Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36 | 36 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 105 |
CITIGROUP INC | 36 | 36 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 101 |
D. E. Shaw & Co., Inc. | 36 | 36 | 0.00% | 0.03% | 0.19% | Q4 2014 | Q3 2023 | 96 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.04% | 0.26% | Q4 2014 | Q3 2023 | 96 |
GOLDMAN SACHS GROUP INC | 36 | 36 | 0.00% | 0.05% | 0.24% | Q4 2014 | Q3 2023 | 94 |
Citadel Advisors | 34 | 1 | 0.00% | 0.03% | 0.14% | Q4 2014 | Q3 2023 | 93 |
Walleye Trading LLC | 36 | 36 | 0.00% | 0.02% | 0.11% | Q4 2014 | Q3 2023 | 90 |
BARCLAYS PLC | 36 | 36 | 0.00% | 0.04% | 0.36% | Q4 2014 | Q3 2023 | 90 |
JANE STREET GROUP, LLC | 36 | 36 | 0.00% | 0.01% | 0.11% | Q4 2014 | Q3 2023 | 85 |
BNP PARIBAS FINANCIAL MARKETS | 36 | 36 | 0.00% | 0.04% | 0.21% | Q4 2014 | Q3 2023 | 82 |
HSBC HOLDINGS PLC | 36 | 36 | 0.00% | 0.06% | 0.42% | Q4 2014 | Q3 2023 | 81 |
Jefferies Group LLC | 30 | 30 | 0.00% | 0.04% | 0.21% | Q4 2014 | Q1 2022 | 75 |
Parallax Volatility Advisers, L.P. | 22 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 71 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.12% | Q4 2014 | Q3 2023 | 69 |
WOLVERINE TRADING, LLC | 13 | 1 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 69 |
CAPITAL FUND MANAGEMENT S.A. | 27 | 4 | 0.00% | 0.07% | 0.32% | Q4 2014 | Q3 2023 | 69 |
GLENMEDE TRUST CO NA | 45 | 4 | 0.01% | 0.19% | 0.50% | Q4 2006 | Q3 2023 | 66 |
MILLENNIUM MANAGEMENT LLC | 34 | 1 | 0.00% | 0.06% | 0.27% | Q4 2014 | Q3 2023 | 66 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 3 | 0.00% | 0.07% | 0.38% | Q2 2016 | Q3 2023 | 64 |
CREDIT SUISSE AG/ | 34 | 1 | 0.00% | 0.06% | 0.27% | Q4 2014 | Q3 2023 | 63 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q3 2023 | 59 |
TWO SIGMA INVESTMENTS, LP | 17 | 1 | 0.00% | 0.14% | 0.67% | Q4 2014 | Q3 2023 | 55 |
TWO SIGMA SECURITIES, LLC | 18 | 4 | 0.00% | 0.05% | 0.25% | Q3 2016 | Q3 2023 | 54 |
Paloma Partners Management Co | 15 | 1 | 0.00% | 0.06% | 0.18% | Q4 2014 | Q3 2023 | 51 |
Cutler Group LLC / CA | 15 | 1 | 0.00% | 0.01% | 0.16% | Q4 2015 | Q2 2023 | 50 |
DEUTSCHE BANK AG\ | 36 | 36 | 0.00% | 0.11% | 0.30% | Q4 2014 | Q3 2023 | 49 |
Creative Planning | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 49 |
Squarepoint Ops LLC | 19 | 6 | 0.00% | 0.10% | 0.39% | Q2 2015 | Q3 2023 | 47 |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.07% | 0.15% | Q4 2014 | Q3 2023 | 46 |
Invesco Ltd. | 36 | 36 | 0.00% | 0.25% | 0.53% | Q4 2014 | Q3 2023 | 45 |
Cubist Systematic Strategies, LLC | 36 | 36 | 0.00% | 0.13% | 0.64% | Q4 2014 | Q3 2023 | 44 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 40 |
Verition Fund Management LLC | 19 | 1 | 0.00% | 0.18% | 0.66% | Q1 2015 | Q3 2023 | 40 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.01% | 0.10% | 0.78% | Q4 2014 | Q3 2023 | 39 |
Nuveen Asset Management, LLC | 36 | 36 | 0.00% | 0.22% | 0.62% | Q4 2014 | Q3 2023 | 39 |
HighTower Advisors, LLC | 17 | 2 | 0.00% | 0.06% | 0.16% | Q4 2014 | Q3 2023 | 39 |
NOMURA HOLDINGS INC | 20 | 1 | 0.00% | 0.04% | 0.26% | Q4 2014 | Q2 2023 | 39 |
SHUFRO ROSE & CO LLC | 36 | 36 | 0.01% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 39 |
BlackRock Inc. | 36 | 36 | 0.00% | 0.22% | 0.35% | Q4 2014 | Q3 2023 | 39 |
Allianz Asset Management GmbH | 36 | 36 | 0.00% | 0.31% | 0.62% | Q4 2014 | Q3 2023 | 38 |
DnB Asset Management AS | 37 | 37 | 0.10% | 0.25% | 1.31% | Q4 2014 | Q4 2023 | 37 |
BANK OF MONTREAL /CAN/ | 33 | 2 | 0.00% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 37 |
INTRUST BANK NA | 36 | 36 | 0.11% | 0.22% | 0.33% | Q4 2014 | Q3 2023 | 36 |
SECURIAN ASSET MANAGEMENT, INC | 36 | 36 | 0.09% | 0.16% | 0.29% | Q4 2014 | Q3 2023 | 36 |
Archon Partners LLC | 36 | 36 | 1.99% | 3.40% | 6.01% | Q4 2014 | Q3 2023 | 36 |
HUNTINGTON NATIONAL BANK | 36 | 36 | 0.04% | 0.16% | 0.62% | Q4 2014 | Q3 2023 | 36 |
PRICE T ROWE ASSOCIATES INC /MD/ | 36 | 36 | 0.14% | 0.57% | 1.05% | Q4 2014 | Q3 2023 | 36 |
CONNING INC. | 36 | 36 | 0.03% | 0.08% | 0.15% | Q4 2014 | Q3 2023 | 36 |
Checchi Capital Advisers, LLC | 36 | 36 | 0.04% | 0.09% | 0.14% | Q4 2014 | Q3 2023 | 36 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 36 | 36 | 0.09% | 0.15% | 0.25% | Q4 2014 | Q3 2023 | 36 |
Laird Norton Wetherby Wealth Management, LLC | 36 | 36 | 0.14% | 0.19% | 0.26% | Q4 2014 | Q3 2023 | 36 |
SouthState Corp | 36 | 36 | 0.45% | 1.49% | 2.45% | Q4 2014 | Q3 2023 | 36 |
Legal & General Group Plc | 36 | 36 | 0.17% | 0.25% | 0.36% | Q4 2014 | Q3 2023 | 36 |
REGIONS FINANCIAL CORP | 36 | 36 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 36 |
GUGGENHEIM CAPITAL LLC | 36 | 36 | 0.02% | 0.09% | 0.18% | Q4 2014 | Q3 2023 | 36 |
GUARDIAN CAPITAL ADVISORS LP | 36 | 36 | 0.42% | 0.58% | 0.83% | Q4 2014 | Q3 2023 | 36 |
MONARCH CAPITAL MANAGEMENT INC/ | 36 | 36 | 0.09% | 0.17% | 0.26% | Q4 2014 | Q3 2023 | 36 |
State of New Jersey Common Pension Fund D | 36 | 36 | 0.02% | 0.12% | 0.27% | Q4 2014 | Q3 2023 | 36 |
Cetera Advisor Networks LLC | 36 | 36 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 36 |
Evercore Wealth Management, LLC | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Artemis Investment Management LLP | 36 | 36 | 0.01% | 0.69% | 2.15% | Q4 2014 | Q3 2023 | 36 |
Daiwa Securities Group Inc. | 36 | 36 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 36 |
NATIXIS ADVISORS, L.P. | 36 | 36 | 0.09% | 0.25% | 0.38% | Q4 2014 | Q3 2023 | 36 |
BNP Paribas Asset Management Holding S.A. | 36 | 36 | 0.01% | 0.14% | 0.43% | Q4 2014 | Q3 2023 | 36 |
Sumitomo Mitsui Trust Holdings, Inc. | 36 | 36 | 0.18% | 0.26% | 0.40% | Q4 2014 | Q3 2023 | 36 |
SYNOVUS FINANCIAL CORP | 36 | 36 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 36 |
Louisiana State Employees Retirement System | 36 | 36 | 0.11% | 0.16% | 0.22% | Q4 2014 | Q3 2023 | 36 |
FineMark National Bank & Trust | 36 | 36 | 0.02% | 0.35% | 0.77% | Q4 2014 | Q3 2023 | 36 |
Smith, Graham & Co., Investment Advisors, LP | 36 | 36 | 0.60% | 0.84% | 1.10% | Q4 2014 | Q3 2023 | 36 |
Kentucky Retirement Systems | 36 | 36 | 0.17% | 0.26% | 0.38% | Q4 2014 | Q3 2023 | 36 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 36 | 36 | 0.15% | 0.23% | 0.34% | Q4 2014 | Q3 2023 | 36 |
South Dakota Investment Council | 36 | 36 | 0.20% | 0.58% | 0.92% | Q4 2014 | Q3 2023 | 36 |
Mitsubishi UFJ Asset Management Co., Ltd. | 36 | 36 | 0.13% | 0.18% | 0.29% | Q4 2014 | Q3 2023 | 36 |
Neuberger Berman Group LLC | 36 | 36 | 0.07% | 0.16% | 0.47% | Q4 2014 | Q3 2023 | 36 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 36 | 36 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Highlander Capital Management, LLC | 36 | 36 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Mitsubishi UFJ Trust & Banking Corp | 36 | 36 | 0.22% | 0.43% | 0.85% | Q4 2014 | Q3 2023 | 36 |
CIBC Asset Management Inc | 36 | 36 | 0.02% | 0.04% | 0.11% | Q4 2014 | Q3 2023 | 36 |
Chevy Chase Trust Holdings, LLC | 36 | 36 | 0.15% | 0.22% | 0.30% | Q4 2014 | Q3 2023 | 36 |
Narwhal Capital Management | 36 | 36 | 0.46% | 0.86% | 1.32% | Q4 2014 | Q3 2023 | 36 |
Sandy Spring Bank | 36 | 36 | 0.22% | 0.34% | 0.58% | Q4 2014 | Q3 2023 | 36 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 36 | 36 | 0.17% | 0.24% | 0.34% | Q4 2014 | Q3 2023 | 36 |
VANGUARD GROUP INC | 36 | 36 | 0.12% | 0.19% | 0.30% | Q4 2014 | Q3 2023 | 36 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 36 | 36 | 0.04% | 0.19% | 0.52% | Q4 2014 | Q3 2023 | 36 |
GREATMARK INVESTMENT PARTNERS, INC. | 36 | 36 | 1.08% | 1.38% | 1.72% | Q4 2014 | Q3 2023 | 36 |
FUKOKU MUTUAL LIFE INSURANCE Co | 36 | 36 | 0.03% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 36 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 36 | 36 | 3.14% | 4.11% | 6.35% | Q4 2014 | Q3 2023 | 36 |
Norinchukin Bank, The | 36 | 36 | 0.04% | 0.11% | 0.18% | Q4 2014 | Q3 2023 | 36 |
D.A. DAVIDSON & CO. | 36 | 36 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.05% | 0.11% | 0.27% | Q4 2014 | Q3 2023 | 36 |
Robeco Institutional Asset Management B.V. | 36 | 36 | 0.03% | 0.52% | 1.09% | Q4 2014 | Q3 2023 | 36 |
YACKTMAN ASSET MANAGEMENT LP | 36 | 36 | 0.97% | 1.74% | 2.69% | Q4 2014 | Q3 2023 | 36 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 36 | 36 | 0.27% | 0.46% | 0.69% | Q4 2014 | Q3 2023 | 36 |
MACQUARIE GROUP LTD | 36 | 36 | 0.02% | 0.06% | 0.16% | Q4 2014 | Q3 2023 | 36 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 36 | 36 | 0.15% | 0.22% | 0.33% | Q4 2014 | Q3 2023 | 36 |
GABELLI FUNDS LLC | 36 | 36 | 0.02% | 0.06% | 0.11% | Q4 2014 | Q3 2023 | 36 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 36 | 36 | 0.06% | 0.23% | 1.10% | Q4 2014 | Q3 2023 | 36 |
KBC Group NV | 36 | 36 | 0.16% | 0.40% | 0.78% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 36 | 36 | 0.01% | 0.09% | 0.18% | Q4 2014 | Q3 2023 | 36 |
WRIGHT INVESTORS SERVICE INC | 36 | 36 | 0.32% | 0.87% | 1.71% | Q4 2014 | Q3 2023 | 36 |
SHELTON CAPITAL MANAGEMENT | 36 | 36 | 0.01% | 0.16% | 0.58% | Q4 2014 | Q3 2023 | 36 |
WELLINGTON MANAGEMENT GROUP LLP | 36 | 36 | 0.10% | 0.44% | 0.96% | Q4 2014 | Q3 2023 | 36 |
DODGE & COX | 36 | 36 | 0.00% | 0.07% | 0.46% | Q4 2014 | Q3 2023 | 36 |
LPL Financial LLC | 36 | 36 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 36 |
SMITH, MOORE & CO. | 36 | 36 | 0.22% | 0.25% | 0.30% | Q4 2014 | Q3 2023 | 36 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 36 | 36 | 0.00% | 0.30% | 0.95% | Q4 2014 | Q3 2023 | 36 |
Baillie Gifford | 36 | 36 | 0.71% | 1.27% | 2.02% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES TRUST N.A. | 36 | 36 | 0.03% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 36 |
LOWE BROCKENBROUGH & CO INC | 36 | 36 | 0.51% | 1.00% | 1.54% | Q4 2014 | Q3 2023 | 36 |
KEYBANK NATIONAL ASSOCIATION/OH | 36 | 36 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2023 | 36 |
BURNEY CO/ | 36 | 36 | 0.07% | 0.13% | 0.22% | Q4 2014 | Q3 2023 | 36 |
AXA S.A. | 36 | 36 | 0.09% | 0.24% | 0.54% | Q4 2014 | Q3 2023 | 36 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 36 | 36 | 0.02% | 0.29% | 2.23% | Q4 2014 | Q3 2023 | 36 |
FIRST CITIZENS BANK & TRUST CO | 36 | 36 | 0.04% | 0.46% | 1.08% | Q4 2014 | Q3 2023 | 36 |
MOODY NATIONAL BANK TRUST DIVISION | 36 | 36 | 0.04% | 0.19% | 0.46% | Q4 2014 | Q3 2023 | 36 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 36 | 36 | 0.01% | 0.14% | 0.80% | Q4 2014 | Q3 2023 | 36 |
Hanson & Doremus Investment Management | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Manchester Capital Management LLC | 36 | 36 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 36 |
Bank of New York Mellon Corp | 36 | 36 | 0.09% | 0.16% | 0.25% | Q4 2014 | Q3 2023 | 36 |
MORGAN STANLEY | 36 | 36 | 0.02% | 0.07% | 0.17% | Q4 2014 | Q3 2023 | 36 |
PEAK6 Group LLC | 15 | 15 | 0.00% | 0.05% | 0.28% | Q4 2014 | Q2 2018 | 36 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 36 | 36 | 0.74% | 1.77% | 2.94% | Q4 2014 | Q3 2023 | 36 |
AMG National Trust Bank | 36 | 36 | 0.06% | 0.10% | 0.19% | Q4 2014 | Q3 2023 | 36 |
EARNEST PARTNERS LLC | 36 | 36 | 0.08% | 0.21% | 0.35% | Q4 2014 | Q3 2023 | 36 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 36 | 36 | 0.16% | 0.24% | 0.35% | Q4 2014 | Q3 2023 | 36 |
AUXIER ASSET MANAGEMENT | 36 | 36 | 1.54% | 2.62% | 4.12% | Q4 2014 | Q3 2023 | 36 |
West Oak Capital, LLC | 36 | 36 | 0.02% | 0.06% | 0.16% | Q4 2014 | Q3 2023 | 36 |
THRIVENT FINANCIAL FOR LUTHERANS | 36 | 36 | 0.01% | 0.15% | 0.65% | Q4 2014 | Q3 2023 | 36 |
PITCAIRN CO | 36 | 36 | 0.05% | 0.09% | 0.19% | Q4 2014 | Q3 2023 | 36 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 36 | 36 | 0.20% | 0.33% | 0.50% | Q4 2014 | Q3 2023 | 36 |
DAVENPORT & Co LLC | 36 | 36 | 0.03% | 0.33% | 1.28% | Q4 2014 | Q3 2023 | 36 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 36 | 36 | 0.14% | 0.19% | 0.24% | Q4 2014 | Q3 2023 | 36 |
KCM INVESTMENT ADVISORS LLC | 36 | 36 | 0.13% | 0.19% | 0.38% | Q4 2014 | Q3 2023 | 36 |
ALLIANCEBERNSTEIN L.P. | 36 | 36 | 0.15% | 0.48% | 0.70% | Q4 2014 | Q3 2023 | 36 |
Boston Partners | 36 | 36 | 0.08% | 0.63% | 1.16% | Q4 2014 | Q3 2023 | 36 |
FMR LLC | 36 | 36 | 0.14% | 0.24% | 0.41% | Q4 2014 | Q3 2023 | 36 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 36 | 36 | 0.04% | 0.08% | 0.11% | Q4 2014 | Q3 2023 | 36 |
GATEWAY INVESTMENT ADVISERS LLC | 36 | 36 | 0.27% | 0.42% | 0.68% | Q4 2014 | Q3 2023 | 36 |
THOMPSON SIEGEL & WALMSLEY LLC | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
RHUMBLINE ADVISERS | 36 | 36 | 0.16% | 0.23% | 0.33% | Q4 2014 | Q3 2023 | 36 |
Sanders Capital, LLC | 36 | 36 | 2.11% | 3.13% | 5.22% | Q4 2014 | Q3 2023 | 36 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 36 | 36 | 0.08% | 0.13% | 0.16% | Q4 2014 | Q3 2023 | 36 |
PANAGORA ASSET MANAGEMENT INC | 36 | 36 | 0.01% | 0.29% | 0.75% | Q4 2014 | Q3 2023 | 36 |
PROFFITT & GOODSON INC | 36 | 36 | 0.00% | 0.32% | 1.00% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.03% | 0.17% | 0.45% | Q4 2014 | Q3 2023 | 36 |
FIRST TRUST ADVISORS LP | 36 | 36 | 0.04% | 0.17% | 0.45% | Q4 2014 | Q3 2023 | 36 |
PRINCIPAL FINANCIAL GROUP INC | 36 | 36 | 0.07% | 0.14% | 0.29% | Q4 2014 | Q3 2023 | 36 |
W.G. Shaheen & Associates DBA Whitney & Co | 36 | 36 | 0.17% | 0.31% | 0.57% | Q4 2014 | Q3 2023 | 36 |
DIMENSIONAL FUND ADVISORS LP | 36 | 36 | 0.21% | 0.30% | 0.39% | Q4 2014 | Q3 2023 | 36 |
DUPONT CAPITAL MANAGEMENT CORP | 36 | 36 | 0.02% | 0.32% | 0.60% | Q4 2014 | Q3 2023 | 36 |
PROFUND ADVISORS LLC | 36 | 36 | 0.06% | 0.09% | 0.15% | Q4 2014 | Q3 2023 | 36 |
EAGLE GLOBAL ADVISORS LLC | 36 | 36 | 0.22% | 0.97% | 2.10% | Q4 2014 | Q3 2023 | 36 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 36 | 36 | 0.12% | 0.25% | 0.52% | Q4 2014 | Q3 2023 | 36 |
FIFTH THIRD BANCORP | 36 | 36 | 0.02% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 36 |
MONETARY MANAGEMENT GROUP INC | 36 | 36 | 0.02% | 0.12% | 0.29% | Q4 2014 | Q3 2023 | 36 |
1ST SOURCE BANK | 36 | 36 | 0.04% | 0.06% | 0.11% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 36 | 36 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 36 |
M&T BANK CORP | 36 | 36 | 0.01% | 0.12% | 0.20% | Q4 2014 | Q3 2023 | 36 |
ProShare Advisors LLC | 36 | 36 | 0.04% | 0.07% | 0.10% | Q4 2014 | Q3 2023 | 36 |
FRANKLIN RESOURCES INC | 36 | 36 | 0.00% | 0.10% | 0.28% | Q4 2014 | Q3 2023 | 36 |
SEIZERT CAPITAL PARTNERS, LLC | 36 | 36 | 0.49% | 1.31% | 2.39% | Q4 2014 | Q3 2023 | 36 |
CENTRAL TRUST Co | 36 | 36 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 36 |
HYMAN CHARLES D | 36 | 36 | 0.26% | 0.37% | 0.49% | Q4 2014 | Q3 2023 | 36 |
MEYER HANDELMAN CO | 36 | 36 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
Swiss National Bank | 36 | 36 | 0.14% | 0.24% | 0.36% | Q4 2014 | Q3 2023 | 36 |
PRUDENTIAL FINANCIAL INC | 36 | 36 | 0.13% | 0.27% | 0.42% | Q4 2014 | Q3 2023 | 36 |
WHITTIER TRUST CO | 36 | 36 | 0.19% | 0.53% | 1.03% | Q4 2014 | Q3 2023 | 36 |
FORVIS Wealth Advisors, LLC | 36 | 36 | 0.12% | 0.21% | 0.30% | Q4 2014 | Q3 2023 | 36 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 36 | 36 | 0.17% | 0.23% | 0.32% | Q4 2014 | Q3 2023 | 36 |
AVIVA PLC | 36 | 36 | 0.10% | 0.22% | 0.77% | Q4 2014 | Q3 2023 | 36 |
UBS ASSET MANAGEMENT AMERICAS INC | 36 | 36 | 0.12% | 0.28% | 0.44% | Q4 2014 | Q3 2023 | 36 |
Grantham, Mayo, Van Otterloo & Co. LLC | 36 | 36 | 0.06% | 1.44% | 2.45% | Q4 2014 | Q3 2023 | 36 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 36 | 36 | 0.13% | 0.23% | 0.36% | Q4 2014 | Q3 2023 | 36 |
Steigerwald, Gordon & Koch Inc. | 36 | 36 | 2.51% | 3.06% | 4.13% | Q4 2014 | Q3 2023 | 36 |
AMERICAN INTERNATIONAL GROUP, INC. | 36 | 36 | 0.05% | 0.11% | 0.27% | Q4 2014 | Q3 2023 | 36 |
Meiji Yasuda Life Insurance Co | 36 | 36 | 0.01% | 0.07% | 0.16% | Q4 2014 | Q3 2023 | 36 |
Kentucky Retirement Systems Insurance Trust Fund | 36 | 36 | 0.17% | 0.26% | 0.38% | Q4 2014 | Q3 2023 | 36 |
STATE OF WISCONSIN INVESTMENT BOARD | 36 | 36 | 0.12% | 0.40% | 0.62% | Q4 2014 | Q3 2023 | 36 |
ClearBridge Investments | 36 | 36 | 0.07% | 0.11% | 0.18% | Q4 2014 | Q3 2023 | 36 |
BROWN ADVISORY INC | 36 | 36 | 0.23% | 0.33% | 0.56% | Q4 2014 | Q3 2023 | 36 |
OLD NATIONAL BANCORP /IN/ | 36 | 36 | 0.06% | 0.11% | 0.17% | Q4 2014 | Q3 2023 | 36 |
State of Tennessee, Treasury Department | 36 | 36 | 0.06% | 0.16% | 0.40% | Q4 2014 | Q3 2023 | 36 |
First Horizon Advisors, Inc. | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 36 | 36 | 0.64% | 1.82% | 3.06% | Q4 2014 | Q3 2023 | 36 |
RMB Capital Management, LLC | 36 | 36 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 36 |
Texas Yale Capital Corp. | 36 | 36 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 36 |
DEAN INVESTMENT ASSOCIATES, LLC | 36 | 36 | 0.04% | 0.11% | 0.30% | Q4 2014 | Q3 2023 | 36 |
BENEDICT FINANCIAL ADVISORS INC | 36 | 36 | 0.95% | 1.16% | 1.35% | Q4 2014 | Q3 2023 | 36 |
First Eagle Investment Management, LLC | 36 | 36 | 0.52% | 1.58% | 2.74% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Coastline Trust Co | 36 | 36 | 0.44% | 0.64% | 0.89% | Q4 2014 | Q3 2023 | 36 |
FIRST FINANCIAL CORP /IN/ | 36 | 36 | 0.02% | 0.13% | 0.33% | Q4 2014 | Q3 2023 | 36 |
OAK ASSOCIATES LTD /OH/ | 36 | 36 | 0.03% | 0.24% | 0.45% | Q4 2014 | Q3 2023 | 36 |
AQR Capital Management | 36 | 36 | 0.22% | 0.54% | 0.90% | Q4 2014 | Q3 2023 | 36 |
FARMERS TRUST CO | 36 | 36 | 0.10% | 0.27% | 1.92% | Q4 2014 | Q3 2023 | 36 |
LEUTHOLD GROUP, LLC | 36 | 36 | 0.48% | 0.99% | 1.77% | Q4 2014 | Q3 2023 | 36 |
Retirement Systems of Alabama | 36 | 36 | 0.10% | 0.20% | 0.38% | Q4 2014 | Q3 2023 | 36 |
TORONTO DOMINION BANK | 36 | 36 | 0.00% | 0.12% | 0.32% | Q4 2014 | Q3 2023 | 36 |
Brandywine Global Investment Management, LLC | 36 | 36 | 0.00% | 0.54% | 1.18% | Q4 2014 | Q3 2023 | 36 |
CENTRAL BANK & TRUST CO | 36 | 36 | 0.01% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 36 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 36 | 36 | 0.16% | 0.34% | 0.66% | Q4 2014 | Q3 2023 | 36 |
WESTPAC BANKING CORP | 36 | 36 | 0.08% | 0.19% | 0.54% | Q4 2014 | Q3 2023 | 36 |
Polaris Capital Management, LLC | 36 | 36 | 0.95% | 2.03% | 2.58% | Q4 2014 | Q3 2023 | 36 |
CITY HOLDING CO | 36 | 36 | 0.10% | 0.12% | 0.14% | Q4 2014 | Q3 2023 | 36 |
Calamos Advisors LLC | 36 | 36 | 0.03% | 0.10% | 0.42% | Q4 2014 | Q3 2023 | 36 |
FIRST MANHATTAN CO. LLC. | 36 | 36 | 0.00% | 0.00% | 0.12% | Q4 2014 | Q3 2023 | 36 |
GEODE CAPITAL MANAGEMENT, LLC | 36 | 36 | 0.15% | 0.22% | 0.30% | Q4 2014 | Q3 2023 | 36 |
NORDEA INVESTMENT MANAGEMENT AB | 36 | 36 | 0.98% | 1.52% | 2.42% | Q4 2014 | Q3 2023 | 36 |
SG Americas Securities, LLC | 36 | 36 | 0.01% | 0.10% | 0.91% | Q4 2014 | Q3 2023 | 36 |
OPPENHEIMER & CO INC | 36 | 36 | 0.05% | 0.16% | 0.26% | Q4 2014 | Q3 2023 | 36 |
TEXAS PERMANENT SCHOOL FUND CORP | 36 | 36 | 0.14% | 0.19% | 0.26% | Q4 2014 | Q3 2023 | 36 |
STRS OHIO | 36 | 36 | 0.09% | 0.28% | 0.54% | Q4 2014 | Q3 2023 | 36 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 36 | 36 | 0.24% | 1.01% | 2.30% | Q4 2014 | Q3 2023 | 36 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 36 | 36 | 0.09% | 0.17% | 0.31% | Q4 2014 | Q3 2023 | 36 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 36 | 36 | 0.40% | 0.62% | 0.84% | Q4 2014 | Q3 2023 | 36 |
AMERIPRISE FINANCIAL INC | 36 | 36 | 0.02% | 0.21% | 0.56% | Q4 2014 | Q3 2023 | 36 |
METROPOLITAN LIFE INSURANCE CO/NY | 36 | 36 | 0.12% | 0.18% | 0.32% | Q4 2014 | Q3 2023 | 36 |
FARMERS & MERCHANTS INVESTMENTS INC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Meiji Yasuda Asset Management Co Ltd. | 36 | 36 | 0.06% | 0.17% | 0.28% | Q4 2014 | Q3 2023 | 36 |
WHITTIER TRUST CO OF NEVADA INC | 36 | 36 | 0.10% | 0.33% | 0.72% | Q4 2014 | Q3 2023 | 36 |
NORTHERN TRUST CORP | 36 | 36 | 0.12% | 0.18% | 0.26% | Q4 2014 | Q3 2023 | 36 |
STOCK YARDS BANK & TRUST CO | 36 | 36 | 0.03% | 0.16% | 0.73% | Q4 2014 | Q3 2023 | 36 |
JAMES INVESTMENT RESEARCH INC | 36 | 36 | 0.14% | 0.84% | 1.98% | Q4 2014 | Q3 2023 | 36 |
JANUS HENDERSON GROUP PLC | 36 | 36 | 0.03% | 0.14% | 0.36% | Q4 2014 | Q3 2023 | 36 |
NEW YORK STATE COMMON RETIREMENT FUND | 36 | 36 | 0.15% | 0.24% | 0.37% | Q4 2014 | Q3 2023 | 36 |
AMERICAN CENTURY COMPANIES INC | 36 | 36 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 36 |
Advisors Asset Management, Inc. | 36 | 36 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 36 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 36 | 36 | 0.06% | 0.09% | 0.12% | Q4 2014 | Q3 2023 | 36 |
HARTFORD INVESTMENT MANAGEMENT CO | 36 | 36 | 0.18% | 0.26% | 0.38% | Q4 2014 | Q3 2023 | 36 |
TRUIST FINANCIAL CORP | 36 | 36 | 0.33% | 0.44% | 0.55% | Q4 2014 | Q3 2023 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 0.02% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 36 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 36 | 36 | 0.08% | 0.13% | 0.22% | Q4 2014 | Q3 2023 | 36 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
LSV ASSET MANAGEMENT | 36 | 36 | 0.02% | 0.44% | 1.46% | Q4 2014 | Q3 2023 | 36 |
PEAPACK GLADSTONE FINANCIAL CORP | 36 | 36 | 0.01% | 0.05% | 0.12% | Q4 2014 | Q3 2023 | 36 |
MACKENZIE FINANCIAL CORP | 36 | 36 | 0.01% | 0.06% | 0.20% | Q4 2014 | Q3 2023 | 36 |
Korea Investment CORP | 36 | 36 | 0.04% | 0.22% | 0.41% | Q4 2014 | Q3 2023 | 36 |
Livforsakringsbolaget Skandia, Omsesidigt | 36 | 36 | 0.06% | 0.51% | 0.96% | Q4 2014 | Q3 2023 | 36 |
BESSEMER GROUP INC | 36 | 36 | 0.01% | 0.17% | 0.47% | Q4 2014 | Q3 2023 | 36 |
AMALGAMATED BANK | 36 | 36 | 0.11% | 0.20% | 0.29% | Q4 2014 | Q3 2023 | 36 |
Utah Retirement Systems | 36 | 36 | 0.16% | 0.23% | 0.35% | Q4 2014 | Q3 2023 | 36 |
APG Asset Management N.V. | 36 | 36 | 0.03% | 0.34% | 0.76% | Q4 2014 | Q3 2023 | 36 |
Bartlett & Co. LLC | 20 | 16 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2023 | 36 |
Tufton Capital Management | 36 | 36 | 0.14% | 0.26% | 0.47% | Q4 2014 | Q3 2023 | 36 |
NOMURA ASSET MANAGEMENT CO LTD | 36 | 36 | 0.09% | 0.14% | 0.24% | Q4 2014 | Q3 2023 | 36 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q3 2023 | 36 |
TD ASSET MANAGEMENT INC | 36 | 36 | 0.04% | 0.12% | 0.24% | Q4 2014 | Q3 2023 | 36 |
FEDERATED HERMES, INC. | 36 | 36 | 0.01% | 0.07% | 0.16% | Q4 2014 | Q3 2023 | 36 |
Strategic Financial Services, Inc, | 36 | 36 | 0.15% | 0.58% | 1.12% | Q4 2014 | Q3 2023 | 36 |
SUMITOMO LIFE INSURANCE CO | 36 | 36 | 0.03% | 0.23% | 0.44% | Q4 2014 | Q3 2023 | 36 |
COMMERCE BANK | 36 | 36 | 0.01% | 0.32% | 0.86% | Q4 2014 | Q3 2023 | 36 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 36 | 36 | 0.14% | 0.22% | 0.37% | Q4 2014 | Q3 2023 | 36 |
Focused Investors LLC | 36 | 36 | 3.51% | 6.53% | 8.82% | Q4 2014 | Q3 2023 | 36 |
TWIN CAPITAL MANAGEMENT INC | 36 | 36 | 0.07% | 0.45% | 0.80% | Q4 2014 | Q3 2023 | 36 |
VOYA INVESTMENT MANAGEMENT LLC | 36 | 36 | 0.04% | 0.13% | 0.59% | Q4 2014 | Q3 2023 | 36 |
Asset Management One Co., Ltd. | 36 | 36 | 0.08% | 0.19% | 0.34% | Q4 2014 | Q3 2023 | 36 |
TODD ASSET MANAGEMENT LLC | 36 | 36 | 0.53% | 0.82% | 1.43% | Q4 2014 | Q3 2023 | 36 |
Plante Moran Financial Advisors, LLC | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
GREAT LAKES ADVISORS, LLC | 36 | 36 | 0.04% | 0.14% | 0.53% | Q4 2014 | Q3 2023 | 36 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 36 | 36 | 0.02% | 0.06% | 0.34% | Q4 2014 | Q3 2023 | 36 |
PUTNAM INVESTMENTS LLC | 36 | 36 | 0.00% | 0.28% | 1.04% | Q4 2014 | Q3 2023 | 36 |
Bragg Financial Advisors, Inc | 35 | 35 | 0.11% | 0.18% | 0.29% | Q1 2015 | Q3 2023 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.05% | 0.18% | Q4 2014 | Q3 2023 | 35 |
SIGNATUREFD, LLC | 27 | 8 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 35 |
ENTERPRISE FINANCIAL SERVICES CORP | 27 | 8 | 0.01% | 0.05% | 0.22% | Q4 2014 | Q3 2023 | 35 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 18 | 17 | 0.11% | 0.22% | 0.42% | Q4 2014 | Q3 2023 | 35 |
PARK NATIONAL CORP /OH/ | 34 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2023 | 35 |
TCI Wealth Advisors, Inc. | 30 | 5 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 35 |
1832 Asset Management L.P. | 35 | 35 | 0.00% | 0.20% | 0.48% | Q1 2015 | Q3 2023 | 35 |
Veritable, L.P. | 35 | 35 | 0.03% | 0.05% | 0.09% | Q4 2014 | Q2 2023 | 35 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 34 | 1 | 0.10% | 0.68% | 1.17% | Q4 2014 | Q3 2023 | 35 |
Locust Wood Capital Advisers | 21 | 21 | 0.24% | 2.54% | 5.64% | Q3 2018 | Q3 2023 | 35 |
BOKF, NA | 26 | 9 | 0.06% | 0.21% | 0.35% | Q4 2014 | Q3 2023 | 35 |
AlphaMark Advisors, LLC | 30 | 5 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 35 |
Wealth Architects, LLC | 34 | 1 | 0.21% | 0.27% | 0.39% | Q4 2014 | Q3 2023 | 35 |
Vident Investment Advisory, LLC | 35 | 35 | 0.05% | 0.26% | 0.63% | Q4 2014 | Q2 2023 | 35 |
WESBANCO BANK INC | 24 | 11 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 35 |
Freedom Investment Management, Inc. | 35 | 35 | 0.02% | 0.05% | 0.09% | Q1 2015 | Q3 2023 | 35 |
Advisors Capital Management, LLC | 35 | 35 | 0.01% | 0.56% | 1.15% | Q4 2014 | Q2 2023 | 35 |
CANADA PENSION PLAN INVESTMENT BOARD | 31 | 4 | 0.02% | 0.15% | 0.26% | Q4 2014 | Q3 2023 | 35 |
Gotham Asset Management, LLC | 30 | 5 | 0.01% | 0.15% | 0.42% | Q4 2014 | Q3 2023 | 35 |
FIDUCIARY TRUST CO | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
J.P. Morgan Private Wealth Advisors LLC | 34 | 1 | 0.03% | 0.08% | 0.18% | Q4 2014 | Q3 2023 | 35 |
River Wealth Advisors LLC | 35 | 35 | 0.83% | 1.36% | 2.05% | Q1 2015 | Q3 2023 | 35 |
BLAIR WILLIAM & CO/IL | 29 | 6 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.03% | 0.10% | 0.22% | Q1 2015 | Q3 2023 | 35 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 32 | 3 | 0.02% | 0.19% | 0.30% | Q4 2014 | Q3 2023 | 35 |
STIFEL FINANCIAL CORP | 30 | 5 | 0.02% | 0.08% | 0.16% | Q4 2014 | Q3 2023 | 35 |
Employees Retirement System of Texas | 35 | 35 | 0.02% | 0.34% | 0.72% | Q4 2014 | Q2 2023 | 35 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 21 | 14 | 0.02% | 0.21% | 0.47% | Q4 2014 | Q3 2023 | 35 |
Candriam S.C.A. | 31 | 4 | 0.11% | 0.22% | 0.41% | Q4 2014 | Q3 2023 | 35 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 30 | 5 | 0.21% | 0.33% | 0.59% | Q4 2014 | Q3 2023 | 35 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 35 | 35 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
NISA INVESTMENT ADVISORS, LLC | 28 | 7 | 0.20% | 0.29% | 0.44% | Q4 2014 | Q3 2023 | 35 |
WASHINGTON TRUST BANK | 35 | 35 | 0.06% | 1.00% | 1.83% | Q1 2015 | Q3 2023 | 35 |
PATTON ALBERTSON MILLER GROUP, LLC | 35 | 35 | 0.08% | 0.35% | 1.48% | Q1 2015 | Q3 2023 | 35 |
SENTRY INVESTMENT MANAGEMENT LLC | 21 | 14 | 0.08% | 0.22% | 0.47% | Q4 2014 | Q3 2023 | 35 |
Palisades Hudson Asset Management, L.P. | 31 | 4 | 0.18% | 0.30% | 0.52% | Q4 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 7 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 35 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 20 | 14 | 0.04% | 0.12% | 0.30% | Q4 2014 | Q3 2023 | 34 |
