Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.57% | 3.72% | Q1 2012 | Q3 2023 | 144 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.04% | 0.40% | 1.82% | Q1 2012 | Q3 2023 | 138 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.04% | 0.56% | 2.61% | Q2 2013 | Q3 2023 | 126 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.05% | 1.65% | 5.50% | Q2 2013 | Q3 2023 | 126 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.02% | 0.33% | 1.73% | Q2 2013 | Q3 2023 | 126 |
CITIGROUP INC | 42 | 42 | 0.08% | 0.47% | 1.60% | Q2 2013 | Q3 2023 | 126 |
NOMURA HOLDINGS INC | 44 | 44 | 0.00% | 0.82% | 8.46% | Q4 2012 | Q3 2023 | 125 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.40% | 2.42% | Q2 2013 | Q3 2023 | 124 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.41% | 2.18% | Q2 2013 | Q3 2023 | 122 |
BARCLAYS PLC | 42 | 42 | 0.07% | 0.57% | 2.50% | Q2 2013 | Q3 2023 | 118 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.29% | 1.06% | Q2 2013 | Q3 2023 | 115 |
CAPSTONE INVESTMENT ADVISORS, LLC | 30 | 11 | 0.00% | 0.86% | 4.13% | Q2 2013 | Q3 2023 | 112 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.68% | 2.23% | Q2 2013 | Q3 2023 | 110 |
Creative Planning | 42 | 42 | 0.00% | 0.16% | 0.84% | Q2 2013 | Q3 2023 | 110 |
Twin Tree Management, LP | 42 | 1 | 0.01% | 0.32% | 1.98% | Q4 2012 | Q3 2023 | 108 |
UBS Group AG | 36 | 36 | 0.01% | 0.43% | 1.65% | Q4 2014 | Q3 2023 | 108 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.50% | 2.41% | Q1 2013 | Q3 2023 | 107 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.36% | 1.68% | Q2 2013 | Q3 2023 | 105 |
JANE STREET GROUP, LLC | 38 | 38 | 0.03% | 2.14% | 8.47% | Q2 2014 | Q3 2023 | 100 |
Citadel Advisors | 42 | 42 | 0.00% | 1.39% | 5.37% | Q2 2013 | Q3 2023 | 99 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.50% | 2.47% | Q3 2013 | Q3 2023 | 97 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 1.31% | 18.25% | Q4 2015 | Q3 2023 | 95 |
CAPITAL FUND MANAGEMENT S.A. | 28 | 1 | 0.01% | 0.27% | 1.58% | Q2 2013 | Q3 2023 | 92 |
HAP Trading, LLC | 42 | 42 | 0.00% | 0.54% | 4.84% | Q2 2013 | Q3 2023 | 92 |
MILLENNIUM MANAGEMENT LLC | 30 | 4 | 0.00% | 0.57% | 2.70% | Q2 2013 | Q3 2023 | 92 |
TWO SIGMA INVESTMENTS, LP | 24 | 1 | 0.00% | 0.27% | 1.46% | Q3 2013 | Q3 2023 | 85 |
Jefferies Group LLC | 38 | 38 | 0.00% | 0.10% | 0.83% | Q2 2013 | Q3 2022 | 84 |
HighTower Advisors, LLC | 17 | 8 | 0.00% | 0.40% | 1.68% | Q2 2013 | Q3 2023 | 83 |
Laurion Capital Management LP | 20 | 1 | 0.00% | 0.81% | 4.34% | Q2 2013 | Q3 2023 | 83 |
Paloma Partners Management Co | 27 | 1 | 0.00% | 0.20% | 1.60% | Q2 2013 | Q3 2023 | 82 |
WOLVERINE ASSET MANAGEMENT LLC | 17 | 1 | 0.00% | 0.16% | 0.93% | Q2 2013 | Q3 2023 | 82 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 1.33% | 13.50% | Q2 2013 | Q3 2023 | 80 |
WOLVERINE TRADING, LLC | 13 | 1 | 0.04% | 2.07% | 6.81% | Q3 2016 | Q3 2023 | 78 |
TWO SIGMA SECURITIES, LLC | 27 | 1 | 0.00% | 0.77% | 2.46% | Q4 2014 | Q3 2023 | 77 |
PRELUDE CAPITAL MANAGEMENT, LLC | 43 | 43 | 0.00% | 0.42% | 5.69% | Q1 2013 | Q3 2023 | 76 |
CREDIT AGRICOLE S A | 42 | 42 | 0.00% | 1.19% | 3.80% | Q2 2013 | Q3 2023 | 74 |
BALYASNY ASSET MANAGEMENT L.P. | 30 | 1 | 0.02% | 0.37% | 1.68% | Q2 2013 | Q3 2023 | 70 |
MUFG Securities EMEA plc | 20 | 2 | 0.02% | 1.04% | 8.04% | Q4 2013 | Q3 2023 | 70 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.44% | 1.52% | Q2 2013 | Q3 2023 | 70 |
BlackRock Inc. | 42 | 42 | 0.00% | 1.00% | 3.21% | Q2 2013 | Q3 2023 | 67 |
MAPLELANE CAPITAL, LLC | 18 | 1 | 0.00% | 3.91% | 16.82% | Q3 2013 | Q3 2023 | 66 |
Lido Advisors, LLC | 28 | 2 | 0.00% | 0.38% | 1.16% | Q1 2016 | Q3 2023 | 65 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.35% | 1.17% | Q2 2013 | Q3 2023 | 62 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.69% | 5.12% | Q2 2013 | Q2 2018 | 60 |
MARSHALL WACE, LLP | 39 | 1 | 0.01% | 0.94% | 3.92% | Q2 2013 | Q3 2023 | 60 |
Daiwa Securities Group Inc. | 42 | 42 | 0.02% | 0.38% | 1.21% | Q2 2013 | Q3 2023 | 60 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 1.16% | 4.57% | Q3 2018 | Q3 2023 | 60 |
Financial Architects, Inc | 38 | 2 | 0.00% | 0.35% | 4.15% | Q2 2013 | Q2 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.79% | 2.87% | Q1 2009 | Q3 2023 | 59 |
XR Securities LLC | 22 | 22 | 0.01% | 0.75% | 6.43% | Q2 2018 | Q3 2023 | 59 |
Covenant Asset Management, LLC | 28 | 28 | 0.05% | 2.96% | 24.18% | Q4 2016 | Q3 2023 | 59 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.61% | 3.32% | Q1 2013 | Q3 2023 | 58 |
TUDOR INVESTMENT CORP ET AL | 19 | 2 | 0.01% | 0.23% | 2.53% | Q4 2013 | Q3 2023 | 58 |
MAI Capital Management | 35 | 35 | 0.00% | 0.74% | 3.34% | Q1 2015 | Q3 2023 | 57 |
Invesco Ltd. | 42 | 42 | 0.00% | 1.18% | 3.40% | Q2 2013 | Q3 2023 | 57 |
Point72 Asset Management, L.P. | 27 | 9 | 0.03% | 0.93% | 3.25% | Q3 2014 | Q3 2023 | 56 |
CenterStar Asset Management, LLC | 18 | 2 | 0.00% | 0.68% | 7.38% | Q4 2017 | Q3 2023 | 56 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.64% | 1.89% | Q2 2013 | Q3 2023 | 56 |
Rehmann Capital Advisory Group | 24 | 1 | 0.12% | 0.45% | 0.94% | Q4 2008 | Q3 2023 | 56 |
Calamos Advisors LLC | 42 | 42 | 0.02% | 1.39% | 2.93% | Q2 2013 | Q3 2023 | 55 |
Squarepoint Ops LLC | 26 | 1 | 0.02% | 0.53% | 1.85% | Q3 2016 | Q3 2023 | 55 |
Lombard Odier Asset Management (USA) Corp | 27 | 4 | 0.03% | 1.04% | 4.27% | Q2 2013 | Q3 2023 | 55 |
Centiva Capital, LP | 21 | 1 | 0.00% | 0.77% | 6.36% | Q4 2017 | Q3 2023 | 55 |
TREMBLANT CAPITAL GROUP | 31 | 10 | 0.96% | 3.50% | 7.41% | Q2 2013 | Q3 2023 | 55 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.20% | 2.57% | 20.75% | Q4 2013 | Q3 2023 | 54 |
Alkeon Capital Management | 30 | 7 | 0.43% | 1.61% | 3.42% | Q2 2013 | Q3 2023 | 54 |
MILLER VALUE PARTNERS, LLC | 40 | 40 | 0.03% | 4.39% | 13.68% | Q2 2013 | Q1 2023 | 54 |
MISSION WEALTH MANAGEMENT, LP | 33 | 33 | 0.00% | 0.40% | 1.11% | Q3 2015 | Q3 2023 | 54 |
TCI Wealth Advisors, Inc. | 30 | 13 | 0.07% | 1.51% | 4.83% | Q4 2012 | Q3 2023 | 53 |
MUFG Americas Holdings Corp | 48 | 48 | 0.04% | 0.89% | 4.38% | Q4 2010 | Q3 2022 | 53 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 1.30% | 3.97% | Q2 2013 | Q3 2023 | 52 |
Verition Fund Management LLC | 23 | 2 | 0.01% | 1.56% | 8.70% | Q4 2013 | Q3 2023 | 52 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.00% | 1.22% | 2.83% | Q2 2013 | Q3 2023 | 52 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.25% | 0.90% | Q2 2014 | Q3 2023 | 52 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.87% | 2.62% | Q4 2014 | Q3 2023 | 51 |
COMMERCE BANK | 43 | 43 | 0.00% | 1.07% | 2.97% | Q1 2013 | Q3 2023 | 51 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.12% | 1.17% | 3.37% | Q2 2013 | Q3 2023 | 50 |
BOOTHBAY FUND MANAGEMENT, LLC | 30 | 1 | 0.03% | 0.75% | 3.97% | Q2 2015 | Q3 2023 | 50 |
CIBC WORLD MARKET INC. | 34 | 7 | 0.00% | 0.48% | 1.83% | Q2 2013 | Q3 2023 | 50 |
AMALGAMATED BANK | 40 | 10 | 0.49% | 1.75% | 3.76% | Q4 2010 | Q3 2023 | 50 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.54% | 1.21% | Q2 2013 | Q3 2023 | 49 |
QCM Cayman, Ltd. | 16 | 1 | 0.23% | 3.76% | 11.30% | Q2 2013 | Q3 2023 | 49 |
PointState Capital LP | 28 | 2 | 0.01% | 2.83% | 13.58% | Q2 2013 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.28% | 1.33% | 3.01% | Q3 2011 | Q3 2023 | 49 |
Bank of New York Mellon Corp | 46 | 46 | 0.00% | 1.31% | 3.33% | Q2 2012 | Q3 2023 | 49 |
Linscomb & Williams, Inc. | 35 | 3 | 0.01% | 0.31% | 0.83% | Q1 2014 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.45% | 1.26% | 2.71% | Q3 2011 | Q3 2023 | 49 |
TWO SIGMA ADVISERS, LP | 19 | 2 | 0.00% | 0.66% | 1.83% | Q2 2013 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.07% | 1.50% | 3.46% | Q4 2011 | Q3 2023 | 48 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.00% | 1.01% | 3.09% | Q1 2017 | Q3 2023 | 48 |
CWM, LLC | 20 | 2 | 0.00% | 0.26% | 0.84% | Q3 2013 | Q3 2023 | 48 |
Avalon Global Asset Management LLC | 40 | 40 | 1.62% | 4.09% | 6.28% | Q4 2013 | Q3 2023 | 47 |
Mirae Asset Global Investments Co., Ltd. | 42 | 5 | 0.05% | 1.76% | 3.79% | Q2 2011 | Q3 2023 | 47 |
GAM Holding AG | 42 | 42 | 0.00% | 0.70% | 2.08% | Q2 2013 | Q3 2023 | 47 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.85% | 2.09% | Q2 2013 | Q3 2023 | 47 |
DRW Securities, LLC | 9 | 1 | 0.01% | 0.81% | 4.56% | Q4 2013 | Q3 2023 | 47 |
Capula Management Ltd | 11 | 6 | 0.01% | 1.24% | 4.96% | Q2 2019 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.02% | 0.25% | 0.95% | Q1 2012 | Q3 2023 | 47 |
GLENMEDE TRUST CO NA | 45 | 1 | 0.00% | 0.26% | 0.97% | Q1 2008 | Q3 2023 | 46 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 1.28% | 3.36% | Q2 2013 | Q3 2023 | 46 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.04% | 1.65% | 3.16% | Q2 2013 | Q3 2023 | 46 |
RATIONAL ADVISORS LLC | 29 | 1 | 0.00% | 0.64% | 2.97% | Q1 2010 | Q3 2023 | 46 |
SCOTIA CAPITAL INC. | 28 | 13 | 0.01% | 0.86% | 2.08% | Q2 2013 | Q3 2023 | 46 |
WS MANAGEMENT LLLP | 26 | 7 | 0.19% | 1.74% | 8.54% | Q4 2014 | Q3 2023 | 46 |
SIGNATUREFD, LLC | 42 | 42 | 0.00% | 0.47% | 1.27% | Q2 2013 | Q3 2023 | 46 |
NWAM LLC | 46 | 46 | 0.20% | 1.14% | 2.84% | Q2 2012 | Q3 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 1.32% | 3.10% | Q2 2013 | Q3 2023 | 46 |
SNS Financial Group, LLC | 38 | 2 | 0.00% | 0.39% | 1.40% | Q3 2013 | Q3 2023 | 45 |
Private Wealth Partners, LLC | 42 | 42 | 0.00% | 3.49% | 7.53% | Q2 2013 | Q3 2023 | 45 |
Sculptor Capital LP | 20 | 1 | 0.00% | 1.50% | 6.08% | Q2 2013 | Q3 2023 | 45 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.03% | 0.66% | 2.24% | Q4 2013 | Q1 2018 | 45 |
SECOR Capital Advisors, LP | 18 | 18 | 0.02% | 0.38% | 1.02% | Q4 2014 | Q1 2019 | 45 |
Cetera Advisors LLC | 42 | 42 | 0.00% | 0.67% | 1.72% | Q2 2013 | Q3 2023 | 45 |
Tortoise Investment Management, LLC | 44 | 44 | 0.00% | 0.07% | 0.25% | Q4 2012 | Q3 2023 | 44 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.01% | 0.53% | 1.18% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.42% | 1.40% | 2.82% | Q4 2012 | Q3 2023 | 44 |
Weiss Multi-Strategy Advisers LLC | 17 | 5 | 0.02% | 0.39% | 2.00% | Q2 2013 | Q3 2023 | 44 |
WMS Partners, LLC | 35 | 35 | 0.04% | 0.68% | 2.34% | Q1 2015 | Q3 2023 | 44 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.04% | 0.53% | 1.24% | Q4 2012 | Q3 2023 | 44 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 1.05% | 2.25% | Q2 2013 | Q3 2023 | 44 |
JAG CAPITAL MANAGEMENT, LLC | 41 | 41 | 0.01% | 3.58% | 5.29% | Q3 2013 | Q3 2023 | 44 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 37 | 4 | 0.03% | 0.29% | 4.14% | Q2 2013 | Q3 2023 | 44 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.47% | 0.96% | Q2 2013 | Q3 2023 | 44 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 1.61% | 3.05% | Q2 2013 | Q3 2023 | 44 |
M&R CAPITAL MANAGEMENT INC | 43 | 43 | 0.11% | 1.24% | 3.09% | Q2 2013 | Q4 2023 | 43 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.46% | 1.21% | Q2 2013 | Q3 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.57% | 1.90% | 3.47% | Q1 2013 | Q3 2023 | 43 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 1.28% | 2.46% | Q2 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.04% | 0.71% | 1.63% | Q1 2013 | Q3 2023 | 43 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.51% | 2.06% | Q2 2013 | Q3 2023 | 43 |
Moors & Cabot, Inc. | 38 | 38 | 0.00% | 1.00% | 2.37% | Q2 2014 | Q3 2023 | 43 |
BALDWIN BROTHERS LLC/MA | 43 | 43 | 0.07% | 3.91% | 6.16% | Q2 2013 | Q4 2023 | 43 |
TORONTO DOMINION BANK | 36 | 2 | 0.01% | 1.34% | 5.18% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.01% | 0.96% | 2.84% | Q4 2012 | Q3 2023 | 43 |
Kovack Advisors, Inc. | 34 | 1 | 0.00% | 2.18% | 4.86% | Q2 2014 | Q3 2023 | 43 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 1.75% | 3.76% | Q2 2013 | Q3 2023 | 43 |
Peregrine Asset Advisers, Inc. | 43 | 43 | 0.32% | 2.59% | 6.81% | Q1 2013 | Q3 2023 | 43 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 43 | 43 | 0.25% | 1.81% | 4.02% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.49% | 1.72% | 3.40% | Q1 2013 | Q3 2023 | 43 |
NATIXIS | 12 | 1 | 0.01% | 1.62% | 6.40% | Q2 2013 | Q3 2023 | 43 |
Dynamic Advisor Solutions LLC | 33 | 2 | 0.00% | 0.73% | 1.76% | Q4 2013 | Q3 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.18% | 1.21% | 2.83% | Q1 2013 | Q3 2023 | 43 |
DAVENPORT & Co LLC | 42 | 42 | 0.00% | 1.02% | 1.82% | Q2 2013 | Q3 2023 | 43 |
Centre Asset Management, LLC | 43 | 43 | 1.62% | 4.19% | 6.83% | Q2 2013 | Q4 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.51% | 2.03% | 4.17% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.10% | 0.37% | 0.77% | Q4 2012 | Q2 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.55% | 1.82% | 3.76% | Q1 2013 | Q3 2023 | 43 |
Rothschild Capital Partners, LLC | 42 | 42 | 0.30% | 4.67% | 8.69% | Q2 2013 | Q3 2023 | 43 |
SHEETS SMITH WEALTH MANAGEMENT | 43 | 43 | 0.12% | 1.14% | 2.60% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.83% | 3.80% | Q1 2013 | Q3 2023 | 43 |
WCM INVESTMENT MANAGEMENT, LLC | 43 | 43 | 0.01% | 0.58% | 1.88% | Q1 2013 | Q3 2023 | 43 |
FULTON BANK, N.A. | 43 | 43 | 0.05% | 0.53% | 1.27% | Q2 2013 | Q4 2023 | 43 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.06% | 2.43% | 5.02% | Q2 2013 | Q3 2023 | 43 |
KLINGENSTEIN FIELDS & CO LP | 42 | 42 | 0.00% | 1.38% | 2.99% | Q2 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.10% | 0.42% | 0.92% | Q1 2013 | Q3 2023 | 43 |
NEXT CENTURY GROWTH INVESTORS LLC | 42 | 42 | 0.08% | 0.52% | 1.14% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 41 | 41 | 0.01% | 1.02% | 2.43% | Q3 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.02% | 0.90% | 2.17% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.05% | 1.19% | 2.62% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.04% | 0.20% | 0.44% | Q2 2013 | Q3 2023 | 42 |
CapWealth Advisors, LLC | 42 | 42 | 0.43% | 1.43% | 2.38% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.26% | 1.94% | 3.83% | Q2 2013 | Q3 2023 | 42 |
PineBridge Investments, L.P. | 42 | 42 | 0.00% | 1.26% | 3.61% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.17% | 1.66% | 3.31% | Q2 2013 | Q3 2023 | 42 |
RWC Asset Management LLP | 42 | 42 | 0.15% | 3.32% | 7.72% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.40% | 1.78% | 3.89% | Q2 2012 | Q4 2022 | 42 |
Mariner, LLC | 28 | 13 | 0.00% | 0.63% | 1.42% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 40 | 40 | 0.01% | 0.41% | 0.87% | Q4 2013 | Q3 2023 | 42 |
Bridgecreek Investment Management, LLC | 42 | 42 | 1.25% | 3.75% | 6.60% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.51% | 1.63% | 2.83% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.19% | 1.22% | 2.20% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 1.40% | 3.63% | 6.38% | Q2 2013 | Q3 2023 | 42 |
BRISTOL JOHN W & CO INC /NY/ | 42 | 42 | 1.82% | 3.61% | 5.80% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.66% | 2.37% | 4.20% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.26% | 1.65% | 3.86% | Q2 2013 | Q3 2023 | 42 |
Baldwin Investment Management, LLC | 42 | 42 | 0.41% | 0.83% | 1.37% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 2.05% | 3.22% | Q2 2013 | Q3 2023 | 42 |
BAMCO INC /NY/ | 42 | 42 | 0.03% | 0.35% | 0.70% | Q2 2013 | Q3 2023 | 42 |
Employees Retirement System of Texas | 42 | 42 | 0.44% | 1.68% | 3.74% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.06% | 0.42% | 0.96% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.24% | 0.64% | Q2 2013 | Q3 2023 | 42 |
LOOMIS SAYLES & CO L P | 42 | 42 | 0.42% | 4.24% | 6.75% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.10% | 0.22% | 0.61% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.02% | 1.49% | 3.42% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.44% | 1.66% | 2.88% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.01% | 0.77% | 1.81% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.07% | 0.42% | 1.04% | Q2 2013 | Q3 2023 | 42 |
Vision Capital Management, Inc. | 42 | 42 | 0.14% | 2.80% | 4.14% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.00% | 1.09% | 2.46% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.07% | 0.58% | 1.90% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.57% | 2.23% | 4.53% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.09% | 0.67% | 1.38% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.78% | 1.73% | 2.89% | Q2 2013 | Q3 2023 | 42 |
ENTERPRISE FINANCIAL SERVICES CORP | 42 | 42 | 0.04% | 0.49% | 2.22% | Q2 2013 | Q3 2023 | 42 |
HERITAGE INVESTORS MANAGEMENT CORP | 42 | 42 | 0.02% | 0.70% | 1.83% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.24% | 1.10% | 1.83% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Counsel, Inc | 42 | 42 | 0.15% | 2.34% | 4.98% | Q2 2013 | Q3 2023 | 42 |
MARTINGALE ASSET MANAGEMENT L P | 42 | 42 | 0.01% | 0.66% | 1.63% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.47% | 2.63% | 5.05% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.44% | 1.69% | 3.42% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.17% | 1.26% | 2.50% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.39% | 2.66% | 5.36% | Q2 2013 | Q3 2023 | 42 |
FIL Ltd | 42 | 42 | 0.19% | 0.79% | 2.07% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.09% | 0.96% | 2.14% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.19% | 1.89% | 4.11% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 0.95% | 2.15% | 3.50% | Q2 2013 | Q3 2023 | 42 |
Capital Research Global Investors | 42 | 42 | 1.70% | 2.78% | 4.20% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.24% | 2.36% | 4.27% | Q2 2013 | Q3 2023 | 42 |
MCF Advisors LLC | 32 | 3 | 0.00% | 0.07% | 0.27% | Q4 2011 | Q3 2023 | 42 |
Bath Savings Trust Co | 42 | 42 | 0.40% | 1.18% | 2.56% | Q2 2013 | Q3 2023 | 42 |
FRED ALGER MANAGEMENT, LLC | 42 | 42 | 0.66% | 4.39% | 7.67% | Q2 2013 | Q3 2023 | 42 |
Birch Hill Investment Advisors LLC | 42 | 42 | 1.89% | 4.04% | 6.33% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.06% | 0.60% | 1.15% | Q2 2013 | Q3 2023 | 42 |
INTRUST BANK NA | 42 | 42 | 0.46% | 1.29% | 2.34% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.03% | 0.45% | 1.35% | Q2 2013 | Q3 2023 | 42 |
Apriem Advisors | 42 | 42 | 0.01% | 1.28% | 3.11% | Q2 2013 | Q3 2023 | 42 |
EADS & HEALD WEALTH MANAGEMENT | 42 | 42 | 0.87% | 1.48% | 2.20% | Q2 2013 | Q3 2023 | 42 |
QUEST INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.74% | 2.65% | 5.19% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.09% | 0.70% | 1.58% | Q2 2013 | Q3 2023 | 42 |
DAVIS SELECTED ADVISERS | 42 | 42 | 0.01% | 5.27% | 8.44% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.26% | 1.12% | 2.30% | Q2 2013 | Q3 2023 | 42 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.00% | 0.95% | 2.17% | Q3 2013 | Q4 2023 | 42 |
ABNER HERRMAN & BROCK LLC | 42 | 42 | 0.13% | 0.61% | 2.96% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.13% | 1.32% | 2.92% | Q2 2013 | Q3 2023 | 42 |
ING GROEP NV | 28 | 14 | 0.04% | 2.31% | 7.59% | Q1 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.42% | 1.70% | 3.52% | Q2 2013 | Q3 2023 | 42 |
BRIDGES INVESTMENT MANAGEMENT INC | 42 | 42 | 0.28% | 1.93% | 4.67% | Q2 2013 | Q3 2023 | 42 |
FIRST AMERICAN TRUST, FSB | 42 | 42 | 1.04% | 2.29% | 4.05% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.02% | 1.11% | 2.94% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.04% | 1.34% | 3.42% | Q2 2013 | Q3 2023 | 42 |
Crestwood Advisors Group, LLC | 42 | 42 | 0.10% | 1.17% | 2.78% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.60% | 2.56% | 5.32% | Q2 2013 | Q3 2023 | 42 |
Exchange Capital Management, Inc. | 42 | 42 | 0.01% | 2.29% | 3.27% | Q2 2013 | Q3 2023 | 42 |
West Oak Capital, LLC | 42 | 42 | 0.01% | 0.92% | 2.02% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.03% | 0.60% | 1.21% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.14% | 2.23% | 3.75% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.45% | 2.07% | 4.06% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.32% | 1.98% | 4.34% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.24% | 0.82% | 1.47% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 1.13% | 2.64% | Q2 2013 | Q3 2023 | 42 |
MEYER HANDELMAN CO | 42 | 42 | 0.07% | 0.64% | 1.52% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.86% | 1.72% | 3.19% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.01% | 1.94% | 4.20% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.08% | 1.77% | 3.54% | Q2 2013 | Q3 2023 | 42 |
Luxor Capital Group, LP | 26 | 1 | 0.01% | 2.67% | 11.14% | Q3 2016 | Q3 2023 | 42 |
Goodman Financial Corp | 42 | 42 | 2.21% | 3.74% | 5.31% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.40% | 2.09% | 4.24% | Q2 2013 | Q3 2023 | 42 |
INTACT INVESTMENT MANAGEMENT INC. | 42 | 42 | 0.02% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.29% | 1.94% | 3.96% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.24% | 1.12% | 2.60% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.59% | 1.52% | 2.76% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.26% | 1.14% | 2.86% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.01% | 0.66% | 1.32% | Q2 2013 | Q3 2023 | 42 |
Essex Financial Services, Inc. | 42 | 42 | 0.08% | 1.37% | 3.92% | Q2 2013 | Q3 2023 | 42 |
JENNISON ASSOCIATES LLC | 42 | 42 | 1.56% | 4.24% | 7.08% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.49% | 1.99% | 4.14% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.66% | 2.23% | 4.78% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.68% | 1.97% | 3.44% | Q2 2013 | Q3 2023 | 42 |
ATALANTA SOSNOFF CAPITAL, LLC | 42 | 42 | 0.08% | 3.77% | 6.63% | Q2 2013 | Q3 2023 | 42 |
TWIN CAPITAL MANAGEMENT INC | 42 | 42 | 0.21% | 1.79% | 3.53% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.33% | 1.22% | 2.33% | Q2 2013 | Q3 2023 | 42 |
HMS Capital Management, LLC | 29 | 29 | 0.08% | 1.00% | 2.36% | Q3 2016 | Q3 2023 | 42 |
B & T Capital Management DBA Alpha Capital Management | 42 | 42 | 1.28% | 1.87% | 2.69% | Q2 2013 | Q3 2023 | 42 |
MACKENZIE FINANCIAL CORP | 42 | 42 | 0.06% | 0.55% | 1.89% | Q2 2013 | Q3 2023 | 42 |
Cohen Klingenstein LLC | 42 | 42 | 2.33% | 4.61% | 8.91% | Q2 2013 | Q3 2023 | 42 |
Capital International Sarl | 42 | 42 | 0.19% | 1.15% | 2.54% | Q2 2013 | Q3 2023 | 42 |
CAPITAL INTERNATIONAL LTD /CA/ | 42 | 42 | 0.25% | 2.77% | 8.03% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.08% | 1.78% | 11.49% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.14% | 2.09% | 4.42% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.40% | 1.52% | 2.84% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.25% | 1.70% | 3.31% | Q2 2013 | Q3 2023 | 42 |
Ledyard National Bank | 42 | 42 | 0.00% | 1.28% | 2.95% | Q2 2013 | Q3 2023 | 42 |
Calamos Wealth Management LLC | 42 | 42 | 0.50% | 1.65% | 3.53% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 0.03% | 0.81% | 2.50% | Q2 2013 | Q3 2023 | 42 |
Douglass Winthrop Advisors, LLC | 42 | 42 | 0.04% | 1.14% | 3.18% | Q2 2013 | Q3 2023 | 42 |
Foxhaven Asset Management, LP | 40 | 40 | 0.86% | 7.90% | 14.90% | Q4 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.00% | 0.25% | 0.79% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.02% | 0.39% | 0.76% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.04% | 0.43% | 1.15% | Q2 2013 | Q3 2023 | 42 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 42 | 42 | 3.92% | 6.01% | 8.14% | Q2 2013 | Q3 2023 | 42 |
USS Investment Management Ltd | 42 | 42 | 0.18% | 1.81% | 3.21% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.10% | 0.98% | 2.08% | Q2 2013 | Q3 2023 | 42 |
Narwhal Capital Management | 42 | 42 | 0.15% | 1.42% | 3.59% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.41% | 2.33% | 4.70% | Q2 2013 | Q3 2023 | 42 |
GLYNN CAPITAL MANAGEMENT LLC | 42 | 42 | 0.53% | 6.34% | 12.48% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.12% | 0.49% | 0.93% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.77% | 2.15% | 3.71% | Q2 2013 | Q3 2023 | 42 |
VALICENTI ADVISORY SERVICES INC | 42 | 42 | 3.33% | 6.36% | 9.67% | Q2 2013 | Q3 2023 | 42 |
CPWM, LLC | 34 | 4 | 0.43% | 3.22% | 10.41% | Q4 2011 | Q3 2022 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.13% | 0.46% | 1.06% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.42% | 2.14% | 4.06% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.89% | 2.29% | 3.91% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.04% | 0.36% | 0.81% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.11% | 1.54% | 2.98% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.06% | 1.77% | 4.77% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.39% | 1.83% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.48% | 1.96% | 4.47% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.29% | 0.95% | 2.45% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.22% | 2.13% | 4.07% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.13% | 0.93% | 2.19% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.12% | 0.85% | 2.07% | Q2 2013 | Q3 2023 | 42 |
BARINGS LLC | 42 | 42 | 0.06% | 0.42% | 1.33% | Q2 2013 | Q3 2023 | 42 |
Winslow Capital Management, LLC | 42 | 42 | 0.93% | 5.01% | 9.02% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.47% | 1.71% | 3.46% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.65% | 2.15% | 3.76% | Q2 2013 | Q3 2023 | 42 |
Sand Hill Global Advisors, LLC | 42 | 42 | 0.56% | 1.07% | 1.57% | Q2 2013 | Q3 2023 | 42 |
Baillie Gifford | 42 | 42 | 3.31% | 7.51% | 9.96% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.09% | 0.64% | 1.30% | Q2 2013 | Q3 2023 | 42 |
Bedell Frazier Investment Counselling, LLC | 42 | 42 | 2.21% | 3.85% | 7.97% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.22% | 1.58% | 3.06% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.19% | 1.12% | 2.43% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.03% | 0.61% | 1.96% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.26% | 2.11% | 4.38% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.55% | 2.04% | 3.78% | Q2 2013 | Q3 2023 | 42 |
SSI INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.03% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
NORRIS PERNE & FRENCH LLP/MI | 42 | 42 | 0.05% | 0.62% | 1.97% | Q2 2013 | Q3 2023 | 42 |
MONTRUSCO BOLTON INVESTMENTS INC. | 42 | 42 | 0.25% | 2.09% | 5.63% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.03% | 0.69% | 1.86% | Q2 2013 | Q3 2023 | 42 |
CONGRESS ASSET MANAGEMENT CO /MA | 42 | 42 | 0.02% | 0.87% | 1.98% | Q2 2013 | Q3 2023 | 42 |
Financial Management Professionals, Inc. | 42 | 42 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.59% | 1.57% | 3.14% | Q2 2013 | Q3 2023 | 42 |
Capital International, Inc./CA/ | 42 | 42 | 0.22% | 1.21% | 4.02% | Q2 2013 | Q3 2023 | 42 |
BENDER ROBERT & ASSOCIATES | 42 | 42 | 1.95% | 5.48% | 8.69% | Q2 2013 | Q3 2023 | 42 |
Somerset Group LLC | 42 | 42 | 0.29% | 2.65% | 4.75% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.06% | 1.18% | 2.76% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 2.23% | 4.82% | Q2 2013 | Q3 2023 | 42 |
FACTORY MUTUAL INSURANCE CO | 42 | 42 | 0.80% | 2.69% | 5.96% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.03% | 2.19% | 4.42% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.32% | 1.72% | 3.39% | Q2 2013 | Q3 2023 | 42 |
Freedom Investment Management, Inc. | 42 | 42 | 0.04% | 0.22% | 0.66% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.03% | 0.96% | 4.78% | Q2 2013 | Q3 2023 | 42 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 42 | 42 | 3.95% | 6.02% | 8.30% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.32% | 1.45% | 2.71% | Q2 2013 | Q3 2023 | 42 |
INVESTMENT HOUSE LLC | 42 | 42 | 0.47% | 2.38% | 4.29% | Q2 2013 | Q3 2023 | 42 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 42 | 42 | 0.12% | 0.89% | 2.04% | Q2 2013 | Q3 2023 | 42 |
Selkirk Management LLC | 42 | 42 | 1.82% | 13.11% | 37.62% | Q2 2013 | Q3 2023 | 42 |
PRIMECAP MANAGEMENT CO/CA/ | 42 | 42 | 0.05% | 0.40% | 1.05% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.22% | 0.75% | 1.61% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.40% | 1.45% | 2.87% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.51% | 1.81% | 3.46% | Q2 2013 | Q3 2023 | 42 |
CASTLEARK MANAGEMENT LLC | 42 | 42 | 0.01% | 1.74% | 4.03% | Q2 2013 | Q3 2023 | 42 |
Capital International Investors | 42 | 42 | 0.53% | 1.77% | 4.17% | Q2 2013 | Q3 2023 | 42 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.17% | 0.46% | 0.72% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.30% | 1.11% | 2.49% | Q2 2013 | Q3 2023 | 42 |
Bollard Group LLC | 42 | 42 | 0.02% | 2.30% | 5.54% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.24% | 1.65% | 3.00% | Q2 2013 | Q3 2023 | 42 |
RIVERBRIDGE PARTNERS LLC | 42 | 42 | 0.04% | 0.92% | 1.56% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 42 | 42 | 2.18% | 11.81% | 22.45% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.75% | 2.55% | 4.85% | Q2 2013 | Q3 2023 | 42 |
TCTC Holdings, LLC | 42 | 42 | 0.03% | 0.51% | 1.15% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 1.13% | 1.83% | 3.10% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.56% | 1.92% | 3.89% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.59% | 2.25% | 4.31% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.72% | 1.83% | 4.04% | Q2 2013 | Q3 2023 | 42 |
HOWE & RUSLING INC | 42 | 42 | 0.00% | 1.21% | 3.15% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 0.13% | 0.56% | 1.31% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.56% | 2.14% | 4.25% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.65% | 2.00% | 3.69% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.01% | 1.52% | 3.28% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.14% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Benin Management CORP | 42 | 42 | 0.14% | 0.79% | 1.66% | Q2 2013 | Q3 2023 | 42 |
National Mutual Insurance Federation of Agricultural Cooperatives | 42 | 42 | 0.04% | 0.20% | 0.42% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.51% | 1.25% | 2.22% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.23% | 1.18% | 2.49% | Q2 2013 | Q3 2023 | 42 |
EASTERN BANK | 42 | 42 | 0.05% | 1.29% | 2.71% | Q2 2013 | Q3 2023 | 42 |
MOGY JOEL R INVESTMENT COUNSEL INC | 42 | 42 | 0.47% | 2.98% | 5.71% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.28% | 1.20% | 2.28% | Q2 2013 | Q3 2023 | 42 |
Granite Investment Partners, LLC | 42 | 42 | 1.02% | 1.69% | 2.52% | Q2 2013 | Q3 2023 | 42 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 42 | 42 | 0.53% | 3.09% | 6.17% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.46% | 1.65% | 3.32% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.71% | 2.94% | 6.02% | Q2 2013 | Q3 2023 | 42 |
Aspen Investment Management Inc | 42 | 42 | 0.29% | 1.03% | 4.99% | Q2 2013 | Q3 2023 | 42 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 42 | 42 | 0.01% | 0.59% | 2.26% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.16% | 0.36% | 0.68% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.64% | 2.22% | 4.31% | Q2 2013 | Q3 2023 | 42 |
Horrell Capital Management, Inc. | 42 | 42 | 0.00% | 0.40% | 2.30% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.01% | 0.31% | 0.57% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 1.51% | 3.51% | 5.72% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.01% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.09% | 1.72% | 3.74% | Q2 2013 | Q3 2023 | 42 |
Family Management Corp | 42 | 42 | 0.10% | 2.10% | 4.50% | Q2 2013 | Q3 2023 | 42 |
ADELL HARRIMAN & CARPENTER INC | 42 | 42 | 0.47% | 2.31% | 4.43% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.71% | 1.96% | 3.59% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.06% | 0.80% | 2.10% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.53% | 2.05% | 4.07% | Q2 2013 | Q3 2023 | 42 |
Coatue Management | 42 | 42 | 0.76% | 4.03% | 8.32% | Q2 2013 | Q3 2023 | 42 |
DELTA ASSET MANAGEMENT LLC/TN | 42 | 42 | 0.00% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.57% | 1.96% | 3.80% | Q2 2013 | Q3 2023 | 42 |
CAPITAL ADVISORS INC/OK | 42 | 42 | 0.91% | 1.43% | 2.00% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.28% | 1.62% | 3.84% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.46% | 1.59% | 3.17% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.20% | 0.77% | 1.25% | Q2 2013 | Q3 2023 | 42 |
SCGE MANAGEMENT, L.P. | 42 | 42 | 3.68% | 7.19% | 12.82% | Q2 2013 | Q3 2023 | 42 |
Edgewood Management | 42 | 42 | 0.01% | 4.57% | 7.40% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.27% | 1.81% | 3.49% | Q2 2013 | Q3 2023 | 42 |
Contour Asset Management LLC | 15 | 1 | 0.08% | 3.61% | 8.12% | Q3 2013 | Q3 2023 | 42 |
Timber Creek Capital Management LLC | 42 | 42 | 0.02% | 3.96% | 7.03% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.55% | 1.96% | 3.94% | Q2 2013 | Q3 2023 | 42 |
PATHSTONE FAMILY OFFICE, LLC | 34 | 7 | 0.00% | 0.57% | 1.24% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.06% | 0.67% | 3.03% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.06% | 0.37% | 1.08% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.12% | 1.60% | 3.55% | Q2 2013 | Q3 2023 | 42 |
Atria Investments, Inc | 42 | 42 | 0.01% | 0.56% | 1.63% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Life Insurance Co | 42 | 42 | 0.28% | 1.08% | 2.78% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 1.55% | 3.07% | 4.67% | Q2 2013 | Q3 2023 | 42 |
TCW GROUP INC | 42 | 42 | 0.73% | 2.62% | 5.01% | Q2 2013 | Q3 2023 | 42 |
Lombard Odier Asset Management (Switzerland) SA | 14 | 1 | 0.04% | 0.79% | 2.24% | Q2 2014 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 2.01% | 5.34% | Q2 2013 | Q3 2023 | 42 |
Main Street Research LLC | 42 | 42 | 0.07% | 2.12% | 4.49% | Q2 2013 | Q3 2023 | 42 |
DOCK STREET ASSET MANAGEMENT INC | 42 | 42 | 1.56% | 7.72% | 14.60% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.56% | 1.79% | 4.18% | Q2 2013 | Q3 2023 | 42 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.65% | 2.49% | 4.88% | Q3 2013 | Q3 2023 | 41 |
Sandy Spring Bank | 38 | 3 | 0.01% | 1.21% | 2.45% | Q2 2013 | Q3 2023 | 41 |
OARSMAN CAPITAL, INC. | 41 | 41 | 0.15% | 0.60% | 1.76% | Q3 2013 | Q3 2023 | 41 |
Wellington Shields Capital Management, LLC | 40 | 1 | 0.04% | 1.22% | 3.20% | Q2 2013 | Q3 2023 | 41 |
DUBUQUE BANK & TRUST CO | 41 | 41 | 0.00% | 0.29% | 1.16% | Q3 2013 | Q3 2023 | 41 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.00% | 1.05% | 2.18% | Q4 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 1.09% | 10.91% | Q4 2013 | Q3 2023 | 41 |
TRUST CO OF TOLEDO NA /OH/ | 41 | 41 | 0.18% | 0.84% | 1.77% | Q4 2013 | Q4 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 1 | 0.01% | 0.29% | 0.66% | Q2 2013 | Q3 2023 | 41 |
Artisan Partners Limited Partnership | 20 | 6 | 0.02% | 0.69% | 1.49% | Q2 2013 | Q3 2023 | 41 |
DAVIS R M INC | 41 | 41 | 0.02% | 0.85% | 2.26% | Q3 2013 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 18 | 0.10% | 1.24% | 2.80% | Q2 2013 | Q3 2023 | 41 |
Beech Hill Advisors, Inc. | 35 | 6 | 0.22% | 2.56% | 4.81% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 1.02% | 2.16% | Q2 2013 | Q3 2023 | 41 |
GILDER GAGNON HOWE & CO LLC | 41 | 41 | 2.51% | 4.70% | 9.19% | Q3 2013 | Q3 2023 | 41 |
Perigon Wealth Management, LLC | 40 | 1 | 0.27% | 1.26% | 2.17% | Q3 2011 | Q3 2023 | 41 |
NEVILLE RODIE & SHAW INC | 36 | 5 | 0.02% | 0.56% | 1.81% | Q3 2013 | Q4 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.12% | 1.36% | 2.46% | Q2 2013 | Q3 2023 | 41 |
Ipswich Investment Management Co., Inc. | 21 | 20 | 0.15% | 1.45% | 2.66% | Q2 2013 | Q3 2023 | 41 |
Nippon Life Global Investors Americas, Inc. | 35 | 6 | 0.17% | 3.00% | 5.61% | Q2 2013 | Q3 2023 | 41 |
Elite Wealth Management, Inc. | 24 | 17 | 0.16% | 2.98% | 11.64% | Q3 2012 | Q3 2023 | 41 |
OLD SECOND NATIONAL BANK OF AURORA | 39 | 2 | 0.00% | 0.67% | 2.13% | Q2 2013 | Q3 2023 | 41 |
Schonfeld Strategic Advisors LLC | 31 | 31 | 0.00% | 0.65% | 3.91% | Q1 2016 | Q3 2023 | 41 |
LORD, ABBETT & CO. LLC | 35 | 6 | 0.00% | 0.54% | 1.50% | Q2 2013 | Q3 2023 | 41 |
THORNBURG INVESTMENT MANAGEMENT INC | 38 | 3 | 0.01% | 0.22% | 0.80% | Q2 2013 | Q3 2023 | 41 |
BTG Pactual Global Asset Management Ltd | 10 | 1 | 0.11% | 1.73% | 5.91% | Q4 2013 | Q3 2023 | 41 |
Nikko Asset Management Americas, Inc. | 34 | 7 | 0.04% | 1.25% | 6.29% | Q2 2013 | Q3 2023 | 41 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 36 | 5 | 0.04% | 0.16% | 0.34% | Q2 2013 | Q3 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.40% | 1.46% | 3.26% | Q3 2013 | Q3 2023 | 41 |
BAILARD, INC. | 41 | 41 | 0.04% | 0.60% | 1.46% | Q3 2013 | Q3 2023 | 41 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 34 | 1 | 0.08% | 1.46% | 3.47% | Q1 2012 | Q3 2023 | 41 |
EP Wealth Advisors, LLC | 24 | 17 | 0.07% | 1.03% | 2.12% | Q2 2013 | Q3 2023 | 41 |
Telemark Asset Management, LLC | 41 | 41 | 2.55% | 9.99% | 18.60% | Q3 2013 | Q3 2023 | 41 |
Roundview Capital LLC | 34 | 7 | 0.08% | 1.26% | 2.48% | Q2 2013 | Q3 2023 | 41 |
TOMPKINS FINANCIAL CORP | 28 | 3 | 0.02% | 0.62% | 1.52% | Q2 2013 | Q4 2023 | 41 |
CYPRESS ASSET MANAGEMENT INC/TX | 41 | 41 | 0.11% | 1.57% | 4.01% | Q2 2013 | Q2 2023 | 41 |
Waverton Investment Management Ltd | 37 | 4 | 0.33% | 4.49% | 8.21% | Q2 2013 | Q3 2023 | 41 |
PRECEPT MANAGEMENT LLC | 28 | 28 | 0.08% | 4.07% | 25.86% | Q4 2016 | Q3 2023 | 41 |
Mizuho Markets Cayman LP | 13 | 2 | 0.00% | 2.60% | 13.99% | Q4 2019 | Q3 2023 | 41 |
OAK ASSOCIATES LTD /OH/ | 40 | 1 | 2.47% | 5.87% | 9.78% | Q2 2013 | Q3 2023 | 41 |
FIRST CITIZENS BANK & TRUST CO | 35 | 6 | 0.06% | 0.85% | 1.85% | Q2 2013 | Q3 2023 | 41 |
PARSONS CAPITAL MANAGEMENT INC/RI | 28 | 13 | 0.48% | 1.95% | 3.94% | Q2 2013 | Q3 2023 | 41 |
Vigilant Capital Management, LLC | 41 | 41 | 0.04% | 1.89% | 4.36% | Q2 2013 | Q2 2023 | 41 |
Portland Global Advisors LLC | 41 | 41 | 0.11% | 0.36% | 1.51% | Q3 2013 | Q3 2023 | 41 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 41 | 41 | 0.08% | 1.74% | 3.37% | Q3 2013 | Q3 2023 | 41 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 34 | 7 | 0.17% | 2.13% | 3.82% | Q2 2013 | Q3 2023 | 41 |
PRUDENTIAL PLC | 41 | 41 | 0.12% | 0.77% | 2.49% | Q3 2013 | Q3 2023 | 41 |
NISA INVESTMENT ADVISORS, LLC | 34 | 7 | 0.44% | 1.48% | 3.04% | Q2 2013 | Q3 2023 | 41 |
Hanson & Doremus Investment Management | 41 | 41 | 0.00% | 0.17% | 0.75% | Q3 2013 | Q3 2023 | 41 |
Rafferty Asset Management, LLC | 41 | 41 | 0.03% | 0.21% | 0.67% | Q3 2013 | Q3 2023 | 41 |
Palisades Hudson Asset Management, L.P. | 31 | 10 | 0.24% | 0.75% | 1.36% | Q2 2013 | Q3 2023 | 41 |
BIRINYI ASSOCIATES INC | 41 | 41 | 2.57% | 8.22% | 13.57% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.39% | 1.80% | 4.05% | Q1 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.62% | 1.85% | 3.71% | Q2 2013 | Q3 2023 | 41 |
ASSOCIATED BANC-CORP | 41 | 41 | 0.32% | 1.78% | 3.48% | Q3 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.28% | 1.77% | 3.56% | Q3 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.12% | 0.86% | 2.22% | Q2 2013 | Q3 2023 | 41 |
LOGAN CAPITAL MANAGEMENT INC | 41 | 41 | 1.27% | 2.87% | 4.36% | Q3 2013 | Q3 2023 | 41 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 36 | 5 | 0.10% | 1.32% | 4.27% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.10% | 1.20% | 2.66% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.04% | 1.32% | 2.89% | Q2 2013 | Q3 2023 | 41 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 41 | 41 | 0.12% | 1.18% | 2.38% | Q3 2013 | Q3 2023 | 41 |
NewSquare Capital LLC | 41 | 41 | 0.00% | 0.12% | 0.54% | Q3 2013 | Q3 2023 | 41 |
Avestar Capital, LLC | 24 | 24 | 0.01% | 2.25% | 5.40% | Q4 2017 | Q3 2023 | 41 |
JONES FINANCIAL COMPANIES LLLP | 38 | 2 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 40 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 5 | 0.23% | 1.33% | 2.72% | Q2 2013 | Q3 2023 | 40 |
United Asset Strategies, Inc. | 32 | 4 | 0.14% | 1.75% | 3.32% | Q2 2013 | Q3 2023 | 40 |
SALEM INVESTMENT COUNSELORS INC | 39 | 1 | 0.06% | 2.10% | 4.97% | Q2 2013 | Q3 2023 | 40 |
WASHINGTON TRUST BANK | 40 | 40 | 0.03% | 0.99% | 2.95% | Q4 2013 | Q3 2023 | 40 |
ClariVest Asset Management LLC | 28 | 6 | 0.09% | 2.86% | 5.62% | Q2 2013 | Q3 2023 | 40 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 6 | 0.13% | 0.64% | 1.70% | Q3 2013 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.20% | 0.98% | 2.09% | Q4 2013 | Q3 2023 | 40 |
Hartford Financial Management Inc. | 32 | 1 | 0.08% | 0.41% | 0.87% | Q2 2013 | Q3 2023 | 40 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35 | 35 | 0.04% | 0.68% | 1.72% | Q1 2015 | Q3 2023 | 40 |
STATE STREET CORP | 32 | 8 | 0.49% | 1.81% | 3.51% | Q2 2013 | Q3 2023 | 40 |
First Long Island Investors, LLC | 36 | 4 | 0.55% | 3.29% | 5.09% | Q2 2013 | Q3 2023 | 40 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.01% | 1.49% | 4.44% | Q4 2015 | Q3 2023 | 40 |
Raab & Moskowitz Asset Management LLC | 40 | 40 | 0.38% | 1.14% | 2.02% | Q4 2013 | Q3 2023 | 40 |
D'Orazio & Associates, Inc. | 40 | 40 | 0.02% | 0.19% | 0.44% | Q4 2013 | Q3 2023 | 40 |
WASHINGTON TRUST Co | 40 | 40 | 0.02% | 2.42% | 4.26% | Q4 2013 | Q3 2023 | 40 |
Blume Capital Management, Inc. | 40 | 40 | 0.07% | 0.64% | 1.82% | Q4 2013 | Q3 2023 | 40 |
Bank Pictet & Cie (Europe) AG | 33 | 6 | 0.10% | 5.93% | 9.77% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.01% | 0.30% | 0.80% | Q4 2013 | Q3 2023 | 40 |
Alberta Investment Management Corp | 34 | 6 | 0.02% | 0.59% | 1.37% | Q3 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.65% | 2.50% | 4.83% | Q3 2013 | Q3 2023 | 40 |
PICTET BANK & TRUST Ltd | 40 | 40 | 0.10% | 3.28% | 9.34% | Q4 2013 | Q3 2023 | 40 |
TIEMANN INVESTMENT ADVISORS, LLC | 40 | 40 | 0.39% | 1.02% | 1.79% | Q4 2013 | Q3 2023 | 40 |
WBH ADVISORY INC | 37 | 3 | 0.07% | 0.29% | 0.72% | Q3 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.04% | 1.01% | 2.42% | Q4 2013 | Q3 2023 | 40 |
LEE DANNER & BASS INC | 40 | 40 | 0.09% | 1.42% | 2.64% | Q4 2013 | Q3 2023 | 40 |
CIM INVESTMENT MANAGEMENT INC | 38 | 2 | 0.38% | 1.39% | 2.60% | Q2 2013 | Q3 2023 | 40 |
CAMBRIDGE TRUST CO | 40 | 40 | 0.02% | 2.07% | 3.97% | Q4 2013 | Q3 2023 | 40 |
MAIRS & POWER INC | 40 | 40 | 0.00% | 0.95% | 4.02% | Q4 2013 | Q3 2023 | 40 |
SIGMA INVESTMENT COUNSELORS INC | 40 | 40 | 0.50% | 0.97% | 1.50% | Q4 2013 | Q3 2023 | 40 |
BANQUE PICTET & CIE SA | 33 | 6 | 0.02% | 5.49% | 11.00% | Q4 2013 | Q3 2023 | 40 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 28 | 6 | 0.02% | 0.92% | 2.29% | Q2 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.19% | 0.93% | 2.52% | Q4 2013 | Q3 2023 | 40 |
EVERMAY WEALTH MANAGEMENT LLC | 40 | 40 | 0.18% | 1.19% | 2.37% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.41% | 1.86% | 3.86% | Q4 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.01% | 0.09% | 0.23% | Q4 2013 | Q3 2023 | 40 |
Zweig-DiMenna Associates LLC | 35 | 3 | 0.30% | 2.86% | 5.49% | Q2 2013 | Q3 2023 | 40 |
MOORE CAPITAL MANAGEMENT, LP | 21 | 5 | 0.01% | 1.74% | 4.56% | Q3 2013 | Q3 2023 | 40 |
ANDERSON HOAGLAND & CO | 40 | 40 | 0.87% | 4.57% | 11.71% | Q4 2013 | Q3 2023 | 40 |
CANADA PENSION PLAN INVESTMENT BOARD | 31 | 9 | 0.00% | 0.71% | 1.87% | Q3 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.60% | 2.38% | 4.50% | Q4 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.03% | 0.21% | 0.59% | Q2 2013 | Q1 2023 | 40 |
Mathes Company, Inc. | 34 | 2 | 2.53% | 4.53% | 7.37% | Q2 2013 | Q3 2023 | 40 |
Prospera Financial Services Inc | 40 | 40 | 0.07% | 0.86% | 3.47% | Q4 2013 | Q3 2023 | 40 |
SFMG, LLC | 30 | 1 | 0.01% | 0.56% | 1.41% | Q1 2015 | Q3 2023 | 40 |
CADINHA & CO LLC | 40 | 40 | 0.18% | 1.46% | 3.54% | Q4 2013 | Q3 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 0.02% | 0.26% | 1.06% | Q4 2013 | Q3 2023 | 40 |
Tarbox Family Office, Inc. | 40 | 40 | 0.03% | 0.20% | 0.42% | Q4 2013 | Q3 2023 | 40 |
Diversified Trust Co | 36 | 1 | 0.08% | 0.56% | 1.18% | Q2 2013 | Q4 2023 | 40 |
LSV ASSET MANAGEMENT | 40 | 40 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 40 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 0.58% | 1.10% | 1.64% | Q4 2017 | Q3 2023 | 40 |
Sands Capital Management | 33 | 7 | 0.00% | 5.89% | 8.48% | Q2 2013 | Q3 2023 | 40 |
Fiera Capital Corp | 40 | 40 | 0.03% | 0.19% | 0.64% | Q4 2013 | Q3 2023 | 40 |
BURNS J W & CO INC/NY | 40 | 40 | 0.07% | 1.56% | 3.12% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.04% | 1.44% | 2.86% | Q4 2013 | Q4 2023 | 40 |
Gruss & Co., LLC | 37 | 3 | 0.96% | 8.28% | 19.57% | Q2 2013 | Q3 2023 | 40 |
MONETARY MANAGEMENT GROUP INC | 40 | 40 | 0.62% | 2.62% | 5.01% | Q4 2013 | Q3 2023 | 40 |
Edge Wealth Management LLC | 40 | 40 | 0.00% | 0.68% | 1.52% | Q4 2013 | Q3 2023 | 40 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 40 | 40 | 0.06% | 0.20% | 0.36% | Q4 2013 | Q3 2023 | 40 |
Smithfield Trust Co | 40 | 40 | 0.00% | 0.22% | 0.55% | Q4 2013 | Q3 2023 | 40 |
Stonebridge Capital Advisors LLC | 40 | 40 | 0.75% | 1.31% | 2.71% | Q4 2013 | Q3 2023 | 40 |
Point72 Hong Kong Ltd | 11 | 1 | 0.00% | 0.42% | 3.76% | Q1 2015 | Q3 2023 | 39 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 39 | 39 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q3 2023 | 39 |
Curbstone Financial Management Corp | 39 | 39 | 0.53% | 1.14% | 1.72% | Q2 2014 | Q4 2023 | 39 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 1.14% | 8.06% | Q3 2017 | Q3 2023 | 39 |
KCM INVESTMENT ADVISORS LLC | 35 | 4 | 0.02% | 1.11% | 2.77% | Q4 2013 | Q3 2023 | 39 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 30 | 2 | 1.42% | 6.89% | 21.23% | Q4 2014 | Q3 2023 | 39 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 39 | 39 | 0.01% | 0.44% | 0.95% | Q1 2014 | Q3 2023 | 39 |
PRIVATE ASSET MANAGEMENT INC | 38 | 1 | 0.06% | 1.59% | 3.42% | Q2 2013 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.61% | 2.15% | 4.24% | Q1 2014 | Q3 2023 | 39 |
Bellecapital International Ltd. | 29 | 10 | 0.17% | 2.72% | 5.78% | Q4 2013 | Q3 2023 | 39 |
FAIRFIELD, BUSH & CO. | 32 | 2 | 0.53% | 4.38% | 9.37% | Q2 2013 | Q3 2023 | 39 |
MOUNT VERNON ASSOCIATES INC /MD/ | 39 | 39 | 0.92% | 5.46% | 9.40% | Q1 2014 | Q3 2023 | 39 |
Supplemental Annuity Collective Trust of NJ | 39 | 39 | 0.58% | 3.12% | 6.33% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.60% | 2.16% | 4.04% | Q1 2014 | Q3 2023 | 39 |
PICTON MAHONEY ASSET MANAGEMENT | 35 | 1 | 0.08% | 1.73% | 4.00% | Q3 2013 | Q3 2023 | 39 |
1832 Asset Management L.P. | 35 | 4 | 0.06% | 0.66% | 2.20% | Q2 2013 | Q3 2023 | 39 |
GIRARD PARTNERS LTD. | 22 | 17 | 0.43% | 1.44% | 2.42% | Q4 2013 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.05% | 0.86% | 2.07% | Q2 2013 | Q4 2022 | 39 |
Hemenway Trust Co LLC | 26 | 1 | 0.00% | 1.27% | 3.29% | Q1 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.12% | 0.97% | 2.08% | Q1 2014 | Q3 2023 | 39 |
Aureus Asset Management, LLC | 30 | 9 | 0.05% | 2.70% | 5.39% | Q4 2013 | Q3 2023 | 39 |
Kemnay Advisory Services Inc. | 39 | 39 | 2.10% | 6.66% | 13.52% | Q1 2014 | Q3 2023 | 39 |
FULLER & THALER ASSET MANAGEMENT, INC. | 34 | 1 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.12% | 1.32% | 3.26% | Q2 2013 | Q4 2022 | 39 |
CHURCHILL MANAGEMENT Corp | 35 | 4 | 0.02% | 0.49% | 2.46% | Q2 2013 | Q3 2023 | 39 |
BECK MACK & OLIVER LLC | 39 | 39 | 0.01% | 0.06% | 0.15% | Q1 2014 | Q3 2023 | 39 |
BANK PICTET & CIE (ASIA) LTD | 33 | 6 | 0.29% | 6.86% | 12.74% | Q4 2013 | Q3 2023 | 39 |
Sustainable Growth Advisers, LP | 39 | 39 | 2.29% | 4.75% | 6.64% | Q1 2014 | Q3 2023 | 39 |
NORTHEAST INVESTMENT MANAGEMENT | 28 | 11 | 0.60% | 3.68% | 6.49% | Q4 2013 | Q3 2023 | 39 |
Traynor Capital Management, Inc. | 34 | 34 | 0.00% | 7.39% | 14.24% | Q2 2015 | Q3 2023 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.01% | 0.39% | 1.06% | Q1 2014 | Q3 2023 | 39 |
STALEY CAPITAL ADVISERS INC | 37 | 2 | 0.03% | 0.80% | 2.30% | Q4 2013 | Q3 2023 | 39 |
Compagnie Lombard Odier SCmA | 38 | 1 | 0.14% | 2.84% | 7.29% | Q4 2013 | Q3 2023 | 39 |
CKW FINANCIAL GROUP | 37 | 2 | 0.00% | 0.04% | 0.58% | Q4 2013 | Q3 2023 | 39 |
New Jersey Better Educational Savings Trust | 39 | 39 | 0.65% | 3.33% | 6.88% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.03% | 2.81% | 5.50% | Q1 2014 | Q3 2023 | 39 |
MIDDLETON & CO INC/MA | 39 | 39 | 0.80% | 4.36% | 7.57% | Q1 2014 | Q3 2023 | 39 |
Sequoia Financial Advisors, LLC | 28 | 11 | 0.03% | 0.56% | 1.92% | Q4 2013 | Q3 2023 | 39 |
GARDNER LEWIS ASSET MANAGEMENT L P | 38 | 1 | 0.61% | 1.79% | 3.79% | Q2 2013 | Q3 2023 | 39 |
Reynders McVeigh Capital Management, LLC | 29 | 10 | 0.06% | 0.89% | 1.95% | Q4 2013 | Q3 2023 | 39 |
Blue Fin Capital, Inc. | 38 | 1 | 0.16% | 3.72% | 7.78% | Q4 2013 | Q3 2023 | 39 |
DnB Asset Management AS | 39 | 39 | 0.11% | 1.35% | 2.93% | Q2 2014 | Q4 2023 | 39 |
Cannell & Co. | 39 | 39 | 0.01% | 0.88% | 2.80% | Q1 2014 | Q3 2023 | 39 |
IMS Capital Management | 39 | 39 | 0.79% | 2.08% | 3.86% | Q1 2014 | Q3 2023 | 39 |
Columbia Asset Management | 33 | 6 | 0.31% | 1.81% | 3.71% | Q4 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.43% | 1.97% | 4.40% | Q1 2014 | Q3 2023 | 39 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 1.16% | 2.55% | Q2 2015 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.07% | 1.71% | 4.77% | Q2 2013 | Q4 2022 | 39 |
CHILTON CAPITAL MANAGEMENT LLC | 36 | 3 | 0.00% | 2.45% | 3.96% | Q2 2013 | Q3 2023 | 39 |
Nan Shan Life Insurance Co., Ltd. | 39 | 39 | 0.34% | 2.74% | 6.55% | Q1 2014 | Q3 2023 | 39 |
EagleClaw Capital Managment, LLC | 39 | 39 | 0.97% | 2.75% | 4.28% | Q1 2014 | Q3 2023 | 39 |
WESTWOOD MANAGEMENT CORP /IL/ | 35 | 4 | 0.03% | 6.78% | 10.79% | Q2 2013 | Q3 2023 | 39 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.15% | 0.59% | 1.13% | Q2 2013 | Q3 2023 | 39 |
PRIO WEALTH LIMITED PARTNERSHIP | 39 | 39 | 0.01% | 1.75% | 3.43% | Q1 2014 | Q3 2023 | 39 |
EULAV Asset Management | 38 | 38 | 0.10% | 0.97% | 1.72% | Q2 2014 | Q3 2023 | 38 |
Dorsey & Whitney Trust CO LLC | 34 | 4 | 0.05% | 0.62% | 1.58% | Q2 2013 | Q3 2023 | 38 |
Melvin Capital Management LP | 21 | 8 | 0.81% | 3.65% | 9.06% | Q4 2014 | Q1 2022 | 38 |
Garde Capital, Inc. | 38 | 38 | 0.14% | 0.77% | 1.75% | Q2 2014 | Q3 2023 | 38 |
FAYEZ SAROFIM & CO | 38 | 38 | 0.00% | 1.14% | 3.04% | Q2 2014 | Q3 2023 | 38 |
IPG Investment Advisors LLC | 38 | 38 | 0.25% | 2.75% | 6.26% | Q2 2014 | Q3 2023 | 38 |
ATWOOD & PALMER INC | 38 | 38 | 0.01% | 0.09% | 0.15% | Q2 2014 | Q3 2023 | 38 |
Northeast Financial Consultants Inc | 29 | 1 | 0.28% | 1.73% | 3.04% | Q4 2013 | Q3 2023 | 38 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 31 | 3 | 0.03% | 0.23% | 0.46% | Q4 2013 | Q3 2023 | 38 |
VONTOBEL ASSET MANAGEMENT INC | 32 | 6 | 0.02% | 3.68% | 7.04% | Q2 2013 | Q3 2023 | 38 |
OAK RIDGE INVESTMENTS LLC | 38 | 38 | 0.06% | 2.34% | 4.93% | Q2 2014 | Q3 2023 | 38 |
WELCH & FORBES LLC | 28 | 2 | 0.01% | 0.44% | 1.08% | Q4 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.64% | 2.44% | 4.70% | Q2 2013 | Q3 2022 | 38 |
Winch Advisory Services, LLC | 35 | 3 | 0.00% | 4.34% | 7.96% | Q1 2014 | Q3 2023 | 38 |
Strategic Advisors LLC | 33 | 1 | 0.16% | 2.94% | 6.75% | Q3 2013 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.62% | 4.22% | 8.12% | Q2 2013 | Q3 2022 | 38 |
Hudock, Inc. | 38 | 38 | 0.01% | 0.21% | 0.60% | Q2 2014 | Q3 2023 | 38 |
FIRST INTERSTATE BANK | 28 | 10 | 0.25% | 1.06% | 2.91% | Q1 2014 | Q3 2023 | 38 |
Gradient Investments LLC | 32 | 1 | 0.00% | 0.46% | 1.36% | Q2 2013 | Q3 2023 | 38 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 30 | 3 | 0.39% | 5.07% | 18.97% | Q2 2013 | Q3 2023 | 38 |
AGF INVESTMENTS INC. | 38 | 38 | 0.37% | 1.59% | 2.84% | Q2 2013 | Q3 2022 | 38 |
Virtu Financial LLC | 10 | 1 | 0.02% | 0.33% | 1.15% | Q2 2013 | Q2 2023 | 38 |
JOHNSON INVESTMENT COUNSEL INC | 37 | 1 | 0.01% | 0.34% | 0.71% | Q4 2013 | Q3 2023 | 38 |
Jump Trading, LLC | 10 | 1 | 0.01% | 1.16% | 5.61% | Q4 2013 | Q1 2019 | 38 |
PARK NATIONAL CORP /OH/ | 33 | 2 | 0.02% | 0.32% | 1.10% | Q3 2013 | Q4 2023 | 38 |
JBF Capital, Inc. | 33 | 33 | 0.00% | 4.42% | 10.91% | Q3 2015 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.54% | 2.18% | 3.76% | Q2 2014 | Q3 2023 | 38 |
STEPHENS INC /AR/ | 21 | 17 | 0.03% | 0.58% | 1.38% | Q2 2013 | Q3 2023 | 38 |
Stillwater Investment Management, LLC | 38 | 38 | 0.82% | 2.30% | 4.53% | Q4 2013 | Q1 2023 | 38 |
Morningstar Investment Services LLC | 38 | 38 | 0.01% | 0.55% | 1.54% | Q2 2014 | Q3 2023 | 38 |
B. Riley Wealth Advisors, Inc. | 34 | 1 | 0.00% | 1.42% | 2.60% | Q4 2013 | Q3 2023 | 38 |
Stephens Investment Management Group LLC | 21 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
Baker Avenue Asset Management, LP | 36 | 1 | 0.00% | 0.91% | 2.03% | Q3 2013 | Q3 2023 | 38 |
GFS Advisors, LLC | 38 | 38 | 0.02% | 1.56% | 7.34% | Q2 2014 | Q3 2023 | 38 |
Bowling Portfolio Management LLC | 38 | 38 | 0.11% | 1.39% | 3.70% | Q2 2013 | Q3 2022 | 38 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.08% | 0.93% | 1.97% | Q2 2013 | Q3 2023 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.73% | 1.92% | 3.34% | Q2 2013 | Q3 2022 | 38 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 38 | 38 | 1.02% | 3.07% | 5.21% | Q2 2014 | Q3 2023 | 38 |
ZEVIN ASSET MANAGEMENT LLC | 38 | 38 | 0.08% | 1.53% | 3.34% | Q2 2014 | Q3 2023 | 38 |
Manchester Capital Management LLC | 38 | 38 | 0.07% | 0.86% | 2.61% | Q2 2014 | Q3 2023 | 38 |
Brown Advisory Securities, LLC | 38 | 38 | 0.53% | 3.53% | 9.93% | Q2 2013 | Q3 2022 | 38 |
Barton Investment Management | 28 | 2 | 5.98% | 11.46% | 16.60% | Q2 2013 | Q3 2023 | 38 |
CENTRAL SECURITIES CORP | 38 | 38 | 0.67% | 2.96% | 5.68% | Q2 2014 | Q3 2023 | 38 |
ACADIAN ASSET MANAGEMENT LLC | 22 | 1 | 0.00% | 0.52% | 2.07% | Q4 2013 | Q3 2023 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.66% | 2.01% | 4.04% | Q2 2013 | Q2 2022 | 37 |
Convergence Investment Partners, LLC | 28 | 3 | 0.03% | 0.92% | 1.96% | Q4 2013 | Q3 2023 | 37 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 21 | 16 | 0.07% | 0.95% | 2.42% | Q2 2014 | Q3 2023 | 37 |
Focused Wealth Management, Inc | 19 | 18 | 0.03% | 0.34% | 0.95% | Q3 2013 | Q3 2023 | 37 |
Regal Partners Ltd | 37 | 37 | 4.39% | 16.62% | 33.47% | Q3 2014 | Q3 2023 | 37 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.00% | 0.90% | 1.63% | Q2 2013 | Q3 2023 | 37 |
ACG Wealth | 36 | 1 | 0.64% | 1.92% | 3.78% | Q2 2013 | Q3 2022 | 37 |
Liberty Capital Management, Inc. | 19 | 1 | 0.94% | 2.23% | 4.12% | Q2 2013 | Q3 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q4 2023 | 37 |
Personal Capital Advisors Corp | 37 | 37 | 0.51% | 0.84% | 1.16% | Q4 2013 | Q4 2022 | 37 |
Winfield Associates, Inc. | 34 | 34 | 0.15% | 4.61% | 9.05% | Q4 2013 | Q1 2022 | 37 |
Tower Research Capital LLC (TRC) | 16 | 2 | 0.00% | 1.01% | 3.74% | Q2 2013 | Q3 2023 | 37 |
Motley Fool Asset Management LLC | 23 | 14 | 0.46% | 3.76% | 6.31% | Q2 2014 | Q3 2023 | 37 |
DODGE & COX | 37 | 37 | 0.00% | 0.17% | 1.59% | Q3 2014 | Q3 2023 | 37 |
Whale Rock Capital Management | 31 | 2 | 1.04% | 7.09% | 12.25% | Q3 2013 | Q2 2023 | 37 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 36 | 1 | 0.02% | 1.33% | 3.20% | Q2 2013 | Q3 2023 | 37 |
MONETTA FINANCIAL SERVICES INC | 34 | 1 | 0.64% | 5.48% | 10.90% | Q4 2013 | Q3 2023 | 37 |
MORGENS WATERFALL VINTIADIS & CO INC | 27 | 2 | 0.87% | 2.95% | 5.77% | Q3 2013 | Q3 2023 | 37 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 33 | 4 | 0.01% | 2.04% | 3.72% | Q2 2013 | Q3 2023 | 37 |
Hitchwood Capital Management LP | 30 | 3 | 0.14% | 5.74% | 21.62% | Q4 2014 | Q1 2023 | 37 |
CAXTON ASSOCIATES LP | 12 | 1 | 0.01% | 1.77% | 18.51% | Q4 2013 | Q3 2023 | 37 |
Cetera Investment Advisers | 32 | 32 | 0.00% | 0.78% | 1.56% | Q4 2015 | Q3 2023 | 37 |
CORDA Investment Management, LLC. | 28 | 1 | 0.20% | 0.72% | 2.44% | Q1 2014 | Q3 2023 | 37 |
Gratus Capital, LLC | 23 | 23 | 0.04% | 0.97% | 3.58% | Q1 2018 | Q3 2023 | 37 |
Artemis Investment Management LLP | 37 | 37 | 0.04% | 1.79% | 4.51% | Q3 2014 | Q3 2023 | 37 |
ONTARIO TEACHERS PENSION PLAN BOARD | 24 | 2 | 0.00% | 1.68% | 8.59% | Q2 2013 | Q3 2023 | 37 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 34 | 3 | 0.13% | 1.45% | 3.27% | Q1 2014 | Q3 2023 | 37 |
MARK ASSET MANAGEMENT LP | 35 | 2 | 2.18% | 6.05% | 8.97% | Q3 2013 | Q3 2023 | 37 |
DF DENT & CO INC | 37 | 37 | 0.01% | 1.51% | 2.54% | Q3 2014 | Q3 2023 | 37 |
TIGER GLOBAL MANAGEMENT LLC | 34 | 3 | 1.81% | 7.92% | 20.70% | Q2 2013 | Q3 2023 | 37 |
PITTENGER & ANDERSON INC | 29 | 8 | 0.02% | 1.01% | 1.80% | Q2 2014 | Q3 2023 | 37 |
MOODY LYNN & LIEBERSON, LLC | 34 | 3 | 0.22% | 2.01% | 3.42% | Q2 2013 | Q3 2023 | 37 |
People's United Financial, Inc. | 36 | 36 | 0.00% | 0.71% | 1.72% | Q2 2013 | Q1 2022 | 37 |
BECK CAPITAL MANAGEMENT, LLC | 37 | 37 | 0.46% | 3.00% | 6.81% | Q3 2014 | Q3 2023 | 37 |
GRIFFIN ASSET MANAGEMENT, INC. | 26 | 11 | 0.19% | 1.10% | 2.16% | Q2 2013 | Q3 2023 | 37 |
Sarasin & Partners LLP | 37 | 37 | 1.86% | 3.24% | 6.23% | Q3 2014 | Q3 2023 | 37 |
South Dakota Investment Council | 37 | 37 | 0.01% | 0.88% | 2.15% | Q3 2014 | Q3 2023 | 37 |
HARDING LOEVNER LP | 19 | 4 | 0.00% | 1.55% | 2.64% | Q2 2013 | Q3 2023 | 37 |
Thomasville National Bank | 27 | 10 | 1.13% | 3.14% | 5.39% | Q2 2014 | Q3 2023 | 37 |
Pictet North America Advisors SA | 33 | 4 | 0.05% | 1.59% | 4.08% | Q2 2014 | Q3 2023 | 37 |
Granite Point Capital Management, L.P. | 28 | 2 | 0.15% | 1.28% | 10.20% | Q4 2013 | Q1 2023 | 37 |
CAPE COD FIVE CENTS SAVINGS BANK | 35 | 2 | 0.04% | 0.15% | 0.28% | Q3 2013 | Q3 2023 | 37 |
Capstone Financial Advisors, Inc. | 31 | 1 | 0.08% | 0.37% | 0.70% | Q4 2013 | Q3 2023 | 37 |
CHOREO, LLC | 33 | 4 | 0.06% | 0.20% | 0.42% | Q1 2014 | Q3 2023 | 37 |
MARSICO CAPITAL MANAGEMENT LLC | 33 | 4 | 0.51% | 5.85% | 10.24% | Q2 2013 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.41% | 1.92% | 3.88% | Q2 2013 | Q2 2022 | 37 |
Telos Capital Management, Inc. | 37 | 37 | 0.63% | 1.22% | 2.07% | Q3 2014 | Q3 2023 | 37 |
Redmond Asset Management, LLC | 37 | 37 | 0.22% | 1.19% | 2.80% | Q3 2014 | Q3 2023 | 37 |
Mint Tower Capital Management B.V. | 13 | 1 | 0.00% | 0.53% | 2.40% | Q1 2017 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.34% | 1.40% | 2.96% | Q2 2013 | Q1 2022 | 36 |
Glassman Wealth Services | 36 | 36 | 0.13% | 0.75% | 1.51% | Q4 2014 | Q3 2023 | 36 |
PARUS FINANCE (UK) Ltd | 18 | 6 | 0.19% | 2.24% | 5.48% | Q3 2012 | Q3 2023 | 36 |
McGowan Group Asset Management, Inc. | 36 | 36 | 0.04% | 0.27% | 0.60% | Q4 2014 | Q3 2023 | 36 |
J. Goldman & Co LP | 9 | 1 | 0.02% | 0.93% | 3.16% | Q1 2014 | Q3 2023 | 36 |
Cable Hill Partners, LLC | 36 | 36 | 0.03% | 0.23% | 1.26% | Q4 2014 | Q3 2023 | 36 |
TANAKA CAPITAL MANAGEMENT INC | 36 | 36 | 0.12% | 1.49% | 4.03% | Q4 2014 | Q3 2023 | 36 |
FIRST QUADRANT LLC/CA | 36 | 36 | 0.03% | 1.18% | 3.46% | Q2 2013 | Q1 2022 | 36 |
Continuum Advisory, LLC | 27 | 27 | 0.00% | 0.84% | 2.20% | Q1 2017 | Q3 2023 | 36 |
National Pension Service | 33 | 3 | 0.57% | 2.35% | 4.07% | Q3 2014 | Q3 2023 | 36 |
Connor, Clark & Lunn Investment Management Ltd. | 35 | 1 | 0.01% | 0.67% | 1.88% | Q1 2014 | Q3 2023 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 0.01% | 0.72% | 2.43% | Q2 2013 | Q1 2022 | 36 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 14 | 4 | 0.01% | 0.41% | 2.07% | Q3 2014 | Q2 2019 | 36 |
Fort Point Capital Partners LLC | 34 | 34 | 0.04% | 0.90% | 1.96% | Q2 2015 | Q3 2023 | 36 |
Ascent Wealth Partners, LLC | 35 | 1 | 0.24% | 0.96% | 1.58% | Q1 2014 | Q3 2023 | 36 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 30 | 1 | 2.14% | 5.15% | 7.02% | Q3 2013 | Q3 2023 | 36 |
Motley Fool Wealth Management, LLC | 36 | 36 | 1.70% | 4.63% | 7.17% | Q4 2014 | Q3 2023 | 36 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 34 | 2 | 0.00% | 0.21% | 0.59% | Q1 2014 | Q3 2023 | 36 |
Capital Investment Advisors, LLC | 30 | 6 | 0.13% | 0.54% | 1.04% | Q4 2013 | Q4 2023 | 36 |
Alpha Cubed Investments, LLC | 36 | 36 | 0.30% | 1.80% | 3.99% | Q4 2014 | Q3 2023 | 36 |
AMARILLO NATIONAL BANK | 31 | 5 | 0.26% | 0.92% | 1.62% | Q2 2013 | Q3 2023 | 36 |
C M BIDWELL & ASSOCIATES LTD | 30 | 6 | 0.00% | 0.67% | 1.93% | Q2 2013 | Q3 2023 | 36 |
BANK OF HAWAII | 34 | 2 | 0.09% | 0.47% | 0.82% | Q4 2013 | Q3 2023 | 36 |
LVW Advisors, LLC | 36 | 36 | 0.19% | 0.59% | 1.19% | Q4 2014 | Q3 2023 | 36 |
COLONY GROUP LLC | 29 | 7 | 0.00% | 0.37% | 0.99% | Q1 2014 | Q3 2023 | 36 |
Northstar Group, Inc. | 36 | 36 | 0.48% | 2.12% | 4.08% | Q4 2014 | Q3 2023 | 36 |
CIBC WORLD MARKETS CORP | 28 | 1 | 0.05% | 1.67% | 4.76% | Q4 2014 | Q3 2023 | 36 |
COMGEST GLOBAL INVESTORS S.A.S. | 36 | 36 | 0.04% | 0.83% | 3.26% | Q4 2014 | Q3 2023 | 36 |
PEOPLES FINANCIAL SERVICES CORP. | 34 | 2 | 0.02% | 1.31% | 2.69% | Q3 2014 | Q3 2023 | 36 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 33 | 3 | 0.04% | 0.33% | 0.69% | Q4 2013 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.01% | 0.04% | 0.19% | Q4 2014 | Q3 2023 | 36 |
YHB Investment Advisors, Inc. | 36 | 36 | 0.55% | 2.42% | 3.86% | Q4 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.02% | 0.14% | 0.32% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.17% | 1.18% | 1.85% | Q4 2014 | Q3 2023 | 36 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 27 | 5 | 0.07% | 0.67% | 1.77% | Q3 2015 | Q3 2023 | 36 |
Penbrook Management LLC | 24 | 12 | 0.80% | 4.05% | 6.96% | Q4 2013 | Q3 2023 | 36 |
MEEDER ASSET MANAGEMENT INC | 29 | 7 | 0.01% | 1.34% | 3.18% | Q3 2014 | Q3 2023 | 36 |
SYMMETRY PEAK MANAGEMENT LLC | 9 | 1 | 0.06% | 2.27% | 8.46% | Q2 2013 | Q2 2023 | 36 |
PRENTISS SMITH & CO INC | 36 | 36 | 0.03% | 0.25% | 0.54% | Q4 2014 | Q3 2023 | 36 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.09% | 1.74% | 8.06% | Q2 2016 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.23% | 1.14% | 2.24% | Q4 2014 | Q3 2023 | 36 |
Maryland Capital Management | 30 | 6 | 0.04% | 2.97% | 5.50% | Q3 2013 | Q3 2022 | 36 |
Avalon Investment & Advisory | 29 | 7 | 0.41% | 0.97% | 1.45% | Q4 2013 | Q1 2023 | 36 |
JS Capital Management LLC | 26 | 4 | 0.16% | 3.92% | 9.62% | Q1 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.05% | 0.52% | 1.06% | Q4 2014 | Q3 2023 | 36 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 33 | 33 | 0.14% | 1.69% | 4.69% | Q2 2013 | Q2 2021 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.30% | 2.64% | 5.60% | Q4 2014 | Q3 2023 | 36 |
Baker Ellis Asset Management LLC | 35 | 1 | 0.04% | 0.37% | 0.78% | Q4 2013 | Q3 2023 | 36 |
Parkwood LLC | 34 | 2 | 0.19% | 1.45% | 3.75% | Q4 2013 | Q3 2023 | 36 |
Camarda Financial Advisors, LLC | 35 | 1 | 0.01% | 0.54% | 2.84% | Q2 2013 | Q3 2023 | 36 |
DOWLING & YAHNKE LLC | 22 | 14 | 0.55% | 1.46% | 2.70% | Q2 2013 | Q3 2022 | 36 |
STEEL GROVE CAPITAL ADVISORS, LLC | 35 | 1 | 0.05% | 1.86% | 8.62% | Q1 2014 | Q3 2023 | 36 |
Integrated Investment Consultants, LLC | 23 | 7 | 0.00% | 0.35% | 0.67% | Q1 2016 | Q3 2023 | 36 |
APPLETON PARTNERS INC/MA | 36 | 36 | 0.05% | 1.83% | 3.38% | Q1 2015 | Q4 2023 | 36 |
Valiant Capital Management, L.P. | 36 | 36 | 2.84% | 5.80% | 10.25% | Q4 2014 | Q3 2023 | 36 |
EAGLE CAPITAL MANAGEMENT LLC | 36 | 36 | 2.02% | 5.84% | 8.73% | Q4 2014 | Q3 2023 | 36 |
Pacer Advisors, Inc. | 35 | 1 | 0.00% | 1.56% | 3.92% | Q4 2013 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.00% | 0.17% | 0.56% | Q4 2014 | Q3 2023 | 36 |
ArrowMark Colorado Holdings LLC | 35 | 35 | 0.01% | 0.02% | 0.11% | Q1 2015 | Q3 2023 | 36 |
S. R. Schill & Associates | 36 | 36 | 0.25% | 1.42% | 3.33% | Q4 2014 | Q3 2023 | 36 |
DUPONT CAPITAL MANAGEMENT CORP | 35 | 35 | 0.04% | 1.84% | 3.91% | Q1 2015 | Q3 2023 | 35 |
CULLINAN ASSOCIATES INC | 35 | 35 | 0.03% | 0.49% | 1.11% | Q1 2015 | Q3 2023 | 35 |
Global Endowment Management, LP | 25 | 10 | 0.25% | 6.27% | 13.08% | Q2 2014 | Q3 2023 | 35 |
Meristem Family Wealth, LLC | 26 | 9 | 0.11% | 0.66% | 1.59% | Q2 2013 | Q1 2022 | 35 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.09% | 0.49% | Q2 2013 | Q1 2017 | 35 |
Candriam S.C.A. | 31 | 4 | 0.17% | 1.31% | 2.35% | Q4 2014 | Q3 2023 | 35 |
TRUST CO OF VIRGINIA /VA | 35 | 35 | 0.04% | 0.31% | 1.27% | Q1 2015 | Q3 2023 | 35 |
DE BURLO GROUP INC | 30 | 1 | 0.56% | 2.37% | 4.58% | Q2 2013 | Q3 2023 | 35 |
American Research & Management Co. | 35 | 35 | 0.00% | 0.88% | 2.39% | Q1 2014 | Q3 2022 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.01% | 0.71% | 3.01% | Q2 2013 | Q4 2021 | 35 |
Decatur Capital Management, Inc. | 33 | 2 | 1.66% | 4.57% | 8.07% | Q4 2013 | Q3 2023 | 35 |
Hilton Capital Management, LLC | 35 | 35 | 0.83% | 1.38% | 1.98% | Q1 2015 | Q3 2023 | 35 |
BOURNE LENT ASSET MANAGEMENT INC | 35 | 35 | 0.32% | 1.64% | 3.10% | Q1 2015 | Q3 2023 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.08% | 0.47% | 1.08% | Q2 2013 | Q4 2021 | 35 |
VALLEY NATIONAL ADVISERS INC | 28 | 7 | 0.04% | 0.76% | 1.30% | Q4 2014 | Q3 2023 | 35 |
NOESIS CAPITAL MANGEMENT CORP | 35 | 35 | 0.09% | 0.33% | 0.54% | Q1 2015 | Q3 2023 | 35 |
MERITAGE PORTFOLIO MANAGEMENT | 35 | 35 | 0.02% | 2.27% | 4.62% | Q1 2015 | Q3 2023 | 35 |
TDAM USA INC. | 35 | 35 | 0.04% | 0.20% | 1.66% | Q2 2013 | Q4 2021 | 35 |
SIT INVESTMENT ASSOCIATES INC | 30 | 1 | 0.02% | 0.37% | 0.73% | Q2 2013 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.01% | 0.06% | 0.15% | Q1 2015 | Q3 2023 | 35 |
Kiwi Wealth Investments Limited Partnership | 33 | 1 | 0.46% | 2.64% | 7.12% | Q2 2014 | Q3 2023 | 35 |
AXIOM INVESTORS LLC /DE | 34 | 1 | 0.74% | 2.40% | 5.40% | Q3 2014 | Q3 2023 | 35 |
FORVIS Wealth Advisors, LLC | 35 | 35 | 0.03% | 0.14% | 0.37% | Q1 2015 | Q3 2023 | 35 |
Markel Corporation | 32 | 3 | 0.06% | 2.46% | 5.26% | Q2 2013 | Q3 2023 | 35 |
Alley Co LLC | 35 | 35 | 0.68% | 1.61% | 2.59% | Q2 2013 | Q4 2021 | 35 |
ZACKS INVESTMENT MANAGEMENT | 33 | 2 | 0.11% | 0.87% | 1.61% | Q1 2014 | Q3 2023 | 35 |
BRAVE ASSET MANAGEMENT INC | 18 | 2 | 0.02% | 1.06% | 2.46% | Q4 2013 | Q3 2023 | 35 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.06% | 0.81% | 1.30% | Q2 2013 | Q2 2021 | 35 |
Walleye Capital LLC | 17 | 1 | 0.02% | 0.23% | 0.70% | Q3 2018 | Q3 2023 | 35 |
Advisory Services Network, LLC | 27 | 1 | 0.02% | 1.35% | 2.30% | Q4 2013 | Q3 2023 | 35 |
Skylands Capital, LLC | 35 | 35 | 0.08% | 0.50% | 1.15% | Q1 2015 | Q3 2023 | 35 |
CONNABLE OFFICE INC | 35 | 35 | 0.38% | 0.90% | 1.55% | Q1 2015 | Q3 2023 | 35 |
COURIER CAPITAL LLC | 31 | 4 | 0.05% | 0.65% | 1.26% | Q1 2014 | Q3 2023 | 35 |
OLD NATIONAL BANCORP /IN/ | 35 | 35 | 0.10% | 0.92% | 2.12% | Q1 2015 | Q3 2023 | 35 |
BEACH INVESTMENT COUNSEL INC/PA | 32 | 1 | 0.05% | 1.97% | 3.74% | Q1 2013 | Q4 2023 | 35 |
Scott & Selber, Inc. | 34 | 1 | 1.20% | 4.09% | 6.22% | Q1 2014 | Q3 2023 | 35 |
Crossvault Capital Management LLC | 35 | 35 | 1.65% | 4.42% | 7.37% | Q4 2013 | Q2 2022 | 35 |
PALISADE CAPITAL MANAGEMENT, LP | 29 | 1 | 0.01% | 0.39% | 1.01% | Q1 2013 | Q3 2023 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.06% | 0.59% | 1.35% | Q1 2015 | Q3 2023 | 35 |
SAMLYN CAPITAL, LLC | 22 | 2 | 0.34% | 1.91% | 4.14% | Q2 2014 | Q3 2023 | 35 |
Tikvah Management LLC | 35 | 35 | 5.39% | 14.15% | 22.12% | Q1 2015 | Q3 2023 | 35 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 35 | 35 | 0.12% | 0.46% | 0.72% | Q1 2015 | Q3 2023 | 35 |
D L CARLSON INVESTMENT GROUP INC | 35 | 35 | 0.38% | 2.34% | 4.43% | Q1 2015 | Q3 2023 | 35 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 35 | 35 | 0.02% | 0.41% | 0.89% | Q1 2015 | Q3 2023 | 35 |
IBM Retirement Fund | 34 | 1 | 0.54% | 2.05% | 3.89% | Q2 2013 | Q1 2022 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.20% | 1.56% | 3.03% | Q1 2015 | Q3 2023 | 35 |
