Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 97 |
BARCLAYS PLC | 22 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 72 |
Citadel Advisors | 27 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 68 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 48 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 44 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 44 |
HUNTINGTON NATIONAL BANK | 20 | 1 | 0.00% | 0.01% | 0.06% | Q1 2009 | Q3 2023 | 43 |
Bank of New York Mellon Corp | 42 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q3 2023 | 43 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 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 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GFS Advisors, LLC | 42 | 42 | 0.01% | 0.91% | 3.37% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AUXIER ASSET MANAGEMENT | 42 | 42 | 0.10% | 0.90% | 2.39% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.02% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 26 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 41 | 41 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 28 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.00% | 0.04% | 0.17% | Q4 2013 | Q3 2023 | 40 |
REGIONS FINANCIAL CORP | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
PEAK6 Group LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2018 | 40 |
COMERICA BANK | 39 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 40 |
FMR LLC | 35 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
Creative Planning | 26 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
MCDANIEL TERRY & CO | 39 | 39 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q4 2022 | 39 |
1832 Asset Management L.P. | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 38 |
NATIXIS ADVISORS, L.P. | 25 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 32 | 6 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 26 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 38 |
Spot Trading L.L.C | 11 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 38 |
FIRST TRUST ADVISORS LP | 21 | 3 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 38 |
SIGNATUREFD, LLC | 23 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 37 |
Invesco Ltd. | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 36 |
M&T BANK CORP | 30 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
Walleye Trading LLC | 17 | 17 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2017 | 34 |
DEUTSCHE BANK AG\ | 27 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2022 | 34 |
WHITTIER TRUST CO | 20 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 33 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 33 |
QUADRANT CAPITAL GROUP LLC | 32 | 1 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 33 |
Pacer Advisors, Inc. | 20 | 1 | 0.00% | 0.10% | 0.44% | Q4 2013 | Q1 2023 | 33 |
Hanson & Doremus Investment Management | 33 | 33 | 0.00% | 0.08% | 0.18% | Q2 2013 | Q2 2021 | 33 |
FIFTH THIRD BANCORP | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 28 | 5 | 0.02% | 0.20% | 0.71% | Q2 2013 | Q2 2022 | 33 |
ADVISORS MANAGEMENT GROUP INC /ADV | 32 | 32 | 0.07% | 0.28% | 0.63% | Q4 2015 | Q3 2023 | 32 |
FRANKLIN RESOURCES INC | 19 | 13 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 32 |
HighTower Advisors, LLC | 22 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 32 |
Gradient Investments LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 32 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 32 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.03% | 0.13% | Q1 2014 | Q3 2023 | 32 |
MILLENNIUM MANAGEMENT LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
American Trust Investment Advisors, LLC | 28 | 4 | 0.08% | 0.15% | 0.22% | Q4 2014 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.09% | 0.75% | Q1 2014 | Q3 2023 | 31 |
KEYBANK NATIONAL ASSOCIATION/OH | 31 | 31 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q2 2020 | 31 |
Cutler Group LLC / CA | 11 | 1 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q1 2021 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.07% | 0.18% | Q2 2013 | Q4 2020 | 31 |
Advisors Asset Management, Inc. | 19 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2021 | 31 |
BlackRock Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
MACQUARIE GROUP LTD | 30 | 30 | 0.00% | 0.13% | 0.29% | Q2 2013 | Q3 2020 | 30 |
Geneos Wealth Management Inc. | 28 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 29 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 30 |
Asset Dedication, LLC | 26 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 30 |
LS Investment Advisors, LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 29 |
LETKO, BROSSEAU & ASSOCIATES INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 29 |
Ballentine Partners, LLC | 15 | 4 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.09% | 0.46% | 0.76% | Q4 2013 | Q4 2020 | 29 |
Winslow, Evans & Crocker, Inc. | 27 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 28 |
ADVISOR PARTNERS LLC | 17 | 11 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q2 2022 | 28 |
