Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 119 |
Citadel Advisors | 30 | 1 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 95 |
Walleye Trading LLC | 24 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 95 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 87 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.07% | Q1 2012 | Q3 2023 | 71 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 70 |
Parallax Volatility Advisers, L.P. | 13 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q2 2023 | 61 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 60 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q3 2023 | 59 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 57 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.03% | 0.09% | Q1 2012 | Q3 2023 | 56 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.04% | 0.15% | Q1 2009 | Q3 2023 | 56 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.03% | 0.28% | 0.55% | Q4 2011 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.00% | 0.02% | Q4 2010 | Q3 2022 | 48 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 48 | 48 | 0.00% | 0.07% | 0.22% | Q4 2011 | Q3 2023 | 48 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 45 |
Cutler Group LLC / CA | 12 | 11 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2021 | 45 |
CAPITAL FUND MANAGEMENT S.A. | 10 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 45 |
Private Wealth Partners, LLC | 42 | 42 | 0.00% | 0.56% | 1.42% | Q2 2013 | Q3 2023 | 45 |
Jefferies Group LLC | 13 | 2 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2022 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.17% | 0.22% | 0.35% | Q4 2012 | Q3 2023 | 44 |
BRYN MAWR TRUST Co | 43 | 43 | 0.18% | 0.38% | 0.63% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.04% | 0.06% | 0.10% | Q1 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 43 |
M&R CAPITAL MANAGEMENT INC | 43 | 43 | 0.09% | 0.25% | 0.46% | Q2 2013 | Q4 2023 | 43 |
MILLENNIUM MANAGEMENT LLC | 20 | 5 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 43 |
Bank of New York Mellon Corp | 43 | 43 | 0.00% | 0.03% | 0.05% | Q1 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.01% | 0.06% | 0.16% | Q4 2012 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 43 |
BALDWIN BROTHERS LLC/MA | 43 | 43 | 0.04% | 0.16% | 0.38% | Q2 2013 | Q4 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.01% | 0.07% | 0.13% | Q1 2013 | Q3 2023 | 43 |
CARRET ASSET MANAGEMENT, LLC | 42 | 42 | 0.07% | 0.10% | 0.13% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.71% | 1.21% | 1.68% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.06% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
REAVES W H & CO INC | 42 | 42 | 1.90% | 3.39% | 4.61% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.08% | 0.18% | 0.38% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.03% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.02% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.58% | 1.20% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.06% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.06% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
1ST SOURCE BANK | 42 | 42 | 0.13% | 0.27% | 0.44% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.02% | 0.14% | 0.42% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.10% | 0.23% | 0.43% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.21% | 0.37% | Q3 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
LOOMIS SAYLES & CO L P | 42 | 42 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.09% | 0.26% | 0.53% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.16% | 0.44% | 1.03% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
1832 Asset Management L.P. | 42 | 42 | 0.04% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 42 | 42 | 0.12% | 0.25% | 0.45% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.24% | 1.27% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.56% | 0.84% | 1.13% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.03% | 0.12% | 0.30% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.16% | 0.33% | 0.47% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.03% | 0.09% | 0.31% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BLACKHILL CAPITAL INC | 42 | 42 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.02% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.01% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Harbour Capital Advisors, LLC | 19 | 11 | 0.27% | 0.41% | 0.74% | Q1 2013 | Q4 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Gilman Hill Asset Management, LLC | 42 | 42 | 0.11% | 0.27% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.06% | 0.17% | 0.52% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.02% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Partners Group Holding AG | 42 | 42 | 3.75% | 5.94% | 10.56% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.05% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.03% | 0.22% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Clear Harbor Asset Management, LLC | 42 | 42 | 0.59% | 3.50% | 5.40% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.02% | 0.11% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.02% | 0.15% | 0.29% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.03% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.01% | 0.21% | 0.88% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.02% | 0.21% | 0.68% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Paloma Partners Management Co | 11 | 1 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Dorsey & Whitney Trust CO LLC | 42 | 42 | 0.04% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.06% | 0.12% | Q2 2012 | Q4 2022 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
SFE Investment Counsel | 42 | 42 | 0.54% | 0.79% | 1.01% | Q2 2013 | Q3 2023 | 42 |
TSP Capital Management Group, LLC | 42 | 42 | 0.38% | 0.59% | 0.84% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Trellus Management Company, LLC | 42 | 42 | 2.09% | 5.96% | 11.06% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.03% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
CHELSEA COUNSEL CO | 42 | 42 | 1.18% | 2.69% | 4.08% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.15% | 0.34% | 0.66% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CREDIT AGRICOLE S A | 42 | 42 | 0.00% | 0.24% | 1.08% | Q2 2013 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.04% | 0.24% | 0.71% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 33 | 8 | 0.00% | 0.16% | 0.38% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 41 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 41 | 41 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 41 |
Robeco Schweiz AG | 30 | 11 | 0.23% | 1.40% | 5.10% | Q2 2013 | Q3 2023 | 41 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 40 | 1 | 0.04% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Financial Architects, Inc | 41 | 41 | 0.08% | 0.16% | 0.97% | Q2 2013 | Q2 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 18 | 0.02% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
PATTEN & PATTEN INC/TN | 33 | 8 | 0.03% | 0.25% | 0.51% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Cutter & CO Brokerage, Inc. | 39 | 2 | 1.69% | 2.22% | 2.91% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.07% | 0.33% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.01% | 0.07% | 0.15% | Q1 2013 | Q3 2023 | 41 |
TRUST CO OF TOLEDO NA /OH/ | 41 | 41 | 0.07% | 0.40% | 0.59% | Q4 2013 | Q4 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Magellan Asset Management Ltd | 41 | 41 | 0.16% | 0.44% | 1.47% | Q3 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 34 | 7 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
SouthState Corp | 41 | 41 | 0.04% | 0.06% | 0.09% | Q3 2013 | Q3 2023 | 41 |
MEEDER ASSET MANAGEMENT INC | 34 | 7 | 0.02% | 0.14% | 0.63% | Q2 2013 | Q3 2023 | 41 |
PARSONS CAPITAL MANAGEMENT INC/RI | 28 | 13 | 0.08% | 0.29% | 0.44% | Q2 2013 | Q3 2023 | 41 |
Aureus Asset Management, LLC | 41 | 41 | 1.70% | 2.53% | 3.24% | Q2 2013 | Q2 2023 | 41 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 36 | 5 | 0.06% | 0.51% | 0.95% | Q2 2013 | Q3 2023 | 41 |
CANADA PENSION PLAN INVESTMENT BOARD | 31 | 10 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 41 |
PGGM Investments | 33 | 3 | 0.04% | 0.20% | 0.38% | Q1 2013 | Q3 2023 | 41 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 16 | 0.25% | 1.16% | 2.62% | Q2 2013 | Q3 2023 | 41 |
DnB Asset Management AS | 39 | 2 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q4 2023 | 41 |
MONETARY MANAGEMENT GROUP INC | 40 | 40 | 0.02% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Clean Yield Group | 40 | 40 | 0.26% | 0.80% | 1.30% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.04% | 0.07% | 0.09% | Q4 2013 | Q3 2023 | 40 |
D. E. Shaw & Co., Inc. | 15 | 2 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
PEAK6 Group LLC | 15 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q2 2018 | 40 |
B. Riley Wealth Advisors, Inc. | 34 | 1 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 40 |
TCI Wealth Advisors, Inc. | 28 | 2 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q1 2023 | 40 |
SUMITOMO LIFE INSURANCE CO | 40 | 40 | 0.02% | 0.15% | 0.36% | Q4 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 17 | 8 | 0.08% | 0.30% | 0.72% | Q2 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.32% | 0.54% | 0.78% | Q4 2013 | Q3 2023 | 40 |
OLD SECOND NATIONAL BANK OF AURORA | 40 | 40 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.02% | 0.06% | 0.14% | Q4 2013 | Q3 2023 | 40 |
STATE STREET CORP | 32 | 8 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 40 |
MARTINGALE ASSET MANAGEMENT L P | 39 | 39 | 0.02% | 0.19% | 0.60% | Q2 2013 | Q4 2022 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 39 | 39 | 0.53% | 1.14% | 1.69% | Q1 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.06% | 0.16% | 0.26% | Q2 2013 | Q2 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.32% | 0.54% | Q1 2014 | Q3 2023 | 39 |
ProShare Advisors LLC | 39 | 39 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 39 | 39 | 0.21% | 0.42% | 0.64% | Q1 2014 | Q3 2023 | 39 |
STOCK YARDS BANK & TRUST CO | 38 | 38 | 0.76% | 1.32% | 1.89% | Q2 2014 | Q3 2023 | 38 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 38 | 38 | 0.00% | 0.02% | 0.09% | Q2 2014 | Q3 2023 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.12% | 0.37% | 0.58% | Q2 2013 | Q3 2022 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 38 |
Manchester Capital Management LLC | 38 | 38 | 0.06% | 0.14% | 0.33% | Q2 2014 | Q3 2023 | 38 |
OSTERWEIS CAPITAL MANAGEMENT INC | 35 | 3 | 0.00% | 2.16% | 5.76% | Q2 2013 | Q1 2023 | 38 |
BLAIR WILLIAM & CO/IL | 26 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
COUNTRY TRUST BANK | 36 | 2 | 0.50% | 0.88% | 1.57% | Q2 2014 | Q4 2023 | 38 |
J.P. Marvel Investment Advisors, LLC | 11 | 2 | 0.70% | 1.40% | 2.23% | Q2 2013 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.04% | 0.27% | 0.42% | Q2 2013 | Q3 2022 | 38 |
Ledyard National Bank | 38 | 38 | 0.03% | 0.26% | 1.18% | Q2 2013 | Q3 2022 | 38 |
BTR CAPITAL MANAGEMENT INC | 38 | 38 | 0.19% | 1.92% | 3.25% | Q2 2013 | Q3 2022 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.10% | 1.15% | 3.68% | Q2 2013 | Q3 2022 | 38 |
St. Johns Investment Management Company, LLC | 31 | 7 | 0.02% | 0.09% | 0.32% | Q1 2014 | Q3 2023 | 38 |
EVERMAY WEALTH MANAGEMENT LLC | 38 | 38 | 0.03% | 0.11% | 0.27% | Q2 2014 | Q3 2023 | 38 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 32 | 6 | 0.04% | 0.24% | 0.51% | Q2 2013 | Q3 2023 | 38 |
SMITH, MOORE & CO. | 37 | 37 | 0.10% | 0.24% | 0.39% | Q3 2014 | Q3 2023 | 37 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 3 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.09% | 0.20% | 0.38% | Q2 2013 | Q2 2022 | 37 |
NORDEA INVESTMENT MANAGEMENT AB | 37 | 37 | 0.00% | 0.07% | 0.36% | Q3 2014 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 37 |
Focused Wealth Management, Inc | 19 | 18 | 0.05% | 0.12% | 0.39% | Q3 2013 | Q3 2023 | 37 |
JOHNSON INVESTMENT COUNSEL INC | 37 | 37 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Cetera Advisor Networks LLC | 36 | 36 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES TRUST N.A. | 35 | 1 | 0.02% | 0.06% | 0.09% | Q1 2014 | Q3 2023 | 36 |
Archford Capital Strategies, LLC | 19 | 1 | 0.03% | 0.41% | 1.14% | Q1 2014 | Q3 2023 | 36 |
BROWN ADVISORY INC | 33 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 36 |
HARBOUR INVESTMENT MANAGEMENT LLC | 36 | 36 | 0.28% | 0.64% | 1.02% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.06% | 0.10% | 0.32% | Q4 2014 | Q3 2023 | 36 |
Renaissance Technologies | 28 | 1 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
COMERICA BANK | 30 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 36 |
JENNISON ASSOCIATES LLC | 36 | 36 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q1 2022 | 36 |
DE BURLO GROUP INC | 31 | 5 | 0.08% | 0.60% | 3.25% | Q3 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2022 | 36 |
AMALGAMATED BANK | 36 | 36 | 0.03% | 0.06% | 0.15% | Q4 2014 | Q3 2023 | 36 |
Coastline Trust Co | 36 | 36 | 0.09% | 0.17% | 0.22% | Q4 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.78% | 1.81% | 2.68% | Q4 2014 | Q3 2023 | 36 |
LAZARD ASSET MANAGEMENT LLC | 35 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
Meiji Yasuda Asset Management Co Ltd. | 30 | 1 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 36 |
SIGNATUREFD, LLC | 23 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 36 |
IBM Retirement Fund | 34 | 1 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q1 2022 | 35 |
Employees Retirement System of Texas | 35 | 35 | 0.02% | 0.09% | 0.26% | Q2 2013 | Q4 2021 | 35 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 27 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 35 |
AMP Capital Investors Ltd | 35 | 35 | 0.06% | 0.17% | 0.29% | Q2 2013 | Q4 2021 | 35 |
Pictet North America Advisors SA | 35 | 35 | 0.07% | 0.29% | 0.63% | Q1 2015 | Q3 2023 | 35 |
SCOTIA CAPITAL INC. | 22 | 13 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 35 |
National Pension Service | 33 | 2 | 0.05% | 0.08% | 0.10% | Q4 2014 | Q3 2023 | 35 |
CAPSTONE INVESTMENT ADVISORS, LLC | 9 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 35 |
Patten Group, Inc. | 35 | 35 | 0.09% | 0.19% | 0.30% | Q1 2015 | Q3 2023 | 35 |
Barnett & Company, Inc. | 35 | 35 | 0.12% | 0.22% | 0.34% | Q2 2013 | Q4 2021 | 35 |
Roble, Belko & Company, Inc | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.06% | 0.14% | Q4 2013 | Q3 2023 | 35 |
Glassman Wealth Services | 28 | 7 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 35 |
SYNOVUS FINANCIAL CORP | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 35 |
SEGALL BRYANT & HAMILL, LLC | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 34 | 34 | 0.03% | 0.06% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Energy Income Partners, LLC | 31 | 3 | 0.00% | 0.22% | 0.60% | Q1 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 34 |
Natixis Investment Managers International | 22 | 12 | 0.26% | 0.84% | 1.72% | Q2 2013 | Q3 2023 | 34 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 34 | 34 | 0.07% | 0.13% | 0.39% | Q2 2015 | Q3 2023 | 34 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 34 | 34 | 0.00% | 0.06% | 0.09% | Q2 2015 | Q3 2023 | 34 |
COHEN & STEERS, INC. | 31 | 3 | 0.00% | 0.29% | 0.56% | Q2 2013 | Q1 2023 | 34 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 34 | 34 | 0.02% | 0.05% | 0.09% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2021 | 34 |
Cubist Systematic Strategies, LLC | 20 | 1 | 0.00% | 0.06% | 0.24% | Q2 2014 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 34 |
FEDERATED HERMES, INC. | 33 | 1 | 0.00% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.05% | 0.07% | 0.10% | Q2 2015 | Q3 2023 | 34 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2023 | 34 |
Hills Bank & Trust Co | 33 | 33 | 0.02% | 0.07% | 0.18% | Q3 2015 | Q3 2023 | 33 |
Nippon Life Global Investors Americas, Inc. | 32 | 1 | 0.02% | 0.44% | 0.75% | Q1 2014 | Q3 2023 | 33 |
PEAK6 Investments LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q2 2023 | 33 |
TWO SIGMA INVESTMENTS, LP | 9 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 33 |
FIRST FINANCIAL CORP /IN/ | 29 | 4 | 0.01% | 0.02% | 0.19% | Q2 2014 | Q3 2023 | 33 |
IndexIQ Advisors LLC | 19 | 1 | 0.01% | 0.08% | 0.36% | Q2 2013 | Q1 2022 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q4 2023 | 33 |
Prospera Financial Services Inc | 18 | 2 | 0.02% | 0.06% | 0.11% | Q4 2014 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q2 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2021 | 33 |
ASSETMARK, INC | 33 | 33 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.78% | 1.07% | 1.54% | Q2 2013 | Q2 2021 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q2 2021 | 33 |
Homrich & Berg | 32 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2021 | 33 |
Venturi Wealth Management, LLC | 32 | 32 | 0.02% | 0.53% | 1.06% | Q4 2015 | Q3 2023 | 32 |
REILLY FINANCIAL ADVISORS, LLC | 32 | 32 | 0.00% | 0.08% | 0.22% | Q1 2014 | Q4 2021 | 32 |
CoreCommodity Management, LLC | 19 | 1 | 0.13% | 0.81% | 2.70% | Q1 2015 | Q3 2023 | 32 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.01% | 0.11% | Q2 2015 | Q1 2023 | 32 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 28 | 4 | 0.95% | 1.68% | 2.38% | Q4 2014 | Q3 2023 | 32 |
Candriam S.C.A. | 30 | 2 | 0.01% | 0.26% | 0.44% | Q1 2015 | Q3 2023 | 32 |
