Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 26 | 2 | 0.00% | 0.03% | 0.16% | Q3 2016 | Q3 2023 | 79 |
Cutler Group LLC / CA | 26 | 26 | 0.00% | 0.08% | 0.75% | Q2 2017 | Q3 2023 | 78 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26 | 26 | 0.00% | 0.04% | 0.16% | Q2 2017 | Q3 2023 | 77 |
WOLVERINE TRADING, LLC | 26 | 26 | 0.00% | 0.04% | 0.18% | Q2 2017 | Q3 2023 | 76 |
BARCLAYS PLC | 28 | 28 | 0.00% | 0.01% | 0.15% | Q4 2016 | Q3 2023 | 70 |
Walleye Trading LLC | 26 | 26 | 0.00% | 0.05% | 0.16% | Q2 2017 | Q3 2023 | 68 |
D. E. Shaw & Co., Inc. | 22 | 2 | 0.00% | 0.08% | 0.31% | Q2 2017 | Q3 2023 | 65 |
Parallax Volatility Advisers, L.P. | 22 | 2 | 0.00% | 0.03% | 0.17% | Q3 2017 | Q3 2023 | 65 |
JANE STREET GROUP, LLC | 27 | 27 | 0.00% | 0.03% | 0.11% | Q1 2017 | Q3 2023 | 59 |
CITIGROUP INC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 56 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.09% | 0.37% | Q3 2018 | Q3 2023 | 54 |
CAPITAL FUND MANAGEMENT S.A. | 10 | 10 | 0.00% | 0.05% | 0.20% | Q2 2018 | Q3 2023 | 50 |
BNP PARIBAS FINANCIAL MARKETS | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 50 |
TWO SIGMA INVESTMENTS, LP | 21 | 2 | 0.00% | 0.02% | 0.13% | Q4 2016 | Q4 2022 | 45 |
CREDIT SUISSE AG/ | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 43 |
MILLENNIUM MANAGEMENT LLC | 18 | 1 | 0.00% | 0.01% | 0.07% | Q3 2016 | Q3 2023 | 43 |
Twin Tree Management, LP | 21 | 21 | 0.00% | 0.06% | 0.26% | Q3 2018 | Q3 2023 | 43 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.04% | 0.16% | Q2 2017 | Q3 2023 | 43 |
HAP Trading, LLC | 10 | 1 | 0.00% | 0.05% | 0.24% | Q3 2017 | Q3 2023 | 41 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.01% | 0.03% | 0.13% | Q1 2017 | Q3 2023 | 41 |
GOLDMAN SACHS GROUP INC | 27 | 1 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q3 2023 | 39 |
BANK OF MONTREAL /CAN/ | 22 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 37 |
Creative Planning | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 37 |
ROYAL BANK OF CANADA | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 36 |
UBS Group AG | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 34 |
Laurion Capital Management LP | 5 | 1 | 0.00% | 0.05% | 0.18% | Q1 2017 | Q3 2023 | 32 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.17% | 0.39% | Q4 2019 | Q3 2023 | 31 |
MORGAN STANLEY | 29 | 29 | 0.00% | 0.15% | 0.36% | Q3 2016 | Q3 2023 | 29 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 29 | 29 | 0.34% | 0.78% | 2.39% | Q3 2016 | Q3 2023 | 29 |
VICTORY CAPITAL MANAGEMENT INC | 29 | 29 | 0.00% | 0.03% | 0.10% | Q3 2016 | Q3 2023 | 29 |
JPMORGAN CHASE & CO | 29 | 29 | 0.00% | 0.07% | 0.18% | Q3 2016 | Q3 2023 | 29 |
WELLS FARGO & COMPANY/MN | 29 | 29 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
Paloma Partners Management Co | 9 | 1 | 0.00% | 0.04% | 0.30% | Q4 2017 | Q3 2023 | 29 |
FMR LLC | 29 | 29 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 29 |
VANGUARD GROUP INC | 29 | 29 | 0.00% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 29 |
GEODE CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Legal & General Group Plc | 28 | 28 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 28 | 28 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
BAMCO INC /NY/ | 28 | 28 | 0.02% | 0.37% | 0.62% | Q4 2016 | Q3 2023 | 28 |
Gotham Asset Management, LLC | 28 | 28 | 0.01% | 0.06% | 0.22% | Q4 2016 | Q3 2023 | 28 |
OPTIMUM INVESTMENT ADVISORS | 27 | 27 | 0.00% | 0.26% | 0.57% | Q2 2017 | Q4 2023 | 28 |
STATE STREET CORP | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
ALLIANCEBERNSTEIN L.P. | 27 | 1 | 0.01% | 0.04% | 0.11% | Q3 2016 | Q3 2023 | 28 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
DEUTSCHE BANK AG\ | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
NORTHERN TRUST CORP | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Bank of New York Mellon Corp | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
BlackRock Inc. | 28 | 28 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
HSBC HOLDINGS PLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 27 |
ASHFORD CAPITAL MANAGEMENT INC | 27 | 27 | 0.85% | 2.66% | 4.72% | Q1 2017 | Q3 2023 | 27 |
RHUMBLINE ADVISERS | 27 | 27 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Cubist Systematic Strategies, LLC | 12 | 1 | 0.01% | 0.06% | 0.23% | Q1 2018 | Q3 2023 | 27 |
Eventide Asset Management | 26 | 26 | 0.02% | 2.11% | 3.34% | Q2 2017 | Q3 2023 | 27 |
Allianz Asset Management GmbH | 27 | 27 | 0.01% | 0.12% | 0.29% | Q1 2017 | Q3 2023 | 27 |
RAYMOND JAMES & ASSOCIATES | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
STRS OHIO | 22 | 5 | 0.00% | 0.06% | 0.16% | Q4 2016 | Q3 2023 | 27 |
FRED ALGER MANAGEMENT, LLC | 27 | 27 | 0.01% | 0.24% | 0.79% | Q1 2017 | Q3 2023 | 27 |
Invesco Ltd. | 27 | 27 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q3 2023 | 27 |
TCW GROUP INC | 27 | 27 | 0.01% | 1.02% | 2.75% | Q1 2017 | Q3 2023 | 27 |
NEW YORK STATE COMMON RETIREMENT FUND | 27 | 27 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
AMERICAN INTERNATIONAL GROUP, INC. | 27 | 27 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 27 |
SEI INVESTMENTS CO | 25 | 1 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 26 |
OPPENHEIMER ASSET MANAGEMENT INC. | 22 | 4 | 0.00% | 0.02% | 0.17% | Q1 2017 | Q3 2023 | 26 |
Swiss National Bank | 26 | 26 | 0.00% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 26 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 26 | 26 | 0.00% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 26 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 26 | 26 | 0.07% | 4.11% | 6.80% | Q2 2017 | Q3 2023 | 26 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
SHAKER INVESTMENTS LLC/OH | 26 | 26 | 0.84% | 2.99% | 5.09% | Q2 2017 | Q3 2023 | 26 |
Congress Park Capital LLC | 23 | 23 | 0.10% | 2.59% | 4.41% | Q1 2018 | Q3 2023 | 26 |
GenTrust, LLC | 21 | 5 | 0.04% | 0.13% | 0.50% | Q1 2017 | Q3 2023 | 26 |
VOYA INVESTMENT MANAGEMENT LLC | 26 | 26 | 0.00% | 0.09% | 0.50% | Q2 2017 | Q3 2023 | 26 |
Raymond James Financial Services Advisors, Inc. | 22 | 4 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 26 |
FIFTH THIRD BANCORP | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 26 | 26 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 26 |
JANUS HENDERSON GROUP PLC | 26 | 26 | 0.00% | 0.03% | 0.10% | Q2 2017 | Q3 2023 | 26 |
Russell Investments Group, Ltd. | 26 | 26 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 26 |
KING LUTHER CAPITAL MANAGEMENT CORP | 26 | 26 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 26 |
AMERIPRISE FINANCIAL INC | 22 | 1 | 0.00% | 0.03% | 0.10% | Q3 2016 | Q3 2023 | 26 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 26 | 26 | 0.00% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 26 |
NOMURA ASSET MANAGEMENT CO LTD | 25 | 1 | 0.00% | 0.02% | 0.10% | Q1 2017 | Q3 2023 | 26 |
Cetera Advisors LLC | 19 | 3 | 0.01% | 0.04% | 0.23% | Q4 2016 | Q3 2023 | 26 |
LPL Financial LLC | 25 | 25 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 25 |
CENTRAL TRUST Co | 25 | 25 | 0.00% | 0.04% | 0.10% | Q3 2017 | Q3 2023 | 25 |
STIFEL FINANCIAL CORP | 23 | 2 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 25 |
PITTENGER & ANDERSON INC | 25 | 25 | 0.00% | 0.04% | 0.35% | Q3 2017 | Q3 2023 | 25 |
ADIRONDACK TRUST CO | 25 | 25 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
MACQUARIE GROUP LTD | 25 | 25 | 0.05% | 0.17% | 0.31% | Q3 2017 | Q3 2023 | 25 |
Geneos Wealth Management Inc. | 24 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 25 |
BRAUN STACEY ASSOCIATES INC | 23 | 2 | 0.32% | 1.47% | 3.03% | Q1 2017 | Q3 2023 | 25 |
PRINCIPAL FINANCIAL GROUP INC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
FIRST TRUST ADVISORS LP | 25 | 25 | 0.00% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 25 |
CenterStar Asset Management, LLC | 7 | 1 | 0.00% | 0.15% | 1.17% | Q4 2017 | Q3 2022 | 24 |
PRICE T ROWE ASSOCIATES INC /MD/ | 24 | 24 | 0.00% | 0.04% | 0.15% | Q4 2017 | Q3 2023 | 24 |
RICE HALL JAMES & ASSOCIATES, LLC | 24 | 24 | 0.05% | 0.71% | 2.18% | Q4 2017 | Q3 2023 | 24 |
US BANCORP \DE\ | 22 | 2 | 0.00% | 0.08% | 0.17% | Q2 2017 | Q3 2023 | 24 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
LORD, ABBETT & CO. LLC | 10 | 1 | 0.01% | 0.28% | 0.57% | Q3 2016 | Q3 2023 | 24 |
HighTower Advisors, LLC | 22 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 24 |
Ameritas Investment Partners, Inc. | 15 | 9 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Kistler-Tiffany Companies, LLC | 24 | 24 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q2 2023 | 24 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 24 | 24 | 0.01% | 0.70% | 1.49% | Q4 2017 | Q3 2023 | 24 |
PNC FINANCIAL SERVICES GROUP, INC. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Covenant Asset Management, LLC | 19 | 19 | 0.15% | 2.24% | 5.20% | Q1 2019 | Q3 2023 | 24 |
Knuff & Co LLC | 20 | 20 | 0.06% | 2.44% | 4.18% | Q4 2018 | Q3 2023 | 24 |
DIMENSIONAL FUND ADVISORS LP | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Walleye Capital LLC | 6 | 1 | 0.01% | 0.08% | 0.50% | Q1 2019 | Q3 2023 | 23 |
Texas Yale Capital Corp. | 23 | 23 | 0.05% | 0.38% | 0.74% | Q1 2018 | Q3 2023 | 23 |
GUGGENHEIM CAPITAL LLC | 11 | 1 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q3 2023 | 23 |
Sigma Planning Corp | 21 | 1 | 0.02% | 0.09% | 0.20% | Q3 2017 | Q3 2023 | 23 |
Cetera Advisor Networks LLC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 23 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 14 | 9 | 0.02% | 0.49% | 1.88% | Q1 2017 | Q3 2023 | 23 |
Janney Montgomery Scott LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Cetera Investment Advisers | 22 | 22 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
PANAGORA ASSET MANAGEMENT INC | 21 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 22 |
Advisory Services Network, LLC | 13 | 2 | 0.00% | 0.07% | 0.16% | Q2 2017 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 22 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 11 | 1 | 0.14% | 1.58% | 4.43% | Q4 2017 | Q3 2023 | 22 |
JENNISON ASSOCIATES LLC | 22 | 22 | 0.04% | 0.52% | 1.26% | Q2 2018 | Q3 2023 | 22 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 4 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.00% | 0.10% | 0.21% | Q2 2018 | Q3 2023 | 22 |
Man Group plc | 19 | 3 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 22 |
Capital Impact Advisors, LLC | 16 | 2 | 0.18% | 0.68% | 1.44% | Q1 2017 | Q4 2022 | 22 |
B. Riley Wealth Advisors, Inc. | 22 | 22 | 0.04% | 0.12% | 0.76% | Q2 2018 | Q3 2023 | 22 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.02% | 0.37% | 0.98% | Q2 2018 | Q3 2023 | 22 |
JACOBSON & SCHMITT ADVISORS, LLC | 22 | 22 | 2.30% | 4.09% | 6.17% | Q2 2018 | Q3 2023 | 22 |
AMALGAMATED BANK | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 22 |
ALPS ADVISORS INC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Valeo Financial Advisors, LLC | 11 | 8 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 22 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 22 | 22 | 0.00% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 21 |
WELLINGTON MANAGEMENT GROUP LLP | 17 | 4 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q1 2022 | 21 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 7 | 0.00% | 0.02% | 0.15% | Q4 2017 | Q3 2023 | 21 |
AQR Capital Management | 19 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 21 |
Broadleaf Partners, LLC | 21 | 21 | 1.41% | 2.68% | 3.80% | Q3 2018 | Q3 2023 | 21 |
Baillie Gifford | 21 | 21 | 0.10% | 1.55% | 3.19% | Q3 2018 | Q3 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 14 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
SYNOVUS FINANCIAL CORP | 12 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
GRIFFIN ASSET MANAGEMENT, INC. | 21 | 21 | 0.11% | 0.51% | 1.07% | Q3 2018 | Q3 2023 | 21 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 10 | 3 | 0.00% | 0.22% | 0.91% | Q1 2017 | Q3 2023 | 21 |
FRIESS ASSOCIATES LLC | 12 | 1 | 0.06% | 1.12% | 2.32% | Q3 2016 | Q1 2022 | 21 |
Mitsubishi UFJ Trust & Banking Corp | 21 | 21 | 0.09% | 0.23% | 0.41% | Q3 2018 | Q3 2023 | 21 |
Curbstone Financial Management Corp | 15 | 1 | 0.13% | 0.19% | 0.30% | Q2 2018 | Q4 2023 | 21 |
MASSMUTUAL TRUST CO FSB/ADV | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2023 | 21 |
Parallel Advisors, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 21 | 21 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 21 |
WESTWOOD MANAGEMENT CORP /IL/ | 21 | 21 | 4.09% | 8.67% | 12.33% | Q3 2018 | Q3 2023 | 21 |
Stratos Wealth Partners, LTD. | 19 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 21 |
Renaissance Technologies | 10 | 2 | 0.01% | 0.07% | 0.31% | Q1 2017 | Q1 2023 | 21 |
CIBC WORLD MARKET INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.14% | Q3 2018 | Q3 2023 | 21 |
HUNTINGTON NATIONAL BANK | 16 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 21 |
MORGENS WATERFALL VINTIADIS & CO INC | 20 | 20 | 2.37% | 5.34% | 8.04% | Q4 2018 | Q3 2023 | 21 |
Tradewinds Capital Management, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 21 |
Penserra Capital Management LLC | 16 | 5 | 0.00% | 0.19% | 1.16% | Q2 2018 | Q3 2023 | 21 |
