Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 124 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 122 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q3 2023 | 113 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 105 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 105 |
Parallax Volatility Advisers, L.P. | 32 | 4 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 97 |
Citadel Advisors | 29 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 96 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q3 2023 | 89 |
WOLVERINE TRADING, LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 80 |
JANE STREET GROUP, LLC | 37 | 1 | 0.00% | 0.01% | 0.17% | Q1 2014 | Q3 2023 | 76 |
Twin Tree Management, LP | 23 | 1 | 0.00% | 0.04% | 0.30% | Q4 2012 | Q3 2023 | 76 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 67 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 60 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q2 2018 | 56 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.09% | Q3 2018 | Q3 2023 | 54 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 54 |
D. E. Shaw & Co., Inc. | 20 | 2 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 54 |
MILLENNIUM MANAGEMENT LLC | 15 | 12 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 52 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.04% | 0.32% | Q4 2012 | Q3 2023 | 52 |
CAPITAL FUND MANAGEMENT S.A. | 9 | 1 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 49 |
DEUTSCHE BANK AG\ | 26 | 14 | 0.00% | 0.00% | 0.04% | Q3 2013 | Q3 2023 | 46 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 46 |
GLENMEDE TRUST CO NA | 42 | 1 | 0.00% | 0.02% | 0.13% | Q1 2007 | Q3 2023 | 46 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 44 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 44 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q1 2017 | 43 |
CWM, LLC | 20 | 8 | 0.00% | 0.01% | 0.08% | Q3 2016 | Q3 2023 | 43 |
Cubist Systematic Strategies, LLC | 20 | 16 | 0.00% | 0.02% | 0.13% | Q3 2014 | Q3 2023 | 43 |
Hanson & Doremus Investment Management | 42 | 42 | 0.27% | 0.51% | 0.68% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.00% | 1.26% | 2.08% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.21% | 0.35% | 0.47% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PRIMECAP MANAGEMENT CO/CA/ | 42 | 42 | 0.43% | 1.49% | 2.29% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Minneapolis Portfolio Management Group, LLC | 42 | 42 | 1.83% | 5.14% | 8.58% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 38 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q4 2022 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.08% | 0.18% | 0.29% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 41 | 41 | 0.17% | 0.78% | 1.38% | Q3 2013 | Q3 2023 | 41 |
FMR LLC | 35 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
HUNTINGTON NATIONAL BANK | 24 | 2 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 40 |
First Horizon Advisors, Inc. | 17 | 1 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
OPPENHEIMER & CO INC | 24 | 16 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 40 |
CKW FINANCIAL GROUP | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
TCI Wealth Advisors, Inc. | 40 | 40 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q1 2023 | 40 |
Janney Montgomery Scott LLC | 22 | 18 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 40 |
CREDIT SUISSE AG/ | 21 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 40 |
M&T BANK CORP | 35 | 5 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
INTRUST BANK NA | 39 | 39 | 0.08% | 0.17% | 0.40% | Q1 2014 | Q3 2023 | 39 |
DELTA CAPITAL MANAGEMENT LLC | 39 | 39 | 1.16% | 2.66% | 3.84% | Q1 2014 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.06% | 0.11% | 0.16% | Q1 2014 | Q3 2023 | 39 |
NATIXIS ADVISORS, L.P. | 39 | 39 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 39 |
Columbia Asset Management | 33 | 6 | 0.17% | 0.48% | 0.94% | Q4 2013 | Q3 2023 | 39 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 38 | 38 | 0.04% | 0.13% | 0.29% | Q2 2014 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 36 | 2 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 38 |
ClearBridge Investments | 37 | 37 | 0.00% | 0.04% | 0.14% | Q3 2014 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 22 | 3 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 37 |
LPL Financial LLC | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
North Star Investment Management Corp. | 20 | 17 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 37 |
HAP Trading, LLC | 8 | 1 | 0.00% | 0.09% | 0.64% | Q2 2013 | Q4 2022 | 37 |
FIFTH THIRD BANCORP | 23 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
LAZARD ASSET MANAGEMENT LLC | 36 | 36 | 0.00% | 0.06% | 0.16% | Q4 2014 | Q3 2023 | 36 |
Renaissance Technologies | 33 | 3 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q4 2022 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 36 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 29 | 1 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 36 |
Penbrook Management LLC | 24 | 12 | 0.33% | 1.06% | 1.79% | Q4 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 36 |
Baker Avenue Asset Management, LP | 31 | 4 | 0.01% | 0.51% | 1.19% | Q2 2014 | Q3 2023 | 35 |
TRUIST FINANCIAL CORP | 22 | 13 | 0.01% | 0.03% | 0.10% | Q1 2014 | Q3 2023 | 35 |
CABOT WEALTH MANAGEMENT INC | 35 | 35 | 0.68% | 2.10% | 2.78% | Q1 2015 | Q3 2023 | 35 |
HSBC HOLDINGS PLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q3 2023 | 35 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 24 | 2 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 35 |
HighTower Advisors, LLC | 26 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 35 |
American Trust Investment Advisors, LLC | 27 | 7 | 0.21% | 2.42% | 5.30% | Q1 2015 | Q3 2023 | 34 |
Mirae Asset Global Investments Co., Ltd. | 22 | 2 | 0.00% | 0.01% | 0.05% | Q1 2012 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.10% | 0.21% | Q2 2015 | Q3 2023 | 34 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 34 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 34 | 34 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2023 | 34 |
Advisors Asset Management, Inc. | 22 | 12 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 34 |
Advisory Services Network, LLC | 13 | 8 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 34 |
J.P. Morgan Private Wealth Advisors LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 34 |
Freedom Investment Management, Inc. | 30 | 3 | 0.02% | 0.25% | 0.63% | Q2 2015 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2021 | 33 |
ASSETMARK, INC | 17 | 16 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 33 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 31 | 2 | 0.16% | 0.33% | 0.48% | Q2 2015 | Q3 2023 | 33 |
Anchor Investment Management, LLC | 32 | 32 | 0.03% | 0.11% | 0.48% | Q1 2016 | Q4 2023 | 32 |
Avalon Investment & Advisory | 32 | 32 | 0.01% | 0.07% | 0.16% | Q2 2015 | Q1 2023 | 32 |
Checchi Capital Advisers, LLC | 31 | 1 | 0.02% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 32 |
1832 Asset Management L.P. | 26 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 27 | 1 | 0.03% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 32 |
FDx Advisors, Inc. | 22 | 9 | 0.01% | 0.06% | 0.17% | Q4 2014 | Q3 2023 | 31 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 31 |
HOWARD HUGHES MEDICAL INSTITUTE | 31 | 31 | 0.97% | 2.73% | 5.20% | Q2 2015 | Q4 2022 | 31 |
Allworth Financial LP | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
SCOTIA CAPITAL INC. | 22 | 8 | 0.00% | 0.05% | 0.10% | Q3 2014 | Q3 2023 | 30 |
Squarepoint Ops LLC | 8 | 2 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Johnson Financial Group, Inc. | 26 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 30 |
Thomas J. Herzfeld Advisors, Inc. | 30 | 30 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 30 |
PINNACLE ASSOCIATES LTD | 20 | 10 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 30 |
BlackRock Inc. | 28 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 30 |
AGF INVESTMENTS INC. | 29 | 29 | 0.01% | 0.37% | 1.26% | Q3 2015 | Q3 2022 | 29 |
Raymond James Financial Services Advisors, Inc. | 26 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 29 |
Pacer Advisors, Inc. | 12 | 1 | 0.00% | 0.11% | 0.72% | Q4 2013 | Q3 2023 | 29 |
Financial Management Professionals, Inc. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
MARIETTA INVESTMENT PARTNERS LLC | 24 | 5 | 0.22% | 0.56% | 2.04% | Q4 2014 | Q3 2023 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
BROWN ADVISORY INC | 22 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q1 2020 | 28 |
DELTA ASSET MANAGEMENT LLC/TN | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
NorthCoast Asset Management LLC | 21 | 2 | 0.08% | 0.63% | 3.00% | Q2 2013 | Q3 2021 | 28 |
Caprock Group, LLC | 26 | 1 | 0.10% | 0.17% | 0.26% | Q1 2016 | Q3 2023 | 27 |
SG Americas Securities, LLC | 13 | 1 | 0.00% | 0.01% | 0.09% | Q3 2013 | Q3 2023 | 27 |
Geneos Wealth Management Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Marketfield Asset Management LLC | 27 | 27 | 0.47% | 2.39% | 4.60% | Q3 2014 | Q1 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Freestone Capital Holdings, LLC | 27 | 27 | 0.01% | 0.11% | 0.49% | Q4 2015 | Q2 2022 | 27 |
SYNOVUS FINANCIAL CORP | 22 | 5 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q3 2023 | 27 |
GREENLEAF TRUST | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
FIRST TRUST ADVISORS LP | 23 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 27 |
CIBC WORLD MARKET INC. | 16 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q4 2021 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.08% | 0.15% | 0.24% | Q3 2016 | Q3 2023 | 26 |
CREDIT AGRICOLE S A | 22 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 26 |
STATE STREET CORP | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 26 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Aperio Group, LLC | 26 | 26 | 0.10% | 0.17% | 0.27% | Q3 2014 | Q4 2020 | 26 |
Cambridge Investment Research Advisors, Inc. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
CACTI ASSET MANAGEMENT LLC | 26 | 26 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2019 | 26 |
EAGLE ASSET MANAGEMENT INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
MCKINLEY CAPITAL MANAGEMENT LLC | 21 | 5 | 0.01% | 0.09% | 0.22% | Q1 2015 | Q2 2022 | 26 |
Ballentine Partners, LLC | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
TD ASSET MANAGEMENT INC | 23 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2022 | 25 |
Manchester Capital Management LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 25 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2015 | 25 |
Nuveen Asset Management, LLC | 10 | 5 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 25 |
BALDWIN BROTHERS LLC/MA | 25 | 25 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2023 | 25 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 15 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 25 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 24 | 1 | 0.01% | 0.05% | 0.07% | Q2 2016 | Q1 2023 | 25 |
Capital Research Global Investors | 25 | 25 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 25 |
FIRST MANHATTAN CO. LLC. | 14 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 25 |
GROUP ONE TRADING, L.P. | 10 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 24 |
Altshuler Shaham Ltd | 23 | 23 | 0.08% | 0.16% | 0.37% | Q1 2018 | Q3 2023 | 24 |
ADIRONDACK TRUST CO | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
JAMES INVESTMENT RESEARCH INC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2023 | 24 |
TORONTO DOMINION BANK | 22 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 24 |
HOWE & RUSLING INC | 14 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2022 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
