Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 118 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 104 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 99 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 95 |
Walleye Trading LLC | 19 | 6 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 92 |
Citadel Advisors | 29 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 89 |
JANE STREET GROUP, LLC | 25 | 13 | 0.00% | 0.01% | 0.11% | Q1 2014 | Q3 2023 | 73 |
D. E. Shaw & Co., Inc. | 28 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q2 2023 | 60 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2018 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.02% | 0.08% | Q1 2009 | Q3 2023 | 59 |
Twin Tree Management, LP | 11 | 1 | 0.00% | 0.05% | 0.39% | Q4 2012 | Q3 2023 | 58 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q3 2023 | 55 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 53 |
BNP PARIBAS FINANCIAL MARKETS | 37 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 52 |
Parallax Volatility Advisers, L.P. | 17 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 51 |
Bank of New York Mellon Corp | 42 | 2 | 0.00% | 0.02% | 0.48% | Q1 2012 | Q3 2023 | 46 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 46 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 46 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2017 | 45 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 44 |
BRANDES INVESTMENT PARTNERS, LP | 40 | 3 | 0.06% | 0.46% | 1.51% | Q4 2012 | Q3 2023 | 43 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.10% | 0.38% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.00% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Cardinal Capital Management | 42 | 42 | 0.43% | 0.58% | 0.70% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CENTRAL BANK & TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
HERITAGE INVESTORS MANAGEMENT CORP | 42 | 42 | 0.30% | 0.44% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SIGNATUREFD, LLC | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.21% | 0.34% | 0.53% | Q2 2013 | Q3 2023 | 42 |
SALEM INVESTMENT COUNSELORS INC | 28 | 13 | 0.03% | 0.43% | 0.75% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
CIBC WORLD MARKET INC. | 27 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
GFS Advisors, LLC | 29 | 12 | 0.02% | 0.61% | 2.37% | Q2 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 23 | 2 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 40 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 38 | 2 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.11% | 0.19% | 0.41% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.00% | 0.09% | 0.13% | Q2 2013 | Q2 2023 | 40 |
Janney Montgomery Scott LLC | 34 | 6 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 40 |
STATE STREET CORP | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
CKW FINANCIAL GROUP | 40 | 40 | 0.09% | 0.15% | 0.28% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
KCM INVESTMENT ADVISORS LLC | 28 | 2 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 39 |
Ativo Capital Management LLC | 39 | 39 | 0.67% | 1.14% | 2.41% | Q2 2013 | Q4 2022 | 39 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q3 2022 | 38 |
LSV ASSET MANAGEMENT | 38 | 38 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q3 2023 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
STEPHENS INC /AR/ | 21 | 17 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 38 |
Cetera Advisor Networks LLC | 21 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 38 |
Private Advisor Group, LLC | 17 | 7 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q3 2023 | 38 |
ASSETMARK, INC | 38 | 38 | 0.00% | 0.05% | 0.22% | Q3 2013 | Q4 2022 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.01% | 0.10% | 0.29% | Q2 2013 | Q3 2022 | 38 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2022 | 37 |
HOURGLASS CAPITAL, LLC | 20 | 2 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 37 |
Capital Investment Counsel, Inc | 36 | 1 | 0.04% | 0.79% | 1.81% | Q2 2013 | Q3 2023 | 37 |
Gilman Hill Asset Management, LLC | 37 | 37 | 0.23% | 0.48% | 0.73% | Q3 2014 | Q3 2023 | 37 |
MUFG Americas Holdings Corp | 32 | 5 | 0.00% | 0.04% | 0.13% | Q4 2010 | Q2 2020 | 37 |
Renaissance Technologies | 31 | 2 | 0.00% | 0.10% | 0.20% | Q3 2013 | Q3 2023 | 37 |
Invesco Ltd. | 26 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.11% | 0.22% | 0.33% | Q2 2013 | Q1 2022 | 36 |
Community Bank, N.A. | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
SOL Capital Management CO | 36 | 36 | 0.04% | 0.13% | 0.21% | Q2 2013 | Q1 2022 | 36 |
CREDIT SUISSE AG/ | 21 | 2 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q4 2022 | 36 |
Fisher Asset Management, LLC | 18 | 3 | 0.00% | 0.52% | 1.44% | Q2 2013 | Q3 2023 | 36 |
AUXIER ASSET MANAGEMENT | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q3 2023 | 36 |
ROCKY MOUNTAIN ADVISERS, LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2023 | 36 |
Mirae Asset Global Investments Co., Ltd. | 23 | 3 | 0.00% | 0.02% | 0.07% | Q4 2011 | Q3 2021 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.08% | 0.10% | 0.16% | Q2 2013 | Q1 2022 | 36 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
FOSTER & MOTLEY INC | 35 | 35 | 0.04% | 0.45% | 0.81% | Q1 2015 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 18 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 35 |
D.A. DAVIDSON & CO. | 27 | 8 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 35 |
American Trust Investment Advisors, LLC | 29 | 6 | 0.15% | 0.21% | 0.28% | Q4 2014 | Q3 2023 | 35 |
Sandy Spring Bank | 33 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 35 |
HOWE & RUSLING INC | 19 | 16 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 5 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 35 |
River Wealth Advisors LLC | 35 | 35 | 0.20% | 0.57% | 1.37% | Q1 2015 | Q3 2023 | 35 |
Cutler Group LLC / CA | 17 | 1 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q3 2023 | 35 |
CWM, LLC | 24 | 2 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 34 |
GUGGENHEIM CAPITAL LLC | 29 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 34 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.15% | 0.39% | Q2 2015 | Q3 2023 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 1 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 34 |
REILLY FINANCIAL ADVISORS, LLC | 29 | 4 | 0.00% | 0.55% | 2.32% | Q2 2013 | Q4 2021 | 33 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 33 |
BOKF, NA | 14 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
JARISLOWSKY, FRASER Ltd | 21 | 12 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2021 | 33 |
Bartlett & Co. LLC | 21 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
ADVISOR PARTNERS LLC | 20 | 2 | 0.07% | 0.22% | 0.43% | Q2 2013 | Q2 2022 | 33 |
Cubist Systematic Strategies, LLC | 13 | 1 | 0.00% | 0.04% | 0.21% | Q2 2014 | Q3 2023 | 33 |
WHITTIER TRUST CO OF NEVADA INC | 32 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 33 |
DONALDSON CAPITAL MANAGEMENT, LLC | 28 | 4 | 0.01% | 1.13% | 2.75% | Q1 2010 | Q1 2022 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
PHYSICIANS FINANCIAL SERVICES, INC. | 32 | 32 | 0.19% | 0.39% | 0.72% | Q4 2015 | Q3 2023 | 32 |
EAGLE ASSET MANAGEMENT INC | 24 | 2 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.24% | 0.38% | 0.60% | Q2 2013 | Q4 2020 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
LOGAN CAPITAL MANAGEMENT INC | 31 | 31 | 0.03% | 0.06% | 0.10% | Q2 2014 | Q4 2021 | 31 |
TRUST CO OF VERMONT | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
Baird Financial Group, Inc. | 15 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 31 |
BROWN BROTHERS HARRIMAN & CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 31 |
Carroll Financial Associates, Inc. | 16 | 15 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2021 | 31 |
Dorsey & Whitney Trust CO LLC | 24 | 2 | 0.04% | 0.07% | 0.10% | Q4 2014 | Q3 2023 | 31 |
Freedom Investment Management, Inc. | 27 | 2 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q4 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
Saturna Capital CORP | 31 | 31 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q4 2020 | 31 |
REGIONS FINANCIAL CORP | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 30 |
FRANKLIN RESOURCES INC | 17 | 13 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 30 |
AMERICAN CENTURY COMPANIES INC | 16 | 2 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 30 |
Diligent Investors, LLC | 26 | 4 | 0.24% | 0.53% | 1.19% | Q1 2016 | Q3 2023 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2020 | 30 |
Gradient Investments LLC | 29 | 1 | 0.00% | 0.03% | 0.13% | Q3 2013 | Q3 2023 | 30 |
OPTIMUM INVESTMENT ADVISORS | 20 | 2 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2023 | 29 |
Cribstone Capital Management, LLC | 29 | 29 | 0.00% | 0.13% | 1.09% | Q4 2015 | Q4 2022 | 29 |
TD ASSET MANAGEMENT INC | 25 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 29 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 29 | 29 | 0.08% | 0.27% | 0.42% | Q2 2013 | Q2 2020 | 29 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
Field & Main Bank | 14 | 4 | 0.00% | 0.36% | 1.44% | Q4 2013 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q4 2020 | 29 |
American Assets Investment Management, LLC | 29 | 29 | 0.39% | 0.54% | 0.85% | Q3 2016 | Q3 2023 | 29 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 24 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 29 |
Sunbelt Securities, Inc. | 26 | 3 | 0.00% | 0.94% | 3.01% | Q4 2014 | Q3 2023 | 29 |
Fiera Capital Corp | 29 | 29 | 0.05% | 0.12% | 0.39% | Q4 2013 | Q4 2020 | 29 |
Parkside Financial Bank & Trust | 25 | 4 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.10% | 0.34% | 0.52% | Q2 2013 | Q1 2020 | 28 |
TORONTO DOMINION BANK | 25 | 3 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 28 |
PALLADIUM PARTNERS LLC | 24 | 4 | 0.01% | 0.46% | 1.20% | Q1 2014 | Q1 2022 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.06% | 0.11% | 0.14% | Q4 2016 | Q3 2023 | 28 |