Wealth Architects, LLC | 34 | 1 | 0.15% | 0.99% | 1.97% | Q4 2014 | Q3 2023 | 35 |
BTC Capital Management, Inc. | 32 | 1 | 0.05% | 1.32% | 2.34% | Q3 2014 | Q3 2023 | 35 |
Penobscot Investment Management Company, Inc. | 34 | 1 | 0.07% | 0.25% | 1.11% | Q4 2013 | Q3 2023 | 35 |
Argent Trust Co | 35 | 35 | 0.11% | 0.90% | 1.83% | Q1 2015 | Q3 2023 | 35 |
First Washington CORP | 35 | 35 | 1.54% | 2.49% | 4.59% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.10% | 0.99% | 2.19% | Q1 2015 | Q3 2023 | 35 |
MARCO INVESTMENT MANAGEMENT LLC | 34 | 34 | 0.05% | 0.22% | 0.51% | Q2 2015 | Q3 2023 | 34 |
Archford Capital Strategies, LLC | 22 | 1 | 0.00% | 0.53% | 1.13% | Q1 2014 | Q3 2023 | 34 |
GOODWIN DANIEL L | 30 | 4 | 0.05% | 1.17% | 3.41% | Q1 2015 | Q3 2023 | 34 |
CHELSEA COUNSEL CO | 27 | 2 | 0.04% | 1.62% | 3.50% | Q3 2013 | Q3 2023 | 34 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 34 | 34 | 0.25% | 1.34% | 2.17% | Q2 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.28% | 1.44% | 3.43% | Q2 2013 | Q3 2021 | 34 |
Saturna Capital CORP | 31 | 1 | 0.01% | 0.08% | 0.16% | Q3 2013 | Q3 2023 | 34 |
BINGHAM OSBORN & SCARBOROUGH LLC | 34 | 34 | 0.13% | 0.68% | 1.71% | Q2 2013 | Q3 2021 | 34 |
Stillwater Capital Advisors, LLC | 19 | 15 | 0.07% | 0.15% | 0.22% | Q3 2014 | Q3 2023 | 34 |
Ally Financial Inc. | 13 | 1 | 0.16% | 2.28% | 5.08% | Q2 2013 | Q3 2023 | 34 |
Haverford Trust Co | 29 | 5 | 0.01% | 0.06% | 0.12% | Q1 2015 | Q3 2023 | 34 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.01% | 1.20% | 2.37% | Q2 2015 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.11% | 0.34% | Q2 2015 | Q3 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.97% | 1.53% | 2.23% | Q2 2015 | Q3 2023 | 34 |
QCI ASSET MANAGEMENT INC/NY | 34 | 34 | 0.01% | 2.24% | 4.61% | Q2 2013 | Q3 2021 | 34 |
Redwood Investments, LLC | 30 | 4 | 0.54% | 1.42% | 2.64% | Q1 2015 | Q3 2023 | 34 |
TOTH FINANCIAL ADVISORY CORP | 34 | 34 | 0.12% | 0.28% | 0.61% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.08% | 0.63% | 1.22% | Q2 2015 | Q3 2023 | 34 |
Horiko Capital Management LLC | 20 | 20 | 0.29% | 6.22% | 14.69% | Q4 2018 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.30% | 1.24% | 3.48% | Q2 2015 | Q3 2023 | 34 |
First Heartland Consultants, Inc. | 33 | 1 | 0.08% | 1.04% | 2.19% | Q1 2015 | Q3 2023 | 34 |
Analyst IMS Investment Management Services Ltd. | 31 | 3 | 0.13% | 0.52% | 1.35% | Q4 2014 | Q3 2023 | 34 |
CENTRAL BANK & TRUST CO | 34 | 34 | 0.00% | 1.57% | 2.76% | Q2 2015 | Q3 2023 | 34 |
SG3 Management, LLC | 6 | 1 | 0.01% | 4.55% | 28.51% | Q4 2016 | Q4 2022 | 34 |
Odey Asset Management Group Ltd | 31 | 1 | 0.01% | 2.35% | 12.11% | Q3 2013 | Q2 2022 | 34 |
Think Investments LP | 33 | 33 | 3.84% | 12.63% | 28.54% | Q3 2015 | Q3 2023 | 34 |
AEGON ASSET MANAGEMENT UK PLC | 34 | 34 | 0.03% | 2.91% | 5.14% | Q1 2015 | Q2 2023 | 34 |
Tredje AP-fonden | 34 | 34 | 0.65% | 2.60% | 6.21% | Q2 2015 | Q3 2023 | 34 |
LEVIN CAPITAL STRATEGIES, L.P. | 33 | 1 | 0.01% | 0.79% | 1.92% | Q2 2013 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.46% | 1.61% | 3.21% | Q2 2013 | Q3 2021 | 34 |
Camelot Portfolios, LLC | 34 | 34 | 0.44% | 0.75% | 1.37% | Q2 2015 | Q3 2023 | 34 |
REGENTATLANTIC CAPITAL LLC | 33 | 1 | 0.02% | 0.54% | 2.00% | Q3 2013 | Q3 2022 | 34 |
Marathon Trading Investment Management LLC | 9 | 1 | 0.01% | 0.71% | 10.16% | Q2 2013 | Q3 2023 | 34 |
BLB&B Advisors, LLC | 34 | 34 | 0.11% | 0.66% | 1.46% | Q2 2015 | Q3 2023 | 34 |
Royal Fund Management, LLC | 28 | 28 | 0.00% | 0.30% | 0.81% | Q4 2016 | Q3 2023 | 34 |
Ironwood Financial, llc | 31 | 3 | 0.00% | 0.54% | 1.85% | Q1 2015 | Q3 2023 | 34 |
NBT BANK N A /NY | 34 | 34 | 0.04% | 0.28% | 1.67% | Q2 2015 | Q3 2023 | 34 |
Waverly Advisors, LLC | 28 | 2 | 0.00% | 0.19% | 0.47% | Q4 2013 | Q3 2023 | 34 |
Harbour Capital Advisors, LLC | 19 | 1 | 0.13% | 1.81% | 3.26% | Q3 2014 | Q4 2023 | 34 |
Merriman Wealth Management, LLC | 26 | 8 | 0.18% | 0.87% | 1.70% | Q1 2015 | Q3 2023 | 34 |
Richard Bernstein Advisors LLC | 34 | 34 | 0.44% | 0.82% | 1.26% | Q2 2015 | Q3 2023 | 34 |
AMERICAN NATIONAL BANK | 31 | 3 | 0.02% | 3.04% | 5.03% | Q3 2014 | Q3 2023 | 34 |
LINCOLN NATIONAL CORP | 34 | 34 | 0.02% | 0.42% | 0.97% | Q2 2015 | Q3 2023 | 34 |
VIKING GLOBAL INVESTORS LP | 34 | 34 | 0.31% | 4.81% | 10.58% | Q2 2015 | Q3 2023 | 34 |
PARADIGM ASSET MANAGEMENT CO LLC | 28 | 2 | 0.10% | 0.55% | 1.22% | Q4 2013 | Q3 2023 | 34 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 22 | 1 | 0.01% | 0.08% | 0.42% | Q2 2013 | Q3 2023 | 34 |
Archon Partners LLC | 31 | 3 | 1.24% | 4.21% | 7.01% | Q2 2013 | Q3 2023 | 34 |
SignalPoint Asset Management, LLC | 25 | 1 | 0.10% | 1.08% | 2.29% | Q4 2013 | Q3 2023 | 34 |
HARVEY CAPITAL MANAGEMENT INC | 34 | 34 | 0.07% | 3.93% | 7.82% | Q2 2015 | Q3 2023 | 34 |
ALTA CAPITAL MANAGEMENT LLC/ | 34 | 34 | 0.02% | 0.27% | 1.94% | Q2 2015 | Q3 2023 | 34 |
Patten Group, Inc. | 34 | 34 | 0.00% | 0.18% | 0.51% | Q2 2015 | Q3 2023 | 34 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 28 | 6 | 0.01% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 34 |
Hudson Bay Capital Management LP | 14 | 1 | 0.02% | 1.37% | 4.76% | Q4 2014 | Q3 2023 | 33 |
Cohen Capital Management, Inc. | 33 | 33 | 0.06% | 0.89% | 1.99% | Q3 2015 | Q3 2023 | 33 |
Mechanics Bank Trust Department | 32 | 1 | 0.05% | 1.05% | 1.90% | Q4 2013 | Q3 2023 | 33 |
Busey Bank | 23 | 1 | 0.68% | 2.97% | 4.89% | Q1 2015 | Q3 2023 | 33 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.04% | 0.80% | 1.65% | Q4 2015 | Q3 2023 | 33 |
Grantham, Mayo, Van Otterloo & Co. LLC | 21 | 3 | 0.00% | 1.20% | 4.21% | Q2 2013 | Q3 2023 | 33 |
Hosking Partners LLP | 33 | 33 | 2.16% | 5.66% | 7.98% | Q3 2015 | Q3 2023 | 33 |
JFS WEALTH ADVISORS, LLC | 28 | 5 | 0.00% | 0.18% | 0.45% | Q2 2014 | Q3 2023 | 33 |
Notis-McConarty Edward | 33 | 33 | 0.17% | 1.04% | 2.09% | Q3 2015 | Q3 2023 | 33 |
HOWLAND CAPITAL MANAGEMENT LLC | 31 | 1 | 0.04% | 0.34% | 0.63% | Q2 2013 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.15% | 0.71% | 1.54% | Q3 2015 | Q3 2023 | 33 |
PATTEN & PATTEN INC/TN | 33 | 33 | 0.03% | 0.22% | 0.35% | Q3 2015 | Q3 2023 | 33 |
Vident Investment Advisory, LLC | 33 | 33 | 0.00% | 0.22% | 0.92% | Q2 2015 | Q2 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.08% | 0.24% | 0.58% | Q4 2015 | Q4 2023 | 33 |
MOODY NATIONAL BANK TRUST DIVISION | 33 | 33 | 0.06% | 1.14% | 2.99% | Q3 2015 | Q3 2023 | 33 |
HYMAN CHARLES D | 33 | 33 | 0.04% | 0.51% | 1.31% | Q3 2015 | Q3 2023 | 33 |
Van Hulzen Asset Management, LLC | 33 | 33 | 0.07% | 0.89% | 2.58% | Q3 2015 | Q3 2023 | 33 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 30 | 1 | 0.02% | 0.37% | 0.90% | Q2 2010 | Q3 2023 | 33 |
MCKINLEY CAPITAL MANAGEMENT LLC | 32 | 1 | 0.03% | 2.58% | 4.18% | Q1 2014 | Q3 2023 | 33 |
Hilltop Holdings Inc. | 25 | 1 | 0.04% | 0.79% | 2.12% | Q2 2013 | Q3 2023 | 33 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.01% | 1.17% | 4.14% | Q4 2012 | Q1 2021 | 33 |
Cordasco Financial Network | 22 | 11 | 0.01% | 0.15% | 0.48% | Q1 2014 | Q2 2022 | 33 |
Shellback Capital, LP | 25 | 3 | 0.34% | 1.78% | 6.48% | Q1 2015 | Q3 2023 | 33 |
RMB Capital Management, LLC | 33 | 33 | 0.01% | 0.48% | 1.84% | Q3 2015 | Q3 2023 | 33 |
Krilogy Financial LLC | 33 | 33 | 0.02% | 0.83% | 2.29% | Q3 2015 | Q3 2023 | 33 |
Lincoln Capital LLC | 33 | 33 | 0.27% | 2.86% | 5.27% | Q3 2015 | Q3 2023 | 33 |
ARS Investment Partners, LLC | 33 | 33 | 1.18% | 3.53% | 6.50% | Q3 2015 | Q3 2023 | 33 |
Pekin Hardy Strauss, Inc. | 33 | 33 | 0.11% | 0.65% | 1.45% | Q3 2015 | Q3 2023 | 33 |
FIRST FOUNDATION ADVISORS | 32 | 32 | 0.01% | 1.78% | 3.58% | Q4 2015 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.19% | 1.21% | Q2 2015 | Q2 2023 | 33 |
Zurich Insurance Group Ltd/FI | 33 | 33 | 0.96% | 2.92% | 6.19% | Q3 2015 | Q3 2023 | 33 |
Boston Trust Walden Corp | 33 | 33 | 0.00% | 0.04% | 0.14% | Q3 2015 | Q3 2023 | 33 |
SCHOLTZ & COMPANY, LLC | 32 | 1 | 1.10% | 4.99% | 7.54% | Q1 2014 | Q3 2023 | 33 |
Bartlett & Co. LLC | 16 | 1 | 0.00% | 0.69% | 1.85% | Q3 2013 | Q4 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.03% | 0.39% | 0.97% | Q2 2013 | Q2 2021 | 33 |
TAURUS ASSET MANAGEMENT, LLC | 33 | 33 | 0.04% | 2.79% | 5.92% | Q3 2015 | Q3 2023 | 33 |
ELM ADVISORS, LLC | 33 | 33 | 0.34% | 0.99% | 1.82% | Q4 2013 | Q4 2021 | 33 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.68% | 1.53% | Q4 2017 | Q3 2023 | 33 |
CHEMUNG CANAL TRUST CO | 33 | 33 | 0.56% | 1.94% | 3.22% | Q4 2015 | Q4 2023 | 33 |
HARBOUR INVESTMENT MANAGEMENT LLC | 33 | 33 | 0.69% | 2.73% | 4.42% | Q3 2015 | Q3 2023 | 33 |
Jaffetilchin Investment Partners, LLC | 31 | 2 | 0.07% | 0.64% | 1.48% | Q2 2015 | Q3 2023 | 33 |
BARR E S & CO | 32 | 1 | 0.01% | 2.66% | 4.50% | Q4 2013 | Q3 2023 | 33 |
BURNEY CO/ | 33 | 33 | 0.02% | 0.34% | 1.06% | Q3 2015 | Q3 2023 | 33 |
1ST SOURCE BANK | 33 | 33 | 0.03% | 0.64% | 1.34% | Q3 2015 | Q3 2023 | 33 |
Nadler Financial Group, Inc. | 32 | 1 | 0.10% | 0.67% | 1.35% | Q2 2013 | Q3 2023 | 33 |
MAR VISTA INVESTMENT PARTNERS LLC | 30 | 1 | 0.52% | 3.30% | 5.55% | Q4 2014 | Q3 2023 | 33 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 33 | 33 | 0.32% | 1.27% | 2.30% | Q3 2015 | Q3 2023 | 33 |
Brick & Kyle, Associates | 20 | 13 | 0.01% | 3.84% | 6.69% | Q2 2015 | Q3 2023 | 33 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.04% | 1.37% | 2.42% | Q4 2015 | Q4 2022 | 33 |
BADGLEY PHELPS & BELL INC | 33 | 33 | 0.59% | 1.95% | 3.66% | Q2 2013 | Q2 2021 | 33 |
Altimeter Capital Management | 12 | 2 | 0.02% | 1.08% | 3.12% | Q2 2013 | Q3 2023 | 33 |
Skye Global Management LP | 24 | 24 | 0.15% | 17.67% | 48.71% | Q4 2017 | Q3 2023 | 33 |
King Wealth Management Group | 29 | 1 | 0.15% | 1.94% | 4.31% | Q3 2013 | Q3 2023 | 33 |
Carnegie Capital Asset Management, LLC | 33 | 33 | 0.11% | 1.58% | 2.76% | Q3 2015 | Q3 2023 | 33 |
WADE G W & INC | 28 | 1 | 0.06% | 0.82% | 1.61% | Q4 2014 | Q3 2023 | 33 |
ALLSTATE CORP | 33 | 33 | 0.02% | 0.84% | 2.18% | Q3 2015 | Q3 2023 | 33 |
United American Securities Inc. (d/b/a UAS Asset Management) | 32 | 1 | 0.28% | 12.68% | 25.41% | Q2 2015 | Q3 2023 | 33 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 1.95% | 4.32% | Q4 2016 | Q3 2023 | 33 |
Deane Retirement Strategies, Inc. | 33 | 33 | 0.00% | 0.11% | 1.92% | Q3 2015 | Q3 2023 | 33 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 28 | 5 | 2.46% | 5.89% | 8.28% | Q2 2013 | Q3 2023 | 33 |
COLDSTREAM CAPITAL MANAGEMENT INC | 29 | 4 | 0.12% | 1.16% | 2.36% | Q2 2015 | Q3 2023 | 33 |
CYPRESS FUNDS LLC | 32 | 32 | 1.87% | 8.98% | 14.92% | Q4 2015 | Q3 2023 | 33 |
Independent Advisor Alliance | 28 | 28 | 0.00% | 3.42% | 7.52% | Q4 2016 | Q3 2023 | 33 |
Capital Analysts, LLC | 26 | 7 | 0.02% | 0.23% | 0.46% | Q4 2014 | Q3 2023 | 33 |
CAPITAL COUNSEL LLC/NY | 16 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 33 |
GRANDFIELD & DODD, LLC | 33 | 33 | 0.04% | 0.08% | 0.14% | Q3 2015 | Q3 2023 | 33 |
Interval Partners, LP | 8 | 2 | 0.19% | 1.70% | 4.53% | Q4 2013 | Q3 2023 | 33 |
Stonehage Fleming Financial Services Holdings Ltd | 31 | 2 | 0.72% | 4.73% | 8.97% | Q4 2014 | Q3 2023 | 33 |
ANCHOR CAPITAL ADVISORS LLC | 32 | 32 | 0.01% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 32 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 32 | 32 | 0.05% | 1.46% | 3.38% | Q4 2015 | Q3 2023 | 32 |
Oribel Capital Management, LP | 18 | 2 | 0.14% | 3.08% | 34.49% | Q2 2017 | Q3 2023 | 32 |
Balentine LLC | 22 | 10 | 0.01% | 0.07% | 0.24% | Q3 2015 | Q3 2023 | 32 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 32 | 32 | 0.03% | 1.09% | 2.17% | Q4 2015 | Q3 2023 | 32 |
HOWARD CAPITAL MANAGEMENT | 32 | 32 | 1.70% | 3.53% | 6.42% | Q1 2013 | Q4 2020 | 32 |
Qube Research & Technologies Ltd | 13 | 8 | 0.05% | 0.82% | 4.38% | Q2 2018 | Q3 2023 | 32 |
ProVise Management Group, LLC | 32 | 32 | 0.05% | 1.59% | 4.11% | Q4 2015 | Q3 2023 | 32 |
HBK Sorce Advisory LLC | 32 | 32 | 0.09% | 0.52% | 0.81% | Q4 2015 | Q3 2023 | 32 |
TELEMUS CAPITAL, LLC | 31 | 31 | 0.00% | 1.72% | 3.92% | Q1 2016 | Q3 2023 | 32 |
BEACON FINANCIAL GROUP | 32 | 32 | 0.05% | 0.32% | 0.72% | Q4 2015 | Q3 2023 | 32 |
ALTFEST L J & CO INC | 19 | 13 | 0.48% | 1.36% | 2.69% | Q3 2015 | Q3 2023 | 32 |
CAPITAL CITY TRUST CO/FL | 32 | 32 | 0.43% | 1.66% | 2.68% | Q4 2015 | Q3 2023 | 32 |
GSA CAPITAL PARTNERS LLP | 11 | 1 | 0.01% | 0.22% | 0.90% | Q2 2013 | Q3 2023 | 32 |
Grove Bank & Trust | 32 | 32 | 0.33% | 1.23% | 1.97% | Q4 2015 | Q3 2023 | 32 |
Colonial Trust Advisors | 32 | 32 | 0.34% | 1.93% | 3.41% | Q4 2015 | Q3 2023 | 32 |
ASHFORD CAPITAL MANAGEMENT INC | 32 | 32 | 0.05% | 0.24% | 0.37% | Q4 2015 | Q3 2023 | 32 |
Community Bank & Trust, Waco, Texas | 32 | 32 | 0.20% | 1.53% | 3.01% | Q4 2015 | Q3 2023 | 32 |
FAS Wealth Partners, Inc. | 31 | 1 | 0.08% | 0.44% | 0.83% | Q3 2015 | Q3 2023 | 32 |
Proficio Capital Partners LLC | 32 | 32 | 0.06% | 1.16% | 2.08% | Q4 2015 | Q3 2023 | 32 |
Kidder Stephen W | 32 | 32 | 0.09% | 1.38% | 2.79% | Q4 2015 | Q3 2023 | 32 |
Carroll Financial Associates, Inc. | 32 | 32 | 0.01% | 0.19% | 0.50% | Q1 2014 | Q4 2021 | 32 |
NORTH STAR ASSET MANAGEMENT INC | 32 | 32 | 0.03% | 0.63% | 1.45% | Q4 2015 | Q3 2023 | 32 |
NIGHTVIEW CAPITAL, LLC | 24 | 24 | 2.68% | 9.00% | 25.86% | Q4 2017 | Q3 2023 | 32 |
OAKMONT Corp | 32 | 32 | 3.94% | 12.88% | 19.41% | Q4 2015 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.01% | 1.27% | 2.44% | Q4 2015 | Q3 2023 | 32 |
Trust Co | 28 | 1 | 0.12% | 2.56% | 6.26% | Q1 2015 | Q3 2023 | 32 |
Boltwood Capital Management | 29 | 3 | 0.21% | 0.59% | 1.26% | Q3 2015 | Q4 2023 | 32 |
Bison Wealth, LLC | 32 | 32 | 0.18% | 1.74% | 3.22% | Q4 2015 | Q3 2023 | 32 |
Natixis Investment Managers International | 20 | 12 | 0.47% | 2.10% | 4.14% | Q4 2013 | Q3 2023 | 32 |
WADDELL & REED FINANCIAL INC | 32 | 32 | 0.47% | 1.52% | 3.52% | Q2 2013 | Q1 2021 | 32 |
SCOPUS ASSET MANAGEMENT, L.P. | 4 | 2 | 0.42% | 1.77% | 6.68% | Q1 2015 | Q3 2023 | 32 |
Westover Capital Advisors, LLC | 32 | 32 | 0.54% | 2.51% | 4.08% | Q4 2015 | Q3 2023 | 32 |
HOWARD HUGHES MEDICAL INSTITUTE | 31 | 1 | 0.02% | 1.65% | 4.59% | Q4 2013 | Q4 2022 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.10% | 0.86% | 2.47% | Q1 2016 | Q4 2023 | 32 |
First City Capital Management, Inc. | 14 | 2 | 0.01% | 0.78% | 1.79% | Q2 2014 | Q3 2023 | 32 |
Avior Wealth Management, LLC | 32 | 32 | 0.01% | 0.70% | 1.36% | Q4 2015 | Q3 2023 | 32 |
Weitz Investment Management | 32 | 32 | 0.01% | 1.37% | 2.99% | Q4 2015 | Q3 2023 | 32 |
Arete Wealth Advisors, LLC | 27 | 1 | 0.14% | 0.85% | 1.86% | Q4 2014 | Q1 2023 | 32 |
Bell Bank | 32 | 32 | 0.17% | 0.35% | 0.64% | Q4 2015 | Q3 2023 | 32 |
WEATHERLY ASSET MANAGEMENT L. P. | 32 | 32 | 2.44% | 4.68% | 6.80% | Q4 2015 | Q3 2023 | 32 |
Bristlecone Advisors, LLC | 32 | 32 | 0.65% | 2.04% | 3.72% | Q4 2015 | Q3 2023 | 32 |
Matisse Capital | 32 | 32 | 0.15% | 0.93% | 2.86% | Q4 2015 | Q3 2023 | 32 |
GRIMES & COMPANY, INC. | 32 | 32 | 0.03% | 0.35% | 1.03% | Q4 2015 | Q3 2023 | 32 |
Ashburton (Jersey) Ltd | 32 | 32 | 0.21% | 1.85% | 7.01% | Q4 2015 | Q3 2023 | 32 |
WESPAC Advisors SoCal, LLC | 32 | 32 | 0.08% | 1.87% | 4.61% | Q4 2015 | Q3 2023 | 32 |
HOEY INVESTMENTS, INC | 16 | 16 | 0.61% | 9.98% | 22.43% | Q4 2019 | Q3 2023 | 32 |
Asset Management Group, Inc. | 28 | 4 | 0.11% | 0.67% | 1.47% | Q3 2015 | Q3 2023 | 32 |
Coastline Trust Co | 32 | 32 | 0.07% | 1.48% | 2.57% | Q4 2015 | Q3 2023 | 32 |
Capital Impact Advisors, LLC | 32 | 32 | 0.15% | 2.06% | 4.27% | Q1 2015 | Q4 2022 | 32 |
McKinley Carter Wealth Services, Inc. | 32 | 32 | 0.07% | 0.23% | 0.47% | Q4 2015 | Q3 2023 | 32 |
Allen Investment Management, LLC | 32 | 32 | 0.20% | 3.47% | 7.77% | Q4 2015 | Q3 2023 | 32 |
Goelzer Investment Management, Inc. | 32 | 32 | 0.03% | 0.30% | 0.78% | Q4 2015 | Q3 2023 | 32 |
CWA Asset Management Group, LLC | 30 | 1 | 0.00% | 2.45% | 4.45% | Q4 2015 | Q3 2023 | 32 |
Violich Capital Management, Inc. | 32 | 32 | 0.07% | 0.46% | 2.03% | Q4 2015 | Q3 2023 | 32 |
St. Johns Investment Management Company, LLC | 31 | 1 | 0.01% | 1.42% | 2.48% | Q2 2014 | Q3 2023 | 32 |
WIMMER ASSOCIATES 1, LLC | 32 | 32 | 0.68% | 2.10% | 3.82% | Q4 2015 | Q3 2023 | 32 |
FRG Family Wealth Advisors LLC | 32 | 32 | 1.05% | 4.40% | 7.38% | Q4 2015 | Q3 2023 | 32 |
Duquesne Family Office | 21 | 1 | 0.62% | 6.89% | 14.28% | Q3 2013 | Q3 2023 | 32 |
WRAPMANAGER INC | 32 | 32 | 0.11% | 0.73% | 2.09% | Q4 2015 | Q3 2023 | 32 |
Texas Yale Capital Corp. | 32 | 32 | 0.03% | 0.29% | 0.61% | Q4 2015 | Q3 2023 | 32 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 32 | 32 | 0.11% | 1.12% | 1.93% | Q4 2015 | Q3 2023 | 32 |
ExodusPoint Capital Management, LP | 9 | 1 | 0.01% | 1.29% | 5.35% | Q4 2018 | Q3 2023 | 32 |
NS Partners Ltd | 32 | 32 | 1.04% | 2.58% | 4.35% | Q4 2015 | Q3 2023 | 32 |
BP PLC | 32 | 32 | 0.39% | 2.01% | 4.30% | Q3 2013 | Q2 2021 | 32 |
GREENLEAF TRUST | 29 | 3 | 0.02% | 0.37% | 0.78% | Q2 2013 | Q3 2023 | 32 |
Night Owl Capital Management, LLC | 32 | 32 | 3.78% | 9.40% | 14.74% | Q4 2015 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.12% | 1.44% | 2.68% | Q2 2013 | Q1 2021 | 32 |
EAGLE ASSET MANAGEMENT INC | 32 | 32 | 0.01% | 0.08% | 0.16% | Q4 2015 | Q3 2023 | 32 |
Roble, Belko & Company, Inc | 32 | 32 | 0.00% | 0.07% | 0.14% | Q4 2015 | Q3 2023 | 32 |
PHYSICIANS FINANCIAL SERVICES, INC. | 32 | 32 | 1.71% | 4.46% | 7.29% | Q4 2015 | Q3 2023 | 32 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 15 | 9 | 0.02% | 4.38% | 9.29% | Q3 2017 | Q3 2023 | 32 |
Handelsbanken Fonder AB | 32 | 32 | 0.11% | 1.47% | 3.58% | Q4 2015 | Q3 2023 | 32 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 12 | 1 | 0.32% | 2.77% | 9.10% | Q2 2015 | Q3 2023 | 32 |
Sitrin Capital Management LLC | 32 | 32 | 2.50% | 3.52% | 6.63% | Q4 2015 | Q3 2023 | 32 |
Callahan Advisors, LLC | 32 | 32 | 0.08% | 1.42% | 3.12% | Q4 2015 | Q3 2023 | 32 |
GUARDIAN CAPITAL ADVISORS LP | 28 | 4 | 0.04% | 0.18% | 0.46% | Q4 2013 | Q3 2023 | 32 |
WOODMONT INVESTMENT COUNSEL LLC | 20 | 1 | 0.03% | 0.13% | 0.23% | Q2 2015 | Q3 2023 | 32 |
Mandatum Life Insurance Co Ltd | 32 | 32 | 0.08% | 0.84% | 2.51% | Q4 2015 | Q3 2023 | 32 |
GUARDIAN CAPITAL LP | 27 | 5 | 0.01% | 0.03% | 0.11% | Q3 2015 | Q3 2023 | 32 |
L & S Advisors Inc | 30 | 2 | 0.15% | 1.76% | 3.86% | Q3 2015 | Q3 2023 | 32 |
Clarius Group, LLC | 32 | 32 | 3.72% | 9.41% | 16.50% | Q4 2015 | Q3 2023 | 32 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 12 | 1 | 0.24% | 2.99% | 18.44% | Q2 2013 | Q2 2023 | 32 |
STEVENS CAPITAL MANAGEMENT LP | 8 | 1 | 0.02% | 1.27% | 4.85% | Q2 2013 | Q1 2023 | 32 |
Carmignac Gestion | 16 | 15 | 0.00% | 5.24% | 14.11% | Q1 2015 | Q3 2023 | 32 |
WRIGHT INVESTORS SERVICE INC | 32 | 32 | 0.47% | 2.30% | 3.85% | Q4 2015 | Q3 2023 | 32 |
Pure Financial Advisors, LLC | 22 | 10 | 0.10% | 0.20% | 0.36% | Q2 2015 | Q4 2023 | 32 |
Alexandria Capital, LLC | 20 | 12 | 0.00% | 0.24% | 0.83% | Q2 2013 | Q3 2021 | 32 |
RITHOLTZ WEALTH MANAGEMENT | 24 | 24 | 0.01% | 0.41% | 1.10% | Q4 2017 | Q3 2023 | 32 |
Foundry Partners, LLC | 28 | 1 | 0.02% | 0.10% | 0.98% | Q4 2013 | Q3 2023 | 32 |
Freestone Capital Holdings, LLC | 32 | 32 | 0.01% | 0.96% | 2.54% | Q4 2015 | Q3 2023 | 32 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.66% | 1.65% | 3.16% | Q2 2013 | Q1 2021 | 32 |
Avidian Wealth Solutions, LLC | 32 | 32 | 0.10% | 1.59% | 9.43% | Q4 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.46% | 1.18% | 1.83% | Q4 2015 | Q3 2023 | 32 |
L. Roy Papp & Associates, LLP | 27 | 4 | 0.05% | 0.12% | 0.22% | Q4 2015 | Q3 2023 | 31 |
Arcus Capital Partners, LLC | 19 | 12 | 0.13% | 0.48% | 0.88% | Q4 2015 | Q3 2023 | 31 |
WealthPLAN Partners, LLC | 21 | 1 | 0.00% | 0.75% | 1.41% | Q1 2015 | Q4 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.22% | 0.98% | 2.51% | Q4 2015 | Q3 2023 | 31 |
Soros Fund Management | 12 | 1 | 0.04% | 1.44% | 5.58% | Q2 2013 | Q3 2023 | 31 |
ALBION FINANCIAL GROUP /UT | 18 | 3 | 0.04% | 2.33% | 4.08% | Q3 2015 | Q3 2023 | 31 |
GARRISON BRADFORD & ASSOCIATES INC | 31 | 31 | 0.49% | 1.86% | 3.54% | Q1 2016 | Q3 2023 | 31 |
Lone Pine Capital | 24 | 1 | 1.08% | 5.66% | 8.99% | Q3 2013 | Q3 2023 | 31 |
WAFRA INC. | 31 | 31 | 0.68% | 2.84% | 5.89% | Q1 2016 | Q3 2023 | 31 |
BURKE & HERBERT BANK & TRUST CO | 30 | 1 | 0.20% | 0.71% | 1.39% | Q4 2015 | Q3 2023 | 31 |
MCDANIEL TERRY & CO | 31 | 31 | 0.08% | 0.89% | 1.98% | Q1 2016 | Q3 2023 | 31 |
NAVELLIER & ASSOCIATES INC | 20 | 1 | 0.01% | 0.45% | 1.48% | Q4 2013 | Q3 2023 | 31 |
CHARTIST INC /CA/ | 15 | 1 | 0.17% | 0.46% | 1.14% | Q3 2013 | Q3 2023 | 31 |
CI INVESTMENTS INC. | 31 | 31 | 0.43% | 1.86% | 4.04% | Q1 2016 | Q3 2023 | 31 |
WESTWOOD HOLDINGS GROUP INC | 28 | 1 | 0.01% | 0.37% | 0.94% | Q2 2015 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.28% | 1.49% | 3.66% | Q2 2013 | Q4 2020 | 31 |
COUNTRY TRUST BANK | 28 | 3 | 0.00% | 2.15% | 3.92% | Q2 2015 | Q4 2023 | 31 |
Hardman Johnston Global Advisors LLC | 31 | 31 | 0.40% | 0.80% | 1.16% | Q1 2016 | Q3 2023 | 31 |
LONDON CO OF VIRGINIA | 28 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
DELTEC ASSET MANAGEMENT LLC | 31 | 31 | 1.11% | 4.77% | 7.84% | Q1 2016 | Q3 2023 | 31 |
Destination Wealth Management | 28 | 28 | 0.00% | 0.78% | 1.88% | Q4 2016 | Q3 2023 | 31 |
STOCK YARDS BANK & TRUST CO | 31 | 31 | 0.76% | 1.80% | 2.50% | Q1 2016 | Q3 2023 | 31 |
ARGUS INVESTORS' COUNSEL, INC. | 31 | 31 | 0.86% | 2.09% | 2.96% | Q1 2016 | Q3 2023 | 31 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 31 | 31 | 0.04% | 0.24% | 0.47% | Q1 2016 | Q3 2023 | 31 |
Maple Capital Management, Inc. | 30 | 1 | 0.08% | 2.27% | 4.17% | Q4 2015 | Q3 2023 | 31 |
RNC CAPITAL MANAGEMENT LLC | 30 | 1 | 0.02% | 0.21% | 0.50% | Q4 2015 | Q3 2023 | 31 |
Buffington Mohr McNeal | 31 | 31 | 0.06% | 0.75% | 1.61% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.34% | 0.85% | 1.57% | Q1 2016 | Q3 2023 | 31 |
Snowden Capital Advisors LLC | 22 | 8 | 0.00% | 1.82% | 3.06% | Q1 2016 | Q3 2023 | 31 |
Progressive Investment Management Corp | 31 | 31 | 2.35% | 5.69% | 7.89% | Q1 2016 | Q3 2023 | 31 |
BRIGHTON JONES LLC | 31 | 31 | 16.37% | 25.22% | 39.83% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.38% | 1.38% | 3.64% | Q2 2013 | Q4 2020 | 31 |
HEADINVEST, LLC | 30 | 1 | 0.08% | 0.35% | 0.67% | Q4 2015 | Q3 2023 | 31 |
Atlas Brown,Inc. | 31 | 31 | 0.16% | 1.12% | 2.27% | Q1 2016 | Q3 2023 | 31 |
WHALEROCK POINT PARTNERS, LLC | 29 | 2 | 0.13% | 1.73% | 3.42% | Q4 2015 | Q3 2023 | 31 |
BI Asset Management Fondsmaeglerselskab A/S | 16 | 15 | 0.04% | 0.82% | 2.10% | Q4 2015 | Q3 2023 | 31 |
HHR Asset Management, LLC | 18 | 1 | 3.72% | 4.28% | 5.02% | Q2 2013 | Q1 2022 | 31 |
Wallington Asset Management, LLC | 31 | 31 | 0.18% | 1.85% | 4.13% | Q1 2016 | Q3 2023 | 31 |
ASPIRIANT, LLC | 31 | 31 | 0.02% | 0.14% | 0.24% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.24% | 0.63% | 1.01% | Q1 2016 | Q3 2023 | 31 |
BRR OpCo, LLC | 30 | 1 | 0.08% | 0.51% | 1.12% | Q3 2014 | Q3 2022 | 31 |
LANNEBO FONDER AB | 31 | 31 | 3.37% | 6.23% | 7.94% | Q1 2016 | Q3 2023 | 31 |
RiverPark Advisors, LLC | 31 | 31 | 0.40% | 2.63% | 4.85% | Q1 2016 | Q3 2023 | 31 |
Simplicity Solutions, LLC | 30 | 1 | 0.13% | 0.74% | 1.94% | Q4 2015 | Q3 2023 | 31 |
AVALON CAPITAL MANAGEMENT | 31 | 31 | 0.43% | 4.69% | 8.64% | Q1 2016 | Q3 2023 | 31 |
Wills Financial Group, Inc. | 29 | 2 | 0.19% | 1.78% | 3.44% | Q3 2015 | Q3 2023 | 31 |
Andra AP-fonden | 19 | 5 | 0.02% | 0.19% | 0.50% | Q2 2013 | Q2 2023 | 31 |
FRANKLIN STREET ADVISORS INC /NC | 31 | 31 | 0.64% | 2.67% | 4.33% | Q1 2016 | Q3 2023 | 31 |
Baystate Wealth Management LLC | 28 | 1 | 0.01% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 31 |
Lenox Wealth Advisors, LLC | 22 | 1 | 0.06% | 0.36% | 0.77% | Q2 2013 | Q1 2022 | 31 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 31 | 31 | 0.07% | 1.22% | 4.83% | Q1 2016 | Q3 2023 | 31 |
EMERALD ADVISERS, LLC | 28 | 3 | 0.03% | 0.11% | 0.18% | Q4 2015 | Q3 2023 | 31 |
Addison Capital Co | 31 | 31 | 0.64% | 1.09% | 1.68% | Q1 2016 | Q3 2023 | 31 |
NAPLES GLOBAL ADVISORS, LLC | 31 | 31 | 0.26% | 0.44% | 0.69% | Q1 2016 | Q3 2023 | 31 |
Chescapmanager LLC | 28 | 28 | 1.95% | 4.40% | 7.15% | Q4 2016 | Q3 2023 | 31 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.00% | 1.35% | 2.97% | Q4 2016 | Q3 2023 | 31 |
Penserra Capital Management LLC | 31 | 31 | 0.00% | 0.62% | 1.99% | Q1 2016 | Q3 2023 | 31 |
Waldron Private Wealth LLC | 28 | 1 | 0.15% | 0.83% | 1.44% | Q4 2013 | Q3 2023 | 31 |
Brookstone Capital Management | 28 | 2 | 0.00% | 0.27% | 0.88% | Q2 2015 | Q3 2023 | 31 |
WEALTHSOURCE PARTNERS, LLC | 31 | 31 | 0.11% | 0.48% | 1.61% | Q1 2016 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.33% | 0.94% | 1.43% | Q1 2016 | Q3 2023 | 31 |
American Money Management, LLC | 31 | 31 | 0.30% | 0.94% | 1.74% | Q1 2016 | Q3 2023 | 31 |
Silicon Valley Capital Partners | 31 | 31 | 0.25% | 1.97% | 4.43% | Q1 2016 | Q3 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.02% | 0.31% | 0.81% | Q1 2016 | Q3 2023 | 31 |
Berkeley Capital Partners, LLC | 30 | 1 | 0.15% | 0.43% | 0.82% | Q4 2015 | Q3 2023 | 31 |
Malaga Cove Capital, LLC | 31 | 31 | 0.63% | 1.99% | 3.20% | Q1 2016 | Q3 2023 | 31 |
FAGAN ASSOCIATES, INC. | 31 | 31 | 0.23% | 1.63% | 3.18% | Q1 2016 | Q3 2023 | 31 |
Gerber Kawasaki Wealth & Investment Management | 31 | 31 | 0.25% | 1.56% | 3.37% | Q1 2016 | Q3 2023 | 31 |
Caprock Group, LLC | 31 | 31 | 0.16% | 1.26% | 2.29% | Q1 2016 | Q3 2023 | 31 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 24 | 7 | 0.26% | 1.09% | 2.10% | Q1 2015 | Q3 2023 | 31 |
RIVERPARK CAPITAL MANAGEMENT LLC | 31 | 31 | 1.08% | 4.30% | 7.22% | Q1 2016 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.14% | 0.79% | 1.32% | Q2 2014 | Q4 2021 | 31 |
CAPITAL INSIGHT PARTNERS, LLC | 30 | 1 | 0.20% | 0.50% | 0.80% | Q4 2015 | Q3 2023 | 31 |
FORT PITT CAPITAL GROUP, LLC | 30 | 1 | 0.03% | 0.09% | 0.18% | Q4 2015 | Q3 2023 | 31 |
Tiller Private Wealth, Inc. | 31 | 31 | 0.18% | 0.78% | 2.17% | Q1 2016 | Q3 2023 | 31 |
Klingman & Associates, LLC | 25 | 6 | 0.01% | 0.28% | 0.60% | Q2 2015 | Q3 2023 | 31 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 30 | 30 | 0.03% | 1.33% | 2.61% | Q2 2016 | Q3 2023 | 30 |
TRUE Private Wealth Advisors | 30 | 30 | 0.09% | 0.71% | 1.31% | Q2 2016 | Q3 2023 | 30 |
PROFFITT & GOODSON INC | 30 | 30 | 0.14% | 0.46% | 0.75% | Q2 2016 | Q3 2023 | 30 |
BAHL & GAYNOR INC | 30 | 30 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Ironwood Investment Counsel, LLC | 29 | 1 | 0.11% | 0.89% | 1.78% | Q1 2016 | Q3 2023 | 30 |
CARRET ASSET MANAGEMENT, LLC | 30 | 30 | 0.05% | 0.70% | 1.41% | Q2 2016 | Q3 2023 | 30 |
Coronation Fund Managers Ltd. | 30 | 30 | 0.44% | 1.38% | 2.78% | Q2 2016 | Q3 2023 | 30 |
Polar Capital LLP | 30 | 30 | 0.30% | 1.44% | 3.28% | Q2 2013 | Q3 2020 | 30 |
Smith, Salley & Associates | 30 | 30 | 0.62% | 2.09% | 3.63% | Q2 2016 | Q3 2023 | 30 |
MARSHALL & SULLIVAN INC /WA/ | 19 | 1 | 0.00% | 1.44% | 3.06% | Q2 2014 | Q3 2023 | 30 |
Corbenic Partners LLC | 19 | 11 | 0.01% | 0.14% | 1.05% | Q2 2013 | Q2 2022 | 30 |
IRON Financial LLC | 30 | 30 | 0.23% | 0.97% | 1.71% | Q2 2016 | Q3 2023 | 30 |
SMITH CHAS P & ASSOCIATES PA CPAS | 28 | 2 | 0.03% | 0.15% | 0.27% | Q4 2015 | Q3 2023 | 30 |
ROYAL LONDON ASSET MANAGEMENT LTD | 17 | 4 | 0.13% | 3.04% | 4.95% | Q2 2013 | Q3 2023 | 30 |
SevenBridge Financial Group, LLC | 30 | 30 | 0.28% | 2.00% | 3.89% | Q2 2016 | Q3 2023 | 30 |
Skandinaviska Enskilda Banken AB (publ) | 27 | 3 | 0.43% | 1.77% | 3.53% | Q1 2016 | Q3 2023 | 30 |
LA FINANCIERE DE L'ECHIQUIER | 30 | 30 | 2.59% | 6.54% | 11.46% | Q2 2016 | Q3 2023 | 30 |
UBS OCONNOR LLC | 16 | 1 | 0.00% | 0.25% | 0.82% | Q2 2013 | Q3 2023 | 30 |
Man Group plc | 23 | 23 | 0.00% | 0.83% | 2.49% | Q1 2018 | Q3 2023 | 30 |
Sage Capital Advisors,llc | 26 | 26 | 0.00% | 2.04% | 3.65% | Q2 2017 | Q3 2023 | 30 |
BOK Financial Private Wealth, Inc. | 30 | 30 | 0.03% | 0.58% | 1.55% | Q2 2016 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.02% | 0.31% | 0.48% | Q2 2016 | Q3 2023 | 30 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 30 | 30 | 0.01% | 0.05% | 0.22% | Q2 2016 | Q3 2023 | 30 |
Private Wealth Advisors, Inc. | 28 | 28 | 0.01% | 2.21% | 7.88% | Q1 2014 | Q4 2020 | 30 |
Reilly Herbert Faulkner III | 30 | 30 | 2.48% | 3.44% | 5.54% | Q4 2013 | Q1 2021 | 30 |
Hedeker Wealth, LLC | 30 | 30 | 0.12% | 2.78% | 4.31% | Q2 2016 | Q3 2023 | 30 |
Atika Capital Management LLC | 23 | 1 | 0.06% | 2.50% | 8.59% | Q4 2015 | Q3 2023 | 30 |
Segment Wealth Management, LLC | 30 | 30 | 0.12% | 0.39% | 0.65% | Q2 2016 | Q3 2023 | 30 |
Greenbrier Partners Capital Management, LLC | 30 | 30 | 3.93% | 9.18% | 12.88% | Q2 2016 | Q3 2023 | 30 |
HM PAYSON & CO | 19 | 1 | 0.02% | 1.68% | 3.29% | Q4 2015 | Q3 2023 | 30 |
Kistler-Tiffany Companies, LLC | 30 | 30 | 0.01% | 0.58% | 1.31% | Q1 2016 | Q2 2023 | 30 |
Dakota Wealth Management | 24 | 24 | 0.00% | 1.64% | 3.42% | Q4 2017 | Q3 2023 | 30 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 30 | 30 | 0.07% | 0.15% | 0.20% | Q2 2016 | Q3 2023 | 30 |
SHIKIAR ASSET MANAGEMENT INC | 27 | 3 | 2.86% | 7.38% | 12.85% | Q1 2016 | Q3 2023 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.14% | 0.39% | 0.77% | Q2 2016 | Q3 2023 | 30 |
UNITED BANK | 26 | 1 | 0.17% | 0.32% | 1.86% | Q4 2013 | Q3 2023 | 30 |
MENORA MIVTACHIM HOLDINGS LTD. | 28 | 2 | 0.00% | 2.90% | 6.06% | Q2 2013 | Q3 2023 | 30 |
EXENCIAL WEALTH ADVISORS, LLC | 28 | 1 | 0.02% | 1.36% | 2.40% | Q1 2013 | Q3 2023 | 30 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 13 | 6 | 0.17% | 6.56% | 20.04% | Q4 2018 | Q3 2023 | 30 |
Horizon Investment Services, LLC | 27 | 1 | 0.09% | 0.23% | 0.35% | Q4 2015 | Q3 2023 | 30 |
Transform Wealth, LLC | 30 | 30 | 0.74% | 1.43% | 3.28% | Q2 2016 | Q3 2023 | 30 |
SouthState Corp | 30 | 30 | 0.20% | 1.55% | 2.74% | Q2 2016 | Q3 2023 | 30 |
Private Capital Advisors, Inc. | 29 | 1 | 0.17% | 0.84% | 3.10% | Q1 2016 | Q3 2023 | 30 |
MinichMacGregor Wealth Management, LLC | 17 | 13 | 0.02% | 0.19% | 0.39% | Q4 2015 | Q3 2023 | 30 |
LOWE BROCKENBROUGH & CO INC | 30 | 30 | 0.88% | 1.88% | 3.19% | Q2 2016 | Q3 2023 | 30 |
RPg Family Wealth Advisory, LLC | 20 | 10 | 2.08% | 3.44% | 5.33% | Q1 2016 | Q3 2023 | 30 |
Oxbow Advisors, LLC | 30 | 30 | 0.11% | 0.88% | 2.19% | Q2 2016 | Q3 2023 | 30 |
Pinkerton Retirement Specialists, LLC | 30 | 30 | 0.02% | 0.76% | 2.10% | Q2 2016 | Q3 2023 | 30 |
MARTIN CURRIE LTD | 30 | 30 | 0.36% | 0.60% | 0.94% | Q2 2016 | Q3 2023 | 30 |
Gilman Hill Asset Management, LLC | 30 | 30 | 0.10% | 0.37% | 0.63% | Q2 2016 | Q3 2023 | 30 |
Polaris Wealth Advisory Group, LLC | 30 | 30 | 0.01% | 0.36% | 0.91% | Q2 2016 | Q3 2023 | 30 |
Herald Investment Management Ltd | 28 | 2 | 0.26% | 0.74% | 1.10% | Q2 2013 | Q3 2023 | 30 |
JW Asset Management, LLC | 30 | 30 | 0.43% | 18.13% | 44.13% | Q4 2014 | Q1 2022 | 30 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 30 | 30 | 0.32% | 3.21% | 6.23% | Q2 2016 | Q3 2023 | 30 |
Bray Capital Advisors | 28 | 1 | 0.26% | 2.58% | 3.83% | Q1 2015 | Q3 2023 | 30 |
Leisure Capital Management | 28 | 1 | 0.22% | 0.50% | 0.89% | Q4 2015 | Q3 2023 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.16% | 0.43% | 0.74% | Q1 2016 | Q2 2023 | 30 |
Peak Asset Management, LLC | 30 | 30 | 0.15% | 0.47% | 0.80% | Q2 2016 | Q3 2023 | 30 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 24 | 6 | 0.14% | 0.28% | 0.48% | Q1 2016 | Q3 2023 | 30 |
Diligent Investors, LLC | 30 | 30 | 0.26% | 0.53% | 0.73% | Q2 2016 | Q3 2023 | 30 |
C V STARR & CO INC | 30 | 30 | 5.02% | 32.53% | 100.00% | Q2 2016 | Q3 2023 | 30 |
Darwin Wealth Management, LLC | 30 | 30 | 0.68% | 1.58% | 3.41% | Q2 2016 | Q3 2023 | 30 |
Gemmer Asset Management LLC | 28 | 2 | 0.06% | 0.22% | 0.40% | Q1 2014 | Q3 2023 | 30 |
DONALDSON CAPITAL MANAGEMENT, LLC | 29 | 1 | 0.03% | 0.33% | 0.73% | Q3 2015 | Q3 2023 | 30 |
MASTRAPASQUA ASSET MANAGEMENT INC | 28 | 1 | 0.00% | 2.47% | 3.79% | Q1 2016 | Q3 2023 | 30 |
Avenir Corp | 30 | 30 | 0.60% | 3.47% | 6.40% | Q2 2016 | Q3 2023 | 30 |
Good Life Advisors, LLC | 28 | 28 | 0.02% | 0.65% | 1.48% | Q4 2016 | Q3 2023 | 29 |
Heritage Wealth Advisors | 29 | 29 | 0.14% | 0.30% | 0.80% | Q3 2016 | Q3 2023 | 29 |
Legacy Private Trust Co. | 29 | 29 | 0.58% | 0.78% | 1.11% | Q3 2016 | Q3 2023 | 29 |
CADENCE BANK NA | 17 | 1 | 0.12% | 0.95% | 2.43% | Q4 2013 | Q3 2022 | 29 |
Pinnacle Wealth Management Advisory Group, LLC | 27 | 1 | 0.16% | 0.79% | 1.55% | Q4 2015 | Q3 2023 | 29 |
Marble Harbor Investment Counsel, LLC | 29 | 29 | 0.06% | 0.17% | 0.30% | Q3 2016 | Q3 2023 | 29 |
PEREGRINE CAPITAL MANAGEMENT LLC | 29 | 29 | 1.02% | 2.09% | 3.36% | Q3 2016 | Q3 2023 | 29 |
Cribstone Capital Management, LLC | 29 | 29 | 0.12% | 0.70% | 1.79% | Q4 2015 | Q4 2022 | 29 |
CTC LLC | 6 | 1 | 0.01% | 5.08% | 56.18% | Q2 2013 | Q3 2023 | 29 |
SECURITY ASSET MANAGEMENT | 29 | 29 | 1.81% | 2.92% | 3.81% | Q1 2016 | Q1 2023 | 29 |
Regal Investment Advisors LLC | 12 | 1 | 0.00% | 0.50% | 0.95% | Q2 2014 | Q3 2023 | 29 |
V Wealth Advisors LLC | 19 | 1 | 0.30% | 2.07% | 5.52% | Q1 2016 | Q3 2023 | 29 |
FORBES J M & CO LLP | 29 | 29 | 0.85% | 2.51% | 4.72% | Q3 2016 | Q3 2023 | 29 |
K.J. Harrison & Partners Inc | 29 | 29 | 0.17% | 1.83% | 3.91% | Q3 2016 | Q3 2023 | 29 |
Bruderman Asset Management, LLC | 26 | 3 | 0.03% | 1.13% | 2.92% | Q1 2015 | Q2 2022 | 29 |
Filament LLC | 29 | 29 | 0.13% | 0.32% | 0.55% | Q3 2013 | Q3 2020 | 29 |
SEARLE & CO. | 25 | 1 | 0.07% | 0.43% | 0.97% | Q4 2014 | Q3 2023 | 29 |
Nicholas Investment Partners, LP | 18 | 1 | 0.07% | 0.33% | 1.16% | Q4 2014 | Q3 2023 | 29 |
LYNCH & ASSOCIATES/IN | 28 | 1 | 0.09% | 0.30% | 0.69% | Q3 2016 | Q4 2023 | 29 |
Aptus Capital Advisors, LLC | 20 | 20 | 0.05% | 0.76% | 1.44% | Q4 2018 | Q3 2023 | 29 |
BAR HARBOR WEALTH MANAGEMENT | 28 | 1 | 0.08% | 0.73% | 1.50% | Q1 2014 | Q3 2023 | 29 |
VICUS CAPITAL | 21 | 8 | 0.05% | 0.30% | 0.61% | Q1 2016 | Q3 2023 | 29 |
Koshinski Asset Management, Inc. | 25 | 4 | 0.21% | 1.14% | 2.56% | Q2 2016 | Q3 2023 | 29 |
STONERIDGE INVESTMENT PARTNERS LLC | 27 | 1 | 0.04% | 2.30% | 4.27% | Q1 2014 | Q3 2023 | 29 |
AO Asset Management, LP | 29 | 29 | 0.94% | 4.28% | 12.70% | Q2 2015 | Q2 2022 | 29 |
Zhang Financial LLC | 29 | 29 | 0.13% | 0.96% | 1.72% | Q3 2016 | Q3 2023 | 29 |
Wealthcare Advisory Partners LLC | 25 | 4 | 0.02% | 0.31% | 0.58% | Q2 2016 | Q3 2023 | 29 |
Glenview Trust Co | 21 | 1 | 0.04% | 1.15% | 2.16% | Q4 2012 | Q3 2023 | 29 |
SpiderRock Advisors, LLC | 21 | 3 | 0.00% | 0.47% | 1.75% | Q1 2017 | Q3 2023 | 29 |
Cornerstone Advisory, LLC | 29 | 29 | 0.17% | 1.58% | 3.62% | Q3 2016 | Q3 2023 | 29 |
E&G Advisors, LP | 27 | 2 | 0.20% | 0.97% | 1.73% | Q4 2015 | Q3 2023 | 29 |
ELCO Management Co., LLC | 29 | 29 | 0.60% | 2.23% | 4.04% | Q3 2016 | Q3 2023 | 29 |
Stockbridge Partners LLC | 29 | 29 | 2.32% | 8.11% | 15.95% | Q3 2016 | Q3 2023 | 29 |
Waratah Capital Advisors Ltd. | 13 | 1 | 0.01% | 0.83% | 4.50% | Q4 2013 | Q3 2023 | 29 |
CAAS CAPITAL MANAGEMENT LP | 13 | 13 | 0.20% | 0.84% | 3.57% | Q3 2020 | Q3 2023 | 29 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 26 | 1 | 0.08% | 0.22% | 0.43% | Q4 2015 | Q3 2023 | 29 |
SIGNET FINANCIAL MANAGEMENT, LLC | 14 | 2 | 0.00% | 0.47% | 1.30% | Q2 2016 | Q3 2023 | 29 |
NIXON PEABODY TRUST CO | 26 | 3 | 0.19% | 2.90% | 4.98% | Q4 2015 | Q3 2023 | 29 |
NewEdge Advisors, LLC | 29 | 29 | 0.09% | 0.83% | 1.70% | Q3 2016 | Q3 2023 | 29 |
Nelson Capital Management, LLC | 28 | 1 | 1.85% | 3.75% | 5.90% | Q2 2013 | Q3 2023 | 29 |
JACOBSON & SCHMITT ADVISORS, LLC | 29 | 29 | 2.48% | 4.53% | 6.04% | Q3 2016 | Q3 2023 | 29 |
C WorldWide Group Holding A/S | 29 | 29 | 4.07% | 6.54% | 8.64% | Q3 2016 | Q3 2023 | 29 |
WINTON GROUP Ltd | 22 | 3 | 0.01% | 0.44% | 0.96% | Q3 2015 | Q3 2023 | 29 |
W.G. Shaheen & Associates DBA Whitney & Co | 29 | 29 | 0.11% | 1.42% | 3.22% | Q3 2016 | Q3 2023 | 29 |
Alpha Omega Wealth Management LLC | 29 | 29 | 0.00% | 0.22% | 0.45% | Q3 2016 | Q3 2023 | 29 |
Spectrum Management Group, LLC | 29 | 29 | 0.42% | 1.01% | 1.63% | Q3 2015 | Q3 2022 | 29 |
ADVISORY RESEARCH INC | 28 | 1 | 0.00% | 0.11% | 0.50% | Q1 2014 | Q3 2023 | 29 |
RPG Investment Advisory, LLC | 26 | 1 | 0.03% | 1.33% | 2.60% | Q4 2015 | Q3 2023 | 29 |
AE Wealth Management LLC | 28 | 28 | 0.00% | 0.70% | 1.30% | Q4 2016 | Q3 2023 | 29 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 29 | 29 | 0.05% | 1.14% | 2.55% | Q3 2016 | Q3 2023 | 29 |
HAMEL ASSOCIATES, INC. | 29 | 29 | 0.05% | 0.21% | 0.40% | Q3 2016 | Q3 2023 | 29 |
SHELL ASSET MANAGEMENT CO | 29 | 29 | 0.58% | 2.17% | 3.67% | Q3 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.22% | 1.25% | 3.00% | Q4 2013 | Q4 2020 | 29 |
Frontier Wealth Management LLC | 29 | 29 | 0.03% | 0.53% | 1.30% | Q2 2015 | Q2 2022 | 29 |
Harel Insurance Investments & Financial Services Ltd. | 28 | 1 | 0.00% | 1.37% | 5.20% | Q2 2016 | Q3 2023 | 29 |
First PREMIER Bank | 29 | 29 | 0.07% | 0.37% | 0.74% | Q3 2016 | Q3 2023 | 29 |
GENERATION INVESTMENT MANAGEMENT LLP | 13 | 5 | 0.52% | 3.49% | 8.91% | Q2 2014 | Q3 2023 | 29 |
Advisors Capital Management, LLC | 22 | 1 | 0.02% | 0.36% | 1.34% | Q2 2014 | Q2 2023 | 29 |
PEDDOCK CAPITAL ADVISORS, LLC | 29 | 29 | 0.01% | 0.58% | 1.37% | Q3 2016 | Q3 2023 | 29 |
JNBA Financial Advisors | 29 | 29 | 0.03% | 0.30% | 0.60% | Q3 2016 | Q3 2023 | 29 |
TIEDEMANN ADVISORS, LLC | 29 | 29 | 0.14% | 0.36% | 0.60% | Q3 2016 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 25 | 4 | 0.05% | 0.54% | 1.66% | Q2 2013 | Q3 2020 | 29 |
AUA CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.04% | 2.03% | 3.42% | Q4 2016 | Q3 2023 | 28 |
VISTA CAPITAL PARTNERS, INC. | 28 | 28 | 0.07% | 0.17% | 0.30% | Q4 2016 | Q3 2023 | 28 |
SPINNAKER TRUST | 28 | 28 | 0.03% | 0.35% | 0.68% | Q4 2016 | Q3 2023 | 28 |
BAXTER BROS INC | 28 | 28 | 0.15% | 0.39% | 0.72% | Q4 2016 | Q3 2023 | 28 |
Banco Santander, S.A. | 28 | 28 | 0.46% | 1.33% | 5.19% | Q4 2016 | Q3 2023 | 28 |
CLEAR INVESTMENT RESEARCH, LLC | 28 | 28 | 0.00% | 0.29% | 0.75% | Q4 2016 | Q3 2023 | 28 |
TOWER BRIDGE ADVISORS | 28 | 28 | 0.07% | 0.39% | 1.02% | Q4 2016 | Q3 2023 | 28 |
Buckingham Capital Management, Inc. | 27 | 27 | 0.00% | 1.48% | 2.45% | Q1 2017 | Q3 2023 | 28 |
Courage Miller Partners, LLC | 28 | 28 | 0.21% | 0.41% | 0.62% | Q4 2016 | Q3 2023 | 28 |
DAVIS-REA LTD. | 28 | 28 | 0.14% | 5.80% | 10.23% | Q4 2016 | Q3 2023 | 28 |
Newman Dignan & Sheerar, Inc. | 27 | 1 | 0.03% | 0.55% | 1.22% | Q3 2016 | Q3 2023 | 28 |
CLOUGH CAPITAL PARTNERS L P | 20 | 1 | 0.27% | 2.42% | 5.99% | Q2 2014 | Q3 2023 | 28 |
Kingfisher Capital LLC | 28 | 28 | 0.76% | 1.14% | 1.46% | Q4 2016 | Q3 2023 | 28 |
Legacy Advisors, LLC | 28 | 28 | 0.01% | 0.99% | 2.27% | Q4 2016 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.12% | 0.23% | 0.43% | Q4 2016 | Q3 2023 | 28 |
TD Capital Management LLC | 26 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 28 |
FISHMAN JAY A LTD/MI | 28 | 28 | 0.46% | 5.88% | 8.85% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.02% | 0.41% | 0.93% | Q2 2013 | Q1 2020 | 28 |
Close Asset Management Ltd | 28 | 28 | 0.12% | 1.89% | 4.29% | Q4 2016 | Q3 2023 | 28 |
Ithaka Group | 28 | 28 | 5.46% | 7.04% | 8.11% | Q4 2016 | Q3 2023 | 28 |
Belvedere Trading LLC | 7 | 1 | 0.00% | 3.58% | 19.88% | Q4 2014 | Q3 2023 | 28 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 28 | 28 | 0.45% | 1.15% | 2.02% | Q4 2016 | Q3 2023 | 28 |
PIEDMONT INVESTMENT ADVISORS INC | 28 | 28 | 1.43% | 2.55% | 4.81% | Q2 2013 | Q1 2020 | 28 |
KLCM Advisors, Inc. | 26 | 2 | 0.07% | 0.13% | 0.24% | Q3 2015 | Q3 2023 | 28 |
Newbrook Capital Advisors LP | 20 | 1 | 2.82% | 6.21% | 12.48% | Q4 2013 | Q3 2023 | 28 |
Terra Nova Asset Management LLC | 16 | 12 | 0.30% | 3.98% | 8.35% | Q1 2015 | Q3 2023 | 28 |
Elgethun Capital Management | 28 | 28 | 0.24% | 0.53% | 0.75% | Q4 2016 | Q3 2023 | 28 |
Highland Private Wealth Management | 28 | 28 | 1.56% | 8.12% | 11.70% | Q4 2015 | Q3 2022 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.12% | 0.32% | Q4 2016 | Q3 2023 | 28 |
Cottage Street Advisors LLC | 20 | 1 | 0.14% | 1.28% | 3.14% | Q2 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.23% | 0.35% | 0.45% | Q4 2016 | Q3 2023 | 28 |
SMITH, MOORE & CO. | 28 | 28 | 0.10% | 0.50% | 0.87% | Q4 2016 | Q3 2023 | 28 |
Graticule Asia Macro Advisors LLC | 12 | 1 | 0.05% | 2.67% | 10.40% | Q2 2015 | Q3 2022 | 28 |
Coastal Bridge Advisors, LLC | 28 | 28 | 0.28% | 0.63% | 1.10% | Q4 2016 | Q3 2023 | 28 |
Potrero Capital Research LLC | 25 | 25 | 0.50% | 4.47% | 10.28% | Q4 2016 | Q4 2022 | 28 |
AlphaMark Advisors, LLC | 28 | 28 | 0.01% | 0.71% | 2.00% | Q4 2016 | Q3 2023 | 28 |
Oliver Luxxe Assets LLC | 16 | 12 | 0.07% | 0.75% | 1.74% | Q4 2015 | Q3 2023 | 28 |
Mirador Capital Partners LP | 26 | 2 | 0.13% | 2.02% | 4.07% | Q1 2016 | Q3 2023 | 28 |
SteelPeak Wealth, LLC | 16 | 16 | 0.00% | 2.09% | 4.47% | Q4 2019 | Q3 2023 | 28 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.74% | 5.08% | 9.60% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.67% | 1.23% | 1.84% | Q1 2016 | Q4 2022 | 28 |
Stratos Wealth Partners, LTD. | 20 | 1 | 0.08% | 1.28% | 2.40% | Q2 2014 | Q3 2023 | 28 |
FRIESS ASSOCIATES LLC | 28 | 28 | 0.34% | 2.41% | 5.04% | Q2 2015 | Q1 2022 | 28 |
ROOSEVELT INVESTMENT GROUP LLC | 28 | 28 | 0.45% | 2.73% | 4.80% | Q4 2015 | Q3 2022 | 28 |
Grassi Investment Management | 28 | 28 | 0.04% | 0.39% | 0.78% | Q4 2016 | Q3 2023 | 28 |
Ardevora Asset Management LLP | 15 | 1 | 0.52% | 0.92% | 2.52% | Q2 2015 | Q3 2023 | 28 |
Temasek Holdings (Private) Ltd | 28 | 28 | 0.36% | 1.17% | 2.39% | Q4 2016 | Q3 2023 | 28 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.67% | 2.46% | 4.48% | Q3 2014 | Q3 2023 | 28 |
HBK INVESTMENTS L P | 14 | 1 | 0.00% | 0.19% | 0.58% | Q2 2013 | Q2 2023 | 28 |
Migdal Insurance & Financial Holdings Ltd. | 28 | 28 | 0.03% | 1.70% | 3.49% | Q4 2016 | Q3 2023 | 28 |
RKL Wealth Management LLC | 28 | 28 | 0.88% | 1.67% | 2.67% | Q4 2016 | Q3 2023 | 28 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 3 | 0.32% | 1.89% | 3.52% | Q3 2016 | Q3 2023 | 28 |
FORSTA AP-FONDEN | 28 | 28 | 1.54% | 2.91% | 4.55% | Q4 2016 | Q3 2023 | 28 |
Ninety One UK Ltd | 28 | 28 | 0.15% | 1.59% | 3.18% | Q4 2016 | Q3 2023 | 28 |
Sompo Asset Management Co., Ltd. | 28 | 28 | 1.22% | 2.34% | 3.62% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.01% | 0.15% | 0.52% | Q4 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 18 | 1 | 0.18% | 0.86% | 1.61% | Q3 2013 | Q3 2023 | 28 |
Edgestream Partners, L.P. | 14 | 3 | 0.05% | 0.79% | 3.60% | Q1 2016 | Q3 2023 | 28 |
CHICAGO TRUST Co NA | 25 | 3 | 0.08% | 0.60% | 1.44% | Q1 2015 | Q3 2023 | 28 |
Bragg Financial Advisors, Inc | 27 | 1 | 0.04% | 0.77% | 1.50% | Q3 2016 | Q3 2023 | 28 |
Eagle Capital Management, LLC | 28 | 28 | 1.90% | 3.07% | 6.72% | Q4 2016 | Q3 2023 | 28 |
DIMENSION CAPITAL MANAGEMENT LLC | 28 | 28 | 0.11% | 0.42% | 2.33% | Q4 2016 | Q3 2023 | 28 |
Private Advisory Group LLC | 28 | 28 | 1.98% | 4.19% | 7.10% | Q4 2016 | Q3 2023 | 28 |
INGALLS & SNYDER LLC | 12 | 2 | 0.02% | 0.63% | 1.28% | Q2 2016 | Q3 2023 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.02% | 0.67% | 1.14% | Q3 2016 | Q3 2023 | 28 |
Drexel Morgan & Co. | 28 | 28 | 0.34% | 0.96% | 2.07% | Q3 2014 | Q2 2021 | 28 |
EAGLE GLOBAL ADVISORS LLC | 28 | 28 | 0.12% | 1.67% | 3.94% | Q4 2016 | Q3 2023 | 28 |
WATERS PARKERSON & CO., LLC | 28 | 28 | 0.02% | 0.05% | 0.12% | Q4 2016 | Q3 2023 | 28 |
GUYASUTA INVESTMENT ADVISORS INC | 28 | 28 | 0.03% | 0.97% | 1.87% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.37% | 1.30% | 2.36% | Q4 2016 | Q3 2023 | 28 |
Blue Edge Capital, LLC | 28 | 28 | 0.93% | 1.81% | 3.25% | Q4 2016 | Q3 2023 | 28 |
Plancorp, LLC | 28 | 28 | 0.06% | 0.29% | 0.68% | Q4 2016 | Q3 2023 | 28 |
Intellectus Partners, LLC | 28 | 28 | 1.55% | 3.36% | 5.11% | Q4 2016 | Q3 2023 | 28 |
Pinnacle Family Advisors, LLC | 28 | 28 | 0.20% | 4.58% | 9.21% | Q4 2016 | Q3 2023 | 28 |
Cranbrook Wealth Management, LLC | 28 | 28 | 0.02% | 0.06% | 0.31% | Q4 2016 | Q3 2023 | 28 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 27 | 1 | 0.09% | 0.20% | 0.43% | Q3 2016 | Q3 2023 | 28 |
Almanack Investment Partners, LLC. | 28 | 28 | 0.18% | 0.50% | 1.12% | Q4 2016 | Q3 2023 | 28 |
VALLEY WEALTH MANAGERS, INC. | 15 | 1 | 0.02% | 0.12% | 0.20% | Q2 2016 | Q3 2023 | 28 |
Fairbanks Capital Management, Inc. | 28 | 28 | 0.39% | 1.55% | 3.20% | Q4 2016 | Q3 2023 | 28 |
GM Advisory Group, LLC | 28 | 28 | 0.53% | 1.41% | 3.19% | Q4 2016 | Q3 2023 | 28 |
LYELL WEALTH MANAGEMENT, LP | 28 | 28 | 1.55% | 2.50% | 3.30% | Q4 2016 | Q3 2023 | 28 |
Pacific Wealth Strategies Group, Inc. | 28 | 28 | 0.22% | 3.25% | 4.77% | Q4 2016 | Q3 2023 | 28 |
Harbor Advisors LLC | 28 | 28 | 1.98% | 4.22% | 5.80% | Q4 2016 | Q3 2023 | 28 |
CULBERTSON A N & CO INC | 28 | 28 | 0.09% | 0.41% | 0.79% | Q4 2016 | Q3 2023 | 28 |
Dana Investment Advisors, Inc. | 28 | 28 | 0.38% | 1.28% | 2.28% | Q4 2016 | Q3 2023 | 28 |
REDW Wealth LLC | 28 | 28 | 0.26% | 0.49% | 0.82% | Q4 2016 | Q3 2023 | 28 |
JT Stratford LLC | 28 | 28 | 0.66% | 2.17% | 3.43% | Q4 2016 | Q3 2023 | 28 |
COLUMBUS CIRCLE INVESTORS | 23 | 5 | 0.50% | 1.67% | 2.60% | Q2 2013 | Q3 2020 | 28 |
Hayek Kallen Investment Management | 28 | 28 | 0.30% | 0.92% | 1.49% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.97% | 1.88% | 2.62% | Q4 2016 | Q3 2023 | 28 |
BRAUN STACEY ASSOCIATES INC | 28 | 28 | 1.23% | 2.50% | 3.88% | Q4 2016 | Q3 2023 | 28 |
GENERAL AMERICAN INVESTORS CO INC | 28 | 28 | 1.52% | 3.25% | 5.27% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 1.14% | 2.52% | 3.61% | Q4 2016 | Q3 2023 | 28 |
BLACKHILL CAPITAL INC | 28 | 28 | 0.01% | 0.26% | 0.52% | Q4 2016 | Q3 2023 | 28 |
SIMON QUICK ADVISORS, LLC | 28 | 28 | 0.00% | 0.47% | 1.78% | Q4 2016 | Q3 2023 | 28 |
Norway Savings Bank | 28 | 28 | 0.03% | 0.70% | 1.78% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.73% | 1.40% | 2.24% | Q4 2016 | Q3 2023 | 28 |
First Bank & Trust | 28 | 28 | 0.29% | 0.78% | 1.20% | Q4 2016 | Q3 2023 | 28 |
THOMPSON DAVIS & CO., INC. | 20 | 8 | 0.02% | 0.86% | 2.60% | Q4 2013 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 1.07% | 2.51% | 4.17% | Q4 2016 | Q3 2023 | 28 |
Welch Group, LLC | 28 | 28 | 0.04% | 0.19% | 0.60% | Q4 2016 | Q3 2023 | 28 |
CMH Wealth Management LLC | 28 | 28 | 3.17% | 5.31% | 7.74% | Q4 2016 | Q3 2023 | 28 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 28 | 28 | 0.30% | 0.79% | 1.36% | Q4 2016 | Q3 2023 | 28 |
Harvest Fund Management Co., Ltd | 28 | 28 | 1.16% | 3.76% | 7.21% | Q4 2016 | Q3 2023 | 28 |
AustralianSuper Pty Ltd | 28 | 28 | 2.36% | 4.94% | 10.81% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.10% | 0.86% | 1.67% | Q4 2016 | Q3 2023 | 28 |
Benson Investment Management Company, Inc. | 28 | 28 | 0.60% | 2.97% | 6.16% | Q4 2016 | Q3 2023 | 28 |
RWA WEALTH PARTNERS, LLC | 28 | 28 | 0.07% | 0.37% | 0.76% | Q4 2016 | Q3 2023 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.23% | 1.07% | 1.81% | Q4 2016 | Q3 2023 | 28 |
Sicart Associates LLC | 28 | 28 | 0.15% | 0.38% | 0.77% | Q4 2016 | Q3 2023 | 28 |
First National Bank of Hutchinson | 28 | 28 | 0.42% | 1.16% | 1.65% | Q4 2016 | Q3 2023 | 28 |
Shepherd Financial Partners LLC | 28 | 28 | 0.66% | 1.41% | 2.10% | Q4 2016 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.22% | 1.07% | 2.20% | Q4 2014 | Q3 2021 | 28 |
Assenagon Asset Management S.A. | 28 | 28 | 0.00% | 3.28% | 7.18% | Q4 2016 | Q3 2023 | 28 |
Meridian Wealth Management, LLC | 28 | 28 | 1.90% | 4.18% | 7.91% | Q4 2016 | Q3 2023 | 28 |
Perennial Advisors, LLC | 28 | 28 | 0.82% | 2.30% | 3.46% | Q4 2016 | Q3 2023 | 28 |
COMPTON CAPITAL MANAGEMENT INC /RI | 28 | 28 | 0.33% | 1.08% | 2.00% | Q2 2016 | Q1 2023 | 28 |
OAKBROOK INVESTMENTS LLC | 28 | 28 | 0.60% | 1.27% | 2.49% | Q2 2013 | Q1 2020 | 28 |
MITCHELL CAPITAL MANAGEMENT CO | 28 | 28 | 2.41% | 4.01% | 5.41% | Q4 2016 | Q3 2023 | 28 |
Keel Point, LLC | 28 | 28 | 0.06% | 0.25% | 0.55% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 1.44% | 2.19% | Q4 2016 | Q3 2023 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.42% | 1.91% | 2.86% | Q4 2016 | Q3 2023 | 28 |
America First Investment Advisors, LLC | 24 | 1 | 0.00% | 0.94% | 5.60% | Q3 2013 | Q3 2023 | 28 |
IMA Wealth, Inc. | 28 | 28 | 0.72% | 1.03% | 1.39% | Q4 2016 | Q3 2023 | 28 |
ALPS ADVISORS INC | 22 | 6 | 0.00% | 0.07% | 0.15% | Q3 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 1.00% | 1.72% | 3.11% | Q4 2016 | Q3 2023 | 28 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 28 | 28 | 0.24% | 0.74% | 1.40% | Q4 2016 | Q3 2023 | 28 |
Northwest Quadrant Wealth Management, LLC | 28 | 28 | 0.22% | 0.37% | 0.55% | Q4 2016 | Q3 2023 | 28 |
East Coast Asset Management, LLC. | 27 | 1 | 0.00% | 6.65% | 13.59% | Q1 2013 | Q3 2023 | 28 |
Circle Wealth Management, LLC | 28 | 28 | 0.34% | 0.99% | 1.51% | Q4 2016 | Q3 2023 | 28 |
SeaBridge Investment Advisors LLC | 28 | 28 | 0.06% | 0.30% | 0.72% | Q4 2016 | Q3 2023 | 28 |
FLOSSBACH VON STORCH AG | 28 | 28 | 0.51% | 2.59% | 5.18% | Q4 2016 | Q3 2023 | 28 |
S&CO INC | 28 | 28 | 0.04% | 0.25% | 0.68% | Q4 2016 | Q3 2023 | 28 |
HM Capital Management, LLC | 28 | 28 | 0.87% | 1.90% | 4.37% | Q4 2015 | Q3 2022 | 28 |
CONDOR CAPITAL MANAGEMENT | 27 | 1 | 0.05% | 0.65% | 1.25% | Q3 2016 | Q3 2023 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.28% | 1.06% | 1.69% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 1.80% | 3.11% | 4.63% | Q4 2016 | Q3 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 2.15% | 2.94% | 4.30% | Q4 2016 | Q3 2023 | 28 |
Crestone Asset Management LLC | 28 | 28 | 0.21% | 0.39% | 0.64% | Q4 2016 | Q3 2023 | 28 |
Ridgewood Investments LLC | 28 | 28 | 0.30% | 0.73% | 1.74% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.34% | 2.20% | 3.10% | Q4 2016 | Q3 2023 | 28 |
CRAWFORD INVESTMENT COUNSEL INC | 28 | 28 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
AllSquare Wealth Management LLC | 28 | 28 | 0.17% | 0.45% | 0.63% | Q4 2016 | Q3 2023 | 28 |
Diversified Portfolios, Inc. | 22 | 1 | 0.12% | 0.20% | 0.42% | Q2 2015 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.21% | 0.68% | 1.15% | Q4 2016 | Q3 2023 | 28 |
Azimuth Capital Management LLC | 26 | 2 | 0.02% | 1.03% | 1.62% | Q1 2014 | Q1 2022 | 28 |
BBR PARTNERS, LLC | 24 | 4 | 0.10% | 1.09% | 2.18% | Q3 2016 | Q3 2023 | 28 |
Clearstead Trust, LLC | 28 | 28 | 0.37% | 3.13% | 5.16% | Q4 2016 | Q3 2023 | 28 |
FRONT BARNETT ASSOCIATES LLC | 27 | 27 | 0.91% | 3.13% | 4.85% | Q1 2017 | Q3 2023 | 27 |
Atlantic Union Bankshares Corp | 27 | 27 | 0.08% | 1.15% | 1.74% | Q1 2017 | Q3 2023 | 27 |
Whitegate Investment Counselors, Inc. | 27 | 27 | 0.04% | 0.14% | 0.22% | Q1 2017 | Q3 2023 | 27 |
RB Capital Management, LLC | 27 | 27 | 0.01% | 1.47% | 2.51% | Q1 2017 | Q3 2023 | 27 |
GW&K Investment Management, LLC | 27 | 27 | 0.19% | 0.31% | 0.42% | Q1 2017 | Q3 2023 | 27 |
Omnia Family Wealth, LLC | 16 | 11 | 0.03% | 0.70% | 1.71% | Q4 2016 | Q3 2023 | 27 |
Empirical Finance, LLC | 26 | 1 | 0.08% | 1.47% | 3.00% | Q4 2016 | Q3 2023 | 27 |
SPC Financial, Inc. | 27 | 27 | 0.06% | 0.17% | 0.39% | Q1 2017 | Q3 2023 | 27 |
Clarkston Capital Partners, LLC | 27 | 27 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.06% | 0.15% | 0.34% | Q4 2016 | Q3 2023 | 27 |
Conservest Capital Advisors, Inc. | 27 | 27 | 0.04% | 0.07% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Lipe & Dalton | 27 | 27 | 0.09% | 0.29% | 0.81% | Q1 2017 | Q3 2023 | 27 |
SYMPHONY ASSET MANAGEMENT LLC | 27 | 27 | 0.07% | 0.61% | 2.50% | Q2 2013 | Q4 2019 | 27 |
GenTrust, LLC | 26 | 1 | 0.24% | 0.66% | 4.01% | Q4 2016 | Q3 2023 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.09% | 0.59% | 1.15% | Q3 2013 | Q2 2020 | 27 |
HOLDERNESS INVESTMENTS CO | 27 | 27 | 2.31% | 4.41% | 6.49% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.08% | 0.56% | 1.37% | Q2 2013 | Q4 2019 | 27 |
BAR HARBOR TRUST SERVICES | 26 | 1 | 0.00% | 0.48% | 1.19% | Q4 2013 | Q2 2022 | 27 |
Whetstone Capital Advisors, LLC | 24 | 3 | 0.15% | 6.92% | 12.09% | Q4 2014 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.49% | 1.17% | 1.96% | Q1 2017 | Q3 2023 | 27 |
Canal Capital Management, LLC | 27 | 27 | 0.28% | 0.99% | 1.77% | Q1 2017 | Q3 2023 | 27 |
CHICKASAW CAPITAL MANAGEMENT LLC | 27 | 27 | 0.03% | 0.13% | 0.25% | Q1 2017 | Q3 2023 | 27 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 26 | 1 | 0.03% | 0.08% | 0.16% | Q1 2015 | Q3 2023 | 27 |
Cypress Capital Group | 27 | 27 | 0.05% | 0.75% | 1.17% | Q1 2017 | Q3 2023 | 27 |
HARTLINE INVESTMENT CORP/ | 27 | 27 | 0.53% | 2.77% | 4.25% | Q1 2017 | Q3 2023 | 27 |
SHUFRO ROSE & CO LLC | 27 | 27 | 0.02% | 0.49% | 1.07% | Q1 2017 | Q3 2023 | 27 |
Fortis Advisors, LLC | 27 | 27 | 0.16% | 0.58% | 0.96% | Q1 2017 | Q3 2023 | 27 |
Firsthand Capital Management, Inc. | 27 | 27 | 2.56% | 3.80% | 5.44% | Q2 2013 | Q4 2019 | 27 |
Empire Life Investments Inc. | 25 | 2 | 0.14% | 1.48% | 2.77% | Q4 2016 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.06% | 0.18% | 0.54% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.19% | 0.75% | 1.38% | Q4 2016 | Q3 2023 | 27 |
Horan Capital Advisors, LLC. | 27 | 27 | 0.15% | 0.32% | 0.46% | Q1 2017 | Q3 2023 | 27 |
GW HENSSLER & ASSOCIATES LTD | 27 | 27 | 0.02% | 0.68% | 1.72% | Q1 2017 | Q3 2023 | 27 |
Beaumont Financial Partners, LLC | 26 | 1 | 0.02% | 1.19% | 2.79% | Q4 2013 | Q3 2022 | 27 |
ARDSLEY ADVISORY PARTNERS LP | 10 | 1 | 0.03% | 0.70% | 3.21% | Q1 2015 | Q3 2023 | 27 |
River Wealth Advisors LLC | 27 | 27 | 0.13% | 1.61% | 2.62% | Q1 2017 | Q3 2023 | 27 |
Venturi Wealth Management, LLC | 27 | 27 | 0.12% | 0.34% | 0.67% | Q1 2017 | Q3 2023 | 27 |
SECURITY NATIONAL BANK OF SO DAK | 24 | 1 | 0.23% | 0.42% | 0.61% | Q3 2016 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.39% | 1.28% | 2.11% | Q1 2017 | Q3 2023 | 27 |
Pointe Capital Management LLC | 27 | 27 | 0.17% | 0.97% | 1.75% | Q1 2017 | Q3 2023 | 27 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.00% | 0.90% | 1.67% | Q4 2018 | Q3 2023 | 27 |
HCR Wealth Advisors | 25 | 2 | 0.28% | 0.92% | 1.62% | Q4 2016 | Q3 2023 | 27 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 27 | 27 | 0.00% | 1.19% | 5.27% | Q1 2017 | Q3 2023 | 27 |
MYCIO WEALTH PARTNERS, LLC | 27 | 27 | 0.01% | 0.21% | 0.58% | Q2 2013 | Q4 2019 | 27 |
Wellington Shields & Co., LLC | 16 | 2 | 0.07% | 0.88% | 2.67% | Q2 2016 | Q3 2023 | 27 |
Clear Harbor Asset Management, LLC | 27 | 27 | 0.04% | 0.32% | 1.12% | Q1 2017 | Q3 2023 | 27 |
EFG Asset Management (Americas) Corp. | 27 | 27 | 0.12% | 2.47% | 3.56% | Q1 2017 | Q3 2023 | 27 |
NOVARE CAPITAL MANAGEMENT LLC | 27 | 27 | 0.05% | 1.24% | 2.24% | Q1 2017 | Q3 2023 | 27 |
CIBC BANK USA | 27 | 27 | 0.06% | 0.49% | 1.38% | Q2 2013 | Q4 2019 | 27 |
Capital Asset Advisory Services LLC | 17 | 4 | 0.27% | 1.03% | 2.18% | Q2 2016 | Q3 2023 | 27 |
STABLEFORD CAPITAL II LLC | 25 | 2 | 1.78% | 3.10% | 5.26% | Q4 2016 | Q3 2023 | 27 |
Tufton Capital Management | 27 | 27 | 0.04% | 0.61% | 1.76% | Q1 2017 | Q3 2023 | 27 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 27 | 27 | 0.15% | 0.49% | 1.04% | Q2 2016 | Q4 2022 | 27 |
Modera Wealth Management, LLC | 27 | 27 | 0.06% | 0.27% | 0.99% | Q1 2017 | Q3 2023 | 27 |
HWG Holdings LP | 12 | 1 | 0.02% | 2.93% | 8.21% | Q4 2015 | Q4 2023 | 27 |
Summit X, LLC | 25 | 25 | 0.01% | 1.90% | 26.32% | Q3 2017 | Q3 2023 | 27 |
Portland Hill Asset Management Ltd | 27 | 27 | 1.60% | 2.94% | 6.56% | Q1 2017 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.51% | 1.60% | 3.51% | Q2 2013 | Q4 2019 | 27 |
ARK Investment Management | 24 | 3 | 0.04% | 1.37% | 5.63% | Q4 2016 | Q3 2023 | 27 |
Cornerstone Capital, Inc. | 27 | 27 | 0.05% | 2.14% | 4.14% | Q1 2017 | Q3 2023 | 27 |
SeaTown Holdings Pte. Ltd. | 19 | 8 | 0.44% | 6.77% | 17.50% | Q4 2016 | Q3 2023 | 27 |
Heritage Trust Co | 27 | 27 | 0.09% | 0.64% | 1.58% | Q1 2017 | Q3 2023 | 27 |
Cypress Capital Management LLC (WY) | 27 | 27 | 0.02% | 1.42% | 2.51% | Q2 2016 | Q4 2022 | 27 |
Gilbert & Cook, Inc. | 27 | 27 | 0.08% | 0.31% | 0.56% | Q1 2017 | Q3 2023 | 27 |
Gradient Capital Advisors, LLC | 23 | 23 | 0.13% | 0.34% | 0.53% | Q1 2018 | Q3 2023 | 27 |
NTV ASSET MANAGEMENT LLC | 27 | 27 | 0.07% | 0.38% | 0.73% | Q1 2017 | Q3 2023 | 27 |
CCM INVESTMENT ADVISERS LLC | 27 | 27 | 1.50% | 3.00% | 4.04% | Q1 2017 | Q3 2023 | 27 |
Itau Unibanco Holding S.A. | 27 | 27 | 0.02% | 0.91% | 3.02% | Q1 2017 | Q3 2023 | 27 |
SUMMITRY LLC | 17 | 2 | 0.02% | 0.70% | 4.11% | Q2 2016 | Q3 2023 | 27 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 26 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 27 |
CORNERCAP INVESTMENT COUNSEL INC | 27 | 27 | 0.04% | 0.18% | 0.28% | Q1 2017 | Q3 2023 | 27 |
American National Registered Investment Advisor, Inc. | 27 | 27 | 0.39% | 2.58% | 4.80% | Q3 2015 | Q1 2022 | 27 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.53% | 0.92% | Q2 2017 | Q3 2023 | 27 |
Sunbelt Securities, Inc. | 25 | 2 | 0.57% | 1.60% | 2.73% | Q3 2016 | Q3 2023 | 27 |
Renaissance Technologies | 4 | 2 | 0.00% | 0.43% | 1.30% | Q2 2013 | Q2 2023 | 27 |
Engineers Gate Manager LP | 16 | 1 | 0.02% | 0.30% | 0.96% | Q4 2014 | Q3 2023 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.22% | 0.69% | Q2 2013 | Q3 2019 | 27 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 27 | 27 | 0.03% | 0.34% | 0.62% | Q1 2017 | Q3 2023 | 27 |
PEOPLES BANK /OH | 27 | 27 | 0.17% | 0.61% | 1.10% | Q1 2017 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.01% | 1.88% | 3.06% | Q1 2017 | Q3 2023 | 27 |
Affiance Financial, LLC | 27 | 27 | 0.16% | 0.57% | 1.22% | Q1 2017 | Q3 2023 | 27 |
NICOLET BANKSHARES INC | 27 | 27 | 0.12% | 0.76% | 1.31% | Q1 2017 | Q3 2023 | 27 |
Riggs Asset Managment Co. Inc. | 27 | 27 | 0.02% | 1.57% | 5.55% | Q1 2017 | Q3 2023 | 27 |
RFG Advisory, LLC | 21 | 5 | 0.10% | 0.35% | 0.63% | Q1 2017 | Q3 2023 | 27 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 27 | 27 | 0.56% | 1.12% | 1.60% | Q1 2017 | Q3 2023 | 27 |
Sterling Capital Management LLC | 27 | 27 | 0.00% | 0.15% | 0.39% | Q1 2013 | Q3 2019 | 27 |
AMERICAN NATIONAL INSURANCE CO | 27 | 27 | 0.39% | 2.32% | 4.40% | Q3 2015 | Q1 2022 | 27 |
Greenwich Wealth Management LLC | 27 | 27 | 0.03% | 0.15% | 0.26% | Q1 2017 | Q3 2023 | 27 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24 | 1 | 0.00% | 0.29% | 0.96% | Q4 2016 | Q3 2023 | 27 |
WINTRUST INVESTMENTS LLC | 17 | 10 | 0.04% | 0.80% | 2.26% | Q2 2016 | Q3 2023 | 27 |
WEST CHESTER CAPITAL ADVISORS, INC | 10 | 1 | 0.25% | 2.01% | 4.42% | Q2 2013 | Q3 2022 | 27 |
EXANE DERIVATIVES | 4 | 2 | 0.01% | 0.61% | 2.02% | Q4 2014 | Q1 2022 | 27 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 24 | 1 | 0.36% | 5.08% | 18.95% | Q3 2014 | Q3 2023 | 27 |
Mawer Investment Management Ltd. | 27 | 27 | 0.17% | 1.85% | 4.44% | Q1 2017 | Q3 2023 | 27 |
LGL PARTNERS, LLC | 19 | 7 | 0.00% | 0.72% | 2.07% | Q4 2015 | Q3 2023 | 27 |
EQUITEC PROPRIETARY MARKETS, LLC | 7 | 1 | 0.00% | 2.11% | 22.23% | Q4 2014 | Q4 2022 | 27 |
First Command Bank | 27 | 27 | 0.22% | 0.62% | 0.97% | Q4 2016 | Q2 2023 | 27 |
NICHOLAS COMPANY, INC. | 27 | 27 | 1.00% | 1.31% | 1.79% | Q1 2017 | Q3 2023 | 27 |
CHILTON INVESTMENT CO INC. | 27 | 27 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 27 |
BEDDOW CAPITAL MANAGEMENT INC | 27 | 27 | 0.08% | 0.33% | 0.70% | Q1 2017 | Q3 2023 | 27 |
F&V Capital Management, LLC | 27 | 27 | 0.08% | 0.36% | 0.69% | Q3 2016 | Q1 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.06% | 0.54% | 0.97% | Q4 2016 | Q2 2023 | 27 |
Day & Ennis, LLC | 27 | 27 | 0.19% | 0.51% | 0.76% | Q1 2017 | Q3 2023 | 27 |
JCIC Asset Management Inc. | 22 | 5 | 0.07% | 4.03% | 7.13% | Q4 2016 | Q3 2023 | 27 |
ROBERTS GLORE & CO INC /IL/ | 27 | 27 | 0.40% | 0.98% | 1.48% | Q1 2017 | Q3 2023 | 27 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 1.70% | 3.80% | Q4 2016 | Q3 2023 | 27 |
Morse Asset Management, Inc | 27 | 27 | 2.49% | 6.93% | 10.16% | Q1 2017 | Q3 2023 | 27 |
ALPHA WINDWARD LLC | 27 | 27 | 0.08% | 0.23% | 0.64% | Q1 2014 | Q3 2020 | 27 |
Windsor Capital Management, LLC | 24 | 1 | 0.02% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 27 |
First Financial Bank - Trust Division | 27 | 27 | 0.06% | 0.29% | 0.51% | Q2 2017 | Q4 2023 | 27 |
Summit Financial Strategies, Inc. | 27 | 27 | 0.15% | 0.25% | 0.37% | Q1 2017 | Q3 2023 | 27 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 26 | 26 | 0.02% | 1.81% | 4.79% | Q2 2017 | Q3 2023 | 26 |
Tairen Capital Ltd | 8 | 1 | 0.11% | 4.14% | 20.58% | Q4 2015 | Q2 2023 | 26 |
SUMMIT FINANCIAL GROUP, INC. | 26 | 26 | 0.25% | 0.41% | 0.58% | Q2 2017 | Q3 2023 | 26 |
ARGI Investment Services, LLC | 26 | 26 | 0.02% | 0.09% | 0.15% | Q3 2016 | Q4 2022 | 26 |
Accredited Investors Inc. | 26 | 26 | 0.06% | 0.26% | 0.52% | Q2 2017 | Q3 2023 | 26 |
Quantbot Technologies LP | 7 | 1 | 0.04% | 0.42% | 1.09% | Q2 2013 | Q3 2023 | 26 |
Steamboat Capital Partners, LLC | 26 | 26 | 1.04% | 2.75% | 5.56% | Q2 2017 | Q3 2023 | 26 |
Westbourne Investment Advisors, Inc. | 21 | 5 | 0.19% | 0.49% | 1.57% | Q1 2017 | Q3 2023 | 26 |
Round Table Services, LLC | 26 | 26 | 0.14% | 0.45% | 0.87% | Q2 2016 | Q3 2022 | 26 |
Clark Capital Management Group, Inc. | 26 | 26 | 0.01% | 0.28% | 0.86% | Q2 2017 | Q3 2023 | 26 |
CIM, LLC | 26 | 26 | 2.06% | 2.84% | 4.56% | Q3 2016 | Q4 2022 | 26 |
INSPIRION WEALTH ADVISORS, LLC | 24 | 1 | 0.00% | 0.26% | 0.46% | Q2 2017 | Q3 2023 | 26 |
Fragasso Group Inc. | 26 | 26 | 0.06% | 0.71% | 1.38% | Q3 2017 | Q4 2023 | 26 |
Burt Wealth Advisors | 20 | 2 | 0.29% | 0.47% | 0.67% | Q4 2016 | Q3 2023 | 26 |
NorthRock Partners, LLC | 26 | 26 | 0.11% | 0.50% | 0.86% | Q2 2017 | Q3 2023 | 26 |
Occidental Asset Management, LLC | 26 | 26 | 0.13% | 0.37% | 0.74% | Q2 2017 | Q3 2023 | 26 |
Mengis Capital Management, Inc. | 26 | 26 | 0.17% | 0.74% | 1.13% | Q2 2017 | Q3 2023 | 26 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 26 | 26 | 0.16% | 1.39% | 2.85% | Q2 2017 | Q3 2023 | 26 |
Hodges Capital Management Inc. | 25 | 1 | 0.01% | 0.37% | 1.02% | Q4 2015 | Q3 2023 | 26 |
BANK OF NOVA SCOTIA TRUST CO | 13 | 13 | 0.04% | 0.60% | 1.41% | Q1 2017 | Q3 2023 | 26 |
FARR MILLER & WASHINGTON LLC/DC | 26 | 26 | 0.02% | 0.16% | 0.40% | Q2 2015 | Q3 2021 | 26 |
Private Ocean, LLC | 24 | 2 | 0.06% | 0.41% | 0.82% | Q3 2016 | Q3 2023 | 26 |
Stanley-Laman Group, Ltd. | 18 | 1 | 0.03% | 0.22% | 0.66% | Q4 2014 | Q1 2022 | 26 |
Ranger Investment Management | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Shoker Investment Counsel, Inc. | 13 | 13 | 0.18% | 0.80% | 1.84% | Q1 2017 | Q3 2023 | 26 |
WealthTrust Axiom LLC | 26 | 26 | 0.08% | 0.38% | 0.65% | Q2 2017 | Q3 2023 | 26 |
Probity Advisors, Inc. | 16 | 2 | 0.10% | 0.29% | 0.49% | Q4 2016 | Q3 2023 | 26 |
Bouchey Financial Group Ltd | 26 | 26 | 0.07% | 0.77% | 3.30% | Q2 2017 | Q3 2023 | 26 |
J.P. Marvel Investment Advisors, LLC | 8 | 2 | 1.84% | 3.92% | 6.08% | Q3 2016 | Q3 2023 | 26 |
Vivaldi Capital Management LP | 26 | 26 | 0.00% | 0.28% | 1.27% | Q2 2017 | Q3 2023 | 26 |
Truepoint, Inc. | 14 | 12 | 0.00% | 0.07% | 0.10% | Q3 2016 | Q3 2023 | 26 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 26 | 26 | 0.01% | 0.31% | 0.82% | Q2 2017 | Q3 2023 | 26 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 26 | 26 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Bridgeworth, LLC | 23 | 3 | 0.22% | 0.58% | 1.05% | Q4 2016 | Q3 2023 | 26 |
Ancora Advisors LLC | 17 | 3 | 0.03% | 0.42% | 0.78% | Q2 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 24 | 2 | 0.28% | 1.01% | 1.59% | Q1 2017 | Q3 2023 | 26 |
New Capital Management LP | 18 | 1 | 0.11% | 0.61% | 1.44% | Q4 2016 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.14% | 0.36% | 0.52% | Q4 2016 | Q3 2023 | 26 |
Central Asset Investments & Management Holdings (HK) Ltd | 11 | 1 | 0.11% | 3.81% | 15.80% | Q4 2015 | Q3 2023 | 26 |
Lafayette Investments | 26 | 26 | 0.08% | 0.30% | 0.60% | Q2 2017 | Q3 2023 | 26 |
FIRST MERCHANTS CORP | 23 | 3 | 0.04% | 0.41% | 1.07% | Q1 2017 | Q3 2023 | 26 |
CAMDEN NATIONAL BANK | 26 | 26 | 0.06% | 0.16% | 0.31% | Q2 2017 | Q3 2023 | 26 |
Ahrens Investment Partners LLC | 26 | 26 | 0.16% | 1.93% | 5.26% | Q4 2016 | Q1 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.00% | 0.23% | 0.82% | Q1 2017 | Q4 2023 | 26 |
AMERICAN ASSET MANAGEMENT INC. | 24 | 1 | 0.01% | 0.68% | 1.74% | Q3 2014 | Q3 2022 | 26 |
Tiger Eye Capital LLC | 25 | 1 | 0.10% | 3.84% | 7.16% | Q4 2015 | Q2 2022 | 26 |
QUATTRO FINANCIAL ADVISORS LLC | 14 | 12 | 0.00% | 2.28% | 6.80% | Q1 2017 | Q3 2023 | 26 |
Family Legacy, Inc. | 24 | 2 | 0.42% | 1.28% | 1.92% | Q1 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.03% | 0.26% | 0.63% | Q2 2013 | Q3 2019 | 26 |
Israel Discount Bank of New York | 17 | 9 | 0.11% | 1.14% | 2.33% | Q1 2017 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.16% | 0.47% | 3.27% | Q2 2013 | Q3 2019 | 26 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 26 | 26 | 0.12% | 0.78% | 5.98% | Q2 2017 | Q3 2023 | 26 |
BW Gestao de Investimentos Ltda. | 19 | 6 | 0.32% | 1.91% | 4.67% | Q4 2014 | Q3 2023 | 26 |
Crescent Grove Advisors, LLC | 26 | 26 | 0.07% | 0.33% | 0.68% | Q2 2017 | Q3 2023 | 26 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 26 | 26 | 0.03% | 0.11% | 0.19% | Q2 2017 | Q3 2023 | 26 |
CORRADO ADVISORS, LLC | 26 | 26 | 0.11% | 1.38% | 2.44% | Q2 2017 | Q3 2023 | 26 |
Beaton Management Co. Inc. | 26 | 26 | 0.90% | 2.00% | 3.00% | Q2 2017 | Q3 2023 | 26 |
ArchPoint Investors | 26 | 26 | 1.88% | 7.16% | 10.66% | Q2 2017 | Q3 2023 | 26 |
Security National Bank | 26 | 26 | 1.71% | 2.84% | 4.07% | Q2 2017 | Q3 2023 | 26 |
Baltimore-Washington Financial Advisors, Inc. | 23 | 1 | 0.00% | 1.83% | 3.00% | Q4 2013 | Q3 2023 | 26 |
WESPAC Advisors, LLC | 19 | 1 | 0.17% | 0.86% | 4.13% | Q1 2014 | Q3 2023 | 26 |
Shay Capital LLC | 12 | 12 | 0.02% | 0.66% | 2.86% | Q4 2020 | Q3 2023 | 26 |
AJ WEALTH STRATEGIES, LLC | 24 | 2 | 0.16% | 0.51% | 1.11% | Q4 2016 | Q2 2023 | 26 |
HALL CAPITAL MANAGEMENT CO INC | 16 | 10 | 0.34% | 1.08% | 1.85% | Q1 2017 | Q3 2023 | 26 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 26 | 26 | 0.04% | 0.30% | 2.13% | Q2 2013 | Q3 2019 | 26 |
LINCOLN CAPITAL CORP | 24 | 2 | 0.19% | 1.12% | 3.98% | Q1 2017 | Q3 2023 | 26 |
Aviance Capital Partners, LLC | 26 | 26 | 0.12% | 2.51% | 4.98% | Q2 2017 | Q3 2023 | 26 |
Annex Advisory Services, LLC | 26 | 26 | 0.05% | 0.45% | 1.02% | Q2 2017 | Q3 2023 | 26 |
Homrich & Berg | 25 | 25 | 0.03% | 0.22% | 0.39% | Q3 2015 | Q3 2021 | 26 |
HANSEATIC MANAGEMENT SERVICES INC | 11 | 2 | 0.00% | 2.40% | 5.82% | Q4 2013 | Q3 2023 | 26 |
VESTOR CAPITAL, LLC | 13 | 13 | 0.02% | 0.93% | 3.56% | Q1 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.64% | 1.43% | 2.38% | Q3 2016 | Q3 2023 | 26 |
Summit Asset Management, LLC | 24 | 1 | 0.15% | 0.61% | 0.98% | Q2 2016 | Q3 2023 | 26 |
LBMC INVESTMENT ADVISORS, LLC | 26 | 26 | 0.04% | 0.15% | 0.29% | Q2 2017 | Q3 2023 | 26 |
British Airways Pensions Investment Management Ltd | 26 | 26 | 0.63% | 1.69% | 2.96% | Q4 2014 | Q1 2021 | 26 |
Ulysses Management LLC | 15 | 1 | 0.11% | 3.24% | 11.94% | Q2 2014 | Q3 2023 | 26 |
Concorde Asset Management, LLC | 14 | 1 | 0.29% | 0.67% | 1.01% | Q2 2016 | Q3 2023 | 26 |
ZWJ INVESTMENT COUNSEL INC | 19 | 1 | 0.04% | 0.11% | 0.30% | Q4 2016 | Q3 2023 | 26 |
AFFINITY WEALTH MANAGEMENT LLC | 20 | 1 | 0.24% | 1.36% | 7.60% | Q1 2016 | Q3 2023 | 26 |
Aldebaran Financial Inc. | 25 | 1 | 0.23% | 2.93% | 7.24% | Q4 2013 | Q1 2022 | 26 |
Vantage Investment Partners, LLC | 26 | 26 | 0.45% | 2.87% | 6.36% | Q2 2017 | Q3 2023 | 26 |