WHITTIER TRUST CO OF NEVADA INC | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Dorsey & Whitney Trust CO LLC | 18 | 1 | 0.04% | 0.09% | 0.14% | Q2 2017 | Q3 2023 | 24 |
SCHARF INVESTMENTS, LLC | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.06% | 0.12% | 0.21% | Q4 2017 | Q3 2023 | 24 |
Cottage Street Advisors LLC | 22 | 2 | 0.00% | 1.38% | 2.18% | Q2 2017 | Q2 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 24 |
OPPENHEIMER ASSET MANAGEMENT INC. | 21 | 3 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 24 |
THORNBURG INVESTMENT MANAGEMENT INC | 13 | 1 | 0.00% | 0.18% | 0.37% | Q4 2014 | Q3 2023 | 24 |
BLAIR WILLIAM & CO/IL | 13 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
MEITAV INVESTMENT HOUSE LTD | 24 | 24 | 0.02% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 24 |
SIT INVESTMENT ASSOCIATES INC | 21 | 3 | 0.00% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 24 |
Atria Investments, Inc | 14 | 1 | 0.02% | 0.07% | 0.20% | Q1 2014 | Q3 2023 | 23 |
JOHNSON INVESTMENT COUNSEL INC | 22 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 23 |
SUNTRUST BANKS INC | 23 | 23 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2019 | 23 |
TOMPKINS FINANCIAL CORP | 15 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2023 | 23 |
TWO SIGMA ADVISERS, LP | 13 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q2 2020 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 23 |
FCA CORP /TX | 14 | 9 | 0.04% | 0.13% | 0.24% | Q4 2017 | Q3 2023 | 23 |
MUFG Americas Holdings Corp | 17 | 2 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2022 | 23 |
Point72 Asset Management, L.P. | 6 | 1 | 0.00% | 0.06% | 0.51% | Q3 2014 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.05% | 0.20% | 0.56% | Q1 2018 | Q3 2023 | 23 |
RENAISSANCE GROUP LLC | 23 | 23 | 0.16% | 0.48% | 0.76% | Q1 2018 | Q3 2023 | 23 |
ATWOOD & PALMER INC | 23 | 23 | 1.25% | 2.13% | 2.79% | Q1 2018 | Q3 2023 | 23 |
BB&T SECURITIES, LLC | 22 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2019 | 23 |
D.A. DAVIDSON & CO. | 19 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q1 2022 | 23 |
Valeo Financial Advisors, LLC | 19 | 4 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 23 |
Jefferies Group LLC | 10 | 1 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q4 2019 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
EAGLE GLOBAL ADVISORS LLC | 23 | 23 | 0.10% | 0.29% | 0.53% | Q1 2018 | Q3 2023 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 23 | 23 | 0.04% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 23 |
IMA Wealth, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ETF MANAGERS GROUP, LLC | 10 | 1 | 0.01% | 0.06% | 0.23% | Q1 2016 | Q1 2023 | 22 |
BAILARD, INC. | 22 | 22 | 0.11% | 0.20% | 0.29% | Q2 2018 | Q3 2023 | 22 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 1 | 0.02% | 1.97% | 3.31% | Q3 2013 | Q3 2023 | 22 |
Carroll Financial Associates, Inc. | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q4 2021 | 22 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
SouthState Corp | 22 | 22 | 0.21% | 1.09% | 1.56% | Q2 2018 | Q3 2023 | 22 |
COLONY GROUP LLC | 14 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 22 |
FEDERATED HERMES, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Aristotle Capital Management, LLC | 22 | 22 | 1.76% | 2.36% | 2.94% | Q2 2018 | Q3 2023 | 22 |
Neuberger Berman Group LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
MENORA MIVTACHIM HOLDINGS LTD. | 20 | 2 | 0.00% | 1.51% | 2.65% | Q2 2013 | Q3 2023 | 22 |
FIRST FOUNDATION ADVISORS | 22 | 22 | 0.02% | 0.67% | 1.33% | Q2 2018 | Q3 2023 | 22 |
LONDON CO OF VIRGINIA | 18 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
KCS Wealth Advisory | 18 | 4 | 0.15% | 0.21% | 0.31% | Q4 2017 | Q3 2023 | 22 |
Alkeon Capital Management | 11 | 3 | 0.01% | 0.26% | 1.42% | Q2 2013 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
AMERICAN NATIONAL INSURANCE CO | 21 | 21 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2018 | 21 |
Henry James International Management Inc. | 21 | 21 | 2.46% | 4.41% | 6.02% | Q3 2018 | Q3 2023 | 21 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 1 | 0.00% | 0.37% | 1.80% | Q1 2015 | Q4 2021 | 21 |
SECURITY NATIONAL TRUST CO | 16 | 5 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2018 | 21 |
FINANCIAL COUNSELORS INC | 13 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 21 |
CAMBIAR INVESTORS LLC | 9 | 6 | 0.02% | 1.30% | 2.84% | Q1 2014 | Q3 2023 | 21 |
Boston Partners | 14 | 7 | 0.00% | 0.19% | 0.42% | Q2 2018 | Q3 2023 | 21 |
Bray Capital Advisors | 21 | 21 | 0.19% | 0.36% | 0.52% | Q3 2018 | Q3 2023 | 21 |
BROWN BROTHERS HARRIMAN & CO | 19 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 21 |
WCM INVESTMENT MANAGEMENT, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 18 | 3 | 0.00% | 0.30% | 0.74% | Q3 2013 | Q2 2021 | 21 |
NewEdge Advisors, LLC | 18 | 1 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 21 |
OLD NATIONAL BANCORP /IN/ | 13 | 8 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 21 |
CIBC Private Wealth Group, LLC | 18 | 3 | 0.00% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 21 |
BBVA USA Bancshares, Inc. | 20 | 20 | 0.02% | 0.03% | 0.09% | Q1 2014 | Q4 2018 | 20 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 16 | 1 | 0.00% | 0.21% | 0.39% | Q2 2014 | Q3 2023 | 20 |
Strategic Global Advisors, LLC | 17 | 3 | 0.06% | 0.42% | 0.89% | Q1 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.01% | 0.23% | 0.57% | Q1 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 20 |
PIN OAK INVESTMENT ADVISORS INC | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 20 |
AE Wealth Management LLC | 18 | 2 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.14% | 0.37% | Q4 2017 | Q4 2022 | 20 |
LAKE STREET ADVISORS GROUP, LLC | 13 | 3 | 0.02% | 0.05% | 0.13% | Q1 2018 | Q3 2023 | 20 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2021 | 20 |
STEPHENS INC /AR/ | 14 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 20 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2023 | 20 |
BESSEMER GROUP INC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Quantitative Investment Management, LLC | 7 | 1 | 0.01% | 0.06% | 0.22% | Q1 2014 | Q3 2021 | 20 |
ETRADE Capital Management LLC | 16 | 4 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2020 | 20 |
WealthTrust-Arizona, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
Waldron Private Wealth LLC | 19 | 1 | 0.02% | 0.07% | 0.26% | Q1 2017 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.92% | 1.25% | 1.61% | Q4 2018 | Q3 2023 | 20 |
LEVIN CAPITAL STRATEGIES, L.P. | 14 | 1 | 0.00% | 0.30% | 0.90% | Q4 2014 | Q3 2023 | 20 |
BAMCO INC /NY/ | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2021 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Jaffetilchin Investment Partners, LLC | 14 | 1 | 0.02% | 0.10% | 0.19% | Q4 2014 | Q4 2021 | 20 |
First Eagle Investment Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
Zweig-DiMenna Associates LLC | 14 | 2 | 0.01% | 0.74% | 1.61% | Q2 2013 | Q4 2018 | 19 |
Martin Investment Management, LLC | 19 | 19 | 0.39% | 4.43% | 6.91% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q2 2022 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.17% | 0.24% | Q1 2019 | Q3 2023 | 19 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.02% | 0.13% | Q4 2015 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
BLUESTEIN R H & CO LLC | 16 | 3 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2022 | 19 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.04% | 0.13% | Q4 2013 | Q2 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Calamos Advisors LLC | 11 | 8 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2020 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.05% | 0.06% | Q1 2014 | Q3 2018 | 19 |
CIBC Asset Management Inc | 19 | 19 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Glassman Wealth Services | 16 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
NVWM, LLC | 13 | 6 | 0.00% | 0.25% | 1.17% | Q4 2017 | Q3 2023 | 19 |
Crewe Advisors LLC | 19 | 19 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 19 |
FULTON BANK, N.A. | 10 | 4 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 19 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2019 | 19 |
Dynamic Advisor Solutions LLC | 18 | 1 | 0.02% | 0.06% | 0.59% | Q3 2014 | Q3 2023 | 19 |
Harrington Investments, INC | 12 | 3 | 0.16% | 0.19% | 0.26% | Q1 2018 | Q3 2023 | 19 |
Inlet Private Wealth, LLC | 18 | 18 | 1.25% | 1.68% | 2.20% | Q2 2019 | Q3 2023 | 18 |
ADVISOR PARTNERS LLC | 18 | 18 | 0.03% | 0.11% | 0.17% | Q1 2018 | Q2 2022 | 18 |
Oasis Management Co Ltd. | 6 | 1 | 0.00% | 3.42% | 23.72% | Q2 2018 | Q3 2022 | 18 |
Corient Capital Partners, LLC | 18 | 18 | 0.05% | 0.13% | 0.29% | Q2 2018 | Q3 2022 | 18 |
AdvisorNet Financial, Inc | 16 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Pekin Hardy Strauss, Inc. | 18 | 18 | 0.22% | 1.38% | 2.15% | Q2 2019 | Q3 2023 | 18 |
Arden Trust Co | 18 | 18 | 0.03% | 0.09% | 0.23% | Q3 2019 | Q4 2023 | 18 |
REGENTATLANTIC CAPITAL LLC | 17 | 1 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2022 | 18 |
Hilltop Holdings Inc. | 10 | 3 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 18 |
RPG Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 18 |
Endurance Wealth Management, Inc. | 18 | 18 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q4 2020 | 18 |
DAVENPORT & Co LLC | 18 | 18 | 0.00% | 0.61% | 1.49% | Q2 2019 | Q3 2023 | 18 |
CapWealth Advisors, LLC | 18 | 18 | 0.85% | 1.10% | 1.38% | Q2 2019 | Q3 2023 | 18 |
Candriam S.C.A. | 10 | 3 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 18 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.45% | 1.92% | Q1 2015 | Q1 2023 | 18 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2023 | 18 |
Avior Wealth Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
GAM Holding AG | 10 | 8 | 0.00% | 0.08% | 0.24% | Q3 2013 | Q2 2022 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 18 |
CenterStar Asset Management, LLC | 4 | 2 | 0.00% | 0.26% | 0.95% | Q1 2018 | Q2 2022 | 18 |
PRICE T ROWE ASSOCIATES INC /MD/ | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
Cerity Partners LLC | 9 | 1 | 0.01% | 0.03% | 0.17% | Q1 2017 | Q3 2023 | 18 |
FRANKLIN RESOURCES INC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 17 | 1 | 0.00% | 0.16% | 0.22% | Q3 2017 | Q3 2023 | 18 |
VALLEY NATIONAL ADVISERS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 18 |
MGO ONE SEVEN LLC | 7 | 2 | 0.00% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 18 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 18 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q1 2022 | 18 |
Opes Wealth Management LLC | 18 | 18 | 0.11% | 0.18% | 0.24% | Q2 2019 | Q3 2023 | 18 |
HARBER ASSET MANAGEMENT LLC | 18 | 18 | 2.09% | 4.02% | 5.39% | Q2 2019 | Q3 2023 | 18 |
HBK INVESTMENTS L P | 10 | 1 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q1 2019 | 18 |
Prestige Wealth Management Group LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
S&CO INC | 17 | 17 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q3 2023 | 17 |
SVB WEALTH LLC | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Phoenix Holdings Ltd. | 17 | 17 | 0.03% | 0.71% | 1.56% | Q3 2019 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q2 2017 | 17 |
EATON VANCE MANAGEMENT | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
Connor, Clark & Lunn Investment Management Ltd. | 5 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q2 2023 | 17 |
SEARLE & CO. | 17 | 17 | 0.09% | 0.15% | 0.20% | Q3 2019 | Q3 2023 | 17 |
Arnhold LLC | 17 | 17 | 1.12% | 1.64% | 2.04% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES TRUST N.A. | 13 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 17 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
RHUMBLINE ADVISERS | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 17 |
Sandy Spring Bank | 15 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 17 |
