Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.20% | Q1 2012 | Q3 2023 | 124 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 122 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.43% | Q2 2013 | Q3 2023 | 116 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.13% | Q2 2013 | Q3 2023 | 111 |
Walleye Trading LLC | 40 | 1 | 0.00% | 0.02% | 0.34% | Q2 2013 | Q3 2023 | 98 |
Citadel Advisors | 31 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 98 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 89 |
MILLENNIUM MANAGEMENT LLC | 27 | 14 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 85 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 77 |
JANE STREET GROUP, LLC | 31 | 1 | 0.00% | 0.04% | 1.78% | Q1 2014 | Q3 2023 | 74 |
Twin Tree Management, LP | 16 | 1 | 0.00% | 0.06% | 0.29% | Q4 2012 | Q1 2023 | 73 |
Jefferies Group LLC | 12 | 2 | 0.00% | 0.04% | 0.47% | Q2 2013 | Q3 2022 | 72 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 69 |
HAP Trading, LLC | 17 | 1 | 0.00% | 0.11% | 1.16% | Q2 2013 | Q1 2023 | 66 |
Parallax Volatility Advisers, L.P. | 32 | 1 | 0.00% | 0.01% | 0.10% | Q2 2015 | Q3 2023 | 66 |
D. E. Shaw & Co., Inc. | 13 | 2 | 0.00% | 0.01% | 0.19% | Q2 2013 | Q3 2023 | 66 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 65 |
Cutler Group LLC / CA | 13 | 1 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2023 | 62 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.02% | 0.14% | Q1 2009 | Q3 2023 | 59 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.03% | 0.46% | Q1 2012 | Q3 2023 | 56 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 53 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q2 2018 | 52 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 50 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.02% | 0.07% | Q4 2010 | Q3 2022 | 48 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 48 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.14% | 0.35% | Q2 2013 | Q3 2023 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.01% | 0.05% | Q1 2012 | Q3 2023 | 47 |
GLENMEDE TRUST CO NA | 43 | 2 | 0.03% | 0.10% | 0.31% | Q2 2007 | Q3 2023 | 45 |
Weiss Multi-Strategy Advisers LLC | 29 | 1 | 0.01% | 0.12% | 0.33% | Q2 2013 | Q3 2023 | 45 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 45 |
Cubist Systematic Strategies, LLC | 21 | 16 | 0.00% | 0.03% | 0.18% | Q2 2014 | Q3 2023 | 45 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.54% | 0.80% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.02% | 0.03% | Q4 2012 | Q3 2023 | 44 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2017 | 43 |
COMMERCE BANK | 43 | 43 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
WOLVERINE ASSET MANAGEMENT LLC | 23 | 1 | 0.00% | 0.02% | 0.27% | Q2 2013 | Q3 2023 | 43 |
CAPITAL FUND MANAGEMENT S.A. | 8 | 1 | 0.00% | 0.04% | 0.26% | Q2 2013 | Q3 2023 | 43 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GRIMES & COMPANY, INC. | 42 | 42 | 0.01% | 0.18% | 2.01% | Q2 2013 | Q3 2023 | 42 |
Epoch Investment Partners, Inc. | 42 | 42 | 0.30% | 0.76% | 1.17% | Q2 2013 | Q3 2023 | 42 |
Hudock, Inc. | 42 | 42 | 0.05% | 0.13% | 0.52% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Veritable, L.P. | 26 | 16 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q2 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.22% | 0.40% | 0.64% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.15% | 0.25% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.05% | 0.09% | 0.29% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.07% | 0.45% | 0.88% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.03% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Mirae Asset Global Investments Co., Ltd. | 42 | 42 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MCKINLEY CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.16% | 0.46% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.07% | 0.22% | 0.78% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL LP | 42 | 42 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.01% | 0.20% | 0.84% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.02% | 1.35% | 2.86% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.12% | 0.21% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Garrison Asset Management, LLC | 42 | 42 | 0.28% | 0.41% | 0.65% | Q2 2013 | Q3 2023 | 42 |
LSV ASSET MANAGEMENT | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
LVM CAPITAL MANAGEMENT LTD/MI | 42 | 42 | 0.06% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TWO SIGMA SECURITIES, LLC | 10 | 2 | 0.00% | 0.02% | 0.15% | Q4 2017 | Q3 2023 | 41 |
Sandy Spring Bank | 38 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2023 | 41 |
BOKF, NA | 32 | 9 | 0.02% | 0.12% | 0.37% | Q2 2013 | Q3 2023 | 41 |
LPL Financial LLC | 29 | 12 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
GUARDIAN CAPITAL ADVISORS LP | 41 | 41 | 0.44% | 0.58% | 0.75% | Q3 2013 | Q3 2023 | 41 |
COURIER CAPITAL LLC | 41 | 41 | 0.04% | 0.06% | 0.08% | Q3 2013 | Q3 2023 | 41 |
AR ASSET MANAGEMENT INC | 41 | 41 | 0.09% | 0.12% | 0.16% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 1 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q2 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.02% | 0.04% | 0.17% | Q4 2013 | Q3 2023 | 40 |
Capital International Investors | 40 | 40 | 0.18% | 0.51% | 0.98% | Q4 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.06% | 0.12% | 0.25% | Q4 2013 | Q3 2023 | 40 |
Moors & Cabot, Inc. | 39 | 39 | 0.00% | 0.06% | 0.10% | Q1 2014 | Q3 2023 | 40 |
SYNOVUS FINANCIAL CORP | 24 | 16 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 40 |
Point72 Asset Management, L.P. | 15 | 5 | 0.00% | 0.26% | 1.05% | Q2 2014 | Q3 2023 | 40 |
INTRUST BANK NA | 22 | 7 | 0.04% | 0.16% | 0.61% | Q2 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 17 | 8 | 0.01% | 0.07% | 0.33% | Q2 2013 | Q3 2023 | 40 |
CIBC WORLD MARKET INC. | 30 | 3 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
Fruth Investment Management | 40 | 40 | 0.10% | 0.13% | 0.18% | Q4 2013 | Q3 2023 | 40 |
PEAK6 Investments LLC | 18 | 1 | 0.00% | 0.03% | 0.11% | Q3 2018 | Q3 2023 | 40 |
MONETARY MANAGEMENT GROUP INC | 40 | 40 | 0.05% | 0.11% | 0.38% | Q4 2013 | Q3 2023 | 40 |
First City Capital Management, Inc. | 38 | 1 | 0.36% | 0.49% | 0.75% | Q2 2013 | Q3 2023 | 39 |
CREDIT SUISSE AG/ | 17 | 4 | 0.00% | 0.02% | 0.12% | Q1 2013 | Q2 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.06% | 0.14% | Q1 2014 | Q3 2023 | 39 |
TORONTO DOMINION BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 39 |
1832 Asset Management L.P. | 39 | 39 | 0.00% | 0.04% | 0.39% | Q1 2014 | Q3 2023 | 39 |
Renaissance Technologies | 19 | 1 | 0.00% | 0.23% | 0.57% | Q2 2013 | Q3 2023 | 39 |
NORGES BANK | 24 | 2 | 0.00% | 0.03% | 0.14% | Q2 2012 | Q4 2022 | 39 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.03% | 0.09% | 0.73% | Q2 2013 | Q3 2022 | 38 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q3 2022 | 38 |
Columbia Asset Management | 22 | 6 | 0.06% | 0.14% | 0.18% | Q4 2013 | Q3 2023 | 38 |
FRANKLIN RESOURCES INC | 35 | 1 | 0.00% | 0.14% | 0.56% | Q4 2013 | Q3 2023 | 38 |
GABELLI FUNDS LLC | 38 | 38 | 0.00% | 0.04% | 0.06% | Q2 2014 | Q3 2023 | 38 |
NAPLES GLOBAL ADVISORS, LLC | 36 | 2 | 0.27% | 0.36% | 0.58% | Q1 2014 | Q3 2023 | 38 |
BANK OF HAWAII | 32 | 6 | 0.05% | 0.23% | 0.93% | Q2 2013 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 18 | 2 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 38 |
Focused Wealth Management, Inc | 19 | 18 | 0.01% | 0.04% | 0.33% | Q3 2013 | Q3 2023 | 37 |
BlackRock Inc. | 29 | 7 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2023 | 37 |
Texas Yale Capital Corp. | 37 | 37 | 0.03% | 0.05% | 0.08% | Q3 2014 | Q3 2023 | 37 |
GOFEN & GLOSSBERG LLC /IL/ | 37 | 37 | 0.01% | 0.10% | 0.26% | Q4 2013 | Q4 2022 | 37 |
ClearBridge Investments | 32 | 5 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 29 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 37 |
First Financial Bank - Trust Division | 20 | 17 | 0.02% | 0.04% | 0.08% | Q1 2013 | Q4 2023 | 37 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.12% | 0.24% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 36 |
TOMPKINS FINANCIAL CORP | 28 | 3 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.03% | 0.07% | 0.17% | Q2 2013 | Q1 2022 | 36 |
JENNISON ASSOCIATES LLC | 22 | 1 | 0.02% | 0.62% | 2.10% | Q1 2014 | Q3 2023 | 36 |
B. Riley Wealth Advisors, Inc. | 17 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 36 |
SIGNATUREFD, LLC | 27 | 1 | 0.00% | 0.05% | 0.12% | Q4 2013 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 34 | 2 | 0.01% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 36 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 20 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 36 |
BALYASNY ASSET MANAGEMENT L.P. | 17 | 1 | 0.00% | 0.12% | 0.44% | Q3 2013 | Q3 2023 | 36 |
PRICE T ROWE ASSOCIATES INC /MD/ | 29 | 4 | 0.00% | 0.21% | 0.75% | Q2 2013 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.01% | 0.09% | 0.32% | Q2 2013 | Q1 2022 | 36 |
MACKENZIE FINANCIAL CORP | 27 | 8 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 35 |
SEARLE & CO. | 29 | 6 | 0.74% | 0.92% | 1.26% | Q4 2014 | Q3 2023 | 35 |
Huber Capital Management LLC | 35 | 35 | 0.00% | 0.06% | 0.19% | Q1 2014 | Q3 2022 | 35 |
PINNACLE ASSOCIATES LTD | 35 | 35 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 35 |
Plante Moran Financial Advisors, LLC | 29 | 1 | 0.00% | 0.04% | 0.10% | Q3 2013 | Q2 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 28 | 7 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 35 |
Stockman Wealth Management, Inc. | 35 | 35 | 0.15% | 0.85% | 2.05% | Q1 2015 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
FDx Advisors, Inc. | 25 | 4 | 0.01% | 0.09% | 0.18% | Q4 2013 | Q3 2023 | 35 |
Freedom Investment Management, Inc. | 25 | 1 | 0.02% | 0.05% | 0.18% | Q4 2013 | Q3 2023 | 35 |
New England Research & Management, Inc. | 30 | 5 | 0.14% | 0.29% | 0.67% | Q2 2014 | Q3 2023 | 35 |
Roble, Belko & Company, Inc | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Cordasco Financial Network | 35 | 35 | 0.04% | 0.18% | 0.33% | Q4 2013 | Q2 2022 | 35 |
CONTINENTAL ADVISORS LLC | 29 | 29 | 0.11% | 0.65% | 1.24% | Q2 2013 | Q2 2020 | 35 |
JANUS HENDERSON GROUP PLC | 31 | 4 | 0.00% | 0.05% | 0.18% | Q3 2014 | Q3 2023 | 35 |
Capital International Sarl | 35 | 35 | 0.05% | 0.29% | 0.82% | Q1 2015 | Q3 2023 | 35 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2021 | 34 |
Carroll Financial Associates, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Azimuth Capital Management LLC | 34 | 34 | 0.14% | 0.22% | 0.29% | Q4 2013 | Q1 2022 | 34 |
WEDBUSH SECURITIES INC | 29 | 1 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 34 |
Caption Management, LLC | 12 | 1 | 0.00% | 0.15% | 0.60% | Q2 2020 | Q3 2023 | 34 |
Patten Group, Inc. | 34 | 34 | 0.01% | 0.62% | 1.38% | Q2 2015 | Q3 2023 | 34 |
CLEAR STREET MARKETS LLC | 11 | 1 | 0.00% | 0.10% | 0.68% | Q2 2014 | Q3 2023 | 34 |
Financial Architects, Inc | 18 | 1 | 0.00% | 0.03% | 0.26% | Q2 2013 | Q2 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.11% | 0.28% | Q2 2015 | Q3 2023 | 34 |
AMERICAN NATIONAL INSURANCE CO | 34 | 34 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2021 | 34 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.04% | 0.10% | 0.28% | Q4 2012 | Q1 2021 | 33 |
LOGAN CAPITAL MANAGEMENT INC | 33 | 33 | 0.00% | 0.07% | 0.15% | Q2 2015 | Q2 2023 | 33 |
HOWLAND CAPITAL MANAGEMENT LLC | 31 | 1 | 0.05% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 33 |
Fisher Asset Management, LLC | 33 | 33 | 0.00% | 0.53% | 1.00% | Q3 2015 | Q3 2023 | 33 |
Allianz Asset Management GmbH | 27 | 6 | 0.00% | 0.13% | 0.86% | Q2 2013 | Q2 2022 | 33 |
PRIMECAP MANAGEMENT CO/CA/ | 33 | 33 | 0.01% | 1.67% | 2.79% | Q3 2015 | Q3 2023 | 33 |
Citizens Business Bank | 26 | 7 | 0.07% | 0.22% | 0.50% | Q1 2014 | Q2 2022 | 33 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 33 | 33 | 0.02% | 0.04% | 0.09% | Q3 2015 | Q3 2023 | 33 |
Archford Capital Strategies, LLC | 20 | 1 | 0.11% | 0.55% | 1.07% | Q4 2014 | Q3 2023 | 33 |
TODD ASSET MANAGEMENT LLC | 26 | 6 | 0.02% | 0.22% | 0.75% | Q2 2013 | Q3 2023 | 32 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 27 | 1 | 0.00% | 0.04% | 0.15% | Q3 2013 | Q3 2023 | 32 |
TWO SIGMA INVESTMENTS, LP | 11 | 1 | 0.00% | 0.09% | 0.35% | Q2 2013 | Q3 2023 | 32 |
DODGE & COX | 32 | 32 | 0.01% | 0.85% | 1.81% | Q4 2015 | Q3 2023 | 32 |
Johnson Financial Group, Inc. | 26 | 6 | 0.00% | 0.08% | 0.43% | Q2 2013 | Q4 2021 | 32 |
AMP Capital Investors Ltd | 25 | 7 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2021 | 32 |
Grove Bank & Trust | 32 | 32 | 0.13% | 0.21% | 0.36% | Q4 2015 | Q3 2023 | 32 |
PROSPECTOR PARTNERS LLC | 32 | 32 | 0.04% | 0.21% | 0.57% | Q4 2015 | Q3 2023 | 32 |
WHITTIER TRUST CO | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.04% | 0.34% | Q1 2016 | Q3 2023 | 31 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19 | 1 | 0.00% | 0.27% | 2.04% | Q2 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.13% | 0.25% | 0.43% | Q2 2013 | Q4 2020 | 31 |
Vident Investment Advisory, LLC | 31 | 31 | 0.02% | 0.07% | 0.14% | Q4 2015 | Q2 2023 | 31 |
ALLIANCEBERNSTEIN L.P. | 23 | 8 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 31 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 29 | 2 | 0.51% | 0.72% | 1.05% | Q4 2013 | Q3 2023 | 31 |
Fiera Capital Corp | 20 | 3 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 31 |
Tekla Capital Management LLC | 30 | 30 | 0.14% | 1.07% | 2.92% | Q1 2016 | Q2 2023 | 31 |
FIRST TRUST ADVISORS LP | 16 | 3 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 31 |
TWO SIGMA ADVISERS, LP | 13 | 1 | 0.00% | 0.05% | 0.47% | Q2 2013 | Q3 2023 | 31 |
PRIVATE TRUST CO NA | 24 | 7 | 0.02% | 0.07% | 0.32% | Q1 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
CWM, LLC | 20 | 1 | 0.00% | 0.01% | 0.16% | Q3 2013 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.02% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 31 |
BANQUE PICTET & CIE SA | 30 | 30 | 0.00% | 0.28% | 0.43% | Q2 2016 | Q3 2023 | 30 |
Sigma Planning Corp | 27 | 1 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 18 | 2 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 30 |
ADVISOR PARTNERS LLC | 19 | 11 | 0.04% | 0.18% | 0.34% | Q2 2013 | Q2 2022 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.05% | 0.31% | 0.52% | Q2 2016 | Q3 2023 | 30 |
Pinkerton Retirement Specialists, LLC | 30 | 30 | 0.38% | 0.90% | 1.52% | Q2 2016 | Q3 2023 | 30 |
Pictet North America Advisors SA | 30 | 30 | 0.76% | 2.36% | 3.54% | Q2 2016 | Q3 2023 | 30 |
BECKER CAPITAL MANAGEMENT INC | 30 | 30 | 1.04% | 1.62% | 2.17% | Q2 2016 | Q3 2023 | 30 |
OLD SECOND NATIONAL BANK OF AURORA | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Bray Capital Advisors | 28 | 1 | 0.12% | 0.17% | 0.22% | Q1 2015 | Q3 2023 | 30 |
Buckingham Capital Management, Inc. | 26 | 4 | 0.13% | 1.17% | 2.35% | Q2 2013 | Q3 2023 | 30 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 30 | 30 | 0.04% | 0.38% | 1.38% | Q2 2013 | Q3 2020 | 30 |
First Allied Advisory Services, Inc. | 25 | 4 | 0.01% | 0.05% | 0.28% | Q2 2013 | Q3 2020 | 29 |
Frontier Wealth Management LLC | 29 | 29 | 0.02% | 0.15% | 0.24% | Q2 2015 | Q2 2022 | 29 |
FRED ALGER MANAGEMENT, LLC | 29 | 29 | 0.00% | 0.12% | 0.76% | Q3 2016 | Q3 2023 | 29 |
Nuveen Asset Management, LLC | 18 | 4 | 0.00% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 29 |
NTV ASSET MANAGEMENT LLC | 29 | 29 | 0.06% | 0.08% | 0.10% | Q3 2016 | Q3 2023 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.28% | 0.40% | 0.61% | Q4 2013 | Q4 2020 | 29 |
ADIRONDACK TRUST CO | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.04% | 0.17% | Q4 2016 | Q3 2023 | 29 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q3 2023 | 29 |
INTEGRAL DERIVATIVES, LLC | 8 | 8 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q4 2017 | 29 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 29 | 29 | 0.31% | 0.55% | 0.68% | Q3 2016 | Q3 2023 | 29 |
Tortoise Investment Management, LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Snowden Capital Advisors LLC | 21 | 8 | 0.02% | 0.06% | 0.18% | Q2 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2020 | 29 |
Dorsey & Whitney Trust CO LLC | 27 | 1 | 0.05% | 0.08% | 0.12% | Q3 2016 | Q3 2023 | 28 |
PEOPLES FINANCIAL SERVICES CORP. | 27 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
CAPITAL INTERNATIONAL LTD /CA/ | 22 | 6 | 0.07% | 0.31% | 1.00% | Q1 2015 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.03% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 28 |
EASTERN BANK | 28 | 28 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q4 2020 | 28 |
Capital International, Inc./CA/ | 17 | 11 | 0.01% | 0.06% | 0.18% | Q1 2015 | Q3 2023 | 28 |
Avalon Investment & Advisory | 25 | 3 | 0.01% | 0.05% | 0.13% | Q2 2015 | Q1 2023 | 28 |
ADVISORS MANAGEMENT GROUP INC /ADV | 27 | 1 | 0.09% | 0.12% | 0.16% | Q4 2015 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.01% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.09% | 0.28% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.06% | 0.14% | 0.20% | Q2 2013 | Q1 2020 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.09% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
BROWN BROTHERS HARRIMAN & CO | 21 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 28 |
Simplicity Solutions, LLC | 28 | 28 | 0.03% | 0.12% | 0.32% | Q4 2016 | Q3 2023 | 28 |
Cetera Advisor Networks LLC | 18 | 2 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 28 |
Atria Investments, Inc | 16 | 12 | 0.02% | 0.07% | 0.13% | Q3 2016 | Q3 2023 | 28 |
Bollard Group LLC | 19 | 9 | 0.00% | 0.05% | 0.11% | Q4 2014 | Q3 2023 | 28 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 28 | 28 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q1 2020 | 28 |
JNBA Financial Advisors | 27 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 27 |
COUNTRY TRUST BANK | 25 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 27 |
Argent Trust Co | 13 | 3 | 0.02% | 0.09% | 0.23% | Q4 2014 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
PARK CIRCLE Co | 24 | 3 | 0.40% | 2.38% | 3.84% | Q1 2014 | Q4 2020 | 27 |
FCA CORP /TX | 27 | 27 | 0.07% | 0.15% | 0.22% | Q1 2017 | Q3 2023 | 27 |
Cullen Capital Management, LLC | 27 | 27 | 0.08% | 1.52% | 2.72% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
Vigilant Capital Management, LLC | 27 | 27 | 0.00% | 1.34% | 2.50% | Q4 2016 | Q2 2023 | 27 |
