Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 16 | 0.01% | 0.04% | 0.13% | Q4 2019 | Q3 2023 | 48 |
WOLVERINE TRADING, LLC | 16 | 16 | 0.00% | 0.03% | 0.16% | Q4 2019 | Q3 2023 | 48 |
Citadel Advisors | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 48 |
CAPSTONE INVESTMENT ADVISORS, LLC | 16 | 16 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 47 |
Walleye Trading LLC | 16 | 16 | 0.00% | 0.04% | 0.13% | Q4 2019 | Q3 2023 | 46 |
D. E. Shaw & Co., Inc. | 16 | 16 | 0.00% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 46 |
UBS Group AG | 16 | 16 | 0.00% | 0.01% | 0.13% | Q4 2019 | Q3 2023 | 46 |
PEAK6 Investments LLC | 16 | 16 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 45 |
Parallax Volatility Advisers, L.P. | 9 | 6 | 0.00% | 0.02% | 0.13% | Q4 2019 | Q3 2023 | 44 |
Cutler Group LLC / CA | 16 | 16 | 0.00% | 0.05% | 0.49% | Q4 2019 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 16 | 16 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 42 |
MILLENNIUM MANAGEMENT LLC | 16 | 16 | 0.00% | 0.03% | 0.25% | Q4 2019 | Q3 2023 | 41 |
GOLDMAN SACHS GROUP INC | 16 | 16 | 0.00% | 0.03% | 0.17% | Q4 2019 | Q3 2023 | 40 |
CITIGROUP INC | 16 | 16 | 0.00% | 0.02% | 0.18% | Q4 2019 | Q3 2023 | 37 |
JANE STREET GROUP, LLC | 16 | 16 | 0.00% | 0.03% | 0.37% | Q4 2019 | Q3 2023 | 36 |
WELLS FARGO & COMPANY/MN | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 35 |
HAP Trading, LLC | 10 | 1 | 0.00% | 0.08% | 0.40% | Q4 2020 | Q3 2023 | 33 |
CREDIT SUISSE AG/ | 16 | 16 | 0.00% | 0.08% | 0.66% | Q4 2019 | Q3 2023 | 32 |
CAPITAL FUND MANAGEMENT S.A. | 16 | 16 | 0.04% | 0.23% | 0.76% | Q4 2019 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.06% | 0.19% | Q1 2016 | Q4 2023 | 32 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.05% | 0.12% | Q1 2016 | Q3 2023 | 31 |
HighTower Advisors, LLC | 11 | 4 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 31 |
Jefferies Group LLC | 12 | 12 | 0.00% | 0.07% | 0.43% | Q4 2019 | Q3 2022 | 31 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.01% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 30 |
NOMURA HOLDINGS INC | 9 | 2 | 0.00% | 0.14% | 1.99% | Q4 2019 | Q3 2023 | 29 |
BANK OF MONTREAL /CAN/ | 13 | 2 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 28 |
TWO SIGMA INVESTMENTS, LP | 9 | 1 | 0.00% | 0.06% | 0.43% | Q4 2019 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 26 |
Creative Planning | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 26 |
Cubist Systematic Strategies, LLC | 13 | 2 | 0.00% | 0.05% | 0.22% | Q4 2019 | Q3 2023 | 26 |
CLEAR STREET MARKETS LLC | 15 | 15 | 0.00% | 0.26% | 1.22% | Q1 2020 | Q3 2023 | 25 |
Squarepoint Ops LLC | 5 | 2 | 0.00% | 0.04% | 0.22% | Q4 2019 | Q3 2023 | 24 |
WEST PACES ADVISORS INC. | 14 | 10 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 24 |
Nuveen Asset Management, LLC | 16 | 16 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 22 |
Valeo Financial Advisors, LLC | 16 | 16 | 0.00% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 21 |
CAAS CAPITAL MANAGEMENT LP | 9 | 3 | 0.00% | 0.10% | 0.37% | Q1 2020 | Q2 2023 | 20 |
Caption Management, LLC | 8 | 2 | 0.01% | 0.10% | 0.54% | Q4 2019 | Q4 2022 | 20 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.17% | 0.94% | Q3 2020 | Q3 2022 | 20 |
SHUFRO ROSE & CO LLC | 16 | 16 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 19 |
WOLVERINE ASSET MANAGEMENT LLC | 8 | 8 | 0.00% | 0.01% | 0.07% | Q1 2021 | Q4 2022 | 19 |
HSBC HOLDINGS PLC | 16 | 16 | 0.00% | 0.08% | 0.48% | Q4 2019 | Q3 2023 | 19 |
Walleye Capital LLC | 11 | 1 | 0.00% | 0.07% | 0.91% | Q4 2019 | Q3 2023 | 19 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.08% | 0.40% | Q4 2019 | Q2 2023 | 19 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 18 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.14% | Q4 2019 | Q3 2023 | 18 |
Laurion Capital Management LP | 5 | 2 | 0.00% | 0.10% | 1.16% | Q4 2019 | Q4 2021 | 18 |
INGALLS & SNYDER LLC | 10 | 1 | 0.01% | 0.11% | 0.23% | Q4 2019 | Q3 2023 | 18 |
BANK OF NOVA SCOTIA | 16 | 16 | 0.00% | 0.07% | 0.89% | Q4 2019 | Q3 2023 | 18 |
CREDIT AGRICOLE S A | 11 | 1 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 18 |
FNY Investment Advisers, LLC | 11 | 3 | 0.00% | 0.11% | 0.42% | Q4 2019 | Q3 2023 | 18 |
Lombard Odier Asset Management (USA) Corp | 11 | 4 | 0.02% | 0.08% | 0.26% | Q4 2019 | Q3 2023 | 18 |
Moors & Cabot, Inc. | 16 | 16 | 0.00% | 0.17% | 0.27% | Q4 2019 | Q3 2023 | 17 |
LPL Financial LLC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 17 |
Somerset Trust Co | 17 | 17 | 0.08% | 0.21% | 0.40% | Q4 2019 | Q4 2023 | 17 |
M&R CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q4 2023 | 17 |
DnB Asset Management AS | 17 | 17 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q4 2023 | 17 |
Versant Capital Management, Inc | 17 | 17 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2023 | 17 |
BlackRock Inc. | 16 | 16 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 17 |
Lowe Wealth Advisors, LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2023 | 17 |
Prestige Wealth Management Group LLC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 17 |
Private Capital Management, LLC | 10 | 10 | 0.04% | 0.13% | 0.50% | Q1 2021 | Q2 2023 | 17 |
SG3 Management, LLC | 5 | 1 | 0.00% | 0.06% | 0.23% | Q4 2019 | Q3 2021 | 16 |
TRUST CO OF VERMONT | 16 | 16 | 0.00% | 0.31% | 0.55% | Q4 2019 | Q3 2023 | 16 |
Supplemental Annuity Collective Trust of NJ | 16 | 16 | 0.07% | 0.27% | 0.57% | Q4 2019 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
PANAGORA ASSET MANAGEMENT INC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
CANADA PENSION PLAN INVESTMENT BOARD | 16 | 16 | 0.00% | 0.03% | 0.39% | Q4 2019 | Q3 2023 | 16 |
DEUTSCHE BANK AG\ | 16 | 16 | 0.01% | 0.04% | 0.13% | Q4 2019 | Q3 2023 | 16 |
PINNACLE ASSOCIATES LTD | 16 | 16 | 0.06% | 0.17% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Bank of New York Mellon Corp | 16 | 16 | 0.02% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
SECURIAN ASSET MANAGEMENT, INC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
VANGUARD GROUP INC | 16 | 16 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
NEW YORK STATE COMMON RETIREMENT FUND | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Crossmark Global Holdings, Inc. | 16 | 16 | 0.01% | 0.13% | 0.30% | Q4 2019 | Q3 2023 | 16 |
BESSEMER GROUP INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 16 |
COMMERCE BANK | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Mitsubishi UFJ Asset Management Co., Ltd. | 16 | 16 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
AMALGAMATED BANK | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 16 | 16 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
STATE OF WISCONSIN INVESTMENT BOARD | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
EARNEST PARTNERS LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
CNB Bank | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
EVERENCE CAPITAL MANAGEMENT INC | 16 | 16 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Glassman Wealth Services | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
STEPHENS INC /AR/ | 16 | 16 | 0.04% | 0.10% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Invesco Ltd. | 16 | 16 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
FIRST TRUST ADVISORS LP | 16 | 16 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
WHITTIER TRUST CO OF NEVADA INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
WEDBUSH SECURITIES INC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
HUNTINGTON NATIONAL BANK | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Daiwa Securities Group Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
abrdn plc | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 16 | 16 | 0.14% | 1.00% | 1.94% | Q4 2019 | Q3 2023 | 16 |
CIBC WORLD MARKET INC. | 16 | 16 | 0.00% | 0.04% | 0.26% | Q4 2019 | Q3 2023 | 16 |
GABELLI FUNDS LLC | 16 | 16 | 0.05% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 16 |
MATRIX ASSET ADVISORS INC/NY | 16 | 16 | 0.91% | 1.77% | 2.48% | Q4 2019 | Q3 2023 | 16 |
BLAIR WILLIAM & CO/IL | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Wealthcare Advisory Partners LLC | 16 | 16 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Steward Partners Investment Advisory, LLC | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Robeco Institutional Asset Management B.V. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Focused Wealth Management, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
DekaBank Deutsche Girozentrale | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 16 | 16 | 0.00% | 0.07% | 0.24% | Q4 2019 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
PEAPACK GLADSTONE FINANCIAL CORP | 16 | 16 | 0.01% | 0.10% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Smithfield Trust Co | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
KBC Group NV | 16 | 16 | 0.01% | 0.08% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Korea Investment CORP | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
BNP Paribas Asset Management Holding S.A. | 16 | 16 | 0.00% | 0.01% | 0.08% | Q4 2019 | Q3 2023 | 16 |
CORRADO ADVISORS, LLC | 16 | 16 | 0.45% | 0.97% | 2.09% | Q4 2019 | Q3 2023 | 16 |
Legal & General Group Plc | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Sandy Spring Bank | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
NOMURA ASSET MANAGEMENT CO LTD | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Cambridge Investment Research Advisors, Inc. | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
DIMENSIONAL FUND ADVISORS LP | 16 | 16 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
NISA INVESTMENT ADVISORS, LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 16 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Neuberger Berman Group LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
FRANKLIN RESOURCES INC | 16 | 16 | 0.00% | 0.04% | 0.13% | Q4 2019 | Q3 2023 | 16 |
STIFEL FINANCIAL CORP | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
CENTRAL TRUST Co | 16 | 16 | 0.00% | 0.05% | 0.14% | Q4 2019 | Q3 2023 | 16 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
AUXIER ASSET MANAGEMENT | 16 | 16 | 0.04% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Allworth Financial LP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SCOTIA CAPITAL INC. | 16 | 16 | 0.05% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 16 |
OSSIAM | 16 | 16 | 0.00% | 0.04% | 0.19% | Q4 2019 | Q3 2023 | 16 |
PERSONAL CFO SOLUTIONS, LLC | 16 | 16 | 0.11% | 0.21% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Russell Investments Group, Ltd. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
GAMCO INVESTORS, INC. ET AL | 16 | 16 | 0.06% | 0.18% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Lumina Fund Management LLC | 16 | 16 | 0.09% | 0.31% | 0.66% | Q4 2019 | Q3 2023 | 16 |
Baird Financial Group, Inc. | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
AMERIPRISE FINANCIAL INC | 16 | 16 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 16 |
WHITTIER TRUST CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Baystate Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
American Assets Investment Management, LLC | 16 | 16 | 0.18% | 0.42% | 0.62% | Q4 2019 | Q3 2023 | 16 |
NORTHERN TRUST CORP | 16 | 16 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
US BANCORP \DE\ | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
FINANCIAL COUNSELORS INC | 16 | 16 | 0.14% | 0.25% | 0.37% | Q4 2019 | Q3 2023 | 16 |
SEI INVESTMENTS CO | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
MEYER HANDELMAN CO | 16 | 16 | 0.20% | 0.43% | 0.66% | Q4 2019 | Q3 2023 | 16 |
SHELL ASSET MANAGEMENT CO | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Princeton Global Asset Management LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Parkside Financial Bank & Trust | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
BROWN BROTHERS HARRIMAN & CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Janney Montgomery Scott LLC | 16 | 16 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 16 | 16 | 0.04% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.03% | 0.09% | 0.33% | Q4 2019 | Q3 2023 | 16 |
JPMORGAN CHASE & CO | 16 | 16 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 16 |
South Dakota Investment Council | 16 | 16 | 0.00% | 0.12% | 0.52% | Q4 2019 | Q3 2023 | 16 |
GABLES CAPITAL MANAGEMENT INC. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
VOYA INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.00% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Clear Harbor Asset Management, LLC | 11 | 3 | 0.00% | 0.16% | 0.78% | Q4 2019 | Q2 2023 | 16 |
M&T BANK CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
NJ State Employees Deferred Compensation Plan | 16 | 16 | 0.04% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
VALLEY NATIONAL ADVISERS INC | 16 | 16 | 0.01% | 0.07% | 0.18% | Q4 2019 | Q3 2023 | 16 |
National Pension Service | 16 | 16 | 0.00% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
State of Tennessee, Treasury Department | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
PRUDENTIAL FINANCIAL INC | 16 | 16 | 0.01% | 0.06% | 0.21% | Q4 2019 | Q3 2023 | 16 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 16 | 16 | 0.01% | 0.04% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Chevy Chase Trust Holdings, LLC | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
PRICE T ROWE ASSOCIATES INC /MD/ | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
FIFTH THIRD BANCORP | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Claret Asset Management Corp | 16 | 16 | 0.30% | 0.66% | 1.10% | Q4 2019 | Q3 2023 | 16 |
Livforsakringsbolaget Skandia, Omsesidigt | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Impax Asset Management Group plc | 16 | 16 | 0.00% | 0.05% | 0.18% | Q4 2019 | Q3 2023 | 16 |
PRINCIPAL FINANCIAL GROUP INC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Contrarius Investment Management Ltd | 16 | 16 | 0.28% | 5.18% | 9.11% | Q4 2019 | Q3 2023 | 16 |
Permit Capital, LLC | 16 | 16 | 1.28% | 2.61% | 3.79% | Q4 2019 | Q3 2023 | 16 |
Zions Bancorporation, N.A. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Busey Bank | 16 | 16 | 0.03% | 0.41% | 0.95% | Q4 2019 | Q3 2023 | 16 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.15% | 1.23% | Q4 2019 | Q2 2023 | 16 |
AQR Capital Management | 16 | 16 | 0.00% | 0.03% | 0.17% | Q4 2019 | Q3 2023 | 16 |
North Star Investment Management Corp. | 16 | 16 | 0.18% | 0.43% | 0.83% | Q4 2019 | Q3 2023 | 16 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON GROUP PLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Lindbrook Capital, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
TEXAS PERMANENT SCHOOL FUND CORP | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Rock Point Advisors, LLC | 16 | 16 | 0.65% | 2.83% | 3.89% | Q4 2019 | Q3 2023 | 16 |
Private Advisor Group, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
ALLIANCEBERNSTEIN L.P. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
PARADIGM ASSET MANAGEMENT CO LLC | 16 | 16 | 0.01% | 0.28% | 0.58% | Q4 2019 | Q3 2023 | 16 |
JNBA Financial Advisors | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
ProShare Advisors LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Atlas Brown,Inc. | 16 | 16 | 0.13% | 0.27% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Asset Management One Co., Ltd. | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Louisiana State Employees Retirement System | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
ARROW FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
FEDERATED HERMES, INC. | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
SG Americas Securities, LLC | 16 | 16 | 0.00% | 0.08% | 0.87% | Q4 2019 | Q3 2023 | 16 |
TD ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 16 | 16 | 0.02% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 16 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 16 | 16 | 0.92% | 1.31% | 1.69% | Q4 2019 | Q3 2023 | 16 |
CIBC Asset Management Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
IFP Advisors, Inc | 16 | 16 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Ballentine Partners, LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