American Assets Investment Management, LLC | 28 | 28 | 0.05% | 0.16% | 0.48% | Q2 2013 | Q1 2020 | 28 |
Greytown Advisors Inc. | 28 | 28 | 0.10% | 0.44% | 0.73% | Q4 2016 | Q3 2023 | 28 |
Cubist Systematic Strategies, LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q2 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.09% | 0.16% | Q2 2013 | Q1 2020 | 28 |
PRICE T ROWE ASSOCIATES INC /MD/ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
FIDUCIARY TRUST CO | 28 | 28 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
Glassman Wealth Services | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 27 |
Tradewinds Capital Management, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2020 | 27 |
Parallel Advisors, LLC | 21 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
SG Americas Securities, LLC | 12 | 2 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2021 | 27 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 27 |
BigSur Wealth Management LLC | 26 | 26 | 0.03% | 0.17% | 0.74% | Q4 2016 | Q1 2023 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.03% | 0.06% | 0.12% | Q3 2016 | Q3 2023 | 26 |
REILLY FINANCIAL ADVISORS, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
GREENLEAF TRUST | 20 | 6 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 26 |
ClearBridge Investments | 21 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 26 |
Compagnie Lombard Odier SCmA | 20 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2020 | 26 |
STATE STREET CORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 25 |
SOL Capital Management CO | 25 | 25 | 0.03% | 0.23% | 0.43% | Q2 2013 | Q2 2019 | 25 |
GROUP ONE TRADING, L.P. | 10 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 25 |
Bartlett & Co. LLC | 24 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 25 |
NOMURA HOLDINGS INC | 9 | 8 | 0.00% | 0.03% | 0.23% | Q4 2012 | Q3 2019 | 24 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 24 |
Mondrian Investment Partners LTD | 24 | 24 | 0.40% | 0.75% | 1.29% | Q2 2013 | Q1 2019 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 24 |
Sonora Investment Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Investors Research Corp | 24 | 24 | 0.10% | 0.26% | 0.56% | Q4 2017 | Q3 2023 | 24 |
RHUMBLINE ADVISERS | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 2 | 0.00% | 0.04% | 0.16% | Q1 2017 | Q3 2023 | 23 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
MUFG Americas Holdings Corp | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q2 2016 | 23 |
Morningstar Investment Services LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Bollard Group LLC | 22 | 1 | 0.00% | 0.04% | 0.16% | Q1 2014 | Q2 2023 | 23 |
SCOTIA CAPITAL INC. | 12 | 10 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 22 |
SEI INVESTMENTS CO | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2021 | 22 |
Private Ocean, LLC | 22 | 22 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q2 2023 | 22 |
Kistler-Tiffany Companies, LLC | 21 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q2 2023 | 22 |
Cubic Asset Management, LLC | 22 | 22 | 0.04% | 0.23% | 0.52% | Q2 2013 | Q3 2018 | 22 |
ATLAS CAPITAL ADVISORS LLC | 12 | 10 | 0.00% | 0.05% | 0.34% | Q1 2018 | Q3 2023 | 22 |
EAGLE ASSET MANAGEMENT INC | 19 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 22 |
USCA RIA LLC | 22 | 22 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2018 | 22 |
PROFUND ADVISORS LLC | 22 | 22 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2018 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q1 2023 | 21 |
BESSEMER GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 21 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 21 |
GAMCO INVESTORS, INC. ET AL | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
CARRET ASSET MANAGEMENT, LLC | 21 | 21 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q2 2018 | 21 |
Parallax Volatility Advisers, L.P. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 21 |
Janney Montgomery Scott LLC | 14 | 2 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q4 2020 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2019 | 21 |
TRUST CO OF VERMONT | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2021 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2021 | 20 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.00% | 0.42% | 2.28% | Q4 2014 | Q3 2023 | 20 |
Freedom Investment Management, Inc. | 19 | 1 | 0.01% | 0.05% | 0.12% | Q1 2013 | Q1 2021 | 20 |
AlphaMark Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
Private Advisor Group, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 20 |
Cornerstone Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2020 | 20 |
TWO SIGMA SECURITIES, LLC | 9 | 1 | 0.00% | 0.02% | 0.12% | Q2 2016 | Q4 2022 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2018 | 19 |
SHELTON CAPITAL MANAGEMENT | 19 | 19 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2017 | 19 |
Global Retirement Partners, LLC | 12 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Dorsey & Whitney Trust CO LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q2 2022 | 19 |
