Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.15% | Q1 2012 | Q3 2023 | 137 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 119 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 116 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 115 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 112 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 111 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 110 |
Citadel Advisors | 42 | 42 | 0.00% | 0.04% | 0.28% | Q2 2013 | Q3 2023 | 100 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 96 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 90 |
WOLVERINE TRADING, LLC | 30 | 30 | 0.00% | 0.03% | 0.13% | Q2 2016 | Q3 2023 | 88 |
JANE STREET GROUP, LLC | 36 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 88 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.38% | Q4 2015 | Q3 2023 | 87 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 87 |
CAPITAL FUND MANAGEMENT S.A. | 24 | 6 | 0.00% | 0.05% | 0.30% | Q3 2013 | Q3 2023 | 86 |
MILLENNIUM MANAGEMENT LLC | 33 | 8 | 0.00% | 0.04% | 0.34% | Q2 2013 | Q3 2023 | 82 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.06% | 0.18% | Q1 2012 | Q3 2023 | 82 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.05% | 0.15% | Q1 2013 | Q3 2023 | 81 |
Paloma Partners Management Co | 32 | 1 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q2 2023 | 79 |
NOMURA HOLDINGS INC | 22 | 1 | 0.00% | 0.03% | 0.17% | Q4 2012 | Q3 2023 | 79 |
Twin Tree Management, LP | 19 | 1 | 0.00% | 0.07% | 0.21% | Q4 2012 | Q1 2023 | 77 |
Jefferies Group LLC | 21 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2021 | 71 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 1 | 0.00% | 0.04% | 0.18% | Q3 2013 | Q3 2023 | 67 |
CONTINENTAL ADVISORS LLC | 42 | 42 | 0.21% | 1.54% | 3.25% | Q2 2013 | Q3 2023 | 64 |
GLENMEDE TRUST CO NA | 45 | 1 | 0.00% | 0.09% | 0.56% | Q4 2006 | Q3 2023 | 63 |
TWO SIGMA INVESTMENTS, LP | 17 | 1 | 0.00% | 0.03% | 0.32% | Q4 2013 | Q3 2023 | 63 |
Laurion Capital Management LP | 15 | 1 | 0.00% | 0.07% | 0.25% | Q1 2015 | Q2 2022 | 62 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 62 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 60 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.20% | 0.62% | Q1 2009 | Q3 2023 | 59 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.06% | 0.22% | Q3 2013 | Q3 2023 | 58 |
SALZHAUER MICHAEL | 40 | 40 | 0.01% | 1.03% | 3.53% | Q4 2013 | Q3 2023 | 57 |
PEAK6 Investments LLC | 17 | 3 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 56 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q2 2018 | 55 |
AMALGAMATED BANK | 52 | 52 | 0.08% | 0.16% | 0.34% | Q4 2010 | Q3 2023 | 52 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.01% | 0.03% | 0.20% | Q4 2016 | Q3 2023 | 51 |
Rehmann Capital Advisory Group | 35 | 15 | 0.07% | 0.12% | 0.20% | Q1 2011 | Q3 2023 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.06% | 0.11% | 0.15% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.03% | 0.14% | 0.30% | Q3 2011 | Q3 2023 | 49 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.10% | 0.58% | Q2 2014 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.06% | 0.30% | Q4 2010 | Q3 2022 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.05% | 0.18% | 0.68% | Q4 2011 | Q3 2023 | 48 |
TUDOR INVESTMENT CORP ET AL | 15 | 1 | 0.00% | 0.05% | 0.23% | Q4 2013 | Q3 2023 | 48 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.01% | 0.34% | 0.74% | Q1 2012 | Q3 2023 | 47 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.11% | 0.49% | Q2 2013 | Q3 2023 | 46 |
HighTower Advisors, LLC | 33 | 8 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 46 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 46 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.10% | 0.32% | Q2 2013 | Q3 2023 | 45 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 45 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 45 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.04% | 0.25% | Q2 2013 | Q3 2023 | 44 |
TWO SIGMA ADVISERS, LP | 27 | 4 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q2 2023 | 44 |
Bank of New York Mellon Corp | 43 | 43 | 0.00% | 0.13% | 0.21% | Q1 2013 | Q3 2023 | 44 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 38 | 38 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q3 2023 | 44 |
Retirement Systems of Alabama | 43 | 43 | 0.04% | 0.17% | 0.35% | Q1 2013 | Q3 2023 | 43 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.02% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.01% | 0.19% | 0.48% | Q4 2012 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.08% | 0.14% | 0.21% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.11% | 0.34% | Q1 2013 | Q3 2023 | 43 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.10% | 0.53% | Q3 2015 | Q3 2023 | 43 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 43 |
KEYBANK NATIONAL ASSOCIATION/OH | 32 | 11 | 0.00% | 0.09% | 0.58% | Q4 2012 | Q3 2023 | 43 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.04% | 0.21% | 0.67% | Q2 2013 | Q4 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.09% | 0.16% | 0.22% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.03% | 0.16% | Q1 2013 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 41 | 41 | 0.00% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.04% | 0.19% | Q4 2012 | Q2 2023 | 43 |
DAVENPORT & Co LLC | 42 | 42 | 0.08% | 2.04% | 3.66% | Q2 2013 | Q3 2023 | 42 |
MATRIX ASSET ADVISORS INC/NY | 42 | 42 | 0.03% | 1.45% | 2.94% | Q2 2013 | Q3 2023 | 42 |
Aviance Capital Partners, LLC | 42 | 42 | 0.15% | 0.33% | 0.70% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.06% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.09% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Tufton Capital Management | 42 | 42 | 0.22% | 0.80% | 1.84% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.05% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.02% | 0.09% | 0.64% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.16% | 0.37% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.10% | 0.18% | 0.26% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.08% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.08% | 0.20% | 0.31% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.10% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.04% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
HERITAGE INVESTORS MANAGEMENT CORP | 42 | 42 | 0.47% | 0.65% | 0.94% | Q2 2013 | Q3 2023 | 42 |
American Assets Investment Management, LLC | 42 | 42 | 0.40% | 0.95% | 1.90% | Q2 2013 | Q3 2023 | 42 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 42 | 42 | 0.03% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.08% | 0.15% | 0.22% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.04% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.06% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.03% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.06% | 0.18% | 0.41% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.02% | 0.21% | 0.49% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
VAN STRUM & TOWNE INC. | 42 | 42 | 1.10% | 1.81% | 2.36% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.06% | 0.23% | 0.61% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.02% | 0.10% | 0.34% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.07% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.01% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.03% | 0.57% | 1.60% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.07% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.07% | 0.29% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.28% | 0.58% | 0.83% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN STREET ADVISORS INC /NC | 42 | 42 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.14% | 0.20% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.10% | 0.32% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
HARRIS ASSOCIATES L P | 42 | 42 | 0.85% | 1.43% | 3.93% | Q2 2013 | Q3 2023 | 42 |
RBF Capital, LLC | 42 | 42 | 0.26% | 0.55% | 1.55% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.01% | 0.36% | 0.64% | Q2 2013 | Q3 2023 | 42 |
Cohen Klingenstein LLC | 42 | 42 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
SEIZERT CAPITAL PARTNERS, LLC | 42 | 42 | 0.37% | 1.13% | 2.26% | Q2 2013 | Q3 2023 | 42 |
Ironwood Investment Counsel, LLC | 42 | 42 | 0.24% | 1.25% | 1.80% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.07% | 0.15% | 0.30% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SALEM INVESTMENT COUNSELORS INC | 42 | 42 | 0.01% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 42 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 42 | 42 | 0.30% | 0.49% | 0.72% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.01% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.05% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.16% | 0.28% | 0.50% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.11% | 0.23% | 0.37% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.05% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 42 |
DODGE & COX | 42 | 42 | 1.86% | 3.16% | 3.92% | Q2 2013 | Q3 2023 | 42 |
Legacy Private Trust Co. | 42 | 42 | 0.03% | 0.28% | 0.61% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.02% | 0.11% | 0.56% | Q2 2013 | Q3 2023 | 42 |
BRIDGES INVESTMENT MANAGEMENT INC | 42 | 42 | 0.04% | 0.79% | 1.52% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.38% | 0.91% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.09% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.02% | 1.04% | 2.12% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q4 2012 | Q1 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.11% | 0.18% | 0.26% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.01% | 0.20% | 0.62% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.03% | 0.23% | 0.35% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.04% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.03% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CENTRAL SECURITIES CORP | 42 | 42 | 3.11% | 4.36% | 5.73% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.34% | 0.58% | 0.85% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.10% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.07% | 0.13% | 0.22% | Q2 2012 | Q4 2022 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.02% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.29% | 0.67% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.02% | 0.45% | 0.92% | Q2 2013 | Q3 2023 | 42 |
Clarkston Capital Partners, LLC | 42 | 42 | 0.47% | 0.90% | 1.72% | Q2 2013 | Q3 2023 | 42 |
LSV ASSET MANAGEMENT | 42 | 42 | 0.41% | 0.57% | 0.75% | Q2 2013 | Q3 2023 | 42 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 42 | 42 | 0.03% | 0.16% | 0.77% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.04% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.08% | 0.51% | 0.73% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.22% | 0.86% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.09% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Livforsakringsbolaget Skandia, Omsesidigt | 42 | 42 | 0.01% | 0.30% | 0.64% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.01% | 0.40% | 1.06% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PARNASSUS INVESTMENTS, LLC | 42 | 42 | 0.11% | 0.27% | 0.57% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.07% | 0.18% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.34% | 0.62% | 1.02% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.12% | 0.20% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Morningstar Investment Services LLC | 42 | 42 | 0.07% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.24% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.08% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 0.26% | 0.63% | 1.37% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.09% | 0.15% | 0.22% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.03% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Smith, Graham & Co., Investment Advisors, LP | 42 | 42 | 0.35% | 0.51% | 0.66% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.07% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.08% | 0.18% | 0.26% | Q2 2013 | Q3 2023 | 42 |
BROWN BROTHERS HARRIMAN & CO | 41 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.09% | 0.18% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.01% | 0.17% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.04% | 0.19% | 0.56% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.05% | 0.17% | 0.34% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.05% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.07% | 0.16% | 0.30% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.08% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q4 2023 | 42 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 42 | 42 | 1.86% | 2.55% | 3.39% | Q2 2013 | Q3 2023 | 42 |
SOUND SHORE MANAGEMENT INC /CT/ | 42 | 42 | 2.11% | 3.19% | 4.45% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.02% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.06% | 0.24% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 42 | 42 | 1.85% | 2.96% | 3.82% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
INTRUST BANK NA | 42 | 42 | 0.09% | 0.30% | 0.76% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.07% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.02% | 0.12% | 0.44% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.03% | 0.10% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.09% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
HENNESSY ADVISORS INC | 42 | 42 | 0.02% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
THORNBURG INVESTMENT MANAGEMENT INC | 42 | 42 | 0.03% | 0.76% | 1.52% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.01% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.00% | 0.25% | 0.47% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.03% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.03% | 0.13% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Brandywine Global Investment Management, LLC | 41 | 41 | 0.09% | 0.26% | 0.55% | Q3 2013 | Q3 2023 | 41 |
TWIN CAPITAL MANAGEMENT INC | 25 | 16 | 0.02% | 0.18% | 0.48% | Q2 2013 | Q3 2023 | 41 |
FDx Advisors, Inc. | 41 | 41 | 0.02% | 0.05% | 0.15% | Q3 2013 | Q3 2023 | 41 |
Meiji Yasuda Asset Management Co Ltd. | 29 | 12 | 0.03% | 0.12% | 0.29% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.10% | 0.25% | Q3 2013 | Q3 2023 | 41 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 30 | 11 | 0.04% | 0.44% | 0.92% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
ACADIAN ASSET MANAGEMENT LLC | 41 | 41 | 0.00% | 0.17% | 1.03% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.03% | 0.14% | 0.26% | Q2 2013 | Q3 2023 | 41 |
SHELTON CAPITAL MANAGEMENT | 27 | 14 | 0.01% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.08% | 0.13% | 0.17% | Q1 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 41 | 41 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.10% | 0.19% | 0.27% | Q3 2013 | Q3 2023 | 41 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 41 | 41 | 0.00% | 0.14% | 0.80% | Q2 2013 | Q2 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 41 |
MONTAG A & ASSOCIATES INC | 26 | 15 | 0.00% | 0.19% | 0.89% | Q2 2013 | Q3 2023 | 41 |
CIBC WORLD MARKET INC. | 27 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
PEDDOCK CAPITAL ADVISORS, LLC | 40 | 40 | 0.37% | 0.52% | 0.69% | Q4 2013 | Q3 2023 | 40 |
OPPENHEIMER & CO INC | 40 | 40 | 0.01% | 0.04% | 0.13% | Q4 2013 | Q3 2023 | 40 |
CKW FINANCIAL GROUP | 40 | 40 | 0.00% | 0.06% | 0.15% | Q4 2013 | Q3 2023 | 40 |
MOUNT VERNON ASSOCIATES INC /MD/ | 27 | 13 | 0.24% | 0.59% | 1.31% | Q2 2013 | Q3 2023 | 40 |
DUPONT CAPITAL MANAGEMENT CORP | 39 | 1 | 0.01% | 0.28% | 0.81% | Q2 2013 | Q2 2023 | 40 |
HM PAYSON & CO | 19 | 2 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 40 |
COLONY GROUP LLC | 40 | 40 | 0.01% | 0.59% | 1.37% | Q4 2013 | Q3 2023 | 40 |
Andra AP-fonden | 22 | 6 | 0.08% | 0.19% | 0.34% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 40 |
Somerset Trust Co | 40 | 40 | 0.46% | 1.02% | 1.84% | Q1 2014 | Q4 2023 | 40 |
Spot Trading L.L.C | 11 | 4 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q1 2017 | 40 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 6 | 0.00% | 0.13% | 1.07% | Q3 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.05% | 0.11% | 0.17% | Q4 2013 | Q3 2023 | 40 |
Hartford Financial Management Inc. | 34 | 2 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.10% | 0.18% | 0.27% | Q3 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.01% | 0.03% | 0.11% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.10% | 0.17% | 0.25% | Q4 2013 | Q3 2023 | 40 |
WMS Partners, LLC | 38 | 2 | 0.02% | 1.02% | 1.98% | Q2 2013 | Q2 2023 | 40 |
Mariner, LLC | 40 | 40 | 0.01% | 0.08% | 0.73% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.04% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 40 |
WELCH & FORBES LLC | 40 | 40 | 0.09% | 0.38% | 0.71% | Q4 2013 | Q3 2023 | 40 |
Verus Financial Partners, Inc. | 27 | 12 | 0.04% | 0.20% | 0.42% | Q2 2013 | Q3 2023 | 39 |
Citizens Business Bank | 39 | 39 | 0.18% | 0.51% | 0.88% | Q4 2012 | Q2 2022 | 39 |
Blume Capital Management, Inc. | 39 | 39 | 0.51% | 2.29% | 3.17% | Q1 2014 | Q3 2023 | 39 |
Bollard Group LLC | 39 | 39 | 0.03% | 0.06% | 0.10% | Q1 2014 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.03% | 0.41% | 0.69% | Q2 2013 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
HANCOCK WHITNEY CORP | 37 | 1 | 0.01% | 0.12% | 0.74% | Q2 2013 | Q3 2023 | 39 |
SouthState Corp | 39 | 39 | 0.04% | 0.42% | 0.88% | Q1 2014 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.10% | 0.14% | 0.19% | Q1 2014 | Q3 2023 | 39 |
MACKENZIE FINANCIAL CORP | 23 | 3 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 39 |
SIGNATUREFD, LLC | 25 | 14 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.08% | 0.16% | 0.26% | Q1 2014 | Q3 2023 | 39 |
Grantham, Mayo, Van Otterloo & Co. LLC | 27 | 12 | 0.00% | 0.12% | 0.34% | Q2 2013 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.00% | 0.35% | 0.78% | Q1 2014 | Q3 2023 | 39 |
SENTRY INVESTMENT MANAGEMENT LLC | 30 | 2 | 0.00% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q3 2022 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.07% | 0.50% | 0.94% | Q2 2013 | Q3 2022 | 38 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q1 2021 | 38 |
KANAWHA CAPITAL MANAGEMENT LLC | 35 | 1 | 0.04% | 0.49% | 0.76% | Q4 2013 | Q3 2023 | 38 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 32 | 6 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 38 |
Acropolis Investment Management, LLC | 38 | 38 | 0.03% | 0.14% | 0.35% | Q2 2014 | Q3 2023 | 38 |
Thomasville National Bank | 27 | 11 | 1.21% | 2.07% | 3.53% | Q1 2014 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.08% | 0.15% | 0.29% | Q2 2014 | Q3 2023 | 38 |
Calamos Advisors LLC | 38 | 38 | 0.03% | 0.10% | 0.23% | Q2 2013 | Q3 2022 | 38 |
ARROW FINANCIAL CORP | 32 | 6 | 0.00% | 0.24% | 0.57% | Q2 2013 | Q3 2023 | 38 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 37 | 1 | 0.00% | 0.22% | 0.80% | Q2 2013 | Q3 2023 | 38 |
CIM INVESTMENT MANAGEMENT INC | 37 | 1 | 0.08% | 0.29% | 0.79% | Q2 2013 | Q2 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2022 | 38 |
STEPHENS INC /AR/ | 34 | 3 | 0.00% | 0.02% | 0.18% | Q2 2014 | Q3 2023 | 37 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 29 | 1 | 0.02% | 1.46% | 51.39% | Q2 2013 | Q1 2023 | 37 |
RENAISSANCE GROUP LLC | 37 | 37 | 0.02% | 0.06% | 0.10% | Q3 2014 | Q3 2023 | 37 |
Endurance Wealth Management, Inc. | 33 | 1 | 0.01% | 0.04% | 0.25% | Q4 2013 | Q2 2023 | 37 |
Advisory Services Network, LLC | 27 | 1 | 0.03% | 0.11% | 0.34% | Q4 2013 | Q3 2023 | 37 |
PATTON ALBERTSON MILLER GROUP, LLC | 37 | 37 | 0.18% | 0.65% | 1.49% | Q1 2014 | Q1 2023 | 37 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 27 | 10 | 0.07% | 0.14% | 0.30% | Q2 2013 | Q1 2023 | 37 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.05% | 0.17% | Q3 2013 | Q3 2023 | 37 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 37 | 37 | 0.06% | 0.29% | 1.79% | Q2 2013 | Q2 2022 | 37 |
National Pension Service | 37 | 37 | 0.11% | 0.19% | 0.28% | Q3 2014 | Q3 2023 | 37 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 2 | 0.00% | 0.28% | 0.49% | Q2 2013 | Q4 2022 | 37 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 1 | 0.00% | 0.33% | 0.64% | Q1 2014 | Q4 2023 | 37 |
Moors & Cabot, Inc. | 23 | 14 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q3 2023 | 37 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 19 | 1 | 0.03% | 0.11% | 0.36% | Q2 2013 | Q3 2023 | 37 |
NATIXIS | 15 | 1 | 0.00% | 0.14% | 0.51% | Q2 2013 | Q3 2023 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.06% | 0.21% | 0.41% | Q2 2013 | Q2 2022 | 37 |
DAVIS SELECTED ADVISERS | 37 | 37 | 0.05% | 4.80% | 9.27% | Q3 2014 | Q3 2023 | 37 |
Tortoise Investment Management, LLC | 36 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 37 |
Oakworth Capital, Inc. | 34 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 37 |
Glassman Wealth Services | 36 | 36 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.02% | 0.46% | 1.03% | Q2 2013 | Q1 2022 | 36 |
Candriam S.C.A. | 36 | 36 | 0.02% | 0.13% | 0.36% | Q4 2014 | Q3 2023 | 36 |
Boston Partners | 28 | 8 | 0.05% | 0.85% | 2.07% | Q2 2013 | Q4 2022 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.24% | 0.37% | 0.45% | Q2 2013 | Q1 2022 | 36 |
JENNISON ASSOCIATES LLC | 36 | 36 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q1 2022 | 36 |
Supplemental Annuity Collective Trust of NJ | 25 | 11 | 0.14% | 0.26% | 0.42% | Q1 2014 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.03% | 0.05% | 0.13% | Q2 2013 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.09% | 0.15% | 0.20% | Q2 2013 | Q1 2022 | 36 |
GUARDIAN CAPITAL ADVISORS LP | 27 | 1 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q2 2023 | 36 |
PRIVATE TRUST CO NA | 12 | 3 | 0.02% | 0.08% | 0.26% | Q1 2013 | Q3 2023 | 36 |
American National Registered Investment Advisor, Inc. | 36 | 36 | 0.20% | 0.31% | 0.37% | Q2 2013 | Q1 2022 | 36 |
Rafferty Asset Management, LLC | 29 | 2 | 0.01% | 0.17% | 0.44% | Q2 2013 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.02% | 0.25% | 0.88% | Q4 2014 | Q3 2023 | 36 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.11% | Q4 2015 | Q3 2023 | 36 |
TOMPKINS FINANCIAL CORP | 28 | 8 | 0.00% | 0.14% | 0.33% | Q2 2013 | Q4 2023 | 36 |
BARINGS LLC | 36 | 36 | 0.01% | 0.06% | 0.22% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.10% | 0.15% | 0.28% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.10% | 0.18% | 0.23% | Q2 2013 | Q1 2022 | 36 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 35 |
BURKE & HERBERT BANK & TRUST CO | 17 | 1 | 0.16% | 0.22% | 0.27% | Q3 2013 | Q2 2023 | 35 |
CULLINAN ASSOCIATES INC | 35 | 35 | 0.29% | 0.48% | 0.66% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.06% | 0.18% | Q1 2015 | Q3 2023 | 35 |
Checchi Capital Advisers, LLC | 22 | 13 | 0.02% | 0.05% | 0.13% | Q3 2014 | Q3 2023 | 35 |
Country Club Trust Company, n.a. | 35 | 35 | 0.42% | 0.97% | 1.54% | Q2 2013 | Q4 2021 | 35 |
