Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 112 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 102 |
BARCLAYS PLC | 39 | 39 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q4 2022 | 97 |
Walleye Trading LLC | 24 | 17 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 95 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.10% | Q1 2012 | Q3 2023 | 94 |
Citadel Advisors | 31 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 89 |
JANE STREET GROUP, LLC | 21 | 2 | 0.00% | 0.01% | 0.22% | Q1 2014 | Q3 2023 | 70 |
WOLVERINE TRADING, LLC | 10 | 2 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q2 2023 | 57 |
HUNTINGTON NATIONAL BANK | 36 | 21 | 0.00% | 0.02% | 0.14% | Q1 2009 | Q3 2023 | 57 |
D. E. Shaw & Co., Inc. | 11 | 5 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q4 2022 | 56 |
Twin Tree Management, LP | 16 | 1 | 0.00% | 0.05% | 0.31% | Q1 2014 | Q2 2023 | 48 |
PEAK6 Group LLC | 11 | 2 | 0.00% | 0.01% | 0.16% | Q2 2013 | Q2 2018 | 47 |
First Horizon Advisors, Inc. | 42 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 46 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 46 |
PEAK6 Investments LLC | 15 | 2 | 0.00% | 0.01% | 0.08% | Q3 2018 | Q3 2023 | 46 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.02% | 0.05% | Q4 2012 | Q3 2023 | 44 |
HSBC HOLDINGS PLC | 37 | 1 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 44 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
DAVIS SELECTED ADVISERS | 42 | 42 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.16% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Boston Common Asset Management, LLC | 42 | 42 | 0.38% | 0.96% | 1.71% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.02% | 0.12% | 0.49% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MUFG Americas Holdings Corp | 37 | 5 | 0.00% | 0.02% | 0.09% | Q4 2010 | Q3 2022 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.11% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.05% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.02% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
HARBOUR INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.42% | 0.98% | 1.42% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Cardinal Capital Management | 42 | 42 | 0.46% | 0.73% | 1.02% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 0.23% | 0.45% | 0.87% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.11% | 0.22% | 0.32% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.40% | 0.88% | 1.23% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
LINCLUDEN MANAGEMENT LTD | 42 | 42 | 0.01% | 0.48% | 1.40% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.38% | 1.25% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.00% | 0.03% | 0.38% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
HARDING LOEVNER LP | 42 | 42 | 2.36% | 3.65% | 5.07% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.05% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Sustainable Growth Advisers, LP | 42 | 42 | 0.04% | 2.27% | 3.98% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WEATHERLY ASSET MANAGEMENT L. P. | 42 | 42 | 0.16% | 0.40% | 0.92% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.08% | 0.20% | 0.26% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.04% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BOKF, NA | 32 | 9 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Ativo Capital Management LLC | 41 | 41 | 1.92% | 4.22% | 8.68% | Q2 2013 | Q2 2023 | 41 |
Capital Investment Counsel, Inc | 41 | 41 | 0.19% | 0.39% | 1.03% | Q3 2013 | Q3 2023 | 41 |
JARISLOWSKY, FRASER Ltd | 29 | 12 | 0.12% | 0.19% | 0.27% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 41 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 22 | 19 | 0.19% | 0.56% | 6.66% | Q2 2013 | Q3 2023 | 41 |
Parallax Volatility Advisers, L.P. | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2019 | 40 |
Advisors Asset Management, Inc. | 29 | 11 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
J.P. Morgan Private Wealth Advisors LLC | 38 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
ClearBridge Investments | 30 | 10 | 0.00% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 40 |
Sequoia Financial Advisors, LLC | 40 | 40 | 0.01% | 0.07% | 0.31% | Q4 2013 | Q3 2023 | 40 |
CREDIT SUISSE AG/ | 23 | 17 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q1 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.04% | 0.09% | 0.20% | Q4 2013 | Q3 2023 | 40 |
SIGNATUREFD, LLC | 26 | 14 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 40 |
MAI Capital Management | 39 | 39 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
CENTRAL TRUST Co | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.03% | 0.10% | Q1 2014 | Q3 2023 | 39 |
FMR LLC | 31 | 8 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q4 2022 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 1 | 0.00% | 0.11% | 0.24% | Q1 2014 | Q3 2023 | 38 |
HOWE & RUSLING INC | 38 | 38 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2022 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2022 | 38 |
Saturna Capital CORP | 36 | 2 | 0.02% | 0.92% | 1.45% | Q2 2013 | Q3 2023 | 38 |
DEUTSCHE BANK AG\ | 26 | 1 | 0.00% | 0.03% | 0.17% | Q3 2013 | Q3 2023 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.05% | 0.13% | 0.20% | Q2 2013 | Q3 2022 | 38 |
RAYMOND JAMES TRUST N.A. | 33 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 38 |
CULLEN/FROST BANKERS, INC. | 20 | 3 | 0.00% | 0.04% | 0.34% | Q2 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.09% | Q4 2014 | Q3 2023 | 37 |
Cardinal Capital Management, Inc. | 37 | 37 | 0.06% | 0.54% | 1.19% | Q3 2014 | Q3 2023 | 37 |
Mirae Asset Global Investments Co., Ltd. | 34 | 3 | 0.00% | 0.01% | 0.06% | Q4 2011 | Q3 2021 | 37 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q1 2022 | 36 |
BNP PARIBAS FINANCIAL MARKETS | 29 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
NAPLES GLOBAL ADVISORS, LLC | 36 | 36 | 0.14% | 0.47% | 0.74% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q1 2022 | 36 |
BLAIR WILLIAM & CO/IL | 36 | 36 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2022 | 36 |
CRAWFORD INVESTMENT COUNSEL INC | 36 | 36 | 0.28% | 0.92% | 1.62% | Q4 2014 | Q3 2023 | 36 |
Atria Investments, Inc | 17 | 1 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 36 |
ROCKY MOUNTAIN ADVISERS, LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 36 |
GUGGENHEIM CAPITAL LLC | 35 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.04% | 0.38% | 1.34% | Q2 2013 | Q1 2022 | 36 |
SCOUT INVESTMENTS, INC. | 35 | 35 | 0.14% | 0.68% | 1.81% | Q2 2013 | Q4 2021 | 35 |
SVB WEALTH LLC | 29 | 6 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 35 |
Parsec Financial Management, Inc. | 34 | 34 | 0.02% | 0.24% | 0.64% | Q4 2014 | Q1 2023 | 34 |
Sandy Spring Bank | 25 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
TORONTO DOMINION BANK | 25 | 9 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.06% | 0.18% | 0.38% | Q2 2015 | Q3 2023 | 34 |
EATON VANCE MANAGEMENT | 23 | 11 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2022 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 34 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2021 | 34 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q1 2022 | 34 |
Cutler Group LLC / CA | 8 | 1 | 0.00% | 0.01% | 0.19% | Q4 2015 | Q4 2022 | 34 |
Freedom Investment Management, Inc. | 30 | 3 | 0.02% | 0.06% | 0.14% | Q1 2014 | Q2 2022 | 33 |
MACQUARIE GROUP LTD | 21 | 12 | 0.00% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 33 |
Rehmann Capital Advisory Group | 16 | 1 | 0.02% | 0.04% | 0.19% | Q4 2008 | Q3 2023 | 33 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 31 | 2 | 0.13% | 0.23% | 0.34% | Q2 2015 | Q3 2023 | 33 |
REILLY FINANCIAL ADVISORS, LLC | 29 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 33 |
Haverford Trust Co | 33 | 33 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
OPPENHEIMER & CO INC | 15 | 6 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2022 | 33 |
Plante Moran Financial Advisors, LLC | 31 | 2 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2023 | 33 |
Chevy Chase Trust Holdings, LLC | 33 | 33 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2021 | 33 |
TRUST CO OF VERMONT | 33 | 33 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
Carroll Financial Associates, Inc. | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2021 | 33 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 33 |
PINNACLE ASSOCIATES LTD | 30 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 32 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
ADVISOR PARTNERS LLC | 21 | 11 | 0.05% | 0.14% | 0.21% | Q2 2013 | Q2 2022 | 32 |
Cubist Systematic Strategies, LLC | 10 | 1 | 0.00% | 0.02% | 0.11% | Q2 2014 | Q3 2023 | 32 |
Capital Analysts, LLC | 32 | 32 | 0.01% | 0.09% | 0.17% | Q4 2015 | Q3 2023 | 32 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.48% | 0.64% | 0.77% | Q2 2013 | Q1 2021 | 32 |
Mariner, LLC | 32 | 32 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 32 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 32 |
People's United Financial, Inc. | 17 | 2 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q1 2022 | 32 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 32 |
Spot Trading L.L.C | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2017 | 32 |
Advisory Services Network, LLC | 16 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 31 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 31 |
Janney Montgomery Scott LLC | 31 | 31 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
PRUDENTIAL FINANCIAL INC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Oakworth Capital, Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2021 | 31 |
JNBA Financial Advisors | 19 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 31 |
NEW YORK STATE COMMON RETIREMENT FUND | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
KLINGENSTEIN FIELDS & CO LP | 31 | 31 | 0.01% | 0.98% | 1.57% | Q1 2014 | Q3 2021 | 31 |
Aperio Group, LLC | 31 | 31 | 0.12% | 0.18% | 0.25% | Q2 2013 | Q4 2020 | 31 |
North Star Investment Management Corp. | 17 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 30 |
SG Americas Securities, LLC | 19 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q2 2023 | 30 |
Freestone Capital Holdings, LLC | 26 | 1 | 0.01% | 0.11% | 0.49% | Q2 2013 | Q1 2022 | 30 |
Janney Capital Management LLC | 20 | 10 | 0.01% | 0.49% | 0.94% | Q1 2016 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.00% | 0.10% | 0.25% | Q2 2013 | Q3 2020 | 30 |
Polen Capital Management | 25 | 5 | 0.01% | 0.16% | 0.44% | Q2 2013 | Q3 2023 | 30 |
INVESTMENT HOUSE LLC | 30 | 30 | 0.57% | 0.72% | 0.96% | Q2 2013 | Q3 2020 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 29 |
Cribstone Capital Management, LLC | 29 | 29 | 0.01% | 0.06% | 0.59% | Q4 2015 | Q4 2022 | 29 |
BlackRock Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 29 |
HOWARD CAPITAL MANAGEMENT | 29 | 29 | 0.05% | 1.15% | 2.16% | Q4 2013 | Q4 2020 | 29 |
Veritable, L.P. | 19 | 10 | 0.01% | 0.01% | 0.03% | Q4 2012 | Q1 2021 | 29 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
Russell Investments Group, Ltd. | 28 | 28 | 0.02% | 0.09% | 0.21% | Q4 2016 | Q3 2023 | 28 |
CWM, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.10% | 0.20% | 0.32% | Q4 2016 | Q3 2023 | 28 |