Gratus Capital, LLC | 32 | 32 | 0.02% | 0.08% | 0.14% | Q1 2015 | Q4 2022 | 32 |
FIRST QUADRANT LLC/CA | 32 | 32 | 0.01% | 0.11% | 0.51% | Q2 2013 | Q1 2021 | 32 |
FineMark National Bank & Trust | 18 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 32 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 23 | 4 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q1 2023 | 32 |
Buffington Mohr McNeal | 32 | 32 | 0.17% | 0.34% | 0.43% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.06% | 0.12% | 0.19% | Q1 2016 | Q4 2023 | 32 |
HBK Sorce Advisory LLC | 32 | 32 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q3 2023 | 32 |
NICOLET BANKSHARES INC | 32 | 32 | 0.07% | 0.15% | 0.24% | Q4 2015 | Q3 2023 | 32 |
THRIVENT FINANCIAL FOR LUTHERANS | 32 | 32 | 0.00% | 0.01% | 0.12% | Q4 2015 | Q3 2023 | 32 |
BANQUE PICTET & CIE SA | 32 | 32 | 0.01% | 0.04% | 0.12% | Q3 2015 | Q2 2023 | 32 |
Princeton Portfolio Strategies Group LLC | 32 | 32 | 0.59% | 1.66% | 2.25% | Q3 2013 | Q2 2021 | 32 |
TEXAS PERMANENT SCHOOL FUND CORP | 31 | 31 | 0.05% | 0.06% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Point72 Hong Kong Ltd | 7 | 1 | 0.01% | 0.07% | 0.29% | Q4 2015 | Q3 2022 | 31 |
Norinchukin Bank, The | 31 | 31 | 0.02% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Caprock Group, LLC | 31 | 31 | 0.06% | 0.14% | 0.24% | Q1 2016 | Q3 2023 | 31 |
BTC Capital Management, Inc. | 31 | 31 | 0.02% | 0.82% | 1.58% | Q3 2014 | Q1 2022 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 31 |
FARMERS & MERCHANTS INVESTMENTS INC | 30 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 31 | 31 | 0.01% | 0.14% | 0.41% | Q1 2016 | Q3 2023 | 31 |
TORONTO DOMINION BANK | 31 | 31 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q3 2023 | 31 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 31 | 31 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q3 2023 | 31 |
CAMBRIDGE TRUST CO | 31 | 31 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Laird Norton Wetherby Wealth Management, LLC | 31 | 31 | 0.05% | 0.16% | 0.25% | Q1 2016 | Q3 2023 | 31 |
Chevy Chase Trust Holdings, LLC | 31 | 31 | 0.05% | 0.07% | 0.09% | Q1 2016 | Q3 2023 | 31 |
Ameritas Investment Partners, Inc. | 31 | 31 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 31 |
NISA INVESTMENT ADVISORS, LLC | 23 | 1 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 31 |
Veritable, L.P. | 31 | 31 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q2 2023 | 31 |
Louisiana State Employees Retirement System | 31 | 31 | 0.03% | 0.05% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Parkside Financial Bank & Trust | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
WELLINGTON MANAGEMENT GROUP LLP | 19 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 31 |
Kentucky Retirement Systems | 31 | 31 | 0.06% | 0.08% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Chesley Taft & Associates LLC | 31 | 31 | 0.07% | 0.12% | 0.17% | Q1 2016 | Q3 2023 | 31 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 22 | 9 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q1 2021 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 29 | 2 | 0.41% | 0.58% | 0.73% | Q4 2013 | Q3 2023 | 31 |
TELEMUS CAPITAL, LLC | 31 | 31 | 0.02% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 31 |
GATEWAY INVESTMENT ADVISERS LLC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
CIBC WORLD MARKET INC. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 31 | 31 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Retirement Systems of Alabama | 31 | 31 | 0.02% | 0.05% | 0.13% | Q1 2016 | Q3 2023 | 31 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 31 | 31 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Kentucky Retirement Systems Insurance Trust Fund | 31 | 31 | 0.06% | 0.08% | 0.10% | Q1 2016 | Q3 2023 | 31 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 31 | 31 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.12% | 0.22% | Q2 2013 | Q4 2020 | 31 |
SECURIAN ASSET MANAGEMENT, INC | 31 | 31 | 0.03% | 0.05% | 0.06% | Q1 2016 | Q3 2023 | 31 |
State of Alaska, Department of Revenue | 27 | 4 | 0.02% | 0.09% | 0.31% | Q4 2015 | Q3 2023 | 31 |
PARADIGM ASSET MANAGEMENT CO LLC | 26 | 2 | 0.03% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 30 |
UMB Bank, n.a. | 27 | 3 | 0.01% | 0.14% | 0.35% | Q1 2016 | Q3 2023 | 30 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 18 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 30 |
Bartlett & Co. LLC | 16 | 14 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2023 | 30 |
CRAMER ROSENTHAL MCGLYNN LLC | 30 | 30 | 0.62% | 1.25% | 2.20% | Q2 2013 | Q3 2020 | 30 |
FIDUCIARY TRUST CO | 30 | 30 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.01% | 0.24% | 0.48% | Q2 2016 | Q3 2023 | 30 |
SENTRY INVESTMENT MANAGEMENT LLC | 27 | 3 | 0.02% | 0.06% | 0.10% | Q1 2016 | Q3 2023 | 30 |
Skandinaviska Enskilda Banken AB (publ) | 27 | 3 | 0.02% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 30 |
EVERENCE CAPITAL MANAGEMENT INC | 30 | 30 | 0.06% | 0.13% | 0.22% | Q2 2016 | Q3 2023 | 30 |
Boston Trust Walden Corp | 26 | 4 | 0.00% | 0.04% | 0.10% | Q3 2015 | Q3 2023 | 30 |
LS Investment Advisors, LLC | 30 | 30 | 0.02% | 0.07% | 0.13% | Q4 2013 | Q1 2021 | 30 |
ARROW FINANCIAL CORP | 29 | 1 | 0.00% | 0.07% | 0.16% | Q3 2014 | Q3 2023 | 30 |
LORD, ABBETT & CO. LLC | 28 | 1 | 0.06% | 0.19% | 0.35% | Q2 2013 | Q3 2021 | 30 |
BANK OF NOVA SCOTIA | 17 | 13 | 0.00% | 0.01% | 0.10% | Q1 2016 | Q3 2023 | 30 |
NEXT Financial Group, Inc | 24 | 6 | 0.01% | 0.06% | 0.19% | Q2 2014 | Q4 2021 | 30 |
TRILLIUM ASSET MANAGEMENT, LLC | 30 | 30 | 0.81% | 1.53% | 2.07% | Q2 2016 | Q3 2023 | 30 |
Pacer Advisors, Inc. | 14 | 4 | 0.00% | 0.04% | 0.11% | Q4 2015 | Q3 2023 | 30 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 30 | 30 | 0.05% | 0.07% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Vigilant Capital Management, LLC | 23 | 1 | 0.00% | 0.82% | 2.16% | Q2 2014 | Q2 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.06% | 0.11% | 0.21% | Q1 2016 | Q3 2023 | 30 |
WELCH & FORBES LLC | 28 | 2 | 0.01% | 0.17% | 0.43% | Q1 2016 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 18 | 1 | 0.04% | 0.06% | 0.12% | Q3 2013 | Q3 2023 | 29 |
First Horizon Advisors, Inc. | 12 | 3 | 0.00% | 0.01% | 0.09% | Q4 2013 | Q3 2023 | 29 |
DAVIS R M INC | 29 | 29 | 0.25% | 1.49% | 2.15% | Q3 2016 | Q3 2023 | 29 |
ROYAL LONDON ASSET MANAGEMENT LTD | 15 | 1 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 29 |
SHELL ASSET MANAGEMENT CO | 29 | 29 | 0.03% | 0.13% | 0.30% | Q3 2016 | Q3 2023 | 29 |
CWM, LLC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 29 |
ELCO Management Co., LLC | 29 | 29 | 0.21% | 1.92% | 3.24% | Q3 2016 | Q3 2023 | 29 |
Moors & Cabot, Inc. | 26 | 2 | 0.00% | 0.06% | 0.09% | Q2 2016 | Q3 2023 | 29 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 24 | 5 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 29 |
JNBA Financial Advisors | 20 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.21% | 0.52% | Q4 2013 | Q4 2020 | 29 |
MACKENZIE FINANCIAL CORP | 24 | 2 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 29 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 29 | 29 | 0.01% | 0.43% | 1.17% | Q2 2014 | Q2 2021 | 29 |
LGT CAPITAL PARTNERS LTD. | 29 | 29 | 0.16% | 1.67% | 5.43% | Q2 2014 | Q2 2021 | 29 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 14 | 0.00% | 0.08% | 0.25% | Q2 2015 | Q3 2023 | 29 |
Allworth Financial LP | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Alberta Investment Management Corp | 14 | 1 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.03% | 0.07% | 0.15% | Q1 2016 | Q4 2022 | 28 |
CHICAGO EQUITY PARTNERS LLC | 28 | 28 | 0.09% | 0.19% | 0.46% | Q2 2013 | Q1 2020 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.02% | 0.09% | 0.21% | Q2 2013 | Q1 2020 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.02% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Godshalk Welsh Capital Management, Inc. | 28 | 28 | 0.40% | 0.52% | 0.67% | Q4 2016 | Q3 2023 | 28 |
Kingfisher Capital LLC | 28 | 28 | 1.07% | 1.32% | 1.67% | Q4 2016 | Q3 2023 | 28 |
Perennial Advisors, LLC | 28 | 28 | 1.19% | 1.52% | 1.90% | Q4 2016 | Q3 2023 | 28 |
BRAUN STACEY ASSOCIATES INC | 28 | 28 | 0.29% | 0.54% | 0.74% | Q4 2016 | Q3 2023 | 28 |
Balentine LLC | 12 | 7 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 28 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.04% | 0.17% | Q4 2015 | Q3 2023 | 28 |
BAR HARBOR WEALTH MANAGEMENT | 28 | 28 | 0.04% | 0.09% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.03% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.03% | 0.05% | 0.12% | Q4 2016 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q1 2020 | 28 |
Boston Common Asset Management, LLC | 28 | 28 | 0.11% | 0.74% | 1.78% | Q4 2016 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.02% | 0.05% | 0.06% | Q4 2014 | Q3 2021 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.01% | 0.10% | 0.24% | Q4 2016 | Q3 2023 | 28 |
GREAT LAKES ADVISORS, LLC | 19 | 1 | 0.00% | 0.04% | 0.23% | Q3 2014 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.04% | 0.14% | 0.29% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.05% | 0.09% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Rathbones Group PLC | 19 | 8 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2019 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Ballentine Partners, LLC | 27 | 27 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 27 |
Ardevora Asset Management LLP | 18 | 2 | 0.39% | 1.02% | 1.36% | Q1 2015 | Q1 2023 | 27 |
IFM Investors Pty Ltd | 27 | 27 | 0.06% | 0.10% | 0.16% | Q1 2017 | Q3 2023 | 27 |
Stratos Wealth Partners, LTD. | 20 | 3 | 0.01% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 27 |
PINNACLE ASSOCIATES LTD | 24 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 27 |
Assenagon Asset Management S.A. | 17 | 10 | 0.00% | 0.04% | 0.31% | Q4 2016 | Q3 2023 | 27 |
Eagle Capital Management, LLC | 27 | 27 | 1.60% | 2.35% | 5.04% | Q4 2016 | Q2 2023 | 27 |
Plante Moran Financial Advisors, LLC | 13 | 1 | 0.00% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 27 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 23 | 4 | 0.07% | 0.13% | 0.24% | Q3 2014 | Q4 2023 | 27 |
Close Asset Management Ltd | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Cetera Investment Advisers | 27 | 27 | 0.00% | 0.08% | 0.13% | Q1 2017 | Q3 2023 | 27 |
HCR Wealth Advisors | 25 | 2 | 0.70% | 1.00% | 1.40% | Q4 2016 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.02% | 0.16% | 0.34% | Q1 2017 | Q3 2023 | 27 |
People's United Financial, Inc. | 27 | 27 | 0.07% | 0.15% | 0.30% | Q3 2015 | Q1 2022 | 27 |
Clearstead Trust, LLC | 16 | 10 | 0.01% | 1.11% | 2.89% | Q1 2017 | Q3 2023 | 26 |
TOWER BRIDGE ADVISORS | 26 | 26 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Tradewinds Capital Management, LLC | 26 | 26 | 0.01% | 0.01% | 0.04% | Q4 2013 | Q1 2020 | 26 |
CHARTWELL INVESTMENT PARTNERS, LLC | 14 | 12 | 0.06% | 0.11% | 0.17% | Q2 2014 | Q4 2022 | 26 |
Beaton Management Co. Inc. | 26 | 26 | 0.29% | 0.37% | 0.45% | Q2 2017 | Q3 2023 | 26 |
HOWLAND CAPITAL MANAGEMENT LLC | 26 | 26 | 0.31% | 1.06% | 1.34% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.04% | 0.28% | Q2 2013 | Q3 2019 | 26 |
Water Asset Management LLC | 21 | 5 | 2.47% | 11.72% | 23.37% | Q2 2013 | Q4 2019 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.03% | 0.05% | 0.07% | Q3 2016 | Q3 2023 | 26 |
Wealth Architects, LLC | 26 | 26 | 0.07% | 0.12% | 0.16% | Q2 2017 | Q3 2023 | 26 |
INGALLS & SNYDER LLC | 12 | 2 | 0.12% | 0.16% | 0.23% | Q2 2016 | Q3 2023 | 26 |
Sutton Wealth Advisors Inc. | 25 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 26 |
CIBC Private Wealth Group, LLC | 19 | 7 | 0.00% | 0.16% | 0.56% | Q1 2017 | Q3 2023 | 26 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 25 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 26 |
DELTA ASSET MANAGEMENT LLC/TN | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
FORSTA AP-FONDEN | 15 | 11 | 0.04% | 0.15% | 0.48% | Q1 2017 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.10% | 0.46% | Q2 2015 | Q3 2023 | 26 |
TUDOR INVESTMENT CORP ET AL | 9 | 1 | 0.00% | 0.04% | 0.20% | Q2 2015 | Q2 2023 | 26 |
AGF INVESTMENTS INC. | 16 | 2 | 0.00% | 0.12% | 0.30% | Q2 2013 | Q3 2022 | 26 |
C M BIDWELL & ASSOCIATES LTD | 26 | 26 | 0.00% | 0.14% | 0.73% | Q2 2017 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 19 | 7 | 0.00% | 0.03% | 0.16% | Q1 2017 | Q3 2023 | 26 |
PITTENGER & ANDERSON INC | 15 | 4 | 0.01% | 0.09% | 0.16% | Q2 2015 | Q3 2023 | 26 |
AMERICAN NATIONAL BANK | 24 | 2 | 0.00% | 0.19% | 1.26% | Q1 2016 | Q2 2023 | 26 |
Cipher Capital LP | 17 | 1 | 0.03% | 0.38% | 0.84% | Q4 2013 | Q3 2023 | 26 |
NOMURA HOLDINGS INC | 6 | 1 | 0.00% | 0.00% | 0.03% | Q4 2012 | Q2 2023 | 26 |
MML INVESTORS SERVICES, LLC | 24 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 26 |
Empire Life Investments Inc. | 24 | 1 | 0.33% | 0.48% | 0.63% | Q4 2016 | Q1 2023 | 25 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2023 | 25 |
MASON STREET ADVISORS, LLC | 20 | 1 | 0.03% | 0.06% | 0.22% | Q2 2013 | Q4 2020 | 25 |
Brookfield Asset Management | 13 | 1 | 0.02% | 0.51% | 1.43% | Q2 2013 | Q3 2023 | 25 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 16 | 1 | 0.00% | 0.25% | 0.47% | Q2 2013 | Q3 2021 | 25 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 23 | 2 | 0.05% | 1.06% | 2.86% | Q2 2017 | Q3 2023 | 25 |
TOMPKINS FINANCIAL CORP | 14 | 1 | 0.00% | 0.57% | 1.13% | Q2 2016 | Q4 2023 | 25 |
Carroll Financial Associates, Inc. | 25 | 25 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2021 | 25 |
SECURITY ASSET MANAGEMENT | 25 | 25 | 1.21% | 1.96% | 2.31% | Q1 2017 | Q1 2023 | 25 |
Mirador Capital Partners LP | 21 | 4 | 0.07% | 0.14% | 0.19% | Q2 2017 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q2 2019 | 25 |
Bangor Savings Bank | 18 | 1 | 0.19% | 0.26% | 0.36% | Q1 2017 | Q3 2023 | 25 |
Copeland Capital Management, LLC | 25 | 25 | 0.00% | 0.42% | 1.04% | Q3 2017 | Q3 2023 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.09% | 0.12% | 0.16% | Q3 2016 | Q3 2022 | 25 |
WEBSTER BANK, N. A. | 18 | 7 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 25 |
Summit X, LLC | 25 | 25 | 0.12% | 0.27% | 0.40% | Q2 2017 | Q2 2023 | 25 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 25 | 25 | 0.04% | 0.05% | 0.07% | Q3 2016 | Q3 2022 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
PUTNAM INVESTMENTS LLC | 22 | 3 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 25 |
Crestwood Advisors Group, LLC | 14 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 25 |
NEVILLE RODIE & SHAW INC | 25 | 25 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2023 | 25 |
Penserra Capital Management LLC | 21 | 4 | 0.00% | 0.03% | 0.15% | Q1 2016 | Q3 2023 | 25 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 0.07% | 0.28% | 0.72% | Q3 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Pettee Investors, Inc. | 25 | 25 | 0.22% | 0.38% | 0.50% | Q3 2017 | Q3 2023 | 25 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 24 | 24 | 1.55% | 3.61% | 6.38% | Q2 2013 | Q1 2019 | 24 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 21 | 1 | 0.00% | 0.12% | 0.22% | Q1 2018 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 24 |
EATON VANCE MANAGEMENT | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2022 | 24 |
WILLIAMS JONES & ASSOCIATES LLC | 24 | 24 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q2 2019 | 24 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 13 | 2 | 0.02% | 0.05% | 0.07% | Q1 2016 | Q2 2023 | 24 |
EXANE DERIVATIVES | 12 | 1 | 0.00% | 0.14% | 2.44% | Q3 2015 | Q1 2022 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
BRASADA CAPITAL MANAGEMENT, LP | 24 | 24 | 0.32% | 1.22% | 1.85% | Q4 2017 | Q3 2023 | 24 |
Vident Investment Advisory, LLC | 24 | 24 | 0.02% | 0.09% | 0.22% | Q3 2017 | Q2 2023 | 24 |
Avondale Wealth Management | 24 | 24 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.20% | 0.57% | Q1 2013 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Lombard Odier Asset Management (Switzerland) SA | 9 | 1 | 0.02% | 0.21% | 0.91% | Q2 2014 | Q3 2023 | 24 |
MCF Advisors LLC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 24 |
TRADITION CAPITAL MANAGEMENT LLC | 24 | 24 | 0.11% | 0.33% | 0.59% | Q2 2013 | Q1 2019 | 24 |
Keeley-Teton Advisors, LLC | 17 | 7 | 0.05% | 0.32% | 0.77% | Q1 2017 | Q1 2023 | 24 |
COLONY GROUP LLC | 23 | 1 | 0.00% | 0.04% | 0.12% | Q3 2014 | Q3 2023 | 24 |
WEALTHSOURCE PARTNERS, LLC | 15 | 9 | 0.04% | 0.10% | 0.25% | Q1 2016 | Q2 2022 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.20% | 0.42% | 0.82% | Q4 2017 | Q3 2023 | 24 |
Edge Wealth Management LLC | 17 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
CI INVESTMENTS INC. | 17 | 7 | 0.00% | 0.05% | 0.26% | Q4 2014 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
ARGA Investment Management, LP | 14 | 10 | 0.02% | 0.14% | 0.41% | Q2 2017 | Q3 2023 | 24 |
Sandy Spring Bank | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 23 |
Pinion Investment Advisors, LLC | 23 | 23 | 0.35% | 0.80% | 1.29% | Q1 2018 | Q3 2023 | 23 |
Private Ocean, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Tortoise Index Solutions, LLC | 14 | 9 | 0.01% | 0.49% | 1.17% | Q4 2017 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.05% | 0.31% | 1.18% | Q1 2018 | Q3 2023 | 23 |
WASHINGTON TRUST BANK | 13 | 10 | 0.02% | 0.26% | 0.66% | Q1 2014 | Q2 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.05% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 23 |
