Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 109 |
Citadel Advisors | 42 | 42 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 92 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.24% | Q2 2013 | Q3 2023 | 92 |
Walleye Trading LLC | 25 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 79 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.01% | 0.02% | Q1 2009 | Q3 2023 | 59 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 54 |
D. E. Shaw & Co., Inc. | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 53 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 50 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.02% | 0.03% | 0.04% | Q3 2011 | Q3 2023 | 49 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.00% | 0.02% | Q4 2010 | Q3 2022 | 48 |
HSBC HOLDINGS PLC | 45 | 1 | 0.00% | 0.02% | 0.06% | Q1 2012 | Q3 2023 | 46 |
WOLVERINE TRADING, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 45 |
PEAK6 Group LLC | 5 | 3 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2018 | 44 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.06% | 0.12% | 0.18% | Q2 2010 | Q3 2023 | 44 |
East Coast Asset Management, LLC. | 44 | 44 | 0.15% | 0.29% | 0.43% | Q4 2012 | Q3 2023 | 44 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.02% | 0.04% | 0.05% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.03% | 0.05% | 0.11% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.01% | 0.07% | 0.25% | Q4 2012 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.02% | 0.04% | 0.16% | Q1 2013 | Q3 2023 | 43 |
Swiss National Bank | 42 | 42 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
GREENLEAF TRUST | 42 | 42 | 0.04% | 0.22% | 0.73% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Parallax Volatility Advisers, L.P. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 1.40% | 1.70% | 2.17% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.02% | 0.30% | 0.58% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.03% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 0.23% | 0.40% | 0.59% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Mraz, Amerine & Associates, Inc. | 42 | 42 | 0.33% | 0.53% | 0.89% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Spears Abacus Advisors LLC | 42 | 42 | 0.03% | 0.15% | 3.49% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
INTRUST BANK NA | 42 | 42 | 0.37% | 0.76% | 1.18% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.04% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 0.60% | 1.04% | 1.59% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.17% | 0.27% | 0.42% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 0.11% | 1.11% | 2.19% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.09% | 0.51% | Q2 2013 | Q3 2023 | 42 |
West Oak Capital, LLC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Ensemble Capital Management | 42 | 42 | 1.33% | 5.83% | 8.49% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.03% | 0.05% | Q2 2012 | Q4 2022 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.02% | 0.43% | 1.88% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
SouthernSun Asset Management | 42 | 42 | 0.93% | 2.77% | 4.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ANCHOR CAPITAL ADVISORS LLC | 42 | 42 | 0.76% | 1.72% | 2.22% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.18% | 0.42% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Hilltop Holdings Inc. | 42 | 42 | 0.11% | 0.39% | 0.98% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BOYAR ASSET MANAGEMENT INC. | 42 | 42 | 0.38% | 0.79% | 1.13% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 42 | 42 | 0.05% | 0.19% | 0.36% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.07% | 0.26% | 0.70% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.02% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 41 | 41 | 0.00% | 0.05% | 0.15% | Q3 2013 | Q3 2023 | 41 |
FAYEZ SAROFIM & CO | 40 | 1 | 0.00% | 0.18% | 0.54% | Q2 2013 | Q3 2023 | 41 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 30 | 11 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
AMALGAMATED BANK | 41 | 41 | 0.04% | 0.06% | 0.11% | Q3 2013 | Q3 2023 | 41 |
FIRST NATIONAL BANK OF OMAHA | 41 | 41 | 0.02% | 0.48% | 0.91% | Q3 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.03% | 0.06% | 0.13% | Q1 2013 | Q3 2023 | 41 |
VICTORY CAPITAL MANAGEMENT INC | 41 | 41 | 0.00% | 0.08% | 0.39% | Q3 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 32 | 9 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q3 2023 | 41 |
BESSEMER GROUP INC | 21 | 20 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Tributary Capital Management, LLC | 41 | 41 | 0.04% | 0.27% | 0.89% | Q3 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.05% | 0.22% | Q3 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q3 2023 | 41 |
Tower Research Capital LLC (TRC) | 25 | 16 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 32 | 9 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
PGGM Investments | 31 | 5 | 0.01% | 0.10% | 0.19% | Q1 2013 | Q3 2023 | 41 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 40 | 40 | 0.10% | 0.29% | 0.44% | Q2 2013 | Q1 2023 | 40 |
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 40 | 40 | 0.47% | 1.08% | 1.76% | Q4 2013 | Q3 2023 | 40 |
TCTC Holdings, LLC | 40 | 40 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 40 |
First Horizon Advisors, Inc. | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
FEDERATED HERMES, INC. | 35 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 40 |
BOKF, NA | 31 | 9 | 0.00% | 0.06% | 0.14% | Q3 2013 | Q3 2023 | 40 |
DEARBORN PARTNERS LLC | 40 | 40 | 0.62% | 0.97% | 1.74% | Q4 2013 | Q3 2023 | 40 |
BAHL & GAYNOR INC | 40 | 40 | 0.02% | 0.73% | 1.22% | Q4 2013 | Q3 2023 | 40 |
BURNEY CO/ | 40 | 40 | 0.02% | 0.11% | 0.20% | Q4 2013 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 33 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q3 2023 | 40 |
Robeco Institutional Asset Management B.V. | 40 | 40 | 0.02% | 0.20% | 0.65% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.03% | 0.06% | 0.15% | Q4 2013 | Q3 2023 | 40 |
Ironwood Investment Counsel, LLC | 40 | 40 | 0.07% | 0.14% | 0.26% | Q4 2013 | Q3 2023 | 40 |
ACADIAN ASSET MANAGEMENT LLC | 28 | 12 | 0.00% | 0.06% | 0.43% | Q3 2013 | Q3 2023 | 40 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 40 |
Garrison Asset Management, LLC | 39 | 39 | 1.52% | 2.09% | 2.90% | Q1 2014 | Q3 2023 | 39 |
BNP Paribas Asset Management Holding S.A. | 39 | 39 | 0.00% | 0.07% | 0.17% | Q1 2014 | Q3 2023 | 39 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 24 | 15 | 0.00% | 0.05% | 0.30% | Q2 2013 | Q3 2023 | 39 |
Clarkston Capital Partners, LLC | 39 | 39 | 0.01% | 2.63% | 4.68% | Q2 2013 | Q4 2022 | 39 |
MACQUARIE GROUP LTD | 31 | 8 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 39 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 39 | 39 | 0.00% | 0.11% | 0.19% | Q1 2014 | Q3 2023 | 39 |
COLONY GROUP LLC | 39 | 39 | 0.12% | 0.38% | 0.74% | Q1 2014 | Q3 2023 | 39 |
KBC Group NV | 30 | 8 | 0.00% | 0.03% | 0.17% | Q3 2013 | Q3 2023 | 38 |
Nuveen Asset Management, LLC | 22 | 16 | 0.01% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 38 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | 9 | 0.00% | 0.02% | 0.12% | Q4 2013 | Q3 2023 | 38 |
Evercore Wealth Management, LLC | 23 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 38 |
Heritage Wealth Advisors | 38 | 38 | 0.02% | 0.11% | 0.24% | Q2 2014 | Q3 2023 | 38 |
STEPHENS INC /AR/ | 20 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 38 |
LPL Financial LLC | 32 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 37 | 1 | 0.00% | 0.02% | 0.39% | Q1 2014 | Q3 2023 | 38 |
Asset Management One Co., Ltd. | 38 | 38 | 0.00% | 0.05% | 0.12% | Q2 2014 | Q3 2023 | 38 |
Ifrah Financial Services, Inc. | 20 | 4 | 0.08% | 0.12% | 0.30% | Q4 2013 | Q3 2023 | 38 |
PITCAIRN CO | 37 | 37 | 0.03% | 0.04% | 0.08% | Q3 2014 | Q3 2023 | 37 |
COMMERCE BANK | 27 | 10 | 0.00% | 0.10% | 0.31% | Q2 2014 | Q3 2023 | 37 |
FineMark National Bank & Trust | 18 | 4 | 0.01% | 0.10% | 0.41% | Q2 2013 | Q3 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 36 | 1 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q4 2022 | 37 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.16% | Q4 2014 | Q3 2023 | 37 |
SIGNATUREFD, LLC | 23 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 37 |
Ledyard National Bank | 23 | 14 | 0.00% | 0.23% | 0.74% | Q2 2013 | Q3 2022 | 37 |
PARSONS CAPITAL MANAGEMENT INC/RI | 37 | 37 | 0.26% | 0.34% | 0.43% | Q3 2014 | Q3 2023 | 37 |
M&T BANK CORP | 37 | 37 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 36 | 36 | 0.01% | 0.26% | 0.60% | Q4 2014 | Q3 2023 | 36 |
Motley Fool Wealth Management, LLC | 36 | 36 | 0.65% | 1.09% | 1.59% | Q4 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.28% | 0.46% | 0.76% | Q4 2014 | Q3 2023 | 36 |
Rafferty Asset Management, LLC | 35 | 1 | 0.01% | 0.05% | 0.10% | Q2 2014 | Q3 2023 | 36 |
PROFUND ADVISORS LLC | 22 | 2 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 36 |
ALPS ADVISORS INC | 26 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 36 |
CANADA PENSION PLAN INVESTMENT BOARD | 21 | 2 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 36 |
PEAK6 Investments LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 36 |
Hamilton Point Investment Advisors, LLC | 36 | 36 | 0.98% | 1.62% | 2.22% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.04% | 0.12% | Q4 2014 | Q3 2023 | 36 |
FDx Advisors, Inc. | 26 | 10 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 36 |
B. Riley Wealth Advisors, Inc. | 32 | 1 | 0.00% | 0.05% | 0.13% | Q2 2014 | Q3 2023 | 35 |
Wellington Shields Capital Management, LLC | 35 | 35 | 0.04% | 0.18% | 0.34% | Q2 2013 | Q4 2021 | 35 |
Smithfield Trust Co | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 35 |
WASHINGTON TRUST Co | 35 | 35 | 0.13% | 0.39% | 0.53% | Q1 2015 | Q3 2023 | 35 |
EFG Asset Management (Americas) Corp. | 22 | 13 | 0.18% | 0.74% | 1.57% | Q4 2014 | Q3 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.06% | 0.10% | 0.14% | Q1 2015 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.03% | 0.11% | Q1 2015 | Q3 2023 | 35 |
CONGRESS ASSET MANAGEMENT CO /MA | 35 | 35 | 0.05% | 0.14% | 0.24% | Q1 2015 | Q3 2023 | 35 |
APPLETON PARTNERS INC/MA | 35 | 35 | 0.04% | 0.15% | 0.42% | Q2 2015 | Q4 2023 | 35 |
JOHNSON INVESTMENT COUNSEL INC | 35 | 35 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 35 |
HBK Sorce Advisory LLC | 35 | 35 | 0.06% | 0.11% | 0.15% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 35 |
People's United Financial, Inc. | 18 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 35 |
Cubist Systematic Strategies, LLC | 20 | 1 | 0.00% | 0.05% | 0.20% | Q2 2014 | Q3 2023 | 35 |
BROWN BROTHERS HARRIMAN & CO | 30 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 35 |
FULLER & THALER ASSET MANAGEMENT, INC. | 35 | 35 | 0.00% | 0.67% | 1.85% | Q2 2013 | Q4 2021 | 35 |
Copeland Capital Management, LLC | 35 | 35 | 0.07% | 0.79% | 1.33% | Q1 2015 | Q3 2023 | 35 |
FIL Ltd | 35 | 35 | 0.01% | 0.05% | 0.17% | Q1 2015 | Q3 2023 | 35 |
Bowling Portfolio Management LLC | 34 | 34 | 0.40% | 0.63% | 1.38% | Q2 2014 | Q3 2022 | 34 |
Glassman Wealth Services | 34 | 34 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2023 | 34 |
NORDEA INVESTMENT MANAGEMENT AB | 32 | 2 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 34 |
MACKENZIE FINANCIAL CORP | 19 | 3 | 0.00% | 0.11% | 0.43% | Q2 2013 | Q3 2023 | 34 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 34 | 34 | 0.02% | 0.05% | 0.06% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.03% | 0.06% | 0.09% | Q2 2015 | Q3 2023 | 34 |
GATEWAY INVESTMENT ADVISERS LLC | 27 | 7 | 0.03% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 34 |
WESTPAC BANKING CORP | 32 | 2 | 0.00% | 0.07% | 0.17% | Q1 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.06% | 0.30% | 0.57% | Q2 2015 | Q3 2023 | 34 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2022 | 34 |
World Asset Management Inc | 34 | 34 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2021 | 34 |
JANUS HENDERSON GROUP PLC | 34 | 34 | 0.15% | 0.35% | 0.49% | Q2 2015 | Q3 2023 | 34 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 33 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 33 | 33 | 0.13% | 0.27% | 0.47% | Q3 2015 | Q3 2023 | 33 |
EATON VANCE MANAGEMENT | 32 | 1 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q3 2022 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 33 |
COLDSTREAM CAPITAL MANAGEMENT INC | 29 | 4 | 0.05% | 0.10% | 0.45% | Q2 2015 | Q3 2023 | 33 |
MEEDER ASSET MANAGEMENT INC | 33 | 33 | 0.00% | 0.05% | 0.22% | Q4 2014 | Q4 2022 | 33 |
Occidental Asset Management, LLC | 31 | 1 | 0.22% | 0.42% | 0.63% | Q1 2015 | Q3 2023 | 33 |
FARMERS & MERCHANTS INVESTMENTS INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 33 |
ASSETMARK, INC | 29 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 33 |
Bath Savings Trust Co | 33 | 33 | 0.82% | 1.97% | 2.48% | Q3 2015 | Q3 2023 | 33 |
Advisory Services Network, LLC | 27 | 6 | 0.01% | 0.07% | 0.12% | Q2 2015 | Q3 2023 | 33 |
Carroll Financial Associates, Inc. | 27 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 33 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
Cutler Group LLC / CA | 9 | 8 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q2 2020 | 33 |
HighTower Advisors, LLC | 32 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 32 | 32 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2021 | 32 |
Mitsubishi UFJ Trust & Banking Corp | 32 | 32 | 0.01% | 0.12% | 0.22% | Q4 2015 | Q3 2023 | 32 |
Financial Management Professionals, Inc. | 19 | 2 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 32 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 32 | 32 | 0.10% | 0.95% | 1.49% | Q4 2014 | Q3 2022 | 32 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.15% | 0.69% | 1.22% | Q4 2015 | Q3 2023 | 32 |
Stratos Wealth Partners, LTD. | 30 | 1 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 32 |
WIMMER ASSOCIATES 1, LLC | 32 | 32 | 0.69% | 0.98% | 1.25% | Q4 2015 | Q3 2023 | 32 |
DekaBank Deutsche Girozentrale | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
BOSTON FINANCIAL MANGEMENT LLC | 32 | 32 | 0.03% | 1.63% | 2.67% | Q4 2015 | Q3 2023 | 32 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 32 | 32 | 0.00% | 0.26% | 0.59% | Q4 2015 | Q3 2023 | 32 |
Janney Montgomery Scott LLC | 28 | 4 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 32 |
SECURITY NATIONAL TRUST CO | 32 | 32 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 32 |
HOWLAND CAPITAL MANAGEMENT LLC | 32 | 32 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2021 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.05% | 0.20% | Q4 2015 | Q3 2023 | 32 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 31 |
