Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34 | 34 | 0.00% | 0.11% | 0.51% | Q2 2015 | Q3 2023 | 98 |
Citadel Advisors | 29 | 4 | 0.00% | 0.09% | 0.41% | Q2 2015 | Q3 2023 | 91 |
WOLVERINE TRADING, LLC | 30 | 30 | 0.00% | 0.12% | 0.61% | Q2 2016 | Q3 2023 | 90 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.03% | 0.17% | Q3 2015 | Q3 2023 | 89 |
Walleye Trading LLC | 33 | 33 | 0.00% | 0.11% | 1.02% | Q3 2015 | Q3 2023 | 86 |
ROYAL BANK OF CANADA | 34 | 34 | 0.00% | 0.08% | 0.43% | Q2 2015 | Q3 2023 | 84 |
D. E. Shaw & Co., Inc. | 27 | 2 | 0.00% | 0.10% | 0.46% | Q3 2015 | Q3 2023 | 82 |
Parallax Volatility Advisers, L.P. | 25 | 1 | 0.00% | 0.02% | 0.28% | Q3 2015 | Q3 2023 | 77 |
BARCLAYS PLC | 30 | 30 | 0.00% | 0.02% | 0.26% | Q2 2016 | Q3 2023 | 77 |
Cutler Group LLC / CA | 20 | 7 | 0.00% | 0.07% | 0.46% | Q4 2015 | Q3 2023 | 76 |
UBS Group AG | 34 | 34 | 0.00% | 0.02% | 0.14% | Q2 2015 | Q3 2023 | 70 |
JANE STREET GROUP, LLC | 29 | 1 | 0.00% | 0.10% | 0.50% | Q4 2015 | Q3 2023 | 70 |
NOMURA HOLDINGS INC | 25 | 25 | 0.00% | 0.07% | 0.50% | Q3 2017 | Q3 2023 | 67 |
GOLDMAN SACHS GROUP INC | 30 | 1 | 0.00% | 0.02% | 0.10% | Q2 2015 | Q3 2023 | 67 |
BANK OF AMERICA CORP /DE/ | 34 | 34 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 64 |
CAPITAL FUND MANAGEMENT S.A. | 26 | 26 | 0.00% | 0.19% | 0.78% | Q2 2017 | Q3 2023 | 63 |
BANK OF MONTREAL /CAN/ | 31 | 2 | 0.00% | 0.17% | 1.32% | Q2 2015 | Q3 2023 | 61 |
TWO SIGMA INVESTMENTS, LP | 18 | 11 | 0.00% | 0.07% | 0.29% | Q1 2016 | Q3 2023 | 58 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.32% | 1.29% | Q3 2018 | Q3 2023 | 57 |
HAP Trading, LLC | 14 | 2 | 0.00% | 0.07% | 0.53% | Q1 2017 | Q3 2023 | 53 |
CREDIT SUISSE AG/ | 32 | 32 | 0.00% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 50 |
Creative Planning | 30 | 30 | 0.00% | 0.01% | 0.07% | Q2 2016 | Q3 2023 | 48 |
TWO SIGMA SECURITIES, LLC | 16 | 1 | 0.00% | 0.12% | 0.45% | Q2 2017 | Q3 2023 | 48 |
CIBC WORLD MARKET INC. | 32 | 32 | 0.00% | 0.69% | 3.06% | Q4 2015 | Q3 2023 | 46 |
DEUTSCHE BANK AG\ | 31 | 1 | 0.00% | 0.03% | 0.11% | Q3 2015 | Q3 2023 | 45 |
WELLS FARGO & COMPANY/MN | 34 | 34 | 0.00% | 0.02% | 0.09% | Q2 2015 | Q3 2023 | 45 |
HSBC HOLDINGS PLC | 27 | 27 | 0.00% | 0.03% | 0.16% | Q1 2017 | Q3 2023 | 44 |
MILLENNIUM MANAGEMENT LLC | 16 | 1 | 0.00% | 0.03% | 0.30% | Q2 2015 | Q3 2023 | 42 |
XR Securities LLC | 20 | 20 | 0.00% | 0.23% | 2.66% | Q4 2018 | Q3 2023 | 42 |
Cubist Systematic Strategies, LLC | 25 | 1 | 0.00% | 0.06% | 0.21% | Q3 2015 | Q3 2023 | 41 |
TUDOR INVESTMENT CORP ET AL | 23 | 23 | 0.01% | 0.07% | 0.26% | Q1 2018 | Q3 2023 | 41 |
HighTower Advisors, LLC | 22 | 2 | 0.00% | 0.03% | 0.13% | Q2 2017 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 22 | 4 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 39 |
Twin Tree Management, LP | 12 | 1 | 0.00% | 0.08% | 0.31% | Q4 2017 | Q3 2023 | 39 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 26 | 26 | 0.07% | 0.46% | 1.31% | Q2 2017 | Q3 2023 | 37 |
Squarepoint Ops LLC | 19 | 2 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.04% | 0.12% | Q1 2016 | Q3 2023 | 35 |
FMR LLC | 34 | 34 | 0.01% | 0.24% | 0.85% | Q2 2015 | Q3 2023 | 34 |
MORGAN STANLEY | 34 | 34 | 0.00% | 0.34% | 1.16% | Q2 2015 | Q3 2023 | 34 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 25 | 25 | 0.28% | 1.23% | 3.09% | Q3 2016 | Q3 2022 | 34 |
GILDER GAGNON HOWE & CO LLC | 34 | 34 | 0.05% | 1.19% | 3.38% | Q2 2015 | Q3 2023 | 34 |
PRICE T ROWE ASSOCIATES INC /MD/ | 34 | 34 | 0.00% | 0.16% | 0.41% | Q2 2015 | Q3 2023 | 34 |
JPMORGAN CHASE & CO | 34 | 34 | 0.00% | 0.07% | 0.18% | Q2 2015 | Q3 2023 | 34 |
Connor, Clark & Lunn Investment Management Ltd. | 34 | 34 | 0.01% | 1.66% | 4.74% | Q2 2015 | Q3 2023 | 34 |
FEDERATED HERMES, INC. | 34 | 34 | 0.01% | 0.26% | 0.77% | Q2 2015 | Q3 2023 | 34 |
TD ASSET MANAGEMENT INC | 34 | 34 | 0.00% | 0.28% | 0.86% | Q2 2015 | Q3 2023 | 34 |
CI INVESTMENTS INC. | 19 | 14 | 0.02% | 0.14% | 0.49% | Q2 2015 | Q3 2023 | 33 |
STATE OF WISCONSIN INVESTMENT BOARD | 31 | 2 | 0.00% | 0.07% | 0.24% | Q2 2015 | Q3 2023 | 33 |
SHELL ASSET MANAGEMENT CO | 32 | 32 | 0.00% | 0.08% | 0.23% | Q4 2015 | Q3 2023 | 32 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.10% | 0.34% | Q4 2019 | Q3 2023 | 32 |
ClearBridge Investments | 32 | 32 | 0.00% | 0.06% | 0.23% | Q4 2015 | Q3 2023 | 32 |
Swiss National Bank | 32 | 32 | 0.00% | 0.14% | 0.44% | Q4 2015 | Q3 2023 | 32 |
Tower Research Capital LLC (TRC) | 16 | 4 | 0.00% | 0.03% | 0.12% | Q2 2015 | Q3 2023 | 32 |
LPL Financial LLC | 29 | 29 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q3 2023 | 32 |
TORONTO DOMINION BANK | 29 | 3 | 0.00% | 0.22% | 1.13% | Q3 2015 | Q3 2023 | 32 |
TIGER GLOBAL MANAGEMENT LLC | 32 | 32 | 0.02% | 0.44% | 2.42% | Q2 2015 | Q1 2023 | 32 |
Abdiel Capital Advisors | 31 | 31 | 4.89% | 17.70% | 42.45% | Q1 2016 | Q3 2023 | 31 |
Jefferies Group LLC | 16 | 1 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q3 2022 | 31 |
1832 Asset Management L.P. | 30 | 1 | 0.00% | 0.14% | 0.50% | Q2 2015 | Q3 2023 | 31 |
BANK OF NOVA SCOTIA | 30 | 30 | 0.00% | 0.73% | 2.72% | Q2 2016 | Q3 2023 | 31 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 31 | 31 | 0.02% | 0.27% | 0.98% | Q1 2016 | Q3 2023 | 31 |
Financial Architects, Inc | 25 | 25 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q1 2022 | 31 |
Alkeon Capital Management | 16 | 3 | 0.10% | 0.48% | 1.03% | Q2 2015 | Q2 2023 | 31 |
Stephens Investment Management Group LLC | 30 | 30 | 0.00% | 0.41% | 1.10% | Q2 2016 | Q3 2023 | 30 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 30 | 30 | 0.00% | 0.14% | 0.48% | Q2 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 30 | 30 | 0.00% | 0.06% | 0.17% | Q2 2016 | Q3 2023 | 30 |
Bank of New York Mellon Corp | 30 | 30 | 0.00% | 0.04% | 0.10% | Q2 2016 | Q3 2023 | 30 |
VANGUARD GROUP INC | 30 | 30 | 0.00% | 0.04% | 0.12% | Q2 2016 | Q3 2023 | 30 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 30 | 30 | 0.00% | 0.09% | 0.27% | Q2 2016 | Q3 2023 | 30 |
FRANKLIN RESOURCES INC | 27 | 3 | 0.00% | 0.23% | 0.53% | Q2 2015 | Q3 2023 | 30 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 30 | 30 | 0.00% | 0.12% | 0.46% | Q2 2016 | Q3 2023 | 30 |
SCOTIA CAPITAL INC. | 30 | 30 | 0.01% | 0.13% | 0.28% | Q2 2016 | Q3 2023 | 30 |
Penserra Capital Management LLC | 30 | 30 | 0.01% | 0.24% | 0.55% | Q2 2016 | Q3 2023 | 30 |
CANADA PENSION PLAN INVESTMENT BOARD | 30 | 30 | 0.06% | 0.23% | 0.79% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 30 |
Alberta Investment Management Corp | 30 | 30 | 0.01% | 0.72% | 2.50% | Q2 2016 | Q3 2023 | 30 |
NEW YORK STATE COMMON RETIREMENT FUND | 29 | 1 | 0.00% | 0.07% | 0.20% | Q1 2016 | Q3 2023 | 30 |
AMERIPRISE FINANCIAL INC | 29 | 1 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 30 |
AGF INVESTMENTS INC. | 30 | 30 | 0.00% | 0.20% | 0.80% | Q2 2015 | Q3 2022 | 30 |
BLAIR WILLIAM & CO/IL | 29 | 29 | 0.00% | 0.06% | 0.14% | Q3 2016 | Q3 2023 | 29 |
Janney Montgomery Scott LLC | 29 | 29 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 29 |
BlackRock Inc. | 27 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 29 | 29 | 0.00% | 0.05% | 0.16% | Q3 2016 | Q3 2023 | 29 |
FRED ALGER MANAGEMENT, LLC | 29 | 29 | 0.02% | 0.33% | 1.56% | Q3 2016 | Q3 2023 | 29 |
Roundview Capital LLC | 29 | 29 | 0.04% | 0.23% | 0.44% | Q3 2016 | Q3 2023 | 29 |
Centiva Capital, LP | 13 | 13 | 0.00% | 0.07% | 0.31% | Q3 2020 | Q3 2023 | 29 |
NORTHERN TRUST CORP | 29 | 29 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
CIBC Asset Management Inc | 29 | 29 | 0.01% | 0.73% | 2.05% | Q3 2016 | Q3 2023 | 29 |
GUGGENHEIM CAPITAL LLC | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
SCGE MANAGEMENT, L.P. | 29 | 29 | 2.90% | 11.74% | 19.00% | Q3 2016 | Q3 2023 | 29 |
Legal & General Group Plc | 29 | 29 | 0.00% | 0.09% | 0.26% | Q3 2016 | Q3 2023 | 29 |
Barton Investment Management | 29 | 29 | 0.29% | 14.72% | 27.56% | Q3 2016 | Q3 2023 | 29 |
Walleye Capital LLC | 8 | 1 | 0.01% | 0.06% | 0.22% | Q3 2018 | Q3 2023 | 29 |
Kingsview Wealth Management, LLC | 12 | 1 | 0.00% | 0.07% | 0.25% | Q3 2017 | Q3 2023 | 29 |
FIFTH THIRD BANCORP | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 26 | 2 | 0.00% | 0.06% | 0.14% | Q3 2016 | Q3 2023 | 28 |
HUNTINGTON NATIONAL BANK | 28 | 28 | 0.01% | 0.30% | 0.86% | Q4 2016 | Q3 2023 | 28 |
Covenant Asset Management, LLC | 18 | 18 | 0.23% | 1.97% | 5.19% | Q2 2019 | Q3 2023 | 28 |
LORD, ABBETT & CO. LLC | 12 | 2 | 0.00% | 0.24% | 0.77% | Q2 2015 | Q3 2023 | 28 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 6 | 0.00% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.09% | 0.29% | Q4 2016 | Q3 2023 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 26 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 28 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 28 | 28 | 0.61% | 4.73% | 6.90% | Q4 2016 | Q3 2023 | 28 |
Whale Rock Capital Management | 26 | 1 | 0.06% | 4.23% | 8.02% | Q2 2015 | Q1 2022 | 28 |
GLENMEDE TRUST CO NA | 15 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2022 | 28 |
Advisory Services Network, LLC | 27 | 27 | 0.01% | 0.11% | 0.36% | Q1 2017 | Q3 2023 | 27 |
SEI INVESTMENTS CO | 24 | 3 | 0.00% | 0.08% | 0.40% | Q3 2016 | Q3 2023 | 27 |
BESSEMER GROUP INC | 24 | 1 | 0.00% | 0.15% | 0.36% | Q4 2015 | Q3 2023 | 27 |
MONTRUSCO BOLTON INVESTMENTS INC. | 27 | 27 | 0.02% | 0.24% | 0.77% | Q1 2017 | Q3 2023 | 27 |
Sands Capital Management | 27 | 27 | 0.82% | 2.14% | 3.74% | Q1 2017 | Q3 2023 | 27 |
Invesco Ltd. | 27 | 27 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.08% | 0.23% | Q1 2017 | Q3 2023 | 27 |
D.A. DAVIDSON & CO. | 23 | 4 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q3 2023 | 27 |
INTACT INVESTMENT MANAGEMENT INC. | 17 | 2 | 0.03% | 0.94% | 3.17% | Q1 2016 | Q3 2023 | 27 |
FIRST TRUST ADVISORS LP | 25 | 2 | 0.00% | 0.07% | 0.21% | Q2 2015 | Q3 2023 | 27 |
PCJ Investment Counsel Ltd. | 27 | 27 | 0.06% | 2.05% | 5.25% | Q1 2017 | Q3 2023 | 27 |
US BANCORP \DE\ | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Kovack Advisors, Inc. | 27 | 27 | 0.09% | 0.53% | 1.37% | Q1 2017 | Q3 2023 | 27 |
Fiera Capital Corp | 27 | 27 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 27 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 26 | 26 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 26 |
FIL Ltd | 22 | 4 | 0.01% | 1.03% | 2.91% | Q2 2016 | Q3 2023 | 26 |
Gerber Kawasaki Wealth & Investment Management | 23 | 2 | 0.01% | 0.22% | 0.65% | Q2 2017 | Q3 2023 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 26 | 26 | 0.00% | 0.09% | 0.24% | Q2 2017 | Q3 2023 | 26 |
North Star Investment Management Corp. | 17 | 9 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
AE Wealth Management LLC | 25 | 25 | 0.00% | 0.09% | 0.25% | Q3 2017 | Q3 2023 | 26 |
Gulf International Bank (UK) Ltd | 26 | 26 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 26 |
Compagnie Lombard Odier SCmA | 26 | 26 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 26 |
Texas Yale Capital Corp. | 26 | 26 | 0.07% | 0.43% | 1.02% | Q2 2017 | Q3 2023 | 26 |
NORGES BANK | 26 | 26 | 0.00% | 0.12% | 0.34% | Q3 2016 | Q4 2022 | 26 |
ALLIANCEBERNSTEIN L.P. | 26 | 26 | 0.00% | 0.01% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Sumitomo Mitsui Trust Holdings, Inc. | 26 | 26 | 0.03% | 0.31% | 0.87% | Q2 2017 | Q3 2023 | 26 |
KEYBANK NATIONAL ASSOCIATION/OH | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.06% | 0.15% | Q2 2017 | Q3 2023 | 26 |
PEAK6 Group LLC | 12 | 12 | 0.00% | 0.06% | 0.29% | Q3 2015 | Q2 2018 | 26 |
AlphaMark Advisors, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
FLAGSHIP HARBOR ADVISORS, LLC | 26 | 26 | 0.10% | 0.30% | 0.65% | Q2 2017 | Q3 2023 | 26 |
Korea Investment CORP | 26 | 26 | 0.00% | 0.24% | 0.68% | Q2 2017 | Q3 2023 | 26 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.07% | 0.56% | Q1 2016 | Q3 2023 | 26 |
Sterling Investment Advisors, Ltd. | 22 | 1 | 0.05% | 0.52% | 1.21% | Q4 2016 | Q3 2023 | 26 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.04% | 0.38% | Q3 2015 | Q3 2023 | 26 |
Nadler Financial Group, Inc. | 22 | 4 | 0.04% | 0.28% | 0.94% | Q1 2017 | Q3 2023 | 26 |
WEDBUSH SECURITIES INC | 22 | 3 | 0.03% | 0.09% | 0.20% | Q2 2017 | Q3 2023 | 25 |
Mn Services Vermogensbeheer B.V. | 15 | 10 | 0.03% | 0.29% | 0.79% | Q2 2017 | Q3 2023 | 25 |
CenterStar Asset Management, LLC | 9 | 1 | 0.00% | 0.15% | 0.93% | Q1 2018 | Q3 2022 | 25 |
Valeo Financial Advisors, LLC | 21 | 1 | 0.00% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 25 |
COMERICA BANK | 24 | 1 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q4 2022 | 25 |
Baillie Gifford | 25 | 25 | 0.13% | 2.35% | 4.20% | Q3 2017 | Q3 2023 | 25 |
Paloma Partners Management Co | 12 | 4 | 0.00% | 0.05% | 0.28% | Q3 2017 | Q4 2021 | 25 |
UBS ASSET MANAGEMENT AMERICAS INC | 22 | 3 | 0.00% | 0.03% | 0.40% | Q2 2015 | Q3 2022 | 25 |
Tradewinds Capital Management, LLC | 19 | 6 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 25 |
Stratos Wealth Partners, LTD. | 25 | 25 | 0.01% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 25 |
Avior Wealth Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 25 |
GRAND JEAN CAPITAL MANAGEMENT INC | 25 | 25 | 0.17% | 1.03% | 2.27% | Q3 2017 | Q3 2023 | 25 |
AMERICAN CENTURY COMPANIES INC | 16 | 9 | 0.00% | 0.10% | 0.30% | Q3 2015 | Q3 2023 | 25 |
SG Americas Securities, LLC | 9 | 1 | 0.00% | 0.19% | 1.81% | Q2 2015 | Q3 2023 | 25 |
M&T BANK CORP | 18 | 3 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q3 2023 | 25 |
DIMENSIONAL FUND ADVISORS LP | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Manchester Capital Management LLC | 25 | 25 | 0.00% | 0.24% | 0.87% | Q3 2017 | Q3 2023 | 25 |
Capital World Investors | 21 | 4 | 0.00% | 0.43% | 1.36% | Q2 2015 | Q3 2023 | 25 |
STATE STREET CORP | 24 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
ARK Investment Management | 24 | 1 | 0.00% | 1.57% | 4.61% | Q2 2017 | Q3 2023 | 25 |
PineBridge Investments, L.P. | 25 | 25 | 0.00% | 0.13% | 0.40% | Q3 2017 | Q3 2023 | 25 |
Mitsubishi UFJ Trust & Banking Corp | 25 | 25 | 0.03% | 0.25% | 0.55% | Q3 2017 | Q3 2023 | 25 |
Carnegie Capital Asset Management, LLC | 25 | 25 | 0.11% | 0.44% | 1.05% | Q3 2017 | Q3 2023 | 25 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Wellington Shields Capital Management, LLC | 24 | 24 | 0.03% | 0.42% | 1.04% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.18% | 0.50% | Q4 2017 | Q3 2023 | 24 |
Skandinaviska Enskilda Banken AB (publ) | 17 | 7 | 0.01% | 0.05% | 0.13% | Q2 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.12% | 0.34% | Q4 2017 | Q3 2023 | 24 |
TRUST CO OF VERMONT | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 24 |
ASHFORD CAPITAL MANAGEMENT INC | 21 | 3 | 0.03% | 1.27% | 2.70% | Q1 2017 | Q3 2023 | 24 |
Laurion Capital Management LP | 7 | 1 | 0.00% | 0.21% | 0.91% | Q2 2015 | Q3 2023 | 24 |
State of Tennessee, Treasury Department | 16 | 2 | 0.01% | 0.18% | 0.80% | Q2 2016 | Q3 2023 | 24 |
Cetera Advisors LLC | 22 | 2 | 0.01% | 0.08% | 0.16% | Q2 2017 | Q3 2023 | 24 |
Sandy Spring Bank | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
EATON VANCE MANAGEMENT | 24 | 24 | 0.01% | 0.07% | 0.19% | Q4 2016 | Q3 2022 | 24 |
First Command Financial Services, Inc. | 24 | 24 | 0.00% | 0.06% | 0.15% | Q3 2017 | Q2 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 17 | 1 | 0.00% | 0.06% | 0.16% | Q2 2015 | Q3 2023 | 24 |
L & S Advisors Inc | 24 | 24 | 0.06% | 0.33% | 0.88% | Q3 2017 | Q2 2023 | 24 |
OPPENHEIMER & CO INC | 21 | 3 | 0.01% | 0.04% | 0.12% | Q1 2017 | Q3 2023 | 24 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 1 | 0.00% | 0.06% | 0.19% | Q2 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 24 |
Addenda Capital Inc. | 24 | 24 | 0.43% | 2.21% | 5.13% | Q4 2017 | Q3 2023 | 24 |
First Command Bank | 24 | 24 | 0.00% | 0.07% | 0.15% | Q3 2017 | Q2 2023 | 24 |
WELLINGTON MANAGEMENT GROUP LLP | 24 | 24 | 0.00% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.09% | 0.52% | Q3 2015 | Q3 2023 | 24 |
EARNEST PARTNERS LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Horrell Capital Management, Inc. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
OLD SECOND NATIONAL BANK OF AURORA | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
SIMPLEX TRADING, LLC | 11 | 1 | 0.00% | 0.02% | 0.30% | Q4 2015 | Q1 2023 | 23 |
Asset Dedication, LLC | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
BROWN ADVISORY INC | 23 | 23 | 0.00% | 0.35% | 1.18% | Q1 2018 | Q3 2023 | 23 |
Baird Financial Group, Inc. | 23 | 23 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
FDx Advisors, Inc. | 22 | 1 | 0.01% | 0.07% | 0.13% | Q1 2017 | Q3 2023 | 23 |
NVWM, LLC | 23 | 23 | 0.00% | 0.41% | 1.25% | Q1 2018 | Q3 2023 | 23 |
WCM INVESTMENT MANAGEMENT, LLC | 23 | 23 | 0.01% | 5.59% | 11.95% | Q1 2018 | Q3 2023 | 23 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 23 | 23 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q1 2022 | 23 |
ARROW FINANCIAL CORP | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Hillsdale Investment Management Inc. | 18 | 5 | 0.15% | 1.15% | 2.60% | Q2 2017 | Q3 2023 | 23 |
MUFG Securities EMEA plc | 9 | 5 | 0.00% | 0.25% | 1.41% | Q1 2020 | Q3 2023 | 23 |
Mitsubishi UFJ Asset Management Co., Ltd. | 18 | 5 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 23 |
MISSION WEALTH MANAGEMENT, LP | 16 | 16 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 23 |
JANUS HENDERSON GROUP PLC | 23 | 23 | 0.00% | 0.04% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Hilltop Holdings Inc. | 18 | 1 | 0.03% | 0.08% | 0.14% | Q3 2017 | Q3 2023 | 23 |
Meridian Wealth Management, LLC | 18 | 2 | 0.12% | 0.73% | 2.11% | Q1 2017 | Q3 2023 | 23 |
Verition Fund Management LLC | 10 | 1 | 0.00% | 0.19% | 1.52% | Q1 2018 | Q3 2023 | 23 |
Mirae Asset Global Investments Co., Ltd. | 22 | 22 | 0.00% | 0.16% | 0.37% | Q2 2018 | Q3 2023 | 22 |
Candriam S.C.A. | 21 | 1 | 0.00% | 0.02% | 0.14% | Q1 2018 | Q3 2023 | 22 |
Fisher Asset Management, LLC | 15 | 7 | 0.00% | 0.02% | 0.10% | Q3 2017 | Q3 2023 | 22 |
Wellington Shields & Co., LLC | 22 | 22 | 0.12% | 0.94% | 2.08% | Q2 2018 | Q3 2023 | 22 |
OPTIMUM INVESTMENT ADVISORS | 21 | 21 | 0.00% | 0.07% | 0.18% | Q4 2018 | Q4 2023 | 22 |
LYELL WEALTH MANAGEMENT, LP | 22 | 22 | 0.40% | 1.55% | 3.40% | Q2 2018 | Q3 2023 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.56% | 1.33% | 2.75% | Q2 2018 | Q3 2023 | 22 |
JENNISON ASSOCIATES LLC | 20 | 2 | 0.01% | 1.44% | 4.47% | Q2 2017 | Q4 2022 | 22 |
Ancora Advisors LLC | 21 | 21 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 22 |
TCI Wealth Advisors, Inc. | 21 | 21 | 0.00% | 0.03% | 0.12% | Q1 2018 | Q1 2023 | 22 |
CAAS CAPITAL MANAGEMENT LP | 8 | 2 | 0.00% | 0.10% | 0.78% | Q1 2020 | Q3 2022 | 22 |
Gs Investments, Inc. | 22 | 22 | 0.00% | 0.05% | 0.26% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 20 | 20 | 0.00% | 0.10% | 0.29% | Q4 2018 | Q3 2023 | 22 |
Nikko Asset Management Americas, Inc. | 13 | 9 | 0.09% | 2.70% | 5.41% | Q4 2017 | Q3 2023 | 22 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Neuberger Berman Group LLC | 22 | 22 | 0.00% | 0.03% | 0.14% | Q2 2018 | Q3 2023 | 22 |
REILLY FINANCIAL ADVISORS, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2021 | 22 |
NATIXIS ADVISORS, L.P. | 22 | 22 | 0.05% | 0.13% | 0.25% | Q2 2018 | Q3 2023 | 22 |
Coatue Management | 19 | 1 | 0.01% | 2.38% | 7.21% | Q2 2017 | Q3 2023 | 22 |
Baldwin Investment Management, LLC | 22 | 22 | 0.07% | 0.18% | 0.42% | Q2 2018 | Q3 2023 | 22 |
Private Advisor Group, LLC | 22 | 22 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
TOBAM | 16 | 6 | 0.00% | 0.11% | 0.24% | Q3 2016 | Q3 2023 | 22 |
SIG North Trading, ULC | 8 | 8 | 0.03% | 0.68% | 1.81% | Q4 2021 | Q3 2023 | 22 |
PITTENGER & ANDERSON INC | 17 | 5 | 0.00% | 0.03% | 0.12% | Q3 2016 | Q3 2023 | 22 |
WELCH & FORBES LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
MACKENZIE FINANCIAL CORP | 20 | 2 | 0.01% | 0.34% | 0.94% | Q1 2016 | Q3 2023 | 22 |
StoneX Group Inc. | 17 | 5 | 0.22% | 0.47% | 0.91% | Q4 2017 | Q2 2023 | 22 |
MASSMUTUAL TRUST CO FSB/ADV | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2023 | 21 |
ATALANTA SOSNOFF CAPITAL, LLC | 21 | 21 | 0.01% | 0.35% | 1.36% | Q3 2018 | Q3 2023 | 21 |
MARSHALL WACE, LLP | 7 | 1 | 0.00% | 0.13% | 0.58% | Q2 2016 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2022 | 21 |
CENTRAL TRUST Co | 20 | 1 | 0.00% | 0.07% | 0.30% | Q4 2017 | Q3 2023 | 21 |
PECONIC PARTNERS LLC | 21 | 21 | 0.00% | 0.08% | 0.40% | Q2 2018 | Q2 2023 | 21 |
Lido Advisors, LLC | 19 | 2 | 0.01% | 0.03% | 0.13% | Q1 2018 | Q3 2023 | 21 |
AVIVA PLC | 21 | 21 | 0.01% | 0.12% | 0.24% | Q3 2018 | Q3 2023 | 21 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 19 | 2 | 0.01% | 0.35% | 1.17% | Q2 2018 | Q3 2023 | 21 |
DUNCKER STREETT & CO INC | 16 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
BROWN BROTHERS HARRIMAN & CO | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Avitas Wealth Management LLC | 20 | 1 | 0.12% | 0.70% | 1.53% | Q2 2018 | Q3 2023 | 21 |
Man Group plc | 15 | 6 | 0.00% | 0.09% | 0.38% | Q1 2018 | Q3 2023 | 21 |
Night Owl Capital Management, LLC | 21 | 21 | 0.99% | 5.89% | 10.86% | Q2 2017 | Q2 2022 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.03% | 0.10% | Q1 2018 | Q3 2023 | 21 |
PARK AVENUE SECURITIES LLC | 16 | 5 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 21 |
J. Goldman & Co LP | 7 | 1 | 0.01% | 0.22% | 1.13% | Q3 2015 | Q3 2023 | 21 |
CKW FINANCIAL GROUP | 21 | 21 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 21 |
FIRST MERCANTILE TRUST CO | 21 | 21 | 0.02% | 0.33% | 0.62% | Q3 2016 | Q3 2021 | 21 |
MACQUARIE GROUP LTD | 13 | 8 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.06% | 0.14% | Q3 2018 | Q3 2023 | 21 |
Laird Norton Wetherby Wealth Management, LLC | 12 | 12 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 21 |
REGIONS FINANCIAL CORP | 15 | 6 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 21 |
Fortis Advisors, LLC | 21 | 21 | 0.00% | 0.05% | 0.15% | Q3 2017 | Q3 2022 | 21 |
Allianz Asset Management GmbH | 21 | 21 | 0.00% | 0.07% | 0.23% | Q3 2018 | Q3 2023 | 21 |
PRINCIPAL FINANCIAL GROUP INC | 21 | 21 | 0.00% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 21 |