DUNCKER STREETT & CO INC | 16 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2022 | 21 |
D.A. DAVIDSON & CO. | 18 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 21 |
GROUP ONE TRADING, L.P. | 10 | 3 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 20 |
XR Securities LLC | 8 | 4 | 0.00% | 0.04% | 0.16% | Q2 2020 | Q3 2023 | 20 |
NORGES BANK | 18 | 2 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q4 2022 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.01% | 0.18% | 0.43% | Q4 2018 | Q3 2023 | 20 |
FIRST MANHATTAN CO. LLC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Neuberger Berman Group LLC | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Nuveen Asset Management, LLC | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.08% | 0.20% | Q4 2017 | Q3 2022 | 20 |
Lido Advisors, LLC | 14 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 20 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2023 | 20 |
Atria Investments, Inc | 12 | 8 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
SIGNATUREFD, LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Engineers Gate Manager LP | 8 | 1 | 0.02% | 0.21% | 0.68% | Q4 2016 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
CIBC Asset Management Inc | 19 | 1 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 20 |
Hudock, Inc. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
FORTE CAPITAL LLC /ADV | 20 | 20 | 0.83% | 2.48% | 3.63% | Q4 2018 | Q3 2023 | 20 |
MML INVESTORS SERVICES, LLC | 19 | 19 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
AE Wealth Management LLC | 18 | 18 | 0.00% | 0.09% | 0.30% | Q2 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
BALDWIN BROTHERS LLC/MA | 19 | 19 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q4 2023 | 19 |
SeaCrest Wealth Management, LLC | 13 | 1 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 19 |
First Horizon Advisors, Inc. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
OPPENHEIMER & CO INC | 19 | 19 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Baird Financial Group, Inc. | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 19 | 19 | 0.11% | 0.46% | 0.77% | Q1 2019 | Q3 2023 | 19 |
SIMPLEX TRADING, LLC | 14 | 1 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 19 |
MEEDER ASSET MANAGEMENT INC | 18 | 1 | 0.00% | 0.03% | 0.20% | Q3 2018 | Q3 2023 | 19 |
FIRST HAWAIIAN BANK | 16 | 3 | 0.00% | 0.06% | 0.13% | Q3 2018 | Q3 2023 | 19 |
QUADRANT CAPITAL GROUP LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Institute for Wealth Management, LLC. | 19 | 19 | 0.06% | 0.13% | 0.21% | Q1 2019 | Q3 2023 | 19 |
NISA INVESTMENT ADVISORS, LLC | 16 | 3 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 19 |
Harvest Fund Management Co., Ltd | 14 | 1 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 19 |
M&T BANK CORP | 16 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q2 2023 | 18 |
STATE OF WISCONSIN INVESTMENT BOARD | 18 | 18 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
AMERICAN CENTURY COMPANIES INC | 18 | 18 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Dynamic Advisor Solutions LLC | 16 | 16 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 18 |
Crestwood Advisors Group, LLC | 18 | 18 | 0.22% | 0.57% | 1.01% | Q2 2019 | Q3 2023 | 18 |
Private Advisor Group, LLC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
SHELL ASSET MANAGEMENT CO | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Plante Moran Financial Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
GSA CAPITAL PARTNERS LLP | 10 | 1 | 0.02% | 0.08% | 0.23% | Q2 2017 | Q2 2023 | 18 |
Redhawk Wealth Advisors, Inc. | 18 | 18 | 0.16% | 0.28% | 0.55% | Q3 2018 | Q4 2022 | 18 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 18 | 18 | 0.01% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 18 |
ProShare Advisors LLC | 17 | 1 | 0.00% | 0.01% | 0.10% | Q2 2018 | Q3 2023 | 18 |
SteelPeak Wealth, LLC | 14 | 14 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Sound Income Strategies, LLC | 17 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2022 | 18 |
MACKENZIE FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Treasurer of the State of North Carolina | 18 | 18 | 0.02% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 13 | 1 | 0.01% | 0.32% | 0.85% | Q3 2017 | Q1 2023 | 18 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 4 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
NORDEA INVESTMENT MANAGEMENT AB | 14 | 4 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 18 |
SECURITY NATIONAL TRUST CO | 17 | 17 | 0.02% | 0.12% | 0.34% | Q3 2017 | Q3 2021 | 17 |
DekaBank Deutsche Girozentrale | 14 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Mitsubishi UFJ Asset Management Co., Ltd. | 16 | 1 | 0.00% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 17 |
NOMURA HOLDINGS INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 17 |
Focused Wealth Management, Inc | 17 | 17 | 0.03% | 0.07% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Ellevest, Inc. | 17 | 17 | 0.06% | 0.17% | 0.45% | Q3 2019 | Q3 2023 | 17 |
Utah Retirement Systems | 17 | 17 | 0.03% | 0.07% | 0.09% | Q3 2019 | Q3 2023 | 17 |
CONGRESS ASSET MANAGEMENT CO /MA | 14 | 3 | 0.01% | 0.12% | 0.58% | Q2 2018 | Q3 2023 | 17 |
Sumitomo Mitsui Trust Holdings, Inc. | 14 | 3 | 0.00% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 17 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 17 |
Capital Analysts, LLC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 17 |
Prime Capital Investment Advisors, LLC | 17 | 17 | 0.01% | 0.11% | 0.34% | Q3 2019 | Q3 2023 | 17 |
WHITTIER TRUST CO | 15 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2023 | 17 |
Mirae Asset Global Investments Co., Ltd. | 14 | 1 | 0.00% | 0.03% | 0.13% | Q3 2018 | Q3 2023 | 17 |
Smithfield Trust Co | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
Snowden Capital Advisors LLC | 9 | 8 | 0.02% | 0.17% | 0.60% | Q2 2019 | Q3 2023 | 17 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 1 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 17 |
AXA S.A. | 14 | 3 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 17 |
BERKSHIRE CAPITAL HOLDINGS INC | 15 | 2 | 0.00% | 3.16% | 7.14% | Q4 2018 | Q3 2023 | 17 |
NATIXIS | 7 | 1 | 0.01% | 0.07% | 0.64% | Q2 2017 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.72% | 1.27% | 2.10% | Q3 2019 | Q3 2023 | 17 |
Alpha Cubed Investments, LLC | 17 | 17 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Avitas Wealth Management LLC | 13 | 1 | 0.05% | 0.15% | 0.33% | Q1 2019 | Q3 2023 | 17 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.36% | 1.03% | Q4 2019 | Q3 2023 | 17 |
Malaga Cove Capital, LLC | 9 | 8 | 0.15% | 0.57% | 1.03% | Q2 2019 | Q3 2023 | 17 |
ALBION FINANCIAL GROUP /UT | 10 | 7 | 0.04% | 0.09% | 0.14% | Q2 2019 | Q3 2023 | 17 |
COMERICA BANK | 13 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Covington Capital Management | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
WINTON GROUP Ltd | 11 | 6 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q1 2023 | 17 |
PITCAIRN CO | 8 | 4 | 0.02% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 17 |
Skandinaviska Enskilda Banken AB (publ) | 14 | 3 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 17 |
OGBORNE CAPITAL MANAGEMENT, LLC | 10 | 7 | 1.30% | 6.53% | 11.57% | Q4 2018 | Q3 2023 | 17 |
Truvestments Capital LLC | 15 | 1 | 0.02% | 0.20% | 0.36% | Q2 2019 | Q3 2023 | 16 |
JACKSON SQUARE CAPITAL, LLC | 16 | 16 | 0.06% | 0.13% | 0.21% | Q4 2019 | Q3 2023 | 16 |
West Oak Capital, LLC | 10 | 3 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 16 |
Teamwork Financial Advisors, LLC | 16 | 16 | 0.34% | 2.08% | 6.08% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
APG Asset Management N.V. | 14 | 2 | 0.00% | 0.03% | 0.16% | Q1 2019 | Q3 2023 | 16 |
Independent Advisor Alliance | 16 | 16 | 0.00% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 16 |
LOGAN CAPITAL MANAGEMENT INC | 16 | 16 | 0.06% | 1.03% | 1.50% | Q4 2019 | Q3 2023 | 16 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.05% | 0.16% | Q3 2016 | Q3 2023 | 16 |
CI INVESTMENTS INC. | 9 | 2 | 0.00% | 0.01% | 0.08% | Q3 2016 | Q3 2023 | 16 |
TD ASSET MANAGEMENT INC | 14 | 2 | 0.00% | 0.04% | 0.13% | Q4 2018 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
1832 Asset Management L.P. | 5 | 1 | 0.00% | 0.20% | 0.32% | Q2 2017 | Q3 2023 | 16 |
FINANCIAL COUNSELORS INC | 16 | 16 | 0.04% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
MISSION WEALTH MANAGEMENT, LP | 12 | 12 | 0.07% | 0.69% | 1.69% | Q4 2020 | Q3 2023 | 16 |
Meridian Wealth Management, LLC | 15 | 1 | 0.01% | 0.82% | 1.91% | Q2 2019 | Q3 2023 | 16 |
Prospera Financial Services Inc | 16 | 16 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Gradient Investments LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
STEPHENS INC /AR/ | 15 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 16 |
PEREGRINE CAPITAL MANAGEMENT LLC | 16 | 16 | 0.44% | 1.09% | 1.57% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 16 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 16 | 16 | 0.00% | 0.08% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Wealthcare Advisory Partners LLC | 12 | 4 | 0.00% | 0.07% | 0.14% | Q2 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Quantbot Technologies LP | 2 | 1 | 0.01% | 0.09% | 0.34% | Q1 2017 | Q3 2023 | 16 |
CNB Bank | 16 | 16 | 0.02% | 0.19% | 0.30% | Q4 2019 | Q3 2023 | 16 |
ClariVest Asset Management LLC | 16 | 16 | 0.00% | 0.08% | 0.51% | Q4 2019 | Q3 2023 | 16 |
KEYBANK NATIONAL ASSOCIATION/OH | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
COMMERCE BANK | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Sandy Spring Bank | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
JAG CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.50% | 2.17% | 3.06% | Q4 2019 | Q3 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.44% | 0.62% | 0.86% | Q4 2019 | Q3 2023 | 16 |
Calamos Advisors LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2023 | 16 |
1623 Capital LLC | 16 | 16 | 1.03% | 2.00% | 3.28% | Q4 2019 | Q3 2023 | 16 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Davidson Capital Management Inc. | 16 | 16 | 0.00% | 0.41% | 0.91% | Q4 2019 | Q3 2023 | 16 |
BROWN ADVISORY INC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.06% | 0.17% | Q4 2016 | Q2 2023 | 16 |
Lindbrook Capital, LLC | 14 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 15 |
CENTAURUS FINANCIAL, INC. | 14 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 15 |
Manchester Capital Management LLC | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
JFS WEALTH ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
SCOUT INVESTMENTS, INC. | 8 | 2 | 0.03% | 0.17% | 0.29% | Q1 2018 | Q3 2022 | 15 |
EFG Asset Management (Americas) Corp. | 11 | 4 | 0.46% | 0.67% | 0.88% | Q3 2019 | Q3 2023 | 15 |
GREAT LAKES ADVISORS, LLC | 15 | 15 | 0.00% | 0.05% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Granahan Investment Management | 8 | 7 | 0.08% | 0.66% | 1.28% | Q4 2017 | Q4 2021 | 15 |
FEDERATED HERMES, INC. | 5 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 15 |
FULTON BANK, N.A. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q4 2023 | 15 |
Compagnie Lombard Odier SCmA | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 15 |
FIRST CITIZENS BANK & TRUST CO | 9 | 6 | 0.01% | 0.05% | 0.17% | Q4 2019 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 1 | 0.00% | 0.01% | 0.08% | Q4 2019 | Q4 2023 | 15 |
MASTRAPASQUA ASSET MANAGEMENT INC | 15 | 15 | 0.62% | 1.10% | 1.59% | Q1 2019 | Q3 2022 | 15 |
Arizona State Retirement System | 15 | 15 | 0.03% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q1 2021 | 15 |
Bayesian Capital Management, LP | 7 | 1 | 0.09% | 0.31% | 0.75% | Q2 2017 | Q2 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Caprock Group, LLC | 14 | 1 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 15 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 6 | 4 | 0.00% | 0.02% | 0.13% | Q3 2017 | Q1 2022 | 15 |
CMH Wealth Management LLC | 15 | 15 | 1.40% | 2.42% | 3.37% | Q1 2020 | Q3 2023 | 15 |
Strategic Blueprint, LLC | 14 | 14 | 0.01% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 15 |
HBK Sorce Advisory LLC | 15 | 15 | 0.02% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
HighMark Wealth Management LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Anchor Investment Management, LLC | 15 | 15 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q4 2023 | 15 |
Parkside Financial Bank & Trust | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
WESTPAC BANKING CORP | 15 | 15 | 0.02% | 0.07% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Pier Capital, LLC | 6 | 4 | 0.06% | 0.76% | 1.28% | Q4 2016 | Q3 2023 | 15 |
Tygh Capital Management, Inc. | 15 | 15 | 0.56% | 1.48% | 2.11% | Q3 2017 | Q1 2021 | 15 |
CANADA PENSION PLAN INVESTMENT BOARD | 11 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 15 |
Sterling Investment Advisors, Ltd. | 15 | 15 | 0.08% | 0.20% | 0.88% | Q1 2020 | Q3 2023 | 15 |
NVWM, LLC | 9 | 6 | 0.00% | 0.13% | 0.52% | Q1 2018 | Q4 2021 | 15 |
Van Hulzen Asset Management, LLC | 15 | 15 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
FAS Wealth Partners, Inc. | 15 | 15 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 1 | 0.00% | 0.05% | 0.13% | Q4 2018 | Q2 2023 | 15 |