MARTINGALE ASSET MANAGEMENT L P | 31 | 31 | 0.01% | 0.31% | 0.59% | Q2 2013 | Q4 2020 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.03% | 0.33% | Q1 2016 | Q3 2023 | 31 |
Skandinaviska Enskilda Banken AB (publ) | 31 | 31 | 0.00% | 0.06% | 0.30% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
Ashfield Capital Partners, LLC | 31 | 31 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q3 2022 | 31 |
FULTON BANK, N.A. | 22 | 9 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2023 | 31 |
Sumitomo Mitsui Trust Holdings, Inc. | 31 | 31 | 0.00% | 0.05% | 0.07% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q4 2020 | 31 |
First PREMIER Bank | 31 | 31 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2023 | 31 |
Vision Capital Management, Inc. | 31 | 31 | 1.03% | 1.44% | 1.74% | Q1 2016 | Q3 2023 | 31 |
Gotham Asset Management, LLC | 11 | 1 | 0.03% | 0.17% | 0.49% | Q2 2013 | Q3 2023 | 31 |
WELCH & FORBES LLC | 31 | 31 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 31 |
QS Investors, LLC | 31 | 31 | 0.00% | 0.04% | 0.23% | Q4 2013 | Q2 2021 | 31 |
J.P. Morgan Private Wealth Advisors LLC | 25 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 31 |
TimesSquare Capital Management, LLC | 31 | 31 | 0.14% | 0.39% | 0.53% | Q2 2013 | Q4 2020 | 31 |
MIDDLETON & CO INC/MA | 30 | 30 | 0.48% | 1.13% | 1.65% | Q2 2016 | Q3 2023 | 30 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q1 2023 | 30 |
NOMURA ASSET MANAGEMENT CO LTD | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
Mitsubishi UFJ Asset Management Co., Ltd. | 30 | 30 | 0.03% | 0.11% | 0.50% | Q2 2016 | Q3 2023 | 30 |
Gemmer Asset Management LLC | 30 | 30 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2022 | 30 |
Raymond James Financial Services Advisors, Inc. | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Daiwa Securities Group Inc. | 30 | 30 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 30 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 30 | 30 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q3 2023 | 30 |
IBM Retirement Fund | 15 | 3 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2022 | 30 |
APG Asset Management N.V. | 30 | 30 | 0.00% | 0.47% | 1.45% | Q2 2016 | Q3 2023 | 30 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 30 | 30 | 0.05% | 0.07% | 0.19% | Q2 2016 | Q3 2023 | 30 |
Hilton Capital Management, LLC | 29 | 1 | 0.03% | 1.85% | 4.42% | Q1 2016 | Q3 2023 | 30 |
PRIVATE TRUST CO NA | 16 | 3 | 0.00% | 0.10% | 0.17% | Q1 2014 | Q3 2023 | 30 |
Penserra Capital Management LLC | 18 | 12 | 0.00% | 0.04% | 0.73% | Q4 2015 | Q3 2023 | 30 |
Livforsakringsbolaget Skandia, Omsesidigt | 30 | 30 | 0.00% | 0.02% | 0.11% | Q2 2016 | Q3 2023 | 30 |
CAPITAL FUND MANAGEMENT S.A. | 8 | 3 | 0.00% | 0.03% | 0.11% | Q1 2014 | Q4 2021 | 30 |
Gulf International Bank (UK) Ltd | 30 | 30 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q3 2023 | 30 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 30 | 30 | 0.14% | 0.20% | 0.29% | Q2 2016 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2020 | 30 |
TORONTO DOMINION BANK | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
Veritable, L.P. | 25 | 5 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q2 2023 | 30 |
Financial Architects, Inc | 24 | 1 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q4 2021 | 30 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 30 | 30 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 30 |
PineBridge Investments, L.P. | 28 | 1 | 0.01% | 0.20% | 0.34% | Q3 2015 | Q3 2023 | 29 |
AMI ASSET MANAGEMENT CORP | 29 | 29 | 0.01% | 1.10% | 2.49% | Q3 2016 | Q3 2023 | 29 |
LOGAN CAPITAL MANAGEMENT INC | 29 | 29 | 0.32% | 0.42% | 0.53% | Q3 2016 | Q3 2023 | 29 |
Mn Services Vermogensbeheer B.V. | 19 | 10 | 0.04% | 0.08% | 0.12% | Q2 2016 | Q3 2023 | 29 |
Meiji Yasuda Asset Management Co Ltd. | 15 | 14 | 0.02% | 0.13% | 0.31% | Q2 2016 | Q3 2023 | 29 |
Lowe Wealth Advisors, LLC | 29 | 29 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q4 2023 | 29 |
Rathbones Group PLC | 29 | 29 | 0.57% | 0.91% | 1.37% | Q3 2016 | Q3 2023 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.05% | 0.07% | 0.09% | Q4 2015 | Q3 2023 | 29 |
Private Advisor Group, LLC | 22 | 7 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 29 |
Aull & Monroe Investment Management Corp | 16 | 3 | 0.10% | 0.14% | 0.19% | Q1 2016 | Q3 2023 | 29 |
SCHWARTZ INVESTMENT COUNSEL INC | 26 | 3 | 0.04% | 1.90% | 3.31% | Q2 2013 | Q3 2023 | 29 |
PUTNAM INVESTMENTS LLC | 21 | 8 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2020 | 29 |
STRS OHIO | 25 | 4 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 29 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
NewEdge Advisors, LLC | 22 | 6 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 28 |
LAZARD ASSET MANAGEMENT LLC | 13 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 28 |
Andra AP-fonden | 12 | 6 | 0.09% | 0.21% | 0.60% | Q2 2016 | Q3 2023 | 28 |
CWM, LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 28 |
JENSEN INVESTMENT MANAGEMENT INC | 26 | 2 | 0.01% | 1.59% | 2.58% | Q2 2014 | Q3 2023 | 28 |
CAPSTONE INVESTMENT ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 28 |
Catalyst Capital Advisors LLC | 10 | 2 | 0.00% | 0.11% | 0.45% | Q4 2013 | Q3 2023 | 28 |
Fiera Capital Corp | 28 | 28 | 0.00% | 0.15% | 0.31% | Q2 2016 | Q1 2023 | 28 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 19 | 2 | 0.00% | 0.08% | 0.45% | Q2 2016 | Q3 2023 | 28 |
Brown Capital Management | 28 | 28 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
SALEM INVESTMENT COUNSELORS INC | 19 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
GREAT LAKES ADVISORS, LLC | 19 | 9 | 0.01% | 0.05% | 0.23% | Q3 2016 | Q3 2023 | 28 |
State of Alaska, Department of Revenue | 27 | 1 | 0.02% | 0.06% | 0.16% | Q4 2013 | Q3 2023 | 28 |
KELLEHER FINANCIAL ADVISORS | 18 | 9 | 0.04% | 0.62% | 1.45% | Q4 2016 | Q3 2023 | 28 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
PRUDENTIAL PLC | 16 | 1 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 27 |
REILLY FINANCIAL ADVISORS, LLC | 20 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 27 |
AXA S.A. | 26 | 1 | 0.00% | 0.04% | 0.10% | Q3 2016 | Q3 2023 | 27 |
CIGNA INVESTMENTS INC /NEW | 24 | 3 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 27 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 27 | 27 | 2.51% | 3.45% | 4.12% | Q1 2017 | Q3 2023 | 27 |
WEBSTER BANK, N. A. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
BANK OF NOVA SCOTIA | 22 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 27 |
LOOMIS SAYLES & CO L P | 27 | 27 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2022 | 27 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.01% | 0.03% | 0.35% | Q1 2016 | Q1 2023 | 27 |
SYNOVUS FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.07% | 0.18% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 27 |
CREDIT AGRICOLE S A | 26 | 1 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
DnB Asset Management AS | 26 | 1 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q4 2023 | 27 |
ALTA CAPITAL MANAGEMENT LLC/ | 26 | 26 | 1.00% | 2.22% | 3.02% | Q2 2017 | Q3 2023 | 26 |
Patriot Financial Group Insurance Agency, LLC | 23 | 3 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 26 |
Baker Ellis Asset Management LLC | 26 | 26 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2019 | 26 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.04% | 0.14% | Q3 2013 | Q3 2023 | 26 |
WEALTHSOURCE PARTNERS, LLC | 26 | 26 | 0.04% | 0.13% | 0.23% | Q1 2016 | Q2 2022 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.03% | 0.09% | 0.29% | Q3 2016 | Q3 2023 | 26 |
1832 Asset Management L.P. | 20 | 2 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 26 |
Asset Dedication, LLC | 19 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 26 |
Highlander Capital Management, LLC | 23 | 3 | 0.00% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 26 |
KING LUTHER CAPITAL MANAGEMENT CORP | 26 | 26 | 0.02% | 0.16% | 0.27% | Q2 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2019 | 26 |
National Pension Service | 23 | 3 | 0.00% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 26 |
Alberta Investment Management Corp | 15 | 11 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 26 |
Long Road Investment Counsel, LLC | 26 | 26 | 0.95% | 1.28% | 1.52% | Q2 2017 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.01% | 0.11% | 0.19% | Q3 2013 | Q1 2020 | 26 |
Segment Wealth Management, LLC | 26 | 26 | 0.04% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 26 |
OAKBROOK INVESTMENTS LLC | 25 | 25 | 0.01% | 0.05% | 0.15% | Q4 2013 | Q4 2019 | 25 |
FRED ALGER MANAGEMENT, LLC | 25 | 25 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q1 2020 | 25 |
AMERICAN CENTURY COMPANIES INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
Paloma Partners Management Co | 16 | 1 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q1 2022 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.09% | 0.30% | Q4 2016 | Q3 2023 | 25 |
AUA CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 25 |
Achmea Investment Management B.V. | 25 | 25 | 0.02% | 0.12% | 0.34% | Q3 2017 | Q3 2023 | 25 |
EAGLE ASSET MANAGEMENT INC | 25 | 25 | 0.01% | 0.06% | 0.19% | Q1 2014 | Q1 2020 | 25 |
MISSION WEALTH MANAGEMENT, LP | 25 | 25 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 25 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 25 | 25 | 0.40% | 1.41% | 2.23% | Q2 2013 | Q2 2019 | 25 |
Aureus Asset Management, LLC | 25 | 25 | 0.03% | 0.15% | 0.40% | Q3 2017 | Q3 2023 | 25 |
GRIFFIN ASSET MANAGEMENT, INC. | 25 | 25 | 0.21% | 0.40% | 0.50% | Q3 2017 | Q3 2023 | 25 |
Hanson & Doremus Investment Management | 25 | 25 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Cipher Capital LP | 16 | 1 | 0.02% | 0.23% | 0.67% | Q4 2013 | Q1 2023 | 25 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 25 |
LS Investment Advisors, LLC | 25 | 25 | 0.00% | 0.05% | 0.10% | Q1 2015 | Q1 2021 | 25 |
Neuberger Berman Group LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
First Allied Advisory Services, Inc. | 25 | 25 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q3 2020 | 25 |
WESTWOOD HOLDINGS GROUP INC | 25 | 25 | 0.02% | 0.40% | 0.70% | Q2 2013 | Q2 2019 | 25 |
Squarepoint Ops LLC | 10 | 1 | 0.00% | 0.06% | 0.21% | Q2 2015 | Q3 2023 | 24 |
AMP Capital Investors Ltd | 22 | 2 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q3 2021 | 24 |
Atria Investments, Inc | 19 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 24 |
KEYBANK NATIONAL ASSOCIATION/OH | 11 | 1 | 0.00% | 0.02% | 0.16% | Q4 2012 | Q2 2023 | 24 |
Allworth Financial LP | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 24 |
AGF Investments LLC | 24 | 24 | 0.00% | 0.09% | 0.16% | Q4 2016 | Q3 2022 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.28% | 0.53% | Q4 2017 | Q3 2023 | 24 |
HARTFORD INVESTMENT MANAGEMENT CO | 22 | 2 | 0.01% | 0.05% | 0.06% | Q2 2016 | Q3 2023 | 24 |
SANTA MONICA PARTNERS LP | 24 | 24 | 3.56% | 4.41% | 5.64% | Q4 2017 | Q3 2023 | 24 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 20 | 4 | 0.50% | 1.20% | 2.25% | Q2 2013 | Q4 2020 | 24 |
Korea Investment CORP | 15 | 1 | 0.00% | 0.03% | 0.13% | Q2 2016 | Q3 2023 | 24 |
BOSTON ADVISORS LLC | 24 | 24 | 0.09% | 0.58% | 1.11% | Q4 2013 | Q3 2019 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2019 | 24 |
Polaris Wealth Advisory Group, LLC | 19 | 1 | 0.02% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 24 |
Jefferies Group LLC | 17 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2022 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 24 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Ardevora Asset Management LLP | 24 | 24 | 0.95% | 1.21% | 1.81% | Q4 2014 | Q3 2020 | 24 |
Court Place Advisors, LLC | 24 | 24 | 0.09% | 0.12% | 0.15% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.04% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
WASHINGTON TRUST BANK | 12 | 5 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.04% | 0.05% | 0.13% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2019 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Bank OZK | 24 | 24 | 0.14% | 0.25% | 0.39% | Q4 2017 | Q3 2023 | 24 |
CIBC WORLD MARKETS CORP | 22 | 2 | 0.00% | 0.05% | 0.39% | Q2 2017 | Q3 2023 | 24 |
WELLINGTON MANAGEMENT GROUP LLP | 16 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 24 |
Biltmore Family Office, LLC | 24 | 24 | 0.14% | 0.21% | 0.30% | Q4 2017 | Q3 2023 | 24 |
D.B. Root & Company, LLC | 24 | 24 | 0.14% | 0.19% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Mandatum Life Insurance Co Ltd | 24 | 24 | 0.35% | 0.96% | 1.52% | Q4 2015 | Q3 2021 | 24 |
Man Group plc | 23 | 23 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 23 |
WADDELL & REED FINANCIAL INC | 23 | 23 | 0.00% | 0.13% | 0.38% | Q3 2015 | Q1 2021 | 23 |
Lido Advisors, LLC | 12 | 2 | 0.00% | 0.03% | 0.10% | Q1 2017 | Q3 2023 | 23 |
Chevy Chase Trust Holdings, LLC | 22 | 1 | 0.00% | 0.04% | 0.05% | Q3 2017 | Q3 2023 | 23 |
Sandy Spring Bank | 20 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 23 |
Parkside Financial Bank & Trust | 21 | 2 | 0.00% | 0.02% | 0.15% | Q3 2015 | Q3 2023 | 23 |
BANK OF HAWAII | 15 | 8 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q1 2021 | 23 |
QCI ASSET MANAGEMENT INC/NY | 19 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 23 |
D.A. DAVIDSON & CO. | 15 | 8 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q1 2019 | 23 |
MCF Advisors LLC | 17 | 6 | 0.00% | 0.00% | 0.02% | Q4 2011 | Q3 2023 | 23 |
AJO, LP | 21 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2020 | 23 |
NN Investment Partners Holdings N.V. | 13 | 10 | 0.00% | 0.06% | 0.17% | Q2 2016 | Q1 2022 | 23 |
COURIER CAPITAL LLC | 18 | 2 | 0.02% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 23 |
First Bank & Trust | 23 | 23 | 0.04% | 0.47% | 1.08% | Q4 2016 | Q2 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Laird Norton Wetherby Wealth Management, LLC | 15 | 8 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2023 | 23 |
Motley Fool Asset Management LLC | 23 | 23 | 0.38% | 0.66% | 0.88% | Q1 2018 | Q3 2023 | 23 |
Focused Wealth Management, Inc | 23 | 23 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2019 | 23 |
MCRAE CAPITAL MANAGEMENT INC | 23 | 23 | 2.00% | 2.61% | 3.34% | Q1 2018 | Q3 2023 | 23 |
Baystate Wealth Management LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
abrdn plc | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.03% | 0.24% | 0.39% | Q1 2018 | Q3 2023 | 23 |
PICTET ASSET MANAGEMENT LTD | 21 | 2 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q2 2021 | 23 |
FIDUCIARY TRUST CO | 19 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 23 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.01% | 0.09% | 0.17% | Q2 2013 | Q3 2018 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
FIDUCIARY MANAGEMENT INC /WI/ | 22 | 22 | 0.23% | 0.67% | 0.92% | Q2 2013 | Q3 2018 | 22 |