CIBC Private Wealth Group, LLC | 13 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 21 |
OneDigital Investment Advisors LLC | 15 | 2 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 21 |
Atria Investments, Inc | 21 | 21 | 0.01% | 0.08% | 0.28% | Q3 2018 | Q3 2023 | 21 |
FIRST MANHATTAN CO. LLC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
GRIFFIN ASSET MANAGEMENT, INC. | 20 | 20 | 0.03% | 0.15% | 0.67% | Q4 2018 | Q3 2023 | 20 |
PRIO WEALTH LIMITED PARTNERSHIP | 19 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 20 |
Cetera Advisor Networks LLC | 19 | 1 | 0.01% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 20 |
TOTH FINANCIAL ADVISORY CORP | 15 | 5 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.06% | 0.16% | Q4 2017 | Q3 2022 | 20 |
EFG Asset Management (Americas) Corp. | 20 | 20 | 0.14% | 0.76% | 1.22% | Q3 2017 | Q2 2022 | 20 |
Strategy Capital | 20 | 20 | 12.92% | 22.33% | 33.18% | Q4 2018 | Q3 2023 | 20 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 20 | 20 | 0.29% | 1.22% | 1.99% | Q4 2018 | Q3 2023 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16 | 4 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 20 |
BLUESTEIN R H & CO LLC | 20 | 20 | 0.01% | 0.07% | 0.15% | Q4 2017 | Q3 2022 | 20 |
Belpointe Asset Management LLC | 19 | 1 | 0.01% | 0.06% | 0.20% | Q3 2017 | Q1 2023 | 20 |
Brown Capital Management | 20 | 20 | 0.01% | 0.17% | 0.59% | Q4 2018 | Q3 2023 | 20 |
Independent Advisor Alliance | 20 | 20 | 0.00% | 0.14% | 0.30% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 19 | 19 | 0.00% | 0.07% | 0.80% | Q4 2018 | Q2 2023 | 20 |
Nicholas Investment Partners, LP | 11 | 3 | 0.03% | 0.22% | 0.64% | Q3 2016 | Q3 2023 | 20 |
Cerity Partners LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Sigma Planning Corp | 19 | 1 | 0.01% | 0.11% | 0.28% | Q3 2018 | Q3 2023 | 20 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 20 | 20 | 0.18% | 1.18% | 2.72% | Q4 2018 | Q3 2023 | 20 |
CREDIT AGRICOLE S A | 18 | 2 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 20 |
Gradient Investments LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 20 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 13 | 7 | 0.02% | 0.10% | 0.24% | Q1 2017 | Q3 2023 | 20 |
B. Riley Wealth Advisors, Inc. | 19 | 1 | 0.03% | 0.18% | 0.75% | Q3 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.01% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Henry James International Management Inc. | 20 | 20 | 1.20% | 4.06% | 6.91% | Q4 2018 | Q3 2023 | 20 |
Apollon Wealth Management, LLC | 20 | 20 | 0.21% | 1.37% | 3.98% | Q4 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 13 | 7 | 0.00% | 0.04% | 0.12% | Q3 2018 | Q3 2023 | 20 |
BNP Paribas Asset Management Holding S.A. | 15 | 5 | 0.00% | 0.11% | 0.36% | Q1 2018 | Q3 2023 | 20 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11 | 3 | 0.01% | 0.09% | 0.42% | Q3 2017 | Q3 2023 | 19 |
Moors & Cabot, Inc. | 18 | 18 | 0.00% | 0.07% | 0.15% | Q2 2019 | Q3 2023 | 19 |
SeaCrest Wealth Management, LLC | 19 | 19 | 0.00% | 0.10% | 0.21% | Q4 2017 | Q2 2022 | 19 |
Tortoise Investment Management, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
MAI Capital Management | 18 | 18 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 19 |
NewEdge Advisors, LLC | 13 | 6 | 0.02% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 19 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 19 |
NEXT CENTURY GROWTH INVESTORS LLC | 10 | 1 | 0.01% | 0.52% | 2.75% | Q2 2015 | Q1 2022 | 19 |
CIGNA INVESTMENTS INC /NEW | 19 | 19 | 0.03% | 0.14% | 0.28% | Q1 2019 | Q3 2023 | 19 |
HBK Sorce Advisory LLC | 19 | 19 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 14 | 5 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q4 2021 | 19 |
Ascent Wealth Partners, LLC | 17 | 2 | 0.14% | 0.54% | 1.14% | Q1 2018 | Q3 2023 | 19 |
PRUDENTIAL PLC | 19 | 19 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Allen Investment Management, LLC | 19 | 19 | 0.06% | 0.15% | 0.25% | Q1 2019 | Q3 2023 | 19 |
Daiwa Securities Group Inc. | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 19 |
Caption Management, LLC | 5 | 1 | 0.01% | 0.76% | 6.46% | Q1 2019 | Q3 2023 | 19 |
Anchor Investment Management, LLC | 19 | 19 | 0.00% | 0.02% | 0.11% | Q2 2019 | Q4 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 19 |
First Horizon Advisors, Inc. | 14 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
PRUDENTIAL FINANCIAL INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.03% | 0.08% | 0.20% | Q1 2019 | Q3 2023 | 19 |
NN Investment Partners Holdings N.V. | 10 | 9 | 0.00% | 0.08% | 0.19% | Q2 2017 | Q1 2022 | 19 |
GEODE CAPITAL MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 19 |
LINCOLN NATIONAL CORP | 19 | 19 | 0.01% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.36% | 1.08% | Q3 2016 | Q3 2023 | 18 |
Realta Investment Advisors | 14 | 4 | 0.02% | 0.23% | 0.69% | Q1 2019 | Q3 2023 | 18 |
Banco Santander, S.A. | 18 | 18 | 0.00% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Chicago Partners Investment Group LLC | 16 | 2 | 0.00% | 0.10% | 0.18% | Q2 2018 | Q3 2023 | 18 |
Avestar Capital, LLC | 11 | 11 | 0.04% | 0.36% | 1.53% | Q1 2021 | Q3 2023 | 18 |
BERKSHIRE CAPITAL HOLDINGS INC | 18 | 18 | 0.00% | 3.40% | 6.11% | Q2 2019 | Q3 2023 | 18 |
Prime Capital Investment Advisors, LLC | 17 | 1 | 0.01% | 0.03% | 0.12% | Q4 2017 | Q3 2023 | 18 |
DekaBank Deutsche Girozentrale | 16 | 1 | 0.00% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 18 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 2 | 0.00% | 0.24% | 1.15% | Q4 2017 | Q3 2023 | 18 |
BAMCO INC /NY/ | 16 | 1 | 0.00% | 0.30% | 0.59% | Q2 2015 | Q3 2023 | 18 |
PEREGRINE CAPITAL MANAGEMENT LLC | 18 | 18 | 0.00% | 0.25% | 0.71% | Q3 2016 | Q4 2020 | 18 |
B. Riley Wealth Management, Inc. | 16 | 2 | 0.02% | 0.27% | 1.02% | Q3 2015 | Q2 2022 | 18 |
AMP Capital Investors Ltd | 18 | 18 | 0.01% | 0.11% | 0.23% | Q2 2017 | Q3 2021 | 18 |
APG Asset Management N.V. | 18 | 18 | 0.01% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Sheaff Brock Investment Advisors, LLC | 18 | 18 | 0.02% | 0.07% | 0.17% | Q2 2019 | Q3 2023 | 18 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 5 | 0.03% | 0.27% | 1.56% | Q3 2018 | Q3 2023 | 18 |
Crestwood Advisors Group, LLC | 18 | 18 | 0.06% | 0.16% | 0.30% | Q2 2019 | Q3 2023 | 18 |
Plante Moran Financial Advisors, LLC | 18 | 18 | 0.00% | 0.03% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Marshall Wace North America L.P. | 18 | 18 | 0.01% | 0.05% | 0.11% | Q2 2017 | Q3 2021 | 18 |
Quadrature Capital Ltd | 11 | 1 | 0.04% | 1.46% | 5.83% | Q4 2015 | Q3 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
DUBUQUE BANK & TRUST CO | 15 | 3 | 0.02% | 0.11% | 0.23% | Q1 2017 | Q3 2021 | 18 |
Manitou Investment Management Ltd. | 10 | 1 | 0.12% | 1.05% | 3.80% | Q1 2016 | Q4 2021 | 18 |
Migdal Insurance & Financial Holdings Ltd. | 6 | 1 | 0.00% | 0.08% | 0.26% | Q3 2018 | Q3 2023 | 18 |
Miracle Mile Advisors, LLC | 17 | 1 | 0.01% | 0.50% | 1.69% | Q1 2018 | Q3 2023 | 18 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.00% | 1.27% | 4.45% | Q4 2019 | Q3 2023 | 18 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | 1 | 0.00% | 0.04% | 0.19% | Q1 2018 | Q3 2023 | 18 |
Cypress Wealth Services, LLC | 18 | 18 | 0.12% | 0.27% | 0.54% | Q2 2019 | Q3 2023 | 18 |
Cordasco Financial Network | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2022 | 17 |
Gladstone Institutional Advisory LLC | 14 | 3 | 0.02% | 0.15% | 0.33% | Q2 2019 | Q3 2023 | 17 |
Evercore Wealth Management, LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 17 |
Veritable, L.P. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 17 |
Advisors Asset Management, Inc. | 17 | 17 | 0.00% | 0.28% | 0.62% | Q3 2019 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q4 2023 | 17 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 12 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 17 |
BDO Wealth Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 17 |
Bollard Group LLC | 15 | 2 | 0.00% | 0.11% | 0.48% | Q3 2018 | Q3 2023 | 17 |
Dynamic Advisor Solutions LLC | 14 | 2 | 0.00% | 0.05% | 0.14% | Q3 2019 | Q3 2023 | 17 |
FARMERS & MERCHANTS INVESTMENTS INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
Simplicity Solutions, LLC | 14 | 3 | 0.01% | 0.05% | 0.13% | Q3 2018 | Q3 2023 | 17 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 17 |
CENTAURUS FINANCIAL, INC. | 10 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 17 |
Sargent Bickham Lagudis LLC | 13 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 17 |
TOWNSQUARE CAPITAL LLC | 17 | 17 | 0.01% | 0.08% | 0.21% | Q3 2019 | Q3 2023 | 17 |
CYPRESS ASSET MANAGEMENT INC/TX | 16 | 1 | 0.05% | 0.23% | 1.33% | Q3 2017 | Q4 2021 | 17 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.00% | 0.31% | 0.66% | Q4 2019 | Q3 2023 | 17 |
GABLES CAPITAL MANAGEMENT INC. | 17 | 17 | 0.40% | 1.22% | 2.22% | Q3 2019 | Q3 2023 | 17 |
SteelPeak Wealth, LLC | 16 | 16 | 0.02% | 0.45% | 0.84% | Q4 2019 | Q3 2023 | 17 |
Cresset Asset Management, LLC | 14 | 1 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 17 |
MGO ONE SEVEN LLC | 10 | 1 | 0.01% | 0.11% | 0.34% | Q1 2018 | Q3 2023 | 17 |
Institute for Wealth Management, LLC. | 10 | 7 | 0.04% | 0.10% | 0.18% | Q2 2019 | Q3 2023 | 17 |
Zweig-DiMenna Associates LLC | 17 | 17 | 0.06% | 0.77% | 1.83% | Q3 2019 | Q3 2023 | 17 |
QS Investors, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2021 | 17 |
BRIGHTON JONES LLC | 17 | 17 | 0.03% | 0.10% | 0.18% | Q3 2019 | Q3 2023 | 17 |
DFPG INVESTMENTS, LLC | 13 | 4 | 0.03% | 0.91% | 2.47% | Q2 2019 | Q3 2023 | 17 |
RITHOLTZ WEALTH MANAGEMENT | 8 | 1 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 17 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.20% | 0.78% | Q3 2016 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q1 2022 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 13 | 1 | 0.07% | 0.46% | 1.84% | Q1 2019 | Q3 2023 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.14% | 0.32% | 0.63% | Q3 2019 | Q3 2023 | 17 |
Mount Yale Investment Advisors, LLC | 17 | 17 | 0.10% | 0.45% | 0.83% | Q2 2018 | Q2 2022 | 17 |
Wealthcare Advisory Partners LLC | 14 | 3 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 17 |
Prospera Financial Services Inc | 16 | 1 | 0.02% | 0.08% | 0.27% | Q2 2018 | Q3 2023 | 17 |
HM PAYSON & CO | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Cetera Investment Advisers | 17 | 17 | 0.02% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 17 |
AMF Tjanstepension AB | 17 | 17 | 0.14% | 0.49% | 0.79% | Q3 2019 | Q3 2023 | 17 |
Snowden Capital Advisors LLC | 9 | 8 | 0.00% | 0.20% | 0.57% | Q2 2019 | Q3 2023 | 17 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 17 |
WESTPAC BANKING CORP | 16 | 1 | 0.02% | 0.19% | 0.34% | Q2 2017 | Q2 2023 | 17 |
CONNABLE OFFICE INC | 17 | 17 | 0.05% | 0.22% | 0.42% | Q2 2018 | Q2 2022 | 17 |
Hitchwood Capital Management LP | 7 | 1 | 0.39% | 1.17% | 2.33% | Q3 2016 | Q1 2023 | 16 |
CX Institutional | 15 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q2 2022 | 16 |
Capital Analysts, LLC | 13 | 3 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q1 2022 | 16 |
FNY Investment Advisers, LLC | 7 | 1 | 0.00% | 0.11% | 0.49% | Q3 2018 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.16% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Dakota Wealth Management | 11 | 1 | 0.01% | 0.08% | 0.25% | Q1 2020 | Q2 2023 | 16 |
COLDSTREAM CAPITAL MANAGEMENT INC | 16 | 16 | 0.01% | 0.05% | 0.10% | Q2 2018 | Q1 2022 | 16 |
Truvestments Capital LLC | 6 | 1 | 0.00% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 16 |
Skye Global Management LP | 9 | 1 | 0.01% | 0.43% | 2.18% | Q4 2017 | Q3 2023 | 16 |
VALLEY NATIONAL ADVISERS INC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
HOWE & RUSLING INC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 16 |
Asset Management One Co., Ltd. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 16 |
OPPENHEIMER ASSET MANAGEMENT INC. | 15 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 16 |
VIRIDIAN RIA, LLC | 14 | 2 | 0.34% | 0.93% | 1.77% | Q1 2018 | Q1 2022 | 16 |
NOMURA ASSET MANAGEMENT CO LTD | 13 | 3 | 0.00% | 0.07% | 0.28% | Q2 2019 | Q3 2023 | 16 |
Calamos Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2022 | 16 |
NWAM LLC | 12 | 1 | 0.02% | 0.28% | 1.09% | Q1 2018 | Q2 2023 | 16 |
Blueshift Asset Management, LLC | 6 | 2 | 0.04% | 0.38% | 1.04% | Q4 2018 | Q3 2023 | 16 |
Crestwood Capital Management, L.P. | 16 | 16 | 2.63% | 6.83% | 12.23% | Q2 2018 | Q1 2022 | 16 |
Harvest Fund Management Co., Ltd | 11 | 1 | 0.01% | 0.12% | 0.94% | Q3 2018 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q4 2019 | 16 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2023 | 16 |
Sound View Wealth Advisors Group, LLC | 16 | 16 | 0.05% | 0.14% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.12% | 0.41% | Q3 2016 | Q3 2023 | 16 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.01% | 0.20% | 1.12% | Q4 2015 | Q2 2023 | 16 |
JFS WEALTH ADVISORS, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
BLB&B Advisors, LLC | 12 | 4 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 16 |
WASHBURN CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.24% | 1.39% | 2.78% | Q4 2019 | Q3 2023 | 16 |
Pacifica Partners Inc. | 14 | 2 | 0.02% | 0.08% | 0.18% | Q4 2019 | Q4 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.03% | 0.15% | 0.27% | Q4 2019 | Q3 2023 | 16 |
CERTUITY, LLC | 16 | 16 | 0.11% | 0.31% | 0.86% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.00% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.02% | 0.14% | 0.25% | Q4 2019 | Q3 2023 | 16 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.05% | 0.10% | Q3 2016 | Q2 2023 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.12% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Voya Financial Advisors, Inc. | 11 | 1 | 0.01% | 0.06% | 0.14% | Q2 2017 | Q2 2023 | 16 |
Crossmark Global Holdings, Inc. | 16 | 16 | 0.05% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Harel Insurance Investments & Financial Services Ltd. | 16 | 16 | 0.01% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 16 |
BALDWIN BROTHERS LLC/MA | 16 | 16 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q4 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.02% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.06% | 0.38% | 0.81% | Q4 2019 | Q3 2023 | 16 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15 | 1 | 0.01% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 16 |
CNB Bank | 15 | 1 | 0.00% | 0.13% | 0.21% | Q2 2019 | Q3 2023 | 16 |
WEALTHSOURCE PARTNERS, LLC | 14 | 2 | 0.01% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 16 |
Sunbelt Securities, Inc. | 15 | 1 | 0.00% | 0.11% | 0.22% | Q4 2016 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.10% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Winslow, Evans & Crocker, Inc. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q4 2020 | 15 |
GUARDIAN CAPITAL ADVISORS LP | 15 | 15 | 0.05% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Capital International Sarl | 15 | 15 | 0.05% | 0.25% | 0.52% | Q1 2020 | Q3 2023 | 15 |
Allworth Financial LP | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CAPITAL INTERNATIONAL LTD /CA/ | 15 | 15 | 0.09% | 0.87% | 1.57% | Q1 2020 | Q3 2023 | 15 |
Mutual Advisors, LLC | 15 | 15 | 0.04% | 0.07% | 0.13% | Q1 2020 | Q3 2023 | 15 |
MOSELEY INVESTMENT MANAGEMENT INC | 11 | 4 | 0.15% | 0.44% | 0.87% | Q4 2019 | Q3 2023 | 15 |
Archer Investment Corp | 9 | 6 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 15 |
EULAV Asset Management | 15 | 15 | 0.12% | 0.37% | 0.61% | Q1 2020 | Q3 2023 | 15 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 1 | 0.02% | 0.06% | 0.13% | Q1 2019 | Q3 2023 | 15 |
GUARDIAN CAPITAL LP | 15 | 15 | 0.33% | 1.39% | 2.72% | Q1 2020 | Q3 2023 | 15 |
NORDEA INVESTMENT MANAGEMENT AB | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 15 |
B & T Capital Management DBA Alpha Capital Management | 14 | 1 | 0.12% | 0.67% | 1.17% | Q3 2019 | Q3 2023 | 15 |
Accuvest Global Advisors | 6 | 4 | 0.03% | 0.42% | 1.63% | Q1 2019 | Q3 2023 | 15 |
1492 Capital Management LLC | 15 | 15 | 0.31% | 0.66% | 1.28% | Q2 2016 | Q4 2019 | 15 |
Capital Investment Advisory Services, LLC | 12 | 1 | 0.02% | 0.09% | 0.14% | Q3 2019 | Q3 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 15 |
Full Sail Capital, LLC | 15 | 15 | 0.04% | 0.16% | 0.26% | Q2 2019 | Q4 2022 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 15 | 0.00% | 0.06% | 0.24% | Q1 2020 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.09% | 0.22% | 0.36% | Q1 2020 | Q3 2023 | 15 |
VAN ECK ASSOCIATES CORP | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Capital International, Inc./CA/ | 15 | 15 | 0.04% | 0.26% | 0.44% | Q1 2020 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Parkside Financial Bank & Trust | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.07% | 0.30% | Q2 2016 | Q3 2023 | 15 |
WOODSTOCK CORP | 15 | 15 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q4 2023 | 15 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 1 | 0.02% | 0.86% | 1.41% | Q4 2015 | Q2 2023 | 15 |
JARISLOWSKY, FRASER Ltd | 15 | 15 | 1.42% | 3.00% | 4.14% | Q1 2020 | Q3 2023 | 15 |
FINANCIAL COUNSELORS INC | 15 | 15 | 0.02% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
MORGENS WATERFALL VINTIADIS & CO INC | 10 | 1 | 1.72% | 4.05% | 6.18% | Q3 2016 | Q4 2021 | 15 |
Gotham Asset Management, LLC | 10 | 1 | 0.01% | 0.03% | 0.13% | Q3 2017 | Q3 2023 | 15 |
Laurel Wealth Advisors, Inc. | 14 | 1 | 0.02% | 0.08% | 0.14% | Q1 2019 | Q4 2022 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.04% | 0.15% | Q4 2019 | Q3 2023 | 15 |
Vident Investment Advisory, LLC | 12 | 1 | 0.01% | 0.04% | 0.08% | Q3 2016 | Q2 2023 | 15 |
CALTON & ASSOCIATES, INC. | 14 | 1 | 0.00% | 0.14% | 0.24% | Q4 2017 | Q3 2022 | 15 |
BOURGEON CAPITAL MANAGEMENT LLC | 15 | 15 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Perkins Coie Trust Co | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
PUTNAM INVESTMENTS LLC | 9 | 1 | 0.01% | 0.10% | 0.18% | Q1 2016 | Q3 2023 | 15 |
Lindbrook Capital, LLC | 15 | 15 | 0.04% | 0.09% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Financial Management Professionals, Inc. | 14 | 1 | 0.00% | 0.01% | 0.08% | Q2 2019 | Q3 2023 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 15 |
BANK OF NOVA SCOTIA TRUST CO | 9 | 1 | 0.00% | 0.16% | 0.23% | Q3 2017 | Q3 2023 | 15 |
CIDEL ASSET MANAGEMENT INC | 15 | 15 | 0.75% | 2.59% | 4.41% | Q1 2020 | Q3 2023 | 15 |
Spot Trading L.L.C | 4 | 2 | 0.00% | 0.03% | 0.24% | Q3 2015 | Q1 2017 | 15 |
Norway Savings Bank | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2022 | 15 |
Pinnacle Wealth Planning Services, Inc. | 14 | 1 | 0.04% | 0.15% | 0.25% | Q1 2019 | Q2 2023 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11 | 4 | 0.01% | 0.22% | 0.67% | Q4 2019 | Q3 2023 | 15 |
Capital International Investors | 15 | 15 | 0.02% | 0.09% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Rathbones Group PLC | 15 | 15 | 0.01% | 0.58% | 1.22% | Q1 2020 | Q3 2023 | 15 |
RIVERPARK CAPITAL MANAGEMENT LLC | 15 | 15 | 1.84% | 3.11% | 4.10% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 14 | 1 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 15 |
FAS Wealth Partners, Inc. | 15 | 15 | 0.04% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Cornerstone Wealth Management, LLC | 10 | 2 | 0.00% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 15 |
RiverPark Advisors, LLC | 15 | 15 | 0.48% | 1.77% | 2.59% | Q1 2020 | Q3 2023 | 15 |
Alpha Cubed Investments, LLC | 13 | 2 | 0.01% | 0.08% | 0.46% | Q1 2019 | Q3 2023 | 15 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.12% | 0.41% | Q1 2017 | Q3 2023 | 14 |
HBW ADVISORY SERVICES LLC | 9 | 1 | 0.05% | 0.16% | 0.28% | Q4 2019 | Q3 2023 | 14 |
NINE MASTS CAPITAL Ltd | 4 | 3 | 0.01% | 0.22% | 0.99% | Q1 2018 | Q4 2019 | 14 |
Whitegate Investment Counselors, Inc. | 14 | 14 | 0.07% | 0.16% | 0.28% | Q2 2018 | Q3 2021 | 14 |
Valmark Advisers, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 14 | 14 | 0.15% | 0.35% | 0.50% | Q2 2020 | Q3 2023 | 14 |
Regal Investment Advisors LLC | 10 | 1 | 0.04% | 0.24% | 0.65% | Q2 2019 | Q3 2023 | 14 |
LAKE STREET PRIVATE WEALTH, LLC | 14 | 14 | 0.08% | 0.14% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Icon Wealth Partners, LLC | 10 | 1 | 0.00% | 0.08% | 0.15% | Q1 2019 | Q3 2023 | 14 |
SWS Partners | 14 | 14 | 0.38% | 0.83% | 1.62% | Q2 2020 | Q3 2023 | 14 |
Foster Victor Wealth Advisors, LLC | 11 | 11 | 0.04% | 0.16% | 0.41% | Q2 2019 | Q4 2021 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q1 2021 | 14 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
V Wealth Advisors LLC | 14 | 14 | 0.05% | 0.21% | 0.62% | Q1 2020 | Q2 2023 | 14 |
Winch Advisory Services, LLC | 8 | 6 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2022 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 14 |
Hartford Financial Management Inc. | 12 | 2 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.06% | 0.15% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Baystate Wealth Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Ausdal Financial Partners, Inc. | 10 | 4 | 0.03% | 0.12% | 0.48% | Q1 2020 | Q3 2023 | 14 |
Hudock, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
X-Square Capital, LLC | 14 | 14 | 0.26% | 0.64% | 1.05% | Q2 2020 | Q3 2023 | 14 |
Bogart Wealth, LLC | 13 | 1 | 0.07% | 0.20% | 0.35% | Q4 2018 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 14 | 14 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Summit Trail Advisors, LLC | 12 | 1 | 0.01% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 14 |
Achmea Investment Management B.V. | 7 | 7 | 0.03% | 0.19% | 0.49% | Q1 2020 | Q3 2023 | 14 |
Foxhaven Asset Management, LP | 9 | 5 | 1.10% | 2.70% | 3.95% | Q4 2017 | Q4 2021 | 14 |
WADE G W & INC | 14 | 14 | 0.02% | 0.12% | 0.44% | Q2 2020 | Q3 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.02% | 0.13% | 0.47% | Q2 2020 | Q3 2023 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 14 |
Zions Bancorporation, N.A. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