TCI Wealth Advisors, Inc. | 20 | 1 | 0.01% | 0.03% | 0.05% | Q4 2012 | Q1 2023 | 28 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 28 |
HARTLINE INVESTMENT CORP/ | 28 | 28 | 0.17% | 0.26% | 0.32% | Q2 2013 | Q1 2020 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.04% | 0.10% | 0.45% | Q4 2016 | Q3 2023 | 28 |
Martin Investment Management, LLC | 28 | 28 | 2.04% | 3.97% | 6.29% | Q4 2016 | Q3 2023 | 28 |
Advisory Services Network, LLC | 12 | 1 | 0.00% | 0.02% | 0.13% | Q4 2013 | Q3 2023 | 27 |
DELTA ASSET MANAGEMENT LLC/TN | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Sargent Bickham Lagudis LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 27 |
BESSEMER GROUP INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
GREENLEAF TRUST | 25 | 2 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 27 |
Rehmann Capital Advisory Group | 15 | 5 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q4 2021 | 27 |
Cumberland Partners Ltd | 27 | 27 | 0.08% | 0.28% | 0.58% | Q3 2013 | Q1 2020 | 27 |
Caprock Group, LLC | 26 | 1 | 0.03% | 0.07% | 0.12% | Q1 2016 | Q3 2023 | 27 |
Lenox Wealth Management, Inc. | 27 | 27 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q2 2020 | 27 |
MCF Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2011 | Q3 2023 | 27 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 12 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q1 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
SYNOVUS FINANCIAL CORP | 17 | 10 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2020 | 27 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.19% | 0.37% | 0.62% | Q3 2016 | Q3 2023 | 26 |
HOERTKORN RICHARD CHARLES | 26 | 26 | 0.28% | 1.31% | 2.70% | Q4 2013 | Q1 2020 | 26 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 26 | 26 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q1 2020 | 26 |
Pacer Advisors, Inc. | 12 | 1 | 0.01% | 0.31% | 1.87% | Q4 2013 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.04% | 0.16% | Q3 2014 | Q4 2021 | 26 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 16 | 10 | 0.00% | 0.21% | 1.11% | Q2 2013 | Q1 2021 | 26 |
KEYBANK NATIONAL ASSOCIATION/OH | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 26 |
RHUMBLINE ADVISERS | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 26 |
Armor Investment Advisors, LLC | 26 | 26 | 0.18% | 0.72% | 0.98% | Q4 2016 | Q1 2023 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Global Retirement Partners, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 24 | 1 | 0.10% | 0.47% | 0.76% | Q2 2013 | Q3 2019 | 25 |
FDx Advisors, Inc. | 11 | 1 | 0.01% | 0.13% | 0.61% | Q2 2013 | Q3 2023 | 25 |
Kistler-Tiffany Companies, LLC | 16 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.04% | 0.14% | Q4 2016 | Q3 2023 | 25 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 25 | 25 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q1 2020 | 25 |
HOWARD HUGHES MEDICAL INSTITUTE | 22 | 3 | 1.10% | 3.58% | 6.66% | Q2 2013 | Q4 2022 | 25 |
COMMERCE BANK | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 25 |
Smithfield Trust Co | 20 | 1 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 25 |
D'Orazio & Associates, Inc. | 24 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2021 | 25 |
Tradewinds Capital Management, LLC | 16 | 9 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 25 |
SUNTRUST BANKS INC | 16 | 9 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 25 |
BB&T SECURITIES, LLC | 13 | 12 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 25 |
MACQUARIE GROUP LTD | 24 | 24 | 0.00% | 0.01% | 0.17% | Q2 2013 | Q1 2019 | 24 |
M&R CAPITAL MANAGEMENT INC | 20 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q1 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
WEDBUSH SECURITIES INC | 13 | 1 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 24 |
Hudock, Inc. | 20 | 4 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2022 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Harel Insurance Investments & Financial Services Ltd. | 12 | 12 | 0.00% | 0.00% | 0.04% | Q1 2017 | Q3 2023 | 24 |
Cable Hill Partners, LLC | 18 | 6 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 24 |
VISTA INVESTMENT MANAGEMENT | 19 | 4 | 0.12% | 0.20% | 0.35% | Q4 2017 | Q3 2023 | 23 |
FEDERATED HERMES, INC. | 10 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 23 |
Valeo Financial Advisors, LLC | 15 | 8 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 23 |
Montecito Bank & Trust | 20 | 1 | 0.07% | 0.10% | 0.17% | Q4 2015 | Q4 2023 | 23 |
OPPENHEIMER ASSET MANAGEMENT INC. | 20 | 3 | 0.00% | 0.07% | 0.13% | Q1 2017 | Q3 2023 | 23 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 12 | 11 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 23 |
SVB WEALTH LLC | 14 | 9 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.02% | 0.17% | 0.43% | Q1 2018 | Q3 2023 | 23 |
Hodges Capital Management Inc. | 13 | 3 | 0.01% | 0.17% | 0.57% | Q2 2013 | Q4 2022 | 23 |
EVERGREEN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.02% | 0.05% | 0.34% | Q1 2018 | Q3 2023 | 23 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q2 2023 | 23 |
BDO Wealth Advisors, LLC | 13 | 10 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 23 |
Cullen Capital Management, LLC | 17 | 6 | 0.01% | 0.32% | 0.88% | Q4 2017 | Q3 2023 | 23 |
Avior Wealth Management, LLC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 23 |
1832 Asset Management L.P. | 22 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2021 | 23 |
Plante Moran Financial Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q1 2023 | 23 |
Ballentine Partners, LLC | 23 | 23 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Gemmer Asset Management LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2022 | 23 |
CULLEN/FROST BANKERS, INC. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Glassman Wealth Services | 16 | 6 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 22 |
Lester Murray Antman dba SimplyRich | 18 | 4 | 0.49% | 0.60% | 0.81% | Q4 2017 | Q3 2023 | 22 |
ADIRONDACK TRUST CO | 16 | 6 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 22 |
Robinson Value Management, Ltd. | 12 | 1 | 1.41% | 2.96% | 4.25% | Q4 2016 | Q3 2023 | 22 |
SevenBridge Financial Group, LLC | 13 | 2 | 0.05% | 0.12% | 0.25% | Q2 2016 | Q3 2023 | 22 |
BAINCO INTERNATIONAL INVESTORS | 22 | 22 | 0.04% | 0.08% | 0.12% | Q1 2013 | Q2 2018 | 22 |
Compagnie Lombard Odier SCmA | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 22 |
Intercontinental Wealth Advisors, LLC | 22 | 22 | 0.12% | 0.16% | 0.22% | Q3 2017 | Q4 2022 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
People's United Financial, Inc. | 17 | 1 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q1 2022 | 22 |
K.J. Harrison & Partners Inc | 22 | 22 | 0.30% | 0.59% | 0.92% | Q2 2013 | Q3 2018 | 22 |
Johanson Financial Advisors, Inc. | 13 | 4 | 0.08% | 0.21% | 0.49% | Q4 2015 | Q4 2021 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
SCHWARTZ INVESTMENT COUNSEL INC | 16 | 5 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q3 2020 | 21 |
BAILARD, INC. | 18 | 3 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 21 |
ALTFEST L J & CO INC | 16 | 5 | 0.05% | 0.26% | 1.06% | Q2 2016 | Q4 2021 | 21 |
First Allied Advisory Services, Inc. | 8 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2020 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 21 |
WESBANCO BANK INC | 12 | 9 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2018 | 21 |
NBT BANK N A /NY | 20 | 1 | 0.02% | 0.15% | 0.25% | Q2 2013 | Q3 2023 | 21 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.12% | 0.98% | Q2 2018 | Q2 2022 | 21 |
ROTHSCHILD INVESTMENT LLC /IL | 15 | 1 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 21 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q1 2023 | 20 |
Ameritas Investment Partners, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 20 |
HSBC HOLDINGS PLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2021 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.02% | 0.10% | Q1 2018 | Q3 2023 | 20 |
OLD MISSION CAPITAL LLC | 7 | 1 | 0.02% | 0.16% | 0.55% | Q4 2014 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Fort Sheridan Advisors LLC | 20 | 20 | 0.08% | 0.12% | 0.19% | Q4 2018 | Q3 2023 | 20 |
HHM Wealth Advisors, LLC | 20 | 20 | 0.13% | 0.20% | 0.35% | Q4 2018 | Q3 2023 | 20 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q1 2018 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
SEGALL BRYANT & HAMILL, LLC | 14 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 20 |
Henry James International Management Inc. | 20 | 20 | 0.08% | 0.13% | 0.28% | Q4 2018 | Q3 2023 | 20 |
OPPENHEIMER & CO INC | 10 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2023 | 20 |
GABELLI FUNDS LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 20 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 20 | 20 | 2.60% | 3.04% | 3.44% | Q2 2016 | Q1 2021 | 20 |
EATON VANCE MANAGEMENT | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Patriot Financial Group Insurance Agency, LLC | 15 | 4 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2022 | 19 |
Brandywine Global Investment Management, LLC | 19 | 19 | 0.00% | 1.16% | 2.10% | Q2 2013 | Q4 2017 | 19 |
Estabrook Capital Management | 14 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.06% | 0.13% | Q4 2017 | Q2 2022 | 19 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 19 |
180 WEALTH ADVISORS, LLC | 17 | 2 | 0.06% | 0.12% | 0.21% | Q4 2017 | Q3 2023 | 19 |
Clark Capital Management Group, Inc. | 8 | 1 | 0.03% | 0.30% | 0.68% | Q2 2013 | Q3 2023 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2020 | 19 |
Boston Trust Walden Corp | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 19 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 19 | 19 | 0.23% | 0.29% | 0.35% | Q2 2016 | Q4 2020 | 19 |
