Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 124 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 117 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 114 |
Parallax Volatility Advisers, L.P. | 21 | 20 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 114 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.10% | Q1 2012 | Q3 2023 | 113 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 111 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 107 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 105 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.04% | 0.14% | Q1 2012 | Q3 2023 | 102 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.22% | Q2 2013 | Q3 2023 | 99 |
Citadel Advisors | 32 | 9 | 0.00% | 0.02% | 0.22% | Q2 2013 | Q3 2023 | 98 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 97 |
JANE STREET GROUP, LLC | 36 | 2 | 0.00% | 0.01% | 0.19% | Q1 2014 | Q3 2023 | 93 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.22% | Q4 2015 | Q3 2023 | 85 |
CAPITAL FUND MANAGEMENT S.A. | 25 | 4 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 80 |
Paloma Partners Management Co | 18 | 1 | 0.00% | 0.08% | 0.60% | Q2 2013 | Q3 2023 | 77 |
WOLVERINE TRADING, LLC | 13 | 4 | 0.00% | 0.03% | 0.13% | Q2 2016 | Q3 2023 | 76 |
MILLENNIUM MANAGEMENT LLC | 39 | 1 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 75 |
TWO SIGMA INVESTMENTS, LP | 26 | 2 | 0.00% | 0.08% | 0.61% | Q2 2013 | Q3 2023 | 75 |
Twin Tree Management, LP | 26 | 2 | 0.00% | 0.06% | 0.32% | Q4 2012 | Q3 2023 | 73 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 68 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.02% | 0.10% | Q3 2015 | Q3 2023 | 65 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.06% | 0.22% | Q1 2013 | Q3 2023 | 65 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.07% | 0.18% | Q3 2013 | Q3 2023 | 63 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.02% | 0.06% | Q1 2009 | Q3 2023 | 59 |
GLENMEDE TRUST CO NA | 45 | 3 | 0.00% | 0.18% | 0.69% | Q4 2006 | Q3 2023 | 58 |
TWO SIGMA SECURITIES, LLC | 14 | 1 | 0.00% | 0.04% | 0.34% | Q4 2014 | Q3 2023 | 57 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.11% | Q3 2018 | Q3 2023 | 54 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 53 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q2 2018 | 51 |
NOMURA HOLDINGS INC | 13 | 1 | 0.00% | 0.02% | 0.19% | Q4 2012 | Q1 2022 | 51 |
AMALGAMATED BANK | 40 | 10 | 0.06% | 0.10% | 0.23% | Q4 2010 | Q3 2023 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.04% | 0.07% | 0.09% | Q3 2011 | Q3 2023 | 49 |
Laurion Capital Management LP | 10 | 1 | 0.00% | 0.16% | 1.53% | Q3 2013 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.03% | 0.10% | 0.21% | Q3 2011 | Q3 2023 | 49 |
TWO SIGMA ADVISERS, LP | 39 | 2 | 0.00% | 0.17% | 0.80% | Q2 2013 | Q3 2023 | 49 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 48 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.02% | 0.10% | 0.20% | Q4 2011 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.01% | 0.05% | 0.13% | Q4 2010 | Q3 2022 | 48 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.09% | 0.97% | Q2 2013 | Q1 2017 | 47 |
DONALDSON CAPITAL MANAGEMENT, LLC | 47 | 47 | 0.11% | 1.55% | 3.13% | Q1 2012 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.27% | 0.61% | Q1 2012 | Q3 2023 | 47 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.06% | 0.35% | Q2 2013 | Q3 2023 | 46 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q2 2022 | 45 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 45 |
Cetera Advisor Networks LLC | 43 | 43 | 0.00% | 0.04% | 0.08% | Q1 2013 | Q3 2023 | 45 |
First Financial Bank - Trust Division | 44 | 44 | 0.06% | 0.31% | 1.08% | Q1 2013 | Q4 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.02% | 0.13% | 0.56% | Q4 2012 | Q3 2023 | 44 |
Bank of New York Mellon Corp | 42 | 1 | 0.05% | 0.09% | 0.16% | Q2 2011 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.03% | 0.08% | 0.10% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.03% | 0.05% | Q1 2013 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 43 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.08% | 0.27% | 0.50% | Q4 2012 | Q3 2023 | 43 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 43 |
ALBERT D MASON INC | 43 | 43 | 0.25% | 0.73% | 1.59% | Q2 2013 | Q4 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.02% | 0.02% | Q4 2012 | Q2 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.03% | 0.23% | 0.84% | Q1 2013 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.07% | 0.15% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.07% | 0.10% | 0.14% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.05% | 0.08% | 0.12% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.05% | 0.38% | Q1 2013 | Q3 2023 | 43 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 42 | 42 | 1.10% | 1.78% | 2.37% | Q2 2013 | Q3 2023 | 42 |
Cardinal Capital Management | 42 | 42 | 0.16% | 0.45% | 1.04% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.02% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.11% | 0.21% | 0.37% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.03% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.07% | 0.38% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.08% | 0.19% | 0.43% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.07% | 0.25% | 0.62% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.01% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.09% | 0.22% | 0.54% | Q2 2013 | Q3 2023 | 42 |
JACOBS & CO/CA | 42 | 42 | 0.56% | 0.81% | 1.11% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.03% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.01% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.76% | 1.06% | 1.36% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.04% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
HBK Sorce Advisory LLC | 42 | 42 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.05% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.04% | 0.48% | 2.05% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 42 | 42 | 0.04% | 0.40% | 0.83% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.01% | 0.11% | 0.61% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.10% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.05% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 42 | 42 | 0.13% | 0.63% | 1.23% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.02% | 0.11% | 0.52% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
CULBERTSON A N & CO INC | 42 | 42 | 1.29% | 1.78% | 2.09% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.04% | 0.13% | 0.29% | Q2 2013 | Q3 2023 | 42 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 42 | 42 | 0.77% | 1.31% | 1.96% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.04% | 0.21% | 0.92% | Q2 2013 | Q4 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.20% | 0.37% | 0.82% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.07% | 0.10% | 0.13% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.04% | 0.18% | 0.61% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.17% | 0.54% | Q2 2013 | Q3 2023 | 42 |
ST GERMAIN D J CO INC | 39 | 3 | 0.06% | 1.69% | 2.84% | Q2 2013 | Q4 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.18% | 0.63% | 2.10% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.08% | 0.19% | 0.33% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.07% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.18% | 0.24% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q4 2012 | Q1 2023 | 42 |
Freedom Investment Management, Inc. | 42 | 42 | 0.00% | 0.14% | 0.32% | Q1 2013 | Q2 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2023 | 42 |
INVESTMENT HOUSE LLC | 42 | 42 | 0.30% | 0.54% | 0.75% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.06% | 0.14% | 0.34% | Q2 2012 | Q4 2022 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.05% | 0.20% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.04% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.12% | 0.33% | 1.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.02% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Cornerstone Investment Partners, LLC | 42 | 42 | 0.07% | 1.17% | 4.14% | Q2 2013 | Q3 2023 | 42 |
S&T BANK/PA | 42 | 42 | 0.96% | 1.60% | 2.13% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.07% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.08% | 0.15% | 0.30% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.08% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
ONTARIO TEACHERS PENSION PLAN BOARD | 42 | 42 | 0.01% | 0.38% | 3.80% | Q2 2013 | Q3 2023 | 42 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 42 | 42 | 0.15% | 0.25% | 0.52% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.02% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.10% | 0.21% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.07% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
SFE Investment Counsel | 42 | 42 | 0.14% | 0.75% | 1.97% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MCF Advisors LLC | 33 | 2 | 0.00% | 0.02% | 0.12% | Q4 2011 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.20% | 0.55% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.02% | 0.65% | 1.49% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.07% | 0.63% | Q2 2013 | Q3 2023 | 42 |
Essex Financial Services, Inc. | 42 | 42 | 0.11% | 0.24% | 0.67% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 42 |
HM PAYSON & CO | 42 | 42 | 0.36% | 0.88% | 1.38% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Cubist Systematic Strategies, LLC | 29 | 8 | 0.00% | 0.07% | 0.39% | Q2 2014 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.14% | 0.21% | 0.34% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.05% | 0.36% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.03% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.07% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.02% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.02% | 0.17% | 0.56% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.02% | 0.37% | 0.96% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.04% | 0.19% | 0.63% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.01% | 0.16% | 0.43% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.04% | 1.06% | 1.60% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.07% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.03% | 0.17% | 0.33% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.02% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.03% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 42 |
HARRIS ASSOCIATES L P | 42 | 42 | 0.00% | 0.57% | 1.99% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.04% | 0.14% | 0.33% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
West Coast Financial LLC | 42 | 42 | 0.24% | 1.58% | 2.34% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.01% | 0.16% | 0.83% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.01% | 0.03% | 0.30% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.02% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.01% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.01% | 0.18% | 0.67% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.07% | 0.10% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.07% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.13% | 0.59% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.15% | 1.06% | 2.11% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.05% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.02% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.07% | 0.24% | 0.61% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.05% | 0.40% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.25% | 0.64% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.08% | 0.12% | 0.15% | Q2 2013 | Q3 2023 | 42 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 42 | 42 | 1.11% | 1.74% | 2.79% | Q2 2013 | Q3 2023 | 42 |
Kessler Investment Group, LLC | 42 | 42 | 0.01% | 1.79% | 5.57% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 0.04% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
AGF Investments America Inc. | 42 | 42 | 0.57% | 2.35% | 4.33% | Q2 2012 | Q3 2022 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.06% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Peloton Wealth Strategists | 29 | 12 | 1.26% | 1.97% | 4.08% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.06% | 0.27% | Q2 2013 | Q3 2023 | 41 |
ANDERSON HOAGLAND & CO | 41 | 41 | 0.28% | 0.66% | 1.19% | Q3 2013 | Q3 2023 | 41 |
JAG CAPITAL MANAGEMENT, LLC | 41 | 41 | 0.17% | 0.66% | 3.11% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.06% | 0.09% | 0.12% | Q1 2013 | Q3 2023 | 41 |
Squarepoint Ops LLC | 13 | 2 | 0.00% | 0.08% | 0.47% | Q4 2015 | Q3 2023 | 41 |
WBH ADVISORY INC | 38 | 3 | 0.22% | 0.58% | 1.10% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.08% | 0.11% | 0.16% | Q3 2013 | Q3 2023 | 41 |
WHITTIER TRUST CO OF NEVADA INC | 24 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
WELLINGTON MANAGEMENT GROUP LLP | 37 | 4 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 41 |
Meiji Yasuda Asset Management Co Ltd. | 29 | 12 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.07% | 0.23% | Q3 2013 | Q3 2023 | 41 |
NewSquare Capital LLC | 41 | 41 | 0.00% | 0.22% | 0.75% | Q3 2013 | Q3 2023 | 41 |
JNBA Financial Advisors | 21 | 20 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Laird Norton Wetherby Wealth Management, LLC | 31 | 10 | 0.07% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 41 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 3 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q2 2021 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2023 | 41 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 35 | 6 | 2.94% | 4.00% | 4.80% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.04% | 0.15% | Q3 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.11% | 0.17% | 0.30% | Q2 2013 | Q2 2023 | 41 |
CASTLEARK MANAGEMENT LLC | 41 | 41 | 0.00% | 0.03% | 0.65% | Q3 2013 | Q3 2023 | 41 |
UNITED FIRE GROUP INC | 41 | 41 | 1.13% | 2.90% | 4.69% | Q2 2013 | Q2 2023 | 41 |
PITCAIRN CO | 31 | 10 | 0.03% | 0.09% | 0.31% | Q2 2013 | Q3 2023 | 41 |
Mariner, LLC | 31 | 10 | 0.02% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 41 |
CIBC WORLD MARKET INC. | 24 | 17 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 41 |
UMB Bank, n.a. | 41 | 41 | 0.01% | 0.07% | 0.28% | Q3 2013 | Q3 2023 | 41 |
Endurance Wealth Management, Inc. | 41 | 41 | 0.00% | 0.24% | 1.15% | Q2 2013 | Q2 2023 | 41 |
BLB&B Advisors, LLC | 27 | 14 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 41 |
Parsec Financial Management, Inc. | 40 | 40 | 0.02% | 0.27% | 0.93% | Q2 2013 | Q1 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.02% | 0.06% | 0.22% | Q4 2013 | Q3 2023 | 40 |
Grantham, Mayo, Van Otterloo & Co. LLC | 36 | 2 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 40 |
TIEMANN INVESTMENT ADVISORS, LLC | 40 | 40 | 0.19% | 0.37% | 0.68% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.08% | 0.10% | 0.14% | Q4 2013 | Q3 2023 | 40 |
LSV ASSET MANAGEMENT | 37 | 3 | 0.00% | 0.57% | 1.18% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.08% | 0.11% | 0.16% | Q3 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.04% | 0.07% | 0.10% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.28% | 0.59% | 1.08% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.18% | 0.37% | Q4 2013 | Q4 2023 | 40 |
Brandywine Global Investment Management, LLC | 34 | 6 | 0.00% | 0.23% | 0.72% | Q2 2013 | Q3 2023 | 40 |
PGGM Investments | 35 | 5 | 0.08% | 0.22% | 0.39% | Q3 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.00% | 0.39% | 0.85% | Q4 2013 | Q3 2023 | 40 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.07% | 0.49% | 0.99% | Q1 2014 | Q3 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.04% | 0.33% | 0.62% | Q2 2013 | Q4 2022 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
PineBridge Investments, L.P. | 21 | 18 | 0.01% | 0.18% | 0.68% | Q4 2013 | Q3 2023 | 39 |
BROWN BROTHERS HARRIMAN & CO | 22 | 4 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 39 |
Cannell & Co. | 39 | 39 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 39 |
MACKENZIE FINANCIAL CORP | 26 | 13 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 39 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 39 | 39 | 0.02% | 0.10% | 0.28% | Q2 2013 | Q4 2022 | 39 |
First City Capital Management, Inc. | 39 | 39 | 0.09% | 0.71% | 1.38% | Q1 2014 | Q3 2023 | 39 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 39 | 39 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q4 2022 | 39 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 36 | 1 | 0.00% | 0.13% | 0.40% | Q2 2013 | Q3 2023 | 39 |
Compagnie Lombard Odier SCmA | 39 | 39 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.06% | 0.09% | 0.14% | Q1 2014 | Q3 2023 | 39 |
Boston Common Asset Management, LLC | 24 | 15 | 0.02% | 0.62% | 1.68% | Q2 2013 | Q3 2023 | 39 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 5 | 0.00% | 0.09% | 0.44% | Q3 2013 | Q3 2023 | 39 |
St. Johns Investment Management Company, LLC | 39 | 39 | 0.01% | 0.46% | 0.70% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q4 2022 | 39 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 37 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q1 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 1 | 0.01% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 39 |
SIGNATUREFD, LLC | 23 | 16 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 39 |
Archford Capital Strategies, LLC | 39 | 39 | 0.06% | 0.62% | 1.42% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.04% | 0.14% | 0.56% | Q1 2014 | Q3 2023 | 39 |
1ST SOURCE BANK | 38 | 38 | 0.02% | 0.08% | 0.15% | Q2 2014 | Q3 2023 | 38 |
Stillwater Investment Management, LLC | 38 | 38 | 0.50% | 0.79% | 1.28% | Q4 2013 | Q1 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.08% | 0.59% | 1.18% | Q2 2013 | Q3 2022 | 38 |
Haverford Trust Co | 31 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 38 |
PRIO WEALTH LIMITED PARTNERSHIP | 21 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 38 |
Plante Moran Financial Advisors, LLC | 25 | 13 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 38 |
Advisory Services Network, LLC | 27 | 3 | 0.09% | 0.16% | 0.37% | Q4 2013 | Q3 2023 | 38 |
B. Riley Wealth Advisors, Inc. | 25 | 13 | 0.03% | 0.06% | 0.16% | Q3 2013 | Q3 2023 | 38 |
FULTON BANK, N.A. | 28 | 10 | 0.08% | 0.14% | 0.23% | Q2 2013 | Q4 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q3 2022 | 38 |
Capital Research Global Investors | 24 | 14 | 0.00% | 0.26% | 0.59% | Q2 2013 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2022 | 38 |
CHILTON CAPITAL MANAGEMENT LLC | 31 | 1 | 0.01% | 0.46% | 2.16% | Q2 2013 | Q3 2023 | 38 |
ROTHSCHILD INVESTMENT LLC /IL | 37 | 37 | 0.04% | 0.23% | 0.97% | Q3 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.08% | 0.12% | 0.16% | Q3 2014 | Q3 2023 | 37 |
Ascent Wealth Partners, LLC | 32 | 5 | 0.05% | 0.19% | 0.56% | Q4 2013 | Q3 2023 | 37 |
ROWLANDMILLER & PARTNERS.ADV | 37 | 37 | 0.44% | 1.23% | 1.84% | Q4 2014 | Q4 2023 | 37 |
VAN ECK ASSOCIATES CORP | 16 | 5 | 0.00% | 0.16% | 0.68% | Q2 2013 | Q3 2023 | 37 |
AGF INVESTMENTS INC. | 36 | 1 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2022 | 37 |
Riggs Asset Managment Co. Inc. | 37 | 37 | 0.01% | 0.35% | 2.30% | Q3 2014 | Q3 2023 | 37 |
WESBANCO BANK INC | 17 | 9 | 0.01% | 0.03% | 0.10% | Q1 2014 | Q3 2023 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.05% | 0.12% | 0.26% | Q2 2013 | Q2 2022 | 37 |
SENTRY INVESTMENT MANAGEMENT LLC | 19 | 1 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 37 |
Parkside Financial Bank & Trust | 33 | 3 | 0.01% | 0.05% | 0.16% | Q3 2013 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.15% | 0.38% | 0.65% | Q2 2013 | Q1 2022 | 36 |
Pinnacle Wealth Management Advisory Group, LLC | 36 | 36 | 0.14% | 0.38% | 0.54% | Q4 2014 | Q3 2023 | 36 |
Gotham Asset Management, LLC | 18 | 1 | 0.01% | 0.31% | 0.76% | Q2 2013 | Q1 2023 | 36 |
ROYCE & ASSOCIATES LP | 33 | 3 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.14% | 0.67% | Q4 2014 | Q3 2023 | 36 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.21% | 0.36% | 0.57% | Q4 2014 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.20% | 0.31% | 0.37% | Q2 2013 | Q1 2022 | 36 |
FINANCIAL COUNSELORS INC | 14 | 1 | 0.01% | 0.03% | 0.32% | Q2 2013 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.01% | 0.04% | 0.14% | Q4 2014 | Q3 2023 | 36 |
NatWest Group plc | 35 | 1 | 0.13% | 0.67% | 2.35% | Q2 2013 | Q4 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 36 |
RATIONAL ADVISORS LLC | 13 | 4 | 0.00% | 0.13% | 0.43% | Q1 2009 | Q4 2021 | 36 |
Wharton Business Group, LLC | 20 | 4 | 0.02% | 0.77% | 3.12% | Q2 2013 | Q3 2023 | 36 |
BOWEN HANES & CO INC | 28 | 8 | 0.01% | 0.21% | 1.27% | Q3 2013 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.10% | 0.36% | 0.78% | Q2 2013 | Q1 2022 | 36 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 19 | 1 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 36 |
American National Registered Investment Advisor, Inc. | 36 | 36 | 0.19% | 0.30% | 0.36% | Q2 2013 | Q1 2022 | 36 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 16 | 9 | 0.00% | 0.12% | 0.83% | Q2 2013 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q1 2022 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 36 |
American Trust Investment Advisors, LLC | 36 | 36 | 0.13% | 0.75% | 2.81% | Q4 2014 | Q3 2023 | 36 |
Andra AP-fonden | 22 | 2 | 0.05% | 0.17% | 0.34% | Q2 2013 | Q3 2022 | 36 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 23 | 2 | 0.01% | 0.20% | 0.37% | Q2 2013 | Q4 2022 | 36 |
Goelzer Investment Management, Inc. | 19 | 1 | 0.02% | 0.17% | 0.54% | Q4 2013 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.11% | 0.33% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.04% | 0.10% | 0.14% | Q2 2013 | Q1 2022 | 36 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.01% | 0.10% | 0.48% | Q1 2014 | Q3 2023 | 35 |
Meristem Family Wealth, LLC | 26 | 9 | 0.10% | 0.30% | 0.72% | Q2 2013 | Q1 2022 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.05% | 0.13% | 0.20% | Q1 2015 | Q3 2023 | 35 |
ING GROEP NV | 18 | 1 | 0.01% | 0.07% | 0.21% | Q1 2014 | Q3 2023 | 35 |
YHB Investment Advisors, Inc. | 31 | 4 | 0.06% | 0.30% | 0.45% | Q4 2014 | Q3 2023 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.14% | 0.37% | 0.58% | Q2 2013 | Q4 2021 | 35 |
HOWE & RUSLING INC | 34 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2022 | 35 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 13 | 4 | 0.00% | 0.06% | 0.10% | Q1 2013 | Q3 2023 | 35 |
FineMark National Bank & Trust | 15 | 1 | 0.01% | 0.22% | 0.49% | Q2 2013 | Q3 2023 | 35 |
ALPS ADVISORS INC | 26 | 4 | 0.00% | 0.11% | 0.33% | Q3 2013 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.04% | 0.10% | Q1 2015 | Q3 2023 | 35 |
Mengis Capital Management, Inc. | 31 | 4 | 0.10% | 0.23% | 0.40% | Q4 2014 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 35 |
SHELL ASSET MANAGEMENT CO | 35 | 35 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q4 2021 | 35 |
ARROW FINANCIAL CORP | 35 | 35 | 0.15% | 0.32% | 0.56% | Q1 2015 | Q3 2023 | 35 |
Moors & Cabot, Inc. | 20 | 14 | 0.00% | 0.06% | 0.11% | Q1 2015 | Q3 2023 | 35 |
MOTCO | 34 | 1 | 0.00% | 0.20% | 0.79% | Q3 2014 | Q3 2023 | 35 |
Linscomb & Williams, Inc. | 31 | 3 | 0.02% | 0.36% | 0.56% | Q4 2014 | Q3 2023 | 34 |
CULLINAN ASSOCIATES INC | 31 | 3 | 0.02% | 0.25% | 0.49% | Q1 2015 | Q3 2023 | 34 |
CWM, LLC | 22 | 2 | 0.00% | 0.05% | 0.68% | Q3 2013 | Q3 2023 | 34 |
Point72 Hong Kong Ltd | 10 | 1 | 0.00% | 0.09% | 0.64% | Q3 2014 | Q3 2022 | 34 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 33 | 1 | 0.00% | 0.07% | 0.20% | Q3 2014 | Q2 2023 | 34 |
OPTIMUM INVESTMENT ADVISORS | 27 | 7 | 0.03% | 0.09% | 0.12% | Q3 2013 | Q4 2023 | 34 |
EDMP, INC. | 33 | 1 | 0.18% | 0.88% | 1.49% | Q1 2015 | Q3 2023 | 34 |
Acropolis Investment Management, LLC | 34 | 34 | 0.07% | 0.15% | 0.25% | Q2 2015 | Q3 2023 | 34 |
M&R CAPITAL MANAGEMENT INC | 31 | 3 | 0.00% | 0.03% | 0.17% | Q4 2014 | Q4 2023 | 34 |
Oakworth Capital, Inc. | 34 | 34 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q1 2022 | 34 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 32 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.05% | 0.10% | 0.15% | Q2 2013 | Q3 2021 | 34 |
River Wealth Advisors LLC | 34 | 34 | 0.04% | 0.16% | 0.41% | Q1 2015 | Q2 2023 | 34 |
Meiji Yasuda Life Insurance Co | 27 | 1 | 0.00% | 0.12% | 0.25% | Q2 2013 | Q3 2022 | 34 |
MEEDER ASSET MANAGEMENT INC | 28 | 6 | 0.02% | 0.25% | 0.62% | Q4 2014 | Q2 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.14% | 0.24% | 0.42% | Q2 2015 | Q3 2023 | 34 |
CORNERCAP INVESTMENT COUNSEL INC | 22 | 12 | 0.07% | 0.47% | 0.84% | Q1 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 34 |
World Asset Management Inc | 34 | 34 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q3 2021 | 34 |
COMPTON CAPITAL MANAGEMENT INC /RI | 25 | 9 | 0.08% | 0.21% | 0.38% | Q2 2013 | Q1 2022 | 34 |
DORCHESTER WEALTH MANAGEMENT Co | 34 | 34 | 0.07% | 0.11% | 0.17% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 34 |
State of New Jersey Common Pension Fund D | 32 | 2 | 0.02% | 0.06% | 0.20% | Q2 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 34 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 0.03% | 0.08% | 0.17% | Q2 2015 | Q3 2023 | 34 |
South Dakota Investment Council | 34 | 34 | 0.00% | 0.05% | 0.18% | Q2 2015 | Q3 2023 | 34 |
RFG Advisory, LLC | 31 | 2 | 0.04% | 0.16% | 0.92% | Q2 2015 | Q3 2023 | 33 |
Sigma Planning Corp | 30 | 3 | 0.02% | 0.06% | 0.16% | Q4 2014 | Q3 2023 | 33 |
