Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HSBC HOLDINGS PLC | 37 | 37 | 0.00% | 1.47% | 11.79% | Q3 2014 | Q3 2023 | 116 |
BARCLAYS PLC | 37 | 37 | 0.00% | 0.29% | 1.75% | Q3 2014 | Q3 2023 | 111 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37 | 37 | 0.00% | 0.38% | 1.09% | Q3 2014 | Q3 2023 | 111 |
GOLDMAN SACHS GROUP INC | 37 | 37 | 0.01% | 0.32% | 1.55% | Q3 2014 | Q3 2023 | 111 |
D. E. Shaw & Co., Inc. | 37 | 37 | 0.00% | 0.23% | 1.31% | Q3 2014 | Q3 2023 | 110 |
CITIGROUP INC | 37 | 37 | 0.00% | 0.24% | 0.95% | Q3 2014 | Q3 2023 | 109 |
UBS Group AG | 36 | 36 | 0.02% | 0.25% | 1.33% | Q4 2014 | Q3 2023 | 108 |
ROYAL BANK OF CANADA | 37 | 37 | 0.00% | 0.16% | 0.76% | Q3 2014 | Q3 2023 | 104 |
Parallax Volatility Advisers, L.P. | 37 | 37 | 0.00% | 0.30% | 0.86% | Q3 2014 | Q3 2023 | 99 |
JANE STREET GROUP, LLC | 37 | 37 | 0.01% | 0.41% | 1.82% | Q3 2014 | Q3 2023 | 99 |
Jefferies Group LLC | 33 | 33 | 0.00% | 0.27% | 3.26% | Q3 2014 | Q3 2022 | 96 |
Citadel Advisors | 37 | 37 | 0.00% | 0.28% | 0.90% | Q3 2014 | Q3 2023 | 94 |
MILLENNIUM MANAGEMENT LLC | 37 | 37 | 0.00% | 0.22% | 1.97% | Q3 2014 | Q3 2023 | 94 |
Cutler Group LLC / CA | 32 | 32 | 0.01% | 0.30% | 1.60% | Q4 2015 | Q3 2023 | 94 |
BNP PARIBAS FINANCIAL MARKETS | 36 | 36 | 0.00% | 0.32% | 1.96% | Q4 2014 | Q3 2023 | 92 |
WELLS FARGO & COMPANY/MN | 37 | 37 | 0.00% | 0.05% | 0.37% | Q3 2014 | Q3 2023 | 90 |
Walleye Trading LLC | 37 | 37 | 0.00% | 0.30% | 1.90% | Q3 2014 | Q3 2023 | 89 |
WOLVERINE TRADING, LLC | 22 | 7 | 0.00% | 0.31% | 0.89% | Q2 2016 | Q3 2023 | 87 |
HAP Trading, LLC | 37 | 37 | 0.00% | 0.38% | 4.21% | Q3 2014 | Q3 2023 | 85 |
TWO SIGMA INVESTMENTS, LP | 31 | 4 | 0.00% | 0.08% | 0.48% | Q3 2014 | Q3 2023 | 83 |
DEUTSCHE BANK AG\ | 37 | 37 | 0.00% | 0.23% | 1.77% | Q3 2014 | Q3 2023 | 81 |
Laurion Capital Management LP | 34 | 34 | 0.00% | 1.20% | 6.03% | Q2 2015 | Q3 2023 | 80 |
CAPITAL FUND MANAGEMENT S.A. | 22 | 9 | 0.01% | 0.19% | 1.12% | Q4 2015 | Q3 2023 | 76 |
Creative Planning | 37 | 37 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q3 2023 | 75 |
CREDIT SUISSE AG/ | 37 | 37 | 0.01% | 0.39% | 2.19% | Q3 2014 | Q3 2023 | 74 |
NOMURA HOLDINGS INC | 37 | 37 | 0.00% | 3.32% | 19.91% | Q3 2014 | Q3 2023 | 69 |
BANK OF MONTREAL /CAN/ | 32 | 2 | 0.00% | 0.13% | 0.90% | Q3 2014 | Q3 2023 | 66 |
Twin Tree Management, LP | 24 | 24 | 0.00% | 0.28% | 1.86% | Q3 2015 | Q2 2021 | 65 |
CREDIT AGRICOLE S A | 37 | 37 | 0.00% | 1.44% | 12.94% | Q3 2014 | Q3 2023 | 65 |
HighTower Advisors, LLC | 33 | 3 | 0.00% | 0.13% | 0.35% | Q3 2014 | Q3 2023 | 64 |
BALYASNY ASSET MANAGEMENT L.P. | 20 | 16 | 0.00% | 0.20% | 1.16% | Q3 2014 | Q3 2023 | 64 |
TWO SIGMA SECURITIES, LLC | 9 | 1 | 0.00% | 0.16% | 0.54% | Q1 2015 | Q3 2023 | 63 |
CAPSTONE INVESTMENT ADVISORS, LLC | 14 | 1 | 0.00% | 0.06% | 0.36% | Q4 2014 | Q3 2023 | 62 |
Point72 Asset Management, L.P. | 27 | 1 | 0.00% | 0.55% | 2.26% | Q3 2014 | Q3 2023 | 59 |
Bluefin Trading, LLC | 13 | 10 | 0.00% | 0.50% | 3.83% | Q3 2014 | Q2 2020 | 58 |
XR Securities LLC | 22 | 22 | 0.00% | 0.34% | 2.69% | Q2 2018 | Q3 2023 | 58 |
BANK OF NOVA SCOTIA | 33 | 2 | 0.00% | 0.11% | 1.21% | Q4 2014 | Q3 2023 | 57 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.49% | 2.03% | Q3 2018 | Q3 2023 | 57 |
PRELUDE CAPITAL MANAGEMENT, LLC | 20 | 2 | 0.00% | 0.27% | 1.87% | Q3 2014 | Q3 2023 | 57 |
Verition Fund Management LLC | 12 | 1 | 0.01% | 0.52% | 4.61% | Q3 2014 | Q3 2023 | 52 |
BlackRock Inc. | 37 | 37 | 0.00% | 0.22% | 0.97% | Q3 2014 | Q3 2023 | 51 |
MARSHALL WACE, LLP | 25 | 2 | 0.01% | 0.51% | 5.00% | Q3 2014 | Q3 2023 | 51 |
Daiwa Securities Group Inc. | 35 | 1 | 0.00% | 0.14% | 0.58% | Q3 2014 | Q3 2023 | 51 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 27 | 27 | 0.01% | 0.62% | 3.46% | Q3 2014 | Q1 2021 | 50 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.00% | 0.09% | 0.39% | Q1 2017 | Q3 2023 | 50 |
BROWN ADVISORY INC | 36 | 36 | 0.00% | 0.33% | 1.30% | Q4 2014 | Q3 2023 | 50 |
WOLVERINE ASSET MANAGEMENT LLC | 29 | 29 | 0.00% | 0.54% | 3.10% | Q3 2014 | Q3 2021 | 49 |
RAYMOND JAMES & ASSOCIATES | 37 | 37 | 0.00% | 0.15% | 0.45% | Q3 2014 | Q3 2023 | 48 |
Cubist Systematic Strategies, LLC | 15 | 9 | 0.00% | 0.10% | 0.34% | Q3 2014 | Q3 2023 | 47 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 1.11% | 3.70% | Q2 2015 | Q3 2023 | 46 |
TCI Wealth Advisors, Inc. | 35 | 35 | 0.00% | 0.12% | 1.44% | Q3 2014 | Q1 2023 | 44 |
Bank of New York Mellon Corp | 37 | 37 | 0.00% | 0.09% | 0.46% | Q3 2014 | Q3 2023 | 44 |
MAPLELANE CAPITAL, LLC | 12 | 1 | 0.00% | 2.52% | 9.72% | Q3 2014 | Q3 2023 | 44 |
Calamos Advisors LLC | 34 | 1 | 0.00% | 0.10% | 0.51% | Q3 2014 | Q3 2023 | 44 |
CIBC WORLD MARKET INC. | 37 | 37 | 0.00% | 0.10% | 0.62% | Q3 2014 | Q3 2023 | 43 |
Centiva Capital, LP | 15 | 5 | 0.00% | 0.45% | 7.30% | Q3 2018 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 36 | 36 | 0.00% | 0.19% | 0.49% | Q4 2014 | Q3 2023 | 43 |
LPL Financial LLC | 37 | 37 | 0.00% | 0.07% | 0.19% | Q3 2014 | Q3 2023 | 43 |
TRUIST FINANCIAL CORP | 33 | 33 | 0.00% | 0.13% | 0.35% | Q3 2015 | Q3 2023 | 42 |
PEAK6 Group LLC | 16 | 16 | 0.02% | 0.56% | 3.52% | Q3 2014 | Q2 2018 | 41 |
Sigma Planning Corp | 35 | 35 | 0.01% | 0.09% | 0.43% | Q4 2014 | Q2 2023 | 41 |
US BANCORP \DE\ | 37 | 37 | 0.00% | 0.03% | 0.07% | Q3 2014 | Q3 2023 | 40 |
Kovack Advisors, Inc. | 26 | 1 | 0.00% | 0.23% | 0.77% | Q4 2014 | Q3 2023 | 40 |
Cetera Advisors LLC | 37 | 37 | 0.00% | 0.13% | 0.38% | Q3 2014 | Q3 2023 | 40 |
Jump Trading, LLC | 8 | 3 | 0.00% | 0.38% | 1.59% | Q3 2014 | Q4 2018 | 40 |
M&T BANK CORP | 36 | 36 | 0.00% | 0.04% | 0.13% | Q4 2014 | Q3 2023 | 40 |
WELLINGTON MANAGEMENT GROUP LLP | 37 | 37 | 0.00% | 0.37% | 1.26% | Q3 2014 | Q3 2023 | 40 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 37 | 37 | 0.00% | 0.07% | 0.18% | Q3 2014 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 37 | 37 | 0.00% | 0.37% | 0.72% | Q3 2014 | Q3 2023 | 40 |
Hudson Bay Capital Management LP | 13 | 7 | 0.06% | 0.85% | 6.36% | Q4 2014 | Q3 2023 | 40 |
CWM, LLC | 25 | 8 | 0.00% | 0.04% | 0.11% | Q2 2015 | Q3 2023 | 40 |
Artisan Partners Limited Partnership | 37 | 37 | 0.01% | 0.80% | 2.60% | Q3 2014 | Q3 2023 | 39 |
INDUS CAPITAL PARTNERS, LLC | 33 | 33 | 0.87% | 10.39% | 20.51% | Q3 2014 | Q3 2022 | 39 |
Lombard Odier Asset Management (USA) Corp | 18 | 1 | 0.01% | 1.11% | 3.50% | Q4 2015 | Q3 2023 | 39 |
ALLIANCEBERNSTEIN L.P. | 37 | 37 | 0.01% | 0.19% | 0.48% | Q3 2014 | Q3 2023 | 39 |
BOOTHBAY FUND MANAGEMENT, LLC | 25 | 3 | 0.01% | 0.56% | 3.98% | Q4 2014 | Q3 2023 | 39 |
SYMMETRY PEAK MANAGEMENT LLC | 11 | 1 | 0.10% | 1.42% | 5.31% | Q3 2014 | Q4 2022 | 39 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.07% | 0.20% | Q3 2017 | Q3 2023 | 39 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.13% | 0.44% | Q4 2014 | Q3 2023 | 39 |
INTEGRAL DERIVATIVES, LLC | 15 | 15 | 0.02% | 0.53% | 1.34% | Q3 2014 | Q1 2018 | 39 |
Invesco Ltd. | 37 | 37 | 0.00% | 0.56% | 2.46% | Q3 2014 | Q3 2023 | 38 |
DAVENPORT & Co LLC | 36 | 36 | 0.00% | 0.22% | 0.74% | Q4 2014 | Q3 2023 | 38 |
Private Advisor Group, LLC | 37 | 37 | 0.00% | 0.09% | 0.18% | Q3 2014 | Q3 2023 | 38 |
SCOTIA CAPITAL INC. | 36 | 36 | 0.01% | 0.21% | 0.59% | Q4 2014 | Q3 2023 | 38 |
Sculptor Capital LP | 15 | 2 | 0.02% | 1.37% | 5.72% | Q3 2014 | Q3 2021 | 38 |
Point72 Hong Kong Ltd | 14 | 1 | 0.01% | 4.52% | 24.54% | Q3 2014 | Q3 2023 | 38 |
WOODSTOCK CORP | 38 | 38 | 0.03% | 0.09% | 0.19% | Q3 2014 | Q4 2023 | 38 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 37 | 37 | 0.22% | 4.23% | 11.21% | Q3 2014 | Q3 2023 | 37 |
AXA S.A. | 37 | 37 | 0.05% | 0.70% | 1.88% | Q3 2014 | Q3 2023 | 37 |
DekaBank Deutsche Girozentrale | 37 | 37 | 0.02% | 0.44% | 1.34% | Q3 2014 | Q3 2023 | 37 |
Sandy Spring Bank | 37 | 37 | 0.00% | 0.15% | 0.51% | Q3 2014 | Q3 2023 | 37 |
SYNOVUS FINANCIAL CORP | 37 | 37 | 0.00% | 0.05% | 0.16% | Q3 2014 | Q3 2023 | 37 |
Mitsubishi UFJ Trust & Banking Corp | 37 | 37 | 0.02% | 0.49% | 1.14% | Q3 2014 | Q3 2023 | 37 |
Neuberger Berman Group LLC | 37 | 37 | 0.03% | 0.30% | 0.89% | Q3 2014 | Q3 2023 | 37 |
1832 Asset Management L.P. | 37 | 37 | 0.00% | 0.18% | 0.44% | Q3 2014 | Q3 2023 | 37 |
Mitsubishi UFJ Asset Management Co., Ltd. | 37 | 37 | 0.01% | 0.37% | 1.08% | Q3 2014 | Q3 2023 | 37 |
MACQUARIE GROUP LTD | 37 | 37 | 0.02% | 0.44% | 0.99% | Q3 2014 | Q3 2023 | 37 |
J.P. Morgan Private Wealth Advisors LLC | 35 | 1 | 0.00% | 0.08% | 0.20% | Q3 2014 | Q3 2023 | 37 |
Financial Architects, Inc | 23 | 4 | 0.00% | 0.08% | 0.20% | Q3 2014 | Q3 2021 | 37 |
DRW Securities, LLC | 7 | 1 | 0.02% | 0.24% | 0.92% | Q1 2017 | Q3 2023 | 37 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 37 | 37 | 3.00% | 6.68% | 12.22% | Q3 2014 | Q3 2023 | 37 |
BNP Paribas Asset Management Holding S.A. | 37 | 37 | 0.01% | 1.05% | 2.62% | Q3 2014 | Q3 2023 | 37 |
PineBridge Investments, L.P. | 37 | 37 | 0.00% | 0.29% | 0.81% | Q3 2014 | Q3 2023 | 37 |
Cetera Advisor Networks LLC | 37 | 37 | 0.02% | 0.08% | 0.17% | Q3 2014 | Q3 2023 | 37 |
Allianz Asset Management GmbH | 37 | 37 | 0.04% | 0.38% | 0.98% | Q3 2014 | Q3 2023 | 37 |
JPMORGAN CHASE & CO | 37 | 37 | 0.04% | 0.40% | 1.25% | Q3 2014 | Q3 2023 | 37 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.70% | 2.81% | Q4 2016 | Q3 2023 | 37 |
Grantham, Mayo, Van Otterloo & Co. LLC | 31 | 4 | 0.00% | 1.17% | 3.60% | Q4 2014 | Q3 2023 | 37 |
GLENMEDE TRUST CO NA | 37 | 37 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 37 |
Krilogy Financial LLC | 31 | 31 | 0.01% | 0.11% | 0.57% | Q3 2015 | Q1 2023 | 37 |
Rathbones Group PLC | 37 | 37 | 0.03% | 0.30% | 1.33% | Q3 2014 | Q3 2023 | 37 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 37 | 37 | 1.66% | 10.93% | 45.79% | Q3 2014 | Q3 2023 | 37 |
FMR LLC | 37 | 37 | 0.04% | 0.34% | 1.12% | Q3 2014 | Q3 2023 | 37 |
FIL Ltd | 37 | 37 | 0.40% | 2.91% | 7.09% | Q3 2014 | Q3 2023 | 37 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
FIFTH THIRD BANCORP | 37 | 37 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 37 |
FRANKLIN RESOURCES INC | 37 | 37 | 0.01% | 0.30% | 0.97% | Q3 2014 | Q3 2023 | 37 |
CENTRAL TRUST Co | 37 | 37 | 0.00% | 0.11% | 0.47% | Q3 2014 | Q3 2023 | 37 |
BANK OF AMERICA CORP /DE/ | 37 | 37 | 0.01% | 0.19% | 0.39% | Q3 2014 | Q3 2023 | 37 |
SG Americas Securities, LLC | 37 | 37 | 0.00% | 0.38% | 2.15% | Q3 2014 | Q3 2023 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 37 | 0.01% | 0.03% | 0.08% | Q3 2014 | Q3 2023 | 37 |
Temasek Holdings (Private) Ltd | 37 | 37 | 3.90% | 21.68% | 37.62% | Q3 2014 | Q3 2023 | 37 |
JNBA Financial Advisors | 37 | 37 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q3 2023 | 37 |
Mirae Asset Global Investments Co., Ltd. | 37 | 37 | 0.07% | 2.85% | 7.05% | Q3 2014 | Q3 2023 | 37 |
ICONIQ Capital, LLC | 37 | 37 | 0.05% | 10.43% | 36.63% | Q3 2014 | Q3 2023 | 37 |
STIFEL FINANCIAL CORP | 37 | 37 | 0.01% | 0.11% | 0.30% | Q3 2014 | Q3 2023 | 37 |
BAMCO INC /NY/ | 37 | 37 | 0.11% | 0.85% | 1.89% | Q3 2014 | Q3 2023 | 37 |
FIRST MANHATTAN CO. LLC. | 37 | 37 | 0.00% | 0.09% | 1.02% | Q3 2014 | Q3 2023 | 37 |
NATIXIS ADVISORS, L.P. | 37 | 37 | 0.16% | 0.81% | 1.78% | Q3 2014 | Q3 2023 | 37 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 37 | 37 | 0.00% | 0.15% | 0.42% | Q3 2014 | Q3 2023 | 37 |
NORTHERN TRUST CORP | 37 | 37 | 0.01% | 0.22% | 0.70% | Q3 2014 | Q3 2023 | 37 |
GUGGENHEIM CAPITAL LLC | 37 | 37 | 0.00% | 0.04% | 0.15% | Q3 2014 | Q3 2023 | 37 |
BESSEMER GROUP INC | 37 | 37 | 0.00% | 0.55% | 2.20% | Q3 2014 | Q3 2023 | 37 |
PRIMECAP MANAGEMENT CO/CA/ | 37 | 37 | 0.22% | 1.63% | 3.11% | Q3 2014 | Q3 2023 | 37 |
SIT INVESTMENT ASSOCIATES INC | 37 | 37 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 37 |
FEDERATED HERMES, INC. | 37 | 37 | 0.05% | 0.81% | 3.67% | Q3 2014 | Q3 2023 | 37 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.11% | 0.30% | Q4 2015 | Q3 2023 | 37 |
Focused Wealth Management, Inc | 37 | 37 | 0.03% | 0.35% | 0.85% | Q3 2014 | Q3 2023 | 37 |
PRICE T ROWE ASSOCIATES INC /MD/ | 37 | 37 | 0.11% | 0.90% | 2.12% | Q3 2014 | Q3 2023 | 37 |
First Horizon Advisors, Inc. | 37 | 37 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q3 2023 | 37 |
LAZARD ASSET MANAGEMENT LLC | 37 | 37 | 0.00% | 0.59% | 1.74% | Q3 2014 | Q3 2023 | 37 |
NEW YORK STATE COMMON RETIREMENT FUND | 37 | 37 | 0.01% | 0.15% | 0.52% | Q3 2014 | Q3 2023 | 37 |
OPPENHEIMER & CO INC | 37 | 37 | 0.06% | 0.34% | 1.01% | Q3 2014 | Q3 2023 | 37 |
CI INVESTMENTS INC. | 37 | 37 | 0.00% | 0.89% | 3.50% | Q3 2014 | Q3 2023 | 37 |
Tortoise Investment Management, LLC | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 37 | 37 | 0.00% | 0.23% | 0.51% | Q3 2014 | Q3 2023 | 37 |
UBS ASSET MANAGEMENT AMERICAS INC | 37 | 37 | 0.05% | 1.29% | 3.74% | Q3 2014 | Q3 2023 | 37 |
FIRST TRUST ADVISORS LP | 37 | 37 | 0.00% | 0.12% | 0.40% | Q3 2014 | Q3 2023 | 37 |
D.A. DAVIDSON & CO. | 37 | 37 | 0.01% | 0.06% | 0.15% | Q3 2014 | Q3 2023 | 37 |
Stratos Wealth Partners, LTD. | 37 | 37 | 0.02% | 0.09% | 0.25% | Q3 2014 | Q3 2023 | 37 |
SALEM INVESTMENT COUNSELORS INC | 37 | 37 | 0.05% | 0.44% | 1.26% | Q3 2014 | Q3 2023 | 37 |
CSS LLC/IL | 16 | 4 | 0.01% | 0.58% | 5.02% | Q1 2015 | Q1 2020 | 37 |
BLAIR WILLIAM & CO/IL | 37 | 37 | 0.03% | 0.20% | 0.48% | Q3 2014 | Q3 2023 | 37 |
MARTIN CURRIE LTD | 37 | 37 | 0.00% | 8.98% | 28.81% | Q3 2014 | Q3 2023 | 37 |
Baillie Gifford | 37 | 37 | 0.00% | 5.26% | 10.78% | Q3 2014 | Q3 2023 | 37 |
MORGAN STANLEY | 37 | 37 | 0.08% | 0.41% | 1.16% | Q3 2014 | Q3 2023 | 37 |
CULLEN/FROST BANKERS, INC. | 36 | 36 | 0.00% | 0.15% | 0.62% | Q4 2014 | Q3 2023 | 36 |
ClearBridge Investments | 34 | 2 | 0.00% | 0.22% | 0.92% | Q3 2014 | Q3 2023 | 36 |
BANK HAPOALIM BM | 36 | 36 | 0.04% | 0.94% | 2.75% | Q4 2014 | Q3 2023 | 36 |
STATE STREET CORP | 36 | 36 | 0.00% | 0.27% | 1.05% | Q4 2014 | Q3 2023 | 36 |
Stonehage Fleming Financial Services Holdings Ltd | 36 | 36 | 0.05% | 1.73% | 3.81% | Q4 2014 | Q3 2023 | 36 |
Asset Management One Co., Ltd. | 36 | 36 | 0.00% | 0.36% | 1.03% | Q3 2014 | Q2 2023 | 36 |
HOERTKORN RICHARD CHARLES | 36 | 36 | 0.39% | 1.17% | 2.72% | Q4 2014 | Q3 2023 | 36 |
DnB Asset Management AS | 30 | 6 | 0.02% | 0.39% | 1.10% | Q3 2014 | Q4 2023 | 36 |
BOKF, NA | 27 | 9 | 0.00% | 0.05% | 0.15% | Q3 2014 | Q3 2023 | 36 |
THORNBURG INVESTMENT MANAGEMENT INC | 29 | 7 | 0.00% | 1.92% | 5.97% | Q3 2014 | Q3 2023 | 36 |
KEYBANK NATIONAL ASSOCIATION/OH | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 8 | 0.00% | 0.06% | 0.15% | Q3 2014 | Q3 2023 | 36 |
Avior Wealth Management, LLC | 36 | 36 | 0.01% | 0.17% | 0.50% | Q4 2014 | Q3 2023 | 36 |
GAM Holding AG | 35 | 1 | 0.04% | 2.54% | 6.49% | Q3 2014 | Q3 2023 | 36 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 32 | 4 | 0.00% | 0.33% | 1.24% | Q3 2014 | Q3 2023 | 36 |
Financial Management Professionals, Inc. | 27 | 9 | 0.00% | 0.01% | 0.08% | Q3 2014 | Q3 2023 | 36 |
Advisors Asset Management, Inc. | 36 | 36 | 0.00% | 0.10% | 0.25% | Q4 2014 | Q3 2023 | 36 |
PROFUND ADVISORS LLC | 36 | 36 | 0.06% | 0.43% | 0.84% | Q4 2014 | Q3 2023 | 36 |
Cypress Capital Management LLC (WY) | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
HUNTINGTON NATIONAL BANK | 36 | 36 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 36 |
PINNACLE ASSOCIATES LTD | 35 | 35 | 0.01% | 0.11% | 0.42% | Q1 2015 | Q3 2023 | 36 |
Vigilant Capital Management, LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2023 | 36 |
KBC Group NV | 36 | 36 | 0.00% | 0.69% | 2.36% | Q4 2014 | Q3 2023 | 36 |
AMERICAN CENTURY COMPANIES INC | 32 | 4 | 0.02% | 0.43% | 1.24% | Q3 2014 | Q3 2023 | 36 |
NTV ASSET MANAGEMENT LLC | 36 | 36 | 0.07% | 0.68% | 1.47% | Q4 2014 | Q3 2023 | 36 |
Johnson Financial Group, Inc. | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.08% | 0.62% | 1.54% | Q4 2014 | Q3 2023 | 36 |
Legal & General Group Plc | 36 | 36 | 0.01% | 0.46% | 1.69% | Q4 2014 | Q3 2023 | 36 |
Squarepoint Ops LLC | 9 | 1 | 0.00% | 0.08% | 0.80% | Q4 2014 | Q3 2023 | 36 |
NWAM LLC | 35 | 1 | 0.02% | 0.23% | 0.76% | Q3 2014 | Q3 2023 | 36 |
North Star Investment Management Corp. | 36 | 36 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 36 |
Plante Moran Financial Advisors, LLC | 30 | 6 | 0.00% | 0.04% | 0.12% | Q3 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.01% | 0.08% | 0.33% | Q4 2014 | Q3 2023 | 36 |
DELTEC ASSET MANAGEMENT LLC | 36 | 36 | 0.50% | 2.04% | 4.60% | Q4 2014 | Q3 2023 | 36 |
Kistler-Tiffany Companies, LLC | 36 | 36 | 0.03% | 0.32% | 0.87% | Q3 2014 | Q2 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 34 | 34 | 0.00% | 0.21% | 0.46% | Q2 2015 | Q3 2023 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 0.02% | 0.28% | 0.60% | Q4 2014 | Q3 2023 | 36 |
SIGNATUREFD, LLC | 35 | 35 | 0.00% | 0.08% | 0.21% | Q1 2015 | Q3 2023 | 36 |
LOOMIS SAYLES & CO L P | 36 | 36 | 0.73% | 2.95% | 5.66% | Q4 2014 | Q3 2023 | 36 |
NORDEA INVESTMENT MANAGEMENT AB | 21 | 15 | 0.03% | 0.64% | 1.71% | Q3 2014 | Q3 2023 | 36 |
First Heartland Consultants, Inc. | 36 | 36 | 0.02% | 0.26% | 0.54% | Q4 2014 | Q3 2023 | 36 |
Gradient Investments LLC | 35 | 35 | 0.00% | 0.03% | 0.09% | Q1 2015 | Q3 2023 | 35 |
NATIXIS | 20 | 3 | 0.00% | 0.87% | 3.86% | Q1 2015 | Q3 2023 | 35 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 35 | 35 | 0.12% | 0.75% | 1.77% | Q1 2015 | Q3 2023 | 35 |
CenterStar Asset Management, LLC | 7 | 1 | 0.00% | 0.25% | 2.18% | Q4 2017 | Q3 2023 | 35 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 23 | 12 | 0.01% | 2.81% | 14.78% | Q3 2014 | Q3 2023 | 35 |
Essex Financial Services, Inc. | 35 | 35 | 0.08% | 0.68% | 2.15% | Q1 2015 | Q3 2023 | 35 |
Hilltop Holdings Inc. | 30 | 4 | 0.00% | 0.11% | 0.28% | Q1 2015 | Q3 2023 | 35 |
MACKENZIE FINANCIAL CORP | 28 | 7 | 0.01% | 0.23% | 0.90% | Q4 2014 | Q3 2023 | 35 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 9 | 1 | 0.57% | 4.06% | 10.42% | Q3 2014 | Q2 2023 | 35 |
Alkeon Capital Management | 32 | 32 | 0.16% | 1.17% | 3.26% | Q4 2015 | Q3 2023 | 35 |
EULAV Asset Management | 35 | 35 | 0.20% | 0.52% | 1.19% | Q1 2015 | Q3 2023 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 1 | 0.00% | 0.03% | 0.11% | Q3 2014 | Q3 2023 | 35 |
Manchester Capital Management LLC | 33 | 2 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q3 2023 | 35 |
Endurance Wealth Management, Inc. | 33 | 2 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q2 2023 | 35 |
FRED ALGER MANAGEMENT, LLC | 28 | 7 | 0.00% | 1.02% | 3.30% | Q3 2014 | Q3 2023 | 35 |
COMMERCE BANK | 32 | 3 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 35 |
RAYMOND JAMES TRUST N.A. | 32 | 3 | 0.02% | 0.10% | 0.22% | Q4 2014 | Q3 2023 | 35 |
B. Riley Wealth Advisors, Inc. | 24 | 5 | 0.00% | 0.44% | 1.21% | Q4 2014 | Q3 2023 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.02% | 0.09% | 0.25% | Q4 2014 | Q3 2023 | 35 |
BANQUE PICTET & CIE SA | 33 | 2 | 0.03% | 0.42% | 2.89% | Q4 2014 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.01% | 0.58% | 1.99% | Q1 2015 | Q3 2023 | 35 |
AXIOM INVESTORS LLC /DE | 29 | 6 | 0.12% | 5.96% | 14.60% | Q3 2014 | Q3 2023 | 35 |
Mariner, LLC | 25 | 10 | 0.01% | 0.06% | 0.39% | Q4 2014 | Q3 2023 | 35 |
Zweig-DiMenna Associates LLC | 21 | 1 | 0.10% | 1.56% | 3.75% | Q3 2014 | Q3 2023 | 35 |
IPG Investment Advisors LLC | 35 | 35 | 0.10% | 0.78% | 1.71% | Q1 2015 | Q3 2023 | 35 |
MARSICO CAPITAL MANAGEMENT LLC | 35 | 35 | 0.09% | 3.55% | 8.16% | Q3 2014 | Q1 2023 | 35 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.08% | 0.34% | Q2 2017 | Q3 2023 | 35 |
CORTLAND ASSOCIATES INC/MO | 35 | 35 | 0.11% | 4.79% | 9.92% | Q4 2014 | Q2 2023 | 35 |
TUDOR INVESTMENT CORP ET AL | 27 | 1 | 0.00% | 0.23% | 1.67% | Q3 2014 | Q3 2023 | 35 |
Wellington Shields Capital Management, LLC | 29 | 6 | 0.01% | 0.46% | 1.31% | Q4 2014 | Q3 2023 | 35 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.13% | 0.57% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.13% | 0.28% | Q2 2015 | Q3 2023 | 34 |
NOMURA ASSET MANAGEMENT CO LTD | 34 | 34 | 0.00% | 1.48% | 3.58% | Q2 2015 | Q3 2023 | 34 |
Roble, Belko & Company, Inc | 34 | 34 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 34 |
WASHINGTON TRUST Co | 34 | 34 | 0.00% | 0.93% | 1.79% | Q2 2015 | Q3 2023 | 34 |
Bank Pictet & Cie (Europe) AG | 32 | 2 | 0.04% | 0.46% | 1.20% | Q4 2014 | Q2 2023 | 34 |
MILLER VALUE PARTNERS, LLC | 24 | 8 | 0.01% | 1.59% | 4.76% | Q3 2014 | Q1 2023 | 34 |
Granite Point Capital Management, L.P. | 17 | 1 | 0.07% | 0.65% | 4.10% | Q3 2014 | Q1 2023 | 34 |
WEDBUSH SECURITIES INC | 27 | 7 | 0.02% | 0.16% | 0.43% | Q4 2014 | Q3 2023 | 34 |
Fisher Asset Management, LLC | 34 | 34 | 0.18% | 1.53% | 3.47% | Q2 2015 | Q3 2023 | 34 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 27 | 3 | 0.01% | 0.04% | 0.21% | Q4 2014 | Q3 2023 | 34 |
Janney Montgomery Scott LLC | 22 | 3 | 0.02% | 0.09% | 0.22% | Q3 2014 | Q3 2023 | 34 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 25 | 2 | 0.00% | 2.87% | 7.44% | Q4 2014 | Q3 2021 | 34 |
GSA CAPITAL PARTNERS LLP | 25 | 1 | 0.01% | 0.24% | 1.09% | Q4 2014 | Q3 2023 | 34 |
Ballentine Partners, LLC | 26 | 8 | 0.02% | 0.14% | 0.63% | Q1 2015 | Q3 2023 | 34 |
Boston Partners | 34 | 34 | 0.00% | 0.03% | 0.11% | Q2 2015 | Q3 2023 | 34 |
TORONTO DOMINION BANK | 17 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 34 |
Diversified Trust Co | 34 | 34 | 0.01% | 0.26% | 0.60% | Q4 2014 | Q1 2023 | 34 |
Cambridge Investment Research Advisors, Inc. | 33 | 1 | 0.03% | 0.11% | 0.24% | Q3 2014 | Q3 2023 | 34 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 32 | 2 | 0.00% | 0.05% | 0.15% | Q4 2014 | Q2 2023 | 34 |
IMA Wealth, Inc. | 34 | 34 | 0.00% | 0.88% | 2.21% | Q2 2015 | Q3 2023 | 34 |
Parkside Financial Bank & Trust | 30 | 4 | 0.00% | 0.03% | 0.24% | Q4 2014 | Q3 2023 | 34 |
Caption Management, LLC | 7 | 1 | 0.00% | 0.20% | 1.10% | Q1 2018 | Q3 2023 | 33 |
MOORE CAPITAL MANAGEMENT, LP | 17 | 2 | 0.01% | 2.16% | 6.43% | Q3 2014 | Q1 2023 | 33 |
Alberta Investment Management Corp | 33 | 33 | 0.01% | 1.04% | 3.24% | Q3 2014 | Q3 2022 | 33 |
Boston Common Asset Management, LLC | 33 | 33 | 0.05% | 2.76% | 5.58% | Q3 2015 | Q3 2023 | 33 |
Laird Norton Wetherby Wealth Management, LLC | 32 | 32 | 0.01% | 0.31% | 0.75% | Q4 2015 | Q3 2023 | 33 |
COLONY GROUP LLC | 29 | 2 | 0.00% | 0.04% | 0.13% | Q3 2014 | Q1 2023 | 33 |
Hudock, Inc. | 33 | 33 | 0.02% | 0.10% | 0.21% | Q3 2014 | Q3 2022 | 33 |
HOWE & RUSLING INC | 33 | 33 | 0.00% | 0.07% | 0.48% | Q3 2014 | Q3 2022 | 33 |
TD ASSET MANAGEMENT INC | 31 | 2 | 0.00% | 0.23% | 0.77% | Q3 2014 | Q2 2023 | 33 |
Marathon Trading Investment Management LLC | 14 | 1 | 0.01% | 0.31% | 1.24% | Q3 2014 | Q3 2023 | 33 |
Moors & Cabot, Inc. | 25 | 7 | 0.00% | 0.10% | 0.25% | Q3 2014 | Q3 2022 | 33 |
DELTA ASSET MANAGEMENT LLC/TN | 29 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 33 |
COMERICA BANK | 33 | 33 | 0.00% | 0.14% | 0.36% | Q4 2014 | Q4 2022 | 33 |
AIA Group Ltd | 32 | 1 | 0.37% | 27.07% | 79.90% | Q3 2014 | Q3 2023 | 33 |
VICTORY CAPITAL MANAGEMENT INC | 26 | 3 | 0.00% | 0.12% | 0.42% | Q3 2014 | Q3 2023 | 33 |
THOMAS WHITE INTERNATIONAL LTD | 33 | 33 | 1.67% | 3.83% | 7.60% | Q2 2015 | Q2 2023 | 33 |
Atria Investments, Inc | 18 | 15 | 0.03% | 0.14% | 0.68% | Q2 2015 | Q3 2023 | 33 |
APG Asset Management N.V. | 33 | 33 | 0.01% | 0.78% | 2.23% | Q1 2015 | Q1 2023 | 33 |
BALDWIN BROTHERS LLC/MA | 32 | 1 | 0.01% | 0.07% | 0.16% | Q4 2014 | Q4 2023 | 33 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 33 | 33 | 0.00% | 0.32% | 0.70% | Q3 2015 | Q3 2023 | 33 |
American Research & Management Co. | 33 | 33 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2022 | 33 |
PUTNAM INVESTMENTS LLC | 28 | 2 | 0.00% | 0.29% | 0.87% | Q3 2014 | Q3 2023 | 33 |
Artal Group S.A. | 11 | 1 | 0.28% | 1.40% | 3.69% | Q3 2014 | Q3 2021 | 33 |
ACG Wealth | 33 | 33 | 0.07% | 0.49% | 0.85% | Q3 2014 | Q3 2022 | 33 |
EATON VANCE MANAGEMENT | 33 | 33 | 0.00% | 0.09% | 0.16% | Q3 2014 | Q3 2022 | 33 |
MCKINLEY CAPITAL MANAGEMENT LLC | 32 | 1 | 0.01% | 1.43% | 4.38% | Q4 2014 | Q3 2023 | 33 |
Sumitomo Mitsui Trust Holdings, Inc. | 32 | 1 | 0.00% | 0.51% | 1.37% | Q2 2015 | Q3 2023 | 33 |
Employees Retirement System of Texas | 30 | 1 | 0.00% | 0.49% | 1.29% | Q3 2014 | Q2 2023 | 33 |
ASSETMARK, INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.03% | 0.25% | 0.51% | Q4 2015 | Q3 2023 | 32 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 30 | 1 | 0.02% | 0.10% | 0.46% | Q1 2015 | Q3 2023 | 32 |
BFAM Partners (Cayman) Ltd | 16 | 16 | 1.12% | 23.29% | 87.92% | Q4 2019 | Q3 2023 | 32 |
Penserra Capital Management LLC | 32 | 32 | 0.03% | 2.09% | 7.78% | Q4 2015 | Q3 2023 | 32 |
Fernwood Investment Management, LLC | 32 | 32 | 0.16% | 0.65% | 1.24% | Q4 2015 | Q3 2023 | 32 |
Allworth Financial LP | 25 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 32 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.07% | 0.22% | 0.52% | Q4 2015 | Q3 2023 | 32 |
Harel Insurance Investments & Financial Services Ltd. | 32 | 32 | 0.02% | 0.68% | 2.04% | Q4 2015 | Q3 2023 | 32 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 32 | 32 | 0.68% | 4.07% | 11.59% | Q4 2015 | Q3 2023 | 32 |
Think Investments LP | 26 | 6 | 1.73% | 8.54% | 20.75% | Q4 2014 | Q3 2023 | 32 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 29 | 3 | 0.00% | 0.30% | 1.74% | Q4 2014 | Q3 2023 | 32 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.33% | 2.40% | Q3 2020 | Q3 2023 | 32 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 15 | 1 | 0.04% | 0.82% | 2.08% | Q3 2014 | Q3 2023 | 32 |
RPG Investment Advisory, LLC | 32 | 32 | 0.36% | 1.14% | 2.43% | Q4 2015 | Q3 2023 | 32 |
Handelsbanken Fonder AB | 32 | 32 | 0.41% | 3.18% | 6.32% | Q4 2015 | Q3 2023 | 32 |
AVIVA PLC | 32 | 32 | 0.04% | 0.61% | 2.16% | Q4 2015 | Q3 2023 | 32 |
BI Asset Management Fondsmaeglerselskab A/S | 32 | 32 | 0.08% | 2.03% | 4.96% | Q4 2015 | Q3 2023 | 32 |
PRUDENTIAL FINANCIAL INC | 32 | 32 | 0.00% | 0.21% | 0.73% | Q4 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.05% | 0.32% | Q1 2016 | Q4 2023 | 32 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.03% | 0.22% | Q4 2017 | Q3 2023 | 32 |
Chicago Partners Investment Group LLC | 17 | 4 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 32 |
SG3 Management, LLC | 9 | 2 | 0.00% | 0.50% | 1.94% | Q2 2018 | Q4 2022 | 32 |
VONTOBEL ASSET MANAGEMENT INC | 27 | 5 | 0.03% | 6.12% | 12.29% | Q3 2014 | Q3 2023 | 32 |
REGIONS FINANCIAL CORP | 29 | 1 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q1 2023 | 32 |
BLUESTEIN R H & CO LLC | 32 | 32 | 0.01% | 0.17% | 1.47% | Q3 2014 | Q2 2022 | 32 |
ROBERTS GLORE & CO INC /IL/ | 32 | 32 | 0.12% | 0.67% | 1.38% | Q4 2015 | Q3 2023 | 32 |
Bellecapital International Ltd. | 32 | 32 | 0.32% | 3.46% | 5.75% | Q4 2015 | Q3 2023 | 32 |
Handelsinvest Investeringsforvaltning | 32 | 32 | 0.64% | 2.06% | 3.84% | Q4 2015 | Q3 2023 | 32 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 25 | 7 | 0.01% | 0.18% | 0.76% | Q3 2014 | Q2 2023 | 32 |
JANUS HENDERSON GROUP PLC | 32 | 32 | 0.03% | 0.44% | 1.63% | Q3 2014 | Q2 2022 | 32 |
HBK Sorce Advisory LLC | 31 | 1 | 0.01% | 0.08% | 0.14% | Q4 2014 | Q3 2023 | 32 |
Winch Advisory Services, LLC | 30 | 2 | 0.00% | 0.71% | 1.78% | Q3 2014 | Q3 2023 | 32 |
Compagnie Lombard Odier SCmA | 32 | 32 | 0.60% | 1.86% | 3.91% | Q4 2015 | Q3 2023 | 32 |
PANAGORA ASSET MANAGEMENT INC | 32 | 32 | 0.02% | 0.22% | 0.53% | Q4 2015 | Q3 2023 | 32 |
CARRET ASSET MANAGEMENT, LLC | 32 | 32 | 0.04% | 0.39% | 1.04% | Q4 2014 | Q3 2022 | 32 |
Savant Capital, LLC | 21 | 1 | 0.01% | 0.05% | 0.12% | Q4 2014 | Q3 2023 | 31 |
ExodusPoint Capital Management, LP | 14 | 4 | 0.00% | 2.36% | 15.03% | Q1 2019 | Q3 2023 | 31 |
Lido Advisors, LLC | 27 | 27 | 0.00% | 0.04% | 0.19% | Q1 2017 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.03% | 0.09% | 0.15% | Q1 2016 | Q3 2023 | 31 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.06% | 0.22% | Q3 2014 | Q3 2023 | 31 |
DAVIS SELECTED ADVISERS | 28 | 3 | 0.03% | 2.08% | 5.45% | Q3 2014 | Q3 2023 | 31 |
Capital International Investors | 30 | 1 | 0.01% | 0.04% | 0.42% | Q3 2014 | Q3 2023 | 31 |
Prospera Financial Services Inc | 23 | 2 | 0.02% | 0.08% | 0.28% | Q4 2014 | Q3 2023 | 31 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 31 | 31 | 0.01% | 0.09% | 0.24% | Q3 2014 | Q1 2022 | 31 |
AEGON ASSET MANAGEMENT UK PLC | 31 | 31 | 0.02% | 0.63% | 1.51% | Q4 2015 | Q2 2023 | 31 |
PICTET ASSET MANAGEMENT LTD | 28 | 28 | 0.01% | 0.55% | 1.32% | Q3 2014 | Q2 2021 | 31 |
CANADA PENSION PLAN INVESTMENT BOARD | 31 | 31 | 0.10% | 2.63% | 8.82% | Q3 2014 | Q1 2022 | 31 |
WEBSTER BANK, N. A. | 28 | 3 | 0.01% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 31 |
Bartlett & Co. LLC | 16 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 31 |
LINCOLN NATIONAL CORP | 31 | 31 | 0.02% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Tradewinds Capital Management, LLC | 31 | 31 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q1 2022 | 31 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 13 | 3 | 0.06% | 1.65% | 5.98% | Q1 2015 | Q2 2019 | 31 |
GEODE CAPITAL MANAGEMENT, LLC | 31 | 31 | 0.00% | 0.09% | 0.30% | Q4 2015 | Q2 2023 | 31 |
Caprock Group, LLC | 29 | 2 | 0.06% | 0.27% | 0.78% | Q1 2015 | Q3 2023 | 31 |
FNY Investment Advisers, LLC | 7 | 1 | 0.00% | 1.06% | 10.65% | Q2 2018 | Q3 2023 | 31 |
STRS OHIO | 31 | 31 | 0.03% | 0.15% | 0.32% | Q1 2016 | Q3 2023 | 31 |
OLD SECOND NATIONAL BANK OF AURORA | 31 | 31 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q2 2022 | 31 |
Checchi Capital Advisers, LLC | 30 | 1 | 0.03% | 0.15% | 0.40% | Q2 2015 | Q1 2023 | 31 |
Ativo Capital Management LLC | 31 | 31 | 0.34% | 3.17% | 6.84% | Q1 2016 | Q3 2023 | 31 |
Cetera Investment Advisers | 30 | 1 | 0.02% | 0.14% | 0.30% | Q4 2015 | Q3 2023 | 31 |
Origin Asset Management LLP | 31 | 31 | 0.69% | 16.60% | 38.07% | Q1 2016 | Q3 2023 | 31 |
WHITTIER TRUST CO | 27 | 4 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 30 | 30 | 0.04% | 0.17% | 0.47% | Q3 2014 | Q4 2021 | 30 |
JENNISON ASSOCIATES LLC | 27 | 3 | 0.00% | 1.75% | 3.43% | Q3 2014 | Q3 2023 | 30 |
Bollard Group LLC | 30 | 30 | 0.00% | 1.41% | 3.08% | Q4 2014 | Q1 2022 | 30 |
PITTENGER & ANDERSON INC | 29 | 1 | 0.00% | 0.18% | 0.93% | Q4 2014 | Q3 2023 | 30 |
Joho Capital | 30 | 30 | 6.69% | 25.16% | 47.43% | Q2 2015 | Q3 2022 | 30 |
Migdal Insurance & Financial Holdings Ltd. | 28 | 2 | 0.01% | 0.27% | 1.09% | Q4 2015 | Q3 2023 | 30 |
Royal Fund Management, LLC | 26 | 1 | 0.01% | 0.17% | 0.50% | Q4 2016 | Q3 2023 | 30 |
WESTWOOD MANAGEMENT CORP /IL/ | 29 | 1 | 0.17% | 2.50% | 5.37% | Q4 2014 | Q3 2023 | 30 |
Coatue Management | 18 | 4 | 0.05% | 3.56% | 8.70% | Q3 2014 | Q3 2023 | 30 |
ROTHSCHILD INVESTMENT LLC /IL | 23 | 7 | 0.03% | 0.12% | 0.20% | Q3 2014 | Q3 2022 | 30 |
AGF INVESTMENTS INC. | 30 | 30 | 0.00% | 0.53% | 2.65% | Q3 2014 | Q4 2021 | 30 |
Mizuho Markets Cayman LP | 11 | 1 | 0.11% | 12.66% | 30.79% | Q1 2020 | Q1 2023 | 30 |
Sands Capital Management | 30 | 30 | 0.80% | 5.13% | 8.16% | Q3 2014 | Q4 2021 | 30 |
PLATINUM INVESTMENT MANAGEMENT LTD | 30 | 30 | 2.07% | 5.19% | 11.75% | Q2 2016 | Q3 2023 | 30 |
Smithfield Trust Co | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2022 | 30 |
Cedar Wealth Management, LLC | 30 | 30 | 0.01% | 0.07% | 0.21% | Q2 2016 | Q3 2023 | 30 |
People's United Financial, Inc. | 18 | 12 | 0.01% | 0.04% | 0.07% | Q3 2014 | Q1 2022 | 30 |
Ayalon Insurance Comp Ltd. | 22 | 8 | 0.02% | 0.62% | 1.62% | Q1 2015 | Q1 2023 | 30 |
CLOUGH CAPITAL PARTNERS L P | 30 | 30 | 0.04% | 0.93% | 3.47% | Q3 2014 | Q4 2021 | 30 |
FINANCIAL COUNSELORS INC | 24 | 1 | 0.01% | 0.08% | 0.18% | Q4 2014 | Q3 2023 | 30 |
REILLY FINANCIAL ADVISORS, LLC | 30 | 30 | 0.01% | 1.01% | 2.10% | Q3 2014 | Q4 2021 | 30 |
Candriam S.C.A. | 30 | 30 | 0.02% | 0.91% | 1.88% | Q4 2014 | Q1 2022 | 30 |
Aviance Capital Partners, LLC | 30 | 30 | 0.07% | 1.57% | 7.82% | Q4 2015 | Q1 2023 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.01% | 0.27% | 0.56% | Q2 2016 | Q3 2023 | 30 |
NS Partners Ltd | 23 | 7 | 0.02% | 0.93% | 2.88% | Q4 2015 | Q3 2023 | 30 |
ING GROEP NV | 20 | 1 | 0.00% | 0.47% | 10.01% | Q3 2014 | Q3 2023 | 30 |
OPTIMUM INVESTMENT ADVISORS | 26 | 3 | 0.00% | 0.13% | 0.38% | Q3 2014 | Q4 2023 | 30 |
Edge Wealth Management LLC | 30 | 30 | 0.00% | 0.21% | 1.81% | Q3 2014 | Q4 2021 | 30 |
INVESTMENT HOUSE LLC | 26 | 3 | 0.09% | 1.71% | 2.55% | Q2 2015 | Q3 2023 | 29 |
OBERWEIS ASSET MANAGEMENT INC/ | 29 | 29 | 0.05% | 1.08% | 3.86% | Q3 2014 | Q3 2021 | 29 |
Independent Advisor Alliance | 24 | 3 | 0.00% | 0.23% | 0.56% | Q4 2016 | Q3 2023 | 29 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 28 | 1 | 0.00% | 1.59% | 5.17% | Q4 2015 | Q3 2023 | 29 |
Alta Park Capital, LP | 13 | 4 | 2.07% | 6.39% | 20.76% | Q4 2015 | Q3 2023 | 29 |
CENTRAL BANK & TRUST CO | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 29 |
Capital Analysts, LLC | 25 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2023 | 29 |
AMP Capital Investors Ltd | 29 | 29 | 0.01% | 0.42% | 1.20% | Q3 2014 | Q3 2021 | 29 |
ADELL HARRIMAN & CARPENTER INC | 29 | 29 | 0.03% | 1.25% | 2.70% | Q4 2014 | Q4 2021 | 29 |
THOMPSON SIEGEL & WALMSLEY LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2022 | 29 |
GILDER GAGNON HOWE & CO LLC | 22 | 1 | 0.00% | 0.50% | 1.14% | Q3 2014 | Q2 2023 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q3 2023 | 29 |
Herald Investment Management Ltd | 29 | 29 | 0.09% | 0.19% | 0.37% | Q3 2016 | Q3 2023 | 29 |
VALLEY NATIONAL ADVISERS INC | 26 | 3 | 0.00% | 0.06% | 0.24% | Q1 2015 | Q3 2023 | 29 |
AlphaMark Advisors, LLC | 25 | 4 | 0.00% | 0.05% | 0.13% | Q3 2014 | Q4 2022 | 29 |
TIGER GLOBAL MANAGEMENT LLC | 23 | 1 | 0.00% | 3.73% | 8.19% | Q4 2014 | Q3 2023 | 29 |
Capital International Sarl | 23 | 3 | 0.07% | 1.95% | 4.64% | Q3 2014 | Q3 2023 | 29 |
AE Wealth Management LLC | 26 | 26 | 0.00% | 0.06% | 0.17% | Q2 2017 | Q3 2023 | 29 |
Elite Wealth Management, Inc. | 22 | 7 | 0.08% | 1.15% | 4.78% | Q1 2015 | Q1 2023 | 29 |
Paloma Partners Management Co | 8 | 1 | 0.01% | 0.07% | 0.32% | Q4 2014 | Q3 2021 | 29 |
HMS Capital Management, LLC | 10 | 7 | 0.02% | 0.48% | 1.24% | Q3 2016 | Q4 2020 | 29 |
Baker Avenue Asset Management, LP | 28 | 1 | 0.05% | 0.27% | 0.57% | Q1 2015 | Q3 2023 | 29 |
Wealthcare Advisory Partners LLC | 29 | 29 | 0.00% | 0.03% | 0.12% | Q2 2016 | Q2 2023 | 29 |
PRIVATE TRUST CO NA | 20 | 1 | 0.00% | 0.14% | 0.33% | Q3 2014 | Q3 2023 | 29 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 29 | 29 | 0.00% | 0.04% | 0.11% | Q3 2016 | Q3 2023 | 29 |
Oakworth Capital, Inc. | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
FDx Advisors, Inc. | 28 | 1 | 0.01% | 0.10% | 0.30% | Q1 2015 | Q3 2023 | 29 |
ATALANTA SOSNOFF CAPITAL, LLC | 27 | 1 | 0.02% | 1.26% | 2.88% | Q4 2014 | Q1 2023 | 29 |
Fiera Capital Corp | 27 | 1 | 0.00% | 0.19% | 0.47% | Q2 2015 | Q1 2023 | 29 |
DSM CAPITAL PARTNERS LLC | 29 | 29 | 0.05% | 7.19% | 10.86% | Q3 2014 | Q3 2021 | 29 |
PRUDENTIAL PLC | 29 | 29 | 0.00% | 0.73% | 2.82% | Q4 2014 | Q4 2021 | 29 |
EXANE DERIVATIVES | 12 | 3 | 0.00% | 0.32% | 1.45% | Q4 2014 | Q2 2022 | 29 |
Capital Research Global Investors | 27 | 2 | 0.01% | 0.85% | 1.96% | Q3 2014 | Q3 2022 | 29 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 26 | 3 | 0.00% | 2.01% | 5.30% | Q3 2015 | Q3 2023 | 29 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 26 | 1 | 0.03% | 0.07% | 0.12% | Q2 2015 | Q1 2023 | 29 |
State of New Jersey Common Pension Fund D | 29 | 29 | 0.02% | 0.54% | 1.59% | Q3 2014 | Q3 2021 | 29 |
YHB Investment Advisors, Inc. | 29 | 29 | 0.02% | 0.20% | 0.53% | Q3 2014 | Q3 2021 | 29 |
Joel Isaacson & Co., LLC | 18 | 10 | 0.01% | 0.09% | 0.21% | Q3 2014 | Q1 2022 | 28 |
Mandatum Life Insurance Co Ltd | 22 | 6 | 0.03% | 0.24% | 0.76% | Q4 2015 | Q3 2023 | 28 |
CITY HOLDING CO | 25 | 3 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 28 |
Veritas Asset Management LLP | 28 | 28 | 0.05% | 1.47% | 5.97% | Q4 2014 | Q3 2021 | 28 |
DIMENSIONAL FUND ADVISORS LP | 28 | 28 | 0.08% | 0.21% | 0.58% | Q4 2016 | Q3 2023 | 28 |
Harvest Fund Management Co., Ltd | 28 | 28 | 0.00% | 13.99% | 30.29% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.03% | 0.20% | 0.45% | Q3 2016 | Q3 2023 | 28 |
Brown Advisory Securities, LLC | 24 | 4 | 0.09% | 0.64% | 1.61% | Q3 2014 | Q3 2021 | 28 |
Jacobi Capital Management LLC | 28 | 28 | 0.01% | 0.03% | 0.07% | Q2 2016 | Q1 2023 | 28 |
Gemmer Asset Management LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q1 2022 | 28 |
Glovista Investments LLC | 10 | 1 | 0.30% | 1.24% | 2.43% | Q2 2015 | Q3 2023 | 28 |
GM Advisory Group, LLC | 26 | 2 | 0.03% | 0.33% | 0.78% | Q3 2014 | Q1 2023 | 28 |
ACADIAN ASSET MANAGEMENT LLC | 28 | 28 | 0.00% | 1.34% | 6.17% | Q4 2014 | Q3 2021 | 28 |
RBF Capital, LLC | 28 | 28 | 0.02% | 1.33% | 2.54% | Q4 2016 | Q3 2023 | 28 |
VOYA INVESTMENT MANAGEMENT LLC | 23 | 5 | 0.00% | 0.06% | 0.15% | Q4 2015 | Q3 2023 | 28 |
TRUST CO OF VERMONT | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 28 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 28 |
MOODY NATIONAL BANK TRUST DIVISION | 28 | 28 | 0.05% | 0.13% | 0.32% | Q4 2014 | Q3 2021 | 28 |
PRINCIPAL FINANCIAL GROUP INC | 25 | 3 | 0.00% | 0.20% | 0.47% | Q4 2014 | Q4 2021 | 28 |
GABELLI FUNDS LLC | 22 | 1 | 0.00% | 0.03% | 0.13% | Q3 2014 | Q1 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.18% | 0.32% | Q4 2016 | Q3 2023 | 28 |
AMERICAN NATIONAL INSURANCE CO | 28 | 28 | 0.18% | 0.34% | 0.47% | Q4 2014 | Q3 2021 | 28 |
Melvin Capital Management LP | 8 | 1 | 0.56% | 2.85% | 7.87% | Q4 2015 | Q4 2020 | 28 |
Close Asset Management Ltd | 28 | 28 | 0.00% | 0.03% | 0.17% | Q4 2016 | Q3 2023 | 28 |
SEGALL BRYANT & HAMILL, LLC | 21 | 7 | 0.01% | 0.07% | 0.16% | Q3 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.03% | 0.19% | 0.36% | Q4 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.10% | 0.28% | Q4 2016 | Q3 2023 | 28 |
ARGA Investment Management, LP | 28 | 28 | 0.04% | 1.96% | 7.85% | Q4 2016 | Q3 2023 | 28 |
Marble Harbor Investment Counsel, LLC | 28 | 28 | 0.04% | 0.28% | 0.50% | Q4 2015 | Q3 2022 | 28 |
American National Registered Investment Advisor, Inc. | 28 | 28 | 0.21% | 0.57% | 1.00% | Q4 2014 | Q3 2021 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.02% | 0.52% | 1.25% | Q4 2016 | Q3 2023 | 28 |
WEALTHSOURCE PARTNERS, LLC | 21 | 3 | 0.00% | 0.09% | 0.21% | Q1 2017 | Q1 2023 | 28 |
Avalon Investment & Advisory | 27 | 1 | 0.01% | 0.12% | 0.85% | Q2 2015 | Q2 2022 | 28 |
Intellectus Partners, LLC | 28 | 28 | 0.23% | 0.90% | 1.94% | Q4 2016 | Q3 2023 | 28 |
M&R CAPITAL MANAGEMENT INC | 22 | 6 | 0.00% | 0.04% | 0.11% | Q2 2016 | Q4 2023 | 28 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 27 | 1 | 0.14% | 1.44% | 4.92% | Q3 2014 | Q4 2021 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 28 |
COLDSTREAM CAPITAL MANAGEMENT INC | 24 | 4 | 0.01% | 0.04% | 0.11% | Q3 2016 | Q3 2023 | 28 |
Barrett Asset Management, LLC | 28 | 28 | 0.01% | 0.58% | 1.28% | Q4 2014 | Q3 2021 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.02% | 0.15% | 0.49% | Q4 2016 | Q3 2023 | 28 |
Dragoneer Investment Group | 28 | 28 | 1.18% | 11.34% | 49.41% | Q4 2014 | Q3 2021 | 28 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.04% | 0.33% | Q1 2015 | Q3 2023 | 28 |
Carroll Financial Associates, Inc. | 28 | 28 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q4 2021 | 28 |
Sompo Asset Management Co., Ltd. | 28 | 28 | 0.17% | 0.55% | 1.43% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.04% | 0.23% | 0.46% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.04% | 0.65% | 1.81% | Q4 2016 | Q3 2023 | 28 |