Burt Wealth Advisors | 14 | 5 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q4 2020 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Balentine LLC | 14 | 5 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 19 |
Rikoon Group, LLC | 19 | 19 | 0.23% | 0.36% | 0.44% | Q3 2016 | Q1 2021 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.05% | 0.10% | 0.16% | Q1 2014 | Q3 2018 | 19 |
Sutton Wealth Advisors Inc. | 17 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 19 |
WRIGHT INVESTORS SERVICE INC | 19 | 19 | 0.19% | 1.57% | 2.50% | Q2 2013 | Q4 2017 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.08% | 0.15% | Q1 2019 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.13% | 0.17% | 0.24% | Q1 2019 | Q3 2023 | 19 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 17 | 2 | 0.00% | 0.77% | 1.35% | Q2 2013 | Q3 2020 | 19 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 10 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 19 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
NOMURA HOLDINGS INC | 8 | 1 | 0.00% | 4.80% | 43.54% | Q1 2013 | Q1 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 18 |
Hanson & Doremus Investment Management | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 18 |
Mitsubishi UFJ Asset Management Co., Ltd. | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Covington Capital Management | 12 | 6 | 0.00% | 0.04% | 0.08% | Q3 2017 | Q3 2022 | 18 |
Clarius Group, LLC | 18 | 18 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Wambolt & Associates, LLC | 18 | 18 | 0.20% | 0.46% | 0.69% | Q2 2019 | Q3 2023 | 18 |
CAPITAL INSIGHT PARTNERS, LLC | 18 | 18 | 0.29% | 0.40% | 0.74% | Q2 2019 | Q3 2023 | 18 |
Legacy Financial Advisors, Inc. | 12 | 6 | 0.02% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 18 |
Prestige Wealth Management Group LLC | 17 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 18 |
Sequoia Financial Advisors, LLC | 8 | 6 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 18 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q2 2023 | 18 |
MISSION WEALTH MANAGEMENT, LP | 9 | 1 | 0.01% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 18 |
Integrated Wealth Concepts LLC | 18 | 18 | 0.03% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.08% | 0.12% | 0.18% | Q2 2013 | Q3 2017 | 18 |
Cresset Asset Management, LLC | 16 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 17 |
WEBSTER BANK, N. A. | 16 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.10% | 0.19% | Q2 2013 | Q2 2017 | 17 |
Chanos & Co LP | 13 | 13 | 0.05% | 1.38% | 3.52% | Q2 2015 | Q2 2018 | 17 |
TRADITION CAPITAL MANAGEMENT LLC | 10 | 7 | 0.56% | 1.05% | 1.57% | Q2 2014 | Q1 2019 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.27% | 0.59% | 0.90% | Q2 2013 | Q2 2017 | 17 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q2 2017 | 17 |
Stratos Wealth Partners, LTD. | 10 | 1 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.06% | 0.16% | 0.26% | Q2 2013 | Q2 2017 | 17 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2021 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.04% | 0.10% | Q1 2016 | Q2 2023 | 17 |
GRIMES & COMPANY, INC. | 17 | 17 | 0.21% | 0.43% | 0.86% | Q1 2014 | Q1 2018 | 17 |
PRENTISS SMITH & CO INC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2018 | 16 |
Kerntke Otto McGlone Wealth Management Group | 16 | 16 | 0.20% | 0.42% | 1.46% | Q4 2019 | Q3 2023 | 16 |
HighTower Trust Company, N.A. | 16 | 16 | 0.04% | 0.31% | 0.59% | Q1 2015 | Q4 2018 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.04% | 0.18% | 0.27% | Q4 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.00% | 0.03% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.18% | 0.25% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Sterling Investment Advisors, Ltd. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
CLEAR STREET MARKETS LLC | 9 | 1 | 0.01% | 0.09% | 0.40% | Q3 2017 | Q3 2023 | 16 |
ETRADE Capital Management LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2017 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Avalon Investment & Advisory | 9 | 7 | 0.01% | 0.03% | 0.08% | Q1 2015 | Q3 2022 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Clear Harbor Asset Management, LLC | 16 | 16 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
First Dallas Securities Inc. | 9 | 6 | 0.15% | 0.25% | 0.42% | Q2 2013 | Q2 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
MURPHY CAPITAL MANAGEMENT INC | 15 | 15 | 0.03% | 0.12% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Corient Capital Partners, LLC | 15 | 15 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.03% | 0.07% | 0.11% | Q4 2017 | Q2 2021 | 15 |
COLONY GROUP LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2022 | 15 |
Ellevest, Inc. | 14 | 1 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.06% | 0.11% | 0.24% | Q3 2011 | Q3 2015 | 15 |
I.G. INVESTMENT MANAGEMENT, LTD. | 15 | 15 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.07% | 0.12% | Q4 2015 | Q2 2019 | 15 |
BRINKER CAPITAL INC | 12 | 1 | 0.03% | 0.52% | 4.16% | Q2 2013 | Q2 2020 | 15 |
Hartford Financial Management Inc. | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2018 | 15 |
THORNBURG INVESTMENT MANAGEMENT INC | 11 | 4 | 0.00% | 0.38% | 0.72% | Q2 2013 | Q1 2017 | 15 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q2 2021 | 15 |
Patten Group, Inc. | 15 | 15 | 0.04% | 0.05% | 0.07% | Q2 2015 | Q4 2018 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.05% | 0.83% | 1.62% | Q2 2013 | Q4 2016 | 15 |
AllSquare Wealth Management LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 15 |
DREMAN VALUE MANAGEMENT, L L C | 7 | 4 | 0.00% | 0.09% | 0.47% | Q1 2014 | Q1 2018 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.07% | 0.21% | 0.50% | Q1 2020 | Q3 2023 | 15 |
STEWART & PATTEN CO LLC | 15 | 15 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Allianz Asset Management GmbH | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 15 |
USA FINANCIAL FORMULAS | 11 | 4 | 0.00% | 0.12% | 0.34% | Q2 2016 | Q1 2021 | 15 |
Providence Capital Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
RPG Investment Advisory, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.06% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2023 | 15 |
Quantitative Investment Management, LLC | 3 | 1 | 0.03% | 0.05% | 0.10% | Q4 2014 | Q2 2021 | 15 |
LEE DANNER & BASS INC | 15 | 15 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q1 2021 | 14 |
CAPITAL ONE, NATIONAL ASSOCIATION | 11 | 3 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 14 |
ZEVIN ASSET MANAGEMENT LLC | 12 | 2 | 0.05% | 1.86% | 4.28% | Q2 2013 | Q4 2017 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 14 |
BROWN ADVISORY INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 14 |
OLD NATIONAL BANCORP /IN/ | 11 | 3 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2016 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q1 2019 | 14 |
Donald Smith & Co. | 14 | 14 | 0.00% | 1.46% | 2.20% | Q2 2013 | Q3 2016 | 14 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 13 | 1 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q3 2022 | 14 |
Hawkins Capital L.P. | 14 | 14 | 0.19% | 1.36% | 2.47% | Q2 2014 | Q3 2017 | 14 |
BLAIR WILLIAM & CO/IL | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 14 |
FIRST NATIONAL TRUST CO | 14 | 14 | 0.04% | 0.15% | 0.28% | Q2 2014 | Q3 2017 | 14 |
SCOUT INVESTMENTS, INC. | 12 | 2 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
BOSTON ADVISORS LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2019 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.04% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Clean Yield Group | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2020 | 14 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 14 |
Smith, Salley & Associates | 3 | 1 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2020 | 14 |
NEW YORK STATE COMMON RETIREMENT FUND | 11 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 14 |
Tradewinds Global Investors, LLC | 14 | 14 | 0.71% | 1.68% | 3.90% | Q2 2013 | Q3 2016 | 14 |
MSI Financial Services Inc | 8 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 14 |
LMR Partners LLP | 7 | 1 | 0.03% | 0.27% | 1.16% | Q3 2016 | Q3 2023 | 14 |
Lee Financial Co | 13 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2017 | 14 |
McLean Asset Management Corp | 13 | 13 | 0.07% | 0.12% | 0.20% | Q4 2020 | Q4 2023 | 13 |
Snowden Capital Advisors LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 13 |
Ariel Investments | 7 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q4 2022 | 13 |
IEQ CAPITAL, LLC | 11 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 13 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 13 | 13 | 1.06% | 1.79% | 2.46% | Q2 2013 | Q2 2016 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q3 2023 | 13 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.10% | 0.37% | Q2 2013 | Q2 2019 | 13 |
Atria Investments, Inc | 7 | 1 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q2 2022 | 13 |
Legacy Advisors, LLC | 8 | 1 | 0.03% | 0.10% | 0.18% | Q4 2016 | Q3 2023 | 13 |
PARADIGM ASSET MANAGEMENT CO LLC | 8 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 13 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 13 | 13 | 0.01% | 0.07% | 0.18% | Q3 2013 | Q3 2016 | 13 |
INTEGRAL DERIVATIVES, LLC | 6 | 1 | 0.00% | 0.02% | 0.12% | Q4 2013 | Q4 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Apriem Advisors | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2018 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2016 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.15% | 0.25% | 0.45% | Q2 2014 | Q2 2017 | 13 |
JANUS HENDERSON GROUP PLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
RMB Capital Management, LLC | 11 | 1 | 0.01% | 0.07% | 0.26% | Q2 2013 | Q3 2019 | 13 |
Candriam S.C.A. | 7 | 1 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q1 2022 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 13 |
Pacifica Partners Inc. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2023 | 13 |