Aveo Capital Partners, LLC | 12 | 1 | 0.07% | 0.24% | 0.44% | Q4 2016 | Q3 2023 | 25 |
Carlson Capital Management | 25 | 25 | 0.07% | 0.25% | 0.48% | Q3 2017 | Q3 2023 | 25 |
EVERGREEN CAPITAL MANAGEMENT LLC | 24 | 1 | 0.07% | 1.06% | 1.91% | Q2 2017 | Q3 2023 | 25 |
Stack Financial Management, Inc | 25 | 25 | 0.04% | 0.10% | 0.19% | Q2 2013 | Q2 2019 | 25 |
WOODSTOCK CORP | 25 | 25 | 0.04% | 0.14% | 0.40% | Q4 2017 | Q4 2023 | 25 |
Farmers & Merchants Trust Co of Chambersburg PA | 25 | 25 | 0.03% | 1.29% | 2.14% | Q3 2017 | Q3 2023 | 25 |
Silverleafe Capital Partners, LLC | 24 | 24 | 0.10% | 1.92% | 5.62% | Q1 2018 | Q4 2023 | 25 |
Cornerstone Advisors, Inc. | 25 | 25 | 0.01% | 0.33% | 1.07% | Q2 2013 | Q2 2019 | 25 |
StoneX Group Inc. | 19 | 6 | 0.41% | 1.90% | 4.01% | Q2 2017 | Q3 2023 | 25 |
Edgemoor Investment Advisors, Inc. | 25 | 25 | 0.03% | 1.50% | 2.91% | Q3 2017 | Q3 2023 | 25 |
JARISLOWSKY, FRASER Ltd | 23 | 2 | 0.00% | 0.91% | 2.13% | Q1 2017 | Q3 2023 | 25 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 25 | 25 | 0.06% | 2.61% | 5.86% | Q2 2015 | Q2 2021 | 25 |
O'Dell Group, LLC | 13 | 12 | 0.20% | 0.46% | 0.67% | Q4 2016 | Q3 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 1.99% | 3.58% | 4.75% | Q4 2016 | Q4 2022 | 25 |
Intersect Capital LLC | 21 | 1 | 0.03% | 1.14% | 2.27% | Q4 2014 | Q2 2022 | 25 |
Rovida Advisors Inc. | 13 | 2 | 2.42% | 8.13% | 15.56% | Q4 2015 | Q3 2023 | 25 |
PFG Advisors | 23 | 23 | 0.00% | 0.66% | 1.02% | Q1 2018 | Q3 2023 | 25 |
Invst, LLC | 25 | 25 | 0.20% | 0.52% | 0.84% | Q3 2017 | Q3 2023 | 25 |
TOTAL INVESTMENT MANAGEMENT INC | 25 | 25 | 0.10% | 0.14% | 0.20% | Q3 2017 | Q3 2023 | 25 |
Jackson, Grant Investment Advisers, Inc. | 25 | 25 | 0.01% | 0.42% | 1.51% | Q3 2017 | Q3 2023 | 25 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 9 | 1 | 0.00% | 0.31% | 1.62% | Q2 2013 | Q4 2018 | 25 |
KINGS POINT CAPITAL MANAGEMENT | 24 | 1 | 0.01% | 2.19% | 4.03% | Q1 2015 | Q1 2022 | 25 |
Field & Main Bank | 14 | 3 | 0.04% | 2.56% | 4.31% | Q4 2014 | Q3 2023 | 25 |
Handelsinvest Investeringsforvaltning | 25 | 25 | 0.13% | 0.36% | 0.91% | Q4 2015 | Q4 2021 | 25 |
Salomon & Ludwin, LLC | 13 | 6 | 0.01% | 0.10% | 0.27% | Q4 2018 | Q3 2023 | 25 |
Clearwater Capital Advisors, LLC | 23 | 23 | 0.05% | 0.10% | 0.16% | Q1 2018 | Q3 2023 | 25 |
SFE Investment Counsel | 25 | 25 | 0.61% | 2.07% | 2.97% | Q3 2017 | Q3 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.03% | 0.94% | 2.09% | Q2 2013 | Q2 2019 | 25 |
Moreno Evelyn V | 25 | 25 | 0.09% | 2.83% | 4.08% | Q3 2017 | Q3 2023 | 25 |
Burleson & Company, LLC | 21 | 21 | 0.01% | 3.11% | 6.72% | Q4 2017 | Q4 2022 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.11% | 1.29% | 2.73% | Q3 2016 | Q3 2022 | 25 |
Cascade Investment Advisors, Inc. | 25 | 25 | 0.04% | 0.84% | 1.75% | Q3 2017 | Q3 2023 | 25 |
SANDERS MORRIS HARRIS LLC | 21 | 1 | 0.06% | 0.56% | 1.75% | Q1 2016 | Q3 2023 | 25 |
Covington Capital Management | 25 | 25 | 0.92% | 2.00% | 3.07% | Q3 2016 | Q3 2022 | 25 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 13 | 12 | 0.09% | 1.34% | 3.42% | Q4 2015 | Q4 2022 | 25 |
WEXFORD CAPITAL LP | 4 | 1 | 0.01% | 0.50% | 2.23% | Q3 2013 | Q3 2023 | 25 |
Stelac Advisory Services LLC | 25 | 25 | 0.04% | 1.33% | 3.61% | Q3 2017 | Q3 2023 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.05% | 0.42% | 0.93% | Q4 2015 | Q4 2021 | 25 |
SHAKER INVESTMENTS LLC/OH | 25 | 25 | 0.17% | 1.80% | 2.81% | Q3 2017 | Q3 2023 | 25 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.03% | 0.27% | 0.60% | Q3 2017 | Q3 2023 | 25 |
Kelman-Lazarov, Inc. | 14 | 3 | 0.02% | 0.13% | 0.31% | Q1 2016 | Q3 2023 | 25 |
G&S Capital LLC | 24 | 24 | 0.10% | 0.57% | 3.06% | Q4 2017 | Q3 2023 | 25 |
Horan Securities, Inc. | 11 | 1 | 0.00% | 0.05% | 0.10% | Q3 2016 | Q2 2023 | 25 |
Harrington Investments, INC | 25 | 25 | 0.49% | 2.20% | 3.14% | Q3 2017 | Q3 2023 | 25 |
Matthew Goff Investment Advisor, LLC | 25 | 25 | 0.12% | 0.21% | 0.36% | Q3 2017 | Q3 2023 | 25 |
Leonard Rickey Investment Advisors P.L.L.C. | 24 | 24 | 0.00% | 0.45% | 0.72% | Q4 2017 | Q3 2023 | 25 |
Gotham Asset Management, LLC | 24 | 1 | 0.06% | 1.01% | 1.92% | Q2 2016 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.92% | 2.20% | 4.70% | Q1 2016 | Q1 2022 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.17% | 0.73% | 1.61% | Q2 2013 | Q2 2019 | 25 |
MADISON INVESTMENT HOLDINGS INC | 19 | 6 | 0.01% | 0.16% | 0.40% | Q2 2013 | Q3 2019 | 25 |
DOHENY ASSET MANAGEMENT /CA | 20 | 5 | 0.14% | 1.34% | 2.49% | Q2 2017 | Q3 2023 | 25 |
CYPRESS CAPITAL MANAGEMENT LLC | 25 | 25 | 0.06% | 0.17% | 0.35% | Q3 2016 | Q3 2022 | 25 |
Mn Services Vermogensbeheer B.V. | 14 | 3 | 1.17% | 1.72% | 3.10% | Q1 2016 | Q1 2023 | 25 |
ETRADE Capital Management LLC | 21 | 4 | 0.01% | 0.30% | 0.56% | Q2 2013 | Q3 2020 | 25 |
Locust Wood Capital Advisers | 23 | 23 | 0.76% | 2.86% | 5.70% | Q1 2018 | Q3 2023 | 25 |
PRINCETON CAPITAL MANAGEMENT LLC | 24 | 1 | 1.19% | 5.64% | 7.13% | Q4 2016 | Q3 2023 | 25 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.00% | 0.11% | 0.74% | Q1 2016 | Q1 2023 | 25 |
Kovitz Investment Group Partners, LLC | 25 | 25 | 0.01% | 1.33% | 2.80% | Q3 2017 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.01% | 1.04% | 2.34% | Q3 2017 | Q3 2023 | 25 |
Rosenbaum Jay D. | 25 | 25 | 0.48% | 2.81% | 4.69% | Q3 2017 | Q3 2023 | 25 |
NICHOLS & PRATT ADVISERS LLP /MA | 25 | 25 | 0.22% | 1.19% | 1.87% | Q3 2017 | Q3 2023 | 25 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 16 | 1 | 0.00% | 0.63% | 5.70% | Q1 2016 | Q3 2023 | 25 |
PENN DAVIS MCFARLAND INC | 22 | 3 | 0.06% | 0.13% | 0.23% | Q4 2016 | Q3 2023 | 25 |
Regent Investment Management LLC | 25 | 25 | 0.82% | 2.90% | 4.80% | Q4 2016 | Q4 2022 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.12% | 0.68% | Q2 2013 | Q2 2019 | 25 |
abrdn plc | 25 | 25 | 0.80% | 2.55% | 3.90% | Q3 2017 | Q3 2023 | 25 |
Larson Financial Group LLC | 24 | 24 | 0.00% | 0.62% | 0.99% | Q4 2017 | Q3 2023 | 25 |
MPS Loria Financial Planners, LLC | 24 | 1 | 0.11% | 0.58% | 0.90% | Q2 2017 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.11% | 0.40% | 0.69% | Q3 2017 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.79% | 1.87% | 2.74% | Q3 2017 | Q3 2023 | 25 |
MCIA Inc | 22 | 2 | 0.06% | 0.76% | 3.23% | Q2 2017 | Q3 2023 | 25 |
FIRST HAWAIIAN BANK | 24 | 1 | 0.02% | 0.46% | 0.82% | Q2 2013 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.19% | 0.44% | 0.71% | Q2 2017 | Q2 2023 | 25 |
Capital Planning Advisors, LLC | 25 | 25 | 0.22% | 1.46% | 2.27% | Q3 2017 | Q3 2023 | 25 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 1.05% | 6.66% | Q2 2015 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.14% | 0.34% | 0.54% | Q2 2017 | Q2 2023 | 25 |
Parkside Investments, LLC | 25 | 25 | 0.20% | 1.33% | 2.34% | Q3 2017 | Q3 2023 | 25 |
ZEKE CAPITAL ADVISORS, LLC | 21 | 1 | 0.17% | 1.63% | 4.35% | Q1 2015 | Q4 2022 | 25 |
ICONIQ Capital, LLC | 25 | 25 | 0.03% | 0.10% | 0.29% | Q3 2017 | Q3 2023 | 25 |
COWEN INC. | 17 | 2 | 0.00% | 0.27% | 1.42% | Q2 2014 | Q1 2019 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.03% | 0.46% | 1.38% | Q1 2013 | Q1 2019 | 25 |
Moisand Fitzgerald Tamayo, LLC | 25 | 25 | 0.01% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 25 |
DSC Advisors, L.P. | 13 | 1 | 0.07% | 0.51% | 2.16% | Q4 2014 | Q3 2022 | 25 |
Exeter Financial, LLC | 24 | 24 | 0.22% | 0.50% | 0.92% | Q4 2017 | Q3 2023 | 24 |
Candlestick Capital Management LP | 8 | 2 | 1.08% | 2.27% | 5.12% | Q4 2019 | Q3 2023 | 24 |
ORSER CAPITAL MANAGEMENT, LLC | 24 | 24 | 1.97% | 2.89% | 4.10% | Q4 2017 | Q3 2023 | 24 |
CHASE INVESTMENT COUNSEL CORP | 20 | 2 | 0.14% | 3.14% | 4.81% | Q1 2016 | Q3 2023 | 24 |
Paragon Capital Management LLC | 15 | 2 | 0.04% | 2.90% | 5.77% | Q3 2015 | Q3 2023 | 24 |
Turim 21 Investimentos Ltda. | 14 | 10 | 0.12% | 5.11% | 19.41% | Q3 2017 | Q3 2023 | 24 |
MEITAV INVESTMENT HOUSE LTD | 24 | 24 | 0.27% | 1.33% | 2.11% | Q4 2017 | Q3 2023 | 24 |
Estabrook Capital Management | 24 | 24 | 0.00% | 0.19% | 0.59% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.62% | 1.39% | 2.04% | Q4 2017 | Q3 2023 | 24 |
Cutter & CO Brokerage, Inc. | 21 | 3 | 0.12% | 0.48% | 0.93% | Q1 2017 | Q3 2023 | 24 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 24 | 24 | 0.10% | 0.30% | 0.58% | Q4 2017 | Q3 2023 | 24 |
Meritage Group LP | 13 | 1 | 0.98% | 6.24% | 10.30% | Q3 2016 | Q3 2023 | 24 |
PALLADIUM PARTNERS LLC | 21 | 1 | 0.00% | 0.21% | 0.88% | Q2 2013 | Q1 2022 | 24 |
Treasurer of the State of North Carolina | 24 | 24 | 2.02% | 3.12% | 4.28% | Q4 2017 | Q3 2023 | 24 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 1.37% | 2.55% | Q4 2018 | Q3 2023 | 24 |
Hills Bank & Trust Co | 24 | 24 | 0.06% | 0.99% | 1.90% | Q4 2017 | Q3 2023 | 24 |
Country Club Trust Company, n.a. | 24 | 24 | 0.03% | 0.31% | 0.74% | Q1 2016 | Q4 2021 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.04% | 0.33% | 0.99% | Q2 2013 | Q1 2019 | 24 |
Freedom Day Solutions, LLC | 24 | 24 | 1.06% | 2.84% | 4.44% | Q4 2017 | Q3 2023 | 24 |
Taikang Asset Management (Hong Kong) Co Ltd | 24 | 24 | 0.03% | 1.12% | 2.79% | Q4 2017 | Q3 2023 | 24 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 24 | 24 | 0.65% | 1.72% | 4.50% | Q1 2013 | Q4 2018 | 24 |
ALESCO ADVISORS LLC | 24 | 24 | 0.02% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Braun-Bostich & Associates Inc. | 24 | 24 | 0.12% | 0.73% | 1.42% | Q4 2017 | Q3 2023 | 24 |
Winthrop Advisory Group LLC | 24 | 24 | 0.53% | 0.86% | 1.25% | Q4 2017 | Q3 2023 | 24 |
Avondale Wealth Management | 24 | 24 | 0.04% | 0.51% | 1.19% | Q4 2017 | Q3 2023 | 24 |
Wells Trecaso Financial Group, LLC | 24 | 24 | 0.22% | 0.56% | 0.88% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.41% | 0.69% | 0.92% | Q4 2017 | Q3 2023 | 24 |
AFT, FORSYTH & COMPANY, INC. | 24 | 24 | 2.07% | 3.39% | 5.07% | Q4 2017 | Q3 2023 | 24 |
Rice Partnership, LLC | 24 | 24 | 1.33% | 3.10% | 4.12% | Q4 2017 | Q3 2023 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.39% | 1.11% | 1.57% | Q4 2017 | Q3 2023 | 24 |
USAdvisors Wealth Management, LLC | 24 | 24 | 0.10% | 0.30% | 0.93% | Q4 2017 | Q3 2023 | 24 |
Rheos Capital Works Inc. | 24 | 24 | 0.58% | 6.95% | 47.83% | Q4 2017 | Q3 2023 | 24 |
Odey Holdings AG | 24 | 24 | 0.89% | 4.95% | 9.28% | Q2 2015 | Q1 2021 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 0.01% | 0.23% | 0.59% | Q4 2017 | Q3 2023 | 24 |
Rossmore Private Capital | 24 | 24 | 0.95% | 1.95% | 3.36% | Q4 2017 | Q3 2023 | 24 |
TLWM | 24 | 24 | 0.31% | 0.45% | 0.63% | Q4 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.03% | 2.58% | 5.54% | Q4 2017 | Q3 2023 | 24 |
Steigerwald, Gordon & Koch Inc. | 24 | 24 | 0.10% | 0.23% | 0.42% | Q4 2017 | Q3 2023 | 24 |
SANDER CAPITAL ADVISORS INC | 24 | 24 | 1.96% | 8.77% | 13.04% | Q4 2017 | Q3 2023 | 24 |
Autus Asset Management, LLC | 24 | 24 | 0.31% | 1.11% | 1.72% | Q1 2017 | Q4 2022 | 24 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 0.47% | 1.20% | 3.10% | Q4 2017 | Q3 2023 | 24 |
MGO ONE SEVEN LLC | 21 | 2 | 0.02% | 1.51% | 2.95% | Q4 2017 | Q3 2023 | 24 |
USCA RIA LLC | 24 | 24 | 0.08% | 0.78% | 2.48% | Q3 2015 | Q2 2021 | 24 |
Clean Yield Group | 22 | 1 | 0.01% | 0.10% | 0.15% | Q3 2016 | Q3 2023 | 24 |
Seneca House Advisors | 24 | 24 | 0.20% | 0.91% | 1.85% | Q4 2017 | Q3 2023 | 24 |
All Terrain Financial Advisors, LLC | 24 | 24 | 0.80% | 1.94% | 4.15% | Q4 2017 | Q3 2023 | 24 |
Biltmore Family Office, LLC | 24 | 24 | 0.11% | 0.40% | 0.97% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 1.64% | 2.59% | 3.68% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.05% | 0.28% | 0.56% | Q4 2017 | Q3 2023 | 24 |
Congress Park Capital LLC | 24 | 24 | 2.09% | 4.02% | 5.57% | Q4 2017 | Q3 2023 | 24 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 24 | 24 | 1.64% | 5.52% | 8.41% | Q4 2017 | Q3 2023 | 24 |
CALTON & ASSOCIATES, INC. | 24 | 24 | 0.39% | 0.77% | 2.19% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 2.23% | 3.29% | 4.44% | Q4 2017 | Q3 2023 | 24 |
Poehling Capital Management, INC. | 24 | 24 | 0.07% | 0.44% | 1.32% | Q4 2017 | Q3 2023 | 24 |
CMT Asset Management Ltd | 6 | 1 | 0.01% | 1.13% | 3.04% | Q4 2012 | Q1 2017 | 24 |
WHITENER CAPITAL MANAGEMENT, INC. | 24 | 24 | 3.20% | 5.91% | 8.98% | Q4 2017 | Q3 2023 | 24 |
Institute for Wealth Management, LLC. | 20 | 1 | 0.00% | 1.80% | 2.87% | Q2 2017 | Q3 2023 | 24 |
Midwest Professional Planners, LTD. | 24 | 24 | 0.18% | 0.39% | 0.56% | Q4 2017 | Q3 2023 | 24 |
UNIO CAPITAL LLC | 24 | 24 | 1.40% | 3.87% | 6.31% | Q4 2017 | Q3 2023 | 24 |
PDS Planning, Inc | 24 | 24 | 0.26% | 0.73% | 1.06% | Q4 2017 | Q3 2023 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 0.23% | 0.48% | 0.71% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.63% | 1.93% | 2.70% | Q4 2017 | Q3 2023 | 24 |
Ironvine Capital Partners, LLC | 24 | 24 | 0.05% | 0.82% | 3.91% | Q4 2017 | Q3 2023 | 24 |
NatWest Group plc | 14 | 1 | 0.00% | 0.42% | 1.56% | Q4 2014 | Q3 2023 | 24 |
New England Investment & Retirement Group, Inc. | 24 | 24 | 0.61% | 1.50% | 3.02% | Q4 2015 | Q3 2021 | 24 |
ROCKLAND TRUST CO | 24 | 24 | 0.04% | 0.22% | 0.52% | Q4 2017 | Q3 2023 | 24 |
Northwest Capital Management Inc | 24 | 24 | 1.07% | 2.88% | 8.43% | Q4 2017 | Q3 2023 | 24 |
RETIREMENT INCOME SOLUTIONS, INC | 24 | 24 | 0.48% | 1.01% | 1.48% | Q4 2017 | Q3 2023 | 24 |
Banco de Sabadell, S.A | 24 | 24 | 0.04% | 1.39% | 3.92% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.78% | 1.28% | 1.73% | Q4 2017 | Q3 2023 | 24 |
Buckley Wealth Management, LLC | 24 | 24 | 2.57% | 4.06% | 6.10% | Q4 2017 | Q3 2023 | 24 |
Claybrook Capital, LLC | 24 | 24 | 0.05% | 1.96% | 4.14% | Q4 2017 | Q3 2023 | 24 |
Nikulski Financial, Inc. | 24 | 24 | 2.69% | 4.55% | 6.66% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.24% | 0.76% | 1.13% | Q4 2017 | Q3 2023 | 24 |
DDD Partners, LLC | 24 | 24 | 1.75% | 3.08% | 4.42% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.06% | 1.15% | 2.90% | Q4 2017 | Q3 2023 | 24 |
1834 INVESTMENT ADVISORS CO | 24 | 24 | 0.05% | 0.62% | 0.98% | Q4 2017 | Q3 2023 | 24 |
Aries Wealth Management | 24 | 24 | 0.54% | 1.57% | 2.09% | Q4 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.15% | 0.55% | 1.01% | Q4 2017 | Q3 2023 | 24 |
Financial Advisory Group | 24 | 24 | 0.13% | 0.30% | 0.48% | Q4 2017 | Q3 2023 | 24 |
X-Square Capital, LLC | 24 | 24 | 0.52% | 1.55% | 4.10% | Q4 2017 | Q3 2023 | 24 |
NORTHSTAR ASSET MANAGEMENT LLC | 24 | 24 | 0.09% | 0.25% | 0.42% | Q4 2017 | Q3 2023 | 24 |
Port Capital LLC | 24 | 24 | 0.02% | 0.11% | 0.32% | Q4 2017 | Q3 2023 | 24 |
Triangle Securities Wealth Management | 24 | 24 | 0.12% | 0.80% | 1.37% | Q4 2017 | Q3 2023 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.23% | 0.92% | 1.44% | Q4 2017 | Q3 2023 | 24 |
Pegasus Asset Management, Inc. | 24 | 24 | 0.23% | 1.58% | 3.06% | Q4 2017 | Q3 2023 | 24 |
Nicollet Investment Management, Inc. | 24 | 24 | 5.47% | 7.84% | 10.32% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 1.21% | 2.06% | 2.90% | Q4 2017 | Q3 2023 | 24 |
Tower View Wealth Management LLC | 24 | 24 | 1.53% | 2.25% | 2.93% | Q4 2017 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.36% | 0.50% | 0.69% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.86% | 1.76% | 2.55% | Q4 2017 | Q3 2023 | 24 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 24 | 24 | 0.11% | 0.32% | 0.82% | Q4 2017 | Q3 2023 | 24 |
McCollum Christoferson Group LLC | 24 | 24 | 1.54% | 2.32% | 2.93% | Q4 2017 | Q3 2023 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.38% | 1.22% | 1.84% | Q4 2017 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.95% | 2.36% | 3.77% | Q4 2017 | Q3 2023 | 24 |
WoodTrust Financial Corp | 24 | 24 | 0.78% | 1.75% | 3.14% | Q4 2017 | Q3 2023 | 24 |
AMI INVESTMENT MANAGEMENT INC | 24 | 24 | 0.12% | 0.48% | 1.22% | Q4 2017 | Q3 2023 | 24 |
Fulcrum Capital LLC | 24 | 24 | 0.29% | 2.25% | 3.83% | Q4 2017 | Q3 2023 | 24 |
MONETA GROUP INVESTMENT ADVISORS LLC | 24 | 24 | 0.01% | 0.29% | 0.62% | Q4 2017 | Q3 2023 | 24 |
Trellis Advisors, LLC | 24 | 24 | 0.54% | 0.90% | 1.28% | Q4 2017 | Q3 2023 | 24 |
CHICAGO EQUITY PARTNERS LLC | 20 | 4 | 0.03% | 1.21% | 2.27% | Q2 2013 | Q1 2020 | 24 |
Sawyer & Company, Inc | 24 | 24 | 0.01% | 0.14% | 1.05% | Q4 2017 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 1.00% | 1.53% | 2.14% | Q4 2017 | Q3 2023 | 24 |
Cypress Wealth Services, LLC | 24 | 24 | 0.37% | 0.73% | 1.08% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.23% | 0.72% | 1.14% | Q4 2017 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 1.42% | 2.34% | 3.50% | Q4 2017 | Q3 2023 | 24 |
DeDora Capital, Inc. | 24 | 24 | 1.60% | 2.59% | 3.63% | Q4 2017 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 2.34% | 3.26% | 4.52% | Q4 2017 | Q3 2023 | 24 |
Parisi Gray Wealth Management | 24 | 24 | 0.48% | 1.10% | 1.62% | Q4 2017 | Q3 2023 | 24 |
Arlington Financial Advisors, LLC | 24 | 24 | 1.22% | 2.17% | 3.30% | Q4 2017 | Q3 2023 | 24 |
Brown Capital Management | 24 | 24 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Wealth Advisors of Tampa Bay, LLC | 24 | 24 | 1.47% | 2.06% | 2.70% | Q4 2017 | Q3 2023 | 24 |
Capital Wealth Planning, LLC | 22 | 22 | 0.00% | 0.09% | 0.31% | Q2 2018 | Q3 2023 | 24 |
Garner Asset Management Corp | 22 | 2 | 0.10% | 1.99% | 3.65% | Q2 2017 | Q3 2023 | 24 |
Providence First Trust Co | 13 | 11 | 0.89% | 2.25% | 4.33% | Q2 2017 | Q3 2023 | 24 |
MARINO, STRAM & ASSOCIATES LLC | 24 | 24 | 0.38% | 0.89% | 4.11% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.01% | 0.80% | 1.24% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.05% | 0.37% | 0.72% | Q4 2017 | Q3 2023 | 24 |
THOMAS WHITE INTERNATIONAL LTD | 24 | 24 | 0.27% | 0.46% | 0.74% | Q3 2017 | Q2 2023 | 24 |
BHK Investment Advisors, LLC | 24 | 24 | 0.26% | 0.56% | 0.85% | Q4 2017 | Q3 2023 | 24 |
BFSG, LLC | 9 | 2 | 0.15% | 0.79% | 1.20% | Q1 2017 | Q3 2023 | 24 |
CFO4Life Group, LLC | 24 | 24 | 0.30% | 1.82% | 2.70% | Q4 2017 | Q3 2023 | 24 |
Seelaus Asset Management LLC | 24 | 24 | 0.37% | 0.96% | 2.26% | Q4 2017 | Q3 2023 | 24 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 7 | 0.04% | 0.37% | 2.06% | Q1 2017 | Q3 2023 | 24 |
Arjuna Capital | 24 | 24 | 1.82% | 3.70% | 5.01% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.16% | 0.35% | 0.49% | Q4 2017 | Q3 2023 | 24 |
Goldstein Munger & Associates | 15 | 2 | 0.08% | 0.20% | 0.35% | Q3 2013 | Q2 2021 | 24 |
Fernwood Investment Management, LLC | 24 | 24 | 0.20% | 1.81% | 2.83% | Q4 2017 | Q3 2023 | 24 |
LeJeune Puetz Investment Counsel LLC | 24 | 24 | 0.07% | 0.23% | 0.42% | Q2 2017 | Q1 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.09% | 0.86% | 1.92% | Q2 2013 | Q1 2019 | 24 |
Flaharty Asset Management, LLC | 24 | 24 | 0.08% | 0.20% | 0.38% | Q4 2017 | Q3 2023 | 24 |
Marietta Wealth Management, LLC | 24 | 24 | 0.12% | 1.45% | 2.09% | Q4 2017 | Q3 2023 | 24 |
Strategic Global Advisors, LLC | 15 | 2 | 0.06% | 1.10% | 2.93% | Q2 2016 | Q3 2023 | 24 |
Blackhawk Capital Partners LLC. | 24 | 24 | 1.80% | 2.88% | 4.05% | Q4 2017 | Q3 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.34% | 0.45% | 0.74% | Q2 2013 | Q1 2019 | 24 |
Miracle Mile Advisors, LLC | 24 | 24 | 0.04% | 1.00% | 1.63% | Q4 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 2.04% | 3.14% | 4.37% | Q4 2017 | Q3 2023 | 24 |
MONROE BANK & TRUST/MI | 19 | 5 | 0.02% | 0.14% | 0.44% | Q2 2013 | Q2 2019 | 24 |
McAdam, LLC | 23 | 1 | 0.17% | 0.21% | 0.25% | Q1 2017 | Q3 2023 | 24 |
NORTHWEST WEALTH MANAGEMENT, LLC | 24 | 24 | 0.59% | 1.17% | 2.07% | Q4 2017 | Q3 2023 | 24 |
Quantitative Systematic Strategies LLC | 17 | 3 | 0.06% | 0.59% | 1.61% | Q4 2014 | Q2 2021 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.30% | 1.14% | 1.84% | Q4 2017 | Q3 2023 | 24 |
ALERUS FINANCIAL NA | 24 | 24 | 0.03% | 1.27% | 2.31% | Q4 2017 | Q3 2023 | 24 |
MFA WEALTH ADVISORS, LLC | 24 | 24 | 0.35% | 1.78% | 5.73% | Q4 2017 | Q3 2023 | 24 |
Biltmore Wealth Management, LLC | 24 | 24 | 0.20% | 0.36% | 0.58% | Q4 2017 | Q3 2023 | 24 |
B. Riley Wealth Management, Inc. | 16 | 2 | 0.04% | 2.04% | 5.11% | Q1 2014 | Q2 2022 | 24 |
Morris Capital Advisors, LLC | 24 | 24 | 3.05% | 5.00% | 6.98% | Q4 2016 | Q3 2022 | 24 |
Parker Investment Management, LLC | 24 | 24 | 0.09% | 2.08% | 7.88% | Q4 2017 | Q3 2023 | 24 |
Allen Capital Group, LLC | 24 | 24 | 0.19% | 0.50% | 1.71% | Q4 2017 | Q3 2023 | 24 |
Family Firm, Inc. | 24 | 24 | 0.08% | 0.15% | 0.31% | Q4 2017 | Q3 2023 | 24 |
Abacus Planning Group, Inc. | 24 | 24 | 2.97% | 6.44% | 8.36% | Q4 2017 | Q3 2023 | 24 |
Stuart Chaussee & Associates, Inc. | 14 | 2 | 0.00% | 0.07% | 0.28% | Q1 2017 | Q3 2023 | 24 |
TORRAY INVESTMENT PARTNERS LLC | 24 | 24 | 0.05% | 1.58% | 2.33% | Q4 2017 | Q3 2023 | 24 |
Ayalon Insurance Comp Ltd. | 24 | 24 | 0.53% | 1.19% | 2.04% | Q4 2017 | Q3 2023 | 24 |
Sharkey, Howes & Javer | 13 | 2 | 0.02% | 0.05% | 0.10% | Q3 2015 | Q2 2022 | 24 |
Hyperion Asset Management Ltd | 24 | 24 | 8.73% | 12.44% | 16.09% | Q4 2017 | Q3 2023 | 24 |
Merit Financial Group, LLC | 24 | 24 | 0.08% | 0.48% | 0.88% | Q4 2017 | Q3 2023 | 24 |
Hamilton Capital, LLC | 24 | 24 | 0.05% | 0.31% | 0.81% | Q4 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.08% | 1.41% | 2.50% | Q4 2017 | Q3 2023 | 24 |
Barber Financial Group, Inc. | 24 | 24 | 0.07% | 0.14% | 0.23% | Q2 2017 | Q1 2023 | 24 |
Harbor Spring Capital, LLC | 24 | 24 | 2.84% | 5.61% | 11.87% | Q3 2017 | Q2 2023 | 24 |
Karp Capital Management Corp | 21 | 1 | 0.04% | 1.42% | 2.31% | Q2 2015 | Q3 2022 | 24 |
Neumann Capital Management, LLC | 24 | 24 | 0.14% | 0.54% | 0.88% | Q4 2017 | Q3 2023 | 24 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 15 | 2 | 0.00% | 0.52% | 2.23% | Q2 2013 | Q3 2023 | 24 |
Austin Private Wealth, LLC | 16 | 16 | 0.00% | 0.36% | 0.70% | Q4 2019 | Q3 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.01% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 24 |
CORTLAND ASSOCIATES INC/MO | 23 | 23 | 0.19% | 1.99% | 5.17% | Q1 2018 | Q3 2023 | 23 |
DILLON & ASSOCIATES INC | 23 | 23 | 0.08% | 1.13% | 1.83% | Q1 2018 | Q3 2023 | 23 |
Capital Advisory Group Advisory Services, LLC | 23 | 23 | 0.59% | 1.00% | 1.66% | Q1 2018 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 1.66% | 2.54% | 3.20% | Q1 2018 | Q3 2023 | 23 |
Financial Sense Advisors, Inc. | 15 | 1 | 0.01% | 0.52% | 2.02% | Q3 2015 | Q1 2023 | 23 |
First Pacific Advisors, LP | 23 | 23 | 0.01% | 1.17% | 3.91% | Q1 2018 | Q3 2023 | 23 |
Summit Financial Wealth Advisors, LLC | 20 | 3 | 0.07% | 0.21% | 0.32% | Q4 2017 | Q3 2023 | 23 |
ALLEGHANY CORP /DE | 23 | 23 | 1.87% | 4.29% | 11.16% | Q1 2017 | Q3 2022 | 23 |
COMERICA SECURITIES INC | 23 | 23 | 0.24% | 0.63% | 0.90% | Q2 2013 | Q4 2018 | 23 |
Crystal Rock Capital Management | 23 | 23 | 1.21% | 3.83% | 6.98% | Q1 2018 | Q3 2023 | 23 |
BREMER TRUST NATIONAL ASSOCIATION | 23 | 23 | 0.35% | 0.51% | 0.64% | Q2 2013 | Q4 2018 | 23 |
Ninety One SA (PTY) Ltd | 22 | 1 | 0.12% | 2.67% | 9.20% | Q1 2017 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.59% | 1.06% | 1.76% | Q1 2018 | Q3 2023 | 23 |
CERTUITY, LLC | 16 | 16 | 0.07% | 0.97% | 3.98% | Q4 2019 | Q3 2023 | 23 |
Edmonds Duncan Registered Investment Advisors, LLC | 23 | 23 | 0.09% | 0.13% | 0.21% | Q1 2018 | Q3 2023 | 23 |
North Fourth Asset Management, LP | 4 | 2 | 0.63% | 4.34% | 22.27% | Q2 2018 | Q3 2023 | 23 |
Renaissance Investment Group LLC | 23 | 23 | 0.06% | 0.97% | 3.26% | Q1 2018 | Q3 2023 | 23 |
Overbrook Management Corp | 23 | 23 | 0.04% | 2.63% | 5.22% | Q1 2018 | Q3 2023 | 23 |
MainStreet Investment Advisors LLC | 18 | 5 | 0.87% | 1.42% | 2.01% | Q4 2017 | Q3 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.12% | 0.43% | 0.76% | Q1 2018 | Q3 2023 | 23 |
Pachira Investments Inc. | 19 | 4 | 0.18% | 0.85% | 2.89% | Q4 2017 | Q3 2023 | 23 |
Pine River Capital Management L.P. | 7 | 6 | 0.02% | 0.11% | 0.37% | Q2 2013 | Q3 2016 | 23 |
LCNB CORP | 23 | 23 | 0.22% | 0.63% | 1.30% | Q1 2018 | Q3 2023 | 23 |
Connecticut Wealth Management, LLC | 23 | 23 | 0.05% | 0.14% | 0.31% | Q1 2018 | Q3 2023 | 23 |
Intercontinental Wealth Advisors, LLC | 23 | 23 | 0.14% | 1.22% | 2.53% | Q4 2017 | Q2 2023 | 23 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 22 | 1 | 0.01% | 0.11% | 0.22% | Q1 2014 | Q3 2023 | 23 |
Sonora Investment Management, LLC | 8 | 7 | 0.02% | 0.25% | 1.09% | Q3 2015 | Q3 2021 | 23 |
Svenska Handelsbanken AB (publ) | 21 | 2 | 0.04% | 2.19% | 5.00% | Q4 2015 | Q4 2021 | 23 |
Geller Advisors LLC | 17 | 6 | 0.14% | 0.41% | 0.83% | Q3 2017 | Q3 2023 | 23 |
Fluent Financial, LLC | 20 | 3 | 1.15% | 1.71% | 3.57% | Q4 2017 | Q3 2023 | 23 |
Vanguard Capital Wealth Advisors | 12 | 1 | 0.00% | 5.56% | 8.20% | Q4 2017 | Q3 2023 | 23 |
BigSur Wealth Management LLC | 23 | 23 | 0.29% | 1.10% | 1.93% | Q1 2018 | Q3 2023 | 23 |
EMERALD MUTUAL FUND ADVISERS TRUST | 23 | 23 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 23 |
GHP Investment Advisors, Inc. | 23 | 23 | 0.03% | 0.06% | 0.11% | Q1 2018 | Q3 2023 | 23 |
KG&L Capital Management,LLC | 20 | 20 | 0.11% | 2.61% | 4.45% | Q4 2018 | Q3 2023 | 23 |
HANCOCK WHITNEY CORP | 22 | 1 | 0.12% | 2.07% | 3.26% | Q4 2015 | Q3 2023 | 23 |
DEARBORN PARTNERS LLC | 23 | 23 | 0.02% | 0.09% | 0.15% | Q1 2018 | Q3 2023 | 23 |
LANDAAS & CO /WI /ADV | 14 | 2 | 0.10% | 0.27% | 0.40% | Q3 2017 | Q3 2023 | 23 |
Aristotle Atlantic Partners, LLC | 20 | 3 | 0.34% | 3.54% | 6.49% | Q4 2017 | Q3 2023 | 23 |
AlphaStar Capital Management, LLC | 23 | 23 | 0.07% | 0.40% | 1.37% | Q1 2018 | Q3 2023 | 23 |
COOPER/HAIMS ADVISORS, LLC | 16 | 7 | 0.32% | 0.82% | 1.28% | Q4 2017 | Q3 2023 | 23 |
Private Wealth Strategies, L.L.C. | 15 | 15 | 0.08% | 0.47% | 1.07% | Q4 2019 | Q2 2023 | 23 |
Madrona Financial Services, LLC | 23 | 23 | 0.18% | 0.29% | 0.39% | Q1 2018 | Q3 2023 | 23 |
Well Done, LLC | 23 | 23 | 0.05% | 0.15% | 0.42% | Q1 2018 | Q3 2023 | 23 |
Keystone Financial Group | 21 | 2 | 0.81% | 1.35% | 1.98% | Q4 2017 | Q3 2023 | 23 |
Ruane, Cunniff & Goldfarb L.P. | 23 | 23 | 0.01% | 2.44% | 8.88% | Q1 2018 | Q3 2023 | 23 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 11 | 1 | 0.08% | 3.36% | 8.24% | Q3 2017 | Q3 2023 | 23 |
PHILADELPHIA TRUST CO | 23 | 23 | 0.03% | 1.37% | 3.35% | Q1 2018 | Q3 2023 | 23 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 13 | 1 | 0.03% | 0.69% | 4.35% | Q1 2017 | Q3 2023 | 23 |
Shamrock Asset Management LLC | 23 | 23 | 0.01% | 0.12% | 0.29% | Q1 2014 | Q3 2019 | 23 |
Investors Research Corp | 23 | 23 | 0.13% | 0.24% | 0.36% | Q1 2018 | Q3 2023 | 23 |
Origin Asset Management LLP | 23 | 23 | 0.21% | 1.67% | 2.75% | Q4 2015 | Q2 2021 | 23 |
Jackson Wealth Management, LLC | 17 | 2 | 0.08% | 3.08% | 17.16% | Q4 2014 | Q3 2023 | 23 |
Roof Eidam Maycock Peralta, LLC | 23 | 23 | 0.12% | 0.18% | 0.25% | Q1 2018 | Q3 2023 | 23 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.08% | 1.85% | 4.72% | Q4 2013 | Q1 2023 | 23 |
LMR Partners LLP | 7 | 1 | 0.03% | 0.45% | 3.71% | Q1 2014 | Q3 2023 | 23 |
QVR LLC | 4 | 4 | 0.01% | 0.74% | 3.04% | Q4 2020 | Q4 2022 | 23 |
Integrated Advisors Network LLC | 16 | 16 | 0.00% | 0.92% | 1.88% | Q4 2019 | Q3 2023 | 23 |
Solstein Capital, LLC | 15 | 5 | 0.01% | 3.06% | 12.89% | Q4 2017 | Q3 2023 | 23 |
SMITH ASSET MANAGEMENT GROUP LP | 23 | 23 | 0.17% | 2.67% | 6.22% | Q4 2015 | Q2 2021 | 23 |
INVERNESS COUNSEL LLC /NY/ | 22 | 1 | 0.13% | 2.98% | 4.93% | Q2 2014 | Q3 2022 | 23 |
BERKSHIRE CAPITAL HOLDINGS INC | 23 | 23 | 0.00% | 4.54% | 15.84% | Q1 2018 | Q3 2023 | 23 |
Ballew Advisors, Inc | 23 | 23 | 0.18% | 0.36% | 0.52% | Q1 2018 | Q3 2023 | 23 |
CLEARBRIDGE, LLC | 23 | 23 | 0.00% | 1.74% | 3.73% | Q2 2013 | Q4 2018 | 23 |
Doyle Wealth Management | 23 | 23 | 0.08% | 1.66% | 3.82% | Q1 2017 | Q3 2022 | 23 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.00% | 5.61% | 8.97% | Q4 2018 | Q3 2023 | 23 |
Pettee Investors, Inc. | 23 | 23 | 0.17% | 0.95% | 1.50% | Q1 2018 | Q3 2023 | 23 |
CLEAR STREET MARKETS LLC | 8 | 1 | 0.06% | 1.37% | 6.01% | Q4 2016 | Q3 2023 | 23 |
Osher Van de Voorde Investment Management | 23 | 23 | 0.38% | 3.66% | 6.25% | Q1 2018 | Q3 2023 | 23 |
MARATHON CAPITAL MANAGEMENT | 17 | 6 | 0.18% | 0.44% | 0.76% | Q4 2017 | Q3 2023 | 23 |
Tributary Capital Management, LLC | 23 | 23 | 0.03% | 0.12% | 0.18% | Q1 2018 | Q3 2023 | 23 |
LVM CAPITAL MANAGEMENT LTD/MI | 23 | 23 | 0.06% | 0.09% | 0.13% | Q1 2018 | Q3 2023 | 23 |
INVESTMENT PARTNERS, LTD. | 20 | 1 | 0.18% | 0.40% | 0.62% | Q3 2016 | Q3 2023 | 23 |
Onex Canada Asset Management Inc. | 17 | 2 | 0.11% | 1.16% | 1.99% | Q2 2013 | Q3 2023 | 23 |
Blue Chip Partners, LLC | 23 | 23 | 0.17% | 1.20% | 4.02% | Q1 2018 | Q3 2023 | 23 |
MayTech Global Investments, LLC | 16 | 7 | 6.22% | 8.68% | 10.89% | Q4 2017 | Q3 2023 | 23 |
KELLEHER FINANCIAL ADVISORS | 18 | 1 | 0.48% | 2.55% | 5.57% | Q1 2017 | Q3 2023 | 23 |
Bluefin Trading, LLC | 7 | 1 | 0.01% | 0.17% | 1.36% | Q2 2013 | Q1 2020 | 23 |
KANAWHA CAPITAL MANAGEMENT LLC | 23 | 23 | 0.03% | 0.14% | 0.40% | Q1 2018 | Q3 2023 | 23 |
Ninety One North America, Inc. | 22 | 1 | 0.17% | 0.61% | 1.33% | Q4 2016 | Q2 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 4.68% | 5.82% | 7.70% | Q1 2018 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.13% | 0.38% | 0.73% | Q2 2017 | Q4 2022 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.17% | 0.42% | 0.67% | Q4 2017 | Q2 2023 | 23 |
FIRST UNITED BANK & TRUST | 23 | 23 | 0.14% | 0.43% | 0.71% | Q1 2018 | Q3 2023 | 23 |
COHEN & STEERS, INC. | 23 | 23 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Gifford Fong Associates | 23 | 23 | 3.92% | 7.04% | 10.15% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 1.51% | 2.61% | 3.77% | Q1 2018 | Q3 2023 | 23 |
FARMERS TRUST CO | 22 | 1 | 0.05% | 0.13% | 1.08% | Q2 2017 | Q3 2023 | 23 |
WALLER FINANCIAL PLANNING GROUP, INC | 17 | 3 | 0.00% | 0.24% | 0.42% | Q4 2018 | Q4 2023 | 23 |
Domani Wealth, LLC | 23 | 23 | 0.09% | 0.25% | 0.41% | Q3 2017 | Q1 2023 | 23 |
Kessler Investment Group, LLC | 13 | 10 | 0.10% | 2.68% | 7.34% | Q2 2017 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.01% | 0.18% | 0.70% | Q2 2013 | Q4 2018 | 23 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.00% | 0.33% | 0.71% | Q1 2019 | Q3 2023 | 23 |
COMMUNITY TRUST & INVESTMENT CO | 12 | 5 | 0.03% | 2.59% | 4.58% | Q3 2016 | Q3 2023 | 23 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9 | 1 | 0.03% | 1.21% | 2.44% | Q2 2013 | Q3 2023 | 23 |
COHEN LAWRENCE B | 23 | 23 | 0.19% | 2.95% | 4.56% | Q1 2018 | Q3 2023 | 23 |
Altshuler Shaham Ltd | 16 | 3 | 0.00% | 1.01% | 5.39% | Q3 2018 | Q3 2023 | 23 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 23 | 23 | 1.60% | 3.74% | 7.14% | Q2 2013 | Q4 2018 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.80% | 2.15% | 3.29% | Q1 2018 | Q3 2023 | 23 |
Kimelman & Baird, LLC | 9 | 1 | 0.04% | 3.21% | 5.57% | Q4 2013 | Q2 2021 | 23 |
Brinker Capital Investments, LLC | 11 | 1 | 0.00% | 0.36% | 1.07% | Q4 2013 | Q4 2022 | 23 |
White Lighthouse Investment Management Inc. | 18 | 5 | 0.30% | 0.52% | 0.81% | Q4 2017 | Q3 2023 | 23 |
Riverpoint Wealth Management Holdings, LLC | 23 | 23 | 0.02% | 0.22% | 0.47% | Q1 2018 | Q3 2023 | 23 |
COBIZ WEALTH, LLC | 22 | 1 | 0.00% | 1.92% | 3.39% | Q2 2013 | Q2 2019 | 23 |
Arnhold LLC | 23 | 23 | 0.26% | 0.38% | 0.51% | Q1 2018 | Q3 2023 | 23 |
Eagle Ridge Investment Management | 23 | 23 | 0.03% | 0.08% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Ellenbecker Investment Group | 23 | 23 | 0.20% | 0.30% | 0.42% | Q1 2018 | Q3 2023 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 1.59% | 2.23% | 3.36% | Q1 2018 | Q3 2023 | 23 |
Altman Advisors, Inc. | 22 | 1 | 1.88% | 2.83% | 3.72% | Q4 2017 | Q3 2023 | 23 |
BANK HAPOALIM BM | 10 | 1 | 0.21% | 1.36% | 2.45% | Q3 2016 | Q2 2023 | 23 |
Formidable Asset Management, LLC | 16 | 1 | 0.11% | 0.44% | 0.72% | Q2 2016 | Q3 2023 | 23 |
CAHILL FINANCIAL ADVISORS INC | 23 | 23 | 0.09% | 0.19% | 0.31% | Q1 2018 | Q3 2023 | 23 |
Windsor Wealth Management, Inc. | 23 | 23 | 0.15% | 0.62% | 1.11% | Q1 2018 | Q3 2023 | 23 |
Ratan Capital Management LP | 23 | 23 | 1.30% | 6.97% | 20.17% | Q1 2018 | Q3 2023 | 23 |
D.B. Root & Company, LLC | 23 | 23 | 0.28% | 0.96% | 1.42% | Q1 2018 | Q3 2023 | 23 |
Oak Asset Management, LLC | 13 | 10 | 0.40% | 0.94% | 1.32% | Q4 2017 | Q3 2023 | 23 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 2 | 0.18% | 0.69% | 1.15% | Q4 2017 | Q3 2023 | 23 |
FOSTER DYKEMA CABOT & CO INC/MA | 23 | 23 | 0.05% | 2.20% | 4.04% | Q1 2018 | Q3 2023 | 23 |
Holistic Financial Partners | 21 | 2 | 0.21% | 0.86% | 1.60% | Q4 2017 | Q3 2023 | 23 |
Southeast Asset Advisors Inc. | 23 | 23 | 0.08% | 0.22% | 0.36% | Q1 2018 | Q3 2023 | 23 |
ST GERMAIN D J CO INC | 20 | 3 | 0.04% | 0.77% | 2.44% | Q1 2018 | Q4 2023 | 23 |
A.R.T. Advisors, LLC | 12 | 1 | 0.08% | 0.98% | 5.79% | Q4 2013 | Q1 2021 | 23 |
FIRST NATIONAL BANK OF OMAHA | 23 | 23 | 0.22% | 1.40% | 2.29% | Q1 2018 | Q3 2023 | 23 |
West Branch Capital LLC | 23 | 23 | 3.75% | 6.07% | 8.31% | Q1 2018 | Q3 2023 | 23 |
Advocacy Wealth Management Services, LLC | 15 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2022 | 23 |
Wharton Business Group, LLC | 15 | 8 | 0.02% | 0.09% | 0.19% | Q4 2017 | Q3 2023 | 23 |
Crewe Advisors LLC | 23 | 23 | 0.18% | 0.43% | 0.91% | Q4 2017 | Q2 2023 | 23 |
Capital Advantage, Inc. | 10 | 1 | 0.16% | 0.36% | 0.64% | Q4 2016 | Q3 2023 | 22 |
Keeley-Teton Advisors, LLC | 13 | 9 | 0.02% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 22 |
WINSLOW ASSET MANAGEMENT INC | 22 | 22 | 0.04% | 0.15% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Bryn Mawr Capital Management, LLC | 18 | 3 | 0.04% | 0.99% | 1.82% | Q1 2018 | Q3 2023 | 22 |
Altavista Wealth Management, Inc. | 22 | 22 | 0.59% | 1.47% | 2.06% | Q3 2016 | Q4 2021 | 22 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 1 | 0.45% | 1.18% | 2.48% | Q2 2013 | Q4 2019 | 22 |
Front Row Advisors LLC | 22 | 22 | 0.01% | 0.80% | 1.47% | Q2 2018 | Q3 2023 | 22 |
STRATEGY ASSET MANAGERS LLC | 16 | 3 | 0.02% | 0.41% | 0.72% | Q1 2016 | Q3 2023 | 22 |
GERMAN AMERICAN BANCORP, INC. | 22 | 22 | 1.21% | 2.58% | 4.18% | Q2 2018 | Q3 2023 | 22 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 15 | 3 | 0.06% | 0.55% | 1.98% | Q2 2013 | Q4 2023 | 22 |
Stockman Wealth Management, Inc. | 22 | 22 | 0.11% | 0.74% | 2.87% | Q2 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Indiana Trust & Investment Management CO | 22 | 22 | 0.10% | 0.74% | 1.88% | Q2 2018 | Q3 2023 | 22 |
Retirement Planning Group, LLC | 20 | 2 | 0.04% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 22 |
CAPITAL MANAGEMENT CORP /VA | 11 | 3 | 0.05% | 0.11% | 0.24% | Q2 2017 | Q3 2023 | 22 |
Advanced Asset Management Advisors Inc | 20 | 2 | 0.24% | 1.29% | 2.00% | Q4 2017 | Q3 2023 | 22 |
SOLARIS ASSET MANAGEMENT LLC | 22 | 22 | 0.26% | 1.71% | 4.85% | Q2 2013 | Q3 2018 | 22 |
SVA Wealth Management, LLC | 22 | 22 | 0.07% | 0.31% | 1.19% | Q3 2015 | Q4 2020 | 22 |
MERIDIAN MANAGEMENT CO | 22 | 22 | 0.80% | 1.45% | 2.04% | Q2 2018 | Q3 2023 | 22 |
Alyeska Investment Group, L.P. | 9 | 1 | 0.01% | 0.55% | 1.16% | Q2 2013 | Q3 2023 | 22 |
Ionic Capital Management LLC | 6 | 2 | 0.16% | 0.70% | 3.95% | Q4 2014 | Q2 2023 | 22 |
Sustainable Insight Capital Management, LLC | 12 | 10 | 0.09% | 1.25% | 7.06% | Q4 2017 | Q3 2023 | 22 |
Wealth Alliance Advisory Group, LLC | 22 | 22 | 0.29% | 0.80% | 1.14% | Q2 2018 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 1.14% | 1.84% | 2.71% | Q2 2018 | Q3 2023 | 22 |
Kayak Investment Partners LLC | 15 | 7 | 1.95% | 8.28% | 15.54% | Q4 2016 | Q2 2022 | 22 |
James Hambro & Partners | 17 | 5 | 1.17% | 3.89% | 10.15% | Q1 2018 | Q3 2023 | 22 |
Financial Partners Group, Inc | 22 | 22 | 0.19% | 1.74% | 3.53% | Q2 2018 | Q3 2023 | 22 |
Norman Fields, Gottscho Capital Management, LLC | 20 | 2 | 0.12% | 2.22% | 4.01% | Q2 2018 | Q4 2023 | 22 |
Coe Capital Management, LLC | 20 | 1 | 0.59% | 3.15% | 6.03% | Q4 2014 | Q2 2021 | 22 |
Castle Rock Wealth Management, LLC | 18 | 4 | 1.16% | 2.51% | 4.34% | Q4 2017 | Q3 2023 | 22 |
TEACHERS ADVISORS, LLC | 22 | 22 | 0.33% | 1.10% | 2.24% | Q4 2013 | Q1 2019 | 22 |
Avitas Wealth Management LLC | 22 | 22 | 1.42% | 2.09% | 4.28% | Q2 2018 | Q3 2023 | 22 |
Horizon Kinetics | 22 | 22 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q4 2018 | 22 |
Quadrant Private Wealth Management, LLC | 17 | 1 | 0.51% | 2.73% | 4.87% | Q4 2017 | Q3 2023 | 22 |
Smith & Howard Wealth Management, LLC | 22 | 22 | 0.10% | 0.28% | 0.68% | Q2 2018 | Q3 2023 | 22 |
ADVISORS MANAGEMENT GROUP INC /ADV | 22 | 22 | 0.09% | 0.15% | 0.52% | Q2 2018 | Q3 2023 | 22 |
Cedar Wealth Management, LLC | 22 | 22 | 0.02% | 0.50% | 1.17% | Q2 2018 | Q3 2023 | 22 |
Lester Murray Antman dba SimplyRich | 18 | 4 | 0.37% | 0.62% | 0.89% | Q4 2017 | Q3 2023 | 22 |
SWS Partners | 15 | 2 | 0.17% | 2.00% | 4.68% | Q4 2017 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.44% | 0.85% | 1.67% | Q4 2017 | Q3 2023 | 22 |
Orgel Wealth Management, LLC | 22 | 22 | 0.01% | 0.06% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Dorsal Capital Management, LP | 9 | 3 | 1.12% | 7.42% | 16.80% | Q1 2016 | Q3 2023 | 22 |
Pegasus Partners Ltd. | 22 | 22 | 0.07% | 0.20% | 0.36% | Q2 2018 | Q3 2023 | 22 |
Lesa Sroufe & Co | 17 | 5 | 0.25% | 0.50% | 0.97% | Q1 2018 | Q3 2023 | 22 |
CHARTWELL INVESTMENT PARTNERS, LLC | 22 | 22 | 0.35% | 0.74% | 1.42% | Q2 2018 | Q3 2023 | 22 |
Old West Investment Management, LLC | 21 | 21 | 0.08% | 0.21% | 0.41% | Q4 2017 | Q4 2022 | 22 |
Bangor Savings Bank | 16 | 6 | 0.06% | 0.32% | 0.48% | Q1 2018 | Q3 2023 | 22 |
SENTINEL TRUST CO LBA | 19 | 1 | 0.04% | 0.15% | 0.44% | Q4 2013 | Q3 2023 | 22 |
Trilogy Capital Inc. | 14 | 8 | 0.02% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 22 |
Providence Wealth Advisors, LLC | 22 | 22 | 0.21% | 0.59% | 1.35% | Q2 2018 | Q3 2023 | 22 |
EXCALIBUR MANAGEMENT CORP | 15 | 1 | 0.19% | 0.43% | 0.83% | Q3 2016 | Q3 2023 | 22 |
MARIETTA INVESTMENT PARTNERS LLC | 22 | 22 | 0.13% | 0.92% | 2.09% | Q2 2018 | Q3 2023 | 22 |
Swedbank | 22 | 22 | 0.97% | 3.23% | 5.32% | Q3 2015 | Q4 2020 | 22 |
Corundum Group, Inc. | 20 | 2 | 0.27% | 0.56% | 1.04% | Q1 2018 | Q3 2023 | 22 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 21 | 1 | 0.07% | 1.08% | 2.39% | Q4 2013 | Q2 2022 | 22 |
LANSDOWNE PARTNERS (UK) LLP | 20 | 1 | 0.07% | 7.66% | 13.94% | Q2 2014 | Q3 2023 | 22 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 22 | 22 | 0.84% | 1.91% | 3.47% | Q2 2018 | Q3 2023 | 22 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 22 | 22 | 0.06% | 0.12% | 0.17% | Q2 2018 | Q3 2023 | 22 |
CHATHAM CAPITAL GROUP, INC. | 22 | 22 | 0.11% | 0.15% | 0.20% | Q2 2018 | Q3 2023 | 22 |
JGP Wealth Management, LLC | 22 | 22 | 0.32% | 0.46% | 0.64% | Q2 2018 | Q3 2023 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.36% | 0.92% | 1.92% | Q4 2017 | Q3 2023 | 22 |
Sky Investment Group LLC | 22 | 22 | 0.10% | 0.67% | 0.95% | Q2 2018 | Q3 2023 | 22 |
CSat Investment Advisory, L.P. | 12 | 3 | 1.10% | 3.55% | 6.35% | Q2 2013 | Q1 2021 | 22 |
HALSEY ASSOCIATES INC/CT | 22 | 22 | 0.36% | 2.83% | 4.90% | Q2 2014 | Q3 2019 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.30% | 1.95% | 3.57% | Q2 2018 | Q3 2023 | 22 |
Csenge Advisory Group | 18 | 4 | 0.09% | 0.63% | 3.17% | Q4 2017 | Q3 2023 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.64% | 1.43% | 2.80% | Q2 2018 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.02% | 0.26% | 0.74% | Q2 2018 | Q3 2023 | 22 |
Abbot Financial Management, Inc. | 22 | 22 | 0.19% | 0.96% | 1.80% | Q2 2018 | Q3 2023 | 22 |
Greytown Advisors Inc. | 22 | 22 | 0.14% | 0.52% | 0.95% | Q2 2018 | Q3 2023 | 22 |
Legacy Financial Advisors, Inc. | 13 | 9 | 0.07% | 0.44% | 0.73% | Q4 2017 | Q3 2023 | 22 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.54% | 1.66% | 3.42% | Q4 2013 | Q1 2019 | 22 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.11% | 1.53% | 2.80% | Q4 2019 | Q3 2023 | 22 |
Peterson Wealth Advisors, LLC | 22 | 22 | 0.10% | 0.25% | 0.39% | Q4 2017 | Q1 2023 | 22 |
MITCHELL SINKLER & STARR/PA | 22 | 22 | 0.71% | 1.34% | 2.10% | Q2 2018 | Q3 2023 | 22 |
Honeycomb Asset Management LP | 13 | 2 | 3.62% | 6.50% | 11.52% | Q3 2017 | Q2 2023 | 22 |
Lourd Capital, LLC | 13 | 4 | 0.06% | 0.19% | 0.55% | Q2 2013 | Q2 2019 | 22 |
AGF Investments LLC | 20 | 2 | 0.00% | 0.50% | 1.54% | Q1 2017 | Q3 2022 | 22 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 22 | 22 | 0.08% | 0.26% | 0.56% | Q2 2015 | Q3 2020 | 22 |
Broadleaf Partners, LLC | 20 | 2 | 2.61% | 5.88% | 7.90% | Q4 2017 | Q3 2023 | 22 |
JUPITER ASSET MANAGEMENT LTD | 22 | 22 | 0.01% | 0.89% | 2.86% | Q2 2018 | Q3 2023 | 22 |
Eisler Capital (UK) Ltd. | 5 | 3 | 0.02% | 0.88% | 6.81% | Q1 2021 | Q3 2023 | 22 |
Providence Capital Advisors, LLC | 21 | 1 | 0.01% | 0.96% | 2.05% | Q4 2017 | Q3 2023 | 22 |
SECURITY NATIONAL TRUST CO | 20 | 1 | 0.18% | 1.68% | 2.83% | Q4 2013 | Q3 2021 | 22 |
OMERS ADMINISTRATION Corp | 9 | 1 | 0.01% | 1.62% | 5.02% | Q3 2014 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.19% | 0.50% | 1.00% | Q2 2013 | Q3 2018 | 22 |
Barnett & Company, Inc. | 22 | 22 | 0.02% | 0.09% | 0.22% | Q3 2016 | Q4 2021 | 22 |
White Pine Investment CO | 19 | 3 | 0.11% | 0.58% | 1.70% | Q1 2018 | Q3 2023 | 22 |
JANICZEK WEALTH MANAGEMENT, LLC | 22 | 22 | 0.05% | 0.21% | 0.49% | Q2 2018 | Q3 2023 | 22 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.29% | 1.25% | 2.33% | Q1 2017 | Q2 2022 | 22 |
Weil Company, Inc. | 22 | 22 | 0.19% | 0.36% | 0.69% | Q2 2018 | Q3 2023 | 22 |
CRITERION CAPITAL MANAGEMENT LLC | 22 | 22 | 1.56% | 4.61% | 6.54% | Q2 2013 | Q3 2018 | 22 |
Northwest Bancshares, Inc. | 22 | 22 | 0.08% | 0.17% | 0.32% | Q2 2018 | Q3 2023 | 22 |
Cambridge Advisors Inc. | 16 | 6 | 0.07% | 0.13% | 0.18% | Q1 2018 | Q3 2023 | 22 |
Claraphi Advisory Network, LLC | 21 | 21 | 0.60% | 1.05% | 1.92% | Q4 2017 | Q4 2022 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.11% | 0.33% | 0.54% | Q3 2018 | Q3 2023 | 21 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 20 | 1 | 0.06% | 1.44% | 2.29% | Q2 2018 | Q3 2023 | 21 |
Accuvest Global Advisors | 15 | 6 | 0.00% | 1.80% | 4.35% | Q1 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.40% | 1.05% | 1.59% | Q1 2017 | Q3 2023 | 21 |
AUXIER ASSET MANAGEMENT | 19 | 2 | 0.04% | 0.09% | 0.13% | Q2 2018 | Q3 2023 | 21 |
ARS Wealth Advisors, LLC | 21 | 21 | 0.11% | 2.03% | 3.49% | Q2 2016 | Q2 2021 | 21 |
GRAND JEAN CAPITAL MANAGEMENT INC | 15 | 6 | 0.73% | 4.00% | 7.16% | Q2 2017 | Q3 2023 | 21 |
TRB Advisors LP | 20 | 1 | 2.08% | 11.22% | 27.97% | Q3 2016 | Q1 2022 | 21 |
Assured Investment Management LLC | 11 | 1 | 0.00% | 0.13% | 0.70% | Q1 2014 | Q1 2019 | 21 |
HENDLEY & CO INC | 21 | 21 | 0.67% | 2.15% | 4.33% | Q3 2018 | Q3 2023 | 21 |
STEADFAST CAPITAL MANAGEMENT LP | 12 | 1 | 0.23% | 2.35% | 6.83% | Q1 2016 | Q3 2023 | 21 |
DORCHESTER WEALTH MANAGEMENT Co | 21 | 21 | 0.08% | 0.24% | 0.44% | Q3 2018 | Q3 2023 | 21 |
J. L. Bainbridge & Co., Inc. | 21 | 21 | 0.03% | 1.67% | 5.18% | Q3 2018 | Q3 2023 | 21 |
Marshall Wace North America L.P. | 19 | 2 | 0.02% | 1.79% | 4.48% | Q3 2013 | Q3 2021 | 21 |
Reliant Investment Management, LLC | 11 | 1 | 0.11% | 0.94% | 3.06% | Q3 2015 | Q3 2023 | 21 |
HIGHLAND CAPITAL MANAGEMENT LP | 16 | 16 | 0.16% | 0.53% | 1.07% | Q3 2015 | Q2 2019 | 21 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 21 | 21 | 0.01% | 0.34% | 0.66% | Q3 2018 | Q3 2023 | 21 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 3 | 0.00% | 0.33% | 0.81% | Q1 2017 | Q3 2023 | 21 |
BSW Wealth Partners | 16 | 5 | 0.08% | 0.57% | 1.06% | Q2 2018 | Q3 2023 | 21 |
MARVIN & PALMER ASSOCIATES INC | 18 | 3 | 0.05% | 2.60% | 4.70% | Q3 2013 | Q3 2020 | 21 |
DOLIVER ADVISORS, LP | 21 | 21 | 0.41% | 1.25% | 1.80% | Q4 2018 | Q4 2023 | 21 |
Paradigm Financial Advisors, LLC | 21 | 21 | 0.11% | 1.09% | 2.63% | Q4 2016 | Q4 2021 | 21 |
DT Investment Partners, LLC | 16 | 5 | 0.04% | 0.36% | 0.76% | Q3 2017 | Q3 2023 | 21 |
Banco BTG Pactual S.A. | 9 | 1 | 0.08% | 0.95% | 5.78% | Q1 2017 | Q3 2023 | 21 |
Truvestments Capital LLC | 19 | 2 | 0.28% | 1.26% | 2.11% | Q2 2018 | Q3 2023 | 21 |
Majedie Asset Management Ltd | 21 | 21 | 0.04% | 1.15% | 3.17% | Q1 2017 | Q1 2022 | 21 |
IMPAX ASSET MANAGEMENT LLC | 21 | 21 | 0.11% | 0.99% | 1.98% | Q2 2013 | Q2 2018 | 21 |
RiverGlades Family Offices LLC | 14 | 3 | 0.17% | 0.51% | 0.84% | Q1 2018 | Q3 2023 | 21 |
SUFFOLK CAPITAL MANAGEMENT LLC | 21 | 21 | 0.37% | 2.63% | 5.22% | Q4 2013 | Q4 2018 | 21 |
Global X Management CO LLC | 21 | 21 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q2 2018 | 21 |
GREENWOOD GEARHART INC | 19 | 2 | 0.06% | 0.65% | 1.59% | Q2 2018 | Q3 2023 | 21 |
Sabal Trust CO | 14 | 1 | 0.02% | 0.07% | 0.22% | Q1 2018 | Q3 2023 | 21 |
Integre Asset Management, LLC | 16 | 5 | 0.36% | 1.22% | 2.71% | Q2 2013 | Q4 2019 | 21 |
RBF Capital, LLC | 11 | 1 | 0.14% | 0.29% | 0.63% | Q2 2016 | Q3 2023 | 21 |
Summit Trail Advisors, LLC | 10 | 2 | 0.59% | 1.73% | 3.79% | Q4 2017 | Q3 2023 | 21 |
PETTYJOHN, WOOD & WHITE, INC | 21 | 21 | 0.09% | 0.94% | 1.38% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.69% | 1.08% | Q3 2018 | Q3 2023 | 21 |
Hillsdale Investment Management Inc. | 19 | 2 | 0.03% | 0.06% | 0.15% | Q3 2015 | Q3 2023 | 21 |
Silver Lake Advisory, LLC | 17 | 2 | 0.17% | 0.23% | 0.29% | Q4 2017 | Q2 2023 | 21 |
Janney Capital Management LLC | 17 | 2 | 0.01% | 0.24% | 0.82% | Q3 2016 | Q3 2023 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.54% | 1.30% | 2.57% | Q3 2018 | Q3 2023 | 21 |
Concourse Capital Management, LLC | 19 | 19 | 2.02% | 6.76% | 9.41% | Q1 2015 | Q3 2019 | 21 |
Old North State Trust, LLC | 21 | 21 | 0.37% | 0.71% | 1.03% | Q3 2018 | Q3 2023 | 21 |
DIVIDEND ASSETS CAPITAL, LLC | 21 | 21 | 0.09% | 0.25% | 0.43% | Q3 2018 | Q3 2023 | 21 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 11 | 1 | 0.21% | 0.78% | 1.17% | Q3 2006 | Q4 2019 | 21 |
Cumberland Partners Ltd | 19 | 2 | 0.08% | 0.40% | 1.00% | Q2 2018 | Q3 2023 | 21 |
GREATMARK INVESTMENT PARTNERS, INC. | 21 | 21 | 0.14% | 0.42% | 2.02% | Q3 2018 | Q3 2023 | 21 |
WEALTH ADVISORS, INC. | 16 | 16 | 0.33% | 12.01% | 21.85% | Q4 2019 | Q3 2023 | 21 |
PT ASSET MANAGEMENT, LLC | 10 | 10 | 0.07% | 1.24% | 3.38% | Q4 2014 | Q1 2017 | 21 |
Legacy Capital Partners, Inc. | 21 | 21 | 1.28% | 2.44% | 3.58% | Q1 2017 | Q1 2022 | 21 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 21 | 21 | 0.18% | 0.53% | 0.90% | Q3 2018 | Q3 2023 | 21 |
Clear Perspective Advisors, LLC | 21 | 21 | 0.00% | 1.05% | 1.93% | Q4 2016 | Q4 2021 | 21 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.03% | 0.35% | 1.69% | Q3 2015 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.56% | 1.44% | 2.21% | Q4 2017 | Q4 2022 | 21 |
Pennant Investors, LP | 21 | 21 | 3.74% | 8.30% | 16.35% | Q3 2018 | Q3 2023 | 21 |
Spears Abacus Advisors LLC | 15 | 6 | 0.03% | 0.08% | 0.28% | Q1 2018 | Q3 2023 | 21 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 21 | 21 | 0.24% | 2.10% | 4.40% | Q4 2017 | Q4 2022 | 21 |
Holocene Advisors, LP | 15 | 3 | 0.01% | 1.43% | 3.04% | Q4 2017 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.07% | 0.31% | 0.81% | Q2 2013 | Q2 2018 | 21 |
Ford Financial Group, LLC | 21 | 21 | 0.16% | 0.43% | 0.67% | Q4 2017 | Q4 2022 | 21 |
Kalos Management, Inc. | 17 | 1 | 0.15% | 0.58% | 1.54% | Q4 2015 | Q1 2023 | 21 |
Sowell Financial Services LLC | 8 | 1 | 0.15% | 1.04% | 1.89% | Q4 2016 | Q3 2023 | 21 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 20 | 1 | 0.02% | 5.42% | 8.00% | Q1 2014 | Q3 2023 | 21 |
Van Leeuwen & Company, LLC | 21 | 21 | 0.95% | 1.68% | 2.56% | Q3 2018 | Q3 2023 | 21 |
LFA - Lugano Financial Advisors SA | 16 | 5 | 0.03% | 0.42% | 1.28% | Q2 2018 | Q3 2023 | 21 |
Rock Creek Group, LP | 21 | 21 | 0.11% | 0.57% | 2.61% | Q3 2018 | Q3 2023 | 21 |
Black Swift Group, LLC | 12 | 3 | 0.52% | 6.36% | 36.54% | Q2 2017 | Q3 2023 | 21 |
Vishria Bird Financial Group, LLC | 16 | 5 | 4.62% | 6.78% | 8.56% | Q2 2018 | Q3 2023 | 21 |
Strategic Wealth Partners, Ltd. | 13 | 8 | 0.28% | 0.79% | 1.51% | Q4 2017 | Q1 2023 | 21 |
Bienville Capital Management, LLC | 20 | 1 | 0.03% | 1.58% | 5.81% | Q1 2017 | Q3 2023 | 21 |
Matrix Capital Management Company, LP | 10 | 2 | 0.62% | 4.84% | 11.19% | Q2 2013 | Q3 2023 | 21 |
Partnervest Advisory Services LLC | 16 | 5 | 0.02% | 0.59% | 1.80% | Q2 2013 | Q3 2020 | 21 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.00% | 1.52% | 2.29% | Q4 2018 | Q3 2023 | 21 |
Asset Advisors Investment Management, LLC | 21 | 21 | 1.21% | 2.12% | 3.12% | Q3 2018 | Q3 2023 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 1.73% | 3.32% | 5.06% | Q4 2017 | Q4 2022 | 21 |
Citizens Business Bank | 17 | 1 | 0.04% | 0.63% | 1.50% | Q3 2016 | Q3 2023 | 21 |
Robeco Schweiz AG | 21 | 21 | 0.01% | 0.08% | 0.20% | Q3 2017 | Q3 2022 | 21 |
SOMERVILLE KURT F | 21 | 21 | 0.04% | 1.78% | 2.52% | Q3 2018 | Q3 2023 | 21 |
LVZ, Inc. | 21 | 21 | 0.07% | 0.15% | 0.26% | Q3 2018 | Q3 2023 | 21 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 0.64% | 2.24% | 6.99% | Q4 2019 | Q1 2023 | 21 |
St. Louis Trust Co | 18 | 1 | 0.04% | 0.37% | 1.19% | Q4 2017 | Q3 2023 | 21 |
Stormborn Capital Management, LLC | 5 | 3 | 1.72% | 5.81% | 10.20% | Q4 2017 | Q4 2022 | 21 |
ALGERT GLOBAL LLC | 17 | 2 | 0.10% | 0.69% | 1.84% | Q1 2014 | Q2 2023 | 21 |
DAVIDSON INVESTMENT ADVISORS | 15 | 6 | 0.01% | 2.43% | 4.21% | Q1 2016 | Q3 2023 | 21 |
Gateway Advisory, LLC | 19 | 2 | 0.06% | 0.30% | 1.01% | Q2 2018 | Q3 2023 | 21 |
HighPoint Advisor Group LLC | 20 | 1 | 0.57% | 2.82% | 5.34% | Q4 2016 | Q2 2022 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.06% | 0.12% | 0.20% | Q4 2017 | Q4 2022 | 21 |
Brightworth | 21 | 21 | 1.23% | 1.60% | 2.15% | Q3 2017 | Q3 2022 | 21 |
Rothschild & Co Wealth Management UK Ltd | 20 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2022 | 21 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 17 | 4 | 0.79% | 1.74% | 2.87% | Q4 2017 | Q3 2023 | 21 |
Oak Grove Capital LLC | 20 | 1 | 0.09% | 1.38% | 2.76% | Q1 2018 | Q2 2023 | 21 |
EMS Capital LP | 17 | 1 | 2.91% | 7.38% | 17.74% | Q2 2013 | Q4 2021 | 21 |
AIMZ Investment Advisors, LLC | 19 | 2 | 0.14% | 0.23% | 0.31% | Q2 2018 | Q3 2023 | 21 |
MILES CAPITAL, INC. | 21 | 21 | 0.21% | 0.71% | 1.25% | Q1 2015 | Q1 2020 | 21 |
High Falls Advisors, Inc | 12 | 9 | 0.06% | 0.12% | 0.18% | Q2 2018 | Q3 2023 | 21 |
FINANCIAL CONSULATE, INC | 20 | 20 | 0.11% | 0.43% | 0.67% | Q2 2018 | Q1 2023 | 20 |
PRIVATE MANAGEMENT GROUP INC | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Corrigan Financial, Inc. | 20 | 20 | 0.18% | 0.29% | 0.50% | Q3 2018 | Q2 2023 | 20 |
Taconic Capital Advisors LP | 9 | 3 | 0.02% | 2.31% | 10.50% | Q4 2017 | Q3 2023 | 20 |
Virtue Capital Management, LLC | 14 | 1 | 0.00% | 0.91% | 2.10% | Q1 2018 | Q3 2023 | 20 |
Bigelow Investment Advisors, LLC | 20 | 20 | 0.25% | 0.67% | 0.89% | Q4 2018 | Q3 2023 | 20 |
PRIVATE CAPITAL MANAGEMENT LLC | 20 | 20 | 0.44% | 0.76% | 1.09% | Q4 2018 | Q3 2023 | 20 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 13 | 7 | 0.00% | 0.53% | 1.83% | Q4 2015 | Q3 2023 | 20 |
WHITE PINE CAPITAL LLC | 20 | 20 | 0.50% | 0.99% | 1.32% | Q4 2018 | Q3 2023 | 20 |
Thomas J. Herzfeld Advisors, Inc. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.71% | 1.40% | 1.88% | Q4 2017 | Q3 2022 | 20 |
MANCHESTER FINANCIAL INC | 20 | 20 | 0.22% | 0.48% | 1.05% | Q4 2018 | Q3 2023 | 20 |
SYCOMORE ASSET MANAGEMENT | 20 | 20 | 0.01% | 0.56% | 3.03% | Q4 2018 | Q3 2023 | 20 |
Copeland Capital Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 20 | 20 | 0.18% | 0.83% | 1.58% | Q4 2018 | Q3 2023 | 20 |
DFPG INVESTMENTS, LLC | 20 | 20 | 1.26% | 2.47% | 3.58% | Q4 2018 | Q3 2023 | 20 |
STANSBERRY ASSET MANAGEMENT, LLC | 19 | 1 | 0.06% | 5.69% | 16.24% | Q3 2018 | Q3 2023 | 20 |
FNY Investment Advisers, LLC | 5 | 1 | 0.00% | 0.69% | 2.67% | Q2 2018 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 1.57% | 2.50% | 3.94% | Q4 2018 | Q3 2023 | 20 |
Peachtree Investment Partners, LLC | 20 | 20 | 0.52% | 1.69% | 2.96% | Q4 2018 | Q3 2023 | 20 |
LAKE STREET ADVISORS GROUP, LLC | 14 | 6 | 0.45% | 0.69% | 1.02% | Q1 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 6.62% | 10.08% | 13.11% | Q3 2017 | Q2 2022 | 20 |
Catalyst Capital Advisors LLC | 15 | 5 | 0.01% | 0.35% | 0.92% | Q2 2016 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.31% | 0.54% | 0.76% | Q2 2018 | Q3 2023 | 20 |
Huntington Steele LLC | 20 | 20 | 18.00% | 22.42% | 31.24% | Q2 2013 | Q1 2018 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.12% | 1.43% | 2.77% | Q3 2017 | Q2 2022 | 20 |
Consolidated Investment Group LLC | 20 | 20 | 0.96% | 1.21% | 1.41% | Q4 2018 | Q3 2023 | 20 |
Vulcan Value Partners, LLC | 20 | 20 | 3.52% | 6.13% | 7.23% | Q4 2018 | Q3 2023 | 20 |
Measured Wealth Private Client Group, LLC | 18 | 2 | 0.11% | 0.25% | 0.44% | Q3 2018 | Q3 2023 | 20 |
Hurlow Wealth Management Group, Inc. | 20 | 20 | 0.13% | 0.29% | 0.53% | Q4 2018 | Q3 2023 | 20 |
LITTLE HOUSE CAPITAL LLC | 20 | 20 | 1.48% | 2.67% | 4.35% | Q4 2018 | Q3 2023 | 20 |
CONNORS INVESTOR SERVICES INC | 13 | 1 | 0.04% | 0.53% | 1.83% | Q3 2015 | Q3 2023 | 20 |
Gs Investments, Inc. | 10 | 1 | 1.42% | 2.37% | 3.51% | Q1 2018 | Q3 2023 | 20 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 20 | 20 | 0.58% | 2.22% | 3.62% | Q4 2018 | Q3 2023 | 20 |
Ferris Capital, LLC | 20 | 20 | 0.08% | 1.21% | 2.88% | Q2 2017 | Q1 2022 | 20 |
Sageworth Trust Co | 18 | 1 | 0.00% | 0.10% | 0.50% | Q4 2017 | Q3 2023 | 20 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 20 | 20 | 1.75% | 2.46% | 3.11% | Q4 2018 | Q3 2023 | 20 |
Insight Wealth Strategies, LLC | 20 | 20 | 0.42% | 0.78% | 1.34% | Q4 2018 | Q3 2023 | 20 |
Ascension Asset Management LLC | 10 | 1 | 0.20% | 1.59% | 2.49% | Q4 2017 | Q2 2023 | 20 |
CONTINENTAL ADVISORS LLC | 16 | 4 | 0.14% | 1.44% | 3.69% | Q1 2017 | Q2 2022 | 20 |
HHM Wealth Advisors, LLC | 20 | 20 | 0.37% | 0.61% | 1.01% | Q4 2018 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.69% | 1.38% | 2.03% | Q4 2018 | Q3 2023 | 20 |
Cooper Financial Group | 20 | 20 | 1.97% | 2.71% | 4.90% | Q4 2018 | Q3 2023 | 20 |
Geneva Partners, LLC | 16 | 1 | 0.27% | 3.46% | 6.13% | Q2 2016 | Q3 2023 | 20 |
GOULD ASSET MANAGEMENT LLC /CA/ | 18 | 2 | 0.06% | 0.15% | 0.21% | Q2 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.63% | 1.16% | 1.76% | Q4 2018 | Q3 2023 | 20 |
Franklin, Parlapiano, Turner & Welch, LLC | 10 | 1 | 0.03% | 0.07% | 0.12% | Q4 2015 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.34% | 1.02% | 2.01% | Q4 2018 | Q3 2023 | 20 |
Next Capital Management LLC | 20 | 20 | 0.35% | 1.51% | 8.78% | Q4 2018 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 1.98% | 3.15% | 4.06% | Q4 2018 | Q3 2023 | 20 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.07% | 4.90% | 8.04% | Q1 2016 | Q3 2023 | 20 |
Grandeur Peak Global Advisors, LLC | 20 | 20 | 0.02% | 0.15% | 0.29% | Q1 2016 | Q4 2020 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.19% | 0.31% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.27% | 0.61% | 1.05% | Q4 2018 | Q3 2023 | 20 |
Xcel Wealth Management, LLC | 20 | 20 | 4.25% | 6.07% | 8.22% | Q4 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.35% | 0.68% | 1.38% | Q4 2018 | Q3 2023 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 1.96% | 2.64% | 3.35% | Q4 2018 | Q3 2023 | 20 |
RVW Wealth, LLC | 20 | 20 | 0.06% | 0.22% | 0.39% | Q1 2019 | Q4 2023 | 20 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.25% | 0.83% | Q2 2013 | Q4 2016 | 20 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20 | 20 | 0.46% | 0.93% | 1.39% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.32% | 1.32% | 2.17% | Q4 2018 | Q3 2023 | 20 |
Full Sail Capital, LLC | 20 | 20 | 0.10% | 0.27% | 0.60% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.64% | 1.27% | 2.57% | Q2 2013 | Q1 2018 | 20 |
Benchmark Financial Wealth Advisors, LLC | 20 | 20 | 1.04% | 1.88% | 2.92% | Q4 2018 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 1.56% | 2.53% | 3.77% | Q4 2018 | Q3 2023 | 20 |
Adams Wealth Management | 14 | 1 | 0.00% | 0.63% | 2.04% | Q4 2019 | Q3 2023 | 20 |
PIONEER TRUST BANK N A/OR | 20 | 20 | 0.19% | 1.74% | 2.47% | Q4 2018 | Q3 2023 | 20 |
Woodson Capital Management, LP | 17 | 1 | 1.35% | 4.13% | 11.08% | Q4 2016 | Q2 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.36% | 0.64% | 1.32% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.18% | 0.47% | 0.82% | Q4 2014 | Q3 2019 | 20 |
United Bank | 20 | 20 | 0.36% | 2.09% | 3.02% | Q4 2018 | Q3 2023 | 20 |
Alera Investment Advisors, LLC | 20 | 20 | 0.52% | 0.96% | 1.40% | Q4 2018 | Q3 2023 | 20 |
Achmea Investment Management B.V. | 12 | 8 | 0.52% | 2.13% | 5.26% | Q1 2017 | Q3 2023 | 20 |
Jupiter Investment Management Ltd | 20 | 20 | 0.24% | 1.24% | 3.13% | Q3 2015 | Q2 2020 | 20 |
Epoch Investment Partners, Inc. | 19 | 1 | 0.00% | 0.80% | 1.50% | Q1 2017 | Q3 2023 | 20 |
Hamilton Wealth, LLC | 20 | 20 | 4.62% | 5.58% | 6.72% | Q4 2018 | Q3 2023 | 20 |
PRW Wealth Management LLC | 20 | 20 | 0.39% | 2.65% | 5.00% | Q4 2018 | Q3 2023 | 20 |
Biondo Investment Advisors, LLC | 20 | 20 | 0.46% | 1.94% | 3.11% | Q4 2018 | Q3 2023 | 20 |
Strategic Investment Advisors / MI | 20 | 20 | 0.13% | 0.45% | 0.79% | Q4 2018 | Q3 2023 | 20 |
Compton Wealth Advisory Group, LLC | 20 | 20 | 0.95% | 2.20% | 4.57% | Q4 2018 | Q3 2023 | 20 |
AR ASSET MANAGEMENT INC | 20 | 20 | 0.16% | 0.38% | 0.85% | Q4 2018 | Q3 2023 | 20 |
Private Harbour Investment Management & Counsel, LLC | 20 | 20 | 0.74% | 2.11% | 3.21% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.36% | 0.83% | 1.50% | Q1 2013 | Q4 2017 | 20 |
Valtinson Bruner Financial Planning LLC | 20 | 20 | 0.18% | 0.30% | 0.47% | Q4 2018 | Q3 2023 | 20 |
Beirne Wealth Consulting Services, LLC | 20 | 20 | 0.39% | 1.18% | 2.25% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.09% | 1.23% | 2.75% | Q4 2018 | Q3 2023 | 20 |
TimesSquare Capital Management, LLC | 20 | 20 | 0.00% | 0.05% | 0.15% | Q4 2016 | Q3 2021 | 20 |
Riverstone Advisors, LLC | 20 | 20 | 5.13% | 8.29% | 11.94% | Q4 2018 | Q3 2023 | 20 |
WealthOne, LLC | 20 | 20 | 0.25% | 0.77% | 1.16% | Q4 2018 | Q3 2023 | 20 |
Broderick Brian C | 20 | 20 | 0.27% | 1.41% | 2.35% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.21% | 0.40% | 0.57% | Q4 2018 | Q3 2023 | 20 |
SlateStone Wealth, LLC | 20 | 20 | 0.91% | 1.77% | 2.52% | Q4 2018 | Q3 2023 | 20 |
Claro Advisors LLC | 20 | 20 | 1.65% | 2.97% | 4.78% | Q4 2018 | Q3 2023 | 20 |
Apollon Wealth Management, LLC | 20 | 20 | 0.02% | 1.82% | 3.76% | Q4 2018 | Q3 2023 | 20 |
Pettinga Financial Advisors, LLC | 20 | 20 | 0.17% | 0.26% | 0.35% | Q4 2018 | Q3 2023 | 20 |
Strategy Capital | 20 | 20 | 9.96% | 13.43% | 17.94% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.37% | 0.57% | 0.76% | Q4 2018 | Q3 2023 | 20 |
PARK AVENUE SECURITIES LLC | 19 | 1 | 0.05% | 0.44% | 0.66% | Q2 2017 | Q3 2023 | 20 |
Dempze Nancy E | 20 | 20 | 0.35% | 2.10% | 2.96% | Q4 2018 | Q3 2023 | 20 |
Page Arthur B | 20 | 20 | 0.51% | 2.03% | 2.75% | Q4 2018 | Q3 2023 | 20 |
&PARTNERS | 20 | 20 | 0.55% | 1.31% | 2.07% | Q4 2018 | Q3 2023 | 20 |
Quantitative Investment Management, LLC | 7 | 1 | 0.10% | 1.95% | 4.64% | Q2 2013 | Q4 2022 | 20 |
Advisory Resource Group | 20 | 20 | 0.15% | 0.31% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.65% | 1.78% | 3.03% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 1.43% | 2.11% | 2.66% | Q4 2018 | Q3 2023 | 20 |
Concentrum Wealth Management | 20 | 20 | 0.76% | 2.26% | 3.63% | Q4 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.32% | 0.79% | 1.17% | Q4 2018 | Q3 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 3.84% | 6.38% | 9.16% | Q4 2018 | Q3 2023 | 20 |
Bernardo Wealth Planning LLC | 20 | 20 | 0.66% | 2.03% | 3.43% | Q4 2018 | Q3 2023 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.82% | 1.31% | 1.76% | Q4 2018 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.57% | 1.04% | 1.61% | Q4 2018 | Q3 2023 | 20 |
Sargent Investment Group, LLC | 20 | 20 | 0.95% | 2.21% | 4.48% | Q4 2018 | Q3 2023 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 1.06% | 1.89% | 3.22% | Q4 2018 | Q3 2023 | 20 |
GREENLEA LANE CAPITAL MANAGEMENT, LLC | 20 | 20 | 8.95% | 16.57% | 26.06% | Q4 2018 | Q3 2023 | 20 |
Strategic Financial Services, Inc, | 20 | 20 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
D. SCOTT NEAL, INC. | 12 | 8 | 0.00% | 0.14% | 0.30% | Q2 2016 | Q3 2023 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.49% | 1.02% | 1.63% | Q4 2018 | Q3 2023 | 20 |
FORTEM FINANCIAL GROUP, LLC | 20 | 20 | 0.21% | 0.41% | 1.13% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.51% | 0.97% | 1.56% | Q4 2018 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 1.89% | 4.08% | 6.00% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.47% | 0.88% | 1.36% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.87% | 1.42% | 2.11% | Q4 2018 | Q3 2023 | 20 |
Paradigm Financial Partners, LLC | 20 | 20 | 0.22% | 1.22% | 2.27% | Q4 2018 | Q3 2023 | 20 |
JSF Financial, LLC | 20 | 20 | 0.32% | 1.30% | 2.68% | Q4 2018 | Q3 2023 | 20 |
Cheviot Value Management, LLC | 20 | 20 | 0.14% | 0.86% | 2.07% | Q4 2018 | Q3 2023 | 20 |
Act Two Investors LLC | 20 | 20 | 0.28% | 5.87% | 8.94% | Q4 2018 | Q3 2023 | 20 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 15 | 2 | 0.15% | 0.40% | 0.69% | Q2 2018 | Q3 2023 | 20 |
Financial Advisors, LLC | 20 | 20 | 0.23% | 0.34% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Defender Capital, LLC. | 20 | 20 | 0.17% | 0.30% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.57% | 0.92% | 1.37% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.63% | 1.68% | 3.44% | Q4 2018 | Q3 2023 | 20 |
WISCONSIN CAPITAL MANAGEMENT LLC | 20 | 20 | 0.64% | 3.45% | 5.10% | Q4 2018 | Q3 2023 | 20 |
Wunderlich Capital Managemnt | 20 | 20 | 1.65% | 2.32% | 3.23% | Q4 2018 | Q3 2023 | 20 |
AVITY INVESTMENT MANAGEMENT INC. | 19 | 1 | 0.02% | 3.71% | 5.32% | Q3 2018 | Q3 2023 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 1.32% | 2.12% | 2.84% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.07% | 0.50% | 1.88% | Q4 2013 | Q3 2018 | 20 |
PUZO MICHAEL J | 20 | 20 | 0.31% | 1.48% | 2.21% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.18% | 0.42% | 1.06% | Q4 2018 | Q3 2023 | 20 |
VeraBank, N.A. | 20 | 20 | 0.37% | 0.81% | 1.22% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.77% | 1.41% | 2.28% | Q4 2018 | Q3 2023 | 20 |
Robertson Stephens Wealth Management, LLC | 20 | 20 | 0.94% | 1.52% | 2.48% | Q4 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 1.91% | 3.01% | 4.09% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.32% | 0.62% | 1.02% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.06% | 0.29% | 0.51% | Q4 2018 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 0.48% | 0.82% | 1.24% | Q4 2018 | Q3 2023 | 20 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 0.15% | 0.33% | 0.66% | Q2 2016 | Q1 2021 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.08% | 0.71% | 1.39% | Q4 2018 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.92% | 4.46% | 6.61% | Q4 2018 | Q3 2023 | 20 |
RESTON WEALTH MANAGEMENT LLC | 20 | 20 | 0.16% | 0.39% | 0.60% | Q4 2018 | Q3 2023 | 20 |
MAVERICK CAPITAL LTD | 15 | 1 | 0.05% | 2.84% | 5.39% | Q2 2017 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.41% | 1.07% | 2.07% | Q4 2018 | Q3 2023 | 20 |
New World Advisors LLC | 20 | 20 | 0.22% | 1.02% | 1.38% | Q4 2018 | Q3 2023 | 20 |
Strategic Blueprint, LLC | 20 | 20 | 0.87% | 2.56% | 6.84% | Q4 2018 | Q3 2023 | 20 |
ARMISTICE CAPITAL, LLC | 11 | 3 | 0.22% | 0.94% | 2.77% | Q4 2017 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.38% | 0.58% | 1.14% | Q4 2018 | Q3 2023 | 20 |
First Western Capital Management Co | 16 | 4 | 0.18% | 0.80% | 2.10% | Q4 2013 | Q4 2018 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 0.04% | 0.08% | 0.23% | Q4 2018 | Q3 2023 | 20 |
Knuff & Co LLC | 20 | 20 | 1.34% | 2.45% | 3.66% | Q4 2018 | Q3 2023 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 1.04% | 1.63% | 2.17% | Q4 2018 | Q3 2023 | 20 |
Qtron Investments LLC | 20 | 20 | 1.33% | 2.31% | 2.93% | Q4 2018 | Q3 2023 | 20 |
HOWARD FINANCIAL SERVICES, LTD. | 20 | 20 | 0.42% | 0.82% | 1.32% | Q4 2018 | Q3 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 0.33% | 0.41% | 0.50% | Q4 2018 | Q3 2023 | 20 |
Fort Sheridan Advisors LLC | 20 | 20 | 1.35% | 2.33% | 3.16% | Q4 2018 | Q3 2023 | 20 |
BESSEMER SECURITIES LLC | 20 | 20 | 0.79% | 1.90% | 3.10% | Q4 2018 | Q3 2023 | 20 |
Foster Victor Wealth Advisors, LLC | 20 | 20 | 0.98% | 2.01% | 2.40% | Q4 2018 | Q3 2023 | 20 |
SADOFF INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q3 2022 | 20 |
Russell Clark Investment Management Ltd | 20 | 20 | 1.63% | 3.40% | 5.53% | Q4 2016 | Q3 2021 | 20 |
Lavaca Capital LLC | 20 | 20 | 0.11% | 0.56% | 1.84% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.63% | 0.93% | 1.14% | Q4 2018 | Q3 2023 | 20 |
KMG FIDUCIARY PARTNERS, LLC | 20 | 20 | 2.04% | 2.95% | 3.81% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.14% | 0.52% | 1.19% | Q4 2015 | Q3 2020 | 20 |
BRASADA CAPITAL MANAGEMENT, LP | 18 | 2 | 0.06% | 0.36% | 0.82% | Q4 2017 | Q3 2023 | 20 |
South Street Advisors LLC | 10 | 2 | 0.04% | 0.35% | 0.73% | Q2 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.13% | 0.33% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Rodgers Brothers Inc. | 18 | 2 | 0.08% | 0.12% | 0.19% | Q1 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 1.83% | 2.97% | 3.82% | Q4 2017 | Q3 2022 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.29% | 0.48% | 1.27% | Q4 2018 | Q3 2023 | 20 |
New Potomac Partners, LLC | 15 | 5 | 0.02% | 1.25% | 2.43% | Q4 2017 | Q3 2023 | 20 |
Mizuho Securities Co. Ltd. | 20 | 20 | 0.08% | 5.08% | 16.48% | Q4 2018 | Q3 2023 | 20 |
F3Logic, LLC | 20 | 20 | 0.09% | 0.51% | 1.10% | Q1 2018 | Q4 2022 | 20 |
Intelligence Driven Advisers, LLC | 20 | 20 | 0.04% | 0.11% | 0.21% | Q4 2018 | Q3 2023 | 20 |
HUSSMAN STRATEGIC ADVISORS, INC. | 16 | 1 | 0.11% | 0.56% | 1.64% | Q3 2014 | Q3 2023 | 20 |
Ocean Capital Management, LLC | 20 | 20 | 11.69% | 15.73% | 19.82% | Q4 2018 | Q3 2023 | 20 |
Antipodean Advisors LLC | 19 | 1 | 3.35% | 11.50% | 33.77% | Q4 2015 | Q4 2020 | 20 |
Johanson Financial Advisors, Inc. | 20 | 20 | 0.05% | 1.11% | 1.76% | Q1 2017 | Q4 2021 | 20 |
Teilinger Capital Ltd. | 5 | 1 | 0.01% | 1.00% | 5.66% | Q3 2020 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.46% | 0.80% | 1.33% | Q4 2018 | Q3 2023 | 20 |
CITIZENS & NORTHERN CORP | 20 | 20 | 0.70% | 2.02% | 3.08% | Q4 2018 | Q3 2023 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 1.51% | 2.18% | 2.83% | Q4 2018 | Q3 2023 | 20 |
Acorn Wealth Advisors, LLC | 16 | 1 | 0.10% | 0.45% | 0.73% | Q4 2017 | Q3 2023 | 20 |
MATRIX ASSET ADVISORS INC/NY | 20 | 20 | 0.04% | 0.44% | 2.33% | Q4 2018 | Q3 2023 | 20 |
Ballast, Inc. | 10 | 10 | 0.16% | 0.47% | 0.69% | Q3 2018 | Q3 2023 | 20 |
DSM CAPITAL PARTNERS LLC | 20 | 20 | 2.01% | 5.79% | 8.06% | Q4 2018 | Q3 2023 | 20 |
American Financial Advisors, LLC | 14 | 5 | 0.36% | 0.50% | 0.64% | Q4 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 1.40% | 3.29% | 5.66% | Q1 2019 | Q3 2023 | 19 |
TRILLIUM ASSET MANAGEMENT, LLC | 16 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 2.85% | 3.91% | 5.12% | Q1 2019 | Q3 2023 | 19 |
BRIDGES INVESTMENT COUNSEL INC/ | 19 | 19 | 0.29% | 0.55% | 1.14% | Q2 2013 | Q4 2017 | 19 |
