Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 47 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Renaissance Technologies | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.05% | 0.16% | 0.25% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
SIGNATUREFD, LLC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 42 | 42 | 0.12% | 0.28% | 0.60% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 31 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Dorsey & Whitney Trust CO LLC | 29 | 12 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Invesco Ltd. | 32 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
D. E. Shaw & Co., Inc. | 37 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 40 |
First Horizon Advisors, Inc. | 17 | 10 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 39 |
Fisher Asset Management, LLC | 26 | 12 | 0.00% | 0.16% | 0.62% | Q2 2013 | Q3 2023 | 38 |
HighTower Advisors, LLC | 29 | 2 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 37 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 38 |
J.P. Morgan Private Wealth Advisors LLC | 30 | 8 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
LPL Financial LLC | 36 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2022 | 36 |
EAGLE ASSET MANAGEMENT INC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Checchi Capital Advisers, LLC | 35 | 35 | 0.02% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 35 |
Rehmann Capital Advisory Group | 14 | 8 | 0.01% | 0.04% | 0.12% | Q4 2010 | Q3 2023 | 35 |
REGIONS FINANCIAL CORP | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
STATE STREET CORP | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 34 |
Chevy Chase Trust Holdings, LLC | 24 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 34 |
BTC Capital Management, Inc. | 34 | 34 | 0.05% | 0.11% | 0.26% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.05% | 0.10% | Q2 2015 | Q3 2023 | 34 |
SVB WEALTH LLC | 19 | 15 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 34 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2021 | 34 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 33 |
GUGGENHEIM CAPITAL LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
JNBA Financial Advisors | 17 | 16 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q4 2022 | 33 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
GLENMEDE TRUST CO NA | 20 | 4 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 32 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Orbis Allan Gray Ltd | 31 | 31 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
RAYMOND JAMES TRUST N.A. | 31 | 31 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2021 | 31 |
Aperio Group, LLC | 31 | 31 | 0.11% | 0.16% | 0.23% | Q2 2013 | Q4 2020 | 31 |
Carroll Financial Associates, Inc. | 27 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 31 |
Freestone Capital Holdings, LLC | 31 | 31 | 0.00% | 0.06% | 0.15% | Q4 2015 | Q2 2023 | 31 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.04% | Q4 2013 | Q3 2023 | 31 |
Gilman Hill Asset Management, LLC | 31 | 31 | 0.29% | 0.57% | 0.86% | Q1 2016 | Q3 2023 | 31 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 27 | 4 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 31 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30 | 30 | 0.01% | 0.10% | 0.40% | Q3 2013 | Q4 2020 | 30 |
Morningstar Investment Services LLC | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Creative Planning | 14 | 3 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 29 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 29 |
Janney Montgomery Scott LLC | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 29 |
BLAIR WILLIAM & CO/IL | 27 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2021 | 29 |
HUNTINGTON NATIONAL BANK | 24 | 2 | 0.00% | 0.00% | 0.00% | Q4 2011 | Q3 2023 | 29 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.09% | 0.16% | Q2 2013 | Q1 2020 | 28 |
Cubist Systematic Strategies, LLC | 14 | 1 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q1 2023 | 28 |
GREENLEAF TRUST | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Winslow, Evans & Crocker, Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2020 | 27 |
INTRUST BANK NA | 15 | 12 | 0.01% | 0.19% | 0.46% | Q2 2013 | Q4 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
ClearBridge Investments | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
BBVA USA Bancshares, Inc. | 16 | 11 | 0.01% | 0.08% | 0.17% | Q4 2013 | Q1 2021 | 27 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 20 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
FDx Advisors, Inc. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 26 |
RHUMBLINE ADVISERS | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
PARK AVENUE SECURITIES LLC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
DEUTSCHE BANK AG\ | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2021 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.06% | 0.24% | 0.41% | Q3 2016 | Q3 2023 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Raymond James Financial Services Advisors, Inc. | 14 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 13 | 5 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 25 |