Westover Capital Advisors, LLC | 13 | 13 | 0.09% | 0.10% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Pinnacle Wealth Planning Services, Inc. | 9 | 2 | 0.03% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Vantage Investment Partners, LLC | 13 | 13 | 1.36% | 4.68% | 8.35% | Q2 2013 | Q2 2016 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2017 | 13 |
Telos Capital Management, Inc. | 13 | 13 | 0.43% | 0.75% | 0.96% | Q2 2014 | Q2 2017 | 13 |
Zions Bancorporation | 11 | 1 | 0.01% | 0.10% | 0.35% | Q1 2015 | Q3 2018 | 13 |
EXANE DERIVATIVES | 9 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q1 2022 | 13 |
CASTLEARK MANAGEMENT LLC | 8 | 5 | 0.09% | 0.23% | 0.42% | Q3 2013 | Q4 2016 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
HBK INVESTMENTS L P | 5 | 2 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q4 2018 | 13 |
Bogart Wealth, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ClearBridge Investments | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.22% | 0.28% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NorthCoast Asset Management LLC | 5 | 1 | 0.05% | 0.13% | 0.26% | Q3 2013 | Q3 2021 | 12 |
Convergence Investment Partners, LLC | 11 | 1 | 0.01% | 0.12% | 0.45% | Q2 2013 | Q1 2018 | 12 |
Thomas J. Herzfeld Advisors, Inc. | 7 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2021 | 12 |
Front Row Advisors LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 12 |
PDS Planning, Inc | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
STRATEGY ASSET MANAGERS LLC | 12 | 12 | 0.06% | 0.07% | 0.10% | Q2 2013 | Q1 2016 | 12 |
American National Registered Investment Advisor, Inc. | 12 | 12 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q1 2016 | 12 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 11 | 1 | 0.02% | 0.18% | 0.35% | Q3 2020 | Q3 2023 | 12 |
Orca Investment Management, LLC | 12 | 12 | 0.32% | 0.49% | 0.63% | Q4 2013 | Q3 2016 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.83% | 1.19% | 1.96% | Q4 2020 | Q3 2023 | 12 |
BAHL & GAYNOR INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.02% | 0.02% | Q3 2017 | Q1 2021 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
HAP Trading, LLC | 6 | 1 | 0.00% | 0.10% | 0.26% | Q3 2014 | Q2 2023 | 12 |
Nuveen Asset Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sound Income Strategies, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2022 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
BANK OF STOCKTON | 12 | 12 | 0.20% | 0.30% | 0.47% | Q2 2013 | Q1 2016 | 12 |
Apex Capital Management | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.28% | 0.38% | 0.55% | Q4 2020 | Q3 2023 | 12 |
CENTAURUS FINANCIAL, INC. | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 12 |
Timber Hill LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2017 | 12 |
BRIGHTON JONES LLC | 10 | 2 | 0.01% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.04% | 0.06% | 0.06% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
GRATRY & Co LLC | 12 | 12 | 1.36% | 2.92% | 3.38% | Q2 2013 | Q1 2016 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Chevy Chase Trust Holdings, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 12 |
Keel Point, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
HL FINANCIAL SERVICES LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2019 | 11 |
OBERWEIS ASSET MANAGEMENT INC/ | 11 | 11 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q4 2015 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TimeScale Financial, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 11 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 11 |
Hardman Johnston Global Advisors LLC | 11 | 11 | 0.95% | 1.74% | 2.19% | Q2 2013 | Q4 2015 | 11 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 11 | 11 | 0.39% | 0.56% | 0.82% | Q2 2013 | Q4 2015 | 11 |
HARTWELL J M LIMITED PARTNERSHIP | 11 | 11 | 0.14% | 0.16% | 0.19% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Financial Architects, Inc | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2017 | 11 |
RBA Wealth Management, LLC | 11 | 11 | 0.94% | 1.74% | 2.95% | Q1 2019 | Q3 2021 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.76% | 0.88% | 1.04% | Q1 2021 | Q3 2023 | 11 |
OneDigital Investment Advisors LLC | 9 | 2 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q2 2022 | 11 |
COLRAIN CAPITAL LLC | 10 | 1 | 0.01% | 0.07% | 0.19% | Q2 2013 | Q1 2016 | 11 |
Wilkinson Global Asset Management LLC | 11 | 11 | 2.40% | 3.76% | 5.03% | Q1 2021 | Q3 2023 | 11 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.05% | 0.17% | Q4 2017 | Q2 2021 | 11 |
LAZARD ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 11 |
Grove Bank & Trust | 9 | 2 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q1 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Archford Capital Strategies, LLC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2016 | 11 |
JAMES INVESTMENT RESEARCH INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Alaethes Wealth LLC | 11 | 11 | 0.59% | 0.67% | 0.74% | Q1 2021 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 7 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
Concord Wealth Partners | 7 | 4 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Ironsides Asset Advisors, LLC | 11 | 11 | 0.17% | 0.40% | 0.51% | Q4 2014 | Q2 2017 | 11 |
Campion Asset Management | 11 | 11 | 0.26% | 0.32% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Mariner, LLC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q1 2021 | 11 |
MGO ONE SEVEN LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 11 |
Dana Investment Advisors, Inc. | 11 | 11 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2015 | 11 |
South Dakota Investment Council | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2017 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Farmers National Bank | 9 | 2 | 0.08% | 0.24% | 0.30% | Q2 2016 | Q2 2019 | 11 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 11 |
BINGHAM OSBORN & SCARBOROUGH LLC | 7 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2020 | 11 |
Vantage Investment Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2018 | 11 |
TDAM USA INC. | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 11 |
Manchester Capital Management LLC | 9 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2016 | 11 |
ASPIRIANT HOLDINGS S3, LLC | 11 | 11 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q4 2015 | 11 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Calamos Wealth Management LLC | 10 | 10 | 0.61% | 0.74% | 0.84% | Q1 2021 | Q2 2023 | 10 |
FIRST INTERSTATE BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 10 |
CIBC Private Wealth Group, LLC | 7 | 3 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 10 |
FIRST MERCANTILE TRUST CO | 10 | 10 | 0.08% | 0.09% | 0.12% | Q2 2013 | Q3 2015 | 10 |
Independent Advisor Alliance | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 10 |
PARSONS CAPITAL MANAGEMENT INC/RI | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Cerity Partners LLC | 8 | 2 | 0.00% | 0.02% | 0.02% | Q3 2017 | Q3 2023 | 10 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.02% | 0.12% | 0.37% | Q3 2015 | Q4 2019 | 10 |
McIlrath & Eck, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
CIBC BANK USA | 10 | 10 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2015 | 10 |
Malaga Cove Capital, LLC | 10 | 10 | 0.32% | 0.35% | 0.40% | Q1 2014 | Q2 2016 | 10 |
Disciplined Investments, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Blueshift Asset Management, LLC | 4 | 1 | 0.03% | 0.13% | 0.37% | Q2 2019 | Q2 2023 | 10 |
Community Bank & Trust, Waco, Texas | 10 | 10 | 0.06% | 0.08% | 0.17% | Q2 2021 | Q3 2023 | 10 |
HITE Hedge Asset Management LLC | 10 | 10 | 0.12% | 0.53% | 2.53% | Q2 2021 | Q3 2023 | 10 |
First Personal Financial Services | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2020 | 10 |
Salient Capital Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2017 | 10 |
Voya Financial Advisors, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
IFG Advisory, LLC | 10 | 10 | 0.10% | 0.18% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Geneva Advisors, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q1 2017 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.43% | 0.73% | 0.99% | Q3 2021 | Q4 2023 | 10 |
INTRUST BANK NA | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.03% | 0.08% | 0.14% | Q1 2020 | Q2 2022 | 10 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.79% | 1.45% | Q4 2014 | Q4 2021 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Curated Wealth Partners LLC | 9 | 1 | 0.05% | 0.19% | 0.33% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2015 | 10 |
Y-Intercept (Hong Kong) Ltd | 6 | 4 | 0.03% | 0.09% | 0.19% | Q4 2020 | Q3 2023 | 10 |
HARTFORD INVESTMENT MANAGEMENT CO | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 10 |
NORDEA INVESTMENT MANAGEMENT AB | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2020 | 10 |
FinTrust Capital Advisors, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 10 |
SouthState Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Lumbard & Kellner, LLC | 9 | 9 | 1.23% | 1.52% | 1.80% | Q2 2014 | Q2 2016 | 9 |
MEEDER ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q2 2015 | 9 |
DAVIDSON INVESTMENT ADVISORS | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 9 |
Activest Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
SRB CORP | 9 | 9 | 5.01% | 5.59% | 6.30% | Q3 2021 | Q3 2023 | 9 |
Concert Wealth Management Inc. | 9 | 9 | 0.03% | 0.16% | 0.26% | Q3 2014 | Q3 2016 | 9 |
Summit Global Investments | 7 | 2 | 0.04% | 0.11% | 0.17% | Q3 2020 | Q3 2023 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2018 | 9 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 9 | 9 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2015 | 9 |
IMS Capital Management | 8 | 1 | 0.06% | 0.30% | 0.40% | Q2 2013 | Q3 2018 | 9 |
DENVER INVESTMENT ADVISORS LLC | 7 | 2 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2018 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 9 |