KCM INVESTMENT ADVISORS LLC | 28 | 28 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q4 2021 | 28 |
World Asset Management Inc | 28 | 28 | 0.07% | 0.18% | 0.27% | Q2 2013 | Q1 2020 | 28 |
Cornerstone Advisors, Inc. | 24 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Avalon Investment & Advisory | 22 | 6 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2020 | 28 |
CAMBIAR INVESTORS LLC | 23 | 5 | 0.14% | 2.50% | 5.02% | Q1 2013 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
SYNOVUS FINANCIAL CORP | 23 | 1 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 27 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 26 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2021 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.14% | 0.23% | 0.31% | Q1 2017 | Q3 2023 | 27 |
CIBC WORLD MARKET INC. | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 27 |
Anchor Investment Management, LLC | 16 | 11 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 27 |
Dorsey & Whitney Trust CO LLC | 27 | 27 | 0.05% | 0.10% | 0.16% | Q1 2017 | Q3 2023 | 27 |
Capital World Investors | 25 | 1 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 26 |
Raymond James Financial Services Advisors, Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.19% | 0.31% | 0.53% | Q3 2016 | Q3 2023 | 26 |
GREENLEAF TRUST | 22 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 26 |
RMB Capital Management, LLC | 15 | 11 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q3 2020 | 26 |
Geneos Wealth Management Inc. | 24 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 26 |
Private Advisor Group, LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 26 |
LS Investment Advisors, LLC | 22 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q4 2021 | 26 |
HARTWELL J M LIMITED PARTNERSHIP | 26 | 26 | 0.07% | 0.14% | 0.24% | Q2 2013 | Q3 2019 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 26 |
Simplicity Solutions, LLC | 18 | 8 | 0.01% | 0.08% | 0.32% | Q4 2016 | Q3 2023 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Caprock Group, LLC | 26 | 26 | 0.05% | 0.13% | 0.30% | Q2 2017 | Q3 2023 | 26 |
MISSION WEALTH MANAGEMENT, LP | 22 | 4 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2019 | 26 |
HighPoint Advisor Group LLC | 24 | 1 | 0.04% | 0.08% | 0.16% | Q4 2015 | Q2 2022 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.16% | 0.27% | 0.41% | Q4 2016 | Q4 2022 | 25 |
Martin Investment Management, LLC | 25 | 25 | 0.65% | 3.42% | 6.26% | Q1 2016 | Q1 2022 | 25 |
1832 Asset Management L.P. | 10 | 1 | 0.00% | 0.04% | 0.29% | Q2 2013 | Q3 2023 | 25 |
Grove Bank & Trust | 9 | 1 | 0.00% | 0.06% | 0.13% | Q4 2015 | Q3 2023 | 25 |
HM PAYSON & CO | 18 | 7 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 25 |
CARRET ASSET MANAGEMENT, LLC | 17 | 8 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q2 2020 | 25 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 15 | 1 | 0.00% | 0.15% | 0.37% | Q1 2017 | Q3 2023 | 25 |
TCI Wealth Advisors, Inc. | 17 | 1 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q2 2022 | 25 |
FIRST MANHATTAN CO. LLC. | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
EAGLE GLOBAL ADVISORS LLC | 18 | 7 | 0.08% | 0.17% | 0.37% | Q2 2013 | Q3 2023 | 25 |
D.A. DAVIDSON & CO. | 24 | 24 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2019 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.04% | 0.18% | 0.43% | Q4 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
Glassman Wealth Services | 24 | 24 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 24 | 24 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q1 2019 | 24 |
COMMERCE BANK | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Johnson Financial Group, Inc. | 17 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2023 | 24 |
TWO SIGMA SECURITIES, LLC | 9 | 1 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q1 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Ballentine Partners, LLC | 21 | 3 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
PRINCIPAL FINANCIAL GROUP INC | 24 | 24 | 0.00% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 24 |
KCS Wealth Advisory | 24 | 24 | 0.19% | 0.43% | 0.62% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.06% | 0.23% | 0.44% | Q4 2017 | Q3 2023 | 24 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2021 | 24 |
Harbour Capital Advisors, LLC | 15 | 2 | 0.16% | 0.35% | 0.52% | Q1 2016 | Q3 2022 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.11% | 0.16% | 0.20% | Q2 2013 | Q1 2019 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Hudock, Inc. | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2022 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.30% | 0.87% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
One Wealth Advisors, LLC | 23 | 23 | 0.05% | 0.24% | 0.43% | Q4 2017 | Q2 2023 | 23 |
EVERGREEN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
WRAPMANAGER INC | 23 | 23 | 0.13% | 0.22% | 0.37% | Q1 2018 | Q3 2023 | 23 |
Banco de Sabadell, S.A | 13 | 10 | 0.12% | 0.52% | 1.13% | Q4 2017 | Q3 2023 | 23 |
Financial Advocates Investment Management | 20 | 3 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 23 |
Prospera Financial Services Inc | 23 | 23 | 0.01% | 0.06% | 0.21% | Q1 2018 | Q3 2023 | 23 |
Avestar Capital, LLC | 19 | 4 | 0.04% | 0.11% | 0.21% | Q4 2017 | Q3 2023 | 23 |
Ledyard National Bank | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 23 |
CAPITAL GUARDIAN TRUST CO | 16 | 7 | 0.03% | 0.20% | 0.67% | Q2 2013 | Q2 2019 | 23 |
Sterling Capital Management LLC | 18 | 5 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2019 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q4 2018 | 23 |
BROWN ADVISORY INC | 17 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2020 | 23 |
TELEMUS CAPITAL, LLC | 23 | 23 | 0.03% | 0.12% | 0.25% | Q1 2018 | Q3 2023 | 23 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 5 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q3 2023 | 23 |
One Capital Management, LLC | 22 | 1 | 0.00% | 0.30% | 0.45% | Q3 2014 | Q3 2023 | 23 |
PITTENGER & ANDERSON INC | 23 | 23 | 0.07% | 0.11% | 0.15% | Q2 2014 | Q4 2019 | 23 |
INTRUST BANK NA | 17 | 2 | 0.03% | 0.13% | 0.28% | Q4 2013 | Q3 2023 | 23 |
Compagnie Lombard Odier SCmA | 9 | 5 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 23 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 16 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 22 |
Norway Savings Bank | 22 | 22 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2022 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Balentine LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 22 |
OLD NATIONAL BANCORP /IN/ | 13 | 4 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.32% | 0.39% | 0.59% | Q2 2013 | Q3 2018 | 22 |
Lester Murray Antman dba SimplyRich | 18 | 4 | 0.27% | 0.46% | 0.67% | Q4 2017 | Q3 2023 | 22 |
Cable Hill Partners, LLC | 18 | 4 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 9 | 1 | 0.01% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 22 |
Cox Capital Mgt LLC | 22 | 22 | 1.71% | 2.39% | 4.40% | Q2 2018 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 22 |
PEAPACK GLADSTONE FINANCIAL CORP | 18 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
First Personal Financial Services | 11 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2022 | 22 |
SIMPLEX TRADING, LLC | 13 | 1 | 0.00% | 0.02% | 0.11% | Q4 2014 | Q3 2023 | 22 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
ALPS ADVISORS INC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 22 | 22 | 0.21% | 0.30% | 0.38% | Q2 2013 | Q3 2018 | 22 |
CIBC Asset Management Inc | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 22 |
CHARTWELL INVESTMENT PARTNERS, LLC | 22 | 22 | 0.03% | 0.13% | 0.27% | Q2 2018 | Q3 2023 | 22 |
RHUMBLINE ADVISERS | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
SEGALL BRYANT & HAMILL, LLC | 21 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2022 | 22 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Thomas J. Herzfeld Advisors, Inc. | 12 | 9 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 21 |
Hilltop Holdings Inc. | 16 | 5 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 21 |
Addenda Capital Inc. | 20 | 1 | 0.00% | 0.03% | 0.04% | Q1 2016 | Q4 2022 | 21 |
JCIC Asset Management Inc. | 21 | 21 | 0.01% | 0.56% | 1.48% | Q3 2018 | Q3 2023 | 21 |
Independent Advisor Alliance | 9 | 3 | 0.04% | 0.08% | 0.40% | Q4 2016 | Q3 2023 | 21 |
Linscomb & Williams, Inc. | 18 | 1 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2021 | 21 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2020 | 21 |
Yorktown Management & Research Co Inc | 21 | 21 | 0.04% | 0.08% | 0.19% | Q4 2013 | Q4 2018 | 21 |
Allianz Asset Management GmbH | 17 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 21 |
MEITAV INVESTMENT HOUSE LTD | 21 | 21 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Henry James International Management Inc. | 21 | 21 | 1.26% | 2.22% | 3.24% | Q3 2018 | Q3 2023 | 21 |
Migdal Insurance & Financial Holdings Ltd. | 21 | 21 | 0.00% | 0.02% | 0.11% | Q3 2018 | Q3 2023 | 21 |
SHELTON CAPITAL MANAGEMENT | 21 | 21 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2018 | 21 |
FRED ALGER MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.12% | 0.50% | Q2 2013 | Q1 2018 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.04% | 0.17% | Q1 2018 | Q3 2023 | 20 |
Pacer Advisors, Inc. | 6 | 1 | 0.01% | 0.07% | 0.18% | Q4 2013 | Q3 2023 | 20 |
SlateStone Wealth, LLC | 20 | 20 | 0.14% | 0.28% | 0.52% | Q4 2018 | Q3 2023 | 20 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 1 | 0.01% | 0.04% | 0.07% | Q1 2014 | Q2 2019 | 20 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 19 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
HUSSMAN STRATEGIC ADVISORS, INC. | 18 | 1 | 0.02% | 0.28% | 1.99% | Q2 2013 | Q1 2020 | 20 |
MAR VISTA INVESTMENT PARTNERS LLC | 20 | 20 | 0.00% | 2.13% | 4.67% | Q4 2018 | Q3 2023 | 20 |
Capital International Investors | 20 | 20 | 0.02% | 0.11% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 0.01% | 0.70% | 1.71% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
THOMAS WHITE INTERNATIONAL LTD | 8 | 5 | 0.00% | 0.43% | 1.39% | Q2 2013 | Q3 2021 | 20 |
CIBC Private Wealth Group, LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.09% | 0.27% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Connor, Clark & Lunn Investment Management Ltd. | 12 | 1 | 0.00% | 0.11% | 0.46% | Q2 2017 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Parkside Financial Bank & Trust | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 20 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.11% | 0.36% | Q3 2013 | Q3 2023 | 20 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 12 | 8 | 0.02% | 0.10% | 0.26% | Q1 2013 | Q1 2018 | 20 |
THORNBURG INVESTMENT MANAGEMENT INC | 14 | 1 | 0.11% | 0.23% | 0.59% | Q2 2013 | Q3 2023 | 19 |
Rikoon Group, LLC | 19 | 19 | 0.07% | 0.18% | 0.60% | Q3 2016 | Q1 2021 | 19 |
McIlrath & Eck, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 19 |
Intercontinental Wealth Advisors, LLC | 19 | 19 | 0.11% | 0.16% | 0.23% | Q2 2017 | Q4 2021 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Covenant Partners, LLC | 14 | 5 | 0.09% | 0.30% | 0.43% | Q4 2018 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 19 |
Cedar Brook Financial Partners, LLC | 19 | 19 | 0.07% | 0.10% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Lenox Wealth Advisors, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2022 | 19 |
