Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
PEAK6 Investments LLC | 20 | 20 | 0.00% | 0.13% | 0.75% | Q4 2018 | Q3 2023 | 60 |
Parallax Volatility Advisers, L.P. | 20 | 20 | 0.00% | 0.12% | 0.89% | Q4 2018 | Q3 2023 | 59 |
D. E. Shaw & Co., Inc. | 20 | 20 | 0.00% | 0.04% | 0.36% | Q4 2018 | Q3 2023 | 59 |
WOLVERINE TRADING, LLC | 20 | 20 | 0.00% | 0.05% | 0.18% | Q4 2018 | Q3 2023 | 59 |
Citadel Advisors | 20 | 20 | 0.00% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 59 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 20 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 59 |
Walleye Trading LLC | 20 | 20 | 0.00% | 0.07% | 0.73% | Q4 2018 | Q3 2023 | 58 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.04% | 0.22% | Q4 2018 | Q3 2023 | 55 |
CAPSTONE INVESTMENT ADVISORS, LLC | 20 | 20 | 0.00% | 0.07% | 0.45% | Q4 2018 | Q3 2023 | 55 |
CITIGROUP INC | 20 | 20 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 54 |
GOLDMAN SACHS GROUP INC | 20 | 20 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 52 |
MILLENNIUM MANAGEMENT LLC | 20 | 20 | 0.00% | 0.06% | 0.21% | Q4 2018 | Q3 2023 | 52 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 18 | 0.00% | 0.03% | 0.14% | Q2 2019 | Q3 2023 | 51 |
UBS Group AG | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 49 |
JANE STREET GROUP, LLC | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 48 |
Cutler Group LLC / CA | 9 | 1 | 0.00% | 0.04% | 0.44% | Q4 2018 | Q3 2023 | 46 |
BARCLAYS PLC | 20 | 20 | 0.00% | 0.06% | 0.28% | Q4 2018 | Q3 2023 | 42 |
HSBC HOLDINGS PLC | 20 | 20 | 0.00% | 0.07% | 0.24% | Q4 2018 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.03% | 0.11% | Q4 2018 | Q3 2023 | 41 |
BloombergSen Inc. | 20 | 20 | 2.07% | 11.32% | 23.65% | Q4 2018 | Q3 2023 | 40 |
TWO SIGMA SECURITIES, LLC | 20 | 20 | 0.00% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 39 |
NOMURA HOLDINGS INC | 20 | 20 | 0.00% | 0.05% | 0.17% | Q4 2018 | Q3 2023 | 38 |
Jefferies Group LLC | 10 | 1 | 0.00% | 0.10% | 1.07% | Q4 2018 | Q3 2022 | 36 |
M&T BANK CORP | 20 | 20 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 33 |
Verition Fund Management LLC | 20 | 20 | 0.00% | 0.13% | 0.96% | Q4 2018 | Q3 2023 | 32 |
Paloma Partners Management Co | 11 | 8 | 0.00% | 0.09% | 0.34% | Q4 2018 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.10% | 0.32% | Q1 2016 | Q4 2023 | 32 |
CREDIT SUISSE AG/ | 20 | 20 | 0.00% | 0.07% | 0.19% | Q4 2018 | Q3 2023 | 31 |
HAP Trading, LLC | 11 | 1 | 0.00% | 0.65% | 3.08% | Q4 2018 | Q3 2022 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.07% | 0.22% | 0.38% | Q1 2016 | Q3 2023 | 31 |
Squarepoint Ops LLC | 7 | 4 | 0.00% | 0.08% | 0.30% | Q1 2019 | Q3 2023 | 30 |
TWO SIGMA INVESTMENTS, LP | 10 | 1 | 0.00% | 0.04% | 0.48% | Q4 2018 | Q3 2023 | 30 |
BANK OF MONTREAL /CAN/ | 16 | 2 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q3 2023 | 29 |
Centiva Capital, LP | 6 | 4 | 0.01% | 0.04% | 0.12% | Q3 2019 | Q3 2023 | 29 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 28 |
Laurion Capital Management LP | 7 | 1 | 0.00% | 0.14% | 0.55% | Q4 2018 | Q1 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.03% | 0.20% | Q1 2016 | Q4 2022 | 28 |
Glenview Capital Management | 20 | 20 | 0.46% | 6.24% | 13.69% | Q4 2018 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 28 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 1 | 0.00% | 0.10% | 0.31% | Q4 2018 | Q3 2023 | 27 |
Cubist Systematic Strategies, LLC | 20 | 20 | 0.00% | 0.11% | 0.44% | Q4 2018 | Q3 2023 | 26 |
BRYN MAWR TRUST Co | 25 | 25 | 0.02% | 0.07% | 0.11% | Q3 2017 | Q3 2023 | 25 |
Point72 Hong Kong Ltd | 8 | 4 | 0.00% | 0.11% | 0.65% | Q4 2018 | Q3 2022 | 25 |
TUDOR INVESTMENT CORP ET AL | 10 | 1 | 0.01% | 0.05% | 0.22% | Q4 2019 | Q3 2023 | 24 |
HighTower Advisors, LLC | 20 | 20 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 23 |
Twin Tree Management, LP | 11 | 1 | 0.00% | 0.11% | 0.50% | Q4 2018 | Q2 2022 | 23 |
Hartford Financial Management Inc. | 20 | 20 | 0.15% | 0.29% | 0.51% | Q4 2018 | Q3 2023 | 23 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.09% | 0.34% | Q1 2019 | Q3 2023 | 22 |
DEUTSCHE BANK AG\ | 20 | 20 | 0.00% | 0.17% | 0.28% | Q4 2018 | Q3 2023 | 22 |
Creative Planning | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 22 |
Avestar Capital, LLC | 20 | 20 | 0.04% | 0.18% | 0.51% | Q4 2018 | Q3 2023 | 22 |
Versant Capital Management, Inc | 21 | 21 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q4 2023 | 21 |
M&R CAPITAL MANAGEMENT INC | 21 | 21 | 0.13% | 0.18% | 0.26% | Q4 2018 | Q4 2023 | 21 |
Valeo Financial Advisors, LLC | 20 | 20 | 0.00% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 21 |
NEVILLE RODIE & SHAW INC | 21 | 21 | 0.08% | 0.11% | 0.16% | Q4 2018 | Q4 2023 | 21 |
OPTIMUM INVESTMENT ADVISORS | 21 | 21 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q4 2023 | 21 |
BlackRock Inc. | 20 | 20 | 0.00% | 0.19% | 0.28% | Q4 2018 | Q3 2023 | 21 |
PARK NATIONAL CORP /OH/ | 21 | 21 | 0.02% | 0.07% | 0.13% | Q4 2018 | Q4 2023 | 21 |
Somerset Trust Co | 21 | 21 | 0.23% | 0.34% | 0.69% | Q4 2018 | Q4 2023 | 21 |
FULTON BANK, N.A. | 21 | 21 | 0.03% | 0.06% | 0.13% | Q4 2018 | Q4 2023 | 21 |
Nuveen Asset Management, LLC | 20 | 20 | 0.00% | 0.28% | 0.54% | Q4 2018 | Q3 2023 | 21 |
TRUST CO OF TOLEDO NA /OH/ | 21 | 21 | 0.04% | 0.08% | 0.21% | Q4 2018 | Q4 2023 | 21 |
DnB Asset Management AS | 21 | 21 | 0.10% | 0.45% | 1.57% | Q4 2018 | Q4 2023 | 21 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 21 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 21 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 20 | 20 | 0.02% | 0.11% | 0.34% | Q4 2018 | Q3 2023 | 20 |
MORGAN STANLEY | 20 | 20 | 0.04% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 20 |
PROFESSIONAL ADVISORY SERVICES INC | 20 | 20 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 20 |
VOYA INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.05% | 0.15% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Asset Management One Co., Ltd. | 20 | 20 | 0.12% | 0.16% | 0.28% | Q4 2018 | Q3 2023 | 20 |
DAVENPORT & Co LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 20 | 20 | 0.11% | 0.17% | 0.25% | Q4 2018 | Q3 2023 | 20 |
TRILLIUM ASSET MANAGEMENT, LLC | 20 | 20 | 0.02% | 0.33% | 1.41% | Q4 2018 | Q3 2023 | 20 |
GREAT LAKES ADVISORS, LLC | 20 | 20 | 0.00% | 0.05% | 0.54% | Q4 2018 | Q3 2023 | 20 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
BRUNI J V & CO /CO | 20 | 20 | 2.17% | 3.81% | 5.20% | Q4 2018 | Q3 2023 | 20 |
HOWLAND CAPITAL MANAGEMENT LLC | 20 | 20 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
PANAGORA ASSET MANAGEMENT INC | 20 | 20 | 0.01% | 0.12% | 0.41% | Q4 2018 | Q3 2023 | 20 |
D.A. DAVIDSON & CO. | 20 | 20 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
AR ASSET MANAGEMENT INC | 20 | 20 | 0.32% | 0.41% | 0.56% | Q4 2018 | Q3 2023 | 20 |
BAHL & GAYNOR INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Selway Asset Management | 20 | 20 | 1.53% | 2.70% | 4.03% | Q4 2018 | Q3 2023 | 20 |
COLONY GROUP LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 20 | 20 | 0.16% | 0.21% | 0.30% | Q4 2018 | Q3 2023 | 20 |
GABELLI FUNDS LLC | 20 | 20 | 0.10% | 0.18% | 0.23% | Q4 2018 | Q3 2023 | 20 |
BLACKHILL CAPITAL INC | 20 | 20 | 0.43% | 0.67% | 0.94% | Q4 2018 | Q3 2023 | 20 |
Jacobi Capital Management LLC | 20 | 20 | 0.02% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Private Advisor Group, LLC | 20 | 20 | 0.02% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Kentucky Retirement Systems Insurance Trust Fund | 20 | 20 | 0.19% | 0.25% | 0.36% | Q4 2018 | Q3 2023 | 20 |
JFS WEALTH ADVISORS, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Financial Management Professionals, Inc. | 20 | 20 | 0.03% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Swiss National Bank | 20 | 20 | 0.17% | 0.23% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Alpha Cubed Investments, LLC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
W.G. Shaheen & Associates DBA Whitney & Co | 20 | 20 | 0.96% | 1.55% | 2.64% | Q4 2018 | Q3 2023 | 20 |
Advisory Services Network, LLC | 20 | 20 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Empirical Finance, LLC | 16 | 1 | 0.06% | 0.23% | 0.72% | Q1 2018 | Q3 2023 | 20 |
SUMITOMO LIFE INSURANCE CO | 20 | 20 | 0.04% | 0.12% | 0.32% | Q4 2018 | Q3 2023 | 20 |
JNBA Financial Advisors | 20 | 20 | 0.02% | 0.06% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Lipe & Dalton | 20 | 20 | 0.66% | 1.00% | 1.85% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.14% | 0.26% | 0.64% | Q4 2018 | Q3 2023 | 20 |
Mirae Asset Global Investments Co., Ltd. | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
NISA INVESTMENT ADVISORS, LLC | 20 | 20 | 0.17% | 0.28% | 0.41% | Q4 2018 | Q3 2023 | 20 |
HERITAGE INVESTORS MANAGEMENT CORP | 20 | 20 | 0.07% | 0.13% | 0.21% | Q4 2018 | Q3 2023 | 20 |
STATE STREET CORP | 20 | 20 | 0.16% | 0.21% | 0.28% | Q4 2018 | Q3 2023 | 20 |
CORTLAND ASSOCIATES INC/MO | 20 | 20 | 4.96% | 7.52% | 10.53% | Q4 2018 | Q3 2023 | 20 |
BRANDES INVESTMENT PARTNERS, LP | 20 | 20 | 0.89% | 1.90% | 3.42% | Q4 2018 | Q3 2023 | 20 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 20 | 20 | 0.06% | 0.46% | 0.82% | Q4 2018 | Q3 2023 | 20 |
EDMP, INC. | 20 | 20 | 0.61% | 1.06% | 1.60% | Q4 2018 | Q3 2023 | 20 |
WEATHERLY ASSET MANAGEMENT L. P. | 20 | 20 | 0.04% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 20 |
NATIXIS ADVISORS, L.P. | 20 | 20 | 0.12% | 0.26% | 0.46% | Q4 2018 | Q3 2023 | 20 |
PARSONS CAPITAL MANAGEMENT INC/RI | 20 | 20 | 0.03% | 0.06% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Smithfield Trust Co | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
UMB Bank, n.a. | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
DUNCKER STREETT & CO INC | 20 | 20 | 0.11% | 0.16% | 0.24% | Q4 2018 | Q3 2023 | 20 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
CIBC Asset Management Inc | 20 | 20 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
ENTERPRISE FINANCIAL SERVICES CORP | 20 | 20 | 0.03% | 0.10% | 0.30% | Q4 2018 | Q3 2023 | 20 |
PZENA INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.35% | 0.51% | 0.81% | Q4 2018 | Q3 2023 | 20 |
Roof Eidam Maycock Peralta, LLC | 20 | 20 | 0.16% | 0.27% | 0.40% | Q4 2018 | Q3 2023 | 20 |
VANGUARD GROUP INC | 20 | 20 | 0.13% | 0.18% | 0.24% | Q4 2018 | Q3 2023 | 20 |
FUKOKU MUTUAL LIFE INSURANCE Co | 20 | 20 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 20 | 20 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
VALLEY WEALTH MANAGERS, INC. | 20 | 20 | 1.30% | 1.60% | 2.19% | Q4 2018 | Q3 2023 | 20 |
SECURIAN ASSET MANAGEMENT, INC | 20 | 20 | 0.12% | 0.16% | 0.24% | Q4 2018 | Q3 2023 | 20 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 20 | 20 | 0.38% | 1.13% | 2.04% | Q4 2018 | Q3 2023 | 20 |
DAVIS SELECTED ADVISERS | 20 | 20 | 0.08% | 2.00% | 6.11% | Q4 2018 | Q3 2023 | 20 |
HARTFORD INVESTMENT MANAGEMENT CO | 20 | 20 | 0.20% | 0.26% | 0.39% | Q4 2018 | Q3 2023 | 20 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 20 | 20 | 0.03% | 0.06% | 0.13% | Q4 2018 | Q3 2023 | 20 |
TRUIST FINANCIAL CORP | 20 | 20 | 0.03% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
VICTORY CAPITAL MANAGEMENT INC | 20 | 20 | 0.01% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 20 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 20 | 20 | 0.10% | 0.14% | 0.21% | Q4 2018 | Q3 2023 | 20 |
INGALLS & SNYDER LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
WELCH CAPITAL PARTNERS LLC/NY | 20 | 20 | 0.09% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 20 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 20 | 20 | 0.10% | 0.20% | 0.33% | Q4 2018 | Q3 2023 | 20 |
AMALGAMATED BANK | 20 | 20 | 0.15% | 0.19% | 0.26% | Q4 2018 | Q3 2023 | 20 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 20 | 20 | 0.11% | 0.17% | 0.36% | Q4 2018 | Q3 2023 | 20 |
ACADIAN ASSET MANAGEMENT LLC | 20 | 20 | 0.08% | 0.28% | 0.86% | Q4 2018 | Q3 2023 | 20 |
Invesco Ltd. | 20 | 20 | 0.05% | 0.14% | 0.25% | Q4 2018 | Q3 2023 | 20 |
LSV ASSET MANAGEMENT | 20 | 20 | 0.00% | 0.20% | 0.48% | Q4 2018 | Q3 2023 | 20 |
PEAPACK GLADSTONE FINANCIAL CORP | 20 | 20 | 0.02% | 0.09% | 0.28% | Q4 2018 | Q3 2023 | 20 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 20 | 20 | 0.58% | 0.90% | 1.27% | Q4 2018 | Q3 2023 | 20 |
BOSTON FINANCIAL MANGEMENT LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
BESSEMER GROUP INC | 20 | 20 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.03% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 20 |
WELCH & FORBES LLC | 20 | 20 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
NOMURA ASSET MANAGEMENT CO LTD | 20 | 20 | 0.14% | 0.26% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Ameritas Investment Partners, Inc. | 20 | 20 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 20 |
TD ASSET MANAGEMENT INC | 20 | 20 | 0.04% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 20 |
FEDERATED HERMES, INC. | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
ALLSTATE CORP | 20 | 20 | 0.02% | 0.09% | 0.21% | Q4 2018 | Q3 2023 | 20 |
AXA S.A. | 20 | 20 | 0.07% | 0.11% | 0.19% | Q4 2018 | Q3 2023 | 20 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 20 | 20 | 0.06% | 0.13% | 0.29% | Q4 2018 | Q3 2023 | 20 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
VAN ECK ASSOCIATES CORP | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 20 | 20 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q3 2023 | 20 |
WRIGHT INVESTORS SERVICE INC | 20 | 20 | 0.20% | 0.57% | 1.26% | Q4 2018 | Q3 2023 | 20 |
ROYAL LONDON ASSET MANAGEMENT LTD | 20 | 20 | 0.10% | 0.15% | 0.25% | Q4 2018 | Q3 2023 | 20 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 20 | 20 | 0.16% | 0.21% | 0.29% | Q4 2018 | Q3 2023 | 20 |
UBS ASSET MANAGEMENT AMERICAS INC | 20 | 20 | 0.13% | 0.20% | 0.34% | Q4 2018 | Q3 2023 | 20 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 20 | 20 | 0.01% | 0.06% | 0.22% | Q4 2018 | Q3 2023 | 20 |
FIRST FOUNDATION ADVISORS | 20 | 20 | 0.01% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES TRUST N.A. | 20 | 20 | 0.11% | 0.30% | 0.66% | Q4 2018 | Q3 2023 | 20 |
KEYBANK NATIONAL ASSOCIATION/OH | 20 | 20 | 0.12% | 0.15% | 0.21% | Q4 2018 | Q3 2023 | 20 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 20 | 20 | 0.64% | 0.87% | 1.24% | Q4 2018 | Q3 2023 | 20 |
STATE OF WISCONSIN INVESTMENT BOARD | 20 | 20 | 0.09% | 0.16% | 0.31% | Q4 2018 | Q3 2023 | 20 |
BANYAN CAPITAL MANAGEMENT, INC. | 20 | 20 | 1.08% | 8.17% | 13.23% | Q4 2018 | Q3 2023 | 20 |
Haverford Trust Co | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
OAK ASSOCIATES LTD /OH/ | 20 | 20 | 0.14% | 0.57% | 1.22% | Q4 2018 | Q3 2023 | 20 |
BURKE & HERBERT BANK & TRUST CO | 20 | 20 | 0.75% | 1.00% | 1.28% | Q4 2018 | Q3 2023 | 20 |
OPPENHEIMER & CO INC | 20 | 20 | 0.05% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 20 |
EARNEST PARTNERS LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
MASSMUTUAL TRUST CO FSB/ADV | 16 | 4 | 0.00% | 0.11% | 0.23% | Q4 2018 | Q4 2023 | 20 |
AUXIER ASSET MANAGEMENT | 20 | 20 | 0.68% | 0.99% | 1.47% | Q4 2018 | Q3 2023 | 20 |
STRS OHIO | 20 | 20 | 0.08% | 0.13% | 0.22% | Q4 2018 | Q3 2023 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.14% | 0.25% | 0.40% | Q4 2018 | Q3 2023 | 20 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 20 | 0.25% | 0.36% | 0.59% | Q4 2018 | Q3 2023 | 20 |
CHATHAM CAPITAL GROUP, INC. | 20 | 20 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
KCM INVESTMENT ADVISORS LLC | 20 | 20 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
ALLIANCEBERNSTEIN L.P. | 20 | 20 | 0.08% | 0.16% | 0.40% | Q4 2018 | Q3 2023 | 20 |
NEW YORK STATE COMMON RETIREMENT FUND | 20 | 20 | 0.18% | 0.23% | 0.32% | Q4 2018 | Q3 2023 | 20 |
PHILADELPHIA TRUST CO | 20 | 20 | 0.07% | 0.22% | 0.42% | Q4 2018 | Q3 2023 | 20 |
GATEWAY INVESTMENT ADVISERS LLC | 20 | 20 | 0.05% | 0.16% | 0.43% | Q4 2018 | Q3 2023 | 20 |
MARIETTA INVESTMENT PARTNERS LLC | 20 | 20 | 0.20% | 0.66% | 2.71% | Q4 2018 | Q3 2023 | 20 |
GAMCO INVESTORS, INC. ET AL | 20 | 20 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
CAPITAL COUNSEL LLC/NY | 20 | 20 | 0.08% | 0.26% | 0.93% | Q4 2018 | Q3 2023 | 20 |
RHUMBLINE ADVISERS | 20 | 20 | 0.18% | 0.22% | 0.30% | Q4 2018 | Q3 2023 | 20 |
PRICE T ROWE ASSOCIATES INC /MD/ | 20 | 20 | 0.33% | 0.60% | 0.88% | Q4 2018 | Q3 2023 | 20 |
CONNING INC. | 20 | 20 | 0.02% | 0.35% | 1.49% | Q4 2018 | Q3 2023 | 20 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 20 | 20 | 0.02% | 0.17% | 0.36% | Q4 2018 | Q3 2023 | 20 |
ASSOCIATED BANC-CORP | 20 | 20 | 0.64% | 0.94% | 1.42% | Q4 2018 | Q3 2023 | 20 |
LOGAN CAPITAL MANAGEMENT INC | 20 | 20 | 0.01% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
VALLEY NATIONAL ADVISERS INC | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Legal & General Group Plc | 20 | 20 | 0.16% | 0.22% | 0.31% | Q4 2018 | Q3 2023 | 20 |
FIRST TRUST ADVISORS LP | 20 | 20 | 0.02% | 0.06% | 0.16% | Q4 2018 | Q3 2023 | 20 |
PRINCIPAL FINANCIAL GROUP INC | 20 | 20 | 0.06% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 20 | 20 | 0.10% | 0.15% | 0.21% | Q4 2018 | Q3 2023 | 20 |
CITIZENS FINANCIAL GROUP INC/RI | 20 | 20 | 0.07% | 0.15% | 0.94% | Q4 2018 | Q3 2023 | 20 |
STEPHENS INC /AR/ | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
PROFUND ADVISORS LLC | 20 | 20 | 0.04% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
HANCOCK WHITNEY CORP | 20 | 20 | 0.02% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
AMERICAN CENTURY COMPANIES INC | 20 | 20 | 0.00% | 0.10% | 0.24% | Q4 2018 | Q3 2023 | 20 |
PINNACLE ASSOCIATES LTD | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
MONETARY MANAGEMENT GROUP INC | 20 | 20 | 0.16% | 0.25% | 0.43% | Q4 2018 | Q3 2023 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.23% | 0.70% | 1.48% | Q4 2018 | Q3 2023 | 20 |
NORTHERN TRUST CORP | 20 | 20 | 0.13% | 0.18% | 0.29% | Q4 2018 | Q3 2023 | 20 |
METROPOLITAN LIFE INSURANCE CO/NY | 20 | 20 | 0.12% | 0.18% | 0.26% | Q4 2018 | Q3 2023 | 20 |
TRUST CO OF VERMONT | 20 | 20 | 0.05% | 0.13% | 0.32% | Q4 2018 | Q3 2023 | 20 |
FIRST MANHATTAN CO. LLC. | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
DE BURLO GROUP INC | 20 | 20 | 0.08% | 0.16% | 1.06% | Q4 2018 | Q3 2023 | 20 |
CITY HOLDING CO | 20 | 20 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
HYMAN CHARLES D | 20 | 20 | 0.18% | 0.24% | 0.38% | Q4 2018 | Q3 2023 | 20 |
TRUST CO OF VIRGINIA /VA | 20 | 20 | 0.13% | 0.16% | 0.20% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
PRUDENTIAL FINANCIAL INC | 20 | 20 | 0.14% | 0.28% | 0.45% | Q4 2018 | Q3 2023 | 20 |
WHITTIER TRUST CO | 20 | 20 | 0.04% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 20 |
AVIVA PLC | 20 | 20 | 0.10% | 0.16% | 0.24% | Q4 2018 | Q3 2023 | 20 |
WESTPAC BANKING CORP | 20 | 20 | 0.08% | 0.17% | 0.37% | Q4 2018 | Q3 2023 | 20 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 20 | 20 | 0.02% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
DAVIDSON INVESTMENT ADVISORS | 20 | 20 | 0.76% | 1.07% | 1.49% | Q4 2018 | Q3 2023 | 20 |
FIRST FINANCIAL CORP /IN/ | 20 | 20 | 0.03% | 0.05% | 0.12% | Q4 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 20 | 20 | 0.06% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 20 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 20 | 20 | 0.02% | 0.37% | 1.23% | Q4 2018 | Q3 2023 | 20 |
WEDBUSH SECURITIES INC | 20 | 20 | 0.03% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 20 |
OLD NATIONAL BANCORP /IN/ | 20 | 20 | 0.04% | 0.07% | 0.09% | Q4 2018 | Q3 2023 | 20 |
MML INVESTORS SERVICES, LLC | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
BANK OF NOVA SCOTIA | 20 | 20 | 0.01% | 0.06% | 0.23% | Q4 2018 | Q3 2023 | 20 |
LINCOLN NATIONAL CORP | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
GREENLEAF TRUST | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
CI INVESTMENTS INC. | 20 | 20 | 0.03% | 0.77% | 1.78% | Q4 2018 | Q3 2023 | 20 |
JENNISON ASSOCIATES LLC | 20 | 20 | 0.05% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 20 |
AMERICAN INTERNATIONAL GROUP, INC. | 20 | 20 | 0.07% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 20 |
KANAWHA CAPITAL MANAGEMENT LLC | 20 | 20 | 0.06% | 0.11% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Chesley Taft & Associates LLC | 20 | 20 | 0.08% | 0.14% | 0.21% | Q4 2018 | Q3 2023 | 20 |
CIGNA INVESTMENTS INC /NEW | 20 | 20 | 0.04% | 0.10% | 0.23% | Q4 2018 | Q3 2023 | 20 |
FINANCIAL COUNSELORS INC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 20 | 20 | 0.14% | 0.19% | 0.26% | Q4 2018 | Q3 2023 | 20 |
HUNTINGTON NATIONAL BANK | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
CENTRAL TRUST Co | 20 | 20 | 0.11% | 0.18% | 0.28% | Q4 2018 | Q3 2023 | 20 |
CULLEN/FROST BANKERS, INC. | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
FRANKLIN RESOURCES INC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
FIRST NATIONAL BANK OF OMAHA | 20 | 20 | 0.03% | 0.14% | 0.52% | Q4 2018 | Q3 2023 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.04% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 20 |
1ST SOURCE BANK | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
FIFTH THIRD BANCORP | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
FIDUCIARY TRUST CO | 20 | 20 | 0.07% | 0.11% | 0.21% | Q4 2018 | Q3 2023 | 20 |
DIMENSIONAL FUND ADVISORS LP | 20 | 20 | 0.19% | 0.25% | 0.32% | Q4 2018 | Q3 2023 | 20 |
AQR Capital Management | 20 | 20 | 0.01% | 0.25% | 0.82% | Q4 2018 | Q3 2023 | 20 |
SEI INVESTMENTS CO | 20 | 20 | 0.07% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 20 |
FIL Ltd | 20 | 20 | 0.15% | 0.24% | 0.46% | Q4 2018 | Q3 2023 | 20 |
CENTRAL BANK & TRUST CO | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 20 | 20 | 0.00% | 0.07% | 0.19% | Q4 2018 | Q3 2023 | 20 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 20 | 20 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.22% | 0.34% | 0.54% | Q4 2018 | Q3 2023 | 20 |
LAZARD ASSET MANAGEMENT LLC | 20 | 20 | 0.03% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 20 |
SHELL ASSET MANAGEMENT CO | 20 | 20 | 0.07% | 0.15% | 0.26% | Q4 2018 | Q3 2023 | 20 |
PITCAIRN CO | 20 | 20 | 0.03% | 0.05% | 0.17% | Q4 2018 | Q3 2023 | 20 |
GEODE CAPITAL MANAGEMENT, LLC | 20 | 20 | 0.14% | 0.20% | 0.29% | Q4 2018 | Q3 2023 | 20 |
THRIVENT FINANCIAL FOR LUTHERANS | 20 | 20 | 0.08% | 0.20% | 0.38% | Q4 2018 | Q3 2023 | 20 |
SOMERVILLE KURT F | 20 | 20 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
NORDEA INVESTMENT MANAGEMENT AB | 20 | 20 | 0.93% | 1.41% | 2.08% | Q4 2018 | Q3 2023 | 20 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 20 | 20 | 0.18% | 0.23% | 0.30% | Q4 2018 | Q3 2023 | 20 |
TEXAS PERMANENT SCHOOL FUND CORP | 20 | 20 | 0.13% | 0.18% | 0.26% | Q4 2018 | Q3 2023 | 20 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.04% | 0.15% | 0.31% | Q4 2018 | Q3 2023 | 20 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 20 | 20 | 0.24% | 0.54% | 1.66% | Q4 2018 | Q3 2023 | 20 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 20 | 20 | 0.07% | 0.17% | 0.26% | Q4 2018 | Q3 2023 | 20 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 20 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
