Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 118 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.19% | Q2 2013 | Q3 2023 | 104 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 93 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.65% | Q4 2015 | Q3 2023 | 83 |
JANE STREET GROUP, LLC | 35 | 1 | 0.00% | 0.06% | 1.42% | Q1 2014 | Q3 2023 | 83 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.02% | 0.10% | Q1 2012 | Q3 2023 | 79 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q3 2023 | 77 |
Citadel Advisors | 32 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 77 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 68 |
Parallax Volatility Advisers, L.P. | 24 | 4 | 0.00% | 0.03% | 0.18% | Q3 2013 | Q4 2021 | 68 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 64 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 61 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 59 |
HAP Trading, LLC | 19 | 4 | 0.00% | 0.23% | 0.68% | Q2 2013 | Q4 2019 | 53 |
Walleye Trading LLC | 18 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q4 2019 | 52 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 52 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 51 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 45 |
MILLENNIUM MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 45 |
ING GROEP NV | 43 | 43 | 0.02% | 0.57% | 2.14% | Q1 2013 | Q3 2023 | 43 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.01% | 0.17% | 0.57% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cohen Klingenstein LLC | 42 | 42 | 0.06% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 37 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
ROCKY MOUNTAIN ADVISERS, LLC | 40 | 40 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 40 |
SG Americas Securities, LLC | 40 | 40 | 0.01% | 0.11% | 0.34% | Q4 2013 | Q3 2023 | 40 |
Harbour Capital Advisors, LLC | 21 | 2 | 0.00% | 0.19% | 0.32% | Q2 2013 | Q4 2023 | 39 |
ZACKS INVESTMENT MANAGEMENT | 28 | 4 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 39 |
MUFG Americas Holdings Corp | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2022 | 39 |
CIBC Private Wealth Group, LLC | 36 | 2 | 0.00% | 0.07% | 0.17% | Q1 2014 | Q3 2023 | 38 |
Spot Trading L.L.C | 15 | 15 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q4 2016 | 38 |
NOMURA HOLDINGS INC | 18 | 5 | 0.00% | 0.01% | 0.25% | Q2 2013 | Q1 2019 | 38 |
Focused Wealth Management, Inc | 38 | 38 | 0.00% | 0.26% | 1.65% | Q2 2014 | Q3 2023 | 38 |
MOODY LYNN & LIEBERSON, LLC | 38 | 38 | 0.02% | 0.48% | 1.71% | Q2 2014 | Q3 2023 | 38 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 37 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 37 |
GLOBEFLEX CAPITAL L P | 37 | 37 | 0.35% | 2.00% | 4.42% | Q2 2013 | Q2 2022 | 37 |
WOLVERINE TRADING, LLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2021 | 37 |
ALLIANCEBERNSTEIN L.P. | 37 | 37 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2022 | 37 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Private Advisor Group, LLC | 35 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q3 2023 | 36 |
BLAIR WILLIAM & CO/IL | 26 | 9 | 0.00% | 0.03% | 0.32% | Q4 2013 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q2 2023 | 32 |
Meditor Group Ltd | 31 | 31 | 1.43% | 3.04% | 5.51% | Q2 2016 | Q4 2023 | 31 |
Relative Value Partners Group, LLC | 31 | 31 | 0.02% | 0.04% | 0.04% | Q1 2016 | Q3 2023 | 31 |
FMR LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 28 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
Moors & Cabot, Inc. | 27 | 3 | 0.00% | 0.04% | 0.09% | Q1 2016 | Q3 2023 | 31 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 18 | 1 | 0.00% | 0.53% | 0.95% | Q2 2014 | Q3 2023 | 30 |
NATIXIS | 28 | 2 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q4 2020 | 30 |
Verity Asset Management, Inc. | 21 | 3 | 0.19% | 1.03% | 2.23% | Q1 2016 | Q3 2023 | 29 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 29 | 29 | 0.31% | 1.30% | 3.65% | Q2 2013 | Q2 2020 | 29 |
NORTHERN TRUST CORP | 28 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
Psagot Value Holdings Ltd. | 29 | 29 | 0.00% | 0.08% | 0.68% | Q2 2013 | Q2 2020 | 29 |
Catalyst Capital Advisors LLC | 29 | 29 | 0.25% | 0.40% | 0.47% | Q3 2016 | Q3 2023 | 29 |
GenTrust, LLC | 28 | 28 | 0.06% | 0.12% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Millburn Ridgefield Corp | 28 | 28 | 0.50% | 0.55% | 0.63% | Q4 2016 | Q3 2023 | 28 |
Lowe Wealth Advisors, LLC | 28 | 28 | 0.31% | 0.51% | 0.70% | Q1 2017 | Q4 2023 | 28 |
Edge Wealth Management LLC | 28 | 28 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q4 2021 | 28 |
Bank of New York Mellon Corp | 21 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Kohmann Bosshard Financial Services, LLC | 25 | 2 | 0.05% | 0.17% | 0.45% | Q4 2016 | Q3 2023 | 27 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 27 |
Capital Analysts, LLC | 27 | 27 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q2 2020 | 27 |
AlphaMark Advisors, LLC | 24 | 3 | 0.01% | 0.02% | 0.18% | Q4 2016 | Q3 2023 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 27 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q4 2019 | 27 |