GARRISON POINT ADVISORS, LLC | 11 | 3 | 0.15% | 0.28% | 0.43% | Q3 2019 | Q3 2023 | 14 |
BENEDICT FINANCIAL ADVISORS INC | 12 | 2 | 0.06% | 0.14% | 0.29% | Q2 2019 | Q3 2023 | 14 |
Advisor Group, Inc. | 14 | 14 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q4 2019 | 14 |
Souders Financial Advisors | 14 | 14 | 0.12% | 0.21% | 0.37% | Q2 2020 | Q3 2023 | 14 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 9 | 5 | 0.16% | 0.40% | 0.61% | Q1 2020 | Q3 2023 | 14 |
LOGAN CAPITAL MANAGEMENT INC | 14 | 14 | 0.02% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Grandview Asset Management LLC | 14 | 14 | 0.25% | 0.76% | 1.97% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Private Portfolio Partners LLC | 14 | 14 | 0.08% | 0.22% | 0.46% | Q2 2020 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 1 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 14 |
Covenant Partners, LLC | 14 | 14 | 0.14% | 0.60% | 1.10% | Q1 2019 | Q2 2022 | 14 |
Lone Pine Capital | 14 | 14 | 0.01% | 4.96% | 8.03% | Q1 2019 | Q2 2022 | 14 |
GATEWAY INVESTMENT ADVISERS LLC | 14 | 14 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
ROCKY MOUNTAIN ADVISERS, LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Tidal Investments LLC | 14 | 14 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Evolution Wealth Advisors, LLC | 13 | 1 | 0.00% | 0.13% | 0.47% | Q4 2018 | Q4 2022 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 14 |
COMERICA SECURITIES,INC. | 13 | 1 | 0.01% | 0.06% | 0.08% | Q1 2019 | Q4 2022 | 14 |
EAGLE ASSET MANAGEMENT INC | 14 | 14 | 0.23% | 0.39% | 0.64% | Q3 2018 | Q4 2021 | 14 |
Glassman Wealth Services | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.12% | 0.40% | Q2 2019 | Q4 2022 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.11% | 0.53% | 1.21% | Q4 2018 | Q1 2022 | 14 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 14 | 14 | 0.02% | 0.07% | 0.13% | Q2 2018 | Q3 2021 | 14 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 11 | 3 | 0.01% | 0.07% | 0.15% | Q3 2016 | Q3 2023 | 14 |
AXA S.A. | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Caprock Group, LLC | 14 | 14 | 0.04% | 0.13% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Wealth Architects, LLC | 7 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 14 |
Bristlecone Advisors, LLC | 14 | 14 | 0.08% | 0.17% | 0.26% | Q2 2020 | Q3 2023 | 14 |
WHITTIER TRUST CO | 12 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 14 |
Verdence Capital Advisors LLC | 13 | 1 | 0.04% | 0.26% | 0.54% | Q2 2019 | Q3 2023 | 14 |
INVESTMENT HOUSE LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 3 | 0.01% | 0.12% | 0.26% | Q4 2019 | Q2 2023 | 13 |
First Bank & Trust | 13 | 13 | 0.14% | 0.34% | 0.62% | Q3 2020 | Q3 2023 | 13 |
ADVISORY RESEARCH INC | 10 | 3 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 13 |
RAYMOND JAMES TRUST N.A. | 10 | 3 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 13 |
PIN OAK INVESTMENT ADVISORS INC | 13 | 13 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 2 | 0.00% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 13 |
BRANDYWINE MANAGERS, LLC | 13 | 13 | 0.07% | 0.44% | 0.85% | Q4 2016 | Q4 2019 | 13 |
RATIONAL ADVISORS LLC | 9 | 2 | 0.06% | 0.41% | 0.73% | Q1 2018 | Q3 2021 | 13 |
CENTRAL BANK & TRUST CO | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 13 |
PARK NATIONAL CORP /OH/ | 12 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2021 | 13 |
SUNTRUST BANKS INC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
STOCK YARDS BANK & TRUST CO | 13 | 13 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q1 2022 | 13 |
PICTET ASSET MANAGEMENT LTD | 12 | 12 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q2 2021 | 13 |
CULLEN/FROST BANKERS, INC. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 10 | 3 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 13 |
PITCAIRN CO | 13 | 13 | 0.10% | 0.23% | 0.35% | Q3 2020 | Q3 2023 | 13 |
BB&T SECURITIES, LLC | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q3 2019 | 13 |
Jaffetilchin Investment Partners, LLC | 13 | 13 | 0.09% | 0.32% | 0.46% | Q3 2020 | Q3 2023 | 13 |
Capital Research Global Investors | 13 | 13 | 0.04% | 0.46% | 0.84% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.43% | 0.63% | 1.04% | Q3 2020 | Q3 2023 | 13 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 13 | 13 | 0.02% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.29% | 0.50% | 0.71% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.06% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.09% | 0.19% | Q1 2016 | Q3 2023 | 13 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 6 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 13 |
FineMark National Bank & Trust | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q2 2023 | 13 |
Sowa Financial Group, Inc. | 13 | 13 | 0.25% | 1.21% | 2.37% | Q4 2019 | Q4 2022 | 13 |
EP Wealth Advisors, LLC | 9 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Sculati Wealth Management, LLC | 10 | 3 | 0.12% | 0.33% | 0.56% | Q4 2019 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.00% | 0.04% | 0.14% | Q2 2020 | Q2 2023 | 13 |
HighMark Wealth Management LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Indie Asset Partners, LLC | 10 | 3 | 0.22% | 0.48% | 0.89% | Q4 2019 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 13 |
Avion Wealth | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 12 | 1 | 1.13% | 4.93% | 10.53% | Q2 2015 | Q3 2020 | 13 |
Strategic Advisors LLC | 10 | 3 | 0.11% | 0.30% | 1.20% | Q2 2020 | Q3 2023 | 13 |
Marcho Partners LLP | 13 | 13 | 6.10% | 11.16% | 19.28% | Q3 2020 | Q3 2023 | 13 |
Personal Capital Advisors Corp | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
Capital Investment Advisors, LLC | 10 | 3 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2023 | 13 |
Focused Wealth Management, Inc | 13 | 13 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Vontobel Holding Ltd. | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 13 |
GM Advisory Group, LLC | 9 | 4 | 0.03% | 0.10% | 0.19% | Q2 2020 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Arete Wealth Advisors, LLC | 9 | 4 | 0.03% | 0.07% | 0.11% | Q1 2020 | Q2 2023 | 13 |
PRW Wealth Management LLC | 10 | 3 | 0.64% | 1.69% | 2.36% | Q4 2018 | Q1 2022 | 13 |
Private Ocean, LLC | 11 | 2 | 0.00% | 0.04% | 0.13% | Q4 2019 | Q2 2023 | 13 |
Alta Park Capital, LP | 10 | 3 | 1.17% | 2.81% | 4.44% | Q2 2016 | Q2 2023 | 13 |
Financial Gravity Asset Management, Inc. | 10 | 3 | 0.00% | 0.23% | 0.64% | Q1 2019 | Q3 2023 | 13 |
SG3 Management, LLC | 3 | 1 | 0.01% | 0.28% | 1.64% | Q3 2018 | Q1 2022 | 13 |
Point Break Capital Management, LLC | 13 | 13 | 0.08% | 0.35% | 0.95% | Q4 2018 | Q4 2021 | 13 |
Intersect Capital LLC | 13 | 13 | 0.06% | 0.20% | 0.30% | Q1 2019 | Q1 2022 | 13 |
Vigilare Wealth Management | 13 | 13 | 0.18% | 0.59% | 0.93% | Q4 2019 | Q4 2022 | 13 |
ROPES WEALTH ADVISORS LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2020 | 13 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.10% | 0.33% | Q4 2019 | Q3 2023 | 13 |
Emerson Point Capital LP | 13 | 13 | 0.20% | 0.77% | 2.54% | Q3 2019 | Q3 2022 | 13 |
BerganKDV Wealth Management, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 13 |
Abbot Financial Management, Inc. | 9 | 4 | 0.12% | 0.17% | 0.26% | Q2 2020 | Q3 2023 | 13 |
Fieldpoint Private Securities, LLC | 13 | 13 | 0.03% | 0.20% | 0.36% | Q2 2019 | Q2 2022 | 13 |
Greytown Advisors Inc. | 13 | 13 | 0.12% | 0.30% | 0.51% | Q2 2020 | Q2 2023 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 12 | 12 | 0.06% | 0.11% | 0.16% | Q1 2019 | Q4 2021 | 12 |
WHITTIER TRUST CO OF NEVADA INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
DORCHESTER WEALTH MANAGEMENT Co | 12 | 12 | 0.07% | 0.09% | 0.13% | Q3 2018 | Q2 2021 | 12 |
ATLAS CAPITAL ADVISORS LLC | 12 | 12 | 0.00% | 0.11% | 0.23% | Q3 2019 | Q2 2022 | 12 |
MARSICO CAPITAL MANAGEMENT LLC | 10 | 2 | 0.02% | 0.65% | 1.47% | Q1 2020 | Q3 2023 | 12 |
Baker Avenue Asset Management, LP | 8 | 4 | 0.02% | 0.06% | 0.11% | Q2 2016 | Q3 2023 | 12 |
Abbrea Capital, LLC | 10 | 2 | 0.04% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 12 |
Investment Management Corp of Ontario | 12 | 12 | 0.64% | 1.57% | 3.42% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.14% | 0.24% | Q4 2020 | Q3 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.00% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.03% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Nuveen Asset Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q2 2022 | 12 |
HighPoint Advisor Group LLC | 11 | 1 | 0.04% | 0.21% | 0.41% | Q1 2019 | Q2 2022 | 12 |
Otter Creek Advisors, LLC | 12 | 12 | 0.61% | 2.08% | 4.51% | Q1 2018 | Q4 2020 | 12 |
AIA Group Ltd | 12 | 12 | 0.07% | 0.63% | 1.88% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.04% | 0.33% | 0.81% | Q4 2020 | Q3 2023 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 12 |
Aptus Capital Advisors, LLC | 8 | 4 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 12 | 12 | 0.03% | 0.18% | 0.48% | Q2 2017 | Q1 2020 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 12 |
AEGON ASSET MANAGEMENT UK PLC | 12 | 12 | 0.19% | 0.60% | 1.00% | Q1 2020 | Q4 2022 | 12 |
Seven Post Investment Office LP | 9 | 3 | 0.07% | 0.16% | 0.23% | Q1 2020 | Q3 2023 | 12 |
Ellis Investment Partners, LLC | 9 | 1 | 0.00% | 0.03% | 0.18% | Q4 2018 | Q3 2022 | 12 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 12 | 12 | 0.04% | 0.45% | 1.42% | Q4 2020 | Q3 2023 | 12 |
Steadview Capital Management LLC | 12 | 12 | 9.46% | 12.33% | 17.54% | Q4 2020 | Q3 2023 | 12 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 3 | 0.21% | 0.56% | 0.94% | Q4 2018 | Q3 2023 | 12 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 12 | 12 | 1.46% | 4.05% | 6.37% | Q3 2020 | Q2 2023 | 12 |
FORMULA GROWTH LTD | 6 | 1 | 0.20% | 0.89% | 2.08% | Q4 2015 | Q3 2023 | 12 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 6 | 3 | 0.10% | 0.23% | 0.67% | Q4 2017 | Q3 2023 | 12 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.06% | 0.17% | Q3 2020 | Q3 2023 | 12 |
Stony Point Capital LLC | 9 | 3 | 2.51% | 3.63% | 5.01% | Q4 2019 | Q3 2023 | 12 |
CAPITAL ADVISORS INC/OK | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Moser Wealth Advisors, LLC | 10 | 2 | 0.03% | 0.18% | 0.31% | Q3 2020 | Q3 2023 | 12 |
MEEDER ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
KINGS POINT CAPITAL MANAGEMENT | 11 | 1 | 0.00% | 0.15% | 0.26% | Q3 2017 | Q1 2022 | 12 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 12 | 12 | 2.27% | 5.98% | 10.90% | Q4 2020 | Q3 2023 | 12 |
Diligent Investors, LLC | 5 | 3 | 0.06% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 12 |
Legal Advantage Investments, Inc. | 12 | 12 | 0.62% | 0.99% | 1.36% | Q4 2020 | Q3 2023 | 12 |
Harrington Investments, INC | 9 | 3 | 0.06% | 0.22% | 0.37% | Q1 2018 | Q4 2021 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.02% | 0.17% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Integrated Advisors Network LLC | 7 | 5 | 0.02% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 12 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 8 | 4 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
SVB WEALTH LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
DELTA ASSET MANAGEMENT LLC/TN | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.06% | 0.70% | 1.59% | Q4 2020 | Q3 2023 | 12 |
Concorde Asset Management, LLC | 6 | 6 | 0.37% | 1.22% | 3.58% | Q3 2018 | Q4 2021 | 12 |
Gifford Fong Associates | 12 | 12 | 0.47% | 1.19% | 1.99% | Q4 2020 | Q3 2023 | 12 |
Oder Investment Management, LLC | 12 | 12 | 0.28% | 0.56% | 0.90% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.05% | 0.15% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Freedom Investment Management, Inc. | 5 | 2 | 0.04% | 0.24% | 0.49% | Q2 2017 | Q3 2023 | 12 |
PINNACLE FINANCIAL PARTNERS INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 12 | 12 | 0.05% | 0.38% | 1.03% | Q4 2018 | Q3 2021 | 12 |
HHM Wealth Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Cornerstone Wealth Group, LLC | 10 | 2 | 0.04% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 12 |
BENJAMIN EDWARDS INC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Lenox Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 12 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 9 | 3 | 0.08% | 0.18% | 0.26% | Q1 2020 | Q3 2023 | 12 |
Arthedge Capital Management, LLC | 12 | 12 | 5.16% | 8.22% | 10.52% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.05% | 0.12% | Q4 2018 | Q3 2021 | 12 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Gemmer Asset Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 10 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2020 | 12 |
M Holdings Securities, Inc. | 6 | 1 | 0.17% | 0.67% | 1.70% | Q1 2019 | Q2 2023 | 12 |
Advisory Resource Group | 9 | 3 | 0.12% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 12 |
HRT FINANCIAL LP | 6 | 1 | 0.01% | 0.07% | 0.18% | Q2 2018 | Q4 2022 | 12 |
Harbour Capital Advisors, LLC | 6 | 1 | 0.09% | 0.19% | 0.30% | Q2 2018 | Q4 2023 | 12 |
Arlington Partners LLC | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
MONECO Advisors, LLC | 11 | 1 | 0.06% | 0.20% | 0.33% | Q3 2019 | Q2 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.43% | 1.09% | 2.21% | Q4 2020 | Q3 2023 | 12 |
JS Capital Management LLC | 6 | 2 | 0.05% | 1.67% | 4.40% | Q2 2020 | Q3 2023 | 12 |
Bouvel Investment Partners, LLC | 12 | 12 | 0.28% | 1.01% | 2.24% | Q4 2020 | Q3 2023 | 12 |
OLD NATIONAL BANCORP /IN/ | 12 | 12 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q2 2023 | 12 |
FARMERS TRUST CO | 11 | 1 | 0.06% | 0.15% | 0.23% | Q4 2019 | Q4 2022 | 12 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 12 | 12 | 3.20% | 9.80% | 16.67% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Orion Capital Management LLC | 10 | 1 | 0.03% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 12 |
HERITAGE INVESTORS MANAGEMENT CORP | 9 | 3 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 12 |
THORNBURG INVESTMENT MANAGEMENT INC | 12 | 12 | 0.01% | 0.58% | 1.89% | Q4 2020 | Q3 2023 | 12 |
M&G INVESTMENT MANAGEMENT LTD | 11 | 1 | 0.00% | 0.25% | 0.56% | Q4 2019 | Q4 2022 | 12 |
JOHNSON INVESTMENT COUNSEL INC | 8 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 12 |
Virtue Capital Management, LLC | 8 | 4 | 0.04% | 0.17% | 0.34% | Q3 2020 | Q3 2023 | 12 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Parkwood LLC | 3 | 1 | 0.06% | 0.34% | 0.65% | Q3 2018 | Q3 2023 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.02% | 0.11% | 0.22% | Q1 2019 | Q3 2021 | 11 |
THOMPSON SIEGEL & WALMSLEY LLC | 7 | 1 | 0.00% | 0.11% | 0.23% | Q4 2017 | Q3 2023 | 11 |
Joseph P. Lucia & Associates, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 11 |
Interchange Capital Partners, LLC | 6 | 1 | 0.08% | 0.46% | 0.92% | Q4 2020 | Q3 2023 | 11 |
Circle Wealth Management, LLC | 8 | 3 | 0.01% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 11 |
Linscomb & Williams, Inc. | 11 | 11 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q1 2022 | 11 |
KG&L Capital Management,LLC | 9 | 2 | 0.10% | 0.33% | 0.62% | Q3 2020 | Q2 2023 | 11 |
Amundi | 10 | 10 | 0.00% | 0.04% | 0.11% | Q2 2021 | Q3 2023 | 11 |
Quilter Plc | 8 | 3 | 0.01% | 0.13% | 0.28% | Q1 2020 | Q3 2023 | 11 |
NAPLES GLOBAL ADVISORS, LLC | 10 | 1 | 0.03% | 0.08% | 0.11% | Q4 2019 | Q2 2023 | 11 |
Summit X, LLC | 9 | 1 | 0.09% | 0.32% | 1.26% | Q4 2019 | Q4 2022 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2020 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.00% | 0.09% | 0.18% | Q4 2018 | Q3 2021 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q4 2023 | 11 |
DAVIS-REA LTD. | 7 | 4 | 0.11% | 0.51% | 3.17% | Q4 2020 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
SIMON QUICK ADVISORS, LLC | 6 | 1 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q1 2022 | 11 |
Calamos Wealth Management LLC | 8 | 3 | 0.06% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.05% | 0.16% | Q4 2017 | Q2 2020 | 11 |
PFG Advisors | 8 | 3 | 0.02% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 6 | 2 | 0.01% | 0.07% | 0.18% | Q3 2020 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.28% | 1.04% | Q4 2017 | Q3 2023 | 11 |
INTEGRAL DERIVATIVES, LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q1 2018 | 11 |
Conservest Capital Advisors, Inc. | 8 | 3 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 11 |
Cavalier Investments, LLC | 11 | 11 | 0.17% | 0.45% | 0.81% | Q2 2020 | Q4 2022 | 11 |
State of Wyoming | 11 | 11 | 0.00% | 0.12% | 0.40% | Q1 2021 | Q3 2023 | 11 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 11 | 11 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q1 2023 | 11 |
Kercheville Advisors, LLC | 6 | 5 | 0.19% | 0.58% | 0.97% | Q4 2020 | Q3 2023 | 11 |
VALLEY WEALTH MANAGERS, INC. | 6 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Westwind Capital | 9 | 2 | 0.01% | 2.71% | 4.04% | Q1 2020 | Q4 2022 | 11 |
BANQUE PICTET & CIE SA | 7 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.14% | 0.38% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Capstone Triton Financial Group, LLC | 7 | 4 | 0.77% | 2.77% | 6.08% | Q4 2020 | Q3 2023 | 11 |
Ellevest, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
First Heartland Consultants, Inc. | 8 | 3 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 11 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2023 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.46% | 0.87% | Q1 2021 | Q3 2023 | 11 |
WealthPLAN Partners, LLC | 8 | 1 | 0.01% | 0.03% | 0.03% | Q1 2020 | Q4 2023 | 11 |
Investors Research Corp | 6 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 11 |
LA FINANCIERE DE L'ECHIQUIER | 11 | 11 | 0.47% | 0.87% | 1.50% | Q1 2021 | Q3 2023 | 11 |
RFG Advisory, LLC | 9 | 2 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q1 2023 | 11 |
Capital Advisory Group Advisory Services, LLC | 6 | 1 | 0.01% | 0.10% | 0.32% | Q1 2019 | Q1 2022 | 11 |
FORTE CAPITAL LLC /ADV | 9 | 2 | 0.03% | 0.13% | 0.21% | Q2 2020 | Q2 2023 | 11 |
Pendal Group Ltd | 10 | 1 | 0.00% | 0.11% | 0.83% | Q1 2020 | Q4 2022 | 11 |
GPS Wealth Strategies Group, LLC | 8 | 3 | 0.06% | 0.15% | 0.38% | Q4 2020 | Q3 2023 | 11 |
TURNER INVESTMENTS LLC | 11 | 11 | 0.14% | 1.06% | 2.39% | Q2 2015 | Q4 2017 | 11 |
CMT Capital Markets Trading GmbH | 4 | 1 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 11 |
Bayesian Capital Management, LP | 3 | 1 | 0.07% | 0.30% | 0.75% | Q1 2016 | Q2 2023 | 11 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 10 | 1 | 0.08% | 0.22% | 0.32% | Q1 2020 | Q4 2022 | 11 |
Assenagon Asset Management S.A. | 11 | 11 | 0.00% | 0.12% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Teamwork Financial Advisors, LLC | 10 | 1 | 0.04% | 1.32% | 1.97% | Q4 2019 | Q3 2023 | 11 |
Winthrop Advisory Group LLC | 8 | 3 | 0.04% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Pinnacle Bancorp, Inc. | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Bartlett & Co. LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2023 | 11 |
Column Capital Advisors, LLC | 11 | 11 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
CFM WEALTH PARTNERS LLC | 7 | 2 | 0.01% | 0.37% | 0.86% | Q1 2020 | Q2 2023 | 11 |
Laidlaw Wealth Management LLC | 8 | 3 | 0.04% | 0.12% | 0.22% | Q2 2020 | Q3 2023 | 11 |
NumerixS Investment Technologies Inc | 7 | 2 | 0.07% | 0.23% | 0.63% | Q3 2016 | Q1 2020 | 11 |
Grassi Investment Management | 9 | 2 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 11 |
JGP Wealth Management, LLC | 8 | 3 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 11 |
Mathes Company, Inc. | 11 | 11 | 0.63% | 1.38% | 2.32% | Q3 2019 | Q1 2022 | 11 |
World Asset Management Inc | 6 | 5 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q1 2020 | 11 |
MCF Advisors LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Discovery Value Fund | 11 | 11 | 6.02% | 19.30% | 27.04% | Q4 2019 | Q2 2022 | 11 |
Van Hulzen Asset Management, LLC | 9 | 2 | 0.02% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 11 |
BOKF, NA | 5 | 3 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 11 |
Candlestick Capital Management LP | 6 | 1 | 0.10% | 0.79% | 1.47% | Q2 2020 | Q3 2023 | 11 |
Stonehage Fleming Financial Services Holdings Ltd | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
NATIXIS | 5 | 1 | 0.00% | 0.05% | 0.31% | Q3 2020 | Q1 2023 | 11 |
Redwood Investments, LLC | 11 | 11 | 0.02% | 0.07% | 0.13% | Q3 2019 | Q1 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 11 |
Winfield Associates, Inc. | 11 | 11 | 0.22% | 0.84% | 1.26% | Q3 2019 | Q1 2022 | 11 |
Sargent Investment Group, LLC | 8 | 3 | 0.05% | 0.15% | 0.23% | Q3 2020 | Q3 2023 | 11 |
Traynor Capital Management, Inc. | 9 | 2 | 0.04% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 11 |
PSI Advisors, LLC | 10 | 1 | 0.02% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 11 |
APPLETON PARTNERS INC/MA | 10 | 10 | 0.03% | 0.14% | 0.23% | Q4 2019 | Q1 2022 | 10 |
SEGALL BRYANT & HAMILL, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 10 |
Holocene Advisors, LP | 6 | 1 | 0.17% | 0.41% | 1.06% | Q1 2020 | Q3 2023 | 10 |
Global Wealth Management Investment Advisory, Inc. | 6 | 1 | 0.14% | 0.24% | 0.33% | Q4 2018 | Q3 2023 | 10 |
NZS Capital, LLC | 10 | 10 | 0.04% | 0.91% | 1.47% | Q2 2021 | Q3 2023 | 10 |
Holistic Financial Partners | 7 | 3 | 0.20% | 0.24% | 0.31% | Q3 2020 | Q3 2023 | 10 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.02% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2020 | 10 |
MinichMacGregor Wealth Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q4 2022 | 10 |
Perigon Wealth Management, LLC | 6 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 10 |
HOLLENCREST CAPITAL MANAGEMENT | 6 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Chesley Taft & Associates LLC | 10 | 10 | 0.06% | 0.12% | 0.16% | Q3 2019 | Q4 2021 | 10 |
Proficio Capital Partners LLC | 10 | 10 | 0.03% | 0.06% | 0.11% | Q1 2017 | Q2 2019 | 10 |
Paragon Advisors, LLC | 10 | 10 | 0.38% | 1.14% | 1.70% | Q4 2019 | Q1 2022 | 10 |
Smithfield Trust Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Moloney Securities Asset Management, LLC | 9 | 1 | 0.09% | 0.35% | 0.48% | Q1 2020 | Q3 2023 | 10 |