Avalon Investment & Advisory | 15 | 10 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q2 2020 | 25 |
FMR LLC | 22 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 25 |
FRANKLIN RESOURCES INC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 25 |
TCI Wealth Advisors, Inc. | 20 | 5 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2019 | 25 |
ETRADE Capital Management LLC | 22 | 3 | 0.00% | 0.06% | 0.14% | Q3 2013 | Q3 2020 | 25 |
HOWE & RUSLING INC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
Atria Investments, Inc | 18 | 2 | 0.01% | 0.02% | 0.07% | Q4 2013 | Q1 2022 | 24 |
TD ASSET MANAGEMENT INC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.05% | 0.13% | 0.20% | Q4 2017 | Q3 2023 | 24 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.04% | 0.10% | 0.32% | Q4 2017 | Q3 2023 | 24 |
EVERGREEN CAPITAL MANAGEMENT LLC | 24 | 24 | 0.01% | 0.10% | 0.26% | Q4 2017 | Q3 2023 | 24 |
ADVISOR PARTNERS LLC | 24 | 24 | 0.02% | 0.07% | 0.10% | Q3 2016 | Q2 2022 | 24 |
BlackRock Inc. | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 24 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 8 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 23 |
CREDIT SUISSE AG/ | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q2 2022 | 23 |
BARCLAYS PLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.02% | 0.05% | 0.13% | Q1 2018 | Q3 2023 | 23 |
NINE MASTS CAPITAL Ltd | 22 | 1 | 0.02% | 4.84% | 19.42% | Q4 2014 | Q3 2020 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
SUNTRUST BANKS INC | 12 | 11 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2019 | 23 |
TWO SIGMA ADVISERS, LP | 20 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2020 | 22 |
CIBC WORLD MARKET INC. | 16 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 22 |
Cornerstone Advisors, Inc. | 18 | 4 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2019 | 22 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 22 |
BOKF, NA | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2022 | 22 |
People's United Financial, Inc. | 12 | 10 | 0.01% | 0.08% | 0.17% | Q4 2013 | Q3 2019 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
HANCOCK WHITNEY CORP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2022 | 22 |
Caprock Group, LLC | 18 | 4 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 19 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CAPITAL GUARDIAN TRUST CO | 16 | 2 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q1 2019 | 21 |
FARMERS & MERCHANTS INVESTMENTS INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 21 |
FEDERATED HERMES, INC. | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 21 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.00% | 0.08% | 0.33% | Q4 2014 | Q1 2023 | 21 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 21 |
Sterling Capital Management LLC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2019 | 21 |
Pacer Advisors, Inc. | 11 | 1 | 0.00% | 0.07% | 0.36% | Q4 2013 | Q3 2023 | 20 |
Neuberger Berman Group LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 20 |
Quantbot Technologies LP | 11 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q4 2022 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Simplicity Solutions, LLC | 7 | 1 | 0.00% | 0.04% | 0.16% | Q4 2016 | Q3 2023 | 20 |
BB&T SECURITIES, LLC | 11 | 9 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2019 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
PEAK6 Group LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 20 |
STEPHENS INC /AR/ | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 19 |
DREMAN VALUE MANAGEMENT, L L C | 15 | 4 | 0.00% | 0.21% | 0.64% | Q2 2013 | Q1 2018 | 19 |
Glassman Wealth Services | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 19 |
Valeo Financial Advisors, LLC | 15 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 19 |
HBK INVESTMENTS L P | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.15% | 0.27% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.01% | 0.04% | 0.09% | Q1 2014 | Q3 2018 | 19 |
Front Row Advisors LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 19 |
Private Advisor Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 19 |
Lenox Wealth Advisors, LLC | 13 | 6 | 0.00% | 0.00% | 0.04% | Q3 2014 | Q3 2020 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.07% | 0.08% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 19 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 19 | 0.03% | 0.09% | 0.38% | Q4 2016 | Q2 2021 | 19 |
Covenant Partners, LLC | 19 | 19 | 0.08% | 0.20% | 0.26% | Q1 2019 | Q3 2023 | 19 |
EATON VANCE MANAGEMENT | 12 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 18 |
BRINKER CAPITAL INC | 18 | 18 | 0.02% | 0.11% | 0.19% | Q1 2016 | Q2 2020 | 18 |
Cresset Asset Management, LLC | 16 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.01% | 0.03% | 0.09% | Q1 2019 | Q2 2023 | 18 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 18 |
Cutler Group LLC / CA | 8 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2021 | 18 |
Wealthspire Advisors, L.P. | 15 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2020 | 18 |
