Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.15% | Q1 2012 | Q3 2023 | 133 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 120 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 114 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 109 |
Parallax Volatility Advisers, L.P. | 20 | 8 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q3 2023 | 105 |
Citadel Advisors | 42 | 42 | 0.00% | 0.04% | 0.32% | Q2 2013 | Q3 2023 | 99 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 96 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 95 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.04% | 0.17% | Q1 2012 | Q3 2023 | 90 |
D. E. Shaw & Co., Inc. | 36 | 5 | 0.00% | 0.03% | 0.23% | Q2 2013 | Q3 2023 | 89 |
JANE STREET GROUP, LLC | 35 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 84 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 80 |
Cutler Group LLC / CA | 21 | 9 | 0.00% | 0.02% | 0.33% | Q4 2015 | Q3 2023 | 79 |
MILLENNIUM MANAGEMENT LLC | 24 | 1 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 79 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.15% | Q4 2014 | Q3 2023 | 78 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 76 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.05% | 0.17% | Q1 2013 | Q3 2023 | 69 |
WOLVERINE TRADING, LLC | 10 | 1 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 66 |
Twin Tree Management, LP | 10 | 1 | 0.00% | 0.04% | 0.22% | Q4 2012 | Q3 2023 | 61 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.42% | 0.91% | Q1 2009 | Q3 2023 | 59 |
GLENMEDE TRUST CO NA | 45 | 1 | 0.00% | 0.09% | 0.59% | Q4 2006 | Q3 2023 | 58 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 22 | 0.00% | 0.05% | 0.20% | Q2 2018 | Q3 2023 | 58 |
TWO SIGMA SECURITIES, LLC | 10 | 2 | 0.00% | 0.04% | 0.14% | Q3 2016 | Q3 2023 | 54 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.20% | 0.48% | Q2 2013 | Q3 2023 | 52 |
Paloma Partners Management Co | 20 | 1 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q2 2023 | 51 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 50 |
CenterStar Asset Management, LLC | 13 | 7 | 0.00% | 0.17% | 1.34% | Q4 2017 | Q4 2022 | 50 |
TWO SIGMA INVESTMENTS, LP | 12 | 4 | 0.00% | 0.09% | 0.42% | Q2 2013 | Q3 2023 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.05% | 0.09% | 0.22% | Q3 2011 | Q3 2023 | 49 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.03% | 0.21% | Q3 2018 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.06% | 0.10% | 0.17% | Q3 2011 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.15% | 0.43% | 0.79% | Q4 2010 | Q3 2022 | 48 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.13% | 0.34% | Q2 2013 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.08% | 0.24% | Q4 2011 | Q3 2023 | 48 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.07% | 0.55% | Q2 2014 | Q3 2023 | 48 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q2 2018 | 48 |
MCF Advisors LLC | 40 | 7 | 0.01% | 0.01% | 0.02% | Q4 2011 | Q3 2023 | 47 |
Artisan Partners Limited Partnership | 42 | 42 | 0.09% | 0.36% | 0.72% | Q2 2013 | Q3 2023 | 47 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.02% | 0.14% | Q4 2012 | Q4 2022 | 46 |
HighTower Advisors, LLC | 17 | 2 | 0.00% | 0.04% | 0.18% | Q4 2014 | Q3 2023 | 46 |
First Horizon Advisors, Inc. | 44 | 2 | 0.02% | 0.22% | 0.60% | Q1 2012 | Q3 2023 | 46 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.02% | 0.14% | Q4 2012 | Q3 2023 | 44 |
AQR Capital Management | 42 | 1 | 0.00% | 0.05% | 0.32% | Q4 2012 | Q3 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.05% | 0.25% | 0.44% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.04% | 0.06% | Q4 2012 | Q2 2023 | 43 |
TRUST CO OF TOLEDO NA /OH/ | 43 | 43 | 0.24% | 0.47% | 0.60% | Q2 2013 | Q4 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
Neuberger Berman Group LLC | 42 | 42 | 0.01% | 0.39% | 0.81% | Q2 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.07% | 0.11% | 0.21% | Q1 2013 | Q3 2023 | 43 |
Laurion Capital Management LP | 7 | 1 | 0.00% | 0.12% | 1.15% | Q4 2015 | Q3 2023 | 43 |
Jefferies Group LLC | 13 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2022 | 43 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 43 | 43 | 0.05% | 0.17% | 0.45% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.05% | 0.08% | 0.13% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.25% | 0.56% | 0.98% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.07% | 0.13% | 0.25% | Q1 2013 | Q3 2023 | 43 |
Verition Fund Management LLC | 12 | 1 | 0.01% | 0.07% | 0.38% | Q3 2013 | Q3 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.02% | 0.10% | 0.73% | Q1 2013 | Q3 2023 | 43 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.02% | 0.60% | 1.57% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.08% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.06% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.06% | 0.15% | 0.33% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.08% | 0.14% | 0.26% | Q2 2013 | Q3 2023 | 42 |
ANCHOR CAPITAL ADVISORS LLC | 42 | 42 | 1.08% | 1.67% | 2.35% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.06% | 0.14% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.07% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PRIMECAP MANAGEMENT CO/CA/ | 42 | 42 | 0.10% | 0.38% | 0.67% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.16% | 0.32% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.01% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.02% | 0.16% | 0.57% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.04% | 0.16% | 0.31% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.07% | 0.15% | Q3 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 42 | 42 | 0.01% | 0.20% | 0.52% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.04% | 0.13% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.07% | 0.15% | 0.32% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.16% | 0.26% | 0.69% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.07% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.07% | 0.12% | 0.33% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.06% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.01% | 0.15% | 0.55% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.07% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.04% | 0.35% | 1.05% | Q2 2013 | Q3 2023 | 42 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 42 | 42 | 0.07% | 0.99% | 2.11% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.04% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.07% | 0.45% | 1.59% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.05% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.04% | 0.15% | 0.34% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.19% | 1.04% | 2.45% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.09% | 0.33% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.09% | 0.18% | 0.30% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.06% | 0.12% | 0.29% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.41% | 0.86% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.07% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Cubic Asset Management, LLC | 42 | 42 | 0.60% | 0.94% | 1.46% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.03% | 0.08% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.00% | 0.23% | 0.52% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.02% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.01% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.05% | 0.28% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 0.33% | 0.53% | 0.74% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.14% | 0.17% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.04% | 0.26% | 0.62% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.02% | 0.08% | 0.31% | Q2 2013 | Q3 2023 | 42 |
S&CO INC | 42 | 42 | 0.03% | 0.13% | 0.44% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.15% | 0.37% | 0.54% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.17% | 0.69% | Q2 2013 | Q3 2023 | 42 |
ZEVIN ASSET MANAGEMENT LLC | 42 | 42 | 0.52% | 2.55% | 4.04% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Baillie Gifford | 42 | 42 | 0.03% | 0.12% | 0.63% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.03% | 0.27% | 0.44% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.08% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
West Oak Capital, LLC | 42 | 42 | 0.88% | 1.05% | 1.32% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 42 |
First Pacific Advisors, LP | 42 | 42 | 1.56% | 3.62% | 7.01% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.06% | 0.11% | 0.25% | Q2 2012 | Q4 2022 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.01% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.02% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.05% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.04% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.08% | 0.19% | 0.39% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.02% | 0.22% | 0.59% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.15% | 0.26% | 0.37% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.07% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Buckingham Capital Management, Inc. | 42 | 42 | 0.12% | 0.78% | 1.08% | Q2 2013 | Q3 2023 | 42 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.09% | 0.42% | Q4 2014 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.08% | 0.22% | 0.36% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.09% | 0.23% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.10% | 0.20% | 0.34% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.06% | 0.28% | 0.60% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.21% | 0.46% | 1.01% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.08% | 0.93% | Q2 2013 | Q3 2023 | 42 |
Ledyard National Bank | 42 | 42 | 0.05% | 0.19% | 0.63% | Q2 2013 | Q3 2023 | 42 |
GRANDFIELD & DODD, LLC | 42 | 42 | 2.10% | 2.86% | 3.65% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.01% | 0.47% | 0.85% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.12% | 0.21% | 0.49% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.04% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.12% | 0.36% | 0.68% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.05% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.08% | 0.14% | 0.26% | Q2 2013 | Q3 2023 | 42 |
CANTILLON CAPITAL MANAGEMENT LLC | 42 | 42 | 3.68% | 6.14% | 9.64% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.06% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.13% | 0.34% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.10% | 0.22% | 0.54% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.01% | 0.10% | 0.33% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.02% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 42 |
AMALGAMATED BANK | 40 | 2 | 0.05% | 0.12% | 0.23% | Q4 2012 | Q3 2023 | 42 |
PENSIOENFONDS RAIL & OV | 42 | 42 | 2.22% | 3.09% | 3.75% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.02% | 0.42% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.08% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.09% | 0.16% | 0.29% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.02% | 0.25% | 0.74% | Q2 2013 | Q3 2023 | 42 |
COMERICA BANK | 39 | 2 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 41 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 37 | 4 | 0.10% | 0.83% | 1.29% | Q1 2012 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 41 | 41 | 0.00% | 0.03% | 0.12% | Q3 2013 | Q3 2023 | 41 |
BESSEMER GROUP INC | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.07% | 0.26% | Q3 2013 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 18 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 41 |
CYPRESS ASSET MANAGEMENT INC/TX | 41 | 41 | 0.51% | 1.14% | 2.04% | Q2 2013 | Q2 2023 | 41 |
FIRST MANHATTAN CO. LLC. | 31 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.08% | 0.13% | 0.25% | Q1 2013 | Q3 2023 | 41 |
CONGRESS ASSET MANAGEMENT CO /MA | 41 | 41 | 0.11% | 0.69% | 1.51% | Q3 2013 | Q3 2023 | 41 |
Ballentine Partners, LLC | 41 | 41 | 0.04% | 0.05% | 0.12% | Q3 2013 | Q3 2023 | 41 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.05% | 0.25% | Q3 2014 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
COMMERCE BANK | 36 | 2 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 41 |
DEARBORN PARTNERS LLC | 41 | 41 | 0.10% | 0.45% | 0.62% | Q3 2013 | Q3 2023 | 41 |
Somerset Trust Co | 41 | 41 | 0.52% | 1.36% | 2.38% | Q4 2013 | Q4 2023 | 41 |
BOKF, NA | 32 | 9 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.07% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 41 |
PUTNAM INVESTMENTS LLC | 27 | 14 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
DOHENY ASSET MANAGEMENT /CA | 36 | 5 | 0.46% | 0.79% | 1.21% | Q2 2013 | Q3 2023 | 41 |
TOMPKINS FINANCIAL CORP | 28 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2023 | 41 |
BNP Paribas Asset Management Holding S.A. | 41 | 41 | 0.00% | 0.16% | 0.36% | Q3 2013 | Q3 2023 | 41 |
Plante Moran Financial Advisors, LLC | 27 | 14 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 41 |
FineMark National Bank & Trust | 22 | 19 | 0.01% | 0.10% | 0.36% | Q2 2013 | Q3 2023 | 41 |
TRILLIUM ASSET MANAGEMENT, LLC | 33 | 8 | 0.12% | 0.44% | 0.94% | Q2 2013 | Q3 2023 | 41 |
NISA INVESTMENT ADVISORS, LLC | 34 | 7 | 0.10% | 0.15% | 0.29% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.03% | 0.07% | 0.14% | Q3 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.10% | 0.16% | 0.29% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 41 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 27 | 13 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
SENTRY INVESTMENT MANAGEMENT LLC | 22 | 18 | 0.03% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 40 |
WELCH & FORBES LLC | 28 | 4 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 40 |
EASTERN BANK | 40 | 40 | 0.75% | 1.00% | 1.52% | Q4 2013 | Q3 2023 | 40 |
AXA S.A. | 32 | 8 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 40 |
BALYASNY ASSET MANAGEMENT L.P. | 12 | 1 | 0.00% | 0.10% | 0.70% | Q2 2013 | Q3 2023 | 40 |
STATE STREET CORP | 32 | 8 | 0.07% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.08% | 0.15% | 0.29% | Q4 2013 | Q3 2023 | 40 |
Tower Research Capital LLC (TRC) | 22 | 4 | 0.00% | 0.08% | 0.38% | Q2 2013 | Q3 2023 | 40 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 40 | 40 | 0.04% | 0.14% | 0.29% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.04% | 0.08% | 0.14% | Q4 2013 | Q3 2023 | 40 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 6 | 0.00% | 0.10% | 0.41% | Q3 2013 | Q3 2023 | 40 |
ASSETMARK, INC | 40 | 40 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 40 |
Korea Investment CORP | 29 | 11 | 0.00% | 0.14% | 0.61% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.09% | 0.16% | 0.29% | Q3 2013 | Q3 2023 | 40 |
Rafferty Asset Management, LLC | 40 | 40 | 0.08% | 0.51% | 1.39% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.06% | 0.13% | 0.29% | Q4 2013 | Q3 2023 | 40 |
Choate Investment Advisors | 32 | 8 | 0.02% | 0.49% | 1.40% | Q2 2013 | Q3 2023 | 40 |
PARK NATIONAL CORP /OH/ | 34 | 1 | 0.02% | 0.40% | 1.52% | Q2 2013 | Q4 2023 | 40 |
BANK OF NOVA SCOTIA | 27 | 13 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q3 2023 | 40 |
Supplemental Annuity Collective Trust of NJ | 39 | 39 | 0.11% | 0.23% | 0.37% | Q1 2014 | Q3 2023 | 39 |
CREDIT AGRICOLE S A | 21 | 18 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.13% | 0.23% | Q1 2014 | Q3 2023 | 39 |
TORONTO DOMINION BANK | 36 | 2 | 0.00% | 0.04% | 0.19% | Q1 2014 | Q3 2023 | 39 |
BARINGS LLC | 37 | 2 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q2 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.08% | 0.14% | 0.24% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q4 2022 | 39 |
OPPENHEIMER & CO INC | 38 | 1 | 0.01% | 0.09% | 0.21% | Q3 2013 | Q3 2023 | 39 |
CANADA PENSION PLAN INVESTMENT BOARD | 17 | 10 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.04% | 0.08% | 0.12% | Q1 2014 | Q3 2023 | 39 |
Perigon Wealth Management, LLC | 30 | 1 | 0.01% | 0.27% | 0.79% | Q3 2011 | Q3 2023 | 38 |
LOOMIS SAYLES & CO L P | 19 | 3 | 0.00% | 0.09% | 0.32% | Q2 2013 | Q3 2023 | 38 |
Alkeon Capital Management | 36 | 2 | 0.27% | 1.11% | 2.76% | Q2 2013 | Q3 2023 | 38 |
LORD, ABBETT & CO. LLC | 28 | 5 | 0.01% | 0.16% | 0.53% | Q2 2013 | Q3 2023 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 1.11% | 1.40% | 1.95% | Q2 2013 | Q3 2022 | 38 |
Covington Capital Management | 38 | 38 | 0.12% | 0.30% | 0.55% | Q2 2013 | Q3 2022 | 38 |
Manchester Capital Management LLC | 38 | 38 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q3 2023 | 38 |
Mirae Asset Global Investments Co., Ltd. | 29 | 3 | 0.02% | 0.12% | 0.35% | Q2 2011 | Q3 2023 | 38 |
CENTRAL BANK & TRUST CO | 37 | 1 | 0.00% | 0.42% | 2.28% | Q2 2013 | Q1 2023 | 38 |
Reynders McVeigh Capital Management, LLC | 29 | 3 | 0.04% | 2.27% | 4.04% | Q4 2013 | Q3 2023 | 38 |
SALEM CAPITAL MANAGEMENT INC | 38 | 38 | 0.19% | 0.37% | 1.58% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.12% | 0.20% | 0.25% | Q2 2013 | Q3 2022 | 38 |
BANK OF MONTREAL /CAN/ | 32 | 32 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2021 | 38 |
Gradient Investments LLC | 24 | 14 | 0.00% | 0.13% | 0.51% | Q1 2014 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.05% | 0.18% | 0.29% | Q2 2014 | Q3 2023 | 38 |
American Research & Management Co. | 38 | 38 | 2.72% | 3.44% | 4.10% | Q2 2013 | Q3 2022 | 38 |
SADOFF INVESTMENT MANAGEMENT LLC | 38 | 38 | 1.72% | 2.13% | 2.51% | Q2 2013 | Q3 2022 | 38 |
CENTRAL SECURITIES CORP | 37 | 37 | 5.27% | 7.37% | 10.95% | Q3 2014 | Q3 2023 | 37 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 21 | 2 | 0.00% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 37 |
DnB Asset Management AS | 37 | 37 | 0.01% | 0.06% | 0.12% | Q4 2014 | Q4 2023 | 37 |
South Dakota Investment Council | 37 | 37 | 0.03% | 0.06% | 0.14% | Q3 2014 | Q3 2023 | 37 |
AMERICAN CENTURY COMPANIES INC | 33 | 4 | 0.01% | 0.22% | 0.47% | Q2 2013 | Q3 2023 | 37 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 37 | 37 | 0.16% | 0.38% | 0.78% | Q3 2014 | Q3 2023 | 37 |
FARMERS TRUST CO | 37 | 37 | 0.09% | 0.29% | 1.51% | Q3 2014 | Q3 2023 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 37 | 37 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 37 |
NAPLES GLOBAL ADVISORS, LLC | 37 | 37 | 0.69% | 0.86% | 1.04% | Q3 2014 | Q3 2023 | 37 |
DUBUQUE BANK & TRUST CO | 24 | 12 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 36 |
Kidder Stephen W | 30 | 6 | 0.08% | 2.16% | 4.14% | Q3 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.09% | 0.42% | 1.25% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.09% | 0.24% | Q4 2014 | Q3 2023 | 36 |
FARMERS & MERCHANTS INVESTMENTS INC | 35 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 36 |
AIMZ Investment Advisors, LLC | 36 | 36 | 0.78% | 0.90% | 1.04% | Q4 2014 | Q3 2023 | 36 |
MOTCO | 36 | 36 | 0.01% | 0.06% | 0.30% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q1 2022 | 36 |
State of Alaska, Department of Revenue | 36 | 36 | 0.07% | 0.13% | 0.18% | Q4 2014 | Q3 2023 | 36 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 1 | 0.01% | 0.03% | 0.30% | Q2 2013 | Q2 2023 | 36 |
Morningstar Investment Services LLC | 36 | 36 | 0.01% | 0.32% | 0.63% | Q4 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.06% | 0.11% | 0.19% | Q2 2013 | Q1 2022 | 36 |
Spot Trading L.L.C | 13 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2017 | 36 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 36 | 36 | 0.14% | 0.54% | 1.93% | Q4 2014 | Q3 2023 | 36 |
National Pension Service | 33 | 3 | 0.09% | 0.18% | 0.30% | Q3 2014 | Q3 2023 | 36 |
STRS OHIO | 35 | 1 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 36 |
Brookmont Capital Management | 36 | 36 | 0.31% | 2.05% | 3.03% | Q4 2014 | Q3 2023 | 36 |
Bell Bank | 26 | 3 | 0.13% | 0.24% | 0.59% | Q2 2013 | Q3 2023 | 36 |
First Eagle Investment Management, LLC | 35 | 1 | 0.07% | 1.05% | 1.86% | Q2 2014 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.06% | 0.12% | 0.15% | Q1 2015 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.06% | 0.10% | 0.12% | Q2 2013 | Q3 2023 | 35 |
JONES FINANCIAL COMPANIES LLLP | 33 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 35 |
IBM Retirement Fund | 34 | 1 | 0.07% | 0.12% | 0.20% | Q2 2013 | Q1 2022 | 35 |
Candriam S.C.A. | 31 | 4 | 0.01% | 0.37% | 0.92% | Q4 2014 | Q3 2023 | 35 |
INTRUST BANK NA | 35 | 35 | 0.04% | 0.07% | 0.12% | Q1 2015 | Q3 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 28 | 7 | 0.13% | 0.31% | 0.77% | Q4 2014 | Q3 2023 | 35 |
Andra AP-fonden | 19 | 2 | 0.02% | 0.11% | 0.40% | Q2 2013 | Q2 2023 | 35 |
Azimuth Capital Management LLC | 35 | 35 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q1 2022 | 35 |
Cetera Advisors LLC | 35 | 35 | 0.00% | 0.05% | 0.11% | Q1 2015 | Q3 2023 | 35 |
TWO SIGMA ADVISERS, LP | 10 | 1 | 0.00% | 0.12% | 0.73% | Q2 2013 | Q3 2023 | 35 |
SIGNATUREFD, LLC | 34 | 1 | 0.00% | 0.05% | 0.16% | Q4 2013 | Q3 2023 | 35 |
Blue Chip Partners, LLC | 29 | 6 | 0.03% | 0.28% | 0.83% | Q4 2014 | Q3 2023 | 35 |
AMP Capital Investors Ltd | 34 | 34 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2021 | 34 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 32 | 1 | 0.00% | 0.09% | 0.29% | Q2 2013 | Q3 2023 | 34 |
Private Advisor Group, LLC | 28 | 1 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 34 |
Fiera Capital Corp | 32 | 1 | 0.00% | 0.56% | 0.83% | Q4 2013 | Q3 2023 | 34 |
CIBC Private Wealth Group, LLC | 33 | 1 | 0.01% | 0.37% | 0.90% | Q2 2014 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.04% | 0.08% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 1 | 0.02% | 0.10% | 0.31% | Q4 2014 | Q3 2023 | 34 |
Gotham Asset Management, LLC | 20 | 1 | 0.01% | 0.16% | 0.71% | Q3 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.05% | 0.11% | 0.22% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.06% | 0.10% | 0.19% | Q2 2013 | Q3 2021 | 34 |
ROPES WEALTH ADVISORS LLC | 24 | 10 | 0.02% | 0.05% | 0.24% | Q1 2015 | Q3 2023 | 34 |
TDAM USA INC. | 25 | 9 | 0.01% | 0.13% | 0.73% | Q2 2013 | Q4 2021 | 34 |
WASHINGTON TRUST Co | 30 | 4 | 0.03% | 0.56% | 0.97% | Q1 2015 | Q3 2023 | 34 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 29 | 5 | 0.17% | 2.84% | 4.22% | Q2 2013 | Q3 2023 | 34 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.08% | 0.54% | 1.09% | Q4 2012 | Q1 2021 | 33 |
FORBES J M & CO LLP | 29 | 1 | 0.05% | 0.07% | 0.13% | Q1 2015 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.01% | 0.04% | 0.05% | Q3 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q4 2023 | 33 |
Sandy Spring Bank | 28 | 5 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 33 |
BOSTON FAMILY OFFICE LLC | 33 | 33 | 0.04% | 0.17% | 0.41% | Q3 2015 | Q3 2023 | 33 |
PRUDENTIAL PLC | 18 | 7 | 0.00% | 0.29% | 1.10% | Q3 2013 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.04% | 0.10% | 0.31% | Q2 2013 | Q2 2021 | 33 |
Checchi Capital Advisers, LLC | 32 | 1 | 0.02% | 0.06% | 0.13% | Q2 2015 | Q3 2023 | 33 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 33 | 33 | 0.07% | 0.22% | 0.39% | Q1 2015 | Q1 2023 | 33 |
Capital International Investors | 31 | 2 | 0.06% | 0.22% | 0.42% | Q1 2014 | Q3 2023 | 33 |
FDx Advisors, Inc. | 29 | 1 | 0.01% | 0.07% | 0.35% | Q2 2014 | Q3 2023 | 33 |
CIBC WORLD MARKETS CORP | 28 | 5 | 0.02% | 0.08% | 0.22% | Q2 2015 | Q3 2023 | 33 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 24 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 33 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 32 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 33 |
BROWN ADVISORY INC | 32 | 32 | 0.00% | 0.37% | 0.91% | Q4 2015 | Q3 2023 | 32 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.73% | 0.99% | 1.23% | Q2 2013 | Q1 2021 | 32 |
ING GROEP NV | 9 | 2 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 32 |
OLD DOMINION CAPITAL MANAGEMENT INC | 32 | 32 | 0.18% | 0.81% | 1.40% | Q4 2013 | Q3 2021 | 32 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 1 | 0.02% | 1.31% | 5.18% | Q2 2013 | Q3 2023 | 32 |
EADS & HEALD WEALTH MANAGEMENT | 32 | 32 | 0.18% | 0.50% | 1.06% | Q4 2015 | Q3 2023 | 32 |
HOME FEDERAL BANK OF TENNESSEE | 32 | 32 | 0.77% | 1.06% | 1.40% | Q4 2015 | Q3 2023 | 32 |
COHEN & STEERS, INC. | 17 | 15 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 32 |
Epoch Investment Partners, Inc. | 32 | 32 | 0.01% | 0.47% | 1.35% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.11% | Q4 2015 | Q3 2023 | 32 |
HBK Sorce Advisory LLC | 29 | 1 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 32 |
BANK OF STOCKTON | 30 | 1 | 0.42% | 0.76% | 0.98% | Q2 2013 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q1 2021 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.09% | 0.16% | Q4 2015 | Q3 2023 | 32 |
CIBC WORLD MARKET INC. | 29 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 32 |
Cohen Klingenstein LLC | 32 | 32 | 0.23% | 0.33% | 0.47% | Q4 2015 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q1 2021 | 32 |
