Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.17% | Q1 2012 | Q3 2023 | 138 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.12% | 0.42% | Q2 2013 | Q3 2023 | 126 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.05% | 0.34% | Q2 2013 | Q3 2023 | 126 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.06% | 0.64% | Q2 2013 | Q3 2023 | 118 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 118 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.24% | 1.20% | Q2 2013 | Q3 2023 | 118 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.12% | 1.07% | Q2 2013 | Q3 2023 | 114 |
Parallax Volatility Advisers, L.P. | 31 | 9 | 0.00% | 0.13% | 0.85% | Q2 2013 | Q3 2023 | 112 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.07% | 0.33% | Q1 2013 | Q3 2023 | 109 |
UBS Group AG | 36 | 36 | 0.00% | 0.05% | 0.40% | Q4 2014 | Q3 2023 | 107 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.13% | 0.56% | Q2 2013 | Q3 2023 | 98 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 98 |
Citadel Advisors | 32 | 9 | 0.00% | 0.14% | 0.63% | Q2 2013 | Q3 2023 | 96 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.09% | 0.50% | Q4 2015 | Q3 2023 | 93 |
JANE STREET GROUP, LLC | 35 | 2 | 0.00% | 0.10% | 0.57% | Q1 2014 | Q3 2023 | 91 |
NOMURA HOLDINGS INC | 33 | 1 | 0.00% | 0.06% | 0.58% | Q4 2012 | Q3 2023 | 88 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 86 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.06% | 0.43% | Q1 2012 | Q3 2023 | 85 |
WOLVERINE ASSET MANAGEMENT LLC | 26 | 1 | 0.00% | 0.14% | 1.48% | Q2 2013 | Q3 2023 | 85 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.10% | 0.49% | Q2 2013 | Q3 2023 | 82 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 82 |
WOLVERINE TRADING, LLC | 13 | 1 | 0.00% | 0.12% | 0.38% | Q3 2016 | Q3 2023 | 78 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.08% | 0.63% | Q2 2013 | Q3 2023 | 78 |
HAP Trading, LLC | 30 | 2 | 0.00% | 0.07% | 0.72% | Q3 2015 | Q3 2023 | 75 |
TWO SIGMA SECURITIES, LLC | 24 | 1 | 0.00% | 0.16% | 0.88% | Q3 2015 | Q3 2023 | 72 |
CAPITAL FUND MANAGEMENT S.A. | 22 | 5 | 0.01% | 0.30% | 0.91% | Q4 2016 | Q3 2023 | 69 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.06% | 0.33% | Q3 2013 | Q3 2023 | 69 |
Jefferies Group LLC | 23 | 1 | 0.00% | 0.10% | 0.44% | Q4 2014 | Q3 2022 | 65 |
TWO SIGMA INVESTMENTS, LP | 15 | 1 | 0.00% | 0.12% | 0.78% | Q2 2013 | Q3 2023 | 64 |
Twin Tree Management, LP | 25 | 2 | 0.00% | 0.14% | 0.58% | Q4 2016 | Q3 2023 | 64 |
BALYASNY ASSET MANAGEMENT L.P. | 14 | 1 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 64 |
Laurion Capital Management LP | 11 | 7 | 0.00% | 0.18% | 0.73% | Q1 2015 | Q3 2023 | 62 |
Paloma Partners Management Co | 12 | 1 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 62 |
Bluefin Trading, LLC | 15 | 1 | 0.00% | 0.14% | 1.56% | Q3 2013 | Q2 2020 | 60 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 1 | 0.00% | 0.06% | 0.34% | Q1 2016 | Q3 2023 | 59 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.32% | 1.09% | Q3 2018 | Q3 2023 | 58 |
HighTower Advisors, LLC | 15 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 57 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.09% | 0.38% | Q2 2013 | Q3 2023 | 55 |
Centiva Capital, LP | 21 | 21 | 0.00% | 0.24% | 0.78% | Q3 2018 | Q3 2023 | 53 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.00% | 0.03% | 0.13% | Q4 2013 | Q1 2018 | 52 |
PRELUDE CAPITAL MANAGEMENT, LLC | 11 | 2 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 51 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.11% | 0.44% | Q2 2013 | Q3 2023 | 51 |
XR Securities LLC | 14 | 7 | 0.00% | 0.16% | 0.77% | Q2 2018 | Q3 2023 | 51 |
MARSHALL WACE, LLP | 18 | 1 | 0.00% | 0.12% | 1.18% | Q1 2014 | Q3 2023 | 50 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.10% | 0.52% | Q2 2013 | Q3 2023 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.01% | 0.09% | 0.39% | Q3 2011 | Q3 2023 | 49 |
Cubist Systematic Strategies, LLC | 23 | 1 | 0.00% | 0.14% | 0.56% | Q2 2014 | Q3 2023 | 45 |
CREDIT AGRICOLE S A | 21 | 1 | 0.00% | 0.13% | 0.53% | Q2 2013 | Q3 2023 | 44 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2017 | 44 |
Retirement Systems of Alabama | 43 | 43 | 0.01% | 0.11% | 0.24% | Q1 2013 | Q3 2023 | 43 |
TUDOR INVESTMENT CORP ET AL | 15 | 1 | 0.01% | 0.11% | 0.73% | Q2 2016 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.13% | 0.43% | Q1 2013 | Q3 2023 | 43 |
PEAK6 Group LLC | 9 | 1 | 0.00% | 0.04% | 0.33% | Q2 2013 | Q2 2018 | 43 |
Squarepoint Ops LLC | 14 | 1 | 0.01% | 0.14% | 0.71% | Q1 2016 | Q3 2023 | 43 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 43 |
Mizuho Markets Cayman LP | 16 | 16 | 0.01% | 2.06% | 16.75% | Q4 2019 | Q3 2023 | 43 |
AMALGAMATED BANK | 41 | 2 | 0.01% | 0.14% | 0.39% | Q4 2012 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.01% | 0.12% | 0.36% | Q1 2013 | Q3 2023 | 43 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.23% | 0.84% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.00% | 0.07% | 0.35% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.00% | 0.12% | 0.40% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.13% | 0.41% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.08% | 0.36% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.16% | 0.48% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.18% | 0.64% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.14% | 0.46% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.12% | 0.46% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.01% | 0.30% | 1.14% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.09% | 0.53% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.13% | 0.56% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.13% | 0.39% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.11% | 0.39% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.01% | 0.19% | 0.58% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.10% | 0.54% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.13% | 0.38% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.00% | 0.20% | 0.75% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.07% | 0.31% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.13% | 0.43% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA | 14 | 7 | 0.00% | 0.06% | 0.30% | Q1 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.14% | 0.45% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.18% | 0.81% | Q2 2013 | Q3 2023 | 42 |
Verition Fund Management LLC | 20 | 1 | 0.00% | 0.20% | 1.14% | Q3 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.14% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 42 |
CWM, LLC | 19 | 8 | 0.00% | 0.09% | 0.32% | Q4 2016 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.01% | 0.14% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.12% | 0.39% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.21% | 0.54% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.01% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 41 | 41 | 0.00% | 0.14% | 0.41% | Q3 2013 | Q3 2023 | 41 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 27 | 14 | 0.00% | 0.07% | 0.18% | Q3 2011 | Q3 2023 | 41 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 26 | 15 | 0.01% | 0.11% | 0.39% | Q2 2013 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 18 | 0.00% | 0.09% | 0.33% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.10% | 0.37% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 41 |
HUNTINGTON NATIONAL BANK | 24 | 17 | 0.00% | 0.15% | 0.77% | Q1 2009 | Q3 2023 | 41 |
AQR Capital Management | 35 | 1 | 0.00% | 0.03% | 0.15% | Q4 2012 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.01% | 0.14% | 0.42% | Q1 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.00% | 0.14% | 0.60% | Q2 2013 | Q3 2023 | 41 |
NORGES BANK | 28 | 2 | 0.00% | 0.09% | 0.35% | Q2 2012 | Q4 2022 | 40 |
AVIVA PLC | 27 | 13 | 0.00% | 0.10% | 0.33% | Q2 2013 | Q3 2023 | 40 |
STATE STREET CORP | 32 | 8 | 0.01% | 0.13% | 0.39% | Q2 2013 | Q3 2023 | 40 |
DIMENSIONAL FUND ADVISORS LP | 30 | 10 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.16% | 0.54% | Q4 2013 | Q3 2023 | 40 |
BLAIR WILLIAM & CO/IL | 28 | 12 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 40 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 4 | 0.00% | 0.11% | 0.36% | Q4 2011 | Q3 2023 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 39 |
Apriem Advisors | 22 | 1 | 0.00% | 0.13% | 0.34% | Q2 2013 | Q3 2023 | 39 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 17 | 7 | 0.00% | 0.11% | 0.38% | Q2 2013 | Q3 2023 | 39 |
RAYMOND JAMES & ASSOCIATES | 31 | 5 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 39 |
NATIXIS | 12 | 1 | 0.00% | 0.19% | 1.24% | Q2 2013 | Q3 2023 | 39 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.04% | 0.18% | Q4 2015 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.01% | 0.11% | 0.31% | Q1 2014 | Q3 2023 | 39 |
TCI Wealth Advisors, Inc. | 27 | 1 | 0.00% | 0.03% | 0.20% | Q4 2012 | Q3 2023 | 38 |
OPPENHEIMER & CO INC | 27 | 3 | 0.00% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 38 |
WEDBUSH SECURITIES INC | 26 | 12 | 0.01% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 38 |
FIRST TRUST ADVISORS LP | 31 | 7 | 0.00% | 0.11% | 0.27% | Q3 2013 | Q3 2023 | 38 |
Capula Management Ltd | 8 | 7 | 0.00% | 0.20% | 1.02% | Q4 2019 | Q3 2023 | 38 |
GLENMEDE TRUST CO NA | 20 | 2 | 0.00% | 0.04% | 0.36% | Q3 2012 | Q3 2023 | 38 |
STATE OF WISCONSIN INVESTMENT BOARD | 28 | 8 | 0.00% | 0.14% | 0.49% | Q2 2013 | Q3 2023 | 37 |
MAPLELANE CAPITAL, LLC | 5 | 1 | 0.00% | 0.92% | 5.46% | Q1 2014 | Q3 2023 | 37 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 37 |
BOOTHBAY FUND MANAGEMENT, LLC | 19 | 1 | 0.01% | 0.13% | 0.30% | Q4 2014 | Q3 2023 | 37 |
Daiwa Securities Group Inc. | 27 | 27 | 0.00% | 0.10% | 0.36% | Q1 2017 | Q3 2023 | 37 |
CSS LLC/IL | 19 | 1 | 0.00% | 0.07% | 0.31% | Q4 2016 | Q4 2022 | 37 |
Advisors Asset Management, Inc. | 22 | 15 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 37 |
CANADA PENSION PLAN INVESTMENT BOARD | 26 | 2 | 0.00% | 0.10% | 0.60% | Q2 2013 | Q3 2023 | 37 |
TORONTO DOMINION BANK | 36 | 1 | 0.00% | 0.07% | 0.33% | Q2 2014 | Q3 2023 | 37 |
CI INVESTMENTS INC. | 29 | 1 | 0.01% | 0.84% | 1.98% | Q2 2013 | Q3 2023 | 36 |
VAN ECK ASSOCIATES CORP | 27 | 9 | 0.01% | 0.48% | 1.33% | Q2 2013 | Q3 2023 | 36 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 36 | 36 | 0.09% | 0.95% | 2.01% | Q4 2014 | Q3 2023 | 36 |
CAAS CAPITAL MANAGEMENT LP | 15 | 15 | 0.00% | 0.22% | 0.52% | Q1 2020 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.07% | 0.35% | Q2 2013 | Q1 2022 | 36 |
Moors & Cabot, Inc. | 26 | 7 | 0.00% | 0.09% | 0.25% | Q1 2014 | Q3 2023 | 36 |
NOMURA ASSET MANAGEMENT CO LTD | 35 | 1 | 0.00% | 0.12% | 0.40% | Q4 2013 | Q3 2023 | 36 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.37% | 2.77% | Q3 2014 | Q2 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.00% | 0.05% | 0.14% | Q4 2015 | Q3 2023 | 35 |
M&T BANK CORP | 29 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.00% | 0.12% | 0.41% | Q4 2014 | Q3 2023 | 35 |
Kingsview Wealth Management, LLC | 9 | 1 | 0.00% | 0.04% | 0.19% | Q1 2017 | Q3 2023 | 35 |
Sheaff Brock Investment Advisors, LLC | 28 | 3 | 0.00% | 0.14% | 0.39% | Q4 2015 | Q3 2023 | 35 |
B. Riley Wealth Advisors, Inc. | 22 | 1 | 0.00% | 0.13% | 0.40% | Q2 2013 | Q3 2023 | 35 |
Private Advisor Group, LLC | 27 | 3 | 0.00% | 0.04% | 0.14% | Q1 2014 | Q3 2023 | 35 |
SG3 Management, LLC | 8 | 1 | 0.00% | 0.35% | 2.34% | Q4 2016 | Q4 2022 | 34 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 7 | 0.00% | 0.02% | 0.09% | Q1 2014 | Q3 2023 | 34 |
Utah Retirement Systems | 26 | 8 | 0.01% | 0.17% | 0.44% | Q2 2013 | Q3 2023 | 34 |
Jump Trading, LLC | 8 | 1 | 0.00% | 0.10% | 0.54% | Q4 2013 | Q4 2018 | 34 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.15% | 0.64% | Q3 2013 | Q3 2023 | 34 |
SEI INVESTMENTS CO | 32 | 2 | 0.00% | 0.25% | 0.68% | Q4 2014 | Q3 2023 | 34 |
BNP Paribas Asset Management Holding S.A. | 27 | 7 | 0.00% | 0.42% | 1.44% | Q1 2014 | Q3 2023 | 34 |
Neuberger Berman Group LLC | 30 | 30 | 0.00% | 0.13% | 0.40% | Q2 2016 | Q3 2023 | 34 |
OneDigital Investment Advisors LLC | 18 | 4 | 0.00% | 0.05% | 0.16% | Q1 2018 | Q3 2023 | 34 |
SHELTON CAPITAL MANAGEMENT | 19 | 1 | 0.01% | 0.26% | 0.86% | Q4 2013 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2021 | 34 |
ING GROEP NV | 14 | 1 | 0.00% | 0.15% | 0.67% | Q1 2013 | Q3 2023 | 33 |
CIBC WORLD MARKET INC. | 30 | 1 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 33 |
HARTFORD INVESTMENT MANAGEMENT CO | 27 | 6 | 0.00% | 0.19% | 0.48% | Q2 2013 | Q3 2023 | 33 |
Financial Architects, Inc | 18 | 2 | 0.00% | 0.01% | 0.19% | Q2 2013 | Q2 2020 | 33 |
QUADRANT CAPITAL GROUP LLC | 30 | 3 | 0.00% | 0.04% | 0.13% | Q2 2015 | Q3 2023 | 33 |
Archford Capital Strategies, LLC | 19 | 1 | 0.00% | 0.08% | 0.24% | Q1 2014 | Q3 2023 | 33 |
Rafferty Asset Management, LLC | 29 | 1 | 0.00% | 0.70% | 2.55% | Q2 2013 | Q3 2023 | 33 |
AMP Capital Investors Ltd | 32 | 1 | 0.00% | 0.07% | 0.32% | Q2 2013 | Q3 2021 | 33 |
SCOTIA CAPITAL INC. | 14 | 2 | 0.00% | 0.07% | 0.15% | Q4 2013 | Q3 2023 | 33 |
Oak Grove Capital LLC | 19 | 3 | 0.00% | 4.89% | 13.09% | Q1 2018 | Q3 2023 | 32 |
KBC Group NV | 27 | 1 | 0.00% | 0.23% | 0.76% | Q2 2014 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 24 | 1 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 32 |
Capital Investment Counsel, Inc | 18 | 14 | 0.03% | 0.17% | 0.58% | Q2 2013 | Q3 2023 | 32 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 31 | 1 | 0.00% | 0.07% | 0.17% | Q1 2015 | Q3 2023 | 32 |
NISA INVESTMENT ADVISORS, LLC | 21 | 4 | 0.00% | 0.13% | 0.40% | Q2 2013 | Q3 2023 | 32 |
WELLINGTON MANAGEMENT GROUP LLP | 29 | 29 | 0.00% | 0.22% | 0.51% | Q3 2016 | Q3 2023 | 32 |
Aperio Group, LLC | 31 | 31 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q4 2020 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.01% | 0.06% | 0.26% | Q2 2013 | Q4 2020 | 31 |
Allianz Asset Management GmbH | 28 | 1 | 0.00% | 0.14% | 0.38% | Q2 2013 | Q3 2023 | 31 |
Lombard Odier Asset Management (USA) Corp | 7 | 1 | 0.04% | 0.52% | 1.20% | Q4 2015 | Q3 2023 | 31 |
Capital World Investors | 23 | 8 | 0.00% | 0.20% | 0.83% | Q4 2015 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.01% | 0.11% | 0.31% | Q2 2014 | Q4 2021 | 31 |
D.A. DAVIDSON & CO. | 15 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 31 |
STRS OHIO | 31 | 31 | 0.00% | 0.18% | 0.54% | Q1 2016 | Q3 2023 | 31 |
ClearBridge Investments | 19 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 31 |
AXA S.A. | 20 | 1 | 0.00% | 0.28% | 0.71% | Q3 2013 | Q3 2023 | 31 |
COLDSTREAM CAPITAL MANAGEMENT INC | 27 | 4 | 0.01% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 31 |
FIRST MANHATTAN CO. LLC. | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
FNY Investment Advisers, LLC | 13 | 8 | 0.00% | 0.13% | 0.85% | Q2 2018 | Q3 2023 | 31 |
Compagnie Lombard Odier SCmA | 19 | 1 | 0.00% | 0.05% | 0.33% | Q4 2013 | Q3 2023 | 30 |
VICTORY CAPITAL MANAGEMENT INC | 29 | 1 | 0.00% | 0.09% | 0.19% | Q3 2013 | Q3 2023 | 30 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 1 | 0.01% | 0.27% | 0.95% | Q2 2013 | Q3 2023 | 30 |
Employees Retirement System of Texas | 27 | 3 | 0.00% | 0.18% | 0.46% | Q2 2013 | Q2 2023 | 30 |
NORDEA INVESTMENT MANAGEMENT AB | 27 | 1 | 0.00% | 0.12% | 0.63% | Q2 2013 | Q3 2023 | 30 |
SteelPeak Wealth, LLC | 16 | 16 | 0.00% | 0.38% | 1.31% | Q4 2019 | Q3 2023 | 30 |
Pacer Advisors, Inc. | 29 | 29 | 0.00% | 0.10% | 0.28% | Q3 2016 | Q3 2023 | 29 |
MACQUARIE GROUP LTD | 26 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 29 |
State of New Jersey Common Pension Fund D | 29 | 29 | 0.06% | 0.19% | 0.36% | Q3 2016 | Q3 2023 | 29 |
CenterStar Asset Management, LLC | 8 | 1 | 0.00% | 0.08% | 0.48% | Q4 2017 | Q3 2023 | 29 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.24% | 0.99% | Q4 2016 | Q3 2023 | 29 |
Polar Capital LLP | 18 | 1 | 0.00% | 0.79% | 2.24% | Q4 2015 | Q3 2020 | 29 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 29 |
NWAM LLC | 12 | 2 | 0.01% | 0.07% | 0.50% | Q4 2012 | Q3 2023 | 29 |
PRECEPT MANAGEMENT LLC | 16 | 2 | 0.62% | 4.36% | 23.17% | Q1 2019 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 28 | 1 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 29 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 27 | 2 | 0.01% | 0.14% | 0.37% | Q1 2013 | Q3 2023 | 29 |
Independent Advisor Alliance | 25 | 25 | 0.00% | 0.65% | 1.57% | Q3 2017 | Q3 2023 | 29 |
State of Tennessee, Treasury Department | 28 | 28 | 0.01% | 0.16% | 0.42% | Q4 2016 | Q3 2023 | 28 |
JANUS HENDERSON GROUP PLC | 27 | 1 | 0.00% | 0.25% | 1.17% | Q3 2016 | Q3 2023 | 28 |
Skandinaviska Enskilda Banken AB (publ) | 27 | 1 | 0.00% | 0.18% | 0.60% | Q3 2016 | Q3 2023 | 28 |
M&R CAPITAL MANAGEMENT INC | 28 | 28 | 0.00% | 0.03% | 0.18% | Q1 2017 | Q4 2023 | 28 |
MACKENZIE FINANCIAL CORP | 27 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Norinchukin Bank, The | 27 | 1 | 0.00% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 28 |
TD ASSET MANAGEMENT INC | 27 | 1 | 0.00% | 0.11% | 0.37% | Q2 2013 | Q3 2023 | 28 |
Harvest Fund Management Co., Ltd | 28 | 28 | 0.01% | 0.73% | 5.86% | Q4 2016 | Q3 2023 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.06% | 0.14% | 0.20% | Q4 2016 | Q3 2023 | 28 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 27 | 1 | 0.00% | 0.09% | 0.38% | Q2 2013 | Q3 2023 | 28 |
Avestar Capital, LLC | 14 | 5 | 0.00% | 0.10% | 0.50% | Q2 2018 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.02% | 0.19% | 0.41% | Q4 2016 | Q3 2023 | 28 |
DnB Asset Management AS | 28 | 28 | 0.01% | 0.20% | 1.05% | Q1 2017 | Q4 2023 | 28 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 28 |
DRW Securities, LLC | 5 | 1 | 0.01% | 0.29% | 0.97% | Q4 2017 | Q3 2023 | 28 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.05% | 0.76% | Q2 2013 | Q1 2019 | 28 |
Asset Management One Co., Ltd. | 28 | 28 | 0.00% | 0.15% | 0.32% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.09% | 0.27% | Q4 2016 | Q3 2023 | 28 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 19 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 28 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19 | 19 | 0.00% | 0.15% | 1.03% | Q1 2019 | Q3 2023 | 28 |
Chevy Chase Trust Holdings, LLC | 27 | 1 | 0.01% | 0.19% | 0.40% | Q2 2013 | Q3 2023 | 28 |
Versant Capital Management, Inc | 17 | 10 | 0.00% | 0.03% | 0.16% | Q4 2015 | Q4 2023 | 27 |
Sigma Planning Corp | 27 | 27 | 0.02% | 0.10% | 0.33% | Q1 2017 | Q3 2023 | 27 |
Kentucky Retirement Systems Insurance Trust Fund | 27 | 27 | 0.04% | 0.24% | 0.49% | Q1 2017 | Q3 2023 | 27 |
CONNING INC. | 24 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 27 |
VALLEY NATIONAL ADVISERS INC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Gemmer Asset Management LLC | 24 | 3 | 0.00% | 0.11% | 0.44% | Q4 2016 | Q3 2023 | 27 |
PUTNAM INVESTMENTS LLC | 19 | 1 | 0.00% | 0.17% | 0.56% | Q2 2013 | Q3 2023 | 27 |
Hood River Capital Management LLC | 17 | 10 | 0.04% | 0.74% | 4.00% | Q2 2016 | Q1 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.06% | 0.14% | Q1 2017 | Q3 2023 | 27 |
Penserra Capital Management LLC | 23 | 4 | 0.00% | 0.55% | 2.10% | Q1 2016 | Q3 2023 | 27 |
CHARTWELL INVESTMENT PARTNERS, LLC | 27 | 27 | 0.01% | 0.15% | 0.34% | Q1 2017 | Q3 2023 | 27 |
SHELL ASSET MANAGEMENT CO | 27 | 27 | 0.01% | 0.14% | 0.39% | Q1 2017 | Q3 2023 | 27 |
Gulf International Bank (UK) Ltd | 27 | 27 | 0.03% | 0.23% | 0.48% | Q1 2017 | Q3 2023 | 27 |
FUKOKU MUTUAL LIFE INSURANCE Co | 27 | 27 | 0.01% | 0.04% | 0.09% | Q1 2017 | Q3 2023 | 27 |
Mitsubishi UFJ Trust & Banking Corp | 27 | 27 | 0.04% | 0.15% | 0.35% | Q1 2017 | Q3 2023 | 27 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 27 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.09% | 0.48% | Q3 2020 | Q3 2023 | 27 |
Schonfeld Strategic Advisors LLC | 16 | 1 | 0.00% | 0.14% | 0.79% | Q3 2016 | Q3 2023 | 27 |
Mitsubishi UFJ Asset Management Co., Ltd. | 27 | 27 | 0.03% | 0.20% | 0.46% | Q1 2017 | Q3 2023 | 27 |
Formidable Asset Management, LLC | 16 | 1 | 0.00% | 0.07% | 0.17% | Q3 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 27 |
Sumitomo Mitsui Trust Holdings, Inc. | 27 | 27 | 0.03% | 0.20% | 0.44% | Q1 2017 | Q3 2023 | 27 |
ARDSLEY ADVISORY PARTNERS LP | 12 | 1 | 0.00% | 0.34% | 1.60% | Q3 2013 | Q3 2022 | 27 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 27 | 27 | 0.04% | 0.21% | 0.43% | Q1 2017 | Q3 2023 | 27 |
Supplemental Annuity Collective Trust of NJ | 27 | 27 | 0.16% | 0.38% | 0.66% | Q1 2017 | Q3 2023 | 27 |
Dai-ichi Life Insurance Company, Ltd | 27 | 27 | 0.01% | 0.16% | 0.38% | Q1 2017 | Q3 2023 | 27 |
Kentucky Retirement Systems | 27 | 27 | 0.04% | 0.24% | 0.49% | Q1 2017 | Q3 2023 | 27 |
CIBC WORLD MARKETS CORP | 27 | 27 | 0.01% | 0.18% | 0.77% | Q1 2017 | Q3 2023 | 27 |
Meiji Yasuda Asset Management Co Ltd. | 27 | 27 | 0.01% | 0.06% | 0.15% | Q1 2017 | Q3 2023 | 27 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 27 | 27 | 0.03% | 0.20% | 0.39% | Q1 2017 | Q3 2023 | 27 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 27 | 27 | 0.01% | 0.14% | 0.30% | Q1 2017 | Q3 2023 | 27 |
Cetera Advisor Networks LLC | 24 | 24 | 0.00% | 0.07% | 0.21% | Q4 2017 | Q3 2023 | 27 |
Calamos Advisors LLC | 21 | 4 | 0.01% | 0.16% | 0.37% | Q2 2017 | Q3 2023 | 27 |
Patriot Financial Group Insurance Agency, LLC | 21 | 6 | 0.01% | 0.13% | 1.25% | Q4 2016 | Q3 2023 | 27 |
Livforsakringsbolaget Skandia, Omsesidigt | 27 | 27 | 0.01% | 0.17% | 0.55% | Q1 2017 | Q3 2023 | 27 |
WESTPAC BANKING CORP | 27 | 27 | 0.01% | 0.22% | 0.51% | Q1 2017 | Q3 2023 | 27 |
MUFG Securities EMEA plc | 9 | 2 | 0.00% | 0.26% | 3.03% | Q2 2018 | Q3 2023 | 26 |
Candriam S.C.A. | 26 | 26 | 0.01% | 0.31% | 0.68% | Q2 2017 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.01% | 0.05% | 0.24% | Q3 2013 | Q1 2020 | 26 |
Parkside Financial Bank & Trust | 26 | 26 | 0.00% | 0.05% | 0.14% | Q2 2017 | Q3 2023 | 26 |
National Pension Service | 22 | 4 | 0.05% | 0.24% | 0.46% | Q1 2017 | Q3 2023 | 26 |
KEYBANK NATIONAL ASSOCIATION/OH | 18 | 2 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q3 2023 | 26 |
Valeo Financial Advisors, LLC | 23 | 23 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 26 |
MEEDER ASSET MANAGEMENT INC | 15 | 1 | 0.00% | 0.09% | 0.51% | Q2 2013 | Q3 2023 | 26 |
State of Alaska, Department of Revenue | 26 | 26 | 0.01% | 0.22% | 0.58% | Q2 2017 | Q3 2023 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 26 | 26 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 19 | 7 | 0.01% | 0.19% | 0.41% | Q1 2017 | Q3 2023 | 26 |
Edge Wealth Management LLC | 23 | 3 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q4 2021 | 26 |
ROPES WEALTH ADVISORS LLC | 16 | 10 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q3 2023 | 26 |
Sterling Investment Advisors, Ltd. | 23 | 3 | 0.01% | 0.10% | 0.25% | Q4 2016 | Q3 2023 | 26 |
IFM Investors Pty Ltd | 26 | 26 | 0.04% | 0.24% | 0.48% | Q2 2017 | Q3 2023 | 26 |
NEXT CENTURY GROWTH INVESTORS LLC | 26 | 26 | 0.09% | 0.34% | 0.57% | Q2 2017 | Q3 2023 | 26 |
FARMERS & MERCHANTS INVESTMENTS INC | 26 | 26 | 0.00% | 0.18% | 0.83% | Q2 2017 | Q3 2023 | 26 |
IBM Retirement Fund | 20 | 1 | 0.01% | 0.13% | 0.42% | Q2 2013 | Q1 2022 | 26 |
BANK OF HAWAII | 13 | 4 | 0.01% | 0.08% | 0.19% | Q3 2014 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.16% | 0.55% | Q3 2016 | Q3 2023 | 26 |
VIKING FUND MANAGEMENT LLC | 26 | 26 | 0.06% | 0.28% | 0.64% | Q2 2017 | Q3 2023 | 26 |
AMERICAN CENTURY COMPANIES INC | 22 | 2 | 0.00% | 0.29% | 0.69% | Q4 2016 | Q3 2023 | 26 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 19 | 2 | 0.00% | 0.22% | 0.76% | Q2 2013 | Q3 2023 | 25 |
Avior Wealth Management, LLC | 20 | 1 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 25 |
Robeco Institutional Asset Management B.V. | 17 | 3 | 0.00% | 0.27% | 0.82% | Q1 2017 | Q3 2023 | 25 |
Krilogy Financial LLC | 12 | 1 | 0.00% | 0.03% | 0.23% | Q3 2015 | Q3 2023 | 25 |
Fortis Advisors, LLC | 25 | 25 | 0.00% | 0.08% | 0.24% | Q3 2017 | Q3 2023 | 25 |
NORTH STAR ASSET MANAGEMENT INC | 18 | 7 | 0.00% | 0.21% | 0.89% | Q2 2013 | Q3 2023 | 25 |
ENTERPRISE FINANCIAL SERVICES CORP | 18 | 3 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q1 2022 | 25 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.01% | 0.07% | 0.19% | Q1 2016 | Q1 2023 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.07% | 0.27% | 0.87% | Q1 2013 | Q1 2019 | 25 |
Glassman Wealth Services | 24 | 1 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 25 |
OPTIMUM INVESTMENT ADVISORS | 17 | 2 | 0.00% | 0.05% | 0.17% | Q3 2013 | Q4 2023 | 25 |
SYNOVUS FINANCIAL CORP | 23 | 2 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 25 |
Asset Dedication, LLC | 25 | 25 | 0.00% | 0.07% | 0.20% | Q3 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.00% | 0.09% | 0.22% | Q3 2017 | Q3 2023 | 25 |
BROWN BROTHERS HARRIMAN & CO | 18 | 7 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 25 |
Sandy Spring Bank | 24 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 25 |
Capital Investment Advisors, LLC | 25 | 25 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q4 2023 | 25 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 12 | 1 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q3 2023 | 25 |
EAGLE ASSET MANAGEMENT INC | 23 | 2 | 0.00% | 0.47% | 0.87% | Q4 2016 | Q1 2023 | 25 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 0.00% | 0.48% | 1.69% | Q4 2017 | Q3 2023 | 25 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 2 | 0.00% | 0.11% | 0.24% | Q2 2017 | Q3 2023 | 25 |
DOHENY ASSET MANAGEMENT /CA | 15 | 5 | 0.16% | 1.53% | 3.30% | Q4 2016 | Q3 2023 | 25 |
LORD, ABBETT & CO. LLC | 25 | 25 | 0.01% | 0.23% | 0.67% | Q3 2017 | Q3 2023 | 25 |
Cetera Investment Advisers | 22 | 1 | 0.00% | 0.10% | 0.28% | Q3 2017 | Q3 2023 | 25 |
Summit X, LLC | 19 | 1 | 0.01% | 0.53% | 1.30% | Q2 2017 | Q3 2023 | 25 |
Ausdal Financial Partners, Inc. | 15 | 3 | 0.02% | 0.08% | 0.52% | Q4 2015 | Q3 2023 | 25 |
Gradient Investments LLC | 21 | 2 | 0.00% | 0.09% | 0.42% | Q1 2017 | Q3 2023 | 25 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 25 |
Cable Hill Partners, LLC | 18 | 3 | 0.00% | 0.03% | 0.15% | Q4 2014 | Q3 2023 | 25 |
LAZARD ASSET MANAGEMENT LLC | 20 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.07% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Lombard Odier Asset Management (Europe) Ltd | 8 | 2 | 0.00% | 0.05% | 0.15% | Q2 2016 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.03% | 0.20% | 0.38% | Q4 2017 | Q3 2023 | 24 |
Andra AP-fonden | 12 | 5 | 0.03% | 0.15% | 0.27% | Q1 2017 | Q2 2023 | 24 |
Sutton Wealth Advisors Inc. | 21 | 1 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q3 2023 | 24 |
ExodusPoint Capital Management, LP | 19 | 19 | 0.02% | 0.17% | 0.82% | Q1 2019 | Q3 2023 | 24 |
Sculptor Capital LP | 7 | 1 | 0.00% | 0.07% | 0.59% | Q4 2013 | Q1 2021 | 24 |
X-Square Capital, LLC | 24 | 24 | 0.57% | 1.53% | 5.14% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.10% | 0.30% | 0.53% | Q4 2017 | Q3 2023 | 24 |
Shay Capital LLC | 12 | 12 | 0.00% | 0.29% | 3.22% | Q4 2020 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.16% | 0.64% | 1.06% | Q4 2017 | Q3 2023 | 24 |
EARNEST PARTNERS LLC | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
WHITTIER TRUST CO | 20 | 4 | 0.00% | 0.04% | 0.25% | Q1 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 23 | 23 | 0.01% | 0.22% | 0.68% | Q1 2018 | Q3 2023 | 24 |
COUNTRY TRUST BANK | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.04% | 0.13% | 0.24% | Q4 2017 | Q3 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 19 | 19 | 0.00% | 0.09% | 0.26% | Q1 2019 | Q3 2023 | 24 |
Tredje AP-fonden | 19 | 5 | 0.03% | 0.39% | 1.19% | Q1 2017 | Q3 2023 | 24 |
North Star Investment Management Corp. | 24 | 24 | 0.20% | 0.42% | 0.60% | Q4 2017 | Q3 2023 | 24 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.25% | 0.91% | Q2 2014 | Q4 2022 | 24 |
EADS & HEALD WEALTH MANAGEMENT | 17 | 7 | 0.02% | 0.37% | 0.75% | Q2 2014 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q4 2021 | 24 |
1832 Asset Management L.P. | 12 | 1 | 0.00% | 0.13% | 0.95% | Q2 2014 | Q3 2023 | 24 |
Stratos Wealth Partners, LTD. | 20 | 4 | 0.01% | 0.07% | 0.15% | Q3 2017 | Q3 2023 | 24 |
ARS Investment Partners, LLC | 13 | 2 | 0.02% | 0.52% | 2.03% | Q4 2016 | Q3 2023 | 24 |
Winch Advisory Services, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Artisan Partners Limited Partnership | 21 | 21 | 0.09% | 1.20% | 2.00% | Q3 2018 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 21 | 1 | 0.00% | 0.06% | 0.15% | Q2 2017 | Q3 2023 | 24 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 0.05% | 0.45% | Q1 2015 | Q3 2023 | 24 |
NATIXIS ADVISORS, L.P. | 22 | 2 | 0.00% | 0.06% | 0.18% | Q2 2017 | Q3 2023 | 24 |
Gotham Asset Management, LLC | 14 | 1 | 0.01% | 0.05% | 0.32% | Q2 2014 | Q3 2023 | 24 |
Smithfield Trust Co | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.07% | 0.34% | Q1 2017 | Q3 2023 | 24 |
PineBridge Investments, L.P. | 17 | 2 | 0.00% | 0.15% | 0.37% | Q3 2017 | Q3 2023 | 23 |
Lido Advisors, LLC | 19 | 1 | 0.00% | 0.11% | 0.24% | Q4 2016 | Q3 2023 | 23 |
Cavalry Management Group, LLC | 8 | 1 | 1.73% | 5.34% | 9.92% | Q4 2015 | Q2 2023 | 23 |
Quantitative Investment Management, LLC | 5 | 1 | 0.01% | 1.25% | 4.84% | Q3 2013 | Q2 2023 | 23 |
Chicago Partners Investment Group LLC | 17 | 1 | 0.00% | 0.12% | 0.21% | Q1 2017 | Q3 2023 | 23 |
Cito Capital Group, LLC | 17 | 6 | 0.11% | 0.35% | 0.75% | Q4 2017 | Q3 2023 | 23 |
Keystone Financial Group | 21 | 2 | 0.11% | 0.56% | 1.20% | Q4 2017 | Q3 2023 | 23 |
MEITAV INVESTMENT HOUSE LTD | 23 | 23 | 0.01% | 0.21% | 0.56% | Q1 2018 | Q3 2023 | 23 |
Qube Research & Technologies Ltd | 9 | 1 | 0.03% | 0.22% | 0.65% | Q3 2018 | Q3 2023 | 23 |
GSA CAPITAL PARTNERS LLP | 8 | 1 | 0.01% | 0.19% | 1.12% | Q3 2013 | Q2 2023 | 23 |
Nan Shan Life Insurance Co., Ltd. | 14 | 9 | 0.01% | 0.57% | 1.51% | Q3 2017 | Q3 2023 | 23 |
First Personal Financial Services | 20 | 3 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 23 |
Avalon Investment & Advisory | 23 | 23 | 0.21% | 0.50% | 1.06% | Q3 2017 | Q1 2023 | 23 |
Prospera Financial Services Inc | 18 | 5 | 0.02% | 0.26% | 0.72% | Q4 2017 | Q3 2023 | 23 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 23 | 23 | 1.65% | 4.19% | 5.90% | Q1 2018 | Q3 2023 | 23 |
BESSEMER GROUP INC | 21 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 23 | 23 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.02% | 0.23% | 0.43% | Q1 2018 | Q3 2023 | 23 |
PERKINS CAPITAL MANAGEMENT INC | 13 | 1 | 0.14% | 0.97% | 2.37% | Q3 2017 | Q3 2023 | 23 |
Man Group plc | 20 | 2 | 0.00% | 0.09% | 0.34% | Q1 2018 | Q3 2023 | 23 |