Oakworth Capital, Inc. | 27 | 27 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 27 |
FIDUCIARY TRUST INTERNATIONAL LLC | 16 | 11 | 0.87% | 1.28% | 3.04% | Q2 2013 | Q1 2020 | 27 |
Parkwood LLC | 19 | 1 | 0.21% | 1.59% | 2.83% | Q4 2013 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.01% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 27 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 27 | 27 | 0.22% | 1.48% | 2.38% | Q2 2013 | Q4 2019 | 27 |
CIBC Asset Management Inc | 13 | 4 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 27 |
Voya Financial Advisors, Inc. | 19 | 8 | 0.02% | 0.05% | 0.10% | Q3 2016 | Q3 2023 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q4 2021 | 27 |
MARSHALL WACE, LLP | 12 | 1 | 0.00% | 0.19% | 0.80% | Q1 2014 | Q3 2023 | 27 |
Garner Asset Management Corp | 26 | 26 | 0.16% | 0.23% | 0.32% | Q2 2017 | Q3 2023 | 26 |
STATE STREET CORP | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 24 | 2 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 26 |
Janney Capital Management LLC | 20 | 6 | 0.79% | 1.11% | 1.39% | Q4 2013 | Q3 2020 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.09% | 0.21% | Q2 2013 | Q3 2019 | 26 |
INGALLS & SNYDER LLC | 12 | 2 | 0.04% | 0.11% | 0.24% | Q2 2016 | Q3 2023 | 26 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 26 |
COLONY GROUP LLC | 19 | 7 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 26 |
ACADIAN ASSET MANAGEMENT LLC | 13 | 5 | 0.00% | 0.04% | 0.23% | Q3 2013 | Q3 2023 | 26 |
WESTPORT ASSET MANAGEMENT INC | 26 | 26 | 0.15% | 0.42% | 0.65% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2019 | 26 |
Jacobi Capital Management LLC | 26 | 26 | 0.01% | 0.06% | 0.11% | Q2 2017 | Q3 2023 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
CIBC Private Wealth Group, LLC | 24 | 2 | 0.00% | 0.64% | 1.84% | Q3 2015 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.03% | 0.06% | 0.11% | Q3 2016 | Q3 2023 | 26 |
OPTIMUM INVESTMENT ADVISORS | 24 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q4 2023 | 26 |
JOHNSON INVESTMENT COUNSEL INC | 17 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 26 |
SKBA CAPITAL MANAGEMENT LLC | 26 | 26 | 0.82% | 1.27% | 1.70% | Q2 2017 | Q3 2023 | 26 |
NOMURA HOLDINGS INC | 9 | 7 | 0.00% | 0.04% | 0.51% | Q3 2013 | Q1 2023 | 26 |
GREENLEAF TRUST | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
MITCHELL CAPITAL MANAGEMENT CO | 25 | 25 | 0.08% | 0.26% | 0.43% | Q3 2017 | Q3 2023 | 25 |
WEST PACES ADVISORS INC. | 22 | 3 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 25 |
Compagnie Lombard Odier SCmA | 20 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 25 |
TIAA, FSB | 25 | 25 | 0.00% | 0.01% | 0.08% | Q2 2017 | Q2 2023 | 25 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 25 | 25 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2019 | 25 |
EXANE DERIVATIVES | 7 | 4 | 0.00% | 0.12% | 1.21% | Q4 2014 | Q4 2017 | 25 |
Princeton Portfolio Strategies Group LLC | 25 | 25 | 0.09% | 0.18% | 0.31% | Q2 2015 | Q2 2021 | 25 |
SALEM INVESTMENT COUNSELORS INC | 19 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 25 |
KINGS POINT CAPITAL MANAGEMENT | 12 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2022 | 25 |
MV CAPITAL MANAGEMENT, INC. | 16 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.01% | 0.07% | 0.33% | Q2 2013 | Q3 2023 | 25 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.00% | 0.47% | 1.05% | Q1 2009 | Q4 2020 | 25 |
Valeo Financial Advisors, LLC | 15 | 9 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 25 |
MOODY NATIONAL BANK TRUST DIVISION | 21 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 25 |
OPPENHEIMER ASSET MANAGEMENT INC. | 15 | 10 | 0.01% | 0.15% | 0.40% | Q1 2017 | Q3 2023 | 25 |
FULTON BANK, N.A. | 10 | 4 | 0.01% | 0.13% | 0.50% | Q2 2013 | Q4 2023 | 25 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 9 | 1 | 0.00% | 0.10% | 0.33% | Q3 2013 | Q3 2023 | 25 |
M&R CAPITAL MANAGEMENT INC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2023 | 25 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 15 | 2 | 0.01% | 0.48% | 1.19% | Q1 2017 | Q3 2023 | 25 |
XR Securities LLC | 12 | 1 | 0.00% | 0.03% | 0.12% | Q1 2019 | Q4 2022 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.06% | 0.42% | 0.97% | Q3 2016 | Q3 2022 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Cornerstone Advisors, Inc. | 25 | 25 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2019 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.00% | 0.42% | 1.06% | Q2 2013 | Q2 2019 | 25 |
SG Americas Securities, LLC | 15 | 1 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 23 | 1 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2019 | 24 |
FLAGSHIP HARBOR ADVISORS, LLC | 24 | 24 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Connor, Clark & Lunn Investment Management Ltd. | 11 | 1 | 0.00% | 0.03% | 0.34% | Q1 2014 | Q3 2023 | 24 |
Itau Unibanco Holding S.A. | 13 | 11 | 0.00% | 0.05% | 0.18% | Q1 2017 | Q3 2023 | 24 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.24% | 1.39% | Q2 2013 | Q4 2022 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.08% | 0.11% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Investors Research Corp | 24 | 24 | 0.06% | 0.14% | 0.21% | Q4 2017 | Q3 2023 | 24 |
RMB Capital Management, LLC | 19 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 24 |
ETRADE Capital Management LLC | 20 | 4 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2020 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.08% | 0.23% | 0.60% | Q4 2017 | Q3 2023 | 24 |
Hardman Johnston Global Advisors LLC | 24 | 24 | 1.10% | 1.90% | 2.78% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.10% | Q4 2017 | Q3 2023 | 24 |
PANAGORA ASSET MANAGEMENT INC | 16 | 2 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 24 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2023 | 24 |
TCW GROUP INC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 23 |
Aries Wealth Management | 17 | 6 | 0.22% | 0.30% | 0.40% | Q4 2017 | Q3 2023 | 23 |
PRELUDE CAPITAL MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.03% | 0.13% | Q1 2013 | Q3 2022 | 23 |
WRAPMANAGER INC | 13 | 5 | 0.06% | 0.24% | 0.60% | Q4 2015 | Q2 2023 | 23 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 9 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 23 |
DUBUQUE BANK & TRUST CO | 12 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.10% | 0.30% | 0.52% | Q1 2018 | Q3 2023 | 23 |
Lester Murray Antman dba SimplyRich | 18 | 5 | 0.33% | 0.42% | 0.59% | Q4 2017 | Q3 2023 | 23 |
Berkeley Capital Partners, LLC | 23 | 23 | 0.23% | 0.56% | 1.06% | Q2 2016 | Q4 2021 | 23 |
First Bank & Trust | 23 | 23 | 0.00% | 0.43% | 1.57% | Q4 2016 | Q2 2022 | 23 |
CULLEN/FROST BANKERS, INC. | 23 | 23 | 0.01% | 0.18% | 0.37% | Q1 2018 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2018 | 23 |
Caprock Group, LLC | 20 | 3 | 0.03% | 0.06% | 0.08% | Q1 2016 | Q3 2023 | 23 |
Prospera Financial Services Inc | 19 | 4 | 0.02% | 0.13% | 0.47% | Q1 2014 | Q3 2023 | 23 |
SANDERS MORRIS HARRIS LLC | 16 | 2 | 0.06% | 0.14% | 0.30% | Q1 2016 | Q3 2023 | 23 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 23 | 23 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 23 |
Anchor Investment Management, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2023 | 23 |
THORNBURG INVESTMENT MANAGEMENT INC | 23 | 23 | 0.11% | 0.52% | 0.84% | Q1 2018 | Q3 2023 | 23 |
SouthState Corp | 23 | 23 | 0.21% | 0.36% | 0.50% | Q1 2018 | Q3 2023 | 23 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BAMCO INC /NY/ | 22 | 22 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Candriam S.C.A. | 15 | 7 | 0.01% | 0.14% | 0.42% | Q2 2016 | Q2 2023 | 22 |
SCOTIA CAPITAL INC. | 13 | 9 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 22 |
ZWJ INVESTMENT COUNSEL INC | 15 | 1 | 0.22% | 2.04% | 2.87% | Q4 2017 | Q3 2023 | 22 |
TEACHERS ADVISORS, LLC | 22 | 22 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q1 2019 | 22 |
Kendall Capital Management | 12 | 10 | 0.10% | 0.21% | 0.49% | Q4 2017 | Q3 2023 | 22 |
TEALWOOD ASSET MANAGEMENT INC | 12 | 10 | 0.98% | 1.47% | 2.07% | Q2 2018 | Q4 2023 | 22 |
ATLAS CAPITAL ADVISORS LLC | 22 | 22 | 0.10% | 0.19% | 0.45% | Q2 2018 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.06% | 0.12% | 0.24% | Q2 2018 | Q3 2023 | 22 |
PREMIER ASSET MANAGEMENT LLC | 22 | 22 | 0.09% | 0.19% | 0.37% | Q3 2013 | Q4 2018 | 22 |
Rockefeller Capital Management L.P. | 20 | 2 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 22 |
AFFINITY WEALTH MANAGEMENT LLC | 20 | 2 | 0.06% | 0.14% | 0.42% | Q2 2017 | Q3 2023 | 22 |
LVW Advisors, LLC | 19 | 3 | 0.06% | 0.21% | 0.32% | Q4 2014 | Q3 2023 | 22 |
CHILTON CAPITAL MANAGEMENT LLC | 22 | 22 | 0.02% | 1.05% | 1.30% | Q2 2018 | Q3 2023 | 22 |
CIDEL ASSET MANAGEMENT INC | 22 | 22 | 0.97% | 1.55% | 2.12% | Q2 2018 | Q3 2023 | 22 |
Clean Yield Group | 19 | 1 | 0.01% | 0.12% | 0.18% | Q1 2017 | Q3 2023 | 22 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.05% | 0.31% | Q2 2015 | Q2 2023 | 22 |
PARK NATIONAL CORP /OH/ | 22 | 22 | 0.16% | 0.51% | 0.90% | Q3 2018 | Q4 2023 | 22 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.01% | 0.02% | 0.09% | Q4 2013 | Q1 2019 | 22 |
Belpointe Asset Management LLC | 19 | 3 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q1 2023 | 22 |
Boston Trust Walden Corp | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Baldwin Investment Management, LLC | 21 | 21 | 0.05% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 15 | 6 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q2 2022 | 21 |
First Personal Financial Services | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2022 | 21 |
CREDIT AGRICOLE S A | 12 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 21 |
Glassman Wealth Services | 16 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.11% | 0.24% | 0.62% | Q3 2018 | Q3 2023 | 21 |
HighPoint Advisor Group LLC | 20 | 1 | 0.05% | 0.08% | 0.11% | Q4 2016 | Q2 2022 | 21 |
Hilltop Holdings Inc. | 17 | 4 | 0.04% | 0.18% | 0.44% | Q3 2013 | Q3 2020 | 21 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.28% | 1.29% | Q1 2016 | Q3 2023 | 21 |
KEATING INVESTMENT COUNSELORS INC | 20 | 1 | 0.11% | 1.70% | 4.01% | Q2 2016 | Q3 2023 | 21 |
Joel Isaacson & Co., LLC | 10 | 2 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 21 |
Yorktown Management & Research Co Inc | 11 | 10 | 0.04% | 0.14% | 0.40% | Q3 2013 | Q1 2019 | 21 |
FARALLON CAPITAL MANAGEMENT LLC | 12 | 9 | 0.09% | 1.12% | 2.38% | Q4 2016 | Q3 2023 | 21 |
SPHERA FUNDS MANAGEMENT LTD. | 15 | 1 | 0.35% | 4.00% | 7.85% | Q1 2015 | Q3 2023 | 21 |
GQG Partners LLC | 21 | 21 | 1.73% | 2.65% | 3.91% | Q3 2018 | Q3 2023 | 21 |
BAILARD, INC. | 19 | 2 | 0.04% | 0.22% | 0.36% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Lindbrook Capital, LLC | 20 | 20 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 20 |
PATHSTONE FAMILY OFFICE, LLC | 19 | 1 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 20 |
GENESEE VALLEY TRUST CO | 20 | 20 | 0.09% | 0.28% | 0.71% | Q2 2013 | Q1 2018 | 20 |
RELIANCE TRUST CO OF DELAWARE | 20 | 20 | 0.03% | 0.09% | 0.17% | Q4 2013 | Q3 2018 | 20 |
ALTFEST L J & CO INC | 11 | 2 | 0.09% | 0.48% | 1.68% | Q4 2013 | Q3 2023 | 20 |
SECURITY NATIONAL TRUST CO | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2021 | 20 |
Cetera Advisors LLC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
CKW FINANCIAL GROUP | 20 | 20 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2020 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Cascade Investment Advisors, Inc. | 19 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2023 | 20 |
Parkside Financial Bank & Trust | 12 | 1 | 0.00% | 0.10% | 0.24% | Q2 2013 | Q2 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q3 2020 | 20 |
MPS Loria Financial Planners, LLC | 20 | 20 | 0.09% | 0.19% | 0.31% | Q2 2017 | Q1 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2022 | 20 |
DELTA ASSET MANAGEMENT LLC/TN | 16 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
CATAWBA CAPITAL MANAGEMENT /VA | 20 | 20 | 0.21% | 0.27% | 0.36% | Q3 2013 | Q2 2018 | 20 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.07% | 0.28% | Q1 2016 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.26% | 0.37% | 0.73% | Q4 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.10% | 0.19% | 0.33% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 20 |
Mercer Capital Advisers, Inc. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2020 | 20 |
Mariner, LLC | 19 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.06% | 0.21% | Q4 2018 | Q3 2023 | 20 |
WealthPLAN Partners, LLC | 17 | 3 | 0.01% | 0.27% | 0.49% | Q1 2018 | Q2 2023 | 20 |
SIT INVESTMENT ASSOCIATES INC | 20 | 20 | 0.01% | 0.39% | 0.53% | Q4 2018 | Q3 2023 | 20 |
CenterStar Asset Management, LLC | 4 | 2 | 0.00% | 0.25% | 0.82% | Q3 2019 | Q4 2022 | 19 |
Hartford Financial Management Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2019 | 19 |
Proficio Capital Partners LLC | 15 | 1 | 0.01% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
FARMERS & MERCHANTS INVESTMENTS INC | 15 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 19 |
McIlrath & Eck, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
TCI Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.07% | Q4 2012 | Q1 2023 | 19 |
Lee Financial Co | 14 | 5 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 19 |
Rikoon Group, LLC | 19 | 19 | 0.31% | 0.48% | 0.96% | Q3 2016 | Q1 2021 | 19 |
RB Capital Management, LLC | 19 | 19 | 0.15% | 0.20% | 0.29% | Q1 2019 | Q3 2023 | 19 |
SG3 Management, LLC | 6 | 1 | 0.01% | 0.20% | 0.73% | Q4 2016 | Q2 2022 | 19 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 13 | 6 | 0.00% | 0.04% | 0.15% | Q1 2014 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Integrated Investment Consultants, LLC | 15 | 1 | 0.01% | 0.19% | 0.30% | Q1 2016 | Q1 2023 | 19 |
Lenox Wealth Advisors, LLC | 18 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q1 2022 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.04% | 0.07% | 0.19% | Q4 2017 | Q2 2022 | 19 |
Horan Securities, Inc. | 7 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 19 |
JAMES INVESTMENT RESEARCH INC | 15 | 1 | 0.00% | 0.59% | 0.98% | Q2 2016 | Q3 2023 | 19 |
Coastline Trust Co | 19 | 19 | 0.03% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Cresset Asset Management, LLC | 17 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
180 WEALTH ADVISORS, LLC | 12 | 7 | 0.08% | 0.23% | 0.82% | Q4 2017 | Q3 2023 | 19 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 19 |
Full Sail Capital, LLC | 19 | 19 | 0.05% | 0.08% | 0.17% | Q1 2019 | Q3 2023 | 19 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 19 | 19 | 0.34% | 1.26% | 1.99% | Q1 2016 | Q3 2020 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.09% | 0.15% | 0.26% | Q1 2019 | Q3 2023 | 19 |
Cable Hill Partners, LLC | 12 | 1 | 0.00% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 19 |
CPWM, LLC | 19 | 19 | 0.08% | 0.10% | 0.12% | Q1 2018 | Q3 2022 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.12% | 0.23% | 0.40% | Q1 2019 | Q3 2023 | 19 |
MEITAV INVESTMENT HOUSE LTD | 12 | 7 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Balentine LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 19 |
Clarius Group, LLC | 17 | 2 | 0.03% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 19 |
Cedar Brook Financial Partners, LLC | 19 | 19 | 0.13% | 0.18% | 0.25% | Q1 2019 | Q3 2023 | 19 |
Cribstone Capital Management, LLC | 15 | 4 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2021 | 19 |
Aspire Private Capital, LLC | 13 | 6 | 0.00% | 0.01% | 0.17% | Q4 2018 | Q3 2023 | 19 |
BerganKDV Wealth Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 19 |
MOTCO | 10 | 1 | 0.00% | 0.26% | 0.54% | Q3 2016 | Q3 2023 | 19 |
BOOTHBAY FUND MANAGEMENT, LLC | 9 | 1 | 0.02% | 0.24% | 1.17% | Q2 2017 | Q3 2023 | 19 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 19 | 19 | 0.03% | 0.25% | 0.44% | Q1 2019 | Q3 2023 | 19 |
Capital Investment Advisory Services, LLC | 15 | 4 | 0.03% | 0.10% | 0.31% | Q4 2018 | Q3 2023 | 19 |
CSS LLC/IL | 9 | 9 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q2 2016 | 18 |
Integrated Wealth Concepts LLC | 18 | 18 | 0.02% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
HUSSMAN STRATEGIC ADVISORS, INC. | 18 | 18 | 0.01% | 0.36% | 1.28% | Q2 2013 | Q3 2017 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q4 2019 | 18 |
Holocene Advisors, LP | 6 | 1 | 0.07% | 0.45% | 0.99% | Q2 2019 | Q3 2023 | 18 |
Doyle Wealth Management | 18 | 18 | 0.02% | 0.12% | 0.22% | Q2 2018 | Q3 2022 | 18 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 5 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2019 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.06% | 0.30% | Q2 2013 | Q3 2014 | 18 |
Covington Capital Management | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
LAKE STREET ADVISORS GROUP, LLC | 11 | 2 | 0.02% | 0.04% | 0.12% | Q1 2018 | Q3 2023 | 18 |
Brandywine Global Investment Management, LLC | 18 | 18 | 0.11% | 0.25% | 0.41% | Q2 2019 | Q3 2023 | 18 |
Ballentine Partners, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
HBK Sorce Advisory LLC | 16 | 2 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 18 |
BLB&B Advisors, LLC | 18 | 18 | 0.02% | 0.34% | 0.56% | Q3 2017 | Q4 2021 | 18 |
SVB WEALTH LLC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 18 |
COMERICA SECURITIES,INC. | 11 | 7 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 18 |
Pinnacle Holdings, LLC | 15 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 18 |
SAGE RHINO CAPITAL LLC | 18 | 18 | 0.13% | 0.21% | 0.31% | Q2 2019 | Q3 2023 | 18 |
JAG CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.03% | 0.08% | 0.25% | Q2 2019 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 18 |
Banco de Sabadell, S.A | 18 | 18 | 0.03% | 0.17% | 0.40% | Q2 2019 | Q3 2023 | 18 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 13 | 5 | 0.03% | 0.07% | 0.12% | Q1 2014 | Q2 2022 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2017 | 18 |
NOMURA ASSET MANAGEMENT CO LTD | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Prestige Wealth Management Group LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 15 | 3 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 18 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.16% | 0.64% | Q2 2013 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.19% | 0.30% | 0.43% | Q2 2019 | Q3 2023 | 18 |