CENTRAL BANK & TRUST CO | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 23 |
PEDDOCK CAPITAL ADVISORS, LLC | 8 | 1 | 0.01% | 0.09% | 0.15% | Q3 2016 | Q2 2023 | 23 |
Independence Bank of Kentucky | 20 | 3 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 23 |
TOBAM | 13 | 2 | 0.00% | 0.29% | 1.80% | Q1 2016 | Q3 2023 | 23 |
Meiji Yasuda Life Insurance Co | 15 | 1 | 0.01% | 0.13% | 0.38% | Q2 2013 | Q3 2023 | 23 |
ONTARIO TEACHERS PENSION PLAN BOARD | 17 | 1 | 0.01% | 0.04% | 0.11% | Q1 2016 | Q4 2022 | 23 |
CONNING INC. | 23 | 23 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2021 | 23 |
Mirae Asset Global Investments Co., Ltd. | 22 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.04% | 0.22% | Q1 2018 | Q3 2023 | 23 |
Ecofin Advisors Ltd | 17 | 6 | 0.00% | 0.92% | 1.89% | Q2 2013 | Q4 2020 | 23 |
Texas Yale Capital Corp. | 23 | 23 | 0.04% | 0.08% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Aristotle Atlantic Partners, LLC | 20 | 3 | 0.13% | 0.25% | 0.42% | Q4 2017 | Q3 2023 | 23 |
Hartford Financial Management Inc. | 22 | 1 | 0.04% | 1.48% | 1.91% | Q2 2013 | Q3 2023 | 23 |
BARINGS LLC | 20 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2022 | 22 |
BP PLC | 22 | 22 | 0.03% | 0.08% | 0.20% | Q1 2016 | Q2 2021 | 22 |
FIL Ltd | 22 | 22 | 0.06% | 0.13% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Choate Investment Advisors | 22 | 22 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 22 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 22 | 22 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Clark Capital Management Group, Inc. | 20 | 2 | 0.02% | 0.13% | 0.63% | Q2 2013 | Q3 2023 | 22 |
NN Investment Partners Holdings N.V. | 11 | 1 | 0.00% | 0.17% | 0.66% | Q1 2016 | Q1 2022 | 22 |
Lombard Odier Asset Management (Europe) Ltd | 14 | 2 | 0.01% | 0.71% | 2.16% | Q2 2016 | Q3 2023 | 22 |
Sunbelt Securities, Inc. | 18 | 1 | 0.05% | 0.14% | 0.27% | Q4 2016 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
SECURITY NATIONAL TRUST CO | 20 | 1 | 0.00% | 0.03% | 0.05% | Q4 2013 | Q3 2021 | 22 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q1 2019 | 22 |
Impax Asset Management LTD | 22 | 22 | 2.29% | 4.30% | 6.00% | Q1 2013 | Q2 2018 | 22 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.01% | 0.15% | 0.20% | Q1 2017 | Q2 2022 | 22 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 22 | 22 | 0.04% | 0.06% | 0.08% | Q1 2014 | Q2 2019 | 22 |
TEACHERS ADVISORS, LLC | 22 | 22 | 0.05% | 0.10% | 0.15% | Q4 2013 | Q1 2019 | 22 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 1 | 0.02% | 0.09% | 0.36% | Q2 2013 | Q4 2019 | 22 |
BB&T SECURITIES, LLC | 22 | 22 | 0.01% | 0.09% | 0.21% | Q2 2014 | Q3 2019 | 22 |
JUPITER ASSET MANAGEMENT LTD | 22 | 22 | 0.01% | 0.14% | 0.50% | Q2 2018 | Q3 2023 | 22 |
GREENLEAF TRUST | 20 | 2 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 22 |
SIMPLEX TRADING, LLC | 13 | 1 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q2 2023 | 21 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q2 2022 | 21 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.00% | 0.02% | 0.17% | Q2 2016 | Q3 2023 | 21 |
MOODY NATIONAL BANK TRUST DIVISION | 21 | 21 | 0.00% | 0.09% | 0.15% | Q3 2018 | Q3 2023 | 21 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 5 | 0.01% | 0.13% | 0.50% | Q2 2013 | Q1 2019 | 21 |
Liberty Mutual Group Asset Management Inc. | 11 | 10 | 0.01% | 0.12% | 0.25% | Q2 2013 | Q3 2018 | 21 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 21 | 21 | 0.42% | 1.05% | 1.77% | Q2 2015 | Q2 2020 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q2 2018 | 21 |
IMPAX ASSET MANAGEMENT LLC | 21 | 21 | 0.10% | 0.17% | 0.29% | Q2 2013 | Q2 2018 | 21 |
ASSET ADVISORS CORP | 21 | 21 | 1.68% | 2.49% | 3.76% | Q2 2013 | Q2 2018 | 21 |
DEARBORN PARTNERS LLC | 21 | 21 | 0.02% | 0.10% | 1.55% | Q3 2018 | Q3 2023 | 21 |
Kistler-Tiffany Companies, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.02% | 0.88% | 2.14% | Q2 2013 | Q2 2018 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2022 | 21 |
NATIXIS | 9 | 2 | 0.00% | 0.05% | 0.23% | Q4 2016 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.01% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.04% | 0.06% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Checchi Capital Advisers, LLC | 19 | 2 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.09% | Q3 2018 | Q3 2023 | 21 |
Blankinship & Foster, LLC | 21 | 21 | 0.08% | 0.14% | 0.18% | Q3 2018 | Q3 2023 | 21 |
Impax Asset Management Group plc | 21 | 21 | 3.11% | 3.56% | 4.11% | Q3 2018 | Q3 2023 | 21 |
Mariner, LLC | 15 | 6 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 21 |
Arjuna Capital | 21 | 21 | 0.33% | 1.16% | 2.78% | Q4 2017 | Q4 2022 | 21 |
Van Hulzen Asset Management, LLC | 11 | 10 | 0.07% | 0.16% | 0.24% | Q2 2018 | Q3 2023 | 21 |
AGF Investments LLC | 12 | 9 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q1 2022 | 21 |
Snowden Capital Advisors LLC | 12 | 1 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 21 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 20 | 20 | 0.01% | 0.09% | 0.16% | Q4 2018 | Q3 2023 | 20 |
VeraBank, N.A. | 20 | 20 | 0.20% | 0.44% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
WMS Partners, LLC | 18 | 2 | 0.03% | 0.07% | 0.10% | Q3 2013 | Q4 2021 | 20 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q4 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2022 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 1.38% | 1.75% | 2.20% | Q4 2018 | Q3 2023 | 20 |
HighPoint Advisor Group LLC | 19 | 1 | 0.07% | 0.10% | 0.25% | Q1 2017 | Q2 2022 | 20 |
BOURGEON CAPITAL MANAGEMENT LLC | 20 | 20 | 0.06% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Voya Financial Advisors, Inc. | 20 | 20 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q1 2021 | 20 |
VAN ECK ASSOCIATES CORP | 16 | 4 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 20 |
Paradigm Financial Partners, LLC | 20 | 20 | 0.71% | 0.85% | 1.02% | Q4 2018 | Q3 2023 | 20 |
ING GROEP NV | 6 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 20 |
AMERICAN CENTURY COMPANIES INC | 17 | 1 | 0.00% | 0.06% | 0.15% | Q2 2014 | Q3 2023 | 20 |
Dynamic Advisor Solutions LLC | 17 | 3 | 0.02% | 0.10% | 0.39% | Q4 2013 | Q3 2023 | 20 |
Wellington Shields & Co., LLC | 14 | 1 | 0.06% | 0.12% | 0.18% | Q1 2016 | Q3 2023 | 20 |
USCA RIA LLC | 19 | 1 | 0.02% | 0.04% | 0.17% | Q3 2014 | Q2 2021 | 20 |
Bellecapital International Ltd. | 20 | 20 | 0.18% | 0.43% | 0.69% | Q4 2018 | Q3 2023 | 20 |
Darwin Wealth Management, LLC | 20 | 20 | 0.06% | 0.21% | 0.57% | Q4 2018 | Q3 2023 | 20 |
USA FINANCIAL FORMULAS | 15 | 2 | 0.00% | 0.23% | 1.07% | Q1 2016 | Q2 2023 | 20 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 13 | 7 | 0.10% | 0.30% | 0.41% | Q4 2014 | Q4 2019 | 20 |
BerganKDV Wealth Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 20 |
MIROVA | 20 | 20 | 0.78% | 1.53% | 4.39% | Q4 2018 | Q3 2023 | 20 |
Family Legacy, Inc. | 17 | 3 | 0.05% | 0.20% | 0.26% | Q2 2018 | Q3 2023 | 20 |
PARK AVENUE SECURITIES LLC | 19 | 1 | 0.03% | 0.05% | 0.11% | Q2 2017 | Q3 2023 | 20 |
Avior Wealth Management, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 1.08% | 1.52% | 2.04% | Q4 2018 | Q3 2023 | 20 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Atom Investors LP | 20 | 20 | 0.07% | 0.41% | 2.04% | Q4 2018 | Q3 2023 | 20 |
Sentry Investments Corp. | 20 | 20 | 0.02% | 0.10% | 0.21% | Q2 2013 | Q1 2018 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
PRUDENTIAL PLC | 12 | 8 | 0.00% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.43% | 0.62% | 0.80% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.08% | 0.25% | 0.67% | Q4 2017 | Q3 2022 | 20 |
Old Port Advisors | 18 | 1 | 0.64% | 1.24% | 1.74% | Q2 2018 | Q3 2023 | 20 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 6 | 0.02% | 0.09% | 0.20% | Q3 2013 | Q1 2021 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.02% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Asset Advisors Investment Management, LLC | 12 | 8 | 1.78% | 2.40% | 2.87% | Q3 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Rehmann Capital Advisory Group | 8 | 2 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q2 2023 | 20 |
PFG Advisors | 20 | 20 | 0.10% | 0.15% | 0.18% | Q4 2018 | Q3 2023 | 20 |
FDx Advisors, Inc. | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2023 | 19 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.01% | 0.11% | 0.30% | Q1 2015 | Q3 2019 | 19 |
Spot Trading L.L.C | 3 | 2 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q4 2016 | 19 |
CALTON & ASSOCIATES, INC. | 17 | 2 | 0.06% | 0.09% | 0.19% | Q2 2018 | Q2 2023 | 19 |
CPWM, LLC | 19 | 19 | 0.34% | 0.69% | 0.88% | Q1 2018 | Q3 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
STEWART & PATTEN CO LLC | 19 | 19 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 0.52% | 1.29% | Q2 2013 | Q4 2017 | 19 |
MAI Capital Management | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Capital Analysts, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Princeton Global Asset Management LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.27% | 0.36% | 0.47% | Q1 2019 | Q3 2023 | 19 |
Mascoma Wealth Management LLC | 11 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q1 2023 | 19 |
Ascension Asset Management LLC | 10 | 1 | 0.95% | 1.29% | 1.61% | Q4 2017 | Q2 2023 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.18% | 0.25% | 0.36% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 19 |
Telos Capital Management, Inc. | 19 | 19 | 0.03% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
ADIRONDACK TRUST CO | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 19 |
ADVISOR PARTNERS LLC | 19 | 19 | 0.04% | 0.08% | 0.10% | Q4 2017 | Q2 2022 | 19 |
MCKINLEY CAPITAL MANAGEMENT LLC | 14 | 5 | 0.01% | 0.17% | 0.87% | Q2 2013 | Q3 2019 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.39% | 0.46% | 0.60% | Q2 2018 | Q4 2022 | 19 |
REGIONS FINANCIAL CORP | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 19 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 19 |
HM PAYSON & CO | 18 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 19 |
Tredje AP-fonden | 15 | 4 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 19 |
Freedom Investment Management, Inc. | 14 | 1 | 0.01% | 0.12% | 0.55% | Q3 2016 | Q3 2023 | 19 |
FIRST NATIONAL CORP /MA/ /ADV | 12 | 7 | 0.26% | 2.10% | 2.81% | Q4 2018 | Q3 2023 | 19 |
Personal Capital Advisors Corp | 19 | 19 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q4 2022 | 19 |
Cornerstone Advisors, Inc. | 19 | 19 | 0.00% | 0.04% | 0.11% | Q4 2014 | Q2 2019 | 19 |
McKinley Carter Wealth Services, Inc. | 14 | 1 | 0.02% | 0.04% | 0.12% | Q2 2016 | Q3 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.02% | 0.29% | 0.73% | Q2 2013 | Q4 2017 | 19 |
Barrett Asset Management, LLC | 12 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2021 | 19 |
Belpointe Asset Management LLC | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Proficio Capital Partners LLC | 15 | 4 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2021 | 19 |
Gotham Asset Management, LLC | 19 | 19 | 0.01% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 19 |
WINTON GROUP Ltd | 10 | 1 | 0.01% | 0.08% | 0.27% | Q4 2016 | Q2 2022 | 18 |
Cognios Capital, LLC | 18 | 18 | 0.08% | 0.17% | 0.86% | Q4 2015 | Q1 2020 | 18 |
Ancora Advisors LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 18 |
BOWEN HANES & CO INC | 18 | 18 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Essex Financial Services, Inc. | 18 | 18 | 0.05% | 0.09% | 0.17% | Q2 2019 | Q3 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
GAM Holding AG | 14 | 1 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q4 2018 | 18 |
Lenox Wealth Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 18 |
OLD NATIONAL BANCORP /IN/ | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Stonebridge Capital Advisors LLC | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
FIRST MERCHANTS CORP | 18 | 18 | 0.05% | 0.11% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Capital Advisors, Ltd. LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Prestige Wealth Management Group LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
Independent Advisor Alliance | 15 | 3 | 0.02% | 0.05% | 0.15% | Q1 2019 | Q3 2023 | 18 |
Rafferty Asset Management, LLC | 17 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 18 |
Kessler Investment Group, LLC | 9 | 1 | 0.01% | 1.65% | 2.68% | Q2 2013 | Q2 2018 | 18 |
KCM INVESTMENT ADVISORS LLC | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
OAKBROOK INVESTMENTS LLC | 16 | 2 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q4 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2017 | 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 18 |
RAINIER INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.32% | 0.78% | 1.57% | Q3 2013 | Q4 2017 | 18 |
CITIZENS FINANCIAL GROUP INC/RI | 11 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q2 2023 | 18 |
BESSEMER SECURITIES LLC | 16 | 2 | 0.18% | 0.34% | 0.78% | Q2 2015 | Q3 2022 | 18 |
Farmers & Merchants Trust Co of Chambersburg PA | 18 | 18 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Summit Global Investments | 15 | 3 | 0.18% | 0.73% | 2.58% | Q2 2018 | Q4 2022 | 18 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
OPPENHEIMER ASSET MANAGEMENT INC. | 17 | 1 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 18 |
Sepio Capital, LP | 13 | 5 | 0.03% | 0.14% | 0.61% | Q4 2018 | Q3 2023 | 18 |
HANSEATIC MANAGEMENT SERVICES INC | 18 | 18 | 0.01% | 0.36% | 1.13% | Q4 2015 | Q1 2020 | 18 |
Shamrock Asset Management LLC | 10 | 8 | 0.00% | 0.34% | 0.68% | Q2 2013 | Q2 2018 | 18 |
Crow Point Partners, LLC | 12 | 3 | 1.47% | 2.65% | 3.73% | Q1 2014 | Q3 2019 | 18 |
Atria Investments, Inc | 7 | 2 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q1 2022 | 18 |
SEEYOND | 17 | 17 | 0.05% | 0.24% | 0.38% | Q4 2018 | Q4 2022 | 17 |
Compagnie Lombard Odier SCmA | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 17 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.13% | 0.34% | Q1 2014 | Q1 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.09% | 0.19% | Q2 2013 | Q2 2017 | 17 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 9 | 8 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 17 |
Financial Gravity Asset Management, Inc. | 6 | 3 | 0.00% | 0.04% | 0.12% | Q1 2018 | Q3 2023 | 17 |
Harfst & Associates, Inc. | 17 | 17 | 0.09% | 0.19% | 0.54% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q2 2023 | 17 |
MONETA GROUP INVESTMENT ADVISORS LLC | 10 | 1 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 17 |
OneDigital Investment Advisors LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 17 |
Friedberg Investment Management | 13 | 4 | 0.34% | 0.94% | 1.83% | Q2 2013 | Q3 2017 | 17 |
VALLEY NATIONAL ADVISERS INC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Ellis Investment Partners, LLC | 17 | 17 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q2 2023 | 17 |
Shilanski & Associates, Inc. | 13 | 4 | 1.35% | 2.18% | 3.27% | Q2 2019 | Q3 2023 | 17 |
Advisors Capital Management, LLC | 17 | 17 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q2 2023 | 17 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 17 |
Peregrine Asset Advisers, Inc. | 17 | 17 | 0.11% | 0.28% | 0.71% | Q3 2018 | Q3 2022 | 17 |
FIRST FOUNDATION ADVISORS | 17 | 17 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2023 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
CAMBIAR INVESTORS LLC | 17 | 17 | 0.56% | 0.90% | 1.35% | Q1 2017 | Q1 2021 | 17 |
BI Asset Management Fondsmaeglerselskab A/S | 17 | 17 | 0.01% | 0.19% | 1.16% | Q3 2019 | Q3 2023 | 17 |
Sound Income Strategies, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
SHELTON CAPITAL MANAGEMENT | 9 | 4 | 0.04% | 0.13% | 0.37% | Q4 2013 | Q3 2023 | 17 |
BANK OF STOCKTON | 17 | 17 | 0.14% | 0.36% | 0.52% | Q3 2019 | Q3 2023 | 17 |
ALTA CAPITAL MANAGEMENT LLC/ | 10 | 7 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q3 2019 | 17 |
NUANCE INVESTMENTS, LLC | 6 | 2 | 0.21% | 0.68% | 1.62% | Q2 2017 | Q3 2023 | 17 |
Nationwide Fund Advisors | 14 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 17 |
OppenheimerFunds, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2019 | 16 |
Zimmer Partners, LP | 10 | 1 | 0.08% | 1.71% | 6.33% | Q2 2016 | Q3 2023 | 16 |
Kinneret Advisory, LLC | 16 | 16 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q3 2022 | 16 |
Carlson Capital Management | 16 | 16 | 0.03% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 16 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.00% | 0.25% | 0.61% | Q1 2014 | Q3 2023 | 16 |
VESTOR CAPITAL, LLC | 12 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 16 |
Lido Advisors, LLC | 10 | 6 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.13% | 0.31% | 0.50% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2022 | 16 |
FIRST INTERSTATE BANK | 16 | 16 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2019 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
ALLSTATE CORP | 10 | 6 | 0.01% | 0.03% | 0.09% | Q4 2018 | Q4 2022 | 16 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.06% | 0.32% | Q4 2014 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
DUNCKER STREETT & CO INC | 14 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2020 | 16 |
Bridgewater Associates | 10 | 1 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 16 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.06% | 0.14% | Q4 2014 | Q3 2023 | 16 |
GLG LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q4 2017 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
