Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 121 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 114 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 112 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 105 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 105 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 104 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.12% | Q1 2012 | Q3 2023 | 100 |
Citadel Advisors | 42 | 42 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 98 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 97 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.26% | Q4 2015 | Q3 2023 | 92 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 89 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.05% | 0.15% | Q1 2012 | Q3 2023 | 89 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 77 |
JANE STREET GROUP, LLC | 26 | 10 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q3 2023 | 75 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.06% | 0.19% | Q3 2013 | Q3 2023 | 72 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 1 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q3 2023 | 70 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.06% | 0.64% | Q2 2013 | Q3 2023 | 67 |
WOLVERINE TRADING, LLC | 13 | 1 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q3 2023 | 67 |
Paloma Partners Management Co | 27 | 1 | 0.00% | 0.06% | 0.56% | Q2 2013 | Q2 2023 | 67 |
Jefferies Group LLC | 18 | 2 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q2 2022 | 63 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.06% | 0.49% | Q1 2013 | Q3 2023 | 62 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.03% | 0.19% | Q1 2009 | Q3 2023 | 59 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2018 | 57 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 56 |
Rehmann Capital Advisory Group | 17 | 1 | 0.04% | 0.25% | 2.02% | Q4 2008 | Q2 2023 | 54 |
TWO SIGMA INVESTMENTS, LP | 13 | 2 | 0.00% | 0.06% | 0.28% | Q3 2014 | Q3 2023 | 54 |
AMALGAMATED BANK | 52 | 52 | 0.07% | 0.16% | 0.39% | Q4 2010 | Q3 2023 | 52 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 51 |
GLENMEDE TRUST CO NA | 45 | 1 | 0.00% | 0.10% | 0.23% | Q1 2008 | Q3 2023 | 51 |
HighTower Advisors, LLC | 17 | 8 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.03% | 0.17% | 0.33% | Q3 2011 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.06% | 0.11% | 0.14% | Q3 2011 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.01% | 0.14% | 0.43% | Q4 2010 | Q3 2022 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.04% | 0.14% | 0.39% | Q4 2011 | Q3 2023 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.01% | 0.09% | 0.83% | Q1 2012 | Q3 2023 | 47 |
Twin Tree Management, LP | 8 | 1 | 0.00% | 0.03% | 0.16% | Q4 2012 | Q2 2023 | 47 |
Squarepoint Ops LLC | 19 | 1 | 0.00% | 0.12% | 0.69% | Q4 2014 | Q3 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 46 |
PEAK6 Investments LLC | 10 | 2 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 45 |
CAPITAL FUND MANAGEMENT S.A. | 15 | 1 | 0.00% | 0.04% | 0.23% | Q3 2013 | Q3 2023 | 45 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.03% | 0.11% | 0.26% | Q4 2012 | Q3 2023 | 44 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 44 |
BRANDES INVESTMENT PARTNERS, LP | 44 | 44 | 1.13% | 1.83% | 2.58% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.02% | 0.08% | 0.48% | Q4 2012 | Q3 2023 | 44 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.00% | 0.17% | 0.34% | Q3 2013 | Q4 2023 | 44 |
Retirement Systems of Alabama | 43 | 43 | 0.03% | 0.10% | 0.15% | Q1 2013 | Q3 2023 | 43 |
M&R CAPITAL MANAGEMENT INC | 43 | 43 | 0.15% | 1.37% | 2.66% | Q2 2013 | Q4 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.06% | 0.14% | 0.20% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q3 2023 | 43 |
CACTI ASSET MANAGEMENT LLC | 43 | 43 | 0.98% | 2.24% | 3.44% | Q2 2013 | Q4 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.01% | 0.04% | 0.15% | Q1 2013 | Q3 2023 | 43 |
Pekin Hardy Strauss, Inc. | 43 | 43 | 0.13% | 0.63% | 1.27% | Q1 2013 | Q3 2023 | 43 |
FULTON BANK, N.A. | 43 | 43 | 0.03% | 0.11% | 0.25% | Q2 2013 | Q4 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.03% | 0.05% | Q4 2012 | Q2 2023 | 43 |
WOODSTOCK CORP | 43 | 43 | 0.16% | 0.33% | 0.46% | Q2 2013 | Q4 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.08% | 0.15% | 0.22% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.01% | 0.10% | 0.29% | Q4 2012 | Q3 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.01% | 0.08% | 0.16% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.10% | 0.22% | Q1 2013 | Q3 2023 | 43 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 42 | 42 | 0.05% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA | 29 | 13 | 0.00% | 0.03% | 0.20% | Q1 2013 | Q3 2023 | 42 |
Cohen Capital Management, Inc. | 42 | 42 | 0.30% | 0.68% | 1.02% | Q2 2013 | Q3 2023 | 42 |
BOYAR ASSET MANAGEMENT INC. | 42 | 42 | 1.98% | 2.53% | 3.19% | Q2 2013 | Q3 2023 | 42 |
GUYASUTA INVESTMENT ADVISORS INC | 42 | 42 | 0.06% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.04% | 0.26% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q4 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.28% | 0.69% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.01% | 0.05% | 0.27% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.06% | 0.23% | 0.52% | Q2 2013 | Q3 2023 | 42 |
HARRIS ASSOCIATES L P | 42 | 42 | 0.30% | 0.69% | 1.09% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.08% | 0.15% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q4 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.01% | 0.18% | 0.61% | Q2 2013 | Q3 2023 | 42 |
Spears Abacus Advisors LLC | 42 | 42 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.07% | 0.18% | 0.25% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Longview Partners (Guernsey) LTD | 42 | 42 | 3.72% | 4.92% | 6.12% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.98% | 1.56% | 2.31% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.10% | 0.19% | 0.36% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.04% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Artisan Partners Limited Partnership | 42 | 42 | 0.80% | 1.22% | 1.72% | Q2 2013 | Q3 2023 | 42 |
Cubic Asset Management, LLC | 42 | 42 | 0.56% | 0.81% | 1.08% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
NEVILLE RODIE & SHAW INC | 42 | 42 | 0.11% | 0.18% | 0.26% | Q3 2013 | Q4 2023 | 42 |
CIBC WORLD MARKET INC. | 34 | 7 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Sabal Trust CO | 42 | 42 | 0.03% | 0.66% | 2.46% | Q2 2013 | Q3 2023 | 42 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 42 | 42 | 0.10% | 0.38% | 0.62% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.06% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.04% | 0.08% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.06% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.03% | 0.10% | 0.16% | Q2 2012 | Q4 2022 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.09% | 0.18% | 0.25% | Q2 2013 | Q3 2023 | 42 |
KLINGENSTEIN FIELDS & CO LP | 42 | 42 | 0.04% | 0.25% | 0.57% | Q2 2013 | Q3 2023 | 42 |
RBF Capital, LLC | 42 | 42 | 0.12% | 0.56% | 0.90% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.05% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 42 |
LEVIN CAPITAL STRATEGIES, L.P. | 42 | 42 | 0.43% | 1.49% | 3.54% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.06% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.07% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
1834 INVESTMENT ADVISORS CO | 42 | 42 | 0.06% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PRIVATE MANAGEMENT GROUP INC | 42 | 42 | 0.88% | 1.47% | 2.94% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.05% | 0.18% | 0.39% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.05% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.22% | 0.57% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.06% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Douglass Winthrop Advisors, LLC | 42 | 42 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.00% | 0.05% | 0.50% | Q2 2013 | Q3 2023 | 42 |
MCRAE CAPITAL MANAGEMENT INC | 42 | 42 | 0.17% | 0.27% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Tweedy, Browne Co LLC | 42 | 42 | 0.98% | 4.68% | 7.23% | Q2 2013 | Q3 2023 | 42 |
Morningstar Investment Services LLC | 42 | 42 | 0.06% | 0.42% | 0.82% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.07% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.31% | 2.71% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.08% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Edgemoor Investment Advisors, Inc. | 42 | 42 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.03% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.07% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.16% | 0.39% | Q2 2013 | Q3 2023 | 42 |
CARRET ASSET MANAGEMENT, LLC | 42 | 42 | 0.13% | 0.26% | 0.39% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
EVERGREEN CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.50% | 1.12% | Q2 2013 | Q3 2023 | 42 |
HAP Trading, LLC | 9 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2022 | 42 |
Korea Investment CORP | 42 | 42 | 0.03% | 0.15% | 0.33% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.17% | 0.55% | Q2 2013 | Q3 2023 | 42 |
FRONT BARNETT ASSOCIATES LLC | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Essex Financial Services, Inc. | 42 | 42 | 0.05% | 0.15% | 0.28% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.07% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
BOSTON RESEARCH & MANAGEMENT INC | 42 | 42 | 0.93% | 1.32% | 1.63% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 0.12% | 0.89% | 1.64% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.27% | 0.91% | 1.35% | Q2 2013 | Q3 2023 | 42 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 42 | 42 | 0.05% | 0.27% | 0.76% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.06% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.86% | 1.30% | 1.80% | Q2 2013 | Q3 2023 | 42 |
DAVIS SELECTED ADVISERS | 42 | 42 | 3.06% | 4.42% | 7.45% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.08% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Calamos Advisors LLC | 42 | 42 | 0.04% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Portland Global Advisors LLC | 42 | 42 | 0.56% | 0.90% | 1.19% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.00% | 1.07% | 3.42% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.02% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Westchester Capital Management, Inc. | 42 | 42 | 1.85% | 3.36% | 4.49% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 42 | 42 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
FIRST FOUNDATION ADVISORS | 42 | 42 | 0.02% | 1.16% | 2.42% | Q2 2013 | Q3 2023 | 42 |
Brandywine Global Investment Management, LLC | 42 | 42 | 0.14% | 0.27% | 0.39% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.06% | 0.27% | 0.52% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.09% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
FIRST CITIZENS BANK & TRUST CO | 42 | 42 | 0.01% | 0.14% | 0.60% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.04% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 42 |
DELTA CAPITAL MANAGEMENT LLC | 42 | 42 | 1.11% | 1.63% | 2.14% | Q2 2013 | Q3 2023 | 42 |
Rafferty Asset Management, LLC | 42 | 42 | 0.04% | 0.17% | 0.55% | Q2 2013 | Q3 2023 | 42 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.11% | 0.24% | 0.36% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.07% | 0.17% | 0.26% | Q2 2013 | Q3 2023 | 42 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 42 | 42 | 0.07% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.06% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Alberta Investment Management Corp | 42 | 42 | 0.06% | 0.16% | 0.40% | Q2 2013 | Q3 2023 | 42 |
AUXIER ASSET MANAGEMENT | 42 | 42 | 1.66% | 2.46% | 3.20% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.03% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.01% | 0.19% | 0.70% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.20% | 0.49% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.01% | 0.28% | 0.77% | Q2 2013 | Q3 2023 | 42 |
DODGE & COX | 42 | 42 | 1.66% | 2.00% | 2.54% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.10% | 0.37% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.06% | 0.56% | Q2 2013 | Q3 2023 | 42 |
Edgewood Management | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.08% | 0.15% | 0.21% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FAIRFIELD, BUSH & CO. | 42 | 42 | 0.06% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.10% | 0.18% | 0.26% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BRISTOL JOHN W & CO INC /NY/ | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.08% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.07% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.08% | 0.15% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 42 | 42 | 0.02% | 0.17% | 0.94% | Q2 2013 | Q3 2023 | 42 |
Murphy Pohlad Asset Management LLC | 42 | 42 | 0.89% | 2.71% | 3.95% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.08% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 42 |
DELTA ASSET MANAGEMENT LLC/TN | 42 | 42 | 0.04% | 0.67% | 1.59% | Q2 2013 | Q3 2023 | 42 |
DEAN INVESTMENT ASSOCIATES, LLC | 42 | 42 | 0.22% | 0.72% | 1.34% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.02% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.84% | 1.51% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.07% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.09% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 0.15% | 0.25% | 0.34% | Q2 2013 | Q3 2023 | 42 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 42 | 42 | 0.05% | 1.52% | 5.49% | Q2 2013 | Q3 2023 | 42 |
Mraz, Amerine & Associates, Inc. | 42 | 42 | 0.29% | 1.17% | 1.43% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.15% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.05% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.02% | 0.12% | 0.39% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.01% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
YACKTMAN ASSET MANAGEMENT LP | 42 | 42 | 1.04% | 1.76% | 2.29% | Q2 2013 | Q3 2023 | 42 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 42 | 42 | 0.09% | 0.64% | 1.16% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.48% | 0.71% | 0.99% | Q2 2013 | Q3 2023 | 42 |
First Eagle Investment Management, LLC | 42 | 42 | 1.79% | 2.31% | 2.75% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.02% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.12% | 0.57% | 0.83% | Q2 2013 | Q3 2023 | 42 |
FAYEZ SAROFIM & CO | 40 | 1 | 0.15% | 1.48% | 2.15% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 41 |
AMI INVESTMENT MANAGEMENT INC | 40 | 1 | 0.71% | 2.65% | 4.35% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.09% | 0.18% | 0.26% | Q3 2013 | Q3 2023 | 41 |
PARK NATIONAL CORP /OH/ | 34 | 3 | 0.09% | 0.69% | 1.69% | Q2 2013 | Q4 2023 | 41 |
CAMBRIDGE TRUST CO | 27 | 14 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Ariel Investments | 41 | 41 | 0.03% | 0.06% | 0.07% | Q2 2013 | Q2 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.01% | 0.10% | 0.36% | Q2 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 41 |
Financial Engines Advisors L.L.C. | 32 | 9 | 0.02% | 2.35% | 12.05% | Q2 2013 | Q3 2023 | 41 |
Cove Street Capital, LLC | 29 | 12 | 0.26% | 0.65% | 1.27% | Q2 2013 | Q3 2023 | 41 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 41 | 41 | 0.07% | 0.17% | 0.25% | Q3 2013 | Q3 2023 | 41 |
PARSONS CAPITAL MANAGEMENT INC/RI | 28 | 13 | 0.07% | 0.21% | 0.32% | Q2 2013 | Q3 2023 | 41 |
TCI Wealth Advisors, Inc. | 28 | 13 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q1 2023 | 41 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 38 | 1 | 0.03% | 0.12% | 0.26% | Q1 2013 | Q3 2023 | 41 |
OAK ASSOCIATES LTD /OH/ | 40 | 1 | 0.27% | 0.58% | 1.06% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.06% | 0.23% | Q3 2013 | Q3 2023 | 41 |
PEAPACK GLADSTONE FINANCIAL CORP | 41 | 41 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 41 |
Rodgers Brothers Inc. | 41 | 41 | 0.07% | 0.15% | 0.30% | Q3 2013 | Q3 2023 | 41 |
CANADA PENSION PLAN INVESTMENT BOARD | 31 | 10 | 0.03% | 0.12% | 0.34% | Q2 2013 | Q3 2023 | 41 |
WELLINGTON MANAGEMENT GROUP LLP | 31 | 10 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 41 |
HM PAYSON & CO | 22 | 19 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 18 | 0.06% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.08% | 0.13% | 0.23% | Q1 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 41 |
NISA INVESTMENT ADVISORS, LLC | 34 | 7 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.03% | 0.14% | 0.27% | Q3 2013 | Q3 2023 | 41 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 36 | 5 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 41 |
SIGNATUREFD, LLC | 41 | 41 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q3 2023 | 41 |
TRILLIUM ASSET MANAGEMENT, LLC | 41 | 41 | 0.02% | 0.41% | 0.97% | Q3 2013 | Q3 2023 | 41 |
SENTRY INVESTMENT MANAGEMENT LLC | 30 | 3 | 0.00% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 40 |
WESBANCO BANK INC | 30 | 4 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 40 |
BLB&B Advisors, LLC | 37 | 3 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q2 2023 | 40 |
SYNOVUS FINANCIAL CORP | 37 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Pettee Investors, Inc. | 40 | 40 | 0.21% | 0.34% | 0.54% | Q4 2013 | Q3 2023 | 40 |
NATIXIS ADVISORS, L.P. | 40 | 40 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 40 |
JARISLOWSKY, FRASER Ltd | 40 | 40 | 0.00% | 0.16% | 1.79% | Q2 2013 | Q1 2023 | 40 |
TORONTO DOMINION BANK | 36 | 2 | 0.00% | 0.03% | 0.07% | Q1 2013 | Q3 2023 | 40 |
CORDA Investment Management, LLC. | 39 | 1 | 1.03% | 1.83% | 3.20% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.09% | 0.18% | 0.26% | Q3 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.04% | 0.12% | 0.20% | Q4 2013 | Q3 2023 | 40 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 6 | 0.01% | 0.24% | 0.80% | Q3 2013 | Q3 2023 | 40 |
Kistler-Tiffany Companies, LLC | 35 | 5 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q2 2023 | 40 |
Private Advisor Group, LLC | 38 | 38 | 0.00% | 0.04% | 0.23% | Q2 2014 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.09% | 0.17% | 0.24% | Q4 2013 | Q3 2023 | 40 |
PRIO WEALTH LIMITED PARTNERSHIP | 36 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 40 |
WealthTrust Axiom LLC | 40 | 40 | 0.08% | 0.20% | 0.33% | Q4 2013 | Q3 2023 | 40 |
BALDWIN BROTHERS LLC/MA | 40 | 40 | 0.00% | 0.18% | 0.85% | Q1 2014 | Q4 2023 | 40 |
Barbara Oil Co. | 40 | 40 | 1.50% | 2.28% | 2.94% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.04% | 0.11% | 0.16% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.02% | 0.41% | 0.76% | Q4 2013 | Q3 2023 | 40 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 35 | 5 | 0.01% | 0.27% | 0.60% | Q2 2013 | Q3 2023 | 40 |
STATE STREET CORP | 32 | 8 | 0.07% | 0.15% | 0.22% | Q2 2013 | Q3 2023 | 40 |
Johnson Financial Group, Inc. | 26 | 14 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 40 |
TD Capital Management LLC | 35 | 5 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
LOGAN CAPITAL MANAGEMENT INC | 30 | 10 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 40 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 40 | 40 | 0.04% | 0.09% | 0.12% | Q4 2013 | Q3 2023 | 40 |
NOMURA HOLDINGS INC | 11 | 1 | 0.00% | 0.01% | 0.08% | Q4 2012 | Q3 2023 | 40 |
APG Asset Management N.V. | 22 | 18 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 40 |
B. Riley Wealth Advisors, Inc. | 34 | 1 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 40 |
MOTCO | 26 | 13 | 0.00% | 0.24% | 0.59% | Q2 2013 | Q3 2023 | 39 |
CKW FINANCIAL GROUP | 37 | 2 | 0.02% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.16% | 0.77% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
Cubist Systematic Strategies, LLC | 20 | 16 | 0.00% | 0.10% | 0.35% | Q2 2014 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.10% | 0.21% | 0.37% | Q1 2014 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.37% | 0.58% | 0.78% | Q1 2014 | Q3 2023 | 39 |
EDGAR LOMAX CO/VA | 36 | 3 | 0.57% | 1.19% | 1.70% | Q2 2013 | Q3 2023 | 39 |
Wellington Shields Capital Management, LLC | 26 | 13 | 0.01% | 0.07% | 0.20% | Q3 2013 | Q3 2023 | 39 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 39 | 39 | 0.56% | 0.81% | 1.00% | Q1 2014 | Q3 2023 | 39 |
TUDOR INVESTMENT CORP ET AL | 16 | 1 | 0.01% | 0.06% | 0.53% | Q2 2013 | Q1 2023 | 39 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
SHELTON CAPITAL MANAGEMENT | 29 | 4 | 0.01% | 0.12% | 0.48% | Q2 2013 | Q3 2023 | 39 |
Berkshire Hathaway | 39 | 39 | 0.38% | 1.15% | 2.08% | Q2 2013 | Q4 2022 | 39 |
Tower Research Capital LLC (TRC) | 25 | 5 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.06% | 0.14% | 0.22% | Q2 2013 | Q2 2023 | 39 |
Baker Ellis Asset Management LLC | 35 | 4 | 0.04% | 0.38% | 0.75% | Q2 2013 | Q3 2023 | 39 |
GUARDIAN INVESTMENT MANAGEMENT | 39 | 39 | 0.38% | 1.20% | 1.88% | Q3 2013 | Q1 2023 | 39 |
Van Hulzen Asset Management, LLC | 38 | 1 | 0.05% | 0.32% | 1.53% | Q4 2013 | Q3 2023 | 39 |
Benin Management CORP | 27 | 1 | 0.08% | 0.54% | 2.43% | Q2 2013 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q4 2022 | 39 |
Cannell & Co. | 39 | 39 | 0.35% | 0.70% | 0.92% | Q1 2014 | Q3 2023 | 39 |
CRAWFORD INVESTMENT COUNSEL INC | 27 | 12 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
ALTFEST L J & CO INC | 20 | 19 | 0.04% | 0.28% | 0.98% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.05% | 0.11% | Q1 2014 | Q3 2023 | 39 |
BROWN BROTHERS HARRIMAN & CO | 30 | 9 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 39 |
CONNING INC. | 37 | 2 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2023 | 39 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 19 | 2 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 39 |
Compagnie Lombard Odier SCmA | 38 | 1 | 0.01% | 0.24% | 0.62% | Q4 2013 | Q3 2023 | 39 |
ATWOOD & PALMER INC | 38 | 38 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 38 |
SCHULHOFF & CO INC | 38 | 38 | 0.26% | 0.42% | 0.70% | Q2 2014 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.05% | 0.09% | 0.21% | Q2 2013 | Q3 2022 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.01% | 0.02% | 0.09% | Q1 2014 | Q3 2023 | 38 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 27 | 11 | 0.16% | 0.76% | 1.82% | Q2 2013 | Q3 2023 | 38 |
ONTARIO TEACHERS PENSION PLAN BOARD | 38 | 38 | 0.00% | 0.38% | 1.38% | Q2 2013 | Q3 2022 | 38 |
WEDBUSH SECURITIES INC | 32 | 6 | 0.02% | 0.10% | 0.27% | Q1 2014 | Q3 2023 | 38 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 32 | 6 | 0.09% | 0.23% | 0.36% | Q2 2013 | Q3 2023 | 38 |
Citizens Business Bank | 26 | 12 | 0.12% | 0.17% | 0.22% | Q4 2012 | Q2 2022 | 38 |
Hudock, Inc. | 38 | 38 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2022 | 38 |
Laurion Capital Management LP | 11 | 1 | 0.00% | 0.03% | 0.26% | Q3 2013 | Q3 2022 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.07% | 0.11% | 0.28% | Q2 2014 | Q3 2023 | 38 |
KARPAS STRATEGIES, LLC | 38 | 38 | 0.33% | 0.51% | 0.72% | Q2 2014 | Q3 2023 | 38 |
American Research & Management Co. | 38 | 38 | 0.18% | 0.26% | 0.34% | Q2 2013 | Q3 2022 | 38 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 38 |