LS Investment Advisors, LLC | 35 | 35 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q4 2021 | 35 |
Cornerstone Investment Partners, LLC | 35 | 35 | 0.02% | 3.40% | 4.71% | Q2 2013 | Q4 2021 | 35 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.01% | 0.35% | 1.26% | Q1 2015 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Pineno Levin & Ford Asset Management, Inc. | 35 | 35 | 0.24% | 1.95% | 3.13% | Q2 2013 | Q4 2021 | 35 |
River Wealth Advisors LLC | 35 | 35 | 0.38% | 0.52% | 0.76% | Q1 2015 | Q3 2023 | 35 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 30 | 1 | 0.07% | 1.76% | 2.20% | Q2 2013 | Q3 2023 | 35 |
EAGLE ASSET MANAGEMENT INC | 29 | 6 | 0.00% | 0.29% | 1.00% | Q2 2013 | Q2 2022 | 35 |
CITY HOLDING CO | 25 | 10 | 0.00% | 0.03% | 0.14% | Q4 2013 | Q3 2023 | 35 |
TRUST CO OF OKLAHOMA | 27 | 8 | 0.13% | 0.71% | 1.26% | Q3 2013 | Q2 2022 | 35 |
TDAM USA INC. | 35 | 35 | 0.02% | 0.20% | 0.58% | Q2 2013 | Q4 2021 | 35 |
TRUST CO OF VIRGINIA /VA | 34 | 34 | 0.03% | 0.09% | 0.28% | Q2 2013 | Q3 2021 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 34 |
PGGM Investments | 19 | 3 | 0.02% | 0.15% | 0.33% | Q1 2013 | Q1 2023 | 34 |
PINNACLE ASSOCIATES LTD | 34 | 34 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 34 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 29 | 5 | 0.01% | 1.42% | 2.16% | Q2 2013 | Q3 2023 | 34 |
Financial Architects, Inc | 30 | 4 | 0.03% | 0.09% | 0.21% | Q2 2013 | Q4 2021 | 34 |
BANQUE PICTET & CIE SA | 34 | 34 | 0.05% | 0.19% | 0.76% | Q4 2013 | Q1 2022 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.08% | 0.16% | 0.24% | Q2 2013 | Q3 2021 | 34 |
FIRST FINANCIAL CORP /IN/ | 19 | 1 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 34 |
CORNERCAP INVESTMENT COUNSEL INC | 25 | 9 | 0.18% | 1.12% | 1.81% | Q2 2013 | Q1 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.13% | 0.17% | 0.28% | Q2 2013 | Q3 2021 | 34 |
COMMERCE BANK | 28 | 6 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 34 |
Interval Partners, LP | 14 | 1 | 0.10% | 0.41% | 1.04% | Q2 2014 | Q1 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 34 |
PRUDENTIAL PLC | 12 | 2 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q3 2023 | 34 |
Baldwin Investment Management, LLC | 34 | 34 | 0.18% | 0.34% | 0.45% | Q2 2015 | Q3 2023 | 34 |
Point72 Asset Management, L.P. | 25 | 1 | 0.00% | 0.36% | 1.08% | Q2 2014 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.05% | 0.35% | Q2 2015 | Q3 2023 | 34 |
Polaris Capital Management, LLC | 34 | 34 | 0.86% | 1.82% | 2.62% | Q2 2015 | Q3 2023 | 34 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 34 |
Hosking Partners LLP | 33 | 33 | 0.83% | 1.22% | 1.52% | Q3 2015 | Q3 2023 | 33 |
Argent Trust Co | 28 | 2 | 0.05% | 0.13% | 0.27% | Q4 2014 | Q3 2023 | 33 |
CADENCE BANK NA | 17 | 1 | 0.12% | 0.35% | 0.93% | Q4 2013 | Q2 2022 | 33 |
UMB Bank, n.a. | 21 | 2 | 0.01% | 0.05% | 0.26% | Q3 2013 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 33 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 29 | 1 | 0.00% | 0.15% | 0.40% | Q2 2013 | Q3 2023 | 33 |
Meiji Yasuda Life Insurance Co | 16 | 6 | 0.00% | 0.15% | 0.39% | Q2 2013 | Q1 2022 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.08% | 0.73% | Q2 2013 | Q2 2021 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.05% | 0.15% | 0.35% | Q2 2013 | Q3 2023 | 33 |
Mirae Asset Global Investments Co., Ltd. | 27 | 6 | 0.00% | 0.04% | 0.27% | Q2 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
FIRST MERCANTILE TRUST CO | 19 | 14 | 0.01% | 0.10% | 0.23% | Q2 2013 | Q3 2021 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q1 2022 | 33 |
Bank OZK | 33 | 33 | 0.15% | 0.47% | 0.97% | Q3 2015 | Q3 2023 | 33 |
CULBERTSON A N & CO INC | 29 | 4 | 0.08% | 0.24% | 0.59% | Q2 2015 | Q3 2023 | 33 |
MOTCO | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
OLD NATIONAL BANCORP /IN/ | 19 | 14 | 0.02% | 0.25% | 0.80% | Q1 2014 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
AMERICAN NATIONAL BANK | 26 | 7 | 0.00% | 0.91% | 1.85% | Q2 2014 | Q3 2023 | 33 |
Cetera Advisor Networks LLC | 29 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.07% | 0.15% | Q4 2013 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q2 2021 | 33 |
FLIPPIN BRUCE & PORTER INC | 32 | 32 | 0.31% | 0.60% | 0.80% | Q2 2013 | Q1 2021 | 32 |
CAPITAL ADVISORS INC/OK | 23 | 9 | 0.01% | 1.10% | 3.28% | Q2 2013 | Q2 2021 | 32 |
State of Alaska, Department of Revenue | 31 | 1 | 0.03% | 0.11% | 0.26% | Q3 2014 | Q3 2023 | 32 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.08% | 0.13% | 0.18% | Q4 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.04% | 0.07% | 0.16% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2023 | 32 |
Fisher Asset Management, LLC | 30 | 2 | 0.00% | 0.25% | 0.60% | Q3 2015 | Q3 2023 | 32 |
Canal Capital Management, LLC | 32 | 32 | 0.21% | 0.54% | 0.96% | Q4 2015 | Q3 2023 | 32 |
Atlantic Union Bankshares Corp | 18 | 1 | 0.01% | 0.15% | 0.36% | Q1 2014 | Q3 2023 | 32 |
D'Orazio & Associates, Inc. | 32 | 32 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q3 2021 | 32 |
Gotham Asset Management, LLC | 12 | 5 | 0.00% | 0.03% | 0.15% | Q4 2014 | Q3 2023 | 32 |
Linscomb & Williams, Inc. | 28 | 2 | 0.02% | 0.09% | 0.24% | Q3 2014 | Q3 2023 | 32 |
Alpha Omega Wealth Management LLC | 32 | 32 | 0.03% | 0.87% | 1.78% | Q4 2015 | Q3 2023 | 32 |
Westbourne Investment Advisors, Inc. | 20 | 12 | 0.33% | 1.43% | 2.44% | Q2 2015 | Q3 2023 | 32 |
INTACT INVESTMENT MANAGEMENT INC. | 19 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2023 | 32 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.54% | 0.82% | 0.98% | Q2 2013 | Q1 2021 | 32 |
SUMITOMO LIFE INSURANCE CO | 27 | 5 | 0.01% | 0.14% | 0.34% | Q2 2014 | Q3 2023 | 32 |
Highlander Capital Management, LLC | 30 | 1 | 0.02% | 0.15% | 0.58% | Q2 2013 | Q3 2023 | 31 |
Glenview Trust Co | 28 | 1 | 0.02% | 0.30% | 1.10% | Q4 2013 | Q3 2023 | 31 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.19% | 1.08% | Q1 2014 | Q3 2023 | 31 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.03% | 0.14% | Q1 2013 | Q1 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Atria Investments, Inc | 23 | 1 | 0.01% | 0.08% | 0.28% | Q2 2014 | Q3 2023 | 31 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 30 | 1 | 0.38% | 2.00% | 3.89% | Q2 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.08% | 0.33% | Q1 2016 | Q3 2023 | 31 |
HALL LAURIE J TRUSTEE | 13 | 8 | 0.01% | 0.08% | 0.26% | Q1 2014 | Q2 2022 | 31 |
PineBridge Investments, L.P. | 12 | 7 | 0.00% | 0.18% | 0.68% | Q2 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.06% | 0.14% | 0.18% | Q2 2013 | Q4 2020 | 31 |
TEGEAN CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.30% | 7.86% | 16.07% | Q2 2013 | Q1 2023 | 31 |
WADDELL & REED FINANCIAL INC | 28 | 3 | 0.04% | 0.16% | 0.57% | Q2 2013 | Q1 2021 | 31 |
MARTINGALE ASSET MANAGEMENT L P | 13 | 2 | 0.00% | 0.13% | 0.33% | Q3 2013 | Q2 2022 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.07% | 0.12% | 0.19% | Q2 2013 | Q4 2020 | 31 |
PAYDEN & RYGEL | 31 | 31 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2020 | 31 |
1832 Asset Management L.P. | 21 | 3 | 0.00% | 0.07% | 0.39% | Q1 2015 | Q3 2023 | 31 |
CWM, LLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 31 |
Compagnie Lombard Odier SCmA | 16 | 1 | 0.00% | 0.03% | 0.14% | Q4 2013 | Q3 2023 | 31 |
Busey Bank | 17 | 14 | 0.02% | 0.43% | 1.16% | Q1 2014 | Q3 2023 | 31 |
LAZARD ASSET MANAGEMENT LLC | 27 | 3 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.00% | 0.17% | 0.41% | Q1 2016 | Q2 2023 | 30 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 11 | 1 | 0.03% | 0.26% | 0.41% | Q3 2006 | Q4 2019 | 30 |
BALASA DINVERNO & FOLTZ LLC | 24 | 1 | 0.02% | 0.06% | 0.10% | Q2 2014 | Q3 2022 | 30 |
PITTENGER & ANDERSON INC | 27 | 3 | 0.00% | 0.26% | 0.73% | Q2 2013 | Q2 2022 | 30 |
PL Capital Advisors, LLC | 27 | 3 | 0.41% | 2.24% | 5.91% | Q3 2013 | Q4 2022 | 30 |
Triangle Securities Wealth Management | 29 | 1 | 0.09% | 0.37% | 0.65% | Q2 2013 | Q1 2022 | 30 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 1 | 0.01% | 0.23% | 0.52% | Q2 2013 | Q3 2023 | 30 |
Centiva Capital, LP | 7 | 2 | 0.00% | 0.03% | 0.09% | Q1 2019 | Q2 2023 | 30 |
DUNCKER STREETT & CO INC | 25 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 30 |
Arvest Bank Trust Division | 29 | 29 | 0.32% | 0.78% | 1.01% | Q3 2014 | Q3 2021 | 29 |
PZENA INVESTMENT MANAGEMENT LLC | 29 | 29 | 1.40% | 2.40% | 3.28% | Q3 2016 | Q3 2023 | 29 |
Vident Investment Advisory, LLC | 11 | 2 | 0.01% | 0.10% | 0.28% | Q4 2014 | Q2 2023 | 29 |
CIBC WORLD MARKETS CORP | 28 | 1 | 0.03% | 0.10% | 0.84% | Q1 2016 | Q3 2023 | 29 |
AMUNDI ASSET MANAGEMENT US, INC. | 24 | 1 | 0.00% | 0.13% | 2.12% | Q4 2012 | Q1 2021 | 29 |
EAGLE GLOBAL ADVISORS LLC | 27 | 2 | 0.01% | 0.13% | 0.27% | Q2 2013 | Q3 2021 | 29 |
Sky Investment Group LLC | 14 | 1 | 0.07% | 0.11% | 0.14% | Q2 2015 | Q3 2023 | 29 |
FULTON BANK, N.A. | 29 | 29 | 0.02% | 0.07% | 0.12% | Q4 2016 | Q4 2023 | 29 |
Hanson & Doremus Investment Management | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 28 | 1 | 0.00% | 0.14% | 0.45% | Q4 2015 | Q3 2023 | 29 |
BRINKER CAPITAL INC | 29 | 29 | 0.02% | 0.08% | 0.28% | Q2 2013 | Q2 2020 | 29 |
FIRST QUADRANT LLC/CA | 28 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2020 | 29 |
AMERICAN CENTURY COMPANIES INC | 16 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 27 | 2 | 0.01% | 0.04% | 0.21% | Q2 2013 | Q3 2020 | 29 |
Ally Financial Inc. | 11 | 1 | 0.13% | 0.29% | 0.58% | Q2 2013 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.11% | 0.24% | 0.37% | Q4 2013 | Q4 2020 | 29 |
First PREMIER Bank | 29 | 29 | 0.14% | 0.41% | 0.88% | Q3 2016 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 14 | 14 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q4 2021 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Stratos Wealth Partners, LTD. | 21 | 1 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 28 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 28 | 28 | 0.11% | 0.54% | 1.03% | Q4 2016 | Q3 2023 | 28 |
PIEDMONT INVESTMENT ADVISORS INC | 28 | 28 | 0.02% | 0.84% | 2.72% | Q2 2013 | Q1 2020 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
OAK ASSOCIATES LTD /OH/ | 27 | 1 | 0.34% | 0.57% | 0.70% | Q2 2013 | Q2 2020 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
GMT CAPITAL CORP | 28 | 28 | 1.53% | 3.11% | 5.24% | Q2 2013 | Q1 2020 | 28 |
Newman Dignan & Sheerar, Inc. | 28 | 28 | 0.03% | 0.59% | 1.11% | Q2 2013 | Q1 2020 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.02% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.03% | 0.19% | Q1 2016 | Q4 2022 | 28 |
BAILARD, INC. | 11 | 1 | 0.01% | 0.10% | 0.45% | Q2 2013 | Q3 2023 | 28 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.17% | 0.50% | Q4 2017 | Q3 2023 | 28 |
Birch Hill Investment Advisors LLC | 28 | 28 | 0.03% | 1.87% | 3.30% | Q4 2013 | Q3 2020 | 28 |
Convergence Investment Partners, LLC | 18 | 2 | 0.12% | 0.46% | 0.85% | Q4 2015 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.09% | 0.11% | 0.17% | Q4 2016 | Q3 2023 | 28 |
EDGAR LOMAX CO/VA | 12 | 7 | 0.25% | 1.53% | 4.04% | Q2 2013 | Q4 2022 | 28 |
Asset Dedication, LLC | 28 | 28 | 0.00% | 0.07% | 0.21% | Q4 2016 | Q3 2023 | 28 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 28 | 28 | 0.05% | 0.12% | 0.20% | Q2 2013 | Q1 2020 | 28 |
Montecito Bank & Trust | 27 | 1 | 0.08% | 0.14% | 0.21% | Q4 2016 | Q4 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.06% | 0.14% | 0.22% | Q4 2016 | Q3 2023 | 28 |
FineMark National Bank & Trust | 28 | 28 | 0.01% | 0.33% | 0.50% | Q2 2013 | Q1 2020 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.06% | 0.22% | 0.64% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.11% | 0.16% | 0.27% | Q4 2016 | Q3 2023 | 28 |
Bank Pictet & Cie (Europe) AG | 26 | 1 | 0.01% | 0.14% | 0.70% | Q4 2013 | Q4 2020 | 27 |
Tredje AP-fonden | 22 | 5 | 0.03% | 0.16% | 0.28% | Q2 2015 | Q3 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2019 | 27 |
South Dakota Investment Council | 27 | 27 | 0.00% | 0.28% | 0.77% | Q3 2014 | Q1 2021 | 27 |
ANTIPODES PARTNERS Ltd | 22 | 5 | 1.55% | 3.79% | 7.00% | Q4 2016 | Q3 2023 | 27 |
Point View Wealth Management, Inc. | 17 | 10 | 0.11% | 0.24% | 0.56% | Q4 2013 | Q4 2020 | 27 |
WEDBUSH SECURITIES INC | 26 | 1 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q3 2023 | 27 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 27 | 27 | 0.01% | 0.43% | 1.10% | Q1 2017 | Q3 2023 | 27 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 18 | 9 | 0.25% | 0.35% | 0.54% | Q3 2013 | Q2 2023 | 27 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
PEOPLES FINANCIAL SERVICES CORP. | 27 | 27 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2020 | 27 |
ALETHEA CAPITAL MANAGEMENT, LLC | 27 | 27 | 0.39% | 12.28% | 24.49% | Q4 2014 | Q2 2021 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.01% | 0.10% | 0.18% | Q3 2013 | Q2 2020 | 27 |
Alexandria Capital, LLC | 27 | 27 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q4 2019 | 27 |
NFC Investments, LLC | 27 | 27 | 0.53% | 3.21% | 4.37% | Q2 2013 | Q4 2019 | 27 |
AJO, LP | 18 | 9 | 0.00% | 0.54% | 1.50% | Q2 2013 | Q1 2020 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.05% | 0.13% | Q1 2017 | Q3 2023 | 27 |
GAM Holding AG | 27 | 27 | 0.01% | 0.08% | 0.13% | Q2 2013 | Q4 2019 | 27 |
Frontier Wealth Management LLC | 24 | 3 | 0.00% | 0.06% | 0.10% | Q1 2015 | Q1 2022 | 27 |
GREENLEAF TRUST | 26 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.15% | 0.23% | 0.52% | Q2 2013 | Q4 2019 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
ONTARIO TEACHERS PENSION PLAN BOARD | 16 | 2 | 0.02% | 0.84% | 3.17% | Q2 2013 | Q4 2020 | 27 |
MOORE CAPITAL MANAGEMENT, LP | 10 | 1 | 0.11% | 0.77% | 3.24% | Q2 2013 | Q3 2023 | 27 |
Tradewinds Capital Management, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2020 | 27 |
WESTWOOD HOLDINGS GROUP INC | 21 | 3 | 0.02% | 0.66% | 1.96% | Q2 2013 | Q3 2021 | 27 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 18 | 1 | 0.09% | 1.43% | 4.16% | Q2 2013 | Q3 2023 | 27 |
Clearstead Advisors, LLC | 19 | 8 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 27 |
ALLSTATE CORP | 17 | 10 | 0.01% | 0.18% | 0.99% | Q3 2014 | Q4 2022 | 27 |
Heritage Trust Co | 27 | 27 | 0.20% | 0.39% | 0.61% | Q1 2017 | Q3 2023 | 27 |
WINTON GROUP Ltd | 20 | 2 | 0.01% | 0.31% | 0.93% | Q2 2014 | Q3 2023 | 27 |
Banco Santander, S.A. | 26 | 1 | 0.01% | 0.05% | 0.24% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 27 |
JAMES INVESTMENT RESEARCH INC | 24 | 3 | 0.01% | 0.23% | 0.62% | Q3 2014 | Q3 2021 | 27 |
HAP Trading, LLC | 11 | 1 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q3 2023 | 27 |
Circle Wealth Management, LLC | 27 | 27 | 0.01% | 0.32% | 0.74% | Q1 2017 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.02% | 0.05% | 0.19% | Q1 2017 | Q3 2023 | 27 |
Achmea Investment Management B.V. | 27 | 27 | 0.03% | 0.17% | 0.49% | Q1 2017 | Q3 2023 | 27 |
Edgemoor Investment Advisors, Inc. | 26 | 26 | 0.54% | 1.76% | 2.29% | Q3 2013 | Q4 2019 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.14% | 0.22% | 0.33% | Q2 2013 | Q3 2019 | 26 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 26 |
ClariVest Asset Management LLC | 9 | 4 | 0.00% | 0.23% | 0.90% | Q3 2014 | Q4 2022 | 26 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 16 | 10 | 0.01% | 0.07% | 0.51% | Q2 2013 | Q4 2019 | 26 |
CenterStar Asset Management, LLC | 3 | 2 | 0.00% | 0.15% | 0.68% | Q1 2018 | Q1 2023 | 26 |
MARSHALL WACE, LLP | 10 | 1 | 0.01% | 0.24% | 1.19% | Q1 2014 | Q4 2022 | 26 |
Alberta Investment Management Corp | 13 | 1 | 0.00% | 0.14% | 0.36% | Q2 2013 | Q3 2023 | 26 |
Man Group plc | 21 | 1 | 0.00% | 0.15% | 0.79% | Q1 2018 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.03% | 0.31% | 0.60% | Q2 2013 | Q3 2019 | 26 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.08% | 0.33% | Q4 2014 | Q3 2022 | 26 |
MYCIO WEALTH PARTNERS, LLC | 16 | 1 | 0.00% | 0.06% | 0.19% | Q1 2015 | Q4 2022 | 26 |
LOWE BROCKENBROUGH & CO INC | 13 | 1 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q3 2023 | 26 |
PEAPACK GLADSTONE FINANCIAL CORP | 15 | 11 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 26 |
OppenheimerFunds, Inc. | 25 | 25 | 0.00% | 0.03% | 0.09% | Q1 2013 | Q1 2019 | 26 |
CITIZENS FINANCIAL GROUP INC/RI | 26 | 26 | 0.01% | 0.05% | 0.11% | Q4 2015 | Q1 2022 | 26 |
B. Riley Wealth Advisors, Inc. | 24 | 1 | 0.00% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 26 |
Diversified Trust Co | 14 | 1 | 0.01% | 0.14% | 0.45% | Q2 2013 | Q4 2023 | 26 |
Family Legacy, Inc. | 24 | 2 | 0.31% | 0.53% | 0.86% | Q1 2017 | Q3 2023 | 26 |
MEEDER ASSET MANAGEMENT INC | 18 | 2 | 0.00% | 0.15% | 0.63% | Q3 2014 | Q2 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.12% | 0.46% | 0.82% | Q2 2013 | Q3 2019 | 26 |
Sterling Capital Management LLC | 26 | 26 | 0.49% | 0.69% | 0.86% | Q2 2013 | Q3 2019 | 26 |
Dorsey & Whitney Trust CO LLC | 17 | 1 | 0.02% | 0.07% | 0.15% | Q4 2014 | Q2 2023 | 26 |
683 Capital Management, LLC | 6 | 3 | 0.18% | 1.59% | 3.34% | Q2 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.05% | 0.18% | 0.40% | Q3 2016 | Q3 2023 | 26 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 25 |
Aristotle Capital Management, LLC | 25 | 25 | 1.38% | 2.16% | 3.13% | Q3 2017 | Q3 2023 | 25 |
Lingohr Asset Management GmbH | 23 | 2 | 0.14% | 0.73% | 1.26% | Q2 2013 | Q4 2019 | 25 |
Freestone Capital Holdings, LLC | 20 | 2 | 0.00% | 0.08% | 0.20% | Q2 2013 | Q4 2020 | 25 |
COWEN INC. | 15 | 9 | 0.00% | 0.03% | 0.06% | Q1 2013 | Q1 2019 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.05% | 0.12% | Q3 2017 | Q3 2023 | 25 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.02% | 0.29% | 1.56% | Q2 2013 | Q2 2023 | 25 |
CAMBIAR INVESTORS LLC | 25 | 25 | 0.58% | 1.19% | 2.08% | Q1 2013 | Q1 2019 | 25 |
OAKBROOK INVESTMENTS LLC | 24 | 1 | 0.08% | 0.23% | 0.35% | Q2 2013 | Q4 2019 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.04% | 0.12% | Q1 2016 | Q1 2022 | 25 |
HighPoint Advisor Group LLC | 24 | 1 | 0.04% | 0.13% | 0.48% | Q4 2015 | Q2 2022 | 25 |
Welch Group, LLC | 14 | 11 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 25 |
Avestar Capital, LLC | 12 | 7 | 0.01% | 0.12% | 0.27% | Q4 2017 | Q3 2023 | 25 |
Nelson Capital Management, LLC | 13 | 12 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.06% | 0.09% | 0.22% | Q2 2013 | Q2 2019 | 25 |
Alyeska Investment Group, L.P. | 8 | 1 | 0.01% | 0.44% | 1.04% | Q3 2013 | Q1 2021 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.02% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Norway Savings Bank | 25 | 25 | 0.03% | 0.06% | 0.09% | Q4 2016 | Q4 2022 | 25 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 25 |
Employees Retirement System of Texas | 25 | 25 | 0.03% | 0.24% | 0.51% | Q2 2013 | Q2 2019 | 25 |
BP PLC | 10 | 2 | 0.01% | 0.16% | 0.36% | Q4 2013 | Q2 2021 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 25 |
PROFESSIONAL ADVISORY SERVICES INC | 25 | 25 | 2.07% | 2.91% | 3.62% | Q2 2014 | Q2 2020 | 25 |
Quantbot Technologies LP | 8 | 1 | 0.06% | 0.35% | 0.90% | Q3 2013 | Q1 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.01% | 0.03% | 0.10% | Q2 2017 | Q2 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Transform Wealth, LLC | 20 | 5 | 0.13% | 0.72% | 1.68% | Q2 2016 | Q3 2023 | 25 |
LEUTHOLD GROUP, LLC | 12 | 5 | 0.32% | 0.87% | 1.47% | Q2 2013 | Q2 2022 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.23% | 0.40% | Q2 2017 | Q2 2023 | 25 |
DAVIS CAPITAL PARTNERS, LLC | 24 | 24 | 0.97% | 4.45% | 7.44% | Q4 2013 | Q3 2019 | 24 |
GABELLI FUNDS LLC | 19 | 5 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 24 |
Advocacy Wealth Management Services, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2021 | 24 |
Jacobi Capital Management LLC | 24 | 24 | 0.02% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Selway Asset Management | 19 | 1 | 0.32% | 0.71% | 1.98% | Q2 2013 | Q3 2023 | 24 |
Jump Trading, LLC | 6 | 1 | 0.00% | 0.02% | 0.09% | Q3 2013 | Q2 2018 | 24 |
Newport Trust Company, LLC | 24 | 24 | 0.71% | 0.91% | 1.23% | Q4 2017 | Q3 2023 | 24 |
Timber Creek Capital Management LLC | 24 | 24 | 0.01% | 2.38% | 3.31% | Q2 2014 | Q1 2020 | 24 |
Seneca House Advisors | 24 | 24 | 0.23% | 0.43% | 0.85% | Q4 2017 | Q3 2023 | 24 |
EagleClaw Capital Managment, LLC | 24 | 24 | 0.07% | 1.47% | 1.96% | Q1 2014 | Q4 2019 | 24 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 24 | 24 | 2.02% | 3.50% | 4.35% | Q2 2013 | Q1 2019 | 24 |
Magellan Asset Management Ltd | 19 | 5 | 0.00% | 0.05% | 0.36% | Q4 2016 | Q3 2023 | 24 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24 | 24 | 0.00% | 0.04% | 0.29% | Q4 2016 | Q3 2022 | 24 |
SIGNET FINANCIAL MANAGEMENT, LLC | 23 | 1 | 0.01% | 0.59% | 1.06% | Q4 2014 | Q4 2021 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.07% | 0.12% | 0.17% | Q4 2017 | Q3 2023 | 24 |
BRIGHTON JONES LLC | 13 | 1 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 24 |
Evercore Wealth Management, LLC | 18 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.04% | 0.10% | 0.37% | Q4 2017 | Q3 2023 | 24 |
Unison Advisors LLC | 24 | 24 | 0.31% | 0.79% | 1.13% | Q4 2017 | Q3 2023 | 24 |
Perkins Coie Trust Co | 13 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 24 |
SENTINEL TRUST CO LBA | 23 | 1 | 0.03% | 0.58% | 1.02% | Q2 2013 | Q4 2021 | 24 |
TELEMUS CAPITAL, LLC | 24 | 24 | 0.10% | 0.17% | 0.29% | Q4 2017 | Q3 2023 | 24 |
Midwest Professional Planners, LTD. | 24 | 24 | 0.30% | 0.54% | 0.88% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.06% | 0.13% | 0.30% | Q2 2013 | Q1 2019 | 24 |
Factorial Partners, LLC | 24 | 24 | 1.45% | 2.99% | 3.64% | Q4 2017 | Q3 2023 | 24 |
Psagot Value Holdings Ltd. | 20 | 4 | 0.00% | 0.20% | 1.34% | Q4 2013 | Q3 2021 | 24 |
Focused Wealth Management, Inc | 18 | 2 | 0.00% | 0.05% | 0.08% | Q2 2016 | Q3 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.07% | 0.11% | 0.20% | Q2 2013 | Q1 2019 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.09% | 0.13% | 0.18% | Q2 2013 | Q1 2019 | 24 |
BBVA USA Bancshares, Inc. | 14 | 1 | 0.03% | 0.27% | 0.49% | Q2 2013 | Q4 2019 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.50% | 0.70% | 0.85% | Q4 2017 | Q3 2023 | 24 |
Engineers Gate Manager LP | 13 | 1 | 0.02% | 0.09% | 0.27% | Q1 2015 | Q3 2023 | 24 |
SUMMIT FINANCIAL GROUP, INC. | 13 | 11 | 0.10% | 0.19% | 0.26% | Q2 2017 | Q3 2023 | 24 |
Foundry Partners, LLC | 24 | 24 | 0.52% | 0.88% | 1.48% | Q2 2014 | Q1 2020 | 24 |
AE Wealth Management LLC | 19 | 5 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.10% | 0.36% | 0.60% | Q4 2017 | Q3 2023 | 24 |
ARGA Investment Management, LP | 14 | 1 | 0.02% | 0.48% | 1.71% | Q3 2012 | Q3 2023 | 24 |
Corient Capital Partners, LLC | 21 | 2 | 0.07% | 0.28% | 0.70% | Q3 2016 | Q3 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.10% | 0.14% | 0.19% | Q1 2018 | Q3 2023 | 23 |
First National Bank of Mount Dora, Trust Investment Services | 23 | 23 | 0.73% | 2.02% | 2.99% | Q3 2016 | Q1 2022 | 23 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 23 | 23 | 0.00% | 1.00% | 2.28% | Q2 2013 | Q4 2018 | 23 |
Verdence Capital Advisors LLC | 23 | 23 | 0.03% | 0.50% | 1.17% | Q1 2018 | Q3 2023 | 23 |