Dynamic Capital Management Ltd | 2 | 1 | 0.05% | 0.36% | 1.05% | Q3 2013 | Q3 2018 | 9 |
TREVOR STEWART BURTON & JACOBSEN INC | 5 | 4 | 2.01% | 3.06% | 3.76% | Q3 2013 | Q4 2015 | 9 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2019 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 9 |
Larson Financial Group LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 9 |
DC Investments Management, LLC | 7 | 2 | 0.09% | 0.23% | 0.37% | Q4 2017 | Q2 2020 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2017 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q1 2016 | 9 |
Freestone Capital Holdings, LLC | 4 | 1 | 0.00% | 0.11% | 0.25% | Q2 2016 | Q3 2023 | 9 |
Csenge Advisory Group | 6 | 1 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q1 2022 | 9 |
Clarus Group, Inc. | 9 | 9 | 7.90% | 8.55% | 9.36% | Q3 2021 | Q3 2023 | 9 |
West Family Investments, Inc. | 6 | 3 | 0.13% | 0.38% | 0.58% | Q2 2021 | Q3 2023 | 9 |
WASHINGTON TRUST BANK | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2017 | 9 |
Orbis Allan Gray Ltd | 9 | 9 | 0.00% | 0.08% | 0.14% | Q3 2019 | Q3 2021 | 9 |
ATWOOD & PALMER INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
MCKINLEY CAPITAL MANAGEMENT LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 9 |
Apexium Financial, LP | 9 | 9 | 0.06% | 0.22% | 0.44% | Q3 2021 | Q3 2023 | 9 |
Point View Wealth Management, Inc. | 7 | 1 | 0.11% | 0.13% | 0.17% | Q1 2015 | Q4 2020 | 9 |
F&V Capital Management, LLC | 9 | 9 | 0.17% | 0.20% | 0.22% | Q1 2014 | Q1 2016 | 9 |
Hansberger Growth Investors, LP | 9 | 9 | 1.47% | 2.08% | 2.50% | Q4 2014 | Q4 2016 | 9 |
TRILLIUM ASSET MANAGEMENT, LLC | 7 | 2 | 0.01% | 0.58% | 1.02% | Q2 2013 | Q4 2019 | 9 |
NFJ INVESTMENT GROUP, LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q1 2023 | 9 |
BlackRock Investment Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 9 |
Berger Financial Group, Inc | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Five Oceans Advisors | 9 | 9 | 0.28% | 0.44% | 0.55% | Q3 2021 | Q3 2023 | 9 |
Avion Wealth | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 9 |
HighMark Wealth Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
JONES FINANCIAL COMPANIES LLLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 9 |
MERIDIAN INVESTMENT COUNSEL INC. | 9 | 9 | 0.09% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q3 2023 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
NOMURA ASSET MANAGEMENT CO LTD | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 9 |
Migdal Insurance & Financial Holdings Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q3 2015 | 9 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2016 | Q3 2018 | 8 |
Heritage Trust Co | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2018 | 8 |
Professional Financial Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
ROPES WEALTH ADVISORS LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2020 | 8 |
MILES CAPITAL, INC. | 8 | 8 | 0.13% | 0.18% | 0.23% | Q3 2016 | Q2 2018 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.06% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 7 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q1 2022 | 8 |
CITY NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.00% | 0.02% | 0.15% | Q4 2021 | Q3 2023 | 8 |
MONETARY MANAGEMENT GROUP INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2017 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q3 2018 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
LEUTHOLD GROUP, LLC | 3 | 2 | 0.09% | 0.30% | 0.60% | Q2 2013 | Q1 2018 | 8 |
HBK Sorce Advisory LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 8 |
FMA ADVISORY INC | 7 | 1 | 0.08% | 0.60% | 0.71% | Q2 2013 | Q2 2015 | 8 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2021 | 8 |
Trust Investment Advisors | 6 | 2 | 0.25% | 1.01% | 1.53% | Q2 2014 | Q3 2016 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Legacy Wealth Planning, LLC | 7 | 1 | 0.24% | 0.30% | 0.33% | Q4 2019 | Q2 2022 | 8 |
AXA S.A. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
Autus Asset Management, LLC | 7 | 1 | 0.04% | 0.12% | 0.28% | Q4 2015 | Q2 2018 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Veritable, L.P. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q1 2019 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Retirement Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CAROLINAS WEALTH CONSULTING LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Anchor Investment Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
EMORY UNIVERSITY | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q4 2013 | 8 |
Aristotle Capital Management, LLC | 8 | 8 | 0.07% | 0.14% | 0.22% | Q2 2013 | Q1 2015 | 8 |
Flinton Capital Management LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q3 2018 | 8 |
LORD, ABBETT & CO. LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2015 | 8 |
HIGH POINT BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
TURNER INVESTMENTS LLC | 8 | 8 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q1 2015 | 8 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2016 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q3 2018 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q4 2017 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
apricus wealth, LLC | 8 | 8 | 2.29% | 2.59% | 3.10% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
ALLIANCEBERNSTEIN L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GHP Investment Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.04% | Q1 2017 | Q3 2023 | 8 |
Transamerica Financial Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2016 | 8 |
Jacobi Capital Management LLC | 4 | 4 | 0.00% | 0.04% | 0.11% | Q2 2016 | Q3 2021 | 8 |
THOMAS WHITE INTERNATIONAL LTD | 4 | 3 | 0.00% | 0.94% | 1.69% | Q2 2013 | Q3 2022 | 7 |
RUSSELL FRANK CO/ | 4 | 3 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2016 | 7 |
Alpha Omega Wealth Management LLC | 7 | 7 | 0.02% | 0.09% | 0.14% | Q4 2015 | Q2 2017 | 7 |
NATIONAL PLANNING CORP | 7 | 7 | 0.02% | 0.06% | 0.16% | Q3 2014 | Q1 2016 | 7 |
Cedar Mountain Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
RENAISSANCE GROUP LLC | 7 | 7 | 0.47% | 0.50% | 0.53% | Q4 2014 | Q2 2016 | 7 |
Focused Wealth Management, Inc | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 7 |
CAPITAL GUARDIAN TRUST CO | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 7 |
Barrett Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BANCED CORP | 7 | 7 | 0.21% | 0.34% | 0.51% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2014 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.20% | 0.28% | 0.33% | Q1 2022 | Q3 2023 | 7 |
FULTON BANK, N.A. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q2 2016 | 7 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CAHILL FINANCIAL ADVISORS INC | 4 | 1 | 0.01% | 0.08% | 0.12% | Q2 2018 | Q3 2023 | 7 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 7 |
Wealth Alliance | 7 | 7 | 0.11% | 0.13% | 0.14% | Q4 2020 | Q2 2022 | 7 |
SII INVESTMENTS INC/WI | 6 | 1 | 0.02% | 0.03% | 0.07% | Q3 2014 | Q3 2017 | 7 |
Abundance Wealth Counselors | 5 | 1 | 0.01% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 7 |
Madison Asset Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 7 |
East Coast Asset Management, LLC. | 7 | 7 | 0.01% | 0.22% | 0.36% | Q4 2012 | Q2 2014 | 7 |
Stamos Capital Partners, L.P. | 4 | 3 | 0.24% | 0.65% | 0.89% | Q4 2021 | Q3 2023 | 7 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.05% | 0.08% | Q3 2015 | Q2 2023 | 7 |
Allspring Global Investments Holdings, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Yorktown Management & Research Co Inc | 4 | 1 | 0.04% | 0.08% | 0.22% | Q2 2015 | Q4 2020 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Cypress Wealth Advisors LLC | 7 | 7 | 0.12% | 0.16% | 0.20% | Q3 2015 | Q1 2017 | 7 |
Venturi Wealth Management, LLC | 5 | 2 | 0.00% | 0.14% | 0.28% | Q4 2015 | Q3 2023 | 7 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 7 | 7 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q2 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.01% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.00% | 0.06% | 0.13% | Q4 2019 | Q2 2022 | 7 |
Bank of Kentucky, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Evanston Investments, Inc., dba Evanston Advisors | 7 | 7 | 0.05% | 0.06% | 0.06% | Q2 2017 | Q4 2018 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.00% | 0.64% | 3.21% | Q1 2014 | Q3 2016 | 7 |
ARK Investment Management | 4 | 3 | 0.06% | 0.11% | 0.19% | Q4 2016 | Q3 2018 | 7 |
Institute for Wealth Management, LLC. | 7 | 7 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q4 2020 | 7 |
Russell Investments Group, Ltd. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Capital Advisors Wealth Management, LLC | 7 | 7 | 0.07% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
IHT Wealth Management, LLC | 6 | 1 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q4 2021 | 7 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.05% | 0.14% | Q1 2021 | Q4 2021 | 7 |
Destiny Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
Braun-Bostich & Associates Inc. | 7 | 7 | 0.08% | 0.08% | 0.09% | Q4 2017 | Q2 2019 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BRADLEY FOSTER & SARGENT INC/CT | 4 | 3 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 7 |
FNY Partners Fund LP | 6 | 6 | 0.00% | 0.32% | 1.18% | Q4 2016 | Q1 2018 | 7 |
Columbia Asset Management | 4 | 3 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q1 2021 | 7 |
Johnson Financial Group, Inc. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 6 |
Strategic Global Advisors, LLC | 6 | 6 | 0.09% | 0.12% | 0.22% | Q2 2015 | Q3 2016 | 6 |
RELIANCE TRUST CO OF DELAWARE | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q2 2016 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
HM PAYSON & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 6 | 0.01% | 0.15% | 0.61% | Q4 2019 | Q1 2021 | 6 |
WealthPLAN Partners, LLC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q1 2015 | Q1 2017 | 6 |