Manchester Capital Management LLC | 32 | 5 | 0.01% | 0.05% | 0.08% | Q2 2014 | Q3 2023 | 37 |
ING GROEP NV | 12 | 1 | 0.00% | 0.08% | 0.52% | Q1 2013 | Q3 2023 | 37 |
South Dakota Investment Council | 37 | 37 | 0.37% | 0.66% | 1.26% | Q3 2014 | Q3 2023 | 37 |
REGENTATLANTIC CAPITAL LLC | 24 | 13 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2022 | 37 |
LSV ASSET MANAGEMENT | 31 | 6 | 0.00% | 0.31% | 0.77% | Q2 2013 | Q3 2023 | 37 |
Focused Wealth Management, Inc | 19 | 18 | 0.01% | 0.07% | 0.27% | Q3 2013 | Q3 2023 | 37 |
FORTE CAPITAL LLC /ADV | 37 | 37 | 0.18% | 0.29% | 0.49% | Q3 2014 | Q3 2023 | 37 |
Checchi Capital Advisers, LLC | 37 | 37 | 0.03% | 0.06% | 0.12% | Q3 2014 | Q3 2023 | 37 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 23 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
Community Bank, N.A. | 36 | 36 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 26 | 10 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q3 2023 | 36 |
National Pension Service | 33 | 3 | 0.10% | 0.19% | 0.28% | Q3 2014 | Q3 2023 | 36 |
BANK OF HAWAII | 36 | 36 | 0.01% | 0.06% | 0.19% | Q2 2013 | Q1 2022 | 36 |
American National Registered Investment Advisor, Inc. | 36 | 36 | 0.18% | 0.35% | 0.46% | Q2 2013 | Q1 2022 | 36 |
DOWLING & YAHNKE LLC | 22 | 14 | 0.06% | 0.26% | 0.38% | Q2 2013 | Q3 2022 | 36 |
COMPTON CAPITAL MANAGEMENT INC /RI | 36 | 36 | 0.10% | 0.19% | 0.37% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.13% | 0.23% | Q4 2014 | Q3 2023 | 36 |
Northstar Group, Inc. | 36 | 36 | 0.08% | 0.38% | 0.74% | Q4 2014 | Q3 2023 | 36 |
BARINGS LLC | 30 | 6 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q2 2022 | 36 |
Lincoln Capital LLC | 36 | 36 | 0.75% | 1.99% | 3.15% | Q4 2014 | Q3 2023 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 0.18% | 0.59% | 0.78% | Q2 2013 | Q1 2022 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.12% | 0.45% | Q4 2014 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.21% | 0.50% | 0.70% | Q2 2013 | Q1 2022 | 36 |
Brinker Capital Investments, LLC | 36 | 36 | 0.02% | 0.04% | 0.09% | Q1 2014 | Q4 2022 | 36 |
ADVISOR PARTNERS LLC | 31 | 5 | 0.08% | 0.19% | 0.30% | Q2 2013 | Q2 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.07% | 0.12% | 0.15% | Q2 2013 | Q1 2022 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.03% | 0.12% | 0.25% | Q2 2013 | Q1 2022 | 36 |
Glassman Wealth Services | 36 | 36 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 36 |
AMERICAN CENTURY COMPANIES INC | 30 | 6 | 0.00% | 0.31% | 0.61% | Q2 2013 | Q3 2023 | 36 |
RATIONAL ADVISORS LLC | 15 | 2 | 0.00% | 0.08% | 0.52% | Q1 2009 | Q3 2020 | 36 |
MONTAG A & ASSOCIATES INC | 23 | 1 | 0.00% | 0.06% | 0.51% | Q2 2014 | Q3 2023 | 36 |
PRUDENTIAL PLC | 25 | 1 | 0.00% | 0.21% | 0.56% | Q3 2013 | Q3 2023 | 35 |
Candriam S.C.A. | 31 | 4 | 0.01% | 0.08% | 0.23% | Q4 2014 | Q3 2023 | 35 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 35 |
TDAM USA INC. | 35 | 35 | 0.02% | 0.08% | 0.24% | Q2 2013 | Q4 2021 | 35 |
MEYER HANDELMAN CO | 35 | 35 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2021 | 35 |
Atria Investments, Inc | 22 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 35 |
MARKSTON INTERNATIONAL LLC | 35 | 35 | 0.16% | 0.41% | 0.50% | Q2 2013 | Q4 2021 | 35 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 32 | 1 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.02% | 0.48% | 1.12% | Q2 2013 | Q4 2021 | 35 |
ISTHMUS PARTNERS, LLC | 33 | 2 | 1.40% | 1.73% | 2.09% | Q4 2014 | Q3 2023 | 35 |
Pineno Levin & Ford Asset Management, Inc. | 35 | 35 | 1.23% | 1.92% | 2.34% | Q2 2013 | Q4 2021 | 35 |
FDx Advisors, Inc. | 30 | 5 | 0.01% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 35 |
CENTRAL BANK & TRUST CO | 28 | 7 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 35 |
Tradewinds Capital Management, LLC | 34 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2022 | 35 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 33 | 2 | 0.01% | 0.72% | 1.34% | Q2 2013 | Q3 2023 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.03% | 0.07% | 0.12% | Q1 2015 | Q3 2023 | 35 |
CHICAGO TRUST Co NA | 35 | 35 | 0.09% | 0.12% | 0.17% | Q1 2015 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.07% | 0.21% | Q1 2015 | Q3 2023 | 35 |
Country Club Trust Company, n.a. | 35 | 35 | 0.50% | 0.91% | 1.29% | Q2 2013 | Q4 2021 | 35 |
Sandy Spring Bank | 26 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 35 |
IBM Retirement Fund | 34 | 1 | 0.08% | 0.18% | 0.27% | Q2 2013 | Q1 2022 | 35 |
VALLEY NATIONAL ADVISERS INC | 28 | 7 | 0.00% | 0.15% | 0.97% | Q4 2014 | Q3 2023 | 35 |
Ancora Advisors LLC | 17 | 1 | 0.00% | 0.08% | 0.24% | Q3 2013 | Q3 2023 | 35 |
TWO SIGMA ADVISERS, LP | 12 | 1 | 0.00% | 0.08% | 0.27% | Q3 2013 | Q3 2023 | 35 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 34 | 34 | 0.02% | 0.61% | 1.04% | Q2 2015 | Q3 2023 | 34 |
Richard Bernstein Advisors LLC | 26 | 2 | 0.02% | 0.17% | 0.48% | Q2 2013 | Q2 2022 | 34 |
MARCO INVESTMENT MANAGEMENT LLC | 34 | 34 | 0.12% | 0.45% | 0.62% | Q2 2013 | Q3 2021 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q3 2021 | 34 |
Meiji Yasuda Asset Management Co Ltd. | 34 | 34 | 0.03% | 0.12% | 0.23% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.05% | 0.23% | Q2 2015 | Q3 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.13% | 0.60% | 1.05% | Q2 2015 | Q3 2023 | 34 |
Capital Analysts, LLC | 15 | 7 | 0.00% | 0.04% | 0.15% | Q4 2012 | Q3 2023 | 34 |
RNC CAPITAL MANAGEMENT LLC | 29 | 5 | 0.02% | 0.09% | 0.32% | Q2 2013 | Q1 2022 | 34 |
WINTON GROUP Ltd | 15 | 5 | 0.02% | 0.17% | 0.67% | Q2 2014 | Q2 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.06% | 0.09% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2022 | 34 |
World Asset Management Inc | 34 | 34 | 0.12% | 0.16% | 0.19% | Q2 2013 | Q3 2021 | 34 |
Spot Trading L.L.C | 12 | 3 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q1 2017 | 34 |
SALZHAUER MICHAEL | 16 | 1 | 0.03% | 0.13% | 0.37% | Q4 2013 | Q1 2019 | 34 |
FIRST NATIONAL TRUST CO | 12 | 10 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 34 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q2 2021 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2023 | 33 |
ASSETMARK, INC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q2 2021 | 33 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 27 | 1 | 0.02% | 0.07% | 0.24% | Q2 2010 | Q4 2022 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
UMB Bank, n.a. | 25 | 8 | 0.00% | 0.09% | 0.67% | Q3 2014 | Q3 2023 | 33 |
EAGLE CAPITAL MANAGEMENT LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
DUPONT CAPITAL MANAGEMENT CORP | 25 | 1 | 0.00% | 0.06% | 0.36% | Q2 2013 | Q2 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2021 | 33 |
Cetera Advisors LLC | 15 | 6 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 33 |
STEWART & PATTEN CO LLC | 32 | 1 | 0.03% | 1.69% | 2.56% | Q2 2013 | Q4 2021 | 33 |
Hanson & Doremus Investment Management | 33 | 33 | 0.01% | 0.03% | 0.08% | Q3 2015 | Q3 2023 | 33 |
AMF Tjanstepension AB | 33 | 33 | 0.07% | 0.41% | 1.07% | Q3 2015 | Q3 2023 | 33 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 28 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.03% | 0.04% | Q3 2015 | Q3 2023 | 33 |
DUNCKER STREETT & CO INC | 25 | 2 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 33 |
ABNER HERRMAN & BROCK LLC | 24 | 9 | 0.46% | 1.64% | 2.46% | Q2 2013 | Q1 2023 | 33 |
GREENWOOD GEARHART INC | 32 | 32 | 1.26% | 2.01% | 2.50% | Q2 2013 | Q1 2021 | 32 |
ROTHSCHILD INVESTMENT LLC /IL | 15 | 5 | 0.02% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 32 |
PEDDOCK CAPITAL ADVISORS, LLC | 27 | 1 | 0.07% | 0.17% | 0.24% | Q4 2013 | Q1 2022 | 32 |
BOSTON FINANCIAL MANGEMENT LLC | 31 | 1 | 0.01% | 0.07% | 0.10% | Q2 2013 | Q4 2021 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.05% | 0.12% | 0.36% | Q2 2013 | Q4 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.12% | 0.26% | 0.46% | Q1 2016 | Q4 2023 | 32 |
Oakworth Capital, Inc. | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
HighTower Trust Company, N.A. | 27 | 2 | 0.04% | 0.09% | 0.19% | Q2 2013 | Q1 2023 | 32 |
INTREPID CAPITAL MANAGEMENT INC | 30 | 2 | 0.16% | 2.63% | 4.24% | Q2 2013 | Q3 2023 | 32 |
DAVENPORT & Co LLC | 24 | 8 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 32 |
BURKE & HERBERT BANK & TRUST CO | 25 | 1 | 0.15% | 0.39% | 0.70% | Q2 2013 | Q1 2022 | 32 |
WEBSTER BANK, N. A. | 28 | 4 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 32 |
First PREMIER Bank | 32 | 32 | 0.01% | 0.26% | 0.46% | Q4 2015 | Q3 2023 | 32 |
JFS WEALTH ADVISORS, LLC | 31 | 1 | 0.02% | 0.05% | 0.15% | Q3 2015 | Q3 2023 | 32 |
LAZARD ASSET MANAGEMENT LLC | 28 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 32 |
FLIPPIN BRUCE & PORTER INC | 32 | 32 | 0.34% | 1.09% | 2.21% | Q2 2013 | Q1 2021 | 32 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.00% | 0.17% | 0.83% | Q1 2015 | Q2 2023 | 32 |
MEEDER ASSET MANAGEMENT INC | 18 | 2 | 0.02% | 0.18% | 0.68% | Q3 2014 | Q2 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.03% | 0.27% | 0.94% | Q2 2013 | Q1 2021 | 32 |
Accredited Investors Inc. | 16 | 2 | 0.02% | 0.11% | 0.31% | Q2 2013 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.02% | 0.09% | 0.13% | Q2 2013 | Q1 2021 | 32 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 6 | 0.02% | 0.17% | 0.32% | Q2 2013 | Q3 2023 | 31 |
Meiji Yasuda Life Insurance Co | 22 | 2 | 0.01% | 0.23% | 0.53% | Q2 2013 | Q3 2023 | 31 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.02% | 0.23% | Q1 2015 | Q3 2023 | 31 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.04% | 0.44% | Q4 2015 | Q3 2023 | 31 |
FIRST QUADRANT LLC/CA | 24 | 7 | 0.01% | 0.20% | 1.00% | Q2 2013 | Q4 2021 | 31 |
VAN ECK ASSOCIATES CORP | 13 | 1 | 0.00% | 0.08% | 0.33% | Q2 2013 | Q3 2023 | 31 |
Pacer Advisors, Inc. | 14 | 1 | 0.00% | 0.08% | 0.22% | Q4 2013 | Q3 2023 | 31 |
CWM, LLC | 20 | 1 | 0.00% | 0.12% | 0.22% | Q3 2013 | Q3 2023 | 31 |
Tredje AP-fonden | 31 | 31 | 0.02% | 0.14% | 0.28% | Q2 2015 | Q4 2022 | 31 |
Curbstone Financial Management Corp | 16 | 3 | 0.09% | 0.13% | 0.17% | Q1 2015 | Q4 2023 | 31 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 19 | 12 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 31 |
BP PLC | 20 | 11 | 0.04% | 0.22% | 0.67% | Q3 2013 | Q2 2021 | 31 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 31 | 31 | 0.03% | 0.08% | 0.11% | Q4 2013 | Q2 2021 | 31 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 31 |
MACKENZIE FINANCIAL CORP | 31 | 31 | 0.00% | 0.01% | 0.09% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 31 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2020 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.16% | 0.28% | Q2 2013 | Q4 2020 | 31 |
MYCIO WEALTH PARTNERS, LLC | 27 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2022 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.02% | 0.28% | 0.95% | Q2 2014 | Q4 2021 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.13% | 0.22% | Q1 2016 | Q3 2023 | 31 |
SEARLE & CO. | 14 | 1 | 0.06% | 0.17% | 0.25% | Q4 2014 | Q2 2023 | 31 |
Personal Capital Advisors Corp | 30 | 1 | 0.00% | 0.07% | 0.15% | Q3 2014 | Q4 2022 | 31 |
Kovitz Investment Group Partners, LLC | 31 | 31 | 0.06% | 0.75% | 2.96% | Q1 2016 | Q3 2023 | 31 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 13 | 4 | 0.03% | 0.13% | 0.20% | Q3 2013 | Q3 2023 | 31 |
PUTNAM INVESTMENTS LLC | 27 | 1 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.07% | 0.13% | 0.16% | Q2 2013 | Q4 2020 | 31 |
Capital International Investors | 31 | 31 | 0.13% | 0.54% | 1.46% | Q2 2013 | Q4 2020 | 31 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 29 | 2 | 0.14% | 0.35% | 0.54% | Q1 2014 | Q2 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
FIL Ltd | 28 | 2 | 0.00% | 0.45% | 0.92% | Q2 2013 | Q1 2021 | 30 |
Skandinaviska Enskilda Banken AB (publ) | 27 | 3 | 0.05% | 0.10% | 0.21% | Q1 2016 | Q3 2023 | 30 |
NEW ENGLAND ASSET MANAGEMENT INC | 21 | 9 | 0.00% | 2.79% | 10.97% | Q1 2015 | Q3 2022 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.14% | 0.18% | 0.48% | Q2 2013 | Q3 2020 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.16% | 0.23% | 0.34% | Q1 2016 | Q3 2023 | 30 |
INDEPENDENT INVESTORS INC | 30 | 30 | 0.06% | 0.37% | 0.45% | Q3 2013 | Q4 2020 | 30 |
American Assets Investment Management, LLC | 16 | 14 | 0.12% | 0.39% | 0.81% | Q4 2014 | Q3 2023 | 30 |
CENTRAL SECURITIES CORP | 30 | 30 | 0.58% | 3.55% | 6.17% | Q3 2014 | Q4 2021 | 30 |
PineBridge Investments, L.P. | 27 | 3 | 0.00% | 0.19% | 0.82% | Q2 2013 | Q2 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.06% | 0.14% | 0.41% | Q2 2016 | Q3 2023 | 30 |
Plante Moran Financial Advisors, LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2023 | 30 |
HANCOCK WHITNEY CORP | 20 | 3 | 0.01% | 0.30% | 0.78% | Q2 2013 | Q3 2023 | 30 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 11 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 18 | 2 | 0.02% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 30 |
Richard C. Young & CO., LTD. | 29 | 29 | 1.99% | 2.57% | 3.43% | Q2 2013 | Q2 2020 | 29 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 15 | 6 | 0.07% | 0.22% | 0.39% | Q2 2013 | Q1 2022 | 29 |
CREDIT AGRICOLE S A | 18 | 10 | 0.00% | 0.17% | 0.44% | Q2 2013 | Q3 2023 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.06% | 0.10% | 0.16% | Q4 2015 | Q3 2023 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.27% | 0.61% | 1.01% | Q4 2013 | Q4 2020 | 29 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 22 | 1 | 0.00% | 0.32% | 1.81% | Q3 2014 | Q1 2023 | 29 |
Sculptor Capital LP | 8 | 6 | 0.00% | 0.15% | 0.89% | Q2 2013 | Q4 2016 | 29 |
JNBA Financial Advisors | 29 | 29 | 0.01% | 0.06% | 0.08% | Q3 2016 | Q3 2023 | 29 |
Evercore Wealth Management, LLC | 27 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2021 | 29 |
FORT PITT CAPITAL GROUP, LLC | 29 | 29 | 0.02% | 0.71% | 1.19% | Q4 2015 | Q4 2022 | 29 |
Employees Retirement System of Texas | 29 | 29 | 0.03% | 0.11% | 0.20% | Q2 2013 | Q2 2020 | 29 |
Mariner, LLC | 24 | 5 | 0.01% | 0.07% | 0.45% | Q2 2015 | Q3 2023 | 29 |
Argent Trust Co | 29 | 29 | 0.05% | 0.14% | 0.39% | Q3 2016 | Q3 2023 | 29 |
Veritas Investment Management LLP | 23 | 1 | 0.02% | 0.14% | 0.36% | Q1 2013 | Q3 2020 | 29 |
Bollard Group LLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Estabrook Capital Management | 28 | 1 | 0.46% | 0.58% | 0.73% | Q2 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.03% | 0.10% | 0.16% | Q4 2013 | Q4 2020 | 29 |
Stratos Wealth Partners, LTD. | 20 | 1 | 0.02% | 0.04% | 0.09% | Q2 2014 | Q3 2023 | 29 |
SHELL ASSET MANAGEMENT CO | 29 | 29 | 0.03% | 0.15% | 0.32% | Q3 2016 | Q3 2023 | 29 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 11 | 2 | 0.00% | 0.06% | 0.21% | Q2 2015 | Q1 2019 | 29 |
First Allied Advisory Services, Inc. | 25 | 4 | 0.02% | 0.07% | 0.33% | Q2 2013 | Q3 2020 | 29 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 29 |
ROYAL LONDON ASSET MANAGEMENT LTD | 17 | 1 | 0.04% | 0.13% | 0.38% | Q2 2013 | Q3 2023 | 29 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.02% | 0.04% | 0.08% | Q4 2014 | Q3 2021 | 28 |
Mirae Asset Global Investments Co., Ltd. | 27 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 28 |
Fisher Asset Management, LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
Heritage Wealth Advisors | 21 | 7 | 0.00% | 0.07% | 0.27% | Q4 2014 | Q3 2023 | 28 |
WOLVERINE ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2021 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 28 |
YCG, LLC | 28 | 28 | 0.04% | 0.27% | 0.94% | Q2 2013 | Q1 2020 | 28 |
PIEDMONT INVESTMENT ADVISORS INC | 28 | 28 | 0.02% | 0.21% | 0.80% | Q2 2013 | Q1 2020 | 28 |
BEACON FINANCIAL GROUP | 28 | 28 | 0.10% | 0.37% | 0.92% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 28 |
GHP Investment Advisors, Inc. | 15 | 1 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.04% | 0.08% | 0.20% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2022 | 28 |
Lombard Odier Asset Management (Switzerland) SA | 9 | 1 | 0.02% | 0.06% | 0.27% | Q2 2014 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.09% | 0.16% | 0.30% | Q4 2016 | Q3 2023 | 28 |
CAPE COD FIVE CENTS SAVINGS BANK | 27 | 1 | 0.02% | 0.07% | 0.08% | Q4 2013 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.05% | 0.08% | 0.20% | Q4 2016 | Q3 2023 | 28 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2023 | 28 |
SCHWARTZ INVESTMENT COUNSEL INC | 27 | 1 | 0.01% | 1.35% | 2.11% | Q2 2013 | Q4 2021 | 28 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 28 | 28 | 0.75% | 0.96% | 1.12% | Q4 2016 | Q3 2023 | 28 |
JOHNSON INVESTMENT COUNSEL INC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.08% | 0.11% | 0.23% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 28 |
SUMMITRY LLC | 27 | 1 | 0.01% | 3.22% | 4.61% | Q2 2013 | Q4 2021 | 28 |
Financial Architects, Inc | 25 | 1 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q2 2023 | 28 |
Sicart Associates LLC | 28 | 28 | 0.13% | 0.28% | 1.12% | Q4 2016 | Q3 2023 | 28 |
LFL Advisers, LLC | 28 | 28 | 6.05% | 7.80% | 9.39% | Q4 2016 | Q3 2023 | 28 |
Point72 Hong Kong Ltd | 4 | 2 | 0.00% | 0.10% | 0.39% | Q3 2014 | Q3 2022 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.05% | 0.10% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.11% | 0.24% | 0.32% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 27 |
WASHINGTON TRUST Co | 22 | 5 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 27 |
Private Wealth Advisors, Inc. | 27 | 27 | 0.12% | 0.18% | 0.23% | Q2 2013 | Q4 2019 | 27 |
CONNABLE OFFICE INC | 27 | 27 | 0.27% | 0.74% | 1.05% | Q2 2013 | Q4 2019 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
CS MCKEE LP | 27 | 27 | 1.41% | 1.75% | 2.02% | Q2 2013 | Q4 2019 | 27 |
SCHALLER INVESTMENT GROUP INC | 27 | 27 | 0.14% | 0.21% | 0.40% | Q2 2013 | Q4 2019 | 27 |
MONTRUSCO BOLTON INVESTMENTS INC. | 27 | 27 | 0.71% | 1.17% | 2.10% | Q2 2013 | Q4 2019 | 27 |
Caprock Group, LLC | 26 | 1 | 0.05% | 0.09% | 0.11% | Q1 2016 | Q3 2023 | 27 |
BCWM, LLC | 21 | 6 | 0.87% | 1.62% | 2.03% | Q1 2014 | Q4 2020 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.16% | 0.20% | 0.23% | Q2 2013 | Q4 2019 | 27 |
Modera Wealth Management, LLC | 25 | 2 | 0.00% | 0.05% | 0.15% | Q2 2016 | Q3 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2023 | 27 |
OBERWEIS ASSET MANAGEMENT INC/ | 25 | 2 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q2 2021 | 27 |
Clearstead Advisors, LLC | 27 | 27 | 0.00% | 0.06% | 0.11% | Q1 2017 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.22% | 0.30% | 0.40% | Q2 2013 | Q4 2019 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 27 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q4 2019 | 27 |
First Command Bank | 27 | 27 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2023 | 27 |
HEARTLAND ADVISORS INC | 27 | 27 | 0.32% | 0.45% | 0.72% | Q2 2013 | Q4 2019 | 27 |
Matthew Goff Investment Advisor, LLC | 27 | 27 | 1.79% | 2.90% | 4.70% | Q1 2017 | Q3 2023 | 27 |
Janney Capital Management LLC | 17 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.04% | 0.10% | 0.16% | Q1 2017 | Q3 2023 | 27 |
Fiera Capital Corp | 13 | 4 | 0.00% | 0.02% | 0.12% | Q4 2013 | Q1 2023 | 27 |
Dorsey & Whitney Trust CO LLC | 18 | 3 | 0.02% | 0.08% | 0.17% | Q1 2015 | Q3 2023 | 27 |
CADINHA & CO LLC | 27 | 27 | 0.12% | 0.16% | 0.21% | Q2 2013 | Q4 2019 | 27 |
AMG National Trust Bank | 27 | 27 | 0.08% | 0.16% | 0.19% | Q2 2013 | Q4 2019 | 27 |
NORTH STAR ASSET MANAGEMENT INC | 27 | 27 | 0.03% | 0.10% | 0.60% | Q2 2013 | Q4 2019 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.04% | 0.12% | 0.16% | Q3 2013 | Q2 2020 | 27 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.09% | 0.12% | 0.16% | Q3 2016 | Q3 2023 | 26 |
Sather Financial Group Inc | 26 | 26 | 0.07% | 2.22% | 5.03% | Q1 2014 | Q2 2020 | 26 |
First Fiduciary Investment Counsel, Inc. | 24 | 2 | 2.97% | 3.82% | 4.91% | Q2 2013 | Q4 2019 | 26 |
NOVARE CAPITAL MANAGEMENT LLC | 15 | 11 | 0.07% | 1.07% | 1.64% | Q1 2015 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 26 |
GARLAND CAPITAL MANAGEMENT INC | 26 | 26 | 2.71% | 3.08% | 3.38% | Q2 2017 | Q3 2023 | 26 |
TOMPKINS FINANCIAL CORP | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 26 |
COLONY GROUP LLC | 14 | 1 | 0.00% | 0.22% | 0.89% | Q1 2014 | Q2 2022 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.08% | 0.25% | Q2 2013 | Q3 2019 | 26 |
MML INVESTORS SERVICES, LLC | 24 | 2 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 26 |
INGALLS & SNYDER LLC | 12 | 2 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 26 |
CULLINAN ASSOCIATES INC | 26 | 26 | 0.01% | 0.16% | 0.40% | Q1 2017 | Q2 2023 | 26 |
NewEdge Advisors, LLC | 26 | 26 | 0.00% | 0.03% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Elgethun Capital Management | 26 | 26 | 1.04% | 1.58% | 2.38% | Q4 2016 | Q1 2023 | 26 |
GREENLEAF TRUST | 14 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 26 |
TRIAN FUND MANAGEMENT, L.P. | 26 | 26 | 3.06% | 9.46% | 14.71% | Q1 2014 | Q2 2020 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.07% | 0.26% | 0.62% | Q2 2013 | Q3 2019 | 26 |
McKinley Carter Wealth Services, Inc. | 13 | 3 | 0.02% | 0.15% | 0.40% | Q2 2013 | Q4 2021 | 25 |
Sompo Asset Management Co., Ltd. | 16 | 9 | 0.08% | 0.63% | 1.72% | Q4 2016 | Q3 2023 | 25 |
CORTLAND ADVISERS LLC | 25 | 25 | 1.66% | 6.58% | 8.94% | Q2 2013 | Q2 2019 | 25 |
CIBC BANK USA | 25 | 25 | 0.08% | 0.13% | 0.22% | Q2 2013 | Q2 2019 | 25 |
Alexandria Capital, LLC | 20 | 5 | 0.01% | 0.26% | 0.51% | Q1 2015 | Q3 2021 | 25 |
CHEMICAL BANK | 25 | 25 | 0.03% | 0.06% | 0.07% | Q2 2013 | Q2 2019 | 25 |
Sigma Planning Corp | 23 | 2 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 25 |
Laffer Tengler Investments, Inc. | 14 | 1 | 0.00% | 0.36% | 0.70% | Q3 2013 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.05% | 0.16% | 0.35% | Q1 2016 | Q1 2022 | 25 |
Baker Avenue Asset Management, LP | 18 | 3 | 0.00% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 25 |
St. James Investment Company, LLC | 25 | 25 | 0.03% | 5.06% | 7.54% | Q1 2014 | Q1 2020 | 25 |
NATIXIS | 8 | 1 | 0.01% | 0.12% | 0.60% | Q1 2016 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.13% | 0.29% | Q3 2017 | Q3 2023 | 25 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 16 | 3 | 0.01% | 0.03% | 0.22% | Q2 2014 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Fiduciary Trust Co International of Pennsylvania | 25 | 25 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q1 2020 | 25 |
Quinn Opportunity Partners LLC | 25 | 25 | 0.04% | 0.31% | 1.18% | Q3 2017 | Q3 2023 | 25 |
FIDUCIARY MANAGEMENT INC /WI/ | 25 | 25 | 1.89% | 3.37% | 4.63% | Q2 2013 | Q2 2019 | 25 |
Barnett & Company, Inc. | 18 | 2 | 0.00% | 0.08% | 0.20% | Q2 2013 | Q1 2021 | 25 |
Financial Advantage, Inc. | 16 | 1 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2022 | 25 |
WHEATLAND ADVISORS INC | 25 | 25 | 0.34% | 0.41% | 0.50% | Q4 2013 | Q4 2019 | 25 |
Cornerstone Advisors, Inc. | 25 | 25 | 0.01% | 0.20% | 0.29% | Q2 2013 | Q2 2019 | 25 |
Vulcan Value Partners, LLC | 25 | 25 | 0.00% | 2.58% | 3.96% | Q2 2013 | Q2 2019 | 25 |
Penserra Capital Management LLC | 17 | 8 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 25 |
AUA CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q4 2022 | 25 |
Olstein Capital Management, L.P. | 25 | 25 | 0.53% | 0.91% | 1.10% | Q4 2013 | Q4 2019 | 25 |
TIAA, FSB | 25 | 25 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 25 |