Ballentine Partners, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 18 |
ACCIDENT COMPENSATION CORP | 18 | 18 | 0.32% | 0.65% | 1.00% | Q1 2016 | Q2 2020 | 18 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 18 |
FIRST TRUST ADVISORS LP | 18 | 18 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2017 | 18 |
Boston Trust Walden Corp | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 18 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 18 |
CAMBIAR INVESTORS LLC | 9 | 9 | 0.42% | 2.12% | 3.56% | Q4 2013 | Q2 2019 | 18 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.10% | 0.15% | 0.23% | Q2 2013 | Q2 2017 | 17 |
GROUP ONE TRADING, L.P. | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 17 |
American Portfolios Advisors | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 17 |
Mount Yale Investment Advisors, LLC | 9 | 8 | 0.02% | 0.11% | 0.25% | Q3 2018 | Q3 2023 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q2 2023 | 17 |
Inspire Investing, LLC | 16 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 17 |
WHITTIER TRUST CO | 12 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 16 |
SMITH ASSET MANAGEMENT GROUP LP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Point View Wealth Management, Inc. | 16 | 16 | 0.06% | 0.11% | 0.24% | Q4 2013 | Q3 2017 | 16 |
HARTFORD INVESTMENT MANAGEMENT CO | 12 | 4 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2020 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
WRIGHT INVESTORS SERVICE INC | 11 | 5 | 0.06% | 0.98% | 2.33% | Q2 2013 | Q4 2017 | 16 |
COWEN AND COMPANY, LLC | 16 | 16 | 1.94% | 4.60% | 17.79% | Q3 2019 | Q2 2023 | 16 |
MAI Capital Management | 10 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 16 |
Clarius Group, LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 16 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 16 |
CONNABLE OFFICE INC | 16 | 16 | 0.09% | 0.18% | 0.27% | Q2 2013 | Q1 2017 | 16 |
Cerity Partners LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 16 |
ANDERSON HOAGLAND & CO | 16 | 16 | 0.35% | 0.50% | 1.09% | Q4 2019 | Q3 2023 | 16 |
ALLIANCEBERNSTEIN L.P. | 12 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 16 |
SIMPLEX TRADING, LLC | 11 | 2 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 16 |
LMR Partners LLP | 9 | 1 | 0.00% | 0.67% | 3.71% | Q2 2016 | Q1 2023 | 16 |
PRUDENTIAL FINANCIAL INC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.01% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
MILES CAPITAL, INC. | 15 | 15 | 0.05% | 0.10% | 0.13% | Q3 2016 | Q1 2020 | 15 |
Cowen Investment Management LLC | 15 | 15 | 0.12% | 21.29% | 51.93% | Q1 2020 | Q3 2023 | 15 |
GENESEE VALLEY TRUST CO | 11 | 4 | 0.14% | 0.26% | 0.37% | Q2 2013 | Q1 2018 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.02% | 0.09% | 0.58% | Q1 2020 | Q3 2023 | 15 |
Manchester Capital Management LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Cadence Bank | 15 | 15 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2021 | 15 |
RITHOLTZ WEALTH MANAGEMENT | 15 | 15 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.02% | 0.19% | Q1 2016 | Q3 2022 | 15 |
DELTA ASSET MANAGEMENT LLC/TN | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2020 | 15 |
Altium Wealth Management LLC | 10 | 5 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q2 2022 | 15 |
Berman Capital Advisors, LLC | 12 | 3 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2021 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q2 2019 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.04% | Q3 2011 | Q3 2015 | 15 |
Corient Capital Partners, LLC | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2022 | 15 |
Gemmer Asset Management LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 15 |
MOTCO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 15 |
THOMAS WHITE INTERNATIONAL LTD | 8 | 6 | 0.00% | 0.16% | 0.49% | Q3 2015 | Q2 2023 | 14 |
Qube Research & Technologies Ltd | 10 | 1 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 14 |
OLD NATIONAL BANCORP /IN/ | 11 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2020 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2023 | 14 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 14 |
PDS Planning, Inc | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 14 |
RELIANCE TRUST CO OF DELAWARE | 12 | 1 | 0.01% | 0.09% | 0.18% | Q3 2013 | Q1 2019 | 14 |
Ellevest, Inc. | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2023 | 14 |
AdvisorNet Financial, Inc | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Icon Wealth Partners, LLC | 9 | 2 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Sanders Capital, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Matterhorn Capital Management, LLC | 14 | 14 | 0.40% | 1.20% | 1.61% | Q2 2013 | Q3 2016 | 14 |
RMB Capital Management, LLC | 9 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 14 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.01% | 0.01% | 0.04% | Q1 2014 | Q2 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
BAHL & GAYNOR INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2019 | 13 |
Te Ahumairangi Investment Management Ltd | 13 | 13 | 0.18% | 0.31% | 0.39% | Q3 2020 | Q3 2023 | 13 |