SECURITY NATIONAL TRUST CO | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2021 | 19 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.02% | 0.09% | Q3 2016 | Q3 2023 | 19 |
TOWNSQUARE CAPITAL LLC | 19 | 19 | 0.02% | 0.05% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.05% | 0.07% | 0.12% | Q4 2017 | Q2 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Financial Enhancement Group LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 19 |
Sound Income Strategies, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.05% | 0.16% | 0.38% | Q1 2019 | Q3 2023 | 19 |
M&R CAPITAL MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2020 | 19 |
PHYSICIANS FINANCIAL SERVICES, INC. | 10 | 9 | 0.18% | 0.20% | 0.22% | Q4 2015 | Q3 2020 | 19 |
Cohen Klingenstein LLC | 19 | 19 | 0.19% | 0.36% | 0.57% | Q1 2019 | Q3 2023 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2020 | 19 |
WESPAC Advisors SoCal, LLC | 19 | 19 | 0.12% | 0.17% | 0.23% | Q1 2016 | Q3 2020 | 19 |
AMP Capital Investors Ltd | 11 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2020 | 19 |
Private Ocean, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 18 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 18 | 18 | 0.01% | 0.25% | 0.41% | Q3 2016 | Q4 2020 | 18 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 18 |
WEBSTER BANK, N. A. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
SAGE RHINO CAPITAL LLC | 14 | 4 | 0.09% | 0.14% | 0.21% | Q1 2019 | Q3 2023 | 18 |
Integrated Wealth Concepts LLC | 18 | 18 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
CX Institutional | 15 | 3 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 18 |
TRUSTCORE FINANCIAL SERVICES, LLC | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 18 |
PRIVATE TRUST CO NA | 7 | 1 | 0.01% | 0.04% | 0.10% | Q1 2013 | Q3 2023 | 18 |
Valeo Financial Advisors, LLC | 15 | 3 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 18 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.09% | 0.56% | Q1 2018 | Q1 2021 | 18 |
Mondrian Investment Partners LTD | 18 | 18 | 0.00% | 0.82% | 1.63% | Q1 2014 | Q2 2018 | 18 |
Patriot Financial Group Insurance Agency, LLC | 15 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Wealthspire Advisors, L.P. | 14 | 4 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2020 | 18 |
Clarius Group, LLC | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 11 | 2 | 0.00% | 0.33% | 1.98% | Q3 2015 | Q3 2023 | 18 |
WINTON GROUP Ltd | 9 | 4 | 0.02% | 0.29% | 0.60% | Q4 2017 | Q3 2023 | 18 |
Archford Capital Strategies, LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 18 |
BBVA USA Bancshares, Inc. | 13 | 5 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q1 2021 | 18 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.02% | 0.03% | 0.05% | Q4 2012 | Q4 2016 | 17 |
Nationwide Fund Advisors | 17 | 17 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2017 | 17 |
WESTWOOD HOLDINGS GROUP INC | 14 | 3 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2019 | 17 |
Ranger International Management, LP | 17 | 17 | 0.03% | 0.81% | 11.28% | Q2 2013 | Q2 2017 | 17 |
Malaga Cove Capital, LLC | 17 | 17 | 0.20% | 0.53% | 0.86% | Q3 2019 | Q3 2023 | 17 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.08% | 0.12% | 0.33% | Q3 2019 | Q3 2023 | 17 |
BALDWIN BROTHERS LLC/MA | 17 | 17 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Clear Harbor Asset Management, LLC | 14 | 3 | 0.01% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 17 |
Strategic Global Advisors, LLC | 11 | 2 | 0.08% | 0.19% | 0.47% | Q2 2016 | Q1 2022 | 17 |
LVW Advisors, LLC | 17 | 17 | 0.07% | 0.14% | 0.23% | Q3 2019 | Q3 2023 | 17 |
Nuveen Asset Management, LLC | 13 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q2 2022 | 17 |
WASHINGTON TRUST BANK | 11 | 6 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2019 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.01% | 0.14% | 0.38% | Q2 2017 | Q2 2021 | 17 |
Riggs Asset Managment Co. Inc. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.10% | 0.13% | 0.15% | Q2 2013 | Q2 2017 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.11% | 0.27% | 0.44% | Q2 2013 | Q2 2017 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q2 2022 | 17 |
BB&T SECURITIES, LLC | 16 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2019 | 17 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 17 | 17 | 0.15% | 0.20% | 0.29% | Q3 2016 | Q3 2020 | 17 |
Peloton Wealth Strategists | 12 | 5 | 0.69% | 1.07% | 1.47% | Q2 2013 | Q3 2017 | 17 |
Altium Wealth Management LLC | 17 | 17 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q2 2022 | 17 |
BAILARD, INC. | 14 | 1 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 17 |
AMERICAN CENTURY COMPANIES INC | 16 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 17 |
Susquehanna International Securities, Ltd. | 7 | 1 | 0.10% | 3.01% | 18.93% | Q4 2018 | Q3 2023 | 17 |
Dorsey Wright & Associates | 9 | 1 | 0.01% | 0.61% | 1.16% | Q2 2013 | Q3 2023 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 17 |
WESTWOOD MANAGEMENT CORP /IL/ | 15 | 2 | 0.28% | 1.48% | 3.96% | Q1 2016 | Q3 2020 | 17 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 17 |
Texan Capital Management | 17 | 17 | 0.16% | 0.88% | 1.23% | Q4 2013 | Q4 2017 | 17 |
Ellevest, Inc. | 16 | 1 | 0.01% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 17 |
Forester Capital Management, LTD | 17 | 17 | 0.14% | 0.21% | 0.32% | Q2 2013 | Q2 2017 | 17 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 17 |
FIDUCIARY TRUST CO | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
NOMURA HOLDINGS INC | 9 | 9 | 0.00% | 0.20% | 1.07% | Q4 2012 | Q4 2014 | 16 |
Principal Street Partners, LLC | 7 | 4 | 0.04% | 0.11% | 0.23% | Q2 2019 | Q3 2023 | 16 |
Fiera Capital Corp | 14 | 2 | 0.00% | 0.04% | 0.17% | Q4 2013 | Q4 2017 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.14% | 0.24% | 0.40% | Q4 2019 | Q3 2023 | 16 |
LAKE STREET ADVISORS GROUP, LLC | 16 | 16 | 0.02% | 0.05% | 0.16% | Q4 2017 | Q3 2021 | 16 |
COMERICA SECURITIES,INC. | 12 | 4 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 16 |
ELCO Management Co., LLC | 12 | 2 | 0.12% | 0.17% | 0.24% | Q3 2017 | Q4 2021 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.03% | 0.10% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Benson Investment Management Company, Inc. | 16 | 16 | 0.20% | 0.21% | 0.24% | Q4 2016 | Q3 2020 | 16 |
GQG Partners LLC | 16 | 16 | 1.22% | 2.35% | 3.84% | Q4 2016 | Q3 2020 | 16 |
Community Financial Services Group, LLC | 7 | 1 | 0.01% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 16 |
BRINKER CAPITAL INC | 16 | 16 | 0.04% | 0.33% | 0.44% | Q3 2016 | Q2 2020 | 16 |
AE Wealth Management LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Gemmer Asset Management LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Venturi Wealth Management, LLC | 14 | 2 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 16 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.08% | 0.27% | Q3 2013 | Q2 2017 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.01% | 0.25% | 0.55% | Q4 2019 | Q3 2023 | 16 |
Asset Dedication, LLC | 10 | 5 | 0.00% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2015 | 15 |
Daniel Devine & Co | 15 | 15 | 0.78% | 1.02% | 1.32% | Q4 2014 | Q2 2018 | 15 |
HBK Sorce Advisory LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.02% | 0.06% | 0.10% | Q4 2015 | Q2 2019 | 15 |
Capital Investment Advisory Services, LLC | 7 | 4 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 15 |
CAPITAL INSIGHT PARTNERS, LLC | 15 | 15 | 0.30% | 0.54% | 0.90% | Q3 2018 | Q1 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Jacobi Capital Management LLC | 10 | 5 | 0.00% | 0.04% | 0.08% | Q2 2016 | Q3 2021 | 15 |
Nicollet Investment Management, Inc. | 15 | 15 | 1.42% | 1.77% | 2.27% | Q2 2018 | Q4 2021 | 15 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.10% | 0.24% | Q3 2013 | Q2 2021 | 15 |
REGENTATLANTIC CAPITAL LLC | 14 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2021 | 15 |
Cerity Partners LLC | 8 | 1 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.05% | 0.13% | 0.35% | Q1 2020 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.05% | 0.16% | 0.42% | Q1 2020 | Q3 2023 | 15 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.09% | 0.28% | Q2 2013 | Q3 2020 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.06% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 15 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 15 | 0.01% | 0.06% | 0.10% | Q3 2018 | Q1 2022 | 15 |
PRICE T ROWE ASSOCIATES INC /MD/ | 10 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.02% | 0.09% | Q1 2020 | Q3 2023 | 15 |
PRUDENTIAL PLC | 15 | 15 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q4 2021 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.03% | 0.07% | 0.26% | Q2 2013 | Q4 2016 | 15 |
Sonora Investment Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 14 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.02% | 0.17% | Q3 2013 | Q3 2019 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
Mount Yale Investment Advisors, LLC | 9 | 5 | 0.03% | 0.14% | 0.29% | Q3 2019 | Q3 2023 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.04% | 0.23% | Q4 2013 | Q3 2022 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.04% | 0.06% | 0.07% | Q2 2017 | Q3 2020 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
EAGLE ASSET MANAGEMENT INC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
Stratos Wealth Partners, LTD. | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q3 2023 | 14 |
Ninety One UK Ltd | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CLEARBRIDGE, LLC | 11 | 3 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q2 2018 | 14 |
NORTHROAD CAPITAL MANAGEMENT LLC | 14 | 14 | 2.63% | 3.17% | 3.71% | Q2 2013 | Q3 2016 | 14 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.09% | 0.66% | Q2 2013 | Q1 2023 | 14 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 14 |
Timber Hill LLC | 9 | 1 | 0.00% | 0.06% | 0.81% | Q3 2013 | Q2 2018 | 14 |
Endurance Wealth Management, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
MOTCO | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 14 |
Laffer Tengler Investments, Inc. | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Independent Portfolio Consultants, Inc. | 14 | 14 | 0.04% | 0.17% | 0.27% | Q1 2014 | Q2 2017 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.09% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Brinker Capital Investments, LLC | 10 | 4 | 0.00% | 0.04% | 0.20% | Q1 2019 | Q4 2022 | 14 |
Marquette Asset Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q2 2022 | 14 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.05% | 0.66% | 2.63% | Q1 2015 | Q3 2023 | 14 |
Qtron Investments LLC | 14 | 14 | 0.08% | 0.22% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 4 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2017 | 14 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 14 | 14 | 0.06% | 0.06% | 0.09% | Q4 2015 | Q1 2019 | 14 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CREDIT AGRICOLE S A | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 13 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2018 | 13 |
Hartford Financial Management Inc. | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2019 | 13 |