Durable Capital Partners LP | 10 | 10 | 0.06% | 3.56% | 6.27% | Q2 2020 | Q3 2022 | 10 |
Dorsey & Whitney Trust CO LLC | 10 | 10 | 0.02% | 0.05% | 0.09% | Q3 2019 | Q4 2021 | 10 |
Patriot Financial Group Insurance Agency, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 10 |
CTC LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 10 |
Activest Wealth Management | 9 | 1 | 0.02% | 0.06% | 0.17% | Q1 2021 | Q3 2023 | 10 |
Polen Capital Management | 10 | 10 | 0.04% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 10 |
AQR Capital Management | 10 | 10 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2019 | 10 |
Mayflower Financial Advisors, LLC | 6 | 4 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 10 |
Good Life Advisors, LLC | 9 | 1 | 0.08% | 0.19% | 0.44% | Q2 2020 | Q3 2023 | 10 |
BI Asset Management Fondsmaeglerselskab A/S | 9 | 1 | 0.03% | 0.07% | 0.18% | Q3 2019 | Q2 2022 | 10 |
IMC-Chicago, LLC | 4 | 2 | 0.00% | 0.14% | 0.74% | Q4 2020 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Banque Cantonale Vaudoise | 7 | 3 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 10 | 0.07% | 0.11% | 0.20% | Q2 2018 | Q3 2020 | 10 |
AtonRa Partners | 10 | 10 | 0.68% | 1.14% | 1.73% | Q2 2021 | Q3 2023 | 10 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 10 |
CHOREO, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 10 |
Canal Capital Management, LLC | 10 | 10 | 0.09% | 0.67% | 1.05% | Q3 2020 | Q4 2022 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.23% | 0.52% | 0.91% | Q2 2021 | Q3 2023 | 10 |
First Growth Investment Manager LP | 5 | 4 | 3.01% | 4.72% | 7.24% | Q4 2020 | Q2 2023 | 10 |
Cribstone Capital Management, LLC | 9 | 1 | 0.00% | 0.06% | 0.13% | Q1 2019 | Q4 2022 | 10 |
PERSONAL CFO SOLUTIONS, LLC | 6 | 4 | 0.07% | 0.25% | 0.49% | Q4 2019 | Q2 2022 | 10 |
Thomas J. Herzfeld Advisors, Inc. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
ADVISOR PARTNERS LLC | 10 | 10 | 0.03% | 0.07% | 0.10% | Q1 2020 | Q2 2022 | 10 |
Kozak & Associates, Inc. | 9 | 1 | 0.09% | 0.22% | 0.53% | Q4 2020 | Q3 2023 | 10 |
Checchi Capital Advisers, LLC | 9 | 1 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q2 2023 | 10 |
Prestige Wealth Management Group LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
9258 Wealth Management, LLC | 10 | 10 | 0.08% | 0.16% | 0.20% | Q4 2019 | Q1 2022 | 10 |
CORRADO ADVISORS, LLC | 10 | 10 | 0.30% | 1.74% | 4.70% | Q2 2021 | Q3 2023 | 10 |
Triasima Portfolio Management inc. | 6 | 4 | 0.47% | 5.46% | 10.55% | Q4 2020 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.07% | 0.15% | Q4 2020 | Q1 2023 | 10 |
Vestmark Advisory Solutions, Inc. | 6 | 4 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 10 |
K.J. Harrison & Partners Inc | 7 | 1 | 0.06% | 0.25% | 0.57% | Q2 2019 | Q1 2023 | 10 |
NIGHTVIEW CAPITAL, LLC | 8 | 8 | 0.42% | 7.65% | 16.73% | Q1 2020 | Q4 2021 | 10 |
AXIOM INVESTORS LLC /DE | 7 | 1 | 0.00% | 0.42% | 1.08% | Q3 2019 | Q3 2023 | 10 |
ONTARIO TEACHERS PENSION PLAN BOARD | 8 | 1 | 0.01% | 0.35% | 1.08% | Q3 2016 | Q3 2023 | 10 |
Baader Bank Aktiengesellschaft | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 10 |
ExodusPoint Capital Management, LP | 6 | 2 | 0.00% | 0.05% | 0.14% | Q1 2020 | Q3 2023 | 10 |
Private Capital Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 10 |
Artisan Partners Limited Partnership | 5 | 5 | 0.09% | 0.42% | 0.77% | Q1 2021 | Q3 2023 | 10 |
CSS LLC/IL | 2 | 1 | 0.01% | 0.07% | 0.17% | Q2 2020 | Q3 2023 | 10 |
AlphaCrest Capital Management LLC | 9 | 1 | 0.02% | 0.15% | 0.31% | Q3 2019 | Q3 2022 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2022 | 10 |
O'Dell Group, LLC | 10 | 10 | 0.07% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Varma Mutual Pension Insurance Co | 8 | 2 | 0.02% | 0.09% | 0.23% | Q3 2019 | Q1 2022 | 10 |
Procyon Advisors, LLC | 5 | 2 | 0.01% | 0.09% | 0.24% | Q4 2019 | Q3 2023 | 10 |
Spark Investment Management LLC | 5 | 1 | 0.15% | 1.21% | 2.48% | Q2 2015 | Q3 2021 | 10 |
ZACKS INVESTMENT MANAGEMENT | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 10 |
Eudaimonia Partners, LLC | 8 | 1 | 0.06% | 0.11% | 0.17% | Q4 2019 | Q2 2023 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Financial Enhancement Group LLC | 8 | 2 | 0.00% | 0.12% | 0.43% | Q4 2017 | Q3 2022 | 10 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Optiver Holding B.V. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Hennion & Walsh Asset Management, Inc. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
KB FINANCIAL PARTNERS, LLC | 9 | 9 | 0.06% | 0.09% | 0.13% | Q1 2021 | Q1 2023 | 9 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 7 | 2 | 0.06% | 0.15% | 0.28% | Q4 2020 | Q3 2023 | 9 |
Highlander Capital Management, LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q4 2022 | 9 |
MAVERICK CAPITAL LTD | 5 | 4 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q2 2023 | 9 |
Biondo Investment Advisors, LLC | 9 | 9 | 0.19% | 0.28% | 0.37% | Q3 2021 | Q3 2023 | 9 |
Glenview Trust Co | 8 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2023 | 9 |
Delos Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q2 2023 | 9 |
APPLIED RESEARCH INVESTMENTS, LLC | 9 | 9 | 1.84% | 8.05% | 10.99% | Q2 2020 | Q2 2022 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 4 | 0.02% | 0.11% | 0.17% | Q4 2020 | Q3 2023 | 9 |
Artemis Investment Management LLP | 8 | 1 | 0.01% | 0.03% | 0.15% | Q4 2020 | Q1 2023 | 9 |
Angeles Investment Advisors, LLC | 8 | 1 | 0.03% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 9 |
Family Management Corp | 9 | 9 | 0.18% | 0.50% | 1.10% | Q3 2020 | Q3 2022 | 9 |
RMR Wealth Builders | 4 | 1 | 0.06% | 0.14% | 0.22% | Q2 2020 | Q3 2023 | 9 |
Granite Investment Partners, LLC | 7 | 2 | 0.01% | 0.07% | 0.27% | Q2 2020 | Q3 2023 | 9 |
Liontrust Investment Partners LLP | 9 | 9 | 0.04% | 0.11% | 0.17% | Q3 2021 | Q3 2023 | 9 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 9 | 9 | 0.02% | 0.38% | 0.97% | Q3 2021 | Q3 2023 | 9 |
Soltis Investment Advisors LLC | 8 | 1 | 0.03% | 0.08% | 0.11% | Q2 2020 | Q2 2023 | 9 |
Catalyst Capital Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2022 | 9 |
GHP Investment Advisors, Inc. | 7 | 2 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q3 2023 | 9 |
SkyOak Wealth, LLC | 9 | 9 | 0.30% | 0.51% | 0.77% | Q4 2019 | Q4 2021 | 9 |
Resolute Advisors LLC | 9 | 9 | 0.12% | 0.27% | 0.78% | Q3 2021 | Q3 2023 | 9 |
SYMMETRY PEAK MANAGEMENT LLC | 3 | 1 | 0.06% | 0.34% | 0.77% | Q3 2016 | Q4 2022 | 9 |
Red Door Wealth Management, LLC | 9 | 9 | 0.01% | 0.22% | 0.30% | Q1 2020 | Q1 2022 | 9 |
OneAscent Financial Services LLC | 6 | 1 | 0.23% | 0.53% | 1.21% | Q2 2019 | Q4 2021 | 9 |
OBERWEIS ASSET MANAGEMENT INC/ | 6 | 3 | 0.12% | 2.73% | 8.92% | Q3 2016 | Q4 2021 | 9 |
LOOMIS SAYLES & CO L P | 8 | 1 | 0.00% | 0.89% | 1.49% | Q2 2021 | Q3 2023 | 9 |
CARILLON TOWER ADVISERS, INC. | 8 | 1 | 0.27% | 0.39% | 0.52% | Q3 2018 | Q4 2020 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 9 |
Weiss Asset Management LP | 6 | 1 | 0.01% | 0.08% | 0.31% | Q4 2020 | Q3 2023 | 9 |
ASSETMARK, INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Strategic Blueprint, LLC | 4 | 3 | 0.02% | 0.06% | 0.23% | Q2 2021 | Q3 2023 | 9 |
PUBLIC INVESTMENT FUND | 9 | 9 | 0.09% | 0.20% | 0.39% | Q3 2021 | Q3 2023 | 9 |
Acropolis Investment Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 9 |
EVERGREEN CAPITAL MANAGEMENT LLC | 5 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
ELEMENT POINTE ADVISORS, LLC | 5 | 4 | 0.09% | 0.27% | 0.55% | Q1 2021 | Q3 2023 | 9 |
OXFORD FINANCIAL GROUP, LTD. LLC | 8 | 1 | 0.05% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 9 |
American Money Management, LLC | 6 | 3 | 0.06% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 9 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
FIRST HAWAIIAN BANK | 4 | 2 | 0.00% | 0.05% | 0.13% | Q3 2018 | Q3 2023 | 9 |
GARDNER LEWIS ASSET MANAGEMENT L P | 8 | 1 | 0.23% | 0.89% | 1.78% | Q1 2020 | Q3 2023 | 9 |
NICOLET BANKSHARES INC | 6 | 3 | 0.05% | 0.15% | 0.26% | Q1 2021 | Q2 2023 | 9 |
Pacer Advisors, Inc. | 5 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Ahrens Investment Partners LLC | 7 | 1 | 0.00% | 0.07% | 0.14% | Q4 2020 | Q1 2023 | 9 |
VESTOR CAPITAL, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 9 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 7 | 7 | 0.44% | 1.11% | 2.76% | Q2 2020 | Q4 2021 | 9 |
EXANE DERIVATIVES | 9 | 9 | 0.01% | 0.17% | 0.48% | Q2 2020 | Q2 2022 | 9 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 2 | 0.00% | 0.17% | 0.83% | Q4 2019 | Q3 2023 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 6 | 3 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Nationwide Fund Advisors | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2017 | 9 |
DAVENPORT & Co LLC | 5 | 4 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Aubrey Capital Management Ltd | 3 | 3 | 1.49% | 2.30% | 2.95% | Q4 2017 | Q3 2023 | 9 |
Requisite Capital Management, LLC | 7 | 1 | 0.08% | 0.22% | 0.46% | Q1 2019 | Q3 2021 | 9 |
WASHINGTON TRUST Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
ROYCE & ASSOCIATES LP | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q2 2018 | 9 |
Buckley Wealth Management, LLC | 9 | 9 | 0.09% | 0.20% | 0.25% | Q1 2020 | Q1 2022 | 9 |
LexAurum Advisors, LLC | 8 | 1 | 0.06% | 0.11% | 0.20% | Q2 2021 | Q3 2023 | 9 |
HARBOR CAPITAL ADVISORS, INC. | 9 | 9 | 0.34% | 0.82% | 2.00% | Q4 2021 | Q4 2023 | 9 |
RWQ Financial Management Services, Inc. | 9 | 9 | 1.00% | 3.85% | 7.00% | Q4 2020 | Q4 2022 | 9 |
Legacy Wealth Asset Management, LLC | 8 | 1 | 0.12% | 0.28% | 0.41% | Q4 2020 | Q3 2023 | 9 |
Sugarloaf Wealth Management, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
WMS Partners, LLC | 5 | 4 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 9 |
DONALDSON CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 9 |
Axel Capital Management, LLC | 8 | 1 | 1.43% | 4.77% | 7.00% | Q3 2019 | Q4 2021 | 9 |
Avidian Wealth Solutions, LLC | 3 | 1 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 9 |
Koshinski Asset Management, Inc. | 8 | 8 | 0.01% | 0.08% | 0.12% | Q2 2020 | Q1 2022 | 8 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.11% | 0.19% | Q3 2016 | Q2 2023 | 8 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q1 2022 | 8 |
MAPLELANE CAPITAL, LLC | 2 | 1 | 0.00% | 0.40% | 1.08% | Q2 2017 | Q4 2019 | 8 |
Parisi Gray Wealth Management | 8 | 8 | 0.18% | 0.27% | 0.33% | Q2 2020 | Q1 2022 | 8 |
Privium Fund Management B.V. | 8 | 8 | 5.58% | 6.86% | 8.76% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.06% | 0.18% | Q3 2019 | Q1 2023 | 8 |
Ocean Capital Management, LLC | 8 | 8 | 0.26% | 0.36% | 0.48% | Q2 2020 | Q1 2022 | 8 |
Granahan Investment Management | 8 | 8 | 0.02% | 0.49% | 1.45% | Q4 2015 | Q3 2017 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.23% | 0.59% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 2.60% | 4.26% | 5.62% | Q4 2021 | Q3 2023 | 8 |
Ferris Capital, LLC | 5 | 3 | 0.12% | 0.39% | 0.69% | Q1 2020 | Q1 2022 | 8 |
VERUS CAPITAL PARTNERS, LLC | 3 | 2 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 8 |
FIRST FOUNDATION ADVISORS | 7 | 1 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q2 2023 | 8 |
Pachira Investments Inc. | 3 | 2 | 0.15% | 0.38% | 1.07% | Q2 2020 | Q3 2023 | 8 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.02% | 0.28% | 0.69% | Q4 2018 | Q3 2019 | 8 |
HWG Holdings LP | 4 | 1 | 0.00% | 0.27% | 1.88% | Q3 2017 | Q1 2022 | 8 |
CITIZENS FINANCIAL GROUP INC/RI | 8 | 8 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q2 2023 | 8 |
CULLINAN ASSOCIATES INC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 8 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 8 | 8 | 0.00% | 0.01% | 0.11% | Q4 2021 | Q3 2023 | 8 |
GFG Capital, LLC | 8 | 8 | 0.09% | 0.12% | 0.18% | Q4 2020 | Q3 2022 | 8 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 8 | 0.02% | 0.11% | 0.14% | Q2 2020 | Q1 2022 | 8 |
GFS Advisors, LLC | 8 | 8 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q1 2022 | 8 |
Mawer Investment Management Ltd. | 8 | 8 | 0.29% | 0.48% | 0.80% | Q3 2017 | Q2 2019 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
STRS OHIO | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
OKABENA INVESTMENT SERVICES INC | 8 | 8 | 0.56% | 0.96% | 1.34% | Q1 2020 | Q4 2021 | 8 |
Vanguard Capital Wealth Advisors | 4 | 4 | 0.23% | 0.31% | 0.39% | Q3 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Athanor Capital, LP | 4 | 4 | 0.02% | 0.08% | 0.13% | Q1 2019 | Q1 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Diversified Trust Co | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Mach-1 Financial Group, LLC | 3 | 2 | 0.01% | 0.20% | 0.91% | Q4 2020 | Q3 2023 | 8 |
Onex Canada Asset Management Inc. | 7 | 1 | 0.04% | 1.57% | 2.34% | Q3 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.05% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Granite Bay Wealth Management, LLC | 8 | 8 | 0.35% | 0.69% | 1.36% | Q4 2021 | Q3 2023 | 8 |
GLYNN CAPITAL MANAGEMENT LLC | 8 | 8 | 2.84% | 4.87% | 6.82% | Q3 2020 | Q2 2022 | 8 |
Wealthspire Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 8 |
M&R CAPITAL MANAGEMENT INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2023 | 8 |
SRS Investment Management, LLC | 7 | 1 | 0.00% | 1.41% | 5.55% | Q4 2015 | Q3 2023 | 8 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 7 | 1 | 0.96% | 1.19% | 1.42% | Q3 2019 | Q4 2021 | 8 |
CHILTON CAPITAL MANAGEMENT LLC | 5 | 3 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 8 |
Crewe Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 2 | 0.04% | 0.09% | 0.22% | Q3 2020 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MEITAV INVESTMENT HOUSE LTD | 7 | 1 | 0.02% | 0.07% | 0.24% | Q2 2019 | Q3 2021 | 8 |
Constellation Investimentos e Participacoes Ltda | 6 | 1 | 0.04% | 0.27% | 0.51% | Q4 2020 | Q2 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.05% | 0.19% | 0.28% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.01% | 0.09% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Great Diamond Partners, LLC | 4 | 4 | 0.07% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 8 |
Jacobi Capital Management LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2021 | 8 |
BRR OpCo, LLC | 8 | 8 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q1 2022 | 8 |
Hayden Royal, LLC | 8 | 8 | 0.13% | 0.30% | 0.80% | Q1 2020 | Q4 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.01% | 0.07% | Q4 2021 | Q3 2023 | 8 |
DOWLING & YAHNKE LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 8 |
BURNS J W & CO INC/NY | 8 | 8 | 0.04% | 0.09% | 0.10% | Q2 2020 | Q1 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Everhart Financial Group, Inc. | 8 | 8 | 0.12% | 0.51% | 0.92% | Q4 2020 | Q3 2022 | 8 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 8 |
New Capital Management LP | 6 | 2 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q4 2020 | 8 |
BURNEY CO/ | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
INGALLS & SNYDER LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2022 | 8 |
Engineers Gate Manager LP | 2 | 2 | 0.05% | 0.12% | 0.33% | Q1 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
OAKMONT Corp | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.50% | 1.01% | Q4 2021 | Q3 2023 | 8 |
Merit Financial Group, LLC | 5 | 3 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
West Family Investments, Inc. | 4 | 1 | 0.07% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 8 |
VETAMER CAPITAL MANAGEMENT, L.P. | 8 | 8 | 1.02% | 1.71% | 3.92% | Q4 2021 | Q3 2023 | 8 |
Marcum Wealth, LLC | 4 | 4 | 0.03% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 8 |
PDS Planning, Inc | 5 | 3 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 8 |
Baskin Financial Services Inc. | 8 | 8 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q1 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Value Star Asset Management (Hong Kong) Ltd | 7 | 1 | 0.88% | 3.03% | 5.02% | Q4 2020 | Q4 2022 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.05% | 0.14% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q4 2020 | 8 |
Oribel Capital Management, LP | 4 | 1 | 0.24% | 1.46% | 8.32% | Q2 2020 | Q2 2023 | 8 |
Seaport Global Advisors, LLC | 8 | 8 | 0.60% | 0.94% | 1.28% | Q4 2021 | Q3 2023 | 8 |
VICTORY CAPITAL MANAGEMENT INC | 8 | 8 | 0.04% | 0.06% | 0.06% | Q1 2020 | Q4 2021 | 8 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.20% | 0.51% | 0.69% | Q1 2017 | Q3 2023 | 8 |
Cunning Capital Partners, LP | 8 | 8 | 0.99% | 3.25% | 5.75% | Q1 2020 | Q4 2021 | 8 |
Stanley-Laman Group, Ltd. | 4 | 2 | 0.04% | 0.84% | 1.43% | Q1 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2019 | 8 |
LAZARD ASSET MANAGEMENT LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 8 |
Clarius Group, LLC | 7 | 1 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.18% | 0.43% | Q4 2021 | Q3 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.09% | 0.14% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
RPG Investment Advisory, LLC | 8 | 8 | 0.00% | 0.15% | 1.15% | Q4 2019 | Q3 2021 | 8 |
FULTON BREAKEFIELD BROENNIMAN LLC | 8 | 8 | 0.03% | 0.06% | 0.07% | Q1 2020 | Q4 2021 | 8 |
Ziegler Capital Management, LLC | 8 | 8 | 0.13% | 0.20% | 0.25% | Q1 2020 | Q4 2021 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Brinker Capital Investments, LLC | 7 | 1 | 0.00% | 0.04% | 0.13% | Q1 2019 | Q1 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.08% | 0.17% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.07% | 0.13% | Q3 2021 | Q2 2023 | 8 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 8 | 8 | 0.25% | 0.39% | 0.52% | Q1 2020 | Q4 2021 | 8 |
Bridgewater Associates | 6 | 2 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 8 |
Investment Research & Advisory Group, Inc. | 6 | 2 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 8 |
United Capital Management of KS, Inc. | 8 | 8 | 0.11% | 0.21% | 0.29% | Q3 2020 | Q2 2022 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
Sepio Capital, LP | 6 | 1 | 0.02% | 0.16% | 0.23% | Q4 2020 | Q3 2023 | 8 |
Sand Hill Global Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 8 |
Mattern Wealth Management LLC | 8 | 8 | 0.07% | 0.13% | 0.14% | Q2 2020 | Q1 2022 | 8 |
Fort Point Capital Partners LLC | 6 | 6 | 0.02% | 0.09% | 0.17% | Q1 2021 | Q2 2022 | 8 |
Williams Jones Wealth Management, LLC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 8 |
Equitable Holdings, Inc. | 3 | 1 | 0.01% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 8 |
Arden Trust Co | 8 | 8 | 0.05% | 0.11% | 0.17% | Q2 2019 | Q1 2021 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.15% | 0.27% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.16% | 0.35% | 0.86% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.45% | 0.60% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Polar Asset Management Partners Inc. | 3 | 1 | 0.00% | 0.45% | 1.32% | Q1 2020 | Q4 2021 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
NICOLET ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q4 2021 | 8 |
STONNINGTON GROUP, LLC | 6 | 2 | 0.06% | 0.58% | 1.28% | Q1 2021 | Q1 2023 | 8 |
FORESTERS ASSET MANAGEMENT INC. | 8 | 8 | 0.05% | 0.14% | 0.21% | Q2 2016 | Q1 2018 | 8 |
Csenge Advisory Group | 6 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 5 | 3 | 0.14% | 0.19% | 0.26% | Q3 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.02% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Phoenix Wealth Advisors | 5 | 1 | 0.13% | 0.49% | 0.84% | Q4 2020 | Q1 2023 | 8 |
Pacific Wealth Strategies Group, Inc. | 8 | 8 | 0.20% | 0.61% | 0.89% | Q3 2020 | Q2 2022 | 8 |
OppenheimerFunds, Inc. | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q3 2017 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.07% | 0.18% | 0.34% | Q4 2021 | Q3 2023 | 8 |
GILL CAPITAL PARTNERS, LLC | 5 | 1 | 0.10% | 0.15% | 0.18% | Q2 2020 | Q4 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Golden Green, Inc. | 6 | 2 | 0.48% | 0.97% | 1.53% | Q4 2020 | Q3 2023 | 8 |
Wealth Alliance Advisory Group, LLC | 7 | 1 | 0.07% | 0.17% | 0.23% | Q2 2020 | Q2 2023 | 8 |
Cipher Capital LP | 2 | 1 | 0.10% | 0.21% | 0.66% | Q2 2018 | Q2 2023 | 8 |
Claret Asset Management Corp | 8 | 8 | 0.16% | 0.24% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Taylor Frigon Capital Management LLC | 8 | 8 | 0.79% | 1.27% | 1.80% | Q1 2018 | Q4 2019 | 8 |
Xcel Wealth Management, LLC | 8 | 8 | 0.12% | 0.37% | 1.14% | Q1 2020 | Q4 2021 | 8 |
BRAUN STACEY ASSOCIATES INC | 8 | 8 | 0.78% | 1.18% | 1.56% | Q3 2016 | Q2 2018 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Telemark Asset Management, LLC | 8 | 8 | 1.26% | 2.02% | 3.11% | Q4 2015 | Q3 2017 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bienville Capital Management, LLC | 8 | 8 | 0.04% | 0.25% | 0.68% | Q4 2020 | Q3 2022 | 8 |
Elmwood Wealth Management, Inc. | 4 | 1 | 0.03% | 1.26% | 3.41% | Q1 2018 | Q4 2021 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 8 |
QCM Cayman, Ltd. | 4 | 1 | 0.61% | 1.14% | 1.87% | Q3 2017 | Q1 2021 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.20% | 0.32% | 0.67% | Q4 2021 | Q3 2023 | 8 |
San Luis Wealth Advisors LLC | 8 | 8 | 0.08% | 0.60% | 1.15% | Q3 2021 | Q2 2023 | 8 |
FIRST NATIONAL CORP /MA/ /ADV | 7 | 1 | 0.00% | 0.05% | 0.07% | Q1 2019 | Q4 2021 | 8 |
Fulcrum Asset Management LLP | 7 | 7 | 0.15% | 0.27% | 0.51% | Q2 2020 | Q4 2021 | 7 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.03% | 0.18% | 0.36% | Q1 2021 | Q3 2023 | 7 |
ROMAN BUTLER FULLERTON & CO | 5 | 2 | 0.10% | 0.16% | 0.20% | Q1 2019 | Q2 2023 | 7 |
PECAUT & CO. | 7 | 7 | 0.12% | 0.18% | 0.21% | Q2 2020 | Q4 2021 | 7 |
Paradigm Financial Advisors, LLC | 7 | 7 | 0.05% | 0.08% | 0.14% | Q2 2020 | Q4 2021 | 7 |
GREENLEA LANE CAPITAL MANAGEMENT, LLC | 7 | 7 | 5.14% | 7.59% | 11.65% | Q1 2022 | Q3 2023 | 7 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.13% | 0.45% | 0.83% | Q4 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2020 | 7 |
DIKER MANAGEMENT LLC | 4 | 3 | 0.23% | 0.74% | 1.27% | Q2 2016 | Q1 2018 | 7 |
Torch Wealth Management LLC | 7 | 7 | 0.17% | 0.30% | 0.53% | Q4 2017 | Q2 2019 | 7 |