Sheaff Brock Investment Advisors, LLC | 14 | 1 | 0.02% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 15 |
UBS ASSET MANAGEMENT AMERICAS INC | 15 | 15 | 0.01% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
CAPITAL ADVISORS INC/OK | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.03% | 0.08% | 0.15% | Q2 2020 | Q3 2023 | 14 |
CASTLEARK MANAGEMENT LLC | 10 | 4 | 0.00% | 0.08% | 0.40% | Q3 2018 | Q2 2022 | 14 |
Loudon Investment Management, LLC | 14 | 14 | 0.17% | 0.29% | 0.39% | Q2 2020 | Q3 2023 | 14 |
IFM Investors Pty Ltd | 14 | 14 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
FIDUCIARY TRUST CO | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
GLENMEDE TRUST CO NA | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 14 |
HHM Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.10% | 0.18% | Q2 2020 | Q3 2023 | 14 |
abrdn plc | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
National Pension Service | 14 | 14 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
FinTrust Capital Advisors, LLC | 14 | 14 | 0.00% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 14 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.00% | 0.24% | 0.50% | Q2 2017 | Q3 2023 | 14 |
Rathbones Group PLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
KBC Group NV | 14 | 14 | 0.01% | 0.10% | 0.33% | Q2 2020 | Q3 2023 | 14 |
Apollon Wealth Management, LLC | 14 | 14 | 0.09% | 0.15% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Sunbelt Securities, Inc. | 13 | 1 | 0.03% | 0.16% | 0.21% | Q1 2020 | Q3 2023 | 14 |
PARNASSUS INVESTMENTS, LLC | 14 | 14 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Belpointe Asset Management LLC | 14 | 14 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
ROCKY MOUNTAIN ADVISERS, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Glassman Wealth Services | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Fort Point Capital Partners LLC | 9 | 3 | 0.02% | 0.08% | 0.19% | Q1 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 14 |
Foster Victor Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.12% | 0.28% | Q1 2019 | Q2 2021 | 14 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Visionary Wealth Advisors | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
FORSTA AP-FONDEN | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
ASSETMARK, INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
Gulf International Bank (UK) Ltd | 14 | 14 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
LINCOLN NATIONAL CORP | 14 | 14 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
EATON VANCE MANAGEMENT | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 12 | 2 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 14 |
Grandview Asset Management LLC | 14 | 14 | 0.16% | 0.36% | 0.70% | Q2 2020 | Q3 2023 | 14 |
Asset Management One Co., Ltd. | 14 | 14 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Ascent Wealth Partners, LLC | 10 | 4 | 0.17% | 0.43% | 0.76% | Q4 2019 | Q3 2023 | 14 |
WEBSTER BANK, N. A. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
TORONTO DOMINION BANK | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.01% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 9 | 5 | 0.12% | 0.29% | 0.39% | Q1 2020 | Q3 2023 | 14 |
Spouting Rock Asset Management, LLC | 7 | 1 | 0.16% | 0.59% | 2.24% | Q4 2019 | Q3 2023 | 14 |
NORTH STAR ASSET MANAGEMENT INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 10 | 4 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 14 |
DOCK STREET ASSET MANAGEMENT INC | 14 | 14 | 0.49% | 1.15% | 2.35% | Q2 2020 | Q3 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
CAMDEN NATIONAL BANK | 14 | 14 | 0.04% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
BREWIN DOLPHIN LTD | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 14 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
CERTUITY, LLC | 14 | 14 | 0.06% | 0.17% | 0.43% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
TOTH FINANCIAL ADVISORY CORP | 14 | 14 | 0.01% | 0.03% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Procyon Advisors, LLC | 14 | 14 | 0.08% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.05% | 0.12% | 0.19% | Q2 2020 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 14 |
Orion Portfolio Solutions, LLC | 6 | 3 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Aviance Capital Partners, LLC | 14 | 14 | 0.15% | 0.40% | 0.61% | Q2 2020 | Q3 2023 | 14 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 14 | 14 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 14 | 14 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q4 2021 | 14 |
Daiwa Securities Group Inc. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.02% | 0.06% | 0.15% | Q2 2019 | Q2 2023 | 13 |
Archon Partners LLC | 13 | 13 | 0.15% | 0.24% | 0.43% | Q1 2019 | Q1 2022 | 13 |
OneDigital Investment Advisors LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 13 |
Allworth Financial LP | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
Sargent Investment Group, LLC | 12 | 1 | 0.07% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 13 |
ROYAL LONDON ASSET MANAGEMENT LTD | 13 | 13 | 0.03% | 0.10% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.02% | 0.08% | 0.17% | Q2 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.09% | 0.29% | Q3 2020 | Q3 2023 | 13 |
PEAK6 Group LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q2 2018 | 13 |
FIRST MERCANTILE TRUST CO | 13 | 13 | 0.11% | 0.22% | 0.35% | Q3 2018 | Q3 2021 | 13 |
Asset Dedication, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Bedel Financial Consulting, Inc. | 12 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q2 2023 | 13 |
Cornerstone Wealth Management, LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 13 |
Pinnacle Bancorp, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
O'Shares Investment Advisers, LLC | 13 | 13 | 0.08% | 0.31% | 0.62% | Q1 2019 | Q1 2022 | 13 |
Pacific Wealth Strategies Group, Inc. | 13 | 13 | 0.37% | 1.29% | 1.62% | Q3 2020 | Q3 2023 | 13 |
Concorde Asset Management, LLC | 7 | 1 | 0.29% | 0.93% | 1.68% | Q2 2019 | Q3 2023 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
9258 Wealth Management, LLC | 13 | 13 | 0.04% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
AVIVA PLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.89% | 1.51% | 2.31% | Q3 2020 | Q3 2023 | 13 |
TCI Wealth Advisors, Inc. | 11 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 13 |
METROPOLITAN LIFE INSURANCE CO/NY | 11 | 2 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q4 2021 | 13 |
OneAscent Financial Services LLC | 6 | 1 | 0.08% | 0.24% | 0.51% | Q2 2019 | Q2 2023 | 13 |
PARK AVENUE SECURITIES LLC | 13 | 13 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
SCOTIA CAPITAL INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 13 | 13 | 0.18% | 0.30% | 0.44% | Q1 2020 | Q1 2023 | 13 |
Schonfeld Strategic Advisors LLC | 7 | 1 | 0.00% | 0.13% | 0.42% | Q4 2017 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
GREAT VALLEY ADVISOR GROUP, INC. | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Advisory Resource Group | 11 | 2 | 0.10% | 0.15% | 0.21% | Q2 2020 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Virtu Financial LLC | 3 | 1 | 0.03% | 0.22% | 0.83% | Q3 2017 | Q4 2022 | 13 |
PineBridge Investments, L.P. | 13 | 13 | 0.01% | 0.06% | 0.09% | Q2 2020 | Q2 2023 | 13 |
HARDING LOEVNER LP | 13 | 13 | 0.00% | 0.64% | 1.18% | Q1 2020 | Q1 2023 | 13 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 10 | 1 | 0.08% | 0.14% | 0.21% | Q4 2019 | Q3 2023 | 13 |
Shellback Capital, LP | 8 | 1 | 0.26% | 1.05% | 2.64% | Q4 2017 | Q3 2023 | 13 |
Catalyst Capital Advisors LLC | 7 | 1 | 0.00% | 0.08% | 0.51% | Q3 2016 | Q3 2023 | 13 |
CIGNA INVESTMENTS INC /NEW | 13 | 13 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
HRT FINANCIAL LP | 6 | 1 | 0.00% | 0.12% | 0.48% | Q3 2019 | Q3 2023 | 13 |
Empowered Funds, LLC | 5 | 3 | 0.02% | 0.26% | 0.54% | Q1 2019 | Q3 2023 | 13 |
Achmea Investment Management B.V. | 7 | 6 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Simplicity Solutions, LLC | 8 | 2 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 13 |
Sugarloaf Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Vident Investment Advisory, LLC | 13 | 13 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 13 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2021 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.05% | 0.07% | 0.13% | Q3 2020 | Q3 2023 | 13 |
LAZARD ASSET MANAGEMENT LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 13 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 7 | 6 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2021 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Blue Zone Wealth Advisors, LLC | 13 | 13 | 1.48% | 1.87% | 2.25% | Q3 2020 | Q3 2023 | 13 |
Ancora Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 0.15% | 0.23% | 0.32% | Q3 2020 | Q3 2023 | 13 |
Greytown Advisors Inc. | 13 | 13 | 0.15% | 0.20% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Mount Yale Investment Advisors, LLC | 6 | 1 | 0.01% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
C M BIDWELL & ASSOCIATES LTD | 12 | 12 | 0.03% | 0.13% | 0.28% | Q2 2018 | Q1 2021 | 12 |
FNY Investment Advisers, LLC | 6 | 1 | 0.00% | 0.06% | 0.28% | Q2 2018 | Q1 2023 | 12 |
CREDIT AGRICOLE S A | 9 | 1 | 0.00% | 0.01% | 0.15% | Q3 2016 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.19% | 0.62% | 1.29% | Q4 2020 | Q3 2023 | 12 |
BNP Paribas Asset Management Holding S.A. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
UMB Bank, n.a. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Bank Julius Baer & Co. Ltd, Zurich | 10 | 2 | 0.00% | 0.02% | 0.11% | Q1 2020 | Q3 2023 | 12 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.03% | 0.10% | Q3 2019 | Q2 2023 | 12 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.09% | 0.21% | Q4 2016 | Q2 2023 | 12 |
Cresset Asset Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 12 |
CNA FINANCIAL CORP | 12 | 12 | 0.19% | 0.35% | 0.62% | Q1 2020 | Q4 2022 | 12 |
RAYMOND JAMES TRUST N.A. | 7 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 12 |
Livforsakringsbolaget Skandia, Omsesidigt | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Orion Capital Management LLC | 12 | 12 | 0.87% | 2.65% | 5.33% | Q4 2020 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 11 | 1 | 0.01% | 0.06% | 0.10% | Q2 2020 | Q2 2023 | 12 |
Haverford Trust Co | 7 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Sepio Capital, LP | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
HERITAGE INVESTORS MANAGEMENT CORP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Robeco Institutional Asset Management B.V. | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
ALLSTATE CORP | 11 | 1 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q4 2022 | 12 |
EULAV Asset Management | 12 | 12 | 0.02% | 0.09% | 0.15% | Q2 2017 | Q1 2020 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.08% | 0.18% | Q2 2020 | Q3 2023 | 12 |
Guinness Atkinson Asset Management Inc | 12 | 12 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 10 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Paradiem, LLC | 12 | 12 | 0.91% | 1.20% | 1.63% | Q4 2020 | Q3 2023 | 12 |
FUKOKU MUTUAL LIFE INSURANCE Co | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Mathes Company, Inc. | 8 | 2 | 0.14% | 0.20% | 0.25% | Q2 2020 | Q3 2023 | 12 |
Jacobi Capital Management LLC | 9 | 3 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2021 | 12 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.55% | 0.89% | 1.99% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Dai-ichi Life Insurance Company, Ltd | 8 | 1 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 12 |
Ardevora Asset Management LLP | 8 | 4 | 0.01% | 0.58% | 1.06% | Q1 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.09% | 0.26% | Q2 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Integrated Advisors Network LLC | 12 | 12 | 0.15% | 0.24% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Arthedge Capital Management, LLC | 12 | 12 | 10.77% | 15.33% | 18.75% | Q4 2020 | Q3 2023 | 12 |
LCM Capital Management Inc | 12 | 12 | 0.23% | 0.34% | 0.43% | Q4 2020 | Q3 2023 | 12 |
AIA Group Ltd | 12 | 12 | 0.06% | 0.28% | 0.67% | Q4 2020 | Q3 2023 | 12 |
Yorktown Management & Research Co Inc | 5 | 3 | 0.19% | 0.42% | 0.77% | Q1 2020 | Q3 2023 | 11 |
Trexquant Investment LP | 6 | 1 | 0.02% | 0.14% | 0.24% | Q4 2017 | Q4 2022 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 11 |
Paragon Advisors, LLC | 10 | 1 | 0.28% | 0.73% | 1.33% | Q4 2019 | Q4 2022 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q4 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 11 | 11 | 0.05% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Capital Advisory Group Advisory Services, LLC | 10 | 1 | 0.01% | 0.11% | 0.42% | Q2 2019 | Q1 2022 | 11 |
Moors & Cabot, Inc. | 11 | 11 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Korea Investment CORP | 10 | 1 | 0.00% | 0.04% | 0.16% | Q2 2020 | Q3 2023 | 11 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 7 | 1 | 0.09% | 0.11% | 0.15% | Q3 2020 | Q3 2023 | 11 |