Texas Yale Capital Corp. | 31 | 2 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q2 2021 | 33 |
Employees Retirement System of Texas | 33 | 33 | 0.05% | 0.13% | 0.30% | Q2 2013 | Q2 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2023 | 33 |
DELTA ASSET MANAGEMENT LLC/TN | 18 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 33 |
SEIZERT CAPITAL PARTNERS, LLC | 33 | 33 | 1.02% | 1.62% | 2.48% | Q3 2015 | Q3 2023 | 33 |
ASSETMARK, INC | 33 | 33 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 33 |
WEDBUSH SECURITIES INC | 19 | 2 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 33 |
CHICAGO TRUST Co NA | 30 | 3 | 0.08% | 0.37% | 0.90% | Q1 2015 | Q3 2023 | 33 |
USCA RIA LLC | 33 | 33 | 0.03% | 0.44% | 1.12% | Q2 2013 | Q2 2021 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2021 | 33 |
PARNASSUS INVESTMENTS, LLC | 33 | 33 | 0.06% | 0.31% | 0.93% | Q3 2015 | Q3 2023 | 33 |
LORD, ABBETT & CO. LLC | 33 | 33 | 0.01% | 0.25% | 0.71% | Q3 2013 | Q3 2021 | 33 |
Skylands Capital, LLC | 33 | 33 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q2 2021 | 33 |
FIRST MERCANTILE TRUST CO | 29 | 4 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q3 2021 | 33 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 33 | 33 | 0.01% | 0.13% | 0.36% | Q2 2013 | Q2 2021 | 33 |
Murphy Pohlad Asset Management LLC | 33 | 33 | 0.67% | 1.46% | 2.73% | Q3 2015 | Q3 2023 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.06% | 0.18% | Q4 2013 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.03% | 0.07% | 0.17% | Q2 2013 | Q2 2021 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 33 |
MARSHFIELD ASSOCIATES | 33 | 33 | 3.20% | 6.34% | 9.78% | Q3 2015 | Q3 2023 | 33 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20 | 1 | 0.00% | 0.51% | 1.94% | Q1 2015 | Q3 2023 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2023 | 32 |
FAIRFIELD, BUSH & CO. | 22 | 1 | 0.19% | 0.27% | 0.53% | Q2 2013 | Q2 2023 | 32 |
CINCINNATI INSURANCE CO | 32 | 32 | 1.76% | 2.82% | 3.37% | Q4 2015 | Q3 2023 | 32 |
CINCINNATI CASUALTY CO | 32 | 32 | 4.96% | 6.22% | 7.58% | Q4 2015 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.10% | 0.29% | 0.72% | Q4 2015 | Q3 2023 | 32 |
SECURITY NATIONAL BANK OF SO DAK | 30 | 2 | 0.36% | 1.17% | 1.60% | Q3 2015 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q1 2021 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.02% | 0.07% | 0.18% | Q1 2016 | Q4 2023 | 32 |
ROYAL LONDON ASSET MANAGEMENT LTD | 20 | 1 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 32 |
Adams Asset Advisors, LLC | 32 | 32 | 0.53% | 1.24% | 2.58% | Q4 2015 | Q3 2023 | 32 |
First Eagle Investment Management, LLC | 32 | 32 | 0.32% | 0.97% | 1.37% | Q4 2015 | Q3 2023 | 32 |
ALETHEA CAPITAL MANAGEMENT, LLC | 32 | 32 | 0.15% | 0.45% | 0.90% | Q4 2015 | Q3 2023 | 32 |
BARINGS LLC | 30 | 2 | 0.01% | 0.06% | 0.21% | Q2 2013 | Q2 2022 | 32 |
Rodgers Brothers Inc. | 32 | 32 | 0.36% | 0.91% | 2.30% | Q4 2015 | Q3 2023 | 32 |
Loudon Investment Management, LLC | 32 | 32 | 0.90% | 1.30% | 1.74% | Q4 2015 | Q3 2023 | 32 |
Penserra Capital Management LLC | 32 | 32 | 0.00% | 0.02% | 0.19% | Q4 2015 | Q3 2023 | 32 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 30 | 2 | 0.73% | 1.09% | 1.43% | Q3 2015 | Q3 2023 | 32 |
LAZARD ASSET MANAGEMENT LLC | 26 | 2 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 32 |
PHYSICIANS FINANCIAL SERVICES, INC. | 32 | 32 | 0.74% | 1.04% | 1.40% | Q4 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.03% | 0.91% | 2.30% | Q4 2015 | Q3 2023 | 32 |
Trust Co | 18 | 14 | 0.00% | 0.02% | 0.09% | Q2 2015 | Q3 2023 | 32 |
Blue Chip Partners, LLC | 32 | 32 | 0.03% | 0.10% | 0.22% | Q4 2015 | Q3 2023 | 32 |
Winch Advisory Services, LLC | 27 | 2 | 0.01% | 0.21% | 1.21% | Q1 2014 | Q3 2023 | 32 |
ROCKLAND TRUST CO | 31 | 31 | 0.03% | 0.10% | 0.19% | Q1 2016 | Q3 2023 | 31 |
Zurich Insurance Group Ltd/FI | 31 | 31 | 0.01% | 0.06% | 0.20% | Q1 2016 | Q3 2023 | 31 |
BURKE & HERBERT BANK & TRUST CO | 31 | 31 | 0.19% | 0.47% | 0.62% | Q1 2016 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.10% | 0.36% | 0.59% | Q1 2016 | Q3 2023 | 31 |
DE BURLO GROUP INC | 12 | 1 | 0.03% | 0.48% | 3.52% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.06% | 0.19% | Q4 2015 | Q3 2023 | 31 |
Intersect Capital LLC | 31 | 31 | 0.24% | 0.55% | 1.00% | Q4 2014 | Q2 2022 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.06% | 0.10% | 0.24% | Q2 2013 | Q4 2020 | 31 |
OLD REPUBLIC INTERNATIONAL CORP | 31 | 31 | 0.79% | 1.19% | 1.87% | Q1 2016 | Q3 2023 | 31 |
PRUDENTIAL PLC | 24 | 7 | 0.00% | 0.16% | 0.80% | Q1 2014 | Q3 2023 | 31 |
TWIN CAPITAL MANAGEMENT INC | 21 | 10 | 0.11% | 0.20% | 0.30% | Q3 2013 | Q3 2021 | 31 |
WELCH & FORBES LLC | 31 | 31 | 0.01% | 0.25% | 0.40% | Q1 2016 | Q3 2023 | 31 |
Wallington Asset Management, LLC | 14 | 1 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 31 |
FARMERS TRUST CO | 19 | 1 | 0.05% | 0.28% | 1.25% | Q1 2015 | Q3 2023 | 31 |
BBVA USA Bancshares, Inc. | 25 | 6 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q1 2021 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.13% | 0.19% | Q1 2016 | Q3 2023 | 31 |
GLENVIEW STATE BANK TRUST DEPT. | 31 | 31 | 0.27% | 0.48% | 0.79% | Q4 2013 | Q2 2021 | 31 |
Capital Investment Advisors, LLC | 31 | 31 | 0.13% | 0.51% | 0.82% | Q2 2016 | Q4 2023 | 31 |
WHALEROCK POINT PARTNERS, LLC | 14 | 4 | 0.07% | 0.18% | 0.42% | Q4 2013 | Q3 2023 | 31 |
REILLY FINANCIAL ADVISORS, LLC | 31 | 31 | 0.00% | 0.00% | 0.03% | Q2 2014 | Q4 2021 | 31 |
Aperio Group, LLC | 31 | 31 | 0.05% | 0.12% | 0.20% | Q2 2013 | Q4 2020 | 31 |
State of Alaska, Department of Revenue | 31 | 31 | 0.06% | 0.12% | 0.18% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.05% | 0.25% | 0.57% | Q1 2016 | Q3 2023 | 31 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.05% | 0.18% | Q3 2013 | Q2 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2020 | 30 |
Glassman Wealth Services | 22 | 2 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 30 |
SevenBridge Financial Group, LLC | 30 | 30 | 0.04% | 0.23% | 0.38% | Q2 2016 | Q3 2023 | 30 |
North Star Investment Management Corp. | 30 | 30 | 0.00% | 0.07% | 0.12% | Q2 2016 | Q3 2023 | 30 |
SRB CORP | 14 | 1 | 0.02% | 0.04% | 0.10% | Q3 2014 | Q3 2023 | 30 |
NEXT Financial Group, Inc | 24 | 6 | 0.01% | 0.07% | 0.23% | Q2 2014 | Q4 2021 | 30 |
AMERICAN NATIONAL BANK | 12 | 5 | 0.00% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 30 |
Cetera Investment Advisers | 18 | 12 | 0.01% | 0.09% | 0.26% | Q4 2015 | Q3 2023 | 30 |
HANCOCK WHITNEY CORP | 21 | 1 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 30 |
BAILARD, INC. | 30 | 30 | 0.14% | 0.28% | 0.50% | Q2 2016 | Q3 2023 | 30 |
Private Wealth Advisors, Inc. | 27 | 3 | 0.11% | 0.48% | 1.10% | Q2 2013 | Q4 2020 | 30 |
WINTON GROUP Ltd | 18 | 1 | 0.01% | 0.15% | 0.55% | Q2 2014 | Q1 2023 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2020 | 30 |
HOWARD CAPITAL MANAGEMENT | 30 | 30 | 0.04% | 1.51% | 2.43% | Q1 2013 | Q2 2020 | 30 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 18 | 1 | 0.02% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 30 |
PITTENGER & ANDERSON INC | 25 | 5 | 0.00% | 0.02% | 0.24% | Q4 2014 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.08% | 0.15% | 0.22% | Q1 2016 | Q3 2023 | 30 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.02% | 0.48% | Q2 2013 | Q3 2023 | 30 |
Marketfield Asset Management LLC | 20 | 10 | 0.64% | 2.33% | 3.49% | Q2 2013 | Q3 2023 | 30 |
Carroll Financial Associates, Inc. | 30 | 30 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2021 | 30 |
BEACON FINANCIAL GROUP | 30 | 30 | 0.06% | 0.10% | 0.19% | Q2 2016 | Q3 2023 | 30 |
NATIXIS | 14 | 1 | 0.00% | 0.16% | 0.92% | Q1 2014 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.01% | 0.16% | 0.30% | Q2 2016 | Q3 2023 | 30 |
DUPONT CAPITAL MANAGEMENT CORP | 27 | 3 | 0.01% | 0.05% | 0.14% | Q4 2013 | Q4 2022 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.17% | 0.48% | 0.92% | Q1 2016 | Q2 2023 | 30 |
Lombard Odier Asset Management (Switzerland) SA | 13 | 1 | 0.02% | 0.14% | 0.37% | Q2 2014 | Q1 2023 | 29 |
First PREMIER Bank | 29 | 29 | 0.08% | 0.13% | 0.24% | Q3 2016 | Q3 2023 | 29 |
Glenview Trust Co | 28 | 1 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 29 |
ELCO Management Co., LLC | 29 | 29 | 0.28% | 0.41% | 0.66% | Q3 2016 | Q3 2023 | 29 |
SHELTON CAPITAL MANAGEMENT | 12 | 1 | 0.01% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 29 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 17 | 2 | 0.00% | 0.13% | 0.61% | Q2 2013 | Q2 2022 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.12% | 0.43% | 0.87% | Q4 2013 | Q4 2020 | 29 |
FIRST FINANCIAL CORP /IN/ | 28 | 1 | 0.01% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 29 |
Fisher Asset Management, LLC | 29 | 29 | 0.00% | 0.04% | 0.33% | Q3 2016 | Q3 2023 | 29 |
GUYASUTA INVESTMENT ADVISORS INC | 29 | 29 | 0.03% | 0.05% | 0.07% | Q3 2016 | Q3 2023 | 29 |
MOODY LYNN & LIEBERSON, LLC | 17 | 2 | 0.10% | 0.50% | 1.39% | Q3 2013 | Q1 2023 | 29 |
AlphaMark Advisors, LLC | 29 | 29 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q2 2022 | 29 |
GW HENSSLER & ASSOCIATES LTD | 12 | 8 | 0.02% | 0.28% | 0.95% | Q2 2013 | Q3 2023 | 29 |
Point72 Asset Management, L.P. | 7 | 1 | 0.00% | 0.05% | 0.46% | Q2 2014 | Q3 2023 | 29 |
KING LUTHER CAPITAL MANAGEMENT CORP | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.01% | 0.41% | 1.39% | Q4 2012 | Q1 2021 | 29 |
Tredje AP-fonden | 20 | 9 | 0.04% | 0.11% | 0.23% | Q2 2015 | Q3 2023 | 29 |
Verity & Verity, LLC | 29 | 29 | 0.44% | 0.73% | 1.12% | Q3 2016 | Q3 2023 | 29 |
Busey Bank | 21 | 8 | 0.04% | 0.34% | 0.66% | Q2 2013 | Q3 2023 | 29 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.04% | 0.08% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.05% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.06% | 0.12% | 0.31% | Q4 2016 | Q3 2023 | 28 |
ACADIAN ASSET MANAGEMENT LLC | 20 | 8 | 0.00% | 0.04% | 0.24% | Q1 2016 | Q3 2023 | 28 |
Atria Investments, Inc | 14 | 3 | 0.02% | 0.05% | 0.17% | Q1 2016 | Q3 2023 | 28 |
Lombard Odier Asset Management (Europe) Ltd | 15 | 1 | 0.02% | 0.46% | 1.68% | Q4 2014 | Q1 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.07% | 0.10% | 0.13% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.01% | 0.12% | 0.42% | Q4 2016 | Q3 2023 | 28 |
CENTRAL BANK & TRUST CO | 18 | 10 | 0.00% | 0.10% | 0.31% | Q2 2013 | Q3 2023 | 28 |
SALEM INVESTMENT COUNSELORS INC | 19 | 9 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 28 |
Vigilant Capital Management, LLC | 23 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2023 | 28 |
Alberta Investment Management Corp | 18 | 1 | 0.01% | 0.11% | 0.40% | Q3 2013 | Q3 2023 | 28 |
Capital World Investors | 28 | 28 | 0.03% | 0.24% | 0.51% | Q2 2013 | Q1 2020 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.04% | 0.09% | 0.12% | Q4 2016 | Q3 2023 | 28 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 15 | 13 | 0.00% | 0.52% | 1.44% | Q2 2013 | Q3 2023 | 28 |
FIRST HAWAIIAN BANK | 21 | 7 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 28 |
LOOMIS SAYLES & CO L P | 13 | 4 | 0.00% | 0.17% | 0.58% | Q2 2015 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.04% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Financial Architects, Inc | 18 | 10 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q2 2020 | 28 |
Freestone Capital Holdings, LLC | 16 | 4 | 0.01% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 28 |
Stonebridge Capital Advisors LLC | 12 | 5 | 0.00% | 0.43% | 1.37% | Q4 2013 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
HALL LAURIE J TRUSTEE | 13 | 2 | 0.01% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 28 |
ADELL HARRIMAN & CARPENTER INC | 16 | 12 | 0.04% | 0.43% | 0.99% | Q2 2013 | Q3 2023 | 28 |
JONES FINANCIAL COMPANIES LLLP | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
Harfst & Associates, Inc. | 27 | 1 | 0.01% | 0.41% | 0.66% | Q2 2015 | Q3 2023 | 28 |
Savant Capital, LLC | 19 | 9 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 28 |
Occidental Asset Management, LLC | 28 | 28 | 0.16% | 0.40% | 0.68% | Q4 2016 | Q3 2023 | 28 |
ORRSTOWN FINANCIAL SERVICES INC | 28 | 28 | 0.52% | 1.11% | 1.55% | Q2 2015 | Q1 2022 | 28 |
Simplicity Solutions, LLC | 14 | 6 | 0.00% | 0.10% | 0.52% | Q3 2015 | Q3 2023 | 28 |
Mirae Asset Global Investments Co., Ltd. | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
GSB Wealth Management, LLC | 28 | 28 | 0.25% | 1.30% | 2.24% | Q4 2016 | Q3 2023 | 28 |
ICON ADVISERS INC/CO | 21 | 7 | 0.02% | 0.34% | 0.94% | Q3 2014 | Q4 2022 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.05% | 0.08% | 0.13% | Q4 2016 | Q3 2023 | 28 |
LINCOLN NATIONAL CORP | 14 | 2 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 28 |
Northwest Quadrant Wealth Management, LLC | 28 | 28 | 0.10% | 0.18% | 0.34% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.04% | 0.09% | 0.21% | Q4 2016 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.01% | 0.08% | 0.65% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.04% | 0.07% | 0.13% | Q1 2016 | Q4 2022 | 28 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
STOCK YARDS BANK & TRUST CO | 21 | 1 | 0.02% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 27 |
DEAN INVESTMENT ASSOCIATES, LLC | 21 | 6 | 0.04% | 0.23% | 0.66% | Q4 2015 | Q3 2023 | 27 |
CREDIT AGRICOLE S A | 18 | 4 | 0.00% | 0.21% | 0.67% | Q2 2013 | Q3 2023 | 27 |
MILLER HOWARD INVESTMENTS INC /NY | 15 | 12 | 0.01% | 0.84% | 2.79% | Q2 2013 | Q4 2021 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
LEVIN CAPITAL STRATEGIES, L.P. | 22 | 5 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q2 2020 | 27 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.05% | 0.26% | 0.77% | Q2 2013 | Q3 2023 | 27 |
ClearBridge Investments | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 27 |
Morse Asset Management, Inc | 27 | 27 | 0.11% | 0.90% | 1.89% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Snowden Capital Advisors LLC | 19 | 8 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 27 |
Diversified Trust Co | 13 | 1 | 0.01% | 0.12% | 0.39% | Q2 2013 | Q4 2023 | 27 |
WINTRUST INVESTMENTS LLC | 12 | 7 | 0.03% | 0.19% | 0.58% | Q2 2016 | Q3 2023 | 27 |
TOTH FINANCIAL ADVISORY CORP | 24 | 3 | 0.01% | 0.03% | 0.24% | Q4 2014 | Q3 2023 | 27 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 5 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 27 |
Perkins Coie Trust Co | 26 | 1 | 0.00% | 0.05% | 0.09% | Q4 2013 | Q3 2023 | 27 |
Aull & Monroe Investment Management Corp | 27 | 27 | 0.38% | 1.15% | 1.74% | Q1 2017 | Q3 2023 | 27 |
AE Wealth Management LLC | 27 | 27 | 0.01% | 0.03% | 0.11% | Q1 2017 | Q3 2023 | 27 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 18 | 9 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 27 |
Lenox Wealth Management, Inc. | 27 | 27 | 0.01% | 0.09% | 0.26% | Q4 2013 | Q2 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2019 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.07% | 0.14% | 0.47% | Q2 2013 | Q4 2019 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.04% | 0.07% | 0.12% | Q3 2013 | Q1 2020 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.36% | 0.94% | Q2 2013 | Q3 2019 | 26 |
CYPRESS ASSET MANAGEMENT INC/TX | 12 | 1 | 0.04% | 0.25% | 0.38% | Q2 2013 | Q2 2023 | 26 |
EVERMAY WEALTH MANAGEMENT LLC | 24 | 2 | 0.03% | 0.13% | 0.47% | Q1 2014 | Q3 2023 | 26 |
TORRAY INVESTMENT PARTNERS LLC | 14 | 3 | 0.03% | 0.73% | 2.87% | Q2 2013 | Q4 2021 | 26 |
PHILADELPHIA TRUST CO | 18 | 1 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 26 |
FOSTER & MOTLEY INC | 26 | 26 | 0.09% | 0.59% | 0.90% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.10% | 0.71% | Q2 2013 | Q3 2019 | 26 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.12% | 0.80% | Q2 2013 | Q3 2023 | 26 |
FIRST NATIONAL TRUST CO | 26 | 26 | 0.02% | 0.12% | 0.23% | Q3 2013 | Q4 2019 | 26 |
FIL Ltd | 14 | 1 | 0.00% | 0.02% | 0.23% | Q2 2013 | Q3 2023 | 26 |
Ledyard National Bank | 26 | 26 | 0.00% | 0.28% | 0.78% | Q4 2013 | Q1 2020 | 26 |
Hodges Capital Management Inc. | 26 | 26 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q3 2019 | 26 |
Bridgewater Associates | 5 | 1 | 0.01% | 0.06% | 0.31% | Q3 2013 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2019 | 26 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.03% | 0.17% | Q4 2013 | Q2 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q3 2023 | 26 |
Heritage Trust Co | 14 | 12 | 0.02% | 0.09% | 0.17% | Q1 2017 | Q3 2023 | 26 |
GAM Holding AG | 26 | 26 | 0.01% | 0.09% | 0.45% | Q2 2013 | Q3 2019 | 26 |
Independent Advisor Alliance | 23 | 3 | 0.03% | 0.07% | 0.16% | Q1 2017 | Q3 2023 | 26 |
HARTLINE INVESTMENT CORP/ | 14 | 12 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q1 2020 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.18% | 0.38% | Q3 2016 | Q3 2023 | 26 |
AEGON ASSET MANAGEMENT UK PLC | 11 | 1 | 0.02% | 0.53% | 1.24% | Q2 2013 | Q2 2023 | 26 |
WMS Partners, LLC | 10 | 1 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 25 |
Achmea Investment Management B.V. | 13 | 12 | 0.02% | 0.33% | 0.64% | Q1 2017 | Q3 2023 | 25 |
ClariVest Asset Management LLC | 25 | 25 | 0.00% | 0.36% | 0.75% | Q3 2017 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.01% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 25 |
NOVARE CAPITAL MANAGEMENT LLC | 25 | 25 | 0.39% | 0.85% | 1.12% | Q3 2017 | Q3 2023 | 25 |
Avantax Planning Partners, Inc. | 13 | 12 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 25 |
SEGALL BRYANT & HAMILL, LLC | 13 | 12 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q2 2023 | 25 |
FIRST MERCHANTS CORP | 25 | 25 | 0.30% | 0.54% | 0.96% | Q3 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2019 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.11% | 0.18% | 0.34% | Q3 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.03% | 0.07% | 0.22% | Q3 2017 | Q3 2023 | 25 |
Vident Investment Advisory, LLC | 20 | 1 | 0.00% | 0.18% | 0.37% | Q2 2015 | Q2 2023 | 25 |
Cambria Investment Management, L.P. | 25 | 25 | 0.21% | 0.51% | 1.17% | Q2 2016 | Q2 2022 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.05% | 0.20% | 0.38% | Q1 2016 | Q1 2022 | 25 |
Argent Trust Co | 21 | 4 | 0.02% | 0.09% | 0.41% | Q4 2014 | Q3 2023 | 25 |
Camelot Portfolios, LLC | 13 | 1 | 0.08% | 0.25% | 0.51% | Q2 2016 | Q2 2023 | 25 |
AMICA MUTUAL INSURANCE CO | 25 | 25 | 0.08% | 0.14% | 0.30% | Q2 2013 | Q2 2019 | 25 |
MARSHALL WACE, LLP | 12 | 1 | 0.00% | 0.05% | 0.22% | Q1 2014 | Q2 2023 | 25 |
Versor Investments LP | 25 | 25 | 0.03% | 0.28% | 1.34% | Q2 2017 | Q2 2023 | 25 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 16 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 25 |
EATON VANCE MANAGEMENT | 22 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2022 | 25 |
Van Hulzen Asset Management, LLC | 14 | 2 | 0.04% | 0.08% | 0.36% | Q4 2013 | Q3 2023 | 25 |
Prospera Financial Services Inc | 14 | 1 | 0.01% | 0.10% | 0.67% | Q4 2014 | Q3 2023 | 25 |
Olstein Capital Management, L.P. | 21 | 4 | 0.25% | 0.83% | 1.55% | Q2 2013 | Q3 2023 | 25 |
Aviance Capital Partners, LLC | 14 | 1 | 0.05% | 0.19% | 0.99% | Q2 2013 | Q3 2023 | 25 |
VALLEY NATIONAL ADVISERS INC | 22 | 3 | 0.00% | 0.12% | 0.33% | Q2 2015 | Q3 2023 | 25 |
IFG Advisory, LLC | 24 | 24 | 0.05% | 0.15% | 0.25% | Q4 2017 | Q3 2023 | 24 |
WHITENER CAPITAL MANAGEMENT, INC. | 24 | 24 | 0.14% | 0.30% | 0.44% | Q4 2017 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.16% | 0.22% | 0.27% | Q4 2017 | Q3 2023 | 24 |
DUBUQUE BANK & TRUST CO | 24 | 24 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 24 |
BRAUN STACEY ASSOCIATES INC | 12 | 1 | 0.02% | 0.61% | 1.44% | Q2 2013 | Q2 2023 | 24 |
Altshuler Shaham Ltd | 24 | 24 | 0.01% | 0.06% | 0.24% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.05% | 0.13% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q1 2019 | 24 |
EXCALIBUR MANAGEMENT CORP | 16 | 2 | 0.14% | 0.22% | 0.36% | Q1 2015 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.03% | 0.09% | 0.34% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Koshinski Asset Management, Inc. | 16 | 8 | 0.03% | 0.08% | 0.20% | Q1 2017 | Q3 2023 | 24 |
Treasurer of the State of North Carolina | 24 | 24 | 0.06% | 0.10% | 0.50% | Q4 2017 | Q3 2023 | 24 |
Financial Advisors Network, Inc. | 17 | 1 | 0.06% | 0.21% | 0.37% | Q4 2016 | Q3 2023 | 24 |
HighPoint Advisor Group LLC | 23 | 1 | 0.04% | 0.08% | 0.17% | Q1 2016 | Q2 2022 | 24 |
Ancora Advisors LLC | 17 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.05% | 0.10% | 0.15% | Q2 2013 | Q1 2019 | 24 |
GREAT LAKES ADVISORS, LLC | 18 | 2 | 0.01% | 0.68% | 1.25% | Q2 2013 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 24 |
PRIVATE TRUST CO NA | 7 | 2 | 0.03% | 0.05% | 0.07% | Q1 2013 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.04% | 0.13% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Centiva Capital, LP | 4 | 1 | 0.00% | 0.06% | 0.43% | Q4 2018 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.14% | 0.35% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.03% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.11% | 0.28% | 0.44% | Q4 2017 | Q3 2023 | 24 |
Intellectus Partners, LLC | 13 | 3 | 0.01% | 0.24% | 0.49% | Q4 2016 | Q3 2023 | 24 |
CADENCE CAPITAL MANAGEMENT LLC | 24 | 24 | 0.21% | 0.45% | 0.94% | Q4 2014 | Q3 2020 | 24 |
CHELSEA COUNSEL CO | 24 | 24 | 0.06% | 0.72% | 1.30% | Q2 2013 | Q1 2019 | 24 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 18 | 3 | 0.11% | 0.49% | 1.19% | Q3 2016 | Q3 2023 | 24 |
BOSTON ADVISORS LLC | 15 | 9 | 0.01% | 0.27% | 0.68% | Q3 2013 | Q3 2019 | 24 |
CHEMICAL BANK | 24 | 24 | 0.12% | 0.17% | 0.38% | Q3 2013 | Q2 2019 | 24 |
CNB Bank | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
TRUST CO OF TOLEDO NA /OH/ | 15 | 2 | 0.04% | 0.05% | 0.08% | Q4 2013 | Q4 2023 | 24 |
Unison Advisors LLC | 24 | 24 | 0.28% | 0.83% | 1.60% | Q4 2017 | Q3 2023 | 24 |
OLD SECOND NATIONAL BANK OF AURORA | 24 | 24 | 0.65% | 1.13% | 1.66% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.03% | 0.09% | 0.17% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
BALASA DINVERNO & FOLTZ LLC | 10 | 2 | 0.02% | 0.04% | 0.08% | Q3 2013 | Q4 2021 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.12% | 0.26% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.01% | 0.08% | 0.26% | Q4 2016 | Q2 2022 | 23 |
MARTINGALE ASSET MANAGEMENT L P | 14 | 2 | 0.00% | 0.04% | 0.14% | Q4 2013 | Q1 2021 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.36% | 0.60% | 0.93% | Q4 2017 | Q2 2023 | 23 |
NORTHSTAR INVESTMENT ADVISORS LLC | 23 | 23 | 0.40% | 1.43% | 2.07% | Q4 2015 | Q2 2021 | 23 |
THOMAS WHITE INTERNATIONAL LTD | 23 | 23 | 0.03% | 0.05% | 0.09% | Q4 2017 | Q2 2023 | 23 |
Rehmann Capital Advisory Group | 15 | 1 | 0.02% | 0.04% | 0.14% | Q2 2012 | Q3 2023 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.08% | 0.14% | 0.26% | Q2 2013 | Q4 2018 | 23 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.18% | 0.57% | Q2 2013 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.29% | 0.89% | Q1 2018 | Q3 2023 | 23 |
Cribstone Capital Management, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 23 |
Lingohr Asset Management GmbH | 11 | 4 | 0.21% | 1.15% | 2.91% | Q2 2013 | Q2 2020 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.06% | 0.11% | 0.19% | Q4 2017 | Q2 2023 | 23 |
NewEdge Advisors, LLC | 15 | 1 | 0.00% | 0.05% | 0.73% | Q2 2015 | Q3 2023 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 8 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 23 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 23 | 23 | 0.01% | 0.10% | 0.24% | Q3 2014 | Q1 2020 | 23 |
Checchi Capital Advisers, LLC | 19 | 1 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 23 |
E&G Advisors, LP | 14 | 9 | 0.07% | 0.10% | 0.18% | Q4 2017 | Q3 2023 | 23 |
HENNESSY ADVISORS INC | 8 | 7 | 0.06% | 0.10% | 0.21% | Q2 2013 | Q4 2020 | 23 |
Engineers Gate Manager LP | 11 | 1 | 0.01% | 0.13% | 0.42% | Q4 2014 | Q3 2023 | 23 |
ALLSTATE CORP | 17 | 1 | 0.01% | 0.04% | 0.16% | Q4 2013 | Q4 2022 | 23 |
GREENLEAF TRUST | 19 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 23 |
Empirical Finance, LLC | 21 | 1 | 0.02% | 0.35% | 0.83% | Q4 2016 | Q3 2023 | 23 |
Capula Management Ltd | 4 | 2 | 0.02% | 0.20% | 0.71% | Q1 2020 | Q1 2023 | 23 |
Convergence Investment Partners, LLC | 13 | 10 | 0.14% | 0.45% | 0.76% | Q1 2016 | Q1 2022 | 23 |
Calamos Advisors LLC | 20 | 1 | 0.01% | 0.14% | 0.75% | Q2 2013 | Q1 2021 | 23 |
Carnegie Capital Asset Management, LLC | 20 | 3 | 0.12% | 0.24% | 0.40% | Q4 2017 | Q3 2023 | 23 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 23 |
Alyeska Investment Group, L.P. | 6 | 1 | 0.00% | 0.30% | 0.72% | Q2 2013 | Q1 2023 | 23 |
Frontier Wealth Management LLC | 18 | 1 | 0.01% | 0.05% | 0.23% | Q4 2014 | Q2 2022 | 23 |
Pflug Koory, LLC | 23 | 23 | 0.02% | 0.25% | 0.33% | Q1 2018 | Q3 2023 | 23 |
Amica Retiree Medical Trust | 23 | 23 | 0.08% | 0.13% | 0.26% | Q4 2013 | Q2 2019 | 23 |
Hartford Financial Management Inc. | 23 | 23 | 0.01% | 0.32% | 0.44% | Q1 2018 | Q3 2023 | 23 |
Field & Main Bank | 14 | 1 | 0.15% | 0.24% | 0.33% | Q2 2015 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.01% | 0.09% | 0.30% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.01% | 0.07% | 0.74% | Q1 2018 | Q3 2023 | 23 |
McIlrath & Eck, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 23 | 23 | 0.42% | 1.02% | 1.49% | Q4 2014 | Q2 2020 | 23 |
Cadence Bank | 21 | 2 | 0.02% | 0.14% | 0.76% | Q4 2017 | Q3 2023 | 23 |
Harel Insurance Investments & Financial Services Ltd. | 12 | 1 | 0.00% | 0.02% | 0.10% | Q2 2016 | Q3 2023 | 23 |
Cordasco Financial Network | 23 | 23 | 0.03% | 0.23% | 0.34% | Q4 2016 | Q2 2022 | 23 |