LOWE BROCKENBROUGH & CO INC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
OPPENHEIMER ASSET MANAGEMENT INC. | 20 | 20 | 0.06% | 0.12% | 0.21% | Q4 2018 | Q3 2023 | 20 |
JANUS HENDERSON GROUP PLC | 20 | 20 | 0.00% | 0.02% | 0.15% | Q4 2018 | Q3 2023 | 20 |
NATIXIS | 20 | 20 | 0.01% | 0.43% | 1.13% | Q4 2018 | Q3 2023 | 20 |
DODGE & COX | 20 | 20 | 1.75% | 2.43% | 3.04% | Q4 2018 | Q3 2023 | 20 |
JPMORGAN CHASE & CO | 20 | 20 | 0.11% | 0.25% | 0.44% | Q4 2018 | Q3 2023 | 20 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 20 | 20 | 0.57% | 0.85% | 1.13% | Q4 2018 | Q3 2023 | 20 |
PRIVATE TRUST CO NA | 20 | 20 | 0.07% | 0.11% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Laird Norton Wetherby Wealth Management, LLC | 20 | 20 | 0.09% | 0.14% | 0.24% | Q4 2018 | Q3 2023 | 20 |
WOLVERINE ASSET MANAGEMENT LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
GUGGENHEIM CAPITAL LLC | 20 | 20 | 0.03% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 20 |
CANADA PENSION PLAN INVESTMENT BOARD | 20 | 20 | 0.05% | 0.14% | 0.22% | Q4 2018 | Q3 2023 | 20 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 20 | 20 | 0.11% | 0.34% | 0.61% | Q4 2018 | Q3 2023 | 20 |
SYNOVUS FINANCIAL CORP | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Advisors Asset Management, Inc. | 20 | 20 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 20 |
CIBC Private Wealth Group, LLC | 20 | 20 | 0.03% | 0.40% | 0.92% | Q4 2018 | Q3 2023 | 20 |
MOTCO | 20 | 20 | 0.01% | 0.23% | 0.60% | Q4 2018 | Q3 2023 | 20 |
Douglass Winthrop Advisors, LLC | 20 | 20 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Hills Bank & Trust Co | 20 | 20 | 0.06% | 0.11% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Linscomb & Williams, Inc. | 20 | 20 | 0.04% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 20 |
SG Americas Securities, LLC | 20 | 20 | 0.01% | 0.09% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Edgemoor Investment Advisors, Inc. | 20 | 20 | 0.12% | 0.17% | 0.33% | Q4 2018 | Q3 2023 | 20 |
Calamos Advisors LLC | 20 | 20 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
FARMERS TRUST CO | 20 | 20 | 0.08% | 0.10% | 0.14% | Q4 2018 | Q3 2023 | 20 |
TORONTO DOMINION BANK | 20 | 20 | 0.04% | 0.09% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 20 | 20 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Ironwood Investment Counsel, LLC | 20 | 20 | 0.10% | 0.15% | 0.22% | Q4 2018 | Q3 2023 | 20 |
SCOTIA CAPITAL INC. | 20 | 20 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 20 | 20 | 0.06% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 20 |
ASSETMARK, INC | 20 | 20 | 0.00% | 0.07% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Estabrook Capital Management | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
BROWN ADVISORY INC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.03% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.02% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.00% | 0.19% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
ProShare Advisors LLC | 20 | 20 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
BRIGHTON JONES LLC | 20 | 20 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
RENAISSANCE GROUP LLC | 20 | 20 | 0.03% | 0.25% | 1.45% | Q4 2018 | Q3 2023 | 20 |
Geneos Wealth Management Inc. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 20 | 20 | 0.03% | 0.09% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.12% | 0.22% | 0.38% | Q4 2018 | Q3 2023 | 20 |
American Investment Services, Inc. | 20 | 20 | 0.09% | 0.12% | 0.14% | Q4 2018 | Q3 2023 | 20 |
State of Alaska, Department of Revenue | 20 | 20 | 0.10% | 0.15% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Treasurer of the State of North Carolina | 20 | 20 | 0.17% | 0.23% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Ballentine Partners, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.22% | 0.31% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Mount Yale Investment Advisors, LLC | 20 | 20 | 0.06% | 0.13% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Dorsey & Whitney Trust CO LLC | 20 | 20 | 0.03% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 20 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 20 | 20 | 0.16% | 0.21% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Boston Partners | 20 | 20 | 0.79% | 1.15% | 1.59% | Q4 2018 | Q3 2023 | 20 |
Barton Investment Management | 20 | 20 | 0.04% | 0.07% | 0.13% | Q4 2018 | Q3 2023 | 20 |
ClariVest Asset Management LLC | 20 | 20 | 0.00% | 0.31% | 1.44% | Q4 2018 | Q3 2023 | 20 |
GABLES CAPITAL MANAGEMENT INC. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
AMG National Trust Bank | 20 | 20 | 0.02% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 20 |
BLB&B Advisors, LLC | 20 | 20 | 0.04% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Pflug Koory, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BURNEY CO/ | 20 | 20 | 0.09% | 0.14% | 0.36% | Q4 2018 | Q3 2023 | 20 |
American Assets Investment Management, LLC | 20 | 20 | 0.12% | 0.21% | 0.39% | Q4 2018 | Q3 2023 | 20 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 20 | 20 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.02% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Bank of New York Mellon Corp | 20 | 20 | 0.11% | 0.16% | 0.22% | Q4 2018 | Q3 2023 | 20 |
THOMPSON SIEGEL & WALMSLEY LLC | 20 | 20 | 0.22% | 0.29% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Silvant Capital Management LLC | 20 | 20 | 0.14% | 0.35% | 0.59% | Q4 2018 | Q3 2023 | 20 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 20 | 20 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.39% | 0.57% | 0.71% | Q4 2018 | Q3 2023 | 20 |
CX Institutional | 20 | 20 | 0.00% | 0.11% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Choate Investment Advisors | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
LPL Financial LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.01% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Paulson Wealth Management Inc. | 20 | 20 | 0.17% | 0.24% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 20 | 20 | 0.07% | 0.13% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Sound Income Strategies, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
UNIO CAPITAL LLC | 20 | 20 | 3.72% | 6.39% | 7.93% | Q4 2018 | Q3 2023 | 20 |
MACQUARIE GROUP LTD | 20 | 20 | 0.47% | 0.91% | 1.52% | Q4 2018 | Q3 2023 | 20 |
Robeco Institutional Asset Management B.V. | 20 | 20 | 0.08% | 0.19% | 0.46% | Q4 2018 | Q3 2023 | 20 |
CIBC WORLD MARKET INC. | 20 | 20 | 0.01% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 20 |
PUTNAM INVESTMENTS LLC | 20 | 20 | 0.05% | 0.68% | 1.23% | Q4 2018 | Q3 2023 | 20 |
Capital Research Global Investors | 20 | 20 | 0.02% | 0.17% | 0.58% | Q4 2018 | Q3 2023 | 20 |
Capital World Investors | 20 | 20 | 0.15% | 0.60% | 0.93% | Q4 2018 | Q3 2023 | 20 |
Qube Research & Technologies Ltd | 7 | 3 | 0.00% | 0.18% | 0.69% | Q4 2018 | Q3 2023 | 20 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 20 | 20 | 2.42% | 6.54% | 9.69% | Q4 2018 | Q3 2023 | 20 |
Front Row Advisors LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Plante Moran Financial Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 20 | 20 | 0.01% | 0.06% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Sawyer & Company, Inc | 20 | 20 | 0.42% | 0.74% | 1.14% | Q4 2018 | Q3 2023 | 20 |
Belpointe Asset Management LLC | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Ruffer LLP | 20 | 20 | 2.55% | 7.64% | 12.07% | Q4 2018 | Q3 2023 | 20 |
Busey Bank | 20 | 20 | 0.31% | 0.46% | 0.70% | Q4 2018 | Q3 2023 | 20 |
Bogart Wealth, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Beaton Management Co. Inc. | 20 | 20 | 0.31% | 0.41% | 0.56% | Q4 2018 | Q3 2023 | 20 |
APG Asset Management N.V. | 20 | 20 | 0.02% | 0.09% | 0.22% | Q4 2018 | Q3 2023 | 20 |
GAM Holding AG | 20 | 20 | 0.09% | 0.23% | 0.55% | Q4 2018 | Q3 2023 | 20 |
Mechanics Bank Trust Department | 20 | 20 | 0.06% | 0.10% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Korea Investment CORP | 20 | 20 | 0.09% | 0.21% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
McIlrath & Eck, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
IFM Investors Pty Ltd | 20 | 20 | 0.19% | 0.25% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Dai-ichi Life Insurance Company, Ltd | 20 | 20 | 0.04% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 20 |
AE Wealth Management LLC | 20 | 20 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Parkside Financial Bank & Trust | 20 | 20 | 0.07% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 20 |
IHT Wealth Management, LLC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
SIGNATUREFD, LLC | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Aristotle Atlantic Partners, LLC | 20 | 20 | 0.35% | 1.01% | 1.84% | Q4 2018 | Q3 2023 | 20 |
Sandy Spring Bank | 20 | 20 | 0.12% | 0.16% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Cannell & Co. | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Chevy Chase Trust Holdings, LLC | 20 | 20 | 0.15% | 0.20% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Mitsubishi UFJ Trust & Banking Corp | 20 | 20 | 0.15% | 0.24% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Ipswich Investment Management Co., Inc. | 20 | 20 | 0.22% | 0.30% | 0.45% | Q4 2018 | Q3 2023 | 20 |
Neuberger Berman Group LLC | 20 | 20 | 0.17% | 0.30% | 0.55% | Q4 2018 | Q3 2023 | 20 |
BROWN BROTHERS HARRIMAN & CO | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Patriot Financial Group Insurance Agency, LLC | 20 | 20 | 0.05% | 0.11% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Mitsubishi UFJ Asset Management Co., Ltd. | 20 | 20 | 0.14% | 0.17% | 0.22% | Q4 2018 | Q3 2023 | 20 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20 | 20 | 0.01% | 0.06% | 0.37% | Q4 2018 | Q3 2023 | 20 |
PRIO WEALTH LIMITED PARTNERSHIP | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Mutual Advisors, LLC | 20 | 20 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Smith, Graham & Co., Investment Advisors, LP | 20 | 20 | 0.50% | 0.75% | 1.13% | Q4 2018 | Q3 2023 | 20 |
Freestone Capital Holdings, LLC | 20 | 20 | 0.08% | 0.37% | 0.85% | Q4 2018 | Q3 2023 | 20 |
Sumitomo Mitsui Trust Holdings, Inc. | 20 | 20 | 0.14% | 0.21% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Russell Investments Group, Ltd. | 20 | 20 | 0.27% | 0.36% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Morningstar Investment Services LLC | 20 | 20 | 0.07% | 0.13% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Glenview Trust Co | 20 | 20 | 0.09% | 0.12% | 0.16% | Q4 2018 | Q3 2023 | 20 |
OneDigital Investment Advisors LLC | 20 | 20 | 0.00% | 0.08% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Parallel Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Daiwa Securities Group Inc. | 20 | 20 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Connecticut Wealth Management, LLC | 20 | 20 | 0.10% | 0.14% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Focused Wealth Management, Inc | 20 | 20 | 0.03% | 0.05% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Evercore Wealth Management, LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Supplemental Annuity Collective Trust of NJ | 20 | 20 | 0.36% | 0.52% | 0.82% | Q4 2018 | Q3 2023 | 20 |
State of New Jersey Common Pension Fund D | 20 | 20 | 0.12% | 0.20% | 0.37% | Q4 2018 | Q3 2023 | 20 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Sheaff Brock Investment Advisors, LLC | 20 | 20 | 0.02% | 0.10% | 0.62% | Q4 2018 | Q3 2023 | 20 |
Baker Chad R | 20 | 20 | 0.26% | 0.36% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Simplicity Solutions, LLC | 20 | 20 | 0.02% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Meiji Yasuda Asset Management Co Ltd. | 20 | 20 | 0.04% | 0.11% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Clarius Group, LLC | 20 | 20 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Grove Bank & Trust | 20 | 20 | 0.06% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Norinchukin Bank, The | 20 | 20 | 0.08% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 20 |
QUADRANT CAPITAL GROUP LLC | 20 | 20 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Sanders Capital, LLC | 20 | 20 | 3.19% | 4.07% | 6.13% | Q4 2018 | Q3 2023 | 20 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Baird Financial Group, Inc. | 20 | 20 | 0.01% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Fiduciary Group LLC | 20 | 20 | 0.09% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Timber Creek Capital Management LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Carnegie Capital Asset Management, LLC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Glassman Wealth Services | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
CAPTRUST FINANCIAL ADVISORS | 20 | 20 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
SFMG, LLC | 20 | 20 | 0.09% | 0.13% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Man Group plc | 20 | 20 | 0.04% | 0.21% | 0.66% | Q4 2018 | Q3 2023 | 20 |
MV CAPITAL MANAGEMENT, INC. | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
BNP Paribas Asset Management Holding S.A. | 20 | 20 | 0.04% | 0.17% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Community Bank, N.A. | 20 | 20 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Capital Planning Advisors, LLC | 20 | 20 | 0.11% | 0.17% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Clean Yield Group | 20 | 20 | 0.06% | 0.11% | 0.22% | Q4 2018 | Q3 2023 | 20 |
AIMZ Investment Advisors, LLC | 20 | 20 | 1.00% | 1.32% | 1.71% | Q4 2018 | Q3 2023 | 20 |
Ironwood Financial, llc | 20 | 20 | 0.03% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 20 |
MetLife Investment Management, LLC | 20 | 20 | 0.14% | 0.19% | 0.26% | Q4 2018 | Q3 2023 | 20 |
PineBridge Investments, L.P. | 20 | 20 | 0.00% | 0.18% | 0.55% | Q4 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 20 | 20 | 0.05% | 0.08% | 0.18% | Q4 2018 | Q3 2023 | 20 |
COMMERCE BANK | 20 | 20 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
SVB WEALTH LLC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 20 | 20 | 0.00% | 0.09% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Argent Trust Co | 20 | 20 | 0.12% | 0.17% | 0.23% | Q4 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.00% | 0.05% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisors LLC | 20 | 20 | 0.02% | 0.04% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisor Networks LLC | 20 | 20 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Skandinaviska Enskilda Banken AB (publ) | 20 | 20 | 0.01% | 0.16% | 0.55% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.07% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Allianz Asset Management GmbH | 20 | 20 | 0.00% | 0.09% | 0.25% | Q4 2018 | Q3 2023 | 20 |
CHARTWELL INVESTMENT PARTNERS, LLC | 20 | 20 | 0.06% | 0.12% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Tradewinds Capital Management, LLC | 20 | 20 | 0.00% | 0.10% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Partners, LTD. | 20 | 20 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Caprock Group, LLC | 20 | 20 | 0.04% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Grassi Investment Management | 20 | 20 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
National Pension Service | 20 | 20 | 0.19% | 0.25% | 0.33% | Q4 2018 | Q3 2023 | 20 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 20 | 20 | 0.05% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 20 |
EagleClaw Capital Managment, LLC | 20 | 20 | 0.63% | 0.80% | 1.06% | Q4 2018 | Q3 2023 | 20 |
Moors & Cabot, Inc. | 20 | 20 | 0.10% | 0.15% | 0.22% | Q4 2018 | Q3 2023 | 20 |
JGP Global Gestao de Recursos Ltda. | 20 | 20 | 0.12% | 0.30% | 1.74% | Q4 2018 | Q3 2023 | 20 |
Candriam S.C.A. | 20 | 20 | 0.05% | 0.12% | 0.35% | Q4 2018 | Q3 2023 | 20 |
Louisiana State Employees Retirement System | 20 | 20 | 0.10% | 0.15% | 0.22% | Q4 2018 | Q3 2023 | 20 |
FineMark National Bank & Trust | 20 | 20 | 0.04% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Kentucky Retirement Systems | 20 | 20 | 0.19% | 0.25% | 0.34% | Q4 2018 | Q3 2023 | 20 |
South Dakota Investment Council | 20 | 20 | 0.01% | 0.10% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Crossmark Global Holdings, Inc. | 20 | 20 | 0.12% | 0.41% | 0.96% | Q4 2018 | Q3 2023 | 20 |
Private Ocean, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 20 | 20 | 0.18% | 0.23% | 0.31% | Q4 2018 | Q3 2023 | 20 |
CKW FINANCIAL GROUP | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Gradient Investments LLC | 20 | 20 | 0.00% | 0.28% | 0.86% | Q4 2018 | Q3 2023 | 20 |
Rhenman & Partners Asset Management AB | 20 | 20 | 1.52% | 2.40% | 3.47% | Q4 2018 | Q3 2023 | 20 |
Avior Wealth Management, LLC | 20 | 20 | 0.00% | 0.05% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Aviance Capital Partners, LLC | 20 | 20 | 0.29% | 0.68% | 1.32% | Q4 2018 | Q3 2023 | 20 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Plancorp, LLC | 20 | 20 | 0.04% | 0.09% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Tortoise Investment Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Baystate Wealth Management LLC | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Cranbrook Wealth Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 20 | 20 | 0.17% | 0.22% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Livforsakringsbolaget Skandia, Omsesidigt | 20 | 20 | 0.07% | 0.42% | 0.91% | Q4 2018 | Q3 2023 | 20 |
Utah Retirement Systems | 20 | 20 | 0.16% | 0.22% | 0.30% | Q4 2018 | Q3 2023 | 20 |
E&G Advisors, LP | 20 | 20 | 0.11% | 0.18% | 0.50% | Q4 2018 | Q3 2023 | 20 |
Diligent Investors, LLC | 20 | 20 | 0.11% | 0.18% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Checchi Capital Advisers, LLC | 20 | 20 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Waldron Private Wealth LLC | 20 | 20 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Trust Investment Advisors | 20 | 20 | 0.64% | 0.81% | 1.10% | Q4 2018 | Q3 2023 | 20 |
AMF Tjanstepension AB | 20 | 20 | 0.31% | 0.56% | 0.75% | Q4 2018 | Q3 2023 | 20 |
Allworth Financial LP | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Retirement Systems of Alabama | 20 | 20 | 0.12% | 0.24% | 0.36% | Q4 2018 | Q3 2023 | 20 |
ARGA Investment Management, LP | 20 | 20 | 0.03% | 0.38% | 1.70% | Q4 2018 | Q3 2023 | 20 |
Notis-McConarty Edward | 20 | 20 | 0.11% | 0.15% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Capula Management Ltd | 6 | 1 | 0.00% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 20 |
Heritage Wealth Advisors | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Chicago Partners Investment Group LLC | 20 | 20 | 0.05% | 0.08% | 0.14% | Q4 2018 | Q3 2023 | 20 |
First Horizon Advisors, Inc. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
State of Tennessee, Treasury Department | 20 | 20 | 0.04% | 0.22% | 0.61% | Q4 2018 | Q3 2023 | 20 |
Cerity Partners LLC | 20 | 20 | 0.03% | 0.09% | 0.20% | Q4 2018 | Q3 2023 | 20 |
North Star Investment Management Corp. | 17 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
MEYER HANDELMAN CO | 19 | 19 | 0.14% | 0.22% | 0.31% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.01% | 0.19% | 0.27% | Q4 2018 | Q3 2023 | 19 |
Bellevue Group AG | 19 | 19 | 0.20% | 0.75% | 1.47% | Q1 2019 | Q3 2023 | 19 |
SHIKIAR ASSET MANAGEMENT INC | 16 | 3 | 0.09% | 2.17% | 3.95% | Q4 2018 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 17 | 2 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 19 |
Independence Bank of Kentucky | 19 | 19 | 0.03% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Richard Bernstein Advisors LLC | 19 | 19 | 0.02% | 0.12% | 0.27% | Q4 2018 | Q2 2023 | 19 |
Hanson & Doremus Investment Management | 19 | 19 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
MAI Capital Management | 18 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 19 |
SPINNAKER TRUST | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Beacon Pointe Advisors, LLC | 19 | 19 | 0.11% | 0.28% | 0.66% | Q1 2019 | Q3 2023 | 19 |
FRED ALGER MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.13% | 0.72% | Q4 2018 | Q2 2023 | 19 |
OSSIAM | 16 | 3 | 0.01% | 0.20% | 0.95% | Q4 2018 | Q3 2023 | 19 |
COOPERMAN LEON G | 19 | 19 | 4.05% | 6.45% | 12.45% | Q1 2019 | Q3 2023 | 19 |
Aries Wealth Management | 13 | 6 | 0.35% | 0.53% | 0.98% | Q4 2018 | Q3 2023 | 19 |
SHELTON CAPITAL MANAGEMENT | 19 | 19 | 0.01% | 0.07% | 0.19% | Q4 2018 | Q2 2023 | 19 |
Magnetar Financial LLC | 10 | 9 | 0.03% | 0.43% | 1.32% | Q4 2018 | Q3 2023 | 19 |
TELEMUS CAPITAL, LLC | 18 | 1 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 19 |
Bay Harbor Wealth Management, LLC | 10 | 9 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 19 |
Asset Dedication, LLC | 14 | 5 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 19 |
TRUST CO OF OKLAHOMA | 13 | 6 | 0.20% | 0.40% | 0.69% | Q4 2018 | Q3 2023 | 19 |
CHICAGO TRUST Co NA | 12 | 7 | 0.05% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 19 |
BOKF, NA | 10 | 9 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 19 |
ING GROEP NV | 18 | 1 | 0.00% | 0.14% | 0.41% | Q4 2018 | Q3 2023 | 19 |
Cornerstone Wealth Management, LLC | 16 | 3 | 0.03% | 0.07% | 0.20% | Q4 2018 | Q3 2023 | 19 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 14 | 5 | 0.06% | 0.12% | 0.32% | Q4 2018 | Q3 2023 | 19 |
TCI Wealth Advisors, Inc. | 18 | 1 | 0.02% | 0.05% | 0.12% | Q4 2018 | Q3 2023 | 19 |
Premier Fund Managers Ltd | 19 | 19 | 0.02% | 0.83% | 3.18% | Q1 2019 | Q3 2023 | 19 |
MCF Advisors LLC | 12 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 19 |
PRUDENTIAL PLC | 11 | 8 | 0.03% | 0.29% | 0.78% | Q4 2018 | Q3 2023 | 19 |
EXENCIAL WEALTH ADVISORS, LLC | 19 | 19 | 0.02% | 0.11% | 0.20% | Q1 2019 | Q3 2023 | 19 |
abrdn plc | 19 | 19 | 0.06% | 0.11% | 0.21% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Institute for Wealth Management, LLC. | 19 | 19 | 0.14% | 0.19% | 0.29% | Q1 2019 | Q3 2023 | 19 |
SEGALL BRYANT & HAMILL, LLC | 19 | 19 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 19 |
THOMAS WHITE INTERNATIONAL LTD | 19 | 19 | 0.09% | 0.13% | 0.22% | Q4 2018 | Q2 2023 | 19 |
MOODY NATIONAL BANK TRUST DIVISION | 19 | 19 | 0.05% | 0.15% | 0.19% | Q1 2019 | Q3 2023 | 19 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 4 | 0.00% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 19 |
ARROW FINANCIAL CORP | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 19 |
WESBANCO BANK INC | 11 | 8 | 0.05% | 0.14% | 0.27% | Q4 2018 | Q3 2023 | 19 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 6 | 0.10% | 0.15% | 0.22% | Q4 2018 | Q3 2023 | 19 |
Vident Investment Advisory, LLC | 19 | 19 | 0.05% | 0.28% | 0.73% | Q4 2018 | Q2 2023 | 19 |
TWIN CAPITAL MANAGEMENT INC | 19 | 19 | 0.04% | 0.26% | 0.56% | Q1 2019 | Q3 2023 | 19 |
PGGM Investments | 14 | 5 | 0.06% | 0.24% | 0.45% | Q4 2018 | Q3 2023 | 19 |