CAPSTONE ASSET MANAGEMENT CO | 8 | 8 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2017 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q1 2017 | 16 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q4 2021 | 16 |
Community Bank, N.A. | 16 | 16 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
SVB WEALTH LLC | 13 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 16 |
HL FINANCIAL SERVICES LLC | 10 | 1 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2019 | 16 |
MACKAY SHIELDS LLC | 14 | 2 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q1 2022 | 16 |
LINCOLN NATIONAL CORP | 16 | 16 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 16 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q1 2018 | Q3 2023 | 16 |
Engineers Gate Manager LP | 4 | 1 | 0.03% | 0.13% | 0.45% | Q1 2015 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
ACCIDENT COMPENSATION CORP | 14 | 2 | 0.12% | 0.80% | 1.31% | Q4 2015 | Q2 2020 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Csenge Advisory Group | 13 | 3 | 0.04% | 0.06% | 0.13% | Q1 2018 | Q3 2023 | 16 |
Arete Wealth Advisors, LLC | 7 | 1 | 0.02% | 0.05% | 0.14% | Q2 2017 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.00% | 0.18% | 0.52% | Q3 2016 | Q3 2023 | 16 |
Bridge Creek Capital Management LLC | 14 | 2 | 0.10% | 0.69% | 0.99% | Q3 2019 | Q3 2023 | 16 |
Centre Asset Management, LLC | 11 | 1 | 0.05% | 0.10% | 0.19% | Q3 2014 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.05% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 16 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 16 | 16 | 0.11% | 0.21% | 0.34% | Q4 2019 | Q3 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.97% | 1.20% | 1.41% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Elmwood Wealth Management, Inc. | 6 | 2 | 0.02% | 0.20% | 0.40% | Q1 2018 | Q3 2023 | 16 |
Mirova US LLC | 16 | 16 | 1.90% | 2.79% | 5.16% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.17% | 0.24% | 0.36% | Q4 2019 | Q3 2023 | 16 |
DOHJ, LLC | 16 | 16 | 0.23% | 0.56% | 0.91% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.07% | 0.10% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.06% | 0.13% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 0.11% | 0.22% | 0.41% | Q4 2019 | Q3 2023 | 16 |
Carolina Wealth Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Sound View Wealth Advisors Group, LLC | 13 | 3 | 0.03% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 16 |
AGF Investments America Inc. | 16 | 16 | 1.30% | 2.22% | 3.68% | Q4 2018 | Q3 2022 | 16 |
Signature Financial Management, Inc. | 14 | 2 | 0.08% | 0.13% | 0.18% | Q4 2014 | Q4 2018 | 16 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 16 |
Municipal Employees' Retirement System of Michigan | 10 | 6 | 0.01% | 0.03% | 0.11% | Q1 2016 | Q1 2020 | 16 |
Quilter Plc | 16 | 16 | 0.47% | 0.58% | 0.73% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
CLEARARC CAPITAL INC | 16 | 16 | 0.05% | 0.07% | 0.12% | Q1 2016 | Q4 2019 | 16 |
Chicago Partners Investment Group LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2018 | 16 |
Calamos Wealth Management LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2022 | 15 |
NICOLA WEALTH MANAGEMENT LTD. | 15 | 15 | 0.07% | 0.44% | 0.59% | Q1 2020 | Q3 2023 | 15 |
Daiwa SB Investments Ltd. | 15 | 15 | 0.27% | 2.48% | 3.21% | Q3 2015 | Q1 2019 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.05% | 0.18% | Q1 2016 | Q3 2023 | 15 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 15 | 15 | 0.31% | 0.51% | 1.39% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Sonora Investment Management, LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2019 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.01% | 0.05% | 0.06% | Q4 2015 | Q3 2023 | 15 |
Penobscot Investment Management Company, Inc. | 15 | 15 | 0.11% | 0.36% | 0.50% | Q1 2020 | Q3 2023 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Symmetry Partners, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q4 2019 | 15 |
Unigestion Holding SA | 6 | 2 | 0.01% | 0.40% | 1.18% | Q2 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Illinois Municipal Retirement Fund | 13 | 2 | 0.02% | 0.07% | 0.28% | Q4 2019 | Q3 2023 | 15 |
Ethic Inc. | 13 | 2 | 0.03% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.04% | 0.08% | 0.10% | Q3 2016 | Q1 2020 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 15 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
SPINNAKER TRUST | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 15 |
WESBANCO BANK INC | 7 | 1 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 15 |
DUBUQUE BANK & TRUST CO | 8 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2019 | 15 |
Impax Asset Management (AIFM) Ltd | 15 | 15 | 3.66% | 5.17% | 6.97% | Q4 2014 | Q2 2018 | 15 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
GABLES CAPITAL MANAGEMENT INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Solstein Capital, LLC | 11 | 4 | 0.02% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 15 |
Brookstone Capital Management | 9 | 2 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 15 |
Cetera Advisors LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q4 2016 | 15 |
StrongBox Wealth, LLC | 15 | 15 | 0.15% | 0.48% | 1.05% | Q2 2020 | Q4 2023 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2020 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q4 2016 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.04% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q4 2016 | 15 |
55I, LLC | 10 | 5 | 0.02% | 0.17% | 0.54% | Q4 2018 | Q3 2022 | 15 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 15 | 15 | 0.01% | 0.22% | 0.52% | Q2 2013 | Q4 2016 | 15 |
Blume Capital Management, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Tidal Investments LLC | 15 | 15 | 0.06% | 0.10% | 0.17% | Q1 2020 | Q3 2023 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 15 | 0.00% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.03% | 0.04% | 0.07% | Q4 2016 | Q2 2020 | 15 |
NATIONAL PLANNING CORP | 13 | 2 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2017 | 15 |
BREWIN DOLPHIN LTD | 10 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 15 |
TIEDEMANN ADVISORS, LLC | 15 | 15 | 0.04% | 0.12% | 0.24% | Q1 2017 | Q3 2020 | 15 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q4 2020 | 15 |
RATIONAL ADVISORS LLC | 7 | 1 | 0.00% | 0.07% | 0.42% | Q1 2009 | Q3 2023 | 15 |
KEELEY ASSET MANAGEMENT CORP | 15 | 15 | 0.04% | 0.23% | 0.44% | Q2 2013 | Q4 2016 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.08% | 0.11% | 0.21% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.06% | 0.27% | 0.32% | Q2 2013 | Q4 2016 | 15 |
ALBION FINANCIAL GROUP /UT | 10 | 5 | 0.03% | 0.14% | 0.18% | Q4 2019 | Q3 2023 | 15 |
HOEY INVESTMENTS, INC | 15 | 15 | 0.02% | 0.06% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Valeo Financial Advisors, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 15 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 10 | 4 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 14 |
Aurora Investment Counsel | 9 | 5 | 0.20% | 0.58% | 1.10% | Q2 2013 | Q4 2019 | 14 |
B. Riley Wealth Management, Inc. | 14 | 14 | 0.00% | 0.19% | 0.37% | Q1 2019 | Q2 2022 | 14 |
NumerixS Investment Technologies Inc | 9 | 1 | 0.01% | 0.07% | 0.14% | Q4 2014 | Q2 2020 | 14 |
Barrington Strategic Wealth Management Group LLC | 10 | 4 | 0.26% | 0.31% | 0.41% | Q1 2014 | Q3 2017 | 14 |
Strategic Blueprint, LLC | 13 | 1 | 0.07% | 0.11% | 0.22% | Q3 2019 | Q1 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2016 | 14 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 14 |
AMJ Financial Wealth Management | 14 | 14 | 0.16% | 0.57% | 3.03% | Q4 2019 | Q1 2023 | 14 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 14 | 14 | 0.08% | 0.12% | 0.22% | Q4 2019 | Q1 2023 | 14 |
Douglass Winthrop Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Claro Advisors LLC | 14 | 14 | 0.12% | 0.14% | 0.17% | Q2 2020 | Q3 2023 | 14 |
GOFEN & GLOSSBERG LLC /IL/ | 14 | 14 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 14 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.01% | 0.02% | 0.08% | Q4 2015 | Q4 2022 | 14 |
Ipswich Investment Management Co., Inc. | 14 | 14 | 0.77% | 0.89% | 1.00% | Q2 2020 | Q3 2023 | 14 |
BAROMETER CAPITAL MANAGEMENT INC. | 9 | 1 | 0.06% | 1.20% | 4.04% | Q4 2015 | Q3 2021 | 14 |
LUMINUS MANAGEMENT LLC | 13 | 1 | 0.30% | 0.53% | 1.62% | Q4 2013 | Q3 2019 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
NIPPON LIFE INSURANCE CO | 11 | 3 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 14 |
RobecoSam USA, Inc. | 14 | 14 | 1.86% | 5.32% | 9.26% | Q2 2013 | Q3 2016 | 14 |
Haverford Trust Co | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 14 |
SCOUT INVESTMENTS, INC. | 7 | 7 | 0.08% | 0.81% | 1.30% | Q1 2016 | Q3 2019 | 14 |
BDO Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 14 |
HYMAN CHARLES D | 14 | 14 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Prime Capital Investment Advisors, LLC | 11 | 3 | 0.01% | 0.03% | 0.10% | Q3 2019 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.07% | 0.29% | Q2 2013 | Q3 2016 | 14 |
OSSIAM | 8 | 6 | 0.00% | 0.06% | 0.21% | Q1 2019 | Q3 2023 | 14 |
First Allied Advisory Services, Inc. | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2020 | 14 |
SEARLE & CO. | 8 | 3 | 0.06% | 0.10% | 0.18% | Q4 2014 | Q2 2023 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
TRUE Private Wealth Advisors | 11 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 14 |
FIRST HAWAIIAN BANK | 14 | 14 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q4 2021 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
DELTA LLOYD NV | 14 | 14 | 0.00% | 0.07% | 0.37% | Q2 2013 | Q3 2016 | 14 |
Hexavest Inc. | 10 | 4 | 0.00% | 0.04% | 0.18% | Q1 2017 | Q3 2021 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Robertson Stephens Wealth Management, LLC | 14 | 14 | 0.03% | 0.11% | 0.21% | Q2 2020 | Q3 2023 | 14 |
AlphaCrest Capital Management LLC | 10 | 2 | 0.03% | 0.15% | 0.44% | Q4 2018 | Q3 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Sarasin & Partners LLP | 13 | 13 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q2 2016 | 13 |
NS Partners Ltd | 13 | 13 | 0.02% | 0.04% | 0.04% | Q4 2017 | Q4 2020 | 13 |
Ilmarinen Mutual Pension Insurance Co | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2022 | 13 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 13 |
WESPAC Advisors SoCal, LLC | 10 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 13 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 13 |
DUPONT CAPITAL MANAGEMENT CORP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 13 |
FIRST NATIONAL TRUST CO | 9 | 1 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q1 2019 | 13 |
GLG Partners LP | 11 | 1 | 0.00% | 0.17% | 0.58% | Q2 2013 | Q4 2017 | 13 |
AMERICAN NATIONAL INSURANCE CO | 13 | 13 | 0.18% | 0.21% | 0.25% | Q1 2019 | Q1 2022 | 13 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 13 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 8 | 2 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q4 2017 | 13 |
LEVIN CAPITAL STRATEGIES, L.P. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2016 | 13 |
MONTAG A & ASSOCIATES INC | 12 | 1 | 0.01% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 13 |
Brandywine Global Investment Management, LLC | 11 | 2 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 13 |
JAMES INVESTMENT RESEARCH INC | 13 | 13 | 0.08% | 0.40% | 0.81% | Q3 2020 | Q3 2023 | 13 |
KINGS POINT CAPITAL MANAGEMENT | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 13 |
QUALCOMM INC/DE | 7 | 6 | 0.16% | 0.83% | 1.98% | Q2 2013 | Q3 2016 | 13 |
Baillie Gifford | 8 | 5 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q2 2017 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2018 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2016 | 13 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 10 | 3 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q4 2017 | 13 |
HARBOR INVESTMENT ADVISORY, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Asset Dedication, LLC | 10 | 1 | 0.00% | 0.06% | 0.13% | Q1 2016 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Lokken Investment Group LLC | 12 | 1 | 0.18% | 0.27% | 0.38% | Q1 2012 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.10% | 0.14% | 0.21% | Q3 2020 | Q3 2023 | 13 |
BSW Wealth Partners | 11 | 1 | 0.08% | 0.14% | 0.20% | Q3 2018 | Q1 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
American National Registered Investment Advisor, Inc. | 13 | 13 | 0.20% | 0.23% | 0.28% | Q1 2019 | Q1 2022 | 13 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2017 | 13 |
Jupiter Investment Management Ltd | 5 | 1 | 0.01% | 0.05% | 0.26% | Q4 2013 | Q2 2020 | 13 |
Symphony Financial, Ltd. Co. | 12 | 1 | 0.05% | 0.12% | 0.24% | Q1 2020 | Q2 2023 | 13 |
DENVER INVESTMENT ADVISORS LLC | 7 | 6 | 0.07% | 0.13% | 0.21% | Q2 2013 | Q1 2018 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q4 2022 | 13 |
Cornerstone Advisors, LLC | 13 | 13 | 0.06% | 0.15% | 0.20% | Q3 2020 | Q3 2023 | 13 |
C-J Advisory, Inc. | 13 | 13 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q3 2019 | 13 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 10 | 3 | 0.25% | 0.82% | 1.84% | Q1 2020 | Q3 2023 | 13 |
AMF Tjanstepension AB | 12 | 1 | 0.13% | 0.21% | 0.30% | Q4 2017 | Q1 2021 | 13 |
Horizon Investments, LLC | 6 | 1 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.06% | 0.10% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Colonial Trust Advisors | 13 | 13 | 0.01% | 0.34% | 0.44% | Q3 2020 | Q3 2023 | 13 |
JFS WEALTH ADVISORS, LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.01% | 0.06% | 0.13% | Q3 2020 | Q3 2023 | 13 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 13 | 13 | 0.05% | 0.07% | 0.09% | Q3 2016 | Q3 2019 | 13 |
Virtu KCG Holdings LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q2 2017 | 13 |
Apollon Wealth Management, LLC | 12 | 1 | 0.03% | 0.09% | 0.20% | Q2 2020 | Q3 2023 | 13 |
Empirical Finance, LLC | 13 | 13 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q4 2019 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
CX Institutional | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 13 |
Capital Innovations LLC | 13 | 13 | 0.22% | 0.59% | 1.28% | Q4 2014 | Q4 2017 | 13 |
6 Meridian | 11 | 2 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q4 2021 | 13 |
TWIN CAPITAL MANAGEMENT INC | 9 | 4 | 0.05% | 0.24% | 0.43% | Q1 2016 | Q1 2022 | 13 |
Bison Wealth, LLC | 7 | 1 | 0.12% | 0.32% | 0.58% | Q4 2014 | Q3 2023 | 13 |
Rampart Investment Management Company, LLC | 10 | 3 | 0.00% | 0.48% | 2.06% | Q1 2017 | Q3 2020 | 13 |
Wealthspire Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 13 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
LVM CAPITAL MANAGEMENT LTD/MI | 9 | 3 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2016 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Eastover Investment Advisors LLC | 12 | 12 | 2.87% | 3.31% | 3.55% | Q1 2020 | Q4 2022 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.03% | 0.09% | Q2 2018 | Q1 2021 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Aptus Capital Advisors, LLC | 6 | 1 | 0.01% | 0.09% | 0.21% | Q2 2020 | Q3 2023 | 12 |
Tarbox Family Office, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.23% | 0.29% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Cable Hill Partners, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2019 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2021 | 12 |
First Command Bank | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Sequoia Financial Advisors, LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Kepos Capital LP | 10 | 2 | 0.02% | 0.08% | 0.14% | Q3 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.24% | 0.46% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.03% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Tranquility Partners, LLC | 4 | 2 | 0.10% | 0.16% | 0.26% | Q2 2019 | Q2 2023 | 12 |
GUARDIAN CAPITAL LP | 12 | 12 | 0.13% | 0.22% | 0.29% | Q2 2018 | Q1 2021 | 12 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 12 | 12 | 0.18% | 0.67% | 1.14% | Q2 2013 | Q1 2016 | 12 |
Qube Research & Technologies Ltd | 5 | 1 | 0.02% | 0.07% | 0.16% | Q1 2018 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.11% | 0.14% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.71% | 0.98% | 1.14% | Q4 2020 | Q3 2023 | 12 |
Vantage Consulting Group Inc | 12 | 12 | 0.01% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
First Command Financial Services, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Itau Unibanco Holding S.A. | 9 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 12 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.06% | 0.21% | Q2 2013 | Q3 2019 | 12 |
Glenview Trust Co | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Ellevest, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 12 |
Xcel Wealth Management, LLC | 9 | 3 | 0.06% | 0.08% | 0.13% | Q2 2020 | Q2 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q3 2019 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.06% | 0.23% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Otter Creek Advisors, LLC | 6 | 1 | 0.70% | 1.33% | 1.84% | Q1 2015 | Q4 2019 | 12 |
Knuff & Co LLC | 12 | 12 | 0.04% | 0.21% | 0.45% | Q3 2020 | Q2 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
MARATHON CAPITAL MANAGEMENT | 9 | 3 | 0.06% | 0.08% | 0.12% | Q4 2019 | Q4 2022 | 12 |