Ninety One UK Ltd | 20 | 14 | 0.03% | 0.38% | 0.98% | Q4 2014 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 34 | 0.00% | 0.04% | 0.09% | Q2 2015 | Q3 2023 | 34 |
Bangor Savings Bank | 18 | 6 | 0.21% | 0.30% | 0.41% | Q4 2014 | Q3 2023 | 34 |
CIM INVESTMENT MANAGEMENT INC | 17 | 17 | 0.11% | 0.26% | 0.60% | Q4 2014 | Q3 2023 | 34 |
RENAISSANCE GROUP LLC | 19 | 1 | 0.01% | 0.63% | 1.40% | Q4 2014 | Q3 2023 | 34 |
Mirae Asset Global Investments Co., Ltd. | 34 | 34 | 0.04% | 0.11% | 0.30% | Q2 2015 | Q3 2023 | 34 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 2 | 0.00% | 0.11% | 0.22% | Q4 2014 | Q4 2023 | 34 |
Arizona State Retirement System | 33 | 1 | 0.12% | 0.22% | 0.32% | Q4 2014 | Q3 2023 | 34 |
WINTON GROUP Ltd | 34 | 34 | 0.01% | 0.43% | 1.14% | Q4 2014 | Q1 2023 | 34 |
BANK OF NOVA SCOTIA | 21 | 13 | 0.00% | 0.09% | 0.50% | Q1 2015 | Q3 2023 | 34 |
Parsec Financial Management, Inc. | 34 | 34 | 0.20% | 0.46% | 1.45% | Q4 2014 | Q1 2023 | 34 |
Tredje AP-fonden | 34 | 34 | 0.14% | 0.32% | 1.04% | Q2 2015 | Q3 2023 | 34 |
FDx Advisors, Inc. | 21 | 6 | 0.01% | 0.05% | 0.13% | Q4 2014 | Q3 2023 | 34 |
MEEDER ASSET MANAGEMENT INC | 19 | 7 | 0.01% | 0.24% | 0.58% | Q4 2014 | Q3 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.12% | 0.57% | 1.62% | Q2 2015 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 1 | 0.05% | 0.09% | 0.21% | Q4 2014 | Q3 2023 | 34 |
Alberta Investment Management Corp | 30 | 4 | 0.02% | 0.27% | 0.57% | Q4 2014 | Q3 2023 | 34 |
Pacer Advisors, Inc. | 15 | 1 | 0.00% | 0.17% | 0.63% | Q4 2013 | Q3 2023 | 34 |
FORT, L.P. | 34 | 34 | 0.03% | 2.53% | 8.21% | Q4 2014 | Q1 2023 | 34 |
PineBridge Investments, L.P. | 18 | 16 | 0.00% | 0.38% | 0.90% | Q4 2014 | Q3 2023 | 34 |
FIL Ltd | 24 | 3 | 0.02% | 0.27% | 0.78% | Q4 2014 | Q3 2023 | 34 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 26 | 8 | 0.00% | 0.23% | 0.76% | Q4 2014 | Q3 2023 | 34 |
Atria Investments, Inc | 18 | 16 | 0.05% | 0.09% | 0.20% | Q1 2015 | Q3 2023 | 34 |
Savant Capital, LLC | 34 | 34 | 0.03% | 0.13% | 0.23% | Q2 2015 | Q3 2023 | 34 |
EVERENCE CAPITAL MANAGEMENT INC | 30 | 4 | 0.16% | 0.25% | 0.40% | Q4 2014 | Q3 2023 | 34 |
DekaBank Deutsche Girozentrale | 27 | 7 | 0.06% | 0.22% | 0.42% | Q4 2014 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.05% | 0.11% | 0.14% | Q2 2015 | Q3 2023 | 34 |
COMERICA BANK | 32 | 2 | 0.00% | 0.11% | 0.16% | Q1 2015 | Q3 2023 | 34 |
CIBC WORLD MARKET INC. | 23 | 1 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 34 |
Twin Tree Management, LP | 11 | 1 | 0.00% | 0.12% | 0.35% | Q1 2015 | Q4 2021 | 34 |
LAZARD ASSET MANAGEMENT LLC | 34 | 34 | 0.00% | 0.09% | 0.36% | Q2 2015 | Q3 2023 | 34 |
Rhenman & Partners Asset Management AB | 28 | 1 | 0.72% | 2.00% | 3.14% | Q4 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 34 |
Parkwood LLC | 28 | 6 | 0.09% | 1.51% | 3.68% | Q4 2014 | Q3 2023 | 34 |
National Pension Service | 33 | 1 | 0.03% | 0.25% | 0.37% | Q1 2015 | Q3 2023 | 34 |
SCOTIA CAPITAL INC. | 21 | 13 | 0.02% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 34 |
STATE STREET CORP | 32 | 2 | 0.13% | 0.22% | 0.33% | Q4 2014 | Q3 2023 | 34 |
Hartford Financial Management Inc. | 32 | 1 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 34 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
JOHNSON INVESTMENT COUNSEL INC | 33 | 33 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q3 2023 | 33 |
GOFEN & GLOSSBERG LLC /IL/ | 33 | 33 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q4 2022 | 33 |
ACADIAN ASSET MANAGEMENT LLC | 18 | 1 | 0.00% | 0.52% | 1.44% | Q4 2014 | Q3 2023 | 33 |
ICON ADVISERS INC/CO | 25 | 8 | 0.04% | 0.51% | 1.78% | Q1 2015 | Q3 2023 | 33 |
Voya Financial Advisors, Inc. | 28 | 5 | 0.02% | 0.16% | 0.34% | Q2 2015 | Q3 2023 | 33 |
Artisan Partners Limited Partnership | 33 | 33 | 0.14% | 1.02% | 2.18% | Q3 2015 | Q3 2023 | 33 |
NORGES BANK | 33 | 33 | 0.14% | 0.21% | 0.30% | Q4 2014 | Q4 2022 | 33 |
Hosking Partners LLP | 33 | 33 | 0.40% | 0.85% | 2.33% | Q3 2015 | Q3 2023 | 33 |
MUFG Americas Holdings Corp | 32 | 32 | 0.01% | 0.12% | 0.43% | Q4 2014 | Q3 2022 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.04% | 0.06% | Q3 2015 | Q3 2023 | 33 |
ClariVest Asset Management LLC | 19 | 6 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 33 |
Westbourne Investment Advisors, Inc. | 28 | 5 | 0.29% | 1.46% | 3.65% | Q2 2015 | Q3 2023 | 33 |
Stonebridge Capital Advisors LLC | 33 | 33 | 0.24% | 0.47% | 0.96% | Q3 2015 | Q3 2023 | 33 |
DELTA ASSET MANAGEMENT LLC/TN | 29 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 33 |
Capital Analysts, LLC | 26 | 7 | 0.01% | 0.30% | 0.57% | Q4 2014 | Q3 2023 | 33 |
ONTARIO TEACHERS PENSION PLAN BOARD | 20 | 1 | 0.01% | 0.06% | 0.31% | Q4 2014 | Q3 2023 | 33 |
Vulcan Value Partners, LLC | 28 | 5 | 0.00% | 2.49% | 4.32% | Q4 2014 | Q3 2023 | 33 |
Regent Investment Management LLC | 33 | 33 | 0.17% | 0.23% | 0.35% | Q4 2014 | Q4 2022 | 33 |
Community Bank & Trust, Waco, Texas | 32 | 32 | 0.20% | 1.52% | 1.97% | Q4 2015 | Q3 2023 | 32 |
Stonehage Fleming Financial Services Holdings Ltd | 26 | 2 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 32 |
FRG Family Wealth Advisors LLC | 32 | 32 | 0.25% | 0.40% | 0.57% | Q4 2015 | Q3 2023 | 32 |
BALASA DINVERNO & FOLTZ LLC | 32 | 32 | 0.05% | 0.11% | 0.19% | Q4 2014 | Q3 2022 | 32 |
REGENTATLANTIC CAPITAL LLC | 32 | 32 | 0.55% | 1.01% | 1.57% | Q4 2014 | Q3 2022 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.02% | 0.10% | 0.26% | Q1 2016 | Q4 2023 | 32 |
SPINNAKER TRUST | 14 | 1 | 0.02% | 0.15% | 0.40% | Q4 2014 | Q3 2023 | 32 |
Tower Research Capital LLC (TRC) | 25 | 1 | 0.00% | 0.07% | 0.20% | Q4 2014 | Q3 2023 | 32 |
SHEPHERD KAPLAN KROCHUK, LLC | 32 | 32 | 0.20% | 0.46% | 0.90% | Q4 2014 | Q3 2022 | 32 |
EATON VANCE MANAGEMENT | 32 | 32 | 0.03% | 0.25% | 0.75% | Q4 2014 | Q3 2022 | 32 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.06% | 0.25% | Q4 2015 | Q3 2023 | 32 |
OMERS ADMINISTRATION Corp | 23 | 9 | 0.04% | 1.10% | 2.24% | Q3 2015 | Q3 2023 | 32 |
Bowling Portfolio Management LLC | 32 | 32 | 0.37% | 0.85% | 1.49% | Q4 2014 | Q3 2022 | 32 |
Andra AP-fonden | 15 | 5 | 0.15% | 0.24% | 0.41% | Q1 2015 | Q2 2023 | 32 |
MARTINGALE ASSET MANAGEMENT L P | 25 | 7 | 0.01% | 0.34% | 0.84% | Q4 2014 | Q3 2023 | 32 |
BI Asset Management Fondsmaeglerselskab A/S | 32 | 32 | 0.74% | 1.18% | 1.76% | Q4 2015 | Q3 2023 | 32 |
MCF Advisors LLC | 25 | 7 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 32 |
ARGI Investment Services, LLC | 32 | 32 | 0.02% | 0.05% | 0.09% | Q1 2015 | Q4 2022 | 32 |
COHEN & STEERS, INC. | 32 | 32 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2023 | 32 |
TWO SIGMA ADVISERS, LP | 17 | 1 | 0.00% | 0.37% | 0.89% | Q4 2014 | Q3 2023 | 32 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 25 | 2 | 0.09% | 0.15% | 0.28% | Q2 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.12% | 0.30% | 0.70% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Private Advisor Group, LLC | 31 | 31 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Compagnie Lombard Odier SCmA | 30 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 31 |
PGGM Investments | 18 | 5 | 0.07% | 0.29% | 0.62% | Q4 2014 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.02% | 0.16% | 0.25% | Q1 2016 | Q3 2023 | 31 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 19 | 3 | 0.29% | 0.45% | 0.63% | Q4 2014 | Q3 2023 | 31 |
Cedar Wealth Management, LLC | 31 | 31 | 0.02% | 0.17% | 0.38% | Q1 2016 | Q3 2023 | 31 |
GAM Holding AG | 12 | 8 | 0.03% | 0.24% | 0.72% | Q4 2014 | Q3 2023 | 31 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 19 | 2 | 0.00% | 0.40% | 0.84% | Q4 2014 | Q3 2023 | 31 |
Ballentine Partners, LLC | 27 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 31 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 27 | 1 | 0.02% | 0.11% | 0.18% | Q4 2014 | Q3 2023 | 31 |
Orbis Allan Gray Ltd | 31 | 31 | 0.09% | 3.95% | 7.33% | Q1 2016 | Q3 2023 | 31 |
BARINGS LLC | 31 | 31 | 0.01% | 0.08% | 0.36% | Q4 2014 | Q2 2022 | 31 |
ADVISOR PARTNERS LLC | 31 | 31 | 0.21% | 0.29% | 0.43% | Q4 2014 | Q2 2022 | 31 |
Point72 Asset Management, L.P. | 13 | 1 | 0.00% | 0.12% | 0.78% | Q1 2016 | Q3 2023 | 31 |
WESPAC Advisors SoCal, LLC | 21 | 10 | 0.01% | 0.18% | 0.43% | Q4 2015 | Q3 2023 | 31 |
PRUDENTIAL PLC | 23 | 8 | 0.04% | 0.24% | 0.71% | Q4 2014 | Q3 2023 | 31 |
HANCOCK WHITNEY CORP | 27 | 4 | 0.03% | 0.08% | 0.13% | Q4 2014 | Q3 2023 | 31 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 12 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 31 |
Bellevue Group AG | 31 | 31 | 0.35% | 1.97% | 4.33% | Q1 2016 | Q3 2023 | 31 |
Asset Dedication, LLC | 31 | 31 | 0.03% | 0.08% | 0.16% | Q1 2016 | Q3 2023 | 31 |
First Pacific Advisors, LP | 31 | 31 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q2 2023 | 31 |
Garde Capital, Inc. | 28 | 2 | 0.07% | 0.08% | 0.11% | Q1 2016 | Q3 2023 | 30 |
Stanley Capital Management, LLC | 30 | 30 | 0.10% | 4.44% | 6.75% | Q2 2016 | Q3 2023 | 30 |
American National Registered Investment Advisor, Inc. | 30 | 30 | 0.35% | 0.49% | 0.77% | Q4 2014 | Q1 2022 | 30 |
IBM Retirement Fund | 30 | 30 | 0.16% | 0.22% | 0.30% | Q4 2014 | Q1 2022 | 30 |
Analyst IMS Investment Management Services Ltd. | 30 | 30 | 0.05% | 0.29% | 0.54% | Q2 2016 | Q3 2023 | 30 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 30 | 30 | 0.18% | 0.22% | 0.28% | Q4 2014 | Q1 2022 | 30 |
MAI Capital Management | 26 | 4 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 30 |
COMPTON CAPITAL MANAGEMENT INC /RI | 30 | 30 | 0.09% | 0.15% | 0.21% | Q4 2014 | Q1 2022 | 30 |
AMERICAN NATIONAL INSURANCE CO | 30 | 30 | 0.50% | 0.63% | 1.00% | Q4 2014 | Q1 2022 | 30 |
COLONY GROUP LLC | 26 | 4 | 0.01% | 0.05% | 0.16% | Q4 2014 | Q3 2023 | 30 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 27 | 3 | 0.00% | 0.07% | 0.84% | Q4 2014 | Q3 2023 | 30 |
Atlantic Union Bankshares Corp | 28 | 2 | 0.03% | 0.14% | 0.27% | Q4 2014 | Q3 2023 | 30 |
DOWLING & YAHNKE LLC | 16 | 14 | 0.10% | 0.18% | 0.27% | Q4 2014 | Q3 2022 | 30 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.09% | 0.42% | Q4 2014 | Q3 2022 | 30 |
Tarbox Family Office, Inc. | 30 | 30 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2022 | 30 |
Essex Financial Services, Inc. | 28 | 2 | 0.04% | 0.20% | 0.42% | Q1 2015 | Q3 2023 | 30 |
People's United Financial, Inc. | 30 | 30 | 0.00% | 0.12% | 0.35% | Q4 2014 | Q1 2022 | 30 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 30 | 30 | 0.07% | 0.16% | 0.67% | Q1 2015 | Q2 2022 | 30 |
PALLADIUM PARTNERS LLC | 30 | 30 | 0.49% | 0.60% | 0.74% | Q4 2014 | Q1 2022 | 30 |
Sigma Planning Corp | 27 | 3 | 0.02% | 0.03% | 0.19% | Q4 2015 | Q3 2023 | 30 |
SECTOR GAMMA AS | 30 | 30 | 1.80% | 3.77% | 5.60% | Q2 2016 | Q3 2023 | 30 |
Johnson Financial Group, Inc. | 19 | 1 | 0.00% | 0.04% | 0.20% | Q1 2015 | Q3 2023 | 30 |
Skandinaviska Enskilda Banken AB (publ) | 27 | 3 | 0.06% | 0.24% | 0.69% | Q1 2016 | Q3 2023 | 30 |
AFFINITY INVESTMENT ADVISORS, LLC | 16 | 1 | 0.03% | 0.13% | 0.36% | Q4 2014 | Q3 2023 | 30 |
TELEMUS CAPITAL, LLC | 29 | 29 | 0.03% | 0.07% | 0.18% | Q1 2016 | Q1 2023 | 29 |
FIRST MIDWEST BANK TRUST DIVISION | 29 | 29 | 0.19% | 0.35% | 0.80% | Q4 2014 | Q4 2021 | 29 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 23 | 1 | 0.03% | 0.49% | 0.74% | Q2 2015 | Q3 2023 | 29 |
VALLEY WEALTH MANAGERS, INC. | 28 | 1 | 1.51% | 1.98% | 2.46% | Q2 2016 | Q3 2023 | 29 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 22 | 22 | 0.03% | 2.67% | 5.03% | Q2 2018 | Q3 2023 | 29 |
VALLEY NATIONAL ADVISERS INC | 28 | 1 | 0.02% | 0.03% | 0.09% | Q2 2016 | Q3 2023 | 29 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 20 | 9 | 0.01% | 0.21% | 0.31% | Q4 2014 | Q3 2023 | 29 |
Brown Advisory Securities, LLC | 24 | 5 | 0.06% | 0.16% | 0.90% | Q1 2015 | Q3 2022 | 29 |
SHELL ASSET MANAGEMENT CO | 29 | 29 | 0.14% | 0.21% | 0.32% | Q3 2016 | Q3 2023 | 29 |
DELTA CAPITAL MANAGEMENT LLC | 29 | 29 | 1.36% | 2.17% | 3.65% | Q3 2016 | Q3 2023 | 29 |
Lido Advisors, LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 29 |
Dorsey & Whitney Trust CO LLC | 27 | 1 | 0.05% | 0.11% | 0.20% | Q4 2014 | Q3 2023 | 29 |
Indiana Trust & Investment Management CO | 27 | 2 | 0.11% | 0.22% | 0.62% | Q1 2015 | Q3 2023 | 29 |
FIRST QUADRANT LLC/CA | 29 | 29 | 0.06% | 0.23% | 0.70% | Q4 2014 | Q4 2021 | 29 |
FULTON BANK, N.A. | 29 | 29 | 0.02% | 0.07% | 0.17% | Q4 2016 | Q4 2023 | 29 |
CI INVESTMENTS INC. | 23 | 6 | 0.03% | 0.99% | 2.24% | Q2 2016 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.03% | 0.05% | 0.08% | Q4 2015 | Q3 2023 | 29 |
Glassman Wealth Services | 29 | 29 | 0.00% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 29 |
Caprock Group, LLC | 29 | 29 | 0.09% | 0.13% | 0.20% | Q3 2016 | Q3 2023 | 29 |
CenterStar Asset Management, LLC | 5 | 1 | 0.00% | 0.18% | 1.24% | Q4 2017 | Q2 2022 | 29 |
CAPITAL MANAGEMENT CORP /VA | 13 | 1 | 0.06% | 0.07% | 0.10% | Q1 2015 | Q3 2023 | 29 |
Carroll Financial Associates, Inc. | 29 | 29 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 29 |
Thomasville National Bank | 27 | 1 | 0.02% | 0.09% | 0.14% | Q1 2015 | Q3 2023 | 29 |
Endurant Capital Management LP | 12 | 1 | 0.26% | 2.76% | 8.82% | Q4 2014 | Q3 2023 | 29 |
Stratos Wealth Partners, LTD. | 20 | 1 | 0.03% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 28 |
STERLING INVESTMENT MANAGEMENT, LLC | 28 | 28 | 0.36% | 1.75% | 3.06% | Q4 2016 | Q3 2023 | 28 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 19 | 9 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 28 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 28 | 0.00% | 0.16% | 1.38% | Q1 2015 | Q4 2021 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
SRB CORP | 16 | 3 | 0.02% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Cable Hill Partners, LLC | 18 | 10 | 0.01% | 0.05% | 0.38% | Q4 2014 | Q3 2023 | 28 |
AMP Capital Investors Ltd | 28 | 28 | 0.13% | 0.19% | 0.26% | Q4 2014 | Q3 2021 | 28 |
Smithfield Trust Co | 24 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.04% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Convergence Investment Partners, LLC | 14 | 1 | 0.03% | 0.16% | 0.45% | Q1 2015 | Q3 2023 | 28 |
Acropolis Investment Management, LLC | 28 | 28 | 0.09% | 0.17% | 0.29% | Q4 2016 | Q3 2023 | 28 |
LS Investment Advisors, LLC | 26 | 2 | 0.07% | 0.13% | 0.18% | Q4 2014 | Q1 2023 | 28 |
BAR HARBOR WEALTH MANAGEMENT | 28 | 28 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Clearstead Trust, LLC | 28 | 28 | 0.11% | 0.23% | 0.40% | Q4 2016 | Q3 2023 | 28 |
ING GROEP NV | 12 | 1 | 0.00% | 0.17% | 0.82% | Q4 2014 | Q1 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.30% | 0.44% | 0.68% | Q4 2016 | Q3 2023 | 28 |
First Bank & Trust | 28 | 28 | 0.03% | 0.07% | 0.11% | Q4 2016 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.03% | 0.33% | 1.50% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.04% | 0.50% | 1.24% | Q4 2016 | Q3 2023 | 28 |
FULLER & THALER ASSET MANAGEMENT, INC. | 15 | 4 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 28 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 25 | 3 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 1.00% | 1.29% | 1.56% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.13% | 0.22% | 0.31% | Q4 2014 | Q3 2021 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.22% | 0.28% | 0.39% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.06% | 0.14% | 0.27% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.12% | 0.21% | 0.32% | Q4 2016 | Q3 2023 | 28 |
SALEM INVESTMENT COUNSELORS INC | 19 | 9 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 28 |
ALLSTATE CORP | 20 | 1 | 0.02% | 0.11% | 0.26% | Q1 2015 | Q3 2023 | 27 |
BANK OF THE WEST | 27 | 27 | 0.17% | 0.77% | 1.52% | Q2 2016 | Q4 2022 | 27 |
RWA WEALTH PARTNERS, LLC | 27 | 27 | 0.31% | 0.61% | 0.97% | Q1 2017 | Q3 2023 | 27 |
Diversified Trust Co | 27 | 27 | 0.01% | 0.08% | 0.32% | Q2 2017 | Q4 2023 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
HOURGLASS CAPITAL, LLC | 27 | 27 | 0.06% | 0.37% | 1.36% | Q4 2014 | Q2 2021 | 27 |
Laurion Capital Management LP | 9 | 1 | 0.00% | 0.30% | 3.00% | Q1 2015 | Q2 2021 | 27 |
BP PLC | 27 | 27 | 0.10% | 0.27% | 0.71% | Q4 2014 | Q2 2021 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.05% | 0.22% | 0.36% | Q1 2017 | Q3 2023 | 27 |
First Command Bank | 27 | 27 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q2 2023 | 27 |
Spectrum Management Group, LLC | 21 | 6 | 0.00% | 0.09% | 0.48% | Q4 2014 | Q3 2022 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2023 | 27 |
PICTET ASSET MANAGEMENT LTD | 27 | 27 | 0.04% | 0.12% | 0.23% | Q4 2014 | Q2 2021 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 27 |
Patriot Financial Group Insurance Agency, LLC | 21 | 6 | 0.05% | 0.09% | 0.18% | Q4 2016 | Q3 2023 | 27 |
Cetera Advisors LLC | 16 | 3 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 27 |
Connor, Clark & Lunn Investment Management Ltd. | 9 | 1 | 0.00% | 0.08% | 0.17% | Q4 2014 | Q3 2023 | 27 |
GREENLEAF TRUST | 27 | 27 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
HOLLENCREST CAPITAL MANAGEMENT | 27 | 27 | 0.04% | 0.06% | 0.13% | Q1 2017 | Q3 2023 | 27 |
Plancorp, LLC | 27 | 27 | 0.03% | 0.09% | 0.16% | Q1 2017 | Q3 2023 | 27 |
Strategic Advisors LLC | 27 | 27 | 0.13% | 0.22% | 0.42% | Q1 2017 | Q3 2023 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 27 |
Independent Advisor Alliance | 27 | 27 | 0.00% | 0.13% | 0.30% | Q1 2017 | Q3 2023 | 27 |
MAVERICK CAPITAL LTD | 15 | 1 | 0.00% | 0.39% | 3.56% | Q3 2015 | Q2 2023 | 27 |
QS Investors, LLC | 27 | 27 | 0.03% | 0.09% | 0.37% | Q4 2014 | Q2 2021 | 27 |
Lombard Odier Asset Management (Switzerland) SA | 13 | 1 | 0.06% | 0.77% | 2.86% | Q4 2014 | Q1 2023 | 27 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 27 | 27 | 0.00% | 0.23% | 0.53% | Q4 2014 | Q2 2021 | 27 |
SVB WEALTH LLC | 18 | 9 | 0.01% | 0.32% | 0.73% | Q2 2015 | Q3 2023 | 27 |
Glenview Capital Management | 21 | 1 | 0.12% | 2.76% | 5.71% | Q4 2014 | Q3 2023 | 27 |
First Light Asset Management, LLC | 14 | 1 | 0.02% | 0.10% | 0.32% | Q4 2014 | Q3 2023 | 27 |
BALYASNY ASSET MANAGEMENT L.P. | 11 | 1 | 0.00% | 0.04% | 0.26% | Q4 2015 | Q3 2023 | 27 |
Renaissance Technologies | 13 | 1 | 0.01% | 0.15% | 0.38% | Q4 2014 | Q3 2023 | 27 |
Clearstead Advisors, LLC | 27 | 27 | 0.03% | 0.06% | 0.10% | Q1 2017 | Q3 2023 | 27 |
Banco Santander, S.A. | 26 | 26 | 0.02% | 0.06% | 0.26% | Q2 2017 | Q3 2023 | 26 |
MARSHALL WACE, LLP | 15 | 1 | 0.00% | 0.22% | 0.53% | Q1 2015 | Q3 2023 | 26 |
Hillsdale Investment Management Inc. | 14 | 1 | 0.00% | 0.04% | 0.14% | Q2 2015 | Q3 2023 | 26 |
Annex Advisory Services, LLC | 15 | 11 | 0.01% | 0.10% | 0.34% | Q1 2017 | Q3 2023 | 26 |
Sivik Global Healthcare LLC | 14 | 1 | 0.00% | 2.35% | 4.11% | Q4 2014 | Q2 2023 | 26 |
DONALDSON CAPITAL MANAGEMENT, LLC | 26 | 26 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 24 | 2 | 0.01% | 0.08% | 0.14% | Q1 2017 | Q3 2023 | 26 |
MONTAG A & ASSOCIATES INC | 26 | 26 | 0.01% | 0.16% | 0.64% | Q2 2017 | Q3 2023 | 26 |
PFM Health Sciences, LP | 11 | 1 | 0.42% | 1.81% | 4.18% | Q2 2015 | Q3 2023 | 26 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.01% | 0.12% | 0.19% | Q3 2017 | Q3 2023 | 26 |
WASHINGTON CAPITAL MANAGEMENT, INC | 14 | 12 | 0.19% | 0.30% | 0.41% | Q4 2016 | Q3 2023 | 26 |
ZWJ INVESTMENT COUNSEL INC | 19 | 1 | 1.36% | 2.49% | 3.05% | Q4 2016 | Q3 2023 | 26 |
Empire Life Investments Inc. | 26 | 26 | 1.07% | 2.44% | 3.41% | Q2 2017 | Q3 2023 | 26 |
Haverford Trust Co | 26 | 26 | 0.00% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Allworth Financial LP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 26 |
WEBSTER BANK, N. A. | 18 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
Tortoise Investment Management, LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Proficio Capital Partners LLC | 15 | 11 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 26 |
HM PAYSON & CO | 18 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
GHP Investment Advisors, Inc. | 26 | 26 | 0.03% | 0.16% | 0.41% | Q2 2017 | Q3 2023 | 26 |
Jackson, Grant Investment Advisers, Inc. | 11 | 5 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 26 |
Alpha Omega Wealth Management LLC | 14 | 1 | 0.03% | 0.07% | 0.11% | Q4 2016 | Q3 2023 | 26 |
YHB Investment Advisors, Inc. | 26 | 26 | 0.04% | 0.20% | 0.41% | Q2 2017 | Q3 2023 | 26 |
FARALLON CAPITAL MANAGEMENT LLC | 26 | 26 | 0.35% | 1.70% | 2.63% | Q2 2017 | Q3 2023 | 26 |
Morris Capital Advisors, LLC | 24 | 2 | 0.25% | 0.51% | 0.75% | Q4 2015 | Q3 2022 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 26 |
LMR Partners LLP | 7 | 1 | 0.01% | 0.13% | 0.58% | Q4 2014 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.13% | 0.30% | 0.78% | Q3 2016 | Q3 2023 | 26 |
Coronation Fund Managers Ltd. | 26 | 26 | 0.26% | 0.73% | 1.95% | Q2 2017 | Q3 2023 | 26 |
Gradient Investments LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.03% | 0.06% | 0.14% | Q3 2017 | Q3 2023 | 25 |
NATIXIS | 12 | 1 | 0.02% | 0.31% | 1.16% | Q4 2014 | Q3 2023 | 25 |
CIBC Private Wealth Group, LLC | 25 | 25 | 0.02% | 0.47% | 0.87% | Q3 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.08% | 0.16% | 0.39% | Q3 2017 | Q3 2023 | 25 |
Winslow, Evans & Crocker, Inc. | 25 | 25 | 0.01% | 0.07% | 0.22% | Q4 2014 | Q4 2020 | 25 |
Brookstone Capital Management | 23 | 2 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 25 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 12 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 25 |
Summit Street Capital Management, LLC | 14 | 3 | 1.87% | 3.53% | 4.82% | Q4 2014 | Q3 2023 | 25 |
MASON STREET ADVISORS, LLC | 25 | 25 | 0.06% | 0.17% | 0.24% | Q4 2014 | Q4 2020 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q2 2023 | 25 |
Janney Montgomery Scott LLC | 18 | 1 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q3 2023 | 25 |
FOSTER & MOTLEY INC | 25 | 25 | 0.07% | 0.11% | 0.17% | Q3 2017 | Q3 2023 | 25 |
Aperio Group, LLC | 25 | 25 | 0.18% | 0.28% | 0.39% | Q4 2014 | Q4 2020 | 25 |
Zurich Insurance Group Ltd/FI | 15 | 2 | 0.02% | 0.16% | 0.64% | Q1 2016 | Q3 2023 | 25 |
LOGAN CAPITAL MANAGEMENT INC | 19 | 6 | 0.10% | 0.22% | 0.40% | Q4 2014 | Q3 2023 | 25 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 13 | 1 | 0.05% | 0.33% | 1.24% | Q4 2014 | Q1 2022 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.07% | 0.83% | 1.88% | Q1 2016 | Q1 2022 | 25 |
NEXT Financial Group, Inc | 12 | 6 | 0.01% | 0.02% | 0.07% | Q4 2014 | Q4 2021 | 25 |
C WorldWide Group Holding A/S | 25 | 25 | 0.01% | 0.30% | 0.48% | Q3 2017 | Q3 2023 | 25 |
Point View Wealth Management, Inc. | 25 | 25 | 1.10% | 1.41% | 1.93% | Q4 2014 | Q4 2020 | 25 |
Matisse Capital | 21 | 4 | 0.13% | 0.56% | 1.66% | Q2 2017 | Q3 2023 | 25 |
ZEKE CAPITAL ADVISORS, LLC | 25 | 25 | 0.06% | 0.17% | 0.45% | Q4 2016 | Q4 2022 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.04% | 0.15% | 0.31% | Q3 2017 | Q3 2023 | 25 |
Richard Bernstein Advisors LLC | 20 | 5 | 0.07% | 0.16% | 0.31% | Q4 2014 | Q2 2023 | 25 |
Simplicity Solutions, LLC | 16 | 1 | 0.01% | 0.09% | 0.23% | Q4 2015 | Q3 2023 | 25 |
STEPHENS INC /AR/ | 25 | 25 | 0.05% | 0.12% | 0.23% | Q3 2017 | Q3 2023 | 25 |
Perpetual Ltd | 15 | 3 | 0.02% | 0.40% | 2.35% | Q1 2015 | Q3 2023 | 24 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 22 | 2 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 24 |
EVERMAY WEALTH MANAGEMENT LLC | 24 | 24 | 0.10% | 0.14% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Assenagon Asset Management S.A. | 20 | 4 | 0.01% | 0.20% | 0.94% | Q3 2017 | Q3 2023 | 24 |
FIRST MERCHANTS CORP | 24 | 24 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
WADDELL & REED FINANCIAL INC | 12 | 12 | 0.02% | 0.21% | 0.76% | Q4 2014 | Q1 2021 | 24 |
Polar Capital LLP | 24 | 24 | 0.20% | 1.02% | 1.76% | Q4 2014 | Q3 2020 | 24 |
Busey Bank | 23 | 1 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 24 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.31% | 1.19% | Q4 2014 | Q3 2023 | 24 |
PINNACLE ASSOCIATES LTD | 24 | 24 | 0.01% | 0.03% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Spot Trading L.L.C | 9 | 9 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q1 2017 | 24 |
EVERETT HARRIS & CO /CA/ | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
CYPRESS CAPITAL MANAGEMENT LLC | 24 | 24 | 0.08% | 0.19% | 0.28% | Q4 2016 | Q3 2022 | 24 |
Archford Capital Strategies, LLC | 22 | 1 | 0.00% | 0.29% | 0.42% | Q1 2016 | Q3 2023 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.88% | 1.18% | 1.58% | Q4 2017 | Q3 2023 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.07% | 0.14% | 0.33% | Q4 2017 | Q3 2023 | 24 |
VIKING GLOBAL INVESTORS LP | 12 | 1 | 0.28% | 3.84% | 10.20% | Q4 2014 | Q2 2023 | 24 |
CPWM, LLC | 19 | 1 | 0.02% | 0.04% | 0.05% | Q3 2015 | Q3 2022 | 24 |
EdgePoint Investment Group Inc. | 13 | 11 | 1.48% | 4.81% | 6.90% | Q4 2014 | Q3 2023 | 24 |
Taylor Hoffman Wealth Management | 24 | 24 | 0.26% | 0.37% | 0.48% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.07% | 0.10% | 0.16% | Q4 2017 | Q3 2023 | 24 |
LOOMIS SAYLES & CO L P | 17 | 1 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 24 |
ALPHA WINDWARD LLC | 24 | 24 | 0.14% | 0.26% | 0.54% | Q4 2014 | Q3 2020 | 24 |
Bridgewater Associates | 9 | 1 | 0.00% | 0.09% | 0.27% | Q4 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
JUPITER ASSET MANAGEMENT LTD | 24 | 24 | 0.06% | 0.50% | 0.93% | Q4 2017 | Q3 2023 | 24 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 24 | 24 | 0.04% | 0.07% | 0.14% | Q4 2017 | Q3 2023 | 24 |
North Growth Management Ltd. | 24 | 24 | 1.52% | 2.54% | 3.72% | Q4 2017 | Q3 2023 | 24 |
Gemmer Asset Management LLC | 22 | 2 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q1 2023 | 24 |
Tekla Capital Management LLC | 24 | 24 | 0.18% | 0.89% | 2.04% | Q3 2017 | Q2 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.03% | 0.22% | Q4 2017 | Q3 2023 | 24 |
BROWN BROTHERS HARRIMAN & CO | 20 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 24 |
TOMPKINS FINANCIAL CORP | 10 | 1 | 0.00% | 0.02% | 0.11% | Q4 2014 | Q4 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.18% | 0.21% | 0.27% | Q4 2017 | Q3 2023 | 24 |
First Allied Advisory Services, Inc. | 24 | 24 | 0.01% | 0.04% | 0.11% | Q4 2014 | Q3 2020 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.08% | 0.16% | 0.26% | Q4 2017 | Q3 2023 | 24 |
CREDIT AGRICOLE S A | 12 | 4 | 0.00% | 0.08% | 0.38% | Q4 2014 | Q3 2023 | 24 |
Pendal Group Ltd | 23 | 23 | 0.01% | 0.45% | 2.08% | Q2 2017 | Q4 2022 | 24 |
Mn Services Vermogensbeheer B.V. | 14 | 10 | 0.15% | 0.34% | 0.67% | Q1 2016 | Q3 2023 | 24 |
JFS WEALTH ADVISORS, LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 24 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 11 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Family Legacy, Inc. | 24 | 24 | 0.48% | 0.94% | 1.38% | Q4 2017 | Q3 2023 | 24 |
Majedie Asset Management Ltd | 23 | 23 | 0.55% | 1.21% | 2.43% | Q3 2016 | Q1 2022 | 23 |
