Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.09% | Q1 2012 | Q3 2023 | 138 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 126 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.03% | 0.26% | Q2 2013 | Q3 2023 | 118 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.06% | 0.52% | Q2 2013 | Q3 2023 | 116 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 108 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.46% | Q2 2013 | Q3 2023 | 108 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 102 |
Citadel Advisors | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 100 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 97 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 96 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.18% | Q4 2014 | Q3 2023 | 95 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.07% | 0.87% | Q1 2014 | Q3 2023 | 92 |
Jefferies Group LLC | 38 | 38 | 0.00% | 0.08% | 0.70% | Q2 2013 | Q3 2022 | 87 |
CAPITAL FUND MANAGEMENT S.A. | 37 | 1 | 0.00% | 0.08% | 0.48% | Q2 2013 | Q1 2023 | 85 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.04% | 0.28% | Q2 2013 | Q3 2023 | 83 |
Cutler Group LLC / CA | 21 | 7 | 0.00% | 0.05% | 0.67% | Q4 2015 | Q3 2023 | 79 |
WOLVERINE TRADING, LLC | 15 | 1 | 0.00% | 0.09% | 0.48% | Q2 2016 | Q3 2023 | 78 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 77 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.05% | 0.13% | Q1 2012 | Q3 2023 | 75 |
TWO SIGMA INVESTMENTS, LP | 35 | 1 | 0.00% | 0.10% | 0.62% | Q2 2013 | Q4 2022 | 72 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.05% | 0.46% | Q3 2013 | Q3 2023 | 66 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.03% | 0.10% | Q1 2013 | Q3 2023 | 64 |
NOMURA HOLDINGS INC | 13 | 2 | 0.00% | 0.05% | 0.26% | Q4 2012 | Q3 2023 | 63 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 63 |
TWO SIGMA SECURITIES, LLC | 20 | 1 | 0.00% | 0.04% | 0.38% | Q2 2016 | Q3 2023 | 62 |
Twin Tree Management, LP | 10 | 1 | 0.00% | 0.07% | 0.47% | Q4 2013 | Q2 2023 | 60 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.03% | 0.31% | 0.88% | Q1 2009 | Q3 2023 | 59 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 34 | 34 | 0.11% | 0.48% | 1.50% | Q2 2013 | Q3 2021 | 59 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.03% | 0.24% | Q3 2018 | Q3 2023 | 56 |
Paloma Partners Management Co | 16 | 1 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q2 2023 | 56 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 55 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 53 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.10% | 0.41% | Q2 2013 | Q2 2018 | 50 |
Squarepoint Ops LLC | 18 | 15 | 0.00% | 0.16% | 0.78% | Q2 2015 | Q3 2023 | 50 |
GLENMEDE TRUST CO NA | 45 | 1 | 0.00% | 0.05% | 0.61% | Q4 2010 | Q3 2023 | 50 |
HighTower Advisors, LLC | 33 | 7 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.02% | 0.07% | 0.18% | Q3 2011 | Q3 2023 | 49 |
HAP Trading, LLC | 13 | 1 | 0.00% | 0.19% | 1.96% | Q2 2013 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.02% | 0.06% | 0.10% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.07% | 0.30% | Q4 2011 | Q3 2023 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.15% | 0.93% | Q1 2012 | Q3 2023 | 47 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 46 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 46 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.13% | 0.46% | Q2 2014 | Q3 2023 | 46 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 45 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 45 |
PRELUDE CAPITAL MANAGEMENT, LLC | 21 | 1 | 0.00% | 0.06% | 0.42% | Q1 2013 | Q2 2023 | 45 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 44 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
TUDOR INVESTMENT CORP ET AL | 18 | 2 | 0.00% | 0.06% | 0.47% | Q4 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.03% | 0.12% | 0.28% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.04% | 0.09% | 0.13% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.06% | 0.18% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.01% | 0.07% | 0.37% | Q4 2012 | Q3 2023 | 43 |
KEYBANK NATIONAL ASSOCIATION/OH | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.04% | 0.09% | 0.14% | Q1 2013 | Q3 2023 | 43 |
HOWE & RUSLING INC | 42 | 42 | 0.03% | 0.87% | 1.96% | Q2 2013 | Q3 2023 | 43 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.16% | 0.28% | 0.52% | Q2 2013 | Q3 2023 | 42 |
SIRIOS CAPITAL MANAGEMENT L P | 42 | 42 | 0.94% | 3.61% | 7.79% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.05% | 0.16% | 0.32% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.15% | 0.25% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.04% | 0.10% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.00% | 0.25% | 0.77% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.30% | 0.41% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.05% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
HERITAGE INVESTORS MANAGEMENT CORP | 42 | 42 | 0.94% | 1.16% | 1.42% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.07% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.04% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.02% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.07% | 0.29% | Q2 2013 | Q3 2023 | 42 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 42 | 42 | 0.03% | 0.67% | 2.11% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
SHAPIRO CAPITAL MANAGEMENT LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Legacy Private Trust Co. | 42 | 42 | 0.42% | 0.99% | 1.72% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.02% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.03% | 0.08% | 0.14% | Q2 2012 | Q4 2022 | 42 |
BURNEY CO/ | 42 | 42 | 0.16% | 0.24% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.05% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.00% | 0.05% | 0.37% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Employees Retirement System of Texas | 42 | 42 | 0.02% | 0.15% | 0.72% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.01% | 0.12% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.03% | 0.34% | 0.57% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.28% | 0.91% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.15% | 0.27% | 0.38% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.07% | 0.48% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.03% | 0.16% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.03% | 0.21% | 0.48% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.03% | 0.29% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.04% | 0.17% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.06% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.02% | 0.19% | 0.39% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.12% | 0.44% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.05% | 0.27% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.01% | 0.15% | 0.41% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA | 42 | 42 | 0.00% | 0.05% | 0.31% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Archon Partners LLC | 42 | 42 | 0.22% | 0.32% | 0.44% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.04% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.15% | 0.48% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.00% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.03% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.19% | 0.39% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.03% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 26 | 15 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
OLD SECOND NATIONAL BANK OF AURORA | 41 | 41 | 0.01% | 0.59% | 1.32% | Q2 2013 | Q2 2023 | 41 |
Point72 Asset Management, L.P. | 18 | 1 | 0.00% | 0.33% | 1.40% | Q3 2014 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.03% | 0.10% | 0.18% | Q1 2013 | Q3 2023 | 41 |
AXA S.A. | 35 | 6 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.06% | 0.12% | 0.18% | Q3 2013 | Q3 2023 | 41 |
METROPOLITAN LIFE INSURANCE CO/NY | 34 | 7 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 40 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Johnson Financial Group, Inc. | 37 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.12% | 0.36% | Q3 2013 | Q3 2023 | 41 |
Neuberger Berman Group LLC | 41 | 41 | 0.00% | 0.07% | 0.44% | Q3 2013 | Q3 2023 | 41 |
Citizens Business Bank | 41 | 41 | 0.10% | 0.59% | 1.02% | Q3 2013 | Q3 2023 | 41 |
LPL Financial LLC | 26 | 15 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 41 |
Chevy Chase Trust Holdings, LLC | 41 | 41 | 0.06% | 0.10% | 0.15% | Q3 2013 | Q3 2023 | 41 |
PUTNAM INVESTMENTS LLC | 28 | 13 | 0.00% | 0.05% | 0.27% | Q2 2013 | Q3 2023 | 41 |
Liberty Capital Management, Inc. | 29 | 12 | 0.36% | 2.06% | 3.60% | Q2 2013 | Q3 2023 | 41 |
Louisiana State Employees Retirement System | 40 | 40 | 0.04% | 0.08% | 0.11% | Q4 2013 | Q3 2023 | 40 |
Andra AP-fonden | 22 | 6 | 0.02% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 40 |
BRADLEY FOSTER & SARGENT INC/CT | 27 | 13 | 0.06% | 0.52% | 1.33% | Q3 2013 | Q3 2023 | 40 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 40 | 40 | 0.02% | 0.11% | 0.24% | Q4 2013 | Q3 2023 | 40 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 35 | 5 | 0.01% | 0.10% | 0.21% | Q1 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.06% | 0.12% | 0.17% | Q3 2013 | Q3 2023 | 40 |
WESTPAC BANKING CORP | 40 | 40 | 0.01% | 0.07% | 0.28% | Q2 2013 | Q1 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
HOERTKORN RICHARD CHARLES | 40 | 40 | 0.47% | 0.96% | 1.39% | Q4 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.05% | 0.09% | 0.14% | Q4 2013 | Q3 2023 | 40 |
PEDDOCK CAPITAL ADVISORS, LLC | 40 | 40 | 1.14% | 1.84% | 2.49% | Q4 2013 | Q3 2023 | 40 |
W.G. Shaheen & Associates DBA Whitney & Co | 40 | 40 | 0.21% | 1.67% | 3.10% | Q4 2013 | Q3 2023 | 40 |
Korea Investment CORP | 40 | 40 | 0.00% | 0.13% | 0.36% | Q4 2013 | Q3 2023 | 40 |
MUFG Americas Holdings Corp | 34 | 6 | 0.00% | 0.24% | 0.46% | Q4 2010 | Q3 2022 | 40 |
SCOPUS ASSET MANAGEMENT, L.P. | 19 | 3 | 0.09% | 1.07% | 2.20% | Q1 2014 | Q3 2023 | 40 |
Cetera Advisor Networks LLC | 40 | 40 | 0.02% | 0.05% | 0.09% | Q4 2013 | Q3 2023 | 40 |
TIEMANN INVESTMENT ADVISORS, LLC | 40 | 40 | 0.18% | 0.31% | 0.49% | Q4 2013 | Q3 2023 | 40 |
Bragg Financial Advisors, Inc | 27 | 13 | 0.04% | 0.12% | 0.34% | Q2 2013 | Q3 2023 | 40 |
CONNING INC. | 40 | 40 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
SCOTIA CAPITAL INC. | 40 | 40 | 0.00% | 0.05% | 0.12% | Q4 2013 | Q3 2023 | 40 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 40 |
Aviance Capital Partners, LLC | 39 | 39 | 0.31% | 0.71% | 0.99% | Q1 2014 | Q3 2023 | 39 |
CIBC WORLD MARKET INC. | 33 | 5 | 0.00% | 0.04% | 0.23% | Q4 2013 | Q3 2023 | 39 |
Evercore Wealth Management, LLC | 19 | 1 | 0.00% | 0.52% | 1.70% | Q2 2013 | Q3 2023 | 39 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 39 | 39 | 0.72% | 1.71% | 3.17% | Q1 2014 | Q3 2023 | 39 |
BNP Paribas Asset Management Holding S.A. | 39 | 39 | 0.00% | 0.09% | 0.40% | Q1 2014 | Q3 2023 | 39 |
Dana Investment Advisors, Inc. | 39 | 39 | 0.04% | 0.18% | 0.73% | Q1 2014 | Q3 2023 | 39 |
Atlas Brown,Inc. | 39 | 39 | 0.07% | 0.29% | 0.49% | Q1 2014 | Q3 2023 | 39 |
PATTON ALBERTSON MILLER GROUP, LLC | 39 | 39 | 0.16% | 0.83% | 1.46% | Q1 2014 | Q3 2023 | 39 |
St. Johns Investment Management Company, LLC | 39 | 39 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.08% | 0.11% | 0.15% | Q1 2014 | Q3 2023 | 39 |
Bridgecreek Investment Management, LLC | 39 | 39 | 0.06% | 1.54% | 2.17% | Q1 2014 | Q3 2023 | 39 |
D.A. DAVIDSON & CO. | 39 | 39 | 0.00% | 0.07% | 0.16% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.06% | 0.17% | Q1 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.06% | 0.16% | Q1 2014 | Q3 2023 | 39 |
Cambridge Investment Research Advisors, Inc. | 39 | 39 | 0.01% | 0.05% | 0.14% | Q1 2014 | Q3 2023 | 39 |
Tower Research Capital LLC (TRC) | 16 | 9 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 39 |
OPPENHEIMER & CO INC | 39 | 39 | 0.01% | 0.09% | 0.24% | Q1 2014 | Q3 2023 | 39 |
Advisors Asset Management, Inc. | 32 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 38 |
REGIONS FINANCIAL CORP | 36 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
TRUIST FINANCIAL CORP | 38 | 38 | 0.01% | 0.02% | 0.08% | Q2 2014 | Q3 2023 | 38 |
VICTORY CAPITAL MANAGEMENT INC | 35 | 3 | 0.01% | 0.04% | 0.12% | Q3 2013 | Q3 2023 | 38 |
Freshford Capital Management, LLC | 23 | 15 | 1.41% | 7.88% | 15.00% | Q2 2013 | Q3 2023 | 38 |
WASHINGTON TRUST BANK | 38 | 38 | 0.54% | 0.97% | 1.31% | Q2 2014 | Q3 2023 | 38 |
THOMPSON SIEGEL & WALMSLEY LLC | 38 | 38 | 0.00% | 0.03% | 0.18% | Q2 2014 | Q3 2023 | 38 |
CREDIT AGRICOLE S A | 33 | 4 | 0.00% | 0.10% | 0.61% | Q2 2013 | Q3 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.00% | 0.09% | 0.15% | Q2 2013 | Q3 2022 | 38 |
MARSHALL WACE, LLP | 18 | 4 | 0.00% | 0.13% | 1.22% | Q1 2014 | Q3 2023 | 38 |
Veritable, L.P. | 38 | 38 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2023 | 38 |
PRIVATE TRUST CO NA | 32 | 3 | 0.00% | 0.10% | 0.40% | Q1 2013 | Q3 2023 | 38 |
Point72 Hong Kong Ltd | 11 | 1 | 0.00% | 0.14% | 1.20% | Q3 2014 | Q3 2022 | 37 |
SENTRY INVESTMENT MANAGEMENT LLC | 19 | 18 | 0.02% | 0.11% | 0.37% | Q2 2013 | Q3 2023 | 37 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 21 | 1 | 0.00% | 0.11% | 0.63% | Q2 2013 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.09% | 0.14% | 0.18% | Q3 2014 | Q3 2023 | 37 |
GREAT LAKES ADVISORS, LLC | 37 | 37 | 0.02% | 0.04% | 0.15% | Q3 2014 | Q3 2023 | 37 |
HANCOCK WHITNEY CORP | 25 | 12 | 0.01% | 0.37% | 0.76% | Q4 2013 | Q3 2023 | 37 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.09% | 0.19% | Q4 2014 | Q3 2023 | 37 |
EULAV Asset Management | 37 | 37 | 0.07% | 0.31% | 0.66% | Q3 2014 | Q3 2023 | 37 |
EAGLE ASSET MANAGEMENT INC | 20 | 17 | 0.06% | 0.33% | 0.61% | Q3 2013 | Q4 2022 | 37 |
Douglass Winthrop Advisors, LLC | 36 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 37 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
BOKF, NA | 29 | 1 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 36 |
BROWN ADVISORY INC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 36 |
Private Advisor Group, LLC | 36 | 36 | 0.01% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 36 |
American National Registered Investment Advisor, Inc. | 36 | 36 | 0.22% | 0.46% | 0.60% | Q2 2013 | Q1 2022 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.11% | 0.26% | Q4 2013 | Q3 2023 | 36 |
LVW Advisors, LLC | 36 | 36 | 0.13% | 0.19% | 0.30% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.04% | 0.09% | 0.15% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.07% | 0.13% | Q4 2014 | Q3 2023 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 20 | 2 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 36 |
Moors & Cabot, Inc. | 25 | 1 | 0.00% | 0.34% | 0.72% | Q2 2014 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 29 | 7 | 0.01% | 0.06% | 0.12% | Q3 2014 | Q3 2023 | 36 |
B. Riley Wealth Advisors, Inc. | 20 | 1 | 0.01% | 0.08% | 0.16% | Q2 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.02% | 0.06% | 0.10% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.05% | 0.10% | 0.17% | Q2 2013 | Q1 2022 | 36 |
PITCAIRN CO | 32 | 1 | 0.02% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 36 |
Neumann Capital Management, LLC | 36 | 36 | 0.14% | 0.45% | 0.62% | Q4 2014 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.27% | 0.55% | 0.81% | Q2 2013 | Q1 2022 | 36 |
Essex Financial Services, Inc. | 36 | 36 | 0.06% | 0.12% | 0.27% | Q4 2014 | Q3 2023 | 36 |
Aureus Asset Management, LLC | 36 | 36 | 0.02% | 1.75% | 3.64% | Q4 2014 | Q3 2023 | 36 |
Cetera Advisors LLC | 36 | 36 | 0.01% | 0.09% | 0.27% | Q4 2014 | Q3 2023 | 36 |
BESSEMER GROUP INC | 26 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.06% | 0.15% | Q1 2015 | Q3 2023 | 35 |
WELLINGTON MANAGEMENT GROUP LLP | 31 | 4 | 0.00% | 0.12% | 0.30% | Q2 2013 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
FIRST NATIONAL TRUST CO | 35 | 35 | 0.10% | 0.39% | 0.74% | Q1 2015 | Q3 2023 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.05% | 0.25% | 0.59% | Q2 2013 | Q4 2021 | 35 |
BALYASNY ASSET MANAGEMENT L.P. | 11 | 1 | 0.00% | 0.11% | 0.50% | Q4 2013 | Q3 2023 | 35 |
EATON VANCE MANAGEMENT | 35 | 35 | 0.10% | 0.31% | 0.58% | Q1 2014 | Q3 2022 | 35 |
Meiji Yasuda Asset Management Co Ltd. | 35 | 35 | 0.03% | 0.11% | 0.25% | Q1 2015 | Q3 2023 | 35 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 32 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2023 | 35 |
PATTEN & PATTEN INC/TN | 35 | 35 | 0.13% | 1.39% | 2.30% | Q1 2015 | Q3 2023 | 35 |
Addison Capital Co | 34 | 34 | 1.53% | 2.55% | 3.59% | Q2 2015 | Q3 2023 | 34 |
BRAUN STACEY ASSOCIATES INC | 33 | 1 | 0.08% | 0.91% | 1.33% | Q4 2014 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.13% | 0.42% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.10% | 0.26% | 0.75% | Q2 2013 | Q3 2021 | 34 |
Capital World Investors | 34 | 34 | 0.02% | 0.20% | 0.41% | Q2 2015 | Q3 2023 | 34 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.04% | 0.22% | Q4 2013 | Q3 2023 | 34 |
CENTRAL BANK & TRUST CO | 34 | 34 | 0.00% | 0.48% | 1.36% | Q2 2015 | Q3 2023 | 34 |
Vident Investment Advisory, LLC | 34 | 34 | 0.01% | 0.08% | 0.28% | Q1 2015 | Q2 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2021 | 34 |
World Asset Management Inc | 34 | 34 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q3 2021 | 34 |
TWO SIGMA ADVISERS, LP | 11 | 4 | 0.00% | 0.28% | 0.96% | Q2 2013 | Q1 2021 | 34 |
KENSICO CAPITAL MANAGEMENT CORP | 34 | 34 | 1.18% | 14.22% | 19.89% | Q2 2013 | Q3 2021 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 34 |
ARROW FINANCIAL CORP | 34 | 34 | 0.00% | 0.23% | 0.46% | Q2 2015 | Q3 2023 | 34 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 34 |
QCI ASSET MANAGEMENT INC/NY | 34 | 34 | 0.00% | 0.52% | 1.96% | Q2 2013 | Q3 2021 | 34 |
MONARCH CAPITAL MANAGEMENT INC/ | 14 | 2 | 0.07% | 0.09% | 0.12% | Q1 2014 | Q3 2023 | 34 |
Hills Bank & Trust Co | 20 | 14 | 0.04% | 0.08% | 0.12% | Q1 2015 | Q3 2023 | 34 |
APPLETON PARTNERS INC/MA | 34 | 34 | 0.13% | 0.77% | 1.48% | Q3 2015 | Q4 2023 | 34 |
OAK RIDGE INVESTMENTS LLC | 33 | 33 | 0.07% | 0.22% | 0.74% | Q3 2015 | Q3 2023 | 33 |
WealthTrust Axiom LLC | 33 | 33 | 0.13% | 0.17% | 0.21% | Q3 2015 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.05% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
WESBANCO BANK INC | 22 | 11 | 0.17% | 0.61% | 0.81% | Q2 2015 | Q3 2023 | 33 |
DUPONT CAPITAL MANAGEMENT CORP | 33 | 33 | 0.01% | 0.19% | 1.00% | Q3 2015 | Q3 2023 | 33 |
Financial Architects, Inc | 23 | 1 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q4 2021 | 33 |
Capital Analysts, LLC | 33 | 33 | 0.10% | 0.13% | 0.22% | Q3 2015 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 33 |
CenterStar Asset Management, LLC | 7 | 2 | 0.00% | 0.18% | 0.99% | Q4 2017 | Q3 2022 | 33 |
PEAPACK GLADSTONE FINANCIAL CORP | 25 | 8 | 0.02% | 0.09% | 0.18% | Q1 2015 | Q3 2023 | 33 |
ACADIAN ASSET MANAGEMENT LLC | 33 | 33 | 0.00% | 0.01% | 0.11% | Q3 2015 | Q3 2023 | 33 |
FIRST NATIONAL BANK OF OMAHA | 33 | 33 | 0.30% | 0.40% | 0.58% | Q3 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.05% | 0.24% | Q2 2013 | Q2 2021 | 33 |
SHELL ASSET MANAGEMENT CO | 33 | 33 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2021 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2021 | 33 |
USS Investment Management Ltd | 18 | 15 | 0.01% | 0.82% | 2.23% | Q1 2015 | Q3 2023 | 33 |
DUNCKER STREETT & CO INC | 17 | 16 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 33 |
PICTON MAHONEY ASSET MANAGEMENT | 21 | 12 | 0.09% | 0.38% | 0.96% | Q2 2013 | Q3 2023 | 33 |
ProVise Management Group, LLC | 33 | 33 | 0.02% | 0.07% | 0.20% | Q3 2014 | Q3 2022 | 33 |
Tributary Capital Management, LLC | 33 | 33 | 0.03% | 0.12% | 0.58% | Q3 2015 | Q3 2023 | 33 |
Welch Group, LLC | 21 | 11 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 32 |
WINTON GROUP Ltd | 13 | 2 | 0.01% | 0.17% | 0.80% | Q2 2014 | Q3 2023 | 32 |
PALISADE CAPITAL MANAGEMENT, LP | 32 | 32 | 0.03% | 0.16% | 0.45% | Q4 2015 | Q3 2023 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.86% | 1.46% | 2.13% | Q2 2013 | Q4 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q1 2021 | 32 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 12 | 2 | 0.01% | 0.25% | 0.56% | Q2 2013 | Q4 2022 | 32 |
FULTON BANK, N.A. | 32 | 32 | 0.02% | 0.11% | 0.21% | Q1 2016 | Q4 2023 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2023 | 32 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 3 | 0.00% | 0.26% | 0.46% | Q4 2015 | Q4 2023 | 32 |
FINANCIAL COUNSELORS INC | 28 | 4 | 0.02% | 0.10% | 0.16% | Q3 2015 | Q3 2023 | 32 |
Laird Norton Wetherby Wealth Management, LLC | 32 | 32 | 0.02% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 32 |
ENTERPRISE FINANCIAL SERVICES CORP | 24 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 32 |
B & T Capital Management DBA Alpha Capital Management | 25 | 7 | 0.33% | 0.72% | 1.33% | Q2 2014 | Q3 2023 | 32 |
FARMERS TRUST CO | 14 | 1 | 0.06% | 0.43% | 1.56% | Q2 2014 | Q3 2023 | 32 |
People's United Financial, Inc. | 32 | 32 | 0.05% | 0.21% | 0.53% | Q2 2014 | Q1 2022 | 32 |
RAYMOND JAMES TRUST N.A. | 19 | 3 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 32 |
Hanson & Doremus Investment Management | 32 | 32 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
BLAIR WILLIAM & CO/IL | 31 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 32 |
CENTRAL TRUST Co | 32 | 32 | 0.00% | 0.18% | 0.33% | Q4 2015 | Q3 2023 | 32 |
Smith, Graham & Co., Investment Advisors, LP | 32 | 32 | 0.25% | 0.39% | 0.68% | Q2 2013 | Q1 2021 | 32 |
USA MUTUALS ADVISORS, INC. | 32 | 32 | 2.31% | 5.05% | 8.22% | Q1 2013 | Q4 2020 | 32 |
CWM, LLC | 22 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.02% | 0.07% | 0.12% | Q1 2016 | Q4 2023 | 32 |
EXANE DERIVATIVES | 31 | 31 | 0.00% | 0.15% | 2.22% | Q4 2014 | Q2 2022 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.02% | 0.08% | 0.32% | Q2 2014 | Q4 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.07% | 0.10% | Q4 2015 | Q3 2023 | 31 |
Checchi Capital Advisers, LLC | 31 | 31 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q3 2023 | 31 |
ING GROEP NV | 22 | 1 | 0.00% | 0.05% | 0.17% | Q4 2014 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q4 2020 | 31 |
Kistler-Tiffany Companies, LLC | 31 | 31 | 0.02% | 0.16% | 0.26% | Q4 2015 | Q2 2023 | 31 |
MACKENZIE FINANCIAL CORP | 25 | 6 | 0.00% | 0.10% | 0.46% | Q2 2015 | Q3 2023 | 31 |
GIRARD PARTNERS LTD. | 31 | 31 | 0.09% | 0.60% | 1.06% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q4 2020 | 31 |
Three Peaks Capital Management, LLC | 31 | 31 | 0.60% | 1.57% | 2.79% | Q4 2013 | Q2 2021 | 31 |
INTRUST BANK NA | 31 | 31 | 0.08% | 0.17% | 0.28% | Q1 2016 | Q3 2023 | 31 |
FIDUCIARY TRUST CO | 31 | 31 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.07% | 0.30% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
FAYEZ SAROFIM & CO | 31 | 31 | 0.01% | 0.18% | 0.50% | Q1 2016 | Q3 2023 | 31 |
AMUNDI ASSET MANAGEMENT US, INC. | 30 | 1 | 0.01% | 0.05% | 0.13% | Q4 2012 | Q1 2021 | 31 |
NORTHSTAR ASSET MANAGEMENT LLC | 31 | 31 | 0.44% | 0.73% | 1.21% | Q1 2016 | Q3 2023 | 31 |
AR ASSET MANAGEMENT INC | 31 | 31 | 0.13% | 0.50% | 0.78% | Q1 2016 | Q3 2023 | 31 |
CONDOR CAPITAL MANAGEMENT | 31 | 31 | 0.16% | 0.22% | 0.30% | Q1 2016 | Q3 2023 | 31 |
LOGAN CAPITAL MANAGEMENT INC | 31 | 31 | 0.02% | 0.62% | 1.22% | Q1 2016 | Q3 2023 | 31 |
Armbruster Capital Management, Inc. | 17 | 14 | 0.07% | 0.21% | 0.39% | Q4 2015 | Q3 2023 | 31 |
USCA RIA LLC | 31 | 31 | 0.09% | 0.16% | 0.23% | Q4 2013 | Q2 2021 | 31 |
CIBC WORLD MARKETS CORP | 28 | 3 | 0.01% | 0.23% | 1.59% | Q2 2014 | Q3 2023 | 31 |
NICHOLAS COMPANY, INC. | 31 | 31 | 0.12% | 0.65% | 1.41% | Q1 2016 | Q3 2023 | 31 |
SPINNAKER TRUST | 31 | 31 | 0.03% | 0.27% | 0.39% | Q1 2016 | Q3 2023 | 31 |
Gemmer Asset Management LLC | 20 | 11 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 31 |
Laurion Capital Management LP | 10 | 1 | 0.00% | 0.07% | 0.29% | Q4 2013 | Q3 2021 | 30 |
Raymond James Financial Services Advisors, Inc. | 23 | 7 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 30 |
Meiji Yasuda Life Insurance Co | 30 | 30 | 0.01% | 0.11% | 0.28% | Q2 2016 | Q3 2023 | 30 |
ADVISOR PARTNERS LLC | 30 | 30 | 0.07% | 0.11% | 0.18% | Q1 2015 | Q2 2022 | 30 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 30 |
Mirae Asset Global Investments Co., Ltd. | 30 | 30 | 0.02% | 0.24% | 1.01% | Q2 2016 | Q3 2023 | 30 |
JNBA Financial Advisors | 20 | 10 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