PRIVATE ASSET MANAGEMENT INC | 27 | 27 | 0.08% | 0.79% | 1.67% | Q2 2015 | Q4 2021 | 27 |
First Personal Financial Services | 27 | 27 | 0.00% | 0.69% | 3.06% | Q2 2016 | Q4 2022 | 27 |
WADDELL & REED FINANCIAL INC | 27 | 27 | 0.32% | 1.13% | 1.79% | Q3 2014 | Q1 2021 | 27 |
Strategic Global Advisors, LLC | 27 | 27 | 0.03% | 0.34% | 1.15% | Q1 2017 | Q3 2023 | 27 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 27 | 27 | 0.03% | 0.43% | 1.11% | Q3 2014 | Q1 2021 | 27 |
Trellus Management Company, LLC | 27 | 27 | 0.46% | 2.35% | 4.44% | Q4 2014 | Q2 2021 | 27 |
WAFRA INC. | 15 | 12 | 0.05% | 0.55% | 2.39% | Q4 2016 | Q3 2023 | 27 |
Clearstead Advisors, LLC | 27 | 27 | 0.00% | 0.07% | 0.20% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.02% | 0.10% | 0.21% | Q1 2017 | Q3 2023 | 27 |
Portland Hill Asset Management Ltd | 27 | 27 | 6.99% | 14.11% | 23.83% | Q1 2017 | Q3 2023 | 27 |
Ally Financial Inc. | 12 | 1 | 0.17% | 0.75% | 1.56% | Q4 2014 | Q3 2023 | 27 |
RWC Asset Management LLP | 9 | 4 | 0.01% | 0.54% | 2.36% | Q3 2014 | Q3 2023 | 27 |
Blume Capital Management, Inc. | 23 | 1 | 0.01% | 0.02% | 0.09% | Q3 2014 | Q3 2021 | 27 |
Skandinaviska Enskilda Banken AB (publ) | 27 | 27 | 0.00% | 0.48% | 1.66% | Q4 2015 | Q2 2022 | 27 |
Polar Asset Management Partners Inc. | 15 | 4 | 0.09% | 1.10% | 2.88% | Q2 2016 | Q1 2021 | 27 |
Patriot Financial Group Insurance Agency, LLC | 27 | 27 | 0.01% | 0.09% | 0.27% | Q1 2017 | Q3 2023 | 27 |
Intercontinental Wealth Advisors, LLC | 27 | 27 | 0.06% | 0.33% | 0.90% | Q4 2016 | Q2 2023 | 27 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q3 2023 | 27 |
Balentine LLC | 10 | 4 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2022 | 27 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 22 | 5 | 0.08% | 0.24% | 0.68% | Q1 2015 | Q1 2022 | 27 |
Apriem Advisors | 11 | 1 | 0.02% | 0.07% | 0.17% | Q3 2014 | Q1 2023 | 27 |
OLD NATIONAL BANCORP /IN/ | 18 | 1 | 0.01% | 0.06% | 0.14% | Q1 2015 | Q3 2023 | 27 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.20% | 1.15% | Q4 2014 | Q3 2023 | 27 |
Diligent Investors, LLC | 26 | 1 | 0.07% | 0.16% | 0.26% | Q3 2016 | Q3 2023 | 27 |
Connor, Clark & Lunn Investment Management Ltd. | 26 | 1 | 0.00% | 0.11% | 0.36% | Q4 2015 | Q3 2023 | 27 |
MUFG Americas Holdings Corp | 20 | 7 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2022 | 27 |
Nuveen Asset Management, LLC | 18 | 2 | 0.00% | 0.16% | 0.65% | Q3 2014 | Q3 2023 | 27 |
Pekin Hardy Strauss, Inc. | 16 | 1 | 0.01% | 0.15% | 0.44% | Q3 2017 | Q3 2023 | 27 |
Adalta Capital Management LLC | 27 | 27 | 0.53% | 1.87% | 3.15% | Q1 2017 | Q3 2023 | 27 |
PointState Capital LP | 12 | 1 | 0.02% | 1.96% | 5.97% | Q3 2014 | Q2 2021 | 27 |
COMPTON CAPITAL MANAGEMENT INC /RI | 26 | 1 | 0.14% | 0.75% | 1.16% | Q4 2014 | Q1 2022 | 27 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.00% | 0.25% | 0.65% | Q4 2017 | Q3 2023 | 27 |
Arete Wealth Advisors, LLC | 22 | 5 | 0.03% | 0.20% | 0.70% | Q1 2015 | Q3 2023 | 27 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 27 | 27 | 0.17% | 0.62% | 1.56% | Q4 2015 | Q2 2022 | 27 |
Regent Investment Management LLC | 27 | 27 | 0.14% | 0.96% | 1.92% | Q4 2015 | Q2 2022 | 27 |
WHITTIER TRUST CO OF NEVADA INC | 25 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 27 |
Fullerton Fund Management Co Ltd. | 27 | 27 | 5.53% | 42.80% | 74.67% | Q4 2014 | Q2 2021 | 27 |
QCM Cayman, Ltd. | 11 | 1 | 0.13% | 0.73% | 3.17% | Q4 2014 | Q2 2023 | 27 |
Ninety One UK Ltd | 25 | 2 | 0.02% | 2.30% | 6.38% | Q3 2014 | Q2 2022 | 27 |
FLAGSHIP HARBOR ADVISORS, LLC | 27 | 27 | 0.02% | 0.13% | 0.30% | Q1 2017 | Q3 2023 | 27 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 22 | 5 | 0.06% | 0.20% | 0.41% | Q4 2016 | Q3 2023 | 27 |
BBVA USA Bancshares, Inc. | 27 | 27 | 0.02% | 0.76% | 1.24% | Q3 2014 | Q1 2021 | 27 |
Snowden Capital Advisors LLC | 19 | 8 | 0.01% | 0.14% | 0.39% | Q4 2016 | Q3 2023 | 27 |
TODD ASSET MANAGEMENT LLC | 27 | 27 | 0.17% | 0.44% | 1.01% | Q1 2017 | Q3 2023 | 27 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 27 | 27 | 0.05% | 0.77% | 2.10% | Q3 2014 | Q1 2021 | 27 |
Cowen Prime Services LLC | 27 | 27 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q2 2021 | 27 |
Legacy Capital Partners, Inc. | 27 | 27 | 0.08% | 0.43% | 1.16% | Q4 2014 | Q2 2021 | 27 |
Capital World Investors | 27 | 27 | 0.00% | 0.38% | 0.80% | Q3 2014 | Q1 2021 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.04% | 0.17% | 0.45% | Q1 2017 | Q3 2023 | 27 |
GREENLEAF TRUST | 27 | 27 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Capital International, Inc./CA/ | 23 | 1 | 0.26% | 5.40% | 16.56% | Q3 2014 | Q3 2023 | 27 |
TCW GROUP INC | 23 | 1 | 0.01% | 0.20% | 0.41% | Q3 2014 | Q4 2022 | 27 |
TIEDEMANN ADVISORS, LLC | 26 | 26 | 0.02% | 0.05% | 0.12% | Q2 2017 | Q3 2023 | 26 |
FORMULA GROWTH LTD | 21 | 3 | 0.00% | 1.38% | 3.79% | Q2 2016 | Q3 2023 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.16% | 0.76% | 1.66% | Q4 2016 | Q1 2023 | 26 |
Fortis Advisors, LLC | 26 | 26 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q2 2023 | 26 |
Lee Financial Co | 19 | 7 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.00% | 0.01% | 0.08% | Q1 2017 | Q4 2023 | 26 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 23 | 3 | 0.00% | 0.30% | 2.03% | Q1 2017 | Q3 2023 | 26 |
Winslow, Evans & Crocker, Inc. | 26 | 26 | 0.03% | 0.09% | 0.29% | Q3 2014 | Q4 2020 | 26 |
HARVEY CAPITAL MANAGEMENT INC | 26 | 26 | 1.70% | 4.04% | 6.67% | Q1 2015 | Q2 2021 | 26 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 21 | 2 | 0.87% | 2.12% | 2.85% | Q3 2014 | Q2 2021 | 26 |
Ashmore Group plc | 23 | 3 | 0.01% | 12.93% | 27.48% | Q1 2015 | Q3 2021 | 26 |
Venturi Wealth Management, LLC | 22 | 4 | 0.02% | 0.07% | 0.19% | Q1 2017 | Q3 2023 | 26 |
First Allied Advisory Services, Inc. | 25 | 25 | 0.00% | 0.24% | 0.46% | Q3 2014 | Q3 2020 | 26 |
Highlander Capital Management, LLC | 22 | 4 | 0.01% | 0.09% | 0.35% | Q3 2014 | Q2 2021 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 26 |
Miracle Mile Advisors, LLC | 24 | 2 | 0.03% | 0.23% | 0.85% | Q1 2015 | Q3 2023 | 26 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.00% | 0.84% | 2.11% | Q4 2018 | Q3 2023 | 26 |
NewEdge Advisors, LLC | 26 | 26 | 0.01% | 0.11% | 0.35% | Q2 2017 | Q3 2023 | 26 |
Sunbelt Securities, Inc. | 25 | 1 | 0.01% | 0.34% | 0.76% | Q4 2016 | Q3 2023 | 26 |
Schonfeld Strategic Advisors LLC | 19 | 1 | 0.00% | 0.38% | 1.33% | Q1 2016 | Q3 2023 | 26 |
WELCH & FORBES LLC | 20 | 6 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q3 2021 | 26 |
Good Life Advisors, LLC | 26 | 26 | 0.02% | 0.14% | 0.28% | Q2 2017 | Q3 2023 | 26 |
Lombard Odier Asset Management (Switzerland) SA | 17 | 1 | 0.05% | 2.27% | 4.96% | Q3 2014 | Q2 2021 | 26 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 9 | 1 | 0.00% | 0.53% | 2.82% | Q3 2014 | Q2 2019 | 26 |
CIBC Asset Management Inc | 22 | 4 | 0.02% | 0.07% | 0.17% | Q3 2014 | Q1 2021 | 26 |
GROUP ONE TRADING, L.P. | 9 | 1 | 0.01% | 0.11% | 0.42% | Q3 2014 | Q3 2023 | 26 |
QVT Financial LP | 22 | 1 | 0.02% | 1.39% | 3.97% | Q3 2014 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.21% | 0.32% | 0.59% | Q3 2016 | Q3 2023 | 26 |
GAMBLE JONES INVESTMENT COUNSEL | 26 | 26 | 0.02% | 0.62% | 1.10% | Q2 2015 | Q3 2021 | 26 |
Allen Investment Management, LLC | 26 | 26 | 0.09% | 1.25% | 4.84% | Q2 2017 | Q3 2023 | 26 |
EP Wealth Advisors, LLC | 18 | 1 | 0.01% | 0.22% | 1.80% | Q3 2015 | Q3 2023 | 26 |
MARKSTON INTERNATIONAL LLC | 26 | 26 | 0.09% | 0.36% | 1.68% | Q3 2015 | Q4 2021 | 26 |
CIBC Private Wealth Group, LLC | 26 | 26 | 0.02% | 0.19% | 0.69% | Q2 2017 | Q3 2023 | 26 |
HARDING LOEVNER LP | 25 | 1 | 0.00% | 2.40% | 6.84% | Q3 2015 | Q3 2023 | 26 |
Hartford Financial Management Inc. | 24 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 26 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 1 | 0.00% | 0.14% | 0.54% | Q3 2014 | Q3 2023 | 26 |
MENORA MIVTACHIM HOLDINGS LTD. | 23 | 3 | 0.01% | 1.29% | 2.97% | Q1 2016 | Q3 2022 | 26 |
M Holdings Securities, Inc. | 18 | 1 | 0.04% | 0.26% | 0.58% | Q3 2014 | Q1 2023 | 26 |
Beaton Management Co. Inc. | 26 | 26 | 0.16% | 0.64% | 1.32% | Q2 2017 | Q3 2023 | 26 |
Cerity Partners LLC | 26 | 26 | 0.01% | 0.42% | 1.09% | Q2 2017 | Q3 2023 | 26 |
Nikko Asset Management Americas, Inc. | 19 | 7 | 0.04% | 1.35% | 3.16% | Q4 2016 | Q3 2023 | 26 |
Traynor Capital Management, Inc. | 19 | 4 | 0.00% | 0.19% | 1.27% | Q4 2017 | Q3 2023 | 26 |
DUNCKER STREETT & CO INC | 15 | 11 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2023 | 26 |
Millennium TVP Management Co., LLC | 10 | 6 | 8.02% | 18.50% | 30.22% | Q3 2014 | Q4 2021 | 26 |
Cutter & CO Brokerage, Inc. | 26 | 26 | 0.17% | 0.96% | 2.07% | Q3 2014 | Q4 2020 | 26 |
Sequoia Financial Advisors, LLC | 26 | 26 | 0.02% | 0.23% | 0.57% | Q2 2017 | Q3 2023 | 26 |
CPWM, LLC | 23 | 1 | 0.02% | 0.12% | 0.23% | Q4 2014 | Q3 2022 | 26 |
ALTFEST L J & CO INC | 24 | 2 | 0.04% | 0.39% | 1.28% | Q2 2016 | Q3 2023 | 26 |
Intermede Investment Partners Ltd | 25 | 25 | 2.50% | 4.96% | 7.11% | Q4 2015 | Q4 2021 | 25 |
Pflug Koory, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Polar Capital LLP | 24 | 24 | 0.00% | 1.29% | 3.28% | Q4 2014 | Q3 2020 | 25 |
HighPoint Advisor Group LLC | 24 | 1 | 0.10% | 0.25% | 0.41% | Q4 2015 | Q2 2022 | 25 |
PALISADE CAPITAL MANAGEMENT, LP | 25 | 25 | 0.01% | 0.05% | 0.16% | Q3 2017 | Q3 2023 | 25 |
HHR Asset Management, LLC | 22 | 3 | 3.92% | 4.29% | 4.84% | Q1 2015 | Q2 2021 | 25 |
J. Goldman & Co LP | 3 | 1 | 0.01% | 0.38% | 1.49% | Q3 2014 | Q3 2023 | 25 |
Capital Advisors, Ltd. LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 25 | 25 | 0.01% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 25 |
USS Investment Management Ltd | 23 | 2 | 0.00% | 3.48% | 7.09% | Q3 2014 | Q2 2021 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.06% | 0.40% | 0.88% | Q1 2016 | Q1 2022 | 25 |
Avestar Capital, LLC | 20 | 3 | 0.04% | 0.19% | 0.80% | Q4 2017 | Q3 2023 | 25 |
TELEMUS CAPITAL, LLC | 25 | 25 | 0.03% | 0.38% | 0.64% | Q1 2016 | Q1 2022 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.02% | 0.09% | Q3 2015 | Q3 2021 | 25 |
SeaTown Holdings Pte. Ltd. | 8 | 1 | 0.77% | 15.21% | 77.19% | Q3 2014 | Q4 2022 | 25 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 24 | 1 | 0.01% | 0.11% | 0.51% | Q2 2015 | Q3 2023 | 25 |
Shay Capital LLC | 10 | 1 | 0.05% | 1.21% | 6.03% | Q4 2020 | Q3 2023 | 25 |
Man Group plc | 23 | 23 | 0.01% | 0.93% | 2.16% | Q1 2018 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.21% | 0.77% | 2.18% | Q4 2016 | Q3 2023 | 25 |
Rehmann Capital Advisory Group | 15 | 10 | 0.03% | 0.07% | 0.13% | Q2 2017 | Q3 2023 | 25 |
CAXTON ASSOCIATES LP | 7 | 1 | 0.02% | 2.23% | 17.56% | Q3 2014 | Q2 2023 | 25 |
VAN ECK ASSOCIATES CORP | 23 | 1 | 0.00% | 0.52% | 0.89% | Q4 2014 | Q3 2023 | 25 |
WASATCH ADVISORS LP | 25 | 25 | 0.01% | 0.32% | 0.70% | Q3 2014 | Q3 2020 | 25 |
MONTAG A & ASSOCIATES INC | 16 | 9 | 0.00% | 0.23% | 1.09% | Q2 2017 | Q3 2023 | 25 |
Polen Capital Management | 25 | 25 | 0.00% | 0.20% | 0.76% | Q4 2015 | Q4 2021 | 25 |
BANK PICTET & CIE (ASIA) LTD | 21 | 4 | 0.14% | 1.36% | 2.57% | Q3 2015 | Q2 2022 | 25 |
Legacy Advisors, LLC | 25 | 25 | 0.04% | 1.24% | 3.07% | Q3 2017 | Q3 2023 | 25 |
ClariVest Asset Management LLC | 25 | 25 | 0.13% | 0.94% | 1.93% | Q4 2015 | Q4 2021 | 25 |
LORD, ABBETT & CO. LLC | 17 | 1 | 0.00% | 0.13% | 0.50% | Q3 2014 | Q4 2022 | 25 |
WEXFORD CAPITAL LP | 23 | 1 | 0.08% | 0.74% | 2.38% | Q4 2014 | Q2 2021 | 25 |
CABOT WEALTH MANAGEMENT INC | 21 | 4 | 0.18% | 0.67% | 1.08% | Q4 2016 | Q3 2023 | 25 |
GOFEN & GLOSSBERG LLC /IL/ | 23 | 2 | 0.01% | 0.05% | 0.13% | Q1 2015 | Q4 2022 | 25 |
D'Orazio & Associates, Inc. | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2021 | 25 |
KINGS POINT CAPITAL MANAGEMENT | 21 | 1 | 0.00% | 0.76% | 1.64% | Q4 2014 | Q1 2022 | 25 |
ENTERPRISE FINANCIAL SERVICES CORP | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2021 | 25 |
Veritable, L.P. | 18 | 7 | 0.01% | 0.12% | 0.67% | Q3 2014 | Q2 2022 | 25 |
Tredje AP-fonden | 21 | 4 | 0.01% | 0.05% | 0.28% | Q1 2017 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.01% | 0.13% | 0.33% | Q3 2017 | Q3 2023 | 25 |
Granite Investment Advisors, LLC | 25 | 25 | 0.04% | 0.31% | 0.64% | Q2 2015 | Q2 2021 | 25 |
Aperio Group, LLC | 25 | 25 | 0.00% | 0.20% | 0.63% | Q4 2014 | Q4 2020 | 25 |
CONDOR CAPITAL MANAGEMENT | 24 | 24 | 0.13% | 0.36% | 0.54% | Q3 2016 | Q2 2022 | 24 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 24 | 24 | 0.43% | 0.97% | 1.38% | Q2 2015 | Q1 2021 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.02% | 0.08% | 0.34% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.06% | 0.10% | 0.14% | Q4 2017 | Q3 2023 | 24 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 24 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.03% | 0.15% | 0.45% | Q4 2014 | Q3 2023 | 24 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24 | 24 | 0.00% | 0.11% | 0.32% | Q3 2015 | Q2 2021 | 24 |
AMUNDI ASSET MANAGEMENT US, INC. | 22 | 1 | 0.00% | 0.64% | 1.82% | Q3 2014 | Q1 2021 | 24 |
NWI MANAGEMENT LP | 17 | 7 | 0.01% | 2.09% | 10.24% | Q3 2014 | Q3 2023 | 24 |
Neumann Advisory Hong Kong Ltd | 24 | 24 | 1.01% | 12.26% | 25.28% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
MONETA GROUP INVESTMENT ADVISORS LLC | 23 | 1 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q2 2023 | 24 |
Newport Asia LLC | 24 | 24 | 3.78% | 29.43% | 53.68% | Q3 2014 | Q2 2020 | 24 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 0.00% | 0.37% | 2.48% | Q4 2017 | Q3 2023 | 24 |
Simmons Bank | 24 | 24 | 0.06% | 0.14% | 0.22% | Q1 2016 | Q4 2021 | 24 |
Analyst IMS Investment Management Services Ltd. | 24 | 24 | 0.14% | 0.66% | 1.60% | Q4 2017 | Q3 2023 | 24 |
AQR Capital Management | 23 | 1 | 0.00% | 0.78% | 1.82% | Q4 2015 | Q3 2023 | 24 |
Coronation Fund Managers Ltd. | 18 | 3 | 0.08% | 5.20% | 13.19% | Q2 2017 | Q3 2023 | 24 |
Cordasco Financial Network | 21 | 3 | 0.01% | 0.07% | 0.18% | Q3 2014 | Q2 2022 | 24 |
Taikang Asset Management (Hong Kong) Co Ltd | 24 | 24 | 1.85% | 13.93% | 30.74% | Q4 2017 | Q3 2023 | 24 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 24 | 24 | 0.01% | 1.69% | 3.12% | Q3 2014 | Q2 2020 | 24 |
SouthState Corp | 24 | 24 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q3 2023 | 24 |
FLOSSBACH VON STORCH AG | 24 | 24 | 0.01% | 1.10% | 6.17% | Q4 2017 | Q3 2023 | 24 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 12 | 1 | 0.09% | 0.80% | 1.96% | Q2 2015 | Q4 2022 | 24 |
WESTPAC BANKING CORP | 11 | 1 | 0.00% | 0.71% | 2.84% | Q3 2014 | Q1 2022 | 24 |
NEW SILK ROAD INVESTMENT PTE LTD | 17 | 2 | 0.74% | 32.37% | 77.40% | Q4 2016 | Q3 2023 | 24 |
Corbenic Partners LLC | 13 | 11 | 0.00% | 0.09% | 0.79% | Q3 2014 | Q2 2022 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Altshuler Shaham Ltd | 18 | 4 | 0.00% | 4.67% | 13.47% | Q4 2017 | Q3 2023 | 24 |
TRG Investments, LLC | 17 | 7 | 16.22% | 46.47% | 100.00% | Q4 2015 | Q4 2021 | 24 |
BDO Wealth Advisors, LLC | 24 | 24 | 0.00% | 0.02% | 0.08% | Q3 2017 | Q2 2023 | 24 |
BigSur Wealth Management LLC | 21 | 3 | 0.22% | 0.47% | 1.12% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.15% | 0.28% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 23 | 23 | 0.00% | 0.14% | 0.31% | Q1 2018 | Q3 2023 | 24 |
British Airways Pensions Investment Management Ltd | 24 | 24 | 0.13% | 2.17% | 4.97% | Q2 2015 | Q1 2021 | 24 |
ProShare Advisors LLC | 24 | 24 | 0.01% | 0.14% | 0.48% | Q4 2017 | Q3 2023 | 24 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.03% | 0.19% | Q1 2015 | Q4 2022 | 24 |
jvl associates llc | 24 | 24 | 0.52% | 1.89% | 4.08% | Q4 2017 | Q3 2023 | 24 |
Partnervest Advisory Services LLC | 22 | 22 | 0.00% | 0.17% | 0.44% | Q2 2015 | Q3 2020 | 24 |
Spot Trading L.L.C | 9 | 9 | 0.04% | 0.38% | 0.92% | Q1 2015 | Q1 2017 | 24 |
PATHSTONE FAMILY OFFICE, LLC | 21 | 1 | 0.00% | 0.10% | 0.20% | Q1 2018 | Q3 2023 | 24 |
Farmers & Merchants Trust Co of Chambersburg PA | 24 | 24 | 0.04% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 24 |
LYELL WEALTH MANAGEMENT, LP | 23 | 1 | 0.02% | 1.09% | 2.37% | Q4 2016 | Q1 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.14% | 0.41% | Q4 2017 | Q3 2023 | 24 |
Ruffer LLP | 18 | 6 | 0.02% | 1.10% | 6.22% | Q2 2017 | Q3 2023 | 24 |
BP PLC | 23 | 23 | 0.48% | 1.71% | 2.90% | Q4 2015 | Q2 2021 | 23 |
Cottage Street Advisors LLC | 23 | 23 | 0.14% | 0.45% | 1.95% | Q4 2015 | Q2 2021 | 23 |
Spectrum Management Group, LLC | 17 | 1 | 0.01% | 0.01% | 0.04% | Q3 2014 | Q3 2021 | 23 |
Peregrine Asset Advisers, Inc. | 17 | 1 | 0.14% | 0.72% | 3.48% | Q3 2014 | Q2 2022 | 23 |
Northstar Group, Inc. | 23 | 23 | 0.14% | 0.23% | 0.52% | Q1 2018 | Q3 2023 | 23 |
Tiger Pacific Capital LP | 16 | 1 | 1.47% | 10.12% | 23.14% | Q2 2016 | Q1 2023 | 23 |
TRUE Private Wealth Advisors | 19 | 4 | 0.02% | 0.07% | 0.17% | Q4 2017 | Q3 2023 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.02% | 0.08% | 0.16% | Q4 2016 | Q2 2022 | 23 |
SCGE MANAGEMENT, L.P. | 16 | 1 | 0.17% | 5.03% | 9.33% | Q3 2014 | Q2 2021 | 23 |
abrdn plc | 15 | 8 | 0.00% | 0.83% | 2.39% | Q3 2017 | Q2 2023 | 23 |
Sustainable Growth Advisers, LP | 15 | 1 | 0.02% | 1.05% | 2.22% | Q3 2014 | Q2 2021 | 23 |
FIRST FOUNDATION ADVISORS | 20 | 3 | 0.01% | 0.15% | 0.50% | Q4 2015 | Q4 2021 | 23 |
X-Square Capital, LLC | 13 | 10 | 0.76% | 1.48% | 3.15% | Q4 2017 | Q3 2023 | 23 |
CAPITAL ADVISORS INC/OK | 15 | 1 | 0.01% | 0.81% | 1.71% | Q3 2014 | Q2 2021 | 23 |
TD Capital Management LLC | 18 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 23 |
MEITAV INVESTMENT HOUSE LTD | 23 | 23 | 0.01% | 0.80% | 2.75% | Q1 2018 | Q3 2023 | 23 |
Narwhal Capital Management | 22 | 1 | 0.04% | 0.18% | 0.40% | Q4 2014 | Q3 2020 | 23 |
Simplicity Solutions, LLC | 19 | 4 | 0.01% | 0.11% | 0.48% | Q4 2016 | Q3 2023 | 23 |
QS Investors, LLC | 23 | 23 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q2 2021 | 23 |
GFS Advisors, LLC | 22 | 1 | 0.01% | 1.29% | 3.23% | Q1 2016 | Q3 2023 | 23 |
Bristlecone Advisors, LLC | 18 | 5 | 0.03% | 0.19% | 0.40% | Q4 2017 | Q3 2023 | 23 |
Appaloosa LP | 9 | 1 | 0.53% | 5.80% | 13.46% | Q2 2017 | Q3 2023 | 23 |
Graticule Asia Macro Advisors LLC | 7 | 1 | 0.02% | 2.30% | 19.11% | Q2 2015 | Q4 2022 | 23 |
VANGUARD GROUP INC | 22 | 1 | 0.00% | 0.22% | 0.61% | Q4 2015 | Q2 2023 | 23 |
Douglas Lane & Associates, LLC | 23 | 23 | 0.01% | 0.68% | 1.44% | Q1 2018 | Q3 2023 | 23 |
Freedom Investment Management, Inc. | 18 | 1 | 0.02% | 0.05% | 0.09% | Q4 2015 | Q4 2021 | 23 |
Baystate Wealth Management LLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 23 |
MAI Capital Management | 23 | 23 | 0.01% | 0.22% | 1.30% | Q1 2018 | Q3 2023 | 23 |
Segantii Capital Management Ltd | 7 | 1 | 0.00% | 5.58% | 19.34% | Q3 2015 | Q3 2023 | 23 |
Portland Global Advisors LLC | 21 | 2 | 0.08% | 0.43% | 1.03% | Q3 2017 | Q3 2023 | 23 |
PITCAIRN CO | 11 | 2 | 0.02% | 0.22% | 0.52% | Q4 2014 | Q3 2021 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.37% | 1.47% | Q1 2018 | Q3 2023 | 23 |
Thomas J. Herzfeld Advisors, Inc. | 12 | 11 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 23 |
Crewe Advisors LLC | 14 | 9 | 0.00% | 0.05% | 0.20% | Q4 2017 | Q3 2023 | 23 |
PARUS FINANCE (UK) Ltd | 22 | 1 | 0.89% | 6.31% | 11.17% | Q2 2016 | Q1 2023 | 23 |
Winslow Capital Management, LLC | 17 | 6 | 0.00% | 1.53% | 2.60% | Q3 2014 | Q3 2020 | 23 |
Select Equity Group, L.P. | 23 | 23 | 0.10% | 1.29% | 3.35% | Q3 2014 | Q1 2020 | 23 |
SHELL ASSET MANAGEMENT CO | 23 | 23 | 0.38% | 1.69% | 4.58% | Q4 2015 | Q2 2021 | 23 |
Whale Rock Capital Management | 18 | 1 | 1.01% | 3.49% | 7.44% | Q3 2014 | Q1 2023 | 23 |
FIRST MERCANTILE TRUST CO | 23 | 23 | 0.03% | 0.15% | 0.40% | Q3 2014 | Q1 2020 | 23 |
FARMERS & MERCHANTS INVESTMENTS INC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
RPg Family Wealth Advisory, LLC | 17 | 2 | 0.02% | 0.06% | 0.46% | Q4 2016 | Q3 2023 | 23 |
Silver Lake Group, L.L.C. | 23 | 23 | 11.38% | 24.78% | 69.17% | Q3 2014 | Q1 2020 | 23 |
EVERGREEN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.02% | 0.28% | 0.82% | Q1 2018 | Q3 2023 | 23 |
BRADLEY FOSTER & SARGENT INC/CT | 18 | 5 | 0.01% | 0.08% | 0.21% | Q4 2015 | Q3 2021 | 23 |
Banco Santander, S.A. | 23 | 23 | 0.14% | 0.97% | 3.67% | Q1 2018 | Q3 2023 | 23 |
DOLIVER ADVISORS, LP | 21 | 21 | 0.00% | 0.51% | 1.56% | Q3 2018 | Q3 2023 | 23 |
SignalPoint Asset Management, LLC | 17 | 5 | 0.08% | 0.38% | 2.68% | Q4 2015 | Q3 2021 | 22 |
Kiwi Wealth Investments Limited Partnership | 17 | 2 | 0.31% | 0.95% | 2.28% | Q1 2017 | Q1 2023 | 22 |
Russell Clark Investment Management Ltd | 18 | 1 | 0.16% | 1.71% | 3.39% | Q4 2014 | Q3 2021 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.06% | 0.13% | 0.20% | Q3 2014 | Q4 2019 | 22 |
CRA Financial Services, LLC | 18 | 18 | 0.01% | 0.52% | 1.21% | Q4 2018 | Q1 2023 | 22 |
Owl Creek Asset Management, L.P. | 7 | 2 | 0.26% | 2.63% | 7.62% | Q4 2015 | Q3 2023 | 22 |
Frontier Wealth Management LLC | 18 | 4 | 0.01% | 0.09% | 0.34% | Q4 2014 | Q4 2021 | 22 |
WELCH CAPITAL PARTNERS LLC/NY | 21 | 1 | 0.60% | 2.34% | 5.00% | Q2 2015 | Q2 2021 | 22 |
Capital Investment Advisory Services, LLC | 21 | 21 | 0.01% | 0.08% | 0.14% | Q3 2018 | Q3 2023 | 22 |
Carmichael Hill & Associates, Inc. | 13 | 13 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q4 2022 | 22 |
Oribel Capital Management, LP | 7 | 1 | 0.13% | 2.73% | 8.32% | Q1 2017 | Q1 2021 | 22 |
Family Management Corp | 12 | 3 | 0.01% | 0.87% | 2.49% | Q3 2014 | Q3 2021 | 22 |
PICTON MAHONEY ASSET MANAGEMENT | 7 | 1 | 0.02% | 0.17% | 0.39% | Q3 2014 | Q3 2023 | 22 |
Mawer Investment Management Ltd. | 18 | 4 | 0.01% | 0.64% | 2.04% | Q1 2015 | Q4 2021 | 22 |
Blue Fin Capital, Inc. | 20 | 2 | 0.11% | 0.43% | 0.68% | Q1 2015 | Q4 2021 | 22 |
W.G. Shaheen & Associates DBA Whitney & Co | 17 | 5 | 0.04% | 0.42% | 1.41% | Q1 2018 | Q3 2023 | 22 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.07% | 0.28% | Q3 2018 | Q3 2023 | 22 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.02% | 0.17% | 0.37% | Q1 2017 | Q2 2022 | 22 |
Belpointe Asset Management LLC | 20 | 2 | 0.05% | 0.28% | 0.92% | Q3 2017 | Q1 2023 | 22 |
ALBION FINANCIAL GROUP /UT | 15 | 7 | 0.00% | 0.06% | 0.12% | Q2 2017 | Q4 2022 | 22 |
NORGES BANK | 22 | 22 | 0.01% | 0.63% | 1.94% | Q3 2017 | Q4 2022 | 22 |
Prime Capital Management Co Ltd | 13 | 1 | 5.24% | 22.98% | 47.59% | Q3 2014 | Q4 2022 | 22 |
Institute for Wealth Management, LLC. | 20 | 1 | 0.10% | 0.21% | 0.38% | Q2 2017 | Q3 2023 | 22 |
Swiss National Bank | 22 | 22 | 0.16% | 0.56% | 1.10% | Q4 2015 | Q1 2021 | 22 |
NORTH STAR ASSET MANAGEMENT INC | 22 | 22 | 0.01% | 0.24% | 0.42% | Q2 2016 | Q3 2021 | 22 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 21 | 1 | 0.02% | 0.87% | 2.60% | Q1 2016 | Q1 2022 | 22 |
Clearwater Capital Advisors, LLC | 21 | 1 | 0.04% | 0.06% | 0.10% | Q3 2016 | Q1 2022 | 22 |
CONNING INC. | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2023 | 22 |
Quantitative Systematic Strategies LLC | 12 | 1 | 0.07% | 0.29% | 0.60% | Q3 2014 | Q2 2021 | 22 |
WCM INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.18% | 0.49% | Q4 2016 | Q1 2022 | 22 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.01% | 0.38% | 2.25% | Q3 2014 | Q3 2023 | 22 |
CAAS CAPITAL MANAGEMENT LP | 7 | 1 | 0.02% | 1.38% | 4.73% | Q2 2020 | Q2 2023 | 22 |
Oak Asset Management, LLC | 13 | 4 | 0.23% | 0.81% | 1.62% | Q4 2017 | Q3 2023 | 22 |
Hexavest Inc. | 22 | 22 | 0.10% | 0.30% | 0.55% | Q4 2015 | Q1 2021 | 22 |
WESTWOOD HOLDINGS GROUP INC | 20 | 1 | 0.00% | 0.11% | 0.45% | Q4 2015 | Q4 2022 | 22 |
Homrich & Berg | 18 | 2 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q3 2021 | 22 |
CULLINAN ASSOCIATES INC | 12 | 10 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 22 |
JANICZEK WEALTH MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Gulf International Bank (UK) Ltd | 22 | 22 | 0.15% | 0.63% | 1.24% | Q4 2015 | Q1 2021 | 22 |
Quadrant Private Wealth Management, LLC | 18 | 4 | 0.24% | 0.69% | 1.58% | Q1 2018 | Q3 2023 | 22 |
L & S Advisors Inc | 19 | 1 | 0.06% | 0.28% | 1.18% | Q4 2014 | Q1 2022 | 22 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 22 | 22 | 0.16% | 1.85% | 6.40% | Q4 2015 | Q1 2021 | 22 |
Alecta Tjanstepension Omsesidigt | 18 | 4 | 0.00% | 2.11% | 4.32% | Q4 2014 | Q3 2022 | 22 |
CAMBRIDGE TRUST CO | 12 | 10 | 0.00% | 0.47% | 1.43% | Q1 2018 | Q3 2023 | 22 |
Ashfield Capital Partners, LLC | 18 | 4 | 0.14% | 0.57% | 0.92% | Q3 2014 | Q3 2021 | 22 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 20 | 2 | 0.19% | 0.57% | 1.22% | Q1 2015 | Q3 2023 | 22 |
Van Hulzen Asset Management, LLC | 6 | 2 | 0.03% | 0.26% | 0.97% | Q4 2014 | Q2 2022 | 22 |
Pentwater Capital Management LP | 11 | 2 | 0.05% | 0.48% | 1.42% | Q3 2018 | Q3 2023 | 22 |
Vident Investment Advisory, LLC | 14 | 1 | 0.02% | 0.10% | 0.54% | Q1 2015 | Q2 2023 | 22 |
SUMITOMO LIFE INSURANCE CO | 22 | 22 | 0.02% | 0.16% | 0.35% | Q1 2016 | Q2 2021 | 22 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 22 | 22 | 0.06% | 0.23% | 0.36% | Q3 2016 | Q4 2021 | 22 |
MGO ONE SEVEN LLC | 19 | 1 | 0.01% | 0.17% | 0.60% | Q4 2017 | Q3 2023 | 22 |
JARISLOWSKY, FRASER Ltd | 22 | 22 | 0.00% | 0.21% | 0.58% | Q1 2018 | Q2 2023 | 22 |
WESBANCO BANK INC | 15 | 1 | 0.02% | 0.32% | 0.57% | Q1 2017 | Q3 2023 | 22 |
Hansberger Growth Investors, LP | 22 | 22 | 3.84% | 8.19% | 11.21% | Q2 2015 | Q3 2020 | 22 |
VIKING GLOBAL INVESTORS LP | 10 | 1 | 0.32% | 2.10% | 8.64% | Q3 2014 | Q2 2023 | 22 |
Korea Investment CORP | 22 | 22 | 0.28% | 0.77% | 1.09% | Q4 2015 | Q1 2021 | 22 |
FIDUCIARY TRUST CO | 17 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q4 2021 | 22 |
Covington Capital Management | 22 | 22 | 0.02% | 0.31% | 0.82% | Q2 2017 | Q3 2022 | 22 |
MEYER HANDELMAN CO | 22 | 22 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 22 |
C WorldWide Group Holding A/S | 21 | 21 | 0.14% | 1.67% | 3.14% | Q2 2015 | Q2 2020 | 21 |
Horiko Capital Management LLC | 17 | 17 | 0.09% | 3.71% | 10.12% | Q3 2019 | Q3 2023 | 21 |
Overbrook Management Corp | 21 | 21 | 0.14% | 1.06% | 4.58% | Q1 2017 | Q1 2022 | 21 |
BB&T SECURITIES, LLC | 21 | 21 | 0.01% | 0.08% | 0.22% | Q3 2014 | Q3 2019 | 21 |
Private Wealth Partners, LLC | 10 | 3 | 0.00% | 1.23% | 3.41% | Q3 2014 | Q3 2021 | 21 |
BBR PARTNERS, LLC | 7 | 1 | 0.02% | 0.07% | 0.36% | Q3 2014 | Q3 2023 | 21 |
Integre Asset Management, LLC | 21 | 21 | 0.10% | 1.11% | 1.62% | Q4 2014 | Q4 2019 | 21 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 20 | 1 | 0.06% | 0.27% | 0.61% | Q4 2015 | Q1 2021 | 21 |
Laurel Wealth Advisors, Inc. | 19 | 2 | 0.02% | 0.11% | 0.25% | Q4 2015 | Q4 2021 | 21 |
Rokos Capital Management LLP | 9 | 1 | 0.17% | 10.90% | 34.17% | Q2 2020 | Q3 2023 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.33% | 1.20% | 1.88% | Q3 2018 | Q3 2023 | 21 |
CTC LLC | 13 | 2 | 0.00% | 0.07% | 0.46% | Q3 2017 | Q3 2023 | 21 |
West Oak Capital, LLC | 21 | 21 | 0.01% | 0.05% | 0.08% | Q3 2016 | Q3 2021 | 21 |
COUNTRY TRUST BANK | 20 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2023 | 21 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 16 | 5 | 0.32% | 0.88% | 1.74% | Q4 2015 | Q1 2021 | 21 |
MOTCO | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Ninety One North America, Inc. | 20 | 1 | 0.02% | 6.85% | 22.68% | Q4 2014 | Q4 2021 | 21 |
BARINGS LLC | 21 | 21 | 0.01% | 4.68% | 8.74% | Q1 2017 | Q1 2022 | 21 |
Raab & Moskowitz Asset Management LLC | 14 | 1 | 0.00% | 0.29% | 0.68% | Q4 2014 | Q4 2021 | 21 |
Baltimore-Washington Financial Advisors, Inc. | 21 | 21 | 0.02% | 1.65% | 2.65% | Q2 2017 | Q2 2022 | 21 |
HOLLENCREST CAPITAL MANAGEMENT | 12 | 1 | 0.00% | 0.07% | 0.18% | Q1 2015 | Q3 2023 | 21 |
DIMENSION CAPITAL MANAGEMENT LLC | 21 | 21 | 0.08% | 0.52% | 1.38% | Q3 2018 | Q3 2023 | 21 |
BURNEY CO/ | 20 | 1 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q2 2021 | 21 |
Pinnacle Wealth Planning Services, Inc. | 11 | 4 | 0.06% | 0.22% | 0.40% | Q4 2017 | Q3 2023 | 21 |
RIVER GLOBAL INVESTORS LLP | 19 | 2 | 0.24% | 1.07% | 2.04% | Q1 2015 | Q2 2020 | 21 |
RATIONAL ADVISORS LLC | 9 | 1 | 0.01% | 0.54% | 1.98% | Q4 2014 | Q2 2021 | 21 |
Ironwood Financial, llc | 17 | 4 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2021 | 21 |
Meridian Wealth Management, LLC | 20 | 1 | 0.02% | 0.14% | 0.24% | Q2 2017 | Q1 2023 | 21 |
Cavalry Management Group, LLC | 19 | 2 | 1.36% | 4.65% | 10.44% | Q4 2015 | Q1 2021 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.07% | 0.17% | Q4 2017 | Q4 2022 | 21 |
Summit Trail Advisors, LLC | 12 | 4 | 0.01% | 0.08% | 0.22% | Q4 2017 | Q3 2023 | 21 |
ONTARIO TEACHERS PENSION PLAN BOARD | 13 | 8 | 0.02% | 0.62% | 2.30% | Q3 2014 | Q3 2021 | 21 |
Pictet North America Advisors SA | 17 | 1 | 0.05% | 1.42% | 6.21% | Q4 2014 | Q3 2022 | 21 |
Dynamic Advisor Solutions LLC | 16 | 1 | 0.00% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 21 |
Waverton Investment Management Ltd | 21 | 21 | 0.18% | 0.74% | 1.90% | Q3 2018 | Q3 2023 | 21 |
ArchPoint Investors | 21 | 21 | 0.66% | 1.80% | 3.83% | Q3 2018 | Q3 2023 | 21 |
B. Riley Wealth Management, Inc. | 16 | 5 | 0.03% | 0.28% | 0.65% | Q4 2014 | Q2 2022 | 21 |
Broad Peak Investment Holdings Ltd. | 12 | 2 | 0.48% | 11.63% | 27.56% | Q1 2018 | Q3 2023 | 21 |
AMERICAN INTERNATIONAL GROUP, INC. | 14 | 7 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q4 2021 | 21 |
SOL Capital Management CO | 21 | 21 | 0.08% | 0.27% | 0.72% | Q3 2018 | Q3 2023 | 21 |
FARALLON CAPITAL MANAGEMENT LLC | 13 | 1 | 0.20% | 0.93% | 2.75% | Q3 2014 | Q3 2023 | 21 |
Bray Capital Advisors | 19 | 2 | 0.03% | 0.32% | 0.76% | Q2 2015 | Q3 2022 | 21 |
SUNTRUST BANKS INC | 21 | 21 | 0.01% | 0.04% | 0.08% | Q3 2014 | Q3 2019 | 21 |
BAILARD, INC. | 20 | 1 | 0.02% | 0.14% | 0.64% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.08% | 0.24% | Q3 2018 | Q3 2023 | 21 |
MOODY LYNN & LIEBERSON, LLC | 12 | 1 | 0.05% | 1.04% | 2.64% | Q3 2014 | Q2 2021 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
LMR Partners LLP | 14 | 1 | 0.03% | 0.97% | 3.98% | Q2 2015 | Q3 2023 | 21 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 12 | 9 | 0.01% | 0.14% | 0.34% | Q1 2018 | Q3 2023 | 21 |
Bayesian Capital Management, LP | 5 | 1 | 0.03% | 0.64% | 1.71% | Q4 2015 | Q3 2023 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Andra AP-fonden | 12 | 9 | 0.01% | 0.63% | 1.84% | Q4 2015 | Q1 2021 | 21 |
BURNS J W & CO INC/NY | 21 | 21 | 0.10% | 0.34% | 0.56% | Q1 2017 | Q1 2022 | 21 |
Personal Capital Advisors Corp | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 21 |
QUATTRO FINANCIAL ADVISORS LLC | 16 | 5 | 0.05% | 1.70% | 8.14% | Q1 2018 | Q2 2023 | 21 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 20 | 1 | 0.09% | 0.16% | 0.28% | Q3 2014 | Q3 2022 | 21 |
CHELSEA COUNSEL CO | 14 | 7 | 0.17% | 0.48% | 1.06% | Q4 2014 | Q1 2020 | 21 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 21 | 21 | 0.16% | 0.67% | 1.73% | Q3 2017 | Q3 2022 | 21 |
MAVERICK CAPITAL LTD | 16 | 1 | 0.41% | 2.86% | 6.15% | Q3 2014 | Q3 2023 | 20 |
Duquesne Family Office | 11 | 1 | 0.11% | 3.19% | 7.20% | Q3 2014 | Q3 2023 | 20 |
Mondrian Investment Partners LTD | 20 | 20 | 0.00% | 2.45% | 12.70% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.02% | 0.12% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Qtron Investments LLC | 20 | 20 | 0.06% | 6.74% | 17.45% | Q4 2018 | Q3 2023 | 20 |
HoyleCohen, LLC | 20 | 20 | 0.02% | 0.44% | 0.85% | Q4 2017 | Q3 2022 | 20 |
First Bank & Trust | 20 | 20 | 0.03% | 0.35% | 0.64% | Q3 2017 | Q2 2022 | 20 |
Canal Capital Management, LLC | 20 | 20 | 0.21% | 0.57% | 0.98% | Q1 2017 | Q4 2021 | 20 |
Proficio Capital Partners LLC | 13 | 7 | 0.01% | 0.07% | 0.23% | Q2 2016 | Q2 2022 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 20 |
Aperture Investors, LLC | 16 | 16 | 0.20% | 1.76% | 8.98% | Q4 2019 | Q3 2023 | 20 |
Norway Savings Bank | 20 | 20 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q2 2022 | 20 |
Liberty Mutual Group Asset Management Inc. | 20 | 20 | 0.06% | 0.26% | 0.74% | Q3 2014 | Q2 2019 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.13% | 0.27% | 0.49% | Q4 2018 | Q3 2023 | 20 |
Greenwoods Asset Management Ltd | 20 | 20 | 1.89% | 21.03% | 45.91% | Q1 2016 | Q4 2020 | 20 |
Icon Wealth Partners, LLC | 17 | 3 | 0.01% | 0.19% | 0.38% | Q4 2017 | Q3 2023 | 20 |
Congress Park Capital LLC | 18 | 18 | 0.01% | 4.09% | 7.07% | Q4 2017 | Q1 2022 | 20 |
Kazazian Asset Management, LLC | 20 | 20 | 0.79% | 1.52% | 2.62% | Q4 2014 | Q3 2019 | 20 |
AJO, LP | 20 | 20 | 0.02% | 0.21% | 0.60% | Q4 2015 | Q3 2020 | 20 |
Kemnay Advisory Services Inc. | 18 | 2 | 3.50% | 6.36% | 10.37% | Q2 2017 | Q2 2023 | 20 |
SHELTON CAPITAL MANAGEMENT | 17 | 1 | 0.01% | 0.10% | 0.20% | Q4 2014 | Q3 2021 | 20 |
Northeast Financial Consultants Inc | 20 | 20 | 0.03% | 0.18% | 0.34% | Q2 2017 | Q1 2022 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.01% | 0.07% | 0.17% | Q4 2018 | Q3 2023 | 20 |
AMF Tjanstepension AB | 20 | 20 | 0.01% | 1.16% | 3.32% | Q4 2018 | Q3 2023 | 20 |
HM PAYSON & CO | 18 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 20 |
Tidal Investments LLC | 20 | 20 | 0.02% | 0.45% | 0.84% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
UBS OCONNOR LLC | 7 | 3 | 0.00% | 0.23% | 1.34% | Q3 2014 | Q1 2020 | 20 |
Itau Unibanco Holding S.A. | 18 | 1 | 0.01% | 0.43% | 1.54% | Q2 2018 | Q3 2023 | 20 |
DUBUQUE BANK & TRUST CO | 20 | 20 | 0.05% | 0.26% | 0.40% | Q1 2017 | Q4 2021 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.06% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Central Asset Investments & Management Holdings (HK) Ltd | 5 | 1 | 0.30% | 4.56% | 17.38% | Q3 2014 | Q1 2023 | 20 |
Pendal Group Ltd | 20 | 20 | 0.24% | 1.90% | 5.88% | Q2 2017 | Q1 2022 | 20 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
FIRST INTERSTATE BANK | 20 | 20 | 0.01% | 0.24% | 0.38% | Q3 2015 | Q2 2020 | 20 |
ROPES WEALTH ADVISORS LLC | 20 | 20 | 0.01% | 0.55% | 1.31% | Q4 2018 | Q3 2023 | 20 |
DUMAC, INC. | 10 | 1 | 0.15% | 1.74% | 4.23% | Q4 2016 | Q3 2023 | 20 |
Avitas Wealth Management LLC | 17 | 3 | 0.05% | 0.26% | 0.52% | Q2 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.44% | 0.83% | 1.40% | Q4 2017 | Q3 2022 | 20 |
PATTEN & PATTEN INC/TN | 19 | 1 | 0.01% | 0.05% | 0.09% | Q2 2017 | Q2 2022 | 20 |
Allen Capital Group, LLC | 17 | 3 | 0.18% | 0.38% | 0.59% | Q3 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Ahrens Investment Partners LLC | 15 | 1 | 0.03% | 0.17% | 0.32% | Q2 2017 | Q1 2023 | 20 |
Harbour Capital Advisors, LLC | 16 | 4 | 0.13% | 0.49% | 0.86% | Q4 2016 | Q4 2021 | 20 |
SevenBridge Financial Group, LLC | 18 | 2 | 0.03% | 0.19% | 0.67% | Q2 2016 | Q2 2021 | 20 |
All-Stars Investment Ltd | 8 | 1 | 3.35% | 14.81% | 39.39% | Q2 2014 | Q2 2020 | 20 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 20 | 20 | 0.01% | 0.36% | 0.65% | Q4 2014 | Q3 2019 | 20 |
PARSONS CAPITAL MANAGEMENT INC/RI | 19 | 1 | 0.01% | 0.17% | 0.41% | Q1 2015 | Q2 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.03% | 0.08% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Evolution Wealth Advisors, LLC | 20 | 20 | 0.06% | 0.63% | 2.86% | Q4 2018 | Q3 2023 | 20 |
CAPITAL GUARDIAN TRUST CO | 20 | 20 | 0.06% | 1.15% | 3.03% | Q3 2014 | Q2 2019 | 20 |
DODGE & COX | 20 | 20 | 0.31% | 0.70% | 0.97% | Q4 2018 | Q3 2023 | 20 |
Rovida Advisors Inc. | 19 | 1 | 0.92% | 5.27% | 9.17% | Q2 2017 | Q4 2022 | 20 |
Boussard & Gavaudan Investment Management LLP | 12 | 8 | 5.95% | 61.39% | 93.79% | Q2 2016 | Q1 2022 | 20 |
GARDNER LEWIS ASSET MANAGEMENT L P | 8 | 3 | 0.08% | 0.58% | 1.81% | Q1 2015 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.02% | 0.09% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Hardman Johnston Global Advisors LLC | 17 | 3 | 3.72% | 9.59% | 17.03% | Q4 2016 | Q3 2023 | 20 |
SFMG, LLC | 20 | 20 | 0.02% | 0.09% | 0.19% | Q3 2017 | Q2 2022 | 20 |
IRON Financial LLC | 11 | 1 | 0.13% | 0.29% | 0.58% | Q4 2017 | Q3 2023 | 20 |
Moloney Securities Asset Management, LLC | 20 | 20 | 0.04% | 0.15% | 0.28% | Q3 2017 | Q2 2022 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.07% | 0.48% | Q1 2018 | Q3 2023 | 20 |
PEAPACK GLADSTONE FINANCIAL CORP | 19 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2023 | 20 |
Sarasin & Partners LLP | 20 | 20 | 0.05% | 0.96% | 2.47% | Q4 2015 | Q3 2020 | 20 |
V Wealth Advisors LLC | 19 | 1 | 0.02% | 0.18% | 1.01% | Q2 2017 | Q3 2023 | 20 |
Bell & Brown Wealth Advisors, LLC | 12 | 8 | 1.08% | 1.87% | 2.83% | Q4 2017 | Q2 2023 | 20 |
CALTON & ASSOCIATES, INC. | 17 | 3 | 0.05% | 0.19% | 0.35% | Q4 2017 | Q2 2023 | 20 |
Calixto Global Investors, LP | 9 | 2 | 5.35% | 11.89% | 17.48% | Q2 2016 | Q3 2022 | 20 |
NINE MASTS CAPITAL Ltd | 6 | 1 | 0.00% | 3.36% | 11.76% | Q1 2015 | Q4 2022 | 20 |
CHARTWELL INVESTMENT PARTNERS, LLC | 13 | 7 | 0.11% | 0.21% | 0.42% | Q2 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.04% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Lenox Wealth Advisors, LLC | 19 | 1 | 0.00% | 0.04% | 0.08% | Q4 2015 | Q1 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.05% | 0.15% | 0.25% | Q4 2017 | Q3 2022 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.22% | 0.45% | 0.80% | Q4 2018 | Q3 2023 | 20 |
E&G Advisors, LP | 20 | 20 | 0.07% | 0.16% | 0.27% | Q3 2017 | Q2 2022 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.07% | 0.20% | 1.04% | Q4 2014 | Q3 2019 | 20 |
Freestone Capital Holdings, LLC | 20 | 20 | 0.02% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.04% | 0.44% | 0.67% | Q3 2017 | Q2 2022 | 20 |
FinTrust Capital Advisors, LLC | 15 | 4 | 0.00% | 0.25% | 1.00% | Q4 2018 | Q3 2023 | 20 |
SCOPUS ASSET MANAGEMENT, L.P. | 5 | 1 | 0.13% | 0.75% | 1.85% | Q3 2014 | Q1 2023 | 20 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 20 | 20 | 0.14% | 0.41% | 0.75% | Q4 2018 | Q3 2023 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.05% | 0.33% | 0.78% | Q4 2018 | Q3 2023 | 20 |
CYPRESS ASSET MANAGEMENT INC/TX | 20 | 20 | 0.05% | 0.48% | 0.95% | Q2 2017 | Q1 2022 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.01% | 0.20% | 0.48% | Q3 2017 | Q2 2022 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.04% | 0.08% | 0.13% | Q4 2015 | Q3 2020 | 20 |
Grace Capital | 15 | 5 | 0.19% | 0.70% | 1.46% | Q4 2014 | Q4 2021 | 20 |
OppenheimerFunds, Inc. | 19 | 19 | 0.29% | 2.34% | 4.40% | Q3 2014 | Q1 2019 | 19 |
Honeycomb Asset Management LP | 9 | 1 | 0.92% | 4.83% | 8.12% | Q1 2017 | Q2 2023 | 19 |
Summit X, LLC | 17 | 1 | 0.00% | 0.24% | 0.64% | Q2 2018 | Q4 2022 | 19 |
Dai-ichi Life Insurance Company, Ltd | 19 | 19 | 0.24% | 1.07% | 2.51% | Q4 2016 | Q2 2021 | 19 |
CHOREO, LLC | 16 | 3 | 0.01% | 0.07% | 0.19% | Q4 2016 | Q3 2023 | 19 |
Kayak Investment Partners LLC | 19 | 19 | 7.58% | 11.45% | 19.43% | Q4 2016 | Q2 2021 | 19 |
PARK AVENUE SECURITIES LLC | 18 | 1 | 0.01% | 0.06% | 0.16% | Q3 2018 | Q3 2023 | 19 |
MITCHELL CAPITAL MANAGEMENT CO | 16 | 3 | 0.04% | 0.31% | 1.04% | Q4 2014 | Q4 2021 | 19 |
GW&K Investment Management, LLC | 19 | 19 | 0.00% | 0.76% | 2.04% | Q1 2019 | Q3 2023 | 19 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.01% | 0.22% | 0.48% | Q3 2014 | Q1 2019 | 19 |
MARINO, STRAM & ASSOCIATES LLC | 7 | 6 | 0.03% | 0.09% | 0.18% | Q4 2017 | Q3 2023 | 19 |
GRIFFIN ASSET MANAGEMENT, INC. | 19 | 19 | 0.14% | 0.54% | 0.94% | Q3 2017 | Q1 2022 | 19 |
MARIETTA INVESTMENT PARTNERS LLC | 18 | 1 | 0.08% | 2.12% | 3.44% | Q4 2014 | Q2 2021 | 19 |
Zurich Insurance Group Ltd/FI | 19 | 19 | 0.04% | 0.23% | 0.43% | Q1 2017 | Q3 2021 | 19 |
DUPONT CAPITAL MANAGEMENT CORP | 19 | 19 | 0.16% | 0.70% | 1.38% | Q1 2017 | Q3 2021 | 19 |