Leisure Capital Management | 23 | 23 | 0.23% | 0.49% | 0.68% | Q1 2018 | Q3 2023 | 23 |
Assenagon Asset Management S.A. | 12 | 1 | 0.00% | 0.14% | 1.36% | Q1 2017 | Q3 2023 | 23 |
Goelzer Investment Management, Inc. | 12 | 11 | 0.19% | 0.63% | 1.08% | Q4 2013 | Q1 2022 | 23 |
Cove Street Capital, LLC | 23 | 23 | 0.00% | 1.19% | 2.44% | Q2 2013 | Q4 2018 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Trexquant Investment LP | 6 | 1 | 0.02% | 0.23% | 0.41% | Q4 2014 | Q3 2023 | 23 |
WHITENER CAPITAL MANAGEMENT, INC. | 14 | 9 | 0.12% | 0.24% | 0.43% | Q4 2017 | Q3 2023 | 23 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 23 | 23 | 1.14% | 1.45% | 1.79% | Q2 2013 | Q4 2018 | 23 |
NORTHERN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.45% | 1.02% | 1.44% | Q2 2013 | Q4 2018 | 23 |
FIL Ltd | 12 | 11 | 0.00% | 0.06% | 0.55% | Q2 2013 | Q1 2021 | 23 |
AFFINITY INVESTMENT ADVISORS, LLC | 9 | 6 | 0.04% | 0.78% | 1.60% | Q3 2014 | Q4 2022 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.04% | 0.07% | 0.22% | Q2 2013 | Q4 2018 | 23 |
HOWE & RUSLING INC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2022 | 23 |
CHECK CAPITAL MANAGEMENT INC/CA | 9 | 3 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q4 2021 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.05% | 0.14% | Q1 2018 | Q3 2023 | 23 |
ASPIRIANT, LLC | 12 | 1 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 23 |
EJF Capital LLC | 20 | 1 | 0.04% | 0.33% | 0.97% | Q4 2017 | Q3 2023 | 23 |
Dynamic Advisor Solutions LLC | 23 | 23 | 0.04% | 0.09% | 0.33% | Q1 2018 | Q3 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
VAN ECK ASSOCIATES CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Cornerstone Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q2 2019 | 22 |
BI Asset Management Fondsmaeglerselskab A/S | 22 | 22 | 0.02% | 0.12% | 0.27% | Q2 2018 | Q3 2023 | 22 |
Lee Financial Co | 12 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
Kistler-Tiffany Companies, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 22 |
AFAM CAPITAL, INC. | 22 | 22 | 0.60% | 0.82% | 1.00% | Q2 2013 | Q3 2018 | 22 |
SMITH ASSET MANAGEMENT GROUP LP | 22 | 22 | 0.00% | 0.22% | 2.25% | Q1 2016 | Q2 2021 | 22 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.08% | 0.46% | Q2 2013 | Q3 2023 | 22 |
SRB CORP | 14 | 3 | 0.02% | 0.03% | 0.05% | Q3 2014 | Q2 2020 | 22 |
NuWave Investment Management, LLC | 11 | 1 | 0.00% | 0.23% | 0.81% | Q2 2013 | Q3 2022 | 22 |
Texas Yale Capital Corp. | 22 | 22 | 0.04% | 0.06% | 0.07% | Q3 2014 | Q4 2019 | 22 |
Copperwynd Financial, LLC | 22 | 22 | 0.14% | 0.27% | 0.39% | Q4 2017 | Q1 2023 | 22 |
FIRST NATIONAL BANK OF OMAHA | 9 | 5 | 0.01% | 0.26% | 0.71% | Q2 2014 | Q1 2022 | 22 |
Dakota Wealth Management | 22 | 22 | 0.05% | 0.44% | 1.39% | Q2 2018 | Q3 2023 | 22 |
LGT CAPITAL PARTNERS LTD. | 22 | 22 | 0.68% | 1.73% | 2.75% | Q4 2014 | Q1 2020 | 22 |
IMA Wealth, Inc. | 22 | 22 | 0.02% | 0.18% | 0.79% | Q2 2018 | Q3 2023 | 22 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 8 | 1 | 0.02% | 0.05% | 0.07% | Q1 2014 | Q2 2023 | 22 |
RATIONAL ADVISORS LLC | 8 | 2 | 0.00% | 0.01% | 0.06% | Q1 2012 | Q3 2020 | 22 |
Financial Management Professionals, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Epoch Investment Partners, Inc. | 11 | 5 | 0.00% | 0.24% | 0.68% | Q2 2013 | Q3 2023 | 22 |
LORD, ABBETT & CO. LLC | 22 | 22 | 0.01% | 0.34% | 0.96% | Q2 2013 | Q3 2018 | 22 |
Diversified Investment Strategies, LLC | 19 | 3 | 0.10% | 3.80% | 7.50% | Q4 2013 | Q3 2023 | 22 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9 | 1 | 0.02% | 0.50% | 1.29% | Q3 2013 | Q1 2021 | 22 |
DOLIVER ADVISORS, LP | 22 | 22 | 0.07% | 0.13% | 0.28% | Q3 2018 | Q4 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.04% | 0.11% | 0.46% | Q2 2013 | Q3 2018 | 22 |
Balentine LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 21 |
Quantitative Investment Management, LLC | 6 | 1 | 0.02% | 0.21% | 0.67% | Q2 2013 | Q3 2023 | 21 |
Hexavest Inc. | 20 | 1 | 0.00% | 0.34% | 0.63% | Q2 2013 | Q4 2019 | 21 |
PATHSTONE FAMILY OFFICE, LLC | 20 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Capital Advisors, Ltd. LLC | 21 | 21 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
FIDUCIARY TRUST CO | 7 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2023 | 21 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 10 | 3 | 0.00% | 0.09% | 0.87% | Q3 2014 | Q4 2017 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.09% | 0.90% | 1.68% | Q2 2013 | Q2 2018 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.23% | 0.34% | 0.45% | Q4 2017 | Q4 2022 | 21 |
Jolley Asset Management, LLC | 21 | 21 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2018 | 21 |
ST GERMAIN D J CO INC | 18 | 3 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q4 2023 | 21 |
Vectors Research Management, LLC | 21 | 21 | 0.14% | 0.79% | 1.38% | Q3 2018 | Q3 2023 | 21 |
CI INVESTMENTS INC. | 10 | 1 | 0.00% | 0.12% | 0.82% | Q1 2015 | Q3 2023 | 21 |
Bridgewater Associates | 6 | 1 | 0.00% | 0.04% | 0.30% | Q2 2013 | Q3 2023 | 21 |
Itau Unibanco Holding S.A. | 10 | 2 | 0.00% | 0.02% | 0.13% | Q1 2017 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Redmond Asset Management, LLC | 21 | 21 | 0.54% | 1.09% | 1.39% | Q2 2013 | Q2 2018 | 21 |
Manitou Investment Management Ltd. | 21 | 21 | 0.04% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.11% | 0.17% | 0.30% | Q2 2013 | Q2 2018 | 21 |
Schonfeld Strategic Advisors LLC | 10 | 1 | 0.00% | 0.14% | 0.63% | Q1 2016 | Q2 2023 | 21 |
Addison Capital Co | 21 | 21 | 0.17% | 0.51% | 0.89% | Q4 2017 | Q4 2022 | 21 |
IMS Capital Management | 18 | 3 | 0.10% | 0.83% | 1.95% | Q3 2015 | Q4 2021 | 21 |
Sound Income Strategies, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Simplicity Solutions, LLC | 10 | 1 | 0.01% | 0.05% | 0.26% | Q4 2015 | Q3 2023 | 21 |
Cipher Capital LP | 9 | 1 | 0.03% | 0.38% | 1.11% | Q3 2013 | Q2 2021 | 21 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 21 | 21 | 0.00% | 1.58% | 2.40% | Q2 2013 | Q2 2018 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.46% | 1.54% | Q4 2013 | Q4 2018 | 21 |
COBIZ WEALTH, LLC | 12 | 4 | 0.04% | 0.72% | 1.43% | Q2 2013 | Q3 2018 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.18% | 0.23% | 0.27% | Q2 2013 | Q1 2018 | 20 |
Richard Bernstein Advisors LLC | 12 | 8 | 0.10% | 0.24% | 0.49% | Q2 2013 | Q4 2018 | 20 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 20 |
FULLER & THALER ASSET MANAGEMENT, INC. | 10 | 3 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 20 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 20 | 20 | 0.12% | 0.22% | 0.35% | Q4 2018 | Q3 2023 | 20 |
KEMPNER CAPITAL MANAGEMENT INC. | 20 | 20 | 0.54% | 2.10% | 3.05% | Q4 2015 | Q3 2020 | 20 |
Lido Advisors, LLC | 11 | 4 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 20 |
Kovitz Investment Group Partners, LLC | 20 | 20 | 0.10% | 0.19% | 0.32% | Q4 2018 | Q3 2023 | 20 |
OPTIMUM INVESTMENT ADVISORS | 7 | 1 | 0.00% | 0.10% | 0.16% | Q3 2013 | Q1 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
WESBANCO BANK INC | 15 | 5 | 0.01% | 0.17% | 0.56% | Q2 2016 | Q1 2022 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2022 | 20 |
FIRST MIDWEST BANK TRUST DIVISION | 14 | 6 | 0.03% | 0.14% | 0.31% | Q1 2014 | Q2 2020 | 20 |
Riverview Trust Co | 20 | 20 | 0.18% | 0.26% | 0.47% | Q4 2018 | Q3 2023 | 20 |
ALPS ADVISORS INC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 20 |
Penserra Capital Management LLC | 19 | 1 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 20 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 14 | 6 | 0.31% | 1.11% | 1.42% | Q2 2013 | Q4 2021 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
WASHINGTON TRUST BANK | 20 | 20 | 0.00% | 0.04% | 0.15% | Q1 2014 | Q4 2018 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.03% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisors, LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2023 | 20 |
Alpha Cubed Investments, LLC | 11 | 9 | 0.02% | 0.13% | 0.34% | Q4 2013 | Q1 2023 | 20 |
Natixis Investment Managers International | 16 | 1 | 0.01% | 0.26% | 0.96% | Q4 2013 | Q2 2022 | 20 |
Camelot Portfolios, LLC | 20 | 20 | 0.10% | 0.37% | 0.88% | Q3 2017 | Q2 2022 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.02% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.05% | 0.13% | 0.35% | Q4 2018 | Q3 2023 | 20 |
Quadrature Capital Ltd | 8 | 1 | 0.01% | 0.32% | 1.17% | Q3 2015 | Q3 2023 | 20 |
Pointe Capital Management LLC | 14 | 6 | 0.16% | 0.26% | 0.33% | Q3 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
ACG Wealth | 19 | 1 | 0.06% | 0.22% | 0.48% | Q4 2015 | Q3 2022 | 20 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 4 | 0.00% | 0.01% | 0.12% | Q4 2015 | Q4 2021 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 8 | 0.04% | 1.04% | 2.09% | Q2 2013 | Q3 2018 | 20 |
Capital Analysts, LLC | 19 | 1 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.05% | 0.35% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.06% | 0.10% | 0.17% | Q1 2013 | Q4 2017 | 20 |
CAPITAL ONE, NATIONAL ASSOCIATION | 11 | 1 | 0.02% | 0.03% | 0.12% | Q3 2013 | Q4 2019 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.00% | 0.08% | 0.33% | Q4 2013 | Q3 2018 | 20 |
Lester Murray Antman dba SimplyRich | 13 | 3 | 0.11% | 0.25% | 0.49% | Q4 2017 | Q3 2023 | 20 |
PIN OAK INVESTMENT ADVISORS INC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.07% | 0.13% | 0.16% | Q4 2017 | Q3 2022 | 20 |
FIRST HAWAIIAN BANK | 11 | 1 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.59% | 0.84% | 1.43% | Q4 2018 | Q3 2023 | 20 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.02% | 0.10% | 0.27% | Q4 2017 | Q3 2023 | 20 |
First Fiduciary Investment Counsel, Inc. | 20 | 20 | 1.94% | 2.64% | 3.30% | Q2 2017 | Q1 2022 | 20 |
DUBUQUE BANK & TRUST CO | 20 | 20 | 0.00% | 0.14% | 0.64% | Q2 2014 | Q1 2019 | 20 |
SECOND CURVE CAPITAL LLC | 9 | 1 | 1.04% | 3.96% | 6.38% | Q3 2016 | Q4 2021 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.14% | 1.39% | 2.32% | Q2 2013 | Q4 2017 | 19 |
MU Investments Co., Ltd. | 19 | 19 | 0.02% | 0.18% | 0.42% | Q2 2013 | Q4 2017 | 19 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.03% | 0.11% | 0.35% | Q2 2014 | Q3 2023 | 19 |
Symmetry Partners, LLC | 14 | 5 | 0.02% | 0.06% | 0.18% | Q4 2018 | Q4 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q3 2018 | 19 |
BRIDGES INVESTMENT COUNSEL INC/ | 19 | 19 | 0.79% | 1.37% | 1.72% | Q2 2013 | Q4 2017 | 19 |
Ceredex Value Advisors LLC | 15 | 2 | 0.50% | 1.48% | 4.05% | Q1 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2022 | 19 |
Hirtle Callaghan & Co LLC | 10 | 3 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q2 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Cerity Partners LLC | 8 | 2 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 19 |
LOOMIS SAYLES & CO L P | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 19 |
E&G Advisors, LP | 11 | 8 | 0.08% | 0.13% | 0.23% | Q2 2017 | Q3 2022 | 19 |
HighTower Trust Company, N.A. | 10 | 1 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q1 2023 | 19 |
BOSTON ADVISORS LLC | 15 | 4 | 0.01% | 0.15% | 0.41% | Q3 2014 | Q2 2019 | 19 |
ATLAS CAPITAL ADVISORS LLC | 11 | 8 | 0.00% | 0.02% | 0.23% | Q3 2018 | Q3 2023 | 19 |
MONETARY MANAGEMENT GROUP INC | 11 | 1 | 0.01% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 19 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.05% | 0.26% | Q3 2013 | Q2 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.16% | 0.23% | 0.34% | Q1 2019 | Q3 2023 | 19 |
NBT BANK N A /NY | 14 | 1 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q3 2021 | 19 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.04% | 0.11% | 0.19% | Q2 2013 | Q3 2017 | 18 |
DREMAN VALUE MANAGEMENT, L L C | 18 | 18 | 0.02% | 0.25% | 0.67% | Q4 2013 | Q1 2018 | 18 |
Harvest Fund Management Co., Ltd | 12 | 2 | 0.00% | 0.04% | 0.13% | Q4 2017 | Q3 2023 | 18 |
BANCORPSOUTH INC | 18 | 18 | 0.06% | 0.19% | 0.37% | Q2 2013 | Q3 2017 | 18 |
HEARTLAND ADVISORS INC | 14 | 4 | 0.10% | 0.47% | 0.79% | Q2 2013 | Q1 2021 | 18 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 18 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.12% | 0.40% | Q1 2018 | Q3 2023 | 18 |
WOODSTOCK CORP | 13 | 5 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2022 | 18 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.18% | 0.57% | Q2 2012 | Q2 2023 | 18 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 18 | 18 | 1.92% | 3.26% | 5.08% | Q2 2019 | Q3 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2017 | 18 |
Covington Capital Management | 16 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Clarius Group, LLC | 13 | 5 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 18 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.03% | 0.33% | 1.06% | Q3 2014 | Q1 2022 | 18 |
AllSquare Wealth Management LLC | 13 | 5 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q2 2023 | 18 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.01% | 0.05% | 0.16% | Q2 2014 | Q3 2023 | 18 |
Lenox Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 18 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.02% | 0.24% | 0.67% | Q1 2014 | Q1 2023 | 18 |
BOWEN HANES & CO INC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 18 |
Altium Wealth Management LLC | 18 | 18 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q2 2022 | 18 |
Crestwood Advisors Group, LLC | 18 | 18 | 0.03% | 0.14% | 0.35% | Q2 2019 | Q3 2023 | 18 |
ENDEAVOUR CAPITAL ADVISORS INC | 15 | 3 | 0.73% | 1.03% | 2.44% | Q2 2013 | Q3 2018 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.02% | 0.14% | 0.37% | Q1 2019 | Q2 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2014 | 18 |
Probity Advisors, Inc. | 8 | 2 | 0.06% | 0.10% | 0.14% | Q3 2018 | Q3 2023 | 18 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.02% | 0.06% | 0.23% | Q2 2016 | Q2 2022 | 18 |
M&R CAPITAL MANAGEMENT INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2020 | 18 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 18 | 18 | 0.12% | 0.17% | 0.26% | Q2 2013 | Q3 2017 | 18 |
BANK PICTET & CIE (ASIA) LTD | 16 | 2 | 0.20% | 0.39% | 1.04% | Q1 2015 | Q1 2022 | 18 |
SPINNAKER TRUST | 18 | 18 | 0.02% | 0.30% | 0.46% | Q2 2014 | Q3 2018 | 18 |
Nikko Asset Management Americas, Inc. | 18 | 18 | 0.01% | 0.06% | 0.24% | Q2 2013 | Q3 2017 | 18 |
BREWIN DOLPHIN LTD | 18 | 18 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2022 | 18 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 2 | 0.00% | 0.05% | 0.10% | Q1 2015 | Q3 2019 | 18 |
GENDELL JEFFREY L | 10 | 4 | 0.11% | 1.71% | 4.67% | Q2 2013 | Q2 2018 | 18 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.04% | 0.20% | 0.28% | Q2 2013 | Q2 2017 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2017 | 17 |
Prestige Wealth Management Group LLC | 12 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 17 |
Horizon Investments, LLC | 6 | 2 | 0.01% | 0.03% | 0.09% | Q2 2017 | Q3 2023 | 17 |
MARTIN & CO INC /TN/ | 14 | 3 | 0.06% | 0.98% | 1.39% | Q2 2013 | Q2 2018 | 17 |
ING GROEP NV | 17 | 17 | 0.01% | 0.06% | 0.34% | Q1 2013 | Q1 2017 | 17 |
NatWest Group plc | 17 | 17 | 0.06% | 1.00% | 3.94% | Q2 2013 | Q2 2017 | 17 |
Voya Financial Advisors, Inc. | 14 | 3 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q4 2019 | 17 |
PARADIGM ASSET MANAGEMENT CO LLC | 9 | 2 | 0.02% | 0.35% | 0.87% | Q2 2013 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Financial Advantage, Inc. | 16 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2022 | 17 |
Almanack Investment Partners, LLC. | 8 | 1 | 0.01% | 0.30% | 1.63% | Q1 2017 | Q3 2022 | 17 |
TCW GROUP INC | 15 | 2 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2020 | 17 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 17 |
LMR Partners LLP | 7 | 1 | 0.01% | 0.09% | 0.48% | Q3 2014 | Q2 2023 | 17 |
CORNERSTONE ADVISORS INC | 15 | 2 | 0.07% | 0.15% | 0.27% | Q2 2013 | Q4 2018 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.08% | 0.16% | Q4 2018 | Q4 2022 | 17 |
Cumberland Partners Ltd | 17 | 17 | 0.84% | 1.89% | 3.95% | Q4 2014 | Q4 2018 | 17 |
Wolf Group Capital Advisors | 17 | 17 | 0.54% | 0.80% | 1.20% | Q3 2019 | Q3 2023 | 17 |
Handelsbanken Fonder AB | 14 | 3 | 0.01% | 0.06% | 0.11% | Q4 2015 | Q3 2023 | 17 |
Hudson Bay Capital Management LP | 6 | 1 | 0.02% | 0.10% | 0.21% | Q3 2016 | Q3 2023 | 17 |
LOEWS CORP | 14 | 3 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q4 2019 | 17 |
Rampart Investment Management Company, LLC | 17 | 17 | 0.03% | 0.18% | 0.33% | Q3 2016 | Q3 2020 | 17 |
Proficio Capital Partners LLC | 15 | 2 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 17 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 13 | 4 | 0.01% | 0.20% | 0.50% | Q4 2016 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.04% | 0.07% | 0.13% | Q1 2018 | Q1 2022 | 17 |
CHICAGO EQUITY PARTNERS LLC | 7 | 1 | 0.02% | 0.30% | 0.67% | Q2 2013 | Q4 2019 | 17 |
MIDAS MANAGEMENT CORP | 17 | 17 | 0.72% | 0.87% | 1.08% | Q1 2014 | Q1 2018 | 17 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 4 | 0.02% | 0.11% | 0.19% | Q4 2016 | Q4 2022 | 17 |
Keel Point, LLC | 16 | 1 | 0.03% | 0.12% | 0.22% | Q1 2015 | Q2 2023 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.19% | 0.59% | 1.31% | Q2 2013 | Q3 2023 | 17 |
JD CAPITAL MANAGEMENT LLC | 7 | 7 | 0.02% | 0.70% | 2.99% | Q2 2013 | Q4 2014 | 17 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 17 |
HNP Capital LLC | 12 | 5 | 0.26% | 0.89% | 1.43% | Q4 2018 | Q1 2023 | 17 |
Quantitative Systematic Strategies LLC | 11 | 1 | 0.04% | 0.40% | 0.70% | Q4 2014 | Q2 2021 | 17 |
Signature Financial Management, Inc. | 14 | 3 | 0.04% | 0.11% | 0.16% | Q2 2014 | Q3 2018 | 17 |
WRIGHT INVESTORS SERVICE INC | 9 | 2 | 0.10% | 0.37% | 1.09% | Q4 2013 | Q3 2021 | 17 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 1 | 0.00% | 0.04% | 0.14% | Q1 2014 | Q3 2022 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q1 2022 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q2 2021 | 17 |
Torch Wealth Management LLC | 17 | 17 | 0.70% | 0.83% | 0.96% | Q4 2015 | Q4 2019 | 17 |
RMB Capital Management, LLC | 9 | 1 | 0.00% | 0.30% | 1.14% | Q1 2016 | Q3 2018 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.01% | 0.03% | 0.04% | Q4 2012 | Q4 2016 | 17 |
Barrington Strategic Wealth Management Group LLC | 17 | 17 | 0.90% | 1.22% | 1.62% | Q3 2013 | Q3 2017 | 17 |
JBF Capital, Inc. | 17 | 17 | 0.04% | 0.22% | 0.92% | Q3 2019 | Q3 2023 | 17 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 9 | 2 | 0.00% | 0.01% | 0.09% | Q2 2015 | Q2 2023 | 17 |
MILES CAPITAL, INC. | 17 | 17 | 0.60% | 0.89% | 1.28% | Q1 2016 | Q1 2020 | 17 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.02% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 17 |
Integre Asset Management, LLC | 17 | 17 | 0.12% | 0.53% | 2.26% | Q2 2013 | Q2 2017 | 17 |
Clean Yield Group | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 17 |
Capital Impact Advisors, LLC | 13 | 1 | 0.14% | 0.99% | 2.73% | Q4 2013 | Q3 2021 | 17 |
Hugh Johnson Advisors LLC | 17 | 17 | 0.50% | 0.59% | 0.74% | Q2 2015 | Q2 2019 | 17 |
FORTEM FINANCIAL GROUP, LLC | 17 | 17 | 0.12% | 0.62% | 1.44% | Q4 2018 | Q4 2022 | 17 |
Virtu Financial LLC | 10 | 1 | 0.02% | 0.07% | 0.49% | Q3 2014 | Q2 2023 | 17 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.07% | 0.25% | Q3 2018 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q2 2017 | 17 |
Abbrea Capital, LLC | 12 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 17 |
Annex Advisory Services, LLC | 16 | 16 | 0.09% | 0.26% | 0.40% | Q1 2015 | Q4 2018 | 16 |
COLRAIN CAPITAL LLC | 16 | 16 | 0.74% | 2.02% | 3.44% | Q2 2013 | Q1 2017 | 16 |
A.R.T. Advisors, LLC | 6 | 1 | 0.03% | 0.26% | 0.58% | Q3 2014 | Q4 2019 | 16 |
FRED ALGER MANAGEMENT, LLC | 9 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Ruggie Capital Group | 12 | 4 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2018 | 16 |
Corsair Capital Management | 16 | 16 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q1 2017 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Harbour Capital Advisors, LLC | 15 | 1 | 0.01% | 0.72% | 1.09% | Q1 2013 | Q1 2017 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Paragon Capital Management Ltd | 11 | 2 | 0.03% | 0.13% | 0.23% | Q2 2017 | Q3 2023 | 16 |
Algebris Investments (UK) LLP | 16 | 16 | 0.24% | 0.71% | 1.48% | Q2 2013 | Q1 2017 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.11% | 0.16% | 0.20% | Q2 2013 | Q1 2017 | 16 |
OSSIAM | 12 | 1 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 16 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 15 | 1 | 0.15% | 0.49% | 0.80% | Q2 2015 | Q2 2019 | 16 |
Mn Services Vermogensbeheer B.V. | 14 | 2 | 0.08% | 0.17% | 0.22% | Q1 2016 | Q3 2023 | 16 |
Community Bank, N.A. | 15 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2022 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.02% | 0.27% | 0.63% | Q4 2014 | Q2 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.10% | 0.17% | Q4 2019 | Q3 2023 | 16 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 9 | 7 | 0.03% | 0.18% | 0.41% | Q2 2018 | Q3 2022 | 16 |
Zurich Insurance Group Ltd/FI | 16 | 16 | 0.14% | 0.21% | 0.27% | Q4 2015 | Q3 2019 | 16 |
Bray Capital Advisors | 16 | 16 | 0.01% | 0.04% | 0.14% | Q2 2019 | Q1 2023 | 16 |
CNB Bank | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
North Star Investment Management Corp. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.06% | 0.21% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Virtu KCG Holdings LLC | 8 | 7 | 0.00% | 0.04% | 0.27% | Q3 2013 | Q2 2017 | 16 |
Lombard Odier Asset Management (Switzerland) SA | 8 | 1 | 0.01% | 0.06% | 0.29% | Q2 2014 | Q2 2021 | 16 |
Independent Advisor Alliance | 10 | 1 | 0.02% | 0.05% | 0.30% | Q4 2016 | Q3 2023 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.31% | 0.46% | 0.86% | Q4 2019 | Q3 2023 | 16 |
Aspen Investment Management Inc | 16 | 16 | 0.38% | 0.60% | 0.78% | Q2 2013 | Q1 2017 | 16 |
NORRIS PERNE & FRENCH LLP/MI | 16 | 16 | 0.87% | 1.76% | 2.60% | Q1 2014 | Q4 2017 | 16 |
Pendal Group Ltd | 7 | 1 | 0.00% | 0.05% | 0.16% | Q2 2017 | Q4 2022 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2017 | 16 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2020 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.03% | 0.22% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Ellevest, Inc. | 11 | 5 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 16 |
Sonora Investment Management, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2020 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.01% | 0.16% | 0.38% | Q4 2018 | Q3 2022 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.08% | 0.14% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Newfound Research LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.17% | 0.41% | 0.80% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.03% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Arden Trust Co | 7 | 4 | 0.01% | 0.09% | 0.16% | Q2 2019 | Q4 2023 | 16 |
Douglass Winthrop Advisors, LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q3 2018 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.24% | 0.69% | Q2 2014 | Q4 2017 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.19% | 0.23% | 0.27% | Q2 2013 | Q4 2016 | 15 |
