3 |
AMERICAN CENTURY COMPANIES INC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2016 | Q2 2017 | 3 |
Y.D. More Investments Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bayesian Capital Management, LP | 2 | 1 | 0.03% | 0.07% | 0.14% | Q1 2020 | Q2 2023 | 3 |
WEDBUSH SECURITIES INC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q3 2018 | 3 |
WAFRA INC. | 3 | 3 | 0.59% | 0.91% | 1.08% | Q4 2013 | Q2 2014 | 3 |
SG3 Management, LLC | 2 | 1 | 0.07% | 0.12% | 0.22% | Q4 2016 | Q2 2020 | 3 |
COMERICA SECURITIES,INC. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q4 2021 | 3 |
PRIVATE ASSET MANAGEMENT INC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Clear Perspectives Financial Planning, LLC | 2 | 2 | 0.00% | 0.39% | 0.78% | Q1 2022 | Q2 2022 | 2 |
QUATTRO FINANCIAL ADVISORS LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q1 2017 | Q2 2017 | 2 |
VAN ECK ASSOCIATES CORP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q1 2017 | 2 |
CATAPULT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.10% | 0.12% | Q3 2013 | Q4 2013 | 2 |
Quintium Advisors, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q3 2015 | Q4 2015 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.08% | 0.23% | 0.38% | Q4 2017 | Q1 2018 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.02% | 0.06% | 0.10% | Q2 2023 | Q3 2023 | 2 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
USCA RIA LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q2 2021 | 2 |
qPULA Trading Management LP | 2 | 2 | 0.49% | 0.76% | 1.04% | Q4 2021 | Q1 2022 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 2 |
Freedom Investment Management, Inc. | 1 | 1 | 0.01% | 0.14% | 0.27% | Q1 2017 | Q4 2017 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Verity Asset Management, Inc. | 1 | 1 | 0.22% | 0.48% | 0.73% | Q4 2014 | Q4 2015 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WILLIAMS JONES & ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Fortress Investment Group LLC | 1 | 1 | 0.11% | 0.16% | 0.21% | Q1 2014 | Q3 2014 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FIFTH LANE CAPITAL, LP | 2 | 2 | 0.30% | 0.92% | 1.54% | Q4 2021 | Q1 2022 | 2 |
MKP Capital Management, L.L.C. | 1 | 1 | 1.03% | 26.41% | 51.78% | Q1 2016 | Q3 2016 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 1.97% | 2.09% | 2.21% | Q4 2021 | Q1 2022 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.38% | 0.38% | 0.38% | Q4 2017 | Q1 2018 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.22% | 0.23% | 0.25% | Q2 2021 | Q3 2021 | 2 |
Sigma Planning Corp | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Caption Management, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 2 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 2 | 2 | 1.21% | 1.62% | 2.04% | Q3 2021 | Q4 2021 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q4 2022 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2017 | Q1 2018 | 2 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.19% | 0.38% | Q2 2013 | Q4 2020 | 2 |
Dakota Wealth Management | 2 | 2 | 0.09% | 0.14% | 0.19% | Q2 2018 | Q3 2018 | 2 |
L2 Asset Management, LLC | 2 | 2 | 0.45% | 0.62% | 0.80% | Q1 2020 | Q2 2020 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q4 2015 | 2 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2021 | 2 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 2 |
Centric Wealth Management | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2020 | Q1 2021 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.01% | 0.45% | 0.88% | Q4 2021 | Q1 2022 | 2 |
Empire Life Investments Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
BRINKER CAPITAL INC | 2 | 2 | 1.01% | 1.10% | 1.19% | Q1 2014 | Q2 2014 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2022 | 2 |
TMD Wealth Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q4 2022 | 2 |
CI INVESTMENTS INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.08% | 0.13% | 0.19% | Q1 2017 | Q1 2018 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
MADISON INVESTMENT HOLDINGS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q1 2021 | Q2 2021 | 2 |
Raffles Associates | 2 | 2 | 4.86% | 6.18% | 7.50% | Q3 2020 | Q4 2020 | 2 |
Lineweaver Wealth Advisors, LLC | 2 | 2 | 0.20% | 0.27% | 0.34% | Q2 2023 | Q3 2023 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.43% | 0.45% | 0.48% | Q1 2021 | Q1 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.13% | 0.15% | Q1 2021 | Q2 2021 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Bullseye Investment Management, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Resolute Advisors LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q2 2021 | 2 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 1.58% | 3.41% | 5.23% | Q4 2017 | Q3 2018 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
FIRST AMERICAN TRUST, FSB | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2018 | Q2 2018 | 2 |
Alphadyne Asset Management LP | 2 | 2 | 3.44% | 3.72% | 4.00% | Q1 2016 | Q2 2016 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 0.40% | 0.43% | 0.45% | Q4 2021 | Q1 2022 | 2 |
ING GROEP NV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
Cambridge Advisors Inc. | 2 | 2 | 0.14% | 0.18% | 0.22% | Q4 2015 | Q1 2016 | 2 |
Angeles Investment Advisors, LLC | 2 | 2 | 0.05% | 0.13% | 0.20% | Q1 2019 | Q2 2019 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Melqart Asset Management (UK) Ltd | 2 | 2 | 0.11% | 0.23% | 0.35% | Q4 2020 | Q1 2021 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Marshall Financial Group LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Banque Cantonale Vaudoise | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q4 2016 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.17% | 0.21% | 0.24% | Q3 2019 | Q1 2020 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
SUMIT CAPITAL, LLC | 2 | 2 | 0.77% | 0.80% | 0.83% | Q4 2013 | Q1 2014 | 2 |
INNEALTA CAPITAL, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
RVW Wealth, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q4 2019 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
ROTHSCHILD INVESTMENT LLC /IL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.05% | 0.74% | 1.43% | Q1 2017 | Q2 2021 | 2 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.36% | 0.38% | 0.40% | Q2 2013 | Q3 2013 | 2 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q1 2023 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.02% | 0.12% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2016 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q3 2016 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Resonant Capital Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Family Management Corp | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Placemark Investments, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Global Endowment Management, LP | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q2 2019 | 2 |