KEATING INVESTMENT COUNSELORS INC | 22 | 1 | 0.09% | 1.18% | 2.23% | Q4 2014 | Q4 2022 | 23 |
Osborn Williams & Donohoe LLC | 22 | 22 | 0.29% | 0.40% | 0.54% | Q4 2014 | Q1 2020 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2018 | 22 |
OneDigital Investment Advisors LLC | 17 | 5 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 22 |
Traynor Capital Management, Inc. | 15 | 5 | 0.00% | 0.23% | 0.40% | Q4 2016 | Q3 2023 | 22 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 22 |
SCOPUS ASSET MANAGEMENT, L.P. | 5 | 1 | 0.06% | 0.26% | 0.99% | Q2 2013 | Q2 2021 | 22 |
Schonfeld Strategic Advisors LLC | 9 | 1 | 0.00% | 0.13% | 0.46% | Q4 2016 | Q3 2023 | 22 |
GIRARD PARTNERS LTD. | 19 | 3 | 0.04% | 0.14% | 0.22% | Q1 2015 | Q3 2020 | 22 |
FMA ADVISORY INC | 19 | 1 | 0.21% | 0.83% | 1.17% | Q2 2013 | Q3 2021 | 22 |
Balentine LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 22 |
Sterling Investment Advisors, Ltd. | 22 | 22 | 0.41% | 0.62% | 1.11% | Q2 2018 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 13 | 9 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 22 |
Legacy Private Trust Co. | 12 | 4 | 0.02% | 0.05% | 0.16% | Q2 2017 | Q3 2023 | 22 |
Spectrum Management Group, LLC | 18 | 1 | 0.00% | 0.36% | 1.14% | Q4 2014 | Q3 2021 | 22 |
Sunbelt Securities, Inc. | 17 | 1 | 0.04% | 0.18% | 0.50% | Q4 2016 | Q3 2023 | 22 |
EXANE DERIVATIVES | 22 | 22 | 0.00% | 0.29% | 0.97% | Q1 2017 | Q2 2022 | 22 |
Wealthcare Advisory Partners LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 22 |
Bowling Portfolio Management LLC | 21 | 1 | 0.06% | 0.28% | 0.73% | Q1 2017 | Q3 2022 | 22 |
Voya Financial Advisors, Inc. | 21 | 1 | 0.02% | 0.03% | 0.06% | Q1 2015 | Q1 2021 | 22 |
AGF Investments LLC | 13 | 9 | 0.02% | 0.13% | 0.29% | Q4 2016 | Q3 2022 | 22 |
PRENTISS SMITH & CO INC | 22 | 22 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2018 | 22 |
Itau Unibanco Holding S.A. | 12 | 2 | 0.00% | 0.02% | 0.11% | Q3 2016 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.01% | 0.17% | 0.28% | Q4 2017 | Q3 2023 | 22 |
Avalon Investment & Advisory | 19 | 3 | 0.01% | 1.32% | 2.70% | Q2 2014 | Q1 2023 | 22 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 22 |
Pineno Levin & Ford Asset Management, Inc. | 11 | 1 | 0.08% | 0.16% | 0.38% | Q2 2013 | Q4 2021 | 22 |
Mount Yale Investment Advisors, LLC | 12 | 10 | 0.04% | 0.38% | 1.65% | Q1 2018 | Q3 2023 | 22 |
DEARBORN PARTNERS LLC | 14 | 1 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 22 |
Csenge Advisory Group | 14 | 8 | 0.06% | 0.15% | 0.49% | Q3 2017 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Pensionfund Sabic | 12 | 3 | 0.00% | 0.48% | 0.61% | Q3 2015 | Q4 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.05% | 0.10% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Hexavest Inc. | 11 | 1 | 0.00% | 0.26% | 0.42% | Q2 2013 | Q3 2021 | 22 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.01% | 0.12% | 0.34% | Q2 2013 | Q2 2023 | 22 |
Chesley Taft & Associates LLC | 12 | 10 | 0.01% | 0.14% | 0.33% | Q2 2013 | Q3 2023 | 22 |
Laurel Grove Capital, LLC | 22 | 22 | 1.39% | 2.11% | 2.45% | Q2 2013 | Q3 2018 | 22 |
VALLEY WEALTH MANAGERS, INC. | 22 | 22 | 0.17% | 0.28% | 0.42% | Q2 2018 | Q3 2023 | 22 |
FORTE CAPITAL LLC /ADV | 14 | 1 | 0.09% | 0.20% | 0.30% | Q3 2014 | Q3 2023 | 22 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.04% | 0.08% | 0.13% | Q1 2017 | Q3 2023 | 21 |
Motley Fool Asset Management LLC | 14 | 2 | 0.00% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 21 |
Autus Asset Management, LLC | 16 | 5 | 0.03% | 0.06% | 0.08% | Q4 2015 | Q4 2022 | 21 |
Horizon Investments, LLC | 11 | 2 | 0.01% | 0.06% | 0.25% | Q4 2014 | Q3 2023 | 21 |
Atlas Brown,Inc. | 19 | 2 | 0.04% | 0.15% | 0.21% | Q4 2014 | Q3 2023 | 21 |
Allworth Financial LP | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 21 |
FDx Advisors, Inc. | 9 | 1 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q2 2023 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.00% | 0.02% | 0.14% | Q3 2018 | Q3 2023 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.03% | 0.79% | 1.42% | Q2 2013 | Q2 2018 | 21 |
Montecito Bank & Trust | 21 | 21 | 0.08% | 0.20% | 0.59% | Q4 2018 | Q4 2023 | 21 |
SKBA CAPITAL MANAGEMENT LLC | 21 | 21 | 0.06% | 1.70% | 3.62% | Q3 2018 | Q3 2023 | 21 |
ProVise Management Group, LLC | 10 | 2 | 0.02% | 0.04% | 0.10% | Q1 2015 | Q2 2021 | 21 |
BDO Wealth Advisors, LLC | 21 | 21 | 0.00% | 0.21% | 0.37% | Q2 2018 | Q2 2023 | 21 |
Syntal Capital Partners, LLC | 18 | 3 | 0.02% | 0.38% | 0.93% | Q3 2014 | Q3 2023 | 21 |
IMA Wealth, Inc. | 12 | 9 | 0.02% | 0.69% | 1.45% | Q2 2013 | Q2 2020 | 21 |
PRINCETON CAPITAL MANAGEMENT LLC | 10 | 4 | 0.03% | 0.26% | 0.50% | Q2 2013 | Q3 2019 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.04% | 0.12% | 0.19% | Q2 2013 | Q2 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 21 |
STEEL GROVE CAPITAL ADVISORS, LLC | 21 | 21 | 0.41% | 0.93% | 1.27% | Q4 2015 | Q4 2020 | 21 |
ZEKE CAPITAL ADVISORS, LLC | 16 | 1 | 0.03% | 0.06% | 0.12% | Q2 2017 | Q4 2022 | 21 |
SECURITY NATIONAL TRUST CO | 19 | 2 | 0.00% | 0.12% | 0.20% | Q2 2013 | Q1 2020 | 21 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 18 | 3 | 0.02% | 0.12% | 0.29% | Q3 2017 | Q3 2023 | 21 |
IMPAX ASSET MANAGEMENT LLC | 21 | 21 | 0.01% | 0.53% | 2.05% | Q2 2013 | Q2 2018 | 21 |
CHICAGO EQUITY PARTNERS LLC | 15 | 1 | 0.01% | 0.12% | 0.29% | Q3 2013 | Q1 2020 | 21 |
OAKBROOK INVESTMENTS LLC | 11 | 2 | 0.02% | 0.11% | 0.22% | Q2 2013 | Q3 2019 | 21 |
Semper Augustus Investments Group | 21 | 21 | 1.84% | 2.59% | 3.25% | Q3 2018 | Q3 2023 | 21 |
Summit Financial Wealth Advisors, LLC | 13 | 3 | 0.05% | 0.63% | 2.62% | Q1 2015 | Q3 2023 | 21 |
CMH Wealth Management LLC | 21 | 21 | 0.74% | 0.99% | 1.38% | Q3 2018 | Q3 2023 | 21 |
NWAM LLC | 12 | 3 | 0.01% | 0.12% | 0.37% | Q2 2012 | Q3 2023 | 21 |
GABELLI FUNDS LLC | 12 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 21 |
Institute for Wealth Management, LLC. | 19 | 1 | 0.08% | 0.10% | 0.13% | Q2 2017 | Q3 2023 | 21 |
PATTON ALBERTSON MILLER GROUP, LLC | 21 | 21 | 0.02% | 0.67% | 0.92% | Q3 2018 | Q3 2023 | 21 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.03% | 0.11% | 0.36% | Q1 2013 | Q4 2017 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.11% | 0.31% | Q4 2014 | Q3 2019 | 20 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.02% | 0.08% | 0.26% | Q2 2013 | Q1 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.08% | 0.23% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2020 | 20 |
Riverview Trust Co | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Kovitz Investment Group Partners, LLC | 20 | 20 | 0.14% | 0.21% | 0.29% | Q4 2018 | Q3 2023 | 20 |
AT Bancorp | 11 | 9 | 0.02% | 0.17% | 1.43% | Q2 2013 | Q1 2019 | 20 |
O'Brien Greene & Co. Inc | 20 | 20 | 0.40% | 0.69% | 1.70% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.14% | 0.22% | 0.27% | Q4 2018 | Q3 2023 | 20 |
BANK OF HAWAII | 11 | 9 | 0.01% | 0.14% | 0.32% | Q2 2013 | Q1 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.45% | 0.53% | 0.67% | Q4 2018 | Q3 2023 | 20 |
EP Wealth Advisors, LLC | 16 | 4 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.06% | 0.11% | 0.18% | Q4 2017 | Q3 2022 | 20 |
CapWealth Advisors, LLC | 14 | 6 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2023 | 20 |
Hamilton Point Investment Advisors, LLC | 15 | 5 | 1.03% | 1.46% | 2.04% | Q4 2013 | Q3 2023 | 20 |
Knights of Columbus Asset Advisors LLC | 18 | 2 | 0.04% | 0.46% | 0.80% | Q1 2017 | Q3 2023 | 20 |
NuWave Investment Management, LLC | 7 | 1 | 0.00% | 0.29% | 1.34% | Q2 2013 | Q4 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.03% | 0.12% | Q4 2017 | Q3 2022 | 20 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 20 | 0.00% | 0.18% | 0.38% | Q2 2015 | Q1 2020 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.11% | 0.41% | 0.65% | Q1 2016 | Q4 2020 | 20 |
Beutel, Goodman & Co Ltd. | 20 | 20 | 0.38% | 0.97% | 1.41% | Q4 2018 | Q3 2023 | 20 |
Knuff & Co LLC | 20 | 20 | 0.07% | 0.23% | 0.65% | Q4 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.12% | 0.16% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q3 2018 | 20 |
Interval Partners, LP | 7 | 1 | 0.10% | 0.55% | 1.67% | Q4 2016 | Q3 2023 | 20 |
Inlet Private Wealth, LLC | 20 | 20 | 0.20% | 0.28% | 0.55% | Q4 2018 | Q3 2023 | 20 |
PARADIGM ASSET MANAGEMENT CO LLC | 18 | 2 | 0.05% | 0.38% | 0.88% | Q4 2017 | Q1 2023 | 20 |
Copperwynd Financial, LLC | 20 | 20 | 0.21% | 0.29% | 0.37% | Q4 2018 | Q3 2023 | 20 |
ArchPoint Investors | 20 | 20 | 0.07% | 0.32% | 0.70% | Q4 2018 | Q3 2023 | 20 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.28% | 1.63% | Q3 2014 | Q1 2023 | 20 |
Mork Capital Management, LLC | 13 | 7 | 0.60% | 0.80% | 1.02% | Q4 2014 | Q4 2019 | 20 |
Atwater Malick LLC | 20 | 20 | 3.05% | 3.70% | 4.41% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.01% | 0.04% | 0.41% | Q4 2018 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 1.14% | 1.35% | 1.64% | Q4 2018 | Q3 2023 | 20 |
KOPP INVESTMENT ADVISORS LLC | 17 | 3 | 0.31% | 0.67% | 1.01% | Q2 2013 | Q3 2019 | 20 |
Hamlin Capital Management, LLC | 20 | 20 | 1.11% | 2.96% | 4.31% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Ballentine Partners, LLC | 18 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.44% | 0.55% | 0.62% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.44% | 0.54% | 0.65% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.08% | 0.12% | 0.15% | Q2 2013 | Q1 2018 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.02% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Edge Wealth Management LLC | 10 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2021 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2022 | 20 |
Prime Capital Investment Advisors, LLC | 20 | 20 | 0.01% | 0.19% | 0.53% | Q4 2018 | Q3 2023 | 20 |
Granite Investment Advisors, LLC | 7 | 1 | 0.04% | 0.83% | 2.42% | Q2 2014 | Q3 2021 | 19 |
SouthState Corp | 13 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 19 |
Quad-Cities Investment Group, LLC | 8 | 4 | 0.13% | 0.20% | 0.33% | Q1 2018 | Q3 2023 | 19 |
Cutter & CO Brokerage, Inc. | 19 | 19 | 0.06% | 0.08% | 0.12% | Q1 2019 | Q3 2023 | 19 |
ETRADE Capital Management LLC | 10 | 2 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 19 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 19 | 19 | 0.02% | 0.15% | 0.22% | Q1 2019 | Q3 2023 | 19 |
Belpointe Asset Management LLC | 12 | 2 | 0.02% | 0.06% | 0.19% | Q3 2017 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.14% | 0.19% | 0.26% | Q1 2019 | Q3 2023 | 19 |
Northwest Bancshares, Inc. | 19 | 19 | 0.46% | 1.02% | 1.30% | Q1 2019 | Q3 2023 | 19 |
PEDDOCK CAPITAL ADVISORS, LLC | 19 | 19 | 0.24% | 0.40% | 0.68% | Q1 2019 | Q3 2023 | 19 |
GHP Investment Advisors, Inc. | 19 | 19 | 0.04% | 0.13% | 0.21% | Q1 2019 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19 | 19 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Financial Gravity Asset Management, Inc. | 8 | 3 | 0.00% | 0.10% | 0.46% | Q1 2018 | Q3 2023 | 19 |
Estabrook Capital Management | 17 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 19 |
HYMAN CHARLES D | 13 | 1 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 19 |
Symmetry Partners, LLC | 19 | 19 | 0.08% | 0.11% | 0.14% | Q2 2019 | Q4 2023 | 19 |
CHOREO, LLC | 15 | 1 | 0.01% | 0.08% | 0.12% | Q1 2014 | Q3 2023 | 19 |
Boston Trust Walden Corp | 18 | 1 | 0.00% | 0.25% | 0.34% | Q4 2017 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 5 | 0.01% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 19 |
StoneX Group Inc. | 17 | 2 | 0.08% | 0.22% | 0.43% | Q4 2017 | Q3 2022 | 19 |
Northeast Financial Consultants Inc | 19 | 19 | 0.05% | 0.09% | 0.11% | Q1 2019 | Q3 2023 | 19 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 12 | 7 | 0.01% | 0.23% | 0.97% | Q1 2017 | Q4 2021 | 19 |
AFFINITY INVESTMENT ADVISORS, LLC | 9 | 1 | 0.02% | 0.55% | 0.98% | Q2 2015 | Q4 2022 | 19 |
Moloney Securities Asset Management, LLC | 13 | 6 | 0.04% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 19 |
Richard Bernstein Advisors LLC | 19 | 19 | 0.07% | 0.19% | 0.32% | Q2 2014 | Q4 2018 | 19 |
Silver Lake Advisory, LLC | 17 | 2 | 0.20% | 1.18% | 2.28% | Q3 2018 | Q2 2023 | 19 |
BOURGEON CAPITAL MANAGEMENT LLC | 12 | 7 | 0.03% | 0.76% | 2.42% | Q4 2013 | Q2 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Assenagon Asset Management S.A. | 15 | 2 | 0.01% | 0.08% | 0.28% | Q3 2017 | Q3 2023 | 19 |
INTACT INVESTMENT MANAGEMENT INC. | 10 | 1 | 0.01% | 0.09% | 0.20% | Q3 2013 | Q3 2023 | 19 |
WASHINGTON TRUST BANK | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2023 | 19 |
Columbia Asset Management | 14 | 1 | 0.05% | 0.11% | 0.20% | Q4 2014 | Q4 2019 | 19 |
Fieldpoint Private Securities, LLC | 11 | 1 | 0.00% | 0.12% | 0.29% | Q1 2017 | Q2 2022 | 19 |
Hilltop Holdings Inc. | 10 | 1 | 0.03% | 0.09% | 0.15% | Q3 2013 | Q3 2023 | 19 |
CADINHA & CO LLC | 15 | 1 | 0.04% | 1.57% | 4.25% | Q2 2013 | Q3 2021 | 19 |
Investors Research Corp | 19 | 19 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Dynamic Advisor Solutions LLC | 14 | 1 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.04% | 0.19% | 0.58% | Q2 2013 | Q4 2017 | 19 |
CUMBERLAND ADVISORS INC | 12 | 7 | 0.39% | 0.61% | 0.96% | Q4 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2022 | 19 |
AMF Tjanstepension AB | 10 | 4 | 0.01% | 0.27% | 0.99% | Q4 2014 | Q3 2023 | 19 |
Fiera Capital Corp | 17 | 2 | 0.00% | 0.22% | 0.54% | Q2 2013 | Q4 2020 | 19 |
Truvestments Capital LLC | 12 | 2 | 0.00% | 0.08% | 0.36% | Q2 2018 | Q3 2023 | 19 |
Crossvault Capital Management LLC | 15 | 4 | 0.10% | 0.13% | 0.15% | Q2 2017 | Q2 2022 | 19 |
FAYEZ SAROFIM & CO | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
Tradewinds Capital Management, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2018 | 19 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 19 | 19 | 0.03% | 0.42% | 1.78% | Q4 2014 | Q2 2019 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.06% | 0.16% | Q3 2018 | Q3 2023 | 19 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 10 | 9 | 0.02% | 0.09% | 0.22% | Q2 2013 | Q2 2019 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
RENAISSANCE GROUP LLC | 19 | 19 | 0.72% | 1.10% | 1.35% | Q3 2013 | Q1 2018 | 19 |
Kendall Capital Management | 19 | 19 | 0.42% | 0.89% | 1.53% | Q1 2019 | Q3 2023 | 19 |
OSSIAM | 18 | 1 | 0.00% | 0.25% | 2.80% | Q4 2018 | Q3 2023 | 19 |
Venturi Wealth Management, LLC | 14 | 4 | 0.06% | 0.35% | 1.40% | Q2 2017 | Q3 2023 | 18 |
BLUESTEIN R H & CO LLC | 10 | 1 | 0.01% | 0.21% | 1.28% | Q2 2013 | Q2 2021 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 18 |
CAAS CAPITAL MANAGEMENT LP | 5 | 1 | 0.02% | 0.11% | 0.98% | Q4 2020 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2017 | 18 |
EagleClaw Capital Managment, LLC | 14 | 1 | 0.05% | 0.08% | 0.11% | Q3 2017 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2014 | 18 |
Edgestream Partners, L.P. | 8 | 3 | 0.02% | 0.29% | 1.03% | Q1 2018 | Q3 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.00% | 0.02% | 0.16% | Q4 2015 | Q1 2020 | 18 |
Transamerica Financial Advisors, Inc. | 14 | 1 | 0.00% | 0.07% | 0.19% | Q2 2018 | Q3 2023 | 18 |
IndexIQ Advisors LLC | 18 | 18 | 0.03% | 0.12% | 0.17% | Q4 2017 | Q1 2022 | 18 |
NORTH AMERICAN MANAGEMENT CORP | 18 | 18 | 0.07% | 0.33% | 1.27% | Q2 2013 | Q3 2017 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.04% | 0.14% | 0.26% | Q2 2013 | Q3 2017 | 18 |
First Western Capital Management Co | 16 | 2 | 0.39% | 2.36% | 6.49% | Q1 2016 | Q3 2020 | 18 |
CAPITAL ONE, NATIONAL ASSOCIATION | 10 | 8 | 0.03% | 0.25% | 0.45% | Q2 2013 | Q2 2018 | 18 |
Realta Investment Advisors | 14 | 4 | 0.04% | 0.17% | 0.26% | Q1 2019 | Q3 2023 | 18 |
DUNCKER STREETT & CO INC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Copeland Capital Management, LLC | 11 | 7 | 0.00% | 0.81% | 2.18% | Q2 2013 | Q2 2020 | 18 |
CARL DOMINO INC | 18 | 18 | 0.12% | 0.93% | 1.92% | Q2 2013 | Q3 2017 | 18 |
B. Riley Wealth Management, Inc. | 9 | 1 | 0.00% | 0.21% | 0.57% | Q1 2014 | Q2 2022 | 18 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q1 2022 | 18 |
FENIMORE ASSET MANAGEMENT INC | 14 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 18 |
CenterStar Asset Management, LLC | 8 | 1 | 0.00% | 0.09% | 0.65% | Q4 2017 | Q4 2020 | 18 |
BANCORPSOUTH INC | 18 | 18 | 0.02% | 0.08% | 0.10% | Q2 2013 | Q3 2017 | 18 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 18 | 18 | 0.11% | 0.15% | 0.22% | Q2 2013 | Q3 2017 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.10% | 0.14% | 0.19% | Q2 2019 | Q3 2023 | 18 |
TELEMUS CAPITAL, LLC | 11 | 1 | 0.02% | 0.04% | 0.10% | Q3 2013 | Q4 2021 | 18 |
New Capital Management LP | 18 | 18 | 0.04% | 0.09% | 0.16% | Q4 2016 | Q1 2021 | 18 |
Ironwood Investment Counsel, LLC | 18 | 18 | 0.01% | 0.46% | 1.15% | Q2 2019 | Q3 2023 | 18 |
Caprock Group, LLC | 12 | 1 | 0.02% | 0.07% | 0.38% | Q4 2014 | Q3 2023 | 18 |
Shepherd Financial Partners LLC | 13 | 5 | 0.04% | 0.17% | 0.34% | Q4 2018 | Q3 2023 | 18 |
FRANKLIN STREET ADVISORS INC /NC | 13 | 5 | 0.19% | 0.62% | 0.87% | Q3 2014 | Q3 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2017 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.05% | 0.11% | 0.18% | Q2 2013 | Q3 2017 | 18 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 15 | 1 | 0.00% | 0.32% | 0.45% | Q2 2015 | Q3 2023 | 18 |
Mutual Advisors, LLC | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 0.55% | 0.70% | 0.87% | Q2 2019 | Q3 2023 | 18 |
Cypress Capital Group | 18 | 18 | 0.07% | 0.12% | 0.24% | Q1 2018 | Q2 2022 | 18 |
CITIZENS FINANCIAL GROUP INC/RI | 12 | 1 | 0.00% | 0.27% | 0.73% | Q4 2015 | Q3 2023 | 18 |
Norway Savings Bank | 18 | 18 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q4 2022 | 18 |
KIRR MARBACH & CO LLC /IN/ | 14 | 1 | 0.05% | 0.07% | 0.10% | Q3 2017 | Q3 2023 | 18 |
Paragon Capital Management Ltd | 11 | 7 | 0.04% | 0.13% | 0.37% | Q1 2017 | Q1 2023 | 18 |
CX Institutional | 11 | 7 | 0.00% | 0.11% | 0.36% | Q1 2019 | Q3 2023 | 18 |
Principal Street Partners, LLC | 14 | 4 | 0.96% | 1.45% | 2.41% | Q1 2019 | Q3 2023 | 18 |
Waverton Investment Management Ltd | 13 | 5 | 0.07% | 3.29% | 7.59% | Q2 2013 | Q3 2023 | 18 |
AVIANCE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q1 2018 | 18 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 10 | 3 | 0.00% | 1.35% | 3.37% | Q4 2014 | Q3 2023 | 18 |
QV Investors Inc. | 18 | 18 | 0.15% | 0.36% | 0.54% | Q2 2019 | Q3 2023 | 18 |
Ascension Asset Management LLC | 9 | 1 | 0.70% | 0.86% | 1.00% | Q1 2018 | Q2 2023 | 18 |
WEALTHFRONT Corp | 11 | 7 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 18 |
Sowell Financial Services LLC | 10 | 1 | 0.03% | 0.07% | 0.14% | Q4 2016 | Q1 2023 | 18 |
BAHL & GAYNOR INC | 8 | 1 | 0.00% | 0.10% | 0.44% | Q4 2013 | Q4 2019 | 18 |
Supplemental Annuity Collective Trust of NJ | 18 | 18 | 0.12% | 0.27% | 0.36% | Q1 2014 | Q2 2018 | 18 |
Heritage Wealth Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.03% | 0.22% | Q4 2016 | Q1 2021 | 18 |
Atlantic Union Bankshares Corp | 18 | 18 | 0.05% | 0.08% | 0.10% | Q2 2019 | Q3 2023 | 18 |
PRING TURNER CAPITAL GROUP INC | 10 | 8 | 2.66% | 3.49% | 4.62% | Q3 2016 | Q3 2023 | 18 |
Westhampton Capital, LLC | 18 | 18 | 1.93% | 2.26% | 2.67% | Q2 2019 | Q3 2023 | 18 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.05% | 0.20% | Q4 2014 | Q3 2021 | 18 |
Johanson Financial Advisors, Inc. | 10 | 1 | 0.06% | 0.15% | 0.25% | Q1 2017 | Q4 2021 | 18 |
BRINKER CAPITAL INC | 12 | 5 | 0.04% | 0.07% | 0.09% | Q1 2016 | Q2 2020 | 17 |
THOMPSON DAVIS & CO., INC. | 17 | 17 | 0.02% | 0.04% | 0.08% | Q1 2014 | Q1 2018 | 17 |
Stratos Investment Management, LLC | 17 | 17 | 0.06% | 0.13% | 0.29% | Q1 2019 | Q1 2023 | 17 |
Covenant Partners, LLC | 12 | 5 | 0.08% | 0.15% | 0.25% | Q1 2019 | Q3 2023 | 17 |
GLOBEFLEX CAPITAL L P | 11 | 1 | 0.00% | 0.15% | 0.42% | Q3 2013 | Q3 2021 | 17 |
RITHOLTZ WEALTH MANAGEMENT | 16 | 1 | 0.03% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 17 |
FIDUCIARY TRUST CO | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.12% | 0.24% | 0.40% | Q2 2013 | Q2 2017 | 17 |
Handelsbanken Fonder AB | 14 | 1 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.04% | 0.14% | 0.30% | Q1 2018 | Q1 2022 | 17 |
INTEGRAL DERIVATIVES, LLC | 5 | 1 | 0.00% | 0.02% | 0.15% | Q4 2013 | Q4 2017 | 17 |
MURPHY CAPITAL MANAGEMENT INC | 10 | 7 | 0.04% | 0.12% | 0.20% | Q2 2013 | Q2 2022 | 17 |
Trinity Legacy Partners, LLC | 13 | 1 | 0.09% | 0.37% | 1.54% | Q4 2018 | Q2 2023 | 17 |
Connor, Clark & Lunn Investment Management Ltd. | 5 | 2 | 0.00% | 0.04% | 0.18% | Q4 2016 | Q3 2023 | 17 |
FCM INVESTMENTS/TX | 17 | 17 | 0.04% | 0.08% | 0.20% | Q2 2013 | Q2 2017 | 17 |
Asset Planning Services, Ltd. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2019 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.00% | 0.04% | 0.29% | Q4 2019 | Q4 2023 | 17 |
BANK OF STOCKTON | 17 | 17 | 0.34% | 0.57% | 0.81% | Q3 2019 | Q3 2023 | 17 |
BEACON TRUST CO | 17 | 17 | 0.60% | 1.01% | 1.30% | Q1 2013 | Q1 2017 | 17 |
iAB Financial Bank | 17 | 17 | 1.75% | 2.28% | 2.83% | Q2 2013 | Q2 2017 | 17 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.04% | 0.30% | Q1 2019 | Q3 2023 | 17 |
Boston Partners | 16 | 1 | 0.00% | 0.43% | 0.92% | Q2 2013 | Q2 2021 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.22% | 0.65% | 0.98% | Q3 2019 | Q3 2023 | 17 |
Hotaling Investment Management, LLC | 17 | 17 | 1.13% | 1.74% | 2.07% | Q4 2018 | Q4 2022 | 17 |
Regal Investment Advisors LLC | 10 | 7 | 0.00% | 0.07% | 0.86% | Q1 2014 | Q3 2023 | 17 |
MONECO Advisors, LLC | 17 | 17 | 0.14% | 0.22% | 0.33% | Q3 2019 | Q3 2023 | 17 |
FORTEM FINANCIAL GROUP, LLC | 13 | 4 | 0.12% | 0.38% | 0.92% | Q1 2019 | Q3 2023 | 17 |
Financial Management Professionals, Inc. | 16 | 1 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 17 |
Morris Capital Advisors, LLC | 17 | 17 | 0.37% | 0.50% | 0.64% | Q3 2018 | Q3 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q2 2017 | 17 |
Patten Group, Inc. | 17 | 17 | 0.03% | 0.10% | 0.22% | Q4 2014 | Q4 2018 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 17 |
BAKER BOYER NATIONAL BANK | 8 | 1 | 0.22% | 1.18% | 2.84% | Q2 2016 | Q3 2023 | 17 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 17 |
Virtu KCG Holdings LLC | 10 | 5 | 0.01% | 0.04% | 0.20% | Q3 2013 | Q2 2017 | 17 |
Clearstead Advisors, LLC | 15 | 2 | 0.02% | 0.08% | 0.11% | Q2 2017 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.06% | 0.13% | 0.33% | Q4 2018 | Q4 2022 | 17 |
Jacobus Wealth Management, Inc. | 10 | 7 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2017 | 17 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 17 | 17 | 1.12% | 1.43% | 1.69% | Q3 2019 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2017 | 17 |
Edinburgh Partners | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
RBA Wealth Management, LLC | 9 | 8 | 1.96% | 2.41% | 4.09% | Q1 2019 | Q3 2023 | 17 |
BI Asset Management Fondsmaeglerselskab A/S | 15 | 2 | 0.03% | 0.22% | 0.60% | Q2 2019 | Q3 2023 | 17 |
Ninety One UK Ltd | 10 | 7 | 0.01% | 0.47% | 1.43% | Q2 2013 | Q1 2018 | 17 |
SRS Capital Advisors, Inc. | 9 | 8 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 17 |
CADENCE BANK NA | 15 | 1 | 0.08% | 0.27% | 0.41% | Q4 2017 | Q2 2022 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.07% | 0.12% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
Indie Asset Partners, LLC | 16 | 16 | 0.31% | 0.43% | 0.56% | Q4 2019 | Q3 2023 | 16 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 4 | 0.01% | 0.06% | 0.16% | Q3 2018 | Q3 2023 | 16 |
ABSHER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.26% | 0.36% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Cresset Asset Management, LLC | 14 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 16 |
Old North State Trust, LLC | 7 | 3 | 0.11% | 0.14% | 0.23% | Q3 2018 | Q1 2023 | 16 |
Seven Springs Wealth Group, LLC | 16 | 16 | 0.15% | 0.18% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Richard P Slaughter Associates Inc | 16 | 16 | 0.36% | 0.44% | 0.53% | Q1 2020 | Q4 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2022 | 16 |
L & S Advisors Inc | 6 | 1 | 0.04% | 0.76% | 1.46% | Q4 2013 | Q3 2021 | 16 |
COMERICA SECURITIES INC | 8 | 8 | 0.07% | 0.34% | 0.74% | Q4 2014 | Q4 2018 | 16 |
Windsor Wealth Management, Inc. | 15 | 1 | 0.08% | 0.13% | 0.21% | Q2 2019 | Q3 2023 | 16 |
BP PLC | 7 | 1 | 0.04% | 0.09% | 0.15% | Q3 2016 | Q2 2021 | 16 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.30% | 0.88% | Q2 2013 | Q2 2019 | 16 |
Midwest Professional Planners, LTD. | 10 | 3 | 0.28% | 0.45% | 0.75% | Q4 2017 | Q3 2023 | 16 |
Nan Shan Life Insurance Co., Ltd. | 14 | 2 | 0.12% | 1.73% | 4.80% | Q4 2013 | Q1 2021 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 16 |
Doyle Wealth Management | 16 | 16 | 0.02% | 0.04% | 0.04% | Q4 2018 | Q3 2022 | 16 |
Weaver C. Barksdale & Associates, Inc. | 8 | 8 | 0.75% | 1.62% | 1.88% | Q1 2016 | Q3 2023 | 16 |
Welch Group, LLC | 10 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2017 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.02% | 0.07% | 0.17% | Q4 2019 | Q3 2023 | 16 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 16 | 16 | 0.12% | 0.19% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.07% | 0.13% | 0.18% | Q2 2013 | Q1 2017 | 16 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 8 | 1 | 0.07% | 0.17% | 0.31% | Q1 2018 | Q4 2022 | 16 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 16 | 16 | 0.02% | 0.66% | 3.50% | Q4 2019 | Q3 2023 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 13 | 3 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q3 2022 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q1 2017 | 16 |