Tarbox Family Office, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2019 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Cerity Partners LLC | 11 | 11 | 0.01% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Crawford Lake Capital Management, LLC | 2 | 1 | 0.55% | 1.24% | 2.80% | Q1 2017 | Q4 2021 | 11 |
VALLEY NATIONAL ADVISERS INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Kensington Investment Counsel, LLC | 8 | 3 | 0.90% | 1.41% | 1.82% | Q4 2020 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Mayflower Financial Advisors, LLC | 6 | 5 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Taikang Asset Management (Hong Kong) Co Ltd | 11 | 11 | 0.37% | 0.89% | 1.75% | Q1 2021 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 7 | 1 | 0.02% | 0.04% | 0.16% | Q3 2020 | Q3 2023 | 11 |
Maryland Capital Management | 11 | 11 | 0.07% | 1.08% | 2.98% | Q1 2020 | Q3 2022 | 11 |
CYPRESS ASSET MANAGEMENT INC/TX | 11 | 11 | 0.11% | 0.46% | 1.16% | Q4 2017 | Q2 2020 | 11 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 9 | 2 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 11 |
WILLIAMS JONES & ASSOCIATES LLC | 11 | 11 | 0.29% | 1.23% | 1.98% | Q4 2016 | Q2 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.04% | 0.10% | 0.33% | Q1 2021 | Q3 2023 | 11 |
DnB Asset Management AS | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2023 | 11 |
Mattern Wealth Management LLC | 7 | 1 | 0.09% | 0.11% | 0.14% | Q3 2020 | Q3 2023 | 11 |
SEEYOND | 11 | 11 | 0.01% | 0.03% | 0.10% | Q2 2020 | Q4 2022 | 11 |
Centiva Capital, LP | 3 | 2 | 0.00% | 0.02% | 0.07% | Q1 2022 | Q3 2023 | 11 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
MYDA Advisors LLC | 3 | 1 | 0.12% | 0.54% | 2.61% | Q4 2017 | Q1 2022 | 11 |
Perigon Wealth Management, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q3 2011 | Q3 2023 | 11 |
Cavalier Investments, LLC | 11 | 11 | 0.18% | 0.54% | 0.95% | Q2 2020 | Q4 2022 | 11 |
Rehmann Capital Advisory Group | 7 | 1 | 0.00% | 0.03% | 0.09% | Q2 2017 | Q1 2021 | 11 |
Meiji Yasuda Asset Management Co Ltd. | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 11 |
Avestar Capital, LLC | 11 | 11 | 0.04% | 0.08% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Verdence Capital Advisors LLC | 8 | 3 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 11 |
Douglass Winthrop Advisors, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Camelot Portfolios, LLC | 11 | 11 | 0.16% | 0.42% | 1.13% | Q4 2018 | Q2 2021 | 11 |
Golden Green, Inc. | 9 | 2 | 0.25% | 0.99% | 2.56% | Q4 2020 | Q3 2023 | 11 |
Winch Advisory Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
PRUDENTIAL PLC | 10 | 1 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 11 |
Evolutionary Tree Capital Management, LLC | 6 | 5 | 0.15% | 2.03% | 2.97% | Q4 2020 | Q3 2023 | 11 |
Sargent Bickham Lagudis LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 11 |
Donoghue Forlines LLC | 11 | 11 | 0.08% | 0.17% | 0.40% | Q1 2021 | Q3 2023 | 11 |
Parisi Gray Wealth Management | 8 | 2 | 0.11% | 0.18% | 0.24% | Q3 2020 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Elo Mutual Pension Insurance Co | 10 | 10 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
TEACHERS ADVISORS, LLC | 10 | 10 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2019 | 10 |
NORTHWEST WEALTH MANAGEMENT, LLC | 9 | 1 | 0.10% | 0.30% | 0.67% | Q1 2020 | Q3 2022 | 10 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 2 | 0.03% | 0.13% | 0.43% | Q4 2020 | Q3 2023 | 10 |
REGIONS FINANCIAL CORP | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 10 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 2 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 10 |
Mutual Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 10 |
CIM, LLC | 10 | 10 | 0.14% | 0.31% | 0.50% | Q4 2018 | Q1 2021 | 10 |
Vestcor Inc | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
ARK Investment Management | 8 | 2 | 0.04% | 0.37% | 1.78% | Q3 2019 | Q3 2023 | 10 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 3 | 0.01% | 0.04% | 0.12% | Q4 2020 | Q3 2023 | 10 |
Zions Bancorporation, N.A. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
AMUNDI ASSET MANAGEMENT US, INC. | 10 | 10 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q1 2021 | 10 |
CARILLON TOWER ADVISERS, INC. | 5 | 5 | 0.02% | 0.05% | 0.11% | Q1 2018 | Q4 2020 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 10 |
Dakota Wealth Management | 5 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 10 |
CALTON & ASSOCIATES, INC. | 10 | 10 | 0.06% | 0.09% | 0.18% | Q2 2020 | Q3 2022 | 10 |
EQUITABLE TRUST CO | 5 | 5 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 10 |
Mariner, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 10 |
LYELL WEALTH MANAGEMENT, LP | 10 | 10 | 0.40% | 0.59% | 0.72% | Q2 2021 | Q3 2023 | 10 |
SG3 Management, LLC | 2 | 1 | 0.01% | 0.14% | 0.41% | Q2 2018 | Q2 2022 | 10 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 1 | 0.01% | 0.09% | 0.35% | Q1 2017 | Q2 2020 | 10 |
Princeton Global Asset Management LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Aries Wealth Management | 6 | 1 | 0.09% | 0.12% | 0.16% | Q3 2020 | Q3 2023 | 10 |
Polen Capital Management | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ROOSEVELT INVESTMENT GROUP LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2022 | 10 |
GILL CAPITAL PARTNERS, LLC | 6 | 4 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q4 2023 | 10 |
Kovack Advisors, Inc. | 9 | 9 | 0.00% | 0.27% | 0.44% | Q2 2020 | Q2 2022 | 10 |
Diversified Portfolios, Inc. | 10 | 10 | 0.04% | 0.12% | 0.29% | Q2 2021 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BOSTON FAMILY OFFICE LLC | 8 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 10 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
JANICZEK WEALTH MANAGEMENT, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 6 | 4 | 0.15% | 0.23% | 0.31% | Q2 2018 | Q3 2023 | 10 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.04% | 0.15% | Q2 2017 | Q3 2023 | 10 |
Schwab Charitable Fund | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 10 |
Jump Financial, LLC | 5 | 1 | 0.01% | 0.11% | 0.33% | Q4 2020 | Q3 2023 | 10 |
Ascendant Capital Management, LLC | 5 | 4 | 0.18% | 1.20% | 2.50% | Q4 2020 | Q1 2023 | 10 |
BURNEY CO/ | 6 | 4 | 0.01% | 0.22% | 0.64% | Q4 2020 | Q3 2023 | 10 |
TOBAM | 4 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 10 |
SYMMETRY PEAK MANAGEMENT LLC | 3 | 1 | 0.02% | 0.17% | 0.53% | Q3 2017 | Q3 2023 | 10 |
MCKINLEY CAPITAL MANAGEMENT LLC | 10 | 10 | 0.00% | 0.31% | 0.42% | Q4 2018 | Q1 2021 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.97% | 1.32% | 1.64% | Q2 2021 | Q3 2023 | 10 |
MetLife Investment Management, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 10 |
Aperio Group, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2020 | 10 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 4 | 1 | 0.03% | 0.27% | 0.86% | Q3 2016 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.04% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 10 |
TSFG, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
First Trust Direct Indexing L.P. | 10 | 10 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
First American Bank | 7 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2021 | 10 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 10 |
PINNACLE FINANCIAL PARTNERS INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 10 |
EMERALD ADVISERS, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Paradigm Financial Partners, LLC | 10 | 10 | 0.07% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 1 | 0.02% | 0.12% | 0.65% | Q1 2018 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Cipher Capital LP | 5 | 1 | 0.03% | 0.13% | 0.40% | Q1 2017 | Q1 2021 | 9 |
WealthTrust-Arizona, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 9 |
AWM CAPITAL, LLC | 9 | 9 | 1.23% | 2.65% | 6.38% | Q3 2021 | Q3 2023 | 9 |
Fiera Capital Corp | 6 | 3 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q4 2020 | 9 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Avior Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Harel Insurance Investments & Financial Services Ltd. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q4 2021 | 9 |
Bridgewater Advisors Inc. | 9 | 9 | 0.12% | 0.21% | 0.33% | Q2 2021 | Q2 2023 | 9 |
PROFUND ADVISORS LLC | 7 | 1 | 0.01% | 0.02% | 0.12% | Q3 2020 | Q3 2023 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.10% | 0.28% | Q1 2018 | Q3 2022 | 9 |
LA FINANCIERE DE L'ECHIQUIER | 6 | 3 | 0.04% | 0.32% | 0.48% | Q1 2020 | Q2 2023 | 9 |
DIKER MANAGEMENT LLC | 5 | 4 | 1.55% | 3.28% | 5.43% | Q2 2021 | Q3 2023 | 9 |
NWK Group, Inc. | 9 | 9 | 1.35% | 1.73% | 2.11% | Q4 2019 | Q4 2021 | 9 |
Pearl River Capital, LLC | 3 | 1 | 0.05% | 0.25% | 0.51% | Q2 2019 | Q2 2023 | 9 |
QS Investors, LLC | 7 | 1 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q2 2021 | 9 |
ZACKS INVESTMENT MANAGEMENT | 7 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 9 |
Bristlecone Advisors, LLC | 9 | 9 | 0.03% | 0.10% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Andra AP-fonden | 3 | 1 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 9 |
AlphaCrest Capital Management LLC | 5 | 1 | 0.03% | 0.06% | 0.12% | Q4 2019 | Q3 2022 | 9 |
Brookstone Capital Management | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Checchi Capital Advisers, LLC | 4 | 1 | 0.02% | 0.11% | 0.30% | Q4 2020 | Q3 2023 | 9 |
Lisanti Capital Growth, LLC | 6 | 1 | 0.13% | 0.83% | 1.62% | Q3 2017 | Q3 2020 | 9 |
World Asset Management Inc | 6 | 3 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2021 | 9 |
Tredje AP-fonden | 9 | 9 | 0.02% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Sutton Wealth Advisors Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
B. Riley Wealth Management, Inc. | 9 | 9 | 0.00% | 0.19% | 0.40% | Q2 2020 | Q2 2022 | 9 |
EMC Capital Management | 9 | 9 | 0.04% | 0.20% | 0.40% | Q3 2021 | Q3 2023 | 9 |
Motley Fool Asset Management LLC | 5 | 2 | 0.00% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 9 |
Xact Kapitalforvaltning AB | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2020 | 9 |
GHP Investment Advisors, Inc. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Concentrum Wealth Management | 8 | 1 | 0.13% | 0.22% | 0.33% | Q2 2020 | Q3 2023 | 9 |
Ausdal Financial Partners, Inc. | 9 | 9 | 0.12% | 0.17% | 0.23% | Q3 2021 | Q3 2023 | 9 |
HighPoint Advisor Group LLC | 8 | 1 | 0.03% | 0.14% | 0.25% | Q4 2019 | Q2 2022 | 9 |
Coastline Trust Co | 9 | 9 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2022 | 9 |
Derbend Asset Management | 6 | 3 | 0.15% | 0.33% | 0.60% | Q2 2021 | Q3 2023 | 9 |
Y-Intercept (Hong Kong) Ltd | 3 | 2 | 0.05% | 0.18% | 0.49% | Q4 2020 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
TWIN CAPITAL MANAGEMENT INC | 9 | 9 | 0.16% | 0.26% | 0.33% | Q3 2021 | Q3 2023 | 9 |
VISTA INVESTMENT MANAGEMENT | 5 | 4 | 0.12% | 0.13% | 0.15% | Q2 2021 | Q3 2023 | 9 |
MADISON WEALTH MANAGEMENT | 9 | 9 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q3 2022 | 9 |
AMP Capital Investors Ltd | 7 | 1 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2021 | 9 |
WEXFORD CAPITAL LP | 8 | 1 | 0.04% | 0.10% | 0.33% | Q4 2016 | Q4 2019 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2022 | 9 |
Caption Management, LLC | 4 | 4 | 0.00% | 0.25% | 0.83% | Q2 2022 | Q1 2023 | 9 |
Arlington Partners LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
ALGERT GLOBAL LLC | 4 | 1 | 0.02% | 0.09% | 0.32% | Q4 2020 | Q3 2023 | 8 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q4 2021 | 8 |
IHT Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Clay Northam Wealth Management, LLC | 8 | 8 | 0.61% | 0.81% | 0.96% | Q4 2021 | Q3 2023 | 8 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 8 | 8 | 0.26% | 1.19% | 3.16% | Q1 2017 | Q4 2018 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 0.28% | 2.59% | 4.01% | Q4 2021 | Q3 2023 | 8 |
Horrell Capital Management, Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Gerber Kawasaki Wealth & Investment Management | 5 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
DUALITY ADVISERS, LP | 4 | 2 | 0.02% | 0.26% | 0.82% | Q4 2020 | Q3 2023 | 8 |
Echo Street Capital Management LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 8 |
BIRINYI ASSOCIATES INC | 4 | 1 | 0.14% | 0.25% | 0.34% | Q3 2019 | Q3 2022 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.01% | 0.74% | 1.48% | Q4 2019 | Q3 2023 | 8 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.03% | 0.12% | 0.24% | Q1 2017 | Q4 2021 | 8 |
TELEMUS CAPITAL, LLC | 8 | 8 | 0.03% | 0.15% | 0.22% | Q4 2018 | Q3 2020 | 8 |
Financial Architects, Inc | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2020 | 8 |
Beacon Pointe Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
OneAscent Wealth Management LLC | 3 | 1 | 0.09% | 0.17% | 0.28% | Q4 2020 | Q2 2023 | 8 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.05% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 8 |
Deane Retirement Strategies, Inc. | 5 | 1 | 0.48% | 1.45% | 2.94% | Q3 2017 | Q3 2023 | 8 |
Wealth Alliance | 6 | 1 | 0.05% | 0.16% | 0.26% | Q2 2021 | Q3 2023 | 8 |
INTRUST BANK NA | 4 | 1 | 0.04% | 0.07% | 0.11% | Q3 2018 | Q4 2020 | 8 |