Broderick Brian C | 12 | 7 | 0.05% | 0.14% | 0.28% | Q4 2018 | Q3 2023 | 19 |
WEBSTER BANK, N. A. | 19 | 19 | 0.13% | 0.17% | 0.25% | Q1 2019 | Q3 2023 | 19 |
Family Firm, Inc. | 12 | 7 | 0.07% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 19 |
King Wealth Management Group | 15 | 4 | 0.06% | 0.23% | 0.50% | Q4 2018 | Q3 2023 | 19 |
EVERENCE CAPITAL MANAGEMENT INC | 19 | 19 | 0.14% | 0.21% | 0.40% | Q1 2019 | Q3 2023 | 19 |
CREDIT AGRICOLE S A | 17 | 17 | 0.00% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 12 | 7 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 19 |
Tekla Capital Management LLC | 19 | 19 | 0.45% | 1.26% | 2.39% | Q4 2018 | Q2 2023 | 19 |
MEEDER ASSET MANAGEMENT INC | 19 | 19 | 0.00% | 0.15% | 0.49% | Q1 2019 | Q3 2023 | 19 |
Founders Capital Management | 13 | 6 | 0.07% | 0.10% | 0.14% | Q4 2018 | Q4 2023 | 19 |
REGIONS FINANCIAL CORP | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
PLIMOTH TRUST CO LLC | 16 | 3 | 0.06% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 19 |
NVWM, LLC | 15 | 4 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 19 |
BerganKDV Wealth Management, LLC | 19 | 19 | 0.01% | 0.10% | 0.25% | Q4 2018 | Q2 2023 | 19 |
RWA WEALTH PARTNERS, LLC | 18 | 1 | 0.01% | 0.06% | 0.17% | Q4 2018 | Q3 2023 | 19 |
Veritable, L.P. | 19 | 19 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q2 2023 | 19 |
Pacer Advisors, Inc. | 14 | 5 | 0.00% | 0.08% | 0.40% | Q4 2018 | Q3 2023 | 19 |
MONETA GROUP INVESTMENT ADVISORS LLC | 14 | 5 | 0.03% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 19 |
INTRUST BANK NA | 16 | 3 | 0.05% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 19 |
First Command Bank | 19 | 19 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q2 2023 | 19 |
FIRST HAWAIIAN BANK | 19 | 19 | 0.02% | 0.10% | 0.23% | Q1 2019 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 19 |
Kingsview Wealth Management, LLC | 13 | 6 | 0.04% | 0.08% | 0.21% | Q4 2018 | Q3 2023 | 19 |
Cetera Investment Advisers | 18 | 1 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 19 |
Endurant Capital Management LP | 10 | 9 | 0.37% | 3.73% | 7.12% | Q4 2018 | Q3 2023 | 19 |
EQUITABLE TRUST CO | 12 | 7 | 0.02% | 0.05% | 0.18% | Q4 2018 | Q3 2023 | 19 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 18 | 1 | 0.08% | 0.16% | 0.27% | Q4 2018 | Q3 2023 | 19 |
MACKENZIE FINANCIAL CORP | 19 | 19 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Rossmore Private Capital | 18 | 1 | 0.09% | 0.12% | 0.19% | Q4 2018 | Q3 2023 | 19 |
COMERICA BANK | 17 | 2 | 0.00% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 19 |
WELLINGTON MANAGEMENT GROUP LLP | 13 | 6 | 0.00% | 0.00% | 0.04% | Q4 2018 | Q3 2023 | 19 |
First Command Financial Services, Inc. | 19 | 19 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q2 2023 | 19 |
PARUS FINANCE (UK) Ltd | 19 | 19 | 0.62% | 1.41% | 3.88% | Q1 2019 | Q3 2023 | 19 |
Atria Investments, Inc | 14 | 5 | 0.02% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 19 |
LOOMIS SAYLES & CO L P | 17 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
KBC Group NV | 17 | 2 | 0.06% | 0.28% | 0.69% | Q4 2018 | Q3 2023 | 19 |
Roundview Capital LLC | 18 | 1 | 0.06% | 0.13% | 0.18% | Q4 2018 | Q3 2023 | 19 |
Kistler-Tiffany Companies, LLC | 19 | 19 | 0.26% | 0.41% | 0.72% | Q4 2018 | Q2 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
SNS Financial Group, LLC | 6 | 2 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 19 |
Endurance Wealth Management, Inc. | 19 | 19 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 19 |
J.P. Morgan Private Wealth Advisors LLC | 18 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 19 |
HOMESTEAD ADVISERS CORP | 18 | 18 | 1.24% | 1.86% | 2.71% | Q2 2019 | Q3 2023 | 18 |
Wellington Shields Capital Management, LLC | 18 | 18 | 0.16% | 0.30% | 0.65% | Q2 2019 | Q3 2023 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Independent Advisor Alliance | 12 | 3 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 18 |
HALL LAURIE J TRUSTEE | 13 | 5 | 1.11% | 1.43% | 2.04% | Q4 2018 | Q3 2023 | 18 |
Columbia Asset Management | 12 | 6 | 0.08% | 0.11% | 0.17% | Q1 2019 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.06% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Gotham Asset Management, LLC | 17 | 1 | 0.02% | 0.19% | 0.65% | Q4 2018 | Q3 2023 | 18 |
EP Wealth Advisors, LLC | 15 | 3 | 0.01% | 0.03% | 0.13% | Q1 2019 | Q3 2023 | 18 |
Assenagon Asset Management S.A. | 14 | 4 | 0.01% | 0.25% | 0.91% | Q1 2019 | Q3 2023 | 18 |
Chicago Capital, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Cutter & CO Brokerage, Inc. | 14 | 1 | 0.06% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 18 |
EADS & HEALD WEALTH MANAGEMENT | 16 | 2 | 0.12% | 0.19% | 0.44% | Q4 2018 | Q3 2023 | 18 |
Hudock, Inc. | 17 | 1 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q2 2023 | 18 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 16 | 1 | 0.02% | 0.05% | 0.19% | Q4 2018 | Q3 2023 | 18 |
BOOTHBAY FUND MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.11% | 0.25% | Q4 2018 | Q3 2023 | 18 |
LEVIN CAPITAL STRATEGIES, L.P. | 15 | 3 | 0.02% | 0.18% | 0.41% | Q1 2019 | Q3 2023 | 18 |
One Capital Management, LLC | 18 | 18 | 0.36% | 0.54% | 0.72% | Q2 2019 | Q3 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 0.37% | 0.49% | 0.69% | Q2 2019 | Q3 2023 | 18 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.03% | 0.11% | Q1 2019 | Q3 2023 | 18 |
BANQUE PICTET & CIE SA | 18 | 18 | 0.01% | 0.08% | 0.27% | Q2 2019 | Q3 2023 | 18 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 17 | 1 | 0.11% | 0.20% | 0.42% | Q1 2019 | Q3 2023 | 18 |
Clearstead Advisors, LLC | 15 | 3 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 18 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 1 | 0.01% | 0.15% | 2.30% | Q4 2018 | Q3 2023 | 18 |
BEACON FINANCIAL GROUP | 17 | 1 | 0.07% | 0.11% | 0.17% | Q4 2018 | Q2 2023 | 18 |
Impax Asset Management Group plc | 9 | 9 | 0.00% | 0.08% | 0.22% | Q1 2019 | Q3 2023 | 18 |
Radnor Capital Management, LLC | 11 | 1 | 0.24% | 0.35% | 0.94% | Q4 2018 | Q3 2023 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.15% | 0.27% | 0.49% | Q2 2019 | Q3 2023 | 18 |
LEE DANNER & BASS INC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
HOWE & RUSLING INC | 9 | 9 | 0.00% | 0.53% | 1.01% | Q4 2018 | Q3 2023 | 18 |
Bartlett & Co. LLC | 16 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2023 | 18 |
PARADIGM ASSET MANAGEMENT CO LLC | 18 | 18 | 0.05% | 0.48% | 0.98% | Q2 2019 | Q3 2023 | 18 |
FIRST INTERSTATE BANK | 10 | 8 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 18 |
Zions Bancorporation, N.A. | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
NewEdge Advisors, LLC | 9 | 3 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 18 |
SouthState Corp | 13 | 5 | 0.01% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 18 |
Mariner, LLC | 12 | 6 | 0.02% | 0.05% | 0.33% | Q4 2018 | Q3 2023 | 18 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.25% | 0.72% | Q2 2019 | Q3 2023 | 18 |
Schonfeld Strategic Advisors LLC | 13 | 5 | 0.01% | 0.15% | 0.43% | Q4 2018 | Q2 2023 | 18 |
TD Capital Management LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.08% | 0.40% | Q4 2018 | Q3 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Ellevest, Inc. | 16 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 17 |
Wealthcare Advisory Partners LLC | 11 | 6 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 17 |
FARMERS & MERCHANTS INVESTMENTS INC | 11 | 6 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
Horizon Investments, LLC | 17 | 17 | 0.01% | 0.12% | 0.92% | Q3 2019 | Q3 2023 | 17 |
Cribstone Capital Management, LLC | 17 | 17 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q4 2022 | 17 |
Trinity Street Asset Management LLP | 17 | 17 | 1.71% | 3.01% | 5.43% | Q3 2019 | Q3 2023 | 17 |
BOENNING & SCATTERGOOD, INC. | 17 | 17 | 0.08% | 0.10% | 0.21% | Q4 2018 | Q4 2022 | 17 |
ExodusPoint Capital Management, LP | 14 | 3 | 0.01% | 0.07% | 0.28% | Q2 2019 | Q3 2023 | 17 |
Wealthspire Advisors, LLC | 16 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 17 |
Pendal Group Ltd | 17 | 17 | 0.01% | 0.02% | 0.16% | Q4 2018 | Q4 2022 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
J. L. Bainbridge & Co., Inc. | 11 | 11 | 0.00% | 1.84% | 4.29% | Q1 2021 | Q3 2023 | 17 |
Abacus Planning Group, Inc. | 14 | 1 | 0.07% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 17 |
Lido Advisors, LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 17 |
Financial Architects, Inc | 7 | 3 | 0.03% | 0.05% | 0.31% | Q4 2018 | Q2 2023 | 17 |
Bedel Financial Consulting, Inc. | 14 | 1 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q2 2023 | 17 |
ISTHMUS PARTNERS, LLC | 17 | 17 | 1.24% | 1.73% | 2.33% | Q4 2018 | Q4 2022 | 17 |
Arete Wealth Advisors, LLC | 16 | 1 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 17 |
Geller Advisors LLC | 17 | 17 | 0.06% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Cubic Asset Management, LLC | 17 | 17 | 0.49% | 0.87% | 1.29% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.12% | 0.29% | 0.58% | Q4 2018 | Q4 2022 | 17 |
Wellington Shields & Co., LLC | 16 | 1 | 0.10% | 0.28% | 0.72% | Q2 2019 | Q3 2023 | 17 |
NORGES BANK | 17 | 17 | 0.07% | 0.19% | 0.27% | Q4 2018 | Q4 2022 | 17 |
GAMBLE JONES INVESTMENT COUNSEL | 17 | 17 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q4 2022 | 17 |
Mork Capital Management, LLC | 17 | 17 | 1.35% | 1.66% | 2.43% | Q3 2019 | Q3 2023 | 17 |
Focused Investors LLC | 17 | 17 | 3.11% | 4.20% | 5.86% | Q3 2019 | Q3 2023 | 17 |
DELTA ASSET MANAGEMENT LLC/TN | 13 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
Penserra Capital Management LLC | 17 | 17 | 0.00% | 0.02% | 0.11% | Q3 2019 | Q3 2023 | 17 |
ROCKLAND TRUST CO | 17 | 17 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Holowesko Partners Ltd. | 16 | 16 | 0.39% | 3.14% | 5.43% | Q4 2019 | Q3 2023 | 17 |
BDO Wealth Advisors, LLC | 10 | 7 | 0.00% | 0.02% | 0.12% | Q4 2018 | Q2 2023 | 17 |
JOHNSON INVESTMENT COUNSEL INC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Portland Global Advisors LLC | 17 | 17 | 0.09% | 0.17% | 0.34% | Q4 2018 | Q4 2022 | 17 |
CRAMER ROSENTHAL MCGLYNN LLC | 9 | 8 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
ATLAS CAPITAL ADVISORS LLC | 12 | 2 | 0.01% | 0.12% | 0.39% | Q4 2018 | Q3 2023 | 17 |
First Personal Financial Services | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
Barbara Oil Co. | 17 | 17 | 0.30% | 0.40% | 0.56% | Q4 2018 | Q4 2022 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 17 |
FORT, L.P. | 11 | 6 | 0.04% | 0.65% | 3.45% | Q4 2018 | Q1 2023 | 17 |
Wharton Business Group, LLC | 9 | 8 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Rafferty Asset Management, LLC | 16 | 1 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.08% | 0.14% | 0.21% | Q3 2019 | Q3 2023 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 0.13% | 0.18% | 0.23% | Q3 2019 | Q3 2023 | 17 |
DUPONT CAPITAL MANAGEMENT CORP | 16 | 1 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q1 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Symmetry Partners, LLC | 15 | 2 | 0.04% | 0.09% | 0.15% | Q4 2018 | Q4 2023 | 17 |
Oakworth Capital, Inc. | 11 | 6 | 0.00% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 17 |
DekaBank Deutsche Girozentrale | 16 | 1 | 0.07% | 0.12% | 0.37% | Q4 2018 | Q3 2023 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.10% | 0.22% | 0.52% | Q3 2019 | Q3 2023 | 17 |
Andra AP-fonden | 12 | 5 | 0.14% | 0.27% | 0.55% | Q1 2019 | Q2 2023 | 17 |
Capstone Financial Advisors, Inc. | 17 | 17 | 0.04% | 0.08% | 0.13% | Q3 2019 | Q3 2023 | 17 |
MARSHALL WACE, LLP | 10 | 7 | 0.00% | 0.30% | 0.95% | Q2 2019 | Q3 2023 | 17 |
Malaga Cove Capital, LLC | 17 | 17 | 0.45% | 0.96% | 1.61% | Q3 2019 | Q3 2023 | 17 |
CENTAURUS FINANCIAL, INC. | 16 | 1 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 17 |
Red Spruce Capital, LLC | 17 | 17 | 1.05% | 1.38% | 1.91% | Q4 2019 | Q4 2023 | 17 |
CORNERCAP INVESTMENT COUNSEL INC | 16 | 1 | 0.03% | 0.25% | 0.54% | Q4 2018 | Q3 2023 | 17 |
COURIER CAPITAL LLC | 14 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2023 | 17 |
GOFEN & GLOSSBERG LLC /IL/ | 17 | 17 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q4 2022 | 17 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.09% | 0.42% | Q4 2018 | Q3 2023 | 17 |
ICON ADVISERS INC/CO | 11 | 6 | 0.34% | 0.63% | 1.05% | Q1 2019 | Q3 2023 | 17 |
Diversified Trust Co | 17 | 17 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q4 2023 | 17 |
Community Capital Management, LLC | 16 | 16 | 0.00% | 1.45% | 2.32% | Q3 2019 | Q2 2023 | 17 |
Regent Investment Management LLC | 17 | 17 | 0.09% | 0.14% | 0.20% | Q4 2018 | Q4 2022 | 17 |
Vestcor Inc | 16 | 16 | 0.04% | 0.13% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Norway Savings Bank | 16 | 16 | 0.35% | 0.48% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Chescapmanager LLC | 13 | 13 | 1.56% | 2.74% | 5.40% | Q4 2018 | Q4 2021 | 16 |
Ethic Inc. | 16 | 16 | 0.24% | 0.34% | 0.51% | Q4 2019 | Q3 2023 | 16 |
CAMBRIDGE TRUST CO | 8 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
COLRAIN CAPITAL LLC | 16 | 16 | 0.55% | 5.02% | 7.84% | Q4 2018 | Q3 2022 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.10% | 0.29% | 0.92% | Q4 2019 | Q3 2023 | 16 |
Cornerstone Advisors, LLC | 16 | 16 | 0.16% | 0.41% | 0.69% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.06% | 0.20% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Dynamic Advisor Solutions LLC | 14 | 1 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 16 |
GRIMES & COMPANY, INC. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CLARK ESTATES INC/NY | 9 | 2 | 0.42% | 0.70% | 1.46% | Q4 2018 | Q3 2023 | 16 |
Alberta Investment Management Corp | 8 | 2 | 0.01% | 0.15% | 0.71% | Q4 2018 | Q3 2023 | 16 |
JUPITER ASSET MANAGEMENT LTD | 12 | 2 | 0.03% | 0.24% | 0.48% | Q4 2018 | Q2 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
HUSSMAN STRATEGIC ADVISORS, INC. | 14 | 2 | 0.01% | 0.46% | 0.89% | Q4 2018 | Q3 2023 | 16 |
BRAVE ASSET MANAGEMENT INC | 12 | 1 | 0.06% | 0.11% | 0.16% | Q4 2018 | Q3 2023 | 16 |
Winthrop Advisory Group LLC | 16 | 16 | 0.07% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Meiji Yasuda Life Insurance Co | 9 | 1 | 0.01% | 0.06% | 0.19% | Q4 2018 | Q3 2023 | 16 |
B. Riley Wealth Advisors, Inc. | 16 | 16 | 0.02% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Foster Victor Wealth Advisors, LLC | 14 | 2 | 0.12% | 0.69% | 1.13% | Q4 2018 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 16 |
BOK Financial Private Wealth, Inc. | 16 | 16 | 0.05% | 0.31% | 0.67% | Q4 2019 | Q3 2023 | 16 |
Princeton Global Asset Management LLC | 16 | 16 | 0.00% | 0.11% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Artisan Partners Limited Partnership | 16 | 16 | 0.04% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 16 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q4 2022 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Maryland Capital Management | 16 | 16 | 0.02% | 0.05% | 0.12% | Q4 2018 | Q3 2022 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.25% | 0.32% | 0.42% | Q4 2019 | Q3 2023 | 16 |
United Asset Strategies, Inc. | 16 | 16 | 0.10% | 1.15% | 1.89% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.44% | 0.65% | 0.88% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Redpoint Investment Management Pty Ltd | 16 | 16 | 0.14% | 0.23% | 0.44% | Q4 2018 | Q3 2022 | 16 |
Carlson Capital Management | 16 | 16 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.15% | 0.24% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Ashfield Capital Partners, LLC | 16 | 16 | 0.02% | 0.03% | 0.08% | Q4 2018 | Q3 2022 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.05% | 0.19% | Q4 2019 | Q3 2023 | 16 |
REGENTATLANTIC CAPITAL LLC | 16 | 16 | 0.19% | 0.32% | 0.63% | Q4 2018 | Q3 2022 | 16 |
COUNTRY TRUST BANK | 12 | 2 | 0.00% | 0.01% | 0.09% | Q4 2018 | Q4 2023 | 16 |
Seven Springs Wealth Group, LLC | 16 | 16 | 20.14% | 23.88% | 29.94% | Q4 2019 | Q3 2023 | 16 |
Archer Investment Corp | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 16 |
American Portfolios Advisors | 16 | 16 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2022 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.60% | 0.83% | 1.12% | Q4 2019 | Q3 2023 | 16 |
ARGI Investment Services, LLC | 16 | 16 | 0.03% | 0.04% | 0.07% | Q1 2019 | Q4 2022 | 16 |
FDx Advisors, Inc. | 10 | 6 | 0.01% | 0.05% | 0.13% | Q4 2018 | Q3 2023 | 16 |
FORSTA AP-FONDEN | 15 | 1 | 0.14% | 0.25% | 0.40% | Q4 2018 | Q3 2023 | 16 |
NBT BANK N A /NY | 8 | 2 | 0.03% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.31% | 0.75% | 1.80% | Q4 2019 | Q3 2023 | 16 |
Sigma Planning Corp | 12 | 2 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 16 |
EVERGREEN CAPITAL MANAGEMENT LLC | 13 | 1 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 16 |
ALLEGHANY CORP /DE | 16 | 16 | 1.47% | 2.94% | 6.24% | Q4 2018 | Q3 2022 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.19% | 0.42% | 0.83% | Q4 2019 | Q3 2023 | 16 |
Solel Partners LP | 16 | 16 | 6.72% | 13.41% | 23.32% | Q4 2019 | Q3 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Capital International Investors | 16 | 16 | 0.11% | 0.27% | 0.49% | Q4 2018 | Q3 2022 | 16 |
Corient Capital Partners, LLC | 16 | 16 | 0.06% | 0.09% | 0.14% | Q4 2018 | Q3 2022 | 16 |
MUFG Americas Holdings Corp | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2022 | 16 |
EATON VANCE MANAGEMENT | 16 | 16 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2022 | 16 |
ROBERTS GLORE & CO INC /IL/ | 13 | 1 | 0.12% | 0.18% | 0.25% | Q4 2018 | Q3 2023 | 16 |
INTACT INVESTMENT MANAGEMENT INC. | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2022 | 16 |
Covington Capital Management | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.02% | 0.19% | 0.63% | Q4 2019 | Q3 2023 | 16 |
STONERIDGE INVESTMENT PARTNERS LLC | 9 | 7 | 0.14% | 1.05% | 2.36% | Q4 2018 | Q1 2023 | 16 |
Convergence Investment Partners, LLC | 14 | 1 | 0.06% | 0.22% | 0.43% | Q4 2018 | Q3 2023 | 16 |
Optas, LLC | 16 | 16 | 0.26% | 0.40% | 0.71% | Q4 2019 | Q3 2023 | 16 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.02% | 0.18% | 0.93% | Q4 2018 | Q3 2023 | 16 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 16 | 16 | 0.04% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.10% | 0.17% | 0.31% | Q4 2019 | Q3 2023 | 16 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Clear Harbor Asset Management, LLC | 15 | 15 | 0.02% | 0.14% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Ifrah Financial Services, Inc. | 8 | 1 | 0.03% | 0.08% | 0.10% | Q4 2018 | Q3 2023 | 15 |
ROPES WEALTH ADVISORS LLC | 9 | 1 | 0.02% | 0.06% | 0.13% | Q4 2018 | Q3 2023 | 15 |
Altium Wealth Management LLC | 15 | 15 | 0.04% | 0.06% | 0.11% | Q4 2018 | Q2 2022 | 15 |
MIDDLETON & CO INC/MA | 15 | 15 | 0.04% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Lee Financial Co | 9 | 6 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 15 | 15 | 0.07% | 0.18% | 0.51% | Q1 2019 | Q3 2022 | 15 |
Highlander Capital Management, LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 15 |
Integrated Wealth Concepts LLC | 14 | 1 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 15 |
Private Capital Group, LLC | 15 | 15 | 0.16% | 0.22% | 0.30% | Q4 2018 | Q2 2022 | 15 |
Steigerwald, Gordon & Koch Inc. | 12 | 1 | 0.03% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 15 |
MGO ONE SEVEN LLC | 11 | 1 | 0.01% | 0.11% | 0.29% | Q4 2018 | Q3 2023 | 15 |
Lingohr Asset Management GmbH | 13 | 2 | 0.81% | 1.33% | 1.84% | Q4 2018 | Q3 2023 | 15 |
USS Investment Management Ltd | 15 | 15 | 0.09% | 0.17% | 0.28% | Q1 2020 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PROSPECTOR PARTNERS LLC | 15 | 15 | 0.62% | 1.12% | 1.83% | Q1 2020 | Q3 2023 | 15 |
Cordasco Financial Network | 15 | 15 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q2 2022 | 15 |
Csenge Advisory Group | 11 | 1 | 0.03% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 15 |
Brandywine Global Investment Management, LLC | 14 | 1 | 0.00% | 0.68% | 1.12% | Q4 2018 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11 | 2 | 0.06% | 0.33% | 1.13% | Q4 2018 | Q3 2023 | 15 |
Caption Management, LLC | 5 | 1 | 0.01% | 0.39% | 3.08% | Q4 2018 | Q3 2023 | 15 |
Heritage Trust Co | 12 | 3 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 15 |
EXANE DERIVATIVES | 15 | 15 | 0.00% | 0.11% | 0.39% | Q4 2018 | Q2 2022 | 15 |
Edgestream Partners, L.P. | 7 | 1 | 0.02% | 0.28% | 2.59% | Q1 2019 | Q3 2023 | 15 |
Achmea Investment Management B.V. | 13 | 2 | 0.19% | 0.42% | 0.58% | Q4 2019 | Q3 2023 | 15 |
Summit X, LLC | 14 | 1 | 0.08% | 0.14% | 0.20% | Q4 2019 | Q3 2023 | 15 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.16% | 0.54% | Q1 2019 | Q3 2023 | 15 |
DOWLING & YAHNKE LLC | 15 | 15 | 0.06% | 0.08% | 0.11% | Q1 2019 | Q3 2022 | 15 |
ADVISOR PARTNERS LLC | 15 | 15 | 0.14% | 0.20% | 0.31% | Q4 2018 | Q2 2022 | 15 |
GROUP ONE TRADING, L.P. | 10 | 1 | 0.00% | 0.05% | 0.38% | Q4 2018 | Q3 2023 | 15 |
Personal Capital Advisors Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 15 |
LOEWS CORP | 15 | 15 | 0.10% | 0.18% | 0.26% | Q4 2018 | Q2 2022 | 15 |
First Bank & Trust | 15 | 15 | 0.00% | 0.02% | 0.17% | Q4 2018 | Q2 2022 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.09% | 0.11% | 0.15% | Q1 2020 | Q3 2023 | 15 |
SIMON QUICK ADVISORS, LLC | 11 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 7 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.16% | 0.20% | 0.27% | Q1 2020 | Q3 2023 | 15 |
Frontier Wealth Management LLC | 15 | 15 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
CNA FINANCIAL CORP | 15 | 15 | 1.21% | 2.34% | 3.81% | Q4 2018 | Q2 2022 | 15 |
SECTORAL ASSET MANAGEMENT INC | 12 | 3 | 0.19% | 0.78% | 1.73% | Q4 2018 | Q3 2022 | 15 |
Point72 Asset Management, L.P. | 8 | 1 | 0.00% | 0.25% | 0.76% | Q4 2018 | Q3 2023 | 15 |
BREWIN DOLPHIN LTD | 15 | 15 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q2 2022 | 15 |
Citizens Business Bank | 15 | 15 | 0.25% | 0.32% | 0.39% | Q4 2018 | Q2 2022 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.00% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Birch Capital Management, LLC | 15 | 15 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q2 2023 | 15 |
MURPHY CAPITAL MANAGEMENT INC | 15 | 15 | 0.19% | 0.25% | 0.34% | Q4 2018 | Q2 2022 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 5 | 2 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 15 |
BI Asset Management Fondsmaeglerselskab A/S | 15 | 15 | 0.02% | 0.13% | 0.46% | Q1 2020 | Q3 2023 | 15 |
THOMAS STORY & SON LLC | 15 | 15 | 0.44% | 0.87% | 1.28% | Q4 2018 | Q2 2022 | 15 |
TOMPKINS FINANCIAL CORP | 8 | 1 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q4 2023 | 15 |
KMG FIDUCIARY PARTNERS, LLC | 15 | 15 | 0.27% | 0.35% | 0.45% | Q1 2020 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.08% | 0.20% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Brinker Capital Investments, LLC | 10 | 5 | 0.00% | 0.17% | 0.32% | Q4 2018 | Q4 2022 | 15 |
