Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 1 | 0.00% | 0.02% | 0.13% | Q4 2012 | Q3 2023 | 129 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 115 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 111 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 109 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.04% | 0.30% | Q2 2013 | Q3 2023 | 103 |
Citadel Advisors | 37 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 96 |
Parallax Volatility Advisers, L.P. | 19 | 16 | 0.00% | 0.02% | 0.15% | Q4 2013 | Q3 2023 | 92 |
Walleye Trading LLC | 23 | 17 | 0.00% | 0.04% | 0.28% | Q3 2013 | Q3 2023 | 90 |
WOLVERINE TRADING, LLC | 25 | 3 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 83 |
JANE STREET GROUP, LLC | 36 | 36 | 0.00% | 0.02% | 0.28% | Q4 2014 | Q3 2023 | 81 |
Twin Tree Management, LP | 10 | 2 | 0.00% | 0.09% | 0.72% | Q4 2012 | Q3 2023 | 60 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 59 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 54 |
Cutler Group LLC / CA | 10 | 7 | 0.00% | 0.01% | 0.26% | Q4 2015 | Q3 2023 | 53 |
MILLENNIUM MANAGEMENT LLC | 17 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 52 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.06% | 0.28% | Q3 2018 | Q3 2023 | 52 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.03% | 0.23% | Q2 2013 | Q2 2018 | 50 |
CenterStar Asset Management, LLC | 13 | 6 | 0.00% | 0.24% | 2.20% | Q4 2017 | Q4 2022 | 49 |
CAPITAL FUND MANAGEMENT S.A. | 13 | 8 | 0.00% | 0.11% | 0.35% | Q2 2018 | Q3 2023 | 45 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 45 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 44 |
PRIVATE TRUST CO NA | 43 | 43 | 0.01% | 0.20% | 0.38% | Q1 2013 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 43 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 43 |
ClearBridge Investments | 42 | 42 | 0.02% | 0.23% | 0.78% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.07% | 0.43% | 1.38% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.11% | 0.33% | 0.60% | Q2 2013 | Q3 2023 | 42 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 42 | 42 | 0.06% | 1.05% | 2.37% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.10% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Saturna Capital CORP | 42 | 42 | 1.07% | 2.40% | 5.08% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
GENERAL AMERICAN INVESTORS CO INC | 42 | 42 | 1.59% | 3.34% | 5.52% | Q2 2013 | Q3 2023 | 42 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Hardman Johnston Global Advisors LLC | 42 | 42 | 2.02% | 5.31% | 8.08% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.04% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.32% | 0.82% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.05% | 0.14% | 0.32% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.01% | 0.11% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Sands Capital Management | 42 | 42 | 0.96% | 2.53% | 4.59% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FRED ALGER MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.08% | 0.68% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 30 | 10 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.11% | 0.47% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.12% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.11% | 0.78% | 1.94% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.06% | 0.25% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.00% | 0.04% | 0.18% | Q1 2018 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BAMCO INC /NY/ | 41 | 41 | 0.02% | 0.04% | 0.11% | Q3 2013 | Q3 2023 | 41 |
ANDERSON HOAGLAND & CO | 41 | 41 | 0.35% | 0.77% | 1.20% | Q3 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 41 |
DUNCKER STREETT & CO INC | 25 | 16 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
PRIMECAP MANAGEMENT CO/CA/ | 27 | 14 | 0.20% | 0.32% | 0.59% | Q2 2013 | Q3 2023 | 41 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.02% | 0.18% | Q2 2015 | Q3 2023 | 41 |
FRANKLIN RESOURCES INC | 38 | 3 | 0.01% | 0.15% | 0.47% | Q2 2013 | Q3 2023 | 41 |
CREDIT SUISSE AG/ | 24 | 2 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 40 |
FIRST TRUST ADVISORS LP | 30 | 10 | 0.00% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 40 |
HUNTINGTON NATIONAL BANK | 21 | 1 | 0.00% | 0.00% | 0.02% | Q4 2012 | Q3 2023 | 40 |
FAYEZ SAROFIM & CO | 40 | 40 | 0.11% | 0.64% | 1.38% | Q4 2013 | Q3 2023 | 40 |
SG Americas Securities, LLC | 23 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 40 |
MARIETTA INVESTMENT PARTNERS LLC | 36 | 4 | 0.08% | 0.68% | 2.01% | Q2 2013 | Q3 2023 | 40 |
Eventide Asset Management | 40 | 40 | 0.56% | 1.36% | 1.90% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 39 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q4 2022 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.05% | 1.12% | 2.17% | Q2 2013 | Q4 2022 | 39 |
M&T BANK CORP | 37 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 38 |
BESSEMER GROUP INC | 33 | 1 | 0.00% | 0.17% | 0.46% | Q2 2013 | Q3 2023 | 38 |
ENTERPRISE FINANCIAL SERVICES CORP | 36 | 2 | 0.01% | 0.03% | 0.16% | Q2 2013 | Q2 2023 | 38 |
Tower Research Capital LLC (TRC) | 24 | 1 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 38 |
HighTower Advisors, LLC | 37 | 37 | 0.00% | 0.04% | 0.08% | Q3 2014 | Q3 2023 | 38 |
TRUIST FINANCIAL CORP | 19 | 18 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 37 |
Rafferty Asset Management, LLC | 28 | 1 | 0.01% | 0.40% | 1.05% | Q4 2013 | Q3 2023 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 37 | 37 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Laird Norton Wetherby Wealth Management, LLC | 32 | 1 | 0.05% | 0.18% | 0.42% | Q3 2013 | Q3 2023 | 37 |
BALYASNY ASSET MANAGEMENT L.P. | 12 | 1 | 0.00% | 0.07% | 0.45% | Q2 2013 | Q3 2023 | 37 |
NOMURA HOLDINGS INC | 10 | 1 | 0.00% | 0.01% | 0.13% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.08% | 0.23% | Q2 2013 | Q1 2022 | 36 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
WELLINGTON MANAGEMENT GROUP LLP | 28 | 2 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.20% | 0.47% | Q4 2014 | Q3 2023 | 36 |
Boston Common Asset Management, LLC | 36 | 36 | 0.01% | 0.71% | 2.13% | Q2 2013 | Q1 2022 | 36 |
Analyst IMS Investment Management Services Ltd. | 36 | 36 | 0.10% | 0.25% | 0.43% | Q4 2014 | Q3 2023 | 36 |
JACOBSON & SCHMITT ADVISORS, LLC | 36 | 36 | 1.98% | 2.83% | 3.96% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES TRUST N.A. | 33 | 2 | 0.02% | 0.05% | 0.07% | Q3 2013 | Q3 2023 | 35 |
FIFTH THIRD BANCORP | 24 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
Cubist Systematic Strategies, LLC | 10 | 1 | 0.00% | 0.03% | 0.19% | Q2 2014 | Q3 2023 | 35 |
Spot Trading L.L.C | 13 | 13 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2016 | 35 |
STIFEL FINANCIAL CORP | 34 | 34 | 0.00% | 0.07% | 0.20% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.15% | 0.27% | Q2 2015 | Q3 2023 | 34 |
TRILLIUM ASSET MANAGEMENT, LLC | 34 | 34 | 0.23% | 0.79% | 1.69% | Q2 2015 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 34 |
LOGAN CAPITAL MANAGEMENT INC | 34 | 34 | 0.03% | 0.12% | 0.28% | Q2 2015 | Q3 2023 | 34 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 33 |
QUADRANT CAPITAL GROUP LLC | 32 | 1 | 0.00% | 0.10% | 0.23% | Q2 2015 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q3 2023 | 33 |
Veritable, L.P. | 23 | 10 | 0.00% | 0.02% | 0.04% | Q4 2012 | Q2 2023 | 33 |
J.P. Morgan Private Wealth Advisors LLC | 23 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 33 |
HARDING LOEVNER LP | 26 | 1 | 0.00% | 0.42% | 1.57% | Q4 2014 | Q3 2023 | 33 |
NORGES BANK | 32 | 32 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2021 | 32 |
ROPES WEALTH ADVISORS LLC | 32 | 32 | 0.01% | 0.05% | 0.14% | Q4 2015 | Q3 2023 | 32 |
TD ASSET MANAGEMENT INC | 25 | 7 | 0.00% | 0.05% | 0.24% | Q4 2014 | Q3 2023 | 32 |
Thomas J. Herzfeld Advisors, Inc. | 23 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 32 |
SCOTIA CAPITAL INC. | 31 | 31 | 0.00% | 0.07% | 0.25% | Q1 2016 | Q3 2023 | 31 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 31 | 31 | 0.02% | 0.06% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Private Advisor Group, LLC | 19 | 1 | 0.00% | 0.03% | 0.12% | Q2 2014 | Q3 2023 | 31 |
FDx Advisors, Inc. | 21 | 1 | 0.01% | 0.19% | 0.54% | Q2 2013 | Q3 2023 | 31 |
Sandy Spring Bank | 17 | 2 | 0.00% | 0.01% | 0.11% | Q2 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
BOKF, NA | 10 | 2 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 31 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.04% | 0.10% | Q2 2014 | Q3 2023 | 31 |
Checchi Capital Advisers, LLC | 31 | 31 | 0.03% | 0.09% | 0.16% | Q1 2016 | Q3 2023 | 31 |
Avalon Investment & Advisory | 30 | 1 | 0.02% | 0.25% | 0.63% | Q1 2014 | Q1 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.05% | 0.11% | 0.32% | Q2 2013 | Q4 2020 | 31 |
MARSICO CAPITAL MANAGEMENT LLC | 19 | 3 | 0.10% | 1.76% | 4.55% | Q2 2013 | Q3 2023 | 31 |
BlackRock Inc. | 29 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 31 |
Squarepoint Ops LLC | 13 | 4 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q3 2023 | 31 |
NORTHEAST INVESTMENT MANAGEMENT | 25 | 5 | 0.02% | 0.33% | 1.22% | Q2 2013 | Q3 2023 | 30 |
JANUS HENDERSON GROUP PLC | 26 | 4 | 0.09% | 0.30% | 0.60% | Q3 2014 | Q3 2023 | 30 |
WCM INVESTMENT MANAGEMENT, LLC | 20 | 10 | 2.72% | 5.00% | 7.60% | Q1 2013 | Q3 2023 | 30 |
AMERICAN CENTURY COMPANIES INC | 16 | 6 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 30 |
D.A. DAVIDSON & CO. | 15 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 30 |
WADDELL & REED FINANCIAL INC | 27 | 3 | 0.00% | 0.42% | 1.06% | Q2 2013 | Q1 2021 | 30 |
ADVISOR PARTNERS LLC | 19 | 11 | 0.04% | 0.14% | 0.27% | Q2 2013 | Q2 2022 | 30 |
Laurion Capital Management LP | 5 | 3 | 0.00% | 0.07% | 0.73% | Q3 2019 | Q3 2023 | 30 |
Dorsey & Whitney Trust CO LLC | 30 | 30 | 0.06% | 0.12% | 0.21% | Q2 2016 | Q3 2023 | 30 |
MORGENS WATERFALL VINTIADIS & CO INC | 27 | 1 | 0.82% | 4.54% | 8.40% | Q3 2013 | Q3 2023 | 30 |
EATON VANCE MANAGEMENT | 29 | 29 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2022 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2020 | 29 |
Allianz Asset Management GmbH | 26 | 3 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q2 2022 | 29 |
Onex Canada Asset Management Inc. | 22 | 1 | 0.12% | 0.44% | 1.14% | Q2 2013 | Q3 2023 | 29 |
CIBC Asset Management Inc | 24 | 5 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 29 |
Daiwa Securities Group Inc. | 17 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 29 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 29 |
Artisan Partners Limited Partnership | 29 | 29 | 0.06% | 0.40% | 0.96% | Q3 2016 | Q3 2023 | 29 |
Advisory Services Network, LLC | 18 | 1 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q3 2023 | 29 |
Kemper Corp Master Retirement Trust | 28 | 28 | 0.29% | 1.18% | 2.43% | Q1 2014 | Q4 2020 | 28 |
Capital International Investors | 28 | 28 | 0.08% | 0.60% | 0.88% | Q4 2016 | Q3 2023 | 28 |
THORNBURG INVESTMENT MANAGEMENT INC | 20 | 8 | 0.00% | 0.38% | 0.71% | Q2 2013 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.06% | 0.09% | 0.16% | Q2 2013 | Q1 2020 | 28 |
Capital International Sarl | 28 | 28 | 0.04% | 0.41% | 0.96% | Q4 2016 | Q3 2023 | 28 |
Capital International, Inc./CA/ | 28 | 28 | 0.08% | 1.48% | 2.70% | Q4 2016 | Q3 2023 | 28 |
CAPITAL INTERNATIONAL LTD /CA/ | 28 | 28 | 0.19% | 0.50% | 0.87% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
HSBC HOLDINGS PLC | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.03% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Capital World Investors | 28 | 28 | 0.01% | 0.77% | 1.03% | Q4 2016 | Q3 2023 | 28 |
REILLY FINANCIAL ADVISORS, LLC | 20 | 2 | 0.00% | 0.08% | 0.20% | Q3 2014 | Q4 2021 | 28 |
Capital Research Global Investors | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
1832 Asset Management L.P. | 28 | 28 | 0.00% | 0.18% | 0.52% | Q4 2016 | Q3 2023 | 28 |
Minerva Advisors LLC | 28 | 28 | 0.16% | 0.63% | 1.12% | Q2 2013 | Q1 2020 | 28 |
Smithfield Trust Co | 22 | 2 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 28 |
Main Street Research LLC | 19 | 9 | 0.06% | 2.00% | 4.79% | Q2 2013 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.04% | 0.14% | 0.29% | Q1 2017 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.10% | 0.15% | 0.24% | Q4 2016 | Q3 2023 | 27 |
Mirae Asset Global Investments Co., Ltd. | 27 | 27 | 0.01% | 0.22% | 0.52% | Q1 2017 | Q3 2023 | 27 |
FIRST MERCANTILE TRUST CO | 12 | 6 | 0.06% | 0.14% | 0.21% | Q2 2013 | Q3 2021 | 27 |
CIBC Private Wealth Group, LLC | 27 | 27 | 0.01% | 0.13% | 0.31% | Q1 2017 | Q3 2023 | 27 |
Stanley Capital Management, LLC | 23 | 4 | 0.05% | 3.09% | 4.22% | Q4 2014 | Q3 2023 | 27 |
TORONTO DOMINION BANK | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.07% | 0.13% | Q1 2017 | Q3 2023 | 27 |
Atria Investments, Inc | 27 | 27 | 0.02% | 0.12% | 0.24% | Q1 2017 | Q3 2023 | 27 |
ALLIANCEBERNSTEIN L.P. | 21 | 1 | 0.00% | 0.15% | 0.35% | Q2 2013 | Q3 2023 | 27 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 3 | 0.00% | 0.05% | 0.16% | Q3 2015 | Q3 2023 | 27 |
Tortoise Investment Management, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Raymond James Financial Services Advisors, Inc. | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
XR Securities LLC | 11 | 1 | 0.02% | 0.26% | 1.88% | Q1 2019 | Q3 2023 | 26 |
PARSONS CAPITAL MANAGEMENT INC/RI | 13 | 13 | 0.06% | 0.13% | 0.22% | Q1 2017 | Q3 2023 | 26 |
MCKINLEY CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.08% | 0.20% | Q2 2017 | Q3 2023 | 26 |
MACKENZIE FINANCIAL CORP | 13 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 26 |
WHITTIER TRUST CO OF NEVADA INC | 26 | 26 | 0.00% | 0.15% | 0.35% | Q2 2017 | Q3 2023 | 26 |
Segment Wealth Management, LLC | 23 | 23 | 0.00% | 0.36% | 1.68% | Q1 2018 | Q3 2023 | 26 |
JARISLOWSKY, FRASER Ltd | 26 | 26 | 0.00% | 0.06% | 0.13% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.16% | 0.29% | 0.43% | Q3 2016 | Q3 2023 | 26 |
First Horizon Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.04% | Q2 2012 | Q3 2023 | 25 |
Allworth Financial LP | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 13 | 12 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2019 | 25 |
TIVERTON ASSET MANAGEMENT LLC | 13 | 12 | 0.11% | 0.34% | 0.92% | Q2 2013 | Q3 2019 | 25 |
Carmichael Hill & Associates, Inc. | 13 | 13 | 0.01% | 0.05% | 0.15% | Q3 2020 | Q3 2023 | 25 |
REGIONS FINANCIAL CORP | 12 | 3 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 25 |
GREENLEAF TRUST | 25 | 25 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
BROWN ADVISORY INC | 14 | 1 | 0.00% | 0.07% | 0.33% | Q2 2015 | Q3 2023 | 25 |
HMS Capital Management, LLC | 17 | 1 | 0.03% | 0.64% | 1.35% | Q3 2018 | Q3 2023 | 25 |
Legal & General Group Plc | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
MUFG Americas Holdings Corp | 14 | 11 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2022 | 25 |
COLDSTREAM CAPITAL MANAGEMENT INC | 13 | 1 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 25 |
SUNTRUST BANKS INC | 19 | 6 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2019 | 25 |
MISSION WEALTH MANAGEMENT, LP | 18 | 2 | 0.01% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 25 |
Ameritas Investment Partners, Inc. | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
BANK HAPOALIM BM | 24 | 24 | 0.08% | 0.27% | 0.46% | Q4 2017 | Q3 2023 | 24 |
RWA WEALTH PARTNERS, LLC | 23 | 1 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 24 |
ProShare Advisors LLC | 24 | 24 | 0.04% | 0.11% | 0.21% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.63% | 1.33% | 2.07% | Q4 2017 | Q3 2023 | 24 |
BROWN BROTHERS HARRIMAN & CO | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q3 2023 | 24 |
Valeo Financial Advisors, LLC | 15 | 9 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 24 |
PUTNAM INVESTMENTS LLC | 22 | 2 | 0.01% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 24 |
Hansberger Growth Investors, LP | 24 | 24 | 4.99% | 9.45% | 15.22% | Q4 2014 | Q3 2020 | 24 |
FEDERATED HERMES, INC. | 19 | 5 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q3 2023 | 24 |
FARMERS & MERCHANTS INVESTMENTS INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 24 |
TCW GROUP INC | 23 | 23 | 0.24% | 1.20% | 1.87% | Q1 2018 | Q3 2023 | 23 |
ARS Investment Partners, LLC | 23 | 23 | 0.06% | 0.19% | 0.28% | Q1 2018 | Q3 2023 | 23 |
Covenant Asset Management, LLC | 14 | 14 | 0.13% | 1.42% | 2.55% | Q2 2020 | Q3 2023 | 23 |
Tikvah Management LLC | 23 | 23 | 0.58% | 0.76% | 0.90% | Q1 2014 | Q3 2019 | 23 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.09% | 0.41% | Q4 2013 | Q3 2023 | 23 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17 | 2 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 23 |
CWM, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 23 |
SHELTON CAPITAL MANAGEMENT | 23 | 23 | 0.07% | 0.37% | 0.79% | Q1 2018 | Q3 2023 | 23 |
EVERGREEN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
GRIFFIN ASSET MANAGEMENT, INC. | 23 | 23 | 0.17% | 0.49% | 1.50% | Q1 2018 | Q3 2023 | 23 |
LAZARD ASSET MANAGEMENT LLC | 23 | 23 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 23 |
BRINKER CAPITAL INC | 12 | 1 | 0.03% | 0.05% | 0.18% | Q2 2013 | Q2 2020 | 23 |
Quantitative Investment Management, LLC | 5 | 1 | 0.02% | 0.10% | 0.40% | Q2 2013 | Q2 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.27% | 0.63% | 0.99% | Q1 2018 | Q3 2023 | 23 |