BDO Wealth Advisors, LLC | 16 | 1 | 0.00% | 0.03% | 0.10% | Q2 2017 | Q2 2023 | 23 |
BRIGHTON JONES LLC | 23 | 23 | 0.02% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 23 |
BAR HARBOR WEALTH MANAGEMENT | 19 | 1 | 0.02% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 23 |
Sound Income Strategies, LLC | 23 | 23 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 23 |
CENTRAL TRUST Co | 16 | 1 | 0.00% | 0.08% | 0.27% | Q1 2017 | Q3 2023 | 23 |
EQUITEC PROPRIETARY MARKETS, LLC | 10 | 1 | 0.00% | 0.70% | 5.28% | Q4 2020 | Q3 2023 | 23 |
Korea Investment CORP | 23 | 23 | 0.01% | 0.21% | 0.49% | Q1 2018 | Q3 2023 | 23 |
Bartlett & Co. LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2023 | 23 |
Baird Financial Group, Inc. | 23 | 23 | 0.00% | 0.05% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Kovack Advisors, Inc. | 16 | 1 | 0.00% | 0.19% | 0.54% | Q4 2016 | Q3 2023 | 23 |
Walleye Capital LLC | 7 | 2 | 0.01% | 0.14% | 0.86% | Q3 2019 | Q3 2023 | 23 |
Edgestream Partners, L.P. | 9 | 1 | 0.04% | 0.32% | 1.00% | Q3 2016 | Q3 2023 | 22 |
Royal Fund Management, LLC | 7 | 3 | 0.00% | 0.14% | 0.58% | Q4 2016 | Q3 2023 | 22 |
NVWM, LLC | 19 | 3 | 0.01% | 0.57% | 1.14% | Q1 2018 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 18 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 22 |
Atria Investments, Inc | 22 | 22 | 0.01% | 0.06% | 0.19% | Q2 2018 | Q3 2023 | 22 |
ArrowMark Colorado Holdings LLC | 22 | 22 | 0.05% | 0.10% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Mirae Asset Global Investments Co., Ltd. | 22 | 22 | 0.00% | 0.32% | 0.69% | Q2 2018 | Q3 2023 | 22 |
Laird Norton Wetherby Wealth Management, LLC | 21 | 1 | 0.01% | 0.15% | 0.31% | Q2 2016 | Q3 2023 | 22 |
SANDLER CAPITAL MANAGEMENT | 16 | 1 | 0.25% | 0.92% | 2.24% | Q2 2013 | Q3 2023 | 22 |
Polar Asset Management Partners Inc. | 7 | 1 | 0.00% | 0.20% | 0.73% | Q4 2018 | Q3 2023 | 22 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.00% | 0.05% | 0.13% | Q4 2013 | Q1 2019 | 22 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.74% | 3.07% | Q2 2019 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q3 2018 | 22 |
ALPS ADVISORS INC | 13 | 9 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2023 | 22 |
NewEdge Advisors, LLC | 21 | 1 | 0.00% | 0.12% | 0.22% | Q2 2017 | Q3 2023 | 22 |
Pasadena Private Wealth, LLC | 14 | 1 | 0.00% | 0.10% | 0.28% | Q4 2018 | Q3 2023 | 22 |
Tortoise Investment Management, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
ASSETMARK, INC | 14 | 3 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 19 | 1 | 0.00% | 0.07% | 0.22% | Q4 2017 | Q3 2023 | 22 |
MUFG Americas Holdings Corp | 13 | 1 | 0.00% | 0.12% | 0.56% | Q4 2010 | Q3 2022 | 22 |
Vident Investment Advisory, LLC | 14 | 8 | 0.02% | 0.10% | 0.25% | Q3 2017 | Q2 2023 | 22 |
TEACHERS ADVISORS, LLC | 22 | 22 | 0.00% | 0.07% | 0.22% | Q4 2013 | Q1 2019 | 22 |
Janney Montgomery Scott LLC | 18 | 2 | 0.01% | 0.03% | 0.07% | Q3 2016 | Q3 2023 | 22 |
FIL Ltd | 21 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 22 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 1 | 0.00% | 0.18% | 0.39% | Q1 2017 | Q3 2023 | 22 |
Hexavest Inc. | 14 | 4 | 0.00% | 0.03% | 0.45% | Q2 2013 | Q3 2021 | 22 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 19 | 3 | 0.02% | 0.20% | 0.74% | Q3 2016 | Q3 2023 | 22 |
Allworth Financial LP | 21 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 22 |
Herald Investment Management Ltd | 22 | 22 | 0.35% | 0.62% | 1.04% | Q2 2018 | Q3 2023 | 22 |
Wealthcare Advisory Partners LLC | 12 | 9 | 0.00% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 21 |
Sargent Bickham Lagudis LLC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q4 2022 | 21 |
Tradewinds Capital Management, LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 21 |
EXANE DERIVATIVES | 7 | 1 | 0.00% | 0.13% | 0.46% | Q4 2014 | Q1 2022 | 21 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.00% | 0.49% | 1.05% | Q4 2021 | Q3 2023 | 21 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.03% | 0.33% | 0.93% | Q4 2019 | Q3 2023 | 21 |
Wellington Shields Capital Management, LLC | 16 | 1 | 0.01% | 0.57% | 1.22% | Q1 2014 | Q3 2023 | 21 |
FRANKLIN RESOURCES INC | 21 | 21 | 0.00% | 0.06% | 0.15% | Q3 2018 | Q3 2023 | 21 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 21 | 21 | 0.02% | 0.29% | 1.03% | Q3 2018 | Q3 2023 | 21 |
BERKSHIRE CAPITAL HOLDINGS INC | 21 | 21 | 0.00% | 1.07% | 7.03% | Q3 2018 | Q3 2023 | 21 |
Veritable, L.P. | 19 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2018 | 21 |
LANNEBO FONDER AB | 21 | 21 | 0.69% | 2.45% | 4.41% | Q3 2018 | Q3 2023 | 21 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18 | 3 | 0.07% | 0.22% | 0.57% | Q2 2018 | Q3 2023 | 21 |
Eisler Capital (UK) Ltd. | 5 | 3 | 0.01% | 0.59% | 2.39% | Q1 2021 | Q3 2023 | 21 |
EVERENCE CAPITAL MANAGEMENT INC | 19 | 2 | 0.05% | 0.21% | 0.42% | Q2 2017 | Q3 2023 | 21 |
MinichMacGregor Wealth Management, LLC | 9 | 4 | 0.00% | 0.22% | 0.68% | Q3 2016 | Q3 2023 | 21 |
ADVISOR PARTNERS LLC | 16 | 5 | 0.03% | 0.15% | 0.34% | Q4 2016 | Q2 2022 | 21 |
Central Asset Investments & Management Holdings (HK) Ltd | 8 | 1 | 0.13% | 1.58% | 4.94% | Q1 2014 | Q3 2023 | 21 |
Proficio Capital Partners LLC | 13 | 3 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 21 |
Harel Insurance Investments & Financial Services Ltd. | 19 | 1 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q3 2023 | 21 |
COMMERCE BANK | 21 | 21 | 0.00% | 0.05% | 0.11% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
SALEM INVESTMENT COUNSELORS INC | 21 | 21 | 0.04% | 0.40% | 0.61% | Q3 2018 | Q3 2023 | 21 |
Tarbox Family Office, Inc. | 16 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 21 |
OAKBROOK INVESTMENTS LLC | 14 | 2 | 0.00% | 0.07% | 0.38% | Q2 2013 | Q4 2019 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.00% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 21 |
Hudson Bay Capital Management LP | 9 | 1 | 0.01% | 0.58% | 3.00% | Q1 2017 | Q3 2023 | 21 |
TOBAM | 13 | 8 | 0.00% | 0.34% | 1.20% | Q1 2017 | Q3 2023 | 21 |
Nicholas Investment Partners, LP | 17 | 4 | 0.03% | 0.22% | 0.42% | Q4 2016 | Q3 2023 | 21 |
SYMMETRY PEAK MANAGEMENT LLC | 4 | 1 | 0.02% | 0.30% | 1.32% | Q2 2015 | Q3 2023 | 21 |
BP PLC | 21 | 21 | 0.04% | 0.20% | 0.75% | Q2 2016 | Q2 2021 | 21 |
Farmers & Merchants Trust Co of Chambersburg PA | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
ClariVest Asset Management LLC | 12 | 3 | 0.00% | 0.27% | 0.79% | Q2 2016 | Q3 2023 | 21 |
Avitas Wealth Management LLC | 20 | 20 | 0.13% | 0.33% | 0.66% | Q4 2018 | Q3 2023 | 20 |
MGO ONE SEVEN LLC | 17 | 1 | 0.00% | 0.07% | 0.16% | Q4 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.12% | 0.38% | Q4 2017 | Q3 2022 | 20 |
QS Investors, LLC | 19 | 1 | 0.00% | 0.01% | 0.09% | Q2 2016 | Q2 2021 | 20 |
SENTRY INVESTMENT MANAGEMENT LLC | 16 | 4 | 0.02% | 0.25% | 0.49% | Q1 2017 | Q3 2023 | 20 |
Mn Services Vermogensbeheer B.V. | 10 | 10 | 0.03% | 0.38% | 0.85% | Q1 2017 | Q3 2023 | 20 |
ZACKS INVESTMENT MANAGEMENT | 16 | 1 | 0.00% | 0.18% | 0.38% | Q4 2016 | Q3 2023 | 20 |
NN Investment Partners Holdings N.V. | 18 | 2 | 0.00% | 0.07% | 0.22% | Q1 2017 | Q1 2022 | 20 |
Weiss Multi-Strategy Advisers LLC | 8 | 1 | 0.01% | 0.29% | 1.02% | Q4 2013 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 17 | 2 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
FRED ALGER MANAGEMENT, LLC | 20 | 20 | 0.02% | 0.59% | 1.82% | Q4 2018 | Q3 2023 | 20 |
Silicon Valley Capital Partners | 19 | 1 | 0.09% | 0.41% | 1.06% | Q3 2018 | Q3 2023 | 20 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 20 | 20 | 0.00% | 0.19% | 0.65% | Q4 2018 | Q3 2023 | 20 |
Meridian Wealth Management, LLC | 18 | 2 | 0.03% | 1.10% | 2.16% | Q1 2017 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.07% | 0.40% | Q3 2017 | Q2 2022 | 20 |
ALLSTATE CORP | 20 | 20 | 0.01% | 0.09% | 0.25% | Q4 2018 | Q3 2023 | 20 |
FRIESS ASSOCIATES LLC | 6 | 3 | 0.24% | 1.64% | 3.01% | Q2 2016 | Q1 2022 | 20 |
PRUDENTIAL PLC | 19 | 1 | 0.01% | 0.23% | 0.43% | Q3 2018 | Q3 2023 | 20 |
Mariner, LLC | 19 | 1 | 0.00% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 20 |
BCM ADVISORS, LLC | 17 | 3 | 0.12% | 0.27% | 0.40% | Q3 2018 | Q3 2023 | 20 |
Migdal Insurance & Financial Holdings Ltd. | 9 | 5 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 11 | 9 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 10 | 1 | 0.00% | 0.04% | 0.27% | Q1 2014 | Q3 2023 | 20 |
Crawford Lake Capital Management, LLC | 4 | 3 | 0.01% | 1.98% | 3.98% | Q1 2017 | Q2 2022 | 20 |
Tidal Investments LLC | 20 | 20 | 0.30% | 0.73% | 2.07% | Q4 2018 | Q3 2023 | 20 |
Koshinski Asset Management, Inc. | 13 | 1 | 0.03% | 0.07% | 0.16% | Q1 2017 | Q3 2023 | 20 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 20 | 20 | 0.12% | 0.59% | 1.37% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.06% | 0.22% | Q4 2018 | Q3 2023 | 20 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 20 | 20 | 0.12% | 0.23% | 0.42% | Q4 2018 | Q3 2023 | 20 |
FDx Advisors, Inc. | 9 | 1 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.08% | 0.18% | 0.29% | Q4 2018 | Q3 2023 | 20 |
HARTLINE INVESTMENT CORP/ | 16 | 4 | 0.27% | 2.85% | 4.90% | Q3 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.07% | 0.24% | Q4 2018 | Q3 2023 | 20 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.21% | 1.00% | Q3 2013 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
MONETTA FINANCIAL SERVICES INC | 20 | 20 | 0.65% | 1.98% | 4.23% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.11% | 0.29% | 0.67% | Q4 2018 | Q3 2023 | 20 |
Personal Capital Advisors Corp | 16 | 4 | 0.00% | 0.05% | 0.30% | Q3 2014 | Q4 2022 | 20 |
Marathon Trading Investment Management LLC | 5 | 1 | 0.00% | 0.10% | 0.38% | Q1 2015 | Q3 2023 | 20 |
Lowe Wealth Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 20 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.16% | 0.62% | Q4 2014 | Q3 2023 | 20 |
PIN OAK INVESTMENT ADVISORS INC | 20 | 20 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisors LLC | 17 | 1 | 0.00% | 0.05% | 0.11% | Q1 2017 | Q3 2023 | 20 |
Gifford Fong Associates | 20 | 20 | 0.35% | 1.59% | 2.30% | Q4 2018 | Q3 2023 | 20 |
LMR Partners LLP | 5 | 1 | 0.00% | 0.16% | 0.78% | Q4 2015 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.15% | 0.58% | Q4 2018 | Q3 2023 | 20 |
Avondale Wealth Management | 20 | 20 | 0.00% | 0.19% | 0.77% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors, Inc. | 17 | 2 | 0.01% | 0.11% | 0.20% | Q4 2017 | Q4 2022 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.00% | 0.20% | 0.43% | Q4 2018 | Q3 2023 | 20 |
McGuire Investment Group, LLC | 19 | 1 | 0.08% | 1.83% | 5.72% | Q3 2018 | Q3 2023 | 20 |
ROYAL LONDON ASSET MANAGEMENT LTD | 17 | 1 | 0.06% | 0.17% | 0.24% | Q2 2018 | Q3 2023 | 20 |
Nepsis Inc. | 19 | 1 | 0.41% | 3.56% | 5.86% | Q3 2018 | Q3 2023 | 20 |
Mint Tower Capital Management B.V. | 5 | 1 | 0.02% | 0.53% | 1.84% | Q4 2018 | Q4 2022 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.04% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Baystate Wealth Management LLC | 16 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Zweig-DiMenna Associates LLC | 16 | 2 | 0.61% | 1.78% | 3.58% | Q3 2016 | Q3 2023 | 20 |
Trust Investment Advisors | 20 | 20 | 0.46% | 1.24% | 1.93% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Institute for Wealth Management, LLC. | 20 | 20 | 0.08% | 0.30% | 0.61% | Q4 2018 | Q3 2023 | 20 |
Checchi Capital Advisers, LLC | 16 | 1 | 0.01% | 0.06% | 0.10% | Q1 2016 | Q3 2023 | 20 |
HBK Sorce Advisory LLC | 16 | 3 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 19 |
Executive Wealth Management, LLC | 16 | 3 | 0.11% | 0.31% | 0.72% | Q4 2018 | Q3 2023 | 19 |
PICTET ASSET MANAGEMENT LTD | 18 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2021 | 19 |
AllSquare Wealth Management LLC | 19 | 19 | 0.01% | 0.32% | 0.51% | Q1 2019 | Q3 2023 | 19 |
Strategic Wealth Partners, Ltd. | 11 | 8 | 0.00% | 0.14% | 0.38% | Q4 2017 | Q1 2023 | 19 |
Baillie Gifford | 12 | 7 | 0.00% | 0.22% | 1.00% | Q2 2017 | Q3 2023 | 19 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 19 |
Financial Advocates Investment Management | 18 | 1 | 0.03% | 0.14% | 0.37% | Q3 2018 | Q3 2023 | 19 |
Jaffetilchin Investment Partners, LLC | 9 | 1 | 0.01% | 0.05% | 0.17% | Q1 2015 | Q3 2023 | 19 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.00% | 0.05% | 0.34% | Q2 2012 | Q3 2023 | 19 |
PICTON MAHONEY ASSET MANAGEMENT | 19 | 19 | 0.21% | 0.74% | 1.88% | Q1 2019 | Q3 2023 | 19 |
RITHOLTZ WEALTH MANAGEMENT | 13 | 13 | 0.00% | 0.06% | 0.15% | Q3 2020 | Q3 2023 | 19 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 19 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 19 |
CAMBRIDGE TRUST CO | 19 | 19 | 0.12% | 0.22% | 0.28% | Q1 2019 | Q3 2023 | 19 |
EATON VANCE MANAGEMENT | 19 | 19 | 0.00% | 0.03% | 0.09% | Q1 2018 | Q3 2022 | 19 |
Achmea Investment Management B.V. | 12 | 2 | 0.02% | 0.13% | 0.51% | Q1 2017 | Q3 2023 | 19 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
First Horizon Advisors, Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Simplicity Solutions, LLC | 18 | 1 | 0.01% | 0.09% | 0.23% | Q4 2018 | Q3 2023 | 19 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 2 | 0.09% | 0.81% | 2.66% | Q4 2017 | Q3 2022 | 19 |
APG Asset Management N.V. | 19 | 19 | 0.01% | 0.10% | 0.30% | Q1 2019 | Q3 2023 | 19 |
MISSION WEALTH MANAGEMENT, LP | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 19 |
Jackson Wealth Management, LLC | 7 | 2 | 0.04% | 2.58% | 8.91% | Q2 2018 | Q3 2023 | 19 |
CMT Capital Markets Trading GmbH | 8 | 2 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 19 |
FAGAN ASSOCIATES, INC. | 18 | 1 | 0.17% | 1.76% | 2.75% | Q1 2017 | Q3 2023 | 19 |
Hilton Capital Management, LLC | 11 | 4 | 0.02% | 0.07% | 0.11% | Q4 2016 | Q3 2023 | 19 |
Redpoint Investment Management Pty Ltd | 12 | 7 | 0.01% | 0.19% | 0.49% | Q4 2017 | Q3 2022 | 19 |
Anchor Investment Management, LLC | 9 | 2 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q4 2023 | 19 |
D L CARLSON INVESTMENT GROUP INC | 18 | 1 | 0.14% | 0.91% | 2.38% | Q3 2018 | Q3 2023 | 19 |
BOKF, NA | 10 | 9 | 0.02% | 0.10% | 0.21% | Q4 2018 | Q3 2023 | 19 |
CLEAR STREET MARKETS LLC | 8 | 1 | 0.00% | 0.27% | 2.61% | Q2 2014 | Q3 2023 | 19 |
Marshall Wace North America L.P. | 16 | 1 | 0.02% | 0.18% | 0.50% | Q3 2013 | Q3 2021 | 19 |
Rehmann Capital Advisory Group | 13 | 6 | 0.00% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 19 |
JNBA Financial Advisors | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 19 |
Grassi Investment Management | 19 | 19 | 0.31% | 1.07% | 1.60% | Q1 2019 | Q3 2023 | 19 |
AE Wealth Management LLC | 18 | 1 | 0.02% | 0.11% | 0.23% | Q3 2018 | Q3 2023 | 19 |
JENNISON ASSOCIATES LLC | 10 | 2 | 0.00% | 0.34% | 2.39% | Q1 2017 | Q3 2023 | 19 |
BerganKDV Wealth Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 19 |
BIRINYI ASSOCIATES INC | 18 | 1 | 0.11% | 0.35% | 0.60% | Q3 2018 | Q3 2023 | 19 |
Mengis Capital Management, Inc. | 19 | 19 | 0.16% | 0.23% | 0.35% | Q1 2019 | Q3 2023 | 19 |
Legacy Bridge, LLC | 18 | 18 | 0.00% | 1.27% | 1.75% | Q2 2019 | Q3 2023 | 18 |
IHT Wealth Management, LLC | 15 | 1 | 0.01% | 0.09% | 0.36% | Q4 2016 | Q3 2023 | 18 |
Princeton Global Asset Management LLC | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
WESBANCO BANK INC | 11 | 7 | 0.11% | 0.31% | 0.62% | Q1 2019 | Q3 2023 | 18 |
REGIONS FINANCIAL CORP | 10 | 1 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 18 |
CAXTON ASSOCIATES LP | 6 | 1 | 0.02% | 0.42% | 2.24% | Q2 2016 | Q2 2023 | 18 |
CIBC Private Wealth Group, LLC | 13 | 2 | 0.00% | 0.04% | 0.20% | Q4 2017 | Q3 2023 | 18 |
Alight Capital Management LP | 14 | 3 | 1.02% | 2.44% | 5.34% | Q1 2019 | Q3 2023 | 18 |
DCF Advisers, LLC | 16 | 16 | 0.17% | 1.70% | 2.53% | Q4 2019 | Q3 2023 | 18 |
Morse Asset Management, Inc | 18 | 18 | 0.41% | 1.12% | 1.71% | Q2 2019 | Q3 2023 | 18 |
CHICAGO EQUITY PARTNERS LLC | 16 | 2 | 0.01% | 0.18% | 0.44% | Q1 2014 | Q4 2018 | 18 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.08% | 0.34% | 0.66% | Q2 2019 | Q3 2023 | 18 |
Parkside Investments, LLC | 18 | 18 | 0.12% | 1.22% | 1.79% | Q2 2019 | Q3 2023 | 18 |
CLEAR INVESTMENT RESEARCH, LLC | 13 | 5 | 0.00% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 17 | 1 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 18 |
Intersect Capital LLC | 16 | 2 | 0.00% | 0.17% | 0.35% | Q4 2014 | Q2 2022 | 18 |
Private Advisory Group LLC | 17 | 1 | 0.18% | 1.59% | 2.33% | Q1 2017 | Q3 2023 | 18 |
WEBSTER BANK, N. A. | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Belpointe Asset Management LLC | 15 | 1 | 0.04% | 0.16% | 0.33% | Q3 2017 | Q3 2023 | 18 |
Redwood Investments, LLC | 13 | 5 | 0.02% | 0.18% | 0.40% | Q3 2018 | Q3 2023 | 18 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q4 2016 | 18 |
Point72 Asset Management, L.P. | 9 | 1 | 0.02% | 0.45% | 1.68% | Q2 2018 | Q2 2023 | 18 |
Wealthstreet Investment Advisors, LLC | 18 | 18 | 0.27% | 1.95% | 6.22% | Q4 2017 | Q1 2022 | 18 |
GREAT LAKES ADVISORS, LLC | 16 | 2 | 0.00% | 0.04% | 0.23% | Q1 2019 | Q3 2023 | 18 |
Vantage Investment Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 18 |
Altman Advisors, Inc. | 17 | 1 | 0.54% | 1.33% | 2.74% | Q1 2019 | Q3 2023 | 18 |
Connor, Clark & Lunn Investment Management Ltd. | 14 | 1 | 0.00% | 0.12% | 0.66% | Q3 2016 | Q3 2023 | 18 |
Mizuho Securities Co. Ltd. | 18 | 18 | 0.04% | 0.75% | 2.68% | Q2 2019 | Q3 2023 | 18 |
Certified Advisory Corp | 10 | 8 | 0.00% | 0.05% | 0.10% | Q3 2018 | Q2 2023 | 18 |
PARADIGM ASSET MANAGEMENT CO LLC | 12 | 1 | 0.02% | 0.17% | 0.47% | Q2 2014 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.03% | 0.17% | Q1 2018 | Q2 2022 | 18 |
Baker Avenue Asset Management, LP | 8 | 1 | 0.00% | 0.28% | 0.74% | Q3 2013 | Q3 2023 | 18 |
CX Institutional | 14 | 4 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 18 |
COURIER CAPITAL LLC | 11 | 7 | 0.01% | 0.05% | 0.11% | Q3 2015 | Q3 2023 | 18 |
Alpha Cubed Investments, LLC | 16 | 1 | 0.00% | 0.12% | 0.93% | Q2 2019 | Q3 2023 | 18 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.18% | 0.41% | Q4 2016 | Q3 2023 | 18 |
Insight Wealth Strategies, LLC | 18 | 18 | 0.12% | 0.22% | 0.31% | Q2 2019 | Q3 2023 | 18 |
Truvestments Capital LLC | 8 | 1 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q3 2023 | 18 |
Winfield Associates, Inc. | 11 | 3 | 0.00% | 0.40% | 1.27% | Q4 2013 | Q1 2022 | 18 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q2 2017 | 18 |
THOMPSON DAVIS & CO., INC. | 10 | 8 | 0.01% | 1.42% | 3.44% | Q2 2016 | Q3 2023 | 18 |
Financial Management Professionals, Inc. | 18 | 18 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
LINCOLN NATIONAL CORP | 16 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 18 |
Realta Investment Advisors | 17 | 1 | 0.04% | 0.11% | 0.20% | Q1 2019 | Q3 2023 | 18 |
Totem Point Management, LLC | 14 | 4 | 3.44% | 6.54% | 11.58% | Q1 2019 | Q3 2023 | 18 |
Clean Yield Group | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Capital Advisory Group Advisory Services, LLC | 13 | 1 | 0.01% | 0.14% | 0.24% | Q4 2018 | Q3 2023 | 18 |
CULLEN/FROST BANKERS, INC. | 17 | 1 | 0.00% | 0.11% | 0.29% | Q1 2019 | Q3 2023 | 18 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 3 | 0.01% | 0.09% | 0.33% | Q4 2018 | Q3 2023 | 18 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 11 | 1 | 0.00% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 18 |
SFMG, LLC | 13 | 5 | 0.03% | 0.12% | 0.28% | Q4 2017 | Q3 2023 | 18 |
Redhawk Wealth Advisors, Inc. | 16 | 1 | 0.05% | 0.15% | 0.40% | Q2 2019 | Q3 2023 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 17 |
Oakworth Capital, Inc. | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 17 |
LEVEL FOUR ADVISORY SERVICES, LLC | 17 | 17 | 0.02% | 0.08% | 0.22% | Q3 2019 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Assenagon Asset Management S.A. | 16 | 1 | 0.03% | 0.50% | 1.39% | Q4 2018 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2017 | 17 |
MARIETTA INVESTMENT PARTNERS LLC | 16 | 1 | 0.08% | 0.45% | 1.66% | Q3 2018 | Q3 2023 | 17 |
Maven Securities LTD | 10 | 2 | 0.01% | 0.06% | 0.28% | Q2 2019 | Q3 2023 | 17 |
Sonora Investment Management, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2021 | 17 |
Kistler-Tiffany Companies, LLC | 17 | 17 | 0.01% | 0.06% | 0.14% | Q2 2019 | Q2 2023 | 17 |
Brick & Kyle, Associates | 16 | 1 | 0.01% | 2.60% | 3.84% | Q1 2017 | Q3 2023 | 17 |
GREENLEAF TRUST | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Meridian Wealth Advisors, LLC | 16 | 1 | 0.04% | 0.20% | 0.27% | Q4 2018 | Q3 2023 | 17 |
CITIZENS FINANCIAL GROUP INC/RI | 11 | 6 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.13% | 0.51% | Q3 2016 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.02% | 0.11% | 0.28% | Q4 2018 | Q4 2022 | 17 |
Yong Rong (HK) Asset Management Ltd | 9 | 1 | 1.60% | 10.79% | 20.24% | Q1 2018 | Q4 2022 | 17 |
MASSMUTUAL TRUST CO FSB/ADV | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2023 | 17 |
Quinn Opportunity Partners LLC | 9 | 1 | 0.04% | 0.97% | 3.22% | Q4 2015 | Q1 2023 | 17 |
B & T Capital Management DBA Alpha Capital Management | 15 | 2 | 0.05% | 0.41% | 0.87% | Q2 2016 | Q3 2023 | 17 |
Snowden Capital Advisors LLC | 9 | 8 | 0.01% | 0.12% | 0.26% | Q2 2019 | Q3 2023 | 17 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.07% | 0.18% | Q2 2019 | Q3 2023 | 17 |
Ionic Capital Management LLC | 4 | 2 | 0.02% | 0.35% | 1.30% | Q4 2016 | Q4 2022 | 17 |
Old North State Trust, LLC | 6 | 5 | 0.00% | 0.06% | 0.25% | Q3 2018 | Q3 2023 | 17 |
WINTON GROUP Ltd | 7 | 1 | 0.01% | 0.06% | 0.20% | Q2 2017 | Q3 2023 | 17 |
Diversified Trust Co | 17 | 17 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q4 2023 | 17 |
People's United Financial, Inc. | 11 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q1 2022 | 17 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 8 | 1 | 0.16% | 2.82% | 6.65% | Q3 2016 | Q3 2023 | 17 |
IPG Investment Advisors LLC | 10 | 1 | 0.06% | 0.30% | 1.30% | Q1 2015 | Q3 2023 | 17 |
NuWave Investment Management, LLC | 9 | 2 | 0.00% | 0.48% | 1.54% | Q4 2017 | Q3 2022 | 17 |
HWG Holdings LP | 6 | 2 | 0.04% | 2.01% | 6.68% | Q1 2019 | Q4 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.08% | 0.51% | Q4 2018 | Q3 2023 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 4 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 17 |
Fieldpoint Private Securities, LLC | 9 | 8 | 0.01% | 0.13% | 0.41% | Q1 2018 | Q2 2022 | 17 |
Nationwide Fund Advisors | 14 | 3 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2017 | 17 |
TRUST CO OF VERMONT | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q4 2016 | 17 |
Strategic Advisors LLC | 16 | 1 | 0.10% | 0.27% | 0.40% | Q3 2018 | Q3 2023 | 17 |
Private Ocean, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 17 |
RPG Investment Advisory, LLC | 17 | 17 | 0.00% | 1.36% | 2.51% | Q3 2019 | Q3 2023 | 17 |
Corient Capital Partners, LLC | 15 | 2 | 0.04% | 0.14% | 0.30% | Q1 2017 | Q3 2022 | 17 |
Coastline Trust Co | 17 | 17 | 0.06% | 0.11% | 0.23% | Q3 2019 | Q3 2023 | 17 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 2 | 0.00% | 0.03% | 0.14% | Q1 2017 | Q4 2022 | 17 |
Evolution Wealth Advisors, LLC | 17 | 17 | 0.01% | 0.13% | 0.48% | Q4 2018 | Q4 2022 | 17 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
FineMark National Bank & Trust | 16 | 1 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 17 |
Capital Investment Advisory Services, LLC | 13 | 4 | 0.00% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 17 |
Caprock Group, LLC | 15 | 2 | 0.02% | 0.09% | 0.15% | Q3 2017 | Q3 2023 | 17 |
HANSEATIC MANAGEMENT SERVICES INC | 10 | 1 | 0.04% | 0.87% | 2.04% | Q2 2013 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.01% | 0.24% | 0.58% | Q4 2019 | Q4 2023 | 17 |
True North Advisors, LLC | 16 | 16 | 0.06% | 0.12% | 0.17% | Q4 2019 | Q3 2023 | 16 |
MACKAY SHIELDS LLC | 14 | 2 | 0.01% | 0.11% | 0.23% | Q1 2018 | Q1 2022 | 16 |
BALDWIN BROTHERS LLC/MA | 16 | 16 | 0.00% | 0.04% | 0.06% | Q1 2020 | Q4 2023 | 16 |
JFS WEALTH ADVISORS, LLC | 9 | 3 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 16 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.19% | 0.32% | Q4 2019 | Q3 2023 | 16 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 1 | 0.00% | 0.28% | 1.33% | Q3 2017 | Q2 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.04% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.04% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
PINNACLE ASSOCIATES LTD | 16 | 16 | 0.01% | 0.07% | 0.15% | Q4 2019 | Q3 2023 | 16 |
EP Wealth Advisors, LLC | 16 | 16 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.04% | 0.10% | 0.22% | Q4 2019 | Q3 2023 | 16 |
MANCHESTER FINANCIAL INC | 10 | 1 | 0.00% | 0.12% | 0.26% | Q2 2019 | Q3 2023 | 16 |
Perigon Wealth Management, LLC | 15 | 1 | 0.04% | 0.12% | 0.36% | Q3 2011 | Q3 2023 | 16 |
West Oak Capital, LLC | 14 | 2 | 0.01% | 0.16% | 1.32% | Q3 2018 | Q3 2023 | 16 |
Varma Mutual Pension Insurance Co | 14 | 2 | 0.18% | 0.51% | 0.97% | Q3 2019 | Q3 2023 | 16 |
ROTHSCHILD INVESTMENT LLC /IL | 16 | 16 | 0.02% | 0.12% | 0.36% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.08% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Fullerton Fund Management Co Ltd. | 13 | 3 | 0.13% | 2.86% | 8.35% | Q3 2019 | Q3 2023 | 16 |
Sustainable Insight Capital Management, LLC | 12 | 4 | 0.72% | 4.50% | 5.99% | Q2 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.16% | 0.23% | 0.37% | Q4 2019 | Q3 2023 | 16 |
DAVENPORT & Co LLC | 10 | 6 | 0.00% | 0.09% | 0.41% | Q4 2017 | Q3 2023 | 16 |
WASHINGTON TRUST BANK | 14 | 2 | 0.00% | 1.63% | 2.43% | Q3 2016 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.02% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 16 |
NWK Group, Inc. | 16 | 16 | 3.19% | 4.78% | 6.94% | Q4 2019 | Q3 2023 | 16 |
Stone Ridge Asset Management LLC | 8 | 2 | 0.01% | 0.18% | 0.81% | Q4 2014 | Q2 2020 | 16 |
WRIGHT INVESTORS SERVICE INC | 6 | 1 | 0.07% | 0.17% | 0.34% | Q1 2017 | Q3 2023 | 16 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 11 | 5 | 0.02% | 0.17% | 0.58% | Q2 2013 | Q3 2018 | 16 |
Western Wealth Management, LLC | 8 | 8 | 0.05% | 0.14% | 0.26% | Q3 2019 | Q3 2023 | 16 |
Savior LLC | 16 | 16 | 0.17% | 2.51% | 4.95% | Q4 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 16 | 16 | 0.02% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
OSTERWEIS CAPITAL MANAGEMENT INC | 16 | 16 | 1.27% | 1.85% | 2.46% | Q4 2019 | Q3 2023 | 16 |
Hilltop Holdings Inc. | 14 | 1 | 0.04% | 0.15% | 1.02% | Q3 2019 | Q3 2023 | 16 |
FIRST CITIZENS BANK & TRUST CO | 12 | 2 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 16 |
OSSIAM | 15 | 1 | 0.00% | 2.03% | 4.49% | Q1 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.29% | 1.65% | 2.84% | Q4 2019 | Q3 2023 | 16 |
HOWE & RUSLING INC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Abbrea Capital, LLC | 16 | 16 | 0.04% | 0.09% | 0.16% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.32% | 0.49% | 0.75% | Q4 2019 | Q3 2023 | 16 |
Apollon Wealth Management, LLC | 15 | 1 | 0.08% | 0.19% | 0.34% | Q2 2019 | Q3 2023 | 16 |
Aspire Private Capital, LLC | 9 | 2 | 0.00% | 0.02% | 0.15% | Q4 2018 | Q3 2023 | 16 |
Trexquant Investment LP | 11 | 1 | 0.04% | 0.39% | 1.23% | Q1 2017 | Q3 2022 | 16 |
QVR LLC | 3 | 3 | 0.01% | 0.08% | 0.25% | Q1 2021 | Q3 2022 | 16 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 16 |
Quilter Plc | 16 | 16 | 0.52% | 2.42% | 3.96% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.07% | 0.59% | Q2 2019 | Q3 2023 | 16 |
Jericho Capital Asset Management L.P. | 3 | 1 | 1.54% | 3.65% | 7.24% | Q3 2016 | Q2 2023 | 16 |
First Allied Advisory Services, Inc. | 15 | 15 | 0.00% | 0.05% | 0.14% | Q1 2017 | Q3 2020 | 16 |
MOSELEY INVESTMENT MANAGEMENT INC | 16 | 16 | 0.23% | 0.54% | 1.04% | Q4 2019 | Q3 2023 | 16 |
BROWN ADVISORY INC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 16 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 16 |
Sowell Financial Services LLC | 11 | 1 | 0.00% | 0.10% | 0.38% | Q4 2016 | Q3 2023 | 16 |
Dynamic Advisor Solutions LLC | 13 | 13 | 0.00% | 0.10% | 0.23% | Q3 2020 | Q3 2023 | 16 |
Wealthspire Advisors, L.P. | 13 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2020 | 16 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 12 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 16 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 16 |
Horizon Investments, LLC | 6 | 1 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 16 |
VESTOR CAPITAL, LLC | 13 | 1 | 0.01% | 0.60% | 1.98% | Q2 2019 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.93% | 1.26% | 1.69% | Q4 2019 | Q3 2023 | 16 |
Strategic Blueprint, LLC | 14 | 14 | 0.00% | 0.30% | 0.84% | Q2 2020 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.05% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Clarius Group, LLC | 16 | 16 | 0.04% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Voya Financial Advisors, Inc. | 7 | 1 | 0.02% | 0.05% | 0.14% | Q4 2016 | Q3 2022 | 15 |
CALTON & ASSOCIATES, INC. | 12 | 1 | 0.02% | 0.13% | 0.28% | Q4 2017 | Q2 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.05% | 0.06% | Q3 2011 | Q3 2015 | 15 |
Castle Rock Wealth Management, LLC | 14 | 1 | 0.15% | 0.45% | 0.94% | Q2 2019 | Q3 2023 | 15 |
SCHOLTZ & COMPANY, LLC | 15 | 15 | 0.14% | 1.74% | 3.31% | Q1 2020 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.20% | 0.36% | 0.49% | Q1 2020 | Q3 2023 | 15 |
SANDERS MORRIS HARRIS LLC | 15 | 15 | 0.15% | 0.48% | 1.11% | Q1 2020 | Q3 2023 | 15 |
Fisher Asset Management, LLC | 15 | 15 | 0.40% | 1.05% | 1.70% | Q1 2020 | Q3 2023 | 15 |
JOHN G ULLMAN & ASSOCIATES INC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.17% | 0.33% | 0.65% | Q1 2020 | Q3 2023 | 15 |
J. Goldman & Co LP | 3 | 1 | 0.02% | 0.16% | 0.36% | Q3 2014 | Q3 2023 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 12 | 3 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 15 |
Bedel Financial Consulting, Inc. | 13 | 2 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q2 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Curbstone Financial Management Corp | 15 | 15 | 0.11% | 0.18% | 0.32% | Q2 2020 | Q4 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Plante Moran Financial Advisors, LLC | 12 | 1 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 15 |
Larson Financial Group LLC | 13 | 2 | 0.00% | 0.08% | 0.26% | Q4 2018 | Q3 2023 | 15 |
Ellevest, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 15 |
Parkwood LLC | 12 | 3 | 0.02% | 0.65% | 1.53% | Q2 2017 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.05% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
MONETA GROUP INVESTMENT ADVISORS LLC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 15 |
PICTET BANK & TRUST Ltd | 15 | 15 | 0.02% | 0.08% | 0.17% | Q1 2014 | Q3 2017 | 15 |