FORVIS Wealth Advisors, LLC | 15 | 15 | 0.06% | 0.14% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Benin Management CORP | 15 | 15 | 0.12% | 1.25% | 2.06% | Q4 2013 | Q2 2017 | 15 |
McIlrath & Eck, LLC | 10 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 15 |
CAXTON ASSOCIATES LP | 6 | 1 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 15 |
BAR HARBOR WEALTH MANAGEMENT | 14 | 1 | 0.03% | 0.06% | 0.10% | Q2 2015 | Q2 2019 | 15 |
Ifrah Financial Services, Inc. | 15 | 15 | 0.08% | 0.12% | 0.15% | Q3 2014 | Q1 2018 | 15 |
Bogart Wealth, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 15 |
Graypoint LLC | 15 | 15 | 0.05% | 0.22% | 0.33% | Q1 2020 | Q3 2023 | 15 |
OLD SECOND NATIONAL BANK OF AURORA | 15 | 15 | 0.01% | 0.62% | 1.14% | Q4 2013 | Q2 2017 | 15 |
OFI Advisors LLC | 11 | 4 | 0.12% | 0.16% | 0.21% | Q3 2011 | Q3 2015 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q4 2016 | 15 |
CADENCE CAPITAL MANAGEMENT LLC | 13 | 2 | 0.05% | 0.14% | 0.47% | Q3 2015 | Q3 2020 | 15 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 5 | 1 | 0.03% | 0.14% | 0.39% | Q2 2013 | Q4 2018 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Capital Research Global Investors | 9 | 2 | 0.08% | 0.18% | 0.36% | Q2 2013 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 12 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Vigilant Capital Management, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2019 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.14% | 0.19% | 0.22% | Q2 2013 | Q4 2016 | 15 |
DELTA LLOYD NV | 14 | 1 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q1 2017 | 15 |
CAAS CAPITAL MANAGEMENT LP | 6 | 6 | 0.02% | 0.08% | 0.14% | Q2 2022 | Q3 2023 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.50% | 1.37% | 2.51% | Q2 2013 | Q4 2016 | 15 |
Ancora Advisors LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2022 | 15 |
WASATCH ADVISORS LP | 15 | 15 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q4 2016 | 15 |
6 Meridian | 14 | 1 | 0.22% | 0.55% | 0.91% | Q4 2017 | Q4 2021 | 15 |
Granite Investment Advisors, LLC | 15 | 15 | 0.58% | 0.85% | 1.05% | Q1 2018 | Q3 2021 | 15 |
STONERIDGE INVESTMENT PARTNERS LLC | 10 | 1 | 0.32% | 0.82% | 2.20% | Q1 2014 | Q4 2022 | 15 |
BlackRock Group LTD | 15 | 15 | 0.15% | 0.24% | 0.32% | Q2 2013 | Q4 2016 | 15 |
CCM INVESTMENT ADVISERS LLC | 15 | 15 | 1.04% | 1.38% | 1.84% | Q1 2020 | Q3 2023 | 15 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q4 2022 | 15 |
Fiera Capital Corp | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2022 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.16% | 0.23% | 0.28% | Q2 2013 | Q4 2016 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.17% | 0.27% | 0.38% | Q2 2013 | Q4 2016 | 15 |
ROMAN BUTLER FULLERTON & CO | 11 | 4 | 0.10% | 0.14% | 0.18% | Q1 2019 | Q2 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.05% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
PICTON MAHONEY ASSET MANAGEMENT | 6 | 1 | 0.01% | 0.38% | 0.82% | Q2 2013 | Q4 2022 | 15 |
Gryphon Financial Partners LLC | 12 | 3 | 0.01% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 15 |
ATALANTA SOSNOFF CAPITAL, LLC | 7 | 2 | 0.04% | 0.61% | 2.02% | Q2 2014 | Q4 2021 | 15 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.03% | 0.11% | Q2 2015 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Platform Technology Partners | 10 | 5 | 0.17% | 0.22% | 0.37% | Q4 2019 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.11% | 0.25% | 0.37% | Q3 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q1 2023 | 15 |
Global Trust Asset Management, LLC | 15 | 15 | 0.14% | 0.21% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Perigon Wealth Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 15 |
Qtron Investments LLC | 14 | 1 | 0.05% | 0.25% | 0.43% | Q2 2019 | Q3 2023 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 15 |
USS Investment Management Ltd | 14 | 1 | 0.02% | 0.17% | 1.12% | Q4 2012 | Q3 2023 | 15 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 15 |
CNA FINANCIAL CORP | 15 | 15 | 0.48% | 0.61% | 0.76% | Q3 2016 | Q1 2020 | 15 |
New England Research & Management, Inc. | 7 | 2 | 0.23% | 0.37% | 0.72% | Q1 2014 | Q2 2022 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.07% | 0.11% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Caprock Group, LLC | 11 | 1 | 0.03% | 0.06% | 0.08% | Q3 2016 | Q3 2023 | 15 |
Ironsides Asset Advisors, LLC | 15 | 15 | 0.18% | 0.56% | 0.76% | Q2 2014 | Q4 2017 | 15 |
Sunflower Bank, N.A. | 14 | 14 | 0.06% | 0.15% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Wellington Shields Capital Management, LLC | 14 | 14 | 0.18% | 0.31% | 0.52% | Q2 2020 | Q3 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.08% | 0.34% | 0.59% | Q2 2013 | Q3 2016 | 14 |
Norman Fields, Gottscho Capital Management, LLC | 14 | 14 | 0.62% | 1.46% | 1.68% | Q1 2013 | Q2 2016 | 14 |
I.G. INVESTMENT MANAGEMENT, LTD. | 14 | 14 | 0.09% | 0.43% | 0.59% | Q2 2013 | Q3 2016 | 14 |
Algebris (UK) Ltd | 9 | 5 | 0.17% | 0.94% | 2.00% | Q2 2017 | Q4 2020 | 14 |
Neo Ivy Capital Management | 6 | 1 | 0.06% | 0.32% | 0.80% | Q2 2019 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.05% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 14 | 14 | 0.01% | 0.06% | 0.70% | Q3 2018 | Q4 2021 | 14 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5 | 1 | 0.01% | 0.13% | 0.35% | Q3 2016 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
CLEAR STREET MARKETS LLC | 9 | 1 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q2 2023 | 14 |
Ballentine Partners, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2022 | 14 |
SUFFOLK CAPITAL MANAGEMENT LLC | 9 | 1 | 0.38% | 1.02% | 1.91% | Q2 2013 | Q3 2018 | 14 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 11 | 3 | 0.01% | 0.76% | 1.27% | Q2 2015 | Q1 2019 | 14 |
Laffer Tengler Investments, Inc. | 9 | 1 | 0.02% | 0.07% | 0.42% | Q2 2013 | Q3 2023 | 14 |
CARLSON CAPITAL L P | 4 | 1 | 0.06% | 0.58% | 1.93% | Q2 2013 | Q4 2022 | 14 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 14 |
PagnatoKarp Partners LLC | 14 | 14 | 0.08% | 0.15% | 0.26% | Q4 2016 | Q1 2020 | 14 |
USA FINANCIAL FORMULAS | 8 | 1 | 0.00% | 0.22% | 1.05% | Q1 2017 | Q3 2023 | 14 |
Markel Corporation | 4 | 2 | 0.01% | 0.23% | 0.45% | Q2 2013 | Q3 2023 | 14 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.08% | 0.13% | 0.17% | Q4 2017 | Q1 2022 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q2 2023 | 14 |
Rheos Capital Works Inc. | 14 | 14 | 0.44% | 0.81% | 1.21% | Q4 2019 | Q1 2023 | 14 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2019 | 14 |
CAPITAL GUARDIAN TRUST CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 14 |
NCM CAPITAL MANAGEMENT GROUP INC | 14 | 14 | 0.19% | 1.77% | 2.75% | Q2 2013 | Q3 2016 | 14 |
Prospera Financial Services Inc | 11 | 1 | 0.02% | 0.04% | 0.25% | Q4 2013 | Q3 2023 | 14 |
Gerstein Fisher | 14 | 14 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2016 | 14 |
Cutter & CO Brokerage, Inc. | 9 | 5 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q4 2021 | 14 |
Nadler Financial Group, Inc. | 14 | 14 | 0.60% | 0.86% | 1.20% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.10% | 0.22% | 0.35% | Q2 2013 | Q3 2016 | 14 |
Soltis Investment Advisors LLC | 14 | 14 | 0.04% | 0.13% | 0.31% | Q2 2020 | Q3 2023 | 14 |
M.D. Sass, Inc. | 14 | 14 | 0.16% | 1.31% | 3.11% | Q2 2013 | Q3 2016 | 14 |
XPONANCE, INC. | 14 | 14 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Empirical Finance, LLC | 13 | 1 | 0.02% | 0.10% | 0.14% | Q4 2016 | Q3 2023 | 14 |
DEERE & CO | 14 | 14 | 0.16% | 0.20% | 0.25% | Q2 2013 | Q3 2016 | 14 |
Cadence Bank | 5 | 4 | 0.03% | 0.17% | 0.38% | Q4 2017 | Q3 2023 | 14 |
CX Institutional | 11 | 1 | 0.00% | 0.03% | 0.18% | Q1 2019 | Q3 2023 | 14 |
Sculptor Capital LP | 7 | 7 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q4 2014 | 14 |
GENESEE VALLEY TRUST CO | 14 | 14 | 0.16% | 0.20% | 0.24% | Q2 2013 | Q3 2016 | 14 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 14 | 14 | 0.66% | 1.14% | 1.58% | Q2 2020 | Q3 2023 | 14 |
MAI Capital Management | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 14 |
Intercontinental Wealth Advisors, LLC | 14 | 14 | 0.42% | 0.53% | 0.63% | Q1 2020 | Q2 2023 | 14 |
HIGH POINT BANK & TRUST CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
EXCHANGE TRADED CONCEPTS, LLC | 12 | 1 | 0.00% | 0.19% | 0.40% | Q4 2019 | Q4 2023 | 14 |
Caption Management, LLC | 6 | 2 | 0.00% | 0.20% | 0.60% | Q4 2018 | Q4 2022 | 14 |
ARGENT TRUST Co | 14 | 14 | 0.44% | 1.19% | 3.09% | Q4 2014 | Q1 2018 | 14 |
MinichMacGregor Wealth Management, LLC | 13 | 1 | 0.00% | 0.07% | 0.88% | Q4 2015 | Q4 2022 | 14 |
Uncommon Cents Investing LLC | 14 | 14 | 0.16% | 0.24% | 0.34% | Q2 2020 | Q3 2023 | 14 |
GREAT LAKES ADVISORS, LLC | 9 | 1 | 0.01% | 0.09% | 0.24% | Q4 2017 | Q4 2022 | 14 |
RMR Wealth Builders | 7 | 1 | 0.06% | 0.25% | 1.14% | Q4 2019 | Q3 2023 | 14 |
JFS WEALTH ADVISORS, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 14 |
TOWNSQUARE CAPITAL LLC | 11 | 3 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 14 |
CYPRESS CAPITAL MANAGEMENT LLC | 14 | 14 | 0.06% | 0.13% | 0.19% | Q4 2016 | Q1 2020 | 14 |
Artemis Investment Management LLP | 11 | 3 | 0.01% | 1.64% | 5.82% | Q3 2014 | Q4 2020 | 14 |
Regal Investment Advisors LLC | 10 | 4 | 0.00% | 0.25% | 0.97% | Q2 2013 | Q1 2017 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
1834 INVESTMENT ADVISORS CO | 9 | 2 | 0.00% | 0.68% | 1.36% | Q2 2013 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q1 2022 | 14 |
Sciencast Management LP | 5 | 1 | 0.06% | 0.41% | 1.15% | Q4 2015 | Q1 2022 | 14 |
Patriot Wealth Management, Inc. | 14 | 14 | 0.72% | 0.93% | 1.06% | Q4 2013 | Q1 2017 | 14 |
Eisler Capital (UK) Ltd. | 7 | 7 | 0.04% | 0.29% | 0.62% | Q1 2022 | Q3 2023 | 14 |
MCF Advisors LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.10% | 0.26% | 0.38% | Q4 2013 | Q1 2017 | 14 |
PARK AVENUE SECURITIES LLC | 9 | 1 | 0.01% | 0.04% | 0.15% | Q1 2018 | Q3 2023 | 14 |
NorthCoast Asset Management LLC | 6 | 2 | 0.01% | 0.55% | 3.02% | Q3 2014 | Q3 2021 | 13 |
ARVEST TRUST CO N A | 8 | 5 | 0.40% | 0.66% | 1.01% | Q2 2013 | Q3 2023 | 13 |
MENTA CAPITAL LLC | 13 | 13 | 0.09% | 0.36% | 0.62% | Q3 2013 | Q3 2016 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.12% | 0.20% | 0.25% | Q3 2020 | Q3 2023 | 13 |
CALTON & ASSOCIATES, INC. | 11 | 2 | 0.06% | 0.11% | 0.16% | Q4 2017 | Q1 2022 | 13 |
OMERS ADMINISTRATION Corp | 7 | 1 | 0.01% | 0.57% | 2.47% | Q4 2013 | Q4 2019 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
EPG Wealth Management LLC | 11 | 2 | 0.04% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 13 |
PETTYJOHN, WOOD & WHITE, INC | 7 | 1 | 0.05% | 0.08% | 0.09% | Q2 2014 | Q3 2023 | 13 |
Old Port Advisors | 7 | 1 | 0.11% | 0.13% | 0.17% | Q2 2018 | Q2 2022 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 12 | 1 | 0.01% | 0.02% | 0.13% | Q4 2016 | Q3 2023 | 13 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.02% | 0.21% | 0.56% | Q1 2015 | Q1 2020 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q2 2019 | 13 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 1 | 0.07% | 0.59% | 1.72% | Q1 2018 | Q1 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
SECOR Capital Advisors, LP | 4 | 1 | 0.02% | 0.46% | 0.96% | Q4 2014 | Q4 2018 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.22% | 0.34% | 0.48% | Q3 2020 | Q3 2023 | 13 |
Western Wealth Management, LLC | 8 | 1 | 0.03% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 13 |
MAVERICK CAPITAL LTD | 5 | 1 | 0.01% | 0.77% | 3.51% | Q2 2013 | Q2 2023 | 13 |
Fiduciary Trust Co International of Pennsylvania | 12 | 1 | 0.04% | 0.06% | 0.08% | Q2 2015 | Q1 2020 | 13 |
West Oak Capital, LLC | 11 | 2 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 13 |
IFG Advisory, LLC | 13 | 13 | 0.08% | 0.12% | 0.19% | Q4 2017 | Q4 2020 | 13 |
CGN Advisors LLC | 13 | 13 | 0.11% | 0.19% | 0.31% | Q4 2020 | Q4 2023 | 13 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.01% | 0.12% | 0.51% | Q4 2015 | Q2 2021 | 13 |
HBW ADVISORY SERVICES LLC | 12 | 1 | 0.06% | 0.47% | 1.90% | Q3 2019 | Q2 2023 | 13 |
Salient Capital Advisors, LLC | 7 | 6 | 0.02% | 0.05% | 0.10% | Q1 2014 | Q2 2017 | 13 |
FIC CAPITAL INC | 13 | 13 | 0.54% | 1.12% | 1.74% | Q2 2013 | Q2 2016 | 13 |
Zions Bancorporation | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2018 | 13 |
QUANTUM CAPITAL MANAGEMENT | 13 | 13 | 0.11% | 0.30% | 0.57% | Q2 2014 | Q2 2017 | 13 |
Grove Bank & Trust | 9 | 4 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 13 |
Willingdon Wealth Management | 11 | 1 | 0.00% | 0.10% | 0.66% | Q4 2013 | Q1 2020 | 13 |
FIRST CITIZENS BANK & TRUST CO | 11 | 2 | 0.01% | 0.67% | 1.28% | Q2 2013 | Q3 2021 | 13 |
True North Advisors, LLC | 13 | 13 | 0.25% | 0.66% | 0.85% | Q2 2020 | Q2 2023 | 13 |
MidWestOne Financial Group, Inc. | 12 | 1 | 0.09% | 0.27% | 0.38% | Q2 2019 | Q1 2023 | 13 |
HOLLENCREST CAPITAL MANAGEMENT | 7 | 3 | 0.02% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.03% | 0.33% | Q3 2019 | Q3 2022 | 13 |
MALTESE CAPITAL MANAGEMENT LLC | 6 | 2 | 0.06% | 0.79% | 2.34% | Q2 2013 | Q3 2020 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
LINCOLN NATIONAL CORP | 8 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Wealthspire Advisors, LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 13 |
ExodusPoint Capital Management, LP | 8 | 2 | 0.01% | 0.04% | 0.13% | Q1 2020 | Q3 2023 | 13 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.07% | 0.23% | 0.53% | Q2 2016 | Q2 2023 | 13 |
C M BIDWELL & ASSOCIATES LTD | 9 | 2 | 0.14% | 0.46% | 1.72% | Q3 2014 | Q3 2022 | 13 |
EAGLE CAPITAL MANAGEMENT LLC | 13 | 13 | 1.02% | 1.88% | 2.97% | Q3 2020 | Q3 2023 | 13 |
REDW Wealth LLC | 13 | 13 | 0.14% | 0.31% | 0.52% | Q4 2016 | Q4 2019 | 13 |
Camarda Financial Advisors, LLC | 10 | 1 | 0.02% | 0.98% | 1.64% | Q4 2013 | Q2 2021 | 13 |
Numeric Investors LLC | 4 | 1 | 0.01% | 0.39% | 1.46% | Q3 2013 | Q4 2017 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.23% | 0.32% | 0.40% | Q2 2013 | Q1 2016 | 12 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.03% | 0.16% | Q1 2014 | Q4 2016 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 1 | 0.00% | 0.07% | 0.17% | Q4 2019 | Q3 2023 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q1 2016 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.04% | 0.29% | 0.56% | Q4 2016 | Q3 2019 | 12 |
BEACH INVESTMENT COUNSEL INC/PA | 10 | 2 | 0.02% | 0.72% | 1.44% | Q2 2013 | Q1 2018 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.46% | 0.96% | Q2 2018 | Q1 2021 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.12% | 0.16% | 0.18% | Q2 2013 | Q1 2016 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.16% | 0.29% | Q4 2016 | Q3 2019 | 12 |
Channing Capital Management, LLC | 12 | 12 | 0.20% | 0.35% | 0.44% | Q2 2013 | Q1 2016 | 12 |
Evanston Investments, Inc., dba Evanston Advisors | 12 | 12 | 1.82% | 1.97% | 2.38% | Q1 2016 | Q4 2018 | 12 |
JARISLOWSKY, FRASER Ltd | 12 | 12 | 0.01% | 0.03% | 0.13% | Q2 2015 | Q1 2018 | 12 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 2 | 0.00% | 0.06% | 0.24% | Q2 2013 | Q4 2022 | 12 |
FIRST INTERSTATE BANK | 9 | 3 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2019 | 12 |
SSI INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q1 2016 | 12 |
Nippon Life Global Investors Americas, Inc. | 5 | 1 | 0.10% | 0.46% | 0.90% | Q2 2013 | Q2 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.03% | 0.20% | 0.39% | Q4 2016 | Q3 2019 | 12 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 12 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 12 | 12 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q1 2016 | 12 |
Calamos Wealth Management LLC | 10 | 2 | 0.06% | 0.30% | 0.60% | Q1 2017 | Q1 2020 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.02% | 0.17% | 0.33% | Q4 2016 | Q3 2019 | 12 |
MILLER VALUE PARTNERS, LLC | 12 | 12 | 1.12% | 1.81% | 2.30% | Q2 2020 | Q1 2023 | 12 |
Gladstone Institutional Advisory LLC | 9 | 3 | 0.02% | 0.07% | 0.18% | Q2 2019 | Q1 2023 | 12 |
CONNABLE OFFICE INC | 9 | 3 | 0.28% | 0.43% | 0.59% | Q3 2017 | Q1 2023 | 12 |
DENALI ADVISORS LLC | 9 | 3 | 0.02% | 0.88% | 1.62% | Q4 2018 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.09% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Investors Capital Advisory Services | 12 | 12 | 0.07% | 0.09% | 0.11% | Q3 2013 | Q2 2016 | 12 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 12 | 12 | 0.15% | 0.34% | 0.58% | Q2 2013 | Q1 2016 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
IndexIQ Advisors LLC | 11 | 1 | 0.00% | 0.10% | 0.20% | Q1 2018 | Q1 2022 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Ziegler Capital Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 12 |
AMICA MUTUAL INSURANCE CO | 12 | 12 | 0.20% | 0.26% | 0.32% | Q2 2013 | Q1 2016 | 12 |
Gillson Capital LP | 3 | 1 | 0.23% | 1.96% | 4.03% | Q2 2018 | Q3 2023 | 12 |
First Personal Financial Services | 7 | 1 | 0.00% | 0.03% | 0.11% | Q3 2016 | Q4 2020 | 12 |
AMICA PENSION FUND BOARD OF TRUSTEES | 12 | 12 | 0.22% | 0.25% | 0.28% | Q2 2013 | Q1 2016 | 12 |
Doyle Wealth Management | 12 | 12 | 1.37% | 1.76% | 2.06% | Q1 2017 | Q4 2019 | 12 |
Kalos Management, Inc. | 9 | 1 | 0.00% | 0.27% | 0.68% | Q4 2015 | Q1 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.04% | 0.13% | Q4 2020 | Q3 2023 | 12 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 12 | 12 | 0.11% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.07% | 0.08% | 0.10% | Q4 2012 | Q3 2015 | 12 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 12 | 12 | 0.11% | 0.21% | 0.36% | Q3 2013 | Q2 2016 | 12 |
GYL FINANCIAL SYNERGIES, LLC | 8 | 2 | 0.02% | 0.13% | 0.31% | Q3 2019 | Q3 2023 | 12 |
MV CAPITAL MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.06% | 0.12% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.01% | 0.04% | 0.33% | Q4 2020 | Q3 2023 | 12 |
COLUMBUS CIRCLE INVESTORS | 7 | 5 | 0.54% | 0.99% | 1.69% | Q4 2014 | Q4 2018 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
EVERGREEN CAPITAL MANAGEMENT LLC | 7 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 12 |
Ken Stern & Associates, Inc. | 12 | 12 | 0.15% | 0.50% | 1.09% | Q4 2014 | Q3 2017 | 12 |
Hudson Canyon Capital Management | 12 | 12 | 1.12% | 1.44% | 1.86% | Q4 2020 | Q3 2023 | 12 |
GAM SYSTEMATIC LLP | 12 | 12 | 0.04% | 0.18% | 0.47% | Q4 2014 | Q3 2017 | 12 |
Vantage Consulting Group Inc | 12 | 12 | 0.01% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 12 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.00% | 0.01% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Palmer Knight Co | 12 | 12 | 2.96% | 4.03% | 5.44% | Q4 2020 | Q3 2023 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.02% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.12% | 0.17% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.21% | 0.43% | Q3 2017 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Avior Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
Destination Wealth Management | 11 | 1 | 0.05% | 0.58% | 0.81% | Q2 2015 | Q3 2023 | 12 |
GLG LLC | 12 | 12 | 0.01% | 0.10% | 0.25% | Q1 2015 | Q4 2017 | 12 |
XML Financial, LLC | 12 | 12 | 0.04% | 0.08% | 0.21% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
QVT Financial LP | 10 | 10 | 0.33% | 1.54% | 3.29% | Q2 2013 | Q3 2015 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.07% | 0.22% | 0.26% | Q2 2013 | Q1 2016 | 12 |
Trust Asset Management LLC | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
SCOTIA CAPITAL INC. | 8 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2022 | 12 |
Teza Capital Management LLC | 3 | 1 | 0.04% | 0.39% | 0.82% | Q4 2016 | Q3 2023 | 12 |
Burt Wealth Advisors | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2020 | 12 |
AMERICAN ASSETS INC | 12 | 12 | 0.34% | 0.41% | 0.50% | Q4 2020 | Q3 2023 | 12 |
TOBAM | 9 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
MGO ONE SEVEN LLC | 8 | 1 | 0.01% | 0.11% | 0.26% | Q4 2017 | Q4 2022 | 12 |
Murphy, Middleton, Hinkle & Parker, Inc. | 5 | 3 | 0.12% | 0.15% | 0.17% | Q4 2017 | Q1 2022 | 12 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.18% | 0.24% | 0.51% | Q2 2013 | Q4 2015 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.16% | 0.19% | 0.21% | Q2 2013 | Q4 2015 | 11 |
Yellowstone Partners, LLC | 9 | 2 | 0.14% | 0.27% | 0.41% | Q3 2014 | Q4 2017 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Sullivan, Bruyette, Speros & Blaney, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2021 | 11 |
One River Asset Management, LLC | 4 | 4 | 0.01% | 0.03% | 0.09% | Q4 2022 | Q3 2023 | 11 |
OneAscent Financial Services LLC | 6 | 1 | 0.12% | 0.37% | 0.75% | Q2 2019 | Q2 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.02% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2015 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q1 2016 | 11 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 11 |
COWEN AND COMPANY, LLC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q4 2021 | 11 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Pflug Koory, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Alaska Permanent Fund Corp | 7 | 2 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 11 |
Meristem Family Wealth, LLC | 6 | 2 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q1 2022 | 11 |
SMITH CHAS P & ASSOCIATES PA CPAS | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
SHIKIAR ASSET MANAGEMENT INC | 11 | 11 | 0.10% | 0.67% | 1.78% | Q3 2013 | Q1 2016 | 11 |
tru Independence LLC | 6 | 1 | 0.00% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 11 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 9 | 2 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q1 2016 | 11 |
Aspire Private Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MERITAGE PORTFOLIO MANAGEMENT | 6 | 5 | 0.18% | 0.33% | 0.47% | Q4 2018 | Q4 2021 | 11 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 11 | 11 | 0.10% | 0.14% | 0.19% | Q2 2013 | Q4 2015 | 11 |
FOSTER & MOTLEY INC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q4 2019 | 11 |
Jupiter Investment Management Ltd | 6 | 1 | 0.00% | 0.18% | 0.42% | Q4 2013 | Q1 2020 | 11 |
IEQ CAPITAL, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 2 | 0.01% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 11 |
Lombard Odier & Cie (Canada), Limited Partnership | 11 | 11 | 0.14% | 2.70% | 3.81% | Q1 2014 | Q3 2016 | 11 |
Human Investing LLC | 10 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 11 |
GenTrust, LLC | 11 | 11 | 0.10% | 0.18% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.25% | 0.35% | 0.47% | Q1 2021 | Q3 2023 | 11 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 11 | 11 | 0.94% | 1.15% | 1.50% | Q2 2020 | Q4 2022 | 11 |
Highstreet Asset Management Inc. | 6 | 1 | 0.06% | 0.19% | 0.40% | Q4 2013 | Q4 2019 | 11 |
ROPES WEALTH ADVISORS LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2020 | 11 |
Larson Financial Group LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 11 |
Systematic Alpha Investments, LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
MUFG Securities EMEA plc | 9 | 2 | 0.02% | 0.21% | 0.43% | Q2 2018 | Q1 2021 | 11 |