CWM, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 23 |
Itau Unibanco Holding S.A. | 13 | 10 | 0.00% | 0.02% | 0.18% | Q1 2017 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.22% | 0.28% | 0.37% | Q1 2018 | Q3 2023 | 23 |
TCW GROUP INC | 12 | 11 | 0.01% | 0.50% | 1.06% | Q4 2014 | Q3 2023 | 23 |
HOWE & RUSLING INC | 11 | 1 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q3 2022 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.26% | 0.42% | 0.74% | Q1 2018 | Q3 2023 | 23 |
Transform Wealth, LLC | 23 | 23 | 0.12% | 0.45% | 0.91% | Q1 2018 | Q3 2023 | 23 |
Wealthcare Advisory Partners LLC | 12 | 11 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 23 |
Argent Trust Co | 23 | 23 | 0.04% | 0.13% | 0.23% | Q1 2018 | Q3 2023 | 23 |
Pinnacle Wealth Management Advisory Group, LLC | 23 | 23 | 0.07% | 0.16% | 0.45% | Q1 2018 | Q3 2023 | 23 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 22 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.07% | 0.10% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.09% | 0.17% | 0.23% | Q1 2018 | Q3 2023 | 23 |
Miracle Mile Advisors, LLC | 22 | 1 | 0.04% | 0.28% | 0.55% | Q4 2017 | Q3 2023 | 23 |
Buckley Wealth Management, LLC | 18 | 5 | 0.15% | 0.37% | 0.55% | Q4 2017 | Q3 2023 | 23 |
HBK Sorce Advisory LLC | 20 | 3 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 23 |
Engineers Gate Manager LP | 7 | 1 | 0.01% | 0.31% | 0.89% | Q1 2015 | Q3 2023 | 23 |
Lingohr Asset Management GmbH | 15 | 8 | 0.32% | 1.09% | 1.57% | Q2 2016 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.07% | 0.34% | 0.89% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
M&R CAPITAL MANAGEMENT INC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.73% | 0.99% | Q1 2018 | Q3 2023 | 23 |
Jacobi Capital Management LLC | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Ascent Wealth Partners, LLC | 14 | 9 | 0.06% | 0.08% | 0.11% | Q4 2017 | Q3 2023 | 23 |
KCS Wealth Advisory | 23 | 23 | 0.21% | 0.66% | 1.25% | Q1 2018 | Q3 2023 | 23 |
STEVENS CAPITAL MANAGEMENT LP | 8 | 1 | 0.05% | 0.47% | 1.00% | Q4 2014 | Q3 2023 | 23 |
Verus Financial Partners, Inc. | 12 | 11 | 0.08% | 0.15% | 0.31% | Q4 2017 | Q3 2023 | 23 |
Foundry Partners, LLC | 14 | 9 | 0.41% | 0.93% | 1.62% | Q3 2015 | Q3 2023 | 23 |
AMF Tjanstepension AB | 16 | 6 | 0.03% | 0.51% | 0.78% | Q4 2014 | Q3 2023 | 22 |
SWARTHMORE GROUP INC | 22 | 22 | 0.12% | 2.47% | 4.07% | Q1 2017 | Q2 2022 | 22 |
Bedel Financial Consulting, Inc. | 22 | 22 | 0.11% | 0.16% | 0.20% | Q1 2018 | Q2 2023 | 22 |
Trust Co | 16 | 1 | 0.00% | 0.18% | 1.38% | Q1 2015 | Q3 2021 | 22 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 13 | 4 | 0.01% | 0.13% | 0.40% | Q4 2014 | Q2 2023 | 22 |
Summit X, LLC | 22 | 22 | 0.08% | 0.15% | 0.24% | Q2 2018 | Q3 2023 | 22 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 22 | 22 | 0.06% | 0.10% | 0.15% | Q4 2014 | Q1 2020 | 22 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 22 |
BRIDGES INVESTMENT MANAGEMENT INC | 22 | 22 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2023 | 22 |
Lester Murray Antman dba SimplyRich | 18 | 4 | 0.76% | 0.96% | 1.27% | Q4 2017 | Q3 2023 | 22 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.09% | 0.44% | Q4 2014 | Q3 2023 | 22 |
Financial Enhancement Group LLC | 17 | 5 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.04% | 0.15% | 0.37% | Q2 2018 | Q3 2023 | 22 |
QCI ASSET MANAGEMENT INC/NY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2020 | 22 |
Oakworth Capital, Inc. | 13 | 9 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 22 |
Triodos Investment Management BV | 22 | 22 | 3.50% | 6.16% | 8.51% | Q2 2018 | Q3 2023 | 22 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.03% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.00% | 0.13% | 0.37% | Q2 2018 | Q3 2023 | 22 |
Institute for Wealth Management, LLC. | 20 | 1 | 0.15% | 0.22% | 0.32% | Q2 2017 | Q3 2023 | 22 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.03% | 0.06% | 0.20% | Q2 2016 | Q1 2023 | 22 |
Empirical Finance, LLC | 17 | 1 | 0.01% | 0.42% | 0.82% | Q4 2016 | Q3 2023 | 22 |
CHARTWELL INVESTMENT PARTNERS, LLC | 22 | 22 | 0.07% | 0.20% | 0.37% | Q2 2018 | Q3 2023 | 22 |
Laurel Wealth Advisors, Inc. | 22 | 22 | 0.06% | 0.09% | 0.12% | Q3 2017 | Q4 2022 | 22 |
Capital Investment Advisory Services, LLC | 22 | 22 | 0.04% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 22 |
CHICAGO EQUITY PARTNERS LLC | 22 | 22 | 0.02% | 0.25% | 0.78% | Q4 2014 | Q1 2020 | 22 |
BESSEMER SECURITIES LLC | 20 | 2 | 0.17% | 0.53% | 1.23% | Q2 2015 | Q3 2023 | 22 |
OPTIMUM INVESTMENT ADVISORS | 12 | 10 | 0.00% | 0.04% | 0.12% | Q2 2018 | Q4 2023 | 22 |
Markel Corporation | 22 | 22 | 0.69% | 0.88% | 1.12% | Q4 2014 | Q1 2020 | 22 |
LINCOLN NATIONAL CORP | 19 | 3 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 22 |
BRIGHTON JONES LLC | 22 | 22 | 0.03% | 0.10% | 0.15% | Q2 2018 | Q3 2023 | 22 |
FIRST FOUNDATION ADVISORS | 20 | 2 | 0.01% | 0.41% | 0.84% | Q3 2017 | Q3 2023 | 22 |
Seneca House Advisors | 22 | 22 | 0.17% | 0.37% | 0.55% | Q2 2018 | Q3 2023 | 22 |
Corient Capital Partners, LLC | 16 | 6 | 0.04% | 0.17% | 0.49% | Q3 2016 | Q3 2022 | 22 |
PIEDMONT INVESTMENT ADVISORS INC | 22 | 22 | 0.18% | 0.29% | 0.41% | Q4 2014 | Q1 2020 | 22 |
Municipal Employees' Retirement System of Michigan | 15 | 7 | 0.02% | 0.09% | 0.13% | Q4 2014 | Q2 2020 | 22 |
VAN ECK ASSOCIATES CORP | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Rehmann Capital Advisory Group | 13 | 2 | 0.02% | 0.08% | 0.13% | Q3 2015 | Q3 2023 | 22 |
Cerity Partners LLC | 22 | 22 | 0.01% | 0.08% | 0.19% | Q2 2018 | Q3 2023 | 22 |
TRUST CO OF VERMONT | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 22 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2021 | 22 |
AJO, LP | 21 | 1 | 0.03% | 0.24% | 1.03% | Q4 2014 | Q2 2020 | 22 |
Penserra Capital Management LLC | 17 | 5 | 0.00% | 0.01% | 0.11% | Q4 2015 | Q3 2023 | 22 |
Private Ocean, LLC | 18 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 22 |
MV CAPITAL MANAGEMENT, INC. | 11 | 3 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 22 |
AE Wealth Management LLC | 21 | 21 | 0.02% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Arbor Wealth Management, LLC | 10 | 3 | 0.07% | 0.88% | 2.11% | Q4 2015 | Q4 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Osborn Williams & Donohoe LLC | 21 | 21 | 0.06% | 0.14% | 0.19% | Q1 2015 | Q1 2020 | 21 |
Perigon Wealth Management, LLC | 12 | 1 | 0.01% | 0.04% | 0.07% | Q3 2011 | Q3 2023 | 21 |
Clark Capital Management Group, Inc. | 8 | 5 | 0.00% | 0.47% | 1.64% | Q4 2014 | Q3 2023 | 21 |
Foundations Investment Advisors, LLC | 21 | 21 | 0.04% | 0.09% | 0.19% | Q3 2018 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.08% | 0.12% | 0.19% | Q3 2018 | Q3 2023 | 21 |
LOEWS CORP | 21 | 21 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q4 2019 | 21 |
Handelsbanken Fonder AB | 14 | 1 | 0.02% | 0.16% | 0.48% | Q4 2015 | Q3 2023 | 21 |
Unigestion Holding SA | 15 | 6 | 0.02% | 0.59% | 2.05% | Q2 2018 | Q3 2023 | 21 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 21 | 21 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q4 2019 | 21 |
Windsor Wealth Management, Inc. | 21 | 21 | 0.08% | 0.13% | 0.19% | Q3 2018 | Q3 2023 | 21 |
FMA ADVISORY INC | 19 | 1 | 0.13% | 0.25% | 0.60% | Q4 2014 | Q3 2021 | 21 |
LEVEL FOUR ADVISORY SERVICES, LLC | 21 | 21 | 0.02% | 0.04% | 0.15% | Q3 2018 | Q3 2023 | 21 |
Whitnell & Co. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 21 |
Financial Architects, Inc | 18 | 3 | 0.00% | 0.05% | 0.15% | Q4 2014 | Q2 2020 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 21 |
OLD SECOND NATIONAL BANK OF AURORA | 21 | 21 | 0.01% | 0.41% | 1.78% | Q4 2014 | Q4 2019 | 21 |
Citizens Business Bank | 21 | 21 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q2 2022 | 21 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 21 | 21 | 0.00% | 0.02% | 0.14% | Q4 2014 | Q4 2019 | 21 |
Harvest Fund Management Co., Ltd | 13 | 1 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 21 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 1 | 0.00% | 0.36% | 0.95% | Q1 2017 | Q3 2023 | 21 |
Mutual Advisors, LLC | 21 | 21 | 0.03% | 0.09% | 0.19% | Q3 2018 | Q3 2023 | 21 |
Redmile Group, LLC | 12 | 1 | 0.62% | 1.29% | 2.66% | Q4 2016 | Q3 2023 | 21 |
Kiwi Wealth Investments Limited Partnership | 9 | 1 | 0.03% | 0.44% | 1.16% | Q3 2015 | Q2 2023 | 21 |
Trexquant Investment LP | 6 | 1 | 0.02% | 0.25% | 0.81% | Q1 2015 | Q3 2023 | 21 |
NewEdge Advisors, LLC | 21 | 21 | 0.03% | 0.06% | 0.14% | Q3 2018 | Q3 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.02% | 0.07% | 0.16% | Q3 2018 | Q3 2023 | 21 |
USA FINANCIAL FORMULAS | 12 | 1 | 0.00% | 0.31% | 1.28% | Q4 2014 | Q3 2023 | 21 |
CLEARARC CAPITAL INC | 21 | 21 | 0.15% | 0.22% | 0.35% | Q4 2014 | Q4 2019 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.02% | 0.02% | 0.05% | Q4 2014 | Q4 2019 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 1.34% | 1.70% | 2.25% | Q4 2017 | Q4 2022 | 21 |
Schonfeld Strategic Advisors LLC | 11 | 1 | 0.01% | 0.22% | 0.65% | Q2 2017 | Q3 2023 | 21 |
LORD, ABBETT & CO. LLC | 10 | 1 | 0.01% | 0.11% | 0.34% | Q4 2014 | Q2 2022 | 21 |
Rock Creek Group, LP | 21 | 21 | 0.00% | 0.16% | 0.72% | Q3 2018 | Q3 2023 | 21 |
Avior Wealth Management, LLC | 18 | 2 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Sequoia Financial Advisors, LLC | 8 | 5 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 20 |
CULLEN/FROST BANKERS, INC. | 20 | 20 | 0.16% | 0.22% | 0.35% | Q4 2018 | Q3 2023 | 20 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 20 | 20 | 0.02% | 0.50% | 1.18% | Q4 2014 | Q3 2019 | 20 |
HARDING LOEVNER LP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2020 | 20 |
Sterling Capital Management LLC | 20 | 20 | 0.56% | 0.92% | 1.98% | Q4 2014 | Q3 2019 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Vanguard Capital Wealth Advisors | 10 | 1 | 0.51% | 0.75% | 1.23% | Q4 2017 | Q3 2023 | 20 |
SUNTRUST BANKS INC | 20 | 20 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2019 | 20 |
Investors Research Corp | 19 | 1 | 0.03% | 0.05% | 0.13% | Q4 2017 | Q3 2023 | 20 |
RFG Advisory, LLC | 19 | 1 | 0.03% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 20 |
Accredited Investors Inc. | 20 | 20 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Mariner, LLC | 13 | 7 | 0.01% | 0.09% | 0.21% | Q4 2017 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Waverly Advisors, LLC | 12 | 4 | 0.01% | 0.04% | 0.18% | Q4 2014 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.34% | 0.49% | 0.80% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.69% | 0.84% | 1.09% | Q4 2018 | Q3 2023 | 20 |
STABLEFORD CAPITAL II LLC | 9 | 2 | 0.41% | 1.08% | 2.72% | Q1 2017 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2022 | 20 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2022 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.03% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Clarius Group, LLC | 19 | 1 | 0.06% | 0.09% | 0.13% | Q2 2018 | Q3 2023 | 20 |
SECURITY NATIONAL TRUST CO | 20 | 20 | 0.03% | 0.04% | 0.07% | Q4 2016 | Q3 2021 | 20 |
Ellevest, Inc. | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
JGP Global Gestao de Recursos Ltda. | 20 | 20 | 0.09% | 0.35% | 1.49% | Q4 2018 | Q3 2023 | 20 |
BLOOM TREE PARTNERS, LLC | 12 | 8 | 1.77% | 3.68% | 5.00% | Q4 2015 | Q1 2021 | 20 |
Pensionfund Sabic | 20 | 20 | 0.60% | 0.66% | 0.72% | Q1 2019 | Q4 2023 | 20 |
Tesco Pension Investment Ltd | 17 | 3 | 2.20% | 3.53% | 5.07% | Q2 2017 | Q2 2022 | 20 |
NVWM, LLC | 20 | 20 | 0.00% | 0.17% | 0.62% | Q4 2018 | Q3 2023 | 20 |
Carmignac Gestion | 20 | 20 | 0.33% | 3.46% | 5.17% | Q3 2018 | Q2 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.05% | 0.10% | Q4 2015 | Q3 2020 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.12% | 0.14% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Matarin Capital Management, LLC | 20 | 20 | 0.25% | 0.44% | 0.61% | Q1 2015 | Q4 2019 | 20 |
Impax Asset Management Group plc | 20 | 20 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Morningstar Investment Services LLC | 17 | 3 | 0.03% | 0.64% | 1.22% | Q4 2014 | Q1 2022 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.84% | 1.21% | 1.83% | Q4 2018 | Q3 2023 | 20 |
TRUE Private Wealth Advisors | 20 | 20 | 0.00% | 0.07% | 0.11% | Q1 2016 | Q4 2020 | 20 |
Archer Investment Corp | 20 | 20 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.19% | 0.24% | 0.34% | Q4 2017 | Q3 2022 | 20 |
Cetera Investment Advisers | 14 | 1 | 0.00% | 0.04% | 0.13% | Q3 2016 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2019 | 20 |
Bogart Wealth, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Joel Isaacson & Co., LLC | 11 | 9 | 0.01% | 0.04% | 0.11% | Q4 2014 | Q3 2023 | 20 |
BB&T SECURITIES, LLC | 20 | 20 | 0.20% | 0.50% | 1.01% | Q4 2014 | Q3 2019 | 20 |
PINNACLE FINANCIAL PARTNERS INC | 17 | 1 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 20 |
Achmea Investment Management B.V. | 12 | 8 | 0.25% | 0.43% | 0.86% | Q1 2017 | Q3 2023 | 20 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 4 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 20 |
XR Securities LLC | 7 | 1 | 0.01% | 0.16% | 0.84% | Q2 2018 | Q3 2023 | 20 |
Quantbot Technologies LP | 5 | 1 | 0.01% | 0.40% | 1.03% | Q4 2014 | Q3 2023 | 20 |
Arden Trust Co | 19 | 19 | 0.10% | 0.16% | 0.25% | Q2 2019 | Q4 2023 | 19 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 19 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 19 | 19 | 1.26% | 1.49% | 1.72% | Q1 2019 | Q3 2023 | 19 |
JENNISON ASSOCIATES LLC | 10 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q2 2022 | 19 |
PARADIGM ASSET MANAGEMENT CO LLC | 15 | 4 | 0.02% | 0.32% | 0.95% | Q4 2014 | Q3 2020 | 19 |
Symmetry Partners, LLC | 15 | 4 | 0.06% | 0.13% | 0.25% | Q4 2018 | Q4 2023 | 19 |
NAYA CAPITAL MANAGEMENT UK LTD | 18 | 18 | 7.62% | 11.93% | 20.21% | Q4 2016 | Q1 2021 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.67% | 0.84% | 1.08% | Q1 2019 | Q3 2023 | 19 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.05% | 0.22% | 0.61% | Q4 2014 | Q3 2023 | 19 |
Walleye Capital LLC | 3 | 1 | 0.01% | 0.05% | 0.26% | Q3 2018 | Q3 2023 | 19 |
King Wealth Management Group | 19 | 19 | 0.08% | 0.18% | 0.30% | Q1 2019 | Q3 2023 | 19 |
Violich Capital Management, Inc. | 19 | 19 | 0.05% | 0.25% | 0.34% | Q1 2019 | Q3 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.03% | 0.13% | 0.22% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 19 |
ProVise Management Group, LLC | 18 | 1 | 0.06% | 0.25% | 0.68% | Q2 2018 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.07% | 0.11% | 0.15% | Q1 2019 | Q3 2023 | 19 |
Insight Wealth Strategies, LLC | 13 | 6 | 0.04% | 0.24% | 0.56% | Q4 2018 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.12% | 0.24% | 0.40% | Q4 2018 | Q2 2023 | 19 |
OSSIAM | 13 | 6 | 0.00% | 0.14% | 1.29% | Q4 2018 | Q3 2023 | 19 |
NJ State Employees Deferred Compensation Plan | 19 | 19 | 0.09% | 0.12% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q2 2022 | 19 |
Capital International Investors | 19 | 19 | 0.18% | 0.55% | 0.88% | Q1 2019 | Q3 2023 | 19 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.12% | 0.51% | Q4 2014 | Q3 2023 | 19 |
Cornerstone Advisors, Inc. | 19 | 19 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q2 2019 | 19 |
Stanley-Laman Group, Ltd. | 12 | 1 | 0.03% | 0.26% | 1.00% | Q2 2016 | Q3 2023 | 19 |
COMMONWEALTH BANK OF AUSTRALIA | 19 | 19 | 0.08% | 0.12% | 0.16% | Q4 2014 | Q2 2019 | 19 |
Virtue Capital Management, LLC | 14 | 1 | 0.05% | 0.08% | 0.15% | Q1 2018 | Q3 2023 | 19 |
KANAWHA CAPITAL MANAGEMENT LLC | 16 | 3 | 0.02% | 0.06% | 0.09% | Q1 2016 | Q2 2021 | 19 |
Royal Fund Management, LLC | 10 | 1 | 0.03% | 0.05% | 0.15% | Q4 2017 | Q3 2023 | 19 |
IFG Advisory, LLC | 18 | 1 | 0.02% | 0.08% | 0.12% | Q4 2017 | Q4 2022 | 19 |
Financial Advisory Group | 14 | 1 | 0.06% | 0.08% | 0.10% | Q3 2018 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.16% | 0.21% | 0.28% | Q1 2019 | Q3 2023 | 19 |
Cumberland Partners Ltd | 18 | 1 | 0.05% | 0.58% | 1.92% | Q4 2018 | Q3 2023 | 19 |
East Coast Asset Management, LLC. | 14 | 1 | 0.06% | 0.10% | 0.20% | Q3 2018 | Q3 2023 | 19 |
BerganKDV Wealth Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 19 |
Focused Wealth Management, Inc | 16 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 19 |
GLOBEFLEX CAPITAL L P | 14 | 5 | 0.00% | 0.14% | 0.66% | Q2 2015 | Q3 2023 | 19 |
Summit Global Investments | 16 | 3 | 0.03% | 0.53% | 1.75% | Q4 2016 | Q3 2023 | 19 |
AGF Investments LLC | 15 | 4 | 0.00% | 0.30% | 1.16% | Q4 2016 | Q2 2022 | 19 |
Steinberg Global Asset Management | 18 | 18 | 0.08% | 0.13% | 0.22% | Q4 2014 | Q1 2019 | 18 |
SANDERS MORRIS HARRIS LLC | 11 | 2 | 0.10% | 0.18% | 0.37% | Q1 2018 | Q3 2023 | 18 |
Sound Income Strategies, LLC | 18 | 18 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q1 2022 | 18 |
Cresset Asset Management, LLC | 16 | 2 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 18 |
MISSION WEALTH MANAGEMENT, LP | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Marshall Wace North America L.P. | 18 | 18 | 0.00% | 0.27% | 1.24% | Q2 2017 | Q3 2021 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.03% | 0.37% | 0.93% | Q4 2018 | Q3 2023 | 18 |
Wealthquest Corp | 14 | 1 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 18 |
EDMP, INC. | 18 | 18 | 2.10% | 2.90% | 3.29% | Q2 2019 | Q3 2023 | 18 |
Chesley Taft & Associates LLC | 18 | 18 | 0.07% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 18 |
FINANCIAL COUNSELORS INC | 17 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 18 |
Frisch Financial Group, Inc. | 17 | 1 | 0.29% | 0.35% | 0.46% | Q4 2018 | Q3 2023 | 18 |
Quantitative Systematic Strategies LLC | 11 | 1 | 0.09% | 0.42% | 0.78% | Q2 2015 | Q2 2021 | 18 |
BAHL & GAYNOR INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 18 |
JAG CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.09% | 0.36% | 1.33% | Q2 2019 | Q3 2023 | 18 |
Csenge Advisory Group | 17 | 1 | 0.01% | 0.10% | 0.18% | Q3 2018 | Q3 2023 | 18 |
JNBA Financial Advisors | 16 | 1 | 0.00% | 0.00% | 0.06% | Q3 2016 | Q3 2023 | 18 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.22% | 0.56% | Q1 2018 | Q3 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 18 |
Prestige Wealth Management Group LLC | 17 | 1 | 0.00% | 0.06% | 0.21% | Q4 2018 | Q3 2023 | 18 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.03% | 0.15% | Q1 2015 | Q2 2023 | 18 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 4 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 18 |
RDA Financial Network | 18 | 18 | 0.84% | 1.20% | 1.70% | Q2 2019 | Q3 2023 | 18 |
FORSTA AP-FONDEN | 18 | 18 | 0.20% | 0.36% | 1.06% | Q2 2019 | Q3 2023 | 18 |
Pinkerton Retirement Specialists, LLC | 18 | 18 | 0.32% | 0.65% | 1.47% | Q2 2019 | Q3 2023 | 18 |
First Financial Bank - Trust Division | 18 | 18 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q4 2023 | 18 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 9 | 9 | 0.06% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 18 |
TEACHERS ADVISORS, LLC | 18 | 18 | 0.09% | 0.18% | 0.38% | Q4 2014 | Q1 2019 | 18 |
WHALEROCK POINT PARTNERS, LLC | 14 | 4 | 0.11% | 0.14% | 0.18% | Q1 2019 | Q3 2023 | 18 |
Capital International, Inc./CA/ | 18 | 18 | 0.06% | 0.40% | 0.60% | Q2 2019 | Q3 2023 | 18 |
Transamerica Financial Advisors, Inc. | 10 | 1 | 0.00% | 0.28% | 0.88% | Q4 2014 | Q2 2020 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.06% | 0.10% | 0.12% | Q2 2019 | Q3 2023 | 18 |
RELIANCE TRUST CO OF DELAWARE | 18 | 18 | 0.10% | 0.18% | 0.23% | Q4 2014 | Q1 2019 | 18 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.13% | 0.20% | 0.26% | Q4 2014 | Q1 2019 | 18 |
OppenheimerFunds, Inc. | 18 | 18 | 0.38% | 0.54% | 0.94% | Q4 2014 | Q1 2019 | 18 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 2 | 0.00% | 0.08% | 0.13% | Q1 2017 | Q3 2023 | 18 |
ROYAL LONDON ASSET MANAGEMENT LTD | 15 | 1 | 0.25% | 0.31% | 0.38% | Q4 2018 | Q3 2023 | 18 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 10 | 1 | 0.02% | 0.10% | 0.72% | Q4 2014 | Q1 2023 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q4 2019 | 18 |
1834 INVESTMENT ADVISORS CO | 18 | 18 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 18 |
PETTYJOHN, WOOD & WHITE, INC | 18 | 18 | 0.33% | 0.45% | 0.58% | Q2 2019 | Q3 2023 | 18 |
Harel Insurance Investments & Financial Services Ltd. | 17 | 1 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q3 2022 | 18 |
WINTRUST INVESTMENTS LLC | 10 | 4 | 0.02% | 0.05% | 0.11% | Q1 2017 | Q3 2023 | 18 |
Centiva Capital, LP | 5 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 18 |
ETF MANAGERS GROUP, LLC | 16 | 1 | 0.01% | 0.02% | 0.10% | Q1 2016 | Q1 2021 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.07% | 0.12% | 0.22% | Q3 2019 | Q3 2023 | 17 |
Orbimed Advisors | 7 | 1 | 0.17% | 1.31% | 1.88% | Q4 2014 | Q3 2021 | 17 |
CORNERCAP INVESTMENT COUNSEL INC | 7 | 1 | 0.02% | 0.36% | 0.63% | Q4 2015 | Q3 2023 | 17 |
PARK AVENUE SECURITIES LLC | 16 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 17 |
MITCHELL CAPITAL MANAGEMENT CO | 9 | 2 | 0.15% | 0.66% | 1.41% | Q4 2017 | Q3 2023 | 17 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 15 | 1 | 0.00% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 17 |
SENTINEL TRUST CO LBA | 16 | 1 | 0.06% | 0.36% | 0.90% | Q4 2014 | Q4 2021 | 17 |
NORTHPOINTE CAPITAL LLC | 10 | 7 | 0.20% | 0.53% | 1.78% | Q1 2015 | Q3 2019 | 17 |
BRAUN STACEY ASSOCIATES INC | 14 | 3 | 0.01% | 0.83% | 1.30% | Q4 2016 | Q2 2021 | 17 |
Avantax Planning Partners, Inc. | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 17 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6 | 1 | 0.01% | 0.20% | 0.50% | Q4 2014 | Q3 2023 | 17 |
MOTCO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 17 |
Rafferty Asset Management, LLC | 16 | 1 | 0.01% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 17 |
Lee Financial Co | 10 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
Vigilant Capital Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 17 |
First City Capital Management, Inc. | 10 | 1 | 0.05% | 0.13% | 0.21% | Q4 2014 | Q2 2023 | 17 |
Quantitative Investment Management, LLC | 5 | 1 | 0.01% | 0.38% | 1.19% | Q4 2014 | Q4 2021 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Cohen Klingenstein LLC | 17 | 17 | 0.05% | 0.07% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Calamos Wealth Management LLC | 9 | 3 | 0.03% | 0.16% | 0.50% | Q1 2015 | Q4 2021 | 17 |
HAP Trading, LLC | 6 | 1 | 0.00% | 0.22% | 1.51% | Q2 2018 | Q4 2020 | 17 |
Homrich & Berg | 8 | 1 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q3 2021 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 0.93% | 1.49% | 1.83% | Q3 2019 | Q3 2023 | 17 |
Edgestream Partners, L.P. | 7 | 1 | 0.02% | 0.33% | 0.82% | Q3 2017 | Q3 2023 | 17 |
British Airways Pensions Investment Management Ltd | 14 | 3 | 0.32% | 0.69% | 1.10% | Q2 2015 | Q3 2020 | 17 |
Cornerstone Wealth Group, LLC | 14 | 1 | 0.05% | 0.29% | 0.76% | Q1 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.11% | 0.25% | 0.54% | Q4 2018 | Q4 2022 | 17 |
LYRICAL ASSET MANAGEMENT LP | 17 | 17 | 3.32% | 4.42% | 6.63% | Q4 2014 | Q4 2018 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 17 |
Brave Warrior Advisors | 17 | 17 | 8.18% | 14.46% | 20.18% | Q3 2019 | Q3 2023 | 17 |
Hurlow Wealth Management Group, Inc. | 13 | 1 | 0.17% | 0.26% | 0.38% | Q4 2018 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.04% | 0.09% | 0.15% | Q1 2019 | Q2 2023 | 17 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.07% | 0.17% | Q4 2018 | Q3 2023 | 17 |
Balentine LLC | 10 | 2 | 0.00% | 0.03% | 0.16% | Q1 2015 | Q3 2023 | 17 |
Empowered Funds, LLC | 8 | 1 | 0.07% | 0.48% | 1.14% | Q3 2017 | Q3 2023 | 17 |
Gryphon Financial Partners LLC | 14 | 3 | 0.02% | 0.10% | 0.16% | Q4 2017 | Q3 2023 | 17 |
QVR LLC | 4 | 3 | 0.01% | 0.07% | 0.26% | Q1 2021 | Q4 2022 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.00% | 0.30% | 0.85% | Q2 2017 | Q2 2021 | 17 |
Holocene Advisors, LP | 6 | 5 | 0.04% | 0.55% | 1.29% | Q2 2018 | Q2 2023 | 17 |
ROBERTS GLORE & CO INC /IL/ | 12 | 5 | 0.06% | 0.10% | 0.18% | Q4 2014 | Q3 2023 | 17 |
NumerixS Investment Technologies Inc | 7 | 1 | 0.02% | 0.22% | 0.56% | Q1 2015 | Q4 2019 | 17 |
PARUS FINANCE (UK) Ltd | 17 | 17 | 2.62% | 4.29% | 7.43% | Q3 2019 | Q3 2023 | 17 |
Godshalk Welsh Capital Management, Inc. | 7 | 1 | 0.17% | 0.20% | 0.24% | Q2 2018 | Q3 2023 | 17 |
Summit Financial Wealth Advisors, LLC | 13 | 4 | 0.01% | 0.91% | 1.58% | Q4 2014 | Q3 2019 | 17 |
Pettinga Financial Advisors, LLC | 14 | 1 | 0.09% | 0.13% | 0.21% | Q1 2019 | Q3 2023 | 17 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 16 | 16 | 2.12% | 2.67% | 3.91% | Q4 2019 | Q3 2023 | 16 |
Field & Main Bank | 14 | 2 | 0.01% | 0.03% | 0.16% | Q3 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Dynamic Advisor Solutions LLC | 12 | 1 | 0.00% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.24% | 0.43% | 0.90% | Q4 2019 | Q3 2023 | 16 |
Liberty Mutual Group Asset Management Inc. | 16 | 16 | 0.06% | 0.09% | 0.13% | Q4 2014 | Q3 2018 | 16 |
Bank of Marin | 16 | 16 | 0.66% | 1.25% | 1.83% | Q4 2019 | Q3 2023 | 16 |
Copperleaf Capital, LLC | 16 | 16 | 0.84% | 1.22% | 1.92% | Q4 2019 | Q3 2023 | 16 |
Indie Asset Partners, LLC | 16 | 16 | 0.54% | 0.71% | 0.94% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Grove Bank & Trust | 9 | 7 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.04% | 0.16% | Q4 2019 | Q3 2023 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.16% | 0.26% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.27% | 0.35% | 0.52% | Q4 2019 | Q3 2023 | 16 |
DUNCKER STREETT & CO INC | 16 | 16 | 0.13% | 0.59% | 0.95% | Q4 2019 | Q3 2023 | 16 |
Core Alternative Capital | 16 | 16 | 0.01% | 0.74% | 2.01% | Q4 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.54% | 1.17% | 2.00% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.08% | 0.17% | 0.35% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.03% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.02% | 0.24% | 0.72% | Q4 2018 | Q3 2022 | 16 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 9 | 1 | 0.00% | 0.06% | 0.49% | Q4 2014 | Q4 2017 | 16 |
RAND WEALTH, LLC | 16 | 16 | 0.08% | 0.12% | 0.17% | Q4 2014 | Q3 2018 | 16 |
MCKINLEY CAPITAL MANAGEMENT LLC | 10 | 1 | 0.50% | 1.00% | 1.52% | Q4 2014 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.12% | 0.31% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.07% | 0.18% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Alyeska Investment Group, L.P. | 11 | 1 | 0.03% | 0.54% | 0.92% | Q4 2014 | Q2 2020 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.20% | 0.23% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Diligent Investors, LLC | 12 | 1 | 0.08% | 0.09% | 0.12% | Q3 2018 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.07% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.07% | 0.17% | Q4 2019 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.23% | 0.31% | 0.38% | Q4 2019 | Q3 2023 | 16 |