Private Portfolio Partners LLC | 11 | 4 | 0.05% | 0.10% | 0.20% | Q4 2018 | Q4 2022 | 15 |
Balentine LLC | 9 | 1 | 0.00% | 0.05% | 0.16% | Q4 2018 | Q3 2023 | 15 |
Truvestments Capital LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 15 |
Pure Financial Advisors, LLC | 12 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2023 | 14 |
Adams Wealth Management | 14 | 14 | 0.12% | 0.25% | 0.48% | Q2 2020 | Q3 2023 | 14 |
Abbrea Capital, LLC | 12 | 1 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 14 |
KINGS POINT CAPITAL MANAGEMENT | 14 | 14 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 14 |
QVR LLC | 3 | 3 | 0.00% | 0.06% | 0.13% | Q1 2021 | Q3 2022 | 14 |
LAKE STREET PRIVATE WEALTH, LLC | 14 | 14 | 0.36% | 0.53% | 0.84% | Q2 2020 | Q3 2023 | 14 |
Johnson Financial Group, Inc. | 12 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 14 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11 | 1 | 0.00% | 0.28% | 0.58% | Q4 2018 | Q3 2023 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 12 | 2 | 0.01% | 0.71% | 1.38% | Q1 2020 | Q3 2023 | 14 |
Blueshift Asset Management, LLC | 4 | 2 | 0.03% | 0.24% | 0.49% | Q1 2019 | Q3 2023 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11 | 3 | 0.00% | 0.10% | 0.28% | Q4 2019 | Q3 2023 | 14 |
NORTHEAST INVESTMENT MANAGEMENT | 13 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2022 | 14 |
Holocene Advisors, LP | 10 | 1 | 0.01% | 0.48% | 1.50% | Q1 2019 | Q2 2023 | 14 |
PINNACLE FINANCIAL PARTNERS INC | 7 | 2 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q3 2023 | 14 |
CLEAR STREET MARKETS LLC | 10 | 3 | 0.01% | 0.20% | 0.95% | Q1 2019 | Q2 2023 | 14 |
Tarbox Family Office, Inc. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2022 | 14 |
HRT FINANCIAL LP | 8 | 1 | 0.00% | 0.24% | 1.12% | Q4 2018 | Q1 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.39% | 0.59% | 0.86% | Q4 2018 | Q1 2022 | 14 |
Barrett Asset Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2022 | 14 |
Equitable Holdings, Inc. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
People's United Financial, Inc. | 14 | 14 | 0.02% | 0.04% | 0.15% | Q4 2018 | Q1 2022 | 14 |
IndexIQ Advisors LLC | 14 | 14 | 0.09% | 0.14% | 0.22% | Q4 2018 | Q1 2022 | 14 |
Stratos Wealth Advisors, LLC | 14 | 14 | 0.02% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14 | 14 | 0.13% | 0.16% | 0.28% | Q4 2018 | Q1 2022 | 14 |
Avidian Wealth Solutions, LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Windsor Creek Advisors, LLC | 5 | 1 | 0.06% | 0.35% | 0.83% | Q4 2018 | Q4 2021 | 14 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 13 | 1 | 0.01% | 0.20% | 0.69% | Q1 2019 | Q3 2023 | 14 |
Krilogy Financial LLC | 14 | 14 | 0.03% | 0.08% | 0.16% | Q4 2019 | Q1 2023 | 14 |
MACKAY SHIELDS LLC | 14 | 14 | 0.07% | 0.12% | 0.26% | Q4 2018 | Q1 2022 | 14 |
RATIONAL ADVISORS LLC | 7 | 2 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q3 2023 | 14 |
D'Orazio & Associates, Inc. | 12 | 2 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q1 2023 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 14 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 14 |
AMERICAN NATIONAL INSURANCE CO | 14 | 14 | 0.21% | 0.25% | 0.32% | Q4 2018 | Q1 2022 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.09% | 0.14% | 0.23% | Q2 2020 | Q3 2023 | 14 |
American National Registered Investment Advisor, Inc. | 14 | 14 | 0.22% | 0.27% | 0.35% | Q4 2018 | Q1 2022 | 14 |
Manchester Capital Management LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2022 | 14 |
Avalon Investment & Advisory | 12 | 2 | 0.01% | 0.13% | 0.54% | Q1 2019 | Q1 2023 | 14 |
Wealth Alliance | 14 | 14 | 0.10% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 14 |
MAVERICK CAPITAL LTD | 7 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 14 |
Riggs Asset Managment Co. Inc. | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.13% | 0.19% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
IBM Retirement Fund | 14 | 14 | 0.15% | 0.20% | 0.30% | Q4 2018 | Q1 2022 | 14 |
LMR Partners LLP | 5 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 14 |
Lombard Odier Asset Management (Switzerland) SA | 6 | 1 | 0.03% | 0.51% | 3.21% | Q4 2018 | Q1 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
NN Investment Partners Holdings N.V. | 14 | 14 | 0.07% | 0.47% | 1.62% | Q4 2018 | Q1 2022 | 14 |
Ascension Asset Management LLC | 5 | 1 | 0.30% | 0.39% | 0.55% | Q4 2018 | Q2 2023 | 14 |
Sio Capital Management, LLC | 13 | 1 | 2.65% | 5.89% | 11.01% | Q4 2018 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 13 |
Truehand, Inc | 13 | 13 | 0.14% | 0.17% | 0.20% | Q4 2018 | Q4 2021 | 13 |
Gray Wealth Management Inc. | 7 | 6 | 0.12% | 0.16% | 0.24% | Q1 2020 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.10% | 0.16% | Q2 2020 | Q3 2023 | 13 |
Te Ahumairangi Investment Management Ltd | 13 | 13 | 0.92% | 1.10% | 1.37% | Q3 2020 | Q3 2023 | 13 |
Kovitz Investment Group Partners, LLC | 13 | 13 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
JT Stratford LLC | 12 | 1 | 0.09% | 0.16% | 0.29% | Q4 2019 | Q3 2023 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.06% | 0.10% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Sugarloaf Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Stonebridge Financial Planning Group, LLC | 8 | 5 | 0.00% | 0.07% | 0.23% | Q1 2020 | Q3 2023 | 13 |
Quinn Opportunity Partners LLC | 13 | 13 | 0.26% | 0.52% | 0.84% | Q4 2018 | Q4 2021 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Redhawk Wealth Advisors, Inc. | 11 | 1 | 0.01% | 0.15% | 0.43% | Q2 2019 | Q3 2023 | 13 |
Pineno Levin & Ford Asset Management, Inc. | 13 | 13 | 0.26% | 0.34% | 0.44% | Q4 2018 | Q4 2021 | 13 |
Lombard Odier Asset Management (Europe) Ltd | 6 | 1 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q1 2023 | 13 |
Mascoma Wealth Management LLC | 9 | 1 | 0.04% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 1 | 0.00% | 0.04% | 0.28% | Q2 2020 | Q4 2023 | 13 |
Prospera Financial Services Inc | 13 | 13 | 0.01% | 0.04% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Venture Visionary Partners LLC | 13 | 13 | 0.04% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Holloway Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 13 | 13 | 0.33% | 0.46% | 0.61% | Q3 2020 | Q3 2023 | 13 |
Pacific Center for Financial Services | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
JONES FINANCIAL COMPANIES LLLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
PALLADIUM PARTNERS LLC | 10 | 3 | 0.32% | 0.47% | 0.68% | Q4 2018 | Q1 2022 | 13 |
Lenox Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 9 | 1 | 0.02% | 0.38% | 1.23% | Q4 2018 | Q3 2023 | 13 |
TIAA, FSB | 11 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 13 |
CSS LLC/IL | 10 | 1 | 0.02% | 0.06% | 0.20% | Q4 2019 | Q3 2023 | 13 |
ClearBridge Investments | 7 | 2 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q4 2022 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Principle Wealth Partners LLC | 12 | 1 | 0.02% | 0.19% | 0.54% | Q2 2020 | Q3 2023 | 13 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 10 | 2 | 0.00% | 0.35% | 1.21% | Q4 2018 | Q3 2023 | 13 |
ALPS ADVISORS INC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 13 |
C-J Advisory, Inc. | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q3 2019 | 13 |
FIRST CITIZENS BANK & TRUST CO | 7 | 1 | 0.03% | 0.09% | 0.20% | Q4 2018 | Q3 2023 | 13 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 5 | 1 | 0.01% | 0.13% | 0.35% | Q4 2018 | Q2 2023 | 13 |
FIRST MIDWEST BANK TRUST DIVISION | 13 | 13 | 0.04% | 0.07% | 0.20% | Q4 2018 | Q4 2021 | 13 |
Grantham, Mayo, Van Otterloo & Co. LLC | 12 | 1 | 0.01% | 0.77% | 1.11% | Q4 2018 | Q3 2023 | 13 |
Vigilant Capital Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 13 |
MIROVA | 8 | 5 | 0.01% | 0.11% | 0.28% | Q4 2019 | Q3 2023 | 13 |
Carroll Financial Associates, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 13 |
Crewe Advisors LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 13 |
Tidal Investments LLC | 12 | 1 | 0.03% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.10% | 0.15% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Northstar Group, Inc. | 13 | 13 | 0.07% | 0.13% | 0.21% | Q3 2020 | Q3 2023 | 13 |
SANDERS MORRIS HARRIS LLC | 11 | 2 | 0.17% | 0.25% | 0.56% | Q2 2020 | Q3 2023 | 13 |
NorthRock Partners, LLC | 12 | 1 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 13 |
Prime Capital Investment Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 13 |
ONTARIO TEACHERS PENSION PLAN BOARD | 11 | 2 | 0.00% | 0.04% | 0.16% | Q4 2018 | Q3 2023 | 13 |
FIRST QUADRANT LLC/CA | 13 | 13 | 0.00% | 0.11% | 0.72% | Q4 2018 | Q4 2021 | 13 |
Rehmann Capital Advisory Group | 7 | 2 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q4 2022 | 13 |
Apollon Wealth Management, LLC | 11 | 2 | 0.07% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.19% | 0.30% | 0.42% | Q4 2020 | Q4 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.11% | 0.13% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Prairiewood Capital, LLC | 12 | 12 | 0.28% | 0.64% | 0.93% | Q4 2020 | Q3 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 8 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 12 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 12 |
AGF INVESTMENTS INC. | 12 | 12 | 0.06% | 0.19% | 0.31% | Q4 2018 | Q3 2021 | 12 |
WESTWOOD HOLDINGS GROUP INC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
AMERICAN NATIONAL BANK | 7 | 5 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 12 | 12 | 0.10% | 0.12% | 0.16% | Q4 2018 | Q3 2021 | 12 |
Cypress Capital Group | 4 | 1 | 0.03% | 0.07% | 0.22% | Q4 2018 | Q3 2023 | 12 |
Bridgewater Associates | 10 | 2 | 0.01% | 0.17% | 0.38% | Q1 2020 | Q3 2023 | 12 |
Clark Capital Management Group, Inc. | 12 | 12 | 0.28% | 0.50% | 0.91% | Q4 2018 | Q3 2021 | 12 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Bath Savings Trust Co | 11 | 1 | 0.04% | 0.17% | 0.28% | Q4 2019 | Q3 2023 | 12 |
World Asset Management Inc | 12 | 12 | 0.18% | 0.21% | 0.29% | Q4 2018 | Q3 2021 | 12 |
Brown Advisory Securities, LLC | 12 | 12 | 0.11% | 0.17% | 0.28% | Q4 2018 | Q3 2021 | 12 |
L & S Advisors Inc | 7 | 1 | 0.02% | 0.07% | 0.28% | Q4 2018 | Q2 2023 | 12 |
Psagot Value Holdings Ltd. | 12 | 12 | 0.02% | 0.38% | 0.75% | Q4 2018 | Q3 2021 | 12 |
TIEDEMANN ADVISORS, LLC | 10 | 2 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q1 2022 | 12 |
Bluefin Trading, LLC | 5 | 5 | 0.00% | 0.34% | 2.76% | Q4 2018 | Q4 2019 | 12 |
Artemis Investment Management LLP | 6 | 1 | 0.01% | 0.53% | 2.21% | Q1 2019 | Q1 2023 | 12 |
AMP Capital Investors Ltd | 12 | 12 | 0.14% | 0.18% | 0.29% | Q4 2018 | Q3 2021 | 12 |
NewSquare Capital LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 9 | 1 | 0.02% | 0.55% | 1.43% | Q1 2019 | Q3 2023 | 12 |
ACG Wealth | 10 | 1 | 0.03% | 0.08% | 0.19% | Q1 2019 | Q2 2022 | 12 |
Capital Investment Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Sivik Global Healthcare LLC | 7 | 1 | 1.31% | 2.75% | 4.10% | Q4 2018 | Q3 2023 | 12 |
SIGNET FINANCIAL MANAGEMENT, LLC | 9 | 3 | 0.26% | 0.34% | 0.45% | Q3 2020 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 12 |
AllSquare Wealth Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
USA FINANCIAL FORMULAS | 8 | 1 | 0.00% | 0.25% | 2.10% | Q1 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
RPG Investment Advisory, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
PERSONAL CFO SOLUTIONS, LLC | 12 | 12 | 0.10% | 0.16% | 0.23% | Q4 2020 | Q3 2023 | 12 |
LYELL WEALTH MANAGEMENT, LP | 11 | 1 | 0.02% | 0.17% | 0.44% | Q4 2018 | Q3 2023 | 12 |
Farmers & Merchants Trust Co of Chambersburg PA | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 12 |
Varma Mutual Pension Insurance Co | 12 | 12 | 0.06% | 0.17% | 0.37% | Q1 2020 | Q4 2022 | 12 |
Clearstead Trust, LLC | 7 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 12 |
Pearl River Capital, LLC | 7 | 1 | 0.01% | 0.53% | 1.07% | Q4 2018 | Q1 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 12 |
Pinnacle Wealth Planning Services, Inc. | 8 | 1 | 0.04% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 12 |
Global Trust Asset Management, LLC | 12 | 12 | 0.22% | 0.28% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Elmwood Wealth Management, Inc. | 8 | 2 | 0.10% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.15% | 0.20% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Financial Gravity Asset Management, Inc. | 9 | 3 | 0.00% | 0.08% | 0.15% | Q1 2019 | Q3 2023 | 12 |
Wambolt & Associates, LLC | 12 | 12 | 0.20% | 0.27% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Graves Light Lenhart Wealth, Inc. | 7 | 5 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q2 2022 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.27% | 0.33% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 12 |
Cinctive Capital Management LP | 8 | 1 | 0.01% | 0.39% | 0.83% | Q1 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.13% | 0.21% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Detalus Advisors, LLC | 9 | 1 | 0.09% | 0.14% | 0.20% | Q4 2019 | Q3 2023 | 12 |
Platte River Wealth Advisors, LLC | 12 | 12 | 0.07% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Alhambra Investment Management LLC | 11 | 1 | 0.24% | 0.40% | 0.51% | Q4 2019 | Q3 2023 | 12 |
RMR Wealth Builders | 6 | 1 | 0.16% | 0.33% | 0.98% | Q4 2019 | Q1 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.01% | 0.06% | 0.16% | Q4 2020 | Q3 2023 | 12 |
High Note Wealth, LLC | 12 | 12 | 0.83% | 1.12% | 1.57% | Q4 2020 | Q3 2023 | 12 |
Citadel Investment Advisory, Inc. | 12 | 12 | 0.16% | 0.23% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.04% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 0.13% | 0.21% | 0.36% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.08% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.44% | 0.55% | 0.63% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.19% | 0.26% | 0.35% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.25% | 0.32% | 0.46% | Q4 2020 | Q3 2023 | 12 |
OUTFITTER FINANCIAL LLC | 12 | 12 | 1.05% | 1.44% | 2.02% | Q4 2020 | Q3 2023 | 12 |
Twin Lakes Capital Management, LLC | 12 | 12 | 0.11% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.15% | 0.39% | 0.98% | Q4 2020 | Q3 2023 | 12 |
WINTRUST INVESTMENTS LLC | 12 | 12 | 0.03% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
BANK OF THE WEST | 11 | 1 | 0.03% | 0.12% | 0.24% | Q4 2018 | Q4 2022 | 12 |
QUEST CAPITAL MANAGEMENT INC /ADV | 12 | 12 | 0.05% | 0.08% | 0.11% | Q1 2019 | Q4 2021 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
PDS Planning, Inc | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
SENTRY INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.19% | 0.24% | 0.31% | Q4 2018 | Q3 2023 | 12 |
WAFRA INC. | 12 | 12 | 0.35% | 1.20% | 2.38% | Q4 2018 | Q3 2021 | 12 |
MARTINGALE ASSET MANAGEMENT L P | 6 | 2 | 0.01% | 0.14% | 0.53% | Q4 2018 | Q3 2023 | 12 |
1832 Asset Management L.P. | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 12 |
Capital Bank & Trust Co | 11 | 11 | 0.18% | 0.23% | 0.29% | Q4 2018 | Q2 2021 | 11 |
Private Capital Advisors, Inc. | 11 | 11 | 2.36% | 2.84% | 3.26% | Q4 2018 | Q2 2021 | 11 |
Employees Retirement System of Texas | 8 | 1 | 0.06% | 0.13% | 0.24% | Q4 2018 | Q4 2022 | 11 |
Cullen Capital Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Claret Asset Management Corp | 6 | 1 | 0.02% | 0.09% | 0.19% | Q4 2018 | Q4 2022 | 11 |
Cedar Mountain Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Iron Horse Wealth Management, LLC | 7 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.31% | 0.44% | 0.60% | Q1 2021 | Q3 2023 | 11 |
Solstein Capital, LLC | 7 | 4 | 0.04% | 0.09% | 0.21% | Q4 2019 | Q3 2022 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.43% | 0.50% | 0.56% | Q2 2020 | Q4 2022 | 11 |
Reynders McVeigh Capital Management, LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q2 2021 | 11 |
Campion Asset Management | 11 | 11 | 0.26% | 0.41% | 0.56% | Q1 2021 | Q3 2023 | 11 |
Crake Asset Management LLP | 9 | 2 | 0.92% | 7.17% | 17.54% | Q4 2019 | Q2 2023 | 11 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 11 |
Sierra Capital LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.17% | 1.40% | 2.49% | Q1 2021 | Q3 2023 | 11 |
USCA RIA LLC | 11 | 11 | 0.03% | 0.23% | 0.45% | Q4 2018 | Q2 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.02% | 0.09% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Miracle Mile Advisors, LLC | 9 | 2 | 0.02% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 11 |
Essex Financial Services, Inc. | 11 | 11 | 0.19% | 0.27% | 0.36% | Q1 2021 | Q3 2023 | 11 |
Alaska Permanent Fund Corp | 9 | 2 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.04% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
TOWER BRIDGE ADVISORS | 11 | 11 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Eudaimonia Partners, LLC | 6 | 2 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 11 |
WINTON GROUP Ltd | 6 | 1 | 0.01% | 0.22% | 0.86% | Q4 2018 | Q3 2023 | 11 |
Fairhaven Wealth Management, LLC | 11 | 11 | 0.10% | 0.13% | 0.18% | Q2 2020 | Q4 2022 | 11 |
State of Wyoming | 11 | 11 | 0.04% | 0.11% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Perigon Wealth Management, LLC | 7 | 1 | 0.02% | 0.05% | 0.10% | Q3 2011 | Q3 2023 | 11 |
PICTET ASSET MANAGEMENT LTD | 11 | 11 | 0.04% | 0.10% | 0.28% | Q4 2018 | Q2 2021 | 11 |
NICOLET BANKSHARES INC | 6 | 1 | 0.06% | 0.08% | 0.20% | Q4 2018 | Q3 2023 | 11 |
Origin Asset Management LLP | 11 | 11 | 0.16% | 0.64% | 2.03% | Q4 2018 | Q2 2021 | 11 |
Addison Advisors LLC | 10 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
FMA ADVISORY INC | 10 | 1 | 0.50% | 0.65% | 0.93% | Q4 2018 | Q3 2021 | 11 |
McGowan Group Asset Management, Inc. | 11 | 11 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Mn Services Vermogensbeheer B.V. | 7 | 4 | 0.33% | 0.45% | 0.64% | Q2 2019 | Q1 2022 | 11 |
KLCM Advisors, Inc. | 11 | 11 | 0.04% | 0.21% | 0.31% | Q1 2019 | Q3 2021 | 11 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 9 | 2 | 0.04% | 0.31% | 0.76% | Q4 2018 | Q4 2022 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.14% | 0.18% | 0.25% | Q4 2018 | Q2 2021 | 11 |
Lester Murray Antman dba SimplyRich | 10 | 1 | 0.91% | 1.29% | 1.74% | Q2 2019 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 11 |
LAKE STREET ADVISORS GROUP, LLC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q2 2021 | 11 |
SECURITY NATIONAL TRUST CO | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2021 | 11 |
Highland Private Wealth Management | 8 | 3 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2022 | 11 |
American Research & Management Co. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 1 | 0.07% | 0.13% | 0.32% | Q4 2018 | Q4 2022 | 11 |
COZAD ASSET MANAGEMENT INC | 7 | 4 | 0.03% | 0.11% | 0.20% | Q4 2018 | Q2 2023 | 11 |
QS Investors, LLC | 11 | 11 | 0.03% | 0.05% | 0.19% | Q4 2018 | Q2 2021 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Transamerica Financial Advisors, Inc. | 8 | 1 | 0.00% | 0.04% | 0.15% | Q4 2018 | Q3 2023 | 11 |
Nepsis Inc. | 8 | 3 | 3.19% | 4.34% | 6.06% | Q2 2019 | Q3 2023 | 11 |
Marshall Wace North America L.P. | 11 | 11 | 0.00% | 0.21% | 0.88% | Q1 2019 | Q3 2021 | 11 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 11 | 11 | 0.00% | 0.07% | 0.18% | Q4 2018 | Q2 2021 | 11 |
Red Door Wealth Management, LLC | 8 | 1 | 0.00% | 0.17% | 0.31% | Q1 2020 | Q3 2023 | 11 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 1 | 0.07% | 0.13% | 0.25% | Q4 2018 | Q3 2023 | 11 |
Kiwi Wealth Investments Limited Partnership | 7 | 1 | 0.23% | 0.44% | 0.88% | Q4 2018 | Q2 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.43% | 0.53% | 0.64% | Q1 2021 | Q3 2023 | 11 |
Phocas Financial Corp. | 11 | 11 | 0.08% | 0.10% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Intercontinental Wealth Advisors, LLC | 10 | 10 | 0.09% | 0.26% | 0.48% | Q1 2021 | Q2 2023 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 10 |
WILSEY ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 5.12% | 7.20% | Q3 2021 | Q3 2023 | 10 |
Keeley-Teton Advisors, LLC | 10 | 10 | 0.13% | 0.24% | 0.33% | Q4 2018 | Q1 2021 | 10 |
Shelter Mutual Insurance Co | 10 | 10 | 0.49% | 0.64% | 0.82% | Q4 2018 | Q1 2021 | 10 |
AlphaCentric Advisors LLC | 5 | 1 | 0.01% | 0.14% | 0.42% | Q2 2020 | Q3 2023 | 10 |
LS Investment Advisors, LLC | 10 | 10 | 0.11% | 0.15% | 0.19% | Q4 2018 | Q1 2021 | 10 |
OARSMAN CAPITAL, INC. | 8 | 2 | 0.08% | 0.11% | 0.15% | Q1 2021 | Q3 2023 | 10 |
GODSEY & GIBB, INC | 9 | 1 | 0.01% | 0.05% | 0.29% | Q4 2018 | Q3 2023 | 10 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Camarda Financial Advisors, LLC | 5 | 2 | 0.10% | 0.22% | 0.32% | Q4 2018 | Q4 2022 | 10 |
Unison Advisors LLC | 10 | 10 | 0.34% | 0.56% | 0.81% | Q2 2021 | Q3 2023 | 10 |
Gilman Hill Asset Management, LLC | 8 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 10 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 6 | 4 | 0.24% | 0.38% | 0.59% | Q4 2018 | Q4 2023 | 10 |
NuWave Investment Management, LLC | 4 | 1 | 0.01% | 0.47% | 1.44% | Q1 2019 | Q3 2022 | 10 |
LCNB CORP | 10 | 10 | 0.10% | 0.15% | 0.20% | Q2 2021 | Q3 2023 | 10 |
BP PLC | 9 | 1 | 0.08% | 0.19% | 0.34% | Q4 2018 | Q2 2021 | 10 |
Fragasso Group Inc. | 9 | 1 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q4 2023 | 10 |
Mount Lucas Management LP | 6 | 4 | 0.76% | 1.69% | 2.54% | Q4 2020 | Q3 2023 | 10 |
CSat Investment Advisory, L.P. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2021 | 10 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 10 |
WESCAP Management Group, Inc. | 10 | 10 | 0.38% | 0.51% | 0.71% | Q2 2021 | Q3 2023 | 10 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 8 | 2 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q1 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.11% | 0.57% | Q4 2020 | Q1 2023 | 10 |
Colonial Trust Advisors | 10 | 10 | 0.03% | 0.08% | 0.16% | Q2 2021 | Q3 2023 | 10 |
NORTHSTAR ASSET MANAGEMENT INC | 10 | 10 | 0.10% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 10 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.05% | 0.18% | Q2 2019 | Q3 2023 | 10 |
MEANS INVESTMENT CO., INC. | 8 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 10 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 10 | 10 | 0.25% | 0.46% | 0.68% | Q4 2018 | Q1 2021 | 10 |
Regal Wealth Group, Inc. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2021 | 10 |
NORTH AMERICAN MANAGEMENT CORP | 10 | 10 | 0.10% | 0.14% | 0.17% | Q4 2018 | Q1 2021 | 10 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 10 | 10 | 0.12% | 0.16% | 0.21% | Q4 2018 | Q1 2021 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.41% | 0.56% | 0.72% | Q3 2021 | Q4 2023 | 10 |
Jackson, Grant Investment Advisers, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.07% | 0.38% | 0.74% | Q4 2018 | Q2 2023 | 10 |
Fisher Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