Azora Capital LP | 5 | 1 | 0.82% | 4.12% | 10.10% | Q4 2017 | Q4 2021 | 11 |
Sargent Investment Group, LLC | 11 | 11 | 0.08% | 0.10% | 0.15% | Q1 2021 | Q3 2023 | 11 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 11 | 11 | 0.36% | 0.74% | 0.99% | Q2 2013 | Q4 2015 | 11 |
Allen Investment Management, LLC | 8 | 3 | 0.01% | 0.07% | 0.30% | Q3 2013 | Q3 2023 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Wealthcare Advisory Partners LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2023 | 11 |
Pine River Capital Management L.P. | 10 | 1 | 0.01% | 0.04% | 0.25% | Q4 2013 | Q3 2016 | 11 |
CAMG Solamere Management, LLC | 11 | 11 | 1.11% | 1.62% | 2.07% | Q4 2016 | Q2 2019 | 11 |
Core Alternative Capital | 11 | 11 | 0.01% | 1.28% | 1.80% | Q1 2021 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.08% | 0.12% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Venture Visionary Partners LLC | 11 | 11 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Soros Fund Management | 8 | 1 | 0.07% | 0.18% | 0.58% | Q3 2014 | Q4 2022 | 11 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 11 | 11 | 0.99% | 1.10% | 1.36% | Q2 2020 | Q4 2022 | 11 |
Sigma Planning Corp | 11 | 11 | 0.01% | 0.04% | 0.21% | Q1 2021 | Q3 2023 | 11 |
MENDON CAPITAL ADVISORS CORP | 5 | 1 | 0.25% | 1.14% | 2.02% | Q1 2013 | Q3 2018 | 11 |
SECURITY NATIONAL TRUST CO | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2020 | 11 |
Americana Partners, LLC | 11 | 11 | 0.04% | 0.10% | 0.22% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2020 | 11 |
FARMERS TRUST CO | 11 | 11 | 0.68% | 0.95% | 1.09% | Q2 2016 | Q4 2018 | 11 |
PERSONAL CFO SOLUTIONS, LLC | 11 | 11 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Cypress Capital Group | 11 | 11 | 0.08% | 0.13% | 0.19% | Q2 2017 | Q4 2019 | 11 |
INGALLS & SNYDER LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 5 | 1 | 0.02% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 11 |
HONEYWELL INTERNATIONAL INC | 11 | 11 | 0.76% | 0.83% | 0.96% | Q2 2013 | Q4 2015 | 11 |
BRADLEY FOSTER & SARGENT INC/CT | 11 | 11 | 0.03% | 0.05% | 0.07% | Q3 2013 | Q1 2016 | 11 |
SANDLER CAPITAL MANAGEMENT | 4 | 1 | 0.70% | 2.67% | 6.16% | Q4 2016 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 10 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 11 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 11 | 11 | 0.09% | 0.12% | 0.16% | Q2 2013 | Q4 2015 | 11 |
Cornell Pochily Investment Advisors, Inc. | 9 | 1 | 0.08% | 0.17% | 0.23% | Q4 2017 | Q2 2020 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.06% | 0.10% | 0.24% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Axiom Financial Strategies, LLC | 10 | 10 | 0.12% | 0.16% | 0.23% | Q2 2020 | Q3 2022 | 10 |
BOK Financial Private Wealth, Inc. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 10 |
Cribstone Capital Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
Illinois Municipal Retirement Fund | 10 | 10 | 0.04% | 0.18% | 0.36% | Q2 2021 | Q3 2023 | 10 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 2 | 0.05% | 0.14% | 0.26% | Q2 2013 | Q4 2015 | 10 |
Analyst IMS Investment Management Services Ltd. | 8 | 1 | 0.02% | 0.29% | 0.58% | Q4 2014 | Q3 2018 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
Aris Wealth Services, Inc. | 10 | 10 | 0.02% | 0.59% | 0.73% | Q2 2013 | Q3 2015 | 10 |
ARGENT TRUST COMPANY, N.A. | 10 | 10 | 0.17% | 0.25% | 0.38% | Q2 2013 | Q3 2015 | 10 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.03% | 0.13% | 0.42% | Q3 2013 | Q4 2018 | 10 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q4 2020 | 10 |
Columbia Trust Co 01012016 | 7 | 3 | 0.11% | 0.25% | 0.42% | Q4 2019 | Q2 2022 | 10 |
Timber Hill LLC | 6 | 1 | 0.00% | 0.04% | 0.34% | Q3 2013 | Q4 2017 | 10 |
Archford Capital Strategies, LLC | 6 | 1 | 0.00% | 0.09% | 0.16% | Q3 2016 | Q4 2019 | 10 |
Beach Investment Management, LLC. | 10 | 10 | 0.66% | 1.07% | 1.32% | Q2 2013 | Q3 2015 | 10 |
CHEMUNG CANAL TRUST CO | 8 | 2 | 0.12% | 0.47% | 0.82% | Q4 2017 | Q2 2020 | 10 |
CENTRAL BANK & TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 10 |
United Asset Strategies, Inc. | 5 | 1 | 0.03% | 0.98% | 1.98% | Q4 2014 | Q2 2023 | 10 |
Virtus ETF Advisers LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2020 | 10 |
Arlington Partners LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Russell Clark Investment Management Ltd | 10 | 10 | 6.11% | 9.21% | 14.40% | Q2 2013 | Q3 2015 | 10 |
Avitas Wealth Management LLC | 5 | 2 | 0.05% | 0.49% | 0.91% | Q4 2018 | Q3 2022 | 10 |
SPX Gestao de Recursos Ltda | 10 | 10 | 0.63% | 1.43% | 2.26% | Q1 2013 | Q2 2015 | 10 |
Neuberger Berman Canada ULC | 8 | 1 | 0.11% | 0.29% | 0.42% | Q4 2013 | Q3 2017 | 10 |
Polianta Ltd | 5 | 1 | 0.36% | 0.55% | 0.71% | Q1 2017 | Q4 2022 | 10 |
JUPITER ASSET MANAGEMENT LTD | 5 | 1 | 0.00% | 0.22% | 0.43% | Q2 2014 | Q2 2023 | 10 |
Columbus Hill Capital Management, L.P. | 4 | 1 | 0.03% | 1.49% | 5.65% | Q2 2016 | Q1 2021 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.04% | 0.06% | 0.13% | Q2 2013 | Q3 2015 | 10 |
Origin Asset Management LLP | 7 | 3 | 0.06% | 0.28% | 0.50% | Q4 2014 | Q1 2020 | 10 |
Rock Creek Group, LP | 9 | 1 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q2 2023 | 10 |
TEXAS CAPITAL BANCSHARES INC/TX | 10 | 10 | 0.22% | 0.29% | 0.41% | Q2 2013 | Q3 2015 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.22% | 0.25% | 0.28% | Q2 2013 | Q3 2015 | 10 |
DUALITY ADVISERS, LP | 3 | 1 | 0.03% | 0.32% | 0.59% | Q4 2018 | Q3 2023 | 10 |
BTC Capital Management, Inc. | 10 | 10 | 0.31% | 0.43% | 0.54% | Q4 2014 | Q1 2017 | 10 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 5 | 1 | 0.00% | 0.09% | 0.16% | Q1 2015 | Q3 2018 | 10 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 10 |
Disciplined Investments, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 10 |
Verity Asset Management, Inc. | 10 | 10 | 0.16% | 0.43% | 0.69% | Q3 2017 | Q4 2019 | 10 |
Edgestream Partners, L.P. | 3 | 2 | 0.04% | 0.12% | 0.24% | Q3 2018 | Q4 2022 | 10 |
ETRADE Capital Management LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 10 |
Amundi | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Kovack Advisors, Inc. | 7 | 3 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 10 |
Euclid Advisors LLC | 7 | 1 | 0.01% | 0.14% | 0.26% | Q2 2013 | Q2 2016 | 10 |
AIA Group Ltd | 10 | 10 | 0.01% | 0.10% | 0.25% | Q4 2020 | Q1 2023 | 10 |
SKBA CAPITAL MANAGEMENT LLC | 10 | 10 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2015 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Brookstone Capital Management | 10 | 10 | 0.00% | 0.04% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Holocene Advisors, LP | 6 | 1 | 0.01% | 0.41% | 1.20% | Q1 2019 | Q1 2022 | 10 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 10 | 10 | 0.16% | 0.50% | 0.69% | Q1 2014 | Q2 2016 | 10 |
Cetera Advisors LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 10 |
Arkadios Wealth Advisors | 10 | 10 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q1 2022 | 10 |
TSFG, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MSD Partners, L.P. | 10 | 10 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Amica Retiree Medical Trust | 10 | 10 | 0.22% | 0.25% | 0.28% | Q4 2013 | Q1 2016 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.04% | 0.10% | Q4 2022 | Q3 2023 | 10 |
PT ASSET MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.18% | 0.62% | Q1 2015 | Q4 2015 | 10 |
SII INVESTMENTS INC/WI | 6 | 4 | 0.02% | 0.03% | 0.06% | Q3 2014 | Q4 2017 | 10 |
SkyView Investment Advisors, LLC | 10 | 10 | 0.05% | 0.11% | 0.20% | Q4 2020 | Q1 2023 | 10 |
Blueshift Asset Management, LLC | 4 | 1 | 0.03% | 0.21% | 0.37% | Q1 2019 | Q3 2023 | 10 |
Semper Trust Co. | 9 | 1 | 0.59% | 0.97% | 1.17% | Q2 2013 | Q4 2015 | 10 |
Marshall Wace North America L.P. | 4 | 1 | 0.01% | 0.08% | 0.19% | Q4 2017 | Q3 2021 | 10 |
Altshuler Shaham Ltd | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 10 |
INTEGRAL DERIVATIVES, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q4 2017 | 10 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q2 2023 | 10 |
Freedom Investment Management, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2021 | 10 |
Asio Capital, LLC | 10 | 10 | 0.76% | 1.17% | 1.57% | Q4 2019 | Q1 2022 | 10 |
Carnick & Kubik, LLC | 10 | 10 | 0.31% | 0.74% | 0.90% | Q4 2013 | Q1 2016 | 10 |
1776 Wealth LLC | 6 | 1 | 0.08% | 0.13% | 0.18% | Q4 2019 | Q2 2023 | 10 |
Altavista Wealth Management, Inc. | 10 | 10 | 0.09% | 0.13% | 0.17% | Q3 2019 | Q4 2021 | 10 |
CreativeOne Wealth, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
CLINTON GROUP INC | 4 | 1 | 0.03% | 0.15% | 0.38% | Q4 2013 | Q2 2018 | 10 |
Archer Investment Corp | 8 | 2 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q4 2021 | 10 |
Waverly Advisors, LLC | 7 | 1 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q3 2018 | 10 |
Assured Investment Management LLC | 8 | 1 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q4 2018 | 10 |
JNBA Financial Advisors | 7 | 1 | 0.00% | 0.17% | 1.63% | Q1 2014 | Q3 2020 | 10 |
Front Row Advisors LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 10 |
Carmignac Gestion | 4 | 3 | 0.48% | 2.15% | 3.84% | Q1 2014 | Q3 2023 | 10 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 9 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q1 2022 | 9 |
TruWealth Advisors, LLC | 5 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2023 | 9 |
PointState Capital LP | 5 | 2 | 0.01% | 0.86% | 3.12% | Q1 2019 | Q2 2021 | 9 |
Arbiter Partners Capital Management LLC | 5 | 5 | 0.10% | 0.88% | 1.56% | Q2 2013 | Q2 2014 | 9 |
WHALEROCK POINT PARTNERS, LLC | 9 | 9 | 0.12% | 0.15% | 0.17% | Q4 2013 | Q4 2015 | 9 |
Strong Tower Advisory Services | 9 | 9 | 1.45% | 1.73% | 2.82% | Q3 2021 | Q3 2023 | 9 |
Airain ltd | 6 | 1 | 0.06% | 0.33% | 0.65% | Q4 2014 | Q2 2017 | 9 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Schooner Investment Group, LLC. | 9 | 9 | 0.21% | 0.42% | 0.76% | Q3 2014 | Q3 2016 | 9 |
Personal Capital Advisors Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
YorkBridge Wealth Partners, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2018 | 9 |
TIEDEMANN ADVISORS, LLC | 4 | 1 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 9 |
Quantinno Capital Management LP | 6 | 1 | 0.03% | 0.14% | 0.48% | Q4 2018 | Q3 2023 | 9 |
JTC Employer Solutions Trustee Ltd | 9 | 9 | 0.28% | 0.47% | 0.76% | Q3 2021 | Q3 2023 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
FSI GROUP, LLC | 6 | 1 | 0.33% | 2.69% | 7.90% | Q2 2013 | Q1 2020 | 9 |
AGF INVESTMENTS INC. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2021 | 9 |
Pearl River Capital, LLC | 4 | 1 | 0.06% | 0.33% | 0.66% | Q2 2019 | Q3 2023 | 9 |
CSS LLC/IL | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 9 |
Weather Gauge Advisory, LLC | 5 | 4 | 0.23% | 0.29% | 0.41% | Q4 2018 | Q3 2021 | 9 |
Palouse Capital Management, Inc. | 9 | 9 | 2.15% | 2.40% | 2.55% | Q2 2013 | Q2 2015 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 9 |
Mount Yale Investment Advisors, LLC | 6 | 3 | 0.01% | 0.04% | 0.05% | Q1 2018 | Q2 2022 | 9 |
Avalon Global Asset Management LLC | 8 | 1 | 1.52% | 2.19% | 3.39% | Q4 2013 | Q1 2017 | 9 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 9 | 9 | 0.84% | 1.24% | 1.72% | Q3 2013 | Q3 2015 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Maven Securities LTD | 4 | 1 | 0.01% | 0.12% | 0.42% | Q2 2019 | Q1 2022 | 9 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 9 |
EULAV Asset Management | 9 | 9 | 0.10% | 0.19% | 0.27% | Q2 2013 | Q2 2015 | 9 |
AHL Partners LLP | 5 | 4 | 0.01% | 0.13% | 0.28% | Q3 2014 | Q4 2017 | 9 |
Guinness Atkinson Asset Management Inc | 9 | 9 | 1.38% | 2.27% | 3.50% | Q2 2013 | Q2 2015 | 9 |
Holloway Wealth Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
Brinker Capital Investments, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Bryn Mawr Capital Management, LLC | 3 | 2 | 0.02% | 0.14% | 0.26% | Q4 2016 | Q3 2023 | 9 |
VIKING GLOBAL INVESTORS LP | 9 | 9 | 0.39% | 2.75% | 5.95% | Q2 2013 | Q2 2015 | 9 |
McClarren Financial Advisors, Inc. | 5 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 1 | 0.06% | 0.18% | 0.48% | Q2 2015 | Q4 2018 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.10% | 0.32% | Q1 2019 | Q3 2023 | 9 |
EASTERN BANK | 9 | 9 | 0.01% | 0.49% | 0.75% | Q1 2021 | Q1 2023 | 9 |
KB FINANCIAL PARTNERS, LLC | 9 | 9 | 0.06% | 0.09% | 0.15% | Q1 2021 | Q1 2023 | 9 |
COMPTON CAPITAL MANAGEMENT INC /RI | 9 | 9 | 0.24% | 0.30% | 0.40% | Q4 2020 | Q4 2022 | 9 |
ANALYTIC INVESTORS, LLC | 5 | 4 | 0.02% | 0.20% | 0.47% | Q1 2014 | Q3 2016 | 9 |
Accel Wealth Management | 9 | 9 | 0.01% | 0.05% | 0.11% | Q1 2021 | Q1 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2021 | 9 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 9 | 9 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q4 2015 | 9 |
Aureus Asset Management, LLC | 9 | 9 | 2.10% | 2.35% | 2.52% | Q2 2013 | Q2 2015 | 9 |
Seawolf Capital, LLC | 6 | 1 | 1.51% | 2.42% | 4.94% | Q4 2013 | Q1 2017 | 9 |
NAPLES GLOBAL ADVISORS, LLC | 7 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 9 |
SteelPeak Wealth, LLC | 8 | 1 | 0.03% | 0.12% | 0.20% | Q2 2021 | Q3 2023 | 9 |
WAFRA INC. | 9 | 9 | 1.38% | 1.81% | 2.26% | Q2 2013 | Q2 2015 | 9 |
WealthTrust Fairport, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2019 | 9 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 9 | 9 | 0.42% | 0.72% | 0.92% | Q4 2013 | Q4 2015 | 9 |
Bredin Investment LLC | 9 | 9 | 1.51% | 1.65% | 1.80% | Q4 2017 | Q4 2019 | 9 |
MIRABELLA FINANCIAL SERVICES LLP | 7 | 2 | 0.02% | 0.46% | 1.40% | Q3 2020 | Q4 2022 | 9 |
Stieven Capital Advisors, L.P. | 7 | 2 | 0.99% | 2.38% | 3.39% | Q2 2013 | Q3 2021 | 9 |
Echo Street Capital Management LLC | 6 | 1 | 0.00% | 0.13% | 1.13% | Q2 2013 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.05% | 0.09% | 0.11% | Q2 2013 | Q2 2015 | 9 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.01% | 0.15% | 1.07% | Q2 2014 | Q4 2019 | 9 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.42% | 0.48% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Prime Capital Investment Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 8 |
Steigerwald, Gordon & Koch Inc. | 7 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 8 |
Selective Wealth Management, Inc. | 7 | 1 | 0.01% | 0.04% | 0.23% | Q3 2018 | Q1 2021 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Advanced Asset Management Advisors Inc | 8 | 8 | 0.63% | 0.83% | 1.15% | Q4 2017 | Q3 2019 | 8 |
Brookfield Asset Management | 6 | 2 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 8 |
GAMBLE JONES INVESTMENT COUNSEL | 7 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
ADELL HARRIMAN & CARPENTER INC | 4 | 2 | 0.03% | 0.06% | 0.14% | Q1 2021 | Q2 2023 | 8 |
TBP ADVISORS LTD | 8 | 8 | 0.16% | 0.18% | 0.19% | Q2 2013 | Q1 2015 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.40% | 0.43% | 0.47% | Q2 2013 | Q1 2015 | 8 |
BANK HAPOALIM BM | 8 | 8 | 0.06% | 0.07% | 0.09% | Q1 2014 | Q4 2015 | 8 |
FMA ADVISORY INC | 7 | 1 | 0.28% | 0.41% | 1.14% | Q2 2013 | Q2 2015 | 8 |
Bowling Portfolio Management LLC | 4 | 4 | 0.23% | 0.40% | 0.53% | Q2 2018 | Q1 2022 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.12% | 0.17% | 0.20% | Q2 2013 | Q1 2015 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 8 |
HBK Sorce Advisory LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2019 | 8 |
BRYN MAWR CAPITAL MANAGEMENT INC | 7 | 1 | 0.25% | 0.46% | 0.68% | Q2 2013 | Q2 2015 | 8 |
AMG National Trust Bank | 5 | 3 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 8 |
Manifold Partners, LLC | 6 | 2 | 0.06% | 1.34% | 2.73% | Q2 2013 | Q4 2015 | 8 |
MEITAV INVESTMENT HOUSE LTD | 8 | 8 | 0.17% | 0.36% | 0.55% | Q1 2021 | Q4 2022 | 8 |
Leucadia National | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 8 |
Legacy Capital Partners, Inc. | 8 | 8 | 0.11% | 0.15% | 0.20% | Q1 2018 | Q4 2019 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2015 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.13% | 0.18% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.19% | 0.22% | 0.25% | Q4 2014 | Q3 2016 | 8 |
EMERALD ADVISERS, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.24% | 0.26% | 0.27% | Q2 2013 | Q1 2015 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.03% | 1.95% | 2.75% | Q4 2014 | Q3 2016 | 8 |
Crestline Management, LP | 3 | 1 | 0.11% | 0.28% | 0.45% | Q1 2018 | Q3 2023 | 8 |
Pinkerton Retirement Specialists, LLC | 7 | 1 | 0.00% | 0.16% | 1.24% | Q2 2015 | Q2 2021 | 8 |
Hudock, Inc. | 5 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 8 |
Capula Management Ltd | 4 | 4 | 0.01% | 0.04% | 0.11% | Q1 2021 | Q4 2021 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
FIRST AMERICAN TRUST, FSB | 8 | 8 | 0.03% | 0.77% | 1.29% | Q2 2020 | Q1 2022 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.01% | 0.06% | 0.12% | Q4 2017 | Q3 2019 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Janney Capital Management LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2015 | 8 |
Cerebellum GP, LLC | 5 | 1 | 0.09% | 0.21% | 0.30% | Q4 2017 | Q2 2020 | 8 |
Strategic Global Advisors, LLC | 8 | 8 | 0.14% | 0.22% | 0.37% | Q4 2014 | Q3 2016 | 8 |
Polaris Wealth Advisory Group, LLC | 4 | 1 | 0.00% | 1.79% | 2.67% | Q4 2013 | Q1 2022 | 8 |
ROTHSCHILD INVESTMENT LLC /IL | 8 | 8 | 0.04% | 0.13% | 0.20% | Q1 2016 | Q4 2017 | 8 |
Crosspoint Capital Strategies, LLC | 7 | 1 | 0.00% | 0.30% | 0.48% | Q4 2013 | Q4 2015 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.08% | 0.12% | 0.19% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 0.11% | 0.33% | 1.47% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2016 | 8 |
B. Riley Wealth Management, Inc. | 6 | 2 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q2 2022 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.34% | 0.40% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.22% | 0.29% | 0.38% | Q4 2021 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.57% | 0.93% | 1.40% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.08% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.01% | 0.11% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.07% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 0.75% | 1.35% | 1.63% | Q4 2021 | Q3 2023 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.19% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.28% | 0.32% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.34% | 0.45% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Intersect Capital LLC | 6 | 2 | 0.03% | 0.06% | 0.10% | Q4 2014 | Q2 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Khrom Capital Management LLC | 8 | 8 | 3.08% | 9.62% | 17.89% | Q2 2021 | Q1 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 8 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.01% | 0.07% | 0.20% | Q4 2017 | Q1 2020 | 8 |
Capitolis Advisors LLC | 8 | 8 | 0.01% | 0.32% | 0.82% | Q4 2020 | Q3 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q2 2019 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.25% | 0.27% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Patient Capital Management, LLC | 8 | 8 | 1.26% | 1.63% | 2.55% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.10% | 0.24% | 0.45% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Aptus Capital Advisors, LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Jump Financial, LLC | 4 | 1 | 0.03% | 0.14% | 0.40% | Q3 2020 | Q3 2023 | 8 |
44 WEALTH MANAGEMENT LLC | 8 | 8 | 0.10% | 0.17% | 0.27% | Q1 2021 | Q4 2022 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
SIMON QUICK ADVISORS, LLC | 5 | 3 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q1 2022 | 8 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 8 | 8 | 0.18% | 0.21% | 0.28% | Q3 2021 | Q2 2023 | 8 |
Blueport Capital, L.P. | 5 | 3 | 1.41% | 4.48% | 7.98% | Q4 2016 | Q4 2018 | 8 |
Firestone Capital Management | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q3 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Prana Capital Management, LP | 6 | 1 | 0.19% | 1.77% | 3.06% | Q1 2019 | Q4 2022 | 8 |
Belpointe Asset Management LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q1 2023 | 8 |
Crewe Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 8 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.08% | 0.23% | 0.49% | Q2 2021 | Q3 2023 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
TLP GROUP LLC | 3 | 1 | 0.06% | 0.18% | 0.38% | Q4 2015 | Q3 2018 | 7 |
DIFESA CAPITAL MANAGEMENT, LP | 7 | 7 | 0.21% | 0.45% | 1.29% | Q4 2021 | Q2 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
LVW Advisors, LLC | 6 | 1 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q1 2022 | 7 |
Avenir Corp | 7 | 7 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Price Wealth, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 7 |
Herring Creek Capital Management, LLC | 7 | 7 | 3.05% | 5.79% | 8.25% | Q4 2013 | Q2 2015 | 7 |
Consolidated Investment Group LLC | 7 | 7 | 0.67% | 0.81% | 0.98% | Q4 2020 | Q2 2022 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Cornerstone Wealth Management, LLC | 3 | 2 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 7 |
Tacita Capital Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Clearstead Trust, LLC | 3 | 1 | 0.02% | 0.08% | 0.22% | Q2 2017 | Q4 2022 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
UBS OCONNOR LLC | 2 | 1 | 0.01% | 0.17% | 0.47% | Q2 2013 | Q2 2018 | 7 |
Empyrean Capital Partners, LP | 7 | 7 | 0.42% | 0.76% | 1.21% | Q2 2021 | Q4 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q4 2014 | 7 |
Graham Capital Management, L.P. | 4 | 1 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q2 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 7 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 7 | 7 | 0.01% | 0.58% | 0.75% | Q2 2013 | Q4 2014 | 7 |
Tetrem Capital Management Ltd. | 5 | 2 | 0.60% | 1.21% | 1.79% | Q3 2013 | Q1 2016 | 7 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2021 | 7 |
Invictus RG Pte. Ltd. | 5 | 2 | 0.01% | 0.10% | 0.35% | Q2 2013 | Q3 2015 | 7 |
Seaport Global Advisors, LLC | 7 | 7 | 0.38% | 0.69% | 1.35% | Q4 2021 | Q2 2023 | 7 |
NewSquare Capital LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 7 |
Nuveen Fund Advisors, LLC | 7 | 7 | 0.03% | 0.15% | 0.46% | Q1 2017 | Q3 2018 | 7 |
Quantamental Technologies LLC | 4 | 1 | 0.00% | 0.25% | 0.51% | Q4 2018 | Q3 2022 | 7 |
Elk River Wealth Management, LLC | 6 | 1 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q2 2023 | 7 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 7 | 7 | 1.29% | 1.44% | 1.51% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.04% | 0.11% | 0.19% | Q2 2018 | Q1 2020 | 7 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2017 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.02% | 0.02% | 0.04% | Q3 2017 | Q1 2019 | 7 |
Investors Research Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Autonomy Capital (Jersey) L.P. | 7 | 7 | 0.10% | 0.29% | 0.45% | Q2 2013 | Q4 2014 | 7 |
TCTC Holdings, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
SCHULHOFF & CO INC | 7 | 7 | 0.22% | 0.23% | 0.24% | Q2 2013 | Q4 2014 | 7 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 7 |