DALTON GREINER HARTMAN MAHER & CO | 32 | 32 | 0.16% | 0.84% | 1.52% | Q2 2013 | Q1 2021 | 32 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.10% | 0.44% | Q3 2014 | Q3 2022 | 32 |
Smith, Salley & Associates | 23 | 9 | 0.06% | 1.03% | 1.70% | Q2 2015 | Q3 2023 | 32 |
New England Research & Management, Inc. | 21 | 1 | 0.26% | 0.94% | 1.56% | Q4 2013 | Q3 2023 | 32 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 18 | 14 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.01% | 0.31% | 1.63% | Q1 2016 | Q4 2023 | 32 |
CWM, LLC | 17 | 2 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 32 |
Carroll Financial Associates, Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 32 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q4 2020 | 31 |
PEAPACK GLADSTONE FINANCIAL CORP | 28 | 1 | 0.01% | 0.05% | 0.20% | Q1 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Penserra Capital Management LLC | 19 | 12 | 0.00% | 0.57% | 1.52% | Q4 2015 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.04% | 0.06% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Zurich Insurance Group Ltd/FI | 31 | 31 | 0.06% | 0.59% | 1.32% | Q1 2016 | Q3 2023 | 31 |
Markel Corporation | 31 | 31 | 0.09% | 1.53% | 2.80% | Q1 2016 | Q3 2023 | 31 |
Alpha Cubed Investments, LLC | 25 | 6 | 0.02% | 0.07% | 0.37% | Q4 2013 | Q3 2023 | 31 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 6 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 31 |
HM PAYSON & CO | 18 | 2 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 31 |
Capital Research Global Investors | 24 | 7 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q1 2022 | 31 |
Aperio Group, LLC | 31 | 31 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q4 2020 | 31 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 31 |
Tarbox Family Office, Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2022 | 31 |
PITCAIRN CO | 27 | 3 | 0.02% | 0.06% | 0.11% | Q4 2014 | Q3 2023 | 30 |
MONTAG A & ASSOCIATES INC | 25 | 5 | 0.02% | 0.25% | 0.56% | Q1 2016 | Q3 2023 | 30 |
Sunbelt Securities, Inc. | 29 | 1 | 0.02% | 0.20% | 0.53% | Q1 2016 | Q3 2023 | 30 |
Skandinaviska Enskilda Banken AB (publ) | 27 | 3 | 0.03% | 0.08% | 0.18% | Q1 2016 | Q3 2023 | 30 |
Broderick Brian C | 30 | 30 | 0.12% | 2.63% | 4.22% | Q2 2016 | Q3 2023 | 30 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 14 | 1 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 30 |
Bartlett & Co. LLC | 16 | 1 | 0.00% | 0.97% | 1.46% | Q4 2014 | Q4 2023 | 30 |
ADVISOR PARTNERS LLC | 30 | 30 | 0.07% | 0.13% | 0.20% | Q1 2015 | Q2 2022 | 30 |
QS Investors, LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2021 | 30 |
ROYAL LONDON ASSET MANAGEMENT LTD | 17 | 4 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.09% | 0.28% | 0.53% | Q1 2016 | Q3 2023 | 30 |
BOOTHBAY FUND MANAGEMENT, LLC | 16 | 1 | 0.01% | 0.21% | 0.89% | Q1 2015 | Q3 2023 | 30 |
WEDBUSH SECURITIES INC | 30 | 30 | 0.04% | 0.07% | 0.10% | Q2 2016 | Q3 2023 | 30 |
Venturi Wealth Management, LLC | 20 | 10 | 0.04% | 0.59% | 1.98% | Q4 2015 | Q3 2023 | 30 |
BP PLC | 20 | 1 | 0.05% | 0.15% | 0.53% | Q3 2013 | Q2 2021 | 29 |
SIT INVESTMENT ASSOCIATES INC | 25 | 1 | 0.00% | 0.16% | 0.41% | Q2 2013 | Q3 2023 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.26% | 1.36% | 2.20% | Q4 2015 | Q3 2023 | 29 |
Estabrook Capital Management | 28 | 1 | 0.17% | 0.36% | 0.54% | Q2 2016 | Q3 2023 | 29 |
AGF INVESTMENTS INC. | 25 | 4 | 0.01% | 0.19% | 0.50% | Q4 2013 | Q3 2022 | 29 |
PUZO MICHAEL J | 29 | 29 | 0.28% | 2.46% | 3.66% | Q3 2016 | Q3 2023 | 29 |
Prospera Financial Services Inc | 29 | 29 | 0.01% | 0.29% | 1.03% | Q3 2016 | Q3 2023 | 29 |
Meiji Yasuda Asset Management Co Ltd. | 29 | 29 | 0.03% | 0.08% | 0.18% | Q3 2016 | Q3 2023 | 29 |
America First Investment Advisors, LLC | 29 | 29 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2020 | 29 |
PineBridge Investments, L.P. | 25 | 1 | 0.00% | 0.10% | 0.40% | Q3 2015 | Q3 2023 | 29 |
BAR HARBOR WEALTH MANAGEMENT | 28 | 1 | 0.02% | 0.10% | 0.18% | Q1 2014 | Q3 2023 | 29 |
STEPHENS INC /AR/ | 29 | 29 | 0.01% | 0.08% | 0.17% | Q3 2016 | Q3 2023 | 29 |
Notis-McConarty Edward | 29 | 29 | 0.44% | 2.23% | 3.17% | Q3 2016 | Q3 2023 | 29 |
MACKENZIE FINANCIAL CORP | 19 | 1 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 29 |
Dempze Nancy E | 29 | 29 | 0.42% | 2.87% | 4.13% | Q3 2016 | Q3 2023 | 29 |
Asset Management Group, Inc. | 28 | 1 | 0.09% | 0.12% | 0.16% | Q2 2015 | Q3 2023 | 29 |
ProVise Management Group, LLC | 29 | 29 | 0.04% | 0.74% | 1.03% | Q3 2016 | Q3 2023 | 29 |
SVA Wealth Management, LLC | 29 | 29 | 0.14% | 0.19% | 0.29% | Q4 2013 | Q4 2020 | 29 |
Cowen Prime Services LLC | 23 | 6 | 0.08% | 0.53% | 0.72% | Q2 2013 | Q2 2021 | 29 |
COLDSTREAM CAPITAL MANAGEMENT INC | 22 | 3 | 0.14% | 0.24% | 0.48% | Q3 2015 | Q3 2023 | 29 |
SOMERVILLE KURT F | 29 | 29 | 0.26% | 2.67% | 4.05% | Q3 2016 | Q3 2023 | 29 |
Hemenway Trust Co LLC | 29 | 29 | 0.73% | 3.10% | 4.06% | Q3 2016 | Q3 2023 | 29 |
Page Arthur B | 29 | 29 | 0.38% | 2.88% | 4.33% | Q3 2016 | Q3 2023 | 29 |
Baystate Wealth Management LLC | 27 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 26 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 28 |
DUPONT CAPITAL MANAGEMENT CORP | 28 | 28 | 0.02% | 0.39% | 0.85% | Q4 2016 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 28 |
SALEM INVESTMENT COUNSELORS INC | 19 | 9 | 0.00% | 0.04% | 1.03% | Q3 2016 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.09% | 0.14% | 0.19% | Q2 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q4 2022 | 28 |
MARATHON ASSET MANAGEMENT LLP | 19 | 4 | 0.82% | 1.30% | 2.82% | Q2 2013 | Q2 2021 | 28 |
Point72 Asset Management, L.P. | 14 | 1 | 0.00% | 0.32% | 0.94% | Q1 2015 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.07% | 0.14% | 0.24% | Q4 2016 | Q3 2023 | 28 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 27 | 1 | 0.00% | 0.05% | 0.07% | Q2 2010 | Q3 2023 | 28 |
Norway Savings Bank | 28 | 28 | 0.02% | 0.35% | 1.25% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.02% | 0.06% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Cetera Investment Advisers | 28 | 28 | 0.00% | 0.10% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.03% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 28 |
LAZARD ASSET MANAGEMENT LLC | 23 | 1 | 0.00% | 1.29% | 1.98% | Q2 2014 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
NewEdge Advisors, LLC | 28 | 28 | 0.06% | 0.24% | 0.85% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.03% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 28 |
WADDELL & REED FINANCIAL INC | 19 | 9 | 0.02% | 0.26% | 0.57% | Q2 2013 | Q1 2021 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.13% | 0.18% | 0.29% | Q4 2016 | Q3 2023 | 28 |
Kingsview Wealth Management, LLC | 17 | 6 | 0.00% | 0.43% | 0.78% | Q4 2017 | Q3 2023 | 28 |
Findlay Park Partners LLP | 20 | 8 | 0.44% | 1.23% | 2.95% | Q2 2013 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.06% | 0.09% | 0.19% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.04% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 28 |
North Star Investment Management Corp. | 28 | 28 | 0.03% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 28 |
KING LUTHER CAPITAL MANAGEMENT CORP | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Tredje AP-fonden | 28 | 28 | 0.01% | 0.32% | 0.82% | Q4 2016 | Q3 2023 | 28 |
Allworth Financial LP | 27 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 28 |
WOODSTOCK CORP | 28 | 28 | 0.11% | 0.34% | 0.50% | Q1 2017 | Q4 2023 | 28 |
CINCINNATI INSURANCE CO | 27 | 27 | 1.09% | 1.64% | 2.23% | Q1 2017 | Q3 2023 | 27 |
SNYDER CAPITAL MANAGEMENT L P | 27 | 27 | 0.10% | 0.46% | 1.24% | Q1 2017 | Q3 2023 | 27 |
Lido Advisors, LLC | 27 | 27 | 0.00% | 0.86% | 4.42% | Q1 2017 | Q3 2023 | 27 |
DUNCKER STREETT & CO INC | 14 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 27 |
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 27 | 27 | 1.31% | 1.67% | 2.26% | Q1 2017 | Q3 2023 | 27 |
PEOPLES FINANCIAL SERVICES CORP. | 27 | 27 | 0.35% | 0.64% | 0.94% | Q1 2017 | Q3 2023 | 27 |
Barbara Oil Co. | 27 | 27 | 0.46% | 0.59% | 0.80% | Q1 2017 | Q3 2023 | 27 |
STEWART & PATTEN CO LLC | 27 | 27 | 0.04% | 0.06% | 0.09% | Q1 2017 | Q3 2023 | 27 |
Boston Partners | 15 | 6 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 27 |
D L CARLSON INVESTMENT GROUP INC | 27 | 27 | 0.04% | 0.09% | 0.18% | Q1 2017 | Q3 2023 | 27 |
FIL Ltd | 24 | 1 | 0.00% | 0.19% | 0.45% | Q2 2013 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.15% | 0.22% | 0.30% | Q1 2017 | Q3 2023 | 27 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.08% | 0.14% | 0.39% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 27 |
CADENCE CAPITAL MANAGEMENT LLC | 24 | 3 | 0.06% | 0.21% | 0.45% | Q2 2013 | Q3 2020 | 27 |
Cerity Partners LLC | 27 | 27 | 0.05% | 0.15% | 0.30% | Q1 2017 | Q3 2023 | 27 |
JENNISON ASSOCIATES LLC | 27 | 27 | 0.02% | 0.11% | 0.26% | Q3 2013 | Q1 2020 | 27 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 27 | 27 | 0.54% | 1.11% | 1.58% | Q1 2017 | Q3 2023 | 27 |
NORTH STAR ASSET MANAGEMENT INC | 27 | 27 | 0.02% | 0.61% | 1.22% | Q1 2017 | Q3 2023 | 27 |
Janney Montgomery Scott LLC | 18 | 1 | 0.00% | 0.08% | 0.13% | Q1 2014 | Q3 2023 | 27 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.07% | 0.28% | Q2 2014 | Q2 2023 | 27 |
INTACT INVESTMENT MANAGEMENT INC. | 12 | 5 | 0.01% | 0.15% | 0.34% | Q1 2014 | Q2 2023 | 27 |
OAKBROOK INVESTMENTS LLC | 27 | 27 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q4 2019 | 27 |
Glassman Wealth Services | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
COLONY GROUP LLC | 18 | 1 | 0.01% | 0.12% | 0.86% | Q1 2014 | Q3 2023 | 27 |
Stratos Wealth Partners, LTD. | 20 | 3 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 27 |
L. Roy Papp & Associates, LLP | 27 | 27 | 0.21% | 0.84% | 1.20% | Q1 2017 | Q3 2023 | 27 |
BURKE & HERBERT BANK & TRUST CO | 27 | 27 | 0.20% | 0.31% | 0.49% | Q4 2016 | Q2 2023 | 27 |
Smithfield Trust Co | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
SevenBridge Financial Group, LLC | 14 | 13 | 0.00% | 0.33% | 0.71% | Q2 2016 | Q3 2023 | 27 |
REGIONS FINANCIAL CORP | 27 | 27 | 0.01% | 0.03% | 0.11% | Q1 2017 | Q3 2023 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 27 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2019 | 27 |
CINCINNATI FINANCIAL CORP | 27 | 27 | 1.50% | 1.71% | 2.13% | Q1 2017 | Q3 2023 | 27 |
Atria Investments, Inc | 27 | 27 | 0.01% | 0.08% | 0.15% | Q1 2017 | Q3 2023 | 27 |
CINCINNATI CASUALTY CO | 27 | 27 | 0.58% | 0.77% | 1.03% | Q1 2017 | Q3 2023 | 27 |
ASSOCIATED BANC-CORP | 26 | 26 | 0.10% | 0.45% | 1.23% | Q2 2017 | Q3 2023 | 26 |
CAMBRIDGE TRUST CO | 19 | 7 | 0.01% | 0.02% | 0.16% | Q1 2017 | Q3 2023 | 26 |
TEXAS CAPITAL BANCSHARES INC/TX | 26 | 26 | 0.22% | 0.48% | 0.77% | Q2 2017 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.02% | 0.12% | 0.23% | Q2 2013 | Q3 2019 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.03% | 0.15% | Q2 2013 | Q3 2019 | 26 |
MADISON INVESTMENT HOLDINGS INC | 26 | 26 | 0.01% | 0.26% | 1.03% | Q2 2013 | Q3 2019 | 26 |
CITIZENS FINANCIAL GROUP INC/RI | 26 | 26 | 0.01% | 0.17% | 0.61% | Q1 2017 | Q2 2023 | 26 |
NBW CAPITAL LLC | 26 | 26 | 0.79% | 1.50% | 2.14% | Q2 2017 | Q3 2023 | 26 |
First Allied Advisory Services, Inc. | 25 | 1 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q3 2020 | 26 |
CAPTRUST FINANCIAL ADVISORS | 26 | 26 | 0.00% | 0.04% | 0.12% | Q2 2017 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.02% | 0.05% | 0.11% | Q3 2013 | Q1 2020 | 26 |
JOHNSON INVESTMENT COUNSEL INC | 16 | 1 | 0.01% | 0.68% | 1.33% | Q2 2013 | Q3 2023 | 26 |
Cannell & Co. | 15 | 5 | 0.04% | 1.60% | 3.02% | Q3 2014 | Q3 2023 | 26 |
Wellington Shields Capital Management, LLC | 25 | 1 | 0.03% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 26 |
Anchor Investment Management, LLC | 26 | 26 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q4 2023 | 26 |
RIVERBRIDGE PARTNERS LLC | 26 | 26 | 0.46% | 0.93% | 1.39% | Q2 2017 | Q3 2023 | 26 |
Connor, Clark & Lunn Investment Management Ltd. | 21 | 1 | 0.00% | 0.02% | 0.12% | Q3 2015 | Q4 2022 | 26 |
MML INVESTORS SERVICES, LLC | 24 | 2 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 26 |
CARRET ASSET MANAGEMENT, LLC | 26 | 26 | 0.17% | 0.22% | 0.30% | Q2 2017 | Q3 2023 | 26 |
Community Bank, N.A. | 18 | 2 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q4 2022 | 26 |
B. Riley Wealth Advisors, Inc. | 24 | 1 | 0.00% | 0.05% | 0.11% | Q4 2014 | Q3 2023 | 26 |
REIK & CO., LLC | 26 | 26 | 0.08% | 0.15% | 0.24% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.09% | 0.29% | 0.43% | Q3 2016 | Q3 2023 | 26 |
Pineno Levin & Ford Asset Management, Inc. | 20 | 6 | 0.10% | 0.23% | 0.36% | Q1 2014 | Q4 2021 | 26 |
Capital Analysts, LLC | 26 | 26 | 0.09% | 0.14% | 0.19% | Q2 2017 | Q3 2023 | 26 |
Employees Retirement System of Texas | 25 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2022 | 26 |
QUEST INVESTMENT MANAGEMENT LLC | 26 | 26 | 0.32% | 1.09% | 1.96% | Q2 2017 | Q3 2023 | 26 |
Moors & Cabot, Inc. | 25 | 25 | 0.00% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 26 |
TCI Wealth Advisors, Inc. | 25 | 25 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2019 | 25 |
Richard C. Young & CO., LTD. | 25 | 25 | 0.07% | 1.32% | 1.78% | Q3 2017 | Q3 2023 | 25 |
ONTARIO TEACHERS PENSION PLAN BOARD | 13 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2023 | 25 |
Garrison Asset Management, LLC | 25 | 25 | 0.19% | 0.39% | 0.50% | Q3 2017 | Q3 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.14% | 0.19% | 0.31% | Q2 2013 | Q2 2019 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.09% | 0.14% | 0.20% | Q4 2016 | Q4 2022 | 25 |
PINNACLE ASSOCIATES LTD | 25 | 25 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Sharkey, Howes & Javer | 25 | 25 | 0.18% | 0.30% | 0.40% | Q3 2017 | Q3 2023 | 25 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 25 | 25 | 0.08% | 0.21% | 0.32% | Q3 2017 | Q3 2023 | 25 |
Robeco Schweiz AG | 25 | 25 | 0.13% | 1.82% | 3.19% | Q3 2017 | Q3 2023 | 25 |
WASHINGTON TRUST BANK | 12 | 1 | 0.00% | 0.03% | 0.18% | Q1 2014 | Q3 2023 | 25 |
Dana Investment Advisors, Inc. | 25 | 25 | 0.07% | 0.40% | 1.48% | Q3 2017 | Q3 2023 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.04% | 0.15% | 0.26% | Q3 2017 | Q3 2023 | 25 |
MASSMUTUAL TRUST CO FSB/ADV | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2023 | 25 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 25 | 25 | 0.11% | 0.27% | 0.52% | Q1 2017 | Q1 2023 | 25 |
SHELL ASSET MANAGEMENT CO | 23 | 2 | 0.02% | 0.09% | 0.20% | Q3 2016 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.00% | 0.01% | 0.09% | Q1 2016 | Q1 2023 | 25 |
Morse Asset Management, Inc | 25 | 25 | 0.22% | 0.46% | 1.29% | Q2 2017 | Q2 2023 | 25 |
PATHSTONE FAMILY OFFICE, LLC | 20 | 2 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 25 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.09% | 0.31% | Q4 2013 | Q4 2022 | 25 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.00% | 0.05% | 0.36% | Q3 2014 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 25 |
Patriot Financial Group Insurance Agency, LLC | 16 | 3 | 0.00% | 0.14% | 0.33% | Q4 2016 | Q3 2023 | 25 |
THOMPSON SIEGEL & WALMSLEY LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 25 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 25 | 25 | 0.02% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.01% | 0.20% | Q3 2017 | Q3 2023 | 25 |
Dynamic Advisor Solutions LLC | 23 | 23 | 0.00% | 0.09% | 0.17% | Q1 2018 | Q3 2023 | 25 |
Boston Common Asset Management, LLC | 25 | 25 | 0.11% | 0.42% | 1.05% | Q3 2017 | Q3 2023 | 25 |
BerganKDV Wealth Management, LLC | 25 | 25 | 0.01% | 0.12% | 0.34% | Q2 2017 | Q2 2023 | 25 |
DAVENPORT & Co LLC | 25 | 25 | 0.01% | 0.07% | 0.47% | Q3 2017 | Q3 2023 | 25 |
Cornerstone Advisors, Inc. | 25 | 25 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q2 2019 | 25 |
TIAA, FSB | 25 | 25 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q2 2023 | 25 |
Baker Chad R | 25 | 25 | 1.39% | 2.90% | 4.02% | Q3 2017 | Q3 2023 | 25 |
AllSquare Wealth Management LLC | 25 | 25 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 25 |
BEACON FINANCIAL GROUP | 25 | 25 | 0.12% | 0.16% | 0.20% | Q3 2017 | Q3 2023 | 25 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19 | 6 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.30% | 0.86% | Q3 2017 | Q3 2023 | 25 |
INTEGRAL DERIVATIVES, LLC | 15 | 2 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q1 2018 | 25 |
Archford Capital Strategies, LLC | 22 | 1 | 0.00% | 0.11% | 0.22% | Q1 2017 | Q3 2023 | 25 |
PARSONS CAPITAL MANAGEMENT INC/RI | 25 | 25 | 0.03% | 0.08% | 0.19% | Q3 2017 | Q3 2023 | 25 |
NICHOLAS COMPANY, INC. | 25 | 25 | 0.10% | 0.19% | 0.27% | Q3 2017 | Q3 2023 | 25 |
Argent Trust Co | 25 | 25 | 0.05% | 0.13% | 0.19% | Q3 2017 | Q3 2023 | 25 |
Sigma Planning Corp | 25 | 25 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2019 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
ALLSTATE CORP | 20 | 4 | 0.02% | 0.08% | 0.21% | Q1 2014 | Q3 2023 | 24 |
TIRSCHWELL & LOEWY INC | 24 | 24 | 2.78% | 3.67% | 4.68% | Q2 2013 | Q1 2019 | 24 |
Wealth Advisors of Tampa Bay, LLC | 24 | 24 | 1.52% | 2.35% | 3.20% | Q4 2017 | Q3 2023 | 24 |
UNITED FIRE GROUP INC | 24 | 24 | 0.03% | 0.05% | 0.09% | Q1 2017 | Q4 2022 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.06% | 0.11% | 0.18% | Q4 2017 | Q3 2023 | 24 |
NEXT Financial Group, Inc | 13 | 2 | 0.00% | 0.05% | 0.17% | Q2 2014 | Q4 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Clean Yield Group | 10 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.11% | 0.14% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Sawyer & Company, Inc | 24 | 24 | 0.00% | 0.30% | 0.86% | Q4 2017 | Q3 2023 | 24 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Treasurer of the State of North Carolina | 24 | 24 | 0.08% | 0.19% | 0.58% | Q4 2017 | Q3 2023 | 24 |
Boston Trust Walden Corp | 17 | 7 | 0.00% | 0.25% | 0.59% | Q4 2016 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.09% | 0.21% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Winslow, Evans & Crocker, Inc. | 24 | 24 | 0.00% | 0.02% | 0.23% | Q4 2013 | Q3 2019 | 24 |
Brinker Capital Investments, LLC | 14 | 10 | 0.00% | 0.03% | 0.12% | Q3 2016 | Q4 2022 | 24 |
Advisors Capital Management, LLC | 9 | 7 | 0.01% | 0.30% | 0.92% | Q1 2016 | Q2 2023 | 24 |
TAURUS ASSET MANAGEMENT, LLC | 12 | 12 | 0.03% | 0.58% | 2.35% | Q2 2017 | Q3 2023 | 24 |
GREENLEAF TRUST | 22 | 2 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 24 |
Avestar Capital, LLC | 24 | 24 | 0.06% | 0.11% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Gemmer Asset Management LLC | 22 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 24 |
Heritage Trust Co | 16 | 8 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q3 2023 | 24 |
TCW GROUP INC | 16 | 8 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q4 2020 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.11% | 0.23% | 0.54% | Q4 2017 | Q3 2023 | 24 |
NEVILLE RODIE & SHAW INC | 23 | 1 | 0.04% | 0.05% | 0.09% | Q4 2017 | Q4 2023 | 24 |
Proficio Capital Partners LLC | 15 | 9 | 0.00% | 0.20% | 0.60% | Q4 2015 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
RMB Capital Management, LLC | 24 | 24 | 0.03% | 0.40% | 0.72% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.11% | 0.14% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Sequoia Financial Advisors, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
PROFESSIONAL ADVISORY SERVICES INC | 24 | 24 | 2.28% | 2.74% | 4.04% | Q4 2017 | Q3 2023 | 24 |
McCollum Christoferson Group LLC | 24 | 24 | 1.28% | 1.73% | 2.59% | Q4 2017 | Q3 2023 | 24 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.10% | 0.27% | Q1 2018 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2018 | 23 |
FACTORY MUTUAL INSURANCE CO | 23 | 23 | 0.08% | 0.45% | 0.66% | Q2 2013 | Q4 2018 | 23 |
Clearstead Advisors, LLC | 23 | 23 | 0.04% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Centiva Capital, LP | 4 | 1 | 0.00% | 0.06% | 0.31% | Q2 2018 | Q3 2023 | 23 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.16% | 0.39% | Q2 2013 | Q4 2021 | 23 |
ST GERMAIN D J CO INC | 20 | 3 | 0.00% | 0.05% | 0.06% | Q1 2018 | Q4 2023 | 23 |
Alexandria Capital, LLC | 19 | 4 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q3 2021 | 23 |
INVESTMENT PARTNERS, LTD. | 20 | 3 | 0.17% | 0.22% | 0.29% | Q4 2017 | Q3 2023 | 23 |
RBF Capital, LLC | 14 | 4 | 0.02% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 23 |
Dorsey & Whitney Trust CO LLC | 22 | 1 | 0.03% | 0.06% | 0.12% | Q3 2017 | Q3 2023 | 23 |
Valeo Financial Advisors, LLC | 15 | 3 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.12% | 0.16% | 0.23% | Q1 2018 | Q3 2023 | 23 |
AMF Tjanstepension AB | 15 | 4 | 0.02% | 0.28% | 1.76% | Q4 2016 | Q3 2023 | 23 |
Ardevora Asset Management LLP | 12 | 11 | 0.68% | 0.83% | 1.00% | Q2 2017 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.04% | 0.32% | 0.66% | Q1 2018 | Q3 2023 | 23 |
Quantitative Investment Management, LLC | 4 | 1 | 0.05% | 0.22% | 0.78% | Q4 2013 | Q4 2022 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2018 | 23 |
Bray Capital Advisors | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
PLATINUM INVESTMENT MANAGEMENT LTD | 23 | 23 | 0.01% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Avior Wealth Management, LLC | 18 | 5 | 0.00% | 0.02% | 0.13% | Q4 2017 | Q3 2023 | 23 |
FIRST FOUNDATION ADVISORS | 23 | 23 | 0.04% | 0.10% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Inspire Investing, LLC | 23 | 23 | 0.13% | 0.75% | 1.57% | Q4 2017 | Q2 2023 | 23 |
Sonora Investment Management, LLC | 8 | 7 | 0.01% | 0.01% | 0.05% | Q3 2015 | Q3 2021 | 23 |
Nan Shan Life Insurance Co., Ltd. | 14 | 1 | 0.03% | 1.22% | 3.32% | Q1 2014 | Q3 2023 | 23 |
NN Investment Partners Holdings N.V. | 21 | 2 | 0.00% | 0.05% | 0.13% | Q1 2016 | Q4 2021 | 23 |
JFS WEALTH ADVISORS, LLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 23 |
MARSHWINDS ADVISORY CO | 23 | 23 | 0.50% | 0.67% | 0.79% | Q2 2013 | Q4 2018 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.10% | 0.18% | 0.32% | Q1 2018 | Q3 2023 | 23 |
Schonfeld Strategic Advisors LLC | 19 | 1 | 0.01% | 0.13% | 0.52% | Q4 2016 | Q3 2023 | 23 |
Diversified Trust Co | 23 | 23 | 0.03% | 0.23% | 0.28% | Q2 2018 | Q4 2023 | 23 |
Compagnie Lombard Odier SCmA | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 23 |
SpiderRock Advisors, LLC | 17 | 3 | 0.00% | 0.09% | 0.32% | Q1 2017 | Q3 2023 | 23 |
Dundas Partners LLP | 23 | 23 | 2.90% | 3.57% | 4.31% | Q1 2018 | Q3 2023 | 23 |
AGF Investments America Inc. | 23 | 23 | 1.60% | 2.32% | 4.97% | Q1 2017 | Q3 2022 | 23 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 22 | 22 | 3.16% | 5.51% | 7.67% | Q2 2018 | Q3 2023 | 22 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 10 | 3 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 22 |
Pendal Group Ltd | 22 | 22 | 0.04% | 0.18% | 0.33% | Q3 2017 | Q4 2022 | 22 |
Man Group plc | 22 | 22 | 0.00% | 0.09% | 0.33% | Q2 2018 | Q3 2023 | 22 |
HoyleCohen, LLC | 22 | 22 | 0.14% | 0.20% | 0.27% | Q2 2018 | Q3 2023 | 22 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2018 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
CI INVESTMENTS INC. | 22 | 22 | 0.00% | 0.33% | 0.80% | Q2 2018 | Q3 2023 | 22 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 1 | 0.06% | 0.08% | 0.10% | Q3 2016 | Q3 2023 | 22 |
TEACHERS ADVISORS, LLC | 22 | 22 | 0.03% | 0.07% | 0.10% | Q4 2013 | Q1 2019 | 22 |
Hudock, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 22 |
STOCK YARDS BANK & TRUST CO | 22 | 22 | 0.79% | 1.07% | 1.34% | Q2 2018 | Q3 2023 | 22 |
JGP Wealth Management, LLC | 22 | 22 | 0.92% | 1.47% | 2.30% | Q2 2018 | Q3 2023 | 22 |
Grove Bank & Trust | 14 | 4 | 0.04% | 0.07% | 0.08% | Q1 2017 | Q3 2023 | 22 |
GENERATION INVESTMENT MANAGEMENT LLP | 22 | 22 | 1.76% | 3.94% | 7.78% | Q2 2018 | Q3 2023 | 22 |
THOMAS WHITE INTERNATIONAL LTD | 22 | 22 | 0.12% | 0.15% | 0.19% | Q1 2018 | Q2 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.04% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Glenview Trust Co | 21 | 1 | 0.08% | 0.41% | 0.62% | Q1 2018 | Q3 2023 | 22 |
Gifford Fong Associates | 22 | 22 | 0.12% | 0.14% | 0.21% | Q2 2018 | Q3 2023 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 1.41% | 1.82% | 2.29% | Q2 2018 | Q3 2023 | 22 |
LCNB CORP | 22 | 22 | 0.22% | 0.27% | 0.32% | Q2 2018 | Q3 2023 | 22 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.03% | 0.05% | 0.09% | Q4 2013 | Q1 2019 | 22 |
LATHROP INVESTMENT MANAGEMENT CORP | 22 | 22 | 1.33% | 3.28% | 4.00% | Q2 2018 | Q3 2023 | 22 |
Eliot Finkel Investment Counsel, LLC | 22 | 22 | 1.18% | 1.74% | 2.23% | Q2 2018 | Q3 2023 | 22 |
1832 Asset Management L.P. | 10 | 1 | 0.00% | 0.02% | 0.22% | Q4 2016 | Q3 2023 | 21 |
WRAPMANAGER INC | 19 | 2 | 0.08% | 0.11% | 0.15% | Q2 2018 | Q3 2023 | 21 |
Slow Capital, Inc. | 19 | 2 | 0.22% | 0.63% | 2.03% | Q4 2017 | Q3 2023 | 21 |
CX Institutional | 20 | 1 | 0.02% | 0.04% | 0.17% | Q2 2018 | Q3 2023 | 21 |
AlphaMark Advisors, LLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2020 | 21 |