Ranch Capital Advisors Inc. | 15 | 15 | 0.20% | 0.59% | 0.99% | Q1 2020 | Q3 2023 | 15 |
Wealthspire Advisors, LLC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 15 |
HOEY INVESTMENTS, INC | 14 | 1 | 0.01% | 0.53% | 1.38% | Q4 2019 | Q3 2023 | 15 |
USS Investment Management Ltd | 15 | 15 | 0.04% | 0.22% | 0.37% | Q1 2020 | Q3 2023 | 15 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 14 | 1 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
EASTERN BANK | 11 | 1 | 0.01% | 0.55% | 1.11% | Q3 2018 | Q3 2023 | 15 |
Teza Capital Management LLC | 4 | 2 | 0.05% | 0.54% | 2.81% | Q2 2018 | Q2 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.04% | 0.14% | 0.53% | Q4 2019 | Q3 2023 | 15 |
Carolina Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.02% | 0.38% | 0.66% | Q2 2020 | Q3 2023 | 15 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 10 | 2 | 0.04% | 0.74% | 1.55% | Q2 2018 | Q2 2023 | 15 |
Ethic Inc. | 15 | 15 | 0.17% | 0.28% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Empirical Finance, LLC | 15 | 15 | 0.08% | 0.27% | 0.44% | Q1 2020 | Q3 2023 | 15 |
Mutual Advisors, LLC | 14 | 1 | 0.04% | 0.15% | 0.24% | Q3 2019 | Q3 2023 | 15 |
VisionPoint Advisory Group, LLC | 13 | 2 | 0.09% | 0.27% | 1.62% | Q4 2019 | Q3 2023 | 15 |
AGF Investments LLC | 8 | 3 | 0.00% | 0.03% | 0.27% | Q4 2016 | Q2 2022 | 15 |
Arkadios Wealth Advisors | 15 | 15 | 0.00% | 0.10% | 0.22% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q4 2016 | 15 |
Canton Hathaway, LLC | 14 | 1 | 0.01% | 0.48% | 0.81% | Q1 2019 | Q3 2023 | 15 |
Longitude (Cayman) Ltd. | 12 | 12 | 0.40% | 1.95% | 3.24% | Q4 2020 | Q3 2023 | 15 |
HM PAYSON & CO | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BARINGS LLC | 10 | 5 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2022 | 15 |
HOLLENCREST CAPITAL MANAGEMENT | 11 | 4 | 0.02% | 0.06% | 0.18% | Q4 2019 | Q3 2023 | 15 |
Banco Santander, S.A. | 13 | 1 | 0.00% | 0.07% | 0.21% | Q1 2018 | Q3 2023 | 15 |
JCIC Asset Management Inc. | 10 | 5 | 1.35% | 3.33% | 4.80% | Q4 2019 | Q3 2023 | 15 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 15 | 15 | 0.04% | 0.51% | 0.86% | Q1 2020 | Q3 2023 | 15 |
DFPG INVESTMENTS, LLC | 10 | 5 | 0.44% | 1.06% | 2.43% | Q4 2019 | Q3 2023 | 15 |
Hudock, Inc. | 14 | 1 | 0.00% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 15 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 1 | 0.04% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 0.01% | 0.46% | 0.83% | Q4 2019 | Q3 2023 | 15 |
MAI Capital Management | 15 | 15 | 0.02% | 0.13% | 0.23% | Q1 2020 | Q3 2023 | 15 |
SevenBridge Financial Group, LLC | 8 | 1 | 0.03% | 0.12% | 0.16% | Q3 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Virtu Financial LLC | 5 | 1 | 0.01% | 0.22% | 0.80% | Q1 2014 | Q3 2023 | 15 |
Hillsdale Investment Management Inc. | 9 | 3 | 0.00% | 0.06% | 0.31% | Q3 2016 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 2 | 0.00% | 0.14% | 0.22% | Q4 2018 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.13% | 0.27% | 0.39% | Q1 2020 | Q3 2023 | 15 |
MCDANIEL TERRY & CO | 15 | 15 | 0.04% | 0.08% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 13 | 1 | 0.00% | 0.17% | 0.56% | Q1 2020 | Q3 2023 | 14 |
PSI Advisors, LLC | 12 | 1 | 0.01% | 0.39% | 0.91% | Q4 2019 | Q3 2023 | 14 |
TSFG, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Pinnacle Wealth Planning Services, Inc. | 13 | 13 | 0.00% | 0.11% | 0.17% | Q3 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.12% | 0.22% | 0.35% | Q2 2020 | Q3 2023 | 14 |
HANCOCK WHITNEY CORP | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Center for Financial Planning, Inc. | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
CHASE INVESTMENT COUNSEL CORP | 12 | 2 | 0.53% | 1.43% | 2.65% | Q3 2019 | Q3 2023 | 14 |
THOMAS WHITE INTERNATIONAL LTD | 14 | 14 | 0.07% | 0.10% | 0.15% | Q1 2020 | Q2 2023 | 14 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 1 | 0.00% | 0.07% | 0.14% | Q1 2020 | Q3 2023 | 14 |
Johnson Financial Group, Inc. | 10 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 14 |
FULLER & THALER ASSET MANAGEMENT, INC. | 13 | 1 | 0.15% | 0.22% | 0.34% | Q4 2013 | Q2 2019 | 14 |
Jacobi Capital Management LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
FIDUCIARY TRUST CO | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 12 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 14 |
Adams Wealth Management | 14 | 14 | 0.15% | 0.24% | 0.46% | Q2 2020 | Q3 2023 | 14 |
AlphaCrest Capital Management LLC | 13 | 1 | 0.02% | 0.13% | 0.49% | Q4 2018 | Q3 2022 | 14 |
Venturi Wealth Management, LLC | 14 | 14 | 0.20% | 0.28% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Field & Main Bank | 14 | 14 | 0.75% | 1.08% | 1.48% | Q2 2020 | Q3 2023 | 14 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 14 | 14 | 0.06% | 0.79% | 1.35% | Q4 2018 | Q1 2022 | 14 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 14 | 14 | 0.03% | 0.06% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Grove Bank & Trust | 14 | 14 | 0.07% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q2 2023 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.03% | 0.05% | 0.09% | Q3 2020 | Q4 2023 | 14 |
WEALTH ADVISORS, INC. | 10 | 10 | 0.01% | 0.10% | 0.21% | Q3 2020 | Q4 2022 | 14 |
MOTCO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 12 | 12 | 0.00% | 0.11% | 0.20% | Q4 2020 | Q3 2023 | 14 |
MONTAG A & ASSOCIATES INC | 13 | 13 | 0.01% | 0.18% | 0.39% | Q3 2020 | Q3 2023 | 14 |
Sound View Wealth Advisors Group, LLC | 14 | 14 | 0.06% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 14 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ZEKE CAPITAL ADVISORS, LLC | 7 | 1 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q4 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.22% | 0.42% | 0.57% | Q2 2020 | Q3 2023 | 14 |
Gilbert & Cook, Inc. | 14 | 14 | 0.06% | 0.10% | 0.15% | Q1 2020 | Q2 2023 | 14 |
Darwin Wealth Management, LLC | 10 | 4 | 0.01% | 0.33% | 0.74% | Q1 2020 | Q3 2023 | 14 |
CENTRAL BANK & TRUST CO | 14 | 14 | 0.02% | 0.10% | 0.19% | Q2 2020 | Q3 2023 | 14 |
TRUSTCORE FINANCIAL SERVICES, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 14 |
M&G INVESTMENT MANAGEMENT LTD | 14 | 14 | 0.00% | 0.01% | 0.09% | Q4 2019 | Q1 2023 | 14 |
TWIN CAPITAL MANAGEMENT INC | 13 | 1 | 0.03% | 0.35% | 0.68% | Q3 2019 | Q3 2023 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.02% | 0.14% | 0.27% | Q4 2017 | Q1 2021 | 14 |
BANK HAPOALIM BM | 10 | 4 | 0.08% | 0.16% | 0.27% | Q3 2017 | Q2 2023 | 14 |
V Wealth Advisors LLC | 13 | 1 | 0.01% | 0.23% | 0.64% | Q2 2017 | Q3 2023 | 14 |
Balentine LLC | 9 | 5 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 14 |
FIRST INTERSTATE BANK | 5 | 3 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 14 |
Vontobel Holding Ltd. | 12 | 12 | 0.03% | 0.41% | 0.83% | Q4 2020 | Q3 2023 | 14 |
Altshuler Shaham Ltd | 7 | 1 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2022 | 14 |
PRIVATE TRUST CO NA | 13 | 1 | 0.00% | 0.08% | 0.13% | Q3 2014 | Q3 2023 | 14 |
Weaver C. Barksdale & Associates, Inc. | 14 | 14 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q4 2016 | 14 |
Tairen Capital Ltd | 5 | 1 | 0.37% | 4.32% | 17.96% | Q1 2019 | Q2 2023 | 14 |
Heritage Wealth Advisors | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Cornerstone Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2019 | 14 |
SkyOak Wealth, LLC | 8 | 3 | 0.07% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 14 |
Van Hulzen Asset Management, LLC | 14 | 14 | 0.05% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 14 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 14 |
Waldron Private Wealth LLC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Bellecapital International Ltd. | 10 | 4 | 0.12% | 0.73% | 2.46% | Q1 2020 | Q3 2023 | 14 |
BRINKER CAPITAL INC | 14 | 14 | 0.01% | 0.06% | 0.11% | Q1 2017 | Q2 2020 | 14 |
Eudaimonia Partners, LLC | 7 | 6 | 0.02% | 0.08% | 0.16% | Q4 2019 | Q3 2023 | 14 |
Williams Jones Wealth Management, LLC. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Optas, LLC | 14 | 14 | 0.08% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 14 |
ROMAN BUTLER FULLERTON & CO | 10 | 4 | 0.12% | 0.37% | 0.87% | Q1 2020 | Q3 2023 | 14 |
Faithward Advisors, LLC | 11 | 3 | 0.08% | 0.15% | 0.23% | Q1 2020 | Q3 2023 | 14 |
Pflug Koory, LLC | 14 | 14 | 0.05% | 0.12% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Empowered Funds, LLC | 9 | 2 | 0.06% | 0.28% | 0.74% | Q1 2017 | Q3 2023 | 14 |
QCM Cayman, Ltd. | 3 | 1 | 0.01% | 0.95% | 6.07% | Q1 2014 | Q3 2023 | 14 |
Jabre Capital Partners S.A. | 9 | 1 | 0.06% | 1.15% | 3.51% | Q4 2013 | Q1 2018 | 14 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Bayesian Capital Management, LP | 5 | 1 | 0.11% | 0.75% | 2.75% | Q2 2016 | Q4 2022 | 14 |
ADVENT CAPITAL MANAGEMENT /DE/ | 5 | 1 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 14 |
Gladstone Institutional Advisory LLC | 13 | 1 | 0.06% | 0.18% | 0.49% | Q1 2020 | Q3 2023 | 14 |
TOWNSQUARE CAPITAL LLC | 10 | 1 | 0.00% | 0.10% | 0.25% | Q4 2018 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.12% | 0.24% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Trek Financial, LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Peregrine Asset Advisers, Inc. | 9 | 1 | 0.09% | 0.37% | 1.08% | Q3 2016 | Q3 2023 | 13 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 4 | 0.00% | 0.07% | 0.24% | Q4 2013 | Q3 2023 | 13 |
CARILLON TOWER ADVISERS, INC. | 13 | 13 | 0.19% | 0.67% | 1.15% | Q4 2017 | Q4 2020 | 13 |
TimeScale Financial, Inc. | 10 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 13 |
Nadler Financial Group, Inc. | 8 | 2 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 13 |
BLUESTEIN R H & CO LLC | 10 | 3 | 0.01% | 0.02% | 0.09% | Q1 2017 | Q2 2022 | 13 |
Artemis Investment Management LLP | 7 | 1 | 0.02% | 0.33% | 1.05% | Q1 2020 | Q3 2023 | 13 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 13 | 13 | 0.11% | 0.16% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Sunbelt Securities, Inc. | 8 | 2 | 0.04% | 0.06% | 0.13% | Q3 2019 | Q3 2023 | 13 |
OmniStar Financial Group, Inc. | 10 | 3 | 0.30% | 0.59% | 0.97% | Q2 2018 | Q2 2022 | 13 |
Norway Savings Bank | 13 | 13 | 0.02% | 0.16% | 0.48% | Q3 2020 | Q3 2023 | 13 |
Xcel Wealth Management, LLC | 13 | 13 | 0.26% | 0.75% | 1.11% | Q3 2020 | Q3 2023 | 13 |
Gunderson Capital Management Inc. | 8 | 1 | 3.27% | 5.28% | 9.42% | Q1 2019 | Q4 2023 | 13 |
Concorde Asset Management, LLC | 5 | 3 | 0.20% | 0.28% | 0.43% | Q1 2020 | Q3 2023 | 13 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 7 | 2 | 0.02% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 13 |
SRS Capital Advisors, Inc. | 10 | 3 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.16% | 0.28% | 0.49% | Q3 2020 | Q3 2023 | 13 |
PARSONS CAPITAL MANAGEMENT INC/RI | 13 | 13 | 0.13% | 0.20% | 0.34% | Q3 2020 | Q3 2023 | 13 |
Wade Financial Advisory, Inc | 13 | 13 | 0.14% | 0.17% | 0.21% | Q3 2020 | Q3 2023 | 13 |
IMC-Chicago, LLC | 4 | 1 | 0.00% | 0.07% | 0.33% | Q4 2018 | Q3 2023 | 13 |
First PREMIER Bank | 7 | 6 | 0.01% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 13 |
GILDER GAGNON HOWE & CO LLC | 7 | 2 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
First National Bank of South Miami | 13 | 13 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q2 2023 | 13 |
Polaris Wealth Advisory Group, LLC | 6 | 1 | 0.00% | 0.26% | 0.50% | Q1 2018 | Q3 2023 | 13 |
SpiderRock Advisors, LLC | 8 | 3 | 0.01% | 0.09% | 0.37% | Q1 2017 | Q2 2021 | 13 |
ATLAS CAPITAL ADVISORS LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Axiom Investment Management LLC | 12 | 1 | 0.01% | 3.08% | 6.52% | Q1 2019 | Q3 2022 | 13 |
Railway Pension Investments Ltd | 8 | 5 | 0.04% | 0.18% | 0.62% | Q2 2019 | Q3 2022 | 13 |
BANQUE PICTET & CIE SA | 10 | 1 | 0.00% | 0.22% | 0.58% | Q3 2015 | Q3 2023 | 13 |
Advisory Alpha, LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 12 | 1 | 0.01% | 0.03% | 0.04% | Q1 2013 | Q3 2023 | 13 |
Canal Insurance CO | 5 | 1 | 0.08% | 0.28% | 0.43% | Q2 2013 | Q3 2016 | 13 |
Covington Capital Management | 9 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2022 | 13 |
CloudAlpha Capital Management Limited/Hong Kong | 6 | 3 | 0.02% | 5.10% | 14.06% | Q4 2020 | Q3 2023 | 13 |
Ballentine Partners, LLC | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 13 |
Edge Capital Group, LLC | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
New England Research & Management, Inc. | 8 | 1 | 0.22% | 0.48% | 1.06% | Q3 2019 | Q3 2023 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 0.21% | 0.41% | 0.73% | Q3 2020 | Q3 2023 | 13 |
WEALTHFRONT Corp | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.01% | 0.03% | 0.09% | Q2 2017 | Q2 2020 | 13 |
Symmetry Investments LP | 7 | 1 | 0.32% | 1.45% | 2.87% | Q4 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
LOOMIS SAYLES & CO L P | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.20% | 0.31% | 0.44% | Q3 2020 | Q3 2023 | 13 |
Meiji Yasuda Life Insurance Co | 13 | 13 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Ziegler Capital Management, LLC | 12 | 1 | 0.07% | 0.22% | 0.44% | Q1 2020 | Q3 2023 | 13 |
CLEARARC CAPITAL INC | 12 | 1 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q4 2019 | 13 |
HARBOR INVESTMENT ADVISORY, LLC | 13 | 13 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
SVB WEALTH LLC | 13 | 13 | 0.01% | 0.07% | 0.20% | Q3 2020 | Q3 2023 | 13 |
ACG Wealth | 9 | 4 | 0.01% | 0.17% | 0.47% | Q4 2016 | Q2 2022 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.09% | 0.17% | 0.22% | Q3 2020 | Q3 2023 | 13 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
King Wealth Management Group | 10 | 3 | 0.06% | 0.41% | 1.38% | Q1 2020 | Q3 2023 | 13 |
ATALANTA SOSNOFF CAPITAL, LLC | 13 | 13 | 0.33% | 0.93% | 1.54% | Q3 2020 | Q3 2023 | 13 |
FormulaFolio Investments, LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q2 2021 | 13 |
CLEAR STREET LLC | 5 | 2 | 1.41% | 4.21% | 11.03% | Q4 2021 | Q3 2023 | 13 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13 | 13 | 0.35% | 0.54% | 1.09% | Q1 2020 | Q1 2023 | 13 |
CERTUITY, LLC | 13 | 13 | 0.07% | 0.10% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Andar Capital Management HK Ltd | 8 | 3 | 1.80% | 9.00% | 19.67% | Q4 2020 | Q3 2023 | 13 |
MIROVA | 13 | 13 | 0.00% | 0.09% | 0.19% | Q4 2019 | Q4 2022 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.05% | 0.37% | 0.75% | Q3 2020 | Q3 2023 | 13 |
PARK AVENUE SECURITIES LLC | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Cerity Partners LLC | 13 | 13 | 0.01% | 0.17% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Savant Capital, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.56% | 0.87% | 1.16% | Q3 2020 | Q3 2023 | 13 |
Granite Point Capital Management, L.P. | 4 | 1 | 0.02% | 0.35% | 1.04% | Q4 2015 | Q4 2020 | 13 |
Timber Hill LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 13 |
Xact Kapitalforvaltning AB | 13 | 13 | 0.03% | 0.09% | 0.24% | Q1 2017 | Q1 2020 | 13 |
Brookstone Capital Management | 10 | 3 | 0.01% | 0.10% | 0.21% | Q2 2020 | Q3 2023 | 13 |
Golden Green, Inc. | 12 | 12 | 0.07% | 0.42% | 0.90% | Q4 2020 | Q3 2023 | 13 |
InTrack Investment Management Inc | 13 | 13 | 0.38% | 1.20% | 1.77% | Q4 2020 | Q4 2023 | 13 |
HoyleCohen, LLC | 13 | 13 | 0.04% | 0.09% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Belvedere Trading LLC | 6 | 2 | 0.00% | 0.02% | 0.09% | Q3 2021 | Q3 2023 | 13 |
InterOcean Capital Group, LLC | 12 | 12 | 0.00% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 13 |
WASHINGTON TRUST Co | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Rampart Investment Management Company, LLC | 11 | 2 | 0.00% | 0.08% | 0.20% | Q2 2017 | Q3 2020 | 13 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 13 |
Fort Sheridan Advisors LLC | 13 | 13 | 0.07% | 0.21% | 0.47% | Q3 2020 | Q3 2023 | 13 |
Garner Asset Management Corp | 13 | 13 | 0.10% | 0.30% | 0.57% | Q3 2020 | Q3 2023 | 13 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 13 | 13 | 0.06% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13 | 13 | 0.01% | 0.05% | 0.21% | Q3 2020 | Q3 2023 | 13 |
PRIO WEALTH LIMITED PARTNERSHIP | 13 | 13 | 0.24% | 0.91% | 1.22% | Q3 2020 | Q3 2023 | 13 |
LAKE STREET PRIVATE WEALTH, LLC | 13 | 13 | 0.19% | 0.23% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Valmark Advisers, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Game Plan Financial Advisors, LLC | 13 | 13 | 0.66% | 1.38% | 2.61% | Q4 2019 | Q4 2022 | 13 |
Sequoia Financial Advisors, LLC | 8 | 2 | 0.02% | 0.07% | 0.14% | Q1 2017 | Q3 2023 | 13 |
Traynor Capital Management, Inc. | 11 | 2 | 0.04% | 0.52% | 1.05% | Q4 2014 | Q3 2023 | 13 |
INTRUST BANK NA | 13 | 13 | 0.03% | 0.08% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Claro Advisors LLC | 12 | 1 | 0.00% | 0.13% | 0.24% | Q4 2018 | Q3 2023 | 13 |
Continuum Advisory, LLC | 13 | 13 | 0.06% | 0.11% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Sturgeon Ventures LLP | 13 | 13 | 0.80% | 3.58% | 6.01% | Q4 2019 | Q4 2022 | 13 |
Dorsey & Whitney Trust CO LLC | 12 | 1 | 0.03% | 0.11% | 0.21% | Q2 2020 | Q3 2023 | 13 |
ALGERT GLOBAL LLC | 10 | 3 | 0.10% | 0.32% | 0.65% | Q4 2017 | Q1 2022 | 13 |
Covenant Asset Management, LLC | 7 | 1 | 0.14% | 0.57% | 1.24% | Q4 2020 | Q3 2023 | 13 |
Rathbones Group PLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
CWA Asset Management Group, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
NORTHEAST INVESTMENT MANAGEMENT | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Sylebra Capital Ltd | 13 | 13 | 3.51% | 10.19% | 13.39% | Q3 2020 | Q3 2023 | 13 |
AGF INVESTMENTS INC. | 11 | 2 | 0.00% | 0.49% | 0.78% | Q4 2013 | Q2 2022 | 13 |
Grandview Asset Management LLC | 6 | 1 | 0.44% | 0.60% | 0.89% | Q2 2020 | Q3 2023 | 12 |
Opes Wealth Management LLC | 8 | 4 | 0.07% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 12 |
Jackson Hole Capital Partners, LLC | 12 | 12 | 0.15% | 0.24% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Lehman & Derafelo Financial Resources LLC | 10 | 10 | 0.12% | 0.20% | 0.52% | Q1 2019 | Q2 2021 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.02% | 0.15% | 0.27% | Q1 2019 | Q1 2022 | 12 |
Atreides Management, LP | 5 | 1 | 1.17% | 5.93% | 11.61% | Q4 2019 | Q3 2023 | 12 |
Pacifica Partners Inc. | 7 | 2 | 0.01% | 0.46% | 1.18% | Q4 2019 | Q4 2023 | 12 |
Bay Rivers Group | 11 | 1 | 0.88% | 1.45% | 2.07% | Q2 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.24% | 0.33% | 0.66% | Q4 2020 | Q3 2023 | 12 |
JAG CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.10% | 1.34% | 2.08% | Q4 2020 | Q3 2023 | 12 |
GABELLI FUNDS LLC | 12 | 12 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
C M BIDWELL & ASSOCIATES LTD | 12 | 12 | 0.01% | 0.05% | 0.23% | Q4 2020 | Q3 2023 | 12 |
AXIOM INVESTORS LLC /DE | 12 | 12 | 0.00% | 0.89% | 2.09% | Q4 2020 | Q3 2023 | 12 |
Leucadia National | 4 | 4 | 0.02% | 0.22% | 0.90% | Q4 2022 | Q3 2023 | 12 |
DE BURLO GROUP INC | 9 | 3 | 0.07% | 2.11% | 4.08% | Q3 2020 | Q3 2023 | 12 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.43% | 1.46% | Q3 2016 | Q4 2022 | 12 |
BRANDYWINE MANAGERS, LLC | 7 | 5 | 0.05% | 0.79% | 1.83% | Q3 2017 | Q3 2023 | 12 |
AMERICAN NATIONAL BANK | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
DELTA ASSET MANAGEMENT LLC/TN | 8 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
COMMONWEALTH BANK OF AUSTRALIA | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 12 |
Waverton Investment Management Ltd | 6 | 6 | 0.01% | 1.68% | 4.10% | Q1 2019 | Q3 2023 | 12 |
Hartford Financial Management Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 10 | 1 | 0.00% | 0.18% | 0.34% | Q3 2017 | Q1 2022 | 12 |
PREMIER ASSET MANAGEMENT LLC | 12 | 12 | 0.86% | 2.48% | 4.10% | Q1 2020 | Q4 2022 | 12 |
SIT INVESTMENT ASSOCIATES INC | 7 | 5 | 0.01% | 0.07% | 0.16% | Q2 2017 | Q4 2020 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 4 | 0.10% | 0.13% | 0.17% | Q3 2020 | Q3 2023 | 12 |
K.J. Harrison & Partners Inc | 3 | 1 | 0.05% | 0.15% | 0.27% | Q2 2016 | Q1 2023 | 12 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.26% | 1.44% | Q3 2016 | Q4 2020 | 12 |
BRIGADE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.02% | 0.60% | 2.00% | Q3 2016 | Q3 2022 | 12 |
Capital Research Global Investors | 12 | 12 | 0.02% | 0.16% | 0.32% | Q1 2020 | Q4 2022 | 12 |
Pentwater Capital Management LP | 8 | 8 | 0.01% | 0.06% | 0.19% | Q4 2021 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.00% | 0.09% | 0.15% | Q1 2019 | Q3 2021 | 12 |
INTACT INVESTMENT MANAGEMENT INC. | 7 | 5 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 12 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 5 | 2 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q4 2017 | 12 |
Convergence Investment Partners, LLC | 5 | 1 | 0.00% | 0.13% | 0.24% | Q2 2014 | Q3 2023 | 12 |
Ipswich Investment Management Co., Inc. | 12 | 12 | 0.30% | 0.45% | 0.62% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.97% | 3.41% | Q2 2018 | Q1 2021 | 12 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 12 | 12 | 0.04% | 0.13% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Carnegie Capital Asset Management, LLC | 8 | 4 | 0.01% | 0.06% | 0.13% | Q1 2017 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.01% | 0.13% | 0.59% | Q4 2018 | Q3 2021 | 12 |
Lombard Odier Asset Management (Switzerland) SA | 6 | 1 | 0.02% | 0.15% | 0.49% | Q4 2019 | Q3 2023 | 12 |
Crestline Management, LP | 8 | 1 | 0.03% | 0.76% | 4.12% | Q4 2017 | Q3 2023 | 12 |
Krane Funds Advisors LLC | 12 | 12 | 0.03% | 0.07% | 0.25% | Q2 2018 | Q1 2021 | 12 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 9 | 1 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 12 |
NewSquare Capital LLC | 8 | 4 | 0.00% | 0.15% | 0.52% | Q1 2020 | Q3 2023 | 12 |
Catalyst Capital Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.64% | 2.86% | Q4 2016 | Q3 2023 | 12 |
Freedom Investment Management, Inc. | 12 | 12 | 0.02% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Aft, Forsyth & Sober, LLC | 12 | 12 | 0.32% | 0.42% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q4 2021 | 12 |
Lenox Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 12 |
RPg Family Wealth Advisory, LLC | 6 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q1 2022 | 12 |
SUMITOMO LIFE INSURANCE CO | 12 | 12 | 0.04% | 0.08% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Harvest Investment Services, LLC | 9 | 3 | 0.44% | 0.98% | 2.03% | Q2 2020 | Q3 2023 | 12 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.07% | 0.17% | 0.29% | Q1 2014 | Q2 2021 | 12 |
HighPoint Advisor Group LLC | 11 | 1 | 0.12% | 0.19% | 0.26% | Q1 2019 | Q2 2022 | 12 |
Evanson Asset Management, LLC | 12 | 12 | 0.08% | 0.18% | 0.28% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Heartland Bank & Trust Co | 12 | 12 | 0.37% | 0.78% | 1.07% | Q4 2020 | Q3 2023 | 12 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.00% | 0.05% | 0.21% | Q2 2018 | Q3 2023 | 12 |
Apertura Capital, LLC | 8 | 1 | 0.73% | 3.15% | 6.76% | Q3 2016 | Q4 2019 | 12 |
USA FINANCIAL FORMULAS | 4 | 1 | 0.00% | 0.87% | 3.04% | Q3 2019 | Q3 2023 | 12 |
Cypress Capital Management LLC (WY) | 6 | 1 | 0.01% | 0.52% | 2.66% | Q2 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.14% | 0.49% | 0.75% | Q4 2020 | Q3 2023 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 12 | 12 | 0.16% | 0.87% | 1.55% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Twin Lakes Capital Management, LLC | 12 | 12 | 0.13% | 0.17% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Orion Capital Management LLC | 12 | 12 | 0.03% | 0.18% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Cornerstone Advisory, LLC | 12 | 12 | 0.04% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Nippon Life Global Investors Americas, Inc. | 8 | 2 | 0.10% | 0.17% | 0.24% | Q3 2018 | Q3 2023 | 12 |
AtonRa Partners | 12 | 12 | 1.02% | 1.32% | 1.78% | Q4 2020 | Q3 2023 | 12 |
AAFMAA Wealth Management & Trust LLC | 12 | 12 | 1.16% | 2.20% | 3.64% | Q4 2020 | Q3 2023 | 12 |
WEALTHSOURCE PARTNERS, LLC | 11 | 1 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.25% | 0.31% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Phoenix Holdings Ltd. | 10 | 1 | 0.04% | 0.26% | 1.55% | Q2 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.40% | 0.91% | 1.64% | Q4 2020 | Q3 2023 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 0.60% | 1.23% | 1.62% | Q4 2020 | Q3 2023 | 12 |
LYELL WEALTH MANAGEMENT, LP | 12 | 12 | 0.05% | 0.46% | 1.02% | Q4 2020 | Q3 2023 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 0.22% | 1.25% | 3.00% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.73% | 1.11% | 1.60% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Good Life Advisors, LLC | 10 | 2 | 0.06% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Financial Advisors Network, Inc. | 11 | 1 | 0.08% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 12 |
Summit Trail Advisors, LLC | 10 | 1 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 2.01% | 2.81% | 3.69% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.10% | 0.19% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 1.01% | 1.85% | 2.70% | Q4 2020 | Q3 2023 | 12 |
Bogart Wealth, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
DeDora Capital, Inc. | 7 | 5 | 0.18% | 0.29% | 0.43% | Q3 2020 | Q3 2023 | 12 |
F/M Investments LLC | 12 | 12 | 1.93% | 3.85% | 5.15% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2021 | 12 |
Codex Capital, L.L.C. | 12 | 12 | 0.15% | 0.99% | 1.80% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.08% | 0.40% | 0.80% | Q4 2020 | Q3 2023 | 12 |
KCL Capital, L.P. | 6 | 2 | 0.30% | 3.55% | 6.76% | Q4 2018 | Q4 2022 | 12 |
LAKE STREET ADVISORS GROUP, LLC | 6 | 1 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 12 |
Neo Ivy Capital Management | 8 | 1 | 0.16% | 0.44% | 1.14% | Q4 2019 | Q2 2023 | 12 |
Legacy Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 12 |
Tuscan Ridge Asset Management LLC | 5 | 5 | 0.04% | 0.36% | 0.73% | Q4 2018 | Q4 2019 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.08% | 0.16% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Elmwood Wealth Management, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2021 | 12 |
Veracity Capital LLC | 7 | 2 | 0.07% | 0.22% | 0.46% | Q2 2020 | Q3 2023 | 12 |
Burleson & Company, LLC | 11 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q4 2022 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.02% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.23% | 0.33% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Mount Yale Investment Advisors, LLC | 9 | 3 | 0.03% | 0.10% | 0.15% | Q3 2020 | Q3 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.18% | 0.29% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Centric Wealth Management | 12 | 12 | 0.07% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Analog Century Management LP | 12 | 12 | 3.76% | 6.23% | 8.66% | Q4 2020 | Q3 2023 | 12 |
Wealth Quarterback LLC | 6 | 1 | 0.01% | 0.36% | 0.72% | Q1 1987 | Q3 2023 | 12 |
Regent Peak Wealth Advisors LLC | 12 | 12 | 0.06% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Kore Private Wealth LLC | 12 | 12 | 0.00% | 0.05% | 0.06% | Q4 2019 | Q3 2022 | 12 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 12 | 12 | 0.02% | 0.05% | 0.15% | Q4 2019 | Q3 2022 | 12 |
Northeast Financial Consultants Inc | 9 | 2 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 11 |
BREAKLINE CAPITAL LLC | 4 | 1 | 1.27% | 3.97% | 7.74% | Q4 2018 | Q4 2022 | 11 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 4 | 0.10% | 0.19% | 0.35% | Q2 2020 | Q3 2023 | 11 |
McIlrath & Eck, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Pendal Group Ltd | 11 | 11 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q4 2022 | 11 |
Gerber Kawasaki Wealth & Investment Management | 11 | 11 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 7 | 1 | 0.00% | 0.24% | 0.42% | Q1 2014 | Q2 2023 | 11 |
Ahrens Investment Partners LLC | 10 | 1 | 0.11% | 0.16% | 0.24% | Q1 2020 | Q1 2023 | 11 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 11 | 11 | 0.00% | 0.05% | 0.45% | Q1 2021 | Q3 2023 | 11 |
SUNTRUST BANKS INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 11 |
Doyle Wealth Management | 9 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2022 | 11 |
Summit Global Investments | 6 | 5 | 0.02% | 0.53% | 1.64% | Q4 2020 | Q3 2023 | 11 |
Advisors Preferred, LLC | 5 | 1 | 0.00% | 0.17% | 0.45% | Q3 2017 | Q3 2023 | 11 |
XML Financial, LLC | 5 | 2 | 0.09% | 0.22% | 0.34% | Q2 2020 | Q3 2023 | 11 |
Cranbrook Wealth Management, LLC | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Woodline Partners LP | 6 | 1 | 0.10% | 0.63% | 1.17% | Q3 2020 | Q3 2023 | 11 |
LUCAS CAPITAL MANAGEMENT | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
ARK Investment Management | 6 | 2 | 0.00% | 0.22% | 0.60% | Q3 2018 | Q3 2023 | 11 |
HYMAN CHARLES D | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
1834 INVESTMENT ADVISORS CO | 11 | 11 | 0.15% | 0.28% | 0.44% | Q1 2021 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 11 | 11 | 0.00% | 0.19% | 0.31% | Q1 2021 | Q3 2023 | 11 |
AlphaMark Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
FIRST MIDWEST BANK TRUST DIVISION | 7 | 4 | 0.00% | 0.05% | 0.12% | Q4 2015 | Q4 2021 | 11 |
Kaizen Financial Strategies | 9 | 2 | 0.27% | 0.38% | 0.51% | Q4 2020 | Q3 2023 | 11 |
Avantax Planning Partners, Inc. | 8 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 11 |
Vigilare Wealth Management | 10 | 1 | 0.14% | 0.39% | 0.89% | Q1 2021 | Q4 2023 | 11 |
Cinctive Capital Management LP | 4 | 1 | 0.01% | 0.39% | 0.88% | Q3 2020 | Q3 2023 | 11 |
CVA Family Office, LLC | 8 | 2 | 0.00% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Atom Investors LP | 4 | 1 | 0.02% | 0.52% | 2.29% | Q1 2019 | Q3 2023 | 11 |
Malaga Cove Capital, LLC | 11 | 11 | 0.19% | 0.82% | 1.39% | Q1 2021 | Q3 2023 | 11 |
Cornerstone Advisors, LLC | 9 | 2 | 0.34% | 0.51% | 0.69% | Q4 2020 | Q3 2023 | 11 |
Cipher Capital LP | 5 | 2 | 0.06% | 0.23% | 0.69% | Q1 2019 | Q2 2023 | 11 |
Lee Financial Co | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 11 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.27% | 0.78% | Q3 2016 | Q2 2023 | 11 |
Natixis Investment Managers International | 7 | 2 | 0.01% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 11 |
180 WEALTH ADVISORS, LLC | 11 | 11 | 0.10% | 0.12% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Frontier Wealth Management LLC | 6 | 5 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q2 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Bedell Frazier Investment Counselling, LLC | 11 | 11 | 0.76% | 1.11% | 1.60% | Q3 2020 | Q1 2023 | 11 |
Avion Wealth | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Spouting Rock Asset Management, LLC | 8 | 1 | 0.16% | 0.80% | 1.42% | Q4 2019 | Q1 2023 | 11 |