BERKSHIRE CAPITAL HOLDINGS INC | 14 | 5 | 0.00% | 1.63% | 8.78% | Q1 2018 | Q1 2023 | 19 |
STATE OF WISCONSIN INVESTMENT BOARD | 13 | 1 | 0.00% | 0.12% | 0.40% | Q3 2014 | Q1 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 19 |
SHEETS SMITH WEALTH MANAGEMENT | 11 | 1 | 0.07% | 0.44% | 1.78% | Q3 2016 | Q3 2021 | 19 |
JUPITER ASSET MANAGEMENT LTD | 15 | 1 | 0.00% | 0.32% | 1.20% | Q3 2014 | Q3 2023 | 19 |
CUMBERLAND ADVISORS INC | 12 | 7 | 0.09% | 0.37% | 0.57% | Q4 2018 | Q3 2023 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2020 | 19 |
HANCOCK WHITNEY CORP | 11 | 8 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 19 |
Cable Hill Partners, LLC | 18 | 1 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2020 | 19 |
BANK OF THE WEST | 10 | 9 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q2 2021 | 19 |
CIGNA INVESTMENTS INC /NEW | 19 | 19 | 0.21% | 0.52% | 1.15% | Q4 2016 | Q2 2021 | 19 |
HighVista Strategies LLC | 12 | 1 | 0.22% | 2.77% | 7.67% | Q3 2014 | Q3 2023 | 19 |
WealthTrust-Arizona, LLC | 18 | 18 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q4 2018 | 19 |
Fosun International Ltd | 17 | 1 | 0.06% | 1.56% | 15.52% | Q3 2014 | Q2 2022 | 19 |
ADVISOR PARTNERS LLC | 19 | 19 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q2 2022 | 19 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.15% | 0.65% | Q4 2015 | Q2 2023 | 19 |
ZEKE CAPITAL ADVISORS, LLC | 19 | 19 | 0.07% | 1.65% | 4.94% | Q2 2018 | Q4 2022 | 19 |
WMS Partners, LLC | 14 | 1 | 0.02% | 0.09% | 0.17% | Q4 2017 | Q1 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.02% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Soroban Capital Partners LP | 11 | 1 | 0.22% | 6.76% | 14.65% | Q3 2014 | Q1 2021 | 19 |
Mizuho Securities Co. Ltd. | 14 | 5 | 0.01% | 35.20% | 91.88% | Q4 2018 | Q3 2023 | 19 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.69% | 2.14% | Q4 2019 | Q3 2023 | 19 |
Cornerstone Advisors, Inc. | 19 | 19 | 0.05% | 0.18% | 0.27% | Q4 2014 | Q2 2019 | 19 |
Lombard Odier Asset Management (Europe) Ltd | 6 | 1 | 0.03% | 0.90% | 4.41% | Q3 2017 | Q1 2023 | 19 |
Myriad Asset Management Ltd. | 9 | 1 | 0.06% | 10.15% | 66.91% | Q3 2014 | Q1 2021 | 19 |
Realta Investment Advisors | 19 | 19 | 0.09% | 0.27% | 0.56% | Q1 2019 | Q3 2023 | 19 |
Altimeter Capital Management | 18 | 18 | 0.00% | 1.04% | 2.37% | Q2 2017 | Q3 2021 | 19 |
RDA Financial Network | 19 | 19 | 0.58% | 0.95% | 1.48% | Q1 2019 | Q3 2023 | 19 |
NewSquare Capital LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 19 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 19 | 19 | 0.03% | 0.33% | 0.92% | Q4 2017 | Q2 2022 | 19 |
Lomas Capital Management, LLC | 18 | 1 | 1.24% | 5.56% | 9.84% | Q1 2015 | Q4 2020 | 19 |
Newman Dignan & Sheerar, Inc. | 19 | 19 | 0.04% | 0.50% | 1.18% | Q2 2017 | Q4 2021 | 19 |
Capital Investment Advisors, LLC | 19 | 19 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2022 | 19 |
Selective Wealth Management, Inc. | 16 | 3 | 2.55% | 9.47% | 19.70% | Q1 2019 | Q4 2023 | 19 |
Truvestments Capital LLC | 8 | 2 | 0.01% | 0.04% | 0.14% | Q2 2018 | Q3 2023 | 19 |
Field & Main Bank | 7 | 1 | 0.02% | 0.94% | 1.48% | Q4 2014 | Q2 2022 | 19 |
Cranbrook Wealth Management, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2021 | 19 |
Integrated Wealth Concepts LLC | 19 | 19 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
SIGNET FINANCIAL MANAGEMENT, LLC | 13 | 1 | 0.00% | 0.26% | 0.82% | Q4 2014 | Q4 2021 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q2 2022 | 19 |
GUARDCAP ASSET MANAGEMENT Ltd | 19 | 19 | 0.04% | 0.15% | 0.35% | Q1 2019 | Q3 2023 | 19 |
Ardevora Asset Management LLP | 19 | 19 | 0.63% | 0.96% | 1.50% | Q4 2015 | Q2 2020 | 19 |
Investors Research Corp | 19 | 19 | 0.04% | 0.09% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Global Trust Asset Management, LLC | 10 | 4 | 0.00% | 0.06% | 0.33% | Q4 2017 | Q3 2023 | 19 |
CMT Capital Markets Trading GmbH | 5 | 1 | 0.01% | 0.14% | 0.94% | Q2 2015 | Q3 2023 | 19 |
SeaCrest Wealth Management, LLC | 19 | 19 | 0.03% | 0.14% | 0.22% | Q4 2017 | Q2 2022 | 19 |
Swedbank | 19 | 19 | 0.37% | 1.49% | 2.32% | Q2 2016 | Q4 2020 | 19 |
Mirador Capital Partners LP | 18 | 1 | 0.05% | 0.80% | 2.46% | Q2 2017 | Q3 2023 | 19 |
Intersect Capital LLC | 15 | 4 | 0.07% | 0.33% | 1.03% | Q4 2014 | Q2 2022 | 19 |
RWC ASSET ADVISORS (US) LLC | 11 | 3 | 4.68% | 13.07% | 25.22% | Q2 2015 | Q3 2023 | 19 |
WealthPLAN Partners, LLC | 5 | 1 | 0.01% | 0.06% | 0.23% | Q1 2015 | Q4 2023 | 19 |
NISA INVESTMENT ADVISORS, LLC | 19 | 19 | 0.00% | 0.06% | 0.60% | Q1 2019 | Q3 2023 | 19 |
Gs Investments, Inc. | 15 | 4 | 0.00% | 0.11% | 0.81% | Q4 2018 | Q3 2023 | 19 |
BerganKDV Wealth Management, LLC | 19 | 19 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q2 2023 | 19 |
CFO4Life Group, LLC | 19 | 19 | 0.05% | 0.18% | 0.43% | Q1 2017 | Q3 2021 | 19 |
Johanson Financial Advisors, Inc. | 19 | 19 | 0.21% | 1.03% | 1.60% | Q2 2017 | Q4 2021 | 19 |
Wealthspire Advisors, LLC | 17 | 1 | 0.00% | 0.04% | 0.13% | Q4 2018 | Q3 2023 | 18 |
Morse Asset Management, Inc | 10 | 1 | 0.07% | 0.95% | 1.94% | Q1 2017 | Q3 2023 | 18 |
Capula Management Ltd | 3 | 1 | 0.00% | 0.22% | 1.39% | Q3 2019 | Q3 2023 | 18 |
Successful Portfolios LLC | 18 | 18 | 0.21% | 0.33% | 0.58% | Q4 2018 | Q1 2023 | 18 |
Clal Insurance Enterprises Holdings Ltd | 18 | 18 | 0.29% | 1.02% | 2.45% | Q2 2019 | Q3 2023 | 18 |
MOGY JOEL R INVESTMENT COUNSEL INC | 18 | 18 | 0.04% | 0.26% | 0.36% | Q2 2017 | Q3 2021 | 18 |
Voya Financial Advisors, Inc. | 16 | 1 | 0.03% | 0.09% | 0.15% | Q4 2015 | Q1 2021 | 18 |
SMITH, MOORE & CO. | 18 | 18 | 0.03% | 0.09% | 0.14% | Q3 2017 | Q4 2021 | 18 |
Circle Wealth Management, LLC | 18 | 18 | 0.04% | 0.21% | 0.60% | Q2 2017 | Q3 2021 | 18 |
Quantitative Investment Management, LLC | 6 | 1 | 0.06% | 1.29% | 3.77% | Q4 2014 | Q2 2022 | 18 |
Yakira Capital Management, Inc. | 17 | 1 | 0.04% | 0.21% | 1.02% | Q4 2018 | Q3 2023 | 18 |
SECURITY NATIONAL TRUST CO | 18 | 18 | 0.05% | 0.08% | 0.12% | Q2 2017 | Q3 2021 | 18 |
TenCore Partners, LP | 14 | 14 | 1.69% | 5.43% | 11.19% | Q4 2019 | Q1 2023 | 18 |
MISSION WEALTH MANAGEMENT, LP | 17 | 17 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q2 2022 | 18 |
Aureus Asset Management, LLC | 12 | 1 | 0.04% | 1.61% | 3.16% | Q3 2015 | Q1 2022 | 18 |
Teilinger Capital Ltd. | 6 | 1 | 0.01% | 1.11% | 8.09% | Q3 2020 | Q2 2023 | 18 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 1 | 0.00% | 0.01% | 0.18% | Q1 2015 | Q3 2023 | 18 |
Mount Yale Investment Advisors, LLC | 12 | 3 | 0.03% | 0.26% | 0.51% | Q1 2018 | Q3 2023 | 18 |
Tairen Capital Ltd | 8 | 1 | 0.10% | 16.00% | 42.04% | Q4 2015 | Q4 2022 | 18 |
Arcus Capital Partners, LLC | 17 | 1 | 0.04% | 0.24% | 0.39% | Q4 2015 | Q4 2022 | 18 |
World Asset Management Inc | 18 | 18 | 0.20% | 0.42% | 0.70% | Q4 2015 | Q1 2020 | 18 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 18 | 18 | 0.06% | 1.08% | 2.26% | Q4 2016 | Q1 2021 | 18 |
KELLEHER FINANCIAL ADVISORS | 11 | 1 | 0.11% | 0.40% | 0.73% | Q3 2017 | Q3 2023 | 18 |
Verdence Capital Advisors LLC | 17 | 17 | 0.01% | 0.31% | 1.13% | Q4 2017 | Q4 2021 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Daiwa SB Investments Ltd. | 18 | 18 | 0.03% | 1.68% | 3.15% | Q4 2014 | Q1 2019 | 18 |
Richard Bernstein Advisors LLC | 18 | 18 | 0.03% | 0.13% | 0.35% | Q3 2017 | Q4 2021 | 18 |
AJ WEALTH STRATEGIES, LLC | 14 | 4 | 0.02% | 0.10% | 0.24% | Q4 2017 | Q2 2023 | 18 |
MASTERS CAPITAL MANAGEMENT LLC | 7 | 1 | 1.11% | 4.40% | 9.78% | Q4 2015 | Q2 2023 | 18 |
NORTHEAST INVESTMENT MANAGEMENT | 16 | 2 | 0.02% | 0.17% | 0.37% | Q4 2014 | Q3 2021 | 18 |
WASHINGTON TRUST BANK | 18 | 18 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q1 2019 | 18 |
AO Asset Management, LP | 17 | 1 | 1.48% | 3.84% | 7.61% | Q4 2015 | Q3 2020 | 18 |
MV CAPITAL MANAGEMENT, INC. | 16 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 18 |
Family Legacy, Inc. | 18 | 18 | 0.42% | 0.94% | 1.64% | Q2 2017 | Q3 2021 | 18 |
GLG LLC | 8 | 5 | 0.01% | 0.61% | 1.38% | Q3 2014 | Q4 2017 | 18 |
KEYWISE CAPITAL MANAGEMENT Ltd | 15 | 3 | 3.58% | 17.02% | 58.67% | Q3 2014 | Q3 2019 | 18 |
WADE G W & INC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2021 | 18 |
Nan Shan Life Insurance Co., Ltd. | 11 | 2 | 0.02% | 0.32% | 0.67% | Q4 2016 | Q2 2022 | 18 |
YorkBridge Wealth Partners, LLC | 11 | 1 | 0.02% | 0.12% | 0.40% | Q4 2016 | Q3 2021 | 18 |
Columbus Hill Capital Management, L.P. | 16 | 1 | 0.14% | 4.82% | 11.26% | Q3 2014 | Q1 2022 | 18 |
BRIGHTON JONES LLC | 14 | 4 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q1 2022 | 18 |
Private Advisory Group LLC | 13 | 2 | 0.06% | 1.25% | 2.84% | Q2 2017 | Q3 2022 | 18 |
PFM Health Sciences, LP | 13 | 4 | 0.39% | 1.13% | 2.67% | Q4 2015 | Q1 2020 | 18 |
TEACHERS ADVISORS, LLC | 14 | 4 | 0.01% | 0.18% | 0.41% | Q3 2014 | Q1 2019 | 18 |
ARK Investment Management | 15 | 3 | 0.20% | 0.79% | 1.52% | Q4 2016 | Q2 2021 | 18 |
Vantage Financial Partners Ltd., Inc. | 18 | 18 | 0.11% | 0.93% | 1.36% | Q4 2017 | Q1 2022 | 18 |
HCR Wealth Advisors | 18 | 18 | 0.11% | 0.29% | 0.60% | Q3 2017 | Q4 2021 | 18 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 13 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2021 | 18 |
KCM INVESTMENT ADVISORS LLC | 18 | 18 | 0.01% | 0.03% | 0.11% | Q2 2017 | Q3 2021 | 18 |
ATLAS CAPITAL ADVISORS LLC | 18 | 18 | 0.01% | 0.51% | 0.96% | Q1 2018 | Q2 2022 | 18 |
Oak Grove Capital LLC | 8 | 5 | 0.00% | 3.17% | 10.36% | Q4 2017 | Q4 2021 | 18 |
Banco de Sabadell, S.A | 14 | 4 | 0.10% | 0.69% | 1.57% | Q1 2018 | Q3 2023 | 18 |
FIRST FINANCIAL CORP /IN/ | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2021 | 18 |
Magellan Asset Management Ltd | 18 | 18 | 0.00% | 4.24% | 11.84% | Q2 2019 | Q3 2023 | 18 |
GHP Investment Advisors, Inc. | 7 | 1 | 0.00% | 0.03% | 0.07% | Q3 2016 | Q3 2023 | 18 |
Private Ocean, LLC | 6 | 1 | 0.00% | 0.01% | 0.10% | Q2 2015 | Q2 2023 | 18 |
TB Alternative Assets Ltd. | 13 | 2 | 0.13% | 11.55% | 33.20% | Q3 2017 | Q4 2022 | 18 |
TT INTERNATIONAL | 17 | 1 | 5.96% | 21.11% | 37.25% | Q4 2015 | Q3 2020 | 18 |
Integrated Advisors Network LLC | 16 | 16 | 0.00% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 18 |
BECK CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.14% | 1.71% | 3.44% | Q4 2014 | Q2 2020 | 18 |
WS MANAGEMENT LLLP | 6 | 1 | 0.08% | 0.89% | 2.86% | Q3 2015 | Q1 2020 | 18 |
Western Wealth Management, LLC | 11 | 3 | 0.02% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 17 |
Centric Wealth Management | 16 | 1 | 0.07% | 1.68% | 8.42% | Q2 2019 | Q3 2023 | 17 |
NVWM, LLC | 17 | 17 | 0.00% | 0.68% | 1.96% | Q4 2017 | Q4 2021 | 17 |
EVERETT HARRIS & CO /CA/ | 16 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2021 | 17 |
PRIVATE MANAGEMENT GROUP INC | 17 | 17 | 0.59% | 0.86% | 1.20% | Q3 2019 | Q3 2023 | 17 |
Savior LLC | 16 | 16 | 0.07% | 1.40% | 3.79% | Q4 2019 | Q3 2023 | 17 |
Optimus Prime Fund Management Co., Ltd. | 17 | 17 | 0.42% | 2.77% | 7.49% | Q4 2018 | Q4 2022 | 17 |
WEATHERLY ASSET MANAGEMENT L. P. | 17 | 17 | 0.06% | 0.08% | 0.13% | Q2 2017 | Q2 2021 | 17 |
MARSHALL WACE ASIA Ltd | 12 | 5 | 0.03% | 1.61% | 6.04% | Q1 2017 | Q2 2021 | 17 |
JAG CAPITAL MANAGEMENT, LLC | 15 | 1 | 0.03% | 0.15% | 1.58% | Q3 2017 | Q1 2022 | 17 |
Wealthstreet Investment Advisors, LLC | 17 | 17 | 0.06% | 0.80% | 3.15% | Q1 2018 | Q1 2022 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2021 | 17 |
Susquehanna International Group Ltd. | 13 | 2 | 0.11% | 5.43% | 17.39% | Q4 2018 | Q2 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 17 |
HHLR ADVISORS, LTD. | 8 | 3 | 0.30% | 5.16% | 9.00% | Q4 2018 | Q3 2023 | 17 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2022 | 17 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.00% | 1.80% | 8.64% | Q4 2019 | Q3 2023 | 17 |
HGI Capital Management, LLC | 16 | 16 | 0.15% | 1.15% | 2.14% | Q2 2018 | Q1 2022 | 17 |
Genesis Asset Managers, LLP | 17 | 17 | 3.19% | 16.98% | 28.20% | Q2 2015 | Q2 2019 | 17 |
EFG Asset Management (Americas) Corp. | 16 | 1 | 0.00% | 0.26% | 0.52% | Q1 2015 | Q2 2021 | 17 |
GREAT VALLEY ADVISOR GROUP, INC. | 13 | 1 | 0.01% | 0.14% | 0.35% | Q4 2018 | Q3 2023 | 17 |
FT Options LLC | 8 | 8 | 0.00% | 0.52% | 2.58% | Q4 2015 | Q3 2017 | 17 |
Resource Management, LLC | 17 | 17 | 0.04% | 0.14% | 0.26% | Q4 2017 | Q4 2021 | 17 |
Sharkey, Howes & Javer | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2019 | 17 |
ETRADE Capital Management LLC | 17 | 17 | 0.01% | 0.08% | 0.13% | Q3 2016 | Q3 2020 | 17 |
ICON ADVISERS INC/CO | 15 | 2 | 0.03% | 0.18% | 0.53% | Q2 2015 | Q2 2020 | 17 |
Hunt Lane Capital LP | 17 | 17 | 2.03% | 7.54% | 12.12% | Q1 2017 | Q1 2021 | 17 |
Genesis Investment Management, LLP | 17 | 17 | 4.25% | 18.14% | 34.21% | Q3 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q4 2023 | 17 |
JFS WEALTH ADVISORS, LLC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.02% | 0.08% | 0.16% | Q1 2018 | Q1 2022 | 17 |
EAGLE CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.65% | 2.74% | Q3 2014 | Q3 2018 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.00% | 0.09% | 0.24% | Q4 2018 | Q4 2022 | 17 |
WBH ADVISORY INC | 17 | 17 | 0.03% | 0.07% | 0.11% | Q3 2017 | Q3 2021 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Perigon Wealth Management, LLC | 14 | 3 | 0.00% | 0.10% | 0.53% | Q3 2017 | Q4 2021 | 17 |
MUFG Securities EMEA plc | 8 | 1 | 0.00% | 0.10% | 0.69% | Q3 2014 | Q3 2021 | 17 |
REGENTATLANTIC CAPITAL LLC | 16 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q2 2022 | 17 |
RFG Advisory, LLC | 13 | 1 | 0.01% | 0.06% | 0.14% | Q3 2017 | Q4 2022 | 17 |
Ariose Capital Management Ltd | 5 | 1 | 4.54% | 22.12% | 76.75% | Q1 2016 | Q3 2023 | 17 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 17 |
CHICAGO TRUST Co NA | 17 | 17 | 0.06% | 0.20% | 0.40% | Q4 2018 | Q4 2022 | 17 |
AMARILLO NATIONAL BANK | 17 | 17 | 0.09% | 0.21% | 0.40% | Q2 2017 | Q2 2021 | 17 |
THOMPSON DAVIS & CO., INC. | 17 | 17 | 0.08% | 0.45% | 1.18% | Q3 2014 | Q3 2018 | 17 |
Alpha Cubed Investments, LLC | 11 | 1 | 0.02% | 0.15% | 0.56% | Q1 2015 | Q1 2020 | 17 |
DFPG INVESTMENTS, LLC | 15 | 2 | 0.15% | 1.14% | 2.77% | Q4 2018 | Q3 2023 | 17 |
Cornerstone Advisory, LLC | 17 | 17 | 0.08% | 0.70% | 1.58% | Q4 2017 | Q4 2021 | 17 |
FAGAN ASSOCIATES, INC. | 17 | 17 | 0.13% | 1.83% | 2.72% | Q2 2017 | Q2 2021 | 17 |
Burleson & Company, LLC | 9 | 8 | 0.00% | 1.68% | 4.57% | Q4 2017 | Q4 2022 | 17 |
Stratos Wealth Advisors, LLC | 13 | 4 | 0.02% | 0.18% | 0.35% | Q4 2018 | Q3 2023 | 17 |
Claro Advisors LLC | 16 | 1 | 0.07% | 0.37% | 0.67% | Q4 2018 | Q1 2023 | 17 |
Strategic Advisors LLC | 17 | 17 | 0.06% | 0.49% | 0.82% | Q3 2017 | Q3 2021 | 17 |
Paradigm Financial Advisors, LLC | 7 | 5 | 0.05% | 0.75% | 1.24% | Q3 2018 | Q3 2021 | 17 |
BADGLEY PHELPS & BELL INC | 17 | 17 | 0.01% | 0.49% | 0.69% | Q2 2017 | Q2 2021 | 17 |
UG Investment Advisers Ltd. | 10 | 3 | 0.04% | 43.17% | 87.72% | Q4 2016 | Q2 2023 | 17 |
Bach Option Ltd | 5 | 3 | 0.12% | 0.95% | 2.31% | Q2 2016 | Q3 2019 | 17 |
Old Port Advisors | 16 | 1 | 0.14% | 0.26% | 0.47% | Q2 2019 | Q3 2023 | 17 |
Cohen Capital Management, Inc. | 17 | 17 | 0.49% | 0.74% | 1.21% | Q3 2019 | Q3 2023 | 17 |
FAIRFIELD, BUSH & CO. | 11 | 1 | 0.01% | 0.25% | 0.56% | Q3 2017 | Q2 2023 | 17 |
Sterling Capital Management LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2019 | 17 |
Carnegie Capital Asset Management, LLC | 17 | 17 | 0.01% | 0.09% | 0.22% | Q4 2017 | Q4 2021 | 17 |
Shepherd Financial Partners LLC | 17 | 17 | 0.06% | 0.26% | 0.50% | Q3 2017 | Q3 2021 | 17 |
Capstone Financial Advisors, Inc. | 16 | 1 | 0.02% | 0.07% | 0.16% | Q4 2014 | Q3 2021 | 17 |
Vestmark Advisory Solutions, Inc. | 10 | 3 | 0.01% | 0.12% | 0.31% | Q1 2019 | Q3 2023 | 17 |
Phoenix Holdings Ltd. | 17 | 17 | 0.02% | 0.32% | 2.06% | Q3 2019 | Q3 2023 | 17 |
Front Row Advisors LLC | 12 | 5 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q1 2023 | 17 |
LANSDOWNE PARTNERS (UK) LLP | 9 | 2 | 0.02% | 0.33% | 2.92% | Q3 2014 | Q1 2020 | 17 |
Marshall Wace North America L.P. | 17 | 17 | 0.00% | 0.44% | 1.41% | Q2 2017 | Q2 2021 | 17 |
U S GLOBAL INVESTORS INC | 13 | 2 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q2 2023 | 17 |
Trinity Street Asset Management LLP | 17 | 17 | 9.58% | 12.90% | 16.29% | Q3 2016 | Q3 2020 | 17 |
IBEX WEALTH ADVISORS | 11 | 1 | 0.00% | 0.70% | 0.99% | Q4 2016 | Q3 2021 | 16 |
Elo Mutual Pension Insurance Co | 16 | 16 | 0.21% | 0.46% | 0.66% | Q1 2018 | Q4 2021 | 16 |
Gryphon Financial Partners LLC | 16 | 16 | 0.00% | 0.09% | 0.16% | Q4 2017 | Q3 2021 | 16 |
Keystone Financial Group | 16 | 16 | 0.07% | 0.17% | 0.29% | Q4 2017 | Q3 2021 | 16 |
NuWave Investment Management, LLC | 13 | 1 | 0.00% | 0.38% | 1.09% | Q4 2017 | Q3 2022 | 16 |
RENAISSANCE GROUP LLC | 16 | 16 | 0.17% | 0.38% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.01% | 0.19% | 0.65% | Q4 2019 | Q3 2023 | 16 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 9 | 1 | 0.00% | 0.08% | 0.44% | Q4 2015 | Q4 2020 | 16 |
Krane Funds Advisors LLC | 16 | 16 | 8.12% | 11.77% | 14.26% | Q1 2018 | Q4 2021 | 16 |
EPIQ Capital Group, LLC | 16 | 16 | 1.14% | 3.12% | 7.96% | Q4 2019 | Q3 2023 | 16 |
FIRST UNITED BANK & TRUST | 16 | 16 | 0.21% | 0.61% | 0.80% | Q4 2017 | Q3 2021 | 16 |
Passport Capital, LLC | 13 | 13 | 0.02% | 1.43% | 8.60% | Q3 2014 | Q3 2017 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.11% | 0.40% | 1.03% | Q4 2019 | Q3 2023 | 16 |
LEVIN CAPITAL STRATEGIES, L.P. | 4 | 1 | 0.00% | 0.10% | 0.43% | Q3 2014 | Q3 2023 | 16 |
Abbrea Capital, LLC | 16 | 16 | 0.11% | 0.22% | 0.33% | Q3 2017 | Q2 2021 | 16 |
EXCHANGE TRADED CONCEPTS, LLC | 16 | 16 | 0.01% | 0.09% | 0.32% | Q1 2020 | Q4 2023 | 16 |
ALTA CAPITAL MANAGEMENT LLC/ | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
EARNEST PARTNERS LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 16 |
Heritage Wealth Advisors | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
WILLIAMS JONES & ASSOCIATES LLC | 9 | 7 | 0.01% | 0.23% | 1.56% | Q3 2014 | Q2 2019 | 16 |
Beacon Pointe Advisors, LLC | 15 | 1 | 0.01% | 0.05% | 0.16% | Q2 2019 | Q3 2023 | 16 |
Claar Advisors LLC | 9 | 7 | 2.06% | 3.02% | 5.29% | Q3 2019 | Q3 2023 | 16 |
Surevest, LLC | 16 | 16 | 0.00% | 0.77% | 1.92% | Q4 2018 | Q3 2022 | 16 |
Alexandria Capital, LLC | 16 | 16 | 0.29% | 0.91% | 1.33% | Q4 2017 | Q3 2021 | 16 |
SOMA EQUITY PARTNERS LP | 12 | 12 | 1.00% | 5.33% | 8.28% | Q4 2018 | Q3 2021 | 16 |
CLEARBRIDGE, LLC | 16 | 16 | 0.05% | 0.21% | 2.13% | Q3 2014 | Q2 2018 | 16 |
Bell Rock Capital LLC | 16 | 16 | 0.16% | 0.44% | 1.00% | Q4 2016 | Q3 2020 | 16 |
Echo Wealth Management, LLC | 12 | 12 | 0.00% | 0.61% | 1.65% | Q4 2020 | Q3 2023 | 16 |
AVIANCE CAPITAL MANAGEMENT, LLC | 12 | 2 | 0.04% | 0.08% | 0.12% | Q4 2014 | Q1 2019 | 16 |
Guinness Atkinson Asset Management Inc | 16 | 16 | 0.44% | 1.00% | 2.03% | Q4 2019 | Q3 2023 | 16 |
Janney Capital Management LLC | 16 | 16 | 0.02% | 0.48% | 0.83% | Q3 2017 | Q2 2021 | 16 |
Guinness Asset Management LTD | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
DAVIS CAPITAL PARTNERS, LLC | 16 | 16 | 1.38% | 3.28% | 6.73% | Q3 2018 | Q2 2022 | 16 |
First Trust Bank, Ltd. | 14 | 2 | 0.89% | 9.24% | 18.32% | Q1 2015 | Q1 2020 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.09% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 16 |
RITHOLTZ WEALTH MANAGEMENT | 15 | 15 | 0.00% | 0.08% | 0.17% | Q1 2020 | Q3 2023 | 16 |
HERMES INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.38% | 3.65% | 8.62% | Q3 2014 | Q2 2018 | 16 |
Armor Investment Advisors, LLC | 16 | 16 | 0.15% | 0.45% | 0.64% | Q4 2017 | Q3 2021 | 16 |
RELIANCE TRUST CO OF DELAWARE | 16 | 16 | 0.04% | 0.13% | 0.23% | Q2 2015 | Q1 2019 | 16 |
TIGER MANAGEMENT L.L.C. | 12 | 3 | 0.27% | 5.56% | 28.64% | Q3 2014 | Q1 2020 | 16 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 5 | 1 | 0.71% | 2.12% | 4.23% | Q1 2015 | Q2 2021 | 16 |
TRILOGY GLOBAL ADVISORS LP | 16 | 16 | 0.12% | 8.87% | 18.27% | Q1 2015 | Q4 2018 | 16 |
Regal Wealth Group, Inc. | 14 | 2 | 0.01% | 0.06% | 0.24% | Q4 2015 | Q1 2021 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
PT ASSET MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.52% | 2.24% | Q3 2015 | Q1 2017 | 16 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 16 | 16 | 0.02% | 0.74% | 1.08% | Q3 2017 | Q2 2021 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.37% | 1.02% | 3.21% | Q4 2019 | Q3 2023 | 16 |
Meiji Yasuda Asset Management Co Ltd. | 15 | 1 | 0.04% | 0.37% | 0.74% | Q1 2015 | Q1 2020 | 16 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 16 | 16 | 0.30% | 1.10% | 1.83% | Q4 2017 | Q3 2021 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.31% | 0.94% | 1.96% | Q4 2019 | Q3 2023 | 16 |
Luxor Capital Group, LP | 9 | 1 | 0.01% | 0.73% | 2.56% | Q2 2018 | Q1 2023 | 16 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 11 | 5 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2020 | 16 |
Capital Advisory Group Advisory Services, LLC | 15 | 1 | 0.01% | 0.15% | 0.49% | Q1 2018 | Q1 2022 | 16 |
ANTIPODES PARTNERS Ltd | 10 | 6 | 0.04% | 3.20% | 7.53% | Q3 2018 | Q3 2023 | 16 |
Turim 21 Investimentos Ltda. | 10 | 1 | 0.01% | 1.57% | 9.03% | Q3 2017 | Q3 2023 | 16 |
Private Wealth Advisors, Inc. | 16 | 16 | 0.09% | 0.15% | 0.24% | Q1 2017 | Q4 2020 | 16 |
Oasis Management Co Ltd. | 5 | 1 | 0.02% | 1.27% | 9.34% | Q1 2016 | Q2 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.02% | 0.19% | Q2 2019 | Q3 2023 | 16 |
DeDora Capital, Inc. | 15 | 1 | 0.00% | 0.24% | 0.31% | Q4 2017 | Q1 2022 | 16 |
Partner Investment Management, L.P. | 11 | 4 | 0.36% | 1.40% | 2.94% | Q4 2015 | Q3 2019 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 11 | 1 | 0.02% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 0.01% | 0.16% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Calamos Wealth Management LLC | 10 | 3 | 0.03% | 0.11% | 0.25% | Q3 2017 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.01% | 0.08% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Keenan Capital, LLC | 16 | 16 | 5.45% | 8.61% | 11.63% | Q4 2017 | Q3 2021 | 16 |
Perpetual Ltd | 12 | 1 | 0.01% | 2.46% | 6.62% | Q2 2017 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.14% | 0.25% | 0.43% | Q4 2019 | Q3 2023 | 16 |
WESPAC Advisors SoCal, LLC | 16 | 16 | 0.05% | 0.40% | 0.77% | Q4 2015 | Q3 2019 | 16 |
Kylin Management | 16 | 16 | 1.95% | 22.32% | 41.74% | Q4 2016 | Q3 2020 | 16 |
Gateway Advisory, LLC | 8 | 1 | 0.05% | 0.18% | 0.41% | Q4 2015 | Q4 2020 | 16 |
Cypress Wealth Services, LLC | 15 | 15 | 0.00% | 0.09% | 0.18% | Q4 2018 | Q2 2022 | 16 |
Chevy Chase Trust Holdings, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2021 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.09% | 0.53% | 2.57% | Q4 2019 | Q3 2023 | 16 |
FIRST MIDWEST BANK TRUST DIVISION | 10 | 1 | 0.03% | 0.08% | 0.31% | Q4 2014 | Q2 2021 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.08% | 0.44% | 1.09% | Q4 2019 | Q3 2023 | 16 |
PDS Planning, Inc | 16 | 16 | 0.05% | 0.14% | 0.33% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Lavaca Capital LLC | 8 | 1 | 0.01% | 0.18% | 0.32% | Q4 2018 | Q1 2023 | 16 |
Perkins Coie Trust Co | 15 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 16 |
Comprehensive Financial Management LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.05% | 0.25% | 0.55% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Ruggie Capital Group | 16 | 16 | 0.08% | 0.65% | 3.17% | Q1 2016 | Q4 2019 | 16 |
Keel Point, LLC | 16 | 16 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q3 2021 | 16 |
EMINENCE CAPITAL, LP | 9 | 1 | 0.11% | 1.79% | 3.47% | Q4 2018 | Q3 2023 | 16 |
Ionic Capital Management LLC | 4 | 1 | 0.01% | 0.55% | 2.54% | Q3 2014 | Q3 2023 | 16 |
GFG Capital, LLC | 16 | 16 | 0.96% | 2.15% | 3.29% | Q4 2019 | Q3 2023 | 16 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 0.22% | 0.56% | 1.15% | Q4 2019 | Q1 2023 | 16 |
BRANDES INVESTMENT PARTNERS, LP | 16 | 16 | 0.03% | 0.92% | 2.32% | Q4 2019 | Q3 2023 | 16 |
CAPITAL INTERNATIONAL LTD /CA/ | 16 | 16 | 0.14% | 0.66% | 1.65% | Q3 2014 | Q2 2018 | 16 |
Bay Harbor Wealth Management, LLC | 9 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Harbor Spring Capital, LLC | 15 | 1 | 1.68% | 4.86% | 7.11% | Q4 2017 | Q2 2023 | 16 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 10 | 3 | 1.43% | 2.87% | 5.48% | Q1 2015 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 16 | 16 | 0.01% | 0.05% | 0.14% | Q3 2019 | Q2 2023 | 16 |
Belmont Capital, LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Aubrey Capital Management Ltd | 13 | 3 | 5.19% | 8.44% | 12.16% | Q4 2017 | Q3 2023 | 16 |
GMT CAPITAL CORP | 12 | 4 | 0.06% | 2.00% | 5.30% | Q3 2014 | Q3 2023 | 16 |
Vanguard Capital Wealth Advisors | 8 | 1 | 0.16% | 0.87% | 2.28% | Q1 2018 | Q2 2022 | 16 |
Virtu Financial LLC | 10 | 1 | 0.03% | 0.27% | 0.90% | Q3 2017 | Q2 2023 | 16 |
Quilter Plc | 16 | 16 | 0.22% | 0.64% | 1.56% | Q4 2019 | Q3 2023 | 16 |
Crake Asset Management LLP | 16 | 16 | 1.08% | 5.79% | 22.89% | Q4 2019 | Q3 2023 | 16 |
Bridgewater Associates | 16 | 16 | 0.10% | 1.77% | 4.72% | Q2 2018 | Q1 2022 | 16 |
Quinn Opportunity Partners LLC | 12 | 12 | 0.03% | 0.56% | 1.51% | Q4 2020 | Q3 2023 | 16 |
VICUS CAPITAL | 16 | 16 | 0.05% | 0.06% | 0.08% | Q2 2017 | Q1 2021 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.12% | 0.23% | 0.67% | Q4 2019 | Q3 2023 | 16 |
Carolina Wealth Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Winthrop Advisory Group LLC | 14 | 2 | 0.05% | 0.11% | 0.17% | Q2 2018 | Q2 2022 | 16 |
SYCOMORE ASSET MANAGEMENT | 11 | 1 | 0.03% | 1.48% | 4.17% | Q4 2018 | Q3 2023 | 16 |
Cannell & Co. | 14 | 1 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q1 2022 | 16 |
KMG FIDUCIARY PARTNERS, LLC | 16 | 16 | 0.06% | 0.44% | 0.87% | Q4 2018 | Q3 2022 | 16 |
Segment Wealth Management, LLC | 14 | 14 | 0.00% | 0.09% | 0.19% | Q2 2018 | Q3 2021 | 16 |
Venture Visionary Partners LLC | 15 | 15 | 0.02% | 0.13% | 0.33% | Q4 2019 | Q2 2023 | 15 |
Financial Enhancement Group LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 15 |
Knights of Columbus Asset Advisors LLC | 11 | 4 | 0.01% | 0.28% | 1.03% | Q4 2019 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.65% | 0.91% | 1.35% | Q3 2016 | Q1 2020 | 15 |
Argent Trust Co | 13 | 1 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q1 2023 | 15 |
Brookstone Capital Management | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 15 |
United American Securities Inc. (d/b/a UAS Asset Management) | 6 | 1 | 0.11% | 0.97% | 5.09% | Q1 2015 | Q1 2023 | 15 |
Magnetar Financial LLC | 5 | 2 | 0.00% | 1.82% | 9.21% | Q3 2014 | Q3 2021 | 15 |
Lone Pine Capital | 15 | 15 | 2.43% | 6.17% | 8.36% | Q3 2016 | Q1 2020 | 15 |
FULTON BANK, N.A. | 14 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q2 2022 | 15 |
Garde Capital, Inc. | 14 | 1 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 15 |
TLWM | 15 | 15 | 0.81% | 1.25% | 1.72% | Q4 2017 | Q2 2021 | 15 |
ARGI Investment Services, LLC | 13 | 2 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2022 | 15 |
Candlestick Capital Management LP | 6 | 4 | 0.36% | 1.14% | 2.60% | Q4 2019 | Q2 2023 | 15 |
Parkside Investments, LLC | 15 | 15 | 0.27% | 0.78% | 1.55% | Q4 2017 | Q2 2021 | 15 |
First Command Financial Services, Inc. | 10 | 5 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2023 | 15 |
COHEN & STEERS, INC. | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2020 | 15 |
AMERICAN NATIONAL BANK | 15 | 15 | 0.01% | 0.01% | 0.04% | Q1 2015 | Q3 2018 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.00% | 0.05% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Solitude Financial Services | 12 | 12 | 0.00% | 1.02% | 2.40% | Q4 2020 | Q3 2023 | 15 |
Locust Wood Capital Advisers | 7 | 7 | 0.50% | 1.40% | 3.25% | Q3 2018 | Q1 2020 | 15 |
First Command Bank | 10 | 5 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.09% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Omnia Family Wealth, LLC | 8 | 7 | 0.01% | 0.15% | 0.45% | Q2 2017 | Q2 2021 | 15 |
Osborn Williams & Donohoe LLC | 15 | 15 | 0.05% | 0.14% | 0.18% | Q3 2016 | Q1 2020 | 15 |
ALTRINSIC GLOBAL ADVISORS LLC | 12 | 3 | 0.01% | 0.64% | 3.80% | Q3 2014 | Q3 2021 | 15 |
FineMark National Bank & Trust | 7 | 1 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2021 | 15 |
BLACKROCK ADVISORS LLC | 10 | 10 | 0.00% | 0.13% | 0.28% | Q3 2014 | Q4 2016 | 15 |
Redwood Investments, LLC | 15 | 15 | 0.27% | 0.53% | 0.85% | Q4 2018 | Q2 2022 | 15 |
SIMON QUICK ADVISORS, LLC | 10 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q1 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.02% | 0.53% | 1.19% | Q4 2019 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.06% | 0.29% | Q1 2020 | Q3 2023 | 15 |
American Financial Advisors, LLC | 11 | 4 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.09% | 0.29% | 0.76% | Q1 2020 | Q3 2023 | 15 |
VisionPoint Advisory Group, LLC | 11 | 4 | 0.14% | 0.69% | 1.29% | Q4 2018 | Q3 2023 | 15 |
Formidable Asset Management, LLC | 8 | 1 | 0.03% | 0.20% | 0.58% | Q3 2015 | Q1 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.06% | 0.14% | 0.21% | Q2 2016 | Q4 2019 | 15 |
Robertson Stephens Wealth Management, LLC | 9 | 1 | 0.02% | 0.11% | 0.25% | Q2 2019 | Q3 2023 | 15 |
Continuum Advisory, LLC | 13 | 2 | 0.09% | 0.23% | 0.35% | Q3 2017 | Q2 2021 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.03% | 0.23% | 0.85% | Q1 2020 | Q3 2023 | 15 |
Tesco Pension Investment Ltd | 15 | 15 | 1.53% | 2.53% | 4.13% | Q4 2016 | Q2 2020 | 15 |
MayTech Global Investments, LLC | 15 | 15 | 0.00% | 1.63% | 6.62% | Q4 2017 | Q2 2021 | 15 |
ANDERSON HOAGLAND & CO | 15 | 15 | 0.56% | 1.16% | 2.07% | Q4 2016 | Q2 2020 | 15 |
Ruane, Cunniff & Goldfarb L.P. | 8 | 1 | 0.00% | 0.49% | 2.83% | Q1 2018 | Q2 2022 | 15 |
JS Capital Management LLC | 11 | 1 | 0.08% | 3.94% | 11.34% | Q4 2014 | Q3 2020 | 15 |
Global Thematic Partners, LLC | 9 | 6 | 0.04% | 1.64% | 4.43% | Q1 2016 | Q1 2020 | 15 |
Selkirk Management LLC | 15 | 15 | 1.98% | 5.19% | 7.77% | Q1 2018 | Q3 2021 | 15 |
Wunderlich Capital Managemnt | 14 | 1 | 0.83% | 1.58% | 2.49% | Q3 2015 | Q2 2021 | 15 |
Parametrica Management Ltd | 5 | 1 | 0.40% | 2.32% | 6.70% | Q1 2017 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 15 |
AMS Capital Ltda | 15 | 15 | 1.11% | 3.35% | 8.30% | Q4 2018 | Q2 2022 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.04% | 0.16% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Wellington Shields & Co., LLC | 13 | 2 | 0.04% | 0.25% | 2.41% | Q2 2019 | Q3 2023 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 0.01% | 0.29% | 0.65% | Q4 2019 | Q3 2023 | 15 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.00% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 15 |
CX Institutional | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 15 |
Global X Management CO LLC | 15 | 15 | 0.00% | 0.24% | 0.40% | Q4 2014 | Q2 2018 | 15 |
OLD MISSION CAPITAL LLC | 7 | 1 | 0.09% | 1.08% | 2.95% | Q1 2016 | Q1 2022 | 15 |
GQG Partners LLC | 7 | 1 | 0.13% | 7.46% | 13.26% | Q4 2016 | Q2 2022 | 15 |
CWA Asset Management Group, LLC | 10 | 5 | 0.07% | 0.19% | 0.51% | Q4 2017 | Q4 2021 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.06% | 0.13% | 0.26% | Q4 2016 | Q2 2020 | 15 |
Tekne Capital Management, LLC | 14 | 1 | 1.72% | 8.07% | 13.28% | Q3 2014 | Q3 2019 | 15 |
Newbrook Capital Advisors LP | 7 | 1 | 1.03% | 6.24% | 11.67% | Q3 2016 | Q4 2020 | 15 |
HOURGLASS CAPITAL, LLC | 15 | 15 | 0.10% | 0.93% | 2.01% | Q1 2020 | Q3 2023 | 15 |
Nicholas Hoffman & Company, LLC. | 14 | 1 | 0.01% | 0.06% | 0.17% | Q3 2018 | Q2 2023 | 15 |
Great Diamond Partners, LLC | 11 | 4 | 0.06% | 0.22% | 0.58% | Q4 2019 | Q3 2023 | 15 |
BKS ADVISORS, LLC | 8 | 7 | 0.19% | 0.74% | 1.12% | Q1 2015 | Q1 2019 | 15 |
Svenska Handelsbanken AB (publ) | 14 | 1 | 0.14% | 2.54% | 6.82% | Q1 2016 | Q4 2020 | 15 |
King Wealth Management Group | 10 | 1 | 0.05% | 0.28% | 0.68% | Q4 2017 | Q3 2023 | 15 |
StoneX Group Inc. | 9 | 3 | 0.04% | 0.23% | 0.75% | Q1 2018 | Q3 2022 | 15 |
NAN FUNG TRINITY (HK) Ltd | 15 | 15 | 2.96% | 9.85% | 20.14% | Q4 2019 | Q2 2023 | 15 |
BW Gestao de Investimentos Ltda. | 7 | 1 | 0.18% | 1.34% | 8.86% | Q3 2014 | Q2 2021 | 15 |
BTC Capital Management, Inc. | 8 | 7 | 0.04% | 0.09% | 0.17% | Q3 2016 | Q3 2021 | 15 |
Assenagon Asset Management S.A. | 9 | 1 | 0.00% | 0.26% | 1.19% | Q1 2019 | Q3 2023 | 15 |
Merriman Wealth Management, LLC | 13 | 1 | 0.01% | 0.06% | 0.12% | Q3 2017 | Q4 2021 | 15 |
Soros Fund Management | 6 | 1 | 0.00% | 1.14% | 4.99% | Q3 2014 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
D.B. Root & Company, LLC | 14 | 1 | 0.08% | 0.41% | 0.74% | Q4 2017 | Q4 2021 | 15 |
EAGLE GLOBAL ADVISORS LLC | 11 | 4 | 0.07% | 0.23% | 0.49% | Q1 2019 | Q3 2023 | 15 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 10 | 5 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q2 2021 | 15 |
United Asset Strategies, Inc. | 5 | 1 | 0.04% | 0.07% | 0.10% | Q2 2015 | Q2 2021 | 15 |
American Beacon Advisors, Inc. | 15 | 15 | 2.84% | 17.37% | 100.00% | Q4 2018 | Q2 2022 | 15 |
Holistic Financial Partners | 12 | 1 | 0.12% | 0.23% | 0.38% | Q4 2017 | Q1 2023 | 15 |
MYDA Advisors LLC | 6 | 1 | 0.61% | 1.36% | 2.17% | Q4 2017 | Q2 2023 | 15 |
Primavera Capital Management Ltd | 15 | 15 | 26.04% | 39.51% | 100.00% | Q3 2016 | Q1 2020 | 15 |
Contrarius Investment Management Ltd | 15 | 15 | 0.10% | 0.24% | 0.73% | Q1 2020 | Q3 2023 | 15 |
Mosaic Family Wealth, LLC | 15 | 15 | 0.06% | 0.08% | 0.11% | Q4 2015 | Q2 2019 | 15 |
Independence Bank of Kentucky | 13 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 15 |
CNB Bank | 14 | 1 | 0.00% | 0.12% | 0.31% | Q4 2017 | Q1 2022 | 15 |
Main Street Research LLC | 9 | 6 | 0.02% | 1.87% | 3.22% | Q2 2017 | Q2 2021 | 15 |
Tarbox Family Office, Inc. | 9 | 6 | 0.00% | 0.06% | 0.16% | Q1 2018 | Q4 2021 | 15 |
Dougherty Wealth Advisers LLC | 14 | 14 | 0.02% | 0.08% | 0.15% | Q4 2018 | Q1 2022 | 14 |
COMERICA SECURITIES,INC. | 13 | 1 | 0.00% | 0.11% | 0.19% | Q1 2019 | Q4 2022 | 14 |
Vontobel Holding Ltd. | 12 | 12 | 0.07% | 2.43% | 8.23% | Q4 2020 | Q3 2023 | 14 |
GAMCO INVESTORS, INC. ET AL | 10 | 4 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2022 | 14 |
Sepio Capital, LP | 11 | 3 | 0.10% | 0.45% | 1.11% | Q4 2018 | Q3 2023 | 14 |
BEACON FINANCIAL GROUP | 12 | 2 | 0.04% | 0.09% | 0.22% | Q1 2018 | Q3 2021 | 14 |
PRINCETON CAPITAL MANAGEMENT LLC | 14 | 14 | 0.00% | 0.15% | 0.23% | Q1 2018 | Q2 2021 | 14 |
Quad-Cities Investment Group, LLC | 14 | 14 | 0.16% | 0.45% | 0.71% | Q1 2018 | Q2 2021 | 14 |
Avidian Wealth Solutions, LLC | 7 | 7 | 0.02% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 14 |
Sloane Robinson LLP | 14 | 14 | 0.32% | 9.97% | 27.56% | Q3 2017 | Q4 2020 | 14 |
Night Owl Capital Management, LLC | 10 | 4 | 0.12% | 0.88% | 2.89% | Q3 2014 | Q4 2019 | 14 |
Morningstar Investment Services LLC | 12 | 2 | 0.03% | 0.08% | 0.12% | Q1 2019 | Q3 2023 | 14 |
TT International Asset Management LTD | 12 | 2 | 2.53% | 12.23% | 34.44% | Q1 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.03% | 0.12% | 0.41% | Q4 2019 | Q3 2023 | 14 |
COMERICA SECURITIES INC | 11 | 3 | 0.04% | 0.10% | 0.26% | Q4 2014 | Q4 2018 | 14 |
FCG ADVISORS, LLC | 13 | 1 | 0.08% | 0.09% | 0.15% | Q1 2015 | Q3 2020 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
JCIC Asset Management Inc. | 14 | 14 | 0.26% | 0.51% | 1.43% | Q1 2018 | Q2 2021 | 14 |
LGL PARTNERS, LLC | 14 | 14 | 0.08% | 0.60% | 1.22% | Q1 2019 | Q2 2022 | 14 |
Blue Zone Wealth Advisors, LLC | 14 | 14 | 0.28% | 1.29% | 2.64% | Q2 2020 | Q3 2023 | 14 |
Quadrature Capital Ltd | 5 | 1 | 0.11% | 1.17% | 2.77% | Q3 2015 | Q4 2022 | 14 |
HARTWELL J M LIMITED PARTNERSHIP | 13 | 1 | 0.10% | 2.89% | 4.57% | Q4 2014 | Q3 2019 | 14 |
Third Point | 6 | 1 | 2.22% | 5.63% | 9.58% | Q3 2014 | Q2 2023 | 14 |
Biondo Investment Advisors, LLC | 14 | 14 | 0.66% | 1.50% | 2.34% | Q3 2017 | Q4 2020 | 14 |
Strategic Wealth Partners, Ltd. | 13 | 1 | 0.00% | 0.23% | 1.14% | Q1 2018 | Q3 2021 | 14 |
Ellevest, Inc. | 13 | 1 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q2 2022 | 14 |
Arkadios Wealth Advisors | 12 | 2 | 0.17% | 0.35% | 0.94% | Q4 2019 | Q3 2023 | 14 |
Motley Fool Asset Management LLC | 14 | 14 | 0.13% | 0.68% | 1.57% | Q1 2018 | Q2 2021 | 14 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.21% | 0.71% | Q4 2014 | Q3 2023 | 14 |
Wharton Business Group, LLC | 14 | 14 | 0.02% | 0.06% | 0.12% | Q4 2019 | Q1 2023 | 14 |
Otter Creek Advisors, LLC | 14 | 14 | 0.63% | 1.77% | 4.68% | Q1 2016 | Q2 2019 | 14 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14 | 14 | 0.61% | 1.00% | 1.73% | Q2 2020 | Q3 2023 | 14 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 14 | 14 | 0.11% | 0.44% | 1.27% | Q2 2020 | Q3 2023 | 14 |
Ovata Capital Management Ltd | 10 | 2 | 0.00% | 9.94% | 36.57% | Q1 2020 | Q2 2023 | 14 |
Manning & Napier Group, LLC | 14 | 14 | 0.31% | 1.16% | 2.18% | Q4 2017 | Q1 2021 | 14 |
NF Trinity Capital (Hong Kong) Ltd | 14 | 14 | 8.69% | 15.76% | 21.25% | Q4 2015 | Q1 2019 | 14 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.01% | 0.43% | 1.80% | Q3 2014 | Q3 2023 | 14 |
BAINCO INTERNATIONAL INVESTORS | 14 | 14 | 0.03% | 0.33% | 0.76% | Q3 2017 | Q4 2020 | 14 |
Bruderman Asset Management, LLC | 14 | 14 | 0.04% | 0.11% | 0.22% | Q1 2018 | Q2 2021 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.31% | 1.07% | 2.47% | Q4 2018 | Q1 2022 | 14 |
ARDSLEY ADVISORY PARTNERS LP | 3 | 1 | 0.07% | 1.81% | 3.49% | Q3 2014 | Q3 2021 | 14 |
Growth Interface Management LLC | 11 | 3 | 3.56% | 9.74% | 16.58% | Q4 2018 | Q3 2023 | 14 |
PICTET BANK & TRUST Ltd | 10 | 4 | 0.07% | 0.11% | 0.19% | Q2 2015 | Q4 2018 | 14 |
Gleason Group, Inc. | 8 | 6 | 0.00% | 0.01% | 0.08% | Q4 2019 | Q3 2023 | 14 |
Belvedere Trading LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 14 |
Pegasus Asset Management, Inc. | 14 | 14 | 0.49% | 1.08% | 1.60% | Q3 2018 | Q4 2021 | 14 |
Crescent Park Management, L.P. | 11 | 3 | 1.01% | 5.68% | 10.62% | Q2 2015 | Q4 2021 | 14 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 7 | 1 | 0.24% | 0.47% | 0.81% | Q3 2014 | Q3 2018 | 14 |
PIN OAK INVESTMENT ADVISORS INC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.05% | 0.10% | 0.15% | Q2 2017 | Q3 2020 | 14 |
Cribstone Capital Management, LLC | 11 | 3 | 0.00% | 0.09% | 0.18% | Q1 2019 | Q4 2022 | 14 |
Hendershot Investments Inc. | 14 | 14 | 0.03% | 0.07% | 0.12% | Q1 2019 | Q2 2022 | 14 |
Gruss & Co., LLC | 11 | 1 | 0.26% | 1.16% | 6.02% | Q2 2015 | Q4 2019 | 14 |
Northern Cross, LLC | 14 | 14 | 10.23% | 14.78% | 21.14% | Q2 2015 | Q3 2018 | 14 |
Prestige Wealth Management Group LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2022 | 14 |
Holocene Advisors, LP | 9 | 1 | 0.00% | 0.85% | 1.77% | Q2 2018 | Q4 2022 | 14 |
CASTLEARK MANAGEMENT LLC | 9 | 5 | 0.01% | 0.58% | 1.86% | Q3 2016 | Q1 2020 | 14 |
Knuff & Co LLC | 11 | 3 | 0.01% | 0.73% | 1.68% | Q4 2018 | Q3 2023 | 14 |
GYL FINANCIAL SYNERGIES, LLC | 11 | 3 | 0.12% | 0.20% | 0.34% | Q1 2019 | Q3 2023 | 14 |
Flowering Tree Investment Management Pte. Ltd. | 13 | 1 | 6.09% | 18.51% | 43.25% | Q1 2015 | Q3 2019 | 14 |
Poehling Capital Management, INC. | 11 | 3 | 0.01% | 0.27% | 1.04% | Q4 2017 | Q3 2023 | 14 |
Tuscan Ridge Asset Management LLC | 5 | 5 | 0.04% | 0.39% | 0.89% | Q4 2018 | Q4 2019 | 14 |
RMB Capital Management, LLC | 8 | 6 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2021 | 14 |
COWEN AND COMPANY, LLC | 5 | 4 | 0.00% | 0.34% | 0.78% | Q4 2019 | Q3 2023 | 14 |
Kamunting Street Capital Management, L.P. | 5 | 1 | 0.16% | 3.37% | 6.75% | Q4 2017 | Q2 2023 | 14 |