FIRSTMERIT BANK N A TRUSTEE | 7 | 7 | 0.13% | 0.18% | 0.22% | Q4 2014 | Q2 2016 | 7 |
Greenspring Advisors, LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q2 2023 | 7 |
AGF Investments LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 7 |
HOWARD HUGHES MEDICAL INSTITUTE | 6 | 1 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2015 | 7 |
Visium Asset Management, LP | 5 | 1 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q2 2015 | 7 |
Total Clarity Wealth Management, Inc. | 6 | 1 | 0.10% | 0.14% | 0.25% | Q4 2019 | Q2 2022 | 7 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2020 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Dynamic Capital Management Ltd | 2 | 1 | 0.10% | 0.19% | 0.49% | Q3 2013 | Q4 2017 | 7 |
Stanley-Laman Group, Ltd. | 7 | 7 | 0.20% | 0.33% | 0.44% | Q1 2021 | Q3 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Coronation Fund Managers Ltd. | 6 | 1 | 0.15% | 0.22% | 0.28% | Q2 2016 | Q4 2020 | 7 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.44% | 0.66% | 0.99% | Q1 2014 | Q3 2019 | 7 |
Wealth Advisors of Tampa Bay, LLC | 7 | 7 | 0.34% | 0.70% | 0.84% | Q1 2022 | Q3 2023 | 7 |
JOHNSON INVESTMENT COUNSEL INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Independence Bank of Kentucky | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 3 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 7 |
Avalon Investment & Advisory | 7 | 7 | 0.46% | 0.48% | 0.50% | Q2 2013 | Q4 2014 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
SEGALL BRYANT & HAMILL, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2018 | 7 |
Perennial Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2018 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
TECTONIC ADVISORS LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q1 2023 | 7 |
IHT Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.08% | Q4 2016 | Q2 2021 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.13% | 0.41% | 0.60% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
ARGENTIERE CAPITAL AG | 3 | 3 | 0.29% | 0.89% | 1.78% | Q3 2018 | Q1 2019 | 7 |
Meridian Financial Partners LLC | 7 | 7 | 0.22% | 0.42% | 0.53% | Q1 2022 | Q3 2023 | 7 |
Capital International Investors | 7 | 7 | 0.00% | 0.04% | 0.12% | Q3 2018 | Q1 2020 | 7 |
CIDEL ASSET MANAGEMENT INC | 7 | 7 | 0.01% | 0.55% | 0.85% | Q2 2015 | Q4 2016 | 7 |
PFG Private Wealth Management, LLC | 7 | 7 | 0.02% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
GoalVest Advisory LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Blackhawk Capital Partners LLC. | 7 | 7 | 1.42% | 1.93% | 2.12% | Q1 2019 | Q3 2020 | 7 |
Advisory Resource Group | 7 | 7 | 0.50% | 0.66% | 0.77% | Q4 2018 | Q2 2020 | 7 |
Evolution Advisers, Inc. | 7 | 7 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
State of Wyoming | 7 | 7 | 0.04% | 0.11% | 0.18% | Q1 2021 | Q3 2022 | 7 |
Onex Canada Asset Management Inc. | 4 | 1 | 0.28% | 0.35% | 0.54% | Q3 2013 | Q4 2021 | 7 |
ABNER HERRMAN & BROCK LLC | 4 | 1 | 0.03% | 0.05% | 0.08% | Q1 2017 | Q4 2019 | 7 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 7 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2023 | 7 |
Eudaimonia Partners, LLC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q1 2021 | 6 |
Jacobus Wealth Management, Inc. | 3 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q1 2017 | 6 |
RIVER GLOBAL INVESTORS LLP | 6 | 6 | 0.42% | 1.38% | 5.32% | Q3 2013 | Q4 2014 | 6 |
FORA Capital, LLC | 3 | 1 | 0.02% | 0.19% | 0.31% | Q4 2019 | Q3 2023 | 6 |
Connectus Wealth, LLC | 3 | 3 | 0.01% | 0.06% | 0.15% | Q4 2021 | Q3 2023 | 6 |
Thornmark Asset Management Inc. | 6 | 6 | 1.76% | 3.19% | 4.29% | Q3 2013 | Q4 2014 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Czech National Bank | 6 | 6 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q4 2023 | 6 |
Concert Wealth Management Inc. | 5 | 5 | 0.00% | 0.05% | 0.06% | Q3 2015 | Q3 2016 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CLEARBRIDGE, LLC | 6 | 6 | 1.71% | 1.78% | 1.88% | Q2 2013 | Q3 2014 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 6 |
Toscafund Asset Management LLP | 6 | 6 | 2.05% | 7.81% | 10.56% | Q2 2013 | Q3 2014 | 6 |
Meridian Wealth Management, LLC | 5 | 1 | 0.06% | 0.08% | 0.14% | Q2 2019 | Q2 2022 | 6 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.02% | 0.10% | 0.23% | Q1 2017 | Q2 2019 | 6 |
Princeton Alpha Management LP | 2 | 1 | 0.16% | 0.27% | 0.57% | Q2 2014 | Q1 2017 | 6 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.01% | 0.12% | 0.29% | Q4 2019 | Q3 2021 | 6 |
Apriem Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 6 |
Three Corner Global Investors LP | 6 | 6 | 4.90% | 7.80% | 9.75% | Q4 2013 | Q1 2015 | 6 |
BlueMar Capital Management, LLC | 2 | 1 | 1.53% | 2.09% | 3.50% | Q1 2014 | Q3 2016 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 6 |
Alpine Global Management, LLC | 3 | 1 | 0.04% | 0.13% | 0.19% | Q4 2014 | Q4 2021 | 6 |
Stokes Family Office, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Railway Pension Investments Ltd | 6 | 6 | 0.11% | 0.30% | 0.54% | Q4 2018 | Q1 2020 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q1 2023 | 6 |
Perennial Investment Partners LTD | 6 | 6 | 1.08% | 1.50% | 2.24% | Q2 2013 | Q3 2014 | 6 |
Bach Option Ltd | 2 | 1 | 0.06% | 0.39% | 0.71% | Q3 2016 | Q4 2018 | 6 |
Mathes Company, Inc. | 5 | 1 | 0.09% | 0.10% | 0.11% | Q4 2019 | Q1 2022 | 6 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 5 | 1 | 0.27% | 1.18% | 1.58% | Q2 2013 | Q4 2019 | 6 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 1 | 0.00% | 0.07% | 0.26% | Q3 2018 | Q3 2023 | 6 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 3 | 3 | 1.32% | 2.22% | 4.33% | Q3 2020 | Q2 2023 | 6 |
Stanford Investment Group, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 6 |
Founders Financial Alliance, LLC | 5 | 1 | 0.04% | 0.10% | 0.14% | Q3 2020 | Q1 2022 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 0.12% | 0.16% | 0.20% | Q4 2019 | Q3 2023 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q2 2017 | 6 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.05% | 0.18% | 0.35% | Q4 2017 | Q3 2022 | 6 |
Sterling Investment Advisors, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Clark Capital Management Group, Inc. | 4 | 2 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q4 2014 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.02% | 0.26% | 0.82% | Q1 2020 | Q1 2023 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 1 | 0.04% | 0.13% | 0.31% | Q2 2017 | Q3 2023 | 6 |
Brick & Kyle, Associates | 6 | 6 | 0.27% | 0.30% | 0.33% | Q1 2017 | Q2 2018 | 6 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.00% | 0.08% | 0.17% | Q2 2013 | Q3 2014 | 6 |
BFSG, LLC | 4 | 1 | 0.11% | 0.14% | 0.18% | Q4 2019 | Q3 2021 | 6 |
BRC Investment Management LLC | 3 | 1 | 0.71% | 1.79% | 2.67% | Q3 2013 | Q2 2016 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
OARSMAN CAPITAL, INC. | 6 | 6 | 0.16% | 0.64% | 1.02% | Q1 2021 | Q2 2022 | 6 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.28% | 1.02% | Q4 2020 | Q2 2023 | 6 |
Spectrum Financial Alliance Ltd LLC | 4 | 1 | 0.00% | 1.23% | 1.81% | Q1 2018 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
BANCED CORP | 4 | 1 | 0.35% | 0.44% | 0.53% | Q1 2014 | Q2 2016 | 6 |
GUARDIAN CAPITAL LP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2018 | 6 |
PDT Partners, LLC | 2 | 1 | 0.05% | 0.30% | 0.65% | Q2 2013 | Q2 2021 | 6 |
SEI TRUST CO | 6 | 6 | 0.08% | 0.13% | 0.21% | Q2 2013 | Q3 2014 | 6 |
JACKSON PARK CAPITAL, LLC | 6 | 6 | 3.17% | 6.00% | 8.05% | Q3 2015 | Q4 2016 | 6 |
Ruane, Cunniff & Goldfarb L.P. | 5 | 1 | 1.38% | 4.11% | 5.87% | Q1 2018 | Q3 2023 | 6 |
ASCEND CAPITAL, LLC | 3 | 1 | 0.23% | 0.48% | 1.42% | Q1 2014 | Q1 2018 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.11% | 0.22% | 0.40% | Q2 2013 | Q3 2014 | 6 |
StoneX Group Inc. | 4 | 2 | 0.04% | 0.07% | 0.13% | Q1 2021 | Q3 2022 | 6 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
NORTHPOINTE CAPITAL LLC | 3 | 3 | 0.19% | 0.39% | 0.61% | Q4 2014 | Q4 2018 | 6 |
TRILOGY GLOBAL ADVISORS LP | 6 | 6 | 0.60% | 1.00% | 1.40% | Q1 2015 | Q2 2016 | 6 |
AMF Tjanstepension AB | 4 | 2 | 0.08% | 0.17% | 0.36% | Q4 2014 | Q1 2019 | 6 |
INSTITUTIONAL CAPITAL LLC | 6 | 6 | 1.03% | 2.97% | 3.62% | Q2 2013 | Q3 2014 | 6 |
PROFFITT & GOODSON INC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q3 2022 | 6 |
Pinnacle Wealth Planning Services, Inc. | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 6 |
Cinctive Capital Management LP | 2 | 1 | 0.16% | 0.47% | 1.23% | Q2 2021 | Q3 2023 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 1.50% | 1.63% | 1.89% | Q2 2021 | Q3 2022 | 6 |
Modera Wealth Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Itau USA Asset Management Inc. | 6 | 6 | 0.16% | 0.22% | 0.26% | Q2 2013 | Q3 2014 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.12% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Carolina Wealth Advisors, LLC | 6 | 6 | 0.08% | 0.12% | 0.15% | Q1 2021 | Q2 2022 | 6 |
SYCOMORE ASSET MANAGEMENT | 6 | 6 | 0.61% | 1.24% | 1.66% | Q4 2020 | Q1 2022 | 6 |
ICON ADVISERS INC/CO | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q4 2019 | 6 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 6 | 0.03% | 0.08% | 0.12% | Q3 2014 | Q4 2015 | 6 |
Chesapeake Wealth Management | 3 | 1 | 0.06% | 0.10% | 0.13% | Q1 2018 | Q3 2021 | 6 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2022 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Orbis Allan Gray Ltd | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 6 |
MBM Wealth Consultants, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Apollon Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.04% | 0.09% | 0.33% | Q2 2022 | Q3 2023 | 6 |
Kozak & Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 6 | 6 | 0.04% | 0.12% | 0.26% | Q2 2021 | Q3 2022 | 6 |
Sendero Wealth Management, LLC | 6 | 6 | 0.24% | 0.83% | 1.21% | Q2 2022 | Q3 2023 | 6 |
TUCKER ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.02% | 0.06% | 0.08% | Q3 2016 | Q4 2017 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Quinn Opportunity Partners LLC | 6 | 6 | 0.04% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Patten Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2018 | 6 |
Bridgewater Advisors Inc. | 5 | 1 | 0.05% | 0.10% | 0.17% | Q2 2014 | Q1 2022 | 6 |
Schneider Downs Wealth Management Advisors, LP | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q3 2022 | 6 |
CapWealth Advisors, LLC | 5 | 1 | 0.00% | 0.89% | 1.22% | Q3 2014 | Q1 2022 | 6 |
OPSEU Pension Plan Trust Fund | 6 | 6 | 0.22% | 0.39% | 0.51% | Q2 2021 | Q3 2022 | 6 |
Palo Capital, Inc. | 6 | 6 | 0.46% | 0.89% | 1.16% | Q4 2014 | Q1 2016 | 6 |
FDO Partners, LLC | 5 | 1 | 0.15% | 0.34% | 0.53% | Q2 2016 | Q4 2017 | 6 |
GIRARD PARTNERS LTD. | 5 | 1 | 0.01% | 0.20% | 0.31% | Q4 2013 | Q3 2018 | 6 |
Vise Technologies, Inc. | 4 | 2 | 0.06% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 6 |
Stelac Advisory Services LLC | 6 | 6 | 0.16% | 1.28% | 2.89% | Q3 2020 | Q4 2021 | 6 |
ARGI Investment Services, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q4 2022 | 6 |
Moisand Fitzgerald Tamayo, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Reliant Investment Management, LLC | 6 | 6 | 0.91% | 1.89% | 2.26% | Q2 2015 | Q3 2016 | 6 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2021 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
OneAscent Wealth Management LLC | 4 | 2 | 0.12% | 0.49% | 1.06% | Q4 2020 | Q2 2022 | 6 |
abrdn Investment Management Ltd | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Archon Partners LLC | 5 | 5 | 1.08% | 1.18% | 1.29% | Q1 2021 | Q1 2022 | 5 |
NFJ INVESTMENT GROUP, LLC | 5 | 5 | 0.23% | 0.63% | 1.21% | Q3 2022 | Q3 2023 | 5 |
Steward Financial Group LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Western Pacific Wealth Management, LP | 5 | 5 | 0.03% | 0.11% | 0.17% | Q3 2022 | Q3 2023 | 5 |
No Street GP LP | 5 | 5 | 1.72% | 3.08% | 4.25% | Q4 2020 | Q4 2021 | 5 |
NorthRock Partners, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
Versor Investments LP | 3 | 1 | 0.01% | 0.07% | 0.14% | Q1 2022 | Q3 2023 | 5 |
Sepio Capital, LP | 3 | 2 | 0.12% | 0.28% | 0.38% | Q4 2020 | Q2 2022 | 5 |
Karp Capital Management Corp | 3 | 1 | 0.00% | 0.20% | 0.32% | Q4 2014 | Q4 2018 | 5 |
PB INVESTMENT PARTNERS, L.P. | 5 | 5 | 3.92% | 9.57% | 14.33% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
FFT WEALTH MANAGEMENT LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SBK Financial, Inc. | 5 | 5 | 0.62% | 0.68% | 0.72% | Q4 2021 | Q4 2022 | 5 |
Psagot Value Holdings Ltd. / (Israel) | 5 | 5 | 0.04% | 0.09% | 0.30% | Q3 2021 | Q3 2022 | 5 |
Krilogy Financial LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q1 2023 | 5 |
Ascent Group, LLC | 4 | 1 | 0.04% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 5 |
Curi Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2022 | 5 |
Malaga Cove Capital, LLC | 5 | 5 | 0.11% | 0.19% | 0.29% | Q3 2022 | Q3 2023 | 5 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 1 | 0.06% | 0.29% | 0.44% | Q3 2013 | Q4 2014 | 5 |
Eisler Capital (US) LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 5 |
ASB Consultores, LLC | 5 | 5 | 0.14% | 0.18% | 0.25% | Q4 2021 | Q4 2022 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 5 |
Covenant Multifamily Offices, LLC | 5 | 5 | 0.22% | 0.27% | 0.34% | Q4 2018 | Q4 2019 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Advisors Preferred, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Waldron Private Wealth LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Paradigm Financial Advisors, LLC | 5 | 5 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q4 2021 | 5 |
Junto Capital Management LP | 2 | 1 | 1.32% | 1.76% | 2.27% | Q3 2019 | Q3 2023 | 5 |
Concourse Capital Management, LLC | 5 | 5 | 0.90% | 1.01% | 1.08% | Q4 2013 | Q4 2014 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Florence Capital Advisors, LLC | 5 | 5 | 0.09% | 0.17% | 0.29% | Q4 2016 | Q4 2017 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 5 |
Aveo Capital Partners, LLC | 4 | 1 | 0.06% | 0.12% | 0.29% | Q2 2022 | Q3 2023 | 5 |
BANK OF HAWAII | 3 | 2 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q2 2019 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q4 2018 | 5 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 5 | 5 | 0.08% | 0.12% | 0.20% | Q2 2013 | Q2 2014 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.11% | 0.54% | Q2 2013 | Q2 2021 | 5 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q2 2022 | 5 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2023 | 5 |
Integrated Wealth Concepts LLC | 3 | 1 | 0.01% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 5 |
Sonen Capital LLC | 5 | 5 | 0.67% | 0.72% | 0.76% | Q4 2021 | Q4 2022 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2016 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.05% | 0.13% | 0.22% | Q3 2017 | Q3 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
FARR MILLER & WASHINGTON LLC/DC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
LYELL WEALTH MANAGEMENT, LP | 5 | 5 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q1 2023 | 5 |
L2 Asset Management, LLC | 4 | 1 | 0.11% | 0.41% | 0.86% | Q1 2022 | Q2 2023 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Parametrica Management Ltd | 1 | 1 | 0.32% | 1.24% | 2.87% | Q3 2013 | Q3 2022 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Ruane, Cunniff & Goldfarb | 5 | 5 | 0.98% | 1.20% | 1.32% | Q4 2016 | Q4 2017 | 5 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q4 2019 | 5 |
RESTON WEALTH MANAGEMENT LLC | 5 | 5 | 0.12% | 0.13% | 0.16% | Q1 2021 | Q1 2022 | 5 |
Absolute Return Capital, LLC | 4 | 1 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q1 2015 | 5 |
MARSHALL WACE ASIA Ltd | 4 | 1 | 0.06% | 2.39% | 4.89% | Q1 2020 | Q3 2021 | 5 |
Cornerstone Wealth Group, LLC | 5 | 5 | 0.38% | 0.55% | 0.72% | Q1 2021 | Q1 2022 | 5 |
Veracity Capital LLC | 5 | 5 | 0.02% | 0.10% | 0.41% | Q2 2020 | Q2 2021 | 5 |
CORTLAND ASSOCIATES INC/MO | 5 | 5 | 4.65% | 5.15% | 6.59% | Q2 2013 | Q2 2014 | 5 |
Westover Capital Advisors, LLC | 4 | 1 | 0.44% | 0.56% | 0.67% | Q2 2015 | Q3 2018 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Hutchin Hill Capital, LP | 2 | 1 | 0.21% | 0.90% | 2.42% | Q3 2014 | Q3 2017 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2020 | 5 |
Procyon Advisors, LLC | 3 | 2 | 0.00% | 0.05% | 0.14% | Q4 2019 | Q3 2023 | 5 |
Perpetual Ltd | 3 | 1 | 0.00% | 0.09% | 0.21% | Q4 2013 | Q3 2023 | 5 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 5 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Worth Venture Partners, LLC | 5 | 5 | 0.38% | 0.78% | 1.05% | Q3 2022 | Q3 2023 | 5 |
Legato Capital Management LLC | 4 | 1 | 0.24% | 0.30% | 0.40% | Q2 2021 | Q3 2023 | 5 |
WNY Asset Management, LLC | 3 | 2 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.01% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 5 |
Horizon Investment Services, LLC | 5 | 5 | 0.64% | 1.16% | 2.08% | Q3 2013 | Q3 2014 | 5 |
DECADE CAPITAL MANAGEMENT LLC | 3 | 2 | 0.04% | 0.24% | 0.66% | Q3 2013 | Q4 2014 | 5 |
ROCKLAND TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.08% | 0.12% | 0.15% | Q2 2013 | Q2 2014 | 5 |
Boston Common Asset Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2019 | 5 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 1 | 0.04% | 0.20% | 0.29% | Q4 2018 | Q1 2022 | 5 |
COMERICA SECURITIES INC | 5 | 5 | 0.36% | 0.48% | 0.70% | Q2 2016 | Q2 2017 | 5 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.12% | 0.41% | 1.03% | Q4 2014 | Q3 2021 | 5 |
Marquette Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 5 |
Man Investments Ltd | 5 | 5 | 0.03% | 0.15% | 0.30% | Q2 2013 | Q2 2014 | 5 |
Summit Trail Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 5 |
Fulcrum Asset Management LLP | 5 | 5 | 0.06% | 0.19% | 0.30% | Q1 2021 | Q1 2022 | 5 |
CFM WEALTH PARTNERS LLC | 3 | 2 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q2 2022 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Santa Fe Partners LLC | 2 | 1 | 0.18% | 0.31% | 0.50% | Q4 2013 | Q4 2015 | 5 |
Equitable Holdings, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CHILTON INVESTMENT CO INC. | 5 | 5 | 0.04% | 0.14% | 0.54% | Q4 2020 | Q4 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Solstein Capital, LLC | 5 | 5 | 0.02% | 0.20% | 0.64% | Q1 2021 | Q1 2022 | 5 |
Scott & Selber, Inc. | 5 | 5 | 0.98% | 1.10% | 1.19% | Q4 2018 | Q4 2019 | 5 |
COOPERMAN LEON G | 5 | 5 | 0.54% | 1.48% | 1.78% | Q2 2013 | Q2 2014 | 5 |
LETKO, BROSSEAU & ASSOCIATES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
CIBC BANK USA | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q2 2019 | 5 |
CARILLON TOWER ADVISERS, INC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
ADVISORY RESEARCH INC | 4 | 1 | 0.00% | 0.13% | 0.20% | Q1 2014 | Q3 2015 | 5 |
Redwood Investment Management, LLC | 4 | 1 | 0.18% | 0.20% | 0.21% | Q2 2020 | Q2 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q2 2014 | 5 |
Diametric Capital, LP | 4 | 1 | 0.62% | 0.74% | 0.81% | Q1 2019 | Q1 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q4 2017 | 5 |
Atwater Malick LLC | 5 | 5 | 3.19% | 3.37% | 3.68% | Q4 2018 | Q4 2019 | 5 |
OAK HILL ADVISORS LP | 5 | 5 | 0.92% | 1.37% | 1.72% | Q1 2014 | Q1 2015 | 5 |
Fulcrum Capital LLC | 3 | 2 | 0.08% | 0.12% | 0.15% | Q4 2017 | Q1 2020 | 5 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 1 | 0.04% | 0.07% | 0.14% | Q4 2017 | Q3 2021 | 5 |
M&G INVESTMENT MANAGEMENT LTD | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
HARVEST CAPITAL MANAGEMENT INC | 4 | 1 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q2 2019 | 5 |
VONTOBEL ASSET MANAGEMENT INC | 5 | 5 | 0.13% | 0.45% | 0.77% | Q2 2013 | Q2 2014 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.06% | 0.13% | Q2 2017 | Q3 2017 | 5 |
RS INVESTMENT MANAGEMENT CO LLC | 5 | 5 | 0.14% | 0.15% | 0.17% | Q2 2013 | Q2 2014 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.05% | 0.08% | 0.09% | Q2 2013 | Q2 2014 | 5 |
DILLON & ASSOCIATES INC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Artal Group S.A. | 3 | 1 | 0.29% | 0.48% | 1.10% | Q2 2013 | Q4 2014 | 5 |
Par Capital Management | 5 | 5 | 0.17% | 0.21% | 0.24% | Q4 2020 | Q4 2021 | 5 |
Oak Thistle LLC | 4 | 1 | 0.13% | 0.27% | 0.52% | Q1 2022 | Q3 2023 | 5 |
Claybrook Capital, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.05% | 0.11% | Q1 2015 | Q1 2016 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.18% | 0.22% | 0.26% | Q2 2015 | Q2 2016 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Koshinski Asset Management, Inc. | 2 | 1 | 0.01% | 0.04% | 0.11% | Q4 2016 | Q1 2022 | 5 |
Ayalon Insurance Comp Ltd. | 5 | 5 | 0.05% | 0.08% | 0.14% | Q2 2020 | Q2 2021 | 5 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.02% | 0.24% | 0.54% | Q1 2020 | Q3 2023 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.17% | 0.23% | 0.35% | Q3 2022 | Q3 2023 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Ameritas Advisory Services, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 5 |
Robeco Schweiz AG | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q3 2022 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.08% | 0.10% | 0.11% | Q2 2013 | Q1 2014 | 4 |
TODD ASSET MANAGEMENT LLC | 4 | 4 | 0.43% | 0.47% | 0.54% | Q4 2022 | Q3 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
SENTINEL ASSET MANAGEMENT, INC. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2016 | 4 |
EMINENCE CAPITAL, LP | 3 | 1 | 0.37% | 0.93% | 1.26% | Q1 2020 | Q1 2021 | 4 |
IVORY INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.49% | 1.26% | Q2 2013 | Q1 2014 | 4 |
OLD DOMINION CAPITAL MANAGEMENT INC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2021 | 4 |
Glenview Capital Management | 4 | 4 | 0.46% | 0.61% | 0.78% | Q2 2013 | Q1 2014 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Mount Lucas Management LP | 4 | 4 | 0.68% | 0.86% | 1.09% | Q4 2021 | Q3 2022 | 4 |
MARATHON CAPITAL MANAGEMENT | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q4 2021 | 4 |
CURIAN CAPITAL LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q2 2013 | Q1 2014 | 4 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.02% | 0.22% | 0.49% | Q2 2013 | Q2 2015 | 4 |
COHEN & STEERS, INC. | 4 | 4 | 0.03% | 0.06% | 0.10% | Q4 2013 | Q3 2014 | 4 |
F&C Asset Management plc | 4 | 4 | 0.20% | 0.71% | 1.17% | Q2 2013 | Q1 2014 | 4 |
STONNINGTON GROUP, LLC | 3 | 1 | 0.07% | 0.16% | 0.25% | Q4 2021 | Q1 2023 | 4 |
WestEnd Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Cutler Capital Management, LLC | 2 | 1 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q1 2015 | 4 |
Fund Evaluation Group, LLC | 4 | 4 | 0.17% | 0.20% | 0.23% | Q4 2017 | Q3 2018 | 4 |
Seminole Management Co., Inc. | 3 | 1 | 1.96% | 4.18% | 9.49% | Q1 2015 | Q4 2016 | 4 |
Hillsdale Investment Management Inc. | 2 | 2 | 0.00% | 0.04% | 0.05% | Q3 2018 | Q2 2021 | 4 |
Ionic Capital Management LLC | 2 | 2 | 0.04% | 0.25% | 0.46% | Q2 2013 | Q3 2013 | 4 |
BANK OF STOCKTON | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2017 | Q3 2018 | 4 |
Platte River Capital LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2014 | 4 |
Ninety One UK Ltd | 2 | 2 | 0.02% | 0.04% | 0.07% | Q3 2015 | Q3 2017 | 4 |