WISCONSIN CAPITAL MANAGEMENT LLC | 9 | 2 | 0.22% | 2.17% | 3.84% | Q3 2020 | Q3 2023 | 11 |
Qtron Investments LLC | 9 | 2 | 0.16% | 0.23% | 0.33% | Q3 2020 | Q3 2023 | 11 |
PITCAIRN CO | 10 | 1 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 11 |
MARCO INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.41% | 0.83% | 1.13% | Q1 2021 | Q3 2023 | 11 |
Foundry Partners, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2023 | 11 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.06% | 0.63% | 1.40% | Q1 2019 | Q2 2023 | 11 |
K2 PRINCIPAL FUND, L.P. | 4 | 1 | 0.05% | 0.29% | 0.88% | Q4 2017 | Q1 2021 | 11 |
Portman Square Capital LLP | 4 | 4 | 0.01% | 0.22% | 0.55% | Q4 2022 | Q3 2023 | 11 |
Crewe Advisors LLC | 6 | 5 | 0.00% | 0.22% | 0.74% | Q3 2020 | Q2 2023 | 11 |
Global Trust Asset Management, LLC | 8 | 1 | 0.00% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 11 |
McCarthy Grittinger Financial Group, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.66% | 1.14% | Q4 2020 | Q2 2023 | 11 |
One River Asset Management, LLC | 4 | 4 | 0.00% | 0.20% | 0.81% | Q4 2022 | Q3 2023 | 11 |
IAM Advisory, LLC | 9 | 2 | 0.36% | 0.57% | 0.80% | Q4 2020 | Q3 2023 | 11 |
FIRST FOUNDATION ADVISORS | 10 | 1 | 0.01% | 0.48% | 0.94% | Q4 2018 | Q3 2023 | 11 |
Dynamic Capital Management Ltd | 5 | 1 | 0.02% | 0.21% | 0.67% | Q4 2013 | Q1 2018 | 11 |
Ilmarinen Mutual Pension Insurance Co | 7 | 4 | 0.05% | 0.17% | 0.32% | Q4 2020 | Q3 2023 | 11 |
MONECO Advisors, LLC | 11 | 11 | 0.11% | 0.17% | 0.26% | Q1 2021 | Q3 2023 | 11 |
BALASA DINVERNO & FOLTZ LLC | 11 | 11 | 0.06% | 0.12% | 0.17% | Q1 2020 | Q3 2022 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.13% | 0.27% | 0.44% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
KG&L Capital Management,LLC | 11 | 11 | 0.36% | 1.16% | 1.89% | Q1 2021 | Q3 2023 | 11 |
Wills Financial Group, Inc. | 11 | 11 | 0.30% | 0.47% | 0.73% | Q1 2021 | Q3 2023 | 11 |
THOMPSON SIEGEL & WALMSLEY LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Merit Financial Group, LLC | 10 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
United Asset Strategies, Inc. | 10 | 1 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 11 |
Ocean Capital Management, LLC | 11 | 11 | 0.14% | 0.17% | 0.20% | Q1 2021 | Q3 2023 | 11 |
JACKSON SQUARE CAPITAL, LLC | 4 | 3 | 0.06% | 0.49% | 1.82% | Q4 2019 | Q3 2023 | 11 |
Essex Financial Services, Inc. | 10 | 1 | 0.05% | 0.10% | 0.17% | Q3 2020 | Q3 2023 | 11 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q3 2015 | Q2 2023 | 11 |
Hudson Canyon Capital Management | 11 | 11 | 1.38% | 1.79% | 2.34% | Q1 2021 | Q3 2023 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 2.74% | 3.89% | 6.22% | Q1 2021 | Q3 2023 | 11 |
CASTLEARK MANAGEMENT LLC | 8 | 1 | 0.03% | 0.28% | 0.88% | Q1 2017 | Q3 2023 | 11 |
Joseph P. Lucia & Associates, LLC | 4 | 2 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q2 2022 | 11 |
Pearl River Capital, LLC | 5 | 1 | 0.07% | 0.62% | 1.21% | Q1 2019 | Q1 2023 | 11 |
GRIMES & COMPANY, INC. | 7 | 2 | 0.01% | 0.37% | 0.86% | Q3 2020 | Q3 2023 | 11 |
Werlinich Asset Management, LLC | 11 | 11 | 3.02% | 3.78% | 4.66% | Q1 2021 | Q3 2023 | 11 |
Maytus Capital Management, LLC | 4 | 1 | 0.61% | 1.71% | 3.26% | Q4 2018 | Q3 2023 | 11 |
ADVISORY RESEARCH INC | 4 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 11 |
WESPAC Advisors SoCal, LLC | 6 | 2 | 0.00% | 0.18% | 0.42% | Q4 2017 | Q2 2022 | 11 |
First Heartland Consultants, Inc. | 10 | 1 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Destination Wealth Management | 7 | 2 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Geller Advisors LLC | 7 | 3 | 0.05% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 10 |
PITTENGER & ANDERSON INC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.10% | 0.24% | 0.41% | Q1 2017 | Q2 2023 | 10 |
STEEL GROVE CAPITAL ADVISORS, LLC | 10 | 10 | 0.37% | 0.55% | 1.02% | Q3 2016 | Q4 2018 | 10 |
Venture Visionary Partners LLC | 9 | 1 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 10 |
AIA Group Ltd | 10 | 10 | 0.02% | 0.07% | 0.24% | Q4 2020 | Q1 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
TRUST CO OF TOLEDO NA /OH/ | 10 | 10 | 0.09% | 0.53% | 0.82% | Q3 2021 | Q4 2023 | 10 |
Hudson Value Partners, LLC | 10 | 10 | 0.68% | 0.85% | 1.20% | Q2 2021 | Q3 2023 | 10 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.03% | 0.28% | 0.62% | Q4 2022 | Q3 2023 | 10 |
PATTON FUND MANAGEMENT, INC. | 8 | 1 | 0.53% | 0.95% | 1.31% | Q2 2019 | Q2 2023 | 10 |
Providence Capital Advisors, LLC | 10 | 10 | 0.14% | 0.80% | 1.60% | Q2 2021 | Q3 2023 | 10 |
SHIKIAR ASSET MANAGEMENT INC | 7 | 3 | 1.41% | 2.86% | 3.82% | Q1 2021 | Q3 2023 | 10 |
NorthRock Partners, LLC | 10 | 10 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Optimus Prime Fund Management Co., Ltd. | 8 | 1 | 0.10% | 3.52% | 6.78% | Q1 2020 | Q1 2023 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 0.03% | 0.15% | 0.32% | Q2 2021 | Q3 2023 | 10 |
PEAPACK GLADSTONE FINANCIAL CORP | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Investors Research Corp | 10 | 10 | 0.00% | 0.12% | 0.24% | Q2 2021 | Q3 2023 | 10 |
MEANS INVESTMENT CO., INC. | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 10 |
Avidian Wealth Solutions, LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.03% | 0.05% | 0.09% | Q3 2020 | Q4 2022 | 10 |
KMG FIDUCIARY PARTNERS, LLC | 10 | 10 | 0.06% | 0.61% | 0.99% | Q2 2021 | Q3 2023 | 10 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 10 | 10 | 0.03% | 0.06% | 0.12% | Q3 2017 | Q4 2019 | 10 |
HBC Financial Services, PLLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 10 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.00% | 0.10% | 0.33% | Q1 2015 | Q3 2023 | 10 |
Roundview Capital LLC | 7 | 3 | 0.04% | 0.09% | 0.18% | Q3 2020 | Q3 2023 | 10 |
BOENNING & SCATTERGOOD, INC. | 10 | 10 | 0.06% | 0.12% | 0.22% | Q3 2020 | Q4 2022 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.02% | 0.07% | 0.19% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.10% | 0.14% | 0.22% | Q1 2021 | Q3 2023 | 10 |
BELLEVUE ASSET MANAGEMENT, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
Cornerstone Wealth Management, LLC | 6 | 1 | 0.00% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 10 |
Visium Asset Management, LP | 6 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2015 | 10 |
GoalVest Advisory LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2023 | 10 |
Highlander Capital Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CHILDRESS CAPITAL ADVISORS, LLC | 9 | 1 | 0.10% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 10 |
Patten Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2017 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
AFT, FORSYTH & COMPANY, INC. | 10 | 10 | 0.20% | 0.28% | 0.44% | Q4 2020 | Q1 2023 | 10 |
Clark Capital Management Group, Inc. | 8 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 10 |
Assured Investment Management LLC | 3 | 1 | 0.00% | 0.21% | 1.07% | Q3 2014 | Q1 2019 | 10 |
NAVELLIER & ASSOCIATES INC | 5 | 5 | 0.05% | 0.41% | 1.60% | Q1 2020 | Q3 2022 | 10 |
Laidlaw Wealth Management LLC | 8 | 1 | 0.06% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 10 |
HHM Wealth Advisors, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Winslow, Evans & Crocker, Inc. | 10 | 10 | 0.00% | 0.10% | 0.26% | Q3 2018 | Q4 2020 | 10 |
Bank Pictet & Cie (Europe) AG | 10 | 10 | 0.05% | 0.37% | 0.63% | Q2 2021 | Q3 2023 | 10 |
Oak Harvest Investment Services | 10 | 10 | 0.18% | 0.76% | 1.18% | Q2 2021 | Q3 2023 | 10 |
Adero Partners, LLC | 8 | 2 | 0.05% | 0.17% | 0.56% | Q1 2020 | Q3 2023 | 10 |
Aptus Capital Advisors, LLC | 8 | 1 | 0.01% | 0.11% | 0.59% | Q4 2020 | Q3 2023 | 10 |
Trivest Advisors Ltd | 10 | 10 | 0.04% | 7.96% | 18.32% | Q2 2021 | Q3 2023 | 10 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 9 | 1 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 10 |
Clearview Wealth Advisors LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q2 2023 | 10 |
CITY HOLDING CO | 10 | 10 | 0.20% | 0.44% | 0.76% | Q2 2021 | Q3 2023 | 10 |
Oxbow Advisors, LLC | 8 | 2 | 0.03% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 10 |
CAPITAL INTERNATIONAL LTD /CA/ | 10 | 10 | 0.12% | 0.51% | 0.84% | Q3 2019 | Q4 2021 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
WESPAC Advisors, LLC | 9 | 1 | 0.25% | 0.53% | 1.04% | Q2 2019 | Q2 2022 | 10 |
Stokes Family Office, LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
TD Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
MONETARY MANAGEMENT GROUP INC | 10 | 10 | 0.05% | 0.34% | 0.52% | Q2 2021 | Q3 2023 | 10 |
EVERGREEN CAPITAL MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
DAVIDSON & GARRARD INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 10 |
Wunderlich Capital Managemnt | 10 | 10 | 0.43% | 0.83% | 1.22% | Q2 2021 | Q3 2023 | 10 |
Joel Isaacson & Co., LLC | 7 | 3 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 10 |
Quadrature Capital Ltd | 4 | 1 | 0.01% | 0.84% | 3.58% | Q1 2017 | Q3 2023 | 10 |
Invst, LLC | 4 | 1 | 0.00% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Opus Capital Group, LLC | 7 | 3 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 10 |
ABNER HERRMAN & BROCK LLC | 8 | 2 | 1.53% | 2.37% | 3.19% | Q2 2020 | Q3 2023 | 10 |
WP Advisors, LLC | 10 | 10 | 0.18% | 0.24% | 0.33% | Q2 2021 | Q3 2023 | 10 |
COHEN & STEERS, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 0.02% | 0.10% | 0.37% | Q4 2020 | Q3 2023 | 10 |
BRYN MAWR TRUST Co | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
TCG Advisory Services, LLC | 6 | 3 | 0.05% | 0.11% | 0.36% | Q4 2020 | Q3 2023 | 10 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
WealthPLAN Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2023 | 10 |
Amundi | 10 | 10 | 0.19% | 0.52% | 1.14% | Q2 2021 | Q3 2023 | 10 |
WADDELL & REED FINANCIAL INC | 5 | 1 | 0.02% | 0.21% | 0.37% | Q1 2014 | Q3 2020 | 10 |
Kercheville Advisors, LLC | 7 | 3 | 0.13% | 0.17% | 0.31% | Q4 2020 | Q3 2023 | 10 |
DUALITY ADVISERS, LP | 5 | 1 | 0.03% | 0.37% | 0.68% | Q3 2019 | Q2 2023 | 10 |
Pallas Capital Advisors LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Cordasco Financial Network | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.07% | 0.27% | 0.67% | Q4 2022 | Q3 2023 | 10 |
AXS Investments LLC | 8 | 2 | 0.12% | 0.37% | 0.68% | Q1 2021 | Q3 2023 | 10 |
CPWM, LLC | 9 | 1 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q3 2022 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2023 | 10 |
BRAVE ASSET MANAGEMENT INC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q1 2016 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.20% | 0.32% | 0.50% | Q1 2021 | Q3 2023 | 10 |
GQG Partners LLC | 6 | 4 | 0.00% | 1.43% | 3.35% | Q3 2019 | Q2 2023 | 10 |
Capital International, Inc./CA/ | 10 | 10 | 0.01% | 0.10% | 0.14% | Q3 2019 | Q4 2021 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.10% | 1.19% | 2.88% | Q1 2021 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
FIRST NATIONAL TRUST CO | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 10 |
Argent Trust Co | 10 | 10 | 0.02% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Bell Rock Capital LLC | 7 | 1 | 0.01% | 0.17% | 0.56% | Q2 2018 | Q3 2022 | 10 |
AlphaStar Capital Management, LLC | 9 | 1 | 0.03% | 0.20% | 0.76% | Q4 2020 | Q3 2023 | 10 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.55% | 5.11% | Q1 2018 | Q3 2023 | 10 |
BENDER ROBERT & ASSOCIATES | 10 | 10 | 0.28% | 0.89% | 2.21% | Q2 2021 | Q3 2023 | 10 |
Stanley-Laman Group, Ltd. | 7 | 1 | 0.03% | 0.89% | 2.12% | Q2 2020 | Q2 2023 | 10 |
Harfst & Associates, Inc. | 10 | 10 | 0.08% | 0.36% | 0.67% | Q2 2021 | Q3 2023 | 10 |
IMS Capital Management | 9 | 1 | 0.16% | 0.47% | 0.67% | Q4 2017 | Q3 2023 | 10 |
Cedar Wealth Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
COMERICA SECURITIES,INC. | 9 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 10 |
PFG Advisors | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
COLUMBUS CIRCLE INVESTORS | 9 | 1 | 0.12% | 0.46% | 0.69% | Q3 2017 | Q3 2020 | 10 |
MCF Advisors LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Graypoint LLC | 10 | 10 | 0.03% | 0.06% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Visionary Wealth Advisors | 8 | 2 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 10 |
JUNCTURE WEALTH STRATEGIES, LLC | 5 | 2 | 0.14% | 0.34% | 0.60% | Q3 2020 | Q4 2023 | 10 |
L & S Advisors Inc | 6 | 1 | 0.30% | 0.58% | 1.15% | Q1 2017 | Q3 2023 | 10 |
NINE MASTS CAPITAL Ltd | 6 | 6 | 0.00% | 0.19% | 0.86% | Q4 2017 | Q1 2019 | 10 |
Farmers & Merchants Trust Co of Long Beach | 10 | 10 | 0.07% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
SCOUT INVESTMENTS, INC. | 7 | 2 | 0.38% | 0.60% | 1.08% | Q2 2018 | Q4 2020 | 9 |
FIRST MERCANTILE TRUST CO | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2021 | 9 |
Red Wave Investments LLC | 5 | 1 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 9 |
DELTEC ASSET MANAGEMENT LLC | 5 | 1 | 0.04% | 0.39% | 0.85% | Q2 2020 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 1.52% | 4.75% | 7.34% | Q4 2019 | Q3 2023 | 9 |
Graticule Asia Macro Advisors LLC | 3 | 2 | 0.04% | 0.97% | 3.48% | Q2 2018 | Q2 2021 | 9 |
Dorsey Wright & Associates | 6 | 1 | 0.56% | 1.12% | 1.92% | Q4 2016 | Q4 2020 | 9 |
Elite Wealth Management, Inc. | 7 | 2 | 0.01% | 0.18% | 0.58% | Q2 2014 | Q3 2023 | 9 |
Essex LLC | 9 | 9 | 0.56% | 1.04% | 1.64% | Q3 2021 | Q3 2023 | 9 |
Kovitz Investment Group Partners, LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 9 |
Mandatum Life Insurance Co Ltd | 3 | 1 | 0.00% | 0.08% | 0.22% | Q4 2017 | Q3 2023 | 9 |
Accurate Wealth Management, LLC | 5 | 4 | 0.11% | 0.44% | 0.93% | Q2 2021 | Q3 2023 | 9 |
FORT PITT CAPITAL GROUP, LLC | 9 | 9 | 0.02% | 2.76% | 4.18% | Q3 2021 | Q3 2023 | 9 |
MBA Advisors LLC | 6 | 3 | 0.19% | 0.23% | 0.30% | Q1 2021 | Q3 2023 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.07% | 0.42% | 0.94% | Q3 2021 | Q3 2023 | 9 |
JOHNSON INVESTMENT COUNSEL INC | 9 | 9 | 0.01% | 0.02% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Antonetti Capital Management LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2010 | Q3 2023 | 9 |
FORVIS Wealth Advisors, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
Linscomb & Williams, Inc. | 5 | 1 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 9 |
Acropolis Investment Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
HARBOR CAPITAL ADVISORS, INC. | 9 | 9 | 0.64% | 0.89% | 1.17% | Q4 2021 | Q4 2023 | 9 |
Capital International Sarl | 9 | 9 | 0.03% | 0.10% | 0.27% | Q4 2019 | Q4 2021 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.12% | 0.29% | 0.43% | Q1 2021 | Q1 2023 | 9 |
Ayalon Insurance Comp Ltd. | 9 | 9 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q1 2022 | 9 |
Alaethes Wealth LLC | 9 | 9 | 0.62% | 0.79% | 0.98% | Q3 2021 | Q3 2023 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Hennion & Walsh Asset Management, Inc. | 9 | 9 | 0.02% | 0.13% | 0.22% | Q1 2021 | Q1 2023 | 9 |
Advisors Capital Management, LLC | 8 | 1 | 0.01% | 0.07% | 0.17% | Q4 2020 | Q2 2023 | 9 |
Domani Wealth, LLC | 9 | 9 | 0.07% | 0.10% | 0.12% | Q1 2020 | Q1 2022 | 9 |
Pinpoint Asset Management Ltd | 4 | 2 | 0.45% | 1.55% | 3.57% | Q4 2019 | Q2 2023 | 9 |
Cognios Capital, LLC | 9 | 9 | 0.23% | 0.87% | 1.73% | Q1 2018 | Q1 2020 | 9 |
COWEN AND COMPANY, LLC | 2 | 1 | 0.00% | 0.37% | 2.49% | Q3 2019 | Q3 2022 | 9 |
DONALDSON CAPITAL MANAGEMENT, LLC | 6 | 3 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Atlas Private Wealth Advisors | 6 | 1 | 0.04% | 0.11% | 0.24% | Q2 2020 | Q3 2023 | 9 |
Private Portfolio Partners LLC | 8 | 1 | 0.05% | 0.14% | 0.21% | Q2 2020 | Q3 2023 | 9 |
Cowen Prime Services LLC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2021 | 9 |
Alpha Paradigm Partners, LLC | 9 | 9 | 0.09% | 0.23% | 0.47% | Q4 2020 | Q4 2022 | 9 |
OLD NATIONAL BANCORP /IN/ | 7 | 2 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 9 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 9 |
RMR Wealth Builders | 6 | 1 | 0.01% | 0.09% | 0.15% | Q4 2019 | Q2 2022 | 9 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 9 | 9 | 0.08% | 0.21% | 0.40% | Q2 2021 | Q2 2023 | 9 |
COLONY GROUP LLC | 8 | 1 | 0.00% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 9 |
IFG Advisory, LLC | 8 | 1 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Quotient Investors, LLC | 7 | 1 | 0.02% | 0.47% | 1.54% | Q2 2013 | Q3 2016 | 9 |
Blueshift Asset Management, LLC | 3 | 1 | 0.05% | 0.18% | 0.44% | Q1 2019 | Q3 2022 | 9 |
RAYMOND JAMES TRUST N.A. | 8 | 1 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 9 |
Claraphi Advisory Network, LLC | 6 | 1 | 0.10% | 0.26% | 0.39% | Q1 2020 | Q4 2022 | 9 |
Smith Anglin Financial, LLC | 6 | 3 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 9 |
Cohen Klingenstein LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Jasper Ridge Partners, L.P. | 9 | 9 | 0.38% | 0.49% | 0.58% | Q3 2020 | Q3 2022 | 9 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 9 | 9 | 0.06% | 0.17% | 0.32% | Q3 2021 | Q3 2023 | 9 |
MJP ASSOCIATES INC /ADV | 5 | 4 | 0.06% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 9 |
Miracle Mile Advisors, LLC | 8 | 1 | 0.01% | 0.07% | 0.12% | Q3 2019 | Q3 2023 | 9 |
VSR Financial Services, Inc. | 9 | 9 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q1 2016 | 9 |
Apollo Management Holdings, L.P. | 6 | 3 | 0.00% | 0.40% | 0.91% | Q1 2014 | Q4 2016 | 9 |
J. W. Coons Advisors, LLC | 7 | 2 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 9 |
Fiera Capital Corp | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2020 | 9 |
CTC LLC | 7 | 2 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 9 |
MARINER INVESTMENT GROUP LLC | 9 | 9 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q4 2017 | 9 |
ELLINGTON MANAGEMENT GROUP LLC | 5 | 1 | 0.01% | 0.16% | 0.50% | Q4 2016 | Q1 2020 | 9 |
RUSSELL FRANK CO/ | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 9 |
Summit Financial, LLC | 9 | 9 | 0.04% | 0.09% | 0.19% | Q3 2021 | Q3 2023 | 9 |
BREITER CAPITAL MANAGEMENT INC | 9 | 9 | 1.75% | 2.59% | 3.74% | Q1 2020 | Q1 2022 | 9 |
Capital Markets Trading UK LLP | 2 | 1 | 0.01% | 0.05% | 0.16% | Q4 2017 | Q3 2023 | 9 |
PFS INVESTMENTS INC. | 9 | 9 | 0.01% | 0.04% | 0.09% | Q2 2021 | Q2 2023 | 9 |
WEST PACES ADVISORS INC. | 8 | 1 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 9 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 2 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 9 |
Audent Global Asset Management, LLC | 8 | 8 | 0.57% | 3.08% | 5.15% | Q4 2021 | Q3 2023 | 9 |
KCM INVESTMENT ADVISORS LLC | 9 | 9 | 0.01% | 0.18% | 0.35% | Q3 2021 | Q3 2023 | 9 |
Rock Creek Group, LP | 6 | 1 | 0.00% | 0.02% | 0.15% | Q4 2019 | Q3 2023 | 9 |
Ithaka Group | 9 | 9 | 0.58% | 1.79% | 2.36% | Q3 2021 | Q3 2023 | 9 |
TIAA, FSB | 9 | 9 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q2 2023 | 9 |
PINNACLE FINANCIAL PARTNERS INC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 9 |
Stamos Capital Partners, L.P. | 7 | 1 | 0.18% | 0.47% | 0.78% | Q1 2020 | Q3 2023 | 9 |
Essex Savings Bank | 3 | 1 | 0.06% | 0.09% | 0.13% | Q1 2019 | Q3 2023 | 9 |
FAYEZ SAROFIM & CO | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Danda Trouve Investment Management, Inc. | 9 | 9 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 9 |
Westover Capital Advisors, LLC | 9 | 9 | 0.21% | 0.30% | 0.44% | Q3 2020 | Q3 2022 | 9 |
Dana Investment Advisors, Inc. | 9 | 9 | 0.11% | 0.44% | 1.08% | Q3 2021 | Q3 2023 | 9 |
FINANCIAL COUNSELORS INC | 9 | 9 | 0.01% | 0.01% | 0.06% | Q3 2021 | Q3 2023 | 9 |
MAVERICK CAPITAL LTD | 5 | 2 | 0.01% | 0.08% | 0.22% | Q3 2019 | Q3 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.19% | 0.40% | 0.62% | Q4 2019 | Q4 2021 | 9 |
BAILARD, INC. | 8 | 1 | 0.01% | 0.20% | 0.54% | Q3 2020 | Q3 2023 | 9 |
Ascendant Capital Management, LLC | 5 | 4 | 1.27% | 1.78% | 2.65% | Q4 2020 | Q1 2023 | 9 |
BANK PICTET & CIE (ASIA) LTD | 9 | 9 | 0.08% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Private Wealth Advisors, LLC | 7 | 7 | 0.07% | 0.64% | 0.94% | Q3 2021 | Q1 2023 | 9 |
Kayak Investment Partners LLC | 7 | 2 | 0.77% | 3.11% | 6.32% | Q2 2019 | Q1 2022 | 9 |
IndexIQ Advisors LLC | 8 | 1 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q1 2022 | 9 |
SouthState Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Boston Common Asset Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 9 |
B. Riley Wealth Management, Inc. | 8 | 1 | 0.02% | 0.13% | 0.22% | Q1 2020 | Q2 2022 | 9 |
GUARDIAN CAPITAL ADVISORS LP | 8 | 1 | 0.04% | 0.15% | 0.23% | Q3 2020 | Q4 2022 | 9 |
Omnia Family Wealth, LLC | 9 | 9 | 0.36% | 1.35% | 4.84% | Q3 2021 | Q3 2023 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.35% | 0.57% | 0.81% | Q4 2020 | Q4 2022 | 9 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 2 | 0.07% | 0.11% | 0.15% | Q4 2019 | Q2 2022 | 9 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 8 | 1 | 0.25% | 0.88% | 1.95% | Q4 2019 | Q4 2022 | 9 |
Crake Asset Management LLP | 9 | 9 | 0.67% | 9.03% | 22.37% | Q3 2021 | Q3 2023 | 9 |
Hanson & Doremus Investment Management | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Manchester Capital Management LLC | 4 | 2 | 0.00% | 0.04% | 0.13% | Q2 2014 | Q1 2022 | 9 |
Vantage Financial Partners Ltd., Inc. | 5 | 4 | 0.12% | 0.19% | 0.25% | Q2 2021 | Q3 2023 | 9 |
Aviance Capital Partners, LLC | 5 | 1 | 0.32% | 1.13% | 2.34% | Q2 2019 | Q3 2023 | 9 |
Bowie Capital Management, LLC | 6 | 6 | 0.58% | 1.37% | 2.38% | Q2 2022 | Q3 2023 | 9 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 7 | 2 | 0.05% | 0.28% | 0.50% | Q3 2017 | Q3 2023 | 9 |
CIM INVESTMENT MANAGEMENT INC | 9 | 9 | 0.18% | 0.33% | 0.50% | Q3 2021 | Q3 2023 | 9 |
NOVARE CAPITAL MANAGEMENT LLC | 5 | 4 | 0.03% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 9 |
Orbitronix, LP | 4 | 1 | 0.06% | 0.32% | 0.46% | Q4 2013 | Q3 2015 | 9 |
Addison Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Bay Harbor Wealth Management, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 9 |
MARATHON CAPITAL MANAGEMENT | 6 | 3 | 0.09% | 0.16% | 0.26% | Q2 2021 | Q3 2023 | 9 |
Financial Avengers, Inc. | 7 | 2 | 0.00% | 0.21% | 0.34% | Q4 2020 | Q3 2023 | 9 |
GoalFusion Wealth Management, LLC | 9 | 9 | 0.20% | 0.26% | 0.39% | Q4 2021 | Q4 2023 | 9 |
Almanack Investment Partners, LLC. | 9 | 9 | 0.07% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
REGENTATLANTIC CAPITAL LLC | 9 | 9 | 0.04% | 0.12% | 0.20% | Q3 2020 | Q3 2022 | 9 |
Probity Advisors, Inc. | 7 | 2 | 0.06% | 0.11% | 0.17% | Q2 2021 | Q3 2023 | 9 |
Sanoor Capital Management LP | 9 | 9 | 3.00% | 9.91% | 15.66% | Q4 2016 | Q4 2018 | 9 |
Thomas J. Herzfeld Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Hemenway Trust Co LLC | 8 | 8 | 0.02% | 2.33% | 3.15% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.39% | 0.64% | 0.97% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 1.63% | 2.14% | Q4 2021 | Q3 2023 | 8 |
Eisler Capital (US) LLC | 3 | 3 | 0.09% | 0.28% | 0.62% | Q1 2023 | Q3 2023 | 8 |
Column Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Baltimore-Washington Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.27% | 0.41% | Q4 2013 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.09% | 0.17% | 0.24% | Q1 2022 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.20% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.15% | 0.31% | 0.61% | Q4 2021 | Q3 2023 | 8 |
PDT Partners, LLC | 4 | 1 | 0.02% | 0.84% | 3.08% | Q2 2016 | Q4 2021 | 8 |
Evercore Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Mason & Associates Inc | 8 | 8 | 0.10% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
BANK OF THE WEST | 8 | 8 | 0.21% | 0.33% | 0.42% | Q1 2021 | Q4 2022 | 8 |
Ascent Group, LLC | 8 | 8 | 0.10% | 0.20% | 0.49% | Q4 2021 | Q3 2023 | 8 |
New Jersey Better Educational Savings Trust | 8 | 8 | 0.16% | 0.32% | 0.44% | Q3 2016 | Q2 2018 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.21% | 0.31% | 0.46% | Q4 2021 | Q3 2023 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2019 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.03% | 0.18% | 0.35% | Q4 2019 | Q3 2023 | 8 |
BRR OpCo, LLC | 8 | 8 | 0.14% | 0.23% | 0.35% | Q4 2020 | Q3 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
M Holdings Securities, Inc. | 5 | 1 | 0.03% | 0.05% | 0.12% | Q3 2018 | Q1 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Cladis Investment Advisory, LLC | 8 | 8 | 0.49% | 0.68% | 0.86% | Q4 2021 | Q3 2023 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.24% | 0.31% | 0.42% | Q4 2021 | Q3 2023 | 8 |
MORGENS WATERFALL VINTIADIS & CO INC | 3 | 1 | 0.44% | 2.07% | 3.12% | Q3 2016 | Q2 2023 | 8 |
Alberta Investment Management Corp | 4 | 1 | 0.01% | 0.06% | 0.14% | Q2 2020 | Q3 2023 | 8 |
Blue Fin Capital, Inc. | 8 | 8 | 0.15% | 0.23% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Carroll Investors, Inc | 8 | 8 | 0.02% | 2.63% | 5.16% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.16% | 0.74% | 1.12% | Q4 2021 | Q3 2023 | 8 |
LGT Fund Management Co Ltd. | 8 | 8 | 0.10% | 0.43% | 0.88% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.20% | 0.37% | 0.49% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
KRS Capital Management, LLC | 8 | 8 | 3.35% | 4.03% | 4.49% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.30% | 0.40% | 0.50% | Q4 2021 | Q3 2023 | 8 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.01% | 0.12% | 0.45% | Q1 2015 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.13% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Fort Point Capital Partners LLC | 7 | 1 | 0.03% | 0.10% | 0.30% | Q4 2015 | Q1 2019 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 0.74% | 1.13% | 1.68% | Q4 2021 | Q3 2023 | 8 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 8 | 8 | 0.02% | 1.25% | 1.64% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.04% | 0.09% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.34% | 0.45% | 0.53% | Q4 2021 | Q3 2023 | 8 |
PRIMORIS WEALTH ADVISORS, LLC | 8 | 8 | 0.28% | 2.09% | 6.27% | Q4 2021 | Q3 2023 | 8 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.00% | 0.63% | 1.74% | Q4 2021 | Q2 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
BRADLEY FOSTER & SARGENT INC/CT | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
GeoWealth Management, LLC | 8 | 8 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 8 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.26% | 0.35% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.25% | 0.36% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Investors Capital Advisory Services | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2015 | 8 |
MILLER WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Verity Asset Management, Inc. | 5 | 1 | 0.14% | 0.70% | 1.35% | Q2 2021 | Q3 2023 | 8 |
STOCK YARDS BANK & TRUST CO | 8 | 8 | 0.01% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
BLODGETT WEALTH ADVISORS, LLC | 8 | 8 | 0.47% | 0.63% | 0.90% | Q4 2021 | Q3 2023 | 8 |
GM Advisory Group, LLC | 5 | 3 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 1.35% | 1.91% | 2.56% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Vigilant Capital Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2022 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.17% | 0.31% | 0.50% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.29% | 0.48% | 0.92% | Q4 2021 | Q3 2023 | 8 |
China Universal Asset Management Co., Ltd. | 8 | 8 | 0.42% | 1.09% | 2.00% | Q4 2021 | Q3 2023 | 8 |
GHP Investment Advisors, Inc. | 7 | 1 | 0.02% | 0.08% | 0.14% | Q3 2020 | Q3 2023 | 8 |
FIRST QUADRANT LLC/CA | 4 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2020 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 1.15% | 1.52% | 2.02% | Q4 2021 | Q3 2023 | 8 |
White Knight Strategic Wealth Advisors, LLC | 8 | 8 | 0.30% | 0.38% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.08% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 0.34% | 0.42% | 0.50% | Q4 2021 | Q3 2023 | 8 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 3 | 1 | 0.26% | 1.44% | 2.62% | Q3 2016 | Q2 2021 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.05% | 0.11% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Arlington Partners LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q2 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.03% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.35% | 0.75% | 1.33% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Keel Point, LLC | 5 | 3 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 8 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.30% | 1.19% | 3.19% | Q2 2017 | Q2 2020 | 8 |
DMC Group, LLC | 8 | 8 | 0.77% | 1.01% | 1.21% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.18% | 0.42% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.12% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
JAMES INVESTMENT RESEARCH INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Activest Wealth Management | 6 | 1 | 0.00% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.09% | 0.29% | 0.55% | Q3 2021 | Q2 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.21% | 0.32% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Fulcrum Asset Management LLP | 8 | 8 | 0.33% | 0.52% | 1.26% | Q2 2020 | Q1 2022 | 8 |
Level Financial Advisors | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.26% | 1.41% | 3.07% | Q4 2021 | Q3 2023 | 8 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.07% | 0.16% | Q4 2020 | Q3 2022 | 8 |
RFG Advisory, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Estabrook Capital Management | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
AMICA MUTUAL INSURANCE CO | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
NFJ INVESTMENT GROUP, LLC | 8 | 8 | 0.19% | 0.29% | 0.44% | Q2 2021 | Q1 2023 | 8 |
AMICA PENSION FUND BOARD OF TRUSTEES | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
LCM Capital Management Inc | 8 | 8 | 0.18% | 0.33% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Westwood Wealth Management | 7 | 7 | 0.21% | 0.32% | 0.40% | Q1 2022 | Q3 2023 | 8 |
D'Orazio & Associates, Inc. | 6 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q2 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.20% | 0.27% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.16% | 0.31% | 0.45% | Q4 2019 | Q3 2021 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.21% | 0.65% | 1.27% | Q4 2021 | Q3 2023 | 8 |
Scott & Selber, Inc. | 5 | 3 | 0.42% | 0.64% | 0.88% | Q2 2020 | Q3 2023 | 8 |
Everhart Financial Group, Inc. | 8 | 8 | 0.10% | 0.26% | 0.38% | Q4 2021 | Q3 2023 | 8 |
FengHe Fund Management Pte. Ltd. | 5 | 1 | 1.43% | 7.60% | 19.04% | Q4 2020 | Q3 2023 | 8 |
