Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.10% | 0.40% | Q1 2012 | Q3 2023 | 133 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 122 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.06% | 0.45% | Q2 2013 | Q3 2023 | 121 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 117 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.24% | Q2 2013 | Q3 2023 | 113 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 112 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 104 |
Citadel Advisors | 42 | 42 | 0.00% | 0.05% | 0.42% | Q2 2013 | Q3 2023 | 100 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.05% | 0.39% | Q2 2013 | Q3 2023 | 100 |
WOLVERINE TRADING, LLC | 30 | 30 | 0.00% | 0.04% | 0.10% | Q2 2016 | Q3 2023 | 89 |
Parallax Volatility Advisers, L.P. | 20 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 88 |
UBS Group AG | 36 | 36 | 0.00% | 0.09% | 0.34% | Q4 2014 | Q3 2023 | 87 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 86 |
JANE STREET GROUP, LLC | 35 | 1 | 0.00% | 0.01% | 0.13% | Q1 2014 | Q3 2023 | 85 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.14% | Q4 2015 | Q3 2023 | 83 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.07% | 0.23% | Q1 2012 | Q3 2023 | 81 |
TWO SIGMA INVESTMENTS, LP | 31 | 2 | 0.00% | 0.10% | 0.57% | Q2 2013 | Q3 2023 | 80 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.09% | 0.32% | Q1 2013 | Q3 2023 | 76 |
CAPITAL FUND MANAGEMENT S.A. | 15 | 3 | 0.00% | 0.09% | 0.44% | Q2 2013 | Q3 2023 | 74 |
MILLENNIUM MANAGEMENT LLC | 32 | 8 | 0.00% | 0.04% | 0.25% | Q2 2013 | Q3 2023 | 73 |
Jefferies Group LLC | 16 | 3 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2022 | 66 |
Twin Tree Management, LP | 10 | 1 | 0.00% | 0.09% | 0.43% | Q4 2012 | Q3 2022 | 65 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.24% | 0.88% | Q2 2013 | Q3 2023 | 62 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.06% | 0.24% | Q2 2014 | Q3 2023 | 61 |
Paloma Partners Management Co | 10 | 2 | 0.00% | 0.10% | 0.93% | Q2 2013 | Q3 2023 | 60 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q2 2018 | 57 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.16% | 0.36% | Q2 2013 | Q3 2023 | 55 |
WOLVERINE ASSET MANAGEMENT LLC | 19 | 1 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q2 2021 | 55 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.03% | 0.20% | Q3 2018 | Q3 2023 | 53 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.44% | 1.08% | Q3 2013 | Q3 2023 | 52 |
TWO SIGMA SECURITIES, LLC | 13 | 1 | 0.00% | 0.04% | 0.23% | Q4 2016 | Q3 2023 | 52 |
NOMURA HOLDINGS INC | 13 | 1 | 0.00% | 0.04% | 0.57% | Q4 2012 | Q3 2023 | 51 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 48 |
GLENMEDE TRUST CO NA | 45 | 3 | 0.00% | 0.20% | 0.55% | Q2 2009 | Q3 2023 | 48 |
HUNTINGTON NATIONAL BANK | 47 | 47 | 0.00% | 0.12% | 0.20% | Q1 2012 | Q3 2023 | 47 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 47 | 47 | 0.07% | 0.21% | 0.30% | Q1 2012 | Q3 2023 | 47 |
AMALGAMATED BANK | 47 | 47 | 0.14% | 0.23% | 0.39% | Q1 2012 | Q3 2023 | 47 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 47 | 47 | 0.03% | 0.14% | 0.32% | Q1 2012 | Q3 2023 | 47 |
SECURIAN ASSET MANAGEMENT, INC | 47 | 47 | 0.10% | 0.27% | 0.79% | Q1 2012 | Q3 2023 | 47 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 47 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.25% | 0.40% | Q2 2013 | Q3 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.10% | 0.41% | Q2 2013 | Q3 2023 | 46 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.02% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 45 |
HighTower Advisors, LLC | 33 | 8 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 45 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.25% | 0.42% | Q2 2013 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.15% | 0.39% | Q4 2012 | Q3 2023 | 44 |
Akre Capital Management | 42 | 42 | 0.01% | 11.90% | 15.67% | Q2 2013 | Q3 2023 | 44 |
MAI Capital Management | 42 | 42 | 0.00% | 0.26% | 0.52% | Q2 2013 | Q3 2023 | 44 |
AQR Capital Management | 42 | 1 | 0.05% | 0.14% | 0.33% | Q4 2012 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.06% | 0.38% | 0.82% | Q1 2013 | Q3 2023 | 43 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.09% | 0.26% | Q4 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.14% | 0.21% | 0.32% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.18% | 0.37% | Q1 2013 | Q3 2023 | 43 |
MAR VISTA INVESTMENT PARTNERS LLC | 43 | 43 | 2.99% | 5.18% | 8.20% | Q1 2013 | Q3 2023 | 43 |
Joel Isaacson & Co., LLC | 27 | 16 | 0.01% | 0.11% | 0.21% | Q4 2012 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.16% | 0.23% | 0.38% | Q1 2013 | Q3 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.03% | 0.33% | 0.69% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.03% | 0.04% | 0.07% | Q1 2013 | Q3 2023 | 43 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 43 | 43 | 0.08% | 0.20% | 0.37% | Q1 2013 | Q3 2023 | 43 |
APPLETON PARTNERS INC/MA | 43 | 43 | 0.47% | 1.50% | 1.92% | Q2 2013 | Q4 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.04% | 0.06% | 0.10% | Q4 2012 | Q2 2023 | 43 |
MUFG Americas Holdings Corp | 43 | 43 | 0.16% | 0.46% | 0.89% | Q1 2012 | Q3 2022 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.03% | 0.12% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.24% | 0.34% | 0.62% | Q1 2013 | Q3 2023 | 43 |
PETTYJOHN, WOOD & WHITE, INC | 42 | 42 | 0.22% | 0.40% | 0.60% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.08% | 0.30% | 0.75% | Q2 2013 | Q3 2023 | 42 |
Triangle Securities Wealth Management | 42 | 42 | 0.33% | 0.87% | 1.20% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.15% | 0.24% | 0.38% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.15% | 0.26% | 0.42% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.10% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.01% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.15% | 0.64% | 1.39% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.05% | 0.30% | 0.70% | Q2 2013 | Q3 2023 | 42 |
NOVARE CAPITAL MANAGEMENT LLC | 42 | 42 | 0.39% | 0.96% | 1.46% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.02% | 0.14% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Barton Investment Management | 42 | 42 | 2.86% | 5.81% | 10.71% | Q2 2013 | Q3 2023 | 42 |
Wallington Asset Management, LLC | 42 | 42 | 1.81% | 2.80% | 4.52% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.16% | 0.24% | 0.40% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.13% | 0.39% | 0.88% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.10% | 0.35% | 0.91% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.09% | 0.27% | 0.44% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.01% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.16% | 0.23% | 0.37% | Q2 2013 | Q3 2023 | 42 |
BAMCO INC /NY/ | 42 | 42 | 0.02% | 0.16% | 0.31% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.04% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Rafferty Asset Management, LLC | 42 | 42 | 0.04% | 0.18% | 0.44% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.44% | 0.97% | 1.53% | Q2 2013 | Q3 2023 | 42 |
FRONT BARNETT ASSOCIATES LLC | 42 | 42 | 0.06% | 0.53% | 0.85% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.76% | 1.99% | 2.56% | Q2 2013 | Q3 2023 | 42 |
Cohen Klingenstein LLC | 42 | 42 | 0.35% | 0.73% | 1.67% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.03% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.00% | 3.18% | 5.54% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q4 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.13% | 0.28% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.12% | 0.24% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.16% | 0.54% | 1.33% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.07% | 0.17% | 0.32% | Q2 2012 | Q4 2022 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.06% | 0.38% | 0.82% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.05% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
State of Alaska, Department of Revenue | 42 | 42 | 0.34% | 1.67% | 4.30% | Q2 2013 | Q3 2023 | 42 |
TORRAY INVESTMENT PARTNERS LLC | 42 | 42 | 0.75% | 1.84% | 3.15% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 1.06% | 1.90% | 2.78% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.26% | 0.39% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.14% | 0.21% | 0.30% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.15% | 0.22% | 0.34% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.18% | 0.28% | 0.45% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.01% | 0.22% | 0.47% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.08% | 0.17% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.18% | 0.24% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.01% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.24% | 1.70% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.07% | 0.19% | 0.49% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.40% | 1.23% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.21% | 0.34% | 0.50% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.13% | 0.30% | 0.68% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 1.37% | 2.14% | 3.05% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.06% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.10% | 0.24% | 0.55% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.04% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.52% | 0.81% | 1.88% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.13% | 0.24% | 0.42% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.17% | 0.31% | 0.45% | Q2 2013 | Q3 2023 | 42 |
CHILTON CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 1.43% | 2.80% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.15% | 0.41% | 0.51% | Q2 2013 | Q3 2023 | 42 |
MILLER HOWARD INVESTMENTS INC /NY | 42 | 42 | 0.05% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GILDER GAGNON HOWE & CO LLC | 42 | 42 | 0.08% | 0.17% | 0.34% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.43% | 0.85% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.04% | 0.54% | 1.23% | Q2 2013 | Q3 2023 | 42 |
Ithaka Group | 42 | 42 | 0.03% | 0.16% | 2.04% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
First Long Island Investors, LLC | 42 | 42 | 0.74% | 1.67% | 2.64% | Q2 2013 | Q3 2023 | 42 |
Adelante Capital Management LLC | 42 | 42 | 1.37% | 2.43% | 3.30% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.03% | 0.26% | 0.87% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.08% | 0.23% | 0.54% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.04% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Laurion Capital Management LP | 9 | 1 | 0.00% | 0.09% | 0.50% | Q4 2014 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.23% | 0.33% | 0.43% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.04% | 0.14% | 0.77% | Q2 2013 | Q3 2023 | 42 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 42 | 42 | 0.05% | 0.21% | 0.88% | Q2 2013 | Q3 2023 | 42 |
Coho Partners, Ltd. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
HOWLAND CAPITAL MANAGEMENT LLC | 42 | 42 | 0.93% | 2.55% | 4.30% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.30% | 0.53% | 0.76% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.06% | 0.16% | 0.32% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.02% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.01% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Baldwin Investment Management, LLC | 42 | 42 | 0.35% | 0.48% | 0.76% | Q2 2013 | Q3 2023 | 42 |
CONGRESS ASSET MANAGEMENT CO /MA | 42 | 42 | 0.01% | 0.18% | 1.99% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.10% | 0.14% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Capital International, Inc./CA/ | 42 | 42 | 0.01% | 0.58% | 1.26% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.05% | 0.49% | 1.26% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.01% | 0.10% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.19% | 0.29% | 0.41% | Q2 2013 | Q3 2023 | 42 |
NORTHEAST INVESTMENT MANAGEMENT | 42 | 42 | 1.47% | 2.30% | 3.71% | Q2 2013 | Q3 2023 | 42 |
DAVIS R M INC | 42 | 42 | 1.17% | 1.92% | 3.23% | Q2 2013 | Q3 2023 | 42 |
CONDOR CAPITAL MANAGEMENT | 42 | 42 | 0.34% | 0.45% | 0.56% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.07% | 0.21% | 0.44% | Q2 2013 | Q3 2023 | 42 |
FACTORY MUTUAL INSURANCE CO | 42 | 42 | 0.39% | 0.61% | 0.89% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.05% | 0.34% | 1.28% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.06% | 0.15% | 0.30% | Q2 2013 | Q3 2023 | 42 |
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 42 | 42 | 0.32% | 2.43% | 4.83% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 1.00% | 1.89% | 2.91% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.03% | 0.16% | 0.36% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.12% | 0.24% | 0.48% | Q2 2013 | Q3 2023 | 42 |
NBW CAPITAL LLC | 42 | 42 | 1.23% | 1.85% | 2.83% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.09% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.03% | 0.24% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Mirae Asset Global Investments Co., Ltd. | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.16% | 0.26% | 0.44% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.18% | 0.69% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.03% | 0.10% | 0.38% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.04% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.09% | 0.26% | 0.54% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.07% | 0.41% | 0.81% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.08% | 0.16% | 0.45% | Q2 2013 | Q3 2023 | 42 |
FIL Ltd | 42 | 42 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Broad Run Investment Management | 42 | 42 | 7.26% | 10.30% | 12.23% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.06% | 0.22% | 0.48% | Q2 2013 | Q3 2023 | 42 |
CLEAR STREET MARKETS LLC | 10 | 1 | 0.00% | 0.19% | 2.79% | Q4 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.29% | 0.73% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.18% | 0.39% | 0.57% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.02% | 0.12% | 0.55% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.02% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 0.15% | 0.65% | 1.24% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.17% | 0.26% | 0.41% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.17% | 0.39% | 0.68% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.08% | 0.19% | 0.42% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST BANK | 42 | 42 | 0.04% | 0.49% | 1.52% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.12% | 0.21% | 0.37% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK OF OMAHA | 42 | 42 | 0.24% | 0.49% | 0.78% | Q2 2013 | Q3 2023 | 42 |
Edgewood Management | 42 | 42 | 1.83% | 4.54% | 6.38% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.07% | 0.52% | 1.14% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.07% | 0.17% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 0.04% | 0.14% | 0.27% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.15% | 0.33% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.06% | 0.16% | 0.43% | Q2 2013 | Q3 2023 | 42 |
KLINGENSTEIN FIELDS & CO LP | 42 | 42 | 0.75% | 1.47% | 2.18% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.12% | 0.24% | 0.45% | Q2 2013 | Q3 2023 | 42 |
NORTHSTAR ASSET MANAGEMENT LLC | 42 | 42 | 1.00% | 1.74% | 2.50% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
TCW GROUP INC | 42 | 42 | 0.73% | 2.12% | 3.60% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.03% | 0.56% | 1.16% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.07% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Skylands Capital, LLC | 42 | 42 | 1.00% | 1.99% | 3.45% | Q2 2013 | Q3 2023 | 42 |
JENNISON ASSOCIATES LLC | 42 | 42 | 0.02% | 0.53% | 1.14% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.08% | 0.19% | 0.47% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.25% | 0.40% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.03% | 0.39% | 0.89% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.06% | 0.34% | 0.97% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.15% | 0.23% | 0.40% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.10% | 0.21% | 0.42% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.34% | 2.97% | 8.57% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.07% | 0.20% | 0.40% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.02% | 0.24% | 0.51% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.03% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.17% | 0.27% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.12% | 0.19% | 0.30% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.01% | 0.33% | 0.48% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.14% | 0.21% | 0.34% | Q2 2013 | Q3 2023 | 42 |
WILKINS INVESTMENT COUNSEL INC | 42 | 42 | 1.08% | 1.52% | 2.13% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.07% | 0.38% | 0.85% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.14% | 0.23% | 0.40% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.20% | 0.42% | 0.77% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.10% | 0.37% | 0.74% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.01% | 0.16% | 0.39% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.17% | 0.25% | 0.42% | Q2 2013 | Q3 2023 | 42 |
AUGUSTINE ASSET MANAGEMENT INC | 42 | 42 | 0.33% | 0.70% | 1.12% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.02% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.12% | 0.29% | 0.55% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.09% | 0.80% | 2.24% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.21% | 1.16% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.16% | 0.31% | 0.48% | Q2 2013 | Q3 2023 | 42 |
WBH ADVISORY INC | 38 | 3 | 0.11% | 0.28% | 0.39% | Q2 2013 | Q3 2023 | 41 |
Sandy Spring Bank | 37 | 4 | 0.17% | 0.42% | 0.71% | Q2 2013 | Q3 2023 | 41 |
EP Wealth Advisors, LLC | 41 | 41 | 0.04% | 1.10% | 2.04% | Q3 2013 | Q3 2023 | 41 |
MIDDLETON & CO INC/MA | 37 | 4 | 0.48% | 1.52% | 2.66% | Q2 2013 | Q3 2023 | 41 |
Goelzer Investment Management, Inc. | 41 | 41 | 0.04% | 0.41% | 0.76% | Q3 2013 | Q3 2023 | 41 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 41 | 41 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q3 2023 | 41 |
FARMERS & MERCHANTS INVESTMENTS INC | 35 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.03% | 0.22% | 0.40% | Q3 2013 | Q3 2023 | 41 |
Copeland Capital Management, LLC | 41 | 41 | 0.01% | 0.28% | 0.87% | Q3 2013 | Q3 2023 | 41 |
ADELL HARRIMAN & CARPENTER INC | 41 | 41 | 0.11% | 1.77% | 2.84% | Q3 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.02% | 0.12% | Q3 2013 | Q3 2023 | 41 |
Spot Trading L.L.C | 14 | 1 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q1 2017 | 41 |
Arizona State Retirement System | 33 | 8 | 0.15% | 0.22% | 0.38% | Q1 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 32 | 9 | 0.02% | 0.09% | 0.29% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.19% | 0.29% | 0.46% | Q3 2013 | Q3 2023 | 41 |
Motley Fool Asset Management LLC | 41 | 41 | 0.62% | 1.46% | 1.97% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Carnegie Capital Asset Management, LLC | 41 | 41 | 0.16% | 1.15% | 1.58% | Q3 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 41 |
MARK ASSET MANAGEMENT LP | 41 | 41 | 0.02% | 0.12% | 0.17% | Q3 2013 | Q3 2023 | 41 |
East Coast Asset Management, LLC. | 41 | 41 | 0.14% | 0.41% | 0.98% | Q3 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.05% | 0.21% | 0.60% | Q3 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 39 | 2 | 0.00% | 0.11% | 0.67% | Q1 2012 | Q3 2023 | 41 |
Norinchukin Bank, The | 41 | 41 | 0.01% | 0.10% | 0.21% | Q3 2013 | Q3 2023 | 41 |
Meiji Yasuda Asset Management Co Ltd. | 31 | 10 | 0.04% | 0.16% | 0.35% | Q2 2013 | Q3 2023 | 41 |
TELEMUS CAPITAL, LLC | 41 | 41 | 0.36% | 0.57% | 0.76% | Q3 2013 | Q3 2023 | 41 |
CAPITAL INTERNATIONAL LTD /CA/ | 41 | 41 | 0.02% | 1.11% | 3.12% | Q2 2013 | Q2 2023 | 41 |
Capital International Sarl | 41 | 41 | 0.07% | 0.89% | 1.94% | Q2 2013 | Q2 2023 | 41 |
Aureus Asset Management, LLC | 40 | 1 | 0.21% | 2.69% | 3.82% | Q2 2013 | Q3 2023 | 41 |
Buckingham Capital Management, Inc. | 41 | 41 | 0.07% | 0.09% | 0.15% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.17% | 0.33% | 0.50% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 41 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 41 | 41 | 0.17% | 0.25% | 0.37% | Q3 2013 | Q3 2023 | 41 |
THOMPSON SIEGEL & WALMSLEY LLC | 38 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.05% | 0.10% | 0.16% | Q3 2013 | Q3 2023 | 41 |
Liberty Capital Management, Inc. | 29 | 12 | 0.21% | 1.48% | 2.63% | Q2 2013 | Q3 2023 | 41 |
FIRST CITIZENS BANK & TRUST CO | 38 | 2 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.08% | 0.16% | Q3 2013 | Q3 2023 | 40 |
Andra AP-fonden | 22 | 6 | 0.02% | 0.23% | 0.65% | Q2 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.01% | 0.51% | 0.99% | Q4 2013 | Q3 2023 | 40 |
WEDBUSH SECURITIES INC | 31 | 9 | 0.03% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 40 |
1832 Asset Management L.P. | 35 | 1 | 0.02% | 0.66% | 1.44% | Q2 2013 | Q3 2023 | 40 |
ING GROEP NV | 17 | 1 | 0.00% | 0.10% | 0.44% | Q1 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.19% | 0.29% | 0.45% | Q3 2013 | Q3 2023 | 40 |
TRUIST FINANCIAL CORP | 40 | 40 | 0.01% | 0.07% | 0.14% | Q4 2013 | Q3 2023 | 40 |
BOSTON FINANCIAL MANGEMENT LLC | 40 | 40 | 0.26% | 0.62% | 1.43% | Q4 2013 | Q3 2023 | 40 |
Telos Capital Management, Inc. | 40 | 40 | 0.31% | 0.69% | 1.16% | Q4 2013 | Q3 2023 | 40 |
Prospera Financial Services Inc | 22 | 18 | 0.01% | 0.10% | 0.19% | Q3 2013 | Q3 2023 | 40 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.08% | 0.31% | Q4 2013 | Q3 2023 | 40 |
Squarepoint Ops LLC | 10 | 1 | 0.00% | 0.12% | 1.81% | Q4 2014 | Q3 2023 | 40 |
FIRST TRUST ADVISORS LP | 39 | 1 | 0.00% | 0.08% | 0.27% | Q2 2013 | Q3 2023 | 40 |
Private Ocean, LLC | 40 | 40 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.11% | 0.18% | 0.30% | Q4 2013 | Q3 2023 | 40 |
GRAND JEAN CAPITAL MANAGEMENT INC | 40 | 40 | 0.22% | 4.23% | 8.24% | Q4 2013 | Q3 2023 | 40 |
MOTCO | 36 | 4 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 40 |
Selkirk Management LLC | 40 | 40 | 2.37% | 3.80% | 7.40% | Q2 2013 | Q1 2023 | 40 |
RBF Capital, LLC | 40 | 40 | 0.22% | 0.38% | 0.57% | Q4 2013 | Q3 2023 | 40 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 40 | 40 | 0.10% | 0.69% | 1.19% | Q4 2013 | Q3 2023 | 40 |
Baystate Wealth Management LLC | 39 | 1 | 0.00% | 0.17% | 0.23% | Q2 2013 | Q3 2023 | 40 |
FIRST MANHATTAN CO. LLC. | 40 | 40 | 0.00% | 0.17% | 0.69% | Q4 2013 | Q3 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 0.74% | 1.05% | 1.52% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 39 | 0.10% | 0.17% | 0.34% | Q2 2013 | Q4 2022 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q3 2023 | 39 |
MACKENZIE FINANCIAL CORP | 24 | 15 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 39 |
TWO SIGMA ADVISERS, LP | 21 | 2 | 0.00% | 0.16% | 0.57% | Q2 2013 | Q2 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.13% | 0.21% | 0.30% | Q2 2013 | Q4 2022 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.11% | 0.22% | Q1 2014 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.50% | 0.81% | 1.38% | Q1 2014 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.50% | 1.01% | 1.40% | Q2 2013 | Q4 2022 | 39 |
REAVES W H & CO INC | 27 | 12 | 0.01% | 1.73% | 3.30% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.04% | 0.12% | 0.19% | Q1 2014 | Q3 2023 | 39 |
Calamos Advisors LLC | 37 | 2 | 0.01% | 0.14% | 0.34% | Q2 2013 | Q3 2023 | 39 |
Employees Retirement System of Texas | 30 | 9 | 0.14% | 0.27% | 0.45% | Q2 2013 | Q1 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.03% | 0.39% | 0.67% | Q2 2013 | Q4 2022 | 39 |
Ledyard National Bank | 39 | 39 | 0.12% | 0.53% | 1.19% | Q1 2014 | Q3 2023 | 39 |
PRUDENTIAL PLC | 26 | 5 | 0.00% | 0.06% | 0.39% | Q2 2013 | Q3 2023 | 39 |
PARADIGM ASSET MANAGEMENT CO LLC | 37 | 2 | 0.08% | 0.43% | 0.85% | Q3 2013 | Q3 2023 | 39 |
EULAV Asset Management | 36 | 3 | 0.08% | 0.60% | 0.92% | Q2 2013 | Q3 2023 | 39 |
Cetera Advisor Networks LLC | 27 | 1 | 0.01% | 0.05% | 0.12% | Q1 2013 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.07% | 0.75% | 1.34% | Q1 2014 | Q3 2023 | 39 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 30 | 3 | 0.85% | 1.30% | 1.66% | Q3 2013 | Q3 2023 | 39 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 39 | 39 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 39 |
Supplemental Annuity Collective Trust of NJ | 39 | 39 | 0.31% | 0.44% | 0.61% | Q1 2014 | Q3 2023 | 39 |
Westover Capital Advisors, LLC | 23 | 15 | 0.11% | 1.49% | 2.66% | Q2 2013 | Q1 2023 | 38 |
TUDOR INVESTMENT CORP ET AL | 9 | 1 | 0.00% | 0.10% | 0.52% | Q2 2013 | Q3 2023 | 38 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 33 | 5 | 0.01% | 1.35% | 5.66% | Q2 2013 | Q3 2023 | 38 |
DELTA ASSET MANAGEMENT LLC/TN | 19 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
Fragasso Group Inc. | 34 | 4 | 0.34% | 0.58% | 0.89% | Q4 2013 | Q4 2023 | 38 |
MONETARY MANAGEMENT GROUP INC | 38 | 38 | 0.01% | 0.24% | 0.63% | Q2 2014 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.20% | 0.32% | 0.43% | Q2 2014 | Q3 2023 | 38 |
ATWOOD & PALMER INC | 38 | 38 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 1 | 0.01% | 0.16% | 0.26% | Q1 2014 | Q3 2023 | 38 |
PITTENGER & ANDERSON INC | 38 | 38 | 0.00% | 0.74% | 1.23% | Q2 2014 | Q3 2023 | 38 |
Waverton Investment Management Ltd | 32 | 6 | 0.22% | 1.25% | 4.73% | Q2 2013 | Q1 2023 | 38 |
RMB Capital Management, LLC | 38 | 38 | 0.52% | 0.78% | 1.16% | Q2 2014 | Q3 2023 | 38 |
GIRARD PARTNERS LTD. | 22 | 16 | 0.43% | 0.92% | 1.53% | Q1 2014 | Q3 2023 | 38 |
Capital International Investors | 38 | 38 | 0.03% | 0.25% | 0.72% | Q2 2014 | Q3 2023 | 38 |
Magellan Asset Management Ltd | 38 | 38 | 0.07% | 0.73% | 2.54% | Q2 2014 | Q3 2023 | 38 |
Avenir Corp | 38 | 38 | 7.29% | 11.31% | 17.82% | Q2 2014 | Q3 2023 | 38 |
Brown Advisory Securities, LLC | 38 | 38 | 0.52% | 0.82% | 1.74% | Q2 2013 | Q3 2022 | 38 |
Tributary Capital Management, LLC | 37 | 1 | 0.03% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 38 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 36 | 2 | 0.09% | 0.24% | 0.71% | Q4 2013 | Q2 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.06% | 0.22% | 0.47% | Q2 2013 | Q3 2022 | 38 |
COLONY GROUP LLC | 28 | 9 | 0.00% | 0.15% | 0.50% | Q4 2013 | Q3 2023 | 37 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 37 |
Bath Savings Trust Co | 37 | 37 | 0.26% | 1.75% | 2.97% | Q3 2014 | Q3 2023 | 37 |
Echo Street Capital Management LLC | 29 | 1 | 0.00% | 1.61% | 4.26% | Q2 2013 | Q3 2023 | 37 |
Brookfield Asset Management | 17 | 1 | 0.29% | 1.26% | 3.04% | Q2 2013 | Q3 2023 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.14% | 0.24% | 0.51% | Q2 2013 | Q2 2022 | 37 |
Tower Research Capital LLC (TRC) | 15 | 2 | 0.00% | 0.11% | 0.31% | Q2 2013 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.20% | 0.28% | 0.39% | Q3 2014 | Q3 2023 | 37 |
FULTON BANK, N.A. | 23 | 1 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q4 2023 | 37 |
VICTORY CAPITAL MANAGEMENT INC | 36 | 1 | 0.00% | 0.03% | 0.15% | Q3 2013 | Q3 2023 | 37 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.09% | 0.48% | Q1 2013 | Q3 2023 | 37 |
CITIZENS & NORTHERN CORP | 36 | 36 | 0.62% | 1.13% | 1.67% | Q4 2014 | Q3 2023 | 36 |
Checchi Capital Advisers, LLC | 36 | 36 | 0.04% | 0.09% | 0.16% | Q4 2014 | Q3 2023 | 36 |
JOHNSON INVESTMENT COUNSEL INC | 22 | 14 | 0.02% | 0.57% | 1.70% | Q3 2014 | Q3 2023 | 36 |
Financial Architects, Inc | 30 | 1 | 0.02% | 0.09% | 0.44% | Q2 2013 | Q2 2023 | 36 |
AMP Capital Investors Ltd | 36 | 36 | 0.26% | 1.01% | 3.55% | Q2 2013 | Q1 2022 | 36 |
NewEdge Advisors, LLC | 36 | 36 | 0.08% | 0.87% | 2.29% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.09% | 0.18% | 0.34% | Q2 2013 | Q1 2022 | 36 |
Essex Financial Services, Inc. | 36 | 36 | 0.06% | 0.11% | 0.25% | Q4 2014 | Q3 2023 | 36 |
American Assets Capital Advisers, LLC | 36 | 36 | 3.81% | 5.99% | 8.26% | Q4 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.04% | 0.10% | 0.19% | Q4 2014 | Q3 2023 | 36 |
INTRUST BANK NA | 36 | 36 | 0.08% | 0.29% | 0.67% | Q4 2014 | Q3 2023 | 36 |
Texas Yale Capital Corp. | 36 | 36 | 0.08% | 0.14% | 0.23% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.07% | 0.16% | 0.34% | Q4 2014 | Q3 2023 | 36 |
Ipswich Investment Management Co., Inc. | 20 | 16 | 0.05% | 0.15% | 0.24% | Q2 2013 | Q2 2022 | 36 |
Stratos Wealth Partners, LTD. | 33 | 3 | 0.02% | 0.09% | 0.17% | Q3 2014 | Q3 2023 | 36 |
Gulf International Bank (UK) Ltd | 33 | 3 | 0.17% | 0.29% | 0.43% | Q4 2013 | Q3 2023 | 36 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 30 | 6 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q3 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 1.59% | 2.16% | 2.80% | Q2 2013 | Q1 2022 | 36 |
BTC Capital Management, Inc. | 36 | 36 | 0.04% | 0.59% | 1.00% | Q4 2014 | Q3 2023 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2022 | 36 |
IBM Retirement Fund | 36 | 36 | 0.17% | 0.25% | 0.44% | Q2 2013 | Q1 2022 | 36 |
BECK MACK & OLIVER LLC | 18 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.13% | 0.66% | Q4 2013 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.03% | 0.20% | 0.46% | Q4 2014 | Q3 2023 | 36 |
Vigilant Capital Management, LLC | 29 | 1 | 0.00% | 0.02% | 0.09% | Q3 2013 | Q2 2023 | 36 |
Motley Fool Wealth Management, LLC | 36 | 36 | 0.87% | 1.29% | 2.36% | Q4 2014 | Q3 2023 | 36 |
Godshalk Welsh Capital Management, Inc. | 36 | 36 | 0.67% | 0.94% | 1.33% | Q4 2014 | Q3 2023 | 36 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 36 | 36 | 0.10% | 0.69% | 1.50% | Q4 2014 | Q3 2023 | 36 |
AMF Tjanstepension AB | 36 | 36 | 0.34% | 0.89% | 1.80% | Q4 2014 | Q3 2023 | 36 |
TCI Wealth Advisors, Inc. | 28 | 8 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q1 2023 | 36 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 2 | 0.01% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 36 |
MEEDER ASSET MANAGEMENT INC | 21 | 3 | 0.05% | 0.20% | 0.58% | Q2 2013 | Q3 2022 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 36 | 36 | 0.20% | 0.51% | 0.77% | Q4 2014 | Q3 2023 | 36 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 32 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 36 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 36 | 36 | 0.03% | 0.14% | 0.25% | Q4 2014 | Q3 2023 | 36 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 29 | 1 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.17% | 0.32% | 0.46% | Q4 2014 | Q3 2023 | 36 |
Lincoln Capital LLC | 36 | 36 | 0.12% | 0.21% | 0.30% | Q4 2014 | Q3 2023 | 36 |
