Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 58 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 57 |
CITIGROUP INC | 20 | 20 | 0.00% | 0.01% | 0.11% | Q4 2018 | Q3 2023 | 40 |
Cutler Group LLC / CA | 8 | 7 | 0.00% | 0.00% | 0.04% | Q2 2019 | Q1 2023 | 40 |
BARCLAYS PLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 38 |
GLENMEDE TRUST CO NA | 25 | 2 | 0.00% | 0.00% | 0.03% | Q4 2013 | Q3 2023 | 38 |
Walleye Trading LLC | 12 | 4 | 0.00% | 0.04% | 0.19% | Q1 2019 | Q3 2023 | 37 |
AMERIPRISE FINANCIAL INC | 20 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 26 | 9 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2022 | 35 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.04% | 0.13% | Q2 2015 | Q3 2023 | 34 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 34 |
CLEAR STREET MARKETS LLC | 18 | 18 | 0.00% | 0.45% | 1.40% | Q2 2019 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 16 | 3 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q3 2023 | 32 |
UBS Group AG | 20 | 20 | 0.00% | 0.00% | 0.08% | Q4 2018 | Q3 2023 | 28 |
NOMURA HOLDINGS INC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q2 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q1 2020 | 28 |
First Horizon Advisors, Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 27 |
CSS LLC/IL | 9 | 9 | 0.00% | 0.11% | 0.31% | Q1 2019 | Q1 2021 | 26 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.07% | 0.65% | Q1 2019 | Q3 2023 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Geneos Wealth Management Inc. | 22 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
MILLENNIUM MANAGEMENT LLC | 11 | 3 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 23 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 23 |
Pinnacle Wealth Planning Services, Inc. | 19 | 3 | 0.05% | 0.18% | 0.61% | Q1 2018 | Q3 2023 | 22 |
D. E. Shaw & Co., Inc. | 8 | 2 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 21 |
PNC FINANCIAL SERVICES GROUP, INC. | 20 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 21 |
GOLDMAN SACHS GROUP INC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 21 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 21 |
OPPENHEIMER ASSET MANAGEMENT INC. | 20 | 20 | 0.05% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 20 |
NATIXIS ADVISORS, L.P. | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 20 | 20 | 0.44% | 0.53% | 0.70% | Q4 2018 | Q3 2023 | 20 |
JPMORGAN CHASE & CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Thomas J. Herzfeld Advisors, Inc. | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
BALDWIN BROTHERS LLC/MA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2023 | 20 |
Mondrian Investment Partners LTD | 20 | 20 | 1.12% | 1.54% | 2.00% | Q4 2018 | Q3 2023 | 20 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 20 |
BRANDES INVESTMENT PARTNERS, LP | 20 | 20 | 0.05% | 0.67% | 0.96% | Q4 2018 | Q3 2023 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
JANUS HENDERSON GROUP PLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
JFS WEALTH ADVISORS, LLC | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
TRUIST FINANCIAL CORP | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
FIFTH THIRD BANCORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Bank of New York Mellon Corp | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Pacer Advisors, Inc. | 13 | 7 | 0.01% | 0.05% | 0.11% | Q2 2018 | Q3 2023 | 20 |
NORTHERN TRUST CORP | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
HighTower Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 20 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Covenant Partners, LLC | 20 | 20 | 0.16% | 0.39% | 0.69% | Q4 2018 | Q3 2023 | 20 |
SIGNATUREFD, LLC | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Gradient Investments LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
SEI INVESTMENTS CO | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
DIMENSIONAL FUND ADVISORS LP | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Front Row Advisors LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
VAN ECK ASSOCIATES CORP | 19 | 19 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
HERITAGE INVESTORS MANAGEMENT CORP | 19 | 19 | 0.08% | 0.21% | 0.32% | Q1 2019 | Q3 2023 | 19 |
FRANKLIN RESOURCES INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MML INVESTORS SERVICES, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MACQUARIE GROUP LTD | 19 | 19 | 0.04% | 0.10% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Checchi Capital Advisers, LLC | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
HUNTINGTON NATIONAL BANK | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
BLAIR WILLIAM & CO/IL | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Legal & General Group Plc | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
VANGUARD GROUP INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
LPL Financial LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
STIFEL FINANCIAL CORP | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Allworth Financial LP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