MYDA Advisors LLC | 5 | 1 | 0.13% | 1.49% | 3.52% | Q4 2017 | Q1 2022 | 17 |
Private Advisor Group, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 17 |
Aspire Private Capital, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
Manning & Napier Group, LLC | 17 | 17 | 0.00% | 0.70% | 1.46% | Q3 2019 | Q3 2023 | 17 |
NINE MASTS CAPITAL Ltd | 11 | 1 | 0.00% | 2.92% | 9.11% | Q1 2015 | Q4 2019 | 17 |
Bayesian Capital Management, LP | 5 | 1 | 0.04% | 0.18% | 0.42% | Q1 2016 | Q2 2023 | 17 |
AVIANCE CAPITAL MANAGEMENT, LLC | 13 | 2 | 0.00% | 0.26% | 0.72% | Q2 2013 | Q1 2019 | 17 |
Apriem Advisors | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 17 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 17 | 17 | 0.38% | 0.47% | 0.62% | Q4 2017 | Q4 2021 | 17 |
BOWEN HANES & CO INC | 17 | 17 | 0.85% | 1.25% | 1.43% | Q3 2019 | Q3 2023 | 17 |
HBK Sorce Advisory LLC | 14 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 17 |
REGIONS FINANCIAL CORP | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2021 | 17 |
Gemmer Asset Management LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 17 |
SRS Capital Advisors, Inc. | 9 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 16 |
Foyston, Gordon, & Payne Inc | 16 | 16 | 0.10% | 0.87% | 1.29% | Q4 2019 | Q3 2023 | 16 |
First Allied Advisory Services, Inc. | 15 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2020 | 16 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 16 | 16 | 0.22% | 0.50% | 0.68% | Q1 2017 | Q4 2020 | 16 |
ABSHER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.08% | 0.19% | 0.30% | Q4 2019 | Q3 2023 | 16 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2022 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 16 |
Grassi Investment Management | 16 | 16 | 0.03% | 0.13% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Qtron Investments LLC | 16 | 16 | 0.10% | 0.24% | 0.44% | Q4 2019 | Q3 2023 | 16 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 5 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 16 |
Saturna Capital CORP | 16 | 16 | 0.03% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.15% | 0.43% | Q3 2015 | Q2 2023 | 16 |
CENTRAL TRUST Co | 10 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 16 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.28% | 1.67% | Q3 2013 | Q1 2021 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 14 | 2 | 0.04% | 0.12% | 0.25% | Q4 2018 | Q2 2023 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.06% | 0.14% | Q1 2015 | Q1 2023 | 16 |
JCIC Asset Management Inc. | 16 | 16 | 0.58% | 1.03% | 1.45% | Q4 2019 | Q3 2023 | 16 |
DOLIVER ADVISORS, LP | 15 | 1 | 0.08% | 0.34% | 0.50% | Q4 2019 | Q4 2023 | 16 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 13 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 16 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
Plante Moran Financial Advisors, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 16 |
TELEMUS CAPITAL, LLC | 16 | 16 | 0.02% | 0.10% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.04% | 0.08% | 0.17% | Q4 2019 | Q3 2023 | 16 |
UBS ASSET MANAGEMENT AMERICAS INC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2019 | 16 |
CAMG Solamere Management, LLC | 16 | 16 | 1.00% | 1.69% | 2.77% | Q4 2017 | Q3 2021 | 16 |
DELTEC ASSET MANAGEMENT LLC | 11 | 1 | 0.03% | 0.43% | 1.41% | Q3 2017 | Q3 2023 | 16 |
KEYBANK NATIONAL ASSOCIATION/OH | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 16 |
Ellevest, Inc. | 16 | 16 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
PARK AVENUE SECURITIES LLC | 14 | 2 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 16 |
Penserra Capital Management LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 15 |
Quinn Opportunity Partners LLC | 11 | 1 | 0.03% | 0.60% | 1.31% | Q4 2014 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q2 2019 | 15 |
Ethic Inc. | 15 | 15 | 0.18% | 0.29% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2020 | 15 |
LMR Partners LLP | 6 | 1 | 0.02% | 0.43% | 1.96% | Q2 2016 | Q3 2023 | 15 |
SAGE RHINO CAPITAL LLC | 14 | 1 | 0.09% | 0.12% | 0.15% | Q4 2019 | Q3 2023 | 15 |
Allianz Asset Management GmbH | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
MACQUARIE GROUP LTD | 14 | 1 | 0.00% | 0.06% | 0.09% | Q2 2016 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.04% | 0.12% | 0.25% | Q1 2020 | Q3 2023 | 15 |
BTC Capital Management, Inc. | 14 | 1 | 0.03% | 0.12% | 0.21% | Q4 2019 | Q3 2023 | 15 |
RITHOLTZ WEALTH MANAGEMENT | 15 | 15 | 0.05% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 15 |
People's United Financial, Inc. | 11 | 4 | 0.01% | 0.06% | 0.15% | Q1 2014 | Q1 2022 | 15 |
NEW YORK STATE COMMON RETIREMENT FUND | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Edge Wealth Management LLC | 15 | 15 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q1 2022 | 15 |
Lenox Wealth Advisors, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2020 | 15 |
Russell Investments Group, Ltd. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.02% | 0.04% | 0.08% | Q3 2011 | Q3 2015 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8 | 3 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 15 |
Clarius Group, LLC | 14 | 1 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 15 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.12% | Q1 2014 | Q2 2023 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 0.90% | 1.28% | 2.10% | Q2 2020 | Q3 2023 | 14 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 5 | 4 | 0.02% | 0.05% | 0.09% | Q4 2014 | Q1 2020 | 14 |
Cresset Asset Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 14 |
Allen Investment Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2019 | 14 |
Snowden Capital Advisors LLC | 8 | 3 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 14 |
Welch Group, LLC | 12 | 2 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 14 |
West Family Investments, Inc. | 6 | 4 | 0.01% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 14 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 14 | 14 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 14 |
Bartlett & Co. LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 14 |
Copeland Capital Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Wealth Alliance | 14 | 14 | 0.11% | 0.17% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Mondrian Investment Partners LTD | 14 | 14 | 0.80% | 1.24% | 1.63% | Q2 2020 | Q3 2023 | 14 |
TRUST CO OF VERMONT | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 14 |
INTEGRAL DERIVATIVES, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q4 2017 | 14 |
Global Retirement Partners, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 14 |
ALLIANCEBERNSTEIN L.P. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 14 |
Sumitomo Mitsui Trust Holdings, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Fiera Capital Corp | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.05% | 0.14% | Q2 2014 | Q3 2023 | 14 |
Cardinal Capital Management, Inc. | 8 | 6 | 0.54% | 1.29% | 1.56% | Q1 2020 | Q3 2023 | 14 |
Legacy Financial Advisors, Inc. | 6 | 4 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 14 |
FIDUCIARY MANAGEMENT INC /WI/ | 14 | 14 | 2.29% | 3.08% | 3.91% | Q2 2020 | Q3 2023 | 14 |
Virtu KCG Holdings LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2016 | 14 |
TODD ASSET MANAGEMENT LLC | 14 | 14 | 0.28% | 0.58% | 0.90% | Q2 2020 | Q3 2023 | 14 |
HANCOCK WHITNEY CORP | 13 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 14 |
Odey Asset Management Group Ltd | 12 | 2 | 0.64% | 2.49% | 5.39% | Q2 2019 | Q1 2023 | 14 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
OneDigital Investment Advisors LLC | 9 | 4 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2021 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Arlington Partners LLC | 5 | 2 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 13 |
MSI Financial Services Inc | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 13 |
LIBERTY WEALTH MANAGEMENT LLC | 13 | 13 | 0.01% | 0.07% | 0.10% | Q4 2018 | Q4 2021 | 13 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.04% | 0.13% | 0.66% | Q2 2013 | Q1 2020 | 13 |
TEACHERS ADVISORS, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q4 2017 | 13 |
GUGGENHEIM CAPITAL LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 13 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 5 | 1 | 0.29% | 0.74% | 1.32% | Q2 2013 | Q1 2020 | 13 |
GRATRY & Co LLC | 13 | 13 | 1.63% | 2.49% | 2.98% | Q1 2015 | Q1 2018 | 13 |
First Personal Financial Services | 7 | 6 | 0.00% | 0.27% | 0.55% | Q1 2018 | Q3 2023 | 13 |
BOKF, NA | 9 | 4 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 13 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 13 |
Pinnacle Wealth Planning Services, Inc. | 9 | 4 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 13 |
FIRST HAWAIIAN BANK | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 13 |
Clal Insurance Enterprises Holdings Ltd | 7 | 3 | 0.00% | 0.05% | 0.13% | Q3 2017 | Q3 2022 | 13 |
FNY Investment Advisers, LLC | 5 | 2 | 0.00% | 0.27% | 1.63% | Q2 2018 | Q3 2022 | 13 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.05% | 0.16% | Q4 2017 | Q2 2023 | 13 |
ASSET MANAGEMENT CORP /IL/ /ADV | 13 | 13 | 0.22% | 0.31% | 0.38% | Q4 2019 | Q4 2022 | 13 |
Bluefin Trading, LLC | 3 | 1 | 0.00% | 0.04% | 0.26% | Q2 2014 | Q1 2020 | 13 |
Kistler-Tiffany Companies, LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 13 |
Roble, Belko & Company, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Winslow, Evans & Crocker, Inc. | 13 | 13 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q4 2020 | 13 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 8 | 5 | 0.06% | 0.14% | 0.21% | Q2 2020 | Q3 2023 | 13 |
BRIGHTON JONES LLC | 7 | 2 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 13 |
SALEM INVESTMENT COUNSELORS INC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 13 |
MAI Capital Management | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Csenge Advisory Group | 8 | 1 | 0.02% | 0.05% | 0.10% | Q3 2018 | Q1 2023 | 13 |
Stratos Wealth Partners, LTD. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 12 |
ACADIAN ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 12 |
PERSONAL CFO SOLUTIONS, LLC | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Smithfield Trust Co | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.28% | 0.41% | 0.53% | Q4 2018 | Q3 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TOWNSQUARE CAPITAL LLC | 12 | 12 | 0.02% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.17% | 0.22% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Grove Bank & Trust | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 12 |
Brinker Capital Investments, LLC | 10 | 2 | 0.00% | 0.03% | 0.09% | Q1 2019 | Q4 2022 | 12 |
Community Bank, N.A. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 12 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 12 | 12 | 0.03% | 0.09% | 0.14% | Q3 2016 | Q2 2019 | 12 |
Knights of Columbus Asset Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
MISSION WEALTH MANAGEMENT, LP | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
THOMAS WHITE INTERNATIONAL LTD | 12 | 12 | 0.26% | 0.46% | 0.65% | Q1 2020 | Q4 2022 | 12 |
Madison Asset Management, LLC | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.05% | 0.12% | 0.20% | Q4 2019 | Q3 2022 | 12 |
BSW Wealth Partners | 12 | 12 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Dynamic Capital Management Ltd | 5 | 1 | 0.11% | 0.26% | 1.04% | Q3 2013 | Q4 2017 | 12 |
Zions Bancorporation | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2018 | 12 |
Knuff & Co LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 12 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Vestmark Advisory Solutions, Inc. | 12 | 12 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.07% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Humankind Investments LLC | 12 | 12 | 1.25% | 1.90% | 4.17% | Q4 2020 | Q3 2023 | 12 |