In-Depth Partners, LLC | 8 | 8 | 7.07% | 9.11% | 10.88% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 1.26% | 1.74% | 2.32% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FULLER & THALER ASSET MANAGEMENT, INC. | 6 | 2 | 0.00% | 0.09% | 0.13% | Q2 2017 | Q2 2020 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Xcel Wealth Management, LLC | 8 | 8 | 0.10% | 0.21% | 0.40% | Q2 2020 | Q1 2022 | 8 |
Sciencast Management LP | 3 | 1 | 0.05% | 0.25% | 0.67% | Q2 2019 | Q3 2023 | 8 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 1 | 0.03% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 8 |
Capital Investment Advisory Services, LLC | 6 | 2 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q1 2022 | 8 |
Hayden Royal, LLC | 4 | 4 | 0.12% | 0.29% | 0.78% | Q2 2019 | Q4 2021 | 8 |
L & S Advisors Inc | 3 | 2 | 0.04% | 0.14% | 0.26% | Q4 2019 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.24% | 0.33% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Lattice Capital Management, LLC | 8 | 8 | 0.04% | 0.22% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2022 | 8 |
Redpoint Investment Management Pty Ltd | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2022 | 8 |
CX Institutional | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.09% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 4.10% | 4.92% | 5.63% | Q4 2021 | Q3 2023 | 8 |
Bensler, LLC | 8 | 8 | 0.69% | 0.98% | 1.57% | Q4 2021 | Q3 2023 | 8 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 7 | 7 | 0.04% | 0.28% | 0.63% | Q3 2016 | Q1 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Blueshift Asset Management, LLC | 4 | 1 | 0.02% | 0.14% | 0.26% | Q4 2019 | Q4 2022 | 8 |
Leelyn Smith, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
LVZ, Inc. | 7 | 1 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q2 2023 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 8 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.00% | 0.23% | 0.51% | Q1 2020 | Q3 2023 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.87% | 1.23% | 1.46% | Q4 2021 | Q3 2023 | 8 |
State of Alaska, Department of Revenue | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2022 | 8 |
IBM Retirement Fund | 8 | 8 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q1 2022 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.00% | 0.01% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.08% | 0.20% | Q4 2021 | Q3 2023 | 8 |
LAKE STREET FINANCIAL LLC | 6 | 1 | 0.02% | 0.13% | 0.19% | Q3 2021 | Q3 2023 | 8 |
V Wealth Advisors LLC | 3 | 1 | 0.03% | 0.04% | 0.07% | Q1 2020 | Q2 2023 | 8 |
Spearhead Capital Advisors, LLC | 8 | 8 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q1 2022 | 8 |
Personal Capital Advisors Corp | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
TD Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EVOKE WEALTH, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 8 |
Seaport Global Advisors, LLC | 8 | 8 | 0.32% | 0.74% | 1.15% | Q4 2021 | Q3 2023 | 8 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 6 | 2 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 8 |
Csenge Advisory Group | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
YOUSIF CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
QUEST INVESTMENT MANAGEMENT LLC | 5 | 2 | 0.28% | 0.83% | 1.39% | Q1 2020 | Q1 2022 | 7 |
Disciplined Investments, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 7 |
Level Financial Advisors, Inc. | 4 | 3 | 0.01% | 0.06% | 0.17% | Q4 2021 | Q3 2023 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Alterity Financial Group, LLC | 3 | 1 | 0.37% | 0.57% | 0.97% | Q1 2021 | Q3 2023 | 7 |
Renasant Bank | 6 | 1 | 0.19% | 0.23% | 0.27% | Q4 2020 | Q3 2022 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2019 | 7 |
Dana Investment Advisors, Inc. | 7 | 7 | 0.02% | 0.20% | 0.52% | Q2 2018 | Q4 2019 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 7 |
Holloway Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.39% | 0.61% | 0.85% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q1 2021 | 7 |
WEST PACES ADVISORS INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Realta Investment Advisors | 3 | 1 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q4 2021 | 7 |
AGF INVESTMENTS INC. | 7 | 7 | 0.03% | 0.05% | 0.11% | Q3 2019 | Q1 2021 | 7 |
LRT Capital Management, LLC | 7 | 7 | 0.21% | 0.71% | 1.12% | Q1 2022 | Q3 2023 | 7 |
Activest Wealth Management | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 7 |
NumerixS Investment Technologies Inc | 4 | 3 | 0.01% | 0.13% | 0.20% | Q4 2016 | Q4 2019 | 7 |
Axiom Investment Management LLC | 7 | 7 | 0.20% | 0.34% | 0.79% | Q2 2020 | Q4 2021 | 7 |
J. Goldman & Co LP | 3 | 1 | 0.04% | 0.96% | 2.03% | Q2 2020 | Q4 2022 | 7 |
Assenagon Asset Management S.A. | 5 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 7 |
EAM Investors, LLC | 5 | 2 | 0.30% | 0.44% | 0.59% | Q2 2017 | Q2 2019 | 7 |
Farmers & Merchants Trust Co of Chambersburg PA | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BRIGHTON JONES LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 7 |
KCM INVESTMENT ADVISORS LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Financial Management Professionals, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 7 |
Candriam S.C.A. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Arkadios Wealth Advisors | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
INVESTMENT HOUSE LLC | 7 | 7 | 0.02% | 0.12% | 0.22% | Q1 2022 | Q3 2023 | 7 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Castle Rock Wealth Management, LLC | 6 | 1 | 0.14% | 0.31% | 0.49% | Q2 2021 | Q3 2023 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.04% | 0.06% | Q4 2017 | Q3 2022 | 7 |
Soltis Investment Advisors LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 7 |
Alkeon Capital Management | 5 | 2 | 0.39% | 0.63% | 0.97% | Q3 2019 | Q2 2021 | 7 |
Capital Advisors, Ltd. LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.32% | 0.67% | 1.54% | Q4 2021 | Q3 2023 | 7 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
EP Wealth Advisors, LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 7 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 7 |
Coastal Bridge Advisors, LLC | 4 | 1 | 0.05% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 7 |
DOHENY ASSET MANAGEMENT /CA | 7 | 7 | 0.23% | 0.37% | 0.49% | Q2 2020 | Q4 2021 | 7 |
Wealthspire Advisors, L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2020 | 7 |
Kaizen Financial Strategies | 6 | 1 | 0.19% | 0.48% | 0.76% | Q3 2021 | Q2 2023 | 7 |
Claraphi Advisory Network, LLC | 6 | 1 | 0.05% | 0.10% | 0.13% | Q2 2019 | Q2 2021 | 7 |
HBW ADVISORY SERVICES LLC | 4 | 1 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 7 |
NN Investment Partners Holdings N.V. | 5 | 2 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q1 2022 | 7 |
FIRST FOUNDATION ADVISORS | 7 | 7 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2022 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Quadrature Capital Ltd | 2 | 1 | 0.02% | 0.17% | 0.50% | Q2 2017 | Q3 2023 | 7 |
Crossmark Global Holdings, Inc. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 7 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 7 |
Spark Investment Management LLC | 5 | 2 | 0.04% | 0.47% | 1.06% | Q4 2016 | Q1 2021 | 7 |
Employees Retirement System of Texas | 7 | 7 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2022 | 7 |
COLUMBUS CIRCLE INVESTORS | 5 | 2 | 0.05% | 0.12% | 0.36% | Q3 2018 | Q2 2020 | 7 |
Concord Wealth Partners | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 7 |
JACOBS & CO/CA | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 7 |
Avion Wealth | 4 | 2 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
PGGM Investments | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 6 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Fund Management at Engine No. 1 LLC | 5 | 1 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Point72 Asset Management, L.P. | 2 | 1 | 0.02% | 0.04% | 0.10% | Q4 2022 | Q3 2023 | 6 |
First Heartland Consultants, Inc. | 6 | 6 | 0.02% | 0.06% | 0.09% | Q3 2020 | Q4 2021 | 6 |
NuWave Investment Management, LLC | 3 | 3 | 0.00% | 0.48% | 1.54% | Q3 2020 | Q2 2022 | 6 |
Riverview Trust Co | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
BREITER CAPITAL MANAGEMENT INC | 4 | 2 | 0.10% | 0.15% | 0.21% | Q3 2020 | Q1 2022 | 6 |
Elite Wealth Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
PARADIGM ASSET MANAGEMENT CO LLC | 6 | 6 | 0.13% | 0.17% | 0.22% | Q4 2020 | Q1 2022 | 6 |
British Airways Pensions Investment Management Ltd | 3 | 3 | 0.15% | 0.30% | 0.43% | Q1 2019 | Q4 2020 | 6 |
Lee Financial Co | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2022 | 6 |
MinichMacGregor Wealth Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 6 |
Nikko Asset Management Americas, Inc. | 4 | 2 | 0.09% | 0.33% | 0.84% | Q3 2019 | Q3 2023 | 6 |
SMITH ASSET MANAGEMENT GROUP LP | 4 | 2 | 0.24% | 0.35% | 0.45% | Q2 2019 | Q2 2021 | 6 |
Lion Street Advisors, LLC | 2 | 1 | 0.09% | 0.90% | 4.76% | Q1 2021 | Q2 2023 | 6 |
Perennial Investment Advisors, LLC | 6 | 6 | 0.06% | 0.15% | 0.30% | Q4 2020 | Q1 2022 | 6 |
ASB Consultores, LLC | 5 | 1 | 0.10% | 0.15% | 0.26% | Q1 2022 | Q3 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
BANK OF HAWAII | 6 | 6 | 0.02% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
DAVENPORT & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Itau Unibanco Holding S.A. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Johnson Financial Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FARR MILLER & WASHINGTON LLC/DC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 3 | 1 | 0.20% | 0.24% | 0.27% | Q4 2021 | Q3 2023 | 6 |
Western Wealth Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 6 | 0.08% | 0.12% | 0.15% | Q4 2020 | Q1 2022 | 6 |
PICTET ASSET MANAGEMENT LTD | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 6 |
Voya Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 6 |
Standard Family Office LLC | 3 | 1 | 0.03% | 0.26% | 0.95% | Q4 2020 | Q3 2022 | 6 |
HB Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
CHICAGO EQUITY PARTNERS LLC | 4 | 2 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q2 2019 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Carroll Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q4 2021 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q4 2020 | 6 |
Avondale Wealth Management | 6 | 6 | 0.13% | 0.18% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Bridgewater Associates | 6 | 6 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q4 2022 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 6 | 0.13% | 0.17% | 0.22% | Q2 2021 | Q3 2022 | 6 |
Weil Company, Inc. | 6 | 6 | 0.38% | 0.74% | 1.17% | Q4 2017 | Q1 2019 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Alberta Investment Management Corp | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 6 |
VICUS CAPITAL | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 6 |
StoneX Group Inc. | 5 | 1 | 0.04% | 0.06% | 0.11% | Q4 2020 | Q2 2022 | 6 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 6 |
PRW Wealth Management LLC | 3 | 3 | 0.11% | 0.19% | 0.34% | Q2 2020 | Q1 2022 | 6 |
XTX Topco Ltd | 3 | 1 | 0.10% | 0.13% | 0.15% | Q1 2021 | Q3 2023 | 6 |
ETRADE Capital Management LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2020 | 6 |
PIEDMONT INVESTMENT ADVISORS INC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 6 |
CVA Family Office, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
Modera Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 6 |
Bellwether Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Quilter Plc | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Corient Capital Partners, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.03% | 0.08% | Q2 2022 | Q3 2023 | 6 |
RPG Investment Advisory, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Lavaca Capital LLC | 6 | 6 | 0.06% | 0.08% | 0.12% | Q3 2020 | Q4 2021 | 6 |
Cardan Capital Partners, LLC | 6 | 6 | 0.03% | 0.03% | 0.05% | Q2 2020 | Q3 2021 | 6 |
Keel Point, LLC | 6 | 6 | 0.04% | 0.08% | 0.10% | Q3 2020 | Q4 2021 | 6 |
LifePro Asset Management | 4 | 2 | 3.02% | 5.59% | 6.95% | Q2 2020 | Q1 2022 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
SVB WEALTH LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
JONES FINANCIAL COMPANIES LLLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4 | 1 | 0.01% | 0.01% | 0.04% | Q2 2021 | Q1 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.41% | 0.59% | 0.79% | Q2 2022 | Q3 2023 | 6 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.01% | 0.05% | 0.10% | Q3 2019 | Q3 2020 | 5 |
CWA Asset Management Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Meadow Creek Investment Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
American Trust | 3 | 2 | 0.06% | 0.12% | 0.18% | Q1 2022 | Q3 2023 | 5 |
Gladstone Institutional Advisory LLC | 2 | 1 | 0.03% | 0.07% | 0.12% | Q2 2019 | Q4 2021 | 5 |
IndexIQ Advisors LLC | 5 | 5 | 0.00% | 0.09% | 0.14% | Q1 2021 | Q1 2022 | 5 |
KB FINANCIAL PARTNERS, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Altshuler Shaham Ltd | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 5 |
Latitude Advisors, LLC | 3 | 2 | 0.07% | 0.10% | 0.16% | Q3 2021 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 5 |
Leucadia National | 3 | 2 | 0.00% | 0.13% | 0.44% | Q3 2017 | Q3 2023 | 5 |