BLOOM TREE PARTNERS, LLC | 7 | 5 | 1.78% | 4.53% | 6.70% | Q2 2018 | Q2 2021 | 14 |
James Hambro & Partners | 8 | 6 | 0.03% | 1.99% | 7.72% | Q4 2017 | Q2 2021 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.08% | 0.16% | Q2 2019 | Q3 2022 | 14 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.73% | 3.11% | 5.34% | Q3 2014 | Q3 2020 | 14 |
Brookfield Asset Management | 14 | 14 | 0.03% | 0.68% | 1.48% | Q2 2020 | Q3 2023 | 14 |
Douglass Winthrop Advisors, LLC | 12 | 2 | 0.02% | 0.33% | 1.09% | Q3 2015 | Q4 2020 | 14 |
Riggs Asset Managment Co. Inc. | 8 | 1 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 14 |
Lighthouse Investment Partners, LLC | 5 | 2 | 0.26% | 8.38% | 22.79% | Q4 2021 | Q3 2023 | 14 |
SeaBridge Investment Advisors LLC | 7 | 2 | 0.01% | 0.14% | 0.54% | Q4 2014 | Q3 2023 | 14 |
PARNASSUS INVESTMENTS, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2017 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.24% | 0.58% | 0.85% | Q4 2018 | Q1 2022 | 14 |
GLG Partners LP | 6 | 6 | 0.03% | 0.46% | 1.58% | Q3 2014 | Q4 2017 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 13 | 1 | 0.02% | 0.09% | 0.14% | Q2 2018 | Q2 2023 | 14 |
Capital Asset Advisory Services LLC | 11 | 3 | 0.02% | 0.20% | 0.38% | Q2 2018 | Q4 2021 | 14 |
Point Break Capital Management, LLC | 7 | 1 | 0.11% | 1.31% | 3.29% | Q1 2019 | Q3 2023 | 13 |
I.G. INVESTMENT MANAGEMENT, LTD. | 13 | 13 | 0.02% | 0.12% | 0.34% | Q3 2014 | Q3 2017 | 13 |
IFG Advisory, LLC | 6 | 2 | 0.03% | 0.08% | 0.13% | Q1 2018 | Q3 2023 | 13 |
ADVISORY RESEARCH INC | 13 | 13 | 0.00% | 0.06% | 0.15% | Q1 2017 | Q1 2020 | 13 |
OAKTREE CAPITAL MANAGEMENT LP | 7 | 1 | 0.30% | 1.16% | 2.14% | Q1 2015 | Q2 2020 | 13 |
LAKE STREET FINANCIAL LLC | 11 | 1 | 0.04% | 0.24% | 0.43% | Q1 2019 | Q1 2023 | 13 |
Merit Financial Group, LLC | 7 | 6 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 13 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 4 | 1 | 0.26% | 1.99% | 6.36% | Q3 2014 | Q1 2021 | 13 |
BIRINYI ASSOCIATES INC | 7 | 1 | 0.12% | 0.45% | 1.12% | Q3 2014 | Q1 2020 | 13 |
First Pacific Advisors, LP | 13 | 13 | 0.00% | 1.02% | 2.73% | Q2 2018 | Q2 2021 | 13 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 13 |
STEEL GROVE CAPITAL ADVISORS, LLC | 11 | 2 | 0.06% | 0.27% | 0.53% | Q1 2015 | Q1 2020 | 13 |
Ibex Investors LLC | 8 | 1 | 0.05% | 0.66% | 1.90% | Q1 2018 | Q1 2023 | 13 |
EVERMAY WEALTH MANAGEMENT LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Column Capital Advisors, LLC | 9 | 4 | 0.00% | 0.04% | 0.25% | Q4 2019 | Q3 2023 | 13 |
Jericho Capital Asset Management L.P. | 4 | 2 | 2.06% | 7.35% | 18.31% | Q3 2014 | Q1 2023 | 13 |
Interval Partners, LP | 6 | 1 | 0.24% | 1.17% | 2.37% | Q3 2017 | Q2 2023 | 13 |
Stelac Advisory Services LLC | 10 | 1 | 0.03% | 1.56% | 2.54% | Q2 2018 | Q3 2023 | 13 |
LA FINANCIERE DE L'ECHIQUIER | 12 | 1 | 0.21% | 4.03% | 7.82% | Q1 2016 | Q1 2021 | 13 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 4 | 1 | 0.02% | 0.08% | 0.20% | Q3 2014 | Q3 2020 | 13 |
FOUNDERS FINANCIAL SECURITIES LLC | 11 | 2 | 0.03% | 0.08% | 0.13% | Q4 2019 | Q1 2023 | 13 |
Fulcrum Capital LLC | 13 | 13 | 1.74% | 2.47% | 3.24% | Q4 2017 | Q4 2020 | 13 |
AM INVESTMENT STRATEGIES LLC | 13 | 13 | 0.08% | 1.55% | 5.24% | Q3 2020 | Q3 2023 | 13 |
Coastal Bridge Advisors, LLC | 7 | 2 | 0.05% | 0.08% | 0.21% | Q2 2018 | Q3 2023 | 13 |
Commonwealth Equity Services, Inc | 13 | 13 | 0.04% | 0.09% | 0.15% | Q3 2014 | Q3 2017 | 13 |
Vigilare Wealth Management | 13 | 13 | 0.12% | 0.55% | 0.98% | Q4 2019 | Q4 2022 | 13 |
Adero Partners, LLC | 11 | 2 | 0.17% | 1.19% | 4.95% | Q2 2020 | Q3 2023 | 13 |
Polar Capital Holdings Plc | 12 | 12 | 0.00% | 0.59% | 2.11% | Q4 2020 | Q3 2023 | 13 |
Summit Place Financial Advisors, LLC | 13 | 13 | 0.83% | 1.53% | 2.20% | Q3 2020 | Q3 2023 | 13 |
PINNACLE FINANCIAL PARTNERS INC | 10 | 1 | 0.00% | 0.07% | 0.21% | Q4 2014 | Q2 2021 | 13 |
SANDERS MORRIS HARRIS LLC | 6 | 2 | 0.04% | 0.18% | 0.79% | Q1 2017 | Q3 2023 | 13 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.49% | 1.72% | Q1 2015 | Q3 2023 | 13 |
Lumina Fund Management LLC | 11 | 2 | 0.02% | 0.60% | 1.10% | Q4 2018 | Q2 2022 | 13 |
Orca Investment Management, LLC | 10 | 3 | 0.75% | 2.25% | 3.54% | Q2 2017 | Q2 2021 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.19% | 0.52% | Q3 2020 | Q3 2023 | 13 |
Jabre Capital Partners S.A. | 7 | 1 | 0.39% | 1.97% | 4.52% | Q3 2014 | Q3 2018 | 13 |
DCF Advisers, LLC | 4 | 4 | 0.18% | 0.66% | 1.18% | Q4 2020 | Q3 2023 | 13 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 11 | 2 | 0.02% | 0.18% | 0.32% | Q4 2019 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q3 2023 | 13 |
GOODWIN DANIEL L | 13 | 13 | 0.94% | 2.78% | 5.26% | Q3 2018 | Q3 2021 | 13 |
Acropolis Investment Management, LLC | 13 | 13 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q3 2022 | 13 |
DSAM Partners (London) Ltd | 5 | 1 | 0.51% | 3.20% | 6.33% | Q3 2014 | Q3 2020 | 13 |
QCI ASSET MANAGEMENT INC/NY | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2020 | 13 |
ARGENTIERE CAPITAL AG | 4 | 2 | 0.11% | 0.86% | 5.36% | Q1 2015 | Q1 2017 | 13 |
Mine & Arao Wealth Creation & Management, LLC. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.09% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Incline Global Management LLC | 6 | 1 | 0.05% | 2.59% | 5.41% | Q1 2015 | Q3 2023 | 13 |
Buckingham Capital Management, Inc. | 13 | 13 | 0.07% | 0.30% | 0.57% | Q2 2018 | Q2 2021 | 13 |
Corient Capital Partners, LLC | 8 | 1 | 0.02% | 0.07% | 0.18% | Q1 2017 | Q3 2022 | 13 |
MACKAY SHIELDS LLC | 13 | 13 | 0.06% | 0.10% | 0.14% | Q1 2018 | Q1 2021 | 13 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.27% | 0.85% | Q3 2014 | Q3 2023 | 13 |
Champlain Investment Partners, LLC | 11 | 2 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2020 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.06% | 0.15% | 0.23% | Q3 2020 | Q3 2023 | 13 |
NATIONAL PLANNING CORP | 13 | 13 | 0.06% | 0.12% | 0.23% | Q3 2014 | Q3 2017 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.12% | 0.22% | 0.54% | Q3 2020 | Q3 2023 | 13 |
One Capital Management, LLC | 13 | 13 | 0.32% | 0.41% | 0.58% | Q2 2018 | Q2 2021 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.15% | 0.52% | 1.09% | Q3 2020 | Q3 2023 | 13 |
Archer Investment Corp | 8 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 13 |
Ithaka Group | 13 | 13 | 1.57% | 2.67% | 4.45% | Q4 2017 | Q4 2020 | 13 |
TIAA, FSB | 13 | 13 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q2 2021 | 13 |
Grandeur Peak Global Advisors, LLC | 13 | 13 | 0.16% | 0.62% | 1.19% | Q4 2017 | Q4 2020 | 13 |
VALINOR MANAGEMENT, L.P. | 12 | 12 | 2.72% | 4.64% | 6.35% | Q2 2017 | Q1 2020 | 13 |
Clearstead Trust, LLC | 7 | 1 | 0.01% | 0.07% | 0.15% | Q4 2016 | Q4 2020 | 13 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.00% | 0.11% | 0.83% | Q1 2018 | Q4 2021 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.01% | 0.18% | 0.45% | Q2 2017 | Q2 2020 | 13 |
Jeereddi Investments, LP | 13 | 13 | 0.37% | 0.83% | 1.55% | Q4 2019 | Q4 2022 | 13 |
Chiron Investment Management, LLC | 8 | 1 | 0.16% | 3.59% | 6.15% | Q4 2016 | Q3 2023 | 13 |
Rothschild Capital Partners, LLC | 10 | 2 | 0.47% | 0.78% | 1.52% | Q3 2016 | Q2 2021 | 13 |
CAPITAL INSIGHT PARTNERS, LLC | 13 | 13 | 0.20% | 0.47% | 0.71% | Q3 2018 | Q3 2021 | 13 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 3 | 0.01% | 0.06% | 0.20% | Q4 2017 | Q3 2021 | 13 |
Firsthand Capital Management, Inc. | 13 | 13 | 0.98% | 3.56% | 6.13% | Q2 2016 | Q2 2019 | 13 |
Centerpoint Advisors, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 13 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.33% | 1.34% | Q1 2017 | Q1 2023 | 13 |
Wealth Alliance Advisory Group, LLC | 10 | 3 | 0.11% | 0.15% | 0.19% | Q1 2018 | Q2 2021 | 13 |
Truehand, Inc | 13 | 13 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q4 2021 | 13 |
NICOLET BANKSHARES INC | 6 | 1 | 0.07% | 0.12% | 0.17% | Q2 2017 | Q2 2021 | 13 |
JAMES INVESTMENT RESEARCH INC | 13 | 13 | 0.00% | 0.14% | 0.84% | Q1 2020 | Q1 2023 | 13 |
Lowe Wealth Advisors, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q4 2022 | 13 |
Nationwide Fund Advisors | 13 | 13 | 0.02% | 0.08% | 0.28% | Q3 2014 | Q3 2017 | 13 |
Parkwood LLC | 10 | 1 | 0.12% | 1.04% | 2.36% | Q3 2018 | Q2 2023 | 13 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 13 | 13 | 0.09% | 1.24% | 1.80% | Q4 2018 | Q4 2021 | 13 |
Azimuth Capital Management LLC | 11 | 2 | 0.01% | 0.26% | 0.69% | Q2 2018 | Q3 2021 | 13 |
Claybrook Capital, LLC | 12 | 1 | 0.04% | 0.15% | 0.28% | Q4 2017 | Q2 2021 | 13 |
Egerton Capital (UK) LLP | 13 | 13 | 2.66% | 4.86% | 7.83% | Q3 2017 | Q3 2020 | 13 |
Golden State Wealth Management, LLC | 9 | 3 | 0.03% | 0.14% | 0.44% | Q1 2019 | Q1 2022 | 13 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.13% | 0.63% | Q4 2019 | Q3 2023 | 13 |
GoodHaven Capital Management | 10 | 10 | 0.00% | 1.22% | 2.00% | Q2 2021 | Q3 2023 | 13 |
Foresight Wealth Management, LLC | 13 | 13 | 0.00% | 0.29% | 0.47% | Q4 2018 | Q4 2021 | 13 |
INVESTMENT CENTERS OF AMERICA INC | 13 | 13 | 0.03% | 0.08% | 0.21% | Q3 2014 | Q3 2017 | 13 |
Weiss Asset Management LP | 7 | 1 | 0.01% | 0.91% | 2.20% | Q3 2014 | Q4 2021 | 13 |
SII INVESTMENTS INC/WI | 13 | 13 | 0.06% | 0.11% | 0.25% | Q4 2014 | Q4 2017 | 13 |
Tower View Wealth Management LLC | 12 | 1 | 0.00% | 0.32% | 1.12% | Q4 2017 | Q1 2021 | 13 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.06% | 0.14% | 0.28% | Q4 2020 | Q3 2023 | 12 |
INDEPENDENT INVESTORS INC | 12 | 12 | 0.20% | 0.36% | 0.65% | Q4 2020 | Q3 2023 | 12 |
FormulaFolio Investments, LLC | 9 | 3 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q2 2021 | 12 |
BRAUN STACEY ASSOCIATES INC | 9 | 3 | 0.02% | 0.33% | 0.66% | Q3 2016 | Q1 2020 | 12 |
Columbia Asset Management | 12 | 12 | 0.04% | 0.22% | 0.37% | Q3 2018 | Q2 2021 | 12 |
Sylebra Capital Ltd | 12 | 12 | 1.96% | 2.99% | 4.98% | Q4 2014 | Q3 2017 | 12 |
Beech Hill Advisors, Inc. | 6 | 6 | 0.29% | 0.79% | 2.46% | Q4 2014 | Q4 2017 | 12 |
Telos Capital Management, Inc. | 12 | 12 | 0.28% | 0.55% | 0.78% | Q3 2018 | Q2 2021 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.01% | 0.06% | 0.46% | Q4 2020 | Q3 2023 | 12 |
NIGHTVIEW CAPITAL, LLC | 5 | 3 | 0.02% | 1.50% | 4.64% | Q3 2018 | Q1 2023 | 12 |
JACOB ASSET MANAGEMENT OF NEW YORK LLC | 12 | 12 | 0.06% | 0.97% | 1.93% | Q4 2020 | Q3 2023 | 12 |
ANCHOR CAPITAL ADVISORS LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 12 |
MANCHESTER FINANCIAL INC | 12 | 12 | 0.12% | 1.38% | 2.80% | Q4 2018 | Q3 2021 | 12 |
Graham Capital Management, L.P. | 11 | 1 | 0.02% | 0.55% | 1.96% | Q4 2014 | Q2 2020 | 12 |
Miura Global Management | 4 | 1 | 0.32% | 6.11% | 17.75% | Q3 2016 | Q2 2022 | 12 |
Anson Funds Management LP | 7 | 1 | 0.17% | 0.43% | 0.90% | Q4 2019 | Q3 2023 | 12 |
MANNING & NAPIER ADVISORS LLC | 12 | 12 | 0.01% | 1.05% | 1.59% | Q4 2014 | Q3 2017 | 12 |
Fort Sheridan Advisors LLC | 12 | 12 | 0.12% | 0.29% | 0.47% | Q4 2018 | Q3 2021 | 12 |
HARTLINE INVESTMENT CORP/ | 11 | 1 | 0.20% | 1.13% | 1.70% | Q4 2014 | Q4 2019 | 12 |
Stuart Chaussee & Associates, Inc. | 11 | 1 | 0.00% | 0.12% | 0.56% | Q1 2018 | Q1 2021 | 12 |
AUXIER ASSET MANAGEMENT | 12 | 12 | 0.06% | 0.26% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Greytown Advisors Inc. | 12 | 12 | 0.31% | 0.61% | 1.03% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q2 2022 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.02% | 0.11% | 0.21% | Q4 2018 | Q3 2021 | 12 |
First Capital Advisors Group, LLC. | 7 | 5 | 0.15% | 0.35% | 0.61% | Q2 2017 | Q2 2023 | 12 |
FUKOKU MUTUAL LIFE INSURANCE Co | 10 | 1 | 0.10% | 0.27% | 0.41% | Q4 2015 | Q2 2020 | 12 |
Price Wealth, LLC | 12 | 12 | 0.58% | 0.75% | 1.12% | Q4 2017 | Q3 2020 | 12 |
Lucia Wealth Services, LLC | 12 | 12 | 0.31% | 0.67% | 1.09% | Q4 2017 | Q3 2020 | 12 |
Madison Asset Management, LLC | 12 | 12 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Hanson & Doremus Investment Management | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2021 | 12 |
AlphaStar Capital Management, LLC | 12 | 12 | 0.00% | 0.27% | 0.44% | Q4 2020 | Q3 2023 | 12 |
PSI Advisors, LLC | 11 | 1 | 0.03% | 0.13% | 0.24% | Q4 2019 | Q3 2023 | 12 |
Avion Wealth | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 12 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 12 |
WFG Advisors, LP | 12 | 12 | 0.02% | 0.06% | 0.08% | Q3 2014 | Q2 2017 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q3 2021 | 12 |
Cryder Capital Partners LLP | 12 | 12 | 4.83% | 6.83% | 9.22% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.04% | 0.11% | Q4 2017 | Q1 2021 | 12 |
BlackRock Institutional Trust Company, N.A. | 10 | 10 | 0.00% | 0.07% | 0.26% | Q3 2014 | Q4 2016 | 12 |
Sage Capital Advisors,llc | 12 | 12 | 0.25% | 0.52% | 1.11% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.06% | 0.13% | 0.16% | Q4 2018 | Q3 2021 | 12 |
Well Done, LLC | 5 | 1 | 0.04% | 0.06% | 0.10% | Q3 2017 | Q2 2021 | 12 |
COMMONWEALTH BANK OF AUSTRALIA | 12 | 12 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q2 2019 | 12 |
Edgemoor Investment Advisors, Inc. | 12 | 12 | 0.35% | 1.10% | 1.86% | Q3 2018 | Q2 2021 | 12 |
AIA International Ltd | 12 | 12 | 46.50% | 60.97% | 74.36% | Q4 2017 | Q3 2020 | 12 |
Legato Capital Management LLC | 12 | 12 | 0.10% | 0.44% | 1.02% | Q4 2019 | Q3 2022 | 12 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 10 | 10 | 0.62% | 1.11% | 1.57% | Q1 2019 | Q2 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.10% | 0.30% | Q4 2020 | Q3 2023 | 12 |
USCA RIA LLC | 6 | 1 | 0.03% | 0.18% | 0.81% | Q4 2014 | Q2 2021 | 12 |
Claraphi Advisory Network, LLC | 7 | 1 | 0.07% | 0.32% | 0.78% | Q4 2017 | Q2 2021 | 12 |
Whitegate Investment Counselors, Inc. | 12 | 12 | 0.03% | 0.08% | 0.12% | Q4 2018 | Q3 2021 | 12 |
BRILLIANCE ASSET MANAGEMENT LTD | 8 | 1 | 1.28% | 31.95% | 73.17% | Q4 2016 | Q2 2023 | 12 |
Green Court Capital Management Ltd | 12 | 12 | 41.67% | 58.22% | 75.88% | Q2 2017 | Q1 2020 | 12 |
Terra Nova Asset Management LLC | 10 | 2 | 0.63% | 2.83% | 5.32% | Q3 2016 | Q1 2021 | 12 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
DARRELL & KING LLC | 11 | 1 | 3.02% | 5.26% | 7.23% | Q1 2017 | Q1 2020 | 12 |
Tempus Wealth Planning, LLC | 7 | 7 | 0.00% | 0.16% | 0.40% | Q3 2020 | Q1 2022 | 12 |
Tweedy, Browne Co LLC | 12 | 12 | 0.14% | 1.98% | 9.86% | Q4 2020 | Q3 2023 | 12 |
Axiom Investment Management LLC | 11 | 1 | 0.07% | 0.74% | 1.59% | Q4 2018 | Q3 2022 | 12 |
Live Oak Private Wealth LLC | 12 | 12 | 0.21% | 0.39% | 0.75% | Q4 2019 | Q3 2022 | 12 |
Resolute Advisors LLC | 12 | 12 | 0.02% | 0.14% | 0.76% | Q4 2020 | Q3 2023 | 12 |
Shellback Capital, LP | 3 | 1 | 0.34% | 1.22% | 3.23% | Q4 2014 | Q4 2020 | 12 |
BlackRock Group LTD | 10 | 10 | 0.00% | 0.25% | 0.86% | Q3 2014 | Q4 2016 | 12 |
Lee Capital Holdings LLC | 12 | 12 | 0.60% | 1.69% | 2.34% | Q2 2018 | Q1 2021 | 12 |
COLUMBUS CIRCLE INVESTORS | 7 | 5 | 0.02% | 0.51% | 1.06% | Q1 2017 | Q3 2020 | 12 |
HORAN CAPITAL MANAGEMENT | 12 | 12 | 0.06% | 0.10% | 0.20% | Q1 2017 | Q4 2019 | 12 |
Geneva Advisors, LLC | 12 | 12 | 0.01% | 0.14% | 0.87% | Q3 2014 | Q2 2017 | 12 |
Long Corridor Asset Management Ltd | 12 | 12 | 5.09% | 9.37% | 14.96% | Q4 2020 | Q3 2023 | 12 |
Odey Asset Management Group Ltd | 4 | 1 | 0.06% | 0.48% | 1.91% | Q3 2016 | Q1 2023 | 12 |
CERTUITY, LLC | 7 | 3 | 0.03% | 0.27% | 1.16% | Q1 2020 | Q3 2023 | 12 |
EQUITABLE TRUST CO | 7 | 5 | 0.03% | 0.13% | 0.24% | Q2 2018 | Q2 2021 | 12 |
Virtu KCG Holdings LLC | 12 | 12 | 0.01% | 0.06% | 0.19% | Q3 2014 | Q2 2017 | 12 |
Foster Group, Inc. | 12 | 12 | 0.02% | 0.06% | 0.18% | Q4 2020 | Q3 2023 | 12 |
WEALTH ADVISORS, INC. | 7 | 7 | 0.00% | 0.19% | 0.66% | Q4 2019 | Q2 2021 | 12 |
Wealth Architects, LLC | 10 | 2 | 0.06% | 0.09% | 0.14% | Q1 2018 | Q2 2021 | 12 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 12 | 12 | 0.04% | 0.08% | 0.13% | Q4 2018 | Q3 2021 | 12 |
PRIO WEALTH LIMITED PARTNERSHIP | 9 | 3 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2021 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.03% | 0.07% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Jaffetilchin Investment Partners, LLC | 5 | 1 | 0.03% | 0.10% | 0.17% | Q4 2014 | Q2 2022 | 12 |
Princeton Global Asset Management LLC | 11 | 1 | 0.00% | 0.44% | 1.16% | Q1 2019 | Q3 2023 | 12 |
Moisand Fitzgerald Tamayo, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 12 |
ELEMENT POINTE ADVISORS, LLC | 7 | 5 | 0.06% | 0.22% | 0.42% | Q4 2019 | Q3 2023 | 12 |
Ensign Peak Advisors, Inc | 7 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 12 |
BFSG, LLC | 5 | 3 | 0.03% | 0.22% | 0.61% | Q1 2017 | Q1 2021 | 12 |
Aldebaran Financial Inc. | 9 | 3 | 0.15% | 0.26% | 0.40% | Q1 2015 | Q2 2021 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.02% | 0.28% | 0.86% | Q4 2018 | Q3 2021 | 12 |
Enterprise Trust & Investment Co | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2022 | 12 |
Richard P Slaughter Associates Inc | 12 | 12 | 0.39% | 1.00% | 1.41% | Q4 2019 | Q3 2022 | 12 |
Signature Financial Management, Inc. | 8 | 2 | 0.04% | 0.12% | 0.20% | Q1 2015 | Q2 2018 | 12 |
EMG Holdings, L.P. | 3 | 1 | 0.03% | 0.51% | 1.40% | Q3 2021 | Q3 2022 | 12 |
Steinberg Global Asset Management | 11 | 1 | 0.04% | 0.06% | 0.09% | Q4 2015 | Q1 2019 | 12 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9 | 2 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.04% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.49% | 1.28% | 3.39% | Q4 2020 | Q3 2023 | 12 |
Polaris Wealth Advisory Group, LLC | 5 | 1 | 0.00% | 0.12% | 0.51% | Q4 2017 | Q2 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Kimelman & Baird, LLC | 6 | 1 | 0.04% | 0.05% | 0.08% | Q4 2016 | Q2 2021 | 12 |
Evanson Asset Management, LLC | 8 | 8 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q3 2021 | 12 |
Visionary Wealth Advisors | 11 | 1 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q1 2023 | 12 |
EMC Capital Management | 12 | 12 | 0.02% | 0.28% | 0.92% | Q4 2020 | Q3 2023 | 12 |
Rafferty Asset Management, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q2 2023 | 12 |
TRAIN BABCOCK ADVISORS LLC | 12 | 12 | 0.61% | 1.54% | 2.71% | Q1 2015 | Q4 2017 | 12 |
RNC CAPITAL MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2020 | 12 |
AIA Investment Management Private Ltd | 12 | 12 | 7.36% | 30.98% | 43.05% | Q4 2017 | Q3 2020 | 12 |
Paulson & Co. | 10 | 2 | 0.06% | 0.36% | 1.02% | Q3 2014 | Q3 2023 | 12 |
Virtue Capital Management, LLC | 8 | 1 | 0.01% | 0.23% | 0.53% | Q1 2018 | Q1 2022 | 12 |
STEADFAST CAPITAL MANAGEMENT LP | 5 | 2 | 0.22% | 2.97% | 8.21% | Q3 2014 | Q3 2022 | 12 |
Verde Servicos Internacionais S.A. | 3 | 1 | 0.26% | 2.04% | 7.22% | Q4 2015 | Q1 2020 | 11 |
Spears Abacus Advisors LLC | 10 | 1 | 0.02% | 1.36% | 2.47% | Q3 2019 | Q2 2022 | 11 |
IMC-Chicago, LLC | 3 | 1 | 0.01% | 0.09% | 0.48% | Q4 2019 | Q3 2023 | 11 |
CHIRON CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.14% | 0.44% | 0.66% | Q3 2020 | Q3 2023 | 11 |
Twin Lakes Capital Management, LLC | 6 | 5 | 1.00% | 3.15% | 8.21% | Q4 2020 | Q3 2023 | 11 |
Tennessee Valley Asset Management Partners | 9 | 2 | 0.09% | 0.13% | 0.23% | Q4 2020 | Q3 2023 | 11 |
K2 PRINCIPAL FUND, L.P. | 6 | 1 | 0.06% | 0.53% | 1.19% | Q1 2015 | Q2 2018 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.07% | 0.17% | Q1 2021 | Q3 2023 | 11 |
MAR VISTA INVESTMENT PARTNERS LLC | 11 | 11 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q2 2021 | 11 |
Optiver Holding B.V. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Capital Investment Counsel, Inc | 11 | 11 | 0.05% | 0.49% | 0.79% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
NFJ INVESTMENT GROUP, LLC | 11 | 11 | 0.00% | 0.05% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Highstreet Asset Management Inc. | 11 | 11 | 0.01% | 0.08% | 0.19% | Q2 2017 | Q4 2019 | 11 |
Cheyne Capital Management (UK) LLP | 4 | 1 | 0.10% | 2.55% | 9.04% | Q3 2014 | Q4 2022 | 11 |
Ninety One SA (PTY) Ltd | 6 | 2 | 0.01% | 2.09% | 11.11% | Q2 2018 | Q2 2022 | 11 |
IFC Holdings Incorporated/FL | 4 | 3 | 0.02% | 0.10% | 0.32% | Q4 2014 | Q4 2017 | 11 |
WNY Asset Management, LLC | 11 | 11 | 0.10% | 0.20% | 0.42% | Q1 2021 | Q3 2023 | 11 |
Capital Wealth Alliance, LLC | 11 | 11 | 0.12% | 0.44% | 1.23% | Q4 2019 | Q2 2022 | 11 |
Pinpoint Asset Management Ltd | 6 | 2 | 0.87% | 11.13% | 38.58% | Q4 2019 | Q3 2023 | 11 |
Activest Wealth Management | 11 | 11 | 0.05% | 0.20% | 0.73% | Q1 2021 | Q3 2023 | 11 |
Novo Holdings A/S | 11 | 11 | 1.64% | 2.65% | 3.38% | Q1 2021 | Q3 2023 | 11 |
Orion Portfolio Solutions, LLC | 8 | 3 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 11 |
Hillhouse Capital Management | 11 | 11 | 0.02% | 5.94% | 20.58% | Q4 2016 | Q2 2019 | 11 |
JSF Financial, LLC | 11 | 11 | 0.16% | 0.27% | 0.41% | Q1 2019 | Q3 2021 | 11 |
PATTON ALBERTSON MILLER GROUP, LLC | 11 | 11 | 0.04% | 0.19% | 0.30% | Q2 2019 | Q4 2021 | 11 |
Clear Harbor Asset Management, LLC | 5 | 1 | 0.01% | 0.14% | 0.62% | Q3 2018 | Q1 2022 | 11 |
MATRIX PRIVATE CAPITAL GROUP LLC | 11 | 11 | 0.11% | 0.44% | 0.69% | Q4 2019 | Q2 2022 | 11 |
NORTHSTAR WEALTH PARTNERS LLC | 11 | 11 | 0.19% | 0.27% | 0.41% | Q1 2018 | Q3 2020 | 11 |
Valmark Advisers, Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2021 | 11 |
Xcel Wealth Management, LLC | 7 | 4 | 0.06% | 0.67% | 1.28% | Q4 2018 | Q3 2021 | 11 |
Nokota Management, LP | 7 | 1 | 0.61% | 5.58% | 14.78% | Q3 2014 | Q4 2021 | 11 |
Bridgecreek Investment Management, LLC | 8 | 3 | 0.67% | 1.31% | 1.95% | Q4 2014 | Q3 2021 | 11 |
Artemis Investment Management LLP | 10 | 1 | 0.02% | 0.12% | 0.38% | Q4 2020 | Q3 2023 | 11 |
Sound View Wealth Advisors Group, LLC | 11 | 11 | 0.04% | 0.14% | 0.22% | Q2 2019 | Q4 2021 | 11 |
Clear Creek Financial Management, LLC | 6 | 5 | 0.04% | 0.14% | 0.42% | Q2 2019 | Q1 2022 | 11 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 9 | 2 | 0.04% | 0.11% | 0.14% | Q3 2019 | Q3 2023 | 11 |
Camarda Financial Advisors, LLC | 4 | 1 | 0.02% | 0.15% | 1.29% | Q3 2014 | Q3 2020 | 11 |
Arden Trust Co | 11 | 11 | 0.06% | 0.20% | 0.39% | Q2 2019 | Q4 2021 | 11 |
Vestcor Inc | 11 | 11 | 0.01% | 0.10% | 0.31% | Q4 2019 | Q2 2022 | 11 |
Community Financial Services Group, LLC | 7 | 4 | 0.00% | 0.20% | 0.52% | Q4 2014 | Q4 2021 | 11 |
Hilton Capital Management, LLC | 7 | 1 | 0.02% | 0.06% | 0.14% | Q1 2017 | Q4 2020 | 11 |
RBA Wealth Management, LLC | 11 | 11 | 0.38% | 1.37% | 2.61% | Q1 2019 | Q3 2021 | 11 |
Financial Strategies Group, Inc. | 11 | 11 | 0.15% | 0.31% | 0.61% | Q3 2020 | Q1 2023 | 11 |
Executive Wealth Management, LLC | 11 | 11 | 0.04% | 0.22% | 0.34% | Q4 2018 | Q2 2021 | 11 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 10 | 1 | 0.01% | 0.28% | 0.97% | Q1 2020 | Q1 2023 | 11 |
Meridian Wealth Advisors, LLC | 11 | 11 | 0.07% | 0.11% | 0.16% | Q4 2018 | Q2 2021 | 11 |
Noked Israel Ltd | 10 | 1 | 0.23% | 1.48% | 3.60% | Q2 2019 | Q2 2022 | 11 |
Frisch Financial Group, Inc. | 11 | 11 | 0.34% | 0.98% | 3.51% | Q4 2018 | Q2 2021 | 11 |
Prince Street Capital Management LLC | 4 | 1 | 2.15% | 8.00% | 21.27% | Q1 2015 | Q2 2022 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.13% | 0.26% | 0.37% | Q4 2020 | Q3 2023 | 11 |
BEACON TRUST CO | 11 | 11 | 0.15% | 0.49% | 0.66% | Q3 2014 | Q1 2017 | 11 |
Pomelo Capital LLC | 8 | 1 | 0.03% | 1.07% | 2.49% | Q1 2015 | Q1 2018 | 11 |
Capital Wealth Planning, LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2021 | 11 |
Mariner Wealth Advisors-Cincinnati, LLC | 6 | 1 | 0.02% | 0.12% | 0.32% | Q4 2014 | Q3 2018 | 11 |
FRONTIER INVESTMENT MGMT CO | 10 | 10 | 0.02% | 0.06% | 0.22% | Q1 2018 | Q2 2020 | 11 |
FORTEM FINANCIAL GROUP, LLC | 11 | 11 | 0.22% | 0.36% | 0.55% | Q4 2018 | Q2 2021 | 11 |
Epoch Investment Partners, Inc. | 7 | 4 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q1 2022 | 11 |
Winfield Associates, Inc. | 5 | 3 | 0.01% | 0.10% | 0.33% | Q3 2015 | Q3 2021 | 11 |
Carmignac Gestion | 5 | 1 | 0.00% | 1.88% | 5.87% | Q3 2016 | Q3 2023 | 11 |
SlateStone Wealth, LLC | 11 | 11 | 0.05% | 0.59% | 1.08% | Q1 2019 | Q3 2021 | 11 |
BlackRock Investment Management, LLC | 10 | 10 | 0.00% | 0.09% | 0.27% | Q3 2014 | Q4 2016 | 11 |
COMGEST GLOBAL INVESTORS S.A.S. | 11 | 11 | 0.11% | 3.62% | 13.84% | Q4 2018 | Q2 2021 | 11 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.09% | 0.54% | 1.10% | Q4 2014 | Q4 2022 | 11 |
Hamilton Wealth, LLC | 11 | 11 | 0.77% | 1.66% | 2.73% | Q4 2018 | Q2 2021 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.00% | 0.15% | 0.83% | Q3 2017 | Q1 2020 | 11 |
Destination Wealth Management | 6 | 1 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q2 2021 | 11 |
NAPLES GLOBAL ADVISORS, LLC | 11 | 11 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q2 2021 | 11 |
Canton Hathaway, LLC | 7 | 4 | 0.01% | 0.02% | 0.09% | Q3 2018 | Q2 2021 | 11 |
WRAPMANAGER INC | 10 | 1 | 0.07% | 0.26% | 0.47% | Q3 2018 | Q2 2021 | 11 |
Andesa Financial Management Inc. | 11 | 11 | 0.09% | 0.22% | 0.33% | Q1 2019 | Q3 2021 | 11 |
Daily Journal Corporation | 11 | 11 | 14.68% | 18.14% | 27.65% | Q1 2021 | Q3 2023 | 11 |
MERIDIAN MANAGEMENT CO | 11 | 11 | 1.10% | 1.45% | 1.76% | Q2 2018 | Q4 2020 | 11 |
Essex Savings Bank | 11 | 11 | 0.07% | 0.13% | 0.18% | Q4 2018 | Q2 2021 | 11 |
Vectors Research Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 11 |
Cox Capital Mgt LLC | 11 | 11 | 0.72% | 1.59% | 2.76% | Q1 2021 | Q3 2023 | 11 |
Vishria Bird Financial Group, LLC | 11 | 11 | 3.26% | 4.56% | 6.00% | Q4 2018 | Q2 2021 | 11 |
JANUS HENDERSON INVESTORS US LLC | 11 | 11 | 0.17% | 0.26% | 0.39% | Q3 2014 | Q1 2017 | 11 |
CAPSTONE ASSET MANAGEMENT CO | 11 | 11 | 0.09% | 0.17% | 0.24% | Q4 2014 | Q2 2017 | 11 |
Blue Edge Capital, LLC | 9 | 2 | 0.22% | 0.29% | 0.42% | Q2 2018 | Q1 2021 | 11 |
SPHINX TRADING, LP | 9 | 2 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q4 2021 | 11 |
MARK ASSET MANAGEMENT LP | 8 | 1 | 1.37% | 2.07% | 2.84% | Q3 2014 | Q3 2020 | 11 |
ARMISTICE CAPITAL, LLC | 7 | 4 | 0.16% | 0.47% | 0.82% | Q4 2020 | Q3 2023 | 11 |
GPS Wealth Strategies Group, LLC | 7 | 1 | 0.00% | 0.02% | 0.10% | Q3 2020 | Q3 2023 | 11 |
MONETTA FINANCIAL SERVICES INC | 6 | 1 | 0.14% | 2.06% | 3.63% | Q3 2014 | Q1 2021 | 11 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 11 | 11 | 0.13% | 0.51% | 0.94% | Q1 2018 | Q3 2020 | 11 |
Grassi Investment Management | 10 | 1 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q2 2021 | 11 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 11 | 11 | 1.97% | 5.45% | 8.65% | Q4 2018 | Q2 2021 | 11 |
Maso Capital Partners Ltd | 6 | 2 | 0.00% | 1.55% | 5.84% | Q1 2017 | Q3 2023 | 11 |
NORTHSTAR INVESTMENT ADVISORS LLC | 11 | 11 | 0.22% | 1.17% | 2.21% | Q4 2018 | Q2 2021 | 11 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.16% | 0.95% | Q1 2015 | Q3 2023 | 11 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 4 | 3 | 0.17% | 0.30% | 0.56% | Q2 2018 | Q2 2021 | 11 |
AGRAN LIBBIE | 11 | 11 | 0.15% | 0.29% | 0.43% | Q3 2014 | Q1 2017 | 11 |
Crawford Lake Capital Management, LLC | 4 | 1 | 0.15% | 5.28% | 18.41% | Q1 2017 | Q2 2022 | 11 |
BlueDrive Global Investors LLP | 11 | 11 | 7.39% | 13.35% | 21.02% | Q1 2021 | Q3 2023 | 11 |
SUFFOLK CAPITAL MANAGEMENT LLC | 5 | 2 | 0.85% | 1.49% | 1.90% | Q3 2015 | Q4 2018 | 11 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 7 | 1 | 0.01% | 0.17% | 0.45% | Q4 2014 | Q4 2018 | 11 |
NorthRock Partners, LLC | 10 | 1 | 0.02% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 11 |
Jupiter Investment Management Ltd | 9 | 2 | 0.00% | 0.58% | 1.42% | Q2 2015 | Q2 2020 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.04% | 0.10% | 0.27% | Q3 2018 | Q1 2023 | 11 |
FCM INVESTMENTS/TX | 6 | 5 | 0.27% | 0.83% | 2.66% | Q4 2014 | Q3 2017 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 11 |
FAYEZ SAROFIM & CO | 11 | 11 | 0.00% | 0.04% | 0.08% | Q3 2019 | Q1 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.12% | 0.20% | 0.29% | Q4 2017 | Q2 2020 | 11 |
CIBC WORLD MARKETS CORP | 5 | 1 | 0.04% | 0.49% | 1.32% | Q1 2016 | Q1 2022 | 11 |
KDI CAPITAL PARTNERS LLC | 9 | 2 | 0.07% | 1.54% | 3.73% | Q3 2018 | Q2 2021 | 11 |
Strategic Vision Investment Ltd | 6 | 1 | 0.15% | 10.51% | 25.90% | Q4 2017 | Q4 2022 | 11 |
Renaissance Technologies | 5 | 1 | 0.01% | 0.13% | 0.40% | Q2 2015 | Q2 2023 | 11 |
Hayden Royal, LLC | 11 | 11 | 0.94% | 1.09% | 1.26% | Q4 2018 | Q2 2021 | 11 |
BAR HARBOR WEALTH MANAGEMENT | 11 | 11 | 0.04% | 0.17% | 0.29% | Q4 2018 | Q2 2021 | 11 |
Csenge Advisory Group | 4 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 11 |
North Fourth Asset Management, LP | 3 | 1 | 0.84% | 2.24% | 4.06% | Q3 2018 | Q1 2023 | 11 |
Noked Capital LTD | 10 | 1 | 0.23% | 1.48% | 3.60% | Q2 2019 | Q2 2022 | 11 |
Maytus Capital Management, LLC | 3 | 1 | 0.97% | 2.03% | 3.21% | Q4 2018 | Q3 2023 | 11 |
Orbis Allan Gray Ltd | 7 | 2 | 0.04% | 1.59% | 3.38% | Q2 2019 | Q2 2022 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
Redwood Grove Capital, LLC | 11 | 11 | 3.04% | 4.85% | 8.04% | Q1 2021 | Q3 2023 | 11 |
Legacy Bridge, LLC | 11 | 11 | 0.74% | 0.97% | 1.40% | Q4 2018 | Q2 2021 | 11 |
Holowesko Partners Ltd. | 11 | 11 | 0.40% | 3.36% | 7.38% | Q1 2021 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.07% | 0.22% | 0.43% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
DCM Advisors, LLC | 8 | 3 | 0.15% | 0.35% | 0.54% | Q4 2020 | Q3 2023 | 11 |
Sterneck Capital Management, LLC | 11 | 11 | 0.28% | 1.10% | 1.56% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Sawyer & Company, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Barnett & Company, Inc. | 7 | 3 | 0.00% | 0.05% | 0.10% | Q1 2018 | Q1 2021 | 10 |
WEST PACES ADVISORS INC. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Stanley-Laman Group, Ltd. | 4 | 1 | 0.04% | 0.47% | 1.55% | Q3 2015 | Q4 2019 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.05% | 0.20% | Q4 2020 | Q1 2023 | 10 |
Carlson Capital Management | 7 | 1 | 0.04% | 0.06% | 0.08% | Q3 2017 | Q2 2021 | 10 |
AIA Singapore Private Ltd | 10 | 10 | 1.82% | 7.66% | 15.70% | Q3 2014 | Q4 2016 | 10 |
Magnus Financial Group LLC | 7 | 1 | 0.05% | 0.09% | 0.13% | Q2 2019 | Q3 2023 | 10 |
Leucadia National | 4 | 4 | 0.02% | 0.06% | 0.16% | Q4 2022 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 10 |
Sovarnum Capital L.P. | 8 | 1 | 0.46% | 1.31% | 2.65% | Q4 2017 | Q2 2021 | 10 |
Covestor Ltd | 8 | 8 | 0.00% | 0.10% | 0.30% | Q4 2021 | Q3 2023 | 10 |
Sutton Wealth Advisors Inc. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q4 2021 | 10 |
InterOcean Capital, LLC | 8 | 2 | 0.02% | 0.08% | 0.20% | Q1 2015 | Q1 2020 | 10 |
Americana Partners, LLC | 8 | 2 | 0.06% | 0.33% | 0.64% | Q4 2019 | Q2 2022 | 10 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 10 | 10 | 1.07% | 1.92% | 2.61% | Q2 2017 | Q3 2019 | 10 |
Red Spruce Capital, LLC | 10 | 10 | 0.54% | 1.27% | 2.10% | Q1 2020 | Q2 2022 | 10 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 6 | 1 | 1.74% | 4.74% | 9.61% | Q1 2017 | Q1 2020 | 10 |
Weaver Consulting Group | 10 | 10 | 0.06% | 0.14% | 0.16% | Q1 2019 | Q2 2021 | 10 |
Karp Capital Management Corp | 4 | 1 | 0.01% | 0.28% | 1.07% | Q2 2015 | Q3 2021 | 10 |
Polunin Capital Partners Ltd | 10 | 10 | 0.61% | 25.96% | 100.00% | Q2 2021 | Q3 2023 | 10 |
WT Asset Management Ltd | 5 | 1 | 0.70% | 14.02% | 27.22% | Q4 2018 | Q3 2023 | 10 |
XPONANCE, INC. | 4 | 2 | 0.02% | 0.50% | 1.30% | Q1 2016 | Q2 2020 | 10 |
HOWARD HUGHES MEDICAL INSTITUTE | 10 | 10 | 0.03% | 0.10% | 0.32% | Q4 2014 | Q1 2017 | 10 |
BOSTON ADVISORS LLC | 10 | 10 | 0.02% | 0.12% | 0.60% | Q2 2017 | Q3 2019 | 10 |
THUNDERBIRD PARTNERS LLP | 10 | 10 | 4.22% | 9.63% | 15.86% | Q1 2020 | Q2 2022 | 10 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.13% | 0.82% | Q1 2018 | Q3 2023 | 10 |
MCF Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 10 |
Banco BTG Pactual S.A. | 2 | 1 | 0.06% | 0.46% | 1.48% | Q4 2016 | Q1 2023 | 10 |
CHESAPEAKE ASSET MANAGEMENT LLC | 5 | 1 | 0.39% | 1.43% | 3.43% | Q2 2015 | Q4 2019 | 10 |
CMT Asset Management Ltd | 4 | 1 | 0.00% | 0.22% | 0.89% | Q3 2014 | Q4 2015 | 10 |
Yong Rong (HK) Asset Management Ltd | 8 | 2 | 0.03% | 21.63% | 50.19% | Q4 2017 | Q3 2020 | 10 |
UBP Investment Advisors SA | 6 | 2 | 0.10% | 0.31% | 0.46% | Q4 2017 | Q2 2021 | 10 |
FAS Wealth Partners, Inc. | 10 | 10 | 0.02% | 0.06% | 0.14% | Q1 2020 | Q2 2022 | 10 |
EverPoint Asset Management, LLC | 5 | 3 | 0.03% | 0.50% | 2.94% | Q4 2014 | Q4 2016 | 10 |
PREMIER ASSET MANAGEMENT LLC | 8 | 2 | 1.88% | 2.38% | 2.96% | Q1 2015 | Q4 2020 | 10 |
Schwab Charitable Fund | 10 | 10 | 2.44% | 4.85% | 7.73% | Q4 2020 | Q1 2023 | 10 |
Concert Wealth Management Inc. | 8 | 1 | 0.00% | 0.06% | 0.10% | Q4 2014 | Q1 2017 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.05% | 0.12% | 0.16% | Q4 2017 | Q2 2020 | 10 |
NorthCoast Asset Management LLC | 10 | 10 | 0.07% | 0.51% | 1.16% | Q2 2019 | Q3 2021 | 10 |
Global Frontier Investments LLC | 10 | 10 | 1.82% | 3.09% | 8.56% | Q2 2021 | Q3 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.88% | 2.25% | Q4 2014 | Q1 2017 | 10 |
SkyView Investment Advisors, LLC | 7 | 3 | 0.11% | 0.28% | 0.42% | Q4 2020 | Q2 2023 | 10 |
Catamount Wealth Management | 8 | 2 | 0.00% | 2.56% | 4.46% | Q4 2014 | Q2 2018 | 10 |
Nicollet Investment Management, Inc. | 10 | 10 | 1.38% | 2.06% | 3.34% | Q2 2019 | Q3 2021 | 10 |
CHASE INVESTMENT COUNSEL CORP | 5 | 2 | 0.36% | 2.39% | 4.34% | Q2 2017 | Q4 2020 | 10 |
Holloway Wealth Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 10 |
Patten Group, Inc. | 7 | 3 | 0.01% | 0.14% | 0.25% | Q2 2018 | Q3 2021 | 10 |
H&H International Investment, LLC | 10 | 10 | 1.98% | 2.98% | 4.64% | Q2 2021 | Q3 2023 | 10 |
Bison Wealth, LLC | 10 | 10 | 0.11% | 0.23% | 0.37% | Q2 2019 | Q3 2021 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q3 2022 | 10 |
ROYAL LONDON ASSET MANAGEMENT LTD | 10 | 10 | 0.80% | 1.27% | 1.60% | Q4 2018 | Q1 2021 | 10 |
Cederberg Capital Ltd | 10 | 10 | 9.20% | 31.79% | 39.76% | Q4 2018 | Q1 2021 | 10 |
Corvex Management LP | 4 | 1 | 0.68% | 4.06% | 17.30% | Q4 2017 | Q3 2020 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2010 | Q3 2023 | 10 |
Scott & Selber, Inc. | 5 | 1 | 0.89% | 1.44% | 1.94% | Q3 2016 | Q4 2020 | 10 |
CastleKnight Management LP | 8 | 8 | 0.14% | 0.27% | 0.60% | Q4 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Jackson Square Partners, LLC | 10 | 10 | 0.01% | 0.82% | 1.60% | Q2 2017 | Q3 2019 | 10 |
CLOVERFIELDS CAPITAL GROUP, LP | 6 | 4 | 0.13% | 0.45% | 0.83% | Q4 2020 | Q3 2023 | 10 |
Greylin Investment Management, Inc | 10 | 10 | 1.25% | 2.04% | 3.17% | Q2 2021 | Q3 2023 | 10 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 7 | 2 | 0.03% | 1.24% | 3.98% | Q1 2017 | Q3 2019 | 10 |
BRR OpCo, LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q3 2021 | 10 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.03% | 0.35% | 0.59% | Q4 2021 | Q3 2023 | 10 |
Conservest Capital Advisors, Inc. | 5 | 5 | 0.02% | 0.25% | 0.62% | Q1 2017 | Q2 2021 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.10% | 0.20% | 0.45% | Q2 2021 | Q3 2023 | 10 |
BARING ASSET MANAGEMENT Ltd | 7 | 1 | 0.28% | 8.27% | 17.32% | Q3 2014 | Q3 2017 | 10 |
TrinityPoint Wealth, LLC | 6 | 4 | 0.07% | 0.22% | 0.34% | Q4 2018 | Q2 2021 | 10 |
OLD DOMINION CAPITAL MANAGEMENT INC | 10 | 10 | 0.11% | 0.67% | 1.15% | Q3 2018 | Q4 2020 | 10 |
Roundview Capital LLC | 10 | 10 | 0.03% | 0.20% | 0.39% | Q1 2020 | Q2 2022 | 10 |
Paradigm Financial Partners, LLC | 10 | 10 | 0.07% | 0.54% | 0.82% | Q2 2019 | Q3 2021 | 10 |
FARLEY CAPITAL L.P. | 10 | 10 | 5.61% | 7.51% | 9.54% | Q2 2021 | Q3 2023 | 10 |
SpiderRock Advisors, LLC | 4 | 3 | 0.02% | 0.52% | 4.11% | Q1 2017 | Q1 2021 | 10 |
Virtus ETF Advisers LLC | 10 | 10 | 0.01% | 0.08% | 0.20% | Q4 2017 | Q1 2020 | 10 |
HL FINANCIAL SERVICES LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q1 2019 | 10 |
Stolper Co | 10 | 10 | 0.41% | 0.88% | 1.99% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
DELPHI FINANCIAL GROUP, INC. | 6 | 1 | 0.87% | 1.48% | 2.37% | Q4 2020 | Q3 2023 | 10 |
Landsberg, Bennett, & Dubbaneh LLC | 10 | 10 | 0.05% | 0.14% | 0.24% | Q1 2019 | Q2 2021 | 10 |
AlphaOne Investment Services, LLC | 8 | 1 | 0.00% | 0.68% | 2.01% | Q3 2014 | Q3 2019 | 10 |
QV Investors Inc. | 10 | 10 | 0.19% | 0.43% | 0.78% | Q2 2021 | Q3 2023 | 10 |
Ursa Fund Management, LLC | 6 | 1 | 0.03% | 5.83% | 18.77% | Q1 2018 | Q4 2019 | 10 |
CSat Investment Advisory, L.P. | 10 | 10 | 0.21% | 0.52% | 1.13% | Q2 2018 | Q3 2020 | 10 |
Blackhawk Capital Partners LLC. | 6 | 4 | 0.06% | 0.78% | 2.62% | Q4 2017 | Q2 2021 | 10 |
Human Investing LLC | 10 | 10 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q1 2021 | 10 |
Covenant Partners, LLC | 7 | 1 | 0.12% | 0.23% | 0.36% | Q1 2019 | Q1 2022 | 10 |
RONALD BLUE & CO LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q2 2017 | 10 |
Springhouse Capital Management, LP | 10 | 10 | 0.90% | 2.30% | 6.76% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.02% | 0.09% | 0.31% | Q2 2021 | Q3 2023 | 10 |
Ironwood Investment Counsel, LLC | 10 | 10 | 0.07% | 0.10% | 0.16% | Q1 2019 | Q2 2021 | 10 |
Hitchwood Capital Management LP | 8 | 2 | 1.02% | 2.40% | 5.66% | Q1 2018 | Q4 2020 | 10 |
Kore Private Wealth LLC | 10 | 10 | 0.03% | 0.06% | 0.12% | Q4 2018 | Q1 2021 | 10 |
Burt Wealth Advisors | 8 | 1 | 0.00% | 0.02% | 0.02% | Q1 2015 | Q1 2019 | 10 |
WINTON GROUP Ltd | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q1 2023 | 10 |
swisspartners Advisors Ltd | 10 | 10 | 0.68% | 6.29% | 15.25% | Q4 2019 | Q1 2022 | 10 |
Geneva Partners, LLC | 5 | 1 | 0.67% | 2.69% | 3.83% | Q2 2016 | Q2 2022 | 10 |
Rock Creek Group, LP | 8 | 1 | 0.00% | 7.66% | 20.86% | Q3 2018 | Q1 2023 | 10 |
KCS Wealth Advisory | 10 | 10 | 0.37% | 0.57% | 0.73% | Q2 2021 | Q3 2023 | 10 |
Consolidated Investment Group LLC | 10 | 10 | 0.93% | 1.84% | 2.64% | Q3 2018 | Q4 2020 | 10 |
Shamrock Asset Management LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2019 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 1 | 0.04% | 0.14% | 0.24% | Q3 2019 | Q2 2022 | 10 |
Trivest Advisors Ltd | 5 | 1 | 0.13% | 5.27% | 25.36% | Q4 2019 | Q3 2023 | 10 |
INSIGHT 2811, INC. | 10 | 10 | 0.18% | 0.35% | 0.62% | Q3 2015 | Q4 2017 | 10 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 2 | 0.01% | 0.04% | 0.11% | Q1 2015 | Q3 2019 | 10 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 10 | 10 | 0.07% | 0.12% | 0.29% | Q4 2018 | Q1 2021 | 10 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 10 | 10 | 0.61% | 2.37% | 4.24% | Q2 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.02% | 0.05% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Pacifica Capital Investments, LLC | 10 | 10 | 3.39% | 4.81% | 7.49% | Q2 2021 | Q3 2023 | 10 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 10 | 10 | 0.20% | 1.43% | 3.70% | Q2 2019 | Q3 2021 | 10 |
Filament LLC | 10 | 10 | 0.08% | 0.09% | 0.12% | Q2 2018 | Q3 2020 | 10 |
RIVERSTONE GROUP, LLC | 10 | 10 | 18.49% | 41.79% | 54.84% | Q2 2018 | Q3 2020 | 10 |
Advisors Capital Management, LLC | 10 | 10 | 0.01% | 0.07% | 0.22% | Q3 2019 | Q4 2021 | 10 |
Kerrisdale Advisers, LLC | 6 | 4 | 0.20% | 2.00% | 5.88% | Q1 2021 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.02% | 0.08% | 0.12% | Q2 2019 | Q2 2022 | 10 |
First Long Island Investors, LLC | 9 | 1 | 0.91% | 1.71% | 2.57% | Q2 2015 | Q2 2021 | 10 |
Athanor Capital, LP | 9 | 1 | 0.01% | 1.37% | 3.52% | Q3 2018 | Q1 2021 | 10 |
Requisite Capital Management, LLC | 5 | 1 | 0.07% | 0.49% | 0.80% | Q4 2018 | Q3 2021 | 10 |
LS Investment Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