SHEETS SMITH WEALTH MANAGEMENT | 32 | 4 | 0.04% | 0.08% | 0.20% | Q3 2014 | Q3 2023 | 36 |
WMS Partners, LLC | 36 | 36 | 0.03% | 0.95% | 2.09% | Q4 2014 | Q3 2023 | 36 |
VONTOBEL ASSET MANAGEMENT INC | 36 | 36 | 0.00% | 0.88% | 1.87% | Q3 2014 | Q2 2023 | 36 |
FIRST QUADRANT LLC/CA | 35 | 35 | 0.00% | 0.05% | 0.34% | Q2 2013 | Q4 2021 | 35 |
Capital Analysts, LLC | 32 | 3 | 0.02% | 0.44% | 0.69% | Q4 2012 | Q3 2023 | 35 |
Consolidated Investment Group LLC | 35 | 35 | 0.47% | 1.24% | 2.16% | Q1 2015 | Q3 2023 | 35 |
Sigma Planning Corp | 32 | 3 | 0.02% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 35 |
CHICAGO TRUST Co NA | 35 | 35 | 0.09% | 0.16% | 0.30% | Q1 2015 | Q3 2023 | 35 |
WELCH & FORBES LLC | 28 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 35 |
Dynamic Advisor Solutions LLC | 23 | 12 | 0.11% | 0.44% | 1.47% | Q4 2013 | Q3 2023 | 35 |
Trust Co | 35 | 35 | 0.03% | 1.51% | 4.81% | Q1 2015 | Q3 2023 | 35 |
CULLINAN ASSOCIATES INC | 35 | 35 | 0.17% | 0.39% | 0.74% | Q1 2015 | Q3 2023 | 35 |
People's United Financial, Inc. | 18 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 35 |
CenterStar Asset Management, LLC | 5 | 1 | 0.01% | 0.14% | 1.07% | Q4 2017 | Q4 2022 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.07% | 0.28% | 1.41% | Q1 2015 | Q3 2023 | 35 |
Cubist Systematic Strategies, LLC | 18 | 7 | 0.00% | 0.13% | 0.50% | Q2 2014 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q4 2021 | 35 |
SECURITY ASSET MANAGEMENT | 34 | 34 | 2.02% | 3.30% | 4.15% | Q4 2014 | Q1 2023 | 34 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 34 | 34 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 34 |
Compagnie Lombard Odier SCmA | 22 | 12 | 0.00% | 0.02% | 0.25% | Q4 2013 | Q3 2023 | 34 |
ROPES WEALTH ADVISORS LLC | 28 | 6 | 0.00% | 0.04% | 0.15% | Q1 2015 | Q3 2023 | 34 |
Glassman Wealth Services | 34 | 34 | 0.03% | 0.07% | 0.11% | Q2 2015 | Q3 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.79% | 1.02% | 1.30% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.06% | 0.16% | 0.27% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.08% | 0.14% | 0.21% | Q2 2015 | Q3 2023 | 34 |
Winfield Associates, Inc. | 34 | 34 | 0.08% | 0.75% | 1.63% | Q4 2013 | Q1 2022 | 34 |
WENDELL DAVID ASSOCIATES INC | 34 | 34 | 0.45% | 1.12% | 1.72% | Q2 2015 | Q3 2023 | 34 |
BRAUN STACEY ASSOCIATES INC | 34 | 34 | 0.64% | 0.88% | 1.14% | Q2 2013 | Q3 2021 | 34 |
EASTERN BANK | 33 | 1 | 0.02% | 0.13% | 0.29% | Q2 2013 | Q3 2023 | 34 |
DUPONT CAPITAL MANAGEMENT CORP | 34 | 34 | 0.01% | 0.27% | 0.61% | Q1 2015 | Q2 2023 | 34 |
Kistler-Tiffany Companies, LLC | 22 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2023 | 34 |
FIRST MERCANTILE TRUST CO | 34 | 34 | 0.07% | 0.28% | 0.96% | Q2 2013 | Q3 2021 | 34 |
NATIXIS | 19 | 1 | 0.01% | 0.15% | 0.67% | Q2 2013 | Q3 2023 | 34 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 12 | 1 | 0.16% | 3.36% | 9.97% | Q3 2006 | Q3 2021 | 34 |
CWM, LLC | 24 | 2 | 0.00% | 0.09% | 0.78% | Q3 2013 | Q3 2023 | 34 |
American Trust Investment Advisors, LLC | 34 | 34 | 0.12% | 1.59% | 3.11% | Q4 2014 | Q1 2023 | 34 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 34 | 34 | 0.09% | 0.16% | 0.25% | Q2 2015 | Q3 2023 | 34 |
RiverPark Advisors, LLC | 34 | 34 | 0.40% | 1.89% | 4.45% | Q2 2013 | Q3 2021 | 34 |
Crestwood Advisors Group, LLC | 34 | 34 | 0.04% | 0.12% | 0.25% | Q2 2015 | Q3 2023 | 34 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 32 | 2 | 0.08% | 0.57% | 4.92% | Q4 2014 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.14% | 0.25% | 0.40% | Q2 2013 | Q3 2021 | 34 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.11% | 0.28% | 0.59% | Q2 2013 | Q3 2023 | 33 |
Bison Wealth, LLC | 28 | 5 | 0.16% | 0.32% | 1.15% | Q4 2014 | Q3 2023 | 33 |
Paradigm Financial Advisors, LLC | 33 | 33 | 0.23% | 1.37% | 3.67% | Q4 2013 | Q4 2021 | 33 |
Alberta Investment Management Corp | 18 | 3 | 0.02% | 0.17% | 0.60% | Q2 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.05% | 0.27% | Q2 2013 | Q2 2021 | 33 |
BARR E S & CO | 33 | 33 | 0.23% | 1.10% | 2.20% | Q3 2015 | Q3 2023 | 33 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 33 | 33 | 0.24% | 0.59% | 0.99% | Q2 2013 | Q2 2021 | 33 |
HAP Trading, LLC | 9 | 1 | 0.00% | 0.07% | 0.56% | Q3 2013 | Q4 2022 | 33 |
BADGLEY PHELPS & BELL INC | 33 | 33 | 0.55% | 0.79% | 1.01% | Q2 2013 | Q2 2021 | 33 |
SEGALL BRYANT & HAMILL, LLC | 33 | 33 | 0.04% | 0.07% | 0.11% | Q3 2015 | Q3 2023 | 33 |
Princeton Portfolio Strategies Group LLC | 33 | 33 | 0.93% | 1.97% | 2.85% | Q2 2013 | Q2 2021 | 33 |
Uniplan Investment Counsel, Inc. | 33 | 33 | 2.48% | 5.37% | 8.85% | Q3 2015 | Q3 2023 | 33 |
Markel Corporation | 29 | 4 | 0.01% | 0.12% | 0.25% | Q2 2015 | Q3 2023 | 33 |
BANK OF STOCKTON | 22 | 3 | 0.07% | 0.15% | 0.47% | Q2 2013 | Q2 2022 | 33 |
ONTARIO TEACHERS PENSION PLAN BOARD | 32 | 1 | 0.00% | 0.08% | 0.32% | Q2 2013 | Q4 2021 | 33 |
WASHINGTON TRUST Co | 32 | 1 | 0.01% | 0.64% | 1.22% | Q2 2015 | Q3 2023 | 33 |
BLB&B Advisors, LLC | 28 | 5 | 0.05% | 0.39% | 0.75% | Q1 2014 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.04% | 0.18% | Q3 2015 | Q3 2023 | 33 |
MONETA GROUP INVESTMENT ADVISORS LLC | 33 | 33 | 0.02% | 0.08% | 0.15% | Q3 2015 | Q3 2023 | 33 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 1 | 0.00% | 0.05% | 0.15% | Q4 2013 | Q4 2023 | 33 |
Trellus Management Company, LLC | 33 | 33 | 1.09% | 2.98% | 5.86% | Q3 2013 | Q3 2021 | 33 |
Hills Bank & Trust Co | 33 | 33 | 0.10% | 0.65% | 1.30% | Q3 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q2 2021 | 33 |
Homrich & Berg | 32 | 1 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2021 | 33 |
LS Investment Advisors, LLC | 32 | 32 | 0.01% | 0.10% | 0.16% | Q2 2013 | Q1 2021 | 32 |
FDx Advisors, Inc. | 32 | 32 | 0.02% | 0.14% | 0.31% | Q4 2015 | Q3 2023 | 32 |
HOWE & RUSLING INC | 29 | 1 | 0.00% | 0.16% | 0.56% | Q2 2013 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.05% | 0.13% | 0.24% | Q2 2013 | Q1 2021 | 32 |
TDAM USA INC. | 18 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2021 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.03% | 1.00% | 3.05% | Q4 2015 | Q3 2023 | 32 |
SIGNATUREFD, LLC | 23 | 2 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 32 |
Prospect Capital Advisors, LLC | 32 | 32 | 3.42% | 6.37% | 10.60% | Q4 2015 | Q3 2023 | 32 |
Roof Eidam Maycock Peralta, LLC | 31 | 1 | 0.09% | 0.28% | 1.04% | Q4 2014 | Q3 2023 | 32 |
ARROW FINANCIAL CORP | 21 | 11 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 32 |
BALYASNY ASSET MANAGEMENT L.P. | 11 | 1 | 0.00% | 0.11% | 0.43% | Q2 2013 | Q3 2023 | 32 |
JONES FINANCIAL COMPANIES LLLP | 31 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 32 |
Azimuth Capital Management LLC | 28 | 1 | 0.01% | 0.39% | 0.68% | Q2 2013 | Q4 2021 | 32 |
FRG Family Wealth Advisors LLC | 32 | 32 | 0.84% | 1.48% | 1.84% | Q4 2015 | Q3 2023 | 32 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 1 | 0.00% | 0.20% | 0.52% | Q4 2014 | Q3 2023 | 32 |
RATIONAL ADVISORS LLC | 12 | 1 | 0.00% | 0.35% | 1.91% | Q3 2012 | Q3 2023 | 32 |
Alpha Cubed Investments, LLC | 30 | 2 | 0.03% | 0.26% | 1.60% | Q3 2015 | Q3 2023 | 32 |
TIEMANN INVESTMENT ADVISORS, LLC | 32 | 32 | 0.18% | 0.25% | 0.36% | Q4 2015 | Q3 2023 | 32 |
THOMAS WHITE INTERNATIONAL LTD | 32 | 32 | 0.08% | 0.12% | 0.18% | Q3 2015 | Q2 2023 | 32 |
Covey Capital Advisors, LLC | 32 | 32 | 0.30% | 1.22% | 2.77% | Q4 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.07% | 0.13% | 0.31% | Q4 2015 | Q3 2023 | 32 |
Cornerstone Advisory, LLC | 32 | 32 | 0.11% | 0.23% | 0.42% | Q4 2015 | Q3 2023 | 32 |
EXANE DERIVATIVES | 31 | 31 | 0.00% | 0.07% | 0.24% | Q4 2014 | Q2 2022 | 31 |
First Heartland Consultants, Inc. | 30 | 1 | 0.04% | 0.11% | 0.13% | Q1 2014 | Q3 2023 | 31 |
Chicago Partners Investment Group LLC | 29 | 2 | 0.00% | 1.15% | 2.13% | Q4 2014 | Q3 2023 | 31 |
Voya Financial Advisors, Inc. | 19 | 3 | 0.02% | 0.06% | 0.14% | Q1 2015 | Q3 2023 | 31 |
Kelman-Lazarov, Inc. | 31 | 31 | 0.06% | 0.39% | 0.87% | Q1 2016 | Q3 2023 | 31 |
FCA CORP /TX | 22 | 3 | 0.12% | 0.17% | 0.25% | Q2 2014 | Q2 2022 | 31 |
Rehmann Capital Advisory Group | 17 | 14 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q2 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.42% | 0.90% | 1.36% | Q1 2016 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.06% | 0.31% | 0.78% | Q2 2014 | Q4 2021 | 31 |
PATHSTONE FAMILY OFFICE, LLC | 27 | 2 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 31 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 31 | 31 | 0.02% | 0.11% | 0.23% | Q1 2016 | Q3 2023 | 31 |
Barbara Oil Co. | 31 | 31 | 0.43% | 0.64% | 0.90% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Tredje AP-fonden | 23 | 8 | 0.05% | 0.19% | 0.38% | Q2 2015 | Q3 2023 | 31 |
MOODY LYNN & LIEBERSON, LLC | 26 | 1 | 0.06% | 0.37% | 1.15% | Q2 2013 | Q3 2023 | 31 |
Archford Capital Strategies, LLC | 31 | 31 | 0.00% | 0.30% | 0.55% | Q1 2014 | Q3 2021 | 31 |
WADE G W & INC | 25 | 6 | 0.02% | 0.06% | 0.10% | Q1 2015 | Q3 2023 | 31 |
LINCOLN NATIONAL CORP | 31 | 31 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Alexandria Capital, LLC | 28 | 3 | 0.00% | 0.47% | 1.14% | Q2 2013 | Q3 2021 | 31 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 16 | 5 | 0.01% | 0.11% | 0.72% | Q2 2013 | Q3 2023 | 31 |
Phocas Financial Corp. | 24 | 7 | 0.04% | 0.44% | 0.94% | Q2 2013 | Q3 2023 | 31 |
Muzinich & Co., Inc. | 31 | 31 | 0.02% | 0.10% | 0.42% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.11% | 0.31% | Q4 2015 | Q3 2023 | 31 |
Frontier Wealth Management LLC | 31 | 31 | 0.04% | 0.14% | 0.43% | Q4 2014 | Q2 2022 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.16% | 0.23% | 0.42% | Q2 2013 | Q4 2020 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.05% | 0.30% | Q1 2016 | Q3 2023 | 31 |
Atria Investments, Inc | 18 | 13 | 0.03% | 0.11% | 0.43% | Q4 2015 | Q3 2023 | 31 |
ACADIAN ASSET MANAGEMENT LLC | 28 | 3 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 31 |
CANTILLON CAPITAL MANAGEMENT LLC | 31 | 31 | 1.35% | 3.65% | 5.01% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.12% | 0.20% | 0.37% | Q2 2013 | Q4 2020 | 31 |
CIBC WORLD MARKETS CORP | 28 | 3 | 0.03% | 0.29% | 1.26% | Q4 2015 | Q3 2023 | 31 |
AllSquare Wealth Management LLC | 31 | 31 | 0.02% | 0.09% | 0.14% | Q1 2016 | Q3 2023 | 31 |
South Dakota Investment Council | 30 | 30 | 0.09% | 0.14% | 0.18% | Q3 2014 | Q4 2021 | 30 |
STOCK YARDS BANK & TRUST CO | 30 | 30 | 0.79% | 1.45% | 2.30% | Q2 2016 | Q3 2023 | 30 |
GREENLEAF TRUST | 30 | 30 | 0.12% | 0.28% | 0.58% | Q2 2016 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.00% | 0.05% | 0.16% | Q2 2016 | Q3 2023 | 30 |
Bartlett & Co. LLC | 16 | 14 | 0.00% | 0.99% | 1.75% | Q2 2016 | Q4 2023 | 30 |
ALTFEST L J & CO INC | 30 | 30 | 0.12% | 0.31% | 0.73% | Q2 2016 | Q3 2023 | 30 |
CHOREO, LLC | 14 | 3 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 30 |
Zimmer Partners, LP | 25 | 5 | 0.08% | 1.34% | 4.72% | Q3 2015 | Q2 2023 | 30 |
Bristlecone Advisors, LLC | 18 | 12 | 0.06% | 0.14% | 0.19% | Q1 2016 | Q3 2023 | 30 |
Taylor Wealth Management Partners | 30 | 30 | 2.93% | 4.98% | 7.28% | Q1 2015 | Q2 2022 | 30 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 30 | 30 | 1.22% | 4.59% | 10.50% | Q2 2013 | Q3 2020 | 30 |
RIVERPARK CAPITAL MANAGEMENT LLC | 30 | 30 | 1.47% | 2.79% | 4.77% | Q2 2014 | Q3 2021 | 30 |
Grove Bank & Trust | 28 | 1 | 0.01% | 0.23% | 0.41% | Q4 2015 | Q3 2023 | 30 |
Perigon Wealth Management, LLC | 15 | 1 | 0.01% | 0.10% | 0.34% | Q3 2011 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2020 | 30 |
Beaumont Financial Partners, LLC | 30 | 30 | 0.05% | 0.52% | 1.41% | Q2 2015 | Q3 2022 | 30 |
Versant Capital Management, Inc | 30 | 30 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2023 | 30 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 18 | 1 | 0.02% | 0.10% | 0.87% | Q4 2013 | Q1 2023 | 30 |
WADDELL & REED FINANCIAL INC | 30 | 30 | 0.02% | 0.32% | 0.94% | Q2 2013 | Q3 2020 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.06% | 0.10% | 0.15% | Q2 2016 | Q3 2023 | 30 |
Nippon Life Global Investors Americas, Inc. | 17 | 1 | 0.10% | 0.91% | 1.87% | Q2 2013 | Q3 2023 | 30 |
B. Riley Wealth Advisors, Inc. | 26 | 1 | 0.00% | 0.19% | 0.90% | Q3 2013 | Q3 2023 | 30 |
Ballentine Partners, LLC | 27 | 3 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 30 |
Dana Investment Advisors, Inc. | 30 | 30 | 0.12% | 0.93% | 1.54% | Q2 2016 | Q3 2023 | 30 |
Alkeon Capital Management | 30 | 30 | 0.18% | 1.01% | 3.25% | Q2 2016 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.17% | 0.35% | 0.76% | Q4 2013 | Q4 2020 | 29 |
HOWARD HUGHES MEDICAL INSTITUTE | 29 | 29 | 0.74% | 1.94% | 3.80% | Q4 2015 | Q4 2022 | 29 |
TRUE Private Wealth Advisors | 29 | 29 | 0.03% | 0.07% | 0.14% | Q1 2016 | Q1 2023 | 29 |
Douglass Winthrop Advisors, LLC | 29 | 29 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 29 |
PARK NATIONAL CORP /OH/ | 27 | 2 | 0.01% | 0.33% | 0.63% | Q2 2016 | Q4 2023 | 29 |
CULLEN/FROST BANKERS, INC. | 28 | 1 | 0.01% | 0.38% | 0.60% | Q4 2015 | Q3 2023 | 29 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 28 | 1 | 0.04% | 0.25% | 0.49% | Q2 2013 | Q3 2023 | 29 |
BURNEY CO/ | 29 | 29 | 0.01% | 0.07% | 0.27% | Q3 2016 | Q3 2023 | 29 |
NICOLET BANKSHARES INC | 29 | 29 | 0.18% | 0.31% | 0.49% | Q3 2016 | Q3 2023 | 29 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.13% | 0.46% | Q1 2015 | Q3 2023 | 29 |
WESTWOOD HOLDINGS GROUP INC | 27 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 29 |
QUEST INVESTMENT MANAGEMENT LLC | 29 | 29 | 0.02% | 0.05% | 0.19% | Q4 2013 | Q4 2020 | 29 |
Vident Investment Advisory, LLC | 28 | 1 | 0.00% | 0.04% | 0.10% | Q2 2015 | Q2 2023 | 29 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
GW&K Investment Management, LLC | 29 | 29 | 0.16% | 0.69% | 1.08% | Q3 2016 | Q3 2023 | 29 |
Proficio Capital Partners LLC | 15 | 14 | 0.00% | 0.05% | 0.10% | Q4 2015 | Q1 2023 | 29 |
Winslow Capital Management, LLC | 25 | 4 | 0.00% | 1.53% | 2.04% | Q2 2013 | Q4 2020 | 29 |
Allworth Financial LP | 19 | 10 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 29 |
CPWM, LLC | 29 | 29 | 0.04% | 0.21% | 0.40% | Q3 2015 | Q3 2022 | 29 |
ABNER HERRMAN & BROCK LLC | 26 | 3 | 0.03% | 0.06% | 0.12% | Q1 2014 | Q2 2022 | 29 |
RB Capital Management, LLC | 28 | 28 | 0.00% | 0.47% | 0.68% | Q4 2016 | Q3 2023 | 29 |
Liberty Mutual Group Asset Management Inc. | 22 | 7 | 0.05% | 0.71% | 3.66% | Q2 2013 | Q3 2023 | 29 |
FINANCIAL COUNSELORS INC | 28 | 1 | 0.09% | 0.37% | 0.55% | Q2 2016 | Q3 2023 | 29 |
Smithfield Trust Co | 29 | 29 | 0.00% | 0.08% | 0.18% | Q3 2016 | Q3 2023 | 29 |
Iowa State Bank | 29 | 29 | 0.52% | 0.79% | 1.07% | Q3 2016 | Q3 2023 | 29 |
Zurich Insurance Group Ltd/FI | 29 | 29 | 0.19% | 0.63% | 1.81% | Q1 2016 | Q1 2023 | 29 |
BP PLC | 24 | 5 | 0.16% | 0.35% | 0.60% | Q1 2014 | Q2 2021 | 29 |
Transamerica Financial Advisors, Inc. | 12 | 1 | 0.00% | 0.05% | 0.30% | Q2 2013 | Q3 2023 | 29 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 29 | 29 | 0.01% | 0.12% | 0.41% | Q3 2016 | Q3 2023 | 29 |
Renaissance Technologies | 26 | 1 | 0.00% | 0.22% | 0.54% | Q3 2013 | Q3 2023 | 29 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.09% | 0.29% | Q4 2016 | Q3 2023 | 29 |
ClearBridge Investments Ltd | 15 | 1 | 0.00% | 7.19% | 12.59% | Q4 2014 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.09% | 0.17% | Q4 2016 | Q3 2023 | 28 |
BCM ADVISORS, LLC | 28 | 28 | 0.08% | 0.17% | 0.26% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.15% | 0.24% | 0.43% | Q4 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.01% | 0.35% | 0.61% | Q4 2016 | Q3 2023 | 28 |
Norway Savings Bank | 28 | 28 | 0.08% | 0.43% | 0.72% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.17% | 0.28% | 0.43% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.10% | 0.22% | 1.18% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.35% | 0.48% | 0.77% | Q1 2016 | Q4 2022 | 28 |
Clearstead Trust, LLC | 28 | 28 | 0.20% | 2.61% | 12.10% | Q4 2016 | Q3 2023 | 28 |
Ridgewood Investments LLC | 28 | 28 | 0.43% | 1.02% | 1.58% | Q4 2016 | Q3 2023 | 28 |
FORSTA AP-FONDEN | 28 | 28 | 0.16% | 0.63% | 2.52% | Q4 2016 | Q3 2023 | 28 |
Berkeley Capital Partners, LLC | 26 | 2 | 0.16% | 0.31% | 0.57% | Q2 2016 | Q3 2023 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.00% | 0.27% | 0.54% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.04% | 0.12% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Caprock Group, LLC | 25 | 3 | 0.05% | 0.08% | 0.12% | Q1 2016 | Q3 2023 | 28 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 28 | 28 | 0.35% | 0.63% | 1.08% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.06% | 0.75% | 2.32% | Q2 2013 | Q1 2020 | 28 |
SCOTIA CAPITAL INC. | 23 | 1 | 0.00% | 0.36% | 0.71% | Q3 2014 | Q3 2023 | 28 |
CARDEROCK CAPITAL MANAGEMENT INC | 28 | 28 | 0.24% | 1.14% | 2.13% | Q4 2016 | Q3 2023 | 28 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 28 | 28 | 0.54% | 0.75% | 1.03% | Q1 2014 | Q4 2020 | 28 |
Capital Research Global Investors | 22 | 6 | 0.02% | 0.18% | 0.39% | Q1 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.14% | 0.27% | Q4 2016 | Q3 2023 | 28 |
Moors & Cabot, Inc. | 19 | 1 | 0.00% | 0.05% | 0.14% | Q3 2016 | Q3 2023 | 28 |
Keel Point, LLC | 23 | 1 | 0.02% | 0.12% | 0.34% | Q4 2015 | Q3 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.70% | 1.01% | 1.47% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.04% | 0.09% | 0.20% | Q4 2016 | Q3 2023 | 28 |
HERITAGE INVESTORS MANAGEMENT CORP | 28 | 28 | 0.08% | 0.64% | 0.97% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.26% | 0.35% | 0.59% | Q4 2016 | Q3 2023 | 28 |
Hemenway Trust Co LLC | 28 | 28 | 0.03% | 0.29% | 0.44% | Q4 2016 | Q3 2023 | 28 |
Avalon Investment & Advisory | 28 | 28 | 0.01% | 0.27% | 0.46% | Q2 2016 | Q1 2023 | 28 |
DUNCKER STREETT & CO INC | 16 | 12 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
River Wealth Advisors LLC | 17 | 11 | 0.06% | 0.15% | 0.24% | Q2 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.09% | 0.15% | 0.21% | Q4 2016 | Q3 2023 | 28 |
TIEDEMANN ADVISORS, LLC | 22 | 6 | 0.01% | 0.08% | 0.22% | Q1 2016 | Q3 2023 | 28 |
BALDWIN BROTHERS LLC/MA | 22 | 1 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q4 2023 | 28 |
CIBC WORLD MARKET INC. | 27 | 1 | 0.00% | 0.03% | 0.09% | Q3 2015 | Q3 2023 | 28 |
Grassi Investment Management | 28 | 28 | 1.00% | 1.42% | 1.85% | Q4 2016 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 28 | 28 | 1.47% | 2.66% | 3.58% | Q4 2016 | Q3 2023 | 28 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2021 | 28 |
FIRST NATIONAL TRUST CO | 27 | 1 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.02% | 0.14% | 0.31% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
BARINGS LLC | 15 | 1 | 0.01% | 0.12% | 0.62% | Q2 2013 | Q2 2022 | 27 |
COUNTRY TRUST BANK | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.10% | 0.25% | 0.40% | Q1 2017 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q4 2019 | 27 |
PECONIC PARTNERS LLC | 25 | 1 | 0.02% | 0.21% | 0.59% | Q1 2014 | Q1 2022 | 27 |
First Command Bank | 27 | 27 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 27 |
GAMCO INVESTORS, INC. ET AL | 19 | 8 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 27 |
L & S Advisors Inc | 27 | 27 | 0.08% | 0.63% | 1.62% | Q2 2016 | Q4 2022 | 27 |
Amica Retiree Medical Trust | 25 | 2 | 0.25% | 0.66% | 1.01% | Q4 2016 | Q3 2023 | 27 |
AMICA MUTUAL INSURANCE CO | 25 | 2 | 0.25% | 0.57% | 0.88% | Q4 2016 | Q3 2023 | 27 |
BAR HARBOR WEALTH MANAGEMENT | 26 | 1 | 0.04% | 0.30% | 0.76% | Q1 2013 | Q3 2023 | 27 |
WEATHERLY ASSET MANAGEMENT L. P. | 26 | 1 | 0.02% | 0.10% | 0.17% | Q2 2014 | Q3 2023 | 27 |
DE BURLO GROUP INC | 26 | 1 | 0.07% | 1.13% | 5.06% | Q2 2013 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.04% | 0.06% | 0.14% | Q2 2013 | Q4 2019 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.15% | 0.23% | 0.42% | Q2 2013 | Q4 2019 | 27 |
Wellington Shields Capital Management, LLC | 14 | 13 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q4 2020 | 27 |
Cerity Partners LLC | 27 | 27 | 0.04% | 0.15% | 0.45% | Q1 2017 | Q3 2023 | 27 |
Lombard Odier Asset Management (Switzerland) SA | 13 | 1 | 0.02% | 0.06% | 0.24% | Q2 2014 | Q1 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 1.54% | 2.36% | 3.53% | Q2 2013 | Q4 2019 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.07% | 0.13% | Q1 2017 | Q3 2023 | 27 |
JT Stratford LLC | 27 | 27 | 0.08% | 0.15% | 0.51% | Q1 2017 | Q3 2023 | 27 |
Legacy Advisors, LLC | 19 | 8 | 0.05% | 0.12% | 0.22% | Q4 2016 | Q3 2023 | 27 |
OAKBROOK INVESTMENTS LLC | 27 | 27 | 0.13% | 0.16% | 0.20% | Q2 2013 | Q4 2019 | 27 |
COLDSTREAM CAPITAL MANAGEMENT INC | 23 | 4 | 0.03% | 0.21% | 0.31% | Q4 2016 | Q3 2023 | 27 |
SPINNAKER TRUST | 27 | 27 | 0.03% | 0.07% | 0.11% | Q1 2017 | Q3 2023 | 27 |
Heritage Trust Co | 27 | 27 | 0.05% | 0.71% | 1.38% | Q1 2017 | Q3 2023 | 27 |
Cutter & CO Brokerage, Inc. | 21 | 1 | 0.07% | 0.12% | 0.25% | Q1 2015 | Q3 2023 | 27 |
Segment Wealth Management, LLC | 26 | 26 | 0.06% | 0.95% | 1.34% | Q2 2017 | Q3 2023 | 26 |
Gs Investments, Inc. | 26 | 26 | 0.48% | 0.98% | 3.03% | Q2 2017 | Q3 2023 | 26 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 26 | 26 | 0.00% | 0.06% | 0.13% | Q2 2017 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.22% | 0.43% | Q2 2013 | Q3 2019 | 26 |
TIVERTON ASSET MANAGEMENT LLC | 26 | 26 | 0.36% | 0.92% | 3.96% | Q2 2013 | Q3 2019 | 26 |
Cetera Investment Advisers | 26 | 26 | 0.04% | 0.06% | 0.14% | Q2 2017 | Q3 2023 | 26 |
BAXTER BROS INC | 13 | 1 | 0.11% | 0.13% | 0.17% | Q2 2013 | Q2 2020 | 26 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.03% | 0.12% | Q3 2017 | Q3 2023 | 26 |
Findlay Park Partners LLP | 26 | 26 | 0.06% | 1.42% | 3.41% | Q2 2013 | Q3 2019 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.04% | 0.09% | 0.13% | Q3 2013 | Q1 2020 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
FLAGSHIP HARBOR ADVISORS, LLC | 26 | 26 | 0.07% | 0.15% | 0.23% | Q2 2017 | Q3 2023 | 26 |
First Personal Financial Services | 15 | 3 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 26 |
BRIGHTON JONES LLC | 24 | 2 | 0.03% | 0.05% | 0.09% | Q2 2016 | Q3 2023 | 26 |
Greystone Managed Investments Inc. | 26 | 26 | 0.40% | 0.54% | 0.77% | Q2 2013 | Q3 2019 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.06% | 0.27% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.14% | 0.21% | 0.34% | Q3 2016 | Q3 2023 | 26 |
HALSEY ASSOCIATES INC/CT | 26 | 26 | 1.59% | 2.28% | 3.29% | Q2 2013 | Q3 2019 | 26 |
Achmea Investment Management B.V. | 26 | 26 | 0.01% | 0.34% | 1.58% | Q1 2017 | Q2 2023 | 26 |
ALPS ADVISORS INC | 24 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 26 |
Verition Fund Management LLC | 8 | 1 | 0.01% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2019 | 26 |
MARTINGALE ASSET MANAGEMENT L P | 18 | 8 | 0.01% | 0.07% | 0.23% | Q2 2013 | Q3 2021 | 26 |
Avior Wealth Management, LLC | 25 | 1 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 26 |
TOMPKINS FINANCIAL CORP | 14 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2023 | 26 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 26 | 26 | 0.08% | 0.19% | 0.29% | Q2 2017 | Q3 2023 | 26 |
UBS OCONNOR LLC | 9 | 1 | 0.00% | 0.12% | 0.54% | Q2 2013 | Q3 2023 | 26 |
Partners Group Holding AG | 25 | 1 | 2.16% | 4.10% | 5.70% | Q2 2013 | Q3 2023 | 26 |
Israel Discount Bank of New York | 17 | 9 | 0.40% | 0.67% | 1.14% | Q1 2017 | Q3 2023 | 26 |
VAN ECK ASSOCIATES CORP | 22 | 4 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 26 |
MURPHY CAPITAL MANAGEMENT INC | 20 | 1 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q2 2022 | 25 |
DEARBORN PARTNERS LLC | 25 | 25 | 0.91% | 1.44% | 1.91% | Q3 2017 | Q3 2023 | 25 |
WHALEROCK POINT PARTNERS, LLC | 19 | 6 | 0.08% | 0.19% | 0.32% | Q4 2016 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.44% | 0.92% | 1.18% | Q3 2017 | Q3 2023 | 25 |
PARK AVENUE SECURITIES LLC | 25 | 25 | 0.05% | 0.12% | 0.27% | Q3 2017 | Q3 2023 | 25 |
Dorsey & Whitney Trust CO LLC | 25 | 25 | 0.07% | 0.20% | 0.30% | Q3 2017 | Q3 2023 | 25 |
USS Investment Management Ltd | 14 | 11 | 0.02% | 0.69% | 1.68% | Q4 2012 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q2 2023 | 25 |
COURIER CAPITAL LLC | 25 | 25 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q4 2022 | 25 |
Blume Capital Management, Inc. | 25 | 25 | 0.05% | 0.11% | 0.57% | Q3 2017 | Q3 2023 | 25 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 18 | 7 | 0.00% | 0.30% | 0.92% | Q1 2017 | Q2 2023 | 25 |
Locust Wood Capital Advisers | 15 | 15 | 0.04% | 2.00% | 4.98% | Q1 2020 | Q3 2023 | 25 |
Ninepoint Partners LP | 25 | 25 | 0.06% | 0.25% | 1.03% | Q3 2017 | Q3 2023 | 25 |
BAHL & GAYNOR INC | 25 | 25 | 0.02% | 0.46% | 1.15% | Q3 2017 | Q3 2023 | 25 |
JAG CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.18% | 0.35% | 0.58% | Q3 2017 | Q3 2023 | 25 |
Boltwood Capital Management | 25 | 25 | 0.20% | 0.41% | 0.65% | Q4 2017 | Q4 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.35% | 0.50% | 0.84% | Q4 2016 | Q4 2022 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.07% | 0.21% | 0.40% | Q3 2016 | Q3 2022 | 25 |
Kingsview Wealth Management, LLC | 17 | 1 | 0.00% | 0.21% | 0.60% | Q1 2017 | Q3 2023 | 25 |
PALISADE CAPITAL MANAGEMENT, LP | 25 | 25 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q1 2021 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Kiwi Wealth Investments Limited Partnership | 16 | 9 | 0.14% | 0.68% | 2.10% | Q1 2017 | Q2 2023 | 25 |
SALEM INVESTMENT COUNSELORS INC | 18 | 7 | 0.00% | 0.03% | 0.10% | Q3 2016 | Q3 2023 | 25 |
GRIFFIN ASSET MANAGEMENT, INC. | 25 | 25 | 0.15% | 0.25% | 0.33% | Q3 2017 | Q3 2023 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 1.08% | 1.55% | 1.97% | Q2 2013 | Q2 2019 | 25 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.05% | 0.10% | 0.17% | Q2 2017 | Q2 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.11% | 0.18% | 0.26% | Q3 2017 | Q3 2023 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.01% | 0.02% | 0.07% | Q4 2014 | Q4 2020 | 25 |
CADENCE CAPITAL MANAGEMENT LLC | 25 | 25 | 0.03% | 0.15% | 0.38% | Q2 2013 | Q2 2019 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.68% | 1.88% | 4.37% | Q2 2013 | Q2 2019 | 25 |
Cornerstone Advisors, Inc. | 25 | 25 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q2 2019 | 25 |
Bridgecreek Investment Management, LLC | 24 | 1 | 0.21% | 0.78% | 1.42% | Q2 2013 | Q3 2023 | 25 |
EFG Asset Management (Americas) Corp. | 25 | 25 | 0.05% | 0.83% | 1.50% | Q3 2016 | Q3 2022 | 25 |
PATTEN & PATTEN INC/TN | 25 | 25 | 0.03% | 0.12% | 0.32% | Q3 2017 | Q3 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.21% | 0.37% | 1.07% | Q2 2013 | Q2 2019 | 25 |
LVM CAPITAL MANAGEMENT LTD/MI | 25 | 25 | 0.32% | 2.12% | 3.11% | Q3 2017 | Q3 2023 | 25 |
Anchor Investment Management, LLC | 25 | 25 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q4 2023 | 25 |
Hudock, Inc. | 15 | 10 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2022 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.17% | 0.46% | Q1 2016 | Q1 2022 | 25 |
New Jersey Better Educational Savings Trust | 17 | 8 | 0.37% | 0.67% | 1.08% | Q1 2014 | Q3 2023 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 25 |
Seelaus Asset Management LLC | 24 | 24 | 0.21% | 0.27% | 0.37% | Q4 2017 | Q3 2023 | 24 |
Resolution Capital Ltd | 21 | 3 | 0.61% | 3.94% | 6.80% | Q3 2016 | Q3 2023 | 24 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 24 | 24 | 0.21% | 0.74% | 3.18% | Q1 2013 | Q4 2018 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.20% | 0.31% | 0.54% | Q2 2013 | Q1 2019 | 24 |
UMB Bank, n.a. | 23 | 1 | 0.01% | 0.12% | 0.39% | Q3 2014 | Q3 2023 | 24 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 24 | 24 | 0.57% | 1.12% | 1.54% | Q4 2017 | Q3 2023 | 24 |
CAMBRIDGE TRUST CO | 20 | 4 | 0.04% | 0.69% | 1.52% | Q2 2016 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.11% | 0.16% | 0.27% | Q2 2013 | Q1 2019 | 24 |
Atlantic Union Bankshares Corp | 18 | 6 | 0.03% | 0.06% | 0.10% | Q2 2016 | Q3 2023 | 24 |
FIRST MIDWEST BANK TRUST DIVISION | 24 | 24 | 0.24% | 0.31% | 0.40% | Q1 2016 | Q4 2021 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.11% | 0.45% | 0.82% | Q4 2017 | Q3 2023 | 24 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 24 | 24 | 0.02% | 0.31% | 0.96% | Q4 2017 | Q3 2023 | 24 |
Meiji Yasuda Life Insurance Co | 11 | 1 | 0.00% | 0.08% | 0.35% | Q2 2013 | Q4 2021 | 24 |
FOSTER & MOTLEY INC | 24 | 24 | 0.07% | 0.48% | 0.98% | Q4 2017 | Q3 2023 | 24 |
PRINCETON CAPITAL MANAGEMENT LLC | 24 | 24 | 2.48% | 3.92% | 5.05% | Q4 2017 | Q3 2023 | 24 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
GRANDFIELD & DODD, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Coastline Trust Co | 24 | 24 | 0.05% | 0.08% | 0.13% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Brinker Capital Investments, LLC | 10 | 4 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q4 2022 | 24 |
Penobscot Investment Management Company, Inc. | 24 | 24 | 0.17% | 0.59% | 0.90% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2019 | 24 |
Calamos Wealth Management LLC | 23 | 1 | 0.02% | 0.10% | 0.51% | Q3 2017 | Q3 2023 | 24 |
Axel Capital Management, LLC | 22 | 1 | 0.31% | 1.74% | 8.23% | Q2 2013 | Q1 2020 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.13% | 0.26% | 0.38% | Q4 2017 | Q3 2023 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 0.30% | 0.65% | 1.03% | Q4 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.19% | 0.50% | 0.76% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.06% | 0.15% | 0.30% | Q4 2017 | Q3 2023 | 24 |
Sarasin & Partners LLP | 20 | 4 | 0.04% | 0.99% | 1.96% | Q2 2016 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.02% | 0.06% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.33% | 0.57% | 0.83% | Q4 2017 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.14% | 0.20% | 0.30% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.11% | 0.18% | 0.24% | Q4 2017 | Q3 2023 | 24 |
McCollum Christoferson Group LLC | 24 | 24 | 1.80% | 2.49% | 3.15% | Q4 2017 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.08% | 0.75% | 1.32% | Q4 2017 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.27% | 0.56% | 0.90% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.18% | 0.25% | 0.35% | Q4 2017 | Q3 2023 | 24 |
Csenge Advisory Group | 24 | 24 | 0.02% | 0.07% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Avestar Capital, LLC | 24 | 24 | 0.02% | 0.23% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Meridian Wealth Management, LLC | 19 | 5 | 0.02% | 0.19% | 0.60% | Q2 2017 | Q2 2023 | 24 |
Aristotle Atlantic Partners, LLC | 24 | 24 | 0.26% | 1.27% | 3.55% | Q4 2017 | Q3 2023 | 24 |
Independent Advisor Alliance | 21 | 3 | 0.03% | 0.07% | 0.11% | Q3 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.03% | 0.10% | 0.22% | Q4 2017 | Q3 2023 | 24 |
NewSquare Capital LLC | 18 | 1 | 0.00% | 0.00% | 0.06% | Q2 2015 | Q3 2023 | 24 |