QVR LLC | 1 | 1 | 0.04% | 0.19% | 0.34% | Q4 2018 | Q2 2019 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Clarity Financial LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2016 | Q3 2016 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q2 2021 | Q2 2021 | 1 |
Tidal Investments LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Balentine LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Northern Right Capital Management, L.P. | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2017 | Q2 2017 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2015 | Q4 2015 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 4.67% | 4.67% | 4.67% | Q1 2023 | Q1 2023 | 1 |
Impala Asset Management LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2016 | Q3 2016 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2015 | Q2 2015 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Napier Park Global Capital (US) LP | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2017 | Q2 2017 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2023 | Q1 2023 | 1 |
Tilden Park Management I LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2017 | Q4 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2022 | Q1 2022 | 1 |
EAGLE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q4 2021 | Q4 2021 | 1 |
Thiel Macro LLC | 1 | 1 | 3.01% | 3.01% | 3.01% | Q3 2018 | Q3 2018 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Algebris Investments (UK) LLP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2016 | Q1 2016 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2018 | Q1 2018 | 1 |
Diametric Capital, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2020 | Q4 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
West Tower Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2013 | Q2 2013 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 4.76% | 4.76% | 4.76% | Q1 2016 | Q1 2016 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2016 | Q4 2016 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Algebris (UK) Ltd | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2017 | Q3 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SILVERBACK ASSET MANAGEMENT LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2014 | Q3 2014 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Key Square Capital Management LLC | 1 | 1 | 2.21% | 2.21% | 2.21% | Q1 2018 | Q1 2018 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Rothschild Capital Partners, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2019 | Q4 2019 | 1 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
HARDING LOEVNER LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PointState Capital LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2021 | Q1 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TradeLink Capital LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2016 | Q2 2016 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2021 | Q2 2021 | 1 |
Evolution Capital Management LLC | 1 | 1 | 2.34% | 2.34% | 2.34% | Q4 2022 | Q4 2022 | 1 |
Fiera Capital Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
Pinion Investment Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
PARK CIRCLE Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Capital Advisors Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NVWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Falcon Wealth Planning | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Dynasty Wealth Management, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2017 | Q4 2017 | 1 |
DREMAN VALUE MANAGEMENT, L L C | 1 | 1 | 18.76% | 18.76% | 18.76% | Q1 2018 | Q1 2018 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
IRON Financial LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2014 | Q2 2014 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2013 | Q3 2013 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Berkeley Capital Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2015 | Q4 2015 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Brookstone Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Graypoint LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Walleye Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2022 | Q3 2022 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2009 | Q2 2009 | 1 |
Veracity Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Maven Securities LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
AFAM CAPITAL, INC. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2016 | Q4 2016 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2016 | Q4 2016 | 1 |
Cyrus J. Lawrence, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2023 | Q2 2023 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2015 | Q2 2015 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2018 | Q1 2018 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2018 | Q1 2018 | 1 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2015 | Q4 2015 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Parker Investment Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2015 | Q4 2015 | 1 |
WELCH CAPITAL PARTNERS LLC/NY | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2018 | Q4 2018 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2014 | Q4 2014 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2019 | Q4 2019 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q2 2023 | Q2 2023 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Financial Services Advisory Inc | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 3.42% | 3.42% | 3.42% | Q1 2021 | Q1 2021 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2021 | Q2 2021 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2015 | Q4 2015 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q2 2013 | Q2 2013 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Ensign Peak Advisors, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Ergoteles LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Portfolio Strategies Inc | 1 | 1 | 2.35% | 2.35% | 2.35% | Q4 2016 | Q4 2016 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
IMS Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2016 | Q3 2016 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
LGT CAPITAL PARTNERS LTD. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Swaine & Leidel Wealth Services, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2021 | Q3 2021 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NexWave Capital Partners LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2019 | Q4 2019 | 1 |
Stifel Trust Company, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Price Capital Management, Inc. | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2017 | Q4 2017 | 1 |
Activest Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BROADMARK ASSET MANAGEMENT LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2017 | Q2 2017 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own SPDR SERIES TRUST or have owned SPDR SERIES TRUST in the past.