Mission Creek Capital Partners, Inc. | 12 | 12 | 0.07% | 0.20% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.35% | 0.71% | 0.92% | Q4 2020 | Q3 2023 | 12 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 12 | 12 | 1.39% | 1.72% | 2.50% | Q3 2013 | Q2 2016 | 12 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 3 | 0.04% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.06% | 0.07% | 0.09% | Q4 2016 | Q3 2019 | 12 |
Beacon Pointe Advisors, LLC | 10 | 2 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 12 |
CWS Financial Advisors, LLC | 7 | 5 | 0.08% | 0.11% | 0.15% | Q2 2020 | Q2 2023 | 12 |
DAVENPORT & Co LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Parkwood LLC | 11 | 1 | 0.04% | 0.07% | 0.13% | Q4 2013 | Q2 2017 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
FUKOKU MUTUAL LIFE INSURANCE Co | 11 | 1 | 0.06% | 0.46% | 0.81% | Q2 2013 | Q2 2018 | 12 |
SECURITY NATIONAL BANK OF SO DAK | 12 | 12 | 1.24% | 1.52% | 2.12% | Q3 2013 | Q2 2016 | 12 |
CUE ADVISORY SERVICES, INC. | 9 | 3 | 0.36% | 0.97% | 1.29% | Q2 2015 | Q3 2018 | 12 |
Marquette Asset Management, LLC | 12 | 12 | 0.04% | 0.04% | 0.06% | Q4 2019 | Q3 2022 | 12 |
Railway Pension Investments Ltd | 10 | 2 | 0.01% | 0.17% | 0.23% | Q4 2018 | Q4 2021 | 12 |
Cresset Asset Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Busey Bank | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q1 2016 | 12 |
BANK OF THE WEST | 12 | 12 | 0.20% | 0.32% | 0.45% | Q1 2020 | Q4 2022 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q3 2023 | 12 |
AHL Partners LLP | 6 | 2 | 0.01% | 0.10% | 0.33% | Q3 2014 | Q3 2017 | 11 |
Corbenic Partners LLC | 11 | 11 | 1.34% | 1.90% | 2.91% | Q4 2019 | Q2 2022 | 11 |
Kiwi Wealth Investments Limited Partnership | 8 | 3 | 0.61% | 1.19% | 1.78% | Q1 2016 | Q4 2020 | 11 |
NATIONAL INVESTMENT SERVICES INC /WI | 11 | 11 | 1.66% | 1.98% | 2.34% | Q1 2017 | Q3 2019 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 11 |
BMT Investment Advisors | 11 | 11 | 0.95% | 1.16% | 1.52% | Q3 2017 | Q1 2020 | 11 |
Golden State Wealth Management, LLC | 4 | 3 | 0.02% | 0.08% | 0.13% | Q1 2019 | Q1 2022 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Beck Bode, LLC | 7 | 1 | 0.05% | 3.56% | 4.78% | Q1 2019 | Q1 2023 | 11 |
ICON ADVISERS INC/CO | 7 | 4 | 0.05% | 0.12% | 0.21% | Q2 2013 | Q1 2020 | 11 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.04% | 0.16% | Q3 2019 | Q3 2023 | 11 |
Rossmore Private Capital | 10 | 1 | 0.04% | 0.06% | 0.15% | Q4 2017 | Q3 2023 | 11 |
One Charles Private Wealth Services, LLC | 10 | 1 | 0.26% | 1.61% | 3.95% | Q2 2020 | Q3 2023 | 11 |
Teza Capital Management LLC | 6 | 1 | 0.04% | 0.27% | 0.72% | Q4 2016 | Q3 2023 | 11 |
CVA Family Office, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 11 |
Center for Financial Planning, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
Wealth Enhancement & Preservation of GA, LLC | 11 | 11 | 0.60% | 0.87% | 1.21% | Q4 2020 | Q2 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Rosenberg Matthew Hamilton | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Intrua Financial, LLC | 11 | 11 | 0.06% | 0.13% | 0.24% | Q2 2020 | Q4 2022 | 11 |
BHF Kleinwort Benson Group S.A. | 11 | 11 | 0.43% | 1.02% | 2.01% | Q3 2013 | Q1 2016 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Birchcreek Wealth Management, LLC | 11 | 11 | 0.16% | 0.23% | 0.28% | Q4 2020 | Q2 2023 | 11 |
Virtue Capital Management, LLC | 11 | 11 | 0.22% | 0.28% | 0.37% | Q1 2021 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.08% | 0.14% | 0.20% | Q4 2017 | Q2 2020 | 11 |
Humankind Investments LLC | 11 | 11 | 0.38% | 0.59% | 0.84% | Q1 2021 | Q3 2023 | 11 |
SCHOLTZ & COMPANY, LLC | 6 | 2 | 0.07% | 0.31% | 0.69% | Q4 2017 | Q4 2021 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.28% | 0.35% | 0.42% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.07% | 0.22% | 0.41% | Q1 2021 | Q3 2023 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 0.11% | 0.17% | 0.26% | Q1 2021 | Q3 2023 | 11 |
NFJ INVESTMENT GROUP, LLC | 11 | 11 | 0.49% | 0.56% | 0.64% | Q1 2021 | Q3 2023 | 11 |
Psagot Value Holdings Ltd. | 3 | 1 | 0.02% | 0.07% | 0.13% | Q4 2015 | Q3 2021 | 11 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 11 |
ANALYTIC INVESTORS, LLC | 11 | 11 | 0.00% | 0.52% | 1.01% | Q2 2013 | Q4 2015 | 11 |
WESTWOOD HOLDINGS GROUP INC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2019 | 11 |
CIDEL ASSET MANAGEMENT INC | 11 | 11 | 0.08% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Quantitative Investment Management, LLC | 4 | 1 | 0.03% | 0.13% | 0.30% | Q3 2016 | Q3 2020 | 11 |
Green Alpha Advisors, LLC | 11 | 11 | 0.17% | 0.54% | 0.72% | Q2 2021 | Q4 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.10% | 0.11% | 0.13% | Q2 2020 | Q4 2022 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.28% | 0.42% | 1.02% | Q2 2013 | Q4 2015 | 11 |
Presima Securities ULC | 11 | 11 | 0.06% | 0.18% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Stockman Wealth Management, Inc. | 8 | 3 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q2 2023 | 11 |
Achmea Investment Management B.V. | 7 | 1 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q2 2023 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.09% | 0.21% | 0.40% | Q1 2020 | Q3 2022 | 11 |
PHILADELPHIA TRUST CO | 6 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q1 2023 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 11 | 11 | 0.48% | 0.53% | 0.65% | Q2 2013 | Q4 2015 | 11 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.06% | 0.07% | 0.08% | Q3 2018 | Q1 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 11 |
FRONTIER INVESTMENT MGMT CO | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2019 | 11 |
A.R.T. Advisors, LLC | 4 | 1 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q4 2018 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
MILLER HOWARD INVESTMENTS INC /NY | 11 | 11 | 1.21% | 1.72% | 2.12% | Q2 2013 | Q4 2015 | 11 |
WAFRA INC. | 9 | 2 | 0.70% | 1.18% | 1.67% | Q2 2013 | Q1 2016 | 11 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 9 | 2 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2021 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q4 2015 | 11 |
Geneva Advisors, LLC | 7 | 2 | 0.00% | 0.12% | 0.88% | Q2 2013 | Q3 2016 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 11 |
Avalon Investment & Advisory | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
Sharkey, Howes & Javer | 11 | 11 | 0.05% | 0.05% | 0.06% | Q4 2016 | Q2 2019 | 11 |
REGENTATLANTIC CAPITAL LLC | 10 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2022 | 11 |
DENALI ADVISORS LLC | 11 | 11 | 0.16% | 0.31% | 0.40% | Q2 2013 | Q4 2015 | 11 |
Kovitz Investment Group Partners, LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 11 |
CHOREO, LLC | 8 | 3 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 11 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.06% | 0.22% | Q3 2016 | Q3 2023 | 11 |
HHM Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Aveo Capital Partners, LLC | 11 | 11 | 0.04% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Costello Asset Management, INC | 7 | 4 | 0.11% | 0.19% | 0.34% | Q4 2018 | Q4 2021 | 11 |
Forward Management, LLC | 9 | 1 | 0.00% | 0.07% | 0.13% | Q3 2013 | Q1 2016 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.02% | 0.12% | 0.36% | Q3 2014 | Q4 2016 | 10 |
Zurich Insurance Group Ltd/FI | 8 | 1 | 0.07% | 0.11% | 0.16% | Q2 2016 | Q2 2019 | 10 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.06% | 0.18% | Q2 2016 | Q3 2023 | 10 |
Jaffetilchin Investment Partners, LLC | 6 | 1 | 0.05% | 0.13% | 0.23% | Q1 2016 | Q1 2020 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 10 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q4 2022 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q2 2022 | 10 |
Phoenix Holdings Ltd. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 8 | 2 | 0.10% | 0.59% | 2.58% | Q2 2013 | Q1 2022 | 10 |
ClearBridge Investments Ltd | 6 | 1 | 0.67% | 2.02% | 3.17% | Q2 2015 | Q3 2023 | 10 |
Edgestream Partners, L.P. | 5 | 2 | 0.07% | 0.33% | 0.88% | Q4 2020 | Q3 2023 | 10 |
NovaPoint Capital, LLC | 10 | 10 | 0.09% | 0.27% | 0.42% | Q2 2021 | Q3 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.11% | 0.15% | 0.18% | Q2 2021 | Q3 2023 | 10 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q2 2023 | 10 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.02% | 0.03% | 0.03% | Q2 2010 | Q3 2023 | 10 |
Charter Oak Capital Management, LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 10 |
Versor Investments LP | 4 | 1 | 0.01% | 0.05% | 0.14% | Q2 2017 | Q1 2023 | 10 |
PIEDMONT INVESTMENT ADVISORS INC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2020 | 10 |
ROCKLAND TRUST CO | 10 | 10 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2022 | 10 |
DONALDSON CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q4 2021 | 10 |
Laurel Wealth Advisors, Inc. | 7 | 1 | 0.02% | 0.03% | 0.07% | Q2 2018 | Q4 2022 | 10 |
CADENCE CAPITAL MANAGEMENT LLC | 5 | 2 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2018 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Avantax Planning Partners, Inc. | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2021 | 10 |
Sciencast Management LP | 3 | 1 | 0.14% | 0.43% | 0.85% | Q4 2016 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q2 2022 | 10 |
MGO ONE SEVEN LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q1 2023 | 10 |
Absolute Return Capital, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.48% | 0.60% | 0.74% | Q2 2013 | Q3 2015 | 10 |
Sageworth Trust Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
JGP Wealth Management, LLC | 10 | 10 | 1.31% | 1.64% | 1.95% | Q2 2021 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
ZEKE CAPITAL ADVISORS, LLC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2022 | 10 |
Almanack Investment Partners, LLC. | 7 | 3 | 0.00% | 0.04% | 0.09% | Q2 2017 | Q3 2022 | 10 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q2 2020 | 10 |
Amundi | 10 | 10 | 0.11% | 0.24% | 0.33% | Q2 2021 | Q3 2023 | 10 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.01% | 0.14% | 0.25% | Q3 2013 | Q2 2020 | 10 |
Lenox Wealth Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
RAND WEALTH, LLC | 10 | 10 | 0.05% | 0.07% | 0.11% | Q2 2016 | Q3 2018 | 10 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q2 2022 | 10 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 10 |
CrestPoint Capital Management, LLC | 10 | 10 | 0.10% | 0.44% | 1.02% | Q3 2015 | Q4 2017 | 10 |
West Branch Capital LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 4 | 0.07% | 0.19% | 0.36% | Q2 2018 | Q4 2021 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Clarius Group, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
TSFG, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.49% | 0.69% | 0.82% | Q3 2021 | Q4 2023 | 10 |
IEQ CAPITAL, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
BOSTON FAMILY OFFICE LLC | 8 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 9 |
SMITH HAYES Advisers, Inc | 9 | 9 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q1 2016 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2015 | 9 |
Polaris Wealth Advisory Group, LLC | 5 | 4 | 0.15% | 0.66% | 1.22% | Q1 2017 | Q3 2023 | 9 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q1 2022 | 9 |
Waldron Private Wealth LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Three Peaks Capital Management, LLC | 9 | 9 | 0.68% | 0.89% | 1.08% | Q3 2019 | Q3 2021 | 9 |
Brick & Kyle, Associates | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2017 | 9 |
ALPHASIMPLEX GROUP, LLC | 5 | 4 | 0.12% | 0.24% | 0.50% | Q1 2019 | Q2 2021 | 9 |
Inspire Investing, LLC | 7 | 1 | 0.01% | 0.17% | 0.26% | Q4 2017 | Q3 2022 | 9 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 9 | 9 | 0.18% | 0.23% | 0.27% | Q4 2017 | Q4 2019 | 9 |
MYCIO WEALTH PARTNERS, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 9 |
FORA Capital, LLC | 3 | 1 | 0.03% | 0.15% | 0.26% | Q4 2019 | Q3 2023 | 9 |
Santa Fe Partners LLC | 7 | 2 | 0.07% | 0.26% | 0.47% | Q2 2013 | Q4 2015 | 9 |
Waverton Investment Management Ltd | 8 | 1 | 0.06% | 0.52% | 0.66% | Q2 2019 | Q3 2023 | 9 |
NAVELLIER & ASSOCIATES INC | 5 | 1 | 0.03% | 0.66% | 1.52% | Q1 2016 | Q2 2023 | 9 |
RMB Capital Management, LLC | 8 | 1 | 0.01% | 0.49% | 0.60% | Q1 2014 | Q4 2017 | 9 |
TIVERTON ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2019 | 9 |
TPH Asset Management, LLC | 6 | 1 | 0.01% | 0.70% | 3.08% | Q2 2013 | Q4 2017 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.34% | 0.60% | 0.77% | Q1 2021 | Q1 2023 | 9 |
Semper Trust Co. | 9 | 9 | 0.14% | 0.20% | 0.25% | Q2 2013 | Q2 2015 | 9 |
LOGAN CAPITAL MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 9 |
Grove Bank & Trust | 7 | 2 | 0.00% | 0.10% | 0.22% | Q4 2015 | Q2 2023 | 9 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 9 | 9 | 0.02% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 9 |
ARS Wealth Advisors, LLC | 9 | 9 | 0.07% | 0.09% | 0.12% | Q2 2019 | Q2 2021 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.03% | 0.17% | 0.28% | Q4 2020 | Q4 2022 | 9 |
Kovack Advisors, Inc. | 7 | 2 | 0.02% | 0.07% | 0.25% | Q2 2016 | Q1 2023 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 9 |
Nelson Capital Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 9 |
Hoxton Financial, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2016 | 9 |
WEALTHFRONT Corp | 5 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2018 | 9 |
Arcus Capital Partners, LLC | 8 | 1 | 0.03% | 0.21% | 0.26% | Q4 2016 | Q4 2022 | 9 |
Gideon Capital Advisors, Inc. | 5 | 1 | 0.11% | 0.52% | 1.23% | Q4 2016 | Q4 2019 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Highstreet Asset Management Inc. | 5 | 4 | 0.00% | 0.06% | 0.18% | Q2 2017 | Q4 2019 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.30% | 0.33% | 0.40% | Q3 2021 | Q3 2023 | 9 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 9 | 9 | 0.06% | 0.07% | 0.08% | Q1 2016 | Q1 2018 | 9 |
ICW Investment Advisors LLC | 9 | 9 | 0.14% | 0.18% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 5 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
BRAVE ASSET MANAGEMENT INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 9 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 9 | 9 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Eudaimonia Partners, LLC | 8 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q1 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.03% | 0.57% | 0.90% | Q3 2021 | Q3 2023 | 9 |
WADDELL & REED FINANCIAL INC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2021 | 9 |
INTACT INVESTMENT MANAGEMENT INC. | 7 | 2 | 0.01% | 0.10% | 0.19% | Q4 2017 | Q1 2021 | 9 |
PineBridge Investments, L.P. | 3 | 1 | 0.00% | 0.03% | 0.25% | Q2 2017 | Q1 2023 | 9 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
CLINTON GROUP INC | 2 | 1 | 0.03% | 0.20% | 0.61% | Q2 2013 | Q4 2016 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
NORTHSTAR ASSET MANAGEMENT LLC | 4 | 1 | 0.09% | 0.11% | 0.15% | Q2 2013 | Q1 2017 | 8 |
ALYDAR PARTNERS LLC | 8 | 8 | 0.18% | 0.47% | 1.76% | Q2 2013 | Q1 2015 | 8 |
MOTCO | 4 | 4 | 0.00% | 0.13% | 0.29% | Q2 2021 | Q3 2023 | 8 |
Ziegler Capital Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Altshuler Shaham Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 8 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.06% | 0.16% | Q1 2017 | Q3 2021 | 8 |
Allen Investment Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
INSIGHT 2811, INC. | 7 | 1 | 0.14% | 0.20% | 0.27% | Q2 2021 | Q2 2023 | 8 |
IMS Capital Management | 8 | 8 | 0.16% | 0.30% | 0.37% | Q4 2021 | Q3 2023 | 8 |
INVESTMENT CENTERS OF AMERICA INC | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2015 | Q3 2017 | 8 |
Echo Street Capital Management LLC | 5 | 3 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 1.04% | 1.29% | 1.48% | Q3 2021 | Q2 2023 | 8 |
Numeric Investors LLC | 5 | 3 | 0.00% | 0.19% | 0.78% | Q2 2013 | Q4 2015 | 8 |
Arlington Partners LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q2 2023 | 8 |
FIRST CITIZENS BANK & TRUST CO | 6 | 2 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 8 |
Tributary Capital Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 3 | 0.00% | 0.04% | 0.10% | Q3 2021 | Q4 2023 | 8 |
WULFF, HANSEN & CO. | 8 | 8 | 1.66% | 1.91% | 2.13% | Q4 2021 | Q3 2023 | 8 |
KANALY TRUST CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 8 |
AlphaOne Investment Services, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2014 | Q3 2016 | 8 |
NORTHEAST INVESTMENT MANAGEMENT | 8 | 8 | 0.02% | 0.25% | 0.37% | Q4 2021 | Q3 2023 | 8 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 1 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q3 2022 | 8 |
Jackson Wealth Management, LLC | 7 | 1 | 0.07% | 0.20% | 0.27% | Q4 2014 | Q1 2021 | 8 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.07% | 0.21% | Q3 2016 | Q3 2023 | 8 |
Clarkston Capital Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.05% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Segment Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2023 | 8 |
LMR Partners LLP | 2 | 1 | 0.00% | 0.04% | 0.08% | Q2 2017 | Q2 2021 | 8 |
Sustainable Insight Capital Management, LLC | 8 | 8 | 0.13% | 0.19% | 0.26% | Q1 2021 | Q4 2022 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Belmont Global Advisors, Inc. | 4 | 1 | 0.23% | 0.71% | 1.55% | Q1 2014 | Q3 2016 | 8 |
RFG Advisory, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
AlphaStar Capital Management, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q4 2022 | 8 |
Financial Enhancement Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2016 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
NVWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Icon Wealth Partners, LLC | 3 | 1 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 8 |
Bridgefront Capital, LLC | 4 | 1 | 0.11% | 0.35% | 1.05% | Q4 2020 | Q2 2023 | 8 |
SYCOMORE ASSET MANAGEMENT | 8 | 8 | 0.03% | 0.15% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Kavar Capital Partners, LLC | 7 | 1 | 0.00% | 0.43% | 0.54% | Q4 2013 | Q2 2019 | 8 |
Sagefield Capital LP | 8 | 8 | 0.23% | 0.57% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Arkadios Wealth Advisors | 7 | 1 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q4 2021 | 8 |
Archer Investment Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.25% | 0.35% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Montanaro Asset Management Ltd | 6 | 2 | 2.00% | 2.81% | 3.26% | Q4 2020 | Q3 2023 | 8 |
GoalVest Advisory LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q4 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.15% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 8 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 7 | 1 | 0.05% | 0.07% | 0.12% | Q4 2020 | Q4 2022 | 8 |
Siemens Fonds Invest GmbH | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.26% | 0.28% | 0.30% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Hennion & Walsh Asset Management, Inc. | 8 | 8 | 0.04% | 0.15% | 0.21% | Q1 2021 | Q4 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 8 |
ARS Wealth Advisors Group, LLC | 6 | 2 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.40% | 0.44% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.88% | 1.03% | 1.25% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.49% | 0.62% | 0.89% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.24% | 0.50% | 0.82% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.17% | 0.25% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 1.75% | 2.20% | 2.58% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
LGT Fund Management Co Ltd. | 8 | 8 | 0.06% | 0.15% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
McDonough Capital Management, Inc | 8 | 8 | 1.36% | 1.80% | 2.15% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.16% | 0.23% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 2.25% | 2.79% | 3.08% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.26% | 0.37% | 0.48% | Q4 2021 | Q3 2023 | 8 |
FIRST NATIONAL BANK OF OMAHA | 8 | 8 | 0.20% | 0.26% | 0.30% | Q4 2021 | Q3 2023 | 8 |
CITY HOLDING CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Edgewood Management | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 8 |
SALEM INVESTMENT COUNSELORS INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 8 | 8 | 0.09% | 0.13% | 0.20% | Q4 2021 | Q3 2023 | 8 |
HBK INVESTMENTS L P | 6 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2016 | 8 |
SHUFRO ROSE & CO LLC | 7 | 1 | 0.02% | 0.03% | 0.03% | Q3 2012 | Q4 2014 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.00% | 0.05% | 0.10% | Q4 2018 | Q3 2021 | 8 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.07% | 0.18% | Q3 2020 | Q1 2023 | 7 |
Walleye Capital LLC | 2 | 1 | 0.01% | 0.06% | 0.17% | Q2 2019 | Q3 2023 | 7 |
Perigon Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2020 | 7 |
Oakworth Capital, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
First PREMIER Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
KENNEDY CAPITAL MANAGEMENT LLC | 7 | 7 | 0.13% | 0.15% | 0.19% | Q4 2018 | Q2 2020 | 7 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 7 | 7 | 0.04% | 0.07% | 0.12% | Q3 2020 | Q1 2022 | 7 |
Farmers National Bank | 3 | 2 | 0.05% | 0.05% | 0.06% | Q4 2016 | Q2 2019 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2021 | 7 |
CALDWELL & ORKIN INC | 7 | 7 | 0.62% | 1.81% | 3.14% | Q1 2016 | Q3 2017 | 7 |
Weiss Asset Management LP | 4 | 1 | 0.01% | 0.04% | 0.16% | Q1 2019 | Q3 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2019 | 7 |
Meritage Group LP | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 7 |
MJP ASSOCIATES INC /ADV | 4 | 3 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q2 2023 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
Eventide Asset Management | 7 | 7 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q4 2021 | 7 |
Teton Advisors, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.22% | 0.25% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Reynders McVeigh Capital Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2021 | 7 |
Summit Trail Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 7 |
GARRISON BRADFORD & ASSOCIATES INC | 7 | 7 | 0.56% | 0.67% | 0.82% | Q2 2013 | Q4 2014 | 7 |
Holocene Advisors, LP | 5 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q2 2023 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.05% | 0.11% | Q4 2018 | Q2 2022 | 7 |
CAPITAL GUARDIAN TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 7 |
Tevis Investment Management | 7 | 7 | 0.19% | 0.22% | 0.25% | Q4 2021 | Q2 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Sterling Investment Counsel, LLC | 4 | 3 | 0.12% | 0.29% | 0.42% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
High Net Worth Advisory Group LLC | 7 | 7 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
StoneX Group Inc. | 4 | 1 | 0.04% | 0.15% | 0.30% | Q2 2017 | Q3 2022 | 7 |
Crescent Grove Advisors, LLC | 7 | 7 | 0.07% | 0.37% | 0.46% | Q2 2017 | Q4 2018 | 7 |
LEUTHOLD GROUP, LLC | 4 | 3 | 0.49% | 0.61% | 0.68% | Q2 2014 | Q4 2016 | 7 |
HB Wealth Management, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.04% | 0.10% | Q2 2016 | Q1 2023 | 7 |
CARILLON TOWER ADVISERS, INC. | 7 | 7 | 0.02% | 0.17% | 0.30% | Q1 2018 | Q3 2019 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
UBS OCONNOR LLC | 6 | 1 | 0.02% | 0.18% | 0.37% | Q2 2013 | Q2 2015 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
TOEWS CORP /ADV | 2 | 1 | 0.05% | 0.36% | 0.88% | Q2 2016 | Q3 2023 | 7 |
CenterBook Partners LP | 7 | 7 | 0.12% | 0.21% | 0.48% | Q1 2022 | Q3 2023 | 7 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 1 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q2 2021 | 7 |
Legacy Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 7 |
Wellington Shields Capital Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q4 2019 | 7 |
Carnegie Capital Asset Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 7 |
Wills Financial Group, Inc. | 7 | 7 | 0.36% | 0.56% | 0.69% | Q4 2020 | Q2 2022 | 7 |
Blackstart Capital LP | 3 | 2 | 1.38% | 5.16% | 7.57% | Q2 2017 | Q4 2019 | 7 |
Royal Fund Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.11% | 0.24% | 0.45% | Q4 2018 | Q3 2023 | 7 |
Essex Private Wealth Management, LLC | 7 | 7 | 0.88% | 1.05% | 1.19% | Q1 2022 | Q3 2023 | 7 |
Atlas Private Wealth Management, LLC | 7 | 7 | 0.40% | 0.61% | 0.96% | Q1 2022 | Q3 2023 | 7 |
DT Investment Partners, LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Westside Investment Management, Inc. | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Waratah Capital Advisors Ltd. | 6 | 1 | 0.02% | 0.06% | 0.13% | Q3 2019 | Q3 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.05% | 0.10% | Q4 2019 | Q2 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 7 |
Catalyst Capital Advisors LLC | 2 | 1 | 0.00% | 0.18% | 0.68% | Q1 2016 | Q3 2023 | 7 |
Goelzer Investment Management, Inc. | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q3 2020 | 7 |
Western Wealth Management, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2022 | 7 |
MONROE BANK & TRUST/MI | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.24% | 0.30% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Sonen Capital LLC | 7 | 7 | 0.63% | 1.27% | 1.72% | Q1 2022 | Q3 2023 | 7 |
Grandview Asset Management LLC | 3 | 1 | 0.04% | 0.18% | 0.25% | Q2 2019 | Q2 2022 | 7 |
S.E.E.D. Planning Group LLC | 7 | 7 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q2 2023 | 7 |
Whitnell & Co. | 7 | 7 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q4 2019 | 7 |
Quantamental Technologies LLC | 2 | 1 | 0.18% | 0.38% | 0.60% | Q1 2019 | Q3 2021 | 6 |
Airain ltd | 4 | 1 | 0.02% | 0.10% | 0.26% | Q3 2013 | Q2 2017 | 6 |
Exchange Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Pearl River Capital, LLC | 2 | 1 | 0.05% | 0.18% | 0.36% | Q4 2018 | Q3 2023 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q2 2023 | 6 |
Richard Bernstein Advisors LLC | 3 | 3 | 0.02% | 0.18% | 0.36% | Q2 2015 | Q2 2023 | 6 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2021 | 6 |
SEI TRUST CO | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Ninepoint Partners LP | 4 | 1 | 0.06% | 0.19% | 0.45% | Q4 2018 | Q3 2023 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.04% | 0.18% | 0.33% | Q4 2014 | Q1 2016 | 6 |
Czech National Bank | 6 | 6 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q4 2023 | 6 |
Tempus Wealth Planning, LLC | 4 | 2 | 0.13% | 0.32% | 0.50% | Q2 2021 | Q4 2022 | 6 |
BEACONLIGHT CAPITAL, LLC | 2 | 1 | 0.59% | 1.43% | 2.76% | Q3 2016 | Q4 2021 | 6 |
GAM SYSTEMATIC LLP | 3 | 3 | 0.01% | 0.10% | 0.19% | Q4 2014 | Q3 2016 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.79% | 0.83% | 0.88% | Q2 2013 | Q3 2014 | 6 |
Pendal Group Ltd | 6 | 6 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q4 2022 | 6 |
OTTER CREEK MANAGEMENT INC | 6 | 6 | 0.23% | 1.08% | 1.80% | Q2 2014 | Q3 2015 | 6 |
Virtus Fund Advisers, LLC | 4 | 2 | 0.26% | 0.46% | 0.63% | Q2 2014 | Q3 2017 | 6 |
AJO, LP | 3 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q1 2020 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Vectors Research Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 6 |
Pinnacle Summer Investments, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.02% | 0.47% | 0.98% | Q1 2020 | Q3 2023 | 6 |
Price Wealth, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 6 |
Princeton Alpha Management LP | 2 | 1 | 0.06% | 0.21% | 0.46% | Q4 2013 | Q1 2016 | 6 |
Bowling Portfolio Management LLC | 4 | 2 | 0.18% | 0.37% | 0.50% | Q2 2013 | Q4 2020 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 1.16% | 1.22% | 1.27% | Q2 2013 | Q3 2014 | 6 |
First Eagle Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bridgewater Wealth & Financial Management, LLC | 6 | 6 | 0.10% | 0.13% | 0.15% | Q1 2016 | Q2 2017 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
GODSEY & GIBB, INC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q2 2020 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
PERKINS CAPITAL MANAGEMENT INC | 5 | 1 | 0.38% | 0.53% | 0.63% | Q2 2013 | Q1 2015 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
AXS Investments LLC | 6 | 6 | 0.29% | 0.35% | 0.41% | Q2 2022 | Q3 2023 | 6 |
WESPAC Advisors, LLC | 6 | 6 | 0.60% | 1.19% | 2.08% | Q4 2018 | Q1 2020 | 6 |
Aries Wealth Management | 6 | 6 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 6 |
LWM Advisory Services, LLC | 6 | 6 | 0.49% | 0.60% | 0.72% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Summit Global Management, Inc. | 6 | 6 | 9.56% | 10.80% | 11.86% | Q2 2013 | Q3 2014 | 6 |
STERNE AGEE GROUP, INC. | 6 | 6 | 0.37% | 0.49% | 0.55% | Q4 2013 | Q1 2015 | 6 |
BAR HARBOR TRUST SERVICES | 5 | 1 | 0.00% | 0.09% | 0.16% | Q4 2019 | Q2 2022 | 6 |
GIRARD PARTNERS LTD. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q2 2023 | 6 |
ABNER HERRMAN & BROCK LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
RWA WEALTH PARTNERS, LLC | 6 | 6 | 0.10% | 0.20% | 0.37% | Q2 2022 | Q3 2023 | 6 |
SAYBROOK CAPITAL /NC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q4 2021 | 6 |
InTrack Investment Management Inc | 6 | 6 | 0.23% | 0.29% | 0.35% | Q4 2020 | Q1 2022 | 6 |
Transamerica Financial Advisors, Inc. | 5 | 1 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q2 2021 | 6 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.08% | 0.30% | Q2 2018 | Q1 2021 | 6 |
First Western Capital Management Co | 6 | 6 | 0.45% | 0.53% | 0.63% | Q4 2013 | Q1 2015 | 6 |
Paragon Advisors, LLC | 6 | 6 | 0.11% | 0.83% | 1.51% | Q4 2019 | Q1 2021 | 6 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.21% | 0.54% | 0.93% | Q4 2018 | Q3 2023 | 6 |
Narwhal Capital Management | 6 | 6 | 0.12% | 0.22% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Crewe Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.11% | 0.22% | Q2 2022 | Q3 2023 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.01% | 0.26% | 0.49% | Q2 2013 | Q3 2014 | 6 |
Accel Wealth Management | 6 | 6 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q1 2023 | 6 |
WOLFF WIESE MAGANA LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 6 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.04% | 0.11% | Q3 2020 | Q3 2023 | 6 |
Fulcrum Capital LLC | 6 | 6 | 0.17% | 0.23% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Axel Capital Management, LLC | 6 | 6 | 0.22% | 0.38% | 0.69% | Q1 2020 | Q2 2021 | 6 |
Diversified Trust Co | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2023 | 6 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.03% | 0.20% | 0.99% | Q3 2016 | Q4 2017 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
First National Advisers, LLC | 6 | 6 | 0.37% | 0.64% | 0.78% | Q2 2022 | Q3 2023 | 6 |
MTM Investment Management, LLC | 6 | 6 | 0.14% | 0.20% | 0.24% | Q4 2020 | Q1 2022 | 6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.12% | Q4 2016 | Q2 2018 | 6 |
ETRADE Capital Management LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.05% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 6 |
Alpha Paradigm Partners, LLC | 6 | 6 | 0.11% | 0.14% | 0.16% | Q1 2021 | Q2 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Neo Ivy Capital Management | 2 | 1 | 0.03% | 0.17% | 0.44% | Q1 2019 | Q2 2023 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.08% | 0.22% | 0.50% | Q4 2018 | Q4 2022 | 6 |
Covea Finance | 6 | 6 | 1.46% | 1.70% | 1.97% | Q3 2022 | Q4 2023 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.69% | 0.86% | 0.96% | Q1 2022 | Q3 2023 | 6 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Harvest Fund Management Co., Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Pensionfund DSM Netherlands | 3 | 2 | 0.00% | 0.24% | 0.41% | Q3 2015 | Q4 2021 | 5 |
Meridian Wealth Management, LLC | 3 | 2 | 0.02% | 0.13% | 0.22% | Q3 2019 | Q3 2022 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2021 | 5 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 5 |
IFG Advisory, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q2 2019 | 5 |
Tower View Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
MUFG Securities EMEA plc | 2 | 1 | 0.00% | 0.05% | 0.21% | Q2 2018 | Q3 2021 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.02% | 0.04% | 0.08% | Q4 2013 | Q4 2014 | 5 |
Cordasco Financial Network | 4 | 1 | 0.00% | 0.05% | 0.07% | Q1 2017 | Q1 2019 | 5 |
Detwiler Fenton Investment Management LLC | 4 | 1 | 0.32% | 0.60% | 0.81% | Q3 2011 | Q2 2014 | 5 |
CreativeOne Wealth, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
MAIRS & POWER INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 0.37% | 0.42% | 0.44% | Q2 2020 | Q3 2021 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.35% | 0.43% | 0.54% | Q1 2019 | Q1 2020 | 5 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2021 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Pine River Capital Management L.P. | 3 | 2 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q1 2016 | 5 |
Quantinno Capital Management LP | 4 | 1 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 5 |
Hudock, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q2 2019 | Q2 2020 | 5 |
OneAscent Financial Services LLC | 2 | 1 | 0.18% | 0.37% | 0.94% | Q2 2020 | Q1 2022 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
South Dakota Investment Council | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Bay Rivers Group | 5 | 5 | 0.75% | 1.02% | 1.32% | Q3 2022 | Q3 2023 | 5 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.51% | 0.57% | 0.64% | Q1 2021 | Q1 2022 | 5 |
Bornite Capital Management LP | 4 | 1 | 0.10% | 3.61% | 6.78% | Q3 2021 | Q3 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
TLP GROUP LLC | 2 | 1 | 0.00% | 0.19% | 0.38% | Q1 2016 | Q1 2018 | 5 |
JSF Financial, LLC | 5 | 5 | 0.15% | 0.16% | 0.20% | Q4 2020 | Q4 2021 | 5 |
Day & Ennis, LLC | 5 | 5 | 0.20% | 0.23% | 0.25% | Q3 2016 | Q3 2017 | 5 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.03% | 0.17% | 0.26% | Q4 2018 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
CLEAR STREET MARKETS LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 5 |
Advisor Resource Council | 5 | 5 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q2 2022 | 5 |
XTX Topco Ltd | 4 | 1 | 0.08% | 0.17% | 0.23% | Q3 2021 | Q3 2023 | 5 |
Diversified, LLC | 5 | 5 | 0.08% | 0.12% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Quaero Capital S.A. | 5 | 5 | 0.74% | 1.21% | 1.82% | Q4 2020 | Q4 2021 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
TriaGen Wealth Management LLC | 5 | 5 | 0.15% | 0.16% | 0.16% | Q4 2020 | Q4 2021 | 5 |
Bank of Kentucky, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.04% | 0.11% | Q1 2022 | Q3 2023 | 5 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 5 |
HAP Trading, LLC | 2 | 1 | 0.01% | 0.11% | 0.33% | Q2 2014 | Q3 2023 | 5 |
Gitterman Wealth Management, LLC | 4 | 1 | 0.10% | 0.13% | 0.16% | Q1 2021 | Q3 2023 | 5 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 5 | 5 | 0.49% | 0.61% | 0.82% | Q2 2013 | Q2 2014 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TCTC Holdings, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Long Run Wealth Advisors, LLC | 5 | 5 | 0.24% | 0.27% | 0.31% | Q4 2021 | Q4 2022 | 5 |