HMS Capital Management, LLC | 14 | 1 | 0.17% | 0.38% | 0.76% | Q1 2018 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2017 | 16 |
Nicholas Hoffman & Company, LLC. | 15 | 1 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 16 |
TIEDEMANN ADVISORS, LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 16 |
FIRST INTERSTATE BANK | 16 | 16 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q2 2019 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Clarius Group, LLC | 14 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 16 |
MARVIN & PALMER ASSOCIATES INC | 11 | 5 | 0.05% | 2.78% | 4.84% | Q2 2013 | Q4 2017 | 16 |
ALTA CAPITAL MANAGEMENT LLC/ | 10 | 6 | 0.10% | 0.39% | 0.86% | Q4 2014 | Q4 2019 | 16 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 13 | 3 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q2 2019 | 16 |
Financial Enhancement Group LLC | 9 | 7 | 0.00% | 0.80% | 2.24% | Q4 2016 | Q3 2022 | 16 |
Jump Trading, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q1 2019 | 16 |
1832 Asset Management L.P. | 7 | 1 | 0.00% | 0.01% | 0.14% | Q1 2014 | Q3 2023 | 16 |
Trexquant Investment LP | 4 | 1 | 0.02% | 0.26% | 1.01% | Q4 2014 | Q2 2023 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.04% | 0.13% | 0.26% | Q4 2018 | Q3 2022 | 16 |
Bison Wealth, LLC | 8 | 1 | 0.05% | 0.20% | 0.32% | Q4 2014 | Q3 2023 | 16 |
ALPHA WINDWARD LLC | 14 | 2 | 0.00% | 0.27% | 0.47% | Q2 2015 | Q3 2020 | 16 |
Newfound Research LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 16 |
MAI Capital Management | 13 | 1 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 16 |
WHEATLAND ADVISORS INC | 15 | 1 | 0.22% | 0.34% | 0.87% | Q2 2016 | Q2 2020 | 16 |
Pendal Group Ltd | 5 | 1 | 0.00% | 0.03% | 0.13% | Q2 2017 | Q4 2022 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.21% | 0.35% | 0.73% | Q4 2019 | Q3 2023 | 16 |
AJO, LP | 8 | 8 | 0.00% | 0.31% | 1.05% | Q4 2016 | Q4 2020 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Joel Isaacson & Co., LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Alexandria Capital, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2017 | 16 |
Surevest, LLC | 16 | 16 | 0.20% | 1.02% | 1.64% | Q4 2018 | Q3 2022 | 16 |
S.A. Mason LLC | 16 | 16 | 0.14% | 0.19% | 0.24% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.10% | 0.14% | 0.28% | Q4 2019 | Q3 2023 | 16 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
FIRST NATIONAL BANK OF OMAHA | 8 | 7 | 0.07% | 0.13% | 0.16% | Q2 2013 | Q3 2018 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.11% | 0.22% | Q1 2017 | Q3 2020 | 15 |
FORVIS Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.17% | 0.69% | 1.33% | Q2 2013 | Q4 2016 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SUMITOMO LIFE INSURANCE CO | 15 | 15 | 0.12% | 0.19% | 0.29% | Q3 2013 | Q1 2017 | 15 |
LMR Partners LLP | 6 | 1 | 0.00% | 0.08% | 0.18% | Q2 2014 | Q4 2020 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 0.08% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 15 |
HOEY INVESTMENTS, INC | 12 | 3 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q3 2023 | 15 |
MV CAPITAL MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 15 |
Your Advocates Ltd., LLP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
First National Bank of South Miami | 13 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q2 2023 | 15 |
Redwood Investment Management, LLC | 8 | 1 | 0.05% | 0.31% | 1.03% | Q3 2018 | Q3 2023 | 15 |
Arkadios Wealth Advisors | 8 | 7 | 0.01% | 0.15% | 0.35% | Q4 2019 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Claraphi Advisory Network, LLC | 7 | 2 | 0.06% | 0.17% | 0.37% | Q4 2017 | Q4 2022 | 15 |
First Citizens Financial Corp | 13 | 2 | 0.30% | 0.44% | 1.00% | Q4 2019 | Q3 2023 | 15 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 5 | 0.20% | 0.26% | 0.35% | Q4 2019 | Q3 2023 | 15 |
Centerpoint Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.08% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 15 |
NAVELLIER & ASSOCIATES INC | 7 | 4 | 0.20% | 0.33% | 0.45% | Q3 2016 | Q4 2021 | 15 |
Crewe Advisors LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2023 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.38% | 0.50% | 0.58% | Q4 2019 | Q3 2023 | 15 |
Canal Capital Management, LLC | 12 | 3 | 0.69% | 0.93% | 1.22% | Q3 2015 | Q4 2019 | 15 |
HOHIMER WEALTH MANAGEMENT, LLC | 12 | 3 | 0.17% | 0.34% | 0.80% | Q4 2019 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.09% | 0.76% | Q2 2014 | Q4 2017 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Windsor Capital Management, LLC | 8 | 7 | 0.14% | 0.26% | 0.33% | Q3 2014 | Q3 2019 | 15 |
Aurora Investment Counsel | 8 | 7 | 0.70% | 1.16% | 1.48% | Q2 2013 | Q3 2023 | 15 |
CAPITAL GUARDIAN TRUST CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 15 |
J. Goldman & Co LP | 4 | 1 | 0.05% | 0.53% | 1.74% | Q3 2013 | Q4 2022 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Capital Advisors, Ltd. LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15 | 15 | 0.23% | 0.31% | 0.38% | Q2 2013 | Q4 2016 | 15 |
WFG Advisors, LP | 8 | 7 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2017 | 15 |
FIRST CITIZENS BANK & TRUST CO | 10 | 2 | 0.02% | 0.15% | 0.61% | Q2 2013 | Q2 2019 | 15 |
BlackRock Group LTD | 15 | 15 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
MADDEN SECURITIES Corp | 14 | 1 | 0.27% | 0.42% | 0.90% | Q4 2019 | Q3 2023 | 15 |
MATHER GROUP, LLC. | 14 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.03% | 0.06% | 0.10% | Q3 2016 | Q1 2020 | 15 |
MONROE BANK & TRUST/MI | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.08% | 0.20% | Q2 2016 | Q4 2019 | 15 |
1834 INVESTMENT ADVISORS CO | 7 | 2 | 0.00% | 0.69% | 1.55% | Q2 2013 | Q3 2023 | 15 |
Corient Capital Partners, LLC | 15 | 15 | 0.03% | 0.05% | 0.14% | Q1 2019 | Q3 2022 | 15 |
JAMES INVESTMENT RESEARCH INC | 5 | 2 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q2 2019 | 15 |
Asset Dedication, LLC | 9 | 1 | 0.01% | 0.06% | 0.10% | Q4 2015 | Q3 2023 | 15 |
AGRAN LIBBIE | 15 | 15 | 0.07% | 0.15% | 0.26% | Q3 2013 | Q1 2017 | 15 |
MU Investments Co., Ltd. | 11 | 4 | 0.00% | 2.39% | 4.22% | Q2 2013 | Q3 2023 | 15 |
Carolina Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
GUARDIAN CAPITAL ADVISORS LP | 8 | 7 | 0.03% | 0.06% | 0.12% | Q3 2013 | Q1 2018 | 15 |
STALEY CAPITAL ADVISERS INC | 12 | 1 | 0.02% | 0.03% | 0.09% | Q1 2014 | Q4 2019 | 15 |
CIM INVESTMENT MANAGEMENT INC | 9 | 6 | 0.21% | 0.33% | 0.48% | Q4 2014 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.02% | 0.11% | Q4 2015 | Q2 2019 | 15 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 15 |
OppenheimerFunds, Inc. | 14 | 1 | 0.00% | 0.04% | 0.18% | Q1 2013 | Q1 2019 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q4 2016 | 15 |
Dorsey & Whitney Trust CO LLC | 14 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 15 |
AlphaStar Capital Management, LLC | 8 | 7 | 0.02% | 0.09% | 0.19% | Q4 2017 | Q4 2022 | 15 |
Texan Capital Management | 15 | 15 | 0.46% | 0.63% | 0.91% | Q2 2013 | Q4 2016 | 15 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 12 | 1 | 0.04% | 0.15% | 0.26% | Q2 2013 | Q4 2017 | 15 |
Clark Capital Management Group, Inc. | 14 | 1 | 0.12% | 0.97% | 1.63% | Q1 2015 | Q2 2019 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.07% | 0.12% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Good Life Advisors, LLC | 8 | 7 | 0.03% | 0.06% | 0.11% | Q1 2017 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q4 2016 | 15 |
HORAN CAPITAL MANAGEMENT | 15 | 15 | 0.22% | 0.48% | 0.78% | Q4 2015 | Q2 2019 | 15 |
Geneva Advisors, LLC | 9 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 15 |
TCW GROUP INC | 15 | 15 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.08% | 0.10% | 0.11% | Q3 2011 | Q3 2015 | 15 |
Equitable Holdings, Inc. | 14 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Fosun International Ltd | 15 | 15 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q1 2022 | 15 |
Quantitative Investment Management, LLC | 3 | 1 | 0.05% | 0.20% | 0.56% | Q3 2013 | Q4 2022 | 15 |
XPONANCE, INC. | 14 | 14 | 0.04% | 0.14% | 0.31% | Q2 2020 | Q3 2023 | 14 |
Neuberger Berman Canada ULC | 6 | 3 | 0.00% | 0.24% | 0.51% | Q3 2013 | Q3 2017 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2016 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Wela Strategies, Inc. | 14 | 14 | 0.11% | 0.17% | 0.29% | Q3 2020 | Q4 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2020 | 14 |
Quadrature Capital Ltd | 6 | 1 | 0.01% | 0.26% | 0.82% | Q3 2015 | Q3 2023 | 14 |
COLONY GROUP LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 14 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 10 | 4 | 0.00% | 0.21% | 0.53% | Q4 2015 | Q1 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 12 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2023 | 14 |
BIRINYI ASSOCIATES INC | 8 | 3 | 0.11% | 0.24% | 0.46% | Q3 2013 | Q2 2021 | 14 |
CONGRESS ASSET MANAGEMENT CO /MA | 9 | 5 | 0.01% | 0.55% | 1.87% | Q2 2013 | Q2 2019 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.08% | 0.19% | 0.32% | Q4 2018 | Q1 2022 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14 | 14 | 0.00% | 0.10% | 0.57% | Q4 2019 | Q1 2023 | 14 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.20% | 0.81% | Q2 2017 | Q1 2023 | 14 |
SPINNAKER TRUST | 14 | 14 | 0.03% | 0.05% | 0.06% | Q3 2014 | Q4 2017 | 14 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 5 | 4 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q4 2023 | 14 |
CI INVESTMENTS INC. | 13 | 1 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 14 |
Krane Funds Advisors LLC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.08% | 0.15% | 0.20% | Q2 2013 | Q3 2016 | 14 |
RONALD BLUE & CO LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2016 | 14 |
NumerixS Investment Technologies Inc | 6 | 1 | 0.04% | 0.16% | 0.39% | Q4 2014 | Q2 2020 | 14 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.01% | 0.07% | 0.37% | Q3 2014 | Q4 2019 | 14 |
CPWM, LLC | 10 | 4 | 0.02% | 0.07% | 0.14% | Q1 2019 | Q3 2022 | 14 |
MCKINLEY CAPITAL MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2019 | 14 |
Teton Advisors, Inc. | 14 | 14 | 0.10% | 0.28% | 0.39% | Q2 2013 | Q3 2016 | 14 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 14 | 14 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Pensionfund DSM Netherlands | 7 | 3 | 0.00% | 0.40% | 0.56% | Q3 2015 | Q4 2021 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Intercontinental Wealth Advisors, LLC | 11 | 3 | 0.03% | 0.07% | 0.11% | Q2 2019 | Q2 2023 | 14 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.15% | 0.34% | Q2 2018 | Q3 2023 | 14 |
Cipher Capital LP | 3 | 1 | 0.08% | 0.30% | 1.03% | Q4 2013 | Q1 2023 | 14 |
WealthTrust-Arizona, LLC | 13 | 1 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q4 2018 | 14 |
DEERE & CO | 14 | 14 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q3 2016 | 14 |
FRG Family Wealth Advisors LLC | 14 | 14 | 0.07% | 0.12% | 0.16% | Q4 2015 | Q1 2019 | 14 |
Sterling Capital Management LLC | 13 | 1 | 0.00% | 0.07% | 0.09% | Q4 2014 | Q3 2019 | 14 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.04% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Sky Investment Group LLC | 10 | 4 | 0.10% | 0.13% | 0.16% | Q1 2016 | Q3 2023 | 14 |
Raub Brock Capital Management LP | 14 | 14 | 2.70% | 4.06% | 4.73% | Q1 2015 | Q2 2018 | 14 |
Sepio Capital, LP | 13 | 1 | 0.04% | 0.09% | 0.24% | Q4 2019 | Q2 2023 | 14 |
Rafferty Asset Management, LLC | 7 | 1 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 14 |
EVERETT HARRIS & CO /CA/ | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Compton Wealth Advisory Group, LLC | 14 | 14 | 0.41% | 0.80% | 1.29% | Q4 2018 | Q1 2022 | 14 |
Kore Private Wealth LLC | 14 | 14 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q1 2022 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.07% | 0.13% | 0.18% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Trust Investment Advisors | 13 | 1 | 0.22% | 1.33% | 1.85% | Q4 2013 | Q4 2022 | 14 |
KG&L Capital Management,LLC | 9 | 4 | 0.01% | 0.52% | 1.14% | Q4 2018 | Q3 2022 | 14 |
DOHJ, LLC | 14 | 14 | 0.12% | 0.60% | 1.54% | Q2 2020 | Q3 2023 | 14 |
Gideon Capital Advisors, Inc. | 4 | 1 | 0.13% | 0.57% | 1.11% | Q4 2013 | Q4 2019 | 14 |
Court Place Advisors, LLC | 6 | 4 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q3 2023 | 14 |
Gerstein Fisher | 14 | 14 | 0.06% | 0.12% | 0.32% | Q2 2013 | Q3 2016 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.10% | 0.32% | 0.40% | Q2 2013 | Q3 2016 | 14 |
First Personal Financial Services | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 14 |
KANALY TRUST CO | 13 | 13 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2016 | 13 |
CG Asset Management LLC | 13 | 13 | 1.10% | 1.95% | 2.47% | Q4 2013 | Q4 2016 | 13 |
Sculptor Capital LP | 4 | 3 | 0.00% | 0.10% | 0.46% | Q2 2013 | Q4 2016 | 13 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2023 | 13 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Eudaimonia Partners, LLC | 7 | 6 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
HUTCHENS INVESTMENT MANAGEMENT INC | 13 | 13 | 0.00% | 0.75% | 1.89% | Q4 2014 | Q4 2017 | 13 |
ROCKEFELLER FINANCIAL SERVICES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Integrated Advisors Network LLC | 9 | 4 | 0.02% | 0.17% | 0.36% | Q4 2019 | Q3 2023 | 13 |
Baldwin Investment Management, LLC | 13 | 13 | 0.05% | 0.10% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Capital Analysts, LLC | 11 | 2 | 0.00% | 0.07% | 0.53% | Q2 2015 | Q3 2023 | 13 |
Uniplan Investment Counsel, Inc. | 13 | 13 | 0.46% | 0.61% | 0.81% | Q2 2015 | Q2 2018 | 13 |
Lido Advisors, LLC | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Fiduciary Trust Co International of Pennsylvania | 12 | 1 | 0.03% | 0.05% | 0.06% | Q2 2015 | Q1 2020 | 13 |
MERITAGE PORTFOLIO MANAGEMENT | 8 | 5 | 0.14% | 0.27% | 0.52% | Q2 2018 | Q3 2023 | 13 |
WESPAC Advisors SoCal, LLC | 10 | 3 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 13 |
BANQUE PICTET & CIE SA | 8 | 1 | 0.00% | 0.03% | 0.13% | Q3 2014 | Q3 2023 | 13 |
Orca Investment Management, LLC | 7 | 6 | 1.77% | 2.34% | 3.30% | Q4 2013 | Q3 2019 | 13 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 13 | 13 | 0.08% | 0.17% | 0.25% | Q3 2020 | Q3 2023 | 13 |
TOMPKINS FINANCIAL CORP | 7 | 1 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q2 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.10% | 0.37% | 0.53% | Q2 2013 | Q2 2016 | 13 |
Bangor Savings Bank | 6 | 1 | 0.00% | 0.11% | 0.24% | Q4 2013 | Q3 2023 | 13 |
Artemis Investment Management LLP | 11 | 2 | 0.05% | 0.23% | 0.35% | Q4 2016 | Q3 2021 | 13 |
Sonora Investment Management, LLC | 10 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2021 | 13 |
Yorktown Management & Research Co Inc | 8 | 5 | 0.05% | 0.30% | 0.80% | Q3 2016 | Q1 2020 | 13 |
FRED ALGER MANAGEMENT, LLC | 7 | 6 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q1 2018 | 13 |
FIRST QUADRANT LLC/CA | 10 | 1 | 0.00% | 0.12% | 0.52% | Q2 2013 | Q3 2019 | 13 |
BRIGHTON JONES LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
GLG LLC | 11 | 2 | 0.00% | 0.07% | 0.11% | Q3 2014 | Q4 2017 | 13 |
Parasol Investment Management, LLC | 13 | 13 | 0.06% | 0.11% | 0.16% | Q4 2013 | Q4 2016 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.03% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q4 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 13 |
StrategIQ Financial Group, LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
HBK INVESTMENTS L P | 9 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2019 | 13 |
Sara-Bay Financial | 13 | 13 | 0.18% | 0.28% | 0.40% | Q2 2020 | Q2 2023 | 13 |
CAMG Solamere Management, LLC | 13 | 13 | 0.67% | 1.42% | 1.95% | Q4 2016 | Q4 2019 | 13 |
Lavaca Capital LLC | 6 | 1 | 0.04% | 0.17% | 0.37% | Q3 2020 | Q2 2022 | 13 |
FORT PITT CAPITAL GROUP, LLC | 8 | 5 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q2 2021 | 13 |
Marietta Wealth Management, LLC | 13 | 13 | 0.16% | 0.45% | 0.95% | Q4 2016 | Q4 2019 | 13 |
SANDERS MORRIS HARRIS LLC | 12 | 1 | 0.04% | 0.06% | 0.11% | Q3 2019 | Q1 2023 | 13 |
Ilmarinen Mutual Pension Insurance Co | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
SSI INVESTMENT MANAGEMENT LLC | 7 | 2 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q4 2022 | 13 |
KCM INVESTMENT ADVISORS LLC | 12 | 1 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2023 | 13 |
AFAM CAPITAL, INC. | 12 | 12 | 0.66% | 0.78% | 0.90% | Q4 2015 | Q3 2018 | 12 |
CORTLAND ASSOCIATES INC/MO | 7 | 5 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 12 |
Jupiter Investment Management Ltd | 5 | 2 | 0.00% | 0.43% | 1.92% | Q3 2015 | Q2 2020 | 12 |
FULLER & THALER ASSET MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2018 | 12 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 2 | 0.01% | 0.14% | 0.53% | Q4 2014 | Q3 2023 | 12 |
ZACKS INVESTMENT MANAGEMENT | 5 | 2 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 12 |
Robotti & Company | 7 | 5 | 0.04% | 0.07% | 0.09% | Q3 2016 | Q4 2021 | 12 |
UBS OCONNOR LLC | 3 | 1 | 0.01% | 0.14% | 0.43% | Q4 2014 | Q3 2022 | 12 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5 | 3 | 0.05% | 0.12% | 0.27% | Q1 2017 | Q3 2021 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
GUARDIAN CAPITAL LP | 6 | 1 | 0.01% | 0.02% | 0.12% | Q4 2014 | Q2 2019 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q1 2016 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.03% | 0.12% | 0.15% | Q2 2013 | Q1 2016 | 12 |
SII INVESTMENTS INC/WI | 9 | 3 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q4 2017 | 12 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.04% | 0.27% | 1.13% | Q4 2014 | Q3 2023 | 12 |
Beech Hill Advisors, Inc. | 9 | 3 | 0.94% | 1.51% | 2.67% | Q3 2018 | Q3 2023 | 12 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
Lee Financial Co | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 11 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2023 | 12 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q3 2023 | 12 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 5 | 5 | 0.01% | 0.10% | 0.36% | Q4 2016 | Q4 2017 | 12 |
BRR OpCo, LLC | 11 | 1 | 0.03% | 0.18% | 0.27% | Q2 2019 | Q3 2022 | 12 |
Sageworth Trust Co | 11 | 1 | 0.00% | 0.06% | 0.18% | Q2 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.05% | 0.19% | Q2 2018 | Q1 2021 | 12 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 7 | 1 | 0.02% | 0.07% | 0.10% | Q1 2014 | Q3 2023 | 12 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.11% | 0.29% | 1.14% | Q4 2016 | Q3 2023 | 12 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.06% | 0.14% | Q2 2016 | Q3 2023 | 12 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.06% | 0.20% | 0.43% | Q4 2014 | Q4 2021 | 12 |
Redmond Asset Management, LLC | 12 | 12 | 0.55% | 0.82% | 0.99% | Q2 2013 | Q1 2016 | 12 |
ACG Wealth | 10 | 1 | 0.00% | 0.55% | 0.89% | Q2 2013 | Q2 2022 | 12 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.06% | 0.10% | 0.12% | Q2 2013 | Q1 2016 | 12 |
Beacon Capital Management, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 12 |
Stone Ridge Asset Management LLC | 11 | 1 | 0.06% | 0.15% | 0.42% | Q4 2014 | Q2 2020 | 12 |
Miracle Mile Advisors, LLC | 12 | 12 | 0.12% | 0.19% | 0.23% | Q1 2019 | Q4 2021 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.06% | 0.26% | 0.75% | Q4 2020 | Q3 2023 | 12 |
New England Research & Management, Inc. | 7 | 1 | 0.23% | 0.42% | 0.60% | Q4 2013 | Q3 2022 | 12 |
AHL Partners LLP | 12 | 12 | 0.02% | 0.12% | 0.26% | Q1 2015 | Q4 2017 | 12 |
Palo Capital, Inc. | 12 | 12 | 0.76% | 0.98% | 1.15% | Q1 2016 | Q4 2018 | 12 |
Teza Capital Management LLC | 3 | 1 | 0.08% | 0.30% | 0.47% | Q4 2016 | Q1 2023 | 12 |
SIMON QUICK ADVISORS, LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2022 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.20% | 0.41% | 0.60% | Q4 2016 | Q3 2019 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.26% | 0.53% | 0.75% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.09% | 0.19% | 0.26% | Q4 2016 | Q3 2019 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.29% | 0.62% | 0.90% | Q4 2016 | Q3 2019 | 12 |
Arjuna Capital | 9 | 1 | 0.19% | 0.78% | 1.56% | Q1 2018 | Q2 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
D.B. Root & Company, LLC | 12 | 12 | 0.33% | 0.41% | 0.48% | Q4 2020 | Q3 2023 | 12 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.01% | 0.11% | 0.28% | Q2 2019 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
WealthBridge Capital Management, LLC | 9 | 1 | 0.09% | 0.12% | 0.14% | Q4 2018 | Q3 2022 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.07% | 0.11% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Stonehage Fleming Financial Services Holdings Ltd | 10 | 2 | 0.01% | 0.05% | 0.27% | Q1 2015 | Q2 2018 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.06% | 0.08% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 0.36% | 0.45% | 0.57% | Q4 2019 | Q3 2022 | 12 |
EPG Wealth Management LLC | 11 | 1 | 0.00% | 0.20% | 0.26% | Q1 2020 | Q3 2023 | 12 |
Keebeck Wealth Management, LLC | 7 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 12 |
First Pacific Financial | 12 | 12 | 0.33% | 0.40% | 0.48% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 0.31% | 0.38% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.99% | 1.25% | 1.98% | Q4 2020 | Q3 2023 | 12 |
Oder Investment Management, LLC | 12 | 12 | 0.51% | 0.58% | 0.65% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q1 2016 | 12 |
GAMCO INVESTORS, INC. ET AL | 9 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Banco Santander, S.A. | 10 | 2 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 12 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 6 | 1 | 0.02% | 0.24% | 0.61% | Q3 2013 | Q4 2019 | 12 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.07% | 0.57% | Q2 2013 | Q2 2018 | 12 |
Integrated Wealth Concepts LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 11 |
Railway Pension Investments Ltd | 11 | 11 | 0.03% | 0.20% | 0.37% | Q1 2019 | Q3 2021 | 11 |
CAPITAL MANAGEMENT CORP /VA | 10 | 1 | 0.13% | 2.00% | 3.48% | Q3 2013 | Q4 2016 | 11 |
Jaffetilchin Investment Partners, LLC | 4 | 1 | 0.05% | 0.12% | 0.17% | Q2 2013 | Q2 2021 | 11 |
Crescent Grove Advisors, LLC | 8 | 1 | 0.02% | 0.09% | 0.14% | Q2 2017 | Q1 2022 | 11 |
Vestmark Advisory Solutions, Inc. | 8 | 3 | 0.02% | 0.08% | 0.13% | Q1 2019 | Q4 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.05% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Arnhold LLC | 11 | 11 | 0.34% | 0.40% | 0.45% | Q2 2018 | Q4 2020 | 11 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.00% | 0.24% | 2.35% | Q2 2014 | Q3 2023 | 11 |
RS INVESTMENT MANAGEMENT CO LLC | 11 | 11 | 0.04% | 0.31% | 0.45% | Q2 2013 | Q4 2015 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.14% | 0.40% | 0.64% | Q1 2021 | Q3 2023 | 11 |
Peregrine Asset Advisers, Inc. | 4 | 1 | 0.09% | 1.29% | 2.96% | Q4 2014 | Q1 2022 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
MAIRS & POWER INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 11 |
Brookstone Capital Management | 4 | 1 | 0.00% | 0.15% | 0.48% | Q2 2015 | Q3 2023 | 11 |
Saiers Capital, LLC | 3 | 2 | 0.00% | 0.38% | 2.39% | Q2 2013 | Q1 2015 | 11 |
Assured Investment Management LLC | 3 | 1 | 0.00% | 0.04% | 0.21% | Q1 2015 | Q1 2019 | 11 |
Vivaldi Capital Management LP | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Euclid Advisors LLC | 9 | 2 | 0.04% | 0.22% | 0.36% | Q2 2013 | Q2 2016 | 11 |
DAVIDSON & GARRARD INC | 11 | 11 | 0.15% | 0.42% | 0.50% | Q2 2013 | Q4 2015 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Yellowstone Partners, LLC | 10 | 1 | 0.12% | 0.37% | 0.54% | Q4 2013 | Q3 2016 | 11 |
Zions Bancorporation | 9 | 1 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q1 2018 | 11 |
Douglass Winthrop Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Capital International Investors | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2022 | 11 |
IBERIABANK CORP | 11 | 11 | 0.13% | 0.30% | 0.52% | Q4 2012 | Q2 2015 | 11 |
Oak Asset Management, LLC | 5 | 2 | 0.08% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 11 |
KR CAPITAL ADVISORS INC | 11 | 11 | 0.69% | 1.53% | 3.85% | Q2 2013 | Q4 2015 | 11 |
BCWM, LLC | 6 | 5 | 0.66% | 1.38% | 1.98% | Q2 2013 | Q2 2016 | 11 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 3 | 0.00% | 0.15% | 0.51% | Q1 2015 | Q1 2018 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Stanley-Laman Group, Ltd. | 10 | 1 | 0.04% | 0.22% | 0.63% | Q4 2013 | Q1 2019 | 11 |
Allen Capital Group, LLC | 7 | 1 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 11 |
WADDELL & REED FINANCIAL INC | 8 | 1 | 0.00% | 0.32% | 1.21% | Q2 2013 | Q2 2019 | 11 |
RMB Capital Management, LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 11 |
Bigelow Investment Advisors, LLC | 11 | 11 | 0.12% | 0.32% | 0.43% | Q1 2018 | Q3 2020 | 11 |
Robinson Value Management, Ltd. | 8 | 1 | 0.87% | 1.28% | 1.92% | Q3 2018 | Q3 2022 | 11 |
PAYDEN & RYGEL | 11 | 11 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q2 2023 | 11 |
ATWOOD & PALMER INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 4 | 1 | 0.00% | 0.04% | 0.05% | Q3 2017 | Q3 2023 | 11 |
Wedgewood Partners | 11 | 11 | 0.03% | 3.37% | 4.90% | Q2 2013 | Q4 2015 | 11 |
Live Oak Private Wealth LLC | 6 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
NorthCoast Asset Management LLC | 4 | 1 | 0.03% | 0.14% | 0.64% | Q4 2015 | Q3 2021 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
COHEN & STEERS, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Empowered Funds, LLC | 8 | 3 | 0.02% | 0.70% | 1.04% | Q2 2018 | Q3 2023 | 11 |
First Trust Direct Indexing L.P. | 10 | 1 | 0.04% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 11 |