Nicholas Investment Partners, LP | 6 | 1 | 0.02% | 0.14% | 0.24% | Q3 2014 | Q2 2018 | 10 |
RWWM, Inc. | 10 | 10 | 7.64% | 22.79% | 33.29% | Q2 2021 | Q3 2023 | 10 |
Laffer Tengler Investments, Inc. | 10 | 10 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2022 | 10 |
MSI Financial Services Inc | 10 | 10 | 0.02% | 0.04% | 0.07% | Q3 2014 | Q4 2016 | 10 |
FOSTER DYKEMA CABOT & CO INC/MA | 4 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 10 |
AFT, FORSYTH & COMPANY, INC. | 10 | 10 | 0.48% | 0.84% | 1.35% | Q4 2017 | Q1 2020 | 10 |
KG&L Capital Management,LLC | 5 | 4 | 0.05% | 0.35% | 1.00% | Q4 2018 | Q4 2021 | 10 |
WISCONSIN CAPITAL MANAGEMENT LLC | 8 | 1 | 0.21% | 2.95% | 4.62% | Q4 2014 | Q1 2021 | 10 |
Perennial Investment Advisors, LLC | 8 | 1 | 0.00% | 0.43% | 0.81% | Q4 2019 | Q1 2023 | 10 |
MEEDER ASSET MANAGEMENT INC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 10 |
Fiera Capital (Europe) Ltd. | 9 | 1 | 0.32% | 7.13% | 12.32% | Q3 2014 | Q1 2017 | 10 |
D1 Capital Partners L.P. | 6 | 1 | 0.75% | 3.97% | 10.23% | Q4 2018 | Q1 2023 | 10 |
FIC CAPITAL INC | 10 | 10 | 0.35% | 0.50% | 0.75% | Q2 2015 | Q3 2017 | 10 |
Laidlaw Wealth Management LLC | 10 | 10 | 0.03% | 0.28% | 0.51% | Q4 2019 | Q1 2022 | 10 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.04% | 0.26% | 1.15% | Q4 2020 | Q3 2023 | 10 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 7 | 3 | 0.01% | 1.59% | 3.20% | Q2 2018 | Q4 2021 | 10 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 9 | 9 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q1 2020 | 9 |
Beirne Wealth Consulting Services, LLC | 8 | 1 | 0.09% | 0.53% | 1.07% | Q4 2018 | Q3 2022 | 9 |
Cumberland Partners Ltd | 9 | 9 | 0.31% | 0.70% | 1.16% | Q3 2018 | Q3 2020 | 9 |
Sullivan, Bruyette, Speros & Blaney, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q1 2021 | 9 |
LINDEN ADVISORS LP | 4 | 3 | 0.03% | 0.81% | 1.45% | Q1 2016 | Q3 2022 | 9 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 5 | 1 | 0.00% | 0.07% | 0.24% | Q3 2014 | Q3 2019 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.07% | 0.53% | 0.75% | Q3 2017 | Q3 2019 | 9 |
Risk Paradigm Group, LLC | 5 | 1 | 0.01% | 0.03% | 0.12% | Q1 2015 | Q1 2018 | 9 |
Pacific Center for Financial Services | 6 | 3 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 9 |
ProVise Management Group, LLC | 7 | 2 | 0.02% | 0.06% | 0.10% | Q1 2018 | Q3 2021 | 9 |
Whitnell & Co. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2019 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Long Focus Capital Management, LLC | 8 | 8 | 0.63% | 2.10% | 3.48% | Q4 2021 | Q3 2023 | 9 |
MONECO Advisors, LLC | 8 | 1 | 0.09% | 0.19% | 0.25% | Q1 2019 | Q3 2021 | 9 |
JUMP TRADING, LLC | 3 | 1 | 0.14% | 0.38% | 0.63% | Q2 2019 | Q2 2020 | 9 |
PANTHERA INVESTMENT GmbH | 3 | 3 | 0.00% | 2.12% | 5.13% | Q3 2014 | Q1 2015 | 9 |
SCHOLTZ & COMPANY, LLC | 7 | 2 | 0.85% | 1.57% | 2.52% | Q1 2018 | Q2 2021 | 9 |
Windsor Creek Advisors, LLC | 6 | 6 | 0.24% | 0.78% | 1.76% | Q3 2020 | Q4 2021 | 9 |
Guild Investment Management, Inc. | 4 | 1 | 1.05% | 4.46% | 6.36% | Q3 2014 | Q2 2019 | 9 |
Oxbow Advisors, LLC | 9 | 9 | 0.02% | 0.89% | 1.41% | Q3 2019 | Q3 2021 | 9 |
NAVELLIER & ASSOCIATES INC | 7 | 2 | 0.01% | 0.13% | 0.30% | Q3 2017 | Q4 2020 | 9 |
Coastline Trust Co | 8 | 1 | 0.08% | 0.16% | 0.29% | Q3 2018 | Q4 2020 | 9 |
Lorne Steinberg Wealth Management Inc. | 5 | 4 | 1.33% | 1.88% | 2.59% | Q4 2020 | Q1 2023 | 9 |
Mengis Capital Management, Inc. | 6 | 3 | 0.04% | 0.13% | 0.24% | Q4 2014 | Q4 2021 | 9 |
TDAM USA INC. | 5 | 4 | 0.09% | 1.15% | 2.66% | Q4 2015 | Q2 2021 | 9 |
London & Capital Asset Management Ltd | 7 | 1 | 0.06% | 0.17% | 0.28% | Q4 2018 | Q2 2021 | 9 |
PUBLIC INVESTMENT FUND | 9 | 9 | 0.15% | 0.27% | 0.35% | Q3 2021 | Q3 2023 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.05% | 0.92% | 3.97% | Q4 2016 | Q4 2022 | 9 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 9 | 9 | 0.31% | 0.41% | 0.57% | Q2 2019 | Q2 2021 | 9 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 9 | 9 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q1 2022 | 9 |
Estabrook Capital Management | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2021 | 9 |
Capital Directions Investment Advisors, LLC | 5 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2022 | 9 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 7 | 2 | 1.50% | 6.62% | 10.53% | Q4 2014 | Q2 2022 | 9 |
VR Advisory Services Ltd | 9 | 9 | 0.84% | 1.77% | 3.06% | Q3 2021 | Q3 2023 | 9 |
RWA WEALTH PARTNERS, LLC | 5 | 2 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 9 |
Jupiter Wealth Management LLC | 7 | 2 | 0.13% | 0.27% | 0.51% | Q1 2019 | Q2 2021 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.00% | 0.04% | 0.12% | Q4 2020 | Q4 2022 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2017 | 9 |
Hikari Tsushin, Inc. | 8 | 1 | 0.02% | 0.23% | 0.42% | Q2 2021 | Q3 2023 | 9 |
Tarsadia Capital, LLC | 5 | 5 | 1.14% | 11.89% | 26.41% | Q4 2019 | Q4 2020 | 9 |
Gladstone Capital Management LLP | 6 | 1 | 0.48% | 4.81% | 8.50% | Q4 2016 | Q1 2023 | 9 |
SENTRY INVESTMENT MANAGEMENT LLC | 5 | 4 | 0.19% | 0.23% | 0.27% | Q1 2019 | Q3 2021 | 9 |
E Fund Management (Hong Kong) Co., Ltd. | 5 | 4 | 0.19% | 25.67% | 58.32% | Q1 2020 | Q4 2023 | 9 |
Jackson Wealth Management, LLC | 8 | 1 | 0.09% | 0.57% | 0.87% | Q4 2014 | Q2 2021 | 9 |
OneAscent Financial Services LLC | 6 | 1 | 0.33% | 0.46% | 0.81% | Q2 2019 | Q4 2021 | 9 |
Lumature Wealth Partners, LLC | 9 | 9 | 0.00% | 0.06% | 0.36% | Q4 2020 | Q4 2022 | 9 |
Mercer Capital Advisers, Inc. | 7 | 2 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q2 2019 | 9 |
Barry Investment Advisors, LLC | 8 | 1 | 0.07% | 0.63% | 1.92% | Q4 2019 | Q2 2022 | 9 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.13% | 0.40% | Q4 2022 | Q3 2023 | 9 |
FIRST HAWAIIAN BANK | 5 | 4 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 9 |
CFO4Life, L.P. | 9 | 9 | 0.20% | 0.32% | 0.43% | Q4 2014 | Q4 2016 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.10% | 0.14% | 0.18% | Q4 2021 | Q4 2023 | 9 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 4 | 1 | 0.15% | 0.21% | 0.31% | Q4 2017 | Q2 2021 | 9 |
PERSONAL CFO SOLUTIONS, LLC | 9 | 9 | 0.04% | 0.14% | 0.33% | Q3 2019 | Q3 2021 | 9 |
Seven Bridges Advisors LLC | 9 | 9 | 0.58% | 0.84% | 1.25% | Q4 2015 | Q4 2017 | 9 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q1 2023 | 9 |
HARVARD MANAGEMENT CO INC | 7 | 7 | 0.07% | 3.49% | 9.50% | Q3 2015 | Q1 2017 | 9 |
Tiger Legatus Capital Management, LLC | 7 | 1 | 1.96% | 5.00% | 7.73% | Q3 2014 | Q1 2018 | 9 |
MYCIO WEALTH PARTNERS, LLC | 5 | 1 | 0.00% | 0.07% | 0.14% | Q3 2014 | Q4 2019 | 9 |
Williams Jones Wealth Management, LLC. | 9 | 9 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q3 2021 | 9 |
MARCO INVESTMENT MANAGEMENT LLC | 7 | 1 | 0.03% | 2.58% | 22.85% | Q3 2014 | Q3 2017 | 9 |
Tree Line Advisors (Hong Kong) Ltd. | 9 | 9 | 2.56% | 21.40% | 35.25% | Q4 2018 | Q4 2020 | 9 |
UNIVERSITY OF NOTRE DAME DU LAC | 4 | 2 | 1.41% | 2.87% | 5.47% | Q3 2017 | Q2 2020 | 9 |
Castle Rock Wealth Management, LLC | 4 | 1 | 0.14% | 0.68% | 1.41% | Q4 2017 | Q3 2021 | 9 |
GENERATION INVESTMENT MANAGEMENT LLP | 9 | 9 | 1.60% | 2.45% | 3.68% | Q4 2020 | Q4 2022 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2016 | 9 |
Fairfax Financial Holdings | 9 | 9 | 0.17% | 0.89% | 1.71% | Q3 2021 | Q3 2023 | 9 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 7 | 1 | 0.01% | 0.16% | 0.39% | Q4 2014 | Q2 2021 | 9 |
CLEAR INVESTMENT RESEARCH, LLC | 9 | 9 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q4 2021 | 9 |
Black Creek Investment Management Inc. | 5 | 4 | 0.05% | 0.53% | 2.50% | Q2 2019 | Q3 2023 | 9 |
1st Global Advisors, Inc. | 9 | 9 | 0.03% | 0.10% | 0.14% | Q2 2015 | Q2 2017 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.04% | 0.27% | Q3 2020 | Q3 2022 | 9 |
Aurora Investment Managers, LLC. | 7 | 2 | 4.19% | 5.16% | 6.79% | Q4 2019 | Q3 2023 | 9 |
Bay Rivers Group | 9 | 9 | 0.38% | 0.85% | 1.31% | Q4 2019 | Q4 2021 | 9 |
ASTURIAS CAPITAL LLC | 4 | 1 | 3.55% | 7.43% | 10.42% | Q2 2016 | Q3 2019 | 9 |
Firefly Value Partners, LP | 9 | 9 | 2.20% | 3.17% | 4.26% | Q4 2015 | Q4 2017 | 9 |
Adams Chetwood Wealth Management LLC | 8 | 1 | 0.14% | 0.38% | 0.57% | Q4 2019 | Q1 2022 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.13% | 0.26% | 0.51% | Q4 2019 | Q4 2021 | 9 |
Giverny Capital | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Castle Hook Partners LP | 5 | 1 | 0.56% | 3.55% | 12.10% | Q4 2017 | Q1 2022 | 9 |
FIR TREE CAPITAL MANAGEMENT LP | 6 | 3 | 1.09% | 2.51% | 6.98% | Q3 2014 | Q2 2020 | 9 |
Islet Management, LP | 3 | 1 | 0.65% | 1.25% | 2.19% | Q4 2018 | Q1 2023 | 9 |
OAK RIDGE INVESTMENTS LLC | 8 | 1 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q1 2023 | 9 |
SUMWAY DEVELOPMENT LTD. | 9 | 9 | 0.00% | 12.23% | 28.79% | Q3 2016 | Q3 2018 | 9 |
Fiduciary Group LLC | 8 | 1 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2021 | 9 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9 | 9 | 0.73% | 0.99% | 1.32% | Q3 2021 | Q3 2023 | 9 |
Marks Group Wealth Management, Inc | 9 | 9 | 0.04% | 0.09% | 0.13% | Q4 2019 | Q4 2021 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Sanders Capital, LLC | 7 | 2 | 0.00% | 2.23% | 4.14% | Q4 2019 | Q3 2023 | 9 |
American Assets Investment Management, LLC | 9 | 9 | 0.05% | 0.20% | 0.28% | Q3 2021 | Q3 2023 | 9 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 9 | 9 | 0.50% | 1.04% | 1.71% | Q3 2021 | Q3 2023 | 9 |
EMS Capital LP | 6 | 1 | 0.09% | 3.44% | 5.56% | Q3 2014 | Q3 2018 | 9 |
Norinchukin Bank, The | 9 | 9 | 0.09% | 0.11% | 0.14% | Q4 2015 | Q4 2017 | 9 |
Pariax, LLC | 8 | 8 | 0.42% | 5.10% | 13.54% | Q4 2021 | Q3 2023 | 9 |
Greenwoods Asset Management Hong Kong Ltd. | 9 | 9 | 0.31% | 1.74% | 6.29% | Q1 2021 | Q1 2023 | 9 |
Enlightenment Research, LLC | 3 | 1 | 0.78% | 2.16% | 5.27% | Q4 2018 | Q3 2022 | 9 |
PZENA INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
EMERGING SOVEREIGN GROUP LLC | 9 | 9 | 7.76% | 11.74% | 15.80% | Q2 2016 | Q2 2018 | 9 |
BESSEMER SECURITIES LLC | 9 | 9 | 0.18% | 0.30% | 0.48% | Q4 2018 | Q4 2020 | 9 |
Platform Technology Partners | 5 | 1 | 0.09% | 0.21% | 0.39% | Q4 2019 | Q2 2022 | 9 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 9 | 9 | 0.00% | 0.07% | 0.17% | Q4 2015 | Q4 2017 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 9 |
Serenity Capital LLC | 9 | 9 | 5.29% | 32.15% | 50.78% | Q4 2018 | Q4 2020 | 9 |
L1 Capital Pty Ltd | 6 | 1 | 5.21% | 9.99% | 12.53% | Q2 2020 | Q3 2023 | 9 |
Sugarloaf Wealth Management, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 9 |
KLK CAPITAL MANAGEMENT LLC | 5 | 4 | 0.39% | 0.49% | 0.80% | Q2 2021 | Q3 2023 | 9 |
Freedom Day Solutions, LLC | 9 | 9 | 0.77% | 0.94% | 1.22% | Q1 2019 | Q1 2021 | 9 |
Seelaus Asset Management LLC | 9 | 9 | 0.20% | 0.26% | 0.35% | Q1 2018 | Q1 2020 | 9 |
Mint Tower Capital Management B.V. | 3 | 1 | 0.03% | 13.34% | 25.45% | Q1 2017 | Q1 2021 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
O'Dell Group, LLC | 8 | 1 | 0.00% | 0.08% | 0.20% | Q4 2020 | Q2 2023 | 9 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 4 | 1 | 0.02% | 0.50% | 1.32% | Q3 2014 | Q3 2022 | 9 |
LEUTHOLD GROUP, LLC | 9 | 9 | 0.03% | 0.13% | 0.26% | Q1 2016 | Q1 2018 | 9 |
Foundations Investment Advisors, LLC | 7 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Principle Wealth Partners LLC | 8 | 1 | 0.02% | 0.06% | 0.11% | Q2 2020 | Q3 2022 | 9 |
VISTA INVESTMENT MANAGEMENT | 9 | 9 | 0.12% | 0.38% | 0.58% | Q4 2019 | Q4 2021 | 9 |
TFO Wealth Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 9 |
Brandywine Global Investment Management, LLC | 9 | 9 | 0.04% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Discovery Value Fund | 6 | 1 | 0.04% | 20.95% | 34.12% | Q4 2018 | Q2 2021 | 9 |
NewFocus Financial Group, LLC | 7 | 1 | 0.08% | 0.12% | 0.23% | Q4 2017 | Q4 2020 | 9 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 9 | 9 | 0.31% | 1.15% | 1.61% | Q3 2017 | Q3 2019 | 9 |
NOESIS CAPITAL MANGEMENT CORP | 8 | 1 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q2 2021 | 9 |
LFA - Lugano Financial Advisors SA | 5 | 2 | 0.02% | 0.15% | 0.98% | Q2 2018 | Q4 2021 | 9 |
Seafarer Capital Partners, LLC | 9 | 9 | 20.23% | 53.30% | 69.30% | Q3 2018 | Q3 2020 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.20% | 1.07% | 3.50% | Q3 2020 | Q2 2023 | 9 |
Intelligence Driven Advisers, LLC | 8 | 8 | 0.06% | 0.10% | 0.13% | Q1 2019 | Q4 2020 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2021 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.53% | 0.78% | 1.08% | Q4 2021 | Q3 2023 | 8 |
Benchmark Capital Advisors | 5 | 1 | 0.31% | 0.94% | 1.40% | Q2 2015 | Q3 2018 | 8 |
ISLAY CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Beaumont Financial Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q4 2021 | 8 |
Shorepoint Capital Partners LLC | 8 | 8 | 0.35% | 0.45% | 0.60% | Q1 2019 | Q4 2020 | 8 |
Maxi Investments CY Ltd | 8 | 8 | 3.18% | 7.87% | 13.08% | Q4 2021 | Q3 2023 | 8 |
Hi-Line Capital Management, LLC | 8 | 8 | 1.73% | 2.97% | 4.07% | Q4 2021 | Q3 2023 | 8 |
MURPHY CAPITAL MANAGEMENT INC | 4 | 1 | 0.03% | 0.14% | 0.35% | Q4 2014 | Q2 2018 | 8 |
ALBERT D MASON INC | 6 | 2 | 0.15% | 0.46% | 0.69% | Q4 2014 | Q3 2022 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Odey Holdings AG | 4 | 4 | 1.42% | 2.72% | 4.60% | Q1 2018 | Q4 2020 | 8 |
Antipodean Advisors LLC | 5 | 1 | 0.32% | 5.95% | 12.68% | Q3 2014 | Q3 2018 | 8 |
HUTCHENS INVESTMENT MANAGEMENT INC | 5 | 3 | 0.00% | 1.38% | 1.94% | Q4 2014 | Q4 2017 | 8 |
FORA Capital, LLC | 6 | 1 | 0.29% | 1.53% | 2.78% | Q4 2019 | Q1 2022 | 8 |
Mizuho Asset Management Co.,Ltd. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
Junto Capital Management LP | 3 | 1 | 0.20% | 1.86% | 5.71% | Q1 2017 | Q1 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.14% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 8 |
KADENSA CAPITAL Ltd | 3 | 1 | 2.19% | 15.13% | 41.44% | Q1 2018 | Q4 2022 | 8 |
Argent Advisors, Inc. | 6 | 2 | 0.12% | 0.35% | 0.60% | Q4 2019 | Q2 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.10% | 0.27% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Callan Capital, LLC | 8 | 8 | 0.06% | 0.19% | 0.32% | Q1 2020 | Q4 2021 | 8 |
KLINGENSTEIN FIELDS & CO LP | 7 | 7 | 0.00% | 0.07% | 0.10% | Q1 2019 | Q3 2020 | 8 |
CHANNING GLOBAL ADVISORS, LLC | 8 | 8 | 0.34% | 0.69% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Georgetown University | 7 | 1 | 2.87% | 4.21% | 9.97% | Q4 2020 | Q3 2023 | 8 |
Private Capital Advisors, Inc. | 5 | 1 | 0.05% | 0.24% | 1.11% | Q3 2014 | Q3 2020 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bard Financial Services, Inc. | 7 | 1 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q1 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.58% | 0.70% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Investors Capital Advisory Services | 8 | 8 | 0.04% | 0.09% | 0.18% | Q3 2014 | Q2 2016 | 8 |
Covenant Multifamily Offices, LLC | 4 | 2 | 0.03% | 0.06% | 0.09% | Q1 2019 | Q3 2021 | 8 |
swisspartners Ltd. | 8 | 8 | 0.35% | 1.88% | 4.05% | Q4 2020 | Q3 2022 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.02% | 0.12% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Investment Research & Advisory Group, Inc. | 8 | 8 | 0.96% | 1.66% | 2.40% | Q4 2019 | Q3 2021 | 8 |
Stokes Family Office, LLC | 7 | 1 | 0.03% | 0.15% | 0.34% | Q1 2020 | Q2 2022 | 8 |
7G CAPITAL MANAGEMENT, LLC | 8 | 8 | 5.16% | 7.84% | 11.25% | Q4 2021 | Q3 2023 | 8 |
HC FINANCIAL ADVISORS INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2021 | 8 |
HIGHLAND CAPITAL MANAGEMENT LP | 6 | 1 | 0.09% | 0.37% | 0.84% | Q4 2015 | Q2 2019 | 8 |
Independent Wealth Network Inc. | 7 | 1 | 0.14% | 0.19% | 0.26% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.34% | 0.37% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Hosking Partners LLP | 8 | 8 | 0.06% | 0.53% | 1.23% | Q3 2018 | Q2 2020 | 8 |
Lead Edge Capital Management, LLC | 4 | 4 | 3.12% | 29.79% | 68.29% | Q4 2018 | Q4 2021 | 8 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
CALEDONIA INVESTMENTS PLC | 8 | 8 | 2.74% | 3.32% | 3.81% | Q4 2021 | Q3 2023 | 8 |
CCG WEALTH MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.23% | 0.31% | Q3 2019 | Q2 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.16% | 0.57% | 1.37% | Q4 2019 | Q3 2023 | 8 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.46% | 0.78% | Q3 2019 | Q2 2021 | 8 |
Busey Bank | 8 | 8 | 0.11% | 0.16% | 0.22% | Q3 2019 | Q2 2021 | 8 |
MIC Capital Management UK LLP | 8 | 8 | 1.95% | 2.71% | 3.34% | Q4 2021 | Q3 2023 | 8 |
Alight Capital Management LP | 7 | 1 | 0.68% | 2.32% | 3.54% | Q1 2019 | Q2 2021 | 8 |
Malaga Cove Capital, LLC | 8 | 8 | 0.19% | 0.27% | 0.38% | Q4 2020 | Q3 2022 | 8 |
Perennial Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2021 | 8 |
abrdn Investment Management Ltd | 7 | 1 | 0.01% | 0.44% | 0.88% | Q3 2014 | Q2 2017 | 8 |
Slow Capital, Inc. | 4 | 1 | 0.00% | 0.06% | 0.19% | Q4 2017 | Q1 2023 | 8 |
Paradice Investment Management LLC | 8 | 8 | 0.13% | 0.92% | 1.42% | Q2 2019 | Q1 2021 | 8 |
Transamerica Financial Advisors, Inc. | 7 | 1 | 0.00% | 0.04% | 0.09% | Q3 2014 | Q4 2022 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Parasol Investment Management, LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 8 |
Cypress Wealth Advisors LLC | 8 | 8 | 0.25% | 0.33% | 0.42% | Q2 2017 | Q1 2019 | 8 |
E Fund Management Co., Ltd. | 3 | 2 | 0.03% | 31.12% | 100.00% | Q4 2020 | Q3 2023 | 8 |
Bain Capital Public Equity Management II, LLC | 6 | 6 | 0.03% | 3.76% | 8.44% | Q2 2019 | Q3 2020 | 8 |
INTRUST BANK NA | 5 | 3 | 0.03% | 0.06% | 0.11% | Q4 2014 | Q2 2021 | 8 |
BANK OF HAWAII | 4 | 4 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q4 2022 | 8 |
Boit C F David | 5 | 3 | 0.06% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 8 |
PIERSHALE FINANCIAL GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
ALTERNA WEALTH MANAGEMENT, INC | 4 | 1 | 0.24% | 0.33% | 0.39% | Q2 2020 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.01% | 0.23% | 0.71% | Q4 2021 | Q3 2023 | 8 |
GVO Asset Management Ltd | 5 | 1 | 2.42% | 4.52% | 7.26% | Q1 2018 | Q3 2020 | 8 |
Boothe Investment Group, Inc. | 5 | 3 | 1.01% | 1.28% | 1.58% | Q4 2018 | Q4 2020 | 8 |
TUCKER ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Monaco Asset Management SAM | 8 | 8 | 1.50% | 2.75% | 5.04% | Q4 2021 | Q3 2023 | 8 |
Penobscot Investment Management Company, Inc. | 7 | 1 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q2 2021 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.41% | 0.48% | 0.54% | Q4 2015 | Q3 2017 | 8 |
GRATRY & Co LLC | 7 | 1 | 0.15% | 1.21% | 2.90% | Q1 2016 | Q1 2018 | 8 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 8 | 8 | 0.12% | 0.24% | 0.41% | Q1 2019 | Q4 2020 | 8 |
Fragasso Group Inc. | 8 | 8 | 0.23% | 0.55% | 0.82% | Q1 2022 | Q4 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.23% | 1.95% | 4.74% | Q4 2021 | Q3 2023 | 8 |
Procyon Advisors, LLC | 5 | 1 | 0.06% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 8 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.01% | 0.11% | 0.25% | Q4 2019 | Q2 2022 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.30% | 0.43% | 0.55% | Q4 2021 | Q3 2023 | 8 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 8 | 8 | 0.00% | 0.34% | 0.75% | Q4 2019 | Q3 2021 | 8 |
Pinnacle Wealth Management Group, Inc. | 8 | 8 | 0.23% | 0.52% | 1.58% | Q2 2021 | Q1 2023 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2019 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Faithward Advisors, LLC | 8 | 8 | 0.06% | 0.11% | 0.14% | Q3 2019 | Q2 2021 | 8 |
Mascoma Wealth Management LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 8 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.08% | 0.72% | 1.29% | Q4 2014 | Q2 2020 | 8 |
Teton Capital Partners | 5 | 1 | 0.22% | 4.96% | 9.17% | Q2 2021 | Q3 2023 | 8 |
Strategic Wealth Management Group, LLC | 7 | 1 | 0.08% | 0.26% | 0.40% | Q4 2018 | Q1 2021 | 8 |
Gerber Kawasaki Wealth & Investment Management | 6 | 2 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q4 2021 | 8 |
TRADITION CAPITAL MANAGEMENT LLC | 8 | 8 | 0.31% | 0.41% | 0.66% | Q2 2017 | Q1 2019 | 8 |
Kingfisher Capital LLC | 4 | 4 | 0.29% | 0.45% | 0.65% | Q4 2017 | Q4 2020 | 8 |
BAHL & GAYNOR INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 8 |
1834 INVESTMENT ADVISORS CO | 8 | 8 | 0.00% | 0.02% | 0.14% | Q3 2019 | Q2 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.04% | 0.14% | 0.30% | Q4 2020 | Q3 2022 | 8 |
KB FINANCIAL PARTNERS, LLC | 6 | 2 | 0.00% | 0.23% | 0.32% | Q1 2021 | Q1 2023 | 8 |
Semmax Financial Advisors Inc. | 8 | 8 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2020 | 8 |
CAPITAL ONE, NATIONAL ASSOCIATION | 6 | 1 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q4 2019 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.01% | 0.22% | 0.69% | Q3 2020 | Q3 2023 | 8 |
Eudaimonia Partners, LLC | 8 | 8 | 0.04% | 0.12% | 0.17% | Q4 2019 | Q3 2021 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2018 | 8 |
PEREGRINE CAPITAL MANAGEMENT LLC | 8 | 8 | 0.43% | 0.57% | 0.78% | Q1 2019 | Q4 2020 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Hoover Financial Advisors, Inc. | 7 | 1 | 0.05% | 0.11% | 0.20% | Q1 2019 | Q2 2021 | 8 |
Neuburgh Advisers LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q2 2019 | 8 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.01% | 0.07% | 0.20% | Q3 2019 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.14% | 0.21% | Q4 2019 | Q3 2021 | 8 |
ROCKEFELLER FINANCIAL SERVICES INC | 6 | 2 | 0.00% | 0.53% | 1.15% | Q4 2014 | Q4 2017 | 8 |
Disciplined Investments, LLC | 8 | 8 | 0.03% | 0.07% | 0.10% | Q4 2019 | Q3 2021 | 8 |
Randolph Co Inc | 4 | 1 | 0.16% | 0.99% | 1.30% | Q3 2015 | Q2 2019 | 8 |
Patient Capital Management, LLC | 8 | 8 | 2.61% | 3.80% | 6.25% | Q4 2021 | Q3 2023 | 8 |
Vantage Investment Advisors, LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2018 | 8 |
Ronit Capital LLP | 8 | 8 | 0.97% | 2.75% | 5.24% | Q4 2020 | Q3 2022 | 8 |
Longitude (Cayman) Ltd. | 7 | 7 | 0.22% | 0.78% | 1.27% | Q4 2021 | Q2 2023 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2019 | 8 |
Kovitz Investment Group Partners, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 8 |
Archford Capital Strategies, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2019 | 8 |
Prudence Asset Management Ltd | 7 | 1 | 0.18% | 5.69% | 12.68% | Q2 2016 | Q2 2018 | 8 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2018 | 8 |
Discerene Group LP | 8 | 8 | 19.76% | 24.28% | 29.19% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
All Terrain Financial Advisors, LLC | 5 | 3 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q1 2020 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.26% | 0.62% | Q1 2021 | Q4 2022 | 8 |
Integrated Investment Consultants, LLC | 5 | 1 | 0.01% | 0.16% | 0.35% | Q3 2017 | Q1 2023 | 8 |
DAVIDSON & GARRARD INC | 8 | 8 | 0.14% | 0.30% | 0.56% | Q4 2015 | Q3 2017 | 8 |
Maven Securities LTD | 4 | 1 | 0.03% | 0.29% | 0.92% | Q1 2017 | Q3 2023 | 8 |
Hillsdale Investment Management Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.20% | 0.46% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.01% | 0.13% | 0.26% | Q4 2021 | Q3 2023 | 8 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8 | 8 | 0.13% | 0.19% | 0.29% | Q1 2019 | Q4 2020 | 8 |
WP Advisors, LLC | 6 | 2 | 0.01% | 1.16% | 2.20% | Q2 2018 | Q3 2021 | 8 |
HAMILTON LANE ADVISORS LLC | 5 | 3 | 0.22% | 0.67% | 1.83% | Q4 2015 | Q2 2021 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 8 |
Glenview Trust Co | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2021 | 8 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.11% | 0.29% | Q3 2015 | Q1 2023 | 8 |
Red Door Wealth Management, LLC | 8 | 8 | 0.18% | 0.30% | 0.42% | Q4 2019 | Q3 2021 | 8 |
Summit Financial Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.05% | 0.09% | Q4 2014 | Q2 2022 | 8 |
Folger Hill Asset Management LP | 8 | 8 | 0.07% | 5.31% | 38.16% | Q3 2016 | Q2 2018 | 8 |
Cladis Investment Advisory, LLC | 8 | 8 | 0.75% | 1.14% | 1.65% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Waverly Advisors, LLC | 5 | 3 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q4 2017 | 8 |
Community Bank, N.A. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2021 | 8 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 5 | 1 | 0.06% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 8 |
ST GERMAIN D J CO INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.07% | 0.14% | Q3 2021 | Q2 2023 | 8 |
Kalos Management, Inc. | 8 | 8 | 0.29% | 0.54% | 0.94% | Q1 2020 | Q4 2021 | 8 |
ALPS ADVISORS INC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 8 |
NIPPON LIFE INSURANCE CO | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2017 | 8 |
White Lighthouse Investment Management Inc. | 5 | 3 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q2 2021 | 8 |
LGT Group Foundation | 8 | 8 | 0.03% | 0.15% | 0.39% | Q4 2021 | Q3 2023 | 8 |
IFG Advisors, LLC | 8 | 8 | 0.13% | 0.27% | 0.52% | Q3 2019 | Q2 2021 | 8 |
SCOGGIN MANAGEMENT LP | 3 | 1 | 0.68% | 1.97% | 4.50% | Q2 2016 | Q3 2023 | 8 |
Meridian Wealth Partners, LLC | 8 | 8 | 0.05% | 0.09% | 0.14% | Q4 2019 | Q3 2021 | 8 |
Karst Peak Capital Ltd | 8 | 8 | 15.54% | 45.16% | 91.99% | Q4 2018 | Q3 2020 | 8 |
PACES FERRY WEALTH ADVISORS, LLC | 8 | 8 | 0.18% | 0.54% | 1.04% | Q3 2020 | Q2 2022 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.05% | 0.10% | 0.16% | Q4 2019 | Q3 2021 | 8 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.12% | 0.71% | 1.53% | Q4 2019 | Q3 2021 | 8 |
Windsor Wealth Management, Inc. | 7 | 1 | 0.08% | 0.10% | 0.15% | Q2 2019 | Q2 2021 | 8 |
DOWLING & YAHNKE LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q1 2021 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.20% | 0.30% | 0.48% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Flinton Capital Management LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q3 2017 | Q2 2019 | 8 |
CapWealth Advisors, LLC | 7 | 1 | 0.01% | 0.08% | 0.50% | Q1 2015 | Q3 2023 | 8 |
Dorsey & Whitney Trust CO LLC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q2 2021 | 8 |
Worth Venture Partners, LLC | 8 | 8 | 0.06% | 0.36% | 0.73% | Q4 2016 | Q3 2018 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Alta Advisers Ltd | 8 | 8 | 2.36% | 17.41% | 44.83% | Q4 2015 | Q3 2017 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.07% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
MATHER GROUP, LLC. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.07% | 0.19% | 0.43% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.96% | 1.21% | 1.38% | Q4 2021 | Q3 2023 | 8 |
Intrinsic Value Partners, LLC | 8 | 8 | 1.56% | 2.38% | 3.22% | Q4 2021 | Q3 2023 | 8 |
Leelyn Smith, LLC | 8 | 8 | 0.00% | 0.17% | 0.57% | Q4 2019 | Q3 2021 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.11% | 0.19% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.28% | 0.35% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Cupps Capital Management, LLC | 7 | 1 | 0.00% | 0.11% | 0.43% | Q3 2014 | Q3 2016 | 8 |
Westwood Wealth Management | 8 | 8 | 0.41% | 0.93% | 1.91% | Q4 2021 | Q3 2023 | 8 |
Clarus Wealth Advisors | 6 | 2 | 0.09% | 0.14% | 0.19% | Q2 2018 | Q3 2020 | 8 |
Wealthgate Family Office, LLC | 8 | 8 | 0.46% | 0.75% | 0.96% | Q4 2021 | Q3 2023 | 8 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 8 | 8 | 0.21% | 0.88% | 2.64% | Q3 2020 | Q2 2022 | 8 |
Modus Advisors, LLC | 8 | 8 | 0.14% | 0.66% | 1.17% | Q1 2020 | Q4 2021 | 8 |
SHIKIAR ASSET MANAGEMENT INC | 8 | 8 | 0.13% | 1.81% | 3.12% | Q2 2017 | Q1 2019 | 8 |
TREMBLANT CAPITAL GROUP | 6 | 1 | 1.80% | 3.07% | 4.16% | Q4 2014 | Q4 2017 | 8 |
PAYDEN & RYGEL | 6 | 2 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q2 2021 | 8 |
Kavi Asset Management, LP | 3 | 2 | 1.43% | 4.62% | 7.96% | Q1 2016 | Q3 2017 | 8 |
Black Swift Group, LLC | 5 | 1 | 0.00% | 0.48% | 1.67% | Q2 2017 | Q1 2021 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 7 | 7 | 0.01% | 0.14% | 0.21% | Q3 2017 | Q1 2019 | 7 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2021 | 7 |
VALUE PARTNERS LTD /ADV | 4 | 3 | 0.41% | 10.94% | 28.34% | Q3 2014 | Q2 2016 | 7 |
BlackRock Fund Advisors | 5 | 2 | 0.00% | 0.15% | 0.36% | Q3 2014 | Q4 2016 | 7 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 2 | 0.00% | 0.31% | 1.24% | Q1 2021 | Q3 2023 | 7 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 6 | 1 | 0.04% | 0.12% | 0.16% | Q3 2014 | Q3 2021 | 7 |
MORGENS WATERFALL VINTIADIS & CO INC | 6 | 1 | 2.36% | 2.93% | 3.41% | Q2 2017 | Q1 2019 | 7 |
Fairholme Capital Management | 7 | 7 | 0.05% | 0.11% | 0.19% | Q2 2021 | Q4 2022 | 7 |
Blue Ridge Capital, L.L.C. | 5 | 2 | 0.57% | 1.51% | 2.23% | Q3 2014 | Q4 2017 | 7 |
BECK MACK & OLIVER LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q2 2016 | 7 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 7 | 7 | 0.06% | 0.20% | 0.33% | Q4 2015 | Q2 2017 | 7 |
BREMER TRUST NATIONAL ASSOCIATION | 4 | 3 | 0.05% | 0.08% | 0.10% | Q4 2014 | Q4 2018 | 7 |
LOGAN CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
MONETARY MANAGEMENT GROUP INC | 7 | 7 | 0.02% | 0.12% | 0.49% | Q3 2014 | Q1 2016 | 7 |
HIGH POINT BANK & TRUST CO | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2016 | 7 |
CAZ INVESTMENTS LP | 6 | 1 | 0.17% | 0.82% | 2.43% | Q2 2020 | Q4 2022 | 7 |
SONATA CAPITAL GROUP INC | 7 | 7 | 0.13% | 0.29% | 0.38% | Q4 2019 | Q2 2021 | 7 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 4 | 3 | 0.00% | 0.24% | 0.62% | Q1 2018 | Q4 2020 | 7 |
JET CAPITAL INVESTORS L P | 3 | 1 | 0.62% | 1.76% | 3.58% | Q2 2016 | Q3 2018 | 7 |
Pine River Capital Management L.P. | 5 | 1 | 0.01% | 0.11% | 0.37% | Q1 2015 | Q4 2016 | 7 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q1 2018 | 7 |
LETKO, BROSSEAU & ASSOCIATES INC | 4 | 3 | 0.01% | 0.12% | 0.31% | Q1 2020 | Q1 2022 | 7 |
Insight Holdings Group, LLC | 7 | 7 | 1.87% | 10.25% | 16.43% | Q3 2014 | Q1 2016 | 7 |
Linscomb & Williams, Inc. | 6 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q2 2021 | 7 |
Edinburgh Partners | 7 | 7 | 0.02% | 0.09% | 0.32% | Q1 2016 | Q3 2017 | 7 |
STONNINGTON GROUP, LLC | 6 | 1 | 0.05% | 0.14% | 0.31% | Q1 2021 | Q4 2022 | 7 |
First Eagle Investment Management, LLC | 5 | 2 | 0.00% | 0.74% | 1.52% | Q3 2017 | Q1 2022 | 7 |
BIGLARI CAPITAL CORP. | 4 | 3 | 0.21% | 0.68% | 1.62% | Q3 2021 | Q3 2023 | 7 |
Stevens First Principles Investment Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Arlington Partners LLC | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q4 2022 | 7 |
K.J. Harrison & Partners Inc | 6 | 1 | 0.07% | 0.13% | 0.21% | Q1 2020 | Q2 2022 | 7 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 3 | 1 | 0.09% | 1.05% | 4.38% | Q4 2017 | Q3 2020 | 7 |
Crestwood Advisors Group, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2020 | 7 |
First City Capital Management, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2016 | 7 |
WealthTrust Fairport, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2019 | 7 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 7 |
Hayek Kallen Investment Management | 3 | 1 | 0.12% | 0.15% | 0.21% | Q1 2018 | Q4 2020 | 7 |
Leonetti & Associates, LLC | 6 | 1 | 1.24% | 3.11% | 4.05% | Q4 2014 | Q2 2018 | 7 |
Altavista Wealth Management, Inc. | 7 | 7 | 0.10% | 0.14% | 0.17% | Q3 2018 | Q1 2020 | 7 |
PALLADIUM PARTNERS LLC | 7 | 7 | 0.07% | 0.32% | 0.99% | Q4 2019 | Q2 2021 | 7 |
BENJAMIN EDWARDS INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Kingstown Capital | 5 | 2 | 2.34% | 8.33% | 15.40% | Q3 2019 | Q2 2021 | 7 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 7 | 0.14% | 0.23% | 0.31% | Q4 2016 | Q2 2018 | 7 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 3 | 1 | 0.11% | 0.58% | 2.57% | Q4 2019 | Q1 2023 | 7 |
Hutchin Hill Capital, LP | 5 | 2 | 0.09% | 0.34% | 0.68% | Q3 2015 | Q3 2017 | 7 |
ArrowMark Colorado Holdings LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q3 2014 | Q1 2016 | 7 |
Counsel Portfolio Services Inc. | 7 | 7 | 0.35% | 0.61% | 0.93% | Q4 2014 | Q2 2016 | 7 |
Meristem Family Wealth, LLC | 3 | 1 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q3 2021 | 7 |
BSW Wealth Partners | 7 | 7 | 0.06% | 0.13% | 0.24% | Q4 2019 | Q2 2021 | 7 |
Horizon Kinetics | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 7 |
Clean Yield Group | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 7 |
Neuberger Berman Canada ULC | 4 | 3 | 0.14% | 0.22% | 0.33% | Q4 2014 | Q3 2017 | 7 |
Angeles Investment Advisors, LLC | 4 | 3 | 0.02% | 0.06% | 0.15% | Q1 2020 | Q3 2023 | 7 |
Progeny 3, Inc. | 7 | 7 | 1.00% | 2.75% | 5.18% | Q1 2020 | Q3 2021 | 7 |
GREATMARK INVESTMENT PARTNERS, INC. | 6 | 1 | 0.05% | 0.08% | 0.12% | Q3 2018 | Q3 2020 | 7 |
DST Global Advisors Ltd | 7 | 7 | 5.68% | 16.82% | 37.94% | Q1 2015 | Q3 2016 | 7 |
PRAGMA GESTAO DE PATRIMONIO LTD | 7 | 7 | 1.54% | 5.38% | 7.06% | Q4 2019 | Q2 2021 | 7 |
Alpha Wave Global, LP | 4 | 3 | 0.46% | 4.71% | 10.92% | Q3 2014 | Q1 2020 | 7 |
Horizon Investments, LLC | 7 | 7 | 0.01% | 0.08% | 0.51% | Q3 2020 | Q1 2022 | 7 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2019 | 7 |
Perpetual Investment Management Ltd | 6 | 1 | 0.07% | 0.25% | 0.57% | Q4 2020 | Q3 2022 | 7 |
LVZ, Inc. | 7 | 7 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q2 2021 | 7 |
Hengistbury Investment Partners LLP | 7 | 7 | 6.14% | 11.62% | 17.04% | Q1 2020 | Q3 2021 | 7 |
Teewinot Capital Advisers, L.L.C. | 7 | 7 | 2.45% | 4.59% | 7.77% | Q1 2020 | Q3 2021 | 7 |
LifePlan Financial Group, Inc | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 7 |
YCG, LLC | 7 | 7 | 0.41% | 0.73% | 0.95% | Q3 2021 | Q1 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q2 2018 | 7 |
VERNIER CAPITAL PARTNERS, LP | 5 | 1 | 3.50% | 6.94% | 10.31% | Q2 2017 | Q2 2019 | 7 |
Peninsula Wealth, LLC | 4 | 1 | 0.12% | 0.14% | 0.19% | Q1 2018 | Q3 2020 | 7 |
Motley Fool Wealth Management, LLC | 7 | 7 | 0.48% | 0.56% | 0.74% | Q4 2019 | Q2 2021 | 7 |
Pinnacle Wealth Management Advisory Group, LLC | 7 | 7 | 0.06% | 0.11% | 0.27% | Q1 2020 | Q3 2021 | 7 |
Lincoln Capital LLC | 7 | 7 | 0.58% | 1.13% | 2.10% | Q2 2021 | Q4 2022 | 7 |
Vontobel Swiss Wealth Advisors AG | 5 | 1 | 0.19% | 1.48% | 3.99% | Q4 2015 | Q2 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.08% | 0.10% | 0.11% | Q1 2015 | Q3 2016 | 7 |
Private Vista, LLC | 5 | 2 | 0.07% | 0.09% | 0.12% | Q1 2018 | Q2 2020 | 7 |
Garelick Capital Partners, LP | 4 | 3 | 2.75% | 5.24% | 7.63% | Q4 2016 | Q3 2018 | 7 |
Hamilton Capital, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Resonate Capital, LLC | 7 | 7 | 1.52% | 3.61% | 5.19% | Q4 2021 | Q2 2023 | 7 |
EastBay Asset Management, LLC | 4 | 1 | 1.40% | 2.89% | 4.39% | Q1 2016 | Q3 2018 | 7 |
COOPER/HAIMS ADVISORS, LLC | 7 | 7 | 0.19% | 0.22% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Invictus RG | 3 | 1 | 0.01% | 0.20% | 0.35% | Q4 2015 | Q3 2020 | 7 |
Clarius Group, LLC | 6 | 1 | 0.02% | 0.08% | 0.15% | Q4 2020 | Q3 2023 | 7 |
UNITED MARITIME CAPITAL LLC | 7 | 7 | 1.26% | 1.98% | 2.40% | Q4 2020 | Q2 2022 | 7 |
Horan Securities, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 7 |
TTP Investments, Inc. | 4 | 4 | 0.19% | 2.34% | 5.36% | Q4 2017 | Q3 2018 | 7 |
JT Stratford LLC | 6 | 1 | 0.12% | 0.20% | 0.30% | Q1 2019 | Q4 2020 | 7 |
Sloy Dahl & Holst, LLC | 7 | 7 | 0.19% | 2.29% | 4.99% | Q4 2019 | Q2 2021 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.05% | 0.08% | 0.16% | Q4 2017 | Q2 2021 | 7 |
Sturgeon Ventures LLP | 3 | 1 | 0.18% | 0.41% | 0.89% | Q1 2018 | Q4 2022 | 7 |
Truxt Investmentos Ltda. | 7 | 7 | 1.62% | 6.44% | 14.29% | Q1 2022 | Q3 2023 | 7 |
Trilogy Capital Inc. | 4 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q4 2019 | 7 |
WIM Asset Management (HK) Ltd | 7 | 7 | 17.06% | 24.94% | 35.04% | Q4 2017 | Q2 2019 | 7 |
Acorn Advisory Capital L.P. | 4 | 3 | 6.17% | 10.02% | 16.07% | Q4 2017 | Q3 2019 | 7 |
Titus Wealth Management | 5 | 2 | 0.15% | 0.18% | 0.23% | Q1 2018 | Q2 2021 | 7 |
Johnson Midwest Financial, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Arnhold LLC | 7 | 7 | 0.59% | 0.93% | 1.25% | Q1 2022 | Q3 2023 | 7 |
Pinion Investment Advisors, LLC | 7 | 7 | 0.53% | 0.69% | 0.82% | Q4 2019 | Q2 2021 | 7 |
Atom Investors LP | 4 | 1 | 0.02% | 0.80% | 2.88% | Q2 2019 | Q4 2021 | 7 |
Unigestion Holding SA | 5 | 2 | 0.04% | 0.33% | 0.66% | Q2 2018 | Q1 2021 | 7 |
LITTLE HOUSE CAPITAL LLC | 5 | 1 | 0.13% | 0.31% | 0.56% | Q1 2019 | Q3 2021 | 7 |
Hidden Lake Asset Management LP | 5 | 1 | 1.65% | 2.77% | 4.26% | Q4 2019 | Q1 2023 | 7 |
Cooper Financial Group | 7 | 7 | 0.07% | 0.11% | 0.17% | Q1 2020 | Q3 2021 | 7 |
MorganRosel Wealth Management, LLC | 4 | 4 | 0.18% | 0.64% | 1.30% | Q4 2019 | Q3 2020 | 7 |
Old North State Trust, LLC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q4 2020 | 7 |
Wilkinson Global Asset Management LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2022 | 7 |
Personal Wealth Partners | 4 | 3 | 0.07% | 0.09% | 0.14% | Q2 2019 | Q2 2021 | 7 |
Flossbach von Storch AG Zurich | 7 | 7 | 3.16% | 5.01% | 7.04% | Q4 2018 | Q2 2020 | 7 |
SEEYOND | 7 | 7 | 0.01% | 0.19% | 0.70% | Q3 2019 | Q1 2021 | 7 |
Y-Intercept (Hong Kong) Ltd | 6 | 1 | 0.08% | 0.33% | 1.11% | Q4 2020 | Q1 2023 | 7 |
Olympiad Research LP | 7 | 7 | 0.06% | 0.11% | 0.18% | Q4 2020 | Q2 2022 | 7 |
Graypoint LLC | 7 | 7 | 0.02% | 0.06% | 0.10% | Q1 2020 | Q3 2021 | 7 |
Hyperion Capital Advisors LP | 6 | 1 | 0.04% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 7 |
HOEY INVESTMENTS, INC | 5 | 1 | 0.01% | 0.14% | 0.30% | Q4 2019 | Q1 2023 | 7 |
Atlas Private Wealth Management | 7 | 7 | 0.14% | 0.17% | 0.22% | Q4 2019 | Q2 2021 | 7 |
Ayrshire Capital Management LLC | 7 | 7 | 1.24% | 1.55% | 2.04% | Q4 2019 | Q2 2021 | 7 |
Aufman Associates Inc | 7 | 7 | 0.24% | 0.32% | 0.42% | Q4 2019 | Q2 2021 | 7 |
PBMares Wealth Management LLC | 7 | 7 | 0.14% | 0.35% | 0.54% | Q4 2019 | Q2 2021 | 7 |
Future Financial Wealth Managment LLC | 6 | 1 | 0.11% | 0.67% | 2.59% | Q4 2020 | Q3 2022 | 7 |
Fortis Capital Management LLC | 7 | 7 | 0.23% | 0.47% | 1.34% | Q4 2019 | Q2 2021 | 7 |
Perseverance Asset Management International | 5 | 1 | 1.08% | 12.63% | 49.14% | Q4 2019 | Q3 2023 | 7 |
Menard Financial Group LLC | 6 | 1 | 0.37% | 0.56% | 0.86% | Q4 2019 | Q3 2021 | 7 |
Asio Capital, LLC | 7 | 7 | 1.01% | 1.29% | 1.70% | Q4 2019 | Q2 2021 | 7 |
Sculati Wealth Management, LLC | 7 | 7 | 0.13% | 0.19% | 0.25% | Q4 2019 | Q2 2021 | 7 |
Affinity Capital Advisors, LLC | 5 | 1 | 0.00% | 0.10% | 0.18% | Q4 2019 | Q2 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Veracity Capital LLC | 7 | 7 | 0.06% | 0.14% | 0.24% | Q4 2019 | Q2 2021 | 7 |
Auxano Advisors, LLC | 7 | 7 | 0.09% | 0.20% | 0.32% | Q1 2020 | Q3 2021 | 7 |
Stevard, LLC | 7 | 7 | 0.78% | 1.03% | 1.31% | Q4 2019 | Q2 2021 | 7 |
State of Wyoming | 6 | 1 | 0.08% | 0.23% | 0.58% | Q1 2021 | Q2 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.06% | 0.10% | Q2 2020 | Q4 2021 | 7 |
NinePointTwo Capital LLC | 7 | 7 | 0.09% | 0.18% | 0.28% | Q4 2020 | Q2 2022 | 7 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 1 | 0.02% | 0.09% | 0.16% | Q3 2020 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.08% | 0.23% | Q1 2021 | Q4 2022 | 7 |
Octavia Wealth Advisors, LLC | 7 | 7 | 0.06% | 0.26% | 0.70% | Q4 2020 | Q2 2022 | 7 |
Coulter & Justus Financial Services, LLC | 6 | 1 | 1.07% | 1.65% | 3.00% | Q4 2021 | Q3 2023 | 7 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 6 | 6 | 0.64% | 1.85% | 4.68% | Q4 2020 | Q1 2022 | 7 |