Beaird Harris Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 5 |
Mystic Asset Management, Inc. | 3 | 1 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q2 2023 | 5 |
BKA Wealth Consulting, Inc. | 3 | 2 | 0.36% | 0.40% | 0.44% | Q1 2022 | Q2 2023 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.22% | 0.24% | 0.26% | Q3 2022 | Q3 2023 | 5 |
ICA Group Wealth Management, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 5 |
Citizens Business Bank | 5 | 5 | 0.34% | 0.55% | 0.70% | Q4 2012 | Q4 2013 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.01% | 0.25% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Savant Capital, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Johnson Financial Group, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
BANK OF HAWAII | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q3 2017 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q2 2021 | 5 |
ARGENT TRUST Co | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2017 | Q1 2018 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 5 |
ATWOOD & PALMER INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Palisades Investment Partners, LLC | 5 | 5 | 0.86% | 1.08% | 1.35% | Q2 2013 | Q2 2014 | 5 |
ARS Investment Partners, LLC | 5 | 5 | 0.04% | 0.04% | 0.06% | Q1 2019 | Q1 2020 | 5 |
Capital World Investors | 3 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 5 |
SUN LIFE FINANCIAL INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.09% | 0.14% | Q1 2014 | Q1 2018 | 5 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2020 | 5 |
PARK NATIONAL CORP /OH/ | 3 | 2 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q4 2014 | 5 |
1st Global Advisors, Inc. | 5 | 5 | 0.10% | 0.12% | 0.15% | Q1 2016 | Q1 2017 | 5 |
BANKERS TRUST CO | 5 | 5 | 0.26% | 0.33% | 0.39% | Q2 2013 | Q2 2014 | 5 |
Fulcrum Asset Management LLP | 5 | 5 | 0.12% | 0.20% | 0.30% | Q1 2021 | Q1 2022 | 5 |
Aldebaran Financial Inc. | 5 | 5 | 0.21% | 0.22% | 0.23% | Q1 2021 | Q1 2022 | 5 |
WestEnd Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Dunvegan Associates, Inc. | 5 | 5 | 0.12% | 0.22% | 0.35% | Q4 2014 | Q4 2015 | 5 |
Westend Capital Management, LLC | 5 | 5 | 0.05% | 0.36% | 0.51% | Q4 2014 | Q4 2015 | 5 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 2 | 1 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q1 2015 | 5 |
THOMPSON DAVIS & CO., INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.20% | 0.28% | 0.33% | Q3 2022 | Q3 2023 | 5 |
WOODSTOCK CORP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q4 2023 | 5 |
Nuveen Fund Advisors, LLC | 5 | 5 | 0.06% | 0.08% | 0.11% | Q2 2016 | Q2 2017 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Cavalier Investments, LLC | 5 | 5 | 0.49% | 0.52% | 0.56% | Q2 2016 | Q2 2017 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2021 | 5 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
OneAscent Wealth Management LLC | 2 | 2 | 0.18% | 0.40% | 1.00% | Q4 2020 | Q1 2022 | 4 |
Point72 Middle East FZE | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2018 | 4 |
C WorldWide Group Holding A/S | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2019 | 4 |
Everhart Financial Group, Inc. | 4 | 4 | 0.12% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
ROPES WEALTH ADVISORS LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2020 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.08% | 0.23% | 0.38% | Q2 2017 | Q1 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.12% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Kalos Management, Inc. | 2 | 2 | 0.12% | 0.18% | 0.29% | Q3 2016 | Q4 2017 | 4 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.18% | 0.30% | Q4 2017 | Q1 2023 | 4 |
Signition LP | 2 | 1 | 0.10% | 0.58% | 1.15% | Q1 2018 | Q4 2019 | 4 |
Certified Advisory Corp | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 4 |
Hutchens & Kramer Investment Management Group, LLC | 4 | 4 | 0.20% | 0.65% | 0.84% | Q4 2021 | Q3 2022 | 4 |
Verdence Capital Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2018 | Q3 2019 | 4 |
Elite Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Level Financial Advisors | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.04% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
ICC CAPITAL MANAGEMENT INC/ | 4 | 4 | 0.45% | 0.53% | 0.56% | Q2 2014 | Q1 2015 | 4 |
Sabal Trust CO | 4 | 4 | 1.67% | 1.88% | 2.03% | Q3 2018 | Q2 2019 | 4 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 4 | 4 | 0.05% | 0.12% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Kozak & Associates, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Ameliora Wealth Management Ltd. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q1 2022 | 4 |
Winfield Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
AEGON ASSET MANAGEMENT UK PLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q2 2021 | Q1 2022 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.07% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TCW GROUP INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 4 |
BALASA DINVERNO & FOLTZ LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 4 |
FIDUCIENT ADVISORS LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.20% | 0.60% | 1.62% | Q2 2015 | Q3 2018 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Community Financial Services Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2014 | 4 |
SOLARIS ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.33% | 0.47% | Q2 2013 | Q1 2014 | 4 |
Norway Savings Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Global Wealth Management Investment Advisory, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q4 2018 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 4 |
NuWave Investment Management, LLC | 2 | 1 | 0.01% | 0.11% | 0.21% | Q3 2020 | Q1 2022 | 4 |
New England Research & Management, Inc. | 4 | 4 | 0.28% | 0.32% | 0.35% | Q3 2022 | Q2 2023 | 4 |
Visium Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2015 | 4 |
CITIZENS & NORTHERN CORP | 4 | 4 | 0.30% | 0.35% | 0.41% | Q4 2014 | Q3 2015 | 4 |
Brendel Financial Advisors LLC | 3 | 1 | 0.14% | 1.36% | 1.98% | Q2 2019 | Q2 2021 | 4 |
L & S Advisors Inc | 2 | 1 | 0.10% | 0.17% | 0.34% | Q2 2013 | Q1 2019 | 4 |
EAGLE ASSET MANAGEMENT INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q1 2015 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
HBC Financial Services, PLLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 4 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 4 | 4 | 0.31% | 0.36% | 0.41% | Q2 2014 | Q1 2015 | 4 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.20% | 0.30% | 0.37% | Q4 2022 | Q3 2023 | 4 |
U S GLOBAL INVESTORS INC | 3 | 1 | 0.02% | 0.18% | 0.24% | Q3 2013 | Q2 2018 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 4 |
BAILARD, INC. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ACUITY INVESTMENT MANAGEMENT INC | 4 | 4 | 0.16% | 0.22% | 0.34% | Q2 2014 | Q1 2015 | 4 |
GLOBEFLEX CAPITAL L P | 4 | 4 | 0.00% | 0.14% | 0.54% | Q2 2013 | Q1 2014 | 4 |
Perella Weinberg Partners Capital Management LP | 4 | 4 | 0.06% | 0.08% | 0.10% | Q1 2018 | Q4 2018 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.07% | 0.09% | 0.15% | Q2 2013 | Q1 2014 | 4 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q3 2020 | 4 |
EII CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.13% | 0.14% | 0.16% | Q1 2018 | Q4 2018 | 4 |
Waverly Advisors, LLC | 3 | 1 | 0.00% | 0.16% | 0.26% | Q2 2013 | Q3 2014 | 4 |
ASCEND CAPITAL, LLC | 4 | 4 | 0.64% | 0.79% | 0.88% | Q2 2013 | Q1 2014 | 4 |
Invictus RG Pte. Ltd. | 3 | 1 | 0.02% | 0.16% | 0.27% | Q2 2013 | Q2 2015 | 4 |
ALTFEST L J & CO INC | 2 | 2 | 0.08% | 0.12% | 0.17% | Q1 2021 | Q2 2022 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.54% | 1.30% | 2.41% | Q3 2020 | Q3 2023 | 4 |
CEDAR HILL ASSOCIATES, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q3 2017 | Q2 2018 | 4 |
Bellwether Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.15% | Q3 2021 | Q4 2022 | 4 |
Industrial Alliance Investment Management Inc. | 3 | 1 | 0.01% | 0.09% | 0.14% | Q4 2021 | Q1 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2016 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q1 2023 | 4 |
Donoghue Forlines LLC | 2 | 1 | 0.20% | 0.29% | 0.38% | Q4 2017 | Q3 2020 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Seamans Capital Management, LLC | 4 | 4 | 0.33% | 0.42% | 0.47% | Q4 2014 | Q3 2015 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2020 | Q3 2021 | 4 |
SYMONS CAPITAL MANAGEMENT INC | 4 | 4 | 2.07% | 2.22% | 2.37% | Q1 2018 | Q4 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.36% | 0.42% | 0.51% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.48% | 0.61% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.23% | 0.30% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Founders Financial Alliance, LLC | 3 | 1 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q4 2021 | 4 |
Ten Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q2 2023 | 4 |
Ausbil Investment Management Ltd | 4 | 4 | 0.49% | 3.00% | 4.23% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Riverview Trust Co | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.08% | 0.16% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.13% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.86% | 1.01% | 1.14% | Q4 2022 | Q3 2023 | 4 |
Drexel Morgan & Co. | 4 | 4 | 0.15% | 0.23% | 0.26% | Q2 2014 | Q1 2015 | 4 |
F&C Asset Management plc | 4 | 4 | 0.09% | 0.14% | 0.21% | Q2 2013 | Q1 2014 | 4 |
PATRON PARTNERS, LLC | 2 | 2 | 0.15% | 0.18% | 0.22% | Q4 2020 | Q4 2021 | 4 |
Laurel Wealth Planning LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 4 | 4 | 0.12% | 0.15% | 0.20% | Q4 2015 | Q3 2016 | 4 |
Summit Financial, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 4 |
Harvest Investment Services, LLC | 4 | 4 | 0.16% | 0.18% | 0.22% | Q4 2018 | Q3 2019 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.03% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Thematics Asset Management | 4 | 4 | 0.62% | 0.75% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Accuvest Global Advisors | 4 | 4 | 0.03% | 0.19% | 0.26% | Q4 2018 | Q3 2019 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.07% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Golden State Equity Partners | 3 | 3 | 0.09% | 0.13% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Joseph P. Lucia & Associates, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Bayesian Capital Management, LP | 1 | 1 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
AFFINITY INVESTMENT ADVISORS, LLC | 2 | 1 | 1.02% | 1.30% | 1.56% | Q2 2013 | Q3 2014 | 3 |
Colonial River Wealth Management, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q2 2022 | 3 |
Laffer Tengler Investments, Inc. | 2 | 1 | 0.00% | 0.21% | 0.33% | Q2 2016 | Q4 2022 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
CARLSON CAPITAL L P | 2 | 1 | 0.19% | 0.27% | 0.40% | Q2 2018 | Q3 2019 | 3 |
Aspire Private Capital, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 3 |
SteelPeak Wealth, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 3 |
Crestline Management, LP | 3 | 3 | 0.26% | 0.66% | 0.99% | Q1 2023 | Q3 2023 | 3 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.10% | 0.19% | 0.30% | Q4 2013 | Q2 2015 | 3 |
Sante Capital Fund, LP | 3 | 3 | 1.04% | 2.39% | 4.36% | Q1 2022 | Q3 2022 | 3 |
CHASE INVESTMENT COUNSEL CORP | 3 | 3 | 0.06% | 0.19% | 0.44% | Q2 2013 | Q4 2013 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Lloyds Banking Group plc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
Next Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.56% | 0.61% | 0.70% | Q1 2016 | Q3 2016 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
PDT Partners, LLC | 1 | 1 | 0.09% | 0.12% | 0.17% | Q4 2013 | Q2 2015 | 3 |
Moisand Fitzgerald Tamayo, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.20% | 0.43% | Q2 2021 | Q3 2022 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 3 |
Empirical Asset Management, LLC | 2 | 1 | 0.58% | 0.64% | 0.72% | Q4 2021 | Q3 2023 | 3 |
Machina Capital S.A.S. | 1 | 1 | 0.30% | 0.37% | 0.50% | Q1 2019 | Q3 2023 | 3 |
Chesapeake Wealth Management | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q2 2022 | 3 |
SAC Capital Advisors LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2014 | 3 |
AUA CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Biltmore Family Office, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 3 |
Formidable Asset Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
G&S Capital LLC | 3 | 3 | 0.21% | 0.22% | 0.24% | Q1 2019 | Q3 2019 | 3 |
O'Shares Investment Advisers, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q2 2019 | 3 |
Financial Engines Advisors L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Trium Capital LLP | 3 | 3 | 0.01% | 0.03% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Bank of New Hampshire | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Rheos Capital Works Inc. | 3 | 3 | 0.53% | 0.58% | 0.67% | Q2 2022 | Q4 2022 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 1 | 0.00% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 3 |
Yorktown Management & Research Co Inc | 3 | 3 | 0.08% | 0.11% | 0.13% | Q2 2019 | Q4 2019 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Te Ahumairangi Investment Management Ltd | 3 | 3 | 0.07% | 0.10% | 0.14% | Q3 2020 | Q1 2021 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
TFO Wealth Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2020 | Q3 2020 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DEERE & CO | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q3 2016 | 3 |
EAGLE GLOBAL ADVISORS LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q4 2013 | 3 |
WealthStone, Inc. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q1 2021 | 3 |
NTB Financial Corp | 3 | 3 | 1.04% | 1.06% | 1.08% | Q4 2021 | Q2 2022 | 3 |
Atlantic Private Wealth, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
AGF MANAGEMENT LTD | 2 | 1 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 3 |
Perfromance Wealth Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 3 |
Syntal Capital Partners, LLC | 2 | 1 | 0.13% | 0.25% | 0.33% | Q4 2014 | Q3 2019 | 3 |
GLG INC. | 3 | 3 | 0.03% | 0.15% | 0.38% | Q2 2013 | Q4 2013 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Forza Wealth Management, LLC | 3 | 3 | 0.62% | 0.68% | 0.73% | Q1 2023 | Q3 2023 | 3 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q2 2020 | 3 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.28% | 0.48% | 0.67% | Q2 2015 | Q1 2017 | 3 |
tru Independence LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Retirement Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2021 | 3 |
Hilton Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
DUDLEY & SHANLEY, INC. | 3 | 3 | 3.30% | 3.70% | 4.21% | Q1 2023 | Q3 2023 | 3 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Perpetual Ltd | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.04% | 0.45% | 1.17% | Q4 2019 | Q4 2022 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
CHAPIN DAVIS, INC. | 3 | 3 | 0.10% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Wealthstar Advisors, LLC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q3 2022 | Q1 2023 | 3 |
Sapphire Star Partners LP | 3 | 3 | 0.32% | 0.35% | 0.40% | Q3 2017 | Q1 2018 | 3 |
Avion Wealth | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 3 |
Cadence Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.05% | 0.08% | 0.14% | Q3 2022 | Q1 2023 | 3 |
Baldwin Investment Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q2 2022 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.00% | 0.08% | 0.24% | Q4 2018 | Q2 2021 | 3 |
CORA CAPITAL ADVISORS LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q2 2023 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.07% | 0.20% | Q4 2016 | Q4 2016 | 3 |
CM WEALTH ADVISORS LLC | 2 | 1 | 0.08% | 0.19% | 0.26% | Q2 2022 | Q1 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.29% | 0.36% | 0.43% | Q2 2015 | Q4 2015 | 3 |
BBR PARTNERS, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Pensionfund Sabic | 3 | 3 | 0.00% | 0.29% | 0.44% | Q3 2015 | Q1 2016 | 3 |
Secrest Blakey & Associates, LLC | 3 | 3 | 0.23% | 0.28% | 0.33% | Q1 2019 | Q3 2019 | 3 |
Wagner Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.09% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Insight Wealth Strategies, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 3 |
MQS Management LLC | 2 | 1 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
Assured Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2016 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Cullen Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Index Management Solutions, LLC | 3 | 3 | 0.04% | 0.09% | 0.13% | Q1 2015 | Q3 2015 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.63% | 0.72% | 0.82% | Q1 2023 | Q3 2023 | 3 |
COZAD ASSET MANAGEMENT INC | 3 | 3 | 0.04% | 0.19% | 0.31% | Q4 2020 | Q2 2021 | 3 |
Inscription Capital, LLC | 2 | 1 | 0.06% | 0.10% | 0.15% | Q4 2018 | Q4 2021 | 3 |
Soros Fund Management | 2 | 1 | 0.11% | 0.32% | 0.72% | Q2 2017 | Q1 2023 | 3 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Qsemble Capital Management, LP | 1 | 1 | 0.14% | 0.54% | 0.95% | Q1 2023 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
West Family Investments, Inc. | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q1 2022 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