Transform Wealth, LLC | 20 | 4 | 0.03% | 0.27% | 0.63% | Q3 2017 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.40% | 0.75% | 1.20% | Q4 2017 | Q3 2023 | 24 |
Newman Dignan & Sheerar, Inc. | 22 | 2 | 0.01% | 0.12% | 0.20% | Q2 2017 | Q3 2023 | 24 |
Personal Capital Advisors Corp | 24 | 24 | 0.00% | 0.19% | 0.56% | Q1 2017 | Q4 2022 | 24 |
WOODSTOCK CORP | 24 | 24 | 0.05% | 0.08% | 0.12% | Q1 2018 | Q4 2023 | 24 |
Capital Investment Advisors, LLC | 21 | 1 | 0.01% | 0.03% | 0.07% | Q3 2016 | Q4 2023 | 24 |
Bristol Gate Capital Partners Inc. | 24 | 24 | 3.75% | 4.52% | 5.20% | Q4 2017 | Q3 2023 | 24 |
Fort Point Capital Partners LLC | 24 | 24 | 0.05% | 0.11% | 0.17% | Q4 2017 | Q3 2023 | 24 |
MISSION WEALTH MANAGEMENT, LP | 19 | 5 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 24 |
BRASADA CAPITAL MANAGEMENT, LP | 24 | 24 | 1.18% | 2.89% | 4.83% | Q4 2017 | Q3 2023 | 24 |
Claar Advisors LLC | 24 | 24 | 0.07% | 6.14% | 8.83% | Q4 2017 | Q3 2023 | 24 |
MCF Advisors LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 24 |
Cincinnati Specialty Underwriters Insurance CO | 23 | 23 | 1.77% | 3.15% | 4.45% | Q1 2018 | Q3 2023 | 23 |
CENTAURUS FINANCIAL, INC. | 23 | 23 | 0.01% | 0.09% | 0.26% | Q1 2018 | Q3 2023 | 23 |
Partnervest Advisory Services LLC | 19 | 1 | 0.00% | 0.13% | 0.33% | Q2 2013 | Q3 2020 | 23 |
CIM INVESTMENT MANAGEMENT INC | 17 | 6 | 0.12% | 0.35% | 0.66% | Q2 2013 | Q3 2023 | 23 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.12% | 1.35% | 3.11% | Q1 2018 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.08% | 0.16% | 0.31% | Q1 2018 | Q3 2023 | 23 |
MAIRS & POWER INC | 23 | 23 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.02% | 0.11% | 0.22% | Q1 2018 | Q3 2023 | 23 |
Doyle Wealth Management | 23 | 23 | 0.15% | 0.37% | 0.85% | Q1 2017 | Q3 2022 | 23 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 23 | 23 | 0.10% | 0.18% | 0.25% | Q1 2018 | Q3 2023 | 23 |
CINCINNATI FINANCIAL CORP | 23 | 23 | 0.52% | 1.30% | 1.76% | Q1 2018 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.01% | 0.21% | 1.12% | Q2 2017 | Q4 2022 | 23 |
CSU Producer Resources, Inc. | 23 | 23 | 2.71% | 3.97% | 5.16% | Q1 2018 | Q3 2023 | 23 |
TIAA, FSB | 23 | 23 | 0.02% | 0.08% | 0.13% | Q4 2017 | Q2 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
PRIO WEALTH LIMITED PARTNERSHIP | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 23 |
Horrell Capital Management, Inc. | 23 | 23 | 0.16% | 0.21% | 0.32% | Q1 2014 | Q3 2019 | 23 |
CINCINNATI INSURANCE CO | 23 | 23 | 0.20% | 0.30% | 0.42% | Q1 2018 | Q3 2023 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.27% | 0.48% | 0.93% | Q1 2018 | Q3 2023 | 23 |
Arjuna Capital | 23 | 23 | 0.16% | 1.10% | 2.32% | Q1 2018 | Q3 2023 | 23 |
Haverford Trust Co | 23 | 23 | 0.34% | 0.54% | 0.76% | Q1 2018 | Q3 2023 | 23 |
Harvest Fund Management Co., Ltd | 17 | 3 | 0.00% | 0.05% | 0.12% | Q4 2016 | Q4 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.19% | 0.31% | 0.43% | Q1 2018 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.03% | 0.09% | 0.22% | Q2 2013 | Q4 2018 | 23 |
Founders Capital Management | 11 | 5 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2023 | 23 |
W.G. Shaheen & Associates DBA Whitney & Co | 23 | 23 | 0.70% | 1.11% | 1.43% | Q1 2018 | Q3 2023 | 23 |
EVERGREEN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Harel Insurance Investments & Financial Services Ltd. | 17 | 1 | 0.00% | 0.02% | 0.11% | Q4 2015 | Q3 2023 | 23 |
OppenheimerFunds, Inc. | 22 | 22 | 0.04% | 0.07% | 0.10% | Q4 2013 | Q1 2019 | 22 |
CI INVESTMENTS INC. | 22 | 22 | 0.12% | 0.20% | 0.38% | Q2 2018 | Q3 2023 | 22 |
ATLAS CAPITAL ADVISORS LLC | 12 | 10 | 0.01% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 22 |
Traynor Capital Management, Inc. | 19 | 3 | 0.04% | 0.23% | 0.69% | Q4 2014 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.03% | 0.35% | 1.37% | Q2 2018 | Q3 2023 | 22 |
Chicago Capital, LLC | 22 | 22 | 0.02% | 0.06% | 0.14% | Q2 2018 | Q3 2023 | 22 |
BAILARD, INC. | 15 | 1 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 22 |
ATALANTA SOSNOFF CAPITAL, LLC | 15 | 7 | 0.67% | 1.53% | 2.87% | Q2 2013 | Q4 2020 | 22 |
Waverly Advisors, LLC | 11 | 2 | 0.01% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 22 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 22 |
Stuart Chaussee & Associates, Inc. | 14 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
Sabal Trust CO | 13 | 9 | 0.02% | 0.66% | 1.88% | Q1 2014 | Q4 2020 | 22 |
Regal Wealth Group, Inc. | 22 | 22 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2021 | 22 |
Simplicity Solutions, LLC | 21 | 1 | 0.02% | 0.08% | 0.22% | Q4 2015 | Q3 2023 | 22 |
FAYEZ SAROFIM & CO | 20 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 22 |
Foster Victor Wealth Advisors, LLC | 19 | 19 | 0.02% | 1.39% | 2.17% | Q4 2018 | Q2 2023 | 22 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.04% | 0.14% | 0.27% | Q1 2017 | Q2 2022 | 22 |
Family Capital Trust Co | 22 | 22 | 1.34% | 1.87% | 2.29% | Q2 2018 | Q3 2023 | 22 |
FULTON BREAKEFIELD BROENNIMAN LLC | 22 | 22 | 0.05% | 1.70% | 2.19% | Q2 2018 | Q3 2023 | 22 |
TOBAM | 13 | 9 | 0.00% | 0.09% | 0.42% | Q1 2018 | Q3 2023 | 22 |
Altman Advisors, Inc. | 21 | 1 | 0.72% | 1.63% | 3.31% | Q4 2017 | Q3 2023 | 22 |
Mariner, LLC | 15 | 1 | 0.01% | 0.09% | 0.23% | Q3 2016 | Q3 2023 | 22 |
Avitas Wealth Management LLC | 22 | 22 | 0.28% | 0.82% | 1.67% | Q2 2018 | Q3 2023 | 22 |
HM PAYSON & CO | 18 | 1 | 0.01% | 0.17% | 0.29% | Q3 2017 | Q3 2023 | 22 |
Sculptor Capital LP | 7 | 1 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q4 2019 | 22 |
MGO ONE SEVEN LLC | 20 | 2 | 0.04% | 0.18% | 0.45% | Q4 2017 | Q3 2023 | 22 |
Hilltop Holdings Inc. | 22 | 22 | 0.03% | 0.06% | 0.14% | Q2 2018 | Q3 2023 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.05% | 0.15% | 0.71% | Q2 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BECKER CAPITAL MANAGEMENT INC | 18 | 4 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q2 2023 | 22 |
HALL LAURIE J TRUSTEE | 13 | 9 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 18 | 4 | 0.01% | 0.09% | 0.26% | Q2 2017 | Q3 2023 | 22 |
Field & Main Bank | 14 | 4 | 0.04% | 0.29% | 0.55% | Q4 2017 | Q3 2023 | 22 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 0.03% | 0.18% | Q4 2014 | Q3 2023 | 22 |
SMITH ASSET MANAGEMENT GROUP LP | 22 | 22 | 0.00% | 0.33% | 0.53% | Q1 2016 | Q2 2021 | 22 |
Capital Asset Advisory Services LLC | 19 | 3 | 0.03% | 0.12% | 0.30% | Q3 2017 | Q3 2023 | 22 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.42% | 1.84% | Q3 2013 | Q3 2023 | 22 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 22 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 22 | 22 | 0.04% | 0.09% | 0.13% | Q4 2017 | Q1 2023 | 22 |
Mosaic Family Wealth, LLC | 22 | 22 | 0.07% | 0.11% | 0.15% | Q4 2015 | Q1 2021 | 22 |
GRS Advisors, LLC | 13 | 1 | 0.26% | 4.07% | 6.97% | Q2 2013 | Q3 2023 | 22 |
SIT INVESTMENT ASSOCIATES INC | 22 | 22 | 0.00% | 0.34% | 0.60% | Q2 2018 | Q3 2023 | 22 |
Legacy Private Trust Co. | 22 | 22 | 0.02% | 0.03% | 0.10% | Q1 2018 | Q2 2023 | 22 |
Ninety One SA (PTY) Ltd | 20 | 2 | 0.10% | 0.46% | 1.43% | Q1 2018 | Q3 2023 | 22 |
SIMON QUICK ADVISORS, LLC | 22 | 22 | 0.01% | 0.05% | 0.60% | Q4 2016 | Q1 2022 | 22 |
AustralianSuper Pty Ltd | 22 | 22 | 1.04% | 1.90% | 3.67% | Q2 2018 | Q3 2023 | 22 |
Oak Asset Management, LLC | 17 | 5 | 0.57% | 0.96% | 1.31% | Q1 2018 | Q3 2023 | 22 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 21 | 21 | 0.12% | 0.58% | 1.37% | Q4 2017 | Q4 2022 | 21 |
Simmons Bank | 21 | 21 | 0.06% | 0.25% | 0.45% | Q3 2018 | Q3 2023 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.03% | 0.05% | 0.11% | Q3 2018 | Q3 2023 | 21 |
Elmwood Wealth Management, Inc. | 11 | 2 | 0.28% | 0.52% | 0.71% | Q1 2018 | Q3 2023 | 21 |
B. Riley Wealth Management, Inc. | 10 | 5 | 0.01% | 0.67% | 1.78% | Q1 2014 | Q2 2022 | 21 |
EXENCIAL WEALTH ADVISORS, LLC | 20 | 1 | 0.06% | 0.32% | 0.63% | Q2 2018 | Q3 2023 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.24% | 1.04% | 1.80% | Q2 2013 | Q2 2018 | 21 |
Brightworth | 21 | 21 | 0.99% | 1.49% | 2.13% | Q3 2017 | Q3 2022 | 21 |
Snowden Capital Advisors LLC | 13 | 8 | 0.03% | 0.06% | 0.17% | Q2 2018 | Q3 2023 | 21 |
First Bank & Trust | 21 | 21 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2022 | 21 |
NuWave Investment Management, LLC | 13 | 1 | 0.00% | 0.41% | 1.24% | Q2 2013 | Q3 2022 | 21 |
AGF INVESTMENTS INC. | 11 | 10 | 0.00% | 0.38% | 0.84% | Q4 2014 | Q3 2022 | 21 |
DigitalBridge Group, Inc. | 15 | 15 | 0.30% | 8.97% | 23.40% | Q1 2020 | Q3 2023 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 7 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 21 |
CIBC BANK USA | 12 | 1 | 0.03% | 0.08% | 0.20% | Q2 2013 | Q4 2019 | 21 |
HOLLENCREST CAPITAL MANAGEMENT | 21 | 21 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Global X Management CO LLC | 21 | 21 | 0.00% | 0.13% | 0.48% | Q2 2013 | Q2 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.05% | 0.09% | 0.14% | Q1 2017 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 21 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 21 | 21 | 0.13% | 0.79% | 1.14% | Q3 2017 | Q3 2022 | 21 |
Old North State Trust, LLC | 21 | 21 | 0.13% | 0.22% | 0.36% | Q3 2018 | Q3 2023 | 21 |
TOTH FINANCIAL ADVISORY CORP | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.00% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 21 |
FAIRFIELD, BUSH & CO. | 19 | 2 | 0.00% | 0.23% | 0.67% | Q2 2013 | Q3 2023 | 21 |
NORDEA INVESTMENT MANAGEMENT AB | 21 | 21 | 0.01% | 0.09% | 0.20% | Q3 2018 | Q3 2023 | 21 |
ALERUS FINANCIAL NA | 21 | 21 | 0.03% | 0.43% | 0.74% | Q1 2018 | Q1 2023 | 21 |
SNS Financial Group, LLC | 21 | 21 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q4 2022 | 21 |
First Western Capital Management Co | 21 | 21 | 1.39% | 2.37% | 3.16% | Q4 2013 | Q4 2018 | 21 |
PineBridge Investments, L.P. | 19 | 1 | 0.00% | 0.11% | 0.42% | Q2 2016 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.01% | 0.17% | 0.34% | Q2 2013 | Q2 2018 | 21 |
Covington Capital Management | 21 | 21 | 0.01% | 0.06% | 0.13% | Q3 2017 | Q3 2022 | 21 |
Richard Bernstein Advisors LLC | 8 | 2 | 0.04% | 0.12% | 0.26% | Q2 2013 | Q2 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
ALLSTATE CORP | 20 | 1 | 0.02% | 0.12% | 0.20% | Q2 2017 | Q3 2023 | 21 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.00% | 0.07% | 0.22% | Q4 2012 | Q1 2021 | 21 |
NBT BANK N A /NY | 16 | 1 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 21 |
Sterling Capital Management LLC | 21 | 21 | 0.03% | 0.09% | 0.21% | Q3 2014 | Q3 2019 | 21 |
NVWM, LLC | 16 | 2 | 0.00% | 0.26% | 1.36% | Q1 2018 | Q3 2023 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.75% | 1.30% | 1.88% | Q4 2017 | Q4 2022 | 21 |
AGF Investments LLC | 16 | 5 | 0.00% | 0.07% | 0.30% | Q1 2017 | Q3 2022 | 21 |
Diversified Trust Co | 21 | 21 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q4 2023 | 21 |
COMPTON CAPITAL MANAGEMENT INC /RI | 21 | 21 | 0.13% | 0.26% | 0.36% | Q3 2013 | Q3 2018 | 21 |
Main Street Research LLC | 11 | 1 | 0.02% | 0.34% | 0.83% | Q2 2013 | Q2 2022 | 21 |
Columbia Asset Management | 14 | 1 | 0.05% | 0.10% | 0.18% | Q4 2016 | Q3 2023 | 21 |
Lenox Wealth Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 21 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 3 | 0.00% | 0.03% | 0.12% | Q2 2016 | Q3 2023 | 21 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.01% | 0.25% | 1.17% | Q1 2019 | Q3 2023 | 21 |
Arete Wealth Advisors, LLC | 20 | 20 | 0.02% | 0.15% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Kovack Advisors, Inc. | 16 | 4 | 0.03% | 0.09% | 0.22% | Q1 2017 | Q2 2023 | 20 |
RELIANCE TRUST CO OF DELAWARE | 13 | 7 | 0.05% | 0.19% | 0.27% | Q2 2013 | Q1 2019 | 20 |
BerganKDV Wealth Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 20 |
Ayalon Insurance Comp Ltd. | 15 | 5 | 0.04% | 0.47% | 0.91% | Q3 2018 | Q3 2023 | 20 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 20 | 20 | 0.01% | 0.24% | 0.44% | Q4 2018 | Q3 2023 | 20 |
AEGON ASSET MANAGEMENT UK PLC | 19 | 1 | 0.24% | 1.39% | 2.51% | Q2 2013 | Q2 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 1.35% | 2.14% | 2.90% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.00% | 0.17% | 0.81% | Q4 2018 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.05% | 0.14% | 0.29% | Q4 2018 | Q3 2023 | 20 |
BESSEMER SECURITIES LLC | 20 | 20 | 0.32% | 0.83% | 1.65% | Q4 2018 | Q3 2023 | 20 |
Point72 Asset Management, L.P. | 4 | 1 | 0.02% | 0.19% | 0.57% | Q2 2016 | Q3 2023 | 20 |
Ancora Advisors LLC | 17 | 1 | 0.01% | 0.02% | 0.12% | Q4 2016 | Q3 2023 | 20 |
C WorldWide Group Holding A/S | 20 | 20 | 0.01% | 4.45% | 5.83% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
KCM INVESTMENT ADVISORS LLC | 19 | 1 | 0.02% | 0.09% | 0.14% | Q1 2017 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.07% | 0.14% | 0.22% | Q4 2017 | Q3 2022 | 20 |
Mechanics Bank Trust Department | 20 | 20 | 0.11% | 0.38% | 0.55% | Q4 2018 | Q3 2023 | 20 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.03% | 0.17% | 1.17% | Q1 2012 | Q3 2023 | 20 |
Ahrens Investment Partners LLC | 20 | 20 | 0.14% | 0.26% | 0.35% | Q2 2018 | Q1 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.03% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Sheaff Brock Investment Advisors, LLC | 20 | 20 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q3 2023 | 20 |
BANK OF NOVA SCOTIA TRUST CO | 20 | 20 | 0.03% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.83% | 1.32% | 1.78% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Richard C. Young & CO., LTD. | 20 | 20 | 0.03% | 1.19% | 1.87% | Q3 2017 | Q2 2022 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.07% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Heard Capital LLC | 16 | 16 | 0.06% | 7.43% | 11.51% | Q4 2019 | Q3 2023 | 20 |
Alphinity Investment Management Pty Ltd | 13 | 7 | 0.24% | 3.46% | 6.48% | Q4 2017 | Q1 2023 | 20 |
180 WEALTH ADVISORS, LLC | 18 | 2 | 0.05% | 0.17% | 0.32% | Q4 2017 | Q1 2023 | 20 |
Freedom Investment Management, Inc. | 18 | 1 | 0.02% | 0.06% | 0.15% | Q2 2017 | Q3 2023 | 20 |
Midwest Professional Planners, LTD. | 17 | 3 | 0.01% | 0.47% | 0.63% | Q4 2017 | Q3 2023 | 20 |
Hanson & Doremus Investment Management | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 20 |
EagleClaw Capital Managment, LLC | 13 | 7 | 0.05% | 0.09% | 0.14% | Q3 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.04% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.10% | 0.17% | Q4 2015 | Q3 2020 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.09% | 0.22% | 0.34% | Q4 2018 | Q3 2023 | 20 |
TRILLIUM ASSET MANAGEMENT, LLC | 20 | 20 | 0.23% | 0.90% | 1.26% | Q4 2018 | Q3 2023 | 20 |
Sentry Investments Corp. | 20 | 20 | 0.16% | 0.48% | 1.09% | Q2 2013 | Q1 2018 | 20 |
Venturi Wealth Management, LLC | 20 | 20 | 0.02% | 0.10% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Balentine LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 20 |
Institute for Wealth Management, LLC. | 20 | 20 | 0.06% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Financial Management Professionals, Inc. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.30% | 0.80% | 1.60% | Q4 2017 | Q3 2022 | 20 |
IMA Wealth, Inc. | 15 | 1 | 0.03% | 0.83% | 1.38% | Q1 2017 | Q2 2022 | 20 |
USA FINANCIAL FORMULAS | 15 | 1 | 0.00% | 0.25% | 1.02% | Q4 2014 | Q2 2023 | 20 |
Knuff & Co LLC | 20 | 20 | 1.47% | 2.60% | 3.37% | Q4 2018 | Q3 2023 | 20 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20 | 20 | 0.16% | 0.26% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.06% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 20 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 7 | 3 | 0.00% | 0.04% | 0.26% | Q2 2015 | Q4 2017 | 20 |
Cumberland Partners Ltd | 20 | 20 | 0.05% | 0.19% | 0.43% | Q2 2018 | Q1 2023 | 20 |
REDW Wealth LLC | 20 | 20 | 0.08% | 0.19% | 0.28% | Q4 2018 | Q3 2023 | 20 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 20 | 0.13% | 0.27% | 0.70% | Q2 2015 | Q1 2020 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.08% | 0.16% | 0.33% | Q1 2013 | Q4 2017 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.03% | 0.22% | 0.42% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.19% | 0.23% | 0.28% | Q2 2013 | Q1 2018 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.05% | 0.16% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Migdal Insurance & Financial Holdings Ltd. | 11 | 4 | 0.00% | 0.08% | 0.75% | Q4 2016 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.12% | 0.21% | 0.29% | Q4 2018 | Q3 2023 | 20 |
INTEGRAL DERIVATIVES, LLC | 7 | 1 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q4 2017 | 20 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 20 | 20 | 0.54% | 0.96% | 1.26% | Q2 2013 | Q1 2018 | 20 |
HEADINVEST, LLC | 20 | 20 | 0.08% | 0.15% | 0.19% | Q4 2018 | Q3 2023 | 20 |
NICOLA WEALTH MANAGEMENT LTD. | 20 | 20 | 0.15% | 0.26% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 19 | 19 | 0.01% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 14 | 5 | 0.00% | 0.13% | 0.55% | Q4 2015 | Q2 2021 | 19 |
Jupiter Wealth Management LLC | 19 | 19 | 2.98% | 4.59% | 5.86% | Q1 2019 | Q3 2023 | 19 |
SECURITY NATIONAL TRUST CO | 18 | 1 | 0.01% | 0.32% | 0.48% | Q3 2016 | Q3 2021 | 19 |
STEEL GROVE CAPITAL ADVISORS, LLC | 10 | 9 | 0.03% | 0.08% | 0.17% | Q4 2016 | Q1 2023 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 0.08% | 0.13% | 0.18% | Q4 2018 | Q2 2023 | 19 |
Dakota Wealth Management | 19 | 19 | 0.06% | 0.09% | 0.15% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 19 |
CROFT-LEOMINSTER INC | 19 | 19 | 0.66% | 1.02% | 1.38% | Q2 2013 | Q4 2017 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.20% | 0.49% | 0.78% | Q1 2019 | Q3 2023 | 19 |
Connor, Clark & Lunn Investment Management Ltd. | 8 | 1 | 0.00% | 0.10% | 0.28% | Q4 2014 | Q3 2022 | 19 |
Realta Investment Advisors | 19 | 19 | 0.08% | 0.18% | 0.32% | Q1 2019 | Q3 2023 | 19 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 15 | 1 | 0.04% | 0.22% | 0.30% | Q2 2013 | Q4 2021 | 19 |
Insight Wealth Strategies, LLC | 19 | 19 | 0.05% | 0.18% | 0.31% | Q1 2019 | Q3 2023 | 19 |
Enterprise Bank & Trust Co | 19 | 19 | 0.74% | 1.30% | 1.81% | Q1 2019 | Q3 2023 | 19 |
Man Group plc | 10 | 1 | 0.00% | 0.03% | 0.17% | Q1 2018 | Q3 2023 | 19 |
Cox Capital Mgt LLC | 19 | 19 | 0.80% | 1.58% | 2.24% | Q1 2019 | Q3 2023 | 19 |
Penserra Capital Management LLC | 19 | 19 | 0.18% | 0.55% | 0.93% | Q1 2019 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
GABLES CAPITAL MANAGEMENT INC. | 17 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 19 |
PGGM Investments | 14 | 1 | 0.01% | 0.14% | 0.23% | Q2 2014 | Q1 2022 | 19 |
Asset Dedication, LLC | 17 | 2 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 19 |
Veracity Capital LLC | 16 | 16 | 0.02% | 0.15% | 0.23% | Q4 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 19 |
Banco Santander, S.A. | 17 | 1 | 0.01% | 0.12% | 1.25% | Q2 2017 | Q3 2023 | 19 |
LGL PARTNERS, LLC | 19 | 19 | 0.05% | 0.15% | 0.27% | Q1 2019 | Q3 2023 | 19 |
FULLER & THALER ASSET MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 19 |
Bay Harbor Wealth Management, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.09% | 0.22% | 0.38% | Q4 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.07% | 0.12% | 0.29% | Q4 2017 | Q2 2022 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.08% | 0.25% | 0.57% | Q2 2013 | Q4 2017 | 19 |
STRATEGIC CAPITAL ADVISERS, INC. | 19 | 19 | 1.10% | 2.18% | 3.47% | Q4 2017 | Q2 2022 | 19 |
Ironsides Asset Advisors, LLC | 10 | 3 | 0.13% | 0.26% | 0.41% | Q4 2016 | Q2 2022 | 19 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 11 | 8 | 0.15% | 0.85% | 1.82% | Q1 2018 | Q4 2022 | 19 |
Inscription Capital, LLC | 13 | 6 | 0.10% | 0.61% | 1.14% | Q4 2018 | Q3 2023 | 19 |
PATTON ALBERTSON MILLER GROUP, LLC | 19 | 19 | 0.04% | 0.10% | 0.17% | Q3 2018 | Q1 2023 | 19 |
Clarius Group, LLC | 19 | 19 | 0.07% | 0.12% | 0.17% | Q1 2019 | Q3 2023 | 19 |
K.J. Harrison & Partners Inc | 19 | 19 | 0.04% | 0.27% | 1.04% | Q4 2017 | Q2 2022 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.08% | 0.12% | 0.18% | Q1 2019 | Q3 2023 | 19 |
Kinneret Advisory, LLC | 17 | 2 | 0.37% | 0.63% | 0.82% | Q4 2018 | Q3 2023 | 19 |
GYL FINANCIAL SYNERGIES, LLC | 19 | 19 | 0.04% | 0.17% | 0.39% | Q1 2019 | Q3 2023 | 19 |
Sand Hill Global Advisors, LLC | 11 | 8 | 0.14% | 0.31% | 0.54% | Q1 2017 | Q3 2023 | 19 |
Gerber Kawasaki Wealth & Investment Management | 19 | 19 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
LOOMIS SAYLES & CO L P | 15 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 19 |
CORTLAND ADVISERS LLC | 19 | 19 | 2.83% | 3.60% | 5.13% | Q1 2015 | Q3 2019 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
WESBANCO BANK INC | 11 | 8 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 19 |
PHILADELPHIA TRUST CO | 19 | 19 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
TRUST CO OF TOLEDO NA /OH/ | 18 | 1 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q4 2023 | 19 |
BAR HARBOR TRUST SERVICES | 18 | 1 | 0.00% | 4.15% | 6.76% | Q3 2015 | Q2 2022 | 19 |
1ST SOURCE BANK | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Inspire Investing, LLC | 19 | 19 | 0.06% | 0.74% | 1.60% | Q4 2017 | Q2 2022 | 19 |
JFS WEALTH ADVISORS, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 19 |
GSI Capital Advisors LLC | 8 | 1 | 1.58% | 2.76% | 7.36% | Q2 2013 | Q4 2021 | 19 |
FIRST INTERSTATE BANK | 19 | 19 | 0.02% | 0.05% | 0.09% | Q3 2015 | Q1 2020 | 19 |
FIRST MERCHANTS CORP | 18 | 1 | 0.05% | 0.16% | 0.26% | Q3 2017 | Q3 2023 | 19 |
IMPAX ASSET MANAGEMENT LLC | 19 | 19 | 0.78% | 1.58% | 2.30% | Q2 2013 | Q4 2017 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 13 | 6 | 0.14% | 2.09% | 4.52% | Q2 2013 | Q3 2023 | 19 |
LORD, ABBETT & CO. LLC | 9 | 1 | 0.01% | 0.16% | 0.30% | Q2 2014 | Q2 2023 | 19 |
WEALTHSOURCE PARTNERS, LLC | 19 | 19 | 0.02% | 0.07% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Wealth Architects, LLC | 19 | 19 | 0.03% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 19 |
WINTON GROUP Ltd | 13 | 1 | 0.03% | 0.14% | 0.34% | Q1 2015 | Q2 2022 | 19 |
Fisher Asset Management, LLC | 14 | 1 | 0.00% | 0.22% | 0.44% | Q1 2014 | Q3 2023 | 19 |
MANAGED ACCOUNT SERVICES INC | 13 | 6 | 0.09% | 0.19% | 0.25% | Q4 2016 | Q3 2021 | 19 |
DAVIS SELECTED ADVISERS | 10 | 2 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 18 |
Alera Investment Advisors, LLC | 9 | 2 | 0.07% | 0.13% | 0.22% | Q4 2018 | Q3 2023 | 18 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.02% | 0.60% | 1.14% | Q2 2014 | Q3 2023 | 18 |
Coatue Management | 18 | 18 | 1.07% | 2.42% | 3.94% | Q2 2013 | Q3 2017 | 18 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 17 | 1 | 0.00% | 0.32% | 0.44% | Q3 2018 | Q3 2023 | 18 |
DUBUQUE BANK & TRUST CO | 8 | 2 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q1 2021 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.26% | 0.28% | 0.32% | Q2 2013 | Q3 2017 | 18 |
Wealthspire Advisors, LLC | 17 | 1 | 0.00% | 0.03% | 0.11% | Q4 2018 | Q3 2023 | 18 |
Silicon Valley Capital Partners | 18 | 18 | 0.03% | 0.08% | 0.23% | Q2 2019 | Q3 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q1 2020 | 18 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 9 | 2 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2023 | 18 |
Integrated Wealth Concepts LLC | 18 | 18 | 0.03% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 10 | 8 | 0.10% | 0.24% | 0.46% | Q2 2016 | Q4 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2017 | 18 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 18 | 18 | 0.11% | 0.35% | 0.63% | Q3 2014 | Q4 2018 | 18 |
Fairbanks Capital Management, Inc. | 18 | 18 | 0.38% | 1.17% | 1.60% | Q2 2019 | Q3 2023 | 18 |
Financial Gravity Asset Management, Inc. | 12 | 1 | 0.00% | 0.05% | 0.22% | Q3 2018 | Q3 2023 | 18 |
Northside Capital Management, LLC | 18 | 18 | 0.06% | 0.09% | 0.13% | Q1 2019 | Q2 2023 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2023 | 18 |
Cipher Capital LP | 4 | 1 | 0.18% | 0.48% | 1.24% | Q2 2013 | Q1 2023 | 18 |
OLD NATIONAL BANCORP /IN/ | 6 | 2 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q3 2023 | 18 |
CAPE COD FIVE CENTS SAVINGS BANK | 18 | 18 | 0.16% | 0.30% | 0.40% | Q2 2019 | Q3 2023 | 18 |
American Investment Services, Inc. | 18 | 18 | 0.11% | 0.24% | 0.42% | Q2 2019 | Q3 2023 | 18 |
Meridian Wealth Advisors, LLC | 17 | 1 | 0.13% | 0.48% | 0.71% | Q4 2018 | Q3 2023 | 18 |
Qtron Investments LLC | 18 | 18 | 0.07% | 0.19% | 0.41% | Q2 2019 | Q3 2023 | 18 |
Perpetual Ltd | 14 | 1 | 0.03% | 0.51% | 1.20% | Q3 2016 | Q3 2023 | 18 |
Lavaca Capital LLC | 13 | 2 | 0.03% | 0.13% | 0.28% | Q4 2018 | Q3 2023 | 18 |
New Capital Management LP | 18 | 18 | 0.03% | 0.13% | 0.30% | Q4 2016 | Q1 2021 | 18 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.02% | 0.07% | 0.23% | Q2 2016 | Q1 2021 | 18 |
MARSHALL WACE, LLP | 10 | 1 | 0.00% | 0.12% | 0.50% | Q1 2014 | Q3 2023 | 18 |
CX Institutional | 15 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 18 |
PRINCETON CAPITAL MANAGEMENT INC | 18 | 18 | 2.30% | 3.21% | 4.30% | Q2 2013 | Q3 2017 | 18 |
Citizens Business Bank | 18 | 18 | 0.13% | 0.18% | 0.27% | Q1 2018 | Q2 2022 | 18 |
Larson Financial Group LLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.11% | 0.24% | Q2 2013 | Q4 2016 | 18 |
Horizon Investments, LLC | 11 | 7 | 0.02% | 0.05% | 0.14% | Q1 2019 | Q3 2023 | 18 |
Westhampton Capital, LLC | 18 | 18 | 0.83% | 1.12% | 1.44% | Q2 2019 | Q3 2023 | 18 |
V Wealth Advisors LLC | 11 | 1 | 0.04% | 0.13% | 0.22% | Q2 2017 | Q2 2023 | 18 |
Summit Global Investments | 14 | 2 | 0.01% | 0.55% | 1.85% | Q1 2018 | Q3 2023 | 18 |
Thomas J. Herzfeld Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Aries Wealth Management | 12 | 6 | 0.13% | 0.19% | 0.30% | Q1 2019 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.37% | 0.61% | 0.81% | Q2 2019 | Q3 2023 | 18 |
ETRADE Capital Management LLC | 15 | 3 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2020 | 18 |
MADISON INVESTMENT HOLDINGS INC | 18 | 18 | 0.25% | 1.01% | 1.58% | Q2 2015 | Q3 2019 | 18 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.08% | 0.52% | 1.70% | Q2 2013 | Q4 2022 | 18 |
Savant Capital, LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Baskin Financial Services Inc. | 18 | 18 | 0.04% | 1.72% | 2.88% | Q2 2019 | Q3 2023 | 18 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.02% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 18 |
PEAPACK GLADSTONE FINANCIAL CORP | 14 | 4 | 0.01% | 0.15% | 0.36% | Q1 2019 | Q3 2023 | 18 |
Wealth Alliance Advisory Group, LLC | 18 | 18 | 0.08% | 0.22% | 0.36% | Q2 2019 | Q3 2023 | 18 |
Ironvine Capital Partners, LLC | 13 | 5 | 0.02% | 0.07% | 0.26% | Q4 2017 | Q2 2022 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q1 2021 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.10% | 0.19% | 0.30% | Q2 2013 | Q3 2017 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.11% | 0.20% | 0.29% | Q1 2019 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2014 | 18 |
Sageworth Trust Co | 17 | 1 | 0.00% | 0.01% | 0.13% | Q4 2014 | Q1 2023 | 18 |
Endurance Wealth Management, Inc. | 15 | 3 | 0.00% | 0.05% | 0.09% | Q4 2018 | Q2 2023 | 18 |
Sequoia Financial Advisors, LLC | 10 | 8 | 0.02% | 0.04% | 0.26% | Q1 2019 | Q3 2023 | 18 |
ROMAN BUTLER FULLERTON & CO | 18 | 18 | 0.10% | 0.17% | 0.24% | Q1 2019 | Q2 2023 | 18 |
FIC CAPITAL INC | 18 | 18 | 0.72% | 1.62% | 1.96% | Q2 2013 | Q3 2017 | 18 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.02% | 0.20% | 0.61% | Q1 2016 | Q3 2023 | 18 |
Virtue Capital Management, LLC | 14 | 1 | 0.02% | 0.26% | 0.46% | Q1 2018 | Q3 2023 | 18 |
Windsor Wealth Management, Inc. | 17 | 17 | 0.04% | 0.16% | 0.25% | Q1 2019 | Q1 2023 | 17 |
Gotham Asset Management, LLC | 14 | 1 | 0.00% | 0.08% | 0.12% | Q1 2015 | Q3 2023 | 17 |
D.B. Root & Company, LLC | 17 | 17 | 0.12% | 0.23% | 0.30% | Q1 2018 | Q1 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q4 2023 | 17 |
DAVIDSON & GARRARD INC | 17 | 17 | 0.10% | 0.45% | 0.67% | Q3 2013 | Q3 2017 | 17 |
FORVIS Wealth Advisors, LLC | 17 | 17 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q4 2020 | 17 |
ArrowMark Colorado Holdings LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Nan Shan Life Insurance Co., Ltd. | 8 | 4 | 0.01% | 1.22% | 2.47% | Q1 2018 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.23% | 0.32% | 0.77% | Q4 2018 | Q4 2022 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.67% | 1.54% | 2.14% | Q2 2013 | Q2 2017 | 17 |
Strategic Blueprint, LLC | 17 | 17 | 0.04% | 0.27% | 0.79% | Q3 2019 | Q3 2023 | 17 |
Legacy Bridge, LLC | 17 | 17 | 0.00% | 0.69% | 1.20% | Q3 2019 | Q3 2023 | 17 |
Cottage Street Advisors LLC | 17 | 17 | 0.25% | 1.14% | 1.92% | Q3 2019 | Q3 2023 | 17 |
BLUESTEIN R H & CO LLC | 14 | 1 | 0.01% | 0.13% | 1.92% | Q2 2013 | Q3 2022 | 17 |
LOWE BROCKENBROUGH & CO INC | 17 | 17 | 0.39% | 1.04% | 1.46% | Q2 2017 | Q2 2021 | 17 |
Lido Advisors, LLC | 16 | 1 | 0.01% | 0.04% | 0.14% | Q1 2019 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q2 2017 | 17 |
Beech Hill Advisors, Inc. | 12 | 5 | 1.04% | 1.51% | 2.28% | Q4 2016 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.07% | 0.10% | 0.15% | Q2 2013 | Q2 2017 | 17 |
Ninety One UK Ltd | 11 | 1 | 0.00% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 17 |
Autus Asset Management, LLC | 16 | 1 | 0.04% | 0.36% | 0.51% | Q2 2018 | Q4 2022 | 17 |
Waratah Capital Advisors Ltd. | 11 | 1 | 0.06% | 1.12% | 3.18% | Q1 2018 | Q1 2023 | 17 |
BRUNI J V & CO /CO | 17 | 17 | 0.09% | 5.36% | 7.67% | Q2 2015 | Q2 2019 | 17 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 2 | 0.05% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 17 |
Destination Wealth Management | 15 | 1 | 0.00% | 0.64% | 0.89% | Q3 2018 | Q3 2023 | 17 |
Apriem Advisors | 10 | 7 | 0.00% | 1.13% | 3.47% | Q4 2014 | Q3 2023 | 17 |
Altium Wealth Management LLC | 17 | 17 | 0.04% | 0.09% | 0.20% | Q2 2018 | Q2 2022 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.16% | 0.41% | 0.65% | Q2 2013 | Q2 2017 | 17 |
Arden Trust Co | 11 | 6 | 0.04% | 0.32% | 0.49% | Q2 2019 | Q3 2023 | 17 |
First National Bank of South Miami | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 17 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 5 | 0.01% | 0.16% | 1.28% | Q3 2017 | Q3 2023 | 17 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 4 | 0.03% | 0.08% | 0.13% | Q4 2016 | Q4 2022 | 17 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17 | 17 | 0.10% | 0.34% | 0.67% | Q3 2019 | Q3 2023 | 17 |
YHB Investment Advisors, Inc. | 11 | 6 | 0.02% | 0.06% | 0.16% | Q1 2019 | Q3 2023 | 17 |
Formidable Asset Management, LLC | 11 | 1 | 0.01% | 0.16% | 0.28% | Q3 2015 | Q3 2023 | 17 |
Gemmer Asset Management LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 17 |
BI Asset Management Fondsmaeglerselskab A/S | 15 | 2 | 0.04% | 0.15% | 0.53% | Q2 2019 | Q3 2023 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.55% | 1.38% | 1.84% | Q2 2017 | Q2 2021 | 17 |