ROTHSCHILD INVESTMENT LLC /IL | 19 | 19 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Cranbrook Wealth Management, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Smithfield Trust Co | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 19 |
TFG Asset Management GP Ltd | 19 | 19 | 0.19% | 1.86% | 5.37% | Q1 2019 | Q3 2023 | 19 |
Laird Norton Wetherby Wealth Management, LLC | 19 | 19 | 0.04% | 0.08% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Parallel Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Riggs Asset Managment Co. Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.16% | 0.41% | 0.83% | Q1 2019 | Q3 2023 | 19 |
Pinnacle Bancorp, Inc. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.01% | 0.13% | 0.22% | Q1 2019 | Q3 2023 | 19 |
FINANCIAL COUNSELORS INC | 19 | 19 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
American Assets Investment Management, LLC | 19 | 19 | 0.08% | 0.15% | 0.25% | Q1 2019 | Q3 2023 | 19 |
WHITTIER TRUST CO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
IMA Wealth, Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Cerity Partners LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Sutton Wealth Advisors Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Archer Investment Corp | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Creative Planning | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Lindbrook Capital, LLC | 19 | 19 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
WHITTIER TRUST CO OF NEVADA INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 12 | 7 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
MOTCO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
BANK OF MONTREAL /CAN/ | 16 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
BlackRock Inc. | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
VALLEY NATIONAL ADVISERS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 18 |
Cubist Systematic Strategies, LLC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q2 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Renaissance Technologies | 18 | 18 | 0.01% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2022 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Tekla Capital Management LLC | 18 | 18 | 0.06% | 0.11% | 0.16% | Q1 2019 | Q2 2023 | 18 |
KELLEHER FINANCIAL ADVISORS | 18 | 18 | 0.14% | 0.24% | 0.39% | Q2 2019 | Q3 2023 | 18 |
Simplicity Solutions, LLC | 18 | 18 | 0.00% | 0.12% | 0.42% | Q2 2019 | Q3 2023 | 18 |
FIRST TRUST ADVISORS LP | 11 | 6 | 0.00% | 0.03% | 0.11% | Q1 2019 | Q3 2023 | 17 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 5 | 0.01% | 0.07% | 0.30% | Q1 2019 | Q3 2023 | 17 |
COMERICA BANK | 17 | 17 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 17 |
Oakworth Capital, Inc. | 17 | 17 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q1 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
JOHNSON INVESTMENT COUNSEL INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
CREDIT SUISSE AG/ | 17 | 17 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q4 2022 | 17 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
ASSETMARK, INC | 9 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
PEAK6 Investments LLC | 8 | 1 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q4 2022 | 17 |
DEUTSCHE BANK AG\ | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 17 |
Ellevest, Inc. | 16 | 16 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
BerganKDV Wealth Management, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 16 |
SG Americas Securities, LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q4 2022 | 16 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 2 | 0.00% | 0.04% | 0.20% | Q4 2018 | Q3 2023 | 16 |
Lumbard & Kellner, LLC | 16 | 16 | 0.72% | 1.05% | 1.52% | Q1 2019 | Q4 2022 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 16 |
Capital Advisors, Ltd. LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
Plante Moran Financial Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 16 |
Centerpoint Advisors, LLC | 16 | 16 | 0.16% | 0.35% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.12% | 0.21% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Glassman Wealth Services | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Manchester Capital Management LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
American Portfolios Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
LMR Partners LLP | 7 | 2 | 0.02% | 0.81% | 2.95% | Q1 2019 | Q3 2023 | 15 |
Gemmer Asset Management LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 15 |
Hudock, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.01% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 15 |
FNY Investment Advisers, LLC | 6 | 1 | 0.00% | 0.61% | 2.21% | Q2 2018 | Q1 2023 | 15 |
Tower Research Capital LLC (TRC) | 7 | 2 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Cedar Mountain Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
DELTA ASSET MANAGEMENT LLC/TN | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
GREENLEAF TRUST | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
MANAGED ASSET PORTFOLIOS, LLC | 15 | 15 | 1.25% | 3.07% | 4.12% | Q1 2020 | Q3 2023 | 15 |