Bluefin Trading, LLC | 6 | 1 | 0.01% | 0.19% | 1.73% | Q1 2014 | Q4 2018 | 18 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 18 |
Susquehanna International Securities, Ltd. | 6 | 2 | 0.10% | 1.55% | 9.98% | Q4 2018 | Q2 2023 | 18 |
JGP Global Gestao de Recursos Ltda. | 18 | 18 | 0.12% | 0.35% | 1.37% | Q2 2019 | Q3 2023 | 18 |
Vantage Investment Advisors, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2018 | 18 |
Stratos Wealth Partners, LTD. | 14 | 1 | 0.01% | 0.04% | 0.30% | Q2 2014 | Q3 2023 | 18 |
JFS WEALTH ADVISORS, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 18 |
MISSION WEALTH MANAGEMENT, LP | 13 | 5 | 0.01% | 0.03% | 0.07% | Q3 2015 | Q3 2023 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 18 |
ROPES WEALTH ADVISORS LLC | 14 | 4 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 18 |
Rehmann Capital Advisory Group | 9 | 2 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 18 |
Meridian Wealth Management, LLC | 17 | 17 | 0.04% | 0.09% | 0.20% | Q3 2019 | Q3 2023 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.38% | 0.70% | 1.19% | Q2 2017 | Q2 2021 | 17 |
BOSTON FINANCIAL MANGEMENT LLC | 12 | 1 | 0.01% | 0.18% | 0.31% | Q2 2016 | Q2 2022 | 17 |
NEW YORK STATE COMMON RETIREMENT FUND | 16 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 17 |
MGO ONE SEVEN LLC | 4 | 1 | 0.02% | 0.10% | 0.29% | Q4 2017 | Q3 2023 | 17 |
Capital Advisors, Ltd. LLC | 17 | 17 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q1 2018 | 17 |
WRIGHT INVESTORS SERVICE INC | 12 | 5 | 0.18% | 1.27% | 2.68% | Q2 2013 | Q3 2017 | 17 |
Virtu KCG Holdings LLC | 13 | 2 | 0.00% | 0.12% | 0.51% | Q3 2013 | Q2 2017 | 17 |
Gemmer Asset Management LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Winch Advisory Services, LLC | 15 | 2 | 0.00% | 0.10% | 1.01% | Q2 2014 | Q3 2023 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.03% | 0.18% | 0.30% | Q2 2013 | Q2 2017 | 17 |
TRILLIUM ASSET MANAGEMENT, LLC | 17 | 17 | 0.34% | 1.15% | 1.88% | Q3 2019 | Q3 2023 | 17 |
LINCOLN NATIONAL CORP | 16 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 17 |
Cedar Wealth Management, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.54% | 0.89% | Q4 2018 | Q3 2023 | 17 |
Simmons Bank | 9 | 8 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 17 |
Daiwa Securities Group Inc. | 17 | 17 | 0.04% | 0.10% | 0.20% | Q3 2019 | Q3 2023 | 17 |
DUNCKER STREETT & CO INC | 13 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 17 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 10 | 7 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.03% | 0.07% | 0.09% | Q2 2013 | Q2 2017 | 17 |
Magnetar Financial LLC | 13 | 1 | 0.03% | 0.35% | 0.71% | Q2 2014 | Q2 2023 | 17 |
THOMAS WHITE INTERNATIONAL LTD | 17 | 17 | 0.20% | 0.42% | 0.84% | Q2 2019 | Q2 2023 | 17 |
BRR OpCo, LLC | 14 | 3 | 0.02% | 0.22% | 0.44% | Q2 2013 | Q3 2022 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.12% | 0.19% | Q2 2013 | Q2 2017 | 17 |
Burt Wealth Advisors | 17 | 17 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q4 2020 | 17 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 1 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 17 |
Healthcare Value Capital, LLC | 10 | 1 | 0.86% | 5.64% | 12.86% | Q2 2013 | Q3 2021 | 17 |
Independence Bank of Kentucky | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
CNB Bank | 12 | 5 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 17 |
HOWE & RUSLING INC | 8 | 1 | 0.00% | 0.37% | 1.25% | Q2 2013 | Q3 2023 | 17 |
Verdence Capital Advisors LLC | 12 | 5 | 0.06% | 0.15% | 0.32% | Q4 2017 | Q3 2023 | 17 |
Northwest Quadrant Wealth Management, LLC | 16 | 16 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q3 2023 | 16 |
OAK ASSOCIATES LTD /OH/ | 12 | 1 | 0.04% | 0.24% | 0.39% | Q2 2013 | Q2 2018 | 16 |
KCM INVESTMENT ADVISORS LLC | 16 | 16 | 0.02% | 0.06% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Qtron Investments LLC | 16 | 16 | 0.13% | 0.30% | 0.45% | Q4 2019 | Q3 2023 | 16 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Endurance Wealth Management, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Independent Advisor Alliance | 11 | 1 | 0.01% | 0.04% | 0.15% | Q4 2017 | Q3 2023 | 16 |
Legacy Financial Advisors, Inc. | 10 | 6 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Sofinnova Investments, Inc. | 5 | 2 | 0.13% | 2.56% | 7.96% | Q1 2018 | Q3 2023 | 16 |
VOYA INVESTMENT MANAGEMENT LLC | 10 | 1 | 0.05% | 0.13% | 0.31% | Q1 2016 | Q3 2023 | 16 |
Texan Capital Management | 16 | 16 | 0.19% | 0.59% | 0.90% | Q2 2013 | Q1 2017 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.17% | 0.26% | 0.38% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
NISA INVESTMENT ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 16 |
Quantitative Systematic Strategies LLC | 7 | 3 | 0.06% | 0.30% | 0.59% | Q1 2017 | Q2 2021 | 16 |
Pacer Advisors, Inc. | 6 | 1 | 0.01% | 0.03% | 0.14% | Q4 2013 | Q3 2023 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.06% | 0.29% | 0.80% | Q4 2019 | Q3 2023 | 16 |
NOESIS CAPITAL MANGEMENT CORP | 16 | 16 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Mutual Advisors, LLC | 16 | 16 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Legal & General Group Plc | 9 | 1 | 0.00% | 0.03% | 0.11% | Q3 2015 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.05% | 0.12% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q4 2016 | 16 |
Capital Analysts, LLC | 12 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 16 |
Nationwide Fund Advisors | 14 | 2 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q3 2017 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Principal Street Partners, LLC | 7 | 4 | 0.04% | 0.14% | 0.24% | Q2 2019 | Q3 2023 | 16 |
CANADA PENSION PLAN INVESTMENT BOARD | 13 | 1 | 0.00% | 0.09% | 0.21% | Q2 2013 | Q2 2019 | 16 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 13 | 1 | 0.01% | 0.02% | 0.11% | Q1 2014 | Q3 2023 | 16 |
Princeton Global Asset Management LLC | 16 | 16 | 0.01% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Taylor Wealth Management Partners | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2018 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.03% | 0.09% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Institute for Wealth Management, LLC. | 14 | 1 | 0.06% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.13% | 0.17% | 0.25% | Q4 2019 | Q3 2023 | 16 |
MARIETTA INVESTMENT PARTNERS LLC | 16 | 16 | 0.10% | 0.39% | 1.48% | Q4 2019 | Q3 2023 | 16 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 9 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 16 |
NewEdge Advisors, LLC | 13 | 1 | 0.00% | 0.07% | 0.53% | Q2 2017 | Q3 2023 | 16 |
Prime Capital Investment Advisors, LLC | 7 | 3 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 16 |
WealthTrust Axiom LLC | 14 | 2 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q2 2017 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Centiva Capital, LP | 3 | 1 | 0.00% | 0.05% | 0.28% | Q3 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Wealth Alliance | 15 | 15 | 0.12% | 0.21% | 0.28% | Q1 2020 | Q3 2023 | 15 |
Seascape Capital Management | 14 | 1 | 0.85% | 1.31% | 1.83% | Q4 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Stevard, LLC | 10 | 5 | 0.20% | 0.34% | 0.50% | Q4 2019 | Q3 2023 | 15 |
Eversept Partners, LP | 11 | 11 | 0.74% | 3.07% | 5.00% | Q4 2019 | Q2 2022 | 15 |
abrdn plc | 15 | 15 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.02% | 0.07% | 0.14% | Q1 2019 | Q3 2022 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.01% | 0.17% | 0.38% | Q1 2020 | Q3 2023 | 15 |
CYPRESS ASSET MANAGEMENT INC/TX | 12 | 3 | 0.05% | 0.31% | 0.84% | Q1 2015 | Q4 2020 | 15 |
Ensign Peak Advisors, Inc | 12 | 3 | 0.00% | 0.18% | 0.42% | Q4 2019 | Q3 2023 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
DRW Securities, LLC | 8 | 1 | 0.01% | 0.10% | 0.32% | Q2 2017 | Q3 2023 | 15 |
Westover Capital Advisors, LLC | 9 | 6 | 0.08% | 0.10% | 0.13% | Q3 2019 | Q3 2023 | 15 |
OLD NATIONAL BANCORP /IN/ | 10 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 15 |
Forester Capital Management, LTD | 10 | 5 | 0.03% | 0.12% | 0.27% | Q2 2013 | Q2 2017 | 15 |
MANNING & NAPIER ADVISORS LLC | 15 | 15 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q4 2016 | 15 |
Timber Creek Capital Management LLC | 15 | 15 | 1.46% | 1.90% | 2.33% | Q1 2020 | Q3 2023 | 15 |
Marshall Wace North America L.P. | 6 | 1 | 0.01% | 0.27% | 0.86% | Q2 2013 | Q3 2021 | 15 |
DREMAN VALUE MANAGEMENT, L L C | 8 | 3 | 0.00% | 0.27% | 0.84% | Q2 2013 | Q1 2018 | 15 |
Saturna Capital CORP | 7 | 1 | 0.01% | 0.58% | 1.56% | Q3 2013 | Q3 2023 | 15 |
RITHOLTZ WEALTH MANAGEMENT | 15 | 15 | 0.03% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 15 |
PINNACLE FINANCIAL PARTNERS INC | 13 | 2 | 0.04% | 0.29% | 0.45% | Q3 2013 | Q2 2017 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.08% | 0.14% | 0.28% | Q1 2020 | Q3 2023 | 15 |
RHUMBLINE ADVISERS | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 15 |
Stanley-Laman Group, Ltd. | 14 | 1 | 0.15% | 0.71% | 1.01% | Q4 2013 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.05% | 0.15% | 0.33% | Q2 2013 | Q4 2016 | 15 |
FRG Family Wealth Advisors LLC | 14 | 1 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q3 2023 | 15 |
Covenant Partners, LLC | 9 | 6 | 0.20% | 0.41% | 0.62% | Q1 2019 | Q3 2023 | 15 |
Stonebridge Capital Advisors LLC | 10 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 15 |
Banco Santander, S.A. | 12 | 3 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 15 |
ARDSLEY ADVISORY PARTNERS LP | 7 | 1 | 0.01% | 1.66% | 4.58% | Q1 2017 | Q3 2022 | 15 |
Venturi Wealth Management, LLC | 14 | 1 | 0.05% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 15 |
ATWOOD & PALMER INC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 15 |
Alpha Omega Wealth Management LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 0.38% | 0.52% | 0.65% | Q4 2019 | Q3 2023 | 15 |
FAS Wealth Partners, Inc. | 15 | 15 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q1 2023 | 15 |
PRUDENTIAL FINANCIAL INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
King Wealth Management Group | 15 | 15 | 0.10% | 0.20% | 0.29% | Q1 2019 | Q3 2022 | 15 |
Advocacy Wealth Management Services, LLC | 13 | 2 | 0.02% | 0.15% | 0.92% | Q2 2013 | Q4 2018 | 15 |
Altus Wealth Management, LLC | 14 | 1 | 0.15% | 0.20% | 0.25% | Q4 2019 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.04% | Q3 2011 | Q3 2015 | 15 |
VICTORY CAPITAL MANAGEMENT INC | 12 | 3 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 15 |
WEXFORD CAPITAL LP | 4 | 1 | 0.01% | 0.52% | 1.33% | Q3 2014 | Q3 2023 | 14 |
Laurel Wealth Advisors LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
NorthRock Partners, LLC | 12 | 2 | 0.02% | 0.04% | 0.12% | Q3 2019 | Q2 2023 | 14 |
Timber Hill LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2017 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
North Star Investment Management Corp. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 14 |
GABLES CAPITAL MANAGEMENT INC. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Daniel Devine & Co | 14 | 14 | 0.16% | 0.69% | 1.09% | Q1 2015 | Q2 2018 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
BEACON TRUST CO | 12 | 1 | 0.03% | 0.05% | 0.06% | Q1 2013 | Q1 2017 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2022 | 14 |
COOKSON PEIRCE & CO INC | 8 | 1 | 0.01% | 0.94% | 2.32% | Q4 2018 | Q2 2023 | 14 |
Westside Investment Management, Inc. | 14 | 14 | 0.00% | 0.01% | 0.08% | Q2 2020 | Q3 2023 | 14 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 9 | 1 | 0.01% | 0.07% | 0.10% | Q2 2010 | Q3 2023 | 14 |
Kingsview Wealth Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 14 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q4 2020 | 14 |
SHELTON CAPITAL MANAGEMENT | 7 | 7 | 0.03% | 0.10% | 0.35% | Q3 2014 | Q3 2023 | 14 |
DSM CAPITAL PARTNERS LLC | 14 | 14 | 0.04% | 0.96% | 2.54% | Q2 2020 | Q3 2023 | 14 |
BSW Wealth Partners | 12 | 1 | 0.05% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 14 |
BRINKER CAPITAL INC | 14 | 14 | 0.01% | 0.05% | 0.06% | Q1 2017 | Q2 2020 | 14 |
Personal Capital Advisors Corp | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 14 |
EP Wealth Advisors, LLC | 7 | 3 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 14 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.06% | 0.15% | Q3 2016 | Q4 2022 | 14 |
SFMG, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 1 | 0.02% | 0.16% | 0.33% | Q2 2013 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 14 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.04% | 0.14% | Q3 2018 | Q3 2023 | 14 |
Calvert Investment Management, Inc. | 14 | 14 | 0.04% | 0.13% | 0.28% | Q3 2013 | Q4 2016 | 14 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 14 |
Eudaimonia Partners, LLC | 8 | 2 | 0.05% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 14 |
TRUST CO OF TOLEDO NA /OH/ | 13 | 1 | 0.05% | 0.08% | 0.27% | Q2 2013 | Q4 2023 | 14 |
HL FINANCIAL SERVICES LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 14 |
DEERE & CO | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2016 | 14 |
Halpern Financial, Inc. | 14 | 14 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
MONTAG A & ASSOCIATES INC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q1 2018 | 14 |
AXIOM INVESTORS LLC /DE | 8 | 6 | 0.01% | 1.50% | 3.62% | Q4 2018 | Q3 2023 | 14 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.04% | 0.16% | Q1 2019 | Q3 2023 | 14 |
EAGLE ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.39% | 0.78% | Q2 2020 | Q3 2023 | 14 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 3 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 13 |
Sivik Global Healthcare LLC | 9 | 4 | 1.00% | 2.40% | 4.00% | Q2 2016 | Q2 2020 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
BELLEVUE ASSET MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
BCWM, LLC | 9 | 4 | 0.37% | 0.77% | 1.63% | Q2 2013 | Q3 2016 | 13 |
Hillsdale Investment Management Inc. | 10 | 3 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q4 2020 | 13 |
Sound Income Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.09% | 0.34% | Q4 2013 | Q4 2016 | 13 |
Sonora Investment Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2021 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Avestar Capital, LLC | 7 | 1 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Integrated Advisors Network LLC | 13 | 13 | 0.02% | 0.17% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Columbus Macro, LLC | 13 | 13 | 0.24% | 0.45% | 0.57% | Q3 2020 | Q3 2023 | 13 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2017 | 13 |
TOWNSQUARE CAPITAL LLC | 8 | 5 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 13 |
Dorsey Wright & Associates | 10 | 3 | 0.60% | 1.02% | 1.61% | Q3 2018 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
HM PAYSON & CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
BlackRock Institutional Trust Company, N.A. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 13 |
Bayesian Capital Management, LP | 3 | 1 | 0.06% | 0.29% | 0.52% | Q3 2016 | Q3 2023 | 13 |
West Oak Capital, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Sterling Capital Management LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2019 | 13 |
PITTENGER & ANDERSON INC | 12 | 1 | 0.01% | 0.16% | 0.20% | Q2 2013 | Q3 2016 | 13 |
Perigon Wealth Management, LLC | 9 | 1 | 0.01% | 0.02% | 0.05% | Q3 2011 | Q3 2023 | 13 |
CENTRAL BANK & TRUST CO | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2016 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.06% | 0.07% | 0.11% | Q2 2013 | Q2 2016 | 13 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.13% | 0.40% | Q2 2013 | Q3 2019 | 13 |
Larson Financial Group LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Allen Investment Management, LLC | 8 | 2 | 0.01% | 0.21% | 1.94% | Q2 2014 | Q3 2023 | 13 |
MORGENS WATERFALL VINTIADIS & CO INC | 13 | 13 | 0.30% | 0.75% | 1.84% | Q1 2018 | Q1 2021 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
PDS Planning, Inc | 13 | 13 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 13 |
True North Advisors, LLC | 13 | 13 | 0.11% | 0.20% | 0.30% | Q2 2020 | Q2 2023 | 13 |
LEVEL FOUR ADVISORY SERVICES, LLC | 13 | 13 | 0.02% | 0.08% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Intellectus Partners, LLC | 10 | 3 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q1 2022 | 13 |
LORD, ABBETT & CO. LLC | 8 | 2 | 0.00% | 0.10% | 0.31% | Q3 2014 | Q3 2022 | 13 |
FIL Ltd | 8 | 5 | 0.00% | 0.05% | 0.16% | Q3 2013 | Q3 2023 | 13 |
Haverford Trust Co | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 13 |
Mascoma Wealth Management LLC | 9 | 4 | 0.01% | 0.06% | 0.18% | Q4 2016 | Q3 2023 | 13 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 8 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 13 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 12 | 1 | 0.04% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 13 |
Risk Paradigm Group, LLC | 13 | 13 | 0.06% | 0.09% | 0.17% | Q1 2015 | Q1 2018 | 13 |
LAZARD ASSET MANAGEMENT LLC | 10 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 13 |
CWA Asset Management Group, LLC | 6 | 2 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q1 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.06% | 0.23% | 0.36% | Q1 2020 | Q3 2023 | 13 |
Asset Planning Services, Ltd. | 13 | 13 | 0.01% | 0.02% | 0.11% | Q2 2015 | Q2 2018 | 13 |
J.W. COLE ADVISORS, INC. | 10 | 1 | 0.02% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 13 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q1 2023 | 13 |
Malaga Cove Capital, LLC | 13 | 13 | 0.27% | 0.44% | 0.64% | Q3 2020 | Q3 2023 | 13 |
AlphaMark Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 13 | 13 | 0.16% | 0.38% | 0.69% | Q1 2018 | Q1 2021 | 13 |
HENDLEY & CO INC | 13 | 13 | 0.09% | 0.22% | 1.27% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
JONES FINANCIAL COMPANIES LLLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
SAL Trading, LLC | 5 | 2 | 0.11% | 3.43% | 15.88% | Q4 2021 | Q3 2023 | 13 |
Cetera Investment Advisers | 13 | 13 | 0.00% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 13 | 13 | 0.06% | 0.26% | 0.62% | Q1 2013 | Q1 2016 | 13 |
Geller Advisors LLC | 10 | 3 | 0.06% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 13 |
Chou Associates Management | 13 | 13 | 0.19% | 0.26% | 0.43% | Q4 2013 | Q4 2016 | 13 |