Portland Global Advisors LLC | 27 | 27 | 0.09% | 0.23% | 0.32% | Q1 2017 | Q3 2023 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
PANAGORA ASSET MANAGEMENT INC | 27 | 27 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q4 2019 | 27 |
One Capital Management, LLC | 26 | 26 | 0.13% | 0.91% | 1.25% | Q1 2014 | Q2 2020 | 26 |
NAPLES GLOBAL ADVISORS, LLC | 26 | 26 | 0.08% | 0.16% | 0.28% | Q2 2017 | Q3 2023 | 26 |
SYNOVUS FINANCIAL CORP | 24 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2020 | 26 |
Azimuth Capital Management LLC | 17 | 8 | 0.02% | 0.04% | 0.10% | Q1 2014 | Q3 2020 | 25 |
Geneos Wealth Management Inc. | 17 | 1 | 0.00% | 0.05% | 0.25% | Q1 2016 | Q3 2023 | 25 |
Freedom Investment Management, Inc. | 24 | 1 | 0.01% | 0.04% | 0.13% | Q2 2014 | Q4 2020 | 25 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 22 | 2 | 0.01% | 0.05% | 0.12% | Q3 2015 | Q1 2023 | 24 |
Keeley-Teton Advisors, LLC | 12 | 3 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 24 |
Itau Unibanco Holding S.A. | 10 | 2 | 0.01% | 0.07% | 0.27% | Q2 2016 | Q2 2023 | 24 |
DF DENT & CO INC | 13 | 11 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 24 |
EXANE DERIVATIVES | 18 | 1 | 0.00% | 0.11% | 1.44% | Q4 2014 | Q1 2022 | 24 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Armor Investment Advisors, LLC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2022 | 24 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 23 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q3 2023 | 23 |
Barry Investment Advisors, LLC | 23 | 23 | 0.07% | 3.45% | 5.00% | Q2 2016 | Q4 2021 | 23 |
DEUTSCHE BANK AG\ | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2021 | 22 |
Ionic Capital Management LLC | 10 | 10 | 0.00% | 0.29% | 0.87% | Q3 2013 | Q4 2015 | 22 |
Money Design Co.,Ltd. | 22 | 22 | 1.02% | 2.12% | 3.90% | Q2 2018 | Q3 2023 | 22 |
Advisors Capital Management, LLC | 20 | 2 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q4 2019 | 22 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.00% | 0.04% | Q4 2013 | Q3 2023 | 22 |
New Vernon Capital Holdings II LLC | 6 | 1 | 0.22% | 17.41% | 63.89% | Q3 2013 | Q3 2023 | 21 |
Wunderlich Capital Managemnt | 21 | 21 | 0.17% | 0.26% | 0.32% | Q1 2015 | Q1 2020 | 21 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 13 | 1 | 0.00% | 0.02% | 0.12% | Q4 2010 | Q3 2023 | 21 |
Lattice Strategies LLC | 11 | 10 | 0.12% | 0.38% | 0.55% | Q3 2013 | Q4 2018 | 21 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 21 | 21 | 0.02% | 0.10% | 0.15% | Q2 2013 | Q2 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Gradient Investments LLC | 14 | 7 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q1 2021 | 21 |
Twin Tree Management, LP | 3 | 1 | 0.00% | 0.03% | 0.13% | Q4 2016 | Q3 2022 | 21 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 8 | 0.00% | 0.38% | 1.84% | Q4 2016 | Q3 2023 | 20 |
Harel Insurance Investments & Financial Services Ltd. | 9 | 1 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
MEITAV INVESTMENT HOUSE LTD | 11 | 1 | 0.09% | 0.24% | 0.60% | Q4 2017 | Q3 2023 | 20 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 15 | 5 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q4 2022 | 20 |
CIBC WORLD MARKET INC. | 14 | 2 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 19 |
First Allied Advisory Services, Inc. | 11 | 2 | 0.01% | 0.03% | 0.10% | Q2 2014 | Q3 2019 | 19 |
Russell Investments Group, Ltd. | 10 | 9 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 19 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.07% | 0.37% | 0.68% | Q2 2013 | Q3 2017 | 18 |
OPPENHEIMER & CO INC | 8 | 1 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2021 | 18 |
CLOUGH CAPITAL PARTNERS L P | 12 | 1 | 0.01% | 0.46% | 1.87% | Q2 2014 | Q1 2019 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q4 2019 | 18 |
Mount Lucas Management LP | 8 | 1 | 0.03% | 0.55% | 0.95% | Q3 2013 | Q4 2019 | 18 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 7 | 1 | 0.32% | 1.72% | 9.06% | Q3 2013 | Q4 2022 | 18 |
Vantage Investment Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 18 |
Wealthstreet Investment Advisors, LLC | 18 | 18 | 0.06% | 0.36% | 1.55% | Q4 2017 | Q1 2022 | 18 |
Caprock Group, LLC | 18 | 18 | 0.10% | 0.16% | 0.32% | Q3 2015 | Q4 2019 | 18 |
Patriot Financial Group Insurance Agency, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Cottage Street Advisors LLC | 18 | 18 | 0.16% | 0.69% | 1.22% | Q4 2015 | Q1 2020 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 18 |
RAY GERALD L & ASSOCIATES LTD | 10 | 7 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q3 2017 | 17 |
US BANCORP \DE\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 17 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.56% | 1.85% | Q2 2013 | Q3 2022 | 17 |
6 Meridian | 17 | 17 | 0.28% | 0.41% | 0.50% | Q4 2017 | Q4 2021 | 17 |
MARTIN CURRIE LTD | 16 | 1 | 0.00% | 0.09% | 0.37% | Q2 2015 | Q3 2019 | 17 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
INTEGRAL DERIVATIVES, LLC | 5 | 4 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q4 2017 | 16 |