Vigilant Capital Management, LLC | 10 | 1 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q4 2022 | 13 |
Ancora Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 1.16% | 1.78% | 2.11% | Q2 2017 | Q2 2020 | 13 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q3 2020 | 13 |
BNP Paribas Asset Management Holding S.A. | 13 | 13 | 0.04% | 0.07% | 0.13% | Q4 2016 | Q4 2019 | 13 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.04% | 0.15% | 0.51% | Q1 2012 | Q3 2023 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 12 | 1 | 0.01% | 0.06% | 0.08% | Q1 2013 | Q3 2023 | 13 |
Cordasco Financial Network | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 13 |
BTC Capital Management, Inc. | 7 | 2 | 0.03% | 0.07% | 0.13% | Q3 2015 | Q4 2021 | 13 |
Mirador Capital Partners LP | 13 | 13 | 0.38% | 0.61% | 0.85% | Q1 2019 | Q1 2022 | 13 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.07% | 0.43% | Q1 2018 | Q3 2023 | 13 |
FNY Investment Advisers, LLC | 3 | 2 | 0.00% | 0.32% | 1.10% | Q3 2018 | Q4 2022 | 13 |
Arden Trust Co | 7 | 6 | 0.19% | 0.24% | 0.41% | Q2 2019 | Q4 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
EQUITABLE TRUST CO | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2022 | 13 |
VALLEY NATIONAL ADVISERS INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 13 |
NAVELLIER & ASSOCIATES INC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2012 | Q3 2015 | 13 |
Dash Acquisitions Inc. | 12 | 12 | 2.75% | 3.65% | 4.47% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.11% | 0.16% | 0.19% | Q2 2013 | Q1 2016 | 12 |
THOMPSON DAVIS & CO., INC. | 11 | 1 | 0.01% | 0.04% | 0.08% | Q3 2014 | Q3 2017 | 12 |
JONES FINANCIAL COMPANIES LLLP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 12 |
UNIO CAPITAL LLC | 12 | 12 | 4.96% | 5.40% | 5.77% | Q4 2017 | Q3 2020 | 12 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 12 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
TRILLIUM ASSET MANAGEMENT, LLC | 9 | 3 | 0.01% | 0.17% | 0.26% | Q4 2016 | Q1 2020 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 9 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2021 | 12 |
WINDACRE PARTNERSHIP LLC | 12 | 12 | 2.94% | 4.87% | 6.23% | Q4 2020 | Q3 2023 | 12 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2018 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.20% | 0.39% | 0.47% | Q4 2018 | Q3 2021 | 12 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 12 | 12 | 0.03% | 0.08% | 0.10% | Q3 2016 | Q2 2019 | 12 |
MGO ONE SEVEN LLC | 6 | 1 | 0.03% | 0.10% | 0.21% | Q4 2017 | Q3 2023 | 12 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 7 | 5 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q4 2021 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
BANK OF NOVA SCOTIA | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 12 |
BECKER CAPITAL MANAGEMENT INC | 12 | 12 | 0.82% | 1.01% | 1.14% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.18% | 0.80% | 1.50% | Q4 2020 | Q3 2023 | 12 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 12 |
MEEDER ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.15% | 0.20% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Madison Asset Management, LLC | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 12 |
BANK OF HAWAII | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Hollow Brook Wealth Management LLC | 12 | 12 | 0.49% | 0.86% | 1.09% | Q4 2020 | Q3 2023 | 12 |
CARILLON TOWER ADVISERS, INC. | 12 | 12 | 0.04% | 0.07% | 0.11% | Q1 2018 | Q4 2020 | 12 |
Rock Point Advisors, LLC | 12 | 12 | 0.98% | 1.63% | 2.08% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.04% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 12 |
RWA WEALTH PARTNERS, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q2 2020 | 12 |
ROTHSCHILD INVESTMENT LLC /IL | 12 | 12 | 0.02% | 0.04% | 0.04% | Q3 2014 | Q2 2017 | 12 |
Tidal Investments LLC | 10 | 1 | 0.00% | 0.67% | 2.40% | Q4 2018 | Q1 2023 | 12 |
Calamos Advisors LLC | 8 | 3 | 0.00% | 0.05% | 0.48% | Q2 2013 | Q3 2023 | 11 |
Harrington Investments, INC | 4 | 1 | 0.13% | 0.15% | 0.17% | Q1 2018 | Q3 2023 | 11 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.05% | 0.38% | Q2 2014 | Q3 2023 | 11 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.00% | 0.16% | 0.55% | Q4 2013 | Q3 2023 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.04% | 0.06% | 0.10% | Q2 2016 | Q4 2018 | 11 |
WESBANCO BANK INC | 7 | 4 | 0.14% | 0.17% | 0.19% | Q1 2016 | Q4 2018 | 11 |
COERENTE CAPITAL MANAGEMENT | 11 | 11 | 1.93% | 2.89% | 3.58% | Q1 2021 | Q3 2023 | 11 |
River Road Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2020 | 11 |
Apriem Advisors | 9 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2018 | 11 |
GABELLI FUNDS LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 8 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q2 2023 | 11 |
Rafferty Asset Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
MinichMacGregor Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2018 | 11 |
HANCOCK WHITNEY CORP | 9 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2017 | 11 |
BOSTON ADVISORS LLC | 10 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2017 | 11 |
American Research & Management Co. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Veritas Investment Partners (UK) Ltd. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Summit Global Investments | 11 | 11 | 0.08% | 0.11% | 0.14% | Q1 2018 | Q3 2020 | 11 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 11 |
BlackRock Investment Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q2 2020 | 11 |
Mission Creek Capital Partners, Inc. | 10 | 1 | 0.05% | 0.10% | 0.20% | Q4 2019 | Q2 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
ICICI Prudential Asset Management Co Ltd | 10 | 10 | 0.27% | 1.52% | 3.56% | Q4 2020 | Q1 2023 | 10 |
Transamerica Financial Advisors, Inc. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 10 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 10 | 10 | 0.15% | 0.23% | 0.37% | Q2 2021 | Q3 2023 | 10 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 10 |
RATIONAL ADVISORS LLC | 5 | 1 | 0.01% | 0.08% | 0.63% | Q1 2009 | Q4 2013 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.11% | 0.20% | 0.30% | Q2 2021 | Q3 2023 | 10 |
CoreFirst Bank & Trust | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Whitnell & Co. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.58% | 0.70% | 0.78% | Q3 2021 | Q4 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q2 2023 | 10 |
Dana Investment Advisors, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 10 |
Azimuth Capital Management LLC | 6 | 4 | 0.10% | 0.38% | 0.65% | Q2 2013 | Q3 2020 | 10 |
Personal Capital Advisors Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
Employees Retirement System of Texas | 10 | 10 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
West Oak Capital, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2020 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
BREMER TRUST NATIONAL ASSOCIATION | 8 | 1 | 0.02% | 0.09% | 0.12% | Q2 2013 | Q4 2018 | 10 |
GEORGE KAISER FAMILY FOUNDATION | 9 | 1 | 0.08% | 0.36% | 0.72% | Q3 2019 | Q3 2022 | 10 |
Pacifica Partners Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Hirtle Callaghan & Co LLC | 5 | 1 | 0.00% | 0.04% | 0.10% | Q3 2013 | Q4 2022 | 10 |
MATHER GROUP, LLC. | 10 | 10 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q1 2022 | 10 |
Human Investing LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q2 2020 | 10 |
CIBC BANK USA | 7 | 3 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q2 2017 | 10 |
Bayesian Capital Management, LP | 3 | 1 | 0.05% | 0.31% | 0.85% | Q4 2015 | Q2 2023 | 10 |
Intellectus Partners, LLC | 10 | 10 | 0.01% | 0.07% | 0.26% | Q4 2016 | Q1 2019 | 10 |
Apex Capital Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2016 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.03% | 0.06% | 0.19% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.00% | 0.04% | Q2 2014 | Q3 2023 | 10 |
High Note Wealth, LLC | 7 | 3 | 0.07% | 0.23% | 0.35% | Q4 2020 | Q3 2023 | 10 |
ADVISORY RESEARCH INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
Gradient Investments LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
CSat Investment Advisory, L.P. | 10 | 10 | 0.15% | 1.08% | 2.87% | Q2 2018 | Q3 2020 | 10 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 10 |
Perkins Coie Trust Co | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
Prudent Man Advisors, LLC | 7 | 3 | 0.08% | 0.11% | 0.21% | Q2 2020 | Q3 2023 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q2 2021 | 10 |
Stonehage Fleming Financial Services Holdings Ltd | 10 | 10 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q2 2019 | 10 |
Alaethes Wealth LLC | 10 | 10 | 0.00% | 0.61% | 0.92% | Q2 2021 | Q3 2023 | 10 |
Bollard Group LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
GRATRY & Co LLC | 10 | 10 | 1.20% | 3.04% | 3.76% | Q4 2015 | Q1 2018 | 10 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 5 | 1 | 0.15% | 0.38% | 0.70% | Q3 2019 | Q3 2023 | 9 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 5 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2018 | 9 |
CAPITAL ONE, NATIONAL ASSOCIATION | 5 | 4 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2018 | 9 |
Impax Asset Management Group plc | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
Saratoga Research & Investment Management | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Vontobel Swiss Wealth Advisors AG | 9 | 9 | 0.18% | 0.31% | 0.40% | Q2 2019 | Q2 2021 | 9 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.07% | 0.18% | Q3 2015 | Q1 2023 | 9 |
ALLIANCEBERNSTEIN L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 9 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 2 | 0.04% | 0.07% | 0.09% | Q3 2017 | Q1 2021 | 9 |
Institute for Wealth Management, LLC. | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2022 | 9 |
180 WEALTH ADVISORS, LLC | 9 | 9 | 0.10% | 0.13% | 0.16% | Q4 2017 | Q4 2019 | 9 |
Financial & Tax Architects, LLC | 5 | 4 | 0.09% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 9 |
AMERICAN NATIONAL BANK | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Global Wealth Management Investment Advisory, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 9 |
MILES CAPITAL, INC. | 7 | 1 | 0.13% | 0.16% | 0.20% | Q4 2016 | Q4 2019 | 9 |
BELLEVUE ASSET MANAGEMENT, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 9 |
American Trust Investment Advisors, LLC | 4 | 1 | 0.13% | 0.33% | 1.64% | Q4 2014 | Q3 2023 | 9 |
CONNABLE OFFICE INC | 6 | 3 | 0.08% | 0.19% | 0.52% | Q2 2013 | Q1 2017 | 9 |
BRADLEY FOSTER & SARGENT INC/CT | 9 | 9 | 0.02% | 0.45% | 1.31% | Q2 2013 | Q2 2015 | 9 |
Icon Wealth Partners, LLC | 4 | 1 | 0.03% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 9 |
DSM CAPITAL PARTNERS LLC | 6 | 3 | 0.00% | 0.45% | 2.12% | Q2 2013 | Q3 2023 | 9 |
Timber Creek Capital Management LLC | 9 | 9 | 1.01% | 1.66% | 1.97% | Q3 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 9 |
MMA ASSET MANAGEMENT LLC | 5 | 4 | 0.17% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 9 |
ATLAS CAPITAL ADVISORS LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 3 | 0.00% | 0.13% | 0.38% | Q4 2014 | Q3 2023 | 9 |
SCHARF INVESTMENTS, LLC | 6 | 3 | 1.71% | 3.33% | 3.84% | Q1 2015 | Q2 2017 | 9 |
MARSHALL WACE, LLP | 8 | 1 | 0.00% | 0.06% | 0.13% | Q3 2018 | Q4 2022 | 9 |
DELTA ASSET MANAGEMENT LLC/TN | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