Alambic Investment Management, L.P. | 8 | 8 | 0.02% | 0.15% | 0.34% | Q4 2015 | Q3 2017 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.13% | 0.28% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Sugarloaf Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 8 |
GLG Partners LP | 7 | 7 | 0.02% | 0.24% | 0.74% | Q2 2016 | Q4 2017 | 8 |
Kalos Management, Inc. | 7 | 1 | 0.03% | 0.97% | 1.35% | Q2 2020 | Q1 2023 | 8 |
FULTON BANK, N.A. | 8 | 8 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q4 2023 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.10% | 0.20% | Q2 2018 | Q1 2020 | 8 |
Cribstone Capital Management, LLC | 5 | 3 | 0.00% | 0.05% | 0.27% | Q3 2018 | Q4 2022 | 8 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q2 2023 | 8 |
AMJ Financial Wealth Management | 8 | 8 | 1.80% | 2.47% | 2.82% | Q2 2020 | Q1 2022 | 8 |
ONTARIO TEACHERS PENSION PLAN BOARD | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 8 |
Key FInancial Inc | 8 | 8 | 0.07% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Honeycomb Asset Management LP | 4 | 1 | 0.96% | 2.48% | 4.86% | Q3 2017 | Q3 2023 | 8 |
Enlightenment Research, LLC | 3 | 1 | 0.45% | 3.75% | 11.71% | Q1 2019 | Q1 2022 | 8 |
COLLECTIVE FAMILY OFFICE LLC | 6 | 2 | 0.08% | 0.17% | 0.25% | Q4 2020 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q4 2022 | 8 |
TTP Investments, Inc. | 7 | 7 | 0.20% | 0.41% | 0.74% | Q4 2021 | Q2 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7 | 1 | 0.00% | 0.05% | 0.15% | Q3 2020 | Q3 2023 | 8 |
L2 Asset Management, LLC | 8 | 8 | 0.14% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Main Street Financial Solutions, LLC | 3 | 2 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 8 |
JT Stratford LLC | 5 | 3 | 0.06% | 0.15% | 0.28% | Q1 2021 | Q3 2023 | 8 |
ELCO Management Co., LLC | 3 | 1 | 0.00% | 0.13% | 0.28% | Q2 2017 | Q4 2019 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Investment Research & Advisory Group, Inc. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Fortis Capital Management LLC | 5 | 1 | 0.40% | 0.80% | 1.80% | Q1 2021 | Q3 2023 | 8 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 8 |
CLINTON GROUP INC | 5 | 1 | 0.02% | 0.12% | 0.43% | Q2 2014 | Q3 2017 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.05% | 0.10% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Pacific Center for Financial Services | 5 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 0.82% | 1.22% | 1.49% | Q1 2021 | Q3 2023 | 8 |
Stratos Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Once Capital Management, LLC | 8 | 8 | 7.95% | 9.24% | 10.72% | Q4 2021 | Q3 2023 | 8 |
Advisory Resource Group | 8 | 8 | 0.12% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Csenge Advisory Group | 3 | 1 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 8 |
StoneX Group Inc. | 5 | 1 | 0.07% | 0.11% | 0.20% | Q3 2018 | Q3 2022 | 8 |
Jump Financial, LLC | 5 | 1 | 0.01% | 0.12% | 0.32% | Q1 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CHIRON CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.04% | 0.21% | 0.31% | Q3 2020 | Q2 2023 | 8 |
HARVARD MANAGEMENT CO INC | 8 | 8 | 0.60% | 1.14% | 1.94% | Q4 2021 | Q3 2023 | 8 |
Wagner Wealth Management, LLC | 3 | 2 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2022 | 8 |
ALERUS FINANCIAL NA | 8 | 8 | 0.03% | 0.14% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Gryphon Financial Partners LLC | 3 | 2 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 8 |
State of Wyoming | 5 | 3 | 0.01% | 0.06% | 0.11% | Q2 2021 | Q3 2023 | 8 |
BNC WEALTH MANAGEMENT, LLC | 3 | 2 | 0.16% | 1.13% | 2.19% | Q3 2020 | Q3 2023 | 8 |
Advisor Resource Council | 8 | 8 | 0.21% | 0.74% | 1.76% | Q2 2021 | Q1 2023 | 8 |
TRH Financial, LLC | 8 | 8 | 0.11% | 0.88% | 1.76% | Q3 2020 | Q2 2022 | 8 |
COMPTON CAPITAL MANAGEMENT INC /RI | 8 | 8 | 0.15% | 0.22% | 0.28% | Q1 2021 | Q4 2022 | 8 |
Mine & Arao Wealth Creation & Management, LLC. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
EVERMAY WEALTH MANAGEMENT LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Disciplined Investments, LLC | 6 | 2 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q2 2023 | 8 |
OAK RIDGE INVESTMENTS LLC | 8 | 8 | 0.41% | 0.55% | 0.64% | Q4 2021 | Q3 2023 | 8 |
All Terrain Financial Advisors, LLC | 7 | 1 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.05% | 0.51% | 1.29% | Q4 2021 | Q3 2023 | 8 |
Americana Partners, LLC | 4 | 1 | 0.00% | 0.16% | 0.40% | Q2 2020 | Q3 2023 | 8 |
Wealth Alliance | 4 | 1 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 8 |
ALBION FINANCIAL GROUP /UT | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Relyea Zuckerberg Hanson LLC | 3 | 2 | 0.07% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 8 |
Rheos Capital Works Inc. | 4 | 4 | 0.28% | 0.94% | 1.35% | Q2 2021 | Q3 2023 | 8 |
Vestmark Advisory Solutions, Inc. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q2 2023 | 8 |
Altium Wealth Management LLC | 8 | 8 | 0.04% | 0.06% | 0.13% | Q3 2020 | Q2 2022 | 8 |
Arabesque Asset Management Ltd | 7 | 1 | 0.30% | 0.85% | 1.47% | Q4 2019 | Q4 2022 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.14% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.11% | 0.42% | 1.33% | Q4 2019 | Q2 2023 | 8 |
Davidson Capital Management Inc. | 8 | 8 | 0.00% | 0.06% | 0.49% | Q4 2021 | Q3 2023 | 8 |
PETERSON WEALTH MANAGEMENT | 4 | 2 | 0.00% | 0.48% | 0.87% | Q2 2021 | Q3 2023 | 8 |
Machina Capital S.A.S. | 4 | 1 | 0.04% | 1.18% | 3.13% | Q4 2018 | Q2 2023 | 8 |
Clear Creek Financial Management, LLC | 8 | 8 | 0.03% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Total Clarity Wealth Management, Inc. | 7 | 1 | 0.01% | 0.32% | 0.58% | Q4 2019 | Q3 2022 | 8 |
Texas Capital Bank Wealth Management Services Inc | 5 | 3 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 8 |
Parametrica Management Ltd | 5 | 1 | 0.21% | 1.36% | 2.31% | Q3 2014 | Q1 2023 | 8 |
Partnervest Advisory Services LLC | 5 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2020 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.00% | 0.17% | 0.69% | Q3 2018 | Q3 2023 | 8 |
MATHER GROUP, LLC. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Reliant Investment Management, LLC | 7 | 1 | 2.08% | 2.73% | 3.20% | Q3 2020 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.05% | 0.11% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Saba Capital Management, L.P. | 3 | 1 | 0.02% | 0.43% | 1.19% | Q2 2014 | Q3 2023 | 8 |
West Family Investments, Inc. | 5 | 2 | 0.09% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
FAIRFIELD, BUSH & CO. | 7 | 7 | 0.36% | 0.54% | 0.78% | Q1 2022 | Q3 2023 | 7 |
CNB Bank | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Palouse Capital Management, Inc. | 7 | 7 | 0.62% | 0.92% | 1.30% | Q1 2022 | Q3 2023 | 7 |
DUNCKER STREETT & CO INC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 7 |
GraniteShares Advisors LLC | 7 | 7 | 0.26% | 0.37% | 0.48% | Q4 2021 | Q2 2023 | 7 |
Clearstead Trust, LLC | 7 | 7 | 0.03% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Kidder Stephen W | 7 | 7 | 2.22% | 2.95% | 3.49% | Q1 2022 | Q3 2023 | 7 |
Notis-McConarty Edward | 7 | 7 | 1.28% | 1.68% | 2.04% | Q1 2022 | Q3 2023 | 7 |
Teamwork Financial Advisors, LLC | 7 | 7 | 0.31% | 0.81% | 1.36% | Q1 2022 | Q3 2023 | 7 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2021 | 7 |
Page Arthur B | 7 | 7 | 2.46% | 3.15% | 3.66% | Q1 2022 | Q3 2023 | 7 |
Dempze Nancy E | 7 | 7 | 1.91% | 2.46% | 2.93% | Q1 2022 | Q3 2023 | 7 |
LBMC INVESTMENT ADVISORS, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Melqart Asset Management (UK) Ltd | 3 | 2 | 1.47% | 2.80% | 7.12% | Q3 2021 | Q3 2023 | 7 |
Cornerstone Wealth Group, LLC | 6 | 1 | 0.23% | 0.54% | 0.96% | Q1 2021 | Q3 2023 | 7 |
CAPITAL COUNSEL LLC/NY | 7 | 7 | 0.34% | 0.42% | 0.52% | Q1 2022 | Q3 2023 | 7 |
ADVISORS MANAGEMENT GROUP INC /ADV | 7 | 7 | 0.36% | 0.89% | 1.29% | Q1 2022 | Q3 2023 | 7 |
NICHOLAS COMPANY, INC. | 7 | 7 | 0.60% | 0.75% | 0.92% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.10% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 7 |
AMERICAN NATIONAL INSURANCE CO | 7 | 7 | 0.20% | 0.26% | 0.36% | Q3 2020 | Q1 2022 | 7 |
Boltwood Capital Management | 4 | 3 | 0.12% | 0.15% | 0.23% | Q1 2022 | Q4 2023 | 7 |
New Millennium Group LLC | 6 | 1 | 0.36% | 0.96% | 2.27% | Q4 2021 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Freestone Capital Holdings, LLC | 4 | 1 | 0.00% | 0.03% | 0.13% | Q2 2014 | Q2 2022 | 7 |
HERON FINANCIAL GROUP, LLC | 7 | 7 | 0.12% | 0.16% | 0.22% | Q4 2021 | Q2 2023 | 7 |
Capasso Planning Partners LLC | 7 | 7 | 0.30% | 0.40% | 0.56% | Q1 2022 | Q3 2023 | 7 |
Maxi Investments CY Ltd | 7 | 7 | 0.99% | 1.23% | 1.70% | Q1 2022 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.16% | 0.21% | 0.26% | Q4 2019 | Q2 2021 | 7 |
Operose Advisors LLC | 7 | 7 | 0.02% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Finer Wealth Management, Inc. | 7 | 7 | 0.20% | 0.47% | 0.91% | Q1 2022 | Q3 2023 | 7 |
David J Yvars Group | 5 | 2 | 0.13% | 0.22% | 0.31% | Q4 2020 | Q3 2023 | 7 |
BAMCO INC /NY/ | 7 | 7 | 0.00% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.07% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Ifrah Financial Services, Inc. | 4 | 3 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 7 |
TELEMUS CAPITAL, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q1 2023 | 7 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q2 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q2 2021 | 7 |
Midwest Professional Planners, LTD. | 7 | 7 | 0.37% | 0.49% | 0.69% | Q1 2022 | Q3 2023 | 7 |
NZS Capital, LLC | 7 | 7 | 0.89% | 1.41% | 2.08% | Q1 2022 | Q3 2023 | 7 |
TIG Advisors, LLC | 5 | 2 | 0.02% | 0.54% | 2.84% | Q4 2020 | Q4 2022 | 7 |
Mirador Capital Partners LP | 5 | 2 | 0.08% | 0.19% | 0.62% | Q2 2017 | Q3 2023 | 7 |
Capital Advantage, Inc. | 7 | 7 | 0.41% | 0.55% | 0.71% | Q1 2022 | Q3 2023 | 7 |
Ballast, Inc. | 7 | 7 | 0.09% | 0.27% | 0.38% | Q1 2022 | Q3 2023 | 7 |
REGATTA CAPITAL GROUP, LLC | 7 | 7 | 0.55% | 0.80% | 1.22% | Q4 2021 | Q2 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q4 2022 | 7 |
Motley Fool Asset Management LLC | 7 | 7 | 0.26% | 0.33% | 0.38% | Q1 2022 | Q3 2023 | 7 |
VALICENTI ADVISORY SERVICES INC | 7 | 7 | 1.83% | 2.26% | 2.85% | Q1 2022 | Q3 2023 | 7 |
Verdence Capital Advisors LLC | 7 | 7 | 0.03% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Onyx Bridge Wealth Group LLC | 4 | 3 | 0.09% | 0.18% | 0.26% | Q2 2021 | Q3 2023 | 7 |
GAM Holding AG | 3 | 1 | 0.00% | 0.10% | 0.18% | Q1 2017 | Q3 2022 | 7 |
Concentrum Wealth Management | 7 | 7 | 0.18% | 0.94% | 2.23% | Q1 2022 | Q3 2023 | 7 |
SCHWARTZ INVESTMENT COUNSEL INC | 7 | 7 | 0.35% | 0.96% | 1.65% | Q1 2022 | Q3 2023 | 7 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.05% | 0.24% | 0.41% | Q1 2021 | Q3 2023 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
PUZO MICHAEL J | 7 | 7 | 2.04% | 2.62% | 3.10% | Q1 2022 | Q3 2023 | 7 |
Reynders McVeigh Capital Management, LLC | 7 | 7 | 0.46% | 0.59% | 0.77% | Q1 2022 | Q3 2023 | 7 |
Bridgewater Associates | 3 | 1 | 0.02% | 0.09% | 0.23% | Q4 2019 | Q3 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.04% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Oxinas Partners Wealth Management LLC | 7 | 7 | 0.16% | 0.34% | 0.60% | Q4 2020 | Q2 2022 | 7 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 4 | 3 | 0.48% | 0.56% | 0.71% | Q2 2020 | Q1 2023 | 7 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.11% | 0.21% | 0.28% | Q3 2021 | Q3 2023 | 7 |
CHURCHILL MANAGEMENT Corp | 3 | 1 | 0.24% | 0.32% | 0.43% | Q4 2020 | Q3 2023 | 7 |
American National Registered Investment Advisor, Inc. | 7 | 7 | 0.28% | 0.34% | 0.43% | Q3 2020 | Q1 2022 | 7 |
Ironwood Investment Counsel, LLC | 7 | 7 | 0.09% | 0.13% | 0.16% | Q1 2022 | Q3 2023 | 7 |
JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 7 | 7 | 0.48% | 1.18% | 2.19% | Q1 2022 | Q3 2023 | 7 |
Clarity Financial LLC | 2 | 1 | 0.22% | 0.78% | 1.39% | Q4 2020 | Q3 2023 | 7 |
IAT REINSURANCE CO LTD. | 7 | 7 | 0.55% | 1.08% | 1.52% | Q1 2022 | Q3 2023 | 7 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 7 | 7 | 2.94% | 3.80% | 4.50% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
FIRST FINANCIAL CORP /IN/ | 7 | 7 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Hitchwood Capital Management LP | 2 | 1 | 0.26% | 1.17% | 4.27% | Q3 2017 | Q1 2023 | 7 |
Cordant, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DT Investment Partners, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 7 |
KLINGENSTEIN FIELDS & CO LP | 7 | 7 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Capital CS Group, LLC | 3 | 1 | 0.03% | 0.56% | 1.10% | Q4 2020 | Q4 2022 | 7 |
Cardan Capital Partners, LLC | 6 | 1 | 0.03% | 0.06% | 0.08% | Q4 2019 | Q3 2021 | 7 |
NAPLES GLOBAL ADVISORS, LLC | 7 | 7 | 0.33% | 0.44% | 0.52% | Q1 2022 | Q3 2023 | 7 |
FNY Partners Fund LP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2018 | 7 |
South Dakota Investment Council | 7 | 7 | 0.04% | 0.28% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Alpine Global Management, LLC | 3 | 1 | 0.01% | 0.55% | 2.35% | Q4 2013 | Q2 2020 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 7 | 7 | 0.16% | 0.22% | 0.28% | Q1 2022 | Q3 2023 | 7 |
TRUST CO OF OKLAHOMA | 7 | 7 | 0.17% | 0.30% | 0.68% | Q1 2022 | Q3 2023 | 7 |
JUPITER ASSET MANAGEMENT LTD | 7 | 7 | 0.01% | 0.35% | 0.63% | Q3 2020 | Q1 2022 | 7 |
Dynamic Technology Lab Private Ltd | 6 | 1 | 0.06% | 0.22% | 0.35% | Q2 2019 | Q1 2021 | 7 |
Main Street Research LLC | 4 | 3 | 0.02% | 1.05% | 2.53% | Q4 2021 | Q3 2023 | 7 |
Sage Investment Advisers LLC | 7 | 7 | 0.66% | 0.89% | 1.12% | Q1 2022 | Q3 2023 | 7 |
Greystone Financial Group, LLC | 6 | 1 | 0.07% | 0.22% | 0.41% | Q4 2020 | Q3 2023 | 7 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.08% | 0.28% | 1.08% | Q4 2020 | Q2 2023 | 7 |
Pinnacle Family Advisors, LLC | 6 | 1 | 0.12% | 0.64% | 1.20% | Q4 2019 | Q4 2021 | 7 |
Private Wealth Partners, LLC | 7 | 7 | 0.79% | 1.07% | 1.24% | Q1 2022 | Q3 2023 | 7 |
CoreFirst Bank & Trust | 7 | 7 | 0.09% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Analyst IMS Investment Management Services Ltd. | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
HERITAGE INVESTORS MANAGEMENT CORP | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
SOMERVILLE KURT F | 7 | 7 | 2.12% | 2.80% | 3.49% | Q1 2022 | Q3 2023 | 7 |
Delos Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q4 2022 | 7 |
TRILLIUM ASSET MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
FIRST UNITED BANK & TRUST | 7 | 7 | 0.10% | 0.20% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Hodges Capital Management Inc. | 5 | 2 | 0.02% | 0.09% | 0.40% | Q2 2017 | Q1 2023 | 7 |
WAYCROSS PARTNERS, LLC | 7 | 7 | 0.47% | 0.80% | 1.27% | Q1 2022 | Q3 2023 | 7 |
Quantinno Capital Management LP | 7 | 7 | 0.05% | 0.18% | 0.42% | Q1 2022 | Q3 2023 | 7 |
Wellington Shields & Co., LLC | 6 | 1 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q3 2023 | 7 |
KING LUTHER CAPITAL MANAGEMENT CORP | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Stevens First Principles Investment Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Kessler Investment Group, LLC | 5 | 2 | 0.00% | 1.46% | 3.64% | Q4 2016 | Q3 2022 | 7 |
US Asset Management LLC | 4 | 3 | 0.33% | 0.49% | 0.75% | Q3 2021 | Q2 2023 | 7 |
Boothe Investment Group, Inc. | 7 | 7 | 2.19% | 3.17% | 4.55% | Q1 2022 | Q3 2023 | 7 |
Bleichroeder LP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
A.R.T. Advisors, LLC | 3 | 1 | 0.00% | 0.30% | 1.50% | Q2 2014 | Q1 2021 | 7 |
Resonant Capital Advisors, LLC | 4 | 3 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Wahed Invest LLC | 7 | 7 | 0.70% | 0.88% | 1.24% | Q1 2022 | Q3 2023 | 7 |
TAP Consulting, LLC | 7 | 7 | 0.42% | 1.09% | 1.71% | Q2 2021 | Q4 2022 | 7 |
Abacus Wealth Partners, LLC | 7 | 7 | 0.12% | 0.20% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.05% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
HALL LAURIE J TRUSTEE | 7 | 7 | 1.39% | 1.76% | 2.51% | Q1 2022 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
THOMAS STORY & SON LLC | 7 | 7 | 1.83% | 2.44% | 3.12% | Q1 2022 | Q3 2023 | 7 |
HOLDERNESS INVESTMENTS CO | 7 | 7 | 0.14% | 0.17% | 0.19% | Q1 2022 | Q3 2023 | 7 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 7 | 7 | 0.67% | 0.86% | 1.17% | Q1 2022 | Q3 2023 | 7 |
PARK NATIONAL CORP /OH/ | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2023 | 7 |
Asio Capital, LLC | 7 | 7 | 0.83% | 1.22% | 1.62% | Q1 2022 | Q3 2023 | 7 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
JONES FINANCIAL COMPANIES LLLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
SELDON CAPITAL LP | 7 | 7 | 0.04% | 2.10% | 4.01% | Q4 2021 | Q2 2023 | 7 |
Clear Harbor Asset Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 7 |
Glenview Trust Co | 7 | 7 | 0.06% | 0.08% | 0.13% | Q1 2022 | Q3 2023 | 7 |
GODSEY & GIBB, INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Weiss Asset Management LP | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 7 |
Strengthening Families & Communities, LLC | 7 | 7 | 0.03% | 0.09% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Safeguard Investment Advisory Group, LLC | 4 | 1 | 0.00% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 7 |
STRATEGY ASSET MANAGERS LLC | 7 | 7 | 0.08% | 0.18% | 0.29% | Q4 2019 | Q2 2021 | 7 |
Taconic Capital Advisors LP | 4 | 4 | 0.02% | 2.25% | 8.58% | Q1 2021 | Q4 2021 | 7 |
Capital Asset Advisory Services LLC | 4 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Sassicaia Capital Advisers LLC | 4 | 3 | 0.23% | 2.06% | 5.52% | Q1 2021 | Q2 2023 | 7 |
PATTEN & PATTEN INC/TN | 7 | 7 | 0.43% | 0.56% | 0.68% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.17% | 0.24% | 0.28% | Q1 2022 | Q3 2023 | 7 |
CANTOR FITZGERALD, L. P. | 7 | 7 | 0.04% | 0.29% | 0.69% | Q1 2022 | Q3 2023 | 7 |
BAHL & GAYNOR INC | 7 | 7 | 0.04% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
High Net Worth Advisory Group LLC | 5 | 2 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 7 |
ATWOOD & PALMER INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 1 | 0.03% | 0.21% | 0.73% | Q3 2016 | Q3 2023 | 7 |
Family Firm, Inc. | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
FORA Capital, LLC | 3 | 1 | 0.66% | 1.27% | 2.62% | Q1 2020 | Q1 2023 | 7 |
PALISADE CAPITAL MANAGEMENT, LP | 7 | 7 | 0.19% | 0.26% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Ally Financial Inc. | 7 | 7 | 0.12% | 0.30% | 0.45% | Q1 2022 | Q3 2023 | 7 |
HEADINVEST, LLC | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Baker Chad R | 7 | 7 | 2.00% | 2.53% | 2.99% | Q1 2022 | Q3 2023 | 7 |
Saturna Capital CORP | 7 | 7 | 0.93% | 1.49% | 2.20% | Q1 2022 | Q3 2023 | 7 |
U.S. Capital Wealth Advisors, LLC | 5 | 2 | 0.01% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 7 |
PRIVATE ASSET MANAGEMENT INC | 4 | 3 | 0.02% | 0.05% | 0.07% | Q2 2017 | Q1 2021 | 7 |
EQUITABLE TRUST CO | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
IVC Wealth Advisors LLC | 7 | 7 | 0.23% | 0.29% | 0.34% | Q1 2022 | Q3 2023 | 7 |
SlateStone Wealth, LLC | 5 | 2 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 7 |
QUANTRES ASSET MANAGEMENT Ltd | 4 | 3 | 0.43% | 1.24% | 2.40% | Q2 2017 | Q1 2019 | 7 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Alpha DNA Investment Management LLC | 7 | 7 | 0.76% | 1.07% | 1.39% | Q4 2020 | Q2 2022 | 7 |
CRITERION CAPITAL MANAGEMENT LLC | 5 | 5 | 0.25% | 0.83% | 1.72% | Q3 2016 | Q3 2017 | 7 |
JANUS HENDERSON INVESTORS US LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2017 | 7 |
SeaTown Holdings Pte. Ltd. | 5 | 2 | 0.05% | 0.59% | 2.16% | Q2 2021 | Q3 2023 | 7 |
Turiya Advisors Asia Ltd | 3 | 1 | 12.43% | 27.11% | 40.13% | Q4 2018 | Q3 2023 | 7 |
Buckingham Capital Management, Inc. | 7 | 7 | 0.08% | 0.93% | 1.47% | Q1 2022 | Q3 2023 | 7 |
Value Star Asset Management (Hong Kong) Ltd | 4 | 3 | 0.37% | 4.24% | 9.97% | Q4 2021 | Q3 2023 | 7 |
IronBridge Private Wealth, LLC | 6 | 1 | 0.11% | 0.16% | 0.23% | Q4 2020 | Q3 2023 | 7 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 7 | 7 | 0.17% | 0.22% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Silvant Capital Management LLC | 7 | 7 | 0.03% | 0.07% | 0.15% | Q1 2022 | Q3 2023 | 7 |
TAURUS ASSET MANAGEMENT, LLC | 7 | 7 | 0.03% | 0.93% | 1.35% | Q1 2022 | Q3 2023 | 7 |
Jackson, Grant Investment Advisers, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Wealth Management Advisory Group, LLC | 7 | 7 | 0.05% | 0.11% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.28% | 0.35% | 0.44% | Q1 2022 | Q3 2023 | 7 |
WEATHERLY ASSET MANAGEMENT L. P. | 7 | 7 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q1 2022 | 7 |
FNY Managed Accounts LLC | 3 | 1 | 0.02% | 0.29% | 1.88% | Q2 2015 | Q3 2017 | 7 |
HBW ADVISORY SERVICES LLC | 5 | 1 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q2 2023 | 7 |
My Personal CFO, LLC | 7 | 7 | 0.37% | 0.54% | 0.69% | Q1 2022 | Q3 2023 | 7 |
Coatue Management | 5 | 1 | 0.00% | 3.53% | 7.80% | Q4 2019 | Q3 2023 | 7 |
Lynch Asset Management, Inc. | 7 | 7 | 0.25% | 1.43% | 2.34% | Q1 2022 | Q3 2023 | 7 |
Bank of Marin | 7 | 7 | 0.54% | 0.66% | 0.79% | Q1 2022 | Q3 2023 | 7 |
Castleview Partners, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 7 |
OPSEU Pension Plan Trust Fund | 6 | 1 | 0.13% | 0.29% | 0.53% | Q1 2020 | Q3 2022 | 7 |
Financial Connections Group, Inc. | 5 | 2 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Buffington Mohr McNeal | 7 | 7 | 1.26% | 1.51% | 1.94% | Q1 2022 | Q3 2023 | 7 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 3 | 1 | 0.06% | 0.14% | 0.33% | Q1 2017 | Q3 2021 | 7 |
Pictet North America Advisors SA | 7 | 7 | 0.17% | 0.28% | 0.35% | Q1 2022 | Q3 2023 | 7 |
RNC CAPITAL MANAGEMENT LLC | 7 | 7 | 0.04% | 0.06% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Ramsay, Stattman, Vela & Price, Inc. | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
TCWP LLC | 7 | 7 | 0.05% | 0.16% | 0.64% | Q1 2022 | Q3 2023 | 7 |
Fortitude Advisory Group L.L.C. | 4 | 3 | 0.13% | 0.27% | 0.42% | Q4 2021 | Q3 2023 | 7 |
WIMMER ASSOCIATES 1, LLC | 7 | 7 | 0.20% | 0.28% | 0.34% | Q1 2022 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 7 |
Moisand Fitzgerald Tamayo, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NORTHSTAR ASSET MANAGEMENT LLC | 7 | 7 | 0.14% | 0.18% | 0.25% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Broderick Brian C | 7 | 7 | 2.31% | 3.03% | 3.62% | Q1 2022 | Q3 2023 | 7 |
TrinityPoint Wealth, LLC | 7 | 7 | 0.23% | 0.33% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Force Hill Capital Management LP | 6 | 1 | 0.81% | 2.80% | 4.39% | Q1 2021 | Q4 2022 | 7 |
JUMP TRADING, LLC | 3 | 3 | 0.09% | 0.23% | 0.62% | Q2 2019 | Q4 2019 | 7 |
Marshall Financial Group LLC | 7 | 7 | 0.28% | 0.50% | 0.81% | Q1 2022 | Q3 2023 | 7 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Capital Advisors, Ltd. LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Nikko Asset Management Americas, Inc. | 7 | 7 | 0.00% | 0.20% | 0.54% | Q1 2022 | Q3 2023 | 7 |
EMERALD ADVISERS, LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2021 | 7 |
Paradigm Financial Advisors, LLC | 7 | 7 | 0.10% | 0.19% | 0.45% | Q2 2020 | Q4 2021 | 7 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 7 |
Capitolis Advisors LLC | 7 | 7 | 0.00% | 0.66% | 1.98% | Q4 2020 | Q2 2022 | 7 |
Cedar Mountain Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
MCGLINN CAPITAL MANAGEMENT INC | 7 | 7 | 0.42% | 0.59% | 0.86% | Q1 2014 | Q3 2015 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
Yarbrough Capital, LLC | 5 | 2 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Strategic Investment Advisors / MI | 4 | 3 | 0.04% | 0.10% | 0.18% | Q4 2021 | Q3 2023 | 7 |
Legacy Private Trust Co. | 5 | 2 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 7 |
Bragg Financial Advisors, Inc | 7 | 7 | 0.09% | 0.28% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Pantheon Investment Group, LLC | 7 | 7 | 0.54% | 0.83% | 1.19% | Q2 2020 | Q4 2021 | 7 |
Perfromance Wealth Partners, LLC | 7 | 7 | 0.02% | 0.03% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Occidental Asset Management, LLC | 7 | 7 | 0.07% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Northeast Financial Group, Inc. | 7 | 7 | 0.21% | 0.62% | 1.04% | Q1 2022 | Q3 2023 | 7 |
Inspire Investing, LLC | 7 | 7 | 0.16% | 0.27% | 0.45% | Q3 2018 | Q1 2020 | 7 |
Optiver Holding B.V. | 4 | 3 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 7 |
Hills Bank & Trust Co | 7 | 7 | 0.07% | 0.12% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Soros Fund Management | 4 | 1 | 0.01% | 0.16% | 0.44% | Q3 2014 | Q2 2023 | 7 |
CenterBook Partners LP | 3 | 3 | 0.09% | 0.38% | 1.14% | Q1 2022 | Q3 2023 | 6 |
Oribel Capital Management, LP | 1 | 1 | 0.11% | 0.99% | 3.23% | Q3 2018 | Q2 2023 | 6 |
Dakota Wealth Management | 6 | 6 | 0.03% | 0.05% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Klingman & Associates, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 6 |
SkyView Investment Advisors, LLC | 5 | 1 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 6 |
Country Club Trust Company, n.a. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Alpha Omega Wealth Management LLC | 5 | 1 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 6 |
PRW Wealth Management LLC | 3 | 1 | 0.00% | 0.09% | 0.20% | Q4 2018 | Q2 2023 | 6 |
Rokos Capital Management LLP | 3 | 3 | 0.33% | 0.85% | 1.20% | Q1 2022 | Q3 2023 | 6 |
AFFINITY WEALTH MANAGEMENT LLC | 6 | 6 | 0.05% | 0.13% | 0.36% | Q4 2019 | Q1 2021 | 6 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 5 | 1 | 1.73% | 7.33% | 12.75% | Q4 2014 | Q4 2022 | 6 |
Raab & Moskowitz Asset Management LLC | 5 | 1 | 0.00% | 0.35% | 0.55% | Q4 2019 | Q3 2023 | 6 |
New England Investment & Retirement Group, Inc. | 6 | 6 | 0.86% | 1.25% | 1.52% | Q2 2020 | Q3 2021 | 6 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 6 |
Kiwi Wealth Investments Limited Partnership | 5 | 1 | 0.04% | 0.47% | 0.70% | Q1 2020 | Q3 2022 | 6 |
Parker Investment Management, LLC | 4 | 2 | 0.01% | 0.05% | 0.13% | Q1 2020 | Q1 2022 | 6 |
Alkeon Capital Management | 5 | 1 | 0.27% | 0.39% | 0.50% | Q3 2021 | Q1 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Legacy Wealth Asset Management, LLC | 6 | 6 | 0.09% | 0.52% | 0.72% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
MBM Wealth Consultants, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
BANK OF STOCKTON | 5 | 1 | 0.08% | 0.14% | 0.22% | Q2 2021 | Q2 2023 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 1.21% | 1.45% | 1.81% | Q4 2020 | Q1 2022 | 6 |
Charles Carroll Financial Partners, LLC | 5 | 1 | 0.35% | 0.94% | 1.82% | Q1 2022 | Q3 2023 | 6 |
Vantis Investment Advisers L.P. | 6 | 6 | 1.69% | 7.39% | 13.85% | Q2 2020 | Q3 2021 | 6 |
Harbor Advisors LLC | 5 | 1 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q3 2023 | 6 |
Precision Wealth Strategies, LLC | 5 | 1 | 0.20% | 0.42% | 0.56% | Q4 2021 | Q3 2023 | 6 |
Lumature Wealth Partners, LLC | 6 | 6 | 0.00% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.32% | 1.32% | Q4 2020 | Q1 2023 | 6 |
KENNEDY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.08% | 0.18% | Q3 2015 | Q1 2017 | 6 |
WINTRUST INVESTMENTS LLC | 5 | 1 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 6 |
CALIFORNIA FIRST LEASING CORP | 6 | 6 | 0.67% | 1.66% | 2.21% | Q2 2022 | Q3 2023 | 6 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.03% | 0.16% | 0.46% | Q1 2023 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
SEGALL BRYANT & HAMILL, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
WealthOne, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 6 |
DAVIS R M INC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Mayfair Advisory Group, LLC | 3 | 3 | 0.20% | 0.27% | 0.34% | Q4 2021 | Q3 2023 | 6 |
SECURITY NATIONAL TRUST CO | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 6 |
Synergy Financial Group, LTD | 3 | 3 | 0.42% | 0.48% | 0.54% | Q1 2022 | Q3 2023 | 6 |
Arete Wealth Advisors, LLC | 4 | 1 | 0.03% | 0.06% | 0.14% | Q1 2021 | Q3 2023 | 6 |
Steward Financial Group LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 1 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q4 2019 | 6 |
Amica Retiree Medical Trust | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 6 |
Cutter & CO Brokerage, Inc. | 3 | 3 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 6 |
Winslow Capital Management, LLC | 2 | 2 | 0.46% | 1.28% | 1.57% | Q3 2021 | Q3 2023 | 6 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.19% | 0.24% | 0.30% | Q2 2022 | Q3 2023 | 6 |
DOWLING & YAHNKE LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2022 | 6 |
AdvisorShares Investments LLC | 3 | 3 | 0.06% | 0.23% | 0.38% | Q3 2020 | Q1 2022 | 6 |
Gainplan LLC | 2 | 1 | 0.10% | 0.24% | 0.35% | Q2 2017 | Q2 2023 | 6 |
Flaharty Asset Management, LLC | 5 | 1 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 6 |
FIRST COMMUNITY TRUST NA | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WealthTrust Axiom LLC | 6 | 6 | 0.05% | 0.08% | 0.10% | Q2 2018 | Q3 2019 | 6 |
Adalta Capital Management LLC | 6 | 6 | 0.18% | 0.20% | 0.24% | Q3 2020 | Q4 2021 | 6 |
Synergy Asset Management, LLC | 3 | 1 | 0.05% | 1.16% | 2.07% | Q4 2020 | Q3 2023 | 6 |
Capital Directions Investment Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Crosspoint Capital Strategies, LLC | 4 | 1 | 0.01% | 3.66% | 7.51% | Q3 2016 | Q1 2019 | 6 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.10% | 0.55% | 1.08% | Q1 2017 | Q3 2019 | 6 |
Riverview Trust Co | 3 | 3 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 6 |
Harbor Group, Inc. | 4 | 2 | 0.13% | 0.20% | 0.24% | Q1 2022 | Q3 2023 | 6 |
FULTON BREAKEFIELD BROENNIMAN LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
HL FINANCIAL SERVICES LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 6 |
Czech National Bank | 6 | 6 | 0.32% | 0.45% | 0.60% | Q3 2022 | Q4 2023 | 6 |
RIVER GLOBAL INVESTORS LLP | 6 | 6 | 0.37% | 0.72% | 1.00% | Q2 2022 | Q3 2023 | 6 |
Global X Management CO LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 6 |
Stelac Advisory Services LLC | 5 | 1 | 0.05% | 2.44% | 4.55% | Q4 2020 | Q2 2022 | 6 |
Quantamental Technologies LLC | 3 | 1 | 0.11% | 0.62% | 1.57% | Q1 2020 | Q2 2023 | 6 |
JOURNEY STRATEGIC WEALTH LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 6 |
THAMES CAPITAL MANAGEMENT LLC | 5 | 1 | 0.71% | 2.56% | 3.60% | Q2 2021 | Q2 2023 | 6 |
PUBLIC INVESTMENT FUND | 6 | 6 | 0.81% | 1.11% | 1.38% | Q2 2022 | Q3 2023 | 6 |
Cordatus Wealth Management LLC | 5 | 1 | 0.37% | 0.46% | 0.51% | Q1 2020 | Q4 2021 | 6 |
Redwood Investment Management, LLC | 5 | 1 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 6 |
Magnus Financial Group LLC | 5 | 1 | 0.03% | 0.05% | 0.10% | Q2 2019 | Q4 2020 | 6 |
Close Asset Management Ltd | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