Flinton Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Pacer Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Alcosta Capital Management, Inc. | 5 | 5 | 2.66% | 3.06% | 3.57% | Q4 2020 | Q4 2021 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.46% | 0.65% | 0.82% | Q3 2022 | Q3 2023 | 5 |
GM Advisory Group, LLC | 3 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 5 |
RENAISSANCE GROUP LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Stony Point Capital LLC | 3 | 1 | 0.99% | 2.41% | 3.77% | Q4 2019 | Q3 2023 | 5 |
Bridgefront Capital, LLC | 2 | 1 | 0.13% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.10% | 0.14% | 0.17% | Q4 2017 | Q2 2023 | 5 |
Sonora Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
State of Wyoming | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Traynor Capital Management, Inc. | 2 | 1 | 0.03% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 5 |
Stratos Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.04% | 0.09% | Q2 2019 | Q4 2021 | 5 |
Stone Ridge Asset Management LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2019 | 5 |
RMR Wealth Builders | 3 | 2 | 0.01% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 5 |
AO Asset Management, LP | 5 | 5 | 1.40% | 1.94% | 2.57% | Q2 2019 | Q2 2020 | 5 |
Nadler Financial Group, Inc. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q4 2021 | 5 |
tru Independence LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2020 | 5 |
Quantamental Technologies LLC | 2 | 1 | 0.07% | 0.39% | 1.01% | Q4 2018 | Q1 2022 | 5 |
JAT Capital Mgmt LP | 4 | 1 | 0.93% | 3.39% | 8.16% | Q2 2022 | Q3 2023 | 5 |
OppenheimerFunds, Inc. | 4 | 1 | 0.02% | 0.04% | 0.09% | Q3 2017 | Q1 2019 | 5 |
CAAS CAPITAL MANAGEMENT LP | 3 | 3 | 0.03% | 0.05% | 0.08% | Q2 2022 | Q4 2022 | 5 |
OSSIAM | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Desjardins Global Asset Management Inc. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 5 |
M Holdings Securities, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 5 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 5 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.04% | 0.11% | Q3 2018 | Q3 2023 | 5 |
Marcum Wealth, LLC | 5 | 5 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q4 2021 | 5 |
ROMAN BUTLER FULLERTON & CO | 3 | 2 | 0.24% | 0.34% | 0.49% | Q4 2018 | Q1 2021 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q1 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 5 | 5 | 0.45% | 1.74% | 2.78% | Q4 2017 | Q4 2018 | 5 |
Balentine LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 5 |
WoodTrust Financial Corp | 3 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 5 |
Veritable, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
Gunderson Capital Management Inc. | 3 | 2 | 0.56% | 0.79% | 0.93% | Q1 2019 | Q4 2020 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Adalta Capital Management LLC | 5 | 5 | 0.14% | 0.16% | 0.19% | Q4 2020 | Q4 2021 | 5 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Genesee Capital Advisors, LLC | 3 | 2 | 0.15% | 0.18% | 0.25% | Q4 2020 | Q1 2022 | 5 |
Silvant Capital Management LLC | 5 | 5 | 0.24% | 0.43% | 0.54% | Q3 2022 | Q3 2023 | 5 |
Maytus Capital Management, LLC | 4 | 1 | 1.27% | 2.31% | 4.02% | Q4 2021 | Q3 2023 | 5 |
Chicago Partners Investment Group LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Summit Trail Advisors, LLC | 4 | 1 | 0.03% | 0.07% | 0.10% | Q4 2017 | Q3 2020 | 5 |
Hennion & Walsh Asset Management, Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 5 |
Riggs Asset Managment Co. Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2021 | 5 |
HALL CAPITAL MANAGEMENT CO INC | 4 | 1 | 0.12% | 0.17% | 0.20% | Q4 2020 | Q1 2022 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 2.39% | 3.06% | 3.96% | Q4 2021 | Q4 2022 | 5 |
Graham Capital Management, L.P. | 3 | 1 | 0.02% | 0.05% | 0.13% | Q1 2022 | Q3 2023 | 5 |
L.M. KOHN & COMPANY | 3 | 2 | 0.08% | 0.12% | 0.19% | Q1 2022 | Q3 2023 | 5 |
D'Orazio & Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
StrongBox Wealth, LLC | 5 | 5 | 0.17% | 0.25% | 0.28% | Q3 2020 | Q3 2021 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
VAN ECK ASSOCIATES CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 5 |
Tyers Asset Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Stonebridge Financial Planning Group, LLC | 5 | 5 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
WFA Asset Management Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Marshall Wace North America L.P. | 3 | 2 | 0.02% | 0.07% | 0.18% | Q1 2018 | Q2 2021 | 5 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.08% | 0.67% | 1.46% | Q1 2019 | Q3 2022 | 5 |
Otter Creek Advisors, LLC | 4 | 1 | 0.47% | 1.05% | 2.03% | Q3 2019 | Q3 2022 | 5 |
O'Dell Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
Sandbox Financial Partners, LLC | 5 | 5 | 0.21% | 0.29% | 0.42% | Q4 2020 | Q4 2021 | 5 |
Clear Perspective Advisors, LLC | 5 | 5 | 0.13% | 0.21% | 0.30% | Q4 2019 | Q4 2020 | 5 |
MADDEN SECURITIES Corp | 4 | 1 | 0.70% | 1.71% | 2.74% | Q2 2020 | Q4 2021 | 5 |
Neuburgh Advisers LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 5 |
MEANS INVESTMENT CO., INC. | 2 | 1 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q1 2022 | 5 |
TRUE Private Wealth Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 5 |
Cunning Capital Partners, LP | 4 | 1 | 1.20% | 2.50% | 3.96% | Q1 2020 | Q4 2021 | 5 |
FCF Advisors LLC | 4 | 1 | 0.32% | 0.59% | 0.75% | Q1 2022 | Q4 2023 | 5 |
MOODY ALDRICH PARTNERS LLC | 5 | 5 | 0.06% | 0.54% | 0.88% | Q2 2018 | Q2 2019 | 5 |
CTC LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Founder Collective GP, LLC | 5 | 5 | 100.00% | 100.00% | 100.00% | Q4 2016 | Q4 2017 | 5 |
Artisan Partners Limited Partnership | 5 | 5 | 0.12% | 0.16% | 0.23% | Q4 2018 | Q4 2019 | 5 |
Ergoteles LLC | 2 | 1 | 0.03% | 0.34% | 0.86% | Q4 2020 | Q3 2022 | 5 |
Dorsey Asset Management | 5 | 5 | 3.82% | 7.66% | 10.89% | Q2 2018 | Q2 2019 | 5 |
ADVISORY RESEARCH INC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2020 | 5 |
Eisler Capital (US) LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 5 |
HEADINVEST, LLC | 4 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 5 |
Quantinno Capital Management LP | 4 | 1 | 0.02% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 5 |
RWA WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 5 |
Burleson & Company, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Taika Capital, LP | 5 | 5 | 3.07% | 4.02% | 5.76% | Q1 2022 | Q1 2023 | 5 |
TIVERTON ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2019 | 5 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2023 | 5 |
ENZI WEALTH | 5 | 5 | 0.35% | 0.48% | 0.68% | Q3 2022 | Q3 2023 | 5 |
Laidlaw Wealth Management LLC | 5 | 5 | 0.08% | 0.09% | 0.12% | Q2 2020 | Q2 2021 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
VIVID FINANCIAL MANAGEMENT, INC. | 5 | 5 | 0.12% | 0.17% | 0.21% | Q4 2020 | Q4 2021 | 5 |
Circle Wealth Management, LLC | 5 | 5 | 0.08% | 0.14% | 0.22% | Q4 2017 | Q4 2018 | 5 |
Granite Harbor Advisors, Inc. | 4 | 4 | 0.41% | 0.47% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Retirement Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 4 |
MAI Capital Management | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Connacht Asset Management LP | 3 | 1 | 0.09% | 0.31% | 0.54% | Q1 2022 | Q1 2023 | 4 |
Hanlon Investment Management, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2021 | 4 |
Capula Management Ltd | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.03% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 4 |
McCarthy Asset Management, Inc. | 4 | 4 | 0.05% | 0.10% | 0.13% | Q4 2020 | Q3 2021 | 4 |
Peregrine Asset Advisers, Inc. | 2 | 1 | 0.13% | 1.60% | 4.01% | Q3 2018 | Q3 2022 | 4 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q2 2023 | 4 |
A.R.T. Advisors, LLC | 2 | 1 | 0.02% | 0.10% | 0.23% | Q1 2017 | Q1 2019 | 4 |
AdvisorShares Investments LLC | 3 | 1 | 0.07% | 0.35% | 0.52% | Q4 2019 | Q4 2020 | 4 |
ARS Investment Partners, LLC | 3 | 1 | 0.05% | 0.95% | 1.47% | Q2 2019 | Q4 2020 | 4 |
Dakota Community Bank & Trust NA | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
UBS OCONNOR LLC | 4 | 4 | 0.19% | 0.27% | 0.37% | Q2 2017 | Q1 2018 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q1 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 1 | 0.09% | 0.11% | 0.12% | Q4 2018 | Q4 2019 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
Maven Securities LTD | 1 | 1 | 0.02% | 0.17% | 0.33% | Q3 2019 | Q4 2022 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.08% | 0.12% | 0.15% | Q4 2020 | Q3 2021 | 4 |
Quantum Capital Management, LLC / NJ | 4 | 4 | 0.46% | 0.85% | 1.16% | Q2 2017 | Q1 2018 | 4 |
CANTOR FITZGERALD, L. P. | 2 | 2 | 0.02% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 4 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q2 2023 | 4 |
RATIONAL ADVISORS LLC | 3 | 1 | 0.00% | 0.42% | 0.81% | Q2 2019 | Q3 2020 | 4 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Requisite Capital Management, LLC | 4 | 4 | 0.22% | 0.24% | 0.27% | Q1 2019 | Q4 2019 | 4 |
Sculptor Capital LP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q2 2018 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q4 2023 | 4 |
Symphony Financial, Ltd. Co. | 3 | 1 | 0.06% | 0.09% | 0.10% | Q4 2020 | Q4 2021 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GOFEN & GLOSSBERG LLC /IL/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 0.81% | 2.50% | 3.95% | Q4 2022 | Q3 2023 | 4 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.38% | 1.34% | Q1 2020 | Q3 2023 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Family Firm, Inc. | 3 | 1 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 4 |
Zenyatta Capital Management LP | 2 | 1 | 0.61% | 1.56% | 3.47% | Q4 2021 | Q2 2023 | 4 |
Arlington Financial Advisors, LLC | 2 | 1 | 0.07% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.25% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2021 | 4 |
MIZUHO SECURITIES USA LLC | 2 | 2 | 0.00% | 0.11% | 0.32% | Q1 2018 | Q2 2018 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.34% | 0.46% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Olympiad Research LP | 2 | 2 | 0.15% | 0.26% | 0.40% | Q2 2022 | Q2 2023 | 4 |
SWM Advisors | 4 | 4 | 0.30% | 0.43% | 0.55% | Q4 2021 | Q3 2022 | 4 |
AXS Investments LLC | 2 | 1 | 0.20% | 0.40% | 0.62% | Q1 2021 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
PAX Financial Group, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.16% | 0.21% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Bollard Group LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q4 2021 | 4 |
Whale Rock Capital Management | 3 | 1 | 0.03% | 0.66% | 1.17% | Q3 2016 | Q3 2019 | 4 |
VESTOR CAPITAL, LLC | 3 | 1 | 0.01% | 0.38% | 0.66% | Q1 2022 | Q3 2023 | 4 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.11% | 0.33% | 0.55% | Q3 2018 | Q4 2019 | 4 |
Nationwide Fund Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Executive Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q4 2021 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.16% | 0.23% | 0.33% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PUTNAM INVESTMENTS LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 4 |
CKW FINANCIAL GROUP | 4 | 4 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q4 2020 | 4 |
Banco Santander, S.A. | 1 | 1 | 0.00% | 0.07% | 0.26% | Q1 2020 | Q4 2022 | 4 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 4 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
LMR Partners LLP | 3 | 1 | 0.08% | 0.12% | 0.18% | Q1 2019 | Q1 2020 | 4 |
FARMERS & MERCHANTS INVESTMENTS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
One Charles Private Wealth Services, LLC | 4 | 4 | 0.28% | 0.36% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Alight Capital Management LP | 2 | 1 | 0.36% | 0.88% | 1.51% | Q4 2019 | Q3 2023 | 4 |
17 CAPITAL PARTNERS, LLC | 4 | 4 | 0.41% | 0.64% | 0.75% | Q4 2021 | Q3 2022 | 4 |
Aptus Capital Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.27% | 0.42% | 0.61% | Q4 2020 | Q3 2021 | 4 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 4 |
Ion Asset Management Ltd. | 4 | 4 | 0.16% | 0.21% | 0.26% | Q2 2019 | Q1 2020 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Symmetry Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2023 | 4 |
Enlightenment Research, LLC | 1 | 1 | 0.03% | 1.47% | 3.84% | Q4 2018 | Q3 2022 | 4 |
PROFESSIONAL PLANNING | 3 | 1 | 0.28% | 0.31% | 0.34% | Q2 2020 | Q2 2021 | 4 |
Your Advocates Ltd., LLP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 4 |
Operose Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.02% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 4 |
Dorsey Wright & Associates | 3 | 1 | 0.20% | 0.23% | 0.25% | Q4 2019 | Q4 2020 | 4 |
TRUST CO OF VERMONT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q1 2019 | 4 |
Pacifica Partners Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q4 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.52% | 0.67% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Dragoneer Investment Group | 3 | 1 | 0.05% | 0.84% | 1.71% | Q4 2016 | Q4 2018 | 4 |
Industrial Alliance Investment Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 4 |
HMS Capital Management, LLC | 2 | 2 | 0.08% | 0.42% | 0.97% | Q2 2017 | Q3 2017 | 4 |