IMA Wealth, Inc. | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 11 | 2 | 0.00% | 0.04% | 0.16% | Q1 2014 | Q4 2021 | 22 |
Kentucky Retirement Systems Insurance Trust Fund | 22 | 22 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Norinchukin Bank, The | 22 | 22 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
DUPONT CAPITAL MANAGEMENT CORP | 8 | 7 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q1 2022 | 22 |
Simplicity Solutions, LLC | 22 | 22 | 0.01% | 0.06% | 0.14% | Q2 2018 | Q3 2023 | 22 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
MV CAPITAL MANAGEMENT, INC. | 21 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 22 |
BARINGS LLC | 10 | 2 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q4 2020 | 22 |
Kentucky Retirement Systems | 22 | 22 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 12 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2020 | 22 |
Vident Investment Advisory, LLC | 12 | 1 | 0.01% | 0.05% | 0.36% | Q4 2014 | Q2 2023 | 22 |
Dai-ichi Life Insurance Company, Ltd | 21 | 1 | 0.01% | 0.07% | 0.15% | Q3 2017 | Q3 2023 | 22 |
Simmons Bank | 21 | 1 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 22 |
IFM Investors Pty Ltd | 22 | 22 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Forward Management, LLC | 22 | 22 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2018 | 22 |
CIBC WORLD MARKET INC. | 16 | 1 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q3 2022 | 22 |
Northstar Group, Inc. | 19 | 2 | 0.10% | 0.89% | 1.35% | Q2 2018 | Q3 2023 | 21 |
FIRST CITIZENS BANK & TRUST CO | 19 | 2 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q2 2019 | 21 |
MARCO INVESTMENT MANAGEMENT LLC | 14 | 3 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 21 |
Symmetry Partners, LLC | 21 | 21 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q4 2023 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 21 |
Balentine LLC | 12 | 1 | 0.00% | 0.15% | 0.44% | Q1 2015 | Q1 2022 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.05% | 0.11% | 0.14% | Q3 2018 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 14 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
Alley Co LLC | 21 | 21 | 0.40% | 1.34% | 1.98% | Q4 2016 | Q4 2021 | 21 |
SHELTON CAPITAL MANAGEMENT | 21 | 21 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q2 2018 | 21 |
Vigilant Capital Management, LLC | 15 | 6 | 0.00% | 0.68% | 1.16% | Q2 2016 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.04% | 0.34% | Q3 2018 | Q3 2023 | 21 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 9 | 5 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2019 | 21 |
PICTON MAHONEY ASSET MANAGEMENT | 21 | 21 | 0.07% | 0.16% | 0.24% | Q3 2015 | Q3 2020 | 21 |
NATIXIS | 7 | 1 | 0.00% | 0.03% | 0.14% | Q3 2016 | Q4 2022 | 21 |
SUNTRUST BANKS INC | 17 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 21 |
GAM Holding AG | 9 | 5 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 21 |
ADVISOR PARTNERS LLC | 21 | 21 | 0.05% | 0.08% | 0.12% | Q2 2017 | Q2 2022 | 21 |
Accredited Investors Inc. | 21 | 21 | 0.04% | 0.08% | 0.14% | Q3 2018 | Q3 2023 | 21 |
BREMER TRUST NATIONAL ASSOCIATION | 21 | 21 | 0.06% | 0.08% | 0.10% | Q4 2013 | Q4 2018 | 21 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.03% | 0.14% | Q1 2018 | Q3 2023 | 20 |
Wellesley Investment Partners, LLC | 20 | 20 | 0.24% | 0.37% | 0.47% | Q4 2015 | Q3 2020 | 20 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 20 |
Point72 Hong Kong Ltd | 6 | 1 | 0.00% | 0.08% | 0.18% | Q3 2014 | Q3 2022 | 20 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q1 2019 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.07% | 0.21% | Q4 2018 | Q3 2023 | 20 |
ING GROEP NV | 8 | 1 | 0.00% | 0.03% | 0.17% | Q2 2015 | Q3 2023 | 20 |
Advisors Capital Management, LLC | 20 | 20 | 0.01% | 0.03% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2022 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.07% | 0.10% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.04% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.26% | 0.39% | 0.54% | Q4 2018 | Q3 2023 | 20 |
NICHOLAS COMPANY, INC. | 20 | 20 | 0.27% | 0.32% | 0.36% | Q4 2018 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.10% | 0.13% | 0.23% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.50% | 0.59% | 0.75% | Q4 2018 | Q3 2023 | 20 |
BBVA USA Bancshares, Inc. | 14 | 6 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q1 2021 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Verition Fund Management LLC | 10 | 1 | 0.00% | 0.03% | 0.14% | Q3 2015 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.05% | 0.10% | Q4 2017 | Q3 2022 | 20 |
Kistler-Tiffany Companies, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 20 |
Mariner, LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.04% | 0.11% | 0.19% | Q4 2018 | Q3 2023 | 20 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
JNBA Financial Advisors | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 20 |
Buckingham Capital Management, Inc. | 12 | 8 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 20 |
MCKINLEY CAPITAL MANAGEMENT LLC | 20 | 20 | 0.01% | 0.03% | 0.24% | Q1 2014 | Q4 2018 | 20 |
FENIMORE ASSET MANAGEMENT INC | 20 | 20 | 0.51% | 1.30% | 1.80% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q1 2021 | 20 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 10 | 1 | 0.01% | 0.04% | 0.09% | Q1 2016 | Q3 2023 | 20 |
O'Brien Greene & Co. Inc | 20 | 20 | 1.52% | 1.95% | 2.25% | Q4 2018 | Q3 2023 | 20 |
MOTCO | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.06% | 0.16% | 0.35% | Q4 2018 | Q3 2023 | 20 |
Palmer Knight Co | 20 | 20 | 3.30% | 4.25% | 5.25% | Q4 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 0.25% | 0.29% | 0.35% | Q4 2018 | Q3 2023 | 20 |
Dana Investment Advisors, Inc. | 19 | 19 | 0.09% | 1.26% | 1.90% | Q4 2014 | Q2 2019 | 19 |
Fiduciary Trust Co International of Pennsylvania | 19 | 19 | 0.35% | 0.61% | 0.75% | Q3 2015 | Q1 2020 | 19 |
SeaCrest Wealth Management, LLC | 19 | 19 | 0.06% | 0.08% | 0.09% | Q4 2017 | Q2 2022 | 19 |
FORT, L.P. | 19 | 19 | 0.03% | 0.46% | 0.61% | Q2 2018 | Q4 2022 | 19 |
Security National Bank | 19 | 19 | 0.82% | 1.06% | 1.33% | Q1 2019 | Q3 2023 | 19 |
SENTRY INVESTMENT MANAGEMENT LLC | 10 | 2 | 0.00% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 19 |
Lee Financial Co | 19 | 19 | 0.20% | 0.33% | 0.47% | Q1 2019 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Prospera Financial Services Inc | 16 | 3 | 0.03% | 0.05% | 0.10% | Q1 2014 | Q3 2023 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2017 | 19 |
Engineers Gate Manager LP | 8 | 1 | 0.01% | 0.07% | 0.16% | Q2 2015 | Q3 2023 | 19 |
HOWE & RUSLING INC | 14 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2022 | 19 |
Bell Asset Management Ltd | 19 | 19 | 1.05% | 1.48% | 2.21% | Q1 2019 | Q3 2023 | 19 |
Candriam S.C.A. | 14 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.05% | 0.21% | 2.93% | Q3 2018 | Q3 2023 | 19 |
Private Ocean, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Wealthfront Advisers LLC | 14 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.22% | 0.59% | 1.40% | Q1 2019 | Q3 2023 | 19 |
CADENCE CAPITAL MANAGEMENT LLC | 16 | 1 | 0.04% | 0.11% | 0.22% | Q3 2013 | Q2 2020 | 19 |
Sompo Asset Management Co., Ltd. | 19 | 19 | 0.06% | 0.21% | 0.34% | Q1 2019 | Q3 2023 | 19 |
Lantz Financial LLC | 19 | 19 | 0.69% | 0.88% | 1.06% | Q1 2019 | Q3 2023 | 19 |
FORSTA AP-FONDEN | 15 | 4 | 0.04% | 0.10% | 0.30% | Q3 2017 | Q3 2023 | 19 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.03% | 0.17% | 0.40% | Q1 2019 | Q3 2023 | 19 |
THOMPSON SIEGEL & WALMSLEY LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 19 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 19 | 19 | 0.12% | 0.24% | 0.43% | Q2 2016 | Q4 2020 | 19 |
MOODY ALDRICH PARTNERS LLC | 11 | 1 | 0.03% | 0.07% | 0.16% | Q4 2017 | Q3 2023 | 19 |
CITY HOLDING CO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 19 |
SEGALL BRYANT & HAMILL, LLC | 12 | 7 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 19 |
Tredje AP-fonden | 8 | 5 | 0.02% | 0.07% | 0.16% | Q2 2016 | Q3 2023 | 19 |
GW&K Investment Management, LLC | 19 | 19 | 0.37% | 0.45% | 0.55% | Q1 2019 | Q3 2023 | 19 |
Lenox Wealth Management, Inc. | 11 | 8 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2019 | 19 |
Lapides Asset Management, LLC | 19 | 19 | 0.21% | 1.92% | 3.67% | Q2 2013 | Q4 2017 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Roble, Belko & Company, Inc | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 19 |
Ninety One UK Ltd | 19 | 19 | 0.05% | 0.21% | 0.34% | Q1 2019 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CIBC Private Wealth Group, LLC | 13 | 2 | 0.00% | 0.10% | 0.20% | Q4 2017 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.44% | 0.96% | Q2 2019 | Q3 2023 | 18 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.11% | 0.17% | 0.28% | Q4 2017 | Q3 2023 | 18 |
Trexquant Investment LP | 5 | 1 | 0.01% | 0.12% | 0.38% | Q4 2014 | Q3 2023 | 18 |
TRUSTCORE FINANCIAL SERVICES, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
Hudson Capital Management LLC | 18 | 18 | 0.08% | 0.12% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Compagnie Lombard Odier SCmA | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 18 |
Freedom Investment Management, Inc. | 18 | 18 | 0.03% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Baillie Gifford | 18 | 18 | 0.26% | 0.41% | 0.54% | Q2 2019 | Q3 2023 | 18 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.15% | 0.58% | Q3 2013 | Q4 2022 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2020 | 18 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 18 |
Cornerstone Advisors, Inc. | 18 | 18 | 0.01% | 0.04% | 0.07% | Q1 2015 | Q2 2019 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.02% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 18 |
VAN ECK ASSOCIATES CORP | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 18 |
CHICAGO EQUITY PARTNERS LLC | 12 | 6 | 0.04% | 0.11% | 0.23% | Q2 2013 | Q2 2019 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 5 | 0.01% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 18 |
ETRADE Capital Management LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
OSSIAM | 18 | 18 | 0.00% | 0.06% | 0.37% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.03% | 0.13% | 0.32% | Q2 2013 | Q3 2017 | 18 |
Avalon Investment & Advisory | 14 | 1 | 0.01% | 0.07% | 0.13% | Q2 2016 | Q3 2021 | 18 |
SNS Financial Group, LLC | 16 | 16 | 0.16% | 0.19% | 0.25% | Q4 2019 | Q3 2023 | 18 |
Crewe Advisors LLC | 13 | 1 | 0.00% | 0.02% | 0.14% | Q2 2018 | Q2 2023 | 17 |
OPTIMUM INVESTMENT ADVISORS | 11 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2020 | 17 |
HANSEATIC MANAGEMENT SERVICES INC | 15 | 2 | 0.01% | 0.35% | 0.98% | Q2 2013 | Q3 2018 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.01% | 0.05% | 0.23% | Q1 2016 | Q2 2023 | 17 |
Pensionfund DSM Netherlands | 15 | 2 | 0.04% | 0.41% | 0.62% | Q2 2017 | Q4 2021 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.50% | 0.67% | 0.83% | Q2 2013 | Q2 2017 | 17 |
Beaumont Financial Partners, LLC | 17 | 17 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q3 2022 | 17 |
Palisades Hudson Asset Management, L.P. | 17 | 17 | 0.13% | 0.20% | 0.26% | Q4 2014 | Q4 2018 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Spot Trading L.L.C | 3 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q1 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Hudock, Inc. | 14 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.05% | 0.12% | Q3 2015 | Q3 2019 | 17 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.01% | 0.16% | 0.57% | Q3 2014 | Q3 2023 | 17 |
USS Investment Management Ltd | 16 | 1 | 0.01% | 0.08% | 0.90% | Q2 2019 | Q3 2023 | 17 |
Pegasus Partners Ltd. | 17 | 17 | 0.16% | 0.31% | 0.56% | Q3 2019 | Q3 2023 | 17 |
Avestar Capital, LLC | 10 | 7 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
CX Institutional | 13 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 17 |
Altium Wealth Management LLC | 17 | 17 | 0.07% | 0.11% | 0.22% | Q2 2018 | Q2 2022 | 17 |
SEEYOND | 17 | 17 | 0.06% | 0.25% | 0.70% | Q4 2018 | Q4 2022 | 17 |
Jacobsen Capital Management | 14 | 3 | 0.12% | 0.62% | 0.83% | Q2 2019 | Q3 2023 | 17 |
PINNACLE ASSOCIATES LTD | 13 | 4 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 17 |
CRAMER ROSENTHAL MCGLYNN LLC | 17 | 17 | 0.43% | 0.77% | 1.28% | Q2 2013 | Q2 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q2 2017 | 17 |
MACKAY SHIELDS LLC | 16 | 16 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q1 2022 | 16 |
Holocene Advisors, LP | 7 | 2 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 16 |
AdvisorShares Investments LLC | 16 | 16 | 0.04% | 0.37% | 0.93% | Q4 2019 | Q3 2023 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 0.02% | 0.53% | 1.05% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Core Alternative Capital | 16 | 16 | 1.58% | 1.91% | 2.23% | Q4 2019 | Q3 2023 | 16 |
Voya Financial Advisors, Inc. | 7 | 2 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 16 |
CHICAGO TRUST Co NA | 14 | 2 | 0.08% | 0.10% | 0.12% | Q3 2019 | Q3 2023 | 16 |
EVERENCE CAPITAL MANAGEMENT INC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
ALBION FINANCIAL GROUP /UT | 10 | 3 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 16 |
MARSICO CAPITAL MANAGEMENT LLC | 16 | 16 | 0.08% | 0.18% | 0.24% | Q1 2016 | Q4 2019 | 16 |
S.A. Mason LLC | 16 | 16 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Amica Retiree Medical Trust | 16 | 16 | 0.13% | 0.48% | 0.78% | Q2 2019 | Q1 2023 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.04% | 0.11% | 0.20% | Q4 2018 | Q3 2022 | 16 |
Tarbox Family Office, Inc. | 13 | 3 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q1 2022 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.77% | 0.89% | 1.34% | Q4 2019 | Q3 2023 | 16 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.20% | 0.26% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 1.03% | 1.17% | 1.30% | Q4 2019 | Q3 2023 | 16 |
Anchor Investment Management, LLC | 16 | 16 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q4 2023 | 16 |
Argent Trust Co | 14 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 16 |
AMICA MUTUAL INSURANCE CO | 16 | 16 | 0.14% | 0.47% | 0.81% | Q2 2019 | Q1 2023 | 16 |
Ellevest, Inc. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
1623 Capital LLC | 16 | 16 | 2.91% | 4.14% | 6.04% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2021 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.12% | 0.27% | 0.44% | Q2 2013 | Q1 2017 | 16 |
McCollum Christoferson Group LLC | 16 | 16 | 1.47% | 1.76% | 2.30% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
GSA CAPITAL PARTNERS LLP | 7 | 1 | 0.01% | 0.07% | 0.19% | Q4 2013 | Q3 2022 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
DT Investment Partners, LLC | 16 | 16 | 0.05% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.26% | 0.52% | 0.69% | Q4 2019 | Q3 2023 | 16 |