Norway Savings Bank | 25 | 25 | 0.07% | 0.17% | 0.30% | Q4 2016 | Q4 2022 | 25 |
abrdn plc | 25 | 25 | 0.03% | 0.06% | 0.12% | Q3 2017 | Q3 2023 | 25 |
Ninety One UK Ltd | 25 | 25 | 0.01% | 0.42% | 1.40% | Q3 2013 | Q3 2019 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.01% | 0.05% | 0.13% | Q3 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 25 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.02% | 0.11% | Q1 2015 | Q3 2023 | 25 |
Engineers Gate Manager LP | 9 | 1 | 0.02% | 0.24% | 0.58% | Q4 2014 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.05% | 0.10% | 0.30% | Q2 2013 | Q2 2019 | 25 |
BOURNE LENT ASSET MANAGEMENT INC | 24 | 1 | 0.05% | 0.17% | 0.23% | Q1 2015 | Q4 2021 | 25 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 16 | 1 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q1 2022 | 24 |
Alpha Omega Wealth Management LLC | 13 | 11 | 0.01% | 0.24% | 0.59% | Q4 2016 | Q3 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.11% | 0.19% | 0.26% | Q2 2013 | Q1 2019 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.06% | 0.11% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Vident Investment Advisory, LLC | 19 | 2 | 0.00% | 0.08% | 0.29% | Q1 2015 | Q1 2023 | 24 |
HAMEL ASSOCIATES, INC. | 24 | 24 | 0.05% | 0.54% | 0.92% | Q1 2014 | Q4 2019 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.05% | 0.15% | Q4 2017 | Q3 2023 | 24 |
AMICA MUTUAL INSURANCE CO | 24 | 24 | 0.18% | 0.34% | 0.55% | Q2 2013 | Q1 2019 | 24 |
Sawyer & Company, Inc | 24 | 24 | 0.02% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.16% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Fiduciary Group LLC | 19 | 1 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q4 2021 | 24 |
Covington Capital Management | 24 | 24 | 0.01% | 0.05% | 0.19% | Q4 2016 | Q3 2022 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.03% | 0.08% | 0.20% | Q4 2017 | Q3 2023 | 24 |
SCOTIA CAPITAL INC. | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.04% | 0.19% | Q4 2017 | Q3 2023 | 24 |
ROCKSHELTER CAPITAL MANAGEMENT LLC | 24 | 24 | 2.45% | 3.32% | 3.90% | Q1 2014 | Q4 2019 | 24 |
Archford Capital Strategies, LLC | 22 | 1 | 0.04% | 0.13% | 0.21% | Q1 2017 | Q3 2023 | 24 |
Poehling Capital Management, INC. | 24 | 24 | 0.66% | 1.06% | 1.78% | Q4 2017 | Q3 2023 | 24 |
THOMPSON SIEGEL & WALMSLEY LLC | 16 | 8 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 24 |
SHEETS SMITH WEALTH MANAGEMENT | 24 | 24 | 0.05% | 0.09% | 0.33% | Q2 2014 | Q1 2020 | 24 |
OneDigital Investment Advisors LLC | 13 | 11 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 24 |
MADISON INVESTMENT HOLDINGS INC | 24 | 24 | 0.08% | 0.26% | 0.41% | Q2 2013 | Q1 2019 | 24 |
Minneapolis Portfolio Management Group, LLC | 21 | 3 | 2.78% | 4.47% | 6.78% | Q4 2013 | Q4 2019 | 24 |
Strategic Financial Services, Inc, | 24 | 24 | 0.69% | 0.92% | 1.12% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Bridge Creek Capital Management LLC | 24 | 24 | 0.08% | 0.79% | 1.80% | Q4 2015 | Q3 2021 | 24 |
Transform Wealth, LLC | 24 | 24 | 0.09% | 0.50% | 2.87% | Q2 2016 | Q1 2022 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
TELEMUS CAPITAL, LLC | 24 | 24 | 0.06% | 0.12% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Roble, Belko & Company, Inc | 15 | 9 | 0.02% | 0.05% | 0.20% | Q1 2015 | Q2 2021 | 24 |
St. Johns Investment Management Company, LLC | 16 | 1 | 0.00% | 0.60% | 0.76% | Q1 2014 | Q2 2021 | 24 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 24 | 24 | 0.03% | 0.30% | 0.80% | Q3 2013 | Q2 2019 | 24 |
TRUST CO OF OKLAHOMA | 14 | 1 | 0.12% | 0.34% | 0.62% | Q4 2014 | Q3 2022 | 24 |
FIDUCIARY TRUST CO | 23 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 24 |
First Bank & Trust | 23 | 23 | 0.04% | 0.15% | 0.21% | Q4 2016 | Q2 2022 | 23 |
SIT INVESTMENT ASSOCIATES INC | 15 | 1 | 0.01% | 0.04% | 0.28% | Q2 2013 | Q3 2023 | 23 |
ANCHOR CAPITAL ADVISORS LLC | 23 | 23 | 0.02% | 0.44% | 0.95% | Q2 2013 | Q4 2018 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Edge Wealth Management LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2021 | 23 |
RMB Capital Management, LLC | 7 | 1 | 0.00% | 0.25% | 1.08% | Q1 2016 | Q3 2019 | 23 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 23 | 23 | 3.74% | 4.81% | 5.58% | Q2 2013 | Q4 2018 | 23 |
WHITENER CAPITAL MANAGEMENT, INC. | 14 | 9 | 0.11% | 0.17% | 0.26% | Q4 2017 | Q3 2023 | 23 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 3 | 0.00% | 0.12% | 0.66% | Q1 2017 | Q3 2023 | 23 |
Sheaff Brock Investment Advisors, LLC | 13 | 2 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q1 2023 | 23 |
CPWM, LLC | 14 | 1 | 0.02% | 0.08% | 0.13% | Q2 2015 | Q3 2022 | 23 |
KCS Wealth Advisory | 23 | 23 | 0.35% | 0.98% | 1.61% | Q1 2018 | Q3 2023 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.20% | 0.39% | 0.62% | Q2 2013 | Q4 2018 | 23 |
REILLY FINANCIAL ADVISORS, LLC | 15 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2021 | 23 |
Ballentine Partners, LLC | 19 | 4 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 23 |
ALLSTATE CORP | 17 | 6 | 0.01% | 0.07% | 0.18% | Q3 2014 | Q4 2022 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.20% | 0.91% | Q1 2018 | Q3 2023 | 23 |
VAN STRUM & TOWNE INC. | 7 | 4 | 0.09% | 0.12% | 0.16% | Q4 2014 | Q3 2023 | 23 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.08% | 0.63% | Q4 2017 | Q1 2022 | 23 |
MetLife Investment Management, LLC | 22 | 1 | 0.06% | 0.10% | 0.19% | Q4 2017 | Q3 2023 | 23 |
K.J. Harrison & Partners Inc | 16 | 1 | 0.04% | 2.42% | 26.83% | Q2 2013 | Q3 2022 | 23 |
CORNERCAP INVESTMENT COUNSEL INC | 9 | 1 | 0.03% | 0.48% | 1.35% | Q2 2013 | Q2 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 23 |
Townsend & Associates, Inc | 23 | 23 | 0.36% | 1.08% | 1.81% | Q4 2017 | Q2 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2018 | 23 |
Quantbot Technologies LP | 7 | 1 | 0.00% | 0.31% | 0.95% | Q2 2013 | Q3 2023 | 23 |
Asset Management Advisors, LLC | 23 | 23 | 2.62% | 4.00% | 5.64% | Q2 2017 | Q4 2022 | 23 |
Leisure Capital Management | 23 | 23 | 0.23% | 0.44% | 0.50% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Pflug Koory, LLC | 23 | 23 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Gifford Fong Associates | 23 | 23 | 0.17% | 0.24% | 0.40% | Q1 2018 | Q3 2023 | 23 |
Eagle Ridge Investment Management | 23 | 23 | 0.63% | 1.80% | 3.11% | Q2 2013 | Q4 2018 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Brookstone Capital Management | 19 | 1 | 0.00% | 0.03% | 0.12% | Q2 2015 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.08% | 0.13% | 0.22% | Q1 2018 | Q3 2023 | 23 |
Asset Dedication, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
AllSquare Wealth Management LLC | 22 | 22 | 0.03% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
BlueMar Capital Management, LLC | 16 | 3 | 1.37% | 3.17% | 5.55% | Q4 2014 | Q3 2023 | 22 |
AFAM CAPITAL, INC. | 22 | 22 | 0.62% | 0.84% | 1.04% | Q2 2013 | Q3 2018 | 22 |
ProVise Management Group, LLC | 22 | 22 | 0.09% | 0.23% | 0.40% | Q2 2018 | Q3 2023 | 22 |
Summit Financial Wealth Advisors, LLC | 21 | 1 | 0.05% | 1.33% | 2.96% | Q4 2014 | Q3 2023 | 22 |
KINGS POINT CAPITAL MANAGEMENT | 20 | 2 | 0.02% | 0.11% | 0.90% | Q2 2013 | Q4 2018 | 22 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.09% | 0.15% | 0.21% | Q4 2013 | Q1 2019 | 22 |
Wharton Business Group, LLC | 13 | 2 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 22 |
THIRD AVENUE MANAGEMENT LLC | 22 | 22 | 1.88% | 3.60% | 4.91% | Q2 2013 | Q3 2018 | 22 |
Global Retirement Partners, LLC | 15 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
BLACKHILL CAPITAL INC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Patriot Financial Group Insurance Agency, LLC | 18 | 4 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 22 |
Baltimore-Washington Financial Advisors, Inc. | 22 | 22 | 1.28% | 2.01% | 2.36% | Q4 2013 | Q1 2019 | 22 |
TEACHERS ADVISORS, LLC | 22 | 22 | 0.10% | 0.14% | 0.19% | Q4 2013 | Q1 2019 | 22 |
CHESAPEAKE ASSET MANAGEMENT LLC | 22 | 22 | 0.14% | 0.52% | 1.70% | Q3 2013 | Q4 2018 | 22 |
PRIVATE TRUST CO NA | 11 | 1 | 0.02% | 0.07% | 0.17% | Q1 2013 | Q3 2023 | 22 |
Robinson Value Management, Ltd. | 12 | 1 | 0.88% | 1.08% | 1.32% | Q4 2016 | Q3 2023 | 22 |
Schonfeld Strategic Advisors LLC | 19 | 1 | 0.06% | 0.42% | 1.04% | Q1 2016 | Q3 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 16 | 6 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 22 |
TRUST CO OF VIRGINIA /VA | 22 | 22 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q3 2018 | 22 |
Grantham, Mayo, Van Otterloo & Co. LLC | 12 | 10 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.28% | 0.34% | 0.43% | Q2 2013 | Q3 2018 | 22 |
Meridian Wealth Management, LLC | 15 | 2 | 0.02% | 0.18% | 0.34% | Q4 2016 | Q1 2023 | 22 |
First Personal Financial Services | 21 | 1 | 0.00% | 0.09% | 0.25% | Q4 2014 | Q3 2023 | 22 |
MARSHALL WACE, LLP | 9 | 1 | 0.00% | 0.15% | 0.67% | Q2 2014 | Q3 2023 | 22 |
SECURITY NATIONAL TRUST CO | 20 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2021 | 22 |
SMITH ASSET MANAGEMENT GROUP LP | 16 | 6 | 0.00% | 0.45% | 1.55% | Q3 2015 | Q1 2021 | 22 |
USCA RIA LLC | 19 | 1 | 0.05% | 0.10% | 0.36% | Q2 2014 | Q2 2021 | 22 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 22 | 22 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q4 2022 | 22 |
COUNTRY TRUST BANK | 20 | 2 | 0.00% | 1.02% | 1.46% | Q2 2014 | Q4 2019 | 22 |
Amica Retiree Medical Trust | 22 | 22 | 0.21% | 0.38% | 0.62% | Q4 2013 | Q1 2019 | 22 |
Gemmer Asset Management LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 22 |
FORSTA AP-FONDEN | 17 | 4 | 0.09% | 0.12% | 0.18% | Q3 2017 | Q3 2023 | 21 |
Point72 Asset Management, L.P. | 9 | 1 | 0.00% | 0.13% | 0.97% | Q3 2016 | Q3 2023 | 21 |
Clear Perspective Advisors, LLC | 21 | 21 | 0.11% | 0.32% | 0.52% | Q4 2016 | Q4 2021 | 21 |
AMUNDI ASSET MANAGEMENT US, INC. | 20 | 1 | 0.00% | 0.13% | 0.24% | Q3 2014 | Q1 2021 | 21 |
Cable Hill Partners, LLC | 18 | 3 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q2 2023 | 21 |
Horrell Capital Management, Inc. | 11 | 10 | 0.00% | 0.14% | 0.35% | Q2 2013 | Q4 2019 | 21 |
PGGM Investments | 10 | 2 | 0.02% | 0.19% | 0.38% | Q1 2013 | Q3 2023 | 21 |
Hikari Power Ltd | 21 | 21 | 0.13% | 2.22% | 3.58% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 21 |
ENDEAVOUR CAPITAL ADVISORS INC | 15 | 6 | 0.27% | 0.86% | 1.91% | Q2 2013 | Q3 2020 | 21 |
Markel Corporation | 18 | 3 | 0.05% | 0.21% | 0.27% | Q2 2013 | Q3 2023 | 21 |
SHUFRO ROSE & CO LLC | 20 | 1 | 0.03% | 0.04% | 0.06% | Q3 2012 | Q1 2018 | 21 |
Interval Partners, LP | 9 | 1 | 0.09% | 0.36% | 0.92% | Q4 2014 | Q3 2023 | 21 |
NORTHEAST INVESTMENT MANAGEMENT | 21 | 21 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q4 2021 | 21 |
SeaCrest Wealth Management, LLC | 12 | 3 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 21 |
RKL Wealth Management LLC | 13 | 2 | 0.03% | 0.05% | 0.11% | Q4 2016 | Q1 2023 | 21 |
HBK Sorce Advisory LLC | 6 | 1 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q4 2022 | 21 |
Trexquant Investment LP | 6 | 1 | 0.04% | 0.27% | 0.62% | Q4 2014 | Q3 2023 | 21 |
CHILTON CAPITAL MANAGEMENT LLC | 11 | 2 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 21 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.00% | 0.41% | 1.06% | Q2 2015 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
LOOMIS SAYLES & CO L P | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.01% | 0.01% | 0.04% | Q1 2014 | Q1 2019 | 21 |
Assenagon Asset Management S.A. | 20 | 1 | 0.00% | 0.02% | 0.16% | Q4 2016 | Q3 2023 | 21 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.01% | 0.10% | 0.55% | Q4 2014 | Q3 2020 | 21 |
CI INVESTMENTS INC. | 11 | 1 | 0.00% | 1.10% | 4.89% | Q2 2013 | Q3 2023 | 21 |
BREMER TRUST NATIONAL ASSOCIATION | 20 | 1 | 0.03% | 0.12% | 0.15% | Q2 2013 | Q4 2018 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.20% | 0.29% | 0.36% | Q2 2013 | Q2 2018 | 21 |
Kinneret Advisory, LLC | 20 | 20 | 0.21% | 0.33% | 0.65% | Q4 2018 | Q3 2023 | 20 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 12 | 8 | 0.30% | 0.83% | 2.30% | Q2 2013 | Q3 2018 | 20 |
DREMAN VALUE MANAGEMENT, L L C | 20 | 20 | 0.00% | 0.65% | 1.49% | Q2 2013 | Q1 2018 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 0.08% | 0.11% | 0.17% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 20 |
Marble Harbor Investment Counsel, LLC | 19 | 1 | 0.04% | 0.08% | 0.09% | Q1 2014 | Q1 2019 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2022 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.04% | 0.10% | 0.20% | Q4 2017 | Q3 2022 | 20 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 20 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 20 | 20 | 1.12% | 1.40% | 1.62% | Q4 2018 | Q3 2023 | 20 |
SALEM CAPITAL MANAGEMENT INC | 8 | 1 | 0.09% | 0.13% | 0.17% | Q3 2014 | Q3 2022 | 20 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.13% | 0.42% | Q1 2014 | Q3 2023 | 20 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 10 | 2 | 0.18% | 0.27% | 0.39% | Q4 2012 | Q1 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Addison Capital Co | 18 | 2 | 0.09% | 0.81% | 1.04% | Q4 2014 | Q4 2021 | 20 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q1 2021 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2019 | 20 |
Achmea Investment Management B.V. | 12 | 8 | 0.06% | 0.18% | 0.36% | Q1 2017 | Q3 2023 | 20 |
LOWE BROCKENBROUGH & CO INC | 20 | 20 | 0.07% | 0.10% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.31% | 0.47% | 0.71% | Q4 2018 | Q3 2023 | 20 |
Lee Financial Co | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 20 |
Ledyard National Bank | 20 | 20 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2018 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.02% | 0.51% | 1.16% | Q4 2013 | Q3 2018 | 20 |
Ally Financial Inc. | 16 | 1 | 0.29% | 0.46% | 0.70% | Q3 2013 | Q3 2021 | 20 |
Avior Wealth Management, LLC | 15 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 20 |
Sunesis Advisors, LLC | 19 | 1 | 0.49% | 0.73% | 1.47% | Q3 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.02% | 0.07% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Cipher Capital LP | 5 | 1 | 0.02% | 0.49% | 1.75% | Q2 2013 | Q4 2022 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.11% | 0.22% | 0.31% | Q1 2013 | Q4 2017 | 20 |
MARATHON CAPITAL MANAGEMENT | 17 | 3 | 0.09% | 0.16% | 0.26% | Q4 2017 | Q4 2022 | 20 |
Inlet Private Wealth, LLC | 20 | 20 | 0.20% | 0.61% | 1.02% | Q4 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.07% | 0.26% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Sonora Investment Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 20 |
Hikari Tsushin, Inc. | 12 | 8 | 0.20% | 1.46% | 2.63% | Q3 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.22% | 0.24% | 0.26% | Q2 2013 | Q1 2018 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Whitegate Investment Counselors, Inc. | 15 | 1 | 0.03% | 0.08% | 0.13% | Q1 2014 | Q2 2021 | 19 |
FULLER & THALER ASSET MANAGEMENT, INC. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 19 |
Atlantic Union Bankshares Corp | 18 | 1 | 0.01% | 0.04% | 0.09% | Q1 2014 | Q3 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2017 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
MENDON CAPITAL ADVISORS CORP | 7 | 1 | 0.27% | 0.98% | 3.51% | Q2 2013 | Q2 2020 | 19 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 19 | 19 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2017 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.02% | 0.06% | 0.67% | Q3 2018 | Q3 2023 | 19 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 19 | 19 | 0.07% | 0.17% | 0.48% | Q1 2015 | Q3 2019 | 19 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 3 | 0.01% | 0.08% | 0.32% | Q2 2013 | Q3 2023 | 19 |
LINCOLN NATIONAL CORP | 18 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 19 |
Russell Clark Investment Management Ltd | 11 | 8 | 1.02% | 7.16% | 13.61% | Q3 2013 | Q3 2018 | 19 |
CAPITAL GUARDIAN TRUST CO | 18 | 1 | 0.00% | 0.38% | 0.94% | Q1 2014 | Q2 2019 | 19 |
Wallington Asset Management, LLC | 12 | 7 | 0.00% | 1.07% | 1.86% | Q2 2013 | Q4 2019 | 19 |
Quantitative Investment Management, LLC | 7 | 1 | 0.01% | 0.20% | 0.68% | Q3 2013 | Q2 2021 | 19 |
Realta Investment Advisors | 19 | 19 | 0.16% | 0.20% | 0.32% | Q1 2019 | Q3 2023 | 19 |
OSSIAM | 14 | 5 | 0.00% | 0.06% | 0.38% | Q4 2018 | Q3 2023 | 19 |
Convergence Investment Partners, LLC | 6 | 1 | 0.34% | 0.78% | 1.18% | Q3 2014 | Q3 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.04% | 0.06% | 0.15% | Q4 2017 | Q2 2022 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.03% | 0.06% | 0.16% | Q4 2017 | Q2 2022 | 19 |
Larson Financial Group LLC | 14 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2018 | 19 |
McIlrath & Eck, LLC | 17 | 2 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 19 |
Hendershot Investments Inc. | 19 | 19 | 0.06% | 0.08% | 0.13% | Q1 2019 | Q3 2023 | 19 |
1832 Asset Management L.P. | 7 | 1 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 19 |
Mariner Wealth Advisors-Cincinnati, LLC | 8 | 3 | 0.12% | 1.26% | 2.46% | Q2 2013 | Q3 2018 | 19 |
Lido Advisors, LLC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 19 |
Balentine LLC | 10 | 2 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 19 |
MV CAPITAL MANAGEMENT, INC. | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Waldron Private Wealth LLC | 16 | 3 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 19 |
Capital Advisors, Ltd. LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 18 |
TCW GROUP INC | 15 | 3 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 18 |
Bridgewater Associates | 12 | 1 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 18 |
Cerity Partners LLC | 10 | 1 | 0.00% | 0.04% | 0.27% | Q1 2017 | Q3 2023 | 18 |
Westbourne Investment Advisors, Inc. | 16 | 2 | 0.16% | 0.20% | 0.32% | Q2 2015 | Q4 2019 | 18 |
Cetera Investment Advisers | 12 | 6 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 18 |
CAPITAL ONE, NATIONAL ASSOCIATION | 16 | 1 | 0.02% | 0.15% | 0.25% | Q2 2013 | Q4 2019 | 18 |
USS Investment Management Ltd | 18 | 18 | 0.01% | 0.09% | 0.21% | Q2 2019 | Q3 2023 | 18 |
SRB CORP | 17 | 1 | 0.02% | 0.03% | 0.06% | Q3 2014 | Q1 2023 | 18 |
Columbia Asset Management | 7 | 5 | 0.04% | 0.12% | 0.28% | Q3 2017 | Q3 2023 | 18 |
Teza Capital Management LLC | 4 | 1 | 0.08% | 0.57% | 1.33% | Q4 2016 | Q3 2023 | 18 |
LOEB PARTNERS CORP | 15 | 1 | 0.10% | 1.96% | 3.79% | Q4 2013 | Q1 2019 | 18 |
CX Institutional | 12 | 2 | 0.01% | 0.09% | 0.33% | Q4 2018 | Q3 2023 | 18 |
Westside Investment Management, Inc. | 10 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 18 |
Cresset Asset Management, LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 18 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.01% | 0.09% | 0.23% | Q2 2013 | Q1 2023 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 0.90% | 1.15% | 1.61% | Q2 2019 | Q3 2023 | 18 |
Freedom Investment Management, Inc. | 18 | 18 | 0.02% | 0.07% | 0.11% | Q2 2015 | Q3 2019 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.08% | 0.22% | 0.29% | Q4 2018 | Q3 2023 | 18 |
Regal Investment Advisors LLC | 10 | 8 | 0.01% | 0.19% | 0.48% | Q2 2013 | Q2 2019 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2017 | 18 |
Keystone Financial Group | 9 | 1 | 0.04% | 0.07% | 0.12% | Q3 2018 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2014 | 18 |
UNITED STATES STEEL & CARNEGIE PENSION FUND | 18 | 18 | 0.74% | 0.98% | 1.35% | Q2 2013 | Q3 2017 | 18 |
CARLSON CAPITAL L P | 6 | 1 | 0.16% | 0.78% | 2.81% | Q2 2013 | Q3 2023 | 18 |
United American Securities Inc. (d/b/a UAS Asset Management) | 9 | 2 | 0.60% | 3.29% | 5.82% | Q2 2013 | Q2 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2017 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2019 | 18 |
Fieldpoint Private Securities, LLC | 12 | 2 | 0.00% | 0.08% | 0.18% | Q1 2017 | Q2 2022 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Arden Trust Co | 18 | 18 | 0.03% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 18 |
GAM Holding AG | 17 | 1 | 0.01% | 0.10% | 0.20% | Q2 2013 | Q1 2018 | 18 |
Arjuna Capital | 7 | 1 | 0.44% | 0.96% | 1.68% | Q4 2017 | Q3 2023 | 17 |
ATLAS CAPITAL ADVISORS LLC | 11 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 17 |
Stockman Wealth Management, Inc. | 17 | 17 | 0.85% | 1.66% | 1.98% | Q1 2015 | Q1 2019 | 17 |
OppenheimerFunds, Inc. | 17 | 17 | 0.00% | 0.28% | 0.40% | Q1 2015 | Q1 2019 | 17 |
SEEYOND | 17 | 17 | 0.03% | 0.14% | 1.25% | Q4 2018 | Q4 2022 | 17 |
LMR Partners LLP | 5 | 1 | 0.00% | 0.17% | 1.05% | Q2 2014 | Q4 2022 | 17 |
Clarius Group, LLC | 16 | 1 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 17 |
Avion Wealth | 17 | 17 | 0.98% | 1.86% | 3.88% | Q3 2019 | Q3 2023 | 17 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.16% | 0.34% | Q2 2015 | Q1 2023 | 17 |
HOWE & RUSLING INC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 17 |
GROUP ONE TRADING, L.P. | 8 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 17 |
QCI ASSET MANAGEMENT INC/NY | 13 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2020 | 17 |
Trust Co | 17 | 17 | 0.01% | 0.17% | 0.58% | Q3 2019 | Q3 2023 | 17 |
Gotham Asset Management, LLC | 7 | 1 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q2 2017 | 17 |
Nationwide Fund Advisors | 14 | 3 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2017 | 17 |
OPUS INVESTMENT MANAGEMENT INC | 17 | 17 | 0.38% | 0.63% | 0.84% | Q2 2019 | Q2 2023 | 17 |
Farmers National Bank | 15 | 2 | 0.46% | 0.95% | 1.36% | Q4 2014 | Q2 2019 | 17 |
Handelsbanken Fonder AB | 14 | 3 | 0.01% | 0.05% | 0.09% | Q4 2015 | Q3 2023 | 17 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 4 | 0.03% | 0.09% | 0.14% | Q4 2016 | Q4 2022 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 13 | 1 | 0.13% | 0.30% | 0.58% | Q4 2014 | Q4 2019 | 17 |
SRS Capital Advisors, Inc. | 9 | 3 | 0.00% | 0.07% | 0.28% | Q4 2016 | Q3 2022 | 17 |
IndexIQ Advisors LLC | 9 | 8 | 0.02% | 0.12% | 0.21% | Q4 2017 | Q1 2022 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.08% | 0.12% | Q2 2013 | Q2 2017 | 17 |
Clean Yield Group | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 17 |
GREAT LAKES ADVISORS, LLC | 12 | 1 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 17 |
HighPoint Advisor Group LLC | 16 | 1 | 0.05% | 0.09% | 0.16% | Q4 2017 | Q2 2022 | 17 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.26% | 0.73% | Q2 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2022 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2017 | 17 |
Coastline Trust Co | 9 | 1 | 0.03% | 0.06% | 0.09% | Q4 2014 | Q1 2023 | 17 |
Gibraltar Capital Management, Inc. | 17 | 17 | 2.76% | 4.05% | 5.17% | Q4 2014 | Q4 2018 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2021 | 17 |
Community Bank & Trust, Waco, Texas | 16 | 1 | 0.09% | 0.32% | 0.44% | Q1 2016 | Q2 2020 | 17 |
Rathbones Group PLC | 10 | 2 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 17 |
AE Wealth Management LLC | 14 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Valmark Advisers, Inc. | 12 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
NuWave Investment Management, LLC | 10 | 1 | 0.00% | 0.30% | 1.47% | Q4 2013 | Q2 2022 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.04% | 0.12% | 0.21% | Q3 2019 | Q3 2023 | 17 |
INTACT INVESTMENT MANAGEMENT INC. | 8 | 4 | 0.01% | 0.11% | 0.25% | Q3 2016 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q2 2017 | 17 |