CAHABA WEALTH MANAGEMENT, INC. | 18 | 1 | 0.04% | 0.11% | 0.17% | Q3 2018 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 1.12% | 2.28% | 3.88% | Q4 2018 | Q3 2023 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 0.21% | 0.32% | 0.43% | Q4 2018 | Q2 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.63% | 0.98% | 1.49% | Q1 2019 | Q3 2023 | 19 |
Truvvo Partners LLC | 13 | 6 | 0.41% | 0.88% | 1.92% | Q4 2015 | Q3 2020 | 19 |
MU Investments Co., Ltd. | 19 | 19 | 0.09% | 0.36% | 0.67% | Q2 2013 | Q4 2017 | 19 |
Foundations Investment Advisors, LLC | 19 | 19 | 0.08% | 0.23% | 0.54% | Q1 2019 | Q3 2023 | 19 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 19 | 19 | 0.13% | 0.45% | 0.76% | Q1 2019 | Q3 2023 | 19 |
CAPE ANN SAVINGS BANK | 12 | 1 | 0.31% | 1.30% | 2.04% | Q2 2018 | Q3 2023 | 19 |
CHECK CAPITAL MANAGEMENT INC/CA | 16 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.01% | 1.36% | 2.62% | Q1 2019 | Q3 2023 | 19 |
Legend Financial Advisors, Inc. | 10 | 9 | 0.44% | 0.75% | 1.15% | Q4 2018 | Q3 2023 | 19 |
Berkshire Hathaway | 19 | 19 | 0.30% | 0.50% | 0.73% | Q1 2019 | Q3 2023 | 19 |
Wealthspire Advisors, LLC | 18 | 1 | 0.04% | 0.39% | 0.92% | Q4 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.32% | 0.67% | 1.16% | Q1 2019 | Q3 2023 | 19 |
HighVista Strategies LLC | 7 | 1 | 0.26% | 1.25% | 2.94% | Q1 2016 | Q3 2023 | 19 |
Fairhaven Wealth Management, LLC | 17 | 2 | 0.25% | 1.20% | 1.70% | Q4 2018 | Q3 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.50% | 0.87% | 1.23% | Q4 2017 | Q2 2022 | 19 |
Investidor Profissional Gestao de Recursos Ltda. | 16 | 1 | 0.11% | 3.43% | 7.67% | Q4 2017 | Q3 2023 | 19 |
SPROTT INC. | 12 | 6 | 0.00% | 0.04% | 0.24% | Q1 2019 | Q3 2023 | 19 |
Baskin Financial Services Inc. | 18 | 1 | 0.05% | 2.97% | 4.18% | Q1 2018 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.24% | 1.42% | 2.84% | Q1 2019 | Q3 2023 | 19 |
WESTPORT ASSET MANAGEMENT INC | 19 | 19 | 0.03% | 0.61% | 0.96% | Q1 2019 | Q3 2023 | 19 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 12 | 1 | 1.66% | 3.08% | 5.25% | Q4 2016 | Q3 2022 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.02% | 0.17% | 0.35% | Q1 2014 | Q3 2018 | 19 |
PATTON ALBERTSON MILLER GROUP, LLC | 18 | 1 | 0.05% | 0.83% | 1.68% | Q3 2018 | Q3 2023 | 19 |
Baker Chad R | 19 | 19 | 1.64% | 3.10% | 4.15% | Q1 2019 | Q3 2023 | 19 |
Jupiter Wealth Management LLC | 19 | 19 | 1.45% | 3.05% | 4.85% | Q1 2019 | Q3 2023 | 19 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 13 | 6 | 0.16% | 0.66% | 1.87% | Q2 2018 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.61% | 1.26% | 1.77% | Q1 2019 | Q3 2023 | 19 |
Executive Wealth Management, LLC | 16 | 3 | 0.53% | 0.67% | 0.80% | Q4 2018 | Q3 2023 | 19 |
Shulman DeMeo Asset Management LLC | 10 | 9 | 0.10% | 0.15% | 0.30% | Q4 2018 | Q3 2023 | 19 |
NICOLA WEALTH MANAGEMENT LTD. | 15 | 1 | 0.51% | 0.92% | 1.39% | Q1 2018 | Q2 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.18% | 0.34% | 0.59% | Q1 2019 | Q3 2023 | 19 |
Regal Wealth Group, Inc. | 14 | 5 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2021 | 19 |
Bowie Capital Management, LLC | 13 | 13 | 0.30% | 2.23% | 4.33% | Q3 2020 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 2.00% | 4.16% | 6.67% | Q1 2019 | Q3 2023 | 19 |
LAKE STREET FINANCIAL LLC | 19 | 19 | 1.29% | 2.51% | 3.92% | Q1 2019 | Q3 2023 | 19 |
Valley Forge Capital Management, LP | 19 | 19 | 0.27% | 3.53% | 10.56% | Q2 2018 | Q4 2022 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.44% | 0.80% | 1.09% | Q1 2019 | Q3 2023 | 19 |
Trust Asset Management LLC | 18 | 1 | 0.07% | 1.06% | 1.86% | Q2 2018 | Q3 2023 | 19 |
Financial Insights, Inc. | 18 | 1 | 0.80% | 1.13% | 1.44% | Q4 2018 | Q3 2023 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.12% | 0.61% | 0.97% | Q4 2018 | Q3 2023 | 19 |
Alight Capital Management LP | 16 | 3 | 0.54% | 3.63% | 8.63% | Q4 2018 | Q3 2023 | 19 |
Trinity Legacy Partners, LLC | 15 | 3 | 0.00% | 1.81% | 2.75% | Q4 2018 | Q3 2023 | 19 |
Enterprise Bank & Trust Co | 19 | 19 | 1.89% | 2.99% | 4.28% | Q1 2019 | Q3 2023 | 19 |
COOKSON PEIRCE & CO INC | 9 | 1 | 0.02% | 2.78% | 4.98% | Q3 2015 | Q1 2022 | 19 |
Centric Wealth Management | 15 | 4 | 0.76% | 1.13% | 2.17% | Q4 2018 | Q3 2023 | 19 |
Outlook Wealth Advisors, LLC | 15 | 4 | 0.17% | 0.26% | 0.45% | Q4 2018 | Q3 2023 | 19 |
BAINCO INTERNATIONAL INVESTORS | 19 | 19 | 1.02% | 2.81% | 4.59% | Q2 2016 | Q4 2020 | 19 |
Stratos Investment Management, LLC | 19 | 19 | 0.60% | 1.97% | 3.40% | Q1 2019 | Q3 2023 | 19 |
TLW Wealth Management, LLC | 19 | 19 | 3.82% | 5.94% | 7.52% | Q1 2019 | Q3 2023 | 19 |
Spectrum Wealth Advisory Group, LLC | 19 | 19 | 0.66% | 0.82% | 1.20% | Q1 2019 | Q3 2023 | 19 |
Covenant Partners, LLC | 19 | 19 | 0.68% | 0.97% | 1.31% | Q1 2019 | Q3 2023 | 19 |
STRATEGIC CAPITAL ADVISERS, INC. | 19 | 19 | 1.74% | 2.68% | 3.39% | Q4 2017 | Q2 2022 | 19 |
Weaver Consulting Group | 19 | 19 | 0.18% | 0.77% | 1.14% | Q1 2019 | Q3 2023 | 19 |
Harvest Investment Services, LLC | 19 | 19 | 0.22% | 0.52% | 1.35% | Q1 2019 | Q3 2023 | 19 |
Principal Street Partners, LLC | 19 | 19 | 0.34% | 1.90% | 2.77% | Q1 2019 | Q3 2023 | 19 |
Barbara Oil Co. | 19 | 19 | 0.20% | 0.51% | 0.76% | Q1 2019 | Q3 2023 | 19 |
Capital Investment Services of America, Inc. | 18 | 1 | 0.03% | 1.95% | 2.60% | Q3 2018 | Q3 2023 | 19 |
Stamos Capital Partners, L.P. | 13 | 6 | 0.58% | 1.51% | 3.17% | Q4 2018 | Q3 2023 | 19 |
White Elm Capital, LLC | 19 | 19 | 2.56% | 4.80% | 6.05% | Q2 2015 | Q4 2019 | 19 |
Sather Financial Group Inc | 16 | 3 | 0.05% | 0.19% | 0.49% | Q2 2018 | Q3 2023 | 19 |
HOERTKORN RICHARD CHARLES | 19 | 19 | 0.02% | 0.19% | 0.64% | Q1 2019 | Q3 2023 | 19 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.13% | 0.35% | Q2 2013 | Q2 2017 | 19 |
Mascoma Wealth Management LLC | 12 | 7 | 0.04% | 0.21% | 0.42% | Q4 2017 | Q3 2023 | 19 |
Rikoon Group, LLC | 19 | 19 | 0.25% | 1.49% | 2.95% | Q3 2016 | Q1 2021 | 19 |
RBA Wealth Management, LLC | 19 | 19 | 0.30% | 2.52% | 9.96% | Q1 2019 | Q3 2023 | 19 |
VisionPoint Advisory Group, LLC | 18 | 1 | 0.08% | 1.99% | 4.88% | Q4 2018 | Q3 2023 | 19 |
Appaloosa LP | 19 | 19 | 3.78% | 9.55% | 14.90% | Q1 2019 | Q3 2023 | 19 |
Marquette Asset Management, LLC | 19 | 19 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Advisory Alpha, LLC | 14 | 5 | 0.10% | 0.17% | 0.26% | Q4 2018 | Q3 2023 | 19 |
Howard Capital Management Inc. | 10 | 2 | 0.04% | 0.18% | 0.51% | Q4 2017 | Q3 2023 | 19 |
FLC Capital Advisors | 19 | 19 | 0.35% | 0.80% | 1.21% | Q4 2018 | Q2 2023 | 19 |
First American Bank | 9 | 4 | 0.25% | 1.29% | 2.12% | Q4 2016 | Q4 2021 | 19 |
Monument Capital Management | 17 | 1 | 0.01% | 0.29% | 0.56% | Q1 2018 | Q3 2023 | 19 |
Cavalier Investments, LLC | 8 | 5 | 0.16% | 0.53% | 1.04% | Q2 2016 | Q4 2022 | 19 |
United Capital Management of KS, Inc. | 10 | 9 | 1.82% | 2.70% | 3.83% | Q3 2018 | Q3 2023 | 19 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 14 | 5 | 0.13% | 0.25% | 0.55% | Q1 2018 | Q3 2023 | 19 |
UNIVERSITY OF NOTRE DAME DU LAC | 14 | 2 | 1.01% | 4.19% | 8.93% | Q4 2015 | Q4 2020 | 19 |
Human Investing LLC | 12 | 7 | 0.06% | 0.12% | 0.43% | Q4 2018 | Q3 2023 | 19 |
BRINKER CAPITAL INC | 12 | 1 | 0.04% | 0.42% | 1.07% | Q4 2014 | Q2 2020 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.79% | 1.59% | 2.70% | Q1 2019 | Q3 2023 | 19 |
Crawford Lake Capital Management, LLC | 4 | 1 | 0.08% | 4.09% | 15.89% | Q4 2016 | Q4 2022 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.12% | 0.52% | 1.19% | Q1 2019 | Q3 2023 | 19 |
Evolution Wealth Advisors, LLC | 16 | 3 | 0.61% | 2.30% | 3.53% | Q4 2018 | Q3 2023 | 19 |
Arlington Partners LLC | 18 | 1 | 0.10% | 0.32% | 0.75% | Q3 2018 | Q2 2023 | 19 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 17 | 2 | 0.20% | 2.57% | 3.96% | Q4 2013 | Q3 2019 | 19 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 19 | 19 | 0.06% | 0.11% | 0.15% | Q1 2019 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.60% | 0.93% | 1.28% | Q4 2018 | Q2 2023 | 19 |
LUCAS CAPITAL MANAGEMENT | 19 | 19 | 0.07% | 1.72% | 3.88% | Q4 2013 | Q2 2018 | 19 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 19 | 19 | 0.24% | 0.36% | 0.50% | Q1 2019 | Q3 2023 | 19 |
ICON ADVISERS INC/CO | 14 | 5 | 0.06% | 0.61% | 1.44% | Q2 2016 | Q1 2022 | 19 |
ISTHMUS PARTNERS, LLC | 12 | 1 | 0.02% | 0.11% | 0.23% | Q4 2014 | Q2 2021 | 19 |
Wealthquest Corp | 14 | 5 | 0.16% | 0.37% | 0.60% | Q4 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.44% | 0.66% | 0.83% | Q4 2017 | Q2 2022 | 19 |
First Eagle Investment Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
Concert Wealth Management Inc. | 9 | 7 | 0.00% | 0.51% | 1.12% | Q2 2013 | Q2 2017 | 19 |
Verity Asset Management, Inc. | 14 | 5 | 0.38% | 0.69% | 1.09% | Q4 2018 | Q3 2023 | 19 |
Frisch Financial Group, Inc. | 18 | 1 | 0.85% | 1.83% | 2.61% | Q4 2018 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.06% | 0.27% | 0.42% | Q3 2018 | Q3 2023 | 19 |
Claar Advisors LLC | 19 | 19 | 4.36% | 6.90% | 8.82% | Q1 2019 | Q3 2023 | 19 |
Jasper Ridge Partners, L.P. | 19 | 19 | 0.18% | 0.32% | 0.46% | Q1 2019 | Q3 2023 | 19 |
Financial Gravity Asset Management, Inc. | 12 | 2 | 0.03% | 0.50% | 2.14% | Q2 2018 | Q3 2023 | 19 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.01% | 0.49% | 2.67% | Q4 2019 | Q3 2023 | 19 |
Polar Asset Management Partners Inc. | 9 | 1 | 0.00% | 0.29% | 0.83% | Q1 2014 | Q2 2023 | 19 |
Magellan Asset Management Ltd | 19 | 19 | 0.00% | 1.94% | 6.49% | Q1 2019 | Q3 2023 | 19 |
CreativeOne Wealth, LLC | 18 | 1 | 0.14% | 0.41% | 0.76% | Q1 2018 | Q3 2023 | 19 |
Financial Engines Advisors L.L.C. | 9 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 19 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 12 | 7 | 0.38% | 3.32% | 7.38% | Q1 2015 | Q4 2019 | 19 |
Soroban Capital Partners LP | 12 | 2 | 0.59% | 4.93% | 10.90% | Q2 2014 | Q4 2022 | 19 |
Tillar-Wenstrup Advisors, LLC | 11 | 8 | 0.19% | 0.79% | 1.31% | Q1 2018 | Q4 2022 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.23% | 0.87% | 1.30% | Q2 2018 | Q4 2022 | 19 |
Bell Rock Capital LLC | 16 | 1 | 3.38% | 5.38% | 8.00% | Q4 2016 | Q3 2022 | 19 |
GLG Partners LP | 8 | 3 | 0.02% | 0.52% | 1.75% | Q2 2013 | Q4 2017 | 19 |
BOSTON ADVISORS LLC | 18 | 18 | 0.39% | 1.81% | 4.55% | Q2 2015 | Q3 2019 | 18 |
Wealthstreet Investment Advisors, LLC | 18 | 18 | 0.63% | 2.45% | 6.35% | Q4 2017 | Q1 2022 | 18 |
FORTALEZA ASSET MANAGEMENT INC/ | 18 | 18 | 0.49% | 2.11% | 3.77% | Q2 2013 | Q3 2017 | 18 |
Portfolio Strategies, Inc. | 14 | 4 | 0.04% | 0.19% | 0.34% | Q4 2017 | Q3 2023 | 18 |
Chesapeake Wealth Management | 18 | 18 | 0.38% | 0.76% | 1.29% | Q2 2019 | Q3 2023 | 18 |
Orbis Allan Gray Ltd | 12 | 3 | 0.02% | 0.92% | 4.19% | Q1 2016 | Q3 2023 | 18 |
Andesa Financial Management Inc. | 18 | 18 | 0.35% | 0.58% | 0.92% | Q4 2018 | Q1 2023 | 18 |
Castle Hook Partners LP | 10 | 2 | 1.07% | 4.28% | 14.67% | Q2 2017 | Q3 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.01% | 0.13% | 0.41% | Q2 2013 | Q3 2017 | 18 |
Grandview Asset Management LLC | 11 | 1 | 0.40% | 2.04% | 4.97% | Q4 2018 | Q3 2023 | 18 |
M.D. Sass, Inc. | 15 | 3 | 0.46% | 1.38% | 4.18% | Q1 2019 | Q3 2023 | 18 |
Gladius Capital Management LP | 10 | 1 | 0.01% | 0.31% | 1.19% | Q2 2018 | Q3 2023 | 18 |
COASTLAND CAPITAL LLC | 8 | 1 | 0.21% | 1.25% | 6.60% | Q2 2013 | Q4 2015 | 18 |
PRINCETON CAPITAL MANAGEMENT INC | 18 | 18 | 0.94% | 2.06% | 3.80% | Q2 2013 | Q3 2017 | 18 |
Paragon Wealth Strategies, LLC | 10 | 2 | 0.07% | 0.20% | 1.22% | Q3 2018 | Q4 2023 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 0.43% | 1.24% | 1.70% | Q2 2019 | Q3 2023 | 18 |
WestEnd Advisors, LLC | 18 | 18 | 0.67% | 1.71% | 2.90% | Q2 2019 | Q3 2023 | 18 |
Redhawk Wealth Advisors, Inc. | 18 | 18 | 0.10% | 0.55% | 0.98% | Q2 2019 | Q3 2023 | 18 |
SP Asset Management | 18 | 18 | 0.38% | 0.82% | 1.96% | Q2 2018 | Q3 2022 | 18 |
SII INVESTMENTS INC/WI | 10 | 8 | 0.08% | 0.14% | 0.39% | Q2 2013 | Q4 2017 | 18 |
Lineweaver Wealth Advisors, LLC | 16 | 16 | 0.05% | 0.71% | 0.99% | Q4 2019 | Q3 2023 | 18 |
Schwab Charitable Fund | 18 | 18 | 0.05% | 0.38% | 1.74% | Q2 2019 | Q3 2023 | 18 |
HARTWELL J M LIMITED PARTNERSHIP | 11 | 7 | 0.06% | 2.67% | 7.14% | Q1 2015 | Q3 2019 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.70% | 1.10% | 1.51% | Q1 2019 | Q3 2023 | 18 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 18 | 18 | 0.05% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Arvest Bank Trust Division | 18 | 18 | 0.02% | 0.07% | 0.11% | Q2 2017 | Q3 2021 | 18 |
FINANCIAL LIFE ADVISORS | 9 | 3 | 0.11% | 0.22% | 0.36% | Q3 2018 | Q3 2023 | 18 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.01% | 4.57% | 8.44% | Q4 2019 | Q3 2023 | 18 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 18 | 18 | 1.16% | 1.90% | 2.91% | Q2 2013 | Q3 2017 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.96% | 1.52% | 2.02% | Q2 2019 | Q3 2023 | 18 |
GODSEY & GIBB, INC | 12 | 2 | 0.04% | 0.22% | 0.91% | Q2 2018 | Q3 2023 | 18 |
Biechele Royce Advisors | 14 | 4 | 0.12% | 0.22% | 0.40% | Q1 2019 | Q3 2023 | 18 |
HILLMAN CO | 18 | 18 | 9.47% | 18.64% | 40.99% | Q4 2018 | Q1 2023 | 18 |
Strategic Family Wealth Counselors, L.L.C. | 15 | 1 | 0.20% | 0.34% | 1.18% | Q4 2018 | Q3 2023 | 18 |
Inscription Capital, LLC | 18 | 18 | 0.29% | 1.53% | 2.68% | Q2 2019 | Q3 2023 | 18 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 18 | 18 | 0.29% | 1.95% | 3.27% | Q2 2019 | Q3 2023 | 18 |
Wealthstar Advisors, LLC | 10 | 8 | 0.15% | 0.29% | 0.40% | Q2 2018 | Q3 2023 | 18 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.03% | 0.93% | 2.26% | Q4 2013 | Q3 2023 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.08% | 0.25% | 0.54% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.08% | 0.23% | 0.52% | Q2 2013 | Q3 2017 | 18 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.17% | 0.50% | Q1 2018 | Q3 2023 | 18 |
Lee Capital Holdings LLC | 18 | 18 | 6.53% | 11.88% | 16.16% | Q2 2018 | Q3 2022 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.12% | 0.56% | 0.81% | Q2 2019 | Q3 2023 | 18 |
One Capital Management, LLC | 15 | 1 | 0.01% | 0.35% | 1.39% | Q3 2014 | Q3 2022 | 18 |
Donald L. Hagan, LLC | 15 | 1 | 0.02% | 0.30% | 0.87% | Q1 2016 | Q3 2022 | 18 |
Spearhead Capital Advisors, LLC | 18 | 18 | 1.19% | 2.11% | 2.89% | Q2 2018 | Q3 2022 | 18 |
Sippican Capital Advisors | 18 | 18 | 0.21% | 0.28% | 0.38% | Q4 2017 | Q1 2022 | 18 |
Highstreet Asset Management Inc. | 18 | 18 | 0.20% | 0.44% | 0.82% | Q3 2015 | Q4 2019 | 18 |
Alecta Tjanstepension Omsesidigt | 18 | 18 | 0.78% | 5.44% | 9.49% | Q2 2019 | Q3 2023 | 18 |
Beach Investment Management, LLC. | 17 | 1 | 0.56% | 3.00% | 4.60% | Q1 2014 | Q1 2020 | 18 |
Guinness Atkinson Asset Management Inc | 18 | 18 | 1.92% | 3.22% | 4.32% | Q2 2019 | Q3 2023 | 18 |
Guinness Asset Management LTD | 18 | 18 | 0.32% | 0.93% | 1.46% | Q2 2019 | Q3 2023 | 18 |
Financial Enhancement Group LLC | 15 | 3 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 18 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 18 | 18 | 0.19% | 0.58% | 0.99% | Q4 2017 | Q1 2022 | 18 |
UBS AG | 6 | 6 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2014 | 18 |
FOUNDERS FINANCIAL SECURITIES LLC | 18 | 18 | 0.10% | 0.64% | 1.10% | Q2 2019 | Q3 2023 | 18 |
Shilanski & Associates, Inc. | 18 | 18 | 0.16% | 0.58% | 1.36% | Q2 2019 | Q3 2023 | 18 |
Corvex Management LP | 15 | 3 | 0.64% | 3.81% | 8.23% | Q1 2019 | Q3 2023 | 18 |
RIVER GLOBAL INVESTORS LLP | 15 | 3 | 0.02% | 1.19% | 3.31% | Q4 2015 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.69% | 1.90% | 3.49% | Q2 2019 | Q3 2023 | 18 |
Cornerstone Wealth Group, LLC | 16 | 2 | 0.60% | 1.30% | 2.16% | Q1 2019 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.06% | 0.22% | 0.67% | Q2 2013 | Q3 2017 | 18 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 15 | 3 | 0.40% | 1.12% | 1.77% | Q4 2018 | Q3 2023 | 18 |
Titus Wealth Management | 18 | 18 | 0.41% | 1.41% | 2.35% | Q1 2018 | Q2 2022 | 18 |
Elmwood Wealth Management, Inc. | 11 | 2 | 0.91% | 1.67% | 2.39% | Q1 2018 | Q3 2023 | 18 |
NuWave Investment Management, LLC | 12 | 1 | 0.00% | 0.46% | 1.40% | Q4 2013 | Q2 2022 | 18 |
Costello Asset Management, INC | 14 | 4 | 0.12% | 3.90% | 7.00% | Q4 2018 | Q3 2023 | 18 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 18 | 18 | 0.04% | 0.08% | 0.12% | Q2 2018 | Q3 2022 | 18 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 18 | 18 | 0.25% | 0.68% | 1.12% | Q2 2019 | Q3 2023 | 18 |
Osborn Williams & Donohoe LLC | 18 | 18 | 0.04% | 0.40% | 1.24% | Q4 2015 | Q1 2020 | 18 |
Global Strategic Investment Solutions, LLC | 15 | 3 | 0.04% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 18 |
Pasadena Private Wealth, LLC | 17 | 17 | 0.00% | 0.29% | 0.51% | Q3 2019 | Q3 2023 | 18 |
Yorktown Management & Research Co Inc | 10 | 3 | 0.04% | 0.10% | 0.21% | Q3 2013 | Q1 2022 | 18 |
Arden Trust Co | 11 | 7 | 0.37% | 0.59% | 0.84% | Q2 2019 | Q4 2023 | 18 |
Inlet Private Wealth, LLC | 18 | 18 | 0.08% | 0.21% | 0.40% | Q2 2019 | Q3 2023 | 18 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.60% | 1.43% | Q2 2013 | Q4 2016 | 18 |
Veritas Investment Management (UK) Ltd | 18 | 18 | 0.06% | 0.24% | 2.20% | Q3 2017 | Q4 2021 | 18 |
GQG Partners LLC | 8 | 2 | 0.43% | 2.95% | 5.69% | Q4 2016 | Q3 2023 | 18 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.65% | 1.35% | Q2 2013 | Q4 2016 | 18 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.08% | 2.18% | 6.05% | Q4 2021 | Q3 2023 | 18 |
Atom Investors LP | 14 | 4 | 0.13% | 1.43% | 4.36% | Q4 2018 | Q3 2023 | 18 |
Shorepoint Capital Partners LLC | 9 | 9 | 0.41% | 0.63% | 0.79% | Q1 2019 | Q3 2023 | 18 |
ELEMENT POINTE ADVISORS, LLC | 14 | 4 | 0.12% | 0.44% | 1.02% | Q4 2018 | Q3 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.15% | 0.23% | 0.31% | Q2 2013 | Q3 2017 | 18 |
PREMIER ASSET MANAGEMENT LLC | 17 | 1 | 2.02% | 2.80% | 3.91% | Q2 2014 | Q4 2022 | 18 |
Cadence Bank | 18 | 18 | 0.02% | 0.21% | 0.51% | Q2 2019 | Q3 2023 | 18 |
CADENCE CAPITAL MANAGEMENT LLC | 9 | 2 | 0.02% | 0.09% | 0.32% | Q1 2013 | Q2 2020 | 18 |
Orca Investment Management, LLC | 12 | 6 | 0.68% | 0.97% | 1.23% | Q2 2018 | Q3 2023 | 18 |
FCG ADVISORS, LLC | 18 | 18 | 0.08% | 0.34% | 0.51% | Q2 2016 | Q3 2020 | 18 |
Pinnacle Advisory Group, Inc. | 18 | 18 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q1 2021 | 18 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.35% | 2.54% | 7.62% | Q3 2016 | Q3 2022 | 18 |
Senator Investment Group LP | 10 | 1 | 1.83% | 3.83% | 8.48% | Q1 2016 | Q3 2023 | 18 |
Coyle Financial Counsel LLC | 16 | 2 | 0.04% | 0.55% | 0.79% | Q1 2018 | Q3 2023 | 18 |
PFM Health Sciences, LP | 8 | 3 | 0.76% | 1.56% | 4.14% | Q2 2013 | Q3 2020 | 18 |
BECKER CAPITAL MANAGEMENT INC | 18 | 18 | 0.01% | 0.27% | 1.24% | Q2 2019 | Q3 2023 | 18 |
Columbus Hill Capital Management, L.P. | 16 | 16 | 0.50% | 6.86% | 10.63% | Q4 2019 | Q3 2023 | 18 |
Lenox Wealth Management, Inc. | 15 | 1 | 0.01% | 0.33% | 0.64% | Q4 2013 | Q2 2020 | 18 |
PEAVINE CAPITAL, LLC | 17 | 1 | 0.06% | 0.13% | 0.18% | Q3 2016 | Q1 2022 | 18 |
M Holdings Securities, Inc. | 10 | 1 | 0.09% | 1.20% | 2.97% | Q3 2014 | Q2 2023 | 18 |
LOEB PARTNERS CORP | 16 | 1 | 0.06% | 0.31% | 0.86% | Q4 2013 | Q4 2018 | 18 |
TCG Advisory Services, LLC | 12 | 12 | 0.00% | 1.47% | 11.92% | Q4 2020 | Q3 2023 | 18 |
New England Research & Management, Inc. | 11 | 2 | 0.22% | 0.55% | 1.41% | Q1 2016 | Q3 2023 | 18 |
O'Brien Wealth Partners LLC | 14 | 1 | 0.02% | 0.14% | 0.28% | Q1 2018 | Q3 2023 | 18 |
Selective Wealth Management, Inc. | 14 | 1 | 0.08% | 0.27% | 0.57% | Q3 2018 | Q4 2023 | 18 |
PrairieView Partners, LLC | 17 | 17 | 0.05% | 0.09% | 0.15% | Q3 2019 | Q3 2023 | 17 |
WASATCH ADVISORS LP | 12 | 2 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2017 | 17 |
Ziegler Capital Management, LLC | 15 | 2 | 0.11% | 1.62% | 2.63% | Q2 2013 | Q3 2023 | 17 |
TB Alternative Assets Ltd. | 11 | 6 | 0.25% | 2.66% | 8.14% | Q1 2017 | Q3 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.31% | 0.47% | 0.60% | Q3 2019 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.21% | 0.39% | 0.74% | Q3 2019 | Q3 2023 | 17 |
GeoWealth Management, LLC | 17 | 17 | 0.04% | 0.13% | 0.38% | Q3 2019 | Q3 2023 | 17 |
Clear Creek Financial Management, LLC | 12 | 5 | 0.65% | 1.25% | 2.72% | Q2 2019 | Q3 2023 | 17 |
Teza Capital Management LLC | 6 | 1 | 0.18% | 0.69% | 1.57% | Q4 2016 | Q3 2023 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.27% | 1.40% | 3.40% | Q2 2013 | Q3 2023 | 17 |
Johnson Financial Group, LLC | 11 | 6 | 0.04% | 0.43% | 0.89% | Q4 2016 | Q3 2022 | 17 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 11 | 2 | 0.03% | 0.55% | 2.28% | Q4 2017 | Q4 2022 | 17 |
Resource Management, LLC | 17 | 17 | 0.27% | 0.50% | 0.84% | Q4 2017 | Q4 2021 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.26% | 0.87% | 1.83% | Q2 2013 | Q2 2017 | 17 |
TAP Consulting, LLC | 13 | 1 | 0.06% | 0.15% | 0.27% | Q1 2019 | Q3 2023 | 17 |
Capital Bank & Trust Co | 17 | 17 | 1.28% | 1.93% | 2.73% | Q2 2017 | Q2 2021 | 17 |
SEEYOND | 17 | 17 | 0.13% | 0.96% | 1.76% | Q4 2018 | Q4 2022 | 17 |
Teamwork Financial Advisors, LLC | 16 | 16 | 0.02% | 1.73% | 2.55% | Q4 2019 | Q3 2023 | 17 |
Mendel Money Management | 14 | 3 | 1.93% | 2.98% | 3.90% | Q2 2019 | Q3 2023 | 17 |
DSAM Partners (London) Ltd | 5 | 1 | 0.59% | 4.38% | 9.76% | Q1 2015 | Q2 2021 | 17 |
Hotaling Investment Management, LLC | 17 | 17 | 2.65% | 4.05% | 5.27% | Q4 2018 | Q4 2022 | 17 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.69% | 1.34% | Q2 2013 | Q4 2016 | 17 |
WP Advisors, LLC | 14 | 1 | 0.04% | 1.43% | 2.49% | Q2 2018 | Q3 2023 | 17 |
Lantz Financial LLC | 11 | 2 | 0.57% | 1.00% | 1.40% | Q1 2019 | Q3 2023 | 17 |
Valentine Capital Asset Management, Inc. | 17 | 17 | 0.16% | 0.55% | 1.12% | Q4 2011 | Q4 2015 | 17 |
HRT FINANCIAL LP | 4 | 1 | 0.03% | 1.53% | 5.62% | Q1 2015 | Q2 2023 | 17 |
HERMES INVESTMENT MANAGEMENT LTD | 12 | 5 | 0.04% | 0.98% | 2.45% | Q2 2013 | Q2 2018 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.03% | 0.27% | 0.56% | Q2 2013 | Q2 2017 | 17 |
Incline Global Management LLC | 6 | 5 | 0.11% | 3.56% | 6.81% | Q1 2019 | Q3 2023 | 17 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 14 | 3 | 0.39% | 1.13% | 1.71% | Q4 2018 | Q3 2023 | 17 |
Pineno Levin & Ford Asset Management, Inc. | 17 | 17 | 0.32% | 0.59% | 0.83% | Q4 2017 | Q4 2021 | 17 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 15 | 2 | 0.00% | 1.07% | 1.42% | Q3 2015 | Q3 2023 | 17 |
NWI MANAGEMENT LP | 13 | 2 | 0.16% | 7.24% | 22.14% | Q4 2016 | Q3 2023 | 17 |
ALTERNA WEALTH MANAGEMENT, INC | 9 | 8 | 0.79% | 1.35% | 2.21% | Q4 2018 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.10% | 0.62% | 1.43% | Q4 2019 | Q4 2023 | 17 |
Tidal Investments LLC | 17 | 17 | 0.83% | 1.25% | 1.79% | Q3 2019 | Q3 2023 | 17 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 17 | 17 | 0.07% | 0.15% | 0.22% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 1.16% | 1.97% | 2.74% | Q3 2019 | Q3 2023 | 17 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 17 | 17 | 0.47% | 1.60% | 2.12% | Q3 2019 | Q3 2023 | 17 |
Charles Schwab Trust Co | 17 | 17 | 0.13% | 0.40% | 0.70% | Q3 2019 | Q3 2023 | 17 |
Nationwide Fund Advisors | 14 | 3 | 0.21% | 0.69% | 1.18% | Q2 2013 | Q3 2017 | 17 |
MARSHALL WACE ASIA Ltd | 16 | 1 | 0.78% | 3.22% | 5.89% | Q1 2017 | Q2 2021 | 17 |
Modus Advisors, LLC | 17 | 17 | 1.28% | 1.66% | 2.14% | Q4 2019 | Q4 2023 | 17 |
ARMSTRONG HENRY H ASSOCIATES INC | 16 | 1 | 0.03% | 0.24% | 0.33% | Q3 2018 | Q3 2023 | 17 |
Grace Capital | 15 | 2 | 0.80% | 2.26% | 3.25% | Q1 2017 | Q4 2021 | 17 |
WEIK CAPITAL MANAGEMENT | 16 | 1 | 0.12% | 0.88% | 1.35% | Q2 2018 | Q3 2023 | 17 |
FRONTIER INVESTMENT MGMT CO | 17 | 17 | 0.02% | 0.21% | 0.61% | Q2 2016 | Q2 2020 | 17 |
MERIDIAN INVESTMENT COUNSEL INC. | 16 | 1 | 0.10% | 0.17% | 0.24% | Q2 2019 | Q3 2023 | 17 |
Permanens Capital L.P. | 16 | 1 | 0.02% | 0.45% | 1.38% | Q1 2018 | Q3 2022 | 17 |
Semmax Financial Advisors Inc. | 16 | 1 | 0.10% | 0.43% | 1.04% | Q1 2019 | Q3 2023 | 17 |
Suncoast Equity Management | 14 | 3 | 0.04% | 2.46% | 4.20% | Q2 2019 | Q3 2023 | 17 |
Virtu KCG Holdings LLC | 11 | 4 | 0.04% | 0.21% | 0.54% | Q3 2013 | Q2 2017 | 17 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 17 | 17 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q1 2022 | 17 |
GILL CAPITAL PARTNERS, LLC | 16 | 1 | 0.29% | 0.51% | 0.66% | Q4 2018 | Q4 2023 | 17 |
Colorado Capital Management, Inc. | 14 | 3 | 0.14% | 0.26% | 0.34% | Q4 2017 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.21% | 0.43% | 0.69% | Q2 2013 | Q2 2017 | 17 |
ROWLANDMILLER & PARTNERS.ADV | 17 | 17 | 0.04% | 0.16% | 0.34% | Q4 2019 | Q4 2023 | 17 |
Venture Visionary Partners LLC | 16 | 16 | 0.02% | 1.47% | 2.46% | Q4 2019 | Q3 2023 | 17 |
Islet Management, LP | 7 | 2 | 0.52% | 2.52% | 13.28% | Q4 2018 | Q2 2023 | 17 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 17 | 17 | 0.05% | 0.68% | 3.10% | Q4 2016 | Q4 2020 | 17 |
BlueCrest Capital Management Ltd | 7 | 1 | 0.02% | 0.26% | 0.95% | Q3 2014 | Q3 2023 | 17 |
NumerixS Investment Technologies Inc | 9 | 1 | 0.12% | 3.37% | 9.10% | Q4 2014 | Q2 2020 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.93% | 2.36% | 3.97% | Q2 2013 | Q2 2017 | 17 |
Acropolis Investment Management, LLC | 17 | 17 | 0.06% | 0.20% | 0.30% | Q3 2019 | Q3 2023 | 17 |
CEDAR CAPITAL, LLC | 16 | 1 | 0.05% | 0.35% | 0.74% | Q4 2015 | Q3 2020 | 17 |
Hickory Lane Capital Management LP | 10 | 10 | 2.73% | 5.37% | 9.40% | Q4 2020 | Q1 2023 | 17 |
Sterneck Capital Management, LLC | 13 | 1 | 0.13% | 1.90% | 3.77% | Q2 2017 | Q3 2023 | 17 |
VISTA INVESTMENT MANAGEMENT | 11 | 1 | 0.12% | 0.20% | 0.31% | Q3 2018 | Q3 2023 | 17 |
6 Meridian | 17 | 17 | 0.13% | 0.79% | 1.54% | Q4 2017 | Q4 2021 | 17 |
1623 Capital LLC | 16 | 16 | 2.45% | 4.31% | 5.55% | Q4 2019 | Q3 2023 | 17 |
Spectrum Asset Management, Inc. (NB/CA) | 17 | 17 | 0.10% | 0.24% | 0.35% | Q1 2018 | Q1 2022 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.54% | 0.92% | 1.24% | Q3 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 2.31% | 2.98% | 3.67% | Q4 2019 | Q4 2023 | 17 |
UBP Investment Advisors SA | 15 | 1 | 0.18% | 0.37% | 0.71% | Q4 2017 | Q2 2022 | 17 |
Sturgeon Ventures LLP | 12 | 1 | 1.40% | 6.74% | 11.04% | Q4 2017 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.07% | 0.17% | 0.39% | Q2 2013 | Q2 2017 | 17 |
WT Wealth Management | 17 | 17 | 1.77% | 2.17% | 2.93% | Q3 2019 | Q3 2023 | 17 |
VIRIDIAN RIA, LLC | 17 | 17 | 1.22% | 1.68% | 2.21% | Q1 2018 | Q1 2022 | 17 |
D1 Capital Partners L.P. | 10 | 1 | 1.66% | 6.67% | 13.29% | Q4 2018 | Q3 2023 | 17 |
Litman Gregory Wealth Management LLC | 9 | 1 | 0.00% | 0.05% | 0.38% | Q1 2018 | Q3 2023 | 17 |
Confluence Wealth Management LLC | 17 | 17 | 0.10% | 0.62% | 1.28% | Q3 2016 | Q3 2020 | 17 |
Taylor Hoffman Wealth Management | 9 | 8 | 0.03% | 0.10% | 0.15% | Q4 2017 | Q1 2022 | 17 |
Schoolcraft Capital LLC | 14 | 3 | 0.07% | 0.14% | 0.28% | Q2 2019 | Q3 2023 | 17 |
Vigilare Wealth Management | 17 | 17 | 1.38% | 3.04% | 6.48% | Q4 2019 | Q4 2023 | 17 |
Rokos Capital Management LLP | 12 | 12 | 0.08% | 2.85% | 8.39% | Q4 2020 | Q3 2023 | 17 |
Taylor Wealth Management Partners | 9 | 8 | 0.00% | 1.12% | 2.49% | Q1 2015 | Q2 2022 | 17 |
Campbell Wealth Management | 17 | 17 | 0.05% | 0.08% | 0.11% | Q3 2019 | Q3 2023 | 17 |
TIGER MANAGEMENT L.L.C. | 6 | 2 | 0.09% | 2.38% | 14.56% | Q4 2014 | Q1 2023 | 17 |
Clarus Wealth Advisors | 14 | 1 | 0.12% | 0.98% | 1.96% | Q4 2017 | Q2 2023 | 17 |
TURNER INVESTMENTS LLC | 12 | 5 | 0.00% | 0.80% | 4.53% | Q2 2013 | Q4 2017 | 17 |
Iowa State Bank | 17 | 17 | 0.17% | 0.94% | 1.54% | Q3 2019 | Q3 2023 | 17 |
Holloway Wealth Management, LLC | 16 | 1 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q1 2022 | 17 |
Ruggie Capital Group | 15 | 2 | 0.03% | 1.64% | 5.60% | Q2 2015 | Q4 2019 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.53% | 0.92% | 1.14% | Q3 2019 | Q3 2023 | 17 |
BANCED CORP | 10 | 1 | 0.31% | 1.15% | 2.15% | Q2 2013 | Q4 2018 | 17 |
FormulaFolio Investments, LLC | 17 | 17 | 0.02% | 0.15% | 0.34% | Q2 2017 | Q2 2021 | 17 |
Tennessee Valley Asset Management Partners | 9 | 8 | 0.17% | 0.34% | 0.66% | Q2 2019 | Q3 2023 | 17 |
WealthTrust Fairport, LLC | 10 | 7 | 0.01% | 0.56% | 1.32% | Q2 2013 | Q1 2019 | 17 |
One Wealth Advisors, LLC | 11 | 6 | 0.00% | 0.17% | 0.45% | Q4 2017 | Q3 2023 | 17 |
Bell & Brown Wealth Advisors, LLC | 8 | 3 | 0.21% | 1.75% | 3.60% | Q2 2018 | Q2 2023 | 17 |
McCarthy Grittinger Financial Group, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Axiom Investment Management LLC | 17 | 17 | 0.50% | 2.40% | 4.28% | Q4 2018 | Q4 2022 | 17 |
Spence Asset Management | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2021 | 17 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 1 | 0.07% | 5.96% | 49.64% | Q2 2013 | Q3 2023 | 17 |
Triton Wealth Management, PLLC | 15 | 15 | 0.00% | 1.63% | 3.77% | Q1 2020 | Q3 2023 | 17 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 9 | 1 | 0.00% | 0.16% | 0.62% | Q4 2016 | Q3 2023 | 17 |
New England Private Wealth Advisors LLC | 17 | 17 | 0.09% | 0.25% | 0.42% | Q3 2015 | Q3 2019 | 17 |
Guild Investment Management, Inc. | 16 | 1 | 0.20% | 1.35% | 2.94% | Q3 2016 | Q4 2020 | 17 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 17 | 17 | 0.49% | 1.87% | 2.45% | Q3 2019 | Q3 2023 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 3.28% | 5.13% | 6.42% | Q4 2018 | Q4 2022 | 17 |
Summit Global Investments | 16 | 16 | 0.11% | 1.71% | 4.21% | Q4 2019 | Q3 2023 | 16 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 16 | 16 | 7.84% | 13.75% | 20.42% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.52% | 0.94% | 1.78% | Q4 2019 | Q3 2023 | 16 |
BROOKTREE CAPITAL MANAGEMENT | 16 | 16 | 0.34% | 2.68% | 4.98% | Q4 2019 | Q3 2023 | 16 |
UNIVEST FINANCIAL Corp | 15 | 1 | 0.06% | 2.12% | 3.06% | Q3 2018 | Q3 2023 | 16 |
NEW YORK LIFE TRUST CO | 16 | 16 | 0.20% | 1.08% | 2.20% | Q2 2013 | Q1 2017 | 16 |
MARATHON ASSET MANAGEMENT LLP | 16 | 16 | 0.29% | 1.11% | 2.22% | Q4 2016 | Q3 2020 | 16 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 16 | 16 | 0.04% | 0.09% | 0.19% | Q3 2015 | Q2 2019 | 16 |
ROVIN CAPITAL /UT/ /ADV | 16 | 16 | 0.22% | 0.34% | 0.47% | Q4 2019 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.19% | 0.26% | 0.35% | Q2 2013 | Q1 2017 | 16 |
TEXAS CAPITAL BANCSHARES INC/TX | 16 | 16 | 0.16% | 0.31% | 0.68% | Q4 2019 | Q3 2023 | 16 |
VAN STRUM & TOWNE INC. | 15 | 1 | 0.12% | 0.18% | 0.24% | Q3 2018 | Q3 2023 | 16 |
BOYS ARNOLD & CO INC | 16 | 16 | 0.06% | 0.28% | 0.74% | Q2 2016 | Q1 2020 | 16 |
CROSSLINK CAPITAL INC | 9 | 3 | 0.00% | 2.72% | 4.48% | Q2 2013 | Q3 2018 | 16 |
AGRAN LIBBIE | 16 | 16 | 0.30% | 0.67% | 1.49% | Q2 2013 | Q1 2017 | 16 |
VILLERE ST DENIS J & CO LLC | 15 | 1 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 16 |
FULTON BREAKEFIELD BROENNIMAN LLC | 10 | 6 | 1.18% | 1.83% | 2.36% | Q3 2019 | Q3 2023 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 0.21% | 0.37% | 0.46% | Q4 2019 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.12% | 0.91% | 1.76% | Q2 2013 | Q1 2017 | 16 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 11 | 5 | 2.67% | 7.83% | 16.14% | Q3 2017 | Q3 2022 | 16 |
MAGEE THOMSON INVESTMENT PARTNERS LLC | 16 | 16 | 3.09% | 4.26% | 7.16% | Q2 2013 | Q1 2017 | 16 |
HORAN CAPITAL MANAGEMENT | 7 | 1 | 3.89% | 6.87% | 9.70% | Q2 2015 | Q4 2020 | 16 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 16 | 16 | 0.02% | 0.14% | 0.99% | Q2 2013 | Q1 2017 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.03% | 0.55% | 1.28% | Q4 2019 | Q3 2023 | 16 |
Graham Capital Management, L.P. | 8 | 1 | 0.03% | 0.36% | 1.21% | Q2 2015 | Q3 2023 | 16 |
Southpoint Capital Advisors LP | 7 | 1 | 1.47% | 3.50% | 5.69% | Q4 2014 | Q2 2022 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.20% | 0.37% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Patriot Wealth Management, Inc. | 8 | 1 | 0.48% | 0.96% | 1.88% | Q3 2013 | Q4 2018 | 16 |
GLG LLC | 16 | 16 | 0.19% | 0.96% | 1.69% | Q1 2014 | Q4 2017 | 16 |
Passport Capital, LLC | 5 | 1 | 0.00% | 1.91% | 11.71% | Q2 2013 | Q4 2019 | 16 |
Magnetar Financial LLC | 6 | 1 | 0.01% | 0.05% | 0.26% | Q3 2014 | Q4 2022 | 16 |
MAKENA CAPITAL MANAGEMENT LLC | 16 | 16 | 0.94% | 2.58% | 4.20% | Q4 2019 | Q3 2023 | 16 |
Adams Asset Advisors, LLC | 14 | 2 | 0.03% | 0.26% | 0.60% | Q2 2018 | Q2 2022 | 16 |
Laurel Grove Capital, LLC | 16 | 16 | 0.76% | 2.42% | 4.14% | Q4 2014 | Q3 2018 | 16 |
VALINOR MANAGEMENT, L.P. | 11 | 5 | 1.00% | 3.32% | 5.89% | Q1 2014 | Q1 2020 | 16 |
Rainier Group Investment Advisory LLC | 16 | 16 | 0.11% | 1.62% | 15.54% | Q4 2016 | Q3 2020 | 16 |
HL FINANCIAL SERVICES LLC | 10 | 1 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q1 2019 | 16 |
Palisade Asset Management, LLC | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 1.68% | 2.83% | 3.98% | Q4 2019 | Q3 2023 | 16 |
Texan Capital Management | 16 | 16 | 0.72% | 1.81% | 3.04% | Q1 2014 | Q4 2017 | 16 |
Granite Investment Advisors, LLC | 16 | 16 | 0.46% | 0.94% | 1.52% | Q4 2017 | Q3 2021 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 3.21% | 5.59% | 7.24% | Q4 2019 | Q3 2023 | 16 |
Saratoga Research & Investment Management | 12 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 16 |
IFC Holdings Incorporated/FL | 15 | 1 | 0.04% | 0.11% | 0.18% | Q4 2013 | Q4 2017 | 16 |
abrdn Investment Management Ltd | 9 | 7 | 0.01% | 0.63% | 1.30% | Q2 2013 | Q2 2017 | 16 |
Sequent Asset Management, LLC | 16 | 16 | 0.74% | 2.25% | 2.89% | Q4 2019 | Q3 2023 | 16 |
ROCKY MOUNTAIN ADVISERS, LLC | 13 | 3 | 0.01% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 16 |
MIZUHO SECURITIES USA LLC | 4 | 1 | 0.00% | 1.44% | 8.71% | Q2 2013 | Q3 2021 | 16 |
MATHER GROUP, LLC. | 16 | 16 | 0.05% | 0.09% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Angeles Investment Advisors, LLC | 13 | 3 | 0.04% | 0.40% | 1.10% | Q4 2018 | Q3 2023 | 16 |
Crestline Management, LP | 9 | 1 | 0.00% | 0.79% | 4.02% | Q3 2016 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.63% | 1.20% | 1.75% | Q4 2019 | Q3 2023 | 16 |
Standard Investments LLC | 11 | 1 | 0.06% | 6.38% | 17.46% | Q3 2014 | Q3 2023 | 16 |
Signature Financial Management, Inc. | 16 | 16 | 0.14% | 0.22% | 0.32% | Q1 2015 | Q4 2018 | 16 |
Callan Capital, LLC | 15 | 1 | 0.07% | 0.20% | 0.26% | Q2 2019 | Q3 2023 | 16 |
Cipher Capital LP | 4 | 1 | 0.09% | 0.40% | 0.80% | Q1 2014 | Q3 2023 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.31% | 0.58% | 1.36% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.23% | 0.40% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Seven Post Investment Office LP | 16 | 16 | 0.12% | 0.20% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Pomelo Capital LLC | 16 | 16 | 0.00% | 0.56% | 1.95% | Q2 2014 | Q1 2018 | 16 |
Mariner Wealth Advisors-Cincinnati, LLC | 8 | 2 | 0.01% | 0.24% | 1.01% | Q4 2013 | Q3 2018 | 16 |
GREEN VALLEY INVESTORS LLC | 16 | 16 | 2.91% | 8.52% | 12.85% | Q4 2015 | Q3 2019 | 16 |
TIVERTON ASSET MANAGEMENT LLC | 16 | 16 | 0.14% | 2.65% | 4.55% | Q4 2015 | Q3 2019 | 16 |
Veritas Investment Management LLP | 16 | 16 | 0.01% | 0.05% | 0.18% | Q4 2016 | Q3 2020 | 16 |
Surevest, LLC | 16 | 16 | 1.08% | 1.92% | 3.26% | Q4 2018 | Q3 2022 | 16 |
HGI Capital Management, LLC | 16 | 16 | 0.87% | 1.86% | 2.72% | Q2 2018 | Q1 2022 | 16 |
GUARDIAN POINT CAPITAL, LP | 16 | 16 | 3.23% | 6.72% | 10.04% | Q1 2017 | Q4 2020 | 16 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 5 | 1 | 0.24% | 3.19% | 8.03% | Q4 2014 | Q4 2021 | 16 |
Cardano Asset Management N.V. | 16 | 16 | 12.74% | 17.65% | 22.50% | Q4 2019 | Q3 2023 | 16 |
Compass Ion Advisors, LLC | 16 | 16 | 0.30% | 0.72% | 1.42% | Q4 2019 | Q3 2023 | 16 |
Alliance Wealth Management Group | 14 | 1 | 0.06% | 0.16% | 0.42% | Q3 2017 | Q2 2023 | 16 |
Barry Investment Advisors, LLC | 15 | 1 | 0.07% | 0.11% | 0.14% | Q3 2018 | Q3 2023 | 16 |
Bayesian Capital Management, LP | 3 | 1 | 0.12% | 0.73% | 2.96% | Q4 2015 | Q1 2023 | 16 |
Eukles Asset Management | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CMT Capital Markets Trading GmbH | 4 | 1 | 0.00% | 0.03% | 0.21% | Q3 2015 | Q3 2023 | 16 |
Towercrest Capital Management | 15 | 1 | 0.06% | 0.11% | 0.25% | Q2 2019 | Q3 2023 | 16 |
True North Advisors, LLC | 16 | 16 | 0.21% | 0.53% | 1.42% | Q4 2019 | Q3 2023 | 16 |
GFG Capital, LLC | 16 | 16 | 0.64% | 2.13% | 2.86% | Q4 2019 | Q3 2023 | 16 |
Harfst & Associates, Inc. | 14 | 2 | 0.00% | 0.45% | 0.78% | Q1 2017 | Q3 2023 | 16 |
Quadrature Capital Ltd | 6 | 1 | 0.02% | 1.87% | 3.47% | Q3 2015 | Q3 2023 | 16 |
Curtis Advisory Group, LLC | 16 | 16 | 3.82% | 6.08% | 10.16% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.10% | 0.36% | 0.66% | Q4 2019 | Q3 2023 | 16 |
StrategIQ Financial Group, LLC | 16 | 16 | 0.06% | 0.22% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Bridge Creek Capital Management LLC | 15 | 1 | 0.10% | 0.90% | 1.73% | Q2 2019 | Q3 2023 | 16 |
PERSONAL CFO SOLUTIONS, LLC | 16 | 16 | 0.62% | 1.52% | 1.94% | Q4 2019 | Q3 2023 | 16 |
Copperwynd Financial, LLC | 10 | 4 | 0.00% | 1.22% | 5.40% | Q1 2018 | Q3 2023 | 16 |
Knights of Columbus Asset Advisors LLC | 16 | 16 | 0.06% | 0.38% | 2.13% | Q4 2019 | Q3 2023 | 16 |
Sloy Dahl & Holst, LLC | 16 | 16 | 0.97% | 2.75% | 7.16% | Q4 2019 | Q3 2023 | 16 |
Symmetry Investments LP | 8 | 3 | 0.02% | 2.57% | 8.91% | Q4 2020 | Q3 2023 | 16 |
Tandem Investment Advisors, Inc. | 14 | 2 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 16 |
Symmetry Partners, LLC | 15 | 1 | 0.12% | 0.70% | 1.73% | Q4 2018 | Q4 2023 | 16 |
ICICI Prudential Asset Management Co Ltd | 12 | 4 | 0.79% | 1.92% | 4.07% | Q4 2016 | Q3 2023 | 16 |
BlueSky Wealth Advisors, LLC | 8 | 1 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 16 |
Berman Capital Advisors, LLC | 16 | 16 | 0.20% | 0.93% | 1.88% | Q4 2017 | Q3 2021 | 16 |
Legacy Financial Strategies, LLC | 14 | 2 | 0.13% | 0.23% | 0.39% | Q3 2019 | Q3 2023 | 16 |
Emerson Point Capital LP | 16 | 16 | 0.58% | 1.35% | 3.53% | Q4 2018 | Q3 2022 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.28% | 0.52% | 0.85% | Q4 2017 | Q3 2023 | 16 |
Foresight Wealth Management, LLC | 16 | 16 | 0.04% | 0.95% | 1.47% | Q4 2018 | Q3 2022 | 16 |
Requisite Capital Management, LLC | 15 | 1 | 0.10% | 0.33% | 1.23% | Q1 2019 | Q2 2023 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 0.80% | 2.30% | 3.66% | Q4 2017 | Q3 2021 | 16 |
Harborview Advisors, LLC | 16 | 16 | 0.21% | 0.37% | 0.52% | Q4 2017 | Q3 2021 | 16 |
Secrest Blakey & Associates, LLC | 11 | 11 | 0.00% | 0.81% | 2.12% | Q1 2018 | Q3 2020 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.38% | 0.81% | 1.24% | Q4 2019 | Q3 2023 | 16 |
Brio Consultants, LLC | 16 | 16 | 0.06% | 0.13% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Brand Asset Management Group, Inc. | 15 | 1 | 0.02% | 0.07% | 0.16% | Q3 2018 | Q3 2022 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.04% | 0.11% | Q3 2018 | Q2 2022 | 16 |
Chapman Investment Management, LLC | 16 | 16 | 4.25% | 6.94% | 9.51% | Q4 2019 | Q3 2023 | 16 |
TenCore Partners, LP | 16 | 16 | 4.50% | 10.13% | 14.00% | Q4 2019 | Q3 2023 | 16 |
Delta Investment Management, LLC | 16 | 16 | 0.39% | 2.15% | 4.47% | Q4 2019 | Q3 2023 | 16 |
Black Diamond Financial, LLC | 16 | 16 | 0.17% | 0.28% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Crumly & Associates Inc. | 16 | 16 | 0.13% | 0.72% | 1.37% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 1.40% | 2.22% | 3.83% | Q4 2018 | Q3 2022 | 16 |
Meridian Financial Partners LLC | 13 | 1 | 0.98% | 1.49% | 2.40% | Q4 2018 | Q3 2023 | 16 |
Maltin Wealth Management, Inc. | 16 | 16 | 0.14% | 0.39% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Apexium Financial, LP | 16 | 16 | 0.38% | 1.01% | 1.43% | Q4 2019 | Q3 2023 | 16 |
S.E.E.D. Planning Group LLC | 16 | 16 | 2.48% | 3.23% | 4.46% | Q4 2019 | Q3 2023 | 16 |
HOWARD WEALTH MANAGEMENT, LLC | 16 | 16 | 0.61% | 0.93% | 1.22% | Q4 2019 | Q3 2023 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 14 | 1 | 0.39% | 0.86% | 1.33% | Q4 2018 | Q3 2023 | 16 |
Clarity Wealth Advisors, LLC | 16 | 16 | 0.66% | 1.19% | 2.68% | Q4 2019 | Q3 2023 | 16 |
Ferguson Shapiro LLC | 16 | 16 | 0.23% | 0.36% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Trek Financial, LLC | 14 | 2 | 0.13% | 0.32% | 0.76% | Q1 2019 | Q3 2023 | 16 |
Pacific Edge Advisors, LLC | 16 | 16 | 0.18% | 0.64% | 1.16% | Q4 2017 | Q3 2021 | 16 |
Atwater Malick LLC | 15 | 1 | 0.01% | 0.38% | 0.56% | Q3 2019 | Q3 2023 | 16 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 13 | 3 | 0.22% | 1.97% | 3.85% | Q3 2019 | Q3 2023 | 16 |
Core Wealth Advisors, Inc. | 16 | 16 | 0.01% | 0.22% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 4.00% | 6.75% | 9.87% | Q4 2019 | Q3 2023 | 16 |
CCG WEALTH MANAGEMENT, LLC | 16 | 16 | 0.15% | 0.38% | 0.47% | Q4 2019 | Q3 2023 | 16 |
Center Lake Capital Management, LLC | 16 | 16 | 2.71% | 13.49% | 33.22% | Q4 2019 | Q3 2023 | 16 |
Cornerstone Advisors, LLC | 16 | 16 | 2.05% | 5.37% | 8.77% | Q4 2019 | Q3 2023 | 16 |
Leelyn Smith, LLC | 16 | 16 | 1.03% | 1.83% | 2.41% | Q4 2019 | Q3 2023 | 16 |
PSI Advisors, LLC | 16 | 16 | 0.85% | 1.14% | 1.68% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 1.04% | 2.42% | 3.06% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 1.18% | 2.86% | 4.56% | Q4 2019 | Q3 2023 | 16 |
Meridian Wealth Partners, LLC | 16 | 16 | 0.15% | 0.21% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Red Door Wealth Management, LLC | 16 | 16 | 1.84% | 2.81% | 4.02% | Q4 2019 | Q3 2023 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.25% | 0.55% | 0.97% | Q4 2019 | Q3 2023 | 16 |
PETERSON WEALTH MANAGEMENT | 10 | 5 | 0.02% | 1.34% | 2.99% | Q4 2019 | Q3 2023 | 16 |
Carolina Wealth Advisors, LLC | 16 | 16 | 0.07% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.50% | 0.84% | 1.12% | Q4 2019 | Q3 2023 | 16 |
Crake Asset Management LLP | 16 | 16 | 0.83% | 9.16% | 16.55% | Q4 2019 | Q3 2023 | 16 |
Arkfeld Wealth Strategies, L.L.C. | 16 | 16 | 3.89% | 5.83% | 8.67% | Q4 2019 | Q3 2023 | 16 |
Hubbell Strickland Wealth Management, LLC | 13 | 3 | 0.13% | 0.25% | 0.37% | Q3 2019 | Q3 2023 | 16 |
Pavion Blue Capital, LLC | 16 | 16 | 0.22% | 0.75% | 1.87% | Q4 2019 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 0.47% | 0.85% | 1.28% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 1.39% | 2.37% | 3.56% | Q4 2019 | Q3 2023 | 16 |
WASHBURN CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.96% | 2.19% | 3.69% | Q4 2019 | Q3 2023 | 16 |
Hyperion Capital Advisors LP | 16 | 16 | 0.17% | 0.27% | 0.67% | Q4 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.38% | 0.60% | 0.80% | Q4 2019 | Q3 2023 | 16 |
Heartwood Wealth Advisors LLC | 16 | 16 | 0.06% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Americana Partners, LLC | 16 | 16 | 0.16% | 1.17% | 1.94% | Q4 2019 | Q3 2023 | 16 |
Professional Financial Advisors, LLC | 16 | 16 | 0.32% | 0.81% | 1.62% | Q4 2019 | Q3 2023 | 16 |
Capital Square, LLC | 16 | 16 | 1.78% | 2.57% | 3.86% | Q4 2019 | Q3 2023 | 16 |
Beaumont Asset Management, L.L.C. | 16 | 16 | 1.58% | 2.50% | 3.19% | Q4 2019 | Q3 2023 | 16 |
Bay Rivers Group | 16 | 16 | 1.81% | 2.40% | 2.80% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
WealthBridge Investment Counsel Inc. | 16 | 16 | 1.63% | 2.55% | 2.92% | Q4 2019 | Q3 2023 | 16 |
EPIQ PARTNERS, LLC | 16 | 16 | 0.42% | 0.80% | 1.31% | Q4 2019 | Q3 2023 | 16 |
Detalus Advisors, LLC | 16 | 16 | 0.41% | 0.67% | 0.94% | Q4 2019 | Q3 2023 | 16 |
Paragon Advisors, LLC | 16 | 16 | 0.70% | 1.59% | 2.82% | Q4 2019 | Q3 2023 | 16 |
Birch Capital Management, LLC | 16 | 16 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
PFG Private Wealth Management, LLC | 16 | 16 | 0.16% | 0.42% | 0.78% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.39% | 0.64% | 0.95% | Q4 2019 | Q3 2023 | 16 |
Sunburst Financial Group, LLC | 16 | 16 | 0.21% | 0.46% | 0.82% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.56% | 1.14% | 1.71% | Q4 2019 | Q3 2023 | 16 |
Atlas Private Wealth Management | 16 | 16 | 0.20% | 0.50% | 0.92% | Q4 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.72% | 1.09% | 1.73% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.38% | 0.55% | 0.69% | Q4 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.55% | 0.74% | 1.04% | Q4 2019 | Q3 2023 | 16 |
KFA Private Wealth Group, LLC | 16 | 16 | 0.57% | 0.83% | 1.10% | Q4 2019 | Q3 2023 | 16 |
Adero Partners, LLC | 16 | 16 | 0.21% | 0.63% | 1.38% | Q4 2019 | Q3 2023 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 1.12% | 1.84% | 3.16% | Q4 2019 | Q3 2023 | 16 |
Secure Asset Management, LLC | 16 | 16 | 0.32% | 0.68% | 1.37% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 1.14% | 1.83% | 2.49% | Q4 2019 | Q3 2023 | 16 |
SPRENG CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.74% | 1.11% | 1.45% | Q4 2019 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 2.43% | 3.92% | 5.52% | Q4 2019 | Q3 2023 | 16 |
LPWM LLC | 16 | 16 | 0.17% | 0.29% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.47% | 0.74% | 0.93% | Q4 2019 | Q3 2023 | 16 |
Bank of Marin | 16 | 16 | 0.94% | 1.82% | 2.26% | Q4 2019 | Q3 2023 | 16 |
Parcion Private Wealth LLC | 16 | 16 | 0.59% | 0.87% | 1.13% | Q4 2019 | Q3 2023 | 16 |
LifeSteps Financial, Inc. | 16 | 16 | 0.90% | 1.69% | 2.64% | Q4 2019 | Q3 2023 | 16 |
Ayrshire Capital Management LLC | 16 | 16 | 2.48% | 3.44% | 4.02% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.75% | 1.41% | 2.45% | Q4 2019 | Q3 2023 | 16 |
AMJ Financial Wealth Management | 16 | 16 | 0.23% | 0.55% | 0.84% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 1.32% | 2.06% | 3.19% | Q4 2019 | Q3 2023 | 16 |
WJ Wealth Management, LLC | 16 | 16 | 0.64% | 2.89% | 6.74% | Q4 2019 | Q3 2023 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.31% | 0.77% | 1.35% | Q4 2019 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 1.16% | 1.93% | 3.09% | Q4 2019 | Q3 2023 | 16 |
Chronos Wealth Management, LLC | 16 | 16 | 3.61% | 6.03% | 8.35% | Q4 2019 | Q3 2023 | 16 |
DOHJ, LLC | 16 | 16 | 1.05% | 2.16% | 3.90% | Q4 2019 | Q3 2023 | 16 |
Mayfair Advisory Group, LLC | 16 | 16 | 0.45% | 0.98% | 1.91% | Q4 2019 | Q3 2023 | 16 |
Cardinal Strategic Wealth Guidance | 16 | 16 | 0.18% | 0.29% | 0.44% | Q4 2019 | Q3 2023 | 16 |
TOBIAS FINANCIAL ADVISORS, INC. | 16 | 16 | 0.22% | 0.63% | 1.12% | Q4 2019 | Q3 2023 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.29% | 0.50% | 0.67% | Q4 2019 | Q3 2023 | 16 |
Old Well Partners, LLC | 16 | 16 | 1.38% | 3.22% | 4.70% | Q4 2019 | Q3 2023 | 16 |
Aurora Private Wealth, Inc. | 16 | 16 | 0.65% | 1.79% | 2.77% | Q4 2019 | Q3 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 2.15% | 3.68% | 4.90% | Q4 2019 | Q3 2023 | 16 |
Fortis Capital Management LLC | 16 | 16 | 0.35% | 1.90% | 3.80% | Q4 2019 | Q3 2023 | 16 |
Copperleaf Capital, LLC | 16 | 16 | 0.80% | 1.17% | 2.02% | Q4 2019 | Q3 2023 | 16 |
Indie Asset Partners, LLC | 16 | 16 | 1.13% | 2.68% | 4.71% | Q4 2019 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.38% | 0.64% | 0.93% | Q4 2019 | Q3 2023 | 16 |
Hummer Financial Advisory Services Inc | 16 | 16 | 0.23% | 5.24% | 7.82% | Q4 2019 | Q3 2023 | 16 |
360 Financial, Inc. | 16 | 16 | 0.14% | 0.57% | 0.94% | Q4 2019 | Q3 2023 | 16 |
Strategic Wealth Investment Group, LLC | 16 | 16 | 2.74% | 4.05% | 6.44% | Q4 2019 | Q3 2023 | 16 |
Mattern Wealth Management LLC | 16 | 16 | 1.01% | 1.52% | 2.05% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.24% | 0.71% | 2.02% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.17% | 0.45% | 0.56% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 1.48% | 2.38% | 3.39% | Q4 2019 | Q3 2023 | 16 |
QP WEALTH MANAGEMENT, LLC | 16 | 16 | 3.50% | 5.05% | 6.72% | Q4 2019 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.39% | 1.03% | 1.67% | Q4 2019 | Q3 2023 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.37% | 1.49% | 2.17% | Q4 2019 | Q3 2023 | 16 |
ABSHER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Emerald Advisors, LLC | 16 | 16 | 0.42% | 0.74% | 1.11% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.19% | 0.56% | 0.85% | Q4 2019 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.33% | 0.56% | 0.88% | Q4 2019 | Q3 2023 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.22% | 0.43% | 0.90% | Q4 2019 | Q3 2023 | 16 |
Wade Financial Advisory, Inc | 16 | 16 | 0.18% | 0.42% | 0.74% | Q4 2019 | Q3 2023 | 16 |
McNaughton Wealth Management, LLC | 16 | 16 | 0.22% | 0.33% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.29% | 0.41% | 0.49% | Q4 2019 | Q3 2023 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.28% | 0.98% | 1.63% | Q4 2019 | Q3 2023 | 16 |
HARRELL INVESTMENT PARTNERS, LLC | 16 | 16 | 1.31% | 1.82% | 2.37% | Q4 2019 | Q3 2023 | 16 |
Verde Capital Management | 16 | 16 | 0.98% | 1.13% | 1.30% | Q4 2019 | Q3 2023 | 16 |
Fusion Capital, LLC | 16 | 16 | 0.80% | 1.18% | 1.46% | Q4 2019 | Q3 2023 | 16 |
Optas, LLC | 16 | 16 | 0.46% | 1.08% | 1.66% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 3.43% | 4.91% | 6.00% | Q4 2019 | Q3 2023 | 16 |
NWK Group, Inc. | 16 | 16 | 2.85% | 3.56% | 5.22% | Q4 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.43% | 0.72% | 1.09% | Q4 2019 | Q3 2023 | 16 |
Blue Zone Wealth Advisors, LLC | 16 | 16 | 0.29% | 1.64% | 2.12% | Q4 2019 | Q3 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 6.03% | 7.73% | 9.41% | Q4 2019 | Q3 2023 | 16 |
Menard Financial Group LLC | 16 | 16 | 0.61% | 2.66% | 4.74% | Q4 2019 | Q3 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.09% | 0.14% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.23% | 0.47% | 0.78% | Q4 2019 | Q3 2023 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 1.31% | 2.02% | 2.80% | Q4 2019 | Q3 2023 | 16 |
Sculati Wealth Management, LLC | 16 | 16 | 1.69% | 2.81% | 3.80% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.63% | 0.99% | 1.36% | Q4 2019 | Q3 2023 | 16 |
BEAM WEALTH ADVISORS, INC. | 16 | 16 | 0.25% | 0.61% | 1.25% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.38% | 0.66% | 0.93% | Q4 2019 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.11% | 0.27% | 0.58% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.45% | 0.99% | 1.73% | Q4 2019 | Q3 2023 | 16 |
Seven Springs Wealth Group, LLC | 16 | 16 | 0.04% | 1.71% | 3.24% | Q4 2019 | Q3 2023 | 16 |
Trust Co of Kansas | 16 | 16 | 2.65% | 5.33% | 7.88% | Q4 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 1.21% | 2.12% | 3.39% | Q4 2019 | Q3 2023 | 16 |
Total Clarity Wealth Management, Inc. | 16 | 16 | 0.53% | 0.90% | 1.46% | Q4 2019 | Q3 2023 | 16 |
Consolidated Planning Corp | 16 | 16 | 0.32% | 1.13% | 1.56% | Q4 2019 | Q3 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 1.00% | 1.48% | 1.91% | Q4 2019 | Q3 2023 | 16 |
Engrave Wealth Partners LLC | 16 | 16 | 0.29% | 0.52% | 0.98% | Q4 2019 | Q3 2023 | 16 |
Hixon Zuercher, LLC | 16 | 16 | 2.25% | 3.27% | 4.65% | Q4 2019 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.28% | 0.46% | 0.56% | Q4 2019 | Q3 2023 | 16 |
Davidson Capital Management Inc. | 16 | 16 | 0.00% | 0.81% | 2.90% | Q4 2019 | Q3 2023 | 16 |
Affinity Capital Advisors, LLC | 16 | 16 | 0.33% | 0.61% | 1.03% | Q4 2019 | Q3 2023 | 16 |
Veracity Capital LLC | 16 | 16 | 0.62% | 1.02% | 1.34% | Q4 2019 | Q3 2023 | 16 |
Richard P Slaughter Associates Inc | 12 | 4 | 0.07% | 0.20% | 0.34% | Q4 2019 | Q4 2023 | 16 |
StrongBox Wealth, LLC | 16 | 16 | 1.45% | 2.18% | 2.73% | Q1 2020 | Q4 2023 | 16 |
JACKSON SQUARE CAPITAL, LLC | 16 | 16 | 1.77% | 3.54% | 4.65% | Q4 2019 | Q3 2023 | 16 |
Lowell Blake & Associates Inc. | 16 | 16 | 3.39% | 4.90% | 6.44% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.05% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.03% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Monterey Private Wealth, Inc. | 16 | 16 | 0.48% | 0.73% | 0.93% | Q4 2019 | Q3 2023 | 16 |
NewEdge Wealth, LLC | 12 | 12 | 0.00% | 0.94% | 2.68% | Q4 2020 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.28% | 0.99% | 1.51% | Q4 2019 | Q3 2023 | 16 |
Halpern Financial, Inc. | 16 | 16 | 0.12% | 0.26% | 0.79% | Q4 2019 | Q3 2023 | 16 |
MACKAY SHIELDS LLC | 14 | 2 | 1.55% | 2.10% | 2.85% | Q1 2018 | Q1 2022 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.66% | 2.08% | 3.44% | Q4 2019 | Q3 2023 | 16 |
JAMES INVESTMENT RESEARCH INC | 14 | 1 | 0.00% | 0.60% | 1.16% | Q3 2016 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.26% | 0.59% | 1.16% | Q2 2013 | Q1 2017 | 16 |
HARRIS ASSOCIATES L P | 8 | 8 | 0.01% | 2.03% | 4.59% | Q2 2014 | Q3 2023 | 16 |
PLANNING DIRECTIONS INC | 15 | 1 | 0.20% | 0.54% | 1.58% | Q3 2018 | Q3 2023 | 16 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 16 | 16 | 0.09% | 0.26% | 0.47% | Q4 2015 | Q3 2019 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.98% | 2.30% | 3.74% | Q4 2019 | Q3 2023 | 16 |
NORTH AMERICAN MANAGEMENT CORP | 15 | 1 | 0.03% | 0.10% | 0.20% | Q1 2017 | Q1 2021 | 16 |
CHEMICAL BANK | 16 | 16 | 0.04% | 0.53% | 1.37% | Q3 2015 | Q2 2019 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.02% | 0.11% | 0.60% | Q4 2019 | Q3 2023 | 16 |
IBERIABANK CORP | 16 | 16 | 0.21% | 0.89% | 1.70% | Q3 2016 | Q2 2020 | 16 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 10 | 2 | 0.35% | 1.35% | 2.72% | Q2 2013 | Q3 2017 | 16 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.16% | 0.58% | 0.76% | Q4 2017 | Q2 2023 | 16 |
RAINIER INVESTMENT MANAGEMENT LLC | 9 | 7 | 0.00% | 0.91% | 1.70% | Q2 2013 | Q3 2017 | 16 |
NovaPoint Capital, LLC | 15 | 15 | 0.19% | 0.37% | 0.54% | Q1 2020 | Q3 2023 | 15 |
HC Advisors, LLC | 14 | 1 | 0.30% | 0.48% | 0.67% | Q4 2019 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.07% | 0.17% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Torch Wealth Management LLC | 12 | 1 | 0.07% | 0.59% | 1.51% | Q1 2014 | Q4 2019 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.01% | 0.11% | 0.60% | Q4 2019 | Q2 2023 | 15 |
PARK PRESIDIO CAPITAL LLC | 15 | 15 | 8.91% | 12.49% | 15.95% | Q1 2020 | Q3 2023 | 15 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 12 | 3 | 0.72% | 1.00% | 1.36% | Q4 2019 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.18% | 0.34% | 0.57% | Q1 2020 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.73% | 1.39% | 1.98% | Q1 2020 | Q3 2023 | 15 |
Stevard, LLC | 10 | 5 | 0.24% | 0.96% | 1.40% | Q4 2019 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.37% | 0.52% | 0.80% | Q4 2019 | Q3 2023 | 15 |
Your Advocates Ltd., LLP | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Financial Strategies Group, Inc. | 15 | 15 | 0.20% | 0.60% | 1.38% | Q1 2020 | Q3 2023 | 15 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 15 | 15 | 0.34% | 0.77% | 2.04% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.52% | 1.33% | 2.99% | Q4 2019 | Q3 2023 | 15 |
MADDEN SECURITIES Corp | 14 | 1 | 4.56% | 6.98% | 9.42% | Q4 2019 | Q3 2023 | 15 |
Schneider Downs Wealth Management Advisors, LP | 15 | 15 | 0.06% | 0.17% | 0.31% | Q1 2020 | Q3 2023 | 15 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 0.59% | 0.81% | 1.14% | Q4 2019 | Q2 2023 | 15 |
MAGNOLIA CAPITAL ADVISORS LLC | 15 | 15 | 0.94% | 2.66% | 6.95% | Q4 2019 | Q2 2023 | 15 |
CABOT WEALTH MANAGEMENT INC | 14 | 1 | 0.08% | 0.18% | 0.29% | Q2 2013 | Q3 2023 | 15 |
Harspring Capital Management, LLC | 15 | 15 | 3.74% | 7.58% | 9.67% | Q1 2020 | Q3 2023 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 1.11% | 1.72% | 2.96% | Q4 2019 | Q3 2023 | 15 |
RMR Wealth Builders | 14 | 1 | 0.79% | 2.36% | 5.52% | Q4 2019 | Q3 2023 | 15 |
tru Independence LLC | 9 | 6 | 0.01% | 0.21% | 0.51% | Q4 2019 | Q3 2023 | 15 |
Quantamental Technologies LLC | 7 | 1 | 0.01% | 0.87% | 2.62% | Q4 2018 | Q3 2023 | 15 |
Draper Asset Management, LLC | 12 | 12 | 0.01% | 16.50% | 24.61% | Q4 2020 | Q3 2023 | 15 |
BCS Wealth Management | 14 | 1 | 0.14% | 0.52% | 0.72% | Q4 2019 | Q3 2023 | 15 |
Zuckerman Investment Group, LLC | 15 | 15 | 1.06% | 1.29% | 1.64% | Q1 2020 | Q3 2023 | 15 |
Landmark Financial Advisors, LLC | 15 | 15 | 0.24% | 0.34% | 0.47% | Q1 2020 | Q3 2023 | 15 |
Spark Investment Management LLC | 13 | 2 | 0.15% | 10.57% | 31.79% | Q1 2016 | Q3 2023 | 15 |
Fosun International Ltd | 15 | 15 | 0.16% | 0.41% | 0.59% | Q3 2018 | Q1 2022 | 15 |
Auxano Advisors, LLC | 15 | 15 | 7.27% | 12.13% | 17.95% | Q1 2020 | Q3 2023 | 15 |
I.G.Y. Ltd | 15 | 15 | 31.60% | 43.80% | 53.57% | Q1 2020 | Q3 2023 | 15 |
Wellspring Financial Advisors, LLC | 15 | 15 | 0.30% | 0.48% | 0.62% | Q1 2020 | Q3 2023 | 15 |
Akaris Global Partners, LP | 15 | 15 | 3.81% | 10.75% | 16.82% | Q1 2020 | Q3 2023 | 15 |
Epstein & White Financial LLC | 15 | 15 | 0.22% | 0.36% | 0.52% | Q4 2017 | Q2 2021 | 15 |
SOMA EQUITY PARTNERS LP | 15 | 15 | 2.60% | 5.39% | 7.53% | Q1 2020 | Q3 2023 | 15 |
Souders Financial Advisors | 15 | 15 | 0.66% | 1.33% | 2.86% | Q1 2020 | Q3 2023 | 15 |
Pinion Investment Advisors, LLC | 15 | 15 | 0.57% | 1.41% | 1.92% | Q1 2020 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.55% | 0.91% | 1.58% | Q2 2013 | Q4 2016 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 1.38% | 2.39% | 3.28% | Q1 2020 | Q3 2023 | 15 |
Tempus Wealth Planning, LLC | 14 | 14 | 0.01% | 0.72% | 1.22% | Q2 2020 | Q3 2023 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 0.65% | 0.86% | 0.94% | Q1 2020 | Q3 2023 | 15 |
Aft, Forsyth & Sober, LLC | 14 | 1 | 0.11% | 0.85% | 2.45% | Q4 2019 | Q3 2023 | 15 |
ASSET PLANNING SERVICES INC /LA/ /ADV | 15 | 15 | 2.47% | 3.98% | 5.06% | Q1 2020 | Q3 2023 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 0.17% | 1.93% | 2.87% | Q1 2020 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.16% | 0.39% | 0.74% | Q1 2020 | Q3 2023 | 15 |
THAMES CAPITAL MANAGEMENT LLC | 9 | 1 | 2.37% | 3.45% | 4.49% | Q1 2018 | Q3 2023 | 15 |
First National Bank of Mount Dora, Trust Investment Services | 15 | 15 | 0.98% | 1.48% | 2.35% | Q2 2020 | Q4 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.44% | 0.79% | 1.12% | Q2 2016 | Q4 2019 | 15 |
Ifrah Financial Services, Inc. | 14 | 1 | 0.07% | 0.24% | 0.32% | Q3 2018 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.19% | 0.36% | 0.69% | Q1 2020 | Q4 2023 | 15 |
KDI CAPITAL PARTNERS LLC | 15 | 15 | 0.23% | 2.93% | 6.72% | Q1 2018 | Q3 2021 | 15 |
OneAscent Financial Services LLC | 8 | 1 | 0.28% | 0.86% | 3.88% | Q2 2019 | Q3 2023 | 15 |
BOWEN HANES & CO INC | 15 | 15 | 0.05% | 1.15% | 1.96% | Q1 2020 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.80% | 1.42% | 1.69% | Q1 2020 | Q3 2023 | 15 |
Gibraltar Capital Management, Inc. | 15 | 15 | 0.10% | 0.18% | 0.26% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.05% | 0.20% | 0.39% | Q2 2013 | Q4 2016 | 15 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 15 | 15 | 1.29% | 2.44% | 4.08% | Q1 2020 | Q3 2023 | 15 |
CAMBIAR INVESTORS LLC | 15 | 15 | 1.50% | 2.28% | 2.97% | Q1 2020 | Q3 2023 | 15 |
Pratt Collard Advisory Partners LLC | 15 | 15 | 0.18% | 0.34% | 0.52% | Q4 2017 | Q2 2021 | 15 |
TFO Wealth Partners, LLC | 8 | 7 | 0.00% | 0.11% | 0.43% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.76% | 1.17% | 1.57% | Q1 2020 | Q3 2023 | 15 |
Sciencast Management LP | 6 | 1 | 0.08% | 0.48% | 1.02% | Q4 2016 | Q2 2023 | 15 |
CORNERSTONE ADVISORS INC | 11 | 1 | 0.00% | 2.11% | 3.91% | Q3 2015 | Q4 2021 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.56% | 1.66% | 2.42% | Q4 2019 | Q3 2023 | 15 |
Omega Financial Group, LLC | 14 | 1 | 0.10% | 0.33% | 0.67% | Q3 2019 | Q3 2023 | 15 |
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV | 10 | 5 | 0.06% | 0.12% | 0.19% | Q2 2015 | Q3 2021 | 15 |
Noked Israel Ltd | 12 | 1 | 0.41% | 1.44% | 5.59% | Q2 2019 | Q3 2023 | 15 |
AMICA MUTUAL INSURANCE CO | 15 | 15 | 2.28% | 3.46% | 4.68% | Q1 2020 | Q3 2023 | 15 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.03% | 0.87% | 1.74% | Q1 2020 | Q3 2023 | 15 |
Seascape Capital Management | 14 | 1 | 0.28% | 0.44% | 0.55% | Q4 2019 | Q3 2023 | 15 |
Maven Securities LTD | 12 | 1 | 0.02% | 0.19% | 0.80% | Q3 2018 | Q3 2023 | 15 |
BT Wealth Management LLC | 15 | 15 | 0.20% | 0.34% | 0.63% | Q4 2018 | Q2 2022 | 15 |
Junto Capital Management LP | 3 | 1 | 0.41% | 1.86% | 4.51% | Q2 2016 | Q3 2023 | 15 |
Echo Street Capital Management LLC | 5 | 1 | 0.00% | 0.27% | 0.81% | Q2 2018 | Q3 2023 | 15 |
Aperture Investors, LLC | 15 | 15 | 0.43% | 1.12% | 1.95% | Q1 2020 | Q3 2023 | 15 |
HARVEST CAPITAL MANAGEMENT INC | 15 | 15 | 0.10% | 0.16% | 0.21% | Q4 2015 | Q2 2019 | 15 |
Platform Technology Partners | 10 | 5 | 1.32% | 2.71% | 3.13% | Q4 2019 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 1.65% | 2.54% | 3.86% | Q3 2016 | Q1 2020 | 15 |
Cypress Wealth Advisors LLC | 15 | 15 | 0.38% | 0.80% | 1.34% | Q3 2015 | Q1 2019 | 15 |
Vista Private Wealth Partners. LLC | 14 | 1 | 0.09% | 0.17% | 0.24% | Q3 2019 | Q3 2023 | 15 |
Vantage Financial Partners Ltd., Inc. | 15 | 15 | 0.58% | 1.26% | 1.68% | Q1 2020 | Q3 2023 | 15 |
Amica Retiree Medical Trust | 15 | 15 | 2.70% | 3.69% | 4.73% | Q1 2020 | Q3 2023 | 15 |
Cito Capital Group, LLC | 15 | 15 | 0.22% | 1.17% | 1.63% | Q1 2020 | Q3 2023 | 15 |
FMA ADVISORY INC | 13 | 1 | 0.01% | 0.37% | 0.72% | Q2 2015 | Q3 2021 | 15 |
OFI Advisors LLC | 11 | 4 | 0.27% | 0.39% | 0.52% | Q3 2011 | Q3 2015 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.33% | 0.44% | 0.72% | Q4 2019 | Q3 2023 | 15 |
Capco Asset Management, LLC | 15 | 15 | 2.37% | 3.77% | 4.84% | Q1 2020 | Q3 2023 | 15 |
Alhambra Investment Management LLC | 15 | 15 | 0.31% | 0.59% | 0.91% | Q1 2020 | Q3 2023 | 15 |
Nichols Asset Management LLC | 15 | 15 | 0.07% | 0.25% | 0.94% | Q2 2013 | Q4 2016 | 15 |
Hutchin Hill Capital, LP | 7 | 2 | 0.01% | 0.15% | 0.62% | Q4 2013 | Q4 2017 | 15 |
Empowered Funds, LLC | 13 | 2 | 0.06% | 0.41% | 0.80% | Q3 2018 | Q3 2023 | 15 |
GLENVIEW STATE BANK TRUST DEPT. | 15 | 15 | 0.12% | 0.34% | 0.60% | Q4 2017 | Q2 2021 | 15 |
Partner Investment Management, L.P. | 8 | 3 | 1.08% | 1.89% | 4.78% | Q2 2013 | Q1 2019 | 15 |
GSB Wealth Management, LLC | 14 | 1 | 0.25% | 0.74% | 2.92% | Q3 2018 | Q3 2023 | 15 |
EWG Elevate Inc. | 15 | 15 | 0.30% | 1.44% | 3.61% | Q1 2020 | Q3 2023 | 15 |
Matthew 25 Management Corp | 15 | 15 | 2.28% | 3.87% | 5.69% | Q1 2020 | Q3 2023 | 15 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 15 | 15 | 1.79% | 2.74% | 3.46% | Q1 2020 | Q3 2023 | 15 |
IFG Advisors, LLC | 15 | 15 | 0.24% | 0.42% | 0.76% | Q1 2020 | Q3 2023 | 15 |
TRUST CO OF OKLAHOMA | 13 | 2 | 0.10% | 0.65% | 1.14% | Q4 2019 | Q3 2023 | 15 |
Cardan Capital Partners, LLC | 15 | 15 | 0.12% | 0.23% | 0.36% | Q1 2018 | Q3 2021 | 15 |
Clal Insurance Enterprises Holdings Ltd | 15 | 15 | 1.27% | 2.24% | 3.19% | Q1 2020 | Q3 2023 | 15 |
NKCFO LLC | 15 | 15 | 4.25% | 5.92% | 9.28% | Q1 2020 | Q3 2023 | 15 |
SCS Capital Management LLC | 15 | 15 | 0.23% | 0.56% | 0.92% | Q1 2020 | Q3 2023 | 15 |
HBW ADVISORY SERVICES LLC | 14 | 1 | 0.32% | 0.79% | 1.37% | Q4 2019 | Q3 2023 | 15 |
Catamount Wealth Management | 12 | 3 | 0.00% | 5.18% | 8.43% | Q2 2015 | Q1 2019 | 15 |
AUGUSTINE ASSET MANAGEMENT INC | 14 | 1 | 0.12% | 0.19% | 0.31% | Q1 2019 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.76% | 2.93% | 4.17% | Q1 2020 | Q3 2023 | 15 |
AAF Wealth Management, LLC | 7 | 1 | 0.04% | 0.18% | 0.31% | Q3 2021 | Q3 2023 | 15 |
KCL Capital, L.P. | 6 | 1 | 0.97% | 4.36% | 7.89% | Q4 2018 | Q2 2023 | 15 |
Conatus Capital Management LP | 7 | 3 | 0.76% | 3.29% | 5.62% | Q2 2013 | Q4 2017 | 15 |
Provident Wealth Management, LLC | 12 | 3 | 0.12% | 0.46% | 0.99% | Q4 2019 | Q3 2023 | 15 |
Jackson Square Partners, LLC | 15 | 15 | 0.64% | 2.01% | 3.90% | Q1 2020 | Q3 2023 | 15 |
SPHERA FUNDS MANAGEMENT LTD. | 12 | 3 | 0.04% | 1.09% | 2.53% | Q1 2019 | Q3 2023 | 15 |
One Day In July LLC | 15 | 15 | 0.12% | 0.22% | 0.30% | Q1 2020 | Q3 2023 | 15 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 11 | 1 | 0.08% | 0.13% | 0.19% | Q3 2018 | Q3 2023 | 15 |
PFS INVESTMENTS INC. | 15 | 15 | 0.01% | 0.18% | 0.42% | Q4 2019 | Q2 2023 | 15 |
Phoenix Holdings Ltd. | 10 | 1 | 0.08% | 1.19% | 4.00% | Q3 2019 | Q3 2023 | 15 |
Platte River Wealth Advisors, LLC | 14 | 1 | 0.24% | 1.58% | 2.57% | Q4 2019 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 1.28% | 2.83% | 3.72% | Q1 2020 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.16% | 0.36% | 0.54% | Q2 2014 | Q4 2017 | 15 |
J Arnold Wealth Management Co | 14 | 1 | 4.62% | 17.66% | 38.31% | Q4 2019 | Q3 2023 | 15 |
CAMG Solamere Management, LLC | 8 | 7 | 0.11% | 0.40% | 2.72% | Q4 2016 | Q3 2021 | 15 |
Delphi Private Advisors LLC | 15 | 15 | 0.01% | 0.04% | 0.12% | Q4 2015 | Q2 2019 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.58% | 1.25% | 1.70% | Q1 2020 | Q3 2023 | 15 |
Alpha Wave Global, LP | 12 | 3 | 2.21% | 4.32% | 6.49% | Q4 2015 | Q3 2020 | 15 |
Wealth Advisors of Iowa, LLC | 15 | 15 | 0.35% | 0.54% | 0.92% | Q1 2020 | Q3 2023 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 0.06% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Aubrey Capital Management Ltd | 15 | 15 | 1.73% | 2.37% | 3.37% | Q4 2017 | Q2 2021 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 15 | 15 | 0.26% | 0.50% | 0.93% | Q1 2017 | Q3 2020 | 15 |
S.A. Mason LLC | 12 | 3 | 0.17% | 0.25% | 0.31% | Q4 2019 | Q3 2023 | 15 |
JACOBS & CO/CA | 15 | 15 | 1.75% | 2.84% | 3.76% | Q1 2020 | Q3 2023 | 15 |
STEWART & PATTEN CO LLC | 14 | 1 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 15 |
MONTAG & CALDWELL, LLC | 15 | 15 | 1.74% | 3.75% | 5.03% | Q1 2020 | Q3 2023 | 15 |
COOPERMAN LEON G | 13 | 2 | 0.60% | 1.79% | 3.63% | Q1 2019 | Q4 2022 | 15 |
Athanor Capital, LP | 15 | 15 | 1.22% | 2.96% | 4.54% | Q1 2018 | Q3 2021 | 15 |
MANNING & NAPIER ADVISORS LLC | 8 | 7 | 0.24% | 1.20% | 2.66% | Q2 2013 | Q3 2017 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.31% | 0.50% | 0.84% | Q2 2013 | Q4 2016 | 15 |
PROFESSIONAL ADVISORY SERVICES INC | 15 | 15 | 1.55% | 3.06% | 4.08% | Q1 2020 | Q3 2023 | 15 |
OKABENA INVESTMENT SERVICES INC | 10 | 5 | 0.53% | 1.38% | 2.88% | Q4 2019 | Q3 2023 | 15 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 15 | 15 | 0.48% | 1.10% | 1.41% | Q1 2020 | Q3 2023 | 15 |
ARGENT CAPITAL MANAGEMENT LLC | 15 | 15 | 0.04% | 1.88% | 5.00% | Q1 2020 | Q3 2023 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 4.31% | 7.07% | 10.25% | Q4 2019 | Q3 2023 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.79% | 1.58% | 2.23% | Q4 2019 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 1.65% | 2.54% | 3.92% | Q1 2020 | Q3 2023 | 15 |
Cunning Capital Partners, LP | 15 | 15 | 0.86% | 3.48% | 7.01% | Q1 2020 | Q3 2023 | 15 |
NORTHSTAR WEALTH PARTNERS LLC | 15 | 15 | 0.63% | 1.60% | 2.58% | Q1 2017 | Q3 2020 | 15 |
ARBOR TRUST WEALTH ADVISORS, LLC | 14 | 1 | 0.18% | 0.36% | 0.54% | Q4 2019 | Q3 2023 | 15 |
Stone Ridge Asset Management LLC | 11 | 2 | 0.22% | 3.40% | 16.57% | Q1 2015 | Q2 2020 | 15 |
AMI ASSET MANAGEMENT CORP | 15 | 15 | 2.06% | 2.96% | 3.47% | Q1 2020 | Q3 2023 | 15 |
FIDUCIARY TRUST INTERNATIONAL LLC | 13 | 1 | 0.07% | 0.18% | 0.44% | Q1 2014 | Q2 2020 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 2 | 0.90% | 1.40% | 2.43% | Q4 2019 | Q3 2023 | 15 |
Heard Capital LLC | 15 | 15 | 0.05% | 0.10% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Silicon Hills Wealth Management, LLC | 15 | 15 | 0.79% | 1.65% | 2.16% | Q4 2019 | Q2 2023 | 15 |
Varma Mutual Pension Insurance Co | 15 | 15 | 0.12% | 0.86% | 2.47% | Q1 2020 | Q3 2023 | 15 |
Calixto Global Investors, LP | 11 | 1 | 3.92% | 9.33% | 15.43% | Q4 2018 | Q3 2023 | 15 |