GAM Holding AG | 17 | 4 | 0.02% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.10% | 0.13% | 0.19% | Q2 2013 | Q2 2018 | 21 |
NATIXIS | 10 | 1 | 0.00% | 0.10% | 0.44% | Q2 2013 | Q2 2023 | 21 |
EXANE DERIVATIVES | 7 | 1 | 0.00% | 0.17% | 0.45% | Q1 2016 | Q1 2022 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.05% | 0.08% | 0.18% | Q2 2013 | Q2 2018 | 21 |
TIVERTON ASSET MANAGEMENT LLC | 13 | 8 | 0.03% | 0.35% | 0.76% | Q2 2013 | Q3 2019 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.04% | 0.37% | 0.95% | Q2 2013 | Q2 2018 | 21 |
Asset Dedication, LLC | 16 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 21 |
Integrated Investment Consultants, LLC | 14 | 1 | 0.03% | 0.11% | 0.14% | Q2 2017 | Q3 2023 | 21 |
ALPS ADVISORS INC | 11 | 4 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 21 |
Cincinnati Specialty Underwriters Insurance CO | 21 | 21 | 1.92% | 2.35% | 2.93% | Q3 2018 | Q3 2023 | 21 |
Balentine LLC | 9 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
OPTIMUM INVESTMENT ADVISORS | 21 | 21 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q1 2023 | 21 |
REILLY FINANCIAL ADVISORS, LLC | 20 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 21 |
Jacobi Capital Management LLC | 17 | 1 | 0.01% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 21 |
RWA WEALTH PARTNERS, LLC | 19 | 2 | 0.01% | 0.08% | 0.12% | Q1 2018 | Q3 2023 | 21 |
Capital Advisors, Ltd. LLC | 21 | 21 | 0.02% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.00% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 21 |
BRISTOL JOHN W & CO INC /NY/ | 14 | 7 | 0.01% | 1.74% | 2.71% | Q2 2013 | Q3 2023 | 21 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 4 | 0.06% | 0.28% | 0.76% | Q2 2013 | Q2 2021 | 21 |
McGuire Investment Group, LLC | 21 | 21 | 2.59% | 3.08% | 3.63% | Q3 2018 | Q3 2023 | 21 |
OppenheimerFunds, Inc. | 14 | 7 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q1 2019 | 21 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.00% | 0.08% | 0.45% | Q2 2014 | Q3 2023 | 21 |
Farmers & Merchants Trust Co of Chambersburg PA | 17 | 4 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
Sound Income Strategies, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 21 |
Scott & Selber, Inc. | 11 | 10 | 0.39% | 0.82% | 1.34% | Q4 2016 | Q3 2023 | 21 |
Horan Securities, Inc. | 8 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2022 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q3 2020 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 20 |
Delaney Dennis R | 15 | 5 | 0.45% | 2.13% | 3.54% | Q4 2016 | Q3 2023 | 20 |
PFG Advisors | 20 | 20 | 0.20% | 0.25% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Grantham, Mayo, Van Otterloo & Co. LLC | 17 | 1 | 0.00% | 0.23% | 0.42% | Q1 2014 | Q2 2023 | 20 |
FORT, L.P. | 17 | 3 | 0.03% | 0.37% | 0.67% | Q2 2018 | Q3 2023 | 20 |
SIRIOS CAPITAL MANAGEMENT L P | 13 | 1 | 0.20% | 2.81% | 4.89% | Q1 2018 | Q3 2023 | 20 |
KMG FIDUCIARY PARTNERS, LLC | 20 | 20 | 0.08% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 20 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 11 | 9 | 0.01% | 0.20% | 0.45% | Q3 2016 | Q2 2022 | 20 |
MARINO, STRAM & ASSOCIATES LLC | 14 | 6 | 0.06% | 0.11% | 0.13% | Q4 2017 | Q3 2023 | 20 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 20 | 20 | 0.01% | 0.24% | 1.03% | Q1 2015 | Q4 2019 | 20 |
OSSIAM | 20 | 20 | 0.00% | 0.06% | 0.45% | Q4 2018 | Q3 2023 | 20 |
Harrington Investments, INC | 11 | 4 | 0.12% | 0.22% | 0.33% | Q4 2017 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.09% | 0.11% | 0.15% | Q2 2013 | Q1 2018 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Weitz Investment Management | 20 | 20 | 0.95% | 1.68% | 2.73% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Windsor Wealth Management, Inc. | 18 | 2 | 0.04% | 0.27% | 0.40% | Q4 2017 | Q2 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.03% | 0.10% | 0.24% | Q4 2017 | Q3 2022 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.03% | 0.04% | 0.06% | Q1 2013 | Q4 2017 | 20 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 14 | 6 | 0.02% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 20 |
Hurlow Wealth Management Group, Inc. | 20 | 20 | 0.21% | 0.37% | 0.50% | Q4 2018 | Q3 2023 | 20 |
Simplicity Solutions, LLC | 17 | 1 | 0.01% | 0.07% | 0.18% | Q4 2015 | Q3 2023 | 20 |
Totem Point Management, LLC | 20 | 20 | 4.05% | 9.69% | 15.48% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Financial Advisors, LLC | 20 | 20 | 0.23% | 0.31% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.03% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 20 |
DAGCO, INC. | 20 | 20 | 0.18% | 1.11% | 1.59% | Q4 2018 | Q3 2023 | 20 |
Miracle Mile Advisors, LLC | 20 | 20 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Capula Management Ltd | 5 | 3 | 0.00% | 0.04% | 0.16% | Q1 2021 | Q3 2023 | 20 |
Frontier Wealth Management LLC | 11 | 4 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q2 2022 | 20 |
HOWE & RUSLING INC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.15% | 0.19% | 0.23% | Q4 2018 | Q3 2023 | 20 |
MEEDER ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.12% | 1.20% | Q1 2016 | Q3 2023 | 20 |
Lombard Odier Asset Management (Europe) Ltd | 20 | 20 | 0.01% | 0.26% | 1.32% | Q2 2016 | Q1 2021 | 20 |
Krane Funds Advisors LLC | 18 | 2 | 0.02% | 0.17% | 0.62% | Q1 2018 | Q2 2023 | 20 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q1 2022 | 19 |
Mariner, LLC | 13 | 1 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 19 |
Fieldpoint Private Securities, LLC | 12 | 7 | 0.01% | 0.05% | 0.07% | Q1 2017 | Q2 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.03% | 0.07% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Trust Co | 17 | 2 | 0.00% | 0.01% | 0.10% | Q2 2017 | Q3 2023 | 19 |
AMICA MUTUAL INSURANCE CO | 19 | 19 | 0.09% | 0.12% | 0.17% | Q2 2013 | Q4 2017 | 19 |
AMICA PENSION FUND BOARD OF TRUSTEES | 19 | 19 | 0.10% | 0.12% | 0.16% | Q2 2013 | Q4 2017 | 19 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 1 | 0.01% | 0.04% | 0.20% | Q2 2014 | Q1 2023 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.65% | 0.91% | 1.60% | Q2 2013 | Q4 2017 | 19 |
HYMAN CHARLES D | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Ironvine Capital Partners, LLC | 19 | 19 | 1.97% | 3.45% | 5.62% | Q1 2019 | Q3 2023 | 19 |
Harvey Partners, LLC | 19 | 19 | 2.29% | 3.61% | 6.00% | Q1 2019 | Q3 2023 | 19 |
Executive Wealth Management, LLC | 16 | 3 | 0.04% | 0.42% | 1.09% | Q4 2018 | Q3 2023 | 19 |
NWAM LLC | 10 | 1 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 19 |
HANCOCK WHITNEY CORP | 12 | 3 | 0.01% | 0.04% | 0.32% | Q2 2017 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 19 |
Bollard Group LLC | 8 | 2 | 0.00% | 0.04% | 0.17% | Q2 2017 | Q3 2023 | 19 |
Shamrock Asset Management LLC | 19 | 19 | 0.36% | 0.56% | 1.05% | Q1 2015 | Q3 2019 | 19 |
ARGUS INVESTORS' COUNSEL, INC. | 19 | 19 | 0.25% | 0.69% | 1.39% | Q1 2019 | Q3 2023 | 19 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 19 |
Good Life Advisors, LLC | 14 | 1 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q3 2023 | 19 |
MISSION WEALTH MANAGEMENT, LP | 14 | 1 | 0.02% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 19 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 10 | 2 | 0.01% | 0.18% | 0.91% | Q2 2013 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Lantz Financial LLC | 19 | 19 | 0.52% | 0.71% | 0.96% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Independent Advisor Alliance | 18 | 18 | 0.00% | 0.09% | 0.18% | Q2 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.08% | 0.36% | Q3 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q2 2022 | 19 |
Kovitz Investment Group Partners, LLC | 12 | 1 | 0.01% | 1.41% | 2.17% | Q1 2018 | Q3 2023 | 19 |
WINTON GROUP Ltd | 12 | 1 | 0.03% | 0.21% | 0.42% | Q2 2014 | Q1 2023 | 19 |
Achmea Investment Management B.V. | 8 | 4 | 0.03% | 0.11% | 0.29% | Q1 2017 | Q3 2023 | 19 |
Bridgewater Associates | 6 | 1 | 0.00% | 0.06% | 0.25% | Q3 2013 | Q1 2022 | 19 |
USA FINANCIAL FORMULAS | 7 | 1 | 0.00% | 0.75% | 1.97% | Q2 2015 | Q3 2023 | 19 |
TWIN CAPITAL MANAGEMENT INC | 10 | 1 | 0.03% | 0.23% | 0.53% | Q1 2014 | Q3 2023 | 19 |
McIlrath & Eck, LLC | 13 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 19 |
Ascension Asset Management LLC | 10 | 1 | 1.52% | 1.77% | 1.98% | Q4 2017 | Q2 2023 | 19 |
Rehmann Capital Advisory Group | 12 | 7 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 19 |
CAAS CAPITAL MANAGEMENT LP | 8 | 2 | 0.00% | 0.13% | 0.65% | Q3 2020 | Q3 2023 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q4 2019 | 18 |
Freestone Capital Holdings, LLC | 13 | 5 | 0.00% | 0.06% | 0.28% | Q1 2016 | Q3 2022 | 18 |
Clarius Group, LLC | 18 | 18 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
DELTA ASSET MANAGEMENT LLC/TN | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Realta Investment Advisors | 14 | 4 | 0.04% | 0.12% | 0.20% | Q1 2019 | Q3 2023 | 18 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 12 | 6 | 0.04% | 0.24% | 0.60% | Q1 2017 | Q3 2023 | 18 |
GEORGE KAISER FAMILY FOUNDATION | 18 | 18 | 0.20% | 0.33% | 0.46% | Q2 2019 | Q3 2023 | 18 |
Assenagon Asset Management S.A. | 9 | 1 | 0.01% | 0.22% | 1.24% | Q1 2017 | Q3 2023 | 18 |
Laffer Tengler Investments, Inc. | 10 | 8 | 0.28% | 0.52% | 0.79% | Q2 2013 | Q1 2019 | 18 |
Waldron Private Wealth LLC | 9 | 9 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 18 |
SIMON QUICK ADVISORS, LLC | 10 | 8 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q1 2022 | 18 |
Capital Investment Advisory Services, LLC | 14 | 4 | 0.01% | 0.09% | 0.19% | Q4 2018 | Q2 2023 | 18 |
PRIO WEALTH LIMITED PARTNERSHIP | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
RATIONAL ADVISORS LLC | 11 | 2 | 0.00% | 0.13% | 0.57% | Q1 2012 | Q3 2020 | 18 |
Symmetry Partners, LLC | 14 | 4 | 0.03% | 0.05% | 0.12% | Q1 2019 | Q4 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 18 | 18 | 0.04% | 1.67% | 2.22% | Q2 2019 | Q3 2023 | 18 |
Renaissance Investment Group LLC | 17 | 1 | 0.06% | 0.08% | 0.10% | Q3 2017 | Q1 2023 | 18 |
Bridge Creek Capital Management LLC | 13 | 5 | 0.13% | 0.33% | 0.48% | Q1 2019 | Q3 2023 | 18 |
EMERALD ADVISERS, LLC | 18 | 18 | 0.02% | 0.03% | 0.08% | Q3 2017 | Q4 2021 | 18 |
SP Asset Management | 18 | 18 | 1.13% | 1.43% | 1.73% | Q2 2018 | Q3 2022 | 18 |
ExodusPoint Capital Management, LP | 12 | 6 | 0.01% | 0.13% | 0.36% | Q1 2019 | Q3 2023 | 18 |
OLD SECOND NATIONAL BANK OF AURORA | 14 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 18 |
REGENTATLANTIC CAPITAL LLC | 15 | 1 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q3 2022 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.00% | 0.06% | 0.25% | Q4 2018 | Q3 2023 | 18 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 18 | 18 | 0.13% | 0.19% | 0.25% | Q2 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.08% | 0.26% | 0.33% | Q4 2018 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.04% | 0.14% | 0.19% | Q1 2019 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 18 |
First Personal Financial Services | 15 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q4 2021 | 18 |
NICOLET BANKSHARES INC | 14 | 4 | 0.09% | 0.24% | 0.47% | Q1 2019 | Q3 2023 | 18 |
Harvest Fund Management Co., Ltd | 11 | 6 | 0.00% | 0.05% | 0.14% | Q1 2019 | Q3 2023 | 17 |
Virtue Capital Management, LLC | 8 | 2 | 0.03% | 0.19% | 0.43% | Q4 2017 | Q3 2023 | 17 |
ATLAS CAPITAL ADVISORS LLC | 12 | 2 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 17 |
Polar Capital LLP | 7 | 3 | 0.02% | 0.28% | 1.06% | Q2 2013 | Q3 2020 | 17 |
Independence Bank of Kentucky | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
Centerpoint Advisors, LLC | 10 | 7 | 0.00% | 0.09% | 0.17% | Q2 2018 | Q3 2023 | 17 |
Amica Retiree Medical Trust | 17 | 17 | 0.10% | 0.13% | 0.17% | Q4 2013 | Q4 2017 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.01% | 0.05% | 0.22% | Q4 2019 | Q4 2023 | 17 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 17 | 0.17% | 0.27% | 0.38% | Q3 2019 | Q3 2023 | 17 |
FINANCIAL COUNSELORS INC | 7 | 4 | 0.01% | 0.04% | 0.14% | Q1 2017 | Q3 2023 | 17 |
Tortoise Investment Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 17 |
Nationwide Fund Advisors | 14 | 3 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2017 | 17 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 1 | 0.02% | 0.09% | 0.26% | Q4 2018 | Q1 2023 | 17 |
Koshinski Asset Management, Inc. | 11 | 1 | 0.08% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 17 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.05% | 0.24% | Q1 2019 | Q3 2023 | 17 |
FORVIS Wealth Advisors, LLC | 12 | 2 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.12% | 0.19% | 0.36% | Q2 2013 | Q2 2017 | 17 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 17 | 17 | 0.10% | 0.14% | 0.19% | Q4 2016 | Q4 2020 | 17 |
Snowden Capital Advisors LLC | 8 | 3 | 0.02% | 0.06% | 0.10% | Q3 2018 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.29% | 0.62% | Q3 2019 | Q3 2023 | 17 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 9 | 1 | 0.00% | 0.05% | 0.27% | Q2 2013 | Q1 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.01% | 0.32% | 1.03% | Q2 2013 | Q3 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
NewSquare Capital LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 17 |
SCOUT INVESTMENTS, INC. | 17 | 17 | 0.11% | 0.32% | 0.62% | Q1 2017 | Q1 2021 | 17 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2017 | 17 |
CYPRESS CAPITAL MANAGEMENT LLC | 17 | 17 | 0.14% | 0.55% | 0.93% | Q3 2018 | Q3 2022 | 17 |
SEEYOND | 17 | 17 | 0.00% | 0.05% | 0.14% | Q4 2018 | Q4 2022 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.01% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 17 |
CONNORS INVESTOR SERVICES INC | 17 | 17 | 0.05% | 0.59% | 1.25% | Q3 2019 | Q3 2023 | 17 |
Caprock Group, LLC | 14 | 3 | 0.03% | 0.07% | 0.18% | Q2 2019 | Q3 2023 | 17 |
Engineers Gate Manager LP | 4 | 1 | 0.02% | 0.12% | 0.48% | Q4 2014 | Q2 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
SUMITOMO LIFE INSURANCE CO | 11 | 6 | 0.02% | 0.15% | 0.29% | Q2 2017 | Q3 2023 | 17 |
Corient Capital Partners, LLC | 16 | 16 | 0.26% | 0.48% | 0.65% | Q4 2018 | Q3 2022 | 16 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.23% | 0.85% | Q3 2013 | Q4 2022 | 16 |
Raine Capital LLC | 16 | 16 | 0.47% | 2.65% | 12.14% | Q2 2019 | Q1 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Fayerweather Charles | 16 | 16 | 0.30% | 1.96% | 2.92% | Q3 2016 | Q2 2020 | 16 |
JACKSON SQUARE CAPITAL, LLC | 16 | 16 | 0.11% | 0.37% | 1.89% | Q4 2019 | Q3 2023 | 16 |
ZEKE CAPITAL ADVISORS, LLC | 12 | 4 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q4 2022 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.08% | 0.37% | 0.82% | Q4 2019 | Q3 2023 | 16 |
Leelyn Smith, LLC | 16 | 16 | 0.58% | 0.84% | 1.06% | Q4 2019 | Q3 2023 | 16 |
Pinkerton Retirement Specialists, LLC | 15 | 1 | 0.01% | 0.57% | 0.95% | Q4 2016 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.09% | 0.45% | 0.73% | Q4 2019 | Q3 2023 | 16 |
MACKAY SHIELDS LLC | 14 | 2 | 0.04% | 0.07% | 0.13% | Q1 2018 | Q1 2022 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.06% | 0.07% | 0.10% | Q4 2018 | Q3 2022 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.05% | 0.32% | Q2 2013 | Q1 2017 | 16 |
ROTHSCHILD INVESTMENT LLC /IL | 16 | 16 | 0.07% | 0.09% | 0.11% | Q3 2017 | Q2 2021 | 16 |
Pathway Financial Advisors LLC | 8 | 1 | 0.06% | 0.10% | 0.12% | Q4 2017 | Q3 2023 | 16 |
Qube Research & Technologies Ltd | 7 | 2 | 0.01% | 0.22% | 0.63% | Q2 2018 | Q3 2023 | 16 |
Crestline Management, LP | 10 | 1 | 0.10% | 0.63% | 1.82% | Q3 2016 | Q3 2023 | 16 |
Mattern Wealth Management LLC | 16 | 16 | 0.86% | 1.18% | 1.65% | Q4 2019 | Q3 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 1.07% | 1.23% | 1.40% | Q4 2019 | Q3 2023 | 16 |
Harel Insurance Investments & Financial Services Ltd. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 16 |
GPM Growth Investors, Inc. | 16 | 16 | 2.11% | 2.89% | 4.02% | Q4 2019 | Q3 2023 | 16 |
DF DENT & CO INC | 13 | 3 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 16 |
MOODY NATIONAL BANK TRUST DIVISION | 9 | 1 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q3 2023 | 16 |
NORTHEAST INVESTMENT MANAGEMENT | 13 | 3 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2023 | 16 |
LANSDOWNE PARTNERS (UK) LLP | 16 | 16 | 3.57% | 7.50% | 13.32% | Q4 2019 | Q3 2023 | 16 |
Gardiner Nancy B | 16 | 16 | 0.67% | 1.72% | 2.41% | Q3 2016 | Q2 2020 | 16 |
Guinness Atkinson Asset Management Inc | 16 | 16 | 0.03% | 0.16% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Oribel Capital Management, LP | 7 | 1 | 0.32% | 1.52% | 2.67% | Q4 2016 | Q3 2023 | 16 |
ABSHER WEALTH MANAGEMENT, LLC | 16 | 16 | 2.99% | 3.92% | 4.69% | Q4 2019 | Q3 2023 | 16 |
Perkins Investment Management, LLC | 16 | 16 | 0.51% | 0.86% | 1.36% | Q2 2013 | Q1 2017 | 16 |
Live Oak Private Wealth LLC | 16 | 16 | 0.15% | 0.40% | 0.74% | Q4 2019 | Q3 2023 | 16 |
Fisher Asset Management, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.98% | 1.44% | 1.68% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.12% | 0.19% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Alberta Investment Management Corp | 7 | 2 | 0.00% | 0.08% | 0.25% | Q3 2016 | Q3 2023 | 16 |
Measured Wealth Private Client Group, LLC | 13 | 1 | 0.10% | 0.16% | 0.27% | Q3 2018 | Q3 2023 | 16 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.01% | 0.06% | 0.19% | Q2 2013 | Q2 2022 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2017 | 16 |
DT Investment Partners, LLC | 16 | 16 | 0.08% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Financial Architects, Inc | 13 | 3 | 0.00% | 0.03% | 0.13% | Q4 2014 | Q2 2019 | 16 |
Vestcor Inc | 16 | 16 | 0.04% | 0.09% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.06% | 0.13% | 0.27% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.07% | 0.14% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.34% | 0.44% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Vident Investment Advisory, LLC | 14 | 2 | 0.00% | 0.13% | 0.41% | Q2 2015 | Q2 2023 | 16 |
Midwest Professional Planners, LTD. | 10 | 3 | 0.12% | 0.40% | 0.64% | Q4 2017 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.04% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
NEW ENGLAND ASSET MANAGEMENT INC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2021 | 16 |
Manning & Napier Group, LLC | 15 | 15 | 0.10% | 0.23% | 0.38% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.02% | Q3 2011 | Q3 2015 | 15 |
TCTC Holdings, LLC | 14 | 1 | 0.01% | 0.22% | 0.41% | Q4 2019 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 13 | 2 | 0.05% | 0.20% | 0.72% | Q4 2018 | Q3 2022 | 15 |
Brendel Financial Advisors LLC | 11 | 1 | 0.22% | 0.25% | 0.32% | Q4 2018 | Q1 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.11% | 0.16% | 0.20% | Q3 2016 | Q1 2020 | 15 |
RFG Advisory, LLC | 15 | 15 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
PARK AVENUE SECURITIES LLC | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Pinnacle Wealth Planning Services, Inc. | 14 | 1 | 0.07% | 0.10% | 0.13% | Q4 2019 | Q3 2023 | 15 |
CAPITAL GUARDIAN TRUST CO | 14 | 1 | 0.00% | 0.29% | 0.50% | Q3 2014 | Q2 2019 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q1 2023 | 15 |
Tidal Investments LLC | 14 | 1 | 0.02% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 15 |
Fortis Advisors, LLC | 15 | 15 | 0.03% | 0.13% | 0.16% | Q1 2020 | Q3 2023 | 15 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 0.25% | 0.36% | 0.53% | Q4 2019 | Q2 2023 | 15 |
Claro Advisors LLC | 14 | 1 | 0.09% | 0.16% | 0.25% | Q4 2018 | Q3 2023 | 15 |
CHICAGO TRUST Co NA | 12 | 3 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.03% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 15 |
MAPLELANE CAPITAL, LLC | 3 | 1 | 0.00% | 0.53% | 1.27% | Q4 2014 | Q1 2021 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q4 2016 | 15 |
Cipher Capital LP | 3 | 1 | 0.05% | 0.31% | 0.77% | Q2 2014 | Q1 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q4 2016 | 15 |
Marshall Wace North America L.P. | 7 | 1 | 0.00% | 0.17% | 0.50% | Q1 2017 | Q3 2021 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.14% | 0.19% | 0.26% | Q1 2020 | Q3 2023 | 15 |
FENIMORE ASSET MANAGEMENT INC | 15 | 15 | 0.56% | 1.57% | 2.41% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.05% | 0.12% | 0.17% | Q4 2015 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.12% | 0.53% | 1.51% | Q2 2014 | Q4 2017 | 15 |
UNIO CAPITAL LLC | 9 | 6 | 0.16% | 2.05% | 4.28% | Q4 2017 | Q3 2023 | 15 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 9 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 15 |
Teza Capital Management LLC | 6 | 1 | 0.12% | 0.47% | 1.18% | Q1 2017 | Q1 2023 | 15 |
Knowledge Leaders Capital, LLC | 14 | 1 | 0.51% | 1.10% | 3.31% | Q4 2011 | Q3 2023 | 15 |
Richard Bernstein Advisors LLC | 12 | 3 | 0.01% | 0.16% | 0.25% | Q3 2014 | Q4 2018 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
COMGEST GLOBAL INVESTORS S.A.S. | 15 | 15 | 0.10% | 1.79% | 4.25% | Q1 2020 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
OSTERWEIS CAPITAL MANAGEMENT INC | 13 | 1 | 0.00% | 1.02% | 2.40% | Q1 2017 | Q3 2023 | 15 |
Illinois Municipal Retirement Fund | 14 | 1 | 0.05% | 0.09% | 0.34% | Q4 2019 | Q3 2023 | 15 |
Virtu Financial LLC | 7 | 1 | 0.01% | 0.10% | 0.25% | Q1 2014 | Q1 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Daiwa SB Investments Ltd. | 15 | 15 | 0.31% | 2.32% | 3.13% | Q3 2015 | Q1 2019 | 15 |
Empirical Finance, LLC | 14 | 1 | 0.01% | 0.16% | 0.27% | Q4 2016 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.05% | 0.21% | 0.62% | Q1 2020 | Q3 2023 | 15 |
HONEYWELL INTERNATIONAL INC | 8 | 3 | 0.15% | 0.50% | 0.77% | Q2 2013 | Q4 2018 | 15 |
Cable Hill Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 15 |
Pratt Collard Advisory Partners LLC | 15 | 15 | 0.26% | 0.39% | 0.54% | Q4 2017 | Q2 2021 | 15 |
Dynamic Technology Lab Private Ltd | 8 | 1 | 0.03% | 0.15% | 0.48% | Q3 2015 | Q4 2022 | 15 |
Windsor Capital Management, LLC | 15 | 15 | 0.26% | 0.35% | 0.39% | Q3 2016 | Q1 2020 | 15 |
Aptus Capital Advisors, LLC | 15 | 15 | 0.10% | 0.19% | 0.37% | Q1 2020 | Q3 2023 | 15 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 15 | 15 | 0.03% | 0.12% | 0.21% | Q3 2014 | Q1 2018 | 15 |
Princeton Global Asset Management LLC | 9 | 6 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.16% | 0.35% | 0.68% | Q1 2020 | Q3 2023 | 15 |
NuWave Investment Management, LLC | 10 | 1 | 0.00% | 0.20% | 0.71% | Q4 2013 | Q4 2021 | 15 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.34% | 0.52% | 0.74% | Q1 2020 | Q3 2023 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.34% | 0.41% | 0.52% | Q4 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.04% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
MOODY LYNN & LIEBERSON, LLC | 14 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Aureus Asset Management, LLC | 14 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.04% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q4 2016 | 15 |
MONTAG & CALDWELL, LLC | 12 | 3 | 0.12% | 2.22% | 3.50% | Q2 2017 | Q4 2022 | 15 |
Joel Isaacson & Co., LLC | 11 | 4 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Gratus Capital, LLC | 12 | 1 | 0.02% | 0.08% | 0.23% | Q1 2017 | Q4 2022 | 14 |
Hunter Perkins Capital Management, LLC | 14 | 14 | 0.13% | 3.06% | 4.68% | Q2 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Rampart Investment Management Company, LLC | 11 | 3 | 0.00% | 0.10% | 0.14% | Q1 2017 | Q3 2020 | 14 |
LMR Partners LLP | 4 | 1 | 0.02% | 0.12% | 0.32% | Q2 2015 | Q1 2023 | 14 |
Catalyst Capital Advisors LLC | 12 | 2 | 0.00% | 0.01% | 0.10% | Q1 2017 | Q3 2023 | 14 |
CULLINAN ASSOCIATES INC | 9 | 1 | 0.07% | 0.29% | 0.40% | Q2 2013 | Q3 2023 | 14 |
Arkadios Wealth Advisors | 8 | 6 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.05% | 0.11% | Q4 2015 | Q1 2019 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 14 |
DEERE & CO | 14 | 14 | 0.05% | 0.06% | 0.10% | Q2 2013 | Q3 2016 | 14 |
CIDEL ASSET MANAGEMENT INC | 14 | 14 | 0.22% | 0.99% | 1.64% | Q2 2020 | Q3 2023 | 14 |
Oxbow Advisors, LLC | 14 | 14 | 0.04% | 0.15% | 0.36% | Q4 2018 | Q1 2022 | 14 |
I.G. INVESTMENT MANAGEMENT, LTD. | 10 | 4 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q4 2016 | 14 |
Summit Trail Advisors, LLC | 9 | 1 | 0.01% | 0.05% | 0.21% | Q4 2017 | Q3 2023 | 14 |
Principle Wealth Partners LLC | 12 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 14 |
Varma Mutual Pension Insurance Co | 14 | 14 | 0.02% | 0.05% | 0.14% | Q2 2020 | Q3 2023 | 14 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 14 | 14 | 0.10% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Elefante Mark B | 14 | 14 | 2.43% | 3.10% | 3.51% | Q1 2017 | Q2 2020 | 14 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 8 | 8 | 0.03% | 0.27% | 0.46% | Q1 2017 | Q4 2018 | 14 |
BANK OF THE WEST | 9 | 5 | 0.03% | 0.14% | 0.32% | Q2 2013 | Q2 2019 | 14 |
TIAA CREF TRUST CO FSB/MO | 14 | 14 | 0.06% | 0.11% | 0.15% | Q4 2013 | Q1 2017 | 14 |
Evolution Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q1 2022 | 14 |
Maytus Capital Management, LLC | 6 | 1 | 0.61% | 3.44% | 4.96% | Q4 2018 | Q2 2023 | 14 |