West Oak Capital, LLC | 30 | 30 | 0.01% | 0.42% | 1.02% | Q2 2016 | Q3 2023 | 30 |
Renaissance Technologies | 10 | 1 | 0.00% | 0.06% | 0.18% | Q3 2013 | Q3 2023 | 30 |
FDx Advisors, Inc. | 9 | 1 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 30 |
Cetera Investment Advisers | 30 | 30 | 0.04% | 0.13% | 0.26% | Q2 2016 | Q3 2023 | 30 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.00% | 0.31% | 1.92% | Q1 2009 | Q3 2020 | 30 |
DAVENPORT & Co LLC | 30 | 30 | 0.00% | 0.15% | 0.49% | Q2 2016 | Q3 2023 | 30 |
Glenview Trust Co | 28 | 1 | 0.07% | 0.50% | 0.62% | Q4 2014 | Q3 2023 | 30 |
Pacer Advisors, Inc. | 14 | 4 | 0.01% | 0.06% | 0.16% | Q4 2015 | Q3 2023 | 30 |
WEDBUSH SECURITIES INC | 30 | 30 | 0.02% | 0.06% | 0.11% | Q2 2016 | Q3 2023 | 30 |
SVB WEALTH LLC | 16 | 2 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 30 |
TCI Wealth Advisors, Inc. | 29 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2023 | 30 |
Grove Bank & Trust | 28 | 1 | 0.01% | 0.12% | 0.26% | Q2 2016 | Q3 2023 | 29 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 29 | 29 | 0.02% | 0.05% | 0.11% | Q3 2016 | Q3 2023 | 29 |
Stratos Wealth Partners, LTD. | 28 | 1 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.12% | 0.29% | 0.47% | Q4 2013 | Q4 2020 | 29 |
TELEMUS CAPITAL, LLC | 16 | 13 | 0.02% | 0.26% | 0.61% | Q1 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.19% | 0.33% | Q4 2013 | Q4 2020 | 29 |
M&R CAPITAL MANAGEMENT INC | 29 | 29 | 0.02% | 0.09% | 0.16% | Q4 2016 | Q4 2023 | 29 |
SEGALL BRYANT & HAMILL, LLC | 27 | 2 | 0.00% | 0.01% | 0.16% | Q2 2016 | Q3 2023 | 29 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 17 | 3 | 0.02% | 0.84% | 1.69% | Q3 2014 | Q3 2023 | 29 |
NATIXIS | 16 | 1 | 0.00% | 0.16% | 0.78% | Q1 2014 | Q2 2023 | 29 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 18 | 11 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 29 |
Rathbones Group PLC | 29 | 29 | 0.02% | 0.63% | 1.77% | Q3 2013 | Q3 2020 | 29 |
CYPRESS ASSET MANAGEMENT INC/TX | 29 | 29 | 0.21% | 0.70% | 1.20% | Q2 2016 | Q2 2023 | 29 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2018 | 29 |
TRUST CO OF VERMONT | 29 | 29 | 0.00% | 0.18% | 0.39% | Q3 2016 | Q3 2023 | 29 |
OPTIMUM INVESTMENT ADVISORS | 24 | 5 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q4 2023 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.15% | 0.44% | 0.84% | Q4 2015 | Q4 2022 | 29 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.02% | 0.07% | 0.27% | Q4 2016 | Q3 2023 | 28 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.10% | 0.15% | 0.22% | Q3 2014 | Q3 2023 | 28 |
FARR MILLER & WASHINGTON LLC/DC | 23 | 1 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2021 | 28 |
MURPHY CAPITAL MANAGEMENT INC | 28 | 28 | 0.04% | 0.06% | 0.18% | Q3 2015 | Q2 2022 | 28 |
BAHL & GAYNOR INC | 26 | 2 | 0.00% | 0.11% | 0.34% | Q2 2016 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q1 2020 | 28 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 21 | 7 | 0.50% | 1.10% | 1.72% | Q2 2013 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.07% | 0.09% | 0.11% | Q4 2016 | Q3 2023 | 28 |
BP PLC | 18 | 1 | 0.04% | 0.30% | 0.78% | Q1 2014 | Q2 2021 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.02% | 0.05% | 0.17% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Calamos Advisors LLC | 28 | 28 | 0.11% | 0.16% | 0.23% | Q4 2016 | Q3 2023 | 28 |
North Star Investment Management Corp. | 28 | 28 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.54% | 0.79% | 1.19% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.09% | 0.13% | 0.18% | Q4 2016 | Q3 2023 | 28 |
HCR Wealth Advisors | 28 | 28 | 0.20% | 0.34% | 0.48% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.06% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.06% | 0.08% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.02% | 0.07% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.03% | 0.09% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Cribstone Capital Management, LLC | 28 | 28 | 0.01% | 0.09% | 0.18% | Q1 2016 | Q4 2022 | 28 |
River Wealth Advisors LLC | 28 | 28 | 0.14% | 0.61% | 0.90% | Q4 2016 | Q3 2023 | 28 |
Glassman Wealth Services | 28 | 28 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Empire Life Investments Inc. | 28 | 28 | 0.40% | 0.83% | 1.68% | Q4 2016 | Q3 2023 | 28 |
Calamos Wealth Management LLC | 28 | 28 | 0.14% | 0.48% | 0.95% | Q4 2016 | Q3 2023 | 28 |
CHARTWELL INVESTMENT PARTNERS, LLC | 28 | 28 | 0.12% | 0.17% | 0.29% | Q4 2016 | Q3 2023 | 28 |
Stonebridge Capital Advisors LLC | 28 | 28 | 0.42% | 0.79% | 1.04% | Q4 2016 | Q3 2023 | 28 |
SVA Wealth Management, LLC | 28 | 28 | 0.10% | 0.87% | 1.44% | Q1 2014 | Q4 2020 | 28 |
Perigon Wealth Management, LLC | 21 | 1 | 0.00% | 0.07% | 0.18% | Q3 2011 | Q3 2023 | 28 |
ETRADE Capital Management LLC | 21 | 7 | 0.00% | 0.12% | 0.26% | Q2 2013 | Q3 2020 | 28 |
TOBAM | 13 | 4 | 0.01% | 0.40% | 2.37% | Q2 2013 | Q3 2023 | 28 |
Raab & Moskowitz Asset Management LLC | 19 | 2 | 0.11% | 0.23% | 0.34% | Q3 2016 | Q3 2023 | 27 |
Melvin Capital Management LP | 16 | 16 | 0.44% | 4.83% | 13.85% | Q1 2015 | Q4 2018 | 27 |
NewEdge Advisors, LLC | 21 | 6 | 0.01% | 0.06% | 0.20% | Q4 2016 | Q3 2023 | 27 |
Skylands Capital, LLC | 27 | 27 | 0.10% | 0.23% | 0.36% | Q2 2013 | Q4 2019 | 27 |
Assenagon Asset Management S.A. | 26 | 1 | 0.01% | 0.13% | 1.23% | Q4 2016 | Q3 2023 | 27 |
Caption Management, LLC | 6 | 1 | 0.00% | 0.47% | 1.62% | Q4 2017 | Q1 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.03% | 0.10% | 0.22% | Q1 2017 | Q3 2023 | 27 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.31% | 1.61% | Q1 2014 | Q3 2023 | 27 |
Avior Wealth Management, LLC | 16 | 11 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.04% | 0.08% | 0.21% | Q1 2017 | Q3 2023 | 27 |
Koshinski Asset Management, Inc. | 15 | 5 | 0.04% | 0.22% | 0.86% | Q4 2015 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.02% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 27 |
WELCH & FORBES LLC | 27 | 27 | 0.01% | 0.23% | 0.34% | Q1 2017 | Q3 2023 | 27 |
Atria Investments, Inc | 16 | 11 | 0.02% | 0.04% | 0.09% | Q2 2016 | Q3 2023 | 27 |
BURNS J W & CO INC/NY | 27 | 27 | 0.18% | 0.35% | 0.61% | Q1 2017 | Q3 2023 | 27 |
EADS & HEALD WEALTH MANAGEMENT | 27 | 27 | 0.21% | 0.36% | 0.49% | Q1 2017 | Q3 2023 | 27 |
Archford Capital Strategies, LLC | 23 | 2 | 0.00% | 0.14% | 0.41% | Q4 2015 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Independent Advisor Alliance | 24 | 3 | 0.01% | 0.23% | 0.56% | Q4 2016 | Q3 2023 | 27 |
LEVEL FOUR ADVISORY SERVICES, LLC | 27 | 27 | 0.06% | 0.16% | 0.28% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
WISCONSIN CAPITAL MANAGEMENT LLC | 20 | 7 | 0.13% | 2.96% | 4.09% | Q2 2013 | Q3 2023 | 27 |
Grassi Investment Management | 19 | 8 | 0.04% | 1.01% | 1.68% | Q3 2016 | Q3 2023 | 27 |
MARSICO CAPITAL MANAGEMENT LLC | 26 | 26 | 0.17% | 1.10% | 2.68% | Q2 2013 | Q3 2019 | 26 |
DILLON & ASSOCIATES INC | 26 | 26 | 0.10% | 1.04% | 2.02% | Q2 2017 | Q3 2023 | 26 |
Garner Asset Management Corp | 26 | 26 | 0.58% | 0.71% | 0.94% | Q2 2017 | Q3 2023 | 26 |
FORSTA AP-FONDEN | 26 | 26 | 0.06% | 0.48% | 1.55% | Q2 2017 | Q3 2023 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 26 | 26 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
Tredje AP-fonden | 17 | 9 | 0.02% | 0.12% | 0.36% | Q4 2015 | Q3 2023 | 26 |
GAM Holding AG | 17 | 2 | 0.02% | 0.06% | 0.21% | Q2 2013 | Q4 2020 | 26 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 26 | 26 | 0.10% | 0.51% | 0.72% | Q2 2017 | Q3 2023 | 26 |
SALEM INVESTMENT COUNSELORS INC | 19 | 1 | 0.00% | 0.32% | 0.68% | Q4 2016 | Q3 2023 | 26 |
FIRST QUADRANT LLC/CA | 26 | 26 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2019 | 26 |
First Personal Financial Services | 17 | 9 | 0.00% | 0.04% | 0.16% | Q2 2016 | Q3 2023 | 26 |
MONETARY MANAGEMENT GROUP INC | 19 | 1 | 0.02% | 0.16% | 0.87% | Q2 2016 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 26 |
Winch Advisory Services, LLC | 16 | 1 | 0.00% | 0.01% | 0.14% | Q1 2016 | Q3 2023 | 26 |
STEPHENS INC /AR/ | 25 | 1 | 0.01% | 0.13% | 0.26% | Q1 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2019 | 26 |
Advisors Capital Management, LLC | 26 | 26 | 0.02% | 0.75% | 1.39% | Q2 2017 | Q3 2023 | 26 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 21 | 5 | 0.01% | 0.14% | 0.34% | Q3 2013 | Q2 2021 | 26 |
ClearBridge Investments | 26 | 26 | 0.00% | 0.04% | 0.11% | Q2 2017 | Q3 2023 | 26 |
DAVIS R M INC | 26 | 26 | 0.24% | 0.61% | 0.77% | Q2 2017 | Q3 2023 | 26 |
PRUDENTIAL PLC | 17 | 2 | 0.00% | 0.07% | 0.36% | Q3 2015 | Q3 2023 | 26 |
Bridgewater Associates | 15 | 2 | 0.01% | 0.22% | 0.50% | Q3 2013 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.07% | 0.18% | Q3 2016 | Q3 2023 | 26 |
Engineers Gate Manager LP | 13 | 1 | 0.01% | 0.16% | 0.49% | Q4 2014 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.01% | 0.05% | 0.08% | Q3 2013 | Q1 2020 | 26 |
Cerity Partners LLC | 25 | 1 | 0.01% | 0.08% | 0.29% | Q1 2017 | Q3 2023 | 26 |
FUKOKU MUTUAL LIFE INSURANCE Co | 26 | 26 | 0.02% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 26 |
MAI Capital Management | 26 | 26 | 0.02% | 0.10% | 0.38% | Q2 2017 | Q3 2023 | 26 |
1832 Asset Management L.P. | 22 | 1 | 0.00% | 0.05% | 0.17% | Q4 2013 | Q1 2022 | 26 |
KINGS POINT CAPITAL MANAGEMENT | 23 | 3 | 0.00% | 0.24% | 0.57% | Q1 2015 | Q1 2022 | 26 |
WealthPLAN Partners, LLC | 13 | 1 | 0.01% | 0.40% | 0.75% | Q1 2015 | Q4 2023 | 25 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
PARSONS CAPITAL MANAGEMENT INC/RI | 24 | 1 | 0.01% | 0.11% | 0.34% | Q1 2015 | Q3 2023 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2019 | 25 |
BANK HAPOALIM BM | 25 | 25 | 0.02% | 0.11% | 0.27% | Q3 2017 | Q3 2023 | 25 |
CLEARARC CAPITAL INC | 25 | 25 | 0.06% | 0.12% | 0.15% | Q4 2013 | Q4 2019 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 25 |
SHELTON CAPITAL MANAGEMENT | 14 | 2 | 0.01% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 25 |
UMB Bank, n.a. | 25 | 25 | 0.02% | 0.08% | 0.19% | Q3 2017 | Q3 2023 | 25 |
HBK Sorce Advisory LLC | 20 | 5 | 0.09% | 0.54% | 1.54% | Q2 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.15% | 0.24% | 0.47% | Q2 2017 | Q2 2023 | 25 |
FIRST MANHATTAN CO. LLC. | 25 | 25 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 25 |
PRIMECAP MANAGEMENT CO/CA/ | 25 | 25 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 25 |
Pomelo Capital LLC | 20 | 20 | 0.00% | 0.36% | 1.75% | Q2 2013 | Q1 2018 | 25 |
Cipher Capital LP | 8 | 1 | 0.08% | 0.53% | 1.14% | Q3 2013 | Q2 2021 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.23% | 0.62% | Q3 2017 | Q3 2023 | 25 |
SAMLYN CAPITAL, LLC | 23 | 23 | 0.49% | 2.51% | 4.61% | Q2 2013 | Q4 2018 | 25 |
ELCO Management Co., LLC | 25 | 25 | 0.35% | 0.68% | 1.01% | Q3 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2021 | 25 |
BLUESTEIN R H & CO LLC | 23 | 2 | 0.01% | 0.32% | 1.71% | Q2 2016 | Q3 2022 | 25 |
Baystate Wealth Management LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Blume Capital Management, Inc. | 25 | 25 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Bluefin Trading, LLC | 5 | 1 | 0.00% | 0.41% | 2.17% | Q2 2013 | Q1 2019 | 25 |
Third Point | 24 | 24 | 0.01% | 2.92% | 4.74% | Q2 2013 | Q1 2019 | 25 |
JENNISON ASSOCIATES LLC | 25 | 25 | 0.06% | 0.24% | 0.53% | Q3 2014 | Q3 2020 | 25 |
Vigilant Capital Management, LLC | 25 | 25 | 1.41% | 1.84% | 2.30% | Q2 2017 | Q2 2023 | 25 |
Jaffetilchin Investment Partners, LLC | 12 | 3 | 0.04% | 0.14% | 0.42% | Q1 2014 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.01% | 0.20% | 0.40% | Q3 2017 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.08% | 0.16% | Q1 2016 | Q1 2022 | 25 |
PITTENGER & ANDERSON INC | 23 | 2 | 0.00% | 0.10% | 0.44% | Q2 2014 | Q1 2023 | 25 |
Fortis Advisors, LLC | 25 | 25 | 0.00% | 0.05% | 0.18% | Q3 2017 | Q3 2023 | 25 |
ONTARIO TEACHERS PENSION PLAN BOARD | 12 | 1 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2022 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.01% | 0.16% | 0.29% | Q3 2017 | Q3 2023 | 25 |
Gotham Asset Management, LLC | 16 | 1 | 0.00% | 0.19% | 0.53% | Q1 2014 | Q3 2023 | 25 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.00% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Copperwynd Financial, LLC | 24 | 24 | 0.21% | 0.31% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Jacobi Capital Management LLC | 24 | 24 | 0.02% | 0.14% | 0.20% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.06% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 24 |
GSA CAPITAL PARTNERS LLP | 9 | 1 | 0.02% | 0.13% | 1.10% | Q3 2013 | Q3 2023 | 24 |
AT Bancorp | 24 | 24 | 0.33% | 0.64% | 1.59% | Q2 2013 | Q1 2019 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.03% | 0.07% | 0.16% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.06% | 0.09% | 0.21% | Q2 2013 | Q1 2019 | 24 |
GREENLEAF TRUST | 14 | 10 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 24 |
Van Hulzen Asset Management, LLC | 23 | 1 | 0.12% | 0.30% | 0.52% | Q4 2016 | Q2 2023 | 24 |
INTEGRAL DERIVATIVES, LLC | 13 | 1 | 0.00% | 0.03% | 0.14% | Q4 2013 | Q1 2018 | 24 |
OppenheimerFunds, Inc. | 24 | 24 | 0.01% | 0.11% | 0.34% | Q2 2013 | Q1 2019 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 1.34% | 1.63% | 2.23% | Q4 2017 | Q3 2023 | 24 |
UNIVEST FINANCIAL Corp | 13 | 11 | 0.85% | 1.10% | 1.77% | Q1 2017 | Q1 2023 | 24 |
Patten Group, Inc. | 12 | 12 | 0.00% | 0.07% | 0.19% | Q2 2015 | Q3 2023 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.21% | 0.52% | 0.62% | Q4 2017 | Q3 2023 | 24 |
Barnett & Company, Inc. | 24 | 24 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2021 | 24 |
Beaumont Financial Partners, LLC | 24 | 24 | 0.03% | 0.04% | 0.07% | Q4 2016 | Q3 2022 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.35% | 0.72% | Q4 2017 | Q3 2023 | 24 |
WADDELL & REED FINANCIAL INC | 12 | 3 | 0.01% | 0.11% | 0.31% | Q4 2013 | Q1 2021 | 24 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 0.01% | 0.38% | 1.29% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.06% | 0.12% | 0.18% | Q2 2013 | Q1 2019 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.04% | 0.15% | 0.25% | Q2 2013 | Q1 2019 | 24 |
COOPER/HAIMS ADVISORS, LLC | 24 | 24 | 0.14% | 0.30% | 0.41% | Q4 2017 | Q3 2023 | 24 |
CIBC Private Wealth Group, LLC | 13 | 11 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 18 | 6 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.07% | 0.09% | 0.14% | Q4 2017 | Q3 2023 | 24 |
First Allied Advisory Services, Inc. | 22 | 1 | 0.01% | 0.04% | 0.09% | Q3 2014 | Q3 2020 | 23 |
Mirador Capital Partners LP | 19 | 4 | 0.10% | 0.17% | 0.25% | Q4 2017 | Q3 2023 | 23 |
Kovack Advisors, Inc. | 21 | 1 | 0.04% | 0.12% | 0.25% | Q1 2017 | Q3 2023 | 23 |
Achmea Investment Management B.V. | 16 | 7 | 0.02% | 0.08% | 0.21% | Q1 2017 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 23 |
Sound Income Strategies, LLC | 13 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.08% | 0.11% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Wealthcare Advisory Partners LLC | 12 | 11 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 23 |
MOORE CAPITAL MANAGEMENT, LP | 22 | 1 | 0.08% | 0.51% | 1.54% | Q2 2013 | Q3 2023 | 23 |
IBERIABANK CORP | 23 | 23 | 0.04% | 0.38% | 0.96% | Q4 2014 | Q2 2020 | 23 |
OLD NATIONAL BANCORP /IN/ | 15 | 8 | 0.01% | 0.29% | 0.40% | Q2 2017 | Q3 2023 | 23 |
MCKINLEY CAPITAL MANAGEMENT LLC | 23 | 23 | 0.02% | 1.52% | 2.32% | Q2 2013 | Q4 2018 | 23 |
CHICAGO EQUITY PARTNERS LLC | 10 | 1 | 0.01% | 0.05% | 0.21% | Q3 2013 | Q1 2020 | 23 |
NORTHERN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.09% | 0.15% | 0.36% | Q2 2013 | Q4 2018 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.06% | 0.08% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Haverford Trust Co | 12 | 11 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 23 |
Quantitative Investment Management, LLC | 4 | 1 | 0.04% | 0.25% | 0.72% | Q3 2013 | Q3 2023 | 23 |
BENEDICT FINANCIAL ADVISORS INC | 23 | 23 | 0.16% | 0.35% | 0.48% | Q1 2018 | Q3 2023 | 23 |
Cypress Capital Management LLC (WY) | 23 | 23 | 0.28% | 1.44% | 3.52% | Q4 2014 | Q2 2020 | 23 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 23 | 23 | 0.08% | 0.20% | 0.63% | Q1 2018 | Q3 2023 | 23 |
Alberta Investment Management Corp | 12 | 3 | 0.02% | 0.08% | 0.16% | Q4 2013 | Q3 2023 | 23 |
BANQUE PICTET & CIE SA | 12 | 11 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 23 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.09% | 0.69% | Q1 2015 | Q3 2023 | 23 |
Manchester Capital Management LLC | 11 | 5 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 23 |
Matrix Capital Management Company, LP | 23 | 23 | 0.69% | 3.75% | 5.72% | Q4 2013 | Q2 2019 | 23 |
Arnhold LLC | 23 | 23 | 0.06% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Sargent Bickham Lagudis LLC | 23 | 23 | 0.00% | 0.15% | 0.25% | Q2 2017 | Q4 2022 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.10% | 0.21% | Q1 2018 | Q3 2023 | 23 |
BRYN MAWR TRUST Co | 22 | 1 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 23 |
Capital Research Global Investors | 19 | 4 | 0.00% | 0.24% | 0.71% | Q2 2017 | Q3 2023 | 23 |
REILLY FINANCIAL ADVISORS, LLC | 20 | 3 | 0.00% | 0.66% | 1.23% | Q2 2014 | Q4 2021 | 23 |
MARCO INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.08% | 0.14% | 0.21% | Q1 2018 | Q3 2023 | 23 |
MOTCO | 11 | 2 | 0.00% | 0.12% | 0.46% | Q2 2016 | Q3 2023 | 22 |
Cornerstone Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2019 | 22 |
JOHNSON INVESTMENT COUNSEL INC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
V Wealth Advisors LLC | 11 | 1 | 0.04% | 0.11% | 0.33% | Q1 2016 | Q2 2023 | 22 |
NS Partners Ltd | 22 | 22 | 0.25% | 0.43% | 0.79% | Q2 2018 | Q3 2023 | 22 |
Senator Investment Group LP | 19 | 3 | 0.96% | 2.96% | 6.09% | Q2 2013 | Q1 2019 | 22 |
WBH ADVISORY INC | 19 | 3 | 0.06% | 0.09% | 0.13% | Q1 2018 | Q3 2023 | 22 |
Snowden Capital Advisors LLC | 14 | 8 | 0.12% | 0.22% | 0.34% | Q1 2018 | Q3 2023 | 22 |
GUARDIAN CAPITAL LP | 18 | 4 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q2 2023 | 22 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
PIEDMONT INVESTMENT ADVISORS INC | 16 | 6 | 0.02% | 0.11% | 0.20% | Q4 2013 | Q1 2020 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2018 | 22 |
Cox Capital Mgt LLC | 22 | 22 | 1.38% | 1.99% | 2.96% | Q2 2018 | Q3 2023 | 22 |
Versant Capital Management, Inc | 17 | 2 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2023 | 22 |
Dynamic Advisor Solutions LLC | 22 | 22 | 0.05% | 0.17% | 0.29% | Q2 2018 | Q3 2023 | 22 |
State of New Jersey Common Pension Fund D | 17 | 1 | 0.05% | 0.09% | 0.17% | Q3 2017 | Q3 2023 | 22 |
Private Ocean, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
Belpointe Asset Management LLC | 21 | 1 | 0.08% | 0.15% | 0.22% | Q4 2017 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.06% | 0.53% | 1.81% | Q2 2018 | Q3 2023 | 22 |
BADGLEY PHELPS & BELL INC | 22 | 22 | 0.46% | 0.65% | 0.88% | Q1 2016 | Q2 2021 | 22 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 17 | 3 | 0.56% | 6.30% | 10.94% | Q4 2013 | Q4 2018 | 22 |
BARINGS LLC | 14 | 1 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2020 | 22 |
Gradient Investments LLC | 20 | 1 | 0.00% | 0.06% | 0.44% | Q2 2015 | Q3 2023 | 22 |
ALLSTATE CORP | 17 | 5 | 0.01% | 0.16% | 0.75% | Q4 2015 | Q4 2022 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.03% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 22 |
IMA Wealth, Inc. | 22 | 22 | 0.00% | 0.18% | 1.07% | Q2 2018 | Q3 2023 | 22 |
MAVERICK CAPITAL LTD | 11 | 1 | 0.01% | 0.80% | 3.74% | Q1 2017 | Q3 2023 | 22 |
MEEDER ASSET MANAGEMENT INC | 16 | 3 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2022 | 22 |
Lowe Wealth Advisors, LLC | 22 | 22 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2020 | 22 |
Global Retirement Partners, LLC | 14 | 7 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
RELIANCE TRUST CO OF DELAWARE | 17 | 4 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q1 2019 | 21 |
Highlander Capital Management, LLC | 21 | 21 | 0.11% | 0.23% | 0.41% | Q3 2018 | Q3 2023 | 21 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 21 | 21 | 0.90% | 1.80% | 2.30% | Q3 2018 | Q3 2023 | 21 |
Burt Wealth Advisors | 21 | 21 | 0.01% | 0.05% | 0.09% | Q4 2014 | Q4 2019 | 21 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 20 | 1 | 0.00% | 0.58% | 3.20% | Q2 2013 | Q3 2023 | 21 |
E&G Advisors, LP | 19 | 2 | 0.11% | 0.15% | 0.22% | Q2 2017 | Q3 2023 | 21 |
Capula Management Ltd | 5 | 2 | 0.00% | 0.15% | 0.34% | Q3 2019 | Q1 2023 | 21 |
Horizon Investments, LLC | 18 | 3 | 0.01% | 0.08% | 1.31% | Q4 2017 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
HoyleCohen, LLC | 21 | 21 | 0.04% | 0.23% | 0.38% | Q3 2018 | Q3 2023 | 21 |
LMR Partners LLP | 15 | 1 | 0.01% | 0.17% | 0.40% | Q2 2014 | Q1 2022 | 21 |
Ausdal Financial Partners, Inc. | 19 | 1 | 0.02% | 0.11% | 0.22% | Q4 2015 | Q3 2023 | 21 |
JFS WEALTH ADVISORS, LLC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
ALESCO ADVISORS LLC | 14 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q2 2018 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.03% | 0.23% | 0.74% | Q2 2013 | Q2 2018 | 21 |
Baldwin Investment Management, LLC | 21 | 21 | 0.15% | 0.33% | 0.41% | Q3 2018 | Q3 2023 | 21 |
CADENCE BANK NA | 21 | 21 | 0.10% | 0.23% | 0.40% | Q2 2017 | Q2 2022 | 21 |
PLANNING DIRECTIONS INC | 21 | 21 | 0.26% | 0.54% | 0.76% | Q3 2018 | Q3 2023 | 21 |
LAZARD ASSET MANAGEMENT LLC | 11 | 3 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 21 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 21 | 21 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
OPPENHEIMER ASSET MANAGEMENT INC. | 11 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
JACOBS & CO/CA | 21 | 21 | 0.32% | 0.93% | 1.15% | Q3 2018 | Q3 2023 | 21 |
Altman Advisors, Inc. | 21 | 21 | 0.28% | 1.30% | 1.80% | Q4 2017 | Q4 2022 | 21 |
Redwood Investments, LLC | 11 | 10 | 0.11% | 0.66% | 1.37% | Q2 2016 | Q3 2023 | 21 |
BB&T SECURITIES, LLC | 21 | 21 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q3 2019 | 21 |
Strategic Wealth Partners, Ltd. | 21 | 21 | 0.00% | 0.40% | 1.01% | Q1 2018 | Q1 2023 | 21 |
ATWOOD & PALMER INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CULLINAN ASSOCIATES INC | 21 | 21 | 0.12% | 0.37% | 0.78% | Q3 2018 | Q3 2023 | 21 |
SWS Partners | 11 | 2 | 0.02% | 0.59% | 1.29% | Q4 2017 | Q3 2023 | 21 |
Crestwood Advisors Group, LLC | 20 | 1 | 0.00% | 1.03% | 1.36% | Q1 2017 | Q3 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q4 2022 | 21 |
CNB Bank | 20 | 1 | 0.00% | 0.16% | 0.34% | Q4 2017 | Q3 2023 | 21 |
Carroll Financial Associates, Inc. | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2021 | 21 |
Legacy Bridge, LLC | 20 | 20 | 0.26% | 0.35% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.03% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 20 |
BANCED CORP | 20 | 20 | 0.22% | 0.78% | 1.22% | Q1 2014 | Q4 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.06% | 0.09% | 0.14% | Q4 2017 | Q3 2022 | 20 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 1 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q3 2023 | 20 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.02% | 0.32% | 1.03% | Q4 2013 | Q3 2023 | 20 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.23% | 1.35% | Q4 2016 | Q3 2023 | 20 |
Man Group plc | 18 | 2 | 0.00% | 0.10% | 0.41% | Q1 2018 | Q3 2023 | 20 |
Voya Financial Advisors, Inc. | 20 | 20 | 0.01% | 0.05% | 0.09% | Q2 2016 | Q1 2021 | 20 |
Intellectus Partners, LLC | 20 | 20 | 0.00% | 0.62% | 1.08% | Q4 2018 | Q3 2023 | 20 |
Ballentine Partners, LLC | 10 | 5 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 20 |
Confluence Wealth Management LLC | 20 | 20 | 0.28% | 0.46% | 0.56% | Q4 2015 | Q3 2020 | 20 |
BTG Pactual Global Asset Management Ltd | 20 | 20 | 0.04% | 3.87% | 9.63% | Q1 2014 | Q4 2018 | 20 |
Parkside Investments, LLC | 19 | 1 | 0.01% | 0.77% | 0.99% | Q3 2018 | Q3 2023 | 20 |
Trexquant Investment LP | 5 | 1 | 0.02% | 0.28% | 0.77% | Q4 2014 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.06% | 0.12% | 0.17% | Q2 2013 | Q1 2018 | 20 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 14 | 6 | 0.00% | 0.25% | 0.73% | Q3 2017 | Q2 2023 | 20 |
Capital Impact Advisors, LLC | 20 | 20 | 0.46% | 0.62% | 0.84% | Q1 2015 | Q4 2019 | 20 |
Autus Asset Management, LLC | 20 | 20 | 0.07% | 0.43% | 0.79% | Q1 2018 | Q4 2022 | 20 |
CHEMICAL BANK | 20 | 20 | 0.20% | 0.40% | 0.58% | Q3 2014 | Q2 2019 | 20 |
DIAMANT ASSET MANAGEMENT, INC. | 11 | 9 | 0.70% | 1.00% | 1.48% | Q3 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.02% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.17% | 0.29% | 0.36% | Q4 2018 | Q3 2023 | 20 |