APOGEM CAPITAL LLC | 7 | 7 | 0.35% | 0.59% | 0.85% | Q1 2021 | Q3 2022 | 7 |
Triatomic Management LP | 3 | 2 | 0.66% | 2.99% | 5.12% | Q2 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
China Universal Asset Management Co., Ltd. | 7 | 7 | 0.01% | 0.25% | 0.92% | Q1 2022 | Q3 2023 | 7 |
Western Pacific Wealth Management, LP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.49% | 0.68% | 1.00% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Twenty Acre Capital LP | 7 | 7 | 0.63% | 1.76% | 2.64% | Q1 2022 | Q3 2023 | 7 |
GENERAL ELECTRIC CO | 6 | 1 | 0.01% | 0.09% | 0.21% | Q3 2014 | Q2 2016 | 7 |
WINTRUST INVESTMENTS LLC | 5 | 1 | 0.03% | 0.08% | 0.14% | Q2 2016 | Q2 2021 | 7 |
RUSSELL FRANK CO/ | 7 | 7 | 0.14% | 0.20% | 0.28% | Q3 2014 | Q1 2016 | 7 |
STOCK YARDS BANK & TRUST CO | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 7 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 4 | 3 | 0.08% | 0.24% | 0.42% | Q2 2015 | Q4 2020 | 7 |
CALIFORNIA FIRST LEASING CORP | 5 | 2 | 0.25% | 0.46% | 1.07% | Q4 2021 | Q3 2023 | 7 |
HARRIS ASSOCIATES L P | 7 | 7 | 0.11% | 0.60% | 1.13% | Q1 2020 | Q3 2021 | 7 |
CAMBIAR INVESTORS LLC | 5 | 5 | 0.08% | 2.79% | 4.56% | Q2 2020 | Q2 2021 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.06% | 0.10% | 0.12% | Q4 2017 | Q3 2019 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 7 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q2 2016 | 7 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 7 | 7 | 1.12% | 1.62% | 1.97% | Q4 2014 | Q2 2016 | 7 |
RIT CAPITAL PARTNERS PLC | 5 | 1 | 2.78% | 9.00% | 13.65% | Q2 2015 | Q1 2021 | 7 |
NEWGATE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.26% | 0.49% | 0.67% | Q4 2014 | Q2 2016 | 7 |
Blackstone Inc. | 3 | 1 | 0.07% | 0.22% | 0.57% | Q4 2020 | Q3 2023 | 6 |
PenderFund Capital Management Ltd. | 6 | 6 | 0.37% | 0.45% | 0.59% | Q2 2021 | Q3 2022 | 6 |
Pinnacle Summer Investments, Inc. | 6 | 6 | 0.01% | 0.12% | 0.25% | Q3 2014 | Q4 2015 | 6 |
Grove Bank & Trust | 5 | 1 | 0.00% | 0.02% | 0.02% | Q4 2015 | Q1 2023 | 6 |
APEIRON CAPITAL Ltd | 6 | 6 | 4.30% | 12.82% | 20.02% | Q4 2020 | Q1 2022 | 6 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 6 | 6 | 1.65% | 2.43% | 4.79% | Q2 2021 | Q3 2022 | 6 |
Axim Planning & Wealth | 6 | 6 | 0.26% | 1.58% | 3.35% | Q2 2022 | Q3 2023 | 6 |
III Capital Management | 3 | 2 | 0.00% | 0.09% | 0.47% | Q3 2020 | Q1 2022 | 6 |
Quad Capital Management Advisors LLC | 3 | 1 | 0.00% | 0.29% | 0.57% | Q3 2017 | Q2 2019 | 6 |
Ironsides Asset Advisors, LLC | 6 | 6 | 0.12% | 0.28% | 0.35% | Q1 2015 | Q2 2016 | 6 |
Ilmarinen Mutual Pension Insurance Co | 6 | 6 | 0.10% | 0.16% | 0.19% | Q3 2019 | Q4 2020 | 6 |
GARRISON BRADFORD & ASSOCIATES INC | 5 | 1 | 0.18% | 0.33% | 0.45% | Q1 2019 | Q3 2020 | 6 |
Wealth Management Partners, LLC | 3 | 1 | 0.02% | 0.36% | 1.41% | Q4 2020 | Q3 2023 | 6 |
InterOcean Capital Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 6 |
COOKSON PEIRCE & CO INC | 5 | 1 | 0.02% | 1.10% | 1.72% | Q2 2017 | Q3 2020 | 6 |
Tuttle Capital Management, LLC | 2 | 1 | 0.29% | 1.09% | 2.25% | Q3 2017 | Q4 2019 | 6 |
PFG Advisors | 5 | 5 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2021 | 6 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.11% | 1.01% | 1.60% | Q4 2019 | Q3 2021 | 6 |
Milestone Resources Group Ltd | 6 | 6 | 0.00% | 2.80% | 10.13% | Q1 2020 | Q2 2021 | 6 |
ARISTEIA CAPITAL, L.L.C. | 3 | 1 | 0.88% | 2.60% | 4.03% | Q3 2016 | Q1 2019 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.00% | 0.02% | 0.10% | Q2 2015 | Q3 2016 | 6 |
Annandale Capital, LLC | 6 | 6 | 0.76% | 1.13% | 1.36% | Q2 2021 | Q3 2022 | 6 |
White Elm Capital, LLC | 5 | 1 | 0.08% | 2.69% | 4.24% | Q3 2014 | Q3 2018 | 6 |
Elephas Investment Management Ltd | 6 | 6 | 1.81% | 24.24% | 51.08% | Q3 2018 | Q4 2019 | 6 |
Two Creeks Capital Management, LP | 3 | 3 | 2.98% | 3.92% | 5.09% | Q4 2014 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
J&P(CHINA)CAPITAL MANAGEMENT CO.,LTD | 6 | 6 | 0.00% | 4.59% | 13.84% | Q2 2017 | Q3 2018 | 6 |
Sensato Investors LLC | 3 | 1 | 0.46% | 2.72% | 5.80% | Q2 2016 | Q1 2020 | 6 |
Hennion & Walsh Asset Management, Inc. | 6 | 6 | 0.04% | 0.09% | 0.18% | Q1 2021 | Q2 2022 | 6 |
EDMOND DE ROTHSCHILD (ITALIA) SGR SPA | 6 | 6 | 6.78% | 9.34% | 11.61% | Q2 2015 | Q3 2016 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.01% | 0.07% | 0.10% | Q1 2022 | Q2 2023 | 6 |
Telemetry Investments, L.L.C. | 6 | 6 | 0.59% | 0.91% | 1.17% | Q4 2020 | Q1 2022 | 6 |
Yunqi Capital Ltd | 6 | 6 | 5.36% | 17.46% | 26.70% | Q4 2021 | Q1 2023 | 6 |
B. Metzler seel. Sohn & Co. AG | 6 | 6 | 0.01% | 0.07% | 0.17% | Q4 2021 | Q1 2023 | 6 |
Clark Capital Management Group, Inc. | 5 | 1 | 0.00% | 0.29% | 0.50% | Q2 2021 | Q3 2023 | 6 |
RS INVESTMENT MANAGEMENT CO LLC | 3 | 1 | 0.03% | 0.09% | 0.12% | Q3 2014 | Q2 2016 | 6 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 6 | 6 | 1.33% | 1.82% | 2.45% | Q1 2020 | Q2 2021 | 6 |
Unison Asset Management LLC | 6 | 6 | 0.81% | 1.47% | 1.89% | Q2 2021 | Q3 2022 | 6 |
Maryland Capital Management | 6 | 6 | 0.01% | 0.05% | 0.15% | Q1 2020 | Q2 2021 | 6 |
Gyon Technologies Capital Management, LP | 3 | 1 | 0.09% | 0.48% | 1.20% | Q4 2019 | Q2 2022 | 6 |
LCNB CORP | 6 | 6 | 0.10% | 0.17% | 0.28% | Q4 2020 | Q1 2022 | 6 |
Rikoon Group, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2018 | Q1 2021 | 6 |
CAMG Solamere Management, LLC | 6 | 6 | 1.20% | 1.69% | 2.61% | Q2 2019 | Q3 2020 | 6 |
JW Asset Management, LLC | 5 | 1 | 0.12% | 2.20% | 3.26% | Q4 2014 | Q2 2018 | 6 |
Atlas Principals, LLC | 3 | 2 | 0.97% | 3.52% | 10.36% | Q4 2019 | Q1 2021 | 6 |
Baker Ellis Asset Management LLC | 3 | 1 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q2 2021 | 6 |
Wishbone Management, LP | 6 | 6 | 6.09% | 16.18% | 23.42% | Q4 2019 | Q1 2021 | 6 |
ASSOCIATED BANC-CORP | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 6 |
Glacier Peak Capital LLC | 5 | 1 | 0.23% | 1.49% | 2.34% | Q1 2018 | Q3 2019 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q4 2019 | 6 |
Vantage Investment Partners, LLC | 6 | 6 | 1.42% | 3.71% | 11.81% | Q4 2017 | Q1 2019 | 6 |
Spartan Fund Management Inc. | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
ASHFORD CAPITAL MANAGEMENT INC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q3 2018 | 6 |
BRIDGES INVESTMENT MANAGEMENT INC | 5 | 1 | 0.03% | 0.07% | 0.10% | Q3 2018 | Q1 2021 | 6 |
Rheos Capital Works Inc. | 5 | 1 | 1.05% | 5.46% | 7.46% | Q1 2018 | Q1 2023 | 6 |
Claret Asset Management Corp | 4 | 1 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q3 2020 | 6 |
New Millennium Group LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Kathmere Capital Management, LLC | 5 | 1 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 6 |
Advocacy Wealth Management Services, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2018 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 1.25% | 1.43% | 1.79% | Q2 2022 | Q3 2023 | 6 |
SHEPHERD KAPLAN KROCHUK, LLC | 6 | 6 | 0.13% | 0.16% | 0.18% | Q4 2017 | Q1 2019 | 6 |
NatWest Group plc | 6 | 6 | 0.01% | 0.36% | 1.37% | Q4 2014 | Q1 2016 | 6 |
BIGLARI, SARDAR | 6 | 6 | 10.36% | 13.12% | 15.68% | Q2 2022 | Q3 2023 | 6 |
HSG Holding Ltd | 6 | 6 | 5.15% | 16.17% | 23.83% | Q1 2015 | Q2 2016 | 6 |
Chautauqua Capital Management | 6 | 6 | 0.03% | 5.41% | 9.45% | Q3 2014 | Q4 2015 | 6 |
ThornTree Capital Partners LP | 4 | 2 | 3.52% | 6.93% | 10.82% | Q4 2016 | Q4 2018 | 6 |
HOHIMER WEALTH MANAGEMENT, LLC | 6 | 6 | 0.94% | 1.29% | 1.53% | Q1 2020 | Q2 2021 | 6 |
REGATTA CAPITAL GROUP, LLC | 6 | 6 | 0.13% | 0.19% | 0.24% | Q4 2021 | Q1 2023 | 6 |
Independent Portfolio Consultants, Inc. | 6 | 6 | 0.02% | 0.07% | 0.17% | Q3 2014 | Q4 2015 | 6 |
Gardner Russo & Gardner | 6 | 6 | 1.65% | 2.10% | 2.80% | Q1 2021 | Q2 2022 | 6 |
Global Financial Private Capital, Inc | 5 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q1 2019 | 6 |
Sandbox Financial Partners, LLC | 6 | 6 | 0.18% | 0.26% | 0.34% | Q1 2022 | Q2 2023 | 6 |
ATHERTON LANE ADVISERS, LLC | 6 | 6 | 0.81% | 1.14% | 1.37% | Q3 2014 | Q4 2015 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.17% | 0.32% | 0.45% | Q2 2015 | Q3 2016 | 6 |
PRENTISS SMITH & CO INC | 4 | 2 | 0.00% | 0.02% | 0.02% | Q4 2014 | Q3 2018 | 6 |
FountainCap Research & Investment (Hong Kong) Co., Ltd. | 5 | 1 | 6.72% | 20.60% | 33.43% | Q4 2019 | Q2 2021 | 6 |
NICOLET ADVISORY SERVICES, LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2021 | 6 |
360 Financial, Inc. | 5 | 1 | 0.11% | 0.15% | 0.19% | Q4 2019 | Q2 2021 | 6 |
Archon Partners LLC | 3 | 1 | 1.22% | 1.55% | 1.78% | Q4 2015 | Q4 2020 | 6 |
Legal Advantage Investments, Inc. | 6 | 6 | 0.31% | 0.40% | 0.55% | Q2 2022 | Q3 2023 | 6 |
Conifer Management | 5 | 1 | 8.47% | 17.19% | 21.42% | Q4 2019 | Q4 2021 | 6 |
Liontrust Investment Partners LLP | 5 | 1 | 0.01% | 0.11% | 0.53% | Q4 2020 | Q3 2022 | 6 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 6 |
Granahan Investment Management | 6 | 6 | 0.01% | 0.04% | 0.07% | Q3 2016 | Q4 2017 | 6 |
GIRARD PARTNERS LTD. | 4 | 2 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q1 2020 | 6 |
Mayflower Financial Advisors, LLC | 4 | 2 | 0.04% | 0.09% | 0.16% | Q4 2020 | Q2 2022 | 6 |
Summit Financial, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
Quantum Private Wealth, LLC | 4 | 2 | 0.09% | 0.31% | 0.78% | Q4 2021 | Q3 2023 | 6 |
FRANKLIN STREET ADVISORS INC /NC | 4 | 2 | 0.10% | 0.15% | 0.30% | Q2 2015 | Q2 2018 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.51% | 0.65% | 0.83% | Q2 2022 | Q3 2023 | 6 |
Bridgeworth, LLC | 2 | 1 | 0.08% | 0.11% | 0.15% | Q4 2016 | Q3 2020 | 6 |
Old Well Partners, LLC | 3 | 3 | 3.06% | 4.19% | 5.39% | Q4 2020 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.00% | 0.10% | 0.15% | Q1 2019 | Q3 2020 | 6 |
Platte River Wealth Advisors, LLC | 5 | 1 | 0.20% | 1.27% | 1.79% | Q4 2019 | Q2 2021 | 6 |
Curtis Advisory Group, LLC | 6 | 6 | 0.12% | 0.16% | 0.23% | Q4 2019 | Q1 2021 | 6 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Geller Advisors LLC | 3 | 3 | 0.05% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 6 |
EdgePoint Investment Group Inc. | 6 | 6 | 1.16% | 1.61% | 2.54% | Q2 2021 | Q3 2022 | 6 |
JABODON PT CO | 4 | 1 | 0.71% | 3.05% | 8.09% | Q4 2018 | Q2 2021 | 6 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.12% | 0.18% | 0.27% | Q2 2017 | Q3 2023 | 6 |
MADISON WEALTH MANAGEMENT | 6 | 6 | 0.37% | 0.57% | 0.82% | Q1 2020 | Q2 2021 | 6 |
Sara-Bay Financial | 6 | 6 | 2.07% | 3.57% | 5.36% | Q2 2020 | Q3 2021 | 6 |
JACOBSON & SCHMITT ADVISORS, LLC | 6 | 6 | 0.60% | 1.59% | 2.19% | Q4 2014 | Q1 2016 | 6 |
TURNER INVESTMENTS LLC | 3 | 3 | 0.02% | 1.19% | 4.06% | Q3 2014 | Q4 2017 | 6 |
Blue Rock Advisors, LLC | 3 | 3 | 1.10% | 4.11% | 7.62% | Q1 2016 | Q2 2021 | 6 |
Visium Asset Management, LP | 2 | 2 | 0.02% | 0.12% | 0.27% | Q3 2014 | Q2 2016 | 6 |
Numeric Investors LLC | 6 | 6 | 0.19% | 1.01% | 1.67% | Q3 2016 | Q4 2017 | 6 |
SENTINEL TRUST CO LBA | 6 | 6 | 0.05% | 0.36% | 0.67% | Q1 2020 | Q2 2021 | 6 |
MD Financial Management Inc. | 6 | 6 | 0.22% | 0.50% | 0.92% | Q3 2020 | Q4 2021 | 6 |
FARR MILLER & WASHINGTON LLC/DC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 6 |
Global Endowment Management, LP | 4 | 1 | 0.04% | 0.34% | 0.55% | Q2 2019 | Q3 2023 | 6 |
Darwin Wealth Management, LLC | 5 | 1 | 0.04% | 0.32% | 0.71% | Q1 2020 | Q3 2021 | 6 |
Natixis Investment Managers International | 5 | 1 | 0.10% | 0.25% | 0.53% | Q2 2015 | Q4 2021 | 6 |
FLC Capital Advisors | 6 | 6 | 0.16% | 0.21% | 0.26% | Q4 2018 | Q1 2020 | 6 |
RHUMBLINE ADVISERS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Bank of Marin | 6 | 6 | 0.71% | 0.80% | 1.00% | Q1 2020 | Q2 2021 | 6 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 5 | 1 | 1.52% | 7.22% | 13.36% | Q3 2019 | Q2 2022 | 6 |
Apertura Capital, LLC | 2 | 1 | 1.18% | 3.93% | 8.54% | Q1 2016 | Q3 2019 | 6 |
Bryn Mawr Capital Management, LLC | 5 | 1 | 0.10% | 0.13% | 0.17% | Q4 2019 | Q2 2021 | 6 |
Glenview Capital Management | 3 | 1 | 0.17% | 0.55% | 0.90% | Q2 2021 | Q1 2023 | 6 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.07% | 0.12% | Q3 2016 | Q3 2022 | 6 |
Mizuho Trust & Banking Co., Ltd. | 6 | 6 | 0.01% | 0.18% | 0.42% | Q2 2015 | Q3 2016 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
TAP Consulting, LLC | 5 | 1 | 0.02% | 0.11% | 0.17% | Q4 2019 | Q4 2021 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Souders Financial Advisors | 6 | 6 | 0.27% | 0.36% | 0.57% | Q1 2020 | Q2 2021 | 6 |
Stamos Capital Partners, L.P. | 2 | 1 | 0.20% | 1.54% | 2.42% | Q4 2018 | Q4 2022 | 6 |
RMR Wealth Builders | 5 | 1 | 0.08% | 0.14% | 0.19% | Q4 2019 | Q2 2021 | 6 |
Red Cedar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
ROOSEVELT INVESTMENT GROUP LLC | 6 | 6 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q1 2020 | 6 |
Weil Company, Inc. | 5 | 1 | 0.04% | 0.34% | 0.71% | Q3 2019 | Q4 2022 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 6 | 6 | 0.24% | 0.33% | 0.41% | Q2 2017 | Q3 2018 | 6 |
Squar Milner Financial Services LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2020 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q1 2017 | 6 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Fort Point Capital Partners LLC | 6 | 6 | 0.21% | 0.25% | 0.32% | Q4 2015 | Q1 2017 | 6 |
OPTIMAS CAPITAL Ltd | 6 | 6 | 5.38% | 10.17% | 12.56% | Q2 2022 | Q3 2023 | 6 |
SPX Gestao de Recursos Ltda | 2 | 1 | 0.25% | 2.22% | 5.17% | Q2 2015 | Q3 2023 | 6 |
StrategIQ Financial Group, LLC | 5 | 1 | 0.05% | 0.07% | 0.08% | Q1 2018 | Q3 2021 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Lebenthal Holdings,LLC | 6 | 6 | 0.12% | 0.21% | 0.41% | Q1 2015 | Q2 2016 | 6 |
FNY Managed Accounts LLC | 2 | 1 | 0.00% | 0.18% | 0.65% | Q1 2015 | Q1 2017 | 6 |
ARROW FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2022 | 6 |
Nepsis Inc. | 5 | 1 | 2.09% | 2.86% | 3.75% | Q1 2015 | Q1 2020 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
DSC Advisors, L.P. | 5 | 1 | 0.22% | 1.00% | 2.80% | Q3 2015 | Q4 2018 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.03% | 0.09% | 0.18% | Q2 2020 | Q3 2021 | 6 |
VESTOR CAPITAL, LLC | 3 | 1 | 0.00% | 0.27% | 0.47% | Q4 2014 | Q2 2023 | 6 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.04% | 0.34% | 0.62% | Q1 2020 | Q2 2021 | 6 |
Apex Capital Management | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2016 | 6 |
SCOPIA CAPITAL MANAGEMENT LP | 6 | 6 | 4.48% | 9.27% | 13.20% | Q3 2019 | Q4 2020 | 6 |
Eton Park Capital Management, L.P. | 3 | 1 | 1.26% | 1.72% | 2.14% | Q3 2014 | Q4 2016 | 6 |
Kemper Corp Master Retirement Trust | 6 | 6 | 0.67% | 0.88% | 0.98% | Q3 2019 | Q4 2020 | 6 |
Permit Capital, LLC | 6 | 6 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q2 2022 | 6 |
Bramshill Investments, LLC | 3 | 1 | 0.00% | 0.02% | 0.11% | Q3 2018 | Q2 2023 | 6 |
Seven Post Investment Office LP | 4 | 1 | 0.09% | 0.10% | 0.12% | Q3 2020 | Q1 2023 | 6 |
Strategic Blueprint, LLC | 3 | 3 | 0.03% | 0.11% | 0.23% | Q1 2020 | Q4 2021 | 6 |
Warther Private Wealth, LLC | 5 | 1 | 0.22% | 0.78% | 1.61% | Q2 2021 | Q2 2023 | 6 |
Greenwich Wealth Management LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q2 2021 | 6 |
TrueWealth Financial Partners | 4 | 2 | 0.16% | 0.20% | 0.26% | Q1 2022 | Q3 2023 | 6 |
Cornerstone Financial Partners, LLC | 4 | 2 | 0.10% | 0.29% | 0.62% | Q4 2015 | Q4 2017 | 6 |
Financial Engines Advisors L.L.C. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
New Vernon Capital Holdings II LLC | 3 | 1 | 2.53% | 4.15% | 5.97% | Q4 2014 | Q3 2020 | 5 |
Oder Investment Management, LLC | 4 | 1 | 0.12% | 0.49% | 0.73% | Q4 2020 | Q4 2022 | 5 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.74% | 1.62% | 4.51% | Q1 2017 | Q1 2020 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
GUARDIAN CAPITAL ADVISORS LP | 4 | 1 | 0.10% | 0.13% | 0.16% | Q4 2014 | Q2 2021 | 5 |
Jeneq Management LP | 2 | 1 | 0.91% | 5.63% | 8.51% | Q4 2019 | Q4 2021 | 5 |
GENERAL ATLANTIC, L.P. | 5 | 5 | 8.12% | 17.79% | 32.92% | Q3 2014 | Q3 2015 | 5 |
Worth Asset Management, LLC | 3 | 2 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q2 2023 | 5 |
Davis Asset Management, L.P. | 5 | 5 | 2.46% | 2.82% | 3.33% | Q3 2022 | Q3 2023 | 5 |
Crow Point Partners, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q1 2018 | 5 |
B. Riley Financial, Inc. | 5 | 5 | 0.06% | 0.30% | 1.17% | Q3 2017 | Q3 2018 | 5 |
Saturna Capital CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
Next Capital Management LLC | 5 | 5 | 0.15% | 0.17% | 0.20% | Q4 2018 | Q4 2019 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2020 | 5 |
Smart Portfolios, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
INVERNESS COUNSEL LLC /NY/ | 4 | 1 | 0.02% | 0.46% | 0.98% | Q4 2014 | Q1 2020 | 5 |
Chesapeake Wealth Management | 5 | 5 | 0.14% | 0.30% | 0.47% | Q1 2020 | Q1 2021 | 5 |
BHF Kleinwort Benson Group S.A. | 4 | 1 | 0.00% | 0.05% | 0.15% | Q3 2014 | Q1 2016 | 5 |
COZAD ASSET MANAGEMENT INC | 5 | 5 | 0.07% | 0.34% | 0.58% | Q2 2020 | Q2 2021 | 5 |
Cavalier Investments, LLC | 4 | 1 | 0.12% | 0.22% | 0.30% | Q3 2016 | Q1 2018 | 5 |
CoreView Capital Management Ltd | 4 | 1 | 1.21% | 4.04% | 8.36% | Q3 2020 | Q4 2022 | 5 |
FFT WEALTH MANAGEMENT LLC | 2 | 1 | 0.01% | 0.12% | 0.28% | Q2 2017 | Q2 2021 | 5 |
Alpine Global Management, LLC | 2 | 1 | 0.19% | 0.70% | 1.67% | Q3 2014 | Q1 2017 | 5 |
Ninepoint Partners LP | 5 | 5 | 0.57% | 0.88% | 1.43% | Q4 2018 | Q4 2019 | 5 |
Adams Wealth Management | 2 | 1 | 0.02% | 0.28% | 0.64% | Q4 2019 | Q4 2021 | 5 |
NKCFO LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 5 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 1 | 0.01% | 0.03% | 0.13% | Q3 2018 | Q3 2023 | 5 |
Florence Capital Advisors, LLC | 5 | 5 | 0.05% | 0.13% | 0.20% | Q4 2016 | Q4 2017 | 5 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2019 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Ledyard National Bank | 4 | 1 | 0.01% | 0.03% | 0.03% | Q2 2015 | Q3 2018 | 5 |
BALASA DINVERNO & FOLTZ LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2020 | 5 |
Seascape Capital Management | 5 | 5 | 0.87% | 1.03% | 1.21% | Q2 2020 | Q2 2021 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.01% | 0.05% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2020 | 5 |
Global Strategic Investment Solutions, LLC | 5 | 5 | 0.09% | 0.12% | 0.18% | Q1 2020 | Q1 2021 | 5 |
ANGLEPOINT ASSET MANAGEMENT, LTD. | 5 | 5 | 5.96% | 10.99% | 17.48% | Q4 2019 | Q4 2020 | 5 |
HYMAN CHARLES D | 5 | 5 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q2 2021 | 5 |
WIMMER ASSOCIATES 1, LLC | 5 | 5 | 0.18% | 0.25% | 0.29% | Q3 2017 | Q3 2018 | 5 |
SOLARIS ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q3 2017 | 5 |
Aquamarine Capital Management, LLC | 5 | 5 | 2.34% | 3.32% | 5.05% | Q2 2021 | Q2 2022 | 5 |
Isomer Partners LP | 2 | 1 | 1.01% | 4.36% | 7.84% | Q4 2020 | Q3 2022 | 5 |
Paragon Capital Management Ltd | 4 | 1 | 0.00% | 0.12% | 0.21% | Q4 2017 | Q4 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Bain Capital Public Equity Management, LLC | 3 | 1 | 1.97% | 2.60% | 3.39% | Q3 2014 | Q1 2019 | 5 |
A. D. Beadell Investment Counsel, Inc. | 5 | 5 | 0.20% | 0.59% | 0.76% | Q2 2020 | Q2 2021 | 5 |
OKABENA INVESTMENT SERVICES INC | 2 | 1 | 0.00% | 1.25% | 3.62% | Q4 2019 | Q1 2022 | 5 |
Laird Norton Wetherby Trust Company, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Ruane, Cunniff & Goldfarb | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Intrua Financial, LLC | 4 | 1 | 0.05% | 0.14% | 0.26% | Q2 2020 | Q2 2022 | 5 |
Investure, LLC | 5 | 5 | 2.76% | 3.84% | 5.66% | Q4 2018 | Q4 2019 | 5 |
Allie Family Office LLC | 4 | 1 | 0.62% | 0.77% | 0.96% | Q2 2022 | Q3 2023 | 5 |
Asset Planning Services, Ltd. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
Espalier Global Management LLC | 5 | 5 | 2.14% | 5.55% | 13.99% | Q3 2015 | Q3 2016 | 5 |
Gunderson Capital Management Inc. | 3 | 1 | 0.79% | 2.61% | 3.83% | Q1 2019 | Q3 2020 | 5 |
American Trust Investment Advisors, LLC | 3 | 2 | 0.38% | 0.88% | 1.54% | Q4 2016 | Q2 2021 | 5 |
Palestra Capital Management LLC | 3 | 1 | 2.17% | 4.44% | 7.23% | Q1 2018 | Q3 2020 | 5 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 4 | 4 | 0.06% | 0.51% | 1.50% | Q4 2020 | Q3 2021 | 5 |
Kaizen Financial Strategies | 2 | 2 | 0.01% | 0.59% | 1.27% | Q4 2020 | Q4 2021 | 5 |
Redmond Asset Management, LLC | 5 | 5 | 0.22% | 0.38% | 0.67% | Q2 2021 | Q2 2022 | 5 |
HBW ADVISORY SERVICES LLC | 5 | 5 | 0.08% | 0.47% | 1.15% | Q3 2020 | Q3 2021 | 5 |
OCEAN ARETE LTD | 3 | 1 | 9.56% | 40.94% | 83.90% | Q1 2019 | Q3 2021 | 5 |
Lantz Financial LLC | 5 | 5 | 0.15% | 0.18% | 0.21% | Q1 2019 | Q1 2020 | 5 |
Ratan Capital Management LP | 2 | 1 | 0.44% | 1.73% | 2.89% | Q3 2014 | Q2 2023 | 5 |
REYNOLDS CAPITAL MANAGEMENT LLC | 3 | 2 | 0.26% | 0.66% | 0.91% | Q4 2014 | Q1 2016 | 5 |
CRITERION CAPITAL MANAGEMENT LLC | 3 | 1 | 1.10% | 2.59% | 8.16% | Q3 2014 | Q3 2018 | 5 |
BROOKS, MOORE & ASSOCIATES, INC. | 3 | 2 | 0.24% | 0.40% | 0.52% | Q4 2019 | Q2 2021 | 5 |
Dai-ichi Life Holdings, Inc. | 4 | 1 | 0.01% | 0.41% | 0.79% | Q4 2014 | Q3 2016 | 5 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 3 | 2 | 0.24% | 0.32% | 0.36% | Q3 2015 | Q3 2018 | 5 |
APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 5 | 5 | 0.25% | 0.29% | 0.40% | Q3 2016 | Q3 2017 | 5 |
Keudell/Morrison Wealth Management | 5 | 5 | 0.16% | 0.19% | 0.23% | Q2 2020 | Q2 2021 | 5 |
tru Independence LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q4 2020 | 5 |
CenterBook Partners LP | 3 | 2 | 0.08% | 0.31% | 0.73% | Q4 2021 | Q3 2023 | 5 |
TPI Fund Managers Ltd | 5 | 5 | 1.78% | 2.91% | 4.13% | Q2 2019 | Q2 2020 | 5 |
EdgeRock Capital LLC | 5 | 5 | 0.22% | 0.28% | 0.40% | Q2 2022 | Q2 2023 | 5 |
Fiduciary Trust Co International of Pennsylvania | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q4 2017 | 5 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 2 | 0.25% | 6.03% | 22.26% | Q3 2014 | Q3 2023 | 5 |
Sonen Capital LLC | 5 | 5 | 0.85% | 1.10% | 1.39% | Q4 2021 | Q4 2022 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Woodline Partners LP | 2 | 1 | 0.06% | 0.46% | 1.11% | Q2 2020 | Q3 2023 | 5 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Twelve Points Wealth Management LLC | 4 | 1 | 0.12% | 0.38% | 0.61% | Q4 2021 | Q1 2023 | 5 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 5 | 5 | 0.08% | 0.19% | 0.34% | Q3 2015 | Q3 2016 | 5 |
Alphadyne Asset Management LP | 2 | 1 | 0.12% | 4.85% | 10.94% | Q4 2017 | Q3 2023 | 5 |
Aquamarine Zurich AG | 5 | 5 | 1.89% | 2.20% | 2.51% | Q3 2022 | Q3 2023 | 5 |
OSTRUM ASSET MANAGEMENT | 5 | 5 | 3.62% | 13.67% | 17.73% | Q3 2019 | Q3 2020 | 5 |
McAdam, LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2021 | 5 |
Litman Gregory Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Chescapmanager LLC | 3 | 2 | 0.87% | 1.64% | 2.69% | Q4 2018 | Q2 2022 | 5 |
Zenit Asset Management AB | 3 | 2 | 0.38% | 7.21% | 11.53% | Q3 2014 | Q4 2015 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.04% | 0.33% | 0.82% | Q4 2014 | Q3 2020 | 5 |
Aspex Management (HK) Ltd | 5 | 5 | 13.07% | 14.84% | 18.27% | Q3 2022 | Q3 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.59% | 0.75% | 0.99% | Q2 2019 | Q2 2020 | 5 |
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP | 4 | 1 | 4.38% | 10.32% | 21.64% | Q4 2014 | Q4 2018 | 5 |
York Capital Management Global Advisors, LLC | 2 | 1 | 0.09% | 1.10% | 2.63% | Q3 2014 | Q4 2020 | 5 |
Interchange Capital Partners, LLC | 5 | 5 | 0.22% | 0.57% | 0.83% | Q4 2020 | Q4 2021 | 5 |
JNE Partners LLP | 5 | 5 | 3.80% | 8.61% | 13.46% | Q3 2021 | Q3 2022 | 5 |
McCarthy Asset Management, Inc. | 4 | 1 | 0.00% | 0.03% | 0.13% | Q4 2020 | Q1 2022 | 5 |
Core Wealth Advisors, Inc. | 4 | 1 | 0.01% | 0.03% | 0.11% | Q1 2020 | Q3 2021 | 5 |
FALCON POINT CAPITAL, LLC | 2 | 1 | 0.14% | 0.97% | 3.11% | Q3 2014 | Q3 2020 | 5 |
Hunter Perkins Capital Management, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q2 2021 | 5 |
Prostatis Group LLC | 4 | 1 | 0.01% | 0.44% | 0.72% | Q2 2020 | Q2 2023 | 5 |
AZENTUS CAPITAL MANAGEMENT Ltd | 2 | 1 | 5.81% | 10.66% | 19.32% | Q3 2014 | Q3 2015 | 5 |
WealthStone, Inc. | 4 | 1 | 0.01% | 0.26% | 0.44% | Q2 2019 | Q1 2021 | 5 |
Governors Lane LP | 4 | 1 | 0.54% | 0.81% | 1.15% | Q4 2020 | Q2 2023 | 5 |
WASHINGTON CAPITAL MANAGEMENT, INC | 5 | 5 | 0.40% | 0.52% | 0.74% | Q3 2022 | Q3 2023 | 5 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 5 | 5 | 0.10% | 0.17% | 0.26% | Q3 2014 | Q3 2015 | 5 |
Samalin Investment Counsel, LLC | 4 | 1 | 0.13% | 0.36% | 0.55% | Q4 2019 | Q2 2021 | 5 |
MASON CAPITAL MANAGEMENT LLC | 4 | 1 | 5.05% | 16.89% | 49.24% | Q2 2017 | Q1 2023 | 5 |
BENNETT SELBY INVESTMENTS LP | 5 | 5 | 0.60% | 1.05% | 1.77% | Q4 2020 | Q4 2021 | 5 |
TANG CAPITAL MANAGEMENT LLC | 3 | 2 | 0.49% | 1.26% | 2.16% | Q1 2016 | Q4 2022 | 5 |
Waterfront Wealth Inc. | 4 | 1 | 0.18% | 0.32% | 0.39% | Q4 2020 | Q3 2023 | 5 |
Centenus Global Management, LP | 3 | 1 | 0.39% | 0.88% | 1.91% | Q2 2018 | Q1 2020 | 5 |
Sageworth Trust Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Fulcrum Asset Management LLP | 3 | 1 | 0.28% | 2.38% | 3.34% | Q2 2020 | Q1 2022 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Blueshift Asset Management, LLC | 2 | 1 | 0.13% | 0.35% | 0.53% | Q4 2018 | Q1 2021 | 5 |
Heritage Trust Co | 4 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2021 | 5 |
UNIO CAPITAL LLC | 4 | 1 | 0.14% | 0.16% | 0.19% | Q4 2017 | Q1 2019 | 5 |
Ameritas Advisory Services, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 5 |
Capricorn Fund Managers Ltd | 5 | 5 | 1.14% | 5.51% | 10.97% | Q1 2022 | Q1 2023 | 5 |
MAKENA CAPITAL MANAGEMENT LLC | 5 | 5 | 0.38% | 1.10% | 1.47% | Q4 2020 | Q4 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Hel Ved Capital Management Ltd | 5 | 5 | 2.70% | 11.23% | 22.92% | Q3 2022 | Q3 2023 | 5 |
Live Your Vision, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
AtonRa Partners | 5 | 5 | 0.51% | 1.05% | 1.64% | Q4 2020 | Q4 2021 | 5 |
OUTFITTER FINANCIAL LLC | 5 | 5 | 0.43% | 1.04% | 1.49% | Q4 2020 | Q4 2021 | 5 |
Charles-Lim Capital Ltd | 5 | 5 | 4.07% | 15.75% | 23.14% | Q3 2017 | Q3 2018 | 5 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q3 2021 | 5 |
Berkeley Capital Partners, LLC | 3 | 2 | 0.17% | 0.23% | 0.31% | Q4 2016 | Q1 2019 | 5 |
AustralianSuper Pty Ltd | 5 | 5 | 1.01% | 1.43% | 2.09% | Q2 2020 | Q2 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.04% | 0.27% | 0.42% | Q4 2016 | Q4 2017 | 5 |
Clarus Group, Inc. | 4 | 1 | 0.15% | 0.21% | 0.27% | Q3 2021 | Q1 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q4 2023 | 5 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 1 | 0.00% | 0.11% | 0.15% | Q3 2014 | Q2 2021 | 5 |
Teamwork Financial Advisors, LLC | 4 | 1 | 0.04% | 0.11% | 0.32% | Q1 2020 | Q4 2021 | 5 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 3 | 1 | 0.33% | 3.86% | 6.11% | Q3 2014 | Q4 2016 | 5 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 4 | 1 | 0.24% | 0.51% | 0.77% | Q3 2014 | Q2 2016 | 5 |
TPG Group Holdings (SBS) Advisors, Inc. | 5 | 5 | 1.13% | 3.08% | 5.32% | Q2 2020 | Q2 2021 | 5 |
Opera Trading Capital | 2 | 1 | 0.00% | 0.11% | 0.36% | Q4 2015 | Q2 2018 | 5 |
Accuvest Global Advisors | 2 | 1 | 0.14% | 0.66% | 1.31% | Q2 2018 | Q1 2023 | 5 |
BERRY GROUP, LLC | 5 | 5 | 0.19% | 0.24% | 0.29% | Q4 2019 | Q4 2020 | 5 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q1 2023 | 5 |
Sassicaia Capital Advisers LLC | 2 | 1 | 0.44% | 3.34% | 9.97% | Q2 2021 | Q1 2023 | 5 |
Bridge Advisory, LLC | 5 | 5 | 0.16% | 0.29% | 0.40% | Q4 2020 | Q4 2021 | 5 |
BlackRock Japan Co. Ltd | 5 | 5 | 0.17% | 0.32% | 0.51% | Q4 2015 | Q4 2016 | 5 |
WealthShield Partners, LLC | 5 | 5 | 0.02% | 0.10% | 0.26% | Q2 2020 | Q2 2021 | 5 |
CATALYST PRIVATE WEALTH, LLC | 5 | 5 | 0.12% | 0.32% | 0.53% | Q3 2020 | Q3 2021 | 5 |
VIVID FINANCIAL MANAGEMENT, INC. | 5 | 5 | 0.10% | 0.22% | 0.42% | Q2 2020 | Q2 2021 | 5 |
Rip Road Capital Partners LP | 5 | 5 | 3.46% | 7.52% | 10.53% | Q4 2019 | Q4 2020 | 5 |
COASTLAND CAPITAL LLC | 2 | 2 | 0.56% | 1.51% | 2.43% | Q1 2015 | Q1 2017 | 5 |
Hodges Capital Management Inc. | 2 | 1 | 0.01% | 0.06% | 0.19% | Q3 2014 | Q3 2021 | 5 |
Private Harbour Investment Management & Counsel, LLC | 5 | 5 | 0.42% | 0.54% | 0.76% | Q1 2020 | Q1 2021 | 5 |
CADIAN CAPITAL MANAGEMENT, LP | 3 | 1 | 0.14% | 0.90% | 1.55% | Q3 2016 | Q2 2018 | 5 |
SOUTH GEORGIA CAPITAL, LLC | 5 | 5 | 0.00% | 0.23% | 1.12% | Q3 2014 | Q3 2015 | 5 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 1 | 0.10% | 0.31% | 0.49% | Q4 2020 | Q4 2022 | 5 |
TARGET ASSET MANAGEMENT PTE LTD | 4 | 1 | 42.19% | 76.69% | 100.00% | Q1 2016 | Q3 2017 | 5 |
Jafra Capital Management LP | 4 | 1 | 0.49% | 2.16% | 3.83% | Q1 2017 | Q2 2018 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.15% | 0.65% | 0.96% | Q2 2017 | Q3 2017 | 5 |
HEADINVEST, LLC | 4 | 1 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 5 |
Cartica Management, LLC | 5 | 5 | 6.15% | 8.12% | 10.98% | Q4 2021 | Q4 2022 | 5 |
One Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.09% | 0.16% | Q1 2019 | Q3 2021 | 5 |
Texas Yale Capital Corp. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2021 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 5 |
Zuckerman Investment Group, LLC | 5 | 5 | 0.04% | 0.39% | 1.14% | Q2 2021 | Q2 2022 | 5 |
Vista Private Wealth Partners. LLC | 4 | 1 | 0.04% | 0.09% | 0.12% | Q3 2019 | Q3 2023 | 5 |
PLIMOTH TRUST CO LLC | 5 | 5 | 0.08% | 0.12% | 0.15% | Q3 2019 | Q3 2020 | 5 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 1 | 0.06% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 5 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 5 | 5 | 0.14% | 0.19% | 0.34% | Q4 2021 | Q4 2022 | 5 |
Indie Asset Partners, LLC | 5 | 5 | 0.47% | 0.54% | 0.57% | Q4 2019 | Q4 2020 | 5 |
Concorde Asset Management, LLC | 3 | 1 | 0.29% | 0.43% | 0.60% | Q4 2014 | Q2 2019 | 5 |
Soditic Asset Management LLP | 4 | 1 | 0.46% | 1.95% | 3.29% | Q2 2021 | Q3 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Aurora Private Wealth, Inc. | 3 | 2 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q2 2021 | 5 |
Dana Investment Advisors, Inc. | 5 | 5 | 0.02% | 0.08% | 0.18% | Q2 2020 | Q2 2021 | 5 |
CVA Family Office, LLC | 2 | 1 | 0.00% | 0.13% | 0.59% | Q3 2020 | Q4 2022 | 5 |
Lion Street Advisors, LLC | 3 | 1 | 0.08% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 5 |
Beta Wealth Group, Inc. | 5 | 5 | 1.45% | 1.72% | 1.93% | Q1 2021 | Q1 2022 | 5 |
Crosspoint Capital Strategies, LLC | 3 | 1 | 0.01% | 1.83% | 3.16% | Q4 2014 | Q4 2017 | 5 |
Empire Capital Management, L.L.C. | 4 | 1 | 1.73% | 4.03% | 6.61% | Q3 2014 | Q4 2015 | 5 |
MIZUHO MARKETS AMERICAS LLC | 5 | 5 | 0.20% | 0.48% | 0.75% | Q2 2022 | Q2 2023 | 5 |
Mission Creek Capital Partners, Inc. | 5 | 5 | 0.10% | 0.13% | 0.21% | Q3 2020 | Q3 2021 | 5 |
Parcion Private Wealth LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q2 2021 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.17% | 0.20% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.07% | 0.08% | 0.12% | Q4 2018 | Q4 2019 | 5 |
Investidor Profissional Gestao de Recursos Ltda. | 4 | 1 | 0.33% | 1.26% | 2.08% | Q2 2019 | Q2 2021 | 5 |
Cephei Capital Management (Hong Kong) Ltd | 4 | 4 | 5.43% | 13.87% | 25.71% | Q4 2020 | Q3 2021 | 4 |
&PARTNERS | 2 | 1 | 0.11% | 0.18% | 0.27% | Q3 2020 | Q1 2023 | 4 |
BRX Global LP | 4 | 4 | 6.58% | 12.18% | 15.27% | Q4 2020 | Q3 2021 | 4 |
Red Cedar Management, LP | 2 | 2 | 4.66% | 5.86% | 6.46% | Q1 2018 | Q4 2019 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
COWA, LLC | 4 | 4 | 0.13% | 0.72% | 1.28% | Q4 2020 | Q3 2021 | 4 |
OneAscent Wealth Management LLC | 2 | 2 | 0.36% | 0.66% | 1.26% | Q4 2020 | Q4 2021 | 4 |
Buckley Wealth Management, LLC | 3 | 1 | 0.10% | 0.11% | 0.11% | Q4 2017 | Q1 2019 | 4 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.39% | 0.58% | Q4 2020 | Q3 2022 | 4 |
Lansing Street Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
FSC Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Sitrin Capital Management LLC | 4 | 4 | 2.66% | 3.00% | 3.26% | Q4 2017 | Q3 2018 | 4 |
Oxler Private Wealth LLC | 3 | 1 | 0.00% | 0.43% | 0.84% | Q4 2020 | Q2 2022 | 4 |
Tacita Capital Inc | 4 | 4 | 0.00% | 0.04% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Bradley Mark J. | 4 | 4 | 0.85% | 1.42% | 1.72% | Q4 2020 | Q3 2021 | 4 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.01% | 0.10% | 0.21% | Q4 2021 | Q1 2023 | 4 |
Orion Capital Management LLC | 4 | 4 | 0.02% | 0.25% | 0.35% | Q4 2020 | Q3 2021 | 4 |
Valentine Capital Asset Management, Inc. | 4 | 4 | 0.56% | 0.71% | 0.82% | Q1 2015 | Q4 2015 | 4 |
Eisler Capital (UK) Ltd. | 2 | 2 | 0.06% | 0.12% | 0.22% | Q2 2023 | Q3 2023 | 4 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.10% | 0.61% | 1.71% | Q1 2015 | Q1 2019 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q2 2022 | 4 |
3G Capital Partners | 3 | 1 | 5.37% | 10.59% | 13.89% | Q1 2020 | Q3 2023 | 4 |
LGT Fund Management Co Ltd. | 2 | 1 | 0.10% | 0.53% | 0.83% | Q4 2021 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q2 2022 | 4 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.00% | 0.07% | 0.11% | Q2 2022 | Q2 2023 | 4 |
Canvas Wealth Advisors, LLC | 4 | 4 | 0.13% | 1.09% | 1.67% | Q1 2021 | Q4 2021 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Eschler Asset Management LLP | 2 | 2 | 0.33% | 3.09% | 7.48% | Q4 2021 | Q1 2023 | 4 |
EMFO, LLC | 3 | 1 | 0.15% | 0.20% | 0.30% | Q2 2021 | Q3 2023 | 4 |
TECTONIC ADVISORS LLC | 4 | 4 | 0.05% | 0.15% | 0.25% | Q4 2020 | Q3 2021 | 4 |
Robeco Institutional Asset Management B.V. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MANAGED ACCOUNT ADVISORS LLC | 4 | 4 | 0.12% | 0.19% | 0.21% | Q3 2014 | Q2 2015 | 4 |
Bradley & Co. Private Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.47% | 0.64% | 0.75% | Q4 2014 | Q3 2015 | 4 |
CARDIFF PARK ADVISORS, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.03% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CV Advisors LLC | 4 | 4 | 1.13% | 1.30% | 1.72% | Q4 2021 | Q3 2022 | 4 |
Newlands Management Operations LLC | 4 | 4 | 0.24% | 0.40% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Delos Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q2 2023 | 4 |
DENVER INVESTMENT ADVISORS LLC | 3 | 1 | 0.03% | 0.06% | 0.12% | Q4 2014 | Q4 2015 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.43% | 0.48% | 0.54% | Q4 2022 | Q3 2023 | 4 |
LOEB PARTNERS CORP | 2 | 1 | 0.07% | 0.10% | 0.18% | Q2 2015 | Q4 2018 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
Lynch Asset Management, Inc. | 4 | 4 | 0.29% | 0.43% | 0.59% | Q4 2021 | Q3 2022 | 4 |
Evolution Capital Management LLC | 3 | 3 | 19.39% | 25.92% | 32.35% | Q2 2022 | Q4 2022 | 4 |
WORLDLY PARTNERS MANAGEMENT, LLC | 4 | 4 | 0.13% | 1.49% | 2.92% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.20% | 0.24% | 0.29% | Q4 2021 | Q3 2022 | 4 |
Highlander Partners, L.P. | 4 | 4 | 3.50% | 6.45% | 8.32% | Q4 2021 | Q3 2022 | 4 |
Key Square Capital Management LLC | 2 | 1 | 1.26% | 4.58% | 7.37% | Q4 2016 | Q2 2021 | 4 |
TAGStone Capital, Inc. | 4 | 4 | 0.26% | 0.40% | 0.53% | Q4 2021 | Q3 2022 | 4 |
COTTONWOOD CAPITAL ADVISORS, LLC | 3 | 1 | 0.16% | 0.19% | 0.21% | Q4 2021 | Q1 2023 | 4 |
Hyperion Asset Management Ltd | 4 | 4 | 1.56% | 2.69% | 3.58% | Q1 2020 | Q4 2020 | 4 |
MAZAMA CAPITAL MANAGEMENT INC | 4 | 4 | 0.60% | 0.77% | 0.97% | Q3 2014 | Q2 2015 | 4 |
Keeler Thomas Management LLC | 4 | 4 | 0.41% | 0.64% | 0.79% | Q4 2020 | Q3 2021 | 4 |
Alden Global Capital LLC | 3 | 1 | 1.74% | 7.57% | 19.54% | Q4 2021 | Q3 2023 | 4 |
EII CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q4 2018 | 4 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q4 2019 | 4 |
Ford Financial Group, LLC | 2 | 1 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q4 2021 | 4 |
Top Ace Asset Management Ltd | 4 | 4 | 0.01% | 13.10% | 30.36% | Q4 2022 | Q3 2023 | 4 |
Freemont Management S.A. | 2 | 2 | 0.86% | 1.98% | 3.77% | Q2 2021 | Q1 2023 | 4 |
Darsana Capital Partners LP | 2 | 2 | 0.32% | 1.88% | 3.64% | Q4 2014 | Q4 2017 | 4 |
Himalaya Capital Management LLC | 3 | 1 | 4.77% | 58.99% | 87.47% | Q1 2018 | Q1 2020 | 4 |
PagnatoKarp Partners LLC | 3 | 1 | 0.07% | 0.08% | 0.10% | Q1 2018 | Q1 2019 | 4 |
BOYS ARNOLD & CO INC | 3 | 1 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q1 2019 | 4 |
Aravt Global | 3 | 1 | 2.44% | 5.93% | 8.47% | Q4 2014 | Q1 2021 | 4 |
WRIGHT INVESTORS SERVICE INC | 3 | 1 | 0.07% | 0.66% | 1.07% | Q4 2017 | Q1 2021 | 4 |
KANALY TRUST CO | 4 | 4 | 0.00% | 0.05% | 0.14% | Q1 2016 | Q4 2016 | 4 |
Lattice Capital Management, LLC | 4 | 4 | 0.09% | 0.77% | 1.47% | Q4 2021 | Q3 2022 | 4 |
CADINHA & CO LLC | 4 | 4 | 0.08% | 0.16% | 0.20% | Q4 2017 | Q3 2018 | 4 |
MFN Partners Management, LP | 4 | 4 | 4.10% | 5.74% | 7.31% | Q3 2020 | Q2 2021 | 4 |
ORBIS HOLDINGS LTD | 4 | 4 | 0.02% | 0.26% | 0.96% | Q3 2014 | Q2 2015 | 4 |
F3Logic, LLC | 4 | 4 | 0.04% | 0.06% | 0.11% | Q1 2019 | Q4 2019 | 4 |
Maple Rock Capital Partners | 3 | 1 | 1.32% | 4.15% | 6.36% | Q3 2022 | Q3 2023 | 4 |
Clearline Capital LP | 3 | 1 | 0.04% | 0.23% | 0.57% | Q3 2020 | Q3 2021 | 4 |
HWG Holdings LP | 4 | 4 | 0.00% | 1.10% | 3.12% | Q3 2017 | Q2 2018 | 4 |
Bouchey Financial Group Ltd | 4 | 4 | 0.06% | 0.06% | 0.07% | Q3 2018 | Q2 2019 | 4 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.08% | 0.22% | 0.53% | Q3 2017 | Q4 2020 | 4 |
CYPRESS GROWTH FUND III LP | 4 | 4 | 1.49% | 2.13% | 2.41% | Q4 2020 | Q3 2021 | 4 |
Broadleaf Partners, LLC | 4 | 4 | 2.22% | 3.17% | 3.89% | Q4 2017 | Q3 2018 | 4 |
CreativeOne Wealth, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q4 2021 | 4 |
Windsor Advisory Group, LLC | 4 | 4 | 0.93% | 1.00% | 1.10% | Q4 2022 | Q3 2023 | 4 |
Chicago Capital, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2021 | 4 |
Zeal Asset Management Ltd | 3 | 1 | 12.88% | 27.88% | 44.15% | Q4 2017 | Q2 2020 | 4 |
Summit Global Investments | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2018 | Q4 2018 | 4 |
Blue Chip Wealth Management, Inc. | 2 | 1 | 0.19% | 0.27% | 0.37% | Q1 2018 | Q3 2020 | 4 |
PROFESSIONAL PLANNING | 3 | 1 | 0.13% | 0.30% | 0.40% | Q2 2020 | Q2 2021 | 4 |
Distillate Capital Partners LLC | 4 | 4 | 0.14% | 0.24% | 0.33% | Q4 2020 | Q3 2021 | 4 |
Grisanti Capital Management LLC | 4 | 4 | 2.04% | 2.67% | 3.24% | Q3 2014 | Q2 2015 | 4 |
Concourse Capital Management, LLC | 3 | 3 | 1.59% | 3.09% | 4.76% | Q1 2018 | Q3 2018 | 4 |
Grosvenor Holdings, L.L.C. | 4 | 4 | 2.31% | 6.06% | 8.85% | Q3 2019 | Q2 2020 | 4 |
KENSICO CAPITAL MANAGEMENT CORP | 3 | 1 | 1.24% | 3.82% | 5.35% | Q4 2020 | Q1 2022 | 4 |
Tourbillon Capital Partners, L.P. | 3 | 1 | 0.82% | 1.90% | 2.66% | Q2 2016 | Q3 2018 | 4 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 0.12% | 0.93% | 2.41% | Q4 2020 | Q4 2022 | 4 |
SOROS CAPITAL MANAGEMENT LLC | 3 | 1 | 2.59% | 6.70% | 12.55% | Q4 2019 | Q4 2020 | 4 |
KG FUNDS MANAGEMENT, LLC | 4 | 4 | 4.35% | 7.82% | 10.05% | Q4 2020 | Q3 2021 | 4 |
Infusive Asset Management Inc. | 3 | 1 | 8.77% | 9.80% | 10.54% | Q4 2020 | Q3 2022 | 4 |
Sterling Ridge Capital Management LP | 2 | 1 | 0.57% | 1.57% | 2.56% | Q1 2015 | Q4 2015 | 4 |
Lee Capital Management LP | 4 | 4 | 0.75% | 1.11% | 1.32% | Q2 2017 | Q1 2018 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q3 2018 | 4 |
CAMDEN NATIONAL BANK | 4 | 4 | 1.13% | 1.20% | 1.32% | Q3 2020 | Q2 2021 | 4 |