Westover Capital Advisors, LLC | 6 | 5 | 0.16% | 0.55% | 1.06% | Q1 2019 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 11 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.08% | 0.22% | Q1 2017 | Q3 2021 | 11 |
Colonial River Wealth Management, LLC | 8 | 3 | 0.16% | 0.27% | 0.41% | Q4 2020 | Q3 2023 | 11 |
RPG Investment Advisory, LLC | 8 | 3 | 0.01% | 0.23% | 1.09% | Q4 2015 | Q1 2019 | 11 |
Wilkinson Global Asset Management LLC | 11 | 11 | 0.02% | 0.32% | 1.78% | Q1 2021 | Q3 2023 | 11 |
Dynamic Capital Management Ltd | 3 | 1 | 0.05% | 0.28% | 0.64% | Q2 2013 | Q2 2018 | 11 |
HOWLAND CAPITAL MANAGEMENT LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
CARDEROCK CAPITAL MANAGEMENT INC | 10 | 1 | 0.02% | 1.11% | 1.39% | Q2 2013 | Q1 2023 | 11 |
Bray Capital Advisors | 7 | 4 | 0.03% | 0.19% | 0.71% | Q4 2014 | Q3 2023 | 11 |
Dakota Wealth Management | 7 | 1 | 0.02% | 0.11% | 0.30% | Q2 2018 | Q3 2023 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.16% | 0.50% | 0.68% | Q1 2020 | Q3 2022 | 11 |
Distillate Capital Partners LLC | 9 | 2 | 0.75% | 1.34% | 4.04% | Q4 2020 | Q3 2023 | 11 |
Gladstone Institutional Advisory LLC | 11 | 11 | 0.02% | 0.06% | 0.36% | Q1 2021 | Q3 2023 | 11 |
SIT INVESTMENT ASSOCIATES INC | 8 | 3 | 0.00% | 0.24% | 0.51% | Q2 2013 | Q4 2017 | 11 |
Maryland Capital Management | 11 | 11 | 1.44% | 2.04% | 2.46% | Q2 2013 | Q4 2015 | 11 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 1 | 0.83% | 1.02% | 1.19% | Q1 2021 | Q4 2023 | 11 |
Alambic Investment Management, L.P. | 6 | 1 | 0.04% | 0.42% | 0.97% | Q4 2016 | Q4 2019 | 11 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.02% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.10% | 0.21% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Grove Bank & Trust | 5 | 2 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q3 2023 | 11 |
OPUS INVESTMENT MANAGEMENT INC | 10 | 10 | 0.27% | 0.32% | 0.38% | Q3 2016 | Q4 2018 | 10 |
Allegis Investment Advisors, LLC | 10 | 10 | 0.09% | 0.27% | 0.51% | Q4 2015 | Q1 2018 | 10 |
Oliver Luxxe Assets LLC | 5 | 2 | 0.34% | 0.97% | 1.28% | Q1 2019 | Q3 2023 | 10 |
Laurel Wealth Advisors, Inc. | 6 | 4 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q4 2021 | 10 |
Accel Wealth Management | 10 | 10 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 10 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 10 | 10 | 1.73% | 2.55% | 2.94% | Q2 2013 | Q3 2015 | 10 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.00% | 0.08% | 0.27% | Q1 2017 | Q2 2023 | 10 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 3 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2018 | 10 |
American Research & Management Co. | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 10 |
Lion Street Advisors, LLC | 9 | 1 | 0.06% | 0.12% | 0.16% | Q1 2020 | Q3 2023 | 10 |
INDEPENDENT INVESTORS INC | 10 | 10 | 0.23% | 0.33% | 0.41% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 10 |
Hammer Asset Management, LLC | 10 | 10 | 1.60% | 2.53% | 3.41% | Q3 2018 | Q4 2020 | 10 |
JGP Wealth Management, LLC | 10 | 10 | 0.15% | 0.24% | 0.30% | Q2 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 10 | 10 | 0.12% | 0.19% | 0.30% | Q2 2017 | Q3 2019 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Hanson & Doremus Investment Management | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 10 |
DUALITY ADVISERS, LP | 8 | 1 | 0.06% | 0.27% | 0.50% | Q2 2019 | Q1 2022 | 10 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 10 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.03% | 0.51% | 1.42% | Q3 2014 | Q4 2022 | 10 |
CreativeOne Wealth, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Chicago Partners Investment Group LLC | 5 | 5 | 0.00% | 0.02% | 0.02% | Q3 2015 | Q3 2018 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.07% | 0.18% | 0.21% | Q2 2021 | Q3 2023 | 10 |
PREMIER ASSET MANAGEMENT LLC | 10 | 10 | 0.16% | 0.45% | 0.95% | Q3 2020 | Q4 2022 | 10 |
EMFO, LLC | 10 | 10 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 10 |
NFJ INVESTMENT GROUP, LLC | 10 | 10 | 0.24% | 0.51% | 0.94% | Q1 2021 | Q2 2023 | 10 |
INTRUST BANK NA | 10 | 10 | 0.10% | 0.26% | 0.40% | Q2 2013 | Q3 2015 | 10 |
GAM SYSTEMATIC LLP | 7 | 3 | 0.01% | 0.13% | 0.29% | Q1 2015 | Q3 2017 | 10 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 10 | 10 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2022 | 10 |
OAKMONT Corp | 7 | 3 | 0.00% | 0.19% | 0.79% | Q2 2013 | Q3 2023 | 10 |
Advisor OS, LLC | 10 | 10 | 0.04% | 0.17% | 0.32% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.07% | 0.24% | Q1 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
New Potomac Partners, LLC | 5 | 5 | 0.13% | 0.85% | 1.70% | Q4 2017 | Q3 2023 | 10 |
Avior Wealth Management, LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 10 |
MGO ONE SEVEN LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 10 |
Apriem Advisors | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2017 | 10 |
BURNS J W & CO INC/NY | 10 | 10 | 0.15% | 0.21% | 0.23% | Q2 2013 | Q3 2015 | 10 |
Cypress Capital, LLC | 5 | 1 | 0.14% | 0.65% | 1.38% | Q4 2018 | Q2 2022 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.23% | 0.31% | 0.38% | Q2 2013 | Q3 2015 | 10 |
Foundry Partners, LLC | 7 | 1 | 0.01% | 0.42% | 0.88% | Q4 2013 | Q1 2021 | 10 |
Blueshift Asset Management, LLC | 4 | 1 | 0.07% | 0.26% | 0.55% | Q1 2019 | Q3 2023 | 10 |
FIRST NIAGARA BANK | 10 | 10 | 0.10% | 0.13% | 0.15% | Q2 2013 | Q3 2015 | 10 |
CAMBRIDGE TRUST CO | 8 | 1 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2023 | 10 |
Geneva Partners, LLC | 5 | 1 | 0.39% | 1.29% | 2.07% | Q2 2016 | Q3 2023 | 10 |
NORTHSTAR WEALTH PARTNERS LLC | 8 | 2 | 0.10% | 0.17% | 0.40% | Q1 2018 | Q3 2020 | 10 |
Amundi | 10 | 10 | 0.06% | 0.13% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 6 | 2 | 0.00% | 0.14% | 0.58% | Q3 2015 | Q2 2019 | 10 |
Daiwa SB Investments Ltd. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Waldron Private Wealth LLC | 5 | 2 | 0.01% | 0.06% | 0.17% | Q4 2013 | Q3 2023 | 10 |
Cerity Partners LLC | 8 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 10 |
ATHERTON LANE ADVISERS, LLC | 10 | 10 | 0.02% | 1.38% | 1.72% | Q2 2013 | Q3 2015 | 10 |
Bell Bank | 9 | 1 | 0.03% | 0.33% | 0.62% | Q2 2013 | Q2 2022 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
MARCO INVESTMENT MANAGEMENT LLC | 6 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 10 |
Mariner Wealth Advisors-Cincinnati, LLC | 6 | 1 | 0.01% | 0.08% | 0.25% | Q4 2013 | Q3 2018 | 10 |
Pinkerton Retirement Specialists, LLC | 7 | 3 | 0.00% | 0.42% | 0.80% | Q2 2016 | Q3 2023 | 10 |
Selway Asset Management | 10 | 10 | 1.43% | 1.80% | 2.26% | Q2 2021 | Q3 2023 | 10 |
TRILLIUM ASSET MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.24% | 0.38% | Q2 2013 | Q3 2015 | 10 |
Waverly Advisors, LLC | 7 | 1 | 0.00% | 0.11% | 0.20% | Q3 2013 | Q3 2023 | 10 |
PFG Advisors | 10 | 10 | 0.09% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2018 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.04% | 0.45% | 0.70% | Q2 2013 | Q3 2015 | 10 |
Formidable Asset Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2015 | 10 |
Circle Wealth Management, LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q2 2021 | 10 |
CONDOR CAPITAL MANAGEMENT | 10 | 10 | 0.29% | 0.39% | 0.48% | Q2 2013 | Q3 2015 | 10 |
ELEMENT CAPITAL MANAGEMENT LLC | 6 | 1 | 0.08% | 0.54% | 2.97% | Q4 2015 | Q1 2022 | 10 |
Epoch Investment Partners, Inc. | 9 | 1 | 0.01% | 0.55% | 0.81% | Q4 2015 | Q3 2023 | 10 |
Apex Capital Management | 10 | 10 | 0.07% | 0.14% | 0.20% | Q2 2013 | Q3 2015 | 10 |
Bath Savings Trust Co | 10 | 10 | 0.10% | 0.17% | 0.23% | Q2 2013 | Q3 2015 | 10 |
WRIGHT INVESTORS SERVICE INC | 3 | 1 | 0.10% | 0.16% | 0.22% | Q4 2013 | Q4 2020 | 10 |
BRAVE ASSET MANAGEMENT INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q1 2017 | 10 |
Cascade Investment Advisors, Inc. | 6 | 1 | 0.62% | 1.03% | 1.38% | Q2 2016 | Q3 2023 | 10 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.27% | 0.51% | Q1 2017 | Q2 2023 | 10 |
First Capital Advisors Group, LLC. | 9 | 1 | 0.02% | 0.30% | 0.52% | Q4 2016 | Q2 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.09% | 0.51% | Q4 2020 | Q1 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 10 |
MIDWEST INVESTMENT MANAGEMENT LLC | 10 | 10 | 1.28% | 1.82% | 2.43% | Q2 2015 | Q3 2017 | 10 |
MANNING & NAPIER ADVISORS LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2017 | 10 |
Strategic Global Advisors, LLC | 7 | 3 | 0.04% | 0.16% | 0.38% | Q1 2018 | Q1 2021 | 10 |
CURIAN CAPITAL LLC | 10 | 10 | 0.09% | 0.14% | 0.21% | Q2 2013 | Q3 2015 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
MJP ASSOCIATES INC /ADV | 10 | 10 | 0.06% | 0.12% | 0.20% | Q1 2021 | Q2 2023 | 10 |
Absolute Return Capital, LLC | 10 | 10 | 0.08% | 0.23% | 0.37% | Q2 2013 | Q3 2015 | 10 |
Kalos Management, Inc. | 7 | 1 | 0.00% | 1.52% | 2.63% | Q4 2015 | Q4 2019 | 10 |
Apollon Wealth Management, LLC | 8 | 1 | 0.00% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 9 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 2 | 0.01% | 0.21% | 0.55% | Q4 2015 | Q4 2018 | 9 |
Quantinno Capital Management LP | 8 | 1 | 0.14% | 0.20% | 0.27% | Q3 2019 | Q3 2023 | 9 |
Raab & Moskowitz Asset Management LLC | 9 | 9 | 0.14% | 0.26% | 0.45% | Q1 2014 | Q1 2016 | 9 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 7 | 1 | 0.04% | 0.16% | 0.34% | Q3 2013 | Q2 2018 | 9 |
Marble Harbor Investment Counsel, LLC | 4 | 1 | 0.03% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 9 |
Cornerstone Advisors, LLC | 6 | 3 | 0.03% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 9 |
MYCIO WEALTH PARTNERS, LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q3 2016 | 9 |
Bridgecreek Investment Management, LLC | 9 | 9 | 0.22% | 0.80% | 1.05% | Q4 2013 | Q4 2015 | 9 |
C M BIDWELL & ASSOCIATES LTD | 4 | 1 | 0.05% | 0.35% | 0.92% | Q1 2016 | Q4 2022 | 9 |
Westchester Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
DENALI ADVISORS LLC | 6 | 3 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2022 | 9 |
MONEY CONCEPTS CAPITAL CORP | 8 | 1 | 0.04% | 0.11% | 0.19% | Q1 2021 | Q3 2023 | 9 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.01% | 0.13% | 0.34% | Q3 2014 | Q3 2019 | 9 |
MUFG Securities EMEA plc | 4 | 1 | 0.01% | 0.12% | 0.45% | Q4 2017 | Q2 2021 | 9 |
Pegasus Partners Ltd. | 9 | 9 | 0.09% | 0.28% | 0.40% | Q4 2017 | Q4 2019 | 9 |
JENNISON ASSOCIATES LLC | 3 | 1 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q2 2019 | 9 |
BECKER CAPITAL MANAGEMENT INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Edge Capital Group, LLC | 5 | 4 | 0.00% | 0.28% | 0.53% | Q4 2018 | Q1 2023 | 9 |
CORNERSTONE ADVISORS INC | 9 | 9 | 0.08% | 0.14% | 0.18% | Q1 2017 | Q1 2019 | 9 |
Rathbones Group PLC | 8 | 1 | 0.00% | 0.76% | 1.28% | Q2 2013 | Q1 2021 | 9 |
Cambridge Advisors Inc. | 9 | 9 | 0.16% | 0.22% | 0.27% | Q4 2014 | Q4 2016 | 9 |
Ziegler Capital Management, LLC | 8 | 1 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q4 2021 | 9 |
PUBLIC INVESTMENT FUND | 9 | 9 | 0.69% | 1.02% | 1.41% | Q3 2021 | Q3 2023 | 9 |
Nippon Life Global Investors Americas, Inc. | 9 | 9 | 0.42% | 0.55% | 0.66% | Q2 2013 | Q2 2015 | 9 |
Violich Capital Management, Inc. | 9 | 9 | 0.19% | 0.45% | 0.54% | Q1 2018 | Q1 2020 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.32% | 0.38% | 0.46% | Q3 2021 | Q3 2023 | 9 |
DAVIS-REA LTD. | 9 | 9 | 1.30% | 2.45% | 2.96% | Q3 2013 | Q3 2015 | 9 |
ZWEIG ADVISERS LLC | 8 | 1 | 1.26% | 1.65% | 1.91% | Q2 2013 | Q2 2016 | 9 |
OMERS ADMINISTRATION Corp | 4 | 1 | 0.01% | 0.05% | 0.09% | Q2 2017 | Q4 2019 | 9 |
Disciplined Investments, LLC | 6 | 3 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q2 2023 | 9 |
OCCUDO QUANTITATIVE STRATEGIES LP | 5 | 1 | 0.03% | 0.16% | 0.30% | Q4 2020 | Q3 2023 | 9 |
Murphy, Middleton, Hinkle & Parker, Inc. | 5 | 1 | 0.11% | 0.15% | 0.19% | Q4 2017 | Q2 2021 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.07% | 0.15% | 0.38% | Q2 2013 | Q2 2015 | 9 |
ABNER HERRMAN & BROCK LLC | 9 | 9 | 0.07% | 0.11% | 0.16% | Q3 2013 | Q3 2015 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 9 |
Airain ltd | 6 | 1 | 0.04% | 0.24% | 0.54% | Q2 2013 | Q4 2016 | 9 |
Concord Wealth Partners | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Numeric Investors LLC | 6 | 1 | 0.00% | 0.07% | 0.41% | Q3 2013 | Q4 2017 | 9 |
FLC Capital Advisors | 5 | 4 | 0.09% | 0.15% | 0.24% | Q4 2020 | Q2 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 9 | 9 | 0.06% | 0.96% | 1.27% | Q2 2013 | Q2 2015 | 9 |
Quantamental Technologies LLC | 4 | 1 | 0.00% | 0.32% | 0.85% | Q1 2019 | Q1 2023 | 9 |
Pine River Capital Management L.P. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.28% | 0.43% | Q2 2021 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 9 |
I.G. INVESTMENT MANAGEMENT, LTD. | 9 | 9 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q2 2015 | 9 |
REYNOLDS CAPITAL MANAGEMENT LLC | 9 | 9 | 0.19% | 0.27% | 0.36% | Q2 2013 | Q2 2015 | 9 |
Estate Counselors, LLC | 9 | 9 | 0.07% | 0.12% | 0.17% | Q1 2020 | Q1 2022 | 9 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 7 | 2 | 0.03% | 0.29% | 0.73% | Q3 2017 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.15% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Varma Mutual Pension Insurance Co | 3 | 1 | 0.07% | 0.13% | 0.26% | Q4 2017 | Q1 2023 | 9 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 9 |
AIA Group Ltd | 9 | 9 | 0.02% | 0.04% | 0.16% | Q1 2021 | Q1 2023 | 9 |
ISTHMUS PARTNERS, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 9 |
InTrack Investment Management Inc | 9 | 9 | 0.34% | 0.79% | 1.41% | Q3 2021 | Q3 2023 | 9 |
Tributary Capital Management, LLC | 9 | 9 | 0.13% | 0.46% | 0.79% | Q2 2013 | Q2 2015 | 9 |
Point72 Middle East FZE | 4 | 4 | 0.02% | 0.07% | 0.18% | Q4 2022 | Q3 2023 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.18% | 0.26% | 0.30% | Q3 2019 | Q3 2021 | 9 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 9 |
Antonetti Capital Management LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2010 | Q3 2022 | 9 |
Natixis Investment Managers International | 2 | 1 | 0.01% | 0.55% | 2.50% | Q4 2015 | Q2 2022 | 9 |
NVWM, LLC | 7 | 2 | 0.00% | 0.25% | 0.65% | Q4 2017 | Q2 2022 | 9 |
NEW AMSTERDAM PARTNERS LLC/NY | 7 | 2 | 0.04% | 0.27% | 0.82% | Q2 2013 | Q4 2015 | 9 |
Core Alternative Capital | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 9 |
Zhang Financial LLC | 5 | 4 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 9 |
Newman Dignan & Sheerar, Inc. | 9 | 9 | 0.03% | 0.29% | 0.51% | Q2 2013 | Q2 2015 | 9 |
Sand Hill Global Advisors, LLC | 8 | 1 | 0.06% | 0.41% | 0.49% | Q3 2013 | Q1 2017 | 9 |
CINCINNATI FINANCIAL CORP | 9 | 9 | 0.10% | 0.12% | 0.13% | Q3 2016 | Q3 2018 | 9 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Princeton Global Asset Management LLC | 5 | 3 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 8 |
Echo Street Capital Management LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 8 |
Western Wealth Management, LLC | 7 | 1 | 0.04% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 8 |
XML Financial, LLC | 5 | 3 | 0.38% | 0.44% | 0.50% | Q3 2021 | Q3 2023 | 8 |
Cairn Investment Group, Inc. | 8 | 8 | 0.90% | 1.20% | 1.42% | Q4 2019 | Q3 2021 | 8 |
SNS Financial Group, LLC | 5 | 2 | 0.25% | 0.36% | 0.48% | Q3 2017 | Q2 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
Shamrock Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 8 |
Kiwi Wealth Investments Limited Partnership | 4 | 1 | 0.22% | 0.32% | 0.49% | Q4 2016 | Q4 2021 | 8 |
J2 Capital Management Inc | 8 | 8 | 0.20% | 0.53% | 0.77% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
HAMEL ASSOCIATES, INC. | 6 | 2 | 0.09% | 0.54% | 0.83% | Q3 2018 | Q1 2023 | 8 |
Reilly Herbert Faulkner III | 8 | 8 | 2.15% | 2.62% | 3.00% | Q4 2013 | Q3 2015 | 8 |
UNITED BANK, INC. | 8 | 8 | 0.10% | 0.16% | 0.24% | Q2 2013 | Q1 2015 | 8 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.59% | 1.20% | Q4 2014 | Q4 2021 | 8 |
PATTEN & PATTEN INC/TN | 8 | 8 | 0.08% | 0.15% | 0.24% | Q1 2014 | Q4 2015 | 8 |
Virtus ETF Advisers LLC | 4 | 4 | 0.00% | 0.23% | 0.48% | Q4 2017 | Q3 2023 | 8 |
BEACH INVESTMENT COUNSEL INC/PA | 6 | 2 | 0.03% | 0.03% | 0.04% | Q1 2013 | Q4 2023 | 8 |
Advanced Asset Management Advisors Inc | 8 | 8 | 0.21% | 0.42% | 0.59% | Q4 2017 | Q3 2019 | 8 |
Motley Fool Wealth Management, LLC | 8 | 8 | 0.62% | 0.80% | 0.94% | Q4 2014 | Q3 2016 | 8 |
Grassi Investment Management | 6 | 2 | 0.03% | 0.12% | 0.29% | Q2 2014 | Q1 2023 | 8 |
FormulaFolio Investments, LLC | 4 | 1 | 0.00% | 0.02% | 0.10% | Q2 2017 | Q2 2021 | 8 |
FIRST NATIONAL BANK SIOUX FALLS | 8 | 8 | 0.22% | 0.31% | 0.40% | Q4 2021 | Q3 2023 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q1 2015 | 8 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.06% | 0.61% | 1.78% | Q4 2013 | Q3 2017 | 8 |
Alaska Permanent Fund Corp | 4 | 2 | 0.00% | 0.12% | 0.28% | Q1 2020 | Q3 2023 | 8 |
Swedbank | 7 | 1 | 0.08% | 0.48% | 0.79% | Q1 2014 | Q2 2016 | 8 |
Lyons Wealth Management, LLC. | 4 | 1 | 0.01% | 0.96% | 1.19% | Q2 2014 | Q1 2017 | 8 |
FORT, L.P. | 8 | 8 | 0.05% | 0.28% | 0.54% | Q2 2019 | Q1 2021 | 8 |
USA FINANCIAL FORMULAS | 3 | 1 | 0.00% | 0.63% | 1.78% | Q1 2015 | Q3 2023 | 8 |
MARK ASSET MANAGEMENT LP | 8 | 8 | 1.34% | 2.50% | 2.90% | Q3 2013 | Q2 2015 | 8 |
Reliant Investment Management, LLC | 7 | 1 | 1.91% | 2.11% | 2.39% | Q4 2013 | Q1 2023 | 8 |
Princeton Alpha Management LP | 6 | 2 | 0.08% | 0.19% | 0.40% | Q3 2014 | Q4 2016 | 8 |
BHF Kleinwort Benson Group S.A. | 8 | 8 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q2 2015 | 8 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2023 | 8 |
PINNACLE FINANCIAL PARTNERS INC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.08% | 0.11% | 0.14% | Q4 2014 | Q3 2016 | 8 |
Family Capital Trust Co | 8 | 8 | 0.02% | 0.39% | 1.05% | Q2 2013 | Q1 2015 | 8 |
TRILOGY GLOBAL ADVISORS LP | 8 | 8 | 0.47% | 0.97% | 1.48% | Q4 2013 | Q3 2015 | 8 |
CLINTON GROUP INC | 2 | 1 | 0.04% | 0.30% | 0.55% | Q4 2014 | Q2 2018 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Sciencast Management LP | 3 | 1 | 0.22% | 0.58% | 0.77% | Q1 2017 | Q2 2023 | 8 |
abrdn Investment Management Ltd | 8 | 8 | 0.13% | 0.65% | 1.18% | Q2 2013 | Q1 2015 | 8 |
BRADLEY FOSTER & SARGENT INC/CT | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
V Wealth Advisors LLC | 7 | 1 | 0.04% | 0.08% | 0.20% | Q2 2017 | Q3 2023 | 8 |
Ashburton (Jersey) Ltd | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 8 |
ALLEGHANY CORP /DE | 8 | 8 | 0.07% | 2.10% | 3.22% | Q2 2013 | Q1 2015 | 8 |
Mandatum Life Insurance Co Ltd | 3 | 1 | 0.06% | 0.14% | 0.37% | Q4 2015 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
ARGENT TRUST COMPANY, N.A. | 8 | 8 | 0.09% | 0.10% | 0.10% | Q3 2013 | Q2 2015 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.13% | 0.14% | 0.16% | Q2 2013 | Q1 2015 | 8 |
JD CAPITAL MANAGEMENT LLC | 3 | 2 | 0.04% | 0.46% | 1.76% | Q2 2013 | Q1 2015 | 8 |
ARGUS INVESTORS' COUNSEL, INC. | 8 | 8 | 0.35% | 0.63% | 0.98% | Q1 2021 | Q4 2022 | 8 |
Quantitative Systematic Strategies LLC | 5 | 1 | 0.09% | 0.22% | 0.44% | Q2 2014 | Q1 2019 | 8 |
Mosaic Family Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
NOESIS CAPITAL MANGEMENT CORP | 8 | 8 | 1.65% | 2.11% | 2.41% | Q4 2021 | Q3 2023 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.03% | 0.16% | 0.32% | Q4 2019 | Q3 2023 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 3 | 0.05% | 0.14% | 0.33% | Q3 2019 | Q2 2023 | 8 |
ATALANTA SOSNOFF CAPITAL, LLC | 7 | 1 | 0.01% | 1.34% | 2.11% | Q2 2014 | Q4 2021 | 8 |
LUMINUS MANAGEMENT LLC | 4 | 1 | 0.23% | 0.45% | 0.82% | Q2 2013 | Q3 2017 | 8 |
L2 Asset Management, LLC | 7 | 1 | 0.14% | 1.13% | 1.85% | Q4 2019 | Q4 2021 | 8 |
LMCG INVESTMENTS, LLC | 6 | 2 | 0.02% | 0.44% | 0.66% | Q2 2014 | Q3 2023 | 8 |
GENERAL ELECTRIC CO | 8 | 8 | 0.00% | 0.13% | 0.38% | Q2 2013 | Q1 2015 | 8 |
Nuveen Fund Advisors, LLC | 8 | 8 | 0.04% | 0.08% | 0.11% | Q2 2016 | Q1 2018 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.36% | 0.46% | 0.52% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Rikoon Group, LLC | 8 | 8 | 0.24% | 0.41% | 0.50% | Q2 2019 | Q1 2021 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.06% | 0.13% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q3 2021 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.25% | 0.69% | 0.90% | Q4 2021 | Q3 2023 | 8 |
ARGENT TRUST Co | 7 | 1 | 0.06% | 1.46% | 2.93% | Q4 2014 | Q4 2016 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TCM Advisors, LLC | 8 | 8 | 0.28% | 0.87% | 1.46% | Q4 2021 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.46% | 0.54% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.08% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.04% | 0.55% | 0.72% | Q4 2017 | Q3 2019 | 8 |
Gould Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.06% | 0.12% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.55% | 0.80% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Spears Abacus Advisors LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q2 2023 | 8 |
Lynch Asset Management, Inc. | 8 | 8 | 2.57% | 2.98% | 3.77% | Q4 2021 | Q3 2023 | 8 |
Eagle Bluffs Wealth Management LLC | 8 | 8 | 0.75% | 1.07% | 1.31% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.26% | 0.32% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.22% | 0.33% | 0.46% | Q4 2021 | Q3 2023 | 8 |
MHI Funds, LLC | 8 | 8 | 0.01% | 1.93% | 3.44% | Q2 2018 | Q1 2020 | 8 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.01% | 0.23% | 0.89% | Q1 2014 | Q3 2023 | 8 |
Evergreen Wealth Solutions, LLC | 8 | 8 | 0.26% | 0.46% | 0.64% | Q4 2021 | Q3 2023 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 0.20% | 0.27% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.55% | 0.70% | 0.84% | Q4 2021 | Q3 2023 | 8 |
BlackDiamond Wealth Management, LLC | 8 | 8 | 0.43% | 0.50% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.03% | 0.13% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
MainStreet Investment Advisors LLC | 4 | 1 | 0.02% | 0.18% | 0.29% | Q2 2020 | Q3 2023 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.26% | 0.40% | 0.47% | Q2 2013 | Q1 2015 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 1.04% | 1.32% | 1.59% | Q4 2021 | Q3 2023 | 8 |
Lifeworks Advisors, LLC | 8 | 8 | 0.46% | 0.76% | 0.93% | Q4 2021 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.17% | 0.28% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Sageworth Trust Co of South Dakota | 8 | 8 | 1.77% | 2.13% | 2.47% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Brown Advisory Securities, LLC | 5 | 1 | 0.04% | 0.05% | 0.09% | Q4 2017 | Q3 2021 | 8 |
Hoese & Co LLP | 8 | 8 | 0.13% | 0.23% | 0.37% | Q1 2021 | Q4 2022 | 8 |
Jump Financial, LLC | 4 | 1 | 0.01% | 0.03% | 0.09% | Q3 2020 | Q3 2023 | 8 |
KilterHowling LLC | 8 | 8 | 0.26% | 0.30% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.02% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 8 |
TAYLOR ASSET MANAGEMENT INC | 8 | 8 | 3.59% | 5.95% | 7.52% | Q2 2013 | Q1 2015 | 8 |
Wahed Invest LLC | 8 | 8 | 0.17% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.14% | 0.31% | 0.91% | Q2 2019 | Q1 2021 | 8 |
First Dallas Securities Inc. | 8 | 8 | 0.18% | 0.21% | 0.24% | Q2 2013 | Q1 2015 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q4 2017 | 8 |
LEWIS CAPITAL MANAGEMENT, LLC | 8 | 8 | 1.25% | 1.77% | 2.13% | Q4 2021 | Q3 2023 | 8 |
Arabesque Asset Management Ltd | 7 | 1 | 0.26% | 0.69% | 1.69% | Q2 2019 | Q4 2022 | 8 |
Aft, Forsyth & Sober, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2015 | 8 |
OXFORD ASSET MANAGEMENT LLP | 5 | 1 | 0.01% | 0.07% | 0.25% | Q1 2017 | Q4 2019 | 7 |
LAU ASSOCIATES LLC | 7 | 7 | 0.68% | 0.85% | 1.20% | Q4 2017 | Q2 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q2 2023 | 7 |
Colonial Trust Advisors | 5 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 7 |
Heartwood Wealth Advisors LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
BREMER TRUST NATIONAL ASSOCIATION | 6 | 1 | 0.01% | 0.24% | 0.32% | Q2 2013 | Q4 2018 | 7 |
Provident Investment Management, Inc. | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Cullen Capital Management, LLC | 5 | 2 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q4 2017 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.12% | 0.15% | 0.17% | Q2 2022 | Q4 2023 | 7 |
Cypress Wealth Services, LLC | 4 | 3 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q2 2021 | 7 |
Kingfisher Capital LLC | 6 | 1 | 0.00% | 0.46% | 0.60% | Q2 2013 | Q4 2015 | 7 |
Procyon Advisors, LLC | 4 | 3 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Donoghue Forlines LLC | 4 | 1 | 0.12% | 0.38% | 0.78% | Q2 2019 | Q4 2021 | 7 |
Crosspoint Capital Strategies, LLC | 4 | 1 | 0.00% | 0.48% | 2.58% | Q4 2013 | Q4 2022 | 7 |
PATRON PARTNERS, LLC | 7 | 7 | 0.23% | 0.32% | 0.35% | Q1 2022 | Q3 2023 | 7 |
SpiderRock Advisors, LLC | 3 | 3 | 0.00% | 0.07% | 0.37% | Q1 2017 | Q3 2017 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Ledge Wealth Management, Inc. | 7 | 7 | 0.80% | 0.89% | 0.96% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 7 |
DC Investments Management, LLC | 5 | 2 | 0.09% | 0.22% | 0.31% | Q2 2018 | Q2 2020 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
First Heartland Consultants, Inc. | 4 | 1 | 0.03% | 0.09% | 0.21% | Q2 2020 | Q3 2022 | 7 |
Landmark Bank | 7 | 7 | 0.46% | 1.09% | 1.37% | Q2 2018 | Q4 2019 | 7 |
TOBAM | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 7 |
CIM, LLC | 7 | 7 | 3.75% | 4.15% | 4.50% | Q3 2013 | Q1 2015 | 7 |
Schooner Investment Group, LLC. | 7 | 7 | 0.11% | 0.23% | 0.41% | Q4 2014 | Q2 2016 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WealthTrust Fairport, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Staton Financial Advisors, LLC | 7 | 7 | 0.49% | 1.79% | 2.33% | Q4 2015 | Q2 2017 | 7 |