Barry Investment Advisors, LLC | 8 | 2 | 0.06% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Bollard Group LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 10 |
SUN LIFE FINANCIAL INC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2021 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.20% | 0.35% | 0.49% | Q1 2021 | Q3 2023 | 10 |
CARRET ASSET MANAGEMENT, LLC | 8 | 2 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
AFFINITY INVESTMENT ADVISORS, LLC | 10 | 10 | 0.11% | 0.20% | 0.33% | Q2 2021 | Q3 2023 | 10 |
KENSICO CAPITAL MANAGEMENT CORP | 9 | 1 | 1.84% | 4.37% | 6.55% | Q4 2018 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
AMUNDI ASSET MANAGEMENT US, INC. | 10 | 10 | 0.05% | 0.12% | 0.19% | Q4 2018 | Q1 2021 | 10 |
AXS Investments LLC | 8 | 2 | 0.15% | 0.39% | 0.56% | Q1 2021 | Q3 2023 | 10 |
Hillsdale Investment Management Inc. | 4 | 3 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 10 |
44 WEALTH MANAGEMENT LLC | 10 | 10 | 0.21% | 0.28% | 0.38% | Q1 2021 | Q2 2023 | 10 |
Outlook Wealth Advisors, LLC | 10 | 10 | 0.11% | 0.21% | 0.32% | Q2 2021 | Q3 2023 | 10 |
Sepio Capital, LP | 9 | 1 | 0.02% | 0.21% | 0.54% | Q4 2018 | Q4 2022 | 10 |
Echo Street Capital Management LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Financial Planning & Information Services, Inc. | 10 | 10 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q4 2022 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Brand Asset Management Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Citizens National Bank Trust Department | 8 | 2 | 0.01% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 10 |
LYRICAL ASSET MANAGEMENT LP | 10 | 10 | 2.58% | 4.32% | 5.75% | Q2 2021 | Q3 2023 | 10 |
Machina Capital S.A.S. | 4 | 1 | 0.21% | 0.78% | 1.31% | Q4 2018 | Q2 2023 | 10 |
Capital Square, LLC | 10 | 10 | 0.14% | 0.24% | 0.47% | Q2 2021 | Q3 2023 | 10 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.00% | 0.10% | 0.70% | Q4 2020 | Q3 2023 | 10 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
DUALITY ADVISERS, LP | 3 | 1 | 0.07% | 0.35% | 0.64% | Q4 2018 | Q1 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.03% | 0.29% | Q4 2019 | Q2 2022 | 10 |
CreativeOne Wealth, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 10 |
DUBUQUE BANK & TRUST CO | 4 | 1 | 0.03% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 10 |
Arlington Partners LLC | 10 | 10 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q2 2023 | 10 |
Pictet North America Advisors SA | 10 | 10 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q2 2023 | 10 |
Atom Investors LP | 3 | 1 | 0.02% | 0.24% | 0.84% | Q4 2018 | Q3 2023 | 10 |
West Branch Capital LLC | 6 | 4 | 0.02% | 0.19% | 0.59% | Q1 2020 | Q3 2023 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.02% | 0.05% | 0.11% | Q1 2019 | Q3 2021 | 10 |
MOODY LYNN & LIEBERSON, LLC | 10 | 10 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q1 2021 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.15% | 0.34% | 0.58% | Q2 2021 | Q3 2023 | 10 |
TBH Global Asset Management, LLC | 8 | 2 | 0.46% | 0.61% | 0.85% | Q3 2020 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.07% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2021 | 10 |
Voya Financial Advisors, Inc. | 10 | 10 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q1 2021 | 10 |
GRIES FINANCIAL LLC | 10 | 10 | 0.53% | 0.71% | 1.16% | Q2 2021 | Q3 2023 | 10 |
MCKINLEY CAPITAL MANAGEMENT LLC | 10 | 10 | 0.23% | 0.77% | 1.37% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.12% | 0.16% | 0.21% | Q2 2021 | Q3 2023 | 10 |
FARALLON CAPITAL MANAGEMENT LLC | 8 | 2 | 0.32% | 1.11% | 2.07% | Q4 2018 | Q3 2023 | 10 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.03% | 0.12% | 0.37% | Q4 2018 | Q1 2023 | 10 |
Rikoon Group, LLC | 10 | 10 | 0.15% | 0.18% | 0.22% | Q4 2018 | Q1 2021 | 10 |
CAPE COD FIVE CENTS SAVINGS BANK | 9 | 1 | 0.03% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 10 |
BARINGS LLC | 8 | 2 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q3 2021 | 10 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.06% | 0.28% | Q4 2019 | Q3 2021 | 10 |
Strategic Wealth Partners, Ltd. | 6 | 4 | 0.00% | 0.46% | 1.03% | Q4 2018 | Q1 2023 | 10 |
Brookfield Asset Management | 7 | 3 | 0.01% | 0.04% | 0.10% | Q2 2020 | Q2 2023 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.06% | 0.09% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Dana Investment Advisors, Inc. | 10 | 10 | 0.15% | 0.31% | 0.41% | Q2 2021 | Q3 2023 | 10 |
ASPIRIANT, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 10 |
Lombard Odier Asset Management (USA) Corp | 2 | 1 | 0.02% | 0.16% | 0.30% | Q4 2018 | Q4 2021 | 9 |
Hummer Financial Advisory Services Inc | 5 | 2 | 0.17% | 0.23% | 0.31% | Q1 2021 | Q3 2023 | 9 |
Secure Asset Management, LLC | 7 | 2 | 0.07% | 0.13% | 0.28% | Q1 2021 | Q3 2023 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
HOEY INVESTMENTS, INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
GRACE & WHITE INC /NY | 6 | 1 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2022 | 9 |
Orbimed Advisors | 7 | 2 | 0.62% | 1.10% | 1.70% | Q4 2018 | Q3 2023 | 9 |
PEOPLES FINANCIAL SERVICES CORP. | 8 | 1 | 0.01% | 0.02% | 0.07% | Q4 2018 | Q1 2021 | 9 |
Fort Point Capital Partners LLC | 7 | 1 | 0.03% | 0.05% | 0.13% | Q4 2018 | Q3 2023 | 9 |
Fort Sheridan Advisors LLC | 9 | 9 | 0.09% | 0.13% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Burt Wealth Advisors | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2020 | 9 |
MARCO INVESTMENT MANAGEMENT LLC | 9 | 9 | 1.60% | 2.48% | 3.14% | Q3 2021 | Q3 2023 | 9 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.11% | 0.15% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Prosight Management, LP | 9 | 9 | 0.93% | 3.92% | 9.71% | Q4 2018 | Q4 2020 | 9 |
MATHER GROUP, LLC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Creegan & Nassoura Financial Group, LLC | 9 | 9 | 2.30% | 2.83% | 3.46% | Q3 2021 | Q3 2023 | 9 |
SOUND SHORE MANAGEMENT INC /CT/ | 9 | 9 | 2.14% | 3.24% | 4.18% | Q1 2020 | Q1 2022 | 9 |
Swedbank | 9 | 9 | 0.55% | 0.68% | 1.20% | Q4 2018 | Q4 2020 | 9 |
Stelac Advisory Services LLC | 9 | 9 | 0.06% | 0.19% | 0.32% | Q2 2021 | Q2 2023 | 9 |
JAMES INVESTMENT RESEARCH INC | 5 | 4 | 0.00% | 0.02% | 0.12% | Q4 2018 | Q1 2023 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q1 2021 | 9 |
AlphaStar Capital Management, LLC | 9 | 9 | 0.02% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Quantbot Technologies LP | 4 | 1 | 0.08% | 0.28% | 0.52% | Q1 2019 | Q1 2023 | 9 |
FULTON BREAKEFIELD BROENNIMAN LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
ARGENT CAPITAL MANAGEMENT LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q4 2020 | 9 |
STOCK YARDS BANK & TRUST CO | 5 | 4 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q2 2023 | 9 |
BOSTON FAMILY OFFICE LLC | 5 | 2 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q2 2023 | 9 |
Quadrature Capital Ltd | 3 | 3 | 0.20% | 0.90% | 2.49% | Q4 2018 | Q3 2021 | 9 |
Teza Capital Management LLC | 4 | 1 | 0.11% | 0.22% | 0.49% | Q1 2019 | Q1 2023 | 9 |
Riverview Trust Co | 7 | 2 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 9 |
Capital Asset Advisory Services LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 9 |
Laurel Wealth Advisors, Inc. | 8 | 1 | 0.04% | 0.09% | 0.13% | Q4 2018 | Q4 2022 | 9 |
Ally Financial Inc. | 9 | 9 | 0.10% | 0.15% | 0.25% | Q4 2019 | Q4 2021 | 9 |
PFS INVESTMENTS INC. | 9 | 9 | 0.03% | 0.08% | 0.11% | Q2 2021 | Q2 2023 | 9 |
MASON STREET ADVISORS, LLC | 9 | 9 | 0.17% | 0.20% | 0.25% | Q4 2018 | Q4 2020 | 9 |
PLATINUM INVESTMENT MANAGEMENT LTD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 8 | 1 | 0.05% | 1.10% | 5.57% | Q4 2018 | Q2 2021 | 9 |
TWO SIGMA ADVISERS, LP | 3 | 1 | 0.00% | 0.04% | 0.24% | Q4 2018 | Q3 2023 | 9 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 4 | 0.02% | 0.06% | 0.12% | Q4 2018 | Q4 2022 | 9 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 1 | 0.01% | 0.10% | 0.26% | Q4 2018 | Q3 2022 | 9 |
Point72 Middle East FZE | 4 | 4 | 0.02% | 0.16% | 0.88% | Q4 2022 | Q3 2023 | 9 |
Winslow, Evans & Crocker, Inc. | 9 | 9 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q4 2020 | 9 |
Newman Dignan & Sheerar, Inc. | 7 | 2 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 9 |
Capital Advisors, Ltd. LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 9 |
NorthCoast Asset Management LLC | 7 | 1 | 0.05% | 0.14% | 0.42% | Q4 2018 | Q3 2021 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.01% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Goelzer Investment Management, Inc. | 9 | 9 | 0.24% | 0.46% | 0.61% | Q3 2021 | Q3 2023 | 9 |
PFM Health Sciences, LP | 4 | 1 | 0.84% | 2.07% | 5.06% | Q4 2018 | Q4 2022 | 9 |
Quantamental Technologies LLC | 3 | 1 | 0.04% | 0.41% | 0.91% | Q4 2018 | Q1 2023 | 9 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
JB Capital LLC | 9 | 9 | 0.17% | 0.21% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Redmile Group, LLC | 7 | 2 | 0.01% | 1.08% | 2.10% | Q4 2018 | Q2 2021 | 9 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Koss-Olinger Consulting, LLC | 9 | 9 | 0.11% | 0.21% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Alaethes Wealth LLC | 5 | 4 | 0.00% | 0.44% | 0.95% | Q2 2021 | Q3 2023 | 9 |
Boston Common Asset Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 6 | 1 | 0.02% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 9 |
Point View Wealth Management, Inc. | 9 | 9 | 0.36% | 0.42% | 0.52% | Q4 2018 | Q4 2020 | 9 |
Vestmark Advisory Solutions, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 9 |
MEITAV INVESTMENT HOUSE LTD | 7 | 1 | 0.00% | 0.05% | 0.14% | Q4 2018 | Q2 2023 | 9 |
Keel Point, LLC | 9 | 9 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Vantage Consulting Group Inc | 7 | 1 | 0.01% | 0.08% | 0.12% | Q4 2020 | Q2 2023 | 9 |
UNITED FIRE GROUP INC | 9 | 9 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q4 2020 | 9 |
Vectors Research Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 9 |
Cooper Financial Group | 8 | 1 | 0.05% | 0.11% | 0.17% | Q1 2021 | Q3 2023 | 9 |
First Pacific Advisors, LP | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 9 |
Berkshire Bank | 7 | 2 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 9 |
KLK CAPITAL MANAGEMENT LLC | 5 | 4 | 1.35% | 2.37% | 3.63% | Q2 2021 | Q3 2023 | 9 |
Ergoteles LLC | 4 | 1 | 0.02% | 0.41% | 1.15% | Q3 2020 | Q2 2023 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 9 |
Prudent Man Advisors, LLC | 9 | 9 | 0.30% | 0.34% | 0.41% | Q3 2021 | Q3 2023 | 9 |
Aperio Group, LLC | 9 | 9 | 0.12% | 0.17% | 0.32% | Q4 2018 | Q4 2020 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Charter Oak Capital Management, LLC | 6 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.14% | 0.19% | 0.26% | Q3 2021 | Q3 2023 | 9 |
M Holdings Securities, Inc. | 6 | 1 | 0.06% | 0.15% | 0.26% | Q4 2018 | Q2 2023 | 9 |
GYL FINANCIAL SYNERGIES, LLC | 9 | 9 | 0.08% | 0.18% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Sanford Advisory Services, LLC | 5 | 3 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q4 2022 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 0.20% | 0.27% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Circle Wealth Management, LLC | 8 | 8 | 0.30% | 0.60% | 0.72% | Q1 2019 | Q4 2020 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.14% | 0.25% | 0.39% | Q1 2019 | Q1 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ETRADE Capital Management LLC | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2018 | Q3 2020 | 8 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.04% | 0.40% | 1.24% | Q4 2020 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.02% | 0.09% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Prana Capital Management, LP | 4 | 2 | 0.16% | 0.80% | 1.99% | Q4 2020 | Q1 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.06% | 0.13% | Q4 2019 | Q3 2021 | 8 |
First Allied Advisory Services, Inc. | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2018 | Q3 2020 | 8 |
Meridian Wealth Management, LLC | 7 | 1 | 0.02% | 0.05% | 0.13% | Q4 2018 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Rampart Investment Management Company, LLC | 8 | 8 | 0.08% | 0.25% | 0.71% | Q4 2018 | Q3 2020 | 8 |
Lynch Asset Management, Inc. | 8 | 8 | 1.80% | 3.07% | 4.44% | Q4 2021 | Q3 2023 | 8 |
FACTORY MUTUAL INSURANCE CO | 6 | 2 | 0.12% | 0.23% | 0.43% | Q2 2019 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Family Legacy, Inc. | 7 | 1 | 0.02% | 0.69% | 0.89% | Q4 2018 | Q3 2023 | 8 |
SRB CORP | 5 | 1 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 8 |
CALIFORNIA FIRST LEASING CORP | 8 | 8 | 3.50% | 5.36% | 7.07% | Q4 2021 | Q3 2023 | 8 |
Stamos Capital Partners, L.P. | 5 | 1 | 0.13% | 0.52% | 1.33% | Q4 2018 | Q4 2022 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.09% | 0.17% | 0.32% | Q4 2019 | Q3 2021 | 8 |
TDAM USA INC. | 8 | 8 | 0.07% | 0.09% | 0.11% | Q1 2020 | Q4 2021 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.46% | 0.54% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.12% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.35% | 0.51% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.19% | 0.41% | Q3 2019 | Q1 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.08% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
EMINENCE CAPITAL, LP | 8 | 8 | 0.73% | 1.53% | 2.36% | Q3 2019 | Q2 2021 | 8 |
Quantinno Capital Management LP | 8 | 8 | 0.16% | 0.22% | 0.30% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.09% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Principal Street Partners, LLC | 8 | 8 | 0.05% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2020 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.02% | 0.19% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Sunflower Bank, N.A. | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Oliver Luxxe Assets LLC | 8 | 8 | 0.75% | 1.15% | 1.66% | Q1 2019 | Q4 2020 | 8 |
Watershed Asset Management, L.L.C. | 8 | 8 | 0.25% | 0.31% | 0.36% | Q4 2021 | Q3 2023 | 8 |
GoalVest Advisory LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
ALPHA WINDWARD LLC | 8 | 8 | 0.03% | 0.11% | 0.17% | Q4 2018 | Q3 2020 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2020 | 8 |
Chapman Investment Management, LLC | 8 | 8 | 0.10% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 8 |
Silicon Hills Wealth Management, LLC | 8 | 8 | 0.22% | 0.38% | 0.62% | Q3 2021 | Q2 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CEDAR CAPITAL, LLC | 8 | 8 | 0.19% | 0.31% | 0.42% | Q4 2018 | Q3 2020 | 8 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 7 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 8 |
FORA Capital, LLC | 4 | 1 | 0.12% | 0.52% | 1.12% | Q1 2020 | Q1 2023 | 8 |
Kalos Management, Inc. | 7 | 1 | 0.06% | 0.68% | 0.96% | Q2 2020 | Q1 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Distillate Capital Partners LLC | 7 | 1 | 1.07% | 1.54% | 3.03% | Q2 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 8 |
ALTRINSIC GLOBAL ADVISORS LLC | 8 | 8 | 0.12% | 0.14% | 0.17% | Q1 2020 | Q4 2021 | 8 |
UBS OCONNOR LLC | 5 | 1 | 0.00% | 0.64% | 3.15% | Q4 2018 | Q1 2021 | 8 |
OneAscent Financial Services LLC | 6 | 1 | 0.08% | 0.21% | 0.62% | Q1 2021 | Q3 2023 | 8 |
PointState Capital LP | 7 | 1 | 0.23% | 0.94% | 1.86% | Q4 2018 | Q1 2021 | 8 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
OneAscent Wealth Management LLC | 6 | 1 | 0.10% | 0.27% | 0.75% | Q1 2021 | Q3 2023 | 8 |
Owl Creek Asset Management, L.P. | 8 | 8 | 2.45% | 4.14% | 5.94% | Q3 2019 | Q2 2021 | 8 |
LEUTHOLD GROUP, LLC | 7 | 1 | 0.38% | 0.55% | 0.92% | Q1 2019 | Q3 2021 | 8 |
Greystone Financial Group, LLC | 8 | 8 | 0.96% | 1.90% | 2.52% | Q4 2021 | Q3 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 2 | 0.01% | 0.29% | 0.43% | Q3 2020 | Q3 2023 | 8 |
Marcum Wealth, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Woodline Partners LP | 4 | 1 | 0.27% | 0.66% | 1.24% | Q4 2019 | Q3 2023 | 8 |
Avitas Wealth Management LLC | 7 | 1 | 0.15% | 0.73% | 0.99% | Q2 2019 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q2 2023 | 8 |
HBW ADVISORY SERVICES LLC | 8 | 8 | 0.69% | 1.05% | 1.39% | Q4 2021 | Q3 2023 | 8 |
LifePlan Financial Group, Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Certified Advisory Corp | 7 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2021 | 8 |
FIRST MERCANTILE TRUST CO | 8 | 8 | 0.06% | 0.11% | 0.14% | Q4 2019 | Q3 2021 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.16% | 0.23% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Cable Hill Partners, LLC | 6 | 2 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 8 |
Cambria Investment Management, L.P. | 7 | 1 | 0.01% | 0.62% | 0.84% | Q1 2019 | Q3 2023 | 8 |
WADE G W & INC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 8 |
CHILDRESS CAPITAL ADVISORS, LLC | 4 | 1 | 0.06% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.15% | 0.19% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Ford Financial Group, LLC | 7 | 1 | 0.03% | 0.11% | 0.17% | Q4 2019 | Q4 2021 | 8 |
Legacy Financial Advisors, Inc. | 6 | 2 | 0.01% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 8 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.06% | 0.14% | Q4 2018 | Q2 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.07% | 0.35% | 0.71% | Q4 2021 | Q3 2023 | 8 |
First Light Asset Management, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Financial Advocates Investment Management | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Transform Wealth, LLC | 4 | 1 | 0.02% | 0.13% | 0.73% | Q4 2018 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Zurich Insurance Group Ltd/FI | 4 | 4 | 0.02% | 0.08% | 0.19% | Q4 2018 | Q1 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Blooom, Inc. | 8 | 8 | 0.39% | 0.63% | 1.21% | Q4 2020 | Q3 2022 | 8 |
Keystone Financial Services | 8 | 8 | 0.12% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Ayalon Insurance Comp Ltd. | 8 | 8 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q2 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Level Financial Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AIA Group Ltd | 7 | 1 | 0.02% | 0.04% | 0.15% | Q3 2021 | Q3 2023 | 8 |
Cornerstone Advisors, Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2020 | 8 |
CenterBook Partners LP | 8 | 8 | 0.13% | 0.27% | 0.38% | Q4 2021 | Q3 2023 | 8 |
GRIFFIN ASSET MANAGEMENT, INC. | 7 | 1 | 0.00% | 0.23% | 0.33% | Q2 2019 | Q3 2023 | 8 |
SeaCrest Wealth Management, LLC | 6 | 2 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 8 |
Beaumont Financial Partners, LLC | 8 | 8 | 0.02% | 0.06% | 0.37% | Q4 2020 | Q3 2022 | 8 |
Redwood Grove Capital, LLC | 8 | 8 | 3.07% | 3.50% | 4.30% | Q4 2020 | Q3 2022 | 8 |
Castle Rock Wealth Management, LLC | 8 | 8 | 0.24% | 0.43% | 0.61% | Q4 2021 | Q3 2023 | 8 |
AGF Investments LLC | 8 | 8 | 0.01% | 0.19% | 0.34% | Q4 2018 | Q3 2020 | 8 |
One Wealth Advisors, LLC | 7 | 1 | 0.01% | 0.09% | 0.13% | Q1 2019 | Q3 2023 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.15% | 0.26% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Shay Capital LLC | 7 | 7 | 0.03% | 0.27% | 0.59% | Q1 2022 | Q3 2023 | 8 |
Financial Enhancement Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Demars Financial Group, LLC | 8 | 8 | 0.42% | 1.12% | 2.01% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.10% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.11% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Harvest Fund Management Co., Ltd | 5 | 3 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 8 |
Triangle Securities Wealth Management | 8 | 8 | 0.07% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.02% | 0.21% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.42% | 0.57% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Gladius Capital Management LP | 5 | 1 | 0.05% | 0.08% | 0.18% | Q3 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.20% | 0.83% | Q4 2021 | Q3 2023 | 8 |
VAN DEN BERG MANAGEMENT I, INC | 8 | 8 | 1.19% | 1.81% | 2.60% | Q4 2020 | Q3 2022 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.20% | 0.28% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Visionary Wealth Advisors | 8 | 8 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
EAGLE ASSET MANAGEMENT INC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
ETF MANAGERS GROUP, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2021 | 8 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.08% | 0.14% | 0.32% | Q2 2019 | Q1 2023 | 7 |
Dakota Wealth Management | 7 | 7 | 0.01% | 0.11% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Hayden Royal, LLC | 7 | 7 | 0.34% | 0.43% | 0.52% | Q4 2019 | Q2 2021 | 7 |
Sciencast Management LP | 2 | 1 | 0.10% | 0.54% | 0.90% | Q1 2019 | Q3 2023 | 7 |
Homrich & Berg | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 7 |
BRINKER CAPITAL INC | 7 | 7 | 0.27% | 0.32% | 0.40% | Q4 2018 | Q2 2020 | 7 |
EQUITEC PROPRIETARY MARKETS, LLC | 2 | 1 | 0.13% | 1.22% | 3.75% | Q4 2018 | Q4 2020 | 7 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.23% | 0.96% | Q4 2018 | Q1 2023 | 7 |
ACCIDENT COMPENSATION CORP | 7 | 7 | 1.20% | 1.40% | 1.89% | Q4 2018 | Q2 2020 | 7 |
OLD DOMINION CAPITAL MANAGEMENT INC | 7 | 7 | 0.69% | 0.82% | 1.09% | Q1 2020 | Q3 2021 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 7 |
WRAPMANAGER INC | 5 | 1 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 7 |
SMITH, MOORE & CO. | 7 | 7 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q2 2020 | 7 |
CLOUGH CAPITAL PARTNERS L P | 4 | 1 | 0.05% | 0.41% | 1.10% | Q4 2018 | Q3 2023 | 7 |
CJM Wealth Advisers, Ltd. | 7 | 7 | 0.12% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Knights of Columbus Asset Advisors LLC | 7 | 7 | 0.03% | 0.12% | 0.36% | Q4 2019 | Q2 2021 | 7 |
New Jersey Better Educational Savings Trust | 7 | 7 | 0.42% | 0.48% | 0.63% | Q1 2019 | Q3 2020 | 7 |
FIRST NATIONAL TRUST CO | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.30% | 0.39% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Edge Wealth Management LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 7 |
MUFG Securities EMEA plc | 3 | 1 | 0.01% | 0.10% | 0.21% | Q4 2018 | Q2 2021 | 7 |
Horizons Wealth Management | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q4 2023 | 7 |
Summit Financial, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q4 2022 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.35% | 0.40% | 0.48% | Q2 2022 | Q4 2023 | 7 |
Lenox Wealth Management, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.16% | 0.21% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
&PARTNERS | 5 | 2 | 0.26% | 0.35% | 0.44% | Q4 2018 | Q4 2020 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FirstPurpose Wealth LLC | 7 | 7 | 0.15% | 0.17% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.10% | 0.24% | Q4 2021 | Q3 2023 | 7 |
Kiltearn Partners LLP | 7 | 7 | 0.95% | 2.55% | 3.67% | Q1 2022 | Q3 2023 | 7 |