Mitsubishi UFJ Asset Management Co., Ltd. | 23 | 23 | 0.01% | 0.06% | 0.22% | Q1 2018 | Q3 2023 | 23 |
JENNISON ASSOCIATES LLC | 20 | 3 | 0.00% | 0.17% | 0.86% | Q4 2017 | Q3 2023 | 23 |
Fortis Advisors, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.04% | 0.17% | Q1 2018 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
CIBC WORLD MARKET INC. | 17 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 22 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 13 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 22 |
Harvest Fund Management Co., Ltd | 15 | 7 | 0.03% | 0.47% | 2.77% | Q1 2018 | Q3 2023 | 22 |
Lester Murray Antman dba SimplyRich | 18 | 4 | 0.18% | 0.38% | 0.64% | Q4 2017 | Q3 2023 | 22 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.02% | 0.15% | 0.33% | Q1 2017 | Q2 2022 | 22 |
Parkside Financial Bank & Trust | 16 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 22 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Ninety One UK Ltd | 22 | 22 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
FineMark National Bank & Trust | 12 | 1 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 22 |
Cable Hill Partners, LLC | 10 | 2 | 0.00% | 0.06% | 0.33% | Q3 2015 | Q3 2023 | 22 |
Winslow Capital Management, LLC | 14 | 1 | 0.00% | 1.69% | 2.89% | Q1 2014 | Q3 2023 | 22 |
EASTERN BANK | 19 | 3 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 22 |
BALDWIN BROTHERS LLC/MA | 18 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2023 | 22 |
BANK OF NOVA SCOTIA | 13 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
180 WEALTH ADVISORS, LLC | 22 | 22 | 0.09% | 0.14% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Pacer Advisors, Inc. | 7 | 1 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 22 |
KEYBANK NATIONAL ASSOCIATION/OH | 15 | 7 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 22 |
BLAIR WILLIAM & CO/IL | 19 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 22 |
NOMURA ASSET MANAGEMENT CO LTD | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Snowden Capital Advisors LLC | 14 | 8 | 0.03% | 0.10% | 0.18% | Q1 2018 | Q3 2023 | 22 |
OLD NATIONAL BANCORP /IN/ | 14 | 2 | 0.02% | 0.20% | 0.40% | Q2 2013 | Q3 2023 | 21 |
ALTFEST L J & CO INC | 21 | 21 | 0.08% | 0.20% | 0.43% | Q3 2018 | Q3 2023 | 21 |
FLAGSHIP HARBOR ADVISORS, LLC | 17 | 4 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
DUBUQUE BANK & TRUST CO | 21 | 21 | 0.13% | 0.27% | 0.37% | Q1 2017 | Q1 2022 | 21 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 17 | 1 | 0.00% | 0.43% | 1.34% | Q1 2017 | Q3 2023 | 21 |
CREDIT AGRICOLE S A | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
BRADLEY FOSTER & SARGENT INC/CT | 12 | 1 | 0.01% | 0.13% | 0.44% | Q2 2013 | Q3 2023 | 21 |
Plante Moran Financial Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.84% | 2.25% | 3.88% | Q3 2018 | Q3 2023 | 21 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Johnson Financial Group, Inc. | 16 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 21 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.03% | 0.13% | Q4 2014 | Q3 2023 | 21 |
Nan Shan Life Insurance Co., Ltd. | 15 | 6 | 0.15% | 0.62% | 1.60% | Q1 2018 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2022 | 21 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 21 |
Connor, Clark & Lunn Investment Management Ltd. | 15 | 2 | 0.00% | 0.05% | 0.37% | Q1 2017 | Q3 2023 | 21 |
HOWE & RUSLING INC | 19 | 2 | 0.00% | 0.02% | 0.24% | Q1 2018 | Q3 2023 | 21 |
CHARTWELL INVESTMENT PARTNERS, LLC | 21 | 21 | 0.04% | 0.14% | 0.26% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.15% | Q3 2018 | Q3 2023 | 21 |
Rehmann Capital Advisory Group | 14 | 7 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
MGO ONE SEVEN LLC | 17 | 1 | 0.02% | 0.13% | 0.27% | Q4 2017 | Q3 2023 | 20 |
Centiva Capital, LP | 10 | 1 | 0.01% | 0.10% | 0.39% | Q4 2018 | Q4 2022 | 20 |
THOMAS WHITE INTERNATIONAL LTD | 14 | 2 | 0.42% | 0.64% | 0.98% | Q2 2013 | Q2 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.13% | 0.32% | Q4 2018 | Q3 2023 | 20 |
PARK AVENUE SECURITIES LLC | 20 | 20 | 0.02% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Harel Insurance Investments & Financial Services Ltd. | 15 | 5 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.06% | 0.08% | Q4 2015 | Q3 2020 | 20 |
State of Tennessee, Treasury Department | 20 | 20 | 0.08% | 0.15% | 0.25% | Q4 2018 | Q3 2023 | 20 |
TUDOR INVESTMENT CORP ET AL | 16 | 16 | 0.01% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.04% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 20 |
EQUITABLE TRUST CO | 20 | 20 | 0.29% | 0.55% | 0.87% | Q4 2018 | Q3 2023 | 20 |
CONNABLE OFFICE INC | 20 | 20 | 0.12% | 0.24% | 0.33% | Q4 2018 | Q3 2023 | 20 |
NEXT Financial Group, Inc | 7 | 1 | 0.00% | 0.02% | 0.18% | Q2 2014 | Q4 2021 | 20 |
Geneos Wealth Management Inc. | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
PARK NATIONAL CORP /OH/ | 20 | 20 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q3 2022 | 20 |
Cambridge Investment Research Advisors, Inc. | 19 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 20 |
Archford Capital Strategies, LLC | 13 | 2 | 0.00% | 0.02% | 0.09% | Q1 2014 | Q3 2023 | 20 |
RELIANCE TRUST CO OF DELAWARE | 10 | 1 | 0.07% | 0.14% | 0.24% | Q2 2013 | Q1 2019 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.02% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 19 |
TOWNSQUARE CAPITAL LLC | 19 | 19 | 0.03% | 0.09% | 0.20% | Q1 2019 | Q3 2023 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.24% | 0.58% | Q4 2016 | Q3 2023 | 19 |
UNIO CAPITAL LLC | 19 | 19 | 0.16% | 3.17% | 5.22% | Q1 2019 | Q3 2023 | 19 |
Avior Wealth Management, LLC | 18 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 19 |
Cedar Brook Financial Partners, LLC | 19 | 19 | 0.18% | 0.23% | 0.31% | Q1 2019 | Q3 2023 | 19 |
Janney Montgomery Scott LLC | 19 | 19 | 0.01% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Quantbot Technologies LP | 10 | 1 | 0.00% | 0.23% | 0.65% | Q4 2013 | Q3 2023 | 19 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.19% | 0.80% | Q2 2013 | Q3 2023 | 19 |
SIMON QUICK ADVISORS, LLC | 14 | 2 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 19 |
WEATHERLY ASSET MANAGEMENT L. P. | 19 | 19 | 0.04% | 0.38% | 0.80% | Q1 2019 | Q3 2023 | 19 |
Cerity Partners LLC | 12 | 1 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 19 |
Allred Capital Management, LLC | 19 | 19 | 0.14% | 0.31% | 0.45% | Q1 2019 | Q3 2023 | 19 |
PINNACLE FINANCIAL PARTNERS INC | 17 | 1 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2020 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.04% | 0.12% | 0.21% | Q4 2017 | Q2 2022 | 19 |
Russell Investments Group, Ltd. | 15 | 4 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 19 |
Solstein Capital, LLC | 14 | 4 | 0.03% | 4.10% | 32.20% | Q1 2018 | Q3 2023 | 19 |
Covenant Partners, LLC | 19 | 19 | 0.60% | 0.81% | 1.08% | Q1 2019 | Q3 2023 | 19 |
Schonfeld Strategic Advisors LLC | 16 | 1 | 0.01% | 0.09% | 0.22% | Q4 2018 | Q3 2023 | 19 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 12 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2019 | 19 |
IHT Wealth Management, LLC | 13 | 6 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 19 |
Armor Investment Advisors, LLC | 12 | 2 | 0.18% | 0.28% | 0.38% | Q1 2018 | Q3 2023 | 19 |
Arden Trust Co | 19 | 19 | 0.04% | 0.22% | 0.40% | Q2 2019 | Q4 2023 | 19 |
NAVELLIER & ASSOCIATES INC | 13 | 3 | 0.00% | 0.34% | 1.71% | Q3 2012 | Q3 2020 | 19 |
Pinnacle Wealth Planning Services, Inc. | 19 | 19 | 0.13% | 0.26% | 0.36% | Q1 2019 | Q3 2023 | 19 |
Balentine LLC | 12 | 1 | 0.00% | 0.04% | 0.13% | Q1 2015 | Q3 2023 | 19 |
Prestige Wealth Management Group LLC | 17 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 18 |
CAAS CAPITAL MANAGEMENT LP | 6 | 1 | 0.03% | 0.48% | 0.92% | Q4 2021 | Q3 2023 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.09% | 0.24% | 0.36% | Q1 2019 | Q3 2023 | 18 |
Qube Research & Technologies Ltd | 6 | 2 | 0.02% | 0.14% | 0.64% | Q3 2018 | Q3 2023 | 18 |
MAI Capital Management | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
VANGUARD GROUP INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
SAL Trading, LLC | 8 | 8 | 0.94% | 5.16% | 11.53% | Q4 2021 | Q3 2023 | 18 |
FIRST HAWAIIAN BANK | 14 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q2 2023 | 18 |
INTEGRAL DERIVATIVES, LLC | 6 | 2 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q1 2018 | 18 |
Perkins Coie Trust Co | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Cox Capital Mgt LLC | 16 | 1 | 0.18% | 0.72% | 2.11% | Q2 2018 | Q3 2023 | 18 |
BNP Paribas Asset Management Holding S.A. | 18 | 18 | 0.01% | 0.12% | 0.24% | Q3 2016 | Q4 2020 | 18 |
BAILARD, INC. | 18 | 18 | 0.08% | 0.17% | 0.24% | Q2 2019 | Q3 2023 | 18 |
TrinityPoint Wealth, LLC | 18 | 18 | 0.07% | 0.09% | 0.11% | Q2 2019 | Q3 2023 | 18 |
CIBC WORLD MARKETS CORP | 12 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 18 |
Barrett Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 18 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15 | 3 | 0.15% | 0.24% | 0.45% | Q1 2019 | Q3 2023 | 18 |
PRUDENTIAL FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Ballentine Partners, LLC | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Dorsey Wright & Associates | 12 | 3 | 0.11% | 1.37% | 2.57% | Q1 2018 | Q3 2023 | 18 |
Covington Capital Management | 18 | 18 | 0.04% | 0.17% | 0.27% | Q2 2018 | Q3 2022 | 18 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 12 | 1 | 0.00% | 0.02% | 0.09% | Q2 2015 | Q3 2023 | 18 |
USA FINANCIAL FORMULAS | 9 | 2 | 0.00% | 0.29% | 1.41% | Q3 2017 | Q3 2023 | 18 |
HBK Sorce Advisory LLC | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Legacy Financial Advisors, Inc. | 12 | 6 | 0.01% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 18 |
Banco de Sabadell, S.A | 17 | 1 | 0.13% | 0.60% | 2.27% | Q4 2017 | Q3 2022 | 18 |
RHUMBLINE ADVISERS | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 18 |
First Personal Financial Services | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 17 |
Glassman Wealth Services | 16 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 17 |
Capula Management Ltd | 6 | 1 | 0.05% | 0.26% | 1.28% | Q2 2019 | Q3 2023 | 17 |
Red Spruce Capital, LLC | 17 | 17 | 1.86% | 2.24% | 2.59% | Q4 2019 | Q4 2023 | 17 |
Susquehanna International Securities, Ltd. | 7 | 3 | 0.33% | 4.40% | 18.35% | Q1 2019 | Q3 2023 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.24% | 0.42% | 0.67% | Q3 2019 | Q3 2023 | 17 |
JAG CAPITAL MANAGEMENT, LLC | 15 | 2 | 0.11% | 1.64% | 3.12% | Q1 2015 | Q3 2023 | 17 |
INTRUST BANK NA | 17 | 17 | 0.06% | 0.20% | 0.25% | Q3 2019 | Q3 2023 | 17 |
ATLAS CAPITAL ADVISORS LLC | 14 | 3 | 0.02% | 0.08% | 0.16% | Q1 2018 | Q3 2023 | 17 |
EAGLE GLOBAL ADVISORS LLC | 17 | 17 | 0.13% | 0.49% | 0.66% | Q3 2019 | Q3 2023 | 17 |
JNBA Financial Advisors | 15 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2022 | 17 |
Calamos Advisors LLC | 16 | 1 | 0.04% | 0.08% | 0.13% | Q4 2017 | Q3 2023 | 17 |
CASTLEARK MANAGEMENT LLC | 17 | 17 | 0.47% | 1.32% | 1.66% | Q3 2019 | Q3 2023 | 17 |
Clarius Group, LLC | 17 | 17 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Proficio Capital Partners LLC | 17 | 17 | 0.01% | 0.03% | 0.08% | Q4 2015 | Q4 2019 | 17 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 17 |
Westover Capital Advisors, LLC | 17 | 17 | 0.20% | 0.45% | 0.65% | Q3 2019 | Q3 2023 | 17 |
OneDigital Investment Advisors LLC | 12 | 5 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.06% | 0.13% | 0.19% | Q2 2013 | Q2 2017 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.36% | 0.54% | 0.83% | Q2 2017 | Q2 2021 | 17 |
LVW Advisors, LLC | 17 | 17 | 0.07% | 0.26% | 0.40% | Q3 2019 | Q3 2023 | 17 |
McGuire Investment Group, LLC | 17 | 17 | 0.12% | 1.10% | 1.90% | Q3 2019 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.13% | 0.15% | 0.18% | Q2 2013 | Q2 2017 | 17 |
CULLEN/FROST BANKERS, INC. | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 1 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SAGE RHINO CAPITAL LLC | 16 | 16 | 0.14% | 0.20% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Elite Wealth Management, Inc. | 15 | 1 | 0.00% | 0.39% | 0.93% | Q4 2013 | Q3 2023 | 16 |
Integrated Investment Consultants, LLC | 16 | 16 | 0.10% | 0.23% | 0.37% | Q3 2019 | Q2 2023 | 16 |
TCI Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2023 | 16 |
Asset Dedication, LLC | 16 | 16 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2020 | 16 |
Caprock Group, LLC | 16 | 16 | 0.05% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
FIRST MANHATTAN CO. LLC. | 12 | 1 | 0.00% | 0.13% | 0.57% | Q4 2017 | Q3 2023 | 16 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 16 |
NORTH STAR ASSET MANAGEMENT INC | 16 | 16 | 0.08% | 0.73% | 1.16% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.27% | 0.35% | 0.45% | Q4 2019 | Q3 2023 | 16 |
McIlrath & Eck, LLC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Cornerstone Advisors, Inc. | 16 | 16 | 0.00% | 0.04% | 0.12% | Q3 2015 | Q2 2019 | 16 |
Weiss Multi-Strategy Advisers LLC | 12 | 3 | 0.03% | 0.27% | 0.54% | Q3 2019 | Q2 2023 | 16 |
HighTower Trust Company, N.A. | 16 | 16 | 0.06% | 0.77% | 1.36% | Q2 2019 | Q1 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.21% | 0.33% | 0.46% | Q4 2019 | Q3 2023 | 16 |
MAR VISTA INVESTMENT PARTNERS LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
PITTENGER & ANDERSON INC | 16 | 16 | 0.00% | 0.56% | 1.12% | Q4 2019 | Q3 2023 | 16 |
CENTAURUS FINANCIAL, INC. | 14 | 1 | 0.00% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 16 |
Qtron Investments LLC | 16 | 16 | 0.28% | 0.49% | 0.75% | Q4 2019 | Q3 2023 | 16 |
CAPSTONE INVESTMENT ADVISORS, LLC | 7 | 1 | 0.00% | 0.02% | 0.10% | Q2 2020 | Q3 2023 | 16 |
Harrington Investments, INC | 9 | 3 | 0.09% | 0.17% | 0.23% | Q1 2018 | Q3 2023 | 16 |
AMP Capital Investors Ltd | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2021 | 16 |
Nicholas Investment Partners, LP | 15 | 1 | 0.09% | 0.34% | 0.66% | Q1 2018 | Q3 2023 | 16 |
Lenox Wealth Advisors, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.01% | 0.06% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Point72 Asset Management, L.P. | 8 | 1 | 0.02% | 0.08% | 0.28% | Q2 2014 | Q3 2023 | 16 |
Calamos Wealth Management LLC | 15 | 15 | 0.10% | 0.21% | 0.31% | Q1 2020 | Q3 2023 | 15 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 14 | 1 | 0.00% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 15 |
Optas, LLC | 14 | 1 | 0.09% | 0.13% | 0.15% | Q4 2019 | Q3 2023 | 15 |
Jacobi Capital Management LLC | 15 | 15 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Yorktown Management & Research Co Inc | 8 | 1 | 0.04% | 0.19% | 0.33% | Q3 2013 | Q2 2023 | 15 |
HAP Trading, LLC | 9 | 1 | 0.01% | 0.05% | 0.30% | Q4 2020 | Q2 2023 | 15 |
GAMCO INVESTORS, INC. ET AL | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Financial Gravity Asset Management, Inc. | 9 | 3 | 0.04% | 0.23% | 1.32% | Q1 2018 | Q3 2023 | 15 |
JCIC Asset Management Inc. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Partners, LTD. | 12 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 15 |
Wellington Shields Capital Management, LLC | 14 | 1 | 0.03% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 15 |
TOTH FINANCIAL ADVISORY CORP | 13 | 2 | 0.01% | 0.03% | 0.14% | Q3 2019 | Q3 2023 | 15 |
Clearwater Capital Advisors, LLC | 14 | 1 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 15 |
ELCO Management Co., LLC | 12 | 1 | 0.11% | 0.30% | 0.55% | Q1 2018 | Q4 2022 | 15 |
AFT, FORSYTH & COMPANY, INC. | 14 | 1 | 0.16% | 0.39% | 0.58% | Q3 2018 | Q3 2023 | 15 |
BSW Wealth Partners | 14 | 1 | 0.10% | 0.25% | 0.36% | Q3 2018 | Q3 2023 | 15 |
Pinion Investment Advisors, LLC | 15 | 15 | 0.51% | 0.67% | 0.85% | Q1 2020 | Q3 2023 | 15 |
Central Asset Investments & Management Holdings (HK) Ltd | 11 | 1 | 0.24% | 1.86% | 4.10% | Q1 2018 | Q3 2023 | 15 |
Chicago Partners Investment Group LLC | 7 | 2 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 15 |
Geller Advisors LLC | 15 | 15 | 0.04% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 15 |
NVWM, LLC | 15 | 15 | 0.00% | 0.32% | 0.43% | Q1 2020 | Q3 2023 | 15 |
SMITH SHELLNUT WILSON LLC /ADV | 14 | 1 | 0.09% | 0.22% | 0.29% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Lido Advisors, LLC | 14 | 1 | 0.01% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 15 |
FIRST CITIZENS BANK & TRUST CO | 13 | 2 | 0.01% | 0.07% | 0.18% | Q1 2015 | Q1 2023 | 15 |
PRELUDE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.03% | 0.09% | Q1 2014 | Q2 2023 | 15 |
CLEAR STREET MARKETS LLC | 8 | 1 | 0.00% | 0.14% | 0.58% | Q1 2016 | Q3 2023 | 15 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Penobscot Investment Management Company, Inc. | 14 | 1 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 15 |
Baystate Wealth Management LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 15 |
COLONY GROUP LLC | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
GABELLI FUNDS LLC | 15 | 15 | 0.05% | 0.16% | 0.24% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q4 2016 | 15 |
Wealth Alliance | 15 | 15 | 0.18% | 0.33% | 0.49% | Q1 2020 | Q3 2023 | 15 |
WRAPMANAGER INC | 12 | 3 | 0.10% | 0.18% | 0.29% | Q2 2019 | Q3 2023 | 15 |
Allen Investment Management, LLC | 15 | 15 | 0.10% | 0.16% | 0.22% | Q1 2020 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.24% | 0.59% | Q1 2020 | Q3 2023 | 15 |
STEPHENS INC /AR/ | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