Prestige Wealth Management Group LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 19 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
AMERICAN CENTURY COMPANIES INC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 5 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 18 |
DAVENPORT & Co LLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.03% | 0.06% | 0.08% | Q4 2015 | Q1 2020 | 18 |
BLUESTEIN R H & CO LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
People's United Financial, Inc. | 17 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 18 |
White Pine Investment CO | 18 | 18 | 1.44% | 2.04% | 2.61% | Q2 2013 | Q3 2017 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
SVB WEALTH LLC | 15 | 2 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.08% | 0.15% | 0.31% | Q2 2013 | Q2 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q2 2017 | 17 |
American Portfolios Advisors | 12 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q4 2016 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.01% | 0.06% | 0.19% | Q2 2013 | Q2 2017 | 17 |
SeaCrest Wealth Management, LLC | 11 | 6 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 17 |
BENNICAS & ASSOCIATES, INC. | 17 | 17 | 0.09% | 0.14% | 0.20% | Q2 2013 | Q2 2017 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
WHITTIER TRUST CO OF NEVADA INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.03% | 0.09% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.06% | 0.30% | Q3 2013 | Q2 2017 | 16 |
Cordant, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Cypress Capital Group | 16 | 16 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2017 | 16 |
ZEVIN ASSET MANAGEMENT LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Cerity Partners LLC | 8 | 8 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 16 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 16 | 16 | 0.73% | 1.12% | 1.45% | Q4 2014 | Q3 2018 | 16 |
Rehmann Capital Advisory Group | 10 | 1 | 0.00% | 0.05% | 0.20% | Q4 2008 | Q3 2019 | 16 |
RMB Capital Management, LLC | 15 | 15 | 0.01% | 0.12% | 0.18% | Q2 2013 | Q4 2016 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Rockefeller Capital Management L.P. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 15 |
CENTRAL TRUST Co | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 15 |
LOOMIS SAYLES & CO L P | 15 | 15 | 0.30% | 0.84% | 1.19% | Q2 2013 | Q4 2016 | 15 |
CREDIT SUISSE AG/ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 15 |
SAGE RHINO CAPITAL LLC | 15 | 15 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.02% | 0.03% | 0.09% | Q3 2011 | Q3 2015 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Timber Hill LLC | 9 | 6 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2018 | 15 |
Ellevest, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Loudon Investment Management, LLC | 15 | 15 | 0.14% | 2.43% | 4.76% | Q4 2013 | Q2 2017 | 15 |
Caprock Group, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
RAYMOND JAMES TRUST N.A. | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2020 | 14 |
Veritable, L.P. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2016 | 14 |
10-15 ASSOCIATES, INC. | 14 | 14 | 0.15% | 0.35% | 0.54% | Q2 2013 | Q3 2016 | 14 |
Taylor Frigon Capital Management LLC | 7 | 7 | 0.46% | 0.64% | 0.87% | Q4 2014 | Q2 2019 | 14 |
Bellecapital International Ltd. | 9 | 5 | 0.06% | 0.24% | 0.45% | Q2 2016 | Q4 2019 | 14 |
AMERICAN NATIONAL INSURANCE CO | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2016 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2019 | 14 |
MANNING & NAPIER ADVISORS LLC | 14 | 14 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2016 | 14 |
PRIVATE TRUST CO NA | 8 | 6 | 0.00% | 0.05% | 0.19% | Q1 2013 | Q3 2023 | 14 |
DORCHESTER WEALTH MANAGEMENT Co | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 13 |
Manchester Capital Management LLC | 10 | 3 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 13 |
Yorktown Management & Research Co Inc | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2016 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
Saturna Capital CORP | 13 | 13 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q2 2016 | 13 |
CAPTRUST FINANCIAL ADVISORS | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
First Horizon Advisors, Inc. | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 13 |
Candriam S.C.A. | 7 | 1 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q1 2022 | 13 |
NEXT Financial Group, Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2020 | 13 |
Baird Financial Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
WEDBUSH SECURITIES INC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2019 | 13 |
Corient Capital Partners, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 13 |
Clarius Group, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 13 |
Burt Wealth Advisors | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2020 | 13 |
CHIRON CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.24% | 0.34% | Q3 2020 | Q2 2023 | 12 |
Cresset Asset Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
SUNTRUST BANKS INC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.07% | 0.17% | 0.29% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