Jackson Wealth Management, LLC | 13 | 13 | 0.07% | 0.34% | 1.39% | Q3 2020 | Q3 2023 | 13 |
Winslow Capital Management, LLC | 9 | 4 | 0.04% | 1.20% | 1.73% | Q1 2019 | Q1 2023 | 13 |
Sequoia Financial Advisors, LLC | 8 | 5 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 13 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 12 | 12 | 0.18% | 0.37% | 0.55% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 12 |
BI Asset Management Fondsmaeglerselskab A/S | 12 | 12 | 0.49% | 0.83% | 1.14% | Q4 2020 | Q3 2023 | 12 |
CAMBIAR INVESTORS LLC | 6 | 6 | 0.01% | 1.37% | 3.35% | Q2 2015 | Q3 2016 | 12 |
JANUS HENDERSON INVESTORS US LLC | 7 | 5 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q1 2017 | 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 12 |
DekaBank Deutsche Girozentrale | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.40% | 0.48% | 0.57% | Q4 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.26% | 0.39% | 0.51% | Q4 2020 | Q3 2023 | 12 |
FIRST HAWAIIAN BANK | 8 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 12 |
MEEDER ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2022 | 12 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.04% | 0.20% | Q1 2015 | Q3 2018 | 12 |
Robertson Stephens Wealth Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 12 |
Galibier Capital Management Ltd. | 12 | 12 | 0.20% | 1.62% | 5.66% | Q2 2019 | Q1 2022 | 12 |
Visionary Wealth Advisors | 8 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Madison Asset Management, LLC | 12 | 12 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.03% | 0.69% | 1.84% | Q3 2019 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.11% | 0.24% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Arete Wealth Advisors, LLC | 5 | 2 | 0.03% | 0.07% | 0.14% | Q3 2019 | Q3 2023 | 12 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.08% | 0.40% | Q2 2017 | Q3 2022 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Ziegler Capital Management, LLC | 9 | 1 | 0.05% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 12 |
COWA, LLC | 12 | 12 | 0.25% | 0.33% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Marcum Wealth, LLC | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Cornell Pochily Investment Advisors, Inc. | 10 | 2 | 0.11% | 0.19% | 0.27% | Q3 2020 | Q3 2023 | 12 |
HHG & Company, LLC | 12 | 12 | 0.18% | 0.29% | 0.42% | Q2 2013 | Q1 2016 | 12 |
Kazazian Asset Management, LLC | 12 | 12 | 0.37% | 0.54% | 1.47% | Q2 2015 | Q1 2018 | 12 |
Strategic Wealth Partners, Ltd. | 9 | 1 | 0.00% | 0.20% | 0.41% | Q4 2017 | Q1 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Freestone Capital Holdings, LLC | 10 | 1 | 0.00% | 0.07% | 0.47% | Q2 2014 | Q1 2022 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Carnegie Capital Asset Management, LLC | 10 | 1 | 0.01% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 12 |
Barnett & Company, Inc. | 7 | 1 | 0.00% | 0.33% | 1.21% | Q1 2016 | Q4 2021 | 12 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q3 2023 | 12 |
OAK FAMILY ADVISORS, LLC | 12 | 12 | 0.92% | 3.22% | 5.43% | Q4 2020 | Q3 2023 | 12 |
Wealth Alliance Advisory Group, LLC | 10 | 1 | 0.07% | 0.15% | 0.20% | Q4 2018 | Q2 2023 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 0.38% | 0.46% | 0.53% | Q4 2020 | Q3 2023 | 12 |
BREMER TRUST NATIONAL ASSOCIATION | 7 | 5 | 0.06% | 0.14% | 0.26% | Q2 2013 | Q4 2018 | 12 |
Financial Advocates Investment Management | 10 | 2 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Legal Advantage Investments, Inc. | 12 | 12 | 0.18% | 0.23% | 0.31% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FIDUCIARY TRUST CO | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ProShare Advisors LLC | 12 | 12 | 0.01% | 0.08% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2016 | 12 |
CLOVERFIELDS CAPITAL GROUP, LP | 12 | 12 | 0.15% | 0.29% | 0.77% | Q4 2020 | Q3 2023 | 12 |
NWI MANAGEMENT LP | 12 | 12 | 0.16% | 0.88% | 2.89% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
BlackRock Group LTD | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 12 |
Altium Wealth Management LLC | 10 | 2 | 0.04% | 0.07% | 0.14% | Q2 2018 | Q2 2022 | 12 |
Crewe Advisors LLC | 12 | 12 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 12 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.05% | 0.13% | Q4 2016 | Q2 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Clark Capital Management Group, Inc. | 12 | 12 | 0.00% | 0.40% | 1.06% | Q4 2020 | Q3 2023 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2012 | Q3 2015 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Farmers & Merchants Trust Co of Chambersburg PA | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Global Financial Private Capital, Inc | 5 | 3 | 0.00% | 0.40% | 1.03% | Q1 2017 | Q2 2020 | 12 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Lenox Wealth Management, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.76% | 2.20% | Q2 2018 | Q3 2023 | 11 |
Sumitomo Mitsui Trust Holdings, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Diversified Trust Co | 10 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q4 2023 | 11 |
BROWN ADVISORY INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 11 |
SIMON QUICK ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 11 |
Bruderman Asset Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2018 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Norway Savings Bank | 6 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2022 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.22% | 0.38% | 0.49% | Q4 2020 | Q2 2023 | 11 |
Clearstead Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
REILLY FINANCIAL ADVISORS, LLC | 9 | 1 | 0.00% | 0.10% | 0.18% | Q2 2013 | Q4 2021 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Main Street Research LLC | 11 | 11 | 0.79% | 1.39% | 1.77% | Q2 2013 | Q4 2015 | 11 |
EQUITABLE TRUST CO | 11 | 11 | 0.02% | 0.13% | 0.29% | Q1 2021 | Q3 2023 | 11 |
WealthTrust-Arizona, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2018 | 11 |
Edge Capital Group, LLC | 11 | 11 | 0.48% | 0.72% | 0.94% | Q1 2021 | Q3 2023 | 11 |
Icon Wealth Partners, LLC | 9 | 1 | 0.02% | 0.13% | 0.29% | Q4 2017 | Q3 2023 | 11 |
Keel Point, LLC | 11 | 11 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.10% | 0.25% | 0.43% | Q3 2016 | Q2 2023 | 11 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.05% | 0.19% | Q1 2017 | Q2 2023 | 11 |
Spectrum Management Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
LMR Partners LLP | 3 | 1 | 0.01% | 0.25% | 0.78% | Q2 2020 | Q3 2023 | 11 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 11 |
CHUBB CORP | 11 | 11 | 0.91% | 1.27% | 1.92% | Q2 2013 | Q4 2015 | 11 |
Opus Point Partners Management, LLC | 11 | 11 | 1.10% | 2.68% | 3.75% | Q2 2015 | Q4 2017 | 11 |
Barry Investment Advisors, LLC | 11 | 11 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Trexquant Investment LP | 2 | 1 | 0.03% | 0.16% | 0.36% | Q4 2014 | Q2 2023 | 11 |
GAMCO INVESTORS, INC. ET AL | 6 | 5 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2022 | 11 |
First Light Asset Management, LLC | 11 | 11 | 0.16% | 0.20% | 0.28% | Q1 2014 | Q3 2016 | 11 |
FineMark National Bank & Trust | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 11 |
AEGON ASSET MANAGEMENT UK PLC | 11 | 11 | 0.24% | 0.36% | 0.45% | Q4 2020 | Q2 2023 | 11 |
BOENNING & SCATTERGOOD, INC. | 11 | 11 | 0.09% | 0.13% | 0.18% | Q2 2020 | Q4 2022 | 11 |
Diversified, LLC | 10 | 1 | 0.08% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 11 |
Cowen Prime Services LLC | 6 | 5 | 0.90% | 1.26% | 1.67% | Q4 2017 | Q2 2021 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 11 |
QUATTRO FINANCIAL ADVISORS LLC | 11 | 11 | 0.14% | 0.34% | 0.52% | Q1 2021 | Q3 2023 | 11 |
Gilman Hill Asset Management, LLC | 8 | 3 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q2 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Versant Capital Management, Inc | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2023 | 11 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.28% | 1.00% | Q2 2013 | Q1 2019 | 11 |
HIGHLAND CAPITAL MANAGEMENT LP | 4 | 2 | 0.02% | 0.41% | 2.11% | Q1 2016 | Q2 2019 | 11 |
Stuart Chaussee & Associates, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.06% | 0.06% | 0.08% | Q4 2016 | Q2 2019 | 11 |
Jackson, Grant Investment Advisers, Inc. | 10 | 1 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q1 2023 | 11 |
Clearstead Trust, LLC | 6 | 5 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 11 |
Orion Portfolio Solutions, LLC | 7 | 1 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 11 |
Close Asset Management Ltd | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CHARTWELL INVESTMENT PARTNERS, LLC | 11 | 11 | 0.02% | 0.10% | 0.16% | Q2 2014 | Q4 2016 | 11 |
Marotta Asset Management | 8 | 3 | 0.15% | 0.20% | 0.22% | Q1 2021 | Q4 2023 | 11 |
ETF MANAGERS GROUP, LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 11 |
MERITAGE PORTFOLIO MANAGEMENT | 11 | 11 | 0.49% | 0.59% | 0.67% | Q2 2013 | Q4 2015 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.02% | 0.07% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Artemis Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2022 | 11 |
PFM Health Sciences, LP | 11 | 11 | 0.39% | 1.30% | 1.92% | Q2 2020 | Q4 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.08% | 0.11% | 0.13% | Q4 2018 | Q2 2021 | 11 |
Phoenix Holdings Ltd. | 10 | 1 | 0.07% | 1.37% | 2.27% | Q4 2020 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 11 |
Endurant Capital Management LP | 5 | 2 | 0.50% | 3.11% | 5.87% | Q2 2019 | Q3 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
WEBSTER BANK, N. A. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Holowesko Partners Ltd. | 10 | 10 | 0.14% | 5.08% | 9.46% | Q4 2015 | Q1 2018 | 10 |
Lido Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Avior Wealth Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 10 | 10 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q2 2021 | 10 |
BREWIN DOLPHIN LTD | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 10 |
Kathmere Capital Management, LLC | 7 | 1 | 0.02% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
HANCOCK WHITNEY CORP | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q1 2023 | 10 |
Pinnacle Summer Investments, Inc. | 8 | 2 | 0.04% | 0.20% | 0.25% | Q2 2013 | Q4 2015 | 10 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Csenge Advisory Group | 9 | 1 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q4 2022 | 10 |
MAI Capital Management | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Canal Capital Management, LLC | 5 | 1 | 0.05% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q1 2017 | 10 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.01% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.14% | 0.43% | Q1 2018 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 0.02% | 0.02% | Q2 2010 | Q3 2023 | 10 |
Bridgewater Associates | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
WCM INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.52% | 1.14% | Q2 2021 | Q3 2023 | 10 |
Weatherstone Capital Management | 8 | 2 | 0.05% | 0.18% | 0.31% | Q3 2013 | Q3 2016 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q4 2021 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.02% | 0.16% | 0.25% | Q4 2020 | Q3 2023 | 10 |
SPINNAKER TRUST | 9 | 1 | 0.05% | 0.11% | 0.13% | Q1 2014 | Q3 2016 | 10 |
First Citizens Financial Corp | 5 | 1 | 0.15% | 0.22% | 0.34% | Q4 2019 | Q3 2023 | 10 |
Skandinaviska Enskilda Banken AB (publ) | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
AMG National Trust Bank | 10 | 10 | 0.10% | 0.13% | 0.15% | Q2 2013 | Q3 2015 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 1 | 0.01% | 0.05% | 0.19% | Q3 2020 | Q3 2023 | 10 |
Ativo Capital Management LLC | 7 | 1 | 0.07% | 0.28% | 0.91% | Q4 2013 | Q4 2018 | 10 |
Human Investing LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q1 2021 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 10 |
Winfield Associates, Inc. | 8 | 2 | 0.01% | 0.04% | 0.14% | Q1 2016 | Q1 2022 | 10 |
OARSMAN CAPITAL, INC. | 10 | 10 | 0.39% | 0.46% | 0.57% | Q2 2021 | Q3 2023 | 10 |
Wealth Dimensions Group, Ltd. | 10 | 10 | 0.11% | 0.13% | 0.15% | Q2 2021 | Q3 2023 | 10 |
CITY HOLDING CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Bogart Wealth, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 10 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 10 | 10 | 0.21% | 0.50% | 0.65% | Q2 2021 | Q3 2023 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.16% | 0.46% | 1.32% | Q2 2016 | Q3 2018 | 10 |
Robbins Farley | 6 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 9 | 1 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2017 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.03% | 0.12% | Q2 2019 | Q3 2021 | 10 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.07% | 0.29% | Q3 2017 | Q3 2023 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.01% | 0.02% | 0.08% | Q4 2017 | Q2 2020 | 10 |
RNC CAPITAL MANAGEMENT LLC | 10 | 10 | 0.09% | 0.25% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Homrich & Berg | 8 | 2 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q3 2021 | 10 |
Catamount Wealth Management | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2017 | 10 |
Jacobus Wealth Management, Inc. | 10 | 10 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q1 2016 | 10 |
BOSTON ADVISORS LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
BRANDES INVESTMENT PARTNERS, LP | 7 | 3 | 0.11% | 0.90% | 1.84% | Q4 2012 | Q3 2017 | 10 |
Ameritas Investment Partners, Inc. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Veracity Capital LLC | 5 | 1 | 0.10% | 0.12% | 0.15% | Q4 2019 | Q3 2023 | 10 |
Opus Capital Group, LLC | 9 | 1 | 0.03% | 0.07% | 0.10% | Q4 2015 | Q2 2019 | 10 |
Amundi | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Inscription Capital, LLC | 9 | 1 | 0.09% | 0.12% | 0.18% | Q1 2021 | Q3 2023 | 10 |
Old Port Advisors | 9 | 1 | 0.11% | 0.50% | 0.67% | Q1 2021 | Q3 2023 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 10 |
Chubb Ltd | 10 | 10 | 3.84% | 6.77% | 7.60% | Q1 2016 | Q2 2018 | 10 |
ING GROEP NV | 7 | 1 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 10 |
Solstein Capital, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 10 |
WESPAC Advisors, LLC | 5 | 2 | 0.57% | 0.81% | 1.06% | Q3 2013 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.03% | 0.03% | 0.05% | Q4 2016 | Q1 2019 | 10 |
Fragasso Group Inc. | 10 | 10 | 0.11% | 0.13% | 0.15% | Q3 2021 | Q4 2023 | 10 |
McClarren Financial Advisors, Inc. | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 1.02% | 1.46% | 1.93% | Q2 2020 | Q2 2023 | 10 |
Dynamic Capital Management Ltd | 4 | 1 | 0.10% | 0.58% | 2.29% | Q2 2013 | Q2 2017 | 10 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 6 | 4 | 0.01% | 0.08% | 0.19% | Q4 2017 | Q3 2020 | 10 |
Kovack Advisors, Inc. | 6 | 3 | 0.00% | 0.03% | 0.03% | Q1 2021 | Q2 2023 | 10 |
SECTORAL ASSET MANAGEMENT INC | 6 | 1 | 0.03% | 0.49% | 1.42% | Q3 2018 | Q3 2023 | 10 |
McKinley Carter Wealth Services, Inc. | 9 | 1 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 10 |
FIRST NATIONAL BANK SIOUX FALLS | 10 | 10 | 0.05% | 0.05% | 0.06% | Q2 2014 | Q3 2016 | 10 |
SevenBridge Financial Group, LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q2 2019 | 10 |
KBC Group NV | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 10 |
First PREMIER Bank | 10 | 10 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q4 2018 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q2 2022 | 10 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 7 | 3 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q1 2019 | 10 |
Montecito Bank & Trust | 10 | 10 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q4 2023 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q2 2022 | 10 |
Harvest Fund Management Co., Ltd | 9 | 1 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 10 |
EARNEST PARTNERS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Affinity Asset Advisors, LLC | 7 | 7 | 1.14% | 1.63% | 2.37% | Q1 2022 | Q3 2023 | 9 |
Vectors Research Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.01% | 0.12% | 0.24% | Q4 2018 | Q3 2023 | 9 |
Old North State Trust, LLC | 6 | 3 | 0.01% | 0.06% | 0.12% | Q3 2020 | Q1 2023 | 9 |
MBM Wealth Consultants, LLC | 9 | 9 | 0.24% | 0.31% | 0.38% | Q3 2021 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Shulman DeMeo Asset Management LLC | 9 | 9 | 0.10% | 0.15% | 0.19% | Q1 2019 | Q1 2021 | 9 |
COMMUNITY TRUST & INVESTMENT CO | 9 | 9 | 0.43% | 0.91% | 1.06% | Q3 2021 | Q3 2023 | 9 |
OAK RIDGE INVESTMENTS LLC | 9 | 9 | 0.31% | 0.81% | 1.15% | Q3 2021 | Q3 2023 | 9 |
Ariel Investments | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
CONNABLE OFFICE INC | 5 | 4 | 0.07% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 9 |
PHILADELPHIA TRUST CO | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
BENDER ROBERT & ASSOCIATES | 9 | 9 | 0.57% | 0.88% | 1.15% | Q3 2021 | Q3 2023 | 9 |
CULLINAN ASSOCIATES INC | 9 | 9 | 0.02% | 0.08% | 0.14% | Q3 2021 | Q3 2023 | 9 |
GRIFFIN ASSET MANAGEMENT, INC. | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2018 | Q3 2020 | 9 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q4 2022 | 9 |
NAVELLIER & ASSOCIATES INC | 5 | 2 | 0.00% | 0.12% | 0.26% | Q3 2014 | Q3 2020 | 9 |
GRANDFIELD & DODD, LLC | 9 | 9 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Hills Bank & Trust Co | 9 | 9 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Maple Capital Management, Inc. | 9 | 9 | 0.07% | 0.13% | 0.17% | Q2 2013 | Q2 2015 | 9 |
Essex Financial Services, Inc. | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.07% | 0.15% | 0.29% | Q1 2021 | Q1 2023 | 9 |
Equitable Holdings, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Estabrook Capital Management | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 9 |
Grantham, Mayo, Van Otterloo & Co. LLC | 4 | 1 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q2 2018 | 9 |
SEGALL BRYANT & HAMILL, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 9 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
EMERSON INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.53% | 0.62% | 0.69% | Q1 2014 | Q1 2016 | 9 |
Handelsbanken Fonder AB | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Employees Retirement System of Texas | 9 | 9 | 0.04% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 9 |
COMERICA SECURITIES INC | 8 | 1 | 0.04% | 0.06% | 0.08% | Q3 2016 | Q4 2018 | 9 |