Resurgent Financial Advisors LLC | 7 | 7 | 0.07% | 0.12% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Narus Financial Partners, LLC | 7 | 7 | 0.16% | 0.23% | 0.30% | Q1 2022 | Q3 2023 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 3 | 0.11% | 0.31% | 0.55% | Q2 2021 | Q1 2023 | 7 |
Quantitative Investment Management, LLC | 2 | 1 | 0.03% | 0.62% | 2.31% | Q2 2019 | Q1 2023 | 7 |
Bryn Mawr Capital Management, LLC | 7 | 7 | 0.02% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q2 2023 | 7 |
SpiderRock Advisors, LLC | 4 | 3 | 0.06% | 0.10% | 0.17% | Q1 2019 | Q2 2021 | 7 |
EVERMAY WEALTH MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Capital International Sarl | 7 | 7 | 0.06% | 0.08% | 0.12% | Q1 2020 | Q3 2021 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Capital International, Inc./CA/ | 4 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 7 |
Municipal Employees' Retirement System of Michigan | 7 | 7 | 0.02% | 0.06% | 0.14% | Q4 2018 | Q2 2020 | 7 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 6 | 1 | 0.03% | 0.21% | 0.51% | Q4 2019 | Q2 2022 | 7 |
American Trust | 7 | 7 | 0.02% | 0.06% | 0.11% | Q4 2021 | Q2 2023 | 7 |
Manhattan West Asset Management, LLC | 7 | 7 | 0.67% | 0.84% | 0.94% | Q1 2022 | Q3 2023 | 7 |
Wedmont Private Capital | 7 | 7 | 0.06% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Security National Bank | 7 | 7 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
TRUEWEALTH LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Veritas Asset Management LLP | 7 | 7 | 3.85% | 6.05% | 7.85% | Q4 2018 | Q2 2020 | 7 |
Hudson Capital Management LLC | 5 | 2 | 0.21% | 1.03% | 1.44% | Q4 2018 | Q3 2023 | 7 |
Neo Ivy Capital Management | 2 | 1 | 0.09% | 0.41% | 0.84% | Q4 2018 | Q3 2023 | 7 |
Fortis Capital Management LLC | 7 | 7 | 0.19% | 0.46% | 1.05% | Q4 2020 | Q2 2022 | 7 |
WealthShield Partners, LLC | 6 | 1 | 0.02% | 0.08% | 0.16% | Q3 2020 | Q4 2022 | 7 |
ATWOOD & PALMER INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
SAMLYN CAPITAL, LLC | 7 | 7 | 0.24% | 0.81% | 1.88% | Q1 2022 | Q3 2023 | 7 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.10% | 0.54% | 1.19% | Q1 2019 | Q1 2023 | 7 |
TCF National Bank | 7 | 7 | 0.12% | 0.14% | 0.16% | Q3 2019 | Q1 2021 | 7 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.05% | 0.11% | 0.29% | Q1 2019 | Q4 2019 | 7 |
Seneca House Advisors | 6 | 1 | 0.12% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 7 |
Moon Capital Management, LLC | 7 | 7 | 0.04% | 3.41% | 5.56% | Q4 2018 | Q2 2020 | 7 |
New Potomac Partners, LLC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2019 | Q3 2020 | 7 |
Guinness Asset Management LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Simplify Asset Management Inc. | 5 | 2 | 0.01% | 0.19% | 0.45% | Q4 2021 | Q3 2023 | 7 |
Oxler Private Wealth LLC | 7 | 7 | 0.40% | 0.47% | 0.58% | Q4 2020 | Q2 2022 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.34% | 0.42% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 1 | 0.00% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
HealthCor Management, L.P. | 2 | 1 | 0.07% | 2.22% | 3.71% | Q4 2018 | Q3 2022 | 7 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.01% | 0.13% | 0.24% | Q2 2020 | Q3 2023 | 7 |
Aull & Monroe Investment Management Corp | 7 | 7 | 0.09% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
DF DENT & CO INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Perpetual Investment Management Ltd | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q4 2022 | 7 |
Epoch Investment Partners, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Marks Group Wealth Management, Inc | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
HealthInvest Partners AB | 4 | 3 | 5.01% | 8.37% | 10.24% | Q4 2020 | Q4 2022 | 7 |
MMA ASSET MANAGEMENT LLC | 7 | 7 | 0.16% | 0.20% | 0.24% | Q1 2022 | Q3 2023 | 7 |
GraniteShares Advisors LLC | 7 | 7 | 0.17% | 0.22% | 0.25% | Q4 2021 | Q2 2023 | 7 |
BBR PARTNERS, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Platform Technology Partners | 7 | 7 | 0.10% | 0.13% | 0.16% | Q1 2022 | Q3 2023 | 7 |
GMT CAPITAL CORP | 7 | 7 | 0.49% | 2.02% | 4.51% | Q4 2018 | Q2 2020 | 7 |
Maven Securities LTD | 4 | 1 | 0.01% | 0.04% | 0.14% | Q4 2018 | Q2 2022 | 7 |
Bayesian Capital Management, LP | 5 | 1 | 0.04% | 0.20% | 0.31% | Q3 2019 | Q2 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.04% | 0.13% | 0.33% | Q1 2022 | Q3 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
HARVEY CAPITAL MANAGEMENT INC | 7 | 7 | 0.23% | 0.27% | 0.36% | Q4 2018 | Q2 2020 | 7 |
Intersect Capital LLC | 7 | 7 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q2 2022 | 7 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.15% | 0.33% | 0.79% | Q2 2020 | Q1 2023 | 7 |
Donald L. Hagan, LLC | 7 | 7 | 0.46% | 0.65% | 0.95% | Q2 2021 | Q4 2022 | 7 |
PROFFITT & GOODSON INC | 5 | 2 | 0.00% | 0.02% | 0.16% | Q4 2018 | Q3 2020 | 7 |
Qtron Investments LLC | 6 | 1 | 0.10% | 0.23% | 0.36% | Q2 2020 | Q3 2023 | 7 |
CRAWFORD INVESTMENT COUNSEL INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2021 | 7 |
Moisand Fitzgerald Tamayo, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Petrus Trust Company, LTA | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 6 |
Willingdon Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q1 2020 | 6 |
SEIZERT CAPITAL PARTNERS, LLC | 6 | 6 | 0.14% | 0.16% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Paragon Capital Management Ltd | 6 | 6 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q1 2023 | 6 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 6 |
Brendel Financial Advisors LLC | 3 | 1 | 0.11% | 0.15% | 0.21% | Q1 2021 | Q1 2023 | 6 |
INVERNESS COUNSEL LLC /NY/ | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2022 | 6 |
Delos Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Five Oceans Advisors | 6 | 6 | 0.19% | 0.22% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Taylor Hoffman Wealth Management | 5 | 1 | 0.07% | 0.09% | 0.13% | Q4 2018 | Q2 2020 | 6 |
ALTFEST L J & CO INC | 2 | 2 | 0.04% | 0.09% | 0.20% | Q3 2021 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 6 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.52% | 0.71% | 0.94% | Q2 2022 | Q3 2023 | 6 |
Portman Square Capital LLP | 2 | 2 | 0.01% | 0.48% | 2.07% | Q4 2022 | Q1 2023 | 6 |
Northeast Financial Consultants Inc | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2022 | 6 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6 | 6 | 0.30% | 0.35% | 0.39% | Q4 2019 | Q1 2021 | 6 |
Fortress Wealth Group, LLC | 4 | 2 | 0.18% | 0.22% | 0.27% | Q1 2022 | Q3 2023 | 6 |
Osborn Williams & Donohoe LLC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q1 2020 | 6 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 6 | 6 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q1 2023 | 6 |
Hikari Tsushin, Inc. | 6 | 6 | 0.10% | 0.21% | 0.25% | Q2 2022 | Q3 2023 | 6 |
FORVIS Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2023 | 6 |
Rock Springs Capital Management LP | 6 | 6 | 0.48% | 0.88% | 1.31% | Q1 2019 | Q2 2020 | 6 |
PIEDMONT INVESTMENT ADVISORS INC | 6 | 6 | 0.08% | 0.21% | 0.64% | Q4 2018 | Q1 2020 | 6 |
Banco de Sabadell, S.A | 5 | 1 | 0.00% | 0.13% | 0.39% | Q4 2018 | Q3 2020 | 6 |
SYNTAX ADVISORS, LLC | 5 | 1 | 0.17% | 0.17% | 0.18% | Q4 2021 | Q2 2023 | 6 |
CHICAGO EQUITY PARTNERS LLC | 6 | 6 | 0.16% | 0.25% | 0.42% | Q4 2018 | Q1 2020 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MCDONALD PARTNERS LLC | 4 | 2 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q2 2022 | 6 |
Ninety One UK Ltd | 3 | 3 | 0.03% | 0.23% | 0.50% | Q4 2018 | Q2 2022 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 6 |
Everhart Financial Group, Inc. | 6 | 6 | 0.11% | 0.14% | 0.20% | Q2 2022 | Q3 2023 | 6 |
SkyView Investment Advisors, LLC | 6 | 6 | 0.00% | 0.07% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Thrive Wealth Management, LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
OAKBROOK INVESTMENTS LLC | 6 | 6 | 0.10% | 0.34% | 1.12% | Q4 2018 | Q1 2020 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.16% | 0.19% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Gladstone Institutional Advisory LLC | 6 | 6 | 0.03% | 0.10% | 0.40% | Q2 2022 | Q3 2023 | 6 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.15% | 0.46% | 0.80% | Q4 2018 | Q3 2023 | 6 |
Continuum Advisory, LLC | 6 | 6 | 0.08% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Johnson Midwest Financial, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Benin Management CORP | 6 | 6 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Burleson & Company, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
BANK OF HAWAII | 6 | 6 | 0.03% | 0.06% | 0.07% | Q4 2018 | Q1 2020 | 6 |
PRING TURNER CAPITAL GROUP INC | 6 | 6 | 0.20% | 0.23% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Cunning Capital Partners, LP | 6 | 6 | 0.81% | 1.02% | 1.29% | Q2 2022 | Q3 2023 | 6 |
WASHINGTON TRUST BANK | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q2 2020 | 6 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 6 | 6 | 0.41% | 0.52% | 0.58% | Q2 2022 | Q3 2023 | 6 |
Humankind Investments LLC | 6 | 6 | 0.18% | 0.22% | 0.25% | Q2 2022 | Q3 2023 | 6 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 4 | 2 | 0.84% | 1.37% | 2.79% | Q4 2019 | Q2 2021 | 6 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.07% | 0.10% | 0.14% | Q1 2019 | Q3 2023 | 6 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 6 |
Hexavest Inc. | 6 | 6 | 0.44% | 0.94% | 1.40% | Q4 2018 | Q1 2020 | 6 |
Americana Partners, LLC | 2 | 2 | 0.03% | 0.11% | 0.22% | Q4 2019 | Q3 2023 | 6 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 3 | 3 | 0.36% | 1.74% | 6.94% | Q3 2019 | Q4 2021 | 6 |
Braun-Bostich & Associates Inc. | 3 | 3 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q2 2020 | 6 |
BOYS ARNOLD & CO INC | 6 | 6 | 0.09% | 0.11% | 0.13% | Q4 2018 | Q1 2020 | 6 |
Rock Creek Group, LP | 3 | 1 | 0.00% | 0.11% | 0.33% | Q4 2018 | Q1 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.01% | 0.33% | 0.86% | Q3 2020 | Q1 2023 | 6 |
Court Place Advisors, LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
S&CO INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 6 |
Railway Pension Investments Ltd | 3 | 3 | 0.11% | 0.23% | 0.47% | Q4 2018 | Q1 2023 | 6 |
Professional Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
COOKSON PEIRCE & CO INC | 6 | 6 | 0.04% | 0.74% | 1.27% | Q2 2022 | Q3 2023 | 6 |
Unigestion Holding SA | 6 | 6 | 0.24% | 0.92% | 2.08% | Q2 2022 | Q3 2023 | 6 |
Empowered Funds, LLC | 6 | 6 | 0.07% | 0.20% | 0.49% | Q2 2022 | Q3 2023 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.22% | 0.29% | 0.33% | Q4 2020 | Q1 2022 | 6 |
Pacifica Partners Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2023 | 6 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 6 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.13% | 0.43% | 0.90% | Q1 2021 | Q1 2023 | 6 |
Stone Ridge Asset Management LLC | 4 | 2 | 0.04% | 0.17% | 0.62% | Q4 2018 | Q2 2020 | 6 |
J.Safra Asset Management Corp | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
XR Securities LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 6 |
TEALWOOD ASSET MANAGEMENT INC | 6 | 6 | 0.72% | 0.87% | 1.11% | Q4 2018 | Q1 2020 | 6 |
FOSTER & MOTLEY INC | 6 | 6 | 0.02% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
SteelPeak Wealth, LLC | 6 | 6 | 0.02% | 0.07% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Strategic Blueprint, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Peregrine Asset Advisers, Inc. | 3 | 1 | 0.12% | 1.26% | 3.32% | Q3 2019 | Q3 2023 | 6 |
Kore Private Wealth LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 6 |
VIKING GLOBAL INVESTORS LP | 6 | 6 | 0.42% | 1.27% | 2.39% | Q4 2019 | Q1 2021 | 6 |
GM Advisory Group, LLC | 4 | 2 | 0.12% | 0.32% | 0.67% | Q1 2020 | Q3 2023 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.17% | 0.23% | 0.29% | Q1 2022 | Q3 2023 | 6 |
XTX Topco Ltd | 2 | 1 | 0.07% | 0.26% | 0.46% | Q1 2021 | Q3 2023 | 6 |
Vise Technologies, Inc. | 6 | 6 | 0.11% | 0.14% | 0.18% | Q2 2022 | Q3 2023 | 6 |
CAMDEN NATIONAL BANK | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 6 |
HCR Wealth Advisors | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.22% | 0.25% | 0.32% | Q3 2022 | Q4 2023 | 6 |
PITTENGER & ANDERSON INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BLOOM TREE PARTNERS, LLC | 6 | 6 | 3.32% | 4.04% | 4.48% | Q4 2018 | Q1 2020 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 6 |
TODD ASSET MANAGEMENT LLC | 5 | 1 | 0.18% | 0.46% | 0.60% | Q4 2018 | Q3 2022 | 6 |
Baker Avenue Asset Management, LP | 5 | 1 | 0.00% | 0.03% | 0.11% | Q2 2020 | Q3 2023 | 6 |
PA Capital LLC | 3 | 3 | 0.26% | 0.62% | 1.31% | Q4 2018 | Q3 2020 | 6 |
PETTYJOHN, WOOD & WHITE, INC | 6 | 6 | 0.08% | 0.12% | 0.18% | Q2 2022 | Q3 2023 | 6 |
BALASA DINVERNO & FOLTZ LLC | 6 | 6 | 0.08% | 0.11% | 0.17% | Q2 2021 | Q3 2022 | 6 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 3 | 1 | 2.06% | 4.92% | 7.37% | Q2 2019 | Q2 2021 | 6 |
PATTON ALBERTSON MILLER GROUP, LLC | 6 | 6 | 0.23% | 0.27% | 0.31% | Q3 2019 | Q4 2020 | 6 |
CLARIS ADVISORS, LLC / MO / | 4 | 2 | 0.14% | 0.22% | 0.29% | Q1 2022 | Q3 2023 | 6 |
Horiko Capital Management LLC | 6 | 6 | 2.42% | 3.80% | 5.66% | Q2 2022 | Q3 2023 | 6 |
NORTH STAR ASSET MANAGEMENT INC | 4 | 2 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 6 |
Redwood Investment Management, LLC | 4 | 1 | 0.16% | 0.58% | 0.94% | Q4 2020 | Q3 2023 | 6 |
Peterson Financial Group, Inc. | 6 | 6 | 0.39% | 0.60% | 1.06% | Q4 2021 | Q1 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Altrius Capital Management Inc | 6 | 6 | 0.87% | 1.15% | 1.64% | Q2 2022 | Q3 2023 | 6 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 6 | 6 | 0.08% | 0.09% | 0.11% | Q4 2018 | Q1 2020 | 6 |
ASB Consultores, LLC | 6 | 6 | 0.15% | 0.22% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.07% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 | 6 | 0.02% | 0.08% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Measured Wealth Private Client Group, LLC | 6 | 6 | 0.10% | 0.16% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Virtus ETF Advisers LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 6 |
Freedom Day Solutions, LLC | 6 | 6 | 0.81% | 0.91% | 1.11% | Q2 2022 | Q3 2023 | 6 |
TOTH FINANCIAL ADVISORY CORP | 5 | 1 | 0.00% | 0.06% | 0.17% | Q4 2018 | Q2 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Burns Matteson Capital Management, LLC | 2 | 1 | 0.20% | 0.37% | 0.59% | Q1 2021 | Q1 2023 | 6 |
Atlas Private Wealth Advisors | 3 | 1 | 0.04% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 6 |
Cipher Capital LP | 2 | 1 | 0.13% | 0.43% | 0.82% | Q4 2018 | Q2 2022 | 6 |
Magnus Financial Group LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 5 |
SYMPHONY ASSET MANAGEMENT LLC | 5 | 5 | 0.13% | 0.26% | 0.46% | Q4 2018 | Q4 2019 | 5 |
Great Diamond Partners, LLC | 2 | 1 | 0.06% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 5 |
Lazard Freres Gestion S.A.S. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Single Point Partners, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q1 2023 | 5 |
Trilogy Capital Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Gibraltar Capital Management, Inc. | 5 | 5 | 1.76% | 2.54% | 3.37% | Q4 2018 | Q4 2019 | 5 |
NinePointTwo Capital LLC | 4 | 1 | 0.08% | 0.11% | 0.17% | Q4 2021 | Q1 2023 | 5 |
NEXPOINT ASSET MANAGEMENT, L.P. | 4 | 1 | 0.05% | 0.15% | 0.20% | Q4 2019 | Q4 2021 | 5 |
Wealth Management Solutions, LLC | 5 | 5 | 0.18% | 0.22% | 0.26% | Q4 2021 | Q4 2022 | 5 |
SECTOR GAMMA AS | 5 | 5 | 1.69% | 2.90% | 3.91% | Q4 2021 | Q4 2022 | 5 |
Merit Financial Group, LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
PFG Advisors | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
US Asset Management LLC | 2 | 1 | 0.10% | 0.13% | 0.18% | Q3 2021 | Q1 2023 | 5 |
AJO, LP | 4 | 1 | 0.00% | 0.09% | 0.22% | Q1 2019 | Q4 2020 | 5 |
Bridgefront Capital, LLC | 2 | 1 | 0.07% | 0.41% | 0.68% | Q4 2020 | Q3 2023 | 5 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q4 2019 | 5 |
ADVISORY RESEARCH INC | 4 | 1 | 0.05% | 0.71% | 1.06% | Q2 2022 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Human Investing LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
ANGELES WEALTH MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Crescent Grove Advisors, LLC | 3 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 5 |
West Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Squar Milner Financial Services LLC | 3 | 2 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q1 2020 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.19% | 0.23% | 0.29% | Q3 2022 | Q3 2023 | 5 |
COMERICA SECURITIES,INC. | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
ARDSLEY ADVISORY PARTNERS LP | 4 | 1 | 0.10% | 0.18% | 0.29% | Q4 2018 | Q3 2020 | 5 |
Banco Santander, S.A. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.12% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.05% | 0.15% | 0.20% | Q3 2022 | Q3 2023 | 5 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.03% | 0.09% | Q1 2020 | Q2 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q4 2023 | 5 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FNY Investment Advisers, LLC | 3 | 1 | 0.01% | 0.09% | 0.21% | Q4 2018 | Q4 2019 | 5 |
Future Financial Wealth Managment LLC | 5 | 5 | 0.11% | 0.18% | 0.24% | Q1 2021 | Q1 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q4 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.06% | 0.07% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q2 2021 | 5 |
NWAM LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Pavadi Capital LLC | 5 | 5 | 2.88% | 3.84% | 5.13% | Q4 2021 | Q4 2022 | 5 |
Frank, Rimerman Advisors LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q2 2023 | 5 |
Van Hulzen Asset Management, LLC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q4 2019 | Q4 2020 | 5 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.16% | 0.23% | Q2 2022 | Q3 2022 | 5 |
Caerus Investment Advisors, LLC | 4 | 4 | 0.25% | 0.33% | 0.48% | Q4 2021 | Q3 2022 | 5 |
Highstreet Asset Management Inc. | 5 | 5 | 0.05% | 0.10% | 0.18% | Q4 2018 | Q4 2019 | 5 |
BCWM, LLC | 5 | 5 | 1.14% | 1.24% | 1.37% | Q1 2019 | Q1 2020 | 5 |
DC Investments Management, LLC | 3 | 1 | 0.17% | 0.34% | 0.54% | Q4 2018 | Q4 2021 | 5 |
Whitnell & Co. | 5 | 5 | 0.79% | 0.91% | 1.18% | Q4 2018 | Q4 2019 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Bank Pictet & Cie (Europe) AG | 2 | 1 | 0.01% | 0.12% | 0.26% | Q3 2019 | Q3 2023 | 5 |
Soltis Investment Advisors LLC | 5 | 5 | 0.07% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
JARISLOWSKY, FRASER Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.04% | 0.19% | 0.43% | Q4 2020 | Q4 2021 | 5 |
HAZLETT, BURT & WATSON, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
BAMCO INC /NY/ | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 5 |
Alpha DNA Investment Management LLC | 3 | 2 | 0.00% | 0.33% | 0.71% | Q4 2020 | Q3 2023 | 5 |
Fulcrum Asset Management LLP | 5 | 5 | 0.15% | 0.36% | 0.51% | Q1 2021 | Q1 2022 | 5 |
Operose Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 5 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Tributary Capital Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q4 2019 | 5 |
Integral Health Asset Management, LLC | 2 | 1 | 0.80% | 2.82% | 6.25% | Q4 2019 | Q3 2023 | 5 |
Country Club Trust Company, n.a. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q1 2023 | 5 |
EASTERLY INVESTMENT PARTNERS LLC | 4 | 1 | 1.05% | 1.65% | 2.29% | Q1 2019 | Q3 2020 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.03% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 5 |
Xact Kapitalforvaltning AB | 5 | 5 | 0.14% | 0.24% | 0.31% | Q1 2019 | Q1 2020 | 5 |
Teewinot Capital Advisers, L.L.C. | 5 | 5 | 2.13% | 3.61% | 5.17% | Q3 2022 | Q3 2023 | 5 |
Canal Capital Management, LLC | 5 | 5 | 0.22% | 0.24% | 0.28% | Q4 2018 | Q4 2019 | 5 |
Saba Capital Management, L.P. | 3 | 3 | 0.03% | 0.14% | 0.27% | Q2 2022 | Q4 2022 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.22% | 0.29% | 0.36% | Q3 2022 | Q3 2023 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
SPC Financial, Inc. | 5 | 5 | 0.16% | 0.18% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
MYCIO WEALTH PARTNERS, LLC | 5 | 5 | 0.08% | 0.09% | 0.12% | Q4 2018 | Q4 2019 | 5 |
Fiduciary Trust Co International of Pennsylvania | 5 | 5 | 0.10% | 0.12% | 0.14% | Q1 2019 | Q1 2020 | 5 |
Hilltop Holdings Inc. | 3 | 2 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Tamarack Advisers, LP | 4 | 1 | 0.76% | 4.89% | 9.60% | Q2 2021 | Q3 2022 | 5 |
WASATCH ADVISORS LP | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
CEDAR ROCK CAPITAL LTD | 5 | 5 | 3.47% | 4.14% | 5.18% | Q4 2018 | Q4 2019 | 5 |
Quantitative Systematic Strategies LLC | 5 | 5 | 0.08% | 0.31% | 0.66% | Q3 2019 | Q3 2020 | 5 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.58% | 0.70% | 0.76% | Q3 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
BERRY GROUP, LLC | 5 | 5 | 0.50% | 0.60% | 0.73% | Q4 2019 | Q4 2020 | 5 |
Adero Partners, LLC | 3 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Landsberg, Bennett, & Dubbaneh LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q2 2019 | Q2 2020 | 5 |
Laidlaw Wealth Management LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Harbor Spring Capital, LLC | 5 | 5 | 4.29% | 4.78% | 5.75% | Q2 2022 | Q2 2023 | 5 |
DAVIS R M INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
EVERETT HARRIS & CO /CA/ | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 5 |
Steamboat Capital Partners, LLC | 5 | 5 | 3.39% | 7.01% | 12.39% | Q3 2022 | Q3 2023 | 5 |
Old North State Trust, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 3 | 2 | 0.79% | 1.30% | 1.78% | Q4 2021 | Q3 2023 | 5 |
Baron Financial Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 5 |
Compagnie Lombard Odier SCmA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 5 |
BSW Wealth Partners | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
CIM INVESTMENT MANAGEMENT INC | 3 | 2 | 0.21% | 0.24% | 0.27% | Q3 2021 | Q3 2023 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.06% | 0.09% | 0.18% | Q1 2019 | Q3 2023 | 5 |
Semmax Financial Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Horan Securities, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.02% | 0.11% | Q4 2019 | Q2 2022 | 5 |
WEALTH EFFECTS LLC | 4 | 1 | 0.09% | 0.12% | 0.15% | Q1 2022 | Q2 2023 | 5 |
Moreno Evelyn V | 3 | 2 | 0.05% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 5 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.04% | 0.12% | 0.30% | Q2 2020 | Q1 2023 | 5 |
Violich Capital Management, Inc. | 5 | 5 | 0.30% | 0.35% | 0.41% | Q3 2022 | Q3 2023 | 5 |
CLEARARC CAPITAL INC | 5 | 5 | 0.25% | 0.30% | 0.37% | Q4 2018 | Q4 2019 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Ceredex Value Advisors LLC | 5 | 5 | 0.66% | 0.98% | 1.32% | Q4 2018 | Q4 2019 | 5 |
Hamilton Capital, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Penobscot Investment Management Company, Inc. | 4 | 1 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Kimelman & Baird, LLC | 4 | 1 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q2 2021 | 5 |