GUARDIAN CAPITAL LP | 14 | 1 | 0.01% | 0.07% | 0.43% | Q3 2013 | Q3 2023 | 15 |
Paradigm Financial Partners, LLC | 15 | 15 | 0.26% | 0.63% | 0.93% | Q1 2020 | Q3 2023 | 15 |
JAMES INVESTMENT RESEARCH INC | 15 | 15 | 0.00% | 0.86% | 1.64% | Q1 2020 | Q3 2023 | 15 |
COMMERCE BANK | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
FinTrust Capital Advisors, LLC | 13 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.11% | 0.21% | 0.37% | Q1 2020 | Q3 2023 | 15 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.12% | 0.29% | Q4 2017 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.01% | 0.08% | 0.26% | Q2 2020 | Q4 2023 | 15 |
VICTORY CAPITAL MANAGEMENT INC | 14 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
B. Riley Wealth Advisors, Inc. | 13 | 1 | 0.00% | 0.11% | 0.19% | Q2 2014 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.01% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Dougherty Wealth Advisers LLC | 14 | 14 | 0.09% | 0.15% | 0.22% | Q4 2018 | Q1 2022 | 14 |
A.R.T. Advisors, LLC | 6 | 1 | 0.03% | 0.94% | 11.97% | Q4 2013 | Q2 2021 | 14 |
Venturi Wealth Management, LLC | 14 | 14 | 0.09% | 0.12% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Hudock, Inc. | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.02% | 0.07% | 0.14% | Q2 2017 | Q3 2020 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Diversified Trust Co | 4 | 1 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q4 2023 | 14 |
Geneva Advisors, LLC | 14 | 14 | 0.04% | 0.06% | 0.09% | Q1 2014 | Q2 2017 | 14 |
Laffer Tengler Investments, Inc. | 14 | 14 | 0.02% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Royal Harbor Partners, LLC | 14 | 14 | 0.53% | 0.77% | 1.08% | Q1 2020 | Q2 2023 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.07% | 0.13% | 0.19% | Q2 2020 | Q3 2023 | 14 |
TWO SIGMA ADVISERS, LP | 8 | 1 | 0.00% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 14 |
RMR Wealth Builders | 7 | 1 | 0.19% | 0.46% | 1.04% | Q4 2019 | Q3 2023 | 14 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 14 |
FIDUCIARY TRUST CO | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Cetera Investment Advisers | 12 | 2 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 14 |
Sheaff Brock Investment Advisors, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Icon Wealth Partners, LLC | 8 | 1 | 0.01% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 14 |
Advisor OS, LLC | 14 | 14 | 0.10% | 0.20% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Virtu KCG Holdings LLC | 11 | 2 | 0.01% | 0.08% | 0.75% | Q3 2013 | Q4 2016 | 14 |
SVB WEALTH LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
BlackRock Fund Advisors | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 14 |
PITCAIRN CO | 10 | 4 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 14 |
Williams Jones Wealth Management, LLC. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BBVA USA Bancshares, Inc. | 7 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2021 | 14 |
MEITAV INVESTMENT HOUSE LTD | 8 | 2 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
Summit X, LLC | 14 | 14 | 0.09% | 0.24% | 0.44% | Q1 2020 | Q2 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
ADIRONDACK TRUST CO | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Financial Advocates Investment Management | 14 | 14 | 0.02% | 0.08% | 0.17% | Q2 2020 | Q3 2023 | 14 |
BURNEY CO/ | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Anchor Investment Management, LLC | 14 | 14 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q4 2023 | 14 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 14 |
Keudell/Morrison Wealth Management | 14 | 14 | 0.11% | 0.19% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Stonebridge Capital Advisors LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
GM Advisory Group, LLC | 14 | 14 | 0.03% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
WRIGHT INVESTORS SERVICE INC | 12 | 2 | 0.08% | 0.37% | 0.72% | Q2 2013 | Q3 2017 | 14 |
Integrated Wealth Concepts LLC | 8 | 6 | 0.02% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 14 |
Chevy Chase Trust Holdings, LLC | 14 | 14 | 0.09% | 0.29% | 0.41% | Q2 2020 | Q3 2023 | 14 |
Janney Capital Management LLC | 14 | 14 | 0.01% | 0.05% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Great Diamond Partners, LLC | 14 | 14 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
ROMAN BUTLER FULLERTON & CO | 10 | 4 | 0.18% | 0.62% | 1.10% | Q1 2020 | Q3 2023 | 14 |
STRS OHIO | 7 | 3 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 14 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 13 | 1 | 0.07% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 14 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q4 2016 | 14 |
Azimuth Capital Management LLC | 14 | 14 | 0.13% | 0.43% | 0.60% | Q4 2018 | Q1 2022 | 14 |
MSI Financial Services Inc | 8 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 13 |
McLean Asset Management Corp | 13 | 13 | 0.09% | 0.18% | 0.36% | Q4 2020 | Q4 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Impax Asset Management Group plc | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 13 | 13 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Ninety One North America, Inc. | 13 | 13 | 0.11% | 0.17% | 0.23% | Q3 2020 | Q3 2023 | 13 |
MAPLELANE CAPITAL, LLC | 4 | 1 | 0.00% | 0.88% | 3.68% | Q2 2014 | Q3 2022 | 13 |
WESTWOOD HOLDINGS GROUP INC | 10 | 3 | 0.00% | 0.27% | 0.73% | Q2 2019 | Q3 2023 | 13 |
VALLEY NATIONAL ADVISERS INC | 11 | 1 | 0.00% | 0.05% | 0.14% | Q2 2018 | Q3 2023 | 13 |
BECK CAPITAL MANAGEMENT, LLC | 9 | 4 | 0.52% | 0.95% | 1.52% | Q2 2020 | Q3 2023 | 13 |
Jackson, Grant Investment Advisers, Inc. | 12 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.04% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Prospera Financial Services Inc | 13 | 13 | 0.00% | 0.09% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.06% | 0.40% | Q1 2015 | Q3 2018 | 13 |
OneAscent Financial Services LLC | 6 | 1 | 0.07% | 0.45% | 0.99% | Q2 2019 | Q3 2023 | 13 |
Natixis Investment Managers International | 7 | 6 | 0.00% | 0.06% | 0.16% | Q2 2017 | Q3 2023 | 13 |
GROUP ONE TRADING, L.P. | 12 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 13 |
BANK OF NOVA SCOTIA TRUST CO | 12 | 1 | 0.01% | 0.06% | 0.10% | Q3 2017 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.12% | 0.33% | Q3 2020 | Q3 2023 | 13 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Larson Financial Group LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Belpointe Asset Management LLC | 12 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 13 |
BBR PARTNERS, LLC | 6 | 1 | 0.02% | 0.31% | 0.79% | Q1 2018 | Q2 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Penserra Capital Management LLC | 13 | 13 | 0.02% | 0.07% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
MITCHELL SINKLER & STARR/PA | 13 | 13 | 0.14% | 0.26% | 0.52% | Q3 2020 | Q3 2023 | 13 |
CANADA PENSION PLAN INVESTMENT BOARD | 7 | 1 | 0.01% | 0.15% | 0.41% | Q4 2013 | Q2 2021 | 13 |
Bowie Capital Management, LLC | 13 | 13 | 0.35% | 0.88% | 1.77% | Q3 2020 | Q3 2023 | 13 |
FNY Investment Advisers, LLC | 4 | 1 | 0.00% | 0.79% | 2.45% | Q2 2018 | Q3 2023 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Harbour Capital Advisors, LLC | 12 | 1 | 0.07% | 0.11% | 0.17% | Q2 2018 | Q4 2023 | 13 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 5 | 0.02% | 0.50% | 1.94% | Q2 2020 | Q3 2023 | 13 |
Ellis Investment Partners, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 9 | 1 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 12 |
Clean Yield Group | 10 | 1 | 0.00% | 0.02% | 0.02% | Q3 2016 | Q3 2023 | 12 |
Sequoia Financial Advisors, LLC | 8 | 4 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
ExodusPoint Capital Management, LP | 9 | 3 | 0.02% | 0.11% | 0.20% | Q4 2019 | Q4 2022 | 12 |
Cetera Advisors LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Opal Wealth Advisors, LLC | 12 | 12 | 0.13% | 0.23% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Global Trust Asset Management, LLC | 12 | 12 | 0.02% | 0.10% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Abbrea Capital, LLC | 12 | 12 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Paradiem, LLC | 12 | 12 | 0.25% | 0.40% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Winch Advisory Services, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MOODY NATIONAL BANK TRUST DIVISION | 8 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.30% | 0.40% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Prudent Man Advisors, LLC | 8 | 4 | 0.12% | 0.15% | 0.23% | Q2 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
SEGALL BRYANT & HAMILL, LLC | 12 | 12 | 0.24% | 0.32% | 0.43% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.09% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 12 | 12 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Grove Bank & Trust | 8 | 4 | 0.01% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2021 | 12 |
MAVERICK CAPITAL LTD | 10 | 1 | 0.01% | 0.13% | 0.26% | Q2 2013 | Q2 2023 | 12 |
Integrated Advisors Network LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
DUPONT CAPITAL MANAGEMENT CORP | 9 | 3 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q1 2022 | 12 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 9 | 1 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2022 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.10% | 0.17% | 0.25% | Q3 2020 | Q3 2023 | 12 |
Horizon Investments, LLC | 12 | 12 | 0.01% | 0.05% | 0.49% | Q4 2020 | Q3 2023 | 12 |
CAMBIAR INVESTORS LLC | 12 | 12 | 0.01% | 2.67% | 4.22% | Q1 2019 | Q4 2021 | 12 |
People's United Financial, Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2022 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.34% | 0.57% | 1.04% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Keel Point, LLC | 12 | 12 | 0.02% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 12 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 2 | 0.01% | 0.04% | 0.36% | Q3 2014 | Q3 2023 | 12 |
Matterhorn Capital Management, LLC | 12 | 12 | 0.44% | 1.19% | 1.66% | Q4 2013 | Q3 2016 | 12 |
Independent Advisor Alliance | 9 | 3 | 0.02% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Catalyst Capital Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
COOKSON PEIRCE & CO INC | 9 | 3 | 0.08% | 0.22% | 0.37% | Q4 2019 | Q2 2023 | 12 |
Manchester Capital Management LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 12 |
Madison Asset Management, LLC | 12 | 12 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
HM PAYSON & CO | 12 | 12 | 0.00% | 0.01% | 0.11% | Q4 2020 | Q3 2023 | 12 |
CLOVERFIELDS CAPITAL GROUP, LP | 12 | 12 | 0.15% | 0.35% | 0.90% | Q4 2020 | Q3 2023 | 12 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 1 | 0.00% | 0.13% | 0.33% | Q2 2016 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.25% | 0.36% | 0.47% | Q4 2020 | Q3 2023 | 12 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 1 | 0.02% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.04% | 0.09% | Q3 2019 | Q3 2023 | 12 |
CENTRAL TRUST Co | 12 | 12 | 0.00% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Vigilant Capital Management, LLC | 11 | 1 | 0.00% | 1.99% | 2.54% | Q2 2019 | Q2 2023 | 12 |
PDS Planning, Inc | 12 | 12 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Nuveen Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 12 |
Paragon Advisors, LLC | 12 | 12 | 0.84% | 1.77% | 3.98% | Q4 2020 | Q3 2023 | 12 |
LYELL WEALTH MANAGEMENT, LP | 12 | 12 | 0.38% | 1.18% | 1.48% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.13% | 0.70% | 0.82% | Q4 2020 | Q3 2023 | 12 |
BDO Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Argent Trust Co | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.31% | 0.44% | 0.55% | Q4 2020 | Q3 2023 | 12 |
ING GROEP NV | 10 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 12 |
SteelPeak Wealth, LLC | 8 | 2 | 0.01% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.00% | 0.14% | 0.28% | Q4 2020 | Q3 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.04% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Veracity Capital LLC | 7 | 2 | 0.10% | 0.16% | 0.32% | Q4 2019 | Q3 2023 | 12 |
Destination Wealth Management | 9 | 3 | 0.00% | 0.32% | 0.80% | Q4 2018 | Q3 2023 | 12 |
TURNER INVESTMENTS LLC | 5 | 3 | 0.00% | 0.38% | 3.91% | Q2 2013 | Q4 2017 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
ROCKEFELLER FINANCIAL SERVICES INC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 12 |
Norinchukin Bank, The | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.34% | 1.86% | Q3 2018 | Q1 2023 | 12 |
Stokes Family Office, LLC | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Clear Harbor Asset Management, LLC | 11 | 1 | 0.02% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 12 |
First Pacific Financial | 12 | 12 | 0.24% | 0.33% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Polaris Wealth Advisory Group, LLC | 7 | 1 | 0.00% | 0.36% | 0.54% | Q3 2018 | Q3 2023 | 12 |
ETRADE Capital Management LLC | 11 | 1 | 0.01% | 0.05% | 0.08% | Q3 2016 | Q3 2020 | 12 |
Louisiana State Employees Retirement System | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Simplicity Solutions, LLC | 11 | 11 | 0.14% | 0.25% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Tower View Wealth Management LLC | 11 | 11 | 0.00% | 1.31% | 2.09% | Q1 2021 | Q3 2023 | 11 |
INVESTMENT PARTNERS, LTD. | 11 | 11 | 0.10% | 0.19% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Quantitative Systematic Strategies LLC | 7 | 1 | 0.04% | 0.22% | 0.48% | Q2 2017 | Q2 2021 | 11 |
EMC Capital Management | 11 | 11 | 0.24% | 0.37% | 0.48% | Q4 2020 | Q2 2023 | 11 |
Strategic Global Advisors, LLC | 11 | 11 | 0.07% | 0.28% | 0.68% | Q1 2021 | Q3 2023 | 11 |
HOLDERNESS INVESTMENTS CO | 7 | 4 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.15% | 0.23% | Q2 2019 | Q4 2022 | 11 |
Tairen Capital Ltd | 8 | 3 | 0.07% | 0.82% | 3.43% | Q1 2018 | Q3 2021 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.32% | 0.58% | 0.82% | Q4 2020 | Q4 2023 | 11 |
Woodline Partners LP | 6 | 1 | 0.02% | 1.20% | 2.45% | Q4 2019 | Q3 2023 | 11 |
Avestar Capital, LLC | 7 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2023 | 11 |
OFI Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2015 | 11 |
L & S Advisors Inc | 6 | 2 | 0.10% | 0.66% | 2.40% | Q2 2013 | Q3 2023 | 11 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 11 | 11 | 0.07% | 0.23% | 0.33% | Q1 2021 | Q3 2023 | 11 |
BAR HARBOR TRUST SERVICES | 11 | 11 | 0.00% | 0.76% | 1.02% | Q4 2019 | Q2 2022 | 11 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.06% | 0.42% | Q3 2018 | Q3 2023 | 11 |
TOMPKINS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2023 | 11 |
CAPITAL GUARDIAN TRUST CO | 11 | 11 | 1.03% | 1.85% | 2.50% | Q4 2016 | Q2 2019 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 11 |
Green Alpha Advisors, LLC | 11 | 11 | 1.02% | 1.34% | 1.58% | Q2 2021 | Q4 2023 | 11 |
FINANCIAL COUNSELORS INC | 7 | 4 | 0.02% | 0.06% | 0.10% | Q1 2014 | Q3 2023 | 11 |
1623 Capital LLC | 11 | 11 | 0.92% | 1.69% | 2.28% | Q1 2021 | Q3 2023 | 11 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Canal Capital Management, LLC | 11 | 11 | 0.06% | 0.37% | 0.77% | Q1 2021 | Q3 2023 | 11 |
Hollow Brook Wealth Management LLC | 11 | 11 | 0.52% | 0.61% | 0.78% | Q1 2021 | Q3 2023 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.24% | 0.42% | Q4 2020 | Q2 2023 | 11 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 1 | 0.00% | 3.75% | 40.00% | Q3 2012 | Q1 2021 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Csenge Advisory Group | 10 | 1 | 0.01% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 11 |
CVA Family Office, LLC | 10 | 1 | 0.02% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 11 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 11 |
Roundview Capital LLC | 11 | 11 | 0.04% | 0.06% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Sargent Bickham Lagudis LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Verdence Capital Advisors LLC | 11 | 11 | 0.06% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Fort Sheridan Advisors LLC | 11 | 11 | 0.13% | 0.20% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Stephens Investment Management Group LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Institute for Wealth Management, LLC. | 11 | 11 | 0.04% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Calvert Investment Management, Inc. | 7 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 11 |
MARK ASSET MANAGEMENT LP | 11 | 11 | 0.09% | 2.92% | 3.87% | Q1 2021 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.21% | 0.25% | 0.32% | Q1 2021 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 11 |
KCM INVESTMENT ADVISORS LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2023 | 11 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 2 | 0.02% | 0.05% | 0.11% | Q1 2018 | Q2 2021 | 11 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.02% | 0.18% | Q4 2015 | Q1 2023 | 11 |
EAGLE ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q1 2023 | 11 |
Alaethes Wealth LLC | 11 | 11 | 0.70% | 0.84% | 0.98% | Q1 2021 | Q3 2023 | 11 |
Blueshift Asset Management, LLC | 7 | 1 | 0.03% | 0.16% | 0.36% | Q4 2018 | Q2 2023 | 11 |
Bollard Group LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.25% | 0.56% | Q1 2021 | Q3 2023 | 11 |
Chautauqua Capital Management | 11 | 11 | 6.07% | 9.05% | 13.46% | Q2 2013 | Q4 2015 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.13% | 0.28% | 0.46% | Q1 2021 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.05% | 0.24% | Q4 2020 | Q2 2023 | 11 |