EXANE DERIVATIVES | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2017 | 12 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2019 | 12 |
VANGUARD GROUP INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 12 |
Zions Bancorporation | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2018 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 12 |
REGENTATLANTIC CAPITAL LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2016 | 12 |
New Century Advisors, LLC | 9 | 3 | 3.98% | 4.72% | 5.74% | Q4 2013 | Q4 2016 | 12 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 12 |
SECURITY NATIONAL TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Virtu Financial LLC | 3 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q1 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.10% | 0.15% | 0.23% | Q4 2020 | Q3 2023 | 12 |
BROWN BROTHERS HARRIMAN & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2022 | 12 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
PEAK6 Investments LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 11 |
Qtron Investments LLC | 11 | 11 | 0.03% | 0.11% | 0.20% | Q1 2021 | Q3 2023 | 11 |
CREDIT AGRICOLE S A | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 11 |
EVOKE WEALTH, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Dunvegan Associates, Inc. | 11 | 11 | 1.17% | 1.48% | 1.72% | Q2 2013 | Q4 2015 | 11 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
OppenheimerFunds, Inc. | 6 | 5 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q4 2016 | 11 |
Moors & Cabot, Inc. | 9 | 2 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 11 |
BEDDOW CAPITAL MANAGEMENT INC | 11 | 11 | 2.11% | 2.94% | 3.28% | Q2 2013 | Q4 2015 | 11 |
DREMAN VALUE MANAGEMENT, L L C | 10 | 1 | 0.00% | 0.33% | 0.58% | Q2 2013 | Q1 2016 | 11 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q4 2019 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q4 2015 | 11 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 11 |
Dana Investment Advisors, Inc. | 11 | 11 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2015 | 11 |
JNBA Financial Advisors | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Royal Fund Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Financial Management Professionals, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 11 |
TRILLIUM ASSET MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.12% | 0.16% | Q2 2013 | Q4 2015 | 11 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 11 |
Secrest Blakey & Associates, LLC | 11 | 11 | 0.09% | 0.14% | 0.24% | Q1 2018 | Q3 2020 | 11 |
Stratos Wealth Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Banco Santander, S.A. | 9 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2020 | 11 |
DEERE & CO | 10 | 1 | 0.04% | 0.06% | 0.15% | Q2 2013 | Q3 2016 | 11 |
Avalon Investment & Advisory | 5 | 1 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q2 2017 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 10 |
OPPENHEIMER ASSET MANAGEMENT INC. | 10 | 10 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q2 2019 | 10 |
HIGH POINT BANK & TRUST CO | 10 | 10 | 0.13% | 0.19% | 0.22% | Q2 2013 | Q3 2015 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2015 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 10 |
BSW Wealth Partners | 6 | 4 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Berman Capital Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 10 |
CAPITAL GUARDIAN TRUST CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 10 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 10 |
Gitterman Wealth Management, LLC | 10 | 10 | 0.06% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Capital Bank & Trust Co | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 10 |
Optas, LLC | 9 | 1 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 10 |
FOX RUN MANAGEMENT, L.L.C. | 6 | 1 | 0.04% | 0.10% | 0.21% | Q1 2016 | Q4 2018 | 10 |
CWM, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
Laurel Wealth Advisors, Inc. | 8 | 2 | 0.02% | 0.05% | 0.09% | Q4 2015 | Q2 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
RATIONAL ADVISORS LLC | 4 | 2 | 0.02% | 0.17% | 0.80% | Q1 2009 | Q3 2018 | 10 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2020 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.00% | 0.11% | 0.30% | Q2 2013 | Q1 2018 | 10 |
THOMPSON SIEGEL & WALMSLEY LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Lombard Odier & Cie (Canada), Limited Partnership | 9 | 9 | 0.00% | 0.07% | 0.11% | Q4 2013 | Q4 2015 | 9 |
Cannell & Co. | 9 | 9 | 0.02% | 0.05% | 0.07% | Q3 2013 | Q3 2015 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 9 |
Parsec Financial Management, Inc. | 9 | 9 | 0.01% | 0.12% | 0.51% | Q2 2013 | Q2 2015 | 9 |
STEPHENS INC /AR/ | 5 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 9 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q3 2023 | 9 |
RITHOLTZ WEALTH MANAGEMENT | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
BTC Capital Management, Inc. | 9 | 9 | 0.05% | 0.08% | 0.10% | Q3 2017 | Q3 2019 | 9 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 9 |
Sather Financial Group Inc | 9 | 9 | 0.69% | 1.26% | 1.78% | Q2 2013 | Q2 2015 | 9 |