DDFG, Inc | 4 | 4 | 0.08% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q2 2023 | 4 |
LOOMIS SAYLES & CO L P | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FORA Capital, LLC | 3 | 1 | 0.13% | 0.52% | 1.00% | Q2 2020 | Q2 2023 | 4 |
Capital Investment Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 1 | 0.05% | 0.10% | 0.15% | Q2 2020 | Q2 2021 | 4 |
NICHOLAS COMPANY, INC. | 4 | 4 | 0.20% | 0.51% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 4 |
HBC Financial Services, PLLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 4 |
BANK OF NOVA SCOTIA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 4 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.05% | 0.11% | Q2 2017 | Q3 2018 | 3 |
Greenland Capital Management LP | 2 | 2 | 0.12% | 0.48% | 0.93% | Q2 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Swedbank | 3 | 3 | 0.00% | 0.22% | 0.47% | Q2 2020 | Q4 2020 | 3 |
Fortis Capital Management LLC | 2 | 1 | 0.11% | 0.58% | 1.03% | Q1 2021 | Q4 2021 | 3 |
CHARTWELL INVESTMENT PARTNERS, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2021 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.00% | 0.24% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.34% | 0.38% | 0.43% | Q1 2022 | Q3 2022 | 3 |
WRIGHT INVESTORS SERVICE INC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.09% | 0.22% | 0.30% | Q1 2018 | Q3 2019 | 3 |
OLD NATIONAL BANCORP /IN/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SouthState Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 3.08% | 3.41% | 3.64% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Savant Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.07% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 3 |
Ballentine Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Polar Asset Management Partners Inc. | 3 | 3 | 0.05% | 0.12% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.03% | 0.13% | 0.33% | Q4 2022 | Q2 2023 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
Fortress Wealth Group, LLC | 3 | 3 | 0.29% | 0.30% | 0.33% | Q2 2021 | Q4 2021 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 2 | 1 | 0.32% | 0.61% | 1.00% | Q1 2017 | Q1 2018 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Versor Investments LP | 2 | 1 | 0.04% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
MAPLELANE CAPITAL, LLC | 2 | 2 | 0.00% | 0.43% | 1.30% | Q2 2020 | Q3 2020 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
BP PLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.24% | 0.27% | 0.30% | Q3 2021 | Q1 2022 | 3 |
Ranch Capital Advisors Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Metis Global Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.06% | 0.09% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Virtus ETF Advisers LLC | 2 | 1 | 0.32% | 0.44% | 0.57% | Q4 2022 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Paul John Balson | 3 | 3 | 0.10% | 0.16% | 0.22% | Q2 2020 | Q4 2020 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Forum Financial Management, LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
BOSTON ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 3 |
People's United Financial, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q4 2017 | 3 |
JANUS HENDERSON INVESTORS US LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.78% | 0.98% | 1.21% | Q3 2020 | Q1 2021 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
AustralianSuper Pty Ltd | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.01% | 0.14% | 0.25% | Q3 2016 | Q4 2022 | 3 |
Tairen Capital Ltd | 1 | 1 | 1.75% | 2.24% | 2.93% | Q3 2018 | Q3 2020 | 3 |
NATIXIS ADVISORS, L.P. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Carnegie Capital Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Beacon Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
David J Yvars Group | 3 | 3 | 3.44% | 3.80% | 4.02% | Q1 2023 | Q3 2023 | 3 |
Hamilton Wealth, LLC | 3 | 3 | 0.19% | 0.27% | 0.34% | Q1 2022 | Q3 2022 | 3 |
Investors Research Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 3 |
GREENLEAF TRUST | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Boothe Investment Group, Inc. | 3 | 3 | 1.80% | 2.40% | 3.11% | Q2 2020 | Q4 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Resurgent Financial Advisors LLC | 2 | 1 | 0.06% | 0.13% | 0.16% | Q1 2022 | Q4 2022 | 3 |
BENJAMIN EDWARDS INC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 3 |
Gemmer Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 3 |
STONNINGTON GROUP, LLC | 3 | 3 | 0.03% | 0.15% | 0.21% | Q2 2021 | Q4 2021 | 3 |
Sender Co & Partners, Inc. | 3 | 3 | 0.29% | 1.04% | 1.73% | Q3 2022 | Q1 2023 | 3 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 3 | 3 | 0.17% | 0.20% | 0.25% | Q2 2021 | Q4 2021 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.00% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
IBERIABANK CORP | 3 | 3 | 0.22% | 0.33% | 0.43% | Q3 2019 | Q1 2020 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
BELLEVUE ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 3 |
Quarry LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
BARRETT & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.06% | 0.10% | 0.17% | Q4 2017 | Q3 2022 | 3 |
OSTERWEIS CAPITAL MANAGEMENT INC | 2 | 1 | 0.00% | 0.17% | 0.32% | Q2 2017 | Q3 2022 | 3 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2017 | 3 |
CHURCHILL MANAGEMENT Corp | 3 | 3 | 0.05% | 0.08% | 0.12% | Q2 2020 | Q4 2020 | 3 |
PRIMECAP MANAGEMENT CO/CA/ | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Raleigh Capital Management Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2019 | 3 |
MOODY LYNN & LIEBERSON, LLC | 2 | 1 | 0.02% | 0.27% | 0.49% | Q3 2020 | Q3 2023 | 3 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 3 |
PFG Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Diversified Trust Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 3 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.28% | 0.44% | 0.53% | Q4 2020 | Q1 2022 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Hamilton Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
AIA Investment Management Private Ltd | 3 | 3 | 0.13% | 0.30% | 0.46% | Q1 2020 | Q3 2020 | 3 |
Delta Investment Management, LLC | 2 | 1 | 0.62% | 1.50% | 2.58% | Q1 2019 | Q4 2020 | 3 |
Fulcrum Capital LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
IRON Financial LLC | 3 | 3 | 0.16% | 0.18% | 0.22% | Q3 2018 | Q1 2019 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
PINNACLE ASSOCIATES LTD | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
TUCKER ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.09% | 0.26% | Q4 2020 | Q3 2023 | 3 |
QCM Cayman, Ltd. | 3 | 3 | 0.66% | 0.71% | 0.74% | Q2 2020 | Q4 2020 | 3 |
EXANE DERIVATIVES | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Woodline Partners LP | 3 | 3 | 0.00% | 0.08% | 0.25% | Q2 2022 | Q4 2022 | 3 |
Zeno Research, LLC | 3 | 3 | 2.73% | 3.22% | 3.76% | Q1 2023 | Q3 2023 | 3 |
MACKAY SHIELDS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Crow Point Partners, LLC | 2 | 1 | 0.03% | 0.07% | 0.12% | Q4 2017 | Q3 2018 | 3 |
PDT Partners, LLC | 2 | 1 | 0.04% | 0.20% | 0.39% | Q1 2021 | Q3 2022 | 3 |
Pine River Capital Management L.P. | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q2 2017 | 3 |
Twelve Points Wealth Management LLC | 3 | 3 | 0.34% | 0.60% | 0.90% | Q4 2021 | Q2 2022 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2021 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.07% | 0.11% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Spears Abacus Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q2 2020 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Infini Master Fund | 1 | 1 | 0.32% | 2.02% | 3.73% | Q2 2021 | Q4 2021 | 2 |
PRIMORIS WEALTH ADVISORS, LLC | 2 | 2 | 2.18% | 2.26% | 2.33% | Q4 2021 | Q1 2022 | 2 |
OAKBROOK INVESTMENTS LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Stevens First Principles Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 1.10% | 1.24% | 1.38% | Q2 2023 | Q3 2023 | 2 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.12% | 0.22% | Q3 2020 | Q1 2021 | 2 |
GQ Asset Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q2 2019 | 2 |
DC Investments Management, LLC | 1 | 1 | 0.33% | 0.45% | 0.57% | Q1 2021 | Q4 2021 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
COMMONWEALTH BANK OF AUSTRALIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 1 | 1 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q2 2021 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.13% | 0.18% | 0.22% | Q4 2020 | Q1 2021 | 2 |
Corton Capital Inc. | 2 | 2 | 0.16% | 0.18% | 0.20% | Q1 2023 | Q2 2023 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Certified Advisory Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Apella Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q4 2023 | 2 |
Blue Rock Advisors, LLC | 2 | 2 | 1.49% | 2.38% | 3.26% | Q2 2020 | Q3 2020 | 2 |
Meeder Advisory Services, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2022 | 2 |
Melqart Asset Management (UK) Ltd | 2 | 2 | 1.13% | 1.13% | 1.14% | Q1 2023 | Q2 2023 | 2 |
CAMPBELL CAPITAL MANAGEMENT INC | 2 | 2 | 3.08% | 3.29% | 3.50% | Q3 2019 | Q4 2019 | 2 |
AM Squared Ltd | 2 | 2 | 0.32% | 0.33% | 0.34% | Q4 2022 | Q1 2023 | 2 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.14% | 0.22% | 0.31% | Q4 2020 | Q2 2021 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.11% | 0.18% | 0.25% | Q1 2020 | Q1 2021 | 2 |
Machina Capital S.A.S. | 2 | 2 | 0.32% | 0.39% | 0.47% | Q1 2023 | Q2 2023 | 2 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
Jackson Wealth Management, LLC | 1 | 1 | 0.03% | 0.39% | 0.75% | Q4 2019 | Q2 2021 | 2 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 2.90% | 3.28% | 3.65% | Q2 2017 | Q1 2019 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Wedmont Private Capital | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
KOCH INDUSTRIES INC | 1 | 1 | 0.03% | 0.27% | 0.51% | Q1 2017 | Q1 2018 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
ROYCE & ASSOCIATES LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.03% | 0.06% | 0.10% | Q4 2016 | Q3 2017 | 2 |
AJO, LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 2 |
MILLER WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Jericho Capital Asset Management L.P. | 1 | 1 | 1.59% | 3.02% | 4.45% | Q1 2019 | Q3 2022 | 2 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.52% | 0.60% | 0.68% | Q3 2021 | Q4 2021 | 2 |
Brookfield Asset Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.30% | 0.59% | Q4 2022 | Q3 2023 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 2 |
Atlas Private Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Shay Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 2 |
Liontrust Investment Partners LLP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
LexAurum Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q2 2021 | 2 |
BOULDER HILL CAPITAL MANAGEMENT LP | 2 | 2 | 0.18% | 3.74% | 7.29% | Q3 2022 | Q4 2022 | 2 |
Invictus RG | 2 | 2 | 0.23% | 0.23% | 0.23% | Q2 2018 | Q3 2018 | 2 |
CIM INVESTMENT MANAGEMENT INC | 2 | 2 | 0.15% | 0.19% | 0.22% | Q4 2018 | Q1 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Infini Capital Management Ltd | 1 | 1 | 0.32% | 2.02% | 3.73% | Q2 2021 | Q4 2021 | 2 |
Force Hill Capital Management LP | 2 | 2 | 2.32% | 3.51% | 4.70% | Q4 2020 | Q1 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Tennessee Valley Asset Management Partners | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.45% | 0.47% | 0.50% | Q2 2021 | Q3 2021 | 2 |
SIGMA INVESTMENT COUNSELORS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Lucha Capital Management, LP | 1 | 1 | 1.85% | 2.05% | 2.25% | Q4 2017 | Q4 2018 | 2 |
BARINGS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
DOCKYARD CAPITAL MANAGEMENT LP | 2 | 2 | 6.66% | 8.58% | 10.49% | Q4 2021 | Q1 2022 | 2 |
GILDER GAGNON HOWE & CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
GraniteShares Advisors LLC | 1 | 1 | 0.09% | 0.39% | 0.69% | Q4 2021 | Q3 2023 | 2 |
Draper Asset Management, LLC | 2 | 2 | 1.00% | 1.77% | 2.53% | Q4 2020 | Q1 2021 | 2 |
Delphia (USA) Inc. | 1 | 1 | 0.34% | 0.35% | 0.35% | Q4 2021 | Q2 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
First Growth Investment Manager LP | 2 | 2 | 1.50% | 2.89% | 4.28% | Q1 2023 | Q2 2023 | 2 |
Golden State Equity Partners | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Hunting Hill Global Capital, LLC | 2 | 2 | 0.46% | 0.63% | 0.79% | Q2 2023 | Q3 2023 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
ClearBridge Investments | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.40% | 0.42% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Akre Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
SONA ASSET MANAGEMENT (US) LLC | 2 | 2 | 0.11% | 0.30% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Abbrea Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Numerai GP LLC | 2 | 2 | 0.39% | 0.42% | 0.45% | Q2 2023 | Q3 2023 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
AHL Partners LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q4 2021 | 2 |
Hillsdale Investment Management Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.18% | 1.00% | 1.82% | Q3 2022 | Q2 2023 | 2 |