Hudson Bay Capital Management LP | 3 | 2 | 0.08% | 0.28% | 0.48% | Q4 2018 | Q2 2020 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q2 2022 | 5 |
Graypoint LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Virtus Investment Advisers, Inc. | 4 | 4 | 0.41% | 0.45% | 0.52% | Q4 2022 | Q3 2023 | 4 |
SignalPoint Asset Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Column Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 4 |
Litman Gregory Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Euclidean Technologies Management, LLC | 2 | 1 | 0.16% | 0.45% | 1.21% | Q4 2018 | Q2 2022 | 4 |
WealthStone, Inc. | 3 | 1 | 0.00% | 0.09% | 0.14% | Q2 2019 | Q1 2021 | 4 |
Samalin Investment Counsel, LLC | 3 | 1 | 0.01% | 0.12% | 0.19% | Q4 2019 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.06% | 0.09% | Q3 2021 | Q2 2022 | 4 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 4 | 0.85% | 0.94% | 1.04% | Q4 2022 | Q3 2023 | 4 |
InterOcean Capital, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 4 |
Telemetry Investments, L.L.C. | 4 | 4 | 0.20% | 0.44% | 1.01% | Q4 2018 | Q3 2019 | 4 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 4 | 4 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q4 2019 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 4 | 0.02% | 0.07% | 0.19% | Q1 2019 | Q4 2019 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
BONTEMPO OHLY CAPITAL MGMT LLC | 4 | 4 | 2.13% | 2.69% | 3.09% | Q1 2022 | Q4 2022 | 4 |
True North Advisors, LLC | 3 | 1 | 0.18% | 0.47% | 0.70% | Q3 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 4 |
Lumina Fund Management LLC | 4 | 4 | 0.39% | 0.43% | 0.48% | Q4 2018 | Q3 2019 | 4 |
Summit Asset Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q4 2022 | 4 |
Rovida Advisors Inc. | 3 | 1 | 0.43% | 1.62% | 2.40% | Q1 2019 | Q3 2020 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Cedar Wealth Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q3 2019 | 4 |
Tavio Capital LLC | 4 | 4 | 2.49% | 12.73% | 18.70% | Q3 2019 | Q2 2020 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q3 2019 | 4 |
Enlightenment Research, LLC | 2 | 1 | 0.17% | 0.73% | 1.31% | Q1 2019 | Q2 2021 | 4 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2022 | 4 |
First Capital Advisors Group, LLC. | 3 | 1 | 0.05% | 0.17% | 0.25% | Q2 2022 | Q2 2023 | 4 |
Syverson Strege & Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 4 |
QUEST INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q2 2020 | 4 |
York Capital Management Global Advisors, LLC | 4 | 4 | 0.85% | 2.49% | 4.75% | Q4 2018 | Q3 2019 | 4 |
Neuburgh Advisers LLC | 4 | 4 | 0.50% | 0.76% | 1.29% | Q4 2018 | Q3 2019 | 4 |
Asset Planning Services, Ltd. | 4 | 4 | 0.12% | 0.15% | 0.17% | Q4 2018 | Q3 2019 | 4 |
Elkfork Partners LLC | 4 | 4 | 0.68% | 0.98% | 1.63% | Q4 2018 | Q3 2019 | 4 |
COWEN INC. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 4 |
Benson Investment Management Company, Inc. | 4 | 4 | 2.01% | 2.33% | 2.70% | Q4 2022 | Q3 2023 | 4 |
Meadow Creek Investment Management LLC | 4 | 4 | 0.66% | 0.98% | 1.63% | Q4 2018 | Q3 2019 | 4 |
Glen Harbor Capital Management LLC | 4 | 4 | 0.45% | 0.66% | 1.10% | Q4 2018 | Q3 2019 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.02% | 0.05% | Q2 2023 | Q3 2023 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.41% | 0.46% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.38% | 0.60% | 0.96% | Q4 2019 | Q4 2020 | 4 |
MPS Loria Financial Planners, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Diametric Capital, LP | 3 | 1 | 0.48% | 0.62% | 0.84% | Q2 2022 | Q3 2023 | 4 |
MD Financial Management Inc. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Pentwater Capital Management LP | 4 | 4 | 0.00% | 0.21% | 0.47% | Q4 2018 | Q3 2019 | 4 |
Monument Capital Management | 2 | 2 | 0.12% | 0.14% | 0.18% | Q3 2022 | Q3 2023 | 4 |
Financial Engines Advisors L.L.C. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Providence Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 4 |
Centerpoint Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2022 | Q3 2023 | 4 |
Winthrop Partners - WNY, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Marquette Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 4 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 4 | 4 | 0.49% | 0.66% | 0.88% | Q1 2019 | Q4 2019 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Peachtree Investment Partners, LLC | 4 | 4 | 0.13% | 0.27% | 0.57% | Q2 2022 | Q1 2023 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2019 | 4 |
Canton Hathaway, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 4 |
Strategic Investment Advisors / MI | 4 | 4 | 0.16% | 0.20% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Advisory Resource Group | 2 | 2 | 0.21% | 0.55% | 0.88% | Q3 2019 | Q3 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2021 | 4 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 4 | 4 | 0.40% | 0.66% | 0.83% | Q1 2019 | Q4 2019 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 4 |
Invenomic Capital Management LP | 4 | 4 | 0.74% | 1.22% | 2.02% | Q3 2021 | Q2 2022 | 4 |
Bremer Bank National Association | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q4 2019 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q4 2019 | 4 |
Advisors Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Avidity Partners Management LP | 2 | 1 | 0.90% | 2.19% | 3.87% | Q4 2019 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.14% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Altshuler Shaham Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 4 |
Bowling Portfolio Management LLC | 2 | 1 | 0.11% | 0.27% | 0.50% | Q4 2018 | Q3 2022 | 4 |
Connacht Asset Management LP | 4 | 4 | 0.23% | 0.62% | 1.08% | Q2 2022 | Q1 2023 | 4 |
HOHIMER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.18% | 0.23% | 0.29% | Q4 2019 | Q3 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q4 2020 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 4 |
Souders Financial Advisors | 4 | 4 | 0.29% | 0.31% | 0.32% | Q1 2020 | Q4 2020 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.20% | 0.24% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q1 2022 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2021 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.13% | 0.18% | 0.22% | Q4 2020 | Q3 2021 | 4 |
Jump Financial, LLC | 1 | 1 | 0.02% | 0.09% | 0.29% | Q1 2021 | Q3 2023 | 4 |
Weaver C. Barksdale & Associates, Inc. | 4 | 4 | 0.19% | 0.27% | 0.45% | Q4 2022 | Q3 2023 | 4 |
M. Kulyk & Associates, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 4 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Colonial River Wealth Management, LLC | 4 | 4 | 0.15% | 0.18% | 0.19% | Q2 2022 | Q1 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.25% | 0.29% | 0.35% | Q4 2022 | Q3 2023 | 4 |
BOONE CAPITAL MANAGEMENT LLC | 4 | 4 | 10.04% | 11.29% | 12.28% | Q4 2022 | Q3 2023 | 4 |
Activest Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.06% | 0.11% | Q4 2021 | Q4 2022 | 4 |
New Millennium Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Ascent Group, LLC | 4 | 4 | 0.03% | 0.09% | 0.24% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Balboa Wealth Partners | 2 | 2 | 0.08% | 0.10% | 0.14% | Q3 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 2.47% | 2.70% | 3.32% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 0.23% | 0.25% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.06% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.45% | 0.49% | 0.55% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 2.33% | 2.64% | 3.48% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.40% | 0.43% | 0.46% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.10% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.23% | 0.28% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.09% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 0.28% | 0.30% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.07% | 0.26% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.05% | 0.12% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.30% | 0.33% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.28% | 0.32% | 0.40% | Q4 2022 | Q3 2023 | 4 |
3Chopt Investment Partners, LLC | 4 | 4 | 1.30% | 1.51% | 1.83% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ALESCO ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
PRINCETON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 4 | 4 | 0.29% | 0.67% | 0.98% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q2 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
CYPRESS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
WHITE PINE CAPITAL LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 1.04% | 1.17% | 1.50% | Q4 2022 | Q3 2023 | 4 |
MUHLENKAMP & CO INC | 4 | 4 | 2.26% | 2.43% | 2.78% | Q1 2019 | Q4 2019 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 4 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.05% | 0.12% | 0.20% | Q4 2018 | Q3 2019 | 4 |
L. Roy Papp & Associates, LLP | 4 | 4 | 0.04% | 0.07% | 0.13% | Q4 2018 | Q3 2019 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q4 2023 | 4 |
Bell Bank | 3 | 1 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q4 2019 | 4 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
SMITH ASSET MANAGEMENT GROUP LP | 2 | 2 | 0.25% | 0.39% | 0.50% | Q4 2018 | Q3 2020 | 4 |
COBALT CAPITAL MANAGEMENT, INC. | 2 | 1 | 0.58% | 2.52% | 4.60% | Q4 2019 | Q1 2022 | 4 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 4 | 4 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2019 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
BOSTON ADVISORS LLC | 4 | 4 | 0.07% | 0.11% | 0.16% | Q4 2018 | Q3 2019 | 4 |
ALBION FINANCIAL GROUP /UT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
OLD SECOND NATIONAL BANK OF AURORA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
A. D. Beadell Investment Counsel, Inc. | 4 | 4 | 1.32% | 1.58% | 2.07% | Q3 2021 | Q2 2022 | 4 |
TIVERTON ASSET MANAGEMENT LLC | 4 | 4 | 0.33% | 0.51% | 0.82% | Q4 2018 | Q3 2019 | 4 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.07% | 0.23% | 0.61% | Q4 2018 | Q3 2019 | 4 |
Cumberland Partners Ltd | 3 | 1 | 0.06% | 0.29% | 0.43% | Q2 2022 | Q3 2023 | 4 |
GREEN VALLEY INVESTORS LLC | 4 | 4 | 4.60% | 5.33% | 6.80% | Q4 2018 | Q3 2019 | 4 |
Alpha Family Trust | 2 | 1 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 3 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Thomasville National Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
HOWARD CAPITAL MANAGEMENT | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.02% | 0.79% | 1.27% | Q4 2020 | Q1 2023 | 3 |
BBVA USA Bancshares, Inc. | 2 | 1 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q4 2019 | 3 |
MANA Advisors LLC | 1 | 1 | 0.97% | 7.79% | 20.84% | Q3 2019 | Q2 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Goldstein Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Jupiter Investment Management Ltd | 2 | 1 | 0.06% | 0.24% | 0.56% | Q3 2019 | Q2 2020 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
MANGROVE PARTNERS IM, LLC | 2 | 1 | 0.23% | 0.79% | 1.91% | Q3 2020 | Q2 2021 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.12% | 0.19% | Q4 2018 | Q2 2019 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Naviter Wealth, LLC | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Maj Invest Holding A/S | 3 | 3 | 5.64% | 7.00% | 7.82% | Q1 2023 | Q3 2023 | 3 |
Spectrum Management Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.34% | 0.43% | 0.57% | Q1 2023 | Q3 2023 | 3 |
RBA Wealth Management, LLC | 3 | 3 | 1.16% | 1.25% | 1.35% | Q1 2023 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
CHEMICAL BANK | 3 | 3 | 0.12% | 0.15% | 0.19% | Q4 2018 | Q2 2019 | 3 |
Price Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Stokes Family Office, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 3 |
Bellecapital International Ltd. | 3 | 3 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q1 2023 | 3 |
Tradewinds, LLC. | 2 | 1 | 0.12% | 0.15% | 0.17% | Q2 2022 | Q3 2023 | 3 |
ZACKS INVESTMENT MANAGEMENT | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 3 |
Buckley Wealth Management, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2023 | 3 |
Empirical Asset Management, LLC | 2 | 1 | 0.52% | 0.61% | 0.69% | Q4 2021 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Cypress Capital, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2021 | 3 |
FIDUCIENT ADVISORS LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q3 2021 | 3 |
Enterprise Trust & Investment Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Shelter Ins Retirement Plan | 3 | 3 | 0.51% | 0.58% | 0.69% | Q4 2018 | Q2 2019 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.34% | 0.35% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Cohen Klingenstein LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Alyeska Investment Group, L.P. | 3 | 3 | 0.64% | 0.78% | 0.91% | Q1 2023 | Q3 2023 | 3 |
Summit Global Investments | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Townsend & Associates, Inc | 3 | 3 | 0.75% | 0.91% | 1.01% | Q3 2021 | Q1 2022 | 3 |
Summit Trail Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 3 |
Settian Capital LP | 3 | 3 | 2.13% | 2.96% | 3.88% | Q3 2022 | Q1 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 3 |
Relaxing Retirement Coach | 3 | 3 | 0.14% | 0.16% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Partner Investment Management, L.P. | 2 | 1 | 0.93% | 2.01% | 3.25% | Q4 2018 | Q4 2019 | 3 |
Avalon Trust Co | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Polar Capital LLP | 3 | 3 | 0.13% | 0.14% | 0.15% | Q3 2019 | Q1 2020 | 3 |
KLINGENSTEIN FIELDS & CO LP | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
COMMONWEALTH BANK OF AUSTRALIA | 3 | 3 | 0.13% | 0.16% | 0.21% | Q4 2018 | Q2 2019 | 3 |
Sculptor Capital LP | 3 | 3 | 0.12% | 0.31% | 0.41% | Q2 2019 | Q4 2019 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.06% | 0.17% | 0.39% | Q1 2019 | Q3 2019 | 3 |
Cordatus Wealth Management LLC | 3 | 3 | 0.80% | 1.57% | 2.76% | Q1 2022 | Q3 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Parisi Gray Wealth Management | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2021 | 3 |
Highview Capital Management LLC/DE/ | 3 | 3 | 0.57% | 0.69% | 0.75% | Q3 2022 | Q1 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Mount Capital Ltd | 3 | 3 | 0.81% | 0.94% | 1.02% | Q3 2022 | Q1 2023 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
CHURCHILL MANAGEMENT Corp | 2 | 1 | 0.10% | 0.14% | 0.20% | Q4 2018 | Q2 2020 | 3 |
Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Iron Triangle Partners LP | 3 | 3 | 2.73% | 4.41% | 6.94% | Q2 2022 | Q4 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Axiom Financial Strategies, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q3 2022 | 3 |
Arden Trust Co | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
HARVEST CAPITAL MANAGEMENT INC | 3 | 3 | 0.10% | 0.12% | 0.15% | Q4 2018 | Q2 2019 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Ninety One North America, Inc. | 3 | 3 | 0.15% | 0.18% | 0.22% | Q4 2018 | Q2 2019 | 3 |
JACKSON SQUARE CAPITAL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 3 |
Power Corp of Canada | 3 | 3 | 0.20% | 0.27% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Bronson Point Management LLC | 3 | 3 | 1.06% | 2.73% | 4.02% | Q4 2019 | Q2 2020 | 3 |
Rinet Co LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 3 |
OVERSEA-CHINESE BANKING Corp Ltd | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.07% | 0.09% | 0.11% | Q2 2021 | Q4 2021 | 3 |
MISSION WEALTH MANAGEMENT, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
JOHN G ULLMAN & ASSOCIATES INC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q2 2019 | 3 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 3 |
Perpetual Ltd | 3 | 3 | 0.02% | 0.23% | 0.39% | Q1 2023 | Q3 2023 | 3 |
VisionPoint Advisory Group, LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 3 |
Relyea Zuckerberg Hanson LLC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 3 |
NORWOOD FINANCIAL CORP | 3 | 3 | 0.00% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Scion Asset Management | 2 | 1 | 0.44% | 5.11% | 8.92% | Q1 2022 | Q2 2023 | 3 |
West Family Investments, Inc. | 2 | 1 | 0.08% | 0.10% | 0.11% | Q2 2021 | Q3 2023 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
COBIZ WEALTH, LLC | 3 | 3 | 1.36% | 1.63% | 1.98% | Q4 2018 | Q2 2019 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sterling Capital Management LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q2 2019 | 3 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.00% | 0.17% | 0.26% | Q4 2018 | Q1 2020 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.71% | 0.83% | 1.06% | Q3 2022 | Q1 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Traynor Capital Management, Inc. | 1 | 1 | 0.03% | 0.06% | 0.11% | Q4 2018 | Q4 2022 | 3 |
CORNERSTONE ADVISORS INC | 2 | 1 | 0.00% | 0.30% | 0.51% | Q4 2018 | Q4 2021 | 3 |
Cerebellum GP, LLC | 2 | 1 | 0.26% | 0.28% | 0.30% | Q1 2019 | Q4 2019 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Optima Fund Management LLC | 3 | 3 | 1.59% | 1.92% | 2.18% | Q4 2018 | Q2 2019 | 3 |
JBF Capital, Inc. | 3 | 3 | 0.15% | 0.17% | 0.19% | Q1 2019 | Q3 2019 | 3 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Alpha Paradigm Partners, LLC | 2 | 1 | 0.12% | 0.20% | 0.34% | Q4 2021 | Q4 2022 | 3 |
CADENCE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Westover Capital Advisors, LLC | 3 | 3 | 0.08% | 0.29% | 0.41% | Q1 2023 | Q3 2023 | 3 |
SevenBridge Financial Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Quilter Plc | 3 | 3 | 0.01% | 0.04% | 0.09% | Q1 2021 | Q3 2021 | 3 |
MARATHON CAPITAL MANAGEMENT | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
CAPITAL GUARDIAN TRUST CO | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
WILLIAMS JONES & ASSOCIATES LLC | 3 | 3 | 0.05% | 0.10% | 0.14% | Q4 2018 | Q2 2019 | 3 |
NJ State Employees Deferred Compensation Plan | 3 | 3 | 0.20% | 0.21% | 0.23% | Q1 2023 | Q3 2023 | 3 |
DB Wealth Management Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 2 | 1 | 0.51% | 0.67% | 0.89% | Q2 2019 | Q1 2020 | 3 |
Simmons Bank | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 3 |
EQUITY INVESTMENT CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Cognios Capital, LLC | 3 | 3 | 0.09% | 0.27% | 0.62% | Q3 2019 | Q1 2020 | 3 |
Atlas Private Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.04% | 0.10% | 0.14% | Q4 2020 | Q3 2021 | 3 |
Main Street Financial Solutions, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Hikari Power Ltd | 3 | 3 | 0.60% | 0.64% | 0.67% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.55% | 0.57% | 0.59% | Q1 2023 | Q3 2023 | 3 |
Iowa State Bank | 3 | 3 | 0.10% | 0.12% | 0.14% | Q3 2019 | Q1 2020 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.35% | 0.40% | 0.44% | Q1 2023 | Q3 2023 | 3 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.27% | 0.45% | 0.65% | Q4 2020 | Q4 2022 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.17% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
PURA VIDA INVESTMENTS, LLC | 2 | 1 | 0.40% | 0.75% | 1.10% | Q4 2019 | Q1 2021 | 3 |
VERNIER CAPITAL PARTNERS, LP | 1 | 1 | 2.39% | 4.52% | 5.84% | Q4 2018 | Q2 2019 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
LVW Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q4 2022 | 3 |
VICUS CAPITAL | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2022 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Lowe Wealth Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q2 2023 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
BRIDGES INVESTMENT MANAGEMENT INC | 3 | 3 | 0.02% | 0.09% | 0.16% | Q4 2018 | Q2 2019 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.32% | 0.34% | 0.38% | Q4 2018 | Q2 2019 | 3 |
PIONEER TRUST BANK N A/OR | 3 | 3 | 0.13% | 0.16% | 0.19% | Q1 2022 | Q3 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.03% | 0.12% | 0.20% | Q4 2018 | Q1 2019 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.14% | 0.42% | 0.70% | Q3 2022 | Q1 2023 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
Ascendant Capital Management, LLC | 2 | 2 | 1.49% | 1.61% | 1.74% | Q3 2022 | Q4 2022 | 2 |
FORTEM FINANCIAL GROUP, LLC | 2 | 2 | 0.28% | 0.33% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Arabesque Asset Management Ltd | 2 | 2 | 0.88% | 0.98% | 1.07% | Q3 2022 | Q4 2022 | 2 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.68% | 0.80% | 0.91% | Q4 2018 | Q1 2019 | 2 |
Claro Advisors LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q4 2022 | 2 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.19% | 1.08% | 1.96% | Q4 2018 | Q1 2019 | 2 |
HEADINVEST, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Rockbridge Investment Management, LCC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Long Focus Capital Management, LLC | 2 | 2 | 0.14% | 0.42% | 0.70% | Q1 2023 | Q2 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q1 2019 | 2 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.10% | 0.18% | Q3 2020 | Q3 2021 | 2 |
AIA Investment Management Private Ltd | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2020 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.03% | 0.08% | 0.13% | Q4 2018 | Q1 2019 | 2 |
Oak Thistle LLC | 1 | 1 | 0.43% | 0.46% | 0.49% | Q1 2023 | Q3 2023 | 2 |
MorganRosel Wealth Management, LLC | 2 | 2 | 0.46% | 0.53% | 0.60% | Q3 2022 | Q4 2022 | 2 |
McLean Asset Management Corp | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Astrantus Ltd | 2 | 2 | 0.38% | 0.47% | 0.56% | Q4 2021 | Q1 2022 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.71% | 1.83% | 1.95% | Q4 2018 | Q2 2023 | 2 |
Employers Holdings, Inc. | 1 | 1 | 0.18% | 0.26% | 0.34% | Q2 2019 | Q1 2020 | 2 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 2 |
PATRON PARTNERS, LLC | 1 | 1 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 2 |
All Season Financial Advisors, Inc. | 2 | 2 | 0.19% | 0.22% | 0.25% | Q2 2022 | Q3 2022 | 2 |
TKG Advisors, LLC | 2 | 2 | 1.94% | 1.98% | 2.02% | Q3 2022 | Q4 2022 | 2 |
Goodman Financial Corp | 2 | 2 | 3.17% | 3.32% | 3.48% | Q2 2023 | Q3 2023 | 2 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Hawkeye Capital Management, LLC | 2 | 2 | 14.55% | 15.08% | 15.61% | Q2 2019 | Q3 2019 | 2 |
Center For Asset Management LLC | 2 | 2 | 0.47% | 0.49% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Stanley-Laman Group, Ltd. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Cassia Capital Partners, LLC | 2 | 2 | 0.18% | 0.21% | 0.25% | Q4 2022 | Q1 2023 | 2 |
ALPINE ASSOCIATES MANAGEMENT INC. | 1 | 1 | 0.09% | 0.39% | 0.69% | Q4 2018 | Q4 2018 | 2 |
APOGEM CAPITAL LLC | 1 | 1 | 0.51% | 1.05% | 1.59% | Q4 2020 | Q3 2022 | 2 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
TEACHERS ADVISORS, LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q4 2018 | Q1 2019 | 2 |