Snowden Capital Advisors LLC | 8 | 2 | 0.01% | 0.08% | 0.25% | Q1 2018 | Q3 2023 | 17 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 15 | 2 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2020 | 17 |
IFG Advisors, LLC | 17 | 17 | 0.09% | 0.16% | 0.27% | Q3 2019 | Q3 2023 | 17 |
THOMPSON DAVIS & CO., INC. | 17 | 17 | 0.02% | 0.27% | 1.07% | Q2 2014 | Q2 2018 | 17 |
Catamount Wealth Management | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2018 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.02% | 0.08% | 0.22% | Q2 2013 | Q1 2017 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
RBO & CO LLC | 13 | 3 | 0.04% | 1.42% | 2.44% | Q4 2016 | Q4 2021 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 16 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 13 | 3 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2020 | 16 |
Vivaldi Capital Management LP | 12 | 4 | 0.05% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q1 2017 | 16 |
Simmons Bank | 13 | 1 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q1 2022 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.07% | 0.09% | 0.14% | Q4 2018 | Q3 2022 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Soros Fund Management | 10 | 6 | 0.00% | 0.16% | 0.71% | Q1 2018 | Q3 2022 | 16 |
Dakota Wealth Management | 7 | 2 | 0.07% | 0.18% | 0.35% | Q2 2018 | Q3 2023 | 16 |
Renaissance Technologies | 4 | 1 | 0.01% | 0.05% | 0.28% | Q3 2013 | Q2 2023 | 16 |
BRINKER CAPITAL INC | 16 | 16 | 0.04% | 0.21% | 0.29% | Q3 2016 | Q2 2020 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
ExodusPoint Capital Management, LP | 13 | 1 | 0.00% | 0.05% | 0.15% | Q1 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.08% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
CERTUITY, LLC | 16 | 16 | 0.04% | 0.10% | 0.20% | Q4 2019 | Q3 2023 | 16 |
CNB Bank | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2021 | 16 |
Busey Bank | 14 | 1 | 0.00% | 0.03% | 0.04% | Q4 2013 | Q4 2019 | 16 |
Alhambra Investment Management LLC | 16 | 16 | 0.18% | 0.24% | 0.36% | Q4 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.10% | 0.31% | 0.67% | Q4 2019 | Q3 2023 | 16 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 12 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 16 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 8 | 1 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q2 2018 | 16 |
Kovack Advisors, Inc. | 11 | 1 | 0.03% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 16 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.07% | 0.38% | Q1 2019 | Q3 2023 | 16 |
FinTrust Capital Advisors, LLC | 7 | 4 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 16 |
Quadrant Private Wealth Management, LLC | 15 | 1 | 0.13% | 0.25% | 0.51% | Q4 2017 | Q4 2021 | 16 |
Arete Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.07% | 0.16% | Q3 2017 | Q3 2023 | 16 |
Freestone Capital Holdings, LLC | 8 | 1 | 0.00% | 0.02% | 0.02% | Q1 2017 | Q2 2023 | 16 |
Capital Bank & Trust Co | 16 | 16 | 0.01% | 0.76% | 1.28% | Q2 2017 | Q1 2021 | 16 |
SALEM INVESTMENT COUNSELORS INC | 12 | 4 | 0.00% | 0.01% | 0.07% | Q3 2016 | Q3 2023 | 16 |
Intercontinental Wealth Advisors, LLC | 14 | 2 | 0.03% | 0.29% | 0.44% | Q4 2018 | Q2 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Perpetual Ltd | 11 | 2 | 0.00% | 0.26% | 0.48% | Q1 2014 | Q3 2023 | 16 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 1 | 0.00% | 0.19% | 0.60% | Q4 2019 | Q4 2023 | 16 |
BlueCrest Capital Management Ltd | 6 | 1 | 0.02% | 0.09% | 0.32% | Q3 2014 | Q4 2019 | 16 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 14 | 2 | 0.01% | 0.23% | 0.45% | Q2 2018 | Q3 2023 | 16 |
Princeton Global Asset Management LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
LINCOLN CAPITAL CORP | 13 | 3 | 0.11% | 2.48% | 4.00% | Q4 2016 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 12 | 1 | 0.00% | 0.86% | 2.33% | Q2 2013 | Q3 2017 | 16 |
IHT Wealth Management, LLC | 10 | 6 | 0.00% | 0.07% | 0.78% | Q4 2016 | Q3 2023 | 16 |
YorkBridge Wealth Partners, LLC | 16 | 16 | 0.10% | 0.21% | 0.28% | Q4 2016 | Q3 2020 | 16 |
MACKAY SHIELDS LLC | 14 | 2 | 0.05% | 0.08% | 0.16% | Q1 2018 | Q1 2022 | 16 |
Bowling Portfolio Management LLC | 16 | 16 | 0.03% | 0.08% | 0.42% | Q4 2013 | Q3 2017 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
IMPAX ASSET MANAGEMENT LLC | 16 | 16 | 0.43% | 1.23% | 1.51% | Q2 2013 | Q1 2017 | 16 |
CYPRESS CAPITAL MANAGEMENT LLC | 16 | 16 | 0.04% | 1.67% | 1.98% | Q4 2015 | Q3 2019 | 16 |
HENDLEY & CO INC | 15 | 15 | 0.33% | 1.04% | 2.24% | Q3 2017 | Q1 2021 | 15 |
Windsor Wealth Management, Inc. | 9 | 1 | 0.04% | 0.12% | 0.24% | Q4 2017 | Q1 2022 | 15 |
HRT FINANCIAL LP | 6 | 1 | 0.01% | 0.13% | 0.35% | Q3 2018 | Q1 2023 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2020 | 15 |
Prana Capital Management, LP | 9 | 1 | 0.15% | 3.29% | 11.30% | Q1 2018 | Q3 2023 | 15 |
Boston Trust Walden Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 15 |
Wealthspire Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 15 |
Grove Bank & Trust | 14 | 1 | 0.01% | 0.31% | 0.51% | Q4 2015 | Q3 2023 | 15 |
Zurich Insurance Group Ltd/FI | 9 | 2 | 0.10% | 0.25% | 0.44% | Q4 2015 | Q4 2021 | 15 |
Centerpoint Advisors, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.16% | 0.18% | 0.21% | Q2 2013 | Q4 2016 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 15 |
Lenox Wealth Management, Inc. | 15 | 15 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q2 2020 | 15 |
OFI Advisors LLC | 11 | 4 | 0.10% | 0.11% | 0.12% | Q3 2011 | Q3 2015 | 15 |
Tortoise Investment Management, LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2023 | 15 |
NATIONAL PLANNING CORP | 9 | 6 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q3 2017 | 15 |
Ninety One SA (PTY) Ltd | 15 | 15 | 0.01% | 0.58% | 1.84% | Q2 2016 | Q4 2019 | 15 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 9 | 6 | 0.26% | 1.05% | 2.19% | Q2 2013 | Q1 2022 | 15 |
Bleichroeder LP | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BURNEY CO/ | 14 | 1 | 0.03% | 0.20% | 0.31% | Q1 2017 | Q3 2023 | 15 |
BI Asset Management Fondsmaeglerselskab A/S | 15 | 15 | 0.01% | 0.05% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2019 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
A.R.T. Advisors, LLC | 9 | 1 | 0.05% | 0.27% | 0.68% | Q1 2015 | Q2 2020 | 15 |
SUMITOMO LIFE INSURANCE CO | 15 | 15 | 0.23% | 0.31% | 0.37% | Q3 2013 | Q1 2017 | 15 |
SHAYNE & JACOBS, LLC | 13 | 2 | 0.16% | 0.83% | 1.26% | Q2 2019 | Q3 2023 | 15 |
GIRARD PARTNERS LTD. | 6 | 1 | 0.02% | 0.05% | 0.13% | Q4 2017 | Q2 2023 | 15 |
MARTINGALE ASSET MANAGEMENT L P | 12 | 3 | 0.02% | 0.19% | 0.45% | Q2 2015 | Q3 2023 | 15 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 15 | 15 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 15 |
Symmetry Partners, LLC | 14 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q4 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.13% | 0.21% | 0.27% | Q3 2016 | Q1 2020 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q4 2019 | 15 |
SHEPHERD KAPLAN KROCHUK, LLC | 9 | 6 | 0.10% | 0.33% | 0.57% | Q4 2017 | Q3 2022 | 15 |
WILLIAMS JONES & ASSOCIATES LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2019 | 15 |
Empirical Finance, LLC | 14 | 1 | 0.02% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 15 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.01% | 0.21% | 1.03% | Q4 2014 | Q2 2020 | 15 |
Horan Securities, Inc. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2023 | 15 |
CORNERSTONE ADVISORS INC | 7 | 1 | 0.00% | 0.21% | 0.39% | Q4 2013 | Q4 2021 | 15 |
Stolper Co | 15 | 15 | 1.29% | 1.49% | 1.71% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 10 | 5 | 0.00% | 0.13% | 0.26% | Q3 2016 | Q2 2020 | 15 |
DENALI ADVISORS LLC | 14 | 1 | 0.02% | 0.27% | 0.86% | Q1 2014 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.17% | 0.18% | 0.20% | Q2 2013 | Q4 2016 | 15 |
RAY GERALD L & ASSOCIATES LTD | 12 | 3 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2017 | 15 |
Texan Capital Management | 15 | 15 | 0.09% | 0.13% | 0.21% | Q2 2014 | Q4 2017 | 15 |
Biechele Royce Advisors | 15 | 15 | 2.54% | 3.08% | 4.26% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
HBC Financial Services, PLLC | 13 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Field & Main Bank | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q4 2022 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.18% | 0.20% | 0.24% | Q2 2013 | Q4 2016 | 15 |
Orion Portfolio Solutions, LLC | 12 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Patten Group, Inc. | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q4 2018 | 15 |
BANK OF THE WEST | 15 | 15 | 0.04% | 0.15% | 0.24% | Q1 2017 | Q3 2020 | 15 |
Belpointe Asset Management LLC | 10 | 1 | 0.02% | 0.06% | 0.14% | Q4 2017 | Q1 2023 | 15 |
Pointe Capital Management LLC | 8 | 1 | 0.01% | 0.22% | 0.33% | Q1 2015 | Q1 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q4 2016 | 15 |
MGO ONE SEVEN LLC | 12 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 15 |
Wealth Advisors of Tampa Bay, LLC | 15 | 15 | 1.41% | 1.70% | 1.84% | Q1 2020 | Q3 2023 | 15 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 14 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q3 2016 | 14 |
Trust Asset Management LLC | 12 | 2 | 0.04% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Point72 Europe (London) LLP | 10 | 4 | 0.21% | 5.89% | 20.36% | Q4 2019 | Q3 2023 | 14 |
SMITH, MOORE & CO. | 8 | 6 | 0.04% | 0.08% | 0.13% | Q3 2017 | Q2 2022 | 14 |
AlphaCrest Capital Management LLC | 10 | 4 | 0.02% | 0.23% | 0.74% | Q1 2019 | Q3 2022 | 14 |
OAKBROOK INVESTMENTS LLC | 4 | 1 | 0.03% | 0.20% | 0.35% | Q2 2013 | Q4 2019 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.03% | 0.14% | 0.52% | Q2 2013 | Q3 2016 | 14 |
Bay Harbor Wealth Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Continuum Advisory, LLC | 8 | 6 | 0.08% | 0.21% | 0.35% | Q1 2017 | Q3 2023 | 14 |
TIAA CREF TRUST CO FSB/MO | 14 | 14 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2017 | 14 |
Pensionfund DSM Netherlands | 10 | 2 | 0.00% | 0.39% | 0.61% | Q2 2013 | Q4 2021 | 14 |
Banco Santander, S.A. | 8 | 1 | 0.00% | 0.04% | 0.17% | Q1 2018 | Q4 2022 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 14 |
Corient Capital Partners, LLC | 12 | 2 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q3 2022 | 14 |
TOBAM | 13 | 1 | 0.01% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 14 |
Strategic Investment Advisors / MI | 14 | 14 | 0.08% | 0.14% | 0.21% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CenturyLink Investment Management Co | 14 | 14 | 0.47% | 0.63% | 0.75% | Q4 2016 | Q1 2020 | 14 |
Dana Investment Advisors, Inc. | 14 | 14 | 1.03% | 1.29% | 1.53% | Q2 2020 | Q3 2023 | 14 |
Outlook Wealth Advisors, LLC | 14 | 14 | 0.15% | 0.22% | 0.30% | Q2 2020 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2020 | 14 |
Hudson Bay Capital Management LP | 4 | 1 | 0.03% | 0.10% | 0.22% | Q4 2013 | Q3 2023 | 14 |
VALLEY WEALTH MANAGERS, INC. | 7 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q4 2022 | 14 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 12 | 2 | 0.00% | 0.46% | 1.37% | Q1 2014 | Q4 2020 | 14 |
Rock Creek Group, LP | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.07% | 0.09% | 0.14% | Q2 2013 | Q3 2016 | 14 |
Edgestream Partners, L.P. | 4 | 1 | 0.01% | 0.30% | 1.00% | Q1 2018 | Q3 2023 | 14 |
BOENNING & SCATTERGOOD, INC. | 7 | 1 | 0.04% | 0.08% | 0.14% | Q2 2018 | Q4 2022 | 14 |
DEERE & CO | 14 | 14 | 0.15% | 0.17% | 0.18% | Q2 2013 | Q3 2016 | 14 |
Illinois Municipal Retirement Fund | 14 | 14 | 0.11% | 0.27% | 0.69% | Q2 2020 | Q3 2023 | 14 |
FundX Investment Group, LLC | 14 | 14 | 0.14% | 0.27% | 0.38% | Q3 2016 | Q4 2019 | 14 |
PORTLAND INVESTMENT COUNSEL INC. | 14 | 14 | 3.14% | 4.09% | 6.77% | Q2 2020 | Q3 2023 | 14 |
MAI Capital Management | 10 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 14 |
Global X Management CO LLC | 14 | 14 | 0.01% | 0.13% | 0.43% | Q1 2015 | Q2 2018 | 14 |
Calvert Investment Management, Inc. | 14 | 14 | 0.03% | 0.26% | 0.66% | Q3 2013 | Q4 2016 | 14 |
Foundry Partners, LLC | 14 | 14 | 0.67% | 0.84% | 0.99% | Q2 2020 | Q3 2023 | 14 |
ASPIRIANT, LLC | 8 | 6 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2019 | 14 |
GLG LLC | 14 | 14 | 0.11% | 0.16% | 0.23% | Q1 2014 | Q2 2017 | 14 |
LOUNTZIS ASSET MANAGEMENT, LLC | 14 | 14 | 0.20% | 1.76% | 2.48% | Q2 2020 | Q3 2023 | 14 |
Integrated Wealth Concepts LLC | 11 | 3 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 14 |
Intellectus Partners, LLC | 10 | 4 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q4 2021 | 14 |
WFA of San Diego, LLC | 14 | 14 | 0.01% | 0.48% | 0.63% | Q2 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q1 2017 | 14 |
Aspire Private Capital, LLC | 14 | 14 | 0.04% | 0.17% | 0.25% | Q2 2020 | Q3 2023 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14 | 14 | 0.00% | 0.03% | 0.13% | Q4 2019 | Q1 2023 | 14 |
Supplemental Annuity Collective Trust of NJ | 14 | 14 | 0.40% | 0.45% | 0.51% | Q1 2014 | Q2 2017 | 14 |
Banco de Sabadell, S.A | 14 | 14 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2021 | 14 |
Ethic Inc. | 14 | 14 | 0.18% | 0.24% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Apollon Wealth Management, LLC | 14 | 14 | 0.03% | 0.07% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Laurel Wealth Advisors, Inc. | 7 | 2 | 0.05% | 0.06% | 0.08% | Q3 2017 | Q4 2022 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 14 |
E&G Advisors, LP | 9 | 5 | 0.10% | 0.26% | 0.42% | Q4 2013 | Q4 2017 | 14 |
MU Investments Co., Ltd. | 10 | 3 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2017 | 13 |
MIROVA | 12 | 1 | 0.00% | 0.10% | 0.29% | Q2 2019 | Q4 2022 | 13 |
Global Wealth Management Investment Advisory, Inc. | 9 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 13 |
Quantinno Capital Management LP | 12 | 1 | 0.10% | 0.25% | 0.49% | Q4 2019 | Q3 2023 | 13 |
Western Wealth Management, LLC | 8 | 5 | 0.03% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 13 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.10% | 0.32% | 0.66% | Q4 2014 | Q2 2023 | 13 |
KMG FIDUCIARY PARTNERS, LLC | 13 | 13 | 0.04% | 0.17% | 0.38% | Q3 2020 | Q3 2023 | 13 |
TT INTERNATIONAL | 13 | 13 | 0.52% | 1.34% | 2.11% | Q4 2016 | Q4 2019 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.32% | 0.65% | 0.88% | Q2 2019 | Q2 2022 | 13 |
Foundations Investment Advisors, LLC | 10 | 3 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 13 |
IEQ CAPITAL, LLC | 11 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Vestmark Advisory Solutions, Inc. | 9 | 1 | 0.03% | 0.05% | 0.16% | Q1 2019 | Q2 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2022 | 13 |
10-15 ASSOCIATES, INC. | 11 | 2 | 0.12% | 0.44% | 0.75% | Q4 2013 | Q1 2017 | 13 |
6 Meridian | 13 | 13 | 0.22% | 0.63% | 0.82% | Q4 2017 | Q4 2020 | 13 |
Apriem Advisors | 6 | 1 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q2 2018 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
CI Global Investments Inc. | 13 | 13 | 0.01% | 0.29% | 0.96% | Q2 2013 | Q2 2016 | 13 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.10% | 0.29% | 0.72% | Q4 2015 | Q2 2023 | 13 |
Virtu Financial LLC | 4 | 1 | 0.03% | 0.07% | 0.19% | Q4 2016 | Q1 2023 | 13 |
BFSG, LLC | 9 | 1 | 0.05% | 0.58% | 0.87% | Q1 2017 | Q3 2023 | 13 |
Brown Advisory Securities, LLC | 7 | 1 | 0.04% | 0.08% | 0.12% | Q4 2013 | Q1 2019 | 13 |
Mathes Company, Inc. | 11 | 2 | 0.12% | 0.15% | 0.17% | Q4 2013 | Q1 2017 | 13 |
Heritage Way Advisors, LLC | 13 | 13 | 1.24% | 1.61% | 1.90% | Q4 2016 | Q4 2019 | 13 |
Magellan Asset Management Ltd | 13 | 13 | 1.04% | 3.92% | 5.35% | Q3 2013 | Q3 2016 | 13 |
PFS INVESTMENTS INC. | 13 | 13 | 0.04% | 0.09% | 0.13% | Q2 2020 | Q2 2023 | 13 |
Mascoma Wealth Management LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2021 | 13 |
FIRST FINANCIAL CORP /IN/ | 13 | 13 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2016 | 13 |
Stanley-Laman Group, Ltd. | 12 | 1 | 0.04% | 0.23% | 0.42% | Q1 2014 | Q2 2023 | 13 |
Hillman Capital Management, Inc. | 12 | 1 | 0.14% | 2.17% | 2.86% | Q4 2019 | Q3 2023 | 13 |
PacWest Financial Management Inc | 9 | 4 | 0.35% | 0.84% | 0.98% | Q2 2013 | Q4 2016 | 13 |
Truehand, Inc | 13 | 13 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2021 | 13 |
Kovitz Investment Group, LLC | 11 | 11 | 0.04% | 2.69% | 3.63% | Q2 2013 | Q4 2015 | 13 |
Glenview Trust Co | 12 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Geneva Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2017 | 13 |
Waverly Advisors, LLC | 9 | 4 | 0.02% | 0.07% | 0.17% | Q3 2013 | Q4 2017 | 13 |
HENNESSY ADVISORS INC | 12 | 1 | 0.03% | 0.28% | 0.34% | Q4 2016 | Q4 2022 | 13 |
Schooner Investment Group, LLC. | 13 | 13 | 0.28% | 0.54% | 0.97% | Q3 2013 | Q3 2016 | 13 |
Lenox Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q1 2022 | 13 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.05% | 0.13% | Q3 2013 | Q1 2017 | 13 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.04% | 0.38% | 0.95% | Q2 2013 | Q3 2023 | 13 |
EASTERN BANK | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2016 | 13 |
Perigon Wealth Management, LLC | 9 | 1 | 0.00% | 0.08% | 0.19% | Q4 2016 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Harfst & Associates, Inc. | 10 | 3 | 0.03% | 0.08% | 0.10% | Q2 2015 | Q2 2019 | 13 |
STONERIDGE INVESTMENT PARTNERS LLC | 7 | 2 | 0.30% | 0.84% | 2.34% | Q2 2013 | Q4 2022 | 13 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 10 | 3 | 0.04% | 0.27% | 0.41% | Q2 2020 | Q3 2023 | 13 |
Capital International, Inc./CA/ | 13 | 13 | 0.02% | 0.18% | 0.39% | Q2 2017 | Q2 2020 | 13 |
ROPES WEALTH ADVISORS LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
True North Advisors, LLC | 13 | 13 | 0.22% | 0.30% | 0.41% | Q2 2020 | Q2 2023 | 13 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 7 | 1 | 0.05% | 0.61% | 1.78% | Q2 2013 | Q2 2018 | 13 |
Quantitative Systematic Strategies LLC | 5 | 1 | 0.04% | 0.26% | 0.77% | Q4 2014 | Q2 2021 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.24% | 0.31% | 0.38% | Q2 2013 | Q2 2016 | 13 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.17% | 0.83% | 2.45% | Q3 2014 | Q4 2019 | 13 |
BAR HARBOR WEALTH MANAGEMENT | 11 | 1 | 0.02% | 0.04% | 0.05% | Q1 2014 | Q4 2021 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Kingstown Capital | 13 | 13 | 5.50% | 7.19% | 9.50% | Q3 2015 | Q3 2018 | 13 |
Veritas Investment Partners (UK) Ltd. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Falcon Wealth Planning | 12 | 12 | 0.32% | 0.65% | 1.06% | Q4 2020 | Q3 2023 | 12 |
RITHOLTZ WEALTH MANAGEMENT | 12 | 12 | 0.02% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Haverford Trust Co | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Blueshift Asset Management, LLC | 7 | 1 | 0.02% | 0.24% | 0.56% | Q1 2019 | Q3 2023 | 12 |
Canton Hathaway, LLC | 7 | 2 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q4 2022 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.88% | 0.93% | 1.04% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.12% | 0.34% | Q1 2018 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.03% | 0.16% | 0.24% | Q4 2018 | Q3 2021 | 12 |
ARGI Investment Services, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 12 |
ClariVest Asset Management LLC | 7 | 2 | 0.00% | 0.55% | 1.09% | Q4 2016 | Q3 2023 | 12 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.02% | 0.20% | 0.65% | Q1 2015 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Bronte Capital Management Pty Ltd. | 12 | 12 | 0.11% | 1.74% | 3.22% | Q3 2020 | Q2 2023 | 12 |
Apex Capital Management | 12 | 12 | 0.14% | 0.24% | 0.41% | Q2 2013 | Q1 2016 | 12 |
Marshall Wace North America L.P. | 9 | 1 | 0.00% | 0.09% | 0.31% | Q1 2017 | Q2 2021 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.13% | 0.15% | 0.17% | Q2 2013 | Q1 2016 | 12 |
HHM Wealth Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.04% | 0.42% | 0.72% | Q4 2016 | Q3 2019 | 12 |
Aspen Investment Management Inc | 8 | 4 | 0.14% | 0.18% | 0.23% | Q2 2013 | Q3 2018 | 12 |
Roundview Capital LLC | 12 | 12 | 0.03% | 0.07% | 0.13% | Q3 2017 | Q2 2020 | 12 |
WELCH & FORBES LLC | 7 | 5 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2018 | 12 |
Granite Investment Advisors, LLC | 12 | 12 | 0.81% | 1.04% | 1.23% | Q1 2017 | Q4 2019 | 12 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 12 | 12 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q1 2016 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.09% | 1.14% | 2.03% | Q4 2016 | Q3 2019 | 12 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 11 | 1 | 0.06% | 0.46% | 0.56% | Q3 2020 | Q3 2023 | 12 |
Rossmore Private Capital | 7 | 1 | 0.01% | 0.04% | 0.04% | Q4 2017 | Q3 2023 | 12 |
MinichMacGregor Wealth Management, LLC | 12 | 12 | 0.17% | 0.38% | 0.44% | Q4 2015 | Q3 2018 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.06% | 0.09% | 0.18% | Q4 2020 | Q3 2023 | 12 |
PATTEN & PATTEN INC/TN | 12 | 12 | 0.05% | 0.05% | 0.06% | Q1 2017 | Q4 2019 | 12 |
New England Research & Management, Inc. | 5 | 1 | 0.12% | 0.34% | 0.98% | Q4 2013 | Q1 2022 | 12 |
Wellington Shields & Co., LLC | 6 | 1 | 0.03% | 0.08% | 0.14% | Q3 2014 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 1 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q2 2022 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CUE ADVISORY SERVICES, INC. | 12 | 12 | 0.33% | 0.37% | 0.43% | Q4 2015 | Q3 2018 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.06% | 0.49% | Q2 2018 | Q1 2021 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.11% | 1.43% | 2.53% | Q4 2016 | Q3 2019 | 12 |
Mutual Advisors, LLC | 9 | 1 | 0.02% | 0.05% | 0.10% | Q4 2017 | Q1 2021 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q1 2016 | 12 |
Calamos Wealth Management LLC | 12 | 12 | 0.19% | 0.39% | 0.59% | Q4 2015 | Q3 2018 | 12 |
Williams Jones Wealth Management, LLC. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2018 | 12 |
RWA WEALTH PARTNERS, LLC | 11 | 1 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 12 |
NEW YORK LIFE TRUST CO | 10 | 2 | 0.26% | 0.57% | 0.70% | Q2 2013 | Q4 2016 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 12 |
Highstreet Asset Management Inc. | 11 | 1 | 0.01% | 0.07% | 0.27% | Q4 2016 | Q4 2019 | 12 |
Rings Capital Management | 9 | 1 | 1.60% | 3.92% | 15.06% | Q2 2019 | Q4 2022 | 12 |
Round Rock Advisors, LLC | 12 | 12 | 0.11% | 0.17% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.05% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Almanack Investment Partners, LLC. | 12 | 12 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.31% | 0.38% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Hi-Line Capital Management, LLC | 12 | 12 | 1.60% | 1.90% | 2.28% | Q3 2020 | Q2 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.10% | 0.22% | 0.36% | Q2 2013 | Q1 2016 | 12 |
SNS Financial Group, LLC | 12 | 12 | 0.16% | 0.17% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.06% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.06% | 0.24% | Q4 2014 | Q2 2023 | 12 |
HOWARD HUGHES MEDICAL INSTITUTE | 12 | 12 | 0.10% | 0.35% | 0.98% | Q2 2013 | Q1 2016 | 12 |
ARGA Investment Management, LP | 6 | 1 | 0.09% | 0.44% | 0.91% | Q3 2012 | Q4 2021 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 12 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.05% | 0.05% | 0.06% | Q4 2013 | Q3 2016 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.14% | 0.16% | 0.16% | Q2 2013 | Q1 2016 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Shamrock Asset Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Allegheny Financial Group LTD | 12 | 12 | 0.17% | 0.22% | 0.34% | Q4 2020 | Q3 2023 | 12 |