ETRADE Capital Management LLC | 16 | 16 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2020 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
MBM Wealth Consultants, LLC | 8 | 1 | 0.04% | 0.07% | 0.14% | Q2 2019 | Q3 2023 | 16 |
Assured Investment Management LLC | 14 | 2 | 0.00% | 0.22% | 2.32% | Q1 2015 | Q1 2019 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.09% | 0.18% | 0.27% | Q4 2019 | Q3 2023 | 16 |
Old North State Trust, LLC | 6 | 4 | 0.01% | 0.07% | 0.17% | Q3 2018 | Q2 2023 | 16 |
Eversept Partners, LP | 8 | 1 | 0.09% | 0.89% | 2.48% | Q1 2018 | Q3 2023 | 16 |
WEALTHFRONT Corp | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2018 | 16 |
C M BIDWELL & ASSOCIATES LTD | 5 | 2 | 0.00% | 0.78% | 2.32% | Q4 2014 | Q4 2022 | 16 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 6 | 1 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q1 2023 | 16 |
THOMPSON DAVIS & CO., INC. | 16 | 16 | 0.02% | 0.06% | 0.12% | Q4 2014 | Q3 2018 | 16 |
Beirne Wealth Consulting Services, LLC | 16 | 16 | 0.18% | 0.32% | 0.55% | Q4 2018 | Q3 2022 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.12% | 0.17% | 0.34% | Q4 2019 | Q3 2023 | 16 |
BURKE & HERBERT BANK & TRUST CO | 16 | 16 | 0.21% | 0.29% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.12% | 0.40% | Q3 2018 | Q3 2023 | 16 |
AMUNDI ASSET MANAGEMENT US, INC. | 16 | 16 | 0.01% | 0.12% | 0.22% | Q2 2017 | Q1 2021 | 16 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 16 | 16 | 1.01% | 1.75% | 3.99% | Q4 2014 | Q3 2018 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.10% | 0.38% | 0.55% | Q4 2019 | Q3 2023 | 16 |
EMINENCE CAPITAL, LP | 8 | 3 | 0.36% | 1.51% | 2.94% | Q1 2016 | Q3 2023 | 16 |
Kinneret Advisory, LLC | 16 | 16 | 0.12% | 0.15% | 0.21% | Q4 2018 | Q3 2022 | 16 |
Beacon Pointe Advisors, LLC | 12 | 1 | 0.02% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 16 |
MERITAGE PORTFOLIO MANAGEMENT | 9 | 3 | 0.07% | 0.39% | 0.54% | Q1 2018 | Q3 2023 | 16 |
Alexandria Capital, LLC | 16 | 16 | 0.50% | 0.59% | 0.64% | Q4 2017 | Q3 2021 | 16 |
FIRST AMERICAN TRUST, FSB | 16 | 16 | 0.60% | 1.27% | 1.75% | Q4 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.05% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 16 | 16 | 0.49% | 0.91% | 1.37% | Q4 2014 | Q3 2018 | 16 |
Magnetar Financial LLC | 4 | 1 | 0.01% | 0.07% | 0.59% | Q1 2015 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Quadrature Capital Ltd | 5 | 1 | 0.10% | 0.58% | 1.29% | Q3 2015 | Q3 2023 | 16 |
MACKAY SHIELDS LLC | 14 | 2 | 0.11% | 0.18% | 0.27% | Q1 2018 | Q1 2022 | 16 |
SpiderRock Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SEARLE & CO. | 16 | 16 | 0.42% | 0.52% | 0.63% | Q4 2019 | Q3 2023 | 16 |
STRATEGY ASSET MANAGERS LLC | 10 | 2 | 0.29% | 0.63% | 0.88% | Q1 2015 | Q3 2023 | 16 |
Fort Point Capital Partners LLC | 12 | 1 | 0.04% | 0.06% | 0.09% | Q3 2018 | Q3 2023 | 16 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 16 | 16 | 0.10% | 0.14% | 0.16% | Q2 2017 | Q1 2021 | 16 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Chesapeake Wealth Management | 16 | 16 | 0.10% | 0.14% | 0.35% | Q2 2018 | Q1 2022 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
CORNERSTONE ADVISORS INC | 12 | 1 | 0.00% | 0.32% | 0.53% | Q4 2014 | Q4 2021 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.08% | 0.23% | 0.38% | Q4 2019 | Q3 2023 | 16 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 15 | 15 | 0.12% | 0.17% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Beaumont Financial Partners, LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2022 | 15 |
Capula Management Ltd | 4 | 1 | 0.00% | 0.04% | 0.13% | Q4 2020 | Q3 2023 | 15 |
Ninety One SA (PTY) Ltd | 15 | 15 | 0.01% | 0.92% | 3.10% | Q1 2020 | Q3 2023 | 15 |
ADVISORY RESEARCH INC | 15 | 15 | 0.01% | 0.07% | 0.15% | Q1 2017 | Q3 2020 | 15 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 14 | 1 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 15 |
BAILARD, INC. | 11 | 4 | 0.10% | 0.23% | 0.48% | Q4 2014 | Q3 2023 | 15 |
Daiwa SB Investments Ltd. | 15 | 15 | 0.28% | 0.39% | 0.70% | Q3 2015 | Q1 2019 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.18% | 0.25% | 0.34% | Q1 2020 | Q3 2023 | 15 |
SUMMIT FINANCIAL GROUP, INC. | 14 | 1 | 0.09% | 0.12% | 0.14% | Q4 2019 | Q3 2023 | 15 |
Varma Mutual Pension Insurance Co | 15 | 15 | 0.05% | 0.14% | 0.31% | Q1 2020 | Q3 2023 | 15 |
CATAWBA CAPITAL MANAGEMENT /VA | 15 | 15 | 1.10% | 1.42% | 1.79% | Q4 2014 | Q2 2018 | 15 |
Jackson Hole Capital Partners, LLC | 15 | 15 | 0.63% | 0.71% | 0.81% | Q1 2020 | Q3 2023 | 15 |
Horan Securities, Inc. | 8 | 7 | 0.17% | 0.24% | 0.27% | Q4 2019 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.18% | 0.30% | Q1 2020 | Q3 2023 | 15 |
FRED ALGER MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q1 2023 | 15 |
New England Research & Management, Inc. | 11 | 4 | 0.37% | 0.82% | 1.56% | Q3 2015 | Q3 2023 | 15 |
First Personal Financial Services | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2019 | 15 |
Legg Mason Asset Management (Japan) Co., Ltd. | 7 | 2 | 0.34% | 0.56% | 0.88% | Q4 2014 | Q2 2021 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.17% | 0.26% | 0.32% | Q3 2016 | Q1 2020 | 15 |
MIDDLETON & CO INC/MA | 15 | 15 | 0.04% | 0.07% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 15 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.00% | 0.31% | 0.82% | Q4 2014 | Q3 2023 | 15 |
Natixis Investment Managers International | 10 | 2 | 0.00% | 0.06% | 0.16% | Q2 2015 | Q2 2022 | 15 |
SIGNET FINANCIAL MANAGEMENT, LLC | 9 | 3 | 0.00% | 0.08% | 0.12% | Q1 2018 | Q3 2023 | 15 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.06% | 0.21% | Q1 2018 | Q3 2023 | 15 |
Lenox Wealth Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2022 | 15 |
Intellectus Partners, LLC | 15 | 15 | 0.09% | 0.29% | 0.50% | Q1 2020 | Q3 2023 | 15 |
TOBAM | 13 | 2 | 0.01% | 0.06% | 0.26% | Q2 2019 | Q3 2023 | 15 |
Guinness Asset Management LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 15 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 7 | 3 | 0.08% | 0.98% | 2.03% | Q1 2015 | Q2 2019 | 15 |
Palo Capital, Inc. | 15 | 15 | 1.50% | 2.08% | 2.45% | Q2 2015 | Q4 2018 | 15 |
Psagot Value Holdings Ltd. | 5 | 1 | 0.00% | 0.11% | 0.25% | Q4 2014 | Q3 2021 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14 | 1 | 0.00% | 0.06% | 0.24% | Q4 2019 | Q3 2023 | 15 |
IHT Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 15 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 15 | 15 | 0.00% | 0.25% | 2.65% | Q1 2015 | Q3 2018 | 15 |
PROFESSIONAL ADVISORY SERVICES INC | 15 | 15 | 2.83% | 3.71% | 4.03% | Q1 2020 | Q3 2023 | 15 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 15 | 15 | 0.18% | 0.31% | 0.40% | Q4 2014 | Q2 2018 | 15 |
Vectors Research Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2022 | 15 |
USS Investment Management Ltd | 15 | 15 | 0.11% | 0.23% | 0.37% | Q1 2020 | Q3 2023 | 15 |
CAPITAL ONE, NATIONAL ASSOCIATION | 15 | 15 | 0.08% | 0.17% | 0.54% | Q4 2014 | Q2 2018 | 15 |
Great Diamond Partners, LLC | 14 | 1 | 0.07% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 15 |
RATIONAL ADVISORS LLC | 9 | 2 | 0.00% | 0.38% | 2.53% | Q4 2014 | Q3 2020 | 15 |
Crake Asset Management LLP | 12 | 3 | 2.22% | 6.33% | 15.16% | Q4 2019 | Q3 2023 | 15 |
NEEDELMAN ASSET MANAGEMENT INC | 15 | 15 | 2.94% | 3.84% | 4.80% | Q4 2014 | Q2 2018 | 15 |
Cinctive Capital Management LP | 14 | 14 | 0.01% | 0.61% | 1.10% | Q4 2019 | Q1 2023 | 15 |
EAGLE CAPITAL MANAGEMENT LLC | 15 | 15 | 1.18% | 2.49% | 3.95% | Q1 2020 | Q3 2023 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Waldron Private Wealth LLC | 13 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 15 |
MIROVA | 10 | 5 | 0.01% | 0.12% | 0.33% | Q2 2019 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.12% | 0.19% | 0.30% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
FinTrust Capital Advisors, LLC | 8 | 7 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 15 |
Meridian Wealth Management, LLC | 11 | 1 | 0.02% | 0.05% | 0.13% | Q2 2017 | Q3 2023 | 15 |
Fisher Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 15 |
Souders Financial Advisors | 15 | 15 | 0.20% | 0.35% | 0.76% | Q1 2020 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 1 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 14 |
Asio Capital, LLC | 14 | 14 | 0.14% | 0.94% | 1.42% | Q2 2020 | Q3 2023 | 14 |
NuWave Investment Management, LLC | 9 | 1 | 0.01% | 0.41% | 2.39% | Q4 2017 | Q3 2022 | 14 |
Rampart Investment Management Company, LLC | 11 | 3 | 0.00% | 0.20% | 0.26% | Q1 2017 | Q3 2020 | 14 |
Ninety One North America, Inc. | 14 | 14 | 0.10% | 0.77% | 2.00% | Q4 2018 | Q1 2022 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Capital International Sarl | 12 | 2 | 0.10% | 0.30% | 0.76% | Q2 2019 | Q2 2023 | 14 |
Qtron Investments LLC | 14 | 14 | 0.12% | 0.30% | 0.46% | Q2 2020 | Q3 2023 | 14 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2023 | 14 |
BEACON FINANCIAL GROUP | 14 | 14 | 0.06% | 0.09% | 0.14% | Q2 2019 | Q3 2022 | 14 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 12 | 2 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2019 | 14 |
Prospera Financial Services Inc | 13 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 14 |
Covington Capital Management | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2022 | 14 |
Adams Wealth Management | 13 | 1 | 0.10% | 0.12% | 0.18% | Q4 2019 | Q3 2023 | 14 |
Tandem Investment Advisors, Inc. | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 14 |
RWC Asset Management LLP | 14 | 14 | 0.20% | 2.82% | 4.62% | Q2 2020 | Q3 2023 | 14 |
Partner Investment Management, L.P. | 11 | 1 | 1.04% | 2.48% | 3.62% | Q2 2015 | Q4 2019 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.12% | 0.13% | 0.15% | Q4 2017 | Q1 2021 | 14 |
Malaga Cove Capital, LLC | 14 | 14 | 0.32% | 0.89% | 1.42% | Q2 2020 | Q3 2023 | 14 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 14 | 14 | 0.18% | 0.21% | 0.25% | Q4 2014 | Q1 2018 | 14 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 14 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 8 | 1 | 0.03% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 14 |
Wealth Alliance | 14 | 14 | 0.09% | 0.14% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Clean Yield Group | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 14 |
Truvestments Capital LLC | 14 | 14 | 0.05% | 0.67% | 1.19% | Q2 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
INSIGHT 2811, INC. | 14 | 14 | 0.32% | 0.66% | 0.86% | Q3 2015 | Q4 2018 | 14 |
Cox Capital Mgt LLC | 14 | 14 | 0.59% | 0.91% | 1.38% | Q4 2018 | Q1 2022 | 14 |
Legacy Financial Advisors, Inc. | 8 | 6 | 0.03% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 14 |
TRILLIUM ASSET MANAGEMENT, LLC | 14 | 14 | 0.70% | 1.25% | 1.84% | Q2 2020 | Q3 2023 | 14 |
Formidable Asset Management, LLC | 8 | 6 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 14 |
EVOKE WEALTH, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 14 |
Moloney Securities Asset Management, LLC | 14 | 14 | 0.07% | 0.18% | 0.40% | Q2 2020 | Q3 2023 | 14 |
TIAA, FSB | 10 | 4 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q2 2023 | 14 |
Global Trust Asset Management, LLC | 14 | 14 | 0.16% | 0.38% | 0.72% | Q2 2020 | Q3 2023 | 14 |
Edgemoor Investment Advisors, Inc. | 14 | 14 | 0.16% | 2.24% | 3.25% | Q4 2014 | Q1 2018 | 14 |
Blueshift Asset Management, LLC | 8 | 1 | 0.02% | 0.24% | 0.47% | Q1 2019 | Q3 2023 | 14 |
Douglass Winthrop Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ORRSTOWN FINANCIAL SERVICES INC | 14 | 14 | 0.03% | 0.11% | 0.16% | Q2 2016 | Q3 2019 | 14 |
LAKE STREET ADVISORS GROUP, LLC | 14 | 14 | 0.04% | 0.06% | 0.07% | Q1 2018 | Q2 2021 | 14 |
HOLDERNESS INVESTMENTS CO | 14 | 14 | 0.12% | 0.15% | 0.21% | Q2 2020 | Q3 2023 | 14 |
MUFG Securities EMEA plc | 12 | 1 | 0.00% | 0.41% | 1.03% | Q2 2015 | Q3 2021 | 14 |
Circle Wealth Management, LLC | 14 | 14 | 0.01% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.09% | 0.21% | 0.32% | Q2 2020 | Q3 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 1 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.01% | 0.12% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.25% | 0.30% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.02% | 0.14% | Q2 2018 | Q1 2022 | 14 |
Harbour Capital Advisors, LLC | 9 | 1 | 0.04% | 0.24% | 1.01% | Q4 2014 | Q4 2023 | 14 |
Atom Investors LP | 11 | 1 | 0.03% | 0.24% | 0.58% | Q4 2018 | Q3 2023 | 14 |
Community Capital Management, LLC | 14 | 14 | 0.58% | 1.69% | 2.39% | Q2 2020 | Q3 2023 | 14 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.02% | 0.05% | 0.20% | Q1 2020 | Q3 2023 | 14 |
CDAM (UK) Ltd | 12 | 1 | 0.14% | 8.14% | 11.86% | Q4 2017 | Q2 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Neuberger Berman Canada ULC | 12 | 12 | 0.00% | 0.30% | 0.50% | Q4 2014 | Q3 2017 | 13 |
Stack Financial Management, Inc | 13 | 13 | 0.80% | 1.41% | 2.16% | Q4 2014 | Q4 2017 | 13 |
PZENA INVESTMENT MANAGEMENT LLC | 9 | 4 | 0.00% | 0.26% | 0.44% | Q1 2019 | Q3 2023 | 13 |
Carolina Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Court Place Advisors, LLC | 12 | 1 | 0.07% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 13 |
MU Investments Co., Ltd. | 13 | 13 | 0.03% | 0.14% | 0.26% | Q4 2014 | Q4 2017 | 13 |
Beaton Management Co. Inc. | 8 | 1 | 0.18% | 0.20% | 0.24% | Q3 2018 | Q1 2022 | 13 |
CrestPoint Capital Management, LLC | 13 | 13 | 0.55% | 0.74% | 1.20% | Q4 2014 | Q4 2017 | 13 |
J.W. COLE ADVISORS, INC. | 12 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 13 |
Cambria Investment Management, L.P. | 7 | 6 | 0.03% | 0.71% | 1.05% | Q4 2014 | Q3 2019 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 13 |
ALTFEST L J & CO INC | 13 | 13 | 0.05% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
AHL Partners LLP | 13 | 13 | 0.07% | 0.25% | 0.38% | Q4 2014 | Q4 2017 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 6 | 0.03% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 13 |
INVERNESS COUNSEL LLC /NY/ | 13 | 13 | 0.01% | 0.15% | 1.43% | Q3 2019 | Q3 2022 | 13 |
Numeric Investors LLC | 13 | 13 | 0.01% | 0.26% | 0.80% | Q4 2014 | Q4 2017 | 13 |
Principle Wealth Partners LLC | 12 | 1 | 0.04% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 13 |
ALPS ADVISORS INC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 13 |
Ironwood Investment Counsel, LLC | 13 | 13 | 0.63% | 0.77% | 0.98% | Q4 2014 | Q4 2017 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.07% | 0.12% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Northwest Bancshares, Inc. | 8 | 5 | 0.11% | 0.19% | 0.33% | Q2 2020 | Q3 2023 | 13 |
Biltmore Wealth Management, LLC | 8 | 5 | 0.20% | 0.74% | 1.25% | Q4 2014 | Q4 2020 | 13 |
ALGERT GLOBAL LLC | 2 | 1 | 0.06% | 0.32% | 0.73% | Q4 2014 | Q4 2022 | 13 |
Pure Financial Advisors, LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q4 2023 | 13 |
BREMER TRUST NATIONAL ASSOCIATION | 13 | 13 | 0.06% | 0.52% | 0.86% | Q4 2015 | Q4 2018 | 13 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7 | 1 | 0.00% | 1.50% | 2.02% | Q4 2015 | Q4 2022 | 13 |
Brick & Kyle, Associates | 10 | 3 | 0.01% | 0.60% | 2.64% | Q4 2014 | Q1 2021 | 13 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q1 2019 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.06% | 0.13% | 0.17% | Q3 2020 | Q3 2023 | 13 |
WOODSTOCK CORP | 13 | 13 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2023 | 13 |
Firefly Value Partners, LP | 13 | 13 | 1.00% | 5.75% | 9.62% | Q4 2014 | Q4 2017 | 13 |
Sonora Investment Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 13 |
Jackson Wealth Management, LLC | 8 | 5 | 0.18% | 0.46% | 1.86% | Q2 2020 | Q3 2023 | 13 |
IndexIQ Advisors LLC | 8 | 5 | 0.04% | 0.12% | 0.23% | Q4 2017 | Q1 2022 | 13 |
FACTORY MUTUAL INSURANCE CO | 13 | 13 | 0.02% | 0.06% | 0.16% | Q1 2016 | Q1 2019 | 13 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.04% | 0.12% | Q4 2015 | Q3 2023 | 13 |
Jupiter Investment Management Ltd | 5 | 1 | 0.01% | 0.67% | 1.98% | Q4 2014 | Q2 2020 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 13 |
Goelzer Investment Management, Inc. | 8 | 1 | 0.02% | 0.06% | 0.24% | Q2 2015 | Q4 2022 | 13 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 10 | 3 | 0.03% | 0.16% | 0.53% | Q4 2014 | Q1 2018 | 13 |
GARRISON BRADFORD & ASSOCIATES INC | 13 | 13 | 1.41% | 3.53% | 4.76% | Q3 2020 | Q3 2023 | 13 |
Bridgeworth, LLC | 10 | 3 | 0.03% | 0.06% | 0.13% | Q2 2018 | Q3 2023 | 13 |
McLean Asset Management Corp | 13 | 13 | 0.28% | 0.35% | 0.62% | Q4 2020 | Q4 2023 | 13 |
Glenview Trust Co | 12 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2018 | 13 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.06% | 0.25% | 0.46% | Q2 2015 | Q3 2023 | 13 |
Cornerstone Advisors, LLC | 11 | 1 | 0.15% | 0.52% | 0.78% | Q4 2019 | Q3 2023 | 13 |
YorkBridge Wealth Partners, LLC | 11 | 2 | 0.08% | 0.15% | 0.20% | Q4 2016 | Q3 2022 | 13 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 13 | 13 | 0.21% | 0.27% | 0.32% | Q4 2014 | Q4 2017 | 13 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.12% | 0.42% | Q4 2016 | Q3 2023 | 13 |
Kovack Advisors, Inc. | 7 | 1 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q2 2023 | 13 |
Altium Wealth Management LLC | 11 | 2 | 0.03% | 0.03% | 0.07% | Q1 2019 | Q2 2022 | 13 |
HHM Wealth Advisors, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
ROCKEFELLER FINANCIAL SERVICES INC | 13 | 13 | 0.11% | 0.18% | 0.24% | Q4 2014 | Q4 2017 | 13 |
Virtus Fund Advisers, LLC | 13 | 13 | 0.00% | 0.04% | 0.54% | Q4 2014 | Q4 2017 | 13 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.22% | 1.40% | Q4 2014 | Q3 2020 | 13 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 4 | 0.30% | 0.52% | 0.70% | Q4 2014 | Q3 2020 | 13 |
ATALANTA SOSNOFF CAPITAL, LLC | 12 | 1 | 0.04% | 1.71% | 3.64% | Q3 2015 | Q3 2023 | 13 |
Euclidean Technologies Management, LLC | 12 | 12 | 1.96% | 2.11% | 2.39% | Q4 2015 | Q3 2018 | 12 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.02% | 0.08% | 0.26% | Q1 2015 | Q3 2023 | 12 |
DAVIS-REA LTD. | 10 | 2 | 0.13% | 0.17% | 0.21% | Q1 2015 | Q2 2019 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q3 2023 | 12 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 7 | 5 | 0.01% | 0.42% | 0.78% | Q1 2019 | Q3 2023 | 12 |
Bayesian Capital Management, LP | 7 | 1 | 0.07% | 0.26% | 0.64% | Q2 2017 | Q4 2022 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 4 | 0.05% | 0.30% | 0.56% | Q2 2020 | Q2 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.28% | 0.35% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Regent Peak Wealth Advisors LLC | 12 | 12 | 0.09% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Origin Asset Management LLP | 12 | 12 | 0.15% | 0.55% | 1.21% | Q3 2018 | Q2 2021 | 12 |
Constitution Capital LLC | 12 | 12 | 0.18% | 0.32% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.06% | 0.31% | 0.82% | Q4 2016 | Q3 2019 | 12 |
Robertson Opportunity Capital, LLC | 12 | 12 | 3.74% | 5.32% | 10.34% | Q4 2014 | Q3 2017 | 12 |
INTEGRAL DERIVATIVES, LLC | 5 | 1 | 0.01% | 0.03% | 0.10% | Q4 2014 | Q1 2018 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.00% | 0.07% | 0.31% | Q3 2015 | Q2 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.11% | 0.26% | Q4 2016 | Q3 2019 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
NIPPON LIFE INSURANCE CO | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q3 2017 | 12 |
Stone Ridge Asset Management LLC | 11 | 1 | 0.21% | 0.31% | 0.55% | Q4 2014 | Q2 2020 | 12 |
SG3 Management, LLC | 4 | 2 | 0.01% | 0.10% | 0.28% | Q3 2018 | Q3 2021 | 12 |
FIRST NATIONAL TRUST CO | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
AIMZ Investment Advisors, LLC | 10 | 1 | 0.09% | 0.11% | 0.17% | Q1 2015 | Q2 2023 | 12 |
DAVIDSON & GARRARD INC | 12 | 12 | 0.05% | 0.09% | 0.12% | Q4 2014 | Q3 2017 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.17% | 0.27% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Poplar Forest Capital LLC | 11 | 1 | 0.03% | 0.06% | 0.11% | Q1 2020 | Q1 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.55% | 0.70% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Baldwin Investment Management, LLC | 12 | 12 | 0.04% | 0.08% | 0.12% | Q3 2020 | Q2 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.07% | 0.37% | 0.95% | Q4 2016 | Q3 2019 | 12 |
Alliance Wealth Advisors, LLC | 12 | 12 | 0.18% | 0.23% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.07% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
RESTON WEALTH MANAGEMENT LLC | 12 | 12 | 0.12% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.44% | 0.76% | 1.12% | Q4 2020 | Q3 2023 | 12 |
Clarkston Capital Partners, LLC | 12 | 12 | 0.37% | 0.60% | 1.06% | Q4 2014 | Q3 2017 | 12 |
Polaris Wealth Advisory Group, LLC | 6 | 1 | 0.35% | 1.28% | 2.14% | Q1 2015 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 12 |
Quantinno Capital Management LP | 8 | 1 | 0.04% | 0.16% | 0.44% | Q1 2019 | Q3 2023 | 12 |
Oxbow Advisors, LLC | 9 | 3 | 0.05% | 0.20% | 0.73% | Q3 2019 | Q3 2023 | 12 |
Tamar Securities, LLC | 11 | 1 | 1.20% | 2.48% | 3.05% | Q2 2020 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.19% | 0.27% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Kessler Investment Group, LLC | 10 | 2 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2018 | 12 |
Vantage Consulting Group Inc | 12 | 12 | 0.01% | 0.11% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.05% | 0.25% | 0.64% | Q4 2016 | Q3 2019 | 12 |
North Star Investment Management Corp. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 12 |
Nationwide Fund Advisors | 12 | 12 | 0.05% | 0.08% | 0.10% | Q4 2014 | Q3 2017 | 12 |
Cypress Capital Group | 7 | 1 | 0.04% | 0.06% | 0.15% | Q1 2018 | Q3 2023 | 12 |
Aurora Private Wealth, Inc. | 10 | 2 | 0.07% | 0.13% | 0.26% | Q4 2019 | Q1 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Integral Health Asset Management, LLC | 12 | 12 | 1.51% | 3.50% | 6.73% | Q4 2020 | Q3 2023 | 12 |
West Family Investments, Inc. | 12 | 12 | 1.03% | 1.80% | 4.04% | Q4 2020 | Q3 2023 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 1 | 0.00% | 0.08% | 0.16% | Q3 2019 | Q4 2022 | 12 |
BOK Financial Private Wealth, Inc. | 11 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.02% | 0.16% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Unison Asset Management LLC | 12 | 12 | 5.87% | 6.98% | 8.38% | Q4 2020 | Q3 2023 | 12 |
APPLETON PARTNERS INC/MA | 8 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2022 | 12 |
TORRAY INVESTMENT PARTNERS LLC | 12 | 12 | 0.02% | 0.53% | 0.82% | Q4 2014 | Q3 2017 | 12 |
Commonwealth Equity Services, Inc | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2017 | 12 |
Concord Wealth Partners | 12 | 12 | 0.07% | 0.12% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
TPI Fund Managers Ltd | 9 | 3 | 2.21% | 3.07% | 4.48% | Q2 2019 | Q2 2022 | 12 |
Machina Capital S.A.S. | 6 | 1 | 0.17% | 0.70% | 1.19% | Q4 2018 | Q3 2023 | 12 |
Hudson Bay Capital Management LP | 7 | 1 | 0.09% | 0.39% | 0.86% | Q2 2015 | Q4 2019 | 12 |
MinichMacGregor Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 12 |
FULTON BREAKEFIELD BROENNIMAN LLC | 6 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 12 |
Versor Investments LP | 6 | 3 | 0.02% | 0.10% | 0.22% | Q1 2019 | Q3 2023 | 12 |
Geller Advisors LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Harbor Group, Inc. | 12 | 12 | 0.20% | 0.25% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Highstreet Asset Management Inc. | 6 | 1 | 0.02% | 0.29% | 1.18% | Q4 2014 | Q4 2019 | 12 |
Keel Point, LLC | 12 | 12 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
OLD DOMINION CAPITAL MANAGEMENT INC | 12 | 12 | 0.79% | 0.88% | 1.01% | Q4 2018 | Q3 2021 | 12 |
Avion Wealth | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2021 | 12 |
SevenBridge Financial Group, LLC | 12 | 12 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
PDS Planning, Inc | 12 | 12 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
RAY GERALD L & ASSOCIATES LTD | 12 | 12 | 0.08% | 0.11% | 0.13% | Q4 2014 | Q3 2017 | 12 |
Founders Financial Alliance, LLC | 10 | 2 | 0.01% | 0.13% | 0.21% | Q3 2020 | Q3 2023 | 12 |
Tidal Investments LLC | 12 | 12 | 0.04% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 12 |
HealthInvest Partners AB | 9 | 3 | 5.66% | 9.40% | 14.31% | Q4 2014 | Q4 2017 | 12 |
Sio Capital Management, LLC | 6 | 6 | 0.85% | 3.10% | 6.92% | Q2 2017 | Q3 2020 | 12 |
SOUND SHORE MANAGEMENT INC /CT/ | 7 | 2 | 1.92% | 2.41% | 2.81% | Q4 2014 | Q3 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Newport Trust Company, LLC | 12 | 12 | 1.28% | 1.64% | 2.07% | Q4 2020 | Q3 2023 | 12 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 7 | 5 | 0.01% | 0.09% | 0.24% | Q1 2019 | Q3 2023 | 12 |
Pensionfund DSM Netherlands | 12 | 12 | 0.17% | 0.51% | 0.62% | Q1 2019 | Q4 2021 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.08% | 0.18% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.19% | 0.26% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Fairhaven Wealth Management, LLC | 4 | 1 | 0.08% | 0.14% | 0.31% | Q4 2018 | Q2 2023 | 11 |
Hyperion Capital Advisors LP | 11 | 11 | 1.62% | 4.62% | 9.91% | Q1 2021 | Q3 2023 | 11 |
WFG Advisors, LP | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2017 | 11 |
Sierra Capital LLC | 11 | 11 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.29% | 0.45% | 0.59% | Q4 2020 | Q2 2023 | 11 |
Wishbone Management, LP | 11 | 11 | 9.63% | 16.11% | 29.38% | Q1 2021 | Q3 2023 | 11 |
Realta Investment Advisors | 7 | 4 | 0.00% | 0.13% | 0.27% | Q1 2019 | Q3 2023 | 11 |
Lenox Wealth Management, Inc. | 7 | 4 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q2 2020 | 11 |
Campion Asset Management | 11 | 11 | 0.35% | 0.44% | 0.53% | Q1 2021 | Q3 2023 | 11 |
Western Wealth Management, LLC | 8 | 3 | 0.04% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 11 |
Strategic Blueprint, LLC | 10 | 1 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 11 |
Cipher Capital LP | 5 | 1 | 0.03% | 0.34% | 0.89% | Q2 2015 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.04% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 11 |
Gladstone Institutional Advisory LLC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Colonial River Wealth Management, LLC | 8 | 3 | 0.15% | 0.45% | 0.56% | Q4 2020 | Q3 2023 | 11 |
Tacita Capital Inc | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
WealthOne, LLC | 10 | 1 | 0.00% | 0.16% | 0.22% | Q4 2018 | Q3 2023 | 11 |
Alamar Capital Management, LLC | 11 | 11 | 1.99% | 2.81% | 3.46% | Q4 2020 | Q2 2023 | 11 |
HL FINANCIAL SERVICES LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2019 | 11 |
Landsberg, Bennett, & Dubbaneh LLC | 11 | 11 | 0.08% | 0.11% | 0.24% | Q1 2019 | Q3 2021 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.18% | 0.40% | Q1 2021 | Q3 2023 | 11 |