Q3 Asset Management | 1 | 1 | 0.33% | 0.84% | 1.35% | Q2 2021 | Q3 2022 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 2 |
G&S Capital LLC | 2 | 2 | 0.86% | 0.88% | 0.91% | Q3 2022 | Q4 2022 | 2 |
FISHMAN JAY A LTD/MI | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 2 | 0.44% | 0.45% | 0.45% | Q1 2021 | Q2 2021 | 2 |
Congress Park Capital LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q1 2020 | Q2 2020 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 2 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q3 2022 | 2 |
Accurate Wealth Management, LLC | 2 | 2 | 0.13% | 0.19% | 0.25% | Q3 2022 | Q4 2022 | 2 |
Quadrant Private Wealth Management, LLC | 2 | 2 | 0.13% | 0.17% | 0.22% | Q1 2020 | Q2 2020 | 2 |
Cito Capital Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q1 2023 | 2 |
Aevitas Wealth Management, Inc. | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2018 | Q1 2019 | 2 |
Quantedge Capital Pte Ltd | 2 | 2 | 0.43% | 0.46% | 0.50% | Q2 2021 | Q3 2021 | 2 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 2 | 2 | 1.41% | 1.45% | 1.48% | Q4 2021 | Q1 2022 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Wealth Advisors of Tampa Bay, LLC | 2 | 2 | 0.36% | 0.49% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Ferris Capital, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CLEAR STREET LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q1 2023 | Q1 2023 | 2 |
TCWP LLC | 2 | 2 | 0.01% | 0.48% | 0.94% | Q4 2021 | Q1 2022 | 2 |
BFSG, LLC | 1 | 1 | 0.11% | 0.11% | 0.12% | Q4 2019 | Q4 2020 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
WADDELL & REED FINANCIAL INC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Donoghue Forlines LLC | 2 | 2 | 0.14% | 0.21% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q4 2021 | 2 |
OmniStar Financial Group, Inc. | 2 | 2 | 0.26% | 0.28% | 0.30% | Q3 2022 | Q4 2022 | 2 |
Byrne Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Ulland Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.21% | 0.34% | 0.47% | Q4 2022 | Q1 2023 | 2 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.34% | 0.74% | 1.13% | Q1 2023 | Q3 2023 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.10% | 0.14% | 0.17% | Q4 2018 | Q1 2019 | 2 |
PROVENCE WEALTH MANAGEMENT GROUP | 2 | 2 | 0.14% | 0.17% | 0.20% | Q2 2023 | Q3 2023 | 2 |
BAR HARBOR WEALTH MANAGEMENT | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2019 | 2 |
GQG Partners LLC | 2 | 2 | 0.01% | 1.08% | 2.16% | Q4 2022 | Q1 2023 | 2 |
Eversept Partners, LP | 2 | 2 | 0.66% | 0.69% | 0.73% | Q1 2021 | Q2 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Par Capital Management | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2018 | Q1 2019 | 2 |
K2 PRINCIPAL FUND, L.P. | 2 | 2 | 0.10% | 0.21% | 0.31% | Q4 2018 | Q1 2019 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
XY Capital Ltd | 1 | 1 | 0.66% | 0.74% | 0.82% | Q3 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Verity & Verity, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Granite Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q3 2022 | Q4 2022 | 2 |
Copernicus Capital Management, LLC | 2 | 2 | 10.72% | 11.23% | 11.74% | Q4 2019 | Q1 2020 | 2 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2 | 2 | 1.59% | 1.64% | 1.69% | Q2 2023 | Q3 2023 | 2 |
AustralianSuper Pty Ltd | 2 | 2 | 0.11% | 0.22% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Voleon Capital Management LP | 1 | 1 | 0.14% | 0.89% | 1.65% | Q4 2018 | Q2 2019 | 2 |
WMS Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.35% | 0.35% | 0.36% | Q2 2023 | Q3 2023 | 2 |
National Mutual Insurance Federation of Agricultural Cooperatives | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Nordwand Advisors, LLC | 2 | 2 | 0.30% | 0.47% | 0.65% | Q4 2022 | Q1 2023 | 2 |
Foundry Partners, LLC | 2 | 2 | 0.95% | 0.96% | 0.98% | Q3 2022 | Q4 2022 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.31% | 0.36% | 0.41% | Q4 2022 | Q1 2023 | 2 |
Quarry LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.03% | 0.20% | 0.36% | Q4 2022 | Q1 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.26% | 0.29% | 0.32% | Q4 2022 | Q3 2023 | 2 |
Longbow Finance SA | 2 | 2 | 1.24% | 1.48% | 1.71% | Q4 2022 | Q1 2023 | 2 |
Chiron Investment Management, LLC | 2 | 2 | 1.06% | 1.65% | 2.23% | Q2 2022 | Q3 2022 | 2 |
Wunderlich Capital Managemnt | 2 | 2 | 0.74% | 0.83% | 0.93% | Q4 2018 | Q1 2019 | 2 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Empire Financial Management Company, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.07% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.06% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.19% | 0.21% | 0.24% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.26% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 2 |
Gilbert & Cook, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
GUARDIAN CAPITAL LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
STEADFAST CAPITAL MANAGEMENT LP | 2 | 2 | 2.19% | 2.60% | 3.01% | Q1 2021 | Q2 2021 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.17% | 0.34% | Q4 2018 | Q1 2020 | 2 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 2 |
Arbor Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.02% | 0.05% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Cornerstone Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2023 | Q2 2023 | 2 |
GENERAL AMERICAN INVESTORS CO INC | 2 | 2 | 0.24% | 0.60% | 0.96% | Q2 2023 | Q3 2023 | 2 |
Live Your Vision, LLC | 2 | 2 | 0.12% | 0.15% | 0.18% | Q4 2018 | Q1 2019 | 2 |
Strategic Global Advisors, LLC | 2 | 2 | 0.30% | 0.34% | 0.38% | Q2 2020 | Q3 2020 | 2 |
JOYN Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.07% | Q4 2018 | Q1 2020 | 2 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.11% | 0.13% | 0.15% | Q1 2021 | Q4 2021 | 2 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.31% | 0.61% | Q4 2018 | Q3 2023 | 2 |
Darwin Wealth Management, LLC | 2 | 2 | 0.81% | 0.83% | 0.86% | Q4 2019 | Q1 2020 | 2 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.12% | 0.66% | 1.19% | Q3 2020 | Q2 2021 | 2 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.92% | 1.12% | 1.32% | Q4 2018 | Q4 2018 | 2 |
Fiera Capital Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q4 2022 | 2 |
STRALEM & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
VESTOR CAPITAL, LLC | 2 | 2 | 0.78% | 1.04% | 1.29% | Q4 2018 | Q1 2019 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.13% | 0.17% | 0.21% | Q1 2020 | Q2 2020 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q2 2019 | Q1 2020 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2 | 2 | 1.15% | 4.00% | 6.85% | Q3 2019 | Q4 2019 | 2 |
Tech Square Trading LP | 2 | 2 | 1.11% | 1.90% | 2.70% | Q4 2018 | Q1 2019 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q1 2022 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
LYNCH & ASSOCIATES/IN | 2 | 2 | 0.16% | 0.20% | 0.24% | Q3 2023 | Q4 2023 | 2 |
KWMG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q3 2022 | Q4 2022 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.08% | 0.25% | 0.42% | Q2 2019 | Q1 2020 | 2 |
TCG Advisors, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Junto Capital Management LP | 2 | 2 | 1.12% | 1.37% | 1.62% | Q2 2023 | Q3 2023 | 2 |
Coronation Fund Managers Ltd. | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2019 | Q3 2019 | 2 |
NOTTINGHAM ADVISORS, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RELIANCE TRUST CO OF DELAWARE | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
SG3 Management, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
RUDMAN ERROL M | 2 | 2 | 1.78% | 1.98% | 2.18% | Q4 2018 | Q1 2019 | 2 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.09% | 0.18% | 0.27% | Q4 2018 | Q2 2021 | 2 |
C WorldWide Group Holding A/S | 2 | 2 | 0.06% | 0.10% | 0.15% | Q4 2018 | Q1 2019 | 2 |
Boston Trust Walden Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q4 2022 | 2 |
BRAUN STACEY ASSOCIATES INC | 2 | 2 | 0.71% | 0.92% | 1.12% | Q4 2022 | Q1 2023 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.54% | 0.90% | 1.27% | Q4 2018 | Q1 2019 | 2 |
Crestline Management, LP | 2 | 2 | 1.19% | 1.42% | 1.65% | Q2 2019 | Q3 2019 | 2 |
BlueCrest Capital Management Ltd | 2 | 2 | 0.01% | 0.15% | 0.28% | Q4 2018 | Q1 2019 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.56% | 0.61% | 0.66% | Q3 2022 | Q4 2022 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.19% | 0.22% | 0.26% | Q3 2022 | Q4 2022 | 2 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.22% | 0.28% | 0.35% | Q4 2018 | Q1 2019 | 2 |
Pekin Hardy Strauss, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Olympiad Research LP | 1 | 1 | 0.16% | 0.22% | 0.27% | Q3 2020 | Q3 2023 | 2 |
Beacon Harbor Wealth Advisors, Inc. | 2 | 2 | 1.52% | 1.94% | 2.37% | Q4 2019 | Q1 2020 | 2 |
SCHOLTZ & COMPANY, LLC | 2 | 2 | 1.01% | 1.03% | 1.04% | Q3 2022 | Q4 2022 | 2 |
Coastline Trust Co | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
DT Investment Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Meridian Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
WASHBURN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.14% | 0.16% | 0.19% | Q1 2021 | Q2 2022 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Paragon Advisors, LLC | 2 | 2 | 0.37% | 0.43% | 0.49% | Q2 2023 | Q3 2023 | 2 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 0.20% | 0.37% | 0.53% | Q3 2019 | Q3 2019 | 2 |
Spouting Rock Asset Management, LLC | 2 | 2 | 0.43% | 0.49% | 0.55% | Q2 2022 | Q3 2022 | 2 |
Legg Mason Asset Management (Japan) Co., Ltd. | 2 | 2 | 0.87% | 0.99% | 1.11% | Q4 2018 | Q1 2019 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Knuff & Co LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 2 |
JSF Financial, LLC | 2 | 2 | 0.24% | 0.26% | 0.27% | Q3 2022 | Q4 2022 | 2 |
Inscription Capital, LLC | 1 | 1 | 0.03% | 0.22% | 0.40% | Q2 2021 | Q2 2022 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.01% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.02% | 0.08% | 0.14% | Q4 2022 | Q1 2023 | 2 |
A.R.T. Advisors, LLC | 1 | 1 | 0.16% | 1.12% | 2.08% | Q4 2019 | Q3 2020 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
1776 Wealth LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q4 2022 | 2 |
Stack Financial Management, Inc | 2 | 2 | 2.37% | 2.44% | 2.52% | Q2 2023 | Q3 2023 | 2 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BARDIN HILL MANAGEMENT PARTNERS LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2018 | Q4 2018 | 1 |
Madison Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Miller Investment Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
TFB Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Tri Locum Partners LP | 1 | 1 | 3.93% | 3.93% | 3.93% | Q2 2021 | Q2 2021 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2023 | Q2 2023 | 1 |
WS MANAGEMENT LLLP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
Mission Creek Capital Partners, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
ADE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COMPTON CAPITAL MANAGEMENT INC /RI | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2019 | Q4 2019 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Trek Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Sante Capital Fund, LP | 1 | 1 | 2.08% | 2.08% | 2.08% | Q1 2022 | Q1 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2022 | Q2 2022 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Veritas Investment Management LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
F3Logic, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Rodgers Brothers Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Spring Creek Investment Management, LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q4 2018 | Q4 2018 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2022 | Q4 2022 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 2.26% | 2.26% | 2.26% | Q2 2023 | Q2 2023 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BARRETT & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Castle Hook Partners LP | 1 | 1 | 1.90% | 1.90% | 1.90% | Q4 2018 | Q4 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GSG Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Avondale Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2018 | Q4 2018 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2019 | Q1 2019 | 1 |
Van Cleef Asset Management,Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Madrona Financial Services, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2018 | Q4 2018 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Stillwater Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Elk River Wealth Management, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2020 | Q4 2020 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Sheets Smith Investment Management | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2022 | Q2 2022 | 1 |
TOEWS CORP /ADV | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
JD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2018 | Q4 2018 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Fountainhead AM, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Ellsworth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Beck Bode, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2022 | Q2 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kaizen Advisory, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2018 | Q4 2018 | 1 |
ELLERSON GROUP INC /ADV | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
IFG Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2022 | Q1 2022 | 1 |
SVA Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kresge Foundation | 1 | 1 | 24.72% | 24.72% | 24.72% | Q4 2018 | Q4 2018 | 1 |
FCF Advisors LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Chieftain Capital Management, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2018 | Q4 2018 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
THREADGILL FINANCIAL, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2021 | Q3 2021 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
GSB Wealth Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2019 | Q4 2019 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
NICHOLS & PRATT ADVISERS LLP /MA | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Julex Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HIGHLAND ASSOCIATES INC | 1 | 1 | 2.86% | 2.86% | 2.86% | Q1 2019 | Q1 2019 | 1 |
4J Wealth Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
HNP Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Versor Investments LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
CS MCKEE LP | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2018 | Q4 2018 | 1 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2018 | Q4 2018 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 1.96% | 1.96% | 1.96% | Q4 2020 | Q4 2020 | 1 |
OppenheimerFunds, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
AXON CAPITAL LP | 1 | 1 | 18.80% | 18.80% | 18.80% | Q4 2021 | Q4 2021 | 1 |
ORACLE INVESTMENT MANAGEMENT INC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2019 | Q2 2019 | 1 |
Roystone Capital Management LP | 1 | 1 | 8.78% | 8.78% | 8.78% | Q4 2018 | Q4 2018 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
SG Capital Management LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q3 2019 | Q3 2019 | 1 |
SOL Capital Management CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NORTHPOINTE CAPITAL LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2018 | Q4 2018 | 1 |
Polar Capital Holdings Plc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2021 | Q3 2021 | 1 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Watson Rebecca | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
River Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Trellus Management Company, LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q1 2020 | Q1 2020 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
BRANDYWINE TRUST CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
PEREGRINE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2023 | Q1 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 2.88% | 2.88% | 2.88% | Q4 2019 | Q4 2019 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYMONS CAPITAL MANAGEMENT INC | 1 | 1 | 3.09% | 3.09% | 3.09% | Q3 2021 | Q3 2021 | 1 |
BECKER CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Third Point | 1 | 1 | 1.68% | 1.68% | 1.68% | Q4 2018 | Q4 2018 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Parsifal Capital Management, LP | 1 | 1 | 2.67% | 2.67% | 2.67% | Q4 2019 | Q4 2019 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Twin Securities, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2018 | Q4 2018 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Main Street Research LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CITIZENS & NORTHERN CORP | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2018 | Q4 2018 | 1 |
SUMMIT FINANCIAL GROUP, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BESSEMER SECURITIES LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
New World Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
Codex Capital, L.L.C. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2020 | Q3 2020 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2018 | Q4 2018 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q4 2021 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
CAMBIAR INVESTORS LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2018 | Q4 2018 | 1 |
Islet Management, LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2019 | Q2 2019 | 1 |
Badgley Phelps Wealth Managers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Vilas Fund, LP | 1 | 1 | 6.54% | 6.54% | 6.54% | Q3 2019 | Q3 2019 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WoodTrust Financial Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Close Asset Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Telos Capital Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2021 | Q4 2021 | 1 |
Riverwater Partners LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
EnTrust Global Partners Offshore LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2020 | Q2 2020 | 1 |
Ninepoint Partners LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PARNASSUS INVESTMENTS, LLC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q3 2023 | Q3 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
GAVEA INVESTIMENTOS LTDA | 1 | 1 | 3.59% | 3.59% | 3.59% | Q4 2020 | Q4 2020 | 1 |
CIBC BANK USA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BALTIMORE CAPITAL MANAGEMENT, INC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2019 | Q1 2019 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
WJ Interests, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Israel Discount Bank of New York | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Grace Capital | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Bray Capital Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
NORTHSTAR WEALTH PARTNERS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lourd Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Camber Capital Management LP | 1 | 1 | 2.23% | 2.23% | 2.23% | Q3 2020 | Q3 2020 | 1 |
General Partner, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2022 | Q3 2022 | 1 |
REDWOOD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2020 | Q1 2020 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
CADINHA & CO LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Credit Capital Investments LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2023 | Q1 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
United Bank | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2018 | Q4 2018 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Wescott Financial Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
ADVENT INTERNATIONAL, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Dynamic Capital Management Ltd | 1 | 1 | 2.15% | 2.15% | 2.15% | Q3 2019 | Q3 2019 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2019 | Q1 2019 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Schrum Private Wealth Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Occidental Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Retireful, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Cyrus J. Lawrence, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
RIDGECREST WEALTH PARTNERS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
CATALYST FINANCIAL PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Narwhal Capital Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
WILLNER & HELLER, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TimesSquare Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PREMIER ASSET MANAGEMENT LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2019 | Q4 2019 | 1 |
StoneX Group Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2018 | Q4 2018 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Genus Capital Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2019 | Q3 2019 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Ativo Capital Management LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2018 | Q4 2018 | 1 |
First National Bank of Mount Dora, Trust Investment Services | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2018 | Q4 2018 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Capital Group Private Client Services, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Polianta Ltd | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2021 | Q2 2021 | 1 |
Soros Fund Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2019 | Q3 2019 | 1 |
Addenda Capital Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
EA Series Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 1.24% | 1.24% | 1.24% | Q1 2019 | Q1 2019 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Verum Partners LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2022 | Q4 2022 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2021 | Q3 2021 | 1 |
WILKINS INVESTMENT COUNSEL INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
New Hampshire Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Omega Advisors Inc. | 1 | 1 | 4.60% | 4.60% | 4.60% | Q4 2018 | Q4 2018 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Atika Capital Management LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2020 | Q1 2020 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
HARBERT FUND ADVISORS, INC. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2020 | Q2 2020 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
BANK PICTET & CIE (ASIA) LTD | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
SWS Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Factorial Partners, LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q3 2023 | Q3 2023 | 1 |
Kaydan Wealth Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own CIGNA CORP NEW or have owned CIGNA CORP NEW in the past.