DAGCO, INC. | 15 | 15 | 0.14% | 0.34% | 0.59% | Q1 2020 | Q3 2023 | 15 |
OXFORD FINANCIAL GROUP, LTD. LLC | 15 | 15 | 0.16% | 0.30% | 0.40% | Q1 2020 | Q3 2023 | 15 |
Greenline Partners, LLC | 15 | 15 | 0.38% | 1.34% | 2.12% | Q1 2020 | Q3 2023 | 15 |
EMINENCE CAPITAL, LP | 15 | 15 | 0.16% | 1.60% | 3.02% | Q1 2020 | Q3 2023 | 15 |
First Capital Advisors Group, LLC. | 9 | 5 | 0.49% | 0.62% | 1.12% | Q4 2016 | Q2 2023 | 14 |
BANK OF STOCKTON | 14 | 14 | 0.40% | 0.96% | 1.56% | Q2 2020 | Q3 2023 | 14 |
CROFT-LEOMINSTER INC | 14 | 14 | 0.68% | 2.18% | 3.27% | Q3 2014 | Q4 2017 | 14 |
FFT WEALTH MANAGEMENT LLC | 8 | 1 | 0.00% | 0.21% | 0.47% | Q4 2019 | Q3 2023 | 14 |
McGuire Investment Group, LLC | 14 | 14 | 0.10% | 0.38% | 0.70% | Q2 2020 | Q3 2023 | 14 |
HT Partners LLC | 14 | 14 | 0.11% | 0.20% | 0.26% | Q2 2020 | Q3 2023 | 14 |
FOURPOINTS Investment Managers, S.A.S. | 14 | 14 | 0.14% | 0.32% | 0.70% | Q2 2013 | Q3 2016 | 14 |
CUMBERLAND ADVISORS INC | 12 | 2 | 0.30% | 0.43% | 0.64% | Q1 2020 | Q3 2023 | 14 |
BOSTON RESEARCH & MANAGEMENT INC | 14 | 14 | 0.22% | 0.86% | 1.29% | Q2 2020 | Q3 2023 | 14 |
Eastover Investment Advisors LLC | 14 | 14 | 0.27% | 2.03% | 4.17% | Q2 2020 | Q3 2023 | 14 |
Trexquant Investment LP | 5 | 1 | 0.04% | 0.38% | 0.74% | Q2 2015 | Q3 2023 | 14 |
Stokes & Hubbell Capital Management, LLC | 14 | 14 | 0.10% | 0.23% | 0.36% | Q4 2015 | Q1 2019 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.22% | 0.35% | 0.88% | Q2 2013 | Q3 2016 | 14 |
First Dallas Securities Inc. | 13 | 1 | 0.23% | 0.52% | 0.88% | Q1 2020 | Q3 2023 | 14 |
IBEX WEALTH ADVISORS | 8 | 1 | 0.05% | 0.78% | 1.62% | Q4 2016 | Q3 2023 | 14 |
Sovarnum Capital L.P. | 8 | 4 | 0.47% | 1.74% | 3.52% | Q4 2017 | Q3 2021 | 14 |
CLIENT 1ST ADVISORY GROUP, LLC | 14 | 14 | 0.13% | 0.20% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Unigestion Holding SA | 13 | 1 | 0.01% | 0.54% | 2.09% | Q3 2018 | Q3 2023 | 14 |
Charles Schwab Investment Advisory, Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
Grant Street Asset Management, Inc. | 14 | 14 | 0.13% | 0.22% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Portfolio Solutions, LLC | 10 | 1 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q3 2022 | 14 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 9 | 5 | 0.18% | 0.34% | 0.56% | Q4 2016 | Q3 2021 | 14 |
Community Capital Management, LLC | 14 | 14 | 1.70% | 3.65% | 6.16% | Q4 2018 | Q1 2022 | 14 |
Tuttle Capital Management, LLC | 5 | 2 | 0.27% | 1.28% | 3.59% | Q3 2016 | Q1 2021 | 14 |
Martin Investment Management, LLC | 14 | 14 | 0.10% | 0.15% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Verity & Verity, LLC | 10 | 2 | 0.03% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 14 |
Illinois Municipal Retirement Fund | 14 | 14 | 0.64% | 1.62% | 2.68% | Q2 2020 | Q3 2023 | 14 |
WINDACRE PARTNERSHIP LLC | 14 | 14 | 6.03% | 14.00% | 20.60% | Q2 2020 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.17% | 0.53% | 1.01% | Q2 2013 | Q3 2016 | 14 |
Smart Money Group LLC | 14 | 14 | 0.13% | 0.20% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Hendershot Investments Inc. | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.38% | 1.47% | 3.29% | Q4 2018 | Q1 2022 | 14 |
Ullmann Wealth Partners Group, LLC | 13 | 1 | 0.05% | 0.23% | 0.55% | Q2 2017 | Q3 2023 | 14 |
Quaker Wealth Management, LLC | 8 | 6 | 0.16% | 0.79% | 1.76% | Q4 2019 | Q3 2023 | 14 |
Eidelman Virant Capital | 14 | 14 | 3.46% | 5.52% | 8.13% | Q2 2019 | Q3 2022 | 14 |
OSTERWEIS CAPITAL MANAGEMENT INC | 14 | 14 | 0.02% | 1.82% | 3.00% | Q2 2020 | Q3 2023 | 14 |
KCS Wealth Advisory | 13 | 1 | 0.07% | 0.45% | 0.97% | Q3 2019 | Q3 2023 | 14 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 14 | 14 | 0.06% | 0.18% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Gerstein Fisher | 14 | 14 | 0.12% | 0.37% | 0.67% | Q2 2013 | Q3 2016 | 14 |
Resource Planning Group | 14 | 14 | 0.19% | 0.24% | 0.30% | Q2 2020 | Q3 2023 | 14 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 7 | 2.14% | 3.77% | 5.13% | Q1 2020 | Q3 2023 | 14 |
TOBAM | 7 | 1 | 0.06% | 0.17% | 0.73% | Q1 2015 | Q1 2022 | 14 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 14 | 14 | 1.22% | 2.16% | 3.33% | Q2 2020 | Q3 2023 | 14 |
Visionary Wealth Advisors | 8 | 3 | 0.31% | 0.49% | 0.68% | Q4 2019 | Q3 2023 | 14 |
DEERE & CO | 14 | 14 | 0.45% | 0.75% | 1.48% | Q2 2013 | Q3 2016 | 14 |
Laffer Tengler Investments, Inc. | 14 | 14 | 0.27% | 0.71% | 1.01% | Q2 2020 | Q3 2023 | 14 |
Santori & Peters, Inc. | 10 | 1 | 0.11% | 0.19% | 0.24% | Q4 2017 | Q3 2023 | 14 |
Georgetown University | 8 | 6 | 1.88% | 4.82% | 12.32% | Q3 2019 | Q3 2023 | 14 |
Hillman Capital Management, Inc. | 11 | 3 | 1.98% | 3.46% | 5.36% | Q4 2019 | Q3 2023 | 14 |
Legg Mason Asset Management (Japan) Co., Ltd. | 9 | 5 | 0.40% | 1.57% | 2.28% | Q2 2018 | Q4 2021 | 14 |
Dynamic Technology Lab Private Ltd | 6 | 1 | 0.03% | 0.13% | 0.54% | Q3 2017 | Q3 2023 | 14 |
Front Street Capital Management, Inc. | 14 | 14 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Orion Capital Management LLC | 12 | 12 | 0.01% | 2.85% | 4.37% | Q4 2020 | Q3 2023 | 14 |
Wealth Quarterback LLC | 6 | 1 | 0.62% | 1.34% | 3.00% | Q1 1987 | Q3 2023 | 14 |
Vontobel Holding Ltd. | 12 | 12 | 0.02% | 1.18% | 1.83% | Q4 2020 | Q3 2023 | 14 |
OBERWEIS ASSET MANAGEMENT INC/ | 10 | 1 | 0.02% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 14 |
C-J Advisory, Inc. | 14 | 14 | 0.41% | 1.28% | 2.84% | Q3 2016 | Q4 2019 | 14 |
Single Point Partners, LLC | 7 | 1 | 0.12% | 0.23% | 0.33% | Q4 2019 | Q3 2023 | 14 |
Bernicke Wealth Management, Ltd. | 14 | 14 | 0.22% | 0.57% | 0.83% | Q1 2017 | Q2 2020 | 14 |
FSA Wealth Management LLC | 10 | 1 | 0.12% | 0.16% | 0.21% | Q4 2019 | Q3 2023 | 14 |
Kathmere Capital Management, LLC | 14 | 14 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
MYDA Advisors LLC | 4 | 1 | 0.20% | 1.73% | 5.84% | Q4 2017 | Q3 2023 | 14 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 10 | 1 | 0.04% | 0.08% | 0.14% | Q3 2018 | Q3 2023 | 14 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 7 | 7 | 0.16% | 0.35% | 0.56% | Q2 2018 | Q4 2021 | 14 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 13 | 1 | 0.77% | 1.91% | 2.70% | Q2 2016 | Q4 2019 | 14 |
Arkos Global Advisors | 14 | 14 | 0.09% | 0.16% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Ilmarinen Mutual Pension Insurance Co | 10 | 1 | 0.04% | 0.30% | 1.33% | Q3 2019 | Q3 2023 | 14 |
Trybe Capital Management LP | 12 | 12 | 6.03% | 8.38% | 10.30% | Q4 2020 | Q3 2023 | 14 |
PDT Partners, LLC | 4 | 1 | 0.03% | 0.59% | 1.73% | Q2 2013 | Q3 2023 | 14 |
Whitnell & Co. | 13 | 1 | 0.00% | 0.23% | 0.96% | Q2 2016 | Q4 2019 | 14 |
Kohmann Bosshard Financial Services, LLC | 14 | 14 | 0.14% | 0.23% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Brendel Financial Advisors LLC | 11 | 1 | 0.17% | 1.61% | 2.46% | Q4 2018 | Q1 2023 | 14 |
PAYDEN & RYGEL | 14 | 14 | 0.05% | 0.07% | 0.20% | Q1 2020 | Q2 2023 | 14 |
Cupps Capital Management, LLC | 14 | 14 | 0.19% | 0.92% | 2.19% | Q2 2013 | Q3 2016 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.51% | 0.80% | 1.47% | Q2 2013 | Q3 2016 | 14 |
ERTS Wealth Advisors, LLC | 10 | 2 | 0.01% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 14 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 11 | 3 | 0.06% | 0.16% | 0.35% | Q1 2020 | Q3 2023 | 14 |
Advisor OS, LLC | 14 | 14 | 0.39% | 0.60% | 0.73% | Q2 2020 | Q3 2023 | 14 |
RENAISSANCE GROUP LLC | 14 | 14 | 0.43% | 0.81% | 1.47% | Q2 2020 | Q3 2023 | 14 |
Covington Investment Advisors Inc. | 14 | 14 | 1.62% | 2.87% | 3.64% | Q2 2020 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.42% | 2.13% | 5.20% | Q2 2020 | Q3 2023 | 14 |
Redwood Investment Management, LLC | 14 | 14 | 0.18% | 0.42% | 0.97% | Q2 2020 | Q3 2023 | 14 |
Dorsey Wright & Associates | 7 | 1 | 0.20% | 0.97% | 2.04% | Q3 2015 | Q4 2020 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.61% | 0.80% | 1.42% | Q2 2020 | Q3 2023 | 14 |
AMS Capital Ltda | 11 | 1 | 1.88% | 5.91% | 17.36% | Q4 2017 | Q3 2023 | 14 |
Granger Management LLC | 12 | 12 | 3.61% | 4.75% | 6.10% | Q4 2020 | Q3 2023 | 14 |
Westhampton Capital, LLC | 14 | 14 | 0.23% | 0.41% | 0.56% | Q2 2020 | Q3 2023 | 14 |
Carl P. Sherr & Co., LLC | 8 | 6 | 0.36% | 0.47% | 0.58% | Q1 2020 | Q3 2023 | 14 |
Sunflower Bank, N.A. | 14 | 14 | 0.18% | 0.30% | 0.63% | Q2 2020 | Q3 2023 | 14 |
Opes Wealth Management LLC | 14 | 14 | 0.14% | 0.23% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Lion Street Advisors, LLC | 10 | 4 | 0.09% | 2.13% | 8.12% | Q1 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 2.70% | 4.35% | 5.86% | Q2 2020 | Q3 2023 | 14 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 4 | 0.55% | 0.94% | 1.21% | Q1 2020 | Q3 2023 | 14 |
Saber Capital Managment, LLC | 8 | 8 | 2.85% | 10.97% | 19.54% | Q4 2021 | Q3 2023 | 14 |
Personal Wealth Partners | 14 | 14 | 0.11% | 0.17% | 0.23% | Q4 2018 | Q1 2022 | 14 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 14 | 14 | 0.18% | 0.85% | 1.69% | Q2 2020 | Q3 2023 | 14 |
WFA of San Diego, LLC | 14 | 14 | 0.48% | 0.86% | 1.35% | Q2 2020 | Q3 2023 | 14 |
PARTHENON LLC | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Calvert Investment Management, Inc. | 14 | 14 | 0.08% | 0.39% | 0.75% | Q3 2013 | Q4 2016 | 14 |
BKS ADVISORS, LLC | 14 | 14 | 0.18% | 0.86% | 2.63% | Q4 2015 | Q1 2019 | 14 |
CenturyLink Investment Management Co | 14 | 14 | 1.78% | 2.51% | 3.19% | Q4 2016 | Q1 2020 | 14 |
Savior LLC | 14 | 14 | 0.00% | 0.23% | 0.59% | Q4 2019 | Q1 2023 | 14 |
Select Equity Group, L.P. | 9 | 1 | 0.00% | 0.11% | 0.52% | Q2 2016 | Q4 2022 | 14 |
Firefly Value Partners, LP | 14 | 14 | 3.27% | 7.32% | 13.68% | Q4 2015 | Q1 2019 | 14 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 14 | 14 | 1.40% | 3.89% | 6.44% | Q2 2013 | Q3 2016 | 14 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 6 | 1 | 0.23% | 0.36% | 0.50% | Q1 2019 | Q3 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 0.51% | 0.73% | 1.43% | Q3 2020 | Q4 2023 | 14 |
Blue Ridge Capital, L.L.C. | 8 | 6 | 1.00% | 2.79% | 4.17% | Q2 2013 | Q4 2017 | 14 |
VERITY Wealth Advisors | 11 | 3 | 0.20% | 0.25% | 0.29% | Q2 2020 | Q4 2023 | 14 |
Genesee Capital Advisors, LLC | 9 | 5 | 0.51% | 1.25% | 2.04% | Q1 2020 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.22% | 0.27% | 0.36% | Q4 2018 | Q1 2022 | 14 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 6 | 1 | 0.07% | 0.59% | 1.35% | Q4 2015 | Q3 2023 | 14 |
CAZ INVESTMENTS LP | 14 | 14 | 0.33% | 0.99% | 2.84% | Q2 2020 | Q3 2023 | 14 |
Yellowstone Partners, LLC | 12 | 2 | 0.13% | 0.26% | 0.62% | Q4 2013 | Q4 2017 | 14 |
Rampart Investment Management Company, LLC | 11 | 3 | 0.01% | 2.07% | 3.69% | Q1 2017 | Q3 2020 | 14 |
Cinctive Capital Management LP | 8 | 1 | 0.06% | 0.46% | 1.04% | Q4 2019 | Q3 2023 | 14 |
Financial Advisors Network, Inc. | 11 | 1 | 0.00% | 0.13% | 0.21% | Q4 2016 | Q3 2023 | 14 |
Kavar Capital Partners, LLC | 11 | 3 | 0.03% | 0.31% | 0.87% | Q2 2015 | Q3 2020 | 14 |
Enterprise Trust & Investment Co | 13 | 13 | 0.02% | 0.42% | 0.91% | Q2 2019 | Q2 2022 | 13 |
HC FINANCIAL ADVISORS INC | 12 | 1 | 0.38% | 1.63% | 2.04% | Q1 2018 | Q2 2022 | 13 |
BRANDYWINE MANAGERS, LLC | 13 | 13 | 0.07% | 0.36% | 0.60% | Q4 2016 | Q4 2019 | 13 |
Codex Capital, L.L.C. | 13 | 13 | 3.87% | 4.97% | 5.74% | Q3 2020 | Q3 2023 | 13 |
One Charles Private Wealth Services, LLC | 12 | 1 | 0.56% | 0.98% | 2.78% | Q2 2020 | Q3 2023 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.18% | 0.26% | 0.34% | Q3 2020 | Q3 2023 | 13 |
Samsung Asset Management (New York), Inc. | 13 | 13 | 0.48% | 1.25% | 1.78% | Q3 2013 | Q3 2016 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.11% | 0.15% | 0.27% | Q2 2013 | Q2 2016 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 1.27% | 2.04% | 2.55% | Q3 2020 | Q3 2023 | 13 |
Hapanowicz & Associates Financial Services, Inc | 13 | 13 | 0.15% | 0.20% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Abundance Wealth Counselors | 6 | 1 | 0.08% | 0.56% | 0.93% | Q1 2020 | Q3 2023 | 13 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.33% | 0.45% | 0.56% | Q1 2019 | Q3 2023 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.46% | 0.99% | 2.25% | Q2 2013 | Q2 2016 | 13 |
Kamunting Street Capital Management, L.P. | 4 | 1 | 1.14% | 6.80% | 17.31% | Q4 2016 | Q3 2023 | 13 |
55I, LLC | 11 | 2 | 0.10% | 0.14% | 0.39% | Q2 2019 | Q3 2022 | 13 |
Te Ahumairangi Investment Management Ltd | 13 | 13 | 0.45% | 0.87% | 1.16% | Q3 2020 | Q3 2023 | 13 |
BlueDrive Global Investors LLP | 10 | 3 | 6.06% | 11.71% | 19.34% | Q4 2019 | Q3 2023 | 13 |
Longitude (Cayman) Ltd. | 12 | 12 | 0.64% | 1.89% | 3.10% | Q4 2020 | Q3 2023 | 13 |
RIVERSEDGE ADVISORS, LLC | 10 | 3 | 0.06% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 13 |
AM INVESTMENT STRATEGIES LLC | 13 | 13 | 8.58% | 11.84% | 15.08% | Q3 2020 | Q3 2023 | 13 |
Capital Markets Trading UK LLP | 4 | 1 | 0.01% | 0.10% | 0.38% | Q1 2019 | Q3 2023 | 13 |
Cognios Capital, LLC | 13 | 13 | 0.10% | 1.04% | 1.87% | Q1 2017 | Q1 2020 | 13 |
Caption Management, LLC | 6 | 2 | 0.00% | 0.46% | 3.03% | Q1 2020 | Q1 2023 | 13 |
HORIZON FINANCIAL SERVICES, LLC | 13 | 13 | 0.33% | 0.49% | 0.68% | Q3 2020 | Q3 2023 | 13 |
McLean Asset Management Corp | 13 | 13 | 0.30% | 0.74% | 1.47% | Q4 2020 | Q4 2023 | 13 |
Tuscan Ridge Asset Management LLC | 5 | 5 | 0.07% | 0.66% | 1.32% | Q4 2018 | Q4 2019 | 13 |
Petrus Trust Company, LTA | 9 | 1 | 0.02% | 2.16% | 4.08% | Q2 2018 | Q3 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 2.48% | 3.66% | 4.66% | Q3 2020 | Q3 2023 | 13 |
Anson Funds Management LP | 5 | 1 | 0.08% | 6.74% | 24.02% | Q4 2015 | Q4 2022 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.07% | 0.14% | 0.26% | Q2 2013 | Q2 2016 | 13 |
Prostatis Group LLC | 13 | 13 | 0.30% | 0.75% | 1.79% | Q2 2020 | Q2 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 1.50% | 2.72% | 4.03% | Q3 2020 | Q3 2023 | 13 |
CLEAR STREET LLC | 5 | 1 | 0.55% | 2.10% | 13.76% | Q4 2021 | Q3 2023 | 13 |
Signet Investment Advisory Group, Inc. | 12 | 1 | 0.04% | 1.02% | 1.44% | Q4 2018 | Q3 2023 | 13 |
Raub Brock Capital Management LP | 10 | 3 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Marotta Asset Management | 10 | 3 | 0.06% | 0.18% | 0.34% | Q3 2020 | Q4 2023 | 13 |
Perseverance Asset Management International | 13 | 13 | 0.08% | 1.03% | 7.16% | Q1 2020 | Q1 2023 | 13 |
BNC WEALTH MANAGEMENT, LLC | 13 | 13 | 3.29% | 5.11% | 6.59% | Q3 2020 | Q3 2023 | 13 |
Hollow Brook Wealth Management LLC | 13 | 13 | 0.13% | 0.56% | 1.10% | Q3 2020 | Q3 2023 | 13 |
Journey Advisory Group, LLC | 12 | 12 | 0.11% | 0.71% | 1.21% | Q4 2020 | Q3 2023 | 13 |
FORESTERS ASSET MANAGEMENT INC. | 13 | 13 | 0.21% | 0.80% | 1.44% | Q2 2016 | Q2 2019 | 13 |
Wealth Advisory Solutions, LLC | 6 | 2 | 0.28% | 0.92% | 1.76% | Q4 2019 | Q2 2023 | 13 |
Hoffman, Alan N Investment Management | 13 | 13 | 17.75% | 23.48% | 28.90% | Q4 2020 | Q4 2023 | 13 |
Ibex Investors LLC | 6 | 1 | 0.01% | 0.70% | 3.89% | Q4 2017 | Q4 2022 | 13 |
Alphinity Investment Management Pty Ltd | 8 | 5 | 0.89% | 3.98% | 5.02% | Q3 2018 | Q1 2022 | 13 |
Daiwa SB Investments Ltd. | 13 | 13 | 0.38% | 0.46% | 0.55% | Q1 2016 | Q1 2019 | 13 |
Altus Wealth Management, LLC | 10 | 3 | 0.15% | 0.23% | 0.41% | Q2 2020 | Q3 2023 | 13 |
JGP Global Gestao de Recursos Ltda. | 6 | 3 | 0.16% | 0.48% | 1.30% | Q4 2019 | Q2 2023 | 13 |
ANTIPODES PARTNERS Ltd | 11 | 2 | 2.10% | 3.87% | 4.92% | Q1 2020 | Q3 2023 | 13 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 10 | 3 | 0.80% | 6.11% | 19.15% | Q3 2018 | Q2 2022 | 13 |
SAYBROOK CAPITAL /NC | 13 | 13 | 0.73% | 1.15% | 1.42% | Q1 2020 | Q1 2023 | 13 |
NOTTINGHAM ADVISORS, INC. | 13 | 13 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 13 |
Atreides Management, LP | 9 | 2 | 1.41% | 5.17% | 11.66% | Q1 2020 | Q2 2023 | 13 |
Powell Investment Advisors, LLC | 13 | 13 | 0.14% | 0.87% | 2.39% | Q3 2020 | Q3 2023 | 13 |
Truehand, Inc | 13 | 13 | 8.21% | 10.64% | 13.66% | Q4 2018 | Q4 2021 | 13 |
Garrett Wealth Advisory Group, LLC | 12 | 1 | 0.13% | 0.17% | 0.28% | Q2 2019 | Q2 2023 | 13 |
Wealth Management Partners, LLC | 12 | 12 | 0.00% | 1.76% | 2.33% | Q4 2020 | Q3 2023 | 13 |
Townsend & Associates, Inc | 13 | 13 | 0.10% | 0.17% | 0.27% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.10% | 0.22% | 0.33% | Q3 2020 | Q3 2023 | 13 |
MIRABELLA FINANCIAL SERVICES LLP | 4 | 2 | 0.03% | 0.43% | 1.36% | Q4 2019 | Q3 2023 | 13 |
Game Plan Financial Advisors, LLC | 13 | 13 | 2.01% | 3.83% | 6.80% | Q4 2019 | Q4 2022 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 1.84% | 3.84% | 7.24% | Q3 2020 | Q3 2023 | 13 |
OLD DOMINION CAPITAL MANAGEMENT INC | 13 | 13 | 0.87% | 1.47% | 1.92% | Q3 2018 | Q3 2021 | 13 |
Lloyd Advisory Services, LLC. | 12 | 1 | 0.04% | 0.35% | 3.30% | Q4 2019 | Q3 2023 | 13 |
Strategic Vision Investment Ltd | 6 | 1 | 0.11% | 4.74% | 23.22% | Q1 2018 | Q4 2021 | 13 |
Insight Wealth Partners, LLC | 13 | 13 | 0.08% | 0.18% | 0.32% | Q3 2020 | Q3 2023 | 13 |
Claret Asset Management Corp | 13 | 13 | 0.08% | 0.11% | 0.14% | Q3 2018 | Q3 2021 | 13 |
DAVIDSON & GARRARD INC | 12 | 1 | 0.05% | 0.58% | 1.31% | Q4 2013 | Q3 2017 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.91% | 1.47% | 2.03% | Q3 2020 | Q3 2023 | 13 |
CHIRON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.24% | 0.83% | 1.29% | Q3 2020 | Q3 2023 | 13 |
R. W. Roge & Company, Inc. | 10 | 3 | 0.16% | 0.22% | 0.33% | Q2 2020 | Q3 2023 | 13 |
TL Private Wealth | 9 | 4 | 0.14% | 0.18% | 0.22% | Q1 2020 | Q3 2023 | 13 |
Noked Capital LTD | 12 | 1 | 0.41% | 1.00% | 2.33% | Q2 2019 | Q3 2022 | 13 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.00% | 1.38% | 2.12% | Q4 2018 | Q3 2021 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.04% | 0.10% | 0.23% | Q2 2013 | Q2 2016 | 13 |
NorthCoast Asset Management LLC | 7 | 1 | 0.06% | 1.39% | 2.94% | Q1 2014 | Q3 2021 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 1.14% | 2.11% | 3.47% | Q3 2020 | Q3 2023 | 13 |
U S GLOBAL INVESTORS INC | 8 | 1 | 0.02% | 0.11% | 0.49% | Q2 2013 | Q1 2023 | 13 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 13 | 13 | 0.17% | 0.64% | 1.48% | Q1 2020 | Q1 2023 | 13 |
LaFleur & Godfrey LLC | 13 | 13 | 0.18% | 0.44% | 0.68% | Q3 2020 | Q3 2023 | 13 |
A. D. Beadell Investment Counsel, Inc. | 13 | 13 | 0.18% | 1.39% | 2.21% | Q3 2020 | Q3 2023 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 1.02% | 1.89% | 3.20% | Q2 2013 | Q2 2016 | 13 |
Truadvice, LLC | 13 | 13 | 0.29% | 0.50% | 0.80% | Q3 2020 | Q3 2023 | 13 |
Transamerica Financial Advisors, Inc. | 5 | 1 | 0.00% | 0.08% | 0.72% | Q2 2013 | Q2 2021 | 13 |
Members Trust Co | 10 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 13 |
AVIANCE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.06% | 0.21% | Q2 2013 | Q2 2017 | 13 |
KANALY TRUST CO | 13 | 13 | 0.02% | 0.13% | 0.26% | Q4 2013 | Q4 2016 | 13 |
Stearns Financial Services Group | 12 | 1 | 0.05% | 0.14% | 0.25% | Q2 2017 | Q3 2020 | 13 |
Cordatus Wealth Management LLC | 6 | 1 | 0.10% | 1.49% | 2.91% | Q4 2018 | Q2 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.45% | 0.65% | 1.06% | Q3 2020 | Q3 2023 | 13 |
Summit Place Financial Advisors, LLC | 13 | 13 | 1.40% | 1.64% | 1.92% | Q3 2020 | Q3 2023 | 13 |
Pearl River Capital, LLC | 5 | 1 | 0.12% | 0.71% | 1.31% | Q3 2019 | Q3 2023 | 13 |
MANOR ROAD CAPITAL PARTNERS, LLC | 13 | 13 | 6.33% | 15.37% | 20.28% | Q3 2018 | Q3 2021 | 13 |
Spouting Rock Asset Management, LLC | 7 | 6 | 2.75% | 5.16% | 8.16% | Q4 2019 | Q3 2023 | 13 |
CG Asset Management LLC | 13 | 13 | 2.17% | 3.78% | 6.14% | Q4 2013 | Q4 2016 | 13 |
AJO, LP | 13 | 13 | 0.03% | 0.60% | 1.94% | Q4 2017 | Q4 2020 | 13 |
Brookfield Asset Management | 13 | 13 | 0.01% | 0.07% | 0.12% | Q2 2020 | Q2 2023 | 13 |
BLOOM TREE PARTNERS, LLC | 7 | 6 | 2.95% | 5.56% | 8.45% | Q1 2019 | Q3 2022 | 13 |
Milestone Resources Group Ltd | 13 | 13 | 3.93% | 6.05% | 10.26% | Q3 2020 | Q3 2023 | 13 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.28% | 1.28% | Q3 2020 | Q3 2023 | 13 |
Greystone Managed Investments Inc. | 13 | 13 | 0.40% | 0.60% | 0.86% | Q3 2016 | Q3 2019 | 13 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.00% | 1.27% | 2.03% | Q4 2020 | Q3 2023 | 13 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 10 | 3 | 0.18% | 0.24% | 0.35% | Q2 2020 | Q3 2023 | 13 |
ORRSTOWN FINANCIAL SERVICES INC | 9 | 4 | 0.03% | 0.99% | 1.63% | Q3 2017 | Q1 2022 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.18% | 0.37% | 0.57% | Q4 2018 | Q4 2021 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 3.38% | 4.35% | 5.35% | Q3 2020 | Q3 2023 | 13 |
SWARTHMORE GROUP INC | 6 | 3 | 0.06% | 2.37% | 4.53% | Q4 2013 | Q2 2022 | 13 |
DENVER INVESTMENT ADVISORS LLC | 7 | 6 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q1 2018 | 13 |
Syntal Capital Partners, LLC | 7 | 6 | 0.10% | 0.48% | 1.40% | Q4 2017 | Q3 2023 | 13 |
Berkshire Bank | 13 | 13 | 1.09% | 1.63% | 1.89% | Q3 2020 | Q3 2023 | 13 |
Fiduciary Planning LLC | 12 | 1 | 0.13% | 1.54% | 3.52% | Q4 2019 | Q3 2023 | 13 |
Stewart Asset Management, LLC | 13 | 13 | 6.47% | 9.57% | 12.91% | Q4 2019 | Q4 2022 | 13 |
CGN Advisors LLC | 13 | 13 | 0.35% | 0.52% | 0.77% | Q4 2020 | Q4 2023 | 13 |
London & Capital Asset Management Ltd | 7 | 6 | 0.62% | 1.08% | 1.71% | Q4 2018 | Q3 2023 | 13 |
Lokken Investment Group LLC | 12 | 1 | 0.20% | 0.31% | 0.45% | Q1 2012 | Q3 2023 | 13 |
Hamilton Point Investment Advisors, LLC | 10 | 3 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 13 |
Hudson Capital Management LLC | 8 | 1 | 0.08% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 13 |
CCLA Investment Management | 8 | 5 | 1.82% | 3.00% | 4.75% | Q2 2020 | Q3 2023 | 13 |
Bandera Partners LLC | 13 | 13 | 1.19% | 1.94% | 3.08% | Q1 2020 | Q1 2023 | 13 |
BENNETT SELBY INVESTMENTS LP | 13 | 13 | 2.24% | 2.93% | 3.52% | Q4 2020 | Q4 2023 | 13 |
Peninsula Wealth, LLC | 8 | 5 | 0.12% | 0.87% | 1.86% | Q3 2019 | Q3 2023 | 13 |
Golden State Wealth Management, LLC | 13 | 13 | 0.10% | 2.23% | 3.11% | Q1 2019 | Q1 2022 | 13 |
SEAVIEW INVESTMENT MANAGERS LLC | 13 | 13 | 2.32% | 2.93% | 4.14% | Q3 2020 | Q3 2023 | 13 |
Sara-Bay Financial | 10 | 3 | 0.10% | 0.13% | 0.16% | Q2 2020 | Q3 2023 | 13 |
EverPoint Asset Management, LLC | 8 | 1 | 0.07% | 1.16% | 2.76% | Q2 2014 | Q3 2016 | 13 |
Live Oak Private Wealth LLC | 12 | 12 | 0.06% | 0.17% | 0.28% | Q4 2020 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.48% | 0.67% | 0.79% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 1.83% | 2.72% | 3.25% | Q4 2020 | Q3 2023 | 12 |
Global Financial Private Capital, Inc | 10 | 2 | 0.01% | 0.16% | 0.30% | Q2 2017 | Q2 2020 | 12 |
CHILDRESS CAPITAL ADVISORS, LLC | 12 | 12 | 0.41% | 1.21% | 1.72% | Q4 2020 | Q3 2023 | 12 |
Foster Group, Inc. | 12 | 12 | 0.04% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 3.15% | 3.62% | 4.11% | Q4 2020 | Q3 2023 | 12 |
NewFocus Financial Group, LLC | 12 | 12 | 0.16% | 0.24% | 0.37% | Q1 2018 | Q4 2020 | 12 |
GLOBEFLEX CAPITAL L P | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 12 |
11 Capital Partners LP | 12 | 12 | 3.79% | 8.15% | 13.12% | Q4 2020 | Q3 2023 | 12 |
AXS Investments LLC | 11 | 11 | 0.02% | 0.46% | 0.79% | Q1 2021 | Q3 2023 | 12 |
Sandell Asset Management Corp. | 12 | 12 | 0.46% | 2.05% | 8.40% | Q4 2017 | Q3 2020 | 12 |
DELPHI FINANCIAL GROUP, INC. | 12 | 12 | 1.01% | 1.29% | 1.62% | Q4 2020 | Q3 2023 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.26% | 0.43% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Palouse Capital Management, Inc. | 12 | 12 | 0.52% | 0.74% | 0.93% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.65% | 0.86% | 1.41% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 2.04% | 3.33% | 4.74% | Q4 2020 | Q3 2023 | 12 |
Future Financial Wealth Managment LLC | 12 | 12 | 0.44% | 0.72% | 1.36% | Q4 2020 | Q3 2023 | 12 |
Alpha Family Trust | 12 | 12 | 3.62% | 10.64% | 16.75% | Q4 2020 | Q3 2023 | 12 |
Independence Advisors, LLC | 11 | 1 | 0.07% | 0.10% | 0.16% | Q3 2017 | Q3 2020 | 12 |
HUTCHENS INVESTMENT MANAGEMENT INC | 12 | 12 | 0.00% | 2.18% | 3.14% | Q1 2015 | Q4 2017 | 12 |
Constitution Capital LLC | 12 | 12 | 0.42% | 0.75% | 1.10% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 0.38% | 1.05% | 1.58% | Q4 2019 | Q3 2022 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 1.96% | 2.59% | 3.09% | Q4 2020 | Q3 2023 | 12 |
Third Point | 10 | 2 | 0.74% | 4.82% | 9.02% | Q4 2019 | Q3 2023 | 12 |
Summit Wealth Group, LLC | 6 | 1 | 0.12% | 0.55% | 0.89% | Q4 2019 | Q3 2023 | 12 |
Lee Financial Group Hawaii, Inc. | 10 | 1 | 0.21% | 1.27% | 3.16% | Q3 2018 | Q3 2022 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 2.12% | 2.46% | 2.78% | Q4 2020 | Q3 2023 | 12 |
Alliance Wealth Advisors, LLC | 12 | 12 | 0.51% | 0.83% | 1.03% | Q4 2020 | Q3 2023 | 12 |
ESA Global Value Fund | 12 | 12 | 0.00% | 44.95% | 63.20% | Q4 2020 | Q3 2023 | 12 |
4J Wealth Management LLC | 12 | 12 | 1.49% | 1.97% | 2.27% | Q4 2020 | Q3 2023 | 12 |
OUTFITTER FINANCIAL LLC | 12 | 12 | 1.42% | 2.18% | 2.73% | Q4 2020 | Q3 2023 | 12 |
HOLLAND CAPITAL MANAGEMENT LLC | 8 | 1 | 2.62% | 4.10% | 4.81% | Q2 2013 | Q2 2017 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 0.28% | 0.46% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.45% | 0.66% | 0.98% | Q4 2020 | Q3 2023 | 12 |
Palestra Capital Management LLC | 4 | 1 | 0.16% | 3.79% | 6.92% | Q3 2015 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 1.55% | 2.65% | 3.54% | Q4 2020 | Q3 2023 | 12 |
West Family Investments, Inc. | 7 | 2 | 0.11% | 0.85% | 1.26% | Q2 2017 | Q3 2023 | 12 |
WNY Asset Management, LLC | 12 | 12 | 0.67% | 1.04% | 1.32% | Q4 2020 | Q3 2023 | 12 |
Curi Wealth Management, LLC | 12 | 12 | 0.21% | 1.04% | 1.98% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.44% | 1.13% | 2.57% | Q4 2018 | Q3 2021 | 12 |
AlphaCore Capital LLC | 9 | 3 | 0.14% | 0.36% | 0.76% | Q4 2019 | Q3 2023 | 12 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 10 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.23% | 0.43% | 0.72% | Q4 2020 | Q3 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.96% | 1.64% | 2.97% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 1.56% | 2.24% | 2.65% | Q4 2020 | Q3 2023 | 12 |
High Note Wealth, LLC | 12 | 12 | 1.38% | 2.81% | 3.94% | Q4 2020 | Q3 2023 | 12 |
SATOVSKY ASSET MANAGEMENT LLC | 12 | 12 | 0.33% | 0.71% | 1.34% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.32% | 0.78% | 1.50% | Q4 2020 | Q3 2023 | 12 |
Hudson Value Partners, LLC | 12 | 12 | 1.11% | 1.73% | 2.36% | Q4 2020 | Q3 2023 | 12 |
FCA CORP /TX | 3 | 1 | 0.05% | 0.21% | 0.38% | Q2 2014 | Q3 2023 | 12 |
Spotlight Asset Group, Inc. | 8 | 1 | 3.35% | 4.34% | 6.39% | Q4 2019 | Q3 2023 | 12 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 12 | 12 | 0.02% | 0.29% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 0.29% | 0.79% | 1.28% | Q4 2020 | Q3 2023 | 12 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.68% | 0.92% | 1.12% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.09% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Ninepoint Partners LP | 9 | 1 | 0.08% | 0.17% | 0.47% | Q1 2019 | Q3 2023 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Annandale Capital, LLC | 12 | 12 | 0.11% | 0.70% | 1.60% | Q4 2020 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 0.33% | 0.56% | 0.88% | Q4 2020 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.01% | 0.42% | 0.65% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.76% | 1.41% | 2.75% | Q2 2020 | Q1 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.37% | 0.78% | 1.43% | Q4 2020 | Q3 2023 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 0.06% | 0.21% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Northstar Advisory Group, LLC | 12 | 12 | 0.46% | 1.19% | 2.61% | Q4 2020 | Q3 2023 | 12 |
TRAN CAPITAL MANAGEMENT, L.P. | 11 | 1 | 0.01% | 4.62% | 6.05% | Q2 2014 | Q3 2023 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 0.24% | 0.55% | 0.80% | Q4 2020 | Q3 2023 | 12 |
OBERNDORF WILLIAM E | 8 | 4 | 5.34% | 7.15% | 10.11% | Q1 2020 | Q3 2023 | 12 |
Hoese & Co LLP | 12 | 12 | 0.36% | 0.69% | 1.14% | Q1 2021 | Q4 2023 | 12 |
Tower Wealth Partners, Inc. | 12 | 12 | 0.22% | 0.45% | 0.81% | Q4 2020 | Q3 2023 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.86% | 0.99% | 1.42% | Q4 2020 | Q3 2023 | 12 |
CLOVERFIELDS CAPITAL GROUP, LP | 12 | 12 | 0.45% | 1.15% | 2.63% | Q4 2020 | Q3 2023 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.54% | 1.22% | 1.76% | Q4 2020 | Q3 2023 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.07% | 0.12% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Bordeaux Wealth Advisors LLC | 12 | 12 | 0.30% | 0.77% | 1.43% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.40% | 0.59% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.86% | 1.25% | 1.51% | Q4 2020 | Q3 2023 | 12 |
HARBOR ADVISORY CORP /MA/ | 12 | 12 | 1.49% | 2.41% | 3.14% | Q4 2020 | Q3 2023 | 12 |
NinePointTwo Capital LLC | 12 | 12 | 0.33% | 0.50% | 0.77% | Q4 2020 | Q3 2023 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 1.87% | 2.49% | 2.91% | Q4 2020 | Q3 2023 | 12 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.00% | 1.06% | 1.38% | Q1 2021 | Q3 2023 | 12 |
Falcon Wealth Planning | 12 | 12 | 0.18% | 0.29% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Connolly Sarah T. | 12 | 12 | 2.20% | 2.85% | 3.41% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.99% | 1.56% | 2.50% | Q4 2020 | Q3 2023 | 12 |
FWL INVESTMENT MANAGEMENT, LLC | 12 | 12 | 1.30% | 3.99% | 5.83% | Q4 2020 | Q3 2023 | 12 |
Alta Park Capital, LP | 4 | 2 | 1.81% | 4.60% | 13.34% | Q4 2015 | Q3 2023 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 0.13% | 0.21% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.26% | 0.43% | 0.64% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.36% | 0.52% | 0.63% | Q4 2020 | Q3 2023 | 12 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.62% | 3.07% | 8.85% | Q4 2020 | Q3 2023 | 12 |
Jump Financial, LLC | 7 | 5 | 0.02% | 0.35% | 0.62% | Q3 2020 | Q3 2023 | 12 |
DCM Advisors, LLC | 12 | 12 | 0.11% | 1.44% | 3.30% | Q4 2020 | Q3 2023 | 12 |
Axiom Financial Strategies, LLC | 11 | 1 | 0.12% | 0.65% | 0.88% | Q1 2020 | Q1 2023 | 12 |
Round Rock Advisors, LLC | 12 | 12 | 0.23% | 0.46% | 0.67% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.90% | 1.53% | 1.98% | Q4 2020 | Q3 2023 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.16% | 0.35% | 0.50% | Q3 2020 | Q2 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.34% | 0.54% | 0.70% | Q4 2020 | Q3 2023 | 12 |
F/M Investments LLC | 12 | 12 | 3.65% | 5.45% | 7.41% | Q4 2020 | Q3 2023 | 12 |
Brave Warrior Advisors | 9 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 1.31% | 1.74% | 2.04% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.39% | 0.56% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Oak Harvest Investment Services | 12 | 12 | 0.34% | 1.57% | 2.48% | Q4 2020 | Q3 2023 | 12 |
David J Yvars Group | 12 | 12 | 0.34% | 3.46% | 6.95% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.15% | 0.20% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.78% | 1.27% | 2.26% | Q4 2020 | Q3 2023 | 12 |
Prospect Hill Management, LLC | 12 | 12 | 3.86% | 4.91% | 6.21% | Q4 2020 | Q3 2023 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.64% | 1.06% | 1.45% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 1.06% | 1.73% | 2.60% | Q4 2020 | Q3 2023 | 12 |
Hemington Wealth Management | 12 | 12 | 0.51% | 0.77% | 0.95% | Q4 2020 | Q3 2023 | 12 |
LifePro Asset Management | 12 | 12 | 0.19% | 0.37% | 0.82% | Q4 2020 | Q3 2023 | 12 |
Bouvel Investment Partners, LLC | 12 | 12 | 2.11% | 3.12% | 3.91% | Q4 2020 | Q3 2023 | 12 |
Demars Financial Group, LLC | 12 | 12 | 1.64% | 2.32% | 3.24% | Q4 2020 | Q3 2023 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 2.58% | 3.99% | 5.40% | Q4 2020 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.33% | 0.77% | 1.52% | Q4 2020 | Q3 2023 | 12 |
ShoreHaven Wealth Partners, LLC | 12 | 12 | 0.20% | 0.28% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 0.07% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Peak Financial Management, Inc. | 12 | 12 | 0.16% | 0.22% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Echo Wealth Management, LLC | 12 | 12 | 1.00% | 1.64% | 2.21% | Q4 2020 | Q3 2023 | 12 |
Spectrum Planning & Advisory Services Inc. | 12 | 12 | 1.14% | 1.61% | 2.02% | Q4 2020 | Q3 2023 | 12 |
SYM FINANCIAL Corp | 11 | 1 | 0.10% | 0.17% | 0.28% | Q1 2020 | Q3 2023 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 0.22% | 0.44% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Blueshift Asset Management, LLC | 6 | 1 | 0.07% | 0.62% | 1.96% | Q4 2018 | Q2 2023 | 12 |
REYNOLDS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.83% | 2.85% | 8.82% | Q2 2013 | Q1 2016 | 12 |
Century Capital Management, LLC | 12 | 12 | 0.19% | 0.86% | 1.93% | Q3 2014 | Q2 2017 | 12 |
High Pines Wealth Management, LLC | 12 | 12 | 0.47% | 2.03% | 3.76% | Q4 2020 | Q3 2023 | 12 |
Apex Capital Management | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.43% | 0.80% | 1.28% | Q4 2020 | Q3 2023 | 12 |
Alamar Capital Management, LLC | 12 | 12 | 0.22% | 0.49% | 0.83% | Q4 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 0.69% | 1.53% | 1.87% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.15% | 0.42% | 0.88% | Q2 2013 | Q1 2016 | 12 |
Stordahl Capital Management, Inc. | 9 | 3 | 0.07% | 0.11% | 0.17% | Q3 2020 | Q3 2023 | 12 |
Myriad Asset Management Ltd. | 4 | 1 | 0.18% | 1.00% | 2.49% | Q2 2016 | Q4 2021 | 12 |
MJP ASSOCIATES INC /ADV | 12 | 12 | 0.41% | 0.66% | 0.81% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 1.00% | 2.20% | 4.34% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.41% | 0.56% | 0.90% | Q2 2013 | Q1 2016 | 12 |
Sandbox Financial Partners, LLC | 12 | 12 | 4.74% | 8.21% | 12.32% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 1.10% | 2.75% | 4.81% | Q4 2020 | Q3 2023 | 12 |
MKD WEALTH COACHES, LLC | 9 | 3 | 0.04% | 0.50% | 0.88% | Q4 2018 | Q4 2021 | 12 |
Center For Asset Management LLC | 12 | 12 | 0.25% | 0.84% | 1.68% | Q4 2020 | Q3 2023 | 12 |
WAYCROSS PARTNERS, LLC | 12 | 12 | 2.57% | 3.38% | 4.44% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 1.10% | 1.88% | 2.72% | Q4 2020 | Q3 2023 | 12 |
Lakehouse Capital Pty Ltd | 10 | 1 | 8.20% | 11.56% | 15.19% | Q1 2020 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.17% | 0.32% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Parametrica Management Ltd | 8 | 1 | 0.30% | 2.98% | 5.82% | Q1 2014 | Q3 2023 | 12 |
Clarus Group, Inc. | 12 | 12 | 1.45% | 1.81% | 2.10% | Q4 2020 | Q3 2023 | 12 |
Keeler Thomas Management LLC | 11 | 1 | 0.02% | 2.12% | 3.86% | Q4 2017 | Q3 2023 | 12 |
Armbruster Capital Management, Inc. | 10 | 2 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2020 | 12 |
Euclid Advisors LLC | 8 | 4 | 0.08% | 0.87% | 1.99% | Q2 2013 | Q2 2016 | 12 |
BONTEMPO OHLY CAPITAL MGMT LLC | 8 | 1 | 0.10% | 0.27% | 0.87% | Q2 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.02% | 0.11% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Absoluto Partners Gestao de Recursos Ltda | 12 | 12 | 0.76% | 1.62% | 2.88% | Q4 2020 | Q3 2023 | 12 |
Guardian Wealth Advisors, LLC | 12 | 12 | 0.26% | 0.41% | 0.55% | Q4 2020 | Q3 2023 | 12 |
SCP Investment, LP | 12 | 12 | 1.84% | 3.73% | 5.72% | Q4 2018 | Q3 2021 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.02% | 0.70% | 0.94% | Q4 2020 | Q3 2023 | 12 |
Jericho Capital Asset Management L.P. | 7 | 1 | 2.02% | 5.59% | 10.08% | Q4 2013 | Q2 2022 | 12 |
CI Global Investments Inc. | 11 | 1 | 0.00% | 0.27% | 1.05% | Q1 2014 | Q3 2018 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 1.06% | 1.42% | 1.75% | Q4 2020 | Q3 2023 | 12 |
AIA Group Ltd | 12 | 12 | 0.19% | 0.60% | 1.83% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.34% | 0.64% | 0.99% | Q4 2020 | Q3 2023 | 12 |
BHF Kleinwort Benson Group S.A. | 12 | 12 | 0.02% | 0.11% | 0.53% | Q2 2013 | Q1 2016 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 0.24% | 0.61% | 0.81% | Q4 2020 | Q3 2023 | 12 |
Paulson Wealth Management Inc. | 9 | 1 | 0.07% | 0.15% | 0.20% | Q4 2017 | Q3 2023 | 12 |
Financial Avengers, Inc. | 12 | 12 | 8.94% | 13.31% | 18.74% | Q4 2020 | Q3 2023 | 12 |
ADAMCAPITAL Gestao de Recursos Ltda. | 5 | 3 | 1.47% | 13.08% | 50.81% | Q4 2017 | Q3 2022 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.05% | 0.12% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Optimus Prime Fund Management Co., Ltd. | 11 | 1 | 1.22% | 8.34% | 11.92% | Q4 2018 | Q4 2022 | 12 |
Findlay Park Partners LLP | 12 | 12 | 1.46% | 3.81% | 5.58% | Q1 2020 | Q4 2022 | 12 |
Disciplina Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Hudson Canyon Capital Management | 12 | 12 | 2.11% | 3.00% | 3.75% | Q4 2020 | Q3 2023 | 12 |
Abacus Wealth Partners, LLC | 12 | 12 | 0.23% | 0.63% | 1.52% | Q4 2020 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.22% | 0.38% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Strid Group, LLC | 11 | 1 | 0.08% | 0.13% | 0.21% | Q4 2016 | Q2 2020 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.33% | 0.45% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.72% | 1.16% | 1.86% | Q4 2020 | Q3 2023 | 12 |
Northeast Financial Group, Inc. | 12 | 12 | 0.50% | 1.95% | 2.95% | Q4 2020 | Q3 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 0.24% | 0.44% | 0.59% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 2.30% | 2.96% | 3.59% | Q4 2020 | Q3 2023 | 12 |
Evolutionary Tree Capital Management, LLC | 12 | 12 | 2.11% | 4.97% | 8.76% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 2.04% | 2.97% | 3.42% | Q4 2020 | Q3 2023 | 12 |
LCM Capital Management Inc | 12 | 12 | 1.43% | 1.95% | 2.42% | Q4 2020 | Q3 2023 | 12 |
Montis Financial, LLC | 12 | 12 | 0.58% | 1.30% | 2.03% | Q4 2020 | Q3 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.22% | 0.45% | 0.82% | Q4 2020 | Q3 2023 | 12 |
Point72 Middle East FZE | 4 | 4 | 0.04% | 0.27% | 0.64% | Q4 2022 | Q3 2023 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 2.33% | 3.17% | 4.18% | Q4 2020 | Q3 2023 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2016 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.24% | 0.38% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Opal Wealth Advisors, LLC | 12 | 12 | 0.45% | 1.01% | 1.78% | Q4 2020 | Q3 2023 | 12 |
Allegheny Financial Group LTD | 12 | 12 | 0.30% | 0.55% | 0.99% | Q4 2020 | Q3 2023 | 12 |
Goepper Burkhardt LLC | 12 | 12 | 0.16% | 0.28% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Dash Acquisitions Inc. | 12 | 12 | 0.60% | 5.86% | 8.01% | Q4 2020 | Q3 2023 | 12 |
Biltmore Capital Advisors LLC | 12 | 12 | 0.51% | 1.18% | 1.56% | Q1 2019 | Q4 2021 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 0.33% | 2.37% | 4.83% | Q4 2020 | Q3 2023 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 1.61% | 2.72% | 3.89% | Q4 2020 | Q3 2023 | 12 |
Facet Wealth, Inc. | 12 | 12 | 0.21% | 0.47% | 1.36% | Q4 2020 | Q3 2023 | 12 |
Oakwell Private Wealth Management, LLC | 12 | 12 | 0.12% | 0.21% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Tranquilli Financial Advisor LLC | 12 | 12 | 0.35% | 0.44% | 0.59% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.26% | 0.42% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Curran Financial Partners, LLC | 12 | 12 | 0.22% | 0.32% | 0.43% | Q4 2020 | Q3 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.39% | 0.55% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Infusive Asset Management Inc. | 12 | 12 | 0.59% | 6.66% | 12.14% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.85% | 1.44% | 2.04% | Q4 2020 | Q3 2023 | 12 |
Phocas Financial Corp. | 10 | 1 | 0.00% | 0.08% | 0.14% | Q4 2018 | Q3 2023 | 12 |
Renasant Bank | 12 | 12 | 0.48% | 1.15% | 1.92% | Q4 2020 | Q3 2023 | 12 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.74% | 1.52% | Q1 2022 | Q3 2023 | 12 |
Twin Lakes Capital Management, LLC | 12 | 12 | 1.18% | 1.79% | 2.45% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 1.04% | 2.33% | 3.82% | Q4 2020 | Q3 2023 | 12 |
Fountainhead AM, LLC | 12 | 12 | 0.36% | 0.50% | 0.66% | Q4 2020 | Q3 2023 | 12 |
Robbins Farley | 12 | 12 | 1.44% | 2.23% | 3.61% | Q4 2020 | Q3 2023 | 12 |
Nellore Capital Management LLC | 12 | 12 | 4.60% | 10.50% | 21.05% | Q4 2020 | Q3 2023 | 12 |
Greenhouse Wealth Management, LLC | 12 | 12 | 0.29% | 0.44% | 0.53% | Q4 2020 | Q3 2023 | 12 |
Crestwood Capital Management, L.P. | 12 | 12 | 1.67% | 4.29% | 7.00% | Q1 2016 | Q4 2018 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.21% | 0.34% | 0.53% | Q4 2020 | Q3 2023 | 12 |
INTREPID CAPITAL MANAGEMENT INC | 9 | 3 | 0.10% | 0.20% | 0.39% | Q3 2020 | Q3 2023 | 12 |
Oxinas Partners Wealth Management LLC | 12 | 12 | 2.82% | 4.50% | 6.51% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.36% | 0.66% | 1.10% | Q4 2020 | Q3 2023 | 12 |
Graves Light Lenhart Wealth, Inc. | 12 | 12 | 0.02% | 0.38% | 1.19% | Q4 2020 | Q3 2023 | 12 |
PALLADIEM, LLC | 12 | 12 | 0.27% | 0.40% | 0.53% | Q4 2020 | Q3 2023 | 12 |
OAK FAMILY ADVISORS, LLC | 12 | 12 | 0.15% | 0.24% | 0.44% | Q4 2020 | Q3 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.22% | 0.64% | 1.13% | Q4 2020 | Q3 2023 | 12 |
jvl associates llc | 12 | 12 | 0.12% | 0.20% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.89% | 1.04% | 1.18% | Q4 2018 | Q3 2021 | 12 |
JABODON PT CO | 11 | 1 | 0.69% | 3.62% | 15.12% | Q1 2019 | Q1 2022 | 12 |
PEAK FINANCIAL ADVISORS LLC | 12 | 12 | 1.18% | 2.43% | 3.64% | Q4 2020 | Q3 2023 | 12 |
USA FINANCIAL FORMULAS | 4 | 1 | 0.00% | 1.11% | 5.23% | Q3 2015 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 0.84% | 1.22% | 2.38% | Q4 2020 | Q3 2023 | 12 |
Hayden Royal, LLC | 6 | 6 | 0.85% | 1.49% | 3.26% | Q4 2018 | Q4 2021 | 12 |
HighTower Trust Company, N.A. | 7 | 2 | 0.24% | 1.00% | 2.42% | Q4 2015 | Q1 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 1.16% | 1.73% | 2.38% | Q4 2016 | Q3 2019 | 12 |
Ursa Fund Management, LLC | 6 | 1 | 0.31% | 13.24% | 36.84% | Q3 2017 | Q4 2021 | 12 |
Armor Investment Advisors, LLC | 8 | 1 | 0.12% | 0.21% | 0.27% | Q2 2020 | Q3 2023 | 12 |
Summit Financial, LLC | 12 | 12 | 0.03% | 1.14% | 1.72% | Q4 2020 | Q3 2023 | 12 |
McCarthy Asset Management, Inc. | 12 | 12 | 0.15% | 0.42% | 1.12% | Q4 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 0.19% | 0.37% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.10% | 0.18% | 0.30% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.21% | 0.36% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 1.48% | 2.29% | 3.17% | Q4 2016 | Q3 2019 | 12 |
Chicago Wealth Management, Inc. | 11 | 1 | 0.25% | 0.47% | 0.86% | Q2 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.85% | 1.22% | 1.67% | Q4 2020 | Q3 2023 | 12 |
RHS Financial, LLC | 6 | 6 | 0.16% | 0.37% | 0.61% | Q3 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.42% | 0.72% | 1.03% | Q4 2020 | Q3 2023 | 12 |
Lazard Freres Gestion S.A.S. | 12 | 12 | 4.69% | 6.45% | 7.21% | Q4 2020 | Q3 2023 | 12 |
Heartland Bank & Trust Co | 12 | 12 | 0.32% | 3.41% | 5.26% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 1.42% | 2.23% | 3.13% | Q4 2016 | Q3 2019 | 12 |
Interchange Capital Partners, LLC | 12 | 12 | 0.69% | 1.16% | 1.63% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.03% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Cubic Asset Management, LLC | 11 | 1 | 0.41% | 0.59% | 1.38% | Q1 2020 | Q3 2023 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.27% | 0.34% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Leverage Partners Absolute Return Fund SPC | 12 | 12 | 0.25% | 1.23% | 5.13% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.96% | 1.51% | 2.12% | Q4 2016 | Q3 2019 | 12 |
Private Vista, LLC | 12 | 12 | 0.11% | 0.34% | 0.62% | Q3 2017 | Q2 2020 | 12 |
Newton One Investments LLC | 12 | 12 | 0.07% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
3G Capital Partners | 7 | 1 | 1.07% | 7.09% | 15.29% | Q1 2020 | Q3 2023 | 12 |
Marcus Capital, LLC | 12 | 12 | 3.40% | 4.79% | 7.16% | Q4 2015 | Q3 2018 | 12 |
Veritas Investment Partners (UK) Ltd. | 12 | 12 | 0.15% | 1.79% | 3.24% | Q4 2020 | Q3 2023 | 12 |
Empirical Capital Management, LLC | 12 | 12 | 0.35% | 7.40% | 17.12% | Q4 2019 | Q3 2022 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.07% | 0.12% | 0.18% | Q2 2013 | Q1 2016 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 0.38% | 0.53% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Altus Wealth Group LLC | 12 | 12 | 0.70% | 1.09% | 1.30% | Q4 2020 | Q3 2023 | 12 |
Signify Wealth | 12 | 12 | 0.51% | 2.00% | 5.18% | Q4 2020 | Q3 2023 | 12 |
Zions Bancorporation | 11 | 1 | 0.07% | 0.22% | 1.01% | Q1 2015 | Q3 2018 | 12 |
Point View Wealth Management, Inc. | 12 | 12 | 0.12% | 0.26% | 0.33% | Q1 2018 | Q4 2020 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 0.55% | 0.97% | 1.52% | Q4 2020 | Q3 2023 | 12 |
CARBONADO CAPITAL | 12 | 12 | 4.64% | 8.74% | 10.77% | Q4 2015 | Q3 2018 | 12 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 12 | 12 | 3.45% | 4.26% | 5.46% | Q4 2020 | Q3 2023 | 12 |
Joho Capital | 6 | 6 | 0.56% | 0.73% | 0.97% | Q2 2015 | Q1 2022 | 12 |
Pine Ridge Advisers LLC | 12 | 12 | 1.45% | 3.59% | 7.96% | Q4 2020 | Q3 2023 | 12 |
FIRST NATIONAL BANK SIOUX FALLS | 10 | 2 | 0.14% | 0.74% | 4.44% | Q2 2020 | Q3 2023 | 12 |
Alcosta Capital Management, Inc. | 12 | 12 | 5.28% | 6.76% | 8.10% | Q4 2020 | Q3 2023 | 12 |
Core Alternative Capital | 12 | 12 | 0.02% | 0.17% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Westchester Capital Management, Inc. | 12 | 12 | 0.03% | 0.84% | 1.02% | Q4 2020 | Q3 2023 | 12 |
Kowal Investment Group, LLC | 12 | 12 | 0.30% | 0.47% | 0.64% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 1.56% | 2.79% | 3.84% | Q4 2020 | Q3 2023 | 12 |
Egerton Capital (UK) LLP | 9 | 1 | 0.74% | 4.62% | 8.80% | Q3 2019 | Q3 2023 | 12 |
Northern Capital Management, Inc. | 12 | 12 | 0.41% | 0.54% | 0.68% | Q4 2020 | Q3 2023 | 12 |
TTP Investments, Inc. | 5 | 3 | 0.32% | 6.87% | 37.13% | Q4 2017 | Q3 2022 | 12 |
Curated Wealth Partners LLC | 12 | 12 | 0.52% | 0.98% | 1.60% | Q4 2020 | Q3 2023 | 12 |
Colonial River Wealth Management, LLC | 12 | 12 | 0.75% | 1.27% | 1.88% | Q4 2020 | Q3 2023 | 12 |
M. Kulyk & Associates, LLC | 12 | 12 | 0.11% | 0.24% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Phoenix Wealth Advisors | 12 | 12 | 0.16% | 0.28% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Choice Wealth Advisors, LLC | 12 | 12 | 1.79% | 3.78% | 6.68% | Q4 2020 | Q3 2023 | 12 |
Arthedge Capital Management, LLC | 12 | 12 | 7.18% | 10.77% | 13.13% | Q4 2020 | Q3 2023 | 12 |
Wolf Group Capital Advisors | 10 | 2 | 0.13% | 0.60% | 1.00% | Q3 2020 | Q3 2023 | 12 |
One River Asset Management, LLC | 4 | 4 | 0.16% | 0.93% | 2.82% | Q4 2022 | Q3 2023 | 12 |
Tsai Capital Corp | 12 | 12 | 5.77% | 6.45% | 7.11% | Q4 2020 | Q3 2023 | 12 |
DG CAPITAL MANAGEMENT INC | 7 | 5 | 1.28% | 3.01% | 5.28% | Q2 2013 | Q3 2016 | 12 |
Weiss Asset Management LP | 6 | 2 | 0.01% | 0.11% | 0.58% | Q1 2019 | Q3 2023 | 12 |
Rede Wealth, LLC | 12 | 12 | 1.25% | 1.97% | 2.85% | Q4 2020 | Q3 2023 | 12 |
PagnatoKarp Partners LLC | 8 | 4 | 0.26% | 0.70% | 1.34% | Q4 2016 | Q1 2020 | 12 |
LATHROP INVESTMENT MANAGEMENT CORP | 7 | 1 | 0.04% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 12 |
Sterling Manor Financial, LLC | 12 | 12 | 0.31% | 0.47% | 0.70% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.18% | 0.28% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Lyon Street Capital, LLC | 10 | 2 | 0.57% | 1.81% | 2.74% | Q2 2018 | Q1 2022 | 12 |
Red Wave Investments LLC | 12 | 12 | 0.33% | 0.52% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Lebenthal Global Advisors, LLC | 12 | 12 | 0.14% | 0.38% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Synergy Asset Management, LLC | 12 | 12 | 1.32% | 3.56% | 7.96% | Q4 2020 | Q3 2023 | 12 |
Kaizen Financial Strategies | 9 | 2 | 0.04% | 1.85% | 2.30% | Q4 2020 | Q3 2023 | 12 |
Delaney Dennis R | 7 | 5 | 0.36% | 1.43% | 2.49% | Q4 2018 | Q3 2023 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 0.57% | 0.94% | 1.46% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 1.62% | 3.06% | 6.47% | Q4 2020 | Q3 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.22% | 0.44% | 0.72% | Q4 2020 | Q3 2023 | 12 |
MRA Advisory Group | 12 | 12 | 0.52% | 1.09% | 1.49% | Q4 2020 | Q3 2023 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.05% | 0.38% | 0.52% | Q4 2019 | Q3 2022 | 12 |
Tamar Securities, LLC | 11 | 1 | 3.49% | 4.85% | 6.10% | Q2 2020 | Q3 2023 | 12 |
Legal Advantage Investments, Inc. | 12 | 12 | 1.50% | 2.00% | 2.69% | Q4 2020 | Q3 2023 | 12 |
PATRON PARTNERS, LLC | 12 | 12 | 2.16% | 3.85% | 5.78% | Q4 2020 | Q3 2023 | 12 |
Regency Capital Management Inc.\DE | 11 | 11 | 0.49% | 3.00% | 4.58% | Q1 2021 | Q3 2023 | 11 |
Compass Advisory Group LLC | 10 | 1 | 0.13% | 0.19% | 0.30% | Q4 2020 | Q3 2023 | 11 |
Vancity Investment Management Ltd | 10 | 1 | 2.01% | 2.92% | 4.16% | Q4 2020 | Q3 2023 | 11 |
Consulta Ltd | 11 | 11 | 7.59% | 12.91% | 18.82% | Q1 2020 | Q3 2022 | 11 |
PRICE MICHAEL F | 11 | 11 | 0.24% | 1.31% | 2.00% | Q3 2019 | Q1 2022 | 11 |
MBA Advisors LLC | 11 | 11 | 0.23% | 0.37% | 0.54% | Q1 2021 | Q3 2023 | 11 |
Better Money Decisions, LLC | 11 | 11 | 0.49% | 0.73% | 0.89% | Q1 2021 | Q3 2023 | 11 |
State of Wyoming | 11 | 11 | 0.31% | 1.15% | 2.94% | Q1 2021 | Q3 2023 | 11 |
Lucia Wealth Services, LLC | 11 | 11 | 0.03% | 0.12% | 0.20% | Q1 2018 | Q3 2020 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.11% | 0.32% | 0.61% | Q1 2021 | Q3 2023 | 11 |
Capital Wealth Alliance, LLC | 10 | 1 | 0.05% | 0.44% | 0.87% | Q4 2019 | Q3 2023 | 11 |
MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 11 | 11 | 0.17% | 0.37% | 0.51% | Q1 2017 | Q3 2019 | 11 |
Rollins Financial | 8 | 3 | 1.74% | 3.10% | 6.52% | Q4 2020 | Q3 2023 | 11 |
Lorne Steinberg Wealth Management Inc. | 10 | 1 | 0.11% | 1.00% | 1.93% | Q4 2020 | Q3 2023 | 11 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 6 | 1 | 0.20% | 2.36% | 4.88% | Q2 2013 | Q4 2016 | 11 |
Jabre Capital Partners S.A. | 4 | 1 | 0.23% | 1.02% | 1.71% | Q1 2014 | Q3 2018 | 11 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 8 | 3 | 0.08% | 0.14% | 0.23% | Q4 2020 | Q3 2023 | 11 |
EDMP, INC. | 11 | 11 | 0.69% | 1.00% | 1.52% | Q1 2021 | Q3 2023 | 11 |
Yarra Square Partners LP | 8 | 3 | 0.68% | 5.54% | 8.35% | Q4 2020 | Q3 2023 | 11 |
Guidant Wealth Advisors | 11 | 11 | 0.03% | 0.06% | 0.13% | Q1 2017 | Q3 2019 | 11 |
Watchman Group, Inc. | 5 | 1 | 0.11% | 0.15% | 0.20% | Q2 2020 | Q3 2023 | 11 |
Bridgewater Advisors Inc. | 11 | 11 | 0.71% | 1.18% | 1.85% | Q1 2021 | Q3 2023 | 11 |
Hoover Financial Advisors, Inc. | 11 | 11 | 0.38% | 0.55% | 0.71% | Q4 2018 | Q2 2021 | 11 |
GMT CAPITAL CORP | 11 | 11 | 0.13% | 0.42% | 0.97% | Q4 2019 | Q2 2022 | 11 |
Navalign, LLC | 11 | 11 | 0.30% | 0.67% | 0.82% | Q1 2021 | Q3 2023 | 11 |
NORTHSTAR INVESTMENT ADVISORS LLC | 11 | 11 | 0.05% | 1.68% | 2.61% | Q4 2018 | Q2 2021 | 11 |
First Trust Bank, Ltd. | 11 | 11 | 6.34% | 9.08% | 12.43% | Q1 2020 | Q3 2022 | 11 |
COERENTE CAPITAL MANAGEMENT | 11 | 11 | 2.28% | 3.51% | 4.26% | Q1 2021 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.35% | 0.46% | 0.62% | Q4 2018 | Q2 2021 | 11 |
Radnor Capital Management, LLC | 5 | 1 | 0.05% | 0.08% | 0.14% | Q2 2020 | Q3 2023 | 11 |
Oxler Private Wealth LLC | 7 | 4 | 4.75% | 7.06% | 9.76% | Q4 2020 | Q3 2023 | 11 |
RIDGECREST WEALTH PARTNERS, LLC | 11 | 11 | 0.33% | 0.44% | 0.66% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.31% | 0.47% | 0.60% | Q4 2020 | Q3 2023 | 11 |
Covenant Multifamily Offices, LLC | 11 | 11 | 0.08% | 0.29% | 0.67% | Q1 2019 | Q3 2021 | 11 |
Miura Global Management | 4 | 1 | 1.51% | 4.03% | 6.55% | Q1 2016 | Q1 2022 | 11 |
Gunderson Capital Management Inc. | 5 | 3 | 2.65% | 3.87% | 5.58% | Q1 2019 | Q4 2023 | 11 |
Hunt Lane Capital LP | 8 | 1 | 1.44% | 8.34% | 15.71% | Q4 2017 | Q3 2022 | 11 |
AF Advisors, Inc. | 8 | 3 | 0.11% | 0.17% | 0.24% | Q2 2020 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 1.02% | 2.12% | 3.16% | Q1 2021 | Q3 2023 | 11 |
RS INVESTMENT MANAGEMENT CO LLC | 6 | 5 | 0.05% | 0.09% | 0.18% | Q2 2013 | Q2 2016 | 11 |
WEDGEWOOD INVESTORS INC /PA/ | 7 | 1 | 0.29% | 0.36% | 0.52% | Q3 2020 | Q3 2023 | 11 |
Glovista Investments LLC | 11 | 11 | 0.20% | 0.71% | 1.17% | Q4 2019 | Q2 2022 | 11 |
Governors Lane LP | 10 | 10 | 0.29% | 1.39% | 3.48% | Q2 2021 | Q3 2023 | 11 |
NORTHSTAR ASSET MANAGEMENT INC | 11 | 11 | 0.20% | 0.45% | 0.64% | Q1 2021 | Q3 2023 | 11 |
Blueprint Investment Partners LLC | 5 | 1 | 0.06% | 0.49% | 1.01% | Q3 2020 | Q3 2023 | 11 |
Olympiad Research LP | 11 | 11 | 0.30% | 0.48% | 0.80% | Q1 2020 | Q3 2022 | 11 |
PGGM Investments | 6 | 5 | 0.18% | 0.70% | 1.11% | Q4 2020 | Q3 2023 | 11 |
Westshore Wealth, LLC | 10 | 1 | 0.45% | 0.79% | 1.20% | Q4 2019 | Q2 2023 | 11 |
Pentwater Capital Management LP | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 11 |
Waypoint Wealth Partners Inc. | 8 | 3 | 0.09% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 11 |
DARRELL & KING LLC | 7 | 4 | 0.02% | 2.02% | 6.36% | Q1 2018 | Q4 2020 | 11 |
Ironsides Asset Advisors, LLC | 8 | 1 | 0.08% | 0.13% | 0.34% | Q1 2020 | Q2 2023 | 11 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q2 2023 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 3.44% | 4.57% | 5.32% | Q1 2021 | Q3 2023 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.01% | 0.96% | 2.05% | Q3 2017 | Q1 2020 | 11 |
Polen Capital Management | 11 | 11 | 4.49% | 9.34% | 13.65% | Q1 2021 | Q3 2023 | 11 |
DEFINED WEALTH MANAGEMENT, LLC | 8 | 3 | 0.19% | 0.27% | 0.32% | Q4 2020 | Q3 2023 | 11 |
ACT WEALTH MANAGEMENT, LLC | 11 | 11 | 0.14% | 0.29% | 0.48% | Q4 2020 | Q2 2023 | 11 |
Blue Pool Management Ltd. | 11 | 11 | 1.25% | 2.91% | 5.22% | Q1 2019 | Q3 2021 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.50% | 0.85% | 1.25% | Q4 2017 | Q2 2020 | 11 |
Fi3 FINANCIAL ADVISORS, LLC | 11 | 11 | 0.58% | 0.96% | 1.36% | Q1 2021 | Q3 2023 | 11 |
ACCESS FINANCIAL SERVICES, INC. | 8 | 1 | 0.16% | 1.17% | 2.61% | Q3 2018 | Q3 2021 | 11 |
Bain Capital Public Equity Management II, LLC | 7 | 1 | 1.14% | 4.73% | 8.69% | Q1 2020 | Q3 2023 | 11 |
ADE, LLC | 8 | 3 | 0.16% | 0.30% | 0.37% | Q4 2020 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.03% | 0.12% | 0.27% | Q1 2014 | Q1 2017 | 11 |
UNTITLED INVESTMENTS LP | 8 | 3 | 1.15% | 7.23% | 16.03% | Q4 2020 | Q3 2023 | 11 |
Humankind Investments LLC | 11 | 11 | 0.13% | 0.35% | 0.76% | Q1 2021 | Q3 2023 | 11 |
Capstone Triton Financial Group, LLC | 7 | 4 | 2.36% | 3.41% | 4.17% | Q4 2020 | Q3 2023 | 11 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.21% | 1.19% | 3.99% | Q4 2015 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.69% | 0.91% | 1.10% | Q1 2021 | Q3 2023 | 11 |
WEST BANCORPORATION INC | 4 | 3 | 0.21% | 0.48% | 0.97% | Q4 2019 | Q3 2023 | 11 |
Minot Wealth Management LLC | 11 | 11 | 1.93% | 2.99% | 3.84% | Q4 2019 | Q2 2022 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.40% | 0.59% | 1.20% | Q4 2020 | Q2 2023 | 11 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 3 | 0.60% | 0.84% | 1.09% | Q4 2020 | Q3 2023 | 11 |
Sleep, Zakaria & CO Ltd. | 11 | 11 | 62.76% | 65.18% | 69.68% | Q3 2011 | Q1 2014 | 11 |
Leonard Green & Partners, L.P. | 4 | 1 | 0.08% | 0.88% | 1.75% | Q4 2018 | Q1 2022 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.45% | 0.66% | 0.83% | Q4 2019 | Q2 2022 | 11 |
ROCKEFELLER FINANCIAL SERVICES INC | 10 | 1 | 0.00% | 1.18% | 2.02% | Q1 2015 | Q4 2017 | 11 |
Stone House Investment Management, LLC | 7 | 1 | 0.04% | 0.09% | 0.12% | Q1 2019 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.21% | 0.37% | 0.52% | Q1 2021 | Q3 2023 | 11 |
WELCH CAPITAL PARTNERS LLC/NY | 11 | 11 | 0.52% | 1.09% | 1.53% | Q1 2020 | Q3 2022 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.43% | 2.12% | 3.62% | Q4 2020 | Q4 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 1.07% | 1.80% | 2.40% | Q1 2021 | Q3 2023 | 11 |
Omega Advisors Inc. | 9 | 2 | 0.37% | 0.61% | 1.10% | Q3 2015 | Q4 2018 | 11 |
Cavalry Management Group, LLC | 5 | 1 | 2.24% | 5.15% | 8.30% | Q4 2016 | Q3 2022 | 11 |
Reitz Capital Advisors LLC | 6 | 2 | 0.07% | 0.25% | 0.43% | Q1 2020 | Q2 2023 | 11 |
Golden Green, Inc. | 9 | 2 | 0.99% | 1.56% | 2.82% | Q4 2020 | Q3 2023 | 11 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 11 | 11 | 0.37% | 0.71% | 1.17% | Q1 2021 | Q3 2023 | 11 |
Ratio Wealth Group | 9 | 2 | 0.08% | 0.19% | 0.28% | Q4 2020 | Q3 2023 | 11 |
Saiers Capital, LLC | 4 | 4 | 0.01% | 4.19% | 42.80% | Q3 2014 | Q2 2015 | 11 |
Atlas Principals, LLC | 8 | 8 | 1.38% | 3.56% | 8.10% | Q1 2020 | Q4 2021 | 11 |
Hall Private Wealth Advisors | 10 | 1 | 3.38% | 5.07% | 7.04% | Q4 2020 | Q3 2023 | 11 |
Alaethes Wealth LLC | 11 | 11 | 2.02% | 3.39% | 5.06% | Q1 2021 | Q3 2023 | 11 |
Financial & Tax Architects, LLC | 11 | 11 | 0.18% | 0.24% | 0.33% | Q1 2021 | Q3 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.15% | 0.21% | 0.28% | Q2 2013 | Q4 2015 | 11 |
K2 PRINCIPAL FUND, L.P. | 7 | 1 | 0.06% | 0.48% | 2.11% | Q1 2017 | Q3 2019 | 11 |
GRIES FINANCIAL LLC | 11 | 11 | 0.33% | 0.48% | 0.69% | Q1 2021 | Q3 2023 | 11 |
Paradigm, Strategies in Wealth Management, LLC | 11 | 11 | 0.27% | 0.43% | 0.61% | Q1 2021 | Q3 2023 | 11 |
Wellesley Investment Partners, LLC | 11 | 11 | 0.08% | 0.13% | 0.26% | Q1 2018 | Q3 2020 | 11 |
PORTLAND INVESTMENT COUNSEL INC. | 11 | 11 | 0.36% | 0.50% | 0.68% | Q1 2021 | Q3 2023 | 11 |
Arbor Wealth Management, LLC | 9 | 2 | 0.01% | 4.06% | 7.90% | Q1 2019 | Q4 2021 | 11 |
KENNICOTT CAPITAL MANAGEMENT LLC | 11 | 11 | 0.17% | 0.26% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Gladstone Capital Management LLP | 11 | 11 | 0.13% | 9.06% | 18.61% | Q2 2020 | Q4 2022 | 11 |
NINE MASTS CAPITAL Ltd | 4 | 1 | 0.01% | 0.38% | 1.39% | Q1 2019 | Q2 2021 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 0.21% | 0.32% | 0.43% | Q4 2020 | Q3 2023 | 11 |
Quantinno Capital Management LP | 8 | 3 | 0.13% | 1.44% | 2.53% | Q4 2018 | Q3 2023 | 11 |
Bradley Mark J. | 11 | 11 | 1.42% | 1.78% | 2.05% | Q4 2020 | Q2 2023 | 11 |
Benedetti & Gucer, Inc. | 11 | 11 | 0.64% | 1.30% | 2.18% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2015 | 11 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 11 | 11 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2020 | 11 |
RBO & CO LLC | 10 | 1 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q2 2023 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.01% | 4.18% | 7.00% | Q4 2020 | Q2 2023 | 11 |
Colony Family Offices, LLC | 8 | 3 | 0.72% | 1.35% | 2.22% | Q4 2020 | Q3 2023 | 11 |
Virtus Investment Advisers, Inc. | 6 | 5 | 0.02% | 0.84% | 1.69% | Q3 2016 | Q3 2023 | 11 |
INVESTMENT CENTERS OF AMERICA INC | 6 | 1 | 0.05% | 0.26% | 0.58% | Q3 2013 | Q3 2017 | 11 |
CMG Global Holdings, LLC | 11 | 11 | 0.64% | 1.38% | 2.20% | Q1 2021 | Q3 2023 | 11 |
FORA Capital, LLC | 7 | 1 | 0.28% | 1.61% | 3.32% | Q4 2019 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.26% | 0.37% | 0.52% | Q4 2020 | Q3 2023 | 11 |
Werlinich Asset Management, LLC | 11 | 11 | 0.20% | 0.39% | 0.71% | Q1 2021 | Q3 2023 | 11 |
Kensington Investment Counsel, LLC | 8 | 3 | 0.68% | 0.92% | 1.17% | Q4 2020 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.99% | 1.33% | 1.72% | Q2 2020 | Q4 2022 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.28% | 0.68% | 2.07% | Q4 2017 | Q2 2020 | 11 |
Wechter Feldman Wealth Management, Inc. | 10 | 1 | 0.15% | 0.26% | 0.54% | Q3 2018 | Q2 2021 | 11 |
Mach-1 Financial Group, LLC | 8 | 3 | 0.13% | 1.18% | 7.29% | Q4 2020 | Q3 2023 | 11 |
Bank OZK | 11 | 11 | 0.11% | 0.68% | 0.91% | Q1 2021 | Q3 2023 | 11 |
Strategic Wealth Management Group, LLC | 11 | 11 | 1.36% | 1.96% | 2.88% | Q4 2018 | Q2 2021 | 11 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 10 | 1 | 0.12% | 0.18% | 0.26% | Q2 2020 | Q3 2023 | 11 |
Latitude Advisors, LLC | 8 | 3 | 1.21% | 1.63% | 2.07% | Q4 2020 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 4.58% | 5.86% | 7.40% | Q1 2021 | Q3 2023 | 11 |
MBM Wealth Consultants, LLC | 11 | 11 | 0.01% | 0.53% | 3.59% | Q1 2021 | Q3 2023 | 11 |
Fermata Advisors, LLC | 11 | 11 | 0.32% | 0.61% | 0.84% | Q1 2021 | Q3 2023 | 11 |
Beta Wealth Group, Inc. | 11 | 11 | 0.20% | 1.27% | 2.80% | Q1 2021 | Q3 2023 | 11 |
Freemont Management S.A. | 7 | 4 | 1.24% | 2.57% | 3.71% | Q4 2020 | Q3 2023 | 11 |
Garrison Asset Management, LLC | 8 | 3 | 0.15% | 0.21% | 0.24% | Q4 2020 | Q3 2023 | 11 |
MACRO Consulting Group | 11 | 11 | 0.19% | 0.32% | 0.51% | Q4 2018 | Q2 2021 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.25% | 0.33% | 0.43% | Q1 2021 | Q3 2023 | 11 |
Folger Hill Asset Management LP | 8 | 1 | 0.20% | 1.33% | 4.26% | Q4 2015 | Q1 2018 | 11 |
Castellan Group | 11 | 11 | 0.47% | 3.02% | 11.33% | Q1 2021 | Q3 2023 | 11 |
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 11 | 11 | 4.68% | 11.71% | 18.12% | Q1 2021 | Q3 2023 | 11 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.56% | 1.02% | 1.35% | Q4 2019 | Q2 2022 | 11 |
Kercheville Advisors, LLC | 7 | 4 | 5.81% | 8.68% | 10.78% | Q4 2020 | Q3 2023 | 11 |
BCK Partners, Inc. | 8 | 3 | 0.15% | 0.19% | 0.22% | Q4 2020 | Q3 2023 | 11 |
Retirement Solution Inc. | 9 | 2 | 0.24% | 0.42% | 0.66% | Q4 2020 | Q3 2023 | 11 |
Newport Capital Group, LLC | 9 | 2 | 0.23% | 0.35% | 0.47% | Q4 2020 | Q3 2023 | 11 |
Portolan Capital Management | 11 | 11 | 0.18% | 1.59% | 2.70% | Q1 2020 | Q3 2022 | 11 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 11 | 11 | 0.14% | 0.19% | 0.24% | Q1 2020 | Q3 2022 | 11 |
FIDGEON TIMOTHY F | 11 | 11 | 0.14% | 0.18% | 0.26% | Q1 2013 | Q3 2015 | 11 |
Wilkinson Global Asset Management LLC | 11 | 11 | 1.76% | 2.54% | 2.92% | Q1 2021 | Q3 2023 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.14% | 0.24% | 0.30% | Q4 2020 | Q2 2023 | 11 |
TD Securities (USA) LLC | 9 | 2 | 0.47% | 0.72% | 1.03% | Q2 2013 | Q1 2016 | 11 |
Beck Bode, LLC | 5 | 1 | 0.06% | 0.97% | 2.62% | Q4 2018 | Q4 2022 | 11 |
Grisanti Capital Management LLC | 6 | 5 | 1.62% | 2.91% | 6.19% | Q4 2014 | Q1 2020 | 11 |
Connectus Wealth, LLC | 11 | 11 | 0.41% | 4.46% | 8.04% | Q1 2021 | Q3 2023 | 11 |
Parkside Advisors LLC | 6 | 5 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q4 2023 | 11 |
West Financial Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.59% | 0.99% | 1.39% | Q1 2021 | Q3 2023 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Game Creek Capital, LP | 5 | 1 | 0.68% | 2.14% | 4.61% | Q4 2017 | Q3 2023 | 11 |
MAZAMA CAPITAL MANAGEMENT INC | 11 | 11 | 0.01% | 1.05% | 2.11% | Q2 2013 | Q4 2015 | 11 |
ASSET ADVISORS CORP | 11 | 11 | 0.22% | 0.90% | 1.93% | Q4 2015 | Q2 2018 | 11 |
Gitterman Wealth Management, LLC | 11 | 11 | 0.13% | 0.31% | 0.50% | Q1 2021 | Q3 2023 | 11 |
BREITER CAPITAL MANAGEMENT INC | 7 | 4 | 0.32% | 1.51% | 2.74% | Q2 2019 | Q1 2022 | 11 |
Innova Wealth Partners | 8 | 3 | 0.18% | 0.22% | 0.29% | Q4 2020 | Q3 2023 | 11 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 11 | 11 | 0.06% | 0.79% | 1.14% | Q2 2019 | Q4 2021 | 11 |
FIDUCIENT ADVISORS LLC | 9 | 2 | 0.06% | 0.39% | 0.60% | Q4 2020 | Q3 2023 | 11 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2015 | 11 |
Neuberger Berman Canada ULC | 8 | 1 | 0.00% | 0.31% | 0.75% | Q4 2014 | Q3 2017 | 11 |
Loveless Wealth Management LLC | 11 | 11 | 0.18% | 0.25% | 0.33% | Q4 2019 | Q2 2022 | 11 |
Select Asset Management & Trust | 8 | 3 | 0.22% | 0.26% | 0.35% | Q4 2020 | Q3 2023 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 1.64% | 2.77% | 3.61% | Q1 2021 | Q3 2023 | 11 |
IAM Advisory, LLC | 9 | 2 | 0.36% | 0.62% | 0.92% | Q4 2020 | Q3 2023 | 11 |
BRANDYWINE TRUST CO | 11 | 11 | 0.08% | 0.47% | 0.66% | Q3 2019 | Q1 2022 | 11 |
B&D White Capital Company, LLC | 8 | 2 | 0.15% | 1.23% | 3.48% | Q4 2020 | Q2 2023 | 11 |
Blue Chip Wealth Management, Inc. | 11 | 11 | 4.54% | 7.36% | 9.03% | Q1 2018 | Q3 2020 | 11 |
BENEDICT FINANCIAL ADVISORS INC | 11 | 11 | 0.48% | 0.81% | 1.08% | Q1 2021 | Q3 2023 | 11 |
Burns Matteson Capital Management, LLC | 11 | 11 | 0.54% | 0.90% | 1.26% | Q4 2020 | Q2 2023 | 11 |
Nuveen Fund Advisors, LLC | 11 | 11 | 0.37% | 1.07% | 3.92% | Q2 2016 | Q4 2018 | 11 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 5 | 1 | 0.36% | 1.32% | 2.36% | Q2 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 1.46% | 2.27% | 3.00% | Q1 2021 | Q3 2023 | 11 |
OTTER CREEK MANAGEMENT INC | 10 | 10 | 0.99% | 7.21% | 15.12% | Q2 2013 | Q3 2015 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 0.66% | 1.10% | 1.79% | Q4 2020 | Q3 2023 | 10 |
Clarity Financial LLC | 5 | 5 | 0.60% | 1.17% | 2.05% | Q4 2020 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.25% | 2.81% | 7.31% | Q2 2021 | Q3 2023 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.91% | 1.45% | 1.85% | Q1 2021 | Q3 2023 | 10 |
Union Heritage Capital, LLC | 10 | 10 | 2.41% | 3.61% | 4.70% | Q1 2021 | Q2 2023 | 10 |
Beacon Harbor Wealth Advisors, Inc. | 7 | 3 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 10 |
All Season Financial Advisors, Inc. | 10 | 10 | 0.53% | 0.78% | 0.95% | Q2 2021 | Q3 2023 | 10 |
NFJ INVESTMENT GROUP, LLC | 10 | 10 | 0.00% | 0.48% | 0.82% | Q1 2021 | Q2 2023 | 10 |
Platte River Capital LLC | 10 | 10 | 0.84% | 1.20% | 2.12% | Q2 2013 | Q3 2015 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.62% | 0.90% | 1.24% | Q3 2021 | Q4 2023 | 10 |
BRX Global LP | 10 | 10 | 14.34% | 20.84% | 29.19% | Q2 2021 | Q3 2023 | 10 |
Adams Chetwood Wealth Management LLC | 10 | 10 | 2.26% | 3.14% | 3.99% | Q4 2019 | Q1 2022 | 10 |
Brouwer & Janachowski, LLC | 8 | 1 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q3 2021 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.40% | 0.67% | 1.04% | Q1 2021 | Q3 2023 | 10 |
Maytus Capital Management, LLC | 3 | 1 | 1.47% | 3.86% | 6.50% | Q4 2018 | Q2 2023 | 10 |
Bach Option Ltd | 3 | 1 | 0.10% | 0.71% | 3.41% | Q1 2016 | Q3 2019 | 10 |
Refined Wealth Management | 10 | 10 | 0.60% | 4.24% | 5.66% | Q2 2021 | Q3 2023 | 10 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 8 | 2 | 0.44% | 0.59% | 0.72% | Q4 2020 | Q3 2023 | 10 |
EMC Capital Management | 10 | 10 | 0.12% | 7.45% | 10.74% | Q2 2021 | Q3 2023 | 10 |
OPSEU Pension Plan Trust Fund | 10 | 10 | 0.49% | 0.92% | 1.61% | Q2 2020 | Q3 2022 | 10 |
Daniels&Tansey,LLP | 8 | 2 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q2 2023 | 10 |
PENOBSCOT WEALTH MANAGEMENT | 10 | 10 | 0.20% | 0.32% | 0.43% | Q2 2021 | Q3 2023 | 10 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 6 | 4 | 0.11% | 0.28% | 0.47% | Q4 2020 | Q2 2023 | 10 |
Chiron Investment Management, LLC | 4 | 1 | 0.57% | 2.90% | 4.99% | Q1 2017 | Q2 2023 | 10 |
FIRST MERCANTILE TRUST CO | 9 | 1 | 0.18% | 0.51% | 0.78% | Q1 2014 | Q3 2021 | 10 |
Lloyds Banking Group plc | 6 | 4 | 0.28% | 1.06% | 2.23% | Q2 2013 | Q4 2018 | 10 |
Derbend Asset Management | 10 | 10 | 0.76% | 1.01% | 1.20% | Q2 2021 | Q3 2023 | 10 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 6 | 4 | 2.23% | 3.65% | 4.74% | Q4 2017 | Q3 2023 | 10 |
Psagot Value Holdings Ltd. | 5 | 1 | 0.00% | 0.60% | 1.50% | Q1 2018 | Q3 2021 | 10 |
RGT Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.50% | 1.84% | Q3 2016 | Q4 2021 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q1 2023 | 10 |
Venator Management LLC | 10 | 10 | 2.72% | 5.73% | 8.85% | Q2 2021 | Q3 2023 | 10 |