SPINNAKER TRUST | 6 | 1 | 0.02% | 0.02% | 0.04% | Q1 2017 | Q2 2021 | 12 |
AGF INVESTMENTS INC. | 11 | 1 | 0.00% | 0.19% | 0.77% | Q1 2017 | Q3 2022 | 12 |
FIRST HAWAIIAN BANK | 8 | 1 | 0.01% | 0.08% | 0.12% | Q3 2018 | Q3 2023 | 12 |
Blume Capital Management, Inc. | 10 | 2 | 0.01% | 0.09% | 0.14% | Q3 2015 | Q2 2020 | 12 |
Donald L. Hagan, LLC | 5 | 1 | 0.02% | 0.48% | 0.70% | Q3 2015 | Q3 2023 | 12 |
CHICAGO EQUITY PARTNERS LLC | 8 | 4 | 0.02% | 0.19% | 0.52% | Q3 2014 | Q3 2017 | 12 |
Ellsworth Advisors, LLC | 12 | 12 | 0.08% | 0.55% | 1.58% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.08% | 0.91% | 1.53% | Q4 2016 | Q3 2019 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.05% | 0.21% | 0.77% | Q3 2014 | Q2 2022 | 12 |
MILLER HOWARD INVESTMENTS INC /NY | 12 | 12 | 0.14% | 1.50% | 2.04% | Q4 2020 | Q3 2023 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.21% | 0.25% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.02% | 0.02% | 0.05% | Q4 2012 | Q3 2015 | 12 |
LJ TRUST Co LLC | 11 | 11 | 0.20% | 1.88% | 2.25% | Q3 2014 | Q1 2017 | 11 |
SouthState Corp | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 11 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 11 | 11 | 0.04% | 1.45% | 1.87% | Q1 2016 | Q3 2018 | 11 |
AHL Partners LLP | 6 | 5 | 0.02% | 0.10% | 0.29% | Q3 2014 | Q4 2017 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q4 2022 | 11 |
BAILARD, INC. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
D L CARLSON INVESTMENT GROUP INC | 11 | 11 | 0.38% | 0.52% | 0.67% | Q1 2021 | Q3 2023 | 11 |
Schneider Downs Wealth Management Advisors, LP | 7 | 4 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 11 |
CLINTON GROUP INC | 5 | 1 | 0.01% | 0.23% | 1.04% | Q2 2013 | Q1 2018 | 11 |
Paragon Capital Management Ltd | 4 | 3 | 0.04% | 0.09% | 0.24% | Q1 2018 | Q3 2023 | 11 |
Mount Yale Investment Advisors, LLC | 11 | 11 | 0.10% | 0.12% | 0.13% | Q3 2020 | Q1 2023 | 11 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 8 | 1 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2021 | 11 |
PARNASSUS INVESTMENTS, LLC | 11 | 11 | 0.16% | 0.33% | 0.61% | Q1 2021 | Q3 2023 | 11 |
TD Securities (USA) LLC | 9 | 2 | 0.08% | 0.21% | 0.26% | Q2 2013 | Q1 2016 | 11 |
Findlay Park Partners LLP | 11 | 11 | 0.23% | 0.46% | 0.77% | Q3 2013 | Q1 2016 | 11 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 11 |
FRED ALGER MANAGEMENT, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 11 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 6 | 1 | 0.01% | 0.16% | 0.42% | Q1 2015 | Q3 2018 | 11 |
TIEMANN INVESTMENT ADVISORS, LLC | 10 | 1 | 0.08% | 0.17% | 0.19% | Q1 2017 | Q4 2021 | 11 |
Krane Funds Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
CHUBB CORP | 11 | 11 | 0.77% | 1.21% | 1.99% | Q2 2013 | Q4 2015 | 11 |
Gillson Capital LP | 4 | 1 | 0.51% | 2.01% | 4.54% | Q3 2019 | Q2 2023 | 11 |
Boston Partners | 11 | 11 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q1 2022 | 11 |
INTEGRAL DERIVATIVES, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q4 2014 | 11 |
CSM Advisors, LLC | 11 | 11 | 0.44% | 0.58% | 1.14% | Q1 2021 | Q3 2023 | 11 |
Waterfront Wealth Inc. | 11 | 11 | 0.13% | 0.20% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 11 | 11 | 0.83% | 1.13% | 1.47% | Q2 2013 | Q4 2015 | 11 |
MISSION WEALTH MANAGEMENT, LP | 11 | 11 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Siemens Fonds Invest GmbH | 9 | 2 | 0.03% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
SkyView Investment Advisors, LLC | 9 | 2 | 0.07% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 11 |
DAVIS R M INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Tranquilli Financial Advisor LLC | 11 | 11 | 0.20% | 0.25% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.88% | 1.00% | 1.11% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q1 2017 | 11 |
Partnervest Advisory Services LLC | 5 | 1 | 0.03% | 0.10% | 0.21% | Q2 2013 | Q3 2020 | 11 |
Vectors Research Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.02% | 0.11% | Q2 2014 | Q2 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q2 2020 | 11 |
Hudson Capital Management LLC | 11 | 11 | 0.21% | 0.33% | 0.41% | Q4 2017 | Q2 2020 | 11 |
Sepio Capital, LP | 7 | 1 | 0.02% | 0.10% | 0.41% | Q4 2018 | Q3 2023 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.06% | 0.07% | 0.08% | Q3 2013 | Q1 2016 | 11 |
Capital International Sarl | 9 | 2 | 0.13% | 0.22% | 0.36% | Q2 2017 | Q2 2020 | 11 |
Concord Wealth Partners | 7 | 4 | 0.03% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 11 |
TWIN CAPITAL MANAGEMENT INC | 8 | 3 | 0.04% | 0.17% | 0.25% | Q2 2015 | Q3 2023 | 11 |
Archer Investment Corp | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 11 |
CLARK ESTATES INC/NY | 11 | 11 | 1.60% | 3.68% | 5.43% | Q2 2013 | Q4 2015 | 11 |
Wealth Quarterback LLC | 6 | 1 | 0.01% | 0.32% | 0.50% | Q1 1987 | Q3 2023 | 11 |
EXANE DERIVATIVES | 7 | 4 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q1 2020 | 11 |
Providence Capital Advisors, LLC | 10 | 1 | 0.01% | 0.27% | 1.44% | Q4 2017 | Q4 2020 | 11 |
ROCKY MOUNTAIN ADVISERS, LLC | 11 | 11 | 0.06% | 0.11% | 0.14% | Q3 2017 | Q1 2020 | 11 |
Apella Capital, LLC | 11 | 11 | 0.03% | 0.09% | 0.18% | Q1 2020 | Q3 2022 | 11 |
Taylor, Cottrill LLC | 11 | 11 | 0.26% | 0.29% | 0.36% | Q2 2013 | Q4 2015 | 11 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q2 2021 | 11 |
Brookfield Asset Management | 5 | 1 | 0.00% | 0.04% | 0.06% | Q2 2020 | Q2 2023 | 11 |
Loudon Investment Management, LLC | 11 | 11 | 0.38% | 0.85% | 1.32% | Q1 2021 | Q3 2023 | 11 |
MARATHON ASSET MANAGEMENT LLP | 11 | 11 | 0.63% | 0.80% | 0.94% | Q4 2018 | Q2 2021 | 11 |
Cornell Pochily Investment Advisors, Inc. | 11 | 11 | 0.14% | 0.18% | 0.20% | Q1 2021 | Q3 2023 | 11 |
S&T BANK/PA | 10 | 1 | 0.03% | 0.06% | 0.07% | Q2 2015 | Q3 2023 | 11 |
IBERIABANK CORP | 9 | 2 | 0.04% | 0.07% | 0.10% | Q3 2017 | Q2 2020 | 11 |
MACRO Consulting Group | 11 | 11 | 0.91% | 1.17% | 1.45% | Q4 2018 | Q2 2021 | 11 |
ArrowMark Colorado Holdings LLC | 11 | 11 | 0.02% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
SHAPIRO CAPITAL MANAGEMENT LLC | 10 | 1 | 0.01% | 1.43% | 2.25% | Q2 2013 | Q2 2019 | 11 |
SevenBridge Financial Group, LLC | 10 | 1 | 0.06% | 0.58% | 0.91% | Q1 2017 | Q3 2022 | 11 |
CADENCE CAPITAL MANAGEMENT LLC | 11 | 11 | 0.06% | 0.17% | 0.34% | Q1 2018 | Q3 2020 | 11 |
ASPIRIANT HOLDINGS S3, LLC | 11 | 11 | 0.18% | 1.34% | 2.21% | Q2 2013 | Q4 2015 | 11 |
Natixis Investment Managers International | 5 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q1 2022 | 11 |
ORRSTOWN FINANCIAL SERVICES INC | 8 | 1 | 0.00% | 0.03% | 0.04% | Q3 2013 | Q3 2019 | 11 |
Well Done, LLC | 5 | 1 | 0.05% | 0.06% | 0.09% | Q4 2015 | Q1 2022 | 11 |
Financial Management Professionals, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 11 |
Carnick & Kubik, LLC | 10 | 1 | 0.20% | 0.51% | 0.62% | Q2 2013 | Q1 2016 | 11 |
Knights of Columbus Asset Advisors LLC | 11 | 11 | 0.90% | 1.39% | 1.85% | Q1 2017 | Q3 2019 | 11 |
Visionary Wealth Advisors | 8 | 2 | 0.33% | 0.43% | 0.54% | Q1 2021 | Q3 2023 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
MATRIX ASSET ADVISORS INC/NY | 10 | 10 | 0.45% | 2.54% | 3.62% | Q2 2021 | Q3 2023 | 10 |
MALTESE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.06% | 0.60% | 1.12% | Q4 2014 | Q1 2021 | 10 |
MSF Capital, LLC | 10 | 10 | 0.25% | 0.32% | 0.36% | Q2 2013 | Q3 2015 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 10 | 10 | 2.11% | 2.44% | 2.85% | Q4 2016 | Q1 2019 | 10 |
KCM INVESTMENT ADVISORS LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 10 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 6 | 4 | 0.00% | 0.24% | 0.45% | Q4 2016 | Q3 2023 | 10 |
Chesley Taft & Associates LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2018 | 10 |
FIRST MERCANTILE TRUST CO | 9 | 1 | 0.02% | 0.04% | 0.09% | Q1 2014 | Q3 2021 | 10 |
GRIMES & COMPANY, INC. | 10 | 10 | 0.03% | 0.04% | 0.06% | Q3 2014 | Q4 2016 | 10 |
Independent Portfolio Consultants, Inc. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2017 | 10 |
Amundi | 10 | 10 | 0.09% | 0.14% | 0.22% | Q2 2021 | Q3 2023 | 10 |
INVESTMENT CENTERS OF AMERICA INC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2015 | Q3 2017 | 10 |
Norman Fields, Gottscho Capital Management, LLC | 10 | 10 | 0.21% | 0.71% | 1.15% | Q3 2017 | Q4 2019 | 10 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.09% | 0.84% | 1.80% | Q2 2013 | Q4 2022 | 10 |
BRIGHTON JONES LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2022 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.05% | 0.13% | Q1 2013 | Q3 2022 | 10 |
ALPHASIMPLEX GROUP, LLC | 10 | 10 | 0.50% | 0.78% | 1.55% | Q1 2018 | Q2 2020 | 10 |
Migdal Insurance & Financial Holdings Ltd. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 10 |
Assured Investment Management LLC | 3 | 1 | 0.00% | 0.02% | 0.11% | Q1 2015 | Q1 2019 | 10 |
COWEN INC. | 6 | 1 | 0.00% | 0.35% | 0.81% | Q3 2014 | Q2 2018 | 10 |
Constellation Wealth Advisors, LLC | 10 | 10 | 1.00% | 1.25% | 1.55% | Q2 2013 | Q3 2015 | 10 |
Diversified Trust Co | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2023 | 10 |
Euclid Advisors LLC | 7 | 1 | 0.01% | 0.10% | 0.20% | Q2 2013 | Q2 2016 | 10 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.29% | 1.62% | Q2 2015 | Q3 2019 | 10 |
British Airways Pensions Investment Management Ltd | 10 | 10 | 0.58% | 1.06% | 1.64% | Q3 2015 | Q4 2017 | 10 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 10 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 5 | 1 | 0.01% | 0.68% | 6.29% | Q4 2013 | Q4 2022 | 10 |
Ascent Wealth Partners, LLC | 10 | 10 | 0.10% | 0.18% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Oxbow Advisors, LLC | 10 | 10 | 0.05% | 0.06% | 0.09% | Q2 2015 | Q3 2017 | 10 |
LVW Advisors, LLC | 7 | 1 | 0.04% | 0.06% | 0.11% | Q4 2015 | Q3 2023 | 10 |
GeoWealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.21% | 0.44% | 0.64% | Q1 2014 | Q1 2019 | 10 |
MCF Advisors LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Capital Advantage, Inc. | 10 | 10 | 0.09% | 0.11% | 0.14% | Q4 2016 | Q1 2019 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q1 2017 | 10 |
OPSEU Pension Plan Trust Fund | 10 | 10 | 0.10% | 0.34% | 0.45% | Q2 2020 | Q3 2022 | 10 |
Sowell Financial Services LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 10 |
Sharkey, Howes & Javer | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
Genesee Capital Advisors, LLC | 3 | 1 | 0.12% | 0.15% | 0.20% | Q2 2019 | Q2 2023 | 10 |
Integrated Investment Consultants, LLC | 7 | 3 | 0.05% | 0.09% | 0.12% | Q1 2016 | Q3 2018 | 10 |
TRUE Private Wealth Advisors | 7 | 1 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q4 2019 | 10 |
First Capital Advisors Group, LLC. | 9 | 1 | 0.07% | 0.28% | 0.54% | Q4 2016 | Q2 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 10 |
Vantage Financial Partners Ltd., Inc. | 9 | 1 | 0.13% | 0.43% | 0.83% | Q4 2016 | Q2 2019 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
Beirne Wealth Consulting Services, LLC | 5 | 1 | 0.10% | 0.15% | 0.20% | Q4 2018 | Q1 2023 | 10 |
Founders Capital Management | 10 | 10 | 0.76% | 1.25% | 1.47% | Q1 2017 | Q2 2019 | 10 |
Columbus Macro, LLC | 10 | 10 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q1 2023 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.04% | 0.06% | Q4 2017 | Q2 2020 | 10 |
Neo Ivy Capital Management | 3 | 1 | 0.06% | 0.44% | 0.82% | Q1 2019 | Q3 2023 | 10 |
Virtue Capital Management, LLC | 8 | 2 | 0.03% | 0.08% | 0.11% | Q4 2017 | Q3 2023 | 10 |
Prime Capital Investment Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2021 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2020 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 6 | 2 | 0.02% | 0.09% | 0.22% | Q2 2018 | Q1 2023 | 10 |
Impax Asset Management Group plc | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Summit Financial, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Ellis Investment Partners, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 10 |
Cornerstone Advisors, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.06% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Jump Financial, LLC | 3 | 2 | 0.01% | 0.08% | 0.26% | Q3 2020 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 10 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 10 | 10 | 0.02% | 0.02% | 0.06% | Q1 2020 | Q2 2022 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
HERITAGE INVESTORS MANAGEMENT CORP | 10 | 10 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q2 2017 | 10 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q3 2016 | Q4 2018 | 10 |
FINANCIAL COUNSELORS INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2020 | 10 |
Index Management Solutions, LLC | 9 | 9 | 0.01% | 0.03% | 0.13% | Q3 2013 | Q3 2015 | 9 |
ZACKS INVESTMENT MANAGEMENT | 8 | 1 | 0.01% | 0.44% | 0.55% | Q4 2016 | Q3 2023 | 9 |
Courant Investment Management LLC | 9 | 9 | 3.34% | 4.91% | 6.60% | Q2 2020 | Q2 2022 | 9 |
Harvest Fund Management Co., Ltd | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 9 |
WRIGHT INVESTORS SERVICE INC | 8 | 1 | 0.07% | 0.38% | 0.57% | Q2 2016 | Q1 2023 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
CHOREO, LLC | 6 | 3 | 0.02% | 0.05% | 0.08% | Q1 2014 | Q3 2023 | 9 |
Sciencast Management LP | 2 | 1 | 0.25% | 0.75% | 1.78% | Q1 2016 | Q1 2023 | 9 |
Willingdon Wealth Management | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 9 |
Lebenthal Global Advisors, LLC | 8 | 1 | 0.05% | 0.31% | 0.49% | Q4 2020 | Q3 2023 | 9 |
DORCHESTER WEALTH MANAGEMENT Co | 9 | 9 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q4 2022 | 9 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 8 | 1 | 0.11% | 0.17% | 0.54% | Q4 2019 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 9 |
Arlington Partners LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 9 |
SteelPeak Wealth, LLC | 6 | 3 | 0.04% | 0.14% | 0.21% | Q3 2020 | Q3 2023 | 9 |
WASHINGTON CAPITAL MANAGEMENT, INC | 9 | 9 | 0.25% | 0.31% | 0.42% | Q4 2016 | Q4 2018 | 9 |
Arkadios Wealth Advisors | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q1 2023 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.37% | 0.61% | 0.85% | Q4 2019 | Q4 2021 | 9 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
MAVERICK CAPITAL LTD | 3 | 3 | 0.00% | 0.18% | 1.50% | Q1 2020 | Q3 2023 | 9 |
Alpha Cubed Investments, LLC | 9 | 9 | 0.07% | 0.18% | 0.62% | Q4 2013 | Q4 2015 | 9 |
DEPRINCE RACE & ZOLLO INC | 5 | 4 | 0.85% | 0.92% | 0.99% | Q2 2013 | Q4 2020 | 9 |
C-J Advisory, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2019 | 9 |
Hilltop Holdings Inc. | 8 | 1 | 0.03% | 0.09% | 0.14% | Q1 2021 | Q2 2023 | 9 |
EAGLE ASSET MANAGEMENT INC | 6 | 3 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 9 |
Shulman DeMeo Asset Management LLC | 9 | 9 | 0.10% | 0.13% | 0.31% | Q3 2021 | Q3 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.09% | 0.13% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Numeric Investors LLC | 8 | 1 | 0.01% | 0.11% | 0.59% | Q3 2013 | Q1 2017 | 9 |
Argentus Capital Management, LLC | 9 | 9 | 0.07% | 0.14% | 0.20% | Q3 2014 | Q3 2016 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 9 |
Nikko Asset Management Americas, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q3 2017 | 9 |
Sageworth Trust Co | 9 | 9 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q2 2020 | 9 |
Barrington Strategic Wealth Management Group LLC | 5 | 4 | 0.90% | 1.01% | 1.08% | Q2 2015 | Q3 2017 | 9 |
Five Oceans Asset Management LTD | 6 | 2 | 0.22% | 1.31% | 2.01% | Q4 2010 | Q2 2014 | 9 |
V Wealth Advisors LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q2 2023 | 9 |
Certified Advisory Corp | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 9 |
ODonnell Financial Services, LLC | 9 | 9 | 0.16% | 0.60% | 2.87% | Q3 2021 | Q3 2023 | 9 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 3 | 0.03% | 0.06% | 0.09% | Q1 2015 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.08% | 0.14% | 0.18% | Q2 2013 | Q2 2015 | 9 |
BSW Wealth Partners | 9 | 9 | 0.08% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Legacy Financial Advisors, Inc. | 9 | 9 | 0.09% | 0.20% | 0.27% | Q4 2017 | Q4 2019 | 9 |
Wealthstreet Investment Advisors, LLC | 9 | 9 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q4 2019 | 9 |
MUFG Securities EMEA plc | 6 | 1 | 0.01% | 0.11% | 0.26% | Q3 2018 | Q1 2021 | 9 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 9 | 9 | 0.30% | 0.62% | 0.73% | Q4 2017 | Q4 2019 | 9 |
COMERICA SECURITIES INC | 9 | 9 | 0.03% | 0.04% | 0.09% | Q4 2016 | Q4 2018 | 9 |
OSKIE CAPITAL MANAGEMENT, LLC | 9 | 9 | 2.81% | 4.36% | 8.63% | Q3 2015 | Q3 2017 | 9 |
Verdence Capital Advisors LLC | 5 | 1 | 0.03% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 9 |
CAPITAL COUNSEL LLC/NY | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Bluefin Trading, LLC | 2 | 1 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q4 2019 | 9 |
CAPITAL INTERNATIONAL LTD /CA/ | 9 | 9 | 0.08% | 0.26% | 0.77% | Q2 2017 | Q2 2019 | 9 |
Jolley Asset Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2018 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
Price Wealth, LLC | 8 | 1 | 0.00% | 0.13% | 0.26% | Q2 2018 | Q3 2020 | 9 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 1 | 0.01% | 0.07% | 0.18% | Q4 2016 | Q3 2019 | 9 |
Sequoia Financial Advisors, LLC | 5 | 4 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 9 |
Seelaus Asset Management LLC | 9 | 9 | 0.65% | 0.89% | 1.08% | Q4 2017 | Q4 2019 | 9 |
BAXTER BROS INC | 9 | 9 | 0.29% | 0.39% | 0.46% | Q3 2021 | Q3 2023 | 9 |
FIRST NATIONAL BANK OF OMAHA | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2020 | 9 |
Vigilant Capital Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2021 | 9 |
Ninety One North America, Inc. | 9 | 9 | 0.15% | 1.35% | 2.39% | Q2 2016 | Q2 2018 | 9 |
JAMISON EATON & WOOD INC /NJ | 8 | 8 | 0.58% | 0.71% | 0.76% | Q2 2013 | Q1 2015 | 8 |
WRAPMANAGER INC | 5 | 1 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.25% | 0.54% | Q4 2017 | Q3 2019 | 8 |
Riverwater Partners LLC | 7 | 1 | 0.20% | 0.22% | 0.28% | Q4 2021 | Q4 2023 | 8 |
Dynamic Capital Management Ltd | 2 | 1 | 0.11% | 0.26% | 1.09% | Q2 2013 | Q4 2017 | 8 |
WEST CHESTER CAPITAL ADVISORS, INC | 4 | 1 | 0.22% | 0.28% | 0.37% | Q4 2014 | Q3 2018 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
NorthCoast Asset Management LLC | 4 | 1 | 0.03% | 0.11% | 0.26% | Q3 2016 | Q2 2021 | 8 |
Bromfield Sneider Wealth Advisors | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2023 | 8 |
Addenda Capital Inc. | 4 | 4 | 0.02% | 0.13% | 0.28% | Q2 2013 | Q4 2022 | 8 |
Close Asset Management Ltd | 8 | 8 | 0.00% | 1.42% | 4.92% | Q1 2018 | Q4 2019 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 8 |
Southeastern Asset Management | 8 | 8 | 1.80% | 4.97% | 7.01% | Q2 2013 | Q1 2015 | 8 |
FORT PITT CAPITAL GROUP INC | 7 | 1 | 0.77% | 0.83% | 0.88% | Q2 2013 | Q3 2015 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q1 2015 | 8 |
COLRAIN CAPITAL LLC | 8 | 8 | 0.03% | 0.16% | 0.27% | Q2 2013 | Q1 2015 | 8 |
Visium Asset Management, LP | 4 | 1 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q4 2015 | 8 |
Cordasco Financial Network | 4 | 1 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q2 2022 | 8 |
Kiltearn Partners LLP | 8 | 8 | 2.57% | 6.14% | 7.68% | Q4 2013 | Q3 2015 | 8 |
Osborn Williams & Donohoe LLC | 7 | 1 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q1 2019 | 8 |
Private Ocean, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.28% | 0.38% | 0.45% | Q4 2021 | Q3 2023 | 8 |
SAX WEALTH ADVISORS, LLC | 6 | 2 | 0.04% | 0.07% | 0.12% | Q4 2020 | Q1 2023 | 8 |
Summit Financial Strategies, Inc. | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Kolinsky Wealth Management, LLC | 8 | 8 | 0.52% | 0.62% | 0.70% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
BOSTON ADVISORS LLC | 5 | 1 | 0.01% | 0.32% | 0.66% | Q1 2015 | Q1 2019 | 8 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q1 2020 | 8 |
DUALITY ADVISERS, LP | 3 | 1 | 0.02% | 0.28% | 0.60% | Q4 2019 | Q3 2023 | 8 |
Simplicity Solutions, LLC | 3 | 1 | 0.02% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 8 |
Winthrop Partners - WNY, LLC | 8 | 8 | 0.46% | 0.91% | 1.37% | Q4 2017 | Q3 2019 | 8 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.00% | 0.10% | 0.25% | Q4 2017 | Q2 2019 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Holocene Advisors, LP | 3 | 1 | 0.01% | 0.14% | 0.40% | Q4 2017 | Q4 2022 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.19% | 0.24% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Arnhold LLC | 3 | 1 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q4 2021 | 8 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 8 | 8 | 0.22% | 0.30% | 0.36% | Q1 2018 | Q4 2019 | 8 |
Gould Capital, LLC | 8 | 8 | 1.82% | 2.02% | 2.59% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.07% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 8 | 8 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q4 2021 | 8 |
D.B. Root & Company, LLC | 8 | 8 | 0.20% | 0.28% | 0.49% | Q4 2017 | Q3 2019 | 8 |
Intrinsic Value Partners, LLC | 8 | 8 | 2.42% | 2.87% | 3.55% | Q4 2021 | Q3 2023 | 8 |
Galvin, Gaustad & Stein, LLC | 5 | 3 | 0.02% | 1.34% | 2.28% | Q4 2020 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.05% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
Global Endowment Management, LP | 8 | 8 | 0.08% | 0.51% | 0.91% | Q4 2014 | Q3 2016 | 8 |
City State Bank | 8 | 8 | 0.06% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FIC CAPITAL INC | 8 | 8 | 0.27% | 0.40% | 0.62% | Q4 2015 | Q3 2017 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.21% | 0.23% | 0.24% | Q4 2014 | Q3 2016 | 8 |
Merit Financial Group, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q3 2019 | 8 |
Hedeker Wealth, LLC | 8 | 8 | 0.08% | 1.93% | 2.60% | Q4 2014 | Q3 2016 | 8 |
Clark Capital Management Group, Inc. | 6 | 1 | 0.02% | 0.10% | 0.50% | Q3 2013 | Q4 2019 | 8 |
Pearl River Capital, LLC | 2 | 1 | 0.04% | 0.28% | 0.55% | Q1 2019 | Q2 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2023 | 8 |
CAMG Solamere Management, LLC | 8 | 8 | 0.13% | 0.23% | 0.27% | Q4 2016 | Q3 2018 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Palo Capital, Inc. | 8 | 8 | 0.21% | 0.32% | 0.46% | Q1 2017 | Q4 2018 | 8 |
ANALYTIC INVESTORS, LLC | 6 | 1 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q3 2016 | 8 |
Pendal Group Ltd | 6 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q4 2022 | 8 |
Carmichael Hill & Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Gilbert & Cook, Inc. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Marcato Capital | 6 | 2 | 9.98% | 30.63% | 46.62% | Q3 2014 | Q3 2016 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Boltwood Capital Management | 8 | 8 | 1.38% | 3.18% | 4.03% | Q2 2013 | Q1 2015 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.02% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Airain ltd | 2 | 1 | 0.04% | 0.18% | 0.60% | Q2 2013 | Q2 2017 | 8 |
APPLETON PARTNERS INC/MA | 5 | 1 | 0.02% | 0.06% | 0.08% | Q4 2013 | Q4 2023 | 8 |
BOYS ARNOLD & CO INC | 8 | 8 | 0.03% | 0.06% | 0.09% | Q1 2018 | Q4 2019 | 8 |
ICICI Prudential Asset Management Co Ltd | 4 | 2 | 0.38% | 1.22% | 2.17% | Q4 2016 | Q3 2023 | 8 |
Valentine Capital Asset Management, Inc. | 7 | 1 | 0.04% | 0.07% | 0.10% | Q1 2012 | Q2 2014 | 8 |