CITY HOLDING CO | 20 | 20 | 0.01% | 0.47% | 0.57% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.04% | 0.11% | 0.18% | Q4 2017 | Q3 2022 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.03% | 0.06% | 0.13% | Q1 2013 | Q4 2017 | 20 |
INVESTMENT HOUSE LLC | 20 | 20 | 0.11% | 0.33% | 0.60% | Q4 2018 | Q3 2023 | 20 |
Sand Hill Global Advisors, LLC | 20 | 20 | 0.18% | 0.20% | 0.25% | Q4 2018 | Q3 2023 | 20 |
PRIVATE ASSET MANAGEMENT INC | 20 | 20 | 0.08% | 0.52% | 0.76% | Q4 2018 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.24% | 0.27% | 0.31% | Q2 2018 | Q3 2023 | 20 |
Quantbot Technologies LP | 5 | 1 | 0.02% | 0.29% | 1.52% | Q4 2013 | Q3 2023 | 20 |
Traynor Capital Management, Inc. | 20 | 20 | 0.20% | 1.03% | 1.79% | Q1 2015 | Q4 2019 | 20 |
Callahan Advisors, LLC | 11 | 2 | 0.03% | 0.05% | 0.13% | Q3 2016 | Q3 2023 | 20 |
TWIN CAPITAL MANAGEMENT INC | 12 | 8 | 0.02% | 0.11% | 0.20% | Q2 2013 | Q1 2019 | 20 |
Oakworth Capital, Inc. | 20 | 20 | 0.00% | 0.57% | 2.07% | Q4 2018 | Q3 2023 | 20 |
D L CARLSON INVESTMENT GROUP INC | 20 | 20 | 0.36% | 1.14% | 1.84% | Q1 2015 | Q4 2019 | 20 |
Douglas Lane & Associates, LLC | 20 | 20 | 0.26% | 1.23% | 1.74% | Q4 2018 | Q3 2023 | 20 |
PINNACLE ASSOCIATES LTD | 20 | 20 | 0.07% | 0.24% | 0.40% | Q4 2018 | Q3 2023 | 20 |
HM PAYSON & CO | 20 | 20 | 0.01% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Exchange Capital Management, Inc. | 13 | 1 | 0.01% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 20 |
Miller Investment Management, LP | 20 | 20 | 0.22% | 0.26% | 0.31% | Q4 2018 | Q3 2023 | 20 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.37% | 1.55% | Q2 2013 | Q1 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.03% | 0.10% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Mn Services Vermogensbeheer B.V. | 14 | 6 | 0.06% | 0.15% | 0.22% | Q1 2016 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.25% | 0.30% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Geo Capital Gestora de Recursos Ltd | 20 | 20 | 0.02% | 5.27% | 12.93% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Texas Yale Capital Corp. | 18 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 20 |
Cable Hill Partners, LLC | 18 | 2 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 20 |
Knuff & Co LLC | 20 | 20 | 0.08% | 0.27% | 1.14% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.05% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 20 |
X-Square Capital, LLC | 19 | 19 | 0.15% | 0.21% | 0.32% | Q2 2018 | Q4 2022 | 19 |
LOWE BROCKENBROUGH & CO INC | 19 | 19 | 0.08% | 0.10% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Linscomb & Williams, Inc. | 19 | 19 | 0.02% | 0.12% | 0.20% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Kingsview Wealth Management, LLC | 7 | 1 | 0.00% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 19 |
Marshall Wace North America L.P. | 19 | 19 | 0.00% | 0.27% | 1.05% | Q1 2017 | Q3 2021 | 19 |
First Eagle Investment Management, LLC | 19 | 19 | 0.00% | 0.03% | 0.27% | Q2 2013 | Q4 2017 | 19 |
Realta Investment Advisors | 19 | 19 | 0.14% | 0.61% | 1.03% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.18% | 0.28% | 0.54% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Occidental Asset Management, LLC | 19 | 19 | 0.23% | 0.45% | 0.61% | Q1 2019 | Q3 2023 | 19 |
GOFEN & GLOSSBERG LLC /IL/ | 9 | 3 | 0.01% | 0.14% | 0.42% | Q1 2017 | Q4 2022 | 19 |
Triangle Securities Wealth Management | 19 | 19 | 0.23% | 0.61% | 0.76% | Q1 2019 | Q3 2023 | 19 |
TOWNSQUARE CAPITAL LLC | 19 | 19 | 0.05% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 19 |
CIM INVESTMENT MANAGEMENT INC | 17 | 2 | 0.15% | 0.30% | 0.55% | Q1 2017 | Q3 2023 | 19 |
Walleye Capital LLC | 4 | 2 | 0.00% | 0.07% | 0.49% | Q1 2019 | Q3 2023 | 19 |
Pennant Capital Management, LLC | 18 | 18 | 1.20% | 4.64% | 8.58% | Q2 2013 | Q3 2017 | 19 |
Wambolt & Associates, LLC | 19 | 19 | 0.30% | 0.47% | 0.68% | Q1 2019 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.18% | 0.24% | Q1 2019 | Q3 2023 | 19 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.07% | 0.48% | Q2 2013 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 19 |
TLWM | 19 | 19 | 0.21% | 0.25% | 0.32% | Q1 2019 | Q3 2023 | 19 |
Providence Capital Advisors, LLC | 19 | 19 | 0.00% | 1.19% | 1.89% | Q1 2019 | Q3 2023 | 19 |
Ballast, Inc. | 19 | 19 | 0.15% | 0.33% | 0.48% | Q1 2019 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.01% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 19 |
AMI ASSET MANAGEMENT CORP | 19 | 19 | 1.44% | 2.31% | 2.87% | Q1 2019 | Q3 2023 | 19 |
Mariner, LLC | 10 | 1 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 19 |
CI INVESTMENTS INC. | 13 | 3 | 0.00% | 0.04% | 0.40% | Q2 2018 | Q3 2023 | 19 |
ALPS ADVISORS INC | 13 | 2 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q2 2021 | 19 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.01% | 0.19% | 0.52% | Q3 2015 | Q3 2023 | 19 |
AE Wealth Management LLC | 19 | 19 | 0.01% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Bartlett & Co. LLC | 16 | 1 | 0.00% | 0.13% | 0.47% | Q2 2018 | Q4 2023 | 19 |
COOKSON PEIRCE & CO INC | 14 | 5 | 0.02% | 0.49% | 1.38% | Q2 2013 | Q2 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.08% | 0.61% | 0.73% | Q3 2018 | Q3 2023 | 19 |
SIMON QUICK ADVISORS, LLC | 11 | 1 | 0.00% | 0.07% | 0.24% | Q4 2016 | Q1 2022 | 19 |
SouthState Corp | 16 | 1 | 0.00% | 0.08% | 0.50% | Q3 2018 | Q3 2023 | 19 |
Skandinaviska Enskilda Banken AB (publ) | 19 | 19 | 0.01% | 0.07% | 0.44% | Q4 2015 | Q2 2020 | 19 |
SIT INVESTMENT ASSOCIATES INC | 19 | 19 | 0.21% | 0.34% | 0.55% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.03% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Probity Advisors, Inc. | 8 | 1 | 0.07% | 0.09% | 0.12% | Q2 2016 | Q3 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.01% | 0.09% | 0.15% | Q1 2019 | Q3 2023 | 19 |
BerganKDV Wealth Management, LLC | 15 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 19 |
ALTA CAPITAL MANAGEMENT LLC/ | 19 | 19 | 0.28% | 0.84% | 1.15% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 19 | 19 | 0.11% | 0.20% | 0.28% | Q1 2019 | Q3 2023 | 19 |
BOURGEON CAPITAL MANAGEMENT LLC | 12 | 7 | 0.18% | 1.90% | 3.19% | Q1 2017 | Q4 2021 | 19 |
Private Harbour Investment Management & Counsel, LLC | 19 | 19 | 1.65% | 2.01% | 2.31% | Q1 2019 | Q3 2023 | 19 |
KLINGENSTEIN FIELDS & CO LP | 19 | 19 | 0.98% | 1.20% | 1.48% | Q1 2019 | Q3 2023 | 19 |
OAKBROOK INVESTMENTS LLC | 13 | 2 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q1 2019 | 19 |
HOWLAND CAPITAL MANAGEMENT LLC | 19 | 19 | 0.17% | 0.76% | 1.20% | Q1 2019 | Q3 2023 | 19 |
Argent Trust Co | 19 | 19 | 0.04% | 0.06% | 0.11% | Q1 2019 | Q3 2023 | 19 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 19 | 19 | 0.62% | 1.21% | 1.43% | Q1 2019 | Q3 2023 | 19 |
Two Creeks Capital Management, LP | 19 | 19 | 4.40% | 6.28% | 8.06% | Q2 2017 | Q4 2021 | 19 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 19 | 19 | 0.85% | 1.37% | 2.56% | Q1 2019 | Q3 2023 | 19 |
Smith, Salley & Associates | 19 | 19 | 0.97% | 1.25% | 1.51% | Q1 2019 | Q3 2023 | 19 |
CHICAGO TRUST Co NA | 19 | 19 | 0.08% | 0.12% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Wunderlich Capital Managemnt | 14 | 5 | 0.86% | 1.05% | 1.37% | Q4 2018 | Q3 2023 | 19 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 19 | 19 | 2.74% | 3.22% | 3.63% | Q1 2019 | Q3 2023 | 19 |
Trust Investment Advisors | 19 | 19 | 1.03% | 1.22% | 1.53% | Q1 2019 | Q3 2023 | 19 |
Decatur Capital Management, Inc. | 14 | 5 | 1.17% | 1.88% | 2.68% | Q3 2013 | Q4 2018 | 19 |
Balentine LLC | 10 | 4 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q4 2022 | 19 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2023 | 19 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 19 |
SFMG, LLC | 19 | 19 | 0.08% | 0.13% | 0.28% | Q1 2019 | Q3 2023 | 19 |
Lipe & Dalton | 19 | 19 | 0.60% | 0.75% | 0.94% | Q1 2019 | Q3 2023 | 19 |
Carmignac Gestion | 13 | 6 | 0.03% | 2.80% | 4.49% | Q2 2018 | Q1 2023 | 19 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 11 | 1 | 0.02% | 0.20% | 0.39% | Q3 2006 | Q4 2019 | 19 |
South Dakota Investment Council | 19 | 19 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.05% | 0.19% | 0.62% | Q4 2013 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 12 | 7 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 19 |
WEIK CAPITAL MANAGEMENT | 18 | 18 | 0.10% | 0.24% | 0.35% | Q4 2018 | Q1 2023 | 18 |
Allen Investment Management, LLC | 18 | 18 | 0.04% | 0.22% | 0.56% | Q1 2014 | Q2 2018 | 18 |
Integrated Wealth Concepts LLC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Clark Capital Management Group, Inc. | 11 | 7 | 0.01% | 0.33% | 0.60% | Q1 2017 | Q4 2022 | 18 |
Truvestments Capital LLC | 8 | 1 | 0.02% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 18 |
THOMPSON DAVIS & CO., INC. | 17 | 1 | 0.00% | 0.06% | 0.19% | Q1 2014 | Q3 2018 | 18 |
Wellington Shields Capital Management, LLC | 7 | 4 | 0.05% | 0.15% | 0.26% | Q4 2015 | Q3 2023 | 18 |
Princeton Global Asset Management LLC | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Conatus Capital Management LP | 18 | 18 | 3.37% | 5.89% | 8.19% | Q3 2013 | Q4 2017 | 18 |
MERIDIAN MANAGEMENT CO | 18 | 18 | 0.85% | 1.08% | 1.38% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Yorktown Management & Research Co Inc | 15 | 3 | 0.07% | 0.14% | 0.27% | Q4 2016 | Q2 2021 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.13% | 0.29% | 0.48% | Q2 2019 | Q3 2023 | 18 |
First Command Bank | 10 | 8 | 0.01% | 0.04% | 0.11% | Q4 2016 | Q2 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 18 |
FIDUCIARY TRUST INTERNATIONAL LLC | 17 | 1 | 0.01% | 0.11% | 0.30% | Q3 2013 | Q4 2018 | 18 |
First Command Financial Services, Inc. | 10 | 8 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q2 2023 | 18 |
Mutual Advisors, LLC | 18 | 18 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Birch Hill Investment Advisors LLC | 18 | 18 | 0.10% | 1.65% | 2.23% | Q2 2019 | Q3 2023 | 18 |
INTACT INVESTMENT MANAGEMENT INC. | 11 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 18 |
Regal Investment Advisors LLC | 7 | 1 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q4 2022 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 18 |
ZEKE CAPITAL ADVISORS, LLC | 12 | 2 | 0.02% | 0.06% | 0.20% | Q1 2017 | Q4 2022 | 18 |
Patriot Financial Group Insurance Agency, LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q2 2022 | 18 |
OXFORD ASSET MANAGEMENT LLP | 6 | 2 | 0.01% | 0.18% | 0.72% | Q2 2013 | Q4 2019 | 18 |
Jump Trading, LLC | 3 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q1 2019 | 18 |
L & S Advisors Inc | 11 | 3 | 0.16% | 0.35% | 1.04% | Q2 2017 | Q4 2022 | 18 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.07% | 0.27% | Q2 2015 | Q3 2023 | 18 |
NumerixS Investment Technologies Inc | 12 | 3 | 0.06% | 0.64% | 2.40% | Q1 2015 | Q1 2020 | 18 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 11 | 7 | 0.00% | 0.05% | 0.20% | Q4 2015 | Q4 2022 | 18 |
Princeton Portfolio Strategies Group LLC | 18 | 18 | 0.09% | 0.58% | 1.39% | Q1 2017 | Q2 2021 | 18 |
WRIGHT INVESTORS SERVICE INC | 17 | 1 | 0.10% | 0.59% | 1.20% | Q3 2015 | Q1 2020 | 18 |
Lenox Wealth Advisors, LLC | 17 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q1 2022 | 18 |
Cornerstone Capital, Inc. | 18 | 18 | 0.08% | 0.76% | 1.49% | Q2 2019 | Q3 2023 | 18 |
Boston Partners | 18 | 18 | 0.00% | 0.20% | 0.31% | Q2 2013 | Q3 2017 | 18 |
MILES CAPITAL, INC. | 18 | 18 | 0.14% | 0.27% | 0.41% | Q4 2015 | Q1 2020 | 18 |
Gs Investments, Inc. | 15 | 3 | 0.69% | 1.11% | 2.39% | Q1 2019 | Q3 2023 | 18 |
Karpus Management, Inc. | 11 | 7 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2019 | 18 |
Fernwood Investment Management, LLC | 18 | 18 | 0.61% | 0.73% | 0.87% | Q2 2019 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.03% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 18 |
Oak Asset Management, LLC | 13 | 5 | 1.12% | 1.46% | 1.84% | Q1 2019 | Q3 2023 | 18 |
CALTON & ASSOCIATES, INC. | 17 | 1 | 0.04% | 0.09% | 0.16% | Q4 2017 | Q2 2023 | 18 |
LOOMIS SAYLES & CO L P | 8 | 1 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 18 |
Financial Advocates Investment Management | 14 | 4 | 0.03% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 18 |
COLONY GROUP LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 18 |
HARRIS ASSOCIATES L P | 18 | 18 | 0.00% | 1.10% | 2.13% | Q1 2019 | Q2 2023 | 18 |
Wealthstreet Investment Advisors, LLC | 18 | 18 | 0.08% | 0.28% | 0.97% | Q4 2017 | Q1 2022 | 18 |
Simplicity Solutions, LLC | 8 | 1 | 0.01% | 0.04% | 0.26% | Q4 2015 | Q3 2023 | 18 |
Independence Bank of Kentucky | 18 | 18 | 0.00% | 0.11% | 0.40% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q3 2017 | 18 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 1 | 0.00% | 0.05% | 0.12% | Q1 2014 | Q3 2023 | 18 |
MGO ONE SEVEN LLC | 15 | 1 | 0.01% | 0.11% | 0.23% | Q4 2017 | Q3 2023 | 18 |
Bangor Savings Bank | 18 | 18 | 0.15% | 0.21% | 0.27% | Q2 2019 | Q3 2023 | 18 |
Spot Trading L.L.C | 9 | 1 | 0.00% | 0.03% | 0.14% | Q3 2013 | Q1 2017 | 18 |
Cumberland Partners Ltd | 13 | 2 | 0.10% | 1.04% | 1.95% | Q4 2018 | Q3 2023 | 17 |
Resource Management, LLC | 17 | 17 | 0.06% | 0.11% | 0.18% | Q4 2017 | Q4 2021 | 17 |
Buckley Wealth Management, LLC | 12 | 1 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 17 |
SYMPHONY ASSET MANAGEMENT LLC | 17 | 17 | 0.07% | 0.18% | 0.32% | Q2 2014 | Q2 2018 | 17 |
Nippon Life Global Investors Americas, Inc. | 17 | 17 | 0.13% | 0.24% | 0.56% | Q4 2017 | Q4 2021 | 17 |
FORVIS Wealth Advisors, LLC | 16 | 1 | 0.02% | 0.06% | 0.11% | Q1 2019 | Q3 2023 | 17 |
Compagnie Lombard Odier SCmA | 8 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2021 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.05% | 0.08% | 0.13% | Q1 2019 | Q2 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Diametric Capital, LP | 14 | 3 | 0.13% | 0.32% | 0.80% | Q4 2018 | Q3 2023 | 17 |
DELTA FINANCIAL ADVISORS LLC | 14 | 3 | 0.12% | 0.34% | 0.47% | Q2 2019 | Q3 2023 | 17 |
Gilman Hill Asset Management, LLC | 11 | 1 | 0.04% | 0.11% | 0.18% | Q3 2018 | Q3 2023 | 17 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.02% | 0.04% | 0.14% | Q2 2016 | Q3 2020 | 17 |
FIRST FINANCIAL CORP /IN/ | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 17 |
Vectors Research Management, LLC | 17 | 17 | 0.01% | 0.08% | 0.14% | Q3 2018 | Q3 2022 | 17 |
TOWER BRIDGE ADVISORS | 17 | 17 | 0.07% | 0.32% | 0.48% | Q3 2019 | Q3 2023 | 17 |
Cresset Asset Management, LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
LAKE STREET FINANCIAL LLC | 13 | 4 | 0.07% | 0.41% | 1.74% | Q1 2019 | Q3 2023 | 17 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 17 | 17 | 0.16% | 0.18% | 0.22% | Q3 2019 | Q3 2023 | 17 |
Western Wealth Management, LLC | 8 | 3 | 0.03% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 17 |
Alpha Omega Wealth Management LLC | 15 | 2 | 0.00% | 0.57% | 0.89% | Q1 2019 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.01% | 0.18% | 0.51% | Q4 2018 | Q3 2023 | 17 |
Covington Capital Management | 15 | 2 | 0.00% | 0.36% | 0.62% | Q3 2017 | Q3 2022 | 17 |
Caprock Group, LLC | 13 | 4 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 17 |
Virtu Financial LLC | 6 | 1 | 0.01% | 0.10% | 0.22% | Q1 2014 | Q3 2023 | 17 |
HOWARD HUGHES MEDICAL INSTITUTE | 17 | 17 | 0.12% | 0.98% | 2.39% | Q2 2013 | Q2 2017 | 17 |
SEEYOND | 17 | 17 | 0.05% | 0.29% | 0.82% | Q4 2018 | Q4 2022 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 17 |
Narwhal Capital Management | 17 | 17 | 0.12% | 0.52% | 0.86% | Q3 2019 | Q3 2023 | 17 |
Zurich Insurance Group Ltd/FI | 17 | 17 | 0.11% | 0.27% | 0.75% | Q3 2015 | Q3 2019 | 17 |
Fairbanks Capital Management, Inc. | 11 | 6 | 0.31% | 0.87% | 1.06% | Q2 2019 | Q3 2023 | 17 |
Clearstead Advisors, LLC | 15 | 2 | 0.02% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 17 |
Barry Investment Advisors, LLC | 14 | 3 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q3 2023 | 17 |
VAN ECK ASSOCIATES CORP | 15 | 2 | 0.00% | 0.25% | 0.50% | Q4 2014 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.11% | 0.21% | Q2 2013 | Q2 2017 | 17 |
Gates Capital Management | 13 | 2 | 1.44% | 3.23% | 5.26% | Q1 2019 | Q1 2023 | 17 |
DUBUQUE BANK & TRUST CO | 17 | 17 | 0.00% | 0.13% | 0.72% | Q1 2015 | Q1 2019 | 17 |
KING LUTHER CAPITAL MANAGEMENT CORP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2020 | 17 |
Clean Yield Group | 10 | 7 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Cambria Investment Management, L.P. | 17 | 17 | 0.07% | 0.22% | 0.39% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q1 2022 | 17 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15 | 2 | 0.00% | 0.11% | 0.60% | Q1 2018 | Q3 2023 | 17 |
Executive Wealth Management, LLC | 14 | 3 | 0.00% | 0.11% | 0.24% | Q4 2018 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2017 | 17 |
CHOREO, LLC | 17 | 17 | 0.04% | 0.06% | 0.10% | Q4 2016 | Q4 2020 | 17 |
LINCOLN NATIONAL CORP | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.15% | 0.24% | 0.37% | Q2 2013 | Q1 2017 | 16 |
Plante Moran Financial Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 16 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 1 | 0.00% | 0.07% | 0.34% | Q3 2015 | Q3 2023 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Montecito Bank & Trust | 15 | 1 | 0.07% | 0.11% | 0.13% | Q4 2015 | Q2 2020 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.03% | 0.11% | 0.39% | Q4 2018 | Q3 2022 | 16 |
GRIFFIN ASSET MANAGEMENT, INC. | 15 | 1 | 0.01% | 0.25% | 0.35% | Q2 2019 | Q3 2023 | 16 |
Atlantic Union Bankshares Corp | 16 | 16 | 0.12% | 0.19% | 0.32% | Q2 2019 | Q1 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.78% | 1.00% | 1.18% | Q4 2019 | Q3 2023 | 16 |
BOSTON ADVISORS LLC | 10 | 6 | 0.01% | 0.11% | 0.76% | Q2 2014 | Q3 2019 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.08% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Probabilities Fund Management, LLC | 8 | 8 | 0.40% | 0.86% | 1.45% | Q4 2017 | Q4 2021 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q3 2019 | 16 |
SEARLE & CO. | 12 | 1 | 0.04% | 0.09% | 0.12% | Q4 2014 | Q3 2023 | 16 |
LaFleur & Godfrey LLC | 16 | 16 | 0.04% | 0.20% | 0.42% | Q2 2019 | Q1 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 1.94% | 2.43% | 2.78% | Q4 2019 | Q3 2023 | 16 |
MCF Advisors LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2012 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Sequoia Financial Advisors, LLC | 12 | 4 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 16 |
B. Riley Wealth Management, Inc. | 10 | 1 | 0.00% | 0.06% | 0.14% | Q1 2014 | Q2 2022 | 16 |
Brookstone Capital Management | 14 | 2 | 0.00% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BOSTON FAMILY OFFICE LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
RNC CAPITAL MANAGEMENT LLC | 9 | 7 | 0.02% | 0.15% | 0.30% | Q4 2016 | Q3 2023 | 16 |
Heritage Wealth Advisors | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Tempus Wealth Planning, LLC | 16 | 16 | 0.19% | 0.36% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Focused Wealth Management, Inc | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 16 |
Carnegie Capital Asset Management, LLC | 8 | 1 | 0.02% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.06% | 0.16% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Carolina Wealth Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.24% | 0.33% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Zweig-DiMenna Associates LLC | 15 | 15 | 0.60% | 1.77% | 4.08% | Q2 2013 | Q4 2016 | 16 |
BEAM WEALTH ADVISORS, INC. | 16 | 16 | 0.17% | 0.25% | 0.41% | Q4 2019 | Q3 2023 | 16 |
MARTINGALE ASSET MANAGEMENT L P | 11 | 1 | 0.01% | 0.17% | 0.45% | Q1 2014 | Q4 2022 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.02% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Main Street Research LLC | 16 | 16 | 0.03% | 0.05% | 0.09% | Q2 2017 | Q1 2021 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.07% | 0.31% | Q4 2019 | Q3 2023 | 16 |
WealthBridge Investment Counsel Inc. | 16 | 16 | 1.95% | 2.44% | 3.06% | Q4 2019 | Q3 2023 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.11% | 0.16% | 0.25% | Q4 2019 | Q3 2023 | 16 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 16 | 16 | 0.84% | 1.28% | 1.75% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
ST GERMAIN D J CO INC | 13 | 3 | 0.22% | 0.33% | 1.50% | Q4 2019 | Q4 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.07% | 0.21% | Q4 2019 | Q3 2023 | 16 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 12 | 1 | 0.01% | 0.19% | 0.49% | Q2 2013 | Q3 2018 | 16 |
Lido Advisors, LLC | 9 | 1 | 0.01% | 0.07% | 0.13% | Q2 2017 | Q3 2023 | 16 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 10 | 6 | 2.56% | 4.41% | 7.45% | Q2 2014 | Q2 2018 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.29% | 0.75% | 1.06% | Q4 2019 | Q3 2023 | 16 |
Maple Capital Management, Inc. | 16 | 16 | 1.20% | 1.41% | 1.64% | Q4 2019 | Q3 2023 | 16 |
MARIETTA INVESTMENT PARTNERS LLC | 12 | 4 | 0.14% | 1.61% | 3.38% | Q1 2014 | Q2 2018 | 16 |
PINNACLE FINANCIAL PARTNERS INC | 16 | 16 | 0.04% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Dorsey Wright & Associates | 15 | 15 | 0.45% | 1.71% | 3.87% | Q2 2013 | Q4 2016 | 15 |
HBW ADVISORY SERVICES LLC | 15 | 15 | 0.19% | 1.06% | 1.31% | Q1 2020 | Q3 2023 | 15 |
Fiduciary Trust Co International of Pennsylvania | 12 | 3 | 0.02% | 0.12% | 0.45% | Q2 2016 | Q1 2020 | 15 |
Xcel Wealth Management, LLC | 15 | 15 | 0.69% | 0.82% | 0.92% | Q1 2020 | Q3 2023 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.05% | 0.32% | 0.62% | Q1 2020 | Q3 2023 | 15 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 15 | 15 | 0.25% | 0.35% | 0.48% | Q1 2020 | Q3 2023 | 15 |
CAXTON ASSOCIATES LP | 8 | 1 | 0.01% | 0.18% | 0.57% | Q3 2014 | Q4 2021 | 15 |
Virtu KCG Holdings LLC | 10 | 2 | 0.00% | 0.03% | 0.16% | Q3 2013 | Q2 2017 | 15 |
Doyle Wealth Management | 14 | 1 | 0.00% | 0.08% | 0.23% | Q4 2018 | Q3 2022 | 15 |
Impala Asset Management LLC | 8 | 7 | 0.01% | 0.45% | 1.65% | Q4 2013 | Q4 2018 | 15 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 15 | 15 | 1.17% | 2.88% | 4.07% | Q2 2013 | Q4 2016 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.12% | 0.54% | Q4 2015 | Q2 2019 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q4 2016 | 15 |
Alhambra Investment Management LLC | 14 | 1 | 0.20% | 0.24% | 0.31% | Q4 2019 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.02% | 0.02% | 0.03% | Q3 2011 | Q3 2015 | 15 |
Teza Capital Management LLC | 3 | 1 | 0.11% | 0.33% | 0.73% | Q4 2016 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.08% | 0.14% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Rafferty Asset Management, LLC | 10 | 5 | 0.01% | 0.03% | 0.16% | Q4 2015 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.03% | 0.20% | 0.66% | Q1 2017 | Q3 2020 | 15 |
ICW Investment Advisors LLC | 14 | 1 | 0.09% | 0.17% | 0.19% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Meridian Wealth Management, LLC | 13 | 1 | 0.02% | 0.06% | 0.13% | Q2 2018 | Q3 2023 | 15 |
Newman Dignan & Sheerar, Inc. | 14 | 1 | 0.02% | 0.12% | 0.17% | Q4 2019 | Q3 2023 | 15 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.02% | 0.20% | 0.66% | Q2 2015 | Q4 2022 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.03% | 0.14% | 0.31% | Q2 2013 | Q4 2016 | 15 |
Arkadios Wealth Advisors | 8 | 7 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q4 2016 | 15 |
Penobscot Investment Management Company, Inc. | 14 | 1 | 0.06% | 0.23% | 0.43% | Q4 2017 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Capital International Investors | 14 | 1 | 0.01% | 0.15% | 0.58% | Q3 2018 | Q3 2023 | 15 |
CYPRESS CAPITAL MANAGEMENT LLC | 15 | 15 | 0.33% | 0.66% | 1.06% | Q1 2019 | Q3 2022 | 15 |
ETF MANAGERS GROUP, LLC | 7 | 1 | 0.00% | 0.06% | 0.58% | Q1 2016 | Q4 2021 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.11% | 0.25% | Q2 2013 | Q4 2016 | 15 |
Gerber Kawasaki Wealth & Investment Management | 9 | 1 | 0.00% | 0.55% | 1.39% | Q2 2016 | Q3 2021 | 15 |
Lone Pine Capital | 15 | 15 | 2.39% | 5.02% | 6.86% | Q3 2015 | Q1 2019 | 15 |
VALINOR MANAGEMENT, L.P. | 12 | 1 | 2.23% | 5.29% | 7.46% | Q3 2015 | Q1 2020 | 15 |
Cypress Capital Group | 12 | 3 | 0.04% | 0.17% | 0.46% | Q1 2017 | Q2 2023 | 15 |
WEALTH ADVISORS, INC. | 12 | 1 | 0.01% | 0.25% | 0.54% | Q2 2020 | Q3 2023 | 15 |
BAMCO INC /NY/ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
Meridian Financial Partners LLC | 15 | 15 | 0.41% | 0.70% | 1.31% | Q1 2020 | Q3 2023 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 0.42% | 0.53% | 0.76% | Q1 2020 | Q3 2023 | 15 |
ROOSEVELT INVESTMENT GROUP LLC | 15 | 15 | 0.99% | 1.59% | 1.97% | Q1 2019 | Q3 2022 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.00% | 0.03% | 0.13% | Q3 2018 | Q1 2023 | 15 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15 | 15 | 0.10% | 0.15% | 0.20% | Q2 2016 | Q4 2019 | 15 |