SCHARF INVESTMENTS, LLC | 8 | 2 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2022 | 10 |
MBL Wealth, LLC | 7 | 1 | 0.28% | 0.50% | 0.83% | Q4 2020 | Q3 2023 | 10 |
CastleKnight Management LP | 8 | 8 | 0.14% | 0.60% | 1.17% | Q4 2021 | Q3 2023 | 10 |
Smallwood Wealth Investment Management, LLC | 8 | 8 | 0.21% | 0.56% | 1.04% | Q4 2021 | Q3 2023 | 10 |
Strong Tower Advisory Services | 9 | 9 | 0.17% | 5.26% | 7.40% | Q3 2021 | Q3 2023 | 10 |
Quotient Investors, LLC | 6 | 1 | 0.08% | 0.74% | 1.96% | Q3 2013 | Q3 2017 | 10 |
Syverson Strege & Co | 10 | 10 | 0.03% | 0.09% | 0.15% | Q4 2020 | Q1 2023 | 10 |
Bond & Devick Financial Network, Inc. | 8 | 2 | 0.17% | 0.22% | 0.28% | Q4 2020 | Q3 2023 | 10 |
Border to Coast Pensions Partnership Ltd | 10 | 10 | 2.37% | 3.47% | 4.66% | Q2 2021 | Q3 2023 | 10 |
Baldrige Asset Management LLC | 10 | 10 | 0.05% | 0.12% | 0.20% | Q4 2020 | Q1 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.20% | 0.28% | 0.43% | Q2 2021 | Q3 2023 | 10 |
Hardy Reed LLC | 7 | 3 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 10 |
PIERSHALE FINANCIAL GROUP, INC. | 5 | 1 | 0.01% | 0.04% | 0.15% | Q3 2015 | Q2 2023 | 10 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 8 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2023 | 10 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 5 | 1 | 0.04% | 0.09% | 0.34% | Q4 2016 | Q1 2020 | 10 |
Sassicaia Capital Advisers LLC | 7 | 3 | 0.29% | 4.89% | 14.76% | Q4 2020 | Q2 2023 | 10 |
AAFMAA Wealth Management & Trust LLC | 9 | 1 | 1.59% | 1.91% | 2.76% | Q1 2021 | Q3 2023 | 10 |
Invictus RG | 3 | 1 | 0.01% | 3.62% | 25.17% | Q4 2015 | Q4 2020 | 10 |
Bank of New Hampshire | 10 | 10 | 1.10% | 1.62% | 2.10% | Q2 2021 | Q3 2023 | 10 |
Kozak & Associates, Inc. | 9 | 1 | 1.07% | 1.54% | 2.55% | Q4 2020 | Q3 2023 | 10 |
Trivest Advisors Ltd | 5 | 2 | 0.05% | 2.40% | 9.57% | Q4 2020 | Q3 2023 | 10 |
FERNBRIDGE CAPITAL MANAGEMENT LP | 8 | 2 | 2.96% | 5.73% | 9.91% | Q1 2021 | Q3 2023 | 10 |
Gyon Technologies Capital Management, LP | 5 | 2 | 0.07% | 0.75% | 1.49% | Q4 2019 | Q4 2022 | 10 |
MOTIVE WEALTH ADVISORS | 10 | 10 | 0.14% | 0.46% | 0.86% | Q2 2021 | Q3 2023 | 10 |
Fullerton Fund Management Co Ltd. | 7 | 1 | 0.14% | 2.50% | 4.48% | Q3 2020 | Q3 2023 | 10 |
Fortress Wealth Group, LLC | 10 | 10 | 0.71% | 1.08% | 1.30% | Q2 2021 | Q3 2023 | 10 |
Accurate Wealth Management, LLC | 10 | 10 | 0.47% | 1.58% | 2.40% | Q2 2021 | Q3 2023 | 10 |
APPLIED RESEARCH INVESTMENTS, LLC | 10 | 10 | 2.16% | 3.01% | 4.52% | Q2 2020 | Q3 2022 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.14% | 0.28% | 0.51% | Q4 2015 | Q1 2018 | 10 |
Advisor Resource Council | 10 | 10 | 0.38% | 0.87% | 1.26% | Q2 2021 | Q3 2023 | 10 |
Verde Servicos Internacionais S.A. | 4 | 1 | 0.22% | 3.82% | 9.16% | Q4 2017 | Q3 2022 | 10 |
Snider Financial Group | 10 | 10 | 1.39% | 1.61% | 1.94% | Q2 2021 | Q3 2023 | 10 |
Prentice Wealth Management LLC | 5 | 5 | 0.42% | 0.58% | 0.68% | Q1 2021 | Q3 2023 | 10 |
Argent Advisors, Inc. | 5 | 2 | 0.14% | 0.21% | 0.31% | Q4 2019 | Q3 2023 | 10 |
Perpetual Ltd | 3 | 1 | 0.25% | 1.77% | 5.59% | Q1 2016 | Q3 2023 | 10 |
BROOKS, MOORE & ASSOCIATES, INC. | 10 | 10 | 0.42% | 0.53% | 0.72% | Q4 2019 | Q1 2022 | 10 |
PCJ Investment Counsel Ltd. | 4 | 1 | 0.05% | 0.49% | 1.35% | Q2 2017 | Q3 2023 | 10 |
SUMWAY DEVELOPMENT LTD. | 10 | 10 | 0.00% | 15.41% | 30.75% | Q2 2016 | Q3 2018 | 10 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.11% | 1.60% | 2.39% | Q4 2021 | Q3 2023 | 10 |
Estate Counselors, LLC | 10 | 10 | 0.01% | 0.04% | 0.11% | Q2 2020 | Q3 2022 | 10 |
NZS Capital, LLC | 10 | 10 | 2.06% | 2.89% | 3.84% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.59% | 0.79% | 0.98% | Q1 2021 | Q3 2023 | 10 |
Fusion Family Wealth LLC | 9 | 1 | 0.00% | 0.11% | 0.28% | Q4 2016 | Q1 2021 | 10 |
Artemis Wealth Advisors, LLC | 6 | 2 | 0.02% | 2.32% | 4.36% | Q4 2016 | Q3 2023 | 10 |
McQueen, Ball & Associates Inc. | 10 | 10 | 0.14% | 0.32% | 0.54% | Q3 2016 | Q4 2018 | 10 |
CLARK ESTATES INC/NY | 8 | 2 | 0.05% | 1.14% | 1.76% | Q4 2019 | Q3 2023 | 10 |
Coronation Asset Management (Pty) Ltd. | 8 | 2 | 0.44% | 1.44% | 2.03% | Q2 2013 | Q1 2016 | 10 |
HFR Wealth Management, LLC | 10 | 10 | 2.15% | 3.02% | 3.97% | Q2 2021 | Q3 2023 | 10 |
CLINTON GROUP INC | 3 | 1 | 0.09% | 0.30% | 0.72% | Q4 2013 | Q2 2018 | 10 |
ACCIDENT COMPENSATION CORP | 10 | 10 | 0.17% | 0.31% | 0.56% | Q1 2018 | Q2 2020 | 10 |
Trinity Financial Advisors LLC | 6 | 2 | 0.14% | 0.23% | 0.30% | Q4 2020 | Q3 2023 | 10 |
OSTRUM ASSET MANAGEMENT | 7 | 3 | 0.62% | 2.73% | 5.84% | Q4 2018 | Q3 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 3.67% | 4.80% | 5.34% | Q2 2021 | Q3 2023 | 10 |
CARILLON TOWER ADVISERS, INC. | 9 | 1 | 0.16% | 0.23% | 0.48% | Q2 2018 | Q4 2020 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.05% | 0.15% | 0.23% | Q4 2018 | Q2 2022 | 10 |
FCF Advisors LLC | 10 | 10 | 0.90% | 1.82% | 3.41% | Q4 2018 | Q1 2021 | 10 |
Bell Asset Management Ltd | 10 | 10 | 1.22% | 3.50% | 5.25% | Q2 2021 | Q3 2023 | 10 |
FNY Managed Accounts LLC | 3 | 1 | 0.00% | 0.62% | 5.04% | Q4 2013 | Q1 2018 | 10 |
Sowa Financial Group, Inc. | 10 | 10 | 0.05% | 0.16% | 0.21% | Q4 2019 | Q1 2022 | 10 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 10 | 10 | 0.03% | 0.37% | 1.30% | Q2 2021 | Q3 2023 | 10 |
Schooner Investment Group, LLC. | 10 | 10 | 0.15% | 1.51% | 2.65% | Q2 2014 | Q3 2016 | 10 |
Private Capital Management, LLC | 7 | 1 | 0.05% | 0.14% | 0.38% | Q4 2020 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.81% | 1.50% | 2.26% | Q2 2021 | Q3 2023 | 10 |
Aprio Wealth Management, LLC | 9 | 1 | 0.11% | 0.16% | 0.23% | Q3 2020 | Q3 2023 | 10 |
Asio Capital, LLC | 10 | 10 | 0.08% | 0.68% | 1.31% | Q2 2021 | Q3 2023 | 10 |
EQUITEC SPECIALISTS, LLC | 4 | 1 | 0.02% | 0.88% | 3.47% | Q3 2017 | Q4 2020 | 10 |
INR ADVISORY SERVICES LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
JMG Financial Group, Ltd. | 8 | 2 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 0.25% | 0.65% | 1.06% | Q2 2021 | Q3 2023 | 10 |
Rench Wealth Management, Inc. | 10 | 10 | 0.19% | 1.64% | 2.54% | Q2 2021 | Q3 2023 | 10 |
Triumph Capital Management | 10 | 10 | 0.15% | 0.47% | 1.35% | Q2 2021 | Q3 2023 | 10 |
Price Wealth, LLC | 10 | 10 | 0.37% | 0.80% | 1.79% | Q2 2018 | Q3 2020 | 10 |
Union Bancaire Privee Asset Management LLC | 10 | 10 | 5.61% | 7.33% | 9.57% | Q4 2018 | Q1 2021 | 10 |
Melqart Asset Management (UK) Ltd | 5 | 1 | 0.82% | 2.44% | 4.24% | Q3 2020 | Q3 2023 | 10 |
TRH Financial, LLC | 9 | 1 | 0.38% | 1.35% | 1.94% | Q4 2019 | Q2 2022 | 10 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.08% | 0.15% | 0.20% | Q1 2016 | Q3 2023 | 10 |
IronBridge Private Wealth, LLC | 5 | 3 | 0.07% | 1.40% | 4.59% | Q4 2020 | Q3 2023 | 10 |
Brickley Wealth Management | 9 | 1 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q2 2023 | 10 |
Empire Capital Management, L.L.C. | 8 | 1 | 1.45% | 3.23% | 5.54% | Q4 2013 | Q4 2016 | 10 |
BALASA DINVERNO & FOLTZ LLC | 10 | 10 | 0.34% | 0.61% | 0.74% | Q2 2020 | Q3 2022 | 10 |
BTR CAPITAL MANAGEMENT INC | 10 | 10 | 0.04% | 0.09% | 0.13% | Q2 2020 | Q3 2022 | 10 |
Amundi | 10 | 10 | 2.14% | 2.55% | 3.09% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Wealth Management Group, Inc. | 10 | 10 | 0.52% | 0.77% | 1.04% | Q2 2021 | Q3 2023 | 10 |
InterOcean Capital, LLC | 10 | 10 | 0.06% | 1.42% | 3.46% | Q1 2018 | Q2 2020 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2015 | 10 |
Towerpoint Wealth, LLC | 7 | 3 | 0.11% | 0.13% | 0.16% | Q3 2020 | Q3 2023 | 10 |
WADDELL & ASSOCIATES, LLC | 10 | 10 | 0.14% | 0.23% | 0.34% | Q2 2021 | Q3 2023 | 10 |
InTrack Investment Management Inc | 10 | 10 | 0.24% | 1.18% | 1.78% | Q3 2021 | Q4 2023 | 10 |
CSM Advisors, LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.27% | 0.40% | 0.81% | Q4 2020 | Q3 2023 | 10 |
Essex Private Wealth Management, LLC | 10 | 10 | 0.57% | 2.20% | 2.69% | Q4 2019 | Q1 2022 | 10 |
EMFO, LLC | 10 | 10 | 0.20% | 1.40% | 3.14% | Q2 2021 | Q3 2023 | 10 |
Roth Financial Partners LLC | 7 | 3 | 0.15% | 0.23% | 0.29% | Q1 2021 | Q3 2023 | 10 |
Rappaport Reiches Capital Management, LLC | 10 | 10 | 0.30% | 0.65% | 1.05% | Q2 2021 | Q3 2023 | 10 |
ACAS, LLC | 6 | 4 | 3.25% | 4.38% | 4.96% | Q1 2021 | Q3 2023 | 10 |
First Growth Investment Manager LP | 9 | 9 | 0.46% | 3.23% | 5.00% | Q4 2020 | Q4 2022 | 10 |
Covestor Ltd | 8 | 8 | 0.00% | 0.57% | 1.18% | Q4 2021 | Q3 2023 | 10 |
CEERA INVESTMENTS, LLC | 6 | 4 | 0.13% | 0.29% | 0.53% | Q1 2021 | Q3 2023 | 10 |
HARVEY INVESTMENT CO LLC | 8 | 1 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q2 2023 | 10 |
Madden Advisory Services, Inc. | 4 | 1 | 0.01% | 0.11% | 0.24% | Q1 2014 | Q1 2022 | 10 |
Warther Private Wealth, LLC | 10 | 10 | 0.68% | 1.83% | 3.23% | Q2 2021 | Q3 2023 | 10 |
Engle Capital Management, L.P. | 7 | 1 | 3.30% | 4.22% | 6.36% | Q4 2016 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.31% | 0.46% | 0.75% | Q2 2010 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.42% | 1.00% | 1.36% | Q2 2021 | Q3 2023 | 10 |
STERLING INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.90% | 2.43% | 3.13% | Q1 2020 | Q2 2022 | 10 |
WILKINS INVESTMENT COUNSEL INC | 10 | 10 | 0.06% | 0.13% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Swaine & Leidel Wealth Services, LLC | 8 | 1 | 0.19% | 0.31% | 0.46% | Q2 2019 | Q1 2022 | 10 |
Matarin Capital Management, LLC | 6 | 1 | 0.10% | 0.26% | 0.50% | Q2 2013 | Q2 2016 | 10 |
Soapstone Management L.P. | 10 | 10 | 1.72% | 5.21% | 7.50% | Q2 2021 | Q3 2023 | 10 |
JOYN Advisors, Inc. | 10 | 10 | 0.04% | 0.24% | 0.48% | Q4 2017 | Q1 2020 | 10 |
Trust Investment Advisors | 8 | 1 | 0.20% | 0.26% | 0.38% | Q3 2018 | Q1 2022 | 9 |
CUTLER INVESTMENT COUNSEL LLC | 9 | 9 | 0.04% | 0.22% | 0.31% | Q3 2021 | Q3 2023 | 9 |
Immersion Capital LLP | 9 | 9 | 0.95% | 23.25% | 65.89% | Q4 2015 | Q4 2017 | 9 |
TNF LLC | 9 | 9 | 0.21% | 0.27% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Forest Hill Capital, LLC | 9 | 9 | 1.42% | 1.93% | 2.64% | Q3 2021 | Q3 2023 | 9 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.06% | 2.93% | 12.14% | Q1 2018 | Q1 2023 | 9 |
Activest Wealth Management | 6 | 3 | 1.11% | 1.47% | 1.83% | Q1 2021 | Q3 2023 | 9 |
OneAscent Wealth Management LLC | 6 | 1 | 0.13% | 0.45% | 1.52% | Q4 2020 | Q3 2023 | 9 |
Kerrisdale Advisers, LLC | 8 | 1 | 0.20% | 2.31% | 7.14% | Q1 2020 | Q3 2023 | 9 |
Bronson Point Management LLC | 3 | 1 | 0.29% | 1.37% | 2.58% | Q1 2014 | Q4 2020 | 9 |
Oldfather Financial Services, LLC | 7 | 2 | 0.11% | 0.15% | 0.19% | Q1 2021 | Q3 2023 | 9 |
Westwood Wealth Management | 8 | 8 | 0.92% | 3.75% | 6.32% | Q4 2021 | Q3 2023 | 9 |
BREAKLINE CAPITAL LLC | 3 | 1 | 0.90% | 4.20% | 6.95% | Q2 2018 | Q4 2021 | 9 |
Patient Capital Management, LLC | 8 | 8 | 1.15% | 4.98% | 13.46% | Q4 2021 | Q3 2023 | 9 |
Vontobel Swiss Wealth Advisors AG | 9 | 9 | 0.15% | 0.87% | 1.46% | Q2 2019 | Q2 2021 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.45% | 0.96% | 1.30% | Q4 2019 | Q4 2021 | 9 |
Glenview Capital Management | 4 | 1 | 0.06% | 1.62% | 3.26% | Q4 2020 | Q3 2023 | 9 |
Boston Partners | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Susquehanna International Group Ltd. | 4 | 1 | 0.30% | 1.03% | 2.77% | Q1 2019 | Q2 2023 | 9 |
Advisory Services & Investments, LLC | 9 | 9 | 0.31% | 0.51% | 0.66% | Q3 2021 | Q3 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.68% | 1.39% | 2.19% | Q3 2021 | Q3 2023 | 9 |
10-15 ASSOCIATES, INC. | 7 | 2 | 0.05% | 0.28% | 0.81% | Q2 2018 | Q3 2020 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 2.66% | 3.57% | 4.12% | Q3 2021 | Q3 2023 | 9 |
Benchmark Capital Advisors | 7 | 1 | 0.20% | 0.25% | 0.29% | Q2 2016 | Q4 2018 | 9 |
Seven Bridges Advisors LLC | 9 | 9 | 1.26% | 1.62% | 2.28% | Q4 2015 | Q4 2017 | 9 |
APEIRON CAPITAL Ltd | 7 | 2 | 0.65% | 12.07% | 22.64% | Q4 2020 | Q1 2023 | 9 |
SW Investment Management LLC | 7 | 7 | 0.36% | 8.40% | 15.79% | Q4 2020 | Q2 2022 | 9 |
Argentus Capital Management, LLC | 9 | 9 | 0.33% | 0.71% | 1.03% | Q3 2014 | Q3 2016 | 9 |
HIGH POINT BANK & TRUST CO | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q4 2016 | 9 |
VETAMER CAPITAL MANAGEMENT, L.P. | 8 | 8 | 2.45% | 3.68% | 4.98% | Q4 2021 | Q3 2023 | 9 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 4 | 1 | 0.16% | 0.26% | 0.55% | Q3 2020 | Q3 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.41% | 0.52% | 0.64% | Q3 2021 | Q3 2023 | 9 |
Index Management Solutions, LLC | 7 | 2 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2015 | 9 |
Grosvenor Holdings, L.L.C. | 9 | 9 | 2.17% | 6.12% | 17.81% | Q1 2020 | Q1 2022 | 9 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.80% | 1.20% | Q3 2021 | Q2 2023 | 9 |
Gemsstock Ltd. | 9 | 9 | 4.48% | 8.85% | 14.19% | Q4 2019 | Q4 2021 | 9 |
Boit C F David | 5 | 4 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 9 |
Community Bank of Raymore | 7 | 2 | 0.09% | 0.15% | 0.27% | Q1 2021 | Q3 2023 | 9 |
ODonnell Financial Services, LLC | 9 | 9 | 0.29% | 0.87% | 3.12% | Q3 2021 | Q3 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.27% | 1.48% | 3.13% | Q1 2021 | Q1 2023 | 9 |
Trellus Management Company, LLC | 4 | 1 | 0.27% | 1.45% | 3.39% | Q1 2014 | Q4 2022 | 9 |
RICE HALL JAMES & ASSOCIATES, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
MCRAE CAPITAL MANAGEMENT INC | 6 | 3 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 9 |
MARKSTON INTERNATIONAL LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.36% | 0.60% | 0.75% | Q3 2021 | Q3 2023 | 9 |
SNOW CAPITAL MANAGEMENT LP | 7 | 2 | 0.06% | 0.22% | 0.38% | Q4 2018 | Q2 2021 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.33% | 0.59% | 0.86% | Q3 2021 | Q3 2023 | 9 |
Solel Partners LP | 9 | 9 | 5.55% | 6.91% | 8.75% | Q3 2021 | Q3 2023 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.91% | 1.84% | 2.74% | Q3 2021 | Q3 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.27% | 0.43% | 0.70% | Q1 2020 | Q1 2022 | 9 |
HARBOR CAPITAL ADVISORS, INC. | 9 | 9 | 0.52% | 2.51% | 5.70% | Q4 2021 | Q4 2023 | 9 |
Community Financial Services Group, LLC | 7 | 1 | 0.00% | 0.45% | 2.53% | Q1 2014 | Q3 2023 | 9 |
Divergent Wealth Advisors | 6 | 3 | 0.07% | 0.12% | 0.18% | Q1 2018 | Q3 2020 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.07% | 0.09% | 0.12% | Q4 2014 | Q4 2016 | 9 |
RONALD BLUE & CO LLC | 5 | 1 | 0.02% | 0.03% | 0.07% | Q3 2013 | Q2 2017 | 9 |
York Capital Management Global Advisors, LLC | 7 | 1 | 0.24% | 1.61% | 3.72% | Q4 2014 | Q3 2021 | 9 |
YCG, LLC | 9 | 9 | 3.41% | 5.67% | 6.31% | Q3 2021 | Q3 2023 | 9 |
KLK CAPITAL MANAGEMENT LLC | 5 | 4 | 2.82% | 3.67% | 4.38% | Q2 2021 | Q3 2023 | 9 |
Golden State Equity Partners | 6 | 3 | 1.01% | 1.76% | 3.50% | Q4 2020 | Q3 2023 | 9 |
Pantheon Investment Group, LLC | 9 | 9 | 3.81% | 6.24% | 7.43% | Q4 2019 | Q4 2021 | 9 |
M. Kraus & Co | 9 | 9 | 0.27% | 0.36% | 0.41% | Q3 2021 | Q3 2023 | 9 |
NexWave Capital Partners LLC | 9 | 9 | 0.73% | 1.86% | 2.59% | Q4 2019 | Q4 2021 | 9 |
Artal Group S.A. | 4 | 2 | 0.04% | 0.71% | 1.83% | Q1 2014 | Q3 2023 | 9 |
Financial Advantage, Inc. | 7 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2020 | 9 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.06% | 0.66% | 2.72% | Q4 2013 | Q1 2022 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.31% | 0.55% | 0.76% | Q3 2017 | Q3 2019 | 9 |
Heron Bay Capital Management | 9 | 9 | 0.69% | 1.73% | 2.83% | Q3 2021 | Q3 2023 | 9 |
BAKER BOYER NATIONAL BANK | 8 | 1 | 0.12% | 0.76% | 1.44% | Q2 2021 | Q3 2023 | 9 |
Linden Rose Investment LLC | 9 | 9 | 0.61% | 15.07% | 27.99% | Q4 2020 | Q4 2022 | 9 |
MASTERS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.99% | 4.08% | 7.05% | Q1 2017 | Q3 2023 | 9 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 8 | 1 | 0.02% | 0.24% | 0.48% | Q4 2020 | Q2 2023 | 9 |
Clearline Capital LP | 6 | 1 | 0.13% | 1.57% | 3.34% | Q4 2019 | Q3 2023 | 9 |
Tarsadia Capital, LLC | 6 | 6 | 1.66% | 9.74% | 18.73% | Q1 2020 | Q2 2021 | 9 |
JB Capital LLC | 9 | 9 | 0.15% | 0.33% | 0.52% | Q3 2021 | Q3 2023 | 9 |
Triple Frond Partners | 9 | 9 | 7.80% | 9.39% | 12.10% | Q3 2021 | Q3 2023 | 9 |
Audent Global Asset Management, LLC | 8 | 8 | 0.57% | 4.35% | 7.66% | Q4 2021 | Q3 2023 | 9 |
Anfield Capital Management, LLC | 9 | 9 | 0.10% | 0.16% | 0.22% | Q4 2019 | Q4 2021 | 9 |
Stevens First Principles Investment Advisors | 8 | 1 | 0.01% | 0.05% | 0.18% | Q4 2015 | Q2 2019 | 9 |
Cassia Capital Partners, LLC | 8 | 1 | 0.16% | 0.26% | 0.42% | Q2 2021 | Q3 2023 | 9 |
RAND WEALTH, LLC | 9 | 9 | 0.16% | 0.31% | 0.45% | Q3 2016 | Q3 2018 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 1.42% | 2.06% | 2.40% | Q4 2020 | Q4 2022 | 9 |
MORGAN JESS S & CO INC | 9 | 9 | 2.46% | 2.87% | 3.10% | Q1 2020 | Q1 2022 | 9 |
Essex LLC | 9 | 9 | 0.36% | 0.45% | 0.51% | Q3 2021 | Q3 2023 | 9 |
H&H International Investment, LLC | 9 | 9 | 1.80% | 4.92% | 15.99% | Q4 2018 | Q4 2020 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.66% | 1.18% | 1.59% | Q4 2021 | Q4 2023 | 9 |
DUALITY ADVISERS, LP | 4 | 1 | 0.03% | 0.28% | 0.60% | Q4 2018 | Q3 2023 | 9 |
Crew Capital Management, Ltd. | 5 | 1 | 0.23% | 0.39% | 0.64% | Q1 2021 | Q3 2023 | 9 |
CBIZ Investment Advisory Services, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2022 | 9 |
Ramsay, Stattman, Vela & Price, Inc. | 7 | 2 | 0.09% | 1.00% | 1.42% | Q2 2018 | Q3 2023 | 9 |
Five Oceans Advisors | 9 | 9 | 0.63% | 1.24% | 2.12% | Q3 2021 | Q3 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.84% | 1.12% | 1.47% | Q4 2020 | Q4 2022 | 9 |
PECONIC PARTNERS LLC | 5 | 1 | 0.02% | 1.42% | 10.56% | Q4 2019 | Q3 2023 | 9 |
swisspartners Ltd. | 9 | 9 | 1.11% | 3.15% | 5.69% | Q4 2020 | Q4 2022 | 9 |
Optiver Holding B.V. | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
BASSETT HARGROVE INVESTMENT COUNSEL, LLC | 5 | 4 | 2.93% | 4.13% | 5.06% | Q2 2021 | Q3 2023 | 9 |
Veritas Asset Management LLP | 9 | 9 | 4.48% | 5.64% | 7.20% | Q3 2021 | Q3 2023 | 9 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.30% | 1.21% | 1.63% | Q4 2021 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 1.08% | 4.19% | 6.69% | Q4 2019 | Q3 2023 | 9 |
Springhouse Capital Management, LP | 9 | 9 | 0.94% | 3.15% | 5.72% | Q1 2021 | Q1 2023 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.37% | 0.75% | 1.03% | Q4 2020 | Q4 2022 | 9 |
Caerus Investment Advisors, LLC | 8 | 8 | 0.49% | 0.79% | 1.99% | Q4 2021 | Q3 2023 | 9 |
LETKO, BROSSEAU & ASSOCIATES INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 0.44% | 0.78% | 1.24% | Q4 2021 | Q4 2023 | 9 |
Belmont Capital, LLC | 9 | 9 | 0.00% | 1.02% | 3.54% | Q3 2021 | Q3 2023 | 9 |
LSP Investment Advisors, LLC | 9 | 9 | 0.52% | 0.80% | 1.04% | Q3 2021 | Q3 2023 | 9 |
CARDEROCK CAPITAL MANAGEMENT INC | 7 | 2 | 0.07% | 0.32% | 0.54% | Q3 2019 | Q4 2021 | 9 |
Guidance Point Advisors, LLC | 7 | 2 | 0.08% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 9 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 9 | 9 | 0.22% | 0.40% | 0.89% | Q4 2021 | Q4 2023 | 9 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 9 | 9 | 0.21% | 0.27% | 0.39% | Q3 2021 | Q3 2023 | 9 |
SELDON CAPITAL LP | 8 | 8 | 0.24% | 0.57% | 1.43% | Q4 2021 | Q3 2023 | 9 |
Investment Management Corp of Ontario | 5 | 4 | 1.98% | 3.28% | 5.82% | Q4 2020 | Q3 2023 | 9 |
Newman & Schimel, LLC | 9 | 9 | 0.12% | 0.24% | 0.44% | Q4 2020 | Q4 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.46% | 0.61% | 0.80% | Q2 2013 | Q2 2015 | 9 |
VIVID FINANCIAL MANAGEMENT, INC. | 9 | 9 | 0.94% | 1.30% | 2.29% | Q4 2019 | Q4 2021 | 9 |
Crescent Park Management, L.P. | 6 | 3 | 1.47% | 3.15% | 4.97% | Q1 2020 | Q3 2023 | 9 |
Tatro Capital, LLC | 9 | 9 | 0.31% | 0.51% | 0.86% | Q1 2020 | Q1 2022 | 9 |
Walker Asset Management, LLC | 9 | 9 | 0.38% | 0.63% | 0.96% | Q4 2021 | Q4 2023 | 9 |
Monte Financial Group, LLC | 7 | 2 | 0.11% | 0.19% | 0.27% | Q3 2018 | Q3 2023 | 9 |
ASTURIAS CAPITAL LLC | 8 | 1 | 3.19% | 6.02% | 10.52% | Q4 2015 | Q4 2019 | 9 |
PARNASSUS INVESTMENTS, LLC | 5 | 4 | 0.00% | 1.88% | 4.00% | Q1 2020 | Q3 2023 | 9 |
Investment Counsel Inc. | 9 | 9 | 0.29% | 0.59% | 0.89% | Q1 2019 | Q1 2021 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.56% | 0.95% | 1.24% | Q3 2021 | Q3 2023 | 9 |
Agate Pass Investment Management, LLC | 9 | 9 | 0.26% | 0.38% | 0.46% | Q4 2021 | Q4 2023 | 9 |
Sanctuary Wealth Management, L.L.C. | 5 | 1 | 0.04% | 0.20% | 0.43% | Q1 2010 | Q3 2023 | 9 |
MA Private Wealth | 8 | 1 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q2 2023 | 9 |
Ascendant Capital Management, LLC | 5 | 4 | 1.94% | 2.96% | 5.90% | Q4 2020 | Q1 2023 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 0.63% | 1.36% | 2.21% | Q4 2020 | Q1 2023 | 9 |
Opera Trading Capital | 6 | 1 | 0.00% | 0.24% | 1.21% | Q4 2015 | Q3 2018 | 9 |
Castleview Partners, LLC | 4 | 1 | 0.00% | 1.25% | 2.36% | Q1 2018 | Q3 2023 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.41% | 2.40% | 4.09% | Q3 2020 | Q2 2023 | 9 |
626 Financial, LLC | 8 | 1 | 0.99% | 1.52% | 2.42% | Q1 2021 | Q3 2023 | 9 |
CALDWELL & ORKIN INC | 5 | 2 | 0.25% | 1.49% | 3.29% | Q2 2014 | Q2 2017 | 9 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 9 | 9 | 0.17% | 0.47% | 0.72% | Q4 2018 | Q4 2020 | 9 |
MIG Capital, LLC | 5 | 1 | 3.59% | 4.64% | 6.75% | Q2 2017 | Q3 2022 | 9 |
SIX COLUMNS CAPITAL, LP | 7 | 7 | 1.28% | 3.30% | 4.29% | Q4 2019 | Q2 2021 | 9 |
Cornerstone Financial Partners, LLC | 9 | 9 | 0.20% | 0.33% | 0.67% | Q4 2015 | Q4 2017 | 9 |
TWINBEECH CAPITAL LP | 4 | 1 | 0.04% | 0.48% | 1.38% | Q1 2020 | Q3 2023 | 9 |
Meru Capital Group, LP | 7 | 1 | 0.15% | 4.89% | 14.58% | Q2 2013 | Q3 2017 | 9 |
Columbia Pacific Advisors, LLC | 3 | 1 | 0.36% | 0.87% | 1.63% | Q2 2013 | Q4 2017 | 9 |
DIKER MANAGEMENT LLC | 4 | 1 | 0.38% | 1.44% | 2.27% | Q1 2016 | Q3 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.10% | 0.20% | 0.37% | Q1 2015 | Q1 2017 | 9 |
Schonfeld Group Holdings LLC | 6 | 3 | 0.62% | 3.83% | 10.93% | Q3 2013 | Q4 2015 | 9 |
Parametric Risk Advisors LLC | 6 | 3 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2016 | 9 |
JD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.13% | 5.98% | 28.20% | Q2 2013 | Q1 2020 | 9 |
Danda Trouve Investment Management, Inc. | 5 | 4 | 0.04% | 0.65% | 1.34% | Q4 2019 | Q2 2022 | 9 |
TAMRO Capital Partners LLC | 5 | 4 | 0.13% | 0.18% | 0.27% | Q2 2013 | Q3 2015 | 9 |
Blacksheep Fund Management Ltd | 9 | 9 | 8.09% | 12.19% | 19.48% | Q4 2019 | Q4 2021 | 9 |
TPB WEALTH ADVISORS | 9 | 9 | 0.12% | 0.24% | 0.40% | Q4 2020 | Q4 2022 | 9 |
CARLSON CAPITAL L P | 5 | 1 | 0.10% | 0.27% | 0.69% | Q2 2014 | Q4 2020 | 9 |
Faithward Advisors, LLC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q2 2023 | 9 |
Peloton Wealth Strategists | 9 | 9 | 0.14% | 1.44% | 2.25% | Q3 2021 | Q3 2023 | 9 |
Guardian Financial Partners, LLC | 8 | 8 | 0.01% | 0.47% | 1.43% | Q4 2021 | Q3 2023 | 9 |
Oder Investment Management, LLC | 6 | 3 | 3.35% | 4.44% | 5.85% | Q4 2020 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 1.65% | 2.31% | 2.89% | Q3 2021 | Q3 2023 | 9 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 8 | 1 | 1.35% | 2.71% | 5.08% | Q4 2020 | Q1 2023 | 9 |
Glaxis Capital Management, LLC | 3 | 1 | 1.38% | 7.87% | 15.60% | Q3 2013 | Q4 2020 | 9 |
Royal Harbor Partners, LLC | 8 | 1 | 0.47% | 1.61% | 1.90% | Q2 2020 | Q3 2022 | 9 |
Warren Street Wealth Advisors, LLC | 8 | 8 | 0.31% | 0.54% | 0.74% | Q4 2021 | Q3 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q4 2022 | 9 |
SteelBridge Private Wealth Advisors LLC | 9 | 9 | 0.52% | 1.54% | 3.57% | Q1 2016 | Q1 2018 | 9 |
McAlister, Sweet & Associates, Inc. | 9 | 9 | 0.33% | 0.79% | 1.38% | Q4 2021 | Q4 2023 | 9 |
Moab Capital Partners | 6 | 3 | 0.65% | 3.90% | 6.60% | Q4 2018 | Q3 2021 | 9 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 8 | 1 | 0.08% | 0.14% | 0.20% | Q3 2020 | Q3 2023 | 9 |
American Trust Investment Advisors, LLC | 8 | 1 | 0.12% | 0.14% | 0.17% | Q2 2020 | Q3 2023 | 9 |
Goodwin Investment Advisory | 9 | 9 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q4 2022 | 9 |
Waterfront Wealth Inc. | 9 | 9 | 0.10% | 0.42% | 0.60% | Q3 2021 | Q3 2023 | 9 |
FUNDSMITH INVESTMENT SERVICES LTD. | 8 | 8 | 2.51% | 3.80% | 5.16% | Q2 2021 | Q1 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.26% | 0.46% | 0.79% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 2.57% | 3.76% | 4.64% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.64% | 0.86% | 0.96% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.83% | 1.01% | 1.20% | Q4 2020 | Q3 2022 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.91% | 1.19% | 1.57% | Q4 2021 | Q3 2023 | 8 |
Voyager Global Management LP | 8 | 8 | 11.39% | 13.96% | 17.69% | Q4 2021 | Q3 2023 | 8 |
Bancreek Capital Management, LP | 8 | 8 | 4.14% | 5.07% | 6.27% | Q4 2021 | Q3 2023 | 8 |
South Shore Capital Advisors | 8 | 8 | 1.02% | 2.16% | 4.63% | Q4 2020 | Q3 2022 | 8 |
Goodman Advisory Group, LLC | 8 | 8 | 1.25% | 2.21% | 3.59% | Q4 2021 | Q3 2023 | 8 |
Del-Sette Capital Management, LLC | 8 | 8 | 0.37% | 1.09% | 2.50% | Q4 2021 | Q3 2023 | 8 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 8 | 8 | 1.20% | 7.36% | 15.25% | Q4 2021 | Q3 2023 | 8 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.42% | 0.63% | 0.77% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 1.42% | 1.92% | 2.23% | Q4 2021 | Q3 2023 | 8 |
Capitolis Advisors LLC | 8 | 8 | 0.02% | 3.87% | 5.46% | Q4 2020 | Q3 2022 | 8 |
TCG Advisors, LP | 7 | 7 | 0.14% | 0.82% | 1.16% | Q4 2018 | Q2 2020 | 8 |
Lodge Hill Capital, LLC | 3 | 1 | 1.74% | 2.93% | 6.09% | Q1 2016 | Q2 2021 | 8 |
Taylor Frigon Capital Management LLC | 7 | 1 | 1.22% | 1.91% | 2.60% | Q4 2014 | Q4 2017 | 8 |
Blooom, Inc. | 8 | 8 | 1.44% | 1.72% | 2.41% | Q4 2020 | Q3 2022 | 8 |
PECAUT & CO. | 4 | 1 | 0.14% | 0.23% | 0.29% | Q1 2018 | Q1 2021 | 8 |
Avant Capital LLC | 8 | 8 | 0.39% | 0.49% | 0.57% | Q4 2021 | Q3 2023 | 8 |
CrestPoint Capital Management, LLC | 8 | 8 | 0.52% | 0.66% | 1.10% | Q1 2016 | Q4 2017 | 8 |
Apertura Capital, LLC | 3 | 2 | 0.90% | 4.71% | 12.64% | Q2 2017 | Q4 2019 | 8 |
Ken Stern & Associates, Inc. | 8 | 8 | 0.27% | 0.40% | 0.63% | Q4 2016 | Q3 2018 | 8 |
Metis Global Partners, LLC | 8 | 8 | 2.04% | 2.70% | 3.63% | Q4 2021 | Q3 2023 | 8 |
Nishkama Capital, LLC | 2 | 1 | 0.98% | 4.10% | 9.38% | Q4 2019 | Q2 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.11% | 0.34% | 0.54% | Q4 2019 | Q3 2021 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.09% | 0.13% | 0.17% | Q1 2019 | Q4 2020 | 8 |
Sendero Wealth Management, LLC | 8 | 8 | 1.99% | 2.95% | 4.04% | Q4 2021 | Q3 2023 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 1.19% | 1.71% | 2.23% | Q4 2015 | Q3 2017 | 8 |
CONTINENTAL INVESTORS SERVICES, INC. | 8 | 8 | 0.83% | 1.18% | 1.54% | Q4 2021 | Q3 2023 | 8 |
LWM Advisory Services, LLC | 8 | 8 | 1.49% | 3.24% | 5.40% | Q4 2021 | Q3 2023 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.13% | 0.26% | 0.42% | Q2 2013 | Q1 2015 | 8 |
Perpetual Investment Management Ltd | 8 | 8 | 0.11% | 0.38% | 0.59% | Q1 2021 | Q4 2022 | 8 |
JUMP TRADING, LLC | 3 | 3 | 0.17% | 1.75% | 3.31% | Q2 2019 | Q4 2019 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.16% | 0.79% | 1.19% | Q4 2021 | Q3 2023 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q4 2014 | 8 |
Lake Hills Wealth Management, LLC | 8 | 8 | 0.62% | 0.91% | 1.24% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q4 2018 | 8 |
Hochman Cole Investment Advisors, Inc. | 8 | 8 | 0.19% | 0.38% | 0.52% | Q4 2019 | Q3 2021 | 8 |
Lattice Capital Management, LLC | 8 | 8 | 0.45% | 2.33% | 8.23% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.51% | 0.86% | 1.15% | Q4 2021 | Q3 2023 | 8 |
RESOURCE CONSULTING GROUP INC | 8 | 8 | 0.06% | 0.16% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Once Capital Management, LLC | 8 | 8 | 5.93% | 7.15% | 8.42% | Q4 2021 | Q3 2023 | 8 |
ASCEND CAPITAL, LLC | 8 | 8 | 0.45% | 1.04% | 2.07% | Q4 2016 | Q3 2018 | 8 |
CAMPBELL CAPITAL MANAGEMENT INC | 6 | 2 | 0.54% | 2.26% | 7.70% | Q4 2018 | Q1 2021 | 8 |
FNY Partners Fund LP | 6 | 6 | 0.00% | 0.18% | 1.15% | Q4 2016 | Q1 2018 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.76% | 1.06% | 1.67% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.11% | 0.17% | 0.24% | Q2 2013 | Q1 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.05% | 0.10% | 0.15% | Q2 2013 | Q1 2015 | 8 |
Signpost Capital Advisors, LP | 8 | 8 | 5.20% | 9.11% | 14.66% | Q4 2014 | Q3 2016 | 8 |
Diametric Capital, LP | 5 | 1 | 0.10% | 1.31% | 2.55% | Q4 2019 | Q3 2023 | 8 |
Sonen Capital LLC | 8 | 8 | 2.51% | 3.25% | 4.16% | Q4 2021 | Q3 2023 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.53% | 0.79% | 1.08% | Q4 2015 | Q3 2017 | 8 |
QUALCOMM INC/DE | 8 | 8 | 0.05% | 0.49% | 1.20% | Q2 2013 | Q1 2015 | 8 |
UNITED MARITIME CAPITAL LLC | 8 | 8 | 10.38% | 18.60% | 25.06% | Q4 2020 | Q3 2022 | 8 |
HONEYWELL INTERNATIONAL INC | 5 | 3 | 0.52% | 2.15% | 3.57% | Q2 2014 | Q4 2018 | 8 |
KAYS FINANCIAL ADVISORY CORP /ADV | 8 | 8 | 0.34% | 0.62% | 0.89% | Q4 2018 | Q3 2020 | 8 |
Hartford Funds Management Co LLC | 8 | 8 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
BBT Capital Management, LLC | 4 | 1 | 0.15% | 0.98% | 2.32% | Q2 2013 | Q4 2017 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 0.20% | 0.27% | 0.41% | Q4 2018 | Q3 2020 | 8 |
AI Financial Services LLC | 8 | 8 | 0.56% | 0.86% | 1.33% | Q4 2017 | Q3 2019 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.65% | 0.74% | 0.90% | Q2 2013 | Q1 2015 | 8 |
ARVEST TRUST CO N A | 8 | 8 | 0.08% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 8 | 8 | 0.82% | 1.14% | 1.61% | Q4 2016 | Q3 2018 | 8 |
New England Professional Planning Group Inc. | 4 | 1 | 0.16% | 0.33% | 0.58% | Q4 2017 | Q2 2021 | 8 |
Richmond Brothers, Inc. | 8 | 8 | 0.56% | 0.86% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Rock Point Advisors, LLC | 8 | 8 | 0.07% | 0.09% | 0.12% | Q2 2020 | Q1 2022 | 8 |
Nova R Wealth, Inc. | 8 | 8 | 1.33% | 1.94% | 2.92% | Q4 2021 | Q3 2023 | 8 |
Index Fund Advisors, Inc. | 8 | 8 | 0.07% | 0.19% | 0.45% | Q4 2021 | Q3 2023 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.01% | 0.10% | 0.34% | Q4 2019 | Q3 2023 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.08% | 0.17% | 0.36% | Q4 2021 | Q3 2023 | 8 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 8 | 8 | 8.87% | 10.67% | 11.42% | Q4 2017 | Q3 2019 | 8 |
Rinkey Investments | 8 | 8 | 0.16% | 0.35% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Divergent Planning, LLC | 6 | 2 | 0.12% | 0.20% | 0.26% | Q4 2020 | Q3 2023 | 8 |
Argyle Capital Management Inc. | 8 | 8 | 0.08% | 0.08% | 0.10% | Q2 2020 | Q1 2022 | 8 |
SEARCY FINANCIAL SERVICES INC /ADV | 4 | 1 | 0.12% | 2.44% | 5.31% | Q3 2020 | Q3 2023 | 8 |
OUTFITTER ADVISORS, LTD. | 8 | 8 | 0.09% | 0.63% | 1.03% | Q3 2016 | Q2 2018 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.07% | 0.14% | 0.23% | Q1 2014 | Q4 2015 | 8 |
PFS Partners, LLC | 8 | 8 | 0.17% | 0.23% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.56% | 0.74% | 1.04% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.46% | 0.63% | 0.84% | Q4 2021 | Q3 2023 | 8 |
CJM Wealth Advisers, Ltd. | 8 | 8 | 0.31% | 0.52% | 0.82% | Q4 2021 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.36% | 1.54% | 3.67% | Q4 2021 | Q3 2023 | 8 |
Orbitronix, LP | 3 | 1 | 0.96% | 1.57% | 2.38% | Q4 2014 | Q4 2016 | 8 |
ARROWGRASS CAPITAL PARTNERS LLP | 4 | 4 | 1.36% | 12.37% | 26.95% | Q2 2013 | Q3 2017 | 8 |
Winthrop Partners - WNY, LLC | 8 | 8 | 0.11% | 0.22% | 0.29% | Q4 2017 | Q3 2019 | 8 |
LBA Wealth Management, LLC | 8 | 8 | 0.01% | 0.16% | 0.24% | Q2 2015 | Q1 2017 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 2.35% | 3.01% | 3.47% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.60% | 1.09% | 1.58% | Q4 2014 | Q3 2016 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.34% | 0.50% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Bensler, LLC | 8 | 8 | 1.00% | 1.30% | 1.52% | Q4 2021 | Q3 2023 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 1.56% | 4.28% | 5.93% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.08% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Hofer & Associates. Inc | 8 | 8 | 0.97% | 1.30% | 1.55% | Q4 2021 | Q3 2023 | 8 |
Morningstar Investment Management LLC | 8 | 8 | 1.60% | 3.15% | 5.94% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.17% | 0.24% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Global Thematic Partners, LLC | 7 | 1 | 1.14% | 2.60% | 4.62% | Q1 2014 | Q1 2020 | 8 |
Premier Fund Managers Ltd | 4 | 1 | 0.12% | 1.08% | 2.40% | Q2 2019 | Q2 2023 | 8 |
Hillhouse Capital Management | 4 | 4 | 0.17% | 0.85% | 2.61% | Q1 2017 | Q2 2019 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2015 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.13% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.97% | 1.62% | 2.25% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.65% | 1.15% | 1.41% | Q4 2021 | Q3 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.08% | 0.47% | 1.08% | Q1 2020 | Q3 2023 | 8 |
TOMS Capital Investment Management LP | 6 | 2 | 1.90% | 4.19% | 6.24% | Q4 2020 | Q3 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.32% | 0.55% | 1.09% | Q4 2021 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 1.24% | 1.89% | 2.79% | Q4 2021 | Q3 2023 | 8 |
Tevis Investment Management | 8 | 8 | 0.36% | 0.42% | 0.48% | Q4 2021 | Q3 2023 | 8 |
RETIREMENT GUYS FORMULA LLC | 8 | 8 | 0.24% | 0.71% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 0.12% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Presidio Capital Management, LLC | 8 | 8 | 0.50% | 0.75% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Astoria Portfolio Advisors LLC. | 8 | 8 | 0.41% | 0.54% | 0.69% | Q4 2021 | Q3 2023 | 8 |
W ADVISORS, LLC | 8 | 8 | 0.42% | 0.62% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 6.34% | 7.79% | 9.34% | Q4 2021 | Q3 2023 | 8 |
Finer Wealth Management, Inc. | 8 | 8 | 2.81% | 3.78% | 4.51% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 2.58% | 3.15% | 3.54% | Q4 2021 | Q3 2023 | 8 |
AlphaOne Investment Services, LLC | 2 | 1 | 0.01% | 0.82% | 3.62% | Q3 2014 | Q2 2020 | 8 |
Jeneq Management LP | 5 | 1 | 3.21% | 6.30% | 8.77% | Q4 2019 | Q1 2022 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 0.32% | 0.47% | 0.62% | Q4 2021 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.44% | 0.64% | 0.95% | Q4 2021 | Q3 2023 | 8 |
Asset Management Resources, LLC | 8 | 8 | 0.29% | 0.41% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Voleon Capital Management LP | 5 | 1 | 2.61% | 10.83% | 24.51% | Q4 2018 | Q3 2021 | 8 |
Heritage Financial Services, LLC | 8 | 8 | 0.10% | 0.31% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.27% | 0.35% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.44% | 0.59% | 0.77% | Q4 2021 | Q3 2023 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 0.30% | 0.66% | 1.30% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 1.24% | 1.70% | 2.07% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.17% | 0.86% | 2.90% | Q4 2021 | Q3 2023 | 8 |
NUANCE INVESTMENTS, LLC | 7 | 1 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 8 |
LIBRA WEALTH LLC | 8 | 8 | 0.02% | 0.50% | 0.76% | Q4 2021 | Q3 2023 | 8 |
TRIAD FINANCIAL ADVISORS, INC. | 8 | 8 | 0.15% | 0.35% | 1.04% | Q4 2021 | Q3 2023 | 8 |
Objective Capital Management, LLC | 8 | 8 | 1.27% | 1.67% | 1.90% | Q4 2021 | Q3 2023 | 8 |
West Wealth Group, LLC | 8 | 8 | 0.37% | 0.57% | 0.74% | Q4 2021 | Q3 2023 | 8 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 8 | 8 | 2.20% | 3.01% | 3.88% | Q4 2021 | Q3 2023 | 8 |
MAYPORT, LLC | 8 | 8 | 0.57% | 0.77% | 1.11% | Q4 2021 | Q3 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 1.36% | 1.88% | 2.58% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.05% | 0.14% | Q1 2017 | Q1 2023 | 8 |
Greenspring Advisors, LLC | 8 | 8 | 0.17% | 0.39% | 0.79% | Q4 2021 | Q3 2023 | 8 |
KilterHowling LLC | 8 | 8 | 0.48% | 0.64% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 1.10% | 2.05% | 3.00% | Q4 2021 | Q3 2023 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 1.34% | 1.98% | 2.77% | Q4 2021 | Q3 2023 | 8 |
LOWERY THOMAS, LLC | 8 | 8 | 0.29% | 0.40% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Fortune 45 LLC | 8 | 8 | 1.26% | 1.68% | 1.93% | Q4 2021 | Q3 2023 | 8 |
Montz Harcus Wealth Management LLC | 8 | 8 | 1.82% | 2.53% | 3.19% | Q4 2021 | Q3 2023 | 8 |
HS Management Partners, LLC | 6 | 1 | 1.19% | 2.29% | 4.54% | Q1 2015 | Q2 2021 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.44% | 0.65% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Mason & Associates Inc | 8 | 8 | 0.35% | 0.50% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.41% | 0.51% | 0.57% | Q4 2021 | Q3 2023 | 8 |
IMC-Chicago, LLC | 3 | 2 | 0.08% | 1.80% | 7.28% | Q2 2019 | Q1 2022 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.59% | 0.73% | 0.89% | Q4 2021 | Q3 2023 | 8 |
HHLR ADVISORS, LTD. | 6 | 1 | 0.07% | 0.61% | 2.28% | Q3 2019 | Q3 2023 | 8 |
Clay Northam Wealth Management, LLC | 8 | 8 | 5.09% | 6.91% | 8.62% | Q4 2021 | Q3 2023 | 8 |
Total Wealth Planning, LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 0.33% | 0.47% | 0.56% | Q4 2021 | Q3 2023 | 8 |
apricus wealth, LLC | 8 | 8 | 0.20% | 0.35% | 0.58% | Q4 2021 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.72% | 1.12% | 1.37% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.41% | 0.65% | 1.43% | Q4 2021 | Q3 2023 | 8 |
COMMONS CAPITAL, LLC | 8 | 8 | 4.82% | 5.97% | 6.54% | Q4 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 1.45% | 1.72% | 2.05% | Q4 2021 | Q3 2023 | 8 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 1.16% | 1.58% | Q4 2021 | Q3 2023 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.77% | 1.04% | 1.28% | Q4 2021 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 1.01% | 1.34% | 1.60% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.41% | 0.67% | 1.07% | Q4 2021 | Q3 2023 | 8 |
McDonough Capital Management, Inc | 8 | 8 | 11.06% | 14.06% | 16.81% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.84% | 1.22% | 1.47% | Q4 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 0.31% | 0.46% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.21% | 0.35% | 0.61% | Q4 2021 | Q3 2023 | 8 |
BetterWealth, LLC | 8 | 8 | 0.17% | 0.34% | 0.73% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 5.17% | 5.99% | 6.76% | Q4 2021 | Q3 2023 | 8 |
Family CFO Inc | 8 | 8 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.36% | 0.79% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Cladis Investment Advisory, LLC | 8 | 8 | 1.61% | 2.16% | 3.04% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 3.08% | 3.90% | 4.62% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 1.90% | 2.65% | 3.48% | Q4 2021 | Q3 2023 | 8 |
PA Capital LLC | 8 | 8 | 1.62% | 1.99% | 2.44% | Q4 2018 | Q3 2020 | 8 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.21% | 2.04% | 8.76% | Q4 2021 | Q3 2023 | 8 |
Signition LP | 8 | 8 | 0.26% | 1.77% | 2.95% | Q1 2018 | Q4 2019 | 8 |
ETF Store, Inc. | 8 | 8 | 0.23% | 0.26% | 0.30% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 1.08% | 1.56% | 1.89% | Q4 2021 | Q3 2023 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.90% | 1.17% | 1.44% | Q4 2021 | Q3 2023 | 8 |
Carroll Investors, Inc | 8 | 8 | 2.86% | 5.41% | 8.41% | Q4 2021 | Q3 2023 | 8 |
Voit & Company, LLC | 8 | 8 | 2.74% | 4.05% | 6.85% | Q4 2018 | Q3 2020 | 8 |
JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 8 | 8 | 15.09% | 19.75% | 24.63% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 1.94% | 2.79% | 3.35% | Q4 2021 | Q3 2023 | 8 |
Forbes Financial Planning, Inc. | 8 | 8 | 0.30% | 0.44% | 0.59% | Q4 2021 | Q3 2023 | 8 |
LGT Fund Management Co Ltd. | 8 | 8 | 1.05% | 2.20% | 2.97% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 2.67% | 3.56% | 4.72% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.29% | 0.37% | 0.54% | Q4 2021 | Q3 2023 | 8 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 8 | 8 | 0.39% | 0.54% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Merlin Capital, Inc | 8 | 8 | 0.86% | 1.47% | 2.45% | Q4 2021 | Q3 2023 | 8 |
JACKSON HILL ADVISORS, LLC | 8 | 8 | 9.61% | 12.07% | 14.25% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.11% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.70% | 1.90% | 2.38% | Q4 2021 | Q3 2023 | 8 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.18% | 0.30% | 0.45% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.90% | 1.14% | 1.41% | Q4 2021 | Q3 2023 | 8 |
Seaport Global Advisors, LLC | 8 | 8 | 0.99% | 2.41% | 5.10% | Q4 2021 | Q3 2023 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 1.37% | 1.93% | 2.44% | Q4 2021 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.24% | 0.65% | 1.44% | Q4 2021 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 5.73% | 7.14% | 9.05% | Q4 2021 | Q3 2023 | 8 |
Benchmark Investment Advisors LLC | 8 | 8 | 1.86% | 2.46% | 2.96% | Q4 2021 | Q3 2023 | 8 |
Planning Center, Inc. | 8 | 8 | 0.28% | 1.22% | 5.12% | Q4 2021 | Q3 2023 | 8 |
KRS Capital Management, LLC | 8 | 8 | 0.43% | 0.56% | 0.74% | Q4 2021 | Q3 2023 | 8 |
G2 CAPITAL MANAGEMENT, LLC / OH | 8 | 8 | 0.26% | 0.45% | 0.65% | Q4 2021 | Q3 2023 | 8 |
IndexIQ Advisors LLC | 5 | 1 | 0.01% | 0.13% | 0.41% | Q4 2019 | Q1 2022 | 8 |
VANCE WEALTH, INC. | 8 | 8 | 0.34% | 0.55% | 0.89% | Q4 2021 | Q3 2023 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.88% | 1.32% | 1.54% | Q4 2021 | Q3 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.48% | 0.70% | 0.82% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.88% | 1.24% | 1.65% | Q4 2021 | Q3 2023 | 8 |
Horizon Family Wealth, Inc. | 8 | 8 | 0.23% | 0.42% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Bryant Woods Investment Advisors, LLC | 8 | 8 | 0.57% | 0.68% | 0.94% | Q4 2021 | Q3 2023 | 8 |
Red Tortoise LLC | 4 | 4 | 0.26% | 0.37% | 0.50% | Q3 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.29% | 0.59% | 1.18% | Q4 2021 | Q3 2023 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 2.08% | 2.99% | 4.34% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.54% | 0.74% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Tolleson Wealth Management, Inc. | 8 | 8 | 0.09% | 0.27% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Kellett Wealth Advisors, LLC | 8 | 8 | 0.43% | 0.69% | 0.95% | Q4 2021 | Q3 2023 | 8 |
683 Capital Management, LLC | 8 | 8 | 0.98% | 1.87% | 2.77% | Q1 2020 | Q4 2021 | 8 |
First International Bank & Trust | 8 | 8 | 0.13% | 0.23% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Intrinsic Value Partners, LLC | 8 | 8 | 0.58% | 0.75% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Archon Capital Management LLC | 7 | 1 | 0.47% | 3.39% | 6.70% | Q4 2016 | Q4 2018 | 8 |
OptiFour Integrated Wealth Management, LLC | 8 | 8 | 0.20% | 0.25% | 0.33% | Q1 2018 | Q4 2019 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.83% | 1.21% | 1.49% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.44% | 0.55% | 0.63% | Q4 2021 | Q3 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 1.61% | 2.04% | 2.53% | Q4 2021 | Q3 2023 | 8 |
Blackstone Inc. | 5 | 1 | 0.08% | 0.24% | 0.51% | Q3 2015 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
COOK WEALTH MANAGEMENT GROUP LLC | 8 | 8 | 0.25% | 0.31% | 0.40% | Q4 2021 | Q3 2023 | 8 |
MONOGRAPH WEALTH ADVISORS, LLC | 8 | 8 | 0.32% | 0.50% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Chemistry Wealth Management LLC | 8 | 8 | 0.52% | 1.20% | 1.74% | Q4 2021 | Q3 2023 | 8 |
Archvest Wealth Advisors, Inc. | 8 | 8 | 0.40% | 0.50% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Ameliora Wealth Management Ltd. | 8 | 8 | 0.02% | 0.37% | 0.64% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.55% | 0.81% | 1.09% | Q4 2021 | Q3 2023 | 8 |
DIXON FNANCIAL SERVICES, INC. | 8 | 8 | 0.96% | 1.44% | 2.00% | Q4 2021 | Q3 2023 | 8 |
GREENUP STREET WEALTH MANAGEMENT LLC | 8 | 8 | 0.17% | 0.64% | 1.11% | Q4 2021 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.80% | 1.11% | 1.39% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 0.36% | 0.57% | 0.74% | Q4 2021 | Q3 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 0.31% | 0.45% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Arrow Capital Management, LLC | 8 | 8 | 7.31% | 10.36% | 13.96% | Q4 2020 | Q3 2022 | 8 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 1 | 0.20% | 0.80% | 1.78% | Q1 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 2.24% | 3.13% | 3.69% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.09% | 0.21% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 0.81% | 1.32% | 2.00% | Q4 2021 | Q3 2023 | 8 |
New Millennium Group LLC | 8 | 8 | 0.44% | 0.65% | 0.94% | Q4 2021 | Q3 2023 | 8 |
PRIMORIS WEALTH ADVISORS, LLC | 8 | 8 | 0.47% | 0.86% | 1.98% | Q4 2021 | Q3 2023 | 8 |
ALPHASIMPLEX GROUP, LLC | 8 | 8 | 0.63% | 0.97% | 1.77% | Q2 2020 | Q1 2022 | 8 |
Franklin Street Capital Partners, LLC | 6 | 2 | 0.39% | 6.49% | 15.43% | Q4 2019 | Q4 2021 | 8 |
Disciplined Equity Management, Inc. | 8 | 8 | 0.14% | 0.22% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Insight Inv LLC | 8 | 8 | 0.56% | 1.20% | 2.36% | Q4 2021 | Q3 2023 | 8 |
HERBST GROUP, LLC | 8 | 8 | 2.33% | 2.78% | 3.13% | Q4 2021 | Q3 2023 | 8 |
JOURNEY STRATEGIC WEALTH LLC | 8 | 8 | 0.17% | 0.28% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.38% | 0.55% | 0.78% | Q4 2021 | Q3 2023 | 8 |
BWCP, LP | 8 | 8 | 4.20% | 5.98% | 6.82% | Q4 2021 | Q3 2023 | 8 |
SOUTHERN CAPITAL ADVISORS, LLC | 8 | 8 | 0.21% | 0.44% | 1.19% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.60% | 0.96% | 1.18% | Q4 2021 | Q3 2023 | 8 |
CONSILIO WEALTH ADVISORS, LLC | 8 | 8 | 0.77% | 1.98% | 3.34% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.04% | 0.09% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.25% | 0.34% | 0.46% | Q4 2021 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.92% | 1.22% | 1.42% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.33% | 0.51% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Gouws Capital LLC | 8 | 8 | 2.74% | 3.68% | 4.29% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 5.37% | 6.66% | 8.20% | Q4 2021 | Q3 2023 | 8 |
Echo45 Advisors LLC | 8 | 8 | 0.56% | 0.87% | 1.55% | Q4 2021 | Q3 2023 | 8 |
YARGER WEALTH STRATEGIES, LLC | 8 | 8 | 2.38% | 3.39% | 5.00% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.61% | 0.96% | 1.31% | Q4 2021 | Q3 2023 | 8 |
AHL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.36% | 1.42% | 2.00% | Q4 2021 | Q3 2023 | 8 |
Alapocas Investment Partners, Inc. | 8 | 8 | 6.26% | 7.51% | 8.40% | Q4 2021 | Q3 2023 | 8 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 8 | 8 | 1.30% | 1.76% | 2.24% | Q4 2021 | Q3 2023 | 8 |
In-Depth Partners, LLC | 8 | 8 | 4.95% | 5.85% | 6.70% | Q4 2021 | Q3 2023 | 8 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.34% | 0.53% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.94% | 1.31% | 1.64% | Q4 2021 | Q3 2023 | 8 |
Fox Point Capital Management LLC | 3 | 2 | 2.66% | 5.85% | 15.17% | Q2 2013 | Q3 2016 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.78% | 1.10% | 1.63% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.95% | 1.25% | 1.54% | Q4 2021 | Q3 2023 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 0.71% | 1.20% | 2.07% | Q4 2021 | Q3 2023 | 8 |
UNIONVIEW, LLC | 8 | 8 | 1.32% | 1.89% | 2.49% | Q4 2021 | Q3 2023 | 8 |
MILLER WEALTH ADVISORS, LLC | 8 | 8 | 0.22% | 26.12% | 37.36% | Q4 2021 | Q3 2023 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q2 2023 | 8 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 0.26% | 0.31% | 0.35% | Q4 2021 | Q3 2023 | 8 |
BLODGETT WEALTH ADVISORS, LLC | 8 | 8 | 3.52% | 4.66% | 5.81% | Q4 2021 | Q3 2023 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 2.66% | 3.15% | 3.82% | Q4 2021 | Q3 2023 | 8 |
Phraction Management LLC | 8 | 8 | 6.73% | 7.51% | 8.82% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.30% | 0.66% | 0.99% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.76% | 1.33% | 2.08% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.62% | 0.92% | 1.13% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.54% | 0.95% | 2.46% | Q4 2021 | Q3 2023 | 8 |
GPM Growth Investors, Inc. | 8 | 8 | 1.62% | 2.76% | 3.48% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 2.61% | 3.64% | 4.17% | Q4 2021 | Q3 2023 | 8 |
Employers Holdings, Inc. | 8 | 8 | 1.55% | 2.96% | 4.52% | Q2 2019 | Q1 2021 | 8 |
Provident Investment Management, Inc. | 7 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.23% | 0.33% | 0.44% | Q4 2021 | Q3 2023 | 8 |
PYA Waltman Capital, LLC | 8 | 8 | 0.09% | 2.41% | 3.31% | Q4 2021 | Q3 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.32% | 0.60% | 1.12% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 2.79% | 3.65% | 4.46% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.12% | 0.16% | 0.24% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.34% | 0.49% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.01% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Elefante Mark B | 8 | 8 | 0.91% | 2.37% | 4.00% | Q3 2018 | Q2 2020 | 8 |
MKT Advisors LLC | 8 | 8 | 0.62% | 0.74% | 0.86% | Q4 2021 | Q3 2023 | 8 |
First Citizens Financial Corp | 8 | 8 | 0.16% | 0.36% | 0.56% | Q2 2020 | Q1 2022 | 8 |
JOHN G ULLMAN & ASSOCIATES INC | 7 | 1 | 0.05% | 0.79% | 1.56% | Q3 2020 | Q3 2023 | 8 |
Peterson Wealth Services | 8 | 8 | 1.33% | 2.63% | 5.21% | Q4 2021 | Q3 2023 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 0.78% | 1.30% | 1.88% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.01% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Visium Asset Management, LP | 5 | 2 | 0.02% | 0.10% | 0.21% | Q2 2013 | Q4 2015 | 8 |
Blue Whale Capital LLP | 8 | 8 | 2.40% | 5.07% | 7.37% | Q4 2019 | Q3 2021 | 8 |
BAYSHORE ASSET MANAGEMENT, LLC | 8 | 8 | 0.31% | 0.51% | 1.00% | Q4 2021 | Q3 2023 | 8 |
OLIO Financial Planning | 8 | 8 | 0.20% | 0.31% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Lynch Asset Management, Inc. | 8 | 8 | 3.08% | 3.73% | 4.39% | Q4 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.55% | 1.07% | 1.43% | Q4 2021 | Q3 2023 | 8 |
Gardiner Nancy B | 8 | 8 | 2.71% | 3.24% | 4.27% | Q3 2018 | Q2 2020 | 8 |
China Universal Asset Management Co., Ltd. | 8 | 8 | 4.28% | 5.28% | 6.24% | Q4 2021 | Q3 2023 | 8 |
Eagle Bluffs Wealth Management LLC | 8 | 8 | 0.45% | 0.80% | 1.10% | Q4 2021 | Q3 2023 | 8 |
LOCKERMAN FINANCIAL GROUP, INC. | 8 | 8 | 0.88% | 1.17% | 1.40% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.15% | 0.25% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Steward Financial Group LLC | 8 | 8 | 0.19% | 0.30% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 11.11% | 14.13% | 16.65% | Q4 2021 | Q3 2023 | 8 |
Aspire Capital Advisors LLC | 8 | 8 | 0.94% | 2.04% | 6.32% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.56% | 2.30% | 4.54% | Q4 2021 | Q3 2023 | 8 |
SENTINEL PENSION ADVISORS INC | 3 | 1 | 0.06% | 0.10% | 0.20% | Q3 2020 | Q3 2023 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.12% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 0.18% | 0.25% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Conrad Siegel Investment Advisors, Inc. | 8 | 8 | 0.69% | 1.28% | 2.02% | Q4 2021 | Q3 2023 | 8 |
Scott Capital Advisors, LLC | 8 | 8 | 0.18% | 0.27% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 6.35% | 7.22% | 7.78% | Q4 2021 | Q3 2023 | 8 |
Shearwater Capital LLC | 8 | 8 | 1.20% | 1.68% | 2.13% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.94% | 2.24% | 3.01% | Q4 2021 | Q3 2023 | 8 |
CAPITAL PERFORMANCE ADVISORS LLP | 8 | 8 | 0.54% | 0.83% | 1.70% | Q4 2021 | Q3 2023 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.49% | 1.18% | 2.85% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.29% | 0.44% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Morling Financial Advisors, LLC | 8 | 8 | 0.71% | 0.89% | 1.22% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.35% | 0.51% | 0.77% | Q4 2021 | Q3 2023 | 8 |
MENTA CAPITAL LLC | 5 | 1 | 0.03% | 0.22% | 0.49% | Q4 2015 | Q2 2019 | 8 |
CLARIS ADVISORS, LLC / MO / | 8 | 8 | 0.21% | 0.40% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.30% | 0.41% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Consilium Wealth Advisory, LLC | 8 | 8 | 1.04% | 1.81% | 2.30% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 1.91% | 2.53% | 3.05% | Q4 2021 | Q3 2023 | 8 |
FOREFRONT WEALTH MANAGEMENT INC. | 8 | 8 | 4.09% | 5.80% | 6.92% | Q4 2021 | Q3 2023 | 8 |
Legacy CG, LLC | 8 | 8 | 2.54% | 3.10% | 3.88% | Q4 2021 | Q3 2023 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.65% | 0.94% | 1.14% | Q4 2021 | Q3 2023 | 8 |
Manhattan West Asset Management, LLC | 8 | 8 | 0.78% | 1.29% | 2.13% | Q4 2021 | Q3 2023 | 8 |
White Knight Strategic Wealth Advisors, LLC | 8 | 8 | 4.12% | 5.39% | 6.25% | Q4 2021 | Q3 2023 | 8 |
Evergreen Wealth Solutions, LLC | 8 | 8 | 1.32% | 1.58% | 1.83% | Q4 2021 | Q3 2023 | 8 |
AVAII WEALTH MANAGEMENT, LLC | 8 | 8 | 0.58% | 0.84% | 1.02% | Q4 2021 | Q3 2023 | 8 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 2 | 1 | 0.00% | 0.20% | 0.71% | Q4 2017 | Q4 2021 | 8 |
Cadent Capital Advisors, LLC | 6 | 2 | 0.09% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.18% | 0.31% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Wick Capital Partners, LLC | 8 | 8 | 0.14% | 0.35% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Kolinsky Wealth Management, LLC | 8 | 8 | 2.02% | 2.81% | 3.20% | Q4 2021 | Q3 2023 | 8 |
Royal Capital Wealth Management, LLC | 8 | 8 | 1.03% | 2.00% | 3.17% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.62% | 1.06% | 1.49% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 1.30% | 1.83% | 2.36% | Q4 2021 | Q3 2023 | 8 |
DOPKINS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.19% | 0.25% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Martin Capital Advisors, LLP | 8 | 8 | 0.27% | 0.34% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Buttonwood Financial Advisors Inc. | 8 | 8 | 1.00% | 1.56% | 1.94% | Q4 2021 | Q3 2023 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 1.16% | 2.33% | 3.41% | Q4 2021 | Q3 2023 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 0.47% | 0.74% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Highlander Partners, L.P. | 8 | 8 | 11.06% | 12.97% | 14.93% | Q4 2021 | Q3 2023 | 8 |
Highview Capital Management LLC/DE/ | 8 | 8 | 1.06% | 1.89% | 2.71% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.52% | 0.70% | 0.83% | Q4 2021 | Q3 2023 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 0.23% | 0.52% | 0.86% | Q4 2021 | Q3 2023 | 8 |
COLUMBIA ADVISORY PARTNERS LLC | 8 | 8 | 0.63% | 1.07% | 1.54% | Q4 2021 | Q3 2023 | 8 |
ML & R WEALTH MANAGEMENT LLC | 8 | 8 | 0.07% | 0.13% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 1.96% | 2.73% | 3.30% | Q4 2021 | Q3 2023 | 8 |
BlackDiamond Wealth Management, LLC | 8 | 8 | 0.55% | 0.79% | 1.10% | Q4 2021 | Q3 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.91% | 1.32% | 1.78% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 4.27% | 6.35% | 8.69% | Q4 2021 | Q3 2023 | 8 |
INTEGRAL INVESTMENT ADVISORS, INC. | 8 | 8 | 0.36% | 0.56% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Austin Asset Management Co Inc | 8 | 8 | 0.17% | 0.23% | 0.31% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.48% | 0.87% | 1.71% | Q4 2021 | Q3 2023 | 8 |
Numeric Investors LLC | 4 | 2 | 0.01% | 0.12% | 0.38% | Q3 2015 | Q4 2017 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.85% | 1.20% | 1.65% | Q4 2021 | Q4 2023 | 8 |
Lane Generational LLC | 8 | 8 | 4.62% | 5.79% | 7.24% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.52% | 0.74% | 1.33% | Q4 2021 | Q3 2023 | 8 |
CHANNING GLOBAL ADVISORS, LLC | 8 | 8 | 3.63% | 4.19% | 4.85% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.13% | 1.86% | 2.75% | Q4 2021 | Q3 2023 | 8 |
Vahanian & Associates Financial Planning Inc. | 8 | 8 | 2.70% | 3.73% | 4.61% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.20% | 0.30% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.16% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Geometric Wealth Advisors | 8 | 8 | 0.22% | 0.59% | 2.64% | Q4 2021 | Q3 2023 | 8 |
Carmel Capital Partners, LLC | 8 | 8 | 0.34% | 0.52% | 0.73% | Q4 2021 | Q3 2023 | 8 |
Vise Technologies, Inc. | 8 | 8 | 0.57% | 1.13% | 1.54% | Q4 2021 | Q3 2023 | 8 |
Horizon Wealth Management, LLC | 8 | 8 | 0.50% | 1.48% | 5.32% | Q4 2021 | Q3 2023 | 8 |
Cross Staff Investments Inc | 8 | 8 | 2.59% | 3.52% | 4.44% | Q4 2021 | Q3 2023 | 8 |
Scarborough Advisors, LLC | 8 | 8 | 0.26% | 0.37% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 2.21% | 2.75% | 3.11% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.74% | 1.10% | 1.45% | Q4 2021 | Q3 2023 | 8 |
Charles Carroll Financial Partners, LLC | 8 | 8 | 0.66% | 2.87% | 7.50% | Q4 2021 | Q3 2023 | 8 |
TrueWealth Advisors, LLC | 8 | 8 | 0.15% | 0.23% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Crow's Nest Holdings LP | 8 | 8 | 10.83% | 20.29% | 25.69% | Q4 2021 | Q3 2023 | 8 |
Wayfinding Financial, LLC | 8 | 8 | 0.58% | 0.65% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Praetorian Wealth Management, Inc. | 6 | 2 | 0.08% | 0.14% | 0.18% | Q2 2020 | Q4 2022 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 1.08% | 1.41% | 1.60% | Q4 2021 | Q3 2023 | 8 |
SBB Research Group LLC | 8 | 8 | 0.17% | 0.59% | 1.12% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.38% | 0.52% | 0.66% | Q1 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.84% | 1.14% | 1.37% | Q4 2021 | Q3 2023 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.63% | 0.86% | 1.55% | Q4 2021 | Q3 2023 | 8 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 6 | 2 | 0.07% | 0.14% | 0.32% | Q2 2021 | Q3 2023 | 8 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 8 | 8 | 0.50% | 0.78% | 1.17% | Q4 2021 | Q3 2023 | 8 |
DMC Group, LLC | 8 | 8 | 0.92% | 1.27% | 1.50% | Q4 2021 | Q3 2023 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.69% | 0.78% | 0.88% | Q2 2013 | Q1 2015 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 1.21% | 1.58% | 2.20% | Q4 2021 | Q3 2023 | 8 |
Tanager Wealth Management LLP | 8 | 8 | 0.28% | 0.42% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Octahedron Capital Management L.P. | 8 | 8 | 9.31% | 19.48% | 32.25% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.25% | 0.39% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 1.11% | 1.68% | 2.43% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 0.14% | 0.44% | 0.66% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.24% | 0.35% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Iyo Bank, Ltd. | 8 | 8 | 2.22% | 3.75% | 4.86% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.03% | 0.09% | 0.21% | Q3 2021 | Q3 2023 | 8 |
Maxi Investments CY Ltd | 8 | 8 | 2.36% | 4.45% | 7.30% | Q4 2021 | Q3 2023 | 8 |
ARS Wealth Advisors Group, LLC | 6 | 2 | 1.23% | 2.11% | 2.74% | Q3 2021 | Q3 2023 | 8 |
Union Investments & Development Ltd. | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 1.90% | 2.67% | 3.95% | Q1 2021 | Q3 2023 | 8 |
Lifeworks Advisors, LLC | 8 | 8 | 0.16% | 0.46% | 1.12% | Q4 2021 | Q3 2023 | 8 |
Financial Planning & Information Services, Inc. | 3 | 2 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 8 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.00% | 0.04% | 0.09% | Q3 2013 | Q4 2022 | 8 |
TMD Wealth Management, LLC | 4 | 1 | 0.09% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.17% | 0.33% | 0.53% | Q4 2021 | Q3 2023 | 8 |
TKG Advisors, LLC | 8 | 8 | 0.23% | 0.64% | 1.29% | Q4 2021 | Q3 2023 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.27% | 0.70% | 1.42% | Q4 2021 | Q3 2023 | 8 |
Precision Wealth Strategies, LLC | 8 | 8 | 0.20% | 0.59% | 1.15% | Q4 2020 | Q3 2022 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 1.93% | 2.40% | 2.70% | Q4 2021 | Q3 2023 | 8 |
P.R. Herzig & Co. Inc. | 8 | 8 | 0.62% | 1.48% | 2.94% | Q3 2016 | Q2 2018 | 8 |
Grand Central Investment Group | 8 | 8 | 0.34% | 0.39% | 0.44% | Q4 2020 | Q3 2022 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 1.16% | 1.84% | 2.34% | Q4 2021 | Q3 2023 | 8 |
CenterBook Partners LP | 8 | 8 | 0.91% | 1.41% | 2.01% | Q4 2021 | Q3 2023 | 8 |
APOGEM CAPITAL LLC | 8 | 8 | 0.70% | 1.12% | 1.65% | Q4 2020 | Q3 2022 | 8 |
Greystone Financial Group, LLC | 8 | 8 | 0.13% | 0.38% | 0.62% | Q4 2021 | Q3 2023 | 8 |
CV Advisors LLC | 8 | 8 | 2.91% | 3.70% | 4.20% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors, Inc. | 8 | 8 | 0.18% | 0.32% | 0.52% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.53% | 1.02% | 2.09% | Q4 2020 | Q3 2022 | 8 |
Sageworth Trust Co of South Dakota | 8 | 8 | 3.16% | 4.86% | 7.00% | Q4 2021 | Q3 2023 | 8 |
Crown Wealth Group, LLC | 8 | 8 | 0.95% | 1.49% | 1.95% | Q4 2021 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.04% | 0.34% | 0.76% | Q4 2020 | Q3 2023 | 8 |
Boyd Wealth Management, LLC | 8 | 8 | 0.22% | 0.31% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 3.35% | 4.03% | 5.14% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.26% | 0.42% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Platinum Management (NY) LLC | 3 | 2 | 0.29% | 1.06% | 2.69% | Q2 2013 | Q3 2014 | 7 |
Styrax Capital, LP | 7 | 7 | 15.10% | 18.57% | 25.50% | Q1 2022 | Q3 2023 | 7 |
Ocean Endowment Partners, LLC | 7 | 7 | 0.65% | 0.92% | 1.07% | Q4 2019 | Q2 2021 | 7 |
Connective Portfolio Management, LLC | 4 | 3 | 0.70% | 2.07% | 2.78% | Q4 2021 | Q3 2023 | 7 |
Houlihan Financial Resource Group, Ltd. | 3 | 1 | 1.08% | 1.59% | 2.02% | Q4 2019 | Q3 2023 | 7 |
Leucadia National | 4 | 4 | 0.01% | 0.06% | 0.15% | Q4 2022 | Q3 2023 | 7 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 1.16% | 1.58% | 2.20% | Q4 2021 | Q2 2023 | 7 |
Bowman & Co S.C. | 4 | 3 | 0.24% | 0.46% | 0.59% | Q4 2021 | Q3 2023 | 7 |
Otter Creek Advisors, LLC | 2 | 1 | 0.85% | 2.22% | 5.93% | Q1 2015 | Q3 2022 | 7 |
LWS Wealth Advisors, Inc. | 7 | 7 | 0.09% | 0.13% | 0.16% | Q4 2019 | Q2 2021 | 7 |
Scissortail Wealth Management, LLC | 4 | 3 | 0.79% | 1.20% | 1.73% | Q4 2021 | Q3 2023 | 7 |
Bornite Capital Management LP | 3 | 1 | 3.50% | 5.78% | 7.56% | Q2 2021 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.12% | 0.18% | 0.23% | Q2 2013 | Q4 2014 | 7 |
Cairn Investment Group, Inc. | 7 | 7 | 0.19% | 0.21% | 0.24% | Q1 2022 | Q3 2023 | 7 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 5 | 2 | 0.06% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 7 |
Resolute Advisors LLC | 5 | 2 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2022 | 7 |
Force Hill Capital Management LP | 6 | 1 | 3.10% | 3.51% | 4.37% | Q2 2021 | Q2 2023 | 7 |
FIRSTMERIT BANK N A TRUSTEE | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q2 2016 | 7 |
NF Trinity Capital (Hong Kong) Ltd | 7 | 7 | 0.71% | 1.51% | 2.66% | Q3 2017 | Q1 2019 | 7 |
Ervin Investment Management, LLC | 7 | 7 | 0.22% | 0.30% | 0.37% | Q1 2022 | Q3 2023 | 7 |
SC&H Financial Advisors, Inc. | 4 | 3 | 0.09% | 0.21% | 0.53% | Q4 2021 | Q3 2023 | 7 |
OPTIONS SOLUTIONS, LLC | 4 | 3 | 0.83% | 1.15% | 1.36% | Q4 2021 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q4 2014 | 7 |
Allie Family Office LLC | 6 | 1 | 0.18% | 0.38% | 0.57% | Q4 2021 | Q3 2023 | 7 |
Capital Planning LLC | 6 | 1 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q3 2022 | 7 |
TCF National Bank | 7 | 7 | 1.20% | 1.67% | 2.45% | Q3 2019 | Q1 2021 | 7 |
Credit Capital Investments LLC | 6 | 1 | 0.44% | 1.12% | 1.87% | Q3 2021 | Q3 2023 | 7 |
REINHART PARTNERS, LLC. | 7 | 7 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q2 2018 | 7 |
Aull & Monroe Investment Management Corp | 7 | 7 | 0.10% | 0.10% | 0.12% | Q3 2020 | Q1 2022 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.24% | 0.81% | 1.42% | Q4 2021 | Q2 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.51% | 0.88% | 1.31% | Q1 2022 | Q3 2023 | 7 |
Rudd International, Inc. | 7 | 7 | 0.73% | 0.89% | 1.21% | Q4 2018 | Q2 2020 | 7 |
HILL ISLAND FINANCIAL LLC | 5 | 2 | 0.16% | 0.24% | 0.30% | Q4 2021 | Q3 2023 | 7 |
Hexavest Inc. | 7 | 7 | 1.58% | 2.16% | 3.51% | Q1 2020 | Q3 2021 | 7 |
E Fund Management (Hong Kong) Co., Ltd. | 4 | 3 | 0.02% | 1.32% | 4.56% | Q1 2020 | Q4 2023 | 7 |
CARL STUART INVESTMENT ADVISOR, INC | 5 | 2 | 0.53% | 0.71% | 0.82% | Q4 2021 | Q3 2023 | 7 |
DIFESA CAPITAL MANAGEMENT, LP | 7 | 7 | 2.43% | 6.42% | 12.70% | Q4 2021 | Q2 2023 | 7 |
MBE Wealth Management, LLC | 4 | 1 | 0.06% | 0.12% | 0.14% | Q1 2020 | Q3 2023 | 7 |
Next Level Private LLC | 5 | 2 | 0.25% | 0.57% | 1.13% | Q4 2021 | Q3 2023 | 7 |
ANALYTIC INVESTORS, LLC | 6 | 1 | 0.12% | 0.32% | 0.48% | Q3 2013 | Q3 2016 | 7 |
DIALECTIC CAPITAL MANAGEMENT, LP | 4 | 2 | 0.25% | 0.89% | 1.46% | Q1 2015 | Q3 2016 | 7 |
Pinnacle Holdings, LLC | 4 | 1 | 0.09% | 0.15% | 0.23% | Q3 2020 | Q1 2023 | 7 |
WULFF, HANSEN & CO. | 7 | 7 | 1.91% | 2.69% | 3.29% | Q4 2021 | Q2 2023 | 7 |
Eschler Asset Management LLP | 6 | 1 | 0.82% | 2.24% | 3.37% | Q4 2021 | Q3 2023 | 7 |
William Allan Corp | 6 | 1 | 0.03% | 1.40% | 1.90% | Q4 2021 | Q3 2023 | 7 |
Miramar Capital, LLC | 6 | 1 | 0.08% | 0.22% | 0.45% | Q4 2020 | Q1 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.52% | 0.76% | 1.06% | Q1 2022 | Q3 2023 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 0.28% | 0.33% | 0.40% | Q4 2021 | Q2 2023 | 7 |
WealthTrust Asset Management, LLC | 6 | 1 | 0.18% | 1.11% | 2.04% | Q2 2021 | Q3 2023 | 7 |
Flossbach von Storch AG Zurich | 7 | 7 | 3.63% | 4.52% | 6.00% | Q4 2018 | Q2 2020 | 7 |
AdvisorShares Investments LLC | 4 | 3 | 0.00% | 0.13% | 0.44% | Q2 2020 | Q1 2023 | 7 |
JFG Wealth Management, LLC | 3 | 2 | 0.08% | 0.50% | 1.77% | Q3 2020 | Q3 2023 | 7 |
Pinnacle Wealth Management, LLC | 5 | 2 | 1.68% | 2.19% | 3.16% | Q4 2021 | Q3 2023 | 7 |
Granite Bay Wealth Management, LLC | 6 | 1 | 1.83% | 3.32% | 5.44% | Q4 2021 | Q3 2023 | 7 |
PRUDENT INVESTORS NETWORK, INC. | 7 | 7 | 0.10% | 2.98% | 3.85% | Q1 2022 | Q3 2023 | 7 |
Kopernik Global Investors, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2018 | 7 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.02% | 0.30% | 1.39% | Q4 2013 | Q1 2020 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.22% | 0.34% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Vantage Financial Partners, LLC | 7 | 7 | 0.18% | 0.25% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Resonate Capital, LLC | 7 | 7 | 5.29% | 7.84% | 9.88% | Q4 2021 | Q2 2023 | 7 |
Tourbillon Capital Partners, L.P. | 5 | 1 | 0.42% | 2.52% | 3.96% | Q4 2013 | Q4 2015 | 7 |
Concorde Financial Corp | 5 | 2 | 1.13% | 2.55% | 3.32% | Q4 2021 | Q3 2023 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.13% | 0.32% | 0.54% | Q4 2014 | Q2 2016 | 7 |
Nvest Financial, LLC | 7 | 7 | 1.66% | 2.41% | 3.16% | Q1 2022 | Q3 2023 | 7 |
My Personal CFO, LLC | 7 | 7 | 0.17% | 0.25% | 0.42% | Q1 2022 | Q3 2023 | 7 |
RICHELIEU GESTION SA | 7 | 7 | 2.40% | 3.38% | 3.96% | Q1 2022 | Q3 2023 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 1.17% | 1.70% | 2.16% | Q1 2022 | Q3 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 1.69% | 2.60% | 3.51% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.41% | 0.93% | 1.34% | Q1 2022 | Q3 2023 | 7 |
XN LP | 7 | 7 | 4.55% | 5.91% | 8.02% | Q1 2022 | Q3 2023 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 0.84% | 1.03% | 1.25% | Q1 2022 | Q3 2023 | 7 |
Epic Trust Investment Advisors, LLC | 5 | 2 | 0.34% | 0.55% | 0.74% | Q4 2021 | Q3 2023 | 7 |
Constellation Wealth Advisors, LLC | 7 | 7 | 0.23% | 0.31% | 0.56% | Q2 2013 | Q4 2014 | 7 |