ASSET MANAGEMENT CORP /IL/ /ADV | 6 | 6 | 0.09% | 0.15% | 0.21% | Q4 2019 | Q1 2021 | 6 |
NINE MASTS CAPITAL Ltd | 4 | 1 | 0.08% | 0.64% | 1.70% | Q3 2015 | Q1 2021 | 6 |
ASPIRIANT, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q2 2017 | 6 |
HERNDON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
BOWEN HANES & CO INC | 6 | 6 | 0.01% | 0.22% | 1.20% | Q2 2021 | Q3 2022 | 6 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 2 | 0.01% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 6 |
Annex Advisory Services, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Piscataqua Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Kovack Advisors, Inc. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 6 |
West Oak Capital, LLC | 6 | 6 | 0.00% | 0.04% | 0.06% | Q3 2014 | Q4 2015 | 6 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.13% | 0.23% | Q1 2015 | Q3 2023 | 6 |
Matisse Capital | 6 | 6 | 0.09% | 0.21% | 0.35% | Q1 2021 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PORTLAND INVESTMENT COUNSEL INC. | 4 | 2 | 0.14% | 0.45% | 1.08% | Q2 2013 | Q1 2015 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Rice Partnership, LLC | 6 | 6 | 0.31% | 0.32% | 0.34% | Q4 2020 | Q1 2022 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Chicago Partners Investment Group LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.14% | 0.17% | 0.18% | Q4 2021 | Q1 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.59% | 0.75% | 0.86% | Q2 2022 | Q3 2023 | 6 |
Highlander Capital Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Mizuho Securities Co. Ltd. | 6 | 6 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q1 2022 | 6 |
American Money Management, LLC | 4 | 2 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 6 |
BTC Capital Management, Inc. | 6 | 6 | 0.04% | 0.06% | 0.07% | Q3 2015 | Q4 2016 | 6 |
Keeler Thomas Management LLC | 6 | 6 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Capital Research Global Investors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Private Advisory Group LLC | 6 | 6 | 0.44% | 1.03% | 1.37% | Q2 2022 | Q3 2023 | 6 |
Your Advocates Ltd., LLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Euclid Advisors LLC | 6 | 6 | 0.02% | 0.11% | 0.25% | Q3 2014 | Q4 2015 | 6 |
Rodgers Brothers Inc. | 4 | 2 | 0.16% | 0.24% | 0.29% | Q2 2017 | Q2 2019 | 6 |
BREMER TRUST NATIONAL ASSOCIATION | 6 | 6 | 0.07% | 0.08% | 0.08% | Q4 2014 | Q1 2016 | 6 |
Camarda Financial Advisors, LLC | 6 | 6 | 0.01% | 0.78% | 1.18% | Q1 2015 | Q2 2016 | 6 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Susquehanna International Group Ltd. | 3 | 3 | 0.11% | 0.30% | 0.76% | Q2 2021 | Q4 2022 | 6 |
Alpha Cubed Investments, LLC | 6 | 6 | 0.05% | 0.10% | 0.14% | Q1 2014 | Q2 2015 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Capital Financial Services, LLC | 6 | 6 | 1.27% | 1.47% | 1.58% | Q3 2021 | Q4 2022 | 6 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2014 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
PINNACLE ASSOCIATES LTD | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Natixis Investment Managers International | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Altrius Capital Management Inc | 6 | 6 | 1.32% | 1.83% | 2.29% | Q2 2022 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 6 |
Opus Capital Group, LLC | 5 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q2 2021 | 6 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 6 | 6 | 1.54% | 2.15% | 2.80% | Q4 2013 | Q1 2015 | 6 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 6 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Destination Wealth Management | 6 | 6 | 0.01% | 0.12% | 0.71% | Q1 2018 | Q2 2019 | 6 |
COMMONS CAPITAL, LLC | 5 | 5 | 0.50% | 0.57% | 0.64% | Q4 2021 | Q4 2022 | 5 |
Airain ltd | 3 | 2 | 0.01% | 0.04% | 0.08% | Q4 2015 | Q2 2017 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.11% | 0.13% | 0.14% | Q4 2020 | Q2 2022 | 5 |
Kavar Capital Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 5 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q1 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Brick & Kyle, Associates | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q4 2015 | 5 |
SECURITY NATIONAL TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
FIRST FINANCIAL CORP /IN/ | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2014 | Q2 2015 | 5 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q1 2021 | 5 |
Stratos Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2017 | 5 |
Corbenic Partners LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q4 2015 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.14% | 0.15% | 0.16% | Q3 2022 | Q3 2023 | 5 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 1 | 0.06% | 0.12% | 0.16% | Q4 2013 | Q4 2015 | 5 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2018 | 5 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
H&H International Investment, LLC | 5 | 5 | 0.46% | 0.62% | 0.73% | Q1 2020 | Q1 2021 | 5 |
BOURGEON CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 5 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 5 |
First American Bank | 5 | 5 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2015 | 5 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.33% | 0.59% | Q3 2018 | Q4 2022 | 5 |
TEXAS CAPITAL BANCSHARES INC/TX | 5 | 5 | 0.17% | 0.25% | 0.37% | Q2 2013 | Q2 2014 | 5 |
FORA Capital, LLC | 2 | 1 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q1 2023 | 5 |
TILIA FIDUCIARY PARTNERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Semmax Financial Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.00% | 0.47% | 0.80% | Q1 2014 | Q3 2020 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 5 |
Rockbridge Investment Management, LCC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Aaron Wealth Advisors LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 5 |
Tyler-Stone Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
DEARBORN PARTNERS LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
WealthStone, Inc. | 4 | 1 | 0.01% | 0.12% | 0.17% | Q2 2019 | Q1 2021 | 5 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q2 2022 | 5 |
Laraway Financial Advisors Inc | 3 | 2 | 0.21% | 0.22% | 0.24% | Q4 2021 | Q3 2023 | 5 |
Bluefin Trading, LLC | 3 | 1 | 0.03% | 0.24% | 0.48% | Q1 2015 | Q3 2017 | 5 |
Bruderman Asset Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Platte River Capital LLC | 5 | 5 | 0.04% | 0.50% | 0.89% | Q2 2013 | Q2 2014 | 5 |
OppenheimerFunds, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Essex Financial Services, Inc. | 2 | 1 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q4 2015 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
RATIONAL ADVISORS LLC | 5 | 5 | 0.22% | 0.28% | 0.36% | Q4 2012 | Q4 2013 | 5 |
Gary Goldberg Planning Services Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 5 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 5 |
MANNING & NAPIER ADVISORS LLC | 4 | 1 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q1 2015 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
HANSBERGER GLOBAL INVESTORS INC/FL | 5 | 5 | 0.59% | 0.63% | 0.68% | Q2 2013 | Q2 2014 | 5 |
PSI Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Mondrian Investment Partners LTD | 5 | 5 | 0.08% | 0.18% | 0.37% | Q2 2013 | Q2 2014 | 5 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.71% | 0.75% | 0.79% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
RPg Family Wealth Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2016 | 5 |
Athos Capital Ltd | 3 | 2 | 0.50% | 0.85% | 1.13% | Q2 2017 | Q3 2020 | 5 |
Mork Capital Management, LLC | 5 | 5 | 0.74% | 0.83% | 0.98% | Q4 2020 | Q4 2021 | 5 |
DODGE & COX | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
MUFG Securities EMEA plc | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2018 | 5 |
Sawyer & Company, Inc | 5 | 5 | 0.14% | 0.15% | 0.16% | Q4 2017 | Q4 2018 | 5 |
CHANNING GLOBAL ADVISORS, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2019 | 5 |
Karp Capital Management Corp | 4 | 1 | 0.01% | 0.07% | 0.27% | Q4 2014 | Q1 2017 | 5 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q2 2023 | 5 |
CREDIT AGRICOLE S A | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 5 |
Vigilant Capital Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 5 |
Arlington Partners LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
LINCOLN NATIONAL CORP | 3 | 2 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CSat Investment Advisory, L.P. | 4 | 4 | 2.59% | 3.33% | 4.19% | Q3 2013 | Q2 2014 | 4 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q2 2016 | 4 |
CFS, LLC | 4 | 4 | 0.45% | 0.47% | 0.49% | Q2 2013 | Q1 2014 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.12% | 0.15% | 0.18% | Q2 2013 | Q1 2014 | 4 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.04% | 0.14% | Q4 2015 | Q3 2023 | 4 |
SIENA CAPITAL LLC | 4 | 4 | 1.30% | 1.36% | 1.47% | Q4 2021 | Q3 2022 | 4 |
Odey Asset Management Group Ltd | 4 | 4 | 0.15% | 0.27% | 0.47% | Q2 2013 | Q1 2014 | 4 |
ProVise Management Group, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2015 | Q4 2015 | 4 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 4 |
Pacific Center for Financial Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Westwood Wealth Management | 2 | 2 | 0.10% | 0.20% | 0.27% | Q1 2022 | Q1 2023 | 4 |
Horizon Investments, LLC | 4 | 4 | 0.07% | 0.11% | 0.17% | Q4 2018 | Q3 2019 | 4 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TRADITION ASSET MANAGEMENT LLC | 4 | 4 | 0.16% | 0.68% | 1.00% | Q2 2019 | Q1 2020 | 4 |
Capricorn Fund Managers Ltd | 2 | 1 | 0.09% | 1.72% | 3.19% | Q1 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 2 | 2 | 0.07% | 0.12% | 0.15% | Q1 2021 | Q1 2023 | 4 |
CONNING INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Boston Common Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 0.31% | 0.51% | 0.61% | Q1 2022 | Q4 2022 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.36% | 0.38% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Waverly Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