Capital International, Inc./CA/ | 8 | 3 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 14 |
Lee Financial Co | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 14 |
Texas Yale Capital Corp. | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.05% | 0.12% | 0.18% | Q2 2013 | Q3 2016 | 14 |
OMERS ADMINISTRATION Corp | 9 | 2 | 0.02% | 1.65% | 2.90% | Q1 2016 | Q3 2023 | 14 |
PRW Wealth Management LLC | 4 | 2 | 0.03% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 14 |
JNBA Financial Advisors | 10 | 1 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q3 2023 | 14 |
Wealth Alliance | 14 | 14 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
BB&T SECURITIES, LLC | 13 | 1 | 0.01% | 0.21% | 0.38% | Q4 2013 | Q3 2019 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2016 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.14% | 0.18% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Penobscot Investment Management Company, Inc. | 14 | 14 | 0.06% | 0.13% | 0.30% | Q2 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.04% | 0.17% | 0.31% | Q2 2020 | Q3 2023 | 14 |
Legacy Financial Advisors, Inc. | 8 | 6 | 0.00% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 14 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.18% | 0.27% | 0.46% | Q2 2020 | Q3 2023 | 14 |
Cordatus Wealth Management LLC | 10 | 1 | 0.41% | 0.84% | 1.08% | Q4 2018 | Q2 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.06% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 14 |
DOWLING & YAHNKE LLC | 14 | 14 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2022 | 14 |
Investors Research Corp | 9 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 1 | 0.00% | 0.06% | 0.28% | Q4 2019 | Q2 2023 | 13 |
Advisor OS, LLC | 13 | 13 | 0.12% | 0.26% | 0.33% | Q3 2020 | Q3 2023 | 13 |
Ellevest, Inc. | 7 | 2 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q1 2023 | 13 |
Quantitative Systematic Strategies LLC | 5 | 1 | 0.09% | 0.36% | 0.82% | Q3 2016 | Q2 2021 | 13 |
LAKE STREET ADVISORS GROUP, LLC | 11 | 2 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2021 | 13 |
INVESTMENT HOUSE LLC | 13 | 13 | 0.03% | 0.16% | 0.26% | Q3 2020 | Q3 2023 | 13 |
First American Bank | 9 | 4 | 0.06% | 0.19% | 0.38% | Q3 2018 | Q4 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
10-15 ASSOCIATES, INC. | 13 | 13 | 0.40% | 0.60% | 0.71% | Q3 2017 | Q3 2020 | 13 |
Private Wealth Partners, LLC | 13 | 13 | 0.36% | 0.64% | 0.91% | Q3 2020 | Q3 2023 | 13 |
Natixis Investment Managers International | 10 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2023 | 13 |
C-J Advisory, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
Maven Securities LTD | 5 | 1 | 0.00% | 0.07% | 0.29% | Q3 2019 | Q3 2023 | 13 |
AHL Partners LLP | 7 | 6 | 0.01% | 0.09% | 0.35% | Q3 2014 | Q4 2017 | 13 |
FORTALEZA ASSET MANAGEMENT INC/ | 8 | 5 | 0.00% | 0.71% | 1.31% | Q2 2013 | Q3 2017 | 13 |
Tower View Wealth Management LLC | 13 | 13 | 0.12% | 1.36% | 2.98% | Q3 2020 | Q3 2023 | 13 |
United Bank | 13 | 13 | 0.21% | 0.54% | 0.75% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.16% | 0.32% | Q3 2020 | Q3 2023 | 13 |
Circle Wealth Management, LLC | 13 | 13 | 0.02% | 0.09% | 0.14% | Q3 2020 | Q3 2023 | 13 |
PGGM Investments | 6 | 1 | 0.00% | 0.09% | 0.20% | Q2 2016 | Q2 2023 | 13 |
Keel Point, LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Bison Wealth, LLC | 5 | 4 | 0.13% | 0.20% | 0.33% | Q1 2019 | Q3 2023 | 13 |
Green Alpha Advisors, LLC | 13 | 13 | 0.65% | 1.00% | 1.12% | Q4 2020 | Q4 2023 | 13 |
Integrated Advisors Network LLC | 13 | 13 | 0.03% | 0.19% | 0.30% | Q3 2020 | Q3 2023 | 13 |
Ativo Capital Management LLC | 13 | 13 | 0.39% | 0.55% | 0.73% | Q2 2018 | Q2 2021 | 13 |
Capital Bank & Trust Co | 13 | 13 | 0.01% | 0.28% | 0.57% | Q2 2017 | Q2 2020 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.02% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
FIRST CITIZENS BANK & TRUST CO | 11 | 2 | 0.01% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 13 |
Coronation Fund Managers Ltd. | 12 | 1 | 0.01% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 13 |
NOVARE CAPITAL MANAGEMENT LLC | 13 | 13 | 0.04% | 0.56% | 0.85% | Q1 2018 | Q1 2021 | 13 |
SOUND SHORE MANAGEMENT INC /CT/ | 9 | 1 | 0.02% | 2.39% | 3.03% | Q3 2015 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
CITIZENS & NORTHERN CORP | 13 | 13 | 0.52% | 0.61% | 0.74% | Q3 2020 | Q3 2023 | 13 |
Blume Capital Management, Inc. | 11 | 2 | 0.05% | 0.10% | 0.13% | Q4 2014 | Q3 2023 | 13 |
DENVER INVESTMENT ADVISORS LLC | 7 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 13 |
CHARTWELL INVESTMENT PARTNERS, LLC | 9 | 1 | 0.02% | 0.06% | 0.12% | Q2 2014 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
PARADIGM ASSET MANAGEMENT CO LLC | 12 | 1 | 0.02% | 0.25% | 0.37% | Q2 2016 | Q3 2023 | 13 |
Crestwood Advisors Group, LLC | 12 | 1 | 0.01% | 0.15% | 0.20% | Q1 2017 | Q3 2023 | 13 |
CUE ADVISORY SERVICES, INC. | 13 | 13 | 0.35% | 0.38% | 0.42% | Q3 2015 | Q3 2018 | 13 |
BENJAMIN EDWARDS INC | 13 | 13 | 0.02% | 0.22% | 0.51% | Q3 2020 | Q3 2023 | 13 |
Vantage Financial Partners Ltd., Inc. | 13 | 13 | 0.16% | 0.18% | 0.21% | Q4 2017 | Q4 2020 | 13 |
CAPITAL CITY TRUST CO/FL | 12 | 1 | 0.08% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 13 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 4 | 0.04% | 0.26% | 0.50% | Q3 2019 | Q3 2023 | 13 |
Belpointe Asset Management LLC | 10 | 1 | 0.01% | 0.05% | 0.14% | Q3 2017 | Q3 2023 | 13 |
CARILLON TOWER ADVISERS, INC. | 13 | 13 | 0.02% | 0.08% | 0.14% | Q4 2017 | Q4 2020 | 13 |
First Bank & Trust | 10 | 3 | 0.04% | 0.06% | 0.06% | Q1 2020 | Q2 2023 | 13 |
Osborn Williams & Donohoe LLC | 13 | 13 | 0.02% | 0.04% | 0.04% | Q4 2016 | Q4 2019 | 13 |
AMERICAN NATIONAL BANK | 11 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.04% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.77% | 1.19% | Q4 2017 | Q4 2022 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q2 2018 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2022 | 13 |
MONETA GROUP INVESTMENT ADVISORS LLC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 12 |
EPG Wealth Management LLC | 10 | 2 | 0.04% | 0.12% | 0.24% | Q4 2019 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.18% | 0.36% | 0.53% | Q4 2020 | Q3 2023 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 1.87% | 2.43% | 3.28% | Q4 2020 | Q3 2023 | 12 |
First Pacific Financial | 12 | 12 | 0.37% | 0.48% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Inspire Advisors, LLC | 12 | 12 | 0.08% | 0.15% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.00% | 0.18% | 0.48% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.22% | 0.34% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Castellan Group | 12 | 12 | 0.74% | 1.21% | 1.56% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.13% | 0.43% | 1.30% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.18% | 0.21% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 1.01% | 1.18% | 1.48% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 1.02% | 1.33% | 1.93% | Q4 2020 | Q3 2023 | 12 |
Harbor Group, Inc. | 12 | 12 | 0.48% | 0.58% | 0.76% | Q4 2020 | Q3 2023 | 12 |
Connolly Sarah T. | 12 | 12 | 0.45% | 0.53% | 0.63% | Q4 2020 | Q3 2023 | 12 |
Legal Advantage Investments, Inc. | 12 | 12 | 0.73% | 0.86% | 1.08% | Q4 2020 | Q3 2023 | 12 |
Scott Investment Partners LLP | 12 | 12 | 0.30% | 1.43% | 3.19% | Q4 2020 | Q3 2023 | 12 |
WAYCROSS PARTNERS, LLC | 12 | 12 | 1.39% | 2.09% | 2.90% | Q4 2020 | Q3 2023 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.37% | 0.41% | 0.50% | Q4 2020 | Q3 2023 | 12 |
WRIGHT INVESTORS SERVICE INC | 4 | 2 | 0.09% | 0.18% | 0.28% | Q1 2017 | Q3 2023 | 12 |
ZACKS INVESTMENT MANAGEMENT | 8 | 4 | 0.02% | 0.07% | 0.17% | Q1 2015 | Q3 2018 | 12 |
WADE G W & INC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
DE BURLO GROUP INC | 6 | 1 | 0.01% | 0.74% | 1.79% | Q1 2017 | Q3 2022 | 12 |
HARVEST MANAGEMENT LLC | 11 | 11 | 0.26% | 0.97% | 5.58% | Q1 2021 | Q3 2023 | 12 |
M&G INVESTMENT MANAGEMENT LTD | 12 | 12 | 0.00% | 0.78% | 1.41% | Q4 2020 | Q3 2023 | 12 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.06% | 0.16% | 0.60% | Q1 2018 | Q3 2023 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.02% | 0.12% | Q4 2020 | Q3 2023 | 12 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2018 | 12 |
PIEDMONT INVESTMENT ADVISORS INC | 9 | 3 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q1 2020 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q1 2016 | 12 |
Hills Bank & Trust Co | 12 | 12 | 0.04% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Polar Asset Management Partners Inc. | 11 | 11 | 0.00% | 0.23% | 0.34% | Q3 2020 | Q1 2023 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.00% | 0.30% | 0.47% | Q4 2020 | Q3 2023 | 12 |
DEPRINCE RACE & ZOLLO INC | 7 | 5 | 0.35% | 0.77% | 1.19% | Q4 2017 | Q3 2023 | 12 |
GLG LLC | 8 | 1 | 0.04% | 0.09% | 0.19% | Q1 2014 | Q4 2017 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 11 | 1 | 0.18% | 0.45% | 0.68% | Q3 2020 | Q3 2023 | 12 |
Valmark Advisers, Inc. | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
MEITAV INVESTMENT HOUSE LTD | 11 | 1 | 0.00% | 0.07% | 0.13% | Q2 2018 | Q2 2023 | 12 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2020 | 12 |
DUDLEY & SHANLEY, INC. | 9 | 3 | 0.31% | 0.83% | 2.50% | Q3 2016 | Q3 2023 | 12 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 12 |
FIRST MIDWEST BANK TRUST DIVISION | 7 | 5 | 0.04% | 0.05% | 0.07% | Q3 2018 | Q4 2021 | 12 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.17% | 0.87% | Q2 2018 | Q3 2023 | 12 |
AGF Investments LLC | 7 | 5 | 0.01% | 0.21% | 0.42% | Q4 2016 | Q2 2020 | 12 |
Savant Capital, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2021 | 12 |
Cavalry Management Group, LLC | 6 | 1 | 0.09% | 4.80% | 10.62% | Q4 2016 | Q4 2022 | 12 |
BSW Wealth Partners | 9 | 1 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 12 |
Nelson Capital Management, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 12 |
Magellan Asset Management Ltd | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Kistler-Tiffany Companies, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 12 |
EAGLE ASSET MANAGEMENT INC | 7 | 2 | 0.00% | 0.15% | 0.73% | Q3 2016 | Q3 2023 | 12 |
Granite Investment Partners, LLC | 12 | 12 | 0.54% | 0.74% | 0.89% | Q4 2020 | Q3 2023 | 12 |
Lenox Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 12 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.01% | 0.37% | 0.97% | Q1 2014 | Q3 2022 | 12 |
Cumberland Partners Ltd | 12 | 12 | 0.92% | 1.65% | 2.62% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2016 | 12 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Vantage Investment Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 12 |
Brookstone Capital Management | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 12 |
LINCOLN NATIONAL CORP | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
One River Asset Management, LLC | 4 | 4 | 0.00% | 0.06% | 0.16% | Q4 2022 | Q3 2023 | 12 |
Bayesian Capital Management, LP | 3 | 1 | 0.05% | 0.31% | 0.57% | Q4 2015 | Q1 2023 | 12 |
Otter Creek Advisors, LLC | 9 | 2 | 0.73% | 2.06% | 3.36% | Q1 2020 | Q2 2023 | 12 |
Disciplina Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
PERSONAL CFO SOLUTIONS, LLC | 12 | 12 | 0.06% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Delphi Private Advisors LLC | 12 | 12 | 0.06% | 0.11% | 0.21% | Q4 2015 | Q3 2018 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.02% | 0.06% | 0.15% | Q4 2016 | Q3 2019 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.08% | 0.20% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2019 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.03% | 0.09% | 0.23% | Q4 2016 | Q3 2019 | 12 |
CAMDEN NATIONAL BANK | 7 | 1 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q3 2023 | 12 |
Heritage Way Advisors, LLC | 8 | 4 | 0.19% | 0.97% | 1.34% | Q4 2017 | Q4 2021 | 12 |
Clear Perspective Advisors, LLC | 7 | 5 | 0.00% | 0.07% | 0.13% | Q4 2016 | Q4 2021 | 12 |
Israel Discount Bank of New York | 9 | 3 | 0.42% | 0.48% | 0.56% | Q3 2020 | Q3 2023 | 12 |
Stratos Wealth Advisors, LLC | 12 | 12 | 0.03% | 0.16% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Pearl River Capital, LLC | 4 | 1 | 0.04% | 0.48% | 0.92% | Q4 2018 | Q1 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
TLWM | 12 | 12 | 0.19% | 0.23% | 0.27% | Q2 2019 | Q1 2022 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.13% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 12 |
BOSTON FINANCIAL MANGEMENT LLC | 4 | 2 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 12 |
Ellis Investment Partners, LLC | 12 | 12 | 0.02% | 0.05% | 0.06% | Q2 2020 | Q1 2023 | 12 |
9258 Wealth Management, LLC | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 11 | 1 | 0.04% | 0.11% | 0.19% | Q3 2020 | Q3 2023 | 12 |
Stonehage Fleming Financial Services Holdings Ltd | 10 | 2 | 0.02% | 0.04% | 0.14% | Q1 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.15% | 0.20% | 0.47% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Bank of Marin | 12 | 12 | 0.25% | 0.39% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Northwest Bancshares, Inc. | 11 | 11 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.06% | 0.08% | 0.09% | Q4 2018 | Q2 2021 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.41% | 0.71% | Q4 2020 | Q2 2023 | 11 |
Spears Abacus Advisors LLC | 11 | 11 | 0.18% | 1.28% | 2.39% | Q1 2021 | Q3 2023 | 11 |
Total Clarity Wealth Management, Inc. | 9 | 1 | 0.05% | 1.38% | 1.99% | Q4 2019 | Q3 2023 | 11 |
WESBANCO BANK INC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Stanley-Laman Group, Ltd. | 9 | 2 | 0.07% | 0.43% | 0.71% | Q3 2016 | Q3 2023 | 11 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.10% | 0.74% | 1.44% | Q2 2016 | Q3 2023 | 11 |
HARBOR ADVISORY CORP /MA/ | 11 | 11 | 0.52% | 0.61% | 0.80% | Q4 2017 | Q2 2020 | 11 |
MOORE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.01% | 0.23% | 0.64% | Q1 2014 | Q3 2022 | 11 |
Fosun International Ltd | 10 | 1 | 0.09% | 0.62% | 1.54% | Q3 2019 | Q3 2023 | 11 |
GIRARD PARTNERS LTD. | 10 | 1 | 0.00% | 0.10% | 0.21% | Q3 2018 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Stonehearth Capital Management, LLC | 11 | 11 | 0.17% | 0.19% | 0.20% | Q1 2019 | Q3 2021 | 11 |
MARTINGALE ASSET MANAGEMENT L P | 8 | 3 | 0.01% | 0.10% | 0.24% | Q2 2013 | Q4 2020 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.03% | 0.13% | 0.43% | Q4 2022 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 11 |
Solstein Capital, LLC | 11 | 11 | 0.01% | 0.23% | 0.37% | Q1 2021 | Q3 2023 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 2 | 0.00% | 0.09% | 0.15% | Q3 2016 | Q3 2019 | 11 |
IHT Wealth Management, LLC | 5 | 1 | 0.01% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 11 |
State of Wyoming | 11 | 11 | 0.01% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Wilkinson Global Asset Management LLC | 11 | 11 | 2.25% | 2.70% | 3.43% | Q1 2021 | Q3 2023 | 11 |
MGO ONE SEVEN LLC | 8 | 1 | 0.00% | 0.04% | 0.14% | Q4 2017 | Q3 2023 | 11 |
Egerton Capital (UK) LLP | 11 | 11 | 0.61% | 2.63% | 4.39% | Q4 2020 | Q2 2023 | 11 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.08% | Q1 2018 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.28% | 0.34% | 0.41% | Q1 2021 | Q3 2023 | 11 |
JOHN G ULLMAN & ASSOCIATES INC | 11 | 11 | 0.44% | 0.81% | 1.22% | Q2 2013 | Q4 2015 | 11 |
BINGHAM OSBORN & SCARBOROUGH LLC | 4 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2021 | 11 |
TOWER BRIDGE ADVISORS | 11 | 11 | 0.09% | 0.39% | 0.77% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 11 |
MIRABELLA FINANCIAL SERVICES LLP | 6 | 1 | 0.05% | 0.32% | 1.01% | Q4 2019 | Q3 2023 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2018 | 11 |
StrategIQ Financial Group, LLC | 7 | 4 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
AEGON ASSET MANAGEMENT UK PLC | 8 | 1 | 0.01% | 0.19% | 0.32% | Q2 2013 | Q2 2023 | 11 |
Front Row Advisors LLC | 10 | 1 | 0.00% | 0.79% | 0.99% | Q4 2017 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.03% | 0.16% | Q1 2021 | Q3 2023 | 11 |
BMT Investment Advisors | 11 | 11 | 1.20% | 1.41% | 1.52% | Q3 2017 | Q1 2020 | 11 |
Chicago Capital, LLC | 11 | 11 | 0.01% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Calamos Advisors LLC | 6 | 5 | 0.00% | 0.05% | 0.20% | Q3 2016 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 11 |
PITTENGER & ANDERSON INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 11 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 11 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Crewe Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 11 |
Close Asset Management Ltd | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Wealthspire Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 11 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2018 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
TD Securities (USA) LLC | 9 | 2 | 0.04% | 0.09% | 0.11% | Q2 2013 | Q1 2016 | 11 |
Santa Fe Partners LLC | 11 | 11 | 0.12% | 0.34% | 0.51% | Q2 2013 | Q4 2015 | 11 |
KANALY TRUST CO | 6 | 5 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q4 2016 | 11 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.10% | 0.66% | 1.59% | Q2 2013 | Q1 2023 | 11 |
Trexquant Investment LP | 2 | 1 | 0.04% | 0.30% | 0.96% | Q4 2014 | Q1 2022 | 11 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.32% | 2.91% | Q3 2013 | Q2 2022 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Hanson & Doremus Investment Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Capital Investment Counsel, Inc | 5 | 1 | 0.09% | 0.10% | 0.13% | Q2 2013 | Q1 2018 | 11 |
MAR VISTA INVESTMENT PARTNERS LLC | 9 | 2 | 0.03% | 1.33% | 2.05% | Q1 2013 | Q2 2016 | 11 |
Vantage Consulting Group Inc | 10 | 1 | 0.01% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 11 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2023 | 11 |
Impax Asset Management Group plc | 11 | 11 | 0.80% | 1.12% | 1.27% | Q1 2021 | Q3 2023 | 11 |
Haverford Trust Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.03% | 0.04% | 0.06% | Q3 2014 | Q4 2016 | 10 |
HUTNER CAPITAL MANAGEMENT INC | 10 | 10 | 0.16% | 0.82% | 1.46% | Q2 2021 | Q3 2023 | 10 |
Alpha Omega Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.55% | 0.82% | 1.24% | Q2 2020 | Q2 2023 | 10 |
Hoese & Co LLP | 10 | 10 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q4 2023 | 10 |
Human Investing LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Gideon Capital Advisors, Inc. | 4 | 1 | 0.14% | 0.49% | 0.88% | Q2 2014 | Q4 2019 | 10 |
FULLER & THALER ASSET MANAGEMENT, INC. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 10 |
Legacy Advisors, LLC | 7 | 1 | 0.00% | 0.06% | 0.11% | Q3 2017 | Q3 2023 | 10 |
Winslow Capital Management, LLC | 10 | 10 | 0.93% | 1.76% | 3.22% | Q2 2021 | Q3 2023 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.10% | 0.11% | 0.14% | Q2 2013 | Q3 2015 | 10 |
Avion Wealth | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 10 |
Lenox Wealth Management, Inc. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2019 | 10 |
BOURGEON CAPITAL MANAGEMENT LLC | 10 | 10 | 0.20% | 0.66% | 1.06% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.08% | 0.26% | Q2 2015 | Q3 2019 | 10 |
Gyon Technologies Capital Management, LP | 9 | 1 | 0.19% | 0.47% | 0.74% | Q4 2019 | Q4 2022 | 10 |
Fiduciary Trust Co International of Pennsylvania | 10 | 10 | 0.07% | 0.12% | 0.18% | Q4 2017 | Q1 2020 | 10 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.03% | 0.08% | 0.15% | Q3 2013 | Q2 2019 | 10 |
ARDSLEY ADVISORY PARTNERS LP | 9 | 1 | 0.07% | 0.38% | 1.78% | Q2 2019 | Q4 2021 | 10 |
Dynamic Capital Management Ltd | 3 | 1 | 0.08% | 0.40% | 0.90% | Q2 2013 | Q3 2017 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.18% | 0.35% | 0.72% | Q2 2016 | Q3 2018 | 10 |
LOEWS CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 10 |
Soros Fund Management | 9 | 1 | 0.01% | 0.41% | 0.79% | Q3 2017 | Q3 2022 | 10 |
WENDELL DAVID ASSOCIATES INC | 6 | 2 | 0.04% | 0.27% | 0.66% | Q1 2017 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Yorktown Management & Research Co Inc | 3 | 1 | 0.06% | 0.12% | 0.20% | Q4 2016 | Q3 2021 | 10 |
BURNEY CO/ | 10 | 10 | 0.01% | 0.20% | 0.55% | Q2 2021 | Q3 2023 | 10 |
HL FINANCIAL SERVICES LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.03% | 0.05% | 0.10% | Q1 2020 | Q2 2022 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Quadrature Capital Ltd | 2 | 1 | 0.03% | 0.42% | 1.89% | Q3 2016 | Q1 2023 | 10 |
Lumina Fund Management LLC | 5 | 5 | 0.04% | 0.33% | 0.66% | Q2 2017 | Q3 2023 | 10 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.05% | 0.21% | Q2 2015 | Q1 2020 | 10 |
LBMC INVESTMENT ADVISORS, LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
MONTRUSCO BOLTON INVESTMENTS INC. | 10 | 10 | 0.16% | 1.95% | 3.27% | Q1 2021 | Q2 2023 | 10 |
Soroban Capital Partners LP | 10 | 10 | 3.03% | 3.72% | 4.89% | Q3 2020 | Q4 2022 | 10 |
CAMBIAR INVESTORS LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
BRAVE ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 10 |
Saba Capital Management, L.P. | 4 | 1 | 0.01% | 0.63% | 3.10% | Q4 2017 | Q1 2023 | 10 |
Royal Fund Management, LLC | 5 | 1 | 0.00% | 0.06% | 0.15% | Q2 2017 | Q3 2023 | 10 |
Accurate Wealth Management, LLC | 10 | 10 | 0.10% | 0.15% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Euclid Advisors LLC | 6 | 1 | 0.01% | 0.14% | 0.42% | Q3 2013 | Q2 2016 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
GROUP ONE TRADING, L.P. | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2020 | 10 |
180 WEALTH ADVISORS, LLC | 6 | 1 | 0.04% | 0.12% | 0.26% | Q3 2018 | Q3 2023 | 10 |
AAFMAA Wealth Management & Trust LLC | 5 | 5 | 0.16% | 0.58% | 2.01% | Q1 2021 | Q3 2023 | 10 |
Jump Financial, LLC | 6 | 1 | 0.01% | 0.10% | 0.34% | Q3 2020 | Q3 2023 | 10 |
CPWM, LLC | 7 | 3 | 0.02% | 0.04% | 0.08% | Q3 2015 | Q2 2022 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.06% | 0.11% | 0.14% | Q1 2021 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 10 |
Latitude Advisors, LLC | 10 | 10 | 0.17% | 0.24% | 0.52% | Q4 2020 | Q1 2023 | 10 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 9 | 1 | 0.00% | 0.06% | 0.16% | Q3 2017 | Q3 2023 | 10 |
SouthState Corp | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
QVR LLC | 3 | 1 | 0.04% | 0.08% | 0.13% | Q3 2021 | Q3 2022 | 10 |
Prime Capital Investment Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
FCA CORP /TX | 8 | 2 | 0.15% | 1.01% | 1.26% | Q3 2013 | Q1 2016 | 10 |
PATTEN & PATTEN INC/TN | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.02% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 10 |
CNA FINANCIAL CORP | 10 | 10 | 0.74% | 0.85% | 1.00% | Q3 2017 | Q4 2019 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Montecito Bank & Trust | 10 | 10 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q4 2023 | 10 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 10 | 10 | 0.10% | 0.40% | 0.70% | Q2 2021 | Q3 2023 | 10 |
WEALTHSOURCE PARTNERS, LLC | 8 | 2 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
ADIRONDACK TRUST CO | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 10 |
AFFINIA FINANCIAL GROUP, LLC | 10 | 10 | 0.30% | 0.36% | 0.43% | Q1 2021 | Q2 2023 | 10 |
Endurance Wealth Management, Inc. | 10 | 10 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Amundi | 10 | 10 | 0.17% | 0.44% | 0.61% | Q2 2021 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Blossom Wealth Management | 9 | 9 | 1.00% | 1.16% | 1.33% | Q3 2021 | Q3 2023 | 9 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 9 |
Axiom Financial Strategies, LLC | 4 | 1 | 0.10% | 0.13% | 0.15% | Q2 2020 | Q3 2023 | 9 |
Banco de Sabadell, S.A | 9 | 9 | 0.76% | 1.35% | 1.83% | Q3 2021 | Q3 2023 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 0.45% | 0.65% | 1.02% | Q4 2020 | Q1 2023 | 9 |
Biltmore Family Office, LLC | 9 | 9 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Waverly Advisors, LLC | 5 | 4 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q4 2017 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PATTON ALBERTSON MILLER GROUP, LLC | 9 | 9 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q2 2023 | 9 |
Schwab Charitable Fund | 9 | 9 | 0.04% | 0.13% | 0.24% | Q2 2019 | Q2 2021 | 9 |
Portland Global Advisors LLC | 9 | 9 | 0.07% | 0.15% | 0.27% | Q3 2021 | Q3 2023 | 9 |
BRINKER CAPITAL INC | 7 | 2 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q2 2020 | 9 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q1 2015 | 9 |
CANANDAIGUA NATIONAL CORP | 9 | 9 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2022 | 9 |
New England Professional Planning Group Inc. | 9 | 9 | 0.13% | 0.15% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Aberdeen Wealth Management LLC | 9 | 9 | 0.26% | 0.29% | 0.37% | Q3 2021 | Q3 2023 | 9 |
SANDLER CAPITAL MANAGEMENT | 3 | 1 | 0.32% | 0.94% | 2.00% | Q1 2014 | Q1 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 9 |
Shoker Investment Counsel, Inc. | 9 | 9 | 1.06% | 1.13% | 1.25% | Q3 2021 | Q3 2023 | 9 |
Narwhal Capital Management | 9 | 9 | 0.03% | 0.81% | 1.30% | Q3 2021 | Q3 2023 | 9 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q2 2022 | 9 |
Stonebridge Capital Advisors LLC | 9 | 9 | 0.00% | 0.82% | 1.33% | Q3 2021 | Q3 2023 | 9 |
NORTHSTAR ASSET MANAGEMENT INC | 9 | 9 | 0.08% | 0.13% | 0.16% | Q1 2021 | Q1 2023 | 9 |
ASPIRIANT, LLC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 9 |
1ST SOURCE BANK | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q2 2015 | 9 |
IndexIQ Advisors LLC | 8 | 1 | 0.00% | 0.04% | 0.17% | Q4 2019 | Q1 2022 | 9 |
PLIMOTH TRUST CO LLC | 9 | 9 | 0.11% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
F&V Capital Management, LLC | 9 | 9 | 2.00% | 2.30% | 2.54% | Q2 2013 | Q2 2015 | 9 |
Jaffetilchin Investment Partners, LLC | 7 | 1 | 0.05% | 0.09% | 0.18% | Q2 2014 | Q1 2019 | 9 |
Arlington Partners LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2023 | 9 |
SG3 Management, LLC | 2 | 1 | 0.00% | 0.06% | 0.28% | Q4 2016 | Q3 2021 | 9 |
Redwood Investments, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2016 | 9 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 7 | 1 | 0.06% | 0.11% | 0.17% | Q1 2021 | Q3 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q4 2016 | 9 |
Visium Asset Management, LP | 6 | 1 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q1 2016 | 9 |
OPSEU Pension Plan Trust Fund | 9 | 9 | 0.11% | 0.14% | 0.28% | Q1 2020 | Q1 2022 | 9 |
Systematic Alpha Investments, LLC | 9 | 9 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2022 | 9 |
BRIGHTON JONES LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Maryland Capital Management | 9 | 9 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q3 2022 | 9 |
Indiana Trust & Investment Management CO | 9 | 9 | 0.13% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 9 |
ALPHA WINDWARD LLC | 4 | 1 | 0.02% | 0.07% | 0.35% | Q2 2013 | Q3 2020 | 9 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 9 |
Legacy Private Trust Co. | 5 | 2 | 0.03% | 0.05% | 0.09% | Q2 2014 | Q3 2023 | 9 |
True North Advisors, LLC | 9 | 9 | 0.09% | 0.14% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.09% | 0.11% | 0.13% | Q3 2021 | Q3 2023 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.34% | 0.39% | 0.46% | Q3 2021 | Q3 2023 | 9 |
CHILTON INVESTMENT CO INC. | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Opus Capital Group, LLC | 9 | 9 | 0.06% | 0.11% | 0.16% | Q1 2014 | Q1 2016 | 9 |
Cornerstone Advisors, LLC | 9 | 9 | 0.08% | 0.12% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Bragg Financial Advisors, Inc | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Bremer Bank National Association | 9 | 9 | 0.05% | 0.31% | 0.58% | Q3 2020 | Q3 2022 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.09% | 0.29% | 0.56% | Q4 2015 | Q1 2022 | 9 |
ADVISORY RESEARCH INC | 6 | 1 | 0.00% | 0.16% | 0.47% | Q1 2014 | Q3 2023 | 9 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 9 | 9 | 0.07% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 9 |
BOK Financial Private Wealth, Inc. | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Essex Financial Services, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
DODGE & COX | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Boit C F David | 5 | 4 | 1.02% | 1.15% | 1.25% | Q2 2021 | Q3 2023 | 9 |
V Wealth Advisors LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q2 2023 | 9 |
Sugarloaf Wealth Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
MA Private Wealth | 9 | 9 | 0.09% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 |
TNF LLC | 9 | 9 | 0.13% | 0.16% | 0.20% | Q3 2021 | Q3 2023 | 9 |
DILLON & ASSOCIATES INC | 7 | 2 | 0.04% | 0.10% | 0.18% | Q1 2017 | Q3 2023 | 9 |
EVERGREEN CAPITAL MANAGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
RICE HALL JAMES & ASSOCIATES, LLC | 6 | 3 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q2 2017 | 9 |
GUARDIAN CAPITAL LP | 9 | 9 | 0.11% | 0.19% | 0.23% | Q3 2016 | Q3 2018 | 9 |
HUSSMAN STRATEGIC ADVISORS, INC. | 5 | 4 | 0.01% | 0.30% | 0.98% | Q2 2013 | Q3 2016 | 9 |
Intellectus Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q1 2019 | 9 |
CFM WEALTH PARTNERS LLC | 6 | 3 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q1 2022 | 9 |
FIDGEON TIMOTHY F | 9 | 9 | 0.10% | 0.16% | 0.19% | Q1 2013 | Q1 2015 | 9 |
Summit Financial, LLC | 9 | 9 | 0.03% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Robbins Farley | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Orion Capital Management LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
ELCO Management Co., LLC | 5 | 4 | 0.12% | 0.19% | 0.28% | Q1 2019 | Q2 2021 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.06% | 0.10% | 0.31% | Q1 2020 | Q1 2022 | 9 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9 | 9 | 0.07% | 0.15% | 0.29% | Q4 2017 | Q4 2019 | 9 |
COOKSON PEIRCE & CO INC | 5 | 4 | 0.09% | 0.57% | 1.13% | Q1 2017 | Q3 2023 | 9 |
DAVIDSON INVESTMENT ADVISORS | 9 | 9 | 1.14% | 1.24% | 1.32% | Q3 2021 | Q3 2023 | 9 |
AMARILLO NATIONAL BANK | 9 | 9 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Goelzer Investment Management, Inc. | 9 | 9 | 0.60% | 0.80% | 1.04% | Q3 2021 | Q3 2023 | 9 |
Marathon Asset Management Ltd | 9 | 9 | 1.59% | 1.71% | 1.80% | Q3 2021 | Q3 2023 | 9 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2022 | 9 |
AMI INVESTMENT MANAGEMENT INC | 7 | 2 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 9 |
NVWM, LLC | 5 | 1 | 0.00% | 0.23% | 0.43% | Q4 2017 | Q3 2023 | 9 |
ARGENT CAPITAL MANAGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
SKBA CAPITAL MANAGEMENT LLC | 4 | 1 | 0.02% | 0.59% | 1.36% | Q2 2013 | Q3 2016 | 9 |
Cornerstone Capital, Inc. | 9 | 9 | 0.10% | 0.15% | 0.24% | Q3 2021 | Q3 2023 | 9 |
CAPITAL COUNSEL LLC/NY | 9 | 9 | 0.09% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Mission Creek Capital Partners, Inc. | 9 | 9 | 0.11% | 0.14% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.00% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 9 |
Accredited Investors Inc. | 9 | 9 | 0.04% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
UMB Bank, n.a. | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 9 | 9 | 0.31% | 0.41% | 0.50% | Q3 2021 | Q3 2023 | 9 |
Ridgewood Investments LLC | 9 | 9 | 0.18% | 0.20% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Seelaus Asset Management LLC | 9 | 9 | 0.23% | 0.30% | 0.45% | Q3 2021 | Q3 2023 | 9 |
SAX WEALTH ADVISORS, LLC | 7 | 2 | 0.04% | 0.11% | 0.17% | Q4 2020 | Q2 2023 | 9 |
Canton Hathaway, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.07% | 0.09% | 0.10% | Q4 2019 | Q4 2021 | 9 |
KB FINANCIAL PARTNERS, LLC | 8 | 1 | 0.03% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 9 |
MAI Capital Management | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Centric Wealth Management | 9 | 9 | 0.68% | 0.81% | 0.94% | Q3 2021 | Q3 2023 | 9 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q1 2022 | 9 |
TRUST CO OF OKLAHOMA | 5 | 4 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q3 2023 | 9 |
OAKTOP CAPITAL MANAGEMENT II, L.P. | 9 | 9 | 9.91% | 12.64% | 15.45% | Q3 2021 | Q3 2023 | 9 |
Capital Financial Services, LLC | 9 | 9 | 0.64% | 0.68% | 0.73% | Q4 2020 | Q4 2022 | 9 |
BOWEN HANES & CO INC | 7 | 2 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q2 2022 | 9 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 5 | 4 | 1.25% | 1.90% | 2.54% | Q3 2017 | Q2 2021 | 9 |
Taylor Hoffman Wealth Management | 9 | 9 | 0.11% | 0.21% | 0.87% | Q3 2021 | Q3 2023 | 9 |
Rokos Capital Management LLP | 8 | 8 | 0.03% | 0.55% | 1.52% | Q4 2021 | Q3 2023 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q2 2023 | 8 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.15% | 1.05% | Q4 2016 | Q2 2020 | 8 |
ACCOUNT MANAGEMENT LLC | 8 | 8 | 1.44% | 2.28% | 2.80% | Q4 2021 | Q3 2023 | 8 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 8 | 8 | 1.26% | 1.64% | 1.84% | Q2 2018 | Q1 2020 | 8 |
GUYASUTA INVESTMENT ADVISORS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 8 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 8 | 8 | 0.74% | 0.89% | 1.01% | Q4 2021 | Q3 2023 | 8 |
MEMBERS CAPITAL ADVISORS INC | 5 | 1 | 0.14% | 0.58% | 1.34% | Q4 2019 | Q4 2022 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
COMPTON CAPITAL MANAGEMENT INC /RI | 6 | 1 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q1 2022 | 8 |
Operose Advisors LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
TPI Fund Managers Ltd | 5 | 3 | 0.73% | 2.59% | 6.08% | Q2 2020 | Q2 2022 | 8 |
Eisler Capital (UK) Ltd. | 3 | 3 | 0.00% | 0.34% | 1.05% | Q1 2023 | Q3 2023 | 8 |
CWA Asset Management Group, LLC | 5 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Lloyd Advisory Services, LLC. | 7 | 1 | 0.00% | 0.01% | 0.08% | Q3 2020 | Q3 2023 | 8 |
DELTEC ASSET MANAGEMENT LLC | 5 | 1 | 0.10% | 0.32% | 0.77% | Q2 2017 | Q4 2021 | 8 |
Bigelow Investment Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 8 |
Matisse Capital | 4 | 4 | 0.21% | 0.42% | 0.52% | Q3 2021 | Q3 2023 | 8 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.04% | 1.45% | 5.31% | Q2 2018 | Q3 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.04% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Capital Group Private Client Services, Inc. | 8 | 8 | 0.30% | 0.35% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Graypoint LLC | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Wahed Invest LLC | 8 | 8 | 0.46% | 0.54% | 0.63% | Q4 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.18% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Barrett Asset Management, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 8 |
O'Shares Investment Advisers, LLC | 8 | 8 | 0.05% | 0.07% | 0.12% | Q2 2020 | Q1 2022 | 8 |
Continuum Advisory, LLC | 6 | 2 | 0.09% | 0.13% | 0.20% | Q3 2018 | Q3 2023 | 8 |
Giverny Capital | 8 | 8 | 0.04% | 0.61% | 1.88% | Q4 2021 | Q3 2023 | 8 |
FAYEZ SAROFIM & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 8 |
Marion Wealth Management | 8 | 8 | 1.02% | 1.13% | 1.32% | Q4 2021 | Q3 2023 | 8 |
CHILTON CAPITAL MANAGEMENT LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2022 | 8 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2020 | 8 |
COOKE & BIELER LP | 8 | 8 | 0.46% | 0.73% | 0.88% | Q1 2017 | Q4 2018 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.80% | 1.03% | 1.35% | Q4 2021 | Q3 2023 | 8 |
Goodwin Investment Advisory | 8 | 8 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q4 2022 | 8 |
Sterling Capital Management LLC | 8 | 8 | 0.79% | 0.95% | 1.09% | Q4 2017 | Q3 2019 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q2 2023 | 8 |
Laidlaw Wealth Management LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
SkyView Investment Advisors, LLC | 8 | 8 | 0.07% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.28% | 0.32% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Keystone Financial Services | 8 | 8 | 0.17% | 0.25% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.08% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.11% | 0.11% | 0.13% | Q2 2013 | Q1 2015 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.20% | 0.33% | 0.46% | Q4 2021 | Q3 2023 | 8 |
PAYDEN & RYGEL | 7 | 1 | 0.00% | 0.64% | 1.21% | Q4 2015 | Q2 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.97% | 1.06% | 1.19% | Q4 2021 | Q3 2023 | 8 |
CNB Bank | 7 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q1 2023 | 8 |
Value Star Asset Management (Hong Kong) Ltd | 4 | 4 | 0.21% | 0.62% | 1.58% | Q1 2021 | Q1 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.30% | 0.34% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2019 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Vigilant Capital Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2021 | 8 |
Wakefield Asset Management LLLP | 5 | 3 | 0.01% | 0.24% | 0.70% | Q3 2018 | Q2 2023 | 8 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.14% | 0.46% | 0.82% | Q2 2014 | Q1 2019 | 8 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Tributary Capital Management, LLC | 8 | 8 | 0.11% | 0.15% | 0.19% | Q3 2017 | Q2 2019 | 8 |
Kolinsky Wealth Management, LLC | 8 | 8 | 0.31% | 0.45% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.03% | 0.36% | 1.22% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2014 | Q3 2016 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q1 2015 | 8 |
Sonen Capital LLC | 8 | 8 | 1.14% | 1.61% | 2.05% | Q4 2021 | Q3 2023 | 8 |
Citizens Business Bank | 8 | 8 | 0.04% | 0.08% | 0.10% | Q1 2017 | Q4 2018 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.12% | 0.21% | 0.36% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2022 | 8 |
IBERIABANK CORP | 8 | 8 | 0.03% | 0.18% | 0.26% | Q1 2017 | Q4 2018 | 8 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 8 | 8 | 0.07% | 0.08% | 0.08% | Q1 2017 | Q4 2018 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q1 2015 | 8 |
Psagot Value Holdings Ltd. / (Israel) | 8 | 8 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Heritage Financial Services, LLC | 8 | 8 | 0.05% | 0.14% | 0.29% | Q4 2021 | Q3 2023 | 8 |
ARGI Investment Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 8 | 8 | 0.22% | 0.32% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.13% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 8 |
DIMENSION CAPITAL MANAGEMENT LLC | 4 | 4 | 23.71% | 26.61% | 30.98% | Q4 2016 | Q3 2017 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
LAKE STREET PRIVATE WEALTH, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Intersect Capital LLC | 7 | 1 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q1 2022 | 8 |
A.R.T. Advisors, LLC | 5 | 1 | 0.07% | 0.22% | 0.45% | Q3 2015 | Q3 2019 | 8 |
Avalon Global Asset Management LLC | 5 | 1 | 0.90% | 2.63% | 5.15% | Q4 2019 | Q3 2023 | 8 |
Quantinno Capital Management LP | 8 | 8 | 0.04% | 0.17% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.05% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Glaxis Capital Management, LLC | 4 | 1 | 0.79% | 4.36% | 14.08% | Q1 2017 | Q3 2021 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.28% | 0.37% | 0.44% | Q3 2021 | Q2 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Dakota Wealth Management | 7 | 1 | 0.07% | 0.11% | 0.14% | Q2 2018 | Q3 2023 | 8 |
Qtron Investments LLC | 6 | 2 | 0.13% | 0.21% | 0.30% | Q3 2021 | Q3 2023 | 8 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 1 | 0.01% | 0.05% | 0.32% | Q2 2013 | Q4 2022 | 8 |
Meridian Wealth Advisors, LLC | 7 | 1 | 0.07% | 0.18% | 0.25% | Q4 2018 | Q3 2023 | 8 |
U.S. Capital Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ziegler Capital Management, LLC | 5 | 1 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q4 2021 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.75% | 0.87% | 1.00% | Q4 2021 | Q3 2023 | 8 |
VISTA CAPITAL PARTNERS, INC. | 8 | 8 | 0.12% | 0.20% | 0.34% | Q2 2013 | Q1 2015 | 8 |
Clark Capital Management Group, Inc. | 4 | 1 | 0.00% | 0.54% | 0.89% | Q4 2015 | Q2 2023 | 8 |
Wealthstreet Investment Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.09% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q1 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.17% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 8 |
Tesco Pension Investment Ltd | 5 | 3 | 0.73% | 2.21% | 3.19% | Q2 2020 | Q2 2022 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.16% | 0.28% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Foundations Investment Advisors, LLC | 5 | 3 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 8 |
Phraction Management LLC | 8 | 8 | 3.64% | 5.19% | 6.43% | Q4 2021 | Q3 2023 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q3 2016 | 8 |
McQueen, Ball & Associates Inc. | 8 | 8 | 0.36% | 0.58% | 0.94% | Q1 2017 | Q4 2018 | 8 |
HEADINVEST, LLC | 8 | 8 | 0.05% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Intrinsic Value Partners, LLC | 8 | 8 | 0.27% | 0.33% | 0.41% | Q4 2021 | Q3 2023 | 8 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 8 |
Banco Santander, S.A. | 2 | 1 | 0.01% | 0.02% | 0.14% | Q3 2017 | Q2 2023 | 8 |
City State Bank | 8 | 8 | 0.05% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Truvestments Capital LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 8 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 8 | 8 | 0.00% | 0.35% | 0.72% | Q2 2015 | Q1 2017 | 8 |
ROCKLAND TRUST CO | 7 | 1 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q1 2023 | 8 |
TRANSCEND CAPITAL ADVISORS, LLC | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.48% | 0.53% | 0.62% | Q4 2021 | Q3 2023 | 8 |
BI Asset Management Fondsmaeglerselskab A/S | 5 | 3 | 0.00% | 0.28% | 0.78% | Q3 2020 | Q3 2023 | 8 |
Radnor Capital Management, LLC | 3 | 1 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.24% | 0.29% | 0.36% | Q4 2021 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 8 |
Horizon Investments, LLC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 8 |
AIA Group Ltd | 8 | 8 | 0.00% | 0.05% | 0.18% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
GeoWealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Alecta Tjanstepension Omsesidigt | 6 | 1 | 0.50% | 1.03% | 1.78% | Q1 2017 | Q3 2023 | 7 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2017 | 7 |
Financial Sense Advisors, Inc. | 7 | 7 | 0.10% | 1.11% | 1.87% | Q2 2013 | Q4 2014 | 7 |
TIG Advisors, LLC | 5 | 5 | 0.02% | 0.41% | 0.89% | Q3 2020 | Q3 2021 | 7 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q2 2021 | 7 |
DONALDSON CAPITAL MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 7 |
Fulcrum Asset Management LLP | 6 | 1 | 0.20% | 0.32% | 0.48% | Q2 2020 | Q1 2022 | 7 |
Broadleaf Partners, LLC | 7 | 7 | 2.03% | 2.32% | 2.66% | Q1 2022 | Q3 2023 | 7 |
Nippon Life Global Investors Americas, Inc. | 4 | 1 | 0.40% | 0.51% | 0.63% | Q4 2017 | Q3 2021 | 7 |
CSU Producer Resources, Inc. | 7 | 7 | 0.91% | 3.71% | 4.70% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.08% | 0.15% | 0.22% | Q2 2013 | Q4 2014 | 7 |
BBR PARTNERS, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Vontobel Swiss Wealth Advisors AG | 6 | 1 | 0.13% | 0.17% | 0.21% | Q4 2016 | Q4 2018 | 7 |
Sompo Asset Management Co., Ltd. | 7 | 7 | 0.11% | 0.37% | 0.56% | Q2 2017 | Q4 2018 | 7 |
WOLFF WIESE MAGANA LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
BECK MACK & OLIVER LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q3 2016 | 7 |
ORRSTOWN FINANCIAL SERVICES INC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2019 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Spotlight Asset Group, Inc. | 3 | 1 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
XR Securities LLC | 2 | 1 | 0.00% | 0.05% | 0.18% | Q2 2018 | Q3 2023 | 7 |
Borer Denton & Associates, Inc. | 7 | 7 | 0.92% | 0.98% | 1.08% | Q1 2022 | Q3 2023 | 7 |
GraniteShares Advisors LLC | 7 | 7 | 0.20% | 0.22% | 0.24% | Q4 2021 | Q2 2023 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 1 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 7 |
Mayflower Financial Advisors, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.08% | 0.22% | Q2 2013 | Q4 2014 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Bay Harbor Wealth Management, LLC | 7 | 7 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Western Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Chicago Partners Investment Group LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 7 |
Portman Square Capital LLP | 3 | 3 | 0.02% | 0.12% | 0.24% | Q1 2023 | Q3 2023 | 7 |
American Trust Investment Advisors, LLC | 7 | 7 | 1.12% | 1.33% | 1.58% | Q1 2022 | Q3 2023 | 7 |
Ceredex Value Advisors LLC | 6 | 1 | 0.35% | 1.04% | 1.68% | Q1 2018 | Q2 2020 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.56% | 0.69% | 0.82% | Q1 2021 | Q4 2022 | 7 |
Cerebellum GP, LLC | 4 | 1 | 0.09% | 0.22% | 0.30% | Q4 2017 | Q2 2020 | 7 |
NTV ASSET MANAGEMENT LLC | 4 | 3 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 7 |
Journey Advisory Group, LLC | 7 | 7 | 0.04% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Lebenthal Global Advisors, LLC | 7 | 7 | 0.09% | 0.24% | 0.34% | Q4 2021 | Q2 2023 | 7 |
Schneider Downs Wealth Management Advisors, LP | 7 | 7 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q3 2022 | 7 |
Curi Wealth Management, LLC | 3 | 1 | 0.03% | 0.05% | 0.12% | Q4 2020 | Q2 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.18% | 0.23% | 0.29% | Q1 2022 | Q3 2023 | 7 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 7 | 7 | 0.11% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Hilltop Holdings Inc. | 7 | 7 | 0.04% | 0.07% | 0.09% | Q4 2016 | Q2 2018 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Albar Capital Ltd | 4 | 1 | 0.40% | 4.18% | 9.07% | Q2 2020 | Q1 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
COLUMBUS CIRCLE INVESTORS | 3 | 2 | 0.01% | 0.71% | 1.07% | Q2 2015 | Q3 2019 | 7 |
Arabesque Asset Management Ltd | 4 | 1 | 0.11% | 0.49% | 0.85% | Q1 2019 | Q4 2022 | 7 |
Bellevue Group AG | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
COUNTRY TRUST BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2023 | 7 |
Hefty Wealth Partners | 7 | 7 | 0.05% | 0.05% | 0.06% | Q3 2016 | Q1 2018 | 7 |
Apeiron RIA LLC | 5 | 2 | 0.08% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 7 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.24% | 0.29% | 0.34% | Q1 2022 | Q3 2023 | 7 |
WEST BANCORPORATION INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 7 |
CORNERSTONE ADVISORS INC | 6 | 1 | 0.00% | 0.20% | 0.31% | Q3 2017 | Q4 2021 | 7 |
O'Brien Wealth Partners LLC | 6 | 1 | 0.00% | 0.12% | 0.16% | Q1 2018 | Q3 2023 | 7 |
O'ROURKE & COMPANY, Inc | 7 | 7 | 0.26% | 0.37% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Strengthening Families & Communities, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q2 2023 | 7 |
Kessler Investment Group, LLC | 5 | 2 | 1.22% | 2.06% | 3.09% | Q4 2015 | Q3 2018 | 7 |
PRENTISS SMITH & CO INC | 3 | 2 | 0.01% | 0.32% | 1.18% | Q3 2015 | Q2 2022 | 7 |
CLINTON GROUP INC | 4 | 3 | 0.02% | 0.29% | 0.72% | Q2 2014 | Q1 2017 | 7 |
BECKER CAPITAL MANAGEMENT INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
RE Dickinson Investment Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Athena Investment Management | 7 | 7 | 0.24% | 0.27% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Kohmann Bosshard Financial Services, LLC | 7 | 7 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
AXS Investments LLC | 6 | 1 | 0.11% | 0.36% | 0.45% | Q4 2021 | Q3 2023 | 7 |
LOGAN CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Compton Wealth Advisory Group, LLC | 7 | 7 | 0.16% | 0.20% | 0.29% | Q1 2022 | Q3 2023 | 7 |
China Universal Asset Management Co., Ltd. | 7 | 7 | 0.58% | 1.50% | 2.25% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 7 |
San Luis Wealth Advisors LLC | 3 | 1 | 0.12% | 0.41% | 0.89% | Q4 2020 | Q3 2023 | 7 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 1 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
McClarren Financial Advisors, Inc. | 5 | 2 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 7 |
Stonegate Investment Group, LLC | 7 | 7 | 0.01% | 0.11% | 0.25% | Q4 2021 | Q2 2023 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2022 | 7 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.15% | 0.24% | 0.38% | Q1 2022 | Q3 2023 | 7 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 3 | 0.04% | 0.08% | 0.25% | Q1 2018 | Q4 2023 | 7 |
TCF National Bank | 7 | 7 | 0.23% | 0.25% | 0.30% | Q3 2019 | Q1 2021 | 7 |
Ergoteles LLC | 4 | 3 | 0.03% | 0.09% | 0.37% | Q3 2021 | Q2 2023 | 7 |
CAPITAL ONE, NATIONAL ASSOCIATION | 6 | 1 | 0.02% | 0.03% | 0.12% | Q1 2017 | Q4 2019 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
HBW ADVISORY SERVICES LLC | 4 | 3 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q2 2023 | 7 |
Assured Investment Management LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2017 | 7 |
Connectus Wealth, LLC | 6 | 1 | 0.03% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2021 | 7 |
NorthCoast Asset Management LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2021 | 7 |
PICTON MAHONEY ASSET MANAGEMENT | 7 | 7 | 0.12% | 0.17% | 0.25% | Q3 2021 | Q1 2023 | 7 |
Force Hill Capital Management LP | 7 | 7 | 2.88% | 4.20% | 5.31% | Q3 2021 | Q1 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
RMR Wealth Builders | 2 | 1 | 0.05% | 0.10% | 0.14% | Q4 2019 | Q2 2022 | 7 |
HighPoint Advisor Group LLC | 4 | 1 | 0.03% | 0.10% | 0.18% | Q2 2019 | Q2 2022 | 7 |
WMS Partners, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Artemis Investment Management LLP | 4 | 1 | 0.04% | 0.09% | 0.15% | Q4 2019 | Q1 2023 | 7 |
PFS INVESTMENTS INC. | 6 | 1 | 0.01% | 0.09% | 0.11% | Q1 2020 | Q2 2023 | 7 |
Wedmont Private Capital | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.09% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
Woodline Partners LP | 3 | 1 | 0.14% | 1.08% | 2.09% | Q1 2020 | Q3 2023 | 7 |
COURIER CAPITAL LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
L & S Advisors Inc | 6 | 1 | 0.04% | 0.71% | 1.17% | Q3 2016 | Q2 2021 | 7 |
Brown Advisory Securities, LLC | 7 | 7 | 0.04% | 0.12% | 0.26% | Q4 2020 | Q2 2022 | 7 |
Rudd International, Inc. | 7 | 7 | 2.74% | 3.00% | 3.15% | Q4 2018 | Q2 2020 | 7 |
US Asset Management LLC | 4 | 3 | 0.90% | 1.04% | 1.22% | Q3 2021 | Q2 2023 | 7 |
Marks Group Wealth Management, Inc | 7 | 7 | 0.81% | 0.87% | 0.99% | Q1 2022 | Q3 2023 | 7 |
M Holdings Securities, Inc. | 7 | 7 | 1.06% | 1.76% | 2.74% | Q3 2019 | Q1 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
PSI Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Kepos Capital LP | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Round Table Services, LLC | 7 | 7 | 0.08% | 0.14% | 0.20% | Q2 2018 | Q4 2019 | 7 |
First Western Trust Bank | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Ground Swell Capital, LLC | 2 | 1 | 0.05% | 1.12% | 2.53% | Q3 2014 | Q3 2023 | 6 |
SFMG, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Alpha DNA Investment Management LLC | 5 | 1 | 0.02% | 1.05% | 2.37% | Q1 2021 | Q1 2023 | 6 |
ADVANCE CAPITAL I INC | 6 | 6 | 0.43% | 1.65% | 2.70% | Q2 2015 | Q3 2016 | 6 |
RELIANCE TRUST CO OF DELAWARE | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q2 2016 | 6 |
Newbridge Financial Services Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
Moloney Securities Asset Management, LLC | 6 | 6 | 0.17% | 0.20% | 0.23% | Q2 2022 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 6 |
SCOTIA CAPITAL INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 6 |
Atom Investors LP | 3 | 1 | 0.06% | 0.32% | 0.68% | Q1 2019 | Q3 2021 | 6 |
Sciencast Management LP | 1 | 1 | 0.22% | 0.55% | 0.87% | Q3 2016 | Q3 2021 | 6 |
CROFT-LEOMINSTER INC | 6 | 6 | 0.70% | 1.04% | 1.68% | Q3 2016 | Q4 2017 | 6 |
LifePro Asset Management | 6 | 6 | 0.16% | 0.18% | 0.23% | Q4 2020 | Q1 2022 | 6 |
Czech National Bank | 6 | 6 | 0.24% | 0.26% | 0.29% | Q3 2022 | Q4 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.05% | 0.47% | 1.14% | Q3 2016 | Q2 2023 | 6 |
Pflug Koory, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Edgestream Partners, L.P. | 4 | 1 | 0.02% | 0.33% | 1.21% | Q4 2019 | Q3 2023 | 6 |
Center for Financial Planning, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
PointState Capital LP | 4 | 2 | 0.01% | 1.18% | 2.67% | Q1 2019 | Q2 2021 | 6 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.35% | 0.56% | Q4 2014 | Q3 2020 | 6 |
abrdn Investment Management Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Beaumont Financial Partners, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Solidarity Wealth, LLC | 3 | 3 | 0.16% | 0.25% | 0.62% | Q1 2022 | Q3 2023 | 6 |
BREAKLINE CAPITAL LLC | 3 | 1 | 3.86% | 5.45% | 8.39% | Q1 2018 | Q4 2022 | 6 |
Annapolis Financial Services, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MIZUHO SECURITIES USA LLC | 3 | 3 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q1 2015 | 6 |
Axiom Investment Management LLC | 4 | 1 | 0.16% | 0.22% | 0.40% | Q4 2018 | Q3 2022 | 6 |
Russell Clark Investment Management Ltd | 6 | 6 | 0.33% | 0.36% | 0.39% | Q2 2017 | Q3 2018 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.02% | 1.66% | 2.63% | Q4 2020 | Q1 2022 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Empowered Funds, LLC | 6 | 6 | 0.03% | 0.13% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Bank of Kentucky, Inc. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 6 |
Nicholas Investment Partners, LP | 6 | 6 | 0.06% | 0.16% | 0.33% | Q2 2020 | Q3 2021 | 6 |
Sensato Investors LLC | 4 | 1 | 0.07% | 1.64% | 4.21% | Q3 2015 | Q1 2019 | 6 |
Lombard Odier Asset Management (USA) Corp | 3 | 1 | 0.13% | 0.35% | 0.55% | Q1 2015 | Q3 2021 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.05% | 0.07% | 0.08% | Q3 2016 | Q4 2017 | 6 |
Baker Avenue Asset Management, LP | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Gryphon Financial Partners LLC | 6 | 6 | 0.01% | 0.18% | 0.45% | Q4 2017 | Q1 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ninety One North America, Inc. | 6 | 6 | 0.02% | 0.09% | 0.17% | Q1 2022 | Q2 2023 | 6 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 6 | 6 | 0.13% | 0.17% | 0.26% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.06% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Cinctive Capital Management LP | 5 | 1 | 0.23% | 0.43% | 0.74% | Q2 2020 | Q2 2022 | 6 |
Activest Wealth Management | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 6 |
J.P. Marvel Investment Advisors, LLC | 5 | 1 | 0.15% | 0.22% | 0.36% | Q2 2014 | Q4 2015 | 6 |
GAMCO INVESTORS, INC. ET AL | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
LITTLE HOUSE CAPITAL LLC | 4 | 1 | 0.01% | 0.25% | 0.52% | Q1 2019 | Q3 2023 | 6 |
MYCIO WEALTH PARTNERS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
GENERAL ELECTRIC CO | 6 | 6 | 0.06% | 0.23% | 0.28% | Q2 2013 | Q3 2014 | 6 |
Quantamental Technologies LLC | 1 | 1 | 0.04% | 0.44% | 0.80% | Q1 2019 | Q4 2022 | 6 |
SIPHRON CAPITAL MANAGEMENT /CA/ | 6 | 6 | 0.00% | 0.07% | 0.22% | Q2 2013 | Q3 2014 | 6 |
Allen Investment Management, LLC | 6 | 6 | 2.02% | 3.96% | 5.18% | Q2 2022 | Q3 2023 | 6 |
Yellowstone Partners, LLC | 4 | 2 | 0.18% | 0.24% | 0.36% | Q4 2015 | Q4 2017 | 6 |
Transform Wealth, LLC | 6 | 6 | 0.25% | 0.51% | 1.59% | Q2 2016 | Q3 2017 | 6 |
Alpine Global Management, LLC | 1 | 1 | 0.02% | 0.07% | 0.13% | Q4 2014 | Q3 2021 | 6 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 4 | 2 | 0.49% | 0.55% | 0.67% | Q3 2013 | Q4 2021 | 6 |
Birch Hill Investment Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
HARVARD MANAGEMENT CO INC | 6 | 6 | 0.69% | 0.92% | 1.13% | Q4 2021 | Q1 2023 | 6 |
LGT Group Foundation | 6 | 6 | 0.08% | 0.34% | 0.74% | Q2 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
EP Wealth Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Enlightenment Research, LLC | 3 | 1 | 0.12% | 0.60% | 1.62% | Q4 2018 | Q3 2021 | 6 |
TRADITION CAPITAL MANAGEMENT LLC | 6 | 6 | 0.15% | 0.43% | 0.61% | Q4 2017 | Q1 2019 | 6 |
FORA Capital, LLC | 3 | 1 | 0.06% | 0.34% | 1.03% | Q2 2020 | Q3 2023 | 6 |
EMFO, LLC | 6 | 6 | 0.01% | 0.13% | 0.20% | Q2 2021 | Q3 2022 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2014 | 6 |
ACUITY INVESTMENT MANAGEMENT INC | 6 | 6 | 0.06% | 0.26% | 0.89% | Q2 2013 | Q3 2014 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
2Xideas AG | 6 | 6 | 0.94% | 1.73% | 2.57% | Q2 2022 | Q3 2023 | 6 |
GABELLI FUNDS LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2022 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
WBH ADVISORY INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Wellesley Investment Partners, LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2019 | Q3 2020 | 6 |
Kiwi Wealth Investments Limited Partnership | 2 | 1 | 0.10% | 0.16% | 0.26% | Q1 2017 | Q2 2023 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.01% | 0.06% | 0.09% | Q4 2017 | Q1 2019 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2022 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Wood Investment Counsel LLC | 6 | 6 | 2.72% | 3.49% | 3.78% | Q2 2013 | Q3 2014 | 6 |
Lebenthal Holdings,LLC | 6 | 6 | 0.04% | 0.06% | 0.09% | Q4 2014 | Q1 2016 | 6 |
FORTE CAPITAL LLC /ADV | 3 | 3 | 0.03% | 0.06% | 0.18% | Q3 2021 | Q2 2023 | 6 |
1834 INVESTMENT ADVISORS CO | 4 | 1 | 0.00% | 0.15% | 0.89% | Q4 2015 | Q3 2021 | 6 |
ADE, LLC | 4 | 2 | 0.13% | 0.16% | 0.17% | Q4 2020 | Q2 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Outlook Wealth Advisors, LLC | 6 | 6 | 0.22% | 0.29% | 0.36% | Q1 2022 | Q2 2023 | 6 |
Blueshift Asset Management, LLC | 4 | 1 | 0.01% | 0.17% | 0.29% | Q1 2020 | Q2 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.17% | 0.18% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Capital Advisory Group Advisory Services, LLC | 2 | 1 | 0.00% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 6 |
CRAMER ROSENTHAL MCGLYNN LLC | 4 | 2 | 0.20% | 0.35% | 0.50% | Q1 2014 | Q3 2015 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Avitas Wealth Management LLC | 6 | 6 | 0.41% | 0.44% | 0.50% | Q2 2022 | Q3 2023 | 6 |
Virtus ETF Advisers LLC | 6 | 6 | 0.23% | 0.40% | 0.57% | Q2 2022 | Q3 2023 | 6 |
Ninety One UK Ltd | 6 | 6 | 0.15% | 0.35% | 0.58% | Q1 2022 | Q2 2023 | 6 |
Steward Financial Group LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Concentric Capital Strategies, LP | 5 | 1 | 0.45% | 0.98% | 1.67% | Q1 2022 | Q3 2023 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q4 2022 | 6 |
Power Corp of Canada | 6 | 6 | 0.28% | 0.69% | 1.21% | Q2 2022 | Q3 2023 | 6 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 2 | 0.04% | 0.27% | 0.56% | Q3 2015 | Q3 2018 | 6 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 4 | 2 | 0.04% | 0.07% | 0.13% | Q4 2020 | Q2 2023 | 6 |
WCG Wealth Advisors LLC | 4 | 1 | 0.02% | 0.21% | 0.33% | Q2 2022 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.02% | 0.27% | 1.01% | Q2 2022 | Q3 2023 | 6 |
Verity & Verity, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 6 |
AFFINITY INVESTMENT ADVISORS, LLC | 3 | 3 | 0.02% | 0.23% | 0.32% | Q2 2015 | Q3 2023 | 6 |
Capital Planning Advisors, LLC | 6 | 6 | 0.90% | 0.98% | 1.07% | Q2 2017 | Q3 2018 | 6 |
QUANTUM CAPITAL MANAGEMENT | 6 | 6 | 0.09% | 0.28% | 1.14% | Q2 2019 | Q3 2020 | 6 |
Kovack Advisors, Inc. | 5 | 1 | 0.03% | 0.05% | 0.15% | Q2 2021 | Q1 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
NorthRock Partners, LLC | 5 | 1 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 4 | 2 | 0.09% | 0.16% | 0.30% | Q4 2021 | Q3 2023 | 6 |
Ascent Group, LLC | 6 | 6 | 0.03% | 0.08% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Benson Investment Management Company, Inc. | 5 | 5 | 1.83% | 1.86% | 1.90% | Q1 2021 | Q1 2022 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.24% | 0.24% | 0.25% | Q2 2013 | Q2 2014 | 5 |
West Family Investments, Inc. | 5 | 5 | 0.06% | 0.09% | 0.13% | Q2 2021 | Q2 2022 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.12% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Schooner Investment Group, LLC. | 5 | 5 | 0.07% | 0.16% | 0.34% | Q3 2014 | Q3 2015 | 5 |
Ohio National Investments, Inc. | 4 | 1 | 0.15% | 0.16% | 0.18% | Q3 2014 | Q1 2016 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2021 | 5 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 3.48% | 4.49% | 6.52% | Q2 2013 | Q2 2014 | 5 |
Princeton Alpha Management LP | 2 | 1 | 0.12% | 0.29% | 0.63% | Q2 2014 | Q1 2017 | 5 |
Heritage Wealth Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 5 |
Anson Funds Management LP | 3 | 1 | 0.16% | 1.26% | 2.62% | Q3 2015 | Q3 2021 | 5 |
GAM SYSTEMATIC LLP | 5 | 5 | 0.01% | 0.15% | 0.24% | Q3 2016 | Q3 2017 | 5 |
Banyan Partners, LLC | 5 | 5 | 0.03% | 6.91% | 18.70% | Q3 2013 | Q3 2014 | 5 |
ROCKEFELLER FINANCIAL SERVICES INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 5 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.51% | 1.30% | Q3 2017 | Q3 2021 | 5 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.06% | 0.14% | 0.28% | Q4 2014 | Q2 2020 | 5 |
BLUESTEIN R H & CO LLC | 5 | 5 | 0.02% | 0.89% | 1.97% | Q3 2021 | Q3 2022 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q2 2014 | 5 |
Merit Financial Group, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2017 | 5 |
FRED ALGER MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2023 | 5 |
Newfound Research LLC | 4 | 1 | 0.09% | 0.15% | 0.20% | Q1 2021 | Q3 2022 | 5 |
ClariVest Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 5 |
Whale Rock Capital Management | 3 | 2 | 2.26% | 4.29% | 6.60% | Q2 2015 | Q2 2019 | 5 |
Bath Savings Trust Co | 5 | 5 | 0.04% | 0.19% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Ifrah Financial Services, Inc. | 4 | 1 | 0.06% | 0.14% | 0.17% | Q4 2016 | Q1 2023 | 5 |
Brick & Kyle, Associates | 5 | 5 | 2.24% | 2.41% | 2.53% | Q2 2017 | Q2 2018 | 5 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 4 | 1 | 0.03% | 0.19% | 0.27% | Q1 2016 | Q4 2017 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.28% | 0.40% | 0.57% | Q3 2022 | Q3 2023 | 5 |
Baker Ellis Asset Management LLC | 5 | 5 | 0.80% | 0.86% | 0.94% | Q3 2022 | Q3 2023 | 5 |
Nishkama Capital, LLC | 3 | 1 | 0.42% | 1.89% | 3.64% | Q2 2019 | Q4 2022 | 5 |
Copper Rock Capital Partners, LLC | 5 | 5 | 0.02% | 0.28% | 0.62% | Q4 2016 | Q4 2017 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.10% | 0.10% | 0.11% | Q2 2015 | Q2 2016 | 5 |
Leucadia National | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 5 |
Perpetual Ltd | 3 | 2 | 0.01% | 0.16% | 0.27% | Q2 2020 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Li Winifred I | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q4 2017 | 5 |
Graham Capital Management, L.P. | 5 | 5 | 0.03% | 0.12% | 0.22% | Q1 2022 | Q1 2023 | 5 |
Renasant Bank | 5 | 5 | 0.23% | 0.25% | 0.27% | Q4 2020 | Q4 2021 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.54% | 0.61% | 0.69% | Q4 2022 | Q4 2023 | 5 |
Apex Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Darwin Wealth Management, LLC | 4 | 1 | 0.00% | 0.36% | 0.52% | Q1 2020 | Q3 2023 | 5 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 5 |
Highland Private Wealth Management | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Capital Asset Advisory Services LLC | 5 | 5 | 0.02% | 0.07% | 0.12% | Q1 2021 | Q1 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.25% | 0.29% | 0.33% | Q4 2022 | Q4 2023 | 5 |
CLOUGH CAPITAL PARTNERS L P | 4 | 1 | 0.71% | 1.52% | 2.56% | Q3 2019 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q4 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
First Capital Advisors Group, LLC. | 3 | 1 | 0.01% | 0.16% | 0.30% | Q1 2018 | Q2 2023 | 5 |
WESTWOOD HOLDINGS GROUP INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 2 | 0.00% | 0.04% | 0.11% | Q2 2019 | Q3 2021 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 1 | 0.01% | 0.08% | 0.24% | Q2 2015 | Q1 2018 | 5 |
HOHIMER WEALTH MANAGEMENT, LLC | 5 | 5 | 0.18% | 0.21% | 0.24% | Q4 2019 | Q4 2020 | 5 |
CHICAGO EQUITY PARTNERS LLC | 5 | 5 | 0.24% | 0.32% | 0.38% | Q1 2019 | Q1 2020 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.13% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
KCM INVESTMENT ADVISORS LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 5 |
STONERIDGE INVESTMENT PARTNERS LLC | 3 | 2 | 0.26% | 0.34% | 0.46% | Q1 2022 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Synergy Asset Management, LLC | 5 | 5 | 0.10% | 0.14% | 0.21% | Q2 2021 | Q2 2022 | 5 |
SAWGRASS ASSET MANAGEMENT LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2022 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SUN LIFE FINANCIAL INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 5 |
THAMES CAPITAL MANAGEMENT LLC | 4 | 1 | 2.26% | 3.22% | 4.02% | Q3 2019 | Q3 2023 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.06% | 0.10% | Q2 2017 | Q3 2017 | 5 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 4 | 1 | 0.12% | 0.26% | 0.56% | Q3 2015 | Q2 2017 | 5 |
Csenge Advisory Group | 4 | 1 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
KCL Capital, L.P. | 3 | 1 | 0.96% | 1.96% | 3.09% | Q4 2019 | Q1 2022 | 5 |
FIRSTMERIT BANK N A TRUSTEE | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Neo Ivy Capital Management | 1 | 1 | 0.08% | 0.28% | 0.49% | Q1 2019 | Q2 2022 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.09% | 0.13% | 0.21% | Q2 2018 | Q2 2019 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 5 |
SteelPeak Wealth, LLC | 3 | 1 | 0.00% | 0.27% | 0.46% | Q3 2022 | Q3 2023 | 5 |
Paradiem, LLC | 5 | 5 | 1.04% | 1.28% | 1.46% | Q3 2022 | Q3 2023 | 5 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 2 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 5 |
Beaird Harris Wealth Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 5 |
Capital International Sarl | 3 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.01% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 5 |
CORNERCAP INVESTMENT COUNSEL INC | 5 | 5 | 0.10% | 0.13% | 0.15% | Q3 2017 | Q3 2018 | 5 |
PGIM Custom Harvest LLC | 3 | 2 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q1 2023 | 5 |
Codex Capital, L.L.C. | 5 | 5 | 0.82% | 1.16% | 1.42% | Q4 2021 | Q4 2022 | 5 |
Provenire Capital, LLC | 3 | 2 | 1.07% | 3.15% | 4.19% | Q4 2019 | Q1 2021 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Delta Investment Management, LLC | 5 | 5 | 0.08% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
MIZUHO MARKETS AMERICAS LLC | 2 | 2 | 0.01% | 0.58% | 2.72% | Q3 2021 | Q4 2021 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q4 2023 | 5 |
CARLSON CAPITAL L P | 3 | 2 | 0.05% | 0.28% | 0.53% | Q1 2014 | Q3 2016 | 5 |
Strategic Investment Advisors / MI | 5 | 5 | 0.13% | 0.17% | 0.20% | Q1 2022 | Q1 2023 | 5 |
Riverstone Advisors, LLC | 5 | 5 | 0.32% | 0.56% | 0.63% | Q4 2018 | Q4 2019 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.78% | 0.81% | 0.86% | Q4 2021 | Q4 2022 | 5 |
Tranquilli Financial Advisor LLC | 5 | 5 | 0.18% | 0.29% | 0.35% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.21% | 0.26% | 0.28% | Q4 2020 | Q3 2023 | 5 |
Aaron Wealth Advisors LLC | 4 | 1 | 0.01% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 5 |
MIROVA | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
OAK RIDGE INVESTMENTS LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q3 2018 | 5 |
Everhart Financial Group, Inc. | 3 | 2 | 0.12% | 0.14% | 0.19% | Q2 2022 | Q3 2023 | 5 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.01% | 0.34% | 1.23% | Q4 2019 | Q3 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.18% | 0.19% | 0.19% | Q2 2019 | Q2 2020 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Riverwater Partners LLC | 5 | 5 | 0.21% | 0.24% | 0.27% | Q2 2022 | Q2 2023 | 5 |
Lifeworks Advisors, LLC | 3 | 2 | 0.46% | 0.58% | 0.78% | Q4 2021 | Q3 2023 | 5 |
HighMark Wealth Management LLC | 3 | 2 | 0.00% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Venture Visionary Partners LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Running Oak Capital LLC | 5 | 5 | 1.78% | 1.92% | 2.16% | Q3 2022 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Heartland Bank & Trust Co | 5 | 5 | 0.58% | 0.66% | 0.77% | Q3 2022 | Q3 2023 | 5 |
WealthBridge Investment Counsel Inc. | 3 | 2 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 5 |
Regal Investment Advisors LLC | 4 | 1 | 0.00% | 0.39% | 0.55% | Q2 2013 | Q2 2018 | 5 |
First Bancorp, Inc /ME/ | 2 | 1 | 0.18% | 0.20% | 0.23% | Q1 2021 | Q2 2023 | 5 |
Airain ltd | 3 | 1 | 0.12% | 0.51% | 0.77% | Q3 2013 | Q1 2017 | 5 |
Boltwood Capital Management | 5 | 5 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q4 2023 | 5 |
Baader Bank Aktiengesellschaft | 2 | 1 | 0.04% | 0.11% | 0.25% | Q4 2021 | Q2 2023 | 5 |
Freedom Investment Management, Inc. | 3 | 1 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 5 |
PineStone Asset Management Inc. | 4 | 4 | 0.28% | 1.09% | 1.81% | Q4 2022 | Q3 2023 | 4 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 4 | 4 | 0.00% | 0.14% | 0.22% | Q2 2018 | Q1 2019 | 4 |
HighTower Trust Company, N.A. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q3 2015 | 4 |
Analog Century Management LP | 4 | 4 | 2.89% | 3.77% | 4.28% | Q4 2020 | Q3 2021 | 4 |
Tevis Investment Management | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Interval Partners, LP | 3 | 1 | 0.10% | 0.22% | 0.48% | Q3 2021 | Q4 2022 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q3 2018 | 4 |
Caption Management, LLC | 1 | 1 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2021 | 4 |
PBMares Wealth Management LLC | 4 | 4 | 0.09% | 0.12% | 0.18% | Q1 2021 | Q4 2021 | 4 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Bell Rock Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Great Lakes Retirement, Inc. | 3 | 1 | 0.30% | 0.34% | 0.42% | Q4 2019 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Sippican Capital Advisors | 4 | 4 | 0.22% | 0.22% | 0.24% | Q4 2020 | Q3 2021 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.46% | 0.59% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 3 | 1 | 0.07% | 0.35% | 0.71% | Q1 2022 | Q2 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.47% | 0.63% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Summit X, LLC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q2 2023 | 4 |
FULTON BREAKEFIELD BROENNIMAN LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Winch Advisory Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
GQG Partners LLC | 3 | 1 | 0.00% | 0.29% | 1.14% | Q1 2018 | Q3 2022 | 4 |
ABNER HERRMAN & BROCK LLC | 4 | 4 | 0.79% | 0.82% | 0.87% | Q4 2017 | Q3 2018 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.06% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.11% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Jericho Capital Asset Management L.P. | 2 | 1 | 2.27% | 4.17% | 8.69% | Q4 2016 | Q3 2023 | 4 |
Cynosure Group, LLC | 4 | 4 | 0.27% | 0.30% | 0.34% | Q2 2019 | Q1 2020 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.24% | 0.42% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BEACON INVESTMENT ADVISORS LLC | 4 | 4 | 0.48% | 0.52% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Harbour Capital Advisors, LLC | 2 | 2 | 0.13% | 0.20% | 0.34% | Q1 2016 | Q3 2017 | 4 |
TOBAM | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 4 |
Absolute Return Capital, LLC | 3 | 1 | 0.06% | 0.07% | 0.12% | Q2 2013 | Q3 2014 | 4 |
TimeScale Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.25% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.68% | 0.78% | 0.96% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 1.46% | 1.61% | 1.76% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.17% | 0.34% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Retirement Investments LLC | 4 | 4 | 0.48% | 1.51% | 2.72% | Q4 2022 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.47% | 0.49% | 0.54% | Q4 2022 | Q3 2023 | 4 |
TAYLOR ASSET MANAGEMENT INC | 3 | 1 | 0.14% | 0.22% | 0.32% | Q4 2017 | Q1 2019 | 4 |
CarsonAllaria Wealth Management, Ltd. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
JUPITER ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.16% | 0.61% | Q4 2021 | Q3 2022 | 4 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 4 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
READYSTATE ASSET MANAGEMENT LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Intrinsic Edge Capital Management LLC | 4 | 4 | 0.66% | 1.45% | 2.10% | Q2 2021 | Q1 2022 | 4 |
SOUTHPORT MANAGEMENT, L.L.C. | 3 | 1 | 2.22% | 4.54% | 5.66% | Q3 2016 | Q4 2017 | 4 |
LWMG, LLC | 4 | 4 | 0.96% | 1.12% | 1.24% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 0.67% | 0.74% | 0.80% | Q4 2022 | Q3 2023 | 4 |
CHILDRESS CAPITAL ADVISORS, LLC | 2 | 1 | 0.02% | 0.07% | 0.09% | Q4 2020 | Q4 2022 | 4 |
Applied Capital LLC/FL | 4 | 4 | 0.40% | 0.47% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Clifford Group, LLC | 4 | 4 | 0.32% | 0.36% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.34% | 0.37% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Lowell Blake & Associates Inc. | 4 | 4 | 0.67% | 0.82% | 0.94% | Q4 2019 | Q3 2020 | 4 |
Cedar Brook Financial Partners, LLC | 3 | 1 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q1 2023 | 4 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.06% | 0.23% | 0.46% | Q2 2013 | Q2 2015 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.28% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Atlas Private Wealth Advisors | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 4 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.40% | 0.42% | 0.43% | Q4 2022 | Q3 2023 | 4 |
BRIDGES INVESTMENT MANAGEMENT INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.34% | 0.41% | 0.48% | Q4 2022 | Q3 2023 | 4 |
ERTS Wealth Advisors, LLC | 4 | 4 | 0.11% | 0.15% | 0.18% | Q4 2018 | Q3 2019 | 4 |
GoalFusion Wealth Management, LLC | 4 | 4 | 0.32% | 0.37% | 0.44% | Q1 2023 | Q4 2023 | 4 |
Pine River Capital Management L.P. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2015 | 4 |
Ilmarinen Mutual Pension Insurance Co | 4 | 4 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
UNIVEST FINANCIAL Corp | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
BAILARD, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Global Wealth Management Investment Advisory, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Pensionfund DSM Netherlands | 2 | 2 | 0.00% | 0.25% | 0.67% | Q1 2017 | Q4 2021 | 4 |
LBP AM SA | 4 | 4 | 0.56% | 0.75% | 0.88% | Q4 2022 | Q3 2023 | 4 |
FDO Partners, LLC | 3 | 1 | 0.17% | 0.34% | 0.62% | Q4 2015 | Q2 2017 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.32% | 0.34% | 0.37% | Q4 2022 | Q3 2023 | 4 |
BANQUE PICTET & CIE SA | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 4 |
Invictus RG | 3 | 1 | 0.01% | 0.28% | 0.45% | Q4 2016 | Q3 2018 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.49% | 1.08% | 1.63% | Q4 2022 | Q3 2023 | 4 |
Frank, Rimerman Advisors LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 2.00% | 2.25% | 2.49% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.18% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Railway Pension Investments Ltd | 2 | 2 | 0.03% | 0.10% | 0.17% | Q3 2021 | Q2 2023 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
BALASA DINVERNO & FOLTZ LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 4 |
Core Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.62% | 0.70% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Alight Capital Management LP | 2 | 1 | 0.73% | 1.40% | 2.12% | Q4 2019 | Q1 2023 | 4 |
Versor Investments LP | 2 | 1 | 0.01% | 0.08% | 0.24% | Q3 2018 | Q4 2022 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.12% | 0.19% | 0.26% | Q1 2022 | Q3 2023 | 4 |
ROYCE & ASSOCIATES LP | 4 | 4 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.02% | 0.09% | Q4 2021 | Q1 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.13% | 0.15% | 0.17% | Q4 2017 | Q3 2018 | 4 |
CAPE COD FIVE CENTS SAVINGS BANK | 4 | 4 | 0.21% | 0.28% | 0.33% | Q1 2017 | Q4 2017 | 4 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.00% | 0.09% | 0.18% | Q2 2013 | Q1 2015 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
NICOLET ADVISORY SERVICES, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 4 |
Rathbones Group PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.32% | 0.35% | 0.36% | Q2 2013 | Q1 2014 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.06% | 0.16% | Q4 2016 | Q3 2023 | 4 |
CMT Capital Markets Trading GmbH | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 4 |
Optas, LLC | 3 | 1 | 0.07% | 0.08% | 0.08% | Q3 2020 | Q3 2023 | 4 |
Alpha Family Trust | 4 | 4 | 0.45% | 0.47% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Employers Holdings, Inc. | 3 | 1 | 0.09% | 0.17% | 0.20% | Q2 2019 | Q1 2021 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Marble Harbor Investment Counsel, LLC | 3 | 1 | 0.03% | 0.19% | 0.66% | Q1 2017 | Q3 2023 | 4 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.05% | 0.15% | Q4 2017 | Q1 2023 | 4 |
NAN FUNG TRINITY (HK) Ltd | 4 | 4 | 0.07% | 0.15% | 0.22% | Q2 2020 | Q1 2021 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
WealthStone, Inc. | 2 | 1 | 0.07% | 0.09% | 0.10% | Q2 2019 | Q1 2021 | 4 |
Janney Capital Management LLC | 2 | 2 | 0.13% | 0.62% | 0.93% | Q3 2022 | Q3 2023 | 4 |
PDT Partners, LLC | 2 | 1 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2022 | 4 |
SYMMETRY PEAK MANAGEMENT LLC | 2 | 2 | 0.13% | 0.37% | 1.06% | Q2 2017 | Q3 2019 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.04% | 0.12% | Q3 2022 | Q3 2023 | 4 |
Hudson Bay Capital Management LP | 2 | 1 | 0.03% | 0.12% | 0.38% | Q4 2017 | Q4 2022 | 4 |
Gibraltar Capital Management, Inc. | 4 | 4 | 0.20% | 0.29% | 0.33% | Q1 2021 | Q4 2021 | 4 |
Marlowe Partners LP | 3 | 1 | 0.91% | 9.04% | 12.17% | Q2 2017 | Q3 2018 | 4 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 3 | 1 | 0.04% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 4 |
Paragon Capital Management Ltd | 3 | 1 | 0.11% | 0.11% | 0.13% | Q1 2017 | Q1 2018 | 4 |
Carolina Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 4 |
J. Goldman & Co LP | 1 | 1 | 0.02% | 0.25% | 0.62% | Q1 2016 | Q2 2021 | 4 |
Telemark Asset Management, LLC | 3 | 1 | 0.68% | 1.76% | 2.30% | Q2 2015 | Q4 2020 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
FULTON BANK, N.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Carmignac Gestion | 4 | 4 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Aperture Investors, LLC | 3 | 1 | 0.65% | 0.87% | 1.40% | Q2 2020 | Q1 2022 | 4 |
WealthTrust Fairport, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2018 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.73% | 0.90% | 1.14% | Q4 2022 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 4 |
Kingdom Ridge Capital, LLC | 2 | 1 | 0.50% | 1.65% | 2.61% | Q3 2014 | Q1 2017 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 4 |
Calamos Wealth Management LLC | 4 | 4 | 0.40% | 0.45% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q1 2014 | 4 |
Stonehage Fleming (UK) Ltd | 4 | 4 | 0.71% | 0.75% | 0.78% | Q4 2013 | Q3 2014 | 4 |
Procyon Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 4 | 4 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q4 2019 | 4 |
COWEN INC. | 2 | 2 | 0.00% | 0.08% | 0.28% | Q4 2017 | Q4 2018 | 4 |
MANNING & NAPIER ADVISORS LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Callan Capital, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Relyea Zuckerberg Hanson LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Roof Eidam Maycock Peralta, LLC | 4 | 4 | 0.32% | 0.38% | 0.43% | Q4 2022 | Q3 2023 | 4 |
ATALANTA SOSNOFF CAPITAL, LLC | 4 | 4 | 0.19% | 0.85% | 1.11% | Q2 2017 | Q1 2018 | 4 |
FIRST QUADRANT LLC/CA | 2 | 1 | 0.06% | 0.26% | 0.51% | Q2 2015 | Q4 2021 | 4 |
Hutchin Hill Capital, LP | 4 | 4 | 0.09% | 0.19% | 0.32% | Q3 2016 | Q2 2017 | 4 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3 | 1 | 0.01% | 2.22% | 8.57% | Q3 2014 | Q1 2023 | 4 |
Parkwood LLC | 4 | 4 | 0.03% | 0.04% | 0.07% | Q1 2017 | Q4 2017 | 4 |
MUFG Securities EMEA plc | 2 | 2 | 0.00% | 0.04% | 0.11% | Q2 2018 | Q2 2020 | 4 |
Price Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 4 |
Newman Dignan & Sheerar, Inc. | 4 | 4 | 0.02% | 0.13% | 0.25% | Q2 2013 | Q1 2014 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Tree Line Advisors (Hong Kong) Ltd. | 4 | 4 | 8.39% | 9.62% | 10.69% | Q1 2021 | Q4 2021 | 4 |
GoalVest Advisory LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q1 2023 | Q4 2023 | 4 |
SECOR Capital Advisors, LP | 2 | 1 | 0.07% | 0.30% | 0.48% | Q3 2015 | Q1 2017 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q1 2022 | 4 |
ISLAY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.80% | 0.88% | 0.97% | Q4 2021 | Q3 2022 | 4 |
DUALITY ADVISERS, LP | 1 | 1 | 0.17% | 0.51% | 1.05% | Q1 2019 | Q4 2021 | 4 |
WALL STREET ASSOCIATES | 4 | 4 | 0.02% | 0.06% | 0.10% | Q2 2015 | Q1 2016 | 4 |
Optiver Holding B.V. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
Altman Advisors, Inc. | 4 | 4 | 1.49% | 2.04% | 2.44% | Q4 2017 | Q3 2018 | 4 |
Jacobus Wealth Management, Inc. | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q3 2017 | 4 |
GREENUP STREET WEALTH MANAGEMENT LLC | 3 | 1 | 0.34% | 0.37% | 0.40% | Q1 2022 | Q1 2023 | 4 |
Ford Financial Group, LLC | 3 | 1 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q4 2021 | 4 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.06% | 0.25% | Q2 2018 | Q4 2021 | 4 |
Tuscan Ridge Asset Management LLC | 3 | 1 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q4 2019 | 4 |
Confluence Wealth Services, Inc. | 3 | 1 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 4 |
Providence Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 4 |
Corton Capital Inc. | 2 | 2 | 0.14% | 0.25% | 0.37% | Q1 2022 | Q2 2023 | 4 |
COZAD ASSET MANAGEMENT INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Machina Capital S.A.S. | 2 | 2 | 0.17% | 0.36% | 0.46% | Q4 2018 | Q3 2022 | 4 |
Athanor Capital, LP | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q1 2021 | 4 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 1 | 0.08% | 0.29% | 0.39% | Q3 2020 | Q1 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Benchmark Investment Advisors LLC | 4 | 4 | 0.24% | 0.75% | 1.31% | Q4 2022 | Q3 2023 | 4 |
SOROS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.10% | 0.99% | 2.88% | Q1 2020 | Q3 2023 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 1.30% | 1.37% | 1.40% | Q1 2022 | Q4 2022 | 4 |
Brand Asset Management Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Holistic Financial Partners | 2 | 2 | 0.00% | 0.08% | 0.17% | Q4 2017 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
UBP Investment Advisors SA | 4 | 4 | 0.12% | 0.37% | 0.46% | Q3 2021 | Q2 2022 | 4 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.13% | 1.04% | 2.07% | Q2 2013 | Q2 2021 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
MAZAMA CAPITAL MANAGEMENT INC | 4 | 4 | 0.06% | 0.11% | 0.13% | Q1 2015 | Q4 2015 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Cercano Management LLC | 4 | 4 | 1.44% | 1.59% | 1.82% | Q4 2022 | Q3 2023 | 4 |
GAMBLE JONES INVESTMENT COUNSEL | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Minot Wealth Management LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
AGF MANAGEMENT LTD | 2 | 1 | 0.43% | 0.45% | 0.47% | Q4 2022 | Q3 2023 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q2 2022 | 3 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 3 | 3 | 0.46% | 0.52% | 0.59% | Q1 2018 | Q3 2018 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CHARTWELL INVESTMENT PARTNERS/PA | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q1 2014 | 3 |
LSV ASSET MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jupiter Investment Management Ltd | 3 | 3 | 0.00% | 0.06% | 0.19% | Q3 2015 | Q1 2016 | 3 |
GREENWOOD GEARHART INC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 3 |
SIMMONS FIRST TRUST CO NA | 2 | 1 | 0.05% | 0.29% | 0.43% | Q2 2013 | Q4 2015 | 3 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 3 | 3 | 2.48% | 2.57% | 2.70% | Q1 2013 | Q3 2013 | 3 |
VIKING GLOBAL INVESTORS LP | 2 | 1 | 0.57% | 0.95% | 1.24% | Q3 2018 | Q3 2020 | 3 |
VESTOR CAPITAL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
ADELL HARRIMAN & CARPENTER INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
WOODBURN R ROBERT JR | 3 | 3 | 0.24% | 0.25% | 0.26% | Q4 2012 | Q2 2013 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.32% | 0.87% | Q4 2020 | Q4 2021 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
MARATHON CAPITAL MANAGEMENT | 2 | 1 | 0.05% | 0.08% | 0.09% | Q4 2017 | Q3 2021 | 3 |
Harvest Capital Strategies LLC | 3 | 3 | 0.07% | 0.12% | 0.19% | Q2 2013 | Q4 2013 | 3 |
CRITERION CAPITAL MANAGEMENT LLC | 3 | 3 | 0.17% | 0.29% | 0.38% | Q3 2016 | Q1 2017 | 3 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 3 |
Channing Capital Management, LLC | 3 | 3 | 0.33% | 0.34% | 0.37% | Q1 2020 | Q3 2020 | 3 |
Saturna Capital CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 3 |
Bowling Portfolio Management LLC | 2 | 1 | 0.12% | 0.23% | 0.42% | Q3 2015 | Q2 2017 | 3 |
Senvest Management, LLC | 3 | 3 | 0.42% | 1.00% | 1.48% | Q4 2022 | Q2 2023 | 3 |
Cypress Capital Group | 3 | 3 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Waverton Investment Management Ltd | 3 | 3 | 0.11% | 0.11% | 0.12% | Q3 2013 | Q1 2014 | 3 |
Dunvegan Associates, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 3 |
Hartford Financial Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Geller Advisors LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 3 |
FOUNDERS BANK & TRUST | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2017 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 1.13% | 1.37% | 1.58% | Q1 2023 | Q3 2023 | 3 |
Platinum Management (NY) LLC | 2 | 1 | 0.24% | 1.69% | 3.09% | Q2 2013 | Q3 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2018 | 3 |
Crow Point Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Credo Capital Management, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2013 | 3 |
GLG INC. | 3 | 3 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q4 2013 | 3 |
Argent Advisors, Inc. | 2 | 1 | 0.01% | 0.07% | 0.10% | Q4 2019 | Q2 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2023 | Q3 2023 | 3 |
Avidian Wealth Solutions, LLC | 2 | 1 | 0.01% | 0.25% | 0.39% | Q1 2019 | Q4 2021 | 3 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q2 2016 | Q4 2016 | 3 |
Nikko Asset Management Americas, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2017 | 3 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 3 |
TIEDEMANN ADVISORS, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q2 2021 | 3 |
Westover Capital Advisors, LLC | 3 | 3 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q3 2018 | 3 |
Rock Creek Group, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 3 | 3 | 1.01% | 1.63% | 2.41% | Q2 2013 | Q4 2013 | 3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Bronson Point Management LLC | 1 | 1 | 1.17% | 2.06% | 2.82% | Q4 2018 | Q3 2021 | 3 |
Theleme Partners LLP | 3 | 3 | 5.49% | 5.74% | 5.96% | Q1 2021 | Q3 2021 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
SeaTown Holdings Pte. Ltd. | 3 | 3 | 0.65% | 0.96% | 1.47% | Q3 2020 | Q1 2021 | 3 |
Mizuho Securities Co. Ltd. | 3 | 3 | 0.06% | 0.13% | 0.21% | Q1 2019 | Q3 2019 | 3 |
USCA RIA LLC | 2 | 1 | 0.02% | 0.12% | 0.18% | Q1 2020 | Q2 2021 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.58% | 0.80% | 1.02% | Q4 2018 | Q2 2022 | 3 |
Redhawk Wealth Advisors, Inc. | 3 | 3 | 0.22% | 0.32% | 0.43% | Q1 2023 | Q3 2023 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.11% | 0.13% | 0.15% | Q1 2015 | Q4 2017 | 3 |
Duquesne Family Office | 2 | 1 | 0.43% | 0.65% | 0.85% | Q1 2019 | Q4 2020 | 3 |
Jackson Wealth Management, LLC | 3 | 3 | 0.51% | 0.77% | 0.90% | Q3 2021 | Q1 2022 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.03% | 0.46% | 0.99% | Q1 2014 | Q1 2019 | 3 |
Regent Investment Management LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 3 |
FNY Partners Fund LP | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q4 2017 | 3 |
ASHMORE WEALTH MANAGEMENT LLC | 3 | 3 | 1.00% | 1.03% | 1.06% | Q2 2013 | Q4 2013 | 3 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.80% | 1.65% | 2.79% | Q2 2021 | Q4 2021 | 3 |
Lowe Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.14% | 0.17% | 0.18% | Q4 2012 | Q2 2013 | 3 |
Addison Capital Co | 3 | 3 | 0.36% | 0.36% | 0.38% | Q1 2017 | Q3 2017 | 3 |
Riverview Trust Co | 3 | 3 | 0.01% | 0.05% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Advisors Preferred, LLC | 1 | 1 | 0.05% | 0.16% | 0.37% | Q4 2014 | Q3 2021 | 3 |
CG Asset Management LLC | 3 | 3 | 0.23% | 0.27% | 0.30% | Q4 2013 | Q2 2014 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 3 |
Mengis Capital Management, Inc. | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q2 2023 | 3 |
NIXON PEABODY TRUST CO | 3 | 3 | 0.16% | 0.24% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Karp Capital Management Corp | 2 | 1 | 0.01% | 0.04% | 0.10% | Q2 2015 | Q1 2017 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q2 2017 | 3 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Pensionfund Sabic | 2 | 1 | 0.00% | 0.38% | 0.70% | Q1 2017 | Q3 2021 | 3 |
Pluribus Labs, LLC | 3 | 3 | 0.24% | 0.94% | 1.43% | Q4 2021 | Q2 2022 | 3 |
CT Financial Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q1 2017 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Harfst & Associates, Inc. | 2 | 1 | 0.02% | 0.34% | 0.51% | Q1 2017 | Q3 2023 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pegasus Partners Ltd. | 3 | 3 | 0.20% | 0.26% | 0.36% | Q1 2017 | Q3 2017 | 3 |
First Affirmative Financial Network | 3 | 3 | 0.25% | 0.41% | 0.50% | Q2 2023 | Q4 2023 | 3 |
Silicon Valley Capital Partners | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Premier Fund Managers Ltd | 3 | 3 | 1.10% | 1.20% | 1.33% | Q2 2020 | Q4 2020 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
L2 Asset Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
JT Stratford LLC | 3 | 3 | 0.16% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Faithward Advisors, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Blue Granite Capital, LLC | 3 | 3 | 0.09% | 0.60% | 1.21% | Q2 2017 | Q4 2017 | 3 |
Donoghue Forlines LLC | 3 | 3 | 0.13% | 0.16% | 0.18% | Q3 2021 | Q1 2022 | 3 |
Arjuna Capital | 3 | 3 | 0.34% | 0.36% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Melqart Asset Management (UK) Ltd | 3 | 3 | 1.29% | 1.57% | 1.81% | Q3 2021 | Q1 2022 | 3 |
Providence First Trust Co | 3 | 3 | 0.39% | 0.43% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Haafor (Singapore) Pte. Ltd. | 3 | 3 | 0.37% | 0.59% | 0.80% | Q4 2019 | Q2 2020 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
One Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.14% | 0.26% | Q4 2017 | Q4 2022 | 3 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
55I, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2022 | 3 |
Financial Advocates Investment Management | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2022 | 3 |
Rossmore Private Capital | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q2 2023 | 3 |
Community Capital Management, LLC | 3 | 3 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q2 2019 | 3 |
Braun-Bostich & Associates Inc. | 2 | 1 | 0.00% | 0.20% | 0.38% | Q2 2020 | Q3 2023 | 3 |
Distillate Capital Partners LLC | 2 | 1 | 0.82% | 0.90% | 0.95% | Q4 2020 | Q3 2022 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MQS Management LLC | 1 | 1 | 0.50% | 0.64% | 0.77% | Q4 2021 | Q1 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ELEMENT POINTE ADVISORS, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Magnus Financial Group LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2020 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q2 2023 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Fairhaven Wealth Management, LLC | 3 | 3 | 0.25% | 0.26% | 0.26% | Q2 2019 | Q4 2019 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Trek Financial, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Joseph P. Lucia & Associates, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 3 |
Marcum Wealth, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Beck Bode, LLC | 2 | 1 | 0.19% | 0.60% | 1.39% | Q3 2020 | Q2 2021 | 3 |
Appian Way Asset Management LP | 2 | 1 | 1.24% | 2.59% | 4.83% | Q1 2020 | Q4 2020 | 3 |
Avalon Trust Co | 3 | 3 | 0.52% | 0.56% | 0.61% | Q1 2023 | Q3 2023 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sound Financial Strategies Group, LLC | 3 | 3 | 0.32% | 0.33% | 0.34% | Q2 2021 | Q4 2021 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 3 | 3 | 0.12% | 0.16% | 0.22% | Q2 2022 | Q4 2022 | 3 |
Consolidated Planning Corp | 2 | 1 | 0.04% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Alpha Paradigm Partners, LLC | 2 | 1 | 0.07% | 0.16% | 0.31% | Q2 2021 | Q1 2022 | 3 |
CLOVERFIELDS CAPITAL GROUP, LP | 3 | 3 | 0.64% | 0.87% | 1.05% | Q2 2021 | Q4 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
IAM Advisory, LLC | 3 | 3 | 0.46% | 0.46% | 0.48% | Q1 2023 | Q3 2023 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
qPULA Trading Management LP | 2 | 1 | 0.31% | 0.67% | 0.90% | Q3 2021 | Q2 2022 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.06% | 0.10% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WD RUTHERFORD LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Marshall Financial Group LLC | 3 | 3 | 0.23% | 0.38% | 0.68% | Q3 2021 | Q1 2022 | 3 |
MRA Advisory Group | 2 | 1 | 0.19% | 0.28% | 0.33% | Q3 2021 | Q3 2023 | 3 |
Mach-1 Financial Group, LLC | 3 | 3 | 0.01% | 0.47% | 1.36% | Q3 2022 | Q1 2023 | 3 |
TriaGen Wealth Management LLC | 3 | 3 | 0.84% | 0.89% | 0.99% | Q1 2023 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Golden State Equity Partners | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Capitolis Advisors LLC | 2 | 1 | 0.01% | 0.49% | 0.87% | Q4 2020 | Q4 2021 | 3 |
MONUMENTAL FINANCIAL GROUP INC. | 2 | 1 | 0.04% | 0.48% | 0.72% | Q2 2021 | Q3 2023 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.10% | 0.19% | 0.25% | Q3 2022 | Q1 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Delphia (USA) Inc. | 2 | 1 | 0.23% | 0.39% | 0.53% | Q1 2022 | Q1 2023 | 3 |
TPG GP A, LLC | 3 | 3 | 0.15% | 0.83% | 1.27% | Q4 2022 | Q2 2023 | 3 |
WEST MICHIGAN ADVISORS, LLC | 3 | 3 | 0.16% | 0.21% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
CATALYST FINANCIAL PARTNERS LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Beaumont Financial Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.29% | 0.48% | 0.61% | Q1 2023 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.12% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.21% | 0.28% | 0.39% | Q4 2022 | Q3 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 0.16% | 0.24% | 0.28% | Q4 2022 | Q2 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.16% | 0.21% | 0.26% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Foresight Global Investors, Inc. | 3 | 3 | 0.69% | 0.81% | 0.92% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.15% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.02% | 0.10% | 0.16% | Q4 2022 | Q2 2023 | 3 |
Halpern Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 3 |
WINTRUST INVESTMENTS LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MJP ASSOCIATES INC /ADV | 2 | 1 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 3 |
ARS Investment Partners, LLC | 3 | 3 | 0.22% | 0.37% | 0.45% | Q1 2023 | Q3 2023 | 3 |
CHEMUNG CANAL TRUST CO | 3 | 3 | 0.13% | 0.61% | 0.86% | Q2 2023 | Q4 2023 | 3 |
RESOURCE CONSULTING GROUP INC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q4 2021 | Q2 2022 | 3 |
PDS Planning, Inc | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ZWJ INVESTMENT COUNSEL INC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2017 | Q4 2017 | 3 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2017 | 3 |
ZWEIG ADVISERS LLC | 3 | 3 | 1.86% | 1.96% | 2.09% | Q4 2015 | Q2 2016 | 3 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q2 2014 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 3 |
DAVIS R M INC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 3 |
MILLER HOWARD INVESTMENTS INC /NY | 2 | 1 | 0.01% | 0.03% | 0.08% | Q2 2015 | Q4 2020 | 3 |
NIPPON LIFE INSURANCE CO | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q3 2017 | 3 |
SHUFRO ROSE & CO LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 3 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 3 | 3 | 0.24% | 0.24% | 0.25% | Q2 2015 | Q4 2015 | 3 |
Olstein Capital Management, L.P. | 3 | 3 | 0.73% | 0.83% | 0.88% | Q2 2013 | Q4 2013 | 3 |
BLOOM TREE PARTNERS, LLC | 2 | 2 | 1.85% | 1.88% | 1.91% | Q1 2023 | Q2 2023 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.03% | 0.11% | 0.19% | Q3 2013 | Q2 2014 | 2 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DSAM Partners (London) Ltd | 2 | 2 | 3.00% | 3.32% | 3.64% | Q1 2019 | Q2 2019 | 2 |
Canoe Financial LP | 2 | 2 | 0.17% | 0.22% | 0.28% | Q1 2023 | Q2 2023 | 2 |
QUENTEC ASSET MANAGEMENT LLC | 1 | 1 | 1.17% | 1.46% | 1.76% | Q4 2014 | Q4 2015 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.18% | 0.28% | 0.37% | Q3 2015 | Q1 2016 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.17% | 0.26% | 0.35% | Q2 2023 | Q3 2023 | 2 |
GSB Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Werba Rubin Papier Wealth Management | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
JSF Financial, LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q4 2022 | Q1 2023 | 2 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.20% | 0.26% | 0.32% | Q2 2020 | Q3 2020 | 2 |
Prentice Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Buck Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cognios Capital, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2017 | Q1 2020 | 2 |
Spearhead Capital Advisors, LLC | 2 | 2 | 0.06% | 0.26% | 0.46% | Q2 2022 | Q3 2022 | 2 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.05% | 0.15% | 0.25% | Q3 2014 | Q3 2015 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
VICUS CAPITAL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 2 |
BBT Capital Management, LLC | 1 | 1 | 0.03% | 0.21% | 0.40% | Q3 2015 | Q3 2018 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 2 |
PHILADELPHIA TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Carson Advisory Inc. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q1 2023 | Q2 2023 | 2 |
OFI INVEST ASSET MANAGEMENT | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2022 | 2 |
Kames Capital Management Ltd | 2 | 2 | 0.16% | 0.17% | 0.19% | Q2 2013 | Q3 2013 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.00% | 0.11% | 0.22% | Q2 2019 | Q4 2021 | 2 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
TLP GROUP LLC | 1 | 1 | 0.06% | 0.15% | 0.25% | Q4 2015 | Q2 2018 | 2 |
EDENTREE ASSET MANAGEMENT Ltd | 2 | 2 | 2.08% | 2.74% | 3.41% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Zenyatta Capital Management LP | 1 | 1 | 0.44% | 0.88% | 1.32% | Q4 2021 | Q2 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.86% | 0.97% | 1.08% | Q4 2019 | Q3 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CenterBook Partners LP | 2 | 2 | 0.12% | 0.15% | 0.18% | Q2 2023 | Q3 2023 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.75% | 0.78% | 0.80% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.14% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Ibex Investors LLC | 2 | 2 | 0.78% | 0.84% | 0.90% | Q3 2021 | Q4 2021 | 2 |
Rotella Capital Management, Inc. | 1 | 1 | 0.24% | 0.28% | 0.33% | Q2 2014 | Q4 2015 | 2 |
PFW Advisors LLC | 2 | 2 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Howard Capital Management Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q3 2021 | Q4 2021 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.12% | 0.28% | 0.44% | Q1 2017 | Q3 2017 | 2 |
INVESCO, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Redwood Investment Management, LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 2 |
Enterprise Bank & Trust Co | 2 | 2 | 0.59% | 0.60% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Gateway Advisory, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q3 2016 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.73% | 0.73% | 0.73% | Q2 2023 | Q3 2023 | 2 |
Andromeda Capital LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q3 2014 | Q3 2014 | 2 |
Parplus Partners | 1 | 1 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q4 2019 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Brandywine Global Investment Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2016 | Q2 2016 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q1 2023 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 2 |
EMINENCE CAPITAL, LP | 2 | 2 | 0.90% | 0.92% | 0.93% | Q4 2020 | Q1 2021 | 2 |
MANA Advisors LLC | 2 | 2 | 0.35% | 0.35% | 0.36% | Q4 2017 | Q1 2018 | 2 |
Highstreet Asset Management Inc. | 1 | 1 | 0.18% | 0.32% | 0.45% | Q1 2017 | Q4 2019 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.00% | 0.15% | 0.30% | Q1 2015 | Q2 2015 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2021 | 2 |
BBVA USA | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Innovative Portfolios | 2 | 2 | 0.77% | 0.77% | 0.77% | Q3 2021 | Q4 2021 | 2 |
SHELTON WEALTH MANAGEMENT, LLC | 2 | 2 | 0.54% | 0.56% | 0.58% | Q4 2021 | Q1 2022 | 2 |
Tairen Capital Ltd | 1 | 1 | 0.13% | 0.40% | 0.67% | Q1 2019 | Q3 2021 | 2 |
New Jersey Better Educational Savings Trust | 2 | 2 | 0.26% | 0.33% | 0.40% | Q3 2015 | Q4 2015 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q1 2022 | 2 |
ACCESS FINANCIAL SERVICES, INC. | 2 | 2 | 0.63% | 0.66% | 0.68% | Q2 2023 | Q3 2023 | 2 |
EMG Holdings, L.P. | 1 | 1 | 0.02% | 0.10% | 0.17% | Q3 2022 | Q3 2022 | 2 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.09% | 0.22% | 0.36% | Q4 2019 | Q2 2020 | 2 |
RAINIER INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q1 2016 | Q2 2016 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 2 |
Brookfield Asset Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
STUDIO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Fiduciary Group LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 1.26% | 1.28% | 1.29% | Q1 2023 | Q2 2023 | 2 |
Evercore Trust Company, N.A. | 2 | 2 | 0.30% | 0.32% | 0.34% | Q2 2015 | Q3 2015 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Point72 Europe (London) LLP | 1 | 1 | 0.46% | 0.50% | 0.54% | Q1 2023 | Q3 2023 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2019 | Q2 2019 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 2 |
Inscription Capital, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q2 2022 | 2 |
Private Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2020 | Q3 2020 | 2 |
Johnson & White Wealth Management, LLC | 1 | 1 | 0.21% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 2 |
BRAUN STACEY ASSOCIATES INC | 2 | 2 | 0.06% | 0.39% | 0.73% | Q1 2023 | Q2 2023 | 2 |
CHAPIN DAVIS, INC. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Eagle Ridge Investment Management | 2 | 2 | 0.21% | 0.23% | 0.25% | Q1 2015 | Q2 2015 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.06% | 0.10% | Q1 2017 | Q3 2019 | 2 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 2 |
Farmers National Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
ROBERTS GLORE & CO INC /IL/ | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Meritage Group LP | 2 | 2 | 3.46% | 4.05% | 4.63% | Q2 2023 | Q3 2023 | 2 |
BANK OF HAWAII | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
AM Squared Ltd | 2 | 2 | 0.11% | 0.16% | 0.21% | Q1 2023 | Q2 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.12% | 0.17% | 0.23% | Q4 2016 | Q2 2019 | 2 |
Seaport Global Advisors, LLC | 2 | 2 | 0.46% | 0.50% | 0.53% | Q4 2021 | Q1 2022 | 2 |
JB Capital LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q2 2022 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Tahithromos, L.L.C. | 2 | 2 | 3.52% | 5.31% | 7.09% | Q4 2015 | Q1 2016 | 2 |
Melvin Capital Management LP | 1 | 1 | 0.51% | 0.63% | 0.75% | Q1 2020 | Q4 2020 | 2 |
3G Capital Partners | 2 | 2 | 9.45% | 12.39% | 15.33% | Q2 2023 | Q3 2023 | 2 |
Buckley Wealth Management, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2023 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.07% | 0.13% | Q2 2015 | Q1 2017 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.27% | 0.30% | 0.32% | Q4 2022 | Q1 2023 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.04% | 0.16% | 0.27% | Q4 2018 | Q2 2023 | 2 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 2 |
Man Investments Ltd | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q2 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2013 | Q3 2013 | 2 |
PATTON FUND MANAGEMENT, INC. | 2 | 2 | 0.48% | 0.73% | 0.98% | Q2 2023 | Q3 2023 | 2 |
AMG National Trust Bank | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Ensemble Capital Management | 2 | 2 | 2.22% | 3.16% | 4.11% | Q2 2023 | Q3 2023 | 2 |
tru Independence LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
T. Rowe Price Investment Management, Inc. | 2 | 2 | 0.28% | 0.38% | 0.48% | Q2 2023 | Q3 2023 | 2 |
ASHFORD CAPITAL MANAGEMENT INC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q3 2021 | Q4 2021 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
BARDIN HILL MANAGEMENT PARTNERS LP | 2 | 2 | 0.46% | 1.28% | 2.11% | Q3 2021 | Q4 2021 | 2 |
Sutton Square Management L.P. | 2 | 2 | 4.41% | 4.45% | 4.48% | Q4 2017 | Q1 2018 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
Boussard & Gavaudan Investment Management LLP | 2 | 2 | 0.04% | 0.68% | 1.32% | Q4 2018 | Q1 2019 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.09% | 0.16% | Q3 2022 | Q1 2023 | 2 |
Beech Hill Advisors, Inc. | 1 | 1 | 0.12% | 0.17% | 0.23% | Q2 2014 | Q2 2017 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Twin Securities, Inc. | 1 | 1 | 8.17% | 8.59% | 9.00% | Q3 2021 | Q3 2021 | 2 |
LGT Fund Management Co Ltd. | 1 | 1 | 0.28% | 0.48% | 0.68% | Q2 2022 | Q3 2023 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Stux Capital Management, LLC | 1 | 1 | 0.06% | 0.17% | 0.28% | Q2 2013 | Q4 2013 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Sabal Trust CO | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.64% | 0.77% | 0.89% | Q1 2018 | Q2 2019 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
ANALYTIC INVESTORS, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2015 | Q1 2016 | 2 |
Bienville Capital Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2020 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.18% | 0.33% | Q3 2014 | Q3 2015 | 2 |
REGATTA CAPITAL GROUP, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
PALISADE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
FARALLON CAPITAL MANAGEMENT LLC | 2 | 2 | 1.70% | 1.90% | 2.10% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FCF Advisors LLC | 1 | 1 | 0.21% | 0.33% | 0.46% | Q3 2021 | Q1 2022 | 2 |
BEACON TRUST CO | 2 | 2 | 0.12% | 0.18% | 0.24% | Q2 2014 | Q3 2014 | 2 |
EverPoint Asset Management, LLC | 1 | 1 | 0.07% | 0.09% | 0.11% | Q2 2014 | Q2 2015 | 2 |
HF Advisory Group, LLC | 2 | 2 | 0.17% | 0.21% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Capital Impact Advisors, LLC | 2 | 2 | 0.47% | 0.50% | 0.53% | Q4 2015 | Q1 2016 | 2 |
DSC Advisors, L.P. | 1 | 1 | 0.07% | 0.17% | 0.26% | Q1 2022 | Q3 2022 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
REYNOLDS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2014 | Q2 2014 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 2 |
CURIAN CAPITAL LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2013 | Q1 2014 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.02% | 0.14% | 0.26% | Q1 2017 | Q2 2017 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.08% | 0.15% | 0.22% | Q2 2023 | Q3 2023 | 2 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q1 2021 | 2 |
SIGMA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.12% | 0.16% | 0.19% | Q2 2013 | Q3 2013 | 2 |
ALERUS FINANCIAL NA | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2021 | Q3 2021 | 2 |
AQR Arbitrage LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 2 |
KLCM Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
FOSTER & MOTLEY INC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q4 2015 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.69% | 0.69% | 0.69% | Q2 2013 | Q3 2013 | 2 |
HWG Holdings LP | 2 | 2 | 0.32% | 0.34% | 0.36% | Q2 2019 | Q3 2019 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 2 | 0.03% | 0.33% | 0.64% | Q1 2023 | Q2 2023 | 2 |
GENESEE VALLEY TRUST CO | 2 | 2 | 0.21% | 0.22% | 0.22% | Q3 2013 | Q4 2013 | 2 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.03% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.09% | 0.19% | 0.29% | Q1 2023 | Q2 2023 | 2 |
Veery Capital, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 0.49% | 0.94% | 1.40% | Q2 2015 | Q2 2015 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.10% | 0.21% | 0.32% | Q1 2021 | Q1 2021 | 2 |
STANSBERRY ASSET MANAGEMENT, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Bridgefront Capital, LLC | 2 | 2 | 0.31% | 0.35% | 0.38% | Q4 2022 | Q1 2023 | 2 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Oak Harvest Investment Services | 2 | 2 | 0.09% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
CAPITAL MANAGEMENT CORP /VA | 1 | 1 | 1.13% | 1.13% | 1.14% | Q3 2013 | Q1 2014 | 2 |
McLean Asset Management Corp | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q2 2023 | 2 |
44 WEALTH MANAGEMENT LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
FORTEM FINANCIAL GROUP, LLC | 2 | 2 | 0.40% | 0.44% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Well Done, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
PRIVATE CAPITAL MANAGEMENT INC | 2 | 2 | 0.41% | 0.43% | 0.46% | Q2 2017 | Q3 2017 | 2 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.13% | 0.35% | 0.58% | Q4 2015 | Q2 2017 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.24% | 0.48% | Q4 2022 | Q1 2023 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.19% | 0.23% | 0.28% | Q2 2022 | Q4 2022 | 2 |
Sunflower Bank, N.A. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
MD Financial Management Inc. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2021 | 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 |
CEDAR CAPITAL, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2019 | Q4 2019 | 2 |
TIEMANN INVESTMENT ADVISORS, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Great Diamond Partners, LLC | 1 | 1 | 0.10% | 0.11% | 0.11% | Q4 2019 | Q4 2020 | 2 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Stevard, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2020 | Q3 2020 | 2 |
iSAM Funds (UK) Ltd | 2 | 2 | 0.27% | 0.34% | 0.41% | Q1 2023 | Q2 2023 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
High Pines Wealth Management, LLC | 2 | 2 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q1 2021 | 2 |
PHYSICIANS FINANCIAL SERVICES, INC. | 2 | 2 | 0.01% | 0.07% | 0.14% | Q4 2015 | Q1 2016 | 2 |
Tempus Wealth Planning, LLC | 2 | 2 | 0.16% | 0.23% | 0.30% | Q3 2022 | Q4 2022 | 2 |
Shay Capital LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
Aspen Grove Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q2 2023 | 2 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2017 | Q2 2017 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2016 | Q4 2016 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2023 | Q1 2023 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
300 NORTH CAPITAL, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2013 | Q3 2013 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2021 | Q1 2021 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Espalier Global Management LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2015 | Q4 2015 | 1 |
Genus Capital Management Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
CI Global Investments Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2015 | Q3 2015 | 1 |
RWC Asset Management LLP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2019 | Q2 2019 | 1 |
Smart Portfolios, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Wharton Business Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2014 | 1 |
FRIESS ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2021 | Q1 2021 | 1 |
Salient Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SRB CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MISSOURI VALLEY PARTNERS, INC. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2013 | Q2 2013 | 1 |
SWARTHMORE GROUP INC | 1 | 1 | 2.82% | 2.82% | 2.82% | Q2 2013 | Q2 2013 | 1 |
CRAWFORD INVESTMENT COUNSEL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2014 | Q1 2014 | 1 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2015 | Q1 2015 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2019 | Q3 2019 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2018 | Q1 2018 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 4.55% | 4.55% | 4.55% | Q1 2023 | Q1 2023 | 1 |
Crestwood Capital Management, L.P. | 1 | 1 | 4.40% | 4.40% | 4.40% | Q2 2021 | Q2 2021 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2019 | Q4 2019 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2014 | Q3 2014 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CAPITAL GROWTH MANAGEMENT LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2017 | Q1 2017 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Indices-Pac Research Corp. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2013 | Q3 2013 | 1 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
CTC LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Horizon Investment Services, LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q2 2023 | Q2 2023 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SPC Financial, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2015 | Q4 2015 | 1 |
Parametric Risk Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Tradeworx Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
1st Global Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2017 | Q1 2017 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q3 2013 | 1 |
Private Capital Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2015 | Q3 2015 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Empire Capital Management, L.L.C. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2014 | Q2 2014 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2016 | Q4 2016 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Impala Asset Management LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2021 | Q2 2021 | 1 |
OTA Financial Group L.P. | 1 | 1 | 1.54% | 1.54% | 1.54% | Q4 2020 | Q4 2020 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2016 | Q4 2016 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2017 | Q1 2017 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
StoneX Group Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Scepter Holdings, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q2 2016 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 36.78% | 36.78% | 36.78% | Q2 2013 | Q2 2013 | 1 |
LAU ASSOCIATES LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
CYPRESS GROWTH FUND III LP | 1 | 1 | 2.84% | 2.84% | 2.84% | Q3 2021 | Q3 2021 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
TKG Advisors, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2023 | Q1 2023 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
COWA, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Diversified, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Stenahm Asset Managment Ltd | 1 | 1 | 3.74% | 3.74% | 3.74% | Q2 2021 | Q2 2021 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2023 | Q1 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Tenere Capital LLC | 1 | 1 | 4.27% | 4.27% | 4.27% | Q4 2021 | Q4 2021 | 1 |
One01 Capital, LP | 1 | 1 | 4.32% | 4.32% | 4.32% | Q2 2023 | Q2 2023 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
NIA IMPACT ADVISORS, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2020 | Q4 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Veracity Capital LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
Cartenna Capital, LP | 1 | 1 | 4.47% | 4.47% | 4.47% | Q4 2021 | Q4 2021 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Citizens National Bank Trust Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2022 | Q3 2022 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Douglass Winthrop Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Fermata Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2019 | Q4 2019 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Americana Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Watson Rebecca | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Hyperion Capital Advisors LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CXI Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Olympiad Research LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
GLENHILL ADVISORS LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2013 | Q3 2013 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 1.89% | 1.89% | 1.89% | Q1 2023 | Q1 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
DENDUR CAPITAL LP | 1 | 1 | 1.93% | 1.93% | 1.93% | Q3 2021 | Q3 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FRG Family Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
SORA INVESTORS LLC | 1 | 1 | 4.51% | 4.51% | 4.51% | Q3 2023 | Q3 2023 | 1 |
Miramar Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
SBB Research Group LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Mill Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Polarity Investment Partners LP | 1 | 1 | 3.26% | 3.26% | 3.26% | Q4 2021 | Q4 2021 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bernardo Wealth Planning LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oak Thistle LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
One68 Global Capital, LLC | 1 | 1 | 2.43% | 2.43% | 2.43% | Q4 2020 | Q4 2020 | 1 |
Andesa Financial Management Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Sepio Capital, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
D1 Capital Partners L.P. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Unigestion Holding SA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PayPay Securities Corp | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ellenbecker Investment Group | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
G&S Capital LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2023 | Q1 2023 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2017 | Q4 2017 | 1 |
Troluce Capital Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Kellett Wealth Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Poehling Capital Management, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CTC Capital Management, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2022 | Q4 2022 | 1 |
Ballast, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Eschler Asset Management LLP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2021 | Q4 2021 | 1 |
Voss Capital, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Kula Investments, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2021 | Q2 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Gradient Capital Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2018 | Q2 2018 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Doman Group, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2021 | Q4 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Sterling Investment Counsel, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Markets Trading UK LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2021 | Q4 2021 | 1 |
AMS Capital Ltda | 1 | 1 | 6.14% | 6.14% | 6.14% | Q1 2018 | Q1 2018 | 1 |
ERN LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2022 | Q2 2022 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Utah Peaks Capital Inc | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2022 | Q4 2022 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2023 | Q2 2023 | 1 |
Geneva Partners, LLC | 1 | 1 | 3.13% | 3.13% | 3.13% | Q1 2023 | Q1 2023 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
EQUITEC SPECIALISTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q2 2017 | Q2 2017 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AustralianSuper Pty Ltd | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
Jafra Capital Management LP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2018 | Q2 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
ThornTree Capital Partners LP | 1 | 1 | 5.29% | 5.29% | 5.29% | Q1 2023 | Q1 2023 | 1 |
Vantis Investment Advisers L.P. | 1 | 1 | 4.18% | 4.18% | 4.18% | Q3 2021 | Q3 2021 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Skye Global Management LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2023 | Q1 2023 | 1 |
Redwood Wealth Management Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HOWLAND CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
GLAZER CAPITAL, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2016 | Q4 2016 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2023 | Q1 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
West Tower Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Oliver Luxxe Assets LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2015 | Q4 2015 | 1 |
Signition LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2018 | Q2 2018 | 1 |
Opera Trading Capital | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2017 | Q2 2017 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
St. Louis Trust Co | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
FengHe Fund Management Pte. Ltd. | 1 | 1 | 3.44% | 3.44% | 3.44% | Q1 2022 | Q1 2022 | 1 |
Deane Retirement Strategies, Inc. | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2019 | Q4 2019 | 1 |
MAIRS & POWER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CAPITAL INTERNATIONAL LTD /CA/ | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
DARRELL & KING LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
RIT CAPITAL PARTNERS PLC | 1 | 1 | 2.79% | 2.79% | 2.79% | Q3 2023 | Q3 2023 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2017 | Q1 2017 | 1 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Savoie Capital LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Optimal Asset Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ROWLANDMILLER & PARTNERS.ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Farmer Steven Patrick | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2022 | Q2 2022 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2017 | Q4 2017 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Tech Square Trading LP | 1 | 1 | 1.08% | 1.08% | 1.08% | Q1 2019 | Q1 2019 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Eukles Asset Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Credit Capital Investments LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2021 | Q4 2021 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q3 2015 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 2.05% | 2.05% | 2.05% | Q1 2023 | Q1 2023 | 1 |
Insight Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2017 | Q4 2017 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q3 2017 | Q3 2017 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
ACCIDENT COMPENSATION CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2017 | Q4 2017 | 1 |
Ally Financial Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Mitra Capital LLC | 1 | 1 | 8.50% | 8.50% | 8.50% | Q3 2017 | Q3 2017 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2016 | Q4 2016 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q2 2015 | Q2 2015 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2014 | Q1 2014 | 1 |
Plancorp, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Moreno Evelyn V | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
STEPH & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ADI CAPITAL MANAGEMENT LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2019 | Q4 2019 | 1 |
EA Series Trust | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2018 | Q1 2018 | 1 |
Shellback Capital, LP | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2020 | Q2 2020 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2019 | Q1 2019 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Kernodle & Katon Asset Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Sculptor Capital LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2021 | Q1 2021 | 1 |
Scoria Capital Partners LP | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2015 | Q2 2015 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q2 2019 | Q2 2019 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2020 | Q2 2020 | 1 |
COMMUNITY BANK SYSTEM, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Palestra Capital Management LLC | 1 | 1 | 3.28% | 3.28% | 3.28% | Q4 2020 | Q4 2020 | 1 |
Lourd Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Redmond Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
Trivest Advisors Ltd | 1 | 1 | 2.07% | 2.07% | 2.07% | Q1 2021 | Q1 2021 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Saltoro Capital, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2021 | Q3 2021 | 1 |
Kellner Capital, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2020 | Q3 2020 | 1 |
Quadrature Capital LLP | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2015 | Q1 2015 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2017 | Q2 2017 | 1 |
External links
This page lists all the filers that currently own ANALOG DEVICES INC or have owned ANALOG DEVICES INC in the past.