NAPLES GLOBAL ADVISORS, LLC | 16 | 16 | 0.05% | 0.08% | 0.16% | Q4 2019 | Q3 2023 | 16 |
PARK AVENUE SECURITIES LLC | 7 | 1 | 0.01% | 0.05% | 0.20% | Q2 2016 | Q3 2023 | 16 |
WADE G W & INC | 16 | 16 | 0.05% | 0.10% | 0.18% | Q1 2015 | Q4 2018 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.16% | 0.22% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Capital Bank & Trust Co | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2021 | 16 |
MONTAG & CALDWELL, LLC | 16 | 16 | 0.02% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
BlackRock Group LTD | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.31% | 0.40% | 0.53% | Q4 2019 | Q3 2023 | 15 |
Douglas Lane & Associates, LLC | 15 | 15 | 0.19% | 0.57% | 0.76% | Q1 2020 | Q3 2023 | 15 |
Optas, LLC | 12 | 3 | 0.07% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 15 |
Three Peaks Capital Management, LLC | 15 | 15 | 0.31% | 0.87% | 1.25% | Q1 2018 | Q3 2021 | 15 |
First Personal Financial Services | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Pensionfund Sabic | 15 | 15 | 0.32% | 0.48% | 0.57% | Q2 2017 | Q4 2020 | 15 |
DEAN INVESTMENT ASSOCIATES, LLC | 15 | 15 | 0.13% | 0.26% | 0.33% | Q1 2020 | Q3 2023 | 15 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.03% | 0.03% | 0.04% | Q3 2011 | Q3 2015 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2016 | 15 |
COMMONWEALTH BANK OF AUSTRALIA | 12 | 3 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Wealth Alliance | 15 | 15 | 0.04% | 0.10% | 0.24% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.06% | 0.26% | 0.37% | Q4 2016 | Q2 2020 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q1 2020 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BRIDGES INVESTMENT MANAGEMENT INC | 15 | 15 | 0.07% | 0.08% | 0.11% | Q1 2018 | Q3 2021 | 15 |
HighTower Trust Company, N.A. | 12 | 3 | 0.28% | 0.35% | 0.44% | Q2 2019 | Q1 2023 | 15 |
Platform Technology Partners | 10 | 5 | 0.23% | 0.56% | 1.22% | Q4 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
MAI Capital Management | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Community Bank, N.A. | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2019 | 15 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.03% | 0.13% | Q4 2013 | Q4 2022 | 15 |
BW Gestao de Investimentos Ltda. | 15 | 15 | 0.08% | 0.34% | 0.66% | Q3 2014 | Q1 2018 | 15 |
AdvisorNet Financial, Inc | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.04% | 0.12% | Q2 2014 | Q3 2023 | 15 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.42% | 0.55% | 0.89% | Q1 2020 | Q3 2023 | 15 |
Teamwork Financial Advisors, LLC | 15 | 15 | 0.11% | 0.24% | 0.58% | Q1 2020 | Q3 2023 | 15 |
HARRIS ASSOCIATES L P | 15 | 15 | 0.00% | 0.28% | 0.43% | Q2 2013 | Q4 2016 | 15 |
Roundview Capital LLC | 15 | 15 | 0.08% | 0.14% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Assenagon Asset Management S.A. | 6 | 1 | 0.00% | 0.03% | 0.12% | Q3 2018 | Q3 2023 | 15 |
PFG Advisors | 15 | 15 | 0.22% | 0.59% | 1.13% | Q4 2018 | Q2 2022 | 15 |
Oxbow Advisors, LLC | 15 | 15 | 0.17% | 0.24% | 0.37% | Q1 2020 | Q3 2023 | 15 |
KEELEY ASSET MANAGEMENT CORP | 15 | 15 | 0.26% | 0.50% | 1.16% | Q2 2013 | Q4 2016 | 15 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q1 2022 | 15 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2017 | 15 |
American Money Management, LLC | 15 | 15 | 1.08% | 1.35% | 1.64% | Q1 2020 | Q3 2023 | 15 |
IBERIABANK CORP | 10 | 1 | 0.06% | 0.08% | 0.12% | Q2 2014 | Q2 2020 | 15 |
ONTARIO TEACHERS PENSION PLAN BOARD | 11 | 4 | 0.00% | 0.06% | 0.16% | Q4 2015 | Q3 2020 | 15 |
LONDON CO OF VIRGINIA | 15 | 15 | 0.22% | 0.26% | 0.32% | Q1 2020 | Q3 2023 | 15 |
REGENTATLANTIC CAPITAL LLC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2022 | 14 |
CUE ADVISORY SERVICES, INC. | 14 | 14 | 1.04% | 1.88% | 2.37% | Q2 2015 | Q3 2018 | 14 |
DIVIDEND ASSETS CAPITAL, LLC | 14 | 14 | 0.13% | 0.25% | 0.37% | Q2 2020 | Q3 2023 | 14 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 2 | 0.00% | 0.04% | 0.22% | Q4 2017 | Q4 2022 | 14 |
REGIONS FINANCIAL CORP | 8 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 14 |
WHEATLAND ADVISORS INC | 14 | 14 | 0.18% | 0.22% | 0.27% | Q2 2016 | Q3 2019 | 14 |
First Command Financial Services, Inc. | 8 | 6 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2023 | 14 |
ORRSTOWN FINANCIAL SERVICES INC | 14 | 14 | 0.00% | 0.04% | 0.06% | Q2 2016 | Q3 2019 | 14 |
PROSPECTOR PARTNERS LLC | 14 | 14 | 0.01% | 0.15% | 0.33% | Q2 2013 | Q3 2016 | 14 |
Vivaldi Capital Management LP | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
BP PLC | 9 | 5 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q2 2021 | 14 |
NumerixS Investment Technologies Inc | 7 | 1 | 0.03% | 0.11% | 0.27% | Q1 2015 | Q4 2019 | 14 |
Boston Trust Walden Corp | 14 | 14 | 0.07% | 0.27% | 0.38% | Q2 2020 | Q3 2023 | 14 |
FORVIS Wealth Advisors, LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q2 2019 | 14 |
Lenox Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 14 |
American Research & Management Co. | 9 | 2 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2021 | 14 |
OLD NATIONAL BANCORP /IN/ | 10 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q1 2019 | 14 |
EULAV Asset Management | 14 | 14 | 0.02% | 0.12% | 0.22% | Q3 2017 | Q4 2020 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
HARTLINE INVESTMENT CORP/ | 14 | 14 | 0.74% | 1.31% | 2.07% | Q3 2015 | Q4 2018 | 14 |
AHL Partners LLP | 14 | 14 | 0.01% | 0.16% | 0.47% | Q3 2014 | Q4 2017 | 14 |
GABLES CAPITAL MANAGEMENT INC. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
McIlrath & Eck, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 14 |
Advisors Preferred, LLC | 7 | 1 | 0.00% | 0.16% | 0.80% | Q4 2013 | Q3 2022 | 14 |
Cresset Asset Management, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 14 |
Winslow, Evans & Crocker, Inc. | 14 | 14 | 0.00% | 0.04% | 0.14% | Q3 2017 | Q4 2020 | 14 |
PARNASSUS INVESTMENTS, LLC | 14 | 14 | 0.05% | 0.31% | 0.55% | Q2 2020 | Q3 2023 | 14 |
BRADLEY FOSTER & SARGENT INC/CT | 10 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2016 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
COUNTRY TRUST BANK | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 14 |
ZACKS INVESTMENT MANAGEMENT | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 14 |
XPONANCE, INC. | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.01% | 0.11% | 0.93% | Q4 2017 | Q1 2021 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
WINTON GROUP Ltd | 6 | 1 | 0.01% | 0.05% | 0.25% | Q2 2014 | Q2 2020 | 14 |
Procyon Advisors, LLC | 10 | 4 | 0.04% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 14 |
MSI Financial Services Inc | 8 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 14 |
Buffington Mohr McNeal | 14 | 14 | 0.06% | 0.82% | 1.21% | Q2 2020 | Q3 2023 | 14 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.09% | 0.26% | Q3 2013 | Q3 2022 | 14 |
RMB Capital Management, LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 14 |
WealthTrust-Arizona, LLC | 10 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 14 |
Clarius Group, LLC | 14 | 14 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
Richard Bernstein Advisors LLC | 6 | 3 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2021 | 14 |
TOMPKINS FINANCIAL CORP | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2019 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q1 2019 | 14 |
Sciencast Management LP | 4 | 1 | 0.09% | 0.41% | 0.89% | Q4 2015 | Q2 2023 | 14 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.00% | 0.09% | 0.18% | Q1 2017 | Q2 2020 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2019 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 14 |
First Command Bank | 8 | 6 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2023 | 14 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2022 | 13 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 8 | 1 | 0.09% | 0.21% | 0.31% | Q4 2018 | Q4 2022 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
CIDEL ASSET MANAGEMENT INC | 13 | 13 | 0.06% | 0.11% | 0.15% | Q4 2019 | Q4 2022 | 13 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 13 |
Cynosure Group, LLC | 13 | 13 | 1.03% | 2.62% | 3.24% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.06% | 0.09% | 0.13% | Q1 2020 | Q3 2023 | 13 |
Integrated Wealth Concepts LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 13 |
Larson Financial Group LLC | 7 | 6 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 13 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 12 | 1 | 0.00% | 0.03% | 0.06% | Q1 2013 | Q4 2017 | 13 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
STRATEGY ASSET MANAGERS LLC | 6 | 2 | 0.05% | 0.16% | 0.71% | Q3 2018 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Front Row Advisors LLC | 8 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Camarda Financial Advisors, LLC | 9 | 4 | 0.01% | 0.24% | 0.95% | Q1 2016 | Q2 2019 | 13 |
PRIO WEALTH LIMITED PARTNERSHIP | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2021 | 13 |
Quantitative Investment Management, LLC | 3 | 1 | 0.00% | 0.08% | 0.24% | Q1 2016 | Q3 2021 | 13 |
Yorktown Management & Research Co Inc | 9 | 1 | 0.04% | 0.15% | 0.60% | Q2 2013 | Q4 2020 | 13 |
Assured Investment Management LLC | 10 | 1 | 0.01% | 0.07% | 0.23% | Q1 2015 | Q4 2018 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.10% | 0.48% | Q1 2014 | Q3 2023 | 13 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
TIAA, FSB | 8 | 5 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2023 | 13 |
WealthTrust Axiom LLC | 13 | 13 | 0.12% | 0.14% | 0.17% | Q3 2020 | Q3 2023 | 13 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 13 | 13 | 0.38% | 0.47% | 0.58% | Q3 2020 | Q3 2023 | 13 |
MEYER HANDELMAN CO | 7 | 1 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 13 |
CAPITAL ONE, NATIONAL ASSOCIATION | 13 | 13 | 0.02% | 0.10% | 0.12% | Q3 2013 | Q3 2016 | 13 |
Independent Advisor Alliance | 13 | 13 | 0.00% | 0.34% | 0.44% | Q3 2020 | Q3 2023 | 13 |
Radnor Capital Management, LLC | 13 | 13 | 0.06% | 0.09% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 13 |
TOBAM | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
MANNING & NAPIER ADVISORS LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2017 | 13 |
Zurich Insurance Group Ltd/FI | 11 | 1 | 0.02% | 0.03% | 0.11% | Q3 2017 | Q2 2023 | 13 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 13 |
Sterling Capital Management LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 13 |
Marquette Asset Management, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 13 |
McQueen, Ball & Associates Inc. | 13 | 13 | 0.34% | 0.47% | 0.59% | Q4 2015 | Q4 2018 | 13 |
GUARDIAN CAPITAL LP | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 13 |
HANCOCK WHITNEY CORP | 12 | 1 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q1 2017 | 13 |
River Wealth Advisors LLC | 7 | 3 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 13 |
Echo Street Capital Management LLC | 11 | 1 | 0.00% | 0.06% | 0.33% | Q1 2019 | Q2 2023 | 13 |
SIT INVESTMENT ASSOCIATES INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2018 | 13 |
Progressive Investment Management Corp | 13 | 13 | 1.44% | 1.64% | 1.98% | Q4 2018 | Q4 2021 | 13 |
THIRD AVENUE MANAGEMENT LLC | 13 | 13 | 0.13% | 0.24% | 0.43% | Q2 2013 | Q2 2016 | 13 |
FCF Advisors LLC | 5 | 1 | 0.52% | 1.01% | 1.33% | Q4 2014 | Q4 2023 | 13 |
Laurion Capital Management LP | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2020 | 12 |
Running Oak Capital LLC | 7 | 5 | 0.20% | 1.64% | 2.10% | Q4 2019 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2019 | 12 |
Railway Pension Investments Ltd | 12 | 12 | 0.04% | 0.08% | 0.27% | Q4 2018 | Q3 2021 | 12 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.09% | 0.21% | 0.38% | Q4 2013 | Q3 2023 | 12 |
Centerpoint Advisors, LLC | 8 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 12 |
LifePro Asset Management | 12 | 12 | 0.10% | 0.16% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2018 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 1.04% | 1.41% | 1.88% | Q2 2013 | Q1 2016 | 12 |
Bristol Gate Capital Partners Inc. | 12 | 12 | 4.20% | 4.47% | 4.72% | Q1 2019 | Q4 2021 | 12 |
SAWGRASS ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.95% | 1.58% | Q1 2016 | Q4 2018 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BlackRock Japan Co. Ltd | 10 | 2 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2016 | 12 |
Lucia Wealth Services, LLC | 12 | 12 | 3.03% | 4.08% | 5.11% | Q4 2017 | Q3 2020 | 12 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 12 | 12 | 0.04% | 0.24% | 0.49% | Q4 2017 | Q3 2020 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.24% | 0.32% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Goelzer Investment Management, Inc. | 12 | 12 | 0.17% | 0.30% | 0.40% | Q1 2020 | Q4 2022 | 12 |
Bison Wealth, LLC | 9 | 3 | 0.15% | 0.37% | 0.60% | Q4 2014 | Q3 2018 | 12 |
AGF INVESTMENTS INC. | 8 | 4 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2021 | 12 |
Sigma Planning Corp | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.06% | 0.28% | Q2 2016 | Q3 2023 | 12 |
Suncoast Equity Management | 12 | 12 | 0.14% | 0.32% | 0.58% | Q4 2020 | Q3 2023 | 12 |
SPRENG CAPITAL MANAGEMENT, INC. | 12 | 12 | 0.17% | 0.25% | 0.45% | Q4 2019 | Q3 2022 | 12 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q3 2019 | 12 |
SUN LIFE FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 12 |
FIRST NIAGARA BANK | 12 | 12 | 0.06% | 0.09% | 0.13% | Q3 2013 | Q2 2016 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.02% | 0.06% | 0.11% | Q4 2016 | Q3 2019 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.15% | 0.19% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Sound View Wealth Advisors Group, LLC | 8 | 1 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2021 | 12 |
Atlas Brown,Inc. | 6 | 2 | 0.05% | 0.08% | 0.11% | Q3 2017 | Q3 2023 | 12 |
AllSquare Wealth Management LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2023 | 12 |
Barrett Asset Management, LLC | 12 | 12 | 0.01% | 0.05% | 0.07% | Q4 2013 | Q3 2016 | 12 |
Menard Financial Group LLC | 9 | 1 | 0.25% | 0.41% | 0.84% | Q2 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
ANALYTIC INVESTORS, LLC | 8 | 4 | 0.01% | 0.31% | 0.81% | Q3 2013 | Q3 2016 | 12 |
Manning & Napier Group, LLC | 10 | 2 | 0.01% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 12 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 12 | 12 | 0.00% | 0.07% | 0.12% | Q3 2018 | Q2 2021 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.03% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
M&G INVESTMENT MANAGEMENT LTD | 11 | 1 | 0.00% | 0.10% | 0.28% | Q4 2019 | Q4 2022 | 12 |
Horizon Investments, LLC | 3 | 1 | 0.01% | 0.02% | 0.09% | Q3 2018 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NATIONAL PENN INVESTORS TRUST CO /PA | 12 | 12 | 0.22% | 0.29% | 0.38% | Q2 2013 | Q1 2016 | 12 |