Waverly Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
Community Bank, N.A. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
Fieldpoint Private Securities, LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q2 2022 | 9 |
Fiera Capital Corp | 6 | 1 | 0.02% | 0.04% | 0.04% | Q2 2013 | Q4 2016 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
TRUIST FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 9 |
Activest Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
IHT Wealth Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2021 | 9 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.03% | 0.19% | Q3 2017 | Q3 2023 | 9 |
Penserra Capital Management LLC | 9 | 9 | 0.13% | 0.17% | 0.24% | Q2 2021 | Q2 2023 | 9 |
Hennion & Walsh Asset Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Keel Point, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Mariner, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Neuburgh Advisers LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.02% | 0.08% | Q3 2017 | Q1 2021 | 8 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.03% | 0.07% | 0.13% | Q4 2015 | Q3 2018 | 8 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
PVG ASSET MANAGEMENT CORP | 7 | 1 | 0.74% | 1.15% | 1.82% | Q3 2016 | Q3 2018 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 8 |
Pinnacle Wealth Planning Services, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
OPPENHEIMER & CO INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Optiver Holding B.V. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Balentine LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Arete Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 8 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Creegan & Nassoura Financial Group, LLC | 8 | 8 | 0.18% | 0.23% | 0.28% | Q4 2014 | Q3 2016 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Lenox Wealth Management, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 8 |
VSR Financial Services, Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
FLOW TRADERS U.S. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Neuberger Berman Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Russell Investments Group, Ltd. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2019 | 8 |
Aaron Wealth Advisors LLC | 8 | 8 | 0.04% | 0.16% | 0.77% | Q1 2021 | Q4 2022 | 8 |
EverSource Wealth Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 7 |
BOSTON PRIVATE BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
MAI Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Sandy Spring Bank | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
KING INVESTMENT ADVISORS INC/TX | 7 | 7 | 0.10% | 1.95% | 2.83% | Q3 2013 | Q1 2015 | 7 |
Nuveen Fund Advisors, LLC | 7 | 7 | 0.03% | 0.07% | 0.10% | Q2 2016 | Q4 2017 | 7 |
Lipe & Dalton | 7 | 7 | 2.69% | 3.00% | 3.28% | Q2 2013 | Q4 2014 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Koss-Olinger Consulting, LLC | 7 | 7 | 0.04% | 0.10% | 0.17% | Q1 2021 | Q3 2022 | 7 |
TORONTO DOMINION BANK | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
Heritage Wealth Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
West Branch Capital LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Financial Architects, Inc | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 7 |
Focused Wealth Management, Inc | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2015 | 7 |
AMP Capital Investors Ltd | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2020 | 7 |
Spire Wealth Management | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2018 | 7 |
BRANDES INVESTMENT PARTNERS, LP | 7 | 7 | 0.38% | 0.58% | 0.74% | Q4 2012 | Q2 2014 | 7 |
MBM Wealth Consultants, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
TigerShark Management, LLC | 7 | 7 | 0.00% | 0.63% | 0.86% | Q3 2013 | Q1 2015 | 7 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.10% | 0.24% | Q2 2014 | Q3 2023 | 7 |
Evolution Wealth Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 7 |
NORRIS PERNE & FRENCH LLP/MI | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Five Oceans Advisors | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
North Star Investment Management Corp. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 7 |
CIBC BANK USA | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q1 2017 | 7 |
First Allied Advisory Services, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
HL FINANCIAL SERVICES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Matthew 25 Management Corp | 6 | 6 | 4.25% | 4.95% | 5.50% | Q2 2013 | Q3 2014 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.12% | 0.13% | 0.15% | Q2 2013 | Q3 2014 | 6 |
Penobscot Investment Management Company, Inc. | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2014 | 6 |
AVIANCE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.50% | 0.67% | Q3 2013 | Q4 2014 | 6 |
Kore Private Wealth LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 6 |
NEW YORK STATE COMMON RETIREMENT FUND | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Sierra Capital LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Sigma Planning Corp | 5 | 1 | 0.01% | 0.12% | 0.16% | Q4 2014 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 6 |