DSAM Partners (London) Ltd | 10 | 1 | 1.45% | 4.36% | 12.55% | Q1 2017 | Q1 2020 | 11 |
RIDGECREST WEALTH PARTNERS, LLC | 11 | 11 | 0.16% | 0.23% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.08% | 0.32% | 0.50% | Q1 2021 | Q3 2023 | 11 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 9 | 2 | 1.33% | 2.43% | 3.63% | Q4 2019 | Q3 2023 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.23% | 0.76% | Q4 2022 | Q3 2023 | 11 |
Teza Capital Management LLC | 5 | 1 | 0.07% | 0.28% | 0.59% | Q1 2017 | Q2 2023 | 11 |
Virtu KCG Holdings LLC | 11 | 11 | 0.01% | 0.06% | 0.15% | Q4 2014 | Q2 2017 | 11 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 11 | 11 | 0.76% | 1.13% | 1.69% | Q2 2016 | Q4 2018 | 11 |
CAPITAL GUARDIAN TRUST CO | 9 | 2 | 0.00% | 0.04% | 0.47% | Q1 2015 | Q2 2019 | 11 |
1st Global Advisors, Inc. | 11 | 11 | 0.04% | 0.13% | 0.25% | Q4 2014 | Q2 2017 | 11 |
Stuart Chaussee & Associates, Inc. | 11 | 11 | 0.03% | 0.09% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Capital Investment Advisors, LLC | 9 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2023 | 11 |
GLG LLC | 6 | 5 | 0.13% | 0.28% | 0.65% | Q4 2014 | Q4 2017 | 11 |
WINMILL & CO. INC | 11 | 11 | 1.29% | 1.67% | 2.02% | Q1 2021 | Q3 2023 | 11 |
Prime Capital Investment Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 11 |
Mosaic Family Wealth, LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 11 |
Solstein Capital, LLC | 7 | 4 | 0.03% | 0.10% | 0.49% | Q4 2019 | Q3 2022 | 11 |
Independent Portfolio Consultants, Inc. | 11 | 11 | 0.14% | 0.19% | 0.27% | Q4 2014 | Q2 2017 | 11 |
Sciencast Management LP | 4 | 1 | 0.10% | 0.29% | 0.90% | Q2 2017 | Q3 2023 | 11 |
Keystone Financial Group | 9 | 2 | 0.06% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 11 |
GAM SYSTEMATIC LLP | 6 | 5 | 0.04% | 0.21% | 0.44% | Q4 2014 | Q3 2017 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Ruane, Cunniff & Goldfarb L.P. | 11 | 11 | 3.96% | 6.65% | 8.50% | Q1 2021 | Q3 2023 | 11 |
CEDAR CAPITAL, LLC | 11 | 11 | 0.18% | 0.32% | 0.44% | Q1 2018 | Q3 2020 | 11 |
Geneva Advisors, LLC | 11 | 11 | 0.82% | 1.22% | 1.67% | Q4 2014 | Q2 2017 | 11 |
CAPSTONE ASSET MANAGEMENT CO | 11 | 11 | 0.10% | 0.13% | 0.17% | Q4 2014 | Q2 2017 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2018 | 11 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 8 | 3 | 0.00% | 2.18% | 3.93% | Q4 2019 | Q3 2023 | 11 |
McIlrath & Eck, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
Family Firm, Inc. | 11 | 11 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Doyle Wealth Management | 8 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2022 | 11 |
Harfst & Associates, Inc. | 11 | 11 | 0.30% | 0.47% | 0.59% | Q1 2021 | Q3 2023 | 11 |
CHURCHILL MANAGEMENT Corp | 6 | 5 | 0.05% | 0.19% | 0.32% | Q1 2018 | Q2 2023 | 11 |
THOMAS WHITE INTERNATIONAL LTD | 11 | 11 | 0.00% | 0.00% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Good Life Advisors, LLC | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 11 | 11 | 0.06% | 0.11% | 0.16% | Q4 2014 | Q2 2017 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.28% | 0.35% | 0.45% | Q1 2020 | Q3 2022 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.03% | 0.14% | Q4 2016 | Q1 2023 | 11 |
SYMPHONY ASSET MANAGEMENT LLC | 11 | 11 | 0.11% | 0.17% | 0.28% | Q4 2015 | Q2 2018 | 11 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.10% | 0.24% | 0.50% | Q1 2021 | Q3 2023 | 11 |
TRAN CAPITAL MANAGEMENT, L.P. | 11 | 11 | 0.17% | 3.73% | 5.36% | Q2 2017 | Q4 2019 | 11 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.05% | 0.39% | 1.14% | Q1 2020 | Q3 2023 | 10 |
ST GERMAIN D J CO INC | 7 | 3 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q4 2023 | 10 |
HIGHLAND CAPITAL MANAGEMENT LP | 6 | 4 | 0.04% | 0.26% | 0.54% | Q4 2016 | Q2 2019 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.03% | 0.09% | 0.17% | Q4 2020 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.21% | 0.35% | 0.48% | Q2 2021 | Q3 2023 | 10 |
HealthCor Management, L.P. | 4 | 1 | 1.16% | 2.48% | 5.10% | Q4 2017 | Q3 2022 | 10 |
UNITED FIRE GROUP INC | 10 | 10 | 0.25% | 0.34% | 0.41% | Q2 2018 | Q3 2020 | 10 |
Main Street Research LLC | 8 | 2 | 0.04% | 3.61% | 7.43% | Q1 2018 | Q3 2023 | 10 |
AIA Group Ltd | 9 | 1 | 0.02% | 0.08% | 0.16% | Q1 2021 | Q3 2023 | 10 |
MGO ONE SEVEN LLC | 7 | 1 | 0.02% | 0.06% | 0.19% | Q4 2017 | Q3 2023 | 10 |
CULLINAN ASSOCIATES INC | 10 | 10 | 0.03% | 0.04% | 0.08% | Q1 2015 | Q2 2017 | 10 |
YCG, LLC | 10 | 10 | 0.10% | 2.20% | 2.70% | Q4 2014 | Q1 2017 | 10 |
AGF INVESTMENTS INC. | 8 | 2 | 0.01% | 0.05% | 0.21% | Q4 2014 | Q4 2021 | 10 |
DELTA LLOYD NV | 10 | 10 | 0.11% | 0.39% | 0.52% | Q4 2014 | Q1 2017 | 10 |
Rathbones Group PLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 10 |
Summit Trail Advisors, LLC | 6 | 2 | 0.02% | 0.07% | 0.25% | Q4 2017 | Q3 2023 | 10 |
Roystone Capital Management LP | 5 | 1 | 1.08% | 3.20% | 7.33% | Q4 2014 | Q1 2018 | 10 |
RITHOLTZ WEALTH MANAGEMENT | 10 | 10 | 0.02% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 10 |
BANK OF HAWAII | 5 | 5 | 0.01% | 0.06% | 0.11% | Q4 2014 | Q1 2023 | 10 |
Arlington Partners LLC | 8 | 2 | 0.00% | 0.08% | 0.16% | Q1 2020 | Q2 2023 | 10 |
TPG Group Holdings (SBS) Advisors, Inc. | 10 | 10 | 1.54% | 3.46% | 4.66% | Q2 2019 | Q3 2021 | 10 |
NORTHERN CAPITAL MANAGEMENT LLC | 10 | 10 | 0.26% | 0.36% | 0.43% | Q3 2016 | Q4 2018 | 10 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 6 | 1 | 0.16% | 0.49% | 0.92% | Q4 2019 | Q3 2023 | 10 |
Border to Coast Pensions Partnership Ltd | 10 | 10 | 0.56% | 0.67% | 0.79% | Q2 2021 | Q3 2023 | 10 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 4 | 1 | 0.03% | 0.33% | 0.85% | Q4 2014 | Q3 2021 | 10 |
HBK INVESTMENTS L P | 5 | 1 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q2 2023 | 10 |
MARTIN CURRIE LTD | 8 | 2 | 0.00% | 0.40% | 0.78% | Q4 2014 | Q4 2018 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.04% | 0.14% | 0.25% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
ACIMA PRIVATE WEALTH, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 10 |
NORTHEAST INVESTMENT MANAGEMENT | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.31% | 0.42% | 0.63% | Q3 2021 | Q4 2023 | 10 |
Tavio Capital LLC | 10 | 10 | 12.01% | 17.68% | 22.46% | Q1 2017 | Q2 2019 | 10 |
Apollon Wealth Management, LLC | 8 | 1 | 0.01% | 0.07% | 0.16% | Q2 2020 | Q3 2023 | 10 |
INTACT INVESTMENT MANAGEMENT INC. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 10 |
OAKBROOK INVESTMENTS LLC | 8 | 1 | 0.02% | 0.13% | 0.16% | Q4 2014 | Q3 2018 | 10 |
Humankind Investments LLC | 10 | 10 | 0.11% | 0.17% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Accretive Wealth Partners, LLC | 10 | 10 | 0.13% | 0.18% | 0.22% | Q4 2020 | Q1 2023 | 10 |
Samalin Investment Counsel, LLC | 8 | 1 | 0.09% | 0.20% | 0.27% | Q4 2019 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.02% | 0.34% | 0.79% | Q4 2015 | Q1 2018 | 10 |
Human Investing LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2021 | 10 |
BT Wealth Management LLC | 10 | 10 | 0.12% | 0.31% | 0.40% | Q4 2018 | Q1 2021 | 10 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.09% | 0.24% | Q4 2016 | Q3 2023 | 10 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
AEGON ASSET MANAGEMENT UK PLC | 5 | 1 | 0.02% | 0.16% | 0.35% | Q3 2015 | Q2 2023 | 10 |
Palouse Capital Management, Inc. | 6 | 4 | 0.56% | 1.03% | 1.87% | Q3 2016 | Q4 2020 | 10 |
Trek Financial, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q2 2023 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
NEXPOINT ASSET MANAGEMENT, L.P. | 10 | 10 | 0.05% | 0.19% | 0.48% | Q3 2019 | Q4 2021 | 10 |
DREMAN VALUE MANAGEMENT, L L C | 9 | 1 | 0.00% | 0.44% | 0.76% | Q3 2015 | Q1 2018 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.05% | 0.09% | Q1 2021 | Q2 2023 | 10 |
SIMON QUICK ADVISORS, LLC | 5 | 5 | 0.00% | 0.02% | 0.12% | Q2 2019 | Q1 2022 | 10 |
NEW YORK LIFE TRUST CO | 10 | 10 | 0.34% | 0.58% | 0.69% | Q4 2014 | Q1 2017 | 10 |
Summit Place Financial Advisors, LLC | 10 | 10 | 0.15% | 0.18% | 0.22% | Q2 2021 | Q3 2023 | 10 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.02% | 0.47% | 1.05% | Q2 2015 | Q3 2023 | 10 |
AXS Investments LLC | 8 | 2 | 0.09% | 0.22% | 0.39% | Q1 2021 | Q3 2023 | 10 |
GSB Wealth Management, LLC | 8 | 2 | 0.10% | 0.14% | 0.17% | Q1 2021 | Q3 2023 | 10 |
State of Wyoming | 7 | 3 | 0.06% | 0.16% | 0.25% | Q1 2021 | Q3 2023 | 10 |
Gerber Kawasaki Wealth & Investment Management | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Canal Capital Management, LLC | 10 | 10 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.10% | 0.13% | 0.21% | Q2 2021 | Q3 2023 | 10 |
CLOUGH CAPITAL PARTNERS L P | 4 | 2 | 0.22% | 0.63% | 1.67% | Q4 2014 | Q3 2023 | 10 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.11% | Q1 2015 | Q4 2019 | 10 |
HWG Holdings LP | 6 | 3 | 0.18% | 2.37% | 14.98% | Q3 2018 | Q4 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
JANUS HENDERSON INVESTORS US LLC | 10 | 10 | 0.11% | 0.24% | 0.35% | Q4 2014 | Q1 2017 | 10 |
DSC Advisors, L.P. | 8 | 2 | 0.08% | 2.84% | 3.84% | Q4 2014 | Q2 2022 | 10 |
Verity Asset Management, Inc. | 5 | 5 | 0.17% | 0.29% | 0.40% | Q1 2021 | Q3 2023 | 10 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 10 | 10 | 0.22% | 0.47% | 0.60% | Q2 2017 | Q3 2019 | 10 |
Channing Capital Management, LLC | 10 | 10 | 0.08% | 0.28% | 0.41% | Q1 2019 | Q2 2021 | 10 |
Everhart Financial Group, Inc. | 8 | 1 | 0.17% | 0.27% | 0.39% | Q1 2021 | Q3 2023 | 9 |
BlackRock Group LTD | 9 | 9 | 0.16% | 0.24% | 0.28% | Q4 2014 | Q4 2016 | 9 |
BLACKROCK ADVISORS LLC | 9 | 9 | 0.05% | 0.47% | 0.69% | Q4 2014 | Q4 2016 | 9 |
BlackRock Japan Co. Ltd | 9 | 9 | 0.16% | 0.19% | 0.22% | Q4 2014 | Q4 2016 | 9 |
WEXFORD CAPITAL LP | 5 | 1 | 0.08% | 0.51% | 1.48% | Q2 2016 | Q3 2022 | 9 |
FormulaFolio Investments, LLC | 6 | 3 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q2 2021 | 9 |
Verde Servicos Internacionais S.A. | 9 | 9 | 0.28% | 0.35% | 0.47% | Q3 2016 | Q3 2018 | 9 |
CHILDRESS CAPITAL ADVISORS, LLC | 7 | 1 | 0.03% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 9 |
Kore Private Wealth LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 9 |
Timber Creek Capital Management LLC | 9 | 9 | 1.16% | 1.73% | 2.52% | Q3 2021 | Q3 2023 | 9 |
WADDELL & ASSOCIATES, LLC | 5 | 4 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 9 |
Decatur Capital Management, Inc. | 9 | 9 | 1.53% | 2.07% | 3.60% | Q4 2014 | Q4 2016 | 9 |
Kemnay Advisory Services Inc. | 8 | 1 | 0.09% | 0.39% | 0.58% | Q2 2017 | Q2 2021 | 9 |
Camarda Financial Advisors, LLC | 9 | 9 | 0.03% | 0.05% | 0.08% | Q2 2017 | Q2 2019 | 9 |
Spark Investment Management LLC | 6 | 3 | 0.11% | 0.35% | 0.66% | Q4 2014 | Q3 2018 | 9 |
HRT FINANCIAL LP | 2 | 1 | 0.03% | 0.18% | 0.64% | Q2 2015 | Q3 2023 | 9 |
Endurance Wealth Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Motley Fool Asset Management LLC | 9 | 9 | 1.52% | 2.44% | 3.20% | Q4 2014 | Q4 2016 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
NorthRock Partners, LLC | 9 | 9 | 0.02% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.08% | 0.13% | 0.16% | Q3 2021 | Q3 2023 | 9 |
WEALTHSOURCE PARTNERS, LLC | 4 | 1 | 0.02% | 0.05% | 0.13% | Q1 2016 | Q3 2022 | 9 |
Salomon & Ludwin, LLC | 8 | 1 | 0.00% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 9 |
Marotta Asset Management | 5 | 1 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q4 2023 | 9 |
BlackRock Investment Management, LLC | 9 | 9 | 0.08% | 0.24% | 0.28% | Q4 2014 | Q4 2016 | 9 |
Private Portfolio Partners LLC | 9 | 9 | 0.10% | 0.13% | 0.20% | Q1 2019 | Q1 2021 | 9 |
Ledyard National Bank | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
Spotlight Asset Group, Inc. | 4 | 2 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 9 |
First National Bank of Hutchinson | 9 | 9 | 0.11% | 0.45% | 0.75% | Q3 2021 | Q3 2023 | 9 |
BlackRock Fund Advisors | 9 | 9 | 0.10% | 0.11% | 0.13% | Q4 2014 | Q4 2016 | 9 |
FRONTIER INVESTMENT MGMT CO | 9 | 9 | 0.19% | 0.44% | 0.71% | Q4 2014 | Q4 2016 | 9 |
MCDONALD CAPITAL INVESTORS INC/CA | 9 | 9 | 4.50% | 5.30% | 6.34% | Q3 2021 | Q3 2023 | 9 |
Zebra Capital Management LLC | 9 | 9 | 0.13% | 0.49% | 0.66% | Q4 2015 | Q4 2017 | 9 |
CFO4Life Group, LLC | 6 | 3 | 0.10% | 0.14% | 0.16% | Q2 2020 | Q3 2023 | 9 |
Trilogy Capital Inc. | 5 | 4 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 9 |
Crewe Advisors LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 9 |
Avestar Capital, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 9 |
Roundview Capital LLC | 9 | 9 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q3 2023 | 9 |
HighVista Strategies LLC | 6 | 1 | 0.15% | 0.36% | 0.80% | Q2 2017 | Q3 2023 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.11% | 0.26% | 0.53% | Q1 2018 | Q3 2023 | 9 |
PointState Capital LP | 4 | 1 | 0.10% | 0.68% | 2.34% | Q4 2018 | Q3 2021 | 9 |
Virtus ETF Advisers LLC | 5 | 2 | 0.00% | 0.21% | 0.47% | Q2 2019 | Q2 2023 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.01% | 0.05% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.22% | 0.24% | 0.26% | Q4 2019 | Q4 2021 | 9 |
WMS Partners, LLC | 7 | 2 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 9 |
SeaBridge Investment Advisors LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2020 | 9 |
DRW Securities, LLC | 3 | 1 | 0.01% | 0.04% | 0.11% | Q3 2016 | Q3 2023 | 9 |
Concert Wealth Management Inc. | 6 | 3 | 0.05% | 0.08% | 0.14% | Q4 2014 | Q1 2017 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
HIGH POINT BANK & TRUST CO | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2016 | 9 |
AMICA MUTUAL INSURANCE CO | 9 | 9 | 0.12% | 0.22% | 0.27% | Q4 2014 | Q4 2016 | 9 |
BlackRock Institutional Trust Company, N.A. | 9 | 9 | 0.14% | 0.17% | 0.19% | Q4 2014 | Q4 2016 | 9 |
AMICA PENSION FUND BOARD OF TRUSTEES | 9 | 9 | 0.12% | 0.20% | 0.25% | Q4 2014 | Q4 2016 | 9 |
McKinley Carter Wealth Services, Inc. | 6 | 1 | 0.02% | 0.42% | 0.69% | Q1 2018 | Q4 2022 | 9 |
EP Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 9 |
FIRST MERCANTILE TRUST CO | 9 | 9 | 0.01% | 0.03% | 0.03% | Q3 2019 | Q3 2021 | 9 |
COOKSON PEIRCE & CO INC | 5 | 4 | 0.60% | 1.31% | 2.00% | Q4 2014 | Q1 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.08% | 0.13% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.00% | 0.06% | 0.10% | Q1 2016 | Q1 2022 | 9 |
NWAM LLC | 7 | 1 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 9 |
CLINTON GROUP INC | 5 | 1 | 0.05% | 0.34% | 0.76% | Q4 2014 | Q1 2018 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
PEDDOCK CAPITAL ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 9 |
Distillate Capital Partners LLC | 5 | 2 | 1.16% | 1.73% | 3.31% | Q4 2020 | Q3 2023 | 9 |
DUALITY ADVISERS, LP | 3 | 1 | 0.09% | 0.47% | 1.22% | Q1 2019 | Q3 2023 | 9 |
Amica Retiree Medical Trust | 9 | 9 | 0.12% | 0.20% | 0.25% | Q4 2014 | Q4 2016 | 9 |
VESTOR CAPITAL, LLC | 9 | 9 | 0.05% | 0.67% | 1.52% | Q3 2021 | Q3 2023 | 9 |
Integrated Advisors Network LLC | 9 | 9 | 0.02% | 0.11% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Personal Capital Advisors Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 1.47% | 1.81% | 2.15% | Q4 2020 | Q4 2022 | 9 |
FORA Capital, LLC | 5 | 1 | 0.03% | 0.38% | 0.86% | Q2 2020 | Q3 2023 | 9 |
AMERICAN NATIONAL BANK | 7 | 2 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 9 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 9 |
FIR TREE CAPITAL MANAGEMENT LP | 9 | 9 | 0.77% | 1.57% | 3.13% | Q3 2019 | Q3 2021 | 9 |
COMERICA SECURITIES INC | 9 | 9 | 0.08% | 0.10% | 0.12% | Q4 2016 | Q4 2018 | 9 |
Boston Common Asset Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Octavia Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
BBVA USA Bancshares, Inc. | 6 | 3 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q1 2021 | 9 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.07% | 2.18% | 5.03% | Q4 2016 | Q3 2023 | 9 |
CSS LLC/IL | 5 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.03% | 0.15% | 0.30% | Q3 2021 | Q3 2023 | 9 |
McElhenny Sheffield Capital Management, LLC | 9 | 9 | 0.10% | 0.12% | 0.19% | Q3 2021 | Q3 2023 | 9 |
MSI Financial Services Inc | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2016 | 9 |
First National Bank of Mount Dora, Trust Investment Services | 9 | 9 | 0.17% | 0.59% | 0.73% | Q4 2014 | Q4 2016 | 9 |
JB Capital LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
TD Capital Management LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
DT Investment Partners, LLC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 2 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 9 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2021 | 9 |
PAYDEN & RYGEL | 9 | 9 | 0.04% | 1.06% | 1.86% | Q1 2021 | Q1 2023 | 9 |
10-15 ASSOCIATES, INC. | 9 | 9 | 2.22% | 2.55% | 2.75% | Q3 2018 | Q3 2020 | 9 |
Essex Savings Bank | 6 | 3 | 0.03% | 0.08% | 0.12% | Q4 2018 | Q1 2023 | 9 |
Accel Wealth Management | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Koss-Olinger Consulting, LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Zweig-DiMenna Associates LLC | 4 | 1 | 0.02% | 0.28% | 1.34% | Q4 2014 | Q3 2019 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.35% | 0.68% | 0.90% | Q3 2021 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 7 | 1 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 9 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
SEGALL BRYANT & HAMILL, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 8 |
ALBION FINANCIAL GROUP /UT | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MARSICO CAPITAL MANAGEMENT LLC | 8 | 8 | 1.41% | 1.68% | 2.25% | Q1 2017 | Q4 2018 | 8 |
BOSTON ADVISORS LLC | 6 | 2 | 0.01% | 0.52% | 1.12% | Q4 2014 | Q2 2019 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GAMBLE JONES INVESTMENT COUNSEL | 6 | 2 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q2 2018 | 8 |
KANALY TRUST CO | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q4 2016 | 8 |
ZACKS INVESTMENT MANAGEMENT | 4 | 1 | 0.00% | 0.03% | 0.11% | Q3 2015 | Q3 2023 | 8 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.04% | 0.16% | 0.42% | Q2 2015 | Q1 2020 | 8 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 2 | 0.01% | 0.52% | 1.12% | Q4 2014 | Q1 2019 | 8 |
TRUST CO OF VIRGINIA /VA | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 8 |
HAYS ADVISORY LLC | 8 | 8 | 0.05% | 0.12% | 0.21% | Q4 2016 | Q3 2018 | 8 |
Watershed Asset Management, L.L.C. | 8 | 8 | 0.25% | 0.31% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Aurora Investment Counsel | 8 | 8 | 0.75% | 1.09% | 1.30% | Q3 2020 | Q2 2022 | 8 |
Mondrian Investment Partners LTD | 6 | 2 | 0.00% | 0.11% | 0.16% | Q4 2014 | Q2 2018 | 8 |
Southpoint Capital Advisors LP | 5 | 3 | 1.95% | 3.85% | 4.98% | Q1 2017 | Q1 2021 | 8 |
MENORA MIVTACHIM HOLDINGS LTD. | 8 | 8 | 1.00% | 1.24% | 1.52% | Q2 2017 | Q1 2019 | 8 |
BBR PARTNERS, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q2 2023 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.72% | 0.89% | 1.34% | Q2 2019 | Q1 2021 | 8 |
Valmark Advisers, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.03% | 0.08% | 0.14% | Q4 2018 | Q1 2023 | 8 |
KINGS POINT CAPITAL MANAGEMENT | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2022 | 8 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.06% | 0.33% | 1.29% | Q1 2017 | Q4 2022 | 8 |
Capital World Investors | 5 | 3 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2022 | 8 |
Apriem Advisors | 7 | 1 | 0.01% | 0.05% | 0.07% | Q3 2015 | Q2 2018 | 8 |
MERIDIAN INVESTMENT COUNSEL INC. | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
IMA Wealth, Inc. | 3 | 1 | 0.00% | 0.25% | 0.70% | Q2 2018 | Q3 2023 | 8 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.14% | 0.97% | 1.48% | Q4 2014 | Q3 2017 | 8 |
Clear Harbor Asset Management, LLC | 5 | 1 | 0.02% | 0.12% | 0.48% | Q4 2014 | Q3 2020 | 8 |
FIC CAPITAL INC | 8 | 8 | 0.56% | 1.06% | 1.46% | Q4 2015 | Q3 2017 | 8 |
Shinko Asset Management Co., Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Mizuho Asset Management Co.,Ltd. | 8 | 8 | 0.05% | 0.08% | 0.09% | Q4 2014 | Q3 2016 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.16% | 0.18% | 0.21% | Q4 2014 | Q3 2016 | 8 |
BSW Wealth Partners | 8 | 8 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Smart Portfolios, LLC | 8 | 8 | 0.10% | 0.16% | 0.20% | Q1 2018 | Q4 2019 | 8 |
Gerstein Fisher | 8 | 8 | 0.17% | 0.41% | 0.58% | Q4 2014 | Q3 2016 | 8 |
Westside Investment Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2018 | 8 |
NewSquare Capital LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q2 2022 | 8 |
Horizon Investments, LLC | 6 | 1 | 0.02% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.10% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.05% | 0.09% | 0.12% | Q4 2017 | Q3 2019 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.23% | 0.28% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.26% | 0.31% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Van Hulzen Asset Management, LLC | 5 | 3 | 0.02% | 0.28% | 0.60% | Q2 2020 | Q3 2023 | 8 |
LBA Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2017 | 8 |
Abacus Planning Group, Inc. | 8 | 8 | 0.06% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
FCF Advisors LLC | 4 | 1 | 0.53% | 0.81% | 1.11% | Q4 2014 | Q3 2023 | 8 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q3 2018 | 8 |
Merit Financial Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.02% | 0.33% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Sendero Wealth Management, LLC | 8 | 8 | 0.09% | 0.17% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Orgel Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 8 | 8 | 0.12% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
American Financial Network Advisory Services LLC | 8 | 8 | 0.01% | 0.25% | 0.40% | Q3 2017 | Q2 2019 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.09% | 0.11% | 0.15% | Q1 2017 | Q4 2018 | 8 |
Stratos Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.12% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 6 | 1 | 0.04% | 0.47% | 0.68% | Q2 2018 | Q1 2023 | 8 |
Legacy Advisors, LLC | 7 | 1 | 0.06% | 0.11% | 0.39% | Q3 2018 | Q3 2023 | 8 |
Neo Ivy Capital Management | 3 | 1 | 0.01% | 0.32% | 1.50% | Q1 2019 | Q2 2023 | 8 |
Monument Capital Management | 6 | 2 | 0.08% | 0.38% | 1.18% | Q4 2018 | Q3 2023 | 8 |
CNB Bank | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Peachtree Investment Partners, LLC | 8 | 8 | 0.12% | 0.62% | 1.22% | Q4 2021 | Q3 2023 | 8 |
Old Port Advisors | 8 | 8 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q1 2023 | 8 |
Heritage Financial Services, LLC | 8 | 8 | 0.04% | 0.09% | 0.17% | Q4 2021 | Q3 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 2 | 0.03% | 0.33% | 0.48% | Q3 2020 | Q3 2023 | 8 |
Shulman DeMeo Asset Management LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Outlook Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.19% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Lehman & Derafelo Financial Resources LLC | 8 | 8 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q4 2022 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2021 | 8 |
OneAscent Financial Services LLC | 6 | 1 | 0.10% | 0.29% | 0.71% | Q1 2021 | Q3 2023 | 8 |
Williams Jones Wealth Management, LLC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Graypoint LLC | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
TSFG, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Laidlaw Wealth Management LLC | 8 | 8 | 0.04% | 0.07% | 0.15% | Q4 2021 | Q3 2023 | 8 |
CLIENT 1ST ADVISORY GROUP, LLC | 8 | 8 | 0.11% | 0.19% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Rosenberg Matthew Hamilton | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.03% | 0.16% | 0.30% | Q4 2020 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Berger Financial Group, Inc | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Jump Financial, LLC | 5 | 1 | 0.02% | 0.13% | 0.32% | Q3 2020 | Q3 2023 | 8 |
Sage Mountain Advisors LLC | 5 | 3 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 8 |
PATRON PARTNERS, LLC | 8 | 8 | 0.15% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Allegheny Financial Group LTD | 8 | 8 | 0.10% | 0.11% | 0.15% | Q1 2021 | Q4 2022 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 8 |
OneAscent Wealth Management LLC | 6 | 1 | 0.12% | 0.37% | 1.26% | Q1 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.16% | 0.21% | 0.28% | Q4 2021 | Q3 2023 | 8 |
DARK FOREST CAPITAL MANAGEMENT LP | 5 | 3 | 0.00% | 0.04% | 0.13% | Q3 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.03% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.20% | 0.23% | 0.29% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.21% | 0.26% | 0.32% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Lifeworks Advisors, LLC | 8 | 8 | 0.16% | 0.34% | 0.69% | Q4 2021 | Q3 2023 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 1.18% | 1.49% | 1.77% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.06% | 0.12% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.07% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.40% | 0.46% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.44% | 0.51% | 0.59% | Q4 2021 | Q3 2023 | 8 |
CHANNING GLOBAL ADVISORS, LLC | 8 | 8 | 1.91% | 2.58% | 3.08% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
TPG GP A, LLC | 8 | 8 | 3.14% | 4.26% | 5.19% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Kolinsky Wealth Management, LLC | 8 | 8 | 0.28% | 0.37% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.20% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.26% | 0.31% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 1.80% | 2.01% | 2.23% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.05% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Insight Inv LLC | 8 | 8 | 1.22% | 1.33% | 1.44% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.10% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Kellett Wealth Advisors, LLC | 8 | 8 | 0.22% | 0.29% | 0.41% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Benchmark Investment Advisors LLC | 8 | 8 | 1.72% | 2.02% | 2.41% | Q4 2021 | Q3 2023 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 0.20% | 0.93% | 1.18% | Q4 2021 | Q3 2023 | 8 |
HFG Advisors, Inc. | 8 | 8 | 0.42% | 0.57% | 0.76% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.46% | 0.61% | 0.87% | Q4 2021 | Q3 2023 | 8 |
LGT Fund Management Co Ltd. | 8 | 8 | 0.19% | 1.41% | 2.32% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 1.12% | 1.32% | 1.50% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.09% | 0.12% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Virtus Investment Advisers, Inc. | 6 | 2 | 0.01% | 0.12% | 0.17% | Q3 2016 | Q4 2022 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Hofer & Associates. Inc | 8 | 8 | 0.89% | 1.77% | 2.00% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