Cordasco Financial Network | 12 | 12 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q2 2022 | 12 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.09% | 0.19% | Q4 2015 | Q3 2023 | 12 |
EXANE DERIVATIVES | 8 | 1 | 0.00% | 0.02% | 0.13% | Q2 2016 | Q2 2022 | 12 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 11 | 11 | 0.06% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 11 |
I.G. INVESTMENT MANAGEMENT, LTD. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2017 | 11 |
Varma Mutual Pension Insurance Co | 5 | 2 | 0.04% | 0.15% | 0.40% | Q4 2017 | Q3 2023 | 11 |
Jacobi Capital Management LLC | 8 | 3 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 11 |
ROYCE & ASSOCIATES LP | 11 | 11 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q4 2015 | 11 |
Meiji Yasuda Life Insurance Co | 3 | 1 | 0.01% | 0.06% | 0.08% | Q3 2016 | Q3 2020 | 11 |
Altshuler Shaham Ltd | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 1 | 0.01% | 0.07% | 0.14% | Q1 2018 | Q2 2021 | 11 |
Cypress Wealth Services, LLC | 11 | 11 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q2 2020 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Gateway Advisory, LLC | 11 | 11 | 0.10% | 0.13% | 0.20% | Q1 2021 | Q3 2023 | 11 |
PrairieView Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
DONALDSON CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2021 | 11 |
CAMBRIDGE TRUST CO | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Moors & Cabot, Inc. | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 11 |
CHUBB CORP | 11 | 11 | 0.80% | 1.12% | 1.73% | Q2 2013 | Q4 2015 | 11 |
Oakworth Capital, Inc. | 9 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 11 |
CASTLEARK MANAGEMENT LLC | 7 | 4 | 0.01% | 0.06% | 0.17% | Q3 2015 | Q4 2018 | 11 |
MGO ONE SEVEN LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 11 |
Veritas Investment Partners (UK) Ltd. | 11 | 11 | 3.48% | 3.86% | 4.19% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
GAM SYSTEMATIC LLP | 11 | 11 | 0.00% | 0.23% | 0.44% | Q4 2014 | Q2 2017 | 11 |
HERMES INVESTMENT MANAGEMENT LTD | 11 | 11 | 0.33% | 0.44% | 0.51% | Q4 2015 | Q2 2018 | 11 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2018 | 11 |
ClariVest Asset Management LLC | 5 | 3 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q4 2018 | 11 |
CreativeOne Wealth, LLC | 9 | 2 | 0.01% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 11 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.05% | 0.12% | Q3 2017 | Q3 2023 | 11 |
Cetera Advisors LLC | 7 | 4 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 11 |
Machina Capital S.A.S. | 5 | 1 | 0.21% | 0.57% | 1.10% | Q4 2018 | Q2 2023 | 11 |
Sargent Bickham Lagudis LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 11 |
VALLEY NATIONAL ADVISERS INC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 11 |
Boston Partners | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 11 |
FIRST NATIONAL TRUST CO | 8 | 3 | 0.03% | 0.10% | 0.15% | Q3 2015 | Q3 2023 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q2 2019 | 11 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 11 | 11 | 0.01% | 0.81% | 1.58% | Q2 2017 | Q4 2019 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Campion Asset Management | 7 | 3 | 0.19% | 0.22% | 0.29% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
ELLINGTON MANAGEMENT GROUP LLC | 5 | 1 | 0.02% | 0.11% | 0.42% | Q3 2013 | Q3 2018 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.00% | 0.06% | 0.17% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2021 | 10 |
Cumberland Partners Ltd | 7 | 3 | 0.06% | 0.09% | 0.11% | Q2 2018 | Q2 2021 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2017 | 10 |
COOKSON PEIRCE & CO INC | 9 | 1 | 0.04% | 0.65% | 1.30% | Q4 2013 | Q4 2020 | 10 |
FORA Capital, LLC | 5 | 1 | 0.01% | 0.13% | 0.30% | Q4 2019 | Q4 2022 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Fiduciary Planning LLC | 10 | 10 | 0.40% | 0.49% | 0.58% | Q2 2021 | Q3 2023 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
FIRST INTERSTATE BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 10 |
Fieldpoint Private Securities, LLC | 4 | 1 | 0.00% | 0.05% | 0.15% | Q3 2017 | Q2 2022 | 10 |
Transform Wealth, LLC | 9 | 1 | 0.10% | 0.78% | 2.86% | Q2 2016 | Q3 2023 | 10 |
Cambria Investment Management, L.P. | 10 | 10 | 0.43% | 0.72% | 0.93% | Q2 2017 | Q3 2019 | 10 |
Nippon Life Global Investors Americas, Inc. | 6 | 4 | 0.08% | 0.27% | 0.44% | Q4 2019 | Q4 2022 | 10 |
Corient Capital Partners, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 10 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Unigestion Holding SA | 5 | 1 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 10 |
Ascent Wealth Partners, LLC | 6 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 10 |
EDGE ASSET MANAGEMENT, INC | 10 | 10 | 0.13% | 0.20% | 0.26% | Q4 2014 | Q1 2017 | 10 |
JFS WEALTH ADVISORS, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 10 |
Empirical Finance, LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.07% | 0.14% | Q4 2017 | Q4 2022 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2018 | 10 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.07% | 0.30% | Q3 2013 | Q3 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.12% | 0.26% | Q4 2015 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.05% | 0.07% | 0.15% | Q3 2020 | Q4 2022 | 10 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 4 | 0.03% | 0.06% | 0.12% | Q1 2015 | Q4 2017 | 10 |
Carmichael Hill & Associates, Inc. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 10 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 10 |
Busey Bank | 10 | 10 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2021 | 10 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.13% | 0.21% | 0.39% | Q1 2016 | Q4 2022 | 10 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.06% | 0.22% | Q2 2018 | Q3 2023 | 10 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q2 2023 | 10 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.09% | 0.27% | 0.69% | Q2 2014 | Q3 2019 | 10 |
Manchester Capital Management LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 10 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 1 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 10 |
RELIANCE TRUST CO OF DELAWARE | 6 | 4 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q1 2019 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CAPITAL GUARDIAN TRUST CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2017 | 10 |
Annapolis Financial Services, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Rampart Investment Management Company, LLC | 9 | 9 | 0.03% | 0.04% | 0.08% | Q3 2018 | Q3 2020 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
First Trust Direct Indexing L.P. | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
McClarren Financial Advisors, Inc. | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
OMERS ADMINISTRATION Corp | 4 | 1 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q3 2019 | 9 |
ADIRONDACK TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 9 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Employees Retirement System of Texas | 9 | 9 | 0.03% | 0.08% | 0.13% | Q2 2017 | Q2 2019 | 9 |
Stone Ridge Asset Management LLC | 9 | 9 | 0.09% | 0.13% | 0.32% | Q4 2017 | Q4 2019 | 9 |
Blume Capital Management, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Psagot Value Holdings Ltd. | 9 | 9 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q3 2021 | 9 |
MUFG Securities EMEA plc | 4 | 2 | 0.00% | 0.04% | 0.19% | Q2 2018 | Q3 2021 | 9 |
Capital Advisors, Ltd. LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Freedom Day Solutions, LLC | 9 | 9 | 1.36% | 1.72% | 1.99% | Q4 2017 | Q4 2019 | 9 |
Artisan Partners Limited Partnership | 5 | 4 | 0.11% | 0.23% | 0.37% | Q2 2013 | Q4 2019 | 9 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 3 | 0.00% | 0.07% | 0.19% | Q1 2018 | Q4 2021 | 9 |
Granite Investment Advisors, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q4 2019 | 9 |
JONES FINANCIAL COMPANIES LLLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 9 |
TIAA CREF TRUST CO FSB/MO | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2017 | 9 |
Newfound Research LLC | 9 | 9 | 0.09% | 0.19% | 0.34% | Q3 2020 | Q3 2022 | 9 |
OPSEU Pension Plan Trust Fund | 9 | 9 | 0.09% | 0.16% | 0.34% | Q1 2020 | Q1 2022 | 9 |
Rehmann Capital Advisory Group | 7 | 1 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 9 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2022 | 9 |
EXCHANGE TRADED CONCEPTS, LLC | 7 | 1 | 0.00% | 0.05% | 0.23% | Q4 2019 | Q4 2023 | 9 |
Santa Fe Partners LLC | 9 | 9 | 0.11% | 0.22% | 0.38% | Q4 2013 | Q4 2015 | 9 |
Teza Capital Management LLC | 2 | 1 | 0.06% | 0.31% | 0.61% | Q2 2018 | Q3 2023 | 9 |
DF DENT & CO INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
BANCORPSOUTH INC | 7 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2017 | 9 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2023 | 9 |
Wealthcare Advisory Partners LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
AustralianSuper Pty Ltd | 9 | 9 | 0.06% | 0.18% | 0.30% | Q2 2018 | Q2 2020 | 9 |
CLINTON GROUP INC | 5 | 1 | 0.03% | 0.10% | 0.19% | Q1 2014 | Q2 2018 | 9 |
GOFEN & GLOSSBERG LLC /IL/ | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
HARVEY INVESTMENT CO LLC | 6 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Taikang Asset Management (Hong Kong) Co Ltd | 9 | 9 | 0.01% | 0.27% | 0.41% | Q3 2019 | Q3 2021 | 9 |
JUPITER ASSET MANAGEMENT LTD | 9 | 9 | 0.16% | 0.35% | 0.63% | Q3 2016 | Q3 2018 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 9 |
Legacy Capital Partners, Inc. | 9 | 9 | 0.63% | 0.83% | 1.13% | Q2 2019 | Q2 2021 | 9 |
Ethic Inc. | 9 | 9 | 0.03% | 0.05% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Legacy Advisors, LLC | 7 | 1 | 0.00% | 0.16% | 0.27% | Q1 2017 | Q3 2023 | 8 |
First City Capital Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
DELTA ASSET MANAGEMENT LLC/TN | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Covestor Ltd | 8 | 8 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
WRIGHT INVESTORS SERVICE INC | 8 | 8 | 0.20% | 0.25% | 0.29% | Q4 2014 | Q3 2016 | 8 |
Retirement Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 8 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 8 | 8 | 0.13% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
ORSER CAPITAL MANAGEMENT, LLC | 5 | 3 | 0.10% | 1.14% | 2.16% | Q4 2017 | Q4 2021 | 8 |
Calvert Investment Management, Inc. | 6 | 2 | 0.01% | 0.11% | 0.30% | Q4 2014 | Q4 2016 | 8 |
Samalin Investment Counsel, LLC | 7 | 1 | 0.08% | 0.19% | 0.31% | Q4 2019 | Q3 2023 | 8 |
AFFINITY INVESTMENT ADVISORS, LLC | 8 | 8 | 0.26% | 0.38% | 0.56% | Q3 2015 | Q2 2017 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.26% | 0.67% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 8 |
Hutchin Hill Capital, LP | 3 | 1 | 0.01% | 0.06% | 0.17% | Q1 2014 | Q3 2017 | 8 |
FULTON BREAKEFIELD BROENNIMAN LLC | 8 | 8 | 0.56% | 0.86% | 1.01% | Q2 2021 | Q1 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.04% | 0.05% | Q2 2018 | Q1 2020 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Westover Capital Advisors, LLC | 8 | 8 | 0.18% | 0.33% | 0.69% | Q4 2017 | Q3 2019 | 8 |
Clearstead Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Shore Point Advisors, LLC | 8 | 8 | 0.21% | 0.27% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Cerebellum GP, LLC | 5 | 1 | 0.01% | 0.19% | 0.31% | Q1 2018 | Q3 2020 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.24% | 0.27% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Cribstone Capital Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.20% | 0.24% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ZWJ INVESTMENT COUNSEL INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2019 | 8 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2022 | 8 |
BERNZOTT CAPITAL ADVISORS | 8 | 8 | 2.86% | 4.00% | 5.00% | Q2 2013 | Q1 2015 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.30% | 1.01% | 1.99% | Q1 2021 | Q4 2022 | 8 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.01% | 0.06% | 0.18% | Q4 2018 | Q1 2023 | 8 |
Orion Portfolio Solutions, LLC | 5 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.88% | 1.07% | 1.20% | Q4 2019 | Q3 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.32% | 0.38% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.00% | 0.06% | 0.17% | Q2 2018 | Q3 2022 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.15% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 8 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.12% | 0.35% | Q3 2013 | Q3 2020 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.02% | 0.06% | 0.08% | Q1 2016 | Q1 2018 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Castellan Group | 8 | 8 | 0.76% | 1.17% | 1.67% | Q4 2020 | Q3 2022 | 8 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.01% | 0.08% | 0.23% | Q1 2015 | Q1 2023 | 8 |
Lombard Odier Asset Management (Europe) Ltd | 6 | 1 | 0.03% | 0.15% | 0.27% | Q3 2020 | Q3 2023 | 8 |
PARK NATIONAL CORP /OH/ | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2023 | 8 |
Laurel Wealth Advisors, Inc. | 5 | 3 | 0.06% | 0.09% | 0.11% | Q4 2017 | Q4 2022 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q2 2022 | 8 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.03% | 0.15% | 0.42% | Q2 2016 | Q4 2019 | 8 |
Bayesian Capital Management, LP | 3 | 1 | 0.03% | 0.15% | 0.28% | Q2 2017 | Q3 2023 | 8 |
Olympiad Research LP | 3 | 1 | 0.08% | 0.20% | 0.40% | Q4 2019 | Q3 2023 | 8 |
Advocacy Wealth Management Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q2 2019 | 8 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.06% | 0.18% | 0.48% | Q4 2020 | Q3 2023 | 8 |
Global X Management CO LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2018 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.13% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 8 |
KING INVESTMENT ADVISORS INC/TX | 8 | 8 | 0.13% | 0.21% | 0.30% | Q2 2013 | Q1 2015 | 8 |
Covington Investment Advisors Inc. | 8 | 8 | 1.24% | 2.15% | 3.56% | Q1 2020 | Q4 2021 | 8 |
One Wealth Advisors, LLC | 7 | 1 | 0.01% | 0.17% | 0.40% | Q4 2017 | Q4 2022 | 8 |
Connecticut Wealth Management, LLC | 5 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.14% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Brown Advisory Securities, LLC | 8 | 8 | 0.40% | 0.46% | 0.77% | Q4 2019 | Q3 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Benchmark Investment Advisors LLC | 8 | 8 | 0.28% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Capital Investment Counsel, Inc | 6 | 2 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 8 |
DAVENPORT & Co LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2020 | 8 |
ArrowMark Colorado Holdings LLC | 8 | 8 | 0.13% | 0.45% | 0.78% | Q3 2013 | Q2 2015 | 8 |