Marks Group Wealth Management, Inc | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2022 | 13 |
Balentine LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 13 |
Russell Investments Group, Ltd. | 10 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 13 |
Hilltop Holdings Inc. | 11 | 2 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q2 2020 | 13 |
Sequoia Financial Advisors, LLC | 8 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Keel Point, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
PEAK6 Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q3 2017 | 13 |
Zions Bancorporation | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2018 | 13 |
GRATRY & Co LLC | 6 | 2 | 1.01% | 2.24% | 3.47% | Q4 2013 | Q1 2018 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Pinnacle Bancorp, Inc. | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2021 | 13 |
Boston Partners | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 13 |
FULTON BANK, N.A. | 7 | 6 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q2 2020 | 13 |
MISSION WEALTH MANAGEMENT, LP | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
ACADIAN ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 12 |
RNC CAPITAL MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 2.41% | 15.11% | Q1 2013 | Q3 2022 | 12 |
Freedom Investment Management, Inc. | 6 | 1 | 0.00% | 0.18% | 0.87% | Q2 2014 | Q2 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
MCKINLEY CAPITAL MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.06% | 0.17% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 11 | 1 | 0.03% | 0.09% | 0.13% | Q3 2015 | Q2 2020 | 12 |
McIlrath & Eck, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
TODD ASSET MANAGEMENT LLC | 11 | 1 | 0.08% | 0.33% | 0.44% | Q3 2015 | Q2 2020 | 12 |
Plante Moran Financial Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2019 | 12 |
PARK NATIONAL CORP /OH/ | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2021 | 12 |
Nuveen Fund Advisors, LLC | 11 | 11 | 0.01% | 0.12% | 0.69% | Q2 2016 | Q4 2018 | 11 |
RONALD BLUE & CO LLC | 10 | 1 | 0.00% | 0.06% | 0.08% | Q2 2013 | Q2 2017 | 11 |
FINANCIAL COUNSELORS INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Capital Bank & Trust Co | 11 | 11 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q4 2019 | 11 |
Capital World Investors | 11 | 11 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q4 2015 | 11 |
Bartlett & Co. LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 11 |
MUFG Americas Holdings Corp | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2021 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 4 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 11 |
CASTLEARK MANAGEMENT LLC | 6 | 1 | 0.08% | 0.13% | 0.26% | Q2 2013 | Q4 2021 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.01% | 0.03% | 0.08% | Q2 2016 | Q4 2018 | 11 |
BANCORPSOUTH INC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q3 2017 | 11 |
Virtu KCG Holdings LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q2 2017 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Steinberg Global Asset Management | 11 | 11 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2015 | 11 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 11 |
Inspire Advisors, LLC | 8 | 3 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 11 |
First Personal Financial Services | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2019 | 11 |
CADENCE BANK NA | 6 | 5 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q1 2016 | 11 |
First Allied Advisory Services, Inc. | 8 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2020 | 11 |
NAVELLIER & ASSOCIATES INC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
180 WEALTH ADVISORS, LLC | 7 | 3 | 0.03% | 0.07% | 0.13% | Q4 2017 | Q3 2020 | 10 |
TELEMUS CAPITAL, LLC | 9 | 1 | 0.02% | 0.04% | 0.08% | Q3 2013 | Q2 2019 | 10 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2020 | 10 |
Engineers Gate Manager LP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q1 2023 | 10 |
Enterprise Trust & Investment Co | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
WRAPMANAGER INC | 9 | 1 | 0.09% | 0.16% | 0.20% | Q4 2015 | Q2 2019 | 10 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.04% | 0.22% | 0.36% | Q1 2015 | Q2 2017 | 10 |
EAGLE GLOBAL ADVISORS LLC | 7 | 1 | 0.02% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 10 |
PEAPACK GLADSTONE FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
OPPENHEIMER & CO INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 10 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.02% | 0.05% | 0.18% | Q2 2013 | Q1 2020 | 10 |
Convergence Investment Partners, LLC | 9 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2018 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 9 | 1 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q2 2019 | 10 |
Lenox Wealth Management, Inc. | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q2 2020 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
WESTWOOD HOLDINGS GROUP INC | 10 | 10 | 0.01% | 0.06% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.00% | 0.04% | 0.06% | Q3 2020 | Q4 2022 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.05% | 0.13% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Smithfield Trust Co | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2022 | 9 |