CX Institutional | 12 | 1 | 0.00% | 0.06% | 0.29% | Q1 2019 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 2 | 0.08% | 0.13% | 0.24% | Q4 2019 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.05% | 0.12% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Rikoon Group, LLC | 15 | 15 | 0.08% | 0.11% | 0.13% | Q4 2016 | Q2 2020 | 15 |
Jacobsen Capital Management | 12 | 3 | 0.11% | 0.21% | 0.34% | Q2 2019 | Q1 2023 | 15 |
Larson Financial Group LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
SUMITOMO LIFE INSURANCE CO | 15 | 15 | 0.10% | 0.22% | 0.33% | Q3 2013 | Q1 2017 | 15 |
BRIGHTON JONES LLC | 12 | 1 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 15 |
MAPLELANE CAPITAL, LLC | 6 | 2 | 0.00% | 0.71% | 2.08% | Q4 2013 | Q4 2018 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.05% | 0.07% | 0.15% | Q2 2016 | Q4 2019 | 15 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.07% | 0.22% | Q2 2018 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q4 2016 | 15 |
Phoenix Holdings Ltd. | 12 | 3 | 0.00% | 0.82% | 2.54% | Q3 2019 | Q3 2023 | 15 |
Manning & Napier Group, LLC | 15 | 15 | 0.15% | 0.37% | 0.57% | Q1 2020 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 14 | 14 | 0.03% | 0.28% | 1.75% | Q1 2016 | Q2 2019 | 14 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 14 |
ZACKS INVESTMENT MANAGEMENT | 7 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 14 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 14 |
CHATHAM CAPITAL GROUP, INC. | 13 | 1 | 0.04% | 0.44% | 0.87% | Q1 2019 | Q3 2023 | 14 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 1 | 0.00% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 14 |
HANSEATIC MANAGEMENT SERVICES INC | 14 | 14 | 0.03% | 1.07% | 2.00% | Q2 2013 | Q3 2016 | 14 |
VESTOR CAPITAL, LLC | 13 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
WESTWOOD HOLDINGS GROUP INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
Natixis Investment Managers International | 6 | 2 | 0.03% | 0.07% | 0.19% | Q1 2015 | Q2 2022 | 14 |
CADENCE CAPITAL MANAGEMENT LLC | 14 | 14 | 0.06% | 0.26% | 0.38% | Q1 2014 | Q2 2017 | 14 |
Geneva Advisors, LLC | 13 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 14 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 7 | 1 | 0.12% | 0.14% | 0.21% | Q1 2019 | Q1 2023 | 14 |
Cadence Bank | 14 | 14 | 0.60% | 0.77% | 0.98% | Q2 2020 | Q3 2023 | 14 |
Laffer Tengler Investments, Inc. | 5 | 4 | 0.00% | 0.38% | 0.68% | Q2 2015 | Q3 2022 | 14 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 11 | 3 | 0.01% | 0.36% | 0.89% | Q1 2015 | Q3 2018 | 14 |
First Pacific Advisors, LP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 14 |
Newbrook Capital Advisors LP | 14 | 14 | 0.89% | 8.10% | 12.87% | Q3 2015 | Q4 2018 | 14 |
Hudson Bay Capital Management LP | 5 | 1 | 0.02% | 0.38% | 1.45% | Q2 2013 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Ninety One UK Ltd | 9 | 1 | 0.02% | 0.10% | 0.20% | Q1 2016 | Q3 2023 | 14 |
K.J. Harrison & Partners Inc | 14 | 14 | 0.08% | 0.44% | 0.84% | Q1 2018 | Q2 2021 | 14 |
Altavista Wealth Management, Inc. | 14 | 14 | 0.26% | 0.34% | 0.39% | Q3 2018 | Q4 2021 | 14 |
Shelter Mutual Insurance Co | 14 | 14 | 0.61% | 0.68% | 0.77% | Q2 2020 | Q3 2023 | 14 |
Shelter Ins Retirement Plan | 14 | 14 | 0.51% | 0.81% | 1.29% | Q2 2020 | Q3 2023 | 14 |
Corvid Peak Capital Management, LLC | 14 | 14 | 4.41% | 7.05% | 10.18% | Q3 2013 | Q4 2016 | 14 |
Reynders McVeigh Capital Management, LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
TPG Group Holdings (SBS) Advisors, Inc. | 14 | 14 | 0.05% | 0.22% | 0.48% | Q4 2013 | Q1 2017 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2016 | 14 |
Antipodean Advisors LLC | 14 | 14 | 2.14% | 6.59% | 11.10% | Q3 2013 | Q4 2016 | 14 |
Edgestream Partners, L.P. | 3 | 1 | 0.02% | 0.59% | 2.29% | Q2 2014 | Q3 2023 | 14 |
Copeland Capital Management, LLC | 8 | 6 | 0.04% | 0.34% | 0.58% | Q1 2017 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
BW Gestao de Investimentos Ltda. | 9 | 2 | 0.21% | 0.43% | 0.73% | Q4 2013 | Q3 2018 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 14 | 0.34% | 0.58% | 0.82% | Q2 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.08% | 0.25% | 0.36% | Q4 2013 | Q1 2017 | 14 |
EverPoint Asset Management, LLC | 10 | 10 | 0.13% | 0.43% | 1.02% | Q3 2014 | Q4 2016 | 14 |
MV CAPITAL MANAGEMENT, INC. | 11 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.03% | 0.06% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Sciencast Management LP | 3 | 1 | 0.11% | 0.36% | 0.96% | Q2 2016 | Q3 2023 | 14 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 9 | 2 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2021 | 14 |
Gilbert & Cook, Inc. | 14 | 14 | 0.07% | 0.11% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Catamount Wealth Management | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
Corient Capital Partners, LLC | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q3 2022 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2023 | 14 |
Ridgewood Investments LLC | 12 | 2 | 0.02% | 0.38% | 0.65% | Q1 2019 | Q2 2023 | 14 |
Clearstead Trust, LLC | 6 | 3 | 0.00% | 0.04% | 0.11% | Q2 2017 | Q3 2023 | 14 |
TIAA, FSB | 9 | 5 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q2 2023 | 14 |
Wealth Advisors of Tampa Bay, LLC | 14 | 14 | 0.68% | 0.89% | 1.09% | Q1 2020 | Q2 2023 | 14 |
SeaCrest Wealth Management, LLC | 9 | 1 | 0.01% | 0.06% | 0.17% | Q4 2017 | Q2 2022 | 14 |
Global Trust Asset Management, LLC | 12 | 2 | 0.01% | 0.05% | 0.32% | Q4 2017 | Q3 2023 | 14 |
Nikulski Financial, Inc. | 14 | 14 | 0.15% | 0.18% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Centerpoint Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Kavar Capital Partners, LLC | 11 | 3 | 0.02% | 0.62% | 1.06% | Q2 2015 | Q3 2020 | 14 |
Quantinno Capital Management LP | 8 | 1 | 0.02% | 0.17% | 0.46% | Q3 2019 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 14 |
FORTEM FINANCIAL GROUP, LLC | 14 | 14 | 0.12% | 0.59% | 1.18% | Q4 2018 | Q1 2022 | 14 |
HNP Capital LLC | 9 | 1 | 0.06% | 0.11% | 0.16% | Q1 2019 | Q4 2022 | 14 |
Venture Visionary Partners LLC | 14 | 14 | 0.06% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.14% | 0.19% | 0.26% | Q2 2020 | Q3 2023 | 14 |
PFS INVESTMENTS INC. | 14 | 14 | 0.01% | 0.06% | 0.13% | Q1 2020 | Q2 2023 | 14 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
U S GLOBAL INVESTORS INC | 7 | 1 | 0.02% | 0.15% | 0.29% | Q2 2013 | Q4 2022 | 14 |
VALLEY NATIONAL ADVISERS INC | 10 | 4 | 0.00% | 0.43% | 0.87% | Q3 2019 | Q3 2023 | 14 |
QUALCOMM INC/DE | 14 | 14 | 0.05% | 0.14% | 0.26% | Q2 2013 | Q3 2016 | 14 |
NAVELLIER & ASSOCIATES INC | 12 | 2 | 0.02% | 0.25% | 1.60% | Q1 2014 | Q3 2019 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.20% | 0.33% | 0.41% | Q2 2013 | Q3 2016 | 14 |
BTR CAPITAL MANAGEMENT INC | 14 | 14 | 0.19% | 1.04% | 1.39% | Q2 2019 | Q3 2022 | 14 |
Capital International, Inc./CA/ | 14 | 14 | 0.19% | 0.27% | 0.42% | Q2 2020 | Q3 2023 | 14 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 14 | 14 | 0.02% | 0.07% | 0.14% | Q4 2015 | Q1 2019 | 14 |
EAGLE CAPITAL MANAGEMENT LLC | 14 | 14 | 0.00% | 1.64% | 2.60% | Q2 2013 | Q3 2016 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2016 | 14 |
A.R.T. Advisors, LLC | 3 | 1 | 0.06% | 0.18% | 0.36% | Q4 2013 | Q4 2019 | 13 |
ATALANTA SOSNOFF CAPITAL, LLC | 4 | 1 | 0.01% | 0.50% | 1.77% | Q3 2014 | Q3 2021 | 13 |
Key FInancial Inc | 12 | 1 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 13 |
First National Bank of Hutchinson | 11 | 2 | 0.16% | 0.39% | 0.58% | Q3 2016 | Q4 2019 | 13 |
Capital Advisory Group Advisory Services, LLC | 12 | 1 | 0.08% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 13 |
FMA ADVISORY INC | 13 | 13 | 0.33% | 0.68% | 0.90% | Q3 2018 | Q3 2021 | 13 |
AdvisorShares Investments LLC | 13 | 13 | 0.01% | 0.06% | 0.15% | Q4 2019 | Q4 2022 | 13 |
RWC Asset Management LLP | 9 | 2 | 0.20% | 0.64% | 1.40% | Q4 2014 | Q3 2018 | 13 |
MITCHELL CAPITAL MANAGEMENT CO | 11 | 2 | 0.78% | 1.68% | 2.72% | Q3 2016 | Q4 2019 | 13 |
BAINCO INTERNATIONAL INVESTORS | 13 | 13 | 0.55% | 0.73% | 0.93% | Q4 2017 | Q4 2020 | 13 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Fieldpoint Private Securities, LLC | 7 | 6 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2022 | 13 |
MERIDIAN INVESTMENT COUNSEL INC. | 13 | 13 | 0.26% | 0.30% | 0.38% | Q3 2020 | Q3 2023 | 13 |
Sugarloaf Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Cito Capital Group, LLC | 13 | 13 | 0.10% | 0.11% | 0.13% | Q3 2020 | Q3 2023 | 13 |
CORNERCAP INVESTMENT COUNSEL INC | 6 | 2 | 0.06% | 0.21% | 0.47% | Q3 2017 | Q1 2022 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.05% | 0.17% | Q2 2015 | Q2 2018 | 13 |
ICON ADVISERS INC/CO | 13 | 13 | 0.02% | 0.14% | 0.40% | Q1 2016 | Q1 2019 | 13 |
Aries Wealth Management | 7 | 6 | 0.13% | 0.22% | 0.30% | Q2 2020 | Q3 2023 | 13 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 12 | 1 | 0.01% | 0.22% | 0.44% | Q2 2013 | Q1 2019 | 13 |
GILDER GAGNON HOWE & CO LLC | 13 | 13 | 0.00% | 0.10% | 0.15% | Q4 2015 | Q4 2018 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.07% | 0.11% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Ellevest, Inc. | 7 | 6 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 13 |
Sharkey, Howes & Javer | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2019 | 13 |
Prospera Financial Services Inc | 7 | 1 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 13 |
180 WEALTH ADVISORS, LLC | 7 | 2 | 0.04% | 0.12% | 0.23% | Q4 2017 | Q4 2021 | 13 |
NIPPON LIFE INSURANCE CO | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q3 2017 | 13 |
Holocene Advisors, LP | 5 | 1 | 0.01% | 0.61% | 1.83% | Q4 2017 | Q3 2023 | 13 |
MOSELEY INVESTMENT MANAGEMENT INC | 12 | 12 | 0.00% | 0.25% | 0.41% | Q1 2019 | Q4 2021 | 13 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 13 |
PARK NATIONAL CORP /OH/ | 12 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2023 | 13 |
FORESTERS ASSET MANAGEMENT INC. | 13 | 13 | 0.02% | 0.18% | 0.53% | Q2 2016 | Q2 2019 | 13 |
Community Capital Management, LLC | 13 | 13 | 0.50% | 0.91% | 1.28% | Q3 2020 | Q3 2023 | 13 |
Hudock, Inc. | 10 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 13 |
CHEMUNG CANAL TRUST CO | 13 | 13 | 0.12% | 0.46% | 1.74% | Q4 2020 | Q4 2023 | 13 |
TURNER INVESTMENTS LLC | 13 | 13 | 0.03% | 0.65% | 2.01% | Q3 2013 | Q3 2016 | 13 |
Rehmann Capital Advisory Group | 10 | 3 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q3 2019 | 13 |
HC FINANCIAL ADVISORS INC | 12 | 1 | 0.43% | 0.53% | 0.67% | Q1 2018 | Q2 2022 | 13 |
WADE G W & INC | 11 | 2 | 0.01% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 13 |
Gibraltar Capital Management, Inc. | 13 | 13 | 2.40% | 2.67% | 2.94% | Q3 2020 | Q3 2023 | 13 |
SII INVESTMENTS INC/WI | 12 | 1 | 0.02% | 0.06% | 0.12% | Q2 2014 | Q4 2017 | 13 |
HRS Investment Holdings, LLC | 13 | 13 | 1.38% | 2.11% | 3.16% | Q4 2015 | Q4 2018 | 13 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 13 |
RAINIER INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.09% | 0.62% | 0.92% | Q3 2014 | Q3 2017 | 13 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.10% | 0.48% | Q2 2013 | Q3 2018 | 13 |
Tradewinds Capital Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q1 2022 | 13 |
PGGM Investments | 6 | 2 | 0.00% | 0.12% | 0.28% | Q1 2013 | Q3 2023 | 13 |
Stratos Wealth Advisors, LLC | 13 | 13 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
MU Investments Co., Ltd. | 10 | 3 | 0.02% | 0.07% | 0.17% | Q1 2014 | Q4 2017 | 13 |
McLean Asset Management Corp | 13 | 13 | 0.08% | 0.11% | 0.18% | Q4 2020 | Q4 2023 | 13 |
SCHOLTZ & COMPANY, LLC | 13 | 13 | 1.48% | 3.61% | 5.01% | Q3 2015 | Q3 2018 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
BECK CAPITAL MANAGEMENT, LLC | 12 | 1 | 0.09% | 1.14% | 1.55% | Q3 2018 | Q1 2023 | 13 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.05% | 0.21% | Q4 2015 | Q2 2023 | 13 |
Aspire Private Capital, LLC | 12 | 1 | 0.00% | 0.00% | 0.03% | Q1 2019 | Q3 2023 | 13 |
Sky Investment Group LLC | 13 | 13 | 0.17% | 0.48% | 0.69% | Q3 2018 | Q3 2021 | 13 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6 | 3 | 0.05% | 0.44% | 2.11% | Q4 2015 | Q4 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Spouting Rock Asset Management, LLC | 7 | 6 | 0.32% | 0.76% | 1.18% | Q4 2019 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
BRINKER CAPITAL INC | 12 | 1 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q2 2020 | 13 |
C M BIDWELL & ASSOCIATES LTD | 7 | 1 | 0.00% | 0.64% | 2.10% | Q1 2016 | Q3 2023 | 13 |
Parkwood LLC | 9 | 1 | 0.02% | 0.21% | 1.38% | Q4 2013 | Q2 2017 | 13 |
DELTA LLOYD NV | 13 | 13 | 0.01% | 0.04% | 0.07% | Q3 2013 | Q3 2016 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.01% | 0.08% | 0.26% | Q4 2019 | Q4 2022 | 13 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 2 | 0.02% | 0.71% | 1.89% | Q3 2018 | Q3 2023 | 13 |
FRED ALGER MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 13 |
IEQ CAPITAL, LLC | 11 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Osborn Williams & Donohoe LLC | 13 | 13 | 0.04% | 0.18% | 0.41% | Q1 2017 | Q1 2020 | 13 |
Modus Advisors, LLC | 12 | 1 | 0.07% | 0.10% | 0.11% | Q2 2020 | Q4 2023 | 13 |
Camarda Financial Advisors, LLC | 5 | 2 | 0.00% | 0.08% | 0.26% | Q1 2014 | Q2 2019 | 13 |
CHASE INVESTMENT COUNSEL CORP | 13 | 13 | 1.05% | 2.10% | 2.87% | Q4 2013 | Q4 2016 | 13 |
Parasol Investment Management, LLC | 13 | 13 | 0.05% | 0.11% | 0.19% | Q4 2013 | Q4 2016 | 13 |
XML Financial, LLC | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
NuWave Investment Management, LLC | 7 | 1 | 0.00% | 0.34% | 1.94% | Q4 2017 | Q3 2022 | 13 |
Graham Capital Management, L.P. | 6 | 1 | 0.01% | 0.11% | 0.26% | Q4 2017 | Q3 2023 | 13 |
NCM Capital Advisers, Inc. | 12 | 12 | 0.97% | 1.46% | 2.22% | Q2 2013 | Q1 2016 | 12 |
Keeley-Teton Advisors, LLC | 11 | 1 | 0.05% | 0.08% | 0.11% | Q3 2018 | Q3 2021 | 12 |
Bedell Frazier Investment Counselling, LLC | 12 | 12 | 1.27% | 1.46% | 1.74% | Q4 2020 | Q3 2023 | 12 |
Summit X, LLC | 7 | 2 | 0.05% | 0.11% | 0.27% | Q2 2019 | Q2 2023 | 12 |
UNITED BANK | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
FIL Ltd | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q1 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.04% | 0.25% | 0.96% | Q2 2013 | Q1 2016 | 12 |
Wealth Advisors of Iowa, LLC | 12 | 12 | 0.12% | 0.22% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Hillman Capital Management, Inc. | 12 | 12 | 0.09% | 0.17% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Scott & Selber, Inc. | 8 | 4 | 1.18% | 1.86% | 2.52% | Q1 2015 | Q3 2018 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.06% | 0.14% | 0.21% | Q4 2020 | Q3 2023 | 12 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 12 | 12 | 1.35% | 5.42% | 8.00% | Q4 2014 | Q3 2017 | 12 |
STEEL GROVE CAPITAL ADVISORS, LLC | 9 | 1 | 0.02% | 0.11% | 0.17% | Q4 2016 | Q3 2023 | 12 |
Quantitative Systematic Strategies LLC | 5 | 1 | 0.08% | 0.23% | 0.55% | Q3 2014 | Q2 2021 | 12 |
LAU ASSOCIATES LLC | 12 | 12 | 0.56% | 0.99% | 1.39% | Q1 2017 | Q4 2019 | 12 |
MRJ CAPITAL INC | 12 | 12 | 1.72% | 2.14% | 2.35% | Q1 2019 | Q4 2021 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.06% | 0.09% | 0.22% | Q4 2020 | Q3 2023 | 12 |
AGF INVESTMENTS INC. | 9 | 3 | 0.00% | 0.98% | 1.73% | Q2 2016 | Q3 2022 | 12 |
GERMAN AMERICAN BANCORP, INC. | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
2Xideas AG | 12 | 12 | 0.74% | 0.95% | 1.36% | Q4 2020 | Q3 2023 | 12 |
RENAISSANCE GROUP LLC | 12 | 12 | 0.01% | 0.12% | 0.14% | Q2 2013 | Q1 2016 | 12 |
Cognios Capital, LLC | 12 | 12 | 0.74% | 0.85% | 0.93% | Q2 2017 | Q1 2020 | 12 |
Williams Jones Wealth Management, LLC. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 12 |
Ethic Inc. | 8 | 4 | 0.02% | 0.16% | 0.25% | Q4 2019 | Q3 2023 | 12 |
EMERALD ADVISERS, LLC | 10 | 2 | 0.01% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q1 2016 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Lombard Odier Asset Management (USA) Corp | 9 | 1 | 0.42% | 1.20% | 1.92% | Q2 2015 | Q3 2018 | 12 |
Catalyst Capital Advisors LLC | 7 | 2 | 0.00% | 0.15% | 1.03% | Q3 2015 | Q4 2022 | 12 |
Carlson Capital Management | 10 | 2 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Hilton Capital Management, LLC | 8 | 4 | 0.03% | 2.08% | 3.92% | Q1 2015 | Q4 2018 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q1 2016 | 12 |
MONECO Advisors, LLC | 11 | 1 | 0.12% | 0.18% | 0.28% | Q4 2018 | Q3 2023 | 12 |
Roundview Capital LLC | 10 | 2 | 0.05% | 0.08% | 0.19% | Q2 2017 | Q3 2021 | 12 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.35% | 1.79% | Q1 2018 | Q3 2023 | 12 |
HighPoint Advisor Group LLC | 11 | 1 | 0.05% | 0.08% | 0.12% | Q1 2019 | Q2 2022 | 12 |
YHB Investment Advisors, Inc. | 11 | 1 | 0.20% | 0.49% | 0.70% | Q2 2013 | Q2 2016 | 12 |
RiverGlades Family Offices LLC | 8 | 4 | 0.25% | 0.29% | 0.33% | Q3 2020 | Q3 2023 | 12 |
Psagot Value Holdings Ltd. | 11 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2021 | 12 |
Gerstein Fisher | 12 | 12 | 0.07% | 0.44% | 0.59% | Q4 2013 | Q3 2016 | 12 |
CIDEL ASSET MANAGEMENT INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 12 |
Infusive Asset Management Inc. | 12 | 12 | 2.61% | 6.75% | 12.36% | Q4 2020 | Q3 2023 | 12 |
LITTLE HOUSE CAPITAL LLC | 7 | 5 | 0.21% | 0.31% | 0.39% | Q4 2018 | Q4 2022 | 12 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 1 | 0.01% | 0.09% | 0.48% | Q2 2018 | Q3 2023 | 12 |
Scott Investment Partners LLP | 12 | 12 | 2.08% | 2.98% | 3.78% | Q4 2020 | Q3 2023 | 12 |
Concorde Asset Management, LLC | 7 | 5 | 0.38% | 0.56% | 0.79% | Q4 2014 | Q2 2018 | 12 |
Integre Asset Management, LLC | 12 | 12 | 0.76% | 1.35% | 2.50% | Q1 2017 | Q4 2019 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
FIRST INTERSTATE BANK | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q4 2019 | 12 |
Bank Pictet & Cie (Europe) AG | 11 | 1 | 0.04% | 0.07% | 0.14% | Q1 2016 | Q3 2023 | 12 |
GOODWIN DANIEL L | 12 | 12 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.76% | 0.88% | 0.98% | Q4 2020 | Q3 2023 | 12 |
Harbor Spring Capital, LLC | 12 | 12 | 2.05% | 3.35% | 5.84% | Q1 2017 | Q4 2019 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 1.12% | 1.47% | 1.82% | Q4 2020 | Q3 2023 | 12 |
ROPES WEALTH ADVISORS LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 12 |
Tufton Capital Management | 12 | 12 | 0.04% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Nelson Capital Management, LLC | 12 | 12 | 0.02% | 1.09% | 1.82% | Q4 2016 | Q3 2019 | 12 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.02% | 0.18% | Q1 2015 | Q3 2018 | 12 |
Joho Capital | 12 | 12 | 0.40% | 0.82% | 1.37% | Q4 2020 | Q3 2023 | 12 |
ADVISORY RESEARCH INC | 7 | 1 | 0.00% | 0.08% | 0.18% | Q1 2014 | Q2 2023 | 12 |
Claybrook Capital, LLC | 8 | 4 | 0.14% | 0.45% | 1.06% | Q2 2020 | Q2 2023 | 12 |
Neo Ivy Capital Management | 7 | 1 | 0.13% | 0.60% | 0.96% | Q4 2018 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.25% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Aevitas Wealth Management, Inc. | 12 | 12 | 0.79% | 0.95% | 1.12% | Q1 2020 | Q4 2022 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Clarius Group, LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Csenge Advisory Group | 8 | 1 | 0.01% | 0.05% | 0.10% | Q3 2017 | Q4 2022 | 12 |
Oliver Luxxe Assets LLC | 11 | 1 | 0.12% | 0.68% | 1.53% | Q4 2018 | Q4 2022 | 12 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 12 | 12 | 0.53% | 0.81% | 1.22% | Q2 2013 | Q1 2016 | 12 |
Canal Capital Management, LLC | 12 | 12 | 0.24% | 0.35% | 0.42% | Q1 2017 | Q4 2019 | 12 |
FIRST MERCANTILE TRUST CO | 8 | 4 | 0.00% | 0.06% | 0.24% | Q2 2013 | Q4 2019 | 12 |
Oak Harvest Investment Services | 12 | 12 | 1.13% | 1.62% | 1.82% | Q4 2020 | Q3 2023 | 12 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.92% | 1.22% | 1.71% | Q2 2020 | Q4 2022 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
COWEN INC. | 2 | 1 | 0.00% | 0.43% | 1.89% | Q1 2013 | Q3 2018 | 11 |
StoneX Group Inc. | 4 | 3 | 0.04% | 0.16% | 0.29% | Q4 2017 | Q2 2021 | 11 |
Barrett Asset Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 11 |
Euclid Advisors LLC | 9 | 1 | 0.06% | 0.52% | 1.56% | Q2 2013 | Q2 2016 | 11 |
SOROS CAPITAL MANAGEMENT LLC | 11 | 11 | 0.18% | 0.53% | 0.96% | Q1 2020 | Q3 2022 | 11 |
Lomas Capital Management, LLC | 7 | 4 | 1.24% | 2.41% | 4.68% | Q4 2015 | Q4 2019 | 11 |
Berkeley Capital Partners, LLC | 11 | 11 | 0.15% | 0.16% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Beacon Capital Management, Inc. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2016 | 11 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 4 | 0.01% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 11 |
Itau Unibanco Holding S.A. | 6 | 1 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q4 2022 | 11 |
CARILLON TOWER ADVISERS, INC. | 7 | 1 | 0.32% | 0.37% | 0.46% | Q4 2017 | Q4 2020 | 11 |
ICICI Prudential Asset Management Co Ltd | 11 | 11 | 0.33% | 1.22% | 2.89% | Q4 2020 | Q2 2023 | 11 |
Colonial Trust Advisors | 7 | 4 | 0.00% | 0.23% | 0.42% | Q2 2018 | Q3 2023 | 11 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Meru Capital Group, LP | 11 | 11 | 2.05% | 3.94% | 5.54% | Q3 2014 | Q1 2017 | 11 |
Bayesian Capital Management, LP | 2 | 1 | 0.03% | 0.50% | 1.08% | Q1 2016 | Q3 2023 | 11 |
AustralianSuper Pty Ltd | 10 | 1 | 0.00% | 0.22% | 0.56% | Q3 2019 | Q2 2023 | 11 |
CORNERSTONE ADVISORS INC | 5 | 1 | 0.00% | 0.21% | 0.30% | Q3 2015 | Q4 2021 | 11 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 11 | 11 | 0.25% | 0.85% | 1.25% | Q1 2016 | Q3 2018 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Castle Rock Wealth Management, LLC | 7 | 2 | 0.08% | 0.26% | 0.66% | Q2 2018 | Q3 2023 | 11 |
Vantage Consulting Group Inc | 10 | 1 | 0.01% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 11 |
Successful Portfolios LLC | 5 | 2 | 0.14% | 0.19% | 0.26% | Q1 2019 | Q1 2023 | 11 |
Sterling Capital Management LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 11 |
State of Wyoming | 11 | 11 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Cinctive Capital Management LP | 4 | 1 | 0.01% | 0.19% | 0.35% | Q2 2020 | Q3 2023 | 11 |
GAM SYSTEMATIC LLP | 9 | 2 | 0.01% | 0.19% | 0.43% | Q4 2014 | Q3 2017 | 11 |
First American Bank | 9 | 2 | 0.18% | 0.28% | 0.40% | Q1 2019 | Q4 2021 | 11 |
Waldron Private Wealth LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Platform Technology Partners | 10 | 1 | 0.31% | 0.44% | 0.56% | Q4 2020 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
HM Capital Management, LLC | 11 | 11 | 0.39% | 0.87% | 1.27% | Q4 2015 | Q2 2018 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.23% | 0.36% | 0.52% | Q4 2020 | Q3 2023 | 11 |
HIGH POINT BANK & TRUST CO | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
COERENTE CAPITAL MANAGEMENT | 11 | 11 | 3.80% | 4.53% | 5.01% | Q1 2021 | Q3 2023 | 11 |
BRC Investment Management LLC | 11 | 11 | 1.20% | 2.66% | 3.35% | Q1 2014 | Q3 2016 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.14% | 0.20% | 0.32% | Q4 2020 | Q2 2023 | 11 |
OSSIAM | 6 | 1 | 0.01% | 0.07% | 0.15% | Q4 2018 | Q2 2023 | 11 |
Chesapeake Wealth Management | 8 | 3 | 0.07% | 0.17% | 0.48% | Q1 2018 | Q2 2021 | 11 |
Morris Capital Advisors, LLC | 11 | 11 | 3.84% | 4.13% | 4.56% | Q4 2015 | Q2 2018 | 11 |
Cornerstone Advisory, LLC | 6 | 5 | 0.05% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 11 |
Strategic Global Advisors, LLC | 11 | 11 | 0.12% | 0.20% | 0.29% | Q1 2016 | Q3 2018 | 11 |
Robbins Farley | 9 | 2 | 1.60% | 2.12% | 2.60% | Q4 2020 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.20% | 0.24% | 0.30% | Q1 2021 | Q3 2023 | 11 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.13% | 0.33% | 0.61% | Q1 2016 | Q3 2022 | 11 |
9258 Wealth Management, LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
CPWM, LLC | 6 | 2 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q2 2021 | 11 |
Pacifica Partners Inc. | 11 | 11 | 0.00% | 0.08% | 0.31% | Q2 2021 | Q4 2023 | 11 |
1834 INVESTMENT ADVISORS CO | 8 | 3 | 0.01% | 0.43% | 1.16% | Q1 2019 | Q3 2023 | 11 |
UNIVERSITY OF NOTRE DAME DU LAC | 11 | 11 | 1.02% | 1.61% | 1.93% | Q4 2015 | Q2 2018 | 11 |
WealthTrust-Arizona, LLC | 7 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2018 | 11 |
Terra Nova Asset Management LLC | 9 | 2 | 1.08% | 1.45% | 2.53% | Q3 2018 | Q4 2022 | 11 |
Capital Wealth Planning, LLC | 7 | 4 | 0.02% | 0.40% | 1.05% | Q1 2014 | Q1 2020 | 11 |
BAR HARBOR WEALTH MANAGEMENT | 8 | 3 | 0.03% | 0.08% | 0.13% | Q1 2018 | Q4 2022 | 11 |