Csenge Advisory Group | 11 | 5 | 0.03% | 0.19% | 0.56% | Q3 2017 | Q3 2023 | 16 |
GHP Investment Advisors, Inc. | 13 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 16 |
683 Capital Management, LLC | 6 | 1 | 0.03% | 1.92% | 4.97% | Q2 2015 | Q1 2017 | 15 |
WILLIAM HARRIS INVESTORS INC | 15 | 15 | 0.09% | 0.11% | 0.19% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.04% | 0.28% | Q2 2013 | Q4 2016 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.05% | 0.08% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Strategic Wealth Investment Group, LLC | 14 | 1 | 0.57% | 1.08% | 1.90% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Diversified Trust Co | 14 | 14 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2023 | 14 |
Chevy Chase Trust Holdings, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 14 |
Baird Financial Group, Inc. | 10 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 14 |
BlackRock Institutional Trust Company, N.A. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 14 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2018 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2019 | 14 |
NEXT Financial Group, Inc | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q1 2019 | 14 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 13 |
Nuveen Asset Management, LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2020 | 13 |
Virtu KCG Holdings LLC | 9 | 4 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2017 | 13 |
Bluefin Trading, LLC | 3 | 1 | 0.02% | 0.19% | 0.68% | Q2 2013 | Q3 2019 | 13 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.02% | 0.11% | Q2 2016 | Q3 2023 | 13 |
Carroll Financial Associates, Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2021 | 13 |
Veritable, L.P. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q4 2012 | Q4 2015 | 13 |
WFG Advisors, LP | 9 | 4 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2017 | 13 |
BAINCO INTERNATIONAL INVESTORS | 10 | 3 | 0.04% | 0.07% | 0.09% | Q2 2014 | Q3 2018 | 13 |
Tortoise Investment Management, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Jacobus Wealth Management, Inc. | 13 | 13 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q2 2016 | 13 |
FIFTH THIRD BANCORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 13 |
Cerity Partners LLC | 13 | 13 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q1 2020 | 13 |
Cambridge Investment Research Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 12 |
SHEETS SMITH WEALTH MANAGEMENT | 12 | 12 | 0.07% | 0.21% | 0.27% | Q2 2017 | Q1 2020 | 12 |
OPTIMUM INVESTMENT ADVISORS | 8 | 4 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2019 | 12 |
Equitable Holdings, Inc. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 12 | 12 | 0.05% | 0.10% | 0.18% | Q4 2017 | Q3 2020 | 12 |
BBT Capital Management, LLC | 12 | 12 | 0.06% | 1.20% | 5.94% | Q1 2016 | Q4 2018 | 12 |
CUMBERLAND ADVISORS INC | 10 | 1 | 0.18% | 1.15% | 1.62% | Q2 2013 | Q3 2018 | 12 |
BB&T SECURITIES, LLC | 7 | 5 | 0.08% | 0.12% | 0.15% | Q3 2016 | Q3 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
IHT Wealth Management, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 12 |
OneDigital Investment Advisors LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 12 |
VALLEY WEALTH MANAGERS, INC. | 12 | 12 | 0.02% | 0.05% | 0.11% | Q1 2019 | Q4 2021 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
Lenox Wealth Management, Inc. | 10 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2018 | 12 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 12 |
WASHINGTON CAPITAL MANAGEMENT, INC | 11 | 11 | 0.21% | 0.74% | 1.55% | Q2 2013 | Q4 2015 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 11 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 11 |
Occidental Asset Management, LLC | 11 | 11 | 0.75% | 0.91% | 1.11% | Q1 2014 | Q3 2016 | 11 |
Versant Capital Management, Inc | 11 | 11 | 0.00% | 0.17% | 0.27% | Q4 2015 | Q2 2018 | 11 |
Twele Capital Management, Inc. | 11 | 11 | 0.26% | 0.49% | 0.57% | Q2 2013 | Q4 2015 | 11 |
HighTower Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 11 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.51% | 2.36% | Q4 2014 | Q2 2023 | 11 |
STATE STREET CORP | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.01% | 0.10% | 0.20% | Q1 2014 | Q1 2017 | 11 |
Commonwealth Equity Services, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 11 |
JANUS HENDERSON INVESTORS US LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.46% | 1.66% | Q2 2014 | Q1 2023 | 11 |
ARGENTIERE CAPITAL AG | 4 | 1 | 0.00% | 0.77% | 2.03% | Q4 2013 | Q1 2017 | 11 |
D.A. DAVIDSON & CO. | 7 | 4 | 0.00% | 0.00% | 0.04% | Q2 2014 | Q2 2017 | 11 |
RPG Investment Advisory, LLC | 11 | 11 | 0.00% | 1.31% | 2.46% | Q4 2017 | Q2 2020 | 11 |
Clal Insurance Enterprises Holdings Ltd | 6 | 5 | 0.53% | 2.44% | 3.80% | Q1 2017 | Q1 2020 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
InterOcean Capital, LLC | 6 | 2 | 0.02% | 0.31% | 0.55% | Q2 2013 | Q4 2019 | 11 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Palo Capital, Inc. | 6 | 4 | 0.15% | 0.45% | 0.88% | Q1 2015 | Q4 2018 | 10 |