THOMPSON DAVIS & CO., INC. | 17 | 17 | 0.04% | 0.09% | 0.36% | Q3 2014 | Q3 2018 | 17 |
PFS INVESTMENTS INC. | 17 | 17 | 0.02% | 0.14% | 0.24% | Q2 2019 | Q2 2023 | 17 |
Modera Wealth Management, LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 17 |
A.R.T. Advisors, LLC | 5 | 1 | 0.04% | 0.26% | 0.54% | Q2 2013 | Q2 2020 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q2 2017 | 17 |
Busey Bank | 17 | 17 | 0.01% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Virtu Financial LLC | 6 | 1 | 0.02% | 0.16% | 0.80% | Q2 2013 | Q4 2022 | 17 |
FIRST AMERICAN TRUST, FSB | 16 | 1 | 0.06% | 0.59% | 1.24% | Q2 2017 | Q3 2023 | 17 |
PINNACLE ASSOCIATES LTD | 17 | 17 | 0.01% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Sowell Financial Services LLC | 10 | 3 | 0.08% | 0.17% | 0.46% | Q3 2018 | Q3 2023 | 17 |
CrestPoint Capital Management, LLC | 17 | 17 | 0.15% | 0.26% | 0.84% | Q4 2013 | Q4 2017 | 17 |
PRW Wealth Management LLC | 9 | 3 | 0.08% | 0.17% | 0.32% | Q4 2018 | Q3 2023 | 17 |
Sunbelt Securities, Inc. | 13 | 1 | 0.02% | 0.07% | 0.17% | Q4 2016 | Q3 2023 | 17 |
Tradewinds Capital Management, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 17 |
Bremer Bank National Association | 17 | 17 | 0.04% | 0.65% | 1.18% | Q1 2019 | Q1 2023 | 17 |
Forward Management, LLC | 6 | 1 | 0.00% | 0.29% | 0.86% | Q2 2013 | Q3 2022 | 17 |
Community Bank, N.A. | 16 | 1 | 0.01% | 0.16% | 0.23% | Q3 2016 | Q3 2023 | 17 |
INTACT INVESTMENT MANAGEMENT INC. | 12 | 5 | 0.03% | 0.16% | 0.39% | Q1 2015 | Q3 2023 | 17 |
Compton Wealth Advisory Group, LLC | 17 | 17 | 0.16% | 0.47% | 1.09% | Q4 2018 | Q4 2022 | 17 |
Hotaling Investment Management, LLC | 17 | 17 | 1.37% | 1.68% | 2.22% | Q4 2018 | Q4 2022 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.10% | 0.20% | 0.31% | Q1 2018 | Q1 2022 | 17 |
GAM Holding AG | 14 | 1 | 0.01% | 0.10% | 0.26% | Q3 2013 | Q3 2018 | 17 |
Handelsbanken Fonder AB | 14 | 3 | 0.02% | 0.15% | 0.23% | Q4 2015 | Q3 2023 | 17 |
Edge Wealth Management LLC | 8 | 1 | 0.00% | 0.16% | 2.50% | Q2 2013 | Q3 2023 | 17 |
Choate Investment Advisors | 17 | 17 | 0.02% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.24% | 1.15% | Q3 2014 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.16% | 0.27% | 0.39% | Q3 2019 | Q3 2023 | 17 |
Outlook Wealth Advisors, LLC | 13 | 4 | 0.08% | 0.21% | 0.50% | Q4 2018 | Q1 2023 | 17 |
abrdn Investment Management Ltd | 17 | 17 | 0.01% | 1.51% | 2.29% | Q2 2013 | Q2 2017 | 17 |
Bridgewater Associates | 3 | 1 | 0.00% | 0.07% | 0.19% | Q3 2014 | Q1 2023 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.00% | 0.08% | 0.36% | Q1 2017 | Q1 2023 | 17 |
Sound View Wealth Advisors Group, LLC | 17 | 17 | 0.04% | 0.10% | 0.12% | Q3 2019 | Q3 2023 | 17 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 17 | 17 | 0.36% | 1.40% | 2.52% | Q2 2013 | Q2 2017 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q1 2022 | 17 |
ALTA CAPITAL MANAGEMENT LLC/ | 12 | 4 | 0.02% | 0.13% | 0.22% | Q2 2015 | Q3 2023 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.16% | 0.27% | 0.47% | Q4 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.12% | 0.27% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 0.10% | 0.26% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Princeton Global Asset Management LLC | 16 | 16 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.30% | 0.41% | 0.49% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.23% | 0.49% | 0.98% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Principal Street Partners, LLC | 16 | 16 | 0.06% | 0.16% | 0.27% | Q2 2019 | Q1 2023 | 16 |
Optas, LLC | 16 | 16 | 0.09% | 0.14% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.27% | 0.47% | 0.80% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.14% | 0.25% | 0.38% | Q4 2019 | Q3 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.96% | 1.16% | 1.40% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.17% | 0.28% | 0.41% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.14% | 0.33% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Total Clarity Wealth Management, Inc. | 16 | 16 | 0.45% | 0.92% | 1.89% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.38% | 0.71% | 0.90% | Q4 2019 | Q3 2023 | 16 |
CreativeOne Wealth, LLC | 13 | 3 | 0.04% | 0.11% | 0.14% | Q3 2019 | Q3 2023 | 16 |
Hirtle Callaghan & Co LLC | 10 | 6 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2017 | 16 |
SG3 Management, LLC | 6 | 1 | 0.03% | 0.65% | 3.27% | Q4 2016 | Q1 2022 | 16 |
StrongBox Wealth, LLC | 16 | 16 | 0.48% | 0.81% | 1.31% | Q1 2020 | Q4 2023 | 16 |
Atom Investors LP | 12 | 1 | 0.05% | 0.26% | 0.63% | Q2 2019 | Q3 2023 | 16 |
ExodusPoint Capital Management, LP | 12 | 1 | 0.00% | 0.08% | 0.31% | Q2 2019 | Q3 2023 | 16 |
Stokes Capital Advisors, LLC | 13 | 3 | 0.06% | 0.55% | 1.16% | Q4 2018 | Q3 2023 | 16 |
Rossmore Private Capital | 15 | 1 | 0.15% | 0.54% | 0.86% | Q4 2017 | Q3 2023 | 16 |
Jacobus Wealth Management, Inc. | 15 | 1 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2017 | 16 |
Solstein Capital, LLC | 16 | 16 | 0.12% | 0.45% | 0.80% | Q4 2019 | Q3 2023 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 16 |
IMS Capital Management | 16 | 16 | 0.12% | 0.16% | 0.22% | Q2 2019 | Q1 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.20% | 1.09% | Q1 2018 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Castle Rock Wealth Management, LLC | 12 | 4 | 0.12% | 0.26% | 0.50% | Q3 2019 | Q3 2023 | 16 |
Cypress Wealth Services, LLC | 15 | 1 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q4 2021 | 16 |
MATHER GROUP, LLC. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Geneva Partners, LLC | 14 | 1 | 0.47% | 0.89% | 1.82% | Q2 2016 | Q3 2022 | 16 |
Hazelview Securities Inc. | 7 | 2 | 0.08% | 3.09% | 5.00% | Q4 2017 | Q3 2023 | 16 |
Cadence Bank | 16 | 16 | 0.03% | 0.11% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.44% | 0.70% | 1.10% | Q4 2019 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.01% | 0.27% | 0.89% | Q4 2019 | Q3 2023 | 16 |
ARGUS INVESTORS' COUNSEL, INC. | 16 | 16 | 1.29% | 1.76% | 2.27% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.28% | 0.77% | 1.93% | Q4 2019 | Q3 2023 | 16 |
United Asset Strategies, Inc. | 7 | 3 | 0.76% | 1.26% | 1.51% | Q2 2013 | Q3 2022 | 16 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 16 | 16 | 0.30% | 0.52% | 0.82% | Q4 2019 | Q3 2023 | 16 |
PEREGRINE CAPITAL MANAGEMENT LLC | 11 | 5 | 0.01% | 0.28% | 0.49% | Q3 2016 | Q4 2021 | 16 |
COMERICA SECURITIES,INC. | 16 | 16 | 0.01% | 0.36% | 0.58% | Q1 2019 | Q4 2022 | 16 |
Glenview Trust Co | 15 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 16 |
Dorsal Capital Management, LP | 16 | 16 | 2.67% | 5.75% | 9.25% | Q1 2015 | Q4 2018 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.17% | 0.41% | 0.68% | Q2 2013 | Q1 2017 | 16 |
Ranger Global Real Estate Advisors, LLC | 9 | 2 | 0.14% | 4.62% | 9.68% | Q3 2017 | Q3 2022 | 16 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
HYMAN CHARLES D | 16 | 16 | 0.02% | 0.14% | 0.19% | Q4 2019 | Q3 2023 | 16 |
PERSONAL CFO SOLUTIONS, LLC | 16 | 16 | 0.00% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Raab & Moskowitz Asset Management LLC | 13 | 3 | 0.08% | 0.15% | 0.26% | Q3 2018 | Q3 2023 | 16 |
Virtu KCG Holdings LLC | 8 | 7 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q2 2017 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 0.74% | 1.07% | 1.40% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.03% | 0.35% | 0.65% | Q4 2019 | Q3 2023 | 16 |
Highland Private Wealth Management | 16 | 16 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q3 2022 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.25% | 0.39% | 0.62% | Q4 2019 | Q3 2023 | 16 |
First PREMIER Bank | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BOYS ARNOLD & CO INC | 16 | 16 | 0.04% | 0.09% | 0.22% | Q2 2016 | Q1 2020 | 16 |
D'Orazio & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2021 | 16 |
AO Asset Management, LP | 10 | 1 | 0.94% | 3.24% | 7.55% | Q4 2014 | Q4 2021 | 16 |
MITCHELL SINKLER & STARR/PA | 16 | 16 | 0.12% | 0.24% | 0.38% | Q3 2019 | Q2 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.25% | 0.55% | 1.02% | Q4 2019 | Q3 2023 | 16 |
RFG Advisory, LLC | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 16 |
Belmont Capital, LLC | 16 | 16 | 0.03% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.12% | 0.19% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Red Door Wealth Management, LLC | 16 | 16 | 0.20% | 0.54% | 0.82% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.19% | 0.29% | 0.41% | Q4 2019 | Q3 2023 | 16 |
EPIQ PARTNERS, LLC | 16 | 16 | 2.04% | 2.68% | 3.37% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.14% | 0.34% | Q4 2019 | Q3 2023 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.17% | 0.44% | 1.02% | Q4 2019 | Q3 2023 | 16 |
Prime Capital Investment Advisors, LLC | 8 | 7 | 0.01% | 0.13% | 0.29% | Q3 2019 | Q3 2023 | 15 |
BBR PARTNERS, LLC | 14 | 1 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 15 |
Somerset Trust Co | 15 | 15 | 0.38% | 0.52% | 0.64% | Q2 2020 | Q4 2023 | 15 |
NIXON PEABODY TRUST CO | 15 | 15 | 1.13% | 1.37% | 1.68% | Q1 2020 | Q3 2023 | 15 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 4 | 0.11% | 0.13% | 0.21% | Q3 2019 | Q3 2023 | 15 |
LMR Partners LLP | 6 | 1 | 0.05% | 0.18% | 0.34% | Q2 2014 | Q2 2020 | 15 |
Edgestream Partners, L.P. | 4 | 1 | 0.03% | 0.39% | 1.36% | Q2 2015 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.16% | 0.20% | 0.36% | Q2 2013 | Q4 2016 | 15 |
Tidal Investments LLC | 12 | 3 | 0.06% | 0.11% | 0.24% | Q4 2019 | Q3 2023 | 15 |
Ranch Capital Advisors Inc. | 15 | 15 | 0.14% | 0.19% | 0.24% | Q4 2019 | Q2 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.16% | 0.18% | 0.21% | Q2 2013 | Q4 2016 | 15 |
Cordasco Financial Network | 15 | 15 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 15 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 9 | 6 | 0.02% | 0.15% | 0.49% | Q4 2019 | Q3 2023 | 15 |
Indie Asset Partners, LLC | 15 | 15 | 0.27% | 0.61% | 1.06% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.10% | 0.14% | 0.21% | Q2 2013 | Q4 2016 | 15 |
NAPLES GLOBAL ADVISORS, LLC | 15 | 15 | 0.06% | 0.10% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Venture Visionary Partners LLC | 14 | 1 | 0.04% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 15 |
Quadrature Capital Ltd | 5 | 1 | 0.01% | 0.37% | 2.05% | Q3 2017 | Q3 2023 | 15 |
Shepherd Financial Partners LLC | 15 | 15 | 0.08% | 0.35% | 0.60% | Q1 2020 | Q3 2023 | 15 |
Epoch Investment Partners, Inc. | 14 | 1 | 0.04% | 0.23% | 0.40% | Q1 2017 | Q3 2023 | 15 |
Platte River Wealth Advisors, LLC | 14 | 1 | 0.12% | 0.25% | 0.49% | Q4 2019 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.11% | 0.23% | 0.33% | Q1 2020 | Q3 2023 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 15 |
IAG Wealth Partners, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.08% | 0.16% | 0.29% | Q1 2020 | Q3 2023 | 15 |
American Assets Investment Management, LLC | 9 | 1 | 0.06% | 0.29% | 0.92% | Q2 2013 | Q3 2023 | 15 |
Vectors Research Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 15 |
Broadleaf Partners, LLC | 15 | 15 | 1.07% | 1.56% | 2.22% | Q4 2017 | Q2 2021 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 0.13% | 0.24% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Engineers Gate Manager LP | 7 | 1 | 0.02% | 0.09% | 0.23% | Q1 2015 | Q3 2023 | 15 |
Sepio Capital, LP | 9 | 6 | 0.02% | 0.19% | 0.68% | Q4 2018 | Q3 2022 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.23% | 0.30% | 0.45% | Q3 2016 | Q1 2020 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 14 | 1 | 0.02% | 0.15% | 0.47% | Q4 2018 | Q3 2022 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
1623 Capital LLC | 15 | 15 | 2.67% | 4.48% | 6.37% | Q4 2019 | Q2 2023 | 15 |
American Money Management, LLC | 15 | 15 | 0.56% | 1.58% | 2.18% | Q1 2020 | Q3 2023 | 15 |
ClariVest Asset Management LLC | 6 | 1 | 0.00% | 0.54% | 1.36% | Q2 2013 | Q3 2023 | 15 |
Davidson Capital Management Inc. | 15 | 15 | 0.00% | 0.70% | 1.79% | Q1 2020 | Q3 2023 | 15 |
Moreno Evelyn V | 15 | 15 | 0.88% | 1.08% | 1.27% | Q1 2020 | Q3 2023 | 15 |
Global Endowment Management, LP | 9 | 2 | 0.05% | 0.35% | 0.64% | Q2 2013 | Q4 2018 | 15 |
DELTA LLOYD NV | 14 | 1 | 0.01% | 0.08% | 0.26% | Q2 2013 | Q1 2017 | 15 |
Rosenbaum Jay D. | 15 | 15 | 0.94% | 1.41% | 1.94% | Q1 2020 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.02% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 15 |
RWA WEALTH PARTNERS, LLC | 13 | 2 | 0.00% | 0.36% | 0.67% | Q1 2018 | Q2 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.15% | 0.17% | 0.20% | Q2 2013 | Q4 2016 | 15 |
Matrix Capital Management Company, LP | 15 | 15 | 4.08% | 5.41% | 7.69% | Q2 2013 | Q4 2016 | 15 |
Knights of Columbus Asset Advisors LLC | 15 | 15 | 0.23% | 0.80% | 1.27% | Q1 2020 | Q3 2023 | 15 |
Centiva Capital, LP | 8 | 1 | 0.00% | 0.09% | 0.45% | Q1 2019 | Q3 2023 | 15 |
AGRAN LIBBIE | 13 | 2 | 0.30% | 0.58% | 0.76% | Q2 2013 | Q1 2017 | 15 |
EVERMAY WEALTH MANAGEMENT LLC | 14 | 1 | 0.04% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.03% | 0.11% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Silicon Hills Wealth Management, LLC | 15 | 15 | 0.12% | 0.28% | 0.48% | Q4 2019 | Q2 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.15% | 0.17% | 0.20% | Q2 2013 | Q4 2016 | 15 |
DeDora Capital, Inc. | 9 | 2 | 0.07% | 0.22% | 0.39% | Q1 2018 | Q1 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.07% | 0.20% | 0.28% | Q1 2020 | Q3 2023 | 15 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 13 | 1 | 0.03% | 0.18% | 0.60% | Q2 2018 | Q3 2023 | 15 |
Procyon Advisors, LLC | 9 | 6 | 0.13% | 0.29% | 0.63% | Q4 2019 | Q3 2023 | 15 |
RMR Wealth Builders | 14 | 1 | 0.06% | 0.17% | 0.43% | Q4 2019 | Q3 2023 | 15 |
Page Arthur B | 15 | 15 | 0.23% | 0.80% | 1.43% | Q4 2019 | Q2 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 12 | 3 | 0.00% | 0.08% | 0.68% | Q1 2020 | Q4 2023 | 15 |
Landmark Financial Advisors, LLC | 15 | 15 | 0.14% | 0.24% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Quantitative Investment Management, LLC | 6 | 1 | 0.09% | 0.25% | 0.57% | Q4 2013 | Q2 2023 | 15 |
ASPIRIANT, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2021 | 15 |
Verdence Capital Advisors LLC | 14 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 15 |
Cardan Capital Partners, LLC | 15 | 15 | 0.11% | 0.16% | 0.23% | Q1 2018 | Q3 2021 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.04% | 0.30% | 0.45% | Q1 2017 | Q3 2020 | 15 |
COHEN LAWRENCE B | 15 | 15 | 0.79% | 1.13% | 1.56% | Q1 2020 | Q3 2023 | 15 |
Regent Peak Wealth Advisors LLC | 15 | 15 | 0.07% | 0.11% | 0.14% | Q4 2019 | Q2 2023 | 15 |
Banco de Sabadell, S.A | 10 | 2 | 0.04% | 0.13% | 0.38% | Q4 2018 | Q3 2023 | 15 |
UNIVEST FINANCIAL Corp | 15 | 15 | 1.13% | 1.66% | 2.18% | Q1 2020 | Q3 2023 | 15 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.04% | 0.47% | 1.45% | Q4 2013 | Q1 2021 | 15 |
DODGE & COX | 9 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.05% | 0.07% | 0.12% | Q2 2016 | Q4 2019 | 15 |
Marshall Wace North America L.P. | 10 | 1 | 0.00% | 0.11% | 0.45% | Q2 2013 | Q1 2021 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Bragg Financial Advisors, Inc | 15 | 15 | 0.14% | 0.25% | 0.32% | Q1 2020 | Q3 2023 | 15 |
NICOLET ADVISORY SERVICES, LLC | 15 | 15 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Nichols Asset Management LLC | 15 | 15 | 0.08% | 0.27% | 1.04% | Q2 2013 | Q4 2016 | 15 |
PEOPLES BANK /OH | 15 | 15 | 0.15% | 0.23% | 0.38% | Q1 2019 | Q3 2022 | 15 |
Leisure Capital Management | 15 | 15 | 0.16% | 0.26% | 0.35% | Q1 2020 | Q3 2023 | 15 |
Biltmore Family Office, LLC | 12 | 1 | 0.05% | 0.18% | 0.33% | Q4 2017 | Q2 2022 | 15 |
Greenline Partners, LLC | 15 | 15 | 0.49% | 0.70% | 0.98% | Q3 2019 | Q1 2023 | 15 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 15 |
MATRIX PRIVATE CAPITAL GROUP LLC | 15 | 15 | 0.16% | 0.25% | 0.50% | Q4 2019 | Q2 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.15% | 0.36% | Q2 2013 | Q4 2016 | 15 |
NTV ASSET MANAGEMENT LLC | 10 | 2 | 0.06% | 0.48% | 0.96% | Q1 2014 | Q3 2018 | 15 |
Century Capital Management, LLC | 15 | 15 | 0.24% | 0.75% | 1.59% | Q4 2013 | Q2 2017 | 15 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 14 |
Symphony Financial, Ltd. Co. | 14 | 14 | 0.12% | 0.52% | 1.44% | Q1 2020 | Q2 2023 | 14 |
ALGERT GLOBAL LLC | 8 | 6 | 0.02% | 0.31% | 0.71% | Q1 2020 | Q3 2023 | 14 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 14 | 14 | 0.00% | 1.99% | 3.04% | Q2 2020 | Q3 2023 | 14 |
Visionary Wealth Advisors | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.03% | 0.09% | 0.12% | Q2 2013 | Q3 2016 | 14 |
FAS Wealth Partners, Inc. | 14 | 14 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2023 | 14 |
Pinnacle Wealth Planning Services, Inc. | 14 | 14 | 0.06% | 0.10% | 0.18% | Q3 2019 | Q4 2022 | 14 |
DOWLING & YAHNKE LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2022 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Bayesian Capital Management, LP | 3 | 1 | 0.06% | 0.21% | 0.51% | Q3 2017 | Q3 2023 | 14 |
Strategic Investment Advisors / MI | 6 | 2 | 0.04% | 0.09% | 0.13% | Q2 2019 | Q1 2023 | 14 |
Teton Advisors, Inc. | 14 | 14 | 0.37% | 0.56% | 0.77% | Q2 2013 | Q3 2016 | 14 |
Tower View Wealth Management LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SADOFF INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2022 | 14 |
EMS Capital LP | 14 | 14 | 0.04% | 0.08% | 0.18% | Q4 2016 | Q1 2020 | 14 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 4 | 0.05% | 0.07% | 0.09% | Q2 2016 | Q1 2021 | 14 |
MEITAV INVESTMENT HOUSE LTD | 11 | 3 | 0.01% | 0.24% | 1.12% | Q1 2020 | Q3 2023 | 14 |
United Bank | 14 | 14 | 0.47% | 0.85% | 1.01% | Q2 2020 | Q3 2023 | 14 |
Janney Capital Management LLC | 10 | 1 | 0.01% | 0.28% | 0.56% | Q1 2017 | Q2 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2016 | 14 |
Assenagon Asset Management S.A. | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Natixis Investment Managers International | 5 | 2 | 0.02% | 0.06% | 0.11% | Q4 2014 | Q2 2022 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.90% | 2.47% | 2.89% | Q2 2013 | Q3 2016 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.03% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 14 |
Magnus Financial Group LLC | 14 | 14 | 0.06% | 0.11% | 0.17% | Q4 2018 | Q1 2022 | 14 |
Ayrshire Capital Management LLC | 14 | 14 | 0.53% | 0.63% | 0.69% | Q2 2020 | Q3 2023 | 14 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.07% | 0.14% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Northcape Capital Pty Ltd | 14 | 14 | 0.29% | 0.42% | 0.57% | Q2 2020 | Q3 2023 | 14 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 10 | 4 | 0.02% | 0.60% | 1.00% | Q4 2017 | Q1 2022 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.29% | 0.41% | 0.54% | Q4 2017 | Q1 2021 | 14 |
Capula Management Ltd | 3 | 3 | 0.00% | 0.05% | 0.14% | Q1 2021 | Q1 2023 | 14 |
JUPITER ASSET MANAGEMENT LTD | 4 | 1 | 0.00% | 0.32% | 0.79% | Q2 2013 | Q3 2022 | 14 |
Almanack Investment Partners, LLC. | 14 | 14 | 0.02% | 0.08% | 0.17% | Q2 2019 | Q3 2022 | 14 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 5 | 1 | 0.00% | 0.25% | 0.66% | Q4 2013 | Q3 2021 | 14 |
Ilmarinen Mutual Pension Insurance Co | 14 | 14 | 0.07% | 0.18% | 0.28% | Q2 2020 | Q3 2023 | 14 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 14 | 14 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2023 | 14 |
Advisor OS, LLC | 14 | 14 | 0.20% | 0.37% | 0.52% | Q2 2020 | Q3 2023 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.03% | 0.12% | Q4 2014 | Q4 2018 | 14 |
BRINKER CAPITAL INC | 12 | 2 | 0.03% | 0.06% | 0.14% | Q4 2016 | Q2 2020 | 14 |
Family Management Corp | 14 | 14 | 0.65% | 1.14% | 1.53% | Q2 2020 | Q3 2023 | 14 |
Premier Fund Managers Ltd | 14 | 14 | 0.14% | 0.22% | 0.32% | Q2 2020 | Q3 2023 | 14 |
NWAM LLC | 11 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.07% | 0.10% | 0.15% | Q1 2017 | Q2 2020 | 14 |
PROFFITT & GOODSON INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Rheos Capital Works Inc. | 13 | 1 | 0.13% | 2.77% | 6.23% | Q4 2019 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Pegasus Partners Ltd. | 11 | 3 | 0.05% | 0.32% | 0.67% | Q2 2017 | Q4 2020 | 14 |
Avondale Wealth Management | 13 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2022 | 14 |
Anfield Capital Management, LLC | 14 | 14 | 0.68% | 0.92% | 1.30% | Q2 2020 | Q3 2023 | 14 |
DT Investment Partners, LLC | 11 | 3 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 14 |
Community Capital Management, LLC | 12 | 2 | 0.28% | 0.63% | 1.21% | Q1 2019 | Q3 2022 | 14 |
Bluefin Trading, LLC | 3 | 1 | 0.00% | 0.08% | 0.22% | Q2 2014 | Q1 2020 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.24% | 0.39% | 0.70% | Q2 2020 | Q3 2023 | 14 |
Cordatus Wealth Management LLC | 4 | 2 | 0.28% | 0.85% | 3.18% | Q4 2018 | Q3 2023 | 14 |
I.G. INVESTMENT MANAGEMENT, LTD. | 14 | 14 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2016 | 14 |
Cribstone Capital Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2022 | 14 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 14 |
DEERE & CO | 14 | 14 | 0.13% | 0.15% | 0.18% | Q2 2013 | Q3 2016 | 14 |
BRR OpCo, LLC | 14 | 14 | 0.13% | 0.21% | 0.26% | Q2 2019 | Q3 2022 | 14 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.03% | 0.07% | 0.19% | Q2 2013 | Q4 2021 | 14 |
RKL Wealth Management LLC | 14 | 14 | 0.13% | 0.19% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Hixon Zuercher, LLC | 14 | 14 | 1.26% | 1.53% | 1.84% | Q2 2020 | Q3 2023 | 14 |
HighPoint Advisor Group LLC | 10 | 1 | 0.05% | 0.18% | 0.31% | Q1 2017 | Q2 2022 | 14 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.03% | 0.35% | Q4 2015 | Q4 2022 | 14 |
Mn Services Vermogensbeheer B.V. | 14 | 14 | 0.16% | 0.23% | 0.26% | Q1 2016 | Q2 2019 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
DILLON & ASSOCIATES INC | 14 | 14 | 0.08% | 0.46% | 0.66% | Q1 2020 | Q2 2023 | 14 |
BALLAST ADVISORS LLC | 14 | 14 | 0.08% | 0.13% | 0.21% | Q4 2019 | Q1 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.25% | 0.39% | 0.52% | Q2 2020 | Q3 2023 | 14 |
CHEMICAL BANK | 10 | 1 | 0.02% | 0.09% | 0.16% | Q2 2013 | Q2 2019 | 14 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 8 | 1 | 0.01% | 0.12% | 0.27% | Q2 2013 | Q1 2018 | 14 |
U S GLOBAL INVESTORS INC | 6 | 1 | 0.01% | 0.15% | 0.27% | Q2 2013 | Q3 2020 | 13 |
TBH Global Asset Management, LLC | 9 | 4 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.04% | 0.09% | 0.29% | Q2 2016 | Q2 2019 | 13 |
Truehand, Inc | 13 | 13 | 0.13% | 0.16% | 0.21% | Q4 2018 | Q4 2021 | 13 |
SeaBridge Investment Advisors LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2020 | 13 |
CAPITAL GROWTH MANAGEMENT LP | 8 | 1 | 0.38% | 1.90% | 3.25% | Q4 2014 | Q1 2021 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.66% | 1.17% | 1.76% | Q2 2013 | Q2 2016 | 13 |
Kimelman & Baird, LLC | 6 | 1 | 0.03% | 0.05% | 0.08% | Q2 2016 | Q2 2021 | 13 |
Ferris Capital, LLC | 5 | 1 | 0.02% | 0.07% | 0.14% | Q2 2017 | Q1 2022 | 13 |
CWA Asset Management Group, LLC | 11 | 2 | 0.02% | 0.19% | 0.35% | Q2 2020 | Q3 2023 | 13 |
QVR LLC | 3 | 2 | 0.01% | 0.09% | 0.18% | Q2 2021 | Q3 2022 | 13 |
Polar Asset Management Partners Inc. | 5 | 1 | 0.00% | 0.30% | 0.62% | Q2 2017 | Q3 2023 | 13 |
ELLINGTON MANAGEMENT GROUP LLC | 4 | 1 | 0.02% | 0.09% | 0.21% | Q2 2013 | Q4 2019 | 13 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 7 | 1 | 0.02% | 0.33% | 0.75% | Q4 2019 | Q2 2023 | 13 |
RENAISSANCE GROUP LLC | 8 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 13 |
Capital Square, LLC | 12 | 1 | 0.16% | 2.69% | 4.14% | Q1 2020 | Q3 2023 | 13 |
BSW Wealth Partners | 13 | 13 | 0.06% | 0.14% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Providence Capital Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 13 |
FIRST FOUNDATION ADVISORS | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
ZACKS INVESTMENT MANAGEMENT | 7 | 1 | 0.00% | 0.06% | 0.14% | Q3 2016 | Q2 2023 | 13 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.04% | 0.08% | 0.16% | Q1 2020 | Q3 2023 | 13 |
MILLIE CAPITAL MANAGEMENT, LLC | 13 | 13 | 1.92% | 2.33% | 2.93% | Q4 2014 | Q4 2017 | 13 |
GLG LLC | 9 | 4 | 0.16% | 0.24% | 0.36% | Q1 2014 | Q4 2017 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.08% | 0.30% | 0.58% | Q3 2020 | Q3 2023 | 13 |
Continuum Advisory, LLC | 13 | 13 | 0.07% | 0.12% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Lokken Investment Group LLC | 12 | 1 | 0.35% | 0.42% | 0.50% | Q1 2012 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.20% | 0.30% | 0.44% | Q4 2020 | Q4 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.12% | 0.26% | 0.32% | Q3 2020 | Q3 2023 | 13 |
Great Diamond Partners, LLC | 13 | 13 | 0.38% | 0.70% | 1.30% | Q4 2019 | Q4 2022 | 13 |
Tuttle Capital Management, LLC | 6 | 1 | 0.19% | 0.77% | 1.47% | Q2 2017 | Q2 2021 | 13 |
Berkshire Bank | 13 | 13 | 0.26% | 0.47% | 0.77% | Q3 2020 | Q3 2023 | 13 |
BECK CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.26% | 0.55% | 1.36% | Q4 2013 | Q4 2016 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 11 | 2 | 0.07% | 0.65% | 1.21% | Q2 2020 | Q3 2023 | 13 |
Maryland Capital Management | 13 | 13 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q1 2022 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 12 | 12 | 0.02% | 2.36% | 6.39% | Q3 2015 | Q2 2018 | 13 |
Lowell Blake & Associates Inc. | 13 | 13 | 0.65% | 1.39% | 2.07% | Q3 2020 | Q3 2023 | 13 |
Winthrop Advisory Group LLC | 13 | 13 | 0.06% | 0.08% | 0.12% | Q1 2019 | Q1 2022 | 13 |
SOLARIS ASSET MANAGEMENT LLC | 13 | 13 | 0.22% | 0.26% | 0.28% | Q4 2014 | Q4 2017 | 13 |
BAINCO INTERNATIONAL INVESTORS | 13 | 13 | 1.00% | 1.46% | 1.86% | Q4 2017 | Q4 2020 | 13 |
Freestone Capital Holdings, LLC | 11 | 2 | 0.01% | 0.06% | 0.49% | Q2 2020 | Q3 2023 | 13 |
Psagot Value Holdings Ltd. | 9 | 4 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2019 | 13 |
BRYN MAWR TRUST Co | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2022 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.00% | 0.05% | 0.11% | Q2 2017 | Q2 2020 | 13 |
Zions Bancorporation | 10 | 1 | 0.00% | 0.06% | 0.41% | Q1 2015 | Q3 2018 | 13 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.04% | 0.25% | 0.67% | Q1 2014 | Q1 2021 | 13 |
Donald L. Hagan, LLC | 6 | 1 | 0.05% | 0.78% | 1.59% | Q3 2015 | Q1 2023 | 13 |
Convergence Investment Partners, LLC | 8 | 1 | 0.01% | 0.18% | 0.33% | Q4 2017 | Q4 2021 | 13 |
Cypress Capital Management LLC (WY) | 8 | 2 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q4 2021 | 13 |
1776 Wealth LLC | 13 | 13 | 0.24% | 0.29% | 0.33% | Q4 2019 | Q4 2022 | 13 |
HUTNER CAPITAL MANAGEMENT INC | 13 | 13 | 0.18% | 0.60% | 0.78% | Q3 2020 | Q3 2023 | 13 |
Truvestments Capital LLC | 5 | 1 | 0.04% | 0.31% | 0.95% | Q3 2018 | Q3 2023 | 13 |
Cornerstone Advisors, LLC | 7 | 1 | 0.09% | 0.56% | 0.72% | Q4 2019 | Q3 2023 | 13 |
Verde Capital Management | 13 | 13 | 0.44% | 0.83% | 1.17% | Q3 2020 | Q3 2023 | 13 |
Delta Investment Management, LLC | 11 | 2 | 0.06% | 0.38% | 1.30% | Q2 2019 | Q3 2023 | 13 |
Friedberg Investment Management | 13 | 13 | 2.56% | 3.36% | 4.58% | Q3 2014 | Q3 2017 | 13 |
MV CAPITAL MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 13 |
PEDDOCK CAPITAL ADVISORS, LLC | 8 | 1 | 0.06% | 0.08% | 0.11% | Q2 2017 | Q4 2021 | 13 |
Fosun International Ltd | 7 | 6 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q1 2022 | 13 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.16% | 0.23% | 0.42% | Q1 2019 | Q3 2023 | 13 |
D L CARLSON INVESTMENT GROUP INC | 13 | 13 | 0.56% | 1.08% | 1.44% | Q3 2020 | Q3 2023 | 13 |
Mattern Wealth Management LLC | 12 | 1 | 0.53% | 0.94% | 1.75% | Q4 2019 | Q3 2023 | 13 |
ELEMENT POINTE ADVISORS, LLC | 13 | 13 | 0.08% | 0.10% | 0.13% | Q1 2019 | Q1 2022 | 13 |
Apollon Wealth Management, LLC | 11 | 2 | 0.05% | 0.12% | 0.21% | Q2 2020 | Q3 2023 | 13 |
OFI Advisors LLC | 11 | 2 | 0.02% | 0.02% | 0.03% | Q1 2012 | Q3 2015 | 13 |
RBO & CO LLC | 13 | 13 | 0.08% | 0.11% | 0.13% | Q3 2020 | Q3 2023 | 13 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.05% | 0.14% | 0.70% | Q2 2013 | Q3 2023 | 13 |
Charles Schwab Trust Co | 11 | 2 | 0.03% | 0.06% | 0.10% | Q3 2019 | Q2 2023 | 13 |
FRIESS ASSOCIATES LLC | 12 | 1 | 0.01% | 1.41% | 2.11% | Q2 2013 | Q4 2016 | 13 |
CORNERSTONE ADVISORS INC | 12 | 1 | 0.00% | 0.23% | 0.42% | Q3 2015 | Q4 2021 | 13 |
ORRSTOWN FINANCIAL SERVICES INC | 13 | 13 | 0.68% | 0.95% | 1.30% | Q1 2019 | Q1 2022 | 13 |
Vantage Financial Partners Ltd., Inc. | 12 | 1 | 0.21% | 0.33% | 0.42% | Q1 2017 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 13 |
SouthState Corp | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
FIRST UNITED BANK & TRUST | 13 | 13 | 0.16% | 0.26% | 0.35% | Q3 2020 | Q3 2023 | 13 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.20% | 0.26% | 0.31% | Q4 2020 | Q3 2023 | 12 |
BRIDGES INVESTMENT MANAGEMENT INC | 12 | 12 | 0.01% | 0.38% | 0.52% | Q4 2020 | Q3 2023 | 12 |
OPTIMUM INVESTMENT ADVISORS | 7 | 5 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 12 |
Tufton Capital Management | 12 | 12 | 0.04% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
CARLSON CAPITAL L P | 7 | 1 | 0.11% | 0.56% | 0.92% | Q2 2013 | Q1 2018 | 12 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.01% | 0.11% | 0.53% | Q4 2017 | Q3 2023 | 12 |
SOMERVILLE KURT F | 6 | 3 | 0.01% | 0.04% | 0.05% | Q2 2015 | Q2 2022 | 12 |
REGENTATLANTIC CAPITAL LLC | 10 | 1 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2022 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.12% | 0.13% | 0.15% | Q2 2013 | Q1 2016 | 12 |
Mondrian Investment Partners LTD | 12 | 12 | 0.34% | 1.99% | 2.91% | Q4 2020 | Q3 2023 | 12 |
Virtus Fund Advisers, LLC | 10 | 2 | 0.00% | 0.26% | 0.44% | Q2 2014 | Q4 2017 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.01% | 0.37% | 0.54% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.08% | 0.18% | 0.22% | Q2 2013 | Q1 2016 | 12 |
Hillsdale Investment Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 12 |
Valmark Advisers, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
1st Global Advisors, Inc. | 10 | 2 | 0.04% | 0.06% | 0.14% | Q2 2013 | Q2 2017 | 12 |
VSR Financial Services, Inc. | 12 | 12 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q1 2016 | 12 |
Nikko Asset Management Americas, Inc. | 12 | 12 | 0.04% | 0.08% | 0.15% | Q4 2014 | Q3 2017 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q1 2021 | 12 |
SFMG, LLC | 12 | 12 | 0.37% | 0.50% | 0.56% | Q4 2014 | Q3 2017 | 12 |
BHF Kleinwort Benson Group S.A. | 12 | 12 | 0.03% | 0.15% | 0.29% | Q2 2013 | Q1 2016 | 12 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2021 | 12 |
Aft, Forsyth & Sober, LLC | 11 | 1 | 0.43% | 0.58% | 0.74% | Q2 2020 | Q3 2023 | 12 |
Camelot Portfolios, LLC | 8 | 1 | 0.14% | 0.33% | 0.77% | Q1 2014 | Q2 2020 | 12 |