Addison Advisors LLC | 9 | 9 | 0.00% | 0.08% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Euclid Advisors LLC | 7 | 2 | 0.03% | 1.40% | 6.14% | Q2 2013 | Q4 2016 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.02% | 0.07% | 0.15% | Q3 2021 | Q3 2023 | 9 |
DUBUQUE BANK & TRUST CO | 8 | 1 | 0.00% | 0.11% | 0.20% | Q4 2015 | Q1 2022 | 9 |
Barnett & Company, Inc. | 6 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2020 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Vontobel Holding Ltd. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Koss-Olinger Consulting, LLC | 5 | 4 | 0.03% | 0.12% | 0.25% | Q1 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q2 2015 | 9 |
Seascape Capital Management | 9 | 9 | 0.27% | 1.10% | 1.48% | Q4 2019 | Q4 2021 | 9 |
VONTOBEL ASSET MANAGEMENT INC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q4 2017 | 9 |
SevenBridge Financial Group, LLC | 9 | 9 | 0.05% | 0.22% | 0.36% | Q3 2021 | Q3 2023 | 9 |
Manchester Capital Management LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2021 | 9 |
WRIGHT INVESTORS SERVICE INC | 7 | 2 | 0.26% | 0.43% | 0.63% | Q2 2013 | Q3 2017 | 9 |
CITY HOLDING CO | 7 | 2 | 0.00% | 0.02% | 0.02% | Q4 2013 | Q3 2016 | 9 |
ALTFEST L J & CO INC | 9 | 9 | 0.18% | 0.24% | 0.32% | Q1 2019 | Q1 2021 | 9 |
Northwest Bancshares, Inc. | 9 | 9 | 0.06% | 0.90% | 1.37% | Q4 2018 | Q4 2020 | 9 |
IBERIABANK CORP | 8 | 1 | 0.03% | 0.06% | 0.22% | Q1 2013 | Q2 2020 | 9 |
Keel Point, LLC | 5 | 4 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 9 |
Allen Investment Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.09% | 0.26% | Q3 2015 | Q4 2022 | 8 |
Holocene Advisors, LP | 6 | 2 | 0.08% | 0.73% | 1.54% | Q1 2018 | Q3 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
COOKSON PEIRCE & CO INC | 3 | 2 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2020 | 8 |
Dynamic Capital Management Ltd | 2 | 1 | 0.08% | 0.36% | 1.30% | Q2 2013 | Q2 2019 | 8 |
DUNCKER STREETT & CO INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 8 |
SCHWARTZ INVESTMENT COUNSEL INC | 8 | 8 | 0.98% | 1.21% | 1.50% | Q1 2020 | Q4 2021 | 8 |
Eudaimonia Partners, LLC | 4 | 1 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 8 |
NorthCoast Asset Management LLC | 5 | 3 | 0.03% | 0.10% | 0.18% | Q2 2017 | Q3 2021 | 8 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 8 |
Westside Investment Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Voit & Company, LLC | 6 | 6 | 0.01% | 1.64% | 3.47% | Q4 2018 | Q1 2020 | 8 |
Strategic Wealth Partners, Ltd. | 6 | 1 | 0.00% | 0.40% | 0.77% | Q1 2018 | Q1 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Private Wealth Partners, LLC | 8 | 8 | 0.07% | 0.13% | 0.15% | Q1 2019 | Q4 2020 | 8 |
CNB Bank | 7 | 1 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q1 2022 | 8 |
Hummer Financial Advisory Services Inc | 7 | 1 | 0.21% | 0.26% | 0.33% | Q4 2019 | Q4 2021 | 8 |
JENNISON ASSOCIATES LLC | 8 | 8 | 0.04% | 0.14% | 0.41% | Q1 2019 | Q4 2020 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Wealthspire Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 8 |
DEARBORN PARTNERS LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.29% | 0.49% | 0.96% | Q4 2021 | Q3 2023 | 8 |
ALLEGHANY CORP /DE | 8 | 8 | 0.09% | 2.32% | 3.36% | Q2 2013 | Q1 2015 | 8 |
Stokes Family Office, LLC | 4 | 1 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 8 |
Hansberger Growth Investors, LP | 8 | 8 | 4.07% | 4.67% | 5.08% | Q4 2018 | Q3 2020 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.04% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Value Partners Investments Inc. | 6 | 2 | 0.02% | 0.21% | 1.24% | Q2 2020 | Q3 2023 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.17% | 0.27% | 0.37% | Q2 2013 | Q1 2015 | 8 |
TSFG, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
OneAscent Financial Services LLC | 4 | 1 | 0.05% | 0.22% | 0.51% | Q2 2019 | Q3 2023 | 8 |
Old North State Trust, LLC | 5 | 3 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q1 2023 | 8 |
SAL Trading, LLC | 2 | 2 | 0.16% | 3.42% | 10.24% | Q1 2022 | Q1 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Estabrook Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Sullivan, Bruyette, Speros & Blaney, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 8 |
Western Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Dougherty Wealth Advisers LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q3 2020 | 8 |
Investors Research Corp | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 8 |
COLONY GROUP LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.33% | 0.39% | 0.47% | Q4 2021 | Q3 2023 | 8 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 6 | 1 | 0.01% | 0.71% | 1.62% | Q4 2013 | Q3 2019 | 8 |
Angeles Investment Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
CBIZ Investment Advisory Services, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
DMC Group, LLC | 8 | 8 | 0.30% | 0.51% | 0.73% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.27% | 0.32% | 0.40% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
EMORY UNIVERSITY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2013 | 8 |
Baird Financial Group, Inc. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.06% | 0.15% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FORA Capital, LLC | 2 | 1 | 0.06% | 0.15% | 0.42% | Q2 2020 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2017 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.12% | 0.21% | 0.29% | Q1 2016 | Q2 2022 | 8 |
Bond & Devick Financial Network, Inc. | 5 | 3 | 0.14% | 0.19% | 0.26% | Q4 2020 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Waverly Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2017 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2016 | Q3 2018 | 8 |
West Coast Financial LLC | 7 | 1 | 0.09% | 0.58% | 1.17% | Q2 2013 | Q4 2015 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 3 | 0.01% | 0.37% | 0.75% | Q3 2021 | Q3 2023 | 8 |
CHANNING GLOBAL ADVISORS, LLC | 8 | 8 | 0.25% | 0.38% | 0.49% | Q4 2021 | Q3 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 8 |
Integrated Investment Consultants, LLC | 4 | 1 | 0.00% | 0.14% | 0.30% | Q3 2017 | Q3 2020 | 8 |
Progressive Investment Management Corp | 8 | 8 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q1 2015 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.14% | 0.21% | 0.26% | Q4 2014 | Q3 2016 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.06% | 0.12% | 0.22% | Q4 2019 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Vantage Investment Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2018 | 7 |
Braun-Bostich & Associates Inc. | 7 | 7 | 0.07% | 0.09% | 0.10% | Q4 2017 | Q2 2019 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Selective Wealth Management, Inc. | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Sands Capital Management | 7 | 7 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
I.G. INVESTMENT MANAGEMENT, LTD. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Banco Santander, S.A. | 5 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 7 |
DAVIS R M INC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 7 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.02% | 0.35% | 1.45% | Q2 2013 | Q4 2022 | 7 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 7 | 7 | 0.10% | 0.11% | 0.11% | Q2 2013 | Q4 2014 | 7 |
Hardman Johnston Global Advisors LLC | 4 | 3 | 0.66% | 1.24% | 1.67% | Q2 2013 | Q3 2020 | 7 |
Perigon Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 7 |
PDS Planning, Inc | 4 | 3 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 7 |
Polaris Wealth Advisory Group, LLC | 5 | 1 | 0.00% | 0.30% | 0.49% | Q1 2018 | Q3 2023 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q3 2019 | 7 |
BOWEN HANES & CO INC | 7 | 7 | 0.10% | 0.56% | 0.68% | Q2 2013 | Q4 2014 | 7 |
FIDUCIARY MANAGEMENT INC /WI/ | 7 | 7 | 1.45% | 2.09% | 2.49% | Q1 2022 | Q3 2023 | 7 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2017 | 7 |
MCF Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
BLACKROCK ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Tradewinds Global Investors, LLC | 7 | 7 | 0.49% | 1.07% | 2.51% | Q1 2015 | Q3 2016 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Opera Trading Capital | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 7 |
Beaird Harris Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Clark Capital Management Group, Inc. | 5 | 2 | 0.02% | 0.54% | 0.99% | Q1 2015 | Q3 2020 | 7 |
Riverwater Partners LLC | 7 | 7 | 0.30% | 0.37% | 0.47% | Q2 2022 | Q4 2023 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
NewEdge Wealth, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 7 |
Equitable Holdings, Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 7 |
LCM Capital Management Inc | 4 | 3 | 0.16% | 0.20% | 0.21% | Q2 2021 | Q3 2023 | 7 |
Optiver Holding B.V. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 7 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.07% | 0.23% | Q1 2017 | Q3 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.16% | 0.22% | 0.26% | Q2 2013 | Q4 2014 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Sterling Investment Advisors, Ltd. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.17% | 0.26% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.10% | 0.20% | Q4 2019 | Q2 2022 | 7 |
Optas, LLC | 4 | 3 | 0.08% | 0.11% | 0.13% | Q4 2019 | Q3 2023 | 7 |
NTV ASSET MANAGEMENT LLC | 7 | 7 | 0.43% | 0.49% | 0.61% | Q4 2014 | Q2 2016 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q4 2021 | 7 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
Aperture Investors, LLC | 7 | 7 | 0.09% | 0.13% | 0.18% | Q1 2022 | Q3 2023 | 7 |
1919 Investment Counsel, LLC | 6 | 6 | 0.17% | 0.31% | 0.42% | Q2 2013 | Q3 2014 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 6 |
Main Street Research LLC | 6 | 6 | 0.60% | 0.68% | 0.77% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.06% | 0.11% | Q2 2015 | Q3 2022 | 6 |
BECK CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.11% | 0.13% | 0.19% | Q2 2019 | Q3 2020 | 6 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.18% | 0.35% | 0.63% | Q3 2013 | Q1 2016 | 6 |
XTX Topco Ltd | 3 | 1 | 0.10% | 0.16% | 0.21% | Q1 2021 | Q1 2023 | 6 |
IEQ CAPITAL, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
Glenview Trust Co | 1 | 1 | 0.03% | 0.88% | 1.47% | Q4 2008 | Q4 2013 | 6 |
GAMCO INVESTORS, INC. ET AL | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q4 2013 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.37% | 0.41% | 0.50% | Q2 2022 | Q3 2023 | 6 |
TCW GROUP INC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2020 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.87% | 0.95% | 1.01% | Q2 2013 | Q3 2014 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
COLRAIN CAPITAL LLC | 3 | 3 | 0.02% | 0.09% | 0.18% | Q1 2014 | Q3 2015 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Eagle Bay Advisors LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Monte Financial Group, LLC | 6 | 6 | 0.22% | 0.37% | 0.48% | Q4 2020 | Q1 2022 | 6 |
Mutual Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2020 | 6 |
ORBIS HOLDINGS LTD | 4 | 2 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q4 2015 | 6 |
ALBION FINANCIAL GROUP /UT | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
Watermark Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 6 |