J. Goldman & Co LP | 3 | 2 | 0.03% | 0.22% | 0.48% | Q2 2014 | Q3 2023 | 9 |
SPC Financial, Inc. | 8 | 1 | 0.03% | 0.05% | 0.14% | Q2 2014 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.09% | 0.24% | 0.34% | Q2 2013 | Q2 2015 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 9 |
OLD REPUBLIC INTERNATIONAL CORP | 9 | 9 | 0.78% | 1.06% | 1.40% | Q3 2016 | Q3 2018 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 1 | 0.28% | 0.42% | 0.58% | Q1 2018 | Q3 2021 | 9 |
OppenheimerFunds, Inc. | 8 | 1 | 0.00% | 0.04% | 0.21% | Q4 2016 | Q1 2019 | 9 |
BRADLEY FOSTER & SARGENT INC/CT | 9 | 9 | 0.01% | 0.02% | 0.07% | Q3 2021 | Q3 2023 | 9 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.02% | 0.10% | Q3 2013 | Q2 2022 | 9 |
Supplemental Annuity Collective Trust of NJ | 9 | 9 | 0.19% | 0.25% | 0.30% | Q3 2021 | Q3 2023 | 9 |
NJ State Employees Deferred Compensation Plan | 9 | 9 | 0.14% | 0.18% | 0.21% | Q3 2021 | Q3 2023 | 9 |
BANCORPSOUTH INC | 7 | 1 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q3 2017 | 9 |
EDMP, INC. | 9 | 9 | 1.43% | 1.56% | 1.75% | Q3 2021 | Q3 2023 | 9 |
Sequent Asset Management, LLC | 9 | 9 | 0.14% | 0.22% | 0.33% | Q3 2021 | Q3 2023 | 9 |
WINTRUST INVESTMENTS LLC | 8 | 1 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 9 |
PATTON ALBERTSON MILLER GROUP, LLC | 9 | 9 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q2 2021 | 9 |
ROBERTS GLORE & CO INC /IL/ | 9 | 9 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
THOMPSON DAVIS & CO., INC. | 8 | 1 | 0.01% | 0.02% | 0.07% | Q4 2013 | Q2 2016 | 9 |
Liberty Mutual Group Asset Management Inc. | 3 | 1 | 0.02% | 0.04% | 0.09% | Q3 2014 | Q3 2018 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Assenagon Asset Management S.A. | 4 | 1 | 0.01% | 0.05% | 0.13% | Q1 2020 | Q3 2023 | 9 |
Baystate Wealth Management LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
ROOSEVELT INVESTMENT GROUP LLC | 9 | 9 | 0.20% | 0.25% | 0.34% | Q3 2020 | Q3 2022 | 9 |
West Family Investments, Inc. | 7 | 2 | 0.23% | 0.31% | 0.39% | Q2 2021 | Q3 2023 | 9 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.01% | 0.26% | 0.73% | Q2 2014 | Q3 2023 | 9 |
Willingdon Wealth Management | 6 | 3 | 0.00% | 0.52% | 2.25% | Q4 2016 | Q4 2019 | 9 |
Wolf Group Capital Advisors | 9 | 9 | 0.39% | 0.46% | 0.58% | Q2 2016 | Q2 2018 | 9 |
BALDWIN BROTHERS LLC/MA | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2023 | 9 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9 | 9 | 0.75% | 1.07% | 1.46% | Q3 2021 | Q3 2023 | 9 |
Private Ocean, LLC | 4 | 2 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 9 |
Five Oceans Advisors | 9 | 9 | 0.21% | 0.28% | 0.32% | Q3 2021 | Q3 2023 | 9 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.02% | 0.10% | 0.17% | Q1 2015 | Q2 2020 | 9 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 9 | 9 | 0.06% | 0.14% | 0.19% | Q2 2013 | Q2 2015 | 9 |
Engineers Gate Manager LP | 5 | 1 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 9 |
EMFO, LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
PALLADIEM, LLC | 5 | 4 | 0.04% | 0.18% | 0.30% | Q4 2014 | Q3 2023 | 9 |
AIMZ Investment Advisors, LLC | 9 | 9 | 1.48% | 1.81% | 2.00% | Q3 2021 | Q3 2023 | 9 |
Community Bank, N.A. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.40% | 0.53% | 0.59% | Q3 2021 | Q3 2023 | 9 |
Piscataqua Savings Bank | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 9 |
NWAM LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Oliver Luxxe Assets LLC | 9 | 9 | 1.22% | 1.95% | 2.72% | Q4 2015 | Q4 2017 | 9 |
TFC Financial Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NinePointTwo Capital LLC | 5 | 4 | 0.06% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 9 |
Prudent Man Advisors, LLC | 4 | 1 | 0.08% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 9 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Souders Financial Advisors | 9 | 9 | 0.05% | 0.17% | 0.56% | Q3 2021 | Q3 2023 | 9 |
Covenant Asset Management, LLC | 9 | 9 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Flaharty Asset Management, LLC | 9 | 9 | 0.07% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Summit Trail Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 9 |
Sterling Investment Advisors, Ltd. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 9 |
Optas, LLC | 8 | 1 | 0.06% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 9 |
CLIENT 1ST ADVISORY GROUP, LLC | 9 | 9 | 0.14% | 0.21% | 0.37% | Q4 2019 | Q4 2021 | 9 |
Soleus Capital Management, L.P. | 9 | 9 | 0.27% | 1.99% | 4.11% | Q2 2020 | Q2 2022 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q4 2021 | 9 |
Americana Partners, LLC | 8 | 1 | 0.02% | 0.32% | 0.60% | Q4 2019 | Q3 2023 | 9 |
Avidity Partners Management LP | 6 | 1 | 0.63% | 3.12% | 5.31% | Q2 2020 | Q4 2022 | 9 |
Castleview Partners, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BBVA USA Bancshares, Inc. | 8 | 8 | 0.01% | 0.09% | 0.15% | Q2 2015 | Q1 2017 | 8 |
Spears Abacus Advisors LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Community Bank & Trust, Waco, Texas | 7 | 1 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 8 |
GFS Advisors, LLC | 7 | 1 | 0.01% | 0.16% | 0.32% | Q1 2016 | Q3 2018 | 8 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 8 |
Gyon Technologies Capital Management, LP | 6 | 2 | 0.12% | 0.54% | 1.12% | Q4 2020 | Q4 2022 | 8 |
TELEMUS CAPITAL, LLC | 5 | 3 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
HBK INVESTMENTS L P | 4 | 1 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q1 2019 | 8 |
CHOREO, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q2 2019 | 8 |
CHANNING GLOBAL ADVISORS, LLC | 8 | 8 | 0.45% | 0.58% | 0.72% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 3 | 0.00% | 0.16% | 0.24% | Q2 2020 | Q3 2023 | 8 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 8 | 8 | 0.07% | 0.24% | 0.51% | Q2 2014 | Q1 2016 | 8 |
Bellevue Group AG | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Northstar Group, Inc. | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Astoria Portfolio Advisors LLC. | 8 | 8 | 0.12% | 0.17% | 0.23% | Q4 2021 | Q3 2023 | 8 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 8 | 8 | 0.40% | 0.46% | 0.53% | Q4 2014 | Q3 2016 | 8 |
MDE Group | 8 | 8 | 0.06% | 0.07% | 0.10% | Q2 2013 | Q1 2015 | 8 |
PointState Capital LP | 5 | 1 | 0.11% | 0.71% | 1.63% | Q1 2018 | Q2 2022 | 8 |
GDS Wealth Management | 8 | 8 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Eagle Health Investments LP | 8 | 8 | 4.76% | 7.22% | 8.68% | Q4 2020 | Q3 2022 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q2 2022 | 8 |
PITCAIRN CO | 6 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2023 | 8 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q1 2021 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 1 | 0.00% | 0.17% | 0.35% | Q3 2017 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.31% | 0.61% | Q4 2020 | Q3 2022 | 8 |
SABBY MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.76% | 3.50% | Q3 2013 | Q4 2020 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 0.34% | 0.41% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Miracle Mile Advisors, LLC | 8 | 8 | 0.01% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Avion Wealth | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Bedel Financial Consulting, Inc. | 8 | 8 | 0.04% | 0.08% | 0.09% | Q3 2020 | Q2 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
VELA Investment Management, LLC | 8 | 8 | 0.18% | 0.29% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Trust Co | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2017 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
PARA ADVISORS LLC | 5 | 5 | 1.10% | 7.54% | 27.23% | Q2 2014 | Q2 2015 | 8 |
KB FINANCIAL PARTNERS, LLC | 8 | 8 | 0.00% | 0.04% | 0.15% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.04% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
SCOGGIN MANAGEMENT LP | 3 | 3 | 0.53% | 3.66% | 8.13% | Q2 2014 | Q4 2014 | 8 |
Brookfield Asset Management | 5 | 3 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q2 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.05% | 0.15% | Q1 2014 | Q3 2019 | 8 |
XML Financial, LLC | 5 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
I.G. INVESTMENT MANAGEMENT, LTD. | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2017 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.32% | 0.66% | 0.78% | Q4 2021 | Q3 2023 | 8 |
AXA S.A. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 8 |
SYMPHONY ASSET MANAGEMENT LLC | 7 | 1 | 0.02% | 0.06% | 0.11% | Q4 2013 | Q4 2015 | 8 |
Arkadios Wealth Advisors | 4 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.65% | 0.89% | 1.04% | Q4 2021 | Q3 2023 | 8 |
UBS OCONNOR LLC | 3 | 2 | 0.08% | 0.10% | 0.13% | Q2 2014 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
DOWLING & YAHNKE LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2022 | 8 |
DE BURLO GROUP INC | 5 | 3 | 0.14% | 0.20% | 0.25% | Q3 2021 | Q3 2023 | 8 |
Bain Capital Public Equity Management, LLC | 3 | 2 | 0.04% | 0.58% | 1.63% | Q4 2016 | Q1 2018 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 8 |
Leucadia National | 4 | 4 | 0.00% | 0.03% | 0.12% | Q4 2022 | Q3 2023 | 8 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 8 | 8 | 0.14% | 0.30% | 0.80% | Q4 2020 | Q3 2022 | 8 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.12% | 0.16% | 0.25% | Q4 2021 | Q3 2023 | 8 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 8 | 8 | 0.34% | 0.54% | 0.73% | Q1 2015 | Q4 2016 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.09% | 0.18% | Q4 2021 | Q3 2023 | 8 |
EverPoint Asset Management, LLC | 4 | 3 | 0.12% | 0.29% | 0.61% | Q2 2014 | Q4 2016 | 8 |
Pointe Capital Management LLC | 8 | 8 | 0.18% | 0.25% | 0.29% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Pflug Koory, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Lombard Odier & Cie (Bahamas) Ltd | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
LGT Fund Management Co Ltd. | 8 | 8 | 0.06% | 1.25% | 2.31% | Q4 2021 | Q3 2023 | 8 |
CLOUGH CAPITAL PARTNERS L P | 5 | 3 | 0.17% | 0.31% | 0.64% | Q2 2014 | Q3 2016 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.01% | 0.57% | 1.24% | Q1 2013 | Q4 2014 | 8 |
WASHINGTON TRUST BANK | 6 | 2 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q2 2016 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TimeScale Financial, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 2 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 8 |
Optiver Holding B.V. | 5 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 8 |
Tranquility Partners, LLC | 8 | 8 | 0.15% | 0.20% | 0.25% | Q1 2021 | Q4 2022 | 8 |
Country Club Trust Company, n.a. | 6 | 2 | 0.03% | 0.48% | 1.29% | Q2 2013 | Q4 2017 | 8 |
Linscomb & Williams, Inc. | 6 | 2 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 8 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.09% | 0.20% | Q3 2014 | Q4 2019 | 8 |
Western Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Aperture Investors, LLC | 5 | 3 | 0.04% | 0.11% | 0.17% | Q1 2021 | Q3 2023 | 8 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 8 |
FORVIS Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 8 | 8 | 0.21% | 0.46% | 0.65% | Q3 2019 | Q2 2021 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TIG Advisors, LLC | 3 | 2 | 0.00% | 0.56% | 1.31% | Q2 2014 | Q2 2021 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WADDELL & REED FINANCIAL INC | 7 | 1 | 0.02% | 0.07% | 0.11% | Q2 2014 | Q1 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.07% | 0.14% | Q3 2021 | Q2 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.58% | 0.76% | 0.89% | Q4 2021 | Q3 2023 | 8 |
Good Life Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 8 |
DILLON & ASSOCIATES INC | 8 | 8 | 0.07% | 0.20% | 0.29% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
McLean Asset Management Corp | 7 | 7 | 0.13% | 0.16% | 0.18% | Q2 2022 | Q4 2023 | 7 |
Wedmont Private Capital | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
RENAISSANCE GROUP LLC | 7 | 7 | 0.47% | 0.52% | 0.58% | Q2 2013 | Q4 2014 | 7 |
Hennion & Walsh Asset Management, Inc. | 6 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q4 2022 | 7 |
Karp Capital Management Corp | 6 | 1 | 0.00% | 0.04% | 0.14% | Q1 2017 | Q3 2022 | 7 |
Western Pacific Wealth Management, LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
PURA VIDA INVESTMENTS, LLC | 3 | 1 | 0.06% | 1.22% | 3.64% | Q4 2015 | Q3 2022 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SFG Wealth Management, LLC. | 4 | 3 | 0.17% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 7 |
Centerpoint Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 7 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 7 |
Confluence Wealth Services, Inc. | 7 | 7 | 0.19% | 0.27% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Perpetual Investment Management Ltd | 7 | 7 | 0.24% | 0.34% | 0.42% | Q2 2021 | Q4 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
RPg Family Wealth Advisory, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q1 2018 | 7 |
Camelot Portfolios, LLC | 4 | 3 | 0.12% | 0.18% | 0.27% | Q4 2015 | Q1 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Whitnell & Co. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 7 |
Ergoteles LLC | 6 | 1 | 0.01% | 0.05% | 0.11% | Q3 2021 | Q2 2023 | 7 |
Strategic Advisors LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
NEXTHERA CAPITAL LP | 4 | 3 | 1.47% | 4.28% | 7.79% | Q4 2016 | Q3 2018 | 7 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.04% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 7 |
CoreFirst Bank & Trust | 5 | 2 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 7 |
Gratus Capital, LLC | 5 | 2 | 0.02% | 0.34% | 1.24% | Q2 2020 | Q4 2022 | 7 |
Comprehensive Financial Consultants Institutional, Inc. | 7 | 7 | 0.54% | 0.60% | 0.67% | Q1 2022 | Q3 2023 | 7 |
DB Wealth Management Group, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
First Affirmative Financial Network | 7 | 7 | 0.23% | 0.34% | 0.43% | Q2 2022 | Q4 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Catalyst Capital Advisors LLC | 7 | 7 | 0.00% | 0.05% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.35% | 0.69% | 1.06% | Q1 2022 | Q4 2023 | 7 |
E Fund Management Co., Ltd. | 7 | 7 | 0.01% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Copeland Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Capital Asset Advisory Services LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Hilton Capital Management, LLC | 7 | 7 | 1.10% | 1.63% | 1.94% | Q1 2022 | Q3 2023 | 7 |
Andesa Financial Management Inc. | 7 | 7 | 0.18% | 0.26% | 0.37% | Q3 2021 | Q1 2023 | 7 |
Louisiana State Employees Retirement System | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Telemetry Investments, L.L.C. | 6 | 1 | 0.18% | 0.68% | 1.54% | Q4 2014 | Q1 2018 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Norinchukin Bank, The | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
York Capital Management Global Advisors, LLC | 5 | 2 | 0.38% | 2.08% | 4.27% | Q2 2014 | Q1 2019 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.18% | 0.21% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Mitsubishi UFJ Asset Management Co., Ltd. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Convergence Investment Partners, LLC | 4 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q1 2018 | 7 |
Harbor Advisors LLC | 7 | 7 | 0.14% | 0.15% | 0.16% | Q4 2016 | Q2 2018 | 7 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.05% | 0.19% | 0.48% | Q2 2014 | Q3 2023 | 7 |
Camber Capital Management LP | 3 | 1 | 0.00% | 3.74% | 6.82% | Q3 2013 | Q3 2021 | 7 |
Glenview Trust Co | 5 | 1 | 0.01% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 7 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2021 | 7 |
Redmile Group, LLC | 2 | 1 | 0.75% | 2.49% | 3.75% | Q1 2013 | Q4 2017 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.12% | 0.22% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Arlington Partners LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Rafferty Asset Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 7 |
Leith Wheeler Investment Counsel Ltd. | 7 | 7 | 0.23% | 0.65% | 1.10% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Capital Market Strategies LLC | 3 | 1 | 0.20% | 0.24% | 0.27% | Q4 2021 | Q4 2023 | 7 |
ICICI Prudential Asset Management Co Ltd | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
BOK Financial Private Wealth, Inc. | 7 | 7 | 0.00% | 0.06% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.08% | 0.15% | 0.25% | Q2 2013 | Q4 2014 | 7 |
Core Alternative Capital | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 | 1 | 0.00% | 0.07% | 0.24% | Q2 2018 | Q3 2023 | 7 |
FINANCIAL COUNSELORS INC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 7 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 4 | 3 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 7 |
BRAUN STACEY ASSOCIATES INC | 6 | 1 | 0.02% | 0.50% | 0.77% | Q4 2016 | Q3 2023 | 7 |
Zions Trust, National Association | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Principle Wealth Partners LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2021 | 7 |
SHINE INVESTMENT ADVISORY SERVICES INC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 7 |
CYPRESS CAPITAL MANAGEMENT LLC | 7 | 7 | 0.04% | 0.36% | 0.67% | Q1 2021 | Q3 2022 | 7 |
NICHOLAS COMPANY, INC. | 7 | 7 | 0.08% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 7 |
MARINER INVESTMENT GROUP LLC | 5 | 1 | 0.00% | 0.21% | 0.35% | Q3 2014 | Q2 2016 | 7 |
Blueshift Asset Management, LLC | 3 | 1 | 0.03% | 0.08% | 0.13% | Q4 2018 | Q2 2023 | 7 |
CHEMICAL BANK | 7 | 7 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
FORA Capital, LLC | 2 | 1 | 0.08% | 0.23% | 0.66% | Q4 2019 | Q3 2023 | 7 |
Baillie Gifford | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Blueprint Investment Partners LLC | 7 | 7 | 0.03% | 0.09% | 0.14% | Q3 2021 | Q1 2023 | 7 |
Holistic Financial Partners | 7 | 7 | 0.17% | 0.28% | 0.34% | Q1 2022 | Q3 2023 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Williams Jones Wealth Management, LLC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DMC Group, LLC | 6 | 1 | 0.21% | 0.29% | 0.35% | Q4 2021 | Q3 2023 | 7 |
Northeast Financial Consultants Inc | 5 | 2 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Waverly Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 6 |
LBA Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 6 |