Port Capital LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q3 2019 | 8 |
Kiwi Wealth Investments Limited Partnership | 4 | 1 | 0.13% | 0.71% | 1.72% | Q1 2015 | Q1 2022 | 8 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 8 |
Horizon Investments, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Alpha Paradigm Partners, LLC | 5 | 3 | 0.02% | 0.08% | 0.14% | Q4 2020 | Q4 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.10% | 0.27% | 0.43% | Q2 2019 | Q1 2021 | 8 |
PROFFITT & GOODSON INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 8 |
Weil Company, Inc. | 6 | 1 | 0.00% | 0.41% | 0.62% | Q3 2019 | Q4 2022 | 8 |
Hartford Financial Management Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 8 |
ABRAMS BISON INVESTMENTS, LLC | 8 | 8 | 7.51% | 9.27% | 10.53% | Q2 2013 | Q1 2015 | 8 |
Lloyd Advisory Services, LLC. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Quadrature Capital Ltd | 2 | 1 | 0.07% | 0.25% | 0.78% | Q1 2016 | Q1 2021 | 8 |
BOK Financial Private Wealth, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.07% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Squar Milner Financial Services LLC | 5 | 1 | 0.00% | 0.13% | 0.26% | Q4 2017 | Q1 2020 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CSS LLC/IL | 6 | 6 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2022 | 8 |
Capitolis Advisors LLC | 8 | 8 | 0.01% | 0.17% | 0.37% | Q4 2020 | Q3 2022 | 8 |
Gerstein Fisher | 8 | 8 | 0.03% | 0.07% | 0.13% | Q4 2014 | Q3 2016 | 8 |
BELLEVUE ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2021 | 8 |
First City Capital Management, Inc. | 8 | 8 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q1 2016 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.02% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
MERIDIAN INVESTMENT COUNSEL INC. | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
TSFG, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
Princeton Alpha Management LP | 4 | 1 | 0.19% | 0.42% | 0.64% | Q3 2014 | Q1 2017 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.23% | 0.24% | 0.25% | Q2 2013 | Q1 2015 | 8 |
Graypoint LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
C M BIDWELL & ASSOCIATES LTD | 3 | 1 | 0.03% | 0.43% | 0.95% | Q2 2015 | Q3 2020 | 8 |
Nuveen Fund Advisors, LLC | 8 | 8 | 0.07% | 0.67% | 1.32% | Q2 2016 | Q1 2018 | 8 |
Hayek Kallen Investment Management | 8 | 8 | 0.12% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
M Holdings Securities, Inc. | 4 | 1 | 0.06% | 0.12% | 0.27% | Q1 2018 | Q1 2023 | 8 |
Keystone Financial Services | 8 | 8 | 0.23% | 0.25% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Silver Lake Advisory, LLC | 8 | 8 | 0.15% | 0.74% | 1.54% | Q2 2017 | Q1 2019 | 8 |
Lingohr Asset Management GmbH | 7 | 1 | 0.04% | 0.49% | 1.28% | Q2 2013 | Q2 2020 | 8 |
OXFORD ASSET MANAGEMENT LLP | 5 | 1 | 0.01% | 0.07% | 0.17% | Q1 2017 | Q4 2019 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ARGENT CAPITAL MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GRIES FINANCIAL LLC | 4 | 4 | 0.50% | 0.73% | 1.00% | Q1 2021 | Q3 2023 | 8 |
HoldCo Asset Management, LP | 6 | 2 | 0.16% | 10.09% | 26.50% | Q4 2020 | Q4 2022 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
OLD NATIONAL BANCORP /IN/ | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2018 | 7 |
First Pacific Advisors, LP | 6 | 1 | 0.00% | 0.89% | 1.29% | Q2 2013 | Q4 2017 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Martin Capital Advisors, LLP | 4 | 3 | 0.22% | 0.28% | 0.33% | Q4 2021 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Covestor Ltd | 4 | 3 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Newfound Research LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.03% | 0.17% | Q4 2022 | Q3 2023 | 7 |
LGT Group Foundation | 7 | 7 | 0.10% | 0.20% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Capital Asset Advisory Services LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2019 | 7 |
PARK AVENUE SECURITIES LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 7 |
WESPAC Advisors SoCal, LLC | 6 | 1 | 0.07% | 2.08% | 2.58% | Q4 2015 | Q1 2019 | 7 |
Aft, Forsyth & Sober, LLC | 7 | 7 | 0.58% | 0.64% | 0.74% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
BAKER BOYER NATIONAL BANK | 7 | 7 | 2.56% | 2.84% | 3.16% | Q4 2013 | Q2 2015 | 7 |
Cascade Investment Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 7 |
DUBUQUE BANK & TRUST CO | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 7 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q1 2023 | 7 |
ROYCE & ASSOCIATES LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q1 2023 | 7 |
Visionary Asset Management, Inc. | 7 | 7 | 0.07% | 0.10% | 0.12% | Q2 2017 | Q4 2018 | 7 |
Radnor Capital Management, LLC | 2 | 1 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q1 2022 | 7 |
Waratah Capital Advisors Ltd. | 7 | 7 | 0.33% | 0.77% | 1.47% | Q1 2015 | Q3 2016 | 7 |
USA FINANCIAL FORMULAS | 3 | 2 | 0.04% | 0.06% | 0.11% | Q4 2016 | Q3 2021 | 7 |
GM Advisory Group, LLC | 4 | 1 | 0.02% | 0.14% | 0.24% | Q1 2014 | Q4 2021 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
Caption Management, LLC | 3 | 3 | 0.00% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 7 |
Crescent Grove Advisors, LLC | 6 | 1 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q4 2019 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.03% | 0.17% | 0.34% | Q4 2014 | Q2 2016 | 7 |
BTR CAPITAL MANAGEMENT INC | 4 | 3 | 0.04% | 0.05% | 0.07% | Q3 2014 | Q1 2018 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.07% | 0.10% | Q4 2017 | Q2 2021 | 7 |
INVESTORS TRUST INC | 5 | 2 | 0.49% | 1.35% | 2.44% | Q2 2013 | Q2 2015 | 7 |
Legacy Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2019 | 7 |
Absolute Return Capital, LLC | 4 | 3 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q1 2015 | 7 |
MATHER GROUP, LLC. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.00% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.08% | 0.10% | 0.11% | Q4 2016 | Q2 2018 | 7 |
Crewe Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 7 |
WADE G W & INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
55I, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 7 |
KILLEN GROUP INC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Ulysses Management LLC | 3 | 1 | 0.09% | 0.24% | 0.32% | Q4 2018 | Q1 2022 | 7 |
COOKSON PEIRCE & CO INC | 3 | 2 | 0.02% | 0.94% | 3.19% | Q3 2014 | Q1 2023 | 7 |
Rice Partnership, LLC | 7 | 7 | 0.15% | 0.56% | 1.00% | Q4 2017 | Q2 2019 | 7 |
STERNE AGEE GROUP, INC. | 7 | 7 | 0.10% | 0.52% | 0.75% | Q3 2013 | Q1 2015 | 7 |
IFC Holdings Incorporated/FL | 5 | 2 | 0.02% | 0.08% | 0.40% | Q4 2015 | Q3 2017 | 7 |
CreativeOne Wealth, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 7 |
STEEL GROVE CAPITAL ADVISORS, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q4 2018 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.70% | 0.86% | 1.14% | Q1 2022 | Q3 2023 | 7 |
TCTC Holdings, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
LEUTHOLD GROUP, LLC | 6 | 1 | 0.43% | 0.49% | 0.65% | Q4 2016 | Q1 2020 | 7 |
ICC CAPITAL MANAGEMENT INC/ | 7 | 7 | 0.60% | 0.78% | 0.93% | Q2 2013 | Q4 2014 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Savant Capital, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 7 | 7 | 0.04% | 0.07% | 0.13% | Q3 2016 | Q1 2018 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
BRR OpCo, LLC | 7 | 7 | 0.09% | 0.10% | 0.12% | Q3 2013 | Q1 2015 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.50% | 0.56% | 0.59% | Q2 2013 | Q4 2014 | 7 |
Signet Investment Advisory Group, Inc. | 5 | 2 | 0.55% | 0.93% | 1.24% | Q4 2018 | Q1 2021 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.01% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 7 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 5 | 2 | 0.15% | 0.16% | 0.17% | Q2 2013 | Q1 2017 | 7 |
O'Brien Greene & Co. Inc | 5 | 2 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q1 2023 | 7 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.07% | 0.52% | 1.04% | Q4 2019 | Q3 2023 | 7 |
O'Keefe Stevens Advisory, Inc. | 7 | 7 | 2.23% | 2.62% | 2.89% | Q3 2017 | Q1 2019 | 7 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 7 |
Gyon Technologies Capital Management, LP | 4 | 1 | 0.08% | 0.33% | 0.88% | Q1 2020 | Q4 2022 | 7 |
BALASA DINVERNO & FOLTZ LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Willis Investment Counsel | 7 | 7 | 0.28% | 0.60% | 1.14% | Q2 2013 | Q4 2014 | 7 |
STRALEM & CO INC | 7 | 7 | 0.14% | 1.94% | 2.36% | Q1 2018 | Q3 2019 | 7 |
First Heartland Consultants, Inc. | 5 | 2 | 0.01% | 0.05% | 0.11% | Q3 2021 | Q3 2023 | 7 |
ARGENT TRUST Co | 6 | 1 | 0.07% | 0.08% | 0.12% | Q4 2015 | Q1 2018 | 7 |
Moisand Fitzgerald Tamayo, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
WealthTrust Fairport, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Li Winifred I | 7 | 7 | 0.87% | 0.99% | 1.15% | Q2 2013 | Q4 2014 | 7 |
Citizens National Bank Trust Department | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
HighVista Strategies LLC | 5 | 1 | 0.10% | 0.64% | 0.81% | Q3 2014 | Q1 2018 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Versor Investments LP | 2 | 1 | 0.04% | 0.12% | 0.27% | Q4 2017 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
CGN Advisors LLC | 6 | 1 | 0.11% | 0.13% | 0.17% | Q4 2020 | Q4 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q4 2014 | 7 |
BESSEMER SECURITIES LLC | 6 | 1 | 0.96% | 1.13% | 1.40% | Q4 2013 | Q3 2015 | 7 |
DIVIDEND ASSETS CAPITAL, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Addison Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Douglas C. Lane & Associates, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2015 | 7 |
WELCH CAPITAL PARTNERS LLC/NY | 3 | 1 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q4 2021 | 7 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.02% | 0.10% | Q1 2022 | Q2 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
TLP GROUP LLC | 2 | 1 | 0.00% | 0.18% | 0.38% | Q1 2016 | Q3 2018 | 6 |
AIA Group Ltd | 6 | 6 | 0.02% | 0.03% | 0.09% | Q4 2021 | Q1 2023 | 6 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q4 2021 | 6 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 6 | 6 | 0.93% | 1.23% | 1.61% | Q4 2018 | Q1 2020 | 6 |
Trust CO of the Ozarks | 6 | 6 | 0.06% | 0.06% | 0.08% | Q2 2014 | Q3 2015 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.14% | 0.16% | 0.18% | Q2 2013 | Q3 2014 | 6 |
D. SCOTT NEAL, INC. | 5 | 1 | 0.02% | 0.02% | 0.04% | Q4 2015 | Q2 2017 | 6 |
Front Row Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
INVESTMENT PARTNERS, LTD. | 6 | 6 | 0.21% | 0.24% | 0.27% | Q1 2017 | Q2 2018 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q3 2019 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.05% | 0.16% | 0.22% | Q2 2013 | Q3 2014 | 6 |
Verity Asset Management, Inc. | 4 | 1 | 0.13% | 0.35% | 1.10% | Q2 2018 | Q3 2022 | 6 |
MARSHALL WACE ASIA Ltd | 5 | 1 | 0.01% | 1.04% | 2.10% | Q1 2017 | Q2 2021 | 6 |
abrdn Investment Management Ltd | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Czech National Bank | 6 | 6 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q4 2023 | 6 |
Otter Creek Advisors, LLC | 3 | 1 | 0.56% | 1.26% | 3.27% | Q1 2015 | Q4 2017 | 6 |
MONETTA FINANCIAL SERVICES INC | 6 | 6 | 0.26% | 1.01% | 1.42% | Q1 2015 | Q2 2016 | 6 |
SSI INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2019 | 6 |
Santa Fe Partners LLC | 4 | 2 | 0.13% | 0.34% | 0.45% | Q2 2013 | Q2 2015 | 6 |
Bristol Gate Capital Partners Inc. | 6 | 6 | 4.25% | 4.40% | 4.64% | Q4 2017 | Q1 2019 | 6 |
Bayesian Capital Management, LP | 4 | 1 | 0.03% | 0.16% | 0.49% | Q4 2016 | Q2 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.02% | 0.15% | 0.30% | Q3 2016 | Q4 2017 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
HB Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.34% | 0.53% | 0.73% | Q2 2022 | Q3 2023 | 6 |
UBS OCONNOR LLC | 2 | 1 | 0.00% | 0.10% | 0.30% | Q2 2013 | Q1 2018 | 6 |
Delta Accumulation, LLC | 3 | 3 | 0.13% | 0.23% | 0.36% | Q1 2023 | Q3 2023 | 6 |
Ironvine Capital Partners, LLC | 6 | 6 | 1.68% | 2.03% | 2.33% | Q4 2017 | Q1 2019 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2015 | 6 |
Algebris Investments (UK) LLP | 3 | 1 | 0.16% | 0.43% | 0.75% | Q4 2013 | Q1 2017 | 6 |
Sculati Wealth Management, LLC | 6 | 6 | 0.12% | 0.35% | 0.51% | Q3 2021 | Q4 2022 | 6 |
VIKING GLOBAL INVESTORS LP | 6 | 6 | 1.33% | 1.80% | 2.60% | Q3 2014 | Q4 2015 | 6 |
BREITER CAPITAL MANAGEMENT INC | 6 | 6 | 0.27% | 0.31% | 0.41% | Q4 2017 | Q1 2019 | 6 |
Torch Wealth Management LLC | 6 | 6 | 0.85% | 0.93% | 1.00% | Q2 2015 | Q3 2016 | 6 |
Goodwin Investment Advisory | 5 | 1 | 0.19% | 0.30% | 0.37% | Q1 2022 | Q3 2023 | 6 |
Kimelman & Baird, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q1 2015 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5 | 1 | 0.01% | 0.07% | 0.21% | Q3 2021 | Q3 2023 | 6 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 6 | 6 | 1.08% | 2.07% | 2.51% | Q3 2013 | Q4 2014 | 6 |
WCG Wealth Advisors LLC | 4 | 1 | 0.01% | 0.25% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Mosaic Family Wealth, LLC | 4 | 2 | 0.00% | 0.04% | 0.10% | Q4 2015 | Q2 2018 | 6 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 6 | 6 | 1.05% | 1.26% | 1.38% | Q2 2015 | Q3 2016 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 2 | 0.04% | 0.13% | 0.21% | Q2 2015 | Q4 2019 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2019 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Bradley & Co. Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Independent Advisor Alliance | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
CNA FINANCIAL CORP | 6 | 6 | 0.27% | 0.35% | 0.46% | Q2 2013 | Q3 2014 | 6 |
Graham Capital Management, L.P. | 5 | 1 | 0.02% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 6 |
MidWestOne Financial Group, Inc. | 6 | 6 | 0.29% | 0.36% | 0.44% | Q2 2019 | Q3 2020 | 6 |
Kathmere Capital Management, LLC | 4 | 2 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 6 |
Junto Capital Management LP | 3 | 1 | 1.48% | 3.72% | 6.55% | Q4 2015 | Q1 2023 | 6 |
Stack Financial Management, Inc | 6 | 6 | 2.36% | 2.74% | 3.15% | Q4 2020 | Q1 2022 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.15% | 0.24% | Q2 2022 | Q3 2023 | 6 |
NinePointTwo Capital LLC | 5 | 1 | 0.07% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 6 |
Ergoteles LLC | 2 | 1 | 0.03% | 0.29% | 0.71% | Q3 2020 | Q2 2023 | 6 |
FourThought Financial, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 6 |
Epoch Investment Partners, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Cedar Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Weaver Consulting Group | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Measured Wealth Private Client Group, LLC | 6 | 6 | 0.14% | 0.35% | 0.48% | Q2 2018 | Q3 2019 | 6 |
Arbor Wealth Management, LLC | 6 | 6 | 1.87% | 2.09% | 2.37% | Q4 2015 | Q1 2017 | 6 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 6 |
QUANTUM CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.17% | 0.26% | Q1 2017 | Q4 2017 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Bruderman Asset Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2019 | 6 |
I.G. INVESTMENT MANAGEMENT, LTD. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2016 | 6 |
IVORY INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.23% | 2.05% | 3.92% | Q2 2014 | Q3 2015 | 6 |
SUN LIFE FINANCIAL INC | 4 | 2 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q2 2021 | 6 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.04% | 0.18% | Q3 2019 | Q3 2023 | 6 |
MAPLE SECURITIES USA INC | 4 | 1 | 0.02% | 0.18% | 0.44% | Q2 2013 | Q2 2015 | 6 |
ROWLANDMILLER & PARTNERS.ADV | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2022 | 6 |
H2O AM LLP | 3 | 1 | 0.05% | 0.15% | 0.43% | Q4 2018 | Q4 2020 | 6 |
Burt Wealth Advisors | 5 | 1 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q1 2019 | 6 |
Catalyst Capital Advisors LLC | 3 | 1 | 0.01% | 0.18% | 0.49% | Q3 2014 | Q4 2019 | 6 |
Abundance Wealth Counselors | 3 | 1 | 0.06% | 0.06% | 0.08% | Q2 2021 | Q1 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.21% | 0.32% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Northwest Bancshares, Inc. | 4 | 1 | 0.04% | 0.08% | 0.10% | Q4 2017 | Q4 2021 | 6 |
Petrus Trust Company, LTA | 3 | 1 | 0.02% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 6 |
Old North State Trust, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Stevens First Principles Investment Advisors | 5 | 1 | 0.58% | 0.72% | 0.84% | Q2 2013 | Q2 2015 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.06% | 0.16% | 0.42% | Q1 2021 | Q2 2023 | 6 |
AJO, LP | 6 | 6 | 0.05% | 0.65% | 1.20% | Q3 2019 | Q4 2020 | 6 |
State of Wyoming | 6 | 6 | 0.01% | 0.04% | 0.09% | Q1 2021 | Q2 2022 | 6 |
Riggs Asset Managment Co. Inc. | 5 | 1 | 0.00% | 0.18% | 1.08% | Q4 2014 | Q3 2020 | 6 |
MURPHY CAPITAL MANAGEMENT INC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q3 2018 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q4 2019 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q4 2018 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Summit Trail Advisors, LLC | 2 | 1 | 0.01% | 0.31% | 0.76% | Q4 2017 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Day & Ennis, LLC | 3 | 2 | 0.21% | 0.24% | 0.27% | Q4 2015 | Q1 2017 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Cribstone Capital Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2018 | 5 |
Stratos Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 5 |
Quantamental Technologies LLC | 2 | 1 | 0.05% | 0.35% | 0.62% | Q2 2019 | Q3 2023 | 5 |
Florence Capital Advisors, LLC | 5 | 5 | 0.05% | 0.11% | 0.22% | Q4 2016 | Q4 2017 | 5 |
ACG Wealth | 4 | 1 | 0.00% | 0.03% | 0.04% | Q1 2018 | Q2 2022 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.22% | 0.40% | 0.62% | Q4 2016 | Q4 2017 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2021 | 5 |
TURNER INVESTMENTS LLC | 3 | 1 | 0.06% | 0.17% | 0.26% | Q4 2014 | Q2 2016 | 5 |
SG3 Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q4 2021 | 5 |
Aevitas Wealth Management, Inc. | 5 | 5 | 0.02% | 0.05% | 0.07% | Q1 2018 | Q1 2019 | 5 |
FDO Partners, LLC | 2 | 1 | 0.09% | 0.38% | 1.10% | Q1 2016 | Q4 2017 | 5 |
FIRST MIDWEST BANK TRUST DIVISION | 5 | 5 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2015 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q2 2014 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 2.24% | 2.79% | 3.57% | Q4 2015 | Q4 2016 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Pensionfund Sabic | 3 | 2 | 0.00% | 0.39% | 0.52% | Q1 2015 | Q4 2017 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 5 |
Pratt Collard Advisory Partners LLC | 5 | 5 | 1.08% | 1.18% | 1.24% | Q4 2017 | Q4 2018 | 5 |
Kernodle & Katon Asset Management Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 5 |
Tradewinds, LLC. | 3 | 2 | 0.19% | 0.20% | 0.20% | Q2 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.03% | 0.09% | Q4 2021 | Q4 2022 | 5 |
WestEnd Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 5 |
Ascent Group, LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 5 |
SBK Financial, Inc. | 5 | 5 | 0.28% | 0.34% | 0.43% | Q4 2021 | Q4 2022 | 5 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 5 |
JEPPSON WEALTH MANAGEMENT, LLC | 4 | 1 | 0.08% | 0.12% | 0.17% | Q3 2020 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.04% | 0.07% | Q1 2015 | Q1 2016 | 5 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5 | 5 | 3.30% | 3.80% | 4.07% | Q4 2017 | Q4 2018 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.05% | 0.08% | Q2 2015 | Q2 2016 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
MILLIE CAPITAL MANAGEMENT, LLC | 5 | 5 | 2.75% | 2.87% | 2.98% | Q4 2016 | Q4 2017 | 5 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 5 | 5 | 0.60% | 0.63% | 0.66% | Q3 2015 | Q3 2016 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.06% | 0.11% | 0.15% | Q3 2020 | Q3 2021 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.22% | 0.24% | 0.26% | Q2 2015 | Q2 2016 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.03% | 0.12% | 0.35% | Q3 2020 | Q2 2023 | 5 |
American Trust | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.12% | Q4 2018 | Q4 2019 | 5 |
Ohio National Investments, Inc. | 4 | 1 | 0.16% | 0.18% | 0.19% | Q3 2014 | Q1 2016 | 5 |
Hutchin Hill Capital, LP | 2 | 1 | 0.04% | 0.09% | 0.14% | Q1 2015 | Q4 2017 | 5 |
VisionPoint Advisory Group, LLC | 4 | 1 | 0.01% | 0.20% | 0.32% | Q2 2019 | Q3 2023 | 5 |
JUPITER ASSET MANAGEMENT LTD | 3 | 2 | 0.11% | 0.34% | 0.68% | Q3 2014 | Q1 2021 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.04% | 0.06% | 0.09% | Q3 2017 | Q3 2020 | 5 |
SUSQUEHANNA TRUST & INVESTMENT CO | 5 | 5 | 1.33% | 1.42% | 1.56% | Q2 2013 | Q2 2014 | 5 |
BRYN MAWR CAPITAL MANAGEMENT INC | 4 | 1 | 0.07% | 0.18% | 0.29% | Q2 2013 | Q3 2015 | 5 |
Edge Capital Group, LLC | 5 | 5 | 0.07% | 0.09% | 0.10% | Q4 2018 | Q4 2019 | 5 |
Biondo Investment Advisors, LLC | 3 | 1 | 0.04% | 0.08% | 0.22% | Q4 2015 | Q4 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q3 2022 | 5 |
Quotient Investors, LLC | 5 | 5 | 0.11% | 0.13% | 0.14% | Q2 2013 | Q2 2014 | 5 |
Strategic Blueprint, LLC | 5 | 5 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q2 2022 | 5 |
Qtron Investments LLC | 3 | 2 | 0.04% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 5 |
Alpine Global Management, LLC | 3 | 1 | 0.04% | 0.10% | 0.20% | Q4 2014 | Q2 2020 | 5 |
Golden State Wealth Management, LLC | 3 | 2 | 0.00% | 0.05% | 0.08% | Q1 2019 | Q2 2020 | 5 |
CenterBook Partners LP | 3 | 2 | 0.08% | 0.19% | 0.31% | Q1 2022 | Q3 2023 | 5 |
COHEN & STEERS, INC. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 5 |
Welch Group, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 5 |
U S GLOBAL INVESTORS INC | 3 | 2 | 0.07% | 0.14% | 0.24% | Q4 2014 | Q2 2018 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Cardinal Capital Management | 5 | 5 | 1.14% | 1.17% | 1.22% | Q3 2022 | Q3 2023 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q4 2019 | 5 |
TCF National Bank | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q1 2021 | 5 |
MMA ASSET MANAGEMENT LLC | 4 | 1 | 0.39% | 0.47% | 0.56% | Q4 2021 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q4 2023 | 5 |
VERTEX ONE ASSET MANAGEMENT INC. | 5 | 5 | 0.19% | 0.26% | 0.34% | Q3 2013 | Q3 2014 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.04% | 0.06% | 0.06% | Q2 2022 | Q2 2023 | 5 |
AXS Investments LLC | 5 | 5 | 0.33% | 0.35% | 0.40% | Q2 2022 | Q2 2023 | 5 |
CYPRESS ASSET MANAGEMENT INC/TX | 5 | 5 | 0.42% | 0.59% | 0.74% | Q3 2017 | Q3 2018 | 5 |
Connectus Wealth, LLC | 4 | 1 | 0.01% | 0.12% | 0.46% | Q2 2022 | Q3 2023 | 5 |
Salzman Financial Management | 5 | 5 | 7.53% | 9.24% | 13.34% | Q2 2014 | Q2 2015 | 5 |
Cerebellum GP, LLC | 3 | 1 | 0.25% | 0.28% | 0.30% | Q1 2018 | Q3 2020 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Circle Wealth Management, LLC | 5 | 5 | 0.11% | 0.28% | 0.39% | Q1 2019 | Q1 2020 | 5 |
CAAS CAPITAL MANAGEMENT LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.17% | 0.40% | 1.08% | Q4 2013 | Q4 2014 | 5 |
Cranbrook Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Aquatic Capital Management LLC | 3 | 1 | 0.02% | 0.09% | 0.26% | Q1 2022 | Q3 2023 | 5 |
Spotlight Asset Group, Inc. | 2 | 1 | 0.01% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 5 |
JENNISON ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 5 |