CreativeOne Wealth, LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Orion Capital Management LLC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2018 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 1 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q3 2023 | 10 |
Cribstone Capital Management, LLC | 10 | 10 | 0.00% | 0.10% | 0.14% | Q3 2020 | Q4 2022 | 10 |
PRIVATE ASSET MANAGEMENT INC | 10 | 10 | 0.09% | 0.37% | 0.62% | Q2 2021 | Q3 2023 | 10 |
Merit Financial Group, LLC | 6 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 10 |
Virtue Capital Management, LLC | 6 | 4 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 10 |
FIRST FOUNDATION ADVISORS | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Perennial Investment Advisors, LLC | 4 | 4 | 0.03% | 0.08% | 0.18% | Q3 2021 | Q3 2023 | 10 |
Ipswich Investment Management Co., Inc. | 10 | 10 | 0.37% | 0.69% | 0.86% | Q2 2021 | Q3 2023 | 10 |
FULTON BANK, N.A. | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2023 | 10 |
Gerber Kawasaki Wealth & Investment Management | 10 | 10 | 0.02% | 0.17% | 0.34% | Q2 2021 | Q3 2023 | 10 |
Gradient Investments LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Corient Capital Partners, LLC | 10 | 10 | 0.09% | 0.16% | 0.20% | Q2 2020 | Q3 2022 | 10 |
Douglass Winthrop Advisors, LLC | 8 | 2 | 0.01% | 0.12% | 0.20% | Q3 2019 | Q3 2023 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Bayesian Capital Management, LP | 2 | 1 | 0.05% | 0.22% | 0.68% | Q1 2017 | Q4 2022 | 10 |
Alpha Cubed Investments, LLC | 9 | 1 | 0.02% | 0.93% | 2.03% | Q2 2020 | Q3 2023 | 10 |
Sunbelt Securities, Inc. | 6 | 1 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 10 |
Souders Financial Advisors | 10 | 10 | 0.08% | 0.19% | 0.33% | Q2 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 10 |
Gryphon Financial Partners LLC | 7 | 3 | 0.01% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.02% | 0.97% | 2.41% | Q1 2021 | Q3 2023 | 10 |
RUSSELL FRANK CO/ | 9 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2015 | 10 |
Alkeon Capital Management | 6 | 1 | 0.48% | 0.75% | 1.02% | Q4 2017 | Q3 2023 | 10 |
Sound Income Strategies, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 10 |
Cumberland Partners Ltd | 5 | 2 | 0.03% | 0.16% | 0.42% | Q2 2019 | Q3 2023 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.10% | 0.17% | 0.31% | Q2 2021 | Q3 2023 | 10 |
Perigon Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2011 | Q3 2023 | 10 |
WEDBUSH SECURITIES INC | 5 | 2 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 10 |
Arlington Partners LLC | 8 | 2 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 10 |
HIGH POINT BANK & TRUST CO | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2016 | 10 |
SHEETS SMITH WEALTH MANAGEMENT | 6 | 4 | 0.04% | 0.10% | 0.13% | Q3 2017 | Q1 2022 | 10 |
Fullerton Fund Management Co Ltd. | 10 | 10 | 0.18% | 1.69% | 4.02% | Q2 2020 | Q3 2022 | 10 |
Personal Capital Advisors Corp | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 9 | 1 | 0.02% | 0.20% | 0.51% | Q3 2020 | Q3 2023 | 10 |
CHOREO, LLC | 9 | 1 | 0.01% | 0.07% | 0.09% | Q1 2016 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
AGF INVESTMENTS INC. | 6 | 4 | 0.01% | 0.25% | 0.54% | Q2 2013 | Q2 2022 | 10 |
KANALY TRUST CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 10 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 10 | 10 | 0.14% | 0.26% | 0.41% | Q2 2021 | Q3 2023 | 10 |
Marcum Wealth, LLC | 6 | 4 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Clear Creek Financial Management, LLC | 10 | 10 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
WOLFF WIESE MAGANA LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Wilkinson Global Asset Management LLC | 6 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.53% | 0.70% | 0.93% | Q3 2021 | Q4 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Knowledge Leaders Capital, LLC | 10 | 10 | 0.94% | 1.33% | 2.07% | Q2 2020 | Q3 2022 | 10 |
LORD, ABBETT & CO. LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 10 |
Investors Research Corp | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
Triasima Portfolio Management inc. | 7 | 3 | 0.09% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 10 |
LINCOLN NATIONAL CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
44 WEALTH MANAGEMENT LLC | 10 | 10 | 0.12% | 0.15% | 0.18% | Q1 2021 | Q2 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.10% | 0.15% | 0.20% | Q2 2021 | Q3 2023 | 10 |
SevenBridge Financial Group, LLC | 5 | 5 | 0.00% | 0.13% | 0.32% | Q2 2018 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Peregrine Asset Advisers, Inc. | 3 | 2 | 0.16% | 0.54% | 2.62% | Q3 2016 | Q3 2023 | 10 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 1 | 0.00% | 0.04% | 0.14% | Q4 2019 | Q3 2022 | 10 |
Rheos Capital Works Inc. | 10 | 10 | 0.94% | 1.14% | 1.31% | Q2 2021 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 9 | 1 | 0.00% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 10 |
Polen Capital Management | 10 | 10 | 0.06% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
USCA RIA LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q2 2021 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Marks Group Wealth Management, Inc | 10 | 10 | 0.04% | 0.11% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Wharton Business Group, LLC | 10 | 10 | 0.02% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 10 |
UBS OCONNOR LLC | 9 | 1 | 0.03% | 0.16% | 0.29% | Q2 2016 | Q4 2018 | 10 |
Martin Investment Management, LLC | 10 | 10 | 0.10% | 0.18% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Northeast Financial Consultants Inc | 5 | 5 | 0.02% | 0.11% | 0.20% | Q1 2021 | Q3 2023 | 10 |
Altium Wealth Management LLC | 9 | 1 | 0.02% | 0.07% | 0.11% | Q4 2019 | Q2 2022 | 10 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Strategic Blueprint, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 9 |
Linscomb & Williams, Inc. | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Essex Financial Services, Inc. | 8 | 1 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 9 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 9 |
RMB Capital Management, LLC | 5 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 9 |
Leelyn Smith, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Clark Capital Management Group, Inc. | 9 | 9 | 0.00% | 0.07% | 0.33% | Q2 2021 | Q2 2023 | 9 |
ASCEND CAPITAL, LLC | 9 | 9 | 0.42% | 1.12% | 1.86% | Q3 2013 | Q3 2015 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.01% | 0.09% | 0.16% | Q4 2018 | Q3 2023 | 9 |
Ashfield Capital Partners, LLC | 5 | 4 | 0.35% | 0.63% | 0.92% | Q2 2013 | Q1 2022 | 9 |
Financial & Tax Architects, LLC | 9 | 9 | 0.17% | 0.25% | 0.42% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.06% | 0.16% | 0.24% | Q2 2013 | Q2 2015 | 9 |
Venture Visionary Partners LLC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Gunderson Capital Management Inc. | 5 | 4 | 0.79% | 4.27% | 6.28% | Q1 2020 | Q4 2023 | 9 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 9 |
Americana Partners, LLC | 8 | 1 | 0.02% | 0.20% | 0.30% | Q4 2019 | Q3 2023 | 9 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.34% | 0.72% | 1.15% | Q4 2019 | Q1 2022 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q2 2023 | 9 |
Biondo Investment Advisors, LLC | 9 | 9 | 0.37% | 0.40% | 0.49% | Q3 2013 | Q3 2015 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.03% | 0.12% | Q3 2021 | Q3 2023 | 9 |
TSFG, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 9 |
Lenox Wealth Management, Inc. | 9 | 9 | 0.00% | 0.79% | 1.54% | Q2 2018 | Q2 2020 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Ithaka Group | 9 | 9 | 0.50% | 2.43% | 3.48% | Q3 2021 | Q3 2023 | 9 |
Chicago Capital, LLC | 9 | 9 | 0.03% | 0.87% | 1.72% | Q3 2021 | Q3 2023 | 9 |
Carnegie Capital Asset Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Ameritas Investment Company, LLC | 5 | 1 | 0.00% | 0.04% | 0.11% | Q4 2018 | Q3 2021 | 9 |
Five Oceans Advisors | 9 | 9 | 0.34% | 0.61% | 0.83% | Q3 2021 | Q3 2023 | 9 |
Versant Capital Management, Inc | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 9 |
Centerpoint Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
IAG Wealth Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BLACKROCK ADVISORS LLC | 7 | 2 | 0.00% | 0.02% | 0.12% | Q4 2013 | Q4 2016 | 9 |
PICTON MAHONEY ASSET MANAGEMENT | 5 | 4 | 0.04% | 0.14% | 0.21% | Q1 2017 | Q3 2023 | 9 |
Family Management Corp | 9 | 9 | 0.61% | 0.87% | 1.30% | Q3 2021 | Q3 2023 | 9 |
EP Wealth Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 9 |
OPTIMUM INVESTMENT ADVISORS | 8 | 1 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q4 2023 | 9 |
Titus Wealth Management | 8 | 1 | 0.22% | 0.32% | 0.47% | Q4 2019 | Q2 2022 | 9 |
Executive Wealth Management, LLC | 5 | 4 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 9 |
SWS Partners | 8 | 1 | 0.16% | 0.57% | 0.94% | Q3 2019 | Q4 2021 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.58% | 0.74% | 0.86% | Q3 2021 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.08% | 0.11% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Chesapeake Wealth Management | 9 | 9 | 0.09% | 0.18% | 0.29% | Q1 2021 | Q1 2023 | 9 |
Hilltop Holdings Inc. | 6 | 1 | 0.03% | 0.05% | 0.11% | Q4 2019 | Q2 2023 | 9 |
Focused Wealth Management, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
PFS INVESTMENTS INC. | 9 | 9 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 9 |
RWQ Financial Management Services, Inc. | 9 | 9 | 0.50% | 3.53% | 7.54% | Q3 2021 | Q3 2023 | 9 |
B. Riley Wealth Management, Inc. | 9 | 9 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q2 2022 | 9 |
Arete Wealth Advisors, LLC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q1 2023 | 9 |
Abacus Planning Group, Inc. | 7 | 1 | 0.05% | 0.11% | 0.19% | Q3 2019 | Q2 2023 | 9 |
FCF Advisors LLC | 9 | 9 | 0.40% | 0.70% | 1.00% | Q3 2021 | Q3 2023 | 9 |
BTC Capital Management, Inc. | 7 | 1 | 0.05% | 0.09% | 0.15% | Q3 2015 | Q3 2023 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Dakota Wealth Management | 9 | 9 | 0.02% | 0.06% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Pinnacle Wealth Management Advisory Group, LLC | 5 | 4 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 9 |
Seven Bridges Advisors LLC | 9 | 9 | 0.12% | 0.23% | 0.38% | Q4 2015 | Q4 2017 | 9 |
NEW ENGLAND ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q4 2019 | 9 |
Morse Asset Management, Inc | 6 | 3 | 0.09% | 0.24% | 0.46% | Q4 2019 | Q1 2022 | 9 |
Pinnacle Bancorp, Inc. | 5 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 9 |
Tamar Securities, LLC | 8 | 1 | 1.33% | 2.07% | 3.36% | Q1 2021 | Q3 2023 | 9 |
NWAM LLC | 9 | 9 | 0.08% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Holocene Advisors, LP | 6 | 1 | 0.00% | 0.31% | 0.50% | Q2 2020 | Q2 2023 | 9 |
Hefty Wealth Partners | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 9 |
Aptus Capital Advisors, LLC | 9 | 9 | 0.04% | 0.10% | 0.17% | Q3 2020 | Q3 2022 | 9 |
CIBC BANK USA | 6 | 3 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q4 2019 | 9 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.14% | 2.97% | 7.30% | Q4 2019 | Q4 2022 | 8 |
LCM Capital Management Inc | 4 | 4 | 0.20% | 0.23% | 0.27% | Q2 2021 | Q3 2023 | 8 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Optimus Prime Fund Management Co., Ltd. | 4 | 4 | 0.11% | 0.62% | 1.45% | Q1 2020 | Q2 2022 | 8 |
NFJ INVESTMENT GROUP, LLC | 8 | 8 | 0.09% | 0.24% | 0.43% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.14% | 0.19% | 0.34% | Q4 2020 | Q3 2022 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
CKW FINANCIAL GROUP | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2020 | 8 |
Shilanski & Associates, Inc. | 8 | 8 | 0.16% | 0.20% | 0.23% | Q2 2020 | Q1 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.23% | 0.29% | 0.34% | Q4 2021 | Q3 2023 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.10% | 0.21% | 0.30% | Q4 2015 | Q2 2023 | 8 |
Malaga Cove Capital, LLC | 8 | 8 | 0.20% | 0.48% | 0.67% | Q4 2021 | Q3 2023 | 8 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 1 | 0.00% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 8 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 8 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Jericho Capital Asset Management L.P. | 6 | 2 | 1.43% | 2.38% | 4.32% | Q3 2017 | Q4 2021 | 8 |
Carmel Capital Management L.L.C. | 8 | 8 | 4.16% | 5.17% | 6.04% | Q4 2021 | Q3 2023 | 8 |
ACCOUNT MANAGEMENT LLC | 8 | 8 | 6.20% | 7.63% | 11.15% | Q4 2021 | Q3 2023 | 8 |
First Allied Advisory Services, Inc. | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2020 | 8 |
SFMG, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 8 |
Counsel Portfolio Services Inc. | 8 | 8 | 0.17% | 0.34% | 0.41% | Q3 2013 | Q2 2015 | 8 |
MJP ASSOCIATES INC /ADV | 5 | 3 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 8 |
LAKE STREET PRIVATE WEALTH, LLC | 8 | 8 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.07% | 0.23% | 0.76% | Q3 2020 | Q2 2023 | 8 |
FORA Capital, LLC | 3 | 1 | 0.05% | 0.52% | 1.80% | Q2 2020 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.07% | 0.12% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Chiron Investment Management, LLC | 4 | 1 | 0.13% | 1.59% | 3.12% | Q1 2020 | Q2 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.03% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Apella Capital, LLC | 5 | 3 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q4 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Capital Analysts, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 8 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.05% | 0.74% | 1.87% | Q1 2015 | Q4 2022 | 8 |
Pacifica Partners Inc. | 3 | 2 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q4 2023 | 8 |
TIAA, FSB | 6 | 2 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q2 2023 | 8 |
Force Hill Capital Management LP | 7 | 1 | 1.16% | 2.71% | 4.44% | Q4 2020 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
CHANNING GLOBAL ADVISORS, LLC | 8 | 8 | 0.29% | 0.51% | 0.73% | Q4 2021 | Q3 2023 | 8 |
NN Investment Partners Holdings N.V. | 7 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2018 | 8 |
Taylor Frigon Capital Management LLC | 8 | 8 | 0.45% | 0.75% | 1.10% | Q4 2021 | Q3 2023 | 8 |
Lattice Capital Management, LLC | 8 | 8 | 0.03% | 0.15% | 0.51% | Q4 2021 | Q3 2023 | 8 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2018 | 8 |
Kolinsky Wealth Management, LLC | 8 | 8 | 0.46% | 0.53% | 0.63% | Q4 2021 | Q3 2023 | 8 |
IMPAX ASSET MANAGEMENT LLC | 8 | 8 | 0.07% | 0.12% | 0.16% | Q2 2013 | Q1 2015 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.03% | 0.19% | 0.34% | Q4 2021 | Q3 2023 | 8 |
SHAKER INVESTMENTS LLC/OH | 8 | 8 | 0.23% | 0.36% | 0.42% | Q3 2020 | Q2 2022 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 8 |
China Universal Asset Management Co., Ltd. | 8 | 8 | 0.22% | 0.88% | 1.06% | Q4 2021 | Q3 2023 | 8 |
Intersect Capital LLC | 8 | 8 | 0.13% | 0.22% | 0.37% | Q3 2020 | Q2 2022 | 8 |
Merlin Capital, Inc | 8 | 8 | 1.01% | 1.69% | 2.69% | Q4 2021 | Q3 2023 | 8 |
MATRIX PRIVATE CAPITAL GROUP LLC | 7 | 1 | 0.13% | 0.17% | 0.22% | Q4 2020 | Q4 2022 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 1.94% | 2.26% | 2.61% | Q4 2021 | Q3 2023 | 8 |
Employees Retirement System of Texas | 8 | 8 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.03% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Lee Financial Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2022 | 8 |
Roble, Belko & Company, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Quantinno Capital Management LP | 8 | 8 | 0.04% | 0.09% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Aaron Wealth Advisors LLC | 4 | 4 | 0.01% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 8 |
MBM Wealth Consultants, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2023 | 8 |
Whale Rock Capital Management | 3 | 1 | 1.64% | 2.71% | 3.95% | Q2 2013 | Q1 2022 | 8 |
BB&T SECURITIES, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 8 |
GQG Partners LLC | 5 | 3 | 0.00% | 0.88% | 1.79% | Q2 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Alight Capital Management LP | 8 | 8 | 1.59% | 2.34% | 3.70% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
ADVISORY RESEARCH INC | 8 | 8 | 0.02% | 0.27% | 1.05% | Q3 2020 | Q2 2022 | 8 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 8 |
NICOLET BANKSHARES INC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 8 |
Lone Pine Capital | 4 | 4 | 0.40% | 1.41% | 3.06% | Q2 2013 | Q3 2023 | 8 |
Benin Management CORP | 5 | 1 | 0.08% | 0.11% | 0.21% | Q2 2018 | Q1 2022 | 8 |
Krilogy Financial LLC | 4 | 1 | 0.00% | 0.12% | 0.27% | Q3 2017 | Q4 2019 | 8 |
Summit Trail Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 8 |
Summit Financial, LLC | 5 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
V Wealth Advisors LLC | 8 | 8 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2022 | 8 |
9258 Wealth Management, LLC | 8 | 8 | 0.06% | 0.10% | 0.14% | Q4 2020 | Q3 2022 | 8 |
COUNTRY TRUST BANK | 4 | 4 | 0.00% | 0.54% | 1.31% | Q3 2021 | Q4 2023 | 8 |
Equitable Holdings, Inc. | 8 | 8 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MAGEE THOMSON INVESTMENT PARTNERS LLC | 8 | 8 | 1.89% | 2.30% | 3.40% | Q2 2013 | Q1 2015 | 8 |
FIRST NEW YORK SECURITIES LLC /NY | 4 | 1 | 0.22% | 1.46% | 4.88% | Q2 2013 | Q3 2016 | 8 |