Ardmore Road Asset Management LP | 1 | 1 | 2.90% | 4.18% | 5.46% | Q1 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.31% | 0.33% | 0.35% | Q1 2021 | Q2 2021 | 2 |
VANCE WEALTH, INC. | 2 | 2 | 0.30% | 0.31% | 0.32% | Q4 2021 | Q1 2022 | 2 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2 | 2 | 0.06% | 0.06% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Oak Thistle LLC | 1 | 1 | 0.26% | 0.49% | 0.72% | Q3 2022 | Q1 2023 | 2 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q1 2019 | 2 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.14% | 0.16% | 0.19% | Q3 2017 | Q3 2017 | 2 |
USCA RIA LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q2 2020 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Astrantus Ltd | 2 | 2 | 0.70% | 0.83% | 0.96% | Q4 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Elliott Investment Management L.P. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q2 2021 | 2 |
Canal Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
LGT Fund Management Co Ltd. | 2 | 2 | 0.05% | 0.09% | 0.13% | Q4 2021 | Q1 2022 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Cypress Wealth Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 2 |
FULTON BREAKEFIELD BROENNIMAN LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Mount Lucas Management LP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
AlphaCentric Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q3 2020 | Q4 2020 | 2 |
Ibex Investors LLC | 2 | 2 | 0.13% | 0.18% | 0.23% | Q2 2018 | Q3 2018 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Atlas Principals, LLC | 1 | 1 | 0.34% | 0.98% | 1.61% | Q4 2021 | Q4 2021 | 2 |
Baron Wealth Management LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q3 2023 | Q4 2023 | 2 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Ithaka Group | 2 | 2 | 1.32% | 1.37% | 1.42% | Q2 2023 | Q3 2023 | 2 |
Ifrah Financial Services, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Resource Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 2 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.11% | 0.21% | Q2 2021 | Q1 2023 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 1.17% | 1.27% | 1.37% | Q4 2020 | Q1 2021 | 2 |
MARSICO CAPITAL MANAGEMENT LLC | 2 | 2 | 0.08% | 0.20% | 0.32% | Q1 2022 | Q2 2022 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 2 |
TradeLink Capital LLC | 2 | 2 | 1.84% | 2.62% | 3.40% | Q2 2019 | Q3 2019 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SHELTON WEALTH MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.26% | 0.30% | 0.34% | Q4 2020 | Q4 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Fithian, LLC | 2 | 2 | 6.02% | 7.55% | 9.08% | Q4 2022 | Q1 2023 | 2 |
NKCFO LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q1 2021 | Q2 2021 | 2 |
RIVERBRIDGE PARTNERS LLC | 2 | 2 | 0.00% | 0.27% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Tsai Capital Corp | 2 | 2 | 2.51% | 3.16% | 3.81% | Q1 2021 | Q2 2021 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
LBP AM SA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
COOKSON PEIRCE & CO INC | 2 | 2 | 1.43% | 1.51% | 1.59% | Q2 2019 | Q3 2019 | 2 |
GAM Holding AG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2020 | 2 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 2 | 2 | 0.27% | 0.38% | 0.49% | Q4 2021 | Q1 2022 | 2 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
ING GROEP NV | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SevenBridge Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Teza Capital Management LLC | 1 | 1 | 0.04% | 0.13% | 0.22% | Q3 2019 | Q1 2021 | 2 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 2 |
SITTNER & NELSON, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Strategic Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Hutchin Hill Capital, LP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.11% | 0.25% | 0.39% | Q4 2020 | Q2 2021 | 2 |
New Hampshire Trust | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Azimuth Capital Management LLC | 2 | 2 | 0.61% | 0.62% | 0.62% | Q4 2021 | Q1 2022 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2021 | Q3 2021 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 2 | 0.03% | 0.06% | 0.08% | Q3 2017 | Q4 2017 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
FCA CORP /TX | 2 | 2 | 0.10% | 0.12% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Weaver Consulting Group | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.05% | 0.18% | 0.30% | Q4 2021 | Q2 2022 | 2 |
Phoenix Holdings Ltd. | 1 | 1 | 0.01% | 0.11% | 0.21% | Q1 2020 | Q3 2020 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.34% | 0.55% | 0.77% | Q2 2017 | Q3 2017 | 2 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q2 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Rodgers Brothers Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Glaxis Capital Management, LLC | 1 | 1 | 0.94% | 2.34% | 3.75% | Q3 2017 | Q2 2019 | 2 |
Centurion Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2020 | Q4 2020 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
HAMILTON LANE ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EARNEST PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2020 | Q2 2020 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MONETTA FINANCIAL SERVICES INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Insight Folios Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
China Universal Asset Management Co., Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
LOEWS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Ashler Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
CenterBook Partners LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
WMS Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2021 | Q3 2021 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Motley Fool Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2022 | Q3 2022 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2019 | Q2 2019 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2023 | Q3 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Americana Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
Lynwood Capital Management Inc. | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2023 | Q2 2023 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Junson Asset Management (Hong Kong) Ltd | 1 | 1 | 1.68% | 1.68% | 1.68% | Q2 2022 | Q2 2022 | 1 |
Pettinga Financial Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2021 | Q3 2021 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Arabesque Asset Management Ltd | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2019 | Q2 2019 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Callan Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Junto Capital Management LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2022 | Q4 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2021 | Q4 2021 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Islet Management, LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2021 | Q2 2021 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
KCL Capital, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EPIQ PARTNERS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Bouvel Investment Partners, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2023 | Q3 2023 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Isomer Partners LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2021 | Q2 2021 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2023 | Q2 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clarity Financial LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
STAMINA CAPITAL MANAGEMENT LP | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2022 | Q3 2022 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2018 | Q3 2018 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
HWG Holdings LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Polar Capital Holdings Plc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Round Table Services, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Global X Management CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2023 | Q2 2023 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MidWestOne Financial Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BlackRock Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Elwood & Goetz Wealth Advisory Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Cavalry Management Group, LLC | 1 | 1 | 4.41% | 4.41% | 4.41% | Q4 2016 | Q4 2016 | 1 |
EXCALIBUR MANAGEMENT CORP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2020 | Q1 2020 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2016 | Q3 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SORA INVESTORS LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
Crystal Rock Capital Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2019 | Q2 2019 | 1 |
Coatue Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Warberg Asset Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
E Fund Management Co., Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Monument Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
First PREMIER Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
Louisiana State Employees Retirement System | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2019 | Q1 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Willis Johnson & Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2020 | Q1 2020 | 1 |
EMJ Capital Ltd. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2021 | Q3 2021 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SHARIAPORTFOLIO, INC. | 1 | 1 | 1.74% | 1.74% | 1.74% | Q3 2023 | Q3 2023 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2020 | Q3 2020 | 1 |
Firsthand Capital Management, Inc. | 1 | 1 | 1.86% | 1.86% | 1.86% | Q2 2020 | Q2 2020 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
NJ State Employees Deferred Compensation Plan | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
HOLDERNESS INVESTMENTS CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Bell Bank | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
STF Management LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Timpani Capital Management LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2019 | Q1 2019 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2018 | Q4 2018 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Atom Investors LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2019 | Q3 2019 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Oakwell Private Wealth Management, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2020 | Q4 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Granite Point Capital Management, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
SageGuard Financial Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Advantage Alpha Capital Partners LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2020 | Q1 2020 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Roundview Capital LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cortina Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Polianta Ltd | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2023 | Q2 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2023 | Q1 2023 | 1 |
PointState Capital LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cubic Asset Management, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2023 | Q3 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CSS LLC/IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
UNITED MARITIME CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Anomaly Capital Management, LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Harvest Capital Strategies LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2018 | Q1 2018 | 1 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Prostatis Group LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
JS Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SCP Investment, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2018 | Q2 2018 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Leibman Financial Services, Inc. | 1 | 1 | 1.99% | 1.99% | 1.99% | Q4 2023 | Q4 2023 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2020 | Q4 2020 | 1 |
Ethic Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ICICI Prudential Asset Management Co Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Siemens Fonds Invest GmbH | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
United Community Bank | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2020 | Q4 2020 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Norinchukin Bank, The | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
REGATTA CAPITAL GROUP, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WEATHERBIE CAPITAL, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Octahedron Capital Management L.P. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 5.14% | 5.14% | 5.14% | Q1 2021 | Q1 2021 | 1 |
Linscomb & Williams, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
CGC Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
G2 Investment Partners Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
Athanor Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own THE TRADE DESK INC or have owned THE TRADE DESK INC in the past.