Covington Investment Advisors Inc. | 7 | 7 | 1.31% | 1.45% | 1.60% | Q1 2014 | Q3 2015 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Kames Capital Management Ltd | 7 | 7 | 0.62% | 0.79% | 0.93% | Q2 2013 | Q4 2014 | 7 |
JFS WEALTH ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CIBC BANK USA | 7 | 7 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Krilogy Financial LLC | 5 | 2 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q4 2017 | 7 |
Cladis Investment Advisory, LLC | 5 | 2 | 0.20% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 7 |
CARILLON TOWER ADVISERS, INC. | 7 | 7 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q4 2020 | 7 |
Capital Bank & Trust Co | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 7 |
Garner Asset Management Corp | 7 | 7 | 0.23% | 0.29% | 0.39% | Q2 2017 | Q4 2018 | 7 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2021 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.17% | 0.38% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Wellington Shields Capital Management, LLC | 6 | 1 | 0.05% | 0.12% | 0.16% | Q3 2015 | Q1 2022 | 7 |
GENESEE VALLEY TRUST CO | 4 | 1 | 0.12% | 0.20% | 0.28% | Q3 2013 | Q1 2016 | 7 |
361 CAPITAL LLC | 7 | 7 | 0.10% | 0.60% | 1.52% | Q2 2017 | Q4 2018 | 7 |
HIGH POINT BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Ithaka Group | 7 | 7 | 2.29% | 2.49% | 2.72% | Q2 2013 | Q4 2014 | 7 |
WILLIAMS JONES & ASSOCIATES LLC | 7 | 7 | 0.01% | 0.18% | 0.55% | Q3 2013 | Q1 2015 | 7 |
Highstreet Asset Management Inc. | 7 | 7 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q4 2019 | 7 |
Windsor Financial Group, LLC | 4 | 1 | 0.10% | 0.14% | 0.18% | Q3 2014 | Q2 2017 | 7 |
Hirtle Callaghan & Co LLC | 6 | 1 | 0.01% | 0.45% | 0.74% | Q3 2013 | Q3 2016 | 7 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 7 | 7 | 0.35% | 0.55% | 0.90% | Q1 2015 | Q3 2016 | 7 |
ADVANCE CAPITAL I INC | 4 | 3 | 0.23% | 0.44% | 0.90% | Q2 2013 | Q4 2015 | 7 |
Tradition Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Socorro Asset Management LP | 7 | 7 | 3.16% | 3.83% | 4.40% | Q4 2020 | Q2 2022 | 7 |
Weiss Asset Management LP | 5 | 2 | 0.01% | 0.06% | 0.19% | Q1 2019 | Q2 2022 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
TCF National Bank | 7 | 7 | 0.18% | 0.23% | 0.33% | Q3 2019 | Q1 2021 | 7 |
Matrix Trust Co | 7 | 7 | 0.05% | 0.26% | 0.39% | Q1 2022 | Q3 2023 | 7 |
BOENNING & SCATTERGOOD, INC. | 5 | 2 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q4 2022 | 7 |
BTR CAPITAL MANAGEMENT INC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q2 2015 | 7 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 7 |
Silverleafe Capital Partners, LLC | 7 | 7 | 0.13% | 0.68% | 1.83% | Q4 2017 | Q2 2019 | 7 |
HENDLEY & CO INC | 7 | 7 | 0.15% | 0.27% | 0.87% | Q3 2020 | Q1 2022 | 7 |
CAPE ANN SAVINGS BANK | 7 | 7 | 0.36% | 0.48% | 0.55% | Q1 2022 | Q3 2023 | 7 |
ROOSEVELT INVESTMENT GROUP LLC | 7 | 7 | 0.02% | 0.07% | 0.08% | Q4 2018 | Q2 2020 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2018 | 7 |
Machina Capital S.A.S. | 2 | 1 | 0.15% | 0.82% | 2.85% | Q1 2019 | Q2 2023 | 7 |
CVA Family Office, LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 7 |
Wunderlich Capital Managemnt | 7 | 7 | 0.89% | 1.06% | 1.14% | Q1 2014 | Q3 2015 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.17% | 0.20% | 0.26% | Q2 2013 | Q4 2014 | 7 |
Zebra Capital Management LLC | 7 | 7 | 0.33% | 0.47% | 0.74% | Q3 2018 | Q1 2020 | 7 |
Li Winifred I | 7 | 7 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q4 2014 | 7 |
BANCED CORP | 3 | 1 | 0.30% | 0.43% | 0.55% | Q2 2013 | Q2 2016 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q3 2019 | 7 |
Visium Asset Management, LP | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q1 2016 | 7 |
TECTONIC ADVISORS LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Catalyst Capital Advisors LLC | 4 | 1 | 0.22% | 0.55% | 0.83% | Q2 2014 | Q1 2017 | 7 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 6 | 1 | 0.18% | 0.21% | 0.33% | Q1 2012 | Q1 2018 | 7 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4 | 3 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q3 2015 | 7 |
ASPIRIANT HOLDINGS S3, LLC | 7 | 7 | 0.82% | 1.45% | 1.65% | Q2 2013 | Q4 2014 | 7 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 7 | 7 | 0.52% | 0.75% | 0.94% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Holdings, LLC | 7 | 7 | 0.08% | 0.18% | 0.24% | Q3 2020 | Q1 2022 | 7 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 2 | 1 | 0.02% | 0.06% | 0.08% | Q3 2013 | Q2 2016 | 7 |
JAMISON EATON & WOOD INC /NJ | 7 | 7 | 0.43% | 0.49% | 0.55% | Q3 2013 | Q1 2015 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BENNETT LAWRENCE MANAGEMENT L L C/NY | 7 | 7 | 0.70% | 1.36% | 3.08% | Q2 2013 | Q4 2014 | 7 |
180 WEALTH ADVISORS, LLC | 4 | 1 | 0.08% | 0.14% | 0.21% | Q4 2017 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q4 2014 | 7 |
YorkBridge Wealth Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Cardinal Capital Management, Inc. | 7 | 7 | 0.00% | 1.17% | 1.53% | Q1 2022 | Q3 2023 | 7 |
SMITH, MOORE & CO. | 5 | 2 | 0.03% | 0.06% | 0.11% | Q3 2021 | Q3 2023 | 7 |
COLUMBUS CIRCLE INVESTORS | 3 | 1 | 0.30% | 0.63% | 0.75% | Q2 2013 | Q4 2020 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Capital Asset Advisory Services LLC | 4 | 1 | 0.02% | 0.26% | 0.34% | Q1 2016 | Q4 2020 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 7 |
Precision Wealth Strategies, LLC | 5 | 2 | 0.16% | 0.33% | 0.50% | Q4 2020 | Q4 2022 | 7 |
ACUITY INVESTMENT MANAGEMENT INC | 7 | 7 | 0.04% | 0.41% | 0.86% | Q2 2013 | Q4 2014 | 7 |
Ninety One SA (PTY) Ltd | 7 | 7 | 0.47% | 0.78% | 1.07% | Q3 2016 | Q1 2018 | 7 |
HERON FINANCIAL GROUP, LLC | 7 | 7 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q2 2023 | 7 |
VisionPoint Advisory Group, LLC | 4 | 1 | 0.04% | 0.57% | 1.22% | Q4 2018 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.04% | 0.13% | Q4 2021 | Q3 2023 | 7 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.29% | 0.41% | 0.68% | Q2 2014 | Q1 2019 | 7 |
Meridian Wealth Management, LLC | 3 | 1 | 0.01% | 0.09% | 0.38% | Q2 2019 | Q1 2023 | 7 |
TSFG, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 7 |
Alpha Paradigm Partners, LLC | 7 | 7 | 0.07% | 0.12% | 0.23% | Q2 2021 | Q4 2022 | 7 |
STRATEGIC WEALTH MANAGEMENT INC | 7 | 7 | 0.40% | 0.42% | 0.47% | Q2 2020 | Q4 2021 | 7 |
Strategic Blueprint, LLC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 7 |
HOMESTEAD ADVISERS CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
MIDAS MANAGEMENT CORP | 6 | 1 | 0.18% | 0.38% | 1.28% | Q4 2015 | Q2 2019 | 7 |
WEALTH EFFECTS LLC | 5 | 2 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Ruffer LLP | 7 | 7 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q4 2022 | 7 |
Ninety One North America, Inc. | 7 | 7 | 0.16% | 1.75% | 2.37% | Q3 2016 | Q1 2018 | 7 |
DT Investment Partners, LLC | 7 | 7 | 0.10% | 0.55% | 0.72% | Q3 2018 | Q1 2020 | 7 |
Richard C. Young & CO., LTD. | 7 | 7 | 0.72% | 0.97% | 1.13% | Q1 2022 | Q3 2023 | 7 |
CHURCHILL MANAGEMENT Corp | 3 | 2 | 0.05% | 0.26% | 0.47% | Q1 2014 | Q2 2019 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.05% | 0.06% | 0.09% | Q2 2019 | Q1 2021 | 7 |
Partnervest Advisory Services LLC | 5 | 1 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q4 2015 | 7 |
Fluent Financial, LLC | 7 | 7 | 0.99% | 1.07% | 1.17% | Q3 2019 | Q1 2021 | 7 |
RELIANCE TRUST CO OF DELAWARE | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q2 2016 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.23% | 0.29% | 0.40% | Q2 2013 | Q3 2014 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.01% | 0.13% | 0.23% | Q4 2014 | Q4 2022 | 6 |
HighTower Trust Company, N.A. | 3 | 1 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q1 2023 | 6 |
ARBOR TRUST WEALTH ADVISORS, LLC | 6 | 6 | 0.19% | 0.24% | 0.28% | Q2 2022 | Q3 2023 | 6 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 5 | 1 | 0.15% | 0.18% | 0.22% | Q4 2019 | Q2 2021 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.01% | 0.07% | 0.11% | Q1 2017 | Q3 2023 | 6 |
Smith Salley Wealth Management | 2 | 1 | 0.05% | 0.21% | 0.43% | Q2 2013 | Q1 2016 | 6 |
Nikko Asset Management Americas, Inc. | 5 | 1 | 0.09% | 0.14% | 0.19% | Q3 2016 | Q2 2018 | 6 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 4 | 2 | 0.34% | 0.59% | 0.89% | Q3 2014 | Q1 2019 | 6 |
PASTEL & ASSOCIES SA | 6 | 6 | 8.80% | 10.02% | 10.95% | Q2 2016 | Q3 2017 | 6 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.14% | 0.37% | Q3 2013 | Q2 2019 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.12% | 0.22% | Q2 2022 | Q3 2023 | 6 |
WINMILL & CO. INC | 6 | 6 | 1.19% | 1.61% | 1.98% | Q3 2019 | Q4 2020 | 6 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.21% | 0.60% | 1.15% | Q2 2013 | Q3 2017 | 6 |
Ally Financial Inc. | 6 | 6 | 0.22% | 0.32% | 0.45% | Q3 2021 | Q4 2022 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Willingdon Wealth Management | 5 | 1 | 0.00% | 1.22% | 1.49% | Q3 2014 | Q3 2019 | 6 |
Nicholas Investment Partners, LP | 4 | 2 | 0.06% | 0.12% | 0.24% | Q3 2013 | Q3 2017 | 6 |
Pekin Hardy Strauss, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q4 2021 | 6 |
REINHART PARTNERS, LLC. | 6 | 6 | 0.06% | 0.10% | 0.16% | Q1 2014 | Q2 2015 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2014 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.02% | 0.05% | 0.17% | Q2 2013 | Q3 2014 | 6 |
MMA ASSET MANAGEMENT LLC | 5 | 1 | 0.16% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 6 |
DAVIS R M INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2018 | 6 |
Fortis Advisors, LLC | 6 | 6 | 0.11% | 0.14% | 0.19% | Q4 2018 | Q1 2020 | 6 |
MOORE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.03% | 0.39% | 0.73% | Q4 2014 | Q3 2020 | 6 |
Mathes Company, Inc. | 6 | 6 | 0.24% | 1.22% | 2.57% | Q2 2013 | Q3 2014 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.03% | 0.28% | 0.89% | Q4 2020 | Q1 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.02% | 0.13% | 0.29% | Q3 2016 | Q4 2017 | 6 |
Polar Capital LLP | 6 | 6 | 0.36% | 0.57% | 0.70% | Q2 2013 | Q3 2014 | 6 |
LeJeune Puetz Investment Counsel LLC | 6 | 6 | 0.10% | 0.11% | 0.11% | Q4 2016 | Q1 2018 | 6 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.00% | 0.12% | 0.52% | Q3 2013 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.03% | 0.10% | 0.14% | Q1 2022 | Q2 2023 | 6 |
Summit Trail Advisors, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 6 |
TFO Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Holocene Advisors, LP | 4 | 2 | 0.01% | 0.96% | 1.92% | Q1 2018 | Q4 2019 | 6 |
Comprehensive Financial Consultants Institutional, Inc. | 5 | 1 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 6 |
Tyler-Stone Wealth Management | 4 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Forum Financial Management, LP | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Dana Investment Advisors, Inc. | 6 | 6 | 0.27% | 0.35% | 0.42% | Q3 2013 | Q4 2014 | 6 |
BARING ASSET MANAGEMENT Ltd | 6 | 6 | 0.43% | 0.62% | 0.72% | Q3 2014 | Q4 2015 | 6 |
TODD ASSET MANAGEMENT LLC | 5 | 1 | 0.40% | 0.66% | 0.86% | Q3 2019 | Q3 2023 | 6 |
Pearl River Capital, LLC | 2 | 1 | 0.10% | 0.34% | 0.62% | Q3 2019 | Q3 2022 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.04% | 0.04% | 0.05% | Q2 2017 | Q1 2019 | 6 |
MCIA Inc | 4 | 2 | 0.05% | 0.20% | 0.33% | Q2 2017 | Q4 2019 | 6 |
Gs Investments, Inc. | 6 | 6 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 6 |
Sandbar Asset Management LLP | 5 | 1 | 0.79% | 1.96% | 3.27% | Q3 2020 | Q1 2023 | 6 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.38% | 1.66% | Q4 2020 | Q1 2023 | 6 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.03% | 0.28% | 0.75% | Q4 2020 | Q1 2023 | 6 |
Wealth Advisory Solutions, LLC | 6 | 6 | 0.93% | 1.41% | 1.95% | Q1 2022 | Q2 2023 | 6 |
Zullo Investment Group, Inc. | 5 | 1 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q2 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Measured Wealth Private Client Group, LLC | 4 | 1 | 0.04% | 0.10% | 0.13% | Q3 2018 | Q3 2023 | 6 |
Sweet Financial Partners, LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q4 2023 | 6 |
EdgeRock Capital LLC | 6 | 6 | 0.16% | 0.17% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Aquatic Capital Management LLC | 4 | 2 | 0.01% | 0.12% | 0.37% | Q4 2021 | Q2 2023 | 6 |
State of Wyoming | 3 | 1 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q2 2023 | 6 |
Mattern Wealth Management LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Lodge Hill Capital, LLC | 2 | 1 | 2.04% | 4.24% | 6.23% | Q4 2014 | Q3 2017 | 6 |
Pinnacle Wealth Planning Services, Inc. | 5 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 6 |
Squar Milner Financial Services LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 6 |
Beacon Financial Advisory LLC | 6 | 6 | 0.28% | 0.35% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Neo Ivy Capital Management | 2 | 1 | 0.23% | 0.58% | 0.92% | Q1 2019 | Q4 2022 | 6 |
Malaga Cove Capital, LLC | 5 | 1 | 0.19% | 0.54% | 2.20% | Q4 2013 | Q3 2020 | 6 |
COLUMBIA CAPITAL LLC | 5 | 1 | 0.26% | 1.17% | 1.81% | Q2 2013 | Q4 2014 | 6 |
Private Ocean, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 6 |
Symphony Financial, Ltd. Co. | 4 | 2 | 0.14% | 0.35% | 0.62% | Q1 2021 | Q1 2023 | 6 |
DDD Partners, LLC | 6 | 6 | 1.94% | 2.57% | 2.91% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
RE Dickinson Investment Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.26% | 0.42% | 0.78% | Q1 2021 | Q2 2022 | 6 |
Arete Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q1 2023 | 6 |
Human Investing LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q1 2020 | 6 |
BOSTON FAMILY OFFICE LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q1 2015 | 6 |
HighVista Strategies LLC | 3 | 1 | 0.07% | 0.14% | 0.25% | Q3 2016 | Q2 2019 | 6 |
Newbridge Financial Services Group, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 6 |
SAMLYN CAPITAL, LLC | 2 | 2 | 0.01% | 0.21% | 0.56% | Q2 2017 | Q3 2021 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2019 | 6 |
M Holdings Securities, Inc. | 5 | 1 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q1 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.00% | 0.22% | 0.46% | Q2 2021 | Q3 2022 | 6 |
M&G INVESTMENT MANAGEMENT LTD | 4 | 2 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2021 | 6 |
Heartland Bank & Trust Co | 4 | 2 | 0.41% | 0.50% | 0.71% | Q4 2020 | Q3 2023 | 6 |
CCM INVESTMENT ADVISERS LLC | 6 | 6 | 0.32% | 1.34% | 1.86% | Q3 2014 | Q4 2015 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 1.22% | 1.41% | 1.53% | Q2 2022 | Q3 2023 | 6 |
Jolley Asset Management, LLC | 3 | 1 | 0.04% | 1.02% | 2.91% | Q4 2015 | Q4 2018 | 6 |
MEITAV INVESTMENT HOUSE LTD | 6 | 6 | 0.08% | 0.14% | 0.21% | Q3 2020 | Q4 2021 | 6 |
Knowledge Leaders Capital, LLC | 4 | 2 | 0.50% | 0.75% | 0.91% | Q3 2020 | Q4 2022 | 6 |
GRATRY & Co LLC | 5 | 1 | 0.14% | 0.22% | 0.28% | Q2 2013 | Q4 2014 | 6 |
Wealth Alliance | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Ethic Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
SeaTown Holdings Pte. Ltd. | 3 | 1 | 0.21% | 0.82% | 1.16% | Q1 2019 | Q3 2022 | 6 |
ETF MANAGERS GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
DAVIDSON TRUST CO | 4 | 2 | 0.20% | 0.23% | 0.28% | Q3 2021 | Q3 2023 | 6 |
Kepos Capital LP | 2 | 1 | 0.01% | 0.18% | 0.55% | Q3 2017 | Q3 2023 | 6 |
Ellevest, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
DOWLING & YAHNKE LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
NEXT CENTURY GROWTH INVESTORS LLC | 6 | 6 | 0.01% | 0.16% | 0.34% | Q4 2013 | Q1 2015 | 6 |
ASSET PLANNING SERVICES INC /LA/ /ADV | 6 | 6 | 2.48% | 3.00% | 3.32% | Q3 2020 | Q4 2021 | 6 |
Crystal Rock Capital Management | 6 | 6 | 0.44% | 1.83% | 2.93% | Q1 2016 | Q2 2017 | 6 |
COOKSON PEIRCE & CO INC | 4 | 2 | 0.03% | 0.48% | 1.10% | Q3 2020 | Q1 2023 | 6 |
CAMBIAR INVESTORS LLC | 6 | 6 | 0.01% | 0.55% | 0.91% | Q3 2018 | Q4 2019 | 6 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 6 |
Wood Investment Counsel LLC | 6 | 6 | 2.49% | 2.87% | 3.15% | Q2 2013 | Q3 2014 | 6 |
Power Corp of Canada | 5 | 1 | 0.26% | 0.64% | 0.89% | Q1 2022 | Q3 2023 | 6 |
LGT CAPITAL PARTNERS LTD. | 6 | 6 | 1.67% | 1.84% | 2.00% | Q2 2014 | Q3 2015 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
EAGLE ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Homrich & Berg | 5 | 1 | 0.02% | 0.04% | 0.09% | Q3 2014 | Q1 2020 | 6 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 5 | 1 | 1.35% | 1.68% | 2.01% | Q4 2014 | Q1 2022 | 6 |
Invictus RG | 6 | 6 | 0.02% | 0.14% | 0.33% | Q2 2016 | Q3 2017 | 6 |
Asset Allocation & Management Company, LLC | 6 | 6 | 0.35% | 0.37% | 0.40% | Q4 2021 | Q1 2023 | 6 |
Lebenthal Global Advisors, LLC | 5 | 1 | 0.12% | 0.15% | 0.17% | Q1 2021 | Q4 2022 | 6 |
Cardan Capital Partners, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
VERUS CAPITAL PARTNERS, LLC | 4 | 2 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 6 |
STONERIDGE INVESTMENT PARTNERS LLC | 3 | 3 | 0.04% | 0.34% | 1.00% | Q4 2015 | Q3 2018 | 6 |
PRIMECAP MANAGEMENT CO/CA/ | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
CANANDAIGUA NATIONAL CORP | 5 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2022 | 6 |
BKS ADVISORS, LLC | 5 | 1 | 0.07% | 0.08% | 0.10% | Q3 2016 | Q3 2018 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q1 2020 | 6 |
Origin Asset Management LLP | 4 | 2 | 0.26% | 0.55% | 0.90% | Q2 2014 | Q3 2019 | 6 |
SEI TRUST CO | 6 | 6 | 0.11% | 0.17% | 0.24% | Q2 2013 | Q3 2014 | 6 |
CWA Asset Management Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q1 2023 | 6 |
Santa Fe Partners LLC | 4 | 1 | 0.12% | 0.36% | 0.51% | Q3 2013 | Q4 2014 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PEOPLES BANK /OH | 3 | 2 | 0.11% | 0.14% | 0.17% | Q1 2021 | Q2 2022 | 5 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 5 | 5 | 0.93% | 1.13% | 1.29% | Q1 2017 | Q1 2018 | 5 |
WEALTHSOURCE PARTNERS, LLC | 3 | 2 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 5 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 1 | 0.05% | 0.11% | 0.17% | Q2 2015 | Q3 2021 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Royal Fund Management, LLC | 2 | 1 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q1 2022 | 5 |
All Terrain Financial Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q2 2014 | 5 |
Sequoia Financial Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Counsel Portfolio Services Inc. | 5 | 5 | 0.02% | 0.15% | 0.43% | Q2 2013 | Q2 2014 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q1 2023 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2018 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Clal Insurance Enterprises Holdings Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 5 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2018 | 5 |
McNamara Financial Services, Inc. | 5 | 5 | 0.26% | 1.43% | 1.89% | Q4 2014 | Q4 2015 | 5 |
BROOKTREE CAPITAL MANAGEMENT | 3 | 2 | 0.14% | 0.35% | 0.53% | Q4 2019 | Q2 2021 | 5 |
Eagle Bay Advisors LLC | 3 | 2 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q3 2022 | 5 |
QUEST INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.15% | 0.54% | 0.66% | Q2 2014 | Q4 2015 | 5 |
NEW YORK LIFE TRUST CO | 2 | 1 | 0.01% | 0.04% | 0.09% | Q1 2014 | Q4 2016 | 5 |
WASHINGTON CAPITAL MANAGEMENT, INC | 5 | 5 | 0.47% | 0.52% | 0.59% | Q1 2022 | Q1 2023 | 5 |
BOYS ARNOLD & CO INC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q1 2018 | 5 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 1 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2014 | 5 |
BRIDGES INVESTMENT MANAGEMENT INC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.02% | 0.07% | 0.24% | Q4 2015 | Q4 2019 | 5 |
Impala Asset Management LLC | 3 | 1 | 0.81% | 1.92% | 2.75% | Q3 2013 | Q2 2021 | 5 |
Arlington Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 5 |
D. SCOTT NEAL, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
NewFocus Financial Group, LLC | 5 | 5 | 0.10% | 0.25% | 0.40% | Q4 2019 | Q4 2020 | 5 |
Strategic Capital Alternatives LLC | 5 | 5 | 0.37% | 0.73% | 1.17% | Q3 2014 | Q3 2015 | 5 |
Financial Sense Advisors, Inc. | 5 | 5 | 0.96% | 1.45% | 1.97% | Q2 2013 | Q2 2014 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Karp Capital Management Corp | 4 | 1 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q1 2017 | 5 |
LFA - Lugano Financial Advisors SA | 5 | 5 | 0.12% | 0.15% | 0.18% | Q4 2019 | Q4 2020 | 5 |
Fulcrum Equity Management | 3 | 2 | 0.08% | 0.10% | 0.17% | Q4 2018 | Q3 2021 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
UNITED BANK | 4 | 1 | 0.03% | 0.84% | 1.48% | Q1 2021 | Q3 2023 | 5 |
RiverFront Investment Group, LLC | 3 | 2 | 0.00% | 0.36% | 0.99% | Q4 2011 | Q2 2021 | 5 |
WESPAC Advisors, LLC | 5 | 5 | 0.46% | 0.47% | 0.49% | Q4 2016 | Q4 2017 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 5 |
SkyView Investment Advisors, LLC | 3 | 2 | 0.00% | 0.14% | 0.36% | Q4 2021 | Q3 2023 | 5 |
GREENWOOD CAPITAL ASSOCIATES LLC | 5 | 5 | 0.79% | 1.07% | 1.53% | Q3 2013 | Q3 2014 | 5 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.23% | 0.42% | 0.59% | Q4 2019 | Q2 2021 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AMERICAN ASSET MANAGEMENT INC. | 5 | 5 | 0.18% | 0.23% | 0.30% | Q4 2018 | Q4 2019 | 5 |
Integrated Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 5 |
Braun-Bostich & Associates Inc. | 5 | 5 | 0.01% | 0.24% | 0.55% | Q4 2017 | Q4 2018 | 5 |
HONEYWELL INTERNATIONAL INC | 5 | 5 | 0.36% | 0.38% | 0.41% | Q2 2013 | Q2 2014 | 5 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.01% | 0.24% | 0.40% | Q4 2019 | Q4 2022 | 5 |
CFS, LLC | 5 | 5 | 0.51% | 0.60% | 0.66% | Q2 2013 | Q2 2014 | 5 |
FIRST FOUNDATION ADVISORS | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Man Investments Ltd | 5 | 5 | 0.06% | 0.19% | 0.27% | Q2 2013 | Q2 2014 | 5 |
Insight Advisors, LLC/ PA | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2022 | 5 |
LILLEY & CO | 5 | 5 | 0.43% | 0.54% | 0.63% | Q2 2013 | Q2 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
West Financial Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Galvin, Gaustad & Stein, LLC | 5 | 5 | 0.15% | 0.20% | 0.23% | Q4 2020 | Q4 2021 | 5 |
ADVISORY RESEARCH INC | 4 | 1 | 0.00% | 0.66% | 1.42% | Q1 2014 | Q2 2021 | 5 |
Markel Corporation | 5 | 5 | 0.07% | 0.10% | 0.12% | Q3 2015 | Q3 2016 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q2 2022 | 5 |
Americana Partners, LLC | 2 | 1 | 0.00% | 0.07% | 0.13% | Q4 2019 | Q2 2023 | 5 |
LAKE STREET PRIVATE WEALTH, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
High Falls Advisors, Inc | 5 | 5 | 0.13% | 0.20% | 0.24% | Q2 2017 | Q2 2018 | 5 |
United Capital Management of KS, Inc. | 5 | 5 | 0.91% | 1.02% | 1.15% | Q2 2020 | Q2 2021 | 5 |
Swaine & Leidel Wealth Services, LLC | 5 | 5 | 2.05% | 2.41% | 2.65% | Q4 2018 | Q4 2019 | 5 |
Ten Capital Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q2 2023 | 5 |
Pacifica Partners Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Bluefin Trading, LLC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q1 2017 | 5 |
LCNB CORP | 5 | 5 | 0.11% | 0.12% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Petrus Trust Company, LTA | 5 | 5 | 0.03% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
TigerShark Management, LLC | 5 | 5 | 0.00% | 0.63% | 0.84% | Q1 2014 | Q1 2015 | 5 |
Joule Financial, LLC | 5 | 5 | 0.21% | 0.35% | 0.42% | Q3 2022 | Q3 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
MTM Investment Management, LLC | 4 | 1 | 0.10% | 0.14% | 0.18% | Q4 2021 | Q1 2023 | 5 |
PATTON FUND MANAGEMENT, INC. | 2 | 1 | 0.32% | 0.91% | 1.23% | Q3 2019 | Q3 2023 | 5 |
ACCESS FINANCIAL SERVICES, INC. | 3 | 2 | 0.43% | 0.77% | 1.11% | Q1 2018 | Q3 2021 | 5 |
LA FINANCIERE DE L'ECHIQUIER | 5 | 5 | 0.13% | 1.64% | 2.55% | Q4 2020 | Q4 2021 | 5 |
MAZAMA CAPITAL MANAGEMENT INC | 5 | 5 | 0.24% | 0.83% | 1.50% | Q4 2013 | Q4 2014 | 5 |
Summit Global Investments | 4 | 1 | 0.03% | 0.79% | 1.29% | Q4 2018 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q2 2014 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.19% | 0.23% | 0.26% | Q2 2018 | Q2 2019 | 5 |
Matarin Capital Management, LLC | 3 | 2 | 0.18% | 0.23% | 0.28% | Q2 2013 | Q3 2014 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.09% | 0.23% | 0.38% | Q2 2016 | Q2 2017 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.09% | 0.20% | 0.34% | Q3 2021 | Q3 2023 | 5 |
Axiom Investment Management LLC | 3 | 1 | 0.07% | 0.20% | 0.41% | Q4 2018 | Q2 2020 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2021 | 5 |
Alpha Cubed Investments, LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q2 2022 | 5 |
JT Stratford LLC | 4 | 1 | 0.08% | 0.11% | 0.14% | Q3 2019 | Q1 2022 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.08% | 0.15% | Q4 2017 | Q4 2019 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.45% | 0.61% | 0.79% | Q2 2013 | Q2 2014 | 5 |
Foster Victor Wealth Advisors, LLC | 5 | 5 | 0.37% | 0.48% | 0.56% | Q3 2022 | Q3 2023 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
UBP Investment Advisors SA | 5 | 5 | 0.11% | 0.38% | 0.47% | Q2 2021 | Q2 2022 | 5 |
FDO Partners, LLC | 2 | 1 | 0.42% | 0.79% | 1.16% | Q4 2015 | Q4 2017 | 5 |
Argentus Capital Management, LLC | 3 | 2 | 0.07% | 0.24% | 0.51% | Q3 2014 | Q3 2016 | 5 |
Genesee Capital Advisors, LLC | 3 | 2 | 0.34% | 0.45% | 0.54% | Q4 2020 | Q1 2022 | 5 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 5 | 0.03% | 0.19% | 0.42% | Q4 2020 | Q4 2021 | 5 |
FORA Capital, LLC | 3 | 1 | 0.01% | 0.17% | 0.25% | Q4 2019 | Q3 2022 | 5 |
EXCELSIA, INC. | 5 | 5 | 1.84% | 3.31% | 4.01% | Q2 2013 | Q2 2014 | 5 |