GLENHILL ADVISORS LLC | 11 | 11 | 0.27% | 3.14% | 4.67% | Q2 2013 | Q4 2015 | 11 |
Aristotle Atlantic Partners, LLC | 11 | 11 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 10 | 1 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 11 |
Ilmarinen Mutual Pension Insurance Co | 8 | 3 | 0.02% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 11 |
Wilkinson Global Asset Management LLC | 11 | 11 | 0.01% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.06% | 0.27% | Q4 2022 | Q3 2023 | 11 |
Curbstone Financial Management Corp | 9 | 2 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q4 2023 | 11 |
Empirical Finance, LLC | 10 | 1 | 0.01% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.66% | 0.78% | 0.87% | Q1 2021 | Q3 2023 | 11 |
Dunvegan Associates, Inc. | 11 | 11 | 0.62% | 1.11% | 1.96% | Q2 2013 | Q4 2015 | 11 |
BAILARD, INC. | 11 | 11 | 0.14% | 0.16% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Columbia Trust Co 01012016 | 3 | 1 | 0.10% | 0.16% | 0.24% | Q4 2019 | Q3 2023 | 11 |
LEE DANNER & BASS INC | 11 | 11 | 0.08% | 0.16% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Prentice Wealth Management LLC | 11 | 11 | 0.38% | 0.47% | 0.94% | Q1 2021 | Q3 2023 | 11 |
COLUMBUS CIRCLE INVESTORS | 11 | 11 | 0.62% | 1.10% | 1.74% | Q1 2014 | Q3 2016 | 11 |
Folger Hill Asset Management LP | 6 | 6 | 0.56% | 1.36% | 2.03% | Q4 2016 | Q1 2018 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q1 2023 | 11 |
I.G. INVESTMENT MANAGEMENT, LTD. | 7 | 4 | 0.01% | 0.02% | 0.07% | Q4 2013 | Q3 2016 | 11 |
Cedar Wealth Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 10 |
Nine Chapters Capital Management LLC | 9 | 1 | 0.67% | 1.06% | 2.94% | Q3 2013 | Q2 2017 | 10 |
VALLEY WEALTH MANAGERS, INC. | 6 | 4 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 10 |
NewSquare Capital LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 10 |
Morningstar Investment Services LLC | 9 | 1 | 0.00% | 0.02% | 0.10% | Q1 2020 | Q3 2023 | 10 |
Daiwa SB Investments Ltd. | 9 | 1 | 0.04% | 0.20% | 0.31% | Q2 2016 | Q1 2019 | 10 |
Vontobel Swiss Wealth Advisors AG | 10 | 10 | 2.09% | 3.01% | 3.83% | Q1 2019 | Q2 2021 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
ClariVest Asset Management LLC | 10 | 10 | 0.39% | 0.70% | 0.84% | Q1 2016 | Q2 2018 | 10 |
Accurate Wealth Management, LLC | 10 | 10 | 0.09% | 0.15% | 0.24% | Q2 2021 | Q3 2023 | 10 |
STABLEFORD CAPITAL II LLC | 7 | 1 | 0.44% | 0.66% | 1.03% | Q1 2019 | Q3 2023 | 10 |
South Street Advisors LLC | 10 | 10 | 0.05% | 2.09% | 2.69% | Q2 2021 | Q3 2023 | 10 |
HHM Wealth Advisors, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 10 |
Boothe Investment Group, Inc. | 10 | 10 | 2.84% | 4.39% | 6.49% | Q2 2020 | Q3 2022 | 10 |
Sustainable Insight Capital Management, LLC | 4 | 1 | 0.24% | 1.79% | 4.46% | Q4 2016 | Q2 2023 | 10 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 10 | 10 | 0.12% | 0.31% | 0.41% | Q4 2014 | Q1 2017 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Tidal Investments LLC | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Dynamic Capital Management Ltd | 3 | 1 | 0.06% | 1.34% | 5.48% | Q2 2013 | Q4 2018 | 10 |
CALDWELL & ORKIN INC | 10 | 10 | 0.48% | 1.18% | 2.32% | Q2 2014 | Q3 2016 | 10 |
Ardevora Asset Management LLP | 7 | 3 | 0.70% | 1.03% | 1.62% | Q1 2015 | Q4 2019 | 10 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.09% | 0.16% | 0.22% | Q4 2020 | Q1 2023 | 10 |
AFFINITY INVESTMENT ADVISORS, LLC | 10 | 10 | 0.03% | 0.94% | 1.52% | Q1 2016 | Q2 2018 | 10 |
WEXFORD CAPITAL LP | 5 | 1 | 0.01% | 0.35% | 1.24% | Q3 2018 | Q4 2022 | 10 |
DELTEC ASSET MANAGEMENT LLC | 8 | 2 | 0.09% | 0.25% | 0.74% | Q2 2016 | Q1 2019 | 10 |
Whitegate Investment Counselors, Inc. | 6 | 4 | 0.05% | 0.08% | 0.18% | Q1 2019 | Q3 2021 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2015 | 10 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.09% | 0.15% | Q4 2016 | Q2 2019 | 10 |
Hedeker Wealth, LLC | 10 | 10 | 0.66% | 1.30% | 1.86% | Q2 2021 | Q3 2023 | 10 |
UBS OCONNOR LLC | 4 | 1 | 0.00% | 0.24% | 0.86% | Q3 2013 | Q1 2020 | 10 |
Border to Coast Pensions Partnership Ltd | 10 | 10 | 0.49% | 0.63% | 0.69% | Q2 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Boston Trust Walden Corp | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Grace Capital | 10 | 10 | 0.74% | 0.88% | 1.16% | Q3 2019 | Q4 2021 | 10 |
Miura Global Management | 10 | 10 | 2.67% | 5.07% | 7.30% | Q4 2014 | Q1 2017 | 10 |
Lombard Odier Asset Management (Switzerland) SA | 3 | 1 | 0.01% | 0.04% | 0.08% | Q2 2014 | Q2 2021 | 10 |
Pinnacle Wealth Management Advisory Group, LLC | 10 | 10 | 0.03% | 0.08% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Bancorp, Inc. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 10 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 4 | 1 | 0.16% | 0.58% | 1.25% | Q1 2016 | Q3 2021 | 10 |
Clearview Wealth Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.07% | 0.09% | 0.11% | Q4 2014 | Q1 2017 | 10 |
COMERICA SECURITIES INC | 7 | 3 | 0.05% | 0.10% | 0.13% | Q2 2016 | Q4 2018 | 10 |
Asset Dedication, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 10 |
Aris Wealth Services, Inc. | 10 | 10 | 0.02% | 0.95% | 1.29% | Q2 2013 | Q3 2015 | 10 |
Cordasco Financial Network | 9 | 1 | 0.00% | 0.09% | 0.12% | Q1 2017 | Q2 2022 | 10 |
MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC | 10 | 10 | 2.85% | 3.82% | 4.82% | Q2 2013 | Q3 2015 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Column Capital Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
Grantham, Mayo, Van Otterloo & Co. LLC | 10 | 10 | 0.66% | 0.86% | 0.96% | Q2 2021 | Q3 2023 | 10 |
BALASA DINVERNO & FOLTZ LLC | 5 | 5 | 0.02% | 0.05% | 0.09% | Q4 2015 | Q3 2018 | 10 |
LORD, ABBETT & CO. LLC | 5 | 1 | 0.04% | 0.11% | 0.19% | Q3 2015 | Q1 2021 | 10 |
Malaga Cove Capital, LLC | 7 | 3 | 0.20% | 0.43% | 0.59% | Q4 2018 | Q1 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.06% | 0.12% | Q1 2021 | Q3 2023 | 10 |
Independent Portfolio Consultants, Inc. | 10 | 10 | 0.00% | 0.26% | 0.63% | Q1 2015 | Q2 2017 | 10 |
IFC Holdings Incorporated/FL | 10 | 10 | 0.05% | 0.36% | 0.84% | Q3 2015 | Q4 2017 | 10 |
Hexavest Inc. | 10 | 10 | 0.00% | 0.29% | 0.44% | Q2 2019 | Q3 2021 | 10 |
VONTOBEL ASSET MANAGEMENT INC | 6 | 4 | 0.41% | 0.65% | 1.02% | Q4 2018 | Q3 2021 | 10 |
Lokken Investment Group LLC | 9 | 1 | 0.37% | 0.43% | 0.52% | Q1 2012 | Q4 2022 | 10 |
MUFG Securities EMEA plc | 5 | 2 | 0.00% | 0.12% | 0.41% | Q2 2018 | Q1 2022 | 10 |
Raveneur Investment Group LP | 8 | 8 | 1.78% | 7.19% | 12.84% | Q4 2014 | Q3 2016 | 10 |
QUEST INVESTMENT MANAGEMENT LLC | 6 | 4 | 0.23% | 0.48% | 0.89% | Q3 2014 | Q1 2019 | 10 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 10 | 10 | 0.15% | 0.16% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Capital Advisors, Ltd. LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 10 |
MAZAMA CAPITAL MANAGEMENT INC | 10 | 10 | 0.07% | 0.54% | 1.72% | Q3 2013 | Q4 2015 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
Hudson Canyon Capital Management | 10 | 10 | 1.07% | 1.44% | 1.75% | Q4 2020 | Q1 2023 | 10 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 8 | 2 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 10 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 8 | 1 | 0.05% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 10 |
FORTALEZA ASSET MANAGEMENT INC/ | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2016 | 10 |
Amundi | 10 | 10 | 0.02% | 0.11% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.00% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
SOA Wealth Advisors, LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
MCIA Inc | 6 | 2 | 0.00% | 0.22% | 0.35% | Q2 2017 | Q2 2020 | 10 |
AXIOM INVESTORS LLC /DE | 8 | 2 | 0.53% | 1.24% | 1.90% | Q3 2014 | Q1 2018 | 10 |
Enterprise Bank & Trust Co | 10 | 10 | 0.79% | 0.94% | 1.19% | Q1 2019 | Q2 2021 | 10 |
JONES FINANCIAL COMPANIES LLLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Crystal Rock Capital Management | 10 | 10 | 0.40% | 1.20% | 1.85% | Q1 2018 | Q2 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Tranquility Partners, LLC | 10 | 10 | 0.12% | 0.34% | 0.47% | Q2 2021 | Q3 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.06% | 0.08% | 0.10% | Q3 2016 | Q4 2018 | 10 |
BREMER TRUST NATIONAL ASSOCIATION | 9 | 1 | 0.03% | 0.10% | 0.19% | Q1 2016 | Q4 2018 | 10 |
Tortoise Investment Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2023 | 10 |
WALL STREET ASSOCIATES | 10 | 10 | 0.06% | 0.13% | 0.35% | Q4 2013 | Q1 2016 | 10 |
Nicholas Investment Partners, LP | 9 | 9 | 0.20% | 0.34% | 0.56% | Q2 2013 | Q2 2015 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.08% | 0.13% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.04% | 0.09% | 0.14% | Q3 2019 | Q3 2021 | 9 |
Blackhawk Capital Partners LLC. | 8 | 1 | 0.48% | 1.43% | 1.67% | Q1 2019 | Q3 2023 | 9 |
Egerton Capital (UK) LLP | 9 | 9 | 1.50% | 3.92% | 5.48% | Q2 2016 | Q2 2018 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.67% | 1.09% | 1.60% | Q1 2021 | Q1 2023 | 9 |
Visium Asset Management, LP | 5 | 3 | 0.00% | 0.07% | 0.32% | Q2 2013 | Q3 2015 | 9 |
Enterprise Trust & Investment Co | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 9 |
Accuvest Global Advisors | 7 | 2 | 0.00% | 0.19% | 0.53% | Q1 2017 | Q3 2022 | 9 |
Annapolis Financial Services, LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
CCM INVESTMENT ADVISERS LLC | 9 | 9 | 0.48% | 1.02% | 1.32% | Q3 2021 | Q3 2023 | 9 |
Joseph P. Lucia & Associates, LLC | 4 | 2 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 9 |
Your Advocates Ltd., LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
FAS Wealth Partners, Inc. | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Assured Investment Management LLC | 3 | 1 | 0.00% | 0.05% | 0.18% | Q3 2013 | Q2 2018 | 9 |
EFG Asset Management (Americas) Corp. | 9 | 9 | 0.50% | 0.73% | 1.50% | Q3 2017 | Q3 2019 | 9 |
Winfield Associates, Inc. | 8 | 1 | 0.00% | 0.14% | 0.25% | Q2 2015 | Q4 2017 | 9 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 9 | 9 | 0.19% | 0.41% | 0.55% | Q2 2019 | Q2 2021 | 9 |
FORT PITT CAPITAL GROUP, LLC | 9 | 9 | 1.46% | 2.12% | 2.44% | Q3 2021 | Q3 2023 | 9 |
Bain Capital Public Equity Management II, LLC | 5 | 3 | 1.21% | 4.56% | 6.81% | Q4 2020 | Q3 2023 | 9 |
Westover Capital Advisors, LLC | 5 | 4 | 0.14% | 0.86% | 1.85% | Q3 2017 | Q3 2022 | 9 |
Gladstone Institutional Advisory LLC | 7 | 2 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q2 2023 | 9 |
FRANKLIN STREET ADVISORS INC /NC | 7 | 1 | 0.02% | 0.82% | 2.11% | Q1 2019 | Q3 2023 | 9 |
Signet Investment Advisory Group, Inc. | 6 | 3 | 0.23% | 0.40% | 0.50% | Q2 2019 | Q1 2022 | 9 |
Hutchin Hill Capital, LP | 3 | 1 | 0.03% | 0.89% | 3.54% | Q2 2013 | Q3 2017 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 9 |
SlateStone Wealth, LLC | 5 | 1 | 0.05% | 0.10% | 0.21% | Q1 2019 | Q4 2022 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 9 |
ACIMA PRIVATE WEALTH, LLC | 9 | 9 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q4 2020 | 9 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.06% | 0.24% | Q3 2014 | Q4 2018 | 9 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 4 | 2 | 0.35% | 0.65% | 0.85% | Q1 2018 | Q4 2022 | 9 |
Constellation Wealth Advisors, LLC | 9 | 9 | 0.35% | 0.43% | 0.53% | Q2 2013 | Q2 2015 | 9 |
Brookmont Capital Management | 9 | 9 | 0.16% | 0.18% | 0.24% | Q4 2017 | Q4 2019 | 9 |
Investors Capital Advisory Services | 9 | 9 | 0.05% | 0.07% | 0.10% | Q2 2014 | Q2 2016 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.05% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Unigestion Holding SA | 6 | 1 | 0.04% | 0.30% | 1.08% | Q2 2018 | Q4 2022 | 9 |
NorthRock Partners, LLC | 7 | 1 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 9 |
DUALITY ADVISERS, LP | 2 | 1 | 0.05% | 0.30% | 0.74% | Q4 2018 | Q2 2022 | 9 |
Seven Bridges Advisors LLC | 9 | 9 | 2.22% | 2.45% | 2.70% | Q4 2015 | Q4 2017 | 9 |
First National Bank of South Miami | 9 | 9 | 0.00% | 0.08% | 0.16% | Q4 2018 | Q4 2020 | 9 |
Atom Investors LP | 6 | 1 | 0.02% | 0.09% | 0.25% | Q2 2019 | Q1 2023 | 9 |
Palestra Capital Management LLC | 5 | 4 | 2.68% | 4.24% | 5.61% | Q3 2013 | Q4 2020 | 9 |
Foundry Partners, LLC | 7 | 2 | 0.01% | 0.13% | 0.34% | Q1 2016 | Q2 2021 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Manikay Partners, LLC | 7 | 7 | 1.57% | 5.33% | 7.77% | Q2 2013 | Q4 2014 | 9 |
Capital Bank & Trust Co | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 9 |
Ohio National Investments, Inc. | 9 | 9 | 0.06% | 0.07% | 0.10% | Q4 2013 | Q4 2015 | 9 |
Soroban Capital Partners LP | 5 | 1 | 0.71% | 2.52% | 4.00% | Q1 2017 | Q2 2019 | 9 |
DOHENY ASSET MANAGEMENT /CA | 8 | 1 | 0.28% | 0.46% | 0.96% | Q4 2016 | Q1 2019 | 9 |
JAMES INVESTMENT RESEARCH INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2022 | 9 |
Chicago Partners Investment Group LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 9 |
TCW GROUP INC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2015 | 9 |
Quantamental Technologies LLC | 3 | 1 | 0.02% | 0.31% | 1.03% | Q4 2018 | Q3 2022 | 9 |
US FINANCIAL ADVISORS, LLC | 8 | 1 | 0.10% | 0.13% | 0.18% | Q4 2015 | Q3 2022 | 9 |
TDAM USA INC. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2018 | 9 |
Bedel Financial Consulting, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2022 | 9 |
Carmichael Hill & Associates, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 3 | 1 | 0.00% | 0.02% | 0.10% | Q1 2019 | Q3 2022 | 9 |
Baker Avenue Asset Management, LP | 5 | 4 | 0.00% | 0.21% | 0.49% | Q1 2019 | Q3 2023 | 9 |
Tower View Wealth Management LLC | 9 | 9 | 1.43% | 1.74% | 2.00% | Q4 2017 | Q4 2019 | 9 |
First PREMIER Bank | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 1 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q3 2023 | 9 |
REYNOLDS CAPITAL MANAGEMENT LLC | 5 | 4 | 0.22% | 0.38% | 0.57% | Q2 2013 | Q4 2015 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
British Airways Pensions Investment Management Ltd | 8 | 1 | 0.37% | 1.01% | 1.18% | Q4 2014 | Q2 2018 | 9 |
Epoch Investment Partners, Inc. | 9 | 9 | 0.14% | 0.24% | 0.29% | Q3 2021 | Q3 2023 | 9 |
Menard Financial Group LLC | 9 | 9 | 0.38% | 0.46% | 0.74% | Q2 2020 | Q2 2022 | 9 |
COLLECTIVE FAMILY OFFICE LLC | 9 | 9 | 0.09% | 0.18% | 0.23% | Q4 2020 | Q4 2022 | 9 |
Brandywine Global Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 9 |
LOEWS CORP | 9 | 9 | 0.03% | 0.09% | 0.15% | Q2 2013 | Q2 2015 | 9 |
ASCEND CAPITAL, LLC | 5 | 1 | 0.10% | 1.14% | 2.95% | Q2 2013 | Q4 2016 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
LEWIS CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.27% | 0.34% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Willingdon Wealth Management | 8 | 8 | 0.00% | 0.96% | 1.31% | Q2 2018 | Q1 2020 | 8 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.59% | 0.75% | 1.10% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Audent Global Asset Management, LLC | 8 | 8 | 0.35% | 1.44% | 2.44% | Q4 2021 | Q3 2023 | 8 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.72% | 0.79% | 0.94% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Cross Staff Investments Inc | 8 | 8 | 1.51% | 1.66% | 1.82% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Wealth Planning Services, Inc. | 6 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 8 |
First City Capital Management, Inc. | 6 | 2 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q1 2016 | 8 |
Cladis Investment Advisory, LLC | 8 | 8 | 0.26% | 0.38% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 8 |
Kendall Capital Management | 8 | 8 | 0.28% | 0.71% | 0.90% | Q4 2017 | Q3 2019 | 8 |
AGF Investments LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2018 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
LBMC INVESTMENT ADVISORS, LLC | 7 | 1 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q2 2022 | 8 |
Berkshire Bank | 8 | 8 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 8 |
American Financial Network Advisory Services LLC | 8 | 8 | 0.12% | 0.43% | 0.55% | Q4 2017 | Q3 2019 | 8 |
Bellevue Group AG | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.67% | 0.85% | 1.34% | Q4 2021 | Q3 2023 | 8 |
Jump Financial, LLC | 5 | 1 | 0.01% | 0.12% | 0.28% | Q3 2020 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.17% | 0.23% | 0.29% | Q4 2021 | Q3 2023 | 8 |
High Falls Advisors, Inc | 7 | 1 | 0.07% | 0.15% | 0.22% | Q1 2017 | Q1 2019 | 8 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 8 | 8 | 2.19% | 2.80% | 3.39% | Q4 2017 | Q3 2019 | 8 |
BAXTER BROS INC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Mount Lucas Management LP | 4 | 4 | 0.21% | 0.49% | 0.74% | Q3 2015 | Q4 2018 | 8 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.05% | 0.10% | 0.16% | Q3 2015 | Q4 2019 | 8 |
Private Portfolio Partners LLC | 7 | 1 | 0.07% | 0.11% | 0.13% | Q3 2020 | Q3 2022 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CAMBIAR INVESTORS LLC | 8 | 8 | 1.34% | 2.08% | 2.30% | Q4 2021 | Q3 2023 | 8 |
M Holdings Securities, Inc. | 6 | 1 | 0.03% | 0.05% | 0.08% | Q1 2017 | Q2 2023 | 8 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
Equitable Holdings, Inc. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 8 |
Moisand Fitzgerald Tamayo, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Strategic Blueprint, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
VIKING GLOBAL INVESTORS LP | 4 | 4 | 0.33% | 1.47% | 2.74% | Q3 2013 | Q4 2016 | 8 |
Aristotle Capital Management, LLC | 8 | 8 | 1.57% | 1.74% | 1.91% | Q4 2021 | Q3 2023 | 8 |
PointState Capital LP | 8 | 8 | 0.02% | 0.99% | 3.58% | Q4 2015 | Q3 2017 | 8 |
Janney Capital Management LLC | 8 | 8 | 0.51% | 0.55% | 0.64% | Q1 2019 | Q4 2020 | 8 |
TECTONIC ADVISORS LLC | 8 | 8 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
PDT Partners, LLC | 6 | 1 | 0.03% | 0.35% | 0.58% | Q2 2015 | Q1 2022 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 8 | 8 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 6 | 2 | 0.40% | 0.62% | 0.80% | Q3 2015 | Q4 2018 | 8 |
Meridian Wealth Advisors, LLC | 7 | 1 | 0.02% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 8 |
Tacita Capital Inc | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BENNETT LAWRENCE MANAGEMENT L L C/NY | 8 | 8 | 0.58% | 1.16% | 1.87% | Q1 2014 | Q4 2015 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.09% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 8 | 8 | 0.72% | 2.95% | 5.70% | Q1 2017 | Q4 2018 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.08% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q1 2015 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.01% | 0.05% | 0.13% | Q4 2018 | Q3 2021 | 8 |
WESPAC Advisors, LLC | 3 | 1 | 0.12% | 0.50% | 1.13% | Q2 2015 | Q4 2019 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.85% | 0.96% | 1.10% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.24% | 0.33% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Berger Financial Group, Inc | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
PineBridge Investments, L.P. | 5 | 3 | 0.00% | 0.05% | 0.12% | Q1 2016 | Q4 2021 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Wellington Shields & Co., LLC | 6 | 2 | 0.01% | 0.08% | 0.31% | Q2 2020 | Q3 2023 | 8 |
American Research & Management Co. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Royal Fund Management, LLC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2020 | 8 |
Evergreen Wealth Solutions, LLC | 8 | 8 | 1.07% | 1.40% | 1.70% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
MYCIO WEALTH PARTNERS, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2016 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 1.08% | 1.21% | 1.32% | Q4 2021 | Q3 2023 | 8 |
WASHINGTON CAPITAL MANAGEMENT, INC | 5 | 3 | 0.22% | 0.51% | 0.65% | Q2 2020 | Q3 2023 | 8 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 | 8 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q4 2019 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.58% | 0.64% | 0.74% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
COBIZ WEALTH, LLC | 8 | 8 | 0.36% | 0.72% | 0.94% | Q3 2017 | Q2 2019 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.27% | 0.28% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.22% | 0.28% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.78% | 0.85% | 0.93% | Q4 2021 | Q3 2023 | 8 |
Junto Capital Management LP | 5 | 1 | 0.95% | 1.67% | 2.42% | Q2 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Pantheon Investment Group, LLC | 7 | 1 | 1.42% | 1.79% | 2.08% | Q4 2019 | Q4 2021 | 8 |
Cornerstone Advisors, LLC | 7 | 1 | 0.08% | 0.20% | 0.25% | Q2 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.06% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
HERBST GROUP, LLC | 8 | 8 | 1.94% | 2.25% | 2.47% | Q4 2021 | Q3 2023 | 8 |
Cohen Investment Advisors LLC | 8 | 8 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Coronation Fund Managers Ltd. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2020 | 8 |
Socha Financial Group, LLC | 8 | 8 | 0.14% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.03% | 0.13% | Q4 2021 | Q3 2023 | 8 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 8 | 8 | 0.60% | 0.80% | 0.99% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Purus Wealth Management, LLC | 8 | 8 | 0.14% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.11% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 8 |
FORA Capital, LLC | 3 | 1 | 0.07% | 0.29% | 0.45% | Q4 2019 | Q1 2023 | 8 |
FNY Investment Advisers, LLC | 5 | 1 | 0.00% | 0.09% | 0.27% | Q2 2018 | Q3 2020 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.08% | 0.11% | 0.14% | Q4 2014 | Q3 2016 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Family Management Corp | 8 | 8 | 0.47% | 1.02% | 1.82% | Q1 2018 | Q4 2019 | 8 |
SCHARF INVESTMENTS, LLC | 8 | 8 | 0.01% | 2.35% | 3.12% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
NCM CAPITAL MANAGEMENT GROUP INC | 8 | 8 | 0.43% | 0.77% | 1.82% | Q2 2013 | Q1 2015 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.27% | 0.32% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Krilogy Financial LLC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q1 2018 | 8 |
Knights of Columbus Asset Advisors LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 8 |
Vantage Financial Partners Ltd., Inc. | 8 | 8 | 0.17% | 0.40% | 0.52% | Q4 2021 | Q3 2023 | 8 |
KRS Capital Management, LLC | 8 | 8 | 0.24% | 0.33% | 0.39% | Q4 2021 | Q3 2023 | 8 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 8 | 8 | 0.20% | 0.37% | 0.44% | Q4 2021 | Q3 2023 | 8 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Penserra Capital Management LLC | 4 | 1 | 0.00% | 0.05% | 0.18% | Q4 2015 | Q3 2023 | 8 |
Global Financial Private Capital, Inc | 6 | 2 | 0.00% | 0.02% | 0.11% | Q4 2017 | Q2 2020 | 8 |
FinTrust Capital Advisors, LLC | 6 | 2 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q3 2021 | 8 |
Banco Santander, S.A. | 4 | 1 | 0.00% | 0.04% | 0.11% | Q2 2018 | Q4 2020 | 8 |
HUTCHENS INVESTMENT MANAGEMENT INC | 6 | 2 | 0.00% | 1.20% | 1.74% | Q4 2014 | Q4 2017 | 8 |
GHP Investment Advisors, Inc. | 8 | 8 | 0.23% | 0.34% | 0.44% | Q4 2021 | Q3 2023 | 8 |
3D/L Capital Management, LLC | 8 | 8 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q4 2022 | 8 |
AMERICAN NATIONAL BANK | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 8 |
RS INVESTMENT MANAGEMENT CO LLC | 8 | 8 | 0.04% | 0.11% | 0.17% | Q1 2014 | Q4 2015 | 8 |
Freestone Capital Holdings, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 8 |
First Trust Direct Indexing L.P. | 7 | 1 | 0.00% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.31% | 0.33% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Alexandria Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
Nvest Financial, LLC | 7 | 7 | 0.37% | 0.50% | 0.63% | Q1 2022 | Q3 2023 | 7 |
OUTFITTER FINANCIAL LLC | 7 | 7 | 1.50% | 1.70% | 1.94% | Q4 2020 | Q2 2022 | 7 |
Hennion & Walsh Asset Management, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
Newbridge Financial Services Group, Inc. | 6 | 1 | 0.00% | 0.00% | 0.03% | Q2 2021 | Q1 2023 | 7 |
Burns Matteson Capital Management, LLC | 7 | 7 | 0.22% | 0.30% | 0.36% | Q4 2021 | Q2 2023 | 7 |
ALYDAR PARTNERS LLC | 4 | 2 | 0.21% | 0.98% | 2.14% | Q2 2013 | Q4 2014 | 7 |
Pitti Group Wealth Management, LLC | 6 | 1 | 0.23% | 0.41% | 0.49% | Q4 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Seaport Global Advisors, LLC | 7 | 7 | 0.64% | 0.77% | 1.06% | Q4 2021 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Athena Investment Management | 7 | 7 | 0.38% | 0.42% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Leeward Investments, LLC - MA | 7 | 7 | 0.56% | 0.62% | 0.67% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.60% | 0.77% | 1.00% | Q1 2022 | Q4 2023 | 7 |