Carmignac Gestion | 5 | 2 | 0.11% | 1.14% | 2.46% | Q4 2017 | Q4 2020 | 7 |
Rudd International, Inc. | 7 | 7 | 0.17% | 0.40% | 0.92% | Q4 2018 | Q2 2020 | 7 |
People's United Financial, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
High Falls Advisors, Inc | 4 | 1 | 0.07% | 0.22% | 0.38% | Q2 2017 | Q2 2023 | 7 |
Atika Capital Management LLC | 3 | 2 | 0.83% | 1.21% | 1.47% | Q2 2015 | Q4 2021 | 7 |
Claro Advisors LLC | 4 | 1 | 0.00% | 0.07% | 0.09% | Q4 2018 | Q3 2023 | 7 |
Accredited Investors Inc. | 4 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 7 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 6 | 1 | 0.00% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 7 |
BlackRock Group LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
TIVERTON ASSET MANAGEMENT LLC | 7 | 7 | 0.22% | 0.52% | 0.64% | Q1 2018 | Q3 2019 | 7 |
Bellecapital International Ltd. | 6 | 1 | 0.07% | 0.42% | 0.93% | Q4 2020 | Q3 2023 | 7 |
Sanford Advisory Services, LLC | 7 | 7 | 0.06% | 0.13% | 0.18% | Q4 2020 | Q2 2022 | 7 |
Wahed Invest LLC | 7 | 7 | 0.20% | 0.43% | 0.64% | Q1 2022 | Q3 2023 | 7 |
COLUMBUS CIRCLE INVESTORS | 7 | 7 | 0.11% | 0.18% | 0.24% | Q3 2016 | Q1 2018 | 7 |
Eisler Capital (UK) Ltd. | 3 | 1 | 0.00% | 0.06% | 0.15% | Q3 2022 | Q3 2023 | 7 |
ClariVest Asset Management LLC | 7 | 7 | 0.11% | 0.32% | 0.73% | Q3 2021 | Q1 2023 | 7 |
SITTNER & NELSON, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Venture Visionary Partners LLC | 7 | 7 | 0.03% | 0.08% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2021 | 7 |
Leonard Green & Partners, L.P. | 2 | 1 | 0.06% | 0.38% | 0.71% | Q2 2019 | Q1 2022 | 7 |
Worth Asset Management, LLC | 7 | 7 | 0.06% | 0.13% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Wealth Alliance | 5 | 2 | 0.05% | 0.10% | 0.17% | Q1 2020 | Q3 2023 | 7 |
Malaga Cove Capital, LLC | 7 | 7 | 0.18% | 0.42% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Newman Dignan & Sheerar, Inc. | 7 | 7 | 0.04% | 0.09% | 0.11% | Q2 2020 | Q4 2021 | 7 |
DOCK STREET ASSET MANAGEMENT INC | 7 | 7 | 1.11% | 1.67% | 2.29% | Q2 2020 | Q4 2021 | 7 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 7 | 7 | 0.22% | 0.39% | 0.66% | Q4 2021 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Cornerstone Capital, Inc. | 7 | 7 | 0.40% | 1.12% | 1.95% | Q1 2022 | Q3 2023 | 7 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 | 3 | 0.06% | 0.10% | 0.18% | Q2 2021 | Q3 2023 | 7 |
RICHELIEU GESTION SA | 7 | 7 | 1.56% | 2.10% | 2.62% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.06% | 0.10% | 0.19% | Q4 2021 | Q3 2023 | 7 |
BlueCrest Capital Management Ltd | 6 | 1 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q4 2021 | 7 |
BTC Capital Management, Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2022 | 7 |
AJ WEALTH STRATEGIES, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 7 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.05% | 0.79% | 2.70% | Q1 2018 | Q1 2022 | 7 |
Oxler Private Wealth LLC | 5 | 2 | 0.03% | 0.42% | 0.78% | Q4 2020 | Q3 2022 | 7 |
Lenox Wealth Management, Inc. | 7 | 7 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q2 2020 | 7 |
Crawford Lake Capital Management, LLC | 2 | 1 | 0.12% | 1.33% | 2.42% | Q3 2019 | Q3 2021 | 7 |
FourThought Financial, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.04% | 0.08% | 0.20% | Q4 2021 | Q2 2023 | 7 |
Octavia Wealth Advisors, LLC | 3 | 1 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 7 |
DUALITY ADVISERS, LP | 7 | 7 | 0.04% | 0.18% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Chicago Capital, LLC | 7 | 7 | 0.70% | 0.79% | 0.86% | Q2 2020 | Q4 2021 | 7 |
Sonora Investment Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2021 | 7 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 7 | 7 | 0.03% | 0.06% | 0.09% | Q2 2017 | Q4 2018 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2021 | 7 |
InterOcean Capital Group, LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 7 |
Enlightenment Research, LLC | 2 | 1 | 0.16% | 1.81% | 5.43% | Q4 2018 | Q2 2022 | 7 |
JCIC Asset Management Inc. | 6 | 1 | 0.02% | 1.11% | 2.03% | Q4 2020 | Q3 2023 | 7 |
NorthRock Partners, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Executive Wealth Management, LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2021 | 7 |
Ashe Capital Management, LP | 7 | 7 | 5.57% | 10.91% | 16.06% | Q1 2022 | Q3 2023 | 7 |
HBC Financial Services, PLLC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 7 |
NWK Group, Inc. | 6 | 1 | 0.01% | 0.21% | 1.39% | Q4 2019 | Q3 2023 | 7 |
Castle Hook Partners LP | 7 | 7 | 0.53% | 2.08% | 5.20% | Q3 2020 | Q1 2022 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Resonant Capital Advisors, LLC | 5 | 2 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q4 2021 | 7 |
Markel Corporation | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Resource Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q4 2021 | 7 |
C M BIDWELL & ASSOCIATES LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Congress Park Capital LLC | 5 | 2 | 0.13% | 0.24% | 0.62% | Q3 2020 | Q2 2022 | 7 |
MFA WEALTH ADVISORS, LLC | 7 | 7 | 0.14% | 0.23% | 0.40% | Q2 2020 | Q4 2021 | 7 |
Masso Torrence Wealth Management Inc. | 6 | 1 | 0.01% | 0.33% | 0.52% | Q4 2021 | Q3 2023 | 7 |
United Asset Strategies, Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Triumph Capital Management | 7 | 7 | 0.18% | 0.27% | 0.35% | Q3 2021 | Q1 2023 | 7 |
DF DENT & CO INC | 7 | 7 | 0.08% | 0.13% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Farmers & Merchants Trust Co of Chambersburg PA | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
REDW Wealth LLC | 7 | 7 | 0.09% | 0.10% | 0.12% | Q2 2020 | Q4 2021 | 7 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
Veracity Capital LLC | 7 | 7 | 0.09% | 0.13% | 0.17% | Q3 2020 | Q1 2022 | 7 |
JAG CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.63% | 1.10% | 1.63% | Q1 2021 | Q3 2023 | 7 |
BIRINYI ASSOCIATES INC | 7 | 7 | 0.97% | 1.10% | 1.18% | Q2 2020 | Q4 2021 | 7 |
Johnson Financial Group, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 3 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 7 |
BlackRock Institutional Trust Company, N.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Mechanics Bank Trust Department | 7 | 7 | 0.04% | 0.14% | 0.25% | Q4 2020 | Q2 2022 | 7 |
WADDELL & REED FINANCIAL INC | 7 | 7 | 0.00% | 0.06% | 0.09% | Q1 2016 | Q3 2017 | 7 |
Tairen Capital Ltd | 3 | 1 | 0.47% | 4.05% | 9.61% | Q2 2020 | Q3 2023 | 7 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 7 | 7 | 0.11% | 0.18% | 0.24% | Q2 2017 | Q4 2018 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 7 |
Andra AP-fonden | 3 | 2 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 7 |
Bellwether Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Aequim Alternative Investments LP | 7 | 7 | 0.07% | 0.42% | 0.74% | Q4 2020 | Q2 2022 | 7 |
Meadow Creek Investment Management LLC | 7 | 7 | 0.01% | 0.38% | 0.62% | Q1 2018 | Q3 2019 | 7 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 7 | 7 | 0.00% | 0.62% | 1.26% | Q3 2021 | Q1 2023 | 7 |
XTX Topco Ltd | 3 | 1 | 0.06% | 0.26% | 0.63% | Q1 2021 | Q3 2023 | 7 |
Claraphi Advisory Network, LLC | 7 | 7 | 0.03% | 0.14% | 0.36% | Q1 2020 | Q3 2021 | 7 |
Shay Capital LLC | 3 | 1 | 0.02% | 0.10% | 0.32% | Q2 2021 | Q4 2022 | 7 |
Elkfork Partners LLC | 7 | 7 | 0.02% | 0.38% | 0.62% | Q1 2018 | Q3 2019 | 7 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.28% | 1.22% | Q2 2015 | Q3 2022 | 7 |
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 7 | 7 | 0.67% | 3.68% | 7.05% | Q2 2021 | Q4 2022 | 7 |
Neuburgh Advisers LLC | 7 | 7 | 0.01% | 0.29% | 0.47% | Q1 2018 | Q3 2019 | 7 |
Glen Harbor Capital Management LLC | 7 | 7 | 0.01% | 0.25% | 0.42% | Q1 2018 | Q3 2019 | 7 |
SYNOVUS FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
ROOSEVELT INVESTMENT GROUP LLC | 7 | 7 | 0.03% | 0.07% | 0.12% | Q2 2020 | Q4 2021 | 7 |
Cardan Capital Partners, LLC | 7 | 7 | 0.04% | 0.08% | 0.10% | Q1 2020 | Q3 2021 | 7 |
Accurate Wealth Management, LLC | 4 | 1 | 0.05% | 0.21% | 0.40% | Q2 2021 | Q3 2023 | 7 |
Qtron Investments LLC | 7 | 7 | 0.07% | 0.15% | 0.22% | Q3 2020 | Q1 2022 | 7 |
Twin Lakes Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 7 |
Nepsis Inc. | 7 | 7 | 1.23% | 4.53% | 6.86% | Q1 2022 | Q3 2023 | 7 |
State of New Jersey Common Pension Fund D | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 7 |
Western Wealth Management, LLC | 5 | 2 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q1 2022 | 7 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.13% | 0.32% | 0.76% | Q1 2021 | Q2 2023 | 7 |
DIVIDEND ASSETS CAPITAL, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Round Rock Advisors, LLC | 6 | 1 | 0.09% | 0.31% | 0.46% | Q4 2020 | Q2 2023 | 7 |
Builders Union LLP | 7 | 7 | 2.12% | 4.96% | 6.97% | Q4 2020 | Q2 2022 | 7 |
Frisch Financial Group, Inc. | 7 | 7 | 0.09% | 0.16% | 0.22% | Q3 2020 | Q1 2022 | 7 |
LifePro Asset Management | 7 | 7 | 0.06% | 3.24% | 6.12% | Q3 2020 | Q1 2022 | 7 |
Select Equity Group, L.P. | 3 | 1 | 0.07% | 0.33% | 1.08% | Q1 2018 | Q3 2023 | 7 |
Advisor OS, LLC | 7 | 7 | 0.12% | 0.16% | 0.21% | Q2 2020 | Q4 2021 | 7 |
Canvas Wealth Advisors, LLC | 7 | 7 | 0.10% | 0.21% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Tuttle Capital Management, LLC | 2 | 1 | 0.24% | 0.78% | 1.24% | Q1 2018 | Q4 2020 | 7 |
MYCIO WEALTH PARTNERS, LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q4 2019 | 7 |
Mariner, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 7 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 7 | 7 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Pier Capital, LLC | 7 | 7 | 1.01% | 1.13% | 1.28% | Q3 2015 | Q1 2017 | 7 |
Contour Asset Management LLC | 5 | 1 | 0.94% | 2.49% | 3.95% | Q1 2016 | Q3 2018 | 6 |
Brookfield Asset Management | 6 | 6 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q2 2023 | 6 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 6 |
MASTRAPASQUA ASSET MANAGEMENT INC | 6 | 6 | 0.04% | 0.09% | 0.16% | Q1 2019 | Q2 2020 | 6 |
THOMPSON DAVIS & CO., INC. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 6 |
FARR MILLER & WASHINGTON LLC/DC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 6 |
QUEST INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.30% | 0.84% | 1.40% | Q3 2020 | Q4 2021 | 6 |
Sculptor Capital LP | 4 | 1 | 0.01% | 0.15% | 0.74% | Q4 2015 | Q3 2022 | 6 |
SIGMA INVESTMENT COUNSELORS INC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q4 2021 | 6 |
MCDANIEL TERRY & CO | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
ASSET MANAGEMENT CORP /IL/ /ADV | 3 | 3 | 0.10% | 0.28% | 0.74% | Q3 2020 | Q1 2021 | 6 |
RBF Capital, LLC | 3 | 3 | 0.02% | 0.11% | 0.22% | Q1 2021 | Q2 2023 | 6 |
JUPITER ASSET MANAGEMENT LTD | 4 | 1 | 0.00% | 0.05% | 0.10% | Q1 2019 | Q3 2021 | 6 |
ALGERT GLOBAL LLC | 5 | 1 | 0.02% | 0.08% | 0.12% | Q2 2020 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
COHEN & STEERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Insight Holdings Group, LLC | 5 | 1 | 0.06% | 6.12% | 23.31% | Q2 2015 | Q1 2022 | 6 |
Essex Financial Services, Inc. | 3 | 1 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 6 |
Miura Global Management | 4 | 2 | 0.27% | 1.90% | 3.47% | Q4 2019 | Q4 2021 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Leith Wheeler Investment Counsel Ltd. | 6 | 6 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q3 2021 | 6 |
Aperio Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 6 |
ALPS ADVISORS INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
West Oak Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
Hanson & Doremus Investment Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
Vision Capital Management, Inc. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q4 2021 | 6 |
SAMLYN CAPITAL, LLC | 4 | 1 | 0.03% | 0.25% | 0.55% | Q4 2021 | Q3 2023 | 6 |
Jabre Capital Partners S.A. | 6 | 6 | 0.09% | 0.57% | 1.24% | Q2 2017 | Q3 2018 | 6 |
HL FINANCIAL SERVICES LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2017 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 2 | 0.05% | 0.74% | 1.99% | Q3 2021 | Q3 2023 | 6 |
YHB Investment Advisors, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Greystone Managed Investments Inc. | 6 | 6 | 0.48% | 0.55% | 0.66% | Q2 2018 | Q3 2019 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2020 | 6 |
BRINKER CAPITAL INC | 6 | 6 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q2 2020 | 6 |
Lumina Fund Management LLC | 6 | 6 | 0.10% | 0.17% | 0.28% | Q2 2022 | Q3 2023 | 6 |
SFMG, LLC | 6 | 6 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q1 2022 | 6 |
AFT, FORSYTH & COMPANY, INC. | 6 | 6 | 0.25% | 0.66% | 0.84% | Q4 2020 | Q1 2022 | 6 |
Main Street Research LLC | 6 | 6 | 1.04% | 1.17% | 1.27% | Q3 2020 | Q4 2021 | 6 |
Clean Yield Group | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Barrett Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 6 |
Redhawk Wealth Advisors, Inc. | 4 | 1 | 0.01% | 0.06% | 0.09% | Q2 2019 | Q2 2023 | 6 |
Magellan Asset Management Ltd | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
NuWave Investment Management, LLC | 3 | 1 | 0.13% | 0.74% | 1.71% | Q4 2020 | Q3 2022 | 6 |
Altimeter Capital Management | 6 | 6 | 0.77% | 1.58% | 2.62% | Q3 2020 | Q4 2021 | 6 |
VICUS CAPITAL | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2021 | 6 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 6 |
Kemnay Advisory Services Inc. | 6 | 6 | 0.05% | 0.09% | 0.12% | Q2 2020 | Q3 2021 | 6 |
PRAGMA GESTAO DE PATRIMONIO LTD | 6 | 6 | 1.49% | 3.26% | 4.98% | Q1 2021 | Q2 2022 | 6 |
QUENTEC ASSET MANAGEMENT LLC | 5 | 5 | 0.04% | 3.91% | 9.49% | Q3 2016 | Q3 2017 | 6 |
Oxbow Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 6 | 6 | 0.04% | 0.08% | 0.10% | Q2 2018 | Q3 2019 | 6 |
ACG Wealth | 5 | 1 | 0.01% | 0.07% | 0.09% | Q4 2020 | Q2 2022 | 6 |
Willingdon Wealth Management | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2020 | 6 |
LMR Partners LLP | 3 | 1 | 0.01% | 0.08% | 0.37% | Q1 2017 | Q3 2023 | 6 |
Balentine LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 6 |
TELEMUS CAPITAL, LLC | 3 | 3 | 0.02% | 0.06% | 0.12% | Q1 2019 | Q3 2020 | 6 |
Empowered Funds, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.21% | 0.24% | 0.26% | Q4 2016 | Q3 2018 | 6 |
Sequoia Financial Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Jackson Square Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.69% | 1.12% | 1.39% | Q4 2019 | Q1 2021 | 6 |
Mirador Capital Partners LP | 5 | 1 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q2 2022 | 6 |
BKS ADVISORS, LLC | 5 | 1 | 0.12% | 0.70% | 1.01% | Q1 2017 | Q1 2019 | 6 |
Garelick Capital Partners, LP | 6 | 6 | 0.96% | 3.93% | 6.53% | Q4 2015 | Q1 2017 | 6 |
SQN Investors LP | 6 | 6 | 3.24% | 6.06% | 8.61% | Q3 2020 | Q4 2021 | 6 |
Douglas Lane & Associates, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Sanoor Capital Management LP | 6 | 6 | 7.16% | 8.59% | 9.10% | Q2 2017 | Q3 2018 | 6 |
Transform Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2021 | 6 |
AustralianSuper Pty Ltd | 6 | 6 | 0.01% | 0.88% | 1.40% | Q1 2021 | Q2 2022 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Fusion Family Wealth LLC | 5 | 1 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q4 2018 | 6 |
PIER 88 INVESTMENT PARTNERS LLC | 6 | 6 | 0.06% | 0.12% | 0.19% | Q4 2016 | Q1 2018 | 6 |
WP Advisors, LLC | 6 | 6 | 0.09% | 0.42% | 0.68% | Q1 2022 | Q2 2023 | 6 |
Tamar Securities, LLC | 6 | 6 | 0.06% | 0.15% | 0.20% | Q3 2020 | Q4 2021 | 6 |
CLEAR STREET LLC | 1 | 1 | 0.10% | 0.37% | 0.87% | Q2 2022 | Q2 2023 | 6 |
Lattice Capital Management, LLC | 6 | 6 | 0.06% | 0.39% | 1.27% | Q4 2021 | Q1 2023 | 6 |
FIDUCIENT ADVISORS LLC | 5 | 1 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q2 2022 | 6 |
G&S Capital LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q1 2019 | 6 |
Altman Advisors, Inc. | 6 | 6 | 0.78% | 2.04% | 3.20% | Q3 2019 | Q4 2020 | 6 |
Certified Advisory Corp | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Paradiem, LLC | 6 | 6 | 0.23% | 0.31% | 0.38% | Q4 2020 | Q1 2022 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.02% | 0.05% | 0.10% | Q2 2021 | Q3 2022 | 6 |
Laurel Wealth Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
Oxinas Partners Wealth Management LLC | 3 | 3 | 0.18% | 0.22% | 0.29% | Q2 2021 | Q3 2023 | 6 |
Kore Private Wealth LLC | 4 | 2 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2021 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.07% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Artemis Wealth Advisors, LLC | 6 | 6 | 0.34% | 0.39% | 0.50% | Q3 2020 | Q4 2021 | 6 |
Inscription Capital, LLC | 4 | 2 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q2 2022 | 6 |
Ethic Inc. | 6 | 6 | 0.03% | 0.14% | 0.18% | Q2 2020 | Q3 2021 | 6 |
Kathmere Capital Management, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q4 2021 | 6 |
ATTICUS WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
S.A. Mason LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Aurora Private Wealth, Inc. | 6 | 6 | 0.11% | 0.16% | 0.21% | Q1 2020 | Q2 2021 | 6 |
Fortis Capital Management LLC | 4 | 2 | 0.08% | 0.86% | 1.75% | Q4 2020 | Q2 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
Private Wealth Strategies, L.L.C. | 6 | 6 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q4 2021 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 6 |
PAX Financial Group, LLC | 6 | 6 | 0.07% | 0.22% | 0.30% | Q4 2020 | Q1 2022 | 6 |
Aquatic Capital Management LLC | 4 | 2 | 0.20% | 0.45% | 0.85% | Q1 2022 | Q3 2023 | 6 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.03% | 0.10% | 0.16% | Q4 2019 | Q2 2022 | 6 |
Ascendant Capital Management, LLC | 5 | 5 | 0.24% | 0.95% | 1.35% | Q4 2020 | Q4 2021 | 6 |
Revolve Wealth Partners, LLC | 3 | 3 | 0.07% | 0.11% | 0.21% | Q4 2021 | Q2 2023 | 6 |
Horst & Graben Wealth Management LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q1 2023 | 6 |
One Day In July LLC | 6 | 6 | 0.12% | 0.18% | 0.28% | Q2 2019 | Q3 2020 | 6 |
IAG Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Founders Financial Alliance, LLC | 6 | 6 | 0.09% | 0.19% | 0.29% | Q3 2020 | Q4 2021 | 6 |
4J Wealth Management LLC | 6 | 6 | 0.19% | 0.27% | 0.32% | Q4 2020 | Q1 2022 | 6 |
WD RUTHERFORD LLC | 6 | 6 | 0.03% | 0.79% | 1.08% | Q4 2020 | Q1 2022 | 6 |
Oakwell Private Wealth Management, LLC | 6 | 6 | 0.13% | 0.26% | 0.36% | Q4 2020 | Q1 2022 | 6 |
Bard Financial Services, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Willis Johnson & Associates, Inc. | 6 | 6 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NFJ INVESTMENT GROUP, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Eagle Bay Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Strong Tower Advisory Services | 6 | 6 | 0.92% | 1.39% | 2.23% | Q3 2021 | Q4 2022 | 6 |
Stonegate Investment Group, LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 6 |
Solidarity Wealth, LLC | 3 | 3 | 0.13% | 0.30% | 0.44% | Q1 2022 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Corton Capital Inc. | 4 | 2 | 20.66% | 26.25% | 45.84% | Q4 2021 | Q3 2023 | 6 |
KRS Capital Management, LLC | 4 | 2 | 0.30% | 0.41% | 0.70% | Q4 2021 | Q3 2023 | 6 |
REGATTA CAPITAL GROUP, LLC | 6 | 6 | 0.14% | 0.16% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Forum Financial Management, LP | 4 | 2 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Eisler Capital (US) LLC | 2 | 1 | 0.04% | 1.29% | 7.28% | Q4 2022 | Q3 2023 | 6 |
BREWIN DOLPHIN LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Garden State Investment Advisory Services LLC | 3 | 3 | 0.03% | 0.06% | 0.11% | Q1 2023 | Q3 2023 | 6 |
PFS INVESTMENTS INC. | 6 | 6 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q2 2022 | 6 |
MEANS INVESTMENT CO., INC. | 6 | 6 | 0.05% | 0.10% | 0.15% | Q2 2022 | Q3 2023 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q4 2022 | 6 |
ASSOCIATED BANC-CORP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2018 | 6 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 6 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 6 | 6 | 0.04% | 0.09% | 0.30% | Q1 2018 | Q2 2019 | 6 |
I.G. INVESTMENT MANAGEMENT, LTD. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2017 | 6 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.04% | 0.20% | 0.37% | Q3 2016 | Q3 2018 | 6 |
Edge Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Gunderson Capital Management Inc. | 3 | 2 | 0.61% | 4.00% | 7.10% | Q1 2019 | Q2 2020 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BW Gestao de Investimentos Ltda. | 4 | 1 | 0.12% | 0.35% | 0.59% | Q3 2019 | Q4 2021 | 5 |
INVERNESS COUNSEL LLC /NY/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Corbenic Partners LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
ASHMORE WEALTH MANAGEMENT LLC | 5 | 5 | 0.86% | 1.31% | 1.74% | Q3 2018 | Q3 2019 | 5 |
Capital Markets Trading UK LLP | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 5 |
Alpha Family Trust | 5 | 5 | 1.17% | 1.53% | 1.74% | Q4 2020 | Q4 2021 | 5 |
Cinctive Capital Management LP | 2 | 1 | 0.04% | 0.15% | 0.38% | Q3 2020 | Q3 2023 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2017 | 5 |
Advocacy Wealth Management Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
FAIRFIELD, BUSH & CO. | 4 | 1 | 0.03% | 0.28% | 0.58% | Q2 2022 | Q3 2023 | 5 |
IPG Investment Advisors LLC | 2 | 1 | 0.05% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 5 |
Meridian Wealth Partners, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 5 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
MARK ASSET MANAGEMENT LP | 3 | 2 | 0.25% | 0.68% | 1.47% | Q2 2020 | Q3 2021 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 5 |
Cumberland Partners Ltd | 4 | 1 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q1 2022 | 5 |
Egerton Capital (UK) LLP | 5 | 5 | 0.62% | 1.58% | 2.69% | Q4 2020 | Q4 2021 | 5 |
AMICA PENSION FUND BOARD OF TRUSTEES | 5 | 5 | 0.05% | 0.12% | 0.20% | Q1 2016 | Q1 2017 | 5 |
Blume Capital Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SCHWARTZ INVESTMENT COUNSEL INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TenCore Partners, LP | 5 | 5 | 1.12% | 2.24% | 3.50% | Q3 2021 | Q3 2022 | 5 |
OSSIAM | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.11% | 0.22% | 0.32% | Q2 2019 | Q4 2020 | 5 |