Odey Asset Management Group Ltd | 4 | 4 | 0.18% | 0.43% | 0.84% | Q1 2014 | Q4 2014 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q4 2023 | 5 |
B & T Capital Management DBA Alpha Capital Management | 5 | 5 | 0.60% | 0.65% | 0.75% | Q4 2016 | Q4 2017 | 5 |
Anchor Bolt Capital, LP | 5 | 5 | 0.51% | 0.91% | 1.25% | Q1 2014 | Q1 2015 | 5 |
Tillar-Wenstrup Advisors, LLC | 5 | 5 | 1.64% | 1.89% | 2.13% | Q3 2014 | Q3 2015 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 5 |
NovaPoint Capital, LLC | 5 | 5 | 0.11% | 0.85% | 1.11% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q3 2023 | 5 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Eagle Capital Management, LLC | 5 | 5 | 0.94% | 1.09% | 1.23% | Q4 2020 | Q4 2021 | 5 |
Global Trust Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
RAINIER INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.35% | 0.70% | 0.99% | Q2 2013 | Q1 2016 | 5 |
Aaron Wealth Advisors LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 2 | 1 | 0.10% | 0.13% | 0.19% | Q2 2013 | Q4 2014 | 5 |
Gyrus Investment Management Inc. | 5 | 5 | 0.56% | 0.81% | 1.18% | Q1 2014 | Q1 2015 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.06% | 0.66% | 2.36% | Q1 2019 | Q1 2023 | 5 |
Disciplina Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Whitegate Investment Counselors, Inc. | 4 | 1 | 0.03% | 0.20% | 0.87% | Q1 2014 | Q3 2021 | 5 |
Buckley Wealth Management, LLC | 2 | 1 | 0.09% | 0.11% | 0.12% | Q1 2020 | Q2 2023 | 5 |
ALGERT GLOBAL LLC | 4 | 1 | 0.50% | 0.73% | 0.93% | Q1 2018 | Q2 2019 | 5 |
Shellback Capital, LP | 3 | 2 | 0.40% | 1.27% | 2.00% | Q1 2017 | Q2 2021 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 5 |
AXS Investments LLC | 4 | 1 | 0.03% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 5 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 5 |
ARGI Investment Services, LLC | 5 | 5 | 0.13% | 0.21% | 0.26% | Q4 2015 | Q4 2016 | 5 |
VALICENTI ADVISORY SERVICES INC | 5 | 5 | 1.57% | 2.42% | 2.95% | Q3 2014 | Q3 2015 | 5 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4 | 1 | 0.00% | 0.05% | 0.10% | Q3 2013 | Q4 2014 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.28% | 0.36% | 0.39% | Q3 2022 | Q3 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q2 2015 | Q2 2016 | 5 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 3 | 2 | 0.43% | 1.06% | 1.60% | Q2 2013 | Q2 2016 | 5 |
JB Capital LLC | 4 | 1 | 0.02% | 0.06% | 0.08% | Q3 2021 | Q2 2023 | 5 |
Transform Wealth, LLC | 5 | 5 | 0.69% | 0.76% | 0.84% | Q3 2022 | Q3 2023 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.09% | 0.21% | Q3 2019 | Q2 2022 | 5 |
Applied Finance Capital Management, LLC | 4 | 4 | 1.51% | 1.59% | 1.68% | Q4 2022 | Q3 2023 | 4 |
Princeton Portfolio Strategies Group LLC | 4 | 4 | 0.09% | 0.21% | 0.27% | Q2 2014 | Q1 2015 | 4 |
Baring International Investment Ltd | 2 | 2 | 0.78% | 1.01% | 1.21% | Q2 2013 | Q2 2014 | 4 |
Matterhorn Capital Management, LLC | 4 | 4 | 1.35% | 1.47% | 1.61% | Q3 2014 | Q2 2015 | 4 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q2 2022 | 4 |
Verity Asset Management, Inc. | 4 | 4 | 0.29% | 0.34% | 0.36% | Q2 2019 | Q1 2020 | 4 |
Parkwood LLC | 2 | 1 | 0.03% | 0.07% | 0.16% | Q4 2015 | Q4 2017 | 4 |
Tortoise Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 4 |
Baader Bank Aktiengesellschaft | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q2 2023 | 4 |
BTC Capital Management, Inc. | 4 | 4 | 0.15% | 0.21% | 0.28% | Q1 2021 | Q4 2021 | 4 |
Quadrant Capital Management, LLC | 4 | 4 | 0.71% | 0.83% | 0.95% | Q1 2019 | Q4 2019 | 4 |
British Airways Pensions Investment Management Ltd | 2 | 2 | 0.58% | 0.69% | 0.85% | Q2 2017 | Q3 2020 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Schwab Charitable Fund | 4 | 4 | 0.10% | 0.67% | 1.10% | Q3 2020 | Q2 2021 | 4 |
TLP GROUP LLC | 1 | 1 | 0.04% | 0.18% | 0.26% | Q4 2015 | Q3 2018 | 4 |
Teamwork Financial Advisors, LLC | 4 | 4 | 0.05% | 0.22% | 0.60% | Q1 2022 | Q4 2022 | 4 |
NorthRock Partners, LLC | 2 | 2 | 0.03% | 0.04% | 0.08% | Q3 2019 | Q4 2022 | 4 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.01% | 0.05% | 0.14% | Q1 2016 | Q2 2017 | 4 |
Centre Asset Management, LLC | 2 | 1 | 0.05% | 0.74% | 1.64% | Q3 2014 | Q3 2021 | 4 |
Farmers National Bank | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2021 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q2 2016 | 4 |
Optimal Asset Management, Inc. | 4 | 4 | 0.03% | 0.10% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.04% | 0.07% | 0.13% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
TD Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2019 | 4 |
Douglas Lane & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Chiron Investment Management, LLC | 2 | 1 | 0.94% | 2.88% | 4.22% | Q3 2020 | Q1 2023 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.06% | 0.08% | 0.08% | Q3 2017 | Q2 2018 | 4 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.01% | 0.12% | 0.35% | Q3 2014 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q1 2014 | 4 |
Benson Investment Management Company, Inc. | 2 | 2 | 1.77% | 2.00% | 2.19% | Q3 2018 | Q3 2021 | 4 |
Reynders McVeigh Capital Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 4 |
Calamos Wealth Management LLC | 4 | 4 | 0.58% | 0.87% | 0.98% | Q2 2014 | Q1 2015 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.04% | 0.09% | 0.19% | Q2 2013 | Q1 2014 | 4 |
PFM Health Sciences, LP | 4 | 4 | 1.48% | 3.76% | 5.65% | Q1 2013 | Q4 2013 | 4 |
CEDAR HILL ASSOCIATES, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2017 | Q2 2018 | 4 |
Global Financial Private Capital, Inc | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2019 | 4 |
Investors Capital Advisory Services | 4 | 4 | 0.05% | 0.06% | 0.06% | Q3 2015 | Q2 2016 | 4 |
Smead Capital Management, Inc. | 4 | 4 | 1.03% | 1.07% | 1.10% | Q1 2019 | Q4 2019 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.29% | 0.64% | Q1 2019 | Q4 2020 | 4 |
Centenus Global Management, LP | 4 | 4 | 0.34% | 0.55% | 0.72% | Q4 2018 | Q3 2019 | 4 |
Perella Weinberg Partners Capital Management LP | 3 | 1 | 0.04% | 0.15% | 0.38% | Q1 2017 | Q1 2018 | 4 |
Kovack Advisors, Inc. | 3 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.69% | 1.18% | 1.59% | Q4 2022 | Q3 2023 | 4 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.04% | 0.09% | 0.21% | Q1 2019 | Q3 2019 | 4 |
DIALECTIC CAPITAL MANAGEMENT, LP | 3 | 1 | 1.05% | 2.03% | 2.95% | Q3 2013 | Q4 2015 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.10% | 0.22% | 0.40% | Q4 2022 | Q3 2023 | 4 |
BRYN MAWR CAPITAL MANAGEMENT INC | 3 | 1 | 0.04% | 0.06% | 0.08% | Q2 2014 | Q3 2015 | 4 |
TradeLink Global Equity LLC | 3 | 1 | 0.09% | 0.51% | 1.59% | Q2 2013 | Q4 2014 | 4 |
South Street Advisors LLC | 4 | 4 | 0.95% | 2.01% | 3.16% | Q3 2017 | Q2 2018 | 4 |
WELD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.07% | 0.22% | 0.32% | Q4 2018 | Q1 2021 | 4 |
Nachman Norwood & Parrott, Inc | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Canton Hathaway, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Crow Point Partners, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q2 2017 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Stanford Investment Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Personal Wealth Partners | 3 | 1 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q2 2021 | 4 |
MIROVA | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Inscription Capital, LLC | 1 | 1 | 0.01% | 0.13% | 0.24% | Q4 2018 | Q2 2022 | 4 |
Qtron Investments LLC | 2 | 2 | 0.19% | 0.24% | 0.36% | Q2 2019 | Q3 2020 | 4 |
Hillsdale Investment Management Inc. | 4 | 4 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2019 | 4 |
Legacy Trust | 4 | 4 | 1.22% | 1.26% | 1.34% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
WADDELL & ASSOCIATES, LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2023 | 4 |
Delek Group, Ltd. | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2018 | 4 |
OneAscent Financial Services LLC | 3 | 1 | 0.31% | 0.36% | 0.42% | Q2 2019 | Q2 2020 | 4 |
Gyon Technologies Capital Management, LP | 3 | 1 | 0.07% | 0.42% | 1.19% | Q3 2020 | Q4 2022 | 4 |
Stonehage Fleming (UK) Ltd | 4 | 4 | 0.23% | 0.30% | 0.36% | Q1 2015 | Q4 2015 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
DENVER INVESTMENT ADVISORS LLC | 4 | 4 | 0.08% | 0.14% | 0.20% | Q3 2013 | Q2 2014 | 4 |
Blueprint Investment Partners LLC | 4 | 4 | 0.20% | 0.21% | 0.23% | Q3 2020 | Q2 2021 | 4 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 4 | 4 | 0.26% | 0.32% | 0.35% | Q4 2014 | Q3 2015 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Beaumont Financial Partners, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
Parcion Private Wealth LLC | 4 | 4 | 0.25% | 0.29% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Matthew 25 Management Corp | 4 | 4 | 0.78% | 1.54% | 1.88% | Q3 2018 | Q2 2019 | 4 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 4 | 4 | 0.04% | 1.01% | 1.63% | Q4 2014 | Q3 2015 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2021 | 4 |
BALLAST ADVISORS LLC | 4 | 4 | 0.08% | 0.13% | 0.24% | Q4 2022 | Q3 2023 | 4 |
IMS Capital Management | 3 | 1 | 0.04% | 0.70% | 1.13% | Q2 2013 | Q3 2018 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 4 | 1.15% | 1.28% | 1.35% | Q4 2014 | Q3 2015 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.03% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Intrua Financial, LLC | 4 | 4 | 0.12% | 0.24% | 0.34% | Q1 2022 | Q4 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Polar Capital Holdings Plc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
OSTERWEIS CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 4 |
WAYCROSS PARTNERS, LLC | 4 | 4 | 0.22% | 0.43% | 0.73% | Q3 2022 | Q2 2023 | 4 |
Orion Capital Management LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
NEW ENGLAND ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.03% | 0.10% | Q2 2021 | Q2 2022 | 4 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
Innovative Portfolios | 4 | 4 | 0.72% | 0.76% | 0.80% | Q1 2021 | Q4 2021 | 4 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 4 | 4 | 0.24% | 0.27% | 0.29% | Q3 2022 | Q2 2023 | 4 |
Lloyd Park, LLC | 4 | 4 | 0.61% | 1.02% | 1.28% | Q4 2021 | Q3 2022 | 4 |
Enhancing Capital LLC | 4 | 4 | 0.95% | 1.47% | 1.85% | Q4 2021 | Q3 2022 | 4 |
Cyrus J. Lawrence, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Redwood Financial Network Corp | 4 | 4 | 0.21% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Eisler Capital (US) LLC | 2 | 2 | 0.02% | 0.13% | 0.30% | Q2 2023 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 0.30% | 0.41% | 0.52% | Q4 2021 | Q3 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.11% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Polar Asset Management Partners Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 0.68% | 0.71% | 0.74% | Q4 2022 | Q3 2023 | 4 |
BEACON INVESTMENT ADVISORS LLC | 4 | 4 | 0.36% | 0.40% | 0.47% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.12% | 0.17% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Crescent Sterling, Ltd. | 4 | 4 | 0.56% | 0.72% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.34% | 0.39% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.08% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.23% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 1.14% | 1.22% | 1.32% | Q4 2022 | Q3 2023 | 4 |
Eley Financial Management, Inc | 4 | 4 | 1.83% | 1.92% | 2.06% | Q4 2022 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 0.42% | 0.47% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Applied Capital LLC/FL | 4 | 4 | 1.48% | 1.52% | 1.57% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.12% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.29% | 0.35% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Massachusetts Wealth Management | 4 | 4 | 0.90% | 0.96% | 0.99% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.25% | 0.31% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.25% | 0.28% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.39% | 0.45% | 0.48% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.15% | 0.28% | 0.39% | Q2 2013 | Q1 2014 | 4 |
CR Intrinsic Investors, LLC | 3 | 3 | 0.12% | 0.28% | 0.52% | Q3 2013 | Q1 2014 | 4 |
Laffer Tengler Investments, Inc. | 2 | 1 | 0.00% | 0.18% | 0.37% | Q2 2016 | Q3 2023 | 4 |
GLOBE LIFE INC. | 3 | 1 | 0.47% | 0.57% | 0.78% | Q3 2015 | Q3 2016 | 4 |
DELTEC ASSET MANAGEMENT LLC | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2020 | Q3 2021 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.04% | 0.10% | 0.21% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA TRUST & INVESTMENT CO | 4 | 4 | 0.95% | 1.04% | 1.12% | Q3 2014 | Q2 2015 | 4 |
HUSSMAN STRATEGIC ADVISORS, INC. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q3 2016 | 4 |
HAYS ADVISORY LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q3 2017 | Q2 2018 | 4 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.18% | 0.37% | 0.54% | Q3 2017 | Q4 2022 | 4 |
GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.07% | 0.18% | 0.30% | Q2 2013 | Q1 2014 | 4 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.05% | 0.09% | 0.13% | Q2 2018 | Q4 2021 | 4 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
CALDWELL & ORKIN INC | 4 | 4 | 1.24% | 1.58% | 1.98% | Q3 2013 | Q2 2014 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.10% | 0.11% | 0.15% | Q2 2017 | Q3 2017 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.23% | 0.25% | 0.28% | Q4 2022 | Q3 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
CONNORS INVESTOR SERVICES INC | 3 | 1 | 0.06% | 0.40% | 0.75% | Q2 2013 | Q2 2014 | 4 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 4 | 4 | 1.11% | 1.21% | 1.34% | Q3 2014 | Q2 2015 | 4 |
American Beacon Advisors, Inc. | 4 | 4 | 0.81% | 1.77% | 2.33% | Q4 2017 | Q3 2018 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.16% | 0.18% | 0.23% | Q1 2023 | Q4 2023 | 4 |
KOCH INDUSTRIES INC | 4 | 4 | 0.07% | 0.12% | 0.17% | Q2 2017 | Q1 2018 | 4 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
QCI ASSET MANAGEMENT INC/NY | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Cunning Capital Partners, LP | 4 | 4 | 1.01% | 1.09% | 1.20% | Q2 2022 | Q1 2023 | 4 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q4 2020 | 4 |
Cerebellum GP, LLC | 3 | 1 | 0.18% | 0.27% | 0.30% | Q4 2018 | Q3 2020 | 4 |
Cumberland Partners Ltd | 4 | 4 | 0.48% | 1.67% | 2.36% | Q4 2012 | Q3 2013 | 4 |
Alpine Global Management, LLC | 1 | 1 | 0.02% | 0.12% | 0.31% | Q1 2014 | Q2 2020 | 4 |
Polaris Wealth Advisory Group, LLC | 4 | 4 | 0.02% | 0.10% | 0.22% | Q3 2018 | Q2 2019 | 4 |
F&V Capital Management, LLC | 2 | 2 | 0.20% | 1.29% | 3.07% | Q4 2017 | Q2 2021 | 4 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q4 2017 | 4 |
Stux Capital Management, LLC | 3 | 3 | 0.11% | 0.37% | 0.67% | Q2 2013 | Q4 2013 | 3 |
Kathmere Capital Management, LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q4 2020 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q2 2015 | 3 |
Wakefield Asset Management LLLP | 3 | 3 | 0.01% | 0.06% | 0.15% | Q3 2018 | Q1 2019 | 3 |
McGuire Investment Group, LLC | 3 | 3 | 0.38% | 0.55% | 0.74% | Q1 2023 | Q3 2023 | 3 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
GLG Partners LP | 1 | 1 | 0.04% | 0.13% | 0.26% | Q4 2013 | Q4 2015 | 3 |
Oxbow Advisors, LLC | 3 | 3 | 0.36% | 0.37% | 0.37% | Q3 2017 | Q1 2018 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
GENDELL JEFFREY L | 2 | 1 | 0.05% | 0.47% | 0.80% | Q4 2021 | Q3 2022 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.06% | 0.15% | 0.24% | Q1 2018 | Q3 2018 | 3 |
Schonfeld Group Holdings LLC | 2 | 1 | 0.06% | 0.20% | 0.28% | Q1 2014 | Q4 2015 | 3 |
AustralianSuper Pty Ltd | 3 | 3 | 0.12% | 0.19% | 0.32% | Q4 2020 | Q2 2021 | 3 |
Standard Family Office LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q2 2021 | 3 |
Consilium Wealth Advisory, LLC | 3 | 3 | 0.60% | 0.69% | 0.83% | Q4 2021 | Q2 2022 | 3 |
Graypoint LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q1 2020 | Q2 2021 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Cinctive Capital Management LP | 3 | 3 | 0.40% | 0.46% | 0.51% | Q2 2022 | Q4 2022 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.18% | 0.20% | 0.22% | Q4 2017 | Q1 2019 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
CKW FINANCIAL GROUP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fulcrum Capital LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.30% | 0.32% | 0.35% | Q1 2023 | Q3 2023 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.19% | 0.23% | 0.26% | Q2 2021 | Q4 2021 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Sargent Investment Group, LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q4 2018 | Q2 2019 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q3 2018 | 3 |
MOODY ALDRICH PARTNERS LLC | 3 | 3 | 0.09% | 0.12% | 0.17% | Q2 2020 | Q4 2020 | 3 |
Moreno Evelyn V | 3 | 3 | 0.09% | 0.13% | 0.18% | Q2 2022 | Q4 2022 | 3 |
Horizon Investment Services, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2015 | Q3 2015 | 3 |
CIC Wealth, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Personal Capital Advisors Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Visionary Asset Management, Inc. | 3 | 3 | 0.92% | 1.00% | 1.10% | Q1 2016 | Q3 2016 | 3 |
Quarry LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ranger International Management, LP | 3 | 3 | 0.05% | 1.47% | 2.31% | Q4 2016 | Q2 2017 | 3 |
Goldstein Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2016 | 3 |
Spearhead Capital Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q4 2019 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.15% | 0.40% | Q4 2017 | Q2 2020 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SPX Gestao de Recursos Ltda | 3 | 3 | 0.84% | 0.87% | 0.90% | Q2 2013 | Q4 2013 | 3 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.08% | 0.12% | Q4 2013 | Q3 2015 | 3 |
Triangle Securities Wealth Management | 2 | 1 | 0.10% | 0.14% | 0.17% | Q2 2013 | Q1 2015 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.13% | 0.23% | 0.36% | Q4 2021 | Q2 2022 | 3 |
VSR Financial Services, Inc. | 2 | 1 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q1 2016 | 3 |
United Asset Strategies, Inc. | 3 | 3 | 0.10% | 0.15% | 0.23% | Q3 2017 | Q1 2018 | 3 |
Partner Investment Management, L.P. | 3 | 3 | 1.71% | 3.58% | 4.64% | Q2 2013 | Q4 2013 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.15% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Insight Wealth Strategies, LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q2 2021 | Q4 2021 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Covenant Multifamily Offices, LLC | 2 | 1 | 0.09% | 0.97% | 1.72% | Q1 2018 | Q1 2021 | 3 |
Empirical Asset Management, LLC | 3 | 3 | 0.34% | 0.37% | 0.40% | Q4 2021 | Q2 2022 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Virtus Family Office LLC | 3 | 3 | 2.38% | 2.50% | 2.73% | Q3 2022 | Q1 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2013 | 3 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 2 | 1 | 0.25% | 0.49% | 0.65% | Q1 2016 | Q3 2018 | 3 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 3 | 3 | 0.84% | 0.90% | 0.94% | Q4 2014 | Q2 2015 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q1 2021 | 3 |
Ardevora Asset Management LLP | 3 | 3 | 0.82% | 0.85% | 0.87% | Q1 2021 | Q3 2021 | 3 |
Standard Investments LLC | 3 | 3 | 0.08% | 0.11% | 0.18% | Q4 2013 | Q2 2014 | 3 |
Community Financial Services Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Edmond de Rothschild (Europe) | 3 | 3 | 0.01% | 0.28% | 0.68% | Q3 2015 | Q1 2016 | 3 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.03% | 0.30% | 0.62% | Q4 2015 | Q1 2019 | 3 |
Duquesne Family Office | 3 | 3 | 1.34% | 1.72% | 1.96% | Q4 2020 | Q2 2021 | 3 |
CYPRESS FUNDS LLC | 3 | 3 | 3.05% | 3.42% | 3.78% | Q2 2013 | Q4 2013 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Jade Capital Advisors, LLC | 3 | 3 | 0.10% | 1.03% | 2.13% | Q1 2020 | Q3 2020 | 3 |
Achievement Holdings L.P. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q3 2015 | 3 |
Holloway Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Magnus Financial Group LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2020 | 3 |
Cheyne Capital Management (UK) LLP | 3 | 3 | 0.35% | 0.49% | 0.61% | Q3 2013 | Q1 2014 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sovereign Financial Group, Inc. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 3 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.09% | 0.73% | 1.06% | Q2 2013 | Q2 2015 | 3 |
O'Dell Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.26% | 0.39% | 0.50% | Q4 2017 | Q4 2018 | 3 |
Tennessee Valley Asset Management Partners | 2 | 1 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q2 2023 | 3 |
Sompo Asset Management Co., Ltd. | 3 | 3 | 0.10% | 0.16% | 0.21% | Q2 2018 | Q4 2018 | 3 |
Douglas C. Lane & Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.06% | 0.15% | Q4 2016 | Q4 2016 | 3 |
CHILDRESS CAPITAL ADVISORS, LLC | 2 | 1 | 0.17% | 0.25% | 0.29% | Q4 2020 | Q3 2021 | 3 |
SMITH ASSET MANAGEMENT GROUP LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
SENTINEL ASSET MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
Trust Co of Kansas | 3 | 3 | 0.20% | 1.21% | 3.04% | Q4 2019 | Q2 2020 | 3 |
Barrett Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
INGALLS & SNYDER LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.00% | 0.10% | 0.16% | Q2 2022 | Q3 2022 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2018 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.07% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
MCDANIEL TERRY & CO | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.20% | 0.22% | 0.23% | Q2 2013 | Q4 2013 | 3 |
Donald L. Hagan, LLC | 2 | 1 | 0.02% | 0.33% | 0.50% | Q2 2015 | Q1 2016 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q2 2015 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Spouting Rock Asset Management, LLC | 2 | 1 | 0.20% | 0.26% | 0.36% | Q1 2021 | Q2 2023 | 3 |
Bank Pictet & Cie (Europe) AG | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2014 | Q4 2014 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
FNY Managed Accounts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2020 | Q2 2021 | 3 |
Leucadia National | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Willow Street Advisors LLC | 3 | 3 | 0.64% | 0.72% | 0.76% | Q2 2013 | Q4 2013 | 3 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 3 | 3 | 0.70% | 0.75% | 0.80% | Q4 2020 | Q2 2021 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.12% | 0.15% | 0.20% | Q4 2021 | Q3 2022 | 3 |
NORTHPOINTE CAPITAL LLC | 2 | 1 | 0.01% | 0.63% | 0.98% | Q1 2016 | Q3 2019 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Paulson Wealth Management Inc. | 2 | 1 | 0.16% | 0.41% | 0.55% | Q4 2017 | Q3 2020 | 3 |
SWS Partners | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q1 2022 | 3 |
Credo Capital Management, LLC | 3 | 3 | 0.03% | 0.11% | 0.22% | Q2 2013 | Q4 2013 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 1.59% | 1.82% | 2.02% | Q2 2013 | Q4 2013 | 3 |
SUMMIT FINANCIAL GROUP, INC. | 3 | 3 | 0.16% | 0.18% | 0.19% | Q3 2017 | Q1 2018 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CHILTON INVESTMENT CO INC. | 3 | 3 | 0.04% | 0.15% | 0.25% | Q2 2013 | Q4 2013 | 3 |
Reitz Capital Advisors LLC | 2 | 1 | 0.02% | 0.16% | 0.23% | Q2 2020 | Q2 2022 | 3 |
First Affirmative Financial Network | 3 | 3 | 0.22% | 0.24% | 0.25% | Q2 2023 | Q4 2023 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.04% | 0.04% | 0.06% | Q4 2017 | Q2 2018 | 3 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 3 | 3 | 0.10% | 0.14% | 0.17% | Q1 2012 | Q3 2012 | 3 |
Darwin Wealth Management, LLC | 2 | 1 | 0.00% | 0.49% | 0.76% | Q1 2019 | Q1 2020 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.11% | 0.15% | 0.20% | Q3 2022 | Q1 2023 | 3 |
Sugarloaf Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.02% | 0.25% | 0.59% | Q3 2013 | Q3 2022 | 3 |
Modera Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 3 |
QCM Cayman, Ltd. | 1 | 1 | 0.23% | 0.24% | 0.24% | Q3 2013 | Q3 2016 | 3 |
Stevens First Principles Investment Advisors | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2013 | Q2 2014 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
LEUTHOLD GROUP, LLC | 3 | 3 | 0.24% | 0.24% | 0.25% | Q1 2023 | Q3 2023 | 3 |
GILL CAPITAL PARTNERS, LLC | 3 | 3 | 0.10% | 0.12% | 0.16% | Q4 2021 | Q2 2022 | 3 |
COUNTRY TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Premier Fund Managers Ltd | 3 | 3 | 0.26% | 0.30% | 0.36% | Q3 2020 | Q1 2021 | 3 |
Unified Trust Company, N.A. | 3 | 3 | 1.38% | 1.50% | 1.63% | Q1 2021 | Q3 2021 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
STUDIO INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 1 | 0.03% | 0.05% | 0.09% | Q2 2015 | Q3 2021 | 3 |
STEPH & CO | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Redwood Investments, LLC | 3 | 3 | 0.36% | 0.45% | 0.51% | Q4 2017 | Q2 2018 | 3 |
New Jersey Better Educational Savings Trust | 3 | 3 | 0.37% | 0.41% | 0.43% | Q1 2014 | Q3 2014 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.12% | 0.17% | 0.20% | Q2 2023 | Q4 2023 | 3 |
PrairieView Partners, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q4 2019 | 2 |
INVESTMENT PARTNERS, LTD. | 2 | 2 | 0.19% | 0.19% | 0.20% | Q4 2020 | Q1 2021 | 2 |
Fortress Investment Group LLC | 1 | 1 | 0.05% | 0.18% | 0.30% | Q2 2013 | Q4 2013 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 1.54% | 1.62% | 1.71% | Q4 2018 | Q1 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Global Strategic Investment Solutions, LLC | 2 | 2 | 1.08% | 1.79% | 2.50% | Q4 2018 | Q1 2019 | 2 |