Ledge Wealth Management, Inc. | 7 | 7 | 0.91% | 1.34% | 1.60% | Q1 2022 | Q3 2023 | 7 |
SENTINEL ASSET MANAGEMENT, INC. | 3 | 2 | 0.01% | 0.14% | 0.38% | Q2 2014 | Q3 2017 | 7 |
Worth Asset Management, LLC | 7 | 7 | 0.08% | 0.15% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.77% | 1.05% | 1.33% | Q1 2022 | Q3 2023 | 7 |
Cahill Wealth Management, LLC | 7 | 7 | 0.26% | 0.41% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 2.01% | 2.56% | 3.03% | Q1 2022 | Q3 2023 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.21% | 0.38% | 0.56% | Q4 2021 | Q2 2023 | 7 |
Eisler Capital (US) LLC | 3 | 3 | 0.08% | 0.60% | 1.71% | Q1 2023 | Q3 2023 | 7 |
Twenty Acre Capital LP | 7 | 7 | 5.27% | 5.80% | 6.38% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.63% | 0.89% | 1.40% | Q1 2022 | Q3 2023 | 7 |
Financial Guidance Group, Inc. | 7 | 7 | 0.36% | 0.45% | 0.76% | Q1 2022 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.74% | 0.89% | 1.12% | Q1 2022 | Q4 2023 | 7 |
ESG Planning | 7 | 7 | 0.26% | 1.50% | 2.76% | Q1 2022 | Q3 2023 | 7 |
Landmark Bank | 7 | 7 | 0.20% | 0.52% | 0.63% | Q2 2018 | Q4 2019 | 7 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 0.07% | 0.44% | 0.58% | Q2 2022 | Q3 2023 | 7 |
Greenfield Savings Bank | 7 | 7 | 1.22% | 1.69% | 2.00% | Q2 2022 | Q4 2023 | 7 |
Starfire Investment Advisers, Inc. | 6 | 1 | 0.18% | 0.28% | 0.43% | Q4 2017 | Q2 2020 | 7 |
Horizons Wealth Management | 7 | 7 | 0.05% | 0.11% | 0.16% | Q2 2022 | Q4 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.72% | 1.00% | 1.62% | Q1 2022 | Q3 2023 | 7 |
Asset Allocation & Management Company, LLC | 7 | 7 | 0.16% | 0.43% | 1.81% | Q1 2022 | Q3 2023 | 7 |
Second Half Financial Partners, LLC | 7 | 7 | 0.18% | 0.35% | 0.97% | Q1 2022 | Q3 2023 | 7 |
Allegis Investment Advisors, LLC | 3 | 1 | 0.04% | 0.11% | 0.16% | Q4 2015 | Q1 2018 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 0.15% | 0.19% | 0.21% | Q1 2022 | Q3 2023 | 7 |
AT Bancorp | 3 | 2 | 0.02% | 0.15% | 0.27% | Q3 2016 | Q1 2019 | 7 |
Lumina Fund Management LLC | 7 | 7 | 0.32% | 0.45% | 0.56% | Q1 2022 | Q3 2023 | 7 |
Karamaan Group, LLC | 7 | 7 | 1.32% | 6.93% | 11.73% | Q4 2013 | Q2 2015 | 7 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.67% | 1.24% | Q4 2022 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 3 | 1 | 0.18% | 0.87% | 2.16% | Q4 2020 | Q1 2023 | 7 |
Alaska Wealth Advisors | 5 | 2 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 7 |
Bridgewater Associates | 2 | 1 | 0.01% | 0.05% | 0.13% | Q1 2014 | Q2 2022 | 7 |
HERNDON CAPITAL MANAGEMENT LLC | 5 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 7 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.19% | 1.50% | 4.40% | Q1 2014 | Q1 2018 | 7 |
Li Winifred I | 7 | 7 | 0.10% | 0.14% | 0.17% | Q2 2013 | Q4 2014 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 1.62% | 2.19% | 2.65% | Q1 2022 | Q3 2023 | 7 |
Nokota Management, LP | 5 | 2 | 0.74% | 1.58% | 3.82% | Q2 2015 | Q4 2019 | 7 |
Burgundy Asset Management Ltd. | 7 | 7 | 1.01% | 1.36% | 1.67% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.16% | 0.19% | 0.22% | Q2 2013 | Q4 2014 | 7 |
Owl Creek Asset Management, L.P. | 3 | 1 | 0.53% | 2.72% | 4.44% | Q4 2019 | Q3 2023 | 7 |
Alphadyne Asset Management LP | 3 | 1 | 0.12% | 1.07% | 3.49% | Q3 2018 | Q3 2023 | 7 |
Progeny 3, Inc. | 7 | 7 | 0.81% | 1.22% | 1.44% | Q1 2020 | Q3 2021 | 7 |
GFI Investment Counsel Ltd. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Fore Research & Management, LP | 6 | 1 | 0.68% | 7.19% | 21.88% | Q3 2014 | Q2 2017 | 7 |
Krane Funds Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2022 | 7 |
HHG & Company, LLC | 7 | 7 | 0.26% | 0.40% | 0.52% | Q2 2013 | Q4 2014 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.26% | 0.40% | 0.68% | Q1 2022 | Q3 2023 | 7 |
CIDEL ASSET MANAGEMENT INC | 4 | 1 | 0.01% | 0.05% | 0.12% | Q3 2019 | Q3 2023 | 7 |
Bridgefront Capital, LLC | 2 | 1 | 0.11% | 0.38% | 0.74% | Q1 2021 | Q3 2023 | 7 |
ThornTree Capital Partners LP | 3 | 1 | 3.98% | 6.00% | 8.07% | Q4 2018 | Q4 2022 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 0.68% | 0.88% | 1.04% | Q4 2019 | Q2 2021 | 7 |
TIFF ADVISORY SERVICES, LLC | 5 | 2 | 2.34% | 4.32% | 6.74% | Q2 2013 | Q3 2023 | 7 |
ACCOUNT MANAGEMENT LLC | 4 | 3 | 0.31% | 1.54% | 2.97% | Q4 2021 | Q3 2023 | 7 |
WealthStone, Inc. | 5 | 2 | 0.48% | 1.92% | 3.46% | Q2 2019 | Q1 2021 | 7 |
Eos Management, L.P. | 6 | 1 | 0.56% | 0.69% | 1.20% | Q4 2020 | Q3 2023 | 7 |
Zions Trust, National Association | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2014 | 7 |
AMF Tjanstepension AB | 5 | 2 | 0.08% | 0.47% | 1.18% | Q4 2014 | Q3 2023 | 7 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 5 | 2 | 0.13% | 0.31% | 1.18% | Q4 2021 | Q3 2023 | 7 |
Power Corp of Canada | 7 | 7 | 0.00% | 0.54% | 1.11% | Q1 2022 | Q3 2023 | 7 |
Deuterium Capital Management, LLC | 4 | 3 | 0.04% | 3.63% | 11.09% | Q4 2021 | Q3 2023 | 7 |
Willow Creek Wealth Management Inc. | 3 | 1 | 0.06% | 0.10% | 0.23% | Q1 2018 | Q4 2021 | 7 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 2 | 1 | 1.95% | 6.01% | 12.97% | Q1 2014 | Q2 2019 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.58% | 1.03% | 1.57% | Q1 2022 | Q3 2023 | 7 |
FOSTER & MOTLEY INC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.85% | 1.08% | 1.18% | Q4 2019 | Q2 2021 | 7 |
HITE Hedge Asset Management LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Saban Cheryl | 7 | 7 | 15.27% | 27.08% | 35.93% | Q1 2021 | Q3 2022 | 7 |
Simplify Asset Management Inc. | 5 | 1 | 0.01% | 0.09% | 0.48% | Q3 2021 | Q1 2023 | 7 |
RWQ Financial Management Services, Inc. | 7 | 7 | 4.49% | 7.46% | 14.64% | Q1 2022 | Q3 2023 | 7 |
Prospect Capital Advisors, LLC | 7 | 7 | 1.50% | 5.74% | 10.08% | Q1 2020 | Q3 2021 | 7 |
CFS Investment Advisory Services, LLC | 5 | 1 | 0.00% | 0.17% | 0.26% | Q4 2020 | Q3 2023 | 7 |
Tenere Capital LLC | 7 | 7 | 3.68% | 5.25% | 7.25% | Q1 2022 | Q3 2023 | 7 |
Fundsmith | 7 | 7 | 2.60% | 3.29% | 3.79% | Q3 2021 | Q1 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 3.24% | 4.15% | 5.18% | Q1 2022 | Q3 2023 | 7 |
Narus Financial Partners, LLC | 7 | 7 | 0.34% | 0.52% | 0.67% | Q1 2022 | Q3 2023 | 7 |
BIEGEL & WALLER LLC | 7 | 7 | 0.13% | 0.20% | 0.28% | Q1 2018 | Q3 2019 | 7 |
Fulcrum Asset Management LLP | 6 | 1 | 0.18% | 0.80% | 1.96% | Q2 2020 | Q1 2022 | 7 |
Alpine Global Management, LLC | 2 | 1 | 0.09% | 2.56% | 15.54% | Q4 2014 | Q4 2021 | 7 |
IVORY INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.09% | 0.21% | Q2 2013 | Q3 2016 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.10% | 0.12% | 0.17% | Q4 2016 | Q2 2018 | 7 |
Northside Capital Management, LLC | 6 | 1 | 0.17% | 0.33% | 0.53% | Q4 2020 | Q3 2023 | 7 |
Murchinson Ltd. | 7 | 7 | 0.33% | 2.30% | 11.40% | Q3 2021 | Q1 2023 | 7 |
Ardmore Road Asset Management LP | 7 | 7 | 0.23% | 5.10% | 9.98% | Q4 2021 | Q2 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.23% | 0.46% | 0.75% | Q1 2021 | Q4 2022 | 7 |
Southern Farm Bureau Life Insurance | 7 | 7 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q2 2022 | 7 |
Marathon Partners Equity Management, LLC | 6 | 6 | 2.58% | 9.77% | 16.04% | Q1 2021 | Q2 2022 | 7 |
Ardent Capital Management, Inc. | 4 | 3 | 0.57% | 0.79% | 1.20% | Q4 2021 | Q3 2023 | 7 |
Giverny Capital | 7 | 7 | 0.10% | 0.12% | 0.15% | Q2 2020 | Q4 2021 | 7 |
Cypress Point Wealth Management, LLC | 6 | 1 | 0.17% | 0.44% | 1.32% | Q4 2020 | Q3 2023 | 7 |
Lehman Financial Resources, Inc. | 4 | 3 | 0.00% | 0.14% | 0.40% | Q1 2015 | Q3 2018 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.22% | 0.36% | 0.48% | Q4 2021 | Q3 2023 | 7 |
Whelan Financial | 7 | 7 | 0.15% | 0.27% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.24% | 0.29% | 0.34% | Q2 2020 | Q4 2021 | 7 |
Altarock Partners | 7 | 7 | 10.04% | 13.56% | 16.59% | Q1 2022 | Q3 2023 | 7 |
THEORY FINANCIAL LLC | 4 | 3 | 0.20% | 0.36% | 0.54% | Q4 2021 | Q3 2023 | 7 |
US FINANCIAL ADVISORS, LLC | 4 | 1 | 0.02% | 0.08% | 0.18% | Q2 2015 | Q4 2021 | 7 |
One01 Capital, LP | 5 | 1 | 6.52% | 9.93% | 14.68% | Q1 2021 | Q3 2023 | 7 |
Citadel Investment Advisory, Inc. | 7 | 7 | 0.30% | 0.40% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Trevian Wealth Management LLC | 6 | 1 | 0.92% | 1.12% | 1.33% | Q4 2021 | Q3 2023 | 7 |
US Asset Management LLC | 4 | 3 | 2.19% | 3.15% | 3.83% | Q3 2021 | Q2 2023 | 7 |
Flower City Capital | 4 | 3 | 0.26% | 0.35% | 0.42% | Q4 2021 | Q3 2023 | 7 |
Riverwater Partners LLC | 4 | 1 | 0.20% | 0.28% | 0.36% | Q4 2021 | Q4 2023 | 7 |
TPG GP A, LLC | 7 | 7 | 0.83% | 1.93% | 2.68% | Q1 2022 | Q3 2023 | 7 |
MONARCH CAPITAL MANAGEMENT INC/ | 7 | 7 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q1 2022 | 7 |
Princeton Alpha Management LP | 3 | 1 | 0.08% | 0.30% | 0.60% | Q1 2014 | Q4 2016 | 7 |
Soundwatch Capital LLC | 3 | 1 | 0.05% | 0.16% | 0.23% | Q4 2019 | Q3 2023 | 7 |
Householder Group Estate & Retirement Specialist, LLC | 6 | 1 | 1.01% | 1.94% | 4.76% | Q4 2021 | Q3 2023 | 7 |
Cynosure Group, LLC | 4 | 2 | 0.92% | 1.26% | 1.64% | Q2 2019 | Q3 2023 | 6 |
MARIANAS FUND MANAGEMENT LLC | 6 | 6 | 1.92% | 3.53% | 4.71% | Q1 2016 | Q2 2017 | 6 |
J&P(CHINA)CAPITAL MANAGEMENT CO.,LTD | 6 | 6 | 0.00% | 1.33% | 4.90% | Q2 2017 | Q3 2018 | 6 |
MANAGED ASSET PORTFOLIOS, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 6 |
Highwater Wealth Management, LLC | 4 | 1 | 0.47% | 0.88% | 1.14% | Q2 2017 | Q3 2019 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
black-and-white Capital LP | 3 | 1 | 3.71% | 9.59% | 23.12% | Q4 2017 | Q2 2021 | 6 |
Jafra Capital Management LP | 3 | 3 | 2.02% | 3.31% | 5.14% | Q4 2016 | Q2 2018 | 6 |
Lunia Capital LP | 4 | 2 | 3.07% | 4.52% | 6.68% | Q1 2020 | Q3 2021 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 6 |
MANAGED ACCOUNT SERVICES INC | 6 | 6 | 0.11% | 0.16% | 0.21% | Q2 2020 | Q3 2021 | 6 |
J2 Capital Management Inc | 4 | 2 | 0.36% | 0.69% | 0.88% | Q4 2021 | Q3 2023 | 6 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.04% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.09% | 0.16% | 0.24% | Q2 2013 | Q3 2014 | 6 |
Cerebellum GP, LLC | 3 | 1 | 0.05% | 0.16% | 0.31% | Q4 2017 | Q3 2020 | 6 |
Lionstone Capital Management LLC | 6 | 6 | 7.13% | 10.65% | 13.26% | Q2 2022 | Q3 2023 | 6 |
Ackerman Capital Advisors, LLC | 3 | 1 | 0.00% | 0.35% | 1.20% | Q2 2017 | Q2 2019 | 6 |
Stumpf Capital Management LLC | 5 | 1 | 0.01% | 0.06% | 0.29% | Q4 2017 | Q3 2020 | 6 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 6 | 6 | 0.29% | 1.04% | 1.60% | Q2 2022 | Q3 2023 | 6 |
Wood Investment Counsel LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Mokosak Advisory Group, LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q1 2022 | 6 |
DC Investments Management, LLC | 4 | 1 | 0.29% | 4.12% | 13.45% | Q3 2018 | Q1 2021 | 6 |
Marketfield Asset Management LLC | 3 | 1 | 1.57% | 2.11% | 3.76% | Q2 2013 | Q3 2017 | 6 |
PRAGMA GESTAO DE PATRIMONIO LTD | 6 | 6 | 7.69% | 9.77% | 11.51% | Q2 2022 | Q3 2023 | 6 |
Truxt Investmentos Ltda. | 3 | 1 | 0.05% | 3.86% | 7.63% | Q1 2021 | Q3 2023 | 6 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 6 | 6 | 1.72% | 4.35% | 6.63% | Q2 2022 | Q3 2023 | 6 |
SIPHRON CAPITAL MANAGEMENT /CA/ | 6 | 6 | 2.74% | 3.94% | 4.88% | Q2 2013 | Q3 2014 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 0.39% | 0.92% | 1.30% | Q2 2021 | Q3 2022 | 6 |
Francis Financial, Inc. | 6 | 6 | 0.54% | 0.69% | 0.95% | Q2 2022 | Q3 2023 | 6 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.09% | 0.48% | 1.10% | Q4 2016 | Q2 2022 | 6 |
Commonwealth Financial Services, LLC | 4 | 1 | 0.02% | 0.12% | 0.38% | Q4 2015 | Q3 2023 | 6 |
Zenit Asset Management AB | 4 | 2 | 1.45% | 7.69% | 14.76% | Q3 2013 | Q1 2015 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 3.77% | 6.29% | 7.66% | Q2 2015 | Q3 2016 | 6 |
Noven Financial Group, Inc. | 5 | 1 | 0.14% | 0.20% | 0.37% | Q2 2017 | Q1 2020 | 6 |
Acorn Advisory Capital L.P. | 4 | 2 | 3.68% | 9.30% | 11.04% | Q4 2017 | Q3 2019 | 6 |
Partners Group Holding AG | 6 | 6 | 0.02% | 0.05% | 0.08% | Q3 2021 | Q4 2022 | 6 |
HPC Germany GmbH & Co. KG | 6 | 6 | 5.45% | 6.88% | 9.10% | Q1 2022 | Q2 2023 | 6 |
Arbiter Partners Capital Management LLC | 6 | 6 | 2.40% | 15.42% | 23.34% | Q3 2014 | Q4 2015 | 6 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.11% | 0.25% | 0.55% | Q2 2020 | Q3 2021 | 6 |
Stokes Capital Advisors, LLC | 5 | 1 | 0.07% | 0.11% | 0.12% | Q2 2019 | Q2 2021 | 6 |
Fayerweather Charles | 6 | 6 | 0.67% | 1.17% | 1.80% | Q1 2019 | Q2 2020 | 6 |
Lutz Financial Services LLC | 5 | 1 | 0.03% | 0.09% | 0.34% | Q4 2017 | Q3 2023 | 6 |
West Coast Financial LLC | 2 | 1 | 0.03% | 0.08% | 0.14% | Q1 2015 | Q3 2022 | 6 |
Fulcrum Equity Management | 3 | 1 | 0.00% | 0.15% | 0.25% | Q3 2019 | Q4 2021 | 6 |
Yong Rong (HK) Asset Management Ltd | 6 | 6 | 0.79% | 16.05% | 37.90% | Q4 2017 | Q1 2019 | 6 |
Salient Capital Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q2 2017 | 6 |
WELD CAPITAL MANAGEMENT LLC | 4 | 1 | 0.18% | 0.44% | 0.66% | Q4 2018 | Q4 2020 | 6 |
Tikehau Investment Management | 6 | 6 | 4.88% | 6.65% | 8.22% | Q2 2022 | Q3 2023 | 6 |
Jacobus Wealth Management, Inc. | 3 | 1 | 0.03% | 0.04% | 0.06% | Q2 2014 | Q3 2017 | 6 |
Counsel Portfolio Services Inc. | 4 | 2 | 0.02% | 0.35% | 0.63% | Q3 2013 | Q2 2016 | 6 |
CloudAlpha Capital Management Limited/Hong Kong | 3 | 2 | 0.09% | 2.82% | 10.43% | Q2 2022 | Q3 2023 | 6 |
Live Your Vision, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
INHERENT GROUP, LP | 3 | 1 | 0.84% | 2.14% | 4.36% | Q2 2020 | Q3 2022 | 6 |
Axel Capital Management, LLC | 3 | 1 | 1.12% | 5.20% | 7.81% | Q1 2014 | Q3 2018 | 6 |
RiverFront Investment Group, LLC | 6 | 6 | 0.25% | 0.38% | 0.50% | Q2 2022 | Q3 2023 | 6 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 1.50% | 8.87% | Q3 2017 | Q3 2023 | 6 |
Unified Trust Company, N.A. | 6 | 6 | 1.13% | 1.65% | 2.29% | Q2 2020 | Q3 2021 | 6 |
Legacy Capital Wealth Partners, LLC | 3 | 1 | 0.08% | 0.22% | 0.55% | Q4 2020 | Q3 2023 | 6 |
SYQUANT CAPITAL SAS | 6 | 6 | 0.25% | 0.45% | 0.82% | Q1 2021 | Q2 2022 | 6 |
Amida Capital Management II, LLC | 4 | 1 | 0.02% | 1.14% | 2.09% | Q1 2013 | Q2 2014 | 6 |
Teton Capital Partners | 6 | 6 | 2.29% | 5.54% | 8.45% | Q2 2022 | Q3 2023 | 6 |
DERBY & COMPANY, INC | 6 | 6 | 0.12% | 0.27% | 0.41% | Q2 2020 | Q3 2021 | 6 |
ORBIS HOLDINGS LTD | 6 | 6 | 0.75% | 1.02% | 1.38% | Q3 2014 | Q4 2015 | 6 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 4 | 2 | 1.39% | 8.48% | 14.28% | Q4 2017 | Q2 2021 | 6 |
PUBLIC INVESTMENT FUND | 6 | 6 | 1.05% | 1.23% | 1.42% | Q2 2022 | Q3 2023 | 6 |
Ativo Capital Management LLC | 3 | 3 | 0.09% | 0.17% | 0.28% | Q2 2020 | Q4 2021 | 6 |
HNP Capital LLC | 4 | 1 | 0.05% | 0.31% | 1.13% | Q4 2018 | Q4 2021 | 6 |
Wolff Financial Management LLC | 3 | 1 | 0.07% | 0.16% | 0.20% | Q3 2020 | Q3 2023 | 6 |
Fruth Investment Management | 4 | 2 | 0.33% | 0.37% | 0.41% | Q2 2013 | Q4 2014 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 1.79% | 2.13% | 2.63% | Q2 2022 | Q3 2023 | 6 |
American Assets Investment Management, LLC | 6 | 6 | 0.14% | 0.15% | 0.21% | Q4 2018 | Q1 2020 | 6 |
Private Wealth Advisors, LLC | 4 | 2 | 0.08% | 0.37% | 0.95% | Q3 2021 | Q1 2023 | 6 |
Privium Fund Management B.V. | 5 | 5 | 0.32% | 2.76% | 5.33% | Q3 2022 | Q3 2023 | 6 |
CALIBER WEALTH MANAGEMENT, LLC | 6 | 6 | 1.30% | 1.52% | 1.98% | Q4 2020 | Q1 2022 | 6 |
Lionsbridge Wealth Management LLC | 5 | 1 | 0.11% | 0.24% | 0.38% | Q4 2019 | Q3 2021 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.36% | 0.99% | 1.36% | Q4 2019 | Q3 2021 | 6 |
WESTERN FINANCIAL Corp | 6 | 6 | 0.66% | 0.76% | 0.95% | Q4 2020 | Q1 2022 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 0.37% | 1.39% | 2.16% | Q4 2019 | Q3 2023 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 1.10% | 1.47% | 1.93% | Q4 2019 | Q1 2021 | 6 |
UNITED BANK, INC. | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2016 | Q3 2017 | 6 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 3 | 1 | 0.00% | 0.03% | 0.11% | Q2 2020 | Q4 2022 | 6 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 6 | 6 | 0.53% | 0.79% | 0.90% | Q2 2013 | Q3 2014 | 6 |
Petix & Botte Co | 4 | 2 | 0.11% | 0.13% | 0.18% | Q3 2021 | Q3 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.26% | 0.66% | 1.09% | Q2 2022 | Q3 2023 | 6 |
Kerntke Otto McGlone Wealth Management Group | 5 | 1 | 0.15% | 0.25% | 0.34% | Q2 2020 | Q4 2021 | 6 |
Filbrandt Wealth Management, LLC | 3 | 3 | 0.01% | 0.07% | 0.38% | Q1 2020 | Q3 2021 | 6 |
Amitell Capital Pte Ltd | 6 | 6 | 2.14% | 3.31% | 3.76% | Q4 2020 | Q1 2022 | 6 |
Grant/GrossMendelsohn, LLC | 4 | 2 | 0.11% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 6 |
Wealthsimple US, Ltd. | 6 | 6 | 0.24% | 0.30% | 0.37% | Q4 2019 | Q1 2021 | 6 |
THREADGILL FINANCIAL, LLC | 5 | 1 | 3.80% | 5.40% | 7.15% | Q3 2021 | Q3 2023 | 6 |
Alpha Paradigm Partners, LLC | 5 | 1 | 0.07% | 0.56% | 0.98% | Q4 2020 | Q4 2022 | 6 |
LOUNTZIS ASSET MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2021 | 6 |
XTX Topco Ltd | 4 | 2 | 0.24% | 1.02% | 3.53% | Q2 2021 | Q1 2023 | 6 |
Cordant, Inc. | 3 | 1 | 0.00% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 6 |
Legacy Financial Group LLC | 6 | 6 | 0.38% | 0.49% | 0.65% | Q2 2022 | Q3 2023 | 6 |
Tabor Asset Management, LP | 3 | 1 | 2.54% | 3.27% | 4.04% | Q4 2020 | Q3 2023 | 6 |
Resolute Capital Asset Partners LLC | 2 | 2 | 1.09% | 2.99% | 5.83% | Q4 2021 | Q3 2023 | 6 |
Marks Wealth, LLC | 6 | 6 | 0.09% | 0.20% | 0.63% | Q4 2020 | Q1 2022 | 6 |
Centennial Wealth Advisory LLC | 5 | 1 | 0.13% | 0.35% | 1.18% | Q4 2020 | Q3 2023 | 6 |
B, B, H, & B INC. | 6 | 6 | 0.22% | 0.34% | 0.42% | Q4 2020 | Q1 2022 | 6 |
Value Star Asset Management (Hong Kong) Ltd | 3 | 1 | 0.90% | 1.46% | 2.38% | Q4 2020 | Q3 2023 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.29% | 0.36% | 0.43% | Q4 2020 | Q1 2022 | 6 |
Flagship Private Wealth, LLC | 6 | 6 | 0.11% | 0.20% | 0.25% | Q4 2020 | Q1 2022 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 1.31% | 1.47% | 1.67% | Q4 2020 | Q1 2022 | 6 |
Compton Financial Group, LLC | 3 | 1 | 0.08% | 0.13% | 0.33% | Q4 2020 | Q3 2023 | 6 |
San Luis Wealth Advisors LLC | 3 | 1 | 1.21% | 1.97% | 2.62% | Q4 2020 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.21% | 0.47% | 0.63% | Q4 2020 | Q1 2022 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.93% | 1.11% | 1.43% | Q2 2022 | Q3 2023 | 6 |
WCG Wealth Advisors LLC | 4 | 1 | 0.06% | 0.68% | 1.33% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.06% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
PINNBROOK CAPITAL MANAGEMENT LP | 3 | 1 | 1.02% | 2.08% | 2.70% | Q4 2021 | Q3 2023 | 6 |
Alta Fox Capital Management | 2 | 2 | 0.70% | 3.66% | 7.00% | Q4 2021 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.33% | 0.47% | 0.64% | Q2 2021 | Q3 2022 | 6 |
Pariax, LLC | 6 | 6 | 3.24% | 5.88% | 11.37% | Q1 2022 | Q2 2023 | 6 |
Boxwood Ventures, Inc. | 6 | 6 | 3.38% | 5.14% | 5.77% | Q2 2022 | Q3 2023 | 6 |
Knott David M Jr | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.03% | 0.07% | 0.09% | Q4 2021 | Q1 2023 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.63% | 1.02% | 1.45% | Q4 2021 | Q1 2023 | 6 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.03% | 0.19% | 0.30% | Q1 2023 | Q3 2023 | 6 |
Capricorn Fund Managers Ltd | 6 | 6 | 0.10% | 1.14% | 2.29% | Q2 2022 | Q3 2023 | 6 |
Caldwell Investment Management Ltd. | 6 | 6 | 0.46% | 1.08% | 1.81% | Q2 2022 | Q3 2023 | 6 |
Stone Asset Management Inc. | 6 | 6 | 0.25% | 0.40% | 0.52% | Q4 2021 | Q1 2023 | 6 |
Solidarity Wealth, LLC | 3 | 3 | 5.22% | 6.91% | 9.95% | Q1 2022 | Q3 2023 | 6 |
American Planning Services, Inc. | 3 | 1 | 0.16% | 0.22% | 0.32% | Q4 2021 | Q3 2023 | 6 |
Midwest Heritage Bank, FSB | 4 | 2 | 0.17% | 0.22% | 0.27% | Q4 2021 | Q3 2023 | 6 |
UDINE WEALTH MANAGEMENT, INC. | 3 | 1 | 0.86% | 4.13% | 9.29% | Q4 2021 | Q3 2023 | 6 |
Stone Point Wealth LLC | 3 | 3 | 0.09% | 0.13% | 0.17% | Q1 2022 | Q3 2023 | 6 |
EdgeRock Capital LLC | 6 | 6 | 0.18% | 0.24% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 2.32% | 3.02% | 3.45% | Q3 2022 | Q4 2023 | 6 |
Obsidian Personal Planning Solutions LLC | 6 | 6 | 0.43% | 0.80% | 1.17% | Q2 2022 | Q3 2023 | 6 |
BSN Capital Partners Ltd | 3 | 1 | 4.08% | 28.48% | 100.00% | Q4 2018 | Q4 2022 | 6 |
Rainsberger Wealth Advisors, Inc. | 3 | 1 | 0.13% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 1.26% | 1.83% | 2.17% | Q4 2021 | Q1 2023 | 6 |
Simplicity Wealth,LLC | 4 | 2 | 0.13% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 6 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 1.47% | 2.39% | 2.76% | Q4 2021 | Q3 2023 | 6 |
Leo H. Evart, Inc. | 4 | 2 | 0.26% | 0.31% | 0.34% | Q4 2021 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.01% | 0.05% | 0.08% | Q1 2022 | Q2 2023 | 6 |
Joule Financial, LLC | 6 | 6 | 0.16% | 0.36% | 0.74% | Q2 2022 | Q3 2023 | 6 |
Price Jennifer C. | 6 | 6 | 0.73% | 1.54% | 2.68% | Q2 2022 | Q3 2023 | 6 |
Tradewinds, LLC. | 6 | 6 | 1.91% | 2.94% | 3.38% | Q2 2022 | Q3 2023 | 6 |
Coastwise Capital Group, LLC | 4 | 2 | 3.11% | 5.58% | 9.34% | Q1 2022 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.83% | 0.98% | 1.32% | Q2 2022 | Q3 2023 | 6 |
Drake & Associates, LLC | 6 | 6 | 0.32% | 0.40% | 0.49% | Q2 2022 | Q3 2023 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 0.69% | 1.02% | 1.22% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.63% | 0.91% | 1.25% | Q2 2022 | Q3 2023 | 6 |
Highland Financial Advisors, LLC | 6 | 6 | 0.25% | 0.32% | 0.39% | Q2 2022 | Q3 2023 | 6 |
GCM Grosvenor Holdings, LLC | 6 | 6 | 6.21% | 12.22% | 14.34% | Q2 2022 | Q3 2023 | 6 |
First National Advisers, LLC | 6 | 6 | 2.11% | 2.67% | 3.07% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.40% | 0.61% | 1.06% | Q2 2022 | Q3 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.60% | 0.89% | 1.41% | Q2 2022 | Q3 2023 | 6 |
Global Assets Advisory, LLC | 6 | 6 | 2.15% | 3.03% | 5.92% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.02% | 0.07% | 0.13% | Q2 2022 | Q3 2023 | 6 |
LGT Financial Advisors LLC | 4 | 4 | 0.05% | 0.74% | 1.46% | Q4 2022 | Q3 2023 | 6 |
Geduld E E | 4 | 2 | 0.32% | 1.35% | 1.88% | Q2 2015 | Q4 2016 | 6 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 1 | 0.03% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Rail-Splitter Capital Management, LLC | 4 | 1 | 1.75% | 2.24% | 3.00% | Q2 2013 | Q4 2016 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Insight Holdings Group, LLC | 6 | 6 | 0.15% | 0.55% | 1.07% | Q2 2022 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 5 | 1 | 0.00% | 0.24% | 0.46% | Q2 2017 | Q3 2019 | 6 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.97% | 2.82% | Q1 2015 | Q1 2020 | 6 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 6 | 6 | 0.24% | 0.28% | 0.30% | Q2 2022 | Q3 2023 | 6 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.15% | 0.50% | 1.25% | Q4 2020 | Q3 2023 | 6 |
GEORGE KAISER FAMILY FOUNDATION | 6 | 6 | 0.27% | 0.41% | 0.52% | Q2 2022 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.58% | 1.00% | 1.35% | Q2 2013 | Q3 2014 | 6 |
AFAM CAPITAL, INC. | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2017 | Q3 2018 | 6 |
LAU ASSOCIATES LLC | 6 | 6 | 0.64% | 0.71% | 0.84% | Q3 2018 | Q4 2019 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
SCOUT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.77% | 2.56% | 4.61% | Q2 2013 | Q4 2013 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 1.34% | 1.74% | 1.95% | Q2 2022 | Q3 2023 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.51% | 0.88% | 1.10% | Q2 2022 | Q3 2023 | 6 |
Bridgewater Wealth & Financial Management, LLC | 6 | 6 | 0.14% | 0.19% | 0.25% | Q1 2016 | Q2 2017 | 6 |
Relative Value Partners Group, LLC | 5 | 1 | 0.03% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 6 |
Covea Finance | 6 | 6 | 1.45% | 2.25% | 2.92% | Q3 2022 | Q4 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.05% | 0.17% | 0.34% | Q2 2015 | Q3 2016 | 6 |
Charles-Lim Capital Ltd | 3 | 1 | 0.32% | 7.69% | 20.66% | Q2 2021 | Q1 2023 | 6 |
FORT, L.P. | 5 | 1 | 0.01% | 0.15% | 0.25% | Q1 2020 | Q3 2021 | 6 |
Lee Capital Management LP | 6 | 6 | 2.82% | 4.33% | 6.34% | Q4 2016 | Q1 2018 | 6 |
Newfound Research LLC | 5 | 1 | 0.12% | 0.15% | 0.18% | Q3 2020 | Q1 2022 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.83% | 1.11% | 1.24% | Q4 2019 | Q1 2021 | 6 |
Sandia Holdings, LLC | 6 | 6 | 1.49% | 2.58% | 3.62% | Q2 2017 | Q3 2018 | 6 |
GVO Asset Management Ltd | 2 | 2 | 3.40% | 35.86% | 100.00% | Q2 2020 | Q3 2022 | 6 |
Wilmington Funds Management Corp | 5 | 5 | 0.33% | 0.37% | 0.43% | Q2 2013 | Q2 2014 | 5 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.08% | 0.86% | 1.61% | Q3 2015 | Q2 2023 | 5 |
SELZ CAPITAL LLC | 5 | 5 | 2.00% | 4.09% | 6.16% | Q4 2018 | Q4 2019 | 5 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 3 | 2 | 0.06% | 0.10% | 0.18% | Q1 2022 | Q3 2023 | 5 |
SAC Capital Advisors LP | 4 | 4 | 0.14% | 0.71% | 1.17% | Q2 2013 | Q1 2014 | 5 |
Noble Path Asset Management LP | 5 | 5 | 5.68% | 7.34% | 9.30% | Q4 2021 | Q4 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.10% | 0.13% | 0.17% | Q4 2022 | Q4 2023 | 5 |
Lee Capital Asset Management LLC | 5 | 5 | 3.24% | 4.65% | 6.21% | Q4 2018 | Q4 2019 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.45% | 0.57% | 0.62% | Q3 2021 | Q3 2022 | 5 |
Sage Financial Management Group, Inc. | 3 | 2 | 0.14% | 0.19% | 0.26% | Q4 2020 | Q1 2022 | 5 |
Thrax Management, LLC | 3 | 1 | 0.64% | 2.66% | 6.09% | Q4 2015 | Q4 2016 | 5 |
Dominick & Dominick LLC | 3 | 2 | 0.14% | 0.18% | 0.20% | Q3 2013 | Q4 2014 | 5 |
Crow Point Partners, LLC | 4 | 1 | 0.00% | 0.12% | 0.52% | Q1 2017 | Q3 2019 | 5 |
Exane Asset Management | 2 | 1 | 0.02% | 2.95% | 6.40% | Q3 2017 | Q2 2021 | 5 |
Anomaly Capital Management, LP | 2 | 1 | 1.12% | 3.23% | 6.67% | Q2 2021 | Q3 2023 | 5 |
Navigation Wealth Management, Inc. | 5 | 5 | 0.01% | 0.32% | 0.75% | Q3 2021 | Q3 2022 | 5 |
Frontier Asset Management, LLC | 4 | 1 | 0.12% | 0.16% | 0.25% | Q2 2022 | Q3 2023 | 5 |
Dynamic Capital Management Ltd | 2 | 1 | 0.07% | 0.35% | 0.76% | Q1 2014 | Q4 2017 | 5 |
ANGLEPOINT ASSET MANAGEMENT, LTD. | 5 | 5 | 0.72% | 3.53% | 10.76% | Q4 2019 | Q4 2020 | 5 |
Great Point Wealth Advisors, LLC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
J.Safra Asset Management Corp | 2 | 1 | 0.10% | 0.46% | 0.78% | Q4 2019 | Q2 2023 | 5 |
COURAGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.55% | 2.88% | 5.58% | Q2 2017 | Q1 2020 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 1.45% | 1.73% | 1.86% | Q4 2022 | Q4 2023 | 5 |
BARING ASSET MANAGEMENT Ltd | 3 | 2 | 0.09% | 0.28% | 0.72% | Q3 2014 | Q3 2017 | 5 |
Financial Council Asset Management Inc | 5 | 5 | 0.30% | 0.55% | 0.75% | Q3 2022 | Q3 2023 | 5 |
Visionary Asset Management, Inc. | 2 | 1 | 0.00% | 0.12% | 0.23% | Q2 2014 | Q4 2018 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.07% | 0.19% | 0.37% | Q4 2020 | Q2 2023 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q4 2023 | 5 |
DWM Financial Group, Inc. | 5 | 5 | 0.22% | 0.40% | 0.63% | Q4 2019 | Q4 2020 | 5 |
CAERUS INVESTORS, LLC | 4 | 1 | 1.03% | 1.76% | 2.41% | Q4 2017 | Q1 2019 | 5 |
Wealth & Pension Services Group, Inc. | 5 | 5 | 0.33% | 0.36% | 0.38% | Q3 2018 | Q3 2019 | 5 |
ANDOR CAPITAL MANAGEMENT, L.L.C. | 5 | 5 | 1.76% | 3.39% | 4.38% | Q2 2013 | Q2 2014 | 5 |
Fortress Investment Group LLC | 3 | 1 | 0.01% | 0.26% | 0.54% | Q2 2013 | Q3 2015 | 5 |
Sloane Robinson LLP | 5 | 5 | 2.27% | 4.67% | 8.17% | Q2 2016 | Q2 2017 | 5 |
MONUMENTAL FINANCIAL GROUP INC. | 3 | 2 | 0.01% | 0.31% | 0.76% | Q1 2021 | Q3 2022 | 5 |
B. Riley Financial, Inc. | 5 | 5 | 0.06% | 0.45% | 0.80% | Q3 2017 | Q3 2018 | 5 |
Prism Advisors, Inc. | 5 | 5 | 0.08% | 0.08% | 0.10% | Q1 2021 | Q1 2022 | 5 |
JAT Capital Mgmt LP | 5 | 5 | 2.58% | 5.06% | 10.53% | Q3 2022 | Q3 2023 | 5 |
Cypress Capital, LLC | 5 | 5 | 0.03% | 0.06% | 0.10% | Q3 2021 | Q3 2022 | 5 |
XXEC, Inc. | 5 | 5 | 1.53% | 3.79% | 4.82% | Q3 2020 | Q3 2021 | 5 |
Manatuck Hill Partners, LLC | 3 | 1 | 1.54% | 3.01% | 4.68% | Q2 2015 | Q1 2017 | 5 |
Route One Investment Company, L.P. | 3 | 2 | 4.84% | 7.09% | 9.08% | Q2 2022 | Q3 2023 | 5 |
SUN LIFE FINANCIAL INC | 3 | 2 | 0.00% | 0.06% | 0.13% | Q4 2016 | Q1 2021 | 5 |
Independence Trust CO | 5 | 5 | 0.44% | 0.47% | 0.55% | Q4 2016 | Q4 2017 | 5 |
SIGMA CAPITAL MANAGEMENT LLC | 4 | 4 | 1.38% | 2.34% | 4.48% | Q2 2013 | Q1 2014 | 5 |
Standard Family Office LLC | 4 | 1 | 0.01% | 0.65% | 1.08% | Q4 2020 | Q3 2022 | 5 |
Atlas Financial Advisors, Inc. | 3 | 2 | 0.24% | 0.28% | 0.33% | Q4 2021 | Q3 2023 | 5 |
TAYLOR ASSET MANAGEMENT INC | 5 | 5 | 0.05% | 5.78% | 7.94% | Q4 2014 | Q4 2015 | 5 |
Baring International Investment Ltd | 5 | 5 | 0.75% | 0.87% | 1.01% | Q2 2013 | Q2 2014 | 5 |
PACK Private Wealth, LLC | 4 | 1 | 0.20% | 0.23% | 0.27% | Q1 2022 | Q3 2023 | 5 |
Landmark Wealth Management, LLC | 3 | 1 | 0.02% | 0.16% | 0.24% | Q1 2022 | Q3 2023 | 5 |
Metavasi Capital LP | 4 | 4 | 3.20% | 5.18% | 8.18% | Q4 2022 | Q3 2023 | 5 |
MorganRosel Wealth Management, LLC | 2 | 1 | 0.11% | 0.13% | 0.15% | Q4 2020 | Q3 2022 | 5 |
Provenire Capital, LLC | 5 | 5 | 1.52% | 4.10% | 10.06% | Q4 2019 | Q4 2020 | 5 |
Alta Advisers Ltd | 5 | 5 | 1.16% | 1.58% | 1.84% | Q3 2022 | Q3 2023 | 5 |
Centenus Global Management, LP | 2 | 1 | 0.24% | 0.85% | 2.55% | Q1 2018 | Q1 2020 | 5 |
Farmhouse Investment Management LLC | 5 | 5 | 0.81% | 1.58% | 1.98% | Q3 2017 | Q3 2018 | 5 |
Lanham O'Dell & Company, Inc. | 2 | 1 | 0.16% | 0.56% | 1.13% | Q4 2021 | Q3 2023 | 5 |
Elwood & Goetz Wealth Advisory Group, LLC | 5 | 5 | 0.07% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.39% | 0.50% | 0.61% | Q2 2013 | Q2 2014 | 5 |
Lomas Capital Management, LLC | 4 | 1 | 1.86% | 7.75% | 10.20% | Q1 2015 | Q4 2020 | 5 |
Alpha Square Group S LLC | 3 | 2 | 0.04% | 0.19% | 0.41% | Q4 2021 | Q3 2023 | 5 |
Donoghue Forlines LLC | 2 | 1 | 0.21% | 0.34% | 0.58% | Q2 2017 | Q1 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.40% | 0.52% | 0.67% | Q4 2021 | Q4 2022 | 5 |
Navis Wealth Advisors, LLC | 3 | 2 | 0.33% | 0.44% | 0.72% | Q4 2020 | Q3 2023 | 5 |
Green Owl Capital Management, LLC | 2 | 1 | 0.12% | 1.48% | 4.41% | Q2 2015 | Q1 2016 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.13% | 0.21% | 0.28% | Q4 2020 | Q3 2023 | 5 |
SCFF MANAGEMENT LLC | 5 | 5 | 18.67% | 22.18% | 25.86% | Q2 2013 | Q2 2014 | 5 |
ENZI WEALTH | 5 | 5 | 0.37% | 0.46% | 0.55% | Q3 2022 | Q3 2023 | 5 |
Dentgroup LLC | 5 | 5 | 0.32% | 0.39% | 0.43% | Q3 2022 | Q3 2023 | 5 |
General Partner, Inc. | 5 | 5 | 1.46% | 1.66% | 1.90% | Q4 2022 | Q4 2023 | 5 |
TIEDEMANN TRUST CO | 5 | 5 | 0.02% | 0.06% | 0.13% | Q2 2015 | Q2 2016 | 5 |
Verus Financial Partners, Inc. | 2 | 1 | 0.03% | 1.70% | 8.35% | Q3 2020 | Q3 2023 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 1.75% | 2.26% | 2.48% | Q4 2021 | Q4 2022 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 1.05% | 1.38% | 1.53% | Q3 2022 | Q3 2023 | 5 |
Greenland Capital Management LP | 2 | 1 | 0.10% | 0.60% | 1.33% | Q4 2022 | Q3 2023 | 5 |
Kames Capital Management Ltd | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q4 2014 | 5 |
Carnick & Kubik, LLC | 4 | 1 | 0.05% | 0.73% | 1.23% | Q4 2013 | Q1 2016 | 5 |
DALTON GREINER HARTMAN MAHER & CO | 5 | 5 | 0.22% | 0.39% | 0.75% | Q1 2020 | Q1 2021 | 5 |
Inspire Advisors, LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 5 |
Banyan Partners, LLC | 5 | 5 | 0.23% | 0.28% | 0.32% | Q3 2013 | Q3 2014 | 5 |
Contrarius Investment Management Ltd | 3 | 2 | 0.23% | 2.45% | 6.37% | Q1 2022 | Q3 2023 | 5 |
Balboa Wealth Partners | 5 | 5 | 1.84% | 2.66% | 3.24% | Q3 2022 | Q3 2023 | 5 |
EMORY UNIVERSITY | 4 | 1 | 0.16% | 3.19% | 15.22% | Q1 2018 | Q3 2020 | 5 |
ABEILLE ASSET MANAGEMENT SA | 5 | 5 | 0.95% | 2.64% | 4.31% | Q4 2021 | Q4 2022 | 5 |
Quantum Financial Advisors, LLC | 3 | 2 | 0.18% | 0.33% | 0.48% | Q2 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.62% | 0.88% | 1.12% | Q4 2020 | Q4 2021 | 5 |
HENNESSY ADVISORS INC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q4 2017 | 5 |
Ruane, Cunniff & Goldfarb | 5 | 5 | 3.15% | 4.27% | 7.51% | Q4 2016 | Q4 2017 | 5 |
CMC Financial Group | 4 | 1 | 0.12% | 1.28% | 1.82% | Q4 2018 | Q2 2021 | 5 |
SOROS CAPITAL MANAGEMENT LLC | 4 | 1 | 1.02% | 3.70% | 8.10% | Q1 2020 | Q2 2021 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.52% | 0.55% | 0.61% | Q4 2018 | Q4 2019 | 5 |
SCGF III MANAGEMENT LLC | 5 | 5 | 4.06% | 4.96% | 7.03% | Q2 2013 | Q2 2014 | 5 |
Lebenthal Asset Management, LLC | 5 | 5 | 0.14% | 0.20% | 0.32% | Q1 2016 | Q1 2017 | 5 |
Millennium TVP Management Co., LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2015 | 5 |
Warwick Investment Management, Inc. | 5 | 5 | 0.14% | 0.17% | 0.21% | Q3 2022 | Q3 2023 | 5 |
BANKERS TRUST CO | 5 | 5 | 0.15% | 0.16% | 0.17% | Q2 2013 | Q2 2014 | 5 |
Santa Fe Partners LLC | 3 | 1 | 0.50% | 0.51% | 0.52% | Q2 2013 | Q4 2015 | 5 |
GRATRY & Co LLC | 5 | 5 | 0.25% | 0.32% | 0.37% | Q4 2016 | Q4 2017 | 5 |
Gibson Wealth Advisors LLC | 5 | 5 | 0.02% | 0.06% | 0.16% | Q4 2021 | Q4 2022 | 5 |
QUANTUM CAPITAL MANAGEMENT | 3 | 1 | 0.05% | 0.15% | 0.34% | Q2 2013 | Q3 2020 | 5 |
Privium Fund Management (UK) Ltd | 4 | 1 | 2.00% | 3.57% | 4.40% | Q1 2022 | Q3 2023 | 5 |
Airain ltd | 1 | 1 | 0.13% | 0.36% | 0.87% | Q4 2013 | Q2 2017 | 5 |
Princeton Portfolio Strategies Group LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q2 2021 | 5 |
Waterfront Capital Partners, LLC | 4 | 1 | 0.25% | 0.94% | 1.52% | Q1 2020 | Q1 2022 | 5 |
Milestone Advisory Partners | 5 | 5 | 0.11% | 0.12% | 0.13% | Q3 2020 | Q3 2021 | 5 |
Risk Paradigm Group, LLC | 4 | 1 | 0.01% | 0.03% | 0.10% | Q3 2015 | Q1 2018 | 5 |
Jolley Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
BERRY GROUP, LLC | 5 | 5 | 1.88% | 2.61% | 2.98% | Q4 2019 | Q4 2020 | 5 |
Two Creeks Capital Management, LP | 5 | 5 | 2.53% | 3.34% | 3.95% | Q3 2021 | Q3 2022 | 5 |
Aristides Capital LLC | 5 | 5 | 0.82% | 1.58% | 3.07% | Q4 2019 | Q4 2020 | 5 |
RAM Investment Partners, LLC | 5 | 5 | 0.97% | 1.03% | 1.23% | Q4 2022 | Q4 2023 | 5 |
IPL Advisers, LLC | 5 | 5 | 3.95% | 8.82% | 11.44% | Q4 2016 | Q4 2017 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 1.33% | 1.83% | 2.19% | Q4 2021 | Q4 2022 | 5 |
SS&H Financial Advisors, Inc. | 4 | 1 | 1.51% | 1.85% | 2.40% | Q2 2022 | Q3 2023 | 5 |
Proquility Private Wealth Partners, LLC | 4 | 1 | 0.50% | 0.63% | 0.70% | Q1 2021 | Q2 2022 | 5 |
Long Focus Capital Management, LLC | 3 | 3 | 0.12% | 0.54% | 1.05% | Q4 2022 | Q2 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.37% | 0.59% | 0.79% | Q4 2016 | Q4 2017 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.27% | 0.44% | 0.88% | Q4 2016 | Q4 2017 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.90% | 1.25% | 1.50% | Q2 2015 | Q2 2016 | 5 |
Machina Capital S.A.S. | 4 | 1 | 1.03% | 1.49% | 1.78% | Q4 2018 | Q2 2021 | 5 |
Woodline Partners LP | 2 | 1 | 0.31% | 0.98% | 2.15% | Q1 2020 | Q2 2023 | 5 |
Triasima Portfolio Management inc. | 5 | 5 | 0.02% | 0.08% | 0.22% | Q4 2020 | Q4 2021 | 5 |
Ellsworth Advisors, LLC | 5 | 5 | 0.14% | 0.18% | 0.23% | Q4 2020 | Q4 2021 | 5 |
ACT CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.15% | 0.50% | 0.85% | Q2 2021 | Q2 2022 | 5 |
PVG ASSET MANAGEMENT CORP | 4 | 1 | 0.66% | 0.95% | 1.88% | Q1 2021 | Q3 2023 | 5 |
Legato Capital Management LLC | 4 | 1 | 0.30% | 0.36% | 0.45% | Q2 2020 | Q3 2023 | 5 |
KIDS CAPITAL MANAGEMENT, L.P. | 5 | 5 | 6.33% | 8.63% | 10.59% | Q4 2021 | Q4 2022 | 5 |
Jackson Financial Management | 3 | 2 | 0.13% | 0.19% | 0.25% | Q2 2018 | Q4 2019 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 1.14% | 1.38% | 1.53% | Q3 2022 | Q3 2023 | 5 |
Ergoteles LLC | 4 | 1 | 0.02% | 0.33% | 1.39% | Q4 2020 | Q3 2022 | 5 |
Meadow Creek Wealth Advisors LLC | 4 | 1 | 0.96% | 1.55% | 1.97% | Q4 2019 | Q3 2022 | 5 |
Kehrs Ridge Capital,LLC | 2 | 1 | 1.12% | 3.17% | 4.93% | Q3 2020 | Q1 2022 | 5 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.29% | 0.80% | Q4 2016 | Q3 2021 | 5 |
Quinn Opportunity Partners LLC | 3 | 2 | 0.35% | 0.47% | 0.59% | Q1 2019 | Q3 2021 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 2.64% | 3.11% | 3.59% | Q3 2022 | Q3 2023 | 5 |
Selway Asset Management | 5 | 5 | 0.06% | 1.38% | 2.38% | Q3 2022 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.27% | 0.76% | 1.12% | Q4 2017 | Q4 2018 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 1.64% | 1.95% | 2.27% | Q3 2022 | Q3 2023 | 5 |
BILL & MELINDA GATES FOUNDATION TRUST | 4 | 1 | 0.01% | 0.59% | 0.93% | Q1 2020 | Q3 2023 | 5 |
Zeno Research, LLC | 3 | 1 | 3.41% | 4.00% | 4.78% | Q1 2021 | Q4 2022 | 5 |
SBK Financial, Inc. | 5 | 5 | 1.44% | 1.60% | 1.89% | Q4 2021 | Q4 2022 | 5 |
Addenda Capital Inc. | 5 | 5 | 0.20% | 0.25% | 0.30% | Q3 2022 | Q3 2023 | 5 |
SAM Advisors, LLC | 5 | 5 | 1.07% | 1.15% | 1.25% | Q3 2022 | Q3 2023 | 5 |
Alpha Omega Group, Inc. | 4 | 1 | 0.25% | 0.30% | 0.32% | Q4 2020 | Q1 2022 | 5 |
Farmers National Bank | 3 | 2 | 0.02% | 0.07% | 0.14% | Q4 2017 | Q2 2019 | 5 |
Growth Interface Management LLC | 5 | 5 | 4.67% | 8.68% | 12.83% | Q4 2018 | Q4 2019 | 5 |
Ruffer LLP | 5 | 5 | 2.16% | 4.16% | 6.02% | Q3 2022 | Q3 2023 | 5 |
Stux Capital Management, LLC | 5 | 5 | 0.17% | 0.46% | 0.72% | Q2 2013 | Q2 2014 | 5 |
Invictus RG Pte. Ltd. | 4 | 1 | 0.02% | 0.11% | 0.22% | Q4 2013 | Q3 2015 | 5 |
SC X MANAGEMENT LLC | 5 | 5 | 5.97% | 46.66% | 100.00% | Q2 2013 | Q2 2014 | 5 |
Aris Wealth Services, Inc. | 3 | 2 | 0.08% | 0.19% | 0.32% | Q3 2013 | Q3 2015 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 11.08% | 11.48% | 12.30% | Q2 2020 | Q3 2021 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.62% | 0.80% | 0.93% | Q4 2022 | Q4 2023 | 5 |
OGBORNE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 9.64% | 17.81% | Q4 2018 | Q2 2021 | 5 |
Cresta Advisors, Ltd. | 5 | 5 | 1.18% | 1.39% | 1.83% | Q3 2022 | Q3 2023 | 5 |
CADIAN CAPITAL MANAGEMENT, LP | 3 | 2 | 0.28% | 0.71% | 1.46% | Q1 2016 | Q3 2022 | 5 |
Kemper Corp Master Retirement Trust | 5 | 5 | 0.77% | 1.34% | 1.74% | Q4 2019 | Q4 2020 | 5 |
MD Financial Management Inc. | 5 | 5 | 0.00% | 0.47% | 1.01% | Q4 2020 | Q4 2021 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.16% | 0.21% | 0.23% | Q4 2022 | Q4 2023 | 5 |
Sterling Ridge Capital Management LP | 5 | 5 | 0.36% | 0.62% | 0.76% | Q1 2015 | Q1 2016 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.36% | 0.45% | 0.56% | Q3 2022 | Q3 2023 | 5 |
MAS Advisors LLC | 2 | 1 | 0.21% | 0.28% | 0.35% | Q4 2021 | Q2 2023 | 5 |
Forward Management, LLC | 5 | 5 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q4 2014 | 5 |
CM WEALTH ADVISORS LLC | 3 | 2 | 0.12% | 0.20% | 0.37% | Q2 2022 | Q3 2023 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.44% | 1.67% | 2.15% | Q3 2022 | Q3 2023 | 5 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 5 |
Sterling Global Strategies LLC | 4 | 1 | 0.93% | 1.18% | 1.43% | Q2 2016 | Q1 2019 | 5 |
Ohio National Investments, Inc. | 4 | 1 | 1.20% | 1.56% | 2.25% | Q3 2014 | Q1 2016 | 5 |
BCWM, LLC | 5 | 5 | 1.21% | 2.46% | 2.86% | Q4 2020 | Q4 2021 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.24% | 0.33% | 0.48% | Q4 2020 | Q3 2023 | 5 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.20% | 1.88% | 4.60% | Q2 2020 | Q3 2023 | 5 |
St. James Investment Advisors, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.16% | 0.16% | 0.19% | Q2 2013 | Q2 2014 | 5 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 0.21% | 0.38% | 0.48% | Q4 2016 | Q3 2017 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 0.85% | 1.30% | 1.54% | Q3 2022 | Q3 2023 | 5 |
Point72 Europe (London) LLP | 2 | 1 | 0.05% | 1.03% | 2.36% | Q1 2018 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.19% | 0.30% | 0.46% | Q1 2015 | Q1 2016 | 5 |
Mosaic Advisors LLC | 4 | 1 | 0.37% | 0.53% | 0.65% | Q1 2021 | Q2 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 1.33% | 1.92% | 2.59% | Q3 2022 | Q3 2023 | 5 |
Peak Ten Capital LLC | 4 | 1 | 1.68% | 3.31% | 5.50% | Q2 2013 | Q3 2015 | 5 |
Colonial Trust Co / SC | 5 | 5 | 1.18% | 1.54% | 1.93% | Q3 2022 | Q3 2023 | 5 |
David Kennon Inc | 5 | 5 | 0.11% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
KENSICO CAPITAL MANAGEMENT CORP | 2 | 1 | 0.84% | 2.76% | 4.40% | Q2 2021 | Q3 2023 | 5 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.74% | 1.67% | 3.38% | Q3 2014 | Q1 2016 | 5 |
Copper Rock Capital Partners, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2017 | 5 |
DCF Advisers, LLC | 3 | 2 | 0.32% | 0.56% | 1.34% | Q2 2021 | Q3 2023 | 5 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 4 | 1 | 1.29% | 3.63% | 7.10% | Q3 2016 | Q3 2018 | 5 |
GraniteShares Advisors LLC | 5 | 5 | 2.33% | 3.41% | 4.43% | Q4 2021 | Q4 2022 | 5 |
Watershed Asset Management, L.L.C. | 5 | 5 | 1.38% | 2.99% | 3.93% | Q4 2021 | Q4 2022 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.31% | 0.44% | 0.66% | Q3 2015 | Q3 2016 | 5 |
Ice Pond Lane Advisers, LLC | 5 | 5 | 2.14% | 7.22% | 12.32% | Q4 2016 | Q4 2017 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.09% | 0.36% | 0.76% | Q2 2019 | Q2 2020 | 5 |
Greenwoods Asset Management Ltd | 4 | 1 | 0.04% | 0.43% | 0.89% | Q1 2018 | Q4 2020 | 5 |
HARBERT FUND ADVISORS, INC. | 5 | 5 | 1.44% | 2.44% | 4.00% | Q3 2022 | Q3 2023 | 5 |
Hanlon Investment Management, Inc. | 3 | 1 | 0.08% | 0.18% | 0.41% | Q2 2016 | Q3 2023 | 5 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 5 | 5 | 0.61% | 0.74% | 0.88% | Q3 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.50% | 0.87% | 1.58% | Q3 2022 | Q3 2023 | 5 |
Florence Capital Advisors, LLC | 5 | 5 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q4 2017 | 5 |
Trustees of Dartmouth College | 5 | 5 | 0.02% | 0.04% | 0.04% | Q4 2017 | Q4 2018 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.92% | 1.71% | 2.86% | Q4 2021 | Q4 2022 | 5 |
SageGuard Financial Group, LLC | 4 | 4 | 4.85% | 6.90% | 8.64% | Q4 2020 | Q3 2021 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 1.04% | 1.28% | 1.50% | Q4 2022 | Q3 2023 | 4 |
O'Neil Global Advisors, Inc. | 2 | 1 | 0.63% | 1.27% | 2.48% | Q2 2021 | Q3 2023 | 4 |
CATAWBA CAPITAL MANAGEMENT /VA | 4 | 4 | 0.08% | 0.13% | 0.23% | Q3 2017 | Q2 2018 | 4 |
Capitol Family Office, Inc. | 4 | 4 | 2.43% | 3.02% | 3.73% | Q4 2021 | Q3 2022 | 4 |
Lloyd Park, LLC | 4 | 4 | 0.99% | 1.58% | 2.22% | Q4 2021 | Q3 2022 | 4 |
Seminole Management Co., Inc. | 2 | 1 | 0.58% | 1.20% | 2.50% | Q4 2015 | Q4 2017 | 4 |
Sterling Group Wealth Management, LLC | 4 | 4 | 0.63% | 0.76% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Ground Swell Capital, LLC | 1 | 1 | 0.34% | 2.31% | 4.43% | Q3 2014 | Q3 2023 | 4 |
Dynasty Wealth Management, LLC | 4 | 4 | 0.62% | 2.02% | 3.65% | Q4 2017 | Q3 2018 | 4 |
WealthCare Investment Partners, LLC | 3 | 1 | 0.19% | 0.21% | 0.23% | Q3 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 1.47% | 1.62% | 1.72% | Q3 2020 | Q2 2021 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.20% | 0.94% | 2.88% | Q3 2020 | Q3 2023 | 4 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.12% | 0.27% | 0.42% | Q1 2022 | Q2 2023 | 4 |
Rodgers & Associates, LTD | 1 | 1 | 0.03% | 0.05% | 0.10% | Q4 2020 | Q2 2023 | 4 |
Impala Asset Management LLC | 2 | 1 | 0.24% | 0.32% | 0.49% | Q3 2015 | Q1 2020 | 4 |
Mondrian Investment Partners LTD | 4 | 4 | 1.38% | 2.25% | 2.86% | Q4 2022 | Q3 2023 | 4 |
Mount Lucas Management LP | 4 | 4 | 0.29% | 0.43% | 0.77% | Q2 2020 | Q1 2021 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 1.39% | 1.90% | 2.52% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 1.78% | 2.17% | 2.59% | Q4 2020 | Q3 2021 | 4 |
Leith Wheeler Investment Counsel Ltd. | 3 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2023 | 4 |
SPHINX TRADING, LP | 2 | 1 | 0.03% | 3.23% | 10.46% | Q2 2018 | Q4 2021 | 4 |
Espalier Global Management LLC | 1 | 1 | 0.41% | 0.91% | 1.46% | Q2 2013 | Q3 2015 | 4 |
Goldstream Capital Management Ltd | 3 | 1 | 0.24% | 2.03% | 4.52% | Q3 2022 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 1.14% | 1.25% | 1.43% | Q2 2013 | Q1 2014 | 4 |
Freed Investment Group | 4 | 4 | 5.54% | 5.95% | 6.52% | Q4 2020 | Q3 2021 | 4 |
Newlands Management Operations LLC | 4 | 4 | 8.00% | 8.58% | 9.15% | Q4 2022 | Q3 2023 | 4 |
Profit Investment Management, LLC | 3 | 1 | 0.01% | 0.74% | 1.54% | Q2 2013 | Q2 2014 | 4 |
RUDMAN ERROL M | 2 | 2 | 0.75% | 1.71% | 2.86% | Q1 2017 | Q3 2018 | 4 |
TIGER CONSUMER MANAGEMENT, LP | 3 | 1 | 3.28% | 4.04% | 5.09% | Q3 2013 | Q3 2014 | 4 |
Odey Holdings Ltd | 4 | 4 | 5.17% | 5.89% | 7.04% | Q2 2021 | Q1 2022 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.83% | 1.02% | 1.16% | Q4 2022 | Q3 2023 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.36% | 0.71% | 1.48% | Q1 2020 | Q3 2023 | 4 |
Cooperatieve Rabobank U.A. | 3 | 1 | 1.44% | 2.68% | 4.29% | Q2 2013 | Q2 2014 | 4 |
Tandem Wealth Advisors LLC | 4 | 4 | 0.12% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.38% | 0.49% | 0.57% | Q4 2022 | Q3 2023 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.76% | 0.95% | 1.09% | Q4 2022 | Q3 2023 | 4 |
Alpha DNA Investment Management LLC | 3 | 1 | 0.35% | 0.50% | 0.82% | Q4 2020 | Q3 2023 | 4 |
ForthRight Wealth Management, LLC | 3 | 1 | 0.10% | 0.21% | 0.27% | Q4 2020 | Q3 2023 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Paul John Balson | 4 | 4 | 1.69% | 2.21% | 2.62% | Q1 2020 | Q4 2020 | 4 |
DOW CHEMICAL CO /DE/ | 3 | 1 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q2 2014 | 4 |
Coho Partners, Ltd. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Kinneret Advisory, LLC | 4 | 4 | 0.88% | 1.06% | 1.18% | Q4 2022 | Q3 2023 | 4 |
Wakefield Asset Management LLLP | 3 | 1 | 0.11% | 0.81% | 1.47% | Q3 2018 | Q3 2020 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.20% | 0.44% | 0.55% | Q2 2021 | Q1 2022 | 4 |
Jetstream Capital LLC | 2 | 1 | 0.06% | 12.35% | 36.47% | Q3 2013 | Q3 2015 | 4 |
Insight Folios Inc | 2 | 1 | 0.08% | 0.12% | 0.17% | Q2 2021 | Q2 2023 | 4 |
Cartenna Capital, LP | 2 | 1 | 1.48% | 3.24% | 5.03% | Q2 2021 | Q3 2023 | 4 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 3 | 1 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q4 2021 | 4 |
Legacy Trust | 4 | 4 | 0.69% | 0.99% | 1.21% | Q4 2022 | Q3 2023 | 4 |
Indices-Pac Research Corp. | 4 | 4 | 0.20% | 0.33% | 0.64% | Q2 2013 | Q1 2014 | 4 |
SHAPIRO CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q4 2017 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 4.53% | 4.85% | 5.19% | Q4 2019 | Q3 2020 | 4 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 4 | 4 | 0.12% | 0.19% | 0.22% | Q2 2020 | Q1 2021 | 4 |
Jeereddi Investments, LP | 4 | 4 | 0.30% | 0.34% | 0.42% | Q3 2021 | Q2 2022 | 4 |
AlphaCentric Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Lakeside Advisors, INC. | 2 | 1 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q3 2023 | 4 |
Vienna Asset Management LLC | 4 | 4 | 1.32% | 4.31% | 9.36% | Q4 2021 | Q3 2022 | 4 |
ZWEIG ADVISERS LLC | 4 | 4 | 0.96% | 1.25% | 1.38% | Q2 2013 | Q1 2014 | 4 |
Cardinal Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 4 |
BROGAN FINANCIAL, INC. | 4 | 4 | 0.25% | 0.32% | 0.38% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.36% | 0.53% | 0.90% | Q4 2021 | Q3 2022 | 4 |
BALTIMORE CAPITAL MANAGEMENT, INC | 3 | 1 | 0.31% | 0.45% | 0.57% | Q1 2018 | Q1 2019 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.19% | 0.27% | 0.32% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.25% | 1.13% | 1.56% | Q2 2023 | Q3 2023 | 4 |
Maxim Capital Management LLC | 2 | 2 | 0.35% | 0.47% | 0.66% | Q2 2019 | Q2 2020 | 4 |
MSD Partners, L.P. | 4 | 4 | 0.81% | 1.40% | 2.02% | Q1 2021 | Q4 2021 | 4 |
FinDec Wealth Services, Inc. | 4 | 4 | 0.18% | 0.26% | 0.32% | Q4 2022 | Q3 2023 | 4 |
EII CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q4 2018 | 4 |
AXQ CAPITAL, LP | 4 | 4 | 0.37% | 0.77% | 1.29% | Q4 2022 | Q3 2023 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 4.85% | 5.27% | 5.60% | Q4 2021 | Q3 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.40% | 0.50% | 0.58% | Q4 2021 | Q3 2022 | 4 |
TRAIN BABCOCK ADVISORS LLC | 3 | 1 | 0.08% | 0.11% | 0.13% | Q3 2016 | Q3 2017 | 4 |
KFG WEALTH MANAGEMENT, LLC | 4 | 4 | 0.20% | 0.28% | 0.33% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 2.66% | 2.92% | 3.20% | Q4 2022 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 1.40% | 2.31% | 3.17% | Q4 2022 | Q3 2023 | 4 |
Aurora Investment Managers, LLC. | 3 | 1 | 0.19% | 0.24% | 0.28% | Q2 2020 | Q3 2022 | 4 |
TIAA CREF TRUST CO FSB/MO | 4 | 4 | 0.07% | 0.10% | 0.13% | Q2 2016 | Q1 2017 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 2.23% | 4.35% | 6.60% | Q4 2022 | Q3 2023 | 4 |
Constellation Investimentos e Participacoes Ltda | 4 | 4 | 0.15% | 0.18% | 0.21% | Q3 2020 | Q2 2021 | 4 |
VISTA FINANCE, LLC | 4 | 4 | 0.29% | 0.81% | 1.23% | Q4 2021 | Q3 2022 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 1.06% | 1.30% | 1.48% | Q4 2022 | Q3 2023 | 4 |
HawsGoodwin Investment Management LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q2 2020 | Q1 2021 | 4 |
AIA Investment Management Private Ltd | 3 | 1 | 0.20% | 1.10% | 2.00% | Q3 2019 | Q3 2020 | 4 |
Safeguard Financial, LLC | 3 | 1 | 0.14% | 0.17% | 0.21% | Q3 2022 | Q3 2023 | 4 |
Hall Kathryn A. | 2 | 1 | 0.13% | 0.29% | 0.67% | Q2 2014 | Q3 2020 | 4 |
NewDay Solutions, LLC | 2 | 1 | 1.92% | 2.77% | 4.68% | Q4 2018 | Q1 2020 | 4 |
NEXPOINT ASSET MANAGEMENT, L.P. | 3 | 3 | 0.20% | 0.44% | 0.55% | Q3 2019 | Q1 2020 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.04% | 1.83% | 3.23% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 2.06% | 3.36% | 4.17% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 0.13% | 0.18% | 0.22% | Q3 2022 | Q2 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.04% | 0.11% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.52% | 0.75% | 0.93% | Q4 2022 | Q3 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 1.39% | 1.70% | 1.91% | Q4 2022 | Q3 2023 | 4 |
KEYSTONE INVESTORS PTE LTD | 4 | 4 | 0.88% | 1.36% | 1.91% | Q4 2022 | Q3 2023 | 4 |
Alden Global Capital LLC | 4 | 4 | 2.43% | 4.55% | 8.17% | Q4 2022 | Q3 2023 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
FORTE ASSET MANAGEMENT LLC | 4 | 4 | 0.14% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Grace & Mercy Foundation, Inc. | 4 | 4 | 11.19% | 14.72% | 18.23% | Q4 2022 | Q3 2023 | 4 |
Discovery Value Fund | 4 | 4 | 14.57% | 15.29% | 16.48% | Q4 2018 | Q3 2019 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.90% | 1.17% | 1.41% | Q4 2022 | Q3 2023 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 0.59% | 0.67% | 0.70% | Q4 2022 | Q3 2023 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.34% | 0.43% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Van Cleef Asset Management,Inc | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Storm King Capital Partners, LLC | 4 | 4 | 13.96% | 16.78% | 19.77% | Q1 2022 | Q4 2022 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 1.08% | 1.34% | 1.66% | Q4 2022 | Q3 2023 | 4 |
Range Financial Group LLC | 3 | 1 | 0.16% | 0.33% | 0.42% | Q1 2021 | Q1 2022 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 1.07% | 1.32% | 1.45% | Q4 2022 | Q3 2023 | 4 |
Paragon Capital Management Ltd | 3 | 1 | 0.03% | 0.23% | 0.38% | Q1 2018 | Q4 2021 | 4 |
Endowment Wealth Management, Inc. | 2 | 2 | 0.20% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 4 |
SUTTON PLACE INVESTORS LLC | 3 | 1 | 0.27% | 0.34% | 0.42% | Q1 2022 | Q3 2023 | 4 |
Sterling Financial Group, Inc. | 4 | 4 | 0.37% | 0.43% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.63% | 0.73% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Autonomy Capital (Jersey) L.P. | 4 | 4 | 36.45% | 57.01% | 81.13% | Q3 2017 | Q2 2018 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 1.88% | 2.23% | 2.46% | Q4 2022 | Q3 2023 | 4 |
KHP Capital, LLC | 4 | 4 | 0.31% | 0.40% | 0.60% | Q4 2017 | Q3 2018 | 4 |
Meritas Wealth Management, LLC | 4 | 4 | 0.33% | 0.39% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 1.17% | 2.23% | 2.94% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.36% | 0.41% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Pactiv General Employee Benefit Trust | 4 | 4 | 2.96% | 3.23% | 3.47% | Q3 2020 | Q2 2021 | 4 |
Intrinsic Edge Capital Management LLC | 4 | 4 | 0.11% | 0.20% | 0.31% | Q1 2020 | Q4 2020 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.73% | 1.23% | 1.55% | Q4 2022 | Q3 2023 | 4 |
Enhancing Capital LLC | 4 | 4 | 1.06% | 1.31% | 1.52% | Q4 2021 | Q3 2022 | 4 |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4 | 4 | 0.40% | 0.47% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Cercano Management LLC | 4 | 4 | 1.06% | 1.45% | 2.06% | Q4 2022 | Q3 2023 | 4 |
WT Asset Management Ltd | 1 | 1 | 5.89% | 8.73% | 13.24% | Q4 2018 | Q3 2023 | 4 |
Trellis Wealth Advisors LLC | 4 | 4 | 1.24% | 1.48% | 1.74% | Q4 2022 | Q3 2023 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 1.47% | 1.93% | 2.44% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.81% | 0.99% | 1.18% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.08% | 0.44% | 0.57% | Q4 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.38% | 0.50% | 0.58% | Q4 2022 | Q3 2023 | 4 |
McNamara Financial Services, Inc. | 4 | 4 | 2.28% | 2.73% | 3.14% | Q1 2015 | Q4 2015 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 3.76% | 3.91% | 4.04% | Q4 2020 | Q3 2021 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 0.18% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.06% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Baupost Group | 3 | 1 | 0.48% | 1.25% | 2.24% | Q2 2022 | Q2 2023 | 4 |
Ennismore Fund Management Ltd | 4 | 4 | 4.94% | 7.97% | 9.13% | Q2 2020 | Q1 2021 | 4 |
TRILOGY GLOBAL ADVISORS LP | 4 | 4 | 0.27% | 0.32% | 0.40% | Q1 2015 | Q4 2015 | 4 |
MONTCHANIN ASSET MANAGEMENT, LLC | 2 | 2 | 0.28% | 0.44% | 0.83% | Q2 2022 | Q2 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2 | 2 | 0.12% | 0.44% | 0.84% | Q1 2022 | Q3 2023 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 0.47% | 0.59% | 0.70% | Q4 2022 | Q3 2023 | 4 |
MYECFO, LLC | 4 | 4 | 1.08% | 1.23% | 1.47% | Q4 2022 | Q3 2023 | 4 |
FALCON POINT CAPITAL, LLC | 4 | 4 | 0.57% | 1.64% | 2.53% | Q1 2020 | Q4 2020 | 4 |
P.A.W. CAPITAL CORP | 4 | 4 | 1.27% | 1.58% | 1.79% | Q4 2016 | Q3 2017 | 4 |
First County Bank /CT/ | 4 | 4 | 0.98% | 1.61% | 2.08% | Q4 2022 | Q3 2023 | 4 |
Chimera Capital Management LLC | 4 | 4 | 0.12% | 0.84% | 1.50% | Q2 2022 | Q1 2023 | 4 |
Hill Investment Group Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.74% | 1.12% | 1.96% | Q4 2022 | Q3 2023 | 4 |
Portside Wealth Group, LLC | 2 | 2 | 0.00% | 2.10% | 4.42% | Q2 2023 | Q3 2023 | 4 |
SB Management Ltd | 4 | 4 | 40.00% | 48.02% | 66.47% | Q3 2020 | Q2 2021 | 4 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 4 | 4 | 0.01% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
KARPAS STRATEGIES, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 4 |
Sonnipe Ltd | 4 | 4 | 0.61% | 0.65% | 0.70% | Q4 2022 | Q3 2023 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 3.37% | 4.35% | 5.02% | Q4 2022 | Q3 2023 | 4 |
SkyTop Capital Management LLC | 1 | 1 | 3.27% | 5.11% | 6.14% | Q3 2016 | Q1 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 1.18% | 1.61% | 1.86% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.88% | 0.95% | 1.01% | Q1 2023 | Q4 2023 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.19% | 0.28% | 0.36% | Q4 2022 | Q3 2023 | 4 |
WPWealth LLP | 4 | 4 | 0.11% | 0.19% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.60% | 0.72% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Buck Wealth Strategies, LLC | 3 | 1 | 2.82% | 3.08% | 3.48% | Q3 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 1.48% | 1.80% | 2.07% | Q4 2022 | Q3 2023 | 4 |
Stewardship Financial Advisors, LLC | 4 | 4 | 0.07% | 0.10% | 0.12% | Q2 2020 | Q1 2021 | 4 |
AJ Advisors, LLC | 4 | 4 | 0.39% | 0.47% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.68% | 0.86% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Ergawealth Advisors, Inc. | 4 | 4 | 0.20% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.27% | 0.38% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.41% | 0.52% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Johnson & White Wealth Management, LLC | 3 | 1 | 0.59% | 0.65% | 0.77% | Q3 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.53% | 0.60% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Pathway Financial Advisors LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.36% | 0.56% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 1.15% | 1.47% | 1.73% | Q4 2022 | Q3 2023 | 4 |
Meredith Wealth Planning | 4 | 4 | 0.19% | 0.27% | 0.47% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.35% | 0.52% | 0.68% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 1.00% | 1.12% | 1.28% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 1.45% | 1.78% | 2.08% | Q4 2022 | Q3 2023 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 0.23% | 0.27% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.81% | 0.91% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 0.43% | 0.50% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 1.24% | 1.77% | 2.13% | Q4 2022 | Q3 2023 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.16% | 0.27% | 0.39% | Q4 2022 | Q3 2023 | 4 |
RIA Advisory Group LLC | 4 | 4 | 0.38% | 0.60% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Blue Investment Partners LLC | 4 | 4 | 2.26% | 7.33% | 10.14% | Q4 2022 | Q3 2023 | 4 |
Aspen Wealth Strategies, LLC | 4 | 4 | 0.89% | 0.97% | 1.14% | Q4 2022 | Q3 2023 | 4 |
Verum Partners LLC | 4 | 4 | 0.75% | 1.11% | 1.66% | Q4 2022 | Q3 2023 | 4 |
Fund 1 Investments, LLC | 4 | 4 | 0.89% | 2.62% | 5.91% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 1.42% | 1.65% | 1.86% | Q4 2022 | Q3 2023 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 5.54% | 6.01% | 6.62% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.02% | 0.21% | 0.55% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.18% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 4 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 2 | 2 | 0.62% | 0.93% | 1.24% | Q2 2021 | Q3 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 0.18% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Templeton & Phillips Capital Management, LLC | 4 | 4 | 5.78% | 7.54% | 8.86% | Q4 2022 | Q3 2023 | 4 |
Eaton Financial Holdings Company, LLC | 4 | 4 | 0.42% | 1.51% | 2.05% | Q4 2022 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
New Hampshire Trust | 4 | 4 | 1.61% | 2.21% | 2.61% | Q4 2022 | Q3 2023 | 4 |
Hyperion Partners, LLC | 4 | 4 | 0.32% | 0.43% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Kooman & Associates | 4 | 4 | 0.20% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.43% | 0.67% | 0.92% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.26% | 0.32% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Crescent Sterling, Ltd. | 4 | 4 | 0.27% | 0.37% | 0.46% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 1.32% | 1.66% | 1.88% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.27% | 0.32% | 0.37% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.86% | 1.16% | 1.36% | Q4 2022 | Q3 2023 | 4 |
Compound Global Advisors, LLC | 4 | 4 | 2.28% | 3.78% | 6.16% | Q4 2022 | Q3 2023 | 4 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.13% | 0.65% | 1.40% | Q4 2021 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 2.69% | 3.22% | 3.59% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.27% | 0.39% | 0.49% | Q4 2022 | Q3 2023 | 4 |
MIROVA | 4 | 4 | 0.28% | 2.00% | 3.67% | Q4 2018 | Q3 2019 | 4 |
Olistico Wealth, LLC | 4 | 4 | 3.10% | 3.17% | 3.24% | Q4 2022 | Q3 2023 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 1.52% | 1.89% | 2.50% | Q4 2022 | Q3 2023 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 2.24% | 2.69% | 2.98% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.84% | 1.00% | 1.12% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 1.32% | 1.60% | 1.86% | Q4 2022 | Q3 2023 | 4 |
PETRA FINANCIAL ADVISORS INC | 4 | 4 | 0.41% | 0.51% | 0.67% | Q4 2022 | Q3 2023 | 4 |
GEM Asset Management, LLC | 4 | 4 | 0.86% | 0.96% | 1.04% | Q4 2022 | Q3 2023 | 4 |
Kennon-Green & Company, LLC | 4 | 4 | 0.25% | 0.54% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Gavilan Investment Partners LLC | 4 | 4 | 11.23% | 12.10% | 13.02% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Windle Wealth, LLC | 4 | 4 | 0.82% | 1.03% | 1.18% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.06% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Jessup Wealth Management, Inc | 4 | 4 | 5.91% | 8.87% | 12.62% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.46% | 0.60% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.18% | 0.28% | 0.34% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 1.08% | 1.30% | 1.56% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.73% | 0.94% | 1.09% | Q4 2022 | Q3 2023 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.46% | 0.50% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Retirement Investments LLC | 4 | 4 | 0.18% | 0.25% | 0.30% | Q4 2022 | Q3 2023 | 4 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 4 | 4 | 1.21% | 1.37% | 1.45% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.14% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.54% | 0.70% | 0.83% | Q4 2022 | Q3 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 0.16% | 0.26% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.15% | 0.22% | 0.31% | Q4 2022 | Q3 2023 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 0.54% | 0.73% | 0.84% | Q4 2019 | Q3 2020 | 4 |
Blue Water Life Science Advisors, LP | 4 | 4 | 0.19% | 0.24% | 0.30% | Q4 2020 | Q3 2021 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 0.23% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Atlas Wealth LLC | 4 | 4 | 0.52% | 0.55% | 0.58% | Q4 2022 | Q3 2023 | 4 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 4 | 4 | 0.02% | 0.08% | 0.11% | Q2 2014 | Q1 2015 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 1.10% | 1.35% | 1.52% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.53% | 0.65% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 0.85% | 0.99% | 1.11% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.17% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.77% | 0.92% | 0.99% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 2.80% | 4.16% | 5.39% | Q4 2022 | Q3 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 2.23% | 2.89% | 3.32% | Q4 2022 | Q3 2023 | 4 |
PALO ALTO WEALTH ADVISORS, LLC | 4 | 4 | 0.64% | 0.80% | 0.93% | Q4 2022 | Q3 2023 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 0.47% | 0.65% | 0.81% | Q4 2022 | Q3 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.79% | 1.07% | 1.22% | Q4 2022 | Q3 2023 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 1.27% | 1.45% | 1.65% | Q4 2021 | Q3 2022 | 4 |
Great Waters Wealth Management | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.52% | 0.60% | 0.69% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 1.44% | 1.86% | 2.16% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 2.49% | 2.72% | 2.90% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.54% | 0.63% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.73% | 0.80% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 2.83% | 3.09% | 3.27% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.14% | 0.19% | 0.24% | Q4 2022 | Q3 2023 | 4 |
MRP Capital Investments, LLC | 4 | 4 | 0.86% | 1.24% | 2.24% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 1.44% | 1.78% | 2.02% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.72% | 0.90% | 1.02% | Q4 2022 | Q3 2023 | 4 |
LWMG, LLC | 4 | 4 | 0.61% | 0.64% | 0.71% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 3.83% | 3.95% | 4.12% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Partners LLC | 4 | 4 | 1.60% | 2.07% | 2.70% | Q4 2022 | Q3 2023 | 4 |
Manchester Global Management (UK) Ltd | 4 | 4 | 1.56% | 3.74% | 7.21% | Q4 2022 | Q3 2023 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 0.25% | 0.36% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Kaye Capital Management | 4 | 4 | 0.15% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 5.28% | 6.19% | 6.94% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.49% | 0.54% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Eley Financial Management, Inc | 4 | 4 | 0.94% | 1.20% | 1.37% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 1.02% | 1.11% | 1.23% | Q4 2022 | Q3 2023 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 2.35% | 2.99% | 3.39% | Q4 2022 | Q3 2023 | 4 |
Socha Financial Group, LLC | 2 | 2 | 0.13% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 4 |
Owen LaRue, LLC | 4 | 4 | 2.14% | 2.38% | 2.59% | Q4 2022 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 0.94% | 1.24% | 1.44% | Q4 2022 | Q3 2023 | 4 |
DGH Investments Inc. | 4 | 4 | 17.87% | 39.30% | 100.00% | Q1 2017 | Q4 2017 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 2.25% | 2.70% | 3.23% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.43% | 0.46% | 0.51% | Q4 2022 | Q3 2023 | 4 |
MBB PUBLIC MARKETS I LLC | 3 | 1 | 0.02% | 0.07% | 0.22% | Q4 2021 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 1.30% | 1.59% | 1.80% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.15% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.17% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Clifford Group, LLC | 4 | 4 | 0.81% | 1.06% | 1.24% | Q4 2022 | Q3 2023 | 4 |
Longbow Finance SA | 4 | 4 | 1.18% | 2.25% | 4.02% | Q4 2022 | Q3 2023 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 0.29% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.03% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 1.51% | 1.68% | 1.83% | Q4 2022 | Q3 2023 | 4 |
Virtus ETF Advisers LLC | 3 | 1 | 0.02% | 0.08% | 0.20% | Q4 2019 | Q2 2022 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 0.29% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Parker Financial LLC | 4 | 4 | 0.20% | 0.28% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.85% | 1.08% | 1.35% | Q4 2022 | Q3 2023 | 4 |
Smith Affiliated Capital Corp. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2011 | Q4 2012 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.21% | 0.27% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 0.84% | 0.98% | 1.09% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 1.22% | 1.40% | 1.56% | Q4 2022 | Q3 2023 | 4 |
Black Maple Capital Management LP | 3 | 3 | 0.45% | 0.60% | 0.70% | Q1 2021 | Q3 2021 | 4 |
Graphene Investments SAS | 4 | 4 | 1.78% | 1.93% | 2.08% | Q4 2022 | Q3 2023 | 4 |
LUTS & GREENLEIGH GROUP, INC | 4 | 4 | 0.61% | 0.90% | 1.09% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.48% | 0.68% | 0.82% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.55% | 0.67% | 0.77% | Q4 2022 | Q3 2023 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.94% | 1.46% | 2.61% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 1.70% | 2.03% | 2.26% | Q4 2022 | Q3 2023 | 4 |
RF&L WEALTH MANAGEMENT, LLC | 4 | 4 | 2.16% | 2.71% | 3.07% | Q4 2022 | Q3 2023 | 4 |