NewEdge Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2022 | 6 |
Oakworth Capital, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 6 |
FIRST FOUNDATION ADVISORS | 6 | 6 | 0.12% | 0.78% | 1.09% | Q2 2014 | Q3 2015 | 6 |
Integrated Investment Consultants, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Column Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 6 |
Wedmont Private Capital | 6 | 6 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q1 2023 | 6 |
Estabrook Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Schechter Investment Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Eagle Ridge Investment Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2018 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Mirae Asset Global Investments Co., Ltd. | 5 | 1 | 0.01% | 0.02% | 0.05% | Q4 2011 | Q2 2014 | 6 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
BHF Kleinwort Benson Group S.A. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 6 |
Koshinski Asset Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Laird Norton Wetherby Trust Company, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Williams Jones Wealth Management, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MML INVESTORS SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Engineers Gate Manager LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 6 |
Cable Hill Partners, LLC | 4 | 1 | 0.01% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 5 |
Vident Investment Advisory, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
SRS Capital Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
PVG Asset Management | 2 | 1 | 0.60% | 0.95% | 1.20% | Q1 2015 | Q4 2016 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 5 |
Ahrens Investment Partners LLC | 5 | 5 | 0.01% | 0.18% | 0.73% | Q2 2021 | Q2 2022 | 5 |
Valeo Financial Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Elite Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 5 | 5 | 0.16% | 0.31% | 0.41% | Q2 2017 | Q2 2018 | 5 |
MONROE BANK & TRUST/MI | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Lido Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Terra Nova Asset Management LLC | 5 | 5 | 0.29% | 0.33% | 0.36% | Q1 2015 | Q1 2016 | 5 |
VERUS CAPITAL PARTNERS, LLC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
IPG Investment Advisors LLC | 2 | 1 | 1.02% | 2.68% | 4.30% | Q4 2013 | Q4 2021 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
180 WEALTH ADVISORS, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Princeton Alpha Management LP | 3 | 1 | 0.03% | 0.08% | 0.16% | Q4 2014 | Q1 2017 | 5 |
Lee Financial Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 5 |
Grace Capital | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2020 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q4 2021 | 5 |
ProVise Management Group, LLC | 5 | 5 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q2 2014 | 5 |
Capital Innovations LLC | 3 | 2 | 0.75% | 0.80% | 0.86% | Q4 2013 | Q2 2015 | 5 |
TD ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
TCI Wealth Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
Bayesian Capital Management, LP | 2 | 1 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q4 2022 | 5 |
Aquatic Capital Management LLC | 3 | 1 | 0.00% | 0.03% | 0.14% | Q4 2021 | Q2 2023 | 5 |
Hamilton Wealth, LLC | 5 | 5 | 1.09% | 2.45% | 4.17% | Q4 2018 | Q4 2019 | 5 |
JEPPSON WEALTH MANAGEMENT, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 5 |
Whitnell & Co. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 5 |
Pacifica Partners Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
First Affirmative Financial Network | 5 | 5 | 0.05% | 0.14% | 0.20% | Q4 2022 | Q4 2023 | 5 |
D. E. Shaw & Co., Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
BOSTON ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Highlander Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Ridgewood Investments LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q1 2019 | Q4 2019 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2017 | 4 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.11% | 0.29% | 0.44% | Q1 2016 | Q4 2021 | 4 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 4 |
Ayalon Insurance Comp Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Pendal Group Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
DC Investments Management, LLC | 4 | 4 | 0.29% | 0.35% | 0.46% | Q4 2018 | Q3 2019 | 4 |
MEITAV INVESTMENT HOUSE LTD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
BlackRock Institutional Trust Company, N.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 4 |
Redwood Investment Management, LLC | 4 | 4 | 0.12% | 0.15% | 0.18% | Q1 2019 | Q4 2019 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Apriem Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 4 |
RONALD BLUE & CO LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 2 | 2 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q3 2021 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Freestone Capital Holdings, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2019 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 4 |