KADENSA CAPITAL Ltd | 3 | 1 | 1.78% | 8.40% | 16.99% | Q2 2018 | Q1 2023 | 6 |
Islet Management, LP | 1 | 1 | 0.27% | 0.73% | 1.74% | Q3 2019 | Q2 2023 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 6 |
CONNABLE OFFICE INC | 6 | 6 | 0.19% | 0.25% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Bernardo Wealth Planning LLC | 5 | 1 | 0.16% | 0.32% | 0.42% | Q2 2019 | Q4 2020 | 6 |
Calvert Investment Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2016 | 6 |
PURSUE WEALTH PARTNERS LLC | 3 | 1 | 0.11% | 0.51% | 1.84% | Q4 2021 | Q3 2023 | 6 |
APPLETON GROUP, LLC | 4 | 2 | 0.32% | 0.49% | 0.66% | Q2 2021 | Q1 2023 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2017 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.18% | 0.52% | 0.71% | Q2 2022 | Q3 2023 | 6 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 5 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2018 | 6 |
Addison Capital Co | 6 | 6 | 0.17% | 0.21% | 0.25% | Q1 2022 | Q2 2023 | 6 |
Circle Wealth Management, LLC | 4 | 2 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 4 | 1 | 0.03% | 0.21% | 0.45% | Q1 2020 | Q3 2023 | 6 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 3 | 0.04% | 0.07% | 0.15% | Q1 2022 | Q3 2023 | 6 |
Selway Asset Management | 4 | 1 | 0.05% | 1.04% | 2.17% | Q1 2020 | Q2 2023 | 6 |
COZAD ASSET MANAGEMENT INC | 5 | 1 | 0.03% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 6 |
Buckley Wealth Management, LLC | 6 | 6 | 0.07% | 0.17% | 0.34% | Q2 2021 | Q3 2022 | 6 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
WAFRA INC. | 4 | 2 | 0.06% | 0.52% | 1.44% | Q2 2017 | Q3 2023 | 6 |
Pinnacle Wealth Management, LLC | 4 | 2 | 1.48% | 2.15% | 2.97% | Q1 2022 | Q3 2023 | 6 |
GLOBEFLEX CAPITAL L P | 3 | 1 | 0.00% | 0.06% | 0.31% | Q1 2014 | Q2 2022 | 6 |
Carmignac Gestion | 5 | 1 | 0.02% | 2.92% | 4.84% | Q2 2021 | Q3 2023 | 6 |
Triumph Capital Management | 3 | 3 | 0.33% | 0.50% | 0.70% | Q1 2022 | Q3 2023 | 6 |
Solstein Capital, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 6 |
Crestwood Capital Management, L.P. | 6 | 6 | 6.12% | 10.81% | 15.88% | Q2 2022 | Q3 2023 | 6 |
AEGON ASSET MANAGEMENT UK PLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Resurgent Financial Advisors LLC | 5 | 1 | 0.06% | 0.10% | 0.17% | Q1 2022 | Q3 2023 | 6 |
Human Investing LLC | 6 | 6 | 0.00% | 0.25% | 0.43% | Q4 2019 | Q1 2021 | 6 |
PGGM Investments | 6 | 6 | 0.01% | 0.18% | 0.36% | Q4 2020 | Q1 2022 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CYPRESS ASSET MANAGEMENT INC/TX | 6 | 6 | 0.94% | 1.20% | 1.43% | Q1 2022 | Q2 2023 | 6 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.41% | 4.98% | 8.37% | Q3 2013 | Q3 2023 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
ETRADE Capital Management LLC | 4 | 2 | 0.01% | 0.06% | 0.10% | Q1 2019 | Q3 2020 | 6 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
EULAV Asset Management | 6 | 6 | 0.35% | 0.44% | 0.54% | Q2 2022 | Q3 2023 | 6 |
GOFEN & GLOSSBERG LLC /IL/ | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Myriad Asset Management Ltd. | 2 | 1 | 0.62% | 1.39% | 2.55% | Q2 2016 | Q3 2021 | 6 |
Warther Private Wealth, LLC | 6 | 6 | 0.20% | 0.37% | 0.53% | Q2 2021 | Q3 2022 | 6 |
Aspen Investment Management Inc | 2 | 2 | 0.14% | 0.29% | 0.37% | Q3 2020 | Q3 2023 | 6 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.01% | 1.32% | 3.34% | Q2 2013 | Q4 2019 | 6 |
Hutchin Hill Capital, LP | 3 | 1 | 0.01% | 0.06% | 0.15% | Q3 2013 | Q4 2015 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 6 |
Olympiad Research LP | 3 | 3 | 0.16% | 0.27% | 0.37% | Q2 2020 | Q3 2022 | 6 |
Foundations Investment Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Delta Accumulation, LLC | 3 | 3 | 0.04% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 6 |
Keudell/Morrison Wealth Management | 3 | 3 | 0.07% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 6 |
Pomelo Capital LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2014 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q1 2021 | 6 |
Abundance Wealth Counselors | 4 | 1 | 0.00% | 0.14% | 0.22% | Q1 2021 | Q3 2023 | 6 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 4 | 1 | 0.02% | 0.07% | 0.11% | Q4 2020 | Q2 2023 | 6 |
TFG Advisers LLC | 3 | 1 | 0.01% | 0.12% | 0.21% | Q4 2019 | Q3 2023 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 3 | 0.04% | 0.10% | 0.18% | Q1 2014 | Q3 2023 | 6 |
STRATEGIC WEALTH MANAGEMENT INC | 6 | 6 | 1.08% | 1.49% | 2.04% | Q3 2020 | Q4 2021 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.13% | 0.21% | 0.32% | Q2 2022 | Q3 2023 | 6 |
PDS Planning, Inc | 3 | 3 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 6 |
Passport Capital, LLC | 5 | 1 | 0.00% | 1.80% | 4.33% | Q2 2014 | Q3 2017 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.18% | 0.23% | 0.26% | Q1 2022 | Q2 2023 | 6 |
Perpetual Ltd | 3 | 3 | 0.01% | 0.27% | 0.67% | Q1 2020 | Q3 2023 | 6 |
Oasis Management Co Ltd. | 2 | 1 | 0.01% | 12.16% | 71.30% | Q1 2018 | Q3 2023 | 6 |
BOK Financial Private Wealth, Inc. | 5 | 1 | 0.00% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 6 |
INVERNESS COUNSEL LLC /NY/ | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2022 | 6 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.17% | 0.20% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Sciencast Management LP | 2 | 1 | 0.23% | 0.42% | 0.73% | Q3 2017 | Q2 2022 | 6 |
WestHill Financial Advisors, Inc. | 4 | 1 | 0.07% | 0.10% | 0.23% | Q4 2020 | Q3 2023 | 6 |
Cavalier Investments, LLC | 3 | 1 | 0.16% | 0.41% | 0.86% | Q4 2018 | Q2 2023 | 6 |
Leelyn Smith, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
Valley Brook Capital Group, Inc. | 3 | 1 | 0.04% | 0.20% | 0.25% | Q1 2021 | Q3 2023 | 6 |
Avalon Global Asset Management LLC | 6 | 6 | 1.16% | 3.94% | 5.31% | Q2 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 1 | 1 | 0.04% | 0.11% | 0.21% | Q4 2016 | Q3 2022 | 5 |
Physician Wealth Advisors, Inc. | 3 | 2 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 5 |
DCM Advisors, LLC | 4 | 1 | 0.13% | 0.54% | 0.86% | Q4 2020 | Q2 2022 | 5 |
Journey Advisory Group, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Caption Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 5 |
CQS Cayman LP | 2 | 1 | 0.00% | 0.85% | 2.18% | Q3 2014 | Q3 2019 | 5 |
GOODWIN DANIEL L | 5 | 5 | 0.10% | 0.24% | 0.41% | Q1 2021 | Q1 2022 | 5 |
Five Oceans Advisors | 3 | 2 | 0.13% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 5 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 2 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q4 2020 | 5 |
Vise Technologies, Inc. | 3 | 2 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 5 |
Roth Financial Partners LLC | 3 | 2 | 0.13% | 0.16% | 0.20% | Q3 2021 | Q3 2023 | 5 |
GFS Advisors, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Mizuho Trust & Banking Co., Ltd. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
RWQ Financial Management Services, Inc. | 2 | 1 | 2.54% | 3.36% | 4.02% | Q3 2021 | Q2 2023 | 5 |
Holocene Advisors, LP | 2 | 1 | 0.06% | 0.46% | 1.02% | Q4 2017 | Q3 2023 | 5 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 3 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.11% | 0.15% | 0.20% | Q3 2021 | Q3 2022 | 5 |
HYA Advisors, Inc | 4 | 1 | 0.09% | 0.11% | 0.15% | Q4 2020 | Q1 2022 | 5 |
Blue Grotto Capital, LLC | 5 | 5 | 2.41% | 5.07% | 8.46% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.25% | 0.33% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Wealth Alliance Advisory Group, LLC | 3 | 2 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 5 |
PEDDOCK CAPITAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q4 2020 | 5 |
Balboa Wealth Partners | 5 | 5 | 2.64% | 3.00% | 3.58% | Q3 2022 | Q3 2023 | 5 |
WealthTrust-Arizona, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 5 |
MASTRAPASQUA ASSET MANAGEMENT INC | 3 | 2 | 0.03% | 0.60% | 1.10% | Q1 2022 | Q3 2023 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
WMG Financial Advisors, LLC | 4 | 1 | 0.21% | 0.38% | 0.63% | Q4 2021 | Q1 2023 | 5 |
Gyon Technologies Capital Management, LP | 3 | 1 | 0.20% | 0.67% | 0.97% | Q4 2020 | Q4 2022 | 5 |
Fulcrum Equity Management | 3 | 2 | 0.11% | 0.41% | 0.91% | Q3 2020 | Q4 2021 | 5 |
HARVEST MANAGEMENT LLC | 4 | 1 | 0.26% | 5.64% | 18.65% | Q1 2021 | Q3 2022 | 5 |
ISLAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
DELTA FINANCIAL ADVISORS LLC | 3 | 2 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 5 |
West Branch Capital LLC | 4 | 1 | 0.00% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 5 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Stone House Investment Management, LLC | 3 | 1 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 5 |
Firestone Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Alamar Capital Management, LLC | 5 | 5 | 0.23% | 0.28% | 0.33% | Q3 2022 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.02% | 0.16% | 0.55% | Q1 2017 | Q1 2019 | 5 |
Opera Trading Capital | 3 | 1 | 0.00% | 0.12% | 0.46% | Q4 2016 | Q2 2018 | 5 |
Ratan Capital Management LP | 2 | 1 | 0.39% | 1.41% | 2.41% | Q3 2019 | Q3 2023 | 5 |
Resolute Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Unison Advisors LLC | 5 | 5 | 0.30% | 0.39% | 0.44% | Q3 2022 | Q3 2023 | 5 |
AVAII WEALTH MANAGEMENT, LLC | 3 | 2 | 0.22% | 0.32% | 0.50% | Q2 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 0.13% | 0.29% | 0.42% | Q2 2020 | Q3 2021 | 5 |
CHICAGO TRUST Co NA | 4 | 1 | 0.05% | 0.22% | 0.37% | Q4 2020 | Q1 2022 | 5 |
Spire Wealth Management | 5 | 5 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Annapolis Financial Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 5 |
SNS Financial Group, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.47% | 0.62% | 0.84% | Q4 2021 | Q4 2022 | 5 |
Price Wealth, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2020 | 5 |
Cottage Street Advisors LLC | 3 | 2 | 0.18% | 0.30% | 0.45% | Q4 2021 | Q3 2023 | 5 |
BASSETT HARGROVE INVESTMENT COUNSEL, LLC | 5 | 5 | 1.09% | 2.28% | 3.05% | Q3 2022 | Q3 2023 | 5 |
MOODY LYNN & LIEBERSON, LLC | 3 | 1 | 0.26% | 0.43% | 0.88% | Q1 2019 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.06% | 0.12% | 0.20% | Q4 2021 | Q4 2022 | 5 |
Coston, McIsaac & Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.02% | 0.09% | Q3 2021 | Q2 2023 | 5 |
First Command Financial Services, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Outlook Wealth Advisors, LLC | 4 | 1 | 0.06% | 0.13% | 0.20% | Q4 2021 | Q3 2023 | 5 |
HAHN CAPITAL MANAGEMENT LLC | 5 | 5 | 1.67% | 2.13% | 2.62% | Q1 2022 | Q1 2023 | 5 |
Unigestion Holding SA | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 5 |
L.M. KOHN & COMPANY | 3 | 2 | 0.10% | 0.15% | 0.22% | Q1 2022 | Q3 2023 | 5 |
American Assets Investment Management, LLC | 5 | 5 | 0.22% | 0.31% | 0.38% | Q3 2022 | Q3 2023 | 5 |
Delaney Dennis R | 5 | 5 | 1.58% | 1.93% | 2.29% | Q3 2022 | Q3 2023 | 5 |
Graham Capital Management, L.P. | 2 | 1 | 0.06% | 0.12% | 0.19% | Q3 2015 | Q3 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.17% | 0.23% | 0.28% | Q3 2022 | Q3 2023 | 5 |
LITTLE HOUSE CAPITAL LLC | 2 | 1 | 0.06% | 0.19% | 0.26% | Q1 2019 | Q4 2021 | 5 |
DEARBORN PARTNERS LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
DB Wealth Management Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
General Partner, Inc. | 5 | 5 | 0.11% | 0.16% | 0.22% | Q4 2022 | Q4 2023 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.28% | 0.65% | 1.03% | Q4 2021 | Q3 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2020 | 5 |
Spyglass Capital Management LLC | 5 | 5 | 2.32% | 3.27% | 3.73% | Q4 2018 | Q4 2019 | 5 |
Atlas Brown,Inc. | 4 | 1 | 0.09% | 0.10% | 0.12% | Q2 2021 | Q1 2023 | 5 |
TANAKA CAPITAL MANAGEMENT INC | 5 | 5 | 0.02% | 0.04% | 0.12% | Q3 2020 | Q3 2021 | 5 |
Russell Clark Investment Management Ltd | 5 | 5 | 1.02% | 1.33% | 1.64% | Q3 2020 | Q3 2021 | 5 |
GAMCO INVESTORS, INC. ET AL | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 5 | 5 | 0.33% | 0.55% | 1.13% | Q3 2022 | Q3 2023 | 5 |
Whale Rock Capital Management | 2 | 1 | 1.01% | 1.66% | 2.55% | Q3 2020 | Q2 2023 | 5 |
CHOREO, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 5 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 2 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 5 |
Intellectus Partners, LLC | 5 | 5 | 0.00% | 0.08% | 0.17% | Q1 2017 | Q1 2018 | 5 |
WT Asset Management Ltd | 5 | 5 | 2.74% | 3.55% | 5.53% | Q1 2019 | Q1 2020 | 5 |
Applied Capital LLC | 5 | 5 | 0.55% | 0.61% | 0.74% | Q1 2021 | Q1 2022 | 5 |
PointState Capital LP | 3 | 2 | 0.01% | 0.24% | 0.57% | Q2 2018 | Q4 2020 | 5 |
Interchange Capital Partners, LLC | 4 | 1 | 0.15% | 0.30% | 0.45% | Q4 2020 | Q3 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.27% | 0.45% | 0.82% | Q4 2021 | Q4 2022 | 5 |
Citizens National Bank Trust Department | 5 | 5 | 0.00% | 0.02% | 0.10% | Q3 2022 | Q3 2023 | 5 |
OPTIMAS CAPITAL Ltd | 3 | 2 | 1.69% | 3.67% | 5.95% | Q4 2021 | Q2 2023 | 5 |
GFG Capital, LLC | 3 | 2 | 0.10% | 0.16% | 0.24% | Q1 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.10% | 0.14% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Boston Partners | 5 | 5 | 0.08% | 0.37% | 0.49% | Q3 2022 | Q3 2023 | 5 |
Rollins Financial | 2 | 1 | 0.05% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 5 |
Ibex Investors LLC | 2 | 1 | 0.03% | 0.47% | 1.61% | Q3 2018 | Q2 2023 | 5 |
Daniel Devine & Co | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q1 2016 | 5 |
Asset Management Resources, LLC | 3 | 2 | 0.18% | 0.30% | 0.39% | Q1 2022 | Q3 2023 | 5 |
O'Neil Global Advisors, Inc. | 2 | 1 | 4.67% | 6.66% | 12.10% | Q2 2021 | Q2 2023 | 5 |
Van Leeuwen & Company, LLC | 2 | 1 | 0.13% | 0.41% | 0.83% | Q1 2020 | Q1 2022 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 5 | 0.09% | 0.43% | 1.69% | Q1 2021 | Q1 2022 | 5 |
Simplify Asset Management Inc. | 3 | 2 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 5 |
MARK ASSET MANAGEMENT LP | 2 | 1 | 0.71% | 1.02% | 1.53% | Q4 2018 | Q2 2022 | 5 |
Alpha Square Group S LLC | 3 | 1 | 0.03% | 0.22% | 0.31% | Q4 2021 | Q3 2023 | 5 |
RE Dickinson Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2018 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
American Research & Management Co. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 5 |
Calamos Wealth Management LLC | 3 | 1 | 0.03% | 0.22% | 0.72% | Q4 2020 | Q3 2023 | 5 |
MMBG INVESTMENT ADVISORS CO. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 5 |
UBP Investment Advisors SA | 4 | 1 | 0.08% | 0.16% | 0.24% | Q2 2020 | Q4 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Front Row Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.00% | 0.35% | 0.88% | Q3 2019 | Q3 2023 | 5 |
Swedbank | 5 | 5 | 0.05% | 0.23% | 0.68% | Q3 2018 | Q3 2019 | 5 |
WealthShield Partners, LLC | 3 | 2 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q2 2022 | 5 |
Roble, Belko & Company, Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Welch Group, LLC | 3 | 1 | 0.02% | 0.15% | 0.26% | Q1 2021 | Q3 2023 | 5 |
Accredited Investors Inc. | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Junson Asset Management (Hong Kong) Ltd | 3 | 2 | 0.98% | 1.66% | 2.64% | Q4 2020 | Q3 2022 | 5 |
River Wealth Advisors LLC | 4 | 1 | 0.05% | 0.37% | 0.58% | Q1 2022 | Q3 2023 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 5 |
NATIONAL PLANNING CORP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2017 | 5 |
CAPITAL ADVISORS INC/OK | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Franchise Capital Ltd | 4 | 1 | 2.32% | 3.90% | 5.74% | Q3 2021 | Q1 2023 | 5 |
Concert Wealth Management Inc. | 3 | 2 | 0.04% | 0.11% | 0.31% | Q2 2013 | Q2 2017 | 5 |
GLG LLC | 5 | 5 | 0.03% | 0.21% | 0.44% | Q4 2016 | Q4 2017 | 5 |
Tributary Capital Management, LLC | 5 | 5 | 0.06% | 0.21% | 0.35% | Q3 2019 | Q3 2020 | 5 |
NWI MANAGEMENT LP | 4 | 1 | 0.14% | 1.66% | 2.86% | Q4 2021 | Q1 2023 | 5 |
Sage Mountain Advisors LLC | 3 | 2 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 5 |
COWEN INC. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q2 2019 | 5 |
Trellus Management Company, LLC | 2 | 1 | 0.70% | 0.87% | 1.19% | Q3 2016 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Knoll Capital Management, LLC | 5 | 5 | 0.36% | 0.63% | 0.98% | Q2 2021 | Q2 2022 | 5 |
First Dallas Securities Inc. | 5 | 5 | 0.13% | 0.20% | 0.26% | Q1 2022 | Q1 2023 | 5 |
Apexium Financial, LP | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.01% | 0.20% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q1 2023 | 5 |
Walkner Condon Financial Advisors LLC | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
First Pacific Advisors, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Slow Capital, Inc. | 4 | 1 | 0.00% | 0.38% | 0.56% | Q3 2020 | Q3 2023 | 5 |
ASSET MANAGEMENT CORP /IL/ /ADV | 5 | 5 | 0.12% | 0.25% | 0.36% | Q1 2022 | Q1 2023 | 5 |
Vanguard Capital Wealth Advisors | 3 | 1 | 0.24% | 0.27% | 0.30% | Q4 2019 | Q3 2023 | 5 |
Columbia Trust Co 01012016 | 5 | 5 | 0.21% | 0.28% | 0.32% | Q4 2020 | Q4 2021 | 5 |
Fiduciary Group LLC | 3 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Stephens Investment Management Group LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Mayflower Financial Advisors, LLC | 3 | 2 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 5 |
Pier Capital, LLC | 3 | 1 | 0.09% | 0.44% | 0.99% | Q2 2013 | Q3 2017 | 5 |
Firefly Value Partners, LP | 2 | 1 | 0.59% | 4.46% | 8.58% | Q4 2013 | Q2 2020 | 5 |
Berkeley Capital Partners, LLC | 3 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 5 |
Pekin Hardy Strauss, Inc. | 2 | 1 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Psagot Value Holdings Ltd. | 5 | 5 | 0.01% | 0.14% | 0.35% | Q3 2020 | Q3 2021 | 5 |
Triatomic Management LP | 4 | 4 | 0.22% | 2.30% | 8.17% | Q3 2022 | Q2 2023 | 5 |
Ferris Capital, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 5 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.29% | 0.76% | Q4 2020 | Q1 2023 | 5 |
Worth Asset Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.12% | Q1 2022 | Q2 2023 | 5 |
LifePro Asset Management | 4 | 1 | 2.00% | 2.33% | 2.93% | Q2 2020 | Q1 2022 | 5 |
Beaumont Financial Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Berry Street Capital Management LLP | 4 | 4 | 0.16% | 2.44% | 7.04% | Q3 2021 | Q2 2022 | 5 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 5 | 5 | 0.11% | 1.83% | 2.86% | Q3 2022 | Q3 2023 | 5 |
MONTCHANIN ASSET MANAGEMENT, LLC | 5 | 5 | 0.79% | 0.96% | 1.15% | Q2 2022 | Q2 2023 | 5 |
Guild Investment Management, Inc. | 5 | 5 | 0.24% | 1.17% | 1.71% | Q1 2022 | Q1 2023 | 5 |
Odey Asset Management Group Ltd | 1 | 1 | 0.22% | 0.38% | 0.63% | Q1 2017 | Q2 2021 | 5 |
Resource Management, LLC | 4 | 1 | 0.03% | 0.06% | 0.11% | Q3 2020 | Q4 2021 | 5 |
SFE Investment Counsel | 5 | 5 | 0.24% | 0.48% | 0.60% | Q3 2022 | Q3 2023 | 5 |
Retirement Planning Group, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
G&S Capital LLC | 4 | 1 | 0.05% | 0.14% | 0.27% | Q3 2018 | Q4 2019 | 5 |
Ascension Asset Management LLC | 2 | 1 | 0.37% | 0.56% | 0.87% | Q3 2021 | Q2 2023 | 5 |
STF Management LP | 4 | 4 | 1.00% | 1.22% | 1.45% | Q4 2022 | Q3 2023 | 4 |
FORTALEZA ASSET MANAGEMENT INC/ | 3 | 1 | 0.27% | 0.45% | 0.81% | Q3 2016 | Q3 2017 | 4 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.47% | 0.66% | 0.77% | Q4 2022 | Q3 2023 | 4 |
TIGER MANAGEMENT L.L.C. | 3 | 1 | 0.13% | 0.31% | 0.43% | Q4 2013 | Q1 2020 | 4 |
BOSTON FINANCIAL MANGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
APPLETON PARTNERS INC/MA | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2023 | 4 |
WCM INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Jupiter Investment Management Ltd | 3 | 1 | 0.00% | 0.48% | 1.82% | Q1 2017 | Q3 2019 | 4 |
SUN LIFE FINANCIAL INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2021 | 4 |
INTEGRATED WEALTH COUNSEL, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
ARGENT CAPITAL MANAGEMENT LLC | 4 | 4 | 0.09% | 0.13% | 0.17% | Q4 2013 | Q3 2014 | 4 |
LATHROP INVESTMENT MANAGEMENT CORP | 4 | 4 | 0.19% | 0.27% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Zurich Insurance Group Ltd/FI | 2 | 1 | 0.00% | 0.07% | 0.17% | Q2 2017 | Q3 2019 | 4 |
COOKSON PEIRCE & CO INC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2022 | 4 |
LEO BROKERAGE, LLC | 2 | 1 | 0.04% | 0.07% | 0.12% | Q2 2021 | Q2 2023 | 4 |
CULLINAN ASSOCIATES INC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 4 |
TEALWOOD ASSET MANAGEMENT INC | 4 | 4 | 0.62% | 0.72% | 0.89% | Q1 2023 | Q4 2023 | 4 |
WESTWOOD HOLDINGS GROUP INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Mount Lucas Management LP | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2022 | 4 |
WATER ISLAND CAPITAL LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
FALCON POINT CAPITAL, LLC | 2 | 1 | 0.02% | 0.49% | 1.79% | Q3 2016 | Q4 2020 | 4 |
NOESIS CAPITAL MANGEMENT CORP | 3 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 4 |
RAMIUS ADVISORS LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
TOWER BRIDGE ADVISORS | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.53% | 0.86% | 1.42% | Q4 2022 | Q3 2023 | 4 |
DSC Advisors, L.P. | 4 | 4 | 0.14% | 0.25% | 0.37% | Q4 2021 | Q3 2022 | 4 |
Shannon River Fund Management LLC | 4 | 4 | 1.34% | 5.16% | 8.58% | Q4 2022 | Q3 2023 | 4 |
Allen Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
Numeric Investors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 4 |
Employers Holdings, Inc. | 3 | 1 | 0.04% | 0.15% | 0.19% | Q2 2019 | Q1 2021 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
AMG National Trust Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Newbrook Capital Advisors LP | 3 | 1 | 1.40% | 3.17% | 4.77% | Q3 2019 | Q3 2023 | 4 |
First Washington CORP | 4 | 4 | 0.12% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Penobscot Investment Management Company, Inc. | 3 | 1 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 4 |
RS CRUM INC. | 3 | 1 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 4 |
Robeco Schweiz AG | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Telemark Asset Management, LLC | 2 | 1 | 0.31% | 0.99% | 1.33% | Q4 2016 | Q2 2023 | 4 |
Crestwood Advisors Group, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2022 | 4 |
ASPIRIANT, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.13% | 0.59% | 1.27% | Q2 2023 | Q3 2023 | 4 |
Saiers Capital, LLC | 4 | 4 | 0.22% | 0.80% | 1.50% | Q3 2013 | Q2 2014 | 4 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 4 |
NEXPOINT ASSET MANAGEMENT, L.P. | 4 | 4 | 0.13% | 0.39% | 0.75% | Q1 2020 | Q4 2020 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
SPHERA FUNDS MANAGEMENT LTD. | 2 | 2 | 0.13% | 1.18% | 2.13% | Q1 2022 | Q3 2023 | 4 |
Sequent Asset Management, LLC | 4 | 4 | 0.14% | 0.74% | 1.15% | Q2 2021 | Q1 2022 | 4 |
BSW Wealth Partners | 4 | 4 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2022 | 4 |
Nelson Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
MIZUHO SECURITIES USA LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2014 | Q4 2018 | 4 |
ARGI Investment Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.30% | 0.60% | Q1 2017 | Q2 2021 | 4 |
Ground Swell Capital, LLC | 1 | 1 | 0.43% | 1.29% | 3.25% | Q1 2021 | Q3 2023 | 4 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.11% | 0.87% | 1.63% | Q3 2018 | Q1 2023 | 4 |
Alphadyne Asset Management LP | 2 | 2 | 0.04% | 0.28% | 0.71% | Q2 2023 | Q3 2023 | 4 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 3 | 1 | 0.02% | 0.08% | 0.24% | Q1 2012 | Q4 2019 | 4 |
Ma Investment Partnership, LP | 4 | 4 | 5.25% | 5.73% | 6.27% | Q4 2020 | Q3 2021 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.25% | 0.44% | 0.85% | Q3 2018 | Q2 2023 | 4 |
Telemetry Investments, L.L.C. | 3 | 1 | 0.04% | 0.28% | 0.56% | Q4 2014 | Q3 2022 | 4 |
Annex Advisory Services, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Segantii Capital Management Ltd | 1 | 1 | 0.07% | 0.56% | 1.50% | Q1 2019 | Q2 2023 | 4 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 3 | 1 | 0.03% | 0.22% | 0.43% | Q2 2013 | Q2 2023 | 4 |
WealthStone, Inc. | 3 | 1 | 0.00% | 0.12% | 0.18% | Q2 2019 | Q1 2021 | 4 |
Newman Dignan & Sheerar, Inc. | 3 | 1 | 0.06% | 0.09% | 0.13% | Q1 2021 | Q1 2022 | 4 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.08% | 0.16% | 0.22% | Q3 2013 | Q3 2015 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corbenic Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Alpha Family Trust | 4 | 4 | 0.55% | 0.69% | 0.75% | Q4 2022 | Q3 2023 | 4 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 4 | 4 | 1.32% | 2.51% | 3.87% | Q4 2022 | Q3 2023 | 4 |
TIEMANN INVESTMENT ADVISORS, LLC | 3 | 1 | 0.10% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 4 |
Segment Wealth Management, LLC | 2 | 2 | 0.02% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 4 |
Virtus ETF Advisers LLC | 2 | 1 | 0.01% | 0.21% | 0.42% | Q2 2020 | Q3 2023 | 4 |
MYDA Advisors LLC | 2 | 1 | 0.23% | 0.64% | 1.04% | Q4 2017 | Q2 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Beta Wealth Group, Inc. | 4 | 4 | 0.22% | 0.32% | 0.41% | Q4 2022 | Q3 2023 | 4 |
HOERTKORN RICHARD CHARLES | 4 | 4 | 0.10% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Bienville Capital Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 4 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 4 |
Jackson Square Partners, LLC | 4 | 4 | 0.25% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Credit Capital Investments LLC | 3 | 1 | 0.33% | 0.58% | 0.78% | Q1 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Colony Family Offices, LLC | 4 | 4 | 0.19% | 0.22% | 0.26% | Q2 2022 | Q1 2023 | 4 |
Vontobel Swiss Wealth Advisors AG | 4 | 4 | 3.72% | 4.75% | 5.78% | Q3 2020 | Q2 2021 | 4 |
Financial Enhancement Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 4 |
Governors Lane LP | 4 | 4 | 0.60% | 1.74% | 2.66% | Q4 2022 | Q3 2023 | 4 |
Versor Investments LP | 2 | 1 | 0.07% | 0.14% | 0.20% | Q4 2016 | Q3 2022 | 4 |
PT ASSET MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.60% | 1.07% | Q4 2016 | Q2 2017 | 4 |
Ashburton (Jersey) Ltd | 4 | 4 | 0.04% | 1.20% | 2.04% | Q4 2022 | Q3 2023 | 4 |
Peak Financial Management, Inc. | 2 | 2 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q2 2023 | 4 |
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 4 | 4 | 1.08% | 1.90% | 2.62% | Q4 2022 | Q3 2023 | 4 |
Intrinsic Edge Capital Management LLC | 3 | 1 | 0.04% | 0.28% | 0.70% | Q4 2020 | Q1 2022 | 4 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q4 2022 | 4 |
First Capital Advisors Group, LLC. | 2 | 1 | 0.01% | 0.11% | 0.20% | Q1 2018 | Q2 2023 | 4 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 4 |
AustralianSuper Pty Ltd | 2 | 2 | 0.14% | 0.37% | 0.68% | Q1 2022 | Q3 2023 | 4 |
PERISCOPE CAPITAL INC. | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q1 2022 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Hunting Hill Global Capital, LLC | 2 | 1 | 0.13% | 9.64% | 22.51% | Q3 2021 | Q3 2022 | 4 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Founders Capital Management | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q4 2023 | 4 |
Geneva Partners, LLC | 2 | 1 | 0.15% | 0.75% | 1.17% | Q2 2020 | Q2 2023 | 4 |
MPS Loria Financial Planners, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
SYCOMORE ASSET MANAGEMENT | 2 | 2 | 0.01% | 0.88% | 1.83% | Q1 2022 | Q3 2023 | 4 |
LexAurum Advisors, LLC | 3 | 1 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q2 2023 | 4 |
Cypress Capital, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q2 2022 | 4 |
FINANCIAL LIFE ADVISORS | 4 | 4 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q1 2022 | 4 |
Congress Park Capital LLC | 2 | 1 | 0.12% | 0.17% | 0.28% | Q4 2017 | Q1 2023 | 4 |
Elephas Investment Management Ltd | 3 | 1 | 0.43% | 2.60% | 5.33% | Q1 2019 | Q1 2020 | 4 |
F3Logic, LLC | 2 | 2 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q2 2022 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.10% | 0.22% | 0.35% | Q2 2020 | Q1 2021 | 4 |
Principle Wealth Partners LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.13% | 2.75% | 4.37% | Q4 2019 | Q2 2021 | 4 |
Oak Thistle LLC | 2 | 1 | 0.41% | 0.50% | 0.58% | Q1 2022 | Q2 2023 | 4 |
Delta Investment Management, LLC | 1 | 1 | 0.86% | 0.93% | 0.99% | Q4 2019 | Q4 2021 | 4 |
Principal Street Partners, LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 4 |
ELEMENT POINTE ADVISORS, LLC | 4 | 4 | 0.14% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Kozak & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 4 |
Robertson Stephens Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.02% | 0.18% | 0.27% | Q4 2018 | Q3 2023 | 4 |
SAGE RHINO CAPITAL LLC | 3 | 1 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 4 |
Your Advocates Ltd., LLP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
NICOLET ADVISORY SERVICES, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 4 |
Beacon Harbor Wealth Advisors, Inc. | 3 | 1 | 1.17% | 1.53% | 1.99% | Q4 2020 | Q2 2022 | 4 |
Sheets Smith Investment Management | 3 | 1 | 1.34% | 1.64% | 1.96% | Q4 2020 | Q2 2022 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q4 2020 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.15% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Beaumont Asset Management, L.L.C. | 4 | 4 | 0.37% | 0.42% | 0.51% | Q2 2021 | Q1 2022 | 4 |
Austin Private Wealth, LLC | 3 | 3 | 0.00% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 4 |
Symphony Financial, Ltd. Co. | 2 | 2 | 0.09% | 0.15% | 0.25% | Q3 2020 | Q4 2021 | 4 |
Apella Capital, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2023 | 4 |
Indie Asset Partners, LLC | 4 | 4 | 0.25% | 0.28% | 0.34% | Q2 2021 | Q1 2022 | 4 |
Mattern Wealth Management LLC | 2 | 1 | 0.06% | 0.09% | 0.16% | Q3 2020 | Q3 2023 | 4 |
Petix & Botte Co | 2 | 1 | 0.08% | 0.09% | 0.09% | Q3 2021 | Q3 2023 | 4 |
Cadent Capital Advisors, LLC | 4 | 4 | 0.21% | 0.26% | 0.32% | Q2 2021 | Q1 2022 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 4 |
Capital Market Strategies LLC | 3 | 1 | 0.18% | 0.27% | 0.38% | Q4 2021 | Q4 2023 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.07% | 0.34% | 1.10% | Q3 2020 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Hiddenite Capital Partners LP | 4 | 4 | 0.45% | 1.32% | 2.54% | Q2 2022 | Q1 2023 | 4 |
MIZUHO MARKETS AMERICAS LLC | 4 | 4 | 0.20% | 0.28% | 0.40% | Q2 2022 | Q1 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 4 |
FWL INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.68% | 1.10% | Q4 2022 | Q3 2023 | 4 |
JAT Capital Mgmt LP | 2 | 2 | 0.64% | 4.49% | 6.74% | Q1 2022 | Q3 2023 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 4 |
Sterling Manor Financial, LLC | 4 | 4 | 0.32% | 0.52% | 0.89% | Q4 2021 | Q3 2022 | 4 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 4 | 4 | 0.02% | 0.23% | 0.36% | Q4 2022 | Q3 2023 | 4 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 4 | 4 | 2.02% | 3.40% | 4.14% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q2 2022 | 4 |