THOMPSON SIEGEL & WALMSLEY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Bayesian Capital Management, LP | 2 | 1 | 0.06% | 0.11% | 0.18% | Q1 2018 | Q3 2021 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2019 | 4 |
Accuvest Global Advisors | 3 | 1 | 0.15% | 0.21% | 0.26% | Q3 2018 | Q1 2021 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.29% | 0.33% | 0.36% | Q1 2019 | Q4 2019 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q3 2019 | Q1 2022 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 4 |
Banyan Partners, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2013 | Q3 2014 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Monument Capital Management | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
BANK HAPOALIM BM | 3 | 1 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q4 2015 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Foyston, Gordon, & Payne Inc | 4 | 4 | 0.30% | 0.32% | 0.34% | Q3 2013 | Q2 2014 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
BALDWIN BROTHERS LLC/MA | 2 | 1 | 0.00% | 0.14% | 0.32% | Q2 2013 | Q4 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.07% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.07% | Q2 2023 | Q3 2023 | 4 |
Osborn Williams & Donohoe LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q1 2014 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Texas Yale Capital Corp. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q2 2022 | 4 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.22% | 0.26% | 0.30% | Q3 2013 | Q3 2014 | 4 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.02% | 0.09% | 0.20% | Q2 2022 | Q2 2023 | 4 |
SteelPeak Wealth, LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q2 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
NatWest Group plc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2015 | 4 |
MARIETTA INVESTMENT PARTNERS LLC | 4 | 4 | 0.33% | 1.86% | 2.50% | Q2 2013 | Q1 2014 | 4 |
FIRST COMMUNITY TRUST NA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 4 |
Perigon Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 0.82% | 0.97% | 1.11% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LOOMIS SAYLES & CO L P | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
GPS Wealth Strategies Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Centiva Capital, LP | 3 | 3 | 0.28% | 0.32% | 0.37% | Q2 2019 | Q4 2019 | 4 |
Financial Advantage, Inc. | 3 | 1 | 0.01% | 0.03% | 0.03% | Q2 2013 | Q2 2020 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CITY HOLDING CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
SMITH ASSET MANAGEMENT GROUP LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
1834 INVESTMENT ADVISORS CO | 4 | 4 | 0.12% | 0.13% | 0.15% | Q2 2013 | Q1 2014 | 4 |
FAYEZ SAROFIM & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.13% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Laurel Wealth Planning LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 4 | 0.16% | 0.18% | 0.20% | Q1 2013 | Q4 2013 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.56% | 0.62% | 0.71% | Q4 2022 | Q3 2023 | 4 |
MAI Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
New England Investment & Retirement Group, Inc. | 4 | 4 | 2.26% | 2.50% | 2.66% | Q2 2013 | Q1 2014 | 4 |
MFA WEALTH ADVISORS, LLC | 4 | 4 | 0.12% | 0.37% | 0.66% | Q4 2022 | Q3 2023 | 4 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 4 |
Guardian Financial Partners, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q1 2022 | Q1 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
F3Logic, LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q2 2022 | Q4 2022 | 3 |
Americana Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Marble Harbor Investment Counsel, LLC | 3 | 3 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q3 2019 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Hudson Bay Capital Management LP | 1 | 1 | 0.05% | 0.09% | 0.11% | Q2 2013 | Q3 2014 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
683 Capital Management, LLC | 3 | 3 | 1.81% | 2.12% | 2.48% | Q1 2021 | Q3 2021 | 3 |
BANK OF NOVA SCOTIA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 3 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Point72 Hong Kong Ltd | 1 | 1 | 0.11% | 1.07% | 1.95% | Q3 2014 | Q2 2023 | 3 |
STRATTON MANAGEMENT CO | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Quantamental Technologies LLC | 3 | 3 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q2 2019 | 3 |
AVALON CAPITAL MANAGEMENT | 3 | 3 | 0.66% | 0.74% | 0.81% | Q2 2013 | Q4 2013 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 1 | 0.08% | 0.09% | 0.09% | Q3 2013 | Q1 2015 | 3 |
Telemark Asset Management, LLC | 3 | 3 | 0.91% | 2.82% | 4.13% | Q2 2013 | Q4 2013 | 3 |
Quintet Private Bank (Europe) S.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
Kingsview Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
TOTH FINANCIAL ADVISORY CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 1.31% | 1.40% | 1.46% | Q1 2016 | Q3 2016 | 3 |
FORTEM FINANCIAL GROUP, LLC | 3 | 3 | 0.22% | 0.25% | 0.28% | Q4 2018 | Q2 2019 | 3 |
WESTWOOD MANAGEMENT CORP /IL/ | 3 | 3 | 1.17% | 2.07% | 2.60% | Q2 2013 | Q4 2013 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2016 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.08% | 0.18% | Q2 2013 | Q4 2013 | 3 |
Formidable Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Hennion & Walsh Asset Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.01% | 0.06% | 0.09% | Q2 2022 | Q1 2023 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 3 | 0.66% | 0.84% | 1.00% | Q2 2013 | Q4 2013 | 3 |
Single Point Partners, LLC | 2 | 1 | 0.05% | 0.08% | 0.14% | Q2 2022 | Q1 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
TD Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
VSR Financial Services, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 3 |
WESTWOOD HOLDINGS GROUP INC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q3 2021 | Q1 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
AMP Capital Investors Ltd | 3 | 3 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q1 2014 | 3 |
Ruggie Capital Group | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2018 | 3 |
JENNISON ASSOCIATES LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.09% | 0.11% | 0.13% | Q4 2017 | Q3 2018 | 3 |
Apollon Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 3 |
Intersect Capital LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q4 2018 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2015 | 3 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 3 |
Harrington Investments, INC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Fortress Investment Group LLC | 2 | 1 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q3 2014 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
FAIRFIELD, BUSH & CO. | 3 | 3 | 0.14% | 0.15% | 0.16% | Q3 2016 | Q1 2017 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.34% | 0.36% | 0.37% | Q4 2014 | Q2 2015 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.06% | 0.15% | 0.19% | Q3 2021 | Q1 2022 | 3 |
SEARLE & CO. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2014 | Q2 2015 | 3 |
MACKENZIE FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q3 2018 | 3 |
Madden Advisory Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
SAC Capital Advisors LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q4 2013 | 3 |
Point72 Asset Management, L.P. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2023 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.04% | 0.09% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q4 2018 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Optas, LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q3 2023 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Crosspoint Capital Strategies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
LEVEL FOUR FINANCIAL, LLC | 3 | 3 | 0.15% | 0.18% | 0.20% | Q1 2021 | Q3 2021 | 3 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.02% | 0.22% | 0.62% | Q2 2013 | Q2 2016 | 3 |
SG3 Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 3 | 3 | 0.59% | 1.00% | 1.26% | Q4 2014 | Q2 2015 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Crescent Grove Advisors, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q4 2021 | 3 |
BANK OF THE WEST | 3 | 3 | 0.02% | 0.06% | 0.08% | Q3 2013 | Q1 2014 | 3 |
Tradeworx Inc. | 2 | 1 | 0.13% | 0.23% | 0.33% | Q1 2013 | Q3 2014 | 3 |
Evercore Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 3 |
Blueprint Investment Partners LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 3 |
Elite Wealth Management, Inc. | 3 | 3 | 0.02% | 0.05% | 0.07% | Q1 2013 | Q3 2013 | 3 |
Banco de Sabadell, S.A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 3 |
CAPITAL GROWTH MANAGEMENT LP | 3 | 3 | 0.46% | 0.79% | 0.96% | Q2 2013 | Q4 2013 | 3 |
Prudent Man Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q4 2018 | 3 |
Kessler Investment Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 3 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 3 |
Onex Canada Asset Management Inc. | 3 | 3 | 0.33% | 0.44% | 0.50% | Q2 2013 | Q4 2013 | 3 |
Ruedi Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
FALCON POINT CAPITAL, LLC | 3 | 3 | 0.61% | 0.75% | 0.84% | Q2 2013 | Q4 2013 | 3 |
OneAscent Wealth Management LLC | 2 | 1 | 0.14% | 0.29% | 0.60% | Q4 2020 | Q4 2021 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q1 2017 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q1 2019 | 3 |
TCWP LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q1 2022 | Q2 2023 | 3 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HARRIS ASSOCIATES L P | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
PITCAIRN CO | 2 | 1 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q1 2023 | 3 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
MOON CAPITAL MANAGEMENT LP | 3 | 3 | 1.17% | 1.24% | 1.33% | Q2 2015 | Q4 2015 | 3 |