Azimuth Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 1 | 0.02% | 0.08% | 0.14% | Q2 2018 | Q2 2019 | 4 |
Aviance Capital Partners, LLC | 4 | 4 | 0.15% | 0.26% | 0.38% | Q2 2013 | Q1 2014 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 |
Lester Murray Antman dba SimplyRich | 4 | 4 | 0.13% | 0.18% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Shoker Investment Counsel, Inc. | 4 | 4 | 0.17% | 0.20% | 0.24% | Q4 2013 | Q3 2014 | 4 |
BOKF, NA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Virtus ETF Advisers LLC | 4 | 4 | 0.58% | 0.65% | 0.69% | Q1 2021 | Q4 2021 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 4 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Garner Asset Management Corp | 4 | 4 | 0.09% | 0.16% | 0.22% | Q2 2017 | Q1 2018 | 4 |
Integrated Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
GOFEN & GLOSSBERG LLC /IL/ | 4 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2014 | 4 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.05% | 0.50% | 0.86% | Q2 2013 | Q3 2016 | 4 |
Naviter Wealth, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 4 |
Moreno Evelyn V | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AdvisorNet Financial, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 4 |
Tradewinds Global Investors, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2015 | Q4 2015 | 4 |
Lapides Asset Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIRST NIAGARA BANK | 4 | 4 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q1 2014 | 4 |
INTEGRAL DERIVATIVES, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2016 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Ionic Capital Management LLC | 2 | 2 | 0.01% | 0.07% | 0.20% | Q1 2017 | Q2 2017 | 4 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2015 | 3 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 3 |
Convergence Investment Partners, LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q1 2018 | 3 |
IMPAX ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
MILES CAPITAL, INC. | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2017 | Q4 2017 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FDx Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 3 |
Gupta Wealth Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 3 |
RELIANCE TRUST CO OF DELAWARE | 3 | 3 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Fortis Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
BAHL & GAYNOR INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
JOHNSON INVESTMENT COUNSEL INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2016 | 3 |
FEDERATED HERMES, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Perpetual Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 3 |
Susquehanna International Securities, Ltd. | 2 | 1 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q1 2023 | 3 |
Kestra Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 3 |
WealthStone, Inc. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Schubert & Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Lineweaver Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q4 2021 | 3 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 3 |
PARK AVENUE SECURITIES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 3 | 3 | 0.01% | 0.42% | 0.85% | Q2 2015 | Q4 2015 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Sculptor Capital LP | 1 | 1 | 0.01% | 0.08% | 0.11% | Q1 2016 | Q1 2016 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
O'Keefe Stevens Advisory, Inc. | 3 | 3 | 1.07% | 1.13% | 1.24% | Q3 2017 | Q1 2018 | 3 |
West Family Investments, Inc. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 3 |
PRENTISS SMITH & CO INC | 2 | 1 | 0.00% | 1.93% | 3.16% | Q2 2013 | Q4 2017 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Liberty Mutual Group Asset Management Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2017 | 3 |
Summit Global Investments | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q3 2019 | 3 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2019 | 3 |
PDS Planning, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Strategic Global Advisors, LLC | 3 | 3 | 0.10% | 0.10% | 0.12% | Q4 2019 | Q2 2020 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.05% | 0.06% | 0.09% | Q2 2017 | Q2 2019 | 3 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 3 |
MYCIO WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
MARSHALL WACE, LLP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 3 |
Diversified Trust Co | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
BlackRock Group LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2015 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 3 |
SALEM INVESTMENT COUNSELORS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 3 |
Edge Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
tru Independence LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 3 |
AlphaQ Advisors LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