DEERE & CO | 8 | 8 | 0.19% | 0.22% | 0.25% | Q4 2014 | Q3 2016 | 8 |
Ally Financial Inc. | 6 | 2 | 0.10% | 0.19% | 0.45% | Q1 2020 | Q3 2023 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.22% | 0.27% | 0.36% | Q4 2019 | Q3 2023 | 8 |
ARROW FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 8 |
First Bancorp, Inc /ME/ | 8 | 8 | 0.22% | 0.24% | 0.27% | Q4 2021 | Q3 2023 | 8 |
GAMCO INVESTORS, INC. ET AL | 5 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2020 | 8 |
MONETTA FINANCIAL SERVICES INC | 6 | 2 | 0.33% | 1.11% | 2.05% | Q4 2014 | Q4 2018 | 8 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.05% | 0.14% | Q3 2017 | Q1 2022 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.03% | 0.11% | 0.15% | Q4 2014 | Q3 2016 | 8 |
BLUESTEIN R H & CO LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
I.G. INVESTMENT MANAGEMENT, LTD. | 7 | 1 | 0.00% | 0.15% | 0.48% | Q4 2014 | Q3 2017 | 8 |
ARDSLEY ADVISORY PARTNERS LP | 6 | 6 | 2.58% | 3.65% | 6.28% | Q1 2018 | Q2 2019 | 8 |
Onex Canada Asset Management Inc. | 5 | 3 | 0.18% | 0.42% | 0.83% | Q3 2019 | Q3 2023 | 8 |
ALERUS FINANCIAL NA | 6 | 2 | 0.03% | 0.43% | 1.33% | Q4 2019 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.03% | 0.18% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.01% | 0.08% | 0.36% | Q4 2018 | Q3 2021 | 8 |
Dai-ichi Life Holdings, Inc. | 8 | 8 | 0.05% | 0.15% | 0.20% | Q4 2014 | Q3 2016 | 8 |
Continuum Advisory, LLC | 7 | 7 | 0.07% | 0.11% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Tuttle Capital Management, LLC | 5 | 1 | 0.20% | 0.87% | 1.39% | Q2 2017 | Q3 2020 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q2 2020 | 7 |
Investors Capital Advisory Services | 7 | 7 | 0.06% | 0.09% | 0.10% | Q4 2014 | Q2 2016 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Procyon Advisors, LLC | 4 | 3 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 7 |
Horizon Investment Services, LLC | 3 | 1 | 0.11% | 1.08% | 1.36% | Q4 2014 | Q3 2023 | 7 |
Orbis Investment Management (U.S.), L.P. | 7 | 7 | 0.13% | 4.73% | 7.81% | Q1 2016 | Q3 2017 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 7 |
STEADFAST CAPITAL MANAGEMENT LP | 5 | 2 | 1.66% | 3.57% | 6.20% | Q3 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
CRAMER ROSENTHAL MCGLYNN LLC | 7 | 7 | 0.13% | 0.60% | 1.27% | Q1 2018 | Q3 2019 | 7 |
Winfield Associates, Inc. | 7 | 7 | 0.17% | 0.23% | 0.28% | Q1 2015 | Q3 2016 | 7 |
Ascent Group, LLC | 7 | 7 | 0.03% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Nuveen Fund Advisors, LLC | 7 | 7 | 0.06% | 0.11% | 0.16% | Q2 2016 | Q4 2017 | 7 |
Compton Wealth Advisory Group, LLC | 7 | 7 | 0.14% | 0.22% | 0.34% | Q1 2022 | Q3 2023 | 7 |
One Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.18% | 0.22% | Q4 2017 | Q4 2022 | 7 |
Hitchwood Capital Management LP | 5 | 1 | 0.90% | 2.86% | 6.23% | Q1 2020 | Q4 2022 | 7 |
Arete Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Cadence Bank | 7 | 7 | 0.45% | 0.50% | 0.58% | Q2 2020 | Q4 2021 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.10% | 0.15% | 0.19% | Q1 2022 | Q3 2023 | 7 |
RiverPark Advisors, LLC | 7 | 7 | 0.08% | 0.24% | 0.67% | Q4 2016 | Q2 2018 | 7 |
MEITAV INVESTMENT HOUSE LTD | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 7 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 7 | 7 | 0.07% | 0.09% | 0.11% | Q2 2021 | Q4 2022 | 7 |
Hilltop Holdings Inc. | 5 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.04% | 0.08% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q2 2018 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 4 | 3 | 0.02% | 0.70% | 1.86% | Q4 2016 | Q3 2020 | 7 |
BANCED CORP | 6 | 1 | 0.30% | 0.65% | 0.81% | Q1 2015 | Q4 2018 | 7 |
Herold Advisors, Inc. | 7 | 7 | 0.10% | 0.23% | 0.31% | Q1 2022 | Q3 2023 | 7 |
SECTORAL ASSET MANAGEMENT INC | 4 | 3 | 0.10% | 0.32% | 0.60% | Q3 2018 | Q3 2022 | 7 |
Hudson Capital Management LLC | 7 | 7 | 0.12% | 0.42% | 1.41% | Q4 2017 | Q2 2019 | 7 |
CHICAGO TRUST Co NA | 6 | 1 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Global Financial Private Capital, Inc | 3 | 1 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q3 2019 | 7 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 7 | 7 | 0.43% | 0.90% | 1.10% | Q1 2022 | Q3 2023 | 7 |
BEACONLIGHT CAPITAL, LLC | 4 | 1 | 0.82% | 2.79% | 4.86% | Q1 2017 | Q1 2020 | 7 |
Hamilton Capital, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Newport Wealth Strategies, Inc. | 7 | 7 | 0.22% | 0.24% | 0.27% | Q1 2020 | Q3 2021 | 7 |
E&G Advisors, LP | 6 | 1 | 0.08% | 0.09% | 0.11% | Q4 2017 | Q3 2023 | 7 |
CARRET ASSET MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.04% | 0.04% | 0.06% | Q4 2016 | Q2 2018 | 7 |
Hutchin Hill Capital, LP | 6 | 1 | 0.04% | 0.20% | 0.32% | Q2 2015 | Q3 2017 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.09% | 0.23% | 0.40% | Q4 2021 | Q3 2023 | 7 |
CreativeOne Wealth, LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
NorthCrest Asset Manangement, LLC | 7 | 7 | 0.66% | 0.83% | 1.05% | Q1 2022 | Q3 2023 | 7 |
Moisand Fitzgerald Tamayo, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Verdence Capital Advisors LLC | 7 | 7 | 0.39% | 0.61% | 0.74% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Kathmere Capital Management, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q4 2022 | 7 |
BANQUE PICTET & CIE SA | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 7 |
Prana Capital Management, LP | 5 | 2 | 1.42% | 2.30% | 3.72% | Q4 2021 | Q3 2023 | 7 |
FDO Partners, LLC | 6 | 1 | 0.11% | 0.52% | 1.25% | Q4 2015 | Q3 2017 | 7 |
Bluefin Trading, LLC | 2 | 1 | 0.00% | 0.04% | 0.12% | Q4 2014 | Q2 2017 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
FIRST NIAGARA BANK | 7 | 7 | 0.09% | 0.15% | 0.20% | Q4 2014 | Q2 2016 | 7 |
Sompo Asset Management Co., Ltd. | 7 | 7 | 0.05% | 0.07% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2021 | 7 |
M Holdings Securities, Inc. | 6 | 1 | 0.08% | 0.16% | 0.21% | Q1 2021 | Q2 2023 | 7 |
Rock Springs Capital Management LP | 4 | 3 | 0.20% | 0.71% | 1.41% | Q2 2015 | Q3 2019 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Baader Bank Aktiengesellschaft | 7 | 7 | 0.03% | 0.29% | 0.93% | Q4 2021 | Q2 2023 | 7 |
Norway Savings Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q2 2023 | 7 |
Price Wealth, LLC | 6 | 1 | 0.00% | 0.06% | 0.12% | Q2 2018 | Q2 2020 | 7 |
FIRSTMERIT BANK N A TRUSTEE | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q2 2016 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Mandatum Life Insurance Co Ltd | 7 | 7 | 0.04% | 0.05% | 0.08% | Q4 2015 | Q2 2017 | 7 |
Bison Wealth, LLC | 7 | 7 | 0.13% | 0.60% | 1.16% | Q1 2022 | Q3 2023 | 7 |
Trust Investment Advisors | 7 | 7 | 0.16% | 0.21% | 0.30% | Q4 2021 | Q2 2023 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.22% | 0.28% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Windsor Capital Management, LLC | 6 | 1 | 0.07% | 0.08% | 0.08% | Q3 2015 | Q1 2022 | 7 |
Axiom Financial Strategies, LLC | 7 | 7 | 0.12% | 0.17% | 0.23% | Q1 2021 | Q3 2022 | 7 |
Maven Securities LTD | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q2 2023 | 7 |
Riverview Trust Co | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Emerald Advisors, LLC | 7 | 7 | 0.11% | 0.13% | 0.15% | Q1 2020 | Q3 2021 | 7 |
Wealth Advisory Solutions, LLC | 5 | 2 | 0.11% | 0.15% | 0.21% | Q2 2021 | Q1 2023 | 7 |
Echo Street Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Petrus Trust Company, LTA | 4 | 1 | 0.04% | 0.06% | 0.12% | Q3 2016 | Q3 2023 | 7 |
SENZAR ASSET MANAGEMENT, LLC | 7 | 7 | 4.12% | 6.40% | 8.22% | Q1 2016 | Q3 2017 | 7 |
CCG WEALTH MANAGEMENT, LLC | 7 | 7 | 0.12% | 0.14% | 0.16% | Q2 2021 | Q4 2022 | 7 |
IVORY INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.16% | 1.71% | 2.74% | Q4 2015 | Q1 2018 | 7 |
SAGE RHINO CAPITAL LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2023 | 7 |
GraniteShares Advisors LLC | 7 | 7 | 0.23% | 0.29% | 0.33% | Q4 2021 | Q2 2023 | 7 |
Strategic Wealth Investment Group, LLC | 4 | 1 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 7 |
MARCO INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q4 2014 | Q2 2016 | 7 |
Blue Pool Management Ltd. | 7 | 7 | 0.66% | 1.58% | 3.19% | Q2 2019 | Q4 2020 | 7 |
MIDAS MANAGEMENT CORP | 7 | 7 | 1.12% | 1.34% | 1.54% | Q4 2014 | Q2 2016 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q2 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.59% | 0.85% | 1.04% | Q1 2022 | Q3 2023 | 7 |
Uncommon Cents Investing LLC | 7 | 7 | 0.09% | 0.50% | 0.69% | Q1 2022 | Q3 2023 | 7 |
Greenfield Savings Bank | 7 | 7 | 1.40% | 1.55% | 1.68% | Q2 2022 | Q4 2023 | 7 |
Tiger Eye Capital LLC | 6 | 1 | 0.07% | 2.38% | 4.29% | Q4 2017 | Q1 2022 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.78% | 0.89% | 1.05% | Q1 2022 | Q3 2023 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.04% | 0.17% | 0.63% | Q4 2014 | Q2 2016 | 7 |
ASPIRIANT, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Cornerstone Investment Partners, LLC | 7 | 7 | 2.05% | 3.38% | 3.99% | Q1 2022 | Q3 2023 | 7 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 1.57% | 4.94% | Q4 2014 | Q2 2021 | 6 |
EULAV Asset Management | 6 | 6 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q2 2016 | 6 |
Sustainable Insight Capital Management, LLC | 3 | 1 | 0.12% | 0.18% | 0.35% | Q4 2020 | Q1 2023 | 6 |
Jacobus Wealth Management, Inc. | 6 | 6 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q1 2016 | 6 |
Chiron Investment Management, LLC | 2 | 2 | 1.03% | 3.01% | 7.36% | Q4 2021 | Q3 2023 | 6 |
PECAUT & CO. | 6 | 6 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q1 2023 | 6 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 | 6 | 0.01% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Iguana Healthcare Management, LLC | 3 | 3 | 1.12% | 2.66% | 5.51% | Q1 2015 | Q4 2016 | 6 |
Quantamental Technologies LLC | 2 | 1 | 0.03% | 0.21% | 0.38% | Q4 2018 | Q2 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.10% | 0.17% | 0.26% | Q2 2022 | Q3 2023 | 6 |
MIC CAPITAL PARTNERS (PUBLIC) (US) IM, LLC | 6 | 6 | 3.86% | 6.03% | 7.78% | Q1 2020 | Q2 2021 | 6 |
Pearl River Capital, LLC | 4 | 1 | 0.24% | 0.47% | 0.66% | Q1 2019 | Q3 2023 | 6 |
Theleme Partners LLP | 6 | 6 | 2.25% | 3.24% | 3.72% | Q1 2020 | Q2 2021 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q1 2019 | 6 |
Ifrah Financial Services, Inc. | 5 | 1 | 0.22% | 0.31% | 0.38% | Q4 2014 | Q2 2016 | 6 |
Waterfront Wealth Inc. | 6 | 6 | 0.14% | 0.21% | 0.32% | Q1 2022 | Q2 2023 | 6 |
Aureus Asset Management, LLC | 6 | 6 | 2.30% | 2.84% | 3.10% | Q4 2014 | Q1 2016 | 6 |
SCHOLTZ & COMPANY, LLC | 6 | 6 | 2.13% | 2.74% | 3.26% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Management | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q1 2021 | 6 |
PFS INVESTMENTS INC. | 6 | 6 | 0.01% | 0.03% | 0.09% | Q1 2022 | Q2 2023 | 6 |
Euclid Advisors LLC | 6 | 6 | 0.13% | 0.25% | 0.41% | Q1 2015 | Q2 2016 | 6 |
Seminole Management Co., Inc. | 6 | 6 | 0.36% | 3.49% | 7.43% | Q4 2014 | Q1 2016 | 6 |
BAMCO INC /NY/ | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Polianta Ltd | 4 | 1 | 0.32% | 0.48% | 0.73% | Q2 2017 | Q2 2023 | 6 |
Aldebaran Financial Inc. | 6 | 6 | 0.39% | 0.41% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Forum Private Client Group LLC | 6 | 6 | 0.12% | 0.16% | 0.21% | Q1 2022 | Q2 2023 | 6 |
IBERIABANK CORP | 6 | 6 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q2 2020 | 6 |
SII INVESTMENTS INC/WI | 6 | 6 | 0.02% | 0.04% | 0.08% | Q3 2016 | Q4 2017 | 6 |
PDT Partners, LLC | 3 | 1 | 0.03% | 0.14% | 0.43% | Q1 2015 | Q2 2022 | 6 |
Altalis Capital Management LLC | 6 | 6 | 0.92% | 2.94% | 5.28% | Q3 2016 | Q4 2017 | 6 |
TD Securities (USA) LLC | 6 | 6 | 0.07% | 0.16% | 0.24% | Q4 2014 | Q1 2016 | 6 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.28% | 0.32% | 0.38% | Q3 2022 | Q4 2023 | 6 |
RUSSELL FRANK CO/ | 6 | 6 | 0.28% | 0.37% | 0.43% | Q4 2014 | Q1 2016 | 6 |
Taylor Wealth Management Partners | 6 | 6 | 2.73% | 3.35% | 4.68% | Q1 2021 | Q2 2022 | 6 |
LVW Advisors, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q1 2023 | 6 |
Moors & Cabot, Inc. | 5 | 1 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 6 |
PartnerRe Asset Management CORP | 6 | 6 | 0.11% | 0.13% | 0.15% | Q4 2014 | Q1 2016 | 6 |
Solidarity Wealth, LLC | 3 | 3 | 0.23% | 0.34% | 0.60% | Q1 2022 | Q3 2023 | 6 |
Steward Financial Group LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.03% | 0.14% | Q1 2015 | Q1 2018 | 6 |
U S GLOBAL INVESTORS INC | 5 | 1 | 0.00% | 0.11% | 0.19% | Q4 2014 | Q4 2020 | 6 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.14% | 0.57% | 1.66% | Q1 2016 | Q1 2019 | 6 |
SMITH HAYES Advisers, Inc | 6 | 6 | 0.34% | 0.39% | 0.45% | Q4 2014 | Q1 2016 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.33% | 0.44% | 0.54% | Q4 2021 | Q1 2023 | 6 |
DELPHI MANAGEMENT INC /MA/ | 4 | 1 | 0.96% | 1.14% | 1.30% | Q1 2021 | Q2 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
ARGA Investment Management, LP | 6 | 6 | 0.48% | 1.00% | 1.50% | Q4 2015 | Q1 2017 | 6 |
Third Point | 6 | 6 | 0.61% | 1.54% | 2.08% | Q4 2016 | Q1 2018 | 6 |
Schubert & Co | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Power Corp of Canada | 6 | 6 | 0.36% | 0.64% | 0.88% | Q2 2022 | Q3 2023 | 6 |
MILES CAPITAL, INC. | 3 | 3 | 0.29% | 0.47% | 0.64% | Q1 2015 | Q1 2020 | 6 |
HOWARD HUGHES MEDICAL INSTITUTE | 4 | 2 | 0.04% | 0.15% | 0.33% | Q4 2014 | Q2 2016 | 6 |
SAMLYN CAPITAL, LLC | 3 | 1 | 0.31% | 0.90% | 1.58% | Q1 2016 | Q3 2023 | 6 |
Five Oceans Advisors | 6 | 6 | 0.18% | 0.23% | 0.28% | Q2 2022 | Q3 2023 | 6 |
CADENCE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q4 2016 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
STELLIAM INVESTMENT MANAGEMENT, LP | 4 | 2 | 1.23% | 2.42% | 3.48% | Q4 2014 | Q3 2016 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 3 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q4 2021 | 6 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 6 | 6 | 0.40% | 0.59% | 0.98% | Q4 2020 | Q1 2022 | 6 |
RIVERPARK CAPITAL MANAGEMENT LLC | 6 | 6 | 0.02% | 0.05% | 0.14% | Q4 2018 | Q1 2020 | 6 |
Banco de Sabadell, S.A | 5 | 1 | 0.16% | 0.69% | 1.16% | Q1 2018 | Q1 2021 | 6 |
Simplify Asset Management Inc. | 6 | 6 | 0.02% | 0.13% | 0.35% | Q4 2021 | Q1 2023 | 6 |
HENNESSY ADVISORS INC | 5 | 1 | 0.13% | 0.16% | 0.18% | Q1 2018 | Q1 2022 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 0.17% | 0.20% | 0.26% | Q4 2020 | Q1 2022 | 6 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.01% | 0.20% | 0.51% | Q1 2015 | Q1 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 5 | 1 | 0.01% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 6 |
BOSTON FINANCIAL MANGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 6 |
Strategic Equity Management | 6 | 6 | 0.07% | 0.09% | 0.13% | Q4 2021 | Q1 2023 | 6 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 5 | 1 | 0.01% | 0.13% | 0.48% | Q4 2014 | Q4 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.20% | 0.23% | 0.26% | Q2 2022 | Q3 2023 | 6 |
NAVELLIER & ASSOCIATES INC | 5 | 1 | 0.04% | 2.61% | 3.21% | Q4 2014 | Q1 2018 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 6 | 6 | 1.61% | 2.17% | 2.49% | Q1 2015 | Q2 2016 | 6 |
Avidian Wealth Solutions, LLC | 4 | 2 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
AXIOM INVESTORS LLC /DE | 6 | 6 | 0.19% | 0.67% | 1.14% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 6 |
Spectrum Asset Management, Inc. (NB/CA) | 6 | 6 | 0.72% | 0.91% | 1.23% | Q3 2018 | Q4 2019 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 6 |
Quantum Financial Advisors, LLC | 6 | 6 | 0.07% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
EverPoint Asset Management, LLC | 2 | 1 | 0.09% | 0.20% | 0.27% | Q4 2014 | Q4 2016 | 6 |
Edge Capital Group, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Mariner Wealth Advisors-Cincinnati, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.59% | 0.79% | 1.04% | Q2 2022 | Q3 2023 | 6 |
Jaffetilchin Investment Partners, LLC | 3 | 3 | 0.05% | 0.14% | 0.38% | Q1 2015 | Q1 2019 | 6 |
CARLSON CAPITAL L P | 4 | 1 | 0.05% | 0.17% | 0.28% | Q3 2015 | Q2 2019 | 6 |
StrategIQ Financial Group, LLC | 4 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.04% | 0.06% | 0.10% | Q1 2016 | Q2 2017 | 6 |
Oliver Luxxe Assets LLC | 6 | 6 | 0.55% | 0.77% | 0.87% | Q1 2022 | Q2 2023 | 6 |
Princeton Global Asset Management LLC | 3 | 3 | 0.01% | 0.40% | 0.81% | Q4 2019 | Q3 2023 | 6 |
Genesee Capital Advisors, LLC | 6 | 6 | 0.49% | 0.87% | 1.12% | Q2 2022 | Q3 2023 | 6 |
Kistler-Tiffany Companies, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Optimal Asset Management, Inc. | 6 | 6 | 0.05% | 0.14% | 0.24% | Q4 2019 | Q1 2021 | 6 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 6 | 6 | 0.50% | 0.97% | 1.27% | Q2 2015 | Q3 2016 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Simmons Bank | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2018 | 6 |
TT International Asset Management LTD | 4 | 2 | 0.33% | 0.49% | 0.71% | Q1 2020 | Q3 2021 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
Lombard Odier Asset Management (USA) Corp | 4 | 2 | 0.04% | 0.26% | 0.57% | Q1 2015 | Q3 2018 | 6 |
Legato Capital Management LLC | 4 | 1 | 0.22% | 0.37% | 0.53% | Q2 2021 | Q3 2023 | 5 |
Inspire Investing, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Fosun International Ltd | 4 | 1 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 5 |
B. Riley Wealth Management, Inc. | 3 | 2 | 0.00% | 0.04% | 0.06% | Q4 2014 | Q2 2022 | 5 |
Global Wealth Management Investment Advisory, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Alpha Paradigm Partners, LLC | 5 | 5 | 0.08% | 0.14% | 0.18% | Q2 2021 | Q2 2022 | 5 |
Airain ltd | 2 | 1 | 0.02% | 0.07% | 0.18% | Q2 2015 | Q2 2017 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.15% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.07% | 0.09% | 0.14% | Q4 2018 | Q4 2019 | 5 |
Visium Asset Management, LP | 3 | 2 | 0.00% | 0.78% | 1.73% | Q4 2014 | Q1 2016 | 5 |
NorthCoast Asset Management LLC | 3 | 1 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q3 2021 | 5 |
Ergoteles LLC | 3 | 2 | 0.05% | 0.31% | 0.59% | Q4 2020 | Q2 2023 | 5 |
Mach-1 Financial Group, LLC | 5 | 5 | 0.01% | 0.41% | 0.84% | Q3 2022 | Q3 2023 | 5 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.02% | 0.07% | 0.24% | Q4 2014 | Q3 2023 | 5 |
McCarthy Asset Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Westover Capital Advisors, LLC | 5 | 5 | 0.56% | 0.61% | 0.66% | Q4 2014 | Q4 2015 | 5 |
NATIONAL PENN INVESTORS TRUST CO /PA | 5 | 5 | 0.71% | 0.75% | 0.78% | Q1 2015 | Q1 2016 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Shay Capital LLC | 4 | 1 | 0.08% | 0.36% | 0.87% | Q4 2021 | Q1 2023 | 5 |
Alcosta Capital Management, Inc. | 5 | 5 | 2.53% | 3.06% | 3.49% | Q1 2022 | Q1 2023 | 5 |
TT INTERNATIONAL | 4 | 1 | 0.50% | 0.75% | 0.98% | Q1 2019 | Q3 2020 | 5 |
Alpha DNA Investment Management LLC | 5 | 5 | 0.58% | 0.74% | 0.98% | Q3 2022 | Q3 2023 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 1 | 0.27% | 0.53% | 0.85% | Q2 2015 | Q4 2017 | 5 |
&PARTNERS | 5 | 5 | 0.12% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Dunvegan Associates, Inc. | 5 | 5 | 0.08% | 0.11% | 0.13% | Q4 2014 | Q4 2015 | 5 |
Cypress Capital Management LLC (WY) | 5 | 5 | 0.08% | 0.10% | 0.15% | Q1 2015 | Q1 2016 | 5 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 5 | 5 | 0.09% | 1.28% | 1.71% | Q4 2014 | Q4 2015 | 5 |
Hardman Johnston Global Advisors LLC | 5 | 5 | 0.31% | 0.36% | 0.42% | Q3 2022 | Q3 2023 | 5 |
Triasima Portfolio Management inc. | 5 | 5 | 0.13% | 0.28% | 0.42% | Q1 2022 | Q1 2023 | 5 |
Krane Funds Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 5 |
COURAGE CAPITAL MANAGEMENT LLC | 3 | 2 | 2.42% | 4.44% | 8.46% | Q2 2019 | Q3 2020 | 5 |
Findlay Park Partners LLP | 3 | 2 | 0.18% | 0.55% | 1.03% | Q4 2019 | Q3 2023 | 5 |
GoalVest Advisory LLC | 4 | 1 | 0.00% | 0.08% | 0.20% | Q1 2022 | Q3 2023 | 5 |
Hikari Power Ltd | 4 | 1 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2023 | 5 |
MQS Management LLC | 3 | 2 | 0.21% | 0.39% | 0.70% | Q2 2022 | Q3 2023 | 5 |
PHILADELPHIA TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.18% | 0.21% | 0.24% | Q2 2015 | Q2 2016 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q4 2015 | 5 |
Fulcrum Asset Management LLP | 5 | 5 | 0.24% | 0.53% | 0.80% | Q1 2021 | Q1 2022 | 5 |
Dakota Wealth Management | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
GODSEY & GIBB, INC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
DUBUQUE BANK & TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 5 |
Pekin Hardy Strauss, Inc. | 5 | 5 | 0.05% | 0.73% | 0.99% | Q1 2021 | Q1 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Liontrust Investment Partners LLP | 3 | 2 | 0.15% | 0.28% | 0.42% | Q2 2022 | Q3 2023 | 5 |
Castleview Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 5 |
Junto Capital Management LP | 5 | 5 | 0.97% | 1.54% | 2.65% | Q2 2022 | Q2 2023 | 5 |
PARNASSUS INVESTMENTS, LLC | 5 | 5 | 0.10% | 0.35% | 0.48% | Q3 2016 | Q3 2017 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SUN LIFE FINANCIAL INC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 5 |
ADVENT CAPITAL MANAGEMENT /DE/ | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q2 2019 | 5 |
DC Investments Management, LLC | 5 | 5 | 0.36% | 0.60% | 1.31% | Q4 2017 | Q4 2018 | 5 |
Koshinski Asset Management, Inc. | 4 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Weiss Asset Management LP | 3 | 1 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q1 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Cunning Capital Partners, LP | 4 | 1 | 0.81% | 1.41% | 3.49% | Q1 2021 | Q3 2023 | 5 |
TWINBEECH CAPITAL LP | 4 | 1 | 0.07% | 0.87% | 1.25% | Q4 2020 | Q3 2023 | 5 |
Carnegie Capital Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
KING LUTHER CAPITAL MANAGEMENT CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 5 |
HEARTLAND ADVISORS INC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q4 2022 | 5 |
Accuvest Global Advisors | 2 | 1 | 0.14% | 0.23% | 0.39% | Q2 2018 | Q2 2022 | 5 |
Prism Advisors, Inc. | 4 | 1 | 0.11% | 0.43% | 1.67% | Q4 2017 | Q1 2019 | 5 |
Intersect Capital LLC | 3 | 2 | 0.02% | 0.11% | 0.28% | Q4 2014 | Q2 2022 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 1.03% | 1.38% | 1.59% | Q4 2021 | Q4 2022 | 5 |
Sepio Capital, LP | 3 | 2 | 0.22% | 0.30% | 0.39% | Q2 2021 | Q1 2023 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2022 | 5 |
Pegasus Asset Management, Inc. | 5 | 5 | 1.26% | 1.47% | 1.73% | Q3 2022 | Q3 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.17% | 0.32% | 0.55% | Q1 2021 | Q3 2023 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.08% | 0.11% | 0.19% | Q4 2020 | Q2 2022 | 5 |
Krilogy Financial LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2018 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Gyon Technologies Capital Management, LP | 4 | 1 | 0.04% | 0.19% | 0.52% | Q3 2020 | Q4 2021 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.11% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Gleason Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Terra Nova Asset Management LLC | 5 | 5 | 1.38% | 1.92% | 2.37% | Q2 2015 | Q2 2016 | 5 |
Stonehage Fleming (UK) Ltd | 5 | 5 | 0.30% | 0.38% | 0.46% | Q4 2014 | Q4 2015 | 5 |
Geneva Partners, LLC | 5 | 5 | 2.09% | 4.15% | 5.27% | Q1 2022 | Q1 2023 | 5 |
BCWM, LLC | 5 | 5 | 1.38% | 1.76% | 2.25% | Q4 2014 | Q4 2015 | 5 |
L & S Advisors Inc | 3 | 1 | 0.15% | 0.28% | 0.62% | Q4 2018 | Q4 2021 | 5 |
COBALT CAPITAL MANAGEMENT, INC. | 5 | 5 | 1.14% | 3.39% | 5.55% | Q3 2015 | Q3 2016 | 5 |
BNC WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.79% | 1.09% | Q3 2020 | Q4 2022 | 5 |
Marcum Wealth, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 5 |
EXANE DERIVATIVES | 3 | 1 | 0.00% | 0.59% | 2.55% | Q1 2015 | Q1 2022 | 5 |
Burns Matteson Capital Management, LLC | 2 | 1 | 0.28% | 0.41% | 0.52% | Q2 2021 | Q1 2023 | 5 |
180 WEALTH ADVISORS, LLC | 4 | 1 | 0.05% | 0.10% | 0.13% | Q1 2018 | Q1 2022 | 5 |
CURIAN CAPITAL LLC | 5 | 5 | 0.15% | 0.22% | 0.30% | Q4 2014 | Q4 2015 | 5 |
Ardevora Asset Management LLP | 5 | 5 | 0.42% | 0.69% | 0.91% | Q2 2022 | Q2 2023 | 5 |
Global Assets Advisory, LLC | 4 | 1 | 0.21% | 0.50% | 0.83% | Q2 2022 | Q3 2023 | 5 |
METROPOLITAN CAPITAL ADVISORS INC | 5 | 5 | 5.51% | 6.57% | 9.30% | Q4 2014 | Q4 2015 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q4 2016 | 5 |
HARBERT FUND ADVISORS, INC. | 4 | 4 | 1.09% | 1.63% | 3.13% | Q2 2022 | Q1 2023 | 5 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 5 |
MANA Advisors LLC | 2 | 1 | 0.46% | 1.25% | 2.33% | Q1 2018 | Q2 2020 | 5 |
Ativo Capital Management LLC | 5 | 5 | 0.11% | 0.17% | 0.22% | Q2 2020 | Q2 2021 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Avidity Partners Management LP | 4 | 1 | 1.92% | 3.25% | 4.89% | Q3 2020 | Q3 2022 | 5 |
CenterBook Partners LP | 5 | 5 | 0.12% | 0.20% | 0.32% | Q4 2021 | Q4 2022 | 5 |
Pavadi Capital LLC | 5 | 5 | 3.12% | 3.67% | 4.27% | Q4 2021 | Q4 2022 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.07% | 0.08% | 0.11% | Q4 2021 | Q4 2022 | 5 |
Laffer Tengler Investments, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
NORWOOD FINANCIAL CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FSM Wealth Advisors, LLC | 5 | 5 | 0.12% | 0.17% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Athanor Capital, LP | 3 | 2 | 0.02% | 0.06% | 0.09% | Q3 2019 | Q4 2020 | 5 |
NFJ INVESTMENT GROUP, LLC | 5 | 5 | 0.06% | 0.66% | 1.00% | Q1 2021 | Q1 2022 | 5 |
Saturna Capital CORP | 5 | 5 | 1.24% | 1.41% | 1.54% | Q3 2022 | Q3 2023 | 5 |
KENFARB & CO. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.05% | 0.20% | 0.48% | Q4 2020 | Q4 2021 | 5 |
Princeton Alpha Management LP | 2 | 1 | 0.06% | 0.15% | 0.23% | Q4 2014 | Q3 2016 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.22% | 0.29% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Wallington Asset Management, LLC | 2 | 1 | 0.04% | 0.07% | 0.17% | Q1 2019 | Q4 2022 | 5 |
Willingdon Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 5 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 5 | 5 | 3.23% | 3.51% | 3.85% | Q4 2014 | Q4 2015 | 5 |
Alpine Global Management, LLC | 3 | 1 | 0.05% | 0.11% | 0.21% | Q4 2014 | Q2 2020 | 5 |
Par Capital Management | 5 | 5 | 0.08% | 0.17% | 0.33% | Q3 2018 | Q3 2019 | 5 |
Paragon Capital Management Ltd | 2 | 1 | 0.04% | 0.09% | 0.14% | Q1 2017 | Q1 2022 | 5 |
GRIMES & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Filbrandt Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
MENTA CAPITAL LLC | 3 | 1 | 0.03% | 0.12% | 0.21% | Q4 2015 | Q2 2017 | 5 |
General Partner, Inc. | 5 | 5 | 0.03% | 0.04% | 0.08% | Q4 2022 | Q4 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.05% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Ninepoint Partners LP | 3 | 2 | 0.06% | 0.50% | 1.13% | Q4 2018 | Q1 2023 | 5 |