THOMPSON SIEGEL & WALMSLEY LLC | 16 | 16 | 0.00% | 0.40% | 1.56% | Q4 2019 | Q3 2023 | 16 |
Mirae Asset Global Investments Co., Ltd. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AVIVA PLC | 16 | 16 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
FMR LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
OPPENHEIMER & CO INC | 16 | 16 | 0.03% | 0.08% | 0.17% | Q4 2019 | Q3 2023 | 16 |
TSFG, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
RAYMOND JAMES TRUST N.A. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
WEALTH ADVISORS, INC. | 6 | 4 | 0.00% | 0.07% | 0.20% | Q2 2020 | Q4 2022 | 16 |
ROCKY MOUNTAIN ADVISERS, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 16 | 16 | 0.04% | 0.11% | 0.21% | Q4 2019 | Q3 2023 | 16 |
State of Alaska, Department of Revenue | 16 | 16 | 0.03% | 0.06% | 0.18% | Q4 2019 | Q3 2023 | 16 |
WealthTrust Axiom LLC | 16 | 16 | 0.20% | 0.40% | 0.60% | Q4 2019 | Q3 2023 | 16 |
State of New Jersey Common Pension Fund D | 16 | 16 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Meiji Yasuda Asset Management Co Ltd. | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Mariner, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 16 |
TUDOR INVESTMENT CORP ET AL | 9 | 2 | 0.01% | 0.07% | 0.29% | Q4 2020 | Q3 2023 | 16 |
Parallel Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
HARTFORD INVESTMENT MANAGEMENT CO | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 16 | 16 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q3 2023 | 16 |
METROPOLITAN LIFE INSURANCE CO/NY | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
TCW GROUP INC | 16 | 16 | 0.01% | 0.29% | 0.47% | Q4 2019 | Q3 2023 | 16 |
VICTORY CAPITAL MANAGEMENT INC | 16 | 16 | 0.00% | 0.06% | 0.23% | Q4 2019 | Q3 2023 | 16 |
AdvisorNet Financial, Inc | 16 | 16 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
GEODE CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
CITY HOLDING CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
KEMPNER CAPITAL MANAGEMENT INC. | 16 | 16 | 0.62% | 2.14% | 4.54% | Q4 2019 | Q3 2023 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Allianz Asset Management GmbH | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
TANAKA CAPITAL MANAGEMENT INC | 16 | 16 | 0.56% | 1.44% | 2.74% | Q4 2019 | Q3 2023 | 16 |
QUADRANT CAPITAL GROUP LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Cetera Investment Advisers | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 16 |
LSV ASSET MANAGEMENT | 16 | 16 | 0.08% | 0.24% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Institute for Wealth Management, LLC. | 16 | 16 | 0.07% | 0.21% | 0.31% | Q4 2019 | Q3 2023 | 16 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
APG Asset Management N.V. | 16 | 16 | 0.00% | 0.04% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
STATE STREET CORP | 16 | 16 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 16 | 16 | 0.00% | 0.05% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Raymond James Financial Services Advisors, Inc. | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
AllSquare Wealth Management LLC | 15 | 15 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q2 2023 | 16 |
Retirement Systems of Alabama | 16 | 16 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Sumitomo Mitsui Trust Holdings, Inc. | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
NORDEA INVESTMENT MANAGEMENT AB | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Treasurer of the State of North Carolina | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
IFM Investors Pty Ltd | 16 | 16 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Heritage Trust Co | 16 | 16 | 0.03% | 0.07% | 0.15% | Q4 2019 | Q3 2023 | 16 |
PATHSTONE FAMILY OFFICE, LLC | 16 | 16 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
PARK CIRCLE Co | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 16 | 16 | 0.01% | 0.37% | 0.73% | Q4 2019 | Q3 2023 | 16 |
Norinchukin Bank, The | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
WESTPAC BANKING CORP | 16 | 16 | 0.00% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
FIRST MANHATTAN CO. LLC. | 16 | 16 | 0.00% | 0.06% | 0.41% | Q4 2019 | Q3 2023 | 16 |
J.P. Morgan Private Wealth Advisors LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Global Retirement Partners, LLC | 8 | 7 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
MetLife Investment Management, LLC | 16 | 16 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Utah Retirement Systems | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
First Horizon Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AMERICAN INTERNATIONAL GROUP, INC. | 16 | 16 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 16 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
UBS ASSET MANAGEMENT AMERICAS INC | 16 | 16 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Skandinaviska Enskilda Banken AB (publ) | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.00% | 0.35% | 0.83% | Q4 2019 | Q3 2023 | 16 |
Ariel Investments | 16 | 16 | 0.33% | 1.48% | 2.15% | Q4 2019 | Q3 2023 | 16 |
RHUMBLINE ADVISERS | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Geneos Wealth Management Inc. | 16 | 16 | 0.00% | 0.02% | 0.16% | Q4 2019 | Q3 2023 | 16 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Man Group plc | 10 | 2 | 0.00% | 0.03% | 0.15% | Q4 2019 | Q3 2023 | 16 |
GUGGENHEIM CAPITAL LLC | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Ameritas Investment Partners, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
MACQUARIE GROUP LTD | 16 | 16 | 0.00% | 0.02% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Swiss National Bank | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 16 | 16 | 0.02% | 0.28% | 0.56% | Q4 2019 | Q3 2023 | 16 |
MORGAN STANLEY | 16 | 16 | 0.02% | 0.06% | 0.25% | Q4 2019 | Q3 2023 | 16 |
MML INVESTORS SERVICES, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Round Hill Asset Management | 16 | 16 | 0.82% | 1.47% | 2.00% | Q4 2019 | Q3 2023 | 16 |
Quinn Opportunity Partners LLC | 16 | 16 | 0.15% | 0.48% | 1.03% | Q4 2019 | Q3 2023 | 16 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
TORONTO DOMINION BANK | 16 | 16 | 0.00% | 0.09% | 1.06% | Q4 2019 | Q3 2023 | 16 |
Avior Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 16 | 0.00% | 0.02% | 0.11% | Q4 2019 | Q3 2023 | 16 |
SOL Capital Management CO | 16 | 16 | 0.11% | 0.20% | 0.29% | Q4 2019 | Q3 2023 | 16 |
USS Investment Management Ltd | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 16 | 16 | 0.01% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Oakworth Capital, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Partners, LTD. | 15 | 15 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
MACKENZIE FINANCIAL CORP | 13 | 2 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 15 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.03% | 0.09% | Q1 2022 | Q3 2023 | 15 |
Freestone Capital Holdings, LLC | 15 | 15 | 0.01% | 0.12% | 0.27% | Q4 2019 | Q2 2023 | 15 |
Bartlett & Co. LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 15 |
FOUNDATION RESOURCE MANAGEMENT INC | 15 | 15 | 1.27% | 3.04% | 5.24% | Q1 2020 | Q3 2023 | 15 |
TOMPKINS FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2023 | 15 |
Kovitz Investment Group Partners, LLC | 8 | 6 | 0.01% | 0.61% | 2.93% | Q4 2019 | Q3 2023 | 15 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 8 | 7 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 15 |
Bangor Savings Bank | 15 | 15 | 0.01% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Asset Dedication, LLC | 15 | 15 | 0.01% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Kentucky Retirement Systems | 12 | 3 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 15 |
GLENMEDE TRUST CO NA | 15 | 15 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q2 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.21% | 0.44% | Q1 2020 | Q3 2023 | 15 |
Sunbelt Securities, Inc. | 14 | 1 | 0.04% | 0.49% | 1.01% | Q4 2019 | Q3 2023 | 15 |
MEEDER ASSET MANAGEMENT INC | 12 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 14 | 1 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 15 |
Spark Investment Management LLC | 15 | 15 | 0.38% | 0.95% | 4.41% | Q1 2020 | Q3 2023 | 15 |
Highlander Capital Management, LLC | 10 | 5 | 0.03% | 0.19% | 0.45% | Q4 2019 | Q3 2023 | 15 |
BDO Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
Achmea Investment Management B.V. | 8 | 7 | 0.01% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 15 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
WELLINGTON MANAGEMENT GROUP LLP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
SeaBridge Investment Advisors LLC | 15 | 15 | 0.00% | 0.47% | 1.30% | Q4 2019 | Q2 2023 | 15 |
Veritable, L.P. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 15 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 10 | 5 | 0.14% | 0.61% | 1.72% | Q4 2019 | Q3 2023 | 15 |
Kentucky Retirement Systems Insurance Trust Fund | 12 | 3 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 15 |
RIVER GLOBAL INVESTORS LLP | 10 | 5 | 0.11% | 0.28% | 0.64% | Q4 2019 | Q3 2023 | 15 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 14 | 1 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 15 |
NATIXIS ADVISORS, L.P. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 15 |
Pacific Center for Financial Services | 12 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Cerity Partners LLC | 15 | 15 | 0.02% | 0.09% | 0.20% | Q4 2019 | Q2 2023 | 15 |
D.A. DAVIDSON & CO. | 14 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Pacer Advisors, Inc. | 14 | 1 | 0.00% | 0.04% | 0.21% | Q4 2019 | Q3 2023 | 15 |
TimeScale Financial, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
Sigma Planning Corp | 14 | 1 | 0.01% | 0.03% | 0.18% | Q4 2019 | Q3 2023 | 15 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 10 | 5 | 0.03% | 0.17% | 0.29% | Q4 2019 | Q3 2023 | 15 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 15 | 15 | 0.00% | 0.03% | 0.12% | Q1 2020 | Q3 2023 | 15 |
ALBERT D MASON INC | 15 | 15 | 0.15% | 0.44% | 0.92% | Q2 2020 | Q4 2023 | 15 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 10 | 5 | 0.01% | 0.05% | 0.15% | Q4 2019 | Q3 2023 | 15 |
BFSG, LLC | 14 | 14 | 0.14% | 0.56% | 0.95% | Q2 2020 | Q3 2023 | 14 |
ExodusPoint Capital Management, LP | 9 | 2 | 0.00% | 0.05% | 0.24% | Q4 2019 | Q2 2023 | 14 |
SENTRY INVESTMENT MANAGEMENT LLC | 12 | 2 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 14 |
Horizon Investments, LLC | 12 | 2 | 0.00% | 0.10% | 1.02% | Q4 2019 | Q3 2023 | 14 |
AMERICAN CENTURY COMPANIES INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Wealthfront Advisers LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Pflug Koory, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 13 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 14 |
Belpointe Asset Management LLC | 12 | 1 | 0.02% | 0.11% | 0.26% | Q4 2019 | Q3 2023 | 14 |
DAVENPORT & Co LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 14 |
NewEdge Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Laird Norton Wetherby Wealth Management, LLC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q1 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.06% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.05% | 0.25% | Q4 2019 | Q2 2023 | 14 |
Estabrook Capital Management | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 14 | 14 | 0.02% | 0.07% | 0.15% | Q4 2019 | Q1 2023 | 14 |
Candriam S.C.A. | 14 | 14 | 0.01% | 0.02% | 0.10% | Q4 2019 | Q1 2023 | 14 |
Key FInancial Inc | 12 | 2 | 0.02% | 0.09% | 0.22% | Q4 2019 | Q3 2023 | 14 |
COMERICA BANK | 13 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisor Networks LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Formidable Asset Management, LLC | 14 | 14 | 0.01% | 0.10% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Centiva Capital, LP | 4 | 1 | 0.01% | 0.03% | 0.22% | Q4 2019 | Q2 2023 | 14 |
SUMITOMO LIFE INSURANCE CO | 14 | 14 | 0.01% | 0.05% | 0.13% | Q4 2019 | Q1 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.13% | 0.32% | Q4 2019 | Q1 2023 | 14 |
Grantham, Mayo, Van Otterloo & Co. LLC | 12 | 2 | 0.09% | 0.14% | 0.21% | Q4 2019 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
S. MUOIO & CO. LLC | 12 | 12 | 0.92% | 2.77% | 5.43% | Q4 2019 | Q3 2022 | 14 |
Semmax Financial Advisors Inc. | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Bragg Financial Advisors, Inc | 14 | 14 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q1 2023 | 14 |
HOURGLASS CAPITAL, LLC | 14 | 14 | 0.95% | 1.60% | 2.94% | Q4 2019 | Q1 2023 | 14 |
FARMERS & MERCHANTS INVESTMENTS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Invenomic Capital Management LP | 5 | 2 | 0.01% | 0.54% | 1.85% | Q4 2019 | Q3 2023 | 14 |
Cetera Advisors LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Andra AP-fonden | 9 | 5 | 0.04% | 0.18% | 0.42% | Q4 2019 | Q2 2023 | 14 |
First National Bank of South Miami | 14 | 14 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q2 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
ROYAL LONDON ASSET MANAGEMENT LTD | 10 | 4 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 14 |
PSI Advisors, LLC | 9 | 5 | 0.03% | 0.15% | 0.37% | Q4 2019 | Q3 2023 | 14 |
IPG Investment Advisors LLC | 14 | 14 | 1.11% | 3.64% | 6.26% | Q2 2020 | Q3 2023 | 14 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
TCI Wealth Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q1 2023 | 14 |
Huber Capital Management LLC | 14 | 14 | 0.07% | 0.41% | 0.81% | Q1 2020 | Q2 2023 | 14 |
WINTRUST INVESTMENTS LLC | 7 | 2 | 0.02% | 0.06% | 0.20% | Q4 2019 | Q3 2023 | 14 |
TOBAM | 13 | 1 | 0.00% | 0.41% | 1.29% | Q1 2020 | Q3 2023 | 14 |
Wellington Shields & Co., LLC | 14 | 14 | 0.06% | 0.15% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2023 | 14 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
ALTFEST L J & CO INC | 10 | 3 | 0.04% | 0.09% | 0.21% | Q1 2020 | Q2 2023 | 13 |
KEYBANK NATIONAL ASSOCIATION/OH | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Westside Investment Management, Inc. | 13 | 13 | 0.01% | 0.07% | 0.22% | Q3 2020 | Q3 2023 | 13 |
SEEYOND | 13 | 13 | 0.01% | 0.06% | 0.26% | Q4 2019 | Q4 2022 | 13 |
Beech Hill Advisors, Inc. | 8 | 5 | 0.07% | 0.90% | 2.97% | Q4 2019 | Q3 2023 | 13 |
NATIXIS | 6 | 5 | 0.00% | 0.12% | 0.35% | Q4 2019 | Q3 2022 | 13 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.07% | 0.48% | Q4 2019 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
IMC-Chicago, LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q2 2023 | 13 |
Independent Advisor Alliance | 13 | 13 | 0.00% | 0.07% | 0.31% | Q4 2019 | Q4 2022 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Intercontinental Wealth Advisors, LLC | 13 | 13 | 0.08% | 0.13% | 0.20% | Q2 2020 | Q2 2023 | 13 |
Prospera Financial Services Inc | 13 | 13 | 0.03% | 0.08% | 0.24% | Q4 2019 | Q4 2022 | 13 |
NORGES BANK | 13 | 13 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q4 2022 | 13 |
FOSTER & MOTLEY INC | 13 | 13 | 0.02% | 0.09% | 0.51% | Q4 2019 | Q4 2022 | 13 |
FORSTA AP-FONDEN | 13 | 13 | 0.04% | 0.07% | 0.12% | Q1 2020 | Q1 2023 | 13 |
DELTA ASSET MANAGEMENT LLC/TN | 9 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Ridgewood Investments LLC | 9 | 4 | 0.00% | 0.31% | 0.57% | Q1 2020 | Q2 2023 | 13 |
TRUSTCORE FINANCIAL SERVICES, LLC | 13 | 13 | 0.01% | 0.07% | 0.23% | Q4 2019 | Q4 2022 | 13 |
Empirical Finance, LLC | 12 | 1 | 0.02% | 0.10% | 0.28% | Q4 2019 | Q3 2023 | 13 |
HHM Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
PITCAIRN CO | 12 | 1 | 0.02% | 0.05% | 0.13% | Q4 2019 | Q1 2023 | 13 |
Atlas Private Wealth Advisors | 9 | 4 | 0.01% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 13 |
Claybrook Capital, LLC | 9 | 4 | 0.16% | 0.75% | 1.39% | Q2 2020 | Q3 2023 | 13 |
Vident Investment Advisory, LLC | 12 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q2 2023 | 13 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Jackson Hole Capital Partners, LLC | 10 | 3 | 0.20% | 0.78% | 1.76% | Q2 2020 | Q3 2023 | 13 |
Gilman Hill Asset Management, LLC | 13 | 13 | 0.04% | 1.22% | 2.48% | Q3 2020 | Q3 2023 | 13 |
Brookmont Capital Management | 13 | 13 | 0.55% | 1.04% | 1.71% | Q4 2019 | Q4 2022 | 13 |
Zuckerman Investment Group, LLC | 13 | 13 | 0.05% | 0.98% | 3.25% | Q4 2019 | Q4 2022 | 13 |