Crumly & Associates Inc. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.07% | 0.13% | Q3 2020 | Q1 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
WEXFORD CAPITAL LP | 2 | 2 | 0.02% | 0.13% | 0.24% | Q4 2016 | Q1 2017 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 2 | 2 | 0.06% | 0.12% | 0.18% | Q3 2014 | Q4 2014 | 2 |
F/M Investments LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q4 2020 | Q1 2021 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Delta Investment Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2019 | Q3 2019 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.60% | 0.63% | 0.66% | Q4 2020 | Q1 2021 | 2 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.73% | 1.04% | 1.36% | Q1 2017 | Q1 2022 | 2 |
Tradeworx Inc. | 2 | 2 | 0.19% | 0.36% | 0.53% | Q2 2013 | Q3 2013 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Spartan Planning & Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q1 2023 | 2 |
Old Port Advisors | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q2 2021 | 2 |
PGIM Custom Harvest LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.17% | 0.27% | 0.38% | Q4 2020 | Q1 2021 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.02% | 0.10% | 0.19% | Q1 2018 | Q4 2022 | 2 |
GABLES CAPITAL MANAGEMENT INC. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q2 2018 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Atom Investors LP | 2 | 2 | 0.14% | 0.18% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Ceredex Value Advisors LLC | 2 | 2 | 0.51% | 0.67% | 0.82% | Q3 2020 | Q4 2020 | 2 |
Point View Wealth Management, Inc. | 1 | 1 | 0.09% | 0.10% | 0.10% | Q3 2018 | Q1 2019 | 2 |
Capitolis Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Bellecapital International Ltd. | 2 | 2 | 0.33% | 0.44% | 0.55% | Q3 2016 | Q4 2016 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
CastleArk Alternatives, LLC | 1 | 1 | 0.02% | 0.81% | 1.61% | Q4 2020 | Q3 2021 | 2 |
SMITH HAYES Advisers, Inc | 1 | 1 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q1 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
FIFTHDELTA Ltd | 2 | 2 | 7.96% | 10.43% | 12.91% | Q2 2023 | Q3 2023 | 2 |
Ulrich Consultants & Investment Group, LLC | 2 | 2 | 0.59% | 0.75% | 0.91% | Q2 2022 | Q3 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.16% | 0.31% | Q4 2018 | Q2 2021 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.04% | 0.59% | 1.14% | Q4 2022 | Q1 2023 | 2 |
IMPACTfolio, LLC | 1 | 1 | 0.14% | 0.16% | 0.17% | Q2 2023 | Q4 2023 | 2 |
GLG INC. | 1 | 1 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q4 2013 | 2 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Monument Capital Management | 1 | 1 | 0.00% | 0.05% | 0.09% | Q3 2018 | Q1 2023 | 2 |
Holistic Financial Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Wedmont Private Capital | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Fiera Capital Inc. | 2 | 2 | 3.70% | 3.86% | 4.03% | Q2 2013 | Q3 2013 | 2 |
SAXON INTERESTS, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q3 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
BLODGETT WEALTH ADVISORS, LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q3 2017 | Q3 2023 | 2 |
Close Asset Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Slow Capital, Inc. | 1 | 1 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q2 2020 | 2 |
Corton Capital Inc. | 2 | 2 | 0.11% | 0.13% | 0.16% | Q1 2023 | Q2 2023 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
LGT Fund Management Co Ltd. | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Global Wealth Strategies & Associates | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
AUA CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Founders Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
EHP Funds Inc. | 2 | 2 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.96% | 0.98% | 1.00% | Q4 2022 | Q1 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.01% | 0.15% | 0.28% | Q4 2018 | Q1 2020 | 2 |
Ruedi Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q1 2023 | 2 |
Citizens Business Bank | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Gilman Hill Asset Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q2 2019 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 2 | 1.32% | 1.39% | 1.46% | Q3 2014 | Q4 2014 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Centerline Investment Partners, LP | 2 | 2 | 2.76% | 2.78% | 2.81% | Q1 2014 | Q2 2014 | 2 |
HWG Holdings LP | 1 | 1 | 0.06% | 1.10% | 2.14% | Q4 2016 | Q2 2017 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q4 2014 | 2 |
CWH Capital Management, Inc. | 2 | 2 | 0.15% | 0.19% | 0.22% | Q3 2020 | Q4 2020 | 2 |
Indices-Pac Research Corp. | 2 | 2 | 0.22% | 0.28% | 0.34% | Q2 2013 | Q3 2013 | 2 |
Forty4 Asset Management LLC | 1 | 1 | 0.02% | 0.15% | 0.28% | Q2 2013 | Q2 2013 | 2 |
CrestPoint Capital Management, LLC | 2 | 2 | 0.42% | 0.46% | 0.49% | Q3 2015 | Q4 2015 | 2 |
Vinva Investment Management Ltd | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Empire Financial Management Company, LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q4 2023 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Polianta Ltd | 1 | 1 | 0.36% | 0.47% | 0.58% | Q2 2018 | Q4 2018 | 2 |
PDT Partners, LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q3 2014 | Q3 2022 | 2 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q2 2022 | 2 |
Harvest Fund Management Co., Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.15% | 0.22% | 0.30% | Q1 2016 | Q1 2016 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
TimesSquare Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
Nepsis Inc. | 2 | 2 | 1.17% | 1.42% | 1.68% | Q1 2014 | Q2 2014 | 2 |
SeaBridge Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
COWEN INC. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q2 2015 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 2 | 0.37% | 0.43% | 0.48% | Q3 2020 | Q4 2020 | 2 |
Connecticut Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Morningstar Investment Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q4 2016 | 2 |
JACOB ASSET MANAGEMENT OF NEW YORK LLC | 2 | 2 | 0.44% | 0.47% | 0.49% | Q2 2013 | Q3 2013 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2016 | Q3 2016 | 2 |
MILES CAPITAL, INC. | 2 | 2 | 0.69% | 0.70% | 0.70% | Q4 2014 | Q1 2015 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.31% | 0.37% | 0.43% | Q2 2019 | Q4 2021 | 2 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.88% | 0.90% | 0.92% | Q4 2021 | Q1 2022 | 2 |
Hefty Wealth Partners | 2 | 2 | 0.58% | 0.73% | 0.88% | Q4 2015 | Q1 2016 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Hutchin Hill Capital, LP | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2015 | 2 |
WHITEBOX ADVISORS LLC | 2 | 2 | 0.01% | 0.10% | 0.18% | Q1 2015 | Q2 2015 | 2 |
TVR Capital Management LP | 2 | 2 | 1.02% | 1.08% | 1.14% | Q4 2016 | Q1 2017 | 2 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
Bach Option Ltd | 1 | 1 | 0.09% | 0.10% | 0.11% | Q2 2018 | Q4 2018 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.05% | 0.10% | 0.14% | Q3 2016 | Q3 2020 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Hilltop Park Associates LLC | 1 | 1 | 5.23% | 6.47% | 7.70% | Q3 2013 | Q1 2014 | 2 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.05% | 0.13% | 0.21% | Q2 2014 | Q1 2018 | 2 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.38% | 0.53% | 0.68% | Q1 2019 | Q1 2019 | 2 |
SIGMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.14% | 0.15% | Q3 2013 | Q1 2014 | 2 |
Exane Asset Management | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
MISSOURI VALLEY PARTNERS, INC. | 2 | 2 | 0.52% | 0.56% | 0.59% | Q2 2013 | Q3 2013 | 2 |
KANAWHA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.11% | 0.38% | 0.66% | Q2 2013 | Q3 2013 | 2 |
Orinda Asset Management LLC | 2 | 2 | 0.15% | 0.20% | 0.25% | Q4 2014 | Q1 2015 | 2 |
CARRET ASSET MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2013 | Q2 2013 | 2 |
Wellington Shields & Co., LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.04% | 0.11% | 0.18% | Q1 2016 | Q2 2023 | 2 |
Cohen Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q1 2021 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 2 |
Drexel Morgan & Co. | 1 | 1 | 0.23% | 0.25% | 0.27% | Q2 2014 | Q4 2014 | 2 |
PointState Capital LP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.41% | 0.58% | 0.76% | Q1 2016 | Q2 2016 | 2 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 2 |
FRIESS ASSOCIATES LLC | 2 | 2 | 1.18% | 1.36% | 1.54% | Q4 2017 | Q1 2018 | 2 |
Svenska Handelsbanken AB (publ) | 2 | 2 | 0.10% | 0.14% | 0.18% | Q1 2016 | Q2 2016 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Vollero Beach Capital Partners LLC | 2 | 2 | 0.66% | 0.79% | 0.92% | Q2 2013 | Q3 2013 | 2 |
Financial Insights, Inc. | 2 | 2 | 0.15% | 0.18% | 0.21% | Q3 2022 | Q4 2022 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2015 | 2 |
TradeLink Capital LLC | 1 | 1 | 0.48% | 1.31% | 2.15% | Q1 2015 | Q1 2016 | 2 |
BBVA USA | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2021 | Q3 2021 | 2 |
Pluribus Labs, LLC | 1 | 1 | 0.33% | 0.46% | 0.58% | Q4 2021 | Q2 2022 | 2 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2018 | Q1 2019 | 2 |
WEST CHESTER CAPITAL ADVISORS, INC | 2 | 2 | 0.26% | 0.26% | 0.27% | Q1 2015 | Q2 2015 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q4 2018 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.06% | 0.09% | 0.12% | Q1 2017 | Q3 2017 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q2 2018 | 2 |
GOULD ASSET MANAGEMENT LLC /CA/ | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2014 | Q2 2014 | 2 |
OSKIE CAPITAL MANAGEMENT, LLC | 2 | 2 | 2.01% | 2.43% | 2.84% | Q1 2017 | Q2 2017 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.06% | 0.09% | 0.12% | Q1 2021 | Q3 2022 | 2 |
Maven Securities LTD | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 1.81% | 3.46% | 5.12% | Q1 2016 | Q1 2017 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2014 | Q3 2014 | 2 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2018 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.05% | 0.44% | 0.83% | Q3 2013 | Q2 2017 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.14% | 0.21% | 0.28% | Q3 2017 | Q1 2021 | 2 |
Ada Investment Management, LP | 2 | 2 | 0.22% | 0.27% | 0.31% | Q3 2015 | Q4 2015 | 2 |
NIXON PEABODY TRUST CO | 2 | 2 | 0.20% | 0.20% | 0.20% | Q1 2016 | Q2 2016 | 2 |
Gibraltar Capital Management, Inc. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q2 2022 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2012 | Q3 2015 | 2 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 2 |
Fort Point Capital Partners LLC | 1 | 1 | 0.12% | 0.15% | 0.18% | Q2 2015 | Q2 2017 | 2 |
AMBS INVESTMENT COUNSEL LLC | 2 | 2 | 2.23% | 2.54% | 2.84% | Q2 2013 | Q3 2013 | 2 |
NBT BANK N A /NY | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q3 2023 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.31% | 0.42% | 0.53% | Q3 2015 | Q3 2020 | 2 |
Taylor Wealth Management Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Myriad Asset Management Ltd. | 2 | 2 | 0.42% | 0.50% | 0.58% | Q2 2021 | Q3 2021 | 2 |
&PARTNERS | 2 | 2 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q1 2020 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.13% | 0.16% | 0.19% | Q2 2013 | Q3 2013 | 2 |
RKL Wealth Management LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2014 | Q2 2014 | 2 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.70% | 0.75% | 0.79% | Q3 2013 | Q4 2014 | 2 |
Olympiad Research LP | 1 | 1 | 0.11% | 0.22% | 0.33% | Q4 2019 | Q3 2020 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Indiana Trust & Investment Management CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
NICOLET ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Geller Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Detalus Advisors, LLC | 1 | 1 | 0.13% | 0.16% | 0.19% | Q1 2020 | Q4 2021 | 2 |
SkyOak Wealth, LLC | 1 | 1 | 0.10% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q3 2023 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
EverPoint Asset Management, LLC | 1 | 1 | 0.04% | 0.08% | 0.13% | Q1 2016 | Q1 2016 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.10% | 0.12% | 0.15% | Q1 2015 | Q4 2018 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Tatro Capital, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q4 2020 | Q1 2021 | 2 |
MARSICO CAPITAL MANAGEMENT LLC | 2 | 2 | 2.10% | 2.39% | 2.68% | Q3 2013 | Q4 2013 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 2 |
BBT Capital Management, LLC | 1 | 1 | 0.17% | 0.46% | 0.75% | Q3 2013 | Q2 2019 | 2 |
Delta Accumulation, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 2 |
Advisory Resource Group | 2 | 2 | 0.82% | 0.84% | 0.85% | Q2 2023 | Q3 2023 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jafra Capital Management LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2017 | Q1 2017 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2018 | Q2 2018 | 1 |
SignalPoint Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Brahman Capital Corp. | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2016 | Q1 2016 | 1 |
Symmetry Investments LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Artisan Partners Limited Partnership | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Q Global Advisors, LLC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q4 2018 | Q4 2018 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MWA Asset Management | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
FCF Advisors LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2015 | Q1 2015 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ALYDAR PARTNERS LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2013 | Q3 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
INSTITUTIONAL CAPITAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Amici Capital, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2016 | Q2 2016 | 1 |
LOEWS CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
DRW Securities, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2020 | Q4 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CenturyLink Investment Management Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
Oak Thistle LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
FIRST CITIZENS BANCORPORATION INC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2014 | Q4 2014 | 1 |
MIK Capital, LP | 1 | 1 | 6.42% | 6.42% | 6.42% | Q3 2020 | Q3 2020 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
RELIANCE TRUST CO | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2014 | Q4 2014 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Tahithromos, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2014 | Q1 2014 | 1 |
KHP Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 2.03% | 2.03% | 2.03% | Q2 2019 | Q2 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2018 | Q1 2018 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 5.95% | 5.95% | 5.95% | Q2 2013 | Q2 2013 | 1 |
PEOPLES FINANCIAL SERVICES CORP. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Tradewinds Global Investors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Cubic Asset Management, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2013 | Q2 2013 | 1 |
Greenwoods Asset Management Ltd | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2018 | Q4 2018 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 3.98% | 3.98% | 3.98% | Q1 2021 | Q1 2021 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
NICOLET BANKSHARES INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2017 | Q3 2017 | 1 |
Cupps Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 2.87% | 2.87% | 2.87% | Q3 2017 | Q3 2017 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
First Long Island Investors, LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2015 | Q3 2015 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2015 | Q2 2015 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2016 | Q4 2016 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Astrantus Ltd | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2022 | Q1 2022 | 1 |
DELPHI MANAGEMENT INC /MA/ | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2015 | Q3 2015 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Cottage Street Advisors LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2015 | Q4 2015 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Key Square Capital Management LLC | 1 | 1 | 3.64% | 3.64% | 3.64% | Q3 2020 | Q3 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Renasant Bank | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2016 | Q4 2016 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Appian Way Asset Management LP | 1 | 1 | 1.81% | 1.81% | 1.81% | Q4 2020 | Q4 2020 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Rotation Capital Management, LP | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2016 | Q4 2016 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
CITIZENS & NORTHERN CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Bristol Gate Capital Partners Inc. | 1 | 1 | 4.62% | 4.62% | 4.62% | Q4 2014 | Q4 2014 | 1 |
BANKERS TRUST CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
Woodbine Capital Advisors LP | 1 | 1 | 6.24% | 6.24% | 6.24% | Q3 2013 | Q3 2013 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Capital Square, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Lumina Fund Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2019 | Q3 2019 | 1 |
First Pacific Advisors, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Archer Investment Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
MANA Advisors LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2019 | Q4 2019 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2014 | Q1 2014 | 1 |
EAGLE GLOBAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Oxinas Partners Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
DG CAPITAL MANAGEMENT INC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2014 | Q4 2014 | 1 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2023 | Q4 2023 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Albar Capital Ltd | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2023 | Q3 2023 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
MARK MORRIS ET AL | 1 | 1 | 2.84% | 2.84% | 2.84% | Q2 2013 | Q2 2013 | 1 |
VNBTrust, National Association | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Seamans Capital Management, LLC | 1 | 1 | 2.50% | 2.50% | 2.50% | Q3 2014 | Q3 2014 | 1 |
Main Street Research LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2020 | Q3 2020 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MQS Management LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2021 | Q4 2021 | 1 |
General Partner, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Farmers & Merchants Trust Co of Long Beach | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
SVA Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Noked Israel Ltd | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2019 | Q2 2019 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
KLINGENSTEIN FIELDS & CO LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2015 | Q1 2015 | 1 |
Azimuth Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
S.E.E.D. Planning Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2015 | Q3 2015 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Wolf Group Capital Advisors | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2013 | Q4 2013 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
INVERNESS COUNSEL LLC /NY/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
XR Securities LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2014 | Q2 2014 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CAPITAL GROWTH MANAGEMENT LP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2014 | Q2 2014 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2017 | Q2 2017 | 1 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2013 | Q2 2013 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2013 | Q3 2013 | 1 |
WealthOne, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2015 | Q4 2015 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Noked Capital LTD | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2019 | Q2 2019 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Concorde Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vest Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Taylor, Cottrill LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2015 | Q4 2015 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2014 | Q2 2014 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2019 | Q4 2019 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sentry Investments Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CQS Cayman LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2015 | Q1 2015 | 1 |
ERN LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Wealth Management, LLC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q1 2022 | Q1 2022 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q2 2013 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Unigestion Holding SA | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2018 | Q2 2018 | 1 |
DAVIS SELECTED ADVISERS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Strategic Capital Group LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2014 | Q2 2014 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q4 2019 | Q4 2019 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
CHASE INVESTMENT COUNSEL CORP | 1 | 1 | 1.76% | 1.76% | 1.76% | Q2 2014 | Q2 2014 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2022 | Q3 2022 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Bristol Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2016 | Q4 2016 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q3 2013 | 1 |
Summit X, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
JSF Financial, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q4 2013 | Q4 2013 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CTC Capital Management, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2022 | Q2 2022 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2017 | Q4 2017 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
New Hampshire Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Troluce Capital Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2016 | Q1 2016 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Insight Inv LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Garde Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PZENA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Carson Advisory Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Lomas Capital Management, LLC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q3 2014 | Q3 2014 | 1 |
AlphaQ Advisors LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
BANTA ASSET MANAGEMENT LP | 1 | 1 | 3.39% | 3.39% | 3.39% | Q3 2015 | Q3 2015 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Archipel Asset Management AB | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2014 | Q3 2014 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Global Index Advisors Inc | 1 | 1 | 7.54% | 7.54% | 7.54% | Q2 2014 | Q2 2014 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2023 | Q3 2023 | 1 |
Arosa Capital Management LP | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2020 | Q3 2020 | 1 |
Sunflower Bank, N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Shay Capital LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2014 | Q4 2014 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Legacy Wealth Partners, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HOLT-SMITH ADVISORS INC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2013 | Q2 2013 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Westend Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2023 | Q1 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 14.75% | 14.75% | 14.75% | Q4 2015 | Q4 2015 | 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 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Baltimore-Washington Financial Advisors Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Biondo Investment Advisors, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2013 | Q2 2013 | 1 |
United Community Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q3 2023 | Q3 2023 | 1 |
Kohmann Bosshard Financial Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2016 | Q1 2016 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2021 | Q1 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
McAdams Wright Ragen, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
Capital Market Strategies LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
Family Management Corp | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2022 | Q2 2022 | 1 |
Veritas Investment Partners (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ursa Fund Management, LLC | 1 | 1 | 11.00% | 11.00% | 11.00% | Q3 2023 | Q3 2023 | 1 |
Saturna Capital CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Luxor Capital Group, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2023 | Q2 2023 | 1 |
MASTRAPASQUA ASSET MANAGEMENT INC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2013 | Q3 2013 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Private Capital Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
KR CAPITAL PARTNERS I L P | 1 | 1 | 5.63% | 5.63% | 5.63% | Q1 2016 | Q1 2016 | 1 |
External links
This page lists all the filers that currently own CUMMINS INC or have owned CUMMINS INC in the past.