AMERICAN CENTURY COMPANIES INC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BESSEMER GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Cohen Klingenstein LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2022 | 15 |
Cambridge Investment Research Advisors, Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Advisors Asset Management, Inc. | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 4 | 1 | 0.01% | 0.10% | 0.50% | Q4 2018 | Q3 2023 | 14 |
Lee Financial Co | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
Twin Tree Management, LP | 8 | 4 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Dorsey & Whitney Trust CO LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 14 |
BREWIN DOLPHIN LTD | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
AdvisorNet Financial, Inc | 8 | 6 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.01% | 0.04% | 0.14% | Q2 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Crossmark Global Holdings, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Tradewinds Capital Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
Aperio Group, LLC | 9 | 4 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q4 2020 | 13 |
OLD MISSION CAPITAL LLC | 7 | 1 | 0.01% | 0.21% | 1.01% | Q1 2019 | Q3 2023 | 13 |
Blackcrane Capital, LLC | 13 | 13 | 0.52% | 4.22% | 19.29% | Q1 2019 | Q1 2022 | 13 |
CULLEN/FROST BANKERS, INC. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 13 |
American Research & Management Co. | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 13 |
Tarbox Family Office, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 13 |
GEODE CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 13 |
STATE STREET CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
REDWOOD CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.16% | 0.89% | 2.30% | Q1 2019 | Q1 2022 | 13 |
Covington Capital Management | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
SEARLE & CO. | 13 | 13 | 0.16% | 0.32% | 0.47% | Q1 2019 | Q1 2022 | 13 |
M&T BANK CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
EATON VANCE MANAGEMENT | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
SG3 Management, LLC | 7 | 1 | 0.00% | 0.03% | 0.22% | Q1 2019 | Q4 2021 | 13 |
Freestone Capital Holdings, LLC | 11 | 2 | 0.01% | 0.05% | 0.18% | Q4 2018 | Q1 2022 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 13 |
First Light Asset Management, LLC | 10 | 3 | 0.02% | 0.24% | 1.09% | Q1 2019 | Q3 2023 | 13 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7 | 6 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 13 |
Edge Wealth Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 12 |
TD ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
EXANE DERIVATIVES | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 12 |
Russell Investments Group, Ltd. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 12 |
JNBA Financial Advisors | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Private Advisor Group, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Morningstar Investment Services LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2021 | 12 |
GMT CAPITAL CORP | 12 | 12 | 0.64% | 2.24% | 3.72% | Q1 2019 | Q4 2021 | 12 |
ADVISOR PARTNERS LLC | 11 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q2 2022 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 12 |
PARK AVENUE SECURITIES LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Kovitz Investment Group Partners, LLC | 12 | 12 | 0.03% | 0.07% | 0.16% | Q1 2019 | Q4 2021 | 12 |
CNB Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 11 |
Bartlett & Co. LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2023 | 11 |
Epoch Investment Partners, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 11 |
PINNACLE ASSOCIATES LTD | 11 | 11 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q3 2021 | 11 |
BSW Wealth Partners | 11 | 11 | 0.06% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
CIBC Asset Management Inc | 11 | 11 | 0.02% | 0.09% | 0.14% | Q1 2019 | Q3 2021 | 11 |
Sound Income Strategies, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 11 |
First Trust Direct Indexing L.P. | 7 | 4 | 0.04% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 11 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.01% | 0.09% | 0.23% | Q2 2019 | Q4 2022 | 11 |
Berman Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 11 |
Ironwood Financial, llc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
GABELLI FUNDS LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2021 | 11 |
Hudson Bay Capital Management LP | 6 | 5 | 0.00% | 0.14% | 0.55% | Q4 2018 | Q3 2022 | 11 |
Glenview Capital Management | 11 | 11 | 2.41% | 5.56% | 9.40% | Q1 2019 | Q3 2021 | 11 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 11 |
DIKER MANAGEMENT LLC | 8 | 3 | 0.08% | 0.11% | 0.15% | Q1 2019 | Q4 2021 | 11 |
PRICE T ROWE ASSOCIATES INC /MD/ | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ETF MANAGERS GROUP, LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 11 |
Laurel Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