WCG Wealth Advisors LLC | 2 | 1 | 0.00% | 0.08% | 0.20% | Q2 2022 | Q3 2023 | 4 |
Piscataqua Savings Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 4 |
Caerus Investment Advisors, LLC | 4 | 4 | 0.23% | 0.35% | 0.47% | Q4 2021 | Q3 2022 | 4 |
Regency Capital Management Inc.\DE | 3 | 1 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 4 |
Prentice Wealth Management LLC | 2 | 2 | 0.06% | 0.13% | 0.19% | Q2 2021 | Q3 2023 | 4 |
C2C Wealth Management, LLC | 2 | 2 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q2 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.22% | 0.41% | 0.64% | Q4 2022 | Q3 2023 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.71% | 0.91% | 1.04% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 4 |
Taika Capital, LP | 4 | 4 | 1.45% | 3.67% | 4.92% | Q4 2021 | Q3 2022 | 4 |
Zenyatta Capital Management LP | 3 | 1 | 2.11% | 2.78% | 3.68% | Q1 2022 | Q1 2023 | 4 |
Strong Tower Advisory Services | 4 | 4 | 0.47% | 0.54% | 0.71% | Q1 2022 | Q4 2022 | 4 |
Herold Advisors, Inc. | 3 | 1 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q2 2023 | 4 |
Vahanian & Associates Financial Planning Inc. | 3 | 1 | 0.53% | 1.50% | 2.14% | Q4 2021 | Q3 2023 | 4 |
Peterson Financial Group, Inc. | 4 | 4 | 0.69% | 0.81% | 1.02% | Q4 2021 | Q3 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Stonegate Investment Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.32% | 0.63% | 1.03% | Q4 2022 | Q3 2023 | 4 |
GUERRA PAN ADVISORS, LLC | 3 | 1 | 0.26% | 0.29% | 0.33% | Q2 2022 | Q3 2023 | 4 |
Vienna Asset Management LLC | 4 | 4 | 0.30% | 1.94% | 4.78% | Q4 2021 | Q3 2022 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.70% | 0.84% | 1.00% | Q4 2022 | Q3 2023 | 4 |
KEYSTONE INVESTORS PTE LTD | 4 | 4 | 0.05% | 4.38% | 6.59% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.12% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Quantum Financial Advisors, LLC | 3 | 1 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.22% | 0.30% | 0.40% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.49% | 0.66% | 0.75% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Ritter Daniher Financial Advisory LLC / DE | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.07% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Greenfield Savings Bank | 4 | 4 | 0.13% | 0.17% | 0.22% | Q1 2023 | Q4 2023 | 4 |
Avala Global LP | 4 | 4 | 3.30% | 4.04% | 4.61% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Thematics Asset Management | 4 | 4 | 0.76% | 0.90% | 1.01% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.20% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.73% | 1.07% | 1.42% | Q4 2022 | Q3 2023 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 0.26% | 0.42% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.05% | 0.27% | 0.41% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.10% | 0.15% | 0.23% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 0.40% | 0.52% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.11% | 0.25% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.07% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 1.05% | 1.60% | 1.95% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.03% | 0.25% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Jessup Wealth Management, Inc | 4 | 4 | 0.59% | 1.63% | 3.15% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.68% | 0.92% | 1.07% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.28% | 0.38% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.43% | 0.74% | 1.00% | Q4 2022 | Q3 2023 | 4 |
LWMG, LLC | 4 | 4 | 0.22% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.14% | 0.21% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Manchester Global Management (UK) Ltd | 4 | 4 | 5.19% | 6.38% | 7.26% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.17% | 0.24% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 1.14% | 1.54% | 1.83% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.67% | 0.83% | 0.97% | Q4 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 0.15% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.23% | 0.34% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.41% | 0.57% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.18% | 0.39% | 0.64% | Q4 2022 | Q3 2023 | 4 |
PFS Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 4 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.00% | 0.12% | 0.26% | Q2 2017 | Q3 2019 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.16% | 0.28% | 0.36% | Q4 2022 | Q4 2023 | 4 |
OAK ASSOCIATES LTD /OH/ | 4 | 4 | 0.58% | 0.84% | 0.98% | Q4 2022 | Q3 2023 | 4 |
ROCKLAND TRUST CO | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Edgewood Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CAPITAL GROWTH MANAGEMENT LP | 2 | 1 | 0.33% | 1.40% | 2.71% | Q3 2016 | Q2 2019 | 4 |
LINCOLN CAPITAL CORP | 4 | 4 | 1.14% | 1.61% | 1.81% | Q4 2022 | Q3 2023 | 4 |
PARNASSUS INVESTMENTS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Invictus RG | 2 | 1 | 0.01% | 2.45% | 5.37% | Q3 2016 | Q4 2020 | 3 |
55I, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 3 |
XY Capital Ltd | 1 | 1 | 0.27% | 1.01% | 1.61% | Q2 2023 | Q2 2023 | 3 |
Hartford Funds Management Co LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 3 | 0.23% | 0.24% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Kamunting Street Capital Management, L.P. | 2 | 1 | 1.56% | 2.27% | 3.38% | Q1 2021 | Q3 2023 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.00% | 0.10% | 0.30% | Q2 2014 | Q3 2016 | 3 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 3 |
Selkirk Management LLC | 3 | 3 | 3.67% | 3.96% | 4.42% | Q1 2023 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ATHERTON LANE ADVISERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
First Affirmative Financial Network | 2 | 1 | 0.21% | 0.24% | 0.29% | Q4 2021 | Q4 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.23% | 0.25% | 0.26% | Q1 2023 | Q3 2023 | 3 |
WILLIAMS JONES & ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2017 | 3 |
FFT WEALTH MANAGEMENT LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Pensionmark Financial Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Bullseye Investment Management, LLC | 3 | 3 | 0.29% | 0.54% | 1.00% | Q4 2021 | Q2 2022 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Pure Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.00% | 0.05% | 0.13% | Q2 2022 | Q4 2022 | 3 |
Tuttle Capital Management, LLC | 2 | 1 | 0.13% | 0.26% | 0.40% | Q3 2016 | Q4 2020 | 3 |
Gratus Capital, LLC | 3 | 3 | 0.91% | 1.12% | 1.29% | Q1 2023 | Q3 2023 | 3 |
Onex Canada Asset Management Inc. | 3 | 3 | 0.19% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Eschler Asset Management LLP | 2 | 1 | 0.36% | 0.74% | 1.35% | Q1 2022 | Q2 2023 | 3 |
Cutler Capital Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Corton Capital Inc. | 2 | 1 | 0.18% | 0.26% | 0.31% | Q1 2022 | Q3 2023 | 3 |
Sapphire Star Partners LP | 3 | 3 | 0.18% | 0.22% | 0.25% | Q2 2017 | Q4 2017 | 3 |
Cedar Brook Financial Partners, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 3 |
HHLR ADVISORS, LTD. | 2 | 1 | 0.09% | 0.13% | 0.20% | Q3 2021 | Q2 2023 | 3 |
Ballew Advisors, Inc | 2 | 1 | 0.25% | 0.59% | 0.80% | Q4 2020 | Q4 2021 | 3 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.12% | 0.50% | 1.26% | Q4 2016 | Q1 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 3 |
Power Corp of Canada | 3 | 3 | 0.45% | 0.81% | 1.19% | Q1 2023 | Q3 2023 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q2 2021 | 3 |
Princeton Alpha Management LP | 2 | 1 | 0.03% | 0.09% | 0.17% | Q2 2014 | Q3 2016 | 3 |
STEELHEAD PARTNERS LLC | 3 | 3 | 0.03% | 0.07% | 0.12% | Q2 2019 | Q4 2019 | 3 |
Detwiler Fenton Investment Management LLC | 3 | 3 | 0.06% | 0.09% | 0.17% | Q4 2013 | Q2 2014 | 3 |
NF Trinity Capital (Hong Kong) Ltd | 3 | 3 | 0.34% | 0.36% | 0.39% | Q4 2017 | Q2 2018 | 3 |
WHALEROCK POINT PARTNERS, LLC | 2 | 1 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q2 2023 | 3 |
Fi3 FINANCIAL ADVISORS, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
EASTERLY INVESTMENT PARTNERS LLC | 3 | 3 | 0.23% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Ashfield Capital Partners, LLC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q1 2022 | Q3 2022 | 3 |
BlackRock Japan Co. Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Bruderman Asset Management, LLC | 3 | 3 | 0.00% | 0.05% | 0.08% | Q3 2018 | Q1 2019 | 3 |
CSM Advisors, LLC | 3 | 3 | 0.89% | 0.92% | 0.95% | Q1 2023 | Q3 2023 | 3 |
UBS OCONNOR LLC | 2 | 1 | 0.00% | 0.05% | 0.10% | Q2 2015 | Q2 2023 | 3 |
J.P. Marvel Investment Advisors, LLC | 3 | 3 | 0.42% | 0.44% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 3 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3 | 3 | 0.13% | 0.27% | 0.53% | Q2 2021 | Q4 2021 | 3 |
Berger Financial Group, Inc | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 3 | 3 | 1.01% | 1.18% | 1.30% | Q1 2023 | Q3 2023 | 3 |
360 Financial, Inc. | 3 | 3 | 0.10% | 0.12% | 0.15% | Q3 2021 | Q1 2022 | 3 |
Advisor OS, LLC | 2 | 1 | 0.03% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 3 |
GAM SYSTEMATIC LLP | 3 | 3 | 0.06% | 0.13% | 0.21% | Q2 2016 | Q4 2016 | 3 |
Bouchey Financial Group Ltd | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 3 |
Ruggie Capital Group | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 3 |
Cardinal Strategic Wealth Guidance | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
JMAC ENTERPRISES LLC | 3 | 3 | 0.08% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Crossvault Capital Management LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.18% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2021 | 3 |
Styrax Capital, LP | 3 | 3 | 2.96% | 4.05% | 4.61% | Q1 2023 | Q3 2023 | 3 |
CKW FINANCIAL GROUP | 2 | 1 | 0.00% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 3 |
ARMISTICE CAPITAL, LLC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q1 2022 | Q3 2022 | 3 |
FIFTHDELTA Ltd | 3 | 3 | 11.31% | 12.10% | 13.19% | Q2 2022 | Q4 2022 | 3 |
XTX Topco Ltd | 2 | 1 | 0.14% | 0.39% | 0.83% | Q3 2021 | Q3 2023 | 3 |
Kolinsky Wealth Management, LLC | 2 | 1 | 0.28% | 0.31% | 0.32% | Q4 2021 | Q3 2023 | 3 |
Highlander Partners, L.P. | 3 | 3 | 4.91% | 5.35% | 6.21% | Q1 2023 | Q3 2023 | 3 |
Spectrum Asset Management, Inc. (NB/CA) | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q4 2021 | 3 |
Newfound Research LLC | 2 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q4 2021 | 3 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.19% | 0.23% | 0.27% | Q1 2023 | Q3 2023 | 3 |
WADE G W & INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
MAGNOLIA CAPITAL ADVISORS LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q3 2021 | Q1 2022 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q2 2018 | 3 |
Delphia (USA) Inc. | 3 | 3 | 0.32% | 0.43% | 0.65% | Q4 2021 | Q2 2022 | 3 |
Eventide Asset Management | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q1 2021 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 3 | 0.20% | 0.32% | 0.41% | Q3 2021 | Q1 2022 | 3 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 3 | 3 | 0.00% | 0.07% | 0.20% | Q2 2017 | Q4 2017 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
JB Capital LLC | 2 | 1 | 0.06% | 0.13% | 0.24% | Q1 2022 | Q3 2023 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 0.28% | 0.29% | 0.31% | Q1 2023 | Q3 2023 | 3 |
VETAMER CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.61% | 0.90% | 1.45% | Q2 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
VIKING GLOBAL INVESTORS LP | 2 | 1 | 0.62% | 0.99% | 1.33% | Q3 2020 | Q4 2022 | 3 |
SURIENCE PRIVATE WEALTH LLC | 2 | 1 | 2.38% | 2.90% | 3.90% | Q4 2021 | Q2 2023 | 3 |
qPULA Trading Management LP | 1 | 1 | 1.39% | 1.71% | 2.00% | Q4 2020 | Q3 2022 | 3 |
Ardevora Asset Management LLP | 2 | 1 | 0.63% | 0.72% | 0.79% | Q1 2022 | Q3 2023 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.44% | 0.55% | 0.70% | Q2 2023 | Q4 2023 | 3 |
Wayfinding Financial, LLC | 3 | 3 | 0.24% | 0.25% | 0.26% | Q1 2023 | Q3 2023 | 3 |
NorthCoast Asset Management LLC | 3 | 3 | 0.07% | 0.12% | 0.22% | Q1 2021 | Q3 2021 | 3 |
SORA INVESTORS LLC | 1 | 1 | 1.61% | 4.10% | 7.35% | Q2 2022 | Q3 2023 | 3 |
Burns Matteson Capital Management, LLC | 3 | 3 | 0.30% | 0.47% | 0.65% | Q3 2021 | Q1 2022 | 3 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3 | 3 | 0.57% | 0.60% | 0.64% | Q1 2023 | Q3 2023 | 3 |
RiverFront Investment Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Trellis Advisors, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
TB Alternative Assets Ltd. | 1 | 1 | 0.34% | 0.48% | 0.74% | Q3 2017 | Q2 2023 | 3 |
FIRST NATIONAL BANK OF OMAHA | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
COASTLAND CAPITAL LLC | 2 | 1 | 0.11% | 0.15% | 0.17% | Q2 2013 | Q3 2014 | 3 |
Cartenna Capital, LP | 3 | 3 | 2.01% | 2.64% | 3.27% | Q2 2022 | Q4 2022 | 3 |
Kepos Capital LP | 2 | 1 | 0.04% | 0.35% | 0.91% | Q2 2019 | Q3 2023 | 3 |
Ten Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 3 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 3 | 3 | 0.70% | 0.82% | 1.00% | Q1 2023 | Q3 2023 | 3 |
Gateway Advisory, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.01% | 0.45% | 1.21% | Q1 2020 | Q4 2022 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.20% | 0.67% | 1.08% | Q1 2020 | Q2 2021 | 3 |
SP Asset Management | 3 | 3 | 0.40% | 0.47% | 0.55% | Q1 2022 | Q3 2022 | 3 |
OneAscent Financial Services LLC | 1 | 1 | 0.14% | 0.99% | 2.61% | Q3 2019 | Q3 2023 | 3 |
WHITE PINE CAPITAL LLC | 3 | 3 | 0.08% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
CAPITAL GUARDIAN TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.10% | 0.17% | 0.25% | Q2 2021 | Q4 2021 | 3 |
CastleKnight Management LP | 2 | 2 | 0.10% | 0.28% | 0.61% | Q2 2023 | Q3 2023 | 3 |
Cooper Financial Group | 2 | 1 | 0.06% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 3 |
Titan Capital Management, LLC /TX | 2 | 1 | 0.19% | 0.36% | 0.46% | Q3 2020 | Q4 2021 | 3 |
Haafor (Singapore) Pte. Ltd. | 3 | 3 | 1.08% | 1.40% | 1.65% | Q2 2020 | Q4 2020 | 3 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.11% | 0.18% | 0.30% | Q2 2023 | Q3 2023 | 3 |
Capital Bank & Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Abbot Financial Management, Inc. | 3 | 3 | 0.17% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Sage Capital Advisors,llc | 3 | 3 | 0.23% | 0.24% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Oxbow Capital Management (HK) Ltd | 3 | 3 | 20.17% | 23.85% | 25.94% | Q4 2022 | Q2 2023 | 3 |
CMG Global Holdings, LLC | 2 | 1 | 0.21% | 0.23% | 0.25% | Q3 2021 | Q3 2022 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 1.60% | 1.80% | 1.90% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.48% | 0.53% | 0.55% | Q1 2023 | Q3 2023 | 3 |
BFSG, LLC | 2 | 1 | 0.06% | 0.11% | 0.15% | Q3 2021 | Q4 2022 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.14% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Jacobsen Capital Management | 3 | 3 | 0.15% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Black Swift Group, LLC | 2 | 1 | 0.06% | 0.12% | 0.23% | Q2 2021 | Q2 2023 | 3 |
PRENTISS SMITH & CO INC | 2 | 1 | 0.16% | 0.17% | 0.19% | Q1 2022 | Q1 2023 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.15% | 0.25% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Warren Street Wealth Advisors, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Donoghue Forlines LLC | 2 | 1 | 0.19% | 0.27% | 0.35% | Q3 2018 | Q1 2022 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.21% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
AJO, LP | 3 | 3 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q3 2020 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.21% | 0.31% | 0.37% | Q1 2023 | Q3 2023 | 3 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q2 2023 | 3 |
LWM Advisory Services, LLC | 3 | 3 | 0.24% | 0.36% | 0.45% | Q4 2021 | Q2 2022 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Midwest Financial Group LLC | 3 | 3 | 3.73% | 3.85% | 4.01% | Q1 2023 | Q3 2023 | 3 |
Marcum Wealth, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 3 | 3 | 0.30% | 0.94% | 2.14% | Q3 2016 | Q1 2017 | 3 |
Sepio Capital, LP | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q4 2021 | 3 |
MMA ASSET MANAGEMENT LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q3 2020 | Q1 2021 | 3 |
SADOFF INVESTMENT MANAGEMENT LLC | 3 | 3 | 2.68% | 3.26% | 3.92% | Q1 2022 | Q3 2022 | 3 |
VIAWEALTH, LLC | 3 | 3 | 0.16% | 0.23% | 0.28% | Q4 2022 | Q2 2023 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Sandbar Asset Management LLP | 2 | 1 | 0.70% | 0.97% | 1.34% | Q4 2021 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Wealth Management Partners, LLC | 3 | 3 | 0.28% | 0.34% | 0.38% | Q1 2023 | Q3 2023 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Chiron Investment Management, LLC | 1 | 1 | 0.10% | 1.72% | 3.08% | Q3 2021 | Q3 2023 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q2 2021 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 |
SYQUANT CAPITAL SAS | 3 | 3 | 0.03% | 0.15% | 0.24% | Q4 2021 | Q2 2022 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 3 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q2 2019 | 3 |
B.O.S.S. Retirement Advisors, LLC | 3 | 3 | 0.05% | 0.24% | 0.39% | Q4 2022 | Q2 2023 | 3 |
Copperwynd Financial, LLC | 2 | 1 | 1.24% | 3.05% | 3.96% | Q4 2018 | Q3 2020 | 3 |
Oakwell Private Wealth Management, LLC | 2 | 1 | 0.11% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.09% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 3 |
WEXFORD CAPITAL LP | 1 | 1 | 0.04% | 0.05% | 0.07% | Q3 2016 | Q2 2022 | 3 |
Albar Capital Ltd | 2 | 1 | 0.22% | 4.55% | 8.39% | Q4 2022 | Q3 2023 | 3 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.00% | 0.07% | 0.17% | Q2 2016 | Q1 2017 | 3 |
Veery Capital, LLC | 3 | 3 | 0.22% | 0.27% | 0.35% | Q1 2023 | Q3 2023 | 3 |
CONNORS INVESTOR SERVICES INC | 3 | 3 | 1.04% | 1.15% | 1.30% | Q1 2023 | Q3 2023 | 3 |
Madison Wealth Partners, Inc | 3 | 3 | 0.12% | 0.13% | 0.15% | Q3 2021 | Q1 2022 | 3 |
San Luis Wealth Advisors LLC | 3 | 3 | 0.14% | 0.19% | 0.24% | Q1 2023 | Q3 2023 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2017 | 3 |
NICOLET BANKSHARES INC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2023 | 3 |
SOMA EQUITY PARTNERS LP | 2 | 1 | 2.77% | 3.10% | 3.71% | Q2 2022 | Q2 2023 | 3 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Tempus Wealth Planning, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Golden State Equity Partners | 2 | 1 | 0.16% | 0.29% | 0.37% | Q4 2020 | Q3 2023 | 3 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
JACOBS & CO/CA | 3 | 3 | 0.04% | 0.08% | 0.12% | Q1 2019 | Q3 2019 | 3 |
CCM INVESTMENT ADVISERS LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q2 2018 | Q4 2018 | 3 |
Stephens Consulting, LLC | 2 | 1 | 0.01% | 0.05% | 0.13% | Q4 2021 | Q3 2023 | 3 |
Waterloo Capital, L.P. | 2 | 1 | 0.07% | 0.15% | 0.30% | Q1 2020 | Q2 2023 | 3 |
IVORY INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.23% | 0.68% | 0.91% | Q1 2014 | Q3 2016 | 3 |
Catamount Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SHEPHERD KAPLAN KROCHUK, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
MARSICO CAPITAL MANAGEMENT LLC | 2 | 1 | 0.22% | 1.16% | 3.01% | Q1 2022 | Q2 2023 | 3 |
Creative Capital Management Investments LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Overbrook Management Corp | 3 | 3 | 2.56% | 3.44% | 4.13% | Q1 2023 | Q3 2023 | 3 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
CHELSEA COUNSEL CO | 2 | 1 | 0.03% | 0.10% | 0.18% | Q4 2021 | Q4 2022 | 3 |
Hoxton Planning & Management, LLC | 3 | 3 | 0.12% | 0.16% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Horizon Wealth Management, LLC | 3 | 3 | 0.77% | 1.08% | 1.31% | Q4 2021 | Q2 2022 | 3 |
Triangle Securities Wealth Management | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Modera Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
REYNOLDS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q4 2013 | 3 |
WNY Asset Management, LLC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q2 2023 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
Skylands Capital, LLC | 2 | 1 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q3 2022 | 3 |
Bristlecone Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Glaxis Capital Management, LLC | 1 | 1 | 0.77% | 2.85% | 6.49% | Q2 2019 | Q2 2023 | 3 |
Insight Holdings Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CEDAR CAPITAL, LLC | 3 | 3 | 0.12% | 0.14% | 0.18% | Q1 2020 | Q3 2020 | 3 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q3 2023 | 3 |
Madden Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 3 |
ANGLEPOINT ASSET MANAGEMENT, LTD. | 3 | 3 | 1.74% | 2.66% | 3.27% | Q3 2020 | Q1 2021 | 3 |
Virtus Investment Advisers, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q4 2017 | 3 |
VICUS CAPITAL | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
PHYSICIANS FINANCIAL SERVICES, INC. | 3 | 3 | 0.35% | 0.36% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Global Assets Advisory, LLC | 2 | 1 | 0.22% | 0.76% | 1.31% | Q2 2022 | Q3 2023 | 3 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.19% | 0.32% | 0.53% | Q3 2022 | Q3 2022 | 3 |
Robbins Farley | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 3 |
Highland Private Wealth Management | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
MAIRS & POWER INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
AGF MANAGEMENT LTD | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Soltis Investment Advisors LLC | 3 | 3 | 0.03% | 0.11% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 0.92% | 1.00% | 1.06% | Q4 2020 | Q2 2021 | 3 |
Coastwise Capital Group, LLC | 3 | 3 | 0.24% | 0.28% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Ignite Planners, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
COMMUNITY BANK SYSTEM, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Wealth Enhancement & Preservation of GA, LLC | 2 | 2 | 1.01% | 1.60% | 2.20% | Q2 2020 | Q3 2020 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 1.18% | 1.35% | 1.52% | Q2 2020 | Q3 2020 | 2 |
Impax Asset Management Group plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Dantai Capital Ltd | 2 | 2 | 0.84% | 1.80% | 2.75% | Q2 2023 | Q3 2023 | 2 |
Hixon Zuercher, LLC | 2 | 2 | 1.53% | 1.57% | 1.61% | Q2 2023 | Q3 2023 | 2 |
Amitell Capital Pte Ltd | 2 | 2 | 0.58% | 2.08% | 3.58% | Q4 2022 | Q1 2023 | 2 |
Trybe Capital Management LP | 2 | 2 | 6.76% | 7.15% | 7.53% | Q4 2020 | Q1 2021 | 2 |
Paul John Balson | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q4 2020 | 2 |
First Pacific Financial | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q1 2022 | 2 |
Howard Capital Management Inc. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
MANA Advisors LLC | 1 | 1 | 0.11% | 0.88% | 1.64% | Q4 2017 | Q2 2020 | 2 |
One01 Capital, LP | 2 | 2 | 6.51% | 7.10% | 7.69% | Q2 2021 | Q3 2021 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
AM INVESTMENT STRATEGIES LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.16% | 0.30% | 0.44% | Q4 2022 | Q2 2023 | 2 |
Monument Capital Management | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q2 2021 | 2 |
Signature Wealth Management Partners, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Tennessee Valley Asset Management Partners | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Gradient Capital Advisors, LLC | 2 | 2 | 0.10% | 0.20% | 0.29% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Bridgefront Capital, LLC | 2 | 2 | 0.20% | 0.28% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Aevitas Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
EAGLE GLOBAL ADVISORS LLC | 2 | 2 | 0.43% | 0.46% | 0.49% | Q2 2023 | Q3 2023 | 2 |
Diametric Capital, LP | 2 | 2 | 0.11% | 0.19% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Spearhead Capital Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Tabor Asset Management, LP | 2 | 2 | 2.12% | 2.34% | 2.55% | Q2 2021 | Q3 2021 | 2 |
Parplus Partners | 1 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q4 2019 | 2 |
Ninepoint Partners LP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
SCHRODERS IS Ltd | 2 | 2 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Shepherd Financial Partners LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Hapanowicz & Associates Financial Services, Inc | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Infini Master Fund | 1 | 1 | 0.18% | 1.25% | 2.31% | Q4 2020 | Q4 2021 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.01% | 0.05% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Collaborative Holdings Management LP | 2 | 2 | 1.52% | 3.11% | 4.71% | Q2 2023 | Q3 2023 | 2 |
First Bank & Trust | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.08% | 0.72% | 1.37% | Q4 2022 | Q3 2023 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.60% | 0.72% | 0.83% | Q2 2023 | Q3 2023 | 2 |
Lucha Capital Management, LP | 1 | 1 | 1.06% | 2.74% | 4.42% | Q2 2018 | Q1 2019 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.43% | 0.53% | 0.63% | Q1 2023 | Q3 2023 | 2 |
Syverson Strege & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fairbanks Capital Management, Inc. | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Kensington Investment Counsel, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Colonial River Wealth Management, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Thrive Capital Management, LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Blue Pool Management Ltd. | 1 | 1 | 0.39% | 1.78% | 3.17% | Q2 2019 | Q1 2021 | 2 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.61% | 1.74% | 1.88% | Q4 2021 | Q1 2022 | 2 |
Simmons Bank | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q2 2023 | 2 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q4 2021 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.08% | 0.19% | 0.31% | Q4 2022 | Q3 2023 | 2 |
Lynwood Capital Management Inc. | 2 | 2 | 2.70% | 3.16% | 3.61% | Q2 2023 | Q3 2023 | 2 |
Garda Capital Partners LP | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 2 |
BRILLIANCE ASSET MANAGEMENT LTD | 1 | 1 | 0.05% | 6.92% | 13.78% | Q2 2020 | Q3 2023 | 2 |
Key Square Capital Management LLC | 1 | 1 | 2.32% | 3.48% | 4.64% | Q1 2020 | Q1 2022 | 2 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 0.15% | 0.26% | 0.38% | Q4 2021 | Q2 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Deane Retirement Strategies, Inc. | 1 | 1 | 0.69% | 1.05% | 1.40% | Q1 2023 | Q3 2023 | 2 |
Appaloosa LP | 2 | 2 | 4.62% | 4.75% | 4.88% | Q2 2023 | Q3 2023 | 2 |
Community Bank & Trust, Waco, Texas | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q2 2023 | 2 |
NIPPON LIFE INSURANCE CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 1.17% | 2.51% | 3.84% | Q2 2022 | Q1 2023 | 2 |
Hayden Royal, LLC | 2 | 2 | 0.66% | 0.76% | 0.86% | Q2 2020 | Q3 2020 | 2 |
Prostatis Group LLC | 1 | 1 | 0.33% | 0.33% | 0.34% | Q1 2020 | Q3 2020 | 2 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.37% | 0.56% | 0.75% | Q1 2022 | Q3 2022 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Amerigo Asset Management | 2 | 2 | 31.86% | 46.18% | 60.50% | Q2 2018 | Q3 2018 | 2 |
Deuterium Capital Management, LLC | 1 | 1 | 0.44% | 2.14% | 3.83% | Q4 2021 | Q2 2023 | 2 |
Garelick Capital Partners, LP | 2 | 2 | 2.77% | 3.05% | 3.34% | Q2 2017 | Q3 2017 | 2 |
Elgethun Capital Management | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Covea Finance | 2 | 2 | 0.66% | 0.70% | 0.74% | Q3 2023 | Q4 2023 | 2 |
BKS ADVISORS, LLC | 2 | 2 | 0.10% | 0.13% | 0.15% | Q4 2018 | Q1 2019 | 2 |
PHILADELPHIA TRUST CO | 2 | 2 | 0.10% | 0.12% | 0.13% | Q4 2020 | Q1 2021 | 2 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2022 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 0.05% | 0.22% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Keystone Wealth Services, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Taylor Frigon Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.19% | 0.32% | 0.44% | Q2 2014 | Q1 2018 | 2 |
Goldstream Capital Management Ltd | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Crescent Park Management, L.P. | 2 | 2 | 1.46% | 1.51% | 1.55% | Q2 2022 | Q3 2022 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q1 2022 | 2 |
Exos TFP Holdings LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Melvin Capital Management LP | 2 | 2 | 0.86% | 1.15% | 1.44% | Q3 2020 | Q4 2020 | 2 |
Ulrich Consultants & Investment Group, LLC | 2 | 2 | 1.20% | 1.30% | 1.40% | Q2 2022 | Q3 2022 | 2 |
AM Squared Ltd | 2 | 2 | 2.07% | 2.81% | 3.56% | Q4 2022 | Q1 2023 | 2 |
WESTWOOD MANAGEMENT CORP /IL/ | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
THIRD AVENUE MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Independent Wealth Network Inc. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q2 2023 | 2 |
FORMULA GROWTH LTD | 1 | 1 | 1.10% | 1.23% | 1.35% | Q4 2017 | Q2 2018 | 2 |
HARBERT FUND ADVISORS, INC. | 2 | 2 | 1.28% | 1.60% | 1.92% | Q2 2023 | Q3 2023 | 2 |
BARDIN HILL MANAGEMENT PARTNERS LP | 2 | 2 | 0.01% | 0.12% | 0.22% | Q3 2021 | Q4 2021 | 2 |
Quad Capital Management Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Freemont Management S.A. | 2 | 2 | 1.31% | 1.34% | 1.38% | Q2 2023 | Q3 2023 | 2 |
Amplius Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Abacus Planning Group, Inc. | 1 | 1 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q1 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.16% | 0.23% | 0.30% | Q4 2022 | Q1 2023 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 0.80% | 0.84% | 0.88% | Q1 2022 | Q2 2022 | 2 |
American Trust | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Blue Edge Capital, LLC | 2 | 2 | 0.55% | 0.57% | 0.58% | Q2 2023 | Q3 2023 | 2 |
UDINE WEALTH MANAGEMENT, INC. | 2 | 2 | 1.46% | 2.03% | 2.60% | Q1 2023 | Q2 2023 | 2 |
AHL Partners LLP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2017 | 2 |
Sonora Investment Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Shellback Capital, LP | 1 | 1 | 0.18% | 1.08% | 1.99% | Q3 2016 | Q3 2023 | 2 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 2 | 2 | 0.37% | 0.77% | 1.17% | Q3 2014 | Q4 2014 | 2 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.02% | 0.25% | 0.49% | Q1 2022 | Q1 2023 | 2 |
COOK WEALTH MANAGEMENT GROUP LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q2 2022 | 2 |
Investment Advisory Group, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.07% | 0.11% | Q4 2021 | Q2 2022 | 2 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.48% | 0.72% | 0.96% | Q1 2014 | Q4 2017 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