RETIREMENT GUYS FORMULA LLC | 7 | 7 | 0.15% | 0.32% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Crosspoint Capital Strategies, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2015 | 7 |
FT Options LLC | 3 | 3 | 0.02% | 0.63% | 3.52% | Q4 2016 | Q2 2017 | 7 |
New England Research & Management, Inc. | 4 | 1 | 0.17% | 0.31% | 0.44% | Q4 2014 | Q4 2020 | 7 |
Ninety One SA (PTY) Ltd | 6 | 1 | 0.02% | 0.30% | 2.00% | Q4 2020 | Q3 2023 | 7 |
ROTHSCHILD INVESTMENT LLC /IL | 7 | 7 | 0.03% | 0.55% | 1.03% | Q1 2019 | Q3 2020 | 7 |
Goelzer Investment Management, Inc. | 7 | 7 | 0.22% | 0.28% | 0.32% | Q2 2017 | Q4 2018 | 7 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 2 | 0.07% | 0.34% | 0.68% | Q3 2014 | Q1 2023 | 7 |
Syntal Capital Partners, LLC | 3 | 1 | 0.19% | 0.42% | 0.72% | Q3 2015 | Q2 2018 | 7 |
361 CAPITAL LLC | 5 | 2 | 0.60% | 0.96% | 1.42% | Q4 2015 | Q4 2017 | 7 |
HILLMAN CO | 7 | 7 | 7.70% | 10.63% | 13.38% | Q4 2016 | Q2 2018 | 7 |
J.Safra Asset Management Corp | 3 | 1 | 0.00% | 0.15% | 0.48% | Q4 2015 | Q3 2023 | 7 |
Elite Wealth Management, Inc. | 4 | 1 | 0.05% | 0.12% | 0.24% | Q4 2013 | Q1 2018 | 7 |
Granite Investment Advisors, LLC | 7 | 7 | 0.28% | 0.36% | 0.51% | Q4 2017 | Q2 2019 | 7 |
PRICE MICHAEL F | 7 | 7 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q4 2021 | 7 |
Industrial Alliance Investment Management Inc. | 6 | 1 | 0.13% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 7 |
Private Wealth Advisors, Inc. | 7 | 7 | 0.09% | 0.17% | 0.25% | Q2 2019 | Q4 2020 | 7 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.05% | 0.15% | Q1 2014 | Q1 2019 | 7 |
Waratah Capital Advisors Ltd. | 4 | 3 | 0.29% | 1.25% | 3.62% | Q4 2015 | Q4 2017 | 7 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.03% | 0.27% | 0.57% | Q2 2018 | Q4 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q3 2016 | 7 |
CT Financial Advisors LLC | 6 | 1 | 0.13% | 0.15% | 0.17% | Q1 2014 | Q1 2016 | 7 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.15% | 0.40% | Q1 2017 | Q4 2022 | 7 |
Capital Investment Advisory Services, LLC | 5 | 2 | 0.06% | 0.12% | 0.21% | Q3 2018 | Q1 2021 | 7 |
Oak Grove Capital LLC | 7 | 7 | 0.16% | 1.88% | 3.90% | Q3 2018 | Q1 2020 | 7 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 7 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7 | 7 | 0.01% | 1.54% | 2.38% | Q4 2015 | Q2 2017 | 7 |
Mariner Wealth Advisors-Cincinnati, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q3 2018 | 7 |
SMITH HAYES Advisers, Inc | 7 | 7 | 0.09% | 0.11% | 0.14% | Q3 2014 | Q1 2016 | 7 |
HMS Capital Management, LLC | 7 | 7 | 0.21% | 0.41% | 0.50% | Q1 2022 | Q3 2023 | 7 |
TAMRO Capital Partners LLC | 7 | 7 | 0.05% | 0.11% | 0.17% | Q1 2014 | Q3 2015 | 7 |
Perkins Coie Trust Co | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q2 2023 | 7 |
NVWM, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 7 |
Stockman Wealth Management, Inc. | 2 | 1 | 0.04% | 0.09% | 0.23% | Q2 2017 | Q3 2023 | 7 |
Summit Trail Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Eidelman Virant Capital | 4 | 1 | 0.11% | 0.55% | 2.05% | Q1 2015 | Q3 2021 | 7 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 7 | 7 | 0.07% | 0.09% | 0.10% | Q4 2018 | Q2 2020 | 7 |
Ionic Capital Management LLC | 3 | 1 | 0.02% | 0.35% | 0.74% | Q2 2013 | Q4 2018 | 7 |
Ninepoint Partners LP | 3 | 1 | 0.06% | 0.14% | 0.19% | Q1 2018 | Q2 2021 | 7 |
Ifrah Financial Services, Inc. | 7 | 7 | 0.58% | 0.65% | 0.74% | Q2 2013 | Q4 2014 | 7 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.11% | 0.13% | 0.16% | Q2 2018 | Q3 2023 | 7 |
RAY GERALD L & ASSOCIATES LTD | 7 | 7 | 0.06% | 0.09% | 0.12% | Q1 2016 | Q3 2017 | 7 |
Legacy Advisors, LLC | 5 | 1 | 0.00% | 0.04% | 0.19% | Q3 2017 | Q4 2019 | 7 |
Round Table Services, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2022 | 7 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.17% | 0.28% | 0.40% | Q2 2015 | Q3 2023 | 7 |
Blueshift Asset Management, LLC | 4 | 1 | 0.08% | 0.22% | 0.44% | Q1 2019 | Q2 2022 | 7 |
BlueDrive Global Investors LLP | 4 | 3 | 8.63% | 11.19% | 14.01% | Q1 2019 | Q4 2020 | 7 |
6 Meridian | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2019 | 7 |
GUARDIAN CAPITAL ADVISORS LP | 7 | 7 | 0.05% | 0.09% | 0.16% | Q4 2021 | Q2 2023 | 7 |
EMINENCE CAPITAL, LP | 6 | 1 | 1.04% | 1.81% | 2.84% | Q2 2016 | Q4 2018 | 7 |
Tuscan Ridge Asset Management LLC | 5 | 5 | 0.02% | 0.08% | 0.16% | Q4 2018 | Q4 2019 | 7 |
Avitas Wealth Management LLC | 7 | 7 | 0.75% | 0.93% | 1.06% | Q2 2018 | Q4 2019 | 7 |
Passport Capital, LLC | 7 | 7 | 0.97% | 1.68% | 2.62% | Q1 2015 | Q3 2016 | 7 |
J. L. Bainbridge & Co., Inc. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q4 2020 | 7 |
CLINTON GROUP INC | 2 | 1 | 0.04% | 0.20% | 0.58% | Q1 2015 | Q2 2018 | 7 |
Santa Fe Partners LLC | 3 | 1 | 0.31% | 0.47% | 0.51% | Q3 2013 | Q4 2015 | 7 |
MENORA MIVTACHIM HOLDINGS LTD. | 7 | 7 | 0.56% | 1.29% | 1.82% | Q2 2018 | Q4 2019 | 7 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2021 | 7 |
Progeny 3, Inc. | 7 | 7 | 1.95% | 3.37% | 4.51% | Q1 2020 | Q3 2021 | 7 |
Cerebellum GP, LLC | 3 | 1 | 0.10% | 0.20% | 0.29% | Q4 2017 | Q2 2020 | 7 |
Claro Advisors LLC | 6 | 1 | 0.00% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 7 |
BRIDGES INVESTMENT MANAGEMENT INC | 7 | 7 | 0.02% | 0.10% | 0.27% | Q1 2018 | Q3 2019 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2021 | 7 |
Private Wealth Partners, LLC | 4 | 3 | 0.09% | 0.20% | 0.34% | Q2 2021 | Q3 2023 | 7 |
ROMAN BUTLER FULLERTON & CO | 6 | 1 | 0.11% | 0.13% | 0.16% | Q3 2021 | Q2 2023 | 7 |
Inscription Capital, LLC | 5 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Waterfront Wealth Inc. | 7 | 7 | 0.19% | 0.32% | 0.36% | Q1 2022 | Q3 2023 | 7 |
PSI Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Altshuler Shaham Ltd | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Candlestick Capital Management LP | 4 | 1 | 0.60% | 1.60% | 3.84% | Q4 2019 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.24% | 0.31% | 0.41% | Q3 2019 | Q1 2021 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
STRATEGY ASSET MANAGERS LLC | 5 | 2 | 0.18% | 0.58% | 0.74% | Q3 2015 | Q2 2019 | 7 |
WEST BANCORPORATION INC | 4 | 3 | 0.00% | 0.18% | 0.30% | Q4 2019 | Q2 2022 | 7 |
CAAS CAPITAL MANAGEMENT LP | 3 | 3 | 0.03% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.17% | 0.29% | 0.36% | Q1 2022 | Q3 2023 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2019 | 7 |
Cohen Capital Management, Inc. | 7 | 7 | 1.86% | 2.15% | 2.32% | Q1 2022 | Q3 2023 | 7 |
Ally Financial Inc. | 7 | 7 | 0.20% | 0.43% | 0.70% | Q1 2019 | Q3 2020 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
JUPITER ASSET MANAGEMENT LTD | 5 | 2 | 0.01% | 0.04% | 0.12% | Q2 2020 | Q3 2022 | 7 |
DFPG INVESTMENTS, LLC | 5 | 2 | 0.04% | 0.15% | 0.47% | Q1 2019 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
TriaGen Wealth Management LLC | 7 | 7 | 0.83% | 1.48% | 1.88% | Q2 2021 | Q4 2022 | 7 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Railway Pension Investments Ltd | 6 | 6 | 0.07% | 0.12% | 0.18% | Q4 2018 | Q1 2020 | 6 |
SONATA CAPITAL GROUP INC | 4 | 2 | 0.09% | 0.16% | 0.27% | Q1 2021 | Q3 2023 | 6 |
KANALY TRUST CO | 6 | 6 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q4 2016 | 6 |
Capital Directions Investment Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.01% | 0.18% | 0.25% | Q1 2022 | Q2 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Stellar Capital Management, LLC | 6 | 6 | 0.89% | 1.15% | 1.37% | Q1 2019 | Q2 2020 | 6 |
Jackson Square Partners, LLC | 6 | 6 | 0.00% | 1.77% | 3.06% | Q1 2019 | Q2 2020 | 6 |
Haverford Financial Services, Inc. | 6 | 6 | 0.17% | 0.28% | 0.34% | Q3 2021 | Q4 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Truepoint, Inc. | 5 | 1 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q3 2017 | 6 |
Kiwi Wealth Investments Limited Partnership | 3 | 1 | 0.21% | 0.55% | 0.99% | Q2 2018 | Q2 2021 | 6 |
PFG Advisors | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Miracle Mile Advisors, LLC | 6 | 6 | 0.03% | 0.20% | 0.64% | Q1 2019 | Q2 2020 | 6 |
GSB Wealth Management, LLC | 6 | 6 | 0.14% | 0.15% | 0.16% | Q3 2021 | Q4 2022 | 6 |
HORIZON FINANCIAL SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.03% | 0.07% | 0.12% | Q2 2017 | Q3 2017 | 6 |
Invictus RG | 4 | 1 | 0.01% | 0.19% | 0.54% | Q1 2016 | Q1 2018 | 6 |
Madison Asset Management, LLC | 4 | 2 | 0.04% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 6 |
Laurel Wealth Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 6 |
Airain ltd | 3 | 1 | 0.02% | 0.21% | 0.78% | Q2 2014 | Q2 2017 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.52% | 0.59% | 0.62% | Q2 2022 | Q3 2023 | 6 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.14% | 0.50% | 1.19% | Q4 2019 | Q1 2023 | 6 |
Brightworth | 3 | 3 | 0.04% | 0.06% | 0.08% | Q3 2017 | Q4 2019 | 6 |
Hound Partners | 5 | 5 | 0.80% | 1.92% | 2.85% | Q1 2021 | Q1 2022 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q1 2019 | 6 |
Stanley-Laman Group, Ltd. | 5 | 1 | 0.04% | 0.93% | 1.22% | Q4 2018 | Q3 2023 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.05% | 0.50% | 0.65% | Q2 2022 | Q3 2023 | 6 |
Meritage Group LP | 6 | 6 | 0.64% | 5.30% | 8.30% | Q1 2020 | Q2 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
ALPHA WINDWARD LLC | 4 | 2 | 0.01% | 0.07% | 0.34% | Q2 2013 | Q3 2018 | 6 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q1 2018 | 6 |
BOK Financial Private Wealth, Inc. | 5 | 1 | 0.00% | 0.04% | 0.21% | Q4 2019 | Q3 2023 | 6 |
Addison Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 3 | 2 | 0.08% | 0.50% | 1.31% | Q2 2013 | Q4 2014 | 6 |
XTX Topco Ltd | 3 | 1 | 0.11% | 0.23% | 0.39% | Q1 2021 | Q3 2023 | 6 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.28% | 0.81% | 1.82% | Q2 2013 | Q1 2017 | 6 |
IMS Capital Management | 5 | 1 | 0.02% | 0.28% | 0.41% | Q3 2018 | Q3 2020 | 6 |
Princeton Alpha Management LP | 2 | 1 | 0.04% | 0.29% | 0.61% | Q4 2013 | Q1 2017 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2014 | 6 |
ROVIN CAPITAL /UT/ /ADV | 4 | 2 | 0.12% | 0.21% | 0.32% | Q4 2021 | Q3 2023 | 6 |
HALL CAPITAL MANAGEMENT CO INC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q1 2018 | Q3 2019 | 6 |
Rice Partnership, LLC | 6 | 6 | 0.36% | 0.83% | 1.09% | Q4 2017 | Q1 2019 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
ANALYTIC INVESTORS, LLC | 5 | 1 | 0.09% | 0.32% | 0.72% | Q1 2014 | Q4 2015 | 6 |
FORT, L.P. | 6 | 6 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q3 2019 | 6 |
ARVEST TRUST CO N A | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
JAMISON EATON & WOOD INC /NJ | 5 | 1 | 0.04% | 0.07% | 0.09% | Q3 2013 | Q1 2015 | 6 |
Herold Advisors, Inc. | 6 | 6 | 0.36% | 0.42% | 0.48% | Q3 2021 | Q4 2022 | 6 |
Czech National Bank | 6 | 6 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q4 2023 | 6 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 2 | 0.01% | 0.56% | 1.73% | Q3 2016 | Q3 2018 | 6 |
Soltis Investment Advisors LLC | 5 | 1 | 0.03% | 0.10% | 0.17% | Q2 2020 | Q4 2021 | 6 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 6 |
M&G INVESTMENT MANAGEMENT LTD | 5 | 1 | 0.04% | 0.55% | 1.03% | Q4 2019 | Q2 2021 | 6 |
Ninety One North America, Inc. | 6 | 6 | 0.08% | 0.13% | 0.17% | Q4 2020 | Q1 2022 | 6 |
ADVENT CAPITAL MANAGEMENT /DE/ | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 6 |
Lloyd Advisory Services, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
WELD CAPITAL MANAGEMENT LLC | 4 | 1 | 0.06% | 0.27% | 0.76% | Q4 2018 | Q1 2021 | 6 |
BANK OF HAWAII | 5 | 1 | 0.03% | 0.06% | 0.09% | Q3 2013 | Q4 2017 | 6 |
Bison Wealth, LLC | 3 | 1 | 0.04% | 0.14% | 0.17% | Q2 2017 | Q3 2023 | 6 |
XR Securities LLC | 4 | 1 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 6 |
Nova R Wealth, Inc. | 6 | 6 | 0.24% | 0.28% | 0.30% | Q4 2021 | Q1 2023 | 6 |
WT Wealth Management | 4 | 2 | 0.43% | 0.51% | 0.59% | Q3 2019 | Q3 2023 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2021 | 6 |
Grandview Asset Management LLC | 5 | 1 | 0.04% | 0.26% | 0.32% | Q4 2018 | Q1 2021 | 6 |
Numeric Investors LLC | 5 | 1 | 0.01% | 0.62% | 1.30% | Q1 2016 | Q4 2017 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.03% | 0.37% | 0.74% | Q4 2019 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
WOLFF WIESE MAGANA LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WILLIAMS JONES & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.09% | 0.19% | Q1 2018 | Q2 2019 | 6 |
MONETTA FINANCIAL SERVICES INC | 3 | 1 | 0.38% | 0.57% | 1.11% | Q1 2015 | Q3 2022 | 6 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2020 | 6 |
INVESTMENT PARTNERS, LTD. | 4 | 1 | 0.08% | 0.23% | 0.32% | Q3 2017 | Q3 2022 | 6 |
Hubbell Strickland Wealth Management, LLC | 6 | 6 | 0.13% | 0.15% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
GLG LLC | 3 | 3 | 0.04% | 0.08% | 0.12% | Q1 2014 | Q4 2016 | 6 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 6 |
DERBY & COMPANY, INC | 6 | 6 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q3 2021 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
CAPITAL GUARDIAN TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 6 |
Greenfield Savings Bank | 3 | 3 | 0.12% | 0.14% | 0.17% | Q2 2022 | Q4 2023 | 6 |
Kalos Management, Inc. | 2 | 1 | 0.01% | 0.22% | 0.32% | Q4 2015 | Q1 2023 | 6 |
BI Asset Management Fondsmaeglerselskab A/S | 6 | 6 | 0.01% | 0.04% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.11% | 0.16% | Q4 2018 | Q4 2022 | 6 |
Bollard Group LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 6 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2 | 1 | 0.00% | 0.27% | 1.33% | Q3 2014 | Q3 2023 | 6 |
Marlowe Partners LP | 4 | 2 | 5.88% | 6.93% | 7.54% | Q1 2019 | Q3 2020 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Crestwood Capital Management, L.P. | 6 | 6 | 1.84% | 5.67% | 8.30% | Q2 2017 | Q3 2018 | 6 |
Brookfield Asset Management | 5 | 1 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q2 2023 | 6 |
First National Advisers, LLC | 6 | 6 | 0.66% | 0.91% | 1.07% | Q2 2022 | Q3 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.03% | 0.05% | 0.14% | Q2 2013 | Q3 2014 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.76% | 0.85% | 1.03% | Q3 2016 | Q4 2017 | 6 |
Frontier Wealth Management LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2022 | 6 |
3G Capital Partners | 6 | 6 | 1.95% | 4.33% | 5.84% | Q1 2017 | Q2 2018 | 6 |
Perella Weinberg Partners Capital Management LP | 3 | 1 | 0.02% | 0.29% | 0.51% | Q2 2013 | Q4 2018 | 6 |
Cedar Mountain Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
WCG Management, L.P. | 6 | 6 | 2.36% | 7.46% | 9.50% | Q4 2014 | Q1 2016 | 6 |
EMERGING SOVEREIGN GROUP LLC | 6 | 6 | 2.84% | 4.73% | 6.90% | Q3 2015 | Q4 2016 | 6 |
Beck Bode, LLC | 5 | 1 | 0.05% | 2.46% | 3.57% | Q3 2020 | Q1 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Thrax Management, LLC | 4 | 4 | 0.77% | 1.54% | 2.22% | Q1 2016 | Q4 2016 | 5 |
AXS Investments LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 5 |
SUFFOLK CAPITAL MANAGEMENT LLC | 2 | 1 | 0.45% | 0.88% | 1.52% | Q3 2013 | Q4 2017 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Ironwood Financial, llc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Koss-Olinger Consulting, LLC | 5 | 5 | 0.05% | 0.13% | 0.16% | Q3 2021 | Q3 2022 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2020 | 5 |
First Financial Bank - Trust Division | 5 | 5 | 0.56% | 0.75% | 0.94% | Q4 2022 | Q4 2023 | 5 |
FIRST FOUNDATION ADVISORS | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 5 |
BHF Kleinwort Benson Group S.A. | 5 | 5 | 0.02% | 0.20% | 0.26% | Q1 2015 | Q1 2016 | 5 |
Segment Wealth Management, LLC | 5 | 5 | 0.55% | 0.66% | 0.77% | Q2 2018 | Q2 2019 | 5 |
General Partner, Inc. | 5 | 5 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 2 | 0.05% | 0.19% | 0.41% | Q4 2017 | Q4 2020 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2017 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
McNamara Financial Services, Inc. | 5 | 5 | 0.92% | 1.31% | 1.69% | Q4 2014 | Q4 2015 | 5 |
Luxor Capital Group, LP | 4 | 4 | 0.44% | 2.85% | 5.07% | Q2 2014 | Q1 2015 | 5 |
Westchester Capital Management, LLC | 3 | 3 | 0.39% | 0.69% | 1.19% | Q4 2012 | Q2 2013 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2019 | 5 |
Sterling Investment Counsel, LLC | 5 | 5 | 0.15% | 0.25% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Avidian Wealth Solutions, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 5 |
Wealth Architects, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2022 | 5 |
Strategic Investment Advisors / MI | 4 | 1 | 0.06% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 5 |
Hartford Funds Management Co LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Fortitude Advisory Group L.L.C. | 4 | 1 | 0.14% | 0.16% | 0.20% | Q4 2021 | Q2 2023 | 5 |
ALERUS FINANCIAL NA | 5 | 5 | 0.02% | 0.34% | 0.63% | Q3 2021 | Q3 2022 | 5 |
Formidable Asset Management, LLC | 4 | 1 | 0.01% | 0.04% | 0.05% | Q1 2019 | Q3 2021 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 5 |
Greystone Managed Investments Inc. | 5 | 5 | 0.35% | 0.38% | 0.41% | Q3 2018 | Q3 2019 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Diversified Trust Co | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
PEAK FINANCIAL ADVISORS LLC | 5 | 5 | 1.03% | 1.17% | 1.46% | Q4 2021 | Q4 2022 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Nokota Management, LP | 3 | 1 | 0.12% | 1.03% | 2.18% | Q1 2017 | Q3 2018 | 5 |
Franklin Street Capital Partners, LLC | 5 | 5 | 3.92% | 5.39% | 7.07% | Q4 2020 | Q4 2021 | 5 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2017 | 5 |
Chiron Investment Management, LLC | 3 | 2 | 0.06% | 3.38% | 4.87% | Q2 2021 | Q3 2022 | 5 |
Seelaus Asset Management LLC | 5 | 5 | 0.12% | 0.33% | 0.67% | Q4 2021 | Q4 2022 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Waverly Advisors, LLC | 3 | 1 | 0.02% | 0.10% | 0.19% | Q3 2015 | Q3 2023 | 5 |
HighVista Strategies LLC | 3 | 1 | 0.28% | 0.56% | 0.73% | Q1 2016 | Q3 2018 | 5 |
Corvex Management LP | 2 | 2 | 0.54% | 2.10% | 3.95% | Q2 2013 | Q3 2013 | 5 |
Norway Savings Bank | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2020 | 5 |
SECOR Capital Advisors, LP | 1 | 1 | 0.02% | 0.28% | 0.77% | Q3 2014 | Q3 2016 | 5 |
LG Capital Management, LP | 4 | 1 | 1.44% | 2.23% | 4.13% | Q4 2013 | Q1 2015 | 5 |
Miramar Capital, LLC | 5 | 5 | 1.78% | 2.48% | 2.82% | Q4 2018 | Q4 2019 | 5 |
DENVER INVESTMENT ADVISORS LLC | 3 | 1 | 0.01% | 0.09% | 0.16% | Q1 2014 | Q3 2016 | 5 |
Silverleafe Capital Partners, LLC | 5 | 5 | 1.01% | 1.52% | 1.81% | Q4 2017 | Q4 2018 | 5 |
ARS Investment Partners, LLC | 5 | 5 | 1.53% | 2.44% | 3.11% | Q4 2018 | Q4 2019 | 5 |
Golden State Wealth Management, LLC | 3 | 2 | 0.06% | 0.14% | 0.20% | Q1 2019 | Q2 2020 | 5 |
TOEWS CORP /ADV | 4 | 1 | 0.07% | 0.43% | 0.81% | Q2 2018 | Q4 2022 | 5 |
PARK PRESIDIO CAPITAL LLC | 5 | 5 | 2.49% | 6.84% | 9.22% | Q1 2017 | Q1 2018 | 5 |
JCIC Asset Management Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.02% | 0.14% | 0.31% | Q4 2021 | Q3 2023 | 5 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 5 |
ALETHEA CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.20% | 0.33% | 0.61% | Q1 2019 | Q1 2020 | 5 |
Tuttle Capital Management, LLC | 5 | 5 | 0.08% | 1.29% | 2.68% | Q3 2017 | Q3 2018 | 5 |
First Affirmative Financial Network | 5 | 5 | 0.16% | 0.23% | 0.31% | Q4 2022 | Q4 2023 | 5 |
CAMDEN NATIONAL BANK | 5 | 5 | 0.88% | 0.94% | 0.99% | Q3 2022 | Q3 2023 | 5 |
CCG WEALTH MANAGEMENT, LLC | 5 | 5 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q4 2022 | 5 |
Cavalier Investments, LLC | 5 | 5 | 0.20% | 0.60% | 0.89% | Q4 2015 | Q4 2016 | 5 |
NWAM LLC | 3 | 2 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q2 2021 | 5 |
WealthShield Partners, LLC | 5 | 5 | 0.00% | 0.05% | 0.11% | Q2 2020 | Q2 2021 | 5 |
Jupiter Investment Management Ltd | 2 | 1 | 0.00% | 0.06% | 0.12% | Q4 2013 | Q4 2018 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.13% | 0.24% | 0.35% | Q4 2019 | Q4 2020 | 5 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 4 | 1 | 0.46% | 0.78% | 1.04% | Q4 2015 | Q3 2017 | 5 |
Standard Investments LLC | 4 | 1 | 0.14% | 0.25% | 0.42% | Q3 2013 | Q3 2015 | 5 |
FIRST CITIZENS BANK & TRUST CO | 3 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q2 2019 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 5 |
Price Wealth, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2020 | 5 |
Perpetual Ltd | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
AlphaCore Capital LLC | 5 | 5 | 0.05% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Heartland Bank & Trust Co | 5 | 5 | 0.40% | 0.47% | 0.55% | Q4 2021 | Q4 2022 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.04% | 0.16% | 0.60% | Q2 2013 | Q2 2021 | 5 |
Solstein Capital, LLC | 3 | 2 | 0.00% | 0.17% | 0.26% | Q1 2020 | Q2 2021 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
BOENNING & SCATTERGOOD, INC. | 4 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q1 2021 | 5 |
CARBONADO CAPITAL | 5 | 5 | 7.14% | 9.19% | 13.06% | Q4 2017 | Q4 2018 | 5 |
Abbrea Capital, LLC | 3 | 1 | 0.05% | 0.06% | 0.08% | Q1 2018 | Q3 2019 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.15% | 0.18% | 0.19% | Q4 2022 | Q4 2023 | 5 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Pearl River Capital, LLC | 1 | 1 | 0.10% | 0.20% | 0.30% | Q4 2018 | Q4 2022 | 5 |
Personal Capital Advisors Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 5 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 1 | 0.03% | 0.12% | 0.48% | Q2 2021 | Q3 2023 | 5 |
St. James Investment Company, LLC | 5 | 5 | 0.10% | 0.13% | 0.17% | Q4 2020 | Q4 2021 | 5 |
Maryland Capital Management | 3 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q4 2019 | 5 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 4 | 1 | 0.01% | 0.05% | 0.13% | Q2 2017 | Q3 2018 | 5 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.16% | 0.47% | 1.04% | Q3 2016 | Q3 2018 | 5 |
Western Pacific Wealth Management, LP | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.11% | 0.13% | 0.16% | Q2 2015 | Q2 2016 | 5 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.20% | 0.56% | 1.80% | Q3 2015 | Q1 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Bain Capital Public Equity, LP | 4 | 4 | 1.41% | 5.15% | 7.02% | Q4 2022 | Q3 2023 | 5 |
BERRY GROUP, LLC | 5 | 5 | 0.20% | 0.23% | 0.29% | Q4 2019 | Q4 2020 | 5 |
Marathon Partners Equity Management, LLC | 5 | 5 | 1.36% | 1.99% | 2.54% | Q2 2014 | Q2 2015 | 5 |
Benin Management CORP | 2 | 1 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 5 |
MOODY LYNN & LIEBERSON, LLC | 3 | 1 | 0.05% | 0.29% | 0.50% | Q3 2016 | Q2 2020 | 5 |
Dorsey & Whitney Trust CO LLC | 3 | 2 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.04% | 0.06% | 0.10% | Q4 2016 | Q4 2017 | 5 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC | 2 | 1 | 0.19% | 1.83% | 6.05% | Q1 2013 | Q4 2013 | 5 |
FARALLON CAPITAL MANAGEMENT LLC | 3 | 2 | 1.16% | 1.83% | 2.35% | Q2 2013 | Q3 2017 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 2 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q2 2023 | 5 |
Eton Park Capital Management, L.P. | 5 | 5 | 1.48% | 2.53% | 3.24% | Q3 2013 | Q3 2014 | 5 |
TLP GROUP LLC | 3 | 1 | 0.00% | 0.11% | 0.22% | Q3 2016 | Q3 2018 | 5 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q4 2015 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2016 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.06% | 0.10% | Q2 2017 | Q1 2021 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 2.00% | 2.15% | 2.28% | Q4 2022 | Q4 2023 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.10% | 0.15% | 0.19% | Q3 2016 | Q3 2023 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 5 |
Destination Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 5 |
Sitrin Capital Management LLC | 5 | 5 | 2.46% | 3.17% | 3.90% | Q4 2018 | Q4 2019 | 5 |
MASTRAPASQUA ASSET MANAGEMENT INC | 4 | 4 | 0.63% | 0.74% | 0.85% | Q4 2018 | Q3 2019 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Varma Mutual Pension Insurance Co | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.54% | 0.59% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tiger Eye Capital LLC | 4 | 4 | 2.26% | 3.25% | 4.84% | Q4 2015 | Q3 2016 | 4 |
SpiderRock Advisors, LLC | 3 | 3 | 0.00% | 0.54% | 1.88% | Q1 2017 | Q3 2017 | 4 |
Artemis Investment Management LLP | 2 | 2 | 0.05% | 0.21% | 0.38% | Q1 2019 | Q2 2021 | 4 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 3 | 1 | 0.71% | 0.87% | 1.03% | Q3 2013 | Q4 2014 | 4 |
Morse Asset Management, Inc | 3 | 1 | 0.06% | 0.15% | 0.37% | Q1 2018 | Q3 2019 | 4 |
Merchants' Gate Capital LP | 4 | 4 | 1.57% | 2.63% | 4.12% | Q2 2013 | Q1 2014 | 4 |