CVA Family Office, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 6 |
Stonegate Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Liberty Mutual Group Asset Management Inc. | 3 | 1 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2018 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
IMPAX ASSET MANAGEMENT LLC | 6 | 6 | 0.08% | 0.11% | 0.17% | Q2 2013 | Q3 2014 | 6 |
RPg Family Wealth Advisory, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2018 | 6 |
M Holdings Securities, Inc. | 2 | 1 | 0.02% | 0.03% | 0.07% | Q3 2014 | Q1 2023 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
MITCHELL CAPITAL MANAGEMENT CO | 6 | 6 | 0.09% | 0.12% | 0.16% | Q3 2019 | Q4 2020 | 6 |
Baker Avenue Asset Management, LP | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 6 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 6 |
AGF INVESTMENTS INC. | 3 | 1 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q4 2019 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.07% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Concord Wealth Partners | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Sierra Capital LLC | 6 | 6 | 0.04% | 0.04% | 0.06% | Q1 2021 | Q2 2022 | 6 |
Fosun International Ltd | 6 | 6 | 0.38% | 0.50% | 0.70% | Q3 2021 | Q4 2022 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Granahan Investment Management | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q4 2017 | 6 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6 | 6 | 0.11% | 0.19% | 0.27% | Q2 2022 | Q3 2023 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q1 2018 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Soroban Capital Partners LP | 5 | 1 | 0.06% | 5.46% | 9.14% | Q1 2018 | Q3 2019 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
TWO SIGMA ADVISERS, LP | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 6 |
Concert Wealth Management Inc. | 4 | 2 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q3 2015 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.08% | 0.15% | Q2 2021 | Q4 2022 | 6 |
BRANDES INVESTMENT PARTNERS, LP | 6 | 6 | 0.05% | 0.44% | 0.62% | Q2 2022 | Q3 2023 | 6 |
Horizon Investments, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
MATRIX PRIVATE CAPITAL GROUP LLC | 4 | 1 | 0.10% | 0.23% | 0.37% | Q4 2019 | Q4 2021 | 6 |
SEI TRUST CO | 3 | 2 | 0.00% | 0.08% | 0.32% | Q2 2013 | Q3 2014 | 5 |
FRANKLIN STREET ADVISORS INC /NC | 3 | 2 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 5 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.14% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Ridgewood Investments LLC | 2 | 1 | 0.03% | 0.14% | 0.28% | Q1 2021 | Q2 2023 | 5 |
State of Wyoming | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SIT INVESTMENT ASSOCIATES INC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2017 | 5 |
Aaron Wealth Advisors LLC | 4 | 1 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 5 |
RBF Capital, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Bell Bank | 5 | 5 | 0.15% | 0.27% | 0.37% | Q2 2013 | Q2 2014 | 5 |
EULAV Asset Management | 5 | 5 | 0.25% | 0.26% | 0.28% | Q2 2013 | Q2 2014 | 5 |
EP Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 5 |
Procyon Advisors, LLC | 3 | 2 | 0.03% | 0.09% | 0.20% | Q4 2019 | Q3 2023 | 5 |
Convergence Investment Partners, LLC | 4 | 1 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q1 2018 | 5 |
Sageworth Trust Co | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 5 |
TODD ASSET MANAGEMENT LLC | 2 | 1 | 0.06% | 0.15% | 0.28% | Q2 2013 | Q1 2015 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Lombard Odier & Cie (Canada), Limited Partnership | 5 | 5 | 0.05% | 0.20% | 0.30% | Q2 2014 | Q2 2015 | 5 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2 | 1 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q1 2015 | 5 |
IPG Investment Advisors LLC | 4 | 1 | 0.11% | 0.15% | 0.18% | Q1 2014 | Q2 2015 | 5 |
FIDUCIARY TRUST INTERNATIONAL LLC | 5 | 5 | 0.12% | 0.91% | 1.50% | Q2 2019 | Q2 2020 | 5 |
CIDEL ASSET MANAGEMENT INC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q2 2019 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q3 2020 | 5 |
Act Two Investors LLC | 5 | 5 | 1.26% | 1.54% | 1.76% | Q4 2018 | Q4 2019 | 5 |
Wealthcare Advisory Partners LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Daiwa Securities Group Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Blueshift Asset Management, LLC | 2 | 1 | 0.01% | 0.06% | 0.13% | Q4 2019 | Q3 2022 | 5 |
Woodline Partners LP | 3 | 1 | 0.03% | 0.08% | 0.18% | Q3 2021 | Q3 2023 | 5 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2014 | 5 |
Willingdon Wealth Management | 5 | 5 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
London & Capital Asset Management Ltd | 5 | 5 | 0.10% | 0.25% | 0.39% | Q4 2018 | Q4 2019 | 5 |
PRINCETON CAPITAL MANAGEMENT LLC | 5 | 5 | 1.23% | 1.28% | 1.33% | Q2 2013 | Q2 2014 | 5 |
Advisor OS, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q4 2021 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 5 |
Camarda Financial Advisors, LLC | 3 | 2 | 0.01% | 0.05% | 0.15% | Q1 2016 | Q2 2019 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
BANCED CORP | 5 | 5 | 0.22% | 0.28% | 0.32% | Q4 2013 | Q4 2014 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.06% | 0.10% | 0.13% | Q2 2022 | Q2 2023 | 5 |
Piscataqua Savings Bank | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
FIL Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q1 2022 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 1 | 0.00% | 0.05% | 0.24% | Q2 2018 | Q2 2021 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 5 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 5 |
Advisors Capital Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2020 | 5 |
Interchange Capital Partners, LLC | 3 | 2 | 0.11% | 0.21% | 0.32% | Q4 2020 | Q2 2022 | 5 |
PGIM Custom Harvest LLC | 3 | 2 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q1 2023 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 5 |
SANDERS MORRIS HARRIS LLC | 4 | 1 | 0.08% | 0.16% | 0.40% | Q1 2016 | Q1 2020 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q3 2017 | 5 |
SENTINEL ASSET MANAGEMENT, INC. | 5 | 5 | 0.31% | 0.54% | 0.64% | Q2 2013 | Q2 2014 | 5 |
10-15 ASSOCIATES, INC. | 5 | 5 | 1.82% | 2.16% | 2.62% | Q3 2019 | Q3 2020 | 5 |
Covenant Multifamily Offices, LLC | 3 | 2 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2021 | 5 |
TURNER INVESTMENTS LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 5 |
WASHINGTON TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 5 |
CIM INVESTMENT MANAGEMENT INC | 4 | 1 | 0.12% | 0.14% | 0.16% | Q1 2014 | Q2 2017 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Canton Hathaway, LLC | 4 | 1 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q3 2020 | 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 5 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2017 | Q3 2018 | 4 |
HighTower Trust Company, N.A. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2014 | Q3 2015 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.07% | 0.18% | 0.40% | Q3 2019 | Q2 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Karp Capital Management Corp | 2 | 1 | 0.01% | 0.05% | 0.17% | Q2 2015 | Q4 2018 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Perpetual Ltd | 1 | 1 | 0.28% | 0.53% | 0.68% | Q3 2016 | Q3 2020 | 4 |
Elite Wealth Management, Inc. | 4 | 4 | 0.00% | 0.03% | 0.05% | Q1 2013 | Q4 2013 | 4 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 4 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
V Wealth Advisors LLC | 3 | 1 | 0.02% | 0.08% | 0.10% | Q2 2017 | Q4 2019 | 4 |
Bain Capital Public Equity Management II, LLC | 4 | 4 | 0.88% | 1.63% | 2.43% | Q2 2019 | Q1 2020 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.06% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
ZACKS INVESTMENT MANAGEMENT | 4 | 4 | 0.21% | 0.22% | 0.23% | Q1 2017 | Q4 2017 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
GROUP ONE TRADING, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
CKW FINANCIAL GROUP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
CENTRAL BANK & TRUST CO | 3 | 1 | 0.86% | 0.94% | 0.99% | Q2 2013 | Q2 2014 | 4 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 4 | 4 | 0.08% | 0.10% | 0.11% | Q2 2013 | Q1 2014 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 4 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
BANK OF NOVA SCOTIA TRUST CO | 2 | 1 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q1 2021 | 4 |
Princeton Alpha Management LP | 2 | 1 | 0.05% | 0.09% | 0.12% | Q2 2014 | Q2 2016 | 4 |
Pinnacle Summer Investments, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2015 | 4 |
ACUITY INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.24% | 0.53% | Q2 2013 | Q1 2014 | 4 |
Voya Financial Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Kathmere Capital Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Covington Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
NatWest Group plc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
SITTNER & NELSON, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
ELLIOTT MANAGEMENT CORP | 4 | 4 | 0.54% | 0.70% | 0.85% | Q1 2019 | Q4 2019 | 4 |
STEWART & PATTEN CO LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q4 2017 | 4 |
Gary Goldberg Planning Services Inc | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 4 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
TIVERTON ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q4 2018 | 4 |
Perennial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
A.R.T. Advisors, LLC | 1 | 1 | 0.04% | 0.10% | 0.13% | Q2 2013 | Q4 2019 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.03% | 0.07% | Q2 2023 | Q3 2023 | 4 |
Banyan Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2013 | Q3 2014 | 4 |
Kiwi Wealth Investments Limited Partnership | 4 | 4 | 0.43% | 0.68% | 0.86% | Q3 2014 | Q2 2015 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
GUARDIAN CAPITAL LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
NewSquare Capital LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2020 | 4 |
Israel Discount Bank of New York | 4 | 4 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q1 2019 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.12% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Veracity Capital LLC | 4 | 4 | 0.11% | 0.12% | 0.12% | Q4 2019 | Q3 2020 | 4 |
AlphaOne Investment Services, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Pendal Group Ltd | 3 | 1 | 0.00% | 1.24% | 1.71% | Q4 2020 | Q4 2022 | 4 |
Calamos Wealth Management LLC | 2 | 1 | 0.07% | 0.16% | 0.29% | Q2 2013 | Q3 2023 | 4 |
RMR Wealth Builders | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2021 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Legacy Capital Wealth Partners, LLC | 2 | 1 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 4 |
Mitsubishi UFJ Asset Management Co., Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.06% | 0.09% | Q2 2022 | Q2 2023 | 4 |
Salient Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2015 | 4 |
Susquehanna International Group Ltd. | 2 | 1 | 0.08% | 3.06% | 7.93% | Q4 2018 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Manning & Napier Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q1 2023 | 4 |
INR ADVISORY SERVICES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Apollon Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2023 | 4 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q2 2015 | 4 |