EQUITEC PROPRIETARY MARKETS, LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q4 2014 | Q4 2015 | 6 |
B. Riley Wealth Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q2 2022 | 6 |
Ahrens Investment Partners LLC | 3 | 1 | 0.03% | 0.21% | 0.90% | Q2 2020 | Q1 2023 | 6 |
PRENTISS SMITH & CO INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q1 2017 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.22% | 0.23% | 0.27% | Q2 2022 | Q3 2023 | 6 |
MYCIO WEALTH PARTNERS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Intersect Capital LLC | 4 | 2 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q2 2022 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q4 2021 | 6 |
Ruffer LLP | 6 | 6 | 0.26% | 1.81% | 3.70% | Q3 2021 | Q4 2022 | 6 |
Cumberland Partners Ltd | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
LYELL WEALTH MANAGEMENT, LP | 5 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2023 | 6 |
Edge Wealth Management LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2018 | 6 |
STATE OF WISCONSIN INVESTMENT BOARD | 4 | 1 | 0.00% | 0.06% | 0.10% | Q2 2014 | Q3 2023 | 6 |
StoneX Group Inc. | 4 | 1 | 0.03% | 0.53% | 1.06% | Q3 2016 | Q4 2021 | 6 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 6 |
LETKO, BROSSEAU & ASSOCIATES INC | 6 | 6 | 0.32% | 0.99% | 1.46% | Q2 2013 | Q3 2014 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Bremer Bank National Association | 4 | 1 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q2 2022 | 6 |
PrairieView Partners, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 6 |
WEST CHESTER CAPITAL ADVISORS, INC | 6 | 6 | 0.69% | 0.98% | 1.33% | Q3 2014 | Q4 2015 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.12% | 0.34% | Q4 2016 | Q1 2020 | 6 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 6 | 6 | 0.09% | 0.10% | 0.12% | Q4 2014 | Q1 2016 | 6 |
Brookstone Capital Management | 5 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q2 2022 | 6 |
MARYLAND CAPITAL ADVISORS INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q1 2015 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Wilkinson Global Asset Management LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.07% | 0.14% | Q2 2016 | Q1 2018 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Tower View Wealth Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 6 |
Landsberg, Bennett, & Dubbaneh LLC | 6 | 6 | 0.20% | 0.31% | 0.40% | Q2 2020 | Q3 2021 | 6 |
TOWER BRIDGE ADVISORS | 4 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 6 |
Eagle Bay Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 6 |
Heritage Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
M Holdings Securities, Inc. | 5 | 1 | 0.02% | 0.06% | 0.08% | Q1 2021 | Q1 2023 | 6 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.60% | 3.44% | Q1 2019 | Q4 2022 | 6 |
SANDLER CAPITAL MANAGEMENT | 5 | 1 | 0.02% | 0.16% | 0.83% | Q2 2014 | Q3 2023 | 6 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.10% | 0.23% | Q2 2014 | Q3 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.05% | 0.40% | 0.69% | Q2 2020 | Q3 2021 | 6 |
NATIXIS | 3 | 3 | 0.00% | 0.06% | 0.20% | Q4 2020 | Q2 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.12% | 0.16% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Cannell & Co. | 3 | 3 | 0.14% | 0.76% | 1.69% | Q4 2021 | Q2 2023 | 6 |
GUYASUTA INVESTMENT ADVISORS INC | 4 | 2 | 0.02% | 0.05% | 0.11% | Q3 2015 | Q1 2022 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 6 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.13% | 0.68% | 1.46% | Q1 2014 | Q3 2023 | 6 |
Senator Investment Group LP | 6 | 6 | 0.09% | 1.48% | 3.08% | Q4 2020 | Q1 2022 | 6 |
Alaska Permanent Fund Corp | 6 | 6 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q4 2022 | 6 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 6 |
Wick Capital Partners, LLC | 6 | 6 | 0.30% | 0.35% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Vontobel Holding Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Dakota Wealth Management | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Boston Common Asset Management, LLC | 6 | 6 | 0.11% | 0.14% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Aaron Wealth Advisors LLC | 4 | 2 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
LINCLUDEN MANAGEMENT LTD | 6 | 6 | 0.01% | 0.26% | 0.33% | Q2 2013 | Q3 2014 | 6 |
HONEYWELL INTERNATIONAL INC | 2 | 2 | 0.38% | 0.56% | 0.66% | Q2 2013 | Q2 2017 | 6 |
G&S Capital LLC | 5 | 1 | 0.01% | 0.18% | 1.02% | Q1 2019 | Q3 2020 | 6 |
Lombard Odier Asset Management (Europe) Ltd | 6 | 6 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Day & Ennis, LLC | 4 | 2 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 6 |
LWM Advisory Services, LLC | 5 | 1 | 0.04% | 0.42% | 0.59% | Q4 2021 | Q3 2023 | 6 |
Pendal Group Ltd | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
TIVERTON ASSET MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Retirement Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 6 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 6 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Detwiler Fenton Investment Management LLC | 6 | 6 | 0.24% | 0.41% | 0.63% | Q1 2011 | Q2 2012 | 6 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
Integral Health Asset Management, LLC | 3 | 1 | 1.61% | 2.37% | 3.74% | Q1 2020 | Q4 2022 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
JEPPSON WEALTH MANAGEMENT, LLC | 3 | 1 | 0.09% | 0.10% | 0.11% | Q3 2020 | Q2 2023 | 6 |
CARLSON CAPITAL L P | 3 | 1 | 0.03% | 0.09% | 0.15% | Q2 2014 | Q1 2019 | 6 |
Armbruster Capital Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
CIBC WORLD MARKETS CORP | 4 | 2 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Altrius Capital Management Inc | 6 | 6 | 1.71% | 1.97% | 2.06% | Q2 2022 | Q3 2023 | 6 |
Tiller Private Wealth, Inc. | 4 | 2 | 0.12% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 6 |
Sculptor Capital LP | 3 | 1 | 0.00% | 0.13% | 0.43% | Q2 2014 | Q2 2022 | 6 |
New Jersey Better Educational Savings Trust | 4 | 2 | 0.50% | 0.56% | 0.64% | Q1 2022 | Q3 2023 | 6 |
V Wealth Advisors LLC | 3 | 1 | 0.00% | 0.05% | 0.08% | Q2 2017 | Q2 2023 | 6 |
WMS Partners, LLC | 4 | 2 | 0.02% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 6 |
BOSTON PRIVATE BANK & TRUST CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 6 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.05% | 0.18% | 0.34% | Q1 2019 | Q4 2019 | 6 |
SECTOR GAMMA AS | 5 | 1 | 1.14% | 3.62% | 5.23% | Q3 2017 | Q1 2022 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.07% | 0.13% | 0.19% | Q4 2021 | Q1 2023 | 6 |
Boston Partners | 3 | 3 | 0.00% | 0.06% | 0.33% | Q2 2013 | Q3 2023 | 6 |
HOWARD FINANCIAL SERVICES, LTD. | 6 | 6 | 0.13% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 6 |
COWEN INC. | 2 | 1 | 0.00% | 0.03% | 0.07% | Q3 2014 | Q2 2017 | 6 |
Krilogy Financial LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2018 | 6 |
NorthCoast Asset Management LLC | 4 | 2 | 0.06% | 0.11% | 0.19% | Q3 2013 | Q3 2021 | 6 |
Guild Investment Management, Inc. | 6 | 6 | 1.43% | 1.86% | 2.51% | Q4 2019 | Q1 2021 | 6 |
Penserra Capital Management LLC | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HARVEST VOLATILITY MANAGEMENT LLC | 6 | 6 | 0.26% | 0.30% | 0.35% | Q1 2022 | Q2 2023 | 6 |
Calamos Wealth Management LLC | 6 | 6 | 0.08% | 0.12% | 0.19% | Q2 2022 | Q3 2023 | 6 |
ARGENT TRUST Co | 5 | 1 | 0.07% | 0.12% | 0.15% | Q3 2016 | Q1 2018 | 6 |
Onyx Bridge Wealth Group LLC | 4 | 2 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q1 2023 | 6 |
Empirical Finance, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Ascent Group, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2015 | 6 |
AGF INVESTMENTS INC. | 4 | 2 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q4 2021 | 6 |
Tarbox Family Office, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Atlas Private Wealth Advisors | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2021 | 5 |
Quantinno Capital Management LP | 4 | 1 | 0.03% | 0.08% | 0.13% | Q2 2022 | Q3 2023 | 5 |
Orbimed Advisors | 1 | 1 | 0.00% | 0.13% | 0.36% | Q1 2014 | Q3 2023 | 5 |
Beck Bode, LLC | 2 | 1 | 0.01% | 0.55% | 1.35% | Q3 2020 | Q1 2023 | 5 |
APG Asset Management N.V. | 4 | 1 | 0.01% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 5 |
Destiny Wealth Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Knuff & Co LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q4 2020 | 5 |
Knowledge Leaders Capital, LLC | 5 | 5 | 0.46% | 0.56% | 0.69% | Q3 2021 | Q3 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q4 2022 | 5 |
FNY Partners Fund LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 5 |
Stevens First Principles Investment Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Clal Insurance Enterprises Holdings Ltd | 5 | 5 | 0.34% | 0.40% | 0.46% | Q2 2022 | Q2 2023 | 5 |
DC Investments Management, LLC | 5 | 5 | 0.48% | 0.55% | 0.64% | Q4 2018 | Q4 2019 | 5 |
Smithwood Advisers, L.P. | 3 | 3 | 2.65% | 5.27% | 10.33% | Q2 2014 | Q4 2014 | 5 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 5 |
Lynch Asset Management, Inc. | 5 | 5 | 0.16% | 0.20% | 0.23% | Q4 2021 | Q4 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Koss-Olinger Consulting, LLC | 5 | 5 | 0.05% | 0.08% | 0.11% | Q1 2021 | Q1 2022 | 5 |
Lourd Capital, LLC | 5 | 5 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q4 2018 | 5 |
FRIESS ASSOCIATES LLC | 5 | 5 | 1.20% | 1.33% | 1.45% | Q4 2018 | Q4 2019 | 5 |
STRS OHIO | 4 | 1 | 0.02% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 5 |
tru Independence LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2021 | 5 |
Private Wealth Partners, LLC | 5 | 5 | 0.15% | 0.58% | 0.95% | Q2 2014 | Q2 2015 | 5 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.18% | 0.48% | Q2 2013 | Q4 2013 | 5 |
MCF Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Bristol Advisors, LLC | 3 | 2 | 0.37% | 0.50% | 0.63% | Q4 2016 | Q4 2018 | 5 |
China Universal Asset Management Co., Ltd. | 5 | 5 | 0.13% | 0.20% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Calamos Advisors LLC | 4 | 1 | 0.02% | 0.03% | 0.08% | Q3 2018 | Q3 2021 | 5 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.04% | 0.20% | 0.47% | Q3 2014 | Q3 2023 | 5 |
ProVise Management Group, LLC | 5 | 5 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q2 2014 | 5 |
PacWest Financial Management Inc | 3 | 2 | 0.15% | 12.29% | 60.81% | Q4 2013 | Q2 2015 | 5 |
ACG Wealth | 5 | 5 | 0.17% | 0.27% | 0.36% | Q3 2021 | Q3 2022 | 5 |
Heirloom Wealth Management | 3 | 2 | 2.04% | 2.54% | 3.52% | Q1 2022 | Q2 2023 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.00% | 0.23% | 0.84% | Q4 2021 | Q2 2023 | 5 |
Destination Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Arlington Capital Management, Inc. | 4 | 1 | 0.24% | 1.47% | 2.53% | Q4 2014 | Q4 2018 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.02% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Quilter Plc | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CT Financial Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 5 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 5 | 5 | 0.19% | 0.22% | 0.24% | Q4 2019 | Q4 2020 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q1 2015 | Q1 2016 | 5 |
STARR INTERNATIONAL CO INC | 5 | 5 | 11.21% | 16.07% | 22.76% | Q3 2020 | Q3 2021 | 5 |
Geneva Partners, LLC | 5 | 5 | 0.99% | 1.58% | 3.18% | Q2 2022 | Q2 2023 | 5 |
TANG CAPITAL MANAGEMENT LLC | 5 | 5 | 1.01% | 1.57% | 1.79% | Q3 2022 | Q3 2023 | 5 |
Sendero Wealth Management, LLC | 5 | 5 | 0.40% | 0.70% | 1.38% | Q2 2022 | Q2 2023 | 5 |
Quantamental Technologies LLC | 2 | 1 | 0.08% | 0.50% | 1.75% | Q1 2019 | Q3 2022 | 5 |
NORDEA INVESTMENT MANAGEMENT AB | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
HighMark Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2020 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
STEEL GROVE CAPITAL ADVISORS, LLC | 5 | 5 | 0.03% | 0.07% | 0.09% | Q4 2017 | Q4 2018 | 5 |
ASCEND CAPITAL, LLC | 4 | 1 | 0.45% | 0.85% | 1.66% | Q4 2014 | Q1 2017 | 5 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 5 |
GODSEY & GIBB, INC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
SteelPeak Wealth, LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q1 2022 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 5 |
Diametric Capital, LP | 3 | 1 | 0.72% | 1.43% | 1.92% | Q3 2018 | Q2 2020 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Long Run Wealth Advisors, LLC | 4 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Naviter Wealth, LLC | 4 | 1 | 0.64% | 0.73% | 0.83% | Q2 2022 | Q3 2023 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.07% | 0.13% | 0.16% | Q4 2016 | Q4 2017 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
MQS Management LLC | 2 | 1 | 0.15% | 0.34% | 0.56% | Q4 2021 | Q3 2023 | 5 |
PFG Private Wealth Management, LLC | 5 | 5 | 0.00% | 0.08% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Foster Victor Wealth Advisors, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
Advisor OS, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
READYSTATE ASSET MANAGEMENT LP | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.08% | 0.20% | Q2 2017 | Q3 2017 | 5 |
Redpoint Investment Management Pty Ltd | 5 | 5 | 0.03% | 0.07% | 0.10% | Q3 2021 | Q3 2022 | 5 |
HARTFORD INVESTMENT MANAGEMENT CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 5 |
Steward Financial Group LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 5 |
Chesapeake Wealth Management | 5 | 5 | 0.07% | 0.15% | 0.24% | Q1 2020 | Q1 2021 | 5 |
Alpha Cubed Investments, LLC | 5 | 5 | 0.32% | 1.09% | 2.01% | Q3 2014 | Q3 2015 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q3 2023 | 5 |
Eagle Strategies LLC | 5 | 5 | 0.12% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
South Dakota Investment Council | 5 | 5 | 0.11% | 0.13% | 0.15% | Q1 2021 | Q1 2022 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
ICON ADVISERS INC/CO | 3 | 1 | 0.04% | 0.38% | 0.55% | Q4 2016 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.15% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 5 |
Garde Capital, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.03% | 0.07% | 0.10% | Q1 2019 | Q2 2023 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2016 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Jump Trading, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q4 2014 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.41% | 0.43% | 0.46% | Q2 2013 | Q2 2014 | 5 |
Azimuth Capital Investment Management LLC | 5 | 5 | 0.20% | 0.22% | 0.24% | Q2 2022 | Q2 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.12% | 0.27% | 0.37% | Q2 2021 | Q2 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2020 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.40% | 0.46% | 0.54% | Q4 2021 | Q4 2022 | 5 |
FAYEZ SAROFIM & CO | 4 | 1 | 0.00% | 0.23% | 0.48% | Q2 2022 | Q3 2023 | 5 |
State of Wyoming | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Reynders McVeigh Capital Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 2 | 0.10% | 0.53% | 0.99% | Q3 2013 | Q3 2014 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 5 |
Harfst & Associates, Inc. | 3 | 1 | 0.05% | 0.25% | 0.33% | Q2 2015 | Q2 2016 | 4 |
SHAPIRO ROBERT N | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2014 | Q2 2015 | 4 |
BlackRock Japan Co. Ltd | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 4 | 4 | 0.14% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
IMPAX ASSET MANAGEMENT LLC | 4 | 4 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q1 2014 | 4 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
HENNESSY ADVISORS INC | 4 | 4 | 0.17% | 0.18% | 0.19% | Q1 2017 | Q4 2017 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
CIBC BANK USA | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q4 2019 | 4 |
TimesSquare Capital Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q2 2018 | 4 |
First National Bank of Hutchinson | 4 | 4 | 0.17% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Advisors Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 4 |
Seminole Management Co., Inc. | 4 | 4 | 0.38% | 0.43% | 0.47% | Q2 2013 | Q1 2014 | 4 |
Aureus Asset Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Platte River Capital LLC | 4 | 4 | 0.06% | 0.30% | 0.38% | Q2 2013 | Q1 2014 | 4 |
L & S Advisors Inc | 3 | 1 | 0.19% | 0.65% | 1.08% | Q2 2014 | Q3 2016 | 4 |
Manchester Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2021 | 4 |
ZEVIN ASSET MANAGEMENT LLC | 4 | 4 | 1.54% | 1.69% | 1.77% | Q4 2022 | Q3 2023 | 4 |
Capital Research Global Investors | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 4 |
Trust CO of the Ozarks | 4 | 4 | 0.16% | 0.16% | 0.18% | Q2 2013 | Q1 2014 | 4 |
Hayek Kallen Investment Management | 2 | 1 | 0.14% | 0.16% | 0.16% | Q3 2015 | Q2 2017 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Loeb Offshore Management LP | 2 | 2 | 0.02% | 2.41% | 8.26% | Q2 2014 | Q3 2014 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.12% | 0.18% | Q2 2013 | Q1 2014 | 4 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.01% | 0.33% | 0.65% | Q4 2017 | Q3 2023 | 4 |
Private Harbour Investment Management & Counsel, LLC | 4 | 4 | 2.05% | 2.22% | 2.35% | Q2 2021 | Q1 2022 | 4 |
SCHARF INVESTMENTS, LLC | 4 | 4 | 0.38% | 1.57% | 2.21% | Q3 2021 | Q2 2022 | 4 |
Artisan Partners Limited Partnership | 4 | 4 | 0.25% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Savant Capital, LLC | 3 | 1 | 0.01% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 4 |
SHAYNE & JACOBS, LLC | 4 | 4 | 0.21% | 0.24% | 0.26% | Q2 2013 | Q1 2014 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Andromeda Capital LLC | 2 | 2 | 0.67% | 1.34% | 2.00% | Q2 2014 | Q3 2014 | 4 |
Clear Harbor Asset Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 4 |
Axiom Investment Management LLC | 3 | 1 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2022 | 4 |
MATHER GROUP, LLC. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 4 |
Banco BTG Pactual S.A. | 3 | 1 | 0.08% | 0.14% | 0.24% | Q2 2020 | Q3 2021 | 4 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q2 2019 | 4 |
Callan Capital, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Hartford Funds Management Co LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.54% | 0.78% | 1.16% | Q3 2018 | Q1 2021 | 4 |
Carnick & Kubik, LLC | 4 | 4 | 1.38% | 1.64% | 2.08% | Q2 2013 | Q1 2014 | 4 |
Ranger International Management, LP | 4 | 4 | 3.54% | 3.85% | 4.01% | Q2 2013 | Q1 2014 | 4 |