OTA Financial Group L.P. | 3 | 1 | 0.10% | 0.47% | 1.25% | Q2 2013 | Q3 2019 | 10 |
Evercore Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2017 | 10 |
GW&K Investment Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2021 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2017 | 10 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 1 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q2 2018 | 10 |
WASATCH ADVISORS LP | 10 | 10 | 0.08% | 0.11% | 0.17% | Q2 2013 | Q3 2015 | 10 |
Texas Yale Capital Corp. | 9 | 9 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q2 2015 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.03% | 0.14% | Q4 2016 | Q2 2022 | 9 |
Squar Milner Financial Services LLC | 7 | 2 | 0.00% | 0.31% | 0.46% | Q4 2017 | Q1 2020 | 9 |
Spire Wealth Management | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Formidable Asset Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 9 |
Strategic Financial Services, Inc, | 9 | 9 | 0.48% | 0.54% | 0.60% | Q4 2017 | Q4 2019 | 9 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.13% | 0.40% | Q1 2015 | Q3 2023 | 9 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9 | 9 | 3.23% | 3.53% | 3.93% | Q3 2021 | Q3 2023 | 9 |
SEI INVESTMENTS CO | 8 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q2 2018 | 9 |
National Mutual Insurance Federation of Agricultural Cooperatives | 9 | 9 | 0.76% | 0.92% | 1.07% | Q3 2014 | Q3 2016 | 9 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 9 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2023 | 9 |
OppenheimerFunds, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2015 | 9 |
Financial Enhancement Group LLC | 9 | 9 | 0.05% | 0.08% | 0.09% | Q4 2017 | Q4 2019 | 9 |
Jane Street Holding, LLC | 3 | 3 | 0.03% | 0.24% | 0.62% | Q2 2013 | Q4 2013 | 9 |
COASTLAND CAPITAL LLC | 3 | 3 | 0.12% | 0.39% | 0.68% | Q2 2015 | Q4 2015 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.59% | 0.67% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 8 | 8 | 1.71% | 5.08% | 14.88% | Q3 2015 | Q2 2017 | 8 |
Hexavest Inc. | 8 | 8 | 0.10% | 0.12% | 0.14% | Q2 2015 | Q1 2017 | 8 |
Merriman Wealth Management, LLC | 4 | 1 | 0.08% | 0.12% | 0.19% | Q3 2016 | Q4 2019 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 2 | 0.00% | 0.03% | 0.12% | Q3 2013 | Q3 2015 | 8 |
Guild Investment Management, Inc. | 2 | 1 | 0.71% | 3.43% | 7.20% | Q4 2012 | Q4 2020 | 8 |
Pine River Capital Management L.P. | 3 | 1 | 0.01% | 0.08% | 0.14% | Q3 2013 | Q3 2014 | 8 |
Carmel Capital Management L.L.C. | 8 | 8 | 1.44% | 1.61% | 1.91% | Q4 2021 | Q3 2023 | 8 |
AVALON CAPITAL MANAGEMENT | 3 | 1 | 0.63% | 1.10% | 2.73% | Q1 2014 | Q4 2017 | 8 |
Neuberger Berman Group LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MONARCH CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Sunbelt Securities, Inc. | 8 | 8 | 0.14% | 0.18% | 0.23% | Q3 2017 | Q2 2019 | 8 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Glovista Investments LLC | 2 | 1 | 0.23% | 4.71% | 12.88% | Q3 2014 | Q4 2016 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ifrah Financial Services, Inc. | 7 | 7 | 0.16% | 0.19% | 0.20% | Q3 2016 | Q1 2018 | 7 |
VAN ECK ASSOCIATES CORP | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q2 2018 | 7 |
Clark Capital Management Group, Inc. | 4 | 1 | 0.16% | 0.76% | 1.62% | Q1 2014 | Q1 2017 | 7 |
Leonard Rickey Investment Advisors P.L.L.C. | 7 | 7 | 0.18% | 0.26% | 0.33% | Q4 2017 | Q2 2019 | 7 |
FRANKLIN RESOURCES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 3 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q4 2016 | 7 |
DIMENSIONAL FUND ADVISORS LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2017 | 7 |
J. Goldman & Co LP | 3 | 1 | 0.02% | 0.42% | 1.02% | Q4 2013 | Q2 2023 | 7 |
Bienville Capital Management, LLC | 7 | 7 | 0.08% | 0.25% | 0.72% | Q3 2015 | Q1 2017 | 7 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 7 |
GSB Wealth Management, LLC | 7 | 7 | 0.51% | 0.74% | 0.98% | Q1 2022 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 7 |
OPPENHEIMER ASSET MANAGEMENT INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 7 |
Qube Research & Technologies Ltd | 5 | 2 | 0.00% | 0.04% | 0.15% | Q3 2021 | Q3 2023 | 7 |
BANK HAPOALIM BM | 5 | 2 | 0.03% | 0.06% | 0.08% | Q1 2018 | Q2 2022 | 7 |
USCA RIA LLC | 7 | 7 | 0.05% | 0.06% | 0.09% | Q3 2015 | Q1 2017 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
AMP Capital Investors Ltd | 6 | 1 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2016 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 7 |
Allianz Asset Management GmbH | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 7 |
VICUS CAPITAL | 7 | 7 | 0.13% | 0.79% | 2.36% | Q2 2014 | Q4 2015 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q4 2016 | Q2 2018 | 7 |
GENERAL ELECTRIC CO | 6 | 6 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2014 | 6 |
LifePlan Financial Group, Inc | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
CENTAURUS FINANCIAL, INC. | 4 | 1 | 0.04% | 0.09% | 0.18% | Q4 2020 | Q3 2023 | 6 |