Thrive Wealth Management, LLC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Schooner Investment Group, LLC. | 5 | 5 | 0.20% | 0.33% | 0.52% | Q4 2014 | Q4 2015 | 5 |
InTrack Investment Management Inc | 5 | 5 | 0.34% | 0.77% | 0.99% | Q4 2022 | Q4 2023 | 5 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q4 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.21% | 0.23% | 0.28% | Q4 2022 | Q4 2023 | 5 |
WESTWOOD HOLDINGS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q3 2020 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.03% | 0.07% | 0.13% | Q4 2017 | Q4 2018 | 5 |
ASB Consultores, LLC | 5 | 5 | 0.11% | 0.15% | 0.17% | Q4 2021 | Q4 2022 | 5 |
Vancity Investment Management Ltd | 5 | 5 | 1.47% | 2.27% | 4.98% | Q3 2022 | Q3 2023 | 5 |
BANK OF NOVA SCOTIA TRUST CO | 5 | 5 | 0.00% | 0.15% | 0.31% | Q3 2016 | Q3 2017 | 5 |
Lehman Financial Resources, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
LBP AM SA | 4 | 4 | 0.07% | 0.15% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.37% | 0.42% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Lumbard & Kellner, LLC | 4 | 4 | 0.34% | 0.39% | 0.51% | Q1 2017 | Q4 2017 | 4 |
First County Bank /CT/ | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Corbenic Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2021 | 4 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.28% | 0.94% | 2.83% | Q4 2014 | Q3 2016 | 4 |
CITY NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Canton Hathaway, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
OFI Advisors LLC | 4 | 4 | 0.38% | 0.40% | 0.43% | Q4 2014 | Q3 2015 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.06% | 0.09% | Q3 2020 | Q2 2021 | 4 |
NATIONAL INVESTMENT SERVICES INC /WI | 4 | 4 | 0.69% | 0.77% | 0.83% | Q1 2015 | Q4 2015 | 4 |
Altshuler Shaham Ltd | 2 | 2 | 0.00% | 0.71% | 2.79% | Q3 2021 | Q3 2022 | 4 |
Weil Company, Inc. | 3 | 1 | 0.01% | 0.09% | 0.13% | Q3 2019 | Q3 2023 | 4 |
Buffington Mohr McNeal | 4 | 4 | 0.31% | 0.51% | 0.71% | Q4 2022 | Q3 2023 | 4 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 4 | 4 | 0.34% | 0.45% | 0.58% | Q4 2018 | Q3 2019 | 4 |
JS Capital Management LLC | 3 | 1 | 0.76% | 1.62% | 2.99% | Q2 2017 | Q2 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.02% | 0.03% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Regal Investment Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2022 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 4 | 4 | 0.14% | 0.22% | 0.31% | Q4 2016 | Q3 2017 | 4 |
GUARDIAN CAPITAL LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2019 | 4 |
WealthStone, Inc. | 3 | 1 | 0.05% | 0.10% | 0.13% | Q2 2019 | Q1 2021 | 4 |
ROCKLAND TRUST CO | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
ASCEND CAPITAL, LLC | 2 | 1 | 0.33% | 0.55% | 0.76% | Q2 2016 | Q3 2018 | 4 |
JANA PARTNERS LLC | 4 | 4 | 2.33% | 3.31% | 4.00% | Q1 2018 | Q4 2018 | 4 |
Arabesque Asset Management Ltd | 4 | 4 | 0.62% | 0.94% | 1.11% | Q1 2022 | Q4 2022 | 4 |
Caption Management, LLC | 1 | 1 | 0.12% | 0.21% | 0.33% | Q2 2020 | Q2 2021 | 4 |
Invictus RG Pte. Ltd. | 4 | 4 | 0.52% | 0.62% | 0.82% | Q4 2014 | Q3 2015 | 4 |
FPR PARTNERS LLC | 4 | 4 | 1.84% | 2.68% | 3.05% | Q4 2020 | Q3 2021 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
STONERIDGE INVESTMENT PARTNERS LLC | 2 | 2 | 0.25% | 0.63% | 0.87% | Q4 2019 | Q1 2023 | 4 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 4 | 4 | 0.18% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.02% | 0.04% | 0.09% | Q2 2018 | Q1 2023 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Noked Capital LTD | 3 | 1 | 0.35% | 0.52% | 0.66% | Q4 2018 | Q4 2019 | 4 |
Vest Financial, LLC | 4 | 4 | 0.06% | 0.31% | 0.50% | Q4 2022 | Q3 2023 | 4 |
SENTINEL ASSET MANAGEMENT, INC. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 4 |
Highland Private Wealth Management | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
V Wealth Advisors LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Invictus RG | 3 | 1 | 0.04% | 0.15% | 0.25% | Q4 2015 | Q1 2017 | 4 |
Venturi Wealth Management, LLC | 4 | 4 | 0.01% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Noked Israel Ltd | 3 | 1 | 0.35% | 0.52% | 0.66% | Q4 2018 | Q4 2019 | 4 |
Teamwork Financial Advisors, LLC | 2 | 1 | 0.04% | 0.28% | 0.57% | Q4 2019 | Q2 2022 | 4 |
TCI Fund Management | 4 | 4 | 0.93% | 3.99% | 5.34% | Q2 2019 | Q1 2020 | 4 |
O'Shares Investment Advisers, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q3 2020 | Q2 2021 | 4 |
Bellevue Asset Management AG | 4 | 4 | 0.64% | 0.66% | 0.68% | Q1 2015 | Q4 2015 | 4 |
Hilton Capital Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Bay Harbor Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 4 |
SMITH ASSET MANAGEMENT GROUP LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Brendel Financial Advisors LLC | 2 | 1 | 0.12% | 0.48% | 1.32% | Q4 2018 | Q2 2022 | 4 |
Harbor Spring Capital, LLC | 4 | 4 | 1.79% | 3.13% | 5.67% | Q2 2021 | Q1 2022 | 4 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.00% | 0.20% | 0.42% | Q4 2016 | Q1 2023 | 4 |
Castle Hook Partners LP | 4 | 4 | 0.56% | 2.36% | 6.26% | Q2 2018 | Q1 2019 | 4 |
Clearline Capital LP | 3 | 1 | 0.28% | 0.57% | 1.06% | Q3 2016 | Q3 2023 | 4 |
Van Leeuwen & Company, LLC | 4 | 4 | 1.89% | 2.29% | 2.60% | Q1 2022 | Q4 2022 | 4 |
JT Stratford LLC | 4 | 4 | 0.12% | 0.15% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Bowie Capital Management, LLC | 4 | 4 | 0.51% | 0.87% | 1.33% | Q2 2019 | Q1 2020 | 4 |
Legacy Trust | 4 | 4 | 0.64% | 0.71% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.10% | 0.20% | 0.26% | Q2 2021 | Q3 2023 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 0.06% | 0.14% | 0.31% | Q2 2022 | Q3 2023 | 4 |
Community Financial Services Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.56% | 1.29% | 1.90% | Q2 2017 | Q3 2018 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q1 2020 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Zhang Financial LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q1 2023 | 4 |
Edmond de Rothschild (Europe) | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2015 | Q1 2016 | 4 |
Haafor (Singapore) Pte. Ltd. | 4 | 4 | 0.44% | 0.62% | 0.91% | Q1 2020 | Q4 2020 | 4 |
Parkman Healthcare Partners LLC | 4 | 4 | 1.68% | 2.30% | 3.16% | Q2 2022 | Q1 2023 | 4 |
Blue Granite Capital, LLC | 4 | 4 | 1.05% | 1.60% | 1.84% | Q4 2016 | Q3 2017 | 4 |
Atika Capital Management LLC | 2 | 1 | 1.17% | 1.45% | 1.97% | Q4 2017 | Q4 2019 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 4 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.16% | 0.21% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Absolute Return Capital, LLC | 4 | 4 | 0.38% | 0.58% | 0.94% | Q4 2014 | Q3 2015 | 4 |
USCA RIA LLC | 2 | 1 | 0.15% | 0.22% | 0.30% | Q2 2018 | Q2 2021 | 4 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q1 2023 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 1.25% | 2.28% | 2.73% | Q4 2015 | Q3 2016 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2017 | Q3 2017 | 4 |
BHF Kleinwort Benson Group S.A. | 4 | 4 | 0.08% | 0.11% | 0.16% | Q2 2015 | Q1 2016 | 4 |
Apella Capital, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q4 2023 | 4 |
Successful Portfolios LLC | 3 | 1 | 0.12% | 0.14% | 0.14% | Q2 2021 | Q2 2022 | 4 |
Lumina Fund Management LLC | 4 | 4 | 0.05% | 0.63% | 0.99% | Q4 2015 | Q3 2016 | 4 |
Bronson Point Management LLC | 2 | 2 | 1.58% | 3.11% | 6.79% | Q4 2019 | Q4 2020 | 4 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.06% | 0.13% | Q1 2021 | Q2 2022 | 4 |
American Research & Management Co. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
RMR Wealth Builders | 2 | 1 | 0.04% | 0.14% | 0.26% | Q4 2019 | Q1 2021 | 4 |
Aquatic Capital Management LLC | 3 | 1 | 0.26% | 0.56% | 0.83% | Q2 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2018 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.20% | 0.32% | 0.40% | Q4 2022 | Q3 2023 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q2 2022 | Q1 2023 | 4 |
140 Summer Partners LP | 4 | 4 | 5.56% | 9.92% | 13.81% | Q4 2022 | Q3 2023 | 4 |
High Ground Investment Management LLP | 4 | 4 | 18.24% | 23.10% | 26.76% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.13% | 0.22% | 0.40% | Q4 2020 | Q3 2021 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q3 2018 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
361 CAPITAL LLC | 4 | 4 | 0.09% | 0.19% | 0.24% | Q4 2018 | Q3 2019 | 4 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 4 | 4 | 0.53% | 1.56% | 2.60% | Q3 2015 | Q2 2016 | 4 |
Monterey Private Wealth, Inc. | 4 | 4 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q4 2022 | 4 |
MURPHY CAPITAL MANAGEMENT INC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q2 2022 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
SCHARF INVESTMENTS, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2017 | 4 |
Sculptor Capital LP | 2 | 1 | 0.01% | 0.39% | 1.10% | Q4 2014 | Q2 2017 | 4 |
Golden State Equity Partners | 3 | 1 | 0.21% | 0.43% | 0.70% | Q4 2020 | Q3 2023 | 4 |
SECOR Capital Advisors, LP | 2 | 1 | 0.01% | 0.17% | 0.51% | Q4 2014 | Q4 2017 | 4 |
LWM Advisory Services, LLC | 4 | 4 | 0.41% | 0.53% | 0.58% | Q4 2021 | Q3 2022 | 4 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q1 2019 | 4 |
Clarus Wealth Advisors | 2 | 1 | 0.13% | 0.18% | 0.23% | Q1 2018 | Q4 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Orion Capital Management LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 4 |
Tranquilli Financial Advisor LLC | 4 | 4 | 0.19% | 0.27% | 0.46% | Q4 2022 | Q3 2023 | 4 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
First Heartland Consultants, Inc. | 1 | 1 | 0.05% | 0.06% | 0.07% | Q2 2015 | Q1 2019 | 4 |
Dana Investment Advisors, Inc. | 3 | 1 | 0.01% | 0.78% | 1.08% | Q4 2014 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 4 |
Barnett & Company, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2018 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Raveneur Investment Group LP | 4 | 4 | 3.68% | 5.50% | 7.53% | Q2 2015 | Q1 2016 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q3 2022 | Q3 2023 | 4 |
ATWOOD & PALMER INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BROGAN FINANCIAL, INC. | 4 | 4 | 0.62% | 0.66% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Paralel Advisors LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Farmers National Bank | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q3 2022 | 4 |
PITTENGER & ANDERSON INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
GUYASUTA INVESTMENT ADVISORS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Farmers & Merchants Trust Co of Long Beach | 3 | 1 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Jackson Square Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Index Management Solutions, LLC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q3 2015 | 4 |
KFG WEALTH MANAGEMENT, LLC | 4 | 4 | 0.24% | 0.40% | 0.64% | Q4 2022 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 2 | 1 | 0.00% | 0.05% | 0.15% | Q4 2019 | Q4 2022 | 4 |
Hutchens & Kramer Investment Management Group, LLC | 4 | 4 | 0.16% | 0.22% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 2.25% | 2.36% | 2.43% | Q4 2022 | Q3 2023 | 4 |
TRIAD FINANCIAL ADVISORS, INC. | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2022 | Q1 2023 | 4 |
PROVENCE WEALTH MANAGEMENT GROUP | 4 | 4 | 0.15% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Advisory Alpha, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.09% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.52% | 0.73% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Robeco Schweiz AG | 4 | 4 | 0.10% | 0.15% | 0.17% | Q4 2021 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.08% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.09% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Ohio National Investments, Inc. | 3 | 1 | 0.14% | 0.16% | 0.18% | Q4 2014 | Q1 2016 | 4 |
Warther Private Wealth, LLC | 4 | 4 | 0.50% | 1.71% | 2.22% | Q1 2022 | Q4 2022 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.07% | 0.12% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.16% | 0.19% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.07% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.74% | 0.85% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.53% | 0.63% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.65% | 0.75% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Atlas Wealth LLC | 4 | 4 | 0.07% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Prisma Capital Partners LP | 4 | 4 | 2.88% | 6.26% | 10.59% | Q2 2017 | Q1 2018 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.32% | 0.38% | 0.45% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.17% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.15% | 0.20% | 0.28% | Q4 2022 | Q3 2023 | 4 |
B.O.S.S. Retirement Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q4 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Owen LaRue, LLC | 4 | 4 | 0.33% | 0.45% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.47% | 0.52% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Longbow Finance SA | 4 | 4 | 1.59% | 1.82% | 2.33% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.14% | 0.18% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.49% | 0.55% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.49% | 0.52% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 1.22% | 1.52% | 1.96% | Q4 2022 | Q3 2023 | 4 |
TradeLink Capital LLC | 2 | 1 | 0.47% | 0.56% | 0.70% | Q1 2015 | Q1 2016 | 3 |
Prosperity Financial Group, Inc. | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Randolph Co Inc | 2 | 1 | 1.72% | 1.84% | 1.97% | Q3 2016 | Q2 2019 | 3 |
Royal Capital Wealth Management, LLC | 2 | 1 | 0.20% | 0.22% | 0.23% | Q1 2022 | Q4 2022 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
OKABENA INVESTMENT SERVICES INC | 2 | 1 | 0.51% | 0.62% | 0.83% | Q4 2019 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.08% | 0.12% | 0.16% | Q2 2021 | Q4 2021 | 3 |
TIGER MANAGEMENT L.L.C. | 3 | 3 | 1.25% | 2.74% | 3.54% | Q3 2017 | Q1 2018 | 3 |
CANTOR FITZGERALD, L. P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
LETKO, BROSSEAU & ASSOCIATES INC | 3 | 3 | 0.54% | 0.60% | 0.67% | Q3 2016 | Q1 2017 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
Constellation Wealth Advisors, LLC | 3 | 3 | 0.09% | 0.15% | 0.18% | Q4 2014 | Q2 2015 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.08% | 0.14% | 0.25% | Q2 2022 | Q4 2022 | 3 |
Intrua Financial, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 3 |
CLOVERFIELDS CAPITAL GROUP, LP | 3 | 3 | 0.05% | 0.15% | 0.23% | Q1 2023 | Q3 2023 | 3 |
BALDWIN BROTHERS LLC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
DCM Advisors, LLC | 2 | 1 | 0.18% | 0.31% | 0.38% | Q4 2021 | Q3 2022 | 3 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 3 | 3 | 0.05% | 0.48% | 0.70% | Q4 2015 | Q2 2016 | 3 |
CARL DOMINO INC | 3 | 3 | 0.14% | 0.61% | 1.50% | Q4 2014 | Q2 2015 | 3 |
Pinnacle Summer Investments, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.65% | 0.66% | 0.68% | Q1 2023 | Q3 2023 | 3 |
Canoe Financial LP | 3 | 3 | 1.26% | 2.79% | 5.40% | Q1 2023 | Q3 2023 | 3 |
JABODON PT CO | 2 | 1 | 1.05% | 3.20% | 5.19% | Q2 2018 | Q1 2019 | 3 |
REDWOOD CAPITAL MANAGEMENT, LLC | 3 | 3 | 1.47% | 2.62% | 4.62% | Q4 2014 | Q2 2015 | 3 |
Strategic Investment Advisors / MI | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
G&S Capital LLC | 3 | 3 | 0.18% | 0.66% | 1.40% | Q2 2022 | Q4 2022 | 3 |
Sageworth Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 3 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 0.14% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
STONNINGTON GROUP, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q2 2022 | 3 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 3 | 3 | 5.03% | 5.35% | 5.95% | Q4 2018 | Q2 2019 | 3 |
JUMP TRADING, LLC | 2 | 1 | 0.01% | 0.10% | 0.28% | Q3 2019 | Q2 2020 | 3 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 3 | 3 | 0.71% | 2.09% | 2.92% | Q1 2023 | Q3 2023 | 3 |
ALTRINSIC GLOBAL ADVISORS LLC | 3 | 3 | 0.09% | 0.12% | 0.15% | Q2 2021 | Q4 2021 | 3 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.01% | 0.28% | 0.67% | Q4 2014 | Q4 2017 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q3 2015 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Synergy Asset Management, LLC | 2 | 1 | 0.17% | 1.46% | 2.23% | Q2 2022 | Q2 2023 | 3 |
LifePlan Financial Group, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Alaska Permanent Fund Corp | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2021 | 3 |
Ridgewood Investments LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2021 | Q3 2021 | 3 |
Integre Asset Management, LLC | 3 | 3 | 1.10% | 1.19% | 1.25% | Q2 2019 | Q4 2019 | 3 |
Pennant Capital Management, LLC | 3 | 3 | 2.26% | 2.83% | 3.74% | Q2 2017 | Q4 2017 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Naviter Wealth, LLC | 3 | 3 | 0.15% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.02% | 0.30% | 0.51% | Q2 2022 | Q3 2022 | 3 |
BRYN MAWR CAPITAL MANAGEMENT INC | 2 | 1 | 0.34% | 0.41% | 0.48% | Q4 2014 | Q3 2015 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
PEOPLES BANK /OH | 3 | 3 | 0.12% | 0.16% | 0.19% | Q1 2016 | Q3 2016 | 3 |
Ballast, Inc. | 2 | 1 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q4 2022 | 3 |
Wakefield Asset Management LLLP | 3 | 3 | 0.44% | 0.87% | 1.09% | Q1 2019 | Q3 2019 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 1.39% | 1.83% | 2.20% | Q4 2014 | Q2 2015 | 3 |
Hirtle Callaghan & Co LLC | 2 | 1 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q3 2015 | 3 |
Baker Ellis Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2020 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Kavar Capital Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Kinetic Partners Management, LP | 3 | 3 | 2.99% | 4.22% | 4.95% | Q1 2023 | Q3 2023 | 3 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q1 2023 | 3 |
Dorsey Wright & Associates | 1 | 1 | 0.39% | 0.47% | 0.50% | Q3 2017 | Q4 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q4 2018 | 3 |
Deane Retirement Strategies, Inc. | 3 | 3 | 0.00% | 0.74% | 2.21% | Q4 2014 | Q2 2015 | 3 |
COURIER CAPITAL LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
HUSSMAN STRATEGIC ADVISORS, INC. | 3 | 3 | 0.62% | 0.79% | 0.95% | Q4 2014 | Q2 2015 | 3 |
Crow Point Partners, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2015 | Q3 2015 | 3 |
Harrington Investments, INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Stratos Investment Management, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Addison Capital Co | 3 | 3 | 0.16% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q2 2015 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.10% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Pegasus Partners Ltd. | 3 | 3 | 0.10% | 0.23% | 0.44% | Q2 2019 | Q4 2019 | 3 |
NORTH RUN CAPITAL, LP | 3 | 3 | 6.59% | 8.48% | 12.07% | Q3 2016 | Q1 2017 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Spears Abacus Advisors LLC | 3 | 3 | 0.19% | 1.64% | 2.41% | Q1 2023 | Q3 2023 | 3 |
McCarthy Grittinger Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Oak Thistle LLC | 2 | 1 | 0.53% | 0.70% | 0.88% | Q2 2022 | Q3 2023 | 3 |
Capstone Investment Advisors (Netherlands), B.V. | 3 | 3 | 0.54% | 0.73% | 0.84% | Q4 2016 | Q2 2017 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Nikko Asset Management Americas, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
Donoghue Forlines LLC | 1 | 1 | 0.20% | 0.23% | 0.26% | Q3 2018 | Q3 2023 | 3 |
Michael S. Ryan, Inc. | 3 | 3 | 0.32% | 0.34% | 0.35% | Q2 2023 | Q4 2023 | 3 |
Olympiad Research LP | 2 | 1 | 0.13% | 0.22% | 0.33% | Q4 2019 | Q3 2020 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
UBS OCONNOR LLC | 3 | 3 | 0.37% | 0.37% | 0.38% | Q4 2016 | Q2 2017 | 3 |
MANGROVE PARTNERS IM, LLC | 3 | 3 | 2.85% | 3.74% | 4.22% | Q4 2016 | Q2 2017 | 3 |
Optima Fund Management LLC | 3 | 3 | 1.79% | 1.96% | 2.09% | Q4 2018 | Q2 2019 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.20% | 0.22% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q2 2021 | 3 |
Pallas Capital Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 2.06% | 2.10% | 2.14% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.46% | 0.48% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Gunderson Capital Management Inc. | 2 | 1 | 0.25% | 0.52% | 0.73% | Q1 2019 | Q2 2020 | 3 |
USA MUTUALS ADVISORS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.14% | 0.24% | Q1 2017 | Q3 2022 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Cutter & CO Brokerage, Inc. | 3 | 3 | 0.23% | 0.28% | 0.32% | Q1 2017 | Q3 2017 | 3 |
Claro Advisors LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q2 2023 | 3 |
Sovarnum Capital L.P. | 3 | 3 | 1.21% | 3.62% | 5.58% | Q1 2019 | Q3 2019 | 3 |
Jackson Creek Investment Advisors LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q2 2023 | 3 |
WealthShield Partners, LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q1 2021 | Q1 2022 | 3 |
CI Global Investments Inc. | 3 | 3 | 2.93% | 4.81% | 6.01% | Q1 2018 | Q3 2018 | 3 |
Silverleafe Capital Partners, LLC | 3 | 3 | 1.51% | 1.79% | 2.02% | Q2 2019 | Q4 2019 | 3 |
TKG Advisors, LLC | 3 | 3 | 0.29% | 1.22% | 2.83% | Q2 2022 | Q4 2022 | 3 |
Seven Bridges Advisors LLC | 3 | 3 | 0.36% | 0.43% | 0.47% | Q4 2015 | Q2 2016 | 3 |
Avalon Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
LOUNTZIS ASSET MANAGEMENT, LLC | 3 | 3 | 0.18% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
LRT Capital Management, LLC | 3 | 3 | 0.42% | 0.89% | 1.16% | Q1 2023 | Q3 2023 | 3 |
Achievement Holdings L.P. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q3 2015 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Alambic Investment Management, L.P. | 2 | 1 | 0.08% | 0.30% | 0.71% | Q2 2017 | Q1 2020 | 3 |
Detalus Advisors, LLC | 3 | 3 | 0.32% | 0.33% | 0.34% | Q1 2023 | Q3 2023 | 3 |
ROPES WEALTH ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 3 |
TLP GROUP LLC | 1 | 1 | 0.11% | 0.16% | 0.24% | Q2 2017 | Q3 2018 | 3 |
Ellsworth Advisors, LLC | 2 | 1 | 1.24% | 1.48% | 1.88% | Q2 2020 | Q1 2021 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Steadfast Capital Management (UK) Ltd. | 3 | 3 | 2.38% | 4.46% | 6.40% | Q3 2021 | Q1 2022 | 3 |
GLENHILL ADVISORS LLC | 3 | 3 | 1.44% | 2.97% | 4.55% | Q4 2016 | Q2 2017 | 3 |
Redhawk Wealth Advisors, Inc. | 3 | 3 | 0.11% | 0.15% | 0.16% | Q3 2019 | Q1 2020 | 3 |
Crestline Management, LP | 1 | 1 | 1.04% | 1.40% | 1.70% | Q4 2019 | Q4 2021 | 3 |
LUCUS ADVISORS LLC | 3 | 3 | 0.48% | 0.49% | 0.49% | Q2 2017 | Q4 2017 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2023 | Q3 2023 | 3 |
Modera Wealth Management, LLC | 2 | 1 | 0.02% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 3 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.15% | 0.17% | 0.19% | Q2 2018 | Q4 2019 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Horizon Kinetics | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
B & T Capital Management DBA Alpha Capital Management | 3 | 3 | 1.62% | 1.66% | 1.71% | Q4 2015 | Q2 2016 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.15% | 0.18% | 0.23% | Q4 2022 | Q2 2023 | 3 |
Foresight Global Investors, Inc. | 3 | 3 | 0.81% | 0.93% | 1.14% | Q1 2023 | Q3 2023 | 3 |
SPX Gestao de Recursos Ltda | 2 | 1 | 0.17% | 1.25% | 2.41% | Q2 2017 | Q3 2020 | 3 |
ADVANCE CAPITAL I INC | 2 | 1 | 0.38% | 0.44% | 0.48% | Q4 2015 | Q3 2016 | 3 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
RPg Family Wealth Advisory, LLC | 3 | 3 | 1.39% | 1.60% | 1.90% | Q3 2022 | Q1 2023 | 3 |
EQUITEC SPECIALISTS, LLC | 2 | 2 | 0.72% | 1.14% | 1.55% | Q1 2018 | Q2 2018 | 3 |
Peachtree Investment Advisors, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Signature Financial Management, Inc. | 3 | 3 | 0.08% | 0.09% | 0.11% | Q2 2018 | Q4 2018 | 3 |
MSF Capital, LLC | 2 | 1 | 1.53% | 3.44% | 7.10% | Q4 2014 | Q4 2015 | 3 |
Cypress Wealth Services, LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 3 |
Kepos Capital LP | 2 | 1 | 0.11% | 0.21% | 0.41% | Q3 2017 | Q2 2018 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.04% | 0.23% | 0.48% | Q4 2022 | Q3 2023 | 3 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 3 | 3 | 0.58% | 0.60% | 0.64% | Q1 2023 | Q3 2023 | 3 |
AGF MANAGEMENT LTD | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
MARVIN & PALMER ASSOCIATES INC | 3 | 3 | 1.38% | 1.49% | 1.65% | Q4 2014 | Q2 2015 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
HighMark Wealth Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Moreno Evelyn V | 3 | 3 | 0.13% | 0.17% | 0.22% | Q2 2022 | Q4 2022 | 3 |
Cercano Management LLC | 3 | 3 | 0.35% | 0.75% | 0.94% | Q1 2023 | Q3 2023 | 3 |
Quilter Plc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Aevitas Wealth Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
GQG Partners LLC | 3 | 3 | 0.34% | 1.21% | 1.95% | Q4 2022 | Q2 2023 | 3 |
Cassia Capital Partners, LLC | 2 | 1 | 0.17% | 0.22% | 0.27% | Q3 2021 | Q1 2023 | 3 |
HBC Financial Services, PLLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Carnick & Kubik, LLC | 3 | 3 | 0.84% | 1.00% | 1.12% | Q4 2014 | Q2 2015 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.27% | 0.29% | 0.31% | Q1 2023 | Q3 2023 | 3 |
MERIDIAN MANAGEMENT CO | 3 | 3 | 1.31% | 1.37% | 1.45% | Q4 2019 | Q2 2020 | 3 |
HMS Capital Management, LLC | 3 | 3 | 0.59% | 0.60% | 0.61% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.15% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
CHELSEA COUNSEL CO | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2015 | Q3 2015 | 3 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 3 | 3 | 3.35% | 4.80% | 6.60% | Q4 2018 | Q2 2019 | 3 |
Alpha Family Trust | 3 | 3 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q2 2023 | 3 |
GABLES CAPITAL MANAGEMENT INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Diversified Portfolios, Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 3 |
Western Financial Corp/CA | 3 | 3 | 0.50% | 0.54% | 0.56% | Q4 2022 | Q2 2023 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q1 2017 | 3 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.14% | 0.20% | Q4 2018 | Q2 2020 | 3 |
LGT Financial Advisors LLC | 3 | 3 | 0.00% | 0.56% | 0.92% | Q1 2023 | Q3 2023 | 3 |
Cognios Capital, LLC | 2 | 1 | 0.42% | 0.65% | 0.83% | Q2 2017 | Q4 2018 | 3 |
Hosking & Co Ltd | 3 | 3 | 0.34% | 0.41% | 0.46% | Q4 2014 | Q2 2015 | 3 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 3 | 3 | 1.49% | 1.82% | 2.24% | Q2 2017 | Q4 2017 | 3 |
Supplemental Annuity Collective Trust of NJ | 3 | 3 | 0.38% | 0.45% | 0.50% | Q4 2014 | Q2 2015 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
D1 Capital Partners L.P. | 3 | 3 | 5.90% | 5.94% | 6.01% | Q1 2023 | Q3 2023 | 3 |
Buckingham Capital Management, Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q4 2022 | 3 |