Capula Management Ltd | 2 | 2 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q1 2023 | 4 |
PDT Partners, LLC | 2 | 1 | 0.01% | 0.16% | 0.30% | Q2 2013 | Q2 2015 | 4 |
Matterhorn Capital Management, LLC | 4 | 4 | 1.36% | 1.46% | 1.62% | Q2 2013 | Q1 2014 | 4 |
Edge Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Tradewinds Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Hansberger Growth Investors, LP | 4 | 4 | 2.44% | 3.98% | 4.63% | Q4 2019 | Q3 2020 | 4 |
Elite Wealth Management, Inc. | 3 | 1 | 0.00% | 0.68% | 0.96% | Q3 2012 | Q4 2013 | 4 |
Leisure Capital Management | 4 | 4 | 0.22% | 0.23% | 0.25% | Q3 2017 | Q2 2018 | 4 |
Neumann Capital Management, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2017 | Q3 2018 | 4 |
Acrospire Investment Management LLC | 2 | 2 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q2 2017 | 4 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.02% | 2.08% | 3.59% | Q2 2022 | Q3 2023 | 4 |
Perpetual Ltd | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 4 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 4 | 4 | 0.08% | 0.16% | 0.40% | Q2 2016 | Q1 2017 | 4 |
Asymmetry Capital Management, L.P. | 3 | 1 | 1.08% | 4.54% | 7.25% | Q1 2017 | Q3 2021 | 4 |
WESPAC Advisors SoCal, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Enlightenment Research, LLC | 2 | 1 | 0.41% | 0.56% | 0.72% | Q4 2018 | Q2 2022 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.11% | 0.55% | 1.45% | Q1 2017 | Q4 2017 | 4 |
New Capital Management LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.27% | 0.41% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
IFG Advisory, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q3 2018 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
VISTA INVESTMENT MANAGEMENT | 4 | 4 | 0.15% | 0.23% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Crumly & Associates Inc. | 4 | 4 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Allred Capital Management, LLC | 2 | 1 | 0.02% | 0.07% | 0.13% | Q4 2019 | Q1 2023 | 4 |
Jackson Hole Capital Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q1 2023 | 4 |
Ikarian Capital, LLC | 2 | 1 | 0.42% | 1.16% | 2.85% | Q4 2020 | Q2 2023 | 4 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 4 |
Cinctive Capital Management LP | 4 | 4 | 0.09% | 0.17% | 0.24% | Q3 2021 | Q2 2022 | 4 |
Gunderson Capital Management Inc. | 4 | 4 | 0.49% | 2.00% | 3.72% | Q4 2019 | Q3 2020 | 4 |
Connacht Asset Management LP | 4 | 4 | 0.16% | 0.48% | 0.67% | Q2 2022 | Q1 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.07% | 0.26% | Q2 2021 | Q3 2023 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
TCG Advisory Services, LLC | 4 | 4 | 0.40% | 0.42% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.05% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.01% | 0.14% | 0.20% | Q4 2022 | Q3 2023 | 4 |
JB Capital LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q2 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.04% | 0.07% | 0.16% | Q3 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Amplius Wealth Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q3 2022 | 4 |
Kolinsky Wealth Management, LLC | 4 | 4 | 0.21% | 0.30% | 0.38% | Q3 2022 | Q2 2023 | 4 |
American Trust | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 2.34% | 2.58% | 2.80% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.10% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Artia Global Partners LP | 4 | 4 | 2.01% | 3.68% | 5.37% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
FSM Wealth Advisors, LLC | 4 | 4 | 0.16% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.48% | 0.51% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.07% | 0.14% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.10% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 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 |
Nordwand Advisors, LLC | 4 | 4 | 0.01% | 0.05% | 0.17% | Q4 2022 | Q3 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.06% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.08% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 0.30% | 0.34% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.20% | 0.28% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Baron Wealth Management LLC | 4 | 4 | 0.20% | 0.21% | 0.23% | Q1 2023 | Q4 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.62% | 1.03% | 1.40% | Q1 2023 | Q4 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BP PLC | 4 | 4 | 0.81% | 0.99% | 1.08% | Q3 2020 | Q2 2021 | 4 |
CAPITAL ONE, NATIONAL ASSOCIATION | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2018 | 4 |
COWEN AND COMPANY, LLC | 2 | 2 | 0.00% | 0.09% | 0.23% | Q3 2021 | Q4 2021 | 4 |
MIDAS MANAGEMENT CORP | 4 | 4 | 0.22% | 0.25% | 0.26% | Q2 2013 | Q1 2014 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
PVG ASSET MANAGEMENT CORP | 3 | 1 | 1.00% | 1.41% | 2.55% | Q3 2016 | Q3 2017 | 4 |
CALTON & ASSOCIATES, INC. | 3 | 1 | 0.05% | 0.08% | 0.10% | Q4 2017 | Q4 2018 | 4 |
QUEST CAPITAL MANAGEMENT INC /ADV | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q4 2021 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
BANK HAPOALIM BM | 3 | 1 | 0.13% | 0.25% | 0.34% | Q3 2016 | Q3 2017 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 1 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q4 2014 | 4 |
IBERIABANK CORP | 3 | 1 | 0.04% | 0.13% | 0.21% | Q1 2013 | Q3 2018 | 4 |
MAVERICK CAPITAL LTD | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.07% | 0.23% | Q4 2014 | Q3 2023 | 4 |
PARNASSUS INVESTMENTS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q1 2014 | 3 |
WELCH & FORBES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q4 2013 | 3 |
GSB Wealth Management, LLC | 3 | 3 | 1.60% | 1.96% | 2.30% | Q4 2016 | Q2 2017 | 3 |
AGF MANAGEMENT LTD | 2 | 1 | 0.34% | 0.47% | 0.68% | Q4 2022 | Q3 2023 | 3 |
WESTWOOD HOLDINGS GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
SIGMA CAPITAL MANAGEMENT LLC | 3 | 3 | 0.50% | 0.70% | 0.84% | Q3 2013 | Q1 2014 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
WESBANCO BANK INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 3 |
Genesee Capital Advisors, LLC | 3 | 3 | 0.43% | 0.59% | 0.70% | Q2 2020 | Q4 2020 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.98% | 1.17% | 1.29% | Q1 2023 | Q3 2023 | 3 |
Compound Global Advisors, LLC | 2 | 1 | 1.68% | 2.32% | 3.34% | Q4 2022 | Q3 2023 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Epstein & White Financial LLC | 3 | 3 | 0.30% | 0.31% | 0.32% | Q4 2017 | Q2 2018 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Point72 Middle East FZE | 2 | 1 | 0.11% | 0.16% | 0.24% | Q4 2022 | Q3 2023 | 3 |
Segantii Capital Management Ltd | 2 | 1 | 0.30% | 0.38% | 0.53% | Q3 2019 | Q1 2021 | 3 |
TURNER INVESTMENTS LLC | 3 | 3 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q1 2014 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
NewSquare Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 3 |
Carr Financial Group Corp | 3 | 3 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q2 2023 | 3 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.06% | 0.10% | Q2 2019 | Q1 2021 | 3 |
RONALD BLUE & CO LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q3 2013 | Q1 2014 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FIRST NATIONAL TRUST CO | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q2 2014 | 3 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q3 2014 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.10% | 0.27% | 0.39% | Q4 2022 | Q3 2023 | 3 |
Horizon Family Wealth, Inc. | 2 | 1 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 3 |
WEST MICHIGAN ADVISORS, LLC | 3 | 3 | 0.19% | 0.25% | 0.29% | Q1 2023 | Q3 2023 | 3 |
PICTET ASSET MANAGEMENT LTD | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q2 2021 | 3 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 2 | 1 | 0.04% | 1.45% | 2.24% | Q2 2013 | Q2 2014 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Canoe Financial LP | 3 | 3 | 0.57% | 0.95% | 1.44% | Q1 2023 | Q3 2023 | 3 |
Family Legacy, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Blume Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 3 |
JMAC ENTERPRISES LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q1 2023 | 3 |
PVG Asset Management | 2 | 1 | 0.95% | 1.72% | 2.49% | Q1 2016 | Q4 2016 | 3 |
COUNTRY CLUB BANK /GFN | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 3 |
Valentine Capital Asset Management, Inc. | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2012 | Q3 2012 | 3 |
Evergreen Wealth Solutions, LLC | 3 | 3 | 0.36% | 0.42% | 0.47% | Q4 2021 | Q2 2022 | 3 |
FULTON BREAKEFIELD BROENNIMAN LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q4 2020 | 3 |
Bain Capital Public Equity Management II, LLC | 1 | 1 | 0.03% | 0.88% | 1.79% | Q2 2020 | Q4 2020 | 3 |
Braun-Bostich & Associates Inc. | 2 | 1 | 0.05% | 0.08% | 0.14% | Q4 2017 | Q4 2021 | 3 |
Santa Fe Partners LLC | 1 | 1 | 0.04% | 0.17% | 0.25% | Q2 2013 | Q1 2015 | 3 |
HighTower Trust Company, N.A. | 3 | 3 | 0.05% | 0.19% | 0.43% | Q3 2022 | Q1 2023 | 3 |
Meridian Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.09% | 0.13% | Q4 2018 | Q3 2020 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2019 | 3 |
TIAA CREF TRUST CO FSB/MO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 3 |
HWG Holdings LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 3 |
Grisanti Capital Management LLC | 3 | 3 | 0.31% | 0.45% | 0.55% | Q3 2013 | Q1 2014 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Beaumont Financial Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
DGS Capital Management, LLC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q4 2021 | Q2 2022 | 3 |
ARMISTICE CAPITAL, LLC | 3 | 3 | 0.38% | 0.70% | 0.96% | Q4 2021 | Q2 2022 | 3 |
Sensato Investors LLC | 3 | 3 | 0.33% | 0.54% | 0.90% | Q4 2016 | Q2 2017 | 3 |
ANCHOR CAPITAL ADVISORS LLC | 3 | 3 | 0.32% | 0.35% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Visium Asset Management, LP | 2 | 2 | 0.02% | 0.10% | 0.22% | Q2 2014 | Q3 2014 | 3 |
Factorial Partners, LLC | 2 | 1 | 0.10% | 0.76% | 1.15% | Q4 2017 | Q3 2018 | 3 |
Tradewinds Global Investors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
1st Global Advisors, Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q4 2016 | 3 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.41% | 1.10% | Q2 2014 | Q2 2023 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q2 2022 | 3 |
CANTOR FITZGERALD, L. P. | 2 | 1 | 0.03% | 0.41% | 0.81% | Q3 2022 | Q2 2023 | 3 |
FNY Managed Accounts LLC | 1 | 1 | 0.03% | 0.12% | 0.16% | Q2 2014 | Q1 2017 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.08% | 0.24% | 0.43% | Q4 2020 | Q4 2021 | 3 |
Aspen Grove Capital, LLC | 2 | 1 | 0.08% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2019 | Q2 2020 | 3 |
SAMLYN CAPITAL, LLC | 2 | 1 | 0.35% | 0.37% | 0.39% | Q4 2017 | Q1 2022 | 3 |
CATAPULT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.12% | 0.33% | 0.76% | Q1 2014 | Q3 2014 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 3 |
SENTINEL TRUST CO LBA | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
First Heartland Consultants, Inc. | 2 | 1 | 0.01% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 3 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2017 | Q3 2017 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 3 |
Grant/GrossMendelsohn, LLC | 2 | 1 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
NVWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.07% | 0.19% | Q2 2013 | Q4 2015 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
First Command Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 3 |
Monument Capital Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Financial & Tax Architects, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Hamilton Wealth, LLC | 2 | 1 | 0.13% | 0.43% | 1.04% | Q3 2020 | Q2 2023 | 3 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q2 2022 | 3 |
FC Advisory LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q4 2023 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 3 |
First Allied Asset Management, Inc. | 3 | 3 | 0.54% | 0.67% | 0.78% | Q2 2013 | Q4 2013 | 3 |
Concert Wealth Management Inc. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q1 2016 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.00% | 0.04% | 0.10% | Q2 2016 | Q1 2017 | 3 |
Syverson Strege & Co | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
Sio Capital Management, LLC | 1 | 1 | 1.19% | 2.59% | 3.89% | Q1 2015 | Q4 2020 | 3 |
Single Point Partners, LLC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q1 2023 | 3 |
Hutchin Hill Capital, LP | 3 | 3 | 0.01% | 0.06% | 0.13% | Q2 2014 | Q4 2014 | 3 |
Personal Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Iron Triangle Partners LP | 2 | 1 | 2.59% | 3.11% | 3.75% | Q3 2021 | Q2 2022 | 3 |
TIEDEMANN ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Gladstone Institutional Advisory LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q1 2022 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Onex Canada Asset Management Inc. | 3 | 3 | 0.10% | 0.25% | 0.34% | Q1 2023 | Q3 2023 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
INTERNATIONAL BIOTECHNOLOGY TRUST PLC | 2 | 1 | 1.06% | 1.23% | 1.36% | Q4 2022 | Q3 2023 | 3 |
EAGLE GLOBAL ADVISORS LLC | 3 | 3 | 0.12% | 0.14% | 0.18% | Q1 2023 | Q3 2023 | 3 |
MEYER HANDELMAN CO | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 3 |
MAPLELANE CAPITAL, LLC | 3 | 3 | 0.09% | 0.14% | 0.18% | Q4 2014 | Q2 2015 | 3 |
Willow Street Advisors LLC | 3 | 3 | 0.26% | 0.28% | 0.29% | Q2 2013 | Q4 2013 | 3 |
PFS INVESTMENTS INC. | 3 | 3 | 0.04% | 0.07% | 0.09% | Q4 2022 | Q2 2023 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.00% | 0.15% | 0.37% | Q1 2014 | Q3 2014 | 3 |
NN Investment Partners Holdings N.V. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2021 | 3 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 1 | 0.24% | 0.51% | 0.80% | Q3 2019 | Q2 2020 | 3 |
Nelson Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2019 | 3 |
ARGI Investment Services, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.94% | 1.09% | 1.17% | Q2 2013 | Q4 2013 | 3 |
Barrett Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 3 |
MinichMacGregor Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Zweig-DiMenna Associates LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 3 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.57% | 1.18% | Q3 2014 | Q2 2022 | 3 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.11% | 0.13% | 0.17% | Q1 2020 | Q3 2023 | 3 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.01% | 0.08% | 0.14% | Q3 2022 | Q3 2022 | 3 |
Angeles Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Darwin Global Management, Ltd. | 3 | 3 | 4.56% | 68.18% | 100.00% | Q4 2021 | Q2 2022 | 3 |
Duquesne Family Office | 3 | 3 | 1.11% | 1.72% | 2.64% | Q4 2013 | Q2 2014 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.11% | 0.14% | 0.17% | Q1 2021 | Q3 2021 | 3 |
Schiavi & Co LLC | 3 | 3 | 0.33% | 0.34% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.11% | 0.22% | 0.28% | Q1 2021 | Q2 2023 | 3 |
MOODY LYNN & LIEBERSON, LLC | 3 | 3 | 0.24% | 0.39% | 0.51% | Q4 2021 | Q2 2022 | 3 |
MayTech Global Investments, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q2 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Brand Asset Management Group, Inc. | 2 | 1 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 3 |
Foresight Global Investors, Inc. | 3 | 3 | 9.80% | 11.39% | 14.27% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.34% | 0.34% | 0.35% | Q1 2023 | Q3 2023 | 3 |
CONNING INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.17% | 0.23% | 0.28% | Q4 2020 | Q4 2022 | 2 |
One Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q4 2022 | 2 |
Manning & Napier Group, LLC | 2 | 2 | 0.59% | 0.60% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.09% | 0.17% | Q1 2020 | Q2 2022 | 2 |
Shilanski & Associates, Inc. | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q3 2020 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2019 | 2 |
Cordatus Wealth Management LLC | 1 | 1 | 0.18% | 0.25% | 0.32% | Q2 2022 | Q2 2023 | 2 |
Fore Capital, LLC | 1 | 1 | 0.40% | 0.54% | 0.69% | Q4 2021 | Q4 2021 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2020 | Q3 2020 | 2 |
Gs Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 2 |
DCF Advisers, LLC | 2 | 2 | 0.30% | 0.32% | 0.34% | Q3 2021 | Q4 2021 | 2 |
QP WEALTH MANAGEMENT, LLC | 2 | 2 | 1.20% | 1.21% | 1.23% | Q2 2023 | Q3 2023 | 2 |
Crescent Grove Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
NWK Group, Inc. | 2 | 2 | 1.37% | 1.43% | 1.49% | Q2 2020 | Q3 2020 | 2 |
Essex Private Wealth Management, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2020 | Q3 2020 | 2 |
Seelaus Asset Management LLC | 2 | 2 | 0.12% | 0.15% | 0.17% | Q1 2022 | Q2 2022 | 2 |
Pinpoint Asset Management Ltd | 2 | 2 | 0.26% | 0.40% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.04% | 0.09% | 0.13% | Q4 2019 | Q4 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
American Institute for Advanced Investment Management, LLP | 2 | 2 | 0.19% | 0.22% | 0.24% | Q3 2020 | Q4 2020 | 2 |
Capstone Financial Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 2 |
Connecticut Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GATEWAY INVESTMENT ADVISERS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2020 | Q3 2020 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.70% | 1.35% | 2.00% | Q4 2020 | Q1 2022 | 2 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2018 | 2 |
WIMMER ASSOCIATES 1, LLC | 2 | 2 | 1.27% | 1.31% | 1.35% | Q1 2017 | Q2 2017 | 2 |
Gerber Kawasaki Wealth & Investment Management | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
StrategIQ Financial Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Regal Wealth Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
TriaGen Wealth Management LLC | 2 | 2 | 0.25% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.29% | 0.34% | 0.39% | Q4 2018 | Q1 2019 | 2 |
Veery Capital, LLC | 1 | 1 | 0.10% | 0.11% | 0.11% | Q1 2022 | Q2 2023 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2021 | 2 |
Oxler Private Wealth LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q2 2022 | 2 |
Fiduciary Group LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Thrive Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.14% | 0.19% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Genesis Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Avoro Capital Advisors LLC | 2 | 2 | 1.25% | 1.47% | 1.69% | Q4 2017 | Q1 2018 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