DC Investments Management, LLC | 2 | 2 | 0.18% | 0.23% | 0.27% | Q4 2017 | Q1 2018 | 2 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MANA Advisors LLC | 2 | 2 | 0.72% | 1.11% | 1.49% | Q2 2019 | Q3 2019 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.11% | 0.13% | 0.15% | Q2 2021 | Q3 2023 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 2 |
NICOLET ADVISORY SERVICES, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Scott & Selber, Inc. | 2 | 2 | 1.67% | 1.70% | 1.73% | Q3 2015 | Q4 2015 | 2 |
Northeast Financial Consultants Inc | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q4 2017 | 2 |
United Asset Strategies, Inc. | 1 | 1 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q4 2021 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.05% | 0.10% | 0.14% | Q2 2021 | Q1 2022 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q4 2023 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q1 2019 | Q2 2019 | 2 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.56% | 0.64% | 0.72% | Q1 2023 | Q2 2023 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
WEDGEWOOD INVESTORS INC /PA/ | 2 | 2 | 0.25% | 0.26% | 0.27% | Q4 2020 | Q1 2021 | 2 |
HENNESSY ADVISORS INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Euclid Advisors LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2016 | Q2 2016 | 2 |
Aventail Capital Group, LP | 2 | 2 | 0.08% | 0.97% | 1.86% | Q1 2023 | Q2 2023 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.62% | 0.64% | 0.67% | Q1 2023 | Q2 2023 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Stevard, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2020 | Q3 2020 | 2 |
AIA Group Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2020 | 2 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 2 |
Timber Hill LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 2 |
44 WEALTH MANAGEMENT LLC | 2 | 2 | 2.26% | 2.37% | 2.49% | Q2 2021 | Q3 2021 | 2 |
SFMG, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Blossom Wealth Management | 2 | 2 | 0.75% | 0.79% | 0.83% | Q1 2023 | Q2 2023 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Aevitas Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
SOPHROSYNE CAPITAL LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2014 | Q2 2014 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 2 |
Point72 Asset Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2019 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Orion Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q4 2021 | 2 |
Brookfield Public Securities Group LLC | 2 | 2 | 0.00% | 1.22% | 2.43% | Q4 2019 | Q1 2020 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
GQ Asset Management, LLC | 2 | 2 | 0.13% | 0.15% | 0.18% | Q2 2019 | Q3 2019 | 2 |
Lindenwold Advisors, INC | 2 | 2 | 1.25% | 1.30% | 1.35% | Q4 2022 | Q1 2023 | 2 |
AM Squared Ltd | 2 | 2 | 0.30% | 0.74% | 1.18% | Q4 2022 | Q1 2023 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Premier Fund Managers Ltd | 2 | 2 | 0.54% | 0.87% | 1.21% | Q4 2015 | Q1 2016 | 2 |
ArrowMark Colorado Holdings LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 2 |
PRIMORIS WEALTH ADVISORS, LLC | 2 | 2 | 3.43% | 3.95% | 4.46% | Q2 2023 | Q3 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
NICHOLS & PRATT ADVISERS LLP /MA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Rosenbaum Jay D. | 2 | 2 | 0.33% | 0.34% | 0.35% | Q4 2021 | Q1 2022 | 2 |
Values First Advisors, Inc. | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.44% | 0.64% | 0.84% | Q4 2022 | Q1 2023 | 2 |
iSAM Funds (UK) Ltd | 2 | 2 | 0.55% | 0.91% | 1.27% | Q2 2023 | Q3 2023 | 2 |
SCHRODERS IS Ltd | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.72% | 0.78% | 0.83% | Q4 2022 | Q1 2023 | 2 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Fidelis Capital Partners, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
VitalStone Financial, LLC | 2 | 2 | 0.00% | 0.19% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.05% | 0.10% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.44% | 0.47% | 0.50% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Werlinich Asset Management, LLC | 2 | 2 | 0.32% | 0.34% | 0.35% | Q2 2023 | Q3 2023 | 2 |
PFS Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2016 | Q3 2016 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 2 | 2 | 0.57% | 0.61% | 0.64% | Q2 2023 | Q3 2023 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 2 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2020 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.08% | 0.14% | Q1 2017 | Q1 2017 | 2 |
Petrus Trust Company, LTA | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Manatuck Hill Partners, LLC | 2 | 2 | 1.68% | 2.48% | 3.28% | Q1 2016 | Q2 2016 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.43% | 0.44% | 0.45% | Q2 2013 | Q3 2013 | 2 |
Genesis Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 2 |
Quotient Investors, LLC | 2 | 2 | 0.41% | 0.46% | 0.50% | Q1 2016 | Q2 2016 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.05% | 0.08% | Q1 2017 | Q3 2017 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q4 2019 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 2 |
Maple-Brown Abbott Ltd | 2 | 2 | 1.35% | 1.69% | 2.02% | Q4 2014 | Q1 2015 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Jackson, Grant Investment Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Lazard Freres Gestion S.A.S. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Spears Abacus Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 2 |
AdvisorShares Investments LLC | 1 | 1 | 0.27% | 0.38% | 0.48% | Q4 2019 | Q4 2022 | 2 |
COUNTRY FUND MANAGEMENT | 2 | 2 | 1.12% | 1.21% | 1.29% | Q2 2013 | Q3 2013 | 2 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2018 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q1 2017 | 2 |
Lee Financial Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 2 |
Man Investments Ltd | 2 | 2 | 0.08% | 0.10% | 0.12% | Q1 2014 | Q2 2014 | 2 |
L. Roy Papp & Associates, LLP | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2021 | 2 |
NOVARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q4 2018 | 2 |
MENTA CAPITAL LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q2 2016 | 2 |
CYPRESS ASSET MANAGEMENT INC/TX | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q3 2016 | 2 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2019 | 2 |
WALL STREET ASSOCIATES | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2015 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Geller Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
NatWest Group plc | 1 | 1 | 0.09% | 0.17% | 0.24% | Q4 2014 | Q3 2015 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ALPHA WINDWARD LLC | 2 | 2 | 0.31% | 0.32% | 0.33% | Q4 2013 | Q1 2014 | 2 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Locust Wood Capital Advisers | 2 | 2 | 0.90% | 1.01% | 1.12% | Q1 2020 | Q2 2020 | 2 |
MARIETTA INVESTMENT PARTNERS LLC | 2 | 2 | 0.17% | 0.23% | 0.28% | Q2 2016 | Q3 2016 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 1.20% | 1.24% | 1.27% | Q4 2018 | Q1 2019 | 2 |
CHILTON INVESTMENT CO INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Stux Capital Management, LLC | 2 | 2 | 0.30% | 0.31% | 0.31% | Q1 2014 | Q2 2014 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
FENIMORE ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Intersect Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Banco Santander, S.A. | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q2 2022 | 2 |
FAIRFIELD, BUSH & CO. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Lebenthal Asset Management, LLC | 2 | 2 | 0.07% | 0.16% | 0.24% | Q4 2016 | Q1 2017 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Delpha Capital Management, LLC | 2 | 2 | 0.04% | 0.17% | 0.29% | Q4 2017 | Q1 2018 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.20% | 0.53% | 0.86% | Q1 2019 | Q3 2019 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.15% | 0.18% | 0.22% | Q4 2019 | Q1 2020 | 2 |
Cornell Pochily Investment Advisors, Inc. | 1 | 1 | 2.59% | 2.60% | 2.60% | Q4 2017 | Q2 2018 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
O'Dell Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Ostrum Asset Management U.S., LLC | 2 | 2 | 3.49% | 4.15% | 4.81% | Q4 2018 | Q1 2019 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.06% | 0.11% | 0.15% | Q3 2019 | Q3 2020 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q4 2021 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 2 |
Risk Paradigm Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Main Street Financial Solutions, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
SWS Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 1.21% | 1.27% | 1.32% | Q2 2023 | Q3 2023 | 2 |
Prossimo Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Sonoma Private Wealth LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2022 | Q4 2022 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
F/M Investments LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2021 | Q4 2021 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Frank, Rimerman Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2022 | Q2 2022 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Gator Capital Management, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2017 | Q4 2017 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2020 | Q1 2020 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
NAN FUNG TRINITY (HK) Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
S&CO INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Coann Capital LLC | 1 | 1 | 7.02% | 7.02% | 7.02% | Q4 2020 | Q4 2020 | 1 |
Ridgewood Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CHEMICAL BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Mork Capital Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2014 | Q4 2014 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Capital One Investing, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
Park Avenue Institutional Advisers LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
TFG Asset Management GP Ltd | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2019 | Q3 2019 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2020 | Q3 2020 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PartnerRe Asset Management CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
New World Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Rothschild Capital Partners, LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q1 2016 | Q1 2016 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
SG3 Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Fosun International Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Horizon Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Jump Trading, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2013 | Q4 2013 | 1 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2016 | Q3 2016 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2015 | Q4 2015 | 1 |
CCLA Investment Management | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2020 | Q4 2020 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pettinga Financial Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Gainplan LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
CAMDEN NATIONAL BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
FORESTERS ASSET MANAGEMENT INC. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2016 | Q2 2016 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2016 | Q3 2016 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2016 | Q2 2016 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 1.32% | 1.32% | 1.32% | Q2 2023 | Q2 2023 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2016 | Q4 2016 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
BAKER BOYER NATIONAL BANK | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
HHG & Company, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Prostatis Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Tradeworx Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2014 | Q1 2014 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2018 | Q1 2018 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Fortis Capital Management LLC | 1 | 1 | 2.03% | 2.03% | 2.03% | Q2 2020 | Q2 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
WASATCH ADVISORS LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2013 | Q4 2013 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
Shelter Harbor Advisors, LP | 1 | 1 | 3.37% | 3.37% | 3.37% | Q4 2018 | Q4 2018 | 1 |
BCM ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
S.A. Mason LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2016 | Q2 2016 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Eukles Asset Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2016 | Q2 2016 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Archipel Asset Management AB | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2014 | Q1 2014 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
TLW Wealth Management, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2019 | Q1 2019 | 1 |
National Investment Services of America, LLC | 1 | 1 | 2.11% | 2.11% | 2.11% | Q4 2019 | Q4 2019 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Watson Rebecca | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
AMICA MUTUAL INSURANCE CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
AMICA PENSION FUND BOARD OF TRUSTEES | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Red Spruce Capital, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2023 | Q4 2023 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2017 | Q4 2017 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
BALTIMORE CAPITAL MANAGEMENT, INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2019 | Q1 2019 | 1 |
Yaupon Capital Management LP | 1 | 1 | 1.89% | 1.89% | 1.89% | Q2 2021 | Q2 2021 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
TENOR CAPITAL MANAGEMENT Co., L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Graypoint LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Belmont Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TD Securities (USA) LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Buckley Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BAHL & GAYNOR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WEALTH EFFECTS LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
One Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2020 | Q3 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Oak Thistle LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
SEVEN GRAND MANAGERS, LLC | 1 | 1 | 12.67% | 12.67% | 12.67% | Q1 2023 | Q1 2023 | 1 |
Elkhorn Investments, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2017 | Q4 2017 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DF DENT & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Alliance Wealth Advisors, LLC /UT | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2020 | Q2 2020 | 1 |
Trust Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Corton Capital Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
CTC Capital Management, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q1 2022 | Q1 2022 | 1 |
Aquila Investment Management LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
PARAGON FINANCIAL PARTNERS, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Amica Retiree Medical Trust | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Kula Investments, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Manteio Capital LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2018 | Q1 2018 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Providence First Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Hilltop Park Associates LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2014 | Q1 2014 | 1 |
Hightower 6M Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
TCF National Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
EULAV Asset Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Ohio National Investments, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Heartland Bank & Trust Co | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
DECADE RENEWABLE PARTNERS LP | 1 | 1 | 2.12% | 2.12% | 2.12% | Q1 2023 | Q1 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Overbrook Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2014 | Q4 2014 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cercano Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2019 | Q1 2019 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Centenus Global Management, LP | 1 | 1 | 2.35% | 2.35% | 2.35% | Q1 2020 | Q1 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Invictus RG | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2017 | Q4 2017 | 1 |
Johnson & White Wealth Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2022 | Q4 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
JASINKIEWICZ CAPITAL MANAGEMENT, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FourThought Financial Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Jacobus Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Fiera Capital Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
STANCORP INVESTMENT ADVISERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Bond & Devick Financial Network, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
AT Bancorp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
American Research & Management Co. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
FORT, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Huber Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own AMERICAN WTR WKS CO INC NEW or have owned AMERICAN WTR WKS CO INC NEW in the past.