Robertson Stephens Wealth Management, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 5 |
G2 Investment Partners Management LLC | 2 | 1 | 0.19% | 0.42% | 0.67% | Q2 2015 | Q2 2017 | 5 |
Arabesque Asset Management Ltd | 3 | 1 | 0.57% | 0.96% | 1.58% | Q2 2019 | Q1 2022 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.02% | 0.69% | 1.57% | Q3 2019 | Q3 2020 | 5 |
Apexium Financial, LP | 5 | 5 | 0.09% | 0.12% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Amica Retiree Medical Trust | 5 | 5 | 0.05% | 0.12% | 0.20% | Q1 2016 | Q1 2017 | 5 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 2 | 0.09% | 0.18% | 0.26% | Q2 2019 | Q3 2021 | 5 |
Select Asset Management & Trust | 5 | 5 | 0.15% | 0.17% | 0.20% | Q4 2020 | Q4 2021 | 5 |
AMICA MUTUAL INSURANCE CO | 5 | 5 | 0.05% | 0.12% | 0.20% | Q1 2016 | Q1 2017 | 5 |
Legacy Advisors, LLC | 5 | 5 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q4 2021 | 5 |
COMMONWEALTH BANK OF AUSTRALIA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
GAGNON SECURITIES LLC | 5 | 5 | 0.05% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
EAGLE GLOBAL ADVISORS LLC | 5 | 5 | 0.04% | 0.07% | 0.08% | Q1 2021 | Q1 2022 | 5 |
1834 INVESTMENT ADVISORS CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
GREENLEAF TRUST | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 5 |
WESTWOOD HOLDINGS GROUP INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 5 |
CADENCE CAPITAL MANAGEMENT LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q2 2017 | 5 |
REGENTATLANTIC CAPITAL LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Once Capital Management, LLC | 5 | 5 | 0.86% | 1.71% | 2.50% | Q1 2022 | Q1 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 1.05% | 1.79% | 3.29% | Q4 2021 | Q4 2022 | 5 |
WBH ADVISORY INC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q2 2021 | 5 |
PINNACLE ASSOCIATES LTD | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Shannon River Fund Management LLC | 5 | 5 | 0.55% | 0.96% | 1.87% | Q4 2015 | Q4 2016 | 5 |
Laffer Tengler Investments, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
BFSG, LLC | 3 | 2 | 0.11% | 0.13% | 0.13% | Q2 2017 | Q1 2021 | 5 |
Stratos Wealth Advisors, LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 5 |
Douglass Winthrop Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Terra Nova Asset Management LLC | 5 | 5 | 1.33% | 1.57% | 1.78% | Q4 2020 | Q4 2021 | 5 |
Maple Capital Management, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Avalon Global Asset Management LLC | 2 | 1 | 0.68% | 1.24% | 2.16% | Q1 2020 | Q1 2022 | 5 |
FIRST FINANCIAL CORP /IN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Burgundy Asset Management Ltd. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Altshuler Shaham Ltd | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 5 |
MUFG SECURITIES (CANADA), LTD. | 5 | 5 | 3.32% | 4.89% | 9.23% | Q4 2020 | Q4 2021 | 5 |
BBR PARTNERS, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 5 |
IFG Advisory, LLC | 5 | 5 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q4 2021 | 5 |
Honeycomb Asset Management LP | 1 | 1 | 0.64% | 1.48% | 2.20% | Q4 2017 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
FFT WEALTH MANAGEMENT LLC | 3 | 2 | 0.01% | 0.05% | 0.12% | Q2 2021 | Q3 2023 | 5 |
Tower View Wealth Management LLC | 2 | 1 | 0.00% | 0.46% | 1.02% | Q1 2020 | Q3 2023 | 5 |
Southland Equity Partners LLC | 5 | 5 | 0.12% | 0.15% | 0.18% | Q4 2020 | Q4 2021 | 5 |
Front Row Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
First Pacific Advisors, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.05% | 0.08% | 0.10% | Q4 2022 | Q4 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.28% | 0.33% | 0.37% | Q4 2022 | Q4 2023 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 5 |
UNIVERSITY OF NOTRE DAME DU LAC | 5 | 5 | 3.07% | 4.62% | 6.62% | Q3 2020 | Q3 2021 | 5 |
UNITED MARITIME CAPITAL LLC | 5 | 5 | 0.76% | 3.26% | 7.68% | Q3 2021 | Q3 2022 | 5 |
Almanack Investment Partners, LLC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
AMERICAN NATIONAL INSURANCE CO | 5 | 5 | 0.12% | 0.21% | 0.25% | Q1 2021 | Q1 2022 | 5 |
JT Stratford LLC | 5 | 5 | 0.28% | 0.41% | 0.52% | Q1 2021 | Q1 2022 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 3 | 1 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q4 2021 | 5 |
ICA Group Wealth Management, LLC | 4 | 1 | 0.08% | 0.13% | 0.19% | Q1 2022 | Q3 2023 | 5 |
Rafferty Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Brown Advisory Securities, LLC | 5 | 5 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q4 2021 | 5 |
D'Orazio & Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Clay Northam Wealth Management, LLC | 3 | 2 | 0.22% | 0.52% | 1.12% | Q4 2021 | Q3 2023 | 5 |
Sassicaia Capital Advisers LLC | 3 | 2 | 0.23% | 0.93% | 2.20% | Q1 2021 | Q1 2023 | 5 |
Lee Financial Co | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2021 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Pettinga Financial Advisors LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q4 2021 | 5 |
WBI INVESTMENTS, LLC | 5 | 5 | 0.48% | 0.59% | 0.63% | Q3 2020 | Q3 2021 | 5 |
EFG Asset Management (North America) Corp. | 3 | 2 | 0.10% | 0.66% | 1.52% | Q4 2021 | Q3 2023 | 5 |
HB Wealth Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q2 2023 | 5 |
Confluence Wealth Services, Inc. | 3 | 2 | 0.05% | 0.15% | 0.34% | Q1 2022 | Q3 2023 | 5 |
Harbor Spring Capital, LLC | 5 | 5 | 3.15% | 4.17% | 5.77% | Q4 2020 | Q4 2021 | 5 |
COLONY GROUP LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Intrinsic Value Partners, LLC | 5 | 5 | 0.72% | 1.09% | 1.45% | Q3 2022 | Q3 2023 | 5 |
Beaird Harris Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Financial Engines Advisors L.L.C. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 5 |
NISA INVESTMENT ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 5 |
Burns Matteson Capital Management, LLC | 5 | 5 | 0.21% | 0.25% | 0.27% | Q4 2020 | Q4 2021 | 5 |
DMC Group, LLC | 4 | 1 | 0.27% | 0.42% | 0.53% | Q4 2021 | Q3 2023 | 5 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.02% | 0.25% | 0.60% | Q3 2020 | Q3 2023 | 5 |
Pariax, LLC | 4 | 4 | 0.38% | 0.64% | 0.89% | Q1 2022 | Q4 2022 | 5 |
Franchise Capital Ltd | 5 | 5 | 4.85% | 7.71% | 10.32% | Q1 2021 | Q1 2022 | 5 |
RB Capital Management, LLC | 5 | 5 | 0.08% | 0.13% | 0.16% | Q1 2021 | Q1 2022 | 5 |
Capital Group Private Client Services, Inc. | 5 | 5 | 0.03% | 0.14% | 0.21% | Q3 2022 | Q3 2023 | 5 |
WEATHERLY ASSET MANAGEMENT L. P. | 5 | 5 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
All Terrain Financial Advisors, LLC | 3 | 1 | 0.06% | 0.09% | 0.13% | Q3 2021 | Q2 2023 | 5 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 5 |
EMC Capital Management | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Quinn Opportunity Partners LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2017 | Q3 2018 | 5 |
Absoluto Partners Gestao de Recursos Ltda | 5 | 5 | 0.11% | 0.60% | 1.65% | Q4 2020 | Q4 2021 | 5 |
VOYA INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.27% | 0.53% | Q3 2022 | Q3 2023 | 5 |
WC Walker & Associates, Inc. | 5 | 5 | 0.14% | 0.26% | 0.32% | Q4 2020 | Q4 2021 | 5 |
COLLECTIVE FAMILY OFFICE LLC | 5 | 5 | 0.11% | 0.21% | 0.27% | Q4 2020 | Q4 2021 | 5 |
NewGen Asset Management Ltd | 2 | 1 | 0.82% | 2.07% | 3.88% | Q1 2022 | Q3 2023 | 5 |
Faithward Advisors, LLC | 4 | 1 | 0.04% | 0.99% | 1.44% | Q4 2021 | Q3 2023 | 5 |
Insight Advisors, LLC/ PA | 5 | 5 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q4 2021 | 5 |
Destiny Wealth Partners, LLC | 4 | 1 | 0.00% | 0.09% | 0.37% | Q4 2020 | Q4 2022 | 5 |
TPG Group Holdings (SBS) Advisors, Inc. | 5 | 5 | 0.05% | 0.06% | 0.06% | Q2 2017 | Q2 2018 | 5 |
Wealth Management Partners, LLC | 3 | 1 | 0.35% | 0.44% | 0.53% | Q4 2020 | Q3 2023 | 5 |
Optimus Prime Fund Management Co., Ltd. | 5 | 5 | 0.76% | 0.92% | 1.01% | Q3 2020 | Q3 2021 | 5 |
PATTON ALBERTSON MILLER GROUP, LLC | 4 | 1 | 0.02% | 0.11% | 0.17% | Q3 2018 | Q4 2020 | 5 |
Proem Advisors LLC | 4 | 1 | 2.06% | 6.31% | 15.14% | Q4 2020 | Q1 2022 | 5 |
Meristem Family Wealth, LLC | 4 | 1 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q1 2022 | 5 |
Route One Investment Company, L.P. | 5 | 5 | 3.61% | 4.51% | 5.37% | Q1 2021 | Q1 2022 | 5 |
Winslow Capital Management, LLC | 4 | 1 | 0.02% | 0.62% | 1.06% | Q3 2020 | Q4 2021 | 5 |
Cordatus Wealth Management LLC | 3 | 2 | 0.10% | 0.45% | 0.86% | Q3 2020 | Q4 2021 | 5 |
ETRADE Capital Management LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2020 | 5 |
American National Registered Investment Advisor, Inc. | 5 | 5 | 0.14% | 0.28% | 0.33% | Q1 2021 | Q1 2022 | 5 |
ARGI Investment Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Ten Capital Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 5 |
Southern Farm Bureau Life Insurance | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.11% | 0.24% | Q3 2020 | Q3 2023 | 5 |
Cornerstone Advisors, Inc. | 5 | 5 | 0.03% | 0.08% | 0.15% | Q2 2018 | Q2 2019 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.12% | 0.22% | 0.33% | Q1 2017 | Q2 2023 | 5 |
Capital CS Group, LLC | 2 | 1 | 0.05% | 0.53% | 1.98% | Q4 2020 | Q3 2023 | 5 |
Venturi Wealth Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Morse Asset Management, Inc | 4 | 1 | 0.09% | 0.50% | 0.80% | Q1 2021 | Q2 2023 | 5 |
IAM Advisory, LLC | 3 | 2 | 0.31% | 0.52% | 0.66% | Q4 2020 | Q1 2022 | 5 |
Waypoint Wealth Partners Inc. | 4 | 1 | 0.09% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 5 |
Lombard Odier Asset Management (Europe) Ltd | 4 | 1 | 0.02% | 0.13% | 0.52% | Q2 2019 | Q3 2020 | 5 |
BARR E S & CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.01% | 0.12% | 0.23% | Q2 2020 | Q2 2021 | 5 |
Visionary Wealth Advisors | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 5 |
VIVID FINANCIAL MANAGEMENT, INC. | 5 | 5 | 0.26% | 0.38% | 0.47% | Q4 2020 | Q4 2021 | 5 |
Aviance Capital Partners, LLC | 5 | 5 | 0.65% | 0.85% | 0.97% | Q4 2020 | Q4 2021 | 5 |
Stonebridge Financial Planning Group, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Braun-Bostich & Associates Inc. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 5 |
PARK CIRCLE Co | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
ARDSLEY ADVISORY PARTNERS LP | 3 | 1 | 0.03% | 0.08% | 0.16% | Q4 2015 | Q4 2022 | 5 |
Argent Trust Co | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.10% | 0.20% | Q2 2017 | Q3 2017 | 5 |
Summit Financial Strategies, Inc. | 4 | 1 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q4 2021 | 5 |
FIRST CITIZENS BANK & TRUST CO | 4 | 1 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 5 |
ALERUS FINANCIAL NA | 5 | 5 | 0.28% | 0.41% | 0.60% | Q3 2022 | Q3 2023 | 5 |
Elite Wealth Management, Inc. | 5 | 5 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q4 2021 | 5 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 5 |
Adero Partners, LLC | 5 | 5 | 0.03% | 0.09% | 0.15% | Q1 2021 | Q1 2022 | 5 |
Bay Rivers Group | 5 | 5 | 0.56% | 0.82% | 0.99% | Q1 2021 | Q1 2022 | 5 |
Professional Financial Advisors, LLC | 3 | 2 | 0.12% | 0.24% | 0.34% | Q2 2020 | Q4 2021 | 5 |
WINTON GROUP Ltd | 5 | 5 | 0.02% | 0.09% | 0.21% | Q3 2022 | Q3 2023 | 5 |
PDT Partners, LLC | 3 | 1 | 0.02% | 0.10% | 0.28% | Q2 2020 | Q1 2023 | 5 |
MOODY NATIONAL BANK TRUST DIVISION | 5 | 5 | 0.03% | 0.09% | 0.15% | Q1 2021 | Q1 2022 | 5 |
MCKINLEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.65% | 0.78% | 0.96% | Q4 2019 | Q4 2020 | 5 |
Trium Capital LLP | 4 | 4 | 0.04% | 0.59% | 0.92% | Q4 2022 | Q3 2023 | 4 |
HOWLAND CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Melqart Asset Management (UK) Ltd | 3 | 1 | 0.40% | 0.62% | 1.05% | Q3 2020 | Q4 2021 | 4 |
Matisse Capital | 4 | 4 | 0.25% | 0.45% | 0.62% | Q3 2021 | Q2 2022 | 4 |
Capital Bank & Trust Co | 3 | 1 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q1 2021 | 4 |
abrdn plc | 4 | 4 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q2 2022 | 4 |
Invictus RG | 1 | 1 | 0.26% | 1.53% | 3.40% | Q4 2015 | Q4 2020 | 4 |
One Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.06% | 0.08% | Q2 2021 | Q4 2022 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 4 |
First PREMIER Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
Gratus Capital, LLC | 4 | 4 | 1.08% | 1.28% | 1.44% | Q1 2021 | Q4 2021 | 4 |
Alight Capital Management LP | 1 | 1 | 0.44% | 1.06% | 1.45% | Q4 2018 | Q2 2023 | 4 |
EastBay Asset Management, LLC | 2 | 1 | 0.18% | 1.58% | 2.88% | Q3 2016 | Q4 2018 | 4 |
Cypress Capital, LLC | 4 | 4 | 0.04% | 0.12% | 0.17% | Q3 2021 | Q2 2022 | 4 |
Independence Bank of Kentucky | 4 | 4 | 0.02% | 0.02% | 0.05% | Q4 2020 | Q3 2021 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 4 |
Solstein Capital, LLC | 2 | 2 | 0.01% | 0.22% | 0.44% | Q2 2020 | Q3 2023 | 4 |
First Personal Financial Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Maven Securities LTD | 2 | 1 | 0.00% | 0.11% | 0.27% | Q1 2017 | Q3 2023 | 4 |
NICOLA WEALTH MANAGEMENT LTD. | 4 | 4 | 0.10% | 0.14% | 0.21% | Q1 2022 | Q4 2022 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Karp Capital Management Corp | 4 | 4 | 0.05% | 0.09% | 0.12% | Q1 2021 | Q4 2021 | 4 |
Avondale Wealth Management | 4 | 4 | 0.09% | 0.10% | 0.13% | Q3 2020 | Q2 2021 | 4 |
Strid Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q4 2021 | 4 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.03% | 0.10% | 0.18% | Q4 2018 | Q1 2022 | 4 |
FORA Capital, LLC | 2 | 2 | 0.10% | 0.51% | 1.27% | Q1 2020 | Q2 2021 | 4 |
Darsana Capital Partners LP | 4 | 4 | 3.56% | 7.27% | 10.05% | Q1 2021 | Q4 2021 | 4 |
D1 Capital Partners L.P. | 4 | 4 | 1.01% | 1.53% | 2.50% | Q1 2021 | Q4 2021 | 4 |
Syntal Capital Partners, LLC | 2 | 2 | 0.14% | 0.55% | 0.70% | Q2 2017 | Q3 2020 | 4 |
National Pension Service | 4 | 4 | 0.19% | 0.21% | 0.27% | Q2 2019 | Q1 2020 | 4 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.47% | 1.20% | 2.74% | Q2 2016 | Q1 2021 | 4 |
Chapman Investment Management, LLC | 4 | 4 | 0.18% | 0.20% | 0.23% | Q1 2021 | Q4 2021 | 4 |
Anfield Capital Management, LLC | 4 | 4 | 0.12% | 0.21% | 0.30% | Q1 2020 | Q4 2020 | 4 |
Granite Point Capital Management, L.P. | 4 | 4 | 0.06% | 0.12% | 0.20% | Q1 2022 | Q4 2022 | 4 |
Capstone Financial Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
VERNIER CAPITAL PARTNERS, LP | 4 | 4 | 1.86% | 2.46% | 3.56% | Q2 2018 | Q1 2019 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Clarity Wealth Advisors, LLC | 3 | 1 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 4 |
NORTH STAR ASSET MANAGEMENT INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 1 | 0.36% | 0.42% | 0.48% | Q2 2020 | Q4 2021 | 4 |
GYL FINANCIAL SYNERGIES, LLC | 4 | 4 | 0.06% | 0.11% | 0.14% | Q1 2021 | Q4 2021 | 4 |
Bay Harbor Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 4 |
BlueMar Capital Management, LLC | 3 | 1 | 0.50% | 1.20% | 1.60% | Q3 2020 | Q3 2023 | 4 |
Spouting Rock Asset Management, LLC | 3 | 1 | 0.08% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 4 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2021 | 4 |
Rikoon Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q1 2021 | 4 |
LVW Advisors, LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.05% | 0.14% | Q1 2019 | Q1 2020 | 4 |
Zhang Financial LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 4 |
Tsai Capital Corp | 4 | 4 | 1.95% | 2.86% | 3.96% | Q1 2022 | Q4 2022 | 4 |
HAMILTON LANE ADVISORS LLC | 3 | 1 | 0.30% | 0.74% | 1.36% | Q4 2015 | Q4 2016 | 4 |
Clear Creek Financial Management, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 4 |
NexWave Capital Partners LLC | 4 | 4 | 0.36% | 0.51% | 0.82% | Q2 2020 | Q1 2021 | 4 |
DELTA FINANCIAL ADVISORS LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q1 2021 | Q4 2021 | 4 |
FNY Partners Fund LP | 4 | 4 | 0.01% | 0.11% | 0.20% | Q1 2017 | Q4 2017 | 4 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.37% | 0.40% | 0.43% | Q2 2020 | Q4 2021 | 4 |
Detalus Advisors, LLC | 3 | 1 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q2 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
HoyleCohen, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Capula Management Ltd | 2 | 2 | 0.00% | 0.77% | 3.07% | Q1 2021 | Q2 2021 | 4 |
Symphony Financial, Ltd. Co. | 4 | 4 | 0.08% | 0.11% | 0.13% | Q1 2021 | Q4 2021 | 4 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 4 |
Monaco Asset Management SAM | 4 | 4 | 1.96% | 4.29% | 7.34% | Q4 2019 | Q3 2020 | 4 |
GREATMARK INVESTMENT PARTNERS, INC. | 3 | 3 | 0.00% | 0.17% | 0.34% | Q1 2023 | Q3 2023 | 4 |
Deer VII & Co. Ltd. | 4 | 4 | 70.70% | 72.61% | 75.22% | Q4 2015 | Q3 2016 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 4.89% | 6.11% | 7.47% | Q4 2019 | Q3 2020 | 4 |
ING GROEP NV | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 4 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 4 |
Paul John Balson | 4 | 4 | 0.19% | 0.27% | 0.33% | Q1 2020 | Q4 2020 | 4 |
StrongBox Wealth, LLC | 4 | 4 | 0.16% | 0.18% | 0.21% | Q4 2020 | Q3 2021 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
SevenOneSeven Capital Management | 4 | 4 | 0.59% | 0.98% | 1.20% | Q4 2022 | Q3 2023 | 4 |
Bordeaux Wealth Advisors LLC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Edgestream Partners, L.P. | 3 | 1 | 0.03% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Linden Rose Investment LLC | 4 | 4 | 0.96% | 1.69% | 3.53% | Q4 2020 | Q3 2021 | 4 |
Murchinson Ltd. | 2 | 1 | 0.01% | 0.34% | 0.90% | Q2 2022 | Q2 2023 | 4 |
Alterity Financial Group, LLC | 3 | 1 | 0.54% | 0.82% | 1.44% | Q4 2021 | Q3 2023 | 4 |
Galvin, Gaustad & Stein, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
TCG Advisory Services, LLC | 3 | 1 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q4 2021 | 4 |
Rede Wealth, LLC | 4 | 4 | 0.11% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Hanlon Investment Management, Inc. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.32% | 0.51% | 0.70% | Q4 2020 | Q3 2023 | 4 |
Latitude Advisors, LLC | 3 | 1 | 0.18% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 4 |
Precision Wealth Strategies, LLC | 4 | 4 | 0.15% | 0.21% | 0.29% | Q3 2021 | Q2 2022 | 4 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 4 | 4 | 3.38% | 3.89% | 4.43% | Q4 2020 | Q3 2021 | 4 |
ADE, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Tacita Capital Inc | 2 | 2 | 0.32% | 0.38% | 0.44% | Q4 2020 | Q3 2023 | 4 |
TB Alternative Assets Ltd. | 4 | 4 | 0.24% | 1.38% | 2.16% | Q2 2022 | Q1 2023 | 4 |
Hoffman, Alan N Investment Management | 4 | 4 | 0.15% | 0.24% | 0.31% | Q1 2021 | Q4 2021 | 4 |
SOA Wealth Advisors, LLC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 3 | 1 | 0.03% | 0.29% | 0.52% | Q4 2020 | Q4 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
CEERA INVESTMENTS, LLC | 4 | 4 | 0.16% | 0.25% | 0.32% | Q4 2022 | Q3 2023 | 4 |
O'Neil Global Advisors, Inc. | 2 | 2 | 0.24% | 2.69% | 8.40% | Q1 2021 | Q3 2023 | 4 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q4 2022 | 4 |
HMI Capital Management, L.P. | 4 | 4 | 5.49% | 6.90% | 7.95% | Q1 2022 | Q4 2022 | 4 |
Fortress Wealth Group, LLC | 4 | 4 | 0.22% | 0.25% | 0.30% | Q2 2021 | Q1 2022 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 4 | 0.12% | 0.45% | 0.97% | Q3 2021 | Q2 2022 | 4 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2018 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
PFM Health Sciences, LP | 3 | 1 | 0.09% | 0.33% | 0.46% | Q1 2019 | Q3 2020 | 4 |
Octahedron Capital Management L.P. | 4 | 4 | 0.14% | 0.84% | 1.53% | Q4 2021 | Q3 2022 | 4 |
Polar Capital LLP | 2 | 1 | 0.01% | 0.17% | 0.37% | Q4 2016 | Q3 2020 | 4 |
Alan B Lancz & Associates, Inc. | 4 | 4 | 0.23% | 0.32% | 0.40% | Q4 2022 | Q3 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
White Knight Strategic Wealth Advisors, LLC | 2 | 2 | 0.26% | 0.34% | 0.50% | Q4 2021 | Q2 2023 | 4 |
China Universal Asset Management Co., Ltd. | 4 | 4 | 0.28% | 0.36% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Lisanti Capital Growth, LLC | 2 | 1 | 0.32% | 0.60% | 0.82% | Q2 2015 | Q3 2016 | 4 |
Newlands Management Operations LLC | 4 | 4 | 3.69% | 4.81% | 5.77% | Q4 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.10% | 0.14% | 0.22% | Q4 2022 | Q3 2023 | 4 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.06% | 0.08% | 0.08% | Q1 2022 | Q4 2023 | 4 |
Operose Advisors LLC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q4 2022 | 4 |
Robeco Institutional Asset Management B.V. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
COMMERCE BANK | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 4 | 4 | 0.38% | 0.92% | 1.54% | Q4 2016 | Q3 2017 | 4 |
Cladis Investment Advisory, LLC | 4 | 4 | 0.20% | 0.30% | 0.37% | Q1 2022 | Q4 2022 | 4 |
Hudson Bay Capital Management LP | 1 | 1 | 0.02% | 0.20% | 0.39% | Q4 2020 | Q3 2023 | 4 |
Wealthsimple Inc. | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Fortune 45 LLC | 3 | 1 | 0.25% | 0.44% | 0.84% | Q4 2021 | Q4 2022 | 4 |
Hexavest Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Redwood Financial Network Corp | 3 | 1 | 0.24% | 0.29% | 0.31% | Q1 2022 | Q3 2023 | 4 |
Storm King Capital Partners, LLC | 4 | 4 | 9.77% | 13.38% | 19.23% | Q1 2022 | Q4 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.03% | 0.09% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Ionic Capital Management LLC | 2 | 1 | 0.07% | 0.21% | 0.39% | Q2 2020 | Q1 2023 | 4 |
Coston, McIsaac & Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Dakota Community Bank & Trust NA | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ADVISOR PARTNERS II, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Gavilan Investment Partners LLC | 4 | 4 | 6.09% | 6.84% | 7.52% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.30% | 0.40% | 0.50% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.34% | 0.43% | 0.51% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.18% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.08% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 0.35% | 0.51% | 0.64% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.35% | 0.44% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
BRISTOL JOHN W & CO INC /NY/ | 4 | 4 | 0.00% | 0.41% | 0.64% | Q4 2017 | Q3 2018 | 4 |