LVZ, Inc. | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Matarin Capital Management, LLC | 12 | 12 | 0.07% | 0.34% | 0.60% | Q3 2015 | Q2 2018 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.08% | 0.20% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Waterfront Capital Partners, LLC | 5 | 2 | 0.43% | 2.65% | 6.10% | Q4 2013 | Q2 2023 | 12 |
FINANCIAL CONSULATE, INC | 12 | 12 | 0.10% | 0.15% | 0.23% | Q2 2020 | Q1 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.74% | 0.99% | 1.38% | Q4 2016 | Q3 2019 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.96% | 1.26% | 1.64% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.33% | 0.44% | 0.58% | Q4 2016 | Q3 2019 | 12 |
Flinton Capital Management LLC | 12 | 12 | 1.10% | 1.48% | 2.08% | Q4 2016 | Q3 2019 | 12 |
Radnor Capital Management, LLC | 10 | 2 | 0.09% | 0.18% | 0.42% | Q3 2020 | Q3 2023 | 12 |
Farmers & Merchants Trust Co of Chambersburg PA | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 12 |
Summit Trail Advisors, LLC | 8 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 12 |
Bogart Wealth, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2021 | 12 |
Strategic Wealth Partners, Ltd. | 8 | 1 | 0.00% | 0.11% | 0.40% | Q4 2017 | Q4 2022 | 12 |
Investors Research Corp | 7 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.07% | 0.10% | 0.16% | Q3 2020 | Q3 2023 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.58% | 1.03% | 1.27% | Q4 2018 | Q3 2021 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Claro Advisors LLC | 10 | 1 | 0.02% | 0.09% | 0.15% | Q4 2018 | Q2 2023 | 12 |
Ellis Investment Partners, LLC | 11 | 1 | 0.00% | 0.06% | 0.14% | Q3 2019 | Q3 2022 | 12 |
Grandview Asset Management LLC | 7 | 5 | 0.03% | 0.38% | 0.74% | Q4 2018 | Q3 2022 | 12 |
VeraBank, N.A. | 12 | 12 | 0.11% | 0.16% | 0.21% | Q1 2020 | Q4 2022 | 12 |
MIROVA | 12 | 12 | 0.05% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2021 | 12 |
Marcum Wealth, LLC | 12 | 12 | 0.08% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Wealth Alliance | 12 | 12 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.24% | 0.80% | 2.34% | Q4 2020 | Q3 2023 | 12 |
Professional Financial Advisors, LLC | 12 | 12 | 0.00% | 0.26% | 0.95% | Q4 2019 | Q3 2022 | 12 |
Modus Advisors, LLC | 11 | 1 | 0.02% | 0.17% | 0.24% | Q2 2020 | Q4 2023 | 12 |
Value Partners Investments Inc. | 11 | 1 | 0.03% | 0.18% | 0.49% | Q2 2020 | Q3 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 1.11% | 1.58% | 1.94% | Q4 2020 | Q3 2023 | 12 |
First Pacific Financial | 12 | 12 | 0.34% | 0.47% | 0.57% | Q4 2020 | Q3 2023 | 12 |
Rosenberg Matthew Hamilton | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.01% | 0.13% | 0.26% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.57% | 0.82% | 0.98% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.05% | 0.24% | Q4 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.31% | 0.67% | 0.92% | Q4 2020 | Q3 2023 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 2.00% | 2.37% | 2.79% | Q4 2020 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.10% | 0.50% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 1.28% | 1.67% | 2.02% | Q4 2020 | Q3 2023 | 12 |
4J Wealth Management LLC | 12 | 12 | 0.46% | 0.81% | 1.12% | Q4 2020 | Q3 2023 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 0.30% | 0.54% | 0.75% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 0.24% | 0.41% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.40% | 0.49% | 0.55% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.19% | 0.30% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Connolly Sarah T. | 12 | 12 | 0.85% | 0.94% | 1.06% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.12% | 0.23% | 0.32% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.62% | 0.77% | 0.86% | Q4 2020 | Q3 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.02% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.35% | 0.53% | 0.66% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.34% | 0.43% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.26% | 0.34% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.32% | 0.43% | 0.66% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.07% | 0.38% | 0.58% | Q4 2020 | Q3 2023 | 12 |
BREWIN DOLPHIN LTD | 11 | 1 | 0.00% | 0.07% | 0.18% | Q3 2017 | Q2 2022 | 12 |
Hudson Canyon Capital Management | 12 | 12 | 1.12% | 1.30% | 1.61% | Q4 2020 | Q3 2023 | 12 |
Ally Financial Inc. | 4 | 2 | 0.15% | 0.46% | 0.87% | Q2 2013 | Q3 2023 | 12 |
INSTITUTIONAL CAPITAL LLC | 12 | 12 | 0.19% | 1.19% | 3.02% | Q1 2014 | Q4 2016 | 12 |
MONTAG & CALDWELL, LLC | 12 | 12 | 0.02% | 1.02% | 2.11% | Q2 2018 | Q1 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.15% | 0.21% | 0.29% | Q2 2013 | Q1 2016 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.09% | 0.11% | 0.15% | Q4 2018 | Q3 2021 | 12 |
JAMES INVESTMENT RESEARCH INC | 7 | 5 | 0.01% | 0.14% | 0.39% | Q1 2019 | Q3 2023 | 12 |
QUEST CAPITAL MANAGEMENT INC /ADV | 12 | 12 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q4 2021 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
NORTH AMERICAN MANAGEMENT CORP | 12 | 12 | 1.84% | 2.20% | 2.52% | Q2 2018 | Q1 2021 | 12 |
QCI ASSET MANAGEMENT INC/NY | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2020 | 12 |
RAINIER INVESTMENT MANAGEMENT LLC | 11 | 1 | 0.12% | 0.31% | 0.53% | Q2 2013 | Q3 2017 | 12 |
Archon Partners LLC | 11 | 11 | 1.60% | 1.86% | 2.24% | Q1 2021 | Q3 2023 | 11 |
Werlinich Asset Management, LLC | 11 | 11 | 1.10% | 1.24% | 1.49% | Q1 2021 | Q3 2023 | 11 |
Confluence Wealth Management LLC | 11 | 11 | 0.35% | 0.48% | 0.69% | Q1 2018 | Q3 2020 | 11 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 11 | 11 | 0.03% | 0.14% | 0.20% | Q2 2019 | Q4 2021 | 11 |
Capstone Triton Financial Group, LLC | 7 | 4 | 0.76% | 1.04% | 1.27% | Q4 2020 | Q3 2023 | 11 |
John W. Brooker & Co., CPAs | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2022 | 11 |
EAGLE GLOBAL ADVISORS LLC | 11 | 11 | 0.27% | 0.45% | 0.55% | Q1 2021 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.08% | 0.14% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Reynders McVeigh Capital Management, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 11 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.04% | 0.20% | Q1 2015 | Q3 2023 | 11 |
Clal Insurance Enterprises Holdings Ltd | 11 | 11 | 0.38% | 0.47% | 0.55% | Q1 2021 | Q3 2023 | 11 |
CYPRESS ASSET MANAGEMENT INC/TX | 11 | 11 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q4 2022 | 11 |
HARBER ASSET MANAGEMENT LLC | 11 | 11 | 1.43% | 2.95% | 4.87% | Q1 2017 | Q3 2019 | 11 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q3 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.02% | 0.07% | 0.24% | Q4 2020 | Q4 2023 | 11 |
Artisan Partners Limited Partnership | 5 | 2 | 0.03% | 0.15% | 0.36% | Q2 2019 | Q1 2023 | 11 |
O'Brien Greene & Co. Inc | 11 | 11 | 0.12% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 11 |
JOHN G ULLMAN & ASSOCIATES INC | 11 | 11 | 0.37% | 0.63% | 1.28% | Q1 2021 | Q3 2023 | 11 |
INVESTMENT PARTNERS, LTD. | 11 | 11 | 0.11% | 0.18% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Rathbones Group PLC | 11 | 11 | 0.00% | 0.10% | 0.38% | Q1 2021 | Q3 2023 | 11 |
Raub Brock Capital Management LP | 11 | 11 | 3.56% | 3.98% | 4.68% | Q1 2020 | Q3 2022 | 11 |
Zweig-DiMenna Associates LLC | 4 | 1 | 0.12% | 0.75% | 1.35% | Q4 2013 | Q2 2023 | 11 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 11 | 11 | 0.38% | 0.45% | 0.52% | Q4 2020 | Q2 2023 | 11 |
Highstreet Asset Management Inc. | 11 | 11 | 0.07% | 0.59% | 1.02% | Q2 2017 | Q4 2019 | 11 |
Presima Securities ULC | 11 | 11 | 0.38% | 3.43% | 5.58% | Q1 2021 | Q3 2023 | 11 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.06% | 0.18% | Q4 2015 | Q3 2023 | 11 |
ASPIRIANT HOLDINGS S3, LLC | 11 | 11 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q4 2015 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.24% | 0.77% | 1.85% | Q4 2019 | Q2 2022 | 11 |
Accuvest Global Advisors | 5 | 1 | 0.03% | 0.21% | 0.87% | Q3 2013 | Q2 2020 | 11 |
Shannon River Fund Management LLC | 11 | 11 | 0.98% | 2.74% | 5.99% | Q2 2013 | Q4 2015 | 11 |
RMR Advisors LLC | 10 | 1 | 0.06% | 1.18% | 3.46% | Q4 2017 | Q3 2020 | 11 |
6 Meridian | 11 | 11 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q2 2020 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Euclid Advisors LLC | 7 | 1 | 0.01% | 0.14% | 0.26% | Q2 2013 | Q2 2016 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.54% | 0.75% | 0.92% | Q2 2013 | Q4 2015 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.23% | 0.29% | 0.33% | Q2 2020 | Q4 2022 | 11 |
Bellecapital International Ltd. | 11 | 11 | 0.11% | 0.18% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Crewe Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 11 |
PICTON MAHONEY ASSET MANAGEMENT | 7 | 2 | 0.00% | 0.14% | 0.22% | Q4 2017 | Q3 2023 | 11 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 2 | 0.01% | 0.26% | 0.72% | Q4 2015 | Q3 2022 | 11 |
Blossom Wealth Management | 11 | 11 | 1.12% | 1.77% | 2.40% | Q1 2021 | Q3 2023 | 11 |
WRAPMANAGER INC | 6 | 2 | 0.08% | 0.11% | 0.17% | Q1 2018 | Q2 2023 | 11 |
Cypress Capital, LLC | 11 | 11 | 0.20% | 0.51% | 1.68% | Q2 2020 | Q4 2022 | 11 |
JACOBS & CO/CA | 11 | 11 | 0.23% | 0.25% | 0.29% | Q1 2021 | Q3 2023 | 11 |
StoneX Group Inc. | 8 | 1 | 0.05% | 0.16% | 0.37% | Q2 2017 | Q3 2022 | 11 |
Stratos Wealth Advisors, LLC | 11 | 11 | 0.02% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
PrairieView Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.22% | 0.29% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Jump Trading, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2018 | 11 |
EII CAPITAL MANAGEMENT, INC. | 4 | 3 | 0.06% | 0.15% | 0.37% | Q1 2018 | Q3 2021 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.15% | 0.21% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Gladstone Institutional Advisory LLC | 11 | 11 | 0.02% | 0.08% | 0.17% | Q1 2021 | Q3 2023 | 11 |
FARALLON CAPITAL MANAGEMENT LLC | 11 | 11 | 0.59% | 2.92% | 5.17% | Q2 2013 | Q4 2015 | 11 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.27% | 0.72% | Q3 2014 | Q3 2022 | 11 |
MOSELEY INVESTMENT MANAGEMENT INC | 11 | 11 | 0.14% | 0.15% | 0.18% | Q3 2020 | Q1 2023 | 11 |
LINCLUDEN MANAGEMENT LTD | 11 | 11 | 0.25% | 0.43% | 0.67% | Q1 2021 | Q3 2023 | 11 |
9258 Wealth Management, LLC | 8 | 1 | 0.04% | 0.09% | 0.13% | Q2 2020 | Q2 2023 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.15% | 0.16% | 0.17% | Q2 2013 | Q4 2015 | 11 |
M. Kulyk & Associates, LLC | 11 | 11 | 0.94% | 1.55% | 2.23% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.03% | 0.29% | 0.93% | Q2 2013 | Q4 2015 | 11 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 5 | 2 | 0.06% | 0.20% | 0.35% | Q1 2017 | Q4 2023 | 11 |
TimesSquare Capital Management, LLC | 11 | 11 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.05% | 0.19% | 0.48% | Q1 2021 | Q3 2023 | 11 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 1 | 0.80% | 2.18% | 5.59% | Q2 2014 | Q2 2020 | 11 |
SANDLER CAPITAL MANAGEMENT | 6 | 1 | 0.03% | 0.14% | 0.84% | Q2 2013 | Q1 2019 | 11 |
BOK Financial Private Wealth, Inc. | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.09% | 0.21% | 0.30% | Q2 2013 | Q4 2015 | 11 |
KALMAR INVESTMENTS INC /DE/ | 11 | 11 | 0.22% | 0.33% | 0.54% | Q2 2013 | Q4 2015 | 11 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.07% | 0.09% | 0.11% | Q1 2016 | Q2 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.12% | 0.26% | 0.41% | Q1 2021 | Q3 2023 | 11 |
KANALY TRUST CO | 11 | 11 | 0.00% | 0.13% | 0.22% | Q2 2014 | Q4 2016 | 11 |
HARTLINE INVESTMENT CORP/ | 11 | 11 | 0.05% | 0.20% | 0.58% | Q4 2019 | Q2 2022 | 11 |
Royal Fund Management, LLC | 7 | 1 | 0.00% | 0.03% | 0.16% | Q1 2018 | Q3 2023 | 11 |
Green Alpha Advisors, LLC | 11 | 11 | 0.18% | 0.52% | 0.77% | Q2 2021 | Q4 2023 | 11 |
NFJ INVESTMENT GROUP, LLC | 11 | 11 | 0.34% | 1.77% | 3.65% | Q1 2021 | Q3 2023 | 11 |
Canal Capital Management, LLC | 10 | 1 | 0.05% | 0.51% | 0.61% | Q4 2019 | Q2 2023 | 11 |
ARGI Investment Services, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.06% | 0.08% | 0.12% | Q4 2017 | Q2 2020 | 11 |
Teamwork Financial Advisors, LLC | 6 | 5 | 0.06% | 0.23% | 0.53% | Q1 2020 | Q3 2023 | 11 |
BOENNING & SCATTERGOOD, INC. | 11 | 11 | 0.16% | 0.18% | 0.22% | Q2 2020 | Q4 2022 | 11 |
Lineweaver Wealth Advisors, LLC | 10 | 1 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 11 |
Senator Investment Group LP | 11 | 11 | 0.55% | 2.05% | 3.33% | Q4 2013 | Q2 2016 | 11 |
Arlington Partners LLC | 11 | 11 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q2 2023 | 11 |
DIALECTIC CAPITAL MANAGEMENT, LP | 8 | 8 | 0.28% | 0.61% | 1.41% | Q2 2013 | Q1 2015 | 11 |
NAVELLIER & ASSOCIATES INC | 5 | 3 | 0.01% | 1.13% | 3.13% | Q3 2012 | Q2 2020 | 11 |
B&I Capital AG | 11 | 11 | 1.50% | 2.09% | 2.97% | Q4 2020 | Q2 2023 | 11 |
CADIAN CAPITAL MANAGEMENT, LP | 11 | 11 | 0.97% | 3.21% | 5.58% | Q1 2016 | Q3 2018 | 11 |
CCLA Investment Management | 6 | 5 | 0.65% | 1.01% | 1.24% | Q4 2020 | Q3 2023 | 11 |
One Charles Private Wealth Services, LLC | 10 | 1 | 0.13% | 0.23% | 0.32% | Q2 2020 | Q3 2023 | 11 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 3 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q3 2020 | 11 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
StrategIQ Financial Group, LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q1 2023 | 10 |
Grantham, Mayo, Van Otterloo & Co. LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Summit Financial, LLC | 10 | 10 | 0.02% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Peregrine Asset Advisers, Inc. | 7 | 3 | 0.21% | 0.69% | 2.39% | Q4 2017 | Q2 2020 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Activest Wealth Management | 8 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2015 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Cable Hill Partners, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2019 | 10 |
Graypoint LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Golden State Wealth Management, LLC | 4 | 1 | 0.02% | 0.09% | 0.19% | Q1 2019 | Q1 2022 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Teza Capital Management LLC | 3 | 1 | 0.06% | 0.44% | 1.14% | Q4 2017 | Q3 2021 | 10 |
Pinnacle Wealth Management Group, Inc. | 10 | 10 | 0.39% | 0.76% | 1.03% | Q2 2021 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.40% | 0.69% | 0.90% | Q3 2021 | Q4 2023 | 10 |
Coyle Financial Counsel LLC | 9 | 1 | 0.01% | 0.22% | 0.34% | Q2 2018 | Q3 2023 | 10 |
Burns Matteson Capital Management, LLC | 10 | 10 | 0.32% | 0.44% | 0.54% | Q1 2021 | Q2 2023 | 10 |
Highlander Capital Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Estabrook Capital Management | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 10 |
Unigestion Holding SA | 6 | 4 | 0.01% | 0.60% | 1.23% | Q4 2018 | Q2 2021 | 10 |
Phoenix Holdings Ltd. | 9 | 1 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 10 |
PDS Planning, Inc | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Pearl River Capital, LLC | 3 | 1 | 0.07% | 0.50% | 1.16% | Q4 2018 | Q1 2023 | 10 |
CAXTON CORP | 6 | 4 | 0.14% | 0.44% | 1.00% | Q1 2019 | Q1 2022 | 10 |
Investment Research & Advisory Group, Inc. | 10 | 10 | 0.16% | 0.19% | 0.23% | Q4 2019 | Q1 2022 | 10 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.08% | 0.16% | Q1 2015 | Q3 2023 | 10 |
AJ WEALTH STRATEGIES, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
FORA Capital, LLC | 5 | 1 | 0.03% | 0.47% | 0.73% | Q4 2019 | Q3 2023 | 10 |
Border to Coast Pensions Partnership Ltd | 10 | 10 | 0.84% | 2.10% | 3.50% | Q2 2021 | Q3 2023 | 10 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.14% | 0.31% | 0.90% | Q4 2015 | Q3 2023 | 10 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.05% | 0.44% | 1.17% | Q1 2020 | Q2 2023 | 10 |
GRIES FINANCIAL LLC | 10 | 10 | 0.09% | 0.59% | 1.38% | Q1 2021 | Q2 2023 | 10 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 10 |
CAMDEN NATIONAL BANK | 10 | 10 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q2 2022 | 10 |
Adams Chetwood Wealth Management LLC | 10 | 10 | 0.68% | 0.88% | 1.23% | Q4 2019 | Q1 2022 | 10 |
FORTEM FINANCIAL GROUP, LLC | 7 | 3 | 0.09% | 0.52% | 0.88% | Q4 2018 | Q1 2022 | 10 |
PATRON PARTNERS, LLC | 10 | 10 | 0.15% | 0.54% | 0.66% | Q4 2020 | Q1 2023 | 10 |
DRW Securities, LLC | 4 | 1 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 10 |
Union Bancaire Privee Asset Management LLC | 10 | 10 | 2.21% | 2.87% | 3.48% | Q4 2018 | Q1 2021 | 10 |
West Branch Capital LLC | 10 | 10 | 0.02% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
PARNASSUS INVESTMENTS, LLC | 10 | 10 | 0.96% | 1.53% | 2.06% | Q1 2021 | Q2 2023 | 10 |
Empire Life Investments Inc. | 8 | 2 | 0.16% | 0.35% | 0.51% | Q4 2017 | Q4 2020 | 10 |
DELTA FINANCIAL ADVISORS LLC | 10 | 10 | 0.11% | 0.15% | 0.20% | Q2 2021 | Q3 2023 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.08% | 0.12% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Harrison Street Securities, LLC | 8 | 2 | 5.77% | 6.70% | 8.35% | Q2 2013 | Q3 2016 | 10 |
Columbia Trust Co 01012016 | 7 | 3 | 0.10% | 0.27% | 0.55% | Q4 2019 | Q2 2022 | 10 |
Anson Funds Management LP | 10 | 10 | 0.18% | 0.43% | 0.83% | Q1 2020 | Q2 2022 | 10 |
Palisades Hudson Asset Management, L.P. | 9 | 1 | 0.10% | 0.12% | 0.16% | Q4 2019 | Q2 2022 | 10 |
Arbor Wealth Management, LLC | 10 | 10 | 0.42% | 0.53% | 0.63% | Q4 2015 | Q1 2018 | 10 |
EAGLE ASSET MANAGEMENT INC | 4 | 2 | 0.00% | 0.06% | 0.37% | Q2 2017 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2022 | 10 |
Bruderman Asset Management, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2019 | 10 |
COLLECTIVE FAMILY OFFICE LLC | 10 | 10 | 0.09% | 0.19% | 0.30% | Q4 2020 | Q1 2023 | 10 |
ASSOCIATED BANC-CORP | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2021 | 10 |
SWS Partners | 5 | 2 | 0.03% | 0.66% | 1.08% | Q4 2017 | Q3 2023 | 10 |
Ascent Wealth Partners, LLC | 10 | 10 | 0.22% | 0.31% | 0.38% | Q1 2021 | Q2 2023 | 10 |
HOMESTEAD ADVISERS CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Walleye Capital LLC | 4 | 2 | 0.00% | 0.16% | 1.16% | Q2 2020 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
BBT Capital Management, LLC | 4 | 2 | 0.08% | 0.29% | 0.44% | Q2 2013 | Q3 2016 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 2.12% | 2.83% | 3.66% | Q4 2020 | Q3 2023 | 10 |
Dempze Nancy E | 10 | 10 | 0.15% | 0.21% | 0.28% | Q1 2020 | Q2 2022 | 10 |
Fiera Capital Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2022 | 10 |
McClarren Financial Advisors, Inc. | 6 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 10 |
TAMRO Capital Partners LLC | 10 | 10 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q3 2015 | 10 |
IVC Wealth Advisors LLC | 10 | 10 | 0.14% | 0.18% | 0.22% | Q1 2021 | Q2 2023 | 10 |
IBERIABANK CORP | 10 | 10 | 0.16% | 0.57% | 0.81% | Q1 2018 | Q2 2020 | 10 |
EMFO, LLC | 10 | 10 | 0.02% | 0.18% | 0.38% | Q2 2021 | Q3 2023 | 10 |
PFG Advisors | 10 | 10 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2023 | 10 |
Empowered Funds, LLC | 10 | 10 | 0.02% | 0.08% | 0.17% | Q2 2021 | Q3 2023 | 10 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7 | 1 | 0.00% | 0.26% | 2.33% | Q2 2013 | Q4 2020 | 10 |
Amundi | 10 | 10 | 0.15% | 0.24% | 0.36% | Q2 2021 | Q3 2023 | 10 |
GRIMES & COMPANY, INC. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
TRH Financial, LLC | 9 | 1 | 0.08% | 0.21% | 0.40% | Q4 2019 | Q2 2022 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
Clarus Wealth Advisors | 10 | 10 | 0.22% | 0.40% | 0.74% | Q4 2017 | Q1 2020 | 10 |
Howard Capital Management Group, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Intersect Capital LLC | 5 | 2 | 0.02% | 0.06% | 0.13% | Q4 2014 | Q2 2022 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.01% | 0.01% | 0.05% | Q4 2016 | Q1 2019 | 10 |
Allen Capital Group, LLC | 7 | 3 | 0.07% | 0.11% | 0.15% | Q1 2021 | Q3 2023 | 10 |
CHICAGO EQUITY PARTNERS LLC | 6 | 4 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q1 2020 | 10 |
WRIGHT INVESTORS SERVICE INC | 6 | 4 | 0.09% | 0.33% | 0.62% | Q2 2017 | Q4 2020 | 10 |
Capital Innovations LLC | 4 | 2 | 0.24% | 0.67% | 1.15% | Q4 2013 | Q3 2017 | 10 |
Global Trust Asset Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 10 |
Insight Folios Inc | 9 | 9 | 0.12% | 0.16% | 0.24% | Q3 2021 | Q3 2023 | 9 |
RVB CAPITAL MANAGEMENT LLC | 7 | 2 | 1.05% | 2.08% | 3.32% | Q4 2017 | Q1 2022 | 9 |
AIA Group Ltd | 8 | 1 | 0.01% | 0.03% | 0.10% | Q4 2020 | Q2 2023 | 9 |
USCA RIA LLC | 9 | 9 | 0.03% | 0.10% | 0.57% | Q2 2019 | Q2 2021 | 9 |
Icon Wealth Partners, LLC | 5 | 1 | 0.02% | 0.21% | 0.35% | Q4 2017 | Q2 2022 | 9 |
Abbrea Capital, LLC | 9 | 9 | 0.05% | 0.11% | 0.18% | Q2 2021 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.16% | 0.20% | 0.24% | Q2 2013 | Q2 2015 | 9 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 9 | 9 | 0.50% | 0.85% | 1.15% | Q3 2021 | Q3 2023 | 9 |
Laffer Tengler Investments, Inc. | 5 | 4 | 0.00% | 0.26% | 0.64% | Q2 2015 | Q2 2023 | 9 |
AUA CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Boit C F David | 5 | 4 | 0.85% | 1.24% | 1.58% | Q2 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q2 2023 | 9 |
Spectrum Management Group, LLC | 8 | 1 | 0.00% | 0.05% | 0.10% | Q1 2019 | Q3 2021 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.07% | 0.14% | 0.31% | Q1 2021 | Q1 2023 | 9 |
SpiderRock Advisors, LLC | 3 | 3 | 0.01% | 0.12% | 0.74% | Q1 2017 | Q3 2017 | 9 |
Telemark Asset Management, LLC | 6 | 3 | 0.73% | 1.97% | 3.50% | Q3 2014 | Q2 2018 | 9 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.04% | 0.16% | 0.35% | Q2 2013 | Q4 2018 | 9 |
ROTHSCHILD INVESTMENT LLC /IL | 8 | 1 | 0.06% | 0.47% | 0.61% | Q2 2013 | Q3 2023 | 9 |
Eudaimonia Partners, LLC | 7 | 2 | 0.27% | 0.33% | 0.37% | Q2 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
LAKE STREET PRIVATE WEALTH, LLC | 6 | 1 | 0.04% | 0.09% | 0.15% | Q3 2019 | Q1 2022 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.05% | 0.07% | 0.09% | Q4 2014 | Q4 2016 | 9 |
Veery Capital, LLC | 9 | 9 | 0.15% | 0.17% | 0.19% | Q4 2020 | Q4 2022 | 9 |
Winch Advisory Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Insight Advisors, LLC/ PA | 9 | 9 | 0.07% | 0.08% | 0.11% | Q4 2020 | Q4 2022 | 9 |
Perella Weinberg Partners Capital Management LP | 4 | 1 | 0.12% | 0.60% | 1.75% | Q2 2013 | Q1 2018 | 9 |
PAYDEN & RYGEL | 5 | 1 | 0.01% | 0.38% | 1.64% | Q1 2020 | Q2 2023 | 9 |
Osborn Williams & Donohoe LLC | 9 | 9 | 0.08% | 0.29% | 0.62% | Q1 2018 | Q1 2020 | 9 |
LOEB PARTNERS CORP | 6 | 1 | 0.16% | 1.40% | 1.73% | Q2 2013 | Q3 2017 | 9 |
New England Private Wealth Advisors LLC | 9 | 9 | 0.06% | 0.08% | 0.12% | Q3 2017 | Q3 2019 | 9 |
Human Investing LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Arcus Capital Partners, LLC | 7 | 1 | 0.06% | 0.10% | 0.16% | Q4 2019 | Q2 2023 | 9 |
Meritage Group LP | 8 | 1 | 1.40% | 4.47% | 6.68% | Q1 2014 | Q1 2018 | 9 |
Robertson Stephens Wealth Management, LLC | 4 | 2 | 0.02% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 9 |
CHILDRESS CAPITAL ADVISORS, LLC | 9 | 9 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q4 2022 | 9 |
Cavalier Investments, LLC | 6 | 3 | 0.20% | 0.42% | 0.80% | Q4 2019 | Q4 2022 | 9 |
JLP Asset Management, LLC | 9 | 9 | 4.95% | 7.72% | 10.18% | Q1 2020 | Q1 2022 | 9 |
NorthRock Partners, LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.05% | 0.12% | 0.21% | Q1 2018 | Q3 2023 | 9 |
FORBES J M & CO LLP | 9 | 9 | 0.73% | 0.79% | 0.86% | Q3 2020 | Q3 2022 | 9 |
Signet Investment Advisory Group, Inc. | 9 | 9 | 0.14% | 0.17% | 0.19% | Q2 2021 | Q2 2023 | 9 |
Sargent Investment Group, LLC | 8 | 1 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 9 |
HEITMAN REAL ESTATE SECURITIES LLC | 9 | 9 | 0.74% | 1.82% | 3.57% | Q3 2021 | Q3 2023 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.13% | 0.42% | 1.15% | Q4 2020 | Q4 2022 | 9 |
Sitrin Capital Management LLC | 9 | 9 | 2.63% | 3.79% | 4.39% | Q4 2015 | Q4 2017 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Jupiter Investment Management Ltd | 4 | 1 | 0.01% | 0.10% | 0.28% | Q4 2013 | Q1 2020 | 9 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.01% | 0.34% | 0.50% | Q4 2021 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Laurel Wealth Advisors, Inc. | 4 | 1 | 0.02% | 0.05% | 0.10% | Q3 2017 | Q4 2022 | 9 |
OXFORD ASSET MANAGEMENT LLP | 5 | 4 | 0.01% | 0.05% | 0.12% | Q1 2017 | Q3 2019 | 9 |
SYMPHONY ASSET MANAGEMENT LLC | 9 | 9 | 0.14% | 0.20% | 0.28% | Q2 2016 | Q2 2018 | 9 |
Greenwich Wealth Management LLC | 8 | 1 | 0.06% | 0.17% | 0.86% | Q2 2019 | Q3 2023 | 9 |
Baillie Gifford | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
C M BIDWELL & ASSOCIATES LTD | 4 | 1 | 0.01% | 0.52% | 1.56% | Q3 2014 | Q3 2020 | 9 |
ACIMA PRIVATE WEALTH, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q4 2020 | 9 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 1 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 9 |
KB FINANCIAL PARTNERS, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
Disciplined Investments, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Shorepoint Capital Partners LLC | 8 | 1 | 0.16% | 0.36% | 0.45% | Q1 2021 | Q2 2023 | 9 |
Jump Financial, LLC | 4 | 2 | 0.02% | 0.11% | 0.28% | Q3 2020 | Q3 2023 | 9 |
Riggs Asset Managment Co. Inc. | 5 | 4 | 0.00% | 1.05% | 2.81% | Q1 2016 | Q1 2023 | 9 |
Capital Advisors, Ltd. LLC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 9 |
Cooper Financial Group | 9 | 9 | 0.05% | 0.08% | 0.14% | Q3 2019 | Q3 2021 | 9 |
Independent Wealth Network Inc. | 4 | 4 | 0.02% | 0.14% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Soros Fund Management | 4 | 2 | 0.01% | 0.14% | 0.64% | Q3 2013 | Q2 2020 | 9 |
EMERALD ADVISERS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
Oxbow Advisors, LLC | 9 | 9 | 0.08% | 0.91% | 1.39% | Q4 2020 | Q4 2022 | 9 |
Integrated Wealth Management | 9 | 9 | 0.08% | 0.10% | 0.13% | Q1 2015 | Q1 2017 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.34% | 0.83% | 1.21% | Q3 2021 | Q3 2023 | 9 |
MidWestOne Financial Group, Inc. | 8 | 1 | 0.06% | 0.17% | 0.31% | Q2 2021 | Q3 2023 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.08% | 0.36% | 0.54% | Q3 2017 | Q3 2019 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.38% | 0.52% | 0.63% | Q3 2021 | Q3 2023 | 9 |
Crestwood Capital Management, L.P. | 5 | 1 | 0.62% | 4.11% | 8.12% | Q2 2013 | Q1 2017 | 9 |
Agate Pass Investment Management, LLC | 9 | 9 | 0.18% | 0.28% | 0.35% | Q4 2021 | Q4 2023 | 9 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 7 | 2 | 0.02% | 0.06% | 0.14% | Q3 2020 | Q4 2022 | 9 |
Constellation Wealth Advisors, LLC | 9 | 9 | 0.21% | 0.27% | 0.32% | Q2 2013 | Q2 2015 | 9 |
D. SCOTT NEAL, INC. | 9 | 9 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q1 2018 | 9 |
Morningstar Investment Services LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.05% | 0.16% | Q2 2021 | Q3 2023 | 9 |
BELLEVUE ASSET MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
NATIONAL PLANNING CORP | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2017 | 9 |
James Hambro & Partners | 8 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 9 |
GeoWealth Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
BCWM, LLC | 9 | 9 | 1.39% | 1.72% | 2.11% | Q3 2021 | Q3 2023 | 9 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 4 | 2 | 0.01% | 0.40% | 0.86% | Q2 2013 | Q4 2020 | 9 |
Covea Finance | 9 | 9 | 0.51% | 1.90% | 4.16% | Q4 2021 | Q4 2023 | 9 |
Georgetown University | 8 | 1 | 1.11% | 1.42% | 2.13% | Q4 2020 | Q3 2023 | 9 |
ENDEAVOUR CAPITAL ADVISORS INC | 9 | 9 | 0.14% | 0.54% | 0.67% | Q4 2014 | Q4 2016 | 9 |
MIRABELLA FINANCIAL SERVICES LLP | 6 | 1 | 0.03% | 0.92% | 2.36% | Q1 2020 | Q3 2023 | 9 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 9 | 9 | 0.07% | 0.49% | 1.25% | Q3 2017 | Q3 2019 | 9 |
Community Financial Services Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 9 |
Heritage Investment Group, Inc. | 8 | 8 | 0.07% | 0.18% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Campbell & CO Investment Adviser LLC | 3 | 2 | 0.03% | 0.11% | 0.24% | Q1 2019 | Q3 2023 | 8 |
PYA Waltman Capital, LLC | 8 | 8 | 0.00% | 0.21% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Oakworth Capital, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.05% | 0.16% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Parcion Private Wealth LLC | 6 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2022 | 8 |
MAKENA CAPITAL MANAGEMENT LLC | 8 | 8 | 0.84% | 1.12% | 1.72% | Q2 2020 | Q1 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q2 2023 | 8 |
Sands Capital Management | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2018 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.02% | 0.19% | 0.40% | Q1 2015 | Q3 2019 | 8 |
MENTA CAPITAL LLC | 3 | 1 | 0.03% | 0.19% | 0.43% | Q3 2013 | Q1 2019 | 8 |
Sapphire Star Partners LP | 8 | 8 | 0.28% | 0.38% | 0.50% | Q1 2017 | Q4 2018 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.24% | 0.38% | 0.46% | Q2 2019 | Q1 2021 | 8 |
Gratus Capital, LLC | 5 | 3 | 0.09% | 0.54% | 0.68% | Q4 2014 | Q3 2023 | 8 |
CAT ROCK CAPITAL MANAGEMENT LP | 8 | 8 | 5.65% | 12.25% | 21.74% | Q4 2015 | Q3 2017 | 8 |
TWIN CAPITAL MANAGEMENT INC | 7 | 1 | 0.02% | 0.08% | 0.10% | Q2 2013 | Q4 2021 | 8 |
Tortoise Investment Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
Bernicke Wealth Management, Ltd. | 8 | 8 | 0.52% | 0.63% | 0.75% | Q2 2018 | Q1 2020 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q4 2014 | 8 |
JAMISON EATON & WOOD INC /NJ | 8 | 8 | 0.54% | 0.69% | 0.92% | Q2 2013 | Q1 2015 | 8 |
HARBOR ADVISORY CORP /MA/ | 8 | 8 | 0.14% | 0.19% | 0.32% | Q4 2020 | Q3 2022 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q1 2015 | 8 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.03% | 0.10% | 0.28% | Q3 2014 | Q1 2023 | 8 |
McGowan Group Asset Management, Inc. | 6 | 2 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q2 2022 | 8 |
TREES INVESTMENT COUNSEL LLC | 8 | 8 | 1.31% | 1.75% | 1.94% | Q4 2013 | Q3 2015 | 8 |
JARISLOWSKY, FRASER Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
AMICA PENSION FUND BOARD OF TRUSTEES | 6 | 2 | 0.25% | 0.57% | 0.89% | Q4 2016 | Q4 2018 | 8 |
PDT Partners, LLC | 5 | 1 | 0.08% | 0.23% | 0.44% | Q2 2013 | Q3 2015 | 8 |
Itau Unibanco Holding S.A. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 8 |
Skye Global Management LP | 4 | 1 | 0.05% | 0.60% | 1.39% | Q4 2017 | Q1 2021 | 8 |
Tesco Pension Investment Ltd | 8 | 8 | 1.23% | 1.82% | 2.52% | Q3 2020 | Q2 2022 | 8 |
CLINTON GROUP INC | 4 | 1 | 0.01% | 0.12% | 0.35% | Q2 2013 | Q3 2017 | 8 |
CAZ INVESTMENTS LP | 8 | 8 | 0.21% | 0.80% | 2.16% | Q1 2021 | Q4 2022 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.13% | 0.16% | 0.19% | Q2 2013 | Q1 2015 | 8 |
Litman Gregory Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
HIGHLAND CAPITAL MANAGEMENT LP | 6 | 1 | 0.04% | 0.14% | 0.22% | Q3 2013 | Q4 2018 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.23% | 0.28% | 0.34% | Q2 2013 | Q1 2015 | 8 |