JACKSON SQUARE CAPITAL, LLC | 4 | 1 | 0.04% | 0.11% | 0.16% | Q4 2019 | Q1 2022 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Sippican Capital Advisors | 4 | 1 | 0.20% | 0.23% | 0.25% | Q3 2016 | Q4 2017 | 5 |
Copperwynd Financial, LLC | 4 | 1 | 0.14% | 0.31% | 0.90% | Q4 2017 | Q1 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Jupiter Investment Management Ltd | 3 | 1 | 0.02% | 0.39% | 1.15% | Q2 2013 | Q2 2020 | 5 |
Enlightenment Research, LLC | 3 | 2 | 0.09% | 0.46% | 0.84% | Q4 2018 | Q1 2022 | 5 |
PFG Advisors | 5 | 5 | 0.13% | 0.15% | 0.19% | Q4 2018 | Q4 2019 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.31% | 1.39% | 1.79% | Q4 2016 | Q4 2017 | 5 |
Hilton Capital Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 5 |
United Asset Strategies, Inc. | 3 | 2 | 0.09% | 0.16% | 0.36% | Q4 2013 | Q1 2015 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 5 | 5 | 1.23% | 1.42% | 1.66% | Q2 2013 | Q2 2014 | 5 |
Empowered Funds, LLC | 4 | 4 | 0.01% | 0.04% | 0.11% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
AGF Investments LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q2 2020 | Q1 2021 | 4 |
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV | 4 | 4 | 0.27% | 0.27% | 0.28% | Q2 2013 | Q1 2014 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
St. James Investment Advisors, LLC | 4 | 4 | 0.01% | 0.47% | 0.65% | Q1 2022 | Q4 2022 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
KEELEY ASSET MANAGEMENT CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q3 2022 | Q2 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
CM WEALTH ADVISORS LLC | 2 | 1 | 0.04% | 0.15% | 0.36% | Q2 2022 | Q3 2023 | 4 |
Avalon Investment & Advisory | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2021 | 4 |
Geller Advisors LLC | 2 | 2 | 0.04% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 4 |
Integrated Advisors Network LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 4 |
WIN ADVISORS, INC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q4 2022 | 4 |
OTTER CREEK MANAGEMENT INC | 4 | 4 | 1.10% | 1.56% | 1.87% | Q4 2014 | Q3 2015 | 4 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q1 2015 | 4 |
Zions Trust, National Association | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q4 2014 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q2 2021 | 4 |
Fairhaven Wealth Management, LLC | 4 | 4 | 0.22% | 0.24% | 0.27% | Q4 2018 | Q3 2019 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.23% | 0.29% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q1 2014 | 4 |
Sanibel Captiva Investment Advisers, Inc. | 4 | 4 | 0.24% | 0.30% | 0.37% | Q1 2013 | Q4 2013 | 4 |
BECKER CAPITAL MANAGEMENT INC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 4 |
RELIANCE TRUST CO | 4 | 4 | 0.17% | 0.22% | 0.25% | Q2 2013 | Q1 2014 | 4 |
KING INVESTMENT ADVISORS INC/TX | 4 | 4 | 0.24% | 0.27% | 0.30% | Q2 2014 | Q1 2015 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 4 |
Shay Capital LLC | 2 | 1 | 0.05% | 0.41% | 1.11% | Q2 2021 | Q1 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q4 2020 | 4 |
Highmount Capital, LLC | 4 | 4 | 0.20% | 0.27% | 0.31% | Q2 2013 | Q1 2014 | 4 |
CURIAN CAPITAL LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2015 | Q4 2015 | 4 |
MILES CAPITAL, INC. | 4 | 4 | 0.20% | 0.32% | 0.38% | Q3 2015 | Q2 2016 | 4 |
CapWealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
AustralianSuper Pty Ltd | 4 | 4 | 1.52% | 2.00% | 2.36% | Q2 2018 | Q1 2019 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 4 | 4 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q4 2021 | 4 |
JB Capital LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q3 2021 | Q2 2022 | 4 |
AM Squared Ltd | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.19% | 0.21% | 0.22% | Q4 2014 | Q3 2015 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.14% | 0.56% | 1.19% | Q1 2014 | Q1 2020 | 4 |
REYNOLDS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.14% | 0.21% | 0.35% | Q1 2014 | Q2 2015 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 1 | 0.25% | 0.39% | 0.68% | Q1 2019 | Q1 2023 | 4 |
Diametric Capital, LP | 2 | 2 | 0.31% | 1.27% | 2.18% | Q4 2017 | Q2 2021 | 4 |
Mechanics Bank Trust Department | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q1 2014 | 4 |
WEXFORD CAPITAL LP | 3 | 1 | 0.03% | 0.18% | 0.64% | Q2 2013 | Q1 2020 | 4 |
Timber Hill LLC | 2 | 1 | 0.02% | 0.17% | 0.38% | Q1 2015 | Q1 2018 | 4 |
STABLEFORD CAPITAL II LLC | 4 | 4 | 0.39% | 0.80% | 0.97% | Q3 2020 | Q2 2021 | 4 |
Channing Capital Management, LLC | 4 | 4 | 0.32% | 0.33% | 0.36% | Q1 2021 | Q4 2021 | 4 |
SENTINEL ASSET MANAGEMENT, INC. | 4 | 4 | 0.20% | 0.41% | 0.50% | Q2 2013 | Q1 2014 | 4 |
North Reef Capital Management LP | 4 | 4 | 0.85% | 3.30% | 5.49% | Q4 2022 | Q3 2023 | 4 |
Cinctive Capital Management LP | 4 | 4 | 0.25% | 0.35% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Redwood Investment Management, LLC | 4 | 4 | 0.17% | 0.66% | 0.93% | Q3 2021 | Q2 2022 | 4 |
Executive Wealth Management, LLC | 3 | 1 | 0.00% | 0.08% | 0.34% | Q4 2018 | Q1 2022 | 4 |
GRANDFIELD & DODD, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2014 | 4 |
MERITAGE PORTFOLIO MANAGEMENT | 4 | 4 | 0.16% | 0.29% | 0.35% | Q2 2022 | Q1 2023 | 4 |
ADE, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Mezzasalma Advisors, LLC | 4 | 4 | 0.14% | 0.14% | 0.15% | Q2 2021 | Q1 2022 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Regency Capital Management Inc.\DE | 3 | 1 | 0.01% | 1.06% | 1.48% | Q1 2021 | Q2 2022 | 4 |
Wilmington Trust Investment Management, LLC | 4 | 4 | 0.06% | 0.11% | 0.14% | Q2 2013 | Q1 2014 | 4 |
GAM SYSTEMATIC LLP | 2 | 1 | 0.05% | 0.08% | 0.10% | Q3 2015 | Q3 2017 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Tradition Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
FNY Managed Accounts LLC | 3 | 1 | 0.00% | 0.16% | 0.29% | Q4 2014 | Q3 2016 | 4 |
SITTNER & NELSON, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Wolf Group Capital Advisors | 4 | 4 | 0.69% | 0.75% | 0.81% | Q4 2022 | Q3 2023 | 4 |
PDT Partners, LLC | 3 | 1 | 0.04% | 0.21% | 0.61% | Q2 2013 | Q2 2015 | 4 |
Aurora Investment Counsel | 4 | 4 | 0.49% | 0.51% | 0.52% | Q3 2020 | Q2 2021 | 4 |
EMERALD ADVISERS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.05% | 0.12% | 0.18% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Baldwin Investment Management, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q1 2019 | 4 |
TAM Capital Management Inc. | 4 | 4 | 17.36% | 31.89% | 42.68% | Q4 2022 | Q3 2023 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Pinkerton Retirement Specialists, LLC | 3 | 1 | 0.11% | 0.44% | 0.58% | Q4 2016 | Q3 2023 | 4 |
Azora Capital LP | 1 | 1 | 2.53% | 3.69% | 6.73% | Q4 2019 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.80% | 0.84% | 0.88% | Q4 2022 | Q3 2023 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q4 2022 | 4 |
West Family Investments, Inc. | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q1 2022 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
F&C Asset Management plc | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 0.54% | 0.58% | 0.67% | Q2 2021 | Q1 2022 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q3 2018 | 4 |
BW Gestao de Investimentos Ltda. | 4 | 4 | 0.14% | 0.18% | 0.22% | Q4 2013 | Q3 2014 | 4 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 4 | 4 | 1.04% | 1.27% | 1.75% | Q2 2013 | Q1 2014 | 4 |
CHURCHILL MANAGEMENT Corp | 3 | 1 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q4 2015 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.96% | 1.43% | 1.80% | Q4 2022 | Q3 2023 | 4 |
Filbrandt Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 4 |
Altshuler Shaham Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 4 |
Acrospire Investment Management LLC | 2 | 2 | 0.01% | 0.05% | 0.08% | Q1 2016 | Q2 2017 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.17% | 0.23% | Q3 2021 | Q4 2022 | 4 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q2 2018 | Q1 2019 | 4 |
J.W. COLE ADVISORS, INC. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.06% | 0.12% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
EP Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.21% | 0.29% | Q1 2018 | Q4 2018 | 4 |
Sterling Capital Management LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q1 2013 | Q4 2016 | 4 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.08% | 0.10% | 0.11% | Q4 2015 | Q3 2018 | 4 |
Latitude Advisors, LLC | 3 | 1 | 0.10% | 0.18% | 0.36% | Q4 2020 | Q1 2022 | 4 |
Global Financial Private Capital, Inc | 2 | 1 | 0.01% | 0.06% | 0.13% | Q2 2018 | Q2 2020 | 4 |
Avenir Corp | 4 | 4 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Stanford Investment Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Roof Eidam Maycock Peralta, LLC | 4 | 4 | 0.35% | 0.38% | 0.41% | Q4 2017 | Q3 2018 | 4 |
Capstone Financial Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
NORTHPOINTE CAPITAL LLC | 2 | 2 | 0.33% | 0.42% | 0.52% | Q1 2016 | Q1 2017 | 4 |
LYELL WEALTH MANAGEMENT, LP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 4 |
180 WEALTH ADVISORS, LLC | 4 | 4 | 0.16% | 0.18% | 0.18% | Q2 2018 | Q1 2019 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Sunflower Bank, N.A. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q4 2017 | 4 |
Northeast Financial Consultants Inc | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2022 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 1 | 0.26% | 0.43% | 0.65% | Q2 2020 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Penn Mutual Asset Management, LLC | 4 | 4 | 0.20% | 0.28% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Miracle Mile Advisors, LLC | 3 | 1 | 0.14% | 0.16% | 0.17% | Q1 2018 | Q2 2020 | 4 |
Capital World Investors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Howard Capital Management Inc. | 4 | 4 | 0.99% | 1.39% | 2.15% | Q4 2017 | Q3 2018 | 4 |
Glenview Capital Management | 4 | 4 | 0.10% | 0.37% | 0.58% | Q2 2015 | Q1 2016 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DAVIDSON INVESTMENT ADVISORS | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 4 |
Tibra Equities Europe Ltd | 3 | 1 | 0.10% | 0.50% | 1.30% | Q3 2018 | Q3 2019 | 4 |
Axiom Financial Strategies, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q4 2021 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.13% | 0.16% | 0.21% | Q4 2018 | Q3 2019 | 4 |
JACKSON PARK CAPITAL, LLC | 4 | 4 | 2.38% | 2.83% | 3.71% | Q1 2016 | Q4 2016 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Boston Common Asset Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q1 2019 | 4 |
WELD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.06% | 0.28% | 0.61% | Q3 2019 | Q1 2021 | 4 |
Chicago Capital, LLC | 4 | 4 | 0.99% | 1.28% | 1.45% | Q2 2018 | Q1 2019 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.17% | 0.19% | 0.24% | Q4 2022 | Q3 2023 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.02% | 0.16% | 0.56% | Q4 2019 | Q2 2023 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.04% | 0.15% | Q4 2014 | Q1 2022 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FORA Capital, LLC | 2 | 1 | 0.10% | 0.18% | 0.24% | Q4 2019 | Q1 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Banyan Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2014 | 4 |
Sunnymeath Asset Management, Inc. | 4 | 4 | 0.87% | 1.48% | 2.12% | Q1 2016 | Q4 2016 | 4 |
Sanford Advisory Services, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.46% | 0.49% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Pergamon Offshore Advisors, L.P. | 4 | 4 | 0.78% | 0.96% | 1.15% | Q4 2014 | Q3 2015 | 4 |
Lighthouse Investment Partners, LLC | 4 | 4 | 0.04% | 0.25% | 0.64% | Q4 2022 | Q3 2023 | 4 |
EPACRIA CAPITAL PARTNERS, LLC | 4 | 4 | 1.70% | 1.88% | 2.05% | Q4 2022 | Q3 2023 | 4 |
Empire Life Investments Inc. | 3 | 3 | 0.33% | 0.44% | 0.55% | Q3 2020 | Q1 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q4 2018 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 1 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
MASTRAPASQUA ASSET MANAGEMENT INC | 3 | 3 | 1.09% | 1.16% | 1.20% | Q2 2015 | Q4 2015 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 3 | 0.52% | 0.54% | 0.55% | Q2 2018 | Q4 2018 | 3 |
Spartan Planning & Wealth Management | 1 | 1 | 0.00% | 0.05% | 0.14% | Q1 2022 | Q3 2023 | 3 |
ADVISORY RESEARCH INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
SIMON QUICK ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2013 | 3 |
CARILLON TOWER ADVISERS, INC. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 3 |
Kepos Capital LP | 2 | 1 | 0.10% | 0.20% | 0.32% | Q4 2017 | Q3 2019 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 2 | 1 | 0.10% | 0.10% | 0.11% | Q2 2014 | Q1 2015 | 3 |
GANTZERT INVESTMENT CO LLC /ADV | 3 | 3 | 1.88% | 2.16% | 2.33% | Q4 2018 | Q2 2019 | 3 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 3 | 3 | 0.72% | 0.76% | 0.80% | Q2 2013 | Q4 2013 | 3 |
New Jersey Better Educational Savings Trust | 2 | 1 | 0.23% | 0.41% | 0.58% | Q4 2016 | Q1 2018 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 3 |
Wedmont Private Capital | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q1 2023 | 3 |
Full Sail Capital, LLC | 3 | 3 | 0.06% | 0.15% | 0.30% | Q4 2018 | Q2 2019 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 3 |
SpiderRock Advisors, LLC | 2 | 2 | 0.01% | 0.05% | 0.11% | Q1 2017 | Q2 2017 | 3 |
Tevis Investment Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
NorthRock Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
ADVANCE CAPITAL I INC | 3 | 3 | 0.30% | 0.35% | 0.41% | Q2 2013 | Q4 2013 | 3 |
FORVIS Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 3 |
Artemis Investment Management LLP | 2 | 1 | 0.29% | 0.41% | 0.53% | Q3 2014 | Q3 2015 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Graphene Investments SAS | 3 | 3 | 1.98% | 2.08% | 2.15% | Q1 2023 | Q3 2023 | 3 |
Litman Gregory Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.01% | 0.06% | 0.08% | Q3 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q1 2019 | 3 |
Progressive Investment Management Corp | 3 | 3 | 0.20% | 1.45% | 2.11% | Q3 2014 | Q1 2015 | 3 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 3 | 3 | 5.42% | 6.82% | 8.52% | Q4 2020 | Q2 2021 | 3 |
Cypress Capital Management LLC (WY) | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
KOKUSAI Asset Management Co., Ltd. | 3 | 3 | 1.90% | 2.06% | 2.23% | Q3 2011 | Q1 2012 | 3 |
FRONTIER INVESTMENT MGMT CO | 3 | 3 | 0.22% | 0.24% | 0.28% | Q4 2017 | Q2 2018 | 3 |
AVALON CAPITAL MANAGEMENT | 3 | 3 | 0.77% | 0.78% | 0.80% | Q2 2017 | Q4 2017 | 3 |
JAMES INVESTMENT RESEARCH INC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q3 2017 | Q2 2018 | 3 |
SIMMONS FIRST TRUST CO NA | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2015 | Q4 2015 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.44% | 0.69% | 0.84% | Q1 2023 | Q3 2023 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Tacita Capital Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Rosenbaum Jay D. | 2 | 1 | 0.56% | 0.58% | 0.60% | Q3 2017 | Q2 2018 | 3 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.10% | 0.12% | 0.14% | Q2 2015 | Q1 2019 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.01% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
WBH ADVISORY INC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2018 | Q1 2019 | 3 |
Marshall Financial Group LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q4 2021 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q4 2016 | 3 |
Intersect Capital LLC | 2 | 1 | 0.00% | 0.06% | 0.16% | Q4 2014 | Q2 2022 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q1 2017 | 3 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.00% | 0.09% | 0.18% | Q1 2020 | Q2 2021 | 3 |
First Allied Asset Management, Inc. | 3 | 3 | 0.66% | 0.80% | 0.93% | Q2 2013 | Q4 2013 | 3 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q2 2022 | 3 |
PHILADELPHIA TRUST CO | 2 | 1 | 0.10% | 0.22% | 0.30% | Q3 2018 | Q4 2019 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q2 2018 | 3 |
VESTOR CAPITAL, LLC | 2 | 1 | 0.01% | 0.49% | 1.35% | Q3 2013 | Q2 2022 | 3 |
Salient Capital Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q1 2016 | 3 |
GLG INC. | 3 | 3 | 0.07% | 0.08% | 0.11% | Q2 2013 | Q4 2013 | 3 |
Crestwood Advisors Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Invictus RG Pte. Ltd. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Advisor OS, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.06% | 0.09% | 0.10% | Q4 2018 | Q2 2019 | 3 |
rhino investment partners, Inc | 3 | 3 | 7.02% | 7.36% | 7.83% | Q2 2021 | Q4 2021 | 3 |
Leucadia National | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 3 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 3 | 3 | 0.25% | 0.30% | 0.38% | Q3 2020 | Q1 2021 | 3 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.58% | 1.05% | 1.98% | Q2 2015 | Q3 2019 | 3 |
Abbrea Capital, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 3 |
Fusion Investment Group, LLC | 2 | 1 | 0.05% | 0.14% | 0.25% | Q4 2013 | Q3 2015 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.45% | 0.62% | 0.83% | Q3 2015 | Q1 2016 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
VETAMER CAPITAL MANAGEMENT, L.P. | 3 | 3 | 0.70% | 1.83% | 2.82% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.12% | 0.15% | 0.21% | Q1 2022 | Q3 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Iowa State Bank | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2019 | Q1 2020 | 3 |
Phocas Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 3 |
XTX Topco Ltd | 1 | 1 | 0.07% | 0.23% | 0.37% | Q3 2021 | Q3 2023 | 3 |
Van Leeuwen & Company, LLC | 3 | 3 | 1.77% | 1.79% | 1.81% | Q3 2018 | Q1 2019 | 3 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Interchange Capital Partners, LLC | 2 | 1 | 0.04% | 0.14% | 0.24% | Q4 2020 | Q1 2023 | 3 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.40% | 1.18% | Q4 2015 | Q4 2022 | 3 |
Quilter Plc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 3 |
Alliance Wealth Advisors, LLC | 3 | 3 | 0.47% | 0.48% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Center for Financial Planning, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Reliant Investment Management, LLC | 3 | 3 | 2.38% | 2.41% | 2.43% | Q4 2013 | Q2 2014 | 3 |
Jackson, Grant Investment Advisers, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 3 |
PRIMECAP MANAGEMENT CO/CA/ | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SCHOLTZ & COMPANY, LLC | 3 | 3 | 0.21% | 0.26% | 0.29% | Q1 2014 | Q3 2014 | 3 |
Aquila Investment Management LLC | 3 | 3 | 0.52% | 0.72% | 0.90% | Q1 2023 | Q3 2023 | 3 |
Sessa Capital IM, L.P. | 3 | 3 | 0.56% | 1.80% | 2.82% | Q1 2020 | Q3 2020 | 3 |
Angeles Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
TFC Financial Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Hexavest Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
SUFFOLK CAPITAL MANAGEMENT LLC | 3 | 3 | 1.47% | 1.60% | 1.76% | Q2 2016 | Q4 2016 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.05% | 0.14% | Q2 2020 | Q3 2023 | 3 |
Summit Global Investments | 3 | 3 | 0.02% | 0.50% | 0.81% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q2 2020 | 3 |
WealthShield Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q4 2021 | 3 |
MANA Advisors LLC | 2 | 1 | 0.11% | 0.38% | 0.54% | Q4 2017 | Q2 2019 | 3 |
Rede Wealth, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q4 2021 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.46% | 0.95% | 1.83% | Q4 2016 | Q1 2023 | 3 |
Hillsdale Investment Management Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Leverage Partners Absolute Return Fund SPC | 2 | 1 | 0.69% | 1.09% | 1.74% | Q4 2020 | Q4 2022 | 3 |
Windsor Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 3 |
Benson Investment Management Company, Inc. | 2 | 1 | 1.99% | 2.09% | 2.27% | Q4 2016 | Q4 2022 | 3 |
Capstone Financial Group, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 3 |
DELTA PARTNERS LP | 3 | 3 | 4.29% | 6.45% | 9.40% | Q2 2017 | Q4 2017 | 3 |
DE BURLO GROUP INC | 2 | 1 | 0.00% | 1.34% | 2.49% | Q4 2016 | Q1 2022 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q2 2017 | 3 |
tru Independence LLC | 3 | 3 | 0.01% | 0.22% | 0.64% | Q4 2019 | Q2 2020 | 3 |
ORSER CAPITAL MANAGEMENT, LLC | 3 | 3 | 1.40% | 1.44% | 1.54% | Q4 2017 | Q2 2018 | 3 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.06% | 0.15% | Q3 2015 | Q4 2018 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q2 2014 | 3 |
Locust Wood Capital Advisers | 3 | 3 | 0.75% | 2.94% | 4.24% | Q4 2014 | Q2 2015 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
NWAM LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Greenlight Capital | 3 | 3 | 0.17% | 1.62% | 2.60% | Q1 2015 | Q3 2015 | 3 |
Truadvice, LLC | 3 | 3 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q2 2021 | 3 |
PITTENGER & ANDERSON INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2022 | 3 |
Farmhouse Investment Management LLC | 3 | 3 | 0.24% | 0.25% | 0.26% | Q1 2017 | Q3 2017 | 3 |
FIDUCIARY SERVICES CORP/GA | 3 | 3 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q1 2015 | 3 |
1900 WEALTH MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
ATALANTA SOSNOFF CAPITAL, LLC | 3 | 3 | 1.17% | 1.18% | 1.20% | Q1 2023 | Q3 2023 | 3 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 3 | 3 | 0.08% | 0.08% | 0.09% | Q3 2014 | Q1 2015 | 3 |
Regal Wealth Group, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2021 | 3 |
McAdam, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
RB Capital Management, LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q4 2020 | 3 |
Blueprint Investment Partners LLC | 2 | 1 | 0.05% | 0.10% | 0.15% | Q3 2021 | Q1 2023 | 3 |
PRIVATE CAPITAL MANAGEMENT INC | 3 | 3 | 0.44% | 0.51% | 0.59% | Q1 2017 | Q3 2017 | 3 |
Stux Capital Management, LLC | 3 | 3 | 0.73% | 0.74% | 0.74% | Q4 2013 | Q2 2014 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.11% | 0.15% | 0.24% | Q1 2015 | Q3 2015 | 3 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 1.10% | 1.32% | 1.53% | Q2 2013 | Q3 2013 | 2 |
Keystone Financial Planning, Inc. | 2 | 2 | 0.23% | 0.34% | 0.46% | Q2 2019 | Q3 2019 | 2 |
PEOPLES BANK /OH | 2 | 2 | 0.20% | 0.21% | 0.21% | Q1 2016 | Q2 2016 | 2 |
Seven Bridges Advisors LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q4 2015 | Q1 2016 | 2 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 2 |
Delpha Capital Management, LLC | 2 | 2 | 0.18% | 0.36% | 0.55% | Q4 2017 | Q1 2018 | 2 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.36% | 0.47% | 0.57% | Q4 2014 | Q2 2015 | 2 |
MYDA Advisors LLC | 1 | 1 | 0.55% | 0.71% | 0.86% | Q1 2022 | Q1 2023 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2019 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Stone Ridge Asset Management LLC | 2 | 2 | 0.56% | 0.59% | 0.61% | Q4 2014 | Q1 2015 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Strategic Global Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q3 2016 | 2 |
Capstone Investment Advisors (Netherlands), B.V. | 1 | 1 | 0.25% | 0.39% | 0.54% | Q4 2016 | Q2 2017 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q1 2023 | 2 |
Veritas Investment Management (UK) Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Hosking Partners LLP | 2 | 2 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q4 2015 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
Segment Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 2 |
PT ASSET MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2014 | Q4 2014 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.14% | 0.32% | 0.51% | Q4 2016 | Q1 2017 | 2 |