Itau Unibanco Holding S.A. | 12 | 12 | 0.01% | 0.02% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Narwhal Capital Management | 12 | 12 | 0.03% | 0.13% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.03% | 0.09% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Jolley Asset Management, LLC | 5 | 3 | 0.00% | 2.29% | 3.64% | Q4 2013 | Q1 2020 | 12 |
Nixon Capital, LLC | 12 | 12 | 6.06% | 8.20% | 10.23% | Q4 2020 | Q3 2023 | 12 |
MEEDER ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
WEIK CAPITAL MANAGEMENT | 12 | 12 | 0.11% | 0.18% | 0.22% | Q1 2020 | Q4 2022 | 12 |
Baird Financial Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 12 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 11 | 1 | 0.16% | 0.47% | 0.74% | Q3 2019 | Q3 2023 | 12 |
OneAscent Financial Services LLC | 6 | 1 | 0.05% | 0.41% | 1.86% | Q2 2019 | Q3 2023 | 12 |
Alberta Investment Management Corp | 10 | 2 | 0.02% | 0.11% | 0.23% | Q3 2019 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
EVERGREEN CAPITAL MANAGEMENT LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
TSFG, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
CONGRESS ASSET MANAGEMENT CO /MA | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Compagnie Lombard Odier SCmA | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2016 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.14% | 0.42% | Q4 2013 | Q4 2020 | 11 |
Seascape Capital Management | 11 | 11 | 0.30% | 1.16% | 1.88% | Q1 2021 | Q3 2023 | 11 |
Soroban Capital Partners LP | 5 | 4 | 0.02% | 1.39% | 3.01% | Q3 2018 | Q4 2020 | 11 |
Ellis Investment Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
Sutton Wealth Advisors Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.01% | 0.03% | 0.11% | Q4 2017 | Q2 2023 | 11 |
Mount Yale Investment Advisors, LLC | 5 | 3 | 0.01% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 11 |
Balentine LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 11 |
Sageworth Trust Co | 10 | 1 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q1 2023 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
D.B. Root & Company, LLC | 8 | 3 | 0.09% | 0.22% | 0.36% | Q3 2019 | Q3 2022 | 11 |
Keel Point, LLC | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
FineMark National Bank & Trust | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 11 |
FRANKLIN STREET ADVISORS INC /NC | 7 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.05% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Prospera Financial Services Inc | 8 | 1 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 11 |
Corbenic Partners LLC | 11 | 11 | 0.05% | 0.08% | 0.12% | Q4 2019 | Q2 2022 | 11 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.01% | 0.10% | 0.25% | Q4 2013 | Q3 2022 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 11 |
Loveless Wealth Management LLC | 11 | 11 | 0.19% | 0.39% | 0.49% | Q4 2019 | Q2 2022 | 11 |
Marshall Wace North America L.P. | 6 | 2 | 0.01% | 0.03% | 0.14% | Q4 2017 | Q1 2021 | 11 |
Lenox Wealth Management, Inc. | 11 | 11 | 0.00% | 0.40% | 0.49% | Q4 2017 | Q2 2020 | 11 |
THOMPSON DAVIS & CO., INC. | 11 | 11 | 0.01% | 0.03% | 0.09% | Q1 2015 | Q3 2017 | 11 |
SkyOak Wealth, LLC | 8 | 3 | 0.06% | 0.08% | 0.09% | Q3 2020 | Q3 2023 | 11 |
Private Ocean, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2018 | 11 |
Pinnacle Bancorp, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Beaumont Financial Partners, LLC | 11 | 11 | 0.40% | 1.01% | 1.36% | Q1 2020 | Q3 2022 | 11 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.06% | 0.16% | 0.41% | Q1 2015 | Q2 2023 | 11 |
Capital World Investors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
Sowell Financial Services LLC | 10 | 10 | 0.00% | 0.05% | 0.16% | Q3 2019 | Q4 2021 | 10 |
NewSquare Capital LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 10 |
PFS INVESTMENTS INC. | 10 | 10 | 0.02% | 0.06% | 0.13% | Q1 2021 | Q2 2023 | 10 |
Fisher Asset Management, LLC | 9 | 1 | 0.00% | 0.14% | 0.29% | Q3 2020 | Q3 2023 | 10 |
BRAVE ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2016 | 10 |
EASTERN BANK | 10 | 10 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2019 | 10 |
M.D. Sass, Inc. | 10 | 10 | 0.54% | 4.59% | 6.31% | Q3 2019 | Q4 2021 | 10 |
D'Orazio & Associates, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2021 | 10 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q2 2023 | 10 |
NFJ INVESTMENT GROUP, LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q2 2023 | 10 |
Chicago Capital, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
HighMark Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.04% | 0.18% | Q3 2013 | Q3 2020 | 10 |
BRINKER CAPITAL INC | 9 | 1 | 0.01% | 0.06% | 0.09% | Q2 2016 | Q2 2020 | 10 |
IFS Advisors, LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2023 | 10 |
ING GROEP NV | 10 | 10 | 0.00% | 0.00% | 0.03% | Q1 2013 | Q2 2015 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 10 |
Calamos Wealth Management LLC | 8 | 2 | 0.08% | 0.11% | 0.14% | Q1 2021 | Q3 2023 | 10 |
Maj Invest Holding A/S | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Mine & Arao Wealth Creation & Management, LLC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Cribstone Capital Management, LLC | 7 | 3 | 0.04% | 0.07% | 0.14% | Q2 2016 | Q1 2020 | 10 |
FORA Capital, LLC | 4 | 1 | 0.03% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Rock Point Advisors, LLC | 10 | 10 | 1.01% | 2.10% | 3.18% | Q2 2021 | Q3 2023 | 10 |
Banco Santander, S.A. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
OXFORD ASSET MANAGEMENT LLP | 5 | 1 | 0.01% | 0.11% | 0.40% | Q3 2013 | Q2 2018 | 10 |
VESTOR CAPITAL, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Invictus RG Pte. Ltd. | 10 | 10 | 0.03% | 0.10% | 0.22% | Q2 2013 | Q3 2015 | 10 |
Belpointe Asset Management LLC | 5 | 2 | 0.00% | 0.09% | 0.23% | Q3 2017 | Q1 2023 | 10 |
Americana Partners, LLC | 10 | 10 | 0.11% | 0.16% | 0.30% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Solstein Capital, LLC | 7 | 3 | 0.05% | 0.68% | 2.12% | Q2 2019 | Q3 2022 | 10 |
NAVELLIER & ASSOCIATES INC | 4 | 1 | 0.00% | 0.07% | 0.36% | Q2 2013 | Q1 2018 | 10 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.03% | 0.13% | Q2 2018 | Q1 2023 | 10 |
PRUDENTIAL FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
LINCOLN NATIONAL CORP | 6 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Renasant Bank | 10 | 10 | 0.16% | 0.19% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Prudent Man Advisors, LLC | 8 | 2 | 0.08% | 0.11% | 0.19% | Q2 2020 | Q2 2023 | 10 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.04% | 0.11% | Q3 2018 | Q2 2023 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q2 2022 | 10 |
TPG Group Holdings (SBS) Advisors, Inc. | 10 | 10 | 0.48% | 0.85% | 1.22% | Q2 2019 | Q3 2021 | 10 |
FAGAN ASSOCIATES, INC. | 10 | 10 | 0.23% | 0.73% | 1.33% | Q3 2016 | Q4 2018 | 10 |
PDS Planning, Inc | 6 | 4 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
GREENWOOD CAPITAL ASSOCIATES LLC | 6 | 4 | 0.52% | 1.31% | 1.96% | Q4 2017 | Q1 2021 | 10 |
EMFO, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Wilkinson Global Asset Management LLC | 6 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Capital Bank & Trust Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Integrated Advisors Network LLC | 5 | 4 | 0.01% | 0.03% | 0.11% | Q2 2021 | Q3 2023 | 9 |
Focused Wealth Management, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
HOLLENCREST CAPITAL MANAGEMENT | 5 | 4 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Gotham Asset Management, LLC | 7 | 2 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q2 2021 | 9 |
Calvert Investment Management, Inc. | 9 | 9 | 0.04% | 0.09% | 0.21% | Q2 2013 | Q2 2015 | 9 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Boston Common Asset Management, LLC | 9 | 9 | 0.07% | 0.14% | 0.23% | Q3 2021 | Q3 2023 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.08% | 0.24% | 0.59% | Q4 2016 | Q3 2023 | 9 |
JTC Employer Solutions Trustee Ltd | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
KANALY TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
DELTA FINANCIAL ADVISORS LLC | 9 | 9 | 0.12% | 0.16% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Alight Capital Management LP | 8 | 1 | 0.83% | 2.94% | 5.13% | Q4 2018 | Q1 2021 | 9 |
Taylor Hoffman Wealth Management | 8 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 9 |
Mariner, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Lumature Wealth Partners, LLC | 9 | 9 | 0.00% | 0.08% | 0.48% | Q4 2020 | Q4 2022 | 9 |
Addison Advisors LLC | 9 | 9 | 0.00% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 9 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 9 | 9 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q3 2021 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
WASHINGTON TRUST BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
Jackson Hole Capital Partners, LLC | 9 | 9 | 0.55% | 0.74% | 1.05% | Q3 2021 | Q3 2023 | 9 |
DIVIDEND ASSETS CAPITAL, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
CONNABLE OFFICE INC | 9 | 9 | 0.06% | 0.07% | 0.09% | Q1 2015 | Q1 2017 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.06% | 0.44% | Q3 2018 | Q3 2023 | 9 |
Tradewinds Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
Clearstead Advisors, LLC | 9 | 9 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Cedar Wealth Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
STRATEGY ASSET MANAGERS LLC | 9 | 9 | 1.00% | 1.50% | 2.02% | Q3 2020 | Q3 2022 | 9 |
BEACH INVESTMENT COUNSEL INC/PA | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q4 2023 | 9 |
Avestar Capital, LLC | 6 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 9 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 9 | 9 | 0.16% | 0.22% | 0.30% | Q3 2021 | Q3 2023 | 9 |
SPX Gestao de Recursos Ltda | 9 | 9 | 0.55% | 3.10% | 6.12% | Q1 2020 | Q1 2022 | 9 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Analyst IMS Investment Management Services Ltd. | 9 | 9 | 0.05% | 0.18% | 0.25% | Q4 2018 | Q4 2020 | 9 |
Alhambra Investment Management LLC | 9 | 9 | 0.46% | 0.56% | 0.61% | Q4 2019 | Q4 2021 | 9 |
Alexandria Capital, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Kore Private Wealth LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 9 |
Simplicity Solutions, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 9 |
Aperture Investors, LLC | 9 | 9 | 0.69% | 1.48% | 2.40% | Q3 2021 | Q3 2023 | 9 |
New England Research & Management, Inc. | 5 | 1 | 0.16% | 0.26% | 0.45% | Q3 2017 | Q3 2023 | 9 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2020 | 8 |
Conatus Capital Management LP | 3 | 2 | 0.20% | 0.82% | 1.30% | Q3 2015 | Q4 2017 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 1.09% | 1.29% | 1.52% | Q4 2021 | Q3 2023 | 8 |
Timber Creek Capital Management LLC | 8 | 8 | 0.72% | 0.87% | 1.20% | Q4 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
LATHROP INVESTMENT MANAGEMENT CORP | 8 | 8 | 1.84% | 2.22% | 2.71% | Q4 2021 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.21% | 0.32% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Ronit Capital LLP | 8 | 8 | 0.50% | 1.05% | 2.93% | Q4 2020 | Q3 2022 | 8 |
Neuburgh Advisers LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2018 | 8 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 3 | 1 | 0.03% | 0.15% | 0.19% | Q4 2016 | Q4 2018 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.01% | 0.06% | 0.26% | Q1 2017 | Q2 2022 | 8 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.09% | 0.34% | 0.71% | Q1 2011 | Q4 2019 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 8 |
FIRST NATIONAL TRUST CO | 8 | 8 | 0.03% | 0.10% | 0.17% | Q2 2014 | Q1 2016 | 8 |
Fusion Family Wealth LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
MAIRS & POWER INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Dorsey Wright & Associates | 3 | 2 | 0.05% | 0.51% | 1.12% | Q2 2015 | Q2 2021 | 8 |
RMR Wealth Builders | 3 | 1 | 0.03% | 0.07% | 0.15% | Q4 2019 | Q3 2023 | 8 |