DESCHAINE & COMPANY, LLC | 2 | 2 | 2.95% | 3.10% | 3.26% | Q1 2015 | Q2 2015 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2021 | Q2 2021 | 2 |
J.P. Turner & Co Capital Mnagement, LLC | 2 | 2 | 0.17% | 0.21% | 0.24% | Q1 2015 | Q2 2015 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.00% | 0.10% | 0.20% | Q4 2016 | Q4 2020 | 2 |
MONUMENTAL FINANCIAL GROUP INC. | 2 | 2 | 0.89% | 0.90% | 0.91% | Q4 2022 | Q1 2023 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q4 2018 | 2 |
VIKING GLOBAL INVESTORS LP | 2 | 2 | 0.36% | 0.47% | 0.59% | Q3 2016 | Q4 2016 | 2 |
Bienville Capital Management, LLC | 1 | 1 | 0.02% | 0.27% | 0.52% | Q4 2014 | Q2 2020 | 2 |
OPUS INVESTMENT MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Activest Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
IPG Investment Advisors LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q3 2022 | 2 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 2 |
Cranbrook Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Iguana Healthcare Management, LLC | 2 | 2 | 0.77% | 0.79% | 0.82% | Q4 2016 | Q1 2017 | 2 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 2 | 2 | 0.15% | 0.18% | 0.21% | Q1 2017 | Q2 2017 | 2 |
FT Options LLC | 2 | 2 | 0.01% | 0.08% | 0.15% | Q2 2017 | Q3 2017 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
SENZAR ASSET MANAGEMENT, LLC | 2 | 2 | 7.23% | 7.80% | 8.36% | Q1 2018 | Q2 2018 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 2 |
Red Tortoise LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2017 | 2 |
Colonial Trust Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.47% | 0.56% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.05% | 0.22% | 0.39% | Q1 2023 | Q2 2023 | 2 |
Zimmer Partners, LP | 2 | 2 | 0.08% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Airain ltd | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q1 2016 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.54% | 0.62% | 0.70% | Q4 2022 | Q3 2023 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 0.55% | 1.18% | 1.80% | Q4 2016 | Q3 2017 | 2 |
BMS Financial Advisors, LLC | 2 | 2 | 0.26% | 0.32% | 0.38% | Q1 2023 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Momentum Advisors, LLC | 2 | 2 | 0.37% | 0.39% | 0.42% | Q3 2022 | Q4 2022 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MARCO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CADENCE BANK NA | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q3 2021 | 2 |
TEXAS CAPITAL BANCSHARES INC/TX | 2 | 2 | 0.18% | 0.20% | 0.22% | Q2 2015 | Q3 2015 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q2 2018 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Asset Management One Co., Ltd. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2014 | Q4 2014 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Standard Investments LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2014 | Q1 2015 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.66% | 1.29% | 1.92% | Q2 2023 | Q2 2023 | 2 |
FIRST NIAGARA BANK | 1 | 1 | 0.05% | 0.07% | 0.09% | Q2 2015 | Q2 2016 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Talisman Wealth Advisors LLC | 2 | 2 | 0.36% | 0.36% | 0.37% | Q1 2023 | Q2 2023 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.10% | 0.38% | 0.64% | Q1 2023 | Q3 2023 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Compass Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Massachusetts Wealth Management | 2 | 2 | 0.20% | 0.20% | 0.21% | Q1 2023 | Q2 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Trivant Custom Portfolio Group, LLC | 2 | 2 | 0.96% | 0.96% | 0.97% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 0.14% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.26% | 0.27% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Crestline Management, LP | 2 | 2 | 0.29% | 0.43% | 0.57% | Q1 2018 | Q2 2018 | 2 |
Corvex Management LP | 2 | 2 | 0.02% | 0.56% | 1.09% | Q2 2014 | Q3 2014 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
USCA RIA LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2021 | 2 |
Stelac Advisory Services LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q2 2023 | 2 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Highlander Capital Management, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q3 2020 | Q4 2020 | 2 |
DG Capital Management, LLC | 2 | 2 | 2.33% | 2.60% | 2.87% | Q4 2020 | Q1 2021 | 2 |
1ST SOURCE BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Soros Fund Management | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q3 2014 | 2 |
American Research & Management Co. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.02% | 0.36% | 0.70% | Q4 2018 | Q1 2019 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 2 |
Roundview Capital LLC | 1 | 1 | 0.02% | 0.25% | 0.47% | Q2 2014 | Q2 2022 | 2 |
Cowen Investment Management LLC | 2 | 2 | 4.82% | 8.24% | 11.67% | Q1 2021 | Q2 2021 | 2 |
STRALEM & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
ASPIRIANT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2020 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.20% | 1.09% | 1.98% | Q4 2016 | Q4 2020 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Dana Investment Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Choate Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Taconic Capital Advisors LP | 2 | 2 | 1.17% | 1.29% | 1.42% | Q4 2020 | Q1 2021 | 2 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 2 |
Ionic Capital Management LLC | 1 | 1 | 0.01% | 0.10% | 0.19% | Q1 2017 | Q1 2017 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 2 |
Stanford Investment Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q1 2017 | 2 |
BANKERS TRUST CO | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2014 | Q2 2014 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2017 | 2 |
HighVista Strategies LLC | 1 | 1 | 0.37% | 0.42% | 0.46% | Q4 2013 | Q1 2017 | 2 |
RESOURCE CONSULTING GROUP INC | 1 | 1 | 0.09% | 0.10% | 0.12% | Q3 2022 | Q2 2023 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2022 | Q4 2022 | 2 |
Palo Alto Investors LP | 2 | 2 | 0.11% | 0.42% | 0.73% | Q3 2021 | Q4 2021 | 2 |
GLG Partners LP | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2014 | Q3 2015 | 2 |
HAVENS ADVISORS LLC | 1 | 1 | 0.22% | 0.33% | 0.44% | Q2 2014 | Q1 2021 | 2 |
INVERNESS COUNSEL LLC /NY/ | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 2 |
JET CAPITAL INVESTORS L P | 2 | 2 | 0.53% | 1.23% | 1.92% | Q2 2014 | Q3 2014 | 2 |
HARBERT MANAGEMENT CORP | 2 | 2 | 4.95% | 5.06% | 5.18% | Q3 2013 | Q4 2013 | 2 |
DEARBORN PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q4 2015 | 2 |
AQR Capital Management | 1 | 1 | 0.00% | 0.12% | 0.24% | Q2 2014 | Q3 2023 | 2 |
PRINCETON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
BRIDGER MANAGEMENT, LLC | 2 | 2 | 2.60% | 4.11% | 5.61% | Q2 2022 | Q3 2022 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.72% | 0.87% | 1.02% | Q2 2014 | Q4 2018 | 2 |
SENTRY INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.21% | 0.29% | 0.37% | Q2 2014 | Q4 2020 | 2 |
WADE G W & INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
SUFFOLK CAPITAL MANAGEMENT LLC | 2 | 2 | 1.61% | 1.64% | 1.66% | Q2 2017 | Q3 2017 | 2 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 2 | 0.26% | 0.27% | 0.28% | Q1 2017 | Q2 2017 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.14% | 0.26% | Q4 2019 | Q2 2020 | 2 |
DG CAPITAL MANAGEMENT INC | 1 | 1 | 0.67% | 0.90% | 1.12% | Q1 2015 | Q4 2015 | 2 |
JARISLOWSKY, FRASER Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FORTEM FINANCIAL GROUP, LLC | 2 | 2 | 0.12% | 0.20% | 0.29% | Q3 2020 | Q4 2020 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.52% | 0.57% | 0.63% | Q4 2018 | Q1 2019 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.22% | 0.44% | Q4 2018 | Q1 2019 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Susquehanna International Group Ltd. | 1 | 1 | 0.11% | 0.21% | 0.31% | Q4 2020 | Q3 2023 | 2 |
Summit Financial, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Claro Advisors LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q2 2023 | 2 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.01% | 0.19% | 0.37% | Q2 2020 | Q2 2020 | 2 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2018 | Q4 2020 | 2 |
United Capital Management of KS, Inc. | 2 | 2 | 0.19% | 0.19% | 0.19% | Q3 2018 | Q4 2018 | 2 |
Centric Wealth Management | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.23% | 0.47% | Q4 2019 | Q3 2021 | 2 |
Swaine & Leidel Wealth Services, LLC | 1 | 1 | 0.21% | 2.12% | 4.02% | Q2 2020 | Q3 2021 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.09% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
CX Institutional | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 2 |
Avitas Wealth Management LLC | 1 | 1 | 0.06% | 0.21% | 0.36% | Q2 2022 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q4 2014 | Q1 2015 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Q3 Asset Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
Renasant Bank | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
CLARK ESTATES INC/NY | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2021 | Q3 2021 | 1 |
Mendota Financial Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Wilmington Funds Management Corp | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2014 | Q2 2014 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
DOHENY ASSET MANAGEMENT /CA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Tamarack Advisers, LP | 1 | 1 | 1.79% | 1.79% | 1.79% | Q4 2015 | Q4 2015 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Third Point | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2014 | Q2 2014 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2014 | Q3 2014 | 1 |
CLEARARC CAPITAL INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2014 | Q1 2014 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Flagship Private Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2016 | Q3 2016 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Marks Group Wealth Management, Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Ariose Capital Management Ltd | 1 | 1 | 12.56% | 12.56% | 12.56% | Q4 2019 | Q4 2019 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
C-J Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Keystone Financial Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
CAZ INVESTMENTS LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2014 | Q4 2014 | 1 |
Greylin Investment Management, Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2014 | Q1 2014 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Golden Green, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Astrantus Ltd | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Titus Wealth Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Gruss Capital Management LP | 1 | 1 | 1.41% | 1.41% | 1.41% | Q1 2015 | Q1 2015 | 1 |
StellarOne CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Antipodean Advisors LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2014 | Q2 2014 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
UNITED MARITIME CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q2 2021 | 1 |
ALLSTATE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Lumina Fund Management LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2014 | Q2 2014 | 1 |
Orca Investment Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2013 | Q4 2013 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Gotham Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Samjo Capital LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2023 | Q3 2023 | 1 |
Sanders Capital, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2023 | Q3 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Hemenway Trust Co LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Triumph Capital Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2020 | Q3 2020 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
ArchPoint Investors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Tri Locum Partners LP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2014 | Q4 2014 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
METROPOLITAN LIFE INSURANCE CO/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Islet Management, LP | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2019 | Q1 2019 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2013 | Q2 2013 | 1 |
GAM Holding AG | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Dai-ichi Life Insurance Company, Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Global X Management CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Citizens National Bank Trust Department | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Moon Capital Management, LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q1 2014 | Q1 2014 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Samson Rock Capital LLP | 1 | 1 | 6.21% | 6.21% | 6.21% | Q4 2020 | Q4 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2020 | Q3 2020 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2020 | Q4 2020 | 1 |
Rodgers Brothers Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
ALPINE ASSOCIATES MANAGEMENT INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Weaver Consulting Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
MERIDIAN MANAGEMENT CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
RMR Wealth Builders | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Frisch Financial Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
SEEYOND | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Baymount Management LP | 1 | 1 | 3.20% | 3.20% | 3.20% | Q2 2020 | Q2 2020 | 1 |
HNP Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2021 | Q2 2021 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
Meadow Creek Wealth Advisors LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2019 | Q4 2019 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BROOKTREE CAPITAL MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Rathbones Group PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IBM Retirement Fund | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
MENORA MIVTACHIM HOLDINGS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Adams Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2016 | Q2 2016 | 1 |
FCF Advisors LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2021 | Q3 2021 | 1 |
Twin Securities, Inc. | 1 | 1 | 5.61% | 5.61% | 5.61% | Q2 2014 | Q2 2014 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Tidal Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Calypso Capital Management, LP | 1 | 1 | 3.82% | 3.82% | 3.82% | Q3 2014 | Q3 2014 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Granite Point Capital Management, L.P. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2016 | Q3 2016 | 1 |
One Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
BTC Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
BARDIN HILL MANAGEMENT PARTNERS LP | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2014 | Q2 2014 | 1 |
Arden Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Moreno Evelyn V | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Keystone Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Rock Springs Capital Management LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2021 | Q1 2021 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2021 | Q2 2021 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2017 | Q2 2017 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
COHEN LAWRENCE B | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2014 | Q4 2014 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
ACUTA CAPITAL PARTNERS, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2016 | Q3 2016 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2018 | Q3 2018 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Siemens Fonds Invest GmbH | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Strategic Global Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
TAURUS ASSET MANAGEMENT, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2021 | Q3 2021 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2014 | Q2 2014 | 1 |
Aurora Investment Counsel | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Owl Creek Asset Management, L.P. | 1 | 1 | 5.46% | 5.46% | 5.46% | Q2 2014 | Q2 2014 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 2.32% | 2.32% | 2.32% | Q1 2019 | Q1 2019 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Man Group plc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q4 2022 | Q4 2022 | 1 |
Cadence Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vulcan Value Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Resolute Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Kellner Capital, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2014 | Q4 2014 | 1 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2014 | Q1 2014 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
METROPOLITAN CAPITAL ADVISORS INC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q3 2014 | Q3 2014 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 2.13% | 2.13% | 2.13% | Q1 2015 | Q1 2015 | 1 |
SWS Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
GREENWOOD GEARHART INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2014 | Q2 2014 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2014 | Q2 2014 | 1 |
BOWEN HANES & CO INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2015 | Q4 2015 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2023 | Q2 2023 | 1 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
RAND WEALTH, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BECK MACK & OLIVER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Franklin, Parlapiano, Turner & Welch, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Optimal Asset Management, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2021 | Q3 2021 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Perceptive Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 2.96% | 2.96% | 2.96% | Q2 2014 | Q2 2014 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
External links
This page lists all the filers that currently own ASTRAZENECA PLC or have owned ASTRAZENECA PLC in the past.