BANK OF HAWAII | 7 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 9 |
Foyston, Gordon, & Payne Inc | 9 | 9 | 0.52% | 0.59% | 0.69% | Q3 2014 | Q3 2016 | 9 |
River Road Asset Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 9 |
Mariner, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Dana Investment Advisors, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
PORTLAND INVESTMENT COUNSEL INC. | 9 | 9 | 0.10% | 0.19% | 0.29% | Q2 2014 | Q2 2016 | 9 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q2 2020 | 9 |
Integrated Investment Consultants, LLC | 6 | 1 | 0.05% | 0.07% | 0.10% | Q4 2015 | Q2 2019 | 9 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 9 |
Optas, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2022 | 9 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 9 |
Parkside Financial Bank & Trust | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 9 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 9 |
Intercontinental Wealth Advisors, LLC | 9 | 9 | 0.08% | 0.17% | 0.31% | Q4 2015 | Q4 2017 | 9 |
Vanguard Capital Wealth Advisors | 9 | 9 | 0.10% | 0.29% | 0.78% | Q3 2021 | Q3 2023 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 9 |
LORD, ABBETT & CO. LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2016 | 9 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
Fieldpoint Private Securities, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
Yorktown Management & Research Co Inc | 9 | 9 | 0.02% | 0.06% | 0.08% | Q1 2016 | Q1 2018 | 9 |
TEACHERS ADVISORS, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 9 |
COMERICA SECURITIES,INC. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 9 |
Keudell/Morrison Wealth Management | 4 | 2 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q4 2022 | 9 |
WASHINGTON TRUST BANK | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2019 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.08% | 0.11% | 0.12% | Q2 2013 | Q2 2015 | 9 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.01% | 0.04% | 0.11% | Q4 2015 | Q1 2022 | 9 |
DAVENPORT & Co LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Allworth Financial LP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
Allianz Asset Management GmbH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Spot Trading L.L.C | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
DC Investments Management, LLC | 7 | 1 | 0.07% | 0.18% | 0.36% | Q3 2018 | Q4 2020 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CENTRAL TRUST Co | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 8 |
Sandy Spring Bank | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 8 |
Lantz Financial LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q4 2022 | 8 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q4 2018 | 8 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 8 |
Neuburgh Advisers LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q3 2018 | 8 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2018 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
HHM Wealth Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Financial Management Professionals, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 8 | 0.00% | 0.04% | 0.14% | Q1 2020 | Q4 2021 | 8 |
Cambridge Investment Research Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 8 |
Jefferies Group LLC | 8 | 8 | 0.06% | 0.10% | 0.15% | Q2 2015 | Q1 2017 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Flinton Capital Management LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q3 2018 | 8 |
Qtron Investments LLC | 8 | 8 | 0.06% | 0.13% | 0.20% | Q1 2021 | Q4 2022 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
Israel Discount Bank of New York | 8 | 8 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q1 2019 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.08% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
MATHER GROUP, LLC. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Sonora Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
AXA S.A. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 7 |
MSI Financial Services Inc | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 7 |
EP Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.04% | 0.09% | 0.15% | Q3 2021 | Q1 2023 | 7 |
Beacon Pointe Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
PZENA INVESTMENT MANAGEMENT LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
CIBC BANK USA | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 7 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 7 |
Five Oceans Advisors | 7 | 7 | 0.08% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 7 |
ROCKEFELLER FINANCIAL SERVICES INC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 7 |
Geneos Wealth Management Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2015 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 7 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2022 | 7 |
Weaver Consulting Group | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q4 2021 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