Asset Planning Services, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.64% | 0.75% | 0.86% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Gould Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.07% | 0.13% | 0.25% | Q2 2013 | Q1 2015 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 7 | 1 | 0.01% | 0.10% | 0.66% | Q2 2019 | Q1 2022 | 8 |
BDO Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2023 | 8 |
Hexagon Capital Partners LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Capital Advisory Group Advisory Services, LLC | 8 | 8 | 0.09% | 0.12% | 0.24% | Q2 2020 | Q1 2022 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.04% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 3 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q3 2014 | 8 |
Charles Carroll Financial Partners, LLC | 8 | 8 | 0.77% | 1.86% | 3.79% | Q4 2021 | Q3 2023 | 8 |
Financial Enhancement Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Riverwater Partners LLC | 7 | 1 | 0.36% | 0.52% | 0.67% | Q4 2021 | Q4 2023 | 8 |
GFS Advisors, LLC | 7 | 1 | 0.00% | 0.16% | 0.25% | Q2 2013 | Q1 2016 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 8 |
FULTON BREAKEFIELD BROENNIMAN LLC | 8 | 8 | 0.70% | 1.00% | 1.17% | Q4 2020 | Q3 2022 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Five Oceans Advisors | 8 | 8 | 0.28% | 0.35% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 8 |
Parkside Financial Bank & Trust | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2023 | 8 |
MILES CAPITAL, INC. | 5 | 3 | 0.14% | 0.18% | 0.21% | Q4 2017 | Q4 2019 | 8 |
HANSEATIC MANAGEMENT SERVICES INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
Flinton Capital Management LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2016 | Q3 2018 | 8 |
BARING ASSET MANAGEMENT Ltd | 8 | 8 | 0.13% | 0.22% | 0.46% | Q2 2015 | Q1 2017 | 8 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
COOKSON PEIRCE & CO INC | 6 | 1 | 0.02% | 0.06% | 0.10% | Q2 2017 | Q4 2021 | 8 |
Cable Hill Partners, LLC | 4 | 4 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2022 | 8 |
Harvest Fund Management Co., Ltd | 8 | 8 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q2 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Clark Capital Management Group, Inc. | 5 | 3 | 0.25% | 0.46% | 0.68% | Q2 2020 | Q3 2023 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q3 2018 | 8 |
DMC Group, LLC | 8 | 8 | 0.25% | 0.36% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Westside Investment Management, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 7 |
EXANE DERIVATIVES | 6 | 1 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q2 2022 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.14% | 0.23% | 0.31% | Q1 2021 | Q4 2022 | 7 |
Perigon Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2020 | 7 |
1834 INVESTMENT ADVISORS CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
DekaBank Deutsche Girozentrale | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
EXENCIAL WEALTH ADVISORS, LLC | 7 | 7 | 0.03% | 0.06% | 0.07% | Q1 2021 | Q3 2022 | 7 |
Venturi Wealth Management, LLC | 5 | 1 | 0.00% | 0.10% | 0.15% | Q4 2015 | Q3 2023 | 7 |
Wealth Advisory Solutions, LLC | 7 | 7 | 0.00% | 1.32% | 2.06% | Q4 2019 | Q2 2021 | 7 |
Arkadios Wealth Advisors | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2022 | 7 |
West Oak Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 7 |
JANUS HENDERSON GROUP PLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 7 |
Portolan Capital Management | 7 | 7 | 0.40% | 0.74% | 1.06% | Q3 2021 | Q1 2023 | 7 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Quantamental Technologies LLC | 3 | 1 | 0.00% | 0.12% | 0.26% | Q1 2019 | Q2 2023 | 7 |
Glacier Peak Capital LLC | 4 | 1 | 0.24% | 1.11% | 3.52% | Q4 2013 | Q3 2019 | 7 |
Laurel Wealth Advisors, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.36% | 0.86% | 2.18% | Q4 2013 | Q2 2016 | 7 |
GODSEY & GIBB, INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Braun-Bostich & Associates Inc. | 7 | 7 | 0.09% | 0.11% | 0.14% | Q4 2017 | Q2 2019 | 7 |
CAPITAL ONE, NATIONAL ASSOCIATION | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q2 2016 | 7 |
Y-Intercept (Hong Kong) Ltd | 6 | 1 | 0.04% | 0.08% | 0.15% | Q1 2021 | Q2 2023 | 7 |
KILLEN GROUP INC | 7 | 7 | 1.52% | 1.95% | 2.27% | Q3 2014 | Q1 2016 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Optas, LLC | 4 | 1 | 0.06% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 7 |
Lowe Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2018 | Q3 2019 | 7 |
SEGALL BRYANT & HAMILL, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Euclid Advisors LLC | 7 | 7 | 0.08% | 1.70% | 5.85% | Q2 2015 | Q4 2016 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q1 2020 | 7 |
Markel Corporation | 7 | 7 | 0.02% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.16% | 0.26% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Kalos Management, Inc. | 6 | 1 | 0.00% | 0.15% | 0.23% | Q4 2015 | Q4 2020 | 7 |
Aaron Wealth Advisors LLC | 4 | 3 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 7 |
Polar Asset Management Partners Inc. | 7 | 7 | 0.14% | 0.34% | 0.65% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CNB Bank | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.01% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Covington Capital Management | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 7 |
Advisory Resource Group | 4 | 3 | 0.08% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 7 |
MITCHELL CAPITAL MANAGEMENT CO | 7 | 7 | 0.19% | 0.26% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Arlington Value Capital | 7 | 7 | 4.12% | 8.70% | 11.64% | Q2 2014 | Q4 2015 | 7 |
CHARTWELL INVESTMENT PARTNERS, LLC | 7 | 7 | 0.14% | 0.39% | 0.72% | Q2 2016 | Q4 2017 | 7 |
RICHELIEU GESTION SA | 7 | 7 | 0.10% | 0.20% | 0.28% | Q1 2022 | Q3 2023 | 7 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.01% | 0.08% | 0.17% | Q2 2019 | Q1 2022 | 6 |
IHT Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 6 |
Peregrine Asset Advisers, Inc. | 3 | 1 | 0.11% | 0.42% | 1.51% | Q3 2014 | Q1 2022 | 6 |
Desjardins Global Asset Management Inc. | 6 | 6 | 0.17% | 0.28% | 0.41% | Q1 2022 | Q2 2023 | 6 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.04% | 0.45% | 1.10% | Q4 2013 | Q4 2020 | 6 |
GENESEE VALLEY TRUST CO | 6 | 6 | 0.21% | 0.36% | 0.50% | Q1 2014 | Q2 2015 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
One Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2022 | 6 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 6 | 6 | 0.57% | 0.86% | 1.29% | Q2 2014 | Q3 2015 | 6 |
Trexquant Investment LP | 4 | 1 | 0.04% | 0.10% | 0.20% | Q2 2016 | Q2 2023 | 6 |
Bogart Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
STERNE AGEE GROUP, INC. | 6 | 6 | 0.12% | 0.40% | 0.66% | Q4 2013 | Q1 2015 | 6 |
Concord Wealth Partners | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Williams Jones Wealth Management, LLC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
York Capital Management Global Advisors, LLC | 4 | 2 | 0.08% | 0.74% | 2.30% | Q2 2013 | Q4 2015 | 6 |
PEDDOCK CAPITAL ADVISORS, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q4 2020 | 6 |
Onex Canada Asset Management Inc. | 6 | 6 | 0.90% | 2.32% | 3.71% | Q1 2018 | Q2 2019 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2018 | 6 |
First Command Financial Services, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
Rovida Advisors Inc. | 5 | 1 | 1.41% | 2.67% | 4.34% | Q1 2022 | Q3 2023 | 6 |
Financial Architects, Inc | 5 | 1 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q2 2020 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
FrontFour Capital Group LLC | 6 | 6 | 1.02% | 1.61% | 2.30% | Q2 2016 | Q3 2017 | 6 |
MAVERICK CAPITAL LTD | 4 | 1 | 0.04% | 0.07% | 0.09% | Q3 2017 | Q3 2019 | 6 |
Aquatic Capital Management LLC | 5 | 1 | 0.01% | 0.11% | 0.20% | Q1 2022 | Q3 2023 | 6 |
PITTENGER & ANDERSON INC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q4 2014 | Q1 2016 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.32% | 0.36% | 0.45% | Q2 2022 | Q3 2023 | 6 |
HIGHLAND CAPITAL MANAGEMENT LP | 6 | 6 | 0.81% | 1.32% | 1.52% | Q2 2013 | Q3 2014 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 1.33% | 1.56% | 1.75% | Q2 2021 | Q3 2022 | 6 |
Visium Asset Management, LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2015 | 6 |
Sterling Investment Advisors, Ltd. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 6 | 6 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q1 2019 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
NinePointTwo Capital LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Chesapeake Wealth Management | 6 | 6 | 0.22% | 0.27% | 0.30% | Q1 2021 | Q2 2022 | 6 |
Summit Trail Advisors, LLC | 4 | 2 | 0.01% | 0.05% | 0.25% | Q4 2017 | Q3 2023 | 6 |
IEQ CAPITAL, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Lion Street Advisors, LLC | 2 | 1 | 0.03% | 0.11% | 0.14% | Q1 2020 | Q2 2023 | 6 |
Independent Advisor Alliance | 3 | 3 | 0.03% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 6 |
Triasima Portfolio Management inc. | 6 | 6 | 0.06% | 0.14% | 0.17% | Q4 2020 | Q1 2022 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 6 |
First Command Bank | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2018 | 6 |
Realta Investment Advisors | 6 | 6 | 0.13% | 0.17% | 0.22% | Q1 2019 | Q2 2020 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
TEXAS CAPITAL BANCSHARES INC/TX | 6 | 6 | 0.14% | 0.18% | 0.24% | Q1 2014 | Q2 2015 | 6 |
Apex Capital Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2016 | 6 |
Intersect Capital LLC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Pallas Capital Advisors LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q4 2022 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
RUSSELL FRANK CO/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Gilman Hill Asset Management, LLC | 6 | 6 | 0.06% | 0.09% | 0.11% | Q1 2021 | Q2 2022 | 6 |
LEUTHOLD GROUP, LLC | 6 | 6 | 0.06% | 0.32% | 0.41% | Q3 2020 | Q4 2021 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Syverson Strege & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Theleme Partners LLP | 6 | 6 | 1.46% | 2.11% | 2.88% | Q1 2022 | Q2 2023 | 6 |
FIRST CITIZENS BANK & TRUST CO | 4 | 2 | 0.02% | 0.07% | 0.18% | Q4 2017 | Q2 2020 | 6 |
Granahan Investment Management | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q4 2017 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 6 |
Tradition Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
Mizuho Securities Co. Ltd. | 5 | 1 | 0.02% | 0.10% | 0.15% | Q2 2020 | Q2 2022 | 6 |
Lorber David A | 6 | 6 | 1.06% | 1.65% | 2.39% | Q2 2016 | Q3 2017 | 6 |
Semmax Financial Advisors Inc. | 5 | 5 | 0.01% | 0.05% | 0.13% | Q4 2018 | Q4 2019 | 5 |
DEERE & CO | 3 | 2 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2014 | 5 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 5 |
Force Hill Capital Management LP | 5 | 5 | 2.38% | 2.97% | 4.11% | Q2 2022 | Q2 2023 | 5 |
Wambolt & Associates, LLC | 5 | 5 | 0.22% | 0.29% | 0.33% | Q4 2021 | Q4 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.08% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Acrospire Investment Management LLC | 3 | 2 | 0.02% | 0.07% | 0.16% | Q1 2016 | Q2 2017 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.06% | 0.10% | 0.19% | Q2 2020 | Q3 2022 | 5 |
ASB Consultores, LLC | 5 | 5 | 0.10% | 0.13% | 0.15% | Q4 2021 | Q4 2022 | 5 |
Ninety One SA (PTY) Ltd | 4 | 1 | 0.09% | 0.15% | 0.27% | Q1 2022 | Q3 2023 | 5 |
CARLSON CAPITAL L P | 5 | 5 | 0.15% | 0.28% | 0.39% | Q2 2019 | Q2 2020 | 5 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DFPG INVESTMENTS, LLC | 5 | 5 | 0.10% | 0.12% | 0.15% | Q3 2022 | Q3 2023 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 5 |
Parisi Gray Wealth Management | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
First Washington CORP | 5 | 5 | 1.47% | 1.98% | 2.65% | Q4 2020 | Q4 2021 | 5 |