FIDUCIARY TRUST CO | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q2 2021 | 4 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q2 2019 | 4 |
Yorktown Management & Research Co Inc | 4 | 4 | 0.18% | 0.20% | 0.22% | Q1 2021 | Q4 2021 | 4 |
RUSSELL FRANK CO/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 4 |
HANCOCK WHITNEY CORP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 4 |
CLOUGH CAPITAL PARTNERS L P | 2 | 1 | 0.96% | 1.16% | 1.48% | Q3 2018 | Q4 2021 | 4 |
Avalon Investment & Advisory | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.06% | 0.18% | 0.50% | Q4 2022 | Q3 2023 | 4 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 3 | 0.13% | 0.18% | 0.23% | Q3 2018 | Q1 2019 | 4 |
JONES FINANCIAL COMPANIES LLLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 4 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.07% | 0.21% | Q3 2022 | Q4 2022 | 4 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.06% | 0.10% | Q1 2017 | Q2 2019 | 4 |
TCW GROUP INC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.46% | 0.51% | 0.55% | Q4 2020 | Q3 2021 | 4 |
BAXTER BROS INC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q1 2021 | 4 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.00% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 4 |
Symmetry Investments LP | 2 | 1 | 0.57% | 0.82% | 1.09% | Q4 2020 | Q3 2021 | 4 |
Georgian Partners I GP Inc. | 4 | 4 | 100.00% | 100.00% | 100.00% | Q4 2015 | Q3 2016 | 4 |
OmniStar Financial Group, Inc. | 4 | 4 | 0.17% | 0.27% | 0.32% | Q1 2020 | Q4 2020 | 4 |
Blue Pool Management Ltd. | 4 | 4 | 0.27% | 0.39% | 0.44% | Q4 2017 | Q3 2018 | 4 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Black Swift Group, LLC | 3 | 1 | 0.04% | 0.32% | 0.77% | Q4 2020 | Q3 2022 | 4 |
Lake Hills Wealth Management, LLC | 2 | 2 | 0.29% | 0.46% | 0.82% | Q4 2021 | Q3 2023 | 4 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 2 | 0.55% | 0.62% | 0.70% | Q1 2023 | Q2 2023 | 4 |
Leucadia National | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 3 |
True North Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Schubert & Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Alliance Wealth Advisors, LLC /UT | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 3.80% | 4.09% | 4.61% | Q4 2020 | Q2 2021 | 3 |
Ardmore Road Asset Management LP | 2 | 1 | 0.02% | 2.91% | 6.30% | Q4 2022 | Q3 2023 | 3 |
MBM Wealth Consultants, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
David J Yvars Group | 3 | 3 | 2.36% | 2.56% | 2.85% | Q1 2023 | Q3 2023 | 3 |
USCA RIA LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Utah Retirement Systems | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Folger Hill Asset Management LP | 2 | 1 | 0.20% | 0.28% | 0.37% | Q4 2015 | Q3 2016 | 3 |
Desjardins Global Asset Management Inc. | 2 | 1 | 0.05% | 0.17% | 0.36% | Q1 2022 | Q2 2023 | 3 |
ARMISTICE CAPITAL, LLC | 3 | 3 | 0.13% | 0.19% | 0.29% | Q2 2022 | Q4 2022 | 3 |
Leeward Financial Partners, LLC | 1 | 1 | 0.15% | 0.16% | 0.16% | Q1 2022 | Q3 2023 | 3 |
Zenyatta Capital Management LP | 1 | 1 | 0.30% | 0.56% | 0.90% | Q2 2022 | Q3 2023 | 3 |
Roberts Capital Advisors, LLC | 3 | 3 | 0.20% | 0.25% | 0.35% | Q1 2022 | Q3 2022 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.25% | 0.32% | 0.42% | Q2 2021 | Q4 2021 | 3 |
Level Financial Advisors | 3 | 3 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Geneva Partners, LLC | 1 | 1 | 0.39% | 1.21% | 2.36% | Q1 2019 | Q2 2023 | 3 |
Colonial Trust Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CHURCHILL MANAGEMENT Corp | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Quantinno Capital Management LP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CARRET ASSET MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
B. Riley Financial, Inc. | 2 | 1 | 0.09% | 0.11% | 0.13% | Q3 2017 | Q2 2018 | 3 |
Osborn Williams & Donohoe LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 3 |
SpiderRock Advisors, LLC | 2 | 2 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q2 2017 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Invst, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2021 | 3 |
Gateway Advisory, LLC | 3 | 3 | 0.05% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Freedom Day Solutions, LLC | 3 | 3 | 1.26% | 1.32% | 1.39% | Q2 2020 | Q4 2020 | 3 |
Spearhead Capital Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
CHATHAM CAPITAL GROUP, INC. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Seven Bridges Advisors LLC | 3 | 3 | 0.11% | 0.14% | 0.17% | Q2 2017 | Q4 2017 | 3 |
MONETTA FINANCIAL SERVICES INC | 2 | 1 | 0.74% | 0.84% | 0.91% | Q4 2021 | Q3 2023 | 3 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 3 | 3 | 0.05% | 0.28% | 0.50% | Q1 2022 | Q3 2022 | 3 |
Alcosta Capital Management, Inc. | 3 | 3 | 2.56% | 2.64% | 2.76% | Q2 2021 | Q4 2021 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.19% | 0.20% | 0.23% | Q4 2016 | Q2 2017 | 3 |
EAM Investors, LLC | 3 | 3 | 0.05% | 0.10% | 0.13% | Q4 2016 | Q2 2017 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
VIKING GLOBAL INVESTORS LP | 2 | 1 | 0.35% | 0.48% | 0.61% | Q1 2021 | Q1 2022 | 3 |
PERKINS CAPITAL MANAGEMENT INC | 3 | 3 | 0.25% | 0.28% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Evanson Asset Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
D.B. Root & Company, LLC | 2 | 1 | 0.09% | 0.17% | 0.23% | Q2 2020 | Q1 2021 | 3 |
Nellore Capital Management LLC | 3 | 3 | 0.51% | 0.68% | 0.92% | Q1 2022 | Q3 2022 | 3 |
WESBANCO BANK INC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 3 |
Homrich & Berg | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 3 |
ArrowMark Colorado Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q2 2020 | 3 |
CASTLEARK MANAGEMENT LLC | 3 | 3 | 0.40% | 0.42% | 0.44% | Q3 2016 | Q1 2017 | 3 |
TOWER BRIDGE ADVISORS | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 0.35% | 0.37% | 0.39% | Q3 2020 | Q1 2021 | 3 |
OneAscent Wealth Management LLC | 2 | 1 | 0.49% | 0.59% | 0.77% | Q4 2020 | Q3 2021 | 3 |
VISTA CAPITAL PARTNERS, INC. | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q4 2020 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.12% | 0.22% | 0.29% | Q4 2020 | Q1 2023 | 3 |
Central Asset Investments & Management Holdings (HK) Ltd | 2 | 1 | 0.39% | 0.72% | 1.01% | Q2 2020 | Q1 2021 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q1 2021 | 3 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.02% | 0.27% | 0.68% | Q2 2020 | Q4 2021 | 3 |
KEYSTONE WEALTH PARTNERS | 2 | 2 | 0.04% | 0.12% | 0.18% | Q4 2020 | Q1 2021 | 3 |
Johnson Financial Group, LLC | 3 | 3 | 0.03% | 0.35% | 0.64% | Q4 2021 | Q2 2022 | 3 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 2 | 1 | 0.10% | 0.16% | 0.25% | Q2 2020 | Q4 2021 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Saturna Capital CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
UBS OCONNOR LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q2 2019 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.11% | 0.32% | Q3 2021 | Q3 2021 | 3 |
Intellectus Partners, LLC | 3 | 3 | 0.20% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Knowledge Leaders Capital, LLC | 3 | 3 | 0.40% | 0.82% | 1.18% | Q3 2022 | Q1 2023 | 3 |
Fiduciary Trust Co International of Pennsylvania | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.00% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Teza Capital Management LLC | 2 | 1 | 0.08% | 0.13% | 0.20% | Q1 2018 | Q1 2019 | 3 |
Pacific Edge Advisors, LLC | 3 | 3 | 0.15% | 0.18% | 0.21% | Q1 2021 | Q3 2021 | 3 |
RELIANCE TRUST CO OF DELAWARE | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q1 2019 | 3 |
BANK OF HAWAII | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
MAKENA CAPITAL MANAGEMENT LLC | 3 | 3 | 0.86% | 1.49% | 2.22% | Q4 2021 | Q2 2022 | 3 |
Antonetti Capital Management LLC | 2 | 1 | 0.22% | 0.22% | 0.23% | Q2 2010 | Q4 2021 | 3 |
ALBION FINANCIAL GROUP /UT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 1.45% | 2.39% | Q1 2023 | Q3 2023 | 3 |
N.E.W. Advisory Services LLC | 3 | 3 | 0.12% | 0.27% | 0.43% | Q2 2020 | Q4 2020 | 3 |
GENERATION INVESTMENT MANAGEMENT LLP | 3 | 3 | 0.26% | 0.71% | 1.28% | Q1 2022 | Q3 2022 | 3 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.45% | 0.72% | Q3 2018 | Q3 2021 | 3 |
Austin Private Wealth, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Round Table Services, LLC | 3 | 3 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q3 2022 | 3 |
ORG Partners LLC | 3 | 3 | 0.13% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 |
JNBA Financial Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 1.89% | 2.14% | 2.40% | Q1 2023 | Q3 2023 | 3 |
Blueprint Investment Partners LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q1 2023 | 3 |
Frank, Rimerman Advisors LLC | 3 | 3 | 0.13% | 0.31% | 0.41% | Q3 2021 | Q1 2022 | 3 |
Quintet Private Bank (Europe) S.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q2 2023 | 3 |
Heritage Wealth Advisors | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.03% | 0.19% | 0.30% | Q4 2016 | Q3 2017 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
CTF Capital Management, LP | 3 | 3 | 1.91% | 2.68% | 3.24% | Q4 2022 | Q2 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Zurich Insurance Group Ltd/FI | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2019 | 3 |
Grandeur Peak Global Advisors, LLC | 3 | 3 | 0.60% | 0.85% | 1.11% | Q3 2018 | Q1 2019 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 1.27% | 1.41% | 1.57% | Q1 2023 | Q3 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.13% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Park Place Capital Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.00% | 0.10% | 0.15% | Q2 2020 | Q3 2020 | 3 |
Salvus Wealth Management, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q2 2021 | Q4 2021 | 3 |
ZWJ INVESTMENT COUNSEL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Elequin Capital, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
Timpani Capital Management LLC | 2 | 1 | 0.32% | 1.20% | 2.03% | Q2 2016 | Q1 2017 | 3 |
Jackson Wealth Management, LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q1 2022 | 3 |
Wellspring Financial Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
JAMES INVESTMENT RESEARCH INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Gainplan LLC | 1 | 1 | 0.29% | 0.33% | 0.39% | Q4 2020 | Q1 2022 | 3 |
MITCHELL CAPITAL MANAGEMENT CO | 3 | 3 | 0.11% | 0.13% | 0.18% | Q2 2021 | Q4 2021 | 3 |
Gray Wealth Management Inc. | 3 | 3 | 0.10% | 0.12% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
EverPoint Asset Management, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q2 2016 | Q4 2016 | 3 |
Semmax Financial Advisors Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
JFG Wealth Management, LLC | 3 | 3 | 0.37% | 0.43% | 0.53% | Q1 2021 | Q3 2021 | 3 |
Paradigm Financial Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
TEACHERS ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Maryland State Retirement & Pension System | 3 | 3 | 0.03% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Moisand Fitzgerald Tamayo, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
Perpetual Ltd | 3 | 3 | 0.09% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
AHL Partners LLP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
North Fourth Asset Management, LP | 1 | 1 | 0.00% | 0.32% | 0.62% | Q1 2018 | Q2 2023 | 3 |
COMPASS FINANCIAL ADVISORS LLC | 2 | 1 | 0.22% | 0.36% | 0.54% | Q4 2021 | Q1 2023 | 3 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.97% | 1.23% | 1.49% | Q3 2018 | Q2 2021 | 3 |
PACES FERRY WEALTH ADVISORS, LLC | 2 | 1 | 0.18% | 0.20% | 0.23% | Q1 2022 | Q2 2023 | 3 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 3 | 3 | 0.10% | 0.13% | 0.16% | Q2 2016 | Q4 2016 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
ICONIQ Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Parametrica Management Ltd | 2 | 1 | 0.27% | 0.55% | 1.06% | Q1 2021 | Q2 2022 | 3 |
Rinet Co LLC | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2021 | Q3 2021 | 3 |
Maytus Capital Management, LLC | 3 | 3 | 1.70% | 2.36% | 3.28% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Callahan Advisors, LLC | 3 | 3 | 0.04% | 0.06% | 0.06% | Q1 2017 | Q3 2017 | 3 |
FirstMark Capital I GP, LLC | 3 | 3 | 100.00% | 100.00% | 100.00% | Q4 2015 | Q2 2016 | 3 |
Stillwater Investment Management, L.P. | 3 | 3 | 0.53% | 0.77% | 0.98% | Q2 2016 | Q4 2016 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
LifeSteps Financial, Inc. | 2 | 1 | 0.17% | 0.23% | 0.28% | Q2 2020 | Q2 2021 | 3 |
LGT Fund Management Co Ltd. | 3 | 3 | 0.21% | 0.28% | 0.36% | Q4 2021 | Q2 2022 | 3 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.12% | 0.15% | Q4 2019 | Q4 2021 | 3 |
COMERICA SECURITIES INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Farmers & Merchants Trust Co of Long Beach | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Mass Ave Global Inc. | 3 | 3 | 0.92% | 2.84% | 6.25% | Q4 2021 | Q2 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Pitti Group Wealth Management, LLC | 2 | 1 | 0.28% | 0.80% | 1.38% | Q4 2021 | Q1 2023 | 3 |
Legacy Financial Advisors, Inc. | 3 | 3 | 0.06% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Cupps Capital Management, LLC | 1 | 1 | 0.01% | 0.15% | 0.43% | Q2 2015 | Q3 2016 | 3 |
BLODGETT WEALTH ADVISORS, LLC | 2 | 1 | 0.21% | 0.38% | 0.58% | Q4 2021 | Q2 2023 | 3 |
Espalier Global Management LLC | 3 | 3 | 0.19% | 0.79% | 1.60% | Q1 2016 | Q3 2016 | 3 |
EQUITEC PROPRIETARY MARKETS, LLC | 2 | 1 | 0.02% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 3 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
S&T BANK/PA | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
TCG Advisors, LP | 2 | 1 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q2 2020 | 3 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.15% | 0.28% | 0.49% | Q1 2017 | Q3 2023 | 3 |
HOLDERNESS INVESTMENTS CO | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Codex Capital, L.L.C. | 3 | 3 | 1.67% | 1.71% | 1.76% | Q2 2021 | Q4 2021 | 3 |
TIGER MANAGEMENT L.L.C. | 2 | 1 | 0.10% | 0.15% | 0.19% | Q3 2020 | Q1 2023 | 3 |
American Trust | 3 | 3 | 0.06% | 0.08% | 0.12% | Q1 2022 | Q3 2022 | 3 |
Insight Folios Inc | 2 | 2 | 0.12% | 0.15% | 0.18% | Q3 2021 | Q4 2021 | 2 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 2 |
OGBORNE CAPITAL MANAGEMENT, LLC | 2 | 2 | 3.64% | 6.88% | 10.11% | Q1 2021 | Q2 2021 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 2 | 0.15% | 0.21% | 0.27% | Q2 2020 | Q3 2020 | 2 |
SNS Financial Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
CALIBER WEALTH MANAGEMENT, LLC | 2 | 2 | 1.39% | 1.43% | 1.48% | Q2 2023 | Q3 2023 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2020 | Q4 2020 | 2 |
Sandhill Capital Partners LLC | 2 | 2 | 1.02% | 1.06% | 1.11% | Q4 2020 | Q1 2021 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Kiwi Wealth Investments Limited Partnership | 2 | 2 | 0.14% | 0.19% | 0.23% | Q2 2019 | Q3 2019 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q3 2022 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q4 2020 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Strategic Wealth Investment Group, LLC | 2 | 2 | 0.09% | 0.14% | 0.19% | Q4 2022 | Q1 2023 | 2 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.11% | 0.35% | 0.59% | Q4 2019 | Q2 2020 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Modera Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Mizuho Markets Cayman LP | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q1 2022 | 2 |
Menard Financial Group LLC | 2 | 2 | 0.56% | 0.60% | 0.64% | Q2 2023 | Q3 2023 | 2 |
INVESTMENT PARTNERS, LTD. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Hilton Capital Management, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2017 | Q3 2017 | 2 |
Soundwatch Capital LLC | 2 | 2 | 0.15% | 0.22% | 0.30% | Q4 2021 | Q1 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Nokomis Capital, L.L.C. | 2 | 2 | 0.32% | 1.80% | 3.28% | Q2 2018 | Q3 2018 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2019 | Q1 2020 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
Seven Springs Wealth Group, LLC | 2 | 2 | 0.16% | 0.21% | 0.26% | Q1 2021 | Q2 2021 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.15% | 0.23% | Q3 2019 | Q3 2020 | 2 |
Andar Capital Management HK Ltd | 2 | 2 | 3.97% | 5.81% | 7.66% | Q4 2022 | Q1 2023 | 2 |
Filbrandt Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
DOCKYARD CAPITAL MANAGEMENT LP | 2 | 2 | 4.31% | 5.28% | 6.26% | Q4 2021 | Q1 2022 | 2 |
Darwin Wealth Management, LLC | 2 | 2 | 0.61% | 0.77% | 0.93% | Q2 2020 | Q3 2020 | 2 |
Standard Family Office LLC | 2 | 2 | 0.09% | 0.20% | 0.32% | Q1 2021 | Q2 2021 | 2 |
Duquesne Family Office | 1 | 1 | 0.75% | 1.66% | 2.58% | Q3 2019 | Q3 2022 | 2 |
Crestline Management, LP | 1 | 1 | 0.12% | 0.17% | 0.21% | Q3 2018 | Q1 2022 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Melvin Capital Management LP | 1 | 1 | 0.09% | 0.46% | 0.84% | Q1 2017 | Q2 2021 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Paulson & Co. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2016 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Soros Fund Management | 1 | 1 | 0.00% | 0.05% | 0.10% | Q1 2017 | Q4 2018 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.14% | 0.40% | 0.66% | Q2 2023 | Q3 2023 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
CastleKnight Management LP | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
MARSHALL WACE ASIA Ltd | 2 | 2 | 0.28% | 0.46% | 0.63% | Q1 2018 | Q2 2018 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SkyTop Capital Management LLC | 1 | 1 | 2.98% | 3.16% | 3.33% | Q3 2017 | Q3 2018 | 2 |
BSW Wealth Partners | 2 | 2 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q2 2021 | 2 |
Odey Asset Management Group Ltd | 2 | 2 | 0.11% | 0.18% | 0.24% | Q1 2020 | Q2 2020 | 2 |
SENTINEL TRUST CO LBA | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
RAIFF PARTNERS INC | 2 | 2 | 0.06% | 0.16% | 0.26% | Q2 2016 | Q3 2016 | 2 |
WILLIAMS JONES & ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Newton One Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Johnson Midwest Financial, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Titus Wealth Management | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q4 2018 | 2 |
TOTAL INVESTMENT MANAGEMENT INC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q4 2021 | 2 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.16% | 0.20% | 0.25% | Q4 2020 | Q2 2021 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.20% | 0.43% | 0.66% | Q4 2015 | Q4 2020 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Highstreet Asset Management Inc. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Ithaka Group | 2 | 2 | 0.46% | 0.49% | 0.52% | Q1 2022 | Q2 2022 | 2 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 2 | 2 | 0.45% | 0.55% | 0.66% | Q2 2023 | Q3 2023 | 2 |
Lynwood Capital Management Inc. | 1 | 1 | 0.28% | 0.86% | 1.44% | Q1 2023 | Q3 2023 | 2 |
Nishkama Capital, LLC | 1 | 1 | 0.56% | 1.65% | 2.75% | Q2 2023 | Q2 2023 | 2 |
South Shore Capital Advisors | 2 | 2 | 0.20% | 0.31% | 0.42% | Q4 2020 | Q1 2021 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
EMFO, LLC | 1 | 1 | 0.00% | 0.07% | 0.14% | Q1 2022 | Q3 2023 | 2 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 1 | 1 | 0.12% | 0.14% | 0.15% | Q2 2020 | Q1 2021 | 2 |
TECTONIC ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
CABOT WEALTH MANAGEMENT INC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q4 2021 | 2 |
Advisory Services & Investments, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Newport Capital Group, LLC | 2 | 2 | 1.51% | 2.48% | 3.45% | Q1 2023 | Q2 2023 | 2 |
AnglePoint Asset Management Ltd | 2 | 2 | 4.15% | 10.51% | 16.86% | Q4 2021 | Q1 2022 | 2 |
Y.D. More Investments Ltd | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
CV Advisors LLC | 2 | 2 | 0.16% | 0.21% | 0.26% | Q4 2021 | Q1 2022 | 2 |
SWM Advisors | 2 | 2 | 0.24% | 0.31% | 0.37% | Q4 2021 | Q1 2022 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q3 2023 | Q3 2023 | 2 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2 | 2 | 0.36% | 0.50% | 0.65% | Q4 2021 | Q1 2022 | 2 |
Fosun International Ltd | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Quantitative Investment Management, LLC | 2 | 2 | 0.63% | 0.84% | 1.06% | Q2 2022 | Q3 2022 | 2 |
HST Ventures, LLC | 1 | 1 | 1.23% | 1.86% | 2.49% | Q3 2022 | Q3 2023 | 2 |
Essex LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
NORRIS PERNE & FRENCH LLP/MI | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2020 | 2 |
GAM Holding AG | 2 | 2 | 0.24% | 0.43% | 0.62% | Q1 2022 | Q2 2022 | 2 |
HighTower Trust Company, N.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
SURIENCE PRIVATE WEALTH LLC | 2 | 2 | 3.28% | 3.69% | 4.10% | Q2 2023 | Q3 2023 | 2 |
READYSTATE ASSET MANAGEMENT LP | 2 | 2 | 0.15% | 0.18% | 0.21% | Q4 2022 | Q1 2023 | 2 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
AMS Capital Ltda | 2 | 2 | 0.44% | 0.82% | 1.21% | Q3 2021 | Q4 2021 | 2 |
MILESTONE WEALTH, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
180 WEALTH ADVISORS, LLC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q3 2019 | Q4 2019 | 2 |
Pentwater Capital Management LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Steward Financial Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
MIG Capital, LLC | 2 | 2 | 0.96% | 1.21% | 1.47% | Q1 2022 | Q2 2022 | 2 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q2 2022 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
COMPASS CAPITAL MANAGEMENT, INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
H. L. Ormond & Company, LLC | 2 | 2 | 0.30% | 0.33% | 0.36% | Q4 2021 | Q1 2022 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 0.37% | 0.58% | 0.79% | Q4 2021 | Q1 2022 | 2 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.01% | 0.22% | 0.42% | Q1 2017 | Q1 2018 | 2 |
Ninepoint Partners LP | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.62% | 0.75% | 0.88% | Q2 2021 | Q3 2023 | 2 |