Valeo Financial Advisors, LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Moser Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2022 | 10 |
North Star Investment Management Corp. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q2 2022 | 10 |
Avalon Investment & Advisory | 9 | 1 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q4 2021 | 10 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
M&R CAPITAL MANAGEMENT INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 10 |
Sippican Capital Advisors | 10 | 10 | 0.15% | 0.88% | 1.30% | Q2 2021 | Q3 2023 | 10 |
TORONTO DOMINION BANK | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 10 |
HighPoint Advisor Group LLC | 4 | 1 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q2 2022 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
RAYMOND JAMES TRUST N.A. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
DAVIDSON INVESTMENT ADVISORS | 10 | 10 | 0.49% | 0.82% | 1.09% | Q1 2019 | Q2 2021 | 10 |
Capital Research Global Investors | 6 | 4 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 10 |
OLD NATIONAL BANCORP /IN/ | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Manning & Napier Group, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 10 |
GUGGENHEIM CAPITAL LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 10 |
Caprock Group, LLC | 4 | 1 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 10 |
PANAGORA ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
RMB Capital Management, LLC | 10 | 10 | 0.11% | 0.14% | 0.18% | Q2 2013 | Q3 2015 | 10 |
CoreFirst Bank & Trust | 9 | 9 | 0.00% | 0.06% | 0.11% | Q4 2020 | Q4 2022 | 9 |
Ellis Investment Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 9 |
SVB WEALTH LLC | 5 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
MAI Capital Management | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 9 |
BDO Wealth Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 9 |
Cutter & CO Brokerage, Inc. | 9 | 9 | 0.11% | 0.16% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Quilter Plc | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
SHELTON CAPITAL MANAGEMENT | 9 | 9 | 0.01% | 0.04% | 0.18% | Q1 2019 | Q1 2021 | 9 |
Baldwin Investment Management, LLC | 9 | 9 | 0.10% | 0.18% | 0.23% | Q1 2019 | Q1 2021 | 9 |
Exane Asset Management | 9 | 9 | 0.51% | 2.39% | 9.21% | Q4 2018 | Q4 2020 | 9 |
NEW ENGLAND ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.02% | 0.02% | Q1 2019 | Q1 2021 | 9 |
FIRST MANHATTAN CO. LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
Nuveen Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 9 |
TRUST CO OF VERMONT | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
MEEDER ASSET MANAGEMENT INC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.02% | 0.14% | 0.38% | Q4 2019 | Q4 2022 | 9 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 9 |
Catalyst Capital Advisors LLC | 6 | 3 | 0.00% | 0.06% | 0.11% | Q1 2019 | Q3 2021 | 9 |
Virtu Financial LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q2 2023 | 9 |
Paulson & Co. | 9 | 9 | 1.98% | 5.31% | 7.67% | Q1 2019 | Q1 2021 | 9 |
EAGLE GLOBAL ADVISORS LLC | 9 | 9 | 0.08% | 0.19% | 0.28% | Q1 2019 | Q1 2021 | 9 |
MARSHALL WACE, LLP | 9 | 9 | 0.00% | 0.14% | 0.57% | Q1 2019 | Q1 2021 | 9 |
Maso Capital Partners Ltd | 8 | 8 | 0.45% | 1.20% | 1.81% | Q1 2019 | Q4 2020 | 8 |
Summit Global Investments | 6 | 2 | 0.09% | 0.20% | 0.37% | Q2 2020 | Q3 2023 | 8 |
Point72 Asset Management, L.P. | 3 | 1 | 0.03% | 0.09% | 0.15% | Q1 2019 | Q2 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Janney Montgomery Scott LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Clean Yield Group | 7 | 1 | 0.00% | 2.71% | 3.81% | Q1 2019 | Q3 2023 | 8 |
Compagnie Lombard Odier SCmA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
CANADA PENSION PLAN INVESTMENT BOARD | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 8 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 8 |
Gould Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 8 |
RPG Investment Advisory, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.02% | 0.14% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q2 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
AllSquare Wealth Management LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LS Investment Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 8 |
Cornerstone Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Legacy Financial Advisors, Inc. | 7 | 1 | 0.00% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 8 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q1 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.06% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
SkyOak Wealth, LLC | 8 | 8 | 0.07% | 0.11% | 0.16% | Q4 2019 | Q3 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Lenox Wealth Management, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 8 |
Adelphi Capital LLP | 8 | 8 | 26.79% | 33.07% | 39.13% | Q1 2019 | Q4 2020 | 8 |
STEPHENS INC /AR/ | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 8 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Sargent Bickham Lagudis LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 7 |