AMERICAN NATIONAL BANK | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.19% | 0.20% | 0.22% | Q2 2013 | Q1 2015 | 8 |
HCR Wealth Advisors | 8 | 8 | 0.05% | 0.47% | 0.57% | Q2 2020 | Q1 2022 | 8 |
LWM Advisory Services, LLC | 8 | 8 | 0.47% | 0.75% | 1.07% | Q4 2021 | Q3 2023 | 8 |
BANQUE PICTET & CIE SA | 8 | 8 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
Yorktown Management & Research Co Inc | 8 | 8 | 0.08% | 0.27% | 0.59% | Q3 2018 | Q2 2020 | 8 |
Caption Management, LLC | 2 | 1 | 0.04% | 0.45% | 1.23% | Q1 2020 | Q3 2023 | 8 |
NORTHERN CAPITAL MANAGEMENT LLC | 8 | 8 | 0.81% | 1.05% | 1.24% | Q1 2017 | Q4 2018 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Sompo Asset Management Co., Ltd. | 4 | 1 | 0.04% | 0.14% | 0.50% | Q1 2020 | Q3 2022 | 8 |
Quantamental Technologies LLC | 4 | 1 | 0.02% | 0.44% | 1.20% | Q4 2018 | Q4 2022 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.19% | 0.27% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Cypress Capital Group | 8 | 8 | 0.17% | 0.25% | 0.35% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.06% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 1.25% | 1.56% | 1.84% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.03% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Virtus Investment Advisers, Inc. | 6 | 2 | 0.03% | 0.26% | 0.39% | Q3 2016 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.05% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.10% | 0.22% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Accredited Investors Inc. | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.14% | 0.24% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.72% | 0.81% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.35% | 0.69% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.77% | 1.33% | 1.84% | Q4 2021 | Q3 2023 | 8 |
Keystone Financial Group | 6 | 2 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q2 2022 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.31% | 0.42% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 1.46% | 2.06% | 2.61% | Q4 2021 | Q3 2023 | 8 |
COMMONS CAPITAL, LLC | 8 | 8 | 1.06% | 1.45% | 1.85% | Q4 2021 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.11% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.18% | 0.20% | 0.23% | Q4 2014 | Q3 2016 | 8 |
Buckley Wealth Management, LLC | 8 | 8 | 0.09% | 0.23% | 0.32% | Q3 2021 | Q2 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Granite Bay Wealth Management, LLC | 8 | 8 | 0.30% | 0.43% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Mendel Capital Management LLC | 8 | 8 | 0.53% | 0.62% | 0.72% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.22% | 0.31% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q1 2016 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Meristem Family Wealth, LLC | 8 | 8 | 0.04% | 0.08% | 0.16% | Q2 2020 | Q1 2022 | 8 |
Marion Wealth Management | 8 | 8 | 0.17% | 0.22% | 0.29% | Q4 2021 | Q3 2023 | 8 |
PLIMOTH TRUST CO LLC | 8 | 8 | 0.06% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Sequent Asset Management, LLC | 7 | 1 | 0.28% | 0.33% | 0.39% | Q1 2021 | Q1 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 0.61% | 0.85% | 1.05% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.25% | 0.39% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.02% | 0.33% | 2.46% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.24% | 0.33% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.26% | 0.35% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Alapocas Investment Partners, Inc. | 8 | 8 | 3.98% | 5.73% | 7.24% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.55% | 0.81% | 0.95% | Q4 2021 | Q3 2023 | 8 |
Seneca House Advisors | 8 | 8 | 0.67% | 1.06% | 1.30% | Q3 2021 | Q2 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.08% | 0.16% | 0.24% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.41% | 0.67% | 0.95% | Q4 2021 | Q3 2023 | 8 |
INVESTMENT CENTERS OF AMERICA INC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q3 2017 | 8 |
American Trust | 8 | 8 | 0.25% | 0.29% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.75% | 0.98% | 1.19% | Q4 2021 | Q3 2023 | 8 |
Vert Asset Management LLC | 8 | 8 | 6.98% | 7.41% | 8.51% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.66% | 0.81% | 1.07% | Q4 2021 | Q3 2023 | 8 |
AlphaOne Investment Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2019 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
CHANNING GLOBAL ADVISORS, LLC | 8 | 8 | 1.63% | 2.54% | 3.19% | Q4 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.17% | 0.37% | Q2 2015 | Q3 2023 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2022 | 8 |
Mill Capital Management, LLC | 8 | 8 | 1.88% | 2.53% | 3.05% | Q4 2021 | Q3 2023 | 8 |
DUALITY ADVISERS, LP | 3 | 1 | 0.04% | 0.40% | 0.60% | Q2 2019 | Q3 2023 | 8 |
Swaine & Leidel Wealth Services, LLC | 8 | 8 | 2.16% | 2.77% | 3.76% | Q2 2019 | Q1 2021 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.77% | 1.05% | 1.33% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 1.00% | 1.19% | 1.37% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.36% | 0.49% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.46% | 0.56% | 0.66% | Q4 2021 | Q3 2023 | 8 |
DMC Group, LLC | 8 | 8 | 0.24% | 0.40% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Clark Capital Management Group, Inc. | 4 | 4 | 0.21% | 0.31% | 0.40% | Q2 2020 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Riverwater Partners LLC | 7 | 1 | 0.22% | 0.38% | 0.55% | Q4 2021 | Q4 2023 | 8 |
Nachman Norwood & Parrott, Inc | 8 | 8 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q2 2021 | 8 |
CenterBook Partners LP | 8 | 8 | 0.69% | 1.33% | 2.10% | Q4 2021 | Q3 2023 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2019 | 8 |
FourThought Financial, LLC | 8 | 8 | 1.84% | 1.94% | 2.16% | Q4 2020 | Q3 2022 | 8 |
NEW YORK LIFE TRUST CO | 5 | 1 | 0.01% | 0.24% | 0.40% | Q2 2013 | Q1 2017 | 8 |
Daiwa SB Investments Ltd. | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.18% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.02% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Baker Avenue Asset Management, LP | 6 | 2 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 8 |
Naviter Wealth, LLC | 8 | 8 | 0.67% | 1.08% | 1.45% | Q4 2021 | Q3 2023 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.44% | 0.80% | 1.06% | Q4 2020 | Q3 2022 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.79% | 0.85% | 0.89% | Q2 2013 | Q1 2015 | 8 |
Semmax Financial Advisors Inc. | 8 | 8 | 0.00% | 0.05% | 0.36% | Q4 2018 | Q3 2020 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.07% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.11% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Vancity Investment Management Ltd | 8 | 8 | 0.74% | 1.00% | 1.23% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
FCF Advisors LLC | 8 | 8 | 0.68% | 1.00% | 1.29% | Q1 2021 | Q4 2022 | 8 |
Cornerstone Wealth Group, LLC | 6 | 2 | 0.05% | 0.70% | 1.27% | Q2 2019 | Q4 2021 | 8 |
Quaero Capital S.A. | 5 | 1 | 0.44% | 0.91% | 2.05% | Q4 2020 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Kaizen Financial Strategies | 6 | 2 | 0.18% | 0.28% | 0.41% | Q4 2020 | Q4 2022 | 8 |
Ameritas Investment Company, LLC | 6 | 1 | 0.00% | 0.04% | 0.12% | Q4 2018 | Q3 2021 | 8 |
TPI Fund Managers Ltd | 8 | 8 | 1.24% | 1.82% | 2.52% | Q3 2020 | Q2 2022 | 8 |
Zeno Research, LLC | 3 | 1 | 3.89% | 5.19% | 6.49% | Q4 2020 | Q2 2023 | 8 |
ALPHA WINDWARD LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.92% | 1.04% | 1.28% | Q4 2021 | Q3 2023 | 8 |
P.R. Herzig & Co. Inc. | 8 | 8 | 0.80% | 1.08% | 1.30% | Q3 2016 | Q2 2018 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.11% | 0.19% | 0.24% | Q4 2021 | Q2 2023 | 7 |
Fulcrum Asset Management LLP | 4 | 3 | 0.19% | 0.50% | 1.15% | Q2 2020 | Q1 2022 | 7 |
FFT WEALTH MANAGEMENT LLC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q1 2023 | 7 |
Compass Ion Advisors, LLC | 4 | 1 | 0.07% | 0.12% | 0.20% | Q4 2019 | Q4 2021 | 7 |
Platform Technology Partners | 6 | 1 | 0.11% | 0.21% | 0.27% | Q4 2020 | Q3 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.06% | 0.07% | 0.11% | Q2 2013 | Q4 2014 | 7 |
Exchange Capital Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
Clear Perspective Advisors, LLC | 5 | 1 | 0.01% | 0.05% | 0.25% | Q2 2017 | Q4 2021 | 7 |
BANK OF HAWAII | 7 | 7 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q2 2020 | 7 |
Holocene Advisors, LP | 3 | 1 | 0.01% | 0.17% | 0.82% | Q3 2020 | Q3 2023 | 7 |
Price Wealth, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2020 | 7 |
Harbour Capital Advisors, LLC | 3 | 1 | 0.03% | 0.06% | 0.09% | Q1 2017 | Q2 2022 | 7 |
Lebenthal Global Advisors, LLC | 6 | 1 | 0.04% | 0.21% | 0.30% | Q4 2020 | Q4 2022 | 7 |
BALASA DINVERNO & FOLTZ LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 7 |
Varma Mutual Pension Insurance Co | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
TLP GROUP LLC | 3 | 1 | 0.01% | 0.22% | 0.38% | Q4 2015 | Q3 2018 | 7 |
FCG ADVISORS, LLC | 7 | 7 | 0.07% | 0.10% | 0.11% | Q1 2019 | Q3 2020 | 7 |
Crescent Grove Advisors, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 6 | 1 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q4 2020 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Harvest Investment Services, LLC | 6 | 1 | 0.17% | 0.25% | 0.48% | Q2 2020 | Q3 2023 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 1 | 0.03% | 0.09% | 0.28% | Q3 2020 | Q3 2023 | 7 |
Ruggie Capital Group | 7 | 7 | 0.02% | 0.04% | 0.09% | Q4 2017 | Q2 2019 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q4 2017 | 7 |
Garde Capital, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Golden State Equity Partners | 4 | 3 | 0.08% | 0.17% | 0.41% | Q2 2021 | Q3 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.02% | 0.07% | 0.09% | Q4 2017 | Q2 2021 | 7 |
Gerstein Fisher | 7 | 7 | 0.03% | 0.06% | 0.15% | Q4 2014 | Q2 2016 | 7 |
COOKSON PEIRCE & CO INC | 7 | 7 | 1.92% | 3.03% | 3.44% | Q4 2018 | Q2 2020 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q3 2019 | 7 |
Clean Yield Group | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 7 |
CENTRAL BANK & TRUST CO | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 7 |
Bickling Financial Services, Inc. | 7 | 7 | 0.17% | 0.24% | 0.32% | Q2 2021 | Q4 2022 | 7 |
Malaga Cove Capital, LLC | 7 | 7 | 0.26% | 0.34% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Nelson Capital Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 7 |
Monument Capital Management | 7 | 7 | 1.25% | 1.37% | 1.63% | Q4 2018 | Q2 2020 | 7 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 7 | 7 | 0.05% | 0.07% | 0.08% | Q2 2014 | Q4 2015 | 7 |
MILES CAPITAL, INC. | 7 | 7 | 0.24% | 0.31% | 0.40% | Q3 2018 | Q1 2020 | 7 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 5 | 2 | 0.00% | 0.05% | 0.21% | Q4 2016 | Q3 2019 | 7 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.00% | 0.43% | 3.01% | Q4 2013 | Q1 2019 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.08% | 0.24% | 0.57% | Q4 2014 | Q2 2016 | 7 |
XY Capital Ltd | 3 | 3 | 0.09% | 0.86% | 1.82% | Q1 2023 | Q3 2023 | 7 |
Astoria Portfolio Advisors LLC. | 7 | 7 | 0.20% | 0.33% | 0.51% | Q1 2022 | Q3 2023 | 7 |
Landmark Bank | 7 | 7 | 0.32% | 0.78% | 0.93% | Q2 2018 | Q4 2019 | 7 |
CLOUGH CAPITAL PARTNERS L P | 4 | 1 | 0.69% | 1.53% | 2.32% | Q2 2013 | Q1 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.25% | 0.82% | 1.43% | Q1 2014 | Q2 2019 | 7 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 4 | 3 | 0.14% | 0.15% | 0.17% | Q2 2013 | Q1 2017 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NatWest Group plc | 7 | 7 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.17% | 0.25% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.05% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q1 2020 | 7 |
Zions Trust, National Association | 7 | 7 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
First Western Trust Bank | 7 | 7 | 0.26% | 0.39% | 0.53% | Q1 2022 | Q3 2023 | 7 |
LBA Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2017 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Koshinski Asset Management, Inc. | 2 | 1 | 0.07% | 0.21% | 0.47% | Q2 2016 | Q2 2023 | 7 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 7 | 7 | 1.28% | 1.86% | 2.27% | Q4 2014 | Q2 2016 | 7 |
Western Pacific Wealth Management, LP | 4 | 3 | 0.00% | 0.05% | 0.12% | Q4 2021 | Q3 2023 | 7 |
SteelBridge Private Wealth Advisors LLC | 5 | 2 | 0.33% | 1.14% | 2.12% | Q2 2016 | Q1 2018 | 7 |
TCF National Bank | 7 | 7 | 0.16% | 0.22% | 0.27% | Q3 2019 | Q1 2021 | 7 |
Dynamic Capital Management Ltd | 3 | 1 | 0.07% | 0.13% | 0.26% | Q2 2013 | Q3 2017 | 7 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 4 | 1 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 7 |
US Asset Management LLC | 4 | 3 | 0.79% | 0.93% | 1.08% | Q3 2021 | Q2 2023 | 7 |
Catalyst Capital Advisors LLC | 7 | 7 | 0.40% | 0.55% | 0.69% | Q4 2018 | Q2 2020 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q2 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 7 |
Canton Hathaway, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 7 |
Horan Securities, Inc. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 7 |
Mount Lucas Management LP | 7 | 7 | 0.36% | 0.56% | 0.86% | Q1 2019 | Q3 2020 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q2 2021 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.15% | 0.20% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
AEW CAPITAL MANAGEMENT L P | 6 | 1 | 0.02% | 1.13% | 2.00% | Q2 2018 | Q3 2023 | 7 |
ASSET MANAGEMENT CORP /IL/ /ADV | 4 | 1 | 0.13% | 0.35% | 0.73% | Q2 2020 | Q4 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
CFS, LLC | 7 | 7 | 0.06% | 0.11% | 0.32% | Q2 2013 | Q4 2014 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Pasadena Private Wealth, LLC | 7 | 7 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q2 2023 | 7 |
PFM Health Sciences, LP | 2 | 1 | 0.39% | 1.15% | 2.38% | Q3 2013 | Q4 2017 | 7 |
Partner Investment Management, L.P. | 2 | 1 | 0.36% | 1.25% | 2.75% | Q3 2013 | Q4 2017 | 7 |
Waldron Private Wealth LLC | 6 | 1 | 0.06% | 0.08% | 0.09% | Q1 2017 | Q4 2018 | 7 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.06% | 0.20% | Q3 2020 | Q2 2023 | 7 |
TCTC Holdings, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Oliver Luxxe Assets LLC | 7 | 7 | 0.43% | 0.65% | 0.78% | Q4 2016 | Q2 2018 | 7 |
Pallas Capital Advisors LLC | 4 | 3 | 0.04% | 0.24% | 0.64% | Q2 2021 | Q3 2023 | 7 |
PALLADIUM PARTNERS LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2022 | 7 |
Palisade Asset Management, LLC | 7 | 7 | 0.45% | 0.88% | 1.07% | Q1 2022 | Q3 2023 | 7 |
ANCHOR CAPITAL ADVISORS LLC | 7 | 7 | 0.26% | 0.33% | 0.43% | Q1 2022 | Q3 2023 | 7 |
CADENCE BANK NA | 7 | 7 | 0.08% | 0.30% | 1.54% | Q1 2021 | Q3 2022 | 7 |
Buttonwood Financial Advisors Inc. | 7 | 7 | 0.52% | 0.73% | 1.14% | Q1 2022 | Q3 2023 | 7 |
Capitolis Advisors LLC | 6 | 1 | 0.01% | 0.40% | 1.24% | Q4 2020 | Q3 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.63% | 0.70% | 0.82% | Q1 2021 | Q4 2022 | 7 |
Private Portfolio Partners LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2022 | 7 |
Railway Pension Investments Ltd | 7 | 7 | 0.36% | 0.60% | 0.78% | Q1 2019 | Q3 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.10% | 0.61% | Q2 2013 | Q4 2014 | 7 |
Aston Asset Management, LLC | 5 | 2 | 0.28% | 0.35% | 0.38% | Q2 2013 | Q4 2015 | 7 |
Fortress Investment Group LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Private Advisory Group LLC | 7 | 7 | 0.11% | 0.50% | 0.99% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Curi Wealth Management, LLC | 7 | 7 | 0.06% | 0.13% | 0.19% | Q4 2020 | Q2 2022 | 7 |
E&G Advisors, LP | 4 | 1 | 0.09% | 0.65% | 1.13% | Q1 2014 | Q2 2022 | 7 |
Freemont Management S.A. | 7 | 7 | 0.12% | 0.20% | 0.26% | Q1 2022 | Q3 2023 | 7 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.44% | 0.58% | 0.81% | Q4 2019 | Q2 2022 | 7 |
Cedar Brook Financial Partners, LLC | 7 | 7 | 0.09% | 0.11% | 0.14% | Q3 2019 | Q1 2021 | 7 |
Addison Capital Co | 7 | 7 | 0.18% | 0.24% | 0.30% | Q4 2021 | Q2 2023 | 7 |
COMERICA SECURITIES INC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q4 2018 | 7 |
Ten Capital Wealth Advisors, LLC | 4 | 3 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2023 | 7 |
Alpine Global Management, LLC | 3 | 1 | 0.03% | 0.19% | 0.39% | Q4 2014 | Q1 2020 | 7 |
Ashburton (Jersey) Ltd | 5 | 1 | 0.00% | 0.26% | 0.42% | Q4 2015 | Q2 2017 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WCM INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q1 2013 | Q4 2022 | 6 |
LVW Advisors, LLC | 4 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q1 2023 | 6 |
Swedbank | 6 | 6 | 0.36% | 0.45% | 0.51% | Q3 2019 | Q4 2020 | 6 |
ASHMORE WEALTH MANAGEMENT LLC | 6 | 6 | 3.12% | 3.45% | 3.86% | Q3 2013 | Q4 2014 | 6 |
First Capital Advisors Group, LLC. | 5 | 1 | 0.01% | 0.14% | 0.20% | Q1 2018 | Q2 2023 | 6 |
Roberts Wealth Advisors, LLC | 4 | 2 | 0.59% | 1.23% | 1.89% | Q1 2022 | Q3 2023 | 6 |
MANOR ROAD CAPITAL PARTNERS, LLC | 4 | 2 | 3.48% | 6.99% | 9.76% | Q4 2017 | Q3 2021 | 6 |
Perennial Investment Advisors, LLC | 6 | 6 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q2 2022 | 6 |
Granite Investment Advisors, LLC | 6 | 6 | 0.24% | 0.49% | 0.66% | Q3 2019 | Q4 2020 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.00% | 0.09% | 0.22% | Q4 2021 | Q1 2023 | 6 |
WealthTrust Fairport, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2019 | 6 |
Everett Capital Advisors UK LLP | 3 | 3 | 0.82% | 1.68% | 3.57% | Q1 2018 | Q3 2019 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.36% | 0.73% | 1.37% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.06% | 0.15% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Capitol Family Office, Inc. | 6 | 6 | 1.59% | 3.42% | 4.97% | Q4 2021 | Q1 2023 | 6 |
Edge Capital Group, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q4 2022 | 6 |
AFFINITY INVESTMENT ADVISORS, LLC | 4 | 2 | 0.32% | 0.40% | 0.49% | Q2 2020 | Q2 2023 | 6 |
Altavista Wealth Management, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2021 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.06% | 0.10% | 0.28% | Q2 2013 | Q3 2014 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 0.18% | 0.25% | 0.33% | Q2 2022 | Q3 2023 | 6 |
PSI Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 6 |
Gunderson Capital Management Inc. | 3 | 3 | 0.28% | 0.62% | 1.10% | Q1 2019 | Q3 2020 | 6 |
AXS Investments LLC | 5 | 1 | 0.01% | 0.07% | 0.18% | Q1 2021 | Q2 2023 | 6 |
Machina Capital S.A.S. | 2 | 1 | 0.12% | 0.40% | 0.69% | Q4 2018 | Q3 2023 | 6 |
Riverview Trust Co | 4 | 2 | 0.02% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 6 |
Blackhawk Capital Partners LLC. | 3 | 1 | 0.08% | 0.13% | 0.18% | Q4 2017 | Q4 2021 | 6 |
London & Capital Asset Management Ltd | 6 | 6 | 0.63% | 0.88% | 1.00% | Q2 2022 | Q3 2023 | 6 |
Legacy CG, LLC | 6 | 6 | 1.46% | 1.70% | 2.01% | Q4 2021 | Q1 2023 | 6 |
PUBLIC INVESTMENT FUND | 6 | 6 | 0.85% | 1.08% | 1.30% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.09% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Polaris Wealth Advisory Group, LLC | 4 | 1 | 0.10% | 0.94% | 2.32% | Q1 2020 | Q2 2023 | 6 |
Baader Bank Aktiengesellschaft | 6 | 6 | 0.11% | 0.23% | 0.36% | Q4 2021 | Q1 2023 | 6 |
ROCKEFELLER FINANCIAL SERVICES INC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2017 | 6 |
J.Safra Asset Management Corp | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Vanderbilt University | 6 | 6 | 0.27% | 0.34% | 0.45% | Q2 2022 | Q3 2023 | 6 |
FRED ALGER MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 6 |
JACKSON SQUARE CAPITAL, LLC | 4 | 2 | 0.00% | 0.20% | 0.91% | Q4 2019 | Q4 2022 | 6 |
GREATMARK INVESTMENT PARTNERS, INC. | 4 | 1 | 0.03% | 0.06% | 0.09% | Q3 2018 | Q4 2021 | 6 |
SUREVIEW CAPITAL LLC | 4 | 4 | 1.70% | 5.03% | 12.53% | Q2 2013 | Q1 2014 | 6 |
Lester Murray Antman dba SimplyRich | 6 | 6 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q2 2022 | 6 |
Boston Trust Walden Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Morse Asset Management, Inc | 6 | 6 | 0.07% | 0.23% | 0.38% | Q2 2019 | Q3 2020 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q3 2014 | 6 |
Nova R Wealth, Inc. | 6 | 6 | 0.15% | 0.20% | 0.25% | Q4 2021 | Q1 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Rainier Group Investment Advisory LLC | 6 | 6 | 0.08% | 0.32% | 1.46% | Q2 2019 | Q3 2020 | 6 |
Czech National Bank | 6 | 6 | 0.21% | 0.27% | 0.33% | Q3 2022 | Q4 2023 | 6 |
PETERSON WEALTH MANAGEMENT | 5 | 1 | 0.27% | 1.18% | 1.66% | Q4 2019 | Q3 2023 | 6 |
Widmann Financial Services, Inc. | 6 | 6 | 0.21% | 0.23% | 0.26% | Q4 2021 | Q1 2023 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q1 2021 | 6 |
Solidarity Wealth, LLC | 3 | 3 | 0.46% | 0.99% | 1.84% | Q1 2022 | Q3 2023 | 6 |
BURNS J W & CO INC/NY | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2022 | 6 |
Geller Advisors LLC | 4 | 2 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 6 |
CAPITAL ONE, NATIONAL ASSOCIATION | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q2 2018 | 6 |
Lansing Street Advisors | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Constitution Capital LLC | 6 | 6 | 0.12% | 0.18% | 0.29% | Q4 2020 | Q1 2022 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.17% | 0.18% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Weaver Consulting Group | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 6 |
Ironwood Investment Counsel, LLC | 5 | 1 | 0.05% | 0.07% | 0.14% | Q3 2018 | Q2 2021 | 6 |
Mader & Shannon Wealth Management, Inc. | 6 | 6 | 3.63% | 3.99% | 4.45% | Q1 2021 | Q2 2022 | 6 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 6 |
Crestline Management, LP | 4 | 2 | 0.09% | 0.34% | 0.52% | Q4 2017 | Q1 2021 | 6 |
Spouting Rock Asset Management, LLC | 5 | 1 | 0.09% | 1.86% | 2.73% | Q4 2019 | Q2 2021 | 6 |
SEI TRUST CO | 6 | 6 | 0.26% | 0.31% | 0.36% | Q2 2013 | Q3 2014 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
CHILTON INVESTMENT CO INC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 6 |
Standard Family Office LLC | 3 | 1 | 0.05% | 0.57% | 1.60% | Q4 2020 | Q3 2022 | 6 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.02% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 6 |
CITY NATIONAL BANK | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2015 | 6 |
River Road Asset Management, LLC | 6 | 6 | 0.14% | 0.26% | 0.36% | Q2 2022 | Q3 2023 | 6 |
TRIAD FINANCIAL ADVISORS, INC. | 6 | 6 | 0.09% | 0.13% | 0.18% | Q4 2021 | Q1 2023 | 6 |
Quantinno Capital Management LP | 6 | 6 | 0.03% | 0.05% | 0.10% | Q2 2022 | Q3 2023 | 6 |
CALTON & ASSOCIATES, INC. | 5 | 1 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q2 2021 | 6 |
Stokes Family Office, LLC | 6 | 6 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q2 2022 | 6 |
LCNB CORP | 5 | 1 | 0.10% | 0.11% | 0.14% | Q2 2020 | Q2 2022 | 6 |
WEST BANCORPORATION INC | 4 | 2 | 0.15% | 0.27% | 0.37% | Q4 2019 | Q3 2022 | 6 |
HONEYWELL INTERNATIONAL INC | 6 | 6 | 0.09% | 0.60% | 0.97% | Q1 2018 | Q2 2019 | 6 |
Cranbrook Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Disciplina Capital Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Steinberg Global Asset Management | 6 | 6 | 0.09% | 0.16% | 0.23% | Q4 2017 | Q1 2019 | 6 |
Front Row Advisors LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Fortress Wealth Group, LLC | 6 | 6 | 0.16% | 0.26% | 0.30% | Q2 2021 | Q3 2022 | 6 |
DDD Partners, LLC | 6 | 6 | 1.63% | 2.25% | 2.55% | Q2 2022 | Q3 2023 | 6 |
Stephens Consulting, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.04% | 0.10% | 0.15% | Q4 2015 | Q1 2017 | 6 |
DINSMORE CAPITAL MANAGEMENT CO/NJ | 6 | 6 | 0.42% | 0.52% | 0.58% | Q2 2014 | Q3 2015 | 6 |
Grisanti Capital Management LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q3 2015 | 6 |
LeVasseur Capital Partners LLC | 6 | 6 | 7.90% | 17.53% | 27.20% | Q2 2015 | Q3 2016 | 6 |
STERNE AGEE GROUP, INC. | 6 | 6 | 0.39% | 0.64% | 0.79% | Q4 2013 | Q1 2015 | 6 |
WealthShield Partners, LLC | 5 | 5 | 0.01% | 0.14% | 0.32% | Q2 2020 | Q2 2021 | 5 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.10% | 0.17% | 0.25% | Q4 2020 | Q3 2023 | 5 |
Independent Order of Foresters | 3 | 2 | 0.26% | 0.36% | 0.46% | Q3 2014 | Q1 2017 | 5 |
Ascent Group, LLC | 4 | 1 | 0.03% | 0.06% | 0.12% | Q2 2022 | Q3 2023 | 5 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 3 | 1 | 0.30% | 0.64% | 1.22% | Q2 2013 | Q2 2016 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
ARS Investment Partners, LLC | 5 | 5 | 0.39% | 0.59% | 0.69% | Q1 2021 | Q1 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 5 |
SAGE RHINO CAPITAL LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q2 2022 | 5 |
LGT CAPITAL PARTNERS LTD. | 5 | 5 | 0.94% | 1.07% | 1.23% | Q2 2014 | Q2 2015 | 5 |
CAAS CAPITAL MANAGEMENT LP | 3 | 3 | 0.02% | 0.10% | 0.22% | Q4 2022 | Q2 2023 | 5 |
Trust Co of Kansas | 5 | 5 | 0.13% | 0.15% | 0.15% | Q2 2021 | Q2 2022 | 5 |
Perennial Investment Partners LTD | 4 | 1 | 1.28% | 2.05% | 2.59% | Q2 2013 | Q3 2014 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q1 2019 | 5 |
Cupps Capital Management, LLC | 3 | 2 | 0.00% | 0.13% | 0.20% | Q2 2014 | Q3 2016 | 5 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.14% | 0.31% | Q3 2014 | Q4 2016 | 5 |
iAB Financial Bank | 5 | 5 | 0.12% | 0.13% | 0.14% | Q2 2016 | Q2 2017 | 5 |
Annex Advisory Services, LLC | 5 | 5 | 0.04% | 0.25% | 0.40% | Q1 2020 | Q1 2021 | 5 |
HOEY INVESTMENTS, INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Renaissance Investment Group LLC | 5 | 5 | 0.10% | 0.99% | 1.63% | Q1 2020 | Q1 2021 | 5 |
Virtus ETF Advisers LLC | 3 | 1 | 0.03% | 0.13% | 0.23% | Q4 2017 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Inspire Advisors, LLC | 4 | 1 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q2 2023 | 5 |
Lion Point Capital, LP | 5 | 5 | 0.46% | 0.58% | 0.93% | Q4 2017 | Q4 2018 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.21% | 0.23% | 0.26% | Q4 2021 | Q4 2022 | 5 |
Cerro Pacific Wealth Advisors LLC | 3 | 2 | 0.12% | 0.25% | 0.57% | Q2 2021 | Q1 2023 | 5 |
Smith & Howard Wealth Management, LLC | 5 | 5 | 0.09% | 0.14% | 0.17% | Q4 2019 | Q4 2020 | 5 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 4 | 1 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q1 2023 | 5 |
Elgethun Capital Management | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
TCWP LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Samalin Investment Counsel, LLC | 4 | 1 | 0.09% | 0.14% | 0.19% | Q4 2019 | Q3 2023 | 5 |
Great Lakes Retirement, Inc. | 3 | 2 | 0.10% | 0.14% | 0.21% | Q4 2019 | Q3 2023 | 5 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 5 | 5 | 0.35% | 0.43% | 0.50% | Q2 2022 | Q2 2023 | 5 |
E Fund Management Co., Ltd. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
AMJ Financial Wealth Management | 5 | 5 | 1.58% | 2.83% | 4.52% | Q4 2019 | Q4 2020 | 5 |
McKinley Carter Wealth Services, Inc. | 4 | 1 | 0.00% | 0.08% | 0.11% | Q1 2018 | Q4 2022 | 5 |
Quadrant Capital Management, LLC | 5 | 5 | 0.88% | 0.97% | 1.05% | Q1 2018 | Q1 2019 | 5 |
Rock Creek Group, LP | 4 | 1 | 0.00% | 0.04% | 0.17% | Q3 2020 | Q2 2023 | 5 |
Union Point Advisors, LLC | 4 | 1 | 4.84% | 7.89% | 10.70% | Q3 2013 | Q1 2015 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
LaFleur & Godfrey LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q2 2023 | 5 |
Kingfisher Capital LLC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Castle Hook Partners LP | 3 | 1 | 0.07% | 0.48% | 1.29% | Q1 2017 | Q1 2020 | 5 |
Pineno Levin & Ford Asset Management, Inc. | 4 | 1 | 0.06% | 0.10% | 0.11% | Q4 2018 | Q4 2021 | 5 |
L2 Asset Management, LLC | 4 | 1 | 0.10% | 0.13% | 0.15% | Q2 2022 | Q3 2023 | 5 |
ABEILLE ASSET MANAGEMENT SA | 5 | 5 | 1.03% | 1.34% | 1.67% | Q4 2021 | Q4 2022 | 5 |
Meadow Creek Wealth Advisors LLC | 4 | 1 | 0.28% | 0.55% | 0.70% | Q4 2019 | Q3 2022 | 5 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.16% | 0.38% | 0.61% | Q4 2018 | Q2 2021 | 5 |
CRAMER ROSENTHAL MCGLYNN LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
NEXPOINT ASSET MANAGEMENT, L.P. | 5 | 5 | 0.05% | 0.10% | 0.15% | Q4 2019 | Q4 2020 | 5 |
CarsonAllaria Wealth Management, Ltd. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
NICHOLS & PRATT ADVISERS LLP /MA | 3 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 5 |
1834 INVESTMENT ADVISORS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Navigation Wealth Management, Inc. | 5 | 5 | 0.01% | 0.40% | 1.00% | Q3 2021 | Q3 2022 | 5 |
ST GERMAIN D J CO INC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q1 2016 | 5 |
PRECEPT MANAGEMENT LLC | 3 | 2 | 0.05% | 0.70% | 2.65% | Q1 2020 | Q1 2022 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.12% | 0.13% | 0.16% | Q4 2018 | Q4 2019 | 5 |
NorthCoast Asset Management LLC | 2 | 1 | 0.03% | 0.05% | 0.09% | Q2 2017 | Q3 2021 | 5 |
Jaffetilchin Investment Partners, LLC | 2 | 1 | 0.02% | 0.10% | 0.18% | Q2 2014 | Q4 2021 | 5 |
LITTLE HOUSE CAPITAL LLC | 5 | 5 | 0.48% | 0.55% | 0.59% | Q4 2018 | Q4 2019 | 5 |
LEVIN CAPITAL STRATEGIES, L.P. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Knott David M Jr | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Enlightenment Research, LLC | 2 | 1 | 0.10% | 0.64% | 1.07% | Q4 2018 | Q3 2021 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Gilbert & Cook, Inc. | 4 | 1 | 0.07% | 0.08% | 0.10% | Q2 2017 | Q1 2020 | 5 |
Mariner Wealth Advisors-Cincinnati, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2014 | 5 |
General Partner, Inc. | 5 | 5 | 0.24% | 0.28% | 0.31% | Q4 2022 | Q4 2023 | 5 |
ANGELO GORDON & CO., L.P. | 3 | 2 | 0.08% | 0.58% | 1.17% | Q3 2014 | Q3 2017 | 5 |
Beck Bode, LLC | 3 | 1 | 0.00% | 0.19% | 0.56% | Q3 2020 | Q1 2023 | 5 |
BNC WEALTH MANAGEMENT, LLC | 2 | 1 | 0.15% | 0.74% | 1.08% | Q3 2020 | Q1 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.04% | 0.08% | 0.13% | Q4 2017 | Q4 2018 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2019 | Q3 2020 | 5 |
State of Wyoming | 5 | 5 | 0.00% | 0.08% | 0.15% | Q1 2021 | Q1 2022 | 5 |
Corbenic Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2021 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.21% | 0.23% | 0.26% | Q2 2015 | Q2 2016 | 5 |
West Family Investments, Inc. | 3 | 1 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q2 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
PIN OAK INVESTMENT ADVISORS INC | 3 | 2 | 0.00% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 5 |
HighTower Trust Company, N.A. | 3 | 2 | 0.19% | 0.25% | 0.29% | Q4 2021 | Q1 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.03% | 0.10% | 0.13% | Q2 2017 | Q3 2017 | 5 |
BREMER TRUST NATIONAL ASSOCIATION | 5 | 5 | 0.07% | 0.32% | 0.52% | Q4 2017 | Q4 2018 | 5 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q3 2020 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
GHP Investment Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 5 |