KEELEY ASSET MANAGEMENT CORP | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 2 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 6 |
Windsor Creek Advisors, LLC | 6 | 6 | 0.11% | 0.22% | 0.43% | Q3 2020 | Q4 2021 | 6 |
Ayalon Insurance Comp Ltd. | 6 | 6 | 0.63% | 0.92% | 1.01% | Q1 2015 | Q2 2016 | 6 |
CAPTRUST FINANCIAL ADVISORS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 6 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 6 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.08% | 0.13% | Q3 2016 | Q4 2019 | 6 |
Horrell Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
PRUDENTIAL PLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2018 | 6 |
Invesco Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2015 | 6 |
CALDWELL & ORKIN INC | 3 | 2 | 0.74% | 1.72% | 2.48% | Q4 2014 | Q3 2017 | 6 |
Richard Bernstein Advisors LLC | 6 | 6 | 0.57% | 0.86% | 1.00% | Q4 2016 | Q1 2018 | 6 |
Kohlberg Kravis Roberts & Co. L.P. | 6 | 6 | 0.05% | 0.11% | 0.14% | Q2 2014 | Q3 2015 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 6 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.12% | 0.22% | Q4 2013 | Q4 2019 | 6 |
NatWest Group plc | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Placemark Investments, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 6 |
ONTARIO TEACHERS PENSION PLAN BOARD | 6 | 6 | 0.17% | 0.22% | 0.27% | Q2 2015 | Q3 2016 | 6 |
Cooperatieve Rabobank U.A. | 6 | 6 | 0.45% | 2.20% | 4.28% | Q2 2013 | Q3 2014 | 6 |
Independent Portfolio Consultants, Inc. | 5 | 1 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q2 2017 | 6 |
PRICE T ROWE ASSOCIATES INC /MD/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 6 |
LOOMIS SAYLES & CO L P | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2016 | 6 |
Transamerica Financial Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2017 | 6 |
Grantham, Mayo, Van Otterloo & Co. LLC | 6 | 6 | 0.01% | 0.06% | 0.11% | Q2 2014 | Q3 2015 | 6 |
Regal Investment Advisors LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q1 2016 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Berman Capital Advisors, LLC | 5 | 5 | 0.18% | 0.21% | 0.26% | Q4 2017 | Q4 2018 | 5 |
HighTower Trust Company, N.A. | 4 | 1 | 0.03% | 0.07% | 0.09% | Q4 2014 | Q1 2018 | 5 |
COWEN INC. | 4 | 1 | 0.38% | 0.47% | 0.56% | Q1 2015 | Q2 2017 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 0.08% | 0.10% | 0.11% | Q2 2014 | Q2 2015 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 2 | 0.00% | 0.09% | 0.23% | Q2 2017 | Q3 2023 | 5 |
Lumbard & Kellner, LLC | 5 | 5 | 0.69% | 0.75% | 0.79% | Q3 2014 | Q3 2015 | 5 |
TRILOGY GLOBAL ADVISORS LP | 5 | 5 | 0.26% | 0.45% | 0.55% | Q2 2013 | Q2 2014 | 5 |
Integrated Wealth Concepts LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 5 |
Advisor Resource Council | 5 | 5 | 0.24% | 0.36% | 0.51% | Q2 2021 | Q2 2022 | 5 |
Bedell Frazier Investment Counselling, LLC | 5 | 5 | 2.03% | 2.27% | 2.48% | Q2 2016 | Q2 2017 | 5 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 5 | 5 | 0.12% | 0.16% | 0.17% | Q2 2013 | Q2 2014 | 5 |
TD ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
NOESIS CAPITAL MANGEMENT CORP | 5 | 5 | 0.28% | 0.30% | 0.36% | Q2 2013 | Q2 2014 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.10% | 0.11% | 0.14% | Q1 2015 | Q1 2016 | 5 |
Orinda Asset Management LLC | 5 | 5 | 0.18% | 0.30% | 0.44% | Q2 2014 | Q2 2015 | 5 |
Royal Fund Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
O'Dell Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 5 | 0.02% | 0.04% | 0.10% | Q2 2014 | Q2 2015 | 5 |
Rafferty Asset Management, LLC | 4 | 1 | 0.08% | 0.43% | 1.43% | Q2 2015 | Q3 2016 | 5 |
Miracle Mile Advisors, LLC | 4 | 1 | 0.03% | 0.33% | 0.68% | Q1 2019 | Q3 2023 | 5 |
Kingfisher Capital LLC | 5 | 5 | 0.60% | 0.93% | 1.53% | Q3 2014 | Q3 2015 | 5 |
PROVIDA PENSION FUND ADMINISTRATOR | 5 | 5 | 0.02% | 0.45% | 1.32% | Q1 2015 | Q1 2016 | 5 |
Graham Capital Management, L.P. | 3 | 2 | 0.29% | 0.46% | 0.63% | Q4 2016 | Q2 2019 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
DEPRINCE RACE & ZOLLO INC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2015 | 5 |
GUGGENHEIM CAPITAL LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 5 |
First Horizon Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Meru Capital Group, LP | 5 | 5 | 0.10% | 0.11% | 0.13% | Q1 2016 | Q1 2017 | 5 |
Cetera Advisors LLC | 4 | 1 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q2 2019 | 5 |
Janney Montgomery Scott LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2017 | 5 |
Surevest, LLC | 5 | 5 | 1.00% | 1.23% | 1.49% | Q4 2018 | Q4 2019 | 5 |
Hanson & Doremus Investment Management | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Counsel Portfolio Services Inc. | 4 | 1 | 0.16% | 0.18% | 0.25% | Q2 2014 | Q2 2016 | 5 |
Belpointe Asset Management LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 5 |
Legacy Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Pointe Capital Management LLC | 4 | 4 | 0.10% | 0.13% | 0.15% | Q2 2015 | Q1 2016 | 4 |