1492 Capital Management LLC | 1 | 1 | 0.11% | 0.12% | 0.13% | Q3 2017 | Q2 2023 | 2 |
First Farmers & Merchants Bank / Trust | 2 | 2 | 0.28% | 0.32% | 0.35% | Q1 2022 | Q2 2022 | 2 |
New England Private Wealth Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
BIVIN & ASSOCIATES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Index Management Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
Cumberland Partners Ltd | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q2 2022 | 2 |
DLD Asset Management, LP | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2018 | Q1 2019 | 2 |
SPRINGS CAPITAL (HONG KONG) Ltd | 1 | 1 | 0.79% | 0.80% | 0.80% | Q4 2021 | Q3 2022 | 2 |
Paragon Capital Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 2 |
Columbia Pacific Advisors, LLC | 1 | 1 | 0.25% | 0.76% | 1.27% | Q2 2013 | Q3 2017 | 2 |
AlphaCentric Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 2 |
SIENA CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.59% | 1.18% | Q1 2022 | Q1 2023 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2022 | Q3 2023 | 2 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 2 |
DC Investments Management, LLC | 1 | 1 | 0.23% | 0.76% | 1.29% | Q4 2019 | Q4 2021 | 2 |
QUENTEC ASSET MANAGEMENT LLC | 2 | 2 | 0.13% | 0.26% | 0.40% | Q3 2017 | Q4 2017 | 2 |
JS Capital Management LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q1 2021 | 2 |
Gilman Hill Asset Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
BAINCO INTERNATIONAL INVESTORS | 2 | 2 | 0.53% | 0.78% | 1.03% | Q3 2020 | Q4 2020 | 2 |
Glovista Investments LLC | 1 | 1 | 0.06% | 0.13% | 0.20% | Q1 2015 | Q4 2020 | 2 |
TODD ASSET MANAGEMENT LLC | 1 | 1 | 0.34% | 0.36% | 0.39% | Q4 2018 | Q2 2022 | 2 |
Infini Capital Management Ltd | 1 | 1 | 0.18% | 1.25% | 2.31% | Q4 2020 | Q4 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Triasima Portfolio Management inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Tevis Investment Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.04% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Lone Pine Capital | 2 | 2 | 2.42% | 2.49% | 2.57% | Q4 2022 | Q1 2023 | 2 |
Western Financial Corp/CA | 2 | 2 | 0.51% | 0.79% | 1.06% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
WESTERN FINANCIAL Corp | 2 | 2 | 0.72% | 0.73% | 0.75% | Q4 2021 | Q1 2022 | 2 |
CARLSON CAPITAL L P | 2 | 2 | 0.09% | 0.14% | 0.19% | Q3 2021 | Q4 2021 | 2 |
RIA Advisory Group LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q2 2023 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.34% | 0.42% | 0.50% | Q4 2022 | Q1 2023 | 2 |
Artal Group S.A. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Fidelis Capital Partners, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 2 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 2 | 2 | 0.32% | 0.40% | 0.47% | Q1 2018 | Q2 2018 | 2 |
Value Aligned Research Advisors, LLC | 2 | 2 | 8.51% | 8.53% | 8.54% | Q2 2023 | Q3 2023 | 2 |
MARTINGALE ASSET MANAGEMENT L P | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
CORA CAPITAL ADVISORS LLC | 2 | 2 | 0.88% | 0.92% | 0.97% | Q2 2023 | Q3 2023 | 2 |
Third Point | 2 | 2 | 1.60% | 1.80% | 2.00% | Q1 2023 | Q2 2023 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TFB Advisors LLC | 2 | 2 | 0.22% | 0.23% | 0.23% | Q1 2023 | Q2 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Longbow Finance SA | 2 | 2 | 0.99% | 1.10% | 1.20% | Q1 2023 | Q2 2023 | 2 |
SCGE MANAGEMENT, L.P. | 2 | 2 | 3.76% | 3.77% | 3.78% | Q2 2023 | Q3 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
BRANDES INVESTMENT PARTNERS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.22% | 0.38% | 0.54% | Q2 2020 | Q3 2020 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.32% | 0.40% | 0.49% | Q2 2023 | Q3 2023 | 2 |
GARDNER LEWIS ASSET MANAGEMENT L P | 2 | 2 | 0.27% | 0.28% | 0.29% | Q1 2023 | Q2 2023 | 2 |
Buck Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Duquesne Family Office | 2 | 2 | 0.99% | 1.19% | 1.40% | Q4 2022 | Q1 2023 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.49% | 0.51% | 0.52% | Q2 2023 | Q3 2023 | 2 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2023 | 2 |
National Wealth Management Group, LLC | 1 | 1 | 0.21% | 0.33% | 0.45% | Q2 2022 | Q2 2023 | 2 |
KENNEDY INVESTMENT GROUP | 2 | 2 | 0.13% | 0.22% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.22% | 0.56% | 0.90% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ELEVATUS WELATH MANAGEMENT | 2 | 2 | 0.68% | 1.18% | 1.68% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 1.16% | 1.17% | 1.17% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.12% | 0.17% | 0.22% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.27% | 0.29% | 0.32% | Q2 2023 | Q3 2023 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.60% | 0.68% | 0.77% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Prosperity Financial Group, Inc. | 2 | 2 | 0.22% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Angeles Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Peoples Bank/KS | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2023 | Q4 2023 | 2 |
Nokota Management, LP | 2 | 2 | 0.39% | 0.91% | 1.43% | Q3 2019 | Q4 2019 | 2 |
CMT Asset Management Ltd | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CNA FINANCIAL CORP | 2 | 2 | 2.74% | 3.74% | 4.73% | Q1 2023 | Q2 2023 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Lyons Wealth Management, LLC. | 2 | 2 | 1.60% | 1.69% | 1.78% | Q2 2019 | Q3 2019 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
LMR Master Fund Ltd | 2 | 2 | 0.01% | 0.11% | 0.22% | Q2 2013 | Q3 2013 | 2 |
DEERE & CO | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q2 2014 | 2 |
EAM Investors, LLC | 2 | 2 | 0.38% | 0.39% | 0.39% | Q2 2016 | Q3 2016 | 2 |
1ST SOURCE BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FIRST AMERICAN TRUST, FSB | 2 | 2 | 0.49% | 0.50% | 0.52% | Q2 2023 | Q3 2023 | 2 |
DW Partners, LP | 2 | 2 | 0.59% | 1.09% | 1.59% | Q2 2013 | Q3 2013 | 2 |
Decatur Capital Management, Inc. | 1 | 1 | 0.13% | 0.14% | 0.15% | Q2 2021 | Q4 2021 | 2 |
Accuvest Global Advisors | 2 | 2 | 0.14% | 0.22% | 0.30% | Q4 2021 | Q1 2022 | 2 |
SHAKER INVESTMENTS LLC/OH | 2 | 2 | 0.37% | 0.40% | 0.43% | Q1 2022 | Q2 2022 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.54% | 0.60% | 0.66% | Q2 2022 | Q3 2022 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 2 |
LOEWS CORP | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Voleon Capital Management LP | 2 | 2 | 0.41% | 0.69% | 0.97% | Q2 2019 | Q3 2019 | 2 |
EMG Holdings, L.P. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q2 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Valiant Capital Management, L.P. | 2 | 2 | 3.12% | 3.26% | 3.39% | Q2 2023 | Q3 2023 | 2 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2018 | 2 |
BRIDGES INVESTMENT MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.18% | 0.36% | Q3 2013 | Q1 2022 | 2 |
GUARDIAN INVESTOR SERVICES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Loeb Offshore Management LP | 1 | 1 | 0.01% | 0.07% | 0.13% | Q2 2014 | Q2 2014 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.09% | 0.14% | 0.20% | Q4 2014 | Q1 2015 | 2 |
Busey Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.93% | 0.93% | 0.94% | Q4 2022 | Q3 2023 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 2 | 2 | 0.21% | 0.28% | 0.35% | Q1 2014 | Q2 2014 | 2 |
Choate Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
CHICAGO FUNDAMENTAL INVESTMENT PARTNERS, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2013 | Q3 2013 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BECKER CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Stockman Wealth Management, Inc. | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 2 |
MUNDER CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
ALPHASIMPLEX GROUP, LLC | 2 | 2 | 0.13% | 0.16% | 0.20% | Q2 2020 | Q3 2020 | 2 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.05% | 0.07% | 0.09% | Q4 2016 | Q1 2018 | 2 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 2 | 2 | 0.21% | 0.74% | 1.27% | Q2 2017 | Q3 2017 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Smithwood Advisers, L.P. | 2 | 2 | 0.22% | 0.23% | 0.23% | Q3 2013 | Q4 2013 | 2 |
Maryland Capital Management | 2 | 2 | 1.05% | 1.12% | 1.20% | Q2 2022 | Q3 2022 | 2 |
COUNTRY CLUB BANK /GFN | 1 | 1 | 0.02% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 2 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 3.73% | 3.81% | 3.90% | Q2 2023 | Q4 2023 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 2 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2023 | 2 |
Private Capital Advisors, Inc. | 1 | 1 | 0.03% | 0.21% | 0.39% | Q4 2021 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
TCW GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 2 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Baldwin Investment Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2022 | 2 |
RMB Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Westend Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Impala Asset Management LLC | 2 | 2 | 0.22% | 0.25% | 0.29% | Q2 2016 | Q3 2016 | 2 |
CALDWELL & ORKIN INC | 1 | 1 | 0.50% | 0.58% | 0.67% | Q2 2013 | Q1 2017 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.23% | 0.26% | 0.29% | Q3 2021 | Q4 2021 | 2 |
Pine River Capital Management L.P. | 2 | 2 | 0.06% | 0.19% | 0.32% | Q3 2016 | Q4 2016 | 2 |
Bell Bank | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.07% | 0.13% | 0.19% | Q3 2014 | Q1 2017 | 2 |
TIFF ADVISORY SERVICES, LLC | 2 | 2 | 0.39% | 0.57% | 0.75% | Q1 2023 | Q2 2023 | 2 |
WRAPMANAGER INC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
STEADFAST CAPITAL MANAGEMENT LP | 2 | 2 | 0.23% | 0.66% | 1.09% | Q3 2022 | Q4 2022 | 2 |
Belmont Capital, LLC | 2 | 2 | 0.62% | 0.67% | 0.72% | Q2 2023 | Q3 2023 | 2 |
Karani Asset Management LLC | 2 | 2 | 0.42% | 0.44% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 2 |
Aperture Investors, LLC | 1 | 1 | 0.33% | 0.42% | 0.50% | Q3 2020 | Q2 2023 | 2 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 2 |
NAN FUNG TRINITY (HK) Ltd | 2 | 2 | 2.59% | 3.25% | 3.92% | Q2 2023 | Q3 2023 | 2 |
KFA Private Wealth Group, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
BERKLEY W R CORP | 1 | 1 | 0.00% | 0.40% | 0.80% | Q3 2023 | Q3 2023 | 2 |
PRIVATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q2 2022 | 2 |
MBE Wealth Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Financial Strategies Group, Inc. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2020 | Q4 2020 | 2 |
Pacific Edge Advisors, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Aspex Management (HK) Ltd | 2 | 2 | 4.37% | 5.77% | 7.17% | Q2 2023 | Q3 2023 | 2 |
Chronos Wealth Management, LLC | 1 | 1 | 0.14% | 0.16% | 0.17% | Q4 2020 | Q4 2021 | 2 |
Frisch Financial Group, Inc. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Hummer Financial Advisory Services Inc | 2 | 2 | 0.25% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.03% | 0.14% | 0.25% | Q2 2021 | Q3 2023 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.03% | 0.08% | 0.13% | Q1 2022 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Landsberg, Bennett, & Dubbaneh LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2018 | Q1 2019 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.22% | 0.27% | 0.32% | Q2 2020 | Q3 2020 | 2 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 1.17% | 2.34% | Q1 2022 | Q4 2022 | 2 |
Ariose Capital Management Ltd | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2020 | Q1 2020 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Callan Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Valliance Asset Management Ltd | 1 | 1 | 7.59% | 7.59% | 7.59% | Q3 2023 | Q3 2023 | 1 |
Numerai GP LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
XN LP | 1 | 1 | 1.98% | 1.98% | 1.98% | Q3 2023 | Q3 2023 | 1 |
Johnson & White Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
CLOVERFIELDS CAPITAL GROUP, LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Watershed Asset Management, L.L.C. | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2023 | Q1 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MBL Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GENDELL JEFFREY L | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Epoch Investment Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2020 | Q4 2020 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
DigitalBridge Group, Inc. | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2017 | Q3 2017 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WELCH & FORBES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Olistico Wealth, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q3 2021 | Q3 2021 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
PartnerRe Asset Management CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Heritage Wealth Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Kite Lake Capital Management (UK) LLP | 1 | 1 | 10.79% | 10.79% | 10.79% | Q4 2021 | Q4 2021 | 1 |
COMMUNITY TRUST & INVESTMENT CO | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2023 | Q3 2023 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
INGALLS & SNYDER LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2020 | Q4 2020 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BOSTON FAMILY OFFICE LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
D1 Capital Partners L.P. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
FARR MILLER & WASHINGTON LLC/DC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Monaco Asset Management SAM | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2019 | Q4 2019 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 2.72% | 2.72% | 2.72% | Q2 2021 | Q2 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WATERSHED PRIVATE WEALTH LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2017 | Q1 2017 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2018 | Q2 2018 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Polianta Ltd | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2023 | Q2 2023 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2016 | Q3 2016 | 1 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SCOPIA CAPITAL MANAGEMENT LP | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2023 | Q3 2023 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
SILVERLAKE WEALTH MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
St. Louis Financial Planners Asset Management, LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q4 2023 | Q4 2023 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
RBF Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
True Capital Management | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
UG Investment Advisers Ltd. | 1 | 1 | 2.46% | 2.46% | 2.46% | Q3 2023 | Q3 2023 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Rinkey Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2023 | Q2 2023 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BENNETT SELBY INVESTMENTS LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Hel Ved Capital Management Ltd | 1 | 1 | 2.64% | 2.64% | 2.64% | Q2 2023 | Q2 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Fidato Wealth LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
StrongBox Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2023 | Q4 2023 | 1 |
TLP GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SANDER CAPITAL ADVISORS INC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Rossmore Private Capital | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Clio Asset Management LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2023 | Q2 2023 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 3.74% | 3.74% | 3.74% | Q3 2019 | Q3 2019 | 1 |
Kure Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Michael S. Ryan, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2023 | Q4 2023 | 1 |
FACTORY MUTUAL INSURANCE CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Wellspring Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Lloyds Banking Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
JANA PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Privium Fund Management B.V. | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2022 | Q3 2022 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
Fore Capital, LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q3 2018 | Q3 2018 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
CGC Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WASHBURN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2021 | Q1 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
REBALANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Aurora Investment Managers, LLC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2023 | Q3 2023 | 1 |
Savoie Capital LLC | 1 | 1 | 3.57% | 3.57% | 3.57% | Q3 2023 | Q3 2023 | 1 |
DENVER INVESTMENT ADVISORS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
SYLEBRA CAPITAL LLC | 1 | 1 | 12.09% | 12.09% | 12.09% | Q3 2023 | Q3 2023 | 1 |
Genus Capital Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
AKUNA SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Penn Capital Management Company, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Absolute Return Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
USCA RIA LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
RWC Asset Management LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Horizon Kinetics | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
EWA, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2020 | Q1 2020 | 1 |
Nichols Asset Management LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2015 | Q2 2015 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
New Vernon Capital Holdings II LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2020 | Q1 2020 | 1 |
Meru Capital Group, LP | 1 | 1 | 9.09% | 9.09% | 9.09% | Q3 2017 | Q3 2017 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Bronson Point Management LLC | 1 | 1 | 4.81% | 4.81% | 4.81% | Q2 2021 | Q2 2021 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Ashler Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Contour Asset Management LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q4 2020 | Q4 2020 | 1 |
SG Capital Management LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2020 | Q2 2020 | 1 |
TCF National Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
BWCP, LP | 1 | 1 | 1.96% | 1.96% | 1.96% | Q2 2023 | Q2 2023 | 1 |
Truxt Investmentos Ltda. | 1 | 1 | 2.00% | 2.00% | 2.00% | Q3 2022 | Q3 2022 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Berkshire Bank | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Truadvice, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
Anson Funds Management LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2016 | Q3 2016 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
First Long Island Investors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
Hilltop Park Associates LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2016 | Q3 2016 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Meridian Financial Partners LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2023 | Q3 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CYPRESS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Roc Capital Management, L.P. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q1 2020 | Q1 2020 | 1 |
Private Wealth Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Leap Investments LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2020 | Q2 2020 | 1 |
FIRST MERCHANTS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Winton Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Manning & Napier Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CQS (US), LLC | 1 | 1 | 3.65% | 3.65% | 3.65% | Q4 2019 | Q4 2019 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
Fosun International Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2016 | Q2 2016 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2015 | Q2 2015 | 1 |
PFM Health Sciences, LP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2019 | Q3 2019 | 1 |
1776 Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2019 | Q3 2019 | 1 |
E Fund Management (Hong Kong) Co., Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Hotaling Investment Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2022 | Q3 2022 | 1 |
Truepoint, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
United Capital Management of KS, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
MERIDIAN INVESTMENT COUNSEL INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bracebridge Capital, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
White Elm Capital, LLC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q3 2019 | Q3 2019 | 1 |
Lisanti Capital Growth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
ACUITY INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
ABEILLE ASSET MANAGEMENT SA | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2022 | Q4 2022 | 1 |
Vision Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Matrix Capital Management Company, LP | 1 | 1 | 4.75% | 4.75% | 4.75% | Q1 2022 | Q1 2022 | 1 |
Harvey Partners, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2016 | Q2 2016 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
One68 Global Capital, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2020 | Q4 2020 | 1 |
Aequim Alternative Investments LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
MQS Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
Blackstone Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
VERTEX ONE ASSET MANAGEMENT INC. | 1 | 1 | 2.96% | 2.96% | 2.96% | Q3 2018 | Q3 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 |
Tradeworx Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2021 | Q4 2021 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
L. Roy Papp & Associates, LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
MAK CAPITAL ONE LLC | 1 | 1 | 2.25% | 2.25% | 2.25% | Q3 2013 | Q3 2013 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
OGBORNE CAPITAL MANAGEMENT, LLC | 1 | 1 | 15.64% | 15.64% | 15.64% | Q2 2023 | Q2 2023 | 1 |
Distillate Capital Partners LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2022 | Q4 2022 | 1 |
Mosaic Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Alta Park Capital, LP | 1 | 1 | 3.12% | 3.12% | 3.12% | Q3 2023 | Q3 2023 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Rosenbaum Jay D. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Clear Sky Advisers, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q2 2023 | Q2 2023 | 1 |
ADVANCE CAPITAL I INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2013 | Q4 2013 | 1 |
ENZI WEALTH | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Del-Sette Capital Management, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2022 | Q3 2022 | 1 |
HM Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2022 | Q1 2022 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2021 | Q3 2021 | 1 |
Riverwater Partners LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Palliser Capital (UK) Ltd | 1 | 1 | 1.95% | 1.95% | 1.95% | Q1 2022 | Q1 2022 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
One Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Monashee Investment Management LLC | 1 | 1 | 3.35% | 3.35% | 3.35% | Q3 2016 | Q3 2016 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 4.76% | 4.76% | 4.76% | Q3 2022 | Q3 2022 | 1 |
FCF Advisors LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2022 | Q1 2022 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
RKL Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 1 |
Baker Ellis Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
American Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Crestmont Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
JACOBSON & SCHMITT ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2021 | Q4 2021 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
EUDAIMONIA ADVISORS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 1.75% | 1.75% | 1.75% | Q3 2023 | Q3 2023 | 1 |
CAPITAL PERFORMANCE ADVISORS LLP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Clearline Capital LP | 1 | 1 | 1.85% | 1.85% | 1.85% | Q3 2023 | Q3 2023 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2014 | Q1 2014 | 1 |
Atika Capital Management LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2023 | Q1 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Plancorp, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ADELL HARRIMAN & CARPENTER INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Amplify Investments, LLC | 1 | 1 | 3.30% | 3.30% | 3.30% | Q1 2018 | Q1 2018 | 1 |
TCG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2022 | Q1 2022 | 1 |
Full Sail Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Aldebaran Financial Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2014 | Q2 2014 | 1 |
Friedenthal Financial | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q2 2023 | 1 |
Silicon Valley Community Foundation | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Somerset Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
IRON Financial LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
McGowan Group Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Cambridge Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
EA Series Trust | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Carson Advisory Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2019 | Q3 2019 | 1 |
Prudence Investment Management (Hong Kong) Ltd. | 1 | 1 | 4.62% | 4.62% | 4.62% | Q2 2022 | Q2 2022 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
BOLTON LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2013 | Q4 2013 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Interval Partners, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
BIP Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Miura Global Management | 1 | 1 | 2.04% | 2.04% | 2.04% | Q2 2023 | Q2 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
DELTA LLOYD NV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Mass Ave Global Inc. | 1 | 1 | 3.06% | 3.06% | 3.06% | Q3 2022 | Q3 2022 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
RAY GERALD L & ASSOCIATES LTD | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2017 | Q3 2017 | 1 |
Geduld E E | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2016 | Q3 2016 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Twin Securities, Inc. | 1 | 1 | 10.74% | 10.74% | 10.74% | Q4 2021 | Q4 2021 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2023 | Q2 2023 | 1 |
Carlson Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
DeepCurrents Investment Group LLC | 1 | 1 | 2.31% | 2.31% | 2.31% | Q2 2023 | Q2 2023 | 1 |
NatWest Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2020 | Q3 2020 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Lyon Street Capital, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2020 | Q3 2020 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2023 | Q2 2023 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
Jetstream Capital LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q3 2022 | Q3 2022 | 1 |
Vantage Financial Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Kerrisdale Advisers, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
BSN Capital Partners Ltd | 1 | 1 | 1.57% | 1.57% | 1.57% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2014 | Q4 2014 | 1 |
High Falls Advisors, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
WILMINGTON TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Palestra Capital Management LLC | 1 | 1 | 3.01% | 3.01% | 3.01% | Q4 2020 | Q4 2020 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Brown Shipley& Co Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
South Shore Capital Advisors | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2021 | Q1 2021 | 1 |
Telos Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
SMITH CHAS P & ASSOCIATES PA CPAS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
London & Capital Asset Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
RICHELIEU GESTION SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TD Securities (USA) LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
SignalPoint Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Cambridge Financial Group, Inc. | 1 | 1 | 2.56% | 2.56% | 2.56% | Q1 2022 | Q1 2022 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Aletheian Wealth Advisors LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2023 | Q2 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Manitou Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MA Private Wealth | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Airain ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2014 | Q3 2014 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 1.68% | 1.68% | 1.68% | Q4 2021 | Q4 2021 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Slate Path Capital LP | 1 | 1 | 3.23% | 3.23% | 3.23% | Q2 2023 | Q2 2023 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ARISTEIA CAPITAL, L.L.C. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2016 | Q3 2016 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
Saltoro Capital, LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
JDC-JSC L.P. | 1 | 1 | 1.77% | 1.77% | 1.77% | Q3 2020 | Q3 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Filament LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2014 | Q4 2014 | 1 |
Tenere Capital LLC | 1 | 1 | 3.98% | 3.98% | 3.98% | Q4 2022 | Q4 2022 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sterling Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Empire Capital Management, L.L.C. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Greenwoods Asset Management Hong Kong Ltd. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2023 | Q2 2023 | 1 |
Index Fund Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 1.38% | 1.38% | 1.38% | Q3 2023 | Q3 2023 | 1 |
INVICTUS PRIVATE WEALTH, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
F&C Asset Management plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WESTERLY CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.62% | 3.62% | 3.62% | Q3 2023 | Q3 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
EMC Capital Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Citizens Business Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
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This page lists all the filers that currently own ADVANCED MICRO DEVICES INC or have owned ADVANCED MICRO DEVICES INC in the past.