Ridgewood Investments LLC | 7 | 7 | 0.06% | 0.32% | 0.44% | Q4 2021 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CREDIT AGRICOLE S A | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
People's United Financial, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
WASHINGTON TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Avestar Capital, LLC | 4 | 3 | 0.00% | 0.07% | 0.13% | Q4 2018 | Q3 2021 | 7 |
FIL Ltd | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
SHINE INVESTMENT ADVISORY SERVICES INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Pacific Center for Financial Services | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Cinctive Capital Management LP | 7 | 7 | 0.24% | 0.55% | 0.91% | Q4 2019 | Q2 2021 | 7 |
Beacon Pointe Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Blueshift Asset Management, LLC | 2 | 1 | 0.02% | 0.08% | 0.16% | Q1 2019 | Q2 2022 | 7 |
ROPES WEALTH ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Skandinaviska Enskilda Banken AB (publ) | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 7 |
D.A. DAVIDSON & CO. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 7 |
Ballentine Partners, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.06% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Vectors Research Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2020 | 7 |
LifePlan Financial Group, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Marshall Wace North America L.P. | 5 | 2 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q2 2021 | 7 |
AXA S.A. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Sequoia Financial Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Invesco Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 7 |
Qtron Investments LLC | 7 | 7 | 0.04% | 0.11% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 7 |
Mizuho Securities Co. Ltd. | 5 | 2 | 0.14% | 0.34% | 0.70% | Q2 2020 | Q1 2022 | 7 |
Five Oceans Advisors | 7 | 7 | 0.15% | 0.19% | 0.22% | Q1 2022 | Q3 2023 | 7 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 7 |
Financial Management Professionals, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Aaron Wealth Advisors LLC | 3 | 1 | 0.03% | 0.14% | 0.40% | Q4 2020 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Anchor Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
HOWE & RUSLING INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Kalos Management, Inc. | 7 | 7 | 0.67% | 0.80% | 0.93% | Q4 2019 | Q2 2021 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Bayesian Capital Management, LP | 4 | 1 | 0.06% | 0.08% | 0.14% | Q1 2020 | Q4 2021 | 6 |
Coastal Bridge Advisors, LLC | 6 | 6 | 0.04% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
OLD SECOND NATIONAL BANK OF AURORA | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 6 |
ClearBridge Investments | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q2 2023 | 6 |
Concord Wealth Partners | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
ARK Investment Management | 6 | 6 | 0.12% | 0.43% | 0.68% | Q3 2020 | Q4 2021 | 6 |
TWO SIGMA ADVISERS, LP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 6 |
SYNOVUS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Clal Insurance Enterprises Holdings Ltd | 6 | 6 | 0.01% | 0.62% | 1.08% | Q2 2022 | Q3 2023 | 6 |
Calvert Investment Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2015 | 6 |
TWO SIGMA INVESTMENTS, LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Athos Capital Ltd | 3 | 3 | 0.39% | 0.83% | 1.80% | Q1 2019 | Q4 2020 | 6 |
Asset Dedication, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
COZAD ASSET MANAGEMENT INC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.15% | 0.19% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Financial Architects, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q2 2022 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
West Family Investments, Inc. | 6 | 6 | 0.07% | 0.14% | 0.26% | Q2 2021 | Q3 2022 | 6 |
Crewe Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.03% | 0.36% | 1.08% | Q1 2019 | Q2 2023 | 5 |
MAVERICK CAPITAL LTD | 5 | 5 | 0.10% | 0.28% | 0.47% | Q4 2018 | Q4 2019 | 5 |
Claret Asset Management Corp | 5 | 5 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q1 2020 | 5 |
EP Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 5 |
BOKF, NA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 5 |
MILLER VALUE PARTNERS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
NumerixS Investment Technologies Inc | 3 | 2 | 0.00% | 0.07% | 0.10% | Q1 2019 | Q2 2020 | 5 |
Larson Financial Group LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 5 |
WADE G W & INC | 3 | 2 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2022 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.14% | 0.21% | 0.28% | Q1 2019 | Q1 2020 | 5 |
UBS ASSET MANAGEMENT AMERICAS INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Sterling Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 5 |
TIG Advisors, LLC | 5 | 5 | 0.32% | 1.03% | 1.27% | Q4 2018 | Q4 2019 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Orbimed Advisors | 3 | 3 | 0.21% | 0.26% | 0.32% | Q1 2019 | Q3 2019 | 5 |