NATIONAL PLANNING CORP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.02% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Phoenix Holdings Ltd. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 3 |
NTV ASSET MANAGEMENT LLC | 3 | 3 | 0.25% | 0.26% | 0.28% | Q2 2018 | Q4 2018 | 3 |
AVITY INVESTMENT MANAGEMENT INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Catamount Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Veracity Capital LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q2 2022 | Q4 2022 | 3 |
Providence First Trust Co | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Connacht Asset Management LP | 1 | 1 | 0.20% | 0.30% | 0.40% | Q1 2021 | Q1 2023 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.10% | 0.20% | Q1 2023 | Q3 2023 | 2 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 2 |
AlphaStar Capital Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2018 | Q3 2018 | 2 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.45% | 0.83% | Q2 2019 | Q4 2022 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 2 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 2 |
PFS Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
THUNDERBIRD PARTNERS LLP | 2 | 2 | 9.59% | 11.19% | 12.79% | Q4 2019 | Q1 2020 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q2 2022 | 2 |
Yellowstone Partners, LLC | 1 | 1 | 0.08% | 0.09% | 0.11% | Q3 2016 | Q3 2017 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q2 2023 | 2 |
Legacy Wealth Partners, Inc. | 2 | 2 | 0.44% | 0.46% | 0.47% | Q4 2019 | Q1 2020 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2022 | 2 |
Manning & Napier Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
CHOREO, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.31% | 0.36% | 0.42% | Q2 2016 | Q3 2016 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Elequin Capital, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FolioMetrix LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q1 2015 | Q2 2015 | 2 |
Davis Capital Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2019 | 2 |
Veritas Asset Management LLP | 2 | 2 | 3.50% | 3.72% | 3.94% | Q2 2023 | Q3 2023 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q1 2017 | Q2 2017 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Everett Capital Advisors UK LLP | 1 | 1 | 0.87% | 2.82% | 4.76% | Q4 2016 | Q3 2019 | 2 |
Aspen Investment Management Inc | 2 | 2 | 0.15% | 0.16% | 0.17% | Q3 2022 | Q4 2022 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 2 |
AustralianSuper Pty Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.05% | 0.08% | Q3 2015 | Q2 2016 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
WESTERN FINANCIAL Corp | 2 | 2 | 0.49% | 0.50% | 0.51% | Q2 2022 | Q3 2022 | 2 |
Tri Locum Partners LP | 1 | 1 | 0.08% | 1.40% | 2.73% | Q4 2020 | Q3 2023 | 2 |
Smith, Salley & Associates | 2 | 2 | 0.76% | 0.87% | 0.98% | Q2 2023 | Q3 2023 | 2 |
Folger Hill Asset Management LP | 2 | 2 | 0.50% | 0.99% | 1.48% | Q4 2017 | Q1 2018 | 2 |
RETIREMENT GUYS FORMULA LLC | 1 | 1 | 0.23% | 0.41% | 0.58% | Q4 2021 | Q3 2023 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.11% | Q2 2018 | Q1 2019 | 2 |
Grandmaster Capital Management LLC | 2 | 2 | 6.55% | 8.51% | 10.47% | Q4 2014 | Q1 2015 | 2 |
Holistic Financial Partners | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
COOPERMAN LEON G | 2 | 2 | 1.45% | 2.07% | 2.69% | Q2 2023 | Q3 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q1 2019 | 2 |
NORTHSTAR INVESTMENT ADVISORS LLC | 2 | 2 | 0.50% | 0.50% | 0.50% | Q1 2021 | Q2 2021 | 2 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q4 2022 | 2 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.02% | 0.38% | 0.75% | Q4 2017 | Q1 2018 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q3 2015 | Q4 2015 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.05% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 2 |
Ada Investment Management, LP | 2 | 2 | 0.20% | 0.24% | 0.27% | Q3 2015 | Q4 2015 | 2 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Bellecapital International Ltd. | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2020 | Q2 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2015 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q1 2015 | 2 |
COWEN INC. | 2 | 2 | 0.02% | 0.29% | 0.56% | Q1 2015 | Q2 2015 | 2 |
Peoples Bank/KS | 2 | 2 | 1.48% | 1.49% | 1.49% | Q3 2023 | Q4 2023 | 2 |
MRA Advisory Group | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.10% | 0.20% | Q4 2022 | Q1 2023 | 2 |
Sterling Manor Financial, LLC | 1 | 1 | 0.24% | 0.48% | 0.71% | Q2 2022 | Q4 2022 | 2 |
Heron Bay Capital Management | 2 | 2 | 0.31% | 1.20% | 2.09% | Q4 2020 | Q1 2021 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.42% | 0.74% | Q4 2019 | Q4 2022 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q2 2021 | 2 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.08% | 0.21% | 0.33% | Q4 2018 | Q4 2018 | 2 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.06% | 0.11% | Q4 2020 | Q1 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 2 |
HCR Wealth Advisors | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q3 2019 | 2 |
FORTEM FINANCIAL GROUP, LLC | 2 | 2 | 0.22% | 0.33% | 0.44% | Q2 2023 | Q3 2023 | 2 |
TriaGen Wealth Management LLC | 2 | 2 | 0.24% | 0.27% | 0.30% | Q3 2022 | Q4 2022 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
HARVEST MANAGEMENT LLC | 2 | 2 | 0.20% | 0.30% | 0.40% | Q2 2016 | Q3 2016 | 2 |
ICC CAPITAL MANAGEMENT INC/ | 2 | 2 | 0.79% | 0.87% | 0.96% | Q4 2014 | Q1 2015 | 2 |
Cypress Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.97% | 1.08% | 1.18% | Q2 2023 | Q3 2023 | 2 |
Greystone Financial Group, LLC | 2 | 2 | 0.81% | 0.94% | 1.08% | Q2 2023 | Q3 2023 | 2 |
Bain Capital Public Equity Management, LLC | 2 | 2 | 0.57% | 1.40% | 2.23% | Q1 2017 | Q2 2017 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
GENESEE VALLEY TRUST CO | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2014 | Q1 2015 | 2 |
CKW FINANCIAL GROUP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Tourbillon Capital Partners, L.P. | 2 | 2 | 1.02% | 1.03% | 1.05% | Q1 2018 | Q2 2018 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.22% | 0.72% | 1.22% | Q3 2016 | Q3 2017 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
SCHRODERS IS Ltd | 2 | 2 | 0.21% | 0.23% | 0.25% | Q1 2022 | Q2 2022 | 2 |
Tyrian Investments, L.P. | 2 | 2 | 1.00% | 1.72% | 2.43% | Q2 2016 | Q3 2016 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.83% | 1.05% | 1.27% | Q2 2023 | Q3 2023 | 2 |
CHASE INVESTMENT COUNSEL CORP | 2 | 2 | 1.05% | 1.27% | 1.49% | Q4 2018 | Q1 2019 | 2 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.38% | 0.75% | Q1 2023 | Q3 2023 | 2 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 1.42% | 1.57% | 1.72% | Q4 2014 | Q2 2015 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.93% | 1.06% | 1.19% | Q2 2015 | Q4 2015 | 2 |
GRIES FINANCIAL LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q2 2021 | 2 |
SeaStone Capital Management, L.P. | 2 | 2 | 6.62% | 9.51% | 12.40% | Q4 2015 | Q1 2016 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Deuterium Capital Management, LLC | 2 | 2 | 0.75% | 0.76% | 0.76% | Q1 2022 | Q2 2022 | 2 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.67% | 0.93% | 1.20% | Q2 2022 | Q4 2022 | 2 |
MIG Capital, LLC | 1 | 1 | 0.05% | 4.58% | 9.10% | Q2 2018 | Q3 2023 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2021 | 2 |
Perceptive Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q1 2017 | 2 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 1 | 1 | 2.72% | 3.06% | 3.39% | Q2 2019 | Q4 2019 | 2 |
FRIESS ASSOCIATES LLC | 2 | 2 | 1.46% | 1.46% | 1.47% | Q2 2018 | Q3 2018 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
COLUMBUS CIRCLE INVESTORS | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2015 | Q3 2015 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Smith Anglin Financial, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Green Owl Capital Management, LLC | 1 | 1 | 1.27% | 3.07% | 4.87% | Q2 2016 | Q2 2016 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.35% | 0.69% | Q4 2022 | Q3 2023 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q2 2015 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.05% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Riverwater Partners LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Taika Capital, LP | 2 | 2 | 0.82% | 1.35% | 1.88% | Q2 2023 | Q3 2023 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.62% | 0.63% | 0.65% | Q3 2019 | Q4 2019 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q4 2017 | Q1 2018 | 2 |
BANK OF EDWARDSVILLE | 2 | 2 | 0.48% | 0.54% | 0.60% | Q1 2019 | Q2 2019 | 2 |
Evergreen Wealth Management, LLC | 2 | 2 | 1.18% | 1.25% | 1.32% | Q2 2023 | Q3 2023 | 2 |
CONTINENTAL ADVISORS LLC | 2 | 2 | 0.34% | 0.52% | 0.70% | Q2 2015 | Q3 2015 | 2 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 2 |
Mount Capital Ltd | 2 | 2 | 0.88% | 0.91% | 0.94% | Q4 2022 | Q1 2023 | 2 |
T. Rowe Price Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Quantedge Capital Pte Ltd | 2 | 2 | 0.42% | 0.42% | 0.42% | Q2 2021 | Q3 2021 | 2 |
BOSTON FAMILY OFFICE LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
REYNOLDS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.22% | 0.25% | 0.28% | Q1 2015 | Q2 2015 | 2 |
DAVIS SELECTED ADVISERS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.47% | 0.48% | 0.50% | Q4 2022 | Q1 2023 | 2 |
Sonoma Private Wealth LLC | 2 | 2 | 0.56% | 0.60% | 0.64% | Q2 2023 | Q3 2023 | 2 |
Soros Fund Management | 2 | 2 | 0.14% | 0.29% | 0.44% | Q1 2016 | Q2 2016 | 2 |
GLG Partners LP | 2 | 2 | 0.47% | 0.60% | 0.73% | Q3 2015 | Q4 2015 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.49% | 0.51% | 0.53% | Q4 2021 | Q1 2022 | 2 |
Madison Asset Management, LLC | 2 | 2 | 0.61% | 0.63% | 0.64% | Q2 2023 | Q3 2023 | 2 |
TAYLOR ASSET MANAGEMENT INC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q3 2016 | Q4 2016 | 2 |
Portman Square Capital LLP | 1 | 1 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q4 2022 | 2 |
Scoria Capital Partners LP | 2 | 2 | 0.30% | 0.37% | 0.44% | Q1 2015 | Q2 2015 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
GUARDIAN INVESTOR SERVICES LLC | 2 | 2 | 0.19% | 0.21% | 0.22% | Q4 2014 | Q1 2015 | 2 |
CCM INVESTMENT ADVISERS LLC | 2 | 2 | 1.63% | 1.66% | 1.69% | Q1 2016 | Q2 2016 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2018 | 2 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Carson Advisory Inc. | 2 | 2 | 0.27% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Winch Advisory Services, LLC | 2 | 2 | 1.72% | 2.03% | 2.35% | Q1 2015 | Q2 2015 | 2 |
Sabal Trust CO | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 0.47% | 0.50% | 0.54% | Q4 2021 | Q3 2023 | 2 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2023 | 2 |
River Road Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Bridgefront Capital, LLC | 2 | 2 | 0.31% | 0.36% | 0.41% | Q1 2023 | Q2 2023 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q1 2017 | 2 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.18% | 1.78% | 2.38% | Q4 2017 | Q3 2022 | 2 |
Beech Hill Advisors, Inc. | 2 | 2 | 0.87% | 0.94% | 1.00% | Q1 2016 | Q2 2016 | 2 |
Blackston Financial Advisory Group, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q4 2022 | 2 |
TIG Advisors, LLC | 1 | 1 | 0.01% | 0.15% | 0.29% | Q3 2015 | Q2 2016 | 2 |
Egerton Capital (UK) LLP | 2 | 2 | 0.55% | 0.98% | 1.41% | Q4 2018 | Q1 2019 | 2 |
REGATTA CAPITAL GROUP, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 1.46% | 1.50% | 1.54% | Q1 2019 | Q3 2022 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.08% | 0.18% | 0.28% | Q4 2019 | Q2 2020 | 2 |
Creative Capital Management Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Hexavest Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.17% | 0.27% | 0.38% | Q4 2022 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Taconic Capital Advisors LP | 2 | 2 | 0.46% | 0.56% | 0.65% | Q3 2016 | Q4 2016 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.26% | 0.47% | 0.68% | Q1 2017 | Q2 2020 | 2 |
Tiger Legatus Capital Management, LLC | 2 | 2 | 2.51% | 3.27% | 4.03% | Q1 2019 | Q2 2019 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
INR ADVISORY SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Woodline Partners LP | 1 | 1 | 0.22% | 0.41% | 0.60% | Q1 2020 | Q2 2022 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Redwood Investment Management, LLC | 2 | 2 | 0.04% | 0.10% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Insight Folios Inc | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Relyea Zuckerberg Hanson LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.05% | 0.24% | 0.43% | Q2 2022 | Q3 2022 | 2 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.54% | 0.99% | 1.43% | Q1 2022 | Q2 2022 | 2 |
Live Oak Private Wealth LLC | 2 | 2 | 0.61% | 0.61% | 0.61% | Q4 2019 | Q1 2020 | 2 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 2 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 2 |
Iron Triangle Partners LP | 1 | 1 | 3.60% | 4.00% | 4.40% | Q4 2019 | Q3 2020 | 2 |
BRYN MAWR TRUST Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Adero Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 2 |
Greenspring Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q1 2019 | Q2 2019 | 2 |
McAdam, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Parsifal Capital Management, LP | 1 | 1 | 2.54% | 2.58% | 2.63% | Q4 2019 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.43% | 0.51% | 0.59% | Q2 2023 | Q3 2023 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 1.14% | 1.20% | 1.25% | Q2 2021 | Q3 2021 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2019 | Q1 2020 | 2 |
Odey Asset Management Group Ltd | 2 | 2 | 0.10% | 0.11% | 0.13% | Q4 2014 | Q1 2015 | 2 |
SeaTown Holdings Pte. Ltd. | 2 | 2 | 4.12% | 5.01% | 5.90% | Q3 2016 | Q4 2016 | 2 |
KMG FIDUCIARY PARTNERS, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.38% | 0.41% | 0.44% | Q1 2017 | Q2 2017 | 2 |
Quinn Opportunity Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Credit Capital Investments LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2023 | Q1 2023 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2023 | Q3 2023 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Hatteras Investment Partners, LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2015 | Q1 2015 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2017 | Q4 2017 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BHK Investment Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
American Money Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2020 | Q1 2020 | 1 |
Parplus Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
AMS Capital Ltda | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2018 | Q2 2018 | 1 |
VERNIER CAPITAL PARTNERS, LP | 1 | 1 | 2.88% | 2.88% | 2.88% | Q4 2017 | Q4 2017 | 1 |
Diametric Capital, LP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2022 | Q2 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Fluent Financial, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
GUARDIAN POINT CAPITAL, LP | 1 | 1 | 6.61% | 6.61% | 6.61% | Q3 2023 | Q3 2023 | 1 |
Concourse Capital Management, LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q4 2018 | Q4 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ghost Tree Capital, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2015 | Q2 2015 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Cordasco Financial Network | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2019 | Q4 2019 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EA Series Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2019 | Q1 2019 | 1 |
Luken Investment Analytics, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PURA VIDA INVESTMENTS, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2020 | Q4 2020 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Black Maple Capital Management LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2015 | Q4 2015 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
BLUE JAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.93% | 3.93% | 3.93% | Q1 2015 | Q1 2015 | 1 |
Leonard Rickey Investment Advisors P.L.L.C. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2022 | Q2 2022 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Carlson Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
DLD Asset Management, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
Rikoon Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Callodine Capital Management, LP | 1 | 1 | 1.94% | 1.94% | 1.94% | Q3 2023 | Q3 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2016 | Q4 2016 | 1 |
Shorepoint Capital Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2021 | Q3 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2017 | Q2 2017 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2019 | Q1 2019 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2014 | Q4 2014 | 1 |
Hillcrest Wealth Advisors - NY, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2020 | Q3 2020 | 1 |
MAZAMA CAPITAL MANAGEMENT INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2014 | Q4 2014 | 1 |
Adamant Biomedical Investments AG | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2014 | Q4 2014 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
LAKE STREET FINANCIAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Standard Investments LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2015 | Q2 2015 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2017 | Q4 2017 | 1 |
Leap Investments LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2020 | Q2 2020 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Corvex Management LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2020 | Q1 2020 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CXI Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GAVEA INVESTIMENTOS LTDA | 1 | 1 | 6.41% | 6.41% | 6.41% | Q3 2020 | Q3 2020 | 1 |
Watson Rebecca | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Bay Rivers Group | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Jump Trading, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Meru Capital Group, LP | 1 | 1 | 2.41% | 2.41% | 2.41% | Q1 2017 | Q1 2017 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
JSF Financial, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Marks Group Wealth Management, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2017 | Q1 2017 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
abrdn Investment Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
RIVER GLOBAL INVESTORS LLP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
REBALANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Scarborough Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Navalign, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Safir Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Platform Technology Partners | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Voleon Capital Management LP | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2019 | Q3 2019 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Rede Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Saiers Capital, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2015 | Q1 2015 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Quotient Investors, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2015 | Q3 2015 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
AAFMAA Wealth Management & Trust LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2022 | Q3 2022 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
CQS Cayman LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
AMARILLO NATIONAL BANK | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2014 | Q4 2014 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Triatomic Management LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2017 | Q3 2017 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Keystone Financial Services | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Newport Capital Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
CADIAN CAPITAL MANAGEMENT, LP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2017 | Q1 2017 | 1 |
MARATHON ASSET MANAGEMENT LLP | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2014 | Q4 2014 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VELA Investment Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Fifth Third Wealth Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
CAPITAL ONE FINANCIAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Roof Eidam Maycock Peralta, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2021 | Q1 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEALTH EFFECTS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
D L CARLSON INVESTMENT GROUP INC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2014 | Q4 2014 | 1 |
Guardian Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Fingerlakes Wealth Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
Next Level Private LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2022 | Q2 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CTC Capital Management, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2022 | Q2 2022 | 1 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Eschler Asset Management LLP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Brahman Capital Corp. | 1 | 1 | 3.77% | 3.77% | 3.77% | Q3 2023 | Q3 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
COMPASS FINANCIAL ADVISORS LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Montz Harcus Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Retireful, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2023 | Q2 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
EHP Funds Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Drake & Associates, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Catalyst Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
GCM Grosvenor Holdings, LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q3 2023 | Q3 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Gallacher Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Commonwealth Retirement Investments LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Heritage Wealth Partners, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Mendota Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
INVESCO, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VNBTrust, National Association | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
United Community Bank | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2014 | Q4 2014 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Choate Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2019 | Q1 2019 | 1 |
Salzman Financial Management | 1 | 1 | 8.86% | 8.86% | 8.86% | Q1 2020 | Q1 2020 | 1 |
Nicholas Investment Partners, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 1.90% | 1.90% | 1.90% | Q1 2023 | Q1 2023 | 1 |
Atlas Brown,Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
EQUITABLE TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2019 | Q3 2019 | 1 |
Maryland Capital Management | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2022 | Q3 2022 | 1 |
Cutler Capital Management, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2018 | Q2 2018 | 1 |
Miura Global Management | 1 | 1 | 2.46% | 2.46% | 2.46% | Q1 2019 | Q1 2019 | 1 |
Santa Fe Partners LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2015 | Q2 2015 | 1 |
Portolan Capital Management | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2015 | Q3 2015 | 1 |
IMS Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Allen Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Scott & Selber, Inc. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2018 | Q4 2018 | 1 |
Mountain Lake Investment Management LLC | 1 | 1 | 3.82% | 3.82% | 3.82% | Q4 2014 | Q4 2014 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q1 2020 | Q1 2020 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2016 | Q2 2016 | 1 |
CIBC BANK USA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
SILVERBACK ASSET MANAGEMENT LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2015 | Q3 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
BEACON TRUST CO | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2016 | Q2 2016 | 1 |
NOESIS CAPITAL MANGEMENT CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
LONDON CO OF VIRGINIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
DEARBORN PARTNERS LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2023 | Q3 2023 | 1 |
SONATA CAPITAL GROUP INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
CRAWFORD INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CYRUS CAPITAL PARTNERS, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
BILL & MELINDA GATES FOUNDATION TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Gardner Russo & Gardner | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
VAN DEN BERG MANAGEMENT I, INC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2023 | Q3 2023 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DE BURLO GROUP INC | 1 | 1 | 7.85% | 7.85% | 7.85% | Q2 2022 | Q2 2022 | 1 |
NEXT CENTURY GROWTH INVESTORS LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2019 | Q2 2019 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
WADE G W & INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
WEDGEWOOD INVESTORS INC /PA/ | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2018 | Q3 2018 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
SUFFOLK CAPITAL MANAGEMENT LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q1 2017 | Q1 2017 | 1 |
BAXTER BROS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
ALTA CAPITAL MANAGEMENT LLC/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Truvvo Partners LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
Steel Canyon Capital, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2019 | Q4 2019 | 1 |
Exane Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Asymmetry Capital Management, L.P. | 1 | 1 | 2.53% | 2.53% | 2.53% | Q2 2019 | Q2 2019 | 1 |
Brightworth | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2017 | Q2 2017 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Enlightenment Research, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2019 | Q1 2019 | 1 |
GOULD ASSET MANAGEMENT LLC /CA/ | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2016 | Q1 2016 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Lebenthal Wealth Advisors, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2016 | Q2 2016 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Symmetry Investments LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own ANTHEM INC or have owned ANTHEM INC in the past.