Cornerstone Financial Partners, LLC | 4 | 1 | 0.07% | 0.10% | 0.15% | Q4 2015 | Q1 2017 | 5 |
RPg Family Wealth Advisory, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q4 2016 | 5 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2018 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 0.11% | 0.14% | 0.26% | Q4 2015 | Q4 2016 | 5 |
Darwin Wealth Management, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 5 |
GM Advisory Group, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Sage Mountain Advisors LLC | 3 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 5 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 2 | 1 | 0.47% | 1.91% | 3.91% | Q4 2014 | Q4 2016 | 5 |
Fiduciary Planning LLC | 4 | 1 | 0.27% | 0.35% | 0.39% | Q2 2021 | Q3 2023 | 5 |
Capital Directions Investment Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2020 | 5 |
First City Capital Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
InTrack Investment Management Inc | 5 | 5 | 0.18% | 0.29% | 0.45% | Q4 2020 | Q4 2021 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.39% | 0.56% | 0.84% | Q4 2019 | Q4 2020 | 5 |
PGIM Custom Harvest LLC | 3 | 2 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q1 2023 | 5 |
Artemis Investment Management LLP | 2 | 1 | 0.04% | 0.10% | 0.16% | Q3 2016 | Q3 2021 | 5 |
Scott & Selber, Inc. | 3 | 1 | 0.07% | 0.79% | 1.64% | Q2 2016 | Q4 2021 | 5 |
Stux Capital Management, LLC | 5 | 5 | 0.16% | 0.18% | 0.20% | Q2 2013 | Q2 2014 | 5 |
Watermark Asset Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Synergy Asset Management, LLC | 4 | 1 | 0.06% | 1.16% | 2.11% | Q1 2021 | Q2 2023 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
PUZO MICHAEL J | 3 | 1 | 0.07% | 0.07% | 0.08% | Q4 2019 | Q4 2021 | 5 |
IRON Financial LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q2 2022 | 5 |
Hodges Capital Management Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.11% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.05% | 0.14% | 0.47% | Q3 2022 | Q3 2023 | 5 |
Brenner West Capital Advisors | 5 | 5 | 5.32% | 5.88% | 6.88% | Q1 2017 | Q1 2018 | 5 |
Bensler, LLC | 5 | 5 | 0.40% | 0.49% | 0.68% | Q4 2021 | Q4 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.88% | 1.15% | 1.50% | Q4 2022 | Q4 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.09% | 0.16% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Fortis Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q1 2020 | 5 |
CRITERION CAPITAL MANAGEMENT LLC | 4 | 4 | 0.21% | 1.65% | 2.78% | Q3 2013 | Q2 2014 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.12% | 0.33% | 0.50% | Q3 2022 | Q3 2023 | 5 |
Sandbox Financial Partners, LLC | 5 | 5 | 0.21% | 0.23% | 0.26% | Q4 2020 | Q4 2021 | 5 |
Moisand Fitzgerald Tamayo, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Coston, McIsaac & Partners | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
ICA Group Wealth Management, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 5 |
ASB Consultores, LLC | 5 | 5 | 0.13% | 0.22% | 0.30% | Q4 2021 | Q4 2022 | 5 |
CASTLE WEALTH MANAGEMENT LLC | 5 | 5 | 0.13% | 0.15% | 0.17% | Q2 2022 | Q2 2023 | 5 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.08% | 0.22% | 0.58% | Q3 2019 | Q3 2022 | 5 |
San Luis Wealth Advisors LLC | 5 | 5 | 0.40% | 0.64% | 0.85% | Q3 2021 | Q3 2022 | 5 |
Horizon Kinetics | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
P SCHOENFELD ASSET MANAGEMENT LP | 5 | 5 | 0.08% | 0.85% | 1.64% | Q2 2013 | Q2 2014 | 5 |
NEW AMSTERDAM PARTNERS LLC/NY | 3 | 2 | 0.07% | 0.09% | 0.11% | Q4 2016 | Q2 2018 | 5 |
Castle Ridge Investment Management LP | 4 | 1 | 1.03% | 1.80% | 3.06% | Q4 2015 | Q2 2017 | 5 |
MHI Funds, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
SCGE MANAGEMENT, L.P. | 5 | 5 | 2.61% | 3.22% | 4.40% | Q3 2013 | Q3 2014 | 5 |
Neo Ivy Capital Management | 3 | 1 | 0.02% | 0.12% | 0.24% | Q1 2020 | Q3 2022 | 5 |
Blueshift Asset Management, LLC | 3 | 1 | 0.03% | 0.12% | 0.29% | Q2 2019 | Q3 2022 | 5 |
FIDUCIARY TRUST INTERNATIONAL LLC | 4 | 1 | 0.01% | 0.36% | 0.49% | Q4 2018 | Q2 2020 | 5 |
BERRY GROUP, LLC | 5 | 5 | 0.18% | 0.24% | 0.29% | Q4 2019 | Q4 2020 | 5 |
Dorsey Wright & Associates | 4 | 1 | 0.38% | 0.99% | 1.52% | Q3 2016 | Q4 2019 | 5 |
Syntal Capital Partners, LLC | 3 | 2 | 0.29% | 0.39% | 0.46% | Q1 2019 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 5 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.14% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.48% | 0.60% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Maven Securities LTD | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2022 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.07% | 0.07% | 0.09% | Q2 2016 | Q1 2017 | 4 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 4 | 4 | 0.09% | 1.38% | 4.11% | Q3 2018 | Q2 2019 | 4 |
Willingdon Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 4 |
Blue Fin Capital, Inc. | 4 | 4 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q2 2022 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q1 2023 | 4 |
Invictus RG | 3 | 1 | 0.00% | 0.07% | 0.17% | Q2 2016 | Q2 2017 | 4 |
Empirical Finance, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 4 |
Marathon Trading Investment Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2023 | 4 |
Gator Capital Management, LLC | 4 | 4 | 0.60% | 0.65% | 0.72% | Q4 2017 | Q3 2018 | 4 |
Folger Hill Asset Management LP | 1 | 1 | 0.02% | 0.45% | 1.18% | Q4 2015 | Q1 2018 | 4 |
Alpha Family Trust | 4 | 4 | 0.19% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
BW Gestao de Investimentos Ltda. | 3 | 1 | 1.25% | 1.92% | 3.00% | Q3 2022 | Q3 2023 | 4 |
Wellesley Investment Partners, LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q1 2018 | Q4 2018 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 4 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.05% | 0.15% | Q4 2016 | Q4 2017 | 4 |
Kissinger Financial Services LLC | 4 | 4 | 1.70% | 2.03% | 2.34% | Q3 2016 | Q2 2017 | 4 |
WealthStone, Inc. | 3 | 1 | 0.12% | 0.23% | 0.46% | Q2 2019 | Q1 2021 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q3 2023 | 4 |
Perennial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 4 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.00% | 0.09% | 0.34% | Q4 2016 | Q3 2020 | 4 |
Bristol Advisors, LLC | 3 | 1 | 0.51% | 1.82% | 3.27% | Q3 2017 | Q4 2018 | 4 |
Donoghue Forlines LLC | 3 | 1 | 0.22% | 0.31% | 0.37% | Q4 2021 | Q4 2022 | 4 |
BFSG, LLC | 3 | 1 | 0.12% | 0.12% | 0.13% | Q2 2017 | Q3 2019 | 4 |
MCIA Inc | 4 | 4 | 0.16% | 0.23% | 0.26% | Q4 2020 | Q3 2021 | 4 |
CARILLON TOWER ADVISERS, INC. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q2 2020 | 4 |
Fluent Financial, LLC | 4 | 4 | 0.18% | 0.80% | 1.10% | Q1 2022 | Q4 2022 | 4 |
Fulcrum Capital LLC | 4 | 4 | 0.11% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Bridgefront Capital, LLC | 1 | 1 | 0.16% | 0.31% | 0.52% | Q1 2021 | Q3 2023 | 4 |
Chesapeake Wealth Management | 4 | 4 | 0.11% | 0.13% | 0.15% | Q2 2020 | Q1 2021 | 4 |
West Coast Financial LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
PointState Capital LP | 2 | 2 | 0.01% | 0.31% | 0.62% | Q2 2013 | Q4 2017 | 4 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.13% | 0.29% | Q1 2018 | Q4 2020 | 4 |
STANDARD PACIFIC CAPITAL LLC/CA | 4 | 4 | 2.36% | 3.08% | 4.04% | Q3 2013 | Q2 2014 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.22% | 0.33% | 0.60% | Q1 2020 | Q3 2023 | 4 |
Leonard Rickey Investment Advisors P.L.L.C. | 4 | 4 | 0.13% | 0.15% | 0.16% | Q3 2019 | Q2 2020 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
DONALDSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q3 2022 | Q2 2023 | 4 |
Banyan Partners, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q3 2014 | 4 |
361 CAPITAL LLC | 4 | 4 | 0.10% | 0.65% | 1.25% | Q2 2017 | Q1 2018 | 4 |
Mount Yale Investment Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.13% | Q1 2018 | Q1 2021 | 4 |
Spartan Planning & Wealth Management | 3 | 1 | 0.00% | 0.05% | 0.20% | Q2 2022 | Q3 2023 | 4 |
Impax Asset Management Group plc | 4 | 4 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q1 2022 | 4 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.11% | 0.24% | Q1 2020 | Q3 2022 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.02% | 0.05% | Q2 2023 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.22% | 0.42% | Q2 2013 | Q1 2014 | 4 |
MQS Management LLC | 2 | 1 | 0.15% | 0.61% | 1.46% | Q4 2021 | Q3 2023 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.43% | 0.57% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 4 |
Ruffer LLP | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q3 2016 | 4 |
HARTWELL J M LIMITED PARTNERSHIP | 4 | 4 | 0.50% | 0.79% | 1.44% | Q4 2018 | Q3 2019 | 4 |
PATRIZIA Pty Ltd | 4 | 4 | 8.18% | 8.62% | 8.90% | Q4 2022 | Q3 2023 | 4 |
Quilter Plc | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 4 |
Legacy Trust | 4 | 4 | 0.20% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
C-J Advisory, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Meridian Wealth Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 4 |
Legend Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q4 2020 | 4 |
NexWave Capital Partners LLC | 4 | 4 | 0.32% | 0.42% | 0.48% | Q4 2019 | Q3 2020 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.07% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Marquette Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 4 |
Hudson Bay Capital Management LP | 2 | 1 | 0.04% | 0.11% | 0.15% | Q4 2016 | Q1 2023 | 4 |
Blueprint Investment Partners LLC | 2 | 2 | 0.14% | 0.30% | 0.39% | Q3 2021 | Q3 2022 | 4 |
Paragon Advisors, LLC | 2 | 1 | 0.43% | 0.63% | 0.94% | Q4 2019 | Q3 2023 | 4 |
Investors Financial Group, LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q1 2021 | Q4 2021 | 4 |
Sound Financial Strategies Group, LLC | 4 | 4 | 0.22% | 0.39% | 0.87% | Q4 2019 | Q3 2020 | 4 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.09% | 0.15% | 0.22% | Q3 2013 | Q3 2016 | 4 |
SteelPeak Wealth, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 4 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Ocean Endowment Partners, LLC | 4 | 4 | 0.93% | 1.02% | 1.10% | Q4 2019 | Q3 2020 | 4 |
Menard Financial Group LLC | 4 | 4 | 0.34% | 0.40% | 0.45% | Q4 2020 | Q3 2021 | 4 |
EMORY UNIVERSITY | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2013 | 4 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 2 | 1 | 0.68% | 1.18% | 2.65% | Q1 2016 | Q2 2019 | 4 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q4 2019 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 1.16% | 1.34% | 1.47% | Q4 2019 | Q3 2020 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.06% | 0.60% | 2.17% | Q3 2020 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.10% | 0.15% | 0.27% | Q4 2020 | Q3 2021 | 4 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 4 |
Hemington Wealth Management | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 4 | 0.54% | 0.99% | 1.20% | Q2 2020 | Q1 2021 | 4 |
AJO, LP | 2 | 1 | 0.01% | 0.08% | 0.22% | Q3 2014 | Q1 2020 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
TCG Advisory Services, LLC | 2 | 1 | 0.04% | 0.07% | 0.16% | Q1 2021 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q3 2021 | 4 |
ADE, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q2 2022 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Koss-Olinger Consulting, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.05% | 0.08% | 0.11% | Q1 2021 | Q2 2022 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
JB Capital LLC | 4 | 4 | 0.06% | 0.10% | 0.15% | Q3 2021 | Q2 2022 | 4 |
Hartford Financial Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.02% | 0.07% | 0.16% | Q3 2022 | Q3 2023 | 4 |
Endowment Wealth Management, Inc. | 4 | 4 | 0.25% | 0.27% | 0.30% | Q4 2021 | Q3 2022 | 4 |
SBK Financial, Inc. | 4 | 4 | 0.38% | 0.47% | 0.50% | Q1 2022 | Q4 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Ledge Wealth Management, Inc. | 4 | 4 | 0.12% | 0.22% | 0.32% | Q1 2022 | Q4 2022 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.75% | 0.96% | 1.21% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Sonnipe Ltd | 4 | 4 | 0.15% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.13% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.12% | 0.20% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Johnson & White Wealth Management, LLC | 3 | 1 | 0.28% | 0.41% | 0.54% | Q3 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.08% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
OSTERWEIS CAPITAL MANAGEMENT INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 1.84% | 1.93% | 2.12% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.05% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.30% | 0.38% | 0.48% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Rail-Splitter Capital Management, LLC | 4 | 4 | 2.66% | 3.36% | 4.11% | Q1 2016 | Q4 2016 | 4 |
New Hampshire Trust | 4 | 4 | 0.47% | 0.55% | 0.60% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.23% | 0.27% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.14% | 0.20% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.27% | 0.35% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.48% | 0.58% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Acrospire Investment Management LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q1 2017 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.08% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 1.28% | 1.56% | 1.76% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Ausbil Investment Management Ltd | 4 | 4 | 6.96% | 8.16% | 9.03% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.21% | 0.30% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.18% | 0.30% | 0.41% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.05% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 1.26% | 1.44% | 1.59% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.24% | 0.40% | 0.50% | Q4 2022 | Q3 2023 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
F&C Asset Management plc | 4 | 4 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q1 2014 | 4 |
CR Intrinsic Investors, LLC | 4 | 4 | 0.32% | 0.93% | 1.31% | Q2 2013 | Q1 2014 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.59% | 0.65% | 0.73% | Q3 2020 | Q2 2021 | 4 |
Channing Capital Management, LLC | 4 | 4 | 0.16% | 0.22% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Weaver C. Barksdale & Associates, Inc. | 4 | 4 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q1 2014 | 4 |
MJP ASSOCIATES INC /ADV | 2 | 2 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
BAILEY VALUE LIMITED PARTNERSHIP | 4 | 4 | 2.71% | 3.06% | 3.38% | Q4 2021 | Q3 2022 | 4 |
QCM Cayman, Ltd. | 1 | 1 | 0.05% | 0.44% | 1.17% | Q1 2014 | Q3 2020 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.12% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Capital, Inc. | 2 | 2 | 0.04% | 0.11% | 0.30% | Q1 2022 | Q1 2023 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
DAVIDSON TRUST CO | 2 | 2 | 0.17% | 0.19% | 0.21% | Q1 2022 | Q3 2023 | 4 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 4 | 4 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q1 2022 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q3 2021 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NICHOLAS COMPANY, INC. | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Onex Canada Asset Management Inc. | 3 | 1 | 1.65% | 2.22% | 2.55% | Q2 2013 | Q4 2014 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
WEXFORD CAPITAL LP | 1 | 1 | 0.06% | 0.16% | 0.37% | Q2 2020 | Q3 2023 | 4 |
One Capital Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q3 2022 | 4 |
Elite Wealth Management, Inc. | 3 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2016 | 4 |
GLOBEFLEX CAPITAL L P | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 4 |
Pictet North America Advisors SA | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 4 |
Heartwood Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 3 |
Rodgers Brothers Inc. | 3 | 3 | 0.24% | 0.29% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Avion Wealth | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Castellan Group | 3 | 3 | 1.57% | 1.68% | 1.82% | Q1 2023 | Q3 2023 | 3 |
McLean Asset Management Corp | 2 | 1 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q2 2022 | 3 |
Wealth Advisory Solutions, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2022 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.11% | 0.15% | 0.19% | Q2 2021 | Q4 2021 | 3 |
LifePro Asset Management | 3 | 3 | 0.14% | 0.20% | 0.28% | Q4 2021 | Q2 2022 | 3 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.08% | 0.13% | 0.18% | Q1 2021 | Q1 2022 | 3 |
Cinctive Capital Management LP | 2 | 1 | 0.23% | 0.62% | 0.96% | Q2 2021 | Q1 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.04% | 0.05% | 0.05% | Q3 2017 | Q2 2018 | 3 |
Pinnacle Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 3 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2017 | 3 |
Beacon Harbor Wealth Advisors, Inc. | 3 | 3 | 1.51% | 1.71% | 1.91% | Q1 2023 | Q3 2023 | 3 |
SPC Financial, Inc. | 2 | 1 | 0.03% | 0.26% | 0.73% | Q4 2014 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.09% | 0.42% | 0.68% | Q4 2020 | Q3 2022 | 3 |
Ellsworth Advisors, LLC | 3 | 3 | 0.20% | 0.22% | 0.25% | Q1 2023 | Q3 2023 | 3 |
KG&L Capital Management,LLC | 3 | 3 | 0.15% | 0.17% | 0.19% | Q3 2020 | Q1 2021 | 3 |
Alta Wealth Advisors LLC | 3 | 3 | 0.13% | 0.15% | 0.16% | Q4 2021 | Q2 2022 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
GLG INC. | 3 | 3 | 0.05% | 0.14% | 0.19% | Q2 2013 | Q4 2013 | 3 |
COWA, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Lake Point Wealth Management | 2 | 1 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q1 2020 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.28% | 0.30% | 0.32% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.31% | 0.49% | Q3 2022 | Q3 2023 | 3 |
STEPH & CO | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 3 |
Calvert Investment Management, Inc. | 3 | 3 | 0.25% | 0.27% | 0.31% | Q2 2016 | Q4 2016 | 3 |
True Link Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Nalls Sherbakoff Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 0.23% | 0.24% | 0.25% | Q4 2020 | Q2 2021 | 3 |
SOA Wealth Advisors, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
BRYN MAWR CAPITAL MANAGEMENT INC | 3 | 3 | 0.03% | 0.18% | 0.32% | Q2 2013 | Q4 2013 | 3 |
Jackson Hole Capital Partners, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
ADVOCATE GROUP LLC | 3 | 3 | 0.05% | 0.08% | 0.11% | Q2 2022 | Q4 2022 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
Arabesque Asset Management Ltd | 2 | 1 | 0.30% | 0.62% | 0.79% | Q2 2021 | Q1 2022 | 3 |
Capital Group Private Client Services, Inc. | 3 | 3 | 0.02% | 0.30% | 0.56% | Q3 2021 | Q1 2022 | 3 |
OAK RIDGE INVESTMENTS LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Fermata Advisors, LLC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q2 2021 | Q4 2021 | 3 |
S.E.E.D. Planning Group LLC | 3 | 3 | 0.60% | 0.81% | 1.13% | Q1 2023 | Q3 2023 | 3 |
Advisory Resource Group | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q4 2022 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.85% | 1.13% | 1.32% | Q1 2021 | Q3 2021 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 1 | 0.25% | 0.29% | 0.34% | Q1 2022 | Q4 2022 | 3 |
WealthTrust Asset Management, LLC | 3 | 3 | 1.51% | 1.91% | 2.44% | Q2 2021 | Q4 2021 | 3 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.24% | 0.70% | 1.36% | Q4 2014 | Q2 2020 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 3 |
Oak Thistle LLC | 2 | 1 | 0.12% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 3 |
Alyeska Investment Group, L.P. | 3 | 3 | 0.01% | 0.16% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Twelve Points Wealth Management LLC | 3 | 3 | 0.65% | 0.75% | 0.94% | Q4 2021 | Q2 2022 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.04% | 0.08% | 0.12% | Q3 2022 | Q1 2023 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.04% | 0.23% | 0.33% | Q3 2021 | Q4 2022 | 3 |
Quotient Investors, LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q2 2015 | Q4 2015 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.47% | 0.47% | 0.47% | Q3 2021 | Q1 2022 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 1 | 0.01% | 0.12% | 0.20% | Q2 2018 | Q3 2020 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q4 2017 | Q2 2018 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.36% | 0.40% | 0.43% | Q2 2023 | Q4 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Braun-Bostich & Associates Inc. | 2 | 1 | 0.01% | 0.33% | 0.64% | Q2 2020 | Q3 2023 | 3 |
Delphia (USA) Inc. | 3 | 3 | 0.18% | 0.30% | 0.48% | Q4 2021 | Q2 2022 | 3 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.09% | 0.23% | Q4 2014 | Q3 2017 | 3 |
Roundview Capital LLC | 2 | 1 | 0.07% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Hutchin Hill Capital, LP | 3 | 3 | 0.18% | 0.22% | 0.28% | Q1 2017 | Q3 2017 | 3 |
Kolinsky Wealth Management, LLC | 2 | 1 | 0.20% | 0.25% | 0.28% | Q4 2021 | Q3 2022 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 0.24% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 3 |
VISTA CAPITAL PARTNERS, INC. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 3 |
F3Logic, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q2 2019 | 3 |
JMAC ENTERPRISES LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q4 2013 | 3 |
Phraction Management LLC | 3 | 3 | 0.98% | 1.40% | 1.70% | Q4 2021 | Q2 2022 | 3 |
AIRE ADVISORS, LLC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Long Pond Capital | 2 | 1 | 3.66% | 7.07% | 12.44% | Q1 2014 | Q3 2023 | 3 |
Echo45 Advisors LLC | 3 | 3 | 0.19% | 0.22% | 0.29% | Q4 2021 | Q2 2022 | 3 |
Perfromance Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.07% | 0.31% | 0.69% | Q4 2018 | Q4 2018 | 3 |
CARDIFF PARK ADVISORS, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
NTB Financial Corp | 3 | 3 | 0.42% | 0.80% | 1.02% | Q4 2021 | Q2 2022 | 3 |
Red Tortoise LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q2 2023 | 3 |
City State Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Clear Harbor Asset Management, LLC | 3 | 3 | 0.31% | 0.35% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Mid-American Wealth Advisory Group, Inc. | 2 | 1 | 0.50% | 0.62% | 0.76% | Q4 2021 | Q2 2023 | 3 |
Pinnacle Wealth Management, LLC | 3 | 3 | 1.90% | 2.22% | 2.74% | Q2 2022 | Q4 2022 | 3 |
MainStreet Investment Advisors LLC | 3 | 3 | 0.02% | 0.06% | 0.09% | Q1 2020 | Q3 2020 | 3 |
Key Client Fiduciary Advisors, LLC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q2 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Townsend & Associates, Inc | 3 | 3 | 0.73% | 0.79% | 0.87% | Q2 2021 | Q4 2021 | 3 |
SPROTT INC. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2016 | Q2 2017 | 3 |
Greenspring Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Waycross Investment Management Co | 3 | 3 | 0.91% | 0.99% | 1.05% | Q4 2022 | Q2 2023 | 3 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.02% | 0.05% | 0.10% | Q2 2016 | Q4 2021 | 3 |
West Wealth Group, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q2 2022 | 3 |
CATALYST FINANCIAL PARTNERS LLC | 3 | 3 | 0.07% | 0.09% | 0.12% | Q4 2022 | Q2 2023 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.09% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Roble, Belko & Company, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capital Group Investment Management Pte. Ltd. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
First National Advisers, LLC | 2 | 1 | 0.23% | 0.63% | 0.90% | Q2 2022 | Q3 2023 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.30% | 0.42% | 0.55% | Q1 2023 | Q3 2023 | 3 |
CHASE INVESTMENT COUNSEL CORP | 2 | 1 | 0.79% | 1.52% | 2.91% | Q4 2016 | Q3 2020 | 3 |
Sturgeon Ventures LLP | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
EverPoint Asset Management, LLC | 2 | 1 | 0.24% | 0.35% | 0.43% | Q2 2015 | Q2 2016 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Bramshill Investments, LLC | 2 | 1 | 0.00% | 0.05% | 0.14% | Q1 2022 | Q4 2022 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.50% | 0.66% | 0.79% | Q1 2023 | Q3 2023 | 3 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 3 |
Alta Park Capital, LP | 3 | 3 | 3.90% | 4.42% | 5.08% | Q3 2016 | Q1 2017 | 3 |
DOVER ADVISORS, LLC | 3 | 3 | 0.18% | 0.21% | 0.24% | Q4 2022 | Q2 2023 | 3 |
SECOR Capital Advisors, LP | 1 | 1 | 0.03% | 0.18% | 0.46% | Q2 2016 | Q4 2016 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.10% | 0.53% | 0.80% | Q4 2022 | Q2 2023 | 3 |
Delta Financial Group, Inc. | 3 | 3 | 0.14% | 0.29% | 0.54% | Q1 2023 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.21% | 0.23% | 0.26% | Q1 2023 | Q3 2023 | 3 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.06% | 0.22% | 0.50% | Q1 2021 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.14% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.19% | 0.21% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.13% | 0.15% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.01% | 0.06% | 0.09% | Q3 2014 | Q2 2015 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.30% | 0.39% | 0.54% | Q1 2023 | Q3 2023 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.04% | 0.78% | 1.37% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.12% | 0.20% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
First County Bank /CT/ | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
VALLEY WEALTH MANAGERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 3 |
FDO Partners, LLC | 2 | 1 | 0.55% | 0.77% | 0.95% | Q2 2016 | Q3 2017 | 3 |
GLADE BROOK CAPITAL PARTNERS LLC | 3 | 3 | 1.31% | 4.13% | 5.73% | Q3 2013 | Q1 2014 | 3 |
CapWealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 3 |
Ground Swell Capital, LLC | 2 | 1 | 0.01% | 0.14% | 0.34% | Q2 2014 | Q3 2023 | 3 |
CFO4Life Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 3 | 3 | 0.20% | 0.39% | 0.64% | Q2 2021 | Q4 2021 | 3 |
QUATTRO FINANCIAL ADVISORS LLC | 3 | 3 | 0.08% | 0.30% | 0.45% | Q1 2021 | Q3 2021 | 3 |
MKP Capital Management, L.L.C. | 3 | 3 | 0.62% | 1.03% | 1.82% | Q2 2020 | Q4 2020 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Corvex Management LP | 3 | 3 | 2.41% | 2.83% | 3.30% | Q3 2013 | Q1 2014 | 3 |
Bryn Mawr Capital Management, LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q1 2022 | Q2 2023 | 3 |
FARR MILLER & WASHINGTON LLC/DC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 3 |
Covenant Partners, LLC | 3 | 3 | 0.22% | 0.28% | 0.31% | Q4 2018 | Q2 2019 | 3 |
Angeles Investment Advisors, LLC | 3 | 3 | 0.06% | 0.09% | 0.14% | Q1 2020 | Q3 2020 | 3 |
DSC Advisors, L.P. | 3 | 3 | 0.11% | 0.23% | 0.35% | Q1 2022 | Q3 2022 | 3 |
MANNING & NAPIER ADVISORS LLC | 3 | 3 | 0.23% | 0.34% | 0.39% | Q1 2017 | Q3 2017 | 3 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q1 2023 | 3 |
TOWER BRIDGE ADVISORS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.11% | 0.16% | Q4 2014 | Q3 2022 | 3 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.07% | 0.14% | 0.20% | Q2 2013 | Q3 2014 | 3 |
BUILDER INVESTMENT GROUP INC /ADV | 3 | 3 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q2 2023 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 3.19% | 3.42% | 3.67% | Q3 2019 | Q1 2020 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.18% | 0.22% | 0.30% | Q4 2017 | Q1 2019 | 3 |
Junto Capital Management LP | 3 | 3 | 0.58% | 0.89% | 1.21% | Q4 2022 | Q2 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
GUARDIAN CAPITAL LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Hartford Funds Management Co LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.13% | 0.21% | 0.26% | Q2 2020 | Q4 2020 | 3 |
Scepter Holdings, Inc. | 2 | 1 | 0.18% | 4.89% | 14.26% | Q2 2013 | Q2 2014 | 3 |
Power Corp of Canada | 3 | 3 | 0.16% | 0.26% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 3 | 3 | 0.26% | 0.41% | 0.58% | Q2 2020 | Q4 2020 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.15% | 0.27% | 0.35% | Q3 2013 | Q4 2017 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.06% | 0.11% | 0.17% | Q2 2016 | Q1 2017 | 3 |
Glenview Capital Management | 3 | 3 | 0.96% | 1.03% | 1.11% | Q3 2013 | Q1 2014 | 3 |
Sandhill Capital Partners LLC | 3 | 3 | 1.17% | 1.33% | 1.41% | Q1 2020 | Q3 2020 | 3 |
SOMA EQUITY PARTNERS LP | 3 | 3 | 4.97% | 7.68% | 9.86% | Q1 2018 | Q3 2018 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.06% | 0.46% | 0.68% | Q1 2023 | Q3 2023 | 3 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q4 2016 | 3 |
LDR Capital Management LLC | 1 | 1 | 0.58% | 3.38% | 6.71% | Q4 2019 | Q3 2023 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.62% | 0.64% | 0.68% | Q2 2019 | Q4 2019 | 3 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.20% | 0.56% | 0.74% | Q3 2015 | Q1 2022 | 3 |
KHP Capital, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Baring International Investment Ltd | 3 | 3 | 0.04% | 0.28% | 0.51% | Q2 2013 | Q4 2013 | 3 |
Lourd Capital, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
EQUITEC SPECIALISTS, LLC | 2 | 1 | 0.01% | 0.44% | 1.18% | Q1 2017 | Q4 2017 | 3 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.06% | 0.19% | 0.34% | Q2 2013 | Q2 2016 | 3 |
Kalos Management, Inc. | 2 | 1 | 0.06% | 0.21% | 0.39% | Q4 2015 | Q2 2022 | 3 |
ACG Wealth | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q2 2022 | 3 |
RPG Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
High Falls Advisors, Inc | 2 | 1 | 0.09% | 0.11% | 0.13% | Q1 2016 | Q4 2016 | 3 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q4 2017 | 3 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q1 2021 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Elefante Mark B | 3 | 3 | 0.92% | 1.04% | 1.15% | Q4 2019 | Q2 2020 | 3 |
Oribel Capital Management, LP | 2 | 1 | 0.24% | 0.33% | 0.40% | Q2 2017 | Q4 2019 | 3 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 3 |
NewFocus Financial Group, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q3 2019 | 3 |
Visium Asset Management, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 3 |
EPG Wealth Management LLC | 2 | 1 | 0.03% | 0.07% | 0.13% | Q4 2019 | Q3 2021 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.02% | 0.06% | 0.08% | Q1 2021 | Q1 2023 | 3 |
Westshore Wealth, LLC | 2 | 1 | 0.13% | 0.13% | 0.14% | Q1 2021 | Q2 2022 | 3 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2017 | 3 |
Soltis Investment Advisors LLC | 3 | 3 | 0.36% | 0.57% | 0.76% | Q1 2023 | Q3 2023 | 3 |
HighMark Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Capital Market Strategies LLC | 3 | 3 | 0.24% | 0.38% | 0.62% | Q4 2021 | Q2 2022 | 3 |
Starwood Real Estate Securities, LLC | 2 | 1 | 0.71% | 2.14% | 4.32% | Q2 2013 | Q3 2015 | 3 |
CABOT WEALTH MANAGEMENT INC | 3 | 3 | 0.74% | 0.81% | 0.86% | Q1 2023 | Q3 2023 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