Econ Financial Services Corp | 1 | 1 | 0.00% | 0.69% | 1.37% | Q4 2021 | Q3 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.04% | 0.09% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Gary Goldberg Planning Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
UNIVEST FINANCIAL Corp | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2019 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
PHYSICIANS FINANCIAL SERVICES, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Oliver Luxxe Assets LLC | 1 | 1 | 0.03% | 0.76% | 1.48% | Q4 2019 | Q4 2021 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q4 2019 | 2 |
BROOKTREE CAPITAL MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 2 |
Bach Option Ltd | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2015 | Q4 2015 | 2 |
Douglas Lane & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 2 |
DC Investments Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2019 | Q3 2019 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q2 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2016 | Q3 2016 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 2 |
Regent Investment Management LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2020 | Q3 2020 | 2 |
Pinz Capital Management, LP | 1 | 1 | 0.18% | 0.32% | 0.46% | Q4 2020 | Q4 2021 | 2 |
Legacy Bridge, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Nebula Capital Management, LP | 2 | 2 | 2.03% | 2.06% | 2.09% | Q1 2015 | Q2 2015 | 2 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.07% | 0.09% | 0.10% | Q1 2019 | Q4 2019 | 2 |
Fusion Family Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.39% | 0.41% | 0.44% | Q4 2017 | Q1 2018 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.21% | 0.43% | Q2 2017 | Q4 2021 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q2 2023 | 2 |
Algebris (UK) Ltd | 1 | 1 | 1.18% | 2.46% | 3.73% | Q4 2020 | Q3 2023 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.51% | 0.54% | 0.58% | Q1 2017 | Q2 2017 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Spectrum Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Institute for Wealth Management, LLC. | 2 | 2 | 0.04% | 0.08% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.48% | 0.51% | 0.53% | Q4 2019 | Q3 2020 | 2 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.19% | 0.37% | Q2 2015 | Q4 2016 | 2 |
Neuberger Berman Canada ULC | 2 | 2 | 0.55% | 0.62% | 0.69% | Q4 2015 | Q1 2016 | 2 |
Bristol County Savings Bank | 2 | 2 | 1.76% | 1.79% | 1.82% | Q3 2017 | Q4 2017 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
Kessler Investment Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Fairpointe Capital LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2017 | 2 |
AFFINITY INVESTMENT ADVISORS, LLC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Holistic Financial Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Mizuho Securities Co. Ltd. | 2 | 2 | 0.08% | 0.11% | 0.15% | Q2 2019 | Q3 2019 | 2 |
Starboard Value LP | 1 | 1 | 0.04% | 0.33% | 0.63% | Q1 2015 | Q3 2015 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 0.81% | 0.85% | 0.89% | Q4 2017 | Q1 2018 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q1 2020 | 2 |
SWS Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 2 |
West Branch Capital LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Atom Investors LP | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q1 2021 | 2 |
FCG ADVISORS, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2018 | Q3 2018 | 2 |
Unigestion Holding SA | 2 | 2 | 0.07% | 0.09% | 0.12% | Q1 2020 | Q2 2020 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Oak Thistle LLC | 1 | 1 | 0.16% | 0.27% | 0.39% | Q1 2022 | Q3 2023 | 2 |
Virginia National Bank | 2 | 2 | 0.45% | 0.46% | 0.46% | Q1 2022 | Q2 2022 | 2 |
Voleon Capital Management LP | 2 | 2 | 0.57% | 0.75% | 0.92% | Q2 2019 | Q3 2019 | 2 |
MQS Management LLC | 1 | 1 | 0.27% | 0.34% | 0.41% | Q1 2022 | Q3 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
361 CAPITAL LLC | 1 | 1 | 0.42% | 1.00% | 1.59% | Q4 2016 | Q2 2020 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q1 2019 | 2 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2014 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.32% | 0.52% | 0.71% | Q4 2021 | Q1 2022 | 2 |
Bremer Bank National Association | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q4 2021 | 2 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Indices-Pac Research Corp. | 1 | 1 | 0.14% | 0.23% | 0.32% | Q2 2013 | Q4 2013 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 2 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
Sierra Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Wealth Alliance | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2020 | Q3 2020 | 2 |
Full18 Capital LLC | 1 | 1 | 1.79% | 2.63% | 3.47% | Q2 2021 | Q4 2021 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 2 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.13% | 0.14% | 0.15% | Q4 2019 | Q2 2021 | 2 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.04% | 1.20% | 2.36% | Q4 2019 | Q4 2021 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Meritage Group LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ruffer LLP | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2013 | Q3 2013 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
DECADE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.21% | 0.35% | Q2 2013 | Q3 2013 | 2 |
Peachtree Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
TT International Asset Management LTD | 2 | 2 | 0.26% | 0.39% | 0.51% | Q1 2020 | Q2 2020 | 2 |
Davis Capital Management | 2 | 2 | 1.22% | 1.29% | 1.35% | Q1 2020 | Q2 2020 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 2 |
Jackson Creek Investment Advisors LLC | 1 | 1 | 0.21% | 0.28% | 0.34% | Q3 2020 | Q1 2023 | 2 |
BRIDGES INVESTMENT MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.12% | 0.40% | 0.69% | Q1 2020 | Q1 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Kaizen Financial Strategies | 2 | 2 | 0.16% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
COUNTRY FUND MANAGEMENT | 2 | 2 | 1.00% | 1.03% | 1.06% | Q2 2013 | Q3 2013 | 2 |
Fractal Investments LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
WAYCROSS PARTNERS, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q4 2016 | Q1 2017 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
TradeLink Global Equity LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q4 2014 | 2 |
Kowal Investment Group, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.17% | 0.18% | Q4 2020 | Q4 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Tradeworx Inc. | 1 | 1 | 0.28% | 0.32% | 0.35% | Q3 2013 | Q3 2014 | 2 |
Exos TFP Holdings LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 2 |
Fifth Third Wealth Advisors LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q4 2023 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.17% | 0.27% | 0.38% | Q2 2022 | Q3 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GREENUP STREET WEALTH MANAGEMENT LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Chemistry Wealth Management LLC | 2 | 2 | 0.07% | 0.12% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Corton Capital Inc. | 2 | 2 | 0.19% | 0.29% | 0.40% | Q2 2022 | Q3 2022 | 2 |
Spinnaker Investment Group, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q1 2022 | 2 |
SIENA CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Hofer & Associates. Inc | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 2 |
SYSTM Wealth Solutions LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.12% | 0.26% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Sonoma Private Wealth LLC | 2 | 2 | 0.88% | 0.92% | 0.96% | Q4 2022 | Q1 2023 | 2 |
CIC Wealth, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Sebold Capital Management, Inc. | 2 | 2 | 0.16% | 0.17% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Buck Wealth Strategies, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.02% | 0.07% | 0.12% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.50% | 0.52% | 0.55% | Q3 2023 | Q4 2023 | 2 |
Exchange Bank | 2 | 2 | 0.35% | 0.36% | 0.37% | Q2 2023 | Q3 2023 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2020 | 2 |
Cullen Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Hirtle Callaghan & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 2 |
Weiss Asset Management LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
SAROFIM FAYEZ | 1 | 1 | 1.02% | 1.05% | 1.09% | Q4 2012 | Q3 2013 | 2 |
EJF Capital LLC | 1 | 1 | 0.28% | 0.67% | 1.06% | Q1 2014 | Q1 2015 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2017 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
BRC Investment Management LLC | 1 | 1 | 1.56% | 2.00% | 2.44% | Q3 2015 | Q2 2016 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 2 |
LOEWS CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q1 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
FIRST MERCHANTS CORP | 2 | 2 | 0.12% | 0.16% | 0.20% | Q2 2013 | Q3 2013 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Overbrook Management Corp | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2015 | Q1 2016 | 2 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 2 |
AGF MANAGEMENT LTD | 2 | 2 | 0.01% | 0.36% | 0.71% | Q4 2022 | Q1 2023 | 2 |
HUSSMAN STRATEGIC ADVISORS, INC. | 2 | 2 | 0.64% | 0.73% | 0.83% | Q2 2013 | Q3 2013 | 2 |
ARGENT TRUST COMPANY, N.A. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q2 2015 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.09% | 0.16% | 0.23% | Q3 2013 | Q4 2014 | 2 |
BBVA USA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2021 | 2 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
MONETARY MANAGEMENT GROUP INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
TREVOR STEWART BURTON & JACOBSEN INC | 2 | 2 | 0.18% | 0.22% | 0.26% | Q3 2015 | Q4 2015 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.01% | 0.13% | 0.24% | Q3 2014 | Q4 2014 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q2 2015 | 2 |
BONNESS ENTERPRISES INC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q1 2014 | 2 |
SIGMA INVESTMENT COUNSELORS INC | 2 | 2 | 0.08% | 0.14% | 0.20% | Q2 2013 | Q3 2013 | 2 |
HARVARD MANAGEMENT CO INC | 2 | 2 | 0.57% | 0.58% | 0.59% | Q4 2015 | Q1 2016 | 2 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 2 | 0.43% | 0.51% | 0.59% | Q4 2015 | Q1 2016 | 2 |
QUAKER CAPITAL MANAGEMENT CORP | 2 | 2 | 1.18% | 1.20% | 1.22% | Q2 2013 | Q3 2013 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2013 | Q3 2013 | 2 |
PAYDEN & RYGEL | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q1 2022 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2013 | Q3 2013 | 2 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q2 2019 | 2 |
WADDELL & REED FINANCIAL INC | 2 | 2 | 0.04% | 0.08% | 0.11% | Q1 2020 | Q2 2020 | 2 |
FSI GROUP, LLC | 1 | 1 | 9.33% | 15.02% | 20.70% | Q4 2019 | Q2 2020 | 2 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q2 2015 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 2 |
Hosking & Co Ltd | 2 | 2 | 0.15% | 0.15% | 0.16% | Q1 2015 | Q2 2015 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 2 |
American Money Management, LLC | 2 | 2 | 0.86% | 1.25% | 1.65% | Q4 2013 | Q1 2014 | 2 |
BARDIN HILL MANAGEMENT PARTNERS LP | 1 | 1 | 0.55% | 0.67% | 0.80% | Q1 2015 | Q3 2015 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
FJ Capital Management LLC | 2 | 2 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Sovarnum Capital L.P. | 1 | 1 | 0.65% | 0.72% | 0.80% | Q3 2019 | Q2 2021 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bandera Partners LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q1 2018 | Q1 2018 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2023 | Q1 2023 | 1 |
COWA, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2020 | Q4 2020 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2016 | Q2 2016 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Alliance Wealth Management Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2015 | Q1 2015 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2022 | Q4 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
IAT REINSURANCE CO LTD. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2022 | Q1 2022 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Gladstone Capital Management LLP | 1 | 1 | 5.23% | 5.23% | 5.23% | Q3 2017 | Q3 2017 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Astrantus Ltd | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2022 | Q1 2022 | 1 |
Polar Capital Holdings Plc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Azimuth Capital Management LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2022 | Q1 2022 | 1 |
EQUITABLE TRUST CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Passport Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BALTIMORE CAPITAL MANAGEMENT, INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2019 | Q1 2019 | 1 |
Birch Hill Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Independence Capital Asset Partners, LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q1 2015 | Q1 2015 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Invictus RG | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Lee Capital Management LP | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2018 | Q1 2018 | 1 |
THREADGILL FINANCIAL, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2022 | Q4 2022 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2015 | Q4 2015 | 1 |
Vise Technologies, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2015 | Q1 2015 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FORT, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
StellarOne CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BERRY GROUP, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
NWK Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 2.82% | 2.82% | 2.82% | Q4 2021 | Q4 2021 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
Zebra Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Legg Mason Asset Management (Japan) Co., Ltd. | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2016 | Q2 2016 | 1 |
Meadow Creek Wealth Advisors LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2019 | Q4 2019 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
XML Financial, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Watershed Asset Management, L.L.C. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Scott & Selber, Inc. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2019 | Q4 2019 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2014 | Q2 2014 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2016 | Q4 2016 | 1 |
BEACON TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Hawkins Capital L.P. | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2013 | Q2 2013 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2013 | Q2 2013 | 1 |
Legacy Capital Partners, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2016 | Q4 2016 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q3 2020 | Q3 2020 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
Atwater Malick LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Pacific Edge Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Dominick & Dominick LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2013 | Q4 2013 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Scion Asset Management | 1 | 1 | 5.16% | 5.16% | 5.16% | Q4 2015 | Q4 2015 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Archon Partners LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q3 2017 | Q3 2017 | 1 |
Manikay Partners, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2019 | Q3 2019 | 1 |
HNP Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2015 | Q2 2015 | 1 |
Noked Israel Ltd | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2019 | Q2 2019 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Perkins Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Hollow Brook Wealth Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2016 | Q1 2016 | 1 |
Dean Capital Management | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
LONDON CO OF VIRGINIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Texas Children's | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
GUARDIAN CAPITAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2018 | Q2 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2015 | Q1 2015 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2016 | Q3 2016 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
Elkhorn Investments, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2016 | Q4 2016 | 1 |
WEST BANCORPORATION INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2014 | Q4 2014 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2016 | Q3 2016 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
Rinet Co LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Bank of Kentucky, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
FOSTER & MOTLEY INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
JHL Capital Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
Long Pond Capital | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2017 | Q1 2017 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NatWest Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2015 | Q2 2015 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2023 | Q1 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
GLENHILL ADVISORS LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2013 | Q3 2013 | 1 |
Stifel Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Leonard Rickey Investment Advisors P.L.L.C. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
FRANKLIN STREET ADVISORS INC /NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Gardner Russo & Gardner | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Aristotle Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Three Corner Global Investors LP | 1 | 1 | 5.68% | 5.68% | 5.68% | Q2 2014 | Q2 2014 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Athanor Capital, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
Cohanzick Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Lombard Odier & Cie (Bahamas) Ltd | 1 | 1 | 1.93% | 1.93% | 1.93% | Q3 2015 | Q3 2015 | 1 |
Scoria Capital Partners LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2014 | Q4 2014 | 1 |
Buckley Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Amplify Investments, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2018 | Q1 2018 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BRAUN STACEY ASSOCIATES INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q4 2016 | 1 |
Jump Trading, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2015 | Q3 2015 | 1 |
Islet Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2021 | Q4 2021 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q1 2019 | Q1 2019 | 1 |
Espalier Global Management LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2014 | Q1 2014 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2020 | Q1 2020 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2015 | Q3 2015 | 1 |
Csenge Advisory Group | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Providence First Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2014 | Q3 2014 | 1 |
Lebenthal Wealth Advisors, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2016 | Q2 2016 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2018 | Q4 2018 | 1 |
Noked Capital LTD | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2019 | Q2 2019 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Nokota Management, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2014 | Q4 2014 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 1.53% | 1.53% | 1.53% | Q2 2013 | Q2 2013 | 1 |
Corvex Management LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2016 | Q4 2016 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q2 2022 | Q2 2022 | 1 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 2.33% | 2.33% | 2.33% | Q2 2014 | Q2 2014 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Crestline Management, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2018 | Q1 2018 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Duquesne Family Office | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2017 | Q3 2017 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Summit X, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
NVWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Chubb Ltd | 1 | 1 | 4.01% | 4.01% | 4.01% | Q1 2016 | Q1 2016 | 1 |
GQG Partners LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2016 | Q4 2016 | 1 |
CONGRESS ASSET MANAGEMENT CO /MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2013 | Q2 2013 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2016 | Q3 2016 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2022 | Q2 2022 | 1 |
UNIVERSITY OF NOTRE DAME DU LAC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q1 2020 | Q1 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Thomasville National Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Tech Square Trading LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2019 | Q1 2019 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2016 | Q4 2016 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 1.53% | 1.53% | 1.53% | Q1 2023 | Q1 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2023 | Q1 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
REGATTA CAPITAL GROUP, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
Madison Scottsdale, LC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Next Level Private LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Investidor Profissional Gestao de Recursos Ltda. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2019 | Q3 2019 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Palestra Capital Management LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q2 2015 | Q2 2015 | 1 |
1620 INVESTMENT ADVISORS, INC. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2023 | Q2 2023 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
HF Advisory Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Retirement Investments LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MAIRS & POWER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Nekton Capital Ltd. | 1 | 1 | 4.38% | 4.38% | 4.38% | Q1 2023 | Q1 2023 | 1 |
Wescott Financial Advisory Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Marathon Asset Management Ltd | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2021 | Q3 2021 | 1 |
West Tower Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2023 | Q1 2023 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ROVIN CAPITAL /UT/ /ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Exane Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Ariose Capital Management Ltd | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2020 | Q1 2020 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
L & S Advisors Inc | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2022 | Q3 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
United Community Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Signition LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2017 | Q4 2017 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own BANK NEW YORK MELLON CORP or have owned BANK NEW YORK MELLON CORP in the past.