ALTFEST L J & CO INC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q2 2022 | 5 |
CIM INVESTMENT MANAGEMENT INC | 4 | 1 | 0.11% | 0.12% | 0.14% | Q1 2014 | Q2 2017 | 5 |
ROPES WEALTH ADVISORS LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2020 | 5 |
Third Point | 5 | 5 | 0.64% | 0.90% | 1.17% | Q1 2019 | Q1 2020 | 5 |
Dakota Wealth Management | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
AVALON CAPITAL MANAGEMENT | 4 | 1 | 0.22% | 0.49% | 1.15% | Q2 2017 | Q3 2018 | 5 |
Marks Group Wealth Management, Inc | 5 | 5 | 0.03% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Key Square Capital Management LLC | 2 | 1 | 1.94% | 5.37% | 9.62% | Q4 2020 | Q2 2023 | 5 |
WealthStone, Inc. | 3 | 2 | 0.00% | 0.18% | 0.25% | Q1 2019 | Q1 2021 | 5 |
BREMER TRUST NATIONAL ASSOCIATION | 4 | 1 | 0.02% | 0.07% | 0.09% | Q1 2016 | Q4 2018 | 5 |
WealthTrust Asset Management, LLC | 5 | 5 | 0.96% | 1.11% | 1.33% | Q2 2021 | Q2 2022 | 5 |
BANK HAPOALIM BM | 5 | 5 | 0.02% | 0.06% | 0.08% | Q1 2020 | Q1 2021 | 5 |
FRONTIER INVESTMENT MGMT CO | 5 | 5 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q2 2020 | 5 |
Sigma Planning Corp | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
COMMERCE BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
WRIGHT INVESTORS SERVICE INC | 5 | 5 | 0.23% | 0.37% | 0.47% | Q4 2014 | Q4 2015 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Haverford Trust Co | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
OLD SECOND NATIONAL BANK OF AURORA | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Athos Capital Ltd | 3 | 2 | 0.20% | 1.16% | 3.40% | Q2 2017 | Q2 2020 | 5 |
Sanoor Capital Management LP | 3 | 2 | 1.02% | 2.95% | 5.16% | Q4 2016 | Q2 2018 | 5 |
Kathleen S. Wright Associates Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Douglas Lane & Associates, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
MAPLELANE CAPITAL, LLC | 2 | 1 | 0.01% | 0.13% | 0.28% | Q2 2017 | Q2 2023 | 5 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 5 |
Quent Capital, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q1 2020 | 5 |
LMCG INVESTMENTS, LLC | 5 | 5 | 0.03% | 0.32% | 0.44% | Q1 2022 | Q1 2023 | 5 |
WEST PACES ADVISORS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 5 |
CIDEL ASSET MANAGEMENT INC | 5 | 5 | 0.01% | 0.42% | 0.77% | Q4 2021 | Q4 2022 | 5 |
Jump Trading, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2014 | 5 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.06% | 0.08% | 0.11% | Q3 2017 | Q1 2021 | 5 |
Polaris Wealth Advisory Group, LLC | 3 | 2 | 0.28% | 0.33% | 0.42% | Q3 2018 | Q1 2021 | 5 |
Nelson Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Hillsdale Investment Management Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 5 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2016 | 5 |
Lee Capital Management LP | 5 | 5 | 0.45% | 0.67% | 0.95% | Q4 2016 | Q4 2017 | 5 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.08% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Iron Horse Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Pleiad Investment Advisors Ltd | 4 | 4 | 18.76% | 61.42% | 100.00% | Q4 2015 | Q3 2016 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.75% | 1.11% | 1.45% | Q4 2022 | Q3 2023 | 4 |
FNY Managed Accounts LLC | 2 | 1 | 0.04% | 0.25% | 0.63% | Q3 2013 | Q3 2017 | 4 |
Sculptor Capital LP | 1 | 1 | 0.04% | 0.36% | 1.06% | Q4 2014 | Q1 2023 | 4 |
Financial & Tax Architects, LLC | 4 | 4 | 0.11% | 0.14% | 0.17% | Q3 2021 | Q2 2022 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Fortis Capital Management LLC | 2 | 1 | 0.97% | 1.45% | 2.17% | Q4 2019 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AMP Capital Investors Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 4 |
Duquesne Family Office | 2 | 1 | 0.06% | 0.31% | 0.45% | Q2 2019 | Q3 2020 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 4 |
Campbell & CO Investment Adviser LLC | 4 | 4 | 0.06% | 0.22% | 0.41% | Q3 2022 | Q2 2023 | 4 |
Stamos Capital Partners, L.P. | 4 | 4 | 0.10% | 0.35% | 0.55% | Q3 2022 | Q2 2023 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q3 2019 | 4 |
Costello Asset Management, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
EMORY UNIVERSITY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2012 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q4 2014 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q4 2019 | 4 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 4 |
Interchange Capital Partners, LLC | 3 | 1 | 0.04% | 0.23% | 0.39% | Q4 2020 | Q2 2022 | 4 |
Alua Capital Management LP | 4 | 4 | 1.14% | 2.85% | 3.81% | Q4 2022 | Q3 2023 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Avala Global LP | 4 | 4 | 6.30% | 8.27% | 10.99% | Q4 2022 | Q3 2023 | 4 |
EP Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Caption Management, LLC | 2 | 2 | 0.09% | 0.37% | 0.85% | Q2 2019 | Q3 2019 | 4 |
Ancora Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
Saban Capital Group LLC | 4 | 4 | 3.88% | 4.94% | 5.99% | Q4 2018 | Q3 2019 | 4 |
Burns Matteson Capital Management, LLC | 3 | 1 | 0.14% | 0.24% | 0.31% | Q4 2020 | Q4 2021 | 4 |
Heron Bay Capital Management | 4 | 4 | 0.71% | 0.78% | 0.87% | Q2 2021 | Q1 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
COUNTRY TRUST BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.38% | 0.49% | 0.57% | Q4 2022 | Q3 2023 | 4 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q1 2023 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
FORTEM FINANCIAL GROUP, LLC | 3 | 1 | 0.00% | 0.20% | 0.31% | Q4 2018 | Q4 2020 | 4 |
Stonehage Fleming Financial Services Holdings Ltd | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2021 | 4 |
BANCORPSOUTH INC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q2 2015 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
AMUNDI ASSET MANAGEMENT US, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 4 |
Veritable, L.P. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2014 | 4 |
XTX Topco Ltd | 2 | 1 | 0.12% | 0.15% | 0.19% | Q2 2021 | Q2 2023 | 4 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BOSTON FINANCIAL MANGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Pine River Capital Management L.P. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 4 | 4 | 0.04% | 0.07% | 0.08% | Q4 2019 | Q3 2020 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 1 | 0.06% | 0.07% | 0.10% | Q1 2015 | Q1 2018 | 4 |
Deuterium Capital Management, LLC | 2 | 1 | 2.15% | 3.19% | 4.34% | Q4 2021 | Q3 2023 | 4 |
PECAUT & CO. | 4 | 4 | 0.77% | 1.03% | 1.50% | Q1 2021 | Q4 2021 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
CAPITAL GUARDIAN TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.16% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Banco de Sabadell, S.A | 4 | 4 | 0.31% | 0.59% | 0.90% | Q2 2019 | Q1 2020 | 4 |
Blue Barn Wealth, LLC | 4 | 4 | 0.18% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Sendero Wealth Management, LLC | 4 | 4 | 0.09% | 0.34% | 0.55% | Q4 2021 | Q3 2022 | 4 |
Ninety One UK Ltd | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FIDUCIARY TRUST CO | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bedell Frazier Investment Counselling, LLC | 4 | 4 | 2.05% | 2.34% | 2.75% | Q4 2013 | Q3 2014 | 4 |
FFT WEALTH MANAGEMENT LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
HENNESSY ADVISORS INC | 4 | 4 | 0.18% | 0.20% | 0.23% | Q1 2020 | Q4 2020 | 4 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 4 |
CHIRON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
ARDSLEY ADVISORY PARTNERS LP | 4 | 4 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q1 2020 | 4 |
Reliant Investment Management, LLC | 4 | 4 | 1.91% | 2.03% | 2.15% | Q3 2020 | Q2 2021 | 4 |
Verition Fund Management LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q2 2020 | 4 |
Rockbridge Investment Management, LCC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
NICOLET ADVISORY SERVICES, LLC | 4 | 4 | 0.03% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
JUPITER ASSET MANAGEMENT LTD | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 4 |
Impala Asset Management LLC | 4 | 4 | 0.18% | 0.45% | 0.69% | Q1 2021 | Q4 2021 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.06% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 4 |
CHESAPEAKE ASSET MANAGEMENT LLC | 3 | 1 | 0.68% | 0.86% | 1.05% | Q3 2018 | Q4 2019 | 4 |
Crestline Management, LP | 2 | 2 | 0.06% | 0.11% | 0.20% | Q3 2016 | Q1 2018 | 4 |
Procyon Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Blueprint Investment Partners LLC | 2 | 2 | 0.04% | 0.06% | 0.12% | Q3 2021 | Q1 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 4 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 3 | 1 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q3 2014 | 4 |
SANDERS MORRIS HARRIS LLC | 4 | 4 | 0.07% | 0.13% | 0.33% | Q2 2019 | Q1 2020 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.41% | 0.44% | 0.48% | Q4 2022 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Anomaly Capital Management, LP | 4 | 4 | 0.35% | 4.39% | 6.81% | Q2 2022 | Q1 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 1.04% | 1.12% | 1.23% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Equity Services, Inc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2017 | 4 |
KEYWISE CAPITAL MANAGEMENT Ltd | 2 | 2 | 0.14% | 5.02% | 18.31% | Q1 2017 | Q3 2018 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MEYER HANDELMAN CO | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
BELLEVUE ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Israel Discount Bank of New York | 4 | 4 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 4 | 4 | 0.31% | 0.51% | 0.62% | Q3 2014 | Q2 2015 | 4 |
Wunderlich Capital Managemnt | 4 | 4 | 0.17% | 0.20% | 0.23% | Q2 2021 | Q1 2022 | 4 |
Capricorn Fund Managers Ltd | 3 | 1 | 0.26% | 1.66% | 4.34% | Q4 2021 | Q1 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
ROCKEFELLER FINANCIAL SERVICES INC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q4 2017 | 4 |
Laurel Wealth Planning LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Torch Wealth Management LLC | 3 | 3 | 0.03% | 0.37% | 0.57% | Q4 2013 | Q2 2014 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.03% | 0.08% | Q2 2023 | Q3 2023 | 3 |
Oribel Capital Management, LP | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2020 | Q3 2020 | 3 |
First Long Island Investors, LLC | 3 | 3 | 0.77% | 0.94% | 1.05% | Q4 2021 | Q2 2022 | 3 |
Nan Shan Life Insurance Co., Ltd. | 2 | 1 | 0.32% | 0.46% | 0.60% | Q2 2018 | Q1 2019 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Orbitronix, LP | 3 | 3 | 0.07% | 0.16% | 0.22% | Q2 2014 | Q4 2014 | 3 |
SHINE INVESTMENT ADVISORY SERVICES INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Main Street Research LLC | 3 | 3 | 0.93% | 1.19% | 1.33% | Q2 2013 | Q4 2013 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
XY Capital Ltd | 2 | 1 | 0.50% | 1.52% | 2.26% | Q4 2022 | Q3 2023 | 3 |
V Wealth Advisors LLC | 2 | 1 | 0.00% | 0.08% | 0.12% | Q2 2017 | Q2 2018 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
TPG GP A, LLC | 3 | 3 | 0.45% | 0.58% | 0.84% | Q4 2021 | Q2 2022 | 3 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2022 | 3 |
OPTIMUM INVESTMENT ADVISORS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q2 2019 | 3 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q2 2013 | Q4 2013 | 3 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 3 | 0.12% | 0.14% | 0.18% | Q3 2019 | Q1 2020 | 3 |
Airain ltd | 2 | 1 | 0.05% | 0.08% | 0.12% | Q3 2015 | Q2 2016 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.03% | 0.07% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Verdence Capital Advisors LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2017 | Q2 2018 | 3 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q4 2019 | 3 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