First City Capital Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Tributary Capital Management, LLC | 3 | 1 | 0.08% | 0.09% | 0.11% | Q4 2014 | Q2 2016 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.09% | 0.21% | 0.34% | Q2 2013 | Q1 2014 | 4 |
Petrus Trust Company, LTA | 4 | 4 | 0.03% | 0.05% | 0.08% | Q2 2022 | Q1 2023 | 4 |
Gyrus Investment Management Inc. | 4 | 4 | 0.60% | 0.76% | 0.89% | Q2 2013 | Q1 2014 | 4 |
Proxima Capital Management, LLC | 4 | 4 | 2.59% | 3.02% | 3.82% | Q2 2013 | Q1 2014 | 4 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.13% | 0.31% | Q2 2013 | Q1 2014 | 4 |
DONALDSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.15% | 0.17% | 0.22% | Q3 2015 | Q2 2016 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Bronson Point Management LLC | 2 | 1 | 0.24% | 1.16% | 1.54% | Q1 2017 | Q2 2020 | 4 |
Clear Harbor Asset Management, LLC | 4 | 4 | 0.10% | 0.12% | 0.18% | Q4 2014 | Q3 2015 | 4 |
Gateway Advisory, LLC | 4 | 4 | 0.09% | 0.11% | 0.14% | Q2 2021 | Q1 2022 | 4 |
BSW Wealth Partners | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 4 |
BHF Kleinwort Benson Group S.A. | 4 | 4 | 0.07% | 0.43% | 0.68% | Q2 2015 | Q1 2016 | 4 |
XR Securities LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 4 |
Zenit Asset Management AB | 4 | 4 | 0.63% | 2.56% | 4.46% | Q2 2014 | Q1 2015 | 4 |
Community Financial Services Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 4 |
Liontrust Investment Partners LLP | 3 | 1 | 0.15% | 0.17% | 0.20% | Q4 2020 | Q1 2022 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Kiwi Wealth Investments Limited Partnership | 2 | 2 | 0.05% | 0.20% | 0.43% | Q3 2018 | Q4 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.35% | 0.83% | 1.16% | Q4 2016 | Q3 2023 | 4 |
Stone Ridge Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Winch Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2019 | 4 |
Empowered Funds, LLC | 3 | 1 | 0.04% | 0.09% | 0.21% | Q3 2021 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.02% | 0.17% | 0.23% | Q4 2021 | Q3 2022 | 4 |
Cordasco Financial Network | 3 | 1 | 0.01% | 0.03% | 0.03% | Q1 2014 | Q2 2022 | 4 |
Blue Edge Capital, LLC | 4 | 4 | 0.91% | 0.93% | 0.95% | Q1 2014 | Q4 2014 | 4 |
Northeast Financial Consultants Inc | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q1 2022 | 4 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 2 | 0.46% | 1.24% | 2.78% | Q4 2015 | Q4 2018 | 4 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q1 2021 | 4 |
Gibraltar Capital Management, Inc. | 3 | 1 | 0.29% | 0.58% | 1.41% | Q1 2020 | Q3 2023 | 4 |
Sovarnum Capital L.P. | 4 | 4 | 1.10% | 2.71% | 3.90% | Q4 2020 | Q3 2021 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Integrated Advisors Network LLC | 2 | 1 | 0.01% | 0.13% | 0.26% | Q3 2021 | Q3 2023 | 4 |
Invictus RG | 4 | 4 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q3 2017 | 4 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 4 | 4 | 0.16% | 0.19% | 0.21% | Q2 2021 | Q1 2022 | 4 |
Mosaic Family Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2018 | 4 |
Enlightenment Research, LLC | 2 | 1 | 0.11% | 0.66% | 1.05% | Q4 2018 | Q3 2021 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.15% | 0.19% | 0.21% | Q4 2018 | Q3 2019 | 4 |
IBEX WEALTH ADVISORS | 4 | 4 | 0.08% | 0.48% | 0.92% | Q1 2021 | Q4 2021 | 4 |
Symmetry Investments LP | 2 | 1 | 0.42% | 0.81% | 1.39% | Q4 2020 | Q3 2023 | 4 |
First Command Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 1 | 0.02% | 0.14% | 0.40% | Q3 2019 | Q4 2021 | 4 |
CAS Investment Partners, LLC | 4 | 4 | 3.36% | 5.13% | 7.00% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Stratos Investment Management, LLC | 4 | 4 | 0.41% | 0.50% | 0.77% | Q1 2019 | Q4 2019 | 4 |
Vest Financial, LLC | 4 | 4 | 0.06% | 0.30% | 0.48% | Q4 2022 | Q3 2023 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 0.20% | 0.24% | 0.28% | Q2 2021 | Q1 2022 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.91% | 1.07% | 1.28% | Q4 2017 | Q3 2018 | 4 |
Measured Wealth Private Client Group, LLC | 2 | 2 | 0.23% | 0.30% | 0.40% | Q2 2018 | Q2 2019 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Shay Capital LLC | 2 | 1 | 0.03% | 0.23% | 0.55% | Q4 2020 | Q1 2022 | 4 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.00% | 0.24% | 0.40% | Q1 2020 | Q3 2021 | 4 |
Ballew Advisors, Inc | 3 | 1 | 0.01% | 0.21% | 0.80% | Q1 2018 | Q3 2021 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.04% | 0.10% | Q2 2021 | Q1 2022 | 4 |
Southside Capital, LLC | 4 | 4 | 1.84% | 4.10% | 5.02% | Q4 2018 | Q3 2019 | 4 |
West Branch Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.07% | 0.15% | 0.28% | Q4 2018 | Q1 2021 | 4 |
Retirement Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 4 |
Machina Capital S.A.S. | 1 | 1 | 0.08% | 0.32% | 0.55% | Q4 2018 | Q3 2023 | 4 |
Strategic Wealth Management Group, LLC | 3 | 1 | 0.09% | 0.12% | 0.14% | Q4 2019 | Q2 2021 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Full Sail Capital, LLC | 2 | 1 | 0.05% | 0.14% | 0.29% | Q4 2018 | Q1 2020 | 4 |
Strategic Investment Advisors / MI | 4 | 4 | 0.20% | 0.29% | 0.48% | Q4 2021 | Q3 2022 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2021 | 4 |
S.E.E.D. Planning Group LLC | 4 | 4 | 2.05% | 2.41% | 2.70% | Q4 2019 | Q3 2020 | 4 |
Salomon & Ludwin, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 4 |
Arabesque Asset Management Ltd | 4 | 4 | 0.55% | 0.64% | 0.76% | Q3 2021 | Q2 2022 | 4 |
Edge Capital Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
Lehman & Derafelo Financial Resources LLC | 3 | 1 | 0.07% | 1.13% | 1.60% | Q4 2019 | Q2 2021 | 4 |
Conifer Management | 4 | 4 | 1.13% | 1.20% | 1.31% | Q3 2022 | Q2 2023 | 4 |
Wishbone Management, LP | 4 | 4 | 15.26% | 20.02% | 23.58% | Q3 2022 | Q2 2023 | 4 |
Weaver Consulting Group | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
TBH Global Asset Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2019 | Q1 2022 | 4 |
Savior LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Avion Wealth | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
HOHIMER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.18% | 0.59% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2021 | 4 |
Aquatic Capital Management LLC | 3 | 1 | 0.06% | 0.16% | 0.20% | Q2 2022 | Q3 2023 | 4 |
Engrave Wealth Partners LLC | 3 | 1 | 0.02% | 0.57% | 2.21% | Q4 2019 | Q2 2021 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.12% | 0.48% | Q4 2020 | Q4 2021 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2021 | 4 |
STABLEFORD CAPITAL II LLC | 4 | 4 | 0.68% | 0.86% | 1.05% | Q1 2021 | Q4 2021 | 4 |
Cerro Pacific Wealth Advisors LLC | 4 | 4 | 0.14% | 0.18% | 0.27% | Q2 2022 | Q1 2023 | 4 |
PEAK FINANCIAL ADVISORS LLC | 4 | 4 | 1.48% | 1.99% | 2.25% | Q1 2021 | Q4 2021 | 4 |
Golden State Equity Partners | 3 | 1 | 0.38% | 0.50% | 0.60% | Q4 2020 | Q1 2022 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.02% | 0.06% | 0.08% | Q1 2021 | Q2 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.05% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Kearns & Associates LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
New Millennium Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Operose Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Schechter Investment Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.18% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.20% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.48% | 0.54% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.46% | 0.56% | 0.76% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.20% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.58% | 0.61% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
RNC CAPITAL MANAGEMENT LLC | 4 | 4 | 0.05% | 1.04% | 1.68% | Q4 2022 | Q3 2023 | 4 |
ANDERSON HOAGLAND & CO | 4 | 4 | 0.33% | 0.37% | 0.40% | Q1 2021 | Q4 2021 | 4 |
ZWJ INVESTMENT COUNSEL INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2018 | 4 |
BRAUN STACEY ASSOCIATES INC | 4 | 4 | 0.22% | 0.70% | 0.94% | Q1 2021 | Q4 2021 | 4 |
Capital International, Inc./CA/ | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.63% | 0.68% | 0.72% | Q3 2014 | Q2 2015 | 4 |
VALLEY WEALTH MANAGERS, INC. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2019 | 4 |
GUYASUTA INVESTMENT ADVISORS INC | 4 | 4 | 0.06% | 0.09% | 0.12% | Q2 2015 | Q1 2016 | 4 |
MOODY ALDRICH PARTNERS LLC | 4 | 4 | 0.15% | 0.22% | 0.26% | Q2 2019 | Q1 2020 | 4 |
FAYEZ SAROFIM & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Triasima Portfolio Management inc. | 3 | 3 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q3 2021 | 3 |
Private Ocean, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Empirical Asset Management, LLC | 3 | 3 | 0.35% | 0.37% | 0.40% | Q4 2021 | Q2 2022 | 3 |
Lansing Street Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
PARUS FINANCE (UK) Ltd | 3 | 3 | 5.02% | 5.53% | 5.85% | Q3 2012 | Q1 2013 | 3 |
Parus Finance SA | 3 | 3 | 4.79% | 5.56% | 6.13% | Q4 2011 | Q2 2012 | 3 |
KHP Capital, LLC | 3 | 3 | 0.07% | 0.12% | 0.15% | Q1 2018 | Q3 2018 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2022 | Q3 2022 | 3 |
NEW AMSTERDAM PARTNERS LLC/NY | 3 | 3 | 0.23% | 0.45% | 0.85% | Q2 2013 | Q4 2013 | 3 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.18% | 0.53% | Q3 2021 | Q3 2022 | 3 |
Hosking & Co Ltd | 3 | 3 | 1.44% | 1.62% | 1.82% | Q4 2014 | Q2 2015 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Winthrop Advisory Group LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q4 2018 | 3 |
Whitegate Investment Counselors, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 3 | 3 | 0.27% | 0.37% | 0.52% | Q2 2013 | Q4 2013 | 3 |
HARVARD MANAGEMENT CO INC | 3 | 3 | 0.15% | 0.25% | 0.33% | Q3 2015 | Q1 2016 | 3 |
Missouri Trust & Investment Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q3 2020 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2022 | 3 |
Evergreen Wealth Solutions, LLC | 2 | 1 | 0.21% | 0.21% | 0.22% | Q4 2021 | Q2 2023 | 3 |
Cassady Schiller Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Wedmont Private Capital | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Stonegate Investment Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Full18 Capital LLC | 3 | 3 | 1.26% | 2.20% | 3.58% | Q4 2020 | Q2 2021 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.15% | 0.24% | Q4 2016 | Q4 2016 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Farmers National Bank | 2 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2019 | 3 |
ABRAMS BISON INVESTMENTS, LLC | 3 | 3 | 5.67% | 6.15% | 6.47% | Q1 2023 | Q3 2023 | 3 |
KWMG, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Blue Chip Wealth Management, Inc. | 3 | 3 | 0.23% | 0.24% | 0.24% | Q1 2018 | Q3 2018 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Braun-Bostich & Associates Inc. | 2 | 1 | 0.01% | 0.05% | 0.11% | Q1 2019 | Q4 2019 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q1 2022 | 3 |
RFG Advisory, LLC | 2 | 1 | 0.03% | 0.08% | 0.17% | Q2 2015 | Q3 2023 | 3 |
Buffington Mohr McNeal | 2 | 1 | 0.01% | 0.06% | 0.10% | Q4 2015 | Q1 2019 | 3 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 3 |
Stifel Trust Company, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Hi-Line Capital Management, LLC | 3 | 3 | 2.24% | 2.67% | 3.26% | Q4 2019 | Q2 2020 | 3 |
Burns Matteson Capital Management, LLC | 2 | 1 | 0.37% | 0.38% | 0.39% | Q4 2021 | Q4 2022 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Humankind Investments LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q3 2021 | Q1 2022 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 1.29% | 1.81% | 2.30% | Q3 2021 | Q1 2022 | 3 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Lincoln Capital LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Activest Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Continuum Advisory, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Signition LP | 3 | 3 | 0.27% | 0.46% | 0.81% | Q4 2017 | Q2 2018 | 3 |
Darwin Wealth Management, LLC | 2 | 1 | 0.00% | 0.69% | 1.27% | Q4 2016 | Q1 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Hedeker Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Essex Savings Bank | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Harfst & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Fortress Wealth Group, LLC | 2 | 1 | 0.14% | 0.17% | 0.21% | Q2 2022 | Q2 2023 | 3 |
EMFO, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
STRYCKER VIEW CAPITAL LLC | 1 | 1 | 4.98% | 5.84% | 7.33% | Q2 2020 | Q2 2021 | 3 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q4 2022 | 3 |
SpiderRock Advisors, LLC | 1 | 1 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q1 2017 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q2 2021 | 3 |
Brightworth | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
BlueCrest Capital Management LLP | 3 | 3 | 0.12% | 0.24% | 0.46% | Q4 2013 | Q2 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Marcum Wealth, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 3 |
COOKSON PEIRCE & CO INC | 3 | 3 | 0.30% | 0.32% | 0.36% | Q2 2021 | Q4 2021 | 3 |
Crow Point Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q3 2018 | 3 |
Game Creek Capital, LP | 3 | 3 | 0.48% | 0.54% | 0.57% | Q3 2019 | Q1 2020 | 3 |
Bodri Capital Management, LLC | 3 | 3 | 1.52% | 3.12% | 4.87% | Q4 2014 | Q2 2015 | 3 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
Laurel Grove Capital, LLC | 3 | 3 | 0.53% | 0.59% | 0.68% | Q4 2016 | Q2 2017 | 3 |
MUHLENKAMP & CO INC | 3 | 3 | 0.70% | 0.71% | 0.72% | Q3 2013 | Q1 2014 | 3 |
Tradeworx Inc. | 1 | 1 | 0.12% | 0.25% | 0.42% | Q1 2013 | Q2 2014 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.06% | 0.10% | Q3 2021 | Q4 2022 | 3 |
VNBTrust, National Association | 1 | 1 | 0.09% | 0.10% | 0.10% | Q2 2014 | Q2 2015 | 3 |
Guinness Asset Management LTD | 3 | 3 | 0.44% | 0.60% | 0.68% | Q4 2014 | Q2 2015 | 3 |
Seascape Capital Management | 3 | 3 | 0.62% | 0.77% | 1.04% | Q4 2019 | Q2 2020 | 3 |
K.J. Harrison & Partners Inc | 2 | 1 | 0.10% | 0.31% | 0.52% | Q2 2017 | Q4 2018 | 3 |
Haverford Trust Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2021 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.31% | 0.50% | 0.69% | Q3 2021 | Q2 2022 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 3 |
Texas Capital Bank Wealth Management Services Inc | 2 | 1 | 0.04% | 0.09% | 0.12% | Q3 2022 | Q2 2023 | 3 |
First Heartland Consultants, Inc. | 2 | 1 | 0.02% | 0.05% | 0.10% | Q2 2016 | Q3 2021 | 3 |
Bain Capital Public Equity Management, LLC | 2 | 1 | 0.84% | 1.15% | 1.76% | Q4 2017 | Q3 2018 | 3 |
Athanor Capital, LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 3 |
B & T Capital Management DBA Alpha Capital Management | 3 | 3 | 0.97% | 1.01% | 1.04% | Q2 2019 | Q4 2019 | 3 |
One Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 3 |
ADVANCE CAPITAL I INC | 3 | 3 | 0.65% | 0.75% | 0.92% | Q2 2013 | Q4 2013 | 3 |
Beck Bode, LLC | 2 | 1 | 0.00% | 1.44% | 2.21% | Q4 2018 | Q3 2020 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2018 | 3 |
QCM Cayman, Ltd. | 1 | 1 | 0.06% | 0.17% | 0.28% | Q4 2015 | Q1 2017 | 3 |
NEW YORK LIFE TRUST CO | 2 | 1 | 0.09% | 0.30% | 0.51% | Q2 2013 | Q3 2014 | 3 |
PELHAM GLOBAL FINANCIALS LTD | 3 | 3 | 5.63% | 11.29% | 14.22% | Q2 2019 | Q4 2019 | 3 |
Sicart Associates LLC | 2 | 1 | 0.25% | 0.30% | 0.34% | Q1 2017 | Q1 2018 | 3 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.13% | 0.27% | 0.42% | Q4 2019 | Q4 2021 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 0.50% | 0.86% | 1.04% | Q2 2021 | Q4 2021 | 3 |
DFPG INVESTMENTS, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Fusion Family Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Centre Asset Management, LLC | 3 | 3 | 0.71% | 0.74% | 0.77% | Q2 2013 | Q4 2013 | 3 |
Ground Swell Capital, LLC | 2 | 1 | 0.10% | 0.28% | 0.58% | Q2 2014 | Q1 2022 | 3 |
Omnia Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
J.Safra Asset Management Corp | 2 | 1 | 0.00% | 0.39% | 0.65% | Q4 2015 | Q1 2022 | 3 |
Banco BTG Pactual S.A. | 3 | 3 | 0.17% | 0.29% | 0.43% | Q1 2021 | Q3 2021 | 3 |
HUSSMAN STRATEGIC ADVISORS, INC. | 3 | 3 | 0.70% | 0.84% | 0.95% | Q1 2014 | Q3 2014 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q3 2018 | 3 |
SEARLE & CO. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
HOVDE CAPITAL ADVISORS LLC | 3 | 3 | 2.61% | 6.02% | 8.29% | Q2 2013 | Q4 2013 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AEGON ASSET MANAGEMENT UK PLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q1 2020 | 3 |
Palestra Capital Management LLC | 3 | 3 | 3.78% | 4.32% | 5.27% | Q2 2013 | Q4 2013 | 3 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.34% | 1.09% | 2.19% | Q4 2014 | Q4 2015 | 3 |
WHITEBOX ADVISORS LLC | 3 | 3 | 0.21% | 0.36% | 0.52% | Q1 2015 | Q3 2015 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CrestPoint Capital Management, LLC | 2 | 1 | 0.12% | 0.13% | 0.15% | Q4 2013 | Q4 2014 | 3 |
Aaron Wealth Advisors LLC | 3 | 3 | 0.09% | 0.11% | 0.15% | Q1 2022 | Q3 2022 | 3 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Consector Capital, LP | 3 | 3 | 2.59% | 3.65% | 5.00% | Q1 2015 | Q3 2015 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Hartree Partners, LP | 3 | 3 | 0.20% | 0.26% | 0.36% | Q1 2021 | Q3 2021 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
SHERBROOKE PARK ADVISERS LLC | 3 | 3 | 0.09% | 0.24% | 0.39% | Q1 2023 | Q3 2023 | 3 |
ELEFANTE MICHAEL B | 2 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q3 2014 | 3 |
CenturyLink Investment Management Co | 3 | 3 | 0.23% | 0.26% | 0.30% | Q1 2015 | Q3 2015 | 3 |
Bellwether Advisors, LLC | 2 | 1 | 0.00% | 0.25% | 0.40% | Q1 2021 | Q3 2022 | 3 |
Moreno Evelyn V | 3 | 3 | 0.11% | 0.14% | 0.21% | Q2 2022 | Q4 2022 | 3 |
CAPE COD FIVE CENTS SAVINGS BANK | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
FJ Capital Management LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MURPHY CAPITAL MANAGEMENT INC | 2 | 1 | 0.07% | 0.08% | 0.10% | Q3 2013 | Q1 2016 | 3 |
G&S Capital LLC | 2 | 1 | 0.01% | 0.33% | 0.57% | Q4 2018 | Q3 2021 | 3 |
WADE G W & INC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q3 2017 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Stonebridge Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Berkshire Hathaway | 3 | 3 | 0.29% | 0.36% | 0.39% | Q1 2023 | Q3 2023 | 3 |
America First Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
LANSDOWNE PARTNERS LIMITED PARTNERSHIP | 3 | 3 | 0.54% | 0.71% | 0.81% | Q2 2013 | Q4 2013 | 3 |
Wealth Alliance | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
rhino investment partners, Inc | 3 | 3 | 1.17% | 4.52% | 6.79% | Q4 2020 | Q2 2021 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.38% | 0.40% | 0.41% | Q2 2013 | Q4 2013 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Family Advisors, LLC | 3 | 3 | 0.14% | 0.57% | 1.42% | Q1 2021 | Q3 2021 | 3 |
Certified Advisory Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 3 |
Callan Family Office, LLC | 3 | 3 | 0.06% | 0.16% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Jackson Creek Investment Advisors LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q4 2022 | 3 |
Blueprint Investment Partners LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Apollo Management Holdings, L.P. | 2 | 2 | 0.68% | 1.11% | 1.54% | Q2 2022 | Q3 2022 | 2 |
Cornerstone Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.28% | 0.41% | 0.54% | Q4 2020 | Q1 2021 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Holistic Financial Partners | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Tower View Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.32% | 0.47% | 0.62% | Q1 2020 | Q2 2020 | 2 |
MD Financial Management Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
DeDora Capital, Inc. | 2 | 2 | 0.23% | 0.25% | 0.26% | Q4 2017 | Q1 2018 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Avalon Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
SCHRODERS IS Ltd | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Founders Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Deer Park Road Corp | 1 | 1 | 0.33% | 5.23% | 10.13% | Q4 2017 | Q2 2022 | 2 |
AXS Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
ACCESS FINANCIAL SERVICES, INC. | 2 | 2 | 0.43% | 0.56% | 0.68% | Q4 2021 | Q1 2022 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.08% | 0.12% | 0.16% | Q2 2022 | Q4 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Point72 Europe (London) LLP | 1 | 1 | 1.43% | 3.83% | 6.22% | Q2 2021 | Q2 2023 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.60% | 0.68% | 0.75% | Q2 2021 | Q3 2021 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q2 2023 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2020 | Q4 2020 | 2 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 2 |
PHILADELPHIA TRUST CO | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Center for Financial Planning, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q2 2017 | Q3 2017 | 2 |
Hunter Perkins Capital Management, LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
AustralianSuper Pty Ltd | 2 | 2 | 0.56% | 0.57% | 0.58% | Q2 2023 | Q3 2023 | 2 |
Trinity Financial Advisors LLC | 2 | 2 | 0.29% | 0.35% | 0.41% | Q2 2021 | Q3 2021 | 2 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 2 |
Arthur Zaske & Associates, LLC | 2 | 2 | 0.31% | 0.34% | 0.38% | Q3 2017 | Q4 2017 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
Castle Hook Partners LP | 2 | 2 | 3.06% | 3.97% | 4.88% | Q4 2020 | Q1 2021 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q2 2023 | 2 |
XTX Topco Ltd | 2 | 2 | 0.15% | 0.31% | 0.47% | Q2 2021 | Q3 2021 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
CHIRON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.34% | 0.60% | 0.86% | Q3 2020 | Q4 2020 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2016 | Q3 2016 | 2 |
Castellan Group | 2 | 2 | 1.11% | 1.36% | 1.61% | Q3 2021 | Q4 2021 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Well Done, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q4 2018 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Mint Tower Capital Management B.V. | 2 | 2 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q2 2021 | 2 |
Exane Asset Management | 1 | 1 | 0.12% | 0.13% | 0.14% | Q4 2018 | Q2 2023 | 2 |
COWA, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q4 2020 | Q1 2021 | 2 |
Center For Asset Management LLC | 2 | 2 | 0.25% | 0.30% | 0.34% | Q4 2021 | Q1 2022 | 2 |
Proquility Private Wealth Partners, LLC | 2 | 2 | 0.48% | 0.50% | 0.53% | Q2 2023 | Q3 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 2 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.11% | 0.21% | Q4 2020 | Q1 2022 | 2 |
Palumbo Wealth Management LLC | 2 | 2 | 0.25% | 0.28% | 0.32% | Q1 2021 | Q2 2021 | 2 |
GSB Wealth Management, LLC | 2 | 2 | 0.06% | 0.14% | 0.21% | Q3 2021 | Q4 2021 | 2 |
Handelsinvest Investeringsforvaltning | 2 | 2 | 0.34% | 0.36% | 0.37% | Q4 2015 | Q1 2016 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.05% | 0.10% | Q2 2021 | Q4 2021 | 2 |