Black Maple Capital Management LP | 2 | 2 | 0.23% | 0.60% | 1.24% | Q1 2021 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.29% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Fore Capital, LLC | 2 | 1 | 0.51% | 0.88% | 1.76% | Q3 2018 | Q2 2021 | 4 |
CAPITAL GROWTH MANAGEMENT LP | 2 | 1 | 1.88% | 2.42% | 2.62% | Q2 2017 | Q4 2020 | 4 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q1 2023 | 4 |
NEXT CENTURY GROWTH INVESTORS LLC | 4 | 4 | 0.08% | 0.12% | 0.17% | Q3 2014 | Q2 2015 | 4 |
JDC-JSC L.P. | 4 | 4 | 0.84% | 5.44% | 10.67% | Q4 2019 | Q3 2020 | 4 |
Skye Global Management LP | 2 | 1 | 0.11% | 0.67% | 0.99% | Q2 2018 | Q1 2020 | 4 |
Wolf Group Capital Advisors | 4 | 4 | 0.98% | 1.14% | 1.52% | Q3 2020 | Q2 2021 | 4 |
Madrona Financial Services, LLC | 4 | 4 | 0.14% | 0.15% | 0.18% | Q3 2020 | Q2 2021 | 4 |
Cordatus Wealth Management LLC | 2 | 2 | 0.18% | 0.32% | 0.42% | Q4 2020 | Q3 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Inlet Private Wealth, LLC | 4 | 4 | 0.09% | 0.20% | 0.48% | Q3 2021 | Q2 2022 | 4 |
MARVIN & PALMER ASSOCIATES INC | 3 | 1 | 0.45% | 1.49% | 2.46% | Q3 2014 | Q3 2020 | 4 |
Western Asset Management Company, LLC | 3 | 1 | 0.00% | 0.59% | 1.12% | Q3 2016 | Q2 2020 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.36% | 0.43% | 0.59% | Q4 2020 | Q3 2021 | 4 |
Sandell Asset Management Corp. | 4 | 4 | 1.74% | 2.98% | 3.86% | Q2 2017 | Q1 2018 | 4 |
Overlook Holdings Ltd | 4 | 4 | 4.71% | 30.12% | 41.52% | Q2 2019 | Q1 2020 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2021 | 4 |
EQUITEC PROPRIETARY MARKETS, LLC | 2 | 1 | 0.01% | 0.05% | 0.11% | Q4 2014 | Q3 2022 | 4 |
ELLIOTT MANAGEMENT CORP | 4 | 4 | 0.12% | 0.13% | 0.14% | Q3 2017 | Q2 2018 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q3 2019 | 4 |
ROCKLAND TRUST CO | 4 | 4 | 0.07% | 0.09% | 0.11% | Q1 2018 | Q4 2018 | 4 |
Palouse Capital Management, Inc. | 4 | 4 | 0.40% | 0.52% | 0.62% | Q2 2021 | Q1 2022 | 4 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.00% | 0.13% | 0.21% | Q1 2020 | Q3 2022 | 4 |
Lee Financial Group Hawaii, Inc. | 4 | 4 | 2.38% | 2.88% | 3.39% | Q4 2019 | Q3 2020 | 4 |
Saban Capital Group LLC | 4 | 4 | 8.43% | 11.78% | 14.64% | Q4 2018 | Q3 2019 | 4 |
Galibier Capital Management Ltd. | 4 | 4 | 0.12% | 0.16% | 0.20% | Q4 2020 | Q3 2021 | 4 |
Gratus Capital, LLC | 3 | 1 | 0.02% | 0.32% | 0.45% | Q4 2014 | Q1 2023 | 4 |
Sargent Investment Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.11% | Q3 2020 | Q2 2021 | 4 |
Athos Capital Ltd | 3 | 1 | 2.69% | 10.21% | 29.80% | Q4 2019 | Q4 2020 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Private Portfolio Partners LLC | 4 | 4 | 0.07% | 0.09% | 0.12% | Q2 2020 | Q1 2021 | 4 |
Somerset Group LLC | 4 | 4 | 0.37% | 0.41% | 0.45% | Q4 2017 | Q3 2018 | 4 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 4 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q4 2018 | Q1 2020 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
AQR Arbitrage LLC | 3 | 1 | 0.02% | 0.13% | 0.24% | Q2 2016 | Q1 2021 | 4 |
SUMMITVIEW INVESTMENT MANAGEMENT | 4 | 4 | 1.27% | 19.98% | 50.46% | Q4 2015 | Q3 2016 | 4 |
Bellwether Investment Group, LLC | 2 | 1 | 0.03% | 0.40% | 1.38% | Q2 2016 | Q4 2017 | 4 |
DYMON ASIA CAPITAL LTD | 3 | 1 | 0.89% | 1.87% | 3.96% | Q1 2016 | Q3 2017 | 4 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2021 | 4 |
BT Wealth Management LLC | 4 | 4 | 0.12% | 0.15% | 0.20% | Q2 2019 | Q1 2020 | 4 |
SeaStone Capital Management, L.P. | 4 | 4 | 1.04% | 2.37% | 3.89% | Q4 2014 | Q3 2015 | 4 |
DOCK STREET ASSET MANAGEMENT INC | 4 | 4 | 0.13% | 1.05% | 2.34% | Q3 2014 | Q2 2015 | 4 |
Blackcrane Capital, LLC | 4 | 4 | 1.00% | 2.58% | 4.27% | Q1 2021 | Q4 2021 | 4 |
DEARBORN PARTNERS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 4 |
Southeastern Asset Management | 4 | 4 | 0.04% | 1.48% | 2.30% | Q1 2021 | Q4 2021 | 4 |
FourWorld Capital Management LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 4 |
Scion Asset Management | 2 | 1 | 4.38% | 8.11% | 9.56% | Q2 2019 | Q3 2023 | 4 |
Power Corp of Canada | 4 | 4 | 40.45% | 65.67% | 100.00% | Q2 2018 | Q1 2019 | 4 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.06% | 0.22% | 0.43% | Q1 2020 | Q3 2023 | 4 |
Parsifal Capital Management, LP | 3 | 1 | 3.51% | 5.63% | 7.26% | Q3 2020 | Q3 2023 | 4 |
CURIAN CAPITAL LLC | 3 | 1 | 0.09% | 0.12% | 0.14% | Q4 2014 | Q4 2015 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
BINGHAM OSBORN & SCARBOROUGH LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 4 |
DT Investment Partners, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2022 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 4 |
Redhawk Wealth Advisors, Inc. | 3 | 1 | 0.02% | 0.10% | 0.20% | Q2 2019 | Q4 2020 | 4 |
SHEN NEIL NANPENG | 4 | 4 | 0.28% | 3.94% | 9.57% | Q4 2015 | Q3 2016 | 4 |
CIBC BANK USA | 3 | 1 | 0.05% | 0.09% | 0.13% | Q2 2015 | Q4 2019 | 4 |
Zions Bancorporation | 2 | 2 | 0.10% | 0.25% | 0.68% | Q3 2017 | Q3 2018 | 4 |
GenTrust, LLC | 3 | 1 | 0.03% | 1.33% | 2.99% | Q4 2019 | Q1 2021 | 4 |
Ground Swell Capital, LLC | 2 | 1 | 0.02% | 0.41% | 0.68% | Q3 2014 | Q2 2023 | 4 |
Partners Group Holding AG | 3 | 1 | 1.50% | 6.25% | 8.88% | Q2 2015 | Q2 2020 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.35% | 0.45% | 0.57% | Q4 2018 | Q4 2020 | 4 |
Winning Points Advisors, LLC | 3 | 1 | 0.14% | 0.19% | 0.25% | Q4 2019 | Q4 2020 | 4 |
LUPO SECURITIES, LLC | 3 | 3 | 0.01% | 0.09% | 0.22% | Q4 2014 | Q2 2015 | 4 |
Privium Fund Management B.V. | 1 | 1 | 0.06% | 0.34% | 1.04% | Q4 2021 | Q3 2022 | 4 |
US FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q4 2015 | 4 |
CARL DOMINO INC | 4 | 4 | 0.37% | 0.44% | 0.49% | Q4 2014 | Q3 2015 | 4 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.26% | 0.40% | 0.49% | Q4 2017 | Q3 2018 | 4 |
America First Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 4 |
Burgundy Asset Management Ltd. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PARADIGM ASSET MANAGEMENT CO LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
SFE Investment Counsel | 4 | 4 | 0.19% | 0.50% | 0.81% | Q4 2020 | Q3 2021 | 4 |
ROCKY MOUNTAIN ADVISERS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
SPQ Asia Capital Ltd | 3 | 1 | 3.23% | 16.35% | 31.41% | Q3 2016 | Q3 2017 | 4 |
Nelson Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
OUTFITTER ADVISORS, LTD. | 4 | 4 | 0.19% | 0.70% | 1.04% | Q3 2017 | Q2 2018 | 4 |
Symphony Financial, Ltd. Co. | 4 | 4 | 0.07% | 0.10% | 0.12% | Q2 2020 | Q1 2021 | 4 |
11 Capital Partners LP | 3 | 3 | 1.50% | 4.40% | 5.94% | Q1 2021 | Q3 2021 | 4 |
Tufton Capital Management | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Baskin Financial Services Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q4 2020 | 4 |
Timber Creek Capital Management LLC | 4 | 4 | 0.56% | 1.26% | 2.01% | Q4 2020 | Q3 2021 | 4 |
1ST SOURCE BANK | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2020 | 4 |
Amici Capital, LLC | 3 | 1 | 0.03% | 0.41% | 1.50% | Q4 2014 | Q1 2016 | 4 |
Stellar Capital Management, LLC | 4 | 4 | 1.76% | 2.15% | 2.62% | Q3 2019 | Q2 2020 | 4 |
WoodTrust Financial Corp | 3 | 1 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q2 2021 | 4 |
Texas Capital Bank Wealth Management Services Inc | 4 | 4 | 0.03% | 0.07% | 0.11% | Q3 2020 | Q2 2021 | 4 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 4 | 4 | 1.49% | 1.82% | 2.33% | Q2 2022 | Q1 2023 | 4 |
Twin Securities, Inc. | 3 | 1 | 2.12% | 3.70% | 5.12% | Q3 2016 | Q3 2017 | 4 |
NWK Group, Inc. | 4 | 4 | 0.01% | 1.63% | 2.42% | Q1 2020 | Q4 2020 | 4 |
SRS Investment Management, LLC | 2 | 1 | 0.35% | 0.68% | 1.24% | Q3 2014 | Q1 2019 | 4 |
1776 Wealth LLC | 4 | 4 | 0.11% | 0.14% | 0.16% | Q4 2019 | Q3 2020 | 4 |
Ironwood Wealth Management, LLC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
CANTOR FITZGERALD, L. P. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q2 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
CITY NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q2 2016 | Q1 2017 | 4 |
Nishkama Capital, LLC | 3 | 1 | 0.37% | 2.60% | 8.23% | Q4 2018 | Q2 2021 | 4 |
EJF Capital LLC | 4 | 4 | 0.02% | 0.05% | 0.06% | Q3 2014 | Q2 2015 | 4 |
Andar Capital Management HK Ltd | 4 | 4 | 10.06% | 14.14% | 18.80% | Q3 2022 | Q2 2023 | 4 |
Danda Trouve Investment Management, Inc. | 3 | 1 | 0.00% | 0.05% | 0.10% | Q4 2019 | Q4 2020 | 4 |
Hound Partners | 4 | 4 | 2.66% | 3.69% | 4.92% | Q4 2020 | Q3 2021 | 4 |
Dantai Capital Ltd | 4 | 4 | 0.21% | 13.32% | 38.93% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Smith, Salley & Associates | 4 | 4 | 0.45% | 0.51% | 0.62% | Q4 2021 | Q3 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.10% | 0.17% | Q4 2022 | Q3 2023 | 4 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2019 | 4 |
Hudson Canyon Capital Management | 4 | 4 | 1.44% | 1.79% | 1.94% | Q4 2020 | Q3 2021 | 4 |
Elequin Capital, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.38% | 0.47% | 0.63% | Q2 2022 | Q3 2023 | 4 |
Wealthsimple US, Ltd. | 4 | 4 | 0.12% | 0.16% | 0.17% | Q2 2020 | Q1 2021 | 4 |
Stillwater Investment Management, LLC | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2020 | Q3 2021 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 0.18% | 0.23% | 0.31% | Q4 2022 | Q3 2023 | 4 |
HMI Capital Management, L.P. | 4 | 4 | 4.32% | 6.21% | 6.92% | Q4 2020 | Q3 2021 | 4 |
Acrospire Investment Management LLC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q1 2016 | Q4 2016 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.34% | 0.37% | 0.39% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.34% | 0.38% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Navalign, LLC | 4 | 4 | 0.11% | 0.34% | 0.47% | Q1 2021 | Q4 2021 | 4 |
Applied Capital LLC/FL | 4 | 4 | 0.41% | 0.46% | 0.53% | Q4 2022 | Q3 2023 | 4 |
APPLIED RESEARCH INVESTMENTS, LLC | 4 | 4 | 2.25% | 4.96% | 7.59% | Q2 2020 | Q1 2021 | 4 |
Trust Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.41% | 0.47% | 0.57% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Alpine Investment Management Ltd | 4 | 4 | 21.17% | 28.83% | 35.80% | Q4 2022 | Q3 2023 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FERNBRIDGE CAPITAL MANAGEMENT LP | 2 | 2 | 1.42% | 3.26% | 5.08% | Q1 2022 | Q1 2023 | 4 |
XTX Topco Ltd | 2 | 1 | 0.08% | 0.22% | 0.39% | Q1 2021 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.34% | 0.83% | 1.38% | Q4 2020 | Q3 2021 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.94% | 1.05% | 1.15% | Q4 2022 | Q3 2023 | 4 |
CIF Asset Management Ltd | 4 | 4 | 2.52% | 4.12% | 6.69% | Q4 2020 | Q3 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.08% | 0.60% | 1.67% | Q2 2023 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 4 |
VSR Financial Services, Inc. | 4 | 4 | 0.14% | 0.21% | 0.27% | Q2 2015 | Q1 2016 | 4 |
Axiom Financial Strategies, LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q3 2020 | Q2 2021 | 4 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 3 | 1 | 1.14% | 1.39% | 1.81% | Q3 2016 | Q3 2017 | 4 |
NAYA CAPITAL MANAGEMENT UK LTD | 2 | 2 | 2.86% | 6.44% | 9.92% | Q3 2016 | Q1 2020 | 4 |
BEACH INVESTMENT COUNSEL INC/PA | 3 | 1 | 0.22% | 0.73% | 1.51% | Q1 2018 | Q3 2020 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 4 | 4 | 0.15% | 0.25% | 0.36% | Q4 2014 | Q3 2015 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.02% | 0.16% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sentry Investments Corp. | 4 | 4 | 0.01% | 0.03% | 0.10% | Q2 2017 | Q1 2018 | 4 |
Marshall Financial Group LLC | 4 | 4 | 0.41% | 0.60% | 0.70% | Q4 2020 | Q3 2021 | 4 |
Capital Advantage, Inc. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2020 | Q1 2021 | 4 |
TCG Advisory Services, LLC | 4 | 4 | 0.09% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Heron Bay Capital Management | 2 | 2 | 0.12% | 0.44% | 0.84% | Q2 2021 | Q2 2022 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Delek Group, Ltd. | 4 | 4 | 0.02% | 0.05% | 0.06% | Q3 2018 | Q2 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Private Capital Management, LLC | 2 | 1 | 0.11% | 0.18% | 0.32% | Q4 2020 | Q1 2022 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2020 | Q3 2020 | 3 |
Colonial River Wealth Management, LLC | 3 | 3 | 0.24% | 0.28% | 0.31% | Q4 2020 | Q2 2021 | 3 |
MONARCH CAPITAL MANAGEMENT INC/ | 3 | 3 | 0.06% | 0.10% | 0.14% | Q1 2021 | Q3 2021 | 3 |
CALIBER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.38% | 0.95% | 1.34% | Q4 2020 | Q2 2021 | 3 |
DG CAPITAL MANAGEMENT INC | 3 | 3 | 1.40% | 1.64% | 2.10% | Q1 2016 | Q3 2016 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.26% | 0.35% | 0.43% | Q4 2020 | Q2 2021 | 3 |
White Pine Investment CO | 3 | 3 | 1.19% | 1.39% | 1.68% | Q3 2021 | Q1 2022 | 3 |
PATRON PARTNERS, LLC | 3 | 3 | 0.21% | 0.23% | 0.27% | Q4 2020 | Q2 2021 | 3 |
Southpoint Capital Advisors LP | 3 | 3 | 0.41% | 0.71% | 0.98% | Q4 2020 | Q2 2021 | 3 |
MCIA Inc | 2 | 1 | 0.01% | 0.06% | 0.18% | Q2 2017 | Q1 2021 | 3 |
Byrne Asset Management LLC | 1 | 1 | 0.01% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 3 |
Raleigh Capital Management Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Montz Harcus Wealth Management LLC | 3 | 3 | 0.20% | 0.22% | 0.26% | Q4 2021 | Q2 2022 | 3 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 3 | 3 | 1.20% | 1.56% | 1.94% | Q3 2014 | Q1 2015 | 3 |
BOSTON FINANCIAL MANGEMENT LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
BIEGEL & WALLER LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2019 | Q3 2019 | 3 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.76% | 1.67% | Q3 2018 | Q1 2020 | 3 |
Harvest Investment Services, LLC | 2 | 1 | 0.14% | 0.17% | 0.22% | Q4 2018 | Q3 2020 | 3 |
Knighthead Capital Management, LLC | 3 | 3 | 0.04% | 0.12% | 0.25% | Q3 2021 | Q1 2022 | 3 |
North Peak Capital Management, LLC | 3 | 3 | 10.36% | 11.39% | 12.76% | Q3 2019 | Q1 2020 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Dash Acquisitions Inc. | 3 | 3 | 2.11% | 2.42% | 2.66% | Q4 2020 | Q2 2021 | 3 |
OMERS ADMINISTRATION Corp | 2 | 1 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q4 2019 | 3 |
Route One Investment Company, L.P. | 3 | 3 | 0.68% | 1.00% | 1.32% | Q1 2021 | Q3 2021 | 3 |
Optima Fund Management LLC | 3 | 3 | 3.89% | 5.27% | 6.27% | Q4 2018 | Q2 2019 | 3 |
Union Point Advisors, LLC | 3 | 3 | 1.36% | 2.25% | 3.67% | Q3 2014 | Q1 2015 | 3 |
UBS AG | 1 | 1 | 0.00% | 0.03% | 0.07% | Q3 2014 | Q3 2014 | 3 |
Meru Capital Group, LP | 3 | 3 | 2.46% | 3.55% | 4.92% | Q3 2014 | Q1 2015 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.06% | 0.17% | 0.25% | Q2 2021 | Q4 2021 | 3 |
Cordant, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.04% | 0.09% | 0.14% | Q4 2019 | Q2 2020 | 3 |
Chronos Wealth Management, LLC | 2 | 1 | 0.24% | 0.78% | 1.83% | Q4 2019 | Q2 2021 | 3 |
Gainplan LLC | 3 | 3 | 0.14% | 0.18% | 0.20% | Q4 2020 | Q2 2021 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2017 | Q2 2018 | 3 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.02% | 0.04% | 0.09% | Q4 2014 | Q3 2020 | 3 |
PHILADELPHIA TRUST CO | 3 | 3 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q2 2021 | 3 |
Cider Mill Investments LP | 3 | 3 | 3.25% | 4.11% | 5.34% | Q1 2018 | Q3 2018 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
New England Research & Management, Inc. | 2 | 1 | 0.27% | 0.29% | 0.32% | Q4 2017 | Q4 2020 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.69% | 0.70% | 0.70% | Q4 2014 | Q2 2015 | 3 |
Crescent Grove Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 1.72% | 1.91% | 2.15% | Q4 2020 | Q2 2021 | 3 |
PEDDOCK CAPITAL ADVISORS, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q4 2020 | Q2 2021 | 3 |
Peak Ten Capital LLC | 3 | 3 | 3.06% | 4.54% | 5.71% | Q4 2014 | Q2 2015 | 3 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.26% | 0.48% | 0.78% | Q4 2019 | Q1 2021 | 3 |
Bond & Devick Financial Network, Inc. | 3 | 3 | 0.32% | 0.37% | 0.45% | Q4 2020 | Q2 2021 | 3 |
Laurel Wealth Planning LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Hao Advisors Management Ltd | 3 | 3 | 0.00% | 48.94% | 76.02% | Q4 2022 | Q2 2023 | 3 |
Lodge Hill Capital, LLC | 2 | 1 | 0.43% | 1.31% | 2.73% | Q3 2016 | Q3 2018 | 3 |
Trailhead Pacific, LLC | 3 | 3 | 34.36% | 35.41% | 36.62% | Q4 2017 | Q2 2018 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
AIA Investment Management HK Ltd | 3 | 3 | 60.48% | 62.09% | 62.93% | Q4 2019 | Q2 2020 | 3 |
Dakota Wealth Management | 1 | 1 | 0.03% | 0.16% | 0.32% | Q2 2018 | Q1 2022 | 3 |
SYSTM Wealth Solutions LLC | 2 | 1 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 3 |
Salient Capital Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q3 2015 | 3 |
DIVIDEND ASSETS CAPITAL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
CWH Capital Management, Inc. | 3 | 3 | 1.65% | 1.82% | 1.96% | Q1 2018 | Q3 2018 | 3 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.05% | 0.13% | Q3 2016 | Q2 2017 | 3 |
Wells Trecaso Financial Group, LLC | 2 | 1 | 0.14% | 0.15% | 0.16% | Q4 2019 | Q3 2020 | 3 |
HighTower Trust Company, N.A. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q3 2015 | 3 |
FIRETHORN WEALTH PARTNERS, LLC | 3 | 3 | 0.32% | 0.33% | 0.36% | Q4 2020 | Q2 2021 | 3 |
STABLEFORD CAPITAL II LLC | 2 | 1 | 0.29% | 0.54% | 0.97% | Q2 2021 | Q3 2022 | 3 |
Farmers & Merchants Trust Co of Long Beach | 3 | 3 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Kopernik Global Investors, LLC | 3 | 3 | 0.21% | 0.77% | 1.43% | Q4 2022 | Q2 2023 | 3 |
Amia Capital LLP | 3 | 3 | 0.28% | 1.19% | 2.22% | Q2 2021 | Q4 2021 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.08% | 0.23% | 0.35% | Q4 2020 | Q3 2023 | 3 |
Rossmore Private Capital | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2020 | 3 |
Kora Management LP | 3 | 3 | 8.25% | 11.39% | 14.20% | Q3 2016 | Q1 2017 | 3 |
COOPERMAN LEON G | 3 | 3 | 0.78% | 1.09% | 1.27% | Q1 2021 | Q3 2021 | 3 |
Select Asset Management & Trust | 3 | 3 | 0.17% | 0.19% | 0.20% | Q1 2021 | Q3 2021 | 3 |
STANSBERRY ASSET MANAGEMENT, LLC | 2 | 1 | 0.06% | 0.08% | 0.12% | Q2 2018 | Q2 2021 | 3 |
Thrax Management, LLC | 2 | 2 | 0.01% | 2.00% | 4.88% | Q2 2016 | Q3 2016 | 3 |
Parker Investment Management, LLC | 3 | 3 | 0.14% | 0.15% | 0.18% | Q4 2020 | Q2 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
FCF Advisors LLC | 3 | 3 | 1.23% | 1.55% | 1.98% | Q1 2020 | Q3 2020 | 3 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q4 2016 | 3 |
Selway Asset Management | 3 | 3 | 0.86% | 0.92% | 0.96% | Q4 2020 | Q2 2021 | 3 |
G&S Capital LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 3 |
Codex Capital, L.L.C. | 3 | 3 | 3.12% | 3.59% | 4.44% | Q3 2020 | Q1 2021 | 3 |
Value Star Asset Management (Hong Kong) Ltd | 3 | 3 | 5.09% | 6.10% | 7.66% | Q4 2020 | Q2 2021 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
BSN Capital Partners Ltd | 2 | 1 | 3.92% | 9.36% | 14.12% | Q3 2021 | Q4 2022 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
EVEREST CAPITAL LLC | 2 | 1 | 6.76% | 11.86% | 20.27% | Q3 2014 | Q3 2016 | 3 |
CLEAR STREET LLC | 1 | 1 | 0.20% | 0.70% | 1.70% | Q4 2021 | Q4 2022 | 3 |
PERRY CAPITAL | 3 | 3 | 4.66% | 4.92% | 5.33% | Q1 2015 | Q3 2015 | 3 |
Varma Mutual Pension Insurance Co | 3 | 3 | 0.43% | 0.59% | 0.68% | Q1 2020 | Q3 2020 | 3 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q2 2021 | 3 |
Onex Canada Asset Management Inc. | 3 | 3 | 0.20% | 0.25% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Townsend & Associates, Inc | 2 | 1 | 0.00% | 0.04% | 0.11% | Q4 2017 | Q3 2018 | 3 |
Pacer Advisors, Inc. | 2 | 1 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2022 | 3 |
Greystone Financial Group, LLC | 2 | 1 | 0.05% | 0.16% | 0.24% | Q3 2021 | Q3 2023 | 3 |
Triumph Capital Management | 3 | 3 | 0.25% | 0.43% | 0.65% | Q2 2021 | Q4 2021 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q2 2018 | 3 |
FIDUCIARY TRUST INTERNATIONAL LLC | 3 | 3 | 0.21% | 0.24% | 0.25% | Q4 2019 | Q2 2020 | 3 |
Long Run Wealth Advisors, LLC | 3 | 3 | 0.46% | 0.59% | 0.71% | Q4 2021 | Q2 2022 | 3 |
BANK OF STOCKTON | 3 | 3 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q4 2020 | 3 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q3 2019 | Q1 2020 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MAGNOLIA CAPITAL ADVISORS LLC | 3 | 3 | 0.10% | 0.23% | 0.46% | Q4 2020 | Q2 2021 | 3 |
PAX Financial Group, LLC | 3 | 3 | 0.10% | 0.12% | 0.16% | Q1 2020 | Q3 2020 | 3 |
Keebeck Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2020 | 3 |
WC Walker & Associates, Inc. | 3 | 3 | 0.79% | 0.86% | 0.96% | Q4 2020 | Q2 2021 | 3 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.15% | 0.33% | 0.49% | Q3 2022 | Q3 2022 | 3 |
Laurel Grove Capital, LLC | 3 | 3 | 0.22% | 0.33% | 0.45% | Q3 2015 | Q1 2016 | 3 |
Platte River Capital LLC | 3 | 3 | 0.60% | 0.92% | 1.11% | Q4 2014 | Q2 2015 | 3 |
Greenland Capital Management LP | 2 | 1 | 0.13% | 0.47% | 1.12% | Q4 2022 | Q3 2023 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Hilltop Park Associates LLC | 1 | 1 | 6.87% | 8.67% | 11.74% | Q1 2015 | Q3 2016 | 3 |
Biltmore Capital Advisors LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2019 | Q3 2019 | 3 |
Southland Equity Partners LLC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q4 2020 | Q2 2021 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Wealth Advisory Solutions, LLC | 3 | 3 | 0.06% | 0.09% | 0.13% | Q1 2020 | Q3 2020 | 3 |
JBF Capital, Inc. | 3 | 3 | 0.25% | 0.28% | 0.32% | Q4 2021 | Q2 2022 | 3 |
Filbrandt Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q1 2021 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Atlas Brown,Inc. | 3 | 3 | 0.28% | 0.35% | 0.42% | Q4 2020 | Q2 2021 | 3 |
Trust CO of the Ozarks | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2015 | Q3 2015 | 3 |
AVAII WEALTH MANAGEMENT, LLC | 3 | 3 | 0.23% | 0.53% | 0.96% | Q1 2023 | Q3 2023 | 3 |
Resolute Capital Asset Partners LLC | 2 | 1 | 4.17% | 4.76% | 5.60% | Q1 2022 | Q1 2023 | 3 |
Evercore Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2015 | 3 |
FOREFRONT WEALTH MANAGEMENT INC. | 2 | 1 | 0.28% | 1.92% | 2.87% | Q2 2022 | Q3 2023 | 3 |
Senator Investment Group LP | 1 | 1 | 0.36% | 0.59% | 0.88% | Q3 2014 | Q3 2015 | 3 |
Kercheville Advisors, LLC | 3 | 3 | 0.15% | 1.64% | 2.52% | Q4 2020 | Q2 2021 | 3 |
High Note Wealth, LLC | 3 | 3 | 1.08% | 1.17% | 1.27% | Q4 2020 | Q2 2021 | 3 |
Fund 1 Investments, LLC | 2 | 1 | 0.16% | 0.50% | 1.00% | Q4 2022 | Q3 2023 | 3 |
Tiller Private Wealth, Inc. | 3 | 3 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q2 2018 | 3 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.68% | 1.60% | 3.39% | Q1 2021 | Q3 2022 | 3 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q4 2022 | 3 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.10% | 0.44% | 0.70% | Q1 2021 | Q2 2021 | 3 |
Welch Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 3 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Standard Family Office LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q4 2021 | 3 |
IvyRock Asset Management (HK) Ltd | 3 | 3 | 4.16% | 4.95% | 5.84% | Q4 2020 | Q2 2021 | 3 |
Fountainhead AM, LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q2 2021 | 3 |
Taconic Capital Advisors LP | 2 | 1 | 1.50% | 2.49% | 4.29% | Q4 2019 | Q2 2021 | 3 |
Harrington Investments, INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.09% | 0.14% | 0.23% | Q1 2023 | Q3 2023 | 3 |
RJA Asset Management LLC | 2 | 1 | 3.70% | 4.91% | 6.53% | Q4 2022 | Q3 2023 | 3 |
DDD Partners, LLC | 3 | 3 | 0.89% | 1.82% | 3.52% | Q4 2020 | Q2 2021 | 3 |
Beach Investment Management, LLC. | 3 | 3 | 0.38% | 1.46% | 2.44% | Q1 2018 | Q3 2018 | 3 |
CENTRAL SECURITIES CORP | 3 | 3 | 0.88% | 0.98% | 1.17% | Q4 2020 | Q2 2021 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.16% | 0.34% | 0.61% | Q3 2018 | Q1 2019 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.40% | 0.45% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2016 | 3 |
PALLADIEM, LLC | 3 | 3 | 0.22% | 0.24% | 0.26% | Q4 2020 | Q2 2021 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Proem Advisors LLC | 3 | 3 | 2.05% | 2.91% | 4.46% | Q2 2021 | Q4 2021 | 3 |
McNamara Financial Services, Inc. | 3 | 3 | 1.24% | 1.42% | 1.52% | Q4 2014 | Q2 2015 | 3 |
Prudence Investment Management (Hong Kong) Ltd. | 2 | 1 | 0.35% | 5.27% | 12.17% | Q4 2021 | Q3 2022 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
C2C Wealth Management, LLC | 3 | 3 | 0.10% | 0.15% | 0.20% | Q4 2021 | Q2 2022 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Aaron Wealth Advisors LLC | 2 | 1 | 0.01% | 0.06% | 0.09% | Q4 2020 | Q1 2022 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.18% | 0.71% | 1.03% | Q4 2020 | Q2 2021 | 3 |
PRIMORIS WEALTH ADVISORS, LLC | 3 | 3 | 1.68% | 3.10% | 4.56% | Q1 2023 | Q3 2023 | 3 |
WealthTrust Asset Management, LLC | 3 | 3 | 0.56% | 0.64% | 0.71% | Q3 2022 | Q1 2023 | 3 |
Forward Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
NTB Financial Corp | 3 | 3 | 0.15% | 0.17% | 0.18% | Q4 2021 | Q2 2022 | 3 |
Horizon Wealth Management, LLC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q2 2022 | 3 |
ALERUS FINANCIAL NA | 3 | 3 | 0.44% | 0.65% | 0.79% | Q1 2023 | Q3 2023 | 3 |
Pallas Capital Advisors LLC | 3 | 3 | 0.06% | 0.18% | 0.28% | Q1 2021 | Q3 2021 | 3 |
One01 Capital, LP | 2 | 1 | 4.33% | 8.17% | 10.47% | Q1 2022 | Q1 2023 | 3 |
Fortress Wealth Group, LLC | 3 | 3 | 0.23% | 0.24% | 0.26% | Q2 2021 | Q4 2021 | 3 |
Golden Green, Inc. | 3 | 3 | 0.19% | 0.23% | 0.26% | Q4 2020 | Q2 2021 | 3 |
Koss-Olinger Consulting, LLC | 3 | 3 | 0.11% | 0.13% | 0.16% | Q1 2021 | Q3 2021 | 3 |
AF Advisors, Inc. | 2 | 1 | 0.10% | 0.11% | 0.14% | Q3 2020 | Q2 2021 | 3 |
Schonfeld Group Holdings LLC | 2 | 1 | 0.17% | 1.18% | 2.96% | Q3 2014 | Q4 2015 | 3 |
Eisler Capital (US) LLC | 2 | 2 | 0.02% | 0.28% | 0.78% | Q1 2023 | Q2 2023 | 3 |
CQS Cayman LP | 2 | 1 | 0.17% | 0.37% | 0.55% | Q2 2017 | Q2 2018 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.22% | 0.31% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Strategic Family Wealth Counselors, L.L.C. | 2 | 1 | 0.08% | 0.12% | 0.18% | Q3 2020 | Q3 2021 | 3 |
COWEN INC. | 1 | 1 | 0.17% | 0.79% | 1.35% | Q3 2016 | Q2 2018 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 3 |
Wesleyan Assurance Society | 3 | 3 | 0.60% | 0.74% | 0.94% | Q1 2019 | Q3 2019 | 3 |
Invictus RG Pte. Ltd. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2015 | 3 |
GIRARD SECURITIES, INC. | 3 | 3 | 0.18% | 0.20% | 0.22% | Q4 2015 | Q2 2016 | 3 |
MAGEE THOMSON INVESTMENT PARTNERS LLC | 3 | 3 | 2.72% | 3.21% | 3.68% | Q3 2016 | Q1 2017 | 3 |
Deuterium Capital Management, LLC | 3 | 3 | 0.97% | 1.16% | 1.55% | Q4 2021 | Q2 2022 | 3 |
Nixon Capital, LLC | 3 | 3 | 2.41% | 3.16% | 4.30% | Q4 2021 | Q2 2022 | 3 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.04% | 0.32% | 0.64% | Q2 2020 | Q1 2021 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Tevis Investment Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Standard Investments LLC | 3 | 3 | 0.15% | 0.27% | 0.34% | Q1 2015 | Q3 2015 | 3 |
RGT Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Dalal Street | 3 | 3 | 4.45% | 13.40% | 21.13% | Q1 2021 | Q3 2021 | 3 |
Leonard Green & Partners, L.P. | 1 | 1 | 0.13% | 0.75% | 2.01% | Q3 2019 | Q2 2021 | 3 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.13% | 1.09% | 1.58% | Q1 2015 | Q2 2019 | 3 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 1.48% | 3.33% | 4.40% | Q3 2014 | Q4 2018 | 3 |
Foster Victor Wealth Advisors, LLC | 3 | 3 | 0.15% | 0.26% | 0.34% | Q2 2020 | Q4 2020 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q1 2015 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2019 | 3 |
CADENCE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q3 2014 | Q3 2016 | 3 |
Mass Ave Global Inc. | 3 | 3 | 3.31% | 11.97% | 27.32% | Q2 2022 | Q4 2022 | 3 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 3 |
Pinkerton Retirement Specialists, LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q2 2016 | Q3 2017 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Curated Wealth Partners LLC | 3 | 3 | 0.27% | 0.32% | 0.36% | Q4 2020 | Q2 2021 | 3 |
TEGEAN CAPITAL MANAGEMENT, LLC | 3 | 3 | 2.74% | 4.81% | 8.32% | Q1 2023 | Q3 2023 | 3 |
Crestline Management, LP | 1 | 1 | 0.13% | 0.75% | 1.92% | Q3 2018 | Q4 2021 | 3 |
DENDUR CAPITAL LP | 2 | 2 | 3.32% | 3.95% | 4.94% | Q3 2020 | Q4 2020 | 3 |
6elm Capital LP | 3 | 3 | 6.69% | 9.91% | 14.88% | Q1 2022 | Q3 2022 | 3 |
Inscription Capital, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q2 2021 | 3 |
TOWER BRIDGE ADVISORS | 3 | 3 | 0.09% | 0.10% | 0.12% | Q3 2019 | Q1 2020 | 3 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 1 | 1 | 9.64% | 14.11% | 20.77% | Q3 2015 | Q4 2019 | 3 |
BREAKLINE CAPITAL LLC | 2 | 1 | 1.51% | 2.56% | 4.53% | Q1 2018 | Q2 2019 | 3 |
Raub Brock Capital Management LP | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 3 |
New England Investment & Retirement Group, Inc. | 2 | 1 | 0.00% | 0.39% | 0.61% | Q4 2014 | Q1 2020 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 3 |
ADE, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Spark Investment Management LLC | 3 | 3 | 6.78% | 8.51% | 10.47% | Q4 2020 | Q2 2021 | 3 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q3 2020 | 3 |
Clarkston Capital Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Capital Markets Trading UK LLP | 1 | 1 | 0.00% | 0.04% | 0.06% | Q2 2018 | Q3 2020 | 3 |
Desjardins Global Asset Management Inc. | 2 | 1 | 0.01% | 0.13% | 0.38% | Q2 2022 | Q2 2023 | 3 |
ORSER CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.90% | 0.95% | 1.05% | Q4 2017 | Q2 2018 | 3 |
BILL & MELINDA GATES FOUNDATION TRUST | 3 | 3 | 0.62% | 0.67% | 0.74% | Q1 2020 | Q3 2020 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
ANDOR CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 2.65% | 3.82% | 5.34% | Q4 2014 | Q4 2015 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 3 | 3 | 0.16% | 0.25% | 0.29% | Q1 2021 | Q3 2021 | 3 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 3 | 3 | 1.54% | 1.80% | 2.27% | Q2 2015 | Q4 2015 | 3 |
J.Safra Asset Management Corp | 3 | 3 | 0.40% | 0.44% | 0.46% | Q4 2020 | Q2 2021 | 3 |
QUEST CAPITAL MANAGEMENT INC /ADV | 2 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2020 | 3 |
UNITED BANK | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q3 2020 | 3 |
Grandview Asset Management LLC | 3 | 3 | 0.75% | 0.94% | 1.06% | Q4 2018 | Q2 2019 | 3 |
ASCEND CAPITAL, LLC | 2 | 1 | 0.39% | 0.95% | 1.47% | Q4 2017 | Q3 2018 | 3 |
Chesley Taft & Associates LLC | 3 | 3 | 0.47% | 0.52% | 0.57% | Q4 2014 | Q2 2015 | 3 |
Capitolis Advisors LLC | 3 | 3 | 0.15% | 0.82% | 1.68% | Q2 2021 | Q4 2021 | 3 |
ARS Investment Partners, LLC | 2 | 1 | 0.08% | 0.24% | 0.35% | Q3 2014 | Q3 2016 | 3 |
Euclid Advisors LLC | 3 | 3 | 0.30% | 0.36% | 0.39% | Q4 2015 | Q2 2016 | 3 |
Geo Capital Gestora de Recursos Ltd | 3 | 3 | 0.89% | 2.31% | 3.71% | Q1 2021 | Q3 2021 | 3 |
TradeLink Capital LLC | 2 | 1 | 0.88% | 2.26% | 4.37% | Q2 2015 | Q1 2016 | 3 |
HCEP Management Ltd | 3 | 3 | 20.22% | 21.96% | 23.65% | Q4 2022 | Q2 2023 | 3 |
OVERSEA-CHINESE BANKING Corp Ltd | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
COMMUNITY TRUST & INVESTMENT CO | 3 | 3 | 1.29% | 1.44% | 1.52% | Q1 2018 | Q3 2018 | 3 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.04% | 0.11% | 0.24% | Q3 2019 | Q2 2021 | 3 |
TEALWOOD ASSET MANAGEMENT INC | 2 | 1 | 0.38% | 0.44% | 0.51% | Q4 2020 | Q3 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Tortoise Index Solutions, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2019 | 3 |
Galvin, Gaustad & Stein, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q2 2021 | 3 |
SIGULER GUFF ADVISERS, LLC | 3 | 3 | 41.12% | 42.61% | 45.04% | Q3 2014 | Q1 2015 | 3 |
COURIER CAPITAL LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q2 2015 | 3 |
Susquehanna International Securities, Ltd. | 1 | 1 | 0.34% | 1.02% | 2.19% | Q4 2021 | Q1 2023 | 3 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.06% | 0.11% | Q1 2019 | Q1 2021 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Alpha Family Trust | 3 | 3 | 7.25% | 12.77% | 17.53% | Q4 2020 | Q2 2021 | 3 |
M.D. Sass, Inc. | 3 | 3 | 2.86% | 4.21% | 5.01% | Q1 2021 | Q3 2021 | 3 |
JANA PARTNERS LLC | 2 | 1 | 0.14% | 1.35% | 2.16% | Q3 2014 | Q3 2018 | 3 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.12% | 0.18% | 0.23% | Q3 2016 | Q3 2017 | 3 |
SIX COLUMNS CAPITAL, LP | 2 | 2 | 1.64% | 1.80% | 1.96% | Q4 2019 | Q1 2020 | 3 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 1.18% | 3.46% | 5.98% | Q3 2014 | Q2 2016 | 3 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.03% | 0.07% | 0.13% | Q3 2014 | Q4 2019 | 3 |
Ghisallo Capital Management LLC | 3 | 3 | 3.99% | 6.50% | 11.05% | Q1 2023 | Q3 2023 | 3 |
Physician Wealth Advisors, Inc. | 3 | 3 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q4 2020 | 3 |
LVW Advisors, LLC | 3 | 3 | 0.11% | 0.16% | 0.23% | Q4 2014 | Q2 2015 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 3 |
ZWEIG ADVISERS LLC | 3 | 3 | 1.14% | 1.42% | 1.58% | Q4 2015 | Q2 2016 | 3 |
Greenhouse Wealth Management, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q4 2020 | Q2 2021 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.04% | 0.51% | 1.08% | Q4 2019 | Q2 2022 | 3 |
MJP ASSOCIATES INC /ADV | 3 | 3 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q2 2021 | 3 |
CI Global Investments Inc. | 2 | 1 | 0.00% | 0.11% | 0.32% | Q3 2014 | Q3 2016 | 3 |
Demars Financial Group, LLC | 3 | 3 | 0.14% | 0.23% | 0.34% | Q2 2021 | Q4 2021 | 3 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2019 | 3 |
Crumly & Associates Inc. | 3 | 3 | 0.70% | 0.76% | 0.82% | Q4 2019 | Q2 2020 | 3 |
Starboard Value LP | 3 | 3 | 0.39% | 0.82% | 1.13% | Q4 2014 | Q2 2015 | 3 |
FACT Capital, LP | 3 | 3 | 4.93% | 5.75% | 7.23% | Q1 2023 | Q3 2023 | 3 |
Bluesphere Advisors, LLC | 3 | 3 | 4.40% | 4.99% | 5.90% | Q4 2020 | Q2 2021 | 3 |
Oxinas Partners Wealth Management LLC | 3 | 3 | 0.17% | 0.34% | 0.60% | Q1 2021 | Q3 2021 | 3 |
Yorktown Management & Research Co Inc | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q2 2015 | 3 |
ABNER HERRMAN & BROCK LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2020 | 3 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 3 | 3 | 0.16% | 0.24% | 0.29% | Q2 2021 | Q4 2021 | 3 |
Glen Point Capital LLP | 1 | 1 | 2.12% | 3.72% | 6.01% | Q1 2018 | Q4 2020 | 3 |
BlueMar Capital Management, LLC | 2 | 1 | 1.11% | 1.78% | 2.43% | Q4 2019 | Q3 2020 | 3 |
Wambolt & Associates, LLC | 3 | 3 | 0.09% | 0.16% | 0.23% | Q1 2021 | Q3 2021 | 3 |
New England Private Wealth Advisors LLC | 3 | 3 | 0.06% | 0.09% | 0.12% | Q1 2018 | Q3 2018 | 3 |
LVM CAPITAL MANAGEMENT LTD/MI | 3 | 3 | 0.99% | 1.01% | 1.04% | Q4 2020 | Q2 2021 | 3 |
AlpInvest Partners B.V. | 3 | 3 | 1.87% | 2.23% | 2.61% | Q3 2016 | Q1 2017 | 3 |
A.R.T. Advisors, LLC | 3 | 3 | 0.45% | 0.58% | 0.64% | Q4 2014 | Q2 2015 | 3 |
Valley Brook Capital Group, Inc. | 3 | 3 | 0.34% | 0.35% | 0.36% | Q4 2020 | Q2 2021 | 3 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.34% | 0.37% | 0.41% | Q4 2022 | Q1 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Armbruster Capital Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 0.15% | 0.24% | 0.33% | Q4 2020 | Q3 2021 | 2 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.09% | 0.21% | 0.32% | Q4 2018 | Q1 2020 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
DORCHESTER WEALTH MANAGEMENT Co | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Pleiad Investment Advisors Ltd | 2 | 2 | 73.08% | 77.16% | 81.24% | Q4 2015 | Q1 2016 | 2 |
Gemsstock Ltd. | 1 | 1 | 2.52% | 4.26% | 6.01% | Q1 2020 | Q2 2021 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 2 |
Elgethun Capital Management | 2 | 2 | 0.17% | 0.20% | 0.22% | Q1 2022 | Q2 2022 | 2 |
EnTrust Global Partners Offshore LP | 2 | 2 | 0.37% | 0.49% | 0.61% | Q4 2018 | Q1 2019 | 2 |
Tech Square Trading LP | 2 | 2 | 0.38% | 2.03% | 3.67% | Q4 2018 | Q1 2019 | 2 |
Farmers National Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Taylor Frigon Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
TCG Advisors, LP | 2 | 2 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q2 2019 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
VIRIDIAN RIA, LLC | 2 | 2 | 0.48% | 0.50% | 0.52% | Q1 2018 | Q2 2018 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 2 |
Barber Financial Group, Inc. | 1 | 1 | 0.09% | 0.16% | 0.23% | Q1 2020 | Q3 2021 | 2 |
55I, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 2 |
Lighthouse Financial Advisors, Inc. | 2 | 2 | 0.79% | 0.86% | 0.92% | Q4 2019 | Q1 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Pagoda Asset Management, LP | 1 | 1 | 4.57% | 5.14% | 5.71% | Q3 2017 | Q1 2018 | 2 |
Maj Invest Holding A/S | 2 | 2 | 1.84% | 2.25% | 2.67% | Q4 2021 | Q1 2022 | 2 |
Coupland Cardiff Asset Management LLP | 2 | 2 | 3.42% | 3.70% | 3.98% | Q3 2014 | Q4 2014 | 2 |
JACOBS & CO/CA | 2 | 2 | 0.18% | 0.31% | 0.44% | Q1 2019 | Q2 2019 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Somerset Capital Management LLP | 2 | 2 | 9.86% | 9.94% | 10.01% | Q1 2020 | Q2 2020 | 2 |
Newport Wealth Strategies, Inc. | 2 | 2 | 0.17% | 0.17% | 0.18% | Q3 2020 | Q4 2020 | 2 |
SCP Investment, LP | 1 | 1 | 0.55% | 2.16% | 3.77% | Q1 2019 | Q4 2020 | 2 |
Game Creek Capital, LP | 1 | 1 | 0.14% | 0.18% | 0.22% | Q3 2022 | Q2 2023 | 2 |
National Pension Service | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2015 | Q1 2016 | 2 |
MARIANAS FUND MANAGEMENT LLC | 1 | 1 | 0.86% | 1.90% | 2.94% | Q4 2015 | Q1 2017 | 2 |
Hikari Power Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 2 |
ADAMCAPITAL Gestao de Recursos Ltda. | 2 | 2 | 2.13% | 3.21% | 4.29% | Q3 2021 | Q4 2021 | 2 |
ARMOR ADVISORS, L.L.C. | 2 | 2 | 0.70% | 1.48% | 2.26% | Q3 2021 | Q4 2021 | 2 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2016 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.22% | 0.28% | 0.32% | Q2 2021 | Q3 2021 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.28% | 0.32% | 0.37% | Q4 2017 | Q1 2018 | 2 |
ISF Management LLC | 2 | 2 | 5.74% | 7.05% | 8.37% | Q4 2015 | Q1 2016 | 2 |
Community Capital Management, LLC | 2 | 2 | 0.50% | 0.78% | 1.06% | Q1 2021 | Q2 2021 | 2 |
ASSET ADVISORS CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2018 | 2 |
PECAUT & CO. | 2 | 2 | 0.17% | 0.20% | 0.22% | Q2 2021 | Q3 2021 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
J. L. Bainbridge & Co., Inc. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 2 |
TOMS Capital Investment Management LP | 2 | 2 | 7.15% | 11.20% | 15.24% | Q2 2020 | Q3 2020 | 2 |
AGF Investments America Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.32% | 0.53% | Q3 2014 | Q1 2015 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.07% | 0.13% | Q2 2018 | Q3 2020 | 2 |
INHERENT GROUP, LP | 1 | 1 | 0.09% | 0.26% | 0.44% | Q3 2022 | Q3 2022 | 2 |
Insight Wealth Strategies, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2020 | 2 |
Princeton Alpha Management LP | 1 | 1 | 0.04% | 0.05% | 0.07% | Q3 2015 | Q2 2016 | 2 |
SP Asset Management | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Belvedere Advisors LLC | 2 | 2 | 3.06% | 4.58% | 6.10% | Q1 2019 | Q2 2019 | 2 |
Wildcat Capital Management, LLC | 1 | 1 | 0.75% | 0.98% | 1.21% | Q3 2016 | Q2 2017 | 2 |
Roystone Capital Management LP | 2 | 2 | 3.26% | 5.36% | 7.45% | Q3 2018 | Q4 2018 | 2 |
Sachem Head Capital | 1 | 1 | 3.71% | 6.36% | 9.00% | Q3 2018 | Q1 2021 | 2 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 2 |
Delta Investment Management, LLC | 2 | 2 | 0.09% | 0.13% | 0.17% | Q4 2019 | Q1 2020 | 2 |