HighMark Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q4 2020 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Endurant Capital Management LP | 3 | 1 | 0.57% | 3.27% | 6.51% | Q1 2019 | Q3 2022 | 5 |
Corient Capital Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Velanne Asset Management Ltd | 5 | 5 | 0.07% | 2.82% | 3.97% | Q4 2018 | Q4 2019 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.68% | 0.74% | 0.82% | Q3 2022 | Q3 2023 | 5 |
FORA Capital, LLC | 3 | 1 | 0.01% | 0.06% | 0.12% | Q4 2019 | Q1 2022 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
West Branch Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
REGENTATLANTIC CAPITAL LLC | 5 | 5 | 0.02% | 0.06% | 0.12% | Q1 2019 | Q1 2020 | 5 |
LEUTHOLD GROUP, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2023 | 5 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Yorktown Management & Research Co Inc | 4 | 1 | 0.14% | 0.23% | 0.29% | Q3 2019 | Q1 2023 | 5 |
AlphaCentric Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
TRUE Private Wealth Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 5 |
Prestige Wealth Management Group LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
GAMCO INVESTORS, INC. ET AL | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
SECTOR GAMMA AS | 4 | 4 | 0.10% | 1.71% | 2.37% | Q1 2019 | Q4 2019 | 4 |
Probity Advisors, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 4 |
Quantamental Technologies LLC | 2 | 1 | 0.02% | 0.19% | 0.42% | Q3 2019 | Q3 2023 | 4 |
First Command Financial Services, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Caption Management, LLC | 2 | 1 | 0.02% | 0.11% | 0.28% | Q1 2019 | Q1 2021 | 4 |
Mount Yale Investment Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q2 2022 | 4 |
DC Investments Management, LLC | 4 | 4 | 0.24% | 0.26% | 0.30% | Q1 2019 | Q4 2019 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WEATHERLY ASSET MANAGEMENT L. P. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q4 2019 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Community Bank, N.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 4 |
Rehmann Capital Advisory Group | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
PEOPLES FINANCIAL SERVICES CORP. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Melqart Asset Management (UK) Ltd | 4 | 4 | 2.00% | 2.50% | 2.80% | Q1 2019 | Q4 2019 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Bluefin Trading, LLC | 2 | 2 | 0.00% | 0.90% | 3.55% | Q4 2018 | Q1 2019 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aquatic Capital Management LLC | 2 | 2 | 0.04% | 0.09% | 0.24% | Q2 2022 | Q3 2023 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
THOMAS WHITE INTERNATIONAL LTD | 4 | 4 | 0.28% | 0.30% | 0.36% | Q1 2019 | Q4 2019 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.06% | 0.10% | 0.17% | Q1 2021 | Q1 2023 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 4 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Asio Capital, LLC | 4 | 4 | 0.85% | 1.03% | 1.16% | Q4 2019 | Q3 2020 | 4 |
Capricorn Fund Managers Ltd | 2 | 1 | 1.10% | 3.29% | 6.01% | Q4 2021 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
COWEN INC. | 3 | 3 | 0.01% | 0.66% | 1.60% | Q4 2018 | Q2 2019 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
MPS Loria Financial Planners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Integre Asset Management, LLC | 4 | 4 | 0.43% | 0.45% | 0.52% | Q1 2019 | Q4 2019 | 4 |
Bogart Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Employees Retirement System of Texas | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Hunting Hill Global Capital, LLC | 4 | 4 | 0.98% | 1.16% | 1.25% | Q1 2019 | Q4 2019 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Kathleen S. Wright Associates Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Whitnell & Co. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Northeast Financial Consultants Inc | 4 | 4 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q1 2020 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.02% | 0.06% | 0.12% | Q1 2019 | Q4 2020 | 4 |
CQS Cayman LP | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2019 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
FIRST INTERSTATE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.10% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 4.00% | 4.73% | 5.57% | Q4 2022 | Q3 2023 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Knowledge Leaders Capital, LLC | 4 | 4 | 0.40% | 0.75% | 0.96% | Q1 2019 | Q4 2019 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
ALLIANCEBERNSTEIN L.P. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 4 |
Truvestments Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
FEDERATED HERMES, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
First Command Bank | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 4 |
EAGLE ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Balentine LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 4 |