Columbia Asset Management | 6 | 2 | 0.10% | 0.21% | 0.35% | Q3 2021 | Q3 2023 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 2 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 8 |
Willingdon Wealth Management | 8 | 8 | 0.01% | 0.55% | 0.97% | Q4 2017 | Q3 2019 | 8 |
Perpetual Investment Management Ltd | 8 | 8 | 0.04% | 0.26% | 0.40% | Q1 2021 | Q4 2022 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
MEEDER ASSET MANAGEMENT INC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 8 |
Whitnell & Co. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 8 |
Kovack Advisors, Inc. | 4 | 4 | 0.03% | 0.05% | 0.11% | Q2 2021 | Q3 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Nationwide Fund Advisors | 6 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 8 |
Piscataqua Savings Bank | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
West Family Investments, Inc. | 4 | 4 | 0.21% | 0.28% | 0.31% | Q2 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2020 | 8 |
Capital Advisory Group Advisory Services, LLC | 6 | 1 | 0.09% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Optiver Holding B.V. | 5 | 1 | 0.00% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 8 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Walter Public Investments Inc. | 7 | 7 | 1.26% | 2.54% | 3.57% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.07% | 0.19% | 0.29% | Q1 2021 | Q4 2022 | 7 |
Jupiter Wealth Management LLC | 4 | 3 | 0.06% | 0.21% | 0.39% | Q1 2021 | Q3 2023 | 7 |
Bard Financial Services, Inc. | 7 | 7 | 0.02% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Moreno Evelyn V | 7 | 7 | 0.10% | 0.13% | 0.16% | Q1 2022 | Q3 2023 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Sigma Planning Corp | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
CALTON & ASSOCIATES, INC. | 5 | 2 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q4 2021 | 7 |
DAVENPORT & Co LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Cooper Financial Group | 4 | 3 | 0.09% | 0.16% | 0.23% | Q4 2021 | Q3 2023 | 7 |
FULTON BREAKEFIELD BROENNIMAN LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Bartlett & Co. LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
QUEST CAPITAL MANAGEMENT INC /ADV | 7 | 7 | 0.07% | 0.11% | 0.15% | Q2 2020 | Q4 2021 | 7 |
TECTONIC ADVISORS LLC | 4 | 3 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 7 |
INGALLS & SNYDER LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Menard Financial Group LLC | 7 | 7 | 0.24% | 0.39% | 0.49% | Q4 2020 | Q2 2022 | 7 |
CHILTON INVESTMENT CO INC. | 5 | 2 | 0.01% | 0.09% | 0.44% | Q1 2021 | Q3 2023 | 7 |
Callan Capital, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Centric Wealth Management | 4 | 3 | 0.08% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 7 |
FORTE CAPITAL LLC /ADV | 5 | 2 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 7 |
Mariner, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 7 |
BARINGS LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 7 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 6 | 1 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 7 |
Intercontinental Wealth Advisors, LLC | 6 | 1 | 0.13% | 0.25% | 0.32% | Q4 2015 | Q3 2017 | 7 |
Aurora Investment Counsel | 7 | 7 | 0.85% | 1.11% | 1.32% | Q1 2022 | Q3 2023 | 7 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.10% | 0.24% | Q1 2019 | Q1 2022 | 7 |
Redhawk Wealth Advisors, Inc. | 5 | 1 | 0.12% | 0.22% | 0.40% | Q2 2021 | Q2 2023 | 7 |
GATEWAY INVESTMENT ADVISERS LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 7 |
FirstPurpose Wealth LLC | 4 | 3 | 0.12% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Bellecapital International Ltd. | 7 | 7 | 0.07% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Holloway Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
KING LUTHER CAPITAL MANAGEMENT CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.14% | 0.43% | 0.57% | Q1 2022 | Q3 2023 | 7 |
DILLON & ASSOCIATES INC | 7 | 7 | 0.04% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Parametrica Management Ltd | 4 | 3 | 0.43% | 1.51% | 2.22% | Q1 2021 | Q4 2022 | 7 |
Stanley-Laman Group, Ltd. | 5 | 2 | 0.03% | 0.85% | 1.49% | Q1 2021 | Q2 2023 | 7 |
Edgewood Management | 7 | 7 | 3.16% | 4.46% | 5.37% | Q1 2022 | Q3 2023 | 7 |
Private Ocean, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 7 |
Voya Financial Advisors, Inc. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q1 2021 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.28% | 0.33% | 0.38% | Q1 2022 | Q3 2023 | 7 |
Hillman Capital Management, Inc. | 7 | 7 | 2.76% | 2.99% | 3.34% | Q1 2022 | Q3 2023 | 7 |
REGENTATLANTIC CAPITAL LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Texas Capital Bank Wealth Management Services Inc | 4 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 7 |
American Trust | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Quilter Plc | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Edge Capital Group, LLC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 7 |
Hirtle Callaghan & Co LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.06% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.24% | 0.33% | 0.43% | Q1 2022 | Q3 2023 | 7 |
CAPITAL ONE, NATIONAL ASSOCIATION | 5 | 2 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2015 | 7 |
RONALD BLUE & CO LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q3 2015 | 7 |
Cedar Wealth Management, LLC | 7 | 7 | 0.01% | 0.03% | 0.12% | Q1 2022 | Q3 2023 | 7 |
CYPRESS ASSET MANAGEMENT INC/TX | 7 | 7 | 0.16% | 0.34% | 0.44% | Q4 2021 | Q2 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.02% | 0.05% | 0.06% | Q2 2019 | Q1 2021 | 7 |
Heirloom Wealth Management | 4 | 3 | 6.14% | 7.44% | 9.16% | Q4 2021 | Q3 2023 | 7 |
THOMAS STORY & SON LLC | 7 | 7 | 0.91% | 1.00% | 1.10% | Q1 2022 | Q3 2023 | 7 |
Homrich & Berg | 4 | 3 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Savior LLC | 7 | 7 | 0.08% | 0.11% | 0.15% | Q4 2019 | Q2 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.02% | 0.39% | 0.97% | Q1 2022 | Q3 2023 | 7 |
Retirement Group, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 7 | 7 | 0.00% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Compagnie Lombard Odier SCmA | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2020 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Savant Capital, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Cordatus Wealth Management LLC | 3 | 2 | 0.10% | 0.34% | 0.81% | Q3 2020 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.30% | 0.44% | 0.55% | Q1 2022 | Q3 2023 | 7 |
Foundations Investment Advisors, LLC | 7 | 7 | 0.01% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 4 | 3 | 0.50% | 0.94% | 1.44% | Q4 2021 | Q3 2023 | 7 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 5 | 2 | 0.19% | 0.39% | 0.54% | Q4 2021 | Q3 2023 | 7 |
Waverly Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
SeaCrest Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.41% | 0.49% | 0.62% | Q1 2022 | Q3 2023 | 7 |
Freestone Capital Holdings, LLC | 7 | 7 | 0.00% | 0.06% | 0.09% | Q3 2020 | Q1 2022 | 7 |
American Trust Investment Advisors, LLC | 4 | 1 | 0.15% | 0.23% | 0.33% | Q2 2017 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.10% | 0.56% | Q3 2013 | Q2 2023 | 7 |
THOMPSON DAVIS & CO., INC. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 7 |
Arkadios Wealth Advisors | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 7 |
Legacy Private Trust Co. | 7 | 7 | 0.03% | 0.03% | 0.05% | Q4 2019 | Q2 2021 | 7 |
TRUE Private Wealth Advisors | 4 | 3 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q1 2020 | 7 |
Cinctive Capital Management LP | 4 | 1 | 0.06% | 0.23% | 0.47% | Q1 2021 | Q1 2023 | 7 |
Firestone Capital Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Novo Holdings A/S | 7 | 7 | 4.49% | 7.82% | 11.08% | Q1 2022 | Q3 2023 | 7 |
HARVARD MANAGEMENT CO INC | 6 | 1 | 0.68% | 1.35% | 1.96% | Q4 2021 | Q3 2023 | 7 |
Copperwynd Financial, LLC | 7 | 7 | 0.55% | 0.70% | 0.80% | Q2 2020 | Q4 2021 | 7 |
Quantamental Technologies LLC | 3 | 1 | 0.12% | 0.47% | 1.22% | Q2 2019 | Q2 2023 | 7 |
Procyon Advisors, LLC | 4 | 3 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 7 |
East Coast Asset Management, LLC. | 7 | 7 | 1.38% | 1.54% | 1.71% | Q3 2013 | Q1 2015 | 7 |
ASB Consultores, LLC | 7 | 7 | 0.10% | 0.13% | 0.16% | Q4 2021 | Q2 2023 | 7 |
Windsor Creek Advisors, LLC | 3 | 1 | 0.04% | 0.25% | 0.70% | Q4 2018 | Q3 2021 | 7 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.17% | 0.30% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Monterey Private Wealth, Inc. | 6 | 6 | 0.12% | 0.14% | 0.15% | Q4 2020 | Q1 2022 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.02% | 0.25% | 0.51% | Q2 2022 | Q3 2023 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 0.00% | 0.04% | 0.05% | Q3 2015 | Q4 2016 | 6 |
OneAscent Wealth Management LLC | 4 | 2 | 0.28% | 0.65% | 1.63% | Q4 2020 | Q2 2022 | 6 |
Golden State Equity Partners | 3 | 1 | 0.09% | 0.13% | 0.19% | Q2 2021 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.69% | 0.80% | 0.96% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Gordian Capital Singapore Pte Ltd | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Blue Barn Wealth, LLC | 3 | 3 | 0.14% | 0.20% | 0.30% | Q3 2021 | Q3 2023 | 6 |
DE BURLO GROUP INC | 3 | 1 | 0.08% | 1.42% | 2.56% | Q3 2021 | Q3 2023 | 6 |
Ulland Investment Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Stonegate Investment Group, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Carroll Investors, Inc | 4 | 2 | 0.01% | 2.46% | 3.88% | Q4 2021 | Q3 2023 | 6 |
JMAC ENTERPRISES LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q1 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.01% | 0.10% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Missouri Trust & Investment Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Intrinsic Value Partners, LLC | 6 | 6 | 1.01% | 1.21% | 1.41% | Q2 2022 | Q3 2023 | 6 |
CULLINAN ASSOCIATES INC | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
SCOUT INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2021 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
DSM CAPITAL PARTNERS LLC | 6 | 6 | 0.72% | 2.59% | 3.80% | Q2 2022 | Q3 2023 | 6 |
AMERICAN NATIONAL BANK | 5 | 1 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 6 |
NATIXIS | 3 | 3 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q2 2023 | 6 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 5 | 1 | 0.08% | 0.84% | 1.40% | Q4 2014 | Q3 2023 | 6 |
Marshall Wace North America L.P. | 4 | 1 | 0.02% | 0.06% | 0.09% | Q1 2017 | Q3 2021 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Echo Street Capital Management LLC | 4 | 2 | 0.05% | 0.63% | 1.10% | Q3 2021 | Q3 2023 | 6 |
DIVIDEND ASSETS CAPITAL, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 4 | 2 | 0.08% | 0.45% | 1.18% | Q3 2020 | Q1 2022 | 6 |
Aureus Asset Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
AXA S.A. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Atlas Brown,Inc. | 4 | 2 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q2 2023 | 6 |
Hudson Bay Capital Management LP | 5 | 1 | 0.02% | 0.06% | 0.19% | Q4 2017 | Q4 2022 | 6 |
Hanson & Doremus Investment Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
J.W. COLE ADVISORS, INC. | 5 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 6 |
Telemark Asset Management, LLC | 4 | 2 | 1.18% | 2.19% | 3.44% | Q2 2021 | Q3 2023 | 6 |
DAVIS R M INC | 6 | 6 | 0.24% | 0.53% | 0.76% | Q2 2022 | Q3 2023 | 6 |
CTC LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Granahan Investment Management | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q4 2017 | 6 |
Smith, Salley & Associates | 6 | 6 | 0.07% | 0.77% | 1.23% | Q2 2022 | Q3 2023 | 6 |
Autonomy Capital (Jersey) L.P. | 4 | 1 | 0.25% | 4.72% | 9.25% | Q4 2020 | Q2 2023 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Meristem Family Wealth, LLC | 6 | 6 | 0.10% | 0.14% | 0.22% | Q4 2020 | Q1 2022 | 6 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.45% | 0.95% | 1.29% | Q1 2016 | Q1 2023 | 6 |
RUDMAN ERROL M | 6 | 6 | 0.49% | 0.76% | 0.98% | Q2 2017 | Q3 2018 | 6 |
Angeles Investment Advisors, LLC | 6 | 6 | 0.03% | 0.14% | 0.40% | Q3 2020 | Q4 2021 | 6 |
BAR HARBOR WEALTH MANAGEMENT | 6 | 6 | 0.16% | 0.21% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Kistler-Tiffany Companies, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Thomasville National Bank | 6 | 6 | 0.80% | 1.22% | 1.55% | Q2 2022 | Q3 2023 | 6 |
Telos Capital Management, Inc. | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Kerrisdale Advisers, LLC | 6 | 6 | 0.28% | 0.37% | 0.54% | Q2 2022 | Q3 2023 | 6 |
Alexandria Capital, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2021 | 6 |
FT Options LLC | 3 | 3 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q3 2016 | 6 |
EXANE DERIVATIVES | 5 | 1 | 0.09% | 0.45% | 0.69% | Q4 2019 | Q2 2022 | 6 |
Community Bank, N.A. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 6 |
HANCOCK WHITNEY CORP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 6 |
Bruderman Asset Management, LLC | 6 | 6 | 0.07% | 0.21% | 0.39% | Q1 2021 | Q2 2022 | 6 |
Sendero Wealth Management, LLC | 6 | 6 | 0.42% | 0.65% | 0.97% | Q2 2022 | Q3 2023 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
GSB Wealth Management, LLC | 6 | 6 | 0.10% | 0.19% | 0.38% | Q2 2021 | Q3 2022 | 6 |
Capital Asset Advisory Services LLC | 5 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 6 |
Phoenix Holdings Ltd. | 3 | 1 | 0.01% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 6 |
Harbor Advisors LLC | 6 | 6 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Knights of Columbus Asset Advisors LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
MITCHELL CAPITAL MANAGEMENT CO | 6 | 6 | 0.10% | 0.22% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.03% | 0.14% | 0.55% | Q2 2022 | Q3 2023 | 6 |
BREAKLINE CAPITAL LLC | 3 | 1 | 1.49% | 5.64% | 9.33% | Q4 2017 | Q2 2021 | 6 |
Legacy Financial Strategies, LLC | 4 | 2 | 0.08% | 0.12% | 0.21% | Q1 2022 | Q3 2023 | 6 |
Claraphi Advisory Network, LLC | 4 | 2 | 0.12% | 0.24% | 0.46% | Q4 2017 | Q2 2020 | 6 |
Bridgefront Capital, LLC | 2 | 1 | 0.14% | 0.30% | 0.58% | Q1 2021 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 6 |
Crewe Advisors LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 6 |
Avitas Wealth Management LLC | 4 | 2 | 0.25% | 0.32% | 0.52% | Q4 2021 | Q3 2023 | 6 |
ZACKS INVESTMENT MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2017 | 6 |
Wambolt & Associates, LLC | 6 | 6 | 0.26% | 0.42% | 0.66% | Q1 2021 | Q2 2022 | 6 |
Full Sail Capital, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
MQS Management LLC | 3 | 1 | 0.18% | 0.48% | 0.78% | Q4 2021 | Q3 2023 | 6 |
Landsberg, Bennett, & Dubbaneh LLC | 6 | 6 | 0.07% | 0.34% | 0.51% | Q2 2020 | Q3 2021 | 6 |
Advisory Resource Group | 4 | 2 | 0.07% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 6 |
Gladstone Institutional Advisory LLC | 5 | 1 | 0.02% | 0.08% | 0.16% | Q1 2021 | Q1 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
London & Capital Asset Management Ltd | 6 | 6 | 0.86% | 1.20% | 1.52% | Q2 2022 | Q3 2023 | 6 |
MARTIN CURRIE LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Rappaport Reiches Capital Management, LLC | 4 | 2 | 0.09% | 0.15% | 0.21% | Q2 2021 | Q2 2023 | 6 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.47% | 0.70% | Q2 2020 | Q3 2023 | 6 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Kingsview Wealth Management, LLC | 4 | 2 | 0.02% | 0.05% | 0.11% | Q3 2021 | Q3 2023 | 6 |
1900 WEALTH MANAGEMENT LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Paloma Partners Management Co | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2021 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Intrua Financial, LLC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q2 2022 | 6 |
State of Wyoming | 6 | 6 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q2 2022 | 6 |
NorthCoast Asset Management LLC | 5 | 5 | 0.02% | 0.04% | 0.04% | Q3 2020 | Q3 2021 | 5 |
Prince Street Capital Management LLC | 5 | 5 | 0.05% | 1.84% | 3.66% | Q3 2017 | Q3 2018 | 5 |
IMA Wealth, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Albar Capital Ltd | 2 | 1 | 0.70% | 2.08% | 4.01% | Q4 2019 | Q4 2022 | 5 |
Dynamic Capital Management Ltd | 2 | 1 | 0.06% | 0.16% | 0.28% | Q4 2013 | Q1 2017 | 5 |
DFPG INVESTMENTS, LLC | 4 | 1 | 0.06% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 5 |
Synergy Financial Group, LTD | 3 | 2 | 0.24% | 0.61% | 0.95% | Q4 2021 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BMS Financial Advisors, LLC | 5 | 5 | 0.18% | 0.22% | 0.29% | Q1 2022 | Q1 2023 | 5 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.14% | 0.47% | Q4 2018 | Q2 2023 | 5 |
SEAVIEW INVESTMENT MANAGERS LLC | 4 | 1 | 0.08% | 0.09% | 0.09% | Q1 2022 | Q3 2023 | 5 |
STERNE AGEE GROUP, INC. | 5 | 5 | 0.29% | 0.30% | 0.32% | Q1 2014 | Q1 2015 | 5 |
Andesa Financial Management Inc. | 4 | 1 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q1 2023 | 5 |
Analog Century Management LP | 4 | 1 | 2.54% | 4.01% | 5.62% | Q1 2021 | Q4 2022 | 5 |
Brookstone Capital Management | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.46% | 0.74% | 0.89% | Q3 2022 | Q3 2023 | 5 |
BlackRock Group LTD | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 5 |
CenterBook Partners LP | 3 | 2 | 0.12% | 0.41% | 0.85% | Q2 2022 | Q3 2023 | 5 |
Maytus Capital Management, LLC | 2 | 1 | 0.44% | 2.11% | 3.03% | Q4 2018 | Q2 2023 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q2 2022 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 1.94% | 2.48% | 2.94% | Q4 2021 | Q4 2022 | 5 |