ROCKLAND TRUST CO | 8 | 8 | 0.01% | 0.23% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Tesco Pension Investment Ltd | 8 | 8 | 1.11% | 1.52% | 1.96% | Q1 2019 | Q4 2020 | 8 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2019 | 8 |
Venturi Wealth Management, LLC | 5 | 3 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 8 |
Value Partners Investments Inc. | 8 | 8 | 0.39% | 0.60% | 0.77% | Q2 2020 | Q1 2022 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 0.90% | 1.11% | 1.67% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.62% | 0.72% | 0.87% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.23% | 0.34% | 0.45% | Q2 2013 | Q1 2015 | 8 |
Zebra Capital Management LLC | 6 | 2 | 0.18% | 0.25% | 0.36% | Q4 2013 | Q2 2019 | 8 |
Harvest Fund Management Co., Ltd | 5 | 2 | 0.01% | 0.04% | 0.18% | Q4 2017 | Q3 2023 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 7 | 0.12% | 0.16% | 0.19% | Q2 2020 | Q4 2021 | 7 |
TPI Fund Managers Ltd | 7 | 7 | 1.11% | 1.50% | 1.96% | Q2 2019 | Q4 2020 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 1.35% | 1.83% | 2.27% | Q1 2022 | Q3 2023 | 7 |
Hirtle Callaghan & Co LLC | 7 | 7 | 0.01% | 0.10% | 0.65% | Q2 2013 | Q4 2014 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
DC Investments Management, LLC | 6 | 1 | 0.12% | 0.30% | 0.42% | Q4 2017 | Q2 2020 | 7 |
PDT Partners, LLC | 3 | 1 | 0.02% | 0.11% | 0.19% | Q3 2013 | Q3 2023 | 7 |
Americana Partners, LLC | 5 | 2 | 0.05% | 0.06% | 0.09% | Q3 2021 | Q2 2023 | 7 |
State of Wyoming | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q3 2023 | 7 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 1 | 0.00% | 0.17% | 0.25% | Q2 2018 | Q1 2021 | 7 |
Krane Funds Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2021 | 7 |
Grove Bank & Trust | 6 | 1 | 0.00% | 0.02% | 0.02% | Q3 2016 | Q3 2023 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 1.06% | 1.25% | 1.41% | Q1 2022 | Q3 2023 | 7 |
Waratah Capital Advisors Ltd. | 4 | 1 | 0.10% | 0.37% | 0.88% | Q1 2015 | Q2 2019 | 7 |
GoalVest Advisory LLC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 7 |
Itau USA Asset Management Inc. | 7 | 7 | 0.07% | 0.20% | 0.31% | Q2 2013 | Q4 2014 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.03% | 0.03% | 0.05% | Q3 2019 | Q1 2021 | 7 |
Carnick & Kubik, LLC | 7 | 7 | 0.44% | 0.73% | 1.27% | Q3 2014 | Q1 2016 | 7 |
Vectors Research Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.08% | 0.28% | Q1 2019 | Q3 2023 | 7 |
ALPHASIMPLEX GROUP, LLC | 7 | 7 | 0.40% | 0.65% | 0.91% | Q2 2020 | Q4 2021 | 7 |
WestEnd Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Stonehearth Capital Management, LLC | 7 | 7 | 0.13% | 0.15% | 0.16% | Q2 2022 | Q4 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Quadrature Capital Ltd | 3 | 1 | 0.02% | 0.08% | 0.30% | Q4 2015 | Q4 2020 | 7 |
Dorsey Wright & Associates | 7 | 7 | 0.21% | 0.59% | 1.09% | Q1 2015 | Q3 2016 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
BRASADA CAPITAL MANAGEMENT, LP | 5 | 2 | 0.01% | 0.30% | 1.10% | Q4 2017 | Q3 2023 | 7 |
Gerstein Fisher | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q3 2016 | 7 |
Integrated Wealth Management | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2015 | Q3 2016 | 7 |
CVA Family Office, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 7 |
LSV ASSET MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
CenterBook Partners LP | 6 | 1 | 0.14% | 0.24% | 0.44% | Q4 2021 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
ADVISORY RESEARCH INC | 4 | 3 | 0.01% | 0.41% | 1.36% | Q1 2018 | Q4 2020 | 7 |
WEALTHFRONT Corp | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 7 |
Bellevue Group AG | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.09% | 0.14% | 0.16% | Q2 2013 | Q4 2014 | 7 |
Arden Trust Co | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q4 2020 | 7 |
Versor Investments LP | 4 | 1 | 0.01% | 0.13% | 0.40% | Q2 2018 | Q2 2021 | 7 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 7 | 7 | 1.20% | 1.36% | 1.47% | Q4 2019 | Q2 2021 | 7 |
CYPRESS CAPITAL MANAGEMENT LLC | 7 | 7 | 0.28% | 0.37% | 0.56% | Q1 2021 | Q3 2022 | 7 |
BHF Kleinwort Benson Group S.A. | 4 | 3 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q1 2016 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 7 | 7 | 0.32% | 0.44% | 0.56% | Q2 2016 | Q4 2017 | 7 |
LORD, ABBETT & CO. LLC | 4 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2016 | 7 |
RATIONAL ADVISORS LLC | 2 | 1 | 0.01% | 0.20% | 0.64% | Q4 2010 | Q3 2020 | 7 |
THOMPSON DAVIS & CO., INC. | 7 | 7 | 0.01% | 0.03% | 0.07% | Q3 2015 | Q1 2017 | 7 |
Walter Public Investments Inc. | 7 | 7 | 3.18% | 3.84% | 4.64% | Q1 2022 | Q3 2023 | 7 |
KANALY TRUST CO | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 7 |
OneDigital Investment Advisors LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
CHASE INVESTMENT COUNSEL CORP | 7 | 7 | 0.59% | 0.79% | 1.04% | Q2 2017 | Q4 2018 | 7 |
Sheaff Brock Investment Advisors, LLC | 7 | 7 | 0.10% | 0.11% | 0.13% | Q2 2018 | Q4 2019 | 7 |
O'Shares Investment Advisers, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q1 2022 | 7 |
Blueshift Asset Management, LLC | 4 | 1 | 0.03% | 0.16% | 0.36% | Q4 2018 | Q3 2022 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.09% | 0.11% | 0.14% | Q2 2018 | Q1 2020 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.02% | 0.05% | 0.17% | Q1 2016 | Q3 2019 | 7 |
Addenda Capital Inc. | 7 | 7 | 0.26% | 0.30% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Hillsdale Investment Management Inc. | 7 | 7 | 0.00% | 0.07% | 0.16% | Q2 2015 | Q4 2016 | 7 |
Osborn Williams & Donohoe LLC | 4 | 3 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q4 2019 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.14% | 0.39% | 1.06% | Q4 2015 | Q1 2021 | 7 |
Covington Capital Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 7 |
Lebenthal Holdings,LLC | 6 | 6 | 0.14% | 0.27% | 0.55% | Q1 2015 | Q2 2016 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Beacon Pointe Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 6 |
Apella Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q4 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q3 2014 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Czech National Bank | 6 | 6 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q4 2023 | 6 |
West Coast Asset Management | 6 | 6 | 6.51% | 7.23% | 8.71% | Q2 2013 | Q3 2014 | 6 |
Strategic Global Advisors, LLC | 6 | 6 | 0.60% | 0.89% | 1.19% | Q4 2014 | Q1 2016 | 6 |
Decatur Capital Management, Inc. | 6 | 6 | 0.77% | 0.83% | 0.94% | Q3 2019 | Q4 2020 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Aspire Private Capital, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
CEERA INVESTMENTS, LLC | 6 | 6 | 1.17% | 1.50% | 1.89% | Q1 2021 | Q2 2022 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Accurate Wealth Management, LLC | 5 | 1 | 0.01% | 0.39% | 0.84% | Q2 2021 | Q4 2022 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 6 |
OPPENHEIMER & CO INC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.24% | 0.40% | Q2 2022 | Q3 2023 | 6 |
C M BIDWELL & ASSOCIATES LTD | 6 | 6 | 0.00% | 0.06% | 0.08% | Q3 2015 | Q4 2016 | 6 |
Karp Capital Management Corp | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2018 | 6 |
Ballentine Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
First National Advisers, LLC | 6 | 6 | 0.33% | 0.44% | 0.64% | Q2 2022 | Q3 2023 | 6 |
NFJ INVESTMENT GROUP, LLC | 6 | 6 | 0.24% | 0.31% | 0.43% | Q1 2021 | Q2 2022 | 6 |
Dakota Wealth Management | 3 | 3 | 0.06% | 0.16% | 0.29% | Q2 2018 | Q4 2019 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Fernwood Investment Management, LLC | 6 | 6 | 0.17% | 0.25% | 0.33% | Q4 2013 | Q1 2015 | 6 |
THB ASSET MANAGEMENT | 6 | 6 | 0.06% | 0.12% | 0.16% | Q4 2013 | Q1 2015 | 6 |
Adirondack Research & Management Inc. | 6 | 6 | 0.39% | 1.08% | 1.36% | Q1 2013 | Q2 2014 | 6 |
HERNDON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2017 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.10% | 0.16% | 0.26% | Q1 2021 | Q2 2022 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Johnson Financial Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
Ativo Capital Management LLC | 6 | 6 | 0.10% | 0.11% | 0.12% | Q4 2013 | Q1 2015 | 6 |
Bollard Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Kiwi Wealth Investments Limited Partnership | 4 | 2 | 0.12% | 0.34% | 0.48% | Q2 2015 | Q4 2019 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Stanley-Laman Group, Ltd. | 6 | 6 | 0.08% | 0.16% | 0.22% | Q2 2016 | Q3 2017 | 6 |
Aurora Investment Counsel | 6 | 6 | 0.74% | 0.96% | 1.24% | Q1 2019 | Q2 2020 | 6 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.01% | 0.08% | 0.45% | Q2 2013 | Q1 2019 | 6 |
Keeley-Teton Advisors, LLC | 6 | 6 | 0.15% | 0.21% | 0.35% | Q1 2017 | Q2 2018 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
SECOR Capital Advisors, LP | 3 | 1 | 0.04% | 0.46% | 0.77% | Q3 2014 | Q3 2018 | 6 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.07% | 0.10% | 0.12% | Q4 2015 | Q1 2017 | 6 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6 | 6 | 0.02% | 0.06% | 0.14% | Q3 2018 | Q4 2019 | 6 |
KINGS POINT CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.02% | 0.11% | 0.32% | Q2 2015 | Q2 2019 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.10% | 0.22% | Q2 2013 | Q4 2014 | 6 |
Princeton Alpha Management LP | 3 | 1 | 0.07% | 0.17% | 0.25% | Q4 2013 | Q1 2017 | 6 |
Enterprise Trust & Investment Co | 6 | 6 | 0.36% | 0.42% | 0.52% | Q1 2021 | Q2 2022 | 6 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.04% | 0.32% | 0.61% | Q3 2018 | Q2 2023 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
OXFORD ASSET MANAGEMENT LLP | 5 | 1 | 0.01% | 0.06% | 0.18% | Q3 2017 | Q1 2019 | 6 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.08% | 0.26% | Q4 2020 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Jupiter Investment Management Ltd | 3 | 1 | 0.00% | 0.04% | 0.08% | Q2 2014 | Q2 2019 | 6 |
DENVER INVESTMENT ADVISORS LLC | 6 | 6 | 0.09% | 0.12% | 0.16% | Q4 2016 | Q1 2018 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
STRYCKER VIEW CAPITAL LLC | 6 | 6 | 0.93% | 7.42% | 12.26% | Q2 2019 | Q3 2020 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Leverage Partners Absolute Return Fund SPC | 6 | 6 | 0.52% | 0.81% | 1.84% | Q4 2020 | Q1 2022 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Nine Chapters Capital Management LLC | 3 | 1 | 0.06% | 0.22% | 0.47% | Q4 2013 | Q2 2015 | 5 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q3 2016 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
VALLEY WEALTH MANAGERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CLEAR STREET MARKETS LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 5 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2020 | 5 |
Covenant Partners, LLC | 4 | 1 | 0.12% | 0.20% | 0.24% | Q1 2019 | Q3 2022 | 5 |
Oribel Capital Management, LP | 2 | 1 | 0.17% | 0.97% | 1.58% | Q4 2016 | Q1 2021 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Quilter Plc | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
TIVERTON ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Waverly Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2017 | 5 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2022 | 5 |
Bridgewater Associates | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
J.W. COLE ADVISORS, INC. | 3 | 2 | 0.03% | 0.12% | 0.43% | Q4 2019 | Q1 2021 | 5 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.06% | 0.11% | 0.22% | Q4 2013 | Q1 2018 | 5 |
NatWest Group plc | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2014 | 5 |
MONTAG A & ASSOCIATES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Lyons Wealth Management, LLC. | 5 | 5 | 1.23% | 1.62% | 2.09% | Q4 2017 | Q4 2018 | 5 |
Dean Capital Management | 4 | 1 | 0.42% | 0.66% | 0.90% | Q1 2020 | Q3 2023 | 5 |
COMERICA SECURITIES,INC. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 5 |
ICON ADVISERS INC/CO | 5 | 5 | 0.08% | 0.16% | 0.20% | Q3 2016 | Q3 2017 | 5 |
Cable Hill Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.04% | 0.19% | Q4 2016 | Q3 2023 | 5 |
USA FINANCIAL FORMULAS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Mount Lucas Management LP | 5 | 5 | 0.01% | 0.28% | 0.42% | Q3 2018 | Q3 2019 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.14% | 0.26% | 0.36% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 5 |
Apollon Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
HB Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Missouri Trust & Investment Co | 5 | 5 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q4 2022 | 5 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2022 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q3 2018 | 5 |
Providence Capital Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Kathleen S. Wright Associates Inc. | 5 | 5 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
TLP GROUP LLC | 2 | 1 | 0.13% | 0.25% | 0.40% | Q4 2015 | Q4 2017 | 5 |
Pasadena Private Wealth, LLC | 5 | 5 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q4 2021 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.00% | 0.08% | 0.19% | Q4 2019 | Q2 2023 | 5 |
Bruderman Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 5 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | 5 | 5 | 0.15% | 0.70% | 1.44% | Q2 2013 | Q2 2014 | 5 |
Eudaimonia Partners, LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.16% | 0.25% | Q4 2018 | Q3 2023 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.10% | 0.20% | 0.30% | Q4 2019 | Q4 2020 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 5 |
Allegis Investment Advisors, LLC | 4 | 1 | 0.01% | 0.27% | 0.42% | Q4 2015 | Q1 2018 | 5 |
PATRON PARTNERS, LLC | 2 | 1 | 0.14% | 0.18% | 0.22% | Q4 2020 | Q2 2023 | 5 |
Zions Bancorporation | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Moloney Securities Asset Management, LLC | 5 | 5 | 0.13% | 0.15% | 0.17% | Q4 2020 | Q4 2021 | 5 |
Legg Mason Asset Management (Japan) Co., Ltd. | 5 | 5 | 0.38% | 0.43% | 0.50% | Q3 2014 | Q3 2015 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2020 | 5 |
BESSEMER SECURITIES LLC | 5 | 5 | 0.11% | 0.14% | 0.16% | Q4 2018 | Q4 2019 | 5 |
Li Winifred I | 5 | 5 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q2 2014 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
New Capital Management LP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q4 2017 | 5 |
DAVIS R M INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Triangle Securities Wealth Management | 5 | 5 | 0.34% | 0.40% | 0.42% | Q1 2020 | Q1 2021 | 5 |
Invictus RG | 2 | 1 | 0.01% | 0.30% | 0.54% | Q4 2015 | Q3 2018 | 5 |
TimeScale Financial, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Axiom Investment Management LLC | 4 | 4 | 0.24% | 0.43% | 0.58% | Q4 2018 | Q3 2019 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