DEPRINCE RACE & ZOLLO INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q2 2014 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Wellington Shields Capital Management, LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2015 | 3 |
SAC Capital Advisors LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 3 | 3 | 3.45% | 3.52% | 3.59% | Q2 2019 | Q4 2019 | 3 |
Royal Fund Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 3 |
Grace Capital | 3 | 3 | 0.21% | 0.45% | 0.61% | Q3 2018 | Q1 2019 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Graves Light Lenhart Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Paragon Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 3 |
Cordasco Financial Network | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 3 |
PointState Capital LP | 2 | 1 | 0.10% | 0.19% | 0.26% | Q3 2018 | Q3 2019 | 3 |
Circle Road Advisors LP | 3 | 3 | 5.99% | 7.26% | 9.35% | Q2 2019 | Q4 2019 | 3 |
Petrus Trust Company, LTA | 3 | 3 | 2.27% | 2.55% | 2.91% | Q3 2019 | Q1 2020 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
QS Investors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 3 |
Atlas Private Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
ARK Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Brick & Kyle, Associates | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
XR Securities LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Venture Visionary Partners LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 3 |
NZS Capital, LLC | 3 | 3 | 0.39% | 0.52% | 0.61% | Q2 2021 | Q4 2021 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q3 2018 | Q1 2019 | 3 |
AJO, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2015 | 3 |
BRANDES INVESTMENT PARTNERS, LP | 2 | 1 | 0.00% | 0.11% | 0.33% | Q4 2012 | Q3 2013 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.15% | 0.19% | 0.23% | Q4 2017 | Q2 2018 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
SCOUT INVESTMENTS, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q3 2014 | 3 |
APPLIED RESEARCH INVESTMENTS, LLC | 3 | 3 | 6.41% | 10.06% | 17.11% | Q1 2022 | Q3 2022 | 3 |
OneAscent Wealth Management LLC | 2 | 1 | 0.44% | 1.03% | 2.17% | Q4 2020 | Q4 2021 | 3 |
Amundi | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cypress Capital Management LLC (WY) | 3 | 3 | 0.01% | 0.39% | 0.59% | Q1 2018 | Q3 2018 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 3 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 3 |
St. James Investment Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Angeles Investment Advisors, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Cordatus Wealth Management LLC | 2 | 1 | 0.17% | 0.21% | 0.28% | Q4 2020 | Q2 2023 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
FirstPurpose Wealth LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.29% | 0.37% | 0.45% | Q4 2017 | Q4 2018 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Morse Asset Management, Inc | 2 | 1 | 0.11% | 0.24% | 0.39% | Q4 2021 | Q2 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Knollwood Investment Advisory, LLC | 3 | 3 | 0.09% | 0.13% | 0.16% | Q4 2022 | Q2 2023 | 3 |
Convergence Investment Partners, LLC | 2 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q1 2018 | 3 |
ACCOUNT MANAGEMENT LLC | 3 | 3 | 2.47% | 2.61% | 2.80% | Q4 2021 | Q2 2022 | 3 |
Ferox Capital Management LP | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Gryphon International Investment CORP | 3 | 3 | 0.76% | 0.94% | 1.16% | Q1 2021 | Q3 2021 | 3 |
Operose Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ALBION FINANCIAL GROUP /UT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
GILDER GAGNON HOWE & CO LLC | 3 | 3 | 0.00% | 0.67% | 1.18% | Q4 2017 | Q2 2018 | 3 |
Ledyard National Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q2 2020 | 3 |
44 WEALTH MANAGEMENT LLC | 2 | 1 | 0.08% | 0.11% | 0.16% | Q4 2020 | Q2 2023 | 3 |
OAK FAMILY ADVISORS, LLC | 3 | 3 | 0.34% | 1.11% | 1.59% | Q4 2020 | Q2 2021 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Handelsbanken Fonder AB | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ovata Capital Management Ltd | 3 | 3 | 0.00% | 2.72% | 5.33% | Q4 2019 | Q2 2020 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
FIR TREE CAPITAL MANAGEMENT LP | 3 | 3 | 0.61% | 0.71% | 0.76% | Q1 2019 | Q3 2019 | 3 |
Founders Capital Management | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q4 2023 | 3 |
QCM Cayman, Ltd. | 1 | 1 | 0.08% | 0.32% | 0.79% | Q4 2014 | Q2 2017 | 3 |
Capital Investment Advisory Services, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 3 |
Yorktown Management & Research Co Inc | 3 | 3 | 0.18% | 0.20% | 0.22% | Q4 2020 | Q2 2021 | 3 |
PAX Financial Group, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2020 | Q3 2020 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Centaur Capital | 3 | 3 | 2.22% | 4.61% | 6.90% | Q1 2018 | Q3 2018 | 3 |
Strategic Investment Advisors / MI | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
LionEye Capital Management LLC | 3 | 3 | 2.54% | 20.13% | 54.63% | Q2 2013 | Q4 2013 | 3 |
Foresight Global Investors, Inc. | 3 | 3 | 8.93% | 10.27% | 12.39% | Q1 2023 | Q3 2023 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q4 2017 | 3 |
Holocene Advisors, LP | 2 | 1 | 0.23% | 0.48% | 0.63% | Q4 2020 | Q1 2022 | 3 |
Connectus Wealth, LLC | 2 | 1 | 0.02% | 0.07% | 0.18% | Q4 2021 | Q3 2023 | 3 |
Shamrock Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Hardman Johnston Global Advisors LLC | 2 | 2 | 0.29% | 0.32% | 0.36% | Q2 2013 | Q3 2013 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.33% | 0.49% | 0.64% | Q4 2017 | Q1 2018 | 2 |
AMJ Financial Wealth Management | 1 | 1 | 2.61% | 2.70% | 2.80% | Q4 2019 | Q2 2023 | 2 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.09% | 0.21% | 0.33% | Q3 2015 | Q3 2016 | 2 |
Fund Evaluation Group, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2018 | Q3 2018 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2015 | Q2 2015 | 2 |
Nicholas Investment Partners, LP | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.18% | 0.28% | 0.38% | Q4 2017 | Q2 2019 | 2 |
Anavon Capital LLP | 1 | 1 | 10.58% | 11.82% | 13.05% | Q3 2018 | Q4 2019 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.28% | 0.52% | Q4 2018 | Q4 2020 | 2 |
Jump Financial, LLC | 1 | 1 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q2 2023 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2016 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q3 2014 | Q4 2014 | 2 |
Segantii Capital Management Ltd | 1 | 1 | 0.10% | 1.00% | 1.91% | Q4 2013 | Q2 2014 | 2 |
Nationwide Fund Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Systematic Alpha Investments, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 2 |
Loeb Offshore Management LP | 2 | 2 | 0.28% | 0.42% | 0.56% | Q3 2014 | Q4 2014 | 2 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.38% | 0.38% | 0.39% | Q1 2015 | Q1 2015 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Single Point Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
MADISON INVESTMENT HOLDINGS INC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q1 2015 | Q2 2015 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
ARS Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 2 |
IVORY INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.59% | 0.82% | 1.04% | Q2 2013 | Q3 2013 | 2 |
TIGER MANAGEMENT L.L.C. | 2 | 2 | 1.06% | 1.18% | 1.29% | Q2 2015 | Q3 2015 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.68% | 0.72% | 0.76% | Q3 2018 | Q4 2018 | 2 |
Opes Advisors Inc | 1 | 1 | 0.13% | 0.16% | 0.19% | Q2 2017 | Q2 2018 | 2 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
VOYA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CI INVESTMENTS INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DEARBORN PARTNERS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.05% | 0.62% | 1.20% | Q4 2017 | Q2 2018 | 2 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2019 | 2 |
Andromeda Capital LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q3 2014 | Q3 2014 | 2 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 2 | 0.46% | 0.83% | 1.20% | Q2 2018 | Q3 2018 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Invictus RG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 2 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 2 | 2.14% | 2.66% | 3.19% | Q4 2017 | Q1 2018 | 2 |
Golden State Equity Partners | 2 | 2 | 0.14% | 0.15% | 0.15% | Q4 2020 | Q1 2021 | 2 |
Eidelman Virant Capital | 2 | 2 | 0.14% | 0.18% | 0.23% | Q4 2020 | Q1 2021 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
HARDING LOEVNER LP | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 2 |
P SCHOENFELD ASSET MANAGEMENT LP | 2 | 2 | 0.25% | 0.27% | 0.30% | Q2 2013 | Q3 2013 | 2 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q3 2018 | 2 |
HOEY INVESTMENTS, INC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Hoxton Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Opal Wealth Advisors, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2020 | Q1 2021 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.34% | 0.36% | 0.37% | Q2 2013 | Q1 2016 | 2 |
WRAPMANAGER INC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.04% | 0.22% | 0.39% | Q3 2013 | Q3 2018 | 2 |
Bienville Capital Management, LLC | 2 | 2 | 0.12% | 0.15% | 0.18% | Q4 2017 | Q1 2018 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Oak Grove Capital LLC | 2 | 2 | 0.10% | 0.16% | 0.22% | Q4 2017 | Q1 2018 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q4 2015 | 2 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.18% | 0.34% | Q1 2021 | Q1 2022 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Baker Ellis Asset Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
First Affirmative Financial Network | 2 | 2 | 0.21% | 0.21% | 0.22% | Q3 2021 | Q4 2021 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2018 | 2 |
FAIRFIELD, BUSH & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.03% | 0.24% | 0.45% | Q2 2015 | Q3 2015 | 2 |
Adalta Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 2 |
Price Wealth, LLC | 2 | 2 | 0.07% | 0.15% | 0.23% | Q2 2020 | Q3 2020 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q2 2019 | Q2 2021 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Sterling Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2015 | 2 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Shannon River Fund Management LLC | 2 | 2 | 3.16% | 5.04% | 6.91% | Q2 2016 | Q3 2016 | 2 |
Portland Hill Asset Management Ltd | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
CATAPULT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.42% | 0.89% | 1.35% | Q4 2013 | Q1 2014 | 2 |
Aevitas Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
BW Gestao de Investimentos Ltda. | 2 | 2 | 1.88% | 2.12% | 2.36% | Q1 2022 | Q2 2022 | 2 |
Amida Capital Management II, LLC | 2 | 2 | 0.15% | 0.17% | 0.20% | Q1 2013 | Q2 2013 | 2 |
OppenheimerFunds, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Retirement Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
WEATHERLY ASSET MANAGEMENT L. P. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Sabal Capital Management, LLC | 2 | 2 | 2.03% | 4.07% | 6.11% | Q4 2015 | Q1 2016 | 2 |
Tabor Asset Management, LP | 2 | 2 | 1.43% | 1.61% | 1.80% | Q3 2021 | Q4 2021 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 2 |
Accuvest Global Advisors | 1 | 1 | 0.03% | 0.26% | 0.49% | Q2 2019 | Q4 2019 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q1 2019 | 2 |
SG3 Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 2 |
Susquehanna International Group Ltd. | 1 | 1 | 0.18% | 0.91% | 1.65% | Q2 2022 | Q1 2023 | 2 |
Petix & Botte Co | 1 | 1 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
DG CAPITAL MANAGEMENT INC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2015 | Q3 2015 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
DDD Partners, LLC | 2 | 2 | 1.77% | 1.89% | 2.00% | Q4 2017 | Q1 2018 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.11% | 1.20% | 2.29% | Q1 2017 | Q1 2018 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 2 |