OneDigital Investment Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Western Asset Management Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.11% | 0.60% | 1.10% | Q4 2020 | Q2 2023 | 2 |
COMMONWEALTH BANK OF AUSTRALIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
DGS Capital Management, LLC | 2 | 2 | 0.11% | 0.13% | 0.16% | Q1 2022 | Q2 2022 | 2 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
CHEMICAL BANK | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q3 2014 | 2 |
BELLEVUE ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.09% | 0.23% | 0.37% | Q3 2018 | Q3 2019 | 2 |
Oxbow Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q3 2015 | 2 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2014 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
First Personal Financial Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Haverford Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Westover Capital Advisors, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2017 | Q3 2017 | 2 |
St. James Investment Company, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Lumbard & Kellner, LLC | 2 | 2 | 2.04% | 2.04% | 2.04% | Q4 2013 | Q1 2014 | 2 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2018 | 2 |
Airain ltd | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q2 2016 | 2 |
Hoese & Co LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CADENCE BANK NA | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2015 | Q3 2015 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2018 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
HGI Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
RUSSELL FRANK CO/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Ion Asset Management Ltd. | 2 | 2 | 0.96% | 1.00% | 1.05% | Q3 2016 | Q4 2016 | 2 |
HAP Trading, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Sandbox Financial Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.16% | 0.45% | 0.74% | Q1 2017 | Q4 2017 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
DRW Securities, LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q4 2017 | Q1 2018 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q2 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
SLS MANAGEMENT LLC | 2 | 2 | 6.58% | 6.66% | 6.73% | Q2 2013 | Q3 2013 | 2 |
WRIGHT INVESTORS SERVICE INC | 2 | 2 | 0.42% | 0.42% | 0.43% | Q4 2014 | Q1 2015 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.72% | 0.73% | 0.74% | Q4 2014 | Q1 2015 | 2 |
Crescent Grove Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2015 | Q1 2016 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2019 | Q3 2019 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 2 | 0.01% | 0.12% | 0.23% | Q3 2019 | Q4 2019 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.05% | 0.13% | 0.22% | Q3 2013 | Q4 2013 | 2 |
FULTON BANK, N.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SHAPIRO ROBERT N | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Americana Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CLIFFORD CAPITAL PARTNERS LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Peak Financial Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JCIC Asset Management Inc. | 1 | 1 | 2.11% | 2.11% | 2.11% | Q3 2013 | Q3 2013 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
London & Capital Asset Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
ING GROEP NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Azimuth Capital Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Maple Capital Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CONNING INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
COMMUNITY TRUST & INVESTMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2013 | Q2 2013 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ICC CAPITAL MANAGEMENT INC/ | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ArchPoint Investors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
AT Bancorp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2021 | Q2 2021 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2016 | Q4 2016 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q4 2009 | Q4 2009 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PEOPLES FINANCIAL SERVICES CORP. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Echo45 Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Ranger International Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BAR HARBOR WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Torch Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
XTX Topco Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Tradeworx Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Calvert Investment Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ORBIS HOLDINGS LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Quilter Plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Clean Yield Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Centiva Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Goodman Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Zions Trust, National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
StoneX Group Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own TELEFONICA S A or have owned TELEFONICA S A in the past.