Advisors Asset Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.06% | 0.17% | Q4 2019 | Q3 2022 | 13 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 13 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 2 | 0.01% | 0.13% | 0.47% | Q4 2019 | Q1 2023 | 13 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11 | 2 | 0.02% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 13 |
Savant Capital, LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Parsec Financial Management, Inc. | 11 | 2 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q1 2023 | 13 |
Truvestments Capital LLC | 6 | 2 | 0.01% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 13 |
HM PAYSON & CO | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
PRUDENTIAL PLC | 7 | 6 | 0.01% | 0.14% | 0.63% | Q4 2019 | Q3 2023 | 13 |
LAZARD ASSET MANAGEMENT LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
R.H. Dinel Investment Counsel, Inc. | 12 | 1 | 0.02% | 0.11% | 0.21% | Q4 2019 | Q3 2023 | 13 |
Hilltop Holdings Inc. | 12 | 12 | 0.05% | 0.09% | 0.13% | Q3 2020 | Q2 2023 | 12 |
Corient Capital Partners, LLC | 12 | 12 | 0.03% | 0.05% | 0.12% | Q4 2019 | Q3 2022 | 12 |
LEVIN CAPITAL STRATEGIES, L.P. | 10 | 2 | 0.04% | 0.35% | 0.98% | Q4 2019 | Q3 2023 | 12 |
Capital CS Group, LLC | 10 | 10 | 0.21% | 1.39% | 2.36% | Q4 2020 | Q1 2023 | 12 |
Ethic Inc. | 12 | 12 | 0.02% | 0.07% | 0.17% | Q3 2020 | Q2 2023 | 12 |
STRS OHIO | 12 | 12 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2022 | 12 |
Migdal Insurance & Financial Holdings Ltd. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Covington Capital Management | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
American Portfolios Advisors | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 12 |
REGENTATLANTIC CAPITAL LLC | 12 | 12 | 0.02% | 0.04% | 0.11% | Q4 2019 | Q3 2022 | 12 |
GREENLEAF TRUST | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 12 |
Wealth Alliance Advisory Group, LLC | 12 | 12 | 0.07% | 0.14% | 0.19% | Q2 2020 | Q1 2023 | 12 |
WEALTHSOURCE PARTNERS, LLC | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2022 | 12 |
Barry Investment Advisors, LLC | 12 | 12 | 0.11% | 1.10% | 2.72% | Q4 2019 | Q3 2022 | 12 |
Hanson & Doremus Investment Management | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 12 |
Raffles Associates | 8 | 2 | 0.29% | 3.13% | 6.73% | Q4 2019 | Q3 2023 | 12 |
Paloma Partners Management Co | 6 | 2 | 0.00% | 0.04% | 0.19% | Q4 2019 | Q4 2021 | 12 |
HUSSMAN STRATEGIC ADVISORS, INC. | 12 | 12 | 0.26% | 0.49% | 0.87% | Q4 2020 | Q3 2023 | 12 |
ASSETMARK, INC | 11 | 1 | 0.00% | 0.05% | 0.22% | Q4 2019 | Q3 2023 | 12 |
ALLSTATE CORP | 11 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q4 2022 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Gulf International Bank (UK) Ltd | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Riverview Trust Co | 8 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 12 |
Ellis Investment Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Hartford Financial Management Inc. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
EATON VANCE MANAGEMENT | 12 | 12 | 0.03% | 0.04% | 0.09% | Q4 2019 | Q3 2022 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
JEPPSON WEALTH MANAGEMENT, LLC | 11 | 1 | 0.07% | 0.41% | 0.65% | Q3 2020 | Q3 2023 | 12 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2022 | 12 |
CX Institutional | 11 | 1 | 0.00% | 0.03% | 0.17% | Q4 2019 | Q4 2022 | 12 |
KELLEHER FINANCIAL ADVISORS | 10 | 1 | 0.08% | 0.19% | 0.33% | Q4 2019 | Q3 2023 | 12 |
Blueshift Asset Management, LLC | 5 | 1 | 0.04% | 0.40% | 0.86% | Q4 2019 | Q3 2023 | 12 |
Brookstone Capital Management | 7 | 1 | 0.00% | 0.04% | 0.28% | Q4 2019 | Q3 2022 | 12 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.09% | 0.17% | 0.27% | Q1 2020 | Q4 2022 | 12 |
Leelyn Smith, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 12 |
ASSET MANAGEMENT CORP /IL/ /ADV | 8 | 4 | 0.13% | 0.27% | 0.46% | Q4 2019 | Q1 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
MUFG Americas Holdings Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Hudock, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
CSS LLC/IL | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 12 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 12 | 12 | 0.03% | 0.07% | 0.15% | Q4 2019 | Q3 2022 | 12 |
HOWE & RUSLING INC | 11 | 11 | 0.00% | 0.15% | 0.48% | Q1 2020 | Q3 2022 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
AXA S.A. | 6 | 1 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q3 2023 | 12 |
Kovack Advisors, Inc. | 7 | 1 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
COLONY GROUP LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ACG Wealth | 12 | 12 | 0.07% | 0.14% | 0.26% | Q4 2019 | Q3 2022 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
PineBridge Investments, L.P. | 7 | 2 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q2 2023 | 11 |
Shay Capital LLC | 6 | 1 | 0.01% | 0.39% | 1.98% | Q4 2020 | Q2 2023 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.07% | 0.38% | Q4 2019 | Q2 2022 | 11 |
Private Capital Group, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
CENTAURUS FINANCIAL, INC. | 8 | 1 | 0.01% | 0.08% | 0.21% | Q4 2019 | Q1 2022 | 11 |
ING GROEP NV | 6 | 1 | 0.00% | 0.25% | 2.53% | Q4 2019 | Q3 2023 | 11 |
Hudson Capital Management LLC | 11 | 11 | 0.53% | 0.91% | 1.22% | Q4 2019 | Q2 2022 | 11 |
DOWLING & YAHNKE LLC | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2022 | 11 |
FIL Ltd | 6 | 5 | 0.00% | 0.01% | 0.09% | Q4 2019 | Q3 2023 | 11 |
Checchi Capital Advisers, LLC | 8 | 3 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 11 |
FUKOKU MUTUAL LIFE INSURANCE Co | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
BOKF, NA | 6 | 2 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q2 2023 | 11 |
Next Capital Management LLC | 11 | 11 | 0.10% | 0.31% | 0.52% | Q1 2021 | Q3 2023 | 11 |
Lebenthal Global Advisors, LLC | 10 | 1 | 0.00% | 0.26% | 0.43% | Q4 2020 | Q3 2023 | 11 |
Patriot Financial Group Insurance Agency, LLC | 11 | 11 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q2 2022 | 11 |
Buckley Wealth Management, LLC | 11 | 11 | 0.20% | 0.27% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Trust Co | 11 | 11 | 0.00% | 0.15% | 0.54% | Q1 2020 | Q3 2022 | 11 |
AQR Arbitrage LLC | 11 | 11 | 0.01% | 0.09% | 0.19% | Q1 2021 | Q3 2023 | 11 |
DORCHESTER WEALTH MANAGEMENT Co | 11 | 11 | 0.04% | 0.67% | 1.92% | Q4 2019 | Q2 2022 | 11 |
Global Wealth Management Investment Advisory, Inc. | 9 | 2 | 0.00% | 0.65% | 1.03% | Q3 2020 | Q3 2023 | 11 |
Iowa State Bank | 11 | 11 | 0.37% | 0.65% | 0.98% | Q3 2020 | Q1 2023 | 11 |
E&G Advisors, LP | 6 | 5 | 0.06% | 0.12% | 0.22% | Q4 2019 | Q3 2022 | 11 |
Cordasco Financial Network | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.04% | 0.15% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 8 | 1 | 0.00% | 0.06% | 0.17% | Q2 2020 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.01% | 0.06% | 0.13% | Q1 2021 | Q3 2023 | 11 |
ClearBridge Investments | 11 | 11 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q2 2022 | 11 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 10 | 1 | 0.05% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 11 |
VILLERE ST DENIS J & CO LLC | 11 | 11 | 1.24% | 2.62% | 4.49% | Q1 2021 | Q3 2023 | 11 |
BECKER CAPITAL MANAGEMENT INC | 11 | 11 | 0.02% | 0.68% | 1.63% | Q4 2019 | Q2 2022 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.09% | 0.15% | 0.23% | Q1 2021 | Q3 2023 | 11 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 11 |
BREWIN DOLPHIN LTD | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 11 |
CULLEN/FROST BANKERS, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
Equitable Holdings, Inc. | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 11 |
ADVISOR PARTNERS LLC | 11 | 11 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q2 2022 | 11 |
EVOKE WEALTH, LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2022 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
NWAM LLC | 9 | 1 | 0.02% | 0.07% | 0.12% | Q4 2019 | Q4 2022 | 11 |
McAdam, LLC | 10 | 1 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q4 2022 | 11 |
OneDigital Investment Advisors LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 11 |
STANSBERRY ASSET MANAGEMENT, LLC | 11 | 11 | 0.14% | 2.60% | 4.86% | Q1 2020 | Q3 2022 | 11 |
GW HENSSLER & ASSOCIATES LTD | 9 | 1 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q1 2023 | 11 |
Gradient Investments LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
CHIRON CAPITAL MANAGEMENT, LLC | 9 | 2 | 0.26% | 0.84% | 1.52% | Q3 2020 | Q3 2023 | 11 |
SeaCrest Wealth Management, LLC | 11 | 11 | 0.03% | 0.10% | 0.23% | Q4 2019 | Q2 2022 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Capstone Triton Financial Group, LLC | 7 | 4 | 0.13% | 0.21% | 0.53% | Q4 2020 | Q3 2023 | 11 |
Triangle Securities Wealth Management | 11 | 11 | 0.17% | 0.34% | 0.54% | Q4 2019 | Q2 2022 | 11 |
CI INVESTMENTS INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 11 | 11 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q2 2023 | 11 |
Olstein Capital Management, L.P. | 11 | 11 | 0.80% | 1.45% | 2.06% | Q4 2019 | Q2 2022 | 11 |
MV CAPITAL MANAGEMENT, INC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
SEVEN EIGHT CAPITAL, LP | 8 | 1 | 0.04% | 0.39% | 1.17% | Q4 2019 | Q3 2023 | 11 |
NAN FUNG TRINITY (HK) Ltd | 11 | 11 | 0.66% | 2.17% | 3.04% | Q4 2020 | Q2 2023 | 11 |
CARRET ASSET MANAGEMENT, LLC | 9 | 2 | 0.03% | 0.08% | 0.14% | Q3 2020 | Q3 2023 | 11 |
PROFUND ADVISORS LLC | 11 | 11 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q2 2022 | 11 |
LINCOLN NATIONAL CORP | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
Forest Hill Capital, LLC | 11 | 11 | 0.42% | 0.73% | 1.20% | Q1 2021 | Q3 2023 | 11 |
FIDUCIARY TRUST CO | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2022 | 11 |
Grandview Asset Management LLC | 9 | 2 | 0.34% | 0.69% | 1.67% | Q4 2020 | Q3 2023 | 11 |
Quantbot Technologies LP | 5 | 1 | 0.03% | 0.21% | 0.54% | Q4 2019 | Q3 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 10 |
KINGS POINT CAPITAL MANAGEMENT | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 10 |
Amundi | 10 | 10 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
HOERTKORN RICHARD CHARLES | 10 | 10 | 0.42% | 0.78% | 1.08% | Q2 2021 | Q3 2023 | 10 |
First Bank & Trust | 10 | 10 | 0.04% | 0.10% | 0.16% | Q1 2020 | Q2 2022 | 10 |
Creegan & Nassoura Financial Group, LLC | 10 | 10 | 0.39% | 0.85% | 1.47% | Q2 2021 | Q3 2023 | 10 |
Marathon Trading Investment Management LLC | 7 | 1 | 0.01% | 0.17% | 0.45% | Q1 2020 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
MARCO INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.04% | 0.11% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Meiji Yasuda Life Insurance Co | 10 | 10 | 0.01% | 0.02% | 0.11% | Q4 2019 | Q1 2022 | 10 |
Harvest Fund Management Co., Ltd | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2010 | Q3 2023 | 10 |
Koshinski Asset Management, Inc. | 9 | 1 | 0.02% | 0.05% | 0.15% | Q2 2020 | Q1 2023 | 10 |
Tarbox Family Office, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 10 |
SANDLER CAPITAL MANAGEMENT | 4 | 2 | 0.26% | 1.04% | 2.52% | Q4 2019 | Q3 2023 | 10 |
S.A. Mason LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Majedie Asset Management Ltd | 10 | 10 | 0.20% | 0.52% | 0.77% | Q4 2019 | Q1 2022 | 10 |
ARMISTICE CAPITAL, LLC | 6 | 4 | 0.36% | 0.69% | 1.27% | Q1 2021 | Q3 2023 | 10 |
FIRST NATIONAL TRUST CO | 10 | 10 | 0.01% | 0.14% | 0.68% | Q4 2020 | Q1 2023 | 10 |
Bedel Financial Consulting, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.16% | 0.81% | Q4 2019 | Q3 2023 | 10 |
CIGNA INVESTMENTS INC /NEW | 10 | 10 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q1 2022 | 10 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 10 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q1 2022 | 10 |
AlphaMark Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 10 |
MACKAY SHIELDS LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q1 2022 | 10 |
Ionic Capital Management LLC | 4 | 3 | 0.04% | 0.50% | 1.86% | Q4 2019 | Q4 2021 | 10 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q2 2023 | 10 |
MCDONALD PARTNERS LLC | 7 | 1 | 0.08% | 0.24% | 0.47% | Q4 2020 | Q3 2023 | 10 |
Robbins Farley | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
ATLAS CAPITAL ADVISORS LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q1 2023 | 10 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 10 |
Semper Augustus Investments Group | 10 | 10 | 3.60% | 6.53% | 9.78% | Q2 2021 | Q3 2023 | 10 |
Coatue Management | 7 | 3 | 0.11% | 0.36% | 0.65% | Q1 2021 | Q3 2023 | 10 |
Virtu Financial LLC | 2 | 1 | 0.06% | 0.26% | 0.83% | Q4 2019 | Q3 2023 | 10 |
Thomasville National Bank | 10 | 10 | 0.04% | 0.76% | 1.20% | Q2 2021 | Q3 2023 | 10 |
IBM Retirement Fund | 10 | 10 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q1 2022 | 10 |
MEMBERS CAPITAL ADVISORS INC | 10 | 10 | 0.19% | 0.61% | 1.06% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Kidder Stephen W | 9 | 1 | 0.07% | 0.10% | 0.13% | Q2 2020 | Q1 2023 | 10 |
1832 Asset Management L.P. | 7 | 1 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q3 2023 | 10 |
PERRITT CAPITAL MANAGEMENT INC | 6 | 4 | 0.14% | 0.24% | 0.36% | Q1 2020 | Q1 2023 | 10 |
BRADLEY FOSTER & SARGENT INC/CT | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 10 |
Capula Management Ltd | 3 | 1 | 0.01% | 0.12% | 0.46% | Q4 2019 | Q3 2021 | 10 |
Jump Financial, LLC | 6 | 2 | 0.01% | 0.14% | 0.33% | Q3 2020 | Q3 2023 | 10 |
J.W. COLE ADVISORS, INC. | 7 | 1 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q1 2023 | 10 |
1834 INVESTMENT ADVISORS CO | 10 | 10 | 0.02% | 0.18% | 0.67% | Q1 2020 | Q2 2022 | 10 |
Cubic Asset Management, LLC | 10 | 10 | 0.06% | 0.22% | 0.34% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 10 |
ALPS ADVISORS INC | 4 | 1 | 0.00% | 0.08% | 0.24% | Q4 2019 | Q3 2023 | 10 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 10 | 10 | 0.04% | 0.11% | 0.34% | Q2 2020 | Q3 2022 | 10 |
Tredje AP-fonden | 9 | 1 | 0.02% | 0.05% | 0.16% | Q4 2019 | Q3 2023 | 10 |
GRIFFIN ASSET MANAGEMENT, INC. | 10 | 10 | 0.14% | 0.21% | 0.29% | Q2 2021 | Q3 2023 | 10 |
Capital World Investors | 7 | 3 | 0.02% | 0.05% | 0.16% | Q4 2019 | Q3 2023 | 10 |
Telos Capital Management, Inc. | 8 | 1 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q1 2022 | 9 |
Snowden Capital Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 9 |
SALEM INVESTMENT COUNSELORS INC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
Capital Financial Services, LLC | 9 | 9 | 0.89% | 1.78% | 3.03% | Q4 2020 | Q4 2022 | 9 |
Tidal Investments LLC | 5 | 4 | 0.01% | 0.02% | 0.09% | Q2 2021 | Q3 2023 | 9 |
OLD NATIONAL BANCORP /IN/ | 9 | 9 | 0.01% | 0.09% | 0.26% | Q1 2020 | Q1 2022 | 9 |
MidWestOne Financial Group, Inc. | 5 | 2 | 0.11% | 0.27% | 0.32% | Q4 2019 | Q2 2022 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q2 2023 | 9 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 9 | 9 | 0.05% | 0.14% | 0.24% | Q4 2019 | Q4 2021 | 9 |
IHT Wealth Management, LLC | 8 | 1 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2022 | 9 |
AlphaCrest Capital Management LLC | 8 | 1 | 0.02% | 0.20% | 0.81% | Q1 2020 | Q2 2022 | 9 |
CTC LLC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Kore Private Wealth LLC | 7 | 2 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q1 2022 | 9 |
FRED ALGER MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Blume Capital Management, Inc. | 9 | 9 | 0.01% | 1.02% | 2.43% | Q4 2019 | Q4 2021 | 9 |
SHAPIRO CAPITAL MANAGEMENT LLC | 8 | 1 | 0.00% | 1.03% | 2.34% | Q4 2019 | Q2 2022 | 9 |
Tennessee Valley Asset Management Partners | 9 | 9 | 0.00% | 0.13% | 0.20% | Q2 2020 | Q2 2022 | 9 |
MAI Capital Management | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Poehling Capital Management, INC. | 9 | 9 | 0.42% | 1.23% | 2.74% | Q4 2019 | Q4 2021 | 9 |
TRUSTCO BANK CORP N Y | 9 | 9 | 0.93% | 1.58% | 2.06% | Q4 2020 | Q4 2022 | 9 |
Eagle Bay Advisors LLC | 4 | 3 | 0.00% | 0.04% | 0.08% | Q2 2021 | Q1 2023 | 9 |
Cipher Capital LP | 3 | 1 | 0.05% | 0.24% | 0.61% | Q4 2019 | Q2 2023 | 9 |