BANK OF STOCKTON | 4 | 4 | 0.13% | 0.15% | 0.19% | Q2 2019 | Q1 2020 | 4 |
Pentwater Capital Management LP | 2 | 2 | 0.01% | 0.25% | 0.62% | Q2 2013 | Q2 2014 | 4 |
FACTORY MUTUAL INSURANCE CO | 4 | 4 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Busey Bank | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.15% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 2 | 1 | 0.00% | 0.04% | 0.14% | Q1 2019 | Q3 2023 | 4 |
Stanford Investment Group, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 4 |
Interval Partners, LP | 2 | 1 | 0.26% | 1.04% | 1.69% | Q4 2016 | Q3 2023 | 4 |
Integrated Advisors Network LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MD Financial Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.28% | 0.38% | 0.46% | Q1 2021 | Q3 2023 | 4 |
Deane Retirement Strategies, Inc. | 3 | 1 | 0.00% | 0.48% | 0.99% | Q3 2020 | Q3 2021 | 4 |
17 CAPITAL PARTNERS, LLC | 4 | 4 | 0.99% | 1.16% | 1.35% | Q4 2021 | Q3 2022 | 4 |
CMH Wealth Management LLC | 4 | 4 | 1.53% | 1.70% | 1.83% | Q1 2019 | Q4 2019 | 4 |
Squar Milner Financial Services LLC | 2 | 2 | 0.07% | 0.11% | 0.21% | Q1 2019 | Q1 2020 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CARLSON CAPITAL L P | 2 | 1 | 0.01% | 0.16% | 0.26% | Q4 2015 | Q4 2018 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
CAMPBELL CAPITAL MANAGEMENT INC | 4 | 4 | 0.13% | 2.89% | 4.77% | Q1 2019 | Q4 2019 | 4 |
DIVIDEND ASSETS CAPITAL, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 4 |
Gerry Farber, LLC | 4 | 4 | 0.67% | 1.88% | 3.38% | Q3 2013 | Q2 2014 | 4 |
Wealthspire Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 4 |
MISSION WEALTH MANAGEMENT, LP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 2 | 0.03% | 0.16% | 0.30% | Q4 2021 | Q4 2022 | 4 |
Partnervest Advisory Services LLC | 2 | 1 | 0.08% | 0.12% | 0.15% | Q1 2018 | Q2 2019 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.12% | 0.23% | 0.45% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
Lavaca Capital LLC | 4 | 4 | 0.08% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2014 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.05% | 0.18% | Q2 2023 | Q3 2023 | 4 |
ROYCE & ASSOCIATES LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
NewEdge Wealth, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Leeward Financial Partners, LLC | 4 | 4 | 1.34% | 1.46% | 1.61% | Q4 2022 | Q3 2023 | 4 |
AllSquare Wealth Management LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Bruderman Asset Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2019 | 4 |
JS Capital Management LLC | 4 | 4 | 0.21% | 0.27% | 0.34% | Q1 2015 | Q4 2015 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.17% | 0.28% | 0.36% | Q4 2021 | Q3 2022 | 4 |
HS Management Partners, LLC | 4 | 4 | 3.03% | 4.12% | 5.15% | Q2 2021 | Q1 2022 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.39% | 0.51% | 0.72% | Q2 2013 | Q1 2014 | 4 |
ARGONAUT CAPITAL MANAGEMENT CORP | 4 | 4 | 1.42% | 2.82% | 4.62% | Q4 2014 | Q3 2015 | 4 |
Concert Wealth Management Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q1 2017 | 4 |
Chicago Capital, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.15% | 0.19% | 0.26% | Q1 2018 | Q4 2018 | 4 |
Sculptor Capital LP | 3 | 1 | 0.01% | 0.35% | 0.70% | Q2 2013 | Q1 2017 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.01% | 0.07% | 0.14% | Q1 2016 | Q2 2017 | 4 |
Ruggie Capital Group | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2018 | 4 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.15% | 0.35% | Q2 2019 | Q3 2021 | 4 |
Newfound Research LLC | 4 | 4 | 0.10% | 0.17% | 0.22% | Q4 2021 | Q3 2022 | 4 |
SNOW CAPITAL MANAGEMENT LP | 4 | 4 | 0.05% | 0.21% | 0.28% | Q1 2020 | Q4 2020 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.11% | 0.13% | 0.15% | Q1 2023 | Q4 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
AEGON ASSET MANAGEMENT UK PLC | 4 | 4 | 0.05% | 1.41% | 1.89% | Q3 2017 | Q2 2018 | 4 |
WestEnd Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Oak Thistle LLC | 2 | 1 | 0.10% | 0.25% | 0.63% | Q1 2022 | Q3 2023 | 4 |
PRECEPT MANAGEMENT LLC | 4 | 4 | 0.13% | 0.59% | 0.95% | Q1 2018 | Q4 2018 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
RIVERPARK CAPITAL MANAGEMENT LLC | 4 | 4 | 1.05% | 1.38% | 1.53% | Q4 2018 | Q3 2019 | 4 |
Compton Wealth Advisory Group, LLC | 4 | 4 | 0.31% | 0.42% | 0.62% | Q4 2018 | Q3 2019 | 4 |
Axel Capital Management, LLC | 4 | 4 | 4.94% | 6.01% | 6.52% | Q4 2017 | Q3 2018 | 4 |
FARLEY CAPITAL L.P. | 4 | 4 | 0.31% | 0.33% | 0.34% | Q2 2020 | Q1 2021 | 4 |
FDO Partners, LLC | 3 | 1 | 0.11% | 0.41% | 0.96% | Q2 2016 | Q2 2017 | 4 |
Kingfisher Capital LLC | 2 | 2 | 0.56% | 0.66% | 0.74% | Q3 2018 | Q4 2020 | 4 |
SAM Advisors, LLC | 4 | 4 | 1.14% | 1.26% | 1.38% | Q3 2021 | Q2 2022 | 4 |
Applied Finance Capital Management, LLC | 4 | 4 | 1.58% | 1.74% | 1.87% | Q4 2022 | Q3 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
JFG Wealth Management, LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q1 2022 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q4 2021 | 4 |
Clearline Capital LP | 4 | 4 | 0.79% | 1.05% | 1.38% | Q4 2020 | Q3 2021 | 4 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2018 | Q3 2019 | 4 |
Northeast Financial Consultants Inc | 4 | 4 | 0.11% | 0.12% | 0.14% | Q1 2019 | Q4 2019 | 4 |
RMB Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 4 |
RiverPark Advisors, LLC | 4 | 4 | 0.26% | 0.29% | 0.34% | Q4 2018 | Q3 2019 | 4 |
Wing Lake Capital, LLC | 4 | 4 | 4.41% | 5.89% | 7.48% | Q4 2013 | Q3 2014 | 4 |
Bouchey Financial Group Ltd | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q4 2020 | 4 |
AHL Partners LLP | 3 | 1 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q4 2017 | 4 |
Alpine Global Management, LLC | 3 | 1 | 0.03% | 0.06% | 0.09% | Q4 2014 | Q3 2021 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 0.48% | 0.50% | 0.53% | Q4 2015 | Q3 2016 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q3 2020 | Q2 2021 | 4 |
Roof Advisory Group, Inc. | 4 | 4 | 1.72% | 1.96% | 2.45% | Q4 2017 | Q3 2018 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Field & Main Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Kehrs Ridge Capital,LLC | 2 | 1 | 3.02% | 5.62% | 7.14% | Q4 2019 | Q3 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 3 | 1 | 0.04% | 0.33% | 0.52% | Q4 2020 | Q3 2022 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 1.00% | 1.06% | 1.17% | Q4 2022 | Q3 2023 | 4 |
Arden Trust Co | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q1 2020 | 4 |
Meridian Wealth Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 4 |
Azimuth Capital Investment Management LLC | 4 | 4 | 0.72% | 0.81% | 1.03% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
ADE, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
BEECHER INVESTORS INC | 4 | 4 | 5.38% | 6.01% | 6.79% | Q4 2021 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.05% | 0.12% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Perfromance Wealth Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Crescent Sterling, Ltd. | 4 | 4 | 0.95% | 1.06% | 1.21% | Q4 2022 | Q3 2023 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.74% | 0.78% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Counsel Portfolio Services Inc. | 4 | 4 | 0.15% | 0.19% | 0.22% | Q3 2015 | Q2 2016 | 4 |
EPG Wealth Management LLC | 3 | 1 | 0.02% | 0.07% | 0.15% | Q4 2019 | Q4 2021 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Invictus RG Pte. Ltd. | 4 | 4 | 0.04% | 0.07% | 0.12% | Q1 2014 | Q4 2014 | 4 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 4 |
Systematic Alpha Investments, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Delta Accumulation, LLC | 2 | 2 | 0.60% | 0.64% | 0.69% | Q4 2022 | Q1 2023 | 4 |
Legacy CG, LLC | 4 | 4 | 1.38% | 1.75% | 2.05% | Q2 2022 | Q1 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 0.67% | 0.72% | 0.77% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.31% | 1.23% | Q4 2022 | Q3 2023 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.23% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
DSM CAPITAL PARTNERS LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q2 2014 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Meritas Wealth Management, LLC | 4 | 4 | 0.20% | 0.23% | 0.28% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.69% | 0.72% | 0.81% | Q4 2022 | Q3 2023 | 4 |
J. Goldman & Co LP | 2 | 1 | 0.06% | 0.46% | 1.54% | Q2 2016 | Q1 2023 | 4 |
Charter Bridge Capital Management, L.P. | 2 | 1 | 2.07% | 3.05% | 4.35% | Q1 2014 | Q1 2015 | 4 |
BBVA USA Bancshares, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 4 |
HENDLEY & CO INC | 2 | 2 | 0.09% | 0.12% | 0.16% | Q2 2018 | Q3 2019 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 4 | 2.04% | 2.24% | 2.35% | Q4 2015 | Q3 2016 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Harvest Fund Management Co., Ltd | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Almanack Investment Partners, LLC. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Man Investments Ltd | 3 | 1 | 0.15% | 0.31% | 0.37% | Q2 2013 | Q2 2014 | 4 |
Ergoteles LLC | 4 | 4 | 0.01% | 0.15% | 0.42% | Q1 2022 | Q4 2022 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 4 |
DEERE & CO | 3 | 1 | 0.06% | 0.09% | 0.11% | Q3 2014 | Q3 2016 | 4 |
Arlington Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q2 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Enlightenment Research, LLC | 1 | 1 | 0.48% | 1.07% | 1.85% | Q4 2018 | Q3 2022 | 4 |
FCG ADVISORS, LLC | 2 | 1 | 0.11% | 0.12% | 0.14% | Q4 2016 | Q3 2018 | 4 |
WEALTHSOURCE PARTNERS, LLC | 3 | 1 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q2 2022 | 4 |
Penn Capital Management Company, LLC | 3 | 3 | 0.01% | 0.32% | 0.60% | Q2 2013 | Q4 2013 | 3 |
Archipel Asset Management AB | 3 | 3 | 1.80% | 2.02% | 2.35% | Q3 2013 | Q1 2014 | 3 |
iSAM Funds (UK) Ltd | 3 | 3 | 0.74% | 1.05% | 1.26% | Q1 2023 | Q3 2023 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.84% | 1.10% | 1.34% | Q4 2014 | Q2 2015 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Cooper Financial Group | 3 | 3 | 0.09% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Placemark Investments, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 3 |
Capital International Sarl | 3 | 3 | 0.09% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Kepos Capital LP | 2 | 1 | 0.26% | 0.90% | 2.16% | Q4 2017 | Q3 2018 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.02% | 0.08% | 0.20% | Q4 2017 | Q2 2018 | 3 |
Firestone Capital Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Atlas Private Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Freedom Day Solutions, LLC | 3 | 3 | 1.36% | 1.49% | 1.58% | Q2 2018 | Q4 2018 | 3 |
Gary Goldberg Planning Services Inc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q4 2014 | 3 |
Covenant Asset Management, LLC | 3 | 3 | 0.75% | 0.75% | 0.77% | Q2 2018 | Q4 2018 | 3 |
HEADINVEST, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Lenox Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 3 |
Verde Servicos Internacionais S.A. | 3 | 3 | 1.50% | 1.60% | 1.68% | Q1 2019 | Q3 2019 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
Shay Capital LLC | 2 | 1 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q2 2022 | 3 |
Value Partners Investments Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Cupps Capital Management, LLC | 3 | 3 | 0.33% | 0.73% | 1.12% | Q1 2016 | Q3 2016 | 3 |
Creegan & Nassoura Financial Group, LLC | 3 | 3 | 0.62% | 0.65% | 0.68% | Q1 2023 | Q3 2023 | 3 |
BRYN MAWR CAPITAL MANAGEMENT INC | 2 | 1 | 0.28% | 0.76% | 1.47% | Q2 2013 | Q4 2014 | 3 |
Benchmark Investment Advisors LLC | 3 | 3 | 0.48% | 0.53% | 0.58% | Q4 2021 | Q2 2022 | 3 |
BANK OF THE WEST | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q2 2015 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 0.28% | 0.29% | 0.29% | Q4 2020 | Q2 2021 | 3 |
Sandia Investment Management LP | 3 | 3 | 0.06% | 0.11% | 0.22% | Q4 2022 | Q2 2023 | 3 |
Credo Capital Management, LLC | 3 | 3 | 1.68% | 1.87% | 2.07% | Q2 2013 | Q4 2013 | 3 |
Bradley & Co. Private Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q4 2016 | 3 |
Maven Securities LTD | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2022 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2023 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
FRONT BARNETT ASSOCIATES LLC | 3 | 3 | 0.22% | 0.22% | 0.23% | Q3 2020 | Q1 2021 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q2 2018 | 3 |
BSW Wealth Partners | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
BTG Pactual Asset Management S.A. DTVM | 3 | 3 | 6.89% | 9.21% | 11.32% | Q2 2015 | Q4 2015 | 3 |
Ledyard National Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 3 |
Camelot Portfolios, LLC | 3 | 3 | 0.35% | 0.44% | 0.52% | Q1 2019 | Q3 2019 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 3 |
Cowen Prime Services LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Rip Road Capital Partners LP | 3 | 3 | 3.39% | 3.65% | 3.85% | Q4 2019 | Q2 2020 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
COASTLAND CAPITAL LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q3 2016 | 3 |
Opera Trading Capital | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
WATERS PARKERSON & CO., LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Onex Canada Asset Management Inc. | 3 | 3 | 0.19% | 1.11% | 1.88% | Q1 2019 | Q3 2019 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Elgethun Capital Management | 2 | 1 | 0.11% | 0.14% | 0.15% | Q4 2016 | Q1 2018 | 3 |
Indices-Pac Research Corp. | 2 | 1 | 0.15% | 0.31% | 0.55% | Q2 2013 | Q1 2014 | 3 |
Reliant Investment Management, LLC | 3 | 3 | 1.66% | 1.74% | 1.82% | Q4 2020 | Q2 2021 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Sturgeon Ventures LLP | 3 | 3 | 0.57% | 0.94% | 1.56% | Q4 2017 | Q2 2018 | 3 |
MANA Advisors LLC | 1 | 1 | 0.70% | 0.92% | 1.31% | Q1 2018 | Q2 2019 | 3 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 3 | 3 | 1.06% | 1.12% | 1.23% | Q2 2020 | Q4 2020 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 3 |
Neuberger Berman Canada ULC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q1 2017 | Q3 2017 | 3 |
DESTRIER CAPITAL MANAGEMENT LLC | 3 | 3 | 2.63% | 4.75% | 7.12% | Q4 2013 | Q2 2014 | 3 |
PHILADELPHIA TRUST CO | 2 | 1 | 0.03% | 0.14% | 0.20% | Q4 2019 | Q4 2022 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q4 2013 | 3 |
VSR Financial Services, Inc. | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2015 | Q2 2016 | 3 |
Strategic Advisors LLC | 3 | 3 | 0.42% | 0.45% | 0.47% | Q1 2021 | Q3 2021 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q1 2016 | Q3 2016 | 3 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q1 2021 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Caerus Global Investors LLC | 3 | 3 | 0.71% | 2.56% | 4.11% | Q2 2013 | Q4 2013 | 3 |
Wedmont Private Capital | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 3 |
Roble, Belko & Company, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 3 |
SHERBROOKE PARK ADVISERS LLC | 2 | 1 | 0.09% | 0.27% | 0.38% | Q4 2022 | Q3 2023 | 3 |
MARVIN & PALMER ASSOCIATES INC | 3 | 3 | 1.57% | 1.88% | 2.11% | Q1 2016 | Q3 2016 | 3 |
Goodman Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 3 | 3 | 1.04% | 1.35% | 1.58% | Q4 2016 | Q2 2017 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
NatWest Group plc | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Horizon Wealth Management, LLC | 3 | 3 | 0.66% | 0.74% | 0.89% | Q4 2021 | Q2 2022 | 3 |
VICUS CAPITAL | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q2 2016 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Sterling Ridge Capital Management LP | 2 | 1 | 0.38% | 0.74% | 1.45% | Q1 2015 | Q1 2016 | 3 |
Delek Group, Ltd. | 3 | 3 | 0.60% | 0.72% | 0.88% | Q4 2018 | Q2 2019 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2019 | 3 |
Alpha Paradigm Partners, LLC | 2 | 1 | 0.01% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
55I, LLC | 2 | 1 | 0.01% | 0.24% | 0.70% | Q1 2019 | Q3 2022 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.07% | 0.15% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2022 | 3 |
Turim 21 Investimentos Ltda. | 3 | 3 | 1.17% | 4.62% | 6.71% | Q1 2021 | Q3 2021 | 3 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 3 |
FULLER & THALER ASSET MANAGEMENT, INC. | 3 | 3 | 0.29% | 0.32% | 0.34% | Q1 2014 | Q3 2014 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q1 2020 | 3 |
WFA of San Diego, LLC | 1 | 1 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q4 2022 | 3 |
GRATRY & Co LLC | 2 | 1 | 0.25% | 0.28% | 0.34% | Q2 2016 | Q3 2017 | 3 |
HWG Holdings LP | 3 | 3 | 0.00% | 0.12% | 0.36% | Q2 2023 | Q4 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Vantage Investment Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2018 | 3 |
DAVIDSON INVESTMENT ADVISORS | 3 | 3 | 0.77% | 1.08% | 1.26% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Cornerstone Wealth Group, LLC | 3 | 3 | 0.06% | 0.10% | 0.12% | Q1 2019 | Q3 2019 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
GLG INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Swift Run Capital | 3 | 3 | 0.14% | 0.16% | 0.19% | Q4 2017 | Q2 2018 | 3 |
Atika Capital Management LLC | 3 | 3 | 1.37% | 1.49% | 1.70% | Q1 2016 | Q3 2016 | 3 |
ICC CAPITAL MANAGEMENT INC/ | 3 | 3 | 0.69% | 0.78% | 0.89% | Q3 2014 | Q1 2015 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.15% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
ArrowMark Colorado Holdings LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q4 2018 | 3 |
TD Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
WealthStone, Inc. | 2 | 1 | 0.05% | 0.07% | 0.08% | Q2 2019 | Q1 2021 | 3 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.04% | 0.12% | 0.16% | Q3 2023 | Q3 2023 | 3 |
Bain Capital Public Equity Management, LLC | 3 | 3 | 2.36% | 2.70% | 3.31% | Q2 2013 | Q4 2013 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Banyan Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 3 |
Tevis Investment Management | 3 | 3 | 0.01% | 0.05% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Semmax Financial Advisors Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 3 |
Wagner Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 3 |
Leap Investments LP | 3 | 3 | 0.11% | 0.57% | 1.16% | Q3 2019 | Q1 2020 | 3 |
Soros Fund Management | 2 | 1 | 0.01% | 0.74% | 1.38% | Q2 2013 | Q1 2017 | 3 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
Jackson Wealth Management, LLC | 2 | 1 | 0.04% | 0.18% | 0.28% | Q3 2015 | Q4 2019 | 3 |
Pine River Capital Management L.P. | 3 | 3 | 0.11% | 0.17% | 0.23% | Q1 2016 | Q3 2016 | 3 |
Activest Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 1.65% | 1.80% | 1.93% | Q1 2023 | Q3 2023 | 3 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.13% | 0.42% | 0.88% | Q3 2015 | Q4 2018 | 3 |
IFG Advisory, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
DC Investments Management, LLC | 3 | 3 | 0.25% | 0.41% | 0.67% | Q1 2018 | Q3 2018 | 3 |
GARDNER LEWIS ASSET MANAGEMENT L P | 3 | 3 | 0.10% | 0.12% | 0.14% | Q2 2016 | Q4 2016 | 3 |
Woodline Partners LP | 2 | 1 | 0.15% | 0.19% | 0.23% | Q2 2021 | Q2 2023 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
Richard Bernstein Advisors LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Hilltop Holdings Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LMR Master Fund Ltd | 3 | 3 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q4 2013 | 3 |
TimeScale Financial, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 3 |
Wallace Advisory Group, LLC | 3 | 3 | 0.18% | 0.18% | 0.19% | Q4 2022 | Q2 2023 | 3 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.06% | 0.10% | Q3 2016 | Q1 2023 | 3 |
Aperture Investors, LLC | 3 | 3 | 0.45% | 0.88% | 1.14% | Q2 2022 | Q4 2022 | 3 |
Nikko Asset Management Americas, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Lumature Wealth Partners, LLC | 3 | 3 | 0.41% | 0.48% | 0.55% | Q4 2022 | Q2 2023 | 3 |
Epic Trust Investment Advisors, LLC | 3 | 3 | 0.32% | 0.49% | 0.58% | Q3 2022 | Q1 2023 | 3 |
Andromeda Capital LLC | 1 | 1 | 0.61% | 1.05% | 1.80% | Q2 2013 | Q2 2013 | 3 |
Capital Group Private Client Services, Inc. | 3 | 3 | 0.22% | 0.25% | 0.28% | Q1 2023 | Q3 2023 | 3 |
ALGERT GLOBAL LLC | 2 | 1 | 0.14% | 0.30% | 0.40% | Q1 2014 | Q1 2021 | 3 |
FNY Managed Accounts LLC | 1 | 1 | 0.07% | 0.15% | 0.27% | Q3 2015 | Q3 2016 | 3 |
Coatue Management | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Absolute Return Capital, LLC | 3 | 3 | 0.04% | 0.10% | 0.22% | Q1 2014 | Q3 2014 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Parametric Risk Advisors LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q3 2014 | 3 |
PAYDEN & RYGEL | 3 | 3 | 0.99% | 1.03% | 1.08% | Q4 2020 | Q2 2021 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.00% | 0.05% | 0.11% | Q4 2018 | Q2 2021 | 3 |
Inlet Private Wealth, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Boussard & Gavaudan Investment Management LLP | 3 | 3 | 0.07% | 0.15% | 0.25% | Q4 2015 | Q2 2016 | 3 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.57% | 1.68% | Q3 2016 | Q3 2018 | 3 |
Benchmark Financial Wealth Advisors, LLC | 3 | 3 | 0.26% | 0.27% | 0.27% | Q4 2018 | Q2 2019 | 3 |
United American Securities Inc. (d/b/a UAS Asset Management) | 2 | 1 | 0.26% | 0.88% | 2.09% | Q3 2018 | Q3 2019 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
Pratt Collard Advisory Partners LLC | 3 | 3 | 0.24% | 0.34% | 0.39% | Q4 2020 | Q2 2021 | 3 |
Bordeaux Wealth Advisors LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Madden Advisory Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q1 2017 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2017 | Q2 2019 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
CapWealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
SeaStone Capital Management, L.P. | 2 | 2 | 3.99% | 4.23% | 4.47% | Q2 2013 | Q3 2013 | 2 |
AIA Group Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.57% | 0.58% | 0.60% | Q3 2022 | Q4 2022 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
DSAM Partners (London) Ltd | 2 | 2 | 3.07% | 3.46% | 3.85% | Q2 2017 | Q3 2017 | 2 |
AJO, LP | 1 | 1 | 0.00% | 0.04% | 0.07% | Q3 2014 | Q2 2018 | 2 |
Coronation Asset Management (Pty) Ltd. | 2 | 2 | 0.54% | 0.61% | 0.68% | Q4 2013 | Q1 2014 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2015 | 2 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 2.96% | 3.02% | 3.07% | Q2 2018 | Q3 2018 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q2 2023 | 2 |
COLUMBIA CAPITAL LLC | 2 | 2 | 0.82% | 1.37% | 1.91% | Q3 2014 | Q4 2014 | 2 |
Marathon Trading Investment Management LLC | 2 | 2 | 0.06% | 0.11% | 0.15% | Q2 2015 | Q3 2015 | 2 |
Regal Partners Ltd | 2 | 2 | 1.04% | 1.22% | 1.40% | Q2 2023 | Q3 2023 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.11% | 0.16% | 0.21% | Q3 2021 | Q2 2022 | 2 |
Fiera Capital Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2016 | 2 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.30% | 0.81% | 1.31% | Q2 2014 | Q4 2015 | 2 |
Tyrian Investments, L.P. | 2 | 2 | 5.58% | 6.03% | 6.49% | Q4 2013 | Q1 2014 | 2 |
Tourbillon Capital Partners, L.P. | 2 | 2 | 0.60% | 0.71% | 0.82% | Q4 2014 | Q1 2015 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Hemenway Trust Co LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
First Long Island Investors, LLC | 2 | 2 | 0.57% | 0.58% | 0.59% | Q2 2023 | Q3 2023 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
VERNIER CAPITAL PARTNERS, LP | 1 | 1 | 3.53% | 6.10% | 8.66% | Q3 2018 | Q1 2019 | 2 |
BlueSpruce Investments, LP | 2 | 2 | 7.80% | 8.24% | 8.69% | Q4 2018 | Q1 2019 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.50% | 0.51% | 0.51% | Q2 2023 | Q3 2023 | 2 |
Eagle Capital Management, LLC | 2 | 2 | 1.41% | 1.78% | 2.16% | Q3 2016 | Q4 2016 | 2 |
ARMISTICE CAPITAL, LLC | 2 | 2 | 0.01% | 0.11% | 0.21% | Q1 2023 | Q2 2023 | 2 |
Supplemental Annuity Collective Trust of NJ | 2 | 2 | 0.28% | 0.29% | 0.30% | Q1 2018 | Q2 2018 | 2 |
Savant Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
IPG Investment Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 2 |
PEOPLES BANK /OH | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2019 | Q3 2019 | 2 |
RKL Wealth Management LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2016 | Q3 2016 | 2 |
Whetstone Capital Advisors, LLC | 2 | 2 | 1.85% | 2.10% | 2.36% | Q1 2014 | Q2 2014 | 2 |
Darsana Capital Partners LP | 2 | 2 | 3.57% | 7.18% | 10.78% | Q2 2023 | Q3 2023 | 2 |