WESTWOOD MANAGEMENT CORP /IL/ | 3 | 3 | 4.82% | 5.03% | 5.41% | Q2 2016 | Q4 2016 | 3 |
Weiss Asset Management LP | 2 | 1 | 0.03% | 0.11% | 0.24% | Q1 2021 | Q2 2023 | 3 |
Carl P. Sherr & Co., LLC | 1 | 1 | 0.12% | 0.16% | 0.21% | Q4 2019 | Q4 2021 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Southeast Asset Advisors Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 1.20% | 1.31% | 1.46% | Q1 2023 | Q3 2023 | 3 |
PRIVATE ASSET MANAGEMENT INC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2016 | 3 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mariner Wealth Advisors-Madison, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
FIRST NIAGARA BANK | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Laurel Grove Capital, LLC | 2 | 2 | 1.23% | 1.27% | 1.31% | Q2 2018 | Q3 2018 | 2 |
Slagle Financial, LLC | 2 | 2 | 1.14% | 1.18% | 1.23% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.53% | 0.57% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Poehling Capital Management, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 0.20% | 0.25% | 0.30% | Q2 2023 | Q3 2023 | 2 |
TIGER GLOBAL MANAGEMENT LLC | 2 | 2 | 0.69% | 0.72% | 0.74% | Q1 2017 | Q2 2017 | 2 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 2 |
PATTON FUND MANAGEMENT, INC. | 2 | 2 | 0.75% | 0.77% | 0.79% | Q2 2019 | Q3 2019 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.89% | 1.05% | 1.22% | Q2 2023 | Q3 2023 | 2 |
ARGENT TRUST COMPANY, N.A. | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2013 | Q1 2014 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.62% | 0.66% | 0.69% | Q1 2017 | Q3 2019 | 2 |
PFW Advisors LLC | 2 | 2 | 0.65% | 0.69% | 0.72% | Q2 2023 | Q3 2023 | 2 |
Islet Management, LP | 1 | 1 | 1.11% | 1.14% | 1.18% | Q1 2020 | Q1 2021 | 2 |
Quadrature Capital LLP | 2 | 2 | 1.50% | 1.57% | 1.65% | Q4 2014 | Q1 2015 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Drexel Morgan & Co. | 2 | 2 | 0.28% | 0.31% | 0.34% | Q2 2013 | Q3 2013 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.10% | 0.20% | Q4 2020 | Q1 2022 | 2 |
Chesley Taft & Associates LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Sante Capital Fund, LP | 1 | 1 | 0.87% | 1.01% | 1.15% | Q1 2022 | Q3 2022 | 2 |
TEALWOOD ASSET MANAGEMENT INC | 2 | 2 | 1.93% | 1.98% | 2.03% | Q1 2013 | Q2 2013 | 2 |
Kemnay Advisory Services Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2020 | Q3 2020 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Ada Investment Management, LP | 2 | 2 | 0.49% | 0.85% | 1.21% | Q3 2015 | Q4 2015 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.13% | 0.35% | 0.57% | Q4 2022 | Q1 2023 | 2 |
Absolute Return Capital, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.02% | 0.11% | 0.20% | Q2 2019 | Q3 2021 | 2 |
CLEAR INVESTMENT RESEARCH, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
CERTUITY, LLC | 2 | 2 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q1 2022 | 2 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.13% | 0.18% | Q2 2020 | Q3 2020 | 2 |
MANA Advisors LLC | 2 | 2 | 1.56% | 3.00% | 4.44% | Q3 2020 | Q4 2020 | 2 |
Yellowstone Partners, LLC | 2 | 2 | 0.34% | 0.43% | 0.52% | Q3 2017 | Q4 2017 | 2 |
HARVARD MANAGEMENT CO INC | 2 | 2 | 0.40% | 0.47% | 0.53% | Q1 2015 | Q2 2015 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.14% | 0.25% | 0.36% | Q4 2022 | Q3 2023 | 2 |
Delphi Private Advisors LLC | 1 | 1 | 0.01% | 0.08% | 0.14% | Q4 2017 | Q2 2019 | 2 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2020 | 2 |
AlphaCentric Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
SIENA CAPITAL LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q3 2018 | Q4 2021 | 2 |
KeyPoint Capital Management, LLC | 1 | 1 | 3.97% | 4.38% | 4.79% | Q1 2015 | Q3 2015 | 2 |
Te Ahumairangi Investment Management Ltd | 2 | 2 | 0.05% | 0.09% | 0.13% | Q1 2021 | Q2 2021 | 2 |
XTX MARKETS LLC | 1 | 1 | 1.12% | 1.43% | 1.74% | Q4 2019 | Q3 2020 | 2 |
Hitchwood Capital Management LP | 2 | 2 | 3.29% | 3.38% | 3.46% | Q2 2016 | Q3 2016 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Nebula Research & Development LLC | 2 | 2 | 0.36% | 0.42% | 0.48% | Q2 2023 | Q3 2023 | 2 |
CRAWFORD INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Thomasville National Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
GVO Asset Management Ltd | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q2 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Haverford Financial Services, Inc. | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2018 | Q3 2018 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Harvey Partners, LLC | 2 | 2 | 4.60% | 5.11% | 5.62% | Q2 2018 | Q3 2018 | 2 |
TRUST CO OF VIRGINIA /VA | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.23% | 0.25% | 0.27% | Q2 2016 | Q3 2016 | 2 |
Meredith Wealth Planning | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q1 2023 | 2 |
CEDAR CAPITAL, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q3 2020 | 2 |
BBVA USA | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Holistic Financial Partners | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Alley Co LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 2 |
Marshall Financial Group LLC | 2 | 2 | 0.16% | 0.38% | 0.61% | Q4 2022 | Q1 2023 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.34% | 0.62% | Q4 2018 | Q1 2019 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.43% | 0.62% | 0.81% | Q3 2020 | Q4 2020 | 2 |
Creative Capital Management Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
CONNORS INVESTOR SERVICES INC | 2 | 2 | 0.72% | 0.75% | 0.79% | Q1 2023 | Q2 2023 | 2 |
Centre Asset Management, LLC | 2 | 2 | 1.51% | 1.53% | 1.55% | Q4 2017 | Q1 2018 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
THAMES CAPITAL MANAGEMENT LLC | 2 | 2 | 2.52% | 2.96% | 3.40% | Q1 2020 | Q2 2020 | 2 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 2.03% | 2.13% | 2.23% | Q4 2022 | Q1 2023 | 2 |
Stratos Investment Management, LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q3 2021 | Q4 2021 | 2 |
Opus Capital Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Tandem Wealth Advisors LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q2 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Hatteras Investment Partners, LP | 2 | 2 | 0.18% | 0.20% | 0.22% | Q3 2014 | Q4 2014 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2021 | Q3 2021 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
DEAN INVESTMENT ASSOCIATES, LLC | 2 | 2 | 0.61% | 0.66% | 0.71% | Q2 2023 | Q3 2023 | 2 |
Family Legacy, Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Intelligent Financial Strategies | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
PEAK FINANCIAL ADVISORS LLC | 2 | 2 | 0.28% | 0.31% | 0.35% | Q2 2023 | Q3 2023 | 2 |
AT Bancorp | 2 | 2 | 0.06% | 0.10% | 0.14% | Q1 2017 | Q2 2017 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Asset Allocation & Management Company, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2022 | Q4 2022 | 2 |
Signition LP | 1 | 1 | 0.28% | 0.70% | 1.11% | Q4 2017 | Q4 2019 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 2 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.23% | 1.69% | 3.15% | Q3 2017 | Q3 2018 | 2 |
West Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Surevest, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Nicholas Investment Partners, LP | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2016 | Q3 2016 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.09% | 0.18% | Q2 2020 | Q2 2022 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.55% | 1.31% | 2.08% | Q3 2014 | Q2 2017 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 0.37% | 0.39% | 0.42% | Q4 2020 | Q1 2021 | 2 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 2 | 2 | 0.25% | 0.46% | 0.66% | Q1 2023 | Q2 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Hexavest Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.21% | 0.42% | Q4 2020 | Q4 2022 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.22% | 0.30% | Q3 2022 | Q4 2022 | 2 |
AdvisorShares Investments LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2022 | Q3 2022 | 2 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.09% | 0.15% | 0.20% | Q1 2014 | Q4 2015 | 2 |
Jackson Creek Investment Advisors LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2022 | Q3 2022 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 0.16% | 0.29% | 0.42% | Q2 2021 | Q3 2021 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 2 |
MUFG Securities EMEA plc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Nair Vinay | 2 | 2 | 1.21% | 1.22% | 1.24% | Q4 2014 | Q1 2015 | 2 |
BROOKTREE CAPITAL MANAGEMENT | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Brainard Capital Management LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Farmers National Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
J2 Capital Management Inc | 2 | 2 | 0.41% | 0.44% | 0.46% | Q4 2021 | Q1 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 2 |
Covington Investment Advisors Inc. | 2 | 2 | 0.67% | 0.84% | 1.01% | Q3 2020 | Q4 2020 | 2 |
Lazard Freres Gestion S.A.S. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Weitz Investment Management | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q1 2017 | 2 |
My Legacy Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.03% | 0.19% | 0.36% | Q2 2019 | Q1 2020 | 2 |
MYDA Advisors LLC | 1 | 1 | 0.77% | 0.89% | 1.01% | Q3 2019 | Q1 2020 | 2 |
FolioMetrix LLC | 2 | 2 | 0.37% | 0.46% | 0.54% | Q4 2014 | Q1 2015 | 2 |
GARDNER LEWIS ASSET MANAGEMENT L P | 2 | 2 | 0.24% | 0.35% | 0.46% | Q2 2022 | Q3 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q3 2019 | Q1 2020 | 2 |
LMR Master Fund Ltd | 1 | 1 | 0.30% | 0.43% | 0.56% | Q2 2013 | Q4 2013 | 2 |
Palumbo Wealth Management LLC | 2 | 2 | 0.23% | 0.29% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Prossimo Advisors, LLC | 2 | 2 | 0.43% | 0.87% | 1.31% | Q2 2023 | Q3 2023 | 2 |
Gillson Capital LP | 1 | 1 | 0.26% | 0.45% | 0.63% | Q1 2023 | Q3 2023 | 2 |
Quadrant Private Wealth Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
FMA ADVISORY INC | 1 | 1 | 0.01% | 7.81% | 15.60% | Q2 2015 | Q2 2017 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.23% | 0.23% | 0.23% | Q3 2021 | Q4 2021 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q3 2021 | 2 |
TOWER TRUST Co | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2013 | Q1 2014 | 2 |
BIEGEL & WALLER LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q2 2019 | Q3 2019 | 2 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 2 |
Hunter Perkins Capital Management, LLC | 2 | 2 | 0.17% | 0.55% | 0.94% | Q2 2023 | Q3 2023 | 2 |
VIAWEALTH, LLC | 1 | 1 | 0.16% | 0.17% | 0.17% | Q4 2022 | Q2 2023 | 2 |
MERIDIAN INVESTMENT COUNSEL INC. | 1 | 1 | 0.07% | 0.09% | 0.12% | Q2 2019 | Q4 2021 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 0.01% | 1.36% | 2.71% | Q2 2021 | Q3 2021 | 2 |
Congress Park Capital LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Legacy Wealth Partners, Inc. | 2 | 2 | 0.56% | 0.64% | 0.72% | Q1 2021 | Q2 2021 | 2 |
KRV Capital LP | 2 | 2 | 1.65% | 1.79% | 1.92% | Q3 2016 | Q4 2016 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Everhart Financial Group, Inc. | 2 | 2 | 0.18% | 0.23% | 0.27% | Q2 2022 | Q3 2022 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Kepos Capital LP | 1 | 1 | 0.04% | 0.10% | 0.16% | Q4 2017 | Q3 2018 | 2 |
GLG Partners LP | 1 | 1 | 0.01% | 0.09% | 0.16% | Q4 2014 | Q4 2015 | 2 |
Carr Financial Group Corp | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q1 2023 | 2 |
Paradigm Financial Partners, LLC | 2 | 2 | 0.23% | 0.26% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Land & Buildings Investment Management | 1 | 1 | 0.98% | 1.54% | 2.10% | Q2 2013 | Q2 2016 | 2 |
LGT Fund Management Co Ltd. | 2 | 2 | 0.40% | 0.48% | 0.56% | Q1 2022 | Q2 2022 | 2 |
Edmond de Rothschild (Europe) | 2 | 2 | 0.15% | 0.52% | 0.88% | Q2 2016 | Q3 2016 | 2 |
J.P. Turner & Co Capital Mnagement, LLC | 2 | 2 | 0.22% | 0.22% | 0.23% | Q4 2014 | Q1 2015 | 2 |
SEVEN GRAND MANAGERS, LLC | 2 | 2 | 7.03% | 11.00% | 14.98% | Q2 2022 | Q3 2022 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 2 |
WESLEY CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.42% | 1.74% | 2.07% | Q1 2015 | Q2 2015 | 2 |
IVORY INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.30% | 0.43% | Q4 2013 | Q2 2015 | 2 |
Columbus Hill Capital Management, L.P. | 2 | 2 | 0.26% | 0.41% | 0.56% | Q1 2017 | Q2 2017 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 2 |
Ionic Capital Management LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2020 | Q2 2020 | 2 |
CIC Wealth, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.40% | 0.99% | 1.57% | Q1 2022 | Q4 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Fortis Capital Management LLC | 1 | 1 | 1.56% | 1.69% | 1.82% | Q4 2019 | Q3 2020 | 2 |
BINGHAM OSBORN & SCARBOROUGH LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
CenturyLink Investment Management Co | 1 | 1 | 0.30% | 0.32% | 0.35% | Q4 2014 | Q3 2016 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.26% | 0.32% | 0.37% | Q1 2016 | Q2 2016 | 2 |
Vigilare Wealth Management | 2 | 2 | 0.16% | 0.24% | 0.32% | Q1 2021 | Q2 2021 | 2 |
Wavelength Asset Management LLC | 2 | 2 | 0.38% | 0.51% | 0.63% | Q1 2015 | Q2 2015 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2013 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.09% | 0.25% | 0.42% | Q1 2023 | Q2 2023 | 2 |
COMMUNITY BANK SYSTEM, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
FUKOKU MUTUAL LIFE INSURANCE Co | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Baldrige Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Alpha Financial Partners, LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q4 2022 | Q1 2023 | 2 |
British Airways Pensions Investment Management Ltd | 2 | 2 | 0.64% | 0.67% | 0.70% | Q3 2016 | Q4 2016 | 2 |
Krane Funds Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 2 |
Heartland Bank & Trust Co | 2 | 2 | 0.32% | 0.40% | 0.49% | Q4 2020 | Q1 2021 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 2 |
AXIOM INVESTORS LLC /DE | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 2.03% | 2.43% | 2.83% | Q4 2021 | Q1 2022 | 2 |
Baron Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q4 2023 | 2 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 2 |
Virginia National Bank | 2 | 2 | 0.53% | 0.60% | 0.68% | Q1 2022 | Q2 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.03% | 0.09% | 0.16% | Q1 2021 | Q4 2022 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.25% | 0.35% | 0.45% | Q2 2017 | Q4 2020 | 2 |
Sicart Associates LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q1 2020 | 2 |
FJ Capital Management LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q4 2022 | 2 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 2 | 2 | 1.04% | 1.46% | 1.88% | Q2 2016 | Q3 2016 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 2 | 0.06% | 0.14% | 0.22% | Q3 2017 | Q4 2017 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.16% | 0.18% | 0.20% | Q3 2019 | Q4 2019 | 2 |
Fort Warren Capital Management, LP | 2 | 2 | 3.46% | 4.91% | 6.35% | Q4 2015 | Q1 2016 | 2 |
BERNZOTT CAPITAL ADVISORS | 2 | 2 | 1.31% | 1.45% | 1.60% | Q2 2023 | Q3 2023 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Provenire Capital, LLC | 2 | 2 | 0.80% | 1.15% | 1.50% | Q2 2020 | Q3 2020 | 2 |
Heirloom Wealth Management | 2 | 2 | 0.16% | 0.27% | 0.38% | Q4 2021 | Q1 2022 | 2 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q2 2019 | Q3 2022 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
ARS Wealth Advisors Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
SC&H Financial Advisors, Inc. | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Essex LLC | 1 | 1 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
HARVEST CAPITAL MANAGEMENT INC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q1 2019 | Q2 2019 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.25% | 0.26% | 0.28% | Q1 2023 | Q2 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.35% | 0.37% | 0.39% | Q3 2021 | Q2 2022 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
COLUMBUS CIRCLE INVESTORS | 1 | 1 | 0.08% | 0.12% | 0.15% | Q2 2013 | Q4 2013 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Faithward Advisors, LLC | 2 | 2 | 1.07% | 1.15% | 1.24% | Q2 2020 | Q3 2020 | 2 |
Aprio Wealth Management, LLC | 1 | 1 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q2 2022 | 2 |
Greenland Capital Management LP | 1 | 1 | 0.14% | 0.20% | 0.25% | Q4 2022 | Q2 2023 | 2 |
RWC Asset Management LLP | 2 | 2 | 2.41% | 2.62% | 2.84% | Q2 2023 | Q3 2023 | 2 |
T. Rowe Price Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 2 |
Signature Wealth Management Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Manhattan West Asset Management, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q1 2022 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 2 |
O'Dell Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Barings Real Estate Advisers LLC | 2 | 2 | 0.57% | 0.67% | 0.77% | Q2 2013 | Q3 2013 | 2 |
Amplius Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
PRING TURNER CAPITAL GROUP INC | 2 | 2 | 0.46% | 0.48% | 0.50% | Q2 2023 | Q3 2023 | 2 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 2 | 2 | 2.49% | 3.83% | 5.18% | Q4 2020 | Q1 2021 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
First Bancorp, Inc /ME/ | 2 | 2 | 0.19% | 0.19% | 0.20% | Q3 2021 | Q4 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
York Capital Management Global Advisors, LLC | 2 | 2 | 0.12% | 0.24% | 0.37% | Q4 2013 | Q1 2014 | 2 |
Bollard Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Maple-Brown Abbott Ltd | 1 | 1 | 6.28% | 6.28% | 6.28% | Q3 2023 | Q3 2023 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
FORTALEZA ASSET MANAGEMENT INC/ | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2015 | Q1 2015 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Relyea Zuckerberg Hanson LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Credit Capital Investments LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2021 | Q3 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
TriOaks Capital Management L.P. | 1 | 1 | 1.75% | 1.75% | 1.75% | Q2 2013 | Q2 2013 | 1 |
MARSICO CAPITAL MANAGEMENT LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2013 | Q2 2013 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JS Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
ADVISORS MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
CXI Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Sciencast Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2015 | Q1 2015 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Socorro Asset Management LP | 1 | 1 | 2.58% | 2.58% | 2.58% | Q3 2021 | Q3 2021 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2021 | Q3 2021 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2020 | Q1 2020 | 1 |
MARK MORRIS ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wilmington Trust Investment Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2017 | Q3 2017 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Novak Financial Planning, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
3G Capital Partners | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2013 | Q2 2013 | 1 |
NEXT CENTURY GROWTH INVESTORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Plancorp, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
ACUITY INVESTMENT MANAGEMENT INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 1.68% | 1.68% | 1.68% | Q3 2021 | Q3 2021 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2019 | Q3 2019 | 1 |
Arkos Global Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Eukles Asset Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2021 | Q3 2021 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Baltimore-Washington Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
HNP Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2023 | Q2 2023 | 1 |
RIVULET CAPITAL, LLC | 1 | 1 | 4.95% | 4.95% | 4.95% | Q4 2017 | Q4 2017 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q2 2022 | Q2 2022 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Privium Fund Management (UK) Ltd | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Noked Israel Ltd | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
JWEST, LLC | 1 | 1 | 3.25% | 3.25% | 3.25% | Q2 2014 | Q2 2014 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q2 2014 | Q2 2014 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
TOEWS CORP /ADV | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2019 | Q3 2019 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
EVERETT HARRIS & CO /CA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
KWMG, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2014 | Q4 2014 | 1 |
ICC CAPITAL MANAGEMENT INC/ | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2013 | Q2 2013 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
STANCORP INVESTMENT ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2013 | Q2 2013 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2020 | Q1 2020 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 3.14% | 3.14% | 3.14% | Q1 2023 | Q1 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
TrueWealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2019 | Q4 2019 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2016 | Q2 2016 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2020 | Q1 2020 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Sage Asset Management, L.P. | 1 | 1 | 1.86% | 1.86% | 1.86% | Q2 2013 | Q2 2013 | 1 |
Indices-Pac Research Corp. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2013 | Q2 2013 | 1 |
ELEFANTE MICHAEL B | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Centaur Capital | 1 | 1 | 8.00% | 8.00% | 8.00% | Q3 2013 | Q3 2013 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sandia Investment Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Hollow Brook Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Winton Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2013 | Q2 2013 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 4.72% | 4.72% | 4.72% | Q4 2019 | Q4 2019 | 1 |
TELEMUS BEACON INVESTMENT Co LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2013 | Q2 2013 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2016 | Q3 2016 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q2 2010 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
Sunflower Bank, N.A. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SHELTON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
State of New Jersey Common Pension Fund E | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2014 | Q1 2014 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2014 | Q1 2014 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Bridgewater Wealth & Financial Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2013 | Q3 2013 | 1 |
Cavalry Management Group, LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q4 2021 | Q4 2021 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Waypoint Capital Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Milestone Advisory Partners | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
CROWN ADVISORS MANAGEMENT, INC. | 1 | 1 | 1.77% | 1.77% | 1.77% | Q2 2020 | Q2 2020 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
XML Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ALTEGRIS ADVISORS, L.L.C. | 1 | 1 | 2.93% | 2.93% | 2.93% | Q3 2014 | Q3 2014 | 1 |
Advisor Resource Council | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Sweet Financial Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Corton Capital Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
CTC Capital Management, LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q1 2022 | Q1 2022 | 1 |
S&CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
William Allan Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MARCO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Meru Capital Group, LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2017 | Q1 2017 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2015 | Q1 2015 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
VIRIDIAN RIA, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2022 | Q4 2022 | 1 |
Lyon Street Capital, LLC | 1 | 1 | 2.25% | 2.25% | 2.25% | Q1 2020 | Q1 2020 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2023 | Q3 2023 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Brown Shipley& Co Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2018 | Q3 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cyrus J. Lawrence, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BOWEN HANES & CO INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Hatteras Alternative Mutual Funds, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2014 | Q2 2014 | 1 |
TRB Advisors LP | 1 | 1 | 2.54% | 2.54% | 2.54% | Q4 2017 | Q4 2017 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Opera Trading Capital | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Warwick Investment Management, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2023 | Q2 2023 | 1 |
Cercano Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2023 | Q2 2023 | 1 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KKR Credit Advisors (US) LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2013 | Q2 2013 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Talara Capital Management, LLC | 1 | 1 | 3.71% | 3.71% | 3.71% | Q3 2013 | Q3 2013 | 1 |
Fort Sheridan Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
TradeLink Capital LLC | 1 | 1 | 11.06% | 11.06% | 11.06% | Q4 2017 | Q4 2017 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Foundry Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
EA Series Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2023 | Q2 2023 | 1 |
ACCIDENT COMPENSATION CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Parsec Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2017 | Q4 2017 | 1 |
CAMDEN ASSET MANAGEMENT L P /CA | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2017 | Q2 2017 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Riverview Capital Advisers, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2023 | Q3 2023 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AMH Equity Ltd | 1 | 1 | 2.27% | 2.27% | 2.27% | Q3 2022 | Q3 2022 | 1 |
Longbow Finance SA | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Terra Nova Asset Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
West Tower Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Lyons Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Aspen Wealth Strategies, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lee Capital Management LP | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2016 | Q4 2016 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Parplus Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Ghisallo Capital Management LLC | 1 | 1 | 5.52% | 5.52% | 5.52% | Q2 2022 | Q2 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Peninsula Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Savoie Capital LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Renasant Bank | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 1.68% | 1.68% | 1.68% | Q2 2022 | Q2 2022 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2020 | Q4 2020 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Private Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Noked Capital LTD | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SAROFIM FAYEZ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2012 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Empire Capital Management, L.L.C. | 1 | 1 | 2.10% | 2.10% | 2.10% | Q4 2013 | Q4 2013 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
Weil Company, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Amtrust Financial Services, Inc. | 1 | 1 | 2.85% | 2.85% | 2.85% | Q1 2020 | Q1 2020 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q3 2019 | Q3 2019 | 1 |
Kidder Stephen W | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
ACCESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2020 | Q4 2020 | 1 |
Monashee Investment Management LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2022 | Q2 2022 | 1 |
TIEDEMANN TRUST CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Covalis Capital LLP | 1 | 1 | 1.79% | 1.79% | 1.79% | Q1 2023 | Q1 2023 | 1 |
BALESTRA CAPITAL LTD. | 1 | 1 | 1.71% | 1.71% | 1.71% | Q4 2013 | Q4 2013 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
MEYER HANDELMAN CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Flower City Capital | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2021 | Q4 2021 | 1 |
PALLADIEM, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
GlobalBridge, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2014 | Q1 2014 | 1 |
Summit X, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
XTX Topco Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
ALYDAR PARTNERS LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2014 | Q2 2014 | 1 |
Concourse Capital Management, LLC | 1 | 1 | 2.88% | 2.88% | 2.88% | Q4 2018 | Q4 2018 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
Laird Norton Wetherby Trust Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Truadvice, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Overbrook Management Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Kames Capital Management Ltd | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2013 | Q2 2013 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RICE HALL JAMES & ASSOCIATES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
COMMUNITY TRUST & INVESTMENT CO | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2018 | Q4 2018 | 1 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 8.22% | 8.22% | 8.22% | Q2 2013 | Q2 2013 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q4 2017 | Q4 2017 | 1 |
Tyrus Capital S.A.M. | 1 | 1 | 2.17% | 2.17% | 2.17% | Q1 2015 | Q1 2015 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
SANDER CAPITAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2021 | Q1 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Vise Technologies, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2013 | Q2 2013 | 1 |
BILL & MELINDA GATES FOUNDATION TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
S.A. Mason LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Loudon Investment Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2013 | Q2 2013 | 1 |
BLOCKHOUSE CAPITAL MANAGEMENT LP | 1 | 1 | 1.88% | 1.88% | 1.88% | Q4 2017 | Q4 2017 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2013 | Q2 2013 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
External links
This page lists all the filers that currently own AMERICAN TOWER CORP NEW or have owned AMERICAN TOWER CORP NEW in the past.