PURSUE WEALTH PARTNERS LLC | 2 | 2 | 0.32% | 0.40% | 0.48% | Q4 2021 | Q1 2022 | 2 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 2 | 2 | 0.12% | 0.21% | 0.29% | Q2 2019 | Q3 2019 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Landmark Financial Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.15% | Q2 2021 | Q4 2021 | 2 |
MOODY LYNN & LIEBERSON, LLC | 2 | 2 | 0.21% | 0.23% | 0.26% | Q2 2023 | Q3 2023 | 2 |
OAK HARBOR WEALTH PARTNERS, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q1 2022 | Q4 2022 | 2 |
Vienna Asset Management LLC | 2 | 2 | 0.57% | 1.35% | 2.12% | Q4 2021 | Q1 2022 | 2 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 0.99% | 1.62% | 2.26% | Q3 2019 | Q3 2020 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.41% | 0.42% | 0.42% | Q1 2023 | Q2 2023 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
BMS Financial Advisors, LLC | 2 | 2 | 0.20% | 0.34% | 0.48% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q1 2022 | 2 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q3 2020 | 2 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
GQG Partners LLC | 1 | 1 | 0.17% | 0.48% | 0.79% | Q2 2019 | Q3 2020 | 2 |
black-and-white Capital LP | 2 | 2 | 0.82% | 2.27% | 3.71% | Q3 2020 | Q4 2020 | 2 |
Prostatis Group LLC | 1 | 1 | 0.14% | 0.16% | 0.18% | Q2 2021 | Q1 2022 | 2 |
Pinz Capital Management, LP | 1 | 1 | 0.09% | 0.67% | 1.25% | Q3 2020 | Q1 2021 | 2 |
Centurion Wealth Management LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Harbor Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
BRIDGES INVESTMENT MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q2 2023 | 2 |
Left Brain Wealth Management, LLC | 2 | 2 | 0.61% | 0.67% | 0.72% | Q2 2023 | Q3 2023 | 2 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
SYSTM Wealth Solutions LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Phoenix Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 2 |
Brainard Capital Management LLC | 2 | 2 | 0.26% | 0.29% | 0.33% | Q4 2022 | Q1 2023 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 0.32% | 0.38% | 0.43% | Q2 2020 | Q3 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.13% | 0.26% | Q1 2021 | Q2 2021 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.19% | 0.22% | 0.24% | Q3 2017 | Q4 2017 | 2 |
Owen LaRue, LLC | 2 | 2 | 0.60% | 0.60% | 0.60% | Q4 2022 | Q1 2023 | 2 |
Tanglewood Legacy Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q1 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PETRA FINANCIAL ADVISORS INC | 2 | 2 | 0.75% | 0.84% | 0.94% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.21% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 |
National Wealth Management Group, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.36% | 0.38% | 0.40% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.24% | 0.27% | 0.31% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.32% | 4.59% | 8.86% | Q2 2019 | Q3 2020 | 2 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.25% | 0.48% | Q2 2016 | Q1 2021 | 2 |
Beutel, Goodman & Co Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
GOFEN & GLOSSBERG LLC /IL/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Maryland Capital Management | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
TOMPKINS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Private Capital Advisors, Inc. | 1 | 1 | 0.08% | 0.10% | 0.12% | Q3 2020 | Q2 2021 | 2 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.36% | 0.41% | 0.46% | Q2 2021 | Q4 2021 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2017 | Q2 2017 | 2 |
Kamunting Street Capital Management, L.P. | 2 | 2 | 0.64% | 1.83% | 3.02% | Q3 2020 | Q4 2020 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Luxor Capital Group, LP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.99% | 1.03% | 1.07% | Q3 2018 | Q2 2019 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Azora Capital LP | 2 | 2 | 1.72% | 1.96% | 2.19% | Q3 2022 | Q4 2022 | 2 |
Hills Bank & Trust Co | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Manning & Napier Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Anchorage Capital Group, L.L.C. | 2 | 2 | 0.72% | 0.86% | 1.00% | Q3 2020 | Q4 2020 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 2 |
Sender Co & Partners, Inc. | 1 | 1 | 0.98% | 1.98% | 2.98% | Q4 2021 | Q3 2023 | 2 |
SouthState Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FengHe Fund Management Pte. Ltd. | 2 | 2 | 2.54% | 3.23% | 3.92% | Q2 2021 | Q3 2021 | 2 |
STEADFAST CAPITAL MANAGEMENT LP | 2 | 2 | 0.20% | 0.31% | 0.42% | Q1 2017 | Q2 2017 | 2 |
FIRST UNITED BANK & TRUST | 2 | 2 | 0.11% | 0.13% | 0.16% | Q3 2021 | Q4 2021 | 2 |
MARATHON CAPITAL MANAGEMENT | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
ANGLEPOINT ASSET MANAGEMENT, LTD. | 2 | 2 | 7.52% | 7.86% | 8.19% | Q3 2020 | Q4 2020 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q2 2022 | 2 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 2 |
Pembroke Management, LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q2 2021 | 2 |
Wealthfront Advisers LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Michael & Susan Dell Foundation | 2 | 2 | 0.48% | 0.50% | 0.52% | Q2 2019 | Q3 2019 | 2 |
Point72 Hong Kong Ltd | 1 | 1 | 0.53% | 0.69% | 0.84% | Q3 2018 | Q2 2020 | 2 |
CHICAGO TRUST Co NA | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Bernardo Wealth Planning LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q3 2020 | Q4 2020 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q1 2021 | 2 |
Susquehanna International Group Ltd. | 2 | 2 | 0.22% | 0.53% | 0.84% | Q3 2021 | Q4 2021 | 2 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
NKCFO LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q3 2021 | 2 |
HGI Capital Management, LLC | 2 | 2 | 0.35% | 0.39% | 0.42% | Q4 2021 | Q1 2022 | 2 |
Coronation Fund Managers Ltd. | 2 | 2 | 0.01% | 0.09% | 0.17% | Q3 2022 | Q4 2022 | 2 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 2.81% | 2.90% | 2.98% | Q2 2017 | Q3 2017 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Fullerton Fund Management Co Ltd. | 2 | 2 | 1.18% | 1.31% | 1.44% | Q3 2020 | Q4 2020 | 2 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.17% | 0.21% | 0.25% | Q4 2022 | Q1 2023 | 2 |
Interval Partners, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 2 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q1 2018 | 2 |
Occidental Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 2 |
Center Lake Capital Management, LLC | 2 | 2 | 1.60% | 2.48% | 3.36% | Q3 2021 | Q4 2021 | 2 |
Greenwoods Asset Management Ltd | 2 | 2 | 0.24% | 0.27% | 0.30% | Q3 2020 | Q4 2020 | 2 |
CLEARBRIDGE, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
NICHOLS & PRATT ADVISERS LLP /MA | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Successful Portfolios LLC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q2 2021 | Q4 2021 | 2 |
Core Alternative Capital | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 2 |
BERYLSON CAPITAL PARTNERS, LLC | 2 | 2 | 1.47% | 1.64% | 1.82% | Q3 2020 | Q4 2020 | 2 |
WT Wealth Management | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2021 | Q4 2021 | 2 |
Ameritas Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.21% | 0.22% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Jeneq Management LP | 1 | 1 | 2.13% | 5.25% | 8.38% | Q1 2022 | Q4 2022 | 2 |
Woodline Partners LP | 1 | 1 | 0.15% | 0.28% | 0.42% | Q2 2020 | Q4 2021 | 2 |
DE BURLO GROUP INC | 2 | 2 | 0.70% | 0.90% | 1.10% | Q1 2018 | Q2 2018 | 2 |
Olympiad Research LP | 1 | 1 | 0.12% | 0.20% | 0.29% | Q3 2020 | Q2 2021 | 2 |
Aperture Investors, LLC | 1 | 1 | 0.12% | 0.35% | 0.58% | Q4 2020 | Q2 2023 | 2 |
Chimera Capital Management LLC | 1 | 1 | 0.16% | 0.21% | 0.26% | Q2 2022 | Q4 2022 | 2 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.15% | 0.30% | Q3 2020 | Q2 2021 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.07% | 0.14% | 0.22% | Q3 2022 | Q4 2022 | 2 |
Triton Wealth Management, PLLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2021 | Q3 2021 | 2 |
Lee Capital Holdings LLC | 2 | 2 | 0.20% | 0.41% | 0.62% | Q4 2020 | Q1 2021 | 2 |
SOROS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.71% | 0.76% | 0.81% | Q1 2021 | Q2 2021 | 2 |
Nebula Research & Development LLC | 2 | 2 | 0.19% | 0.35% | 0.51% | Q2 2023 | Q3 2023 | 2 |
Telos Capital Management, Inc. | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Berger Financial Group, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Atom Investors LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
Kinetic Partners Management, LP | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2023 | Q3 2023 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
SPRINGS CAPITAL (HONG KONG) Ltd | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2021 | Q4 2021 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Vantage Investment Partners, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2022 | Q1 2022 | 1 |
Vantage Financial Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
TBH Global Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Capasso Planning Partners LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
CXI Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
HARVEY CAPITAL MANAGEMENT INC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2020 | Q3 2020 | 1 |
Fort Sheridan Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
CLOVERFIELDS CAPITAL GROUP, LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2022 | Q2 2022 | 1 |
Atreides Management, LP | 1 | 1 | 3.20% | 3.20% | 3.20% | Q2 2022 | Q2 2022 | 1 |
Retirement Solution Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Sunflower Bank, N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Pictet North America Advisors SA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 1.92% | 1.92% | 1.92% | Q4 2020 | Q4 2020 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MAYPORT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2019 | Q3 2019 | 1 |
WealthStone, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
VY Capital Management Co. Ltd. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2015 | Q4 2015 | 1 |
Kingsbury Capital Investment Advisors LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Shepherd Financial Partners LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Crossvault Capital Management LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2020 | Q1 2020 | 1 |
Prudent Man Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Presidio Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Infini Capital Management Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
NovaPoint Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TRADITION ASSET MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2018 | Q4 2018 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2020 | Q4 2020 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Trivest Advisors Ltd | 1 | 1 | 5.78% | 5.78% | 5.78% | Q2 2021 | Q2 2021 | 1 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2015 | Q2 2015 | 1 |
SYQUANT CAPITAL SAS | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2020 | Q3 2020 | 1 |
Symmetry Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
WT Asset Management Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Mainsail Financial Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ratan Capital Management LP | 1 | 1 | 2.07% | 2.07% | 2.07% | Q3 2023 | Q3 2023 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AO Asset Management, LP | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2016 | Q4 2016 | 1 |
Fairbanks Capital Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Charles Schwab Trust Co | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Lyon Street Capital, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2021 | Q4 2021 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Breakwater Capital Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Cottage Street Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2018 | Q1 2018 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
TFB Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2017 | Q1 2017 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FISHMAN JAY A LTD/MI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Fairhaven Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
SoftBank Group | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2020 | Q2 2020 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Members Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
Consolidated Investment Group LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ratio Wealth Group | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Truxt Investmentos Ltda. | 1 | 1 | 1.43% | 1.43% | 1.43% | Q2 2022 | Q2 2022 | 1 |
Must Asset Management Inc. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2022 | Q1 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2020 | Q3 2020 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Third Point | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2021 | Q1 2021 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Abacus Wealth Partners, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
Capital Impact Advisors, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2020 | Q2 2020 | 1 |
Atalan Capital Partners, LP | 1 | 1 | 3.58% | 3.58% | 3.58% | Q2 2022 | Q2 2022 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Sciencast Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | 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 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Savoie Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
CLINTON GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BP PLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Geller Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MASSACHUSETTS INSTITUTE OF TECHNOLOGY | 1 | 1 | 10.34% | 10.34% | 10.34% | Q2 2020 | Q2 2020 | 1 |
Aspen Investment Management Inc | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
Passport Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Blue Zone Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Echo Street Capital Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Cypress Capital Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Appaloosa LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 3.51% | 3.51% | 3.51% | Q1 2020 | Q1 2020 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sylebra Capital Ltd | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2015 | Q4 2015 | 1 |
Anson Funds Management LP | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2018 | Q1 2018 | 1 |
Constitution Capital LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
MBL Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Corundum Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Simplify Asset Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BESSEMER SECURITIES LLC | 1 | 1 | 38.06% | 38.06% | 38.06% | Q4 2015 | Q4 2015 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
ArchPoint Investors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2016 | Q3 2016 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2021 | Q1 2021 | 1 |
PointState Capital LP | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2020 | Q4 2020 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CROSSLINK CAPITAL INC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2022 | Q1 2022 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q4 2019 | Q4 2019 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
XN Exponent Advisors LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2021 | Q1 2021 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Snowhook Capital Management LP | 1 | 1 | 7.06% | 7.06% | 7.06% | Q4 2021 | Q4 2021 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Collaborative Holdings Management LP | 1 | 1 | 8.24% | 8.24% | 8.24% | Q3 2022 | Q3 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
York Capital Management Global Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
Voleon Capital Management LP | 1 | 1 | 40.18% | 40.18% | 40.18% | Q2 2021 | Q2 2021 | 1 |
20/20 Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Elephas Investment Management Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2023 | Q3 2023 | 1 |
Ulysses Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Infini Master Fund | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Firsthand Capital Management, Inc. | 1 | 1 | 4.34% | 4.34% | 4.34% | Q2 2020 | Q2 2020 | 1 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Andesa Financial Management Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Alaethes Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Par Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Flight Deck Capital, LP | 1 | 1 | 3.68% | 3.68% | 3.68% | Q4 2021 | Q4 2021 | 1 |
LCM Capital Management Inc | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2020 | Q4 2020 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2020 | Q1 2020 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
Prentice Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
F3Logic, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
FRIESS ASSOCIATES LLC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q4 2020 | Q4 2020 | 1 |
New Vernon Capital Holdings II LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
IBERIABANK CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
LONG WALK MANAGEMENT LP | 1 | 1 | 11.60% | 11.60% | 11.60% | Q3 2023 | Q3 2023 | 1 |
GLG Partners LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Diametric Capital, LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2020 | Q4 2020 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Cooper Financial Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Garner Asset Management Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Hel Ved Capital Management Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2020 | Q3 2020 | 1 |
CenterBook Partners LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Seawolf Capital, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2016 | Q2 2016 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Archon Partners LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2020 | Q4 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Domani Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2020 | Q2 2020 | 1 |
APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2017 | Q3 2017 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MSD Partners, L.P. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2019 | Q2 2019 | 1 |
BREAKLINE CAPITAL LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2020 | Q2 2020 | 1 |
Builders Union Fund LP | 1 | 1 | 4.03% | 4.03% | 4.03% | Q1 2021 | Q1 2021 | 1 |
Eventide Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EMJ Capital Ltd. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2022 | Q2 2022 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
MARYLAND CAPITAL ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
tru Independence LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Close Asset Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Titan Capital Management, LLC /TX | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2020 | Q2 2020 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WESTERLY CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2023 | Q3 2023 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Newport Wealth Strategies, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
JAT Capital Mgmt LP | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2022 | Q4 2022 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Dash Acquisitions Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Numerai GP LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Global X Management CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PROFESSIONAL PLANNING | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2020 | Q2 2020 | 1 |
Busey Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MWA Asset Management | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
Park Capital Group, Inc. | 1 | 1 | 2.10% | 2.10% | 2.10% | Q4 2020 | Q4 2020 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Dragoneer Investment Group | 1 | 1 | 3.15% | 3.15% | 3.15% | Q4 2018 | Q4 2018 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Kolinsky Wealth Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 1.39% | 1.39% | 1.39% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HARBOURVEST PARTNERS LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2015 | Q4 2015 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
DWM Financial Group, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2020 | Q3 2020 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Inlet Private Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
qPULA Trading Management LP | 1 | 1 | 3.29% | 3.29% | 3.29% | Q3 2022 | Q3 2022 | 1 |
Optima Fund Management LLC | 1 | 1 | 2.05% | 2.05% | 2.05% | Q4 2018 | Q4 2018 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Poehling Capital Management, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Venator Capital Management Ltd. | 1 | 1 | 2.85% | 2.85% | 2.85% | Q4 2021 | Q4 2021 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Prudence Investment Management (Hong Kong) Ltd. | 1 | 1 | 5.51% | 5.51% | 5.51% | Q3 2022 | Q3 2022 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 3.33% | 3.33% | 3.33% | Q2 2020 | Q2 2020 | 1 |
Platform Technology Partners | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
CARDIFF PARK ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GUERRA PAN ADVISORS, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HHLR ADVISORS, LTD. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
FIRST GROWTH CAPITAL PARTNERS LO LP | 1 | 1 | 7.24% | 7.24% | 7.24% | Q4 2020 | Q4 2020 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Eschler Asset Management LLP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2023 | Q2 2023 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
Acorn Advisory Capital L.P. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2018 | Q3 2018 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Choate Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own SHOPIFY INC or have owned SHOPIFY INC in the past.