ACCIDENT COMPENSATION CORP | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2018 | Q1 2019 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.16% | 0.27% | 0.38% | Q3 2017 | Q4 2022 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Lighthouse Financial Advisors, Inc. | 2 | 2 | 0.51% | 0.51% | 0.51% | Q4 2019 | Q1 2020 | 2 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2020 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.58% | 0.71% | 0.84% | Q2 2022 | Q3 2022 | 2 |
Bray Capital Advisors | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q3 2015 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.15% | 0.28% | Q1 2018 | Q4 2018 | 2 |
Price Capital Management, Inc. | 1 | 1 | 0.45% | 0.73% | 1.00% | Q1 2015 | Q3 2015 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2021 | 2 |
Sendero Wealth Management, LLC | 2 | 2 | 0.16% | 0.19% | 0.23% | Q4 2021 | Q1 2022 | 2 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q2 2018 | Q3 2020 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Sapphire Star Partners LP | 2 | 2 | 0.38% | 0.39% | 0.40% | Q2 2016 | Q3 2016 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Schneider Downs Wealth Management Advisors, LP | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Exane Asset Management | 2 | 2 | 0.02% | 0.06% | 0.11% | Q3 2018 | Q4 2018 | 2 |
Rokos Capital Management LLP | 2 | 2 | 0.26% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
GFS Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q1 2016 | Q1 2021 | 2 |
Schonfeld Group Holdings LLC | 2 | 2 | 0.23% | 0.36% | 0.48% | Q3 2013 | Q4 2013 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.06% | 0.26% | 0.47% | Q1 2021 | Q1 2021 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2019 | 2 |
Ativo Capital Management LLC | 1 | 1 | 0.26% | 0.28% | 0.29% | Q2 2018 | Q4 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2016 | Q3 2016 | 2 |
AidennLair Capital Management LP | 2 | 2 | 2.30% | 3.36% | 4.42% | Q4 2016 | Q1 2017 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.05% | 0.13% | 0.20% | Q1 2015 | Q1 2017 | 2 |
Pinz Capital Management, LP | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q1 2020 | 2 |
JT Stratford LLC | 1 | 1 | 0.10% | 0.12% | 0.15% | Q1 2019 | Q2 2020 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 2 | 2 | 0.40% | 0.48% | 0.56% | Q4 2014 | Q1 2015 | 2 |
Stormborn Capital Management, LLC | 1 | 1 | 4.65% | 5.27% | 5.89% | Q1 2019 | Q3 2019 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q3 2016 | 2 |
Benson Investment Management Company, Inc. | 2 | 2 | 2.27% | 2.33% | 2.40% | Q4 2021 | Q1 2022 | 2 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 2 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q2 2019 | 2 |
GenTrust, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 2 | 2 | 0.52% | 0.57% | 0.61% | Q1 2019 | Q2 2019 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
QUATTRO FINANCIAL ADVISORS LLC | 2 | 2 | 0.63% | 0.76% | 0.90% | Q3 2018 | Q4 2018 | 2 |
ALPHASIMPLEX GROUP, LLC | 2 | 2 | 1.17% | 1.17% | 1.17% | Q1 2018 | Q2 2018 | 2 |
SHAPIRO ROBERT N | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
1st Global Advisors, Inc. | 2 | 2 | 0.11% | 0.14% | 0.17% | Q3 2016 | Q4 2016 | 2 |
North Fourth Asset Management, LP | 1 | 1 | 1.21% | 1.62% | 2.03% | Q1 2018 | Q4 2018 | 2 |
AMS Capital Ltda | 1 | 1 | 2.44% | 2.62% | 2.79% | Q2 2020 | Q3 2021 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.16% | 0.17% | 0.17% | Q3 2018 | Q4 2018 | 2 |
Centenus Global Management, LP | 1 | 1 | 0.30% | 0.52% | 0.75% | Q4 2017 | Q4 2018 | 2 |
PREMIER ASSET MANAGEMENT LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q3 2022 | Q4 2022 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.09% | 0.28% | 0.47% | Q3 2014 | Q3 2018 | 2 |
Quadrant Private Wealth Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q2 2022 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.32% | 0.36% | 0.39% | Q2 2018 | Q4 2019 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Athanor Capital, LP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
TIG Advisors, LLC | 1 | 1 | 0.69% | 1.57% | 2.46% | Q2 2013 | Q2 2013 | 2 |
Poehling Capital Management, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
HC Financial Advisors, Inc. | 2 | 2 | 1.11% | 1.11% | 1.11% | Q2 2018 | Q3 2018 | 2 |
Game Creek Capital, LP | 1 | 1 | 0.73% | 1.26% | 1.79% | Q4 2017 | Q1 2019 | 2 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
EMERALD MUTUAL FUND ADVISERS TRUST | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 2 |
Copper Rock Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Ceredex Value Advisors LLC | 2 | 2 | 0.69% | 0.70% | 0.71% | Q1 2023 | Q2 2023 | 2 |
Pinion Investment Advisors, LLC | 2 | 2 | 0.56% | 0.59% | 0.62% | Q3 2019 | Q4 2019 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
GABLES CAPITAL MANAGEMENT INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Machina Capital S.A.S. | 1 | 1 | 0.43% | 0.71% | 1.00% | Q4 2018 | Q4 2022 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.14% | 0.19% | 0.24% | Q2 2018 | Q3 2018 | 2 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 2 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Principal Street Partners, LLC | 2 | 2 | 0.17% | 0.21% | 0.24% | Q1 2019 | Q2 2019 | 2 |
MQS Management LLC | 1 | 1 | 0.25% | 0.30% | 0.35% | Q1 2022 | Q4 2022 | 2 |
Shorepoint Capital Partners LLC | 2 | 2 | 0.48% | 0.53% | 0.57% | Q2 2023 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.02% | 0.08% | 0.14% | Q4 2018 | Q1 2019 | 2 |
Northern Right Capital Management, L.P. | 2 | 2 | 3.17% | 3.74% | 4.31% | Q4 2020 | Q1 2021 | 2 |
MACRO Consulting Group | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q2 2021 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.08% | 0.21% | 0.35% | Q1 2023 | Q2 2023 | 2 |
Paradigm Financial Partners, LLC | 2 | 2 | 0.42% | 0.45% | 0.47% | Q3 2019 | Q4 2019 | 2 |
Edge Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 2 | 2 | 0.63% | 0.66% | 0.70% | Q3 2019 | Q4 2019 | 2 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 2 |
CMC Financial Group | 2 | 2 | 1.46% | 1.52% | 1.58% | Q2 2019 | Q3 2019 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Elliott Investment Management L.P. | 2 | 2 | 0.96% | 0.96% | 0.97% | Q2 2023 | Q3 2023 | 2 |
Li Winifred I | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Empyrean Capital Partners, LP | 2 | 2 | 1.08% | 1.99% | 2.90% | Q2 2013 | Q3 2013 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Paragon Advisors, LLC | 2 | 2 | 0.26% | 0.35% | 0.43% | Q1 2023 | Q2 2023 | 2 |
First Citizens Financial Corp | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Secure Asset Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Mine & Arao Wealth Creation & Management, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RMR Wealth Builders | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q2 2020 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2021 | 2 |
Apex Capital Management | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2015 | Q1 2016 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Davis Capital Management | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2020 | Q2 2020 | 2 |
One01 Capital, LP | 2 | 2 | 7.68% | 8.70% | 9.73% | Q2 2022 | Q3 2022 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.40% | 0.53% | 0.65% | Q1 2023 | Q3 2023 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.43% | 0.63% | 0.83% | Q1 2021 | Q2 2022 | 2 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Artha Asset Management LLC | 2 | 2 | 2.19% | 7.29% | 12.39% | Q1 2022 | Q2 2022 | 2 |
InTrack Investment Management Inc | 2 | 2 | 0.20% | 0.28% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2020 | Q1 2021 | 2 |
Naviter Wealth, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 2 | 2 | 2.29% | 2.30% | 2.31% | Q2 2023 | Q3 2023 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 2 |
Financial Council Asset Management Inc | 1 | 1 | 0.16% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 2 |
Fifth Third Wealth Advisors LLC | 2 | 2 | 0.13% | 0.16% | 0.18% | Q3 2023 | Q4 2023 | 2 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 2 |
China Universal Asset Management Co., Ltd. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
WEALTH EFFECTS LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
REGATTA CAPITAL GROUP, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.19% | 0.31% | 0.43% | Q1 2023 | Q3 2023 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q4 2022 | 2 |
Quantum Private Wealth, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
New Hampshire Trust | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q1 2023 | 2 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q4 2022 | Q1 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.13% | 0.19% | 0.25% | Q2 2023 | Q3 2023 | 2 |
LBP AM SA | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
OFI INVEST ASSET MANAGEMENT | 2 | 2 | 0.64% | 0.79% | 0.94% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.07% | 0.14% | 0.21% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BANK OF EDWARDSVILLE | 2 | 2 | 0.31% | 0.34% | 0.36% | Q1 2019 | Q2 2019 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.44% | 0.47% | 0.49% | Q3 2022 | Q4 2022 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.08% | 0.15% | 0.22% | Q2 2015 | Q4 2020 | 2 |
Chesley Taft & Associates LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2018 | Q3 2018 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Glenview Capital Management | 2 | 2 | 0.32% | 0.40% | 0.49% | Q2 2013 | Q3 2013 | 2 |
PRENTISS SMITH & CO INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
SCOUT CAPITAL MANAGEMENT LLC | 2 | 2 | 1.28% | 4.60% | 7.91% | Q3 2013 | Q4 2013 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.18% | 0.35% | Q2 2019 | Q1 2020 | 2 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.62% | 0.90% | 1.19% | Q2 2016 | Q3 2016 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
ANCHOR CAPITAL ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BAR HARBOR TRUST SERVICES | 2 | 2 | 0.00% | 0.05% | 0.10% | Q1 2022 | Q2 2022 | 2 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.11% | 0.24% | 0.37% | Q4 2018 | Q4 2019 | 2 |
CASTLEARK MANAGEMENT LLC | 2 | 2 | 0.85% | 1.08% | 1.31% | Q2 2019 | Q3 2019 | 2 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q4 2015 | 2 |
COBALT CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.50% | 0.96% | 1.42% | Q2 2013 | Q3 2013 | 2 |
SCOGGIN MANAGEMENT LP | 2 | 2 | 0.67% | 1.03% | 1.39% | Q2 2013 | Q3 2013 | 2 |
BRAVE ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2021 | 2 |
BIRINYI ASSOCIATES INC | 1 | 1 | 0.10% | 0.20% | 0.30% | Q4 2016 | Q1 2018 | 2 |
BOWEN HANES & CO INC | 2 | 2 | 0.78% | 0.84% | 0.89% | Q3 2018 | Q4 2018 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.00% | 0.05% | 0.09% | Q1 2018 | Q2 2018 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2013 | Q3 2013 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q3 2018 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
WESTWOOD MANAGEMENT CORP /IL/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
RAIFF PARTNERS INC | 1 | 1 | 2.18% | 3.24% | 4.29% | Q1 2016 | Q3 2016 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Ignis Investment Services Ltd | 2 | 2 | 0.96% | 0.97% | 0.98% | Q1 2014 | Q2 2014 | 2 |
Wilmington Trust, National Association | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q2 2014 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.14% | 0.28% | 0.41% | Q2 2017 | Q1 2021 | 2 |
MKP Capital Management, L.L.C. | 2 | 2 | 0.55% | 0.67% | 0.78% | Q1 2019 | Q2 2019 | 2 |
Verity & Verity, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
DUDLEY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2022 | Q4 2022 | 1 |
Alaethes Wealth LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
SONA ASSET MANAGEMENT (US) LLC | 1 | 1 | 2.30% | 2.30% | 2.30% | Q3 2022 | Q3 2022 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Granite Harbor Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Concourse Capital Management, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2017 | Q1 2017 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
IRON Financial LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Casablanca Capital LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2013 | Q4 2013 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2014 | Q1 2014 | 1 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Crestline Management, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 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 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
United Community Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Flagship Private Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Rede Wealth, LLC | 1 | 1 | 4.78% | 4.78% | 4.78% | Q1 2021 | Q1 2021 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Scoria Capital Partners LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2016 | Q1 2016 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
JD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2013 | Q2 2013 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 1.83% | 1.83% | 1.83% | Q2 2013 | Q2 2013 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
EQUITABLE TRUST CO | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LOUNTZIS ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
SANDER CAPITAL ADVISORS INC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q4 2017 | Q4 2017 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2020 | Q3 2020 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
KARSCH CAPITAL MANAGEMENT LP | 1 | 1 | 2.06% | 2.06% | 2.06% | Q3 2013 | Q3 2013 | 1 |
TFG Advisers LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Blue Zone Wealth Advisors, LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q3 2023 | Q3 2023 | 1 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2019 | Q4 2019 | 1 |
Connacht Asset Management LP | 1 | 1 | 1.20% | 1.20% | 1.20% | Q4 2020 | Q4 2020 | 1 |
SENTINEL PENSION ADVISORS INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2022 | Q4 2022 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2016 | Q1 2016 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Chronos Wealth Management, LLC | 1 | 1 | 2.13% | 2.13% | 2.13% | Q4 2019 | Q4 2019 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2019 | Q4 2019 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
CERTUITY, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bay Rivers Group | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2019 | Q4 2019 | 1 |
Americana Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
JANA PARTNERS LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2014 | Q1 2014 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
LONESTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2013 | Q2 2013 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
MIK Capital, LP | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2020 | Q4 2020 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
MONOGRAPH WEALTH ADVISORS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Atwater Malick LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Sandell Asset Management Corp. | 1 | 1 | 2.43% | 2.43% | 2.43% | Q2 2013 | Q2 2013 | 1 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Bronson Point Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2013 | Q2 2013 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Sandell Investment Services LLC | 1 | 1 | 2.86% | 2.86% | 2.86% | Q2 2013 | Q2 2013 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2021 | Q3 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Optima Fund Management LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q4 2018 | Q4 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TOMS Capital Investment Management LP | 1 | 1 | 3.94% | 3.94% | 3.94% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Olstein Capital Management, L.P. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2013 | Q2 2013 | 1 |
Callodine Capital Management, LP | 1 | 1 | 1.72% | 1.72% | 1.72% | Q1 2019 | Q1 2019 | 1 |
Distillate Capital Partners LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2021 | Q2 2021 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Perpetual Investment Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Rothschild Capital Partners, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2016 | Q1 2016 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Azimuth Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
NICOLA WEALTH MANAGEMENT LTD. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2018 | Q2 2018 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
HARVEY CAPITAL MANAGEMENT INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Gladstone Capital Management LLP | 1 | 1 | 1.39% | 1.39% | 1.39% | Q1 2017 | Q1 2017 | 1 |
IVORY INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2015 | Q2 2015 | 1 |
Geller Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Alphinity Investment Management Pty Ltd | 1 | 1 | 3.62% | 3.62% | 3.62% | Q4 2017 | Q4 2017 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2017 | Q4 2017 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Newport Wealth Strategies, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
3D ASSET MANAGEMENT, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Hirtle Callaghan & Co LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Horizon Kinetics | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Lucia Wealth Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2021 | Q1 2021 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2018 | Q2 2018 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Islet Management, LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2018 | Q4 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2022 | Q1 2022 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2020 | Q3 2020 | 1 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2017 | Q4 2017 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
Pelorus Jack Capital, L.P. | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2017 | Q4 2017 | 1 |
GOULD ASSET MANAGEMENT LLC /CA/ | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BFSG, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
TRUST CO OF TOLEDO NA /OH/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2017 | Q2 2017 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Gardner Russo & Gardner | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 2.22% | 2.22% | 2.22% | Q1 2023 | Q1 2023 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ullmann Wealth Partners Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Tradeworx Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2013 | Q4 2013 | 1 |
Anavon Capital LLP | 1 | 1 | 7.67% | 7.67% | 7.67% | Q3 2018 | Q3 2018 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2016 | Q1 2016 | 1 |
CAPITAL GROWTH MANAGEMENT LP | 1 | 1 | 2.30% | 2.30% | 2.30% | Q2 2017 | Q2 2017 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2017 | Q1 2017 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2013 | Q3 2013 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sante Capital Fund, LP | 1 | 1 | 2.98% | 2.98% | 2.98% | Q3 2022 | Q3 2022 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
S&CO INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Serengeti Asset Management LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2013 | Q4 2013 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Nicholas Hoffman & Company, LLC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 2.11% | 2.11% | 2.11% | Q3 2018 | Q3 2018 | 1 |
Titan Capital Management, LLC /TX | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2021 | Q1 2021 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
COMPTON CAPITAL MANAGEMENT INC /RI | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
O'Shares Investment Advisers, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Lyons Wealth Management, LLC. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2019 | Q3 2019 | 1 |
Night Square Capital Partners, LP | 1 | 1 | 5.54% | 5.54% | 5.54% | Q4 2016 | Q4 2016 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PCJ Investment Counsel Ltd. | 1 | 1 | 1.32% | 1.32% | 1.32% | Q2 2021 | Q2 2021 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2020 | Q3 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Signition LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2018 | Q2 2018 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2016 | Q1 2016 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2021 | Q3 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Maple Rock Capital Partners | 1 | 1 | 2.24% | 2.24% | 2.24% | Q1 2020 | Q1 2020 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Lee Capital Management LP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2018 | Q1 2018 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BEACH INVESTMENT COUNSEL INC/PA | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q4 2021 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
Hayden Royal, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2018 | Q4 2018 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Central Square Management LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q2 2015 | Q2 2015 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2013 | Q4 2013 | 1 |
Fosun International Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Stillwater Investment Management, L.P. | 1 | 1 | 6.00% | 6.00% | 6.00% | Q1 2017 | Q1 2017 | 1 |
GFG Capital, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2019 | Q4 2019 | 1 |
Pacific Grove Capital LP | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2018 | Q3 2018 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2018 | Q1 2018 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
DREMAN VALUE MANAGEMENT, L L C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Tech Square Trading LP | 1 | 1 | 2.51% | 2.51% | 2.51% | Q4 2018 | Q4 2018 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2017 | Q4 2017 | 1 |
MONROE HALL ASSET MANAGEMENT LLC | 1 | 1 | 5.31% | 5.31% | 5.31% | Q3 2016 | Q3 2016 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
TCG Advisors, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Dakota Wealth Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
INGALLS & SNYDER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Monashee Investment Management LLC | 1 | 1 | 3.99% | 3.99% | 3.99% | Q4 2022 | Q4 2022 | 1 |
BARDIN HILL MANAGEMENT PARTNERS LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q1 2015 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2021 | Q4 2021 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2017 | Q3 2017 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Valtura Capital Partners LLC | 1 | 1 | 2.70% | 2.70% | 2.70% | Q4 2016 | Q4 2016 | 1 |
New Jersey Better Educational Savings Trust | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2017 | Q3 2017 | 1 |
GLOBEFLEX CAPITAL L P | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEW YORK LIFE TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Winchester Group Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2014 | Q3 2014 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2023 | Q2 2023 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Cercano Management LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2022 | Q4 2022 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cresta Advisors, Ltd. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Dakota Community Bank & Trust NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
LGT Fund Management Co Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
LGT Group Foundation | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
HAVENS ADVISORS LLC | 1 | 1 | 3.45% | 3.45% | 3.45% | Q2 2013 | Q2 2013 | 1 |
Warther Private Wealth, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
CARDIFF PARK ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Insight Inv LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Lloyd Park, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2021 | Q4 2021 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Allie Family Office LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Peterson Financial Group, Inc. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2022 | Q3 2022 | 1 |
Highview Capital Management LLC/DE/ | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Mendota Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Zenyatta Capital Management LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q2 2023 | 1 |
Biltmore Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CenterBook Partners LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Linden Thomas Advisory Services, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own CONSTELLATION BRANDS INC or have owned CONSTELLATION BRANDS INC in the past.