HERNDON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 6 | 0.07% | 0.13% | 0.15% | Q2 2017 | Q3 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 6 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2022 | 6 |
NORDEA INVESTMENT MANAGEMENT AB | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2020 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q2 2019 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
RENAISSANCE GROUP LLC | 6 | 6 | 0.42% | 0.52% | 0.58% | Q4 2014 | Q1 2016 | 6 |
Archford Capital Strategies, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2016 | 6 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q2 2020 | 6 |
Principal Street Partners, LLC | 6 | 6 | 0.02% | 0.06% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Quantinno Capital Management LP | 6 | 6 | 0.01% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Crow Point Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2014 | Q3 2015 | 6 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2019 | 6 |
Nuveen Asset Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
NEW YORK STATE COMMON RETIREMENT FUND | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.05% | 0.19% | Q4 2014 | Q4 2020 | 6 |
Choate Investment Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 6 |
BREMER TRUST NATIONAL ASSOCIATION | 5 | 1 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q3 2016 | 6 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 6 |
Gilbert & Cook, Inc. | 5 | 1 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q2 2019 | 6 |
Nokota Management, LP | 6 | 6 | 0.14% | 0.51% | 0.71% | Q2 2013 | Q3 2014 | 6 |
Legacy Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.15% | 0.18% | 0.22% | Q2 2022 | Q3 2023 | 6 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 5 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 5 |
OppenheimerFunds, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q4 2022 | 5 |
Cypress Wealth Advisors LLC | 5 | 5 | 0.03% | 0.06% | 0.08% | Q1 2016 | Q1 2017 | 5 |
1st Global Advisors, Inc. | 3 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 5 |
HSBC HOLDINGS PLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 5 |
Crescent Grove Advisors, LLC | 5 | 5 | 0.01% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Cable Hill Partners, LLC | 4 | 1 | 0.01% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 5 |
Grove Bank & Trust | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 5 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q4 2018 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q1 2023 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.48% | 0.57% | 0.69% | Q3 2022 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Intersect Capital LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2022 | 5 |
Vident Investment Advisory, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
DRIVE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 5 |
MCIA Inc | 3 | 2 | 0.00% | 0.10% | 0.27% | Q2 2017 | Q1 2021 | 5 |
PRENTISS SMITH & CO INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
WealthStone, Inc. | 4 | 1 | 0.00% | 0.44% | 0.76% | Q2 2019 | Q1 2021 | 5 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 5 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Gradient Investments LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Camelot Portfolios, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2017 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2019 | 5 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
CIM INVESTMENT MANAGEMENT INC | 4 | 1 | 0.04% | 0.08% | 0.10% | Q1 2014 | Q2 2017 | 5 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 1 | 0.04% | 0.08% | 0.10% | Q4 2013 | Q4 2015 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q1 2021 | 5 |
ALTFEST L J & CO INC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.05% | 0.06% | 0.10% | Q4 2020 | Q2 2023 | 5 |
BRANDES INVESTMENT PARTNERS, LP | 4 | 4 | 0.52% | 0.72% | 0.86% | Q4 2012 | Q3 2013 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.15% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Lourd Capital, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q4 2018 | 4 |
HAP Trading, LLC | 2 | 1 | 0.21% | 0.28% | 0.36% | Q2 2022 | Q3 2023 | 4 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Seawolf Capital, LLC | 2 | 1 | 0.97% | 2.55% | 4.04% | Q4 2013 | Q1 2017 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
CIBC Asset Management Inc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Stonebridge Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 4 |
CHANNING GLOBAL ADVISORS, LLC | 4 | 4 | 0.10% | 0.26% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q1 2021 | Q3 2022 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.08% | 0.13% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Axiom Investment Management LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q3 2022 | 4 |
abrdn Investment Management Ltd | 2 | 2 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2014 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
PDT Partners, LLC | 2 | 1 | 0.01% | 0.09% | 0.15% | Q3 2014 | Q1 2017 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Zweig-DiMenna Associates LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2018 | 4 |