HANCOCK WHITNEY CORP | 9 | 9 | 0.03% | 0.07% | 0.18% | Q4 2019 | Q4 2021 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
STONERIDGE INVESTMENT PARTNERS LLC | 5 | 4 | 0.31% | 0.83% | 2.17% | Q4 2019 | Q1 2022 | 9 |
SYNOVUS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 9 |
First Trust Direct Indexing L.P. | 8 | 1 | 0.03% | 0.06% | 0.12% | Q4 2020 | Q1 2023 | 9 |
MARKSTON INTERNATIONAL LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 9 |
C2C Wealth Management, LLC | 8 | 8 | 0.01% | 0.23% | 0.46% | Q4 2021 | Q3 2023 | 9 |
Systematic Alpha Investments, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Sterneck Capital Management, LLC | 5 | 4 | 0.12% | 0.19% | 0.28% | Q4 2019 | Q1 2022 | 9 |
Merrion Investment Management Co, LLC | 8 | 1 | 0.15% | 0.27% | 0.40% | Q4 2020 | Q3 2023 | 9 |
RiverGlades Family Offices LLC | 8 | 1 | 0.19% | 0.27% | 0.34% | Q3 2020 | Q4 2022 | 9 |
Tradition Wealth Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Alaska Permanent Fund Corp | 9 | 9 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q1 2022 | 9 |
DUALITY ADVISERS, LP | 4 | 2 | 0.02% | 0.27% | 1.05% | Q2 2020 | Q2 2023 | 9 |
WESBANCO BANK INC | 6 | 3 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2022 | 9 |
Accel Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Kalos Management, Inc. | 8 | 1 | 0.08% | 0.13% | 0.19% | Q4 2019 | Q1 2022 | 9 |
BI Asset Management Fondsmaeglerselskab A/S | 5 | 4 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 9 |
TD Capital Management LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Wealth Quarterback LLC | 4 | 1 | 0.00% | 0.24% | 0.62% | Q1 1987 | Q1 2023 | 9 |
America First Investment Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Rehmann Capital Advisory Group | 9 | 9 | 0.04% | 0.07% | 0.12% | Q2 2021 | Q2 2023 | 9 |
MATRIX PRIVATE CAPITAL GROUP LLC | 9 | 9 | 0.11% | 0.23% | 0.36% | Q2 2020 | Q2 2022 | 9 |
SRS Capital Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Jeereddi Investments, LP | 5 | 4 | 0.38% | 0.71% | 0.88% | Q4 2019 | Q1 2022 | 9 |
Costello Asset Management, INC | 4 | 2 | 0.27% | 0.52% | 0.72% | Q2 2020 | Q3 2023 | 9 |
ABNER HERRMAN & BROCK LLC | 8 | 1 | 0.04% | 0.47% | 2.07% | Q4 2019 | Q2 2022 | 9 |
Mirador Capital Partners LP | 9 | 9 | 0.30% | 0.41% | 0.54% | Q2 2021 | Q2 2023 | 9 |
QVT Financial LP | 9 | 9 | 0.36% | 0.62% | 1.04% | Q1 2021 | Q1 2023 | 9 |
Hapanowicz & Associates Financial Services, Inc | 8 | 1 | 0.12% | 0.15% | 0.19% | Q4 2019 | Q2 2022 | 9 |
Carroll Financial Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
HENNESSY ADVISORS INC | 5 | 4 | 0.10% | 0.20% | 0.32% | Q4 2019 | Q4 2022 | 9 |
Balentine LLC | 5 | 1 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q1 2023 | 9 |
Redpoint Investment Management Pty Ltd | 9 | 9 | 0.05% | 0.06% | 0.11% | Q4 2019 | Q4 2021 | 9 |
FAIRFIELD, BUSH & CO. | 8 | 1 | 0.00% | 0.30% | 0.48% | Q3 2020 | Q2 2023 | 9 |
Clearstead Trust, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.11% | Q4 2019 | Q3 2022 | 9 |
Sargent Bickham Lagudis LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 9 |
Vantage Consulting Group Inc | 4 | 1 | 0.01% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 9 |
NN Investment Partners Holdings N.V. | 7 | 2 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q1 2022 | 9 |
Dai-ichi Life Insurance Company, Ltd | 6 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2022 | 9 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q2 2022 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.00% | 0.05% | 0.17% | Q2 2020 | Q3 2023 | 8 |
Callahan Advisors, LLC | 8 | 8 | 0.10% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTMENT MANAGEMENT | 8 | 8 | 0.43% | 0.76% | 1.14% | Q3 2020 | Q2 2022 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Insight Inv LLC | 8 | 8 | 0.33% | 0.81% | 1.17% | Q4 2021 | Q3 2023 | 8 |
NEXT Financial Group, Inc | 6 | 2 | 0.01% | 0.06% | 0.21% | Q4 2019 | Q4 2021 | 8 |
KENFARB & CO. | 8 | 8 | 0.11% | 0.18% | 0.28% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Camelot Portfolios, LLC | 5 | 1 | 0.00% | 0.26% | 0.48% | Q3 2021 | Q2 2023 | 8 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
LOOMIS SAYLES & CO L P | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 8 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 4 | 1 | 0.02% | 0.19% | 0.50% | Q2 2021 | Q3 2023 | 8 |
Visionary Wealth Advisors | 8 | 8 | 0.02% | 0.13% | 0.45% | Q3 2020 | Q2 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cohen Klingenstein LLC | 8 | 8 | 0.05% | 0.11% | 0.21% | Q4 2019 | Q3 2021 | 8 |
AVAII WEALTH MANAGEMENT, LLC | 7 | 7 | 0.12% | 0.55% | 1.36% | Q1 2022 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.38% | 0.53% | 0.74% | Q4 2021 | Q3 2023 | 8 |
PrairieView Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CLARK ESTATES INC/NY | 4 | 4 | 0.27% | 0.50% | 0.67% | Q4 2019 | Q1 2022 | 8 |
Symmetry Partners, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
PRIVATE TRUST CO NA | 6 | 2 | 0.00% | 0.02% | 0.08% | Q2 2021 | Q3 2023 | 8 |
Lion Street Advisors, LLC | 8 | 8 | 0.12% | 0.17% | 0.35% | Q3 2021 | Q2 2023 | 8 |
NFJ INVESTMENT GROUP, LLC | 8 | 8 | 0.09% | 0.16% | 0.30% | Q2 2021 | Q1 2023 | 8 |
Aquatic Capital Management LLC | 8 | 8 | 0.01% | 0.17% | 0.33% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.04% | 0.09% | 0.31% | Q4 2019 | Q3 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HC FINANCIAL ADVISORS INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Adams Asset Advisors, LLC | 8 | 8 | 0.48% | 1.17% | 1.70% | Q2 2021 | Q1 2023 | 8 |
SVB WEALTH LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cambridge Financial Group, Inc. | 5 | 1 | 1.90% | 2.71% | 4.04% | Q1 2021 | Q3 2023 | 8 |
Boit C F David | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
World Asset Management Inc | 8 | 8 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q3 2021 | 8 |
Alberta Investment Management Corp | 5 | 3 | 0.00% | 0.36% | 0.73% | Q4 2019 | Q3 2023 | 8 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.11% | 0.40% | 0.81% | Q4 2021 | Q3 2023 | 8 |
Mercer Capital Advisers, Inc. | 8 | 8 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q3 2021 | 8 |
PENOBSCOT WEALTH MANAGEMENT | 8 | 8 | 0.28% | 0.61% | 1.53% | Q2 2021 | Q1 2023 | 8 |
Cresset Asset Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 8 |
Glenview Capital Management | 8 | 8 | 0.38% | 2.81% | 5.54% | Q4 2019 | Q3 2021 | 8 |
Jacobi Capital Management LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PARK AVENUE SECURITIES LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 8 |
Leucadia National | 4 | 4 | 0.00% | 0.04% | 0.11% | Q4 2022 | Q3 2023 | 8 |
Versor Investments LP | 7 | 1 | 0.01% | 0.04% | 0.11% | Q2 2021 | Q2 2023 | 8 |
SECURITY NATIONAL TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.51% | 0.85% | 1.32% | Q4 2021 | Q3 2023 | 8 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.04% | 0.19% | 0.71% | Q1 2021 | Q3 2023 | 8 |
Wellington Shields Capital Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.08% | Q4 2019 | Q3 2023 | 8 |
Credit Capital Investments LLC | 5 | 1 | 0.26% | 1.39% | 3.44% | Q4 2019 | Q2 2023 | 8 |
Cladis Investment Advisory, LLC | 8 | 8 | 0.24% | 0.34% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Assenagon Asset Management S.A. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Metropolis Capital Ltd | 8 | 8 | 0.52% | 0.83% | 1.24% | Q1 2022 | Q4 2023 | 8 |
Clarius Group, LLC | 7 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2023 | 8 |
GREENWOOD CAPITAL ASSOCIATES LLC | 6 | 1 | 0.02% | 0.13% | 0.20% | Q4 2019 | Q1 2023 | 8 |
Bedell Frazier Investment Counselling, LLC | 8 | 8 | 0.29% | 0.59% | 1.07% | Q1 2020 | Q4 2021 | 8 |
ArrowMark Colorado Holdings LLC | 8 | 8 | 0.02% | 0.22% | 0.33% | Q1 2021 | Q4 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 8 | 8 | 0.00% | 0.04% | 0.12% | Q4 2019 | Q3 2021 | 8 |
Alpha Omega Wealth Management LLC | 8 | 8 | 0.35% | 1.10% | 1.48% | Q4 2021 | Q3 2023 | 8 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 0.14% | 0.50% | 0.95% | Q4 2021 | Q3 2023 | 8 |
Kendall Capital Management | 7 | 1 | 0.12% | 0.22% | 0.28% | Q4 2019 | Q1 2022 | 8 |
J. Goldman & Co LP | 2 | 1 | 0.01% | 0.28% | 0.53% | Q4 2019 | Q3 2023 | 8 |
Annex Advisory Services, LLC | 8 | 8 | 0.13% | 0.17% | 0.22% | Q3 2020 | Q2 2022 | 8 |
Gotham Asset Management, LLC | 4 | 1 | 0.01% | 0.07% | 0.15% | Q4 2019 | Q1 2023 | 8 |
AHL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.62% | 1.11% | 1.78% | Q4 2021 | Q3 2023 | 8 |
AMP Capital Investors Ltd | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2021 | 8 |
Illinois Municipal Retirement Fund | 8 | 8 | 0.03% | 0.13% | 0.26% | Q4 2020 | Q3 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Platform Technology Partners | 5 | 3 | 0.12% | 0.41% | 0.60% | Q2 2020 | Q2 2022 | 8 |
Aveo Capital Partners, LLC | 5 | 5 | 0.01% | 0.30% | 0.56% | Q2 2021 | Q2 2022 | 8 |
NuWave Investment Management, LLC | 4 | 2 | 0.00% | 0.52% | 1.74% | Q4 2019 | Q3 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Regal Investment Advisors LLC | 6 | 1 | 0.07% | 0.14% | 0.30% | Q2 2020 | Q3 2022 | 8 |
CIBC WORLD MARKETS CORP | 6 | 2 | 0.06% | 0.21% | 0.52% | Q4 2019 | Q4 2021 | 8 |
MITCHELL SINKLER & STARR/PA | 8 | 8 | 0.16% | 0.32% | 0.53% | Q4 2021 | Q3 2023 | 8 |
TEALWOOD ASSET MANAGEMENT INC | 6 | 2 | 0.28% | 0.85% | 1.47% | Q4 2019 | Q4 2021 | 8 |
Source Financial Advisors LLC | 5 | 3 | 0.05% | 0.13% | 0.21% | Q1 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.40% | 0.51% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Berman Capital Advisors, LLC | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q3 2021 | 8 |
Investors Research Corp | 5 | 2 | 0.00% | 0.20% | 0.39% | Q4 2019 | Q3 2023 | 7 |
QS Investors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.04% | 0.58% | 1.24% | Q1 2021 | Q3 2022 | 7 |
Quadrature Capital Ltd | 3 | 1 | 0.09% | 0.45% | 1.24% | Q1 2020 | Q1 2023 | 7 |
DMC Group, LLC | 7 | 7 | 0.23% | 0.37% | 0.51% | Q4 2021 | Q2 2023 | 7 |
CIBC Private Wealth Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Alpha Paradigm Partners, LLC | 4 | 3 | 0.02% | 0.21% | 0.47% | Q4 2020 | Q4 2022 | 7 |
Sound Income Strategies, LLC | 7 | 7 | 0.01% | 0.23% | 0.64% | Q2 2020 | Q4 2021 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
WRAPMANAGER INC | 5 | 2 | 0.06% | 0.11% | 0.17% | Q3 2020 | Q2 2022 | 7 |
Centric Wealth Management | 2 | 1 | 0.00% | 0.46% | 1.18% | Q4 2019 | Q1 2021 | 7 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 1 | 0.01% | 0.06% | 0.13% | Q1 2021 | Q3 2023 | 7 |
HAMEL ASSOCIATES, INC. | 7 | 7 | 0.63% | 1.00% | 1.35% | Q1 2021 | Q3 2022 | 7 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 7 |
Haverford Trust Co | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
U.S. Capital Wealth Advisors, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
GREATMARK INVESTMENT PARTNERS, INC. | 7 | 7 | 0.03% | 0.22% | 0.39% | Q1 2022 | Q3 2023 | 7 |
BEACH INVESTMENT COUNSEL INC/PA | 5 | 2 | 0.03% | 0.07% | 0.12% | Q2 2021 | Q1 2023 | 7 |
Essex Financial Services, Inc. | 7 | 7 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q1 2022 | 7 |
McIlrath & Eck, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
EQUITY INVESTMENT CORP | 7 | 7 | 0.01% | 0.30% | 2.02% | Q1 2022 | Q3 2023 | 7 |
EXCHANGE TRADED CONCEPTS, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2023 | 7 |
Citadel Investment Advisory, Inc. | 7 | 7 | 0.25% | 0.38% | 0.48% | Q4 2020 | Q2 2022 | 7 |
Capital Analysts, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 7 |
Yorktown Management & Research Co Inc | 7 | 7 | 0.29% | 0.41% | 0.52% | Q2 2020 | Q4 2021 | 7 |
PRENTISS SMITH & CO INC | 7 | 7 | 0.77% | 2.05% | 2.72% | Q2 2021 | Q4 2022 | 7 |
Twin Tree Management, LP | 3 | 1 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q2 2023 | 7 |
PICTET ASSET MANAGEMENT LTD | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2021 | 7 |
Foundry Partners, LLC | 7 | 7 | 0.14% | 0.46% | 0.72% | Q4 2019 | Q2 2021 | 7 |
Renaissance Technologies | 4 | 1 | 0.01% | 0.09% | 0.32% | Q4 2019 | Q1 2023 | 7 |
WILSEY ASSET MANAGEMENT INC | 7 | 7 | 2.54% | 3.45% | 4.93% | Q1 2022 | Q3 2023 | 7 |
IEQ CAPITAL, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 7 |
AIA Group Ltd | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 7 |
BANK OF HAWAII | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Wealthspire Advisors, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.14% | 0.63% | Q1 2020 | Q3 2023 | 7 |
Pinnacle Wealth Management Advisory Group, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q2 2023 | 7 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.08% | 0.20% | Q4 2019 | Q1 2023 | 7 |
XR Securities LLC | 4 | 4 | 0.01% | 0.04% | 0.13% | Q1 2021 | Q4 2021 | 7 |
Alexandria Capital, LLC | 6 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2021 | 7 |
Lingotto Investment Management LLP | 6 | 1 | 0.48% | 3.27% | 11.92% | Q4 2021 | Q3 2023 | 7 |
CSM Advisors, LLC | 7 | 7 | 0.28% | 0.49% | 1.06% | Q1 2021 | Q3 2022 | 7 |
ZACKS INVESTMENT MANAGEMENT | 7 | 7 | 0.00% | 0.11% | 0.27% | Q2 2020 | Q4 2021 | 7 |
GREAT LAKES ADVISORS, LLC | 7 | 7 | 0.03% | 0.13% | 0.20% | Q4 2020 | Q2 2022 | 7 |
Cascade Investment Advisors, Inc. | 7 | 7 | 0.54% | 0.82% | 1.05% | Q1 2021 | Q3 2022 | 7 |
Laurel Wealth Planning LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Gemmer Asset Management LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 7 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.15% | 0.28% | Q1 2020 | Q2 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Manning & Napier Group, LLC | 6 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 7 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.08% | 0.13% | Q4 2019 | Q3 2022 | 7 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.00% | 0.07% | 0.17% | Q4 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
American Financial Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q1 2022 | 7 |
COLLECTIVE FAMILY OFFICE LLC | 7 | 7 | 0.08% | 0.17% | 0.24% | Q4 2020 | Q2 2022 | 7 |
Washington Trust Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
APOGEM CAPITAL LLC | 7 | 7 | 0.19% | 0.33% | 0.61% | Q1 2021 | Q3 2022 | 7 |
Vanguard Capital Wealth Advisors | 5 | 1 | 0.31% | 0.49% | 0.76% | Q2 2020 | Q2 2022 | 7 |
Samalin Investment Counsel, LLC | 6 | 1 | 0.05% | 0.25% | 0.38% | Q4 2019 | Q3 2021 | 7 |
FORMULA GROWTH LTD | 7 | 7 | 0.59% | 1.91% | 3.52% | Q1 2021 | Q3 2022 | 7 |
ClariVest Asset Management LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 7 |
Quantitative Investment Management, LLC | 2 | 1 | 0.07% | 0.26% | 0.71% | Q1 2020 | Q2 2023 | 7 |
Kistler-Tiffany Companies, LLC | 5 | 2 | 0.00% | 0.05% | 0.13% | Q4 2019 | Q2 2023 | 7 |
Kowal Investment Group, LLC | 6 | 1 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q1 2023 | 7 |
DUPONT CAPITAL MANAGEMENT CORP | 6 | 1 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2021 | 7 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.17% | 0.46% | Q4 2019 | Q1 2021 | 7 |
Covestor Ltd | 5 | 2 | 0.02% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 7 |
Berkshire Hathaway | 7 | 7 | 0.39% | 0.56% | 0.72% | Q1 2022 | Q3 2023 | 7 |
Asset Management Group, Inc. | 6 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q1 2022 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Quantamental Technologies LLC | 7 | 7 | 0.15% | 0.28% | 0.52% | Q1 2022 | Q3 2023 | 7 |
Teza Capital Management LLC | 5 | 1 | 0.02% | 0.14% | 0.35% | Q2 2020 | Q3 2023 | 7 |
ACADIAN ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Black Creek Investment Management Inc. | 6 | 6 | 0.32% | 0.51% | 0.75% | Q2 2021 | Q3 2022 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Vestmark Advisory Solutions, Inc. | 3 | 1 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q1 2022 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 6 |
Poplar Forest Capital LLC | 6 | 6 | 0.75% | 1.89% | 2.74% | Q4 2019 | Q1 2021 | 6 |
Lee Financial Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
IndexIQ Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 6 |
SYNTAX ADVISORS, LLC | 4 | 2 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 6 |
Ausdal Financial Partners, Inc. | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 6 |
IFG Advisory, LLC | 6 | 6 | 0.08% | 0.12% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q1 2021 | 6 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 6 | 6 | 0.11% | 0.20% | 0.29% | Q1 2021 | Q2 2022 | 6 |