BANQUE PICTET & CIE SA | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Main Street Research LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 4 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 4 |
Fulcrum Asset Management LLP | 4 | 4 | 0.98% | 1.21% | 1.37% | Q1 2021 | Q4 2021 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.42% | 0.43% | 0.45% | Q2 2016 | Q1 2017 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.05% | 0.09% | 0.11% | Q4 2017 | Q3 2018 | 4 |
KAYS FINANCIAL ADVISORY CORP /ADV | 4 | 4 | 0.19% | 0.25% | 0.30% | Q4 2014 | Q3 2015 | 4 |
Junto Capital Management LP | 3 | 1 | 2.51% | 3.31% | 5.01% | Q4 2018 | Q1 2020 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Wealthspire Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 4 |
STONERIDGE INVESTMENT PARTNERS LLC | 3 | 1 | 0.14% | 0.28% | 0.66% | Q2 2014 | Q1 2019 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OSTERWEIS CAPITAL MANAGEMENT INC | 4 | 4 | 0.87% | 1.08% | 1.18% | Q1 2019 | Q4 2019 | 4 |
AIA Group Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Integrated Advisors Network LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Man Investments Ltd | 4 | 4 | 0.02% | 0.12% | 0.34% | Q3 2013 | Q2 2014 | 4 |
Walthausen & Co., LLC | 4 | 4 | 0.04% | 0.24% | 0.37% | Q4 2013 | Q3 2014 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 4 |
Veritas Investment Management (UK) Ltd | 4 | 4 | 3.51% | 3.58% | 3.68% | Q1 2021 | Q4 2021 | 4 |
Kaizen Advisory, LLC | 3 | 1 | 0.02% | 0.20% | 0.73% | Q4 2017 | Q4 2018 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Veritas Investment Management LLP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Choate Investment Advisors | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 4 |
Personal Capital Advisors Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2015 | Q4 2015 | 4 |
Catamount Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
IMPAX ASSET MANAGEMENT LLC | 2 | 2 | 0.02% | 0.11% | 0.22% | Q2 2013 | Q1 2015 | 4 |
Keystone Financial Services | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
CARLSON CAPITAL L P | 4 | 4 | 0.06% | 0.14% | 0.22% | Q4 2014 | Q3 2015 | 4 |
West Family Investments, Inc. | 3 | 1 | 0.08% | 0.10% | 0.11% | Q2 2021 | Q3 2022 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Regal Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
ALLSTATE CORP | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 4 |
BRYN MAWR TRUST Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.14% | 0.24% | 0.31% | Q4 2022 | Q3 2023 | 4 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 1 | 0.02% | 0.08% | 0.14% | Q1 2018 | Q3 2023 | 4 |
Invictus RG Pte. Ltd. | 4 | 4 | 0.03% | 0.14% | 0.43% | Q4 2013 | Q3 2014 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Quantamental Technologies LLC | 1 | 1 | 0.05% | 0.19% | 0.29% | Q4 2018 | Q2 2021 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
DELTA LLOYD NV | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q1 2017 | 4 |
HIGH POINT BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
NEW YORK LIFE TRUST CO | 3 | 1 | 0.00% | 0.09% | 0.19% | Q2 2013 | Q4 2014 | 4 |
SCOUT INVESTMENTS, INC. | 4 | 4 | 0.01% | 0.24% | 0.40% | Q4 2015 | Q3 2016 | 4 |
Pendal Group Ltd | 4 | 4 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q2 2019 | 4 |
Measured Wealth Private Client Group, LLC | 2 | 2 | 0.16% | 0.23% | 0.29% | Q2 2018 | Q2 2019 | 4 |
EP Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Kidder Stephen W | 4 | 4 | 0.15% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
MD Financial Management Inc. | 4 | 4 | 0.04% | 0.07% | 0.08% | Q1 2021 | Q4 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Berger Financial Group, Inc | 4 | 4 | 0.69% | 0.80% | 0.89% | Q1 2021 | Q4 2021 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.29% | 0.31% | 0.33% | Q4 2020 | Q3 2021 | 4 |
Gryphon Financial Partners LLC | 4 | 4 | 0.07% | 0.08% | 0.11% | Q4 2017 | Q3 2018 | 4 |
CITY NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Natixis Investment Managers International | 2 | 1 | 0.05% | 0.46% | 1.55% | Q2 2018 | Q1 2022 | 4 |
NuWave Investment Management, LLC | 2 | 1 | 0.02% | 0.16% | 0.42% | Q3 2020 | Q3 2022 | 4 |
CLEARARC CAPITAL INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q3 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 1.55% | 1.79% | 2.04% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.31% | 0.37% | 0.47% | Q1 2020 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.19% | 0.30% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Standard Family Office LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q3 2022 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 0.33% | 0.37% | 0.39% | Q4 2022 | Q3 2023 | 4 |
G&S Capital LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.29% | 0.38% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Stokes Capital Advisors, LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q2 2021 | Q1 2022 | 4 |
FIRST QUADRANT LLC/CA | 2 | 2 | 0.06% | 0.09% | 0.16% | Q2 2016 | Q4 2017 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Braun-Bostich & Associates Inc. | 4 | 4 | 0.47% | 0.55% | 0.60% | Q4 2020 | Q3 2021 | 4 |
Pine River Capital Management L.P. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2015 | 4 |
San Luis Wealth Advisors LLC | 2 | 1 | 0.04% | 0.66% | 1.82% | Q3 2021 | Q1 2023 | 4 |
REYNOLDS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.12% | 0.23% | 0.45% | Q4 2013 | Q1 2015 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Key Client Fiduciary Advisors, LLC | 4 | 4 | 0.30% | 0.32% | 0.35% | Q4 2022 | Q3 2023 | 4 |
PALISADE CAPITAL MANAGEMENT, LP | 4 | 4 | 0.01% | 0.14% | 0.26% | Q4 2015 | Q3 2016 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Operose Advisors LLC | 4 | 4 | 0.10% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.95% | 1.11% | 1.22% | Q4 2021 | Q3 2022 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Adero Partners, LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Point72 Asset Management, L.P. | 4 | 4 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q1 2020 | 4 |
Magnus Financial Group LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q2 2020 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Legacy Capital Wealth Partners, LLC | 2 | 1 | 0.15% | 0.18% | 0.21% | Q4 2020 | Q3 2023 | 4 |
HORAN CAPITAL MANAGEMENT | 4 | 4 | 1.42% | 1.83% | 1.99% | Q1 2020 | Q4 2020 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
McElhenny Sheffield Capital Management, LLC | 4 | 4 | 0.29% | 0.34% | 0.39% | Q3 2021 | Q2 2022 | 4 |
J.Safra Asset Management Corp | 4 | 4 | 0.08% | 0.30% | 0.58% | Q4 2015 | Q3 2016 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.16% | 0.23% | 0.28% | Q2 2013 | Q1 2014 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.77% | 1.02% | 1.25% | Q4 2014 | Q3 2015 | 4 |
Horizon Kinetics | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 4 |
GAMCO INVESTORS, INC. ET AL | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2020 | 4 |
Nilsine Partners, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
SRB CORP | 3 | 3 | 0.06% | 0.10% | 0.12% | Q4 2020 | Q2 2021 | 3 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.50% | 0.77% | 0.92% | Q4 2021 | Q2 2022 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 3 |
McAdams Wright Ragen, Inc. | 3 | 3 | 0.19% | 0.35% | 0.45% | Q1 2014 | Q3 2014 | 3 |
CI Global Investments Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Espalier Global Management LLC | 3 | 3 | 0.75% | 0.99% | 1.18% | Q2 2013 | Q4 2013 | 3 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.01% | 0.08% | 0.14% | Q3 2019 | Q2 2020 | 3 |
Price Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
SAC Capital Advisors LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2016 | Q4 2016 | 3 |
ATLAS CAPITAL ADVISORS LLC | 2 | 1 | 0.01% | 0.04% | 0.11% | Q3 2018 | Q2 2021 | 3 |
Capital International Investors | 3 | 3 | 0.10% | 0.14% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Airain ltd | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q2 2017 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
COMERICA SECURITIES INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q1 2018 | 3 |
LMR Partners LLP | 3 | 3 | 0.12% | 0.38% | 0.52% | Q3 2015 | Q1 2016 | 3 |
Index Management Solutions, LLC | 3 | 3 | 0.02% | 0.05% | 0.07% | Q1 2014 | Q3 2014 | 3 |
Sustainable Insight Capital Management, LLC | 2 | 1 | 0.18% | 0.31% | 0.42% | Q4 2020 | Q4 2022 | 3 |
Alpha Cubed Investments, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2018 | Q1 2019 | 3 |
Tuttle Capital Management, LLC | 1 | 1 | 0.12% | 0.56% | 1.08% | Q1 2019 | Q2 2021 | 3 |
Cornerstone Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Fort Point Capital Partners LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Select Equity Group, L.P. | 3 | 3 | 0.12% | 0.21% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Riverview Trust Co | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Crosspoint Capital Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Full Value Advisors, LLC | 3 | 3 | 0.42% | 1.13% | 1.48% | Q2 2007 | Q4 2007 | 3 |
WINDACRE PARTNERSHIP LLC | 3 | 3 | 5.94% | 8.71% | 11.79% | Q4 2014 | Q2 2015 | 3 |
Vantage Investment Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 3 |
Fusion Investment Group, LLC | 3 | 3 | 0.07% | 0.10% | 0.16% | Q1 2014 | Q3 2014 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 3 |
Allen Capital Group, LLC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2016 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
FinTrust Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 3 |
BRIGHTON JONES LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 3 | 3 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q1 2019 | 3 |
HighVista Strategies LLC | 2 | 1 | 0.28% | 0.36% | 0.46% | Q2 2018 | Q1 2019 | 3 |
Sunriver Management LLC | 3 | 3 | 4.37% | 5.26% | 6.54% | Q4 2019 | Q2 2020 | 3 |
Capital Asset Advisory Services LLC | 2 | 1 | 0.02% | 0.09% | 0.14% | Q4 2019 | Q4 2020 | 3 |
Opus Capital Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2015 | Q2 2016 | 3 |
Skye Global Management LP | 2 | 1 | 0.04% | 0.09% | 0.14% | Q2 2019 | Q1 2020 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Mutual Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Lunia Capital LP | 3 | 3 | 3.13% | 3.61% | 3.85% | Q2 2020 | Q4 2020 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 3 |
GQ Asset Management, LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q3 2019 | Q1 2020 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q1 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
Pinnacle Wealth Planning Services, Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 3 |
Quadrant Private Wealth Management, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Neo Ivy Capital Management | 1 | 1 | 0.02% | 0.23% | 0.41% | Q2 2019 | Q3 2022 | 3 |
IFG Advisory, LLC | 2 | 1 | 0.02% | 0.04% | 0.04% | Q2 2018 | Q3 2023 | 3 |
Aries Wealth Management | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Foresight Wealth Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
6 Meridian | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q2 2021 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2021 | 3 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q1 2019 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.11% | 0.12% | 0.15% | Q4 2017 | Q2 2018 | 3 |
Oak Thistle LLC | 2 | 1 | 0.12% | 0.62% | 1.51% | Q4 2022 | Q3 2023 | 3 |
ALGERT GLOBAL LLC | 2 | 1 | 0.01% | 0.16% | 0.28% | Q3 2013 | Q3 2023 | 3 |
Claro Advisors LLC | 2 | 1 | 0.05% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 3 |
Kozak & Associates, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.04% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Bay Harbor Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.05% | 0.28% | 0.52% | Q1 2020 | Q4 2022 | 3 |
Bremer Bank National Association | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2019 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 3 | 0.07% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
FINANCIAL COUNSELORS INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 3 |
tru Independence LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Sound Financial Strategies Group, LLC | 3 | 3 | 0.31% | 0.34% | 0.36% | Q2 2021 | Q4 2021 | 3 |
Cascadia Advisory Services, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2021 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Cadent Capital Advisors, LLC | 2 | 1 | 0.11% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.06% | 0.29% | 0.71% | Q4 2021 | Q4 2022 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Truadvice, LLC | 3 | 3 | 0.10% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.08% | 0.36% | 0.62% | Q4 2021 | Q2 2022 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.04% | 0.10% | 0.18% | Q2 2021 | Q2 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
XTX Topco Ltd | 2 | 1 | 0.07% | 0.12% | 0.20% | Q3 2021 | Q4 2022 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
E Fund Management Co., Ltd. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 3 |
Kensington Investment Counsel, LLC | 3 | 3 | 0.62% | 0.76% | 0.94% | Q1 2023 | Q3 2023 | 3 |
Freedman Financial Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Continuum Advisory, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
Capital Group Private Client Services, Inc. | 3 | 3 | 0.03% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.00% | 0.67% | 1.31% | Q1 2021 | Q3 2021 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Wedmont Private Capital | 2 | 1 | 0.02% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fund Management at Engine No. 1 LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Forza Wealth Management, LLC | 3 | 3 | 0.43% | 0.48% | 0.53% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 3 | 3 | 0.25% | 0.32% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Linden Thomas Advisory Services, LLC | 3 | 3 | 0.28% | 0.31% | 0.32% | Q4 2022 | Q2 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.20% | 0.28% | 0.40% | Q1 2023 | Q3 2023 | 3 |
RAMSEY QUANTITATIVE SYSTEMS | 3 | 3 | 0.48% | 0.64% | 0.82% | Q3 2016 | Q1 2017 | 3 |
BURKE & HERBERT BANK & TRUST CO | 3 | 3 | 0.13% | 0.13% | 0.14% | Q2 2021 | Q4 2021 | 3 |
Power Corp of Canada | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 3 |
Brandywine Global Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
GABELLI FUNDS LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2018 | 3 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 3 | 3 | 0.03% | 0.05% | 0.06% | Q3 2014 | Q1 2015 | 3 |
TWIN CAPITAL MANAGEMENT INC | 2 | 1 | 0.05% | 0.08% | 0.13% | Q2 2016 | Q4 2018 | 3 |
Capital International, Inc./CA/ | 3 | 3 | 0.02% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
NIPPON LIFE INSURANCE CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
StoneX Group Inc. | 2 | 1 | 0.59% | 1.13% | 1.57% | Q3 2016 | Q2 2017 | 3 |
ABNER HERRMAN & BROCK LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q1 2023 | 3 |