Monument Capital Management | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Versant Capital Management, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.06% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Alera Investment Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.12% | 0.39% | Q2 2019 | Q2 2022 | 4 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.61% | 1.08% | 1.74% | Q3 2013 | Q3 2015 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 4 |
SENTINEL TRUST CO LBA | 4 | 4 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q1 2014 | 4 |
Vident Investment Advisory, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.25% | 0.33% | 0.37% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.05% | 0.09% | 0.16% | Q3 2015 | Q2 2019 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MQS Management LLC | 2 | 1 | 0.16% | 0.21% | 0.27% | Q1 2022 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.59% | 0.69% | 0.75% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Euro Pacific Asset Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.09% | 0.37% | 0.76% | Q4 2013 | Q2 2020 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q1 2019 | 3 |
Price Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 3 |
Edgestream Partners, L.P. | 2 | 1 | 0.14% | 0.17% | 0.18% | Q4 2020 | Q2 2022 | 3 |
J.Safra Asset Management Corp | 3 | 3 | 0.04% | 0.32% | 0.48% | Q4 2015 | Q2 2016 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q4 2013 | 3 |
Artisan Partners Limited Partnership | 2 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q1 2017 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.18% | 0.40% | 0.61% | Q1 2018 | Q3 2018 | 3 |
Cypress Wealth Advisors LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q3 2016 | Q1 2017 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.05% | 0.06% | 0.07% | Q1 2015 | Q4 2019 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.08% | 0.11% | 0.14% | Q2 2016 | Q4 2016 | 3 |
Granite Investment Partners, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.22% | 0.28% | 0.31% | Q1 2016 | Q4 2016 | 3 |
Vulcan Value Partners, LLC | 3 | 3 | 1.47% | 2.68% | 3.31% | Q1 2021 | Q3 2021 | 3 |
SAC Capital Advisors LP | 2 | 1 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q1 2014 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Sather Financial Group Inc | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q1 2020 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.06% | 0.12% | Q4 2021 | Q2 2023 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
White Elm Capital, LLC | 3 | 3 | 3.04% | 3.83% | 4.59% | Q2 2013 | Q4 2013 | 3 |
Crosspoint Capital Strategies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Cranbrook Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
FNY Managed Accounts LLC | 1 | 1 | 1.96% | 3.11% | 5.21% | Q1 2014 | Q4 2016 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q3 2018 | 3 |
AMG National Trust Bank | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q4 2022 | 3 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q1 2023 | 3 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q4 2018 | 3 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2016 | 3 |
Acrospire Investment Management LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q2 2017 | 3 |
Patten Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Sendero Wealth Management, LLC | 2 | 1 | 0.15% | 0.24% | 0.42% | Q1 2022 | Q3 2023 | 3 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.07% | 0.11% | Q2 2015 | Q1 2016 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Orbis Allan Gray Ltd | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2016 | Q3 2016 | 3 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 3 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2019 | 3 |
Phoenix Holdings Ltd. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 3 |
Foyston, Gordon, & Payne Inc | 3 | 3 | 0.45% | 0.51% | 0.55% | Q1 2020 | Q3 2020 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.13% | 0.20% | 0.27% | Q4 2017 | Q1 2019 | 3 |
PagnatoKarp Partners LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q4 2019 | 3 |
Summit Trail Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 3 |
Ziegler Capital Management, LLC | 2 | 1 | 0.17% | 0.30% | 0.39% | Q2 2013 | Q1 2020 | 3 |
MCIA Inc | 2 | 1 | 0.02% | 0.11% | 0.30% | Q2 2017 | Q3 2020 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 3 | 0.07% | 0.08% | 0.10% | Q3 2017 | Q1 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Solstein Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 3 |
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD | 3 | 3 | 5.98% | 6.42% | 7.21% | Q1 2023 | Q3 2023 | 3 |
DIAMANT ASSET MANAGEMENT, INC. | 3 | 3 | 0.04% | 0.17% | 0.25% | Q4 2017 | Q2 2018 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.14% | 0.16% | 0.19% | Q4 2017 | Q2 2018 | 3 |
Sepio Capital, LP | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Kavar Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
CARDEROCK CAPITAL MANAGEMENT INC | 3 | 3 | 0.23% | 0.26% | 0.29% | Q3 2013 | Q1 2014 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Foster Victor Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Quilter Plc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.07% | 0.13% | 0.19% | Q2 2021 | Q2 2023 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BI Asset Management Fondsmaeglerselskab A/S | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 3 |
Marcum Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Karani Asset Management LLC | 3 | 3 | 0.92% | 1.02% | 1.08% | Q4 2019 | Q2 2020 | 3 |
Americana Partners, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 3 |
Aspen Grove Capital, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Standard Family Office LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
OneAscent Wealth Management LLC | 2 | 1 | 0.19% | 0.39% | 0.80% | Q4 2020 | Q4 2021 | 3 |
Golden State Equity Partners | 3 | 3 | 0.08% | 0.14% | 0.25% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
NFJ INVESTMENT GROUP, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
SELDON CAPITAL LP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.02% | 0.06% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Blue Barn Wealth, LLC | 3 | 3 | 0.13% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capricorn Fund Managers Ltd | 2 | 1 | 0.65% | 0.87% | 0.99% | Q4 2022 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
FirstPurpose Wealth LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Baron Wealth Management LLC | 3 | 3 | 0.15% | 0.15% | 0.17% | Q2 2023 | Q4 2023 | 3 |
Foresight Global Investors, Inc. | 3 | 3 | 2.47% | 6.65% | 9.14% | Q1 2023 | Q3 2023 | 3 |
BREITER CAPITAL MANAGEMENT INC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q2 2021 | Q4 2021 | 3 |
SEARLE & CO. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q2 2015 | 3 |
ROMAN BUTLER FULLERTON & CO | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 3 |
Legal & General Group Plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 3 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ICON ADVISERS INC/CO | 2 | 1 | 0.06% | 0.08% | 0.10% | Q1 2014 | Q3 2017 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2018 | Q3 2018 | 3 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q2 2013 | Q4 2013 | 3 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 3 |
BlackRock Institutional Trust Company, N.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 3 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 3 |
THOMPSON SIEGEL & WALMSLEY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Live Your Vision, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Laurion Capital Management LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
L & S Advisors Inc | 1 | 1 | 0.28% | 0.33% | 0.39% | Q2 2017 | Q4 2017 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Honeycomb Asset Management LP | 1 | 1 | 3.26% | 3.31% | 3.36% | Q2 2019 | Q1 2023 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Guild Investment Management, Inc. | 2 | 2 | 3.09% | 7.12% | 11.14% | Q1 2015 | Q2 2015 | 2 |
Akaris Global Partners, LP | 2 | 2 | 1.12% | 5.64% | 10.15% | Q4 2019 | Q1 2020 | 2 |
Five Oceans Advisors | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Geneva Partners, LLC | 2 | 2 | 0.68% | 0.68% | 0.69% | Q3 2017 | Q4 2017 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Bangor Savings Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
FSM Wealth Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Cape Investment Advisory, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CHASE INVESTMENT COUNSEL CORP | 2 | 2 | 1.93% | 1.99% | 2.04% | Q2 2023 | Q3 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
SouthState Corp | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q1 2013 | 2 |
Night Owl Capital Management, LLC | 2 | 2 | 4.42% | 5.59% | 6.75% | Q2 2023 | Q3 2023 | 2 |
Wunderlich Capital Managemnt | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2020 | Q3 2020 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 2.55% | 2.59% | 2.64% | Q2 2013 | Q3 2013 | 2 |
KBC Group NV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Maytus Capital Management, LLC | 1 | 1 | 2.23% | 2.38% | 2.53% | Q2 2019 | Q1 2023 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 2 |
JB Capital LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Fulcrum Asset Management LLP | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2020 | Q4 2020 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
CONNING INC. | 1 | 1 | 0.01% | 0.10% | 0.19% | Q1 2017 | Q4 2022 | 2 |
Field & Main Bank | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2013 | Q1 2014 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
JABODON PT CO | 1 | 1 | 2.97% | 8.59% | 14.21% | Q3 2018 | Q1 2019 | 2 |
Geller Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q3 2020 | 2 |
HARTFORD INVESTMENT MANAGEMENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.65% | 1.29% | Q3 2013 | Q3 2023 | 2 |
Holistic Financial Partners | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q1 2018 | 2 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
FCM INVESTMENTS/TX | 2 | 2 | 0.85% | 0.89% | 0.93% | Q2 2013 | Q3 2013 | 2 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 2 |
Centiva Capital, LP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q2 2022 | 2 |
BSW Wealth Partners | 2 | 2 | 0.09% | 0.11% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2015 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Orion Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Spears Abacus Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
MARSICO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.41% | 0.42% | 0.44% | Q1 2022 | Q3 2023 | 2 |
Argent Wealth Management LLC | 2 | 2 | 0.29% | 0.30% | 0.32% | Q1 2020 | Q2 2020 | 2 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
PFG Investments, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Hoxton Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 2 |
Amida Capital Management II, LLC | 1 | 1 | 0.04% | 0.16% | 0.27% | Q2 2013 | Q2 2013 | 2 |
ADIRONDACK TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.10% | 0.18% | Q1 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Jabre Capital Partners S.A. | 2 | 2 | 0.06% | 0.13% | 0.20% | Q2 2014 | Q3 2014 | 2 |