Garde Capital, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Matrix Capital Management Company, LP | 5 | 5 | 2.48% | 3.99% | 5.19% | Q3 2022 | Q3 2023 | 5 |
Squar Milner Financial Services LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 5 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 1 | 0.09% | 0.11% | 0.18% | Q4 2021 | Q3 2023 | 5 |
White Lighthouse Investment Management Inc. | 5 | 5 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q1 2022 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Inspire Advisors, LLC | 4 | 1 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 5 |
D.B. Root & Company, LLC | 4 | 1 | 0.10% | 0.17% | 0.21% | Q2 2022 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.02% | 0.15% | 0.35% | Q3 2016 | Q1 2020 | 5 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Crosspoint Capital Strategies, LLC | 4 | 1 | 0.01% | 0.06% | 0.19% | Q1 2014 | Q3 2015 | 5 |
MASON STREET ADVISORS, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 5 |
CI INVESTMENTS INC. | 4 | 1 | 0.00% | 0.06% | 0.25% | Q1 2018 | Q2 2023 | 5 |
West Oak Capital, LLC | 5 | 5 | 0.14% | 0.33% | 0.46% | Q3 2022 | Q3 2023 | 5 |
Kesler, Norman & Wride, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q1 2022 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.54% | 0.65% | 0.80% | Q3 2022 | Q3 2023 | 5 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 5 |
Liberty Capital Management, Inc. | 5 | 5 | 0.14% | 0.31% | 0.44% | Q3 2022 | Q3 2023 | 5 |
Claro Advisors LLC | 4 | 1 | 0.05% | 0.11% | 0.12% | Q4 2018 | Q1 2022 | 5 |
Spectrum Asset Management, Inc. (NB/CA) | 4 | 1 | 0.23% | 0.34% | 0.68% | Q1 2019 | Q3 2022 | 5 |
DF DENT & CO INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PICTET ASSET MANAGEMENT SA | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 5 |
JACKSON SQUARE CAPITAL, LLC | 4 | 1 | 0.01% | 0.38% | 1.89% | Q4 2019 | Q1 2023 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2015 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 5 |
Passport Capital, LLC | 5 | 5 | 0.04% | 0.09% | 0.16% | Q1 2016 | Q1 2017 | 5 |
Moloney Securities Asset Management, LLC | 3 | 2 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Legal Advantage Investments, Inc. | 5 | 5 | 0.44% | 0.69% | 0.85% | Q3 2022 | Q3 2023 | 5 |
FRG Family Wealth Advisors LLC | 5 | 5 | 0.13% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
JANUS HENDERSON INVESTORS US LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2017 | 5 |
WULFF, HANSEN & CO. | 5 | 5 | 0.40% | 0.51% | 0.63% | Q2 2022 | Q2 2023 | 5 |
HANSBERGER GLOBAL INVESTORS INC/FL | 5 | 5 | 5.92% | 12.96% | 17.29% | Q2 2013 | Q2 2014 | 5 |
Solidarity Wealth, LLC | 3 | 2 | 0.55% | 0.98% | 1.63% | Q1 2022 | Q3 2023 | 5 |
ALBION FINANCIAL GROUP /UT | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
MOODY LYNN & LIEBERSON, LLC | 5 | 5 | 0.02% | 0.19% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Hall Private Wealth Advisors | 5 | 5 | 0.12% | 0.27% | 0.39% | Q3 2022 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Shepherd Financial Partners LLC | 3 | 2 | 0.08% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 5 |
Liberty Mutual Group Asset Management Inc. | 3 | 2 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2017 | 5 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 5 | 5 | 0.14% | 0.19% | 0.22% | Q1 2021 | Q1 2022 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Exchange Capital Management, Inc. | 5 | 5 | 0.14% | 0.18% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Intellectus Partners, LLC | 5 | 5 | 1.35% | 1.49% | 1.63% | Q4 2016 | Q4 2017 | 5 |
MADDEN SECURITIES Corp | 5 | 5 | 0.19% | 1.55% | 2.24% | Q3 2022 | Q3 2023 | 5 |
THREADGILL FINANCIAL, LLC | 5 | 5 | 1.33% | 2.12% | 3.09% | Q4 2021 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
FAIRFIELD, BUSH & CO. | 5 | 5 | 0.59% | 0.94% | 1.33% | Q3 2022 | Q3 2023 | 5 |
Archer Investment Corp | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
PointState Capital LP | 4 | 1 | 0.17% | 0.70% | 1.71% | Q3 2020 | Q2 2022 | 5 |
Slow Capital, Inc. | 5 | 5 | 0.30% | 0.45% | 0.54% | Q3 2022 | Q3 2023 | 5 |
CLEARBRIDGE, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2018 | 5 |
MURPHY CAPITAL MANAGEMENT INC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2014 | Q3 2015 | 5 |
Fiduciary Group LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Steward Financial Group LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
PANAGORA ASSET MANAGEMENT INC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 5 |
Bristlecone Advisors, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 5 |
Horan Securities, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Foster Victor Wealth Advisors, LLC | 4 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Oxler Private Wealth LLC | 5 | 5 | 0.05% | 0.17% | 0.33% | Q3 2021 | Q3 2022 | 5 |
UNITED MARITIME CAPITAL LLC | 5 | 5 | 0.85% | 1.86% | 3.09% | Q3 2021 | Q3 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.12% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
American Money Management, LLC | 5 | 5 | 0.46% | 0.80% | 1.22% | Q3 2022 | Q3 2023 | 5 |
PICTET ASSET MANAGEMENT LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
GAMBLE JONES INVESTMENT COUNSEL | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Freedom Day Solutions, LLC | 4 | 1 | 0.15% | 0.28% | 0.64% | Q1 2022 | Q3 2023 | 5 |
Stratos Wealth Advisors, LLC | 4 | 1 | 0.03% | 0.30% | 0.39% | Q4 2018 | Q1 2022 | 5 |
Jump Financial, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 5 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
M. Kulyk & Associates, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q2 2023 | 4 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 4 | 4 | 0.20% | 0.37% | 0.72% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.49% | 0.66% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Ritter Daniher Financial Advisory LLC / DE | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.15% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 4 |
CAXTON ASSOCIATES LP | 4 | 4 | 0.47% | 0.97% | 1.84% | Q2 2015 | Q1 2016 | 4 |
Legacy Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2023 | 4 |
Faithward Advisors, LLC | 4 | 4 | 0.78% | 0.79% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Connecticut Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Cavalier Investments, LLC | 3 | 1 | 0.14% | 0.23% | 0.31% | Q3 2017 | Q1 2020 | 4 |
GARDNER LEWIS ASSET MANAGEMENT L P | 3 | 1 | 0.17% | 0.38% | 0.50% | Q3 2014 | Q4 2015 | 4 |
Enlightenment Research, LLC | 2 | 1 | 0.29% | 0.38% | 0.44% | Q1 2020 | Q1 2022 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.02% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.66% | 0.79% | 1.01% | Q4 2022 | Q3 2023 | 4 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 1 | 0.72% | 1.85% | 3.06% | Q4 2020 | Q4 2022 | 4 |
Intrinsic Edge Capital Management LLC | 4 | 4 | 0.12% | 0.25% | 0.36% | Q1 2020 | Q4 2020 | 4 |
Marietta Wealth Management, LLC | 4 | 4 | 1.00% | 1.12% | 1.20% | Q4 2022 | Q3 2023 | 4 |
Greenwich Investment Management, Inc. | 3 | 1 | 0.15% | 0.19% | 0.25% | Q4 2021 | Q2 2023 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Insight Wealth Strategies, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2020 | Q1 2021 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 4 |
Cardan Capital Partners, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
SENTINEL TRUST CO LBA | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Gemsstock Ltd. | 4 | 4 | 1.89% | 2.98% | 4.51% | Q2 2021 | Q1 2022 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
One Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 4 |
Ativo Capital Management LLC | 4 | 4 | 0.30% | 0.33% | 0.36% | Q4 2017 | Q3 2018 | 4 |
Granite Point Capital Management, L.P. | 3 | 1 | 0.07% | 0.31% | 0.66% | Q4 2017 | Q1 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
BANK PICTET & CIE (ASIA) LTD | 4 | 4 | 0.36% | 0.42% | 0.48% | Q4 2022 | Q3 2023 | 4 |
SUFFOLK CAPITAL MANAGEMENT LLC | 4 | 4 | 1.22% | 1.63% | 1.91% | Q4 2016 | Q3 2017 | 4 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
WINDACRE PARTNERSHIP LLC | 4 | 4 | 5.09% | 7.81% | 9.70% | Q4 2022 | Q3 2023 | 4 |
CONGRESS ASSET MANAGEMENT CO /MA | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 0.39% | 0.70% | 1.13% | Q1 2020 | Q2 2021 | 4 |
Hamilton Wealth, LLC | 4 | 4 | 0.08% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.04% | 0.28% | 0.80% | Q2 2017 | Q1 2023 | 4 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.14% | 0.28% | 0.56% | Q4 2013 | Q4 2019 | 4 |
ROMANO BROTHERS AND COMPANY | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
BRIGHTON JONES LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Campbell & CO Investment Adviser LLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Miura Global Management | 4 | 4 | 4.46% | 5.96% | 8.63% | Q3 2017 | Q2 2018 | 4 |
Interval Partners, LP | 3 | 1 | 0.06% | 0.15% | 0.32% | Q2 2022 | Q2 2023 | 4 |
Arbor Investment Advisors, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Legacy Capital Wealth Partners, LLC | 2 | 1 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 4 |
CABOT WEALTH MANAGEMENT INC | 4 | 4 | 0.40% | 0.44% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Advisors Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
SevenOneSeven Capital Management | 4 | 4 | 0.50% | 0.60% | 0.67% | Q4 2022 | Q3 2023 | 4 |
SHUFRO ROSE & CO LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Jane Street Holding, LLC | 3 | 3 | 0.04% | 0.16% | 0.29% | Q2 2013 | Q4 2013 | 4 |
Knoll Capital Management, LLC | 4 | 4 | 0.35% | 0.47% | 0.56% | Q3 2021 | Q2 2022 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 4 |
Oakworth Capital, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Southpoint Capital Advisors LP | 4 | 4 | 1.62% | 3.28% | 5.28% | Q1 2014 | Q4 2014 | 4 |
Abundance Wealth Counselors | 4 | 4 | 0.04% | 0.09% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Edge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2018 | 4 |
Li Winifred I | 4 | 4 | 0.08% | 0.36% | 0.69% | Q1 2014 | Q4 2014 | 4 |
TimesSquare Capital Management, LLC | 4 | 4 | 0.03% | 0.22% | 0.48% | Q2 2013 | Q1 2014 | 4 |
SG3 Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2019 | 4 |
Artemis Wealth Advisors, LLC | 2 | 2 | 0.79% | 1.25% | 1.85% | Q3 2021 | Q3 2023 | 4 |
Geneva Partners, LLC | 2 | 2 | 0.68% | 1.93% | 3.32% | Q3 2017 | Q2 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SouthState Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.32% | 0.38% | 0.46% | Q4 2022 | Q3 2023 | 4 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PALLADIEM, LLC | 3 | 1 | 0.16% | 0.28% | 0.34% | Q4 2020 | Q4 2021 | 4 |
Epoch Investment Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Perpetual Ltd | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 4 |
GREENWOOD GEARHART INC | 4 | 4 | 1.03% | 1.20% | 1.33% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.02% | 0.08% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Well Done, LLC | 3 | 1 | 0.01% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 4 |
Spouting Rock Asset Management, LLC | 2 | 2 | 0.23% | 0.33% | 0.39% | Q1 2021 | Q1 2023 | 4 |
GLG Partners LP | 2 | 1 | 0.02% | 0.12% | 0.32% | Q2 2014 | Q4 2016 | 4 |
PEREGRINE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Requisite Capital Management, LLC | 2 | 2 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q4 2021 | 4 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 4 | 4 | 0.04% | 0.09% | 0.11% | Q3 2018 | Q2 2019 | 4 |
Desjardins Global Asset Management Inc. | 4 | 4 | 0.00% | 0.34% | 0.62% | Q4 2022 | Q3 2023 | 4 |
JUPITER ASSET MANAGEMENT LTD | 4 | 4 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q1 2021 | 4 |
SOMERVILLE KURT F | 4 | 4 | 0.31% | 0.46% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Ranger International Management, LP | 4 | 4 | 0.08% | 1.46% | 5.09% | Q3 2016 | Q2 2017 | 4 |
Raub Brock Capital Management LP | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
NS Partners Ltd | 4 | 4 | 0.04% | 0.08% | 0.11% | Q4 2021 | Q3 2022 | 4 |
WealthStone, Inc. | 3 | 1 | 0.00% | 0.12% | 0.20% | Q2 2019 | Q4 2020 | 4 |
GUYASUTA INVESTMENT ADVISORS INC | 4 | 4 | 0.93% | 1.07% | 1.16% | Q4 2022 | Q3 2023 | 4 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
QCM Cayman, Ltd. | 2 | 1 | 0.66% | 2.46% | 4.34% | Q4 2020 | Q2 2023 | 4 |
Curated Wealth Partners LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.01% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Sound View Wealth Advisors Group, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 4 |
OKABENA INVESTMENT SERVICES INC | 2 | 1 | 0.01% | 0.05% | 0.15% | Q4 2021 | Q2 2023 | 4 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 4 |
New Millennium Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Financial Connections Group, Inc. | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 4 |
XTX Topco Ltd | 4 | 4 | 0.20% | 0.25% | 0.30% | Q2 2022 | Q1 2023 | 4 |
FWL INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.08% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Certified Advisory Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 4 |
Avion Wealth | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.54% | 0.82% | 1.37% | Q1 2023 | Q4 2023 | 4 |
Blueprint Investment Partners LLC | 2 | 2 | 0.06% | 0.14% | 0.24% | Q3 2021 | Q1 2023 | 4 |
Wedmont Private Capital | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
DIMENSION CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.09% | 0.13% | Q2 2022 | Q2 2023 | 4 |
Aviance Capital Partners, LLC | 4 | 4 | 0.07% | 0.57% | 1.42% | Q4 2021 | Q3 2022 | 4 |
CNB Bank | 4 | 4 | 0.04% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
CarsonAllaria Wealth Management, Ltd. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
READYSTATE ASSET MANAGEMENT LP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Pendal Group Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
DGS Capital Management, LLC | 2 | 2 | 0.20% | 0.24% | 0.31% | Q4 2021 | Q1 2023 | 4 |
Schubert & Co | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
Pinkerton Retirement Specialists, LLC | 3 | 1 | 0.08% | 0.13% | 0.22% | Q4 2016 | Q2 2023 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 0.61% | 0.73% | 0.82% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
QUEST INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.34% | 0.57% | 1.22% | Q3 2021 | Q2 2022 | 4 |
Burns Matteson Capital Management, LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q2 2021 | Q1 2022 | 4 |
BANQUE PICTET & CIE SA | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Park Place Capital Corp | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
LifeSteps Financial, Inc. | 4 | 4 | 0.27% | 0.31% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.12% | 0.35% | 0.52% | Q1 2021 | Q4 2021 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 2.01% | 2.29% | 2.50% | Q4 2022 | Q3 2023 | 4 |
Ground Swell Capital, LLC | 1 | 1 | 0.36% | 1.21% | 2.36% | Q4 2021 | Q3 2023 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.10% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
JB Capital LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q2 2022 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.07% | 0.26% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Prossimo Advisors, LLC | 4 | 4 | 0.99% | 1.75% | 2.37% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 0.43% | 0.45% | 0.46% | Q4 2022 | Q3 2023 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
HOHIMER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.20% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.00% | 0.31% | 0.66% | Q4 2022 | Q3 2023 | 4 |
C2C Wealth Management, LLC | 3 | 1 | 0.05% | 0.22% | 0.31% | Q4 2021 | Q3 2023 | 4 |
TFB Advisors LLC | 4 | 4 | 0.21% | 0.32% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Farmers & Merchants Trust Co of Long Beach | 4 | 4 | 0.06% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Syntal Capital Partners, LLC | 4 | 4 | 0.48% | 0.63% | 0.73% | Q3 2017 | Q2 2018 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 1 | 0.02% | 0.45% | 0.95% | Q3 2018 | Q3 2020 | 4 |
WASHINGTON TRUST BANK | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q4 2014 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2022 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q2 2022 | 4 |
Silvant Capital Management LLC | 4 | 4 | 0.56% | 0.62% | 0.69% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Moors & Cabot, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 4 |
INVERNESS COUNSEL LLC /NY/ | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Brevan Howard Capital Management LP | 4 | 4 | 0.05% | 0.07% | 0.10% | Q3 2022 | Q2 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Eisler Capital (UK) Ltd. | 3 | 3 | 0.01% | 0.30% | 0.48% | Q3 2021 | Q1 2022 | 4 |
Two Creeks Capital Management, LP | 4 | 4 | 3.85% | 4.85% | 5.51% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. AG | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Compound Global Advisors, LLC | 4 | 4 | 1.32% | 1.64% | 2.18% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.13% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Hemenway Trust Co LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.22% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.27% | 0.30% | 0.33% | Q1 2021 | Q2 2021 | 4 |