AMERICAN NATIONAL BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VOYA INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
FIDUCIARY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
Main Street Research LLC | 3 | 3 | 1.45% | 1.62% | 1.76% | Q2 2013 | Q4 2013 | 3 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 0.38% | 0.38% | 0.39% | Q2 2013 | Q3 2013 | 2 |
AUGUSTINE ASSET MANAGEMENT INC | 2 | 2 | 2.04% | 2.07% | 2.09% | Q4 2013 | Q1 2014 | 2 |
Sigma Planning Corp | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Guinness Atkinson Asset Management Inc | 2 | 2 | 0.74% | 0.80% | 0.86% | Q2 2013 | Q3 2013 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2015 | 2 |
Stelac Advisory Services LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2016 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Hoxton Financial, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.03% | 0.19% | 0.35% | Q1 2021 | Q2 2021 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Ostrum Asset Management U.S., LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Fiera Capital Inc. | 2 | 2 | 2.31% | 2.42% | 2.53% | Q2 2013 | Q3 2013 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Holistic Financial Partners | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 2 |
TRENT CAPITAL MANAGEMENT INC /NC/ | 1 | 1 | 4.72% | 4.89% | 5.06% | Q4 2016 | Q2 2017 | 2 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
DEERE & CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q3 2014 | 2 |
MONETTA FINANCIAL SERVICES INC | 1 | 1 | 0.31% | 0.53% | 0.75% | Q2 2014 | Q1 2015 | 2 |
Oasis Management Co Ltd. | 1 | 1 | 0.16% | 36.86% | 73.55% | Q3 2023 | Q3 2023 | 2 |
BILL & MELINDA GATES FOUNDATION TRUST | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Baron Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2013 | Q3 2013 | 2 |
SCHARF INVESTMENTS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
ICON ADVISERS INC/CO | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q1 2015 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.21% | 0.46% | 0.72% | Q1 2017 | Q2 2017 | 2 |
Cannell & Co. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.17% | 0.18% | 0.18% | Q2 2013 | Q1 2015 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SWS Partners | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
WCG Management, L.P. | 2 | 2 | 0.69% | 0.94% | 1.19% | Q2 2013 | Q3 2013 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.15% | 2.42% | 4.69% | Q3 2014 | Q3 2017 | 2 |
RONALD BLUE & CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 2 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2014 | 2 |
Bellecapital International Ltd. | 2 | 2 | 0.19% | 0.20% | 0.22% | Q4 2016 | Q1 2017 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q1 2013 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ING GROEP NV | 2 | 2 | 0.03% | 0.11% | 0.19% | Q2 2013 | Q3 2013 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q4 2017 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q3 2017 | 2 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 2 | 2 | 0.52% | 0.60% | 0.67% | Q4 2014 | Q1 2015 | 2 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2018 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2014 | Q4 2014 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Glacier Peak Capital LLC | 2 | 2 | 2.82% | 3.18% | 3.54% | Q4 2015 | Q1 2016 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 2 |
XY Capital Ltd | 1 | 1 | 0.93% | 2.45% | 3.96% | Q1 2023 | Q3 2023 | 2 |
GOFEN & GLOSSBERG LLC /IL/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
LUPO SECURITIES, LLC | 2 | 2 | 0.22% | 0.34% | 0.46% | Q4 2014 | Q1 2015 | 2 |
Echo Point Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Lehman Financial Resources, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 2 |
BANCORPSOUTH INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.16% | 0.24% | 0.33% | Q4 2020 | Q1 2021 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PFG Investments, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
New Millennium Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Indiana Trust & Investment Management CO | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2013 | Q4 2013 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2020 | Q3 2020 | 2 |
Nicholas Hoffman & Company, LLC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q3 2022 | Q2 2023 | 2 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 2 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q4 2018 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Vollero Beach Capital Partners LLC | 1 | 1 | 0.95% | 1.24% | 1.52% | Q3 2014 | Q1 2015 | 2 |
Nan Shan Life Insurance Co., Ltd. | 2 | 2 | 1.82% | 2.51% | 3.20% | Q2 2013 | Q3 2013 | 2 |
DG CAPITAL MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q4 2013 | 2 |
TODD ASSET MANAGEMENT LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2016 | Q2 2020 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.04% | 0.08% | 0.13% | Q1 2018 | Q2 2019 | 2 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q1 2016 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.06% | 0.12% | Q3 2015 | Q2 2018 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q2 2021 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
MCIA Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q2 2020 | 2 |
Berkeley Capital Partners, LLC | 2 | 2 | 0.23% | 0.25% | 0.27% | Q1 2022 | Q2 2022 | 2 |
Karn, Couzens & Associates, Inc. | 2 | 2 | 0.52% | 0.53% | 0.54% | Q4 2020 | Q1 2021 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2015 | Q1 2015 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Diversified Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
COWEN INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
ArchPoint Investors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Rossmore Private Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
StoneX Group Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Standard Family Office LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2014 | Q2 2014 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Jump Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2021 | Q1 2021 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Seamans Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 5.68% | 5.68% | 5.68% | Q2 2013 | Q2 2013 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Glovista Investments LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
HAMEL ASSOCIATES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2015 | Q2 2015 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2013 | Q1 2013 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
INDUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HHG & Company, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2013 | Q2 2013 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
First Command Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2013 | Q4 2013 | 1 |
FCA CORP /TX | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
XPONANCE, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2014 | Q3 2014 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 1.94% | 1.94% | 1.94% | Q1 2021 | Q1 2021 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Roof Eidam Maycock Peralta, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2017 | Q1 2017 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ruffer LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Parasol Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Capstone Investment Advisors (Netherlands), B.V. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2016 | Q4 2016 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Founders Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Ellsworth Advisors, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Diversified Portfolios, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
Alden Global Capital Ltd | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2013 | Q3 2013 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JT Stratford LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2013 | Q2 2013 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
GLG Partners LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
Kernodle & Katon Asset Management Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Soros Fund Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Marketfield Asset Management LLC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q3 2023 | Q3 2023 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
JCIC Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cowen Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Dakota Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Mill Creek Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PDT Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 2.72% | 2.72% | 2.72% | Q1 2017 | Q1 2017 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ascent Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SEVEN MILE ADVISORY | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2015 | Q2 2015 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2013 | Q4 2013 | 1 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 3.56% | 3.56% | 3.56% | Q2 2013 | Q2 2013 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Shay Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
VERTEX ONE ASSET MANAGEMENT INC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2016 | Q2 2016 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
PFG Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 5.18% | 5.18% | 5.18% | Q1 2022 | Q1 2022 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
HOWLAND CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2017 | Q2 2017 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2013 | Q3 2013 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
Capital International Investors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 |
External links
This page lists all the filers that currently own TOYOTA MOTOR CORP or have owned TOYOTA MOTOR CORP in the past.