CONNABLE OFFICE INC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2014 | 3 |
BAR HARBOR WEALTH MANAGEMENT | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2019 | 3 |
FARR MILLER & WASHINGTON LLC/DC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
KOCH INDUSTRIES INC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q3 2017 | Q1 2018 | 3 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 3 |
TOEWS CORP /ADV | 1 | 1 | 0.05% | 0.14% | 0.30% | Q3 2020 | Q3 2021 | 3 |
MAVERICK CAPITAL LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q4 2019 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Morningstar Investment Services LLC | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Holistic Financial Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
HighPoint Advisor Group LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q2 2022 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Caprock Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
AGF MANAGEMENT LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Canton Hathaway, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q1 2021 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.73% | 0.74% | 0.76% | Q2 2018 | Q3 2018 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Claret Asset Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 2 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 2 | 0.15% | 0.30% | 0.45% | Q3 2018 | Q4 2018 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2013 | 2 |
Joel Isaacson & Co., LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2013 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Cadence Bank | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Parkwood LLC | 1 | 1 | 0.05% | 0.07% | 0.10% | Q4 2013 | Q4 2015 | 2 |
Meredith Wealth Planning | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q1 2023 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q1 2021 | 2 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2014 | Q3 2014 | 2 |
Pearl River Capital, LLC | 1 | 1 | 0.06% | 0.11% | 0.16% | Q4 2019 | Q2 2021 | 2 |
Prana Capital Management, LP | 1 | 1 | 0.06% | 0.20% | 0.33% | Q4 2022 | Q2 2023 | 2 |
Woodline Partners LP | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
DENALI ADVISORS LLC | 2 | 2 | 0.67% | 0.70% | 0.72% | Q4 2015 | Q1 2016 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 2 |
BFSG, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2018 | Q3 2018 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Johnson Financial Group, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2017 | Q1 2018 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2017 | 2 |
Mizuho Trust & Banking Co., Ltd. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Donoghue Forlines LLC | 1 | 1 | 0.26% | 0.28% | 0.30% | Q2 2019 | Q3 2023 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q2 2018 | 2 |
Parametrica Management Ltd | 2 | 2 | 0.15% | 0.16% | 0.16% | Q3 2017 | Q4 2017 | 2 |
Summit Financial, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Essex Savings Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q4 2019 | 2 |
Phillips Wealth Planners LLC | 2 | 2 | 0.28% | 0.29% | 0.31% | Q2 2023 | Q3 2023 | 2 |
MANA Advisors LLC | 1 | 1 | 1.11% | 1.15% | 1.20% | Q3 2018 | Q3 2019 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.18% | 0.34% | 0.49% | Q1 2016 | Q3 2016 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 2 |
Mizuho Asset Management Co.,Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.00% | 0.06% | 0.12% | Q4 2018 | Q1 2019 | 2 |
Alexandria Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Shinko Asset Management Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q1 2016 | 2 |
TradeLink Global Equity LLC | 1 | 1 | 0.28% | 0.41% | 0.54% | Q3 2013 | Q1 2014 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.15% | 0.30% | Q1 2017 | Q1 2018 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Goldstein Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 2 |
JENNISON ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.56% | 0.57% | 0.58% | Q2 2020 | Q3 2020 | 2 |
Capitolis Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.19% | 0.38% | Q1 2018 | Q3 2023 | 2 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.85% | 0.89% | 0.93% | Q2 2013 | Q3 2013 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.02% | 0.09% | 0.17% | Q4 2015 | Q1 2017 | 2 |
Estate Counselors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Capula Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Kemnay Advisory Services Inc. | 2 | 2 | 0.08% | 0.21% | 0.34% | Q1 2020 | Q2 2020 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Delphi Private Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q1 2020 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.35% | 0.60% | 0.85% | Q2 2020 | Q3 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
CACTI ASSET MANAGEMENT LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2013 | Q3 2013 | 2 |
WealthStone, Inc. | 2 | 2 | 0.00% | 0.07% | 0.14% | Q1 2019 | Q2 2019 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.00% | 0.12% | 0.24% | Q3 2021 | Q4 2022 | 2 |
Premier Fund Managers Ltd | 2 | 2 | 1.10% | 1.27% | 1.45% | Q2 2023 | Q3 2023 | 2 |
Truvestments Capital LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
LBP AM SA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2013 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Petrus Trust Company, LTA | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Signition LP | 2 | 2 | 0.18% | 0.23% | 0.28% | Q2 2018 | Q3 2018 | 2 |
Liontrust Investment Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
FAIRFIELD, BUSH & CO. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Bronson Point Management LLC | 2 | 2 | 0.68% | 1.02% | 1.35% | Q2 2015 | Q3 2015 | 2 |
Banyan Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2014 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
RiverFront Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2022 | Q3 2022 | 2 |
iSAM Funds (UK) Ltd | 2 | 2 | 0.28% | 0.32% | 0.35% | Q2 2023 | Q3 2023 | 2 |
First Affirmative Financial Network | 2 | 2 | 0.25% | 0.26% | 0.27% | Q3 2023 | Q4 2023 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2016 | Q1 2017 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Philadelphia Financial Management of San Francisco, LLC | 2 | 2 | 3.24% | 3.87% | 4.49% | Q1 2020 | Q2 2020 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q2 2021 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
U S GLOBAL INVESTORS INC | 2 | 2 | 0.07% | 0.12% | 0.17% | Q3 2015 | Q4 2015 | 2 |
Caldwell Investment Management Ltd. | 2 | 2 | 0.83% | 1.61% | 2.40% | Q4 2021 | Q1 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ISTHMUS PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MQS Management LLC | 1 | 1 | 0.15% | 0.18% | 0.21% | Q1 2022 | Q3 2022 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Price Capital Management, Inc. | 1 | 1 | 0.45% | 0.74% | 1.03% | Q1 2015 | Q3 2015 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Stevard, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2020 | Q3 2020 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q2 2022 | 2 |
Souders Financial Advisors | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.02% | 7.07% | 14.12% | Q1 2022 | Q1 2023 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q1 2016 | Q2 2017 | 2 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
America First Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.13% | 0.15% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Ruggie Capital Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2020 | Q2 2020 | 2 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Exchange Bank | 2 | 2 | 0.36% | 0.37% | 0.39% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Ceredex Value Advisors LLC | 2 | 2 | 0.82% | 0.88% | 0.93% | Q1 2020 | Q2 2020 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Accretive Wealth Partners, LLC | 2 | 2 | 0.27% | 0.27% | 0.28% | Q2 2021 | Q3 2021 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SMITH ASSET MANAGEMENT GROUP LP | 2 | 2 | 0.27% | 0.29% | 0.30% | Q1 2015 | Q2 2015 | 2 |
Golden State Equity Partners | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
JSF Financial, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q3 2022 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2014 | Q1 2015 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.40% | 0.45% | 0.49% | Q3 2022 | Q4 2022 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 2 | 2 | 0.38% | 0.55% | 0.71% | Q4 2018 | Q1 2019 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2018 | Q4 2019 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q3 2019 | Q4 2019 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
CONNING INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SG3 Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
NIXON PEABODY TRUST CO | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ADVANCE CAPITAL I INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2013 | Q3 2013 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Aquila Investment Management LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2021 | Q4 2021 | 1 |
Trust Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
BSW Wealth Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FJ Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
Aristides Capital LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2019 | Q4 2019 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2014 | Q4 2014 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2013 | Q2 2013 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Kernodle & Katon Asset Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Tradeworx Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2013 | Q4 2013 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Lyon Street Capital, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2021 | Q4 2021 | 1 |
Colonial Trust Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Incline Global Management LLC | 1 | 1 | 2.90% | 2.90% | 2.90% | Q3 2017 | Q3 2017 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Potomac Capital Management, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2014 | Q2 2014 | 1 |
JS Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
AMF Tjanstepension AB | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
UNIVERSITY OF NOTRE DAME DU LAC | 1 | 1 | 2.72% | 2.72% | 2.72% | Q2 2020 | Q2 2020 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
Meritage Group LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BOSTON FAMILY OFFICE LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2015 | Q3 2015 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2019 | Q2 2019 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HALSEY ASSOCIATES INC/CT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Advisor Resource Council | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TrueWealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Sentry Investments Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
EWA, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Astrantus Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2020 | Q4 2020 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
AtonRa Partners | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2020 | Q4 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2021 | Q2 2021 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
General Partner, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Crestline Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Innovative Portfolios | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2021 | Q1 2021 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Boundary Creek Advisors LP | 1 | 1 | 2.07% | 2.07% | 2.07% | Q2 2023 | Q2 2023 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q1 2018 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Noked Israel Ltd | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2019 | Q3 2019 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Amplius Wealth Advisors, 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 |
9258 Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JMAC ENTERPRISES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
LGT Group Foundation | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Seaside Wealth Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Dai-ichi Life Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Apex Capital Management | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2016 | Q1 2016 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Atom Investors LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
DSC Advisors, L.P. | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2013 | Q3 2013 | 1 |
UNIQUE WEALTH, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2016 | Q3 2016 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
SeaBridge Investment Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Ibex Investors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Absolute Return Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Epoch Investment Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | 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 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Willis Investment Counsel | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FOSTER & MOTLEY INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
Diametric Capital, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Parplus Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
DEERE & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2020 | Q2 2020 | 1 |
Noked Capital LTD | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2019 | Q3 2019 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Ullmann Wealth Partners Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Beirne Wealth Consulting Services, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2020 | Q2 2020 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BRC Investment Management LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q1 2015 | Q1 2015 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Findlay Park Partners LLP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
BAILARD, INC. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2015 | Q4 2015 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 1 |
Farmer Steven Patrick | 1 | 1 | 1.80% | 1.80% | 1.80% | Q2 2022 | Q2 2022 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2014 | Q4 2014 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Geller Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Amplify Investments, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q1 2018 | Q1 2018 | 1 |
External links
This page lists all the filers that currently own BROADRIDGE FINL SOLUTIONS IN or have owned BROADRIDGE FINL SOLUTIONS IN in the past.