Purus Wealth Management, LLC | 2 | 2 | 0.14% | 0.18% | 0.21% | Q3 2021 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.07% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OppenheimerFunds, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q1 2019 | 3 |
BigSur Wealth Management LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
INSTITUTIONAL CAPITAL LLC | 3 | 3 | 1.32% | 1.48% | 1.70% | Q3 2014 | Q1 2015 | 3 |
M&R CAPITAL MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2023 | 3 |
WHV Investments, Inc. | 3 | 3 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2013 | 3 |
LGL PARTNERS, LLC | 3 | 3 | 0.02% | 0.09% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Black Swift Group, LLC | 1 | 1 | 0.36% | 1.12% | 1.78% | Q1 2022 | Q3 2023 | 3 |
Founders Capital Management | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2023 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.33% | 0.58% | Q2 2013 | Q4 2022 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Integrated Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
RFG Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2016 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Melvin Capital Management LP | 3 | 3 | 1.14% | 1.38% | 1.74% | Q3 2021 | Q1 2022 | 3 |
FolioMetrix LLC | 3 | 3 | 0.13% | 0.20% | 0.25% | Q4 2014 | Q2 2015 | 3 |
Raab & Moskowitz Asset Management LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
One River Asset Management, LLC | 1 | 1 | 0.01% | 0.10% | 0.17% | Q3 2023 | Q3 2023 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q4 2022 | 3 |
Sculptor Capital LP | 2 | 1 | 0.06% | 0.59% | 0.90% | Q2 2021 | Q3 2022 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Tidal Investments LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
NovaPoint Capital, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2021 | Q3 2021 | 3 |
NZS Capital, LLC | 3 | 3 | 0.31% | 0.95% | 1.36% | Q2 2021 | Q4 2021 | 3 |
PrairieView Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
HOWARD HUGHES MEDICAL INSTITUTE | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
TELEMUS CAPITAL, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
PUZO MICHAEL J | 3 | 3 | 0.14% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Aveo Capital Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
COMGEST GLOBAL INVESTORS S.A.S. | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Pure Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q4 2023 | 3 |
Carroll Financial Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PDT Partners, LLC | 1 | 1 | 0.02% | 0.13% | 0.24% | Q2 2013 | Q2 2015 | 3 |
WEXFORD CAPITAL LP | 2 | 1 | 0.08% | 0.23% | 0.35% | Q4 2018 | Q3 2023 | 3 |
ATWOOD & PALMER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 3 | 3 | 0.87% | 0.99% | 1.06% | Q1 2023 | Q3 2023 | 3 |
Resource Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2 | 1 | 0.27% | 1.29% | 2.46% | Q1 2021 | Q4 2021 | 3 |
Steigerwald, Gordon & Koch Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Rossmore Private Capital | 2 | 1 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q3 2023 | 3 |
DEERE & CO | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Gerstein Fisher | 3 | 3 | 0.09% | 0.13% | 0.19% | Q2 2013 | Q4 2013 | 3 |
ARGI Investment Services, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Fiera Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 2 | 1 | 0.60% | 1.58% | 2.21% | Q3 2021 | Q3 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.10% | 0.15% | 0.19% | Q4 2017 | Q2 2018 | 3 |
GRATRY & Co LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2016 | Q3 2016 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.16% | 0.46% | Q1 2018 | Q3 2023 | 3 |
CONTINENTAL INVESTORS SERVICES, INC. | 2 | 1 | 0.48% | 0.64% | 0.80% | Q4 2021 | Q2 2023 | 3 |
BRR OpCo, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
SOROS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.87% | 1.53% | 2.09% | Q2 2021 | Q1 2022 | 3 |
DOLIVER ADVISORS, LP | 3 | 3 | 0.34% | 0.39% | 0.48% | Q2 2023 | Q4 2023 | 3 |
Cypress Wealth Advisors LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2016 | Q1 2017 | 3 |
Reynders McVeigh Capital Management, LLC | 3 | 3 | 0.02% | 0.17% | 0.35% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 3 |
Central Square Management LLC | 3 | 3 | 0.35% | 0.81% | 1.33% | Q2 2015 | Q4 2015 | 3 |
Firefly Value Partners, LP | 3 | 3 | 7.99% | 8.59% | 9.47% | Q2 2013 | Q4 2013 | 3 |
Banco Santander, S.A. | 2 | 1 | 0.03% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 3 |
White Elm Capital, LLC | 3 | 3 | 2.93% | 3.02% | 3.16% | Q2 2013 | Q4 2013 | 3 |
Oak Harvest Investment Services | 3 | 3 | 0.06% | 0.11% | 0.15% | Q1 2023 | Q3 2023 | 3 |
ASHFORD CAPITAL MANAGEMENT INC | 3 | 3 | 0.20% | 0.21% | 0.23% | Q2 2013 | Q4 2013 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
K.J. Harrison & Partners Inc | 2 | 1 | 0.08% | 0.18% | 0.36% | Q3 2014 | Q1 2020 | 3 |
MidWestOne Financial Group, Inc. | 2 | 1 | 0.05% | 0.13% | 0.29% | Q4 2022 | Q3 2023 | 3 |
NKCFO LLC | 3 | 3 | 3.83% | 4.50% | 5.29% | Q4 2018 | Q2 2019 | 3 |
Cutter & CO Brokerage, Inc. | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Hemington Wealth Management | 2 | 1 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q2 2023 | 3 |
Old North State Trust, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 3 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.05% | 0.09% | 0.18% | Q1 2015 | Q2 2019 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.05% | 0.08% | 0.12% | Q4 2017 | Q4 2018 | 3 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 3 | 3 | 0.33% | 1.02% | 1.83% | Q4 2018 | Q2 2019 | 3 |
GlobalBridge, Inc. | 3 | 3 | 0.13% | 0.14% | 0.15% | Q3 2013 | Q1 2014 | 3 |
FSM Wealth Advisors, LLC | 3 | 3 | 0.17% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
GLG LLC | 1 | 1 | 0.00% | 0.08% | 0.20% | Q2 2014 | Q4 2016 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.36% | 0.59% | 0.72% | Q1 2023 | Q3 2023 | 3 |
Parsec Financial Management, Inc. | 3 | 3 | 0.08% | 0.16% | 0.23% | Q3 2022 | Q1 2023 | 3 |
Point72 Middle East FZE | 3 | 3 | 0.10% | 0.24% | 0.42% | Q4 2022 | Q2 2023 | 3 |
F&C Asset Management plc | 3 | 3 | 1.38% | 1.48% | 1.60% | Q2 2013 | Q4 2013 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
America First Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 1 | 0.02% | 0.08% | 0.12% | Q2 2019 | Q2 2023 | 3 |
SENTINEL ASSET MANAGEMENT, INC. | 3 | 3 | 0.40% | 0.44% | 0.47% | Q2 2013 | Q4 2013 | 3 |
CASCADE INVESTMENT GROUP, INC. | 3 | 3 | 0.24% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
MOTCO | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Western Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 3 |
IAM Advisory, LLC | 2 | 1 | 0.12% | 0.30% | 0.41% | Q3 2021 | Q2 2023 | 3 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.72% | 0.77% | 0.86% | Q2 2021 | Q4 2021 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2015 | 3 |
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD | 3 | 3 | 6.88% | 11.02% | 13.15% | Q1 2023 | Q3 2023 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.24% | 0.26% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NORDEA INVESTMENT MANAGEMENT AB | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 3 |
MARATHON CAPITAL MANAGEMENT | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q3 2021 | 3 |
NISA INVESTMENT ADVISORS, LLC | 1 | 1 | 0.02% | 0.17% | 0.39% | Q2 2013 | Q4 2022 | 3 |
CENTRAL BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 1.65% | 1.84% | 1.96% | Q1 2023 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q4 2021 | 3 |
SECURITY NATIONAL TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 3 |
Sheets Smith Investment Management | 2 | 1 | 0.33% | 1.12% | 1.77% | Q4 2020 | Q1 2022 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.08% | 0.10% | 0.10% | Q1 2022 | Q2 2023 | 3 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.33% | 0.40% | 0.46% | Q2 2013 | Q2 2015 | 3 |
NTB Financial Corp | 3 | 3 | 0.48% | 0.57% | 0.67% | Q4 2021 | Q2 2022 | 3 |
Gyon Technologies Capital Management, LP | 3 | 3 | 0.06% | 0.37% | 0.94% | Q2 2022 | Q4 2022 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.10% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
ML & R WEALTH MANAGEMENT LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Werba Rubin Papier Wealth Management | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Austin Private Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 2 | 1 | 0.09% | 0.16% | 0.26% | Q4 2021 | Q2 2023 | 3 |
Symphony Financial, Ltd. Co. | 3 | 3 | 0.14% | 0.19% | 0.23% | Q1 2021 | Q3 2021 | 3 |
Leucadia National | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
11 Capital Partners LP | 2 | 1 | 3.10% | 4.95% | 6.86% | Q2 2022 | Q3 2023 | 3 |
Single Point Partners, LLC | 2 | 1 | 0.06% | 0.22% | 0.51% | Q1 2022 | Q2 2023 | 3 |
Parcion Private Wealth LLC | 2 | 1 | 0.06% | 0.66% | 1.01% | Q4 2019 | Q3 2023 | 3 |
AXS Investments LLC | 3 | 3 | 0.04% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.14% | 0.35% | Q4 2015 | Q1 2019 | 3 |
DMC Group, LLC | 3 | 3 | 0.22% | 0.26% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Atlantic Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 3 |
Investment Research & Advisory Group, Inc. | 3 | 3 | 1.01% | 1.07% | 1.14% | Q1 2023 | Q3 2023 | 3 |
Goldstream Capital Management Ltd | 3 | 3 | 0.10% | 0.46% | 0.97% | Q1 2023 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
HBC Financial Services, PLLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Appaloosa Management | 3 | 3 | 0.19% | 0.47% | 0.68% | Q4 2013 | Q2 2014 | 3 |
O'Neil Global Advisors, Inc. | 2 | 1 | 0.18% | 0.99% | 2.56% | Q2 2021 | Q2 2023 | 3 |
Breakwater Capital Group | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.10% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Aprio Wealth Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.05% | 0.10% | Q1 2023 | Q3 2023 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.56% | 0.57% | 0.58% | Q1 2022 | Q3 2022 | 3 |
JDM Financial Group LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
UNTITLED INVESTMENTS LP | 2 | 1 | 0.38% | 0.84% | 1.59% | Q3 2022 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 3 |
First Command Financial Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 3 |
First Command Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
JT Stratford LLC | 3 | 3 | 0.23% | 0.28% | 0.31% | Q1 2023 | Q3 2023 | 3 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 3 | 3 | 0.38% | 0.41% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Worth Venture Partners, LLC | 3 | 3 | 0.19% | 0.27% | 0.31% | Q4 2017 | Q2 2018 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.14% | 0.22% | 0.26% | Q1 2019 | Q3 2019 | 3 |
KCS Wealth Advisory | 2 | 1 | 0.09% | 0.09% | 0.10% | Q3 2019 | Q4 2021 | 3 |
ARK Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PRIO WEALTH LIMITED PARTNERSHIP | 2 | 2 | 0.46% | 0.51% | 0.55% | Q2 2023 | Q3 2023 | 2 |
SHAPIRO ROBERT N | 2 | 2 | 0.20% | 0.21% | 0.22% | Q3 2014 | Q4 2014 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q2 2014 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.15% | 0.17% | 0.19% | Q1 2020 | Q2 2020 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q3 2013 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
DARUMA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q4 2022 | 2 |
WADE G W & INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Coatue Management | 2 | 2 | 0.01% | 0.08% | 0.15% | Q3 2022 | Q4 2022 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q4 2021 | 2 |
CIM INVESTMENT MANAGEMENT INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q2 2017 | 2 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.11% | 0.22% | 0.34% | Q3 2022 | Q1 2023 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 2 |
Profit Investment Management, LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q3 2013 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 2 |
Ledyard National Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 2 |
Empyrean Capital Partners, LP | 2 | 2 | 0.67% | 0.69% | 0.72% | Q1 2016 | Q2 2016 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Texas Yale Capital Corp. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Baldwin Investment Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q2 2023 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Clal Insurance Enterprises Holdings Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Redwood Investments, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Stockman Wealth Management, Inc. | 2 | 2 | 1.88% | 1.99% | 2.10% | Q2 2023 | Q3 2023 | 2 |
Tradeworx Inc. | 1 | 1 | 0.13% | 0.16% | 0.19% | Q1 2013 | Q4 2013 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2018 | Q1 2019 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.31% | 0.62% | Q1 2015 | Q1 2017 | 2 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 2 | 2 | 0.19% | 0.36% | 0.52% | Q4 2018 | Q1 2019 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.12% | 0.14% | 0.16% | Q3 2013 | Q2 2021 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Dana Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
First Heartland Consultants, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 2 |
Greenwich Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Endurance Wealth Management, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2017 | 2 |
EMG Holdings, L.P. | 1 | 1 | 0.12% | 0.21% | 0.30% | Q1 2022 | Q1 2022 | 2 |
WMS Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 2 |
Accuvest Global Advisors | 2 | 2 | 0.14% | 0.38% | 0.62% | Q4 2021 | Q1 2022 | 2 |
Contour Asset Management LLC | 2 | 2 | 3.53% | 4.25% | 4.97% | Q4 2022 | Q1 2023 | 2 |
Ulysses Management LLC | 2 | 2 | 0.22% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Lumina Fund Management LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2022 | Q3 2022 | 2 |
First Western Trust Bank | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Stelac Advisory Services LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2022 | Q3 2022 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Artemis Investment Management LLP | 1 | 1 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q4 2021 | 2 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q1 2023 | 2 |
Alphadyne Asset Management LP | 1 | 1 | 0.03% | 0.06% | 0.10% | Q3 2023 | Q3 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.43% | 0.94% | 1.45% | Q4 2022 | Q1 2023 | 2 |
Copeland Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Glaxis Capital Management, LLC | 1 | 1 | 1.28% | 4.76% | 8.25% | Q2 2017 | Q2 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Baader Bank Aktiengesellschaft | 2 | 2 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Arizona State Retirement System | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.14% | 0.98% | 1.82% | Q1 2017 | Q4 2017 | 2 |
QUENTEC ASSET MANAGEMENT LLC | 2 | 2 | 1.26% | 1.37% | 1.48% | Q1 2015 | Q2 2015 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 2 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 2 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 1.83% | 2.02% | 2.20% | Q2 2023 | Q3 2023 | 2 |
Allen Capital Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CHICAGO TRUST Co NA | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Family Firm, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
MCF Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2011 | Q1 2012 | 2 |
SCHOLTZ & COMPANY, LLC | 2 | 2 | 0.88% | 0.91% | 0.94% | Q2 2023 | Q3 2023 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Grassi Investment Management | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.16% | 0.55% | 0.94% | Q3 2020 | Q2 2021 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CMT Capital Markets Trading GmbH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.08% | 0.14% | Q2 2021 | Q3 2021 | 2 |
First PREMIER Bank | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
PT ASSET MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.22% | 0.30% | Q2 2015 | Q2 2015 | 2 |
Renasant Bank | 2 | 2 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Appaloosa LP | 2 | 2 | 0.93% | 1.00% | 1.08% | Q2 2023 | Q3 2023 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Folger Hill Asset Management LP | 1 | 1 | 0.05% | 0.07% | 0.10% | Q1 2016 | Q1 2018 | 2 |
Rokos Capital Management LLP | 2 | 2 | 0.74% | 0.87% | 1.01% | Q1 2022 | Q2 2022 | 2 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.00% | 0.63% | 1.25% | Q3 2016 | Q3 2023 | 2 |
Inspire Investing, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2020 | 2 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 2.47% | 2.56% | 2.64% | Q4 2021 | Q1 2022 | 2 |
Nicholas Hoffman & Company, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.10% | 0.11% | 0.13% | Q1 2021 | Q3 2021 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.05% | 0.10% | Q3 2020 | Q3 2022 | 2 |
Syverson Strege & Co | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.22% | 0.33% | 0.45% | Q2 2023 | Q3 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q1 2017 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2021 | 2 |
Glenview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Symmetry Investments LP | 1 | 1 | 0.28% | 0.65% | 1.02% | Q2 2021 | Q2 2022 | 2 |
PFG Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Ostrum Asset Management U.S., LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Valley Forge Capital Management, LP | 2 | 2 | 1.26% | 1.40% | 1.54% | Q2 2023 | Q3 2023 | 2 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.15% | 0.31% | 0.46% | Q3 2022 | Q3 2023 | 2 |