Standard Family Office LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Bollard Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TOMS Capital Investment Management LP | 1 | 1 | 6.68% | 6.68% | 6.68% | Q2 2019 | Q2 2019 | 2 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 2 |
SENECA CAPITAL INVESTMENTS, L.P. | 2 | 2 | 1.63% | 1.73% | 1.84% | Q2 2013 | Q3 2013 | 2 |
RNC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Kaizen Financial Strategies | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q1 2021 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Islet Management, LP | 1 | 1 | 0.21% | 0.70% | 1.20% | Q2 2019 | Q2 2019 | 2 |
Carmel Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CQS Cayman LP | 2 | 2 | 0.05% | 0.15% | 0.26% | Q4 2013 | Q1 2014 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
PDT Partners, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q2 2015 | 2 |
KCL Capital, L.P. | 2 | 2 | 1.09% | 1.23% | 1.37% | Q3 2020 | Q4 2020 | 2 |
BlueCrest Capital Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
BRADLEY FOSTER & SARGENT INC/CT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Harbour Capital Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2017 | Q1 2018 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q4 2023 | 2 |
Epoch Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2021 | Q4 2021 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Cypress Point Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Kovack Advisors, Inc. | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q4 2021 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.07% | 0.19% | 0.30% | Q1 2021 | Q2 2022 | 2 |
Passport Capital, LLC | 2 | 2 | 0.04% | 0.18% | 0.31% | Q4 2016 | Q1 2017 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Cavalry Management Group, LLC | 2 | 2 | 1.73% | 2.35% | 2.96% | Q4 2017 | Q1 2018 | 2 |
Westchester Capital Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 2 |
EVERMAY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.08% | 0.15% | Q4 2019 | Q3 2023 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hansberger Growth Investors, LP | 2 | 2 | 3.12% | 3.38% | 3.64% | Q2 2020 | Q3 2020 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
First National Bank of Hutchinson | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
SMITH ASSET MANAGEMENT GROUP LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Aspen Grove Capital, LLC | 2 | 2 | 0.10% | 0.52% | 0.94% | Q1 2023 | Q2 2023 | 2 |
MURPHY CAPITAL MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
NatWest Group plc | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2014 | 2 |
SITTNER & NELSON, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Tradeworx Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ergoteles LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Prince Street Capital Management LLC | 1 | 1 | 2.83% | 2.83% | 2.83% | Q1 2016 | Q1 2016 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Davis Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
NATIXIS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
PARA ADVISORS LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2013 | Q2 2013 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Senator Investment Group LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
HARBOR ADVISORY CORP /MA/ | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
City Financial Investment Co Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2018 | Q3 2018 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
London & Capital Asset Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Shay Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Pinpoint Asset Management Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Meru Capital Group, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q3 2013 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ArchPoint Investors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Litespeed Management, L.L.C. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2013 | Q4 2013 | 1 |
DODGE & COX | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2013 | Q2 2013 | 1 |
Thrax Management, LLC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q3 2016 | Q3 2016 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q4 2016 | Q4 2016 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q2 2019 | 1 |
Gladstone Capital Management LLP | 1 | 1 | 4.76% | 4.76% | 4.76% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2018 | Q2 2018 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Fore Research & Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Newman & Schimel, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Cider Mill Investments LP | 1 | 1 | 7.90% | 7.90% | 7.90% | Q4 2018 | Q4 2018 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Skandinaviska Enskilda Banken AB (publ) | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2014 | Q3 2014 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2018 | Q3 2018 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q4 2015 | 1 |
Close Asset Management Ltd | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
Man Group plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Baron Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2023 | Q4 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2020 | Q4 2020 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
White Knight Strategic Wealth Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2015 | Q1 2015 | 1 |
Deep Field Asset Management LLC | 1 | 1 | 2.81% | 2.81% | 2.81% | Q4 2018 | Q4 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Newport Asia LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2014 | Q4 2014 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Seelaus Asset Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Cartenna Capital, LP | 1 | 1 | 2.06% | 2.06% | 2.06% | Q2 2023 | Q2 2023 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ANDERSON HOAGLAND & CO | 1 | 1 | 1.61% | 1.61% | 1.61% | Q2 2015 | Q2 2015 | 1 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Raging Capital Management, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2013 | Q4 2013 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MONETTA FINANCIAL SERVICES INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2015 | Q1 2015 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Rainier Group Investment Advisory LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ASTURIAS CAPITAL LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q2 2019 | Q2 2019 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Castle Creek Arbitrage, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2020 | Q1 2020 | 1 |
Moreno Evelyn V | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
S. MUOIO & CO. LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2018 | Q3 2018 | 1 |
Holowesko Partners Ltd. | 1 | 1 | 3.18% | 3.18% | 3.18% | Q4 2020 | Q4 2020 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
GLG Partners LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q1 2014 | Q1 2014 | 1 |
Provenire Capital, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2020 | Q3 2020 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2020 | Q4 2020 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2021 | Q4 2021 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2013 | Q2 2013 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
Fosun International Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
JACKSON PARK CAPITAL, LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q2 2015 | Q2 2015 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Empire Capital Management, L.L.C. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2013 | Q3 2013 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Ninety One North America, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Everett Capital Advisors UK LLP | 1 | 1 | 1.80% | 1.80% | 1.80% | Q2 2019 | Q2 2019 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Schwab Charitable Fund | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q4 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2018 | Q3 2018 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Investment Counsel Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2016 | Q2 2016 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JARISLOWSKY, FRASER Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2013 | Q4 2013 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
3G Capital Partners | 1 | 1 | 10.32% | 10.32% | 10.32% | Q1 2023 | Q1 2023 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Westend Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2021 | Q1 2021 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 1.09% | 1.09% | 1.09% | Q2 2019 | Q2 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
OPTIMAS CAPITAL Ltd | 1 | 1 | 1.70% | 1.70% | 1.70% | Q1 2023 | Q1 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q3 2013 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
LYRICAL ASSET MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 2.11% | 2.11% | 2.11% | Q1 2023 | Q1 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2017 | Q2 2017 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Pine Haven Investment Counsel, Inc | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GEMS MANAGEMENT LTD | 1 | 1 | 2.92% | 2.92% | 2.92% | Q2 2013 | Q2 2013 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Valentine Capital Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BARINGS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 1.08% | 1.08% | 1.08% | Q1 2020 | Q1 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2015 | Q2 2015 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Norman Fields, Gottscho Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Moab Capital Partners | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2019 | Q2 2019 | 1 |
FIL Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SkyTop Capital Management LLC | 1 | 1 | 4.29% | 4.29% | 4.29% | Q2 2017 | Q2 2017 | 1 |
COASTLAND CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Odey Asset Management LLP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2023 | Q2 2023 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Maven Securities LTD | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2018 | Q2 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Tyrus Capital S.A.M. | 1 | 1 | 6.98% | 6.98% | 6.98% | Q4 2013 | Q4 2013 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Rathbones Group PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WESTWOOD MANAGEMENT CORP /IL/ | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Garelick Capital Partners, LP | 1 | 1 | 2.39% | 2.39% | 2.39% | Q3 2016 | Q3 2016 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 2.03% | 2.03% | 2.03% | Q4 2019 | Q4 2019 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
COMPLEX CAPITAL MANAGEMENT, LLC | 1 | 1 | 5.85% | 5.85% | 5.85% | Q4 2018 | Q4 2018 | 1 |
Atom Investors LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2019 | Q2 2019 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2016 | Q1 2016 | 1 |
Summit Global Investments | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NKCFO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
EQUITABLE TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Breeden Capital Management | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2013 | Q2 2013 | 1 |
Franklin, Parlapiano, Turner & Welch, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
LGT Fund Management Co Ltd. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2021 | Q4 2021 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2014 | Q1 2014 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2016 | Q2 2016 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Farmers National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own SONY CORP or have owned SONY CORP in the past.