Julex Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2019 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Lion Point Capital, LP | 2 | 2 | 0.26% | 0.26% | 0.26% | Q3 2017 | Q4 2017 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Newport Capital Group, LLC | 1 | 1 | 0.12% | 0.14% | 0.16% | Q3 2021 | Q3 2022 | 2 |
TradeLink Capital LLC | 1 | 1 | 0.60% | 0.67% | 0.75% | Q2 2015 | Q4 2015 | 2 |
RiverTree Advisors, LLC | 2 | 2 | 0.77% | 0.77% | 0.78% | Q2 2021 | Q3 2021 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.37% | 0.59% | 0.81% | Q2 2022 | Q2 2023 | 2 |
Tejara Capital Ltd | 2 | 2 | 0.59% | 0.66% | 0.74% | Q4 2022 | Q1 2023 | 2 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.02% | 0.07% | 0.13% | Q3 2014 | Q4 2015 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
FRG Family Wealth Advisors LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q4 2019 | 2 |
STUDIO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
DGS Capital Management, LLC | 2 | 2 | 0.14% | 0.19% | 0.24% | Q2 2022 | Q3 2022 | 2 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.25% | 0.33% | 0.42% | Q2 2021 | Q3 2021 | 2 |
Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Eagle Strategies LLC | 2 | 2 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
SG3 Management, LLC | 2 | 2 | 0.02% | 0.46% | 0.89% | Q1 2019 | Q2 2019 | 2 |
Benchmark Investment Advisors LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q1 2022 | 2 |
626 Financial, LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Alpenglow Capital LP | 1 | 1 | 2.08% | 4.01% | 5.95% | Q4 2014 | Q1 2016 | 2 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.17% | 0.32% | Q4 2017 | Q3 2019 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Prosiris Capital Management LP | 2 | 2 | 1.27% | 5.02% | 8.76% | Q3 2015 | Q4 2015 | 2 |
Lombard Odier & Cie (Bahamas) Ltd | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q2 2014 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
EverPoint Asset Management, LLC | 1 | 1 | 0.04% | 0.15% | 0.26% | Q4 2014 | Q2 2016 | 2 |
AlphaCentric Advisors LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2022 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q2 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Joule Financial, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2022 | Q3 2022 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
XY Capital Ltd | 1 | 1 | 0.08% | 0.17% | 0.26% | Q1 2023 | Q1 2023 | 2 |
CHICAGO TRUST Co NA | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q3 2022 | Q4 2022 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.07% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q4 2022 | Q2 2023 | 2 |
Bizma Investimentos Ltda | 2 | 2 | 4.63% | 4.89% | 5.15% | Q4 2018 | Q1 2019 | 2 |
Dunhill Financial, LLC | 2 | 2 | 0.74% | 0.75% | 0.75% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.31% | 0.32% | 0.33% | Q2 2013 | Q3 2013 | 2 |
Lone Pine Capital | 2 | 2 | 3.17% | 3.21% | 3.25% | Q2 2020 | Q3 2020 | 2 |
CG Asset Management LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q1 2014 | Q2 2014 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Quarry LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
GRIES FINANCIAL LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q1 2021 | Q2 2021 | 2 |
West Tower Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Applied Finance Capital Management, LLC | 2 | 2 | 1.38% | 1.38% | 1.39% | Q4 2022 | Q1 2023 | 2 |
25 LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 2 | 2 | 0.30% | 0.64% | 0.99% | Q2 2013 | Q3 2013 | 2 |
Aspen Wealth Strategies, LLC | 2 | 2 | 0.25% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2023 | Q4 2023 | 2 |
Shellback Capital, LP | 1 | 1 | 0.33% | 0.91% | 1.49% | Q1 2016 | Q2 2019 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.58% | 0.73% | 0.88% | Q3 2019 | Q1 2020 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Scoria Capital Partners LP | 1 | 1 | 0.48% | 0.55% | 0.61% | Q2 2015 | Q1 2016 | 2 |
Swiss National Bank | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.29% | 0.47% | 0.64% | Q4 2016 | Q2 2021 | 2 |
BILLINGS CAPITAL MANAGEMENT, LLC | 1 | 1 | 4.21% | 5.15% | 6.10% | Q2 2020 | Q1 2021 | 2 |
Kerrisdale Advisers, LLC | 2 | 2 | 0.57% | 0.99% | 1.42% | Q1 2016 | Q2 2016 | 2 |
EQUITABLE TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 2 |
CFS, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2013 | Q1 2014 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.25% | 0.40% | 0.55% | Q1 2023 | Q2 2023 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
DC Investments Management, LLC | 2 | 2 | 0.43% | 0.51% | 0.59% | Q2 2018 | Q3 2018 | 2 |
GENERAL ELECTRIC CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
StellarOne CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q2 2019 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Baader Bank Aktiengesellschaft | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Smith Affiliated Capital Corp. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2016 | 2 |
Kames Capital Management Ltd | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2014 | Q4 2014 | 2 |
Standard Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Wilmington Trust, National Association | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
PICTET BANK & TRUST Ltd | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2014 | Q3 2015 | 2 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.12% | 0.20% | 0.28% | Q1 2021 | Q4 2021 | 2 |
Espalier Global Management LLC | 1 | 1 | 1.02% | 1.06% | 1.09% | Q4 2014 | Q3 2015 | 2 |
STRALEM & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
RWC Asset Management LLP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Axiom Investment Management LLC | 1 | 1 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q1 2021 | 2 |
Hall Kathryn A. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2014 | Q1 2015 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q3 2013 | 2 |
Ulysses Management LLC | 2 | 2 | 1.63% | 1.70% | 1.78% | Q4 2020 | Q1 2021 | 2 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 2 |
AT Bancorp | 2 | 2 | 0.06% | 0.10% | 0.13% | Q4 2018 | Q1 2019 | 2 |
Homrich & Berg | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Elm Ridge Management, LLC | 2 | 2 | 1.88% | 2.03% | 2.19% | Q3 2018 | Q4 2018 | 2 |
MONTAGE INVESTMENTS, LLC | 1 | 1 | 0.12% | 0.39% | 0.67% | Q1 2016 | Q3 2016 | 2 |
New Jersey Better Educational Savings Trust | 2 | 2 | 0.43% | 0.43% | 0.43% | Q2 2017 | Q3 2017 | 2 |
DRW Securities, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q4 2017 | 2 |
EMG Holdings, L.P. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q1 2022 | 2 |
361 CAPITAL LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q3 2018 | Q4 2018 | 2 |
KOKUSAI Asset Management Co., Ltd. | 2 | 2 | 2.14% | 2.23% | 2.32% | Q3 2011 | Q4 2011 | 2 |
Saiers Capital, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2013 | 2 |
First Allied Asset Management, Inc. | 2 | 2 | 0.44% | 0.47% | 0.50% | Q4 2014 | Q1 2015 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
CRAMER ROSENTHAL MCGLYNN LLC | 2 | 2 | 0.42% | 0.43% | 0.44% | Q2 2013 | Q3 2013 | 2 |
Polar Capital LLP | 2 | 2 | 0.42% | 0.46% | 0.50% | Q2 2013 | Q3 2013 | 2 |
STELLIAM INVESTMENT MANAGEMENT, LP | 2 | 2 | 2.29% | 2.74% | 3.19% | Q2 2013 | Q3 2013 | 2 |
Argent Advisors, Inc. | 2 | 2 | 0.32% | 0.36% | 0.41% | Q4 2019 | Q1 2020 | 2 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
CATAPULT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.12% | 0.22% | 0.31% | Q2 2013 | Q3 2013 | 2 |
PCJ Investment Counsel Ltd. | 2 | 2 | 0.87% | 1.31% | 1.75% | Q2 2021 | Q3 2021 | 2 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.14% | 0.18% | 0.23% | Q1 2014 | Q4 2015 | 2 |
AdvisorShares Investments LLC | 2 | 2 | 0.10% | 0.16% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Lee Financial Group Hawaii, Inc. | 2 | 2 | 0.75% | 0.80% | 0.86% | Q2 2018 | Q3 2018 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Parametric Risk Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q1 2014 | 2 |
TradeLink Global Equity LLC | 1 | 1 | 0.03% | 0.05% | 0.08% | Q2 2014 | Q4 2014 | 2 |
L & S Advisors Inc | 2 | 2 | 0.09% | 0.12% | 0.14% | Q4 2016 | Q1 2017 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.09% | 0.16% | 0.22% | Q2 2021 | Q3 2021 | 2 |
Brown Advisory Securities, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Perimeter Capital Partners, LLC | 2 | 2 | 0.47% | 0.64% | 0.81% | Q2 2013 | Q3 2013 | 2 |
Redwood Investments, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Employers Holdings, Inc. | 1 | 1 | 0.10% | 0.10% | 0.11% | Q2 2019 | Q4 2019 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
PREMIER ASSET MANAGEMENT LLC | 2 | 2 | 0.33% | 0.33% | 0.34% | Q3 2022 | Q4 2022 | 2 |
BCM ADVISORS, LLC | 2 | 2 | 0.27% | 0.30% | 0.34% | Q4 2016 | Q1 2017 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Phocas Financial Corp. | 2 | 2 | 0.37% | 0.39% | 0.41% | Q1 2015 | Q2 2015 | 2 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Portolan Capital Management | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
HighVista Strategies LLC | 2 | 2 | 0.18% | 0.44% | 0.71% | Q4 2013 | Q1 2014 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
ADAR Investment Management LP | 2 | 2 | 5.71% | 5.87% | 6.02% | Q2 2013 | Q3 2013 | 2 |
AMBS INVESTMENT COUNSEL LLC | 2 | 2 | 2.57% | 2.63% | 2.69% | Q2 2013 | Q3 2013 | 2 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 2 | 0.26% | 0.31% | 0.35% | Q3 2013 | Q4 2013 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q4 2021 | 2 |
REYNOLDS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.17% | 0.21% | 0.24% | Q2 2014 | Q3 2014 | 2 |
Zions Trust, National Association | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
TANG CAPITAL MANAGEMENT LLC | 2 | 2 | 1.29% | 1.36% | 1.43% | Q1 2023 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2021 | 2 |
Baldrige Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q4 2013 | 2 |
Oxinas Partners Wealth Management LLC | 2 | 2 | 0.12% | 0.34% | 0.55% | Q2 2021 | Q3 2021 | 2 |
Main Street Financial Solutions, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Canton Hathaway, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.16% | 0.31% | Q3 2021 | Q4 2022 | 2 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 2 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 2 | 2 | 1.36% | 2.02% | 2.68% | Q2 2013 | Q3 2013 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
FNY Investment Advisers, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
PRENTISS SMITH & CO INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Atom Investors LP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
MIROVA | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Financial Strategies Group, Inc. | 2 | 2 | 0.54% | 0.67% | 0.80% | Q2 2023 | Q3 2023 | 2 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Strait & Sound Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Stux Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
UNION SAVINGS BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2017 | Q1 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Parkwood LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
Prudent Man Advisors, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2020 | Q2 2020 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
Elkhorn Investments, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2016 | Q4 2016 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EA Series Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
Providence First Trust Co | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2020 | Q3 2020 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Saturna Capital CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Black Maple Capital Management LP | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2023 | Q1 2023 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Triumph Capital Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Capstone Investment Advisors (Netherlands), B.V. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2016 | Q4 2016 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2016 | Q1 2016 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Gator Capital Management, LLC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q4 2018 | Q4 2018 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Rothschild Capital Partners, LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q1 2016 | Q1 2016 | 1 |
Owl Creek Asset Management, L.P. | 1 | 1 | 2.02% | 2.02% | 2.02% | Q2 2020 | Q2 2020 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MOULTON WEALTH MANAGEMENT, INC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2021 | Q2 2021 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2014 | Q2 2014 | 1 |
Jafra Capital Management LP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2017 | Q4 2017 | 1 |
F3Logic, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
GLG Partners LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2017 | Q4 2017 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2015 | Q2 2015 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
RR PARTNERS LP | 1 | 1 | 10.72% | 10.72% | 10.72% | Q2 2021 | Q2 2021 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 4.19% | 4.19% | 4.19% | Q4 2017 | Q4 2017 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2021 | Q1 2021 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Vulcan Value Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MEYER HANDELMAN CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2021 | Q2 2021 | 1 |
Saltoro Capital, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2014 | Q3 2014 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2017 | Q2 2017 | 1 |
Glovista Investments LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2016 | Q4 2016 | 1 |
New World Advisors LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Rossmore Private Capital | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Harvest Capital Strategies LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2015 | Q2 2015 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Family Capital Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2013 | Q3 2013 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2015 | Q1 2015 | 1 |
Ignis Investment Services Ltd | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2014 | Q2 2014 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2017 | Q4 2017 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
STEADFAST ADVISORS LP | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2013 | Q3 2013 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Xcel Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2017 | Q1 2017 | 1 |
Titan Capital Management, LLC /TX | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2021 | Q3 2021 | 1 |
North Forty Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
USCA RIA LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2016 | Q4 2016 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2013 | Q2 2013 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2013 | Q4 2013 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2014 | Q4 2014 | 1 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q2 2013 | Q2 2013 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Odey Asset Management Group Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SFMG, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Kepos Capital LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
M3F, Inc. | 1 | 1 | 2.13% | 2.13% | 2.13% | Q4 2022 | Q4 2022 | 1 |
Greylin Investment Management, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
Summit Asset Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2013 | Q4 2013 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Voss Capital, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2022 | Q4 2022 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2021 | Q2 2021 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2014 | Q1 2014 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
Power Corp of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MIDDLETON & CO INC/MA | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2017 | Q3 2017 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2017 | Q4 2017 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MQS Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2015 | Q3 2015 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Corvid Peak Capital Management, LLC | 1 | 1 | 2.34% | 2.34% | 2.34% | Q3 2015 | Q3 2015 | 1 |
Quotient Investors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Cannell & Co. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
CPWM, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Indices-Pac Research Corp. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
FRIESS ASSOCIATES LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2021 | Q3 2021 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
JCSD Capital, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2020 | Q3 2020 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2021 | Q3 2021 | 1 |
Senator Investment Group LP | 1 | 1 | 1.56% | 1.56% | 1.56% | Q2 2013 | Q2 2013 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2019 | Q4 2019 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Palisades Investment Partners, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2014 | Q2 2014 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2013 | Q2 2013 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Meritage Group LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
MANA Advisors LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2018 | Q1 2018 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2014 | Q1 2014 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2017 | Q1 2017 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Hayden Royal, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2021 | Q2 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Scion Asset Management | 1 | 1 | 6.74% | 6.74% | 6.74% | Q1 2023 | Q1 2023 | 1 |
Hennion & Walsh Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Springhouse Capital Management, LP | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2020 | Q4 2020 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
GOULD ASSET MANAGEMENT LLC /CA/ | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
GLG INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
MIG Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Heartland Bank & Trust Co | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2021 | Q3 2021 | 1 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 2.12% | 2.12% | 2.12% | Q2 2013 | Q2 2013 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
ORBIS HOLDINGS LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2014 | Q1 2014 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
SMITH HAYES Advisers, Inc | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2016 | Q1 2016 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2017 | Q3 2017 | 1 |
Cottage Street Advisors LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2019 | Q2 2019 | 1 |
Connacht Asset Management LP | 1 | 1 | 2.74% | 2.74% | 2.74% | Q4 2022 | Q4 2022 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2015 | Q2 2015 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2022 | Q4 2022 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2014 | Q4 2014 | 1 |
Fractal Investments LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SURIENCE PRIVATE WEALTH LLC | 1 | 1 | 3.86% | 3.86% | 3.86% | Q3 2022 | Q3 2022 | 1 |
Campion Asset Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
WEST CHESTER CAPITAL ADVISORS, INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Highview Capital Management LLC/DE/ | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q4 2021 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Royal Capital Wealth Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2023 | Q2 2023 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Nair Vinay | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2015 | Q1 2015 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Peak Asset Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2017 | Q1 2017 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TCWP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
KLINGENSTEIN FIELDS & CO LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2016 | Q3 2016 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2017 | Q1 2017 | 1 |
Traynor Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Carson Advisory Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Insight Inv LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
DAVIDSON & GARRARD INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2020 | Q3 2020 | 1 |
Astrantus Ltd | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
First International Bank & Trust | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Venator Management LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2023 | Q3 2023 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CHESAPEAKE ASSET MANAGEMENT LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2017 | Q4 2017 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Invenomic Capital Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2021 | Q2 2021 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2021 | Q1 2021 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cider Mill Investments LP | 1 | 1 | 2.05% | 2.05% | 2.05% | Q4 2016 | Q4 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2021 | Q4 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Abacus Planning Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2023 | Q2 2023 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Arctis Global LLC | 1 | 1 | 3.49% | 3.49% | 3.49% | Q1 2023 | Q1 2023 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2021 | Q2 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CIM, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
&PARTNERS | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2018 | Q4 2018 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2021 | Q2 2021 | 1 |
Maryland Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Quad-Cities Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
General Partner, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q2 2017 | Q2 2017 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
APPLETON PARTNERS INC/MA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
LOUNTZIS ASSET MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2014 | Q4 2014 | 1 |
Friedenthal Financial | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q2 2023 | 1 |
Advisor Resource Council | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Rubric Capital Management LP | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2020 | Q4 2020 | 1 |
PENSECO FINANCIAL SERVICES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
LVM CAPITAL MANAGEMENT LTD/MI | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
JT Stratford LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
DENVER INVESTMENT ADVISORS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2014 | Q2 2014 | 1 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own CAPITAL ONE FINL CORP or have owned CAPITAL ONE FINL CORP in the past.