HANSBERGER GLOBAL INVESTORS INC/FL | 2 | 2 | 0.19% | 0.22% | 0.25% | Q2 2013 | Q3 2013 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.28% | 0.30% | 0.32% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.39% | 0.46% | 0.53% | Q4 2016 | Q4 2020 | 2 |
ING GROEP NV | 2 | 2 | 0.09% | 0.12% | 0.14% | Q2 2013 | Q3 2013 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 2 |
InTrack Investment Management Inc | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2021 | Q3 2021 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2023 | 2 |
StellarOne CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q2 2015 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 2 | 0.06% | 0.17% | 0.27% | Q4 2021 | Q1 2022 | 2 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2016 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Astrantus Ltd | 2 | 2 | 0.18% | 0.46% | 0.75% | Q4 2021 | Q1 2022 | 2 |
Founders Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
BALESTRA CAPITAL LTD. | 2 | 2 | 9.69% | 10.70% | 11.70% | Q2 2013 | Q3 2013 | 2 |
Oxbow Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q3 2020 | 2 |
Center for Financial Planning, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Lebenthal Holdings,LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q3 2015 | Q1 2016 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Blueprint Investment Partners LLC | 2 | 2 | 0.05% | 0.09% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Kingdom Ridge Capital, LLC | 1 | 1 | 2.36% | 3.28% | 4.19% | Q2 2013 | Q3 2016 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Capital International, Inc./CA/ | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.97% | 0.98% | 0.99% | Q2 2013 | Q3 2020 | 2 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q2 2015 | 2 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.06% | 0.11% | Q2 2019 | Q3 2020 | 2 |
Glovista Investments LLC | 1 | 1 | 0.04% | 0.06% | 0.07% | Q1 2016 | Q3 2017 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Cassady Schiller Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Echo Street Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TFC Financial Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 1.15% | 1.43% | 1.70% | Q2 2023 | Q3 2023 | 2 |
Intersect Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.37% | 0.59% | 0.82% | Q3 2018 | Q3 2020 | 2 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.02% | 0.07% | 0.12% | Q4 2018 | Q2 2019 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Leucadia National | 2 | 2 | 0.68% | 0.76% | 0.83% | Q2 2023 | Q3 2023 | 2 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q1 2020 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
TBP ADVISORS LTD | 2 | 2 | 0.25% | 0.36% | 0.48% | Q2 2013 | Q3 2013 | 2 |
LONESTAR CAPITAL MANAGEMENT LLC | 2 | 2 | 2.16% | 2.47% | 2.78% | Q2 2013 | Q3 2013 | 2 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2013 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.03% | 0.07% | 0.11% | Q4 2016 | Q1 2017 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.08% | 0.15% | Q4 2016 | Q4 2016 | 2 |
abrdn plc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 2 |
Hilton Capital Management, LLC | 2 | 2 | 0.06% | 0.12% | 0.18% | Q4 2016 | Q1 2017 | 2 |
Quent Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Marlowe Partners LP | 2 | 2 | 0.51% | 1.31% | 2.10% | Q1 2020 | Q2 2020 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.01% | 0.36% | 0.71% | Q3 2019 | Q1 2021 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Optima Fund Management LLC | 2 | 2 | 2.07% | 2.09% | 2.11% | Q4 2018 | Q1 2019 | 2 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Nicholas Hoffman & Company, LLC. | 1 | 1 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q2 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.12% | 0.15% | 0.17% | Q2 2016 | Q3 2016 | 2 |
COUNTRY TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.02% | 0.18% | 0.33% | Q4 2018 | Q2 2019 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2013 | 2 |
RONALD BLUE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 2 |
Espalier Global Management LLC | 1 | 1 | 0.42% | 0.46% | 0.51% | Q2 2013 | Q4 2013 | 2 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Tradeworx Inc. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2013 | Q2 2013 | 2 |
F3Logic, LLC | 1 | 1 | 0.05% | 0.23% | 0.41% | Q2 2019 | Q3 2020 | 2 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.55% | 1.10% | Q4 2021 | Q3 2023 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2022 | Q3 2022 | 2 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
DG CAPITAL MANAGEMENT INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
BP PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Nishkama Capital, LLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q2 2019 | Q2 2019 | 1 |
DEERE & CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
MARIETTA INVESTMENT PARTNERS LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2013 | Q2 2013 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
American Investment Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amplify Investments, LLC | 1 | 1 | 3.76% | 3.76% | 3.76% | Q1 2018 | Q1 2018 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ACCIDENT COMPENSATION CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
RS INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Homrich & Berg | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Moreno Evelyn V | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2016 | Q3 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Junto Capital Management LP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2021 | Q4 2021 | 1 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Sterling Ridge Capital Management LP | 1 | 1 | 4.21% | 4.21% | 4.21% | Q3 2015 | Q3 2015 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
HARRIS ASSOCIATES L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CADIAN CAPITAL MANAGEMENT, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2014 | Q1 2014 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SOPHROSYNE CAPITAL LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2014 | Q1 2014 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
LMR Partners LLP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WADDELL & REED FINANCIAL INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Welch Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
Airain ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2018 | Q4 2018 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 1 |
Sandhill Capital Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Liontrust Investment Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WILMINGTON TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ensign Peak Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GENESEE VALLEY TRUST CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
NKCFO LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Enterprise Bank & Trust Co | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Lee Capital Holdings LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2018 | Q2 2018 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
Leap Investments LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
EAGLE CAPITAL MANAGEMENT LLC | 1 | 1 | 2.19% | 2.19% | 2.19% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Rossmore Private Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
G&S Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
StoneX Group Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
Lucia Wealth Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2017 | Q4 2017 | 1 |
RAINIER INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2013 | Q2 2013 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2021 | Q1 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Shay Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
Mirova US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NWK Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Archer Investment Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
swisspartners Advisors Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Candriam S.C.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2020 | Q4 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Stevard, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Caption Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Johnson Financial Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2017 | Q4 2017 | 1 |
Peak Ten Capital LLC | 1 | 1 | 3.42% | 3.42% | 3.42% | Q4 2014 | Q4 2014 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Zenit Asset Management AB | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2015 | Q1 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2015 | Q4 2015 | 1 |
Jump Financial, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2020 | Q3 2020 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2016 | Q4 2016 | 1 |
TIEDEMANN TRUST CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
CastleKnight Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
MRA Advisory Group | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Crestline Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lunia Capital LP | 1 | 1 | 2.13% | 2.13% | 2.13% | Q3 2020 | Q3 2020 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q2 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
South Shore Capital Advisors | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2020 | Q4 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Skye Global Management LP | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2022 | Q3 2022 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2017 | Q1 2017 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2016 | Q1 2016 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2021 | Q4 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Santa Fe Partners LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Herald Investment Management Ltd | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
WADE G W & INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2016 | Q2 2016 | 1 |
COTTONWOOD CAPITAL ADVISORS, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Geduld E E | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2013 | Q3 2013 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Passport Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Ilmarinen Mutual Pension Insurance Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
SPRINGS CAPITAL (HONG KONG) Ltd | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2021 | Q4 2021 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oribel Capital Management, LP | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2016 | Q4 2016 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
YHB Investment Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2015 | Q1 2015 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Lee Capital Management LP | 1 | 1 | 1.19% | 1.19% | 1.19% | Q1 2018 | Q1 2018 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Alight Capital Management LP | 1 | 1 | 4.66% | 4.66% | 4.66% | Q2 2023 | Q2 2023 | 1 |
XY Capital Ltd | 1 | 1 | 1.49% | 1.49% | 1.49% | Q4 2022 | Q4 2022 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q3 2023 | Q3 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
KLR INVESTMENT ADVISORS, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own SAP SE or have owned SAP SE in the past.