Massachusetts Wealth Management | 4 | 4 | 0.37% | 0.42% | 0.46% | Q4 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 0.11% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.26% | 0.36% | 0.44% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SPX Gestao de Recursos Ltda | 2 | 1 | 0.10% | 0.94% | 2.63% | Q4 2021 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.70% | 0.77% | 0.83% | Q4 2022 | Q3 2023 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 0.56% | 0.79% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Talbot Financial, LLC | 4 | 4 | 4.42% | 5.32% | 5.89% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.47% | 0.76% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 4.28% | 4.57% | 5.07% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 0.35% | 0.50% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Tillman Hartley LLC | 4 | 4 | 0.26% | 0.32% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Micawber Capital, LLC | 4 | 4 | 2.30% | 3.90% | 5.97% | Q4 2016 | Q3 2017 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 1.42% | 1.91% | 2.24% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q4 2019 | 4 |
PHH Investments, Ltd. | 4 | 4 | 0.07% | 0.09% | 0.11% | Q2 2018 | Q1 2019 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 1.04% | 1.19% | 1.33% | Q4 2018 | Q3 2023 | 4 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 3 | 1 | 0.41% | 3.86% | 7.76% | Q4 2013 | Q3 2015 | 4 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 3 | 1 | 1.40% | 1.73% | 1.86% | Q1 2020 | Q4 2021 | 4 |
Stillwater Investment Management, L.P. | 3 | 3 | 1.62% | 2.76% | 3.51% | Q4 2016 | Q2 2017 | 4 |
TCI Fund Management | 4 | 4 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q4 2020 | 4 |
Sapphire Star Partners LP | 3 | 1 | 0.37% | 0.52% | 0.70% | Q4 2015 | Q2 2017 | 4 |
Chautauqua Capital Management | 4 | 4 | 0.87% | 1.25% | 1.63% | Q1 2015 | Q4 2015 | 4 |
Rain Capital Management, LLC | 4 | 4 | 0.20% | 0.30% | 0.43% | Q4 2022 | Q3 2023 | 4 |
First Farmers & Merchants Bank / Trust | 4 | 4 | 0.42% | 0.50% | 0.56% | Q4 2021 | Q3 2022 | 4 |
Blossom Wealth Management | 3 | 1 | 1.54% | 5.91% | 9.82% | Q1 2021 | Q3 2023 | 4 |
Fifth Third Wealth Advisors LLC | 4 | 4 | 2.61% | 2.85% | 3.18% | Q1 2023 | Q4 2023 | 4 |
Glacier Peak Capital LLC | 4 | 4 | 0.25% | 2.55% | 4.23% | Q4 2018 | Q3 2019 | 4 |
Pacific Grove Capital LP | 3 | 1 | 0.13% | 0.94% | 1.48% | Q4 2015 | Q3 2018 | 4 |
Sensible Financial Planning & Management, LLC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
GenWealth Group, Inc. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q1 2020 | Q4 2020 | 4 |
Crabel Capital Management, LLC | 2 | 1 | 0.10% | 0.54% | 1.80% | Q4 2019 | Q4 2022 | 4 |
PWMCO, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q1 2019 | 4 |
McBroom & Associates, LLC | 4 | 4 | 3.60% | 3.97% | 4.45% | Q4 2021 | Q3 2022 | 4 |
RESOLUTE FINANCIAL, LLC | 4 | 4 | 0.20% | 0.24% | 0.27% | Q4 2021 | Q3 2022 | 4 |
STEADFAST ADVISORS LP | 4 | 4 | 0.43% | 1.00% | 1.55% | Q1 2016 | Q4 2016 | 4 |
Cheyne Capital Management (UK) LLP | 3 | 1 | 0.21% | 4.67% | 9.33% | Q1 2020 | Q3 2021 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.09% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Mader & Shannon Wealth Management, Inc. | 2 | 1 | 2.06% | 3.79% | 6.62% | Q4 2015 | Q4 2017 | 4 |
TLP GROUP LLC | 2 | 1 | 0.00% | 0.11% | 0.38% | Q2 2016 | Q3 2018 | 4 |
Mid-American Wealth Advisory Group, Inc. | 2 | 2 | 0.27% | 0.78% | 1.16% | Q4 2021 | Q3 2023 | 4 |
MIDAS MANAGEMENT CORP | 4 | 4 | 0.23% | 0.27% | 0.30% | Q2 2013 | Q1 2014 | 4 |
JAT CAPITAL MANAGEMENT, L.P. | 2 | 1 | 1.25% | 2.13% | 4.51% | Q4 2013 | Q1 2015 | 4 |
Swift Run Capital | 4 | 4 | 1.43% | 2.34% | 2.87% | Q1 2020 | Q4 2020 | 4 |
Ovata Capital Management Ltd | 3 | 1 | 1.36% | 4.15% | 6.47% | Q4 2019 | Q4 2021 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.21% | 0.33% | 0.43% | Q4 2022 | Q3 2023 | 4 |
CATAPULT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.38% | 0.55% | Q1 2014 | Q3 2015 | 4 |
Ascension Capital Advisors, Inc. | 3 | 1 | 0.16% | 0.21% | 0.24% | Q4 2019 | Q4 2020 | 4 |
Kearns & Associates LLC | 4 | 4 | 0.41% | 0.50% | 0.56% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Integrity Advisory, LLC | 4 | 4 | 0.41% | 0.59% | 0.88% | Q1 2022 | Q4 2022 | 4 |
SCOUT INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2017 | 4 |
PayPay Securities Corp | 4 | 4 | 1.33% | 1.40% | 1.55% | Q4 2022 | Q3 2023 | 4 |
LANSDOWNE PARTNERS LIMITED PARTNERSHIP | 4 | 4 | 8.12% | 8.52% | 9.48% | Q2 2013 | Q1 2014 | 4 |
GREENOAKS CAPITAL PARTNERS LLC | 4 | 4 | 2.40% | 3.80% | 4.34% | Q4 2022 | Q3 2023 | 4 |
FundX Investment Group, LLC | 3 | 1 | 0.07% | 0.10% | 0.12% | Q4 2016 | Q4 2021 | 4 |
Arlington Capital Management, Inc. | 4 | 4 | 0.26% | 0.30% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Alken Asset Management Ltd | 3 | 1 | 3.92% | 5.24% | 6.11% | Q3 2020 | Q3 2021 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 1 | 0.05% | 0.08% | 0.10% | Q3 2018 | Q3 2023 | 4 |
Stony Point Capital LLC | 3 | 1 | 1.10% | 2.95% | 4.25% | Q1 2022 | Q3 2023 | 4 |
SURIENCE PRIVATE WEALTH LLC | 2 | 2 | 0.25% | 1.10% | 3.50% | Q4 2021 | Q3 2023 | 4 |
CR Intrinsic Investors, LLC | 4 | 4 | 0.49% | 1.13% | 1.81% | Q2 2013 | Q1 2014 | 4 |
Gibson Capital, LLC | 3 | 1 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 0.40% | 0.52% | 0.64% | Q4 2015 | Q3 2016 | 4 |
Sender Co & Partners, Inc. | 2 | 1 | 0.70% | 5.18% | 9.26% | Q4 2021 | Q3 2023 | 4 |
MAPLE SECURITIES USA INC | 2 | 2 | 0.06% | 1.17% | 4.21% | Q2 2013 | Q2 2014 | 4 |
Social Capital PEP Management LLC | 3 | 3 | 3.94% | 15.56% | 20.99% | Q4 2017 | Q2 2018 | 4 |
Creegan & Nassoura Financial Group, LLC | 4 | 4 | 0.25% | 0.30% | 0.35% | Q2 2021 | Q1 2022 | 4 |
Friedenthal Financial | 3 | 1 | 0.15% | 0.28% | 0.57% | Q3 2021 | Q2 2023 | 4 |
Paradigm Capital Management, LLC/NV | 4 | 4 | 0.31% | 0.41% | 0.55% | Q4 2021 | Q3 2022 | 4 |
Kinetic Partners Management, LP | 4 | 4 | 11.05% | 12.88% | 14.34% | Q4 2022 | Q3 2023 | 4 |
Saban Capital Group LLC | 4 | 4 | 8.04% | 12.27% | 14.15% | Q4 2018 | Q3 2019 | 4 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 4 | 4 | 2.08% | 2.30% | 2.56% | Q4 2021 | Q3 2022 | 4 |
ENGINE NO. 1 LLC | 3 | 1 | 1.29% | 3.21% | 7.50% | Q4 2020 | Q4 2021 | 4 |
Advisors Preferred, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.01% | 0.10% | 0.33% | Q2 2022 | Q4 2022 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.63% | 0.66% | 0.72% | Q4 2018 | Q3 2019 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.69% | 0.85% | 0.97% | Q4 2022 | Q3 2023 | 4 |
Brevan Howard Capital Management LP | 3 | 3 | 0.02% | 0.06% | 0.11% | Q4 2022 | Q2 2023 | 3 |
TriOaks Capital Management L.P. | 3 | 3 | 0.36% | 0.85% | 1.66% | Q3 2013 | Q1 2014 | 3 |
Tekne Capital Management, LLC | 3 | 3 | 3.32% | 4.83% | 7.53% | Q2 2015 | Q4 2015 | 3 |
MUNDER CAPITAL MANAGEMENT | 2 | 1 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q1 2014 | 3 |
MASON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.02% | 0.07% | 0.11% | Q4 2020 | Q3 2021 | 3 |
Forty4 Asset Management LLC | 1 | 1 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q2 2013 | 3 |
Jacobsen Capital Management | 3 | 3 | 0.55% | 0.78% | 0.92% | Q1 2023 | Q3 2023 | 3 |
Optiver US LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q4 2020 | 3 |
6elm Capital LP | 2 | 1 | 5.74% | 11.89% | 15.53% | Q4 2021 | Q3 2022 | 3 |
DENDUR CAPITAL LP | 3 | 3 | 5.51% | 5.90% | 6.54% | Q1 2020 | Q3 2020 | 3 |
Tradeworx Inc. | 2 | 1 | 0.09% | 0.37% | 0.63% | Q2 2013 | Q1 2014 | 3 |
Zenyatta Capital Management LP | 2 | 1 | 0.81% | 2.30% | 3.80% | Q2 2022 | Q3 2023 | 3 |
NTB Financial Corp | 3 | 3 | 1.24% | 1.42% | 1.58% | Q4 2021 | Q2 2022 | 3 |
Zimmer Partners, LP | 2 | 1 | 0.15% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 3 |
WALL STREET ASSOCIATES | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
BlueCrest Capital Management LLP | 3 | 3 | 0.07% | 0.75% | 1.98% | Q3 2013 | Q1 2014 | 3 |
PANTHERA INVESTMENT GmbH | 1 | 1 | 0.06% | 0.55% | 1.14% | Q1 2015 | Q1 2015 | 3 |
TPG Financial Advisors, LLC | 3 | 3 | 0.28% | 0.35% | 0.41% | Q2 2019 | Q4 2019 | 3 |
Trutina Financial LLC | 1 | 1 | 0.09% | 0.21% | 0.28% | Q1 2014 | Q3 2016 | 3 |
NCM CAPITAL MANAGEMENT GROUP INC | 3 | 3 | 1.85% | 2.03% | 2.15% | Q2 2013 | Q4 2013 | 3 |
Ameraudi Asset Management, Inc. | 2 | 1 | 0.14% | 0.18% | 0.25% | Q2 2022 | Q1 2023 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.74% | 0.86% | 0.97% | Q1 2023 | Q3 2023 | 3 |
INTREPID CAPITAL MANAGEMENT INC /DE/ | 3 | 3 | 1.68% | 1.85% | 2.03% | Q2 2013 | Q4 2013 | 3 |
TigerShark Management, LLC | 3 | 3 | 1.16% | 1.96% | 2.39% | Q3 2013 | Q1 2014 | 3 |
REDMONT WEALTH ADVISORS LLC | 3 | 3 | 0.26% | 0.37% | 0.49% | Q4 2021 | Q2 2022 | 3 |
Enlightenment Research, LLC | 1 | 1 | 2.80% | 4.38% | 7.25% | Q4 2018 | Q1 2020 | 3 |
Mass Ave Global Inc. | 2 | 1 | 4.10% | 9.67% | 15.59% | Q4 2021 | Q4 2022 | 3 |
General Equity Holdings LP | 3 | 3 | 7.38% | 7.52% | 7.67% | Q2 2020 | Q4 2020 | 3 |
GlobalBridge, Inc. | 3 | 3 | 0.11% | 0.12% | 0.13% | Q3 2013 | Q1 2014 | 3 |
Boston Common Asset Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Credo Capital Management, LLC | 3 | 3 | 0.05% | 0.18% | 0.38% | Q2 2013 | Q4 2013 | 3 |
Gainplan LLC | 3 | 3 | 0.10% | 0.22% | 0.31% | Q4 2020 | Q2 2021 | 3 |
ARGENTIERE CAPITAL AG | 2 | 1 | 0.15% | 0.16% | 0.16% | Q4 2016 | Q2 2018 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 3 |
Palmer Knight Co | 3 | 3 | 3.11% | 3.75% | 4.24% | Q1 2023 | Q3 2023 | 3 |
Garelick Capital Partners, LP | 3 | 3 | 2.00% | 3.04% | 4.26% | Q2 2016 | Q4 2016 | 3 |
Rinet Co LLC | 3 | 3 | 0.57% | 0.69% | 0.92% | Q1 2021 | Q3 2021 | 3 |
Arbor Investment Advisors, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Delphia (USA) Inc. | 3 | 3 | 0.70% | 1.00% | 1.30% | Q4 2021 | Q2 2022 | 3 |
Numen Capital LLP | 2 | 1 | 1.43% | 5.34% | 7.90% | Q4 2017 | Q1 2019 | 3 |
BFAM Partners (Cayman) Ltd | 3 | 3 | 5.34% | 7.77% | 9.09% | Q4 2022 | Q2 2023 | 3 |
Pluribus Labs, LLC | 3 | 3 | 2.39% | 5.37% | 9.02% | Q4 2021 | Q2 2022 | 3 |
PERISCOPE CAPITAL INC. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 3 |
Hosking & Co Ltd | 3 | 3 | 2.56% | 3.16% | 3.77% | Q4 2014 | Q2 2015 | 3 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.28% | 0.76% | 1.25% | Q4 2009 | Q4 2015 | 3 |
Merchants' Gate Capital LP | 3 | 3 | 1.11% | 2.38% | 3.65% | Q4 2013 | Q2 2014 | 3 |
GLG INC. | 3 | 3 | 0.22% | 0.28% | 0.39% | Q2 2013 | Q4 2013 | 3 |
Union Point Advisors, LLC | 3 | 3 | 4.38% | 5.49% | 6.12% | Q3 2013 | Q1 2014 | 3 |
THUNDERBIRD PARTNERS LLP | 2 | 1 | 3.19% | 8.20% | 12.38% | Q1 2016 | Q2 2022 | 3 |
Trust CO of the Ozarks | 3 | 3 | 0.49% | 0.65% | 0.88% | Q1 2015 | Q3 2015 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Tortoise Index Solutions, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q3 2019 | 3 |
Parus Finance SA | 3 | 3 | 3.90% | 4.56% | 5.38% | Q4 2011 | Q2 2012 | 3 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.15% | 0.16% | 0.19% | Q1 2018 | Q3 2019 | 3 |
SIRIOS CAPITAL MANAGEMENT L P | 3 | 3 | 1.04% | 1.58% | 2.25% | Q2 2021 | Q4 2021 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.86% | 0.91% | 0.94% | Q4 2018 | Q2 2019 | 3 |
Somerset Trust Co | 3 | 3 | 0.11% | 0.12% | 0.15% | Q2 2023 | Q4 2023 | 3 |
PATTON FUND MANAGEMENT, INC. | 3 | 3 | 0.80% | 0.95% | 1.02% | Q2 2020 | Q4 2020 | 3 |
Intergy Private Wealth, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q4 2016 | 3 |
Ziff Brothers Investments, L.L.C. | 3 | 3 | 8.32% | 10.13% | 11.23% | Q1 2016 | Q3 2016 | 3 |
VECTOR WEALTH MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.16% | Q4 2013 | Q3 2016 | 3 |
Mendel Capital Management LLC | 3 | 3 | 0.23% | 0.30% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Trinity Wealth Management, LLC | 2 | 1 | 0.24% | 0.27% | 0.31% | Q2 2020 | Q1 2021 | 3 |
Sutton Square Management L.P. | 3 | 3 | 4.55% | 5.83% | 6.91% | Q4 2017 | Q2 2018 | 3 |
Pillar Wealth Advisors, LLC | 2 | 1 | 0.21% | 0.24% | 0.26% | Q4 2021 | Q3 2022 | 3 |
CWH Capital Management, Inc. | 2 | 1 | 0.10% | 0.16% | 0.26% | Q4 2018 | Q4 2020 | 3 |
CUE ADVISORY SERVICES, INC. | 3 | 3 | 0.25% | 0.32% | 0.38% | Q1 2018 | Q3 2018 | 3 |
Hillview Capital Advisors, LLC | 2 | 1 | 0.87% | 1.03% | 1.14% | Q3 2018 | Q2 2019 | 3 |
Econ Financial Services Corp | 3 | 3 | 0.02% | 0.17% | 0.46% | Q4 2021 | Q2 2022 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.21% | 0.24% | 0.28% | Q2 2016 | Q1 2017 | 3 |
FengHe Fund Management Pte. Ltd. | 3 | 3 | 0.72% | 1.77% | 2.37% | Q4 2020 | Q2 2021 | 3 |
Belmont Global Advisors, Inc. | 3 | 3 | 0.61% | 0.95% | 1.20% | Q1 2016 | Q3 2016 | 3 |
HATTON CONSULTING, INC. | 3 | 3 | 0.29% | 0.37% | 0.42% | Q1 2021 | Q3 2021 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 3 |
Concentric Capital Strategies, LP | 2 | 1 | 0.41% | 0.92% | 1.53% | Q3 2022 | Q3 2023 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 5.48% | 5.59% | 5.66% | Q4 2020 | Q2 2021 | 3 |
Williams Financial, LLC | 3 | 3 | 0.18% | 0.24% | 0.27% | Q1 2021 | Q3 2021 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.11% | 0.54% | 1.25% | Q1 2014 | Q3 2023 | 3 |
CEDAR HILL ASSOCIATES, LLC | 3 | 3 | 0.06% | 0.09% | 0.10% | Q2 2018 | Q4 2018 | 3 |
True Link Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 3 |
VERNIER CAPITAL PARTNERS, LP | 3 | 3 | 3.24% | 5.89% | 8.48% | Q4 2018 | Q2 2019 | 3 |
KEYSTONE WEALTH PARTNERS | 2 | 1 | 0.15% | 0.16% | 0.17% | Q4 2020 | Q3 2021 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 1.18% | 1.23% | 1.32% | Q1 2023 | Q3 2023 | 3 |
36 SOUTH CAPITAL ADVISORS LLP | 2 | 1 | 8.84% | 12.76% | 15.84% | Q4 2020 | Q3 2021 | 3 |
TT International Asset Management LTD | 3 | 3 | 0.31% | 0.50% | 0.60% | Q1 2021 | Q3 2021 | 3 |
Steadfast Capital Management (UK) Ltd. | 3 | 3 | 5.95% | 6.99% | 7.87% | Q3 2021 | Q1 2022 | 3 |
COWA, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.31% | 0.32% | 0.34% | Q4 2020 | Q2 2021 | 3 |
Green Alpha Advisors, LLC | 3 | 3 | 0.16% | 0.18% | 0.21% | Q2 2023 | Q4 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.78% | 0.82% | 0.89% | Q4 2020 | Q2 2021 | 3 |
XN Exponent Advisors LLC | 2 | 1 | 2.13% | 3.30% | 4.75% | Q4 2020 | Q3 2021 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.67% | 1.07% | 1.57% | Q3 2022 | Q1 2023 | 3 |
Proem Advisors LLC | 1 | 1 | 1.46% | 3.31% | 6.55% | Q4 2020 | Q3 2022 | 3 |
RDST Capital LLC | 3 | 3 | 2.35% | 2.60% | 2.81% | Q1 2023 | Q3 2023 | 3 |
EJF Capital LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q4 2018 | 3 |
STEPH & CO | 3 | 3 | 0.08% | 0.11% | 0.14% | Q4 2019 | Q2 2020 | 3 |
Nilsine Partners, LLC | 3 | 3 | 1.39% | 1.63% | 1.86% | Q1 2023 | Q3 2023 | 3 |
Security Financial Services, INC. | 2 | 1 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2022 | 3 |
AWM CAPITAL, LLC | 3 | 3 | 0.19% | 0.26% | 0.35% | Q3 2021 | Q1 2022 | 3 |
EWA, LLC | 3 | 3 | 0.41% | 0.49% | 0.62% | Q1 2023 | Q3 2023 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.47% | 0.48% | 0.50% | Q4 2022 | Q3 2023 | 3 |
Oak Thistle LLC | 2 | 1 | 0.19% | 0.30% | 0.37% | Q4 2021 | Q3 2023 | 3 |
Bronte Capital Management Pty Ltd. | 3 | 3 | 0.77% | 2.44% | 3.65% | Q1 2023 | Q3 2023 | 3 |
440 INVESTMENT GROUP, LLC | 3 | 3 | 0.50% | 0.59% | 0.65% | Q2 2017 | Q4 2017 | 3 |
Millington Financial Advisors, LLC | 2 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q3 2023 | 3 |
Chico Wealth RIA | 2 | 1 | 0.19% | 0.26% | 0.38% | Q1 2022 | Q4 2022 | 3 |
Brown University | 3 | 3 | 2.62% | 5.15% | 7.60% | Q1 2022 | Q3 2022 | 3 |
361 CAPITAL LLC | 2 | 1 | 0.11% | 0.34% | 0.56% | Q4 2015 | Q3 2018 | 3 |
FinTrust Investment Advisory Services, LLC | 3 | 3 | 0.74% | 1.01% | 1.34% | Q3 2017 | Q1 2018 | 3 |
OPTIMAS CAPITAL Ltd | 2 | 1 | 5.08% | 7.69% | 9.64% | Q2 2022 | Q2 2023 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 3.18% | 3.78% | 4.46% | Q1 2022 | Q3 2022 | 3 |
Hidden Lake Asset Management LP | 1 | 1 | 1.01% | 5.85% | 9.40% | Q4 2019 | Q1 2021 | 3 |
Pinpoint Asset Management Ltd | 3 | 3 | 0.00% | 0.88% | 1.65% | Q1 2020 | Q3 2020 | 3 |
Hilltop Park Associates LLC | 1 | 1 | 5.06% | 14.65% | 22.01% | Q3 2013 | Q4 2015 | 3 |
RAIFF PARTNERS INC | 1 | 1 | 3.09% | 4.54% | 5.49% | Q2 2013 | Q3 2016 | 3 |
Sunesis Advisors, LLC | 1 | 1 | 0.29% | 0.33% | 0.38% | Q3 2018 | Q3 2023 | 3 |
Momentum Advisors, LLC | 3 | 3 | 1.17% | 1.56% | 1.87% | Q2 2022 | Q4 2022 | 3 |
Optima Fund Management LLC | 3 | 3 | 4.00% | 6.77% | 8.53% | Q4 2018 | Q2 2019 | 3 |
American Investment Services, Inc. | 3 | 3 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q1 2023 | 3 |
MCDONALD CAPITAL INVESTORS INC/CA | 3 | 3 | 5.04% | 5.73% | 6.08% | Q1 2023 | Q3 2023 | 3 |
Advanced Portfolio Management, LLC | 2 | 2 | 0.00% | 2.65% | 4.12% | Q2 2023 | Q3 2023 | 3 |
Vertex Planning Partners, LLC | 2 | 1 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 3 |
HOME FEDERAL BANK OF TENNESSEE | 2 | 1 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.26% | 0.36% | 0.46% | Q4 2017 | Q2 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 1.28% | 1.42% | 1.50% | Q1 2023 | Q3 2023 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2013 | Q3 2013 | 3 |
Strata Wealth Advisors, LLC | 2 | 1 | 0.30% | 0.64% | 0.86% | Q4 2022 | Q3 2023 | 3 |
Jackson Creek Investment Advisors LLC | 3 | 3 | 0.17% | 0.24% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Cardinal Point Capital Management, ULC | 2 | 1 | 0.05% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 3 |
Crane Advisory, LLC | 2 | 1 | 0.07% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 3 |
HIGHSIDE GLOBAL MANAGEMENT LLC | 3 | 3 | 6.13% | 8.14% | 9.94% | Q1 2022 | Q3 2022 | 3 |
Kepos Capital LP | 1 | 1 | 0.08% | 1.79% | 5.13% | Q4 2012 | Q4 2019 | 3 |
Family Asset Management, LLC | 3 | 3 | 0.19% | 0.24% | 0.27% | Q1 2023 | Q3 2023 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.29% | 0.71% | Q4 2020 | Q3 2022 | 3 |
Connacht Asset Management LP | 3 | 3 | 0.37% | 0.53% | 0.74% | Q2 2022 | Q4 2022 | 3 |
Harbor Group, Inc. | 1 | 1 | 0.14% | 0.18% | 0.24% | Q4 2020 | Q1 2023 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.40% | 0.46% | 0.52% | Q1 2023 | Q3 2023 | 3 |
Talisman Wealth Advisors LLC | 3 | 3 | 0.70% | 0.83% | 0.91% | Q1 2023 | Q3 2023 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Amiya Capital LLP | 1 | 1 | 1.37% | 2.09% | 3.16% | Q3 2013 | Q2 2015 | 3 |
Forza Wealth Management, LLC | 3 | 3 | 0.29% | 0.34% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Heritage Wealth Partners, LLC | 2 | 1 | 0.75% | 1.66% | 3.30% | Q4 2022 | Q3 2023 | 3 |
CPA Asset Management LLC | 3 | 3 | 0.18% | 0.21% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Heirloom Wealth Management | 3 | 3 | 2.07% | 2.84% | 3.36% | Q4 2021 | Q2 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.32% | 0.38% | 0.42% | Q4 2022 | Q3 2023 | 3 |
Kaydan Wealth Management, Inc. | 2 | 1 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q2 2023 | 3 |
MILESTONE ASSET MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 0.38% | 0.60% | 0.95% | Q4 2022 | Q2 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q2 2020 | 3 |
Financial Partners Group, LLC | 3 | 3 | 0.12% | 0.82% | 1.26% | Q1 2023 | Q3 2023 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Stenahm Asset Managment Ltd | 3 | 3 | 3.59% | 3.98% | 4.66% | Q4 2020 | Q2 2021 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.68% | 0.76% | 0.89% | Q4 2022 | Q3 2023 | 3 |
Knighthead Capital Management, LLC | 2 | 2 | 0.17% | 1.12% | 2.86% | Q1 2021 | Q2 2021 | 3 |
Willow Street Advisors LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q2 2013 | Q4 2013 | 3 |
BEACON FINANCIAL PLANNING, INC | 3 | 3 | 0.25% | 0.27% | 0.29% | Q1 2023 | Q3 2023 | 3 |
St. Louis Financial Planners Asset Management, LLC | 2 | 1 | 1.84% | 1.89% | 1.96% | Q1 2023 | Q4 2023 | 3 |
Capital CS Group, LLC | 1 | 1 | 0.00% | 0.54% | 1.22% | Q4 2020 | Q3 2023 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.39% | 0.45% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Leading Edge Financial Planning LLC | 3 | 3 | 0.15% | 0.19% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Financial Alternatives, Inc | 3 | 3 | 0.22% | 0.32% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Grey Street Capital, LLC | 3 | 3 | 2.42% | 3.28% | 3.75% | Q1 2023 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 2.53% | 2.92% | 3.21% | Q1 2023 | Q3 2023 | 3 |
25 LLC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.30% | 0.35% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.64% | 0.81% | 1.11% | Q1 2023 | Q3 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 2.07% | 2.46% | 2.75% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.64% | 1.07% | 1.29% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 1.28% | 1.55% | 1.83% | Q1 2023 | Q3 2023 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 0.15% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.68% | 0.71% | 0.74% | Q1 2023 | Q3 2023 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 4.26% | 4.48% | 4.74% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 1.24% | 1.29% | 1.32% | Q1 2023 | Q3 2023 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 1.93% | 2.16% | 2.34% | Q1 2023 | Q3 2023 | 3 |
INSTRUMENTAL WEALTH, LLC | 3 | 3 | 0.48% | 0.59% | 0.72% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.28% | 0.29% | 0.32% | Q1 2023 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.76% | 0.83% | 0.92% | Q1 2023 | Q3 2023 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 1.34% | 1.37% | 1.44% | Q1 2023 | Q3 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 2.35% | 2.52% | 2.62% | Q3 2021 | Q1 2022 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.98% | 1.09% | 1.14% | Q1 2023 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 1.85% | 2.32% | 2.63% | Q1 2023 | Q3 2023 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.02% | 0.12% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.52% | 0.68% | 0.80% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.83% | 0.94% | 1.00% | Q1 2023 | Q3 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.82% | 1.03% | 1.26% | Q1 2023 | Q3 2023 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.85% | 0.92% | 0.98% | Q1 2023 | Q3 2023 | 3 |
Regis Acquisition Inc. | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Atlantic Private Wealth, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Michael S. Ryan, Inc. | 3 | 3 | 0.46% | 0.47% | 0.48% | Q2 2023 | Q4 2023 | 3 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.19% | 0.43% | 0.83% | Q3 2022 | Q3 2022 | 3 |
LRT Capital Management, LLC | 2 | 1 | 0.41% | 0.57% | 0.68% | Q1 2022 | Q3 2023 | 3 |
CHESAPEAKE ASSET MANAGEMENT LLC | 1 | 1 | 0.27% | 1.30% | 2.37% | Q2 2015 | Q2 2019 | 3 |
Avalon Trust Co | 3 | 3 | 3.65% | 4.17% | 4.61% | Q1 2023 | Q3 2023 | 3 |
Watson Rebecca | 3 | 3 | 0.16% | 0.19% | 0.22% | Q1 2020 | Q3 2020 | 3 |
Solitude Financial Services | 2 | 1 | 0.16% | 0.19% | 0.23% | Q2 2021 | Q3 2023 | 3 |
Darrow Company, Inc. | 3 | 3 | 0.38% | 0.64% | 1.00% | Q4 2021 | Q2 2022 | 3 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2015 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.12% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 3 |
Bramshill Investments, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 3 |
Titan Capital Management, LLC /TX | 3 | 3 | 0.33% | 0.35% | 0.37% | Q2 2020 | Q4 2020 | 3 |
LEWIS CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.28% | 0.30% | 0.31% | Q4 2021 | Q2 2023 | 3 |
SORA INVESTORS LLC | 2 | 1 | 2.85% | 3.99% | 5.85% | Q3 2022 | Q2 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
DRH Investments, Inc. | 3 | 3 | 10.49% | 12.18% | 15.13% | Q4 2019 | Q2 2020 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q4 2013 | 3 |
FDO Partners, LLC | 3 | 3 | 0.10% | 0.24% | 0.43% | Q1 2017 | Q3 2017 | 3 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 3 | 3 | 0.04% | 1.25% | 2.79% | Q4 2015 | Q2 2016 | 3 |
HC Financial Advisors, Inc. | 2 | 1 | 0.30% | 0.43% | 0.56% | Q4 2017 | Q3 2018 | 3 |
Zebra Capital Management LLC | 2 | 1 | 0.15% | 0.25% | 0.40% | Q1 2019 | Q1 2020 | 3 |
SUREVIEW CAPITAL LLC | 1 | 1 | 1.84% | 4.91% | 7.36% | Q2 2013 | Q1 2014 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.93% | 0.95% | 0.98% | Q4 2021 | Q2 2022 | 3 |
Eton Park Capital Management, L.P. | 2 | 1 | 0.45% | 1.14% | 2.13% | Q4 2015 | Q3 2016 | 3 |
CAPITAL WEALTH MANAGEMENT, LLC | 3 | 3 | 0.20% | 0.30% | 0.39% | Q2 2018 | Q4 2018 | 3 |
SCHULHOFF & CO INC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q1 2018 | Q3 2018 | 3 |
Strategic Capital Group LLC | 2 | 1 | 0.74% | 0.86% | 1.04% | Q2 2013 | Q2 2014 | 3 |
Mount Capital Ltd | 3 | 3 | 0.69% | 0.77% | 0.85% | Q2 2022 | Q4 2022 | 3 |
Barrier Capital Management, LLC | 2 | 1 | 5.41% | 8.15% | 11.53% | Q3 2022 | Q3 2023 | 3 |
Weaver C. Barksdale & Associates, Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q4 2013 | 3 |
REAVES W H & CO INC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q3 2021 | Q1 2022 | 3 |
Neo Ivy Capital Management | 2 | 1 | 0.49% | 1.30% | 1.82% | Q4 2022 | Q3 2023 | 3 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 2 | 1 | 6.41% | 7.12% | 8.02% | Q4 2021 | Q3 2022 | 3 |
Third Security, LLC | 3 | 3 | 1.22% | 1.47% | 1.68% | Q1 2022 | Q3 2022 | 3 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.06% | 0.14% | Q4 2014 | Q1 2022 | 3 |
ALYDAR PARTNERS LLC | 1 | 1 | 0.22% | 0.96% | 1.90% | Q2 2013 | Q2 2014 | 3 |
PERRITT CAPITAL MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 2 | 1 | 0.07% | 0.29% | 0.72% | Q4 2016 | Q3 2017 | 3 |
Cowen Prime Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Kinloch Capital, LLC | 2 | 1 | 0.04% | 0.09% | 0.13% | Q4 2020 | Q1 2023 | 3 |
Saltoro Capital, LP | 1 | 1 | 0.11% | 0.78% | 2.09% | Q4 2020 | Q1 2023 | 3 |
7G CAPITAL MANAGEMENT, LLC | 3 | 3 | 3.79% | 4.22% | 4.88% | Q1 2022 | Q3 2022 | 3 |
UNION SAVINGS BANK | 2 | 2 | 0.50% | 0.53% | 0.57% | Q2 2023 | Q3 2023 | 2 |
ISZO CAPITAL MANAGEMENT LP | 1 | 1 | 5.85% | 13.59% | 21.32% | Q3 2016 | Q1 2017 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 6.20% | 6.30% | 6.40% | Q2 2023 | Q3 2023 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.48% | 0.55% | 0.62% | Q2 2013 | Q3 2013 | 2 |
Yost Capital Management, LP | 2 | 2 | 3.29% | 3.79% | 4.30% | Q2 2023 | Q3 2023 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.20% | 0.25% | 0.30% | Q2 2023 | Q3 2023 | 2 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q4 2016 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Plan Group Financial, LLC | 2 | 2 | 0.52% | 0.60% | 0.67% | Q2 2023 | Q3 2023 | 2 |
Corundum Trust Company, INC | 2 | 2 | 0.73% | 0.75% | 0.77% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 2.50% | 2.63% | 2.76% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 3.42% | 3.50% | 3.58% | Q2 2023 | Q3 2023 | 2 |
SYKON CAPITAL LLC | 2 | 2 | 0.99% | 1.08% | 1.16% | Q2 2023 | Q3 2023 | 2 |
ELLERSON GROUP INC /ADV | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
STANDARD PACIFIC CAPITAL LLC/CA | 2 | 2 | 2.39% | 2.88% | 3.36% | Q1 2014 | Q2 2014 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 1.33% | 1.48% | 1.62% | Q2 2023 | Q3 2023 | 2 |
Michael & Susan Dell Foundation | 2 | 2 | 0.43% | 0.44% | 0.44% | Q2 2019 | Q3 2019 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 1.90% | 2.15% | 2.39% | Q2 2023 | Q3 2023 | 2 |
Infini Capital Management Ltd | 1 | 1 | 0.54% | 0.86% | 1.17% | Q4 2020 | Q1 2022 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.20% | 0.23% | 0.25% | Q4 2022 | Q1 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.33% | 0.34% | 0.34% | Q2 2023 | Q3 2023 | 2 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 0.25% | 0.57% | 0.89% | Q2 2023 | Q3 2023 | 2 |
ARMOR ADVISORS, L.L.C. | 1 | 1 | 0.34% | 0.74% | 1.13% | Q1 2022 | Q3 2022 | 2 |
INVESCO, LLC | 2 | 2 | 4.46% | 4.47% | 4.49% | Q2 2023 | Q3 2023 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 1.24% | 1.27% | 1.29% | Q2 2023 | Q3 2023 | 2 |
XY Capital Ltd | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2020 | Q4 2020 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.53% | 0.55% | 0.57% | Q2 2013 | Q3 2013 | 2 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.19% | 0.20% | 0.20% | Q1 2022 | Q2 2022 | 2 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2 | 2 | 1.20% | 1.37% | 1.53% | Q2 2023 | Q3 2023 | 2 |
Darsana Capital Partners LP | 2 | 2 | 2.94% | 3.09% | 3.25% | Q2 2021 | Q3 2021 | 2 |
Spartan Planning & Wealth Management | 1 | 1 | 0.42% | 0.43% | 0.44% | Q1 2022 | Q3 2023 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC | 2 | 2 | 0.18% | 0.25% | 0.31% | Q2 2013 | Q3 2013 | 2 |
Monaco Asset Management SAM | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2019 | Q4 2019 | 2 |
Dechtman Wealth Management, LLC | 2 | 2 | 0.35% | 0.50% | 0.64% | Q2 2023 | Q3 2023 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.29% | 0.34% | Q1 2016 | Q3 2017 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Sage Investment Advisers LLC | 2 | 2 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Junson Asset Management (Hong Kong) Ltd | 2 | 2 | 2.09% | 4.45% | 6.80% | Q2 2022 | Q3 2022 | 2 |
MFN Partners Management, LP | 2 | 2 | 3.84% | 5.48% | 7.12% | Q1 2022 | Q2 2022 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 1.24% | 1.32% | 1.39% | Q1 2023 | Q3 2023 | 2 |
Baines Creek Capital, LLC | 2 | 2 | 5.68% | 5.93% | 6.18% | Q4 2018 | Q1 2019 | 2 |
Asset Allocation Strategies LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
JDC-JSC L.P. | 2 | 2 | 2.70% | 5.60% | 8.49% | Q1 2020 | Q2 2020 | 2 |
ROBSHAW & JULIAN ASSOCIATES INC | 2 | 2 | 2.26% | 2.37% | 2.48% | Q1 2017 | Q2 2017 | 2 |
BANYAN CAPITAL MANAGEMENT, INC. | 2 | 2 | 1.02% | 2.46% | 3.89% | Q4 2018 | Q1 2019 | 2 |
MID CONTINENT CAPITAL LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 2 |
WorthPointe, LLC | 2 | 2 | 0.22% | 0.27% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Hel Ved Capital Management Ltd | 2 | 2 | 0.11% | 0.46% | 0.81% | Q2 2023 | Q3 2023 | 2 |
Coury Firm Asset Management LLC | 2 | 2 | 0.52% | 0.68% | 0.83% | Q2 2023 | Q3 2023 | 2 |
Wallace Capital Management Inc. | 2 | 2 | 0.10% | 0.14% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 1.30% | 1.35% | 1.40% | Q3 2023 | Q4 2023 | 2 |
Delek Group, Ltd. | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 1.47% | 1.57% | 1.66% | Q1 2021 | Q2 2021 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 0.28% | 0.39% | 0.51% | Q4 2021 | Q1 2022 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 8.72% | 9.65% | 10.58% | Q4 2021 | Q1 2022 | 2 |
KADENSA CAPITAL Ltd | 2 | 2 | 9.19% | 13.22% | 17.25% | Q3 2021 | Q4 2021 | 2 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.22% | 0.53% | 0.83% | Q4 2022 | Q2 2023 | 2 |
Investments & Financial Planning, LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
NORWOOD FINANCIAL CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
RPO LLC | 1 | 1 | 0.37% | 0.85% | 1.34% | Q4 2021 | Q4 2021 | 2 |
BBVA USA | 2 | 2 | 2.28% | 2.34% | 2.40% | Q2 2021 | Q3 2021 | 2 |
Highmount Capital, LLC | 2 | 2 | 0.36% | 0.42% | 0.48% | Q1 2015 | Q2 2015 | 2 |
Andrew Hill Investment Advisors, Inc. | 2 | 2 | 1.41% | 1.78% | 2.15% | Q4 2021 | Q1 2022 | 2 |
Exchange Bank | 2 | 2 | 0.71% | 0.74% | 0.78% | Q2 2023 | Q3 2023 | 2 |
Dantai Capital Ltd | 2 | 2 | 1.88% | 4.13% | 6.39% | Q2 2023 | Q3 2023 | 2 |
Plaisance Capital LLC | 1 | 1 | 1.86% | 2.34% | 2.81% | Q2 2020 | Q4 2020 | 2 |
Covey Capital Advisors, LLC | 2 | 2 | 3.63% | 3.72% | 3.81% | Q2 2023 | Q3 2023 | 2 |
GUARDIAN INVESTMENT MANAGEMENT | 2 | 2 | 0.80% | 0.82% | 0.83% | Q2 2023 | Q3 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.12% | 0.36% | 0.59% | Q4 2017 | Q1 2018 | 2 |
Clientfirst Wealth Management, LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 2 | 2 | 1.17% | 1.34% | 1.51% | Q1 2022 | Q2 2022 | 2 |
DOCKYARD CAPITAL MANAGEMENT LP | 2 | 2 | 4.24% | 5.35% | 6.46% | Q4 2021 | Q1 2022 | 2 |
GANTZERT INVESTMENT CO LLC /ADV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
300 NORTH CAPITAL, LLC | 2 | 2 | 0.50% | 0.65% | 0.81% | Q2 2013 | Q3 2013 | 2 |
Tenzing Global Management, LLC | 2 | 2 | 1.56% | 1.64% | 1.72% | Q2 2022 | Q3 2022 | 2 |
GAVEA INVESTIMENTOS LTDA | 1 | 1 | 8.82% | 12.26% | 15.71% | Q4 2019 | Q2 2021 | 2 |
Pelorus Jack Capital, L.P. | 2 | 2 | 1.51% | 2.64% | 3.77% | Q4 2017 | Q1 2018 | 2 |
Wealthgate Family Office, LLC | 2 | 2 | 0.34% | 0.39% | 0.43% | Q3 2021 | Q4 2021 | 2 |
Bullseye Investment Management, LLC | 2 | 2 | 1.97% | 1.99% | 2.02% | Q4 2021 | Q1 2022 | 2 |
Blue Grotto Capital, LLC | 1 | 1 | 1.43% | 3.46% | 5.50% | Q1 2020 | Q3 2023 | 2 |
Raging Capital Management, LLC | 1 | 1 | 1.23% | 2.42% | 3.60% | Q1 2016 | Q4 2018 | 2 |
North Forty Management, LLC | 1 | 1 | 0.01% | 0.16% | 0.32% | Q4 2015 | Q4 2016 | 2 |
Fiera Capital Inc. | 2 | 2 | 4.64% | 4.67% | 4.69% | Q2 2013 | Q3 2013 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q1 2022 | Q2 2022 | 2 |
Columbus Macro, LLC | 2 | 2 | 0.17% | 0.21% | 0.24% | Q4 2019 | Q1 2020 | 2 |
Dominguez Wealth Management Solutions, Inc. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Nebula Research & Development LLC | 1 | 1 | 0.33% | 0.44% | 0.54% | Q1 2023 | Q3 2023 | 2 |
EnTrust Global Partners Offshore LP | 2 | 2 | 0.32% | 0.45% | 0.58% | Q4 2018 | Q1 2019 | 2 |
Saddle Road Partners, LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q4 2015 | Q1 2016 | 2 |
Elephas Investment Management Ltd | 1 | 1 | 9.57% | 10.22% | 10.88% | Q1 2018 | Q4 2018 | 2 |
INSIGHT 2811, INC. | 1 | 1 | 0.14% | 0.14% | 0.15% | Q3 2018 | Q1 2019 | 2 |
MANA Advisors LLC | 1 | 1 | 1.25% | 2.09% | 2.94% | Q2 2018 | Q3 2020 | 2 |
BRC Investment Management LLC | 2 | 2 | 0.77% | 0.97% | 1.17% | Q2 2016 | Q3 2016 | 2 |
Westend Capital Management, LLC | 2 | 2 | 1.76% | 1.87% | 1.98% | Q2 2016 | Q3 2016 | 2 |
Segantii Capital Management Ltd | 1 | 1 | 0.27% | 0.52% | 0.76% | Q2 2021 | Q2 2023 | 2 |
Unison Asset Management LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
WESTERLY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.48% | 1.27% | 2.06% | Q1 2023 | Q2 2023 | 2 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1 | 1 | 0.65% | 0.81% | 0.97% | Q3 2013 | Q4 2014 | 2 |
BANK OF EDWARDSVILLE | 2 | 2 | 1.43% | 1.58% | 1.73% | Q1 2019 | Q2 2019 | 2 |
Senvest Management, LLC | 1 | 1 | 0.06% | 0.17% | 0.28% | Q1 2020 | Q3 2021 | 2 |
Peak Capital Management LLC | 1 | 1 | 0.02% | 0.12% | 0.21% | Q2 2017 | Q2 2018 | 2 |
KEB ASSET MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Stellar Capital Management, LLC | 2 | 2 | 0.65% | 0.85% | 1.04% | Q1 2020 | Q2 2020 | 2 |
Lehman Brothers Holdings Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.83% | 0.92% | 1.01% | Q2 2016 | Q3 2016 | 2 |
AM Squared Ltd | 1 | 1 | 0.12% | 0.45% | 0.79% | Q4 2022 | Q3 2023 | 2 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.14% | 0.21% | 0.27% | Q1 2023 | Q3 2023 | 2 |
Infini Master Fund | 1 | 1 | 0.54% | 0.86% | 1.17% | Q4 2020 | Q1 2022 | 2 |
Ariose Capital Management Ltd | 2 | 2 | 0.47% | 5.45% | 10.43% | Q1 2020 | Q2 2020 | 2 |
CoreView Capital Management Ltd | 2 | 2 | 1.08% | 1.18% | 1.28% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.22% | 0.47% | 0.71% | Q2 2023 | Q3 2023 | 2 |
EVR Research LP | 2 | 2 | 0.81% | 1.10% | 1.39% | Q3 2022 | Q4 2022 | 2 |
Collaborative Holdings Management LP | 2 | 2 | 3.90% | 8.47% | 13.04% | Q2 2023 | Q3 2023 | 2 |
Rye Brook Capital LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
TRUSTCO BANK CORP N Y | 2 | 2 | 0.25% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2023 | 2 |
Galibier Capital Management Ltd. | 2 | 2 | 0.29% | 0.31% | 0.32% | Q2 2022 | Q3 2022 | 2 |
EASTERLY INVESTMENT PARTNERS LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q1 2022 | 2 |
SPRINGS CAPITAL (HONG KONG) Ltd | 1 | 1 | 1.22% | 1.68% | 2.14% | Q4 2021 | Q3 2022 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.22% | 0.34% | 0.46% | Q4 2022 | Q3 2023 | 2 |
Force Capital Management LLC | 1 | 1 | 1.46% | 1.80% | 2.13% | Q3 2016 | Q1 2017 | 2 |
Greenwoods Asset Management Hong Kong Ltd. | 2 | 2 | 0.44% | 0.60% | 0.75% | Q1 2021 | Q2 2021 | 2 |
Sequoia Wealth Management, LLC | 1 | 1 | 0.00% | 0.12% | 0.24% | Q1 2019 | Q1 2019 | 2 |
Snowhook Capital Management LP | 2 | 2 | 11.10% | 12.19% | 13.27% | Q3 2022 | Q4 2022 | 2 |
Arabesque Asset Management Ltd | 2 | 2 | 0.38% | 0.45% | 0.52% | Q2 2021 | Q3 2021 | 2 |
Franchise Capital Ltd | 2 | 2 | 1.70% | 2.42% | 3.14% | Q2 2022 | Q3 2022 | 2 |
JD Financial Services Inc. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q3 2021 | Q4 2021 | 2 |
Red Granite Advisors LLC | 2 | 2 | 2.97% | 2.98% | 2.99% | Q2 2013 | Q3 2013 | 2 |
regents capital Ltd | 2 | 2 | 0.10% | 0.13% | 0.15% | Q1 2021 | Q2 2021 | 2 |
AHL Partners LLP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Tyvor Capital LLC | 2 | 2 | 0.09% | 0.14% | 0.18% | Q2 2017 | Q3 2017 | 2 |
Point Break Capital Management, LLC | 2 | 2 | 0.06% | 0.09% | 0.13% | Q3 2021 | Q4 2021 | 2 |
First Pacific Financial | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
ALLEN OPERATIONS LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2016 | Q1 2017 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q4 2016 | 2 |
Orbis Investment Management (U.S.), L.P. | 2 | 2 | 2.10% | 2.25% | 2.40% | Q1 2017 | Q2 2017 | 2 |
Bishop Rock Capital, L.P. | 2 | 2 | 0.50% | 0.92% | 1.34% | Q3 2017 | Q4 2017 | 2 |
SPOT TRADING L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
Pinz Capital Management, LP | 1 | 1 | 0.17% | 0.31% | 0.45% | Q3 2020 | Q3 2021 | 2 |
Three Peaks Capital Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Hartree Partners, LP | 2 | 2 | 0.48% | 0.48% | 0.48% | Q4 2016 | Q1 2017 | 2 |
Jenkins Wealth | 1 | 1 | 0.15% | 0.23% | 0.30% | Q4 2021 | Q4 2022 | 2 |
G2 Investment Partners Management LLC | 2 | 2 | 0.26% | 0.38% | 0.50% | Q1 2016 | Q2 2016 | 2 |
LUCUS ADVISORS LLC | 2 | 2 | 0.72% | 1.62% | 2.51% | Q4 2017 | Q1 2018 | 2 |
Fore Capital, LLC | 1 | 1 | 1.29% | 2.90% | 4.52% | Q4 2017 | Q3 2018 | 2 |
Hillcrest Wealth Advisors - NY, LLC | 2 | 2 | 0.24% | 0.26% | 0.29% | Q1 2020 | Q2 2020 | 2 |
GRACE & WHITE INC /NY | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Trinity Street Asset Management LLP | 2 | 2 | 1.86% | 2.01% | 2.16% | Q2 2023 | Q3 2023 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2014 | Q3 2015 | 2 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.66% | 0.76% | 0.86% | Q1 2020 | Q4 2020 | 2 |
MOON CAPITAL MANAGEMENT LP | 1 | 1 | 0.50% | 0.99% | 1.49% | Q4 2016 | Q4 2016 | 2 |
Robinson Value Management, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Performa Ltd (US), LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.17% | 0.47% | 0.77% | Q4 2013 | Q1 2017 | 2 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.07% | 0.12% | Q4 2015 | Q3 2022 | 2 |
TCS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.85% | 2.36% | 2.87% | Q4 2013 | Q4 2016 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 1.00% | 1.03% | 1.06% | Q4 2018 | Q1 2019 | 2 |
Raveneur Investment Group LP | 2 | 2 | 6.10% | 7.21% | 8.31% | Q3 2015 | Q4 2015 | 2 |
Genesis Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Allied Investment Advisors, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.22% | 0.60% | 0.98% | Q1 2019 | Q3 2019 | 2 |
Seven Harbour Global, LP | 2 | 2 | 2.52% | 4.15% | 5.77% | Q4 2015 | Q1 2016 | 2 |
H2O AM LLP | 1 | 1 | 1.69% | 1.90% | 2.12% | Q3 2019 | Q2 2020 | 2 |
Caerus Global Investors LLC | 1 | 1 | 1.03% | 1.59% | 2.15% | Q2 2014 | Q3 2015 | 2 |
Ostrum Asset Management U.S., LLC | 2 | 2 | 4.06% | 4.23% | 4.40% | Q4 2018 | Q1 2019 | 2 |
Premia Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 2 |
Forefront Analytics, LLC | 1 | 1 | 0.08% | 0.11% | 0.14% | Q1 2018 | Q1 2020 | 2 |
TradeLink Capital LLC | 1 | 1 | 2.01% | 3.32% | 4.62% | Q2 2016 | Q1 2018 | 2 |
MRA Associates USA LLC | 2 | 2 | 0.33% | 0.44% | 0.55% | Q2 2019 | Q3 2019 | 2 |
True Capital Management | 2 | 2 | 2.04% | 2.12% | 2.21% | Q4 2022 | Q1 2023 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 2.62% | 2.77% | 2.92% | Q3 2021 | Q4 2021 | 2 |
INVESTOR AB | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Rather & Kittrell, Inc. | 2 | 2 | 0.17% | 0.21% | 0.25% | Q4 2021 | Q1 2022 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
XML SECURITIES, LLC | 2 | 2 | 0.59% | 0.63% | 0.67% | Q4 2017 | Q1 2018 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.16% | 0.29% | 0.42% | Q1 2023 | Q2 2023 | 2 |
QV Investors Inc. | 2 | 2 | 1.14% | 1.20% | 1.26% | Q2 2023 | Q3 2023 | 2 |
SIGNIA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.21% | 0.24% | 0.27% | Q2 2013 | Q3 2013 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.64% | 0.69% | 0.74% | Q4 2022 | Q3 2023 | 2 |
FutureAdvisor, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q3 2015 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 2 |
New Vernon Capital Holdings II LLC | 2 | 2 | 0.33% | 0.90% | 1.47% | Q2 2020 | Q3 2020 | 2 |
Sparta 24 Ltd. | 2 | 2 | 1.08% | 2.54% | 4.00% | Q4 2022 | Q1 2023 | 2 |
Atlas Wealth Partners, LLC | 2 | 2 | 2.01% | 2.74% | 3.48% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.22% | 0.26% | 0.31% | Q4 2021 | Q1 2022 | 2 |
BTG Pactual Asset Management S.A. DTVM | 2 | 2 | 3.08% | 4.39% | 5.71% | Q3 2015 | Q4 2015 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.11% | 0.22% | 0.34% | Q4 2017 | Q4 2018 | 2 |
Axiom Advisory, LLC | 2 | 2 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 2.61% | 3.07% | 3.52% | Q2 2023 | Q3 2023 | 2 |
Brainard Capital Management LLC | 2 | 2 | 4.40% | 4.41% | 4.41% | Q4 2022 | Q1 2023 | 2 |
Sanoor Capital Management LP | 2 | 2 | 6.22% | 9.17% | 12.11% | Q4 2018 | Q1 2019 | 2 |
Value Aligned Research Advisors, LLC | 2 | 2 | 2.67% | 3.04% | 3.42% | Q4 2022 | Q1 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 1.25% | 1.49% | 1.74% | Q3 2022 | Q4 2022 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 0.73% | 0.74% | 0.74% | Q2 2023 | Q3 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 1.43% | 1.43% | 1.43% | Q2 2023 | Q3 2023 | 2 |
Glen Point Capital LLP | 1 | 1 | 6.02% | 11.58% | 17.14% | Q4 2018 | Q4 2019 | 2 |
BEACON INVESTMENT ADVISORS LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.32% | 0.33% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Blue Door Asset Management, LLC | 1 | 1 | 0.22% | 1.51% | 2.80% | Q4 2021 | Q4 2022 | 2 |
Pagoda Asset Management, LP | 1 | 1 | 3.23% | 3.65% | 4.07% | Q1 2017 | Q4 2017 | 2 |
CASTLEROCK ASSET MANAGEMENT INC | 2 | 2 | 4.74% | 5.28% | 5.83% | Q4 2013 | Q1 2014 | 2 |
TOEWS CORP /ADV | 1 | 1 | 0.08% | 0.18% | 0.29% | Q3 2020 | Q1 2021 | 2 |
Andromeda Capital LLC | 1 | 1 | 0.37% | 0.55% | 0.74% | Q3 2014 | Q3 2014 | 2 |
AXON CAPITAL LP | 2 | 2 | 2.54% | 4.24% | 5.95% | Q1 2016 | Q2 2016 | 2 |
STRALEM & CO INC | 2 | 2 | 0.45% | 0.50% | 0.55% | Q1 2020 | Q2 2020 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.05% | 0.11% | 0.18% | Q2 2022 | Q3 2022 | 2 |
SRS Investment Management, LLC | 2 | 2 | 0.36% | 0.38% | 0.41% | Q1 2022 | Q2 2022 | 2 |
Broad Peak Investment Holdings Ltd. | 2 | 2 | 1.11% | 1.26% | 1.40% | Q4 2021 | Q1 2022 | 2 |
Dunhill Financial, LLC | 2 | 2 | 0.52% | 0.53% | 0.55% | Q2 2023 | Q3 2023 | 2 |
Values Added Financial LLC | 2 | 2 | 1.31% | 1.47% | 1.63% | Q2 2023 | Q3 2023 | 2 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.57% | 1.46% | 2.35% | Q4 2014 | Q3 2023 | 2 |
Eldridge Investment Advisors, Inc. | 1 | 1 | 0.07% | 0.11% | 0.16% | Q3 2018 | Q2 2023 | 2 |
Blue Rock Advisors, LLC | 2 | 2 | 1.51% | 1.84% | 2.18% | Q2 2020 | Q3 2020 | 2 |
Avala Global LP | 2 | 2 | 9.63% | 10.01% | 10.39% | Q2 2023 | Q3 2023 | 2 |
GLENHILL ADVISORS LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.33% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.14% | 0.17% | 0.20% | Q1 2020 | Q2 2020 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.38% | 0.73% | Q4 2020 | Q3 2023 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.25% | 0.42% | 0.59% | Q2 2023 | Q3 2023 | 2 |
Root Financial Partners, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 4.89% | 4.89% | 4.89% | Q2 2022 | Q2 2023 | 2 |
Pennant Capital Management, LLC | 1 | 1 | 4.01% | 4.14% | 4.27% | Q2 2017 | Q2 2018 | 2 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 2.38% | 2.43% | 2.49% | Q3 2017 | Q1 2022 | 2 |
BENNICAS & ASSOCIATES, INC. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2018 | Q3 2018 | 2 |
Verdad Advisers, LP | 2 | 2 | 0.64% | 0.79% | 0.94% | Q2 2023 | Q3 2023 | 2 |
NAN FUNG TRINITY (HK) Ltd | 2 | 2 | 1.42% | 2.88% | 4.34% | Q4 2019 | Q1 2020 | 2 |
RS CRUM INC. | 2 | 2 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q1 2022 | 2 |
qPULA Trading Management LP | 2 | 2 | 1.96% | 2.89% | 3.81% | Q4 2020 | Q1 2021 | 2 |
Forest Avenue Capital Management LP | 2 | 2 | 2.72% | 2.74% | 2.76% | Q2 2023 | Q3 2023 | 2 |
PLATINUM INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.03% | 0.07% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Paulson & Co. | 2 | 2 | 0.06% | 0.08% | 0.10% | Q1 2017 | Q2 2017 | 2 |
Quantedge Capital Pte Ltd | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q3 2021 | 2 |
Aufman Associates Inc | 2 | 2 | 0.19% | 0.21% | 0.23% | Q3 2020 | Q4 2020 | 2 |
MARSHWINDS ADVISORY CO | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2015 | Q3 2015 | 2 |
Hook Mill Capital Partners, LP | 2 | 2 | 3.73% | 3.74% | 3.75% | Q2 2023 | Q3 2023 | 2 |
SCHRODERS IS Ltd | 2 | 2 | 0.20% | 0.27% | 0.35% | Q1 2022 | Q2 2022 | 2 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 2.03% | 2.18% | 2.33% | Q1 2014 | Q4 2018 | 2 |
Nemes Rush Group LLC | 2 | 2 | 1.86% | 1.88% | 1.90% | Q2 2023 | Q3 2023 | 2 |
ELEVATUS WELATH MANAGEMENT | 2 | 2 | 4.69% | 4.88% | 5.08% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.19% | 0.22% | 0.25% | Q4 2022 | Q1 2023 | 2 |
Hatteras Investment Partners, LP | 1 | 1 | 0.02% | 0.38% | 0.75% | Q4 2014 | Q4 2015 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q1 2020 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.44% | 0.46% | 0.47% | Q2 2023 | Q3 2023 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 4.42% | 4.45% | 4.48% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Robbie L. Kennerson P.A., Inc. | 1 | 1 | 1.98% | 1.98% | 1.98% | Q4 2022 | Q4 2022 | 1 |
Taika Capital, LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Bromfield Sneider Wealth Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
FIRST GROWTH CAPITAL PARTNERS LO LP | 1 | 1 | 4.63% | 4.63% | 4.63% | Q4 2020 | Q4 2020 | 1 |
Vanderbilt University | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Hiddenite Capital Partners LP | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2021 | Q4 2021 | 1 |
LTS One Management LP | 1 | 1 | 3.84% | 3.84% | 3.84% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 3.10% | 3.10% | 3.10% | Q1 2022 | Q1 2022 | 1 |
Helen Stephens Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
VELA Investment Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BCK CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2021 | Q4 2021 | 1 |
REBALANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BENNETT LAWRENCE MANAGEMENT L L C/NY | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2015 | Q4 2015 | 1 |
Elequin Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
RTD Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
S&T BANK/PA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
MWA Asset Management | 1 | 1 | 2.77% | 2.77% | 2.77% | Q3 2023 | Q3 2023 | 1 |
Must Asset Management Inc. | 1 | 1 | 2.41% | 2.41% | 2.41% | Q3 2023 | Q3 2023 | 1 |
Amtrust Financial Services, Inc. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2018 | Q4 2018 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2020 | Q3 2020 | 1 |
Custos Family Office, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
AFFINIA FINANCIAL GROUP, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 2.05% | 2.05% | 2.05% | Q3 2015 | Q3 2015 | 1 |
Karpus Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2022 | Q4 2022 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 4.13% | 4.13% | 4.13% | Q3 2020 | Q3 2020 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2017 | Q1 2017 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2013 | Q2 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
SoftBank Group | 1 | 1 | 5.96% | 5.96% | 5.96% | Q2 2020 | Q2 2020 | 1 |
Flat Footed LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2023 | Q1 2023 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Claremont Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 1 | 1 | 2.43% | 2.43% | 2.43% | Q4 2017 | Q4 2017 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2019 | Q4 2019 | 1 |
Appian Way Asset Management LP | 1 | 1 | 2.91% | 2.91% | 2.91% | Q1 2020 | Q1 2020 | 1 |
Fortress Wealth Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
TrueWealth Financial Partners | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2023 | Q2 2023 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2019 | Q3 2019 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Karani Asset Management LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2021 | Q2 2021 | 1 |
TRUE SIGNAL LP | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2022 | Q4 2022 | 1 |
Members Advisory Group LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Retirement Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Stonehage Fleming (UK) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
CXI Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Richard C. Young & CO., LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Cardinal Point Wealth Management Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
PROSPECTOR PARTNERS LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2018 | Q1 2018 | 1 |
Trafelet Capital Management, L.P. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
MIK Capital, LP | 1 | 1 | 4.79% | 4.79% | 4.79% | Q2 2021 | Q2 2021 | 1 |
HARBER ASSET MANAGEMENT LLC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q4 2014 | Q4 2014 | 1 |
Prudence Investment Management (Hong Kong) Ltd. | 1 | 1 | 5.60% | 5.60% | 5.60% | Q2 2022 | Q2 2022 | 1 |
Osbon Capital Management LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2019 | Q2 2019 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2016 | Q1 2016 | 1 |
Leap Investments LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2020 | Q2 2020 | 1 |
EPIQ Capital Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Manifold Partners, LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q2 2014 | Q2 2014 | 1 |
ALPINE ASSOCIATES MANAGEMENT INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Kohlberg Kravis Roberts & Co. L.P. | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2014 | Q1 2014 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Boundary Creek Advisors LP | 1 | 1 | 5.86% | 5.86% | 5.86% | Q1 2023 | Q1 2023 | 1 |
Corton Capital Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
VNBTrust, National Association | 1 | 1 | 35.31% | 35.31% | 35.31% | Q2 2018 | Q2 2018 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2015 | Q4 2015 | 1 |
Moon Capital Management, LLC | 1 | 1 | 3.57% | 3.57% | 3.57% | Q3 2019 | Q3 2019 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2016 | Q3 2016 | 1 |
Pathlight Investors LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2018 | Q4 2018 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Baltimore-Washington Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Algebris Investments (UK) LLP | 1 | 1 | 3.13% | 3.13% | 3.13% | Q3 2016 | Q3 2016 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q3 2023 | Q3 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2013 | Q2 2013 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Tiedemann Wealth Management Holdings, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2017 | Q1 2017 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
Loeb Offshore Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Susquehanna International Securities, Ltd. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2022 | Q2 2022 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2018 | Q4 2018 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Brown Shipley& Co Ltd | 1 | 1 | 6.60% | 6.60% | 6.60% | Q2 2023 | Q2 2023 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Doman Group, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2021 | Q4 2021 | 1 |
BancFirst Trust & Investment Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2018 | Q2 2018 | 1 |
Ronit Capital LLP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2021 | Q3 2021 | 1 |
Evergreen Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2013 | Q2 2013 | 1 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 1 | 1 | 4.80% | 4.80% | 4.80% | Q2 2013 | Q2 2013 | 1 |
Retireful, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
Coalescence Partners Investment Management, LP | 1 | 1 | 7.55% | 7.55% | 7.55% | Q4 2020 | Q4 2020 | 1 |
Carter Financial Group, INC. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2022 | Q1 2022 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Virginia National Bank | 1 | 1 | 40.88% | 40.88% | 40.88% | Q3 2018 | Q3 2018 | 1 |
Waycross Investment Management Co | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2016 | Q1 2016 | 1 |
Belvedere Advisors LLC | 1 | 1 | 3.86% | 3.86% | 3.86% | Q2 2019 | Q2 2019 | 1 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Antara Capital LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Boothe Investment Group, Inc. | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2019 | Q1 2019 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2014 | Q1 2014 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2013 | Q4 2013 | 1 |
ERN LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2022 | Q2 2022 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2015 | Q3 2015 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Pacifica Capital Investments, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 2.68% | 2.68% | 2.68% | Q2 2023 | Q2 2023 | 1 |
FolioMetrix LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2015 | Q2 2015 | 1 |
City Financial Investment Co Ltd | 1 | 1 | 7.98% | 7.98% | 7.98% | Q3 2017 | Q3 2017 | 1 |
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2023 | Q3 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
LFS ASSET MANAGEMENT | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
JHL Capital Group LLC | 1 | 1 | 8.68% | 8.68% | 8.68% | Q2 2017 | Q2 2017 | 1 |
Cutler Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Orinda Asset Management LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2013 | Q3 2013 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
SWAN Capital LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Windsor Advisory Group, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
Western Financial Corp/CA | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Northern Financial Advisors Inc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Bain Capital Public Equity, LP | 1 | 1 | 3.75% | 3.75% | 3.75% | Q3 2023 | Q3 2023 | 1 |
HTG Investment Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
DEEPWATER ASSET MANAGEMENT, LLC | 1 | 1 | 4.38% | 4.38% | 4.38% | Q4 2022 | Q4 2022 | 1 |
FACT Capital, LP | 1 | 1 | 3.77% | 3.77% | 3.77% | Q3 2023 | Q3 2023 | 1 |
Team Hewins, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2023 | Q3 2023 | 1 |
Deimos Asset Management LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2016 | Q2 2016 | 1 |
Quarry LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q2 2023 | Q2 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
COMPLEX CAPITAL MANAGEMENT, LLC | 1 | 1 | 6.07% | 6.07% | 6.07% | Q4 2018 | Q4 2018 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Foresight Global Investors, Inc. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2023 | Q2 2023 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 3.19% | 3.19% | 3.19% | Q3 2023 | Q3 2023 | 1 |
Odey Asset Management LLP | 1 | 1 | 2.72% | 2.72% | 2.72% | Q3 2023 | Q3 2023 | 1 |
NFC Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Rockwood Wealth Management, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2021 | Q4 2021 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2023 | Q3 2023 | 1 |
Kure Advisory, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
KPP Advisory Services LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2023 | Q3 2023 | 1 |
Certus Wealth Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 3.30% | 3.30% | 3.30% | Q3 2023 | Q3 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
NBW CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2023 | Q3 2023 | 1 |
Albar Capital Ltd | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2023 | Q3 2023 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 2.87% | 2.87% | 2.87% | Q3 2021 | Q3 2021 | 1 |
GSG Advisors LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 1.79% | 1.79% | 1.79% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Hatteras Alternative Mutual Funds, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2014 | Q2 2014 | 1 |
Kampmann Melissa S. | 1 | 1 | 2.19% | 2.19% | 2.19% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
GUNN & Co INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Prosperitas Financial LLC | 1 | 1 | 3.08% | 3.08% | 3.08% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 4.10% | 4.10% | 4.10% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 3.67% | 3.67% | 3.67% | Q3 2023 | Q3 2023 | 1 |
Savoie Capital LLC | 1 | 1 | 8.98% | 8.98% | 8.98% | Q3 2023 | Q3 2023 | 1 |
Smart Portfolios, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2013 | Q4 2013 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2023 | Q4 2023 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
Martin Capital Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
NORTHERN CAPITAL MANAGEMENT LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2018 | Q4 2018 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Castle Creek Arbitrage, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2015 | Q3 2015 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
GLADE BROOK CAPITAL PARTNERS LLC | 1 | 1 | 8.11% | 8.11% | 8.11% | Q4 2015 | Q4 2015 | 1 |
Kendall Square Capital, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q1 2014 | Q1 2014 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Longer Investments Inc. | 1 | 1 | 1.99% | 1.99% | 1.99% | Q4 2014 | Q4 2014 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2016 | Q1 2016 | 1 |
Tiger Legatus Capital Management, LLC | 1 | 1 | 6.72% | 6.72% | 6.72% | Q2 2016 | Q2 2016 | 1 |
SCHALLER INVESTMENT GROUP INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
Board of Trustees of The Leland Stanford Junior University | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
Maj Invest Holding A/S | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2018 | Q4 2018 | 1 |
LOEWS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Cascabel Management LP | 1 | 1 | 2.93% | 2.93% | 2.93% | Q2 2013 | Q2 2013 | 1 |
LEGG MASON, INC. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2016 | Q3 2016 | 1 |
LANSDOWNE PARTNERS AUSTRIA GMBH | 1 | 1 | 93.09% | 93.09% | 93.09% | Q4 2015 | Q4 2015 | 1 |
Ignis Investment Services Ltd | 1 | 1 | 1.87% | 1.87% | 1.87% | Q4 2013 | Q4 2013 | 1 |
Pier Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2017 | Q4 2017 | 1 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2018 | Q2 2018 | 1 |
HIGHLAND ASSOCIATES INC | 1 | 1 | 2.82% | 2.82% | 2.82% | Q3 2018 | Q3 2018 | 1 |
Huber Financial Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Blue Rock Advisors, Inc. | 1 | 1 | 8.27% | 8.27% | 8.27% | Q4 2015 | Q4 2015 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2019 | Q1 2019 | 1 |
Strategic Point Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Union Square Park Capital Management, LLC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q4 2022 | Q4 2022 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
WJ Interests, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
ARTIS CAPITAL MANAGEMENT, L.P. | 1 | 1 | 3.70% | 3.70% | 3.70% | Q3 2014 | Q3 2014 | 1 |
Lamond Capital Partners LLC | 1 | 1 | 8.25% | 8.25% | 8.25% | Q2 2013 | Q2 2013 | 1 |
Tyrus Capital S.A.M. | 1 | 1 | 1.88% | 1.88% | 1.88% | Q3 2017 | Q3 2017 | 1 |
Corsair Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2017 | Q1 2017 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2017 | Q2 2017 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2013 | Q4 2013 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2014 | Q4 2014 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
BROADVIEW ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
CALIFORNIA FIRST LEASING CORP | 1 | 1 | 2.65% | 2.65% | 2.65% | Q4 2021 | Q4 2021 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
KING STREET CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Financial Designs Corp | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 2.91% | 2.91% | 2.91% | Q2 2023 | Q2 2023 | 1 |
Thiel Macro LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2018 | Q3 2018 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q3 2019 | Q3 2019 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2023 | Q3 2023 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 5.69% | 5.69% | 5.69% | Q1 2019 | Q1 2019 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2020 | Q4 2020 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Panning Capital Management, LP | 1 | 1 | 16.01% | 16.01% | 16.01% | Q3 2015 | Q3 2015 | 1 |
TRADITION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
QUENTEC ASSET MANAGEMENT LLC | 1 | 1 | 3.26% | 3.26% | 3.26% | Q4 2016 | Q4 2016 | 1 |
BRIDGER MANAGEMENT, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2022 | Q1 2022 | 1 |
Matterhorn Capital Management, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2016 | Q3 2016 | 1 |
Brandywine Global Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
ENDICOTT MANAGEMENT CO | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 |
Eclectica Asset Management LLP | 1 | 1 | 4.93% | 4.93% | 4.93% | Q2 2014 | Q2 2014 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Jordan Park Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
MRJ CAPITAL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
GENESEE VALLEY TRUST CO | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
MARK MORRIS ET AL | 1 | 1 | 2.95% | 2.95% | 2.95% | Q2 2013 | Q2 2013 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Wedgewood Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2013 | Q2 2013 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q1 2021 | Q1 2021 | 1 |
Gardner Russo & Gardner | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Aristotle Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ZBI Services, L.L.C. | 1 | 1 | 12.37% | 12.37% | 12.37% | Q4 2015 | Q4 2015 | 1 |
Red Cedar Management, LP | 1 | 1 | 7.28% | 7.28% | 7.28% | Q1 2020 | Q1 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 2.78% | 2.78% | 2.78% | Q2 2016 | Q2 2016 | 1 |
Acorns Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Valtura Capital Partners LLC | 1 | 1 | 20.99% | 20.99% | 20.99% | Q4 2016 | Q4 2016 | 1 |
Prisma Capital Partners LP | 1 | 1 | 6.84% | 6.84% | 6.84% | Q3 2018 | Q3 2018 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2015 | Q4 2015 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 1.85% | 1.85% | 1.85% | Q2 2021 | Q2 2021 | 1 |
HAMILTON LANE ADVISORS LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2014 | Q3 2014 | 1 |
New Century Advisors, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q4 2021 | Q4 2021 | 1 |
Teewinot Capital Advisers, L.L.C. | 1 | 1 | 2.43% | 2.43% | 2.43% | Q3 2023 | Q3 2023 | 1 |
Family Capital Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
CHARLES STEWART MOTT FOUNDATION | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2015 | Q3 2015 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 2.97% | 2.97% | 2.97% | Q4 2020 | Q4 2020 | 1 |
Yelin Lapidot Holdings Management Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 3.10% | 3.10% | 3.10% | Q3 2015 | Q3 2015 | 1 |
DESTRIER CAPITAL MANAGEMENT LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q1 2016 | Q1 2016 | 1 |
ATERNALIS CAPITAL LLC | 1 | 1 | 16.87% | 16.87% | 16.87% | Q4 2015 | Q4 2015 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
PORTLAND HILL CAPITAL LLP | 1 | 1 | 1.69% | 1.69% | 1.69% | Q4 2016 | Q4 2016 | 1 |
Polianta Ltd | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2022 | Q2 2022 | 1 |
Opes Advisors Inc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
EDMOND DE ROTHSCHILD (ITALIA) SGR SPA | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2015 | Q3 2015 | 1 |
Boussard & Gavaudan Investment Management LLP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2023 | Q2 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
KANHA CAPITAL, LP | 1 | 1 | 10.96% | 10.96% | 10.96% | Q4 2016 | Q4 2016 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Versor Investments LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
EA Series Trust | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2023 | Q2 2023 | 1 |
Lebenthal Wealth Advisors, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2016 | Q2 2016 | 1 |
Anatole Investment Management Ltd | 1 | 1 | 4.74% | 4.74% | 4.74% | Q3 2023 | Q3 2023 | 1 |
THREE BAYS CAPITAL LP | 1 | 1 | 4.35% | 4.35% | 4.35% | Q4 2016 | Q4 2016 | 1 |
Ironwood Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Napier Park Global Capital (US) LP | 1 | 1 | 14.46% | 14.46% | 14.46% | Q1 2019 | Q1 2019 | 1 |
ADI CAPITAL MANAGEMENT LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q1 2019 | Q1 2019 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
GAM SYSTEMATIC LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Barker Partnership L.P. | 1 | 1 | 78.29% | 78.29% | 78.29% | Q4 2017 | Q4 2017 | 1 |
Latimer Light Capital, L.P. | 1 | 1 | 2.38% | 2.38% | 2.38% | Q3 2016 | Q3 2016 | 1 |
Vantis Investment Advisers L.P. | 1 | 1 | 7.97% | 7.97% | 7.97% | Q1 2021 | Q1 2021 | 1 |
Manitou Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CFO4Life, L.P. | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2022 | Q4 2022 | 1 |
Lagoda Investment Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Silicon Valley Community Foundation | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2021 | Q4 2021 | 1 |
Kanen Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Triatomic Management LP | 1 | 1 | 4.95% | 4.95% | 4.95% | Q4 2022 | Q4 2022 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2021 | Q2 2021 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 5.52% | 5.52% | 5.52% | Q4 2020 | Q4 2020 | 1 |
Valliance Asset Management Ltd | 1 | 1 | 3.47% | 3.47% | 3.47% | Q3 2023 | Q3 2023 | 1 |
AtonRa Partners | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2020 | Q4 2020 | 1 |
Tacita Capital Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Cardinal Point Wealth Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2020 | Q4 2020 | 1 |
RFG HOLDINGS, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Strategic Equity Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
R.P. Boggs & Co. | 1 | 1 | 3.83% | 3.83% | 3.83% | Q4 2020 | Q4 2020 | 1 |
Ulrich Consultants & Investment Group, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2023 | Q2 2023 | 1 |
ACT Advisors, LLC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Tejara Capital Ltd | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own AMAZON COM INC or have owned AMAZON COM INC in the past.