DENALI ADVISORS LLC | 4 | 2 | 0.00% | 0.46% | 2.06% | Q4 2019 | Q2 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
HBK INVESTMENTS L P | 4 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q2 2023 | 6 |
AMG National Trust Bank | 3 | 3 | 0.02% | 0.08% | 0.17% | Q2 2020 | Q3 2023 | 6 |
UNITED BANK | 6 | 6 | 0.83% | 1.12% | 1.47% | Q3 2021 | Q4 2022 | 6 |
Community Bank of Raymore | 6 | 6 | 0.74% | 1.00% | 1.28% | Q2 2022 | Q3 2023 | 6 |
Metis Global Partners, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
SteelPeak Wealth, LLC | 4 | 1 | 0.02% | 0.05% | 0.10% | Q1 2021 | Q1 2023 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 6 |
MOTCO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 3 | 1 | 0.02% | 0.05% | 0.13% | Q4 2019 | Q1 2023 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.09% | 0.44% | Q4 2019 | Q3 2023 | 6 |
Avidian Wealth Solutions, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Traynor Capital Management, Inc. | 6 | 6 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Neo Ivy Capital Management | 2 | 1 | 0.05% | 0.12% | 0.21% | Q2 2020 | Q3 2023 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.01% | 0.05% | 0.17% | Q4 2019 | Q1 2021 | 6 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 5 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2021 | 6 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Tweedy, Browne Co LLC | 6 | 6 | 0.20% | 0.42% | 0.65% | Q2 2022 | Q3 2023 | 6 |
CLOUGH CAPITAL PARTNERS L P | 4 | 2 | 0.03% | 0.96% | 1.73% | Q2 2021 | Q1 2023 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 6 | 0.04% | 0.48% | 1.06% | Q4 2019 | Q1 2021 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Aristides Capital LLC | 5 | 1 | 0.23% | 0.33% | 0.52% | Q1 2022 | Q3 2023 | 6 |
Addison Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Douglass Winthrop Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
FLIPPIN BRUCE & PORTER INC | 6 | 6 | 0.34% | 1.93% | 2.74% | Q4 2019 | Q1 2021 | 6 |
Capital Investment Counsel, Inc | 4 | 2 | 0.04% | 0.08% | 0.12% | Q1 2021 | Q3 2022 | 6 |
Dorsey & Whitney Trust CO LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2021 | 6 |
NZS Capital, LLC | 6 | 6 | 1.47% | 1.74% | 2.31% | Q2 2021 | Q3 2022 | 6 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 1 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q4 2022 | 6 |
DCF Advisers, LLC | 3 | 2 | 0.08% | 0.13% | 0.22% | Q2 2021 | Q3 2023 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.00% | 0.06% | 0.23% | Q4 2019 | Q1 2023 | 6 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.12% | 0.25% | Q1 2020 | Q1 2023 | 6 |
DFPG INVESTMENTS, LLC | 6 | 6 | 0.13% | 0.52% | 1.12% | Q2 2020 | Q3 2021 | 6 |
Perennial Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2021 | 6 |
AMUNDI ASSET MANAGEMENT US, INC. | 6 | 6 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q1 2021 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 6 |
Coastal Bridge Advisors, LLC | 5 | 1 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q4 2021 | 6 |
Riggs Asset Managment Co. Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 6 |
Trexquant Investment LP | 5 | 1 | 0.04% | 0.28% | 0.86% | Q4 2020 | Q2 2022 | 6 |
ROBERTS GLORE & CO INC /IL/ | 4 | 2 | 0.08% | 0.16% | 0.25% | Q4 2019 | Q3 2023 | 6 |
Round Rock Advisors, LLC | 6 | 6 | 0.09% | 0.17% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Xcel Wealth Management, LLC | 6 | 6 | 0.11% | 0.22% | 0.44% | Q2 2021 | Q3 2022 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
First Command Bank | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 6 |
Lester Murray Antman dba SimplyRich | 5 | 1 | 0.10% | 0.13% | 0.19% | Q4 2019 | Q3 2021 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q2 2023 | 6 |
Rathbones Group PLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 6 |
Altshuler Shaham Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
OPSEU Pension Plan Trust Fund | 6 | 6 | 0.12% | 0.29% | 0.51% | Q2 2021 | Q3 2022 | 6 |
Artemis Investment Management LLP | 3 | 3 | 0.01% | 0.09% | 0.18% | Q1 2020 | Q4 2021 | 6 |
CLEAR STREET LLC | 2 | 1 | 0.03% | 0.12% | 0.30% | Q2 2022 | Q2 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 6 |
Principle Wealth Partners LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q1 2022 | 6 |
Walker Asset Management, LLC | 6 | 6 | 0.18% | 0.24% | 0.33% | Q4 2021 | Q1 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.15% | 0.37% | Q1 2021 | Q2 2022 | 6 |
LS Investment Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 6 |
Independent Wealth Network Inc. | 2 | 1 | 0.00% | 0.12% | 0.17% | Q3 2021 | Q1 2023 | 6 |
Solidarity Wealth, LLC | 3 | 3 | 0.65% | 0.90% | 1.03% | Q1 2022 | Q3 2023 | 6 |
Forum Financial Management, LP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
SUN LIFE FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
TIAA, FSB | 4 | 2 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2022 | 6 |
JUPITER ASSET MANAGEMENT LTD | 6 | 6 | 0.01% | 0.06% | 0.10% | Q2 2020 | Q3 2021 | 6 |
ALERUS FINANCIAL NA | 3 | 1 | 0.12% | 0.17% | 0.23% | Q2 2020 | Q1 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.05% | 0.21% | 0.39% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Signet Investment Advisory Group, Inc. | 4 | 1 | 0.12% | 0.23% | 0.31% | Q4 2019 | Q1 2022 | 6 |
Holocene Advisors, LP | 3 | 3 | 0.00% | 0.08% | 0.41% | Q4 2019 | Q4 2021 | 6 |
Stockman Wealth Management, Inc. | 4 | 1 | 0.04% | 0.07% | 0.08% | Q4 2019 | Q1 2022 | 6 |
Alpine Global Management, LLC | 2 | 1 | 0.04% | 0.84% | 3.24% | Q4 2019 | Q2 2023 | 6 |
HOHIMER WEALTH MANAGEMENT, LLC | 6 | 6 | 0.46% | 0.84% | 1.15% | Q3 2020 | Q4 2021 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.04% | 0.13% | 0.30% | Q1 2020 | Q2 2023 | 6 |
Ergoteles LLC | 3 | 3 | 0.01% | 0.30% | 0.96% | Q4 2020 | Q4 2022 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 6 |
CVA Family Office, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 6 |
MUFG Securities EMEA plc | 5 | 1 | 0.03% | 0.34% | 1.24% | Q1 2020 | Q3 2021 | 6 |
Altrius Capital Management Inc | 6 | 6 | 0.84% | 1.01% | 1.24% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2023 | 6 |
Rafferty Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Dynamic Advisor Solutions LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 6 |
Ninety One UK Ltd | 5 | 1 | 0.01% | 0.04% | 0.20% | Q4 2019 | Q2 2021 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.08% | 0.47% | 1.07% | Q4 2019 | Q4 2022 | 6 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q1 2022 | 6 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 6 | 6 | 0.26% | 0.32% | 0.42% | Q2 2022 | Q3 2023 | 6 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.00% | 0.26% | 1.30% | Q1 2021 | Q2 2022 | 6 |
Baldwin Investment Management, LLC | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q3 2022 | 6 |
Intellectus Partners, LLC | 4 | 1 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 6 |
CONNING INC. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 6 |
Ronit Capital LLP | 6 | 6 | 1.79% | 2.49% | 3.63% | Q2 2021 | Q3 2022 | 6 |
Winslow, Evans & Crocker, Inc. | 5 | 5 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q4 2020 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
BALASA DINVERNO & FOLTZ LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 5 |
Cohen Capital Management, Inc. | 5 | 5 | 0.10% | 0.14% | 0.23% | Q4 2019 | Q4 2020 | 5 |
Western Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q2 2022 | 5 |
Capital International Investors | 5 | 5 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q4 2020 | 5 |
Johnson Financial Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 5 |
AMERICAN FINANCIAL GROUP INC | 5 | 5 | 1.76% | 3.25% | 4.69% | Q4 2019 | Q4 2020 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
Palouse Capital Management, Inc. | 5 | 5 | 0.98% | 1.32% | 1.66% | Q4 2019 | Q4 2020 | 5 |
Probity Advisors, Inc. | 3 | 2 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Laffer Tengler Investments, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
REDWOOD CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.82% | 1.17% | 2.21% | Q4 2019 | Q4 2020 | 5 |
Malaga Cove Capital, LLC | 5 | 5 | 0.42% | 0.56% | 0.72% | Q4 2019 | Q4 2020 | 5 |
GSB Wealth Management, LLC | 3 | 1 | 0.07% | 0.44% | 0.99% | Q4 2019 | Q1 2022 | 5 |
Euclidean Technologies Management, LLC | 2 | 1 | 0.19% | 0.68% | 1.99% | Q4 2019 | Q1 2022 | 5 |
Polaris Wealth Advisory Group, LLC | 3 | 2 | 1.90% | 2.15% | 2.72% | Q2 2020 | Q3 2021 | 5 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 5 |
Freedom Investment Management, Inc. | 4 | 1 | 0.02% | 0.08% | 0.14% | Q1 2021 | Q4 2022 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 5 |
Donoghue Forlines LLC | 2 | 1 | 0.15% | 0.31% | 0.55% | Q4 2019 | Q2 2021 | 5 |
Telemetry Investments, L.L.C. | 5 | 5 | 0.25% | 0.58% | 0.97% | Q3 2021 | Q3 2022 | 5 |
Oldfield Partners LLP | 5 | 5 | 0.01% | 2.33% | 11.58% | Q4 2019 | Q4 2020 | 5 |
Private Ocean, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Fosun International Ltd | 5 | 5 | 0.05% | 0.07% | 0.11% | Q1 2021 | Q1 2022 | 5 |
PATTEN & PATTEN INC/TN | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.78% | 1.06% | 1.38% | Q3 2022 | Q3 2023 | 5 |
Gruss & Co., LLC | 4 | 1 | 0.19% | 1.37% | 2.15% | Q4 2019 | Q1 2022 | 5 |
Aperio Group, LLC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q4 2020 | 5 |
Trinity Legacy Partners, LLC | 5 | 5 | 0.63% | 0.96% | 1.13% | Q3 2020 | Q3 2021 | 5 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 5 | 5 | 0.08% | 0.12% | 0.16% | Q4 2019 | Q4 2020 | 5 |
ADVISORY RESEARCH INC | 5 | 5 | 0.26% | 0.91% | 1.50% | Q2 2020 | Q2 2021 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2023 | 5 |
HARVEY CAPITAL MANAGEMENT INC | 5 | 5 | 1.14% | 1.54% | 2.40% | Q4 2019 | Q4 2020 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.00% | 0.03% | 0.12% | Q1 2021 | Q4 2022 | 5 |
WHITEBOX ADVISORS LLC | 3 | 2 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 5 |
Ally Financial Inc. | 5 | 5 | 0.08% | 0.20% | 0.34% | Q4 2019 | Q4 2020 | 5 |
BRYN MAWR TRUST Co | 5 | 5 | 0.11% | 0.19% | 0.39% | Q4 2019 | Q4 2020 | 5 |
HBK Sorce Advisory LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q1 2022 | 5 |
HB Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 5 |
Cutter & CO Brokerage, Inc. | 5 | 5 | 0.06% | 0.17% | 0.28% | Q4 2021 | Q4 2022 | 5 |
MASON STREET ADVISORS, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q4 2020 | 5 |
Focused Investors LLC | 5 | 5 | 1.55% | 2.56% | 3.64% | Q4 2019 | Q4 2020 | 5 |
Asio Capital, LLC | 5 | 5 | 0.54% | 0.73% | 0.87% | Q1 2022 | Q1 2023 | 5 |
Financial Advocates Investment Management | 3 | 2 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q3 2022 | 5 |
Summit Financial Wealth Advisors, LLC | 4 | 1 | 0.06% | 0.09% | 0.11% | Q4 2019 | Q1 2022 | 5 |
MCRAE CAPITAL MANAGEMENT INC | 5 | 5 | 0.98% | 1.45% | 2.31% | Q4 2019 | Q4 2020 | 5 |
Sompo Asset Management Co., Ltd. | 3 | 2 | 0.03% | 0.34% | 1.30% | Q4 2019 | Q3 2023 | 5 |
Castleview Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Woodline Partners LP | 3 | 1 | 0.05% | 0.29% | 0.69% | Q4 2019 | Q1 2022 | 5 |
AustralianSuper Pty Ltd | 4 | 1 | 0.08% | 0.14% | 0.28% | Q4 2019 | Q1 2022 | 5 |
Capital Advisors, Ltd. LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.07% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 5 |
LETKO, BROSSEAU & ASSOCIATES INC | 5 | 5 | 0.41% | 0.62% | 0.90% | Q4 2019 | Q4 2020 | 5 |
Carolina Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 5 |
MAPLELANE CAPITAL, LLC | 4 | 4 | 0.15% | 1.20% | 2.82% | Q2 2020 | Q1 2021 | 5 |
Compagnie Lombard Odier SCmA | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Windsor Creek Advisors, LLC | 4 | 4 | 0.09% | 0.22% | 0.57% | Q1 2020 | Q4 2020 | 5 |
BARINGS LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 5 |
Arnhold LLC | 5 | 5 | 1.30% | 1.50% | 1.69% | Q4 2019 | Q4 2020 | 5 |
CHARTWELL INVESTMENT PARTNERS, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q4 2020 | 5 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 5 |
BECK CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.14% | 0.96% | 1.62% | Q4 2019 | Q1 2021 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.08% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Parametrica Management Ltd | 5 | 5 | 0.86% | 1.37% | 2.90% | Q2 2020 | Q2 2021 | 5 |
Kamunting Street Capital Management, L.P. | 4 | 4 | 0.20% | 0.43% | 1.12% | Q1 2021 | Q4 2021 | 5 |
Private Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.40% | 0.96% | Q2 2021 | Q1 2022 | 5 |
Avitas Wealth Management LLC | 5 | 5 | 0.02% | 0.40% | 0.51% | Q1 2020 | Q1 2021 | 5 |
Unigestion Holding SA | 3 | 2 | 0.02% | 0.08% | 0.14% | Q3 2020 | Q2 2022 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Cairn Investment Group, Inc. | 5 | 5 | 0.33% | 0.47% | 0.67% | Q4 2019 | Q4 2020 | 5 |
First Command Financial Services, Inc. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 5 |
Chesley Taft & Associates LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2020 | 5 |
WASHINGTON CAPITAL MANAGEMENT, INC | 5 | 5 | 0.79% | 1.54% | 1.90% | Q4 2019 | Q4 2020 | 5 |
Segantii Capital Management Ltd | 4 | 1 | 0.02% | 0.20% | 0.64% | Q1 2021 | Q2 2023 | 5 |
INTECH INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.10% | 0.21% | Q2 2022 | Q2 2023 | 5 |
SHIKIAR ASSET MANAGEMENT INC | 4 | 1 | 0.19% | 1.08% | 2.81% | Q4 2019 | Q1 2021 | 5 |
Baupost Group | 5 | 5 | 1.62% | 5.07% | 7.88% | Q4 2019 | Q4 2020 | 5 |
VR Advisory Services Ltd | 5 | 5 | 1.28% | 1.73% | 2.18% | Q1 2021 | Q1 2022 | 5 |
Cannell & Co. | 5 | 5 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q4 2020 | 5 |
IAG Wealth Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
COURIER CAPITAL LLC | 5 | 5 | 0.07% | 0.10% | 0.14% | Q4 2021 | Q4 2022 | 5 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
LMR Partners LLP | 3 | 1 | 0.04% | 0.13% | 0.36% | Q2 2020 | Q1 2022 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 2 | 0.10% | 0.16% | 0.21% | Q3 2021 | Q3 2023 | 5 |
Clearstead Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 5 |
Paulson & Co. | 5 | 5 | 1.17% | 2.54% | 5.44% | Q4 2019 | Q4 2020 | 5 |
Point View Wealth Management, Inc. | 5 | 5 | 0.51% | 0.64% | 0.80% | Q4 2019 | Q4 2020 | 5 |
Vigilare Wealth Management | 5 | 5 | 0.18% | 0.27% | 0.37% | Q2 2020 | Q2 2021 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 5 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q1 2021 | 5 |
Factorial Partners, LLC | 5 | 5 | 0.58% | 0.83% | 1.06% | Q4 2019 | Q4 2020 | 5 |
Fragasso Group Inc. | 3 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2022 | 5 |
INDEPENDENT INVESTORS INC | 5 | 5 | 0.24% | 0.36% | 0.54% | Q4 2019 | Q4 2020 | 5 |
Fort Baker Capital Management LP | 2 | 1 | 0.19% | 0.31% | 0.49% | Q3 2021 | Q3 2023 | 5 |
Farmers & Merchants Trust Co of Chambersburg PA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
FIRST HAWAIIAN BANK | 3 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 5 |
AGF Investments LLC | 3 | 2 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q1 2022 | 5 |
Financial Management Professionals, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Cito Capital Group, LLC | 5 | 5 | 0.11% | 0.16% | 0.20% | Q1 2021 | Q1 2022 | 5 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.02% | 0.10% | 0.17% | Q4 2019 | Q4 2021 | 5 |
US Asset Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 4 |
Odey Asset Management Group Ltd | 4 | 4 | 0.05% | 0.98% | 1.92% | Q2 2021 | Q1 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.15% | 0.20% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
State of Wyoming | 4 | 4 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Rampart Investment Management Company, LLC | 4 | 4 | 0.04% | 0.12% | 0.25% | Q4 2019 | Q3 2020 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.06% | 0.22% | Q2 2023 | Q3 2023 | 4 |
CANYON CAPITAL ADVISORS LLC | 4 | 4 | 1.01% | 2.66% | 3.99% | Q1 2020 | Q4 2020 | 4 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q4 2021 | 4 |
STERLING INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.93% | 1.10% | 1.23% | Q3 2021 | Q2 2022 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.06% | 0.16% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Valmark Advisers, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Guild Investment Management, Inc. | 3 | 1 | 1.29% | 2.04% | 3.42% | Q4 2019 | Q4 2021 | 4 |