Spouting Rock Asset Management, LLC | 4 | 4 | 0.56% | 0.94% | 1.31% | Q4 2019 | Q3 2020 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Polar Capital LLP | 3 | 3 | 0.07% | 0.10% | 0.14% | Q4 2018 | Q2 2019 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Baupost Group | 3 | 3 | 1.51% | 1.73% | 1.84% | Q1 2019 | Q3 2019 | 3 |
SJS Investment Consulting Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
PDS Planning, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Candriam S.C.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2019 | Q3 2019 | 3 |
Lombard Odier Asset Management (USA) Corp | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2018 | Q2 2019 | 3 |
HARTWELL J M LIMITED PARTNERSHIP | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q3 2019 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Eudaimonia Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 3 |
ZEVIN ASSET MANAGEMENT LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.07% | 0.20% | 0.29% | Q2 2022 | Q2 2023 | 3 |
Beck Bode, LLC | 3 | 3 | 0.28% | 0.32% | 0.39% | Q1 2022 | Q3 2022 | 3 |
Quent Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Capital Bank & Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Axiom Investment Management LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2022 | 3 |
DnB Asset Management AS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Coronation Fund Managers Ltd. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
MUFG Americas Holdings Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q4 2013 | 3 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Arlington Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Altshuler Shaham Ltd | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Beech Hill Advisors, Inc. | 3 | 3 | 0.18% | 0.23% | 0.27% | Q1 2021 | Q3 2021 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
HBK INVESTMENTS L P | 3 | 3 | 0.41% | 0.51% | 0.58% | Q1 2019 | Q3 2019 | 3 |
WHEATLAND ADVISORS INC | 3 | 3 | 0.18% | 0.22% | 0.27% | Q1 2019 | Q3 2019 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Kepos Capital LP | 3 | 3 | 0.02% | 0.09% | 0.16% | Q2 2018 | Q4 2018 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 3 |
SAGE RHINO CAPITAL LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.08% | 0.14% | 0.26% | Q4 2020 | Q3 2023 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.36% | 0.68% | 1.18% | Q1 2023 | Q3 2023 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.22% | 0.28% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Lake Point Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2020 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
MIC CAPITAL PARTNERS (PUBLIC) (US) IM, LLC | 3 | 3 | 4.85% | 5.19% | 5.44% | Q4 2019 | Q2 2020 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 3 |
Aspen Grove Capital, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Kistler-Tiffany Companies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q1 2022 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q3 2019 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 3 |
AMP Capital Investors Ltd | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 3 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 3 |
Mascoma Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 3 |
TD Waterhouse Canada Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Emerson Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 3 | 3 | 0.69% | 0.78% | 0.86% | Q1 2020 | Q3 2020 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q3 2019 | 3 |
Strategic Global Advisors, LLC | 2 | 2 | 0.15% | 0.25% | 0.35% | Q1 2021 | Q2 2021 | 2 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
FIRST COMMUNITY TRUST NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.01% | 0.06% | 0.11% | Q1 2019 | Q2 2021 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Washington Trust Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
MFN Partners Management, LP | 2 | 2 | 2.21% | 2.39% | 2.58% | Q1 2019 | Q2 2019 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Addison Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
COLLECTIVE FAMILY OFFICE LLC | 2 | 2 | 0.15% | 0.21% | 0.27% | Q1 2021 | Q2 2021 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Ovata Capital Management Ltd | 2 | 2 | 0.36% | 6.70% | 13.04% | Q4 2019 | Q1 2020 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Price Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2 | 2 | 0.08% | 0.12% | 0.17% | Q1 2019 | Q2 2019 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.03% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Red Cedar Capital, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
WealthStone, Inc. | 2 | 2 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q2 2019 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 3.74% | 5.21% | 6.68% | Q1 2019 | Q2 2019 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Alaska Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Jump Financial, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2015 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 2 |
Cowen Investment Management LLC | 2 | 2 | 0.52% | 0.59% | 0.66% | Q3 2019 | Q4 2019 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