SCHWARTZ INVESTMENT COUNSEL INC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2015 | Q4 2015 | 4 |
ORBIS HOLDINGS LTD | 4 | 4 | 0.02% | 0.05% | 0.06% | Q1 2015 | Q4 2015 | 4 |
COMMERCE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 4 | 4 | 0.74% | 0.83% | 0.89% | Q2 2013 | Q1 2014 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.09% | 0.13% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Sound Income Strategies, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Caption Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
One Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 4 |
CONNING INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2021 | 4 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 4 |
Avior Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
Fiera Capital Corp | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2014 | 4 |
Capricorn Fund Managers Ltd | 2 | 1 | 1.08% | 1.73% | 3.15% | Q2 2022 | Q3 2023 | 4 |
Tranquility Partners, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q1 2020 | 4 |
TORONTO DOMINION BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BOSTON ADVISORS LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
New England Private Wealth Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q3 2014 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
RPg Family Wealth Advisory, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 4 |
NorthCoast Asset Management LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2013 | Q4 2015 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2017 | 4 |
DEERE & CO | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 4 |
Waverly Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 4 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2019 | 4 |
TRUEWEALTH LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WESBANCO BANK INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 4 |
Princeton Alpha Management LP | 3 | 1 | 0.04% | 0.11% | 0.21% | Q4 2014 | Q4 2015 | 4 |
IBERIABANK CORP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q2 2019 | 4 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 4 |
FIRST HAWAIIAN BANK | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Ativo Capital Management LLC | 4 | 4 | 0.07% | 0.45% | 0.83% | Q2 2013 | Q1 2014 | 4 |
CITY HOLDING CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 4 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 4 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 4 |
SIT INVESTMENT ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.10% | 0.14% | 0.19% | Q3 2014 | Q1 2015 | 3 |
First Affirmative Financial Network | 3 | 3 | 0.10% | 0.12% | 0.14% | Q2 2023 | Q4 2023 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Euclid Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Jump Financial, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Banco Santander, S.A. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
WFG Advisors, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EWA, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Opes Advisors Inc | 2 | 1 | 0.05% | 0.06% | 0.07% | Q2 2017 | Q1 2018 | 3 |
Joel Isaacson & Co., LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 3 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q4 2022 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Georgetown University | 3 | 3 | 0.43% | 0.49% | 0.56% | Q1 2023 | Q3 2023 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Dakota Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 3 |
Sepio Capital, LP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 3 |
Platte River Capital LLC | 2 | 1 | 0.04% | 0.17% | 0.29% | Q2 2013 | Q1 2014 | 3 |
First City Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Invictus RG Pte. Ltd. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2015 | 3 |
Moreno Evelyn V | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q1 2021 | 3 |
STERNE AGEE GROUP, INC. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q1 2015 | 3 |
XY Capital Ltd | 2 | 1 | 0.65% | 2.27% | 3.83% | Q4 2022 | Q3 2023 | 3 |
Standard Family Office LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 3 |
Independent Advisor Alliance | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2016 | Q4 2016 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Janney Capital Management LLC | 3 | 3 | 0.00% | 0.37% | 0.60% | Q2 2015 | Q4 2015 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ninety One UK Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bollard Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Hardman Johnston Global Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q2 2014 | 3 |
COWEN INC. | 2 | 1 | 0.29% | 1.14% | 1.73% | Q3 2018 | Q2 2019 | 3 |
BSW Wealth Partners | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2021 | 3 |
StoneX Group Inc. | 2 | 1 | 0.02% | 0.18% | 0.30% | Q3 2021 | Q2 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Wambolt & Associates, LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q4 2018 | Q2 2019 | 3 |
Argent Trust Co | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q4 2017 | 3 |