Heritage Trust Co | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Noked Capital LTD | 2 | 2 | 1.05% | 1.07% | 1.09% | Q4 2021 | Q1 2022 | 2 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 1.77% | 2.08% | 2.39% | Q2 2020 | Q1 2022 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Parplus Partners | 1 | 1 | 0.11% | 0.12% | 0.13% | Q4 2019 | Q4 2019 | 2 |
Security National Bank | 2 | 2 | 1.31% | 1.40% | 1.49% | Q2 2023 | Q3 2023 | 2 |
KCL Capital, L.P. | 2 | 2 | 1.01% | 1.45% | 1.89% | Q4 2020 | Q1 2021 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Holistic Financial Partners | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2017 | Q1 2018 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 0.08% | 0.10% | 0.13% | Q2 2018 | Q3 2018 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.03% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
MayTech Global Investments, LLC | 2 | 2 | 1.83% | 2.74% | 3.66% | Q2 2023 | Q3 2023 | 2 |
Q3 Asset Management | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2021 | Q3 2021 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Old Port Advisors | 1 | 1 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 2 |
CloudAlpha Capital Management Limited/Hong Kong | 2 | 2 | 0.69% | 1.55% | 2.41% | Q1 2021 | Q2 2021 | 2 |
D1 Capital Partners L.P. | 2 | 2 | 0.59% | 0.90% | 1.21% | Q2 2022 | Q3 2022 | 2 |
Sunesis Advisors, LLC | 1 | 1 | 0.18% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 2 |
JGP Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Essex Savings Bank | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
JDC-JSC L.P. | 2 | 2 | 1.32% | 3.76% | 6.20% | Q2 2020 | Q3 2020 | 2 |
Principal Street Partners, LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 2 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 2 |
Susquehanna International Group Ltd. | 1 | 1 | 0.20% | 0.22% | 0.25% | Q3 2020 | Q3 2023 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Voit & Company, LLC | 1 | 1 | 0.21% | 0.28% | 0.36% | Q2 2019 | Q4 2019 | 2 |
Noked Israel Ltd | 2 | 2 | 1.05% | 1.07% | 1.09% | Q4 2021 | Q1 2022 | 2 |
MIROVA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
NICOLET ADVISORY SERVICES, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Core Alternative Capital | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 2 |
E Fund Management (Hong Kong) Co., Ltd. | 1 | 1 | 0.02% | 0.07% | 0.12% | Q2 2023 | Q4 2023 | 2 |
Aperture Investors, LLC | 2 | 2 | 0.39% | 0.66% | 0.92% | Q1 2020 | Q2 2020 | 2 |
SkyOak Wealth, LLC | 1 | 1 | 0.09% | 0.14% | 0.19% | Q4 2019 | Q3 2023 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Connacht Asset Management LP | 2 | 2 | 0.11% | 0.21% | 0.31% | Q4 2022 | Q1 2023 | 2 |
Soltis Investment Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Mine & Arao Wealth Creation & Management, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
NWK Group, Inc. | 2 | 2 | 3.68% | 3.76% | 3.85% | Q1 2023 | Q2 2023 | 2 |
Resonant Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2020 | Q3 2021 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Revolve Wealth Partners, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Standard Family Office LLC | 2 | 2 | 0.02% | 0.16% | 0.30% | Q1 2021 | Q2 2021 | 2 |
Verdad Advisers, LP | 2 | 2 | 0.54% | 0.64% | 0.74% | Q2 2023 | Q3 2023 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.70% | 0.79% | 0.87% | Q4 2020 | Q1 2021 | 2 |
qPULA Trading Management LP | 2 | 2 | 0.48% | 1.29% | 2.10% | Q3 2021 | Q4 2021 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q2 2023 | 2 |
Wealthgate Family Office, LLC | 2 | 2 | 0.38% | 0.40% | 0.42% | Q4 2021 | Q1 2022 | 2 |
CastleKnight Management LP | 2 | 2 | 0.09% | 0.12% | 0.15% | Q3 2022 | Q4 2022 | 2 |
LifePro Asset Management | 2 | 2 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q1 2021 | 2 |
APEIRON CAPITAL Ltd | 2 | 2 | 0.74% | 0.96% | 1.18% | Q2 2023 | Q3 2023 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q1 2022 | Q2 2022 | 2 |
Greystone Financial Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Constitution Capital LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q4 2022 | 2 |
Thrive Capital Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q4 2020 | Q1 2021 | 2 |
Palumbo Wealth Management LLC | 2 | 2 | 0.37% | 0.40% | 0.43% | Q3 2021 | Q4 2021 | 2 |
Simplify Asset Management Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Koss-Olinger Consulting, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Bradley & Co. Private Wealth Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MONUMENTAL FINANCIAL GROUP INC. | 2 | 2 | 0.90% | 0.97% | 1.04% | Q4 2022 | Q1 2023 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WealthTrust Asset Management, LLC | 2 | 2 | 0.97% | 1.03% | 1.10% | Q2 2021 | Q3 2021 | 2 |
Y.D. More Investments Ltd | 1 | 1 | 1.08% | 1.18% | 1.29% | Q4 2022 | Q3 2023 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
STUDIO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Stiles Financial Services Inc | 2 | 2 | 0.21% | 0.45% | 0.69% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Barden Capital Management, Inc. | 2 | 2 | 0.21% | 0.23% | 0.25% | Q1 2023 | Q2 2023 | 2 |
SC&H Financial Advisors, Inc. | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Ameliora Wealth Management Ltd. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
KEYSTONE INVESTORS PTE LTD | 2 | 2 | 1.90% | 2.73% | 3.57% | Q4 2022 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ANGELES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Momentum Advisors, LLC | 2 | 2 | 0.46% | 0.48% | 0.50% | Q3 2022 | Q4 2022 | 2 |
XY Capital Ltd | 1 | 1 | 0.57% | 0.68% | 0.78% | Q2 2023 | Q2 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Value Aligned Research Advisors, LLC | 2 | 2 | 6.41% | 6.50% | 6.58% | Q4 2022 | Q1 2023 | 2 |
Family Capital Management, Inc. | 2 | 2 | 0.17% | 0.21% | 0.24% | Q2 2023 | Q3 2023 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.04% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Values Added Financial LLC | 2 | 2 | 0.41% | 0.46% | 0.52% | Q2 2023 | Q3 2023 | 2 |
Trivant Custom Portfolio Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.40% | 0.46% | 0.51% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Knollwood Investment Advisory, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
FIRST NATIONAL BANK OF OMAHA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CITY HOLDING CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
CARRET ASSET MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
MUNDER CAPITAL MANAGEMENT | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
BBVA USA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
STRATEGIC WEALTH MANAGEMENT INC | 2 | 2 | 0.52% | 0.52% | 0.53% | Q3 2021 | Q4 2021 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 2 | 2 | 0.00% | 0.25% | 0.50% | Q2 2023 | Q3 2023 | 2 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 2 | 0.03% | 0.06% | 0.09% | Q1 2019 | Q2 2019 | 2 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Urban Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MILES CAPITAL, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Wallace Advisory Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2018 | Q4 2018 | 1 |
COLUMBUS CIRCLE INVESTORS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Phoenix Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TEXAS PERMANENT SCHOOL FUND CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.23% | 2.23% | 2.23% | Q1 2021 | Q1 2021 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Galvin, Gaustad & Stein, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Hel Ved Capital Management Ltd | 1 | 1 | 5.51% | 5.51% | 5.51% | Q2 2022 | Q2 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Falcon Wealth Planning | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Golden Green, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Wealthstream Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Sonnipe Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cresta Advisors, Ltd. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Johnson & White Wealth Management, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2022 | Q4 2022 | 1 |
BREWIN DOLPHIN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
One01 Capital, LP | 1 | 1 | 4.84% | 4.84% | 4.84% | Q1 2022 | Q1 2022 | 1 |
Wealthsimple US, Ltd. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Trinity Financial Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
CADENCE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Mosaic Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
DOCKYARD CAPITAL MANAGEMENT LP | 1 | 1 | 2.84% | 2.84% | 2.84% | Q1 2022 | Q1 2022 | 1 |
Dantai Capital Ltd | 1 | 1 | 3.16% | 3.16% | 3.16% | Q3 2023 | Q3 2023 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Andar Capital Management HK Ltd | 1 | 1 | 5.84% | 5.84% | 5.84% | Q4 2021 | Q4 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GENESEE VALLEY TRUST CO | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Pinpoint Asset Management Ltd | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2019 | Q4 2019 | 1 |
IBERIABANK CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2013 | Q1 2013 | 1 |
Mirova US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
BERKSHIRE CAPITAL HOLDINGS INC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2019 | Q4 2019 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Akaris Global Partners, LP | 1 | 1 | 2.74% | 2.74% | 2.74% | Q1 2022 | Q1 2022 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CERTUITY, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Resolute Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Empire Financial Management Company, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Appian Way Asset Management LP | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2020 | Q1 2020 | 1 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 1 | 1 | 1.98% | 1.98% | 1.98% | Q3 2023 | Q3 2023 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Frank, Rimerman Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
MARTINGALE ASSET MANAGEMENT L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
EARNEST PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
KG&L Capital Management,LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2023 | Q3 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BIRINYI ASSOCIATES INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
United Community Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Savoie Capital LLC | 1 | 1 | 3.84% | 3.84% | 3.84% | Q3 2023 | Q3 2023 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Atom Investors LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Leeward Financial Partners, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2023 | Q2 2023 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2021 | Q3 2021 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
55I, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
VIRIDIAN RIA, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Shay Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CHESAPEAKE ASSET MANAGEMENT LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2018 | Q1 2018 | 1 |
Capital Markets Trading UK LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Grace & Mercy Foundation, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Jordan Park Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Ridgewood Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ACCESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Beirne Wealth Consulting Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
COZAD ASSET MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 2.73% | 2.73% | 2.73% | Q3 2021 | Q3 2021 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2023 | Q2 2023 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
True North Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2015 | Q1 2015 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2020 | Q3 2020 | 1 |
Bray Capital Advisors | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2018 | Q2 2018 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2016 | Q4 2016 | 1 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2020 | Q2 2020 | 1 |
OGBORNE CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.41% | 3.41% | 3.41% | Q2 2022 | Q2 2022 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2016 | Q2 2016 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Bridgewater Advisors Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RENAISSANCE GROUP LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2013 | Q2 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BECKER CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2022 | Q4 2022 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EA Series Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2021 | Q1 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Wolf Group Capital Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
LMR Partners LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.34% | 1.34% | 1.34% | Q2 2021 | Q2 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Simcah Management LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2013 | Q4 2013 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Tekne Capital Management, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2014 | Q3 2014 | 1 |
PRAGMA GESTAO DE PATRIMONIO LTD | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2023 | Q3 2023 | 1 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
WESTERLY CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q1 2023 | Q1 2023 | 1 |
VICUS CAPITAL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 3.92% | 3.92% | 3.92% | Q4 2018 | Q4 2018 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Cowen Prime Services LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CAPE COD FIVE CENTS SAVINGS BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2022 | Q2 2022 | 1 |
Schwab Charitable Fund | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2013 | Q3 2013 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Soros Fund Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
Boston Trust Walden Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Andromeda Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
PARNASSUS INVESTMENTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ArchPoint Investors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 1 | 1 | 8.06% | 8.06% | 8.06% | Q1 2020 | Q1 2020 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Private Harbour Investment Management & Counsel, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2022 | Q1 2022 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Korea Investment CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Sentry Investments Corp. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
STELLIAM INVESTMENT MANAGEMENT, LP | 1 | 1 | 1.87% | 1.87% | 1.87% | Q4 2013 | Q4 2013 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Cupps Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Choate Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Callahan Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2015 | Q3 2015 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BANK OF STOCKTON | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
CIM, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cypress Capital Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2013 | Q2 2013 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
StoneX Group Inc. | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2022 | Q2 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
First National Bank of Hutchinson | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Lafayette Investments | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2020 | Q1 2020 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2021 | Q3 2021 | 1 |
Apex Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
CRITERION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
QUANTUM CAPITAL MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Lloyd Park, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2021 | Q4 2021 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Prosperity Consulting Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Intelligent Financial Strategies | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Peterson Wealth Services | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2023 | Q3 2023 | 1 |
Connective Portfolio Management, LLC | 1 | 1 | 4.41% | 4.41% | 4.41% | Q1 2022 | Q1 2022 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Taika Capital, LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2023 | Q2 2023 | 1 |
Ulrich Consultants & Investment Group, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2022 | Q2 2022 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bank of New Hampshire | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Vienna Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Doman Group, LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q4 2021 | Q4 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 2.33% | 2.33% | 2.33% | Q3 2021 | Q3 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
SOA Wealth Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ALYDAR PARTNERS LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lifestyle Asset Management, Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ASML HOLDING N V or have owned ASML HOLDING N V in the past.