TRUST CO OF TOLEDO NA /OH/ | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q2 2019 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q4 2019 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Ignite Planners, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q1 2022 | 2 |
BLUESTEIN R H & CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
180 WEALTH ADVISORS, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2019 | Q3 2019 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q3 2021 | Q4 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
StoneX Group Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 0.12% | 0.16% | 0.20% | Q2 2018 | Q3 2018 | 2 |
WESTWOOD HOLDINGS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Phoenix Holdings Ltd. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 2 |
Quantitative Investment Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q1 2021 | 2 |
MCMILLION CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
SevenBridge Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 2 |
KCS Wealth Advisory | 2 | 2 | 0.40% | 0.54% | 0.68% | Q1 2019 | Q2 2019 | 2 |
Bollard Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NEVILLE RODIE & SHAW INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Capula Management Ltd | 1 | 1 | 0.07% | 0.20% | 0.32% | Q1 2021 | Q1 2021 | 2 |
DUNCKER STREETT & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
XY Capital Ltd | 2 | 2 | 0.88% | 1.08% | 1.28% | Q2 2023 | Q3 2023 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q2 2023 | 2 |
BARDIN HILL MANAGEMENT PARTNERS LP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2019 | 2 |
1776 Wealth LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
GATEWAY INVESTMENT ADVISERS LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2019 | 2 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 2 |
XR Securities LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 3.64% | 3.64% | 3.64% | Q3 2022 | Q3 2022 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KBC Group NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
JCIC Asset Management Inc. | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2020 | Q3 2020 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jump Trading, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Elkfork Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Israel Discount Bank of New York | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PointState Capital LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Glen Harbor Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Neuburgh Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2019 | Q1 2019 | 1 |
Mirova US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
McAdam, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bridgecreek Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EnTrust Global Partners Offshore LP | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2018 | Q4 2018 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tidal Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYCOMORE ASSET MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Diag Capital Management, LP | 1 | 1 | 3.41% | 3.41% | 3.41% | Q4 2018 | Q4 2018 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2019 | Q1 2019 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MIROVA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BSN Capital Partners Ltd | 1 | 1 | 4.05% | 4.05% | 4.05% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Twin Securities, Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2019 | Q1 2019 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2021 | Q2 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
First National Bank of South Miami | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sachem Head Capital | 1 | 1 | 7.38% | 7.38% | 7.38% | Q1 2019 | Q1 2019 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Hodges Capital Management Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
C WorldWide Group Holding A/S | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CLIFFORD CAPITAL PARTNERS LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
BFAM Partners (Cayman) Ltd | 1 | 1 | 2.36% | 2.36% | 2.36% | Q1 2021 | Q1 2021 | 1 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Optas, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 1.34% | 1.34% | 1.34% | Q2 2021 | Q2 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Rovida Advisors Inc. | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2019 | Q4 2019 | 1 |
Glovista Investments LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2019 | Q3 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Lester Murray Antman dba SimplyRich | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Close Asset Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Man Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
NORDEA INVESTMENT MANAGEMENT AB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
abrdn plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
QS Investors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own TAKEDA PHARMACEUTICAL CO LTD or have owned TAKEDA PHARMACEUTICAL CO LTD in the past.