CreativeOne Wealth, LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2020 | Q4 2021 | 4 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Joseph P. Lucia & Associates, LLC | 4 | 4 | 0.25% | 0.46% | 0.62% | Q2 2019 | Q1 2020 | 4 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2022 | 4 |
PATTEN & PATTEN INC/TN | 4 | 4 | 0.28% | 0.56% | 0.76% | Q3 2014 | Q2 2015 | 4 |
Rehmann Capital Advisory Group | 2 | 1 | 0.09% | 0.13% | 0.20% | Q3 2012 | Q1 2016 | 4 |
Credit Capital Investments LLC | 4 | 4 | 0.46% | 0.55% | 0.67% | Q1 2015 | Q4 2015 | 4 |
GLENMEDE TRUST CO NA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 4 |
Maryland Capital Management | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q1 2015 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2017 | 4 |
JAMES INVESTMENT RESEARCH INC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Main Management LLC | 3 | 1 | 0.03% | 0.10% | 0.24% | Q2 2013 | Q3 2022 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2015 | 4 |
Alpine Global Management, LLC | 3 | 1 | 0.06% | 0.49% | 0.97% | Q3 2015 | Q1 2017 | 4 |
UNITED BANK | 4 | 4 | 0.11% | 0.16% | 0.20% | Q4 2018 | Q3 2019 | 4 |
Homrich & Berg | 4 | 4 | 0.23% | 0.28% | 0.33% | Q4 2017 | Q3 2018 | 4 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
SG3 Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2020 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.29% | 0.89% | 1.42% | Q2 2014 | Q1 2015 | 4 |
INTEGRATED WEALTH COUNSEL, LLC | 4 | 4 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q1 2014 | 4 |
MACQUARIE GROUP LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 4 |
Financial Architects, Inc | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2015 | 4 |
NVWM, LLC | 4 | 4 | 0.01% | 0.11% | 0.17% | Q4 2017 | Q3 2018 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.36% | 0.40% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Orbitronix, LP | 3 | 3 | 0.19% | 1.65% | 2.24% | Q1 2016 | Q3 2016 | 4 |
Windhaven Investment Management, Inc. | 4 | 4 | 1.24% | 1.29% | 1.32% | Q2 2014 | Q1 2015 | 4 |
Salient Capital Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2015 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Orca Investment Management, LLC | 4 | 4 | 0.99% | 1.04% | 1.07% | Q1 2017 | Q4 2017 | 4 |
AJ WEALTH STRATEGIES, LLC | 4 | 4 | 0.02% | 0.04% | 0.04% | Q1 2020 | Q4 2020 | 4 |
Private Ocean, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
FNY Investment Advisers, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Ironsides Asset Advisors, LLC | 2 | 1 | 0.09% | 0.11% | 0.14% | Q2 2014 | Q4 2016 | 3 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 3 |
UBS OCONNOR LLC | 2 | 1 | 0.01% | 0.11% | 0.19% | Q4 2014 | Q3 2015 | 3 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q1 2017 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
TOMPKINS FINANCIAL CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Horizon Kinetics | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
M&T BANK CORP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q4 2015 | 3 |
ALPS ADVISORS INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Legato Capital Management LLC | 3 | 3 | 0.12% | 0.20% | 0.24% | Q4 2019 | Q2 2020 | 3 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2019 | 3 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.68% | 0.99% | 1.21% | Q4 2022 | Q2 2023 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Redhawk Wealth Advisors, Inc. | 2 | 1 | 0.33% | 0.96% | 1.40% | Q3 2021 | Q3 2023 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q4 2020 | 3 |
WEXFORD CAPITAL LP | 2 | 1 | 0.02% | 0.26% | 0.55% | Q3 2013 | Q1 2015 | 3 |
CARDIFF PARK ADVISORS, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Fulcrum Equity Management | 3 | 3 | 0.12% | 0.13% | 0.15% | Q3 2021 | Q1 2022 | 3 |
AJO, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
XPONANCE, INC. | 3 | 3 | 0.14% | 2.47% | 6.05% | Q1 2017 | Q3 2017 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 3 | 0.56% | 0.65% | 0.77% | Q4 2018 | Q2 2019 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Randolph Co Inc | 3 | 3 | 0.99% | 1.10% | 1.27% | Q1 2023 | Q3 2023 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.01% | 0.05% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Allworth Financial LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Brandywine Global Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
White Pine Investment CO | 3 | 3 | 0.30% | 0.30% | 0.32% | Q2 2013 | Q4 2013 | 3 |
NIEMANN CAPITAL MANAGEMENT INC | 3 | 3 | 2.43% | 2.50% | 2.56% | Q2 2014 | Q4 2014 | 3 |
KLINGENSTEIN FIELDS & CO LP | 3 | 3 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q4 2013 | 3 |
Segantii Capital Management Ltd | 3 | 3 | 0.00% | 0.18% | 0.53% | Q3 2014 | Q1 2015 | 3 |
O'Brien Greene & Co. Inc | 3 | 3 | 0.60% | 0.63% | 0.67% | Q4 2018 | Q2 2019 | 3 |
Tidal Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.05% | 0.09% | Q1 2017 | Q4 2018 | 3 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2014 | 3 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q1 2015 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.09% | 0.19% | 0.25% | Q3 2016 | Q3 2023 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2013 | 3 |