Eos Focused Equity Management, L.P. | 2 | 2 | 1.22% | 1.87% | 2.52% | Q3 2020 | Q4 2020 | 2 |
Index Management Solutions, LLC | 2 | 2 | 3.23% | 5.71% | 8.18% | Q4 2014 | Q1 2015 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q1 2019 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q2 2023 | 2 |
CTC Alternative Strategies, Ltd. | 2 | 2 | 0.81% | 1.00% | 1.20% | Q2 2015 | Q3 2015 | 2 |
Tiger Eye Capital LLC | 1 | 1 | 0.09% | 3.65% | 7.21% | Q3 2014 | Q3 2020 | 2 |
Saban Cheryl | 2 | 2 | 13.95% | 18.20% | 22.46% | Q1 2021 | Q2 2021 | 2 |
Hochman Cole Investment Advisors, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 2 |
PA Capital LLC | 2 | 2 | 0.28% | 0.29% | 0.29% | Q2 2020 | Q3 2020 | 2 |
PDT Partners, LLC | 2 | 2 | 0.72% | 0.84% | 0.96% | Q2 2015 | Q3 2015 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2018 | Q1 2019 | 2 |
Airain ltd | 2 | 2 | 0.11% | 0.20% | 0.29% | Q2 2015 | Q3 2015 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
SNS Financial Group, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q3 2020 | 2 |
Davide Leone & Partners Investment Co Ltd. | 2 | 2 | 20.10% | 20.97% | 21.83% | Q1 2019 | Q2 2019 | 2 |
Smith Anglin Financial, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
DST Managers Ltd | 2 | 2 | 84.68% | 88.65% | 92.63% | Q4 2014 | Q1 2015 | 2 |
Van Leeuwen & Company, LLC | 2 | 2 | 1.14% | 1.47% | 1.80% | Q2 2020 | Q3 2020 | 2 |
MIC CAPITAL PARTNERS (PUBLIC) (US) IM, LLC | 1 | 1 | 0.63% | 0.99% | 1.36% | Q2 2020 | Q3 2021 | 2 |
Eos Management, L.P. | 2 | 2 | 0.62% | 1.13% | 1.63% | Q4 2022 | Q1 2023 | 2 |
PARK CIRCLE Co | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Bremer Bank National Association | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2020 | 2 |
Granite Investment Partners, LLC | 2 | 2 | 0.17% | 0.22% | 0.28% | Q4 2014 | Q1 2015 | 2 |
Glaxis Capital Management, LLC | 2 | 2 | 1.32% | 4.43% | 7.55% | Q3 2017 | Q4 2017 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 2 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.04% | 0.07% | 0.11% | Q1 2023 | Q1 2023 | 2 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 2 | 2 | 0.06% | 0.08% | 0.11% | Q1 2016 | Q2 2016 | 2 |
MANGROVE PARTNERS IM, LLC | 2 | 2 | 1.83% | 1.95% | 2.07% | Q2 2023 | Q3 2023 | 2 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.04% | 0.08% | 0.13% | Q3 2017 | Q4 2020 | 2 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 2 |
Stonehage Fleming (UK) Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q4 2015 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
GLADE BROOK CAPITAL PARTNERS LLC | 1 | 1 | 9.37% | 11.68% | 13.99% | Q3 2014 | Q1 2015 | 2 |
WASHBURN CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.30% | 0.39% | 0.47% | Q4 2019 | Q1 2020 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Kirkoswald Asset Management LLC | 1 | 1 | 1.43% | 24.23% | 47.02% | Q1 2023 | Q1 2023 | 2 |
Accredited Investors Inc. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 2 |
Cohanzick Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
SkyTop Capital Management LLC | 2 | 2 | 4.29% | 8.67% | 13.05% | Q4 2019 | Q1 2020 | 2 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2021 | 2 |
S.A. Mason LLC | 2 | 2 | 0.24% | 0.25% | 0.27% | Q4 2019 | Q1 2020 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
STANDARD PACIFIC CAPITAL LLC/CA | 2 | 2 | 3.08% | 3.30% | 3.52% | Q3 2014 | Q4 2014 | 2 |
CHECK CAPITAL MANAGEMENT INC/CA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Bronson Point Management LLC | 1 | 1 | 0.88% | 0.92% | 0.96% | Q4 2014 | Q3 2016 | 2 |
Strategic Wealth Investment Group, LLC | 1 | 1 | 0.08% | 0.12% | 0.17% | Q3 2020 | Q2 2021 | 2 |
Contour Asset Management LLC | 2 | 2 | 0.69% | 0.73% | 0.78% | Q3 2014 | Q4 2014 | 2 |
Soltis Investment Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Alhambra Investment Management LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q2 2021 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
AXON CAPITAL LP | 1 | 1 | 0.75% | 2.11% | 3.46% | Q3 2014 | Q3 2018 | 2 |
Invus Financial Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2020 | Q2 2020 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2019 | Q1 2020 | 2 |
DOHENY ASSET MANAGEMENT /CA | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q1 2020 | 2 |
HC Advisors, LLC | 2 | 2 | 0.19% | 0.22% | 0.25% | Q2 2020 | Q3 2020 | 2 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 2 |
N.E.W. Advisory Services LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
MADDEN SECURITIES Corp | 1 | 1 | 0.32% | 0.67% | 1.01% | Q2 2020 | Q4 2020 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Baymount Management LP | 1 | 1 | 1.87% | 7.70% | 13.53% | Q2 2020 | Q2 2020 | 2 |
McKinley Carter Wealth Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Trust Co of Kansas | 2 | 2 | 0.10% | 0.12% | 0.13% | Q3 2020 | Q4 2020 | 2 |
Berry Street Capital Management LLP | 2 | 2 | 0.15% | 0.39% | 0.62% | Q4 2020 | Q1 2021 | 2 |
Westshore Wealth, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q2 2021 | 2 |
Must Asset Management Inc. | 2 | 2 | 0.68% | 0.72% | 0.76% | Q1 2021 | Q2 2021 | 2 |
Voleon Capital Management LP | 2 | 2 | 13.38% | 14.72% | 16.06% | Q4 2021 | Q1 2022 | 2 |
Truadvice, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
FORTE CAPITAL LLC /ADV | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 2 |
Southern Wealth Management, LLP | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 2 |
Davis Capital Management | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q2 2020 | 2 |
Constellation Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.20% | 0.30% | Q1 2015 | Q2 2015 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.05% | 0.08% | 0.11% | Q3 2019 | Q3 2019 | 2 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.00% | 0.15% | 0.30% | Q1 2021 | Q1 2021 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.01% | 0.05% | 0.08% | Q1 2016 | Q4 2018 | 2 |
Bordeaux Wealth Advisors LLC | 2 | 2 | 0.18% | 0.24% | 0.29% | Q2 2021 | Q3 2021 | 2 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Capital Advisors Wealth Management, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q1 2021 | Q2 2021 | 2 |
Triple Frond Partners | 2 | 2 | 3.81% | 4.00% | 4.19% | Q1 2021 | Q2 2021 | 2 |
Dominick & Dominick LLC | 2 | 2 | 0.25% | 0.43% | 0.62% | Q3 2014 | Q4 2014 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.05% | 0.37% | 0.69% | Q1 2022 | Q3 2022 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.07% | 0.09% | 0.12% | Q3 2020 | Q2 2022 | 2 |
Eagle Ridge Investment Management | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 2 | 2 | 2.73% | 3.47% | 4.21% | Q3 2021 | Q4 2021 | 2 |
Castellan Group | 2 | 2 | 0.70% | 0.79% | 0.88% | Q2 2021 | Q3 2021 | 2 |
F/M Investments LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2022 | 2 |
Teton Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Green Alpha Advisors, LLC | 2 | 2 | 0.63% | 0.70% | 0.76% | Q4 2020 | Q1 2021 | 2 |
LifePro Asset Management | 2 | 2 | 2.00% | 2.68% | 3.37% | Q1 2022 | Q2 2022 | 2 |
Hoese & Co LLP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
FrontFour Capital Group LLC | 1 | 1 | 0.12% | 0.70% | 1.28% | Q1 2016 | Q3 2017 | 2 |
Sterling Manor Financial, LLC | 1 | 1 | 0.19% | 0.31% | 0.43% | Q4 2020 | Q2 2021 | 2 |
Efficient Market Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
FIRST QUADRANT LLC/CA | 2 | 2 | 0.16% | 0.18% | 0.20% | Q3 2016 | Q4 2016 | 2 |
Cheviot Value Management, LLC | 2 | 2 | 1.77% | 2.16% | 2.55% | Q2 2021 | Q3 2021 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2022 | Q3 2022 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Constitution Capital LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2020 | Q1 2021 | 2 |
Freedman Financial Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Valliance Asset Management Ltd | 2 | 2 | 37.24% | 45.81% | 54.39% | Q4 2022 | Q1 2023 | 2 |
Round Rock Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2022 | Q2 2022 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Montecito Bank & Trust | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2020 | Q3 2020 | 2 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.32% | 0.92% | 1.53% | Q3 2022 | Q1 2023 | 2 |
Howard Capital Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 2 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.14% | 0.17% | 0.20% | Q1 2021 | Q3 2021 | 2 |
Parametric Risk Advisors LLC | 2 | 2 | 0.16% | 0.38% | 0.60% | Q1 2016 | Q2 2016 | 2 |
AnglePoint Asset Management Ltd | 1 | 1 | 4.35% | 4.75% | 5.16% | Q1 2022 | Q1 2023 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Tejara Capital Ltd | 2 | 2 | 2.09% | 2.73% | 3.37% | Q4 2022 | Q1 2023 | 2 |
Chou Associates Management | 2 | 2 | 0.36% | 0.38% | 0.39% | Q2 2023 | Q3 2023 | 2 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q1 2022 | 2 |
Cross Staff Investments Inc | 2 | 2 | 0.36% | 0.37% | 0.39% | Q4 2021 | Q1 2022 | 2 |
Trevian Wealth Management LLC | 1 | 1 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q2 2022 | 2 |
Connective Portfolio Management, LLC | 1 | 1 | 2.92% | 3.47% | 4.01% | Q2 2022 | Q4 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q2 2022 | 2 |
MOON CAPITAL MANAGEMENT LP | 1 | 1 | 0.45% | 1.65% | 2.86% | Q1 2019 | Q4 2020 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Kathleen S. Wright Associates Inc. | 2 | 2 | 0.08% | 0.17% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Horrell Capital Management, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
TRAN CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Fox Point Capital Management LLC | 2 | 2 | 6.10% | 6.94% | 7.77% | Q3 2014 | Q4 2014 | 2 |
Fortress Investment Group LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q3 2014 | Q4 2014 | 2 |
Amtrust Financial Services, Inc. | 2 | 2 | 2.11% | 2.54% | 2.97% | Q4 2019 | Q1 2020 | 2 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 2 |
Virtus Family Office LLC | 2 | 2 | 0.69% | 0.70% | 0.71% | Q2 2023 | Q3 2023 | 2 |
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 2 | 2 | 0.67% | 0.69% | 0.72% | Q2 2023 | Q3 2023 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.30% | 0.52% | 0.75% | Q1 2023 | Q3 2023 | 2 |
EXCALIBUR MANAGEMENT CORP | 1 | 1 | 0.12% | 0.13% | 0.13% | Q3 2020 | Q2 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
XY Capital Ltd | 1 | 1 | 0.24% | 9.28% | 18.31% | Q4 2022 | Q2 2023 | 2 |
Coastwise Capital Group, LLC | 2 | 2 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q2 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Triasima Portfolio Management inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Advanced Portfolio Management, LLC | 2 | 2 | 2.92% | 3.26% | 3.61% | Q2 2023 | Q3 2023 | 2 |
Forest Avenue Capital Management LP | 2 | 2 | 1.67% | 2.55% | 3.42% | Q2 2023 | Q3 2023 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.32% | 0.54% | Q4 2021 | Q4 2022 | 2 |
Lorber David A | 1 | 1 | 0.19% | 0.72% | 1.25% | Q1 2016 | Q3 2017 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.11% | 0.20% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ELEVATUS WELATH MANAGEMENT | 2 | 2 | 3.28% | 3.78% | 4.30% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.58% | 0.60% | 0.63% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.27% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Echo Street Capital Management LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2020 | Q1 2021 | 2 |
Geduld E E | 1 | 1 | 0.84% | 0.98% | 1.12% | Q4 2014 | Q4 2014 | 2 |
Baldwin Investment Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
SPRINGOWL ASSOCIATES LLC | 2 | 2 | 3.86% | 3.94% | 4.02% | Q2 2021 | Q3 2021 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Virtus Fund Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Empyrean Capital Partners, LP | 2 | 2 | 0.20% | 0.26% | 0.33% | Q1 2018 | Q2 2018 | 2 |
Polaris Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Avalon Global Asset Management LLC | 1 | 1 | 2.39% | 2.40% | 2.40% | Q2 2019 | Q1 2021 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
TimesSquare Capital Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2014 | Q4 2014 | 2 |
RAINIER INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.40% | 0.55% | 0.70% | Q3 2014 | Q4 2014 | 2 |
GILL CAPITAL PARTNERS, LLC | 1 | 1 | 0.15% | 0.16% | 0.18% | Q4 2018 | Q1 2020 | 2 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.42% | 0.48% | 0.54% | Q1 2020 | Q3 2020 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 2 |
ALYDAR PARTNERS LLC | 2 | 2 | 0.56% | 1.14% | 1.72% | Q3 2014 | Q4 2014 | 2 |
GRAND JEAN CAPITAL MANAGEMENT INC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2014 | Q1 2015 | 2 |
HONEYWELL INTERNATIONAL INC | 2 | 2 | 0.81% | 0.82% | 0.83% | Q3 2018 | Q4 2018 | 2 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 2 | 2 | 0.91% | 1.13% | 1.36% | Q2 2021 | Q3 2021 | 2 |
WATER ISLAND CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
STEADFAST ADVISORS LP | 2 | 2 | 1.24% | 1.54% | 1.85% | Q3 2014 | Q4 2014 | 2 |
MASON STREET ADVISORS, LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q3 2014 | Q4 2014 | 2 |
FRIESS ASSOCIATES LLC | 2 | 2 | 1.61% | 1.95% | 2.29% | Q3 2014 | Q4 2014 | 2 |
Appaloosa Management | 1 | 1 | 0.95% | 1.86% | 2.77% | Q3 2014 | Q2 2015 | 2 |
FISHMAN JAY A LTD/MI | 2 | 2 | 0.24% | 0.24% | 0.24% | Q1 2015 | Q2 2015 | 2 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 0.23% | 1.14% | 2.06% | Q2 2019 | Q4 2020 | 2 |
BBVA USA | 2 | 2 | 0.42% | 0.55% | 0.67% | Q2 2021 | Q3 2021 | 2 |
HENNESSY ADVISORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
DE BURLO GROUP INC | 2 | 2 | 0.22% | 0.71% | 1.20% | Q3 2014 | Q4 2014 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
EASTERN BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2015 | 2 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
TOMPKINS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2015 | 2 |
PENN DAVIS MCFARLAND INC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q1 2019 | 2 |
EQUITEC SPECIALISTS, LLC | 2 | 2 | 4.85% | 6.56% | 8.27% | Q4 2018 | Q1 2019 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.07% | 0.10% | 0.12% | Q3 2018 | Q1 2020 | 2 |
FACTORY MUTUAL INSURANCE CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q4 2014 | 2 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.02% | 0.05% | 0.07% | Q3 2017 | Q2 2020 | 2 |
COBALT CAPITAL MANAGEMENT, INC. | 2 | 2 | 2.09% | 2.58% | 3.07% | Q4 2019 | Q1 2020 | 2 |
CADENCE BANK NA | 1 | 1 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2022 | 2 |
BAKER BOYER NATIONAL BANK | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
BOWEN HANES & CO INC | 2 | 2 | 1.14% | 1.20% | 1.26% | Q4 2019 | Q1 2020 | 2 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.43% | 0.85% | Q3 2014 | Q2 2016 | 2 |
Calvert Investment Management, Inc. | 2 | 2 | 0.15% | 0.17% | 0.19% | Q3 2016 | Q4 2016 | 2 |
LINCLUDEN MANAGEMENT LTD | 2 | 2 | 0.42% | 0.44% | 0.46% | Q1 2021 | Q2 2021 | 2 |
Symmetry Investments LP | 2 | 2 | 1.04% | 1.09% | 1.14% | Q4 2020 | Q1 2021 | 2 |
Premia Global Advisors, LLC | 1 | 1 | 0.14% | 0.41% | 0.69% | Q2 2018 | Q1 2019 | 2 |
Forefront Analytics, LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q1 2020 | Q3 2021 | 2 |
ROBERTSON STEPHENS ADVISORS LLC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q4 2016 | Q1 2017 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.55% | 0.57% | 0.59% | Q1 2018 | Q2 2018 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.28% | 0.39% | 0.51% | Q2 2016 | Q3 2016 | 2 |
Bristol Advisors, LLC | 1 | 1 | 0.00% | 0.18% | 0.37% | Q1 2017 | Q4 2018 | 2 |
City Financial Investment Co Ltd | 2 | 2 | 0.83% | 0.90% | 0.96% | Q4 2016 | Q1 2017 | 2 |
Peak Financial Management, Inc. | 2 | 2 | 0.10% | 0.16% | 0.23% | Q2 2018 | Q3 2018 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 1.63% | 1.67% | 1.70% | Q4 2020 | Q1 2021 | 2 |
TORQ CAPITAL MANAGEMENT (HK) Ltd | 1 | 1 | 14.20% | 19.16% | 24.14% | Q1 2021 | Q2 2022 | 2 |
Algebris Investments (UK) LLP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2015 | Q2 2015 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JAT CAPITAL MANAGEMENT, L.P. | 1 | 1 | 1.49% | 1.49% | 1.49% | Q1 2015 | Q1 2015 | 1 |
Humankind Investments LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Beutel, Goodman & Co Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COLLECTIVE FAMILY OFFICE LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Monument Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Alken Asset Management Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Golden State Equity Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
ERN LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
Bickling Financial Services, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PEAR TREE ADVISORS INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2015 | Q4 2015 | 1 |
Amplify Investments, LLC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q1 2018 | Q1 2018 | 1 |
Utah Peaks Capital Inc | 1 | 1 | 20.25% | 20.25% | 20.25% | Q1 2023 | Q1 2023 | 1 |
Infini Capital Management Ltd | 1 | 1 | 10.83% | 10.83% | 10.83% | Q4 2020 | Q4 2020 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 13.31% | 13.31% | 13.31% | Q4 2022 | Q4 2022 | 1 |
Lazard Freres Gestion S.A.S. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PEOPLES FINANCIAL SERVICES CORP. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2014 | Q3 2014 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Quaero Capital S.A. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
Seminole Management Co., Inc. | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2017 | Q3 2017 | 1 |
Truepoint, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Veritas Investment Partners (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Infini Master Fund | 1 | 1 | 10.83% | 10.83% | 10.83% | Q4 2020 | Q4 2020 | 1 |
SAB CAPITAL MANAGEMENT LP | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2014 | Q3 2014 | 1 |
Requisite Energy Fund I LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2018 | Q4 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2016 | Q4 2016 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2020 | Q4 2020 | 1 |
Bouvel Investment Partners, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2020 | Q4 2020 | 1 |
Astrantus Ltd | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2021 | Q4 2021 | 1 |
Ardmore Road Asset Management LP | 1 | 1 | 3.17% | 3.17% | 3.17% | Q3 2022 | Q3 2022 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Equinox Partners Investment Management LLC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q1 2019 | Q1 2019 | 1 |
JAT Capital Mgmt LP | 1 | 1 | 1.39% | 1.39% | 1.39% | Q2 2022 | Q2 2022 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ACT II MANAGEMENT, LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2014 | Q3 2014 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2015 | Q4 2015 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Jessup Wealth Management, Inc | 1 | 1 | 3.03% | 3.03% | 3.03% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Corvid Peak Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Mendota Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
EDMP, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
McAdams Wright Ragen, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Advisor Resource Council | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Realm Partners LLC | 1 | 1 | 2.31% | 2.31% | 2.31% | Q1 2015 | Q1 2015 | 1 |
Crestwood Capital Management, L.P. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2014 | Q3 2014 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 3.29% | 3.29% | 3.29% | Q4 2020 | Q4 2020 | 1 |
West Tower Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2016 | Q3 2016 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stormborn Capital Management, LLC | 1 | 1 | 2.43% | 2.43% | 2.43% | Q4 2020 | Q4 2020 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Imprint Wealth LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Sebold Capital Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
PFG Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Sycale Advisors (NY) LLC | 1 | 1 | 2.57% | 2.57% | 2.57% | Q4 2019 | Q4 2019 | 1 |
D L CARLSON INVESTMENT GROUP INC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2023 | Q1 2023 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Elmrox Investment Group IM L.P. | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2015 | Q4 2015 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Immersion Capital LLP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ZBI Services, L.L.C. | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2015 | Q4 2015 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sage Rock Capital Management LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Corrigan Financial, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 1.69% | 1.69% | 1.69% | Q3 2023 | Q3 2023 | 1 |
ATOMVEST Ltd | 1 | 1 | 15.75% | 15.75% | 15.75% | Q4 2021 | Q4 2021 | 1 |
Evanston Investments, Inc., dba Evanston Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
UNTITLED INVESTMENTS LP | 1 | 1 | 2.67% | 2.67% | 2.67% | Q4 2020 | Q4 2020 | 1 |
DOCKYARD CAPITAL MANAGEMENT LP | 1 | 1 | 2.31% | 2.31% | 2.31% | Q1 2022 | Q1 2022 | 1 |
TFG Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2014 | Q3 2014 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q1 2015 | 1 |
Trikon Asset Management Ltd | 1 | 1 | 25.09% | 25.09% | 25.09% | Q1 2023 | Q1 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Benin Management CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
FORVIS Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2014 | Q4 2014 | 1 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
StepStone Group LP | 1 | 1 | 2.04% | 2.04% | 2.04% | Q1 2020 | Q1 2020 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2016 | Q3 2016 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Silchester International Investors LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Patriot Wealth Management, Inc. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2018 | Q1 2018 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
IMS Capital Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Willett Advisors LLC | 1 | 1 | 100.00% | 100.00% | 100.00% | Q3 2014 | Q3 2014 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q3 2014 | Q3 2014 | 1 |
STERLING INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2021 | Q3 2021 | 1 |
Pantheon Investment Group, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Bragg Financial Advisors, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Legacy Wealth Planning, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2017 | Q3 2017 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2020 | Q4 2020 | 1 |
EDMUNDS WHITE PARTNERS LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2014 | Q3 2014 | 1 |
SENTINEL PENSION ADVISORS INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Sabal Trust CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2014 | Q4 2014 | 1 |
Bornite Capital Management LP | 1 | 1 | 3.55% | 3.55% | 3.55% | Q2 2021 | Q2 2021 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
XML Financial, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Odey Asset Management LLP | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2023 | Q2 2023 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Independence Trust CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
PORTLAND HILL CAPITAL LLP | 1 | 1 | 6.52% | 6.52% | 6.52% | Q4 2016 | Q4 2016 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
Eidelman Virant Capital | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
HABROK CAPITAL MANAGEMENT LLP | 1 | 1 | 49.52% | 49.52% | 49.52% | Q4 2014 | Q4 2014 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Birch Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
TRB Advisors LP | 1 | 1 | 2.01% | 2.01% | 2.01% | Q3 2014 | Q3 2014 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
First National Bank of Hutchinson | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Strategic Investment Opportunities LLC | 1 | 1 | 7.43% | 7.43% | 7.43% | Q4 2021 | Q4 2021 | 1 |
Paragon Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pier Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Mercator Fund (Cayman Master) LP | 1 | 1 | 2.57% | 2.57% | 2.57% | Q4 2019 | Q4 2019 | 1 |
Capital Square, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
ARBOR TRUST WEALTH ADVISORS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Appian Way Asset Management LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
SCS Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2020 | Q3 2020 | 1 |
COMMUNITY BANK SYSTEM, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2014 | Q3 2014 | 1 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2018 | Q2 2018 | 1 |
Shannon River Fund Management LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q2 2016 | Q2 2016 | 1 |
Maxim Capital Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q1 2019 | 1 |
Centre Asset Management, LLC | 1 | 1 | 3.30% | 3.30% | 3.30% | Q2 2022 | Q2 2022 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Blue Rock Advisors, Inc. | 1 | 1 | 4.24% | 4.24% | 4.24% | Q4 2015 | Q4 2015 | 1 |
Fiduciary Planning LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q1 2020 | Q1 2020 | 1 |
Hunting Hill Global Capital, LLC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q4 2019 | Q4 2019 | 1 |
Riverloft Capital Management L.P. | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2015 | Q1 2015 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Longer Investments Inc. | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2015 | Q1 2015 | 1 |
Solel Partners LP | 1 | 1 | 3.79% | 3.79% | 3.79% | Q4 2020 | Q4 2020 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
KR CAPITAL ADVISORS INC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2015 | Q2 2015 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q1 2019 | Q1 2019 | 1 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Kissinger Financial Services LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2017 | Q1 2017 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
LUCAS CAPITAL MANAGEMENT | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2021 | Q1 2021 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
Silverleafe Capital Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
MIK Capital, LP | 1 | 1 | 6.99% | 6.99% | 6.99% | Q3 2020 | Q3 2020 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Tranquility Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Caerus Global Investors LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2014 | Q3 2014 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2017 | Q1 2017 | 1 |
PRIVATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Kames Capital Management Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Corsair Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Syverson Strege & Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
WADDELL & ASSOCIATES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q1 2019 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2019 | Q2 2019 | 1 |
Performa Ltd (US), LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2021 | Q3 2021 | 1 |
Nadler Financial Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Tolleson Wealth Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Center Lake Capital Management, LLC | 1 | 1 | 3.65% | 3.65% | 3.65% | Q4 2019 | Q4 2019 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Quadrature Capital LLP | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2014 | Q4 2014 | 1 |
COLRAIN CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Invenomic Capital Management LP | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2021 | Q3 2021 | 1 |
SEI TRUST CO | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2014 | Q3 2014 | 1 |
Atwater Malick LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 6.90% | 6.90% | 6.90% | Q4 2014 | Q4 2014 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2018 | Q4 2018 | 1 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
H2O AM LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Optiver US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2021 | Q3 2021 | 1 |
Point72 Asia (Singapore) Pte. Ltd. | 1 | 1 | 19.25% | 19.25% | 19.25% | Q3 2017 | Q3 2017 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
TCS CAPITAL MANAGEMENT LLC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q1 2017 | Q1 2017 | 1 |
CRAMER ROSENTHAL MCGLYNN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WILLIAM HARRIS INVESTORS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Thiel Macro LLC | 1 | 1 | 6.22% | 6.22% | 6.22% | Q1 2018 | Q1 2018 | 1 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2016 | Q3 2016 | 1 |
Pathlight Investors LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2018 | Q4 2018 | 1 |
CYRUS CAPITAL PARTNERS, L.P. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
QUENTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2016 | Q3 2016 | 1 |
Grace & Mercy Foundation, Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2014 | Q3 2014 | 1 |
JFG Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
XTX MARKETS LLC | 1 | 1 | 5.31% | 5.31% | 5.31% | Q4 2019 | Q4 2019 | 1 |
Centerstone Investors, LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2022 | Q3 2022 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2016 | Q4 2016 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Partners Value Investments L.P. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Bernardo Wealth Planning LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Adirondack Research & Management Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2021 | Q3 2021 | 1 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Advisory Resource Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
General Equity Holdings LP | 1 | 1 | 4.64% | 4.64% | 4.64% | Q2 2018 | Q2 2018 | 1 |
BEACONLIGHT CAPITAL, LLC | 1 | 1 | 2.78% | 2.78% | 2.78% | Q2 2020 | Q2 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
VAN DEN BERG MANAGEMENT I, INC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2018 | Q4 2018 | 1 |
Tipp Hill Capital Management LLC | 1 | 1 | 3.30% | 3.30% | 3.30% | Q1 2015 | Q1 2015 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Goldstein Munger & Associates | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
BERYLSON CAPITAL PARTNERS, LLC | 1 | 1 | 3.04% | 3.04% | 3.04% | Q4 2020 | Q4 2020 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2018 | Q1 2018 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Edgewood Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Coalescence Partners Investment Management, LP | 1 | 1 | 6.24% | 6.24% | 6.24% | Q4 2020 | Q4 2020 | 1 |
Gruss Capital Management LP | 1 | 1 | 8.29% | 8.29% | 8.29% | Q1 2018 | Q1 2018 | 1 |
CASTLEROCK ASSET MANAGEMENT INC | 1 | 1 | 18.74% | 18.74% | 18.74% | Q3 2014 | Q3 2014 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Addison Capital Co | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2017 | Q4 2017 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NORTH AMERICAN MANAGEMENT CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2016 | Q2 2016 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
One Fin Capital Management LP | 1 | 1 | 2.42% | 2.42% | 2.42% | Q1 2023 | Q1 2023 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2020 | Q1 2020 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2017 | Q1 2017 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Yelin Lapidot Holdings Management Ltd. | 1 | 1 | 3.33% | 3.33% | 3.33% | Q3 2023 | Q3 2023 | 1 |
Renasant Bank | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Foxhaven Asset Management, LP | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2014 | Q3 2014 | 1 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 1.94% | 1.94% | 1.94% | Q3 2014 | Q3 2014 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ROAM Global Management LP | 1 | 1 | 2.53% | 2.53% | 2.53% | Q4 2020 | Q4 2020 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 1.85% | 1.85% | 1.85% | Q4 2014 | Q4 2014 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Napier Park Global Capital (US) LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2014 | Q3 2014 | 1 |
CHATHAM CAPITAL GROUP, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2019 | Q3 2019 | 1 |
H7 Holdings, LLC | 1 | 1 | 41.66% | 41.66% | 41.66% | Q4 2016 | Q4 2016 | 1 |
Asset Management Advisors, LLC | 1 | 1 | 5.62% | 5.62% | 5.62% | Q2 2021 | Q2 2021 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CONNORS INVESTOR SERVICES INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
Think Investments LLC | 1 | 1 | 14.28% | 14.28% | 14.28% | Q4 2014 | Q4 2014 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Hartree Partners, LP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2023 | Q1 2023 | 1 |
Cruiser Capital Advisors, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q4 2020 | Q4 2020 | 1 |
Ziff Brothers Investments, L.L.C. | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2015 | Q3 2015 | 1 |
Railway Pension Investments Ltd | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2020 | Q2 2020 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Avondale Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
SEVEN LOCKS CAPITAL MANAGEMENT LP | 1 | 1 | 2.29% | 2.29% | 2.29% | Q2 2016 | Q2 2016 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Truvvo Partners LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2015 | Q4 2015 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2014 | Q3 2014 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Hatteras Investment Partners, LP | 1 | 1 | 3.44% | 3.44% | 3.44% | Q3 2016 | Q3 2016 | 1 |
SAM Advisors, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2021 | Q3 2021 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2017 | Q1 2017 | 1 |
ALLSTATE CORP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2015 | Q1 2015 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
TRUST CO OF OKLAHOMA | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
Valtura Capital Partners LLC | 1 | 1 | 7.17% | 7.17% | 7.17% | Q4 2016 | Q4 2016 | 1 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2018 | Q1 2018 | 1 |
DARUMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Altman Advisors, Inc. | 1 | 1 | 1.63% | 1.63% | 1.63% | Q2 2018 | Q2 2018 | 1 |
FengHe Fund Management Pte. Ltd. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2020 | Q3 2020 | 1 |
Trust Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Harborview Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2018 | Q3 2018 | 1 |
MOSELEY INVESTMENT MANAGEMENT INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kaizen Capital Partners Ltd | 1 | 1 | 21.78% | 21.78% | 21.78% | Q1 2023 | Q1 2023 | 1 |
SURIENCE PRIVATE WEALTH LLC | 1 | 1 | 3.26% | 3.26% | 3.26% | Q3 2023 | Q3 2023 | 1 |
Wedmont Private Capital | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Royal Capital Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Caldwell Investment Management Ltd. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
Bedell Frazier Investment Counselling, LLC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2014 | Q4 2014 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Endowment Wealth Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Octahedron Capital Management L.P. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
NOVARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
LaFleur & Godfrey LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Strong Tower Advisory Services | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2021 | Q3 2021 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Zenyatta Capital Management LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Nekton Capital Ltd. | 1 | 1 | 3.96% | 3.96% | 3.96% | Q2 2022 | Q2 2022 | 1 |
Rinkey Investments | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ACCIDENT COMPENSATION CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
First Washington CORP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
AM Squared Ltd | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2023 | Q1 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cowen Prime Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Derbend Asset Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Boulegeris Investments, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
Steadfast Capital Management (UK) Ltd. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
Philosophy Capital Management LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q3 2023 | Q3 2023 | 1 |
CIDEL ASSET MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
LH Capital Markets, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Archon Capital Management LLC | 1 | 1 | 2.51% | 2.51% | 2.51% | Q3 2021 | Q3 2021 | 1 |
Choate Investment Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Invst, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
683 Capital Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Goodman Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 1.39% | 1.39% | 1.39% | Q2 2021 | Q2 2021 | 1 |
Caerus Investment Advisors, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2022 | Q2 2022 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
MPAM CREDIT TRADING PARTNERS L.P. | 1 | 1 | 1.65% | 1.65% | 1.65% | Q1 2015 | Q1 2015 | 1 |
Next Level Private LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2022 | Q2 2022 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
REDMONT WEALTH ADVISORS LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
SMITH HAYES Advisers, Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
William Allan Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Benchmark Investment Advisors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Serengeti Asset Management LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2015 | Q2 2015 | 1 |
Exane Asset Management | 1 | 1 | 8.74% | 8.74% | 8.74% | Q2 2020 | Q2 2020 | 1 |
Telemark Asset Management, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2018 | Q2 2018 | 1 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 1 | 1 | 1.54% | 1.54% | 1.54% | Q4 2022 | Q4 2022 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Tahithromos, L.L.C. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2014 | Q3 2014 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Quent Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
RWQ Financial Management Services, Inc. | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2023 | Q1 2023 | 1 |
Monashee Investment Management LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2018 | Q2 2018 | 1 |
Simplify Asset Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Brenner West Capital Advisors | 1 | 1 | 4.02% | 4.02% | 4.02% | Q3 2018 | Q3 2018 | 1 |
COMPASS FINANCIAL ADVISORS LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Vienna Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
OAK FAMILY ADVISORS, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2020 | Q4 2020 | 1 |
RICHELIEU GESTION SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Privium Fund Management (UK) Ltd | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2021 | Q3 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Pale Fire Capital SE | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own ALIBABA GROUP HLDG LTD or have owned ALIBABA GROUP HLDG LTD in the past.