WEST CHESTER CAPITAL ADVISORS, INC | 4 | 4 | 0.27% | 0.32% | 0.35% | Q4 2020 | Q3 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FinTrust Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Arden Trust Co | 4 | 4 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q4 2020 | 4 |
COWA, LLC | 2 | 1 | 0.03% | 0.22% | 0.58% | Q4 2020 | Q3 2022 | 4 |
Laurel Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Firestone Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Zweig-DiMenna Associates LLC | 2 | 1 | 0.04% | 0.13% | 0.23% | Q2 2021 | Q3 2023 | 4 |
NorthRock Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 4 |
Zeno Research, LLC | 2 | 1 | 1.59% | 2.22% | 2.73% | Q3 2021 | Q2 2023 | 4 |
CQS (US), LLC | 3 | 3 | 0.11% | 0.23% | 0.36% | Q4 2019 | Q2 2020 | 4 |
First PREMIER Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Greystone Financial Group, LLC | 4 | 4 | 0.23% | 1.12% | 3.75% | Q4 2020 | Q3 2021 | 4 |
TRUE Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 4 |
Price Wealth, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Polianta Ltd | 2 | 2 | 0.46% | 0.56% | 0.69% | Q2 2021 | Q3 2023 | 4 |
Ziegler Capital Management, LLC | 4 | 4 | 0.07% | 0.15% | 0.20% | Q1 2020 | Q4 2020 | 4 |
CRAMER ROSENTHAL MCGLYNN LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
MIROVA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
MOODY NATIONAL BANK TRUST DIVISION | 4 | 4 | 0.02% | 0.04% | 0.04% | Q3 2022 | Q2 2023 | 4 |
Honeycomb Asset Management LP | 1 | 1 | 0.30% | 1.83% | 5.05% | Q4 2019 | Q2 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Ifrah Financial Services, Inc. | 4 | 4 | 0.15% | 0.18% | 0.21% | Q2 2021 | Q1 2022 | 4 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Hudson Bay Capital Management LP | 2 | 1 | 0.01% | 0.12% | 0.40% | Q4 2019 | Q2 2023 | 4 |
Archer Investment Corp | 4 | 4 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Stolper Co | 4 | 4 | 0.78% | 1.23% | 1.59% | Q1 2020 | Q4 2020 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.12% | 0.22% | Q4 2020 | Q3 2023 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Prime Capital Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 4 |
MCF Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 4 |
Tevis Investment Management | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
REDW Wealth LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 4 |
Synergy Asset Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q2 2022 | 4 |
HWG Holdings LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Crewe Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 1.16% | 1.54% | 1.94% | Q4 2021 | Q3 2022 | 4 |
GUYASUTA INVESTMENT ADVISORS INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Pineno Levin & Ford Asset Management, Inc. | 3 | 1 | 0.09% | 0.12% | 0.15% | Q4 2019 | Q4 2020 | 4 |
LITTLE HOUSE CAPITAL LLC | 4 | 4 | 0.32% | 0.42% | 0.57% | Q2 2022 | Q1 2023 | 4 |
BT Wealth Management LLC | 3 | 1 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q3 2021 | 4 |
SHELTON CAPITAL MANAGEMENT | 2 | 1 | 0.07% | 0.13% | 0.19% | Q4 2019 | Q3 2021 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2021 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Maven Securities LTD | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 4 |
Certified Advisory Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 4 |
Trust Asset Management LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 4 |
Kaizen Financial Strategies | 3 | 1 | 0.48% | 0.74% | 1.06% | Q4 2020 | Q1 2022 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.07% | 0.23% | 0.41% | Q3 2022 | Q2 2023 | 4 |
Arlington Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Saba Capital Management, L.P. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Sierra Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
GENERAL AMERICAN INVESTORS CO INC | 4 | 4 | 0.15% | 0.30% | 0.53% | Q4 2019 | Q3 2020 | 4 |
Clear Creek Financial Management, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Empowered Funds, LLC | 2 | 2 | 0.55% | 0.68% | 1.03% | Q4 2019 | Q3 2021 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.10% | 0.34% | 0.64% | Q4 2020 | Q1 2023 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.30% | 0.47% | 0.64% | Q4 2022 | Q3 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
First Allied Advisory Services, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Krilogy Financial LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 4 | 4 | 1.28% | 1.59% | 1.80% | Q1 2020 | Q4 2020 | 4 |
Level Financial Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Cordant, Inc. | 3 | 1 | 0.00% | 0.04% | 0.09% | Q1 2021 | Q1 2022 | 4 |
Aequim Alternative Investments LP | 4 | 4 | 0.17% | 0.24% | 0.32% | Q2 2021 | Q1 2022 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Integrity Advisory, LLC | 4 | 4 | 0.44% | 0.68% | 1.09% | Q1 2022 | Q4 2022 | 4 |
Wealthstreet Investment Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 4 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q1 2022 | 4 |
Donald L. Hagan, LLC | 2 | 2 | 0.38% | 0.50% | 0.57% | Q3 2020 | Q3 2021 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Islet Management, LP | 2 | 1 | 0.28% | 0.45% | 0.62% | Q1 2020 | Q2 2021 | 4 |
AlphaStar Capital Management, LLC | 2 | 1 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q1 2023 | 4 |
Connacht Asset Management LP | 2 | 1 | 0.04% | 0.14% | 0.29% | Q1 2021 | Q2 2023 | 4 |
Cyrus J. Lawrence, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Mork Capital Management, LLC | 4 | 4 | 0.61% | 0.79% | 1.12% | Q4 2021 | Q3 2022 | 4 |
Olympiad Research LP | 3 | 1 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q3 2022 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 0.65% | 1.02% | 1.21% | Q2 2021 | Q1 2022 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.06% | 0.09% | 0.13% | Q1 2020 | Q1 2021 | 4 |
WEALTH EFFECTS LLC | 4 | 4 | 0.14% | 0.22% | 0.36% | Q4 2021 | Q3 2022 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Delta Investment Management, LLC | 2 | 2 | 0.05% | 0.07% | 0.11% | Q3 2022 | Q3 2023 | 4 |
Brinker Capital Investments, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 4 |
Miracle Mile Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q1 2023 | 4 |
JT Stratford LLC | 3 | 1 | 0.06% | 0.16% | 0.38% | Q1 2021 | Q1 2022 | 4 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.12% | 0.35% | Q3 2020 | Q3 2021 | 4 |
Tradewinds Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 4 |
Cedar Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Select Asset Management & Trust | 4 | 4 | 0.20% | 0.26% | 0.30% | Q1 2021 | Q4 2021 | 4 |
CarsonAllaria Wealth Management, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 1 | 0.14% | 0.29% | 0.36% | Q4 2019 | Q2 2021 | 4 |
GATEWAY INVESTMENT ADVISERS LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q1 2022 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.13% | 0.18% | 0.25% | Q4 2022 | Q3 2023 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
SPRINGOWL ASSOCIATES LLC | 2 | 1 | 1.53% | 2.65% | 3.73% | Q4 2019 | Q2 2021 | 4 |
ADVISOR PARTNERS II, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Clearline Capital LP | 3 | 1 | 0.18% | 0.97% | 2.39% | Q4 2019 | Q4 2021 | 4 |
HighPoint Advisor Group LLC | 4 | 4 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Manchester Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
WINTON GROUP Ltd | 4 | 4 | 0.03% | 0.09% | 0.16% | Q1 2021 | Q4 2021 | 4 |
Logan Stone Capital, LLC | 4 | 4 | 0.08% | 0.18% | 0.40% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Column Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
Kennon-Green & Company, LLC | 4 | 4 | 2.37% | 3.55% | 4.92% | Q4 2022 | Q3 2023 | 4 |
ZWJ INVESTMENT COUNSEL INC | 4 | 4 | 0.38% | 0.63% | 0.86% | Q4 2019 | Q3 2020 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.11% | 0.20% | 0.32% | Q4 2021 | Q3 2023 | 4 |
FORA Capital, LLC | 2 | 1 | 0.11% | 0.84% | 2.53% | Q1 2020 | Q3 2021 | 4 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.05% | 0.11% | Q2 2021 | Q3 2023 | 4 |
Weaver Consulting Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
ROCKLAND TRUST CO | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 4 |
Freedman Financial Associates, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
CHASE INVESTMENT COUNSEL CORP | 3 | 1 | 0.13% | 0.15% | 0.18% | Q1 2022 | Q1 2023 | 4 |
FRANKLIN STREET ADVISORS INC /NC | 2 | 2 | 0.61% | 0.99% | 1.23% | Q3 2020 | Q3 2021 | 4 |
FIRST MIDWEST BANK TRUST DIVISION | 2 | 1 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q2 2021 | 4 |
Black Maple Capital Management LP | 3 | 3 | 0.05% | 0.17% | 0.24% | Q1 2021 | Q3 2021 | 4 |
Simplicity Solutions, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BONTEMPO OHLY CAPITAL MGMT LLC | 4 | 4 | 1.26% | 1.71% | 1.94% | Q1 2021 | Q4 2021 | 4 |
Elequin Capital, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
PointState Capital LP | 3 | 3 | 0.03% | 0.26% | 0.89% | Q1 2021 | Q3 2021 | 4 |
Constitution Capital LLC | 2 | 2 | 0.58% | 1.25% | 1.84% | Q1 2022 | Q1 2023 | 4 |
Bayesian Capital Management, LP | 2 | 1 | 0.25% | 0.58% | 1.32% | Q4 2020 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Crescent Capital Consulting, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
WESTWOOD HOLDINGS GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
CHICAGO TRUST Co NA | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 3 |
BECK MACK & OLIVER LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 3 |
CenterStar Asset Management, LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q1 2021 | Q2 2021 | 3 |
PITTENGER & ANDERSON INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 3 |
MARATHON ASSET MANAGEMENT LP | 2 | 2 | 0.49% | 1.43% | 2.62% | Q1 2021 | Q2 2021 | 3 |
GRIES FINANCIAL LLC | 3 | 3 | 0.67% | 0.68% | 0.68% | Q1 2021 | Q3 2021 | 3 |
WOLFF WIESE MAGANA LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
BTC Capital Management, Inc. | 3 | 3 | 0.26% | 0.31% | 0.36% | Q4 2021 | Q2 2022 | 3 |
CRAWFORD INVESTMENT COUNSEL INC | 3 | 3 | 0.13% | 0.16% | 0.21% | Q3 2022 | Q1 2023 | 3 |
IFS Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Artisan Partners Limited Partnership | 3 | 3 | 0.10% | 0.15% | 0.24% | Q4 2019 | Q2 2020 | 3 |
Sheaff Brock Investment Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 3 |
CYRUS CAPITAL PARTNERS, L.P. | 3 | 3 | 0.09% | 0.15% | 0.21% | Q4 2019 | Q2 2020 | 3 |
Palestra Capital Management LLC | 2 | 1 | 0.23% | 0.29% | 0.39% | Q1 2021 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Corbenic Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
HALL LAURIE J TRUSTEE | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 3 |
Braun-Bostich & Associates Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
NVWM, LLC | 2 | 1 | 0.01% | 0.12% | 0.34% | Q2 2021 | Q4 2022 | 3 |
CreativeOne Wealth, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 3 |
West Oak Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Covenant Multifamily Offices, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2021 | Q3 2021 | 3 |
FSC Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Wedmont Private Capital | 2 | 1 | 0.03% | 0.06% | 0.07% | Q4 2021 | Q1 2023 | 3 |
Triumph Capital Management | 1 | 1 | 0.09% | 0.19% | 0.30% | Q2 2021 | Q4 2022 | 3 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 3 | 3 | 1.08% | 1.45% | 2.04% | Q4 2019 | Q2 2020 | 3 |
Lipe & Dalton | 3 | 3 | 0.53% | 0.85% | 1.33% | Q1 2022 | Q3 2022 | 3 |
Sciencast Management LP | 1 | 1 | 0.08% | 0.27% | 0.61% | Q1 2020 | Q3 2021 | 3 |
Skylands Capital, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2021 | Q3 2021 | 3 |
Ameritas Investment Company, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Gerber Kawasaki Wealth & Investment Management | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Compass Wealth Management LLC | 3 | 3 | 0.00% | 0.04% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Oribel Capital Management, LP | 1 | 1 | 0.33% | 0.85% | 1.16% | Q4 2020 | Q1 2023 | 3 |
GM Advisory Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Redwood Investment Management, LLC | 2 | 1 | 0.10% | 0.17% | 0.21% | Q4 2019 | Q1 2023 | 3 |
HORIZON BANCORP INC /IN/ | 3 | 3 | 0.01% | 0.15% | 0.27% | Q4 2019 | Q2 2020 | 3 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 3 |
Stratos Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 3 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Moser Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Eisler Capital (US) LLC | 3 | 3 | 0.22% | 1.27% | 2.70% | Q4 2022 | Q2 2023 | 3 |
TOTH FINANCIAL ADVISORY CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 3 |
EMG Holdings, L.P. | 2 | 2 | 0.16% | 0.35% | 0.47% | Q3 2021 | Q4 2021 | 3 |
BP PLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Argent Trust Co | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.15% | 0.40% | 0.88% | Q4 2019 | Q2 2021 | 3 |
Strategic Investment Advisors / MI | 3 | 3 | 0.14% | 0.18% | 0.21% | Q2 2021 | Q4 2021 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.11% | 0.16% | 0.19% | Q1 2021 | Q3 2021 | 3 |
Trifecta Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Intersect Capital LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Lido Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 3 |
FLC Capital Advisors | 3 | 3 | 0.06% | 0.09% | 0.11% | Q1 2020 | Q3 2020 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 2 | 2 | 0.00% | 0.06% | 0.10% | Q2 2020 | Q3 2020 | 3 |
CADENCE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2020 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Oak Grove Capital LLC | 2 | 1 | 0.20% | 1.38% | 3.67% | Q4 2019 | Q2 2022 | 3 |
tru Independence LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q2 2020 | 3 |
Susquehanna International Group Ltd. | 3 | 3 | 0.11% | 0.60% | 1.26% | Q1 2021 | Q3 2021 | 3 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2021 | 3 |
Horizon Wealth Management, LLC | 3 | 3 | 0.76% | 1.03% | 1.21% | Q4 2021 | Q2 2022 | 3 |
Citizens Business Bank | 3 | 3 | 0.08% | 0.12% | 0.17% | Q4 2019 | Q2 2020 | 3 |
PHILADELPHIA TRUST CO | 2 | 1 | 0.02% | 0.39% | 0.67% | Q4 2019 | Q4 2020 | 3 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 3 | 3 | 0.23% | 0.63% | 1.27% | Q4 2019 | Q2 2020 | 3 |
Kathmere Capital Management, LLC | 2 | 1 | 0.03% | 0.06% | 0.13% | Q4 2019 | Q4 2020 | 3 |
Golden State Equity Partners | 2 | 1 | 0.35% | 0.45% | 0.51% | Q4 2020 | Q3 2021 | 3 |
Stonehearth Capital Management, LLC | 2 | 1 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q4 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2021 | 3 |
Eisler Capital (UK) Ltd. | 2 | 1 | 0.00% | 0.22% | 0.39% | Q1 2021 | Q3 2022 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.08% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Redhawk Wealth Advisors, Inc. | 3 | 3 | 0.15% | 0.20% | 0.22% | Q1 2020 | Q3 2020 | 3 |
Crestline Management, LP | 1 | 1 | 0.03% | 0.09% | 0.14% | Q3 2020 | Q1 2021 | 3 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.11% | 0.15% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Pendal Group Ltd | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 3 |
Intrepid Financial Planning Group LLC | 2 | 1 | 0.10% | 0.11% | 0.12% | Q2 2022 | Q1 2023 | 3 |
P SCHOENFELD ASSET MANAGEMENT LP | 2 | 2 | 0.86% | 1.07% | 1.40% | Q4 2019 | Q1 2020 | 3 |
Ranch Capital Advisors Inc. | 2 | 1 | 0.01% | 0.11% | 0.16% | Q4 2020 | Q3 2021 | 3 |
InterOcean Capital Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Clearview Wealth Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 3 |
Pearl River Capital, LLC | 2 | 1 | 0.09% | 0.16% | 0.29% | Q3 2021 | Q2 2022 | 3 |
Psagot Value Holdings Ltd. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 3 |
FORT, L.P. | 3 | 3 | 0.11% | 0.26% | 0.39% | Q4 2019 | Q2 2020 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
CHILTON INVESTMENT CO INC. | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2022 | 3 |
J. L. Bainbridge & Co., Inc. | 3 | 3 | 0.04% | 0.09% | 0.18% | Q2 2020 | Q4 2020 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.15% | 0.44% | Q4 2019 | Q2 2020 | 3 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 3 | 3 | 0.60% | 0.84% | 1.01% | Q2 2021 | Q4 2021 | 3 |