Financial & Tax Architects, LLC | 2 | 1 | 0.16% | 0.33% | 0.43% | Q3 2022 | Q3 2023 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 3 |
Passport Capital, LLC | 3 | 3 | 0.02% | 0.04% | 0.08% | Q2 2014 | Q4 2014 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.45% | 0.49% | 0.51% | Q1 2022 | Q3 2022 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Cambria Investment Management, L.P. | 2 | 2 | 0.07% | 0.11% | 0.15% | Q4 2014 | Q1 2015 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 2 |
Dakota Wealth Management | 2 | 2 | 0.05% | 0.11% | 0.17% | Q2 2018 | Q3 2018 | 2 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.06% | 0.11% | Q1 2022 | Q2 2023 | 2 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.07% | 0.14% | Q3 2016 | Q4 2022 | 2 |
Riverview Capital Advisers, LLC | 2 | 2 | 0.05% | 0.09% | 0.12% | Q4 2021 | Q1 2022 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2014 | 2 |
Mathes Company, Inc. | 2 | 2 | 0.23% | 0.23% | 0.23% | Q1 2015 | Q2 2015 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
New Harbor Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Rathbones Group PLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Biltmore Family Office, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Gateway Advisory, LLC | 2 | 2 | 0.75% | 0.77% | 0.79% | Q1 2015 | Q2 2015 | 2 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2017 | 2 |
Wharton Business Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.08% | 0.10% | 0.11% | Q1 2018 | Q2 2018 | 2 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 2 |
PENN DAVIS MCFARLAND INC | 2 | 2 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q3 2013 | 2 |
NEW YORK STATE COMMON RETIREMENT FUND | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Winfield Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 2 |
Select Equity Group, L.P. | 2 | 2 | 0.09% | 0.11% | 0.14% | Q1 2020 | Q2 2020 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.38% | 0.72% | 1.06% | Q4 2013 | Q1 2014 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 2 |
TimesSquare Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q2 2019 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Jabre Capital Partners S.A. | 2 | 2 | 0.52% | 0.66% | 0.80% | Q3 2015 | Q4 2015 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Rock Creek Group, LP | 2 | 2 | 0.21% | 0.28% | 0.35% | Q4 2013 | Q1 2014 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 2 |
WP Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Country Club Trust Company, n.a. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q2 2015 | 2 |
CADINHA & CO LLC | 2 | 2 | 2.72% | 2.78% | 2.84% | Q2 2014 | Q3 2014 | 2 |
Global Trust Asset Management, LLC | 1 | 1 | 0.12% | 0.17% | 0.21% | Q4 2017 | Q3 2021 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Grandeur Peak Global Advisors, LLC | 2 | 2 | 3.42% | 4.56% | 5.70% | Q2 2013 | Q3 2013 | 2 |
Julex Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Fiduciary Alliance LLC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q2 2023 | Q3 2023 | 2 |
LMR Partners LLP | 1 | 1 | 0.17% | 0.44% | 0.71% | Q1 2015 | Q3 2018 | 2 |
FNY Managed Accounts LLC | 2 | 2 | 0.13% | 0.25% | 0.38% | Q4 2014 | Q1 2015 | 2 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2023 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2015 | Q1 2016 | 2 |
ACG Wealth | 1 | 1 | 0.00% | 0.05% | 0.10% | Q3 2018 | Q2 2022 | 2 |
Nadler Financial Group, Inc. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2018 | Q4 2018 | 2 |
1919 Investment Counsel, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q2 2015 | 2 |
ROOSEVELT INVESTMENT GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.07% | 0.13% | Q1 2017 | Q1 2017 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.12% | 0.23% | Q4 2013 | Q3 2014 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 3.44% | 3.44% | 3.44% | Q1 2019 | Q1 2019 | 2 |
Pettinga Financial Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Idaho Trust Bank | 2 | 2 | 0.19% | 0.23% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Black Swift Group, LLC | 2 | 2 | 1.93% | 2.57% | 3.21% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q2 2020 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2016 | 2 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 2 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 2 |
BTG Pactual Global Asset Management Ltd | 2 | 2 | 0.44% | 0.46% | 0.48% | Q4 2014 | Q1 2015 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2015 | Q4 2015 | 2 |
SUMMIT CAPITAL MANAGEMENT LLC | 2 | 2 | 2.56% | 3.23% | 3.90% | Q4 2014 | Q1 2015 | 2 |
Gator Capital Management, LLC | 2 | 2 | 0.43% | 0.44% | 0.45% | Q4 2017 | Q1 2018 | 2 |
PEAR TREE ADVISORS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q2 2016 | 2 |
Thiel Macro LLC | 2 | 2 | 0.13% | 0.19% | 0.26% | Q4 2014 | Q1 2015 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.13% | 0.25% | Q3 2015 | Q3 2016 | 2 |
Perpetual Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Stadion Money Management, LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q4 2013 | Q1 2014 | 2 |