Candriam S.C.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Bellecapital International Ltd. | 3 | 3 | 0.06% | 0.14% | 0.21% | Q2 2016 | Q4 2016 | 3 |
DRW Securities, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q1 2020 | 3 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 2 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 2 |
Bluefin Trading, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 2 |
SAMLYN CAPITAL, LLC | 2 | 2 | 0.11% | 0.24% | 0.36% | Q4 2022 | Q1 2023 | 2 |
Ergoteles LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2016 | Q3 2016 | 2 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
BBVA USA | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BBR PARTNERS, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2019 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2015 | 2 |
MARATHON ASSET MANAGEMENT LP | 2 | 2 | 0.14% | 1.13% | 2.12% | Q2 2013 | Q3 2013 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Blueshift Asset Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Nilsine Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.05% | 0.08% | Q3 2013 | Q3 2016 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q2 2018 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2017 | 2 |
Hoxton Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Verition Fund Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Invictus RG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Employees Retirement System of Texas | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 2 |
Salient Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.07% | 0.09% | Q3 2022 | Q1 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 2 |
COBALT CAPITAL MANAGEMENT, INC. | 2 | 2 | 1.30% | 1.55% | 1.79% | Q2 2013 | Q3 2013 | 2 |
Capstone Investment Advisors (Netherlands), B.V. | 1 | 1 | 0.66% | 0.94% | 1.22% | Q4 2016 | Q2 2017 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Quent Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Accel Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.17% | 0.24% | 0.30% | Q2 2015 | Q3 2015 | 2 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.12% | 0.25% | 0.37% | Q2 2021 | Q1 2022 | 2 |
ING GROEP NV | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q4 2017 | Q1 2018 | 2 |
Glass Jacobson Investment Advisors llc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BALASA DINVERNO & FOLTZ LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Athos Capital Ltd | 2 | 2 | 0.54% | 0.65% | 0.77% | Q2 2020 | Q3 2020 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
Centiva Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
PITCAIRN CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
Leucadia National | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q4 2018 | 2 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
GlobalBridge, Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2013 | Q1 2014 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.23% | 0.24% | 0.25% | Q4 2016 | Q4 2020 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q2 2014 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.08% | 0.13% | Q4 2016 | Q4 2020 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Infini Capital Management Ltd | 1 | 1 | 4.07% | 4.07% | 4.07% | Q4 2020 | Q4 2020 | 1 |
FORA Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Leap Investments LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Wedmont Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Glovista Investments LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2014 | Q3 2014 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Enterprise Bank & Trust Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
HARDING LOEVNER LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DGS Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Connective Portfolio Management, LLC | 1 | 1 | 3.76% | 3.76% | 3.76% | Q4 2022 | Q4 2022 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
ARGA Investment Management, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2017 | Q4 2017 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Palisade Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2015 | Q2 2015 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Stokes Family Office, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Airain ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Infini Master Fund | 1 | 1 | 4.07% | 4.07% | 4.07% | Q4 2020 | Q4 2020 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Redwood Wealth Management Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Physician Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2023 | Q1 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Henry James International Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CI Global Investments Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2013 | Q2 2013 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ArchPoint Investors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
G&S Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
External links
This page lists all the filers that currently own SUMITOMO MITSUI FINL GROUP I or have owned SUMITOMO MITSUI FINL GROUP I in the past.