Lucia Wealth Services, LLC | 3 | 3 | 3.22% | 3.97% | 4.53% | Q1 2020 | Q3 2020 | 3 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.07% | 0.10% | Q4 2019 | Q2 2023 | 3 |
HighTower Trust Company, N.A. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 2 | 1 | 1.27% | 2.48% | 4.74% | Q1 2021 | Q4 2021 | 3 |
Sugarloaf Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Cornerstone Advisory, LLC | 2 | 1 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 3 |
AFFINITY INVESTMENT ADVISORS, LLC | 2 | 1 | 0.12% | 0.21% | 0.27% | Q4 2019 | Q1 2021 | 3 |
PALISADE CAPITAL MANAGEMENT, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q2 2021 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
TEXAS CAPITAL BANCSHARES INC/TX | 2 | 1 | 0.14% | 0.20% | 0.28% | Q4 2020 | Q3 2021 | 3 |
Wakefield Asset Management LLLP | 1 | 1 | 0.20% | 0.32% | 0.44% | Q1 2020 | Q3 2023 | 3 |
Americana Partners, LLC | 2 | 1 | 0.04% | 0.08% | 0.12% | Q2 2022 | Q1 2023 | 3 |
C M BIDWELL & ASSOCIATES LTD | 3 | 3 | 0.14% | 0.18% | 0.26% | Q3 2020 | Q1 2021 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.00% | 0.03% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Banco BTG Pactual S.A. | 1 | 1 | 0.28% | 0.64% | 1.29% | Q2 2021 | Q2 2023 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 3 |
ANCHOR CAPITAL ADVISORS LLC | 3 | 3 | 0.01% | 0.25% | 0.38% | Q2 2021 | Q4 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.12% | 0.20% | 0.30% | Q1 2023 | Q3 2023 | 3 |
SouthState Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q4 2021 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ARS Investment Partners, LLC | 3 | 3 | 0.42% | 0.60% | 0.71% | Q4 2021 | Q2 2022 | 3 |
Privium Fund Management B.V. | 3 | 3 | 0.05% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Gainplan LLC | 2 | 1 | 0.18% | 0.30% | 0.36% | Q1 2021 | Q4 2021 | 3 |
USCA RIA LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 3 |
ACCIDENT COMPENSATION CORP | 3 | 3 | 0.20% | 0.42% | 0.76% | Q4 2019 | Q2 2020 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Csenge Advisory Group | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Alhambra Investment Management LLC | 3 | 3 | 0.34% | 0.38% | 0.40% | Q2 2021 | Q4 2021 | 3 |
WEST BANCORPORATION INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Hudson Portfolio Management LLC | 3 | 3 | 0.27% | 0.33% | 0.37% | Q1 2021 | Q3 2021 | 3 |
ICON ADVISERS INC/CO | 3 | 3 | 0.14% | 0.59% | 0.90% | Q2 2020 | Q4 2020 | 3 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 3 |
Venture Visionary Partners LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 3 |
Cambria Investment Management, L.P. | 3 | 3 | 0.22% | 0.27% | 0.31% | Q2 2020 | Q4 2020 | 3 |
Fore Capital, LLC | 1 | 1 | 0.22% | 0.39% | 0.58% | Q4 2019 | Q2 2020 | 3 |
Gladius Capital Management LP | 1 | 1 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.05% | 0.07% | 0.12% | Q4 2019 | Q2 2020 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.08% | 0.12% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Jupiter Wealth Management LLC | 3 | 3 | 0.13% | 0.55% | 1.37% | Q1 2022 | Q3 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Quantinno Capital Management LP | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 3 |
K2 PRINCIPAL FUND, L.P. | 2 | 1 | 0.04% | 0.30% | 0.69% | Q4 2019 | Q1 2021 | 3 |
Parkside Investments, LLC | 3 | 3 | 0.10% | 0.23% | 0.45% | Q1 2022 | Q3 2022 | 3 |
Capital Bank & Trust Co | 2 | 1 | 0.00% | 0.05% | 0.14% | Q4 2019 | Q4 2020 | 3 |
EJF Capital LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Alden Global Capital LLC | 3 | 3 | 3.63% | 5.37% | 6.45% | Q1 2020 | Q3 2020 | 3 |
Aurora Investment Managers, LLC. | 3 | 3 | 0.64% | 0.82% | 0.93% | Q2 2021 | Q4 2021 | 3 |
Advisors Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 2 |
Pavion Blue Capital, LLC | 1 | 1 | 0.15% | 0.20% | 0.25% | Q4 2019 | Q4 2020 | 2 |
Enlightenment Research, LLC | 1 | 1 | 1.57% | 2.95% | 4.33% | Q3 2020 | Q1 2021 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 0.41% | 0.78% | 1.14% | Q4 2020 | Q2 2022 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 2 |
First Growth Investment Manager LP | 2 | 2 | 0.72% | 2.01% | 3.30% | Q2 2021 | Q3 2021 | 2 |
Bradley & Co. Private Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2021 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
MMA ASSET MANAGEMENT LLC | 2 | 2 | 0.20% | 0.22% | 0.23% | Q4 2022 | Q1 2023 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Timelo Investment Management Inc. | 2 | 2 | 0.55% | 1.04% | 1.54% | Q4 2021 | Q1 2022 | 2 |
PECONIC PARTNERS LLC | 1 | 1 | 0.09% | 0.36% | 0.64% | Q4 2019 | Q2 2021 | 2 |
Integrated Investment Consultants, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q3 2020 | Q4 2020 | 2 |
Edgestream Partners, L.P. | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Castellan Group | 2 | 2 | 1.80% | 1.87% | 1.94% | Q2 2021 | Q3 2021 | 2 |
People's United Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 2 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 2 | 2 | 0.27% | 0.30% | 0.33% | Q3 2020 | Q4 2020 | 2 |
Realta Investment Advisors | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
BRAVE ASSET MANAGEMENT INC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q3 2021 | 2 |
TFO Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Blackstone Inc. | 1 | 1 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q1 2021 | 2 |
BRINKER CAPITAL INC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q1 2020 | 2 |
SILVERBACK ASSET MANAGEMENT LLC | 2 | 2 | 0.05% | 0.10% | 0.16% | Q1 2021 | Q2 2021 | 2 |
Artal Group S.A. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
Nokota Management, LP | 1 | 1 | 2.00% | 32.21% | 62.41% | Q1 2021 | Q4 2021 | 2 |
Atlas Private Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Curated Wealth Partners LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Legal Advantage Investments, Inc. | 2 | 2 | 0.18% | 0.21% | 0.23% | Q4 2021 | Q1 2022 | 2 |
ROYCE & ASSOCIATES LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Employees Retirement System of Texas | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 2 | 2 | 0.14% | 0.15% | 0.17% | Q1 2022 | Q2 2022 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
New Hampshire Trust | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Bridgewater Associates | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q4 2020 | 2 |
TREMBLANT CAPITAL GROUP | 1 | 1 | 3.68% | 5.70% | 7.71% | Q4 2019 | Q4 2019 | 2 |
OPTIONS SOLUTIONS, LLC | 2 | 2 | 0.60% | 0.73% | 0.86% | Q4 2021 | Q1 2022 | 2 |
Providence First Trust Co | 2 | 2 | 0.63% | 0.78% | 0.92% | Q3 2020 | Q4 2020 | 2 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.01% | 0.06% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 2 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.13% | 0.22% | Q4 2019 | Q1 2022 | 2 |
Nikulski Financial, Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q3 2021 | 2 |
CenturyLink Investment Management Co | 2 | 2 | 0.25% | 0.28% | 0.30% | Q4 2019 | Q1 2020 | 2 |
ANGELO GORDON & CO., L.P. | 2 | 2 | 0.18% | 0.21% | 0.24% | Q1 2022 | Q2 2022 | 2 |
BANK OF THE WEST | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q1 2020 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 2 | 0.08% | 0.12% | 0.16% | Q4 2019 | Q1 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Calamos Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Capstone Financial Group, Inc. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
Myriad Asset Management Ltd. | 2 | 2 | 0.58% | 2.63% | 4.68% | Q1 2021 | Q2 2021 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
RBF Capital, LLC | 1 | 1 | 0.07% | 0.21% | 0.36% | Q1 2021 | Q3 2021 | 2 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Texas Capital Bank Wealth Management Services Inc | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
First City Capital Management, Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Main Street Financial Solutions, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
RMB Capital Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q2 2020 | 2 |
ARGI Investment Services, LLC | 1 | 1 | 0.01% | 0.08% | 0.14% | Q4 2019 | Q4 2022 | 2 |
United Asset Strategies, Inc. | 2 | 2 | 0.32% | 0.35% | 0.39% | Q1 2020 | Q2 2020 | 2 |
Homrich & Berg | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 2 |
Zullo Investment Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Mayflower Financial Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Appaloosa LP | 2 | 2 | 1.38% | 1.81% | 2.23% | Q1 2021 | Q2 2021 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Hunting Hill Global Capital, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q1 2021 | Q2 2021 | 2 |
Monashee Investment Management LLC | 2 | 2 | 0.32% | 0.61% | 0.90% | Q1 2021 | Q2 2021 | 2 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q1 2023 | 2 |
Steigerwald, Gordon & Koch Inc. | 2 | 2 | 0.22% | 0.47% | 0.72% | Q4 2019 | Q1 2020 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Davide Leone & Partners Investment Co Ltd. | 2 | 2 | 0.18% | 0.26% | 0.35% | Q4 2020 | Q1 2021 | 2 |
Liontrust Investment Partners LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
BARRETT & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q1 2020 | 2 |
Quantedge Capital Pte Ltd | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2021 | Q3 2021 | 2 |
Santori & Peters, Inc. | 2 | 2 | 0.14% | 0.17% | 0.20% | Q4 2019 | Q1 2020 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 0.01% | 0.49% | 0.98% | Q1 2021 | Q2 2021 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 2 |
Corvex Management LP | 1 | 1 | 0.04% | 0.19% | 0.34% | Q1 2021 | Q1 2021 | 2 |
Weaver C. Barksdale & Associates, Inc. | 2 | 2 | 0.62% | 0.69% | 0.77% | Q4 2021 | Q1 2022 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.12% | 0.19% | 0.26% | Q1 2021 | Q4 2022 | 2 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
STALEY CAPITAL ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BREAKLINE CAPITAL LLC | 2 | 2 | 0.60% | 0.77% | 0.94% | Q2 2020 | Q3 2020 | 2 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 2 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.64% | 0.73% | 0.82% | Q4 2022 | Q1 2023 | 2 |
Quantum Private Wealth, LLC | 2 | 2 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.08% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.06% | 0.49% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 2 |
Scion Asset Management | 2 | 2 | 0.64% | 0.68% | 0.73% | Q2 2020 | Q3 2020 | 2 |
Virginia National Bank | 1 | 1 | 0.26% | 1.72% | 3.17% | Q4 2019 | Q1 2022 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 2 |
Atria Investments, Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.12% | 0.17% | 0.22% | Q1 2021 | Q2 2021 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.11% | 0.14% | Q4 2019 | Q2 2020 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.09% | 0.10% | 0.10% | Q1 2021 | Q2 2023 | 2 |
Owl Creek Asset Management, L.P. | 1 | 1 | 2.15% | 2.32% | 2.49% | Q4 2019 | Q2 2021 | 2 |
B & T Capital Management DBA Alpha Capital Management | 2 | 2 | 0.76% | 0.81% | 0.86% | Q2 2021 | Q3 2021 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q1 2020 | 2 |
Capital Research Global Investors | 2 | 2 | 0.02% | 0.07% | 0.12% | Q4 2019 | Q1 2020 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.01% | 0.11% | 0.21% | Q4 2022 | Q2 2023 | 2 |
KRS Capital Management, LLC | 2 | 2 | 0.17% | 0.20% | 0.23% | Q4 2021 | Q1 2022 | 2 |
Te Ahumairangi Investment Management Ltd | 2 | 2 | 0.15% | 0.15% | 0.16% | Q3 2020 | Q4 2020 | 2 |
GOODNOW INVESTMENT GROUP, LLC | 2 | 2 | 0.18% | 0.64% | 1.10% | Q4 2019 | Q1 2020 | 2 |
Melvin Capital Management LP | 2 | 2 | 0.09% | 0.30% | 0.51% | Q3 2020 | Q4 2020 | 2 |
TOMS Capital Investment Management LP | 1 | 1 | 10.03% | 14.89% | 19.75% | Q4 2019 | Q2 2022 | 2 |
Oak Thistle LLC | 1 | 1 | 0.08% | 0.14% | 0.20% | Q1 2023 | Q3 2023 | 2 |
First Washington CORP | 2 | 2 | 1.67% | 1.74% | 1.81% | Q2 2021 | Q3 2021 | 2 |
Prism Advisors, Inc. | 2 | 2 | 1.30% | 1.34% | 1.37% | Q4 2019 | Q1 2020 | 2 |
MOODY LYNN & LIEBERSON, LLC | 2 | 2 | 0.28% | 0.32% | 0.36% | Q4 2022 | Q1 2023 | 2 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 2 |
Activest Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Voleon Capital Management LP | 2 | 2 | 5.57% | 7.86% | 10.14% | Q4 2020 | Q1 2021 | 2 |
Ensign Peak Advisors, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Circle Wealth Management, LLC | 2 | 2 | 0.07% | 0.12% | 0.18% | Q4 2019 | Q1 2020 | 2 |
Northern Right Capital Management, L.P. | 2 | 2 | 2.72% | 3.34% | 3.97% | Q3 2021 | Q4 2021 | 2 |
SYQUANT CAPITAL SAS | 1 | 1 | 1.15% | 1.16% | 1.17% | Q1 2021 | Q2 2023 | 2 |
Eidelman Virant Capital | 2 | 2 | 0.39% | 0.47% | 0.55% | Q2 2021 | Q3 2021 | 2 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
JGP Global Gestao de Recursos Ltda. | 2 | 2 | 0.34% | 0.37% | 0.41% | Q4 2019 | Q1 2020 | 2 |
SYMONS CAPITAL MANAGEMENT INC | 2 | 2 | 1.07% | 1.45% | 1.82% | Q4 2019 | Q1 2020 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Wunderlich Capital Managemnt | 2 | 2 | 0.43% | 0.67% | 0.92% | Q2 2021 | Q3 2021 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q3 2020 | 2 |
1ST SOURCE BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
P.A.W. CAPITAL CORP | 2 | 2 | 0.30% | 0.42% | 0.53% | Q2 2020 | Q3 2020 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q1 2022 | 2 |
Bronson Point Management LLC | 2 | 2 | 0.61% | 1.02% | 1.44% | Q1 2021 | Q2 2021 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.30% | 0.32% | 0.32% | Q3 2020 | Q4 2020 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.04% | 0.31% | 0.57% | Q1 2021 | Q2 2021 | 2 |
PIEDMONT INVESTMENT ADVISORS INC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Artemis Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Municipal Employees' Retirement System of Michigan | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2020 | 2 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.00% | 1.24% | 1.48% | Q4 2019 | Q2 2021 | 2 |
NewSquare Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
JSF Financial, LLC | 2 | 2 | 0.10% | 0.12% | 0.15% | Q1 2022 | Q2 2022 | 2 |
Glovista Investments LLC | 2 | 2 | 0.10% | 0.19% | 0.28% | Q4 2019 | Q1 2020 | 2 |
EMFO, LLC | 2 | 2 | 0.40% | 0.42% | 0.44% | Q2 2021 | Q3 2021 | 2 |
BMT Investment Advisors | 2 | 2 | 0.38% | 0.61% | 0.84% | Q4 2019 | Q1 2020 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q4 2020 | 2 |
LBP AM SA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
NBT BANK N A /NY | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.76% | 0.92% | 1.08% | Q4 2021 | Q1 2022 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 2 | 2 | 0.12% | 0.30% | 0.49% | Q3 2021 | Q4 2021 | 2 |
AlphaOne Investment Services, LLC | 2 | 2 | 3.47% | 3.55% | 3.63% | Q1 2020 | Q2 2020 | 2 |
Westchester Capital Management, LLC | 1 | 1 | 1.42% | 1.50% | 1.58% | Q4 2019 | Q4 2019 | 2 |
Powell Investment Advisors, LLC | 2 | 2 | 0.14% | 0.17% | 0.21% | Q1 2022 | Q2 2022 | 2 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.02% | 0.06% | 0.09% | Q3 2021 | Q1 2023 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2021 | 2 |
Q Global Advisors, LLC | 2 | 2 | 0.40% | 0.45% | 0.49% | Q2 2020 | Q3 2020 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.05% | 0.22% | 0.39% | Q2 2021 | Q3 2023 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2021 | Q3 2021 | 2 |
CERTUITY, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2021 | Q3 2021 | 2 |
BAXTER BROS INC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Luxor Capital Group, LP | 1 | 1 | 0.53% | 0.76% | 0.99% | Q1 2021 | Q1 2021 | 2 |
Senvest Management, LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q1 2021 | Q2 2021 | 2 |
Williams Jones Wealth Management, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.10% | 0.25% | 0.39% | Q1 2020 | Q3 2022 | 2 |
Newfound Research LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q4 2020 | 2 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Boundary Creek Advisors LP | 2 | 2 | 0.12% | 0.75% | 1.38% | Q1 2023 | Q2 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Inscription Capital, LLC | 1 | 1 | 0.04% | 0.25% | 0.47% | Q4 2019 | Q2 2021 | 2 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 2 |
CHICAGO EQUITY PARTNERS LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
KING STREET CAPITAL MANAGEMENT, L.P. | 1 | 1 | 1.69% | 4.22% | 6.74% | Q1 2021 | Q1 2021 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Horrell Capital Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
TWIN CAPITAL MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Harbour Capital Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Capital Markets Trading UK LLP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Employers Holdings, Inc. | 2 | 2 | 0.11% | 0.15% | 0.19% | Q4 2019 | Q1 2020 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.11% | 0.21% | 0.32% | Q3 2021 | Q4 2021 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.05% | 0.13% | 0.21% | Q2 2023 | Q3 2023 | 2 |
NICHOLAS COMPANY, INC. | 2 | 2 | 0.03% | 0.41% | 0.78% | Q4 2019 | Q1 2020 | 2 |
LONESTAR CAPITAL MANAGEMENT LLC | 2 | 2 | 0.66% | 1.25% | 1.84% | Q1 2021 | Q2 2021 | 2 |
Siemens Fonds Invest GmbH | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Virtus ETF Advisers LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Grace Capital | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
INSIGHT 2811, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Trellus Management Company, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q4 2021 | Q4 2021 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
DigitalBridge Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
PLUSTICK MANAGEMENT LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2021 | Q4 2021 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Demars Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
YHB Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Anson Funds Management LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2021 | Q1 2021 | 1 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2019 | Q4 2019 | 1 |
Long Corridor Asset Management Ltd | 1 | 1 | 5.04% | 5.04% | 5.04% | Q1 2021 | Q1 2021 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q1 2021 | Q1 2021 | 1 |
Anchorage Capital Group, L.L.C. | 1 | 1 | 2.70% | 2.70% | 2.70% | Q1 2021 | Q1 2021 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Selway Asset Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Coho Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q1 2021 | Q1 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Symmetry Investments LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
Nishkama Capital, LLC | 1 | 1 | 3.83% | 3.83% | 3.83% | Q4 2019 | Q4 2019 | 1 |
Clarity Financial LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Ghisallo Capital Management LLC | 1 | 1 | 4.66% | 4.66% | 4.66% | Q1 2021 | Q1 2021 | 1 |
H2O AM LLP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Heard Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2021 | Q1 2021 | 1 |
Nixon Capital, LLC | 1 | 1 | 3.70% | 3.70% | 3.70% | Q2 2023 | Q2 2023 | 1 |
FULTON BREAKEFIELD BROENNIMAN LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2019 | Q4 2019 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Personal Wealth Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2021 | Q1 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Murphy Pohlad Asset Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
INTACT INVESTMENT MANAGEMENT INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
United Community Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Whitnell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Steamboat Capital Partners, LLC | 1 | 1 | 2.33% | 2.33% | 2.33% | Q1 2021 | Q1 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
GLOBEFLEX CAPITAL L P | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Natixis Investment Managers International | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Infini Capital Management Ltd | 1 | 1 | 4.26% | 4.26% | 4.26% | Q1 2021 | Q1 2021 | 1 |
Antara Capital LP | 1 | 1 | 1.63% | 1.63% | 1.63% | Q1 2021 | Q1 2021 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2021 | Q1 2021 | 1 |
EXCALIBUR MANAGEMENT CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
CLEARARC CAPITAL INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Napier Park Global Capital (US) LP | 1 | 1 | 14.76% | 14.76% | 14.76% | Q2 2021 | Q2 2021 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Old West Investment Management, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2022 | Q1 2022 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisor Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Legacy Capital Partners, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SIX COLUMNS CAPITAL, LP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2020 | Q4 2020 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
WASATCH ADVISORS LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Railway Pension Investments Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2019 | Q4 2019 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Brown Advisory Securities, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Taal Capital Management LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2021 | Q1 2021 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
44 WEALTH MANAGEMENT LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2020 | Q4 2020 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WADE G W & INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 15.28% | 15.28% | 15.28% | Q4 2020 | Q4 2020 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
INTRUST BANK NA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q4 2019 | Q4 2019 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
EAGLE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Third Point | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2019 | Q4 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2021 | Q1 2021 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2020 | Q4 2020 | 1 |
Summit X, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Coltrane Asset Management L.P. | 1 | 1 | 3.04% | 3.04% | 3.04% | Q1 2021 | Q1 2021 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
DC Investments Management, LLC | 1 | 1 | 5.72% | 5.72% | 5.72% | Q1 2021 | Q1 2021 | 1 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wolf Hill Capital Management, LP | 1 | 1 | 3.13% | 3.13% | 3.13% | Q1 2021 | Q1 2021 | 1 |
DENDUR CAPITAL LP | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2022 | Q4 2022 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Alight Capital Management LP | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2021 | Q2 2021 | 1 |
IMS Capital Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
CAPITAL INTERNATIONAL LTD /CA/ | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 11.62% | 11.62% | 11.62% | Q1 2021 | Q1 2021 | 1 |
Amia Capital LLP | 1 | 1 | 3.58% | 3.58% | 3.58% | Q1 2021 | Q1 2021 | 1 |
Domani Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2021 | Q1 2021 | 1 |
MANGROVE PARTNERS IM, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2021 | Q2 2021 | 1 |
Foresight Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2021 | Q1 2021 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Wealth Alliance | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Game Creek Capital, LP | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2019 | Q4 2019 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
Cove Street Capital, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2019 | Q4 2019 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Must Asset Management Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2021 | Q1 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Soros Fund Management | 1 | 1 | 3.64% | 3.64% | 3.64% | Q1 2021 | Q1 2021 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q1 2021 | Q1 2021 | 1 |
Seelaus Asset Management LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2022 | Q1 2022 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wealth Management Partners, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2021 | Q2 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lingohr Asset Management GmbH | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2019 | Q4 2019 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
6 Meridian | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Diametric Capital, LP | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2019 | Q4 2019 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Maytus Capital Management, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2023 | Q2 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GENDELL JEFFREY L | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2021 | Q1 2021 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2021 | Q1 2021 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BURNEY CO/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2020 | Q3 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2022 | Q2 2022 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2021 | Q1 2021 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Infini Master Fund | 1 | 1 | 4.26% | 4.26% | 4.26% | Q1 2021 | Q1 2021 | 1 |
Freemont Management S.A. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2021 | Q3 2021 | 1 |
Trek Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
EQUITEC SPECIALISTS, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2021 | Q1 2021 | 1 |
MARTINGALE ASSET MANAGEMENT L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ACT II MANAGEMENT, LP | 1 | 1 | 7.76% | 7.76% | 7.76% | Q4 2019 | Q4 2019 | 1 |
CS MCKEE LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Heron Bay Capital Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Steel Canyon Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alpha Financial Partners, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 3.52% | 3.52% | 3.52% | Q1 2021 | Q1 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Centre Asset Management, LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q4 2019 | Q4 2019 | 1 |
InTrack Investment Management Inc | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q4 2021 | 1 |
American Trust Investment Advisors, LLC | 1 | 1 | 2.35% | 2.35% | 2.35% | Q4 2019 | Q4 2019 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2021 | Q1 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
HG Vora Capital Management, LLC | 1 | 1 | 4.22% | 4.22% | 4.22% | Q1 2021 | Q1 2021 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Truadvice, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Capital International, Inc./CA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
SCHRODERS IS Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Reynolds Investment Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
King Wealth Management Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
BURKE & HERBERT BANK & TRUST CO | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ariose Capital Management Ltd | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2020 | Q1 2020 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2019 | Q4 2019 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2021 | Q2 2021 | 1 |
GFG Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Hikari Power Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Strategic Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
REAVES W H & CO INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2019 | Q4 2019 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Scott & Selber, Inc. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2019 | Q4 2019 | 1 |
Caprock Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Granite Investment Advisors, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2019 | Q4 2019 | 1 |
FORVIS Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
RAMIUS ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Boston Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Capital International Sarl | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
LH Capital Markets, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2021 | Q1 2021 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NOVARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2020 | Q2 2020 | 1 |
MOULTON WEALTH MANAGEMENT, INC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2021 | Q1 2021 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2022 | Q1 2022 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
Corton Capital Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ascent Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
SOUND SHORE MANAGEMENT INC /CT/ | 1 | 1 | 2.35% | 2.35% | 2.35% | Q4 2019 | Q4 2019 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2019 | Q4 2019 | 1 |
ELEMENT POINTE ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 2.51% | 2.51% | 2.51% | Q4 2019 | Q4 2019 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
OAKBROOK INVESTMENTS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
White Pine Investment CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2021 | Q1 2021 | 1 |
NewGen Asset Management Ltd | 1 | 1 | 2.80% | 2.80% | 2.80% | Q1 2021 | Q1 2021 | 1 |
A.R.T. Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PDT Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Atom Investors LP | 1 | 1 | 3.24% | 3.24% | 3.24% | Q4 2019 | Q4 2019 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
PRIMECAP MANAGEMENT CO/CA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Eos Focused Equity Management, L.P. | 1 | 1 | 1.47% | 1.47% | 1.47% | Q1 2021 | Q1 2021 | 1 |
Axel Capital Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2021 | Q1 2021 | 1 |
L & S Advisors Inc | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2023 | Q1 2023 | 1 |
BOWEN HANES & CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2021 | Q4 2021 | 1 |
General Partner, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Q3 Asset Management | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Northwest Capital Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KG FUNDS MANAGEMENT, LLC | 1 | 1 | 12.52% | 12.52% | 12.52% | Q4 2019 | Q4 2019 | 1 |
Park West Asset Management LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MORGAN JESS S & CO INC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q1 2021 | Q1 2021 | 1 |
Front Row Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD | 1 | 1 | 22.26% | 22.26% | 22.26% | Q3 2023 | Q3 2023 | 1 |
Nicholas Hoffman & Company, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2019 | Q4 2019 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Cypress Capital, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
black-and-white Capital LP | 1 | 1 | 3.24% | 3.24% | 3.24% | Q3 2020 | Q3 2020 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Force Hill Capital Management LP | 1 | 1 | 2.86% | 2.86% | 2.86% | Q4 2021 | Q4 2021 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Zenyatta Capital Management LP | 1 | 1 | 1.77% | 1.77% | 1.77% | Q2 2023 | Q2 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 3.95% | 3.95% | 3.95% | Q1 2021 | Q1 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
MILLER HOWARD INVESTMENTS INC /NY | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Numerai GP LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Pinz Capital Management, LP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2021 | Q1 2021 | 1 |
Cannell Capital | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Meru Capital Group, LP | 1 | 1 | 5.26% | 5.26% | 5.26% | Q1 2020 | Q1 2020 | 1 |
Melqart Asset Management (UK) Ltd | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2021 | Q1 2021 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2021 | Q1 2021 | 1 |
Covenant Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2019 | Q4 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Northern Financial Advisors Inc | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q1 2022 | Q1 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2021 | Q2 2021 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2021 | Q1 2021 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Monaco Asset Management SAM | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2021 | Q4 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Montis Financial, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own VIACOMCBS INC or have owned VIACOMCBS INC in the past.