FRONT BARNETT ASSOCIATES LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2013 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q1 2014 | Q3 2014 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 2 |
HORIZON FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
CQS Cayman LP | 2 | 2 | 0.05% | 0.14% | 0.23% | Q4 2014 | Q1 2015 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.92% | 0.93% | 0.94% | Q2 2022 | Q3 2022 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.17% | 0.43% | 0.69% | Q2 2023 | Q3 2023 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Sensato Investors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Whitaker-Myers Wealth Managers, LTD. | 1 | 1 | 3.15% | 3.15% | 3.15% | Q3 2023 | Q3 2023 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
SEI TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Wright Fund Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Forty4 Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD | 1 | 1 | 1.75% | 1.75% | 1.75% | Q1 2016 | Q1 2016 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Gramercy Funds Management LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q1 2014 | Q1 2014 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Impala Asset Management LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2015 | Q1 2015 | 1 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
JHL Capital Group LLC | 1 | 1 | 4.68% | 4.68% | 4.68% | Q1 2017 | Q1 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Choate Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
SeaBridge Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2015 | Q1 2015 | 1 |
Stockman Wealth Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
South Shore Capital Advisors | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2021 | Q3 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Tilden Park Management I LLC | 1 | 1 | 36.52% | 36.52% | 36.52% | Q3 2016 | Q3 2016 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Leibman Financial Services, Inc. | 1 | 1 | 2.65% | 2.65% | 2.65% | Q4 2023 | Q4 2023 | 1 |
SCOPIA CAPITAL MANAGEMENT LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2014 | Q3 2014 | 1 |
Duquesne Family Office | 1 | 1 | 1.82% | 1.82% | 1.82% | Q3 2016 | Q3 2016 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sciencast Management LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2017 | Q3 2017 | 1 |
KMS FINANCIAL SERVICES, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Saiers Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 3.97% | 3.97% | 3.97% | Q2 2017 | Q2 2017 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Clean Yield Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
WILMINGTON TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Opus Trading Fund LLC | 1 | 1 | 4.58% | 4.58% | 4.58% | Q2 2013 | Q2 2013 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
HHG & Company, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q1 2016 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2023 | Q3 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2015 | Q1 2015 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WADDELL & REED FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Kabarec Financial Advisors, Ltd. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2017 | Q4 2017 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Long Oar Global Investors, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2013 | Q3 2013 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Cosner Financial Group, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JS Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2014 | Q3 2014 | 1 |
Spence Asset Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2023 | Q4 2023 | 1 |
Orbis Allan Gray Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TD Ameritrade Trust Co | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2013 | Q2 2013 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2015 | Q4 2015 | 1 |
GeoSphere Capital Management, LLC | 1 | 1 | 4.08% | 4.08% | 4.08% | Q3 2014 | Q3 2014 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
ORBIS HOLDINGS LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2014 | Q1 2014 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Friedenthal Financial | 1 | 1 | 5.88% | 5.88% | 5.88% | Q3 2014 | Q3 2014 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
Ascent Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Trek Financial, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Eton Park Capital Management, L.P. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2014 | Q1 2014 | 1 |
Centiva Capital, LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2019 | Q3 2019 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Prince Street Capital Management LLC | 1 | 1 | 4.06% | 4.06% | 4.06% | Q3 2015 | Q3 2015 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2016 | Q2 2016 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
HOWARD CAPITAL MANAGEMENT | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2013 | Q1 2013 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.