Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 124 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.07% | Q1 2012 | Q3 2023 | 116 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 109 |
Parallax Volatility Advisers, L.P. | 41 | 41 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q2 2023 | 105 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.03% | 0.45% | Q2 2013 | Q3 2023 | 105 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 105 |
Citadel Advisors | 31 | 10 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 98 |
JANE STREET GROUP, LLC | 36 | 1 | 0.00% | 0.03% | 0.37% | Q1 2014 | Q3 2023 | 91 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 88 |
WOLVERINE TRADING, LLC | 26 | 3 | 0.00% | 0.03% | 0.15% | Q2 2016 | Q3 2023 | 84 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 81 |
Twin Tree Management, LP | 20 | 15 | 0.00% | 0.07% | 0.35% | Q4 2012 | Q3 2021 | 79 |
Cutler Group LLC / CA | 17 | 10 | 0.00% | 0.04% | 0.44% | Q4 2015 | Q3 2023 | 76 |
D. E. Shaw & Co., Inc. | 33 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 74 |
HAP Trading, LLC | 31 | 1 | 0.00% | 0.08% | 2.88% | Q2 2014 | Q2 2023 | 65 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 63 |
EXANE DERIVATIVES | 22 | 5 | 0.00% | 0.25% | 2.23% | Q3 2015 | Q2 2022 | 60 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.04% | 0.32% | Q2 2013 | Q2 2018 | 59 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 58 |
NOMURA HOLDINGS INC | 12 | 1 | 0.00% | 0.10% | 1.19% | Q4 2012 | Q1 2022 | 57 |
CAPITAL FUND MANAGEMENT S.A. | 17 | 1 | 0.00% | 0.07% | 0.37% | Q2 2013 | Q3 2023 | 56 |
HUNTINGTON NATIONAL BANK | 52 | 52 | 0.00% | 0.01% | 0.03% | Q4 2010 | Q3 2023 | 52 |
PEAK6 Investments LLC | 16 | 4 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 52 |
MILLENNIUM MANAGEMENT LLC | 19 | 6 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 50 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.04% | 0.15% | Q4 2010 | Q3 2022 | 48 |
TORONTO DOMINION BANK | 35 | 7 | 0.00% | 0.00% | 0.03% | Q1 2013 | Q3 2023 | 47 |
HSBC HOLDINGS PLC | 38 | 1 | 0.00% | 0.03% | 0.26% | Q1 2012 | Q4 2022 | 45 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 45 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.08% | 0.43% | Q2 2013 | Q1 2017 | 45 |
BEACH INVESTMENT COUNSEL INC/PA | 44 | 44 | 0.08% | 0.79% | 3.37% | Q1 2013 | Q4 2023 | 44 |
HighTower Advisors, LLC | 33 | 8 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 44 |
First Horizon Advisors, Inc. | 33 | 11 | 0.00% | 0.02% | 0.10% | Q1 2012 | Q3 2023 | 44 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 44 |
BANK OF MONTREAL /CAN/ | 37 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 44 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 44 |
LPL Financial LLC | 41 | 41 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 43 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.01% | 0.05% | Q1 2013 | Q3 2023 | 43 |
TWO SIGMA SECURITIES, LLC | 9 | 1 | 0.00% | 0.02% | 0.12% | Q2 2017 | Q3 2023 | 43 |
DEUTSCHE BANK AG\ | 37 | 37 | 0.00% | 0.01% | 0.12% | Q3 2013 | Q3 2022 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.10% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 43 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JACOBS & CO/CA | 42 | 42 | 0.35% | 0.63% | 0.99% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.11% | 0.92% | 2.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 42 | 42 | 0.00% | 0.30% | 0.66% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.01% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.18% | 0.39% | 0.52% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.01% | 0.52% | 1.28% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.11% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Clarkston Capital Partners, LLC | 42 | 42 | 0.30% | 1.06% | 2.14% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.12% | 0.50% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.87% | 1.88% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.41% | 1.08% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.00% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 27 | 14 | 0.03% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 41 | 41 | 0.01% | 0.29% | 0.59% | Q3 2013 | Q3 2023 | 41 |
Invesco Ltd. | 41 | 41 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q2 2023 | 41 |
JNBA Financial Advisors | 21 | 20 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
RAYMOND JAMES TRUST N.A. | 41 | 41 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q2 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 41 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 40 |
SG Americas Securities, LLC | 22 | 5 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 40 |
REGIONS FINANCIAL CORP | 37 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 40 |
Neuberger Berman Group LLC | 31 | 2 | 0.00% | 0.05% | 0.35% | Q2 2013 | Q3 2023 | 40 |
BESSEMER GROUP INC | 38 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 10 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.11% | 0.25% | Q1 2014 | Q3 2023 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.00% | 0.03% | 0.24% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q4 2022 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2022 | 38 |
FAYEZ SAROFIM & CO | 38 | 38 | 0.00% | 0.38% | 0.90% | Q2 2014 | Q3 2023 | 38 |
THOMPSON SIEGEL & WALMSLEY LLC | 28 | 10 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 38 |
FDx Advisors, Inc. | 26 | 1 | 0.01% | 0.05% | 0.25% | Q3 2013 | Q3 2023 | 38 |
Private Advisor Group, LLC | 34 | 3 | 0.00% | 0.05% | 0.13% | Q2 2014 | Q3 2023 | 37 |
Mirae Asset Global Investments Co., Ltd. | 23 | 3 | 0.00% | 0.31% | 1.28% | Q4 2011 | Q4 2021 | 37 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 36 | 36 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 37 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 25 | 12 | 0.07% | 5.66% | 24.68% | Q2 2013 | Q4 2022 | 37 |
SIGNATUREFD, LLC | 27 | 10 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 37 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.11% | 0.42% | 0.63% | Q2 2013 | Q1 2022 | 36 |
First Personal Financial Services | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q1 2022 | 36 |
Bartlett & Co. LLC | 26 | 3 | 0.00% | 0.53% | 1.07% | Q2 2013 | Q3 2022 | 36 |
PITTENGER & ANDERSON INC | 21 | 1 | 0.01% | 0.08% | 0.25% | Q2 2014 | Q3 2023 | 36 |
BECK MACK & OLIVER LLC | 36 | 36 | 0.02% | 2.17% | 3.78% | Q2 2013 | Q1 2022 | 36 |
Cetera Advisor Networks LLC | 31 | 2 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 35 |
KEYBANK NATIONAL ASSOCIATION/OH | 17 | 2 | 0.00% | 0.04% | 0.40% | Q4 2012 | Q1 2023 | 35 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q4 2021 | 35 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 35 |
PROFUND ADVISORS LLC | 20 | 14 | 0.03% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.05% | 0.26% | Q4 2013 | Q3 2023 | 34 |
B. Riley Wealth Advisors, Inc. | 17 | 1 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 34 |
BLUESTEIN R H & CO LLC | 25 | 1 | 0.01% | 0.19% | 1.95% | Q2 2013 | Q2 2022 | 34 |
Renaissance Technologies | 24 | 1 | 0.00% | 0.06% | 0.16% | Q3 2013 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 34 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.10% | 0.18% | 0.32% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.08% | 0.16% | Q2 2015 | Q3 2023 | 34 |
1832 Asset Management L.P. | 28 | 1 | 0.00% | 0.04% | 0.20% | Q3 2013 | Q3 2023 | 34 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q1 2018 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 34 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2021 | 34 |
Sigma Planning Corp | 20 | 14 | 0.01% | 0.04% | 0.20% | Q4 2014 | Q2 2023 | 34 |
TRUIST FINANCIAL CORP | 18 | 16 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 34 |
Kistler-Tiffany Companies, LLC | 22 | 12 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2023 | 34 |
Freestone Capital Holdings, LLC | 33 | 33 | 0.01% | 0.12% | 0.57% | Q2 2015 | Q2 2023 | 33 |
PEAPACK GLADSTONE FINANCIAL CORP | 24 | 3 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 33 |
Soroban Capital Partners LP | 19 | 19 | 0.96% | 6.40% | 13.35% | Q4 2013 | Q2 2018 | 33 |
BROWN ADVISORY INC | 30 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q1 2023 | 33 |
Moors & Cabot, Inc. | 19 | 14 | 0.02% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 33 |
GUARDIAN CAPITAL ADVISORS LP | 33 | 33 | 0.03% | 0.36% | 0.82% | Q2 2014 | Q2 2022 | 33 |
GLENMEDE TRUST CO NA | 33 | 33 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2021 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 33 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21 | 12 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 33 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 28 | 4 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 32 |
WELCH & FORBES LLC | 20 | 4 | 0.00% | 0.44% | 0.85% | Q2 2013 | Q3 2021 | 32 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 28 | 4 | 0.00% | 0.10% | 0.18% | Q4 2014 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 32 |
FIRST FOUNDATION ADVISORS | 28 | 4 | 0.01% | 1.25% | 2.98% | Q2 2013 | Q2 2021 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q4 2023 | 32 |
Compagnie Lombard Odier SCmA | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 32 |
CIBC WORLD MARKET INC. | 31 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 32 |
ASSOCIATED BANC-CORP | 32 | 32 | 0.01% | 0.54% | 0.99% | Q3 2013 | Q2 2021 | 32 |
FIRST TRUST ADVISORS LP | 24 | 3 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q2 2023 | 32 |
Sculptor Capital LP | 11 | 1 | 0.00% | 0.64% | 1.88% | Q2 2013 | Q2 2023 | 32 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.12% | 0.20% | Q2 2013 | Q4 2020 | 31 |
NEW ENGLAND ASSET MANAGEMENT INC | 31 | 31 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q4 2020 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 31 | 31 | 0.13% | 0.24% | 0.38% | Q2 2013 | Q4 2020 | 31 |
Cubist Systematic Strategies, LLC | 8 | 2 | 0.00% | 0.03% | 0.14% | Q2 2014 | Q3 2023 | 31 |
SEI INVESTMENTS CO | 22 | 1 | 0.00% | 0.03% | 0.12% | Q4 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 31 |
FIRST FINANCIAL CORP /IN/ | 31 | 31 | 0.00% | 0.23% | 0.61% | Q2 2013 | Q4 2020 | 31 |
STATE STREET CORP | 20 | 11 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 31 |
BENNICAS & ASSOCIATES, INC. | 21 | 10 | 0.20% | 0.66% | 1.00% | Q4 2014 | Q4 2022 | 31 |
Plante Moran Financial Advisors, LLC | 28 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q1 2023 | 31 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 23 | 8 | 1.52% | 4.23% | 8.95% | Q3 2015 | Q2 2023 | 31 |
TOMPKINS FINANCIAL CORP | 27 | 3 | 0.00% | 0.25% | 0.47% | Q2 2013 | Q2 2023 | 30 |
MAVERICK CAPITAL LTD | 26 | 1 | 0.01% | 1.39% | 3.82% | Q2 2013 | Q3 2022 | 30 |
Johnson Financial Group, Inc. | 30 | 30 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2020 | 30 |
Glenview Trust Co | 15 | 1 | 0.01% | 0.30% | 1.45% | Q4 2012 | Q3 2023 | 30 |
Parkside Financial Bank & Trust | 23 | 7 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 30 |
CITY HOLDING CO | 29 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 30 |
GFS Advisors, LLC | 29 | 1 | 0.02% | 1.35% | 4.27% | Q1 2016 | Q3 2023 | 30 |
Narwhal Capital Management | 20 | 3 | 0.02% | 0.37% | 1.06% | Q2 2015 | Q3 2023 | 30 |
Bragg Financial Advisors, Inc | 30 | 30 | 0.01% | 0.16% | 0.27% | Q4 2014 | Q1 2022 | 30 |
GEODE CAPITAL MANAGEMENT, LLC | 28 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 29 |
Mawer Investment Management Ltd. | 29 | 29 | 0.01% | 0.12% | 0.54% | Q2 2013 | Q2 2020 | 29 |
Fiera Capital Corp | 29 | 29 | 0.00% | 0.21% | 0.53% | Q4 2013 | Q4 2020 | 29 |
Regent Investment Management LLC | 26 | 3 | 0.05% | 0.35% | 0.82% | Q4 2014 | Q1 2022 | 29 |
Sather Financial Group Inc | 28 | 1 | 0.04% | 1.04% | 2.76% | Q2 2013 | Q4 2022 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q4 2020 | 29 |
Checchi Capital Advisers, LLC | 25 | 1 | 0.02% | 0.09% | 0.16% | Q4 2013 | Q2 2021 | 29 |
COLONY GROUP LLC | 15 | 14 | 0.01% | 0.33% | 1.68% | Q2 2013 | Q3 2023 | 29 |
Financial Architects, Inc | 16 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2023 | 29 |
WEDBUSH SECURITIES INC | 29 | 29 | 0.01% | 0.05% | 0.12% | Q1 2016 | Q1 2023 | 29 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 27 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 28 |
MAI Capital Management | 27 | 1 | 0.01% | 0.12% | 0.49% | Q1 2014 | Q3 2023 | 28 |
TD ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 28 |
Elgethun Capital Management | 28 | 28 | 0.12% | 1.72% | 3.18% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.03% | 0.07% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Ninety One UK Ltd | 28 | 28 | 0.20% | 0.57% | 0.92% | Q2 2013 | Q1 2020 | 28 |
Ally Financial Inc. | 28 | 28 | 0.50% | 0.88% | 1.42% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 28 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 23 | 5 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2022 | 28 |
FARMERS & MERCHANTS INVESTMENTS INC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
Capco Asset Management, LLC | 28 | 28 | 0.00% | 3.63% | 6.38% | Q4 2016 | Q3 2023 | 28 |
WEIK CAPITAL MANAGEMENT | 28 | 28 | 0.22% | 1.13% | 1.72% | Q2 2013 | Q1 2020 | 28 |
World Asset Management Inc | 28 | 28 | 0.06% | 0.30% | 0.50% | Q2 2013 | Q1 2020 | 28 |
LAZARD ASSET MANAGEMENT LLC | 27 | 1 | 0.00% | 0.32% | 0.64% | Q2 2013 | Q3 2023 | 28 |
Kavar Capital Partners, LLC | 28 | 28 | 0.25% | 1.61% | 2.32% | Q4 2013 | Q3 2020 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2022 | 28 |
Carroll Financial Associates, Inc. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2021 | 28 |
NewSquare Capital LLC | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2022 | 27 |
Perkins Coie Trust Co | 26 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2021 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.07% | 0.17% | Q2 2014 | Q4 2021 | 27 |
Atria Investments, Inc | 13 | 1 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 27 |
Jefferies Group LLC | 10 | 2 | 0.00% | 0.06% | 0.36% | Q2 2013 | Q4 2018 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 26 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q2 2020 | 27 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 27 | 27 | 0.02% | 0.27% | 0.75% | Q4 2016 | Q2 2023 | 27 |
CWM, LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 27 |
Roundview Capital LLC | 18 | 1 | 0.03% | 0.49% | 1.77% | Q3 2013 | Q2 2021 | 27 |
Freedom Investment Management, Inc. | 27 | 27 | 0.02% | 0.03% | 0.08% | Q1 2013 | Q3 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
GREENLEAF TRUST | 14 | 3 | 0.00% | 0.09% | 0.68% | Q2 2015 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Ironwood Investment Counsel, LLC | 27 | 27 | 0.84% | 1.20% | 1.79% | Q1 2017 | Q3 2023 | 27 |
Cook & Bynum Capital Management, LLC | 27 | 27 | 11.83% | 27.20% | 40.95% | Q1 2017 | Q3 2023 | 27 |
Prospera Financial Services Inc | 14 | 2 | 0.02% | 0.05% | 0.13% | Q3 2015 | Q3 2023 | 27 |
STERLING INVESTMENT MANAGEMENT, LLC | 27 | 27 | 0.50% | 1.62% | 2.58% | Q2 2013 | Q4 2019 | 27 |
SALEM INVESTMENT COUNSELORS INC | 19 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 26 |
Lenox Wealth Advisors, LLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 26 |
EAGLE GLOBAL ADVISORS LLC | 26 | 26 | 0.08% | 0.15% | 0.25% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.05% | 0.11% | Q3 2016 | Q3 2023 | 26 |
SIMPLEX TRADING, LLC | 14 | 1 | 0.00% | 0.04% | 0.25% | Q1 2015 | Q3 2023 | 26 |
Laurion Capital Management LP | 11 | 1 | 0.00% | 0.18% | 0.84% | Q1 2015 | Q2 2019 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
CAMBRIDGE TRUST CO | 22 | 4 | 0.00% | 0.58% | 1.31% | Q2 2013 | Q1 2023 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Chevy Chase Trust Holdings, LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 26 |
ETRADE Capital Management LLC | 23 | 1 | 0.00% | 0.04% | 0.16% | Q3 2013 | Q3 2020 | 26 |
TRUE Private Wealth Advisors | 19 | 1 | 0.03% | 0.20% | 0.74% | Q2 2016 | Q3 2023 | 25 |
BOSTON ADVISORS LLC | 22 | 3 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2019 | 25 |
Jump Trading, LLC | 4 | 1 | 0.00% | 0.05% | 0.20% | Q1 2015 | Q1 2019 | 25 |
Harbor Advisors LLC | 21 | 4 | 0.05% | 0.14% | 0.30% | Q4 2016 | Q1 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q2 2023 | 25 |
Thomasville National Bank | 25 | 25 | 0.06% | 0.69% | 1.57% | Q3 2017 | Q3 2023 | 25 |
BALDWIN BROTHERS LLC/MA | 24 | 1 | 0.00% | 0.79% | 2.50% | Q2 2013 | Q4 2022 | 25 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 18 | 7 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q2 2020 | 25 |
Bollard Group LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2023 | 25 |
SYNOVUS FINANCIAL CORP | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2020 | 25 |
SouthState Corp | 16 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q2 2023 | 25 |
Valeo Financial Advisors, LLC | 19 | 3 | 0.00% | 0.11% | 0.56% | Q3 2017 | Q3 2023 | 25 |
First PREMIER Bank | 25 | 25 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q1 2023 | 25 |
AR ASSET MANAGEMENT INC | 25 | 25 | 0.08% | 0.17% | 0.34% | Q2 2016 | Q2 2022 | 25 |
Endurance Wealth Management, Inc. | 14 | 11 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 25 |
Oakworth Capital, Inc. | 23 | 2 | 0.00% | 0.04% | 0.13% | Q4 2014 | Q2 2021 | 25 |
Ulysses Management LLC | 22 | 22 | 0.41% | 2.68% | 9.08% | Q2 2013 | Q3 2018 | 25 |
BOSTON FAMILY OFFICE LLC | 25 | 25 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q2 2019 | 25 |
Hikari Power Ltd | 25 | 25 | 0.09% | 0.91% | 3.12% | Q3 2015 | Q3 2021 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.14% | 0.61% | Q4 2016 | Q3 2023 | 25 |
Veritable, L.P. | 23 | 1 | 0.00% | 0.15% | 0.30% | Q4 2012 | Q2 2020 | 25 |
Glassman Wealth Services | 23 | 1 | 0.00% | 0.08% | 0.24% | Q4 2016 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 24 |
MACQUARIE GROUP LTD | 16 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q3 2021 | 24 |
Stockman Wealth Management, Inc. | 21 | 3 | 1.19% | 1.58% | 1.93% | Q1 2017 | Q1 2023 | 24 |
SVB WEALTH LLC | 20 | 4 | 0.00% | 0.26% | 0.62% | Q4 2014 | Q3 2023 | 24 |
Integrated Investment Consultants, LLC | 15 | 1 | 0.02% | 0.34% | 0.82% | Q2 2016 | Q3 2023 | 24 |
Gardner Russo & Gardner | 19 | 1 | 0.00% | 3.36% | 7.21% | Q2 2013 | Q3 2021 | 24 |
CULLEN/FROST BANKERS, INC. | 24 | 24 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.18% | 0.27% | 0.39% | Q2 2013 | Q1 2019 | 24 |
East Coast Asset Management, LLC. | 24 | 24 | 0.22% | 0.59% | 0.87% | Q4 2012 | Q3 2018 | 24 |
AMERICAN NATIONAL BANK | 18 | 6 | 0.00% | 0.50% | 1.91% | Q2 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
MACKENZIE FINANCIAL CORP | 13 | 3 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q4 2019 | 24 |
Texas Yale Capital Corp. | 24 | 24 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q3 2020 | 24 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 24 | 24 | 1.06% | 2.73% | 4.16% | Q4 2016 | Q3 2022 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.00% | 0.12% | 0.48% | Q4 2017 | Q3 2023 | 24 |
BOKF, NA | 21 | 3 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 24 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
GROUP ONE TRADING, L.P. | 13 | 1 | 0.00% | 0.02% | 0.09% | Q3 2014 | Q3 2023 | 23 |
WELLINGTON MANAGEMENT GROUP LLP | 20 | 1 | 0.00% | 0.11% | 0.32% | Q2 2013 | Q4 2021 | 23 |
WADDELL & REED FINANCIAL INC | 23 | 23 | 0.03% | 0.58% | 1.47% | Q2 2013 | Q4 2018 | 23 |
VALLEY NATIONAL ADVISERS INC | 20 | 3 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q2 2022 | 23 |
SUNTRUST BANKS INC | 22 | 1 | 0.00% | 0.02% | 0.09% | Q3 2013 | Q3 2019 | 23 |
THORNBURG INVESTMENT MANAGEMENT INC | 19 | 2 | 0.00% | 0.09% | 0.53% | Q3 2013 | Q4 2019 | 23 |
SHELTON CAPITAL MANAGEMENT | 19 | 4 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2021 | 23 |
Epoch Investment Partners, Inc. | 22 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2019 | 23 |
MOTCO | 22 | 1 | 0.00% | 0.04% | 0.30% | Q2 2013 | Q2 2023 | 23 |
Eldridge Investment Advisors, Inc. | 23 | 23 | 0.10% | 0.18% | 0.45% | Q1 2018 | Q3 2023 | 23 |
CHILTON INVESTMENT CO INC. | 22 | 22 | 0.01% | 1.20% | 3.08% | Q2 2013 | Q3 2018 | 23 |
First Command Financial Services, Inc. | 23 | 23 | 0.00% | 0.09% | 0.25% | Q4 2016 | Q2 2022 | 23 |
First Command Bank | 23 | 23 | 0.00% | 0.11% | 0.25% | Q4 2016 | Q2 2022 | 23 |
Wealthcare Advisory Partners LLC | 23 | 23 | 0.00% | 0.04% | 0.11% | Q3 2017 | Q1 2023 | 23 |
First Allied Advisory Services, Inc. | 13 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2020 | 23 |
BB&T SECURITIES, LLC | 23 | 23 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2019 | 23 |
Stratos Wealth Partners, LTD. | 13 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 23 |
Motley Fool Wealth Management, LLC | 23 | 23 | 0.20% | 0.31% | 0.50% | Q1 2018 | Q3 2023 | 23 |
CACTI ASSET MANAGEMENT LLC | 23 | 23 | 1.30% | 2.18% | 2.64% | Q2 2013 | Q4 2018 | 23 |
Edge Wealth Management LLC | 22 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2021 | 23 |
Fiduciary Trust Co International of Pennsylvania | 22 | 1 | 0.01% | 0.12% | 0.28% | Q2 2013 | Q1 2019 | 23 |
Gradient Investments LLC | 21 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 23 |
JANICZEK WEALTH MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Weitz Investment Management | 22 | 22 | 0.04% | 0.06% | 0.08% | Q3 2013 | Q4 2018 | 22 |
Signature Financial Management, Inc. | 22 | 22 | 0.04% | 0.17% | 0.26% | Q2 2013 | Q3 2018 | 22 |
Haverford Trust Co | 20 | 2 | 0.00% | 1.35% | 2.18% | Q1 2014 | Q4 2019 | 22 |
INTEGRAL DERIVATIVES, LLC | 9 | 1 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q1 2018 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Allen Investment Management, LLC | 22 | 22 | 0.07% | 2.38% | 3.74% | Q4 2013 | Q1 2019 | 22 |
FIDUCIARY TRUST CO | 22 | 22 | 0.00% | 0.07% | 0.32% | Q1 2016 | Q2 2021 | 22 |
BENEDICT FINANCIAL ADVISORS INC | 22 | 22 | 0.11% | 0.58% | 0.84% | Q4 2014 | Q1 2020 | 22 |
Ledyard National Bank | 21 | 1 | 0.00% | 0.13% | 0.62% | Q2 2013 | Q4 2018 | 22 |
GUYASUTA INVESTMENT ADVISORS INC | 21 | 1 | 0.02% | 0.13% | 0.20% | Q2 2013 | Q3 2019 | 22 |
JOHNSON INVESTMENT COUNSEL INC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 22 |
Archford Capital Strategies, LLC | 22 | 22 | 0.02% | 0.42% | 0.81% | Q1 2014 | Q2 2019 | 22 |
American Money Management, LLC | 22 | 22 | 0.86% | 1.73% | 2.22% | Q1 2014 | Q2 2019 | 22 |
BRADLEY FOSTER & SARGENT INC/CT | 22 | 22 | 0.29% | 0.75% | 1.14% | Q2 2013 | Q3 2018 | 22 |
McIlrath & Eck, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 22 |
Hugh Johnson Advisors LLC | 22 | 22 | 0.74% | 1.28% | 1.67% | Q2 2013 | Q3 2018 | 22 |
AVIVA PLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
ABNER HERRMAN & BROCK LLC | 21 | 21 | 0.04% | 1.23% | 1.92% | Q2 2013 | Q2 2018 | 21 |
Private Wealth Partners, LLC | 21 | 21 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q2 2018 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 21 |
EADS & HEALD WEALTH MANAGEMENT | 21 | 21 | 0.19% | 0.42% | 0.56% | Q2 2013 | Q2 2018 | 21 |
Onex Canada Asset Management Inc. | 20 | 1 | 0.10% | 0.90% | 2.27% | Q2 2013 | Q1 2020 | 21 |
GREAT LAKES ADVISORS, LLC | 20 | 1 | 0.00% | 0.46% | 0.70% | Q4 2013 | Q3 2023 | 21 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.01% | 0.06% | 0.19% | Q2 2014 | Q3 2023 | 21 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 21 | 21 | 0.01% | 0.50% | 0.96% | Q1 2014 | Q1 2019 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 21 |
PIN OAK INVESTMENT ADVISORS INC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 21 |
HOWE & RUSLING INC | 18 | 1 | 0.00% | 0.69% | 1.33% | Q1 2014 | Q2 2022 | 21 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.15% | Q3 2018 | Q3 2023 | 21 |
Douglass Winthrop Advisors, LLC | 19 | 2 | 0.01% | 1.11% | 2.53% | Q3 2015 | Q1 2022 | 21 |
DOLIVER ADVISORS, LP | 13 | 8 | 0.07% | 0.19% | 0.60% | Q1 2018 | Q2 2023 | 21 |
ROPES WEALTH ADVISORS LLC | 20 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q4 2020 | 21 |
PETTYJOHN, WOOD & WHITE, INC | 21 | 21 | 0.14% | 0.32% | 0.45% | Q3 2018 | Q3 2023 | 21 |
WINTRUST INVESTMENTS LLC | 11 | 2 | 0.04% | 0.19% | 0.62% | Q1 2018 | Q3 2023 | 21 |
LEVIN CAPITAL STRATEGIES, L.P. | 17 | 1 | 0.00% | 0.15% | 0.78% | Q2 2014 | Q2 2020 | 21 |
Jacobi Capital Management LLC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 21 |
Highlander Capital Management, LLC | 21 | 21 | 0.07% | 0.15% | 0.32% | Q2 2013 | Q2 2018 | 21 |
Patriot Financial Group Insurance Agency, LLC | 15 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 21 |
Allworth Financial LP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 20 |
Essex Financial Services, Inc. | 20 | 20 | 0.05% | 0.09% | 0.11% | Q2 2013 | Q1 2018 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BBVA USA Bancshares, Inc. | 20 | 20 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q1 2018 | 20 |
Keystone Financial Group | 18 | 2 | 0.07% | 0.17% | 0.35% | Q3 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q3 2019 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.14% | 0.33% | 0.54% | Q4 2018 | Q3 2023 | 20 |
ADVISOR PARTNERS LLC | 14 | 6 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q2 2022 | 20 |
BAHL & GAYNOR INC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Veracity Capital LLC | 14 | 14 | 0.00% | 0.20% | 0.28% | Q2 2020 | Q3 2023 | 20 |
Avior Wealth Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
CYPRESS ASSET MANAGEMENT INC/TX | 20 | 20 | 0.16% | 0.27% | 0.32% | Q2 2013 | Q1 2018 | 20 |
InterOcean Capital, LLC | 20 | 20 | 0.18% | 1.45% | 2.54% | Q1 2015 | Q4 2019 | 20 |
HARTWELL J M LIMITED PARTNERSHIP | 20 | 20 | 0.09% | 0.12% | 0.16% | Q2 2013 | Q1 2018 | 20 |
CHICAGO TRUST Co NA | 20 | 20 | 0.14% | 0.30% | 0.52% | Q4 2018 | Q3 2023 | 20 |
EMERGING SOVEREIGN GROUP LLC | 20 | 20 | 2.14% | 8.96% | 15.29% | Q3 2013 | Q2 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Ninety One SA (PTY) Ltd | 20 | 20 | 0.05% | 0.32% | 0.68% | Q2 2015 | Q1 2020 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.03% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Pacer Advisors, Inc. | 6 | 1 | 0.00% | 0.05% | 0.26% | Q4 2013 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.09% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2022 | 20 |
Cannell & Co. | 17 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2021 | 19 |
Stonehage Fleming Financial Services Holdings Ltd | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2019 | 19 |
Financial Gravity Asset Management, Inc. | 11 | 3 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q2 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.04% | 0.14% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q2 2022 | 19 |
Investors Research Corp | 19 | 19 | 0.01% | 0.10% | 0.19% | Q1 2019 | Q3 2023 | 19 |
10-15 ASSOCIATES, INC. | 19 | 19 | 0.05% | 0.07% | 0.08% | Q4 2013 | Q2 2018 | 19 |
Sky Investment Group LLC | 19 | 19 | 0.18% | 0.27% | 0.34% | Q1 2014 | Q3 2018 | 19 |
Realta Investment Advisors | 19 | 19 | 0.11% | 0.19% | 0.26% | Q1 2019 | Q3 2023 | 19 |
Haverford Financial Services, Inc. | 19 | 19 | 0.12% | 2.06% | 3.06% | Q1 2014 | Q3 2018 | 19 |
Beech Hill Advisors, Inc. | 19 | 19 | 0.09% | 0.53% | 3.34% | Q1 2017 | Q3 2021 | 19 |
Cable Hill Partners, LLC | 16 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 19 |
Manitou Investment Management Ltd. | 18 | 1 | 0.12% | 0.28% | 0.45% | Q3 2018 | Q2 2023 | 19 |
FIRST INTERSTATE BANK | 19 | 19 | 0.04% | 0.08% | 0.14% | Q3 2015 | Q1 2020 | 19 |
Ellevest, Inc. | 18 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 19 |
Financial Enhancement Group LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 19 |
Ashfield Capital Partners, LLC | 19 | 19 | 0.47% | 1.14% | 1.48% | Q2 2013 | Q4 2017 | 19 |
MAR VISTA INVESTMENT PARTNERS LLC | 19 | 19 | 0.00% | 0.69% | 3.22% | Q1 2013 | Q3 2017 | 19 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 19 |
Capital Analysts, LLC | 18 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2021 | 19 |
WRIGHT INVESTORS SERVICE INC | 19 | 19 | 0.18% | 1.52% | 2.57% | Q2 2013 | Q4 2017 | 19 |
ZWJ INVESTMENT COUNSEL INC | 19 | 19 | 0.02% | 0.47% | 0.86% | Q2 2013 | Q4 2017 | 19 |
HS Management Partners, LLC | 11 | 8 | 0.13% | 2.64% | 5.15% | Q2 2013 | Q3 2019 | 19 |
FORBES J M & CO LLP | 19 | 19 | 1.59% | 1.88% | 2.30% | Q2 2013 | Q4 2017 | 19 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.12% | 0.62% | 2.18% | Q4 2014 | Q2 2023 | 19 |
Sandy Spring Bank | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2023 | 19 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
WESBANCO BANK INC | 15 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2018 | 19 |
GRIFFIN ASSET MANAGEMENT, INC. | 11 | 2 | 0.03% | 0.25% | 0.53% | Q2 2013 | Q2 2019 | 19 |
BOSTON FINANCIAL MANGEMENT LLC | 19 | 19 | 0.02% | 0.29% | 0.49% | Q2 2013 | Q4 2017 | 19 |
BTG Pactual Global Asset Management Ltd | 15 | 2 | 0.27% | 7.76% | 16.98% | Q1 2013 | Q3 2019 | 19 |
CHECK CAPITAL MANAGEMENT INC/CA | 19 | 19 | 0.01% | 0.21% | 0.78% | Q4 2016 | Q2 2021 | 19 |
Roof Eidam Maycock Peralta, LLC | 19 | 19 | 0.08% | 0.11% | 0.18% | Q1 2019 | Q3 2023 | 19 |
FIRST MERCANTILE TRUST CO | 19 | 19 | 0.05% | 0.40% | 0.56% | Q2 2013 | Q4 2017 | 19 |
Alexandria Capital, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 18 |
SL ADVISORS, LLC | 8 | 1 | 0.28% | 0.81% | 1.39% | Q1 2018 | Q3 2023 | 18 |
Rathbones Group PLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q2 2019 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
Front Row Advisors LLC | 13 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
Caprock Group, LLC | 13 | 1 | 0.00% | 0.05% | 0.06% | Q1 2016 | Q3 2023 | 18 |
Diversified Trust Co | 9 | 1 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q3 2019 | 18 |
FLAGSHIP HARBOR ADVISORS, LLC | 18 | 18 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q1 2022 | 18 |
PRINCIPAL FINANCIAL GROUP INC | 18 | 18 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 18 |
MONETARY MANAGEMENT GROUP INC | 18 | 18 | 0.04% | 0.06% | 0.12% | Q2 2014 | Q3 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
SIT INVESTMENT ASSOCIATES INC | 18 | 18 | 0.02% | 0.09% | 0.13% | Q3 2014 | Q4 2018 | 18 |
LAKE STREET ADVISORS GROUP, LLC | 7 | 3 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 18 |
TD Capital Management LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Cornerstone Wealth Management, LLC | 11 | 1 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 18 |
TCI Wealth Advisors, Inc. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q4 2020 | 18 |
CI Global Investments Inc. | 12 | 6 | 0.00% | 1.62% | 4.85% | Q2 2013 | Q3 2018 | 18 |
Cornell Pochily Investment Advisors, Inc. | 18 | 18 | 0.10% | 0.22% | 0.28% | Q2 2019 | Q3 2023 | 18 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.20% | 1.63% | Q4 2013 | Q3 2023 | 18 |
Fieldpoint Private Securities, LLC | 11 | 7 | 0.00% | 0.06% | 0.18% | Q2 2017 | Q2 2022 | 18 |
MGO ONE SEVEN LLC | 6 | 2 | 0.01% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 18 |
PRUDENTIAL FINANCIAL INC | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Ausdal Financial Partners, Inc. | 16 | 1 | 0.03% | 0.10% | 0.16% | Q4 2015 | Q1 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2020 | 18 |
Meridian Wealth Management, LLC | 15 | 3 | 0.02% | 0.51% | 3.11% | Q1 2019 | Q3 2023 | 18 |
Proficio Capital Partners LLC | 17 | 17 | 0.02% | 0.25% | 0.44% | Q4 2015 | Q4 2019 | 17 |
ING GROEP NV | 17 | 17 | 0.00% | 0.27% | 3.82% | Q1 2013 | Q1 2017 | 17 |
Avidian Wealth Solutions, LLC | 17 | 17 | 0.03% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 17 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.09% | 0.59% | Q3 2013 | Q2 2017 | 17 |
ADIRONDACK TRUST CO | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
VONTOBEL ASSET MANAGEMENT INC | 11 | 6 | 0.01% | 0.38% | 0.92% | Q3 2016 | Q4 2020 | 17 |
First Western Capital Management Co | 17 | 17 | 1.19% | 1.57% | 2.14% | Q4 2013 | Q4 2017 | 17 |
Farmers National Bank | 15 | 2 | 0.00% | 0.55% | 1.04% | Q4 2014 | Q2 2019 | 17 |
JGP Global Gestao de Recursos Ltda. | 10 | 2 | 0.23% | 4.20% | 15.14% | Q4 2014 | Q4 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q3 2021 | 17 |
SG3 Management, LLC | 5 | 1 | 0.00% | 0.22% | 0.83% | Q4 2016 | Q4 2021 | 17 |
Mariner, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 17 |
HAMEL ASSOCIATES, INC. | 17 | 17 | 0.17% | 0.25% | 0.33% | Q4 2013 | Q4 2017 | 17 |
CWA Asset Management Group, LLC | 11 | 1 | 0.03% | 0.49% | 0.83% | Q4 2015 | Q1 2021 | 17 |
GAMBLE JONES INVESTMENT COUNSEL | 17 | 17 | 0.05% | 0.28% | 0.36% | Q3 2014 | Q3 2018 | 17 |
Sowell Financial Services LLC | 10 | 3 | 0.06% | 0.12% | 0.35% | Q3 2018 | Q1 2023 | 17 |
STEPHENS INC /AR/ | 14 | 3 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q4 2021 | 17 |
Simplicity Solutions, LLC | 15 | 2 | 0.01% | 0.06% | 0.20% | Q1 2019 | Q3 2023 | 17 |
ATLAS CAPITAL ADVISORS LLC | 17 | 17 | 0.01% | 0.11% | 0.24% | Q3 2019 | Q3 2023 | 17 |
Senator Investment Group LP | 12 | 5 | 1.01% | 2.86% | 5.04% | Q4 2013 | Q1 2018 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 17 |
COUNTRY TRUST BANK | 8 | 2 | 0.00% | 0.38% | 0.96% | Q2 2014 | Q3 2023 | 17 |
Jacobus Wealth Management, Inc. | 17 | 17 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q3 2017 | 17 |
BALYASNY ASSET MANAGEMENT L.P. | 12 | 1 | 0.00% | 0.12% | 0.64% | Q4 2015 | Q1 2023 | 17 |
JFS WEALTH ADVISORS, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 17 |
Sandhill Capital Partners LLC | 17 | 17 | 0.04% | 0.08% | 0.10% | Q1 2017 | Q1 2021 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.04% | 0.12% | 0.25% | Q2 2013 | Q2 2017 | 17 |
Coastline Trust Co | 16 | 16 | 0.03% | 0.09% | 0.14% | Q4 2014 | Q3 2018 | 16 |
Bayesian Capital Management, LP | 3 | 2 | 0.05% | 0.31% | 1.04% | Q2 2017 | Q3 2023 | 16 |
Godshalk Welsh Capital Management, Inc. | 16 | 16 | 0.21% | 0.36% | 0.44% | Q4 2014 | Q3 2018 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Voya Financial Advisors, Inc. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2019 | 16 |
STABLEFORD CAPITAL II LLC | 10 | 2 | 0.39% | 0.74% | 1.37% | Q1 2017 | Q3 2023 | 16 |
Palo Capital, Inc. | 16 | 16 | 0.10% | 0.47% | 1.13% | Q4 2014 | Q3 2018 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q1 2017 | 16 |
AdvisorShares Investments LLC | 16 | 16 | 0.01% | 0.04% | 0.13% | Q4 2019 | Q3 2023 | 16 |
RiverGlades Family Offices LLC | 8 | 4 | 0.22% | 0.32% | 0.47% | Q4 2017 | Q3 2023 | 16 |
Covenant Partners, LLC | 11 | 5 | 0.08% | 0.17% | 0.35% | Q1 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 16 | 16 | 0.20% | 0.38% | 0.47% | Q4 2018 | Q3 2022 | 16 |
Summit X, LLC | 7 | 1 | 0.02% | 0.17% | 0.32% | Q2 2017 | Q2 2023 | 16 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2020 | 16 |
RBF Capital, LLC | 15 | 1 | 0.07% | 0.25% | 0.47% | Q3 2015 | Q3 2023 | 16 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 10 | 1 | 0.00% | 1.41% | 2.82% | Q2 2013 | Q2 2023 | 16 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 13 | 3 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2018 | 16 |
Cetera Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 16 |
FineMark National Bank & Trust | 15 | 1 | 0.00% | 0.09% | 0.27% | Q2 2013 | Q3 2018 | 16 |
Capital International Investors | 16 | 16 | 0.00% | 0.10% | 0.21% | Q4 2019 | Q3 2023 | 16 |
TRUST CO OF VERMONT | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2020 | 16 |
Integrated Wealth Concepts LLC | 14 | 2 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 16 |
CONNABLE OFFICE INC | 16 | 16 | 0.14% | 0.17% | 0.23% | Q2 2013 | Q1 2017 | 16 |
Bogart Wealth, LLC | 12 | 4 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 16 |
Richard C. Young & CO., LTD. | 16 | 16 | 1.16% | 1.59% | 1.86% | Q4 2014 | Q3 2018 | 16 |
Hillman Capital Management, Inc. | 16 | 16 | 2.97% | 3.32% | 3.88% | Q4 2019 | Q3 2023 | 16 |
COZAD ASSET MANAGEMENT INC | 7 | 4 | 0.03% | 0.06% | 0.16% | Q2 2018 | Q2 2023 | 16 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.17% | 1.10% | Q2 2014 | Q3 2023 | 16 |
Southeast Asset Advisors Inc. | 12 | 4 | 0.05% | 0.13% | 0.19% | Q4 2015 | Q4 2019 | 16 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2018 | 16 |
Edge Capital Group, LLC | 13 | 1 | 0.02% | 0.42% | 1.02% | Q4 2018 | Q3 2023 | 16 |
Columbia Asset Management | 16 | 16 | 0.36% | 0.68% | 0.90% | Q1 2015 | Q4 2018 | 16 |
RHUMBLINE ADVISERS | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 16 |
Manchester Capital Management LLC | 14 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q2 2021 | 16 |
Balentine LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2020 | 16 |
WASHINGTON TRUST BANK | 11 | 5 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2018 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
GUARDIAN CAPITAL LP | 16 | 16 | 0.04% | 0.24% | 0.36% | Q3 2014 | Q2 2018 | 16 |
Vantage Investment Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2017 | 16 |
WESTWOOD HOLDINGS GROUP INC | 16 | 16 | 0.00% | 0.05% | 0.08% | Q2 2015 | Q1 2019 | 16 |
ALLIANCEBERNSTEIN L.P. | 14 | 2 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2019 | 16 |
Quantitative Investment Management, LLC | 3 | 1 | 0.03% | 0.20% | 0.62% | Q3 2013 | Q3 2021 | 16 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.09% | 0.58% | Q4 2017 | Q1 2022 | 16 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 2 | 0.37% | 1.82% | 2.51% | Q2 2013 | Q3 2021 | 16 |
Bizma Investimentos Ltda | 16 | 16 | 1.66% | 3.17% | 9.39% | Q4 2018 | Q3 2022 | 16 |
K.J. Harrison & Partners Inc | 13 | 3 | 0.05% | 1.08% | 1.85% | Q2 2013 | Q3 2018 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
FIL Ltd | 15 | 15 | 0.04% | 0.14% | 0.26% | Q3 2014 | Q1 2018 | 15 |
Round Hill Asset Management | 15 | 15 | 0.83% | 1.02% | 1.29% | Q1 2020 | Q3 2023 | 15 |
Exchange Capital Management, Inc. | 10 | 2 | 0.00% | 0.16% | 0.39% | Q4 2014 | Q4 2021 | 15 |
Mutual Advisors, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Belpointe Asset Management LLC | 14 | 1 | 0.02% | 0.06% | 0.13% | Q3 2018 | Q1 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Probity Advisors, Inc. | 8 | 1 | 0.05% | 0.11% | 0.20% | Q4 2018 | Q4 2022 | 15 |
HUTNER CAPITAL MANAGEMENT INC | 15 | 15 | 0.96% | 2.72% | 3.73% | Q3 2016 | Q1 2020 | 15 |
Thomas J. Herzfeld Advisors, Inc. | 11 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2022 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.04% | Q3 2011 | Q3 2015 | 15 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.02% | 0.12% | Q4 2016 | Q2 2023 | 15 |
Westhampton Capital, LLC | 13 | 2 | 0.16% | 0.30% | 0.54% | Q2 2019 | Q1 2023 | 15 |
AMERICAN CENTURY COMPANIES INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Red Cedar Capital, LLC | 15 | 15 | 0.31% | 2.09% | 3.55% | Q4 2017 | Q2 2021 | 15 |
Bruderman Asset Management, LLC | 8 | 1 | 0.00% | 0.44% | 1.60% | Q1 2015 | Q1 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.03% | 0.11% | 0.29% | Q2 2013 | Q4 2016 | 15 |
Markel Corporation | 10 | 2 | 0.00% | 0.87% | 1.40% | Q2 2013 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q4 2016 | 15 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 15 | 0.02% | 0.11% | 0.18% | Q3 2018 | Q1 2022 | 15 |
Ativo Capital Management LLC | 15 | 15 | 0.46% | 0.97% | 1.34% | Q2 2013 | Q4 2016 | 15 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2018 | 15 |
CHARTWELL INVESTMENT PARTNERS, LLC | 15 | 15 | 0.08% | 0.11% | 0.16% | Q2 2014 | Q4 2017 | 15 |
BREMER TRUST NATIONAL ASSOCIATION | 15 | 15 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Gemmer Asset Management LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 4 | 4 | 0.01% | 0.09% | 0.20% | Q3 2014 | Q3 2019 | 15 |
Winch Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 15 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 15 | 15 | 0.41% | 0.72% | 1.02% | Q3 2013 | Q1 2017 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
FEDERATED HERMES, INC. | 9 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2023 | 15 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.03% | 0.18% | Q3 2013 | Q1 2023 | 15 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.05% | 0.39% | Q4 2018 | Q2 2023 | 15 |
Morningstar Investment Services LLC | 11 | 2 | 0.00% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 15 |
Redmond Asset Management, LLC | 15 | 15 | 0.12% | 0.16% | 0.22% | Q4 2017 | Q2 2021 | 15 |
Soros Fund Management | 6 | 1 | 0.04% | 0.18% | 0.90% | Q3 2014 | Q4 2019 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q4 2016 | 15 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 15 | 15 | 0.25% | 0.38% | 0.46% | Q2 2013 | Q4 2016 | 15 |
Smithfield Trust Co | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2018 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.04% | 0.13% | 0.19% | Q1 2016 | Q3 2019 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
WEST PACES ADVISORS INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 14 | 1 | 0.00% | 0.28% | 0.62% | Q2 2013 | Q3 2017 | 15 |
NATIXIS | 5 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q1 2021 | 15 |
CAZ INVESTMENTS LP | 15 | 15 | 0.59% | 1.17% | 1.86% | Q2 2015 | Q4 2018 | 15 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2019 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
PITCAIRN CO | 14 | 14 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2016 | 14 |
Ethic Inc. | 14 | 14 | 0.11% | 0.16% | 0.25% | Q2 2020 | Q3 2023 | 14 |
PENN DAVIS MCFARLAND INC | 14 | 14 | 2.58% | 3.10% | 3.63% | Q2 2020 | Q3 2023 | 14 |
BRANDES INVESTMENT PARTNERS, LP | 14 | 14 | 0.03% | 0.26% | 0.39% | Q2 2020 | Q3 2023 | 14 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.14% | 0.32% | Q1 2016 | Q2 2022 | 14 |
CPWM, LLC | 14 | 14 | 0.04% | 0.10% | 0.19% | Q1 2018 | Q2 2021 | 14 |
Rhenman & Partners Asset Management AB | 13 | 1 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q2 2020 | 14 |
HARDING LOEVNER LP | 14 | 14 | 1.20% | 1.96% | 2.47% | Q2 2013 | Q3 2016 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
WealthTrust-Arizona, LLC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2016 | 14 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 14 | 14 | 3.01% | 3.83% | 4.68% | Q3 2014 | Q4 2017 | 14 |
Solitude Financial Services | 12 | 12 | 0.01% | 0.63% | 1.46% | Q4 2020 | Q3 2023 | 14 |
Geo Capital Gestora de Recursos Ltd | 14 | 14 | 4.92% | 9.21% | 15.20% | Q4 2018 | Q1 2022 | 14 |
Carmichael Hill & Associates, Inc. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
M&R CAPITAL MANAGEMENT INC | 11 | 3 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q4 2023 | 14 |
AMERICAN ASSETS INC | 14 | 14 | 0.08% | 0.13% | 0.27% | Q2 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.06% | 0.08% | 0.09% | Q4 2013 | Q1 2017 | 14 |
Tuscan Ridge Asset Management LLC | 5 | 5 | 0.04% | 0.10% | 0.27% | Q4 2018 | Q4 2019 | 14 |
All Terrain Financial Advisors, LLC | 10 | 2 | 0.09% | 0.18% | 0.39% | Q1 2019 | Q1 2023 | 14 |
Galibier Capital Management Ltd. | 14 | 14 | 0.12% | 0.47% | 1.37% | Q4 2018 | Q1 2022 | 14 |
DUBUQUE BANK & TRUST CO | 7 | 1 | 0.00% | 0.04% | 0.19% | Q3 2013 | Q1 2020 | 14 |
Permit Capital, LLC | 14 | 14 | 0.28% | 0.58% | 0.76% | Q2 2013 | Q3 2016 | 14 |
DIMENSION CAPITAL MANAGEMENT LLC | 8 | 2 | 0.06% | 0.11% | 0.18% | Q4 2016 | Q3 2020 | 14 |
Third Point | 11 | 11 | 0.84% | 1.89% | 2.54% | Q1 2014 | Q3 2016 | 14 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.02% | 0.11% | Q2 2010 | Q3 2023 | 14 |
Turim 21 Investimentos Ltda. | 14 | 14 | 0.03% | 6.09% | 20.66% | Q3 2017 | Q4 2020 | 14 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2022 | 14 |
CREDIT AGRICOLE S A | 8 | 1 | 0.00% | 0.01% | 0.14% | Q3 2014 | Q3 2023 | 14 |
Patten Group, Inc. | 14 | 14 | 0.05% | 0.60% | 1.37% | Q4 2014 | Q1 2018 | 14 |
HIGH POINT BANK & TRUST CO | 14 | 14 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2016 | 14 |
Venturi Wealth Management, LLC | 12 | 1 | 0.04% | 0.09% | 0.63% | Q3 2016 | Q3 2023 | 14 |
Long Focus Capital Management, LLC | 8 | 8 | 0.27% | 2.05% | 7.14% | Q4 2021 | Q3 2023 | 14 |
IFG Advisory, LLC | 13 | 13 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q1 2022 | 13 |
Poehling Capital Management, INC. | 5 | 2 | 0.18% | 0.74% | 1.36% | Q1 2018 | Q3 2023 | 13 |
CKW FINANCIAL GROUP | 7 | 6 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 13 |
Banco BTG Pactual S.A. | 8 | 5 | 0.26% | 16.43% | 43.95% | Q3 2016 | Q4 2019 | 13 |
NORTHSTAR WEALTH PARTNERS LLC | 13 | 13 | 0.10% | 0.52% | 1.10% | Q3 2017 | Q3 2020 | 13 |
NORRIS PERNE & FRENCH LLP/MI | 13 | 13 | 0.71% | 1.08% | 1.30% | Q4 2016 | Q4 2019 | 13 |
Hikari Tsushin, Inc. | 11 | 2 | 0.22% | 0.57% | 1.05% | Q1 2016 | Q4 2019 | 13 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2018 | 13 |
Pacific Wealth Strategies Group, Inc. | 13 | 13 | 0.29% | 0.59% | 1.34% | Q4 2016 | Q4 2019 | 13 |
INGALLS & SNYDER LLC | 13 | 13 | 0.02% | 0.07% | 0.19% | Q2 2017 | Q2 2020 | 13 |
Grove Bank & Trust | 9 | 4 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 13 |
Hayek Kallen Investment Management | 13 | 13 | 0.08% | 0.37% | 0.62% | Q4 2018 | Q4 2021 | 13 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.04% | 0.21% | Q2 2015 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.07% | 0.18% | Q4 2013 | Q4 2016 | 13 |
Bienville Capital Management, LLC | 13 | 13 | 0.02% | 0.07% | 0.12% | Q2 2015 | Q2 2018 | 13 |
ICON ADVISERS INC/CO | 5 | 4 | 0.02% | 0.18% | 0.75% | Q4 2017 | Q3 2023 | 13 |
Rehmann Capital Advisory Group | 7 | 6 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 13 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 12 | 1 | 0.00% | 0.09% | 0.14% | Q3 2015 | Q2 2020 | 13 |
Tortoise Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 11 | 2 | 0.02% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 13 |
CHIRON CAPITAL MANAGEMENT, LLC | 13 | 13 | 1.17% | 1.37% | 1.82% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Whitegate Investment Counselors, Inc. | 12 | 1 | 0.04% | 0.46% | 1.08% | Q1 2017 | Q4 2020 | 13 |
YorkBridge Wealth Partners, LLC | 13 | 13 | 0.10% | 0.15% | 0.22% | Q4 2016 | Q4 2019 | 13 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2017 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.01% | 0.03% | 0.06% | Q1 2013 | Q3 2023 | 13 |
AllSquare Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 13 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 11 | 2 | 0.03% | 0.04% | 0.07% | Q2 2014 | Q3 2023 | 13 |
LVW Advisors, LLC | 13 | 13 | 0.05% | 0.10% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2020 | 13 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | 1 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 13 |
WILLIAMS JONES & ASSOCIATES LLC | 11 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 13 |
ROTHSCHILD INVESTMENT LLC /IL | 10 | 1 | 0.02% | 0.06% | 0.09% | Q2 2014 | Q3 2019 | 13 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2021 | 13 |
Northcape Capital Pty Ltd | 13 | 13 | 1.66% | 5.78% | 13.50% | Q4 2016 | Q4 2019 | 13 |
YCG, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2016 | 13 |
SCOPUS ASSET MANAGEMENT, L.P. | 6 | 1 | 0.15% | 0.77% | 2.01% | Q3 2013 | Q2 2023 | 13 |
KING LUTHER CAPITAL MANAGEMENT CORP | 13 | 13 | 0.01% | 0.01% | 0.04% | Q1 2014 | Q1 2017 | 13 |
Evercore Wealth Management, LLC | 10 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2017 | 13 |
IMA Wealth, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.02% | 0.09% | 0.38% | Q3 2014 | Q3 2017 | 13 |
TCW GROUP INC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2016 | 13 |
Skandinaviska Enskilda Banken AB (publ) | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 13 |
JT Stratford LLC | 11 | 2 | 0.38% | 0.94% | 1.51% | Q1 2017 | Q2 2020 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Laurel Wealth Advisors LLC | 12 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Vigilant Capital Management, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2018 | 13 |
Yorktown Management & Research Co Inc | 13 | 13 | 0.06% | 0.10% | 0.17% | Q4 2016 | Q4 2019 | 13 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.00% | 0.10% | 0.52% | Q1 2018 | Q2 2023 | 13 |
Trexquant Investment LP | 3 | 1 | 0.05% | 0.12% | 0.36% | Q3 2015 | Q1 2023 | 13 |
NAVELLIER & ASSOCIATES INC | 13 | 13 | 0.00% | 0.03% | 0.05% | Q3 2012 | Q3 2015 | 13 |
Truehand, Inc | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 13 |
Heron Bay Capital Management | 12 | 12 | 0.74% | 1.52% | 2.56% | Q4 2020 | Q3 2023 | 12 |
BECK CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.15% | 0.40% | 1.52% | Q4 2013 | Q3 2016 | 12 |
FIRST HAWAIIAN BANK | 8 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 10 | 2 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2019 | 12 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.08% | 0.21% | Q4 2014 | Q1 2022 | 12 |
Grantham, Mayo, Van Otterloo & Co. LLC | 7 | 1 | 0.00% | 0.08% | 0.16% | Q1 2015 | Q2 2021 | 12 |
Zweig-DiMenna Associates LLC | 8 | 1 | 0.36% | 1.00% | 2.16% | Q2 2013 | Q3 2017 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 12 |
PINNACLE FINANCIAL PARTNERS INC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2022 | 12 |
PARK AVENUE SECURITIES LLC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Russell Investments Group, Ltd. | 7 | 5 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 12 |
Chesley Taft & Associates LLC | 12 | 12 | 0.08% | 0.25% | 0.37% | Q1 2015 | Q4 2017 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q1 2016 | 12 |
Partnervest Advisory Services LLC | 7 | 5 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q4 2019 | 12 |
DG CAPITAL MANAGEMENT INC | 12 | 12 | 1.40% | 1.63% | 2.03% | Q2 2013 | Q1 2016 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Brown Advisory Securities, LLC | 6 | 6 | 0.04% | 0.08% | 0.19% | Q1 2017 | Q2 2021 | 12 |
Citadel Investment Advisory, Inc. | 12 | 12 | 0.89% | 1.02% | 1.36% | Q4 2020 | Q3 2023 | 12 |
Hudock, Inc. | 8 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2022 | 12 |
Capital International, Inc./CA/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
American Assets Investment Management, LLC | 12 | 12 | 0.28% | 0.36% | 0.46% | Q4 2018 | Q3 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Winfield Associates, Inc. | 12 | 12 | 0.02% | 0.12% | 0.20% | Q1 2015 | Q4 2017 | 12 |
DORCHESTER WEALTH MANAGEMENT Co | 9 | 3 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q2 2023 | 12 |
SNYDER CAPITAL MANAGEMENT L P | 12 | 12 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q1 2016 | 12 |
Capital Bank & Trust Co | 8 | 4 | 0.00% | 0.10% | 0.34% | Q2 2018 | Q2 2021 | 12 |
CHARTIST INC /CA/ | 9 | 1 | 0.12% | 0.74% | 0.98% | Q2 2013 | Q3 2016 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2018 | 12 |
MEYER HANDELMAN CO | 12 | 12 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q1 2016 | 12 |
BADGLEY PHELPS & BELL INC | 12 | 12 | 0.02% | 0.47% | 0.73% | Q2 2013 | Q1 2016 | 12 |
Occidental Asset Management, LLC | 8 | 1 | 0.06% | 0.16% | 0.29% | Q2 2016 | Q2 2021 | 12 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.04% | 0.08% | 0.22% | Q2 2018 | Q3 2023 | 12 |
WESPAC Advisors SoCal, LLC | 12 | 12 | 0.11% | 0.20% | 0.31% | Q4 2015 | Q3 2018 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Mosaic Family Wealth, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2019 | 12 |
TRUST CO OF VIRGINIA /VA | 12 | 12 | 0.59% | 0.94% | 1.27% | Q4 2015 | Q3 2018 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.29% | 0.40% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Goelzer Investment Management, Inc. | 12 | 12 | 0.02% | 0.31% | 0.42% | Q4 2018 | Q3 2021 | 12 |
St. James Investment Company, LLC | 12 | 12 | 0.14% | 3.20% | 8.02% | Q2 2017 | Q1 2020 | 12 |
Dynamo Administracao de Recursos Ltda. | 6 | 6 | 2.59% | 17.18% | 42.28% | Q4 2017 | Q4 2022 | 12 |
STEEL GROVE CAPITAL ADVISORS, LLC | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2015 | Q3 2018 | 12 |
Soditic Asset Management LLP | 12 | 12 | 1.23% | 2.06% | 3.44% | Q4 2020 | Q3 2023 | 12 |
Independent Portfolio Consultants, Inc. | 12 | 12 | 0.01% | 0.14% | 0.31% | Q3 2014 | Q2 2017 | 12 |
FIRST NATIONAL CORP /MA/ /ADV | 12 | 12 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q2 2023 | 12 |
Global Wealth Management Investment Advisory, Inc. | 10 | 2 | 0.00% | 0.43% | 0.70% | Q1 2020 | Q3 2023 | 12 |
COMERICA SECURITIES,INC. | 11 | 1 | 0.00% | 0.05% | 0.07% | Q1 2019 | Q4 2022 | 12 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2016 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.10% | 0.62% | Q3 2014 | Q3 2023 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
WEST BANCORPORATION INC | 7 | 4 | 0.00% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 11 |
PATTEN & PATTEN INC/TN | 11 | 11 | 0.03% | 0.23% | 0.50% | Q4 2013 | Q2 2016 | 11 |
CAPITAL COUNSEL LLC/NY | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 11 | 11 | 0.13% | 0.54% | 0.95% | Q2 2013 | Q4 2015 | 11 |
BEDDOW CAPITAL MANAGEMENT INC | 10 | 1 | 0.10% | 2.76% | 4.57% | Q3 2018 | Q2 2021 | 11 |
Cadence Bank | 11 | 11 | 0.04% | 0.06% | 0.10% | Q3 2018 | Q1 2021 | 11 |
SeaBridge Investment Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Cypress Capital Group | 11 | 11 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q4 2015 | 11 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2022 | 11 |
First Pacific Advisors, LP | 11 | 11 | 1.13% | 1.86% | 2.14% | Q2 2013 | Q4 2015 | 11 |
People's United Financial, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2018 | 11 |
MEITAV INVESTMENT HOUSE LTD | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 11 |
COMERICA SECURITIES INC | 8 | 1 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q4 2018 | 11 |
Truepoint, Inc. | 8 | 3 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2019 | 11 |
Smith, Salley & Associates | 11 | 11 | 0.40% | 1.37% | 2.54% | Q2 2013 | Q4 2015 | 11 |
Highstreet Asset Management Inc. | 11 | 11 | 0.32% | 0.41% | 0.59% | Q2 2013 | Q4 2015 | 11 |
PATTON ALBERTSON MILLER GROUP, LLC | 11 | 11 | 0.04% | 0.09% | 0.10% | Q2 2019 | Q4 2021 | 11 |
Gilman Hill Asset Management, LLC | 10 | 1 | 0.12% | 0.16% | 0.25% | Q4 2015 | Q1 2020 | 11 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.04% | 0.17% | 0.39% | Q1 2014 | Q3 2021 | 11 |
TIEMANN INVESTMENT ADVISORS, LLC | 11 | 11 | 0.19% | 0.26% | 0.43% | Q1 2015 | Q3 2017 | 11 |
Willingdon Wealth Management | 9 | 2 | 0.30% | 0.77% | 1.83% | Q4 2015 | Q1 2020 | 11 |
SVA Wealth Management, LLC | 11 | 11 | 0.05% | 0.15% | 0.26% | Q1 2017 | Q3 2019 | 11 |
Pettee Investors, Inc. | 11 | 11 | 0.10% | 0.20% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Riggs Asset Managment Co. Inc. | 8 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 11 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.15% | 1.10% | Q4 2016 | Q2 2023 | 11 |
BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 11 | 11 | 10.54% | 15.52% | 20.17% | Q1 2020 | Q3 2022 | 11 |
Douglas Lane & Associates, LLC | 8 | 1 | 0.00% | 0.67% | 1.36% | Q3 2018 | Q3 2023 | 11 |
SIMON QUICK ADVISORS, LLC | 7 | 4 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q4 2019 | 11 |
Farmers & Merchants Trust Co of Chambersburg PA | 9 | 2 | 0.00% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2020 | 11 |
STANSBERRY ASSET MANAGEMENT, LLC | 11 | 11 | 1.05% | 2.60% | 3.91% | Q3 2020 | Q1 2023 | 11 |
Kovack Advisors, Inc. | 8 | 1 | 0.02% | 0.15% | 0.25% | Q4 2016 | Q1 2022 | 11 |
Pflug Koory, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Hall Private Wealth Advisors | 10 | 1 | 0.18% | 2.94% | 4.04% | Q4 2020 | Q3 2023 | 11 |
MinichMacGregor Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 11 |
Cresset Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
TimeScale Financial, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Rothschild & Co Wealth Management UK Ltd | 11 | 11 | 0.06% | 0.14% | 0.20% | Q1 2014 | Q3 2016 | 11 |
ICW Investment Advisors LLC | 11 | 11 | 0.20% | 0.38% | 0.71% | Q4 2019 | Q2 2022 | 11 |
Visionary Wealth Advisors | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2022 | 11 |
Souders Financial Advisors | 11 | 11 | 0.14% | 0.21% | 0.27% | Q3 2020 | Q1 2023 | 11 |
Platform Technology Partners | 5 | 1 | 0.11% | 0.16% | 0.26% | Q4 2019 | Q1 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
SITTNER & NELSON, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Activest Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Snowden Capital Advisors LLC | 7 | 2 | 0.00% | 0.03% | 0.11% | Q1 2016 | Q2 2023 | 11 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 11 | 11 | 0.17% | 0.22% | 0.27% | Q4 2020 | Q2 2023 | 11 |
PANAGORA ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2019 | 11 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2017 | 10 |
Timber Hill LLC | 4 | 3 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2017 | 10 |
Apex Capital Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2016 | 10 |
IFC Holdings Incorporated/FL | 10 | 10 | 0.02% | 0.05% | 0.12% | Q3 2015 | Q4 2017 | 10 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 10 |
Avion Wealth | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
RENAISSANCE GROUP LLC | 10 | 10 | 0.51% | 0.53% | 0.56% | Q2 2013 | Q3 2015 | 10 |
NORTHWEST WEALTH MANAGEMENT, LLC | 10 | 10 | 0.11% | 0.25% | 0.37% | Q4 2016 | Q1 2019 | 10 |
Arden Trust Co | 10 | 10 | 0.06% | 0.14% | 0.38% | Q2 2019 | Q3 2021 | 10 |
PARSONS CAPITAL MANAGEMENT INC/RI | 7 | 1 | 0.02% | 0.07% | 0.13% | Q1 2015 | Q3 2018 | 10 |
A.R.T. Advisors, LLC | 5 | 1 | 0.02% | 0.10% | 0.19% | Q2 2013 | Q4 2019 | 10 |
COHEN & STEERS, INC. | 10 | 10 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2015 | 10 |
Moisand Fitzgerald Tamayo, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 10 |
NTV ASSET MANAGEMENT LLC | 10 | 10 | 0.13% | 0.36% | 0.51% | Q3 2016 | Q4 2018 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | 2 | 0.03% | 0.10% | 0.16% | Q2 2020 | Q1 2023 | 10 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.04% | 0.14% | Q4 2014 | Q3 2021 | 10 |
PUTNAM INVESTMENTS LLC | 10 | 10 | 0.02% | 0.13% | 0.30% | Q4 2014 | Q1 2017 | 10 |
Court Place Advisors, LLC | 8 | 2 | 0.08% | 0.11% | 0.12% | Q4 2016 | Q3 2019 | 10 |
Princeton Global Asset Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
OKABENA INVESTMENT SERVICES INC | 10 | 10 | 0.88% | 1.25% | 1.99% | Q3 2020 | Q4 2022 | 10 |
Convergence Investment Partners, LLC | 9 | 1 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q1 2018 | 10 |
CCM INVESTMENT ADVISERS LLC | 10 | 10 | 0.02% | 0.96% | 1.52% | Q2 2013 | Q3 2015 | 10 |
Parkwood LLC | 4 | 1 | 0.06% | 0.90% | 1.76% | Q4 2013 | Q3 2018 | 10 |
HighVista Strategies LLC | 10 | 10 | 0.03% | 0.07% | 0.12% | Q2 2014 | Q3 2016 | 10 |
WealthTrust Axiom LLC | 6 | 4 | 0.12% | 0.32% | 0.53% | Q3 2020 | Q1 2023 | 10 |
Nine Chapters Capital Management LLC | 10 | 10 | 0.27% | 0.85% | 1.62% | Q2 2013 | Q3 2015 | 10 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2019 | 10 |
Optiver Holding B.V. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Newbridge Financial Services Group, Inc. | 8 | 1 | 0.01% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 10 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 6 | 2 | 1.79% | 4.46% | 7.41% | Q3 2013 | Q2 2018 | 10 |
USCA RIA LLC | 10 | 10 | 0.05% | 0.08% | 0.10% | Q3 2014 | Q4 2016 | 10 |
FOUNDERS FINANCIAL SECURITIES LLC | 7 | 1 | 0.04% | 0.11% | 0.14% | Q3 2019 | Q3 2023 | 10 |
Financial Management Professionals, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Capital Investment Advisory Services, LLC | 8 | 2 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q2 2022 | 10 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 10 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
BANQUE PICTET & CIE SA | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 10 |
Financial Engines Advisors L.L.C. | 9 | 1 | 0.00% | 2.60% | 3.65% | Q2 2013 | Q4 2017 | 10 |
Ninety One North America, Inc. | 10 | 10 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q1 2020 | 10 |
Ayalon Insurance Comp Ltd. | 10 | 10 | 0.04% | 0.06% | 0.10% | Q3 2018 | Q4 2020 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.02% | 0.06% | 0.10% | Q4 2016 | Q1 2019 | 10 |
Greytown Advisors Inc. | 10 | 10 | 0.28% | 0.44% | 0.56% | Q4 2016 | Q1 2019 | 10 |
OPTIMUM INVESTMENT ADVISORS | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2021 | 10 |
Strategic Wealth Partners, Ltd. | 6 | 4 | 0.00% | 0.24% | 0.77% | Q4 2017 | Q1 2023 | 10 |
Nicholas Hoffman & Company, LLC. | 10 | 10 | 0.08% | 0.15% | 0.24% | Q2 2016 | Q3 2018 | 10 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 10 | 10 | 0.32% | 0.41% | 0.53% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Capital World Investors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 10 |
SeaCrest Wealth Management, LLC | 8 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2022 | 10 |
EVOKE WEALTH, LLC | 10 | 10 | 0.02% | 0.06% | 0.16% | Q3 2019 | Q4 2021 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
CENTRAL BANK & TRUST CO | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q4 2016 | 10 |
Cordasco Financial Network | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q2 2022 | 10 |
APPLETON PARTNERS INC/MA | 10 | 10 | 0.02% | 0.07% | 0.09% | Q3 2017 | Q4 2019 | 10 |
Polaris Wealth Advisory Group, LLC | 5 | 4 | 0.51% | 1.41% | 2.66% | Q2 2014 | Q3 2016 | 9 |
CLOVERFIELDS CAPITAL GROUP, LP | 9 | 9 | 0.65% | 0.99% | 1.32% | Q4 2020 | Q4 2022 | 9 |
Passport Capital, LLC | 5 | 1 | 0.02% | 0.54% | 2.69% | Q2 2013 | Q4 2016 | 9 |
USA MUTUALS ADVISORS, INC. | 9 | 9 | 0.57% | 1.42% | 2.55% | Q1 2013 | Q1 2015 | 9 |
626 Financial, LLC | 8 | 1 | 0.17% | 0.25% | 0.30% | Q1 2021 | Q3 2023 | 9 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 9 | 9 | 0.40% | 0.55% | 0.76% | Q4 2020 | Q4 2022 | 9 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 9 | 9 | 1.31% | 2.06% | 2.93% | Q4 2015 | Q4 2017 | 9 |
Addison Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Orca Investment Management, LLC | 9 | 9 | 1.78% | 2.23% | 2.58% | Q4 2015 | Q4 2017 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.17% | 0.26% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Doyle Wealth Management | 8 | 1 | 0.00% | 1.03% | 1.43% | Q1 2017 | Q2 2019 | 9 |
ARMISTICE CAPITAL, LLC | 8 | 1 | 0.52% | 0.80% | 1.14% | Q1 2021 | Q3 2023 | 9 |
Claybrook Capital, LLC | 9 | 9 | 0.00% | 0.50% | 0.96% | Q4 2017 | Q4 2019 | 9 |
Altavista Wealth Management, Inc. | 9 | 9 | 0.49% | 0.58% | 0.73% | Q4 2019 | Q4 2021 | 9 |
TIGER MANAGEMENT L.L.C. | 9 | 9 | 0.24% | 0.33% | 0.43% | Q2 2016 | Q2 2018 | 9 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 4 | 4 | 0.06% | 0.31% | 0.77% | Q4 2020 | Q3 2021 | 9 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 9 | 9 | 0.24% | 0.29% | 0.36% | Q1 2014 | Q1 2016 | 9 |
OLD SECOND NATIONAL BANK OF AURORA | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 9 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 9 |
I.G. INVESTMENT MANAGEMENT, LTD. | 5 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 9 |
Banco de Sabadell, S.A | 9 | 9 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q4 2019 | 9 |
Horizon Investments, LLC | 5 | 1 | 0.01% | 0.06% | 0.38% | Q3 2019 | Q1 2023 | 9 |
BANK OF NOVA SCOTIA | 7 | 1 | 0.01% | 0.02% | 0.12% | Q1 2013 | Q1 2017 | 9 |
Legacy Financial Advisors, Inc. | 9 | 9 | 0.21% | 0.32% | 0.54% | Q4 2017 | Q4 2019 | 9 |
CAXTON ASSOCIATES LP | 6 | 1 | 0.01% | 0.26% | 0.77% | Q2 2014 | Q2 2018 | 9 |
Dorsey & Whitney Trust CO LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.03% | 0.13% | Q2 2021 | Q3 2023 | 9 |
Cerity Partners LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Independent Advisor Alliance | 7 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
SII INVESTMENTS INC/WI | 5 | 4 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q4 2017 | 9 |
Close Asset Management Ltd | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2021 | 9 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
PrairieView Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
PHYSICIANS FINANCIAL SERVICES, INC. | 9 | 9 | 0.15% | 0.31% | 0.48% | Q1 2018 | Q1 2020 | 9 |
EXCALIBUR MANAGEMENT CORP | 5 | 4 | 0.13% | 0.15% | 0.17% | Q2 2020 | Q3 2023 | 9 |
CRAMER ROSENTHAL MCGLYNN LLC | 9 | 9 | 0.09% | 0.21% | 0.33% | Q2 2016 | Q2 2018 | 9 |
Altium Wealth Management LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q1 2022 | 9 |
First National Bank of South Miami | 7 | 2 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q1 2022 | 9 |
Boston Partners | 5 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 9 |
V Wealth Advisors LLC | 8 | 1 | 0.01% | 0.10% | 0.18% | Q2 2017 | Q1 2022 | 9 |
FIRST CITIZENS BANK & TRUST CO | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q2 2018 | 9 |
Whitnell & Co. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 9 |
Nationwide Fund Advisors | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2015 | 9 |
Costello Asset Management, INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Spearhead Capital Advisors, LLC | 9 | 9 | 0.30% | 0.97% | 1.33% | Q4 2017 | Q4 2019 | 9 |
WEBSTER BANK, N. A. | 4 | 1 | 0.03% | 0.07% | 0.14% | Q2 2016 | Q2 2019 | 9 |
FIRST NEW YORK SECURITIES LLC /NY | 4 | 1 | 0.04% | 0.68% | 2.06% | Q2 2013 | Q2 2016 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q1 2021 | 9 |
OppenheimerFunds, Inc. | 7 | 2 | 0.03% | 0.06% | 0.10% | Q1 2013 | Q1 2016 | 9 |
EVERGREEN CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 9 |
Susquehanna International Securities, Ltd. | 4 | 1 | 0.36% | 2.93% | 14.40% | Q1 2019 | Q4 2021 | 9 |
Lenox Wealth Management, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 9 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2022 | 9 |
BANK OF NOVA SCOTIA TRUST CO | 7 | 1 | 0.01% | 0.11% | 0.19% | Q3 2015 | Q4 2019 | 9 |
Beach Investment Management, LLC. | 9 | 9 | 0.66% | 1.45% | 2.46% | Q2 2013 | Q2 2015 | 9 |
AGF INVESTMENTS INC. | 9 | 9 | 0.08% | 0.21% | 0.26% | Q2 2013 | Q2 2015 | 9 |
Sterling Capital Management LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 9 |
INSIGHT 2811, INC. | 8 | 1 | 0.12% | 0.39% | 0.83% | Q1 2018 | Q1 2022 | 9 |
CAPITAL GUARDIAN TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.06% | 0.17% | 0.37% | Q1 2017 | Q2 2023 | 9 |
BEACON FINANCIAL GROUP | 9 | 9 | 0.26% | 0.47% | 0.81% | Q1 2018 | Q1 2020 | 9 |
BRIDGES INVESTMENT MANAGEMENT INC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q4 2019 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.16% | 0.27% | 0.34% | Q2 2013 | Q2 2015 | 9 |
Keystone Financial Planning, Inc. | 9 | 9 | 0.45% | 0.85% | 1.09% | Q4 2016 | Q4 2018 | 9 |
Loudon Investment Management, LLC | 9 | 9 | 0.16% | 0.85% | 1.28% | Q3 2016 | Q3 2018 | 9 |
PECAUT & CO. | 9 | 9 | 0.40% | 1.83% | 3.60% | Q4 2016 | Q4 2018 | 9 |
Valiant Capital Management, L.P. | 9 | 9 | 5.37% | 7.77% | 9.16% | Q1 2013 | Q1 2015 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
TURNER INVESTMENTS LLC | 8 | 8 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q1 2015 | 8 |
EMORY UNIVERSITY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2013 | 8 |
ASPIRIANT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
GOODWIN DANIEL L | 8 | 8 | 0.26% | 0.34% | 0.43% | Q4 2017 | Q3 2019 | 8 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2023 | 8 |
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | 8 | 8 | 29.15% | 60.26% | 99.52% | Q4 2014 | Q3 2016 | 8 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2018 | 8 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2015 | 8 |
Virtue Capital Management, LLC | 6 | 1 | 0.01% | 0.08% | 0.12% | Q1 2018 | Q3 2021 | 8 |
OLD NATIONAL BANCORP /IN/ | 5 | 1 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q3 2020 | 8 |
Boit C F David | 5 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.07% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Port Capital LLC | 8 | 8 | 0.10% | 1.50% | 1.99% | Q4 2017 | Q3 2019 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
American Investment Services, Inc. | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2016 | Q3 2018 | 8 |
Koss-Olinger Consulting, LLC | 7 | 1 | 0.07% | 0.15% | 0.19% | Q1 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FRED ALGER MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.28% | 0.73% | Q2 2014 | Q1 2016 | 8 |
CapWealth Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.07% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Tidal Investments LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Focused Wealth Management, Inc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Raab & Moskowitz Asset Management LLC | 4 | 1 | 0.01% | 0.12% | 0.24% | Q4 2014 | Q4 2019 | 8 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
SPINNAKER TRUST | 8 | 8 | 0.12% | 0.14% | 0.16% | Q4 2016 | Q3 2018 | 8 |
Connor, Clark & Lunn Investment Management Ltd. | 5 | 1 | 0.00% | 0.11% | 0.32% | Q1 2019 | Q2 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.84% | 1.89% | 3.98% | Q4 2020 | Q3 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.07% | 0.29% | 0.37% | Q2 2013 | Q1 2015 | 8 |
York Capital Management Global Advisors, LLC | 8 | 8 | 0.00% | 1.47% | 2.33% | Q1 2014 | Q4 2015 | 8 |
Camarda Financial Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.04% | Q2 2016 | Q2 2019 | 8 |
Jolley Asset Management, LLC | 8 | 8 | 0.04% | 2.26% | 2.99% | Q4 2016 | Q3 2018 | 8 |
MERIDIAN MANAGEMENT CO | 8 | 8 | 0.81% | 1.05% | 1.65% | Q3 2016 | Q2 2018 | 8 |
Verdence Capital Advisors LLC | 8 | 8 | 0.17% | 0.23% | 0.30% | Q4 2017 | Q3 2019 | 8 |
CITY NATIONAL BANK | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
CURIAN CAPITAL LLC | 8 | 8 | 0.06% | 0.09% | 0.10% | Q1 2014 | Q4 2015 | 8 |
HOWARD HUGHES MEDICAL INSTITUTE | 8 | 8 | 0.66% | 0.87% | 1.20% | Q3 2013 | Q2 2015 | 8 |
Buttonwood Financial Advisors Inc. | 8 | 8 | 2.37% | 2.80% | 3.34% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2018 | 8 |
AMERICAN ASSET MANAGEMENT INC. | 8 | 8 | 0.22% | 0.27% | 0.35% | Q4 2016 | Q3 2018 | 8 |
Barrett Asset Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 8 |
SMITH, MOORE & CO. | 8 | 8 | 0.10% | 0.13% | 0.15% | Q1 2017 | Q4 2018 | 8 |
Pinion Investment Advisors, LLC | 6 | 2 | 0.18% | 0.49% | 0.67% | Q4 2020 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 4 | 1 | 0.00% | 0.06% | 0.43% | Q4 2018 | Q3 2021 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.13% | 0.26% | 0.42% | Q2 2013 | Q1 2015 | 8 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 8 | 8 | 0.09% | 0.15% | 0.20% | Q3 2017 | Q2 2019 | 8 |
Arkfeld Wealth Strategies, L.L.C. | 8 | 8 | 1.06% | 1.61% | 2.08% | Q1 2020 | Q4 2021 | 8 |
CHATHAM CAPITAL GROUP, INC. | 8 | 8 | 0.06% | 0.10% | 0.14% | Q4 2014 | Q3 2016 | 8 |
DODGE & COX | 8 | 8 | 0.56% | 0.93% | 1.19% | Q4 2021 | Q3 2023 | 8 |
Sutton Wealth Advisors Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Penserra Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sound Income Strategies, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 8 |
Nichols Asset Management LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q3 2015 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Zions Trust, National Association | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
TIAA, FSB | 7 | 7 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q4 2018 | 7 |
Caption Management, LLC | 2 | 1 | 0.02% | 0.18% | 0.69% | Q1 2018 | Q4 2021 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.10% | 0.25% | 0.38% | Q2 2013 | Q4 2014 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q4 2017 | Q2 2019 | 7 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.12% | 0.29% | Q2 2013 | Q4 2013 | 7 |
RMB Capital Management, LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2014 | 7 |
PagnatoKarp Partners LLC | 7 | 7 | 0.11% | 0.12% | 0.18% | Q1 2017 | Q3 2018 | 7 |
Corvex Management LP | 7 | 7 | 0.67% | 1.29% | 1.96% | Q1 2014 | Q3 2015 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.06% | 0.33% | Q2 2013 | Q4 2014 | 7 |
VICTORY CAPITAL MANAGEMENT INC | 7 | 7 | 0.02% | 0.38% | 0.64% | Q3 2013 | Q1 2015 | 7 |
Chicago Partners Investment Group LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2018 | 7 |
Oxbow Advisors, LLC | 7 | 7 | 0.11% | 0.25% | 0.42% | Q2 2018 | Q4 2019 | 7 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.04% | 0.10% | 0.18% | Q3 2015 | Q4 2020 | 7 |
Clearstead Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2019 | 7 |
Motley Fool Asset Management LLC | 7 | 7 | 0.62% | 0.71% | 0.82% | Q1 2018 | Q3 2019 | 7 |
FLOSSBACH VON STORCH AG | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2020 | 7 |
FIRST CITIZENS BANCORPORATION INC | 7 | 7 | 0.61% | 0.65% | 0.68% | Q2 2013 | Q4 2014 | 7 |
BANCORPSOUTH INC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q1 2016 | 7 |
WADE G W & INC | 7 | 7 | 0.68% | 0.89% | 0.99% | Q1 2017 | Q3 2018 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.09% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
FIRST NATIONAL BANK OF OMAHA | 7 | 7 | 0.02% | 0.28% | 0.45% | Q3 2018 | Q1 2020 | 7 |
NorthCoast Asset Management LLC | 4 | 1 | 0.11% | 0.30% | 0.58% | Q3 2015 | Q4 2019 | 7 |
BANK OF HAWAII | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.32% | 0.48% | Q4 2016 | Q2 2018 | 7 |
LG Capital Management, LP | 7 | 7 | 3.42% | 6.06% | 9.18% | Q4 2013 | Q2 2015 | 7 |
SCOUT INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2016 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 7 |
Forum Financial Management, LP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Fosun International Ltd | 6 | 1 | 0.06% | 0.44% | 0.79% | Q3 2021 | Q3 2023 | 7 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2020 | 7 |
Independent Wealth Network Inc. | 7 | 7 | 0.15% | 0.19% | 0.22% | Q3 2021 | Q1 2023 | 7 |
Stanley-Laman Group, Ltd. | 7 | 7 | 0.27% | 0.45% | 0.62% | Q2 2017 | Q4 2018 | 7 |
NewEdge Wealth, LLC | 6 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 7 |
St. Johns Investment Management Company, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
Global X Management CO LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 7 |
First Trust Direct Indexing L.P. | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
CoreFirst Bank & Trust | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Cohen Investment Advisors LLC | 7 | 7 | 0.24% | 0.28% | 0.35% | Q4 2020 | Q2 2022 | 7 |
Cheviot Value Management, LLC | 7 | 7 | 1.39% | 1.76% | 2.25% | Q2 2018 | Q4 2019 | 7 |
Ruffer LLP | 6 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 7 |
Elite Wealth Management, Inc. | 5 | 2 | 0.01% | 0.09% | 0.29% | Q2 2016 | Q4 2018 | 7 |
Apriem Advisors | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2017 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Wealth Quarterback LLC | 5 | 2 | 0.01% | 0.24% | 0.55% | Q4 2019 | Q3 2021 | 7 |
Capital Square, LLC | 5 | 2 | 0.17% | 0.20% | 0.26% | Q2 2021 | Q1 2023 | 7 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Pointe Capital Management LLC | 7 | 7 | 0.09% | 0.18% | 0.30% | Q1 2015 | Q3 2016 | 7 |
Otter Creek Advisors, LLC | 5 | 1 | 1.06% | 2.25% | 3.05% | Q1 2015 | Q1 2018 | 7 |
Qtron Investments LLC | 3 | 1 | 0.06% | 0.12% | 0.20% | Q3 2019 | Q2 2023 | 7 |
Cedar Brook Financial Partners, LLC | 4 | 1 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 7 |
Csenge Advisory Group | 6 | 1 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 7 |
S.E.E.D. Planning Group LLC | 6 | 1 | 0.08% | 0.68% | 1.02% | Q4 2020 | Q1 2023 | 7 |
Apollon Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 7 |
Hamilton Wealth, LLC | 7 | 7 | 1.08% | 2.87% | 4.54% | Q2 2020 | Q4 2021 | 7 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.02% | 0.12% | 0.21% | Q1 2014 | Q1 2018 | 7 |
Walleye Capital LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 7 |
Selective Wealth Management, Inc. | 6 | 1 | 0.01% | 0.06% | 0.31% | Q3 2018 | Q4 2020 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
FNY Investment Advisers, LLC | 3 | 1 | 0.12% | 0.85% | 2.30% | Q4 2018 | Q3 2023 | 7 |
Destination Wealth Management | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q2 2019 | 7 |
Versant Capital Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q3 2019 | 7 |
Wellesley Investment Partners, LLC | 7 | 7 | 0.27% | 0.35% | 0.42% | Q4 2015 | Q2 2017 | 7 |
MYCIO WEALTH PARTNERS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 7 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q1 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.14% | 0.20% | 0.26% | Q2 2013 | Q4 2014 | 7 |
Li Winifred I | 7 | 7 | 0.04% | 0.20% | 0.40% | Q2 2013 | Q4 2014 | 7 |
TREMBLANT CAPITAL GROUP | 7 | 7 | 0.13% | 1.24% | 2.45% | Q1 2017 | Q3 2018 | 7 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q1 2023 | 7 |
HOERTKORN RICHARD CHARLES | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 6 |
Truvvo Partners LLC | 6 | 6 | 0.83% | 1.48% | 2.99% | Q4 2015 | Q1 2017 | 6 |
HRT FINANCIAL LP | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2021 | 6 |
BerganKDV Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
Cutler Capital Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2022 | 6 |
Franklin, Parlapiano, Turner & Welch, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2017 | 6 |
Vise Technologies, Inc. | 6 | 6 | 0.11% | 0.15% | 0.20% | Q2 2022 | Q3 2023 | 6 |
FORA Capital, LLC | 3 | 1 | 0.08% | 0.17% | 0.23% | Q1 2020 | Q2 2023 | 6 |
Trust Investment Advisors | 6 | 6 | 0.49% | 1.10% | 1.45% | Q4 2013 | Q1 2015 | 6 |
Klingman & Associates, LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q3 2016 | 6 |
Squar Milner Financial Services LLC | 5 | 1 | 0.02% | 0.13% | 0.21% | Q2 2018 | Q4 2019 | 6 |
FT Options LLC | 3 | 1 | 0.00% | 0.66% | 1.37% | Q4 2015 | Q3 2017 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.38% | 0.48% | 0.62% | Q2 2022 | Q3 2023 | 6 |
Stephens Consulting, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 6 |
DRW Securities, LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q1 2021 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.09% | 0.15% | Q2 2017 | Q3 2017 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 6 |
Community Bank, N.A. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 6 |
GW&K Investment Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 6 |
Itau USA Asset Management Inc. | 6 | 6 | 0.10% | 0.13% | 0.14% | Q2 2013 | Q3 2014 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
HERNDON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 6 |
F3Logic, LLC | 6 | 6 | 0.03% | 0.19% | 0.26% | Q3 2020 | Q4 2021 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q1 2018 | 6 |
RPG Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 6 | 6 | 0.06% | 0.10% | 0.12% | Q2 2013 | Q3 2014 | 6 |
TRIANGLE PEAK PARTNERS, LP | 4 | 2 | 0.29% | 0.32% | 0.37% | Q4 2013 | Q2 2015 | 6 |
NORTH AMERICAN MANAGEMENT CORP | 6 | 6 | 0.04% | 0.66% | 0.96% | Q4 2018 | Q1 2020 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
TOTH FINANCIAL ADVISORY CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
FULTON BANK, N.A. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 6 |
MURPHY CAPITAL MANAGEMENT INC | 5 | 1 | 0.03% | 0.06% | 0.10% | Q4 2013 | Q4 2015 | 6 |
Ameritas Investment Partners, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.12% | 0.31% | 0.50% | Q2 2013 | Q3 2014 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Roble, Belko & Company, Inc | 5 | 1 | 0.02% | 0.05% | 0.07% | Q2 2016 | Q4 2017 | 6 |
Intersect Capital LLC | 2 | 1 | 0.05% | 0.08% | 0.12% | Q4 2014 | Q3 2021 | 6 |
HBK INVESTMENTS L P | 4 | 2 | 0.04% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 6 |
AT Bancorp | 6 | 6 | 0.03% | 0.15% | 0.26% | Q1 2016 | Q2 2017 | 6 |
HHG & Company, LLC | 6 | 6 | 2.14% | 2.60% | 2.85% | Q4 2014 | Q1 2016 | 6 |
KANAWHA CAPITAL MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q3 2018 | 6 |
Cumberland Partners Ltd | 6 | 6 | 0.24% | 0.34% | 0.54% | Q2 2018 | Q3 2019 | 6 |
NISA INVESTMENT ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
BlackRock Institutional Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Paradigm Financial Partners, LLC | 6 | 6 | 0.83% | 0.99% | 1.12% | Q2 2022 | Q3 2023 | 6 |
Seafarer Capital Partners, LLC | 6 | 6 | 12.60% | 16.01% | 19.38% | Q2 2022 | Q3 2023 | 6 |
HALSEY ASSOCIATES INC/CT | 6 | 6 | 0.06% | 0.08% | 0.11% | Q2 2018 | Q3 2019 | 6 |
Radnor Capital Management, LLC | 6 | 6 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q1 2018 | 6 |
Pendal Group Ltd | 6 | 6 | 0.04% | 0.06% | 0.10% | Q3 2021 | Q4 2022 | 6 |
Trust Co | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2020 | 6 |
IVORY INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.06% | 0.36% | 0.61% | Q3 2013 | Q3 2016 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
BlackRock Group LTD | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 6 |
Steward Financial Group LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ALERUS FINANCIAL NA | 5 | 1 | 0.06% | 0.46% | 1.06% | Q1 2022 | Q3 2023 | 6 |
CIBC Asset Management Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.16% | 0.19% | 0.25% | Q2 2022 | Q3 2023 | 6 |
CRA Financial Services, LLC | 5 | 1 | 0.13% | 0.20% | 0.26% | Q4 2018 | Q2 2020 | 6 |
Continuum Advisory, LLC | 6 | 6 | 0.11% | 0.14% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Vident Investment Advisory, LLC | 2 | 2 | 0.01% | 0.04% | 0.10% | Q2 2016 | Q1 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.12% | 0.14% | 0.18% | Q2 2013 | Q3 2014 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 2 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 6 |
Wellington Shields Capital Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Nicholas Investment Partners, LP | 6 | 6 | 0.09% | 0.12% | 0.14% | Q2 2013 | Q3 2014 | 6 |
McGinn Penninger Investment Management, Inc. | 6 | 6 | 0.22% | 0.36% | 0.44% | Q3 2021 | Q4 2022 | 6 |
HARTFORD INVESTMENT MANAGEMENT CO | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
GoalVest Advisory LLC | 3 | 1 | 0.01% | 0.51% | 1.07% | Q4 2020 | Q4 2023 | 6 |
CATAPULT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.26% | 0.63% | 1.21% | Q2 2013 | Q3 2015 | 6 |
Sierra Capital LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Guardian Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Ascent Group, LLC | 6 | 6 | 0.24% | 0.28% | 0.35% | Q2 2022 | Q3 2023 | 6 |
BSW Wealth Partners | 6 | 6 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q2 2022 | 6 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 2 | 0.03% | 0.20% | 0.39% | Q2 2013 | Q2 2015 | 6 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 6 | 6 | 0.32% | 0.53% | 0.62% | Q2 2014 | Q3 2015 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
REGATTA CAPITAL GROUP, LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q1 2023 | 6 |
Nuveen Asset Management, LLC | 5 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q2 2019 | 6 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2021 | 6 |
Miracle Mile Advisors, LLC | 6 | 6 | 0.02% | 0.07% | 0.27% | Q1 2019 | Q2 2020 | 6 |
First Eagle Investment Management, LLC | 3 | 1 | 0.16% | 0.44% | 0.58% | Q1 2014 | Q3 2017 | 6 |
GLG LLC | 6 | 6 | 0.08% | 0.17% | 0.27% | Q1 2014 | Q2 2015 | 6 |
1st Global Advisors, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q2 2017 | 6 |
OneDigital Investment Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 5 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q4 2017 | 5 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q4 2018 | 5 |
AMP Capital Investors Ltd | 5 | 5 | 0.01% | 0.05% | 0.09% | Q3 2015 | Q3 2016 | 5 |
Mork Capital Management, LLC | 5 | 5 | 0.61% | 0.72% | 0.80% | Q4 2016 | Q4 2017 | 5 |
B & T Capital Management DBA Alpha Capital Management | 5 | 5 | 0.54% | 0.62% | 0.74% | Q4 2019 | Q4 2020 | 5 |
Atlas Private Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Stelac Advisory Services LLC | 2 | 1 | 0.45% | 0.78% | 1.32% | Q3 2017 | Q2 2020 | 5 |
Disciplined Investments, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 5 |
RETIREMENT GUYS FORMULA LLC | 5 | 5 | 0.16% | 0.32% | 0.41% | Q1 2022 | Q1 2023 | 5 |
Investidor Profissional Gestao de Recursos Ltda. | 5 | 5 | 3.65% | 8.33% | 15.54% | Q4 2017 | Q4 2018 | 5 |
CVA Family Office, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.17% | 0.29% | 0.44% | Q3 2022 | Q3 2023 | 5 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3 | 1 | 0.19% | 0.38% | 0.62% | Q1 2014 | Q2 2019 | 5 |
Compass Wealth Management LLC | 5 | 5 | 1.34% | 1.50% | 1.71% | Q4 2022 | Q4 2023 | 5 |
FNY Managed Accounts LLC | 2 | 1 | 0.01% | 0.13% | 0.38% | Q4 2014 | Q3 2016 | 5 |
Kingsview Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Lebenthal Asset Management, LLC | 5 | 5 | 0.03% | 0.05% | 0.10% | Q1 2016 | Q1 2017 | 5 |
Lebenthal Holdings,LLC | 2 | 1 | 0.03% | 0.08% | 0.11% | Q4 2014 | Q2 2016 | 5 |
J.W. COLE ADVISORS, INC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Analyst IMS Investment Management Services Ltd. | 5 | 5 | 0.04% | 0.09% | 0.11% | Q4 2018 | Q4 2019 | 5 |
SOMERVILLE KURT F | 5 | 5 | 0.06% | 0.07% | 0.07% | Q4 2014 | Q4 2015 | 5 |
Heritage Wealth Advisors | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 5 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.08% | 0.20% | 0.29% | Q3 2013 | Q2 2017 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.10% | 0.29% | 0.43% | Q4 2020 | Q1 2023 | 5 |
Blueshift Asset Management, LLC | 3 | 1 | 0.02% | 0.07% | 0.15% | Q4 2018 | Q2 2021 | 5 |
Taylor Hoffman Wealth Management | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2019 | 5 |
River Road Asset Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2018 | 5 |
MAPLELANE CAPITAL, LLC | 2 | 1 | 0.00% | 0.22% | 0.57% | Q2 2013 | Q1 2019 | 5 |
GQG Partners LLC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Hanson & Doremus Investment Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 5 |
Liberty Mutual Group Asset Management Inc. | 5 | 5 | 0.02% | 0.02% | 0.04% | Q3 2015 | Q3 2016 | 5 |
OTTER CREEK MANAGEMENT INC | 4 | 4 | 0.56% | 1.65% | 3.02% | Q4 2014 | Q3 2015 | 5 |
Jackson Hole Capital Partners, LLC | 5 | 5 | 0.27% | 0.32% | 0.39% | Q4 2018 | Q4 2019 | 5 |
Alkeon Capital Management | 5 | 5 | 0.21% | 0.50% | 0.64% | Q3 2018 | Q3 2019 | 5 |
Lee Financial Co | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Itau Unibanco Holding S.A. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2018 | 5 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 5 | 5 | 0.20% | 0.42% | 0.77% | Q2 2019 | Q2 2020 | 5 |
Salomon & Ludwin, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
Arlington Partners LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q4 2021 | 5 |
Vantage Investment Partners, LLC | 5 | 5 | 0.41% | 0.85% | 1.16% | Q4 2018 | Q4 2019 | 5 |
LOEB PARTNERS CORP | 2 | 1 | 0.31% | 0.66% | 1.19% | Q2 2013 | Q4 2018 | 5 |
Jackson, Grant Investment Advisers, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2018 | 5 |
Mitsubishi UFJ Asset Management Co., Ltd. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
MARIETTA INVESTMENT PARTNERS LLC | 5 | 5 | 0.21% | 0.38% | 0.45% | Q4 2014 | Q4 2015 | 5 |
RPg Family Wealth Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.09% | Q4 2015 | Q4 2016 | 5 |
ROCKY MOUNTAIN ADVISERS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Wellington Shields & Co., LLC | 4 | 1 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 5 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.01% | 0.11% | 0.41% | Q3 2019 | Q4 2019 | 5 |
NEW YORK STATE COMMON RETIREMENT FUND | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 5 |
Waverly Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2017 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.04% | 0.12% | 0.24% | Q1 2020 | Q3 2023 | 5 |
Retirement Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 5 |
SSI INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.03% | 0.07% | 0.12% | Q3 2013 | Q3 2014 | 5 |
JAMES INVESTMENT RESEARCH INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 5 |
MARKSTON INTERNATIONAL LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
BLACKROCK ADVISORS LLC | 5 | 5 | 0.03% | 0.15% | 0.20% | Q4 2015 | Q4 2016 | 5 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.16% | 0.54% | Q1 2017 | Q3 2017 | 5 |
CNB Bank | 4 | 1 | 0.01% | 0.11% | 0.17% | Q4 2017 | Q2 2019 | 5 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 5 |
Banyan Partners, LLC | 5 | 5 | 0.04% | 0.07% | 0.08% | Q3 2013 | Q3 2014 | 5 |
Lone Pine Capital | 3 | 2 | 0.42% | 1.60% | 3.06% | Q4 2015 | Q4 2017 | 5 |
EVEREST CAPITAL LLC | 5 | 5 | 0.12% | 0.17% | 0.22% | Q2 2013 | Q2 2014 | 5 |
55I, LLC | 5 | 5 | 0.02% | 0.12% | 0.28% | Q3 2019 | Q3 2020 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q2 2019 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
FARALLON CAPITAL MANAGEMENT LLC | 3 | 2 | 0.13% | 0.56% | 1.33% | Q3 2017 | Q4 2018 | 5 |
NORGES BANK | 4 | 1 | 0.00% | 0.04% | 0.05% | Q4 2015 | Q1 2019 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 5 | 5 | 0.16% | 0.21% | 0.24% | Q3 2017 | Q3 2018 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
SOA Wealth Advisors, LLC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
OUTFITTER FINANCIAL LLC | 4 | 1 | 0.00% | 0.78% | 1.10% | Q4 2021 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q2 2023 | 5 |
Laffer Tengler Investments, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Adalta Capital Management LLC | 5 | 5 | 3.16% | 3.42% | 3.74% | Q1 2017 | Q1 2018 | 5 |
Kathleen S. Wright Associates Inc. | 5 | 5 | 0.05% | 0.13% | 0.16% | Q4 2021 | Q4 2022 | 5 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.02% | 0.08% | 0.20% | Q2 2017 | Q2 2020 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 5 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.65% | 2.26% | Q2 2016 | Q3 2023 | 5 |
Perella Weinberg Partners Capital Management LP | 4 | 1 | 0.07% | 0.70% | 1.41% | Q2 2013 | Q3 2014 | 5 |
Gibson Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Iron Horse Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Pentwater Capital Management LP | 3 | 2 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q3 2020 | 5 |
Cladis Investment Advisory, LLC | 5 | 5 | 0.36% | 0.44% | 0.50% | Q4 2021 | Q4 2022 | 5 |
PICTET BANK & TRUST Ltd | 4 | 4 | 0.12% | 0.22% | 0.28% | Q1 2019 | Q4 2019 | 4 |
South Dakota Investment Council | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 4 |
Visionary Asset Management, Inc. | 4 | 4 | 0.10% | 0.13% | 0.15% | Q1 2018 | Q4 2018 | 4 |
Cohen Capital Management, Inc. | 4 | 4 | 0.47% | 0.52% | 0.57% | Q1 2022 | Q4 2022 | 4 |
abrdn Investment Management Ltd | 2 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2014 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
BW Gestao de Investimentos Ltda. | 2 | 2 | 0.36% | 1.36% | 2.71% | Q1 2018 | Q4 2019 | 4 |
Gary Goldberg Planning Services Inc | 4 | 4 | 0.10% | 0.12% | 0.14% | Q1 2014 | Q4 2014 | 4 |
FRANKLIN STREET ADVISORS INC /NC | 4 | 4 | 0.10% | 0.18% | 0.30% | Q2 2013 | Q1 2014 | 4 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 4 | 4 | 0.03% | 0.05% | 0.07% | Q1 2013 | Q4 2013 | 4 |
Perigon Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 4 |
COWEN INC. | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2016 | Q3 2017 | 4 |
Blackhawk Capital Partners LLC. | 4 | 4 | 0.01% | 0.79% | 1.12% | Q4 2017 | Q3 2018 | 4 |
Manikay Partners, LLC | 4 | 4 | 3.99% | 4.98% | 5.61% | Q1 2019 | Q4 2019 | 4 |
Princeton Alpha Management LP | 2 | 1 | 0.04% | 0.08% | 0.12% | Q1 2014 | Q2 2015 | 4 |
Formidable Asset Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2016 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.07% | 0.15% | 0.24% | Q2 2013 | Q1 2014 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 0.46% | 0.48% | 0.51% | Q4 2015 | Q3 2016 | 4 |
EMS Capital LP | 4 | 4 | 0.11% | 0.13% | 0.16% | Q1 2018 | Q4 2018 | 4 |
Arete Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
IPG Investment Advisors LLC | 4 | 4 | 0.07% | 0.13% | 0.17% | Q4 2018 | Q3 2019 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Concorde Asset Management, LLC | 4 | 4 | 0.18% | 0.37% | 0.51% | Q4 2016 | Q3 2017 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
IAT REINSURANCE CO LTD. | 3 | 1 | 0.15% | 0.30% | 0.69% | Q3 2016 | Q3 2019 | 4 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q1 2016 | 4 |
Micawber Capital, LLC | 4 | 4 | 2.76% | 4.12% | 6.19% | Q4 2016 | Q3 2017 | 4 |
LaSalle Street Capital Management, LLC | 4 | 4 | 0.44% | 0.46% | 0.48% | Q4 2014 | Q3 2015 | 4 |
SENECA CAPITAL INVESTMENTS, L.P. | 4 | 4 | 0.80% | 1.35% | 1.72% | Q4 2014 | Q3 2015 | 4 |
Corient Capital Partners, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q1 2022 | 4 |
BBR PARTNERS, LLC | 3 | 1 | 0.04% | 0.10% | 0.20% | Q4 2014 | Q4 2019 | 4 |
Centiva Capital, LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 4 |
Santa Fe Partners LLC | 2 | 1 | 0.12% | 0.31% | 0.46% | Q2 2013 | Q2 2015 | 4 |
Advisors Capital Management, LLC | 4 | 4 | 0.30% | 0.32% | 0.33% | Q1 2017 | Q4 2017 | 4 |
Moloney Securities Asset Management, LLC | 3 | 1 | 0.04% | 0.06% | 0.09% | Q3 2017 | Q2 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Cordatus Wealth Management LLC | 2 | 2 | 0.16% | 0.23% | 0.40% | Q4 2020 | Q3 2023 | 4 |
Lester Murray Antman dba SimplyRich | 4 | 4 | 0.31% | 0.41% | 0.50% | Q4 2017 | Q3 2018 | 4 |
Oak Asset Management, LLC | 4 | 4 | 0.16% | 0.22% | 0.25% | Q4 2017 | Q3 2018 | 4 |
Seneca House Advisors | 4 | 4 | 0.18% | 0.23% | 0.30% | Q4 2017 | Q3 2018 | 4 |
TOWER BRIDGE ADVISORS | 3 | 1 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q4 2017 | 4 |
CX Institutional | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 4 |
Principle Wealth Partners LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2021 | 4 |
MOODY LYNN & LIEBERSON, LLC | 3 | 1 | 0.12% | 0.34% | 0.85% | Q2 2014 | Q3 2017 | 4 |
Henry James International Management Inc. | 3 | 1 | 0.09% | 0.10% | 0.10% | Q3 2018 | Q3 2019 | 4 |
VisionPoint Advisory Group, LLC | 4 | 4 | 0.12% | 0.32% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Exeter Financial, LLC | 4 | 4 | 0.66% | 0.81% | 0.88% | Q4 2017 | Q3 2018 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Old North State Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 4 |
MMBG INVESTMENT ADVISORS CO. | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2021 | Q3 2022 | 4 |
OSTRUM ASSET MANAGEMENT | 4 | 4 | 1.20% | 2.11% | 3.30% | Q3 2019 | Q2 2020 | 4 |
Keudell/Morrison Wealth Management | 3 | 1 | 0.15% | 0.21% | 0.24% | Q1 2019 | Q4 2021 | 4 |
Venture Visionary Partners LLC | 3 | 1 | 0.01% | 0.06% | 0.09% | Q1 2021 | Q2 2022 | 4 |
Secure Asset Management, LLC | 3 | 1 | 0.13% | 0.15% | 0.18% | Q4 2019 | Q4 2020 | 4 |
Investment Research & Advisory Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Archer Investment Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RMR Wealth Builders | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Royal Fund Management, LLC | 3 | 1 | 0.00% | 0.09% | 0.19% | Q2 2018 | Q3 2020 | 4 |
CIM INVESTMENT MANAGEMENT INC | 4 | 4 | 0.08% | 0.11% | 0.17% | Q3 2016 | Q2 2017 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Intrua Financial, LLC | 3 | 1 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q2 2022 | 4 |
WOLFF WIESE MAGANA LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 4 | 4 | 1.88% | 4.20% | 5.28% | Q4 2015 | Q3 2016 | 4 |
Opal Wealth Advisors, LLC | 4 | 4 | 0.23% | 0.30% | 0.38% | Q4 2020 | Q3 2021 | 4 |
Golden State Equity Partners | 3 | 1 | 0.05% | 0.18% | 0.27% | Q1 2022 | Q3 2023 | 4 |
Freedman Financial Associates, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.21% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Capricorn Fund Managers Ltd | 3 | 1 | 0.96% | 1.36% | 1.94% | Q1 2022 | Q1 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.04% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
AXQ CAPITAL, LP | 4 | 4 | 0.07% | 0.38% | 0.71% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ICA Group Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 4 | 4 | 0.01% | 0.15% | 0.23% | Q1 2013 | Q4 2013 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Prossimo Advisors, LLC | 4 | 4 | 0.87% | 1.80% | 2.30% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2014 | Q4 2014 | 4 |
Greylin Investment Management, Inc | 4 | 4 | 0.05% | 0.36% | 1.08% | Q1 2019 | Q4 2019 | 4 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2017 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.27% | 0.28% | 0.29% | Q1 2017 | Q4 2017 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
INTEGRATED WEALTH COUNSEL, LLC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q2 2014 | Q1 2015 | 4 |
VIKING GLOBAL INVESTORS LP | 4 | 4 | 1.21% | 1.89% | 2.78% | Q3 2017 | Q2 2018 | 4 |
CLEARBRIDGE, LLC | 3 | 1 | 0.00% | 0.38% | 1.52% | Q4 2017 | Q4 2018 | 4 |
NatWest Group plc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2015 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 4 |
CAPITAL ADVISORS INC/OK | 4 | 4 | 0.63% | 0.70% | 0.73% | Q1 2017 | Q4 2017 | 4 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q2 2021 | 4 |
INVERNESS COUNSEL LLC /NY/ | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
SHIKIAR ASSET MANAGEMENT INC | 4 | 4 | 0.09% | 0.17% | 0.20% | Q1 2016 | Q4 2016 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q1 2018 | 4 |
CARLSON CAPITAL L P | 2 | 1 | 0.04% | 0.15% | 0.25% | Q1 2014 | Q3 2022 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WEXFORD CAPITAL LP | 2 | 1 | 0.27% | 0.68% | 1.62% | Q2 2014 | Q4 2020 | 4 |
BANK HAPOALIM BM | 4 | 4 | 0.06% | 0.09% | 0.12% | Q2 2015 | Q1 2016 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 4 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2015 | 4 |
PAYDEN & RYGEL | 4 | 4 | 0.74% | 0.83% | 0.95% | Q2 2017 | Q1 2018 | 4 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 0.90% | 0.97% | 1.10% | Q4 2022 | Q3 2023 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2015 | Q4 2015 | 4 |
QCI ASSET MANAGEMENT INC/NY | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 4 |
XR Securities LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q4 2020 | 4 |
Bluefin Trading, LLC | 2 | 1 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q1 2018 | 4 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
TILIA FIDUCIARY PARTNERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.61% | 0.63% | 0.67% | Q1 2022 | Q3 2022 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 3 |
Sugarloaf Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 3 |
West Family Investments, Inc. | 2 | 1 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 3 |
Powers Advisory Group, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q2 2022 | 3 |
Baring International Investment Ltd | 3 | 3 | 0.16% | 0.39% | 0.86% | Q2 2013 | Q4 2013 | 3 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.03% | 0.03% | Q1 2021 | Q1 2023 | 3 |
LEUTHOLD GROUP, LLC | 2 | 1 | 0.17% | 0.22% | 0.33% | Q2 2013 | Q4 2022 | 3 |
tru Independence LLC | 3 | 3 | 0.21% | 0.23% | 0.24% | Q4 2019 | Q2 2020 | 3 |
Lido Advisors, LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q1 2020 | 3 |
HM PAYSON & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 2 | 1 | 1.14% | 1.58% | 2.36% | Q2 2014 | Q3 2015 | 3 |
New Jersey Better Educational Savings Trust | 1 | 1 | 0.46% | 0.49% | 0.50% | Q1 2014 | Q3 2015 | 3 |
Financial Advocates Investment Management | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Sterling Ridge Capital Management LP | 3 | 3 | 0.28% | 0.40% | 0.63% | Q3 2015 | Q1 2016 | 3 |
SCOGGIN MANAGEMENT LP | 2 | 2 | 0.05% | 0.81% | 1.20% | Q2 2015 | Q3 2015 | 3 |
Center for Financial Planning, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 3 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.78% | 1.72% | 2.43% | Q3 2013 | Q2 2015 | 3 |
AMG National Trust Bank | 3 | 3 | 0.10% | 0.14% | 0.17% | Q2 2018 | Q4 2018 | 3 |
Stuart Chaussee & Associates, Inc. | 3 | 3 | 0.08% | 0.11% | 0.17% | Q1 2016 | Q3 2016 | 3 |
Perpetual Ltd | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
CHARTWELL INVESTMENT PARTNERS/PA | 3 | 3 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q1 2014 | 3 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q4 2022 | 3 |
Michael & Susan Dell Foundation | 3 | 3 | 6.00% | 6.37% | 6.92% | Q1 2019 | Q3 2019 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Gabalex Capital Management LLC | 3 | 3 | 3.00% | 4.94% | 6.63% | Q1 2018 | Q3 2018 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.08% | 0.13% | 0.21% | Q4 2021 | Q3 2022 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
RATIONAL ADVISORS LLC | 2 | 1 | 0.04% | 0.06% | 0.10% | Q3 2016 | Q4 2022 | 3 |
SIGMA CAPITAL MANAGEMENT LLC | 3 | 3 | 0.15% | 0.24% | 0.37% | Q2 2013 | Q4 2013 | 3 |
CT Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
PFS INVESTMENTS INC. | 3 | 3 | 0.02% | 0.05% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Consulta Ltd | 3 | 3 | 2.96% | 3.59% | 3.94% | Q4 2022 | Q2 2023 | 3 |
Tevis Investment Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
JET CAPITAL INVESTORS L P | 2 | 2 | 0.43% | 2.66% | 5.29% | Q2 2015 | Q3 2015 | 3 |
KEMPER Corp | 3 | 3 | 0.28% | 0.39% | 0.57% | Q3 2014 | Q1 2015 | 3 |
BTC Capital Management, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FNY Partners Fund LP | 2 | 1 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q3 2017 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
NAPLES GLOBAL ADVISORS, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q3 2019 | 3 |
Coatue Management | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q4 2019 | 3 |
RWA WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2018 | 3 |
Community Financial Services Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2015 | 3 |
MANCHESTER FINANCIAL INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 3 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 3 | 3 | 0.98% | 1.40% | 1.82% | Q2 2021 | Q4 2021 | 3 |
SCOUT CAPITAL MANAGEMENT LLC | 3 | 3 | 1.25% | 3.20% | 4.24% | Q2 2013 | Q4 2013 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
IFS Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
EDGE ASSET MANAGEMENT, INC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q2 2016 | Q4 2016 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
JCIC Asset Management Inc. | 3 | 3 | 0.98% | 1.01% | 1.04% | Q4 2017 | Q2 2018 | 3 |
Forty4 Asset Management LLC | 1 | 1 | 0.00% | 0.22% | 0.64% | Q2 2013 | Q2 2013 | 3 |
SAMLYN CAPITAL, LLC | 2 | 1 | 0.94% | 1.05% | 1.11% | Q2 2013 | Q3 2023 | 3 |
Capital Asset Advisory Services LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
FIRST COMMUNITY TRUST NA | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MIZUHO SECURITIES USA LLC | 2 | 1 | 0.12% | 0.58% | 0.83% | Q3 2015 | Q2 2016 | 3 |
Citizens Business Bank | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q2 2022 | 3 |
J. Goldman & Co LP | 2 | 1 | 0.07% | 0.13% | 0.23% | Q1 2014 | Q2 2015 | 3 |
Alpha Cubed Investments, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2016 | Q3 2016 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2015 | Q1 2018 | 3 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.39% | 0.44% | 0.51% | Q1 2016 | Q3 2016 | 3 |
Charter Oak Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 3 |
Madden Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2017 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 3 | 0.13% | 0.24% | 0.32% | Q4 2020 | Q2 2021 | 3 |
COWA, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2020 | 3 |
Buckley Wealth Management, LLC | 2 | 1 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q2 2023 | 3 |
MUFG Securities EMEA plc | 3 | 3 | 2.02% | 3.10% | 4.59% | Q4 2016 | Q2 2017 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.13% | 0.54% | 1.18% | Q2 2013 | Q3 2015 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Global Endowment Management, LP | 3 | 3 | 0.25% | 0.27% | 0.29% | Q4 2014 | Q2 2015 | 3 |
Bank Pictet & Cie (Europe) AG | 2 | 1 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q1 2018 | 3 |
Ballentine Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 2 | 1 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q3 2020 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.08% | 0.21% | Q4 2022 | Q1 2023 | 3 |
Triangle Securities Wealth Management | 3 | 3 | 0.09% | 0.13% | 0.16% | Q4 2021 | Q2 2022 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 3 |
MILES CAPITAL, INC. | 3 | 3 | 0.14% | 0.14% | 0.15% | Q3 2017 | Q1 2018 | 3 |
WP Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
WealthSpring Partners, LLC | 3 | 3 | 0.40% | 0.46% | 0.57% | Q3 2022 | Q1 2023 | 3 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q3 2022 | 3 |
MARIANAS FUND MANAGEMENT LLC | 2 | 1 | 1.23% | 4.58% | 7.24% | Q4 2014 | Q1 2017 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Truvestments Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Aveo Capital Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q4 2019 | 3 |
Orion Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Patriot Wealth Management, Inc. | 3 | 3 | 1.02% | 1.03% | 1.04% | Q3 2017 | Q1 2018 | 3 |
Coronation Fund Managers Ltd. | 3 | 3 | 0.04% | 0.07% | 0.12% | Q1 2019 | Q3 2019 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 3 | 3 | 0.27% | 0.28% | 0.28% | Q4 2018 | Q2 2019 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2015 | 3 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2019 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
MIDDLETON & CO INC/MA | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2015 | Q2 2016 | 3 |
Susquehanna International Group Ltd. | 2 | 1 | 0.80% | 4.05% | 8.90% | Q4 2018 | Q2 2023 | 3 |
Locust Wood Capital Advisers | 2 | 1 | 1.36% | 2.40% | 2.96% | Q3 2014 | Q4 2016 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
COLUMBIA CAPITAL LLC | 3 | 3 | 1.69% | 2.49% | 3.99% | Q1 2014 | Q3 2014 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Bronson Point Management LLC | 2 | 1 | 1.09% | 1.91% | 2.85% | Q2 2013 | Q4 2016 | 3 |
Leonetti & Associates, LLC | 3 | 3 | 2.81% | 2.86% | 2.92% | Q2 2013 | Q4 2013 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
Azimuth Capital Management LLC | 3 | 3 | 0.09% | 0.13% | 0.16% | Q2 2018 | Q4 2018 | 3 |
Clarius Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 3 |
TECTONIC ADVISORS LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Legacy Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 3 |
Mendota Financial Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
IEQ CAPITAL, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2022 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.08% | 0.18% | 0.28% | Q3 2015 | Q1 2023 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2013 | Q3 2013 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2020 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
HANCOCK WHITNEY CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Fiduciary Group LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q1 2017 | Q4 2017 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Blueprint Investment Partners LLC | 2 | 1 | 0.05% | 0.08% | 0.13% | Q1 2022 | Q1 2023 | 3 |
Evolution Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 3 |
HANSBERGER GLOBAL INVESTORS INC/FL | 3 | 3 | 0.24% | 0.47% | 0.74% | Q2 2013 | Q4 2013 | 3 |
Level Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
CHELSEA COUNSEL CO | 3 | 3 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q4 2014 | 3 |
Hirtle Callaghan & Co LLC | 3 | 3 | 0.02% | 0.05% | 0.10% | Q2 2014 | Q4 2014 | 3 |
Harbour Capital Advisors, LLC | 2 | 1 | 0.04% | 0.41% | 0.70% | Q1 2013 | Q1 2017 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.04% | 0.07% | Q1 2020 | Q3 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Foundation Asset Management, LP | 3 | 3 | 0.26% | 4.82% | 8.39% | Q2 2013 | Q4 2013 | 3 |
Legal & General Group Plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Private Ocean, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 3 |
Pratt Collard Advisory Partners LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q4 2017 | Q2 2018 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q2 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
GM Advisory Group, LLC | 3 | 3 | 0.22% | 0.24% | 0.28% | Q4 2013 | Q2 2014 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Operose Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CARRET ASSET MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q2 2016 | Q1 2017 | 3 |
VELT Partners Investimentos Ltda. | 3 | 3 | 13.29% | 15.85% | 17.47% | Q1 2020 | Q3 2020 | 3 |
MOON CAPITAL MANAGEMENT LP | 3 | 3 | 1.22% | 2.05% | 3.07% | Q4 2016 | Q2 2017 | 3 |
Hutner Daniel Ellsworth | 3 | 3 | 1.95% | 2.70% | 3.13% | Q4 2015 | Q2 2016 | 3 |
GAM Holding AG | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 3 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 3 |
STUDIO INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q3 2021 | Q1 2022 | 3 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 3 | 3 | 0.24% | 0.26% | 0.28% | Q2 2020 | Q4 2020 | 3 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.19% | 0.22% | 0.24% | Q1 2015 | Q4 2015 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Holistic Financial Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
MARYLAND CAPITAL ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VISTA FINANCE, LLC | 2 | 2 | 0.32% | 0.48% | 0.65% | Q4 2021 | Q1 2022 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 2 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.23% | 0.62% | 1.00% | Q4 2021 | Q3 2023 | 2 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q1 2018 | 2 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q3 2018 | 2 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 2 | 0.24% | 0.27% | 0.31% | Q3 2019 | Q4 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
JACOB ASSET MANAGEMENT OF NEW YORK LLC | 2 | 2 | 0.29% | 0.29% | 0.29% | Q2 2013 | Q3 2013 | 2 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.29% | 0.40% | 0.50% | Q2 2013 | Q3 2015 | 2 |
True North Advisors, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Chanos & Co LP | 2 | 2 | 2.29% | 2.55% | 2.81% | Q4 2014 | Q1 2015 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q1 2022 | 2 |
HERBST GROUP, LLC | 2 | 2 | 0.58% | 0.68% | 0.77% | Q4 2021 | Q1 2022 | 2 |
VNBTrust, National Association | 1 | 1 | 0.07% | 0.08% | 0.10% | Q3 2013 | Q1 2015 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Traynor Capital Management, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Lee Capital Management LP | 1 | 1 | 0.29% | 0.48% | 0.68% | Q1 2017 | Q3 2017 | 2 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Lodge Hill Capital, LLC | 2 | 2 | 3.13% | 3.83% | 4.53% | Q2 2023 | Q3 2023 | 2 |
PointState Capital LP | 1 | 1 | 0.59% | 0.65% | 0.71% | Q1 2018 | Q3 2021 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Sterling Investment Counsel, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q1 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Americana Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q2 2021 | 2 |
Aureus Asset Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2017 | Q4 2017 | 2 |
Coston, McIsaac & Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
SeaTown Holdings Pte. Ltd. | 2 | 2 | 1.33% | 1.99% | 2.64% | Q3 2017 | Q4 2017 | 2 |
Ayrshire Capital Management LLC | 2 | 2 | 2.03% | 2.04% | 2.06% | Q2 2023 | Q3 2023 | 2 |
Hilltop Holdings Inc. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q2 2023 | 2 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 2 | 2 | 0.58% | 0.62% | 0.65% | Q4 2020 | Q1 2021 | 2 |
Glovista Investments LLC | 1 | 1 | 0.05% | 0.23% | 0.41% | Q2 2016 | Q2 2018 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Foresight Global Investors, Inc. | 2 | 2 | 0.66% | 0.77% | 0.88% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q2 2022 | 2 |
Atom Investors LP | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Myriad Asset Management Ltd. | 1 | 1 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q1 2019 | 2 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Menard Financial Group LLC | 1 | 1 | 0.20% | 0.23% | 0.25% | Q4 2020 | Q2 2021 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q2 2017 | 2 |
Tyrian Investments, L.P. | 2 | 2 | 3.81% | 4.23% | 4.66% | Q4 2014 | Q1 2015 | 2 |
Quantitative Systematic Strategies LLC | 2 | 2 | 0.12% | 0.18% | 0.25% | Q3 2016 | Q4 2016 | 2 |
FOSTER & MOTLEY INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2017 | 2 |
CULLINAN ASSOCIATES INC | 2 | 2 | 0.30% | 0.32% | 0.35% | Q2 2018 | Q3 2018 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Dominick & Dominick LLC | 2 | 2 | 0.42% | 0.47% | 0.53% | Q2 2013 | Q3 2013 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2020 | 2 |
Sanibel Captiva Investment Advisers, Inc. | 2 | 2 | 0.23% | 0.26% | 0.29% | Q3 2013 | Q4 2013 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q1 2023 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.17% | 0.19% | 0.20% | Q3 2017 | Q3 2017 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2016 | Q3 2016 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
LONDON CO OF VIRGINIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
HOMESTEAD ADVISERS CORP | 2 | 2 | 0.64% | 0.71% | 0.78% | Q3 2019 | Q4 2019 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.20% | 0.29% | Q4 2018 | Q1 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 2 |
IBERIABANK CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
MJP ASSOCIATES INC /ADV | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Huber Capital Management LLC | 2 | 2 | 0.10% | 0.19% | 0.28% | Q2 2023 | Q3 2023 | 2 |
ARROW FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Marathon Trading Investment Management LLC | 2 | 2 | 0.04% | 0.21% | 0.38% | Q1 2017 | Q2 2017 | 2 |
UNITED BANK | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q3 2020 | 2 |
SWS Partners | 1 | 1 | 0.09% | 0.12% | 0.14% | Q4 2020 | Q2 2021 | 2 |
BTG Pactual Asset Management S.A. DTVM | 2 | 2 | 6.54% | 10.35% | 14.17% | Q3 2015 | Q4 2015 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2013 | Q3 2013 | 2 |
Blackstone Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 2 |
OPUS INVESTMENT MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 2 | 2 | 0.28% | 0.30% | 0.32% | Q3 2014 | Q4 2014 | 2 |
Ergoteles LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
CHEMUNG CANAL TRUST CO | 2 | 2 | 0.67% | 0.69% | 0.72% | Q2 2019 | Q3 2019 | 2 |
Orinda Asset Management LLC | 2 | 2 | 0.22% | 0.25% | 0.27% | Q2 2014 | Q3 2014 | 2 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.12% | 0.23% | Q4 2017 | Q1 2020 | 2 |
Hudson Bay Capital Management LP | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q1 2017 | 2 |
MUNDER CAPITAL MANAGEMENT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
XTX Topco Ltd | 1 | 1 | 0.14% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Fiera Capital Inc. | 2 | 2 | 3.25% | 3.34% | 3.43% | Q2 2013 | Q3 2013 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Lourd Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 2 |
HighTower Trust Company, N.A. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2018 | Q1 2019 | 2 |
WMS Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.07% | 0.13% | Q4 2014 | Q1 2023 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Glacier Peak Capital LLC | 1 | 1 | 0.79% | 0.90% | 1.01% | Q2 2013 | Q4 2016 | 2 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Numina Capital Management, LLC | 2 | 2 | 0.55% | 1.12% | 1.69% | Q2 2015 | Q3 2015 | 2 |
Capital Wealth Planning, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2019 | 2 |
PDS Planning, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.56% | 0.57% | 0.58% | Q1 2020 | Q2 2020 | 2 |
MASON STREET ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q4 2014 | 2 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 1 | 1 | 1.39% | 3.61% | 5.84% | Q1 2020 | Q3 2023 | 2 |
Noked Israel Ltd | 2 | 2 | 0.12% | 0.17% | 0.22% | Q1 2022 | Q2 2022 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
TIGER GLOBAL MANAGEMENT LLC | 2 | 2 | 1.89% | 2.18% | 2.47% | Q3 2015 | Q4 2015 | 2 |
CHESAPEAKE ASSET MANAGEMENT LLC | 1 | 1 | 0.74% | 1.08% | 1.43% | Q3 2017 | Q1 2018 | 2 |
Brand Asset Management Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
PRINCETON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
LCNB CORP | 2 | 2 | 0.14% | 0.18% | 0.21% | Q2 2018 | Q3 2018 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2013 | Q3 2013 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 2 |
Hitchwood Capital Management LP | 2 | 2 | 1.46% | 2.34% | 3.21% | Q3 2016 | Q4 2016 | 2 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.86% | 0.97% | 1.09% | Q2 2019 | Q3 2019 | 2 |
McCarthy Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Wolff Financial Management LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q1 2019 | Q2 2019 | 2 |
QUEST INVESTMENT MANAGEMENT LLC | 2 | 2 | 1.51% | 1.55% | 1.60% | Q2 2017 | Q3 2017 | 2 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2016 | 2 |
West Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q2 2021 | 2 |
SYMONS CAPITAL MANAGEMENT INC | 2 | 2 | 2.28% | 2.55% | 2.81% | Q1 2020 | Q2 2020 | 2 |
Alpha Wave Global, LP | 2 | 2 | 3.54% | 3.88% | 4.21% | Q2 2013 | Q3 2013 | 2 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 2 | 2 | 0.26% | 0.35% | 0.44% | Q3 2019 | Q4 2019 | 2 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 2 | 0.29% | 0.29% | 0.30% | Q1 2017 | Q2 2017 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
JNE Partners LLP | 2 | 2 | 0.38% | 0.40% | 0.43% | Q4 2019 | Q1 2020 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 2 |
Sentry Investments Corp. | 2 | 2 | 0.05% | 0.08% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.27% | 0.55% | Q4 2020 | Q2 2022 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
AAFMAA Wealth Management & Trust LLC | 2 | 2 | 0.60% | 0.63% | 0.66% | Q2 2022 | Q3 2022 | 2 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
Noked Capital LTD | 2 | 2 | 0.12% | 0.17% | 0.22% | Q1 2022 | Q2 2022 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.55% | 0.97% | 1.39% | Q4 2016 | Q4 2020 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 2 |
BILL & MELINDA GATES FOUNDATION TRUST | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Garner Asset Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q4 2015 | 2 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2013 | Q3 2013 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Chiron Investment Management, LLC | 2 | 2 | 1.95% | 2.30% | 2.65% | Q3 2018 | Q4 2018 | 2 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.54% | 0.58% | 0.63% | Q3 2013 | Q1 2014 | 2 |
IBEX WEALTH ADVISORS | 2 | 2 | 0.01% | 0.82% | 1.64% | Q3 2016 | Q4 2016 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 2.47% | 2.62% | 2.78% | Q2 2023 | Q3 2023 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.08% | 0.15% | 0.22% | Q1 2021 | Q2 2023 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q3 2016 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.03% | 0.07% | 0.10% | Q4 2016 | Q1 2017 | 2 |
COLRAIN CAPITAL LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q4 2016 | 2 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2 | 2 | 0.28% | 0.37% | 0.46% | Q1 2020 | Q2 2020 | 2 |
SAL Trading, LLC | 2 | 2 | 1.22% | 1.61% | 2.00% | Q2 2023 | Q3 2023 | 2 |
Broad Peak Investment Holdings Ltd. | 2 | 2 | 0.27% | 0.44% | 0.60% | Q2 2018 | Q3 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.28% | 0.34% | 0.41% | Q2 2013 | Q3 2013 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q1 2019 | 2 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Investment Counsel Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2015 | Q4 2015 | 1 |
CAERUS INVESTORS, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2019 | Q1 2019 | 1 |
Voss Capital, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2019 | Q4 2019 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Banco BTG Pactual SA | 1 | 1 | 25.72% | 25.72% | 25.72% | Q4 2015 | Q4 2015 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Athanor Capital, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sustainable Growth Advisers, LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2013 | Q2 2013 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
SCP Investment, LP | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2017 | Q4 2017 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
G&S Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Altman Advisors, Inc. | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Steigerwald, Gordon & Koch Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Rossmore Private Capital | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Oliver Luxxe Assets LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2019 | Q3 2019 | 1 |
BRILLIANCE ASSET MANAGEMENT LTD | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2020 | Q1 2020 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2016 | Q3 2016 | 1 |
Bath Savings Trust Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2015 | Q4 2015 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2015 | Q4 2015 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Opera Trading Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
St. Louis Trust Co | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
SRS Investment Management, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2015 | Q4 2015 | 1 |
Invictus RG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
One68 Global Capital, LLC | 1 | 1 | 4.51% | 4.51% | 4.51% | Q4 2018 | Q4 2018 | 1 |
Monte Financial Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2017 | Q4 2017 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
JANUS HENDERSON GROUP PLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
HORAN CAPITAL MANAGEMENT | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2016 | Q4 2016 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
CAXTON CORP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2018 | Q1 2018 | 1 |
Cognios Capital, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2019 | Q3 2019 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
StoneX Group Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Salzman Financial Management | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2018 | Q1 2018 | 1 |
CLEARFIELD CAPITAL MANAGEMENT LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2017 | Q4 2017 | 1 |
River Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
GARRISON POINT ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
London & Capital Asset Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2014 | Q3 2014 | 1 |
SAGE RHINO CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Tranquility Partners, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2019 | Q2 2019 | 1 |
Decatur Capital Management, Inc. | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2013 | Q2 2013 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TBH Global Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Stonehage Fleming (UK) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Tech Square Trading LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2019 | Q1 2019 | 1 |
COUNTRY FUND MANAGEMENT | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2013 | Q3 2013 | 1 |
Apertura Capital, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2017 | Q2 2017 | 1 |
Wealth Alliance | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Avalon Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2016 | Q4 2016 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Optas, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Asio Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q3 2015 | 1 |
Citizens National Bank Trust Department | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Lagoda Investment Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Truadvice, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Spectrum Asset Management, Inc. (NB/CA) | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2017 | Q3 2017 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 2.58% | 2.58% | 2.58% | Q4 2016 | Q4 2016 | 1 |
YG PARTNERS, LLC | 1 | 1 | 2.78% | 2.78% | 2.78% | Q4 2015 | Q4 2015 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
CADIAN CAPITAL MANAGEMENT, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
State of Wyoming | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Merchants' Gate Capital LP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2014 | Q3 2014 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q4 2021 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2018 | Q3 2018 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GLG INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Wealth Management Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q4 2020 | Q4 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
RAINIER INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
APG Asset Management N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Five Oceans Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Korea Investment CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2023 | Q1 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Insight Inv LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q2 2013 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Torch Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2013 | Q4 2013 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
XY Capital Ltd | 1 | 1 | 2.32% | 2.32% | 2.32% | Q4 2022 | Q4 2022 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
Sea Otter Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2018 | Q4 2018 | 1 |
ADI CAPITAL MANAGEMENT LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2014 | Q4 2014 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Mizuho Asset Management Co.,Ltd. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
Riverview Capital Advisers, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2023 | Q3 2023 | 1 |
GAVEA INVESTIMENTOS LTDA | 1 | 1 | 35.00% | 35.00% | 35.00% | Q4 2016 | Q4 2016 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Surevest, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2012 | Q4 2012 | 1 |
CI INVESTMENTS INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2014 | Q4 2014 | 1 |
GENESEE VALLEY TRUST CO | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
Gerstein Fisher | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
Three Corner Global Investors LP | 1 | 1 | 2.29% | 2.29% | 2.29% | Q1 2014 | Q1 2014 | 1 |
TRUSTCO BANK CORP N Y | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2020 | Q4 2020 | 1 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2013 | Q2 2013 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
Antipodean Advisors LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q2 2015 | Q2 2015 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Realm Partners LLC | 1 | 1 | 5.32% | 5.32% | 5.32% | Q2 2013 | Q2 2013 | 1 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
BAILARD, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Charter Bridge Capital Management, L.P. | 1 | 1 | 2.99% | 2.99% | 2.99% | Q1 2015 | Q1 2015 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CONNING INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2019 | Q3 2019 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2017 | Q3 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 1.47% | 1.47% | 1.47% | Q3 2019 | Q3 2019 | 1 |
PDT Partners, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2015 | Q3 2015 | 1 |
Meru Capital Group, LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2015 | Q3 2015 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Caerus Global Investors LLC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q4 2013 | Q4 2013 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COMPTON CAPITAL MANAGEMENT INC /RI | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KLINGENSTEIN FIELDS & CO LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
BIRINYI ASSOCIATES INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2013 | Q3 2013 | 1 |
Aristotle Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2014 | Q2 2014 | 1 |
MSD Partners, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Airain ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
JS Capital Management LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2015 | Q1 2015 | 1 |
Capital International Sarl | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Charter Oak Partners Management, L.P. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2013 | Q2 2013 | 1 |
Candriam S.C.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
Euclid Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Ranger International Management, LP | 1 | 1 | 2.78% | 2.78% | 2.78% | Q2 2017 | Q2 2017 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MARSICO CAPITAL MANAGEMENT LLC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q2 2013 | Q2 2013 | 1 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2018 | Q2 2018 | 1 |
JHL Capital Group LLC | 1 | 1 | 5.70% | 5.70% | 5.70% | Q4 2015 | Q4 2015 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2013 | Q2 2013 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Bristol Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2023 | Q2 2023 | 1 |
Founders Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
IMS Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
GenTrust, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2013 | Q2 2013 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2017 | Q2 2017 | 1 |
Savoir Faire Capital Management, L.P. | 1 | 1 | 2.66% | 2.66% | 2.66% | Q3 2023 | Q3 2023 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2020 | Q4 2020 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Diametric Capital, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Cito Capital Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Manning & Napier Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2016 | Q4 2016 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Circle Road Advisors LP | 1 | 1 | 6.04% | 6.04% | 6.04% | Q1 2018 | Q1 2018 | 1 |
Owl Creek Asset Management, L.P. | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2015 | Q3 2015 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Trellus Management Company, LLC | 1 | 1 | 2.12% | 2.12% | 2.12% | Q3 2015 | Q3 2015 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own ANHEUSER BUSCH INBEV SA/NV or have owned